Develop the procurement, outreach, and loan support resources required to perform your financing activities.
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Identify and develop needed resources to position your organization in the market and maintain a viable business model.
Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.
Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.
Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
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.
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.
Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.
Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.
Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.
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.
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.
Establishing strong, collaborative partnerships with one or more lending partners is critical for successful delivery of affordable home energy lending. These partnerships are typically created through a request for proposal (RFP) process which can encourage market competition and help to attract...
A residential energy efficiency program’s success is dependent on the quality of work that contractors conduct in customers’ homes. Indeed, an in-depth examination of selected program strategies found that effective quality assurance and quality control programs provided a foundation for quality...
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Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program
This webcast discusses financing program RFPs and contract terms and conditions.
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Organizations or Programs
Enhabit,
Wisconsin Energy Conservation Corporation (WECC),
EnergyWorks KC,
Baltimore Neighborhood Energy Challenge,
BetterBuildings for Greensboro,
Green and Healthy Homes Initiative,
Working Partnerships USA,
NYC Apollo Alliance,
Community Power Works,
New York State Energy Research and Development Authority (NYSERDA),
RePower Bremerton,
Local Energy Alliance Program (LEAP),
RePower Bainbridge,
Better Buildings Near Eastside Neighborhood Sweeps Program,
RePower Kitsap,
Michigan Saves,
Keystone Home Energy Loan Program (HELP),
EnergySmart,
Efficiency Vermont,
Long Island Green Homes,
Energy Impact Illinois,
Energize Bedford,
reEnergize
This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.
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A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
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Organizations or Programs
BetterBuildings for Greensboro
This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.
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Organizations or Programs
Energize Delaware
This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.
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Sample Request for Proposals (RFP) was issued by Lawrence Berkley National Laboratory for a process and impact evaluation for the U.S. Department of Energy's Better Buildings Neighborhood Program.
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Organizations or Programs
EnergySmart Colorado
Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.
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Organizations or Programs
BetterBuildings for Greensboro
Example Request for Proposal (RFP) to provide The City of Greensboro with an estimate for the work required to create a Business Process Management Information Technology Tool (BPM IT Tool) for a municipal energy efficiency project.
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Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.
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Organizations or Programs
Enhabit
This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.
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Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
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Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
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Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.
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A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
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Organizations or Programs
EnergySmart Colorado
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.
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Organizations or Programs
BetterBuildings for Greensboro
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
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Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.
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Organizations or Programs
EnergyWorks
This is a sample request for proposals (RFP) from Philadelphia, Pennsylvania, for public information and marketing support.
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Organizations or Programs
Energy Impact Illinois
This sample RFP from Chicago can be used as an example when developing a communications strategy.
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Organizations or Programs
EnergySmart Colorado
This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.