Touchpoints
Logged This Month
65
Meetings
183
Client-Facing
78%
Meeting Hours
111
281 records
| Renewal discussion | Meeting | New York Energy Storage Demonstration — Tri-State | Jul 19, 1:00 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Award notification | Video Call | Joyce Foundation Workforce Opportunity for — Meridian | Jul 19, 11:16 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | Video Call | Transportation RAISE Discretionary Grants — Ironwood | Jul 19, 10:45 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Robert Wood Equitable Mobility Initiative — Tri-State | Jul 19, 7:40 AM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Pinnacle AgriScience | Jul 18, 9:31 PM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Video Call | Commerce Convergence Accelerator Track — Pinnacle | Jul 18, 8:06 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. No blockers; on track for the target date.”Open | ||||
| Budget working session | Video Call | Heinz Endowments Climate Resilient Communities — Northline | Jul 18, 6:03 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Pinnacle AgriScience | Jul 18, 2:20 PM | External | |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Vendor selection review | Phone Call | Ohio Development Industrial Efficiency and — Ironwood | Jul 18, 1:23 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Ohio Development Industrial Efficiency and — Tri-State | Jul 17, 5:26 PM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Kickoff call | Ohio Development Industrial Efficiency and — Ironwood | Jul 17, 7:09 AM | External | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | Video Call | Pinnacle AgriScience | Jul 17, 4:27 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Phone Call | Pinnacle AgriScience | Jul 17, 2:35 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | Washington State Clean Ports Program — Alder | Jul 17, 1:48 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Pre-submission walkthrough | DM | California Energy Grid Resilience and — Ridgeway | Jul 16, 3:20 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Phone Call | Robert Wood Equitable Mobility Initiative — Tri-State | Jul 16, 12:29 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Phone Call | California Energy Grid Resilience and — Ridgeway | Jul 16, 7:42 AM | Internal |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Pre-submission walkthrough | Video Call | Surdna Foundation Equitable Mobility Initiative — Northline | Jul 16, 3:03 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | DM | Pinnacle AgriScience | Jul 15, 6:17 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Quarterly reporting sync | Meeting | Texas Workforce Strengthening Community College — Northline | Jul 15, 5:18 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Video Call | California Energy Grid Resilience and — Ridgeway | Jul 15, 12:09 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Renewal discussion | Video Call | Pinnacle AgriScience | Jul 15, 8:48 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | California Energy Grid Resilience and — Ridgeway | Jul 15, 8:20 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | Surdna Foundation Equitable Mobility Initiative — Summit | Jul 14, 11:28 PM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Meeting | Ohio Development Industrial Efficiency and — Tri-State | Jul 14, 11:04 PM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Phone Call | New York Energy Storage Demonstration — Tri-State | Jul 14, 7:26 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Meeting | Texas Workforce Strengthening Community College — Ironwood | Jul 14, 3:18 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | DM | Texas Workforce Strengthening Community College — Ironwood | Jul 14, 12:35 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Pre-submission walkthrough | Meeting | Summit Grid Technologies | Jul 14, 9:16 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Phone Call | Texas Workforce Strengthening Community College — Ironwood | Jul 14, 6:55 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Video Call | Summit Grid Technologies | Jul 14, 6:22 AM | Internal |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Compliance gap review | Joyce Foundation Workforce Opportunity for — Harborview | Jul 14, 6:04 AM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Video Call | Joyce Foundation Workforce Opportunity for — Harborview | Jul 14, 3:22 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Robert Wood Community Health Resilience — Tri-State | Jul 13, 8:09 PM | External | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. No blockers; on track for the target date.”Open | ||||
| Kickoff call | Meeting | Labor Apprenticeship Building America — Summit | Jul 13, 6:46 PM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Meeting | Pinnacle AgriScience | Jul 13, 2:59 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Phone Call | Pinnacle AgriScience | Jul 13, 2:04 PM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Tri-State Transit Alliance | Jul 13, 2:01 PM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Pinnacle AgriScience | Jul 12, 8:36 AM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Renewal discussion | Meeting | Surdna Foundation Equitable Mobility Initiative — Summit | Jul 12, 7:22 AM | Internal |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Client to send the missing documentation this week.”Open | ||||
| Renewal discussion | DM | Pinnacle AgriScience | Jul 12, 5:08 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Compliance gap review | Video Call | Texas Workforce Apprenticeship Building America — Cornerstone | Jul 12, 4:09 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Client to send the missing documentation this week.”Open | ||||
