HomeMy WebLinkAboutResolutions - 2009.09.24 - 9988MISCELLANEOUS RESOLUTION #09228 September 24, 2009
BY: Planning & Building Committee. John Scott. 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 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 small businesses; and
WHEREAS the Michigan Small Business & 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 11c:1 d tic.nig presence in Wayne and Monroe Counties due to
strong ongoing local collaborations with Schoolcraft College, TechTown and the Monroe County Industrial
Development Corp but no longer has a formal collaboration in Oakland County since the expiration of its
MOU with Walsh College (in June 2006): and
WHEREAS the Oakland County Business Center has had an ongoing informal relationship with the Ml-
SBTDC in which the MI-SBTDC has provided trainers to conduct small business workshops and business
consultants to counsel Oakland County small busiresses 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-T equivalents) whose expansion is restricted by the current
Oakland County hiring freeze; and
WHEREAS a Memorandum of Understanding (MOU) has been dratted (as attached) by the Michigan
Small Business & Technology Development Center (MI-SBTDC) to reflect this collaborative opportunity;
and
WHEREAS the Oakland County Business Center will provide a workspace for the part-time MI-SBTDC
consultant and private couns&ing 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 atneptabliiiLdiel part-time business consultant for
at least 16 hours oar week; and
WHEREAS the Oakland County Business Center will schedule appointments with qualified clients for
normal MI-SBTDC consulting services: and
WHEREAS the MI-SBTDC will provide mutually acceptable training professionals for all Oakland County
Business Center training programs tnat are assigned to the Ml-SBTDC Regional Office; and
WHEREAS tne 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 Ml-
SBTDC: and
WHEREAS the MOU has been reviewed and approved by Corporation Counsel; and
WHEREAS this MOU will constitute a partnership that eliminates duplication of effort between the
Oakland County Business Center and tne MI-SBTDC, providing services to Oakland County valued at
575.000.
NOW THEREFORE BE IT RESOLVED that the Board Chairperson is auth. .- ed to execute the MOU ati
with the MI-SBTDC cn behalf of Oakland County. and hereby accepts an' • es OakIan" aunty to the
& BUILD' CI MMITTEE
PLANNING & BUILDING COMMITTEE VOTE;
Motion carried unanimously on a roll call vote with Runestad absent.
MIS
MICHIGAN
SMALL BUSINESS
TECHNOLOGY Li,
DEVELOPMENT CENTER .'
Regional Centers
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
kmollImsimes holiminiptrotal
MICH I IAN
EL:UMW...VC TErELOPMENT C;P:m09A7ICIN
EMU IvIr-SBTDCTm 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
www.mislotdc.orgiregion9
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 tc
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:
1. 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
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 professionai
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 Web Based Information Portal
5. Include Oakland County Business Center activities in all appropriate Ml-SBTDC
marketing and press activity including:
• MI-SBTDC website
• Press releases
• Annual report
• Brochures
• Business cards
• SBA Success Stories
• SBA webs ite
C. Oakland County 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 Tv1I-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 sianage on-site and logo display with SBA partnership mention on
marketing communications and acknowledge Eastern Michigan University as Ml-
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 M1-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 Ml-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; OPvlB 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.
Eastern Michigan University
Mi-SBTDC Region Office
300 W. Michigan, Suite 306
Ypsilanti, MT 48197
Richard King
Regional Director
) 9/ q Date: L; ,
girzio, Date:
This agreement will incur an initial probationary period of three months which shall begin on the
effective date of the signed contract 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.
„
Brian Anderson
Director, Office of Research Development
Oakland County
Economic Development and Community Affairs
2100 Pontiac Lake Rd., Dept. 412
Waterford, Michigan, USA, 48328-0412
X 77 (41.1.-Aa..k_AL
Maureen Krauss
Director, Economic Development & Community
Affairs
Date: ef.-
X
Bill Bullard Jr.
Chairman, Oakland County Board of
Commissioners
Date:
Lola Afe
Senior Business Development
Representative/Business Consultant
Date: I it/DC1
Attachment A
:pBTDC and EDC Services: Comparison and Differentiation
_
Assistance Related SUTDC Referral to SBTDC EDC REFERRAL Scope of SBTDC Service Provided To Other Provider
Business plan tools
and _guidance x Education, tools, counsel, review, feedback
Business purchase Analysis, education, referral Private sector
Business sale/exit
_ strategy x x Analysis, education, referral Private sector
Financial analysis _ x x Education, tools, counsel, review, feedback Private sector
Financing, SBA x x x Education, tools, counsel, review, feedback Private sector Loans
Franchise business
purchase x x Checklist, business plan assistance Private sector
considerations
Government
bid/contract x x Education "101" PTAC procurement
assistance — Intellectual property; x Technology Consulting Team Service patents
Inventions x Education, tools, counsel, review, feedback Inventor Councils _
Education, tools, counsel, review,
Management tools x feedback: SBTDC Management Tools
- (HQ)
Marketing plan tools x Education, tools, counsel, review, feedback and guidance
Guider'Ce-in how-to's plus specific reports: Market research x Analysis of Industry, customer, community, assistance site ring, _
x Operations x x Education, tools, counsel, review, feedback MMTC
Rehabilitation
(Michigan Rehab x x Education, tools, counsel, review, feedback MRS
client services)
Attachment A
SBTDC and EDC Services: Comparison and Differentiation
Assistance Related r SBTDC Referral to SBTDC EDC REFERRAL Scope of SBTDC Service Provided To Other Provider _
Strategic assessment Advise and direct to select management
and planning x tools: SNA, Fiscal Fitness, PeerSpectives,
Strategy Matrix, NxLevel, FasTrac
Technology
commercialization x Technology Consulting Team Service
Additional
Scheduled Workshops: Startup, biz resources:
planning, loans/financing, marketing, Community and Training x x x specialty business operations or educational
management topics partners, private
sector
Brownfield
redevelopment x x Referral to appropriate agency City Municipality
Business incubator x Referral to appropriate agency Local Incubator/ Accelerator
Community
development block x x Referral to appropriate agency Local EDC/MEDC
grants (CDBG)
Exporting x Referral to appropriate agency Export Assistance CenterNAGTC
Industrial
Development
Revenue Bonds x x Referral to appropriate agency EDC/MEDC
(IDRB)
Infrastructure
development x x Referral to appropriate agency -__
PA 146 Property x x Referral to appropriate agency Local EDC/MEDC rehabilitation
PA 198 In—clusirial— 1
Property Tax x x Referral to appropriate agency Local EDC/MEDC
Abatement
2
EDC SBTDC REFERRAL Scope of SBTDC Service Provided Assistance Related
To
SBTDC Referral to
Other Provider
Referral to appropriate agency
Referral to appropriate agency
X
-
X
X
Referral to appropriate agency
Referral to appropriate agency
Referral to appropriate agency
PA 328 Personal
Property Tax
Abatement
Site location and/or
development
assistance
Tax Incentive: MEGA
Tax Incentive: City
lax Incentive: Ag,
Tech, Other
Workforce
development
City Municipality
Local EDC/MEDC
Local EDC/MEDC
Local
CDC/Municipality
As Appropriate
Michigan Works! Or
other community/
educational
partners
Referral to appropriate agency
Attachment A
SBTDC and EDC Services: Comparison and Differentiation
Resolution #09228 September 24, 2009
The Chairperson referred the resolution to the Finance Committee. There were no objections.