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Intro Property Assessed Clean Energy (PACE) Finance Course
Daily: 12:00 - 5:00 PM Eastern

-Overview

Property Assessed Clean Energy (PACE) is an innovative financing tool that can be used to support new energy efficiency upgrades, retrofitting, and/ or energy generation on industrial, commercial (C-PACE), and residential (R-PACE) properties. These programs help communities reduce their energy use, lower energy costs, and reduce environmental impacts. Increasingly, PACE is also used to finance various sustainability and resiliency projects. With PACE, property owners have access to low-interest loans provided by private lenders for sustainability-related improvements. Loan payments are then collected through municipalities by incorporating them with the landowner’s yearly property tax payments.

The Intro Property Assessed Clean Energy (PACE) Finance Course will explore the process of creating, operating, and maintaining a community-based PACE program. This two-day course will feature a comprehensive overview of PACE including program design, capital markets analysis, investor attraction, legal and regulatory considerations, market potential, and operations. This training course is designed to put your community on the path to energy efficiency while creating jobs and promoting environmental sustainability.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Join us online and start down the road to personal and professional advancement today.


Course Objectives

  • Learn the basics of PACE, how it functions, and why it is important for energy improvements
  • Tell the difference between the needs of commercial and residential properties
  • Follow the process of setting up a PACE district from start to finish
  • Grasp an understanding of energy bonds and their purpose in providing revenue
  • Discover the many roles involved in completing a successful PACE program
  • Learn how to implement a PACE program in your community
  • Ascertain a knowledge of the financing terms, regulations, and guidelines
  • Hear recommended practices from a number of projects and case studies throughout the country

Topics Covered

  • How PACE works
  • Why use PACE as a financing tool
  • Addressing barriers to PACE implementation
  • Financing process & terms
  • Important regulations & guidelines
  • Management structures
  • How to create a PACE program for a community
  • Example PACE programs from start to finish
  • Residential vs. Commercial
  • PACE Bonds
  • Eligible PACE Products
  • Players involved – designer, administer, contractor, investor, financier, property owner
  • Marketing your PACE program
  • Finding potential investors and contractors
  • Lender consent process

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Broker, dealers, and underwriters
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Attorneys
  • Accountants
  • Financial Advisors
  • Policy Makers

Course Advisor

Angela Blatt Angela Blatt
Director
As a Director in the Strategy & Services Division at the Council of Development Finance Agencies (CDFA), Angela focuses on the W.K. Kellogg Foundation-funded initiative “Defining the Food System Asset Class,” whereby CDFA explores opportunities for... (More)

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