Financing and Repayment

PACE | On-Bill Repayment | Other State Loan Programs


The National Resources Defense Council, PACE Now, Renewable Funding, LLC, and The Vote Solar Initiative. “Property Assessed Clean Energy (PACE) Programs: Helping Achieve Environmental Sustainability, and Energy Independence, Improving Homeowner Cash Flow and Credit Profile, Protecting Mortgage Lenders, and Creating Jobs.” May 3, 2010.

The White House – US Department of Energy. “Policy Framework for PACE Financing Programs.” October 18, 2009.

The US Department of Energy. “Guidelines for Pilot PACE Financing Programs.” May 7, 2010.

Clean Efficient Energy Program. “Property Assessed Clean Energy (PACE) Overview.” Innovative Financing. September 1, 2009.

Mark Zimring, Ian Hoffman and Merrian Fuller. “Clean Energy Financing Policy Brief: PACE Status Update.” Lawrence Berkeley National Laboratory. August 11, 2010.

Zimring, Mark and Merrian Fuller. “Clean Energy Financing Policy Brief: Accelerating the Payment of PACE Assessments.” Lawrence Berkeley National Laboratory.  May 4, 2010.

Coughlin, Jason, Merrian Fuller, and Mark Zimring.  “Clean Energy Financing Policy Brief: Transferring PACE Assessments Upon Home Sale.” Lawrence Berkeley National Laboratory.  April 12, 2010

Fuller, Merrian and Mark Zimring. “Clean Energy Financing Policy Brief: PACE and the Federal Housing Finance Agency (FHFA).” Lawrence Berkeley National Laboratory. March 17, 2010.

Fuller, Merrian C., Cathy Kunkel, and Daniel M. Kammen. “Guide to Energy Efficiency and Renewable Energy Financing Districts for Local Governments.” Municipal Energy Financing. September 2009.

Farrell, John. “Municipal Energy Financing: Lessons Learned.” The New Rules Project Policy Brief; May 2010.

Sayce, Sarah. “Sustainability and Commercial Property Valuation.” Royal Institution of Chatered Surveyors (RICS) August 2009.

Property Assessed Clean Energy (PACE) Financing: Update on Commercial Programs,” Lawrence Berkeley National Laboratory (LBL), Clinton Climate Initiative, and Renewable Funding March 23, 2011.

Goldberg Marshall and Jill K. Cliburn. “Economic Impacts from the Boulder County, Colorado ClimateSmart Loan Program: Using Property-Assessed Clean Energy (PACE) Finanacing,” National Renewable Energy Laboratory (NREL) July 2011.


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On-Utility Bill

National Action Plan for Energy Efficiency (2007).  Aligning Utility Incentives with Investment in Energy Efficiency. Prepared by Val R. Jensen, ICF International.

Cillo, Paul and Harlan Lachman. “Pay As You Save Energy Efficiency Products: Restructuring Energy Efficiency.” The National Association of Regulatory Utility Commissioners. December 1999.

Brown, Matthew H. “State Energy Efficiency Policies Options and Lessons Learned: Brief #3 Paying for Energy Upgrades through Utility Bills” Alliance to Save Energy, Creating an Energy Efficient World.  2009.

National Action Plan for Energy Efficiency (2009). Customer Incentives for Energy Efficiency Through Electric and Natural Gas Rate Design. Prepared by William Prindle, ICF International, Inc.

Brown, Matthew H. and Beth Conover. “Recent Innovations in Financing for Clean Energy.” The Southwest Energy Efficiency Project. October 2009.

Persram, Sonja.  “Property Assessed Payments for Energy Retrofits: Recommendations for Regulatory CHange and Optimal Program Features,”  David Suzuki Foundation and Sustainable Alternative Consulting Inc. March 2011.

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Other State Loan Programs

Brown, Matthew H. “State Energy Efficiency Policies Options and Lessons Learned: Brief #2 Energy Efficiency Loan Programs.” Alliance to Save Energy, Creating an Energy Efficient World. 2009.

Fuller, Merrian C., Stephen Compagni Portis, and Daniel M. Kammen. “Toward a Low Carbon Economy: Municipal Financing For Energy Efficiency and Solar Power.” Environment – Science and Policy for Sustainable Development. January-February 2009.

Berliner, Roger. “HELP – Home Energy Loan Program.” Montgomery County Council, MD.  No Date.

NYSERDA’s Green Jobs-Green New York Program: Extending Energy Efficiency Financing To Underserved Households,”  Environmental Energy Technologies Division, Lawrence Berkeley National Laboratory, January 24, 2011.

Bailey, Jules.  “Energizing Cities: New Models for Driving Clean energy Investment,” New Energy Cities, May 2010.

Austin’s Home Performance with Energy Star program: Making a Compelling Offer to a Financial Institution Partner,” Lawrence Berkeley National Laboratory (LBL) Environmental Energy Technologies Division, March 22 2011.

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