CGC SOW Flashcards
What is the purpose of CGC’s investment servicing and portfolio management platform?
To implement CGC’s EPA grants under the Greenhouse Gas Reduction Fund.
Which communities are a focus of CGC’s platform for clean energy promotion?
Low-income, rural, and Tribal communities.
What is the role of Lendistry in CGC’s platform?
Providing the software and platform solution.
What is the objective of the platform kickoff meeting?
To introduce the implementation team and outline the project roadmap.
Why is a ‘Train-the-Trainer’ approach used in platform training?
To empower CGC resources to train their teams.
What resources does Lendistry provide during platform training?
Recorded virtual sessions and tailored user guides.
Who will benefit from the platform’s training segments?
CGC’s clients/borrowers and the broader CGC team.
How does Lendistry support CGC post-Go-Live?
By offering office hours for Q&A and user support.
When is Lendistry’s Customer Experience Center available?
Monday through Friday, 7:00 AM to 7:00 PM PST.
What is the resolution timeframe for platform issues?
24 hours to 3 business days based on issue type.
How often are product updates released for the platform?
Quarterly.
What is a crucial step before CGC’s adoption of the platform?
Migration of existing portfolio data and data mapping.
How is data encrypted within the CGC platform?
Using AES-256 and TLS 1.2 standards.
What industry-standard technologies support CGC’s platform?
JavaScript, Java, Python.
Why is Salesforce integration essential for CGC?
To streamline loan lifecycle management with minimal data discrepancies.
What types of loans can CGC’s platform manage?
Federal, state, and small business loans, including revolving lines of credit.
What loan and finance management capabilities does the platform offer?
Origination, servicing, risk management, and accounting.
What payment features does the platform facilitate?
Multi-disbursement workflows, loan balance summaries, interest payments.
How does the platform assist in loan tracking?
Tracks loan amortization, credit enhancements, reserves, and credit losses.
How does the platform streamline reporting for CGC?
Provides comprehensive reporting on loans, grants, and impact metrics.
What kind of compliance tracking does the platform automate?
Financial, production, and environmental impact metrics.
Which tool provides real-time data for impact metrics on disadvantaged communities?
Climate and Economic Justice Screening Tool (CEJST).
What can CGC monitor at the fund level using the platform?
Capital needs, net asset value, drawdowns, P&L trends.
What project finance metrics does the platform offer?
Covenant compliance, DSCR, loan repayment, environmental impact metrics.
How does the platform’s automated reporting reduce manual tracking?
By setting schedules and alerts for reporting obligations.
What support does Lendistry provide during Go-Live planning?
Execution plans and communication collateral for CGC stakeholders.
What is involved in quality control testing (UAT) for the platform?
End-to-end testing with live or sample deals to simulate user experience.
What ongoing support is available to ensure CGC’s continued platform use?
Quarterly engagement for usage tracking and identifying improvement areas.
What optional service does Lendistry offer to support CGC post-implementation?
Advisory services for strategic support if required.
