A customer service database is essential for contractors and project organizers to track customer follow-up, schedule installations, and capture project results. The project organizer should provide the database structure and protocols to the contractor. Some contractors may have their own customer relationship management (CRM) software, but they should also update the database supplied by the program. This way, the contractor’s process is transparent to the project organizer, and if there are delays in implementation, the project organizer can see these and plan accordingly. Solar Oregon has developed a database for use with Solarize projects and is available on contract to build, manage, and administer a customized database for a reasonable fee. Other Solarize projects have used CRM software such as Salesforce to manage customer enrollment. The project organizer, as the agent of public trust, must be sensitive to the privacy of participants, and take care not to disclose information beyond the program or misuse information submitted by participants.Manage the communication and outreach to all neighbors. Members should be media savvy and should get articles in the newspaper, build a website, and recruit neighbors.Write the RFP, review contractor submittals, interview, and select a contractor. Members should include at least one solar professional or tradesperson and preferably non-voting technical support from the institutional sponsor (e.g., city or neighborhood coalition).The neighborhood recruitment meeting should be advertised in neighborhood papers, discussed personally with neighborhood association chairs/community groups, and talked about widely. These volunteers will be the core group to initiate the Solarize effort. Writing your RFP AND producing your RFP scoring rubric is really a chance intended for community members for you to express it is values. your own volunteer committee, acting Just as ones agent regarding recognized trust, can be generating a good defensible, open process to choose the contractor. Usually, no less than one solar professional or end user in solar expertise supports ones committee. It is important to acquire a clear way of scoring your current proposals IN ADDITION TO to help communicate the actual to the bidders. This can be Simplest make use of a good low number involving basic steps (three to five) with regard to each desired category, so The idea score variations tend to be significant.The RFP Just in case possibly be supplied widely. Contractors Just in case have several weeks for you to respond, IN ADDITION TO just about all inquiries AND replies Just in case possibly be posted to an public website, in which just about all bidders check out your same information. right after proposals tend to be received, ones committee members begin evaluation. Even during which your current project receives quite a few exceptional proposals, That is Least difficult to interview only your current top a couple of or three contractors as being a courtesy to the volunteers AND ALSO contractors.After contractor food selection will be announced, the committee will probably acquire concerns via contractors whom were not selected. regardless of whether It has followed the RFP evaluation criteria, the answer can be simple: “The committee scored your applicants AS WELL AS chose your own individual or even a couple of It scored your current highest towards rubric.” Committee members In case keep conversations positive AND ALSO not try to justify why the committee chose single contractor more than another.
