HomeMy WebLinkAboutResolutions - 1986.09.11 - 10882SCELLANEOUS RESOLUTION #86257 September 11, 1985
BY: FINANCE COMMITTEE, DR. G. WILLIAM CADDELL, CHAIRPERSON
IN RE: ECONOMIC DEVELOPMENT GROUP - MICHIGAN DEPARTMENT OF COMMERCE
GRANT-CONTRACT AS AMENDED-SOUTHEAST MICHIGAN ENTREPRENEURIAL FORUM
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Mr. Chairperson, Ladies and Gentlemen:
WHEREAS the Michigan Department of Commerce has offered to participate
in a Southeast Michigan Entrepreneurial Forum by entering into a grant -
contract with County Economic Development Group.
WHEREAS the forum has been conducted in previous years by the Greater
Detroit Chamber of Commerce who has offered again to conduct such a forum in
1986; and
WHEREAS this Entrepreneurial Forum has in past years proven to be
beneficial in promoting entrepreneurs in Southeast , Michigan and Oakland
County; and
WHEREAS the Oakland County Economic Development Group recommends that
the County of Oakland subcontract with the Greater Detroit Chamber of
Commerce to conduct the Entrepreneurial Forum; and
WHEREAS the grant - contract covers the period August 1, 1986 through
December 15, 1986; and
WHEREAS there are no matching requirements or costs associated with the
grant - contract; and
WHEREAS acceptance of this grant - contract does not obligate the County
to any future commitment; and
WHEREAS Corporation Counsel has approved the grant - contract to form
and has prepared a subcontract with the Greater Detroit Chamber of Commerce.
THEREFORE BE IT RESOD/ED that the Oakland County Board of Commissioners
accept the grant - contract in the amount of $32,500 from the Michigan
Department of Commerce.
BE IT FURTHER RESOLVED that the Chairperson of the Oakland County Board
of Commissioners be authorized to execute the grant - contract with the
Michigan Department of Commerce -and the subcontract with the Greater Detroit
Chamber of Commerce.
BE IT FURTHER REMIXED that the Budget be amended to reflect the grant
contract funding as follows:
Revenue Economic Development Group
3 -10100 -119-01-00-2185 Grant Revenue $32,500
Expenditure Economic Development Group
4-10100-119-01-00-3703 S.E. Michigan Entrepreneurial
$32,500
Mr. Chairperson, on behalf of the Finance Committee, I move the adoption
of the foregoing resolution.
FINANCE COMMITTEE
I HE7-77' APPRO1E THE FOREGOING RESOLUMON
Forum
taei ' LOW
ENTREPRENEURSHIP FORUM EXECUTIVE COUNCIL
November 21-22, 1986
Accountant's:
Mr. Richard M. Gabrys
Partner-in-Charge
Deloitte, Haskins & Sells
100 Renaissance Center
Suite 3100
Detroit, Michigan 48243
(313) 446-0101
Mr. Daniel J. Kelly
Managing Partner
Touche Ross & Company
200 Renaissance Center
Detroit, Michigan 48243
(313) 446-1500
Mr. Richard E. Beckman
Partner
Arthur Andersen & Company
400 Renaissance Center
Detroit, Michigan 48243
(313) 259-8100
Attorneys:
Mr. Bruce D. Birgbauer
Miller, Canfield, Paddock & Stone
2500 Comerica Building
Detroit, Michigan 48226
(313) 496-7577
Mr. Ian D. Pesses
Maddin, Weiner, Hauser,
Wartell & Roth
29201 Telegraph Road
Manufacturer Southfield Tower
Southfield, Michigan 48037
(313) 354-4030
Mr. John A. Wise
Dykhouse & Wise
29201 Telegraph Road
Southfield, Michigan 48037
(313) 962-0643
Banks:
Mr. Charles E. Allen
President
Naf-ir,nal Bank ,
234 State Street
Detroit, Michigan 48204
(313) 256-8200
Mr. Eugene A. Miller
President
Comerica Incorporated
211 W. Fort Street
Detroit, Michigan 48226
(313) 222-6144
Mr. Robert J. Mylod
President
Michigan National Corporation
1700 Woodward
P.O. Box 589
Bloomfield Hills, Michigan 48303
(313) 642-9001
Mr. Daniel Voydanoff
Vice President of Public & Civic Affairs
National Bank of Detroit
611 Woodward Avenue
Detroit, Michigan 48226
(313) 225-3487
Insurance:
Mr. Allen J. McDowell
Alexander & Alexander of Michigan, Inc.
