State Financing
Energy Resources
Qualified Energy Conservation Bond
(QECB)
Overview Information
-
Energy Program Consortiums (EPC)
Memorandum, September 5
The
EPC has released a new version of
its Qualified Energy Conservation
Bond (QECB) Issue Brief. It provides
an update on recent guidance
released by the U.S. Treasury as
well as new and noteworthy QECB
issuances in states and localities.
-
Qualified Energy Conservation Bonds
and the Potential to Finance Clean
Energy
NASEO published an
article on QECBs in the American
Council on Renewable Energy's Summer
2012 US-China Market Review. The
article provides background
information on QECBs, an summary of
NASEO's analysis of barriers to
issuing QECBs, and two examples of
QECB issuances to finance renewable
energy projects in the U.S. For the
full Summer 2012 US-China Market
Review, please visit
www.acore.org/us-china-quarterly-market-review.
Posted September 2012
-
Qualified Energy Conservation Bonds
- An Assessment of the Challenges,
Needs, and Outcomes of QECBs at the
State and Local Levels
This
briefing report, developed by NASEO,
provides background information,
project results, barriers and
opportunities, and further resources
currently surrounding the efforts of
QECBs. Posted May 2012
-
Energy Programs Consortium (EPC)
Memorandum
This memo, developed by Energy
Programs Consortium (EPC), provides
background information on how QECBs
work, types and examples of eligible
projects, and an updated of all QECB
issuances made to date.
Updated February 2012
-
Energy Programs Consortium (EPC)
Addendum
This addendum
discusses the potential benefits of
QECBs, but also, some of the
barriers and challenges they are
currently facing.
-
Letter to President Obama
This letter urges President Obama to
eliminate the challenges addressed
in EPC's January 12th addendum.
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NASEO Summary of Barriers for
Increasing QECB Activity at the
State and Local Levels
The
National Association of State Energy
Officials (NASEO), in coordination
with the Energy Programs Consortium
(EPC), created this summary of
barriers regarding QECB activity in
order to better increase the
utilization of these types of bonds
at the state and local levels. This
summary addresses such issues as
state inaction, lack of
understanding, debt aversion, high
transaction costs, and energy
savings requirements among others.
State Legislation, Executive Orders,
and Procedures for Local Government
Allocations
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CO QECB Legislation - HB 09-1346
This legislation addresses such
areas as definitions and stimulus
obligations, as well as federal tax
credits.
-
CO QECB Request for Applications
This Request for Applications is
intended to select proposals in
the private sector that would
use QECBs to assist in financing
of Colorado clean energy
projects.
-
CO QECB Application
The Colorado general assembly
passed HB09‐1346. Through this
competitive application, GEO
will determine the volume cap
allocations for small local
governments and the State of
Colorado.
-
CO QECB Private Projects
This application is specifically
focused on private use of QECBs.
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MA Executive Order - 516
This
executive order addresses the
allocation of volume caps for QECBs
and outlines guidelines designed to
ensure compliance with Section 54D
(e)(3) of the Internal Revenue Code
of 1986.
-
MI QECB Project Application
Process
This is an open competitive
process to distribute QECB
allocations to Michigan
Communities receiving the
highest scores from the
checklist of DELEG priorities as
listed in the accompanying
document.
-
MO QECB Notice of Intent
This document is a notice of
intent from MO to issue QECBs.
The purpose of the allocation
process is to assure that the
State as a whole takes full
advantage of this federally
tax-advantaged bonding
opportunity
-
NYSERDA Declaration of Intent
In consultation with our
NYSERDA's bond counsel, attached
is a document which NYSERDA had
their board approve to qualify
expenditures (energy efficiency
loans) for a Green Community
Program. This was developed so
NYSERDA can issue Qualified
Energy Conservation Bonds at a
later time.
-
SC Volume Cap Allocation Act
This legislation, passed on June
21, 2010 and signed by the
Governor, does not include
CREBs; the QECBs, unlike other
bonds, do not expire.
