Attachment E - Sample OBDF Loan Referral Form.pdf
PDF 58 KB Posted
- Solicitation number
- S-12300-00011380
- Issued by
- Marion County, Oregon
About this file
This document is an Attachment E - Sample Business Finance Oregon Business Development Fund (OBDF) Loan Referral form. It is used by referring entities to provide information about a business they are referring for potential OBDF loan funding. The form collects details about the referring entity, the business being referred, the proposed project, and any other relevant comments. The information requested includes the business name, contact details, a description of the business activities, the proposed funding amount and purpose, the project location, and whether there are any other lenders involved. The completed form is to be emailed to the specified Oregon state agency email address for further review and consideration of the loan referral.
The document does not provide any pricing terms, set asides, or information about incumbents or funding sources. It is focused solely on the loan referral process and the details required to submit a referral for potential OBDF financing.
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Text version
Attachment E Sample Business Finance
Oregon Business Development Fund (OBDF) Loan Referral
2024-02-05 H:\Finance\DOCUMENTS, FORMS & TEMPLATES\BizOR Referral Form.docx
p. 1 of 2
A
Referring Entity
Referring Entity’s Name:
Referrer’s Name:
Mailing Address:
Physical Address (if mailing address is a PO Box):
Direct phone:
Cell phone:
Email address:
Brief description of the relationship/prior activity with the business being referred:
Business Being Referred
Business Entity’s Name:
Contact Name:
Website:
Mailing Address:
Physical Address (if mailing address is a PO Box):
Direct phone:
Cell phone:
Email address:
Preferred contact method:
Is this business considered traded sector per ORS 285B.280?
Briefly describe business activities:
Att E
Attachment E Sample Business Finance
Oregon Business Development Fund (OBDF) Loan Referral
2024-02-05 H:\Finance\DOCUMENTS, FORMS & TEMPLATES\BizOR Referral Form.docx
p. 2 of 2
A
Project Background Amount of proposed funding :
Purpose of the proposed funding:
Project location (include county):
Briefly describe the project:
Are there other lenders currently involved in this project? Yes
If yes, Lending institution:
Primary contact at lender:
Phone number:
Email:
Comment about other lender activities, if applicable:
Other Comments
Please email completed form to amy.will@biz.oregon.gov
Name, Submitter – Signature & Date mailto:pamela.brunell@biz.oregon.gov
| Referring Entity |
| Business Being Referred |
| Project Background |
| Other Comments |
File details come from the government source that posted it. Updated .