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.

Search Results: U.S. Dept. of Energy (DOE)
Displaying 1 - 100 of 174 Previous | Next | New Search
Designing and Operating Homeownership Programs on Tribal LandsMembers only Login
The purpose of this guide is to offer tribal leadership in New Mexico with a comprehensive overview of the steps required to create homeownership programs on reservation land, with a particular focus on the mortgage lending process.
Clean Energy For Low Income Communities ToolkitMembers only Login
The Clean Energy for Low Income Communities Accelerator (CELICA) was a voluntary partnership between the U.S. Department of Energy (DOE) and state and local governments to lower energy bills for low-income communities.
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...
U.S. Department of Energy Loan Program's OfficeMembers only Login
Edward Rios from the Department of Energy provides an overview of the financing programs offered through the Loan Programs Office at the 2019 CDFA Federal Policy Conference.
Solar Lending Practices by Community and Regional Financial Institutions Members only Login
Current projections of solar photovoltaic (PV) system costs and deployment in the United States indicate substantial capital requirements over the next 30 years and beyond. Concurrently, community and regional financial institutions (CRFIs),...
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...
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 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...
Measuring Success in the States
Sandy Fazeli from the National Association of State Energy Officials will present ways some states have financed and already seen success with energy programs on the state levels
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...
Brownfields to Renewables: Redeveloping Contaminated Lands with Renewable Generation FacilitiesMembers only Login
Bjorn Jensen's 2010 Thesis for MIT focuses on using renewable energy generation to facilitate brownfield remediation, examining three successful and one unsuccessful case study to understand best practices and common hurdles.
Public-Private Clean Energy FinanceMembers only Login
Jason Rittenberg of CDFA introduces several energy financing programs from around the country giving an idea of the spectrum of tools available for economic development organizations involved in clean energy finance.
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...
Energy Tax CreditsMembers only Login
Energy tax credits are thoroughly explained by Joel Cohn of CohnReznick LLP and Durham McCormick of McGuire Woods LLP.
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.
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...
Renewable Energy Projects: Tax-Exempt and Other Tax Advantaged FinancingMembers only Login
This report by John Wang of Orrick, Herrington & Sutcliffe reviews energy project financing tools. The report provides a particular emphasis on tax-exempt private activity bonds, and includes appendices on steps for issuing conduit bonds and...
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...
Clean Energy & Energy Finance: Overcoming Challenges & Delivering SuccessMembers only Login
Kate Tompkins with Squire Sanders addresses challenges in clean energy and energy finance. Furthermore, Tompkins touches on important financing considerations, and assessing various sources of capital to find the best match for your particular...
Oregon Department of Energy - Energy Loan ProgramMembers only Login
The State Energy Loan Program (SELP) offers low-interest loans for projects that: save energy; produce energy from renewable resources such as water, wind, geothermal, solar, biomass, waste materials or waste heat; use recycled materials to create...
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...
A Bright Future: Building a Solar AtlantaMembers only Login
Environment Georgia Research & Policy Center details Atlanta's efforts towards sustainability and green energy production. This report urges public leaders to consider making a considerable investment in clean energy, specifically solar energy, in...
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.
Georgia Clean Energy Property Tax Credit ProgramMembers only Login
This document provides guidance, requirements, forms and other information to assist eligible taxpayers claim the Georgia Clean Energy Property Tax Credit. The credits are available to taxpayers between July 1, 2008 and December 31, 2014.
Texas Renewable Energy Industry ReportMembers only Login
The Texas Renewable Energy Industry Report is a very detailed assessment of the state's renewable energy portfolio. The report is balanced with information and data highlighting case studies. financial incentives, consumption by energy source,...
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: Ownership StructuresMembers only Login
Forrest Milder at Nixon Peabody and Stephen Tracy of Novogradac & Company present various ownership models and describe the important relationship between financing model and ownership structure.
Financing Renewable Energy: PTCs ETCs & GrantsMembers only Login
Jim Duffy at Nixon Peabody and Tony Grappone at Novogradac & Company discuss various tax credits and grants that can be used as sources of financing for renewable energy projects.
Financing Renewable Energy: IntroductionMembers only Login
Stephen Tracy with Novogradac & Company covers renewable energy markets and current state of affairs.
Incentives for Clean Energy ProductionMembers only Login
Tremendously useful document from Wisconsin's Office of Energy Independence. This document provides comprehensive, detailed information of all state and federal grants, loans, bonds, credits, and programs that can be utilized for clean energy...
A Smorgasbord of Innovative Financing ModelsMembers only Login
Jeffrey Greenberger with Affordable Community Energy presents a unique housing development and energy project that incorporated multiple tax credits and federal development finance tools.
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.
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.
Energy Finance: Legal, Policy and Regulatory Considerations
Fred Fucci of Arnold & Porter LLP reviews legal issues related to renewable energy finance, with an emphasis on federal tax credit restrictions and structures.
Incentive and Tax Credit Programs
Stephen Heusinger of Backroads Capital Partners reviews energy tax credit programs and provides and overview of state energy incentives.
The Latest in Housing Authority Energy FinanceMembers only Login
This presentation from a Ballard Spahr Housing webinar covers a number of federal programs that can be used to finance energy efficiency in housing, including HUD incentives, energy tax credits, and tax-exempt bonds.
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.
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).
Displaying 1 - 100 of 174 Previous | Next | New Search

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