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 webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.

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

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.

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.

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 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.

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

This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.

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.

This webcast discussed financial program management.

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

This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.

Example loan loss reserve fund agreement.

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.

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.

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.

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

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.

This webcast featured four presentations providing examples and best practices for revolving loan funds.