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.

Launch your financing activities in coordination with other program components.

Develop the procurement, outreach, and loan support resources required to perform your financing activities.

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

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

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