Attachment B-Reference Check Form - City of Lincoln City.pdf
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- Solicitation number
- S-R02706-00010934
- Issued by
- Lake County, Albany City, Oregon
About this file
The document is a Reference Check Form related to a Request for Proposal (RFP) for Loan Referral Services for the Oregon Business Development Fund (OBDF). The Proposer is the Oregon Cascades West Council of Governments, and the reference entity is the City of Lincoln City/Lincoln City Urban Renewal Agency. The services provided by the Proposer include complete loan processing, underwriting, closing, servicing, accounting, and collections. The Proposer is described as having excellent customer service, responsive and knowledgeable staff, and providing cost-effective services that allow the City to offer various loan programs to the community. The City has been engaged in an Intergovernmental Agreement (IGA) with the Proposer since November 2017 for its Urban Renewal-funded Loan Programs and City-funded Economic Development Toolbox Loans, and the relationship remains ongoing.
The document does not provide specific pricing details, but it notes that the hourly rates have increased over the years and the Proposer communicates these changes clearly and well in advance. There are no details provided regarding any set asides, incumbents, funding requirements or sources, or contract term and renewal options.
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Text version
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 Lincoln City/Lincoln City Urban Renewal Agency
Reference Contact Name: Alison Robertson, Director Ec Dev & Urban Renewal
Contact Telephone Number: 541-996-1207
Contact Email Address: ARobertson@lincolncity.org
Please respond to the following questions:
1. For what type of services did you engage Proposer?
Business Lending Services for our Urban Renewal-funded Loan Programs and City-funded Economic Development Toolbox Loans.
2. Describe the services listed in response to question 1.
Complete processing of loans including application and financial data analysis, underwriting, closing of loans, servicing of current loans including IRS requirements, accounting and collections of all loans. Proposer provides easy to read monthly reports with bank transfer information as well as year-end information for borrowers.
3. Describe Proposer’s customer service.
Incredibly responsive with knowledgeable, professional (yet friendly) and solution-based staff. Always friendly and always helpful.
4. Describe your satisfaction with the business relationship with Proposer.
Very satisfied. Proposer provides a cost-effective service that allows our small city to offer Façade Improvement, Business Expansion and Energy Efficiency loan programs to our community. In addition, OCWCOG also services our Economic Development Toolbox Loan & Grant Program which is helping spur development in our city.
5. Describe Proposer’s methods for problem resolution.
Proposer uses excellent communication skills and as a result, there really haven’t been any “problems” to resolve.
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
6. How likely would you be to use Proposer’s services again?
The Lincoln City Urban Renewal Agency and Proposer have been engaged in an IGA since November 2017. In May of 2020, the City of Lincoln City also entered into an IGA with Proposer. Both of these agreements remain ongoing.
7. With which aspect(s) of Proposer’s services are you the most satisfied?
Proposer does a stellar job – they do what they say. Very satisfied with the professional way in which they process our loans and treat our borrowers. Very satisfied with the reporting.
8. With which aspect(s) of Proposer’s services are you the least satisfied?
None.
9. How well did Proposer stay within the proposed timeline?
Proposer is always timely; reports are on time, borrowers are not left wondering what is happening with their loan, invoices are received timely.
10. How did the final project cost compare to the initial proposed cost?
Our relationship is ongoing. Over the years, the hourly rates have gone up and Proposer communicates these changes clearly and well in advance.
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