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 …

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 – moreCustomized Technical Assistance:

Networking Linking! [Especially this field] See

www.ncaf.org/events - leveraging conf.Efficiency FirstPioneers= CVCAC, SCCAP, R-CAP more!!

How We WorkEOS team serves as leveragers’ ‘staff’ in the

start-up stagesSupports the staff you will bring on when you

get goingYour 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

Lisa.EDS@hardynet.comMeg Power, Ph.D. – Director – Economic Opportunity Studies, Inc.400 North Capitol Street, Suite G-80Washington, DC 20001Tel: 202-628-4900

megpower@opportunitystudies.orgwww.opportunitystudies.org