Energy Efficiency Finance Programs: Use Case Analysis to Define Data Needs and Guidelines

July 17, 2014

This report takes a foundational step toward the establishment of common data collection practices for energy efficiency lending. The authors reviewed existing practices for data collection for energy efficiency financing programs and, based on discussions with various stakeholders, identified high-priority needs, characterized potential uses for finance program data, and identified use cases that describe how stakeholders use data for key objectives and actions. The report addressed 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
  • Issues with data collection and aggregation across multiple finance programs.

The approach to developing use cases and data guidelines involved three key elements and sources of information. First, the authors summarized current data collection and reporting practices utilized in several large efficiency financing programs, drawing primarily upon the pilot project identified above. Second, the authors received strategic guidance from the SEE Action Finance Solutions Working Group who provided input on project scope and approach, identified key stakeholders to contact, and reviewed work products. Finally, the authors held discussions with 15 energy efficiency finance data stakeholders in order to inform the use cases and proposed data guidelines.

  • The California investor-owned utilities are looking at strategies to improve our energy efficiency financing programs. The information and perspectives in this document were very helpful in our planning efforts to assess the marketplace opportunities in this area. Accessing information on the cutting edge of program development greatly helped our California statewide team get focused and aligned on the key issues, from identifying our evaluation data needs at the front end to standardizing our data requests across multiple programs at the back end.

    Andy Fessel, Pacific Gas and Electric Company
  • As we develop a data warehouse for our residential energy efficiency and renewable energy financing products, this document has been a useful tool in helping us understand the kind of data we plan on collecting and disseminating to our key stakeholders to communicate project and portfolio energy and financial performance. 

    Kerry O'Neill Director of Residential Programs, Connecticut Green Bank
For more information contact:
Brian Ng, U.S. Environmental Protection Agency
Johanna Zetterberg, U.S. Department of Energy