-
SC QECB
Local Allocation Application
This sample application is
divided into such sections as
bond purpose, location of
project, and cost summary, among
others, which are outlined in
detail throughout.
-
UT QECB Application
This application is to provide
information to the Private
Activity Bond Authority Board to
aid in the allocation of volume
cap for qualified conservation
purposes in UT.
-
WA QECB Allocation Procedures
This document from the
Washington Department of
Commerce discusses
allocation/reallocation
procedures, eligible project
types, as well as timelines.
Guidance and Procedures on Project
Eligibilitiy
-
U.S. Department of Energy EECBG
QECB & CREBs Guidance
The purpose of this document is
to provide guidance to the
Department of Energy's Energy
Efficiency and Conservation
Block Grant (EECBG) grantees
regarding Qualified Energy
Conservation Bonds (QECBs) and
New Clean Renewable Energy Bonds
(New CREBs).
-
AZ QECB Program Guidelines
This document contains
information on QECB guidelines
from the AZ Department of
Commerce, including eligible
project types, as well as
reporting.
-
CO QECB Appendix and Provisions
This appendix provides
definitions and guidelines for
using QECBs in such areas as
reporting, wage rate
requirements, and inspection of
records, among others. Further
details follow within.
-
CO QECB Q and A
This document addresses
questions surrounding CO's QECBs
for financing clean energy
projects.
Local Government Resolutions and
Letters of Intent
-
QECB Reallocations
The
following documents contain
sample language, signatories, and
volume caps for the resolutions of
reallocations surrounding QECBs
within various counties in the state
of Oregon.
-
City of Boulder, CO - City
Council Agenda Item
The purpose of this agenda item
is to request consideration and
approval of a resolution,
authorizing the use of QECBs
allocated to the city by the
Governor's Energy Office for
energy efficiency improvements
to city facilities.
-
Ely School District, MN -
Official Statement
This statement provides details
on Ely School District taxable
general obligation school
building bonds, in which
proceeds will be used, along
with other available District
funds, to finance the
acquisition and improvement of
District facilities, including
heating plant improvements. The
bonds are valid and binding
general obligations of the
District for which the District
pledges its full faith and
credit and power to levy direct
general ad valorem taxes.
-
Louisville/Jefferson County, KY
- Official Statement
This statement is furnished in
connection with the issuance of
the Bonds referred to within
this document by the
Louisville/Jefferson County
Metro Government. The Bonds are
being issued to provide moneys
to finance certain energy
conservation projects, and to
pay the costs of issuance.
-
St. Louis, MO - Official
Statement
The purpose of this statement is
to furnish information relating
to St. Louis County, MO and the
County's Taxable Special
Obligation Bonds (QECBs – Direct
Pay for a Residential Energy
Efficiency Loan Program).
-
Waterbury, CT - Official
Statement
This statement is provided for
the purpose of presenting
certain information relating to
the City of Waterbury, CT in
connection with the City's sale
of General Obligation Bonds.
QECB Reallocations
The following documents contain
sample language, signatories, and
volume caps for the resolutions of
reallocations surrounding QECBs
within various counties in the state
of Oregon.
Webinars
-
QECB Overview and Issuance
Update
During a NASEO
Midwest regional call held on
November 14, 2011, Elizabeth
Bellis from the Energy Programs
Consortium gave a presentation
on QECBS outlining information
on subsidies, allocations, and
recent issuances.
-
NASEO QECB Webinar: State
Experiences from Michigan and
Colorado
December 3, 2010
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QECB Webinar Presentation
On September 22, 2010, the U.S.
Department of Energy (DOE)
hosted a webinar titled "Taking
Advantage of Qualified Energy
Conservation Bonds", which
provided a further overview of
QECBs.
-
U.S. Department of Energy QECB
CREBs Webinar
The presentation from this
webinar includes information and
an overview on Qualified Energy
Conservation Bonds (QECBs), as
well as Clean Renewable Energy
Bonds (CREBs). Additional topics
within include information on
uses, procedures, and market
perspectives, among others.
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