| Renewal discussion | Video Call | Surdna Foundation Equitable Mobility Initiative — Summit | Jul 11, 11:57 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Pre-submission walkthrough | Phone Call | Pinnacle AgriScience | Jul 11, 4:19 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Quarterly reporting sync | Environmental Protection Clean Ports Program — Summit | Jul 11, 2:51 PM | Internal | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | DM | Commerce Convergence Accelerator Track — Pinnacle | Jul 11, 3:36 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Budget working session | Video Call | Pinnacle AgriScience | Jul 10, 2:52 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Michigan Economic Climate Resilient Communities — Cornerstone | Jul 10, 1:48 PM | Internal | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Video Call | Blue Harbor Health Network | Jul 10, 7:18 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Vendor selection review | Video Call | New York Combined Heat and — Summit | Jul 10, 7:06 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Scope review | Pinnacle AgriScience | Jul 9, 5:34 AM | External | |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Vendor selection review | Video Call | Pinnacle AgriScience | Jul 9, 1:09 AM | Internal |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Phone Call | Pinnacle AgriScience | Jul 7, 11:41 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Scope review | Surdna Foundation Equitable Mobility Initiative — Northline | Jul 7, 10:59 AM | External | |
| “Went through the technical scope line by line and matched each item to a detected requirement. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Commerce Advanced Technological Education — Harborview | Jul 7, 4:27 AM | External | |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Robert Wood Equitable Mobility Initiative — Tri-State | Jul 7, 12:10 AM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Vendor selection review | Phone Call | Federal Railroad Port Infrastructure Development — Tri-State | Jul 6, 11:38 AM | Internal |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Video Call | Michigan Economic Climate Resilient Communities — Cascade | Jul 6, 1:26 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Labor Apprenticeship Building America — Summit | Jul 5, 9:38 PM | External | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Video Call | Pinnacle AgriScience | Jul 5, 1:02 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Video Call | Joyce Foundation Workforce Opportunity for — Cascade | Jul 4, 6:31 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Meeting | Michigan Economic Civic Infrastructure Catalyst — Cornerstone | Jul 4, 2:04 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Northline Manufacturing | Jul 4, 1:23 PM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Phone Call | Blue Harbor Health Network | Jul 4, 12:06 AM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Client to send the missing documentation this week.”Open | ||||
| Budget working session | Michigan Economic Civic Infrastructure Catalyst — Cornerstone | Jul 1, 10:25 PM | External | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Weekly grant status update | DM | Alder Creek Water District | Jun 30, 9:19 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Scope review | Video Call | Robert Wood Equitable Mobility Initiative — Tri-State | Jun 29, 10:01 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Award notification | Video Call | Ridgeway Energy Partners | Jun 28, 9:51 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Scope review | Meeting | Cornerstone Workforce Institute | Jun 28, 12:17 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Award notification | Video Call | Heinz Endowments Climate Resilient Communities — Northline | Jun 28, 10:12 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | DM | Joyce Foundation Workforce Opportunity for — Harborview | Jun 28, 3:24 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Action items assigned; follow-up scheduled.”Open | ||||
| Award notification | Heinz Endowments Climate Resilient Communities — Northline | Jun 27, 8:56 PM | External | |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. No blockers; on track for the target date.”Open | ||||
| Award notification | Video Call | Michigan Economic Civic Infrastructure Catalyst — Cornerstone | Jun 27, 8:49 PM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Award notification | Video Call | Cornerstone Workforce Institute | Jun 27, 9:04 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | Surdna Foundation Equitable Mobility Initiative — Northline | Jun 26, 10:20 PM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Client to send the missing documentation this week.”Open | ||||
| Vendor selection review | DM | Heinz Endowments Climate Resilient Communities — Northline | Jun 26, 5:59 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Renewal discussion | Meeting | Surdna Foundation Equitable Mobility Initiative — Northline | Jun 26, 11:00 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Budget working session | Joyce Foundation Workforce Opportunity for — Harborview | Jun 26, 8:58 AM | Internal | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Phone Call | Blue Harbor Health Network | Jun 25, 1:16 PM | Internal |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Award notification | Video Call | Cascade Freight Systems | Jun 25, 11:09 AM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Meeting | Blue Harbor Health Network | Jun 23, 10:57 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | Blue Harbor Health Network | Jun 23, 4:57 PM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. No blockers; on track for the target date.”Open | ||||
