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.

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.

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

Homeowner survey created by the utility to inform their whole home upgrade program.

Mission, goals and objectives of the Regional Climate Protection Authority.

Authorization form to obtain household energy information.

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

Sample script Los Angeles County used to survey homeowners about energy issues.