PM01: Deferred Maintenance to C-PACE Screening Worksheet

You are not prospecting. Every candidate project in your portfolio is already written down — in reserve studies, deferred maintenance schedules, capital plans and the inspection reports you file every year. This worksheet is a way of reading those documents a second time with C-PACE eligibility in mind. Four steps: assemble the source documents, score every open capital item across six columns, rank the candidates, and build the package. The best first project is rarely the largest — it is the one that is unambiguously eligible, plainly beneficial, and owned by someone who already trusts you. Includes strong and weak candidate profiles and a portfolio summary to carry into the owner meeting.