Develop processes, strategies, and procedures to continuously improve your organization’s operations and position in the market.
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Develop the procurement, outreach, and loan support resources required to perform your financing activities.
Publicize benefits and lessons learned resulting from your organization’s success in the market.
Develop processes to evaluate your organization’s strengths, weaknesses, and market position on a regular basis.
Launch your financing activities in coordination with other program components.
Create your organization’s business plan, which describes how your operational and financial structure will support the delivery of energy efficiency services.
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.
Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.
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.
In order to craft a sustainable financial model, organizations need to identify long-term sustainable revenue sources. As with the Better Buildings Neighborhood Program, grant funding can be a great way to get an effort off the ground; however, grant funding does run out, leaving the need to secure...
Homeowners do not benefit from access to financing if they don’t know about or understand options available to them. Contractors are often the primary transaction point for selling upgrades, and many programs have found that ongoing collaboration with contractors through sales training, regular...
Publication Date
Organizations or Programs
Efficiency Vermont,
Fayette County Better Buildings Initiative,
New York State Energy Research and Development Authority (NYSERDA)
Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.
Publication Date
Organizations or Programs
Energy Upgrade California
This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.