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CEE proposes to provide financial services to the City through an agreement with the City based on the program guidelines to be established by CEE and City staff. CEE will provide loan servicing, collection services and periodic reporting to the City as required by the contract guidelines. CEE will work with the City to negotiate an agreement that results in the highest level of service for New Brighton property owners and the most efficient use of program funds. PROPOSED PROCESS Final details of the program's process and procedures will be developed in concert with City staff. Based on our current understanding of the City's goals, CEE proposes the following process. Program Marketing The City will be primarily responsible for program marketing. However, at the City's request, CEE will be available to assist the City with marketing the program. CEE has several years of experience marketing various programs to many areas and has realized excellent success. Whenever appropriate, typically in a targeted area of the City, CEE encourages the City to hold an evening meeting in a community center to allow CEE to describe the program in detail to potential participants. CEE suggests an initial meeting because our twenty-five years of experience has shown that the meeting format is an ideal way to reach a large number of customers with a consistent message. At the meeting, our staff can answer questions regarding the loan program and consult residents on how to proceed through the program. The meeting format builds enthusiasm and encourages word-of-mouth promotion of the program. The meeting format has the added benefit of giving the City excellent visibility for offering a high quality and innovative program and emphasizes to New Brighton residents that the City is working hard to maintain and/or improve the area. Program participants will have the option of attending the informational meeting or simply submitting their application to CEE. Remodeling Advisor Services CEE will be available upon request to provide Remodeling Advisor visits to New Brighton homeowners. These services include a visit to the property to discuss proposed projects and identify and prioritize the improvement needs of the property. CEE's Remodeling Advisors are well versed in all aspects of design, construction and energy -efficiency. The Advisor will assist the homeowner is assessing the needs of the property, help to identify needed building permits, prepare scopes of work in order to ensure consistency among bidding contractors, and assist with the collection of bids and the selection of a contractor(s). At the request of the homeowner, CEE will assist the homeowner to solicit and collect bids from certified contractors. Though CEE does not recommend contractors, we have developed a contractor list for homeowners to use as a reference or they are free to contact other contractors. CEE will provide this assistance whenever necessary to ensure the homeowner is comfortable with the process and with the contractor selection. PageA-2 Proposal for City of New Brighton Center for Energy and Environment