leveraging: now more than ever lisa kesecker, energy design & services (eds) – moorefield, wv...
TRANSCRIPT
Leveraging: Now More Than Ever
Lisa Kesecker, Energy Design & Services (EDS) – Moorefield, WVMeg Power, Ph.D. – Director, Economic Opportunity Studies - Washington, DC
Why We Call it “Leverage”
WAP
To Open the Door …
To: Successful
Leveraging
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 ResourcesOther 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
• 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 – andWAP 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, AARPHousing 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 foreverwww.weatherizationplus.orgSome One To Talk to = “Individualized Technical
Assistance”NetworkingTraining
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 WorkHow 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 templatesIntro to financing building owners useNew ideas/sources/results
More Approaches / More How-to MaterialsLandlord ContributionsState and Federal Repairs/Health-SafetyVolunteers
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 FirstPioneers= 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? • 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 presentersLisa Kesecker --Energy Design & Services536 Cunningham Woods DriveMoorefield, WV 26836Tel/Cell: 304 388-4982
[email protected] Power, Ph.D. – Director – Economic Opportunity Studies, Inc.400 North Capitol Street, Suite G-80Washington, DC 20001Tel: 202-628-4900