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Verifying & Monitoring Savings





Barrett Capital’s financing model integrates the verification and monitoring of the assumptions behind the projected savings to the client.  If the client expects a certain level of savings, as an independent party, we are positioned to provide oversight to the process of verifying and monitoring savings.

  1. Verification. As part of the initial underwriting and due diligence process, prior to funding, Barrett Capital will review, and/or arrange for, an independent consulting firm to independently verify the projected savings of the Energy Services Company, generally referred to as an “ESCO”. All benchmarks and assumptions will be approved by the client and the ESCO and confirmed by Barrett Capital. As a result, we will obtain, analyze from a relative risk standpoint, and be able to share with the client a projected savings level. From the projected savings, a base level of savings (“Base Level”) will be calculated. For example, the Base Level may be set at 75% of the projected savings. The Base Level will depend on a number of factors, including the areas of projected savings (i.e. lighting, HVAC), the technology involved, building variables and, the ability to measure the savings.

  2. It has been proven that energy savings in such areas as lighting and HVAC, for example, can be accurately measured, certified and documented. In certain instances, a small trial section can be undertaken prior to implementation of the complete project to demonstrate the savings to be attained. As noted, Barrett Capital’s independent verification and monitoring of the savings is integral to assuring you that real dollar savings will result.

    In many cases, reflecting the ability to demonstrate savings and the confidence in its systems, the ESCO will guarantee a level of savings. In such an instance Barrett Capital can use this level as the basis for recovering the cost of the Energy Savings Measures (“ESM”s) it finances. Savings in excess of the Base Level amount would be shared with the client. The shared savings percentages would vary based on the economics of the ESMs and the “return on investment” to the client. In effect, the more unguaranteed savings the client is willing to accept, the more upside for the client.

  3. Monitoring. After the ESMs have been installed and implemented, an independent consultant arranged for by the parties and coordinated by Barrett, will begin to monitor the savings on a real time basis (daily, weekly or monthly as feasible). Should the savings deviate from the projections; the independent consultant will be able to alert the ESCO and the client, as well as to notify Barrett, so that appropriate action can be taken without delay.



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Privacy Policy Disclosure

Copyright © 2009-2010 Barrett Capital Corporation. All rights reserved.
 
Privacy Disclosure Policy


Barret Capital Corporation ("Barret Capital") considers it a great privilege to serve your financing and consulting needs, and we value the trust you have placed in us.  We respect your privacy and are committed to safeguarding your customer information.  This Privacy Notice is to inform you of our information collection practices and how this information may be shared.

Barrett’s privacy pledge to you:
  1. Your privacy is a top priority.
  2. The accounts and services you use are provided in a secure environment.
  3. We collect information in order to service and administer your customer relationship.
  4. Your customer information is shared only in limited ways and is carefully controlled.
  5. We will work together with you to protect the security of your customer information, and to keep your information accurate and current.
We restrict access to nonpublic personal information about you to those associates, representatives, and employees who need to know this information to provide you with products and services offered by Barrett.

Information we collect and sources of information.
  • We collect nonpublic personal information about you from the following sources:
  • Information we receive from you on applications and other forms whether received orally, in writing, or through our web site such as your name, address, social security number, assets and income;
  • Information you provide by telephone or in person to our sales associates and other representatives;
  • Information about your transactions and experiences with us, our affiliates, or others such as account balances, payment history, parties to transactions, and credit card usage; and
  • Information we receive from consumer-reporting agencies (e.g., credit bureaus) regarding your creditworthiness, such as your credit history and credit score.

Your customer information is shared only in limited ways and is carefully controlled.
  • We may disclose nonpublic personal information about you to the following types of parties:
  • Financial service providers, as well as our lenders, or prospective lenders, and
  • Non-financial companies, such as service providers, joint marketers and our auditors.

Important additional note.
Nonpublic personal information about you will not be disclosed to affiliated or nonaffiliated third parties other than for credit granting purposes, or to allow for the proper transaction of our business.  We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law or disclosures required by law or legal process.

Security and confidentiality of your information.
We restrict access to nonpublic personal information about you to those employees and agents who need to know that information to provide products or services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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