HomeMy WebLinkAboutResolutions - 2009.10.14 - 9912& BUILDING COMMITTEE
MISCELLANEOUS RESOLUTION #09228 September 24, 2009
BY: Planning & Building Committee, John Scott, Chairperson
IN RE: PLANNING AND ECONOMIC DEVELOPMENT SERVICES' DIVISION - MEMORANDUM OF
UNDERSTANDING (NIOU) BETWEEN OAKLAND COUNTY PLANNING AND ECONOMIC
DEVELOPMENT SERVICES AND THE MICHIGAN SMALL BUSINESS & TECHNOLOGY
DEVELOPMENT CENTER (MI-SBTDC) TO COOPERATE IN SUPPORT OF TRAINING AND
COUNSELING SERVICES
To the Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen:
WHEREAS the Oakland County Business Center is a department of the Oakland County Planning &
Economic Development Services Division and provides training, counseling and referral services to
Oakland County smail businesses; and
WHEREAS the Michigan Small Business 8, Technology Development Center (MI-SBTDC) is a partner
program of the U.S. Small Business Administration (SBA), providing technical assistance, market
research and one-on-one counseling to small companies, and
WHEREAS the MI-SBTDC Region 9 office located at Eastern Michigan University provides training,
counseling and research services to Wayne, Oakland and Monroe County small businesses in support of
the SBA's initiative; and
WHEREAS the MI-SBTDC Region 9 office has a strong presence in Wayne and Monroe Counties due to
strong ongoing [coal collaborations with Scrioo!craft College, TechTown and the Monroe County Industrial
Development Corp but no longei- has a format collaboration in Oakland County since the expiration of its
MOU with Walsh CoVege (in June 2006): and
WHEREAS the Oakland County Business Center has had an ongoing informal relationship with the MI-
SBTDC in which the MI-SBTDC has provided trainers to conduct small business workshops and business
consultants to counsel Oakland County small businesses at the Executive Office Building; and
WHEREAS heightened awareness of Oakland County Business Center services continues to place
heavy demands on its limited staff (2.5 F-7 eauivalents) whose expansion is restricted by the current
Oakland County hiring freeze:
WHEREAS a Memorandum of Understanding (MOU) has been drafted (as attached) by the Michigan
Small Business & Technology Deveiopment Center (MI-SBTDC) to reflect this collaborative opportunity;
and
WHEREAS the Oakland County Business Center wil provide a workspace for the part-time MI-SBTDC
consultant and private counseling space for the confidential counseling sessions that are scheduled to be
held at the Oakland County Business Center location; and
WHEREAS the MI-SBTDC will provide a mutually acceptable dedicated part-time business consultant for
at least 16 hours per week; and
WHEREAS the Oakland County Business Center will schedule appointments with qualified clients for
normal MI-SBTDC consulting services and
WHEREAS the Ml-SBTDC will provide mutually acceptable training professionals for all Oakland County
Business Center training programs that are assigned to tne MI-SBTDC Regional Office; and
WHEREAS the MI-SBTDC invites the Oakland County Business Center staff to participate in all
appropriate MI-SBTDC program development and professional development activities at no cost or at in-
network reduced cost: and
WHEREAS there will be no exchange of funds between the Oakland County Business Center and the MI-
SBTDC; and
WHEREAS tne MOU has been reviewed and approved by Corporation Counsel: and
WHEREAS this MOU wit constitute a partnership that eliminates duplication of effort between the
Oakland County Business Center am the MI-SBTDC, providing services to Oakland County valued at
$75000.
NOW THEREFORE BE IT RESOLVED that the Board Chairperson is aut .-led to execute the MOU
with the MI-SBTDC on behalf of Oakland County, and hereby accepts anybiOds Oaklanounty to the
roles and responsibilities of this MOL.
PLANNING & BUILDING COMMITTEE VOTE:
Motion carried unanimously on a roll call vote with Runestad absent.