600 Fisher Building
Detroit, Michigan 48202
(313) 876-8900
Utilities:
Mr. Ernest L. Grove, Jr.
Vice Chairman
Detroit Edison
2000 Second Avenue
Detroit, Michigan 48226
(313) 237-8811
Mr. David K. Wenger
Executive Vice President Operations
Michigan Bell Telephone Company
444 Michigan Avenue
Detroit, Michigan 48226
(313) 223-7777
1.1^n Ii
County:
The Honorable Daniel T. Murphy
Oakland County Executive
Pontiac, Michigan 48053
State:
The Honorable James J. Blanchard
Governor
State of Michigan
State Capital
Lansing, Michigan 48909
wpc/1270A
8/15/86
MDOC ,3 rant No 86 -531
MDOC ocount No. 110-63-3522
STATE OF MICHIGAN -
DEPARTMENT OF COMMERCE
A
GRANT AGREEMENT
BETWEEN
THE STATE OF MICHIGAN
AND
OAKLAND COUNTY ECONOMIC DEVELOPMENT GROUP
FEDERAL I.D. NO. 38 -6004876
LE OF CONTENTS
Page
Section 1. Statement of Purpose • • • • • • •.. • • • • •01
Section 2. Authority for Grant and Offer of Funding . . . . 1
Section 3. Acceptance of Offer. . . . . . . . . . . . 1
Prnvigions • • • • • • • . • • • • • • • • 2
4.1. Statement of Work Performance. . . • . . . . . 2
4.2. Authorized Project Budget. . . . . . . . . 2
4.3. Use of Grant Funds . . . . . . . . . . . 2
4.4. Changes or Modifications of Project or Budget. . 3
4.5. Payment Schedule • • 4 • e • • • e • • • • • • 3
4.6. Payment Procedure. . . ..... . . . . . . 3
4•7. Monitoring and Program Performance . . . . , 4
4 .8. Reporting. . • • • • o • • • • o • • • • • • • • -4
4.9. Record and Financial Management. . . . . . . 4
4.10. Audit Requirements . . . . . . . . . . . 5
4 .11. Liability. . . . . . . . . . . . . . . . a . . 5
4.12. Civil Rights and Equal Employment Opportunity. . 5
4.13. Conflict of Interest • • • • • • • • • 4 m • • 5
4.14. Sectarian Involvement Prohibited . . . . . . . . 5
4.15. Temporary Suspension of Grant. . . . . . . . . 6
4.16. Oral and Written Agreements. . . . . . . . . . . 6
4.17. Signatories. • • • • • • • • • • • • • • • 0 6
Section 5. State Project Manager. . . . . . . . . . . • . • 7
S ection 6. Attachments ..... • • • • • • • • • • • • • 8
6.1. Statement of Work Performance . . . . . . . 8
6 .2. Project Budget • • . • • • • . . • • • • • • • 13
6.3. Application for Amendment Form . . . . . . . . 14
Grant No. 86-531
STATE OF MICHIGAN
ImPARTMRNT nv COMMERCE
PuBME: This is a grant between the
State of Michigan, Department of Commerce (hereinafter the
"State") and
Oakland County Economic Development Group
1200 North Telegraph
Pontiac, MI 48053
(hereinafter the "Grantee") for Grant Assistance for:
Entrepreneurial Forum
In the maximum amount of $32,500.00.
