You Are Viewing

Smart Modernization and Retrofit Technologies Solutions (SMARTS) Program

sustainableSMARTS founder Patrick A. Weller, LEED AP authored the Smart Modernization and Retrofit Technology Solutions (SMARTS Program) recognized by the American Recovery and Reinvestment Act of 2009 (ARRA), commonly referred to as the Stimulus or The Recovery Act. Our ARRA Investment Grade Audit exceeds Federal Funding Accountability and Transparency Act guidelines, and all applicable federal, state and local laws and regulation requirements.

The American Recovery and Reinvestment Act of 2009 (ARRA), commonly referred to as The Recovery Act or simply as the Stimulus, was an economic stimulus package enacted by the111th United States Congress in February 2009 and signed into law on February 17, 2009, by President Barack Obama. The ARRA’s primary objective was to save and create jobs almost immediately in response to the Great Recession. Secondary objectives were to provide temporary relief programs for those most impacted by the recession and invest in infrastructure, education, health, and renewable energy.

The SMARTS Program monetized ARRA provisions related to direct spending for infrastructure, energy, federal tax incentives, unemployment benefits and social welfare. The program leveraged Energy Efficiency and Conservation Block Grants (EECBG), California Energy Commission loans, and Investor Owned Utilities (PG&E and SCE) incentives for renewable and efficiency, to deliver lasting financial benefits to California consumers and the economy through energy efficiency projects.

The California cities of Hawaiian Gardens, Grover Beach, Arroyo Grande, Duarte, Bell Gardens, and the City of Nevada City, NV approved the award-winning program to implement cost-effective, self-funding programs to modernize their public facilities. The SMARTS program delivered the following fiscal and environmental benefits:

  • $3,244,348 in long-term financing during the Great Recession with no private investment capital available (EECBG Funds: $2,882,399 and PG&E and SCE Rebates & Incentives: $111,949)
  • Access to short-term availability 1% ARRA loans. Due to its “shovel-readiness” described in the ARRA investment Grade Audit, the City of Grover Beach secured $444,951 of the $24,989,382 short-term availability loans.
  • Green Jobs Created: 50
  • Environmental Impact: Trees Planted – 21,961; Homes Powered – 77; Metric Tons of CO2 Reductions – 837; Cars Removed – 55
  • Total Annual Savings: $205,364


The Smart Modernization and Retrofit Technologies Solutions (SMARTS) Program was created to support California’s loading order for energy resources in the state’s commercial office, local government and public building sectors. The purpose is to provide a sustainable blueprint to gateway rapid adoption of proactive adaptation models that foster Economic and Technology Advancements for sustainable Local Governments.


The California Energy Commission has been allocated $275.6 million for energy efficiency and renewable energy programs. The Energy Commission’s two main areas of responsibility are the State Energy Program and the Energy Efficiency and Conservation Block Grant Program. The following entities are eligible to use these funds:

  • Cities
  • Counties
  • Public Schools & Colleges
  • Special Districts
  • Public Care Institutions
  • Public Hospital

Examples of Qualified Projects:

  • Lighting systems
  • Heating, ventilation and air conditioning equipment
  • Streetlights and LED traffic signals
  • Energy management systems and equipment controls
  • Pumps and motors
  • Building insulation
  • Energy generation including renewable energy and combined heat and power projects
  • Water and waste water treatment equipment
  • Load shifting projects, such as thermal energy storage