GB/T 39236-2020 in English
VALIDGuidance for taxonomy and assessment of energy efficiency financing projects
- Issued on:2020-11-19
- Implemented on:2021-06-01
- File Format:PDF
- Delivery:Via email within 1~3 business days
$214.00
《GB/T 39236-2020能效融资项目分类和评估指南》由TC20（全国能源基础与管理标准化技术委员会）归口，TC20SC3（全国能源基础与管理标准化技术委员会能源管理与节能评估分会）执行，主管部门为国家标准化管理委员会。
Introduction
Analysis of the core content of the standard
GB/T39236-2020 has established a three-dimensional classification system for energy efficiency financing projects: fund purpose, national economic industry and policy compliance. The standard particularly emphasizes that the project energy efficiency indicators must meet the 1st level energy efficiency level or energy saving evaluation value requirements in the relevant standards.
Comparative Analysis of Classification Systems
| Classification Dimensions | Coverage | Key Indicators | Reference Basis |
|---|---|---|---|
| Purpose of Funds | 6 Major Industries and 23 Subcategories | Energy Efficiency Standard Level 1 | Green Industry Guidance Catalogue |
| National Economic Industries | Full Coverage of 20 Categories | Advanced Value of Energy Consumption Limit | GB/T4754 |
| Policy Compliance | 16 Policy Documents | Environmental Credit Rating | Green Credit Guidelines |
Evaluation Implementation Points
Four-stage Evaluation Process
- Preliminary Preparation: Collect 5 types of basic information such as project feasibility study reports
- Screening and Evaluation: Verify compliance with laws and policies, and terminate unqualified projects
- Comprehensive Evaluation: Conduct quantitative analysis from 3 dimensions such as energy efficiency level
- Report Preparation: Contains 8 core contents, and technical attachments are required
Typical Evaluation Case
In the evaluation of a motor system energy-saving transformation project, the key points are:
- Whether the motor energy efficiency meets the Level 1 energy efficiency in GB18613
- Whether the energy saving calculation of the transformation plan refers to GB/T13234
- Whether the project unit has passed the energy management system certification
Standard Technology Evolution
This standard inherits and develops the core requirements of the Energy Efficiency Credit Guidelines (2015), and the innovations include:
- For the first time, the mapping relationship between energy efficiency projects and national economic industry codes is established
- Introducing new green financial formats such as energy rights trading services
- Clarifying the 9 necessary elements of the third-party agency evaluation report
Implementation Recommendations
Financial Institutions Application Guide
It is recommended to establish a tiered credit granting mechanism for energy efficiency projects:
| Project level | Energy efficiency index | Financing ratio | Interest rate discount |
|---|---|---|---|
| Class A | Super Class 1 energy efficiency | ≤80% | 15% lower than the benchmark |
| Class B | Reach Class 1 energy efficiency | ≤70% | 10% lower than the benchmark |
Key points for enterprise application
- Prepare energy-saving assessment report and other supporting documents in advance
- Focus on explaining the correspondence between the project and the Green Industry Catalogue
- Provideenvironmental credit records for the past three years
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