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.

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.

In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Presentation from the Greater Cincinnati Energy Alliance on how to conduct a real-time evaluation of programs and services.

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.

This peer exchange call summary focused on the different types of evaluation methods for residential and commercial programs.

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.