Residential and Commercial Energy Financing
Workshop
October 8th, 8:00am-noon
1666 North Main Street, Walnut Creek, CA
Third Floor Conference Room
Come at 8:00 a.m. for coffee and networking!
RSVP with Karen@cccclimateleaders.org
8:00
Complimentary Coffee and Pastries. Check-in and Networking.
8:30
Introductions: Lynda Deschambault, 4CL Executive Director;
Bob Simmons, Mayor Pro Tem City of Walnut Creek
8:45
Update on PACE financing. Status of the FFHA lawsuit and what’s new?
New: PACE Loss Reserve Program Speaker TBC
9:15
California First Update; What’s new, What’s Next?
Jonathan Kevles, Renewable Funding
9:45
Break
10:00
Financing for Residential homeowners. Offer your residents creative financing to encourage energy
efficient upgrades and improvements such as solar, HVAC, water savings and more!
John Law, HERO
10:20
On Demand financing for Commercial, Industrial and Multifamily Properties; allows up to 20% of a
property’s value to be financed for energy and water improvements
Erik Caldwell, Fig Tree Financing
10:40
Local Government Perspectives
City of San Jose, Michael Foster
County of Sonoma, Jane Elias
City of Concord, Robert Ramirez
General Peer-to-Peer discussion
11:30
Wrap up: Next Steps, Handouts, Resources and Tools
11:45
Networking Opportunities. Luncheon Snacks available.
Brought to you by Generation Green’s
Contra Costa County Climate Leaders program (4CL) www.cccclimateleaders.org
Your Ideas and questions are always welcome!! (925) 631-0597 or info@cccclimateleaders.org
Abstracts and Biographies
Update on Pace Financing, status of the FFHA lawsuit and more. The State’s goal of reducing greenhouse gas emissions, increasing the deployment
of sustainable and renewable energy sources, increasing the efficiency of the use of energy, and lessening the state’s dependence on fossil fuels; has
resulted in new funding opportunities, ranging from bond financing, sales & use tax exclusions and loss reserves to encourage lending. Review of the
FFHA lawsuit & the NEW PACE Loss Reserve Program.
California First update, what’s new, what’s Next?
A review of Renewable Funding's role in www.CaliforniaFIRST.org the largest PACE program in the country, with 17 counties in California, and a
discussion of the Statewide Validation process (expected Jan 2015) to facilitate for local government membership in the California FIRST program.
Jonathan Kevles, Senior Director Renewable Funding Residential PACE program. Prior to Renewable Funding, he was with AECOM, the
Sierra Club, the Clinton Climate Initiative, and the Rocky Mountain Institute. He has served as Los Angeles Deputy Mayor for Economic
Development under Mayor Jim Hahn, Regional Administrator for the City’s Redevelopment Agency, and on a variety of city, state assembly,
and congressional races in LA County
jkevles@renewfund.com, 510- 350-3709
Home Energy Renovation Opportunity (HERO)
A review of the HERO Program, the largest residential Energy Efficient PACE financing company in the country, now in 170 California municipalities
and a recipient of the Governor’s Environmental and Economic Leadership Award Program (GEELA). A review of how communities have stimulate
their local economies creating over 2,800 new jobs while reducing energy demand by 95 GWh’s per year and CO2 emissions by over 25,000 tons per
year.
John Law Director of Municipal Development, Renovate America. John is the primary government relations contact representing HERO in
Northern California. Prior roles include serving government in automotive emissions programs including California’s SmogCheck and
various nationwide programs. John also held key national executive sales and marketing roles serving technology and consumer goods sectors
for Fortune 500 corporations.
jlaw@heroprogram.com, 209-602-8990
Fig Tree Financing
Figtree will review their PACE programs for both commercial and residential property owners. A review of how cities can help businesses in their
community to utilize this program to reduce community wide energy demand. Touching on local government examples, Fig Tree will discuss how
residential PACE offering programs are being developed in cities across the state.
Erik Caldwell Director, Local Government Partnerships. Prior to Figtree, Mr. Caldwell served as President of a San Diego based government
affairs firm, managing strategic relationships for clean technology and real estate clients. And chief of staff and policy advisor to several city,
county, and state elected officials. Mr. Caldwell’s public policy experience includes developing innovative renewable energy financing
programs. As Deputy Director of Policy to former San Diego Mayor Jerry Sanders, he led the City’s clean technology, renewable energy
initiatives & PACE financing program.
ecaldwell@figtreefinancing.com, 858-771-0897
City of San Jose 2007 Green Vision, is a 15 year plan for economic growth, environmental sustainability, and an enhanced quality of life for its
community. The 10 goals establish a framework for achieving targets related to job growth, reducing energy use, eliminating waste, recycling 100% of
wastewater, and includes resolutions to allow Fig Tree, HERO, & California First programs.
Michael Foster Manages the City of San Jose’s energy programs, helping residents, businesses and local governments save money through
reduced energy use. As co-founder of the Silicon Valley Branch of the U.S. Green Building Council, he developed & applied expertise to
various city libraries, fire stations and community centers. He oversaw the nation's first Clean Energy Showcase, a "hands-on" demonstration
center, with 20 clean energy installations to teach about solar and clean energy opportunities. Mike was also part of the team to redesign San
José's commercial solid waste system, which ultimately developed the nation's first Dry Fermentation Anaerobic Digestion Systems.
michael.foster@sanjoseca.gov, 408-975-2601
Sonoma County The Energy and Sustainability Division of the County of Sonoma’s General Services Department was created in 2006 to promote and
deliver solutions necessary to mitigate environmental impacts and prepare for climate change. The Sonoma Energy Independence Program provides
residents with resources, rebates, incentives, contractors, and financing options to achieve local energy independence and greenhouse gas reduction
goals. Since March 2009, the Sonoma County Energy Independence Program has funded over $68 million dollars in energy, water and renewable
generation improvement projects utilizing Property Assessed Clean Energy (PACE) financing.
Jane Elias is Program Manager of Sonoma County’s Energy Independence Program. She works closely with a number of partner agencies,
governments, non-profits, contractors and other private entities to accomplish the County’s mission of reducing greenhouse gas emissions and
generating local jobs. She will review their PACE program involvement county wide, plans, and next steps.
Jane.Elias@sonoma-county.org, 707- 565-6470
City of Concord will review their PACE program involvement and plans, next steps
Robert Ramirez is the Economic Development Specialist for the City of Concord.
Robert.Ramirez@cityofconcord.org, 925-671-3048