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Creating Successful
CERTs Projects:
A guide to planning,
application & evaluation
Presentation Overview
•   Goals of CERTs
•   Types of Projects
•   Planning Your Project
•   The RFP Application
•   Project-Specific Worksheets
•   Proposal Submission
•   Proposal & Grant Timeline
•   Final Report
                        www.CleanEnergyResourceTeams.org
Goals of CERTs
What is CERTs looking for in a proposal?
• Relates to clean energy or energy efficiency
• Includes a community engagement component
• Fosters new collaborations and partnerships
• Cost-effective and well-planned use of resources
• For research: A topic that builds off of another or can provide
  the foundation for future research and/or action


                      www.CleanEnergyResourceTeams.org
Types of Projects*
• Clean Energy                                      • Education
    – Wind                                                – Community-Based
    – Solar (PV or Thermal)                               – School-Based
    – Other (e.g. geothermal, biomass)              • Research – including
• Efficiency                                            feasibility studies
    – Low-Cost, No-Cost                             • Education and Research
    – Lighting                                          can be components of
    – Building Efficiency
                                                        another project or stand-alone

 *These examples based on past CERTs-funded projects—we're always interested in new ideas

                              www.CleanEnergyResourceTeams.org
Planning Your Project*
• What are YOU or your organization interested in?
• What would interest your greater community?
• What resources do you have available? (e.g. expertise, funding,
  similar projects)
• What are your primary goals? (Be sure to tell CERTs!)
• What is the best, most cost-effective use of your resources?
• What will be the project’s lasting effects or consequences?
• What are others in your region doing?
*CERTs has many resources to help you plan your project, too—visit our project planning tools:
                          http://sites.google.com/site/certsprojectplanning
The RFP Application
Included in the application:
• General contact information
• Information about the project
• Project Description
• Project Results
• Project Worksheets
• Project Funding Plan

                     www.CleanEnergyResourceTeams.org
Project-Specific Worksheets
For more common project types, CERTs developed sets of questions to aid
in proposal evaluation and data tracking. Examples include the number of
students involved in an education project or the number of kWh offset
over a lifetime by a wind turbine.

Applicants should use the best estimates to complete these worksheets and
may need to complete more than one if the project combines both
technical and educational component.

The worksheets will also be used as part of your final report.

The project-specific worksheets are available on the CERTs website.
                         www.CleanEnergyResourceTeams.org
Proposal Submission
Completing your proposal:                Submitting your proposal:
• Fill out application in                • Create email with subject:
  Microsoft Word—be                         “CERTs Grant Application –
  complete & specific                       [Your CERT Region Here]”
• Fill out all necessary                 • Attach Word application
  project worksheets in                     and Excel worksheets
  Microsoft Excel                        • Email final proposal to
• Review all materials                      RFP@CleanEnergyResource
                                            Teams.org
                     www.CleanEnergyResourceTeams.org
Proposal Review Criteria
Project Details – 35 pts total           Project Results – 50 pts total
• Project Purpose – 15 pts               • Outcomes & Evaluation – 10 pts
• Work Plan – 5 pts                      • Community Impact – 15 pts
• Timeline – 5 pts                       • Worksheet Analysis – 25 pts
• Collaboration – 10 pts
                                         Project Funding Plan – 15 pts



                        www.CleanEnergyResourceTeams.org
Proposal & Grant Timeline
•   Sep. 1, 2009: Request for Proposals opens
•   Nov. 2, 2009, 4:30pm: Final proposal deadline
•   Jan. 1, 2010: Selections made by teams
•   Jan. 5, 2010: Awards announced
•   Jun. 30, 2010: Status Update due
•   Oct. 1, 2010: $ revoked if project not initiated
•   Dec. 31, 2010: Reports and Invoices due
•   Payment: Issued upon receipt of final report and invoice

                         www.CleanEnergyResourceTeams.org
Final Report
Upon project completion you must submit the following:
1. Final Report
2. Appropriate project-specific worksheets
3. All receipts and bills for qualified activities
4. Photos (electronic versions) as available

