In-Home Energy Services (IES) is an offer administered that is designed to help people in underserved communities complete home retrofit projects that lower utility bills, make homes more comfortable, and increase energy efficiency. The offer provides a high level of support to customers via delivery of free, on-site home energy assessments, project coordination with enrolled trade allies and instant incentives which can cover most or all project costs.

For additional information about In-Home Energy Services, please contact us at inhome@energytrust.org or 503-467-2123.

Regional Focus: IES currently operates in these select Oregon counties but will expand soon.

• Clackamas County
• Jackson County

Customer Eligibility

• Eligible housing types: Detached single-family homes, existing manufactured homes, and owner-occupied small multifamily properties (duplexes, triplexes, fourplexes and side-by-side units, with no residences above or below, such as townhomes).
• Property must be serviced by Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas or Avista.
• Customers must be low-to-moderate income or experiencing high energy burden. Increased incentives, covering up to the full cost of the project, are available for customers experiencing low-income. Customers experiencing moderate income may receive incentives of 40-100% of the installation cost.

Program Incentive Guide: See the program information sheet for all IES incentives and requirements.

• Program Information sheet: PI320IES

Other Forms:

• Customer Authorization and Home Energy Assessment: Form 300IES (PDF)
• Customer Questionnaire: Form 310IES (PDF)
• Project Details: Form 320IES (PDF)
• Customer Participation Agreement: Form 350IES (PDF)

In-Home Energy Services prequalifies customers, defines scope of work and available incentives, pre-approves bids for every project and coordinates project installation with customers and contractors. IES projects primarily consist of heat pumps, heat pump water heaters and insulation, but may include funding for minor/enabling repairs, building opportunities for contractors with diverse skillsets, such as electrical, roof repairs, ventilation (bath fans), duct sealing, etc. Contractors interested in participating can reach out to out to In-Home@energytrust.org.

Energy Trust Trade Allies are encouraged to refer customers who could benefit from working with IES. Their projects will go to the referring TA, provided the TA meets program requirements. Customers can fill out the IES Questionnaire to get started. Customers should list the referring trade ally’s business name on the first page, under “How did you hear about this offer?”

Typical Project Workflow: A trade ally enrolled in IES can expect the following steps to occur on a typical project:

1. IES staff requests a bid from TA, and shares customer contact information and scope of work.
2. The TA conducts a bid walkthrough and confirms the scope of work.
3. The TA sends their bid to the IES program for pre-approval.
4. Once approved, the TA completes the project and submits an invoice to the IES program.
5. Energy Trust will issue payment to the TA (pending QA and submission of required documentation.)

Bid and Invoice Formatting: All bids and invoices must show total cost for each line item in the requested scope of work. Energy Trust Incentives, and any other funding sources must also be included as individual line items and show as deductions from the total cost.

• See Example Bid & Invoice Format

Submitting Invoices: All invoices must be submitted to in-home@energytrust.org along with all required documentation and pictures of completed work.

• Form 320IES is required for each project and must be signed by the contractor and customer.
• Photo guidelines:
  • Required for each HP project submission
    • Auxiliary heat lockout set to 35°F or below
    • If engaged, compressor lockout set to 5°F or below
    • Outdoor unit, including line set.
    • Indoor units, including the air handler
    • Note: Smart thermostats must be registered and connected to Wi-Fi
  • Required for each DHP project submission
    • The open primary living space with the DHP indoor head (include as much of the room as possible in the photo)
    • Photos of the outdoor unit installed
    • Photos of the second DHP head when present
  • Required for each HPWH project submission
    • The overall space around the HPWH
    • The condensate line and where it terminates
    • Ducting, if present
  • Required for each attic insulation project submission, when applicable:
    • Insulation depth gauge
    • Heat producing fixtures in attics (and the properly installed baffles)
    • Human contact areas
    • Types of ventilation and baffles if applicable
    • Exhaust ducts (with proper venting to outside)
    • Dams between conditioned/unconditioned
    • Pull-down stairs (with proper insulation)
    • Knee walls (with blockage of framing openings if applicable)
    • Air sealing; especially priorities defined in scope of work

Organizations interested in working with In-Home Energy Services can reach out to In-Home@energytrust.org or call 503-467-2123 to describe their programs and who they serve. If the organization’s work aligns with the intent of IES, Energy Trust will arrange an orientation meeting to explore how to support the organization in connecting qualifying customers to the IES program. Enrolled CPF Partners should contact their regional Account Manager with any questions.

Customers are always welcome to complete the IES Questionnaire to get started. Organizations do not need to contact Energy Trust to refer customers to IES.

Typical Project Workflow: A customer participating in IES can expect the following steps to occur on a typical project:

1. Customer completes a brief online questionnaire.
2. If the customer is eligible, Residential staff will reach out to provide an overview of the offer and explain potential incentives and costs to complete upgrades.
3. An energy advisor will conduct a free home energy assessment, and the customer will receive a free customized report explaining which specific improvements and incentives are available to them through IES.
4. If the customer chooses to proceed with a project, Residential staff will obtain a bid through a pre-vetted contractor and facilitate installation.
5. Energy Trust will conduct a quality assurance review and follow up with the customer to ensure satisfaction with outcomes.
6. Energy Trust will process payment to the contractor for the incentivized portion of project costs.