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LA/AS 4/24/23

This week will be successful if:

Goal 1: Complete the ICA Underwriting document

Goal 2: Connect with ICA school leader on next steps and expectations

Goal 3: Prepare for IMPACT: Review possible lead list

Allison Input

Click up plan created for NC- would you like to review before I begin replicating and placing holds for dates essential to priority states.

Clarifying priority - NC, SC, GA, FL for east coast

I will contact Ken from New Schools

Key Updates from Last Week

ICA

Discussion on Site visit with Andrew + Diligence with Justin + Underwriting with Iliya

Internal Kickoff meeting

Start Underwriting form

Site visit document started

NC Conference/ Click up

Click up edited based on shared list from Allison

Replicate and prep for SC + FL

BHF: CE Calls

Academy For Science & Design | Nashua, NH

Not interested- Thought it was a grant program and looking for $500k in grant money

Marked as lost

Glacial Hills | Starbuck, MN

Small loan amount needed 100k for renovations

Needs to put together full project needs + 5 year financials

BHF

CE Drip- Emails sent to leads + Follow up with Robin on leads that I haven’t heard from him about

Deal pipeline updated after connecting with Cecilia

Facility Resource Center

Connected Allison + Cameron

Possible partnership with clarity on the BH process

LINK

Email sent but no response until Sunday. Following up to set up call with school leader

Action Items This Week

ICA

Jerry, Justin, Andrew, Iliya Connect for unanswered questions

Initial meeting with school leader to discuss next steps

Complete Underwriting document

Click Up

NC Conference- Complete overdue tasks

Replicate to priority states

Connect Calls

MVP | Spartanburg, SC

More to be scheduled with responses from last week

TX Credit Enhancement

Learn more about program in TX

Lead Follow up

Email drip 3 with rest of CE individuals

Follow up with Maria from LINK

Personal

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