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.

The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.

This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.

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 plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.

This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.

This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).

This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.

This infographic summarizes the results of RePower Bainbridge's Final Boarding Call event, providing an effective, engaging way to share program results with partners and other stakeholders.

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

This webinar presented the story of the successful stakeholder process in Arkansas which led to the state's 2007 "Quick Start" utility-administered energy efficiency programs, the expansion of Quick Start programs to comprehensive programs in 2009, and the adoption in 2010 of increasing annual energy efficiency goals for 2011-2013. General principles of a successful collaborative process by utilities, utility regulators, customers and customer groups, state agencies, energy efficiency and consumer advocates, and others was discussed.

This webcast discussed financial program management.

This webcast discusses financing program RFPs and contract terms and conditions.

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

Example of an implementation plan developed by Seattle's Community Power Works at the beginning of the implementation of its Better Buildings Neighborhood Program.

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.

This webcast discussed program administration for PACE financing programs.

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.