Planning Leveraging Initiatives for Weatherization Lisa Kesecker West Virginia Governors Office of Economic Opportunity NASCSP Mid-Winter Training Conference March 2011

Leveraging Guidance Reference “Weatherization Program Notice” (WPN December 28, 2010) Weatherization Grant Guidance 1.7 Leveraging and Leveraged Resources DOE program regulations permit Grantees to take a percentage of their grant to undertake leveraging activities which may supplement the program

Leveraging Guidance Reference “Weatherization Program Notice” (WPN ) Weatherization Grant Guidance 1.7 Leveraging and Leveraged Resources Leveraging activities include paying for agency staff or hiring consultant staff to explore and develop partnerships with utility companies and other entities that will generate non- Federal resources for Weatherization.

Leveraging Guidance Reference “Weatherization Program Notice” (WPN – ) Weatherization Grant Guidance 1.7 Leveraging and Leveraged Resources Other allowable leveraging include: holding leveraging meetings; preparing technical materials/briefs; or facilitating voluntary match funds from a non-Federal source.

Leveraging Guidance Reference “Weatherization Program Notice” (WPN – ) Weatherization Grant Guidance 1.7 Leveraging and Leveraged Resources The work done with leveraged resources must be consistent with an approved energy audit and utilize cost-effective measures. Leveraging efforts will not always be successful but Grantees should aim to produce more than one dollar leveraged for each DOE Dollar expended.

Leveraging Guidance Reference “Weatherization Program Notice” (WPN – ) Weatherization Grant Guidance 1.7 Leveraging and Leveraged Resources Grantees utilizing the‘ leveraging’ option must provide a detailed leveraging implementation plan in their annual State Plan, and must indicate in their annual budget, the estimated DOE resources to be used for leveraging activities.

A BIG part of a successful leveraging project includes Working relationship and dialogue between state WAP Grantee office and WAP network RESEARCH, understanding need, goal setting exercises & plans, as well as regulatory issues PARTNERSHIP: Working with an advocacy group EDUCATION by State Association network to the need and work for leveraging partnerships Lining up FINANCIAL RESOURCES for activity: –DOE WX Grant or WX T&TA Grant (State Plan) –LIHEAP Assurance funds Written Leveraging Plan and budget written in to Weatherization State Plan

OTHER RESOURCES to help develop Leveraging Strategies for State CAA Associations and advocates WHO COULD THEY CALL?  Hired guns (legal advice, expert witnesses, etc.)  Economic Opportunity Studies (EOS) & WX Plus websites  LIHEAP Clearing House website  National Consumer Law Center staff and materials  national Low-Income Energy Advocates network  Pro bono legal aid

STATE EXAMPLES a few state examples of successful long term Weatherization Leveraging Initiatives P rojects written into annual DOE State Plans where State Weatherization Office supports leveraging initiatives of state low-income energy advocacy initiatives:  West Virginia  Washington State  Massachusetts  Arkansas

WEB RESOURCES & TOOLS – WEBSITES WITH WEATHERIZATION and ENERGY DATA REREFERENCES For various Weatherization Leveraging/Public Information Resources/Tools/Tips/Research data - (part of ) - Economic Opportunity Studies (EOS) - leveraging, Recovery data, WAP resources, research documents, etc. – US Department of Energy website – includes links for ‘ Energy Efficiency and Renewable Energy ” (EERE) and Weatherizationwww.energy.gov – National Association for State Community Services Programs – weatherization legislative updates, state weatherization office contact informationwww.nascsp.org – Weatherization Assistance Program Technical Assistance Center - ‘ virtual ’ library of all rules, regulations, policies and procedures required by DOE's weatherization program -- a central repository for presentation materials, photos and videos of work in progress, site demonstrations, news articles, and other documentation to support WAP operations. – National Community Action Foundation – see ‘ energy ’ information and links – “ Energy Programs Leveraging Conference training ” in November/Floridawww.ncaf.org – DOE ’ s Energy Information Administration – deep site - energy-related datawww.eia.doe.gov - DOE EIA Short Term Energy Outlook – analysis by census division and census region (Home Energy Expenditures) - Utility Filings - FERC Form 1 – electric utility companies - # of customers by rate class; sales; revenueswww.ferc.gov/docs-filing/forms/form-1/viewer-instruct.asp – LIHEAP Clearinghouse – various LIHEAP/Weatherization energy references and resourceshttp://liheap.ncat.org – National Energy Assistance Directors Association – site includes publications on low-income state energy survey data, energy assistance reports, press releases, etc. – National Community Action Partnership – the ‘ events ’ and ‘ newsroom ’ tabs contain press ideas for CAAswww.communityactionpartnership.com – Home Energy Savers site- energy calculator – energy saving datahttp://hes.lbl.gov – Energy Star and related information on Energy Star appliances & efficiencywww.energystar.gov – American Fact Finder – US Census 2010 – detailed data; geographic detailhttp://factfinder.census.gov/home/saff/main.html?_lang=en - Current Population Survey (CPS) Table Creator – statewide cross tabulationshttp:// - ORNL Weatherization and SEP Support Program data – past and present evaluation data – reports – audit information, etc HHS Poverty Guidelineshttp://aspe.hhs.gov/poverty

Leveraging Initiatives for Weatherization Lisa Kesecker, WV Governors Office of Economic Opportunity