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Lendistry Green > CGC SOW > Flashcards

CGC SOW Flashcards

1
Q

What is the purpose of CGC’s investment servicing and portfolio management platform?

A

To implement CGC’s EPA grants under the Greenhouse Gas Reduction Fund.

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2
Q

Which communities are a focus of CGC’s platform for clean energy promotion?

A

Low-income, rural, and Tribal communities.

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3
Q

What is the role of Lendistry in CGC’s platform?

A

Providing the software and platform solution.

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4
Q

What is the objective of the platform kickoff meeting?

A

To introduce the implementation team and outline the project roadmap.

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5
Q

Why is a ‘Train-the-Trainer’ approach used in platform training?

A

To empower CGC resources to train their teams.

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6
Q

What resources does Lendistry provide during platform training?

A

Recorded virtual sessions and tailored user guides.

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7
Q

Who will benefit from the platform’s training segments?

A

CGC’s clients/borrowers and the broader CGC team.

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8
Q

How does Lendistry support CGC post-Go-Live?

A

By offering office hours for Q&A and user support.

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9
Q

When is Lendistry’s Customer Experience Center available?

A

Monday through Friday, 7:00 AM to 7:00 PM PST.

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10
Q

What is the resolution timeframe for platform issues?

A

24 hours to 3 business days based on issue type.

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11
Q

How often are product updates released for the platform?

A

Quarterly.

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12
Q

What is a crucial step before CGC’s adoption of the platform?

A

Migration of existing portfolio data and data mapping.

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13
Q

How is data encrypted within the CGC platform?

A

Using AES-256 and TLS 1.2 standards.

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14
Q

What industry-standard technologies support CGC’s platform?

A

JavaScript, Java, Python.

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15
Q

Why is Salesforce integration essential for CGC?

A

To streamline loan lifecycle management with minimal data discrepancies.

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16
Q

What types of loans can CGC’s platform manage?

A

Federal, state, and small business loans, including revolving lines of credit.

17
Q

What loan and finance management capabilities does the platform offer?

A

Origination, servicing, risk management, and accounting.

18
Q

What payment features does the platform facilitate?

A

Multi-disbursement workflows, loan balance summaries, interest payments.

19
Q

How does the platform assist in loan tracking?

A

Tracks loan amortization, credit enhancements, reserves, and credit losses.

20
Q

How does the platform streamline reporting for CGC?

A

Provides comprehensive reporting on loans, grants, and impact metrics.

21
Q

What kind of compliance tracking does the platform automate?

A

Financial, production, and environmental impact metrics.

22
Q

Which tool provides real-time data for impact metrics on disadvantaged communities?

A

Climate and Economic Justice Screening Tool (CEJST).

23
Q

What can CGC monitor at the fund level using the platform?

A

Capital needs, net asset value, drawdowns, P&L trends.

24
Q

What project finance metrics does the platform offer?

A

Covenant compliance, DSCR, loan repayment, environmental impact metrics.

25
Q

How does the platform’s automated reporting reduce manual tracking?

A

By setting schedules and alerts for reporting obligations.

26
Q

What support does Lendistry provide during Go-Live planning?

A

Execution plans and communication collateral for CGC stakeholders.

27
Q

What is involved in quality control testing (UAT) for the platform?

A

End-to-end testing with live or sample deals to simulate user experience.

28
Q

What ongoing support is available to ensure CGC’s continued platform use?

A

Quarterly engagement for usage tracking and identifying improvement areas.

29
Q

What optional service does Lendistry offer to support CGC post-implementation?

A

Advisory services for strategic support if required.

Lendistry Green (1 decks)

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