This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.
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Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.
The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.
The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).
The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).
This page contains annual and monthly update reports of the Green Jobs-Green New York program.
Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.
This infographic illustrates program accomplishments between 2011 and 2014.
This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.
Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
Example credit application from Fayette County Better Buildings.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.
Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.
This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.
A sample for defining and elaborating on the specifics of a clean energy loan program.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).
Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.
Primer for Clean Energy works Portland financial offering. Includes loan term and rates, transfer of ownership, and underwriting criteria to expand access to financing for low-income residents.
A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.
An example of a detailed and thorough implementation guide written for the Michigan Saves program.
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.
This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.
This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.
Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.
Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.
A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.
A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.