There are over 200 energy efficiency loan programs—across 49 U.S. states—administered by utilities, state/local government agencies, or private lenders. This distributed model has led to significant variation in program design and implementation practices including how data is collected and used.
The objective of this report is to take a foundational step towards the establishment of common data collection practices for energy efficiency lending. We review existing practices for data collection for energy efficiency financing programs and, based on discussions with various stakeholders, identify high-priority needs, characterize potential uses for finance program data, and identify use cases that describe how stakeholders use data for key objectives and actions. We address the following topics:
• Rationales for collecting more consistent data from energy efficiency finance programs;
• Identification and discussion of energy efficiency finance program use cases;
• Challenges with collecting information from customers that participate in finance programs; and
• Issues with data collection and aggregation across multiple finance programs.