| Renewal discussion | Cascade Freight Systems | Jun 23, 2:09 PM | Internal | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Video Call | Labor Registered Apprenticeship Expansion — Cascade | Jun 23, 7:11 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Award notification | Video Call | Northline Manufacturing | Jun 22, 5:26 PM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Kickoff call | Video Call | Economic Development Climate Resilient Communities — Northline | Jun 22, 10:01 AM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Video Call | Michigan Economic Climate Resilient Communities — Cornerstone | Jun 20, 3:50 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Award notification | Meeting | Blue Harbor Health Network | Jun 20, 8:00 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Meeting | Michigan Economic Climate Resilient Communities — Cornerstone | Jun 19, 8:29 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Video Call | Tri-State Transit Alliance | Jun 19, 1:52 AM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Environmental Protection Clean School Bus — Harborview | Jun 17, 6:41 PM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Budget working session | Michigan Economic Climate Resilient Communities — Cornerstone | Jun 17, 3:37 PM | External | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. No blockers; on track for the target date.”Open | ||||
| Renewal discussion | Blue Harbor Health Network | Jun 17, 1:03 PM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Kickoff call | Video Call | Summit Grid Technologies | Jun 17, 6:27 AM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Video Call | Ohio Development Industrial Efficiency and — Ironwood | Jun 15, 2:08 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | DM | Administration Registered Apprenticeship Expansion — Cornerstone | Jun 14, 12:39 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Cascade Freight Systems | Jun 13, 8:55 AM | Internal | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Video Call | Joyce Foundation Workforce Opportunity for — Meridian | Jun 12, 10:33 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Alder Creek Water District | Jun 12, 5:11 AM | External | |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Budget working session | Video Call | Summit Grid Technologies | Jun 11, 9:47 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Renewal discussion | Phone Call | Cornerstone Workforce Institute | Jun 11, 7:29 AM | Internal |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Meeting | Environmental Protection Clean School Bus — Harborview | Jun 11, 3:46 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Video Call | Tri-State Transit Alliance | Jun 7, 6:18 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | Video Call | California Energy Renewable Energy Deployment — Tri-State | Jun 7, 4:12 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Video Call | Joyce Foundation Workforce Opportunity for — Cascade | Jun 7, 1:22 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Award notification | Video Call | Heinz Endowments Community Health Resilience — Alder | Jun 6, 11:01 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | Washington State Diesel Emissions Reduction — Northline | Jun 5, 10:33 AM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Video Call | Environmental Protection Clean Ports Program — Summit | Jun 4, 8:24 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Tri-State Transit Alliance | Jun 4, 4:33 PM | Internal | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | Video Call | Blue Harbor Health Network | Jun 4, 2:08 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Scope review | Meeting | Blue Harbor Health Network | Jun 3, 7:26 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Phone Call | Ohio Development Industrial Efficiency and — Tri-State | Jun 2, 11:21 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Scope review | Video Call | Michigan Economic Climate Resilient Communities — Cascade | Jun 2, 10:04 AM | Internal |
| “Went through the technical scope line by line and matched each item to a detected requirement. No blockers; on track for the target date.”Open | ||||
| Quarterly reporting sync | Video Call | Michigan Economic Climate Resilient Communities — Cascade | May 31, 5:31 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Scope review | Phone Call | Summit Grid Technologies | May 29, 12:03 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Video Call | Cascade Freight Systems | May 28, 11:52 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | Phone Call | Joyce Foundation Workforce Opportunity for — Cascade | May 26, 11:46 PM | Internal |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Alder Creek Water District | May 26, 3:43 PM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Tri-State Transit Alliance | May 25, 8:39 PM | External | |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Renewal discussion | Phone Call | Summit Grid Technologies | May 25, 3:10 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Compliance gap review | Meeting | Ironwood Rail Group | May 25, 6:09 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Budget working session | Meeting | Cornerstone Workforce Institute | May 24, 9:55 AM | Internal |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Budget working session | Video Call | Blue Harbor Health Network | May 24, 2:18 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Scope review | Video Call | Ohio Development Industrial Efficiency and — Ironwood | May 23, 2:23 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Video Call | Cascade Freight Systems | May 21, 9:17 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Kickoff call | Video Call | Cornerstone Workforce Institute | May 18, 12:34 PM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Client to send the missing documentation this week.”Open | ||||
