Technical Assistance


Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

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Displaying 1 - 100 of 123 Previous | Next | New Search
Reducing Energy Burden for Low-income Residents in Multifamily Housing with Solar Energy Members only Login
When paired with energy efficiency measures, cost effective solar energy systems can support state and local program administrators’ goals to reduce low-income household energy burden. Energy burden is the share or percentage of annual household...
Direct Federal Financial Interventions and Subsidies in Energy in Fiscal Year 2016Members only Login
This report—an update based on Fiscal Year 2016 data—continues a series of U.S. Energy Information Administration (EIA) reports on federal direct financial interventions and subsidies into energy markets. EIA assigns within-scope U.S. tax and direct...
Financing the Energy Efficiency Market - U.S. DOEMembers only Login
Steve Dunn with the U.S. Department of Energy presents strategies for financing energy efficiency upgrades for commercial and residential properties.
Assessing the PACE of CA Residential Solar DeploymentMembers only Login
This report by Jeff Deason and Sean Murphy from Berkeley Lab examines the impacts of Property Assessed Clean Energy programs on residential solar photovoltaic development in California from 2010-2015.
Energy Efficiency Financing ProgramsMembers only Login
Investments in clean energy and infrastructure projects are growing rapidly, and the need for sustainable financing solutions becomes more important every day. From new production facilities and renewable energy source development to the...
Harvey Rogers, Economic Development Financing in Oregon: from the Sublime to the RidiculousMembers only Login
Harvey Rogers described the current bond market in Oregon and explored bond financing case examples which prove their effectiveness in addressing critical infrastructure needs.
CDFA // BNY Mellon Webcast Series: Post-Election Development Finance LandscapeMembers only Login
This month’s CDFA // BNY Mellon Development Finance Webcast Series on the post-election development finance landscape featured Toby Rittner of CDFA, Eric Silva of North South Government Strategies, George Friedlander of George Friedlander...
Best Practice Guidelines for Residential PACE FinancingMembers only Login
This document from the DOE provides revisions to the original “Guidelines for Pilot PACE Financing Programs,” to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been...
DOE Best Practice SlidesMembers only Login
Eleni Pelican of the DOE presented an updated version of the original DOE “Guidelines for Pilot PACE Financing Programs.”
Financing Improvements for Energy Efficiency in Ohio - Current TrendsMembers only Login
Energy development is the fastest growing area of development finance nationwide. Caleb Bell (Bricker & Eckler LLP) discuss the financing mechanisms behind energy efficiency loans and bonds in Ohio.
Financing Improvements for Energy Efficiency in OhioMembers only Login
Energy development is the fastest growing area of development finance nationwide. Paul Toth (Toledo-Lucas county Port Authority) discuss the financing mechanisms behind energy efficiency loans and bonds in Ohio.
Clean Energy Financing from the Dept. of EnergyMembers only Login
The Department of Energy’s Loan Programs Office has more than $40 billion in authority to finance innovative clean energy projects and advanced technology vehicles manufacturing. 
Best Practice Guidelines for Residential PACE Financing ProgramsMembers only Login
The revised Dept. of Energy guidelines focus on best practices for program design, including consumer and lender protections; compatibility of PACE with other energy efficiency programs and services; minimum contractor requirements and performance...
Energy Investment Partnerships: Product Offerings & Market Assessment
Factsheet 2 of the Energy Investment Partnerships covers clean energy through bond markets, credit enhancements and capital markets, property assessed clean energy, and market assessment.
Energy Investment Partnerships Webinar: Measuring Impact & Data Collection
The fourth and final EIP webinar focuses on evaluating successful EIPs, identifying the necessary data to collect to demonstrate successful and positive impact, and how EIPs can create lasting, powerful movements towards boosting bourgeoning clean...
Perspectives on Energy Investment Partnerships
To close out the Energy Investment Partnerships Webinar Series, Rima Ouied from the U.S. Department of Energy will provide closing remarks and reflect on the opportunity that states have for building new partnerships to finance and deploy clean...
Evaluating Current Financing Programs and Gaps in the Market
Paul Toth, President & CEO, will discuss the Toledo-Lucas County Port Authority approach to financing energy efficiency and renewable energy projects, their approach to recruiting and engaging with partners, and how they coordinate regionally and...
Diversity in Structure, Market, and Execution of EIPs
Amy McCartin, Vice President, New York Green Bank, will discuss the financial tools and programs that NYGB utilizes to further clean energy transition, including but not limited to credit enhancements, aggregation, asset loans, and composite...
