1. Leveraging: Now More Than Ever Lisa Kesecker, Energy Design & Services (EDS) – Moorefield, WV Meg Power, Ph.D. – Director, Economic Opportunity Studies - Washington, DC

2. Why We Call it “Leverage” WAP

3. To Open the Door … To: Successful Leveraging ADVOCACY is the KEY

4. Jerry Garcia re: environment and poverty “Somebody has to do something, and it's just incredibly pathetic that it has to be us.”

5. 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.orghttp://www.waptac.org

6. 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.

7. 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

8. 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

9. 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

10. 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

11. Step 2 – Develop Internal (WAP ‘Family’) Support Executive Director – or – Housing Program Director – Board of Directors – or – WAP Contractors – and WAP State Office Manager

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. www.weatherizationplus.org 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.

19. The ARRA “ Leveraging” Project: simple summary Accessible Stuff Online forever www.weatherizationplus.org Some One To Talk to = “Individualized Technical Assistance” Networking Training

20. Choose Your Goal: W hy 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”)

21. 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

22. 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

23. 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

24. More Approaches / More How-to Materials Landlord Contributions State and Federal Repairs/Health-Safety Volunteers Creativity Blooming…

25. Choose Your Goal: W hy 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?

26. Marketing your workers & capacity – more Customized Technical Assistance: Networking Linking! [Especially this field] See www.ncaf.org/events - leveraging conf. www.ncaf.org/events Efficiency First Pioneers= CVCAC, SCCAP, R-CAP more!!

27. 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 )

28. What’s Your Leveraging Tool Box Shopping List? Analysis? Strategizing? Examples? A leveraging mentor? On-line training/discussion events?

29. Revisiting: Why We Call it “Leverage” This is Your Program Delivering Value WAP This is the value you add

30. 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)

31. Contact Information for presenters Lisa Kesecker --Energy Design & Services 536 Cunningham Woods Drive Moorefield, WV 26836 Tel/Cell: 304 388-4982 Lisa.EDS@hardynet.com Meg Power, Ph.D. – Director – Economic Opportunity Studies, Inc. 400 North Capitol Street, Suite G-80 Washington, DC 20001 Tel: 202-628-4900 megpower@opportunitystudies.org www.opportunitystudies.org