C-PACE and Contractors
Overview of C-PACE for Contractors
To learn more about our C-PACE process, contractors should review:
- Our two-page factsheet
- C-PACE progress nationwide
- The C-PACE FAQ Sheet
- The webinar below
- The webinar slides
The resources below are organized into the following categories. You can navigate to the appropriate section by clicking on the bulleted item:
If you would like to receive further information, OED provides contractor training sessions. Please contact Shawna Cuan at firstname.lastname@example.org with requests or questions. The full training presentation can be viewed here.
Authorized Service Provider List
All C-PACE projects must be completed by an authorized service provider. Municipalities that opt-in to Utah’s statewide C-PACE program by signing the Municipal Agreement can use the list maintained by OED below (see more information on opting-in below in Step 1). Otherwise, the municipality must maintain its own list.
Salt Lake City has opted-in to the statewide C-PACE program and OED is meeting with other municipalities to encourage them to opt-in as well. If you have a project located in a municipality that has not opted-in and need assistance please contact email@example.com. For more details about municipal participation in Utah’s statewide C-PACE program, please visit our website and watch our 15 minute video for municipalities.
|Total Building Commissioning (TBC) Inc.||Energy Audits or Studies on Lighting, HVAC, Building Envelope, Controls, Building/Energy Management Systems, Commissioning, Solar PV, Combined Heat and Power, Motors and Drivers, Renewable Energy, and Geothermal||www.tbcxinc.com||Matt Garlick
324 S State Street, Suite 400B, SLC, UT 84111
|Synergy Power, Inc.||Building/Energy Management Systems and Solar PV||www.synergypowerpv.com||Chris Lucas
531 River Meadow Drive
Alpine, UT 84004
|Salmon HVAC||HVAC, Controls, Motors and Drives, and Project Installer||www.salmonhvac.com||Troy Salmon
1230 N 1300 W Ste. 15
Centerville, UT 84014
|On Top Solar and Electric||Lighting, Building Envelope, Building/Energy Management Systems, Solar PV, Renewable Energy, Energy Auditing, Design Group, Engineer, Project Installer, and Efficient Roof Installations||www.ontopsolarandelectric.com||Nacona Lott
155 Aspen Drive
Park City, UT 84098
|Marathon Electric||Lighting, Controls, Solar PV, and Renewable Energy||www.marathonelectricllc.com||Matt Sovic
4322 S Main Street,
Murray, UT 84107
|Legend Solar||Lighting, Commissioning, and Solar PV||www.legendsolar.com||Adam Parr
204 Playa Della Rosita, Washington, UT 84780
|Jaycee Electric Inc.||Solar PV, Project Installer||none||Stewart Knudson
PO Box 810
Riverton, UT 84065
|Intermountain Wind and Solar||Solar PV, Renewable Energy, and Wind||www.intermtnwindandsolar.com||Mark Richards
1953 West 2425 South, Woods Cross, UT 84087
|Hunt Electric||Lighting, Controls, Building/Energy Management Systems, Solar PV, Motors |
and Drives, Renewable Energy, and Wind
1863 West Alexander Street
SLC, UT 84119
|Gunthers||HVAC, Controls, Solar PV, Engineers, Project Developer, Project Installer, and Measurement & Verification||www.gunthers.com||Andy Jackson
81 South 700 East
American Fork, UT 84003
|Gardner Engineering Alternative Energy Services, LLC||Solar PV, Renewable Energy, Wind, Energy Auditing, Design Group, Engineer, Project Installer, Hydro Electric, and EV Charging Stations||www.gardner-energy.com||Kyle Hartman
2047 Painter Lane, West Haven, UT 84401
|Creative Energies Utah LLC||Solar PV, Renewable Energy, Wind, Project Installer, and Measurement & Verification||www.cesolar.com||Toby Schmidt
455 West 1700 South
Salt Lake City, UT 84115
|Comfort Systems USA Intermountain||HVAC and Plumbing, Controls, Building/Energy Management Systems, Combined Heat and Power, Motors and Drives, Geothermal, Water Conservation, Compressed Air, Design Group, and Project Installer||www.comfortsystemsutah.com||Jayson Mullins
2035 South Milestone Dr., Salt Lake City, UT 84104
|Clear Solar Installers||Lighting, Solar PV, Design Group, and Project Installer||www.clearsolar.us||Devin Dickson
135 S. Mountain Way Dr.
Orem, UT 84058
|Architectural Nexus, Inc.||Energy Auditing, Design Group, Architect, and Whole Building Energy Modeling||www.archnexus.com||David Griffin II
2505 East Parleys Way, Salt Lake City, UT 84109
|Affiliate Solar||Lighting, HVAC, Controls, Building/Energy Management Systems, Commissioning, Solar PV, Motors and Drives, Renewable Energy, Water Conservation, Energy Auditing, Project Developer, Project Installer, and Electrical Hybrid Generation||www.affiliatesolar.com||Randy Eaves
1457 West 40 South, Suite 400, Lindon, UT 84042
|Utah Smart Solar||Solar PV||www.utahsmartsolar.com||Daniel Lake
214 Nottingham Drive
Delta, UT 84624
Authorized Service Provider Application
If you are a contractor that meets the required criteria and would like to be added to our list of locally authorized C-PACE vendors, please complete the following Authorized Service Provider Application and submit the completed application to firstname.lastname@example.org. Authorized service providers must have an active Utah Division of Occupational and Professional Licensing license number and all relevant classifications, and certify they are bonded and hold the state minimum for liability insurance.
