Develop the procurement, outreach, and loan support resources required to perform your financing activities.
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Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.
Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
Publication Date
Organizations or Programs
Community Power Works
This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.