IBRN Professional Services Referral for COEP

IBRN Professional Services Referral Form

Process for COEP partners
Use this form to refer your COEP ratepayer-eligible client to the following services:
- Business Courses - PCC Small Business Dev Center
- Capital Access - Vibrant Future
OTHER SERVICES:

Refer to Livelihood NW services (bookkeeping, strategy, financial analysis, HR, business systems) here: https://livelihoodnw.org/coep

Refer to Legal Services here: https://bit.ly/COEPreferral

For Digital Marketing services via Xcelerate Women, refer eligible clients to their Business Advising Intake form
Advisor Name*

First NameLast Name
Advisor Email
example@example.com
Your Organization*

LatinoBuiltLivelihood NWNAMCPBDGUrban League
Your Organization

APANO (Asian Pacific American Network of Oregon)BACC (Black American Chamber of Commerce)Built OregonHacienda CDCHMC (Hispanic Metropolitan Chamber)IRCO (Immigrant & Refugee Community Organization)LatinoBuiltLivelihood NWMESO (Micro Enterprise Services of Oregon)NAMCNAYA (Native American Youth and Family Center)Neighborhood HouseONAC (Oregon Native American Chamber)PBDGPCC SBDC Global Trade CenterTiEUrban LeagueXXcelerateProsper Portland
Business Owner Name*

First NameLast Name
Business Name*
Business Owner Email Address*
example@example.com
Business Owner Phone Number*
Please enter a valid phone number.
Select the service you're referring the client to:*
Business Course selection*
Bookkeeping Referral Reminders

1) Client needs to schedule an Open Accounting Advising appointment to get started. There is a $5 fee to schedule. https://livelihoodnw.org/oaa

2) Please remind your client that they are responsible for the $25 engagement fee that applies to some services.
Legal Referral Reminders

1) Client must complete SBLC Intake Form which includes providing income: https://law.lclark.edu/centers/small_business_legal_clinic/client_enrollment/

2) Please remind your client that they are responsible for the $25 engagement fee per matter.
Reason for referral or additional information for the Professional Service Provider*
TiE XL Bootcamp - Additional Information
Business Website*
ex: businessname.com
Provide a short description of the business. Include the problem your client is trying to solve and how their product/service solves that problem.*
Approximately how much time has your client put into this plan?*
years, months, weeks, etc.
Has the client invested money in their idea?*

YesNo
Approximately how much money has the client invested?*
ex: $5,000
What stage is the business in? Select the option that best fits.*

Concept Stage (client either has an idea or has just started working on product/service)Seed/Bootstrap Stage (client has product/service and has taken some funding or is bootstrapping)Mature/Growth Stage (client has product/service and established business and is looking to expand)
Will the service or product serve a national or international market?*

YesNo
Is the business currently your client's full time form of work?*

YesNo
Should be Empty:

IBRN Professional Services Referral Form

TiE XL Bootcamp - Additional Information