For a period commencing: August 1, 1986 and expiring: December
15, 1986
Section a,. AUTHORITY FOR_aRANI An_gFFEE_DF FgEDING
The State acting pursuant to Act. No. 112 of the Public Acts of
i c
1985, Section 1 , hereby offers to the G antee, grant assistance
subjec,t—Ao the provi-kions and limitatio s set forth in this
grant,
By:
Miche yn E. Pate r, Director
Local Developm Services Bureau
Michigan Department of Commerce
day of L91..!ILLC— 1 1 91a
agtion_IL ACCEPTANgE OF_DFEEE by the Oakland County Economic
Development Group.
The foregoing Grant Offer is hereby accepted and it is agreed
that the funds made available will be used only as set forth
herein and in accordance with the provisions and limitations of
this grant and the program statement established by the State.
ACCEPTED By:
Grantee's Authorized Official
Type or Print Name and Title
Dated this day of ,19.
APPROvE0 AS TO FOPm
Detainment 94 CopofsUon Counsel
Robert O'Leary, Deputy Director
Michigan Department of Commerce
Dated this
as,112n IL aRAII F22/11101
4.1 STATEMENT OF WORK PERFORMANCE
The Grantee agrees to undertake and complete the project activities
described in the Statement of Work rertormanue aml lime ScLicdult which
is Section 6.1 of this grant, subject to the limitations set forth in
this grant and applicable federal and state laws, rules and
regulations.
4.2 AUTHORIZED PROJECT BUDGET
The project budget is under Section 6.2 and is deemed a provision of
this grant.
The State will make payment(s) to the Grantee in a total amount not to
exceed the amount specified in Section 1.
Eligible costs under the grant shall include only those items and
amounts identified in the project budget. All cost overruns are the
responsibility of the Grantee. Any portion of the funding made
available by this grant offer not used for fulfillment of grant shall
revert to the State.
4.3 USE OF GRANT FUNDS
The Grantee agrees to expend State grant funds received under this
grant for the project(s) specifically described in the Statement of
Work Performance. It is agreed that the grant may be terminated if
grant funds are used for any purpose other than those described in the
Statement of Work Performance Section 6.1. The State reserves the
right to reduce the amount of the grant if State funds become
unavailable, or are diminished or for other good cause. All grant
funds not spent during the period of the grant, and any amendments
thereto, shall be returned to the State within 30 days of the end of
the grant period.
Use of State funds for travel, that is determined necessary to the
Program, shall be subject to travel policies of the Grantee if they
are uniformly applied, regardless of source of funds in determining
the amounts and types of reimbursable travel expenses of the Grantee's
staff. If the Grantee does not have specific policies or if specific
policies are not uniformly applied, the State of Michigan Standard
Travel Regulations shall apply in determining the amount charged under
this grant. The State of Michigan Standard Travel Regulations will be
made available upon request.
2
4.4 CHANGES OR MODIFICATIONS OF PROJECT OR BUDGET
a. The Grantee agrees to obtain prior written approval
for any and all project changes from the State including:
1. Additions or deletions in the Statement of Work Performance
and Time Schedule or location, or
2. A single change or an accumulation of line item
changes in the Project Budget of 10% or more of the State funds.
b. Procedure for changes or modification.
No term or provision of this grant and its attachments may be changed,
waived, added or deleted except by written amendment approved by the
State. Application for amendment must be initiated by filing a
properly completed application for amendment form, attachment 6.4 of
this grant.
4.5 PAYMENT SCHEDULE
The State agrees to pay the Grantee the sum not to exceed the sum specified
in Section 1 of this grant which amount represents the aggregate
compensation to be paid under the terms of this grant.
An immediate payment of $31,000.00 shall be made to the Grantee upon
receipt by the Grant Administrator of a completed signed grant document.
An additional payment of $1,500.00 shall be made to the Grantee upon
receipt by the Grant Administrator of a final closing report.
4.6 PAYMENT REQUESTS
Payment requests shall include:
a) A properly completed Department of Commerce Form C-108:
Financial Status Report and/or Payment Request.
b) Payment requests must be forwarded to:
Michigan Department of Commerce
Local Services Division
6500 Mercantile Way, Suite 2
Lansing, Michigan 48910
PHONE: (517) 334-6175
4.7 MONITORING AND PROGRAM PERFORMANCE
The Grantee shall monitor performance to assure that Work Performance and
Time Schedules are being accomplished.
