submit your project backup - Fusion Properties Management Group, Inc.

We are looking forward to evaluating your project and have put together this online submission form to help you pull together all the pieces we’ll need in order to get started. Once we have a complete submission from you, we will be able to give you a “go” or “no-go” decision. In the event that we give you a “go” decision, we will issue a Commitment Letter which spells out the terms and conditions under which we will proceed with your project.

Please make sure to fill out the form as completely as possible. Make sure to attach all relevant documents which can help us understand your specific project. If you have any questions prior to filling out the form, please call 866.347.3321 and you will be connected with one of our Project Acquisition Managers.

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New Project Site Assessment Checklist

Submitting this form will create a lead and link with campaign

FROM (COMPANY REP NAME) : *
DATE SUBMITTED: Month:Day:Year:
PROJECT NAME – CONTACT INFORMATION
Project Name: *		Apn# or Google Loc:
Company Name:		bad Grow License:
Contact Name: *		Contact Email: *
Contact Address:		Contact Phone: *
BROKER’S NAME
Broker’s Name:		License#:
Company Name:		Category Vertical:
Contact Name:		Contact Phone:
Contact Address:		Contact Email:
PROPERTY INFORMATION
Project Name:		Monthly Rent or Mortgage:
Facility Size (sq.ft.):		Average NNN Charges: ?
Leased or Owned or New Development:		Average Power Requirement:
Building Valuation:		Litigation History:
Contact Address:		City Ordinance:
Soft Costs Paid:		City Permit Issued:

FINANCIAL INFORMATION
Lessee Name:		Cash Balance:
Audited Financial Statements:		Operating History:
Credit Report:		Legal Counsel:
Submitted by:		Title:
Address:
City:		State:
Telephone:		Fax:
zip code: *		Email:
Prospect Name:
Address:
City:		State:
Contact:		Title:
Telephone:		Fax:
Zip Code:		Email:
Estimated Date of Deal: Month:Day:Year:
Real Estate Dollar Value:
Tenant Improvement Dollar Value %:
Irrigation Systems (recirculation systems, piping and drainage) Lighting Systems (specialize grow lights, dif spectrum, dif watts) Shelving & Racking Systems (excludes grow tables) HVAC Systems Humidity Control Systems Solar Power Systems Backup Generator Systems Security/Video Surveillance Systems
Grower experience, credentials, operating history:
Describe prospect’s environment and your understanding of the opportunity:
Describe your involvement in the opportunity:
What other contacts are involved in the opportunity:

List of Diligence Documents Requested
PROPERTY DILIGENCE 1) Land Purchase – Escrow agreements, purchase agreements and/or option agreements to purchase the Properties 2) Development Plans – Detailed budgets, timelines, drawings, plans and specifications for the development / redevelopment of the Properties, Site Plan, Master Plan or CUP Plan 3) Development Plan Approvals – Evidence of development plan approvals, zoning and permitting for the Properties 4) Title Policies / Surveys – Most recent issued policy of title insurance, together with copies of all listed exceptions, and current draft policy of title insurance. Most recent surveys 5) Environmental – Environmental reports, including those generated by third parties, Soils Studies or Hazardous Material Reports 6) Taxes – current property tax bills and assessor’s statements of current assessed value 7) Property Marketing Brochure, Property Photos 8) Assessor’s Parcel Map or Plot Map 9) Google Earth coordinates (lat/long) 10) Infrastructure Reports (streets, curbs, gutters, water, sewer, gas) 11) Architectural Renderings 12) Architectural Drawings (mechanical, electrical, plumbing, elevations) 13) Request for Proposal (RFP or RFI for General Contractor bids) 14) Copies of all GC bids and submissions 15) Materials List for all proposed construction materials 16) List of all proposed Tenant Improvements (manufacturer equipment spec sheets with power consumption) HVAC Air control/humidifiers CO2 units Irrigation System Lighting System Grow Tables Power Supply/Transformer/Step down requirements Backup Generator/Alternate Power Supply TENANT DILIGENCE 1) General Company Information An entity structural chart, including all subsidiaries, affiliates, parent companies and ultimate beneficial owners All Board, committee and stockholder minutes and/or consents Organizational documents for all entities listed in Item 1.a. Schedule of states and jurisdictions where qualified to do business for all entities listed in Item 1.a. Schedule of banks with which the company has accounts General description of the lines of business for the entities listed in Item 1.a., including general business description; approximate sales and net income for the past 2 years and year to date; and location 2) Tenant Corporate Entity Articles of Incorporation By-laws and Operating Agreement Minutes and Motions for Banking Resolutions Dunn & Bradstreet listing 3) Financial Information Unaudited financial statements (balance sheet, income statement, cash flow statement) for the year to date and audited annual financial statements to the extent available for the past 3 years (including related financial footnotes) Accountants’ letters to management for the year to date and the past 3 years All loan/credit agreements, security documents, letters of credit, indemnity letters and guarantees to which the company (or any of the entities in 1.a.) is a party (including intercompany loans) Financial projections or internal budgets prepared by the company for the year to date and the past 3 years All documents pursuant to which the Company is a guarantor or is otherwise contingently liable for the obligations of another entity All projections and business plans for the past 3 years, the current year and any available later periods Any investor presentations or other materials provided to investors in the past 3 years 4) Taxes All income tax returns for the past 3 years Status of present or past tax audits All correspondence concerning taxes involving any taxing authority for the past 6 years 5) Management Information Schedule of officers (and their titles) and directors Biographies on officers and directors, including reasonable detail regarding management’s and the Board’s experience in the cannabis industry 6) Insurance All current insurance policies, including schedule of broker, limits, retentions and coverage basis for each Any notice of cancellation, termination or non-renewal or denial of liability under any policy Loss information for the past 5 years under any insurance policy 7) Regulatory Evidence of current licensing to cultivate and/or process cannabis under the applicable state/local cannabis laws Any policies with respect to regulatory compliance of state/local cannabis laws, rules and regulations Please answer the following questions, including applicable policies or other documentation as appropriate: How does the company prevent the distribution of marijuana to minors? How does the company prevent revenue from the sale of cannabis from going to criminal enterprises, gangs, and cartels? How does the company prevent possible diversion of cannabis from states where medical use and/or recreational use of cannabis products is legal under state law to states where medical use and/or recreational use of cannabis products is not legal under state law? How does the company prevent the use of state-authorized cannabis activity as a cover or pretext for the trafficking of other illegal drugs or other illegal activity? Does the company have a program or safeguards in place to prevent violence and the use of firearms in the cultivation and distribution of cannabis? How does the company prevent drugged driving or other possibly adverse public health consequences associated with cannabis use? Does the company either grow or purchase marijuana grown on public lands? How does the company prevent the possession or use of their product on federal property? Does the company maintain daily written records of all Cannabis, CBD, Hemp and inventory of non-cannabis products, including purchase date, type of product, purchase price and who it was purchased from? Does the company use software to track sales and pertinent transaction data such as who, when and what was purchased? Is the company a certified organic farm or does it plan to be a certified organic farm? Are you aware of any past or current pesticide issues that would result in a loss or claim? Does the company use any butane, propane, C02 or other gases in the manufacturing process? 8) Legal All pending or threatened litigation and other claims (judicial, administrative and arbitration) by or against the company or to which the company is a party All judgments or decrees to which the company or any of its properties is subject All notices and correspondence received from any governmental agency alleging any violation of law, rule or regulation, including those relating to any applicable state or local cannabis law, rule or regulation Any litigation concluded during the past 3 years with a description of the disposition 9) Disaster Recover/Business Resumption Plan 10) Security Plan Physical on-site armed security Video surveillance Physical barrier security

