Allocore State and Local Growth Dashboard

Meetings Held

Of 15 tracked across all 3 states

Meetings Scheduled

On the calendar, not yet held

Total Budget Allocated

$49,000

Across MD/TN/NH

Total Budget Spent

No actual spend logged yet — planned only

State Snapshot

Latest win, next action, and budget status per state — drill into each state's own tab for the full picture

	MarylandBoosting current modernization efforts	TennesseeGovernor-backed legislation	New HampshireGrassroots by program
Latest Win	Governor's Office meeting held 8/27 — secured guidance and buy-in	TN legislation first draft complete (8/20)	NH-specific one-pager finalized
Next Action	Launch outreach across DHCD, Commerce, DoIT, MHEC, DGS, Labor, USM	5 stakeholder meetings land in September (Gonzalez, Pfiefer, Barrett, Hendrix, Mayberry)	BFA meeting Thu 9/3, NH Housing Thu 9/4
Budget Allocated	$10,000	$20,000Deck states $20,000 total — line items sum to $25,000, discrepancy flagged	$19,000
Budget Spent	$0	$0	$0

Maryland

Lab Kit ObjectiveBoosting current modernization efforts

August

Build intelligence

Register in eMMA and select relevant classifications
Monitor solicitations, renewals, awards and statewide vehicles
Build the agency target list
Tailor messaging to Maryland priorities

August–September

Map influence

Identify the program user and operational pain point
Map secretary, CIO, program and operating decision makers
Identify procurement and IT gatekeepers
Document interests, objections and influence paths

September–October

Generate access

Launch coordinated outreach across executive, operational and procurement roles
Conduct agency discovery meetings
Test modernization hypotheses and identify champions
Track needs, timing and next actions

October–November

Qualify pursuits

Follow up on the strongest agency needs
Validate scope, security, contract route, funding and timing
Socialize Allocore with Board of Public Works and legislative stakeholders
Select top pursuits and assign account owners

CompleteIn progressNot started

Key Stakeholders

Governor's Office

✓ Met — Aug 27. Secured guidance and buy-in to engage agencies directly; established as the entry point for the rest of the program.
Target agency coalition — DHCD, Commerce, DoIT, MHEC, DGS, Labor, USM

Not yet met. Outreach launched across political/admin, operational, and procurement contacts. DHCD is the strongest lead-agency candidate (opportunity score 99/100).
Board of Public Works — Gov. Moore, Comptroller Lierman, Treasurer Davis

Not yet met. Targeted for Days 61–90.
General Assembly — budget leaders, policy chairs

Not yet met. Targeted for Days 61–90.

Marketing & Advertising

Association memberships & forumsIn progress

$2,000 budgeted; Patrick building the target list of orgs to join and events to attend.
MBE Night in AnnapolisNot started

Late February.
Maryland Tech Council — Technology Transformation ConferenceNot started

Mid-March.
Maryland Digital Government SummitNot started

Mid-June.
MACo Summer Conference — Tech ExpoNot started

Mid-August.
TEDCO Entrepreneur ExpoNot started

October 27, 2026.
Maryland Chamber of Commerce — Cyber & Technology Policy CommitteeNot started

Ongoing policy committee, not a single dated event.

Thought Leadership & Legislation

Maryland one-pager✓ Complete
Governor's meeting messaging & talking points✓ Complete
MD priority messaging & Allocore handoutIn progress

Framed around modernization, performance, cost/taxpayer value, and constituent experience.

Tennessee

Lab Kit ObjectiveGovernor-backed legislation

August

Build the foundation

Complete Tennessee-specific one-pager
Confirm Allocore and Cornerstone registrations
Define the Lending.gov-inspired state concept
Prepare stakeholder briefs and meeting asks

September

Secure sponsorship

Meet financial, oversight, banking, agriculture and Governor's Office leaders
Include contract-team members where useful
Test need, sponsorship and coalition roles
Capture objections and next actions

August–October

Draft the policy

Draft Tennessee-specific legislation
Define governance, program scope and operating model
Develop fiscal and constituent-value rationale
Socialize language with policy and legislative stakeholders
Socialize legislation to select members

Post-election

Engage the transition

Meet transition-team members and incoming legislative director
Refresh stakeholder map after the election
Secure a path into the new administration's agenda
Convert interest into 2027 actions

CompleteIn progressNot started

Key Stakeholders

Commissioner Greg Gonzalez — TN Dept. of Financial Institutions

Not yet met. Scheduled 9/23.
Jennifer Pfiefer — Chief of Staff, Comptroller of the Treasury

Not yet met. Scheduled September; contract team invited.
Colin Barrett — President, TN Bankers Association

Not yet met. Scheduled September; potential distribution channel.
Michael Hendrix — Sr. Policy Advisor, Gov. Lee's office

Not yet met. Scheduled September.
Eric Mayberry — President, TN Farm Bureau

Not yet met. Scheduled September; rural lending network.
Transition team & incoming Legislative Director

Not yet contacted. Names TBD, post-election (Nov).

Marketing & Advertising

Jan 2027 inauguration dinner✓ Budgeted

$5k earmarked as part of post-election transition engagement.
Coalition events & engagementIn progress

$2,000 budgeted; specific events TBD.

Thought Leadership & Legislation

TN legislation mirroring federal Lending.gov proposalIn progress

First draft complete (8/20) — the direct expression of the governor-backed-legislation objective.
Tennessee-specific one-pagerIn progress
Under review 9/1.
Tennessee-specific collateralsIn progress
Review set for 9/1.

New Hampshire

Lab Kit ObjectiveGrassroots by program

August–September

Establish presence

Complete introductory meetings with BFA, NH Housing, NHDES, CDFA and Granite Edvance
Join BIA; confirm fall event calendar and participation
Tailor NH messaging, agency briefs and use-case collateral
Map program workflows, pain points, decision makers and incumbent systems
Build an initial procurement and budget-cycle calendar

September–October

Deepen relationships

Bring Allocore SMEs into agency-specific discovery sessions
Test modernization hypotheses across intake, servicing, compliance and reporting
Begin sequenced outreach to Executive Council and Governor's Office stakeholders
Attend BIA forums; execute approved political engagement within compliance rules
Score opportunities by urgency, access, fit, funding and procurement path

October–December

Convert insight into action

Conduct tailored capability sessions or demonstrations with the strongest agencies
Validate priority workflows, integrations, security needs and desired outcomes
Confirm acquisition route, budget owner, evaluation timeline and next decision
Build account plans for the top two opportunities with owners and follow-up cadence
Activate Annual Dinner, Leadership Summit and inaugural-ball engagement plans

CompleteIn progressNot started

Key Stakeholders

4 target state agencies identified (BFA, NH Housing, CDFA, NHDES) — no agency meetings held yet.

BFA — James Key-WallaceScheduled Thu 9/3

Not yet met; Mike sending materials ahead.
NH Housing — Rob DapiceScheduled Thu 9/4

Not yet met (virtual); Friday preview/prep call first. Flow: intros → Allocore story → lending.gov → open discussion on NH needs.
CDFAIn progress

Not yet met. Tracker: Mike reached out, pending reply. Flag: 8/31 team meeting said Kirsten was holding off until other meetings wrap — confirm current status.
NHDESNot started

Pending outreach until BFA, NH Housing, and CDFA are complete.
Executive CouncilNot started

Approves all major state contracts/appointments — a later-stage relationship.
Granite EdvanceNot started

Steering clear of direct outreach for now; expected via a natural intro through BIA/Krystiana.

Marketing & Advertising

Join BIA (Business & Industry Association)In progress

$2,000 membership; application submitted, Kirsten checking on status.
BIA's 113th Annual DinnerScheduled

Table secured, ~700 attendees incl. Exec Council and cabinet.
Governor Ayotte fundraiserScheduled

9/14 Rye / 9/15 Rochester; Mike evaluating attendance (tough dates for Sara — USDA/DC conflicts). Oct/Nov preferred window for the next event.
2027 Inaugural BallIn progress

~$2,500 table; venue TBD (Manchester vs. Army Washington).
12th Annual NH Leadership SummitNot started

Dec 7–8, $1,500, BIA members only; early-2027 fallback options exist.
NH Community Loan Fund — potential customer/beta partnerNot started

Mike to speak with Steve (president) first.

Thought Leadership & Legislation

NH-specific one-pager✓ Complete
BIA welcome post + press outreachIn progress

Targets NH Business Review, Business NH Magazine, Union Leader — the grassroots media layer of the objective.