4.8 REPORTING
Requi -i'• Reports;
1. Payment Requests: Refer to Section 4.6 for details.
2. The Gr1:-0 .97,11 submit a final closing report to the State that
shall include such information as contained in the program statement
for the operation of the grant program.
4.9 RECORDS AND FINANCIAL MANAGEMENT
The Grantee agrees to maintain records that will allow for the comparison
of actual outlays with budgeted amounts. Accounting records must be
supported by source documentation such as invoices.
The Grantee shall retain all financial records, supporting documents,
statistical records, and all other pertinent records for a period of three
(3) years. The retention period starts from the date of the Grantee's
accepted final report.
4.10 AUDIT REQUIREMENTS
At the discretion of the State, the project may be subject to a final
audit prior to or after the final payment.
Should an audit be required the Grantee shall submit a copy of its
certified audit, prepared by a qualified independent auditor, to:
Michigan Department of Commerce
Local Services Division
6500 Mercantile Way, Suite 2
Lansing, Michigan 48910
PHONE: (517) 334-6175
Such audit shall be made in accordance with the generally accepted
accounting standards established by the American Institute of
Certified Public Accountants and shall include an audit of grant funds
including a schedule of actual State grant costs compared to budgeted
State grant amounts. The amount of any unallowable State costs
reported in the audit shall be returned to the State of Michigan.
The audit shall be submitted no later than 120 days after the program
Is completed or the close of the first fiscal period following
completion of the grant.
4.11 LIABILITY
The Grantee agrees to indemnify, defend and save harmless, the State
and its employees from any claims, liens, loss, damages, or injury
resulting from actions taken under this grant.
4.12 CIVIL RIGHTS AND EQUAL EMPLOYMENT OPPORTUNITY
The Grantee agrees to comply with applicable state and federal Civil
Rights and Equal Employment Opportunity statutes.
4.13 CONFLICT OF INTEREST
No employee of the Grantee, its sub grantee(s) nor any member of
Subcontractor's governing board or body, and no person who exercises
any functions or responsibilities in the review or approval of the
undertaking or carrying out of this grant shall participate in any
decision relating to this grant which affects his/her personal
pecuniary interest.
4.14 SECTARIAN INVOLVEMENT PROHIBITED
Grantee shall ensure that no funds under this grant are used, either
directly or indirectly, in the support of any religious or
antireglious activity, worship, or instruction.
5
A.15 TEMPORARY SUSPENSION OR TERMINATION OF GRANT
The Grantee agrees that the State may, with reasonable notice, suspend
the grant for failure to comply with the terms of this grant or
failure to make reasonable progress to'.,:zrdz c'.om:17.tibn of thc
or program being funded. During the period of suspension the State
may withhold payments and/or prohibit the Grantee from incurring
additional obligations of grant funds. A suspension may last until
the Grantee provides evidence of corrective action acceptable to the
State or until a decision is made to terminate the grant. The State
may terminate this grant in whole or in part, at any time before the
date of completion, whenever it is determined that the Grantee has
failed to comply with the conditions of the grant.
4.16 ORAL AND WRITTEN AGREEMENTS
This grant constitutes the complete grant between the State and the
Grantee. All oral and written agreements between the parties relating
to the subject matter of this grant that are part of this grant have
been reduced to writing and are contained herein.
4.17 SIGNATORIES
The signatories warrant that they are empowered to enter into this
Grant.
6
Section 5.. IAIL *; ILU
The term "Project Manager" means the person acting
for the State to review work on this grant and who
is responsible for working with the Grantee
throughout the term of the project. The State has
designated the following person as project manager
for this grant:
Ms. Jean Johnson, Project Manager
Michigan Department of Commerce
P. 0. Box 30225
Lansing, Michigan 48909
PHONE: (517) 373-0638
7
Section 6. LII.A ; .II
6.1 Statement of Work Performance (Project Description) and Time
Schedule of Performance.