Accessing the Capital Markets
Stephen Pearlman, Co-Founder and Managing Member, Pearlman & Miranda, LLC will explain the how clean energy fits into the capital markets and the general regulatory and structural considerations during all stages of a financing.
Energy Investment Partnerships Webinar: Access to Capital & Leveraging Existing Financing Tools
The Energy Investment Partnerships Webinar Series is a tailored four-part webinar series designed specifically for states and stakeholders working to develop or enhance an Energy Investment Partnership (EIP). The webinar series will provide...
Energy Investment Partnerships: What Is It & How to Get Started
CDFA and the U.S. Department of Energy have partnered to produce the Energy Investment Partnerships Webinar Series and a set of four Fact Sheets. Each Fact Sheet will summarize the best practices covered in the corresponding webinar and provides...
Sparking a Movement to Accelerate the Growth of Green Energy
Bryan Garcia, President & CEO of the Connecticut Green Bank, discusses green bank model and the programs and products of the Connecticut Green Bank.
Energy Investment Partnerships Webinar Series - CAEATFA
Deana Carrillo, Executive Director, of California Alternative Energy and Advanced Transportation Financing Authority discusses existing programs and pilot programs that complement existing programs that support small business energy efficiency.
Craft3 Energy Lending Programs
Adam Zimmerman, with Craft3, discusses various energy lending programs through targeted sectors and financing.
Growing Clean Energy Markets Quickly with Green Bank/EIP Financing & Market Development
Jeffrey Schub, Executive Director of the Coalition for Green Capital, speaks about how Green Banks (EIPs) fill the financing gap and their role of increasing the flow of capital. He explains lessons learned from a Green Bank creation and operation.
Energy Investment Partnerships Guide: How State and Local Governments Are Engaging Private Capital to Drive Clean Energy Investment
The United States Department of Energy released the Energy Investment Partnerships Guide, a technical document authored by the Council of Development Finance Agencies that examines how state and local governments can leverage private capital to...
IMCP Program - Application Strategy Session PresentationsMembers only Login
Launched in 2013, IMCP is a national competition that designates up to 12 manufacturing communities. In addition to national recognition, communities receive a federal liaison, promotion, and the potential for targeted investments from 11 federal...
National Offshore Wind Energy Grid Interconnection StudyMembers only Login
This executive summary is a companion to the full National Offshore Wind Energy Grid Interconnection Study (NOWEGIS) report and primarily discusses the conclusions and recommendations of the study. Key results and observations are included. Electric...
Offshore Wind Market and Economic AnalysisMembers only Login
This report by the Navigant Consortium provides a comprehensive annual assessment of the U.S. offshore wind market. The report focuses on new developments that have occurred in 2014. The report provides stakeholders with a data source addressing...
Distributed Energy Generation in Multifamily HousingMembers only Login
University of California, Santa Barbara focuses on a solution best suited for HUD’s diverse portfolio located in clustered communities as part of the 2014 Better Buildings Case Competition. Key program details, a spatial distribution analysis of HUD...
Energy Efficiency and Distribution Generation at Federally Assisted Housing ComplexesMembers only Login
This proposal is prepared by Stanford University for the Department of Energy 2014 Better Buildings Case Competition recommends the implementation of the Multifamily Affordable Distributed Energy (MADE) program to increase adoption of distributed...
Investing in American EnergyMembers only Login
This presentation from the U.S. Department of Energy gives an overview of the Loan Programs Office (LPO), LPO projects, and programs ran by LPO.
Advanced Technology Vehicles Manufacturing Loan Program OverviewMembers only Login
The U.S. Department of Energy's Advanced Technology Vehicles Manufacturing (ATVM) loans support the development of advanced technology vehicles (ATV) and associated components in the United States. As of July 2014, the program has made over $8B in...
Community Solar Guide: Utility, Private, and Non-Profit Project DevelopmentMembers only Login
This guide from the US DOE is designed as a resource to shows the range of incentives and policies for operational community solar projects while providing examples. Additionally, this guide suggests changes in the regulatory landscape that could...
The Opportunity for Energy Efficiency Financing Programs in the SEMembers only Login
In this report, the Southeast Energy Efficiency Alliance examine the barriers and drivers of successful efficiency programs, deliberate upon what financing roles are most appropriate for SEEA involvement going forward, and make recommendations about...
Wind and Solar Energy Policy Recommendations for Rural DevelopmentMembers only Login
The National Agricultural & Rural Development Policy Center provides recommendations that promote development of renewable energy at both the utility scale and smaller scales.
