Oregon Business Development Fund (OBDF) Loan Referral Services

The Oregon Business Development Department (Business Oregon) is soliciting contractors to provide loan referral services for the Oregon Business Development Fund (OBDF) loan program under solicitation number S-12300-00011380. This contract requires contractors to identify eligible prospective loan applicants and refer them to Business Oregon to facilitate access to OBDF financing. The contract is anticipated to have an initial term of five years with possible renewals, supported by a maximum compensation of up to $600,000 over the term, tied to actual funded loans through a referral fee structure. Contractors are expected to conduct outreach, project screening, and client engagement activities to promote and facilitate loan referrals, complying with state and federal laws including civil rights protections and Oregon-specific requirements. The procurement process emphasizes qualifications-based award with evaluation criteria weighted primarily on project engagement and screening processes, response capacity, prior relevant experience in Oregon economic development, approach and methodology, and interagency partnerships. Price is not an evaluated factor. To participate, proposers must submit a comprehensive response including a certification sheet, disclosure exemption affidavit if applicable, and reference checks, adhering to a 12-page maximum proposal length excluding certain attachments. The contract includes detailed standard provisions such as compliance with nondiscrimination laws, business registration requirements, indemnity, and force majeure clauses. The contractor functions as an independent entity responsible for all tax obligations and compliance. Payment is contingent upon acceptance of deliverables by Business Oregon’s Contract Administrator, with invoicing required monthly and subject to legislative appropriation. The contract and related RFQ documents outline administrative and procedural instructions for submission, evaluation, and award to ensure timely and effective support of the OBDF loan program’s referral objectives within Oregon.