The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.

This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.

This report describes different approaches to energy efficiency finance taken by utilities.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.

This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.