I. rvices
I shall act as the consultant to the principal
- the Chamber - specifically in regard to progra
management and marketing for the conduct of an
Entrepreneurship Forum to be held prior to November 30,
1986.
tam MamaLamanl
Program management activities which are expected
under this consulting agreement include TEl
professionals working closely with the Chamber to
establish timelines for the development of the
program, review the composition of the faculty for
the program and provide advice and counsel with
respect to the confirmation of individual speakers
for the program and "mix" of speakers necessary for
a high quality forum.
1. TEl responsibilities include:
a) Provide the Chamber with feedback on last
year's program including a review of participant
evaluations and speaker, program and format
effectiveness. Conduct an attendee survey which
will be due by September 30, 1986 of 1985
program. Conduct an attendee survey of '86
program, which will be due September 30, 1987.
b) Provide advice to the Chamber regarding how
to re-structure the steering committee and share
with the Chamber fund-raising techniques used by
TEl to secure sponsorship.
c) Participate in steering committee meetings as
agreed for the purposes of insuring the success
of the program.
d) Correspond with speakers. Send all speakers
instructions and guidelines for their
presentations. These are based on TEI's speaker
guidelines, which will be provided.
2. Chamber responsibilities include:
a) Organize all steering committee meetings and
conduct said meetings.
b) Follow up with all steering committee members
to insure speakers are invited and confirmed for
4" program.
c) Provide TEl information necessasry to carry
out its marketing, logistics and Forum conduct
responclibilities.
B. Ludaliaa
TEl proposes to relieve the Chamber staff of the
time-consuming responsibilities of insuring
logistical arrangements, and handling Forum day
activities.
1. TEl responsibilities include:
a) Provide necessary manpower to "run the
Forum".
b) Fun Forum.
c) Select the Forum facility and negotiate price
within budget.
d) Work with facility staff to guarantee all
arrangements for a smooth-running Forum.
2. Chamber responsibilities include:
a) Advise TEl of desired Forum location.
b) Provide two staff persons during the Forum to
represent the steering committee and greet
speakers, sponsors, etc. and handle logistical
arrangements.
c) Arrange for and hold (invite, arrange and
provide management for) a cocktail reception for
sponsors, faculty and steering committee members
approximately three weeks prior to the Forum.
TEl will reimburse the expenses for the
reception up to $900.00.
C. ELt1111,
Marketing consulting services will be designed to
insure the proper preparation and implementation of
a marketing plan which has proven successful by TEl
in its projects. Techniques utilized to stimulate
interest in the program, specific marketing
an0 detailed 'pointers" on the
timing of the campaign will be shared with Chamber
staff/steering committee at the first steering
committee meeting.
1. TEl responsibilities include:
a) Revic:- last year's marketing campaign,
including detailed statistical report on media
effectiveness.
b) Develop a successful marketing campaign which
includes outreach to entrepreneurs throughout
Macomb, Wayne, Oakland and the Downriver
communities.
c) Present plan to steering committee for final
approval.
d) Implement plan.
e) Produce and place all advertisements, and
produce and print the brochure (up to 5,000)
copies and Chamber mailing piece as needed, and
provide registrant materials.
f) Work out details for the program with media
to guarantee timely, cost-effective placement of
advertisements. Pay for advertising campaign
which will include expanded outreach to Macomb,
Wayne, and Oakland and Downriver Community
entrepreneurs.
2. Chamber responsibilities include:
a) Provide public relations for the Forum, i.e.
announce in Chamber newsletter.
b) Secure at least two well-known entrepreneurs
to be featured in marketing campaign.
1 0
c) Work with TEl to secure local advertising rates,
if possible.
:Thrum, to Chamber mbers (at least, do
a mailing) to a targeted list of Chamber members and
pay the postage expense thereto.
e) Encourage the steering committee in Wayne,
Oakland, Macomb, DCC and City of Detroit
representatives to identify potential registrants in
a timely manner and to forward those names to TEI.
f) Produce Forum folder similar to last year's. TEl
will pay an amount similar to 1985 for the folders,
which will be distributed at the Forum.
