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 multifamily showcase project profiles the significant energy efficiency improvements as well as annual energy savings of 36 percent and cost savings of more than $210,000 at the Castle Square Apartments, located in Boston's South End.

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of nearly 30 percent and cost savings of $108,500 at the Golda Meir House, Jewish Community Housing for the Elderly in Newton, MA. Some of the energy efficient measures include: high efficiency windows, wall and roof insulation, LED lighting, Energy Recovery Ventilation (ERV) system, advanced building controls to prevent air conditioning use with open windows, boiler and domestic hot water system with high-efficiency boilers and pumps, baseboard hydronic heat and thru-wall air conditioners with air source heat pumps.

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of 20 percent and cost savings of $68,000 at Los Robles Apartments located in Union City, CA. Los Robles was one of the first Low Income Housing Preservation and Residential Homeownership Act (LIHPRHA) projects in the country to leverage Low-income Housing Tax Credits (LIHTC) and private capital to finance comprehensive energy- and water-efficiency retrofits.

This multifamily showcase project profiles the significant energy efficiency improvements as well as annual energy savings of 68 percent and cost savings of nearly $300,000 from the redevelopment of The Anne M. Lynch Homes at Old Colony in Boston, MA, which provides deeply affordable housing in extremely energy-efficient buildings.

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

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.

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

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

Policy brief on how Massachusetts state government partnered with local governments to aggregate QECBs to support a range of public and private projects.

Story on how California homeowners are learning about energy efficiency by touring demonstration homes.

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

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

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

Case study highlighting San Diego's use of QECBs to finance a city lighting upgrade.

This policy brief describes how Austin Energy's Home Performance with ENERGY STAR program worked with its lending partner, Velocity Credit, to originate almost 1,800 loans, totaling approximately $12.5 million.

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

Example loan loss reserve fund agreement.

This case study features a Massachusetts-based program that used an SUV-mounted thermal imaging camera to evaluate thermal leakage from homes.

This case study describes Austin Energy's short-term, comprehensive rebate/financing offer to jump-start participation and valuable lessons learned along the way.

This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

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

This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.

This case study describes the experience of HartmanBaldwin, an architecture and construction company in Pasadena, CA, in becoming Home Performance with ENERGY STAR certified contractors. It includes a detailed example of a home performance upgrade from start to finish based on building science and other principles of the Home Performance with ENERGY STAR training program