List Websites of Primary Competitors:





Current Grower Website(s) including ALL domain names – Owned by: (Include Registrar of Record, if available)





Current Social Media Accounts: (For example, FB, Twitter, YouTube, Google Places, Yahoo local listing, Yelp, InsiderPages, MerchantCircle, YellowPages, etc. and any applicable login info)










All of the following is additional info used for evaluating the credit-worthiness and financeability of the Grower.
TITLE: Describe You, Your Product or Service (Max 10 words Max 150 characters):
TAGLINE: Marketing Moto Describing You, Your Product or Service (Max 10 words Max 150 characters):
Current Brand (Vision) SUMMARY Statement (Max 150 words Max 250 characters):
Current Brand (Mission) SHORT Description (Max 300 words Max 500 characters):
Current Brand (Mission) LONG Description (Max 500 words Max 1500 characters):
In the following block, you will find keyword phrases and descriptive phrases in a way that answers the above questions. You should just focus on doing a brain dump at this point. These are carefully defined words based on your target customer and location. Please note that the city you are focusing on is included with each keyword. For example, “Medical Marijuana San Diego”
Current Brand (Keyword Targets) Keyword(s) Phrase(s) (Max 5 word string, comma separated format, highest priority keywords first, – subset of the first 200 characters will be all some submissions will allow, so make sure this string is prioritized):
Name of Company Representative:
Brief Professional Bio: (type or paste – line will expand)
There are two general categories for Content when broadcasting your company, Promotional and Informational. Please list a paragraph as it relates to your company in terms of “Promotional” facts about your company:
Promotional SHORT Description (Max 300 words Max 500 characters):
Please list a paragraph as it relates to your company in terms of “Informational” facts about your company:
Informational SHORT Description (Max 300 words Max 500 characters):
Additional Notes:
QPF completed by (print name):
QPF accepted by Fusion Properties:

New Project Site Assessment Checklist

PROJECT NAME – CONTACT INFORMATION

BROKER’S NAME

PROPERTY INFORMATION

FINANCIAL INFORMATION

List of Diligence Documents Requested

List Websites of Primary Competitors:

Current Grower Website(s) including ALL domain names – Owned by: (Include Registrar of Record, if available)

Current Social Media Accounts:

(For example, FB, Twitter, YouTube, Google Places, Yahoo local listing, Yelp, InsiderPages, MerchantCircle, YellowPages, etc. and any applicable login info)

All of the following is additional info used for evaluating the credit-worthiness and financeability of the Grower.

There are two general categories for Content when broadcasting your company, Promotional and Informational.

Please list a paragraph as it relates to your company in terms of “Informational” facts about your company: