Financial programs for retrofit projects and building upgrades have been growing rapidly in recent years. With wallets constrained, these programs allow residents, corporations and other entities to retrofit their buildings with no upfront cost and the promise of long-term energy savings. We will explore the top financial programs and find out what the options are, the pros and cons, and what to expect when utilizing a retrofit financial program.

08:30am:    Reception, Networking and Continental Breakfast

08:50am:    Welcome and Introduction

09:00am:    Panel Discussion Begins

10 minute Presentations covering Financial Programs: On-Bill Financing (OBF), Efficiency Services Agreement, Managed Services Agreement, and Property Assessed Clean Energy Financing (PACE).

• Who is eligible for the program?
• What does the application process entail? How long does the application period take? What is the typical amount of time it takes for an applicant to hear back after applying?
• Does your financial program include any upfront costs that customers should be prepared for? Are there financial eligibility requirements?
• How long is the typical payback period? What is the payback period and rate based on? How is the customer billed?
• Is there a cap on how much a customer can finance? Can a customer retrofit multiple times under your program?
• Is the building assessed before accepting a new customer? How is the assessment made?
• Who owns the new equipment installed? If the financing company does, is there an option for the customer to buy the equipment either during or at the end of the program?
• Who is liable for the maintenance of the equipment?
• Highlight of a particular case study

Panel Discussion on Pros and Cons of each Financial Model

• What are the barriers of entry for customers participating in your retrofit financial support program?
• How many people use your financial incentive program annually?
• Is there a limit to the amount of projects your program can finance?
• Does your financial program have long term viability? What are the factors that will contribute to the viability of your program? Policy? Technology?
• Who should be taking advantage of financial retrofit programs?

10:30am:    End of Panel Discussion: Q&A, Networking

11:30am:    End of Conference

Speakers:
Metrus Energy, David Kenny, Director of Project Development

Renewable Funding LLC, Ken Hejmanowski, Program Manager

Transcend Equity Development, Steve Gossett Jr, Vice President

Moderator:

Charles Pankow Builders, Wally Naylor, Vice President/Regional Manager of Special Projects Division Silicon Valley

Download the Agenda

Location and Directions:

Garden Court Hotel @ 520 Cowper St. in Palo Alto, CA

Driving: From 101 (North or South): Exit University Avenue, go west. Make a left onto Cowper Street. Hotel is on the right-hand side on the first block.
From 280 (North or South): Exit Sand Hill Road, head east. Turn right onto Arboretum Road. Make a left onto Palm, which turns into University Avenue. Turn right onto Cowper Street. Hotel is on the right side on the first block.

Public Transit:Take Caltrain to the Palo Alto stop. Upon leaving the train station follow University Avenue 0.4 miles (6 blocks) to Cowper St. and turn right. The Garden Court is half of a block down on the right hand side.

Registration:

Log in to www.agrion.org or create a new profile.  Register directly in the section of the program.

Please contact ashley.harris@agrion.org for any further questions.