Download the PACE in a Box Toolkit
PACE in a Box Toolkit has all of the information needed to start a PACE in a Box program compiled in to one document. The toolkit, known as “PACE in a Box,” contains all of the design elements, documents and implementation steps necessary for a local government to establish an effective PACE program quickly and economically.
Download PACE in a Box Technical Standards Manual – Version 3.0
The PACE in a Box Technical Standards Manual (Manual) sets forth the requirements for putting together a successful PACE project in Texas. The Technical Standards Working Group chaired by Eddy Trevino, Director, State Energy Conservation Office (SECO), under the direction of the Houston Advanced Research Center (HARC) led the effort to improve the Manual based on feedback and market experience. Under the direction of SECO and HARC, groups of Texas Licensed professional engineers reviewed feedback, improved the Manual narrative and added a workbook that will make it easier for contractors and the Independent Third Party Reviewers (ITPRs) to create and review PACE projects.
The manual is available at no cost to local governments and project stakeholders. Changes are not allowed; derivative works are not permitted. If you would like permission to use material from the Technical Standards Manual other than for review purposes, please contact: permissions@
Latest Guidance & Updates to PACE in a Box:
- Interpretation of the Technical Standards Manual v3.0 Section II, regarding measuring SIR costs and savings in complete rehabilitation projects
- Updated Technical Standards Recommendation Regarding Utility Price Escalation (Effective dates: October 1, 2022 – December 31, 2024)
- Guidance from the Underwriting Working Group Regarding PACE in a Box (September 1, 2022)
- Underwriting Further Guidance (January 22, 2021) Retired and replaced by September 1, 2022 Guidance
- Role of the Administrator of a PACE in a Box Program Additional Guidance (July 20, 2018)
- Further Guidance regarding PACE in a Box from the Underwriting, Technical, Financial Platform and Education, Training and Marketing Working Groups (December 31, 2017) Retired and replaced by September 1, 2022 Guidance
- Loan to Assessed Value Underwriting Guidance (March 23, 2017) is Retired and replaced by January 22, 2021 Guidance
Note: The model documents in Section 8 of PACE in a Box have been superseded by more recent versions. See below:
Model PACE in a Box Documents, Forms and Contracts
Documents for Local Governments Starting a Local PACE in a Box Program
- Texas State Energy Conservation Office
- Local Government Implementation Outline of Statutory Responsibilities
- Framework For Initiating a Program
- Model Local Government Report Contact KPT for the current version.
- Model Resolution of Intent to Establish a Local Program Contact KPT for the current version.
- Model Resolution Establishing a Local PACE in a Box Program Contact KPT for the current version.
- See Section 4 oof the PACE in a Box Toolkit for a complete discussion of and best practices for adopting a PACE in a Box program.
- See Section 5 of the PACE in a Box Toolkit for a complete discussion of and best practices for administering a PACE in a Box program.
Documents for PACE in a Box Projects
Contact KPT for the current version.
- Model Project Application
- Model Lender Consent to PACE Assessment
- Model PACE in a Box Owner Contract
- PACE in a Box Lender Contract
- PACE in a Box Notice of Assessment Lien to be Filed in the Real Property Records
If you would like permission to use material from the Technical Standards Manual other than for review purposes, please contact: permissions@KeepingPACEinTexas.org.
Useful Documents
- PACE in a Box FAQs
- See Section 6 of the PACE in a Box Toolkit for Underwriting Requirements
- See Section 7 of the PACE in a Box Toolkit for Lending Criteria