Develop the procurement, outreach, and loan support resources required to perform your financing activities.

Implement contractor coordination and workforce recruitment and training in concert with other program components

Develop workforce and contractor engagement procedures, forms, and materials

Identify and develop needed resources to position your organization in the market and maintain a viable business model.

Launch your financing activities in coordination with other program components.

Design a residential energy efficiency program that integrates marketing and outreach, contractor coordination, incentives, financing, and program evaluation to provide customers with the products and services they want through a customer-centric process.

Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.

Identify your organization's preferred market position by assessing existing market actors, gaps, competitors, and potential partners. Develop a business model that will allow you to deliver energy efficiency services.

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.

Ensure a positive customer experience with your program from launch through implementation over time.

Support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, fostering clear communication, and refining program processes over time, in partnership with your workforce.