Documents, Data, and Information Policies Clause Samples
Documents, Data, and Information Policies. The PACE Provider will:
2.5.1 Provide to Participating Entity (for internal evaluation purposes only and not for distribution to any third party or for marketing purposes, other than as required by law, by request of Participating Entity, electronic access to the name, business name, and California State Contractors license number of participating contractors of the PACE Provider’s program whose business address is located in the requesting Participating Entity or who conduct business in the requesting Participating Entity.
2.5.2 Retain completed Residential Disclosure (hardcopy or electronic) on file for duration of assessment, and furnish to Participating Entity upon request.
2.5.3 Provide upon request either direct real time access to data or quarterly reports in an open electronic file format (such as Microsoft Excel) to Participating Entity by request for internal evaluation purposes only (and not for distribution to any third party, including, without limitation, utility companies, services providers and equipment manufacturers or for marketing purposes) that includes the following information for each assessment:
Documents, Data, and Information Policies. The Marketplace Member will:
2.6.1 Provide electronic access to the name, business name, and California State Contractors license number of participating contractors of the Marketplace Member’s program; and the contractors’ agreement with the Marketplace Member.
2.6.2 Retain completed Residential Disclosure Signature forms (hardcopy or electronic) on file for duration of assessment. Furnish to County upon request.
2.6.3 Provide either direct real time access to data or quarterly reports in an open electronic file format (such as Microsoft Excel) for data sharing of the following information for each assessment: Assessor’s Parcel Number (APN) of the property Dollar amount financed (the amount of the assessment) Listing of all energy efficiency and water conservation eligible improvements installed by virtue of the financing, including the unit of measure for the improvement and the quantity installed Listing of all generation improvements installed and the solar STC-DC rating in ▇▇▇▇▇ or kilowatts Contractor name Amount of rebate or incentive dollars associated with the project (not financed) How the customer heard about PACE financing Why the customer selected PACE over other financing instruments available Why the customer selected their final PACE Marketplace Member over the other members The Marketplace Member will:
2.6.4 Provide the documents required for participation in the Marketplace Members’ PACE Financing program to the County and Participating City and Town officials.
2.6.5 Provide support to County and Participating City and Town staff to facilitate adoption of required participation documents. The County will:
2.6.6 Offer staff resources and support to Participating City and Town staff to bring forward to their councils the documents provided by the Marketplace Member required for participation in the Marketplace Member’s PACE financing product.