Our Services

USAEA concentrates on a unique combination of energy technology, financial and program management services including:

• Design and management of advanced energy industry incentive program(s) for government and other organizations.
• Specialization in application underwriting: including technical, financial and business review and recommendations.
• Experience with program design, award criteria development, leading outreach and public stakeholders meetings, developing validation process and assessing applications.
• Focus on assisting clients in the broad energy, alternative energy and advanced energy sectors, USAEA has been engaged for many non-energy projects.

Program Initiation and Design:

• Design programs that help meet program and legislative goals and objectives. 
• Program leaders with first-hand knowledge and experience in creating and initiating programs which can generate both ‘quick wins' and long term success for our clients. 
• USAEA can organize ‘expert sessions,’ where we bring in subject mater experts to work with the clients in developing a program.  Each program is custom designed to best meet the needs of our client.

Program Implementation and Management:

• Implement and mange client programs. 
• Ensure project plans, program applications, web sites, marketing materials and program administration have all been successfully established. 
• All program structure, governance and practice performed to meet the practical and legislative intent of the client. 
• Implement programs that will help optimize and drive activities to achieve success more rapidly.

Technical, Financial and Market Analysis:

• Assist businesses, investors and governmental entities in evaluating technical and business plans, project plans or program applications. 
• Analysis for start up or emerging companies and for growing, well-established companies.
• Technical analysts include a number of business and financial professionals including investment bankers and fund managers as well as program specialists and mangers with experience overseeing government assistance and incentive programs. 

Marketing Assistance:

• Offer full service marketing assistance, either independently or in collaboration with the client’s marketing efforts. 
• Design and implement marketing plans. 
• Assist with both general and targeted marketing efforts through websites, webinars and e-mails.
• Provide traditional marketing design services, including graphic design and content assistance.
• Event coordination and full production support.

Information Systems Design and Development:

• Full lifecycle custom system development.
• Cloud computing environment for easy deployment and support.
• 24x7x365 System Monitoring.
• Comprehensive Information Security and Disaster Recovery services.
• Customer Help Desk.
• Full support for rapid report design and distribution.
• Comprehensive legacy system interface capabilities.
• Technology audit and workflow (process and data) assessment services.

Comprehensive Program Status Reporting:

• Support clients with “after-care” assistance as well as reporting and review requirements.
• Project or full program audits.
• Annual or recurring reporting requirements to ensure jobs, wages, and investment are met.
• Reviews to ensure technical, project or business venture is progressing on target.

Help Desk Services: 

• Provide a central response point for program questions, guidance with application preparation and help for direct applicants with financial and technical information
• Provide applicants with connection to management/technical/financial professionals.
• Provide a dedicated phone line and trained personnel to address questions from applicants. 

Loan Origination:

• Three primary services 1) Loan Structuring, 2) Due Diligence and 3) Document Preparation
• Assistance in the negotiation and structure of terms and conditions of program funding awards approved by the client. 
• Draft term sheets to be negotiated with the Borrower subject to final approval by the client. 
• Provide due diligence for each project after the credit review. 
• Prepare loan or assistance documentation for each transaction that must be reviewed and approved by the client. 

Loan and Program Serving:

• Monitoring of loan performance and the loan or program reporting necessary for portfolio and program management.
• Monitor loan quality through information on payment performance.
• Monitor project progress and review annual financial statements.
• Monitor compliance with covenants or other terms and conditions set forth in the loan agreements. 

Program Reporting: 

• Assist program managers by ensuring the programs are effective in meeting their goals including jobs, wages, investments and terms of the assistance. 
• Fund Management