Creative Financing for Brownfields-Grayfields Redevelopment
In this presentation, Evans Paull of New Partners for Smart Growth explores creative financing models for brownfield redevelopment. Paull covers tools such as bonds, loans, grants, credit enhancements, TIF as well as case studies.
Better Buildings Alliance - 2013 Annual ReportMembers only Login
This report provides detailed information on the activities of the Better Buildings Alliance program in 2013. Furthermore, the report highlights accomplishments and continued growth.
Energy Efficiency Financing Program Implementation PrimerMembers only Login
This primer from the U.S. Department of Energy provides an overview of key considerations for state and local policymakers, utility energy efficiency program administrators, and partners in designing and implementing successful energy efficiency...
Solar and Energy Loan Fund (SELF) OverviewMembers only Login
The Solar and Energy Loan Fund is a 501(c)3 non-profit organization and a certified CDFI which provides energy expertise and affordable financing to enable low-to-moderate income homeowners and small businesses to identify and make cost-effective...
Energy Efficiency Conservation Block Grant Program GuidelinesMembers only Login
The California Energy Commission has developed these Guidelines to help implement and administer the Energy Efficiency and Conservation Block Grant Program.
New Models of Financing Energy Efficiency Presentation
The New York State Energy Research and Development Authority (NYSERDA) recently issued $24.3 million Qualified Energy Conservation Bonds to finance loans for residential energy efficiency improvements. This “first of its kind” innovative financing...
Federal Finance Facilities Available for Energy Efficiency Upgrades and Clean Energy Deployment
The U.S. Department of Energy has released a guide to financial resources for clean energy to serve state, local and tribal leaders seeking to build a robust, clean energy economy. This guide provides a snapshot of the federal finance facilities...
CE+BFI Task Force Meeting - Energy Investment Partnerships, PACE, SCEFI
During this Task Force meeting, CE+BFI discussed a variety of trending topics for clean energy development. Speakers discussed efforts to explore Energy Investment Partnerships as a mode for supporting clean energy development and successful...
Concise Summary of U.S. Dept of Energy Loan Guarantee ProgramMembers only Login
Milbank, Tweed, Hadley & McCloy LLP provided a summary of the Department of Energy Loan Guarantee Section 1705 Program. This document outlines key participants, documents, financing structures, eligibility, security, fees & costs and more.
GAO Report: Department of Energy - Status of Loan ProgramsMembers only Login
The Government Accountability Office (GAO) released their report on the status of three loan programs administered by the Department of Energy (DOE). In the report, GAO reveals the underutilization of these programs and details the efforts of DOE to...
DOE - How the Government Delivers Clean Energy and U.S. JobsMembers only Login
U.S. Department of Energy Loan Programs Office released a document detailing the three clean energy loan programs they administer including Section 1703, Section 1705, and ATVM Loan Programs. The document contains program objectives, functionality,...
DOE Advanced Technology Vehicles Manufacturing Loan ProgramMembers only Login
The U.S. Department of Energy offered a webinar featuring the Advanced Technology Vehicles Manufacturing Loan Program. The webinar provides an overview of the program, goals, eligibility, requirements, and characteristics of a strong application.
DOE Factsheet: Advanced Energy Manufacturing Tax Credit (48C)Members only Login
This DOE factsheet gives an overview of the Advanced Energy Manufacturing Tax Credit. Treasury may award $2.3 billion in tax credits for qualified investments in advanced energy projects, to support new, expanded, or re-equipped domestic...
CDFA-Stern Brothers Renewable Energy Finance Webcast Series: A New Era of Energy Financing in the MidwestMembers only Login
The Midwest has quietly been transitioning into an economy driven by clean energy and innovation that builds on its strong roots in manufacturing and farming. We are now seeing wind farms, solar panel installations, and new energy research centers...
A New Era of Energy Financing in the Midwest Presentation
The Midwest has quietly been transitioning into an economy driven by clean energy and innovation that builds on its strong roots in manufacturing and farming. We are now seeing wind farms, solar panel installations, and new energy research centers...
Brookings: Create a Nationwide Network of Advanced Industries Innovation HubsMembers only Login
Devashree Saha and Mark Muro at Brookings make the case for congress to authorize the build-out of a national network of innovation hubs, expanding on the programs already administered by the Department of Energy and Department of Commerce.
Financing Renewable Energy: Debt SourcesMembers only Login
Deborah DeMasi at Nixon Peabody covers sources of debt, specifically DOE and USDA loans, loan guarantees, and grants.
Financing Renewable Energy: IntroductionMembers only Login
Stephen Tracy with Novogradac & Company covers renewable energy markets and current state of affairs.
