Transcript Sample Presentation Title Second Line of Longer Description

Leveraging: Now More Than Ever
Lisa Kesecker, Energy Design & Services (EDS) – Moorefield, WV
Meg Power, Ph.D. – Director, Economic Opportunity Studies - Washington, DC
Why We Call it “Leverage”
WAP
To Open the Door …
ADVOCACY is
the KEY
Jerry Garcia re: environment and poverty
“Somebody has to do
something, and it's just
incredibly pathetic that it
has to be us.”
Leveraging Guidance Reference
DOE Weatherization Program Notice or WPN
(WPN 2011-01 12-28-2010)
“1.7 Leveraging & Leveraged Resources
Other allowable leveraging include: holding leveraging meetings;
preparing technical materials/briefs; or facilitating voluntary
match funds from a non-Federal source”
http://www.opportunitystudies.org/
And http://www.waptac.org
Your WAP Annual State Plan Development
It is critically important that as part of any new DOE WAP
funded/supported leveraging project,
the Leveraging Project narrative and
budget must be written into the “DOE
State Plan”
submitted once a year to DOE for review and approval.
Start When You Get Home
• The development process for annual State Plan is
typically underway by early January
• time is of the essence for any state’s 2012-13 DOE
WAP State Plan to include a Leveraging Plan
• Developing leveraging and partnership strategies
should be a thoughtful process.
• A plan must have
information specific to your organization,
your goals, and
Proof of your ability to oversee such leveraging
goals/projects you may visualize
Step 1- Define Your Goals & Success
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Think thru/write down desired outcomes
Identify your service demographics
ID opportunities/advantages for all stakeholders
Invest time in developing/updating references/data
library
Step 1 (cont’d)
• Draft a project outline and timeline in proposal format
to share and tweak internally with your strategy team
• Be flexible & prepared to make several revisions
• Make Time! developing new leveraging partnerships
requires patience
Step 2 – Develop Internal (WAP ‘Family’) Support
Executive Director – or –
Housing Program Director –
Board of Directors – or –
WAP Contractors – and
WAP State Office Manager
Step 2- (cont’d)
• Choose: Point Person/ Leveraging Project Manager to
• lead the charge,
• herd cats,
• keep initiative moving.
• Have depth within your group to work thru all phases of
plan
• Get a firm public draft agreed to
Step 3 – Identify & Find Champion(s)
• Organize a Strategic Planning Session, consider
• goals,
• assets, opportunities
• stakeholders, barriers
• ID & strengthen internal relationships: local or
state PAC members/Boards, State CAA Assn.
• share ideas, proposal, information/data packets
Step 3 (cont’d)
ID & strengthen external relationships
LIHEAP, Fuel Funds, AARP
Housing Authorities,
Enviro groups
Mortgage Finance Partners
 Get your foot in the door
Start garnering support
Step 4 – Support: Meet with Potential Partners
• Point Person meets partners identified to plan more
could include DOE WAP Training Center leaders,
utility friends who will market leveraging partnership
concept
• Prepare background Packet: data, evaluations,
stories, praise
• Use a Weatherization Technical Crew for On-Site
WAP Technical Demo to educate some partners
Step 5 –Use Social Media/Video: strategic resource
• Target a range of efficiency markets/groups
• Get media/social media exposure for your
final/formal leveraging partnership
• puts accountability on external decision makers
• better informs them of the program/proposal.
• Link to WAPTAC’s technical information,
curriculums, worker certification, training &
partnership opportunities
Step 6. Use the Work/Experience of Others
• The Leveraged Partnerships Site and Technical
Assistance
• An Economic Opportunity Studies project that
provides direct and on-line technical information
and assistance,
• DOE-Supported & FREE
www.weatherizationplus.org
EOS Weatherization Leveraging Partnership Project. The Project provides direct and on-line technical information and assistance,
primarily supporting local & state programs of Weatherization and Energy Assistance, as well as their private and community partners.
The ARRA “ Leveraging” Project: simple summary
Accessible Stuff Online forever
www.weatherizationplus.org
Some One To Talk to = “Individualized Technical
Assistance”
Networking
Training
Choose Your Goal:
Why Leverage More Funds?
EX: IS Goal #1 More Service to More Low-Income
Homes?
Check OUT: Relevant
Project Resources
Utility Low-Income Efficiency Programs
(AKA “the Mother Lode”)
FIND: Utility-WAP Partnership Resources, Info, Examples
Data: Surveys, Reports on Utility/WAP:
Baseline 2008 = $250-$400Million/yr.
Most was in 29 states; ¼ in CA.
Cases: How Good Programs Work
How To’s: Win a Program
Regulators and Legislators-Advocating
Utility Program Resources (cont’d)
Templates for, Testimony, Coalition Deals
Detailed Features, Evals. of ProgramsEx. [How much Admin $?? Utility programs
that cover roof repairs??]
Technical Assistance – Let’s Talk!
Networking with the Best Advocates
Same Goal/Different Approach
Help owners of “Other” Affordable Housing use
their rehab money better

resources:
Model partnerships: case studies and templates
Intro to financing building owners use
New ideas/sources/results
More Approaches / More How-to Materials
Landlord Contributions
State and Federal Repairs/Health-Safety
Volunteers
Creativity Blooming…
Choose Your Goal:
Why Leverage More Funds?
Ex. Is Goal #2 Jobs for Your Trained Workers
Case Studies, experts,
“Fee-for-Service” / Community Economic
Development /Energy Social Enterprise
Analysis: who is buying energy retrofits?
Marketing your workers & capacity – more
Customized Technical Assistance:
Networking
Linking! [Especially this field] See
www.ncaf.org/events - leveraging conf.
Efficiency First
Pioneers= CVCAC, SCCAP, R-CAP more!!
How We Work
EOS team serves as leveragers’ ‘staff’ in the
start-up stages
Supports the staff you will bring on when you
get going
Your Needs Develop Our Agenda (until March
2013
)
What’s Your Leveraging Tool Box Shopping
List?
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Analysis?
Strategizing?
Examples?
A leveraging mentor?
On-line training/discussion events?
Revisiting: Why We Call it “Leverage”
This is Your Program
Delivering Value
WAP
This is the
value you
add
Two Veterans’ Advice:
• Winning big, durable partnerships takes
• Thought,
• Time,
• Capacity = time for staff = money,
• A village (Your association? A coalition? )
• Concentrate!
• Dream!
• Deliver Quality (again)
Contact Information for presenters
Lisa Kesecker --Energy Design & Services
536 Cunningham Woods Drive
Moorefield, WV 26836
Tel/Cell: 304 388-4982
[email protected]
Meg Power, Ph.D. – Director – Economic Opportunity Studies, Inc.
400 North Capitol Street, Suite G-80
Washington, DC 20001
Tel: 202-628-4900
[email protected]
www.opportunitystudies.org