| Scope review | Video Call | Ridgeway Energy Partners | May 16, 5:24 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Meeting | California Energy Renewable Energy Deployment — Tri-State | May 16, 2:27 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Budget working session | Video Call | Summit Grid Technologies | May 13, 6:38 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Ridgeway Energy Partners | May 12, 5:12 PM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Kickoff call | Video Call | Ironwood Rail Group | May 11, 1:45 PM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Kickoff call | DM | Tri-State Transit Alliance | May 11, 9:19 AM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Meeting | Blue Harbor Health Network | May 9, 9:39 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Scope review | Blue Harbor Health Network | May 6, 4:04 PM | External | |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | Phone Call | Heinz Endowments Climate Resilient Communities — Blue | May 6, 8:28 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Kickoff call | Video Call | New York Combined Heat and — Summit | May 5, 9:47 PM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. No blockers; on track for the target date.”Open | ||||
| Budget working session | DM | Blue Harbor Health Network | May 4, 1:24 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Award notification | Video Call | Blue Harbor Health Network | May 3, 10:14 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Compliance gap review | Meeting | New York Combined Heat and — Ridgeway | Apr 30, 5:57 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | DM | Joyce Foundation Workforce Opportunity for — Cascade | Apr 29, 10:38 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | Joyce Foundation Workforce Opportunity for — Meridian | Apr 28, 4:22 PM | Internal | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Video Call | Blue Harbor Health Network | Apr 28, 12:00 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Video Call | Joyce Foundation Apprenticeship Building America — Cornerstone | Apr 28, 4:59 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Video Call | Northline Manufacturing | Apr 26, 2:22 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Meeting | Cornerstone Workforce Institute | Apr 24, 12:44 PM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | Video Call | Meridian Port Authority | Apr 23, 5:39 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | Video Call | Cornerstone Workforce Institute | Apr 22, 12:15 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Meeting | Cornerstone Workforce Institute | Apr 21, 2:15 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | Texas Workforce Workforce Opportunity for — Northline | Apr 21, 1:48 AM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | Video Call | New York Combined Heat and — Ridgeway | Apr 20, 11:05 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Cascade Freight Systems | Apr 19, 8:58 AM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Meeting | Joyce Foundation Apprenticeship Building America — Cornerstone | Apr 17, 7:58 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Scope review | Video Call | Administration Registered Apprenticeship Expansion — Cornerstone | Apr 17, 2:30 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. No blockers; on track for the target date.”Open | ||||
| Kickoff call | Meeting | Alder Creek Water District | Apr 15, 8:38 PM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Compliance gap review | DM | Northline Manufacturing | Apr 11, 4:46 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Budget working session | DM | Joyce Foundation Apprenticeship Building America — Cornerstone | Apr 10, 12:19 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Joyce Foundation Apprenticeship Building America — Cornerstone | Apr 9, 11:17 PM | External | |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Renewal discussion | Cornerstone Workforce Institute | Apr 8, 2:47 PM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Video Call | Meridian Port Authority | Apr 7, 5:25 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Video Call | Summit Grid Technologies | Apr 4, 12:33 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Award notification | DM | Cascade Freight Systems | Apr 1, 5:03 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Video Call | Summit Grid Technologies | Mar 29, 8:22 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Award notification | Meridian Port Authority | Mar 29, 3:01 PM | External | |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Phone Call | Northline Manufacturing | Mar 29, 2:53 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | Northline Manufacturing | Mar 25, 11:20 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Video Call | Federal Railroad Port Infrastructure Development — Summit | Mar 25, 7:51 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Kickoff call | Video Call | Northline Manufacturing | Mar 24, 9:39 AM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Video Call | Tri-State Transit Alliance | Mar 24, 8:55 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | DM | Summit Grid Technologies | Mar 23, 6:13 PM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Cornerstone Workforce Institute | Mar 23, 8:23 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Quarterly reporting sync | Summit Grid Technologies | Mar 22, 2:02 AM | Internal | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Quarterly reporting sync | Meeting | Ridgeway Energy Partners | Mar 21, 8:44 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Meeting | Cornerstone Workforce Institute | Mar 20, 6:48 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Action items assigned; follow-up scheduled.”Open | ||||