MIS
MICHIGAN
SMALL BUSINESS
& TECHNOLOGY Lj,
DEVELOPMENT CENTER TM
Regional Centers
EMU Mr-S13TDCrm Regional Office
Eastern Michigan University
Center for Entrepreneurship
306 Gary M. Owen Building
300 West Michigan Ave.
Ypsilanti, MI 48197
Phone: 734,487.0355
Fax: 734.481.3354
wwwmishtde.orgiregion9
Escanaba
Traverse City
Alpena
Harrison/Mt. Pleasant
Saginaw
Flint
Grand Rapids
Lansing
Detroit
Mt. Clemens
Kalamazoo
Ypsilanti
EASTERN
MICHIGAN UNIVERSITY
Education First
In partnership with
the MI-SBTDC
ILL (ma Ilurinso. Adminatmoion
ECONOMIC DEVE,..O.LIEN- C.9..OPAT,ON
July 29, 2009
Ms. Maureen Krauss
Ms. Lola Are
Oakland County Economic Development and Community Affairs
County Service Center
2100 Pontiac Lake Rd., Dept. 412
Waterford, MI 48328
Re: Memorandum of Understanding
Dear Maureen and Lola:
This memo describes the proposed programmatic relationship between the
Michigan Small Business and Technology Development Center (MI-
SBTDC) Region office located at Eastern Michigan University (MI-
SBTDC Regional Office) and the Oakland County Economic Development
and Community Affairs Business Center (Oakland County Business
Center).
A. Background
The Oakland County Business Center provides Oakland County businesses
with a broad range of business development and county information
services. For the past several years, the MI-SBTDC Regional Office has
provided a growing complement of training services at the Oakland County
Business Center. During the past year, those training services have been
complemented by one-on-one counseling services by MI-SBTDC Regional
Office staff at the Oakland County Business Center site. To facilitate
enhanced business development services at the Oakland County Business
Center and to ensure seamless interaction with the MI-SBTDC Regional
Office, we have agreed to establish this memorandum of understanding to
describe our respective roles in this relationship.
What follows are the responsibilities that we each intend to complete
beginning on August 1, 2009.
Counseling • Training • Research
B. MI-SBTDC Responsibilities
The MI-SBTDC Regional Office agrees to:
I. Provide a mutually acceptable dedicated part-time business consultant for at least
16 hours per week. The MI-SBTDC Regional Office would cover employment
expenses for that consultant including mileage to off site locations according to
the expense rules of Eastern Michigan University. Mileage to the Oakland
County Executive Office would be the consultant's responsibility
2. Provide mutually acceptable training professionals for all Oakland County
Business Center training programs that are assigned to the MI-SBTDC Regional
Office.
3. Invite the Oakland County Business Center staff (Senior Business Development
Representative, Small Business Analyst and Business Consultant Assistant) to
participate in all appropriate MI-SBTDC program development and professional
development activities at no cost or at in-network reduced cost, including:
• National network meetings
• Statewide network meetings
• Region and Regional Cluster meetings
• Basic and advanced certification trainings
• Network professional development webinars
• Special professional development training for programs such as Fiscal Fitness.
Strategy Matrix. Strategic Needs Assessment, technology business
development, export planning, intake management and others.
4. Include the Oakland County Business Center staff in data collection and information
sharing vehicles utilized by the MI-SBTDC including:
• TGIF statewide weekly information e-mail distribution
• Center IC Client Record Database
• MI-SBTDC Wch Based Information Portal
5. Include Oakland County Business Center activities in all appropriate MI-SBTDC
marketing and press activity including:
• MI-SIITDC website
• Press releases
• Annual report
• Brochures
• Business cards
• SBA Success Stories
• SBA website
C. Oakland Count). Business Center Responsibilities
The Oakland County Business Center agrees to:
1. Provide a workspace for the part-time MI-SBTDC consultant and private counseling
space for the confidential counseling sessions that are scheduled to be held at the Oakland
County Business Center location. The workspace should include a telephone, computer
and office supplies for the consultant's use while on the business center site.
2. Assistance with scheduling appointments with qualified clients for normal MI-SBTDC
consulting services.
3. Adhere to SBA counseling guidelines pertaining to client confidentiality and consultant
conflict of interest restrictions.
4. Maintain proper documentation of program activity in the Center IC online database
system for those clients that the Oakland County Business Center wishes to track via MI-
SBTDC system. The MI-SBTDC consultant will track all of their activity in this
database.
5. Include MI-SBTDC signage on-site and logo display with SBA partnership mention on
marketing communications and acknowledge Eastern Michigan University as MI-
SBTDC Regional host in marketing communications, as appropriate,
6. Submit quarterly confirmation with proper documentation of cash expenditures that will
be recognized as cash contribution to the execution of the MI-SBTDC program. It is
understood that these tracked expenditures will be the staff time that is assigned to MI-
SBTDC program eligible activities. A summary of program eligible activities is included
in Attachment A.
7. Adhere to SBA rules on disability access and restrictions on lobbying.
D. Matching Funds
The Oakland County Business Center staff salaries can be included in MI -SBTDC.• Regional
office matching funds for purposes of the region's Small Business Administration grant for all
staff that carry out MI-SBTDC activities listed in Attachment A.
The Oakland County Business Center agrees to maintain documents showing matching funds and
to provide quarterly reports to the SBTDC Regional or State Office. In order to be counted as
match, expenditures must be for staff salaries or consultant fees and conform to generally
accepted accounting principles; OMB Circulars A-87, A-102, and Common Rule; and State MI-
SBTDC policy notices.
E. Special Terms
The MI-SBTDC receives funding from the Small Business Administration and this agreement is
subject to continued funding.
Richard King
Regional Director
Maureen Krauss
Director, Economic Development & Community
Affairs
/ Date Date:
X x_C
This agreement will incur an initial probationary period of three months which shall begin on the
effective date of the signed contact and shall end on the same date of the third month. During
the initial probationary period, both parties reserve the right to completely terminate the
Agreement upon notice to the other party.
This agreement will be automatically renewed on an annual basis beginning January 1 of each
year. Following the probationary period, both parties reserve the right to completely terminate
this Agreement upon one hundred twenty (120) days written notice to the other party.
All notices must be in writing and sent by U.S. mail or recognized overnight courier service.
If you are in agreement with the terms as outlined, please sign below and return to me at your
earliest convenience. Thank you for your support of the SBTDC network and we look forward to
working with you,
Eastern Michigan University
MI-SBTDC Region Office
300 W. Michigan, Suite 306
Ypsilanti, Ml 48197 ,
Oakland County
Economic Development and Community Affairs
2100 Pontiac Lake Rd., Dept. 412
Waterford, Michigan, USA, 48328-0412
Brian Anderson
Director, Office of Research Development
/ 12161
Bill Bullard Jr.
Chairman, Oakland County Board of
Commissioners
Date: Date:
At
Lola Ale
Senior Business Development
Representative/Business Consultant
Date: 18/1110 9
SEITDC EDC I REFERRAL
Mfg
SBTDC Referral to
Other Provider
MMTC
MRS
Private sector
PTAC
Attachment A
•SBTDC and EDC Services: Comparison and Differentiation
[— AsaIs tirTC-a-kaated
To
Business plan tools
and guidance
Business purchase
Business sale/exit
strategy -; - Financial analysis
Financing, SBA
'Loans
Franchise business
purchase
considerations
Government
bid/contract
procurement
assistance
Intellectual property;
patents
Inventions
Management tools
Marketing plan tools
and guidance
Market research
assistance
Operations
Rehabilitation
(Michigan Rehab
client servicesL
Scope of SBTDC Service Provided
Education, tools, counsel, review, feedback
Analysis, education, referral
Analysis, education, referral
Education, tools, counsel, review, feedback
Education, tools, counsel, review, feedback
Checklist, business plan assistance
Education "101"
Technology Consulting Team Service
Education, tools, counsel, review, feedback
Education, tools, counsel, review,
feedback: SBTDC Management Tools
(HQ)
