Develop the procurement, outreach, and loan support resources required to perform your financing activities.
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Implement contractor coordination and workforce recruitment and training in concert with other program components
Develop workforce and contractor engagement procedures, forms, and materials
Manage third-party impact and process evaluation activities by coordinating with evaluators, transferring data, and overseeing evaluation deliverables.
Identify and implement systems and tools that will support data collection and data quality necessary for effective evaluation.
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.
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.
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 evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.
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.
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.