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Leveraging: Now More Than Ever Lisa Kesecker, Energy Design & Services (EDS) – Moorefield, WV Meg Power, Ph.D. – Director, Economic Opportunity Studies - Washington, DC
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Why We Call it “Leverage” WAP
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To Open the Door … To: Successful Leveraging ADVOCACY is the KEY
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Jerry Garcia re: environment and poverty “Somebody has to do something, and it's just incredibly pathetic that it has to be us.”
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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
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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.
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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
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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
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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
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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
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Step 2 – Develop Internal (WAP ‘Family’) Support Executive Director – or – Housing Program Director – Board of Directors – or – WAP Contractors – and WAP State Office Manager
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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
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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
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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
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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
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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
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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
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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.
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The ARRA “ Leveraging” Project: simple summary Accessible Stuff Online forever www.weatherizationplus.org Some One To Talk to = “Individualized Technical Assistance” Networking Training
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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”)
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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
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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
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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
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More Approaches / More How-to Materials Landlord Contributions State and Federal Repairs/Health-Safety Volunteers Creativity Blooming…
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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?
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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!!
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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 )
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What’s Your Leveraging Tool Box Shopping List? Analysis? Strategizing? Examples? A leveraging mentor? On-line training/discussion events?
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Revisiting: Why We Call it “Leverage” This is Your Program Delivering Value WAP This is the value you add
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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)
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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
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