Home : Trade Ally : Programs : Existing Homes : Resources

Forms & Resources

For Existing Homes Program

General program resources

  • Trade ally rating system (PDF)
  • Minimum Ventilation Level letter (English PDF | Spanish PDF)
  • 2012 Weatherization Specifications Manual (PDF | Doc)
  • Trade ally equipment discount order form (PDF)
  • Existing Mobile Home Trade Ally project prequalification form (Doc)
  • Quick Tips for Submitting Incentive Applications (PDF | Doc)
  • Existing Homes Cash Incentives Brochures (Oregon | Washington)
  • 2012 QC Policies and Procedures (PDF)

Home Performance with ENERGY STAR

For real estate professionals

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 forms

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

Program information sheets

Incentive forms

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)
  • Incentive Application – Heat Pump Water Heater Pilot: Form 320HPWH (PDF | Doc)
  • Incentive Application – Hot Tub/Outdoor Spa Cover: Form 320HT (PDF | Doc)
  • 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)

Forms for Savings Within Reach:

  • Incentive Application – Savings Within Reach Form 320MIT (PDF | Doc)

Washington Forms

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

Oregon Department of Energy

Business development fund materials

Sample invoices