| Scope review | Meeting | Tri-State Transit Alliance | Mar 18, 1:31 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Video Call | Alder Creek Water District | Mar 15, 1:38 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Approved to proceed to the next stage.”Open | ||||
| Award notification | Video Call | Harborview Community College | Mar 13, 1:47 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. No blockers; on track for the target date.”Open | ||||
| Award notification | DM | Alder Creek Water District | Mar 11, 10:57 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Video Call | Heinz Endowments Community Health Resilience — Alder | Mar 10, 10:52 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Award notification | Phone Call | Ironwood Rail Group | Mar 8, 12:59 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Scope review | Meeting | Washington State Diesel Emissions Reduction — Northline | Mar 8, 11:10 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Cornerstone Workforce Institute | Mar 8, 9:04 AM | External | |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Washington State Environmental Justice Government-to-Government — Blue | Mar 7, 6:50 AM | Internal | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | Harborview Community College | Mar 4, 3:41 AM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Kickoff call | Meeting | Ridgeway Energy Partners | Mar 1, 2:24 AM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Compliance gap review | Meeting | Cascade Freight Systems | Feb 23, 2:37 PM | Internal |
| “Reviewed unmet checks and assigned owners for each outstanding item. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Meeting | New York Combined Heat and — Summit | Feb 19, 2:46 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | Summit Grid Technologies | Feb 18, 7:01 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Video Call | Cascade Freight Systems | Feb 16, 10:16 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Weekly grant status update | Video Call | Meridian Port Authority | Feb 9, 7:41 PM | Internal |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Award notification | Meeting | Tri-State Transit Alliance | Feb 5, 7:48 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Video Call | Summit Grid Technologies | Feb 2, 2:26 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Vendor selection review | Video Call | Meridian Port Authority | Feb 1, 3:58 PM | Internal |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Video Call | Northline Manufacturing | Jan 29, 11:10 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Video Call | Tri-State Transit Alliance | Jan 28, 12:21 AM | Internal |
| “Reviewed unmet checks and assigned owners for each outstanding item. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | Meeting | Summit Grid Technologies | Jan 27, 9:41 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Client to send the missing documentation this week.”Open | ||||
| Budget working session | Video Call | Northline Manufacturing | Jan 21, 9:42 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Video Call | Northline Manufacturing | Jan 19, 12:06 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Vendor selection review | Video Call | Economic Development Climate Resilient Communities — Northline | Jan 15, 1:25 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Harborview Community College | Jan 11, 7:34 PM | External | |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | Ridgeway Energy Partners | Jan 10, 4:07 PM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Budget working session | DM | Alder Creek Water District | Jan 7, 12:22 PM | Internal |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | DM | Summit Grid Technologies | Jan 6, 12:42 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Client to send the missing documentation this week.”Open | ||||
| Award notification | Phone Call | Northline Manufacturing | Jan 5, 6:52 PM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Meeting | Northline Manufacturing | Jan 5, 10:57 AM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Vendor selection review | Video Call | Northline Manufacturing | Jan 5, 12:52 AM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Video Call | Meridian Port Authority | Jan 4, 8:06 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Scope review | Phone Call | Cascade Freight Systems | Jan 4, 9:03 AM | Internal |
| “Went through the technical scope line by line and matched each item to a detected requirement. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Renewal discussion | Economic Development Climate Resilient Communities — Northline | Dec 30, 7:11 AM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Client to send the missing documentation this week.”Open | ||||
| Kickoff call | Summit Grid Technologies | Dec 28, 12:08 AM | External | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Vendor selection review | Northline Manufacturing | Dec 27, 10:04 AM | External | |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Kickoff call | Video Call | Heinz Endowments Community Health Resilience — Alder | Dec 26, 9:42 AM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Client to send the missing documentation this week.”Open | ||||
| Compliance gap review | DM | Meridian Port Authority | Dec 24, 6:07 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Scope review | Cascade Freight Systems | Dec 22, 4:05 PM | External | |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Scope review | Meeting | Summit Grid Technologies | Dec 22, 1:31 AM | Internal |
| “Went through the technical scope line by line and matched each item to a detected requirement. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Compliance gap review | Meeting | Summit Grid Technologies | Dec 19, 4:48 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Video Call | Harborview Community College | Dec 18, 7:45 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Pre-submission walkthrough | Phone Call | Northline Manufacturing | Dec 16, 11:25 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Award notification | Meridian Port Authority | Dec 15, 3:19 PM | External | |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Award notification | Video Call | Cascade Freight Systems | Dec 6, 11:45 AM | External |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Video Call | Northline Manufacturing | Dec 5, 11:09 AM | Internal |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Northline Manufacturing | Dec 4, 9:21 AM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Client to send the missing documentation this week.”Open | ||||
| Scope review | Video Call | Barr Foundation Brownfields Assessment and — Pinnacle | Nov 29, 4:34 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Award notification | Phone Call | Washington State Environmental Justice Government-to-Government — Blue | Nov 28, 10:45 PM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. No blockers; on track for the target date.”Open | ||||
| Renewal discussion | Phone Call | Heinz Endowments Community Health Resilience — Alder | Nov 27, 8:09 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Video Call | Summit Grid Technologies | Nov 26, 12:59 PM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Weekly grant status update | Phone Call | Tri-State Transit Alliance | Nov 24, 6:51 AM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Meeting | Northline Manufacturing | Nov 17, 3:27 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Video Call | Ironwood Rail Group | Nov 12, 2:14 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Kickoff call | Video Call | Harborview Community College | Nov 11, 2:51 AM | External |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Meeting | Barr Foundation Brownfields Assessment and — Cornerstone | Nov 1, 6:21 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Video Call | Meridian Port Authority | Oct 24, 9:23 PM | Internal |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | Meeting | Ironwood Rail Group | Oct 24, 6:22 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Compliance gap review | Video Call | Harborview Community College | Oct 22, 1:57 PM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Award notification | Meeting | Energy Industrial Efficiency and — Cornerstone | Oct 20, 5:51 AM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Ironwood Rail Group | Oct 14, 7:56 AM | External | |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | DM | Meridian Port Authority | Oct 5, 9:16 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Kickoff call | Cascade Freight Systems | Oct 3, 8:48 PM | Internal | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Phone Call | Ironwood Rail Group | Oct 2, 4:10 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Harborview Community College | Sep 23, 12:11 PM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Quarterly reporting sync | California Energy Renewable Energy Deployment — Cascade | Sep 3, 11:05 AM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Phone Call | Ironwood Rail Group | Aug 22, 1:21 PM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Quarterly reporting sync | Meeting | Meridian Port Authority | Aug 20, 8:00 AM | Internal |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Action items assigned; follow-up scheduled.”Open | ||||
| Weekly grant status update | Phone Call | California Energy Renewable Energy Deployment — Cascade | Aug 14, 3:57 PM | External |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Scope review | Meeting | Energy Combined Heat and — Cascade | Aug 10, 7:31 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Meeting | California Energy Renewable Energy Deployment — Tri-State | Aug 2, 8:45 AM | Internal |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Client to send the missing documentation this week.”Open | ||||
| Quarterly reporting sync | Video Call | Ironwood Rail Group | Jul 28, 11:18 AM | External |
| “Reviewed performance metrics due to the funder and confirmed the data sources. Approved to proceed to the next stage.”Open | ||||
| Scope review | California Energy Renewable Energy Deployment — Cascade | Jul 20, 11:19 AM | External | |
| “Went through the technical scope line by line and matched each item to a detected requirement. Approved to proceed to the next stage.”Open | ||||
| Budget working session | Meeting | Cascade Freight Systems | Jul 10, 11:48 AM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Phone Call | Ironwood Rail Group | Jul 8, 8:11 PM | Internal |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Client to send the missing documentation this week.”Open | ||||
| Renewal discussion | Video Call | Ironwood Rail Group | Jul 7, 12:04 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||
