Within the Oregon Growth Fund, investments are made with the purpose of growing the capital ecosystem in Oregon to promote economic development. Investments in this category tend to be first-time funds, smaller, and less institutional than the investments made from the Growth Account. Report is for investments made in Fiscal Years 2018-2022. For more information, visit https://www.oregon.gov/biz/programs/OGAOGF/Pages/default.aspx

Determination of Eligible Project by Oregon Business Development Commission under ORS 285C.606 during Fiscal Years 2016-2022, for which information is not otherwise maintained in a database. For more information visit https://www.oregon.gov/biz/programs/SIP/Pages/default.aspx

Loans from the Oregon Credit Enhancement Fund (CEF) under ORS 285B.200. This is a loan insurance program available to lenders to assist businesses in obtaining access to capital. For more information visit https://www.oregon.gov/biz/programs/CEF/Pages/default.aspx

Loans from the Oregon Capital Access Program (CAP) under ORS 285B.109. The program helps lenders make more commercial loans to non-profit and for-profit businesses seeking funds for most purposes. For more information visit https://www.oregon.gov/biz/programs/CAP/Pages/default.aspx

Within the Oregon Growth Account, investments are made in institutional investment vehicles and pre-institutional investment vehicles. Report is for investments made in Fiscal Years 2016-2022. For more information, visit https://www.oregon.gov/biz/programs/OGAOGF/Pages/default.aspx

Reporting covers July 1 to June 30, annually. For more information on Oregon's program visit https://www.oregon.gov/biz/programs/NMTC/Pages/default.aspx

Please see notes regarding specific columns in the table below.

Eligibility Determination made by Community Development Entity - *Wells Fargo Community Development took over the credits for Albina Community Bank when they ceased operations.

Quality Active Low Income Community Business - * Rough & Ready ceased operations March 3, 2016 and soon after began liquidation of assets. Business Oregon is working with Ecotrust to determine if there was a default and, if so, what reinvestment amount will be necessary to cure the default. ** QEI reinvested from the Rough & Ready LLC project.

Total Costs of Professionals Fees - * CDE does not charge fees.

Maximum Amount of Tax Credit Made Available to Quality Equity Investor in Current Tax Year - * Advantage Capital has one QEI

Industrial Development Bonds (IDB) are available to manufacturing projects, exempt facilities and nonprofit organizations to provide access to capital primarily for value-added manufacturing. For more information visit https://www.oregon4biz.com/How-We-Can-Help/Finance-Programs/IDB/

Annual certifications of facility to receive Oregon Investment Advantage tax benefit under ORS 316.778 or 317.391 for Fiscal Years 2016-2022, for which much of this information is not otherwise maintained in any database. For more information visit https://www.oregon.gov/biz/programs/OIA/Pages/default.aspx

With coordination and approval from the Governor’s office, Business Oregon makes strategic loans and forgivable loans from the Strategic Reserve Fund. These targeted investments in Fiscal Years 2016-2022 are made to specific projects that create jobs, provide actionable research, or build regional capacity for future growth. For more information, visit https://www.oregon.gov/biz/programs/SRF/Pages/default.aspx

Cash-based incentive (forgivable loan) awards made in Fiscal Years 2016-2022 to existing companies expanding operations in Oregon or new companies coming into the state that is based on the estimated increase in income tax revenue from new hires. For more information visit https://www.oregon.gov/biz/programs/BEP/Pages/default.aspx