D. Ttlamarkttin&
The most difficult aspect of the entrepreneurial
development project is the identification, screening and
recruitment of a high-quality audience for the
entrepreneurship program. TEl believes strongly that
this requires the trained expertise of its (TEI's) staff
located in Columbus, Ohio, who are available to provide
the necessary screening and salesmanship to insure
adequate levels of participation in the program. TEl and
the Chamber understand that a minimum of 100 registrants
is their common goal, although a "sell-out" of 150
registrants is planned.
1. TEl responsibilities include:
a) Handle the telemarketing of the program, including
screening. Handle all inquiries generated by the
marketing, sell registrations, collect fees and
communicate registration information to the Chamber.
2. Chamber responsibilities include:
a) Act as local office for the program. Forward
information to initial inquiries on a daily basis.
E. D(3112.1 thl IN-Day,
The Entrepreneurship Institute's professional staff will
1.?!e 7!tam!7.7r staff ln the delivery
of the Entrepreneurship Forum. The hallmark of The
Entrepreneurship Institute Forums is not only the quality
of the faculty and registrants, but the "on-time"
111rery of the program.
1. TEl responsibilities include:
a) A representative of TEl shall serve as moderator
for the Forum and TEl personnel (one) will be
responsible for supervising Chamber staff who will be
responsible for all logistics and manning the
registration and speaker sign-in desks.
II. C.2nridsmlialiti
The Institute has conducted significant research and studies
which led to the development of the Community Entrepreneurial
Development Project and in connection with this agreement,
the sponsor will be receiving information from TEl of a
valuable and confidential nature. In consideration of these
disclosures, the sponsor agrees to maintain the secrecy of
all confidential information obtained from TEI.
"Confidential information" shall be any information disclosed
to the sponsor or known by the sponsor in consequence of the
association with TEI, TEI's services and/or any phase of
TEI's business operations, including information relating to
methods and procedures for implementing the Forum.
6.2 Project '7udget
MI
Er211111.2nAl ;erviaes
TASKS
• Logistical arrangements
• Committee network development
• Program development
• Program re, n-,:t/contract coordination
• Staff suppv-t
• Program evaluation
TOTAL PROFESSIONAL SERVICES $32,000
2. Advertising 16,700
3. Conference facilities and speaker gathering 9,000
4. Transportation, meals and lodging 2,500
5. Telephone and telemarketing expense 2,800
6. Forum materials, printing and publishing
TOTAL BUDGETED EXPENSES
20aRCE OF REVEHIE
Michigan Department of Commerce 32,500
Chamber commitment 12,500
TEl commitment (registration fees) 21LICLQ
TOTAL BUDGETED REVENUES
$65,000
$65,000
13
MICHIGAN DEPARTMENT OF COMMERCE
APPLIgATIOLURAZANT AMENDMENT
Section 6.3
County of Grantee Name: Oakland Grant No. _
Enrereneurial rum Title of Proje : t_p Fo _________Amendment No._ 1 _
Grant Period:___ August 1, 1986 to December 15, 1986 _ _
Effective Date:
41,0 n OF ..... W.VIPWROMOW.m””4014”1”a2eW ......... MMPOW,O414 00W4Wargew ........ n Wooms ...
A. Grant section(s) to be amended:
Section 6.(1) Services
B. Purpose of this amendment and specific changes requested:
If attachments are necessary they must be clearly numbered and
identified.
The County of Oakland, Grantee, acting through its Economic Development Group
shall serve as the prime consultant in providing the following services and
may subcontract all or any part of the services to the Greater Detroit Chamber
of Commerce, herein referred to as the "Chamber" and/or The Entrepreneurial
Institute herein referred to as "TEI."
It is agreed that all other terms and conditions of the grant remain
in full force and effect. In addition, no costs pertaining to this
amendment shall be incurred prior to the approval of the State.
