Forms & Resources

• Trade ally rating system (PDF)
• Minimum Ventilation Level letter (English PDF | Spanish PDF) - More info in the 2011 Weatherization Specifications Manual
• 2011 Weatherization Specifications Manual (PDF | Online)
• Trade ally equipment discount order form (PDF)
• Existing Mobile Home Trade Ally project prequalification form (Doc)
• Quick Tips for Submitting Incentive Applications (PDF | Word)
• Existing Homes Cash Incentives Brochures (Oregon | Washington)
• 2011 QC Policies and Procedures (PDF)

• Home Performance fact sheet
• BPI
• Training calendar
• Incentive Form 320HPwES (PDF | Doc)
• Cooperative Marketing Guidelines
• Trade ally Equipment Discount Order Form

• Home Energy Review sign-up form
• Real Estate Professional Trade Ally client postcard
• Home Energy Review client postcard
• Home Performance client postcard

Help your clients save up to 30 percent on energy costs and set yourself apart from the competition. Become a Real Estate Professional trade ally and differentiate yourself as an environmental steward who has knowledge of incorporating green products and energy efficiency into your clients’ homes.

• Trade Ally Enrollment Application Form 1171A (PDF)
• Existing Homes Trade Ally Addendum Form 371A (PDF | Doc)
• Certificate of Liability Insurance Fax Request Form (PDF)

• PI 320I – Incentives and Tax Credits for Existing Site-Built Homes and Existing Small Multifamily Homes
• PI 320I-WA – NW Natural Washington Incentives
• PI 320F – Incentives – Existing Mobile Homes, Gas & Electric Heat
• NW Natural Washington Fact Sheet

To apply for single-family residential incentives, submit a completed application form and a paid invoice for installed improvements. Trade ally contractors are encouraged to refer customers to  Existing Homes at 1.866.311.1822 for a Home Energy Review (for qualified homes).

Oregon Forms

Forms for single-family and manufactured homes:

• Incentive Application – Heat Pumps, Gas Furnaces, Gas Boilers, Gas Fireplaces, Direct-Vent Gas Unit Heaters, Water Heaters and CheckMe! commissioning Form 320H (Online | PDF | Doc)
• Incentive Application – Windows and Insulation Form 320WI (PDF | Doc); (includes Duct Insulation)
• Windows Addendum – for use with Form 320WI (PDF | Doc)
• Incentive Application – Air Sealing and Duct Sealing Form 320ADS (PDF | Doc); Duct Insulation is now on Form 320WI
• Incentive Application – Ductless Mini-Split Heat Pumps Form 320J (PDF | Doc)
• Incentive Application – Home Performance with ENERGY STAR 320HPwES (PDF | Doc)
• Plex Incentive Application (2-4 units) Form 320U (PDF | Doc); Requires a customized invoice (see Sample Invoices below)
• PTCS Duct Sealing Certificate & NW Duct Sealing Form (PDF)
• Gas Furnace Installation Form (Online)

Forms for mobile homes program:

• Incentive Application – Mobile Homes Incentive Application Form 320T (PDF | Doc)
• Incentive Application – Mobile Home Participant Paid Incentives Form 320TP (PDF | Doc)

Washington Forms

• NW Natural Washington Incentive Application - Universal Form 320WA (PDF | Doc)

• Oregon residential tax credit information

• Existing Homes Trade Ally Business Development Fund Guidelines
• Real Estate Professional Business Development Fund Guidelines
• Home Performance with ENERGY STAR Trade Ally Business Development Fund Guidelines
• Business Development Fund Agreement
• W-9 Form

• HVAC
• Insulation
• Windows
• Duct Sealing
• Air Sealing