🚀 Most Used Forms

Customer Authorization (300CPF)

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No-Cost Heat Pump (300HPQ)

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Home Energy Assessment

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Participation Agreement

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💰 Top Incentives (Quick View)

Ductless Heat Pump

Single-Family

$1,800
HSPF2 ≥8.10

Ductless Heat Pump

Manufactured Home

$3,500
HSPF2 ≥8.10

Ducted Heat Pump

Replaces electric furnace

$4,000
HSPF2 ≥7.50

Gas Furnace

High efficiency

$2,900
95%+ AFUE

Attic Insulation

Per square foot

$2.49-3.00
R-38+

Home Assessment

Per household

$250
Admin Cost

⚡ Quick Workflow

1. Partnership Formation

✓ Organization contacts Energy Trust

✓ Sign participation agreement (Form 371CPF)

✓ Get matched with program representative

Form 371CPF

2. Customer Identification

✓ Partner finds eligible households

✓ Conduct Home Energy Assessment ($250 incentive)

✓ Identify needed upgrades

Assessment Form

3. Installation

✓ Partner's staff OR approved contractors install

✓ Must meet Energy Trust specifications

✓ Complete within 60 days

Specs Manual

4. Paperwork & Payment

✓ Submit customer authorization (Form 300CPF)

✓ Submit project details and invoices

✓ Energy Trust processes and sends payment

Form 300CPF

✓ Eligibility Quick Check

Customer Must:
• Be customer of PGE, Pacific Power, NW Natural, Cascade Natural Gas, or Avista
• Live in occupied home (owner or renter)
• Belong to target community (LMI, communities of color, rural, veterans, etc.)
Technical Must:
• Meet Residential Specifications Manual
• Contractors have OR CCB or WA license
• Equipment meets efficiency ratings
• Apply within 60 days of installation

📄 All Forms & Applications

Core Forms (English)

Participation Agreement (371CPF)

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Customer Authorization (300CPF)

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No-Cost Heat Pump (300HPQ)

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Home Energy Assessment

Open PDF

Windows Addendum

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Core Forms (Spanish)

Customer Authorization (Spanish)

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No-Cost Heat Pump (Spanish)

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Home Energy Assessment (Spanish)

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🌡️ HVAC/Heating Equipment

Upgrade Incentive Requirements
Ductless Heat Pump (Single-Family) $1,800 Replaces electric resistance heat, HSPF2 ≥8.10, main living space
Ductless Heat Pump (Manufactured) $3,500 Same as above, manufactured homes
Ductless Heat Pump (Multifamily) $2,000 Multifamily properties
Ducted Heat Pump $4,000 Replaces electric forced air furnace, HSPF2 ≥7.50
"No-Cost" Ducted Heat Pump Variable (Full Cost) Income-qualified customers
Extended Capacity Heat Pump $2,000-$6,650 Varies by property type
High Efficiency Gas Furnace $2,900 95%+ AFUE
Heat Pump Controls $250 Smart controls with 35°F lockout

💧 Water Heating

Upgrade Incentive Requirements
Heat Pump Water Heater $240 NEEA Tier 3, replaces electric tank
"No-Cost" Heat Pump Water Heater Variable (Full Cost) Income-qualified customers

🏠 Insulation & Weatherization

Upgrade Incentive Range Requirements
Attic Insulation $2.49-$3.00/sq ft R-11 or less existing → R-38+
Wall Insulation $2.32-$3.30/sq ft R-4 or less existing → R-11+
Floor Insulation $1.09-$3.65/sq ft R-11 or less existing → R-30+

🪟 Windows

Upgrade Incentive Requirements
Standard Windows $1.00-$1.50/sq ft U-Value 0.22-0.27
Enhanced Windows Variable U-Value ≤0.30, special funding
CERTA Grant (Federal): Up to $2,000 in flexible funds for projects with insulation. Can cover customer costs OR repairs needed to enable work.

⚡ Complete CPF Workflow

Step 1: Partnership Formation

Actions:

1. Organization contacts Energy Trust

2. Review program requirements and benefits

3. Sign participation agreement (Form 371CPF)

4. Get matched with program representative

Required Documents:

Form 371CPF - Participation Agreement

Program Overview

Onboarding Checklist

Step 2: Customer Identification

Actions:

1. Community Partner finds eligible households

2. Verify utility provider (PGE, Pacific Power, NW Natural, Cascade, Avista)

3. Conduct Home Energy Assessment

4. Identify needed upgrades

5. Receive $250 incentive for assessment

Required Documents:

Home Energy Assessment Form

Customer Flyer Template

Step 3: Installation

Actions:

1. Partner's own staff OR approved contractors install improvements

2. Ensure work meets Energy Trust specifications

3. Complete work within 60 days

4. Verify equipment efficiency ratings

Required Documents:

2025 Specifications Manual

Quality Management Policy

Contractor Overview

Step 4: Paperwork & Payment

Actions:

1. Submit customer authorization (Form 300CPF)

2. Submit project details

3. Submit invoices

4. Energy Trust processes application

5. Payment sent to payer (partner or contractor)

Required Documents:

Form 300CPF - Customer Authorization

Form 300HPQ - No-Cost (if applicable)

Windows Addendum (if applicable)

📚 All Resources & Documentation

Program Guides & Getting Started

Program Overview

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Program Info Sheet

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Onboarding Presentation

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Onboarding Checklist

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Contractor Overview

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2025 Specs Manual

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Quality Policy 2025

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Quick Reference Sheets

CPF Incentive Grid

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Incentive Grid (Spanish)

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No-Cost Heat Pump Guide

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Enhanced Windows Summary

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Assessment Flyer Template

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Measure Guides - English

Attic Insulation

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Wall Insulation

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Floor Insulation

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Windows

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Gas Fireplace

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Gas Furnace

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Min. Ventilation Letter

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Measure Guides - Español

Aislamiento del Ático

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Aislamiento de Paredes

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Aislamiento del Piso

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Ventanas

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Chiminea de Gas

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Carta Ventilación Mínima

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Manual Especificaciones 2025

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Washington State Resources

Washington Program Guide

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