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HomeMy WebLinkAboutResolutions - 2025.05.22 - 42104 AGENDA ITEM: Appropriation for Resource Matcher Program with Oakland University DEPARTMENT: Executive's Office MEETING: Board of Commissioners DATE: Thursday, May 22, 2025 6:00 PM - Click to View Agenda ITEM SUMMARY SHEET COMMITTEE REPORT TO BOARD Resolution #2025-5298 Motion to appropriate $114,077 from Non-Departmental Technology Projects-One Time to Information Technology Fund (FND63600) to support the launch and implementation of the Resource Matcher Program; further, authorize Corporation Counsel and Purchasing Division to create an interlocal agreement with Oakland University; further, authorize the Board Chair to execute any required agreements on behalf of Oakland County; further, amend the FY 2025 budget as detailed in the attached Schedule A-Budget Amendment. ITEM CATEGORY SPONSORED BY Interlocal Agreement Yolanda Smith Charles INTRODUCTION AND BACKGROUND Oakland County Economic Development actively supports small businesses by providing critical resources and services that help local companies thrive, grow, and contribute positively to the community and economy. Small businesses often struggle to efficiently identify and access resources appropriate to their unique stage of growth and specific operational needs. The Resource Matcher Program (final name pending) is proposed to rapidly connect small businesses in Oakland County to targeted, growth-focused resources, services, and programs. By identifying and matching specific small business needs with available local, state, and federal resources, the program aims to reduce barriers to business growth, increase resource utilization efficiency, and amplify economic outcomes for participating businesses and the broader community. The Resource Matcher Program will feature an intuitive online platform enabling businesses to quickly self-assess, identify, and access personalized resources. Additionally, dedicated staff support will enhance the accuracy of resource matching and facilitate smooth connections between businesses and resource providers. The result is expected to yield measurable improvements in small business sustainability, growth, and economic impact throughout Oakland County. Implementation of the Resource Matcher Program will leverage proven digital platforms and staff expertise, ensuring robust, secure, and user-friendly services for local businesses. POLICY ANALYSIS Oakland University is tasked with creating an inventory of all business support programs (public and private) available to our Oakland County clients, as well as establishing a method for keeping it current and utilizing AI for smart matching. The proposal details the creation of a modern platform using Large Language Models (LLMs) to improve how county and state agencies manage and access economic development resources. The goal is to provide staff with an intuitive, AI-powered tool that consolidates information about programs, incentives, and resources, enabling them to better support local communities and businesses. Key objectives include simplifying access to data, automating processes for greater efficiency, and ensuring the platform remains sustainable and adaptable to policy changes. This collaborative project will include the support costs for two PhD students and one Professor from the Oakland University Department of Computer Science and Engineering. During the summer months, each PhD student can work up to 40 hours per week and will be compensated. The initial implementation and first-year operating costs for the Resource Matcher Program are projected at $114,077 and would be transferred from General Fund Non-Departmental Transfers (9090101) Technology Projects-One Time (760180) to the Information Technology Fund (#63600). Ongoing annual operational expenses for the Resource Matcher Program will be incorporated into subsequent budget cycles. As the Economic Development Department will be the primary users, these expenses will most likely be incorporated into their budget. Ongoing maintenance costs after initial development are TBD due to the higher number of unknown variables. Oakland County will own the platform when complete. FISCAL IMPACT: Budget Amendment Attached Committee members can contact Barbara Winter, Policy and Fiscal Analysis Supervisor at 248.821.3065 or winterb@oakgov.com or the department contact persons listed for additional information. CONTACT Dustin Frigy, Manager Internal & External Affairs Dom Holmes, Director Economic Development ITEM REVIEW TRACKING Aaron Snover, Board of Commissioners Created/Initiated - 5/23/2025 AGENDA DEADLINE: 05/08/2025 4:30 PM ATTACHMENTS 1. OU Resource Matcher Schedule A-Budget Amendment 2. Proposal Empowering Economic Growth 2025 v1 3. Overview Presentation for RM BoC Finance Committee 5-12-25 COMMITTEE TRACKING 2025-05-14 Economic Development & Infrastructure - Forward to Finance 2025-05-14 Finance - Recommend to Board 2025-05-22 Full Board - Adopt Motioned by: Commissioner Angela Powell Seconded by: Commissioner Christine Long Yes: Charles Cavell, Ann Erickson Gault, Marcia Gershenson, Robert Hoffman, Brendan Johnson, Karen Joliat, Christine Long, Penny Luebs, Gwen Markham, Kristen Nelson, Angela Powell, Yolanda Smith Charles, Michael Spisz, Linnie Taylor, Philip Weipert, David Woodward (16) No: None (0) Abstain: None (0) Absent: Michael Gingell, Robert Smiley (2) Passed Oakland County, Michigan Economic Development - Oakland University Resource Matcher Schedule "A" DETAIL R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2025 Amendment E General Fund Non-Departmental Operations FND10100 CCN9090101 SC760180 PRG196030 760000 Technology Projects-One Time $(114,077.00) E General Fund Non-Departmental Operations FND10100 CCN9010101 SC788001 PRG196030 BFA63600 788001 Transfers Out– IT Fund $114,077.00 Total Expenditures $- R Information Technology Fund IT Administration FND63600 CCN1080101 RC695500 