Home Performance

Whole Home and Heating and Cooling Trade Allies

Since Trade Allies partner with Focus on Energy, they’re able to offer their customers incentives on qualifying home energy efficiency improvements.

Your participation in these programs not only creates more comfortable, energy efficient homes for homeowners, but can also provide expanded opportunities for your business. Click here to download more information.

In order to be a Whole Home Trade Ally, you must fulfill both the Focus on Energy Trade Ally Requirements and the program-specific requirements listed below.

Full details of Program requirements can be found on the Whole Home Trade Ally Enrollment Application (online version / printable version).

If you're a HVAC contractor and are already an enrolled Focus on Energy Trade Ally no action is required. If you're not an enrolled Trade Ally, please apply below. 

>> Apply to become a Focus on Energy Trade Ally


  1. 1

    Complete and submit the Focus on Energy Trade Ally Application and a W-9 form.

  2. 2

    Once your application is received it will be reviewed for approval. If approved, you will receive a welcome packet and your information will be displayed on our website.

  3. 3

    After you become a Focus on Energy Trade Ally, you may apply to become a Whole Home Trade Ally by completing and submitting the Whole Home Trade Ally Enrollment application. If additional information is needed, we will contact you for clarification.

    NOTE: Heating and Cooling Trade Allies are not required to complete a program-specific application in 2016.

  4. 4

    If approved, start building your business and helping customers save energy and money as a Home Performance with ENERGY STAR Trade Ally. 


Home Performance Trade Ally Requirements


Building Performance Institute Certification

  • Must hold either the Building Analyst Professional certification or the Envelope Professional certification. 
  • Must provide homeowners an assessment and project oversight that is consistent with Building Performance Institute (BPI) Building Analyst Technical Standards utilizing a whole house approach.

Material and Installation Guidelines

Must perform work in accordance with the program’s Material and Installation Guidelines.

Quality Assurance and Quality Control

  • Must allow random field inspections of work to verify quality, per these ratios: 100 percent of the first three jobs and a minimum of 5 percent thereafter.
  • Must maintain program standards for quality of work, and at the request of the program, make reasonable corrections to bring work up to program standards at no additional cost to the homeowner.
  • Must correct defects of a non-emergency nature within 14 days of being notified.
  • Must correct defects of an emergency nature immediately, e.g. conditions that impact occupant health or safety, those that would impact proper operation of existing mechanical systems, etc.

Job Scoring

Must agree to the program job scoring methodology. All job scores and associated information are private and are only disseminated to the respective Trade Ally.

Insurance Requirements

Insurance Requirements
Insurance must be in place at the time that the Trade Ally starts work. Trade Allies must maintain insurance coverage that meets the following minimum requirements:

  • Workers' Compensation Insurance for Trade Ally’s employees to the extent of statutory limits.
  • Commercial General Liability Insurance with minimum limits of: Personal Injury - $1,000,000 per occurrence; Bodily Injury and Property Damage – $1,000,000 per occurrence
  • Automobile Liability Insurance that covers any automobile trade-ally owned, hired or rented, used in the work performed with minimum limits of $1,000,000 per person and per accident.

Must provide certificate(s) of insurance within two (2) months of the date of program enrollment and annually thereafter. Certificates must be on the ACORD form and provide the name of the carrier, policy number, effective and expiration dates and limits of liability.