Completing a C-PACE Project
Building owners may need assistance from contractors throughout the C-PACE process. We organized the following resources according to our statewide C-PACE program. This program can be used for projects located in in municipalities that have opted-in to the statewide C-PACE program (see Step 1 below for more information).
STEP 1: Municipality Opt-In to Statewide C-PACE Program
Municipalities that sign the Municipal Agreement join Utah’s statewide C-PACE program and receive technical assistance from OED in the form of reviewing and vetting proposed projects to ensure they are eligible and viable C-PACE projects; maintaining a list of authorized service providers; providing template documents to process and issue bonds; and verifying project installation. Salt Lake City has opted-in to the statewide C-PACE program and OED is meeting with other municipalities to encourage them to opt-in. If you have a project located in a municipality that has not opted-in and need assistance please contact email@example.com. For more details about municipal participation, please visit our municipality webpage and watch our 15 minute video for municipalities. Please note, municipalities can still process and approve C-PACE projects even if they do not opt in to the statewide program. We established the statewide program to help reduce the burden on municipalities to process these projects.
STEP 2: Project Design and Applications
The building owner should work with their contractor to design the specific project. All C-PACE projects must be completed by an authorized service provider. OED maintains a list of providers on behalf of municipalities that have opted-in to the statewide program. A list of providers is provided in the table above. Contractors that want to be added to the list and meet the minimum criteria must fill out the Authorized Service Provider Application and submit it to firstname.lastname@example.org.
Once the project is selected, the contractor should help the building owner complete the Pre-Application, including the property title record, and submit it to OED (email@example.com) to ensure the project meets the C-PACE eligibility criteria. The information submitted in the application should demonstrate that there are no delinquent taxes, special assessments, or water or sewer charges on the property; the property is not subject to a trust deed or other lien on which there is a recorded notice of default, foreclosure, or delinquency that has not been cured; and there are no involuntary liens, including a lien on real property, or on the proceeds of a contract relating to real property, for services, labor, or materials furnished in connection with the construction or improvement of the property. U.C.A § 11-42-209(2).
Once the pre-application is approved, the contractor should help the building owner complete the Application and submit it to OED (firstname.lastname@example.org) along with the documents requested in the application (project description, site map, etc.). The application demonstrates the viability of the project scope and financials. To help demonstrate the viability of the proposed project, we strongly recommend that all building owners applying for C-PACE financing conduct an energy audit or assessment commensurate with the technical level of the project (for example, an ASHRAE Level II Audit). A list of pre-approved energy auditors and assessors can be found in the table above. An audit may also be required by the lender as part of their underwriting criteria. For more building owner-related resources, please visit our building owner webpage.
STEP 3: Identify Capital Provider
The building owner is responsible for identify and selecting the capital provider to purchase the bond. The PACEnation Member Network is a great resource for finding a capital provider, simply filter the search for “PACE Project Funder”. Since new players enter the market on a regular basis, this is the best way to get the most up to date information.
STEP 4: Secure Lien Holder Consent
Utah state law requires building owners to obtain written consent to the C-PACE assessment from any person or institution holding a lien on the property. To qualify for financing through the statewide Utah C-PACE program, building owners must complete the Lender Consent form and submit it to OED at email@example.com.
While lien holder consent can be a challenge, it is not an insurmountable challenge if project financials are compiled in a format that shows lien holders that C-PACE will cause the value of their collateral to increase, and improve the property owner’s ability to make lien payments. SRS developed an example of the kind of information an existing lien holder will want to see, OED can help with this process. We also developed a webinar that demonstrates the benefits of lender consent and a lien holder webpage.
In fact, over 100 financial institutions nationwide have consented to PACE assessments. Here is a list of consenting lenders across the nation and some additional resources that demonstrate the benefits of lender consent:
- Fact sheet summarizing the case for lender consent
- Handbook for obtaining lender consent
- Updated lender support handbook
STEP 5: Municipality Places Voluntary Assessment Area and Issues Bond
OED will assist the municipality in placing the voluntary assessment on the property and issuing the bond. The application submitted in Step 2 is crucial to this process.
STEP 6: Install Project and OED Verifies Installation
The bond is purchased by the capital provider and the proceeds of the sale finance the C-PACE project. OED verifies the project installation. The building owner then repays the lender through their annual property taxes or an alternate arrangement with the lender.
Need help summarizing your project’s financials for C-PACE funding? Check out this sample project finance report from SRS.
The following schedule can help you estimate your fees at different levels of C-PACE financing1:
|Principal Amount||Bond Counsel Fees2||Financial Adviser Fees3||Total Fees|
|$50,000 - $499,999||$8,500||$6,500||$15,000|
|$500,000 - $749,999||$10,000||$6,500||$16,500|
|$750,000 - $999,999||$15,000||$6,500||$21,500|
|$1,000,000 - $1,249,999||$20,000||$6,500||$26,500|
|$1,250,000 - $1,499,999||$25,000||$6,500||$31,500|
|$1,500,000 - $1,999,999||$30,000||$7,500||$37,500|
|$2,000,000 - $2,499,999||$40,000||$10,000||$50,000|
|$2,500,000 - $2,999,999||$45,000||$12,500||$57,500|
|$3,000,000+||TBD||$5 per $1,000||TBD|
1 This fee schedule was developed by Ballard Spahr and Lewis Young Robertson & Burningham for Utah Clean Energy through the SunShot Initiative.
2 Bond counsel fees are issued by Ballard Spahr.
Other Stakeholder Resources
Here are all the applications, documents, information, and resources you need if you are a:
Please direct inquiries to firstname.lastname@example.org