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.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

Launch your financing activities in coordination with other program components.

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

Establish program goals and objectives to clarify what you want your program to achieve and to guide program design and implementation over time.

Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.

Identify and engage organizational partners in your business model design.

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.

Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.

Establish goals, objectives, and timeframes for your financing activities.

Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

Learn about the capabilities and services of existing contractors and training providers working in your market.

Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.

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.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

Establish relationships with contractors who will deliver program products and services, and with organizations that train and certify workers.

Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.

Research and analyze the specific barriers, needs, and opportunities for a residential energy efficiency program in your community.