Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.

This infographic illustrates program accomplishments between 2011 and 2014.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.

This peer exchange call summary focused on tracking and using data to support revenue streams.

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

This report describes different approaches to energy efficiency finance taken by utilities.

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

This report provides information for states intending to set up a new revolving loan fund for state energy programs.