State Program Inventory

State-administered loan & credit programs researched as Allocore expansion targets · source: Federal & State Credit Programs Ledger — FY2026/27 (Jon Remedios, Allocore)

Programs inventoried

Across MD, TN, NH

Agencies / authorities

Named leadership & contacts on file

States inventoried

MD · TN · NH

Maryland

17 programs · 12 agencies

Strategy

One statewide enterprise program-delivery contract across MD's 6 program families — not six separate implementations. DHCD is the strongest lead-agency candidate (opportunity score 99/100); buying coalition spans Labor, Commerce, DHS, DoIT, and DGS.

Programs by Sector

Small Business 3 · Technology / Innovation 3 · Agriculture 3 · Economic Development / Local Government 2 · Housing 2 · Water Infrastructure 2 · Energy / Housing 1 · Energy 1

Program inventory (17)

Program	Agency	Sector	Type	Status
Maryland Resource-Based Industry Financing Fund (MRBIFF)	MARBIDCO	Agriculture	Direct / Participation Agribusiness Loan	Active
Small Acreage Next Generation (SANG) Program	MARBIDCO	Agriculture	Beginning Farmer Real Estate Loan	Active / Funding-cycle dependent
Agribusiness Equipment and Working Capital Loan Fund	MARBIDCO / Partner Lending Organizations	Agriculture	Equipment / Working Capital Loan	Active / Funding-cycle dependent
Jane E. Lawton Conservation Loan Program	Maryland Clean Energy Center (administration transitioned July 1, 2026)	Energy	Energy Conservation Loan	Active / Administration transitioned in 2026
BeSMART Energy Efficiency Loan for Homeowners	Maryland DHCD	Energy / Housing	Energy Efficiency Loan	Program availability should be verified
Maryland Housing Rehabilitation Program - Single Family	Maryland DHCD / Local Administering Agencies	Housing	Home Rehabilitation Loan	Active
Maryland Economic Adjustment Fund (MEAF)	Maryland Department of Commerce	Small Business	Revolving Loan Fund	Active / Applications accepted
Military Personnel and Veteran-Owned Small Business Loan Program	Maryland Department of Commerce	Small Business	No-Interest Direct Loan	Active / Funding-cycle dependent
Advantage Maryland (MEDAAF)	Maryland Department of Commerce / MEDAAF Authority	Economic Development / Local Government	Conditional Loans / Grants / Investments	Active / Competitive
Maryland Industrial Development Financing Authority (MIDFA)	Maryland Department of Commerce / MIDFA Authority	Economic Development / Local Government	Loan Guarantees / Revenue Bonds	Active
MSBDFA SSBCI Financing Programs	Maryland Department of Commerce / MSBDFA; managed by Meridian Management Group	Small Business	Direct Loans / Loan Guarantees / Equity	Active
Maryland Mortgage Program	Maryland Department of Housing and Community Development	Housing	First Mortgage / Down Payment Assistance	Active
Drinking Water Revolving Loan Fund (DWRLF)	Maryland Department of the Environment / MWIFA	Water Infrastructure	State Revolving Fund Loan	Active / Annual application cycle
Water Quality Revolving Loan Fund (WQRLF)	Maryland Department of the Environment / MWIFA	Water Infrastructure	State Revolving Fund Loan	Active / Annual application cycle
TEDCO SSBCI Venture Funds	TEDCO	Technology / Innovation	Equity / Venture Capital	Active
TEDCO Seed Funds	TEDCO	Technology / Innovation	Seed Equity Investment	Active
TEDCO Social Impact Funds	TEDCO	Technology / Innovation	Pre-Seed / Inclusion Equity	Active

Key agencies (12)

Maryland Department of Commerce score 96

Loans & Grants — Economic development financingSecretary (see agency leadership page) · 410-767-6300

Department of Housing & Community Development score 99

Loans & Grants — Top housing targetSecretary Jacob R. Day · 410-209-5800

Maryland Department of Transportation score 90

Program Management — Federal transportation fundingSecretary (current public leadership) · 410-865-1000

Maryland Department of the Environment score 95

Loan Management — Infrastructure lendingSecretary (public leadership) · 410-537-3000

Maryland Department of Emergency Management score 98

Disaster Recovery — Recovery & mitigationSecretary/Director (public leadership) · 410-517-3600

Department of Human Services score 94

Program Management — Large caseloadSecretary (public leadership) · 800-332-6347

Department of Health score 92

Grant Management — CDC fundingSecretary (public leadership) · 410-767-6500

Department of Labor score 91

Grant Management — WIOASecretary (public leadership) · 410-230-6001

State Department of Education score 90

Grant Management — Education grantsState Superintendent · 410-767-0100

Higher Education Commission score 84

Program Management — Student aidSecretary/Executive Director · 410-767-3300

Department of General Services score 100

Procurement relationship — State contractsSecretary (public leadership) · 410-767-4960

Department of Information Technology score 97

Strategic influencer — Enterprise ITSecretary Katie Savage · 410-697-9700

Tennessee

15 programs · 7 agencies

Strategy

Outreach is centrally gated — route through the Central Procurement Office (CPO.SWC@tn.gov) and CIO Kristin Darby before any single-agency conversation. Largest clusters: Fund Tennessee/SSBCI, THDA homeownership finance, and TDEC/TLDA infrastructure lending, most delivered through partner networks (CDFIs, lenders, utilities).

Programs by Sector

Small Business 2 · Housing 3 · Water / Wastewater Infrastructure 2 · Energy / Commercial & Industrial 1 · Disaster Recovery 1 · Transportation / Local Government 1

Program inventory (15)

Program	Agency	Sector	Type	Status
Drinking Water State Revolving Fund	TDEC / TLDA	Water / Wastewater Infrastructure	Low-Interest Infrastructure Loan	Active
Clean Water State Revolving Fund	TDEC / Tennessee Local Development Authority (TLDA)	Water / Wastewater Infrastructure	Low-Interest Infrastructure Loan	Active
Energy Efficiency and Renewable Energy Loan Program	TDEC Office of Energy Programs / Pathway Lending	Energy / Commercial & Industrial	Revolving Energy Loan	Active
Great Choice Plus Down Payment Assistance	THDA	Housing	Second Mortgage / Down Payment Assistance	Active
Homeownership for Heroes	THDA	Housing	Mortgage / Down Payment Assistance	Active
State Infrastructure Fund	TLDA in consultation with Tennessee Department of Transportation	Transportation / Local Government	Revolving Infrastructure Loan	Active
InvestTN Regional Seed Fund	TNECD / Launch Tennessee and selected fund managers	Small Business	Equity / Venture Capital	Active
Tennessee Rural Development Loan Resources	TNECD Rural Development / regional development districts and partner lenders	Economic Development / Rural	Referral / Revolving Loan Funds	Active / Portfolio of Programs
LendTN Loan Fund	Tennessee Department of Economic & Community Development (TNECD) / participating CDFIs and lenders	Small Business	Loan Participation / Direct Partner Lending	Active
Resilient Tennessee Revolving Loan Fund	Tennessee Emergency Management Agency (TEMA)	Disaster Resilience / Local Government	Hazard Mitigation Revolving Loan	Authorized / Developing
Energy Efficient Schools Initiative Loan Program	Tennessee Energy Efficient Schools Initiative	Education / Energy	Low-Interest Energy Loan	Active
Great Choice Home Loan	Tennessee Housing Development Agency (THDA)	Housing	Fixed-Rate Mortgage	Active
Agricultural Enterprise Financing Authority	Tennessee Local Development Authority	Agriculture	Agricultural Enterprise Loan / Bond Financing	Available / Transaction-driven
Pollution Control Equipment Financing	Tennessee Local Development Authority	Environmental / Small Business	Pollution-Control Loan / Bond Financing	Available / Transaction-driven
SBA Disaster Loans for Tennessee Events	U.S. Small Business Administration with TEMA coordination	Disaster Recovery	Federal Disaster Loan	Event-driven / Federal

Key agencies (7)

Tennessee Department of Economic & Community Development

Borrower/lender portals, SSBCI compliance, portfolio reporting, partner onboarding — Coordinate with LaunchTN, CDFIs, banks, and regional development districts

Tennessee Housing Development Agency

Lender intake, DPA eligibility, document workflows, servicing data exchange, compliance — Work through approved mortgage lenders and housing counselors

Tennessee Department of Environment & Conservation

Application modernization, project scoring, draw management, federal reporting, portfolio analytics — Integrate with TLDA, utilities, engineers, and Pathway Lending

Tennessee Local Development Authority

Board workflow, debt/loan servicing, covenant monitoring, borrower reporting — Coordinate with Comptroller, TDEC, TDOT, and local governments

Energy Efficient Schools Initiative

Project intake, technical review, savings verification, loan servicing — Potential integration with TVA EnergyRight and engineering firms

Tennessee Emergency Management Agency

Disaster intake, mitigation project pipeline, case handoffs, loan status tracking — Team with FEMA/SBA specialists and local emergency-management offices

Pathway Lending

Loan origination, underwriting, servicing, and impact reporting — Direct operating-partner opportunity with TDEC oversight

New Hampshire

26 programs · 4 agencies

Strategy

One platform, not 26 separate modernization efforts. BFA is the strongest first wedge (10 programs, lender/business model maps directly to Allocore's platform); NH Housing (9 programs) and NHDES SRF/infrastructure finance are the second- and third-best wedges.

Programs by Sector

Business Finance 6 · Housing 6 · Housing / Multifamily 3 · Water / Infrastructure 3 · Business Finance / Energy 2 · Community Development 2 · Business Finance / Innovation 1 · Business Finance / Real Estate 1 · Environmental / Infrastructure 1 · Environmental / Economic Development 1

Program inventory (26)

Program	Agency	Sector	Type	Status
Bonds	NH Business Finance Authority (BFA)	Business Finance	Bond Financing	Active
C-PACER	NH Business Finance Authority (BFA)	Business Finance / Energy	C-PACER Financing	Active
Capital Access Program (CAP)	NH Business Finance Authority (BFA)	Business Finance	Capital Access Program	Active
Direct Gap Financing	NH Business Finance Authority (BFA)	Business Finance	Direct Loan	Active
Early-Stage Capital	NH Business Finance Authority (BFA)	Business Finance / Innovation	Equity / Early-Stage Capital	Active
Energy Loans	NH Business Finance Authority (BFA)	Business Finance / Energy	Direct Loan	Active
Guarantees	NH Business Finance Authority (BFA)	Business Finance	Loan Guarantee	Active
Participations	NH Business Finance Authority (BFA)	Business Finance	Loan Participation	Active
Real Estate Development Financing	NH Business Finance Authority (BFA)	Business Finance / Real Estate	Direct Loan	Active
Temporary Loans	NH Business Finance Authority (BFA)	Business Finance	Bridge Loan	Active
Community Development Fund	NH Community Development Finance Authority (CDFA)	Community Development	Blended Loan / Grant	Active
Predevelopment Loan Fund	NH Community Development Finance Authority (CDFA)	Community Development	Predevelopment Loan	Active
Brownfields RLF	NHDES	Environmental / Economic Development	Revolving Loan Fund	Active
Clean Water SRF	NHDES	Water / Infrastructure	State Revolving Fund Loan	Active
Drinking Water / Groundwater Trust Fund	NHDES	Water / Infrastructure	Trust Fund Loan	Active
Drinking Water SRF	NHDES	Water / Infrastructure	State Revolving Fund Loan	Active
PFAS Remediation Financing	NHDES	Environmental / Infrastructure	Remediation Financing	Active
Affordable Housing (Multifamily)	New Hampshire Housing	Housing / Multifamily	Multifamily Development Loan	Active
Bonds	New Hampshire Housing	Housing	Bond Financing	Active
Cash Assistance	New Hampshire Housing	Housing	Down Payment Assistance	Active
Construction / Bridge Lending	New Hampshire Housing	Housing / Multifamily	Construction / Bridge Loan	Active
HOME / HTF	New Hampshire Housing	Housing	Grant / Blended Loan	Active
Home Flex	New Hampshire Housing	Housing	Mortgage	Active
Home Preferred	New Hampshire Housing	Housing	Mortgage	Active
Predevelopment	New Hampshire Housing	Housing / Multifamily	Predevelopment Loan	Active
Purchase Rehab	New Hampshire Housing	Housing	Mortgage / Rehab Loan	Active

Key agencies (4)

NH Business Finance Authority (BFA)

Lender/business intake, underwriting, credit approvals, board packages, servicing visibility, and portfolio reporting — Direct authority relationship — test whether BFA can procure directly

New Hampshire Housing

Lender/developer portal, reservations, underwriting, construction draws, compliance, servicing exchange, and portfolio reporting — Segmented contact channels already exist by function (homeownership, multifamily, business technology)

NHDES

Project intake, priority scoring, engineering review, reimbursement, federal reporting, and long-term compliance monitoring — Coordinate through EPA-listed SRF contacts; verify before outreach

NH Community Development Finance Authority (CDFA)

Blended loan/grant intake, underwriting, contracts, milestone reporting, compliance, and impact measurement — Smaller authority, but a clean entry point for blended grant/loan workflow