| Vendor selection review | Cascade Freight Systems | Jul 3, 12:10 PM | Internal | |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | DM | Barr Foundation Brownfields Assessment and — Pinnacle | Jun 26, 1:04 PM | Internal |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Video Call | Harborview Community College | Jun 26, 2:06 AM | Internal |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Award notification | Meeting | Harborview Community College | Jun 16, 3:24 PM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Meeting | Alder Creek Water District | Jun 11, 11:49 AM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. No blockers; on track for the target date.”Open | ||||
| Weekly grant status update | Energy Industrial Efficiency and — Cornerstone | Jun 4, 7:58 PM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Pre-submission walkthrough | Video Call | Cascade Freight Systems | Jun 2, 9:00 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. No blockers; on track for the target date.”Open | ||||
| Budget working session | Video Call | Harborview Community College | May 25, 10:42 PM | External |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Weekly grant status update | Video Call | Alder Creek Water District | May 13, 4:17 PM | Internal |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Renewal discussion | Video Call | Ironwood Rail Group | May 11, 1:10 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Client to send the missing documentation this week.”Open | ||||
| Kickoff call | Harborview Community College | May 6, 6:09 AM | External | |
| “Walked through the grant calendar, confirmed the priority programs, and set the weekly cadence. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Phone Call | Harborview Community College | Apr 14, 11:18 PM | External |
| “Final read-through of the narrative and attachment checklist before submission. Approved to proceed to the next stage.”Open | ||||
| Scope review | Meeting | Barr Foundation Brownfields Assessment and — Pinnacle | Apr 11, 3:06 PM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. No blockers; on track for the target date.”Open | ||||
| Renewal discussion | Video Call | Cascade Freight Systems | Apr 6, 1:34 PM | External |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Action items assigned; follow-up scheduled.”Open | ||||
| Pre-submission walkthrough | Meeting | California Energy Renewable Energy Deployment — Cascade | Apr 4, 8:41 AM | External |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Weekly grant status update | Alder Creek Water District | Apr 1, 8:27 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Quarterly reporting sync | Economic Development Community Health Resilience — Meridian | Mar 26, 9:42 AM | External | |
| “Reviewed performance metrics due to the funder and confirmed the data sources. No blockers; on track for the target date.”Open | ||||
| Pre-submission walkthrough | Harborview Community College | Mar 11, 8:20 PM | External | |
| “Final read-through of the narrative and attachment checklist before submission. Action items assigned; follow-up scheduled.”Open | ||||
| Vendor selection review | Video Call | Alder Creek Water District | Mar 5, 2:20 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Video Call | Barr Foundation Brownfields Assessment and — Cornerstone | Mar 2, 3:43 PM | External |
| “Compared quotes against the requirement matrix and picked the compliant vendor. Approved to proceed to the next stage.”Open | ||||
| Compliance gap review | Phone Call | Alder Creek Water District | Feb 15, 5:39 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Budget working session | Alder Creek Water District | Feb 13, 2:45 PM | External | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Action items assigned; follow-up scheduled.”Open | ||||
| Weekly grant status update | Cascade Freight Systems | Feb 12, 6:14 PM | Internal | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Action items assigned; follow-up scheduled.”Open | ||||
| Vendor selection review | Ironwood Rail Group | Dec 8, 10:24 PM | External | |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Vendor selection review | Harborview Community College | Nov 22, 7:50 AM | External | |
| “Compared quotes against the requirement matrix and picked the compliant vendor. No blockers; on track for the target date.”Open | ||||
| Compliance gap review | Meeting | Harborview Community College | Nov 20, 7:43 AM | External |
| “Reviewed unmet checks and assigned owners for each outstanding item. No blockers; on track for the target date.”Open | ||||
| Award notification | DM | Energy Industrial Efficiency and — Cornerstone | Nov 11, 12:09 AM | Internal |
| “Funder confirmed the award. Discussed drawdown schedule and reporting cadence. Escalated one blocker to the client's exec sponsor.”Open | ||||
| Weekly grant status update | Cascade Freight Systems | Oct 31, 7:57 AM | External | |
| “Reviewed open applications, flagged two compliance gaps, and agreed on next week's targets. Client to send the missing documentation this week.”Open | ||||
| Scope review | Video Call | Cascade Freight Systems | Oct 15, 11:05 AM | External |
| “Went through the technical scope line by line and matched each item to a detected requirement. Client to send the missing documentation this week.”Open | ||||
| Budget working session | Ironwood Rail Group | Oct 10, 6:25 PM | External | |
| “Rebuilt the budget from vendor quotes and settled the indirect cost approach. Approved to proceed to the next stage.”Open | ||||
| Renewal discussion | Meeting | Alder Creek Water District | Aug 3, 7:51 PM | Internal |
| “Talked through next year's retainer capacity and the pipeline of upcoming programs. Approved to proceed to the next stage.”Open | ||||