Forms

Custom project participants enroll in the program by filling out the Energy Assessment Request Form 100E. Form 100E gathers information about services and incentives of interest to the participant.

Form 100E

• Oregon Existing Buildings – Custom Energy Assessment Request (PDF)

Form 100E-MF

• Oregon Multifamily Buildings – Custom Energy Assessment Request (PDF)

Form 100E-WA

• Washington Existing Buildings – Custom Energy Assessment Request (PDF)

Report Templates

• Technical Analysis Study (TAS) – Oregon and Washington (Word)
  • Study template for Existing Buildings custom projects.
  • TAS Template Tables – Oregon and Washington (Excel)
• Streamlined Technical Analysis Study – Oregon and Washington (Excel)
  • Study template for Existing Buildings custom projects approved to use the Streamlined format (non-SB1149)
• Technical Analysis Study – Public Purpose Charge (SB 1149) Schools Program (Word)
  • Study template for school projects pursuing SB 1149 Schools Program funding and Existing Buildings program incentives.
  • Public Purpose Charge (SB 1149) Schools Program: Program Guidelines (PDF)

Reference Materials

• Existing Buildings Program ATAC Guide (PDF)
• TAS Proposal Template – Oregon and Washington (Word)
• TAS Study Fee Template – Oregon and Washington (Excel)
• ATAC Cost-Effectiveness Calculator Tool – Oregon and Washington (Excel)
• Cost Effectiveness Fact Sheet (PDF)
• Energy Trust Service Area Map (PDF)

More Information

To learn more about being an ATAC with Energy Trust of Oregon—or if you need additional help with the forms or resources on this page—email EBcustom@trccompanies.com.