Similar to credit and legal underwriting you're already doing, but for engineering and technical aspects of the project in order to understand how anticipated outcomes will be achieved before closing.
Underwriting is tailored to the type of loan product and project; it may include assessment of the following: scope of work, contracts, equipment/technologies, savings/benefits, incentive programs, project delivery, management, schedule, budget, and contractors.
Knowledge transforms uncertainty into risk, and risk is something we can manage! Add a layer of technical sophistication to make prudent and informed decisions to avoid losses of time and money.
Identify key risks and risk factors, and then analyze, plan/mitigate/align risks, and monitor execution.
You will only know what you track and measure!
Quantify, collect, track, and report savings and impacts; metrics development; pre- and post-implementation impact analysis; evaluation; measurement and verification (M&V).
There are multiple levels of impact measurement and tracking depending on your needs and constraints.

New to green lending or want to expand you're offerings? This service provides strategic planning, design, implementation, scaling, and streamlining of technical documents and processes
Loan product types may include: pre-development, acquisition, construction, term, Performance-based loans such as PPA or ESA, equipment, C-PACE, and bridge loans.

Provide support based on your requirements to leverage technology solutions, hire outside firms, provide in-house training, or hire full-time staff.
This involves resolving messy situations, re-negotiating contacts, swapping technical or contracting partners, and implementing project controls to achieve desired outcomes.

What is it that you're trying to achieve? Distill the vision, goals, and requirements before getting into the weeds of how it will work. Or if that's getting the cart before the horse, evaluate your intended market and needs first with outreach and market analysis.

Establish eligible technologies, building types, minimum performance standards or specifications, project delivery requirements, draw policies, reviews, documentation, reporting, leveraging existing infrastructure from lending operations, programs, and incentives.

Get all stakeholders and participants on the same page by developing program documents that capture the goals, defined terms, requirements, and processes. This creates the source of truth for the program to operate smooth and consistent while avoiding costly renegotiation's at every turn or project submission. This also creates a platform for which the program can evolve and be readily updated without confusion.

Take the program to the market by releasing program documents, providing trainings, and reviewing projects. Alternatively, first gauge interest and test processes at your own pace with a pilot launch.
After a program is running, assess how its performing with evaluation.

For existing buildings, adaptive reuse, and new construction - I'll assist with assist with descision making for technical aspects of the project, vet and determine proposed solutions, and assess options on how best to proceed with design, funding, and implementation.
From conception through implementation, my role is a technical liaison and project manager to protect your interests, decisions, and investments to achieve desired outcomes.

Coming soon!

Get your project designed, installed, and operating as intended!

Unlock the maximum benefit of your project!Performance, O&M, and durability are not mutually exclusive - these projects are investment, let's make sure they provide the intended returns!

Coming soon!

Coming soon!

Coming soon!
Brooklyn, NY
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