What proportion of Goal 1 overall is complete at this point?
100%
What are the barriers and opportunities for completion that impacted goal 1 in the last month?
December marked a milestone in RI’s community engagement work, with a standout collaborative session hosted alongside MTEC that drew an impressive 45 potential trainees exploring careers in manufacturing. This session demonstrated both the demand for accessible pathways into manufacturing jobs and the effectiveness of RI’s targeted outreach.
What proportion of Goal 2 overall is complete at this point?
90%
What are the barriers and opportunities for completion that you impacted goal 2 in the last month?
RI’s acquisition pipeline took a meaningful step forward this month with a fresh batch of leads generated through our buy-side broker, Calder Capital. These new opportunities are under active review, with initial conversations being scheduled to evaluate business readiness for succession planning. At the same time, partnerships with Southland Development Corporation and Manufacturing Renaissance continue to uncover promising businesses in the manufacturing sector that align with RI’s cooperative vision. Recognizing the importance of education in this process, RI is now preparing a series of webinars to engage and inform business owners about worker ownership as a viable and values-aligned succession strategy.
What proportion of Goal 3 overall is complete at this point?
80%
What are the barriers and opportunities for completion that you impacted goal 3 in the last month?
RI continues to break new ground in building its cooperative conversion infrastructure. This month, we took a critical step by consulting with Pathlight Law to develop a tailored legal framework for conversions that safeguards RI’s 501(c)(3) status. This work will provide clarity on key legal structures while preparing RI to navigate complex transitions with confidence. In parallel, Project Equity’s (PE) proven model and expertise remain central to our strategy. PE’s deep knowledge of business viability assessments, governance design, and financial structuring is now being seamlessly integrated with RI’s pipeline-building efforts.
Did you access Technical Assistance for your CWB project last month?
Yes
Which TA provider(s) did you work with within the Phase I CWEB grantees?
| TA Provider | Hours Spent | Satisfaction |
|---|---|---|
|
Project Equity |
3 |
Very satisfied |
Which TA providers did you work with OUTSIDE of the Phase I CWEB grantees?
| TA Provider | Hours Spent | Satisfaction |
|---|---|---|
|
Pathlight Law |
3 |
Very satisfied |
Did someone from your organization attend the Working Group this month?
No
How would you rate the usefulness of the working group to your project last month? (on a scale of 1-5)
How would you rate the usefulness of the Working Group for building community?
What have been the two most valuable contributions of the Working Group this month?
Please share any comments about the working group meetings.
How many TOTAL housing units did you preserve or create last month? (it is okay if the answer is zero)
0
How many TOTAL CWB businesses did you develop last month? (it is okay if the answer is zero)
0
Number of stakeholder meetings held related to your Pre-Development Project?
2
Number of community meetings attended last month related to your Pre-Development Project?
0
Service / Capacity
| Service | Capacity |
|---|---|
|
Accounting & Financial Management |
3 some ability |
|
Advocacy |
3 some ability |
|
Conflict Resolution |
1 limited ability |
|
Cooperative Development and Operations |
4 |
|
Education & Training |
4 |
|
Fundraising or Raising Capital |
3 some ability |
|
Governance / Legal |
4 |
|
Marketing & Communications |
2 |
|
Other |
N/A |
|
Project Management |
3 some ability |
|
Real Estate Acquisition & Development |
N/A |
|
Relationship Building |
5 extensive ability |
|
Research |
5 extensive ability |
Other (please describe and include ranking)
What constraints or limitations with internal capacity is the organizarion experiencing related to its Pre-Development Project?
The addition of Diante Adams and Amari Rios has proven transformative for our team. Diante’s leadership in workforce engagement has sharpened RI’s ability to connect with prospective trainees, while Amari’s work on administrative processes has streamlined operations and improved project alignment.
What opportunities, if any, did the organization take advantage of related to its Pre-Development Project?
New leads sourced via Calder Capital’s brokerage services. Stronger partnerships with Project Equity, Southland Development Corporation, and Manufacturing Renaissance, deepening our access to businesses in the manufacturing sector. A growing emphasis on community engagement, as demonstrated through the MTEC session and nonprofit collaborations.
Please use this space to elaborate, contextualize, or add any additional info about the details submitted in your report:
