About Dave Carey

David Carey, Principal, HB&C, has more than 30 years experience in clean energy finance. As Fannie Mae’s Director of Energy Finance for 14 years, he created loan products and origination, servicing and secondary market processes for over $1.5 billion in residential single family and multifamily energy financing. He created and operated the Energy Services Group in the Northeast for Johnson Controls, Inc. including off-balance sheet and pay from savings financing models for commercial and government/non-profits property owners. As Director of Business Development for DMC/Honeywell, he designed and implemented DSM programs for electric and gas utilities throughout the US.

Data Working Group Final Report available

The Final Report of the Data Working Group was submitted today by Advice Letter by SoCalGas on behalf of the California IOUs.

Advice Letter 4579 may be found at:  AL 4579, et al.

Additional information on the Data Working Group and its Report may be found in this earlier post.



Data Working Group Draft Final Report available

The Draft final report of the Data Working Group (DWG) is available for review.

The DWG Report proposes a set of data elements that should be collected for each residential and non-residential project, including borrower, property, project, and financing information at the time of the installation.  The data set also includes post-installation information on the performance of both the financing and the project.  These data elements were selected based on an assessment of various data “users” (financial institutions, policy makers, vendors, program administrators, etc.) and their “uses” for the data (what questions would the users want the data to answer).  The Report also sets out the sources of the data and a methodology for collecting, managing and providing access to the data, and addresses privacy issues and the use of data anonymization and aggregation.

The Public Workshop on Data for EE Financing will provide an opportunity for stakeholders and the public to discuss and comment on this draft final Report (see previous post, Public Workshop on Data for EE Financing: Nov. 13).

Public Workshop on Data for EE Financing: Nov. 13


As authorized by the EE Financing Final Decision (available here), the IOUs will hold a Public Workshop, in consultation with the CPUC Energy Division, the California EE Finance Consulting Team, CAEATFA and others.  The Workshop will consider finalization of the Draft Report prepared by the Energy Efficiency Finance Data Working Group (DWG), which addresses relevant data elements for each pilot, sources, location, anonymization, management, and access.

The Workshop is public and open to all interested stakeholders and parties; it will be held 10 am – 2:15 pm, Wednesday, Nov. 13 in the Courtyard Room of the CPUC in San Francisco.  Before the Workshop an agenda and the draft Data Working Group report, as well as call-in information, will be circulated to the proceeding’s service list and posted on this site.

We hope you can join us in person or by phone/online on the 13th.

** Conference call: 866-621-8358 code 6224559 **