Exploring the Effectiveness of Capital Financing OptionsMembers only Login
Jeff Pitkin with New York Energy Research and Development Authority explores the effectiveness of private capital financing options through revolving loans and loan-loss reserves.
Brookings: Legislation to Support Residential PACE FinancingMembers only Login
Devashree Saha with Brookings Metropolitan Policy Program discusses the tremendous, positive impact enacting legislation supporting residential Property Assessed Clean Energy financing may have on local, state, and federal budgets.
Financing ReNew Energy Projects with BondsMembers only Login
John May Head of Alternative Energy Finance Group at Stern Brothers & Co. discusses the vast options to help finance energy projects via bonds.
EPC Memo: QECBsMembers only Login
In a memo released by Energy Programs Consortium, Elizabeth Bellis examines the QECB bond market on a national scale.
Michigan Saves: Financing Energy Improvements for Homeowners, Businesses, and Local GovernmentsMembers only Login
The Michigan Saves programs, including energy efficiency loans for a variety of users, are covered here by Julie Bennett of Michigan Saves.
Financing Advanced Biofuels Integrated BiorefineriesMembers only Login
Mark Riedy of Mintz Levin Cohn Ferris Glosky and Popeo discusses the current and near-future states of federal finance programs for renewable energy development.
Leveraging State Funds in Energy Efficiency Financing
Chuck Clinton of NASEO covers a wide variety of state-level energy efficiency finance tools, including QECBs, SEP, and on-bill financing.
Ohio Energy Loan Fund Guidelines and Application ProcessMembers only Login
This Notice of Funding Available was issued by the Ohio Department of Development and provides the program guidelines and application process for loans through the state Energy Loan Fund.
Federal Affairs Focus: Federal Energy Finance Programs
Erin Tehan profiles four distinct federal financing programs supporting energy efficiency and renewable energy in this article from Development Finance Perspectives, Issue 1 | 2012.
Revolving Loan Funds and the State Energy ProgramMembers only Login
The Department of Energy has published this list of steps and best practices for using the DoE's State Energy Program funds to finance a Revolving Loan Fund (RLF).
DOE Guidance on State Energy Programs on Revolving Loan Funds and Loan Loss Reserves Members only Login
This document contains guidance from the Department of Energy on the use of State Energy Program funds to operate revolving loan funds. The paper discusses federal restrictions on the use of these funds.
Toledo: Launching an Alternative Energy EconomyMembers only Login
Toledo-Lucas Port Authority is using $15M in funding from the Department of Energy to finance an energy efficiency improvement program targeting residents, businesses, and local government buildings.
Taking Advantage of QECBsMembers only Login
This presentation by the Department of Energy gives an overview of the Qualified Energy Conservation Bond (QECB) program. This program provides low-cost financing to state, local, and tribal agencies for energy conservation projects.
Brookings-Sizing the Clean EconomyMembers only Login
This comprehensive report by Brookings provides an in-depth look at the "Green Economy" and explores various policy changes that could encourage growth in this sector.
NREL Renewable Energy Financing Tracking Initiative 2011Members only Login
These are the results of a survey of renewable energy financing professionals by the National Renewable Energy Laboratories (NREL). The results discuss the types of incentives used, borrowing terms and the importance of various government incentives.
Renewable Energy Project Finance in the U.S.: An Overview, 2012 Year in Review, and Future OutlookMembers only Login
This greenpaper from Mintz Levin provides a thorough discussion of energy project finance in 2010, as it stands now, and how the market looks for the near future. The paper covers project structures, federal programs, market forecasts, and more.
DF Perspectives 3: Federal Innovation Finance Programs
This article featuring four federal innovation finance programs was written by Erin Tehan for the third issue of CDFA's magazine, Development Finance Perspectives.
Toledo is Launching a Local Alternative Energy EconomyMembers only Login
This 1-page document from the Department of Energy highlights the Toledo-Lucas County Port Authority Advanced Energy Utility District Project, which takes advantage of the BetterBuildings Program to fund energy efficiency improvements.
Guidebook to Geothermal Finance
This guidebook produced by the National Renewable Energy Laboratory provides an in-depth analysis of how federal and state financing programs affect the geothermal industry.
State-Based Financing Tools to Support Distributed and Community Wind ProjectsMembers only Login
Description of programs availible to aid small wind developers published by the Clean Energy States Alliance. Provides an overview of federal programs and programs used by Massachusetts, New York, and Wisconsin.
