PACE Best Practices and Guidelines

Best Practices are those operational policies governing a PACE program that ensure protections for the homeowner, mortgage lender, project investor, and local government. Best practices will also ensure the sustainability of the program and support PACE as a viable financing mechanism.

The documents listed here represent PACE best practices and guidelines as advised by an assortment of agencies and organizations.

Name

Reference

Case Study: Three Successful PACE Models Collaborate to Provide Best Practices for an Emerging PACE Program Applied Solutions
Best Practices for Energy Retrofit Program Design: Best Practices White Paper Home Performance Resource Center, March 2010
Commercial Property Assessed Clean Energy (PACE) Primer U.S. Department of Energy, July 12, 2010
Guide to Energy Efficiency and Renewable Energy Financing  Districts for Local Governments Renewable and Appropriate Energy Laboratory for the City of Berkeley, California, September, 2009
Guidelines for Pilot PACE Financing Programs U.S. Department of Energy, May 7, 2010
Manual for Establishing Renewable Energy Financing Districts New Mexico Energy, Mineral and Natural Resources Department, June 3, 2010
Policy Framework for PACE Financing Programs U.S. Department of Energy, October 18, 2009
Recommendations for Clean Energy Municipal Projects California Home Energy Retrofit Coordinating Committee, June 2009
Emerging Best Practice for Underwriting Commercially-Attractive Energy Efficiency Loans Buonicore, Anthony J., Building Energy Performance Assessment News, April 2012
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