Education, tools, counsel, review, feedback
Guidance in how-to's plus specific reports:
Analysis of Industry, customer, community,
site ring, B2B
Education, tools, counsel, review, feedback
Education, tools, counsel, review, feedback
Private sector
Private sector
Private sector
Private sector
Inventor Councils
Assistance Related--
To REFERRAL I Scope of SBTDC Service Provided SBTDC
Advise and direct to select management
tools: SNA, Fiscal Fitness, PeerSpectives,
Strategy Matrix, NxLevel, FasTrac
Technology Consulting -learn Service
Scheduled Workshops: Startup, biz
planning, loans/financing, marketing,
specialty business operations or
management topics
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
2
Strategic assessment
and planning
Brownfield
redevelopment
Business incubator
Community
development block
_grants (CDEig)
Exporting
Industrial
Development
develo ment
Revenue Bonds
Infrastructure
PA 146 Property
Abatement_
rehabilitation _
PA 198 Industrial
Property Tax
IDRB)
Technology
commercialization
Training
Attachment A
SBTDC and EDC Services: Comparison and Differentiation
SBTDC Referral tl•
Other Provider
Additional
resources:
Community and
educational
partners, private
sector
City Municipality
Local Incubator/
Accelerator
Local EDC/MEDC
'Export Assistance
Center/VAGTC
EDC/MEDC
Local EDC/MEDC
Local EDC/MEDC
SBTDC REFERRAL Scope of SBTDC Service Provided EDC
Referral to appropriate agency
I Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
Assistance Related
To
Local EDC/MEDC
Local EliC/MEDC
Local
EDC/Municipalit
As Appropriate
Attachment A
SBTDC and EDC Services: Corn arison and Differentiation
PA 328 Personal
Property Tax
Abatement
Site location and/or
development
assistance _
Tax Incentive: MEGA
Tax Incentive: City
Tax Incentive: Ag,
Tech, Other
Workforce
development
SBTDC Referral to
Other Provider
Michigan Works! Or
other community/
educational
artners
City Municipality
3
Resolution #09228 September 24, 2009
The Chairperson referred the resolution to the Finance Committee. There were no objections.
FISCAL NOTE (MR #09228) October 14. 2009
BY: FINANCE COMMITTEE, TOM MIDDLETON, CHAIRPERSON
IN RE: PLANNING AND ECONOMIC DEVELOPMENT SERVICES DIVISION —
MEMORANDUM OF UNDERSTANDING (MOU) BETWEEN OAKLAND COUNTY PLANNING
AND ECONOMIC DEVELOPMENT SERVICES AND THE MICHIGAN SMALL BUSINESS &
TECHNOLOGY DEVELOPMENT CENTER (MI-SBTDC) TO COOPERATE ON SUPPORT OF
TRAINING AND COUNSELING SERVICES
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Chairperson, Ladies and Gentlemen:
Pursuant to Rule XII-C of this Board, the Finance Committee has reviewed the above
referenced resolution and finds:
1. Resolution authorizes execution of a Memorandum of Understanding (MOU)
between the Oakland County Planning and Economic Development Services
Division and the Michigan Small business & Technology Development Center
(MI-SS-I-DC), whereby the MI-SBTDC will provide trainers to conduct small
business workshops and business consultants to counsel Oakland County small
businesses at no cost to the County.
2. The Oakland County Business Center will schedule appointments with qualified
clients and provide workspace for the workshops and confidential counseling
sessions.
3. No budget amendment is required.
NCE gOPAMITTEE
FINANCE COMMITTEE
Motion carried unanimously on a roll call vote.
Resolution #09228 October 14, 2009
Moved by Schwartz supported by Potter the resolutions (with fiscal notes attached) on the amended
Consent Agenda be adopted (with accompanying reports being accepted).
AYES: Bullard, Burns, Capello, Coleman. Coulter, Douglas. Gershenson, Gingell, Gosselin,
Greimel. Hatchett, Jackson, Jacobsen. Long, McGillivray, Middleton, Nash, Potter, Potts,
Runestad, Schwartz, Scott, Taub, Woodward, Zack. (25)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolutions (with fiscal notes attached) on the amended
Consent Agenda were adopted (with accompanying reports being accepted).
I HEREBY APPROVE THE FOREGOING RES11
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true
and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on October
14, 2009, with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at
Pontiac. Michigan this 14th day of October. 2009.
t
Ruth Johnson, County Clerk