Attachment B-Reference Check Form - City of Albany.pdf

PDF 131 KB Posted

Attached to
Oregon Business Development Fund (OBDF) Loan Referral Services
Solicitation number
S-R02706-00010934
Issued by
Lake County, Albany City, Oregon

About this file

The document is Attachment B - Reference Check Form for a Request for Proposal (RFP) issued by the Oregon Business Development Fund (OBDF) for Loan Referral Services. The City of Albany contracted with the Oregon Cascades West Council of Governments (OCWCOG) to administer a small business assistance program for low or moderate income childcare providers. The program included recruiting eligible participants, screening for eligibility, establishing grant agreements, awarding small business grants, providing technical assistance to grant recipients, and reporting on program outcomes. The City of Albany expressed a high level of satisfaction with OCWCOG's customer service, responsiveness, and collaborative problem-solving abilities. OCWCOG was able to efficiently and effectively provide the small business assistance services within the proposed timeline and budget.

The RFP does not provide details on pricing terms, set asides, incumbents, funding requirements and sources, or other salient information. The document focuses on the reference check responses from the City of Albany regarding OCWCOG's past performance in delivering the small business assistance program.

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RFP S-12300-00009536 – Oregon Business Development Fund (OBDF) - Loan Referral Services Att B

DAS Procurement Services, Version 2.0 – December 9, 2016 Page 1 of 2

ATTACHMENT B - REFERENCE CHECK FORM

Proposer Name: __Oregon Cascades West Council of Governments_______

Reference Entity: ____City of Albany_____________________________________

Reference Contact Name: ______Beth Freelander____________________________________

Contact Telephone Number: _______541-791-0209___________________________________

Contact Email Address: ______beth.freelander@albanyoregon.gov____________________

Please respond to the following questions:

1. For what type of services did you engage Proposer?

The City of Albany contracted with OCWCOG to administer a small business assistance program to low or moderate income childcare providers.

2. Describe the services listed in response to question 1.

The program included recruiting eligible participants, screening for program eligibility, establishing grant agreements and awarding small business grants, providing technical assistance to grant recipients and reporting on program outcomes.

3. Describe Proposer’s customer service.

They were always very responsive to me. I did not receive any complaints or concerns about their customer service.

4. Describe your satisfaction with the business relationship with Proposer.

I have a high level of satisfaction with this business relationship. OCWCOG staff were excellent to work with on this project.

5. Describe Proposer’s methods for problem resolution.

OCWCOG staff are proactive at identifying potential concerns or issues as well as possible solutions. They were collaborative problem solvers.

6. How likely would you be to use Proposer’s services again? Very likely.

RFP S-12300-00009536 – Oregon Business Development Fund (OBDF) - Loan Referral Services Att B

DAS Procurement Services, Version 2.0 – December 9, 2016 Page 2 of 2

7. With which aspect(s) of Proposer’s services are you the most satisfied? Their expertise in effectively and efficiently providing small business assistance and support was extremely valuable.

8. With which aspect(s) of Proposer’s services are you the least satisfied? NA, all work was satisfactory.

9. How well did Proposer stay within the proposed timeline? OCWCOG was able to move quickly to recruit eligible grantees and award them small business assistance funds.

10. How did the final project cost compare to the initial proposed cost? The project stayed within the budget.

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