USERID211
CID568
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CLASS TEACHER258
CLASS HOURS TOTAL3
ZOOMLINKbit.ly
Consultant ID1
Date of Consultation04/26/2023
ConsultantDee Dice
Time Spent3.25
Type of EntryTA
Report Year2023
PurposeReview the Biz-M-Power Grant and apply if possible
Notes

Dee visited Robyn at her location at Nine Mountain retreat center in Plainville. It was good  to have an in person visit not only so I could see the facility and exactly learn about their business, but we called Theresa who is in charge of the Biz - M - Power crowdfunding grant and spoke to her directly with  both of us. Because the situation at Nine mountain is very unique in that it is not a cooperative but it has 20 owners and is an LLC, Theresa was not able to give us a definitive answer as to if Nine MT is eligible because the person who owns more than 20% of the organization it is not his primary income. That is one of the qualifications of the grant. She suggested that we write up a letter explaining the situation then next week she could make sense of it. Robin and D wrote this up. Robin will add two documents a list of all their organizations that use the retreat center and also a list of all the owners and their percentage of ownership.

Robyn and I have an action plan if they do not accept her application. We will start a crowdfunding platform using Patronicity and do the crowdfunding on our own without the matching funds.

PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidencePlainfield
NameROBYN O'BRIEN
EmailEmail hidden; Javascript is required.
Home Address9 MOUNTAIN STREET
PLAINFIELD, Massachusetts 01070
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Cell Phone(802) 275-6418
Work Phone(413) 634-0321
Please Tell Us About YourselfFemale
Are you an immigrant/non-native English speaker?NO
Which best describes youWhite/Caucasian
EthnicityNon-Hispanic
Are you a VeteranNO
Are you part of the LQBTQ+ communityNO
Which Best Describes Your Age Group?60 years or older
Household Size2
Income Level Based on the Chart AboveLow
Business NameNine Mountain Retreats
Type of BusinessRetreat center
Business Address9 MOUNTAIN STREET
PLAINFIELD, MA 01070
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Websitehttps://ninemountain.com/
Total Number of Employees (including owners)2
Number of Full Time Employees1
Number of Part Time Employees1
What best describes your business status now?Established (business open for 1 year or more
Is this business Woman Owned?NO
Is the business any of the following?
  • None of the Above
Is this business Veteran Owned?NO
Is this business a CooperativeNO
What assistance are you seeking
  • Expanding your business
  • Marketing/advertising your business
  • Financial management/planning
  • IT/Web Support
  • Accounting assistance
Are you starting a business as a result of being unemployed.NO
Comments or Questions

I'm not sure if we already have an account here--I believe we do-

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