Tax Credit Finance Reference Guide
Written in conjunction with Ice Miller LLP, the Tax Credit Finance Reference Guide examines how to effectively apply tax credits to development opportunities, and explains the basics of tax credits and the fundamentals of using these tools. In...
Renewable Energy Tax CreditsMembers only Login
Tony Grappone from Novogradac & Company gives this presentation discussing the basic structures of renewable energy tax credits. He breakdowns sample revenue and expenses as well as gives examples of investor benefits for using the credits.
Energy Tax Credit ProgramsMembers only Login
Steve Heusinger from Backroads Capital Partners gives this presentation outlining the basics of energy tax credit programs, including state tax credits. He reviews the technologies that qualify for various tax credits as well as trends in the energy...
State Energy RLFs -- Overview and TrendsMembers only Login
This report from the National Association of State Energy Officials covers state revolving loan funds, particularly with regards to newly created or altered with ARRA funding. The report offers an overview of RLFs and provides summaries of the...
Exploring the Effectiveness of Private Capital Financing Options through Revolving Loans and Loan-Loss ReservesMembers only Login
Jeff Pitkin from the NY State Energy Research & Development Authority provides a thorough overview of the state's financing options for energy efficiency improvements. Details include loan requirements and the financing structure for a...
Renewable Energy Financing Structures: Key Considerations, Options and InnovationsMembers only Login
Karlynn Cory from the National Renewable Energy Laboratory (NREL) gives this presentation outlining some of the key initiatives at NREL, along with project financing options and financing resources available at the federal and state levels.
Bond Financing Mechanisms for Public and Private Energy ProjectsMembers only Login
Steven Klein of First Infrastructure covers credit enhancement and other bond financing mechanisms for energy projects in this presentation. Topics include DOE and USDA loan guarantees and state and local programs.
Renewable Power Opportunities for Rural CommunitiesMembers only Login
The USDA published this report, written by Samuel V. Brown, David G. Nderitu, Paul V. Preckel, Douglas J. Gotham, and Benjamin W. Allen, on renewable power for rural communities. The thorough report reviews types of power, business models, and...
State Support for Clean Energy Deployment: Lessons Learned for Potential Future Policy Members only Login
Authored by the Clean Energy States Alliance, this report from the National Renewable Energy Laboratory (NREL) reviews financial incentives and financing tools used by state programs to encourage clean energy investment. The financial tools outlined...
Energy Finance in ActionMembers only Login
The Energy Finance in Action panel included these presentations by David Rogers and Douglas Lamb. David Rogers reviewed several programs, including tax-exempt bonds, federal tax credits, and PACE. Douglas Lamb covered energy financing models,...
CT Development Authority 2010 Legislative ReportMembers only Login
This Legislative Report for the Connecticut Development Authority (CDA) reviews the details of all financing programs operated by the CDA. The programs include direct loans, a capital access program, bonds, and more. Details include financing...
Update on 2010 Stimulus Funding for Champaign County, ILMembers only Login
This report from Susan Chavarria of the Champaign County Regional Planning Commission reviews the county's stimulus funding and related projects. This document is a best practices example of project reporting, as the detailed sector breakdowns,...
Ohio PACE: Responsible Solutions for Energy TransitionMembers only Login
This presentation by Mary Cunningham and Russ Meeker of Community Reset covers Property Assessed Clean Energy programs. Specific topics include a review of the U.S. Dept. of Energy guidelines and a discussion of concerns with the PACE program.
Property Assessed Clean Energy Financing: The Ohio StoryMembers only Login
This review of PACE financing in Ohio was written by Raymond C. Headen, Sally W. Bloomfield, Matt Warnock, and Caleb Bell of Bricker & Eckler, LLP. The article reviews federal policies affecting PACE and mortgages, as well as Ohio policies affecting...
Understanding Energy Development - Industry PerspectiveMembers only Login
Chris Lohmann from the Department of Energy gives an overview of ARRA energy related programs and their impact in the energy development market.
Financial Vehicles within an Integrated Energy Efficiency ProgramMembers only Login
Chris Lohmann from the Department of Energy outlines a variety of different funding options for energy efficiency projects.
Revolving Loan Funds (RLF)
This paper from the National Renewable Energy laboratory describes the basics of how a revolving loan fund works and how to setup a revolving loan fund for energy efficiency projects. The appendix contains a variety of resources related to RLF best...
Federal Incentives for Achieving Clean Energy Development on Contaminated Lands
The development of clean and renewable energy on formerly used land offers many economic and environmental benefits. This document provides information about Federal incentives that can be leveraged for clean and renewable energy and development of...
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