Better Buildings, Better Plants Voluntary Pledge Program

Better Buildings Challenge

Financial Ally Reporting

Periodic Update for Completed Transactions

Individual Project Investments

Background: DOE would like to provide semi‐annual updates on the success of Better Buildings Challenge Financial Allies to fund energy efficiency projects. Please complete a copy of this form for each reporting period. The information provided will be published on the program website.

Financial Ally Name

Reporting Period Start Date

1-Jan-15

Reporting Period End Date

30-Jun-15

Form Submission Date

Name of Person Reporting

Required Fields

Building Description

Financial Aspects

Projected Energy Savings

Projected Water Savings

Energy Conservation Measures

Project Designation

Financing Type

Number of Buildings in Project

If Multifamily, # of Units in Building

Total $$$ Committed by Financial Ally to Project

State

Street Address

Zip Code

Building Owner Name

Primary Use

Square Feet

Project Construction Start Date

Project Construction Completion Date

Funds Invested through Financial Ally

Building Owner Capital Employed

Incentives / Subsidies Captured

Other Sources of Financing

Total Project Cost

Annual Cost Savings ($'s)

Annual kWh Savings

KW Savings

Projected Lifetime Cost Savings ($'s)

Projected Lifetime kWH Savings

Annual Cost Savings ($'s)

Annual gallons Savings (specifying if using another unit of measurement)

Projected Lifetime Cost Savings ($'s)

Projected Lifetime gallons Savings (specifying if using another unit of measurement)

Heating, Ventilation, Air-Conditioning (HVAC)

Building Envelope (including windows, doors, roof, insulation, etc.)

Controls (including energy management control systems, sensor, etc.)

Lighting

Active Building Management (including software services, continuous commissioning, equipment maintenance, operator training, occupant education, etc.)

On-Site Renewable Generation

Combined Heat & Power Generation

Other measures

Select a unique identifier for each project or transaction

List the Term you use externally to describe the type of Financing you're providing (e.g. PACE, ESA, Distributed Generation, Bonds, etc.)

Select the number of buildings in the project. If 5 or fewer, please provide details on each; if More Than 5, aggregate all buildings into a single line (Building 1)

Only complete this field for multifamily projects.

List total funds that your firm is committing to this project. We will use this # to track your progress to your BBC Goal.

For projects that aggregate multiple buildings, use the address of one of the centrally-located buildings

Select from the CBECS Building Use categories. For multi-use buildings, select the dominant use.

Total Project Cost is the sum of the preceding cells

Identify the measures implemented in the building(s) to improve efficiency and reduce overall energy consumption, to the degree possible.

Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Education

Building 3

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Food Sales

Building 4

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Food Service

Building 5

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Health Care (Inpatient)

Building 1 (or aggregation of all buildings if greater than 5)

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Health Care (Outpatient)

Building 2

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Lodging

Building 3

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Mercantile

Building 4

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Office

Building 5

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Other

Building 1 (or aggregation of all buildings if greater than 5)

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Public Assembly

Building 2

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Public Order and Safety

Building 3

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Religious Workshop

Building 4

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Service

Building 5

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Warehouse and Storage

Building 1 (or aggregation of all buildings if greater than 5)

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Vacant

Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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Building 1 (or aggregation of all buildings if greater than 5)

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Building 2

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Building 3

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Building 4

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Building 5

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This data is being collected to support the Department of Energy Better Buildings Initiative. The data you supply will be used for developing best practices to facilitate reductions in energy intensity by commercial, manufacturing, and community organizations. Public reporting burden for this collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Office of the Chief Information Officer, Enterprise Policy Development & Implementation Office, IM-22, Paperwork Reduction Project (1910-5141), U.S. Department of Energy, 1000 Independence Ave SW, Washington, DC, 20585-1290; and to the Office of Management and Budget (OMB), OIRA, Paperwork Reduction Project (1910-5141), Washington, DC 20503. Notwithstanding any other provision of the law, no person is required to respond to, nor shall any person be subject to a penalty for failure to comply with a collection of information subject to the requirements of the Paperwork Reduction Act unless that collection of information displays a currently valid OMB control number. Submission of this data is voluntary.