After submitting these items, the project funds will be disbursed

                      www.CleanEnergyResourceTeams.org
For More Information
                                    Visit the CERTs
                                    website for more
                                    info about the
                                    application process
                                    & resources for
                                    project planning




 www.CleanEnergyResourceTeams.org

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CERTs 2009-2010 Seed Grant Introduction

  • 1. Creating Successful CERTs Projects: A guide to planning, application & evaluation
  • 2. Presentation Overview • Goals of CERTs • Types of Projects • Planning Your Project • The RFP Application • Project-Specific Worksheets • Proposal Submission • Proposal & Grant Timeline • Final Report www.CleanEnergyResourceTeams.org
  • 3. Goals of CERTs What is CERTs looking for in a proposal? • Relates to clean energy or energy efficiency • Includes a community engagement component • Fosters new collaborations and partnerships • Cost-effective and well-planned use of resources • For research: A topic that builds off of another or can provide the foundation for future research and/or action www.CleanEnergyResourceTeams.org
  • 4. Types of Projects* • Clean Energy • Education – Wind – Community-Based – Solar (PV or Thermal) – School-Based – Other (e.g. geothermal, biomass) • Research – including • Efficiency feasibility studies – Low-Cost, No-Cost • Education and Research – Lighting can be components of – Building Efficiency another project or stand-alone *These examples based on past CERTs-funded projects—we're always interested in new ideas www.CleanEnergyResourceTeams.org
  • 5. Planning Your Project* • What are YOU or your organization interested in? • What would interest your greater community? • What resources do you have available? (e.g. expertise, funding, similar projects) • What are your primary goals? (Be sure to tell CERTs!) • What is the best, most cost-effective use of your resources? • What will be the project’s lasting effects or consequences? • What are others in your region doing? *CERTs has many resources to help you plan your project, too—visit our project planning tools: http://sites.google.com/site/certsprojectplanning
  • 6. The RFP Application Included in the application: • General contact information • Information about the project • Project Description • Project Results • Project Worksheets • Project Funding Plan www.CleanEnergyResourceTeams.org
  • 7. Project-Specific Worksheets For more common project types, CERTs developed sets of questions to aid in proposal evaluation and data tracking. Examples include the number of students involved in an education project or the number of kWh offset over a lifetime by a wind turbine. Applicants should use the best estimates to complete these worksheets and may need to complete more than one if the project combines both technical and educational component. The worksheets will also be used as part of your final report. The project-specific worksheets are available on the CERTs website. www.CleanEnergyResourceTeams.org
  • 8. Proposal Submission Completing your proposal: Submitting your proposal: • Fill out application in • Create email with subject: Microsoft Word—be “CERTs Grant Application – complete & specific [Your CERT Region Here]” • Fill out all necessary • Attach Word application project worksheets in and Excel worksheets Microsoft Excel • Email final proposal to • Review all materials RFP@CleanEnergyResource Teams.org www.CleanEnergyResourceTeams.org
  • 9. Proposal Review Criteria Project Details – 35 pts total Project Results – 50 pts total • Project Purpose – 15 pts • Outcomes & Evaluation – 10 pts • Work Plan – 5 pts • Community Impact – 15 pts • Timeline – 5 pts • Worksheet Analysis – 25 pts • Collaboration – 10 pts Project Funding Plan – 15 pts www.CleanEnergyResourceTeams.org
  • 10. Proposal & Grant Timeline • Sep. 1, 2009: Request for Proposals opens • Nov. 2, 2009, 4:30pm: Final proposal deadline • Jan. 1, 2010: Selections made by teams • Jan. 5, 2010: Awards announced • Jun. 30, 2010: Status Update due • Oct. 1, 2010: $ revoked if project not initiated • Dec. 31, 2010: Reports and Invoices due • Payment: Issued upon receipt of final report and invoice www.CleanEnergyResourceTeams.org
  • 11. Final Report Upon project completion you must submit the following: 1. Final Report 2. Appropriate project-specific worksheets 3. All receipts and bills for qualified activities 4. Photos (electronic versions) as available After submitting these items, the project funds will be disbursed www.CleanEnergyResourceTeams.org
  • 12. For More Information Visit the CERTs website for more info about the application process & resources for project planning www.CleanEnergyResourceTeams.org