CHP (Community Housing Partners) Energy Solutions relied on manual processes to manage a large number of federal and state-sponsored weatherization and utility-sponsored energy efficiency initiatives, resulting in data capture inefficiencies and reporting inconsistencies. To improve accuracy and efficiency across its 20+ weatherization and energy efficiency programs, CHP sought a digital forms solution to standardize and streamline data collection and reporting workflows.
CHP (Community Housing Partners) Energy Solutions has standardized its data collection process. Digital form features like Image fields, Conditional Logic, Barcode Scanning, templated language, and automated workflows allow CHP to streamline audits, improve reporting accuracy, and ensure consistent documentation across programs.
Data Collection Form
Installation Form
National QA Form
Multifamily Audit Form (Form H)
CHP (Community Housing Partners) Energy Solutions is a Virginia Department of Housing and Community Development’s (DHCD) appointed weatherization service provider. CHP services 47 localities across the state, providing nearly 50% of Virginia with critical federal and state weatherization services.
CHP administers approximately 20 weatherization and energy efficiency programs statewide. Thanks to access to utility-sponsored initiatives, CHP can serve up to 90% of Virginia’s population, helping communities reduce energy costs and improve home comfort. Headquartered in Christiansburg, Virginia, CHP also maintains regional offices in Waynesboro, Winchester, South Hill, and a satellite office in Virginia Beach.
As CHP expanded its service territory and programs, the operation’s traditional manual documentation and data collection processes made managing numerous programs increasingly difficult. “We run a portfolio of programs and send jobs out to subcontractors with different program requirements,” explains Erik Garcia, Director of Support Services for CHP Energy Solutions. With over 20 active programs, each requiring unique documentation, maintaining documentation consistency became nearly impossible. This documentation, which CHP uses to receive funding, is crucial. “The information we need depends on where the client lives and what they qualify for. Our subs were trying to capture this data properly, but they couldn’t. We would often have to send people back out to get the right pictures so we could submit for funding and reimbursement.”
This inefficiency created a major roadblock in CHP’s daily workflow. “That’s the main problem—and it’s always going to be a challenge—because we’ll keep adding more and more programs to support our clients,” shared Garcia. “GoFormz helps us address this challenge, enabling us to tailor our forms to each client’s eligibility. If a client only qualifies for programs A and B, not C, D, and E, then the form only prompts the subcontractor to collect relevant pictures and data.”
GoFormz’s flexible user management was a key reason CHP selected the platform as its digital forms and data capture solution. “In the past, we had some challenges around security layers when working with our subcontractors,” noted Garcia. GoFormz’s advanced user management and permissions presented a critical turning point for CHP, enabling their team to configure unique user groups for each subcontractor, with defined permissions and platform visibility.
“GoFormz helps by tailoring forms to the client’s eligibility. If a client only qualifies for programs A and B, not C, D, and E, then the form only prompts the subcontractor to collect the specific pictures and complete the relevant measures."
– Erik Garcia, Director of Support Services, CHP Energy Solutions
Since implementing GoFormz, CHP has transformed its operations, tailoring its documentation and data capture to meet the needs of each of its programs. Among the operation’s most impactful process optimizations are its data collection and installation forms. When relying on manual documentation processes, members of the CHP team would often burn time entering redundant data into multiple forms. Using GoFormz, CHP configured a seamless automation, allowing users to reference data collected within another form. “What’s really cool is our Installation Form actually pulls in client data, pre-photos, and other details directly from the Data Collection Form, so there’s no need to re-enter information,” explained Traci Vargas, Business Solutions Specialist for CHP. This streamlined process not only eliminates redundant data entry but also ensures a consistent and complete data set for every job. The team also highlighted GoFormz’s list view functionality, which simplifies navigation on mobile devices. “The list view makes our forms so much easier to use in the field, especially when the screen space is limited.”
Beyond these two forms, CHP has also digitized compliance-heavy documents like its National Quality Assurance Form and the state-mandated Multifamily Form H. These forms were once created in Excel or PowerPoint, resulting in costly inefficiencies and reporting inconsistencies. Now, with GoFormz, CHP’s forms are equipped with Database Fields, Automated Calculations, and even templated language that adjusts based on selected inputs–accelerating data entry and protecting data integrity. “We used to do this in PowerPoint—adding photos, typing in data—it was kind of crazy,” Vargas admitted. “Now, it’s all automated. GoFormz tells you what to say and ensures the same language and photo requirements are met every time.” For regulated work, this consistency is critical. “When the stakeholder gets our reports, everything they need is already there. There’s no more back-and-forth,” said Meghan McMillen, Director of Weatherization Programs, CHP Energy Solutions.
“When the stakeholder gets our reports, everything they need is already there. There’s no more back-and-forth.”
– Meghan McMillen, Director of Weatherization Programs, CHP Energy Solutions
Meeting state and funder requirements is a non-negotiable part of CHP’s work—and GoFormz has become an essential tool in simplifying that process. “Ultimately, our packet is a combination of forms we create, but also forms that the funders would give us and say, ‘We need this one,’” explained Garcia. Using GoFormz, CHP can turn even the most cumbersome state forms into intelligent digital documents that include templated language, Conditional Logic, and Image fields. These documents often have specific language requirements that must be met. “Now, when we check a box, our form will make sure our users adhere to the exact wording officials are looking for.” By simplifying compliance, CHP has also accelerated approvals. “When the state receives these forms, they’re going to see the language they want and the four pictures they want every time. So they can just process it the first time,” said Vargas. What used to require back-and-forth reviews and manual corrections is now streamlined, with GoFormz automatically generating uniform, audit-ready reports.
While CHP has integrated GoFormz with systems like Microsoft Dynamics 365 and SharePoint, GoFormz delivers everything most weatherization agencies need, out of the box. “GoFormz by itself is incredibly effective. It gives agencies the ability to capture the right data, follow program-specific requirements, and streamline fieldwork—all within the same tool,” explained Mark Jackson, Vice President of CHP Energy Solutions. “And the value extends beyond weatherization programs; you can tailor the solution across utility initiatives as well.”
“GoFormz by itself is incredibly effective. It gives agencies the ability to capture the right data, follow program-specific requirements, and streamline fieldwork—all within the same tool.”
– Mark Jackson, Vice President, CHP Energy Solutions
CHP has unlocked substantial time savings, efficiency gains, and improved data quality by adopting GoFormz as its digital data capture platform.
Beyond streamlining workflows and automating complex processes, what truly sets GoFormz apart for CHP is the platform’s customer support and partnership. “The support that we receive from GoFormz is outstanding… It’s one of the reasons we chose GoFormz,” noted Vargas. That hands-on guidance has made implementing efficiencies easier and faster across teams. “It’s a simple tool that does what we need it to do—and on top of that, we get the support on the back end from GoFormz. Why wouldn’t everyone want to use this tool?”
“It’s a simple tool that does what we need it to do—and on top of that, we get the support on the back end from GoFormz. Why wouldn’t everyone want to use this tool?”
– Traci Vargas, Business Solutions Specialist, CHP Energy Solutions
CHP intends to broaden its internal use of GoFormz across its departments and programs, with plans to incorporate the platform into maintenance inspections and heat pump evaluation processes. In addition to expanding their internal use of GoFormz, CHP is also eager to share its benefits with other agencies and encourage wider adoption. “Ultimately, my goal is to show other agencies that they don’t need a fully loaded solution to be successful. What we’ve built with GoFormz is reliable, efficient, and gets the job done,” explained Garcia. “It proves that agencies don’t have to overspend to implement an effective system.”