PRG152000 BFA10100 695500 Transfer In - Gen Fund $114,077.00 Total Revenue $114,077.00 E Information Technology IT Application Services FND63600 CCN1080201 SC731458 PRG152000 730000 Professional Services $114,077.00 Total Expenditures $114,077.00 Department of Computer Science and Engineering 546 Engineering Center I 115 Library Drive, Rochester, Michigan 48309-4479 (248) 370-2200 I Fax: (248) 370-4625 School of Engineering and Computer Science Proposal Title: Empowering Economic Growth: A Smart Platform for Managing State and County Development Opportunities To: Dom Holmes, Oakland County From: Guangzhi (Mark) Qu, Oakland University Project Overview: This proposal outlines the development of a state-of-the-art platform leveraging Large Language Models (LLMs) to streamline the management and access to economic development opportunities at the county and state levels. The platform will serve as a powerful, user-friendly tool for staff members, allowing them to easily search and obtain information about programs, resources, and incentives currently offered by state, county, and local agencies for communities and businesses. By integrating cutting-edge AI technology, the platform will ensure that government personnel can efficiently support local businesses, promote economic growth, and respond to the needs of their communities with real-time, actionable insights. Objectives: 1. To develop a comprehensive platform that consolidates all state, county, and local economic development programs, incentives, and resources into a single, easily navigable interface. 2. To empower staff by providing a simple, intuitive tool that minimizes the complexity of searching for and managing resources, making it easier to connect communities and businesses with available opportunities. 3. To enhance the efficiency of economic development teams through automated data processing and recommendations, freeing up valuable time for more strategic decision- making. 4. To ensure sustainability with a solution that is easy to maintain and update, adapting to changes in programs and policies. Scope of Work: Phase 1: Research and Needs Assessment Department of Computer Science and Engineering 546 Engineering Center I 115 Library Drive, Rochester, Michigan 48309-4479 (248) 370-2200 I Fax: (248) 370-4625 • Duration: 4 weeks • Activities: o Conduct interviews and workshops with county and state economic development staff to identify pain points, current workflows, and the types of information most frequently sought. o Collect data on existing programs, resources, and incentives available at the state, county, and local levels. o Analyze the technological infrastructure available at target locations to ensure compatibility and scalability. Phase 2: Platform Design and Architecture • Duration: 6 weeks • Activities: o Define technical requirements and platform specifications, including user interface design and backend architecture. o Create detailed wireframes and mockups for the platform, ensuring a clean and intuitive layout. o Design a secure, scalable system that can integrate with government databases and other relevant external sources of data. Phase 3: Integration of Large Language Model (LLM) and Development • Duration: 8 weeks • Activities: o Integrate a Large Language Model to assist in advanced data processing, including natural language querying, document extraction, and automated suggestions for available programs. o Implement powerful search and filter capabilities, allowing users to quickly find resources tailored to specific needs. o Develop AI-driven tools that will automatically update program information, ensuring that the platform always reflects current opportunities. Phase 4: Testing, Training, and Feedback Loop • Duration: 6 weeks • Activities: o Conduct rigorous testing to ensure the platform works seamlessly and delivers accurate, relevant results. o Provide training sessions for staff members to ensure they can use the platform effectively. o Collect feedback and refine features based on real-world user experience. Phase 5: Launch and Maintenance • Duration: Ongoing • Activities: o Officially launch the platform to county and state economic development teams. Department of Computer Science and Engineering 546 Engineering Center I 115 Library Drive, Rochester, Michigan 48309-4479 (248) 370-2200 I Fax: (248) 370-4625 o Provide ongoing technical support, regular updates, and feature enhancements based on user feedback and evolving program details. Deliverables: 1. A fully functional platform that aggregates all state, county, and local economic development programs and incentives. 2. An intuitive, easy-to-use interface that empowers staff to quickly find relevant resources and programs. 3. Integration of AI-driven insights, recommendations, and natural language search capabilities. 4. A comprehensive user guide and training materials for platform adoption. 5. Ongoing support and maintenance to ensure the platform remains up-to-date with current opportunities. Communication and Coordination: Main contacts: • Oakland County: Dom Holmes (holmesd@oakgov.com) • Oakland University: Guangzhi (Mark) Qu (gqu@oakland.edu) Budget The parties anticipate that one Professor and two PhD students will collaborate on the project. Business Resource Matching Presented by: Dom Holmes Economic Development Director Oakland County Economic Development HIGHLIGHTS: RESOURCELINK 1.Inventory of all available small business resources and support programs. 2.Rapidly connect Oakland County small businesses to critical growth resources. 3.Boost local economic growth and community impact by leveraging AI. FUNDING & TIMELINE •Total Project Cost: $114,077 •(initial implementation & first-year operation, nominal recurring maintenance costs, licensing opportunities) •Timeline: Project kickoff in June 2025 •Fully operational by Q1 2026. Business Resource Matching Presented by: Dom Holmes Economic Development Director Oakland County Economic Development