AMENDMENT REQUESTED BY
Date Grantee's Authorized Official
Type or Print Name and Title
AMENDMENT APPROVED BY
Date Michelyn E. Pasteur, Director
Local Development Services Bureau
Michigan Department of Commerce
AP0.0VED AS TO FORM
CorixmatAon Counsei
DWIGHT CARLSON
Perceptron, Inc
JOHN BARFIELD
Barfield & Associates
KEITH CRAIN
Crain Communications Inc
-Entrepreneurs come from all walks
of life and oil types of job
backgrounds. To them, the dream of
being master of their own late and
finances overpowers the small reward
of employment security Our two day
seminar will provide you with the
knowledge to walk along this road as
well as active support from those who
have passed this way before you.-
BEVERLY BELTAIRE
PR Associates
JACK ROBINSON -
Perry Drug Stores, Inc.
The Forum Includes practical step-by-step sessions on:
• How to put together a workable business plan.
• How to assess risk realistically.
• How to develop practical sales forecasts.
• How and where to get capital for start-up and expansion in the
Southeast Michigan area.
• How to manage your company better._ • How to find and keep good employees.
Greater Detroit / Southeast Michigan
ENTREPRENEURSHIP FORUM
Sponsored By The Greater Detroit Chamber of Commerce
Cosponsors: Downriver Community Conference; Oakland County Economic Development Corp.;
Community Economic Development Dept., City of Detroit; Economic Development Cor-
poration of Wayne County; Macomb County Planning Commission; and Michigan
Department of Commerce,
Conducted By: The Entrepreneurship Institute.
October 18-19, 1985 Call 1-800-848-3952
Southfield, Hilton or
961-2075
InZlivit.CH!GAN
TH!
4:15 • 5:00
5:00-6:15
6:15-7:15
8:00-9:00
9:00-9:30
9:30-10:20
10:20-10:40
10:40-11:05
11:05-11:30
11:30-11:55
11:55 •1:30
1:30-1:45
1:45-2:30
2:30 -2:35
2:35-3:20
3:20-3:30
3:30-4:30
4:30-5:00
5:00-6:00
TIE AGE D;;;
NTREPRENEURSHIP FORUM
OCTOBER 18 & 19, 1985
Friday, October 18
8:00- 8:30 Registration '
8:30 - 9:00 Welcome — Frank E. Smith,
President, Greater Detroit
(7^—rnerce
lntrdcrv Rern.m'
Jack Robinson, President & CEO,
Perry Drug Stores, Inc.
Logistics & Program
Jan Zupnick, President,
The Entrerreneurship institute
9:00-10:00 Successful Entrepreneur's
Experience- Panel
- ----John Barfield, President,
Barfield & Associates
James Karchon, President,
Engineering Services, Inc.
Keith Crain, Vice Chairman,
Crain Communications Inc.
Beverly Beltaire, President,
PR Associates. Inc
10:00-10:30 The Nature of Entrepreneurship
Jan Zupnick, President,
- The Entrepreneurship Institute
10:30-10:50 Break
10:50 •11:20 Developing The Business Plan
— Overview
Jon Fovenesi, Partner, Touche Ross
11:20-11:50 Understanding My Market and
Reaching . My Customers
Dick Ferguson, Exec, Vice President,
Buckheim & Rowland, Inc.
1.:50 -2:00 Lunch and Introduction of
Registrants
Ernest L. Grove, Jr., Vice Chairman,
The Detroit Edison Company
2:00 - 2:30 Legal Aspects of Starting and
-.Managing My Business
John Wise, Partner, Dykhouse & Wise
2:30 -3:15 Financing My Business
Rick Beer, Presicent,
Cambrian Capital
James Thompson, Vice President,
Jacques Pattesserie, Inc
3:15-3:30 Break
3:30 - 4:15 Interactive Workshops
• Developing the Business Plan
• The Marketing and Selling Plan
• Financing - Tne New Business
Start-Up
• Survival and Growth in a Com-
petitive Environment
• Legal and Tax Requirements of
Running a Business
• Using Government Sponsored or
Related Sources
• Dealing with Major Corporations
in a Global Economy
Friday, October 18, cont'd
Repeat Interactive Workshops
Individual Discussions
with Resource People
Cocktails • Cash Bar
Saturday, October 19
Continental Breakfast
Doing Business In a Changing
Economic Climate
David L. Littmann, Vice President
Senior Economist, Manufacturers
National Bank
Finding Professional Resources —
Where, How and What to Expect
Jon Greenawalt, Senior Manage-
ment Consultant, Executive Con-
sulting Services, Inc.
