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 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.

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

Presentation on the key programmatic elements of financing initiatives.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

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