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 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.

Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

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.

Example credit application from Fayette County Better Buildings.

This policy brief provides insight into the transaction of an on-bill energy efficiency loan portfolio between two mission-oriented lenders, Craft3 in Oregon and Self Help in North Carolina.

Philadelphia EnergyWorks helped sustain future programs by sharing marketing insights and program data with a local utility partner.

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.

This case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.

EnergyWorks' phased marketing campaign appeals to Philadelphia homeowners based on the current weather conditions.

This article, part of a series sponsored by Home Performance with ENERGY STAR, details the successes and lessons learned of the Neil Kelly Company. Over the past 63 years, the Neil Kelly Company has successfully navigated several economic downturns and has revamped its home performance division to emerge as a leader of sustainable building practices.

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

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia, Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia,  Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

This video describes the partnerships that EnergyWorks in Philadelphia established to offer classroom, lab, and in-field training to technicians to help them enter the home performance market.

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

This case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

This case study discusses how Clean Energy Works Oregon (now Enhabit) used performance-based incentives, limited-time bonus rebates, early financing approvals, and seasonal advantages to broaden its program reach and increase home upgrade completions.

This video provides an overview of training a local workforce to meet program needs, including meeting the needs of local contractors for new hires.

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

Case study highlighting Philadelphia's use of QECBs to finance energy efficiency upgrades for City buildings.

This data intake template spreadsheet provides a way to track home energy performance metrics.

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

Outlines Philadelphia's EnergyWorks program's use of low-interest loans to incentivize homeowners by tying the interest rate to the number of energy efficiency measures incorporated into the home.

This case study discusses the strategies Clean Energy Works Oregon's (now Enhabit's) used to actively engage contractors to make the program successful (e.g., balancing contractors' work priorities, enforcing quality standards).

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.

This is a sample request for proposals (RFP) from Philadelphia, Pennsylvania, for public information and marketing support.

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