James Inzelle, President,
Edgewood Tool & Manufacturing
Break
The Role of The Chief Executive
Officer
Dwight Carlson, President,
Perceptron, Inc.
Finding and Keeping Good People
(Speaker To Be Announced)
Promoting Your Business
Carmen Munoz, President,
Munoz Machine Products
Lunch and Keynote Address
(SpeakerTo Be Announced)
Interactive Workshops
• The Financial Plan, Cash Flow Pro-
jection
• Marketing and Selling Your
Company
• Financing - the New Business
Start-Up
• Survival and Growth in a Com-
petitive Environment
• Purchasing a Business
• Managing the Enterprise,
• Finding. Developing and Manag-
ing Quality People
Repeat Interactive Workshops
Break
Individual Discussions with
Resource People
Sendoff Address
Jack Robinson, President & CEO,
Perry Drug Stores. Inc.
Cocktails - Cash Bar
i EVALUATION
N=82 (55%) Name: 1984 Detroit
a. More than you needed -3 b. Just about right-42 c. Too little -35 2
The Entrepreneurship Institute
!1cw do you rate the Forum with respPct to:
1. Determining whether to start your own business 46 28 4 - 4
2. How to manage a new company 28 36 16 2
3. Making contacts to get assistance 45 27 9 1
4. Quality of speakers 66 16 -
5. Facilities 47 25 8 1(tele) 1
6. Overall program 48 - 33 1
7. What did you like most about the program? See Attachment
8. What would you most like to see changed for future programs? See Attachment
Do you believe the Forum registration fee was (circle appropriate answer)
Excellent Good Fair Poor N.A
q.
a. Too high -7 b. Just about right -72 c. Too low -3
10. Do you feel the amount of time you had to interact directly with speakers was
11. Do you find the "Insights to Business Success" booklet (circle one)
a. Very b. Moderately c. Not d. Didn't have time _
Useful -22 Useful -16 Useful - to determine -29
_
Yes No NA
12. would you recommend this Forum to others? 82
13. Would you consider attending another Forum next year? 70 6 6
11. May we refer future participants to you for comments? 75 5 2
15
15. Comments (use back of form if you need additional space): See Attachment
.nn
A Non-Profit Internationat Organization
Serving The Entrepreneur And Private Enterprise
Telephone (614) 895-1153 3592 Corporate Drive/Suite 100
Columbus, Ohio 43229/USA
#86257 September 11, 1986
Moved by Calandro supported by Webb the resolution be adopted.
AYES: McConnell, McPherson, Moffitt, Nelson, Olsen, Page, Perinoff,
Pernick, Price, Rowland, Skarritt, Webb, Wilcox, Aaron, Caddell, Calandro,
Doyon, Gosling, Hassberger, Hobart, Richard Kuhn, Susan Kuhn, Lanni, Law.-(24)
NAYS: None. (0)
A sufficient majority having voted therefor, the resolution was adopted.
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
Lynn D. Allen, Clerk of the County of Oakland and having a
seal, do hereby certify that I have compared the annexed copy of
Miscellaneous Resolution adopted by the Oakland County Board of Coundssioners
at their meeting held on September 11, 1986
with the original record thereof now remaining in my office,
and that it is a true and correct transcript therefrom, and
of the whole thereof.
In Testimony Whereof, I have hereunto set my hand and affixed
the seal of said County at Pontiac, Michigan
Lynn/D: Allen, CoThly Clerk
Regrster of Deeds
this