HomeMy WebLinkAboutAgenda - 09-07-1999 - 8eORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda
Item No. g..e
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 7, 1999
SUBJECT: 1999-2000 Small Business and Technology Development Center (SBTDC) Contract
DEPARTMENT: Economic Development Commission PUBLIC HEARING: (Y/N) _No
ATTACHMENT(S):
SBTDC Contract
Quarterly Reports from SBTDC
INFORMATION CONTACT:
Dianne Reid
TELEPHONE NUMBERS: - -ext.
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 227-2031
PURPOSE:
The purpose of this contract is to continue support of small business development as stated in the
Economic Development Strategic Plan as adopted May 14, 1996.
BACKGROUND:
The Orange County Economic Development Commission Strategic Plan focuses on assistance to
small business. The Small Business and Technology Center (SBTDC) provides significant services
to local businesses. The commitment is for $10,000 to be paid in two installments of $5,000 each.
The first is to be paid on or about November 15, 1999, and the second on or about April 15, 2000.
This is a continuation of the contract Orange County has had with SBTDC since 1990.
During 1998, over two hundred-twenty Orange County businesses and prospective businesses
received business counseling from the Small Business and Technology Development Center
(SBTDC) regional office in Chapel Hill. Each year, the Orange County Board of Commissioners
provides $10,000 support for this office through the Economic Development Commission's budget.
Orange County business owners receiving assistance included residents of Carrboro, Cedar Grove,
Efland, Hillsborough, Mebane and Rougement, as well as residents of Chapel Hill. The number of
counseling hours spent with Orange County businesses totaled almost 1,200, and included advice on
business start-up, sources of capital, marketing and sales, financial analysis/cost control,
technology, inventory control, and international trade.
In the final two quarters of 1998, the regional SBTDC assisted small business clients in obtaining
more than $1.5 million in financing. The work of the SBTDC office staff during the year resulted
in the creation and/or retention of 132 jobs, about half of which were in Orange County.
Additionally, in 1999-2000, the SBTDC will provide technical assistance, business plan and loan
package preparation assistance to businesses and individuals preparing to apply for financing from
the Orange County Small Business Loan Pool.
2
FINANCIAL IMPACT:
As part of its annual budget, the EDC has been granted $10,000 for professional contract services
for this contract. In addition, the assistance provided to small businesses in Orange County by the
SBTDC increases their number, thereby increasing the amount of revenue such business can
generate.
RECOMMENDATON(S):
The Manager recommends that the Board approve and execute the contract.
NORTH CAROLINA
ORANGE COUNTY
THIS AGREEMENT, made and entered into the day of ,
by and between Orange County, North Carolina, 200 S. Cameron Street, Hillsborough,
North Carolina, hereinafter referred to as "County" and the University of North Carolina at
Chapel Hill for and on behalf of its Small Business and Technology Development Center,
333 Fayetteville Street Mall, Suite 1150, Raleigh, North Carolina 27601-1742, hereinafter
referred to as the "SBTDC".
WITNESSETH:
WHEREAS, the on-going work of the Orange County SBTDC is consistent with
the Orange County Economic Development Strategic Plan; and
WHEREAS, the work of the Orange County SBTDC, the development of more
comprehensive small business information, and a public awareness and educational
program on the services available to small business, is an integral part of meeting the
objectives specified in the Orange County Economic Development Strategic Plan; and
WHEREAS, the Orange County Economic Development Commission, hereinafter
referred to as the EDC, has endorsed the Orange County SBTDC concept, and has
encouraged the County's support, financial and otherwise; and
WHEREAS, the EDC is an agency of the County; and
WHEREAS, economic development is an important public purpose which can be
aided by contributions of Orange County funds; and
WHEREAS, Orange County supports the Economic Development Strategic Plan,
and public-private initiatives to implement the Plan.
Now, therefore, in consideration of the above and the mutual covenants and
considerations hereinafter set forth, the County and the SBTDC agree as follows:
First, in consideration of the EDC's on-going support, the SBTDC will maintain a
regional office in Orange County. This will consist, at minimum, of the presence of three
professional staff members in the County.
Second, the SBTDC will make its general business consulting services and more
specialized services and counseling in the areas of international trade, technology
development, and government procurement (including Pro-Bid) available to small firms
and would-be entrepreneurs throughout the County. Where appropriate SBTDC will work
with specific clients referred by the EDC.
Third, one or more resources libraries will be maintained in the County and hand-
out materials will be available. The SBTDC also will provide access to specialized
4
software such as FISCAL-a loan package evaluation and spreadsheet program-and
other business start-up and assistance resources at no charge to the businesses.
Fourth, the SBTDC will continue to develop and offer with the EDC and other
sponsors a variety of training programs both for small business firms and for those who
serve small businesses (such as bankers). These will be scheduled bi-annually throughout
the term of this agreement. A specific focus during the term of this contract shall be
assistance to female and minority owned businesses.
Fifth, the SBTDC will work actively to increase public awareness of and access to
its services throughout the County. A visitation effort will be conducted to acquaint
Orange County's employers with services that can assist them with expansion. Efforts
will be made to fully involve other agencies and resources such as Chambers of
Commerce, SCORE, the local community college, Goodwork, Self Help, and local
professional and civic groups.
Sixth, the SBTDC will provide technical assistance, business plan and loan
package preparation assistance to businesses and individuals preparing to apply for
financing from the Orange County Small Business Loan Pool.
Seventh, the SBTDC will provide the EDC with a written report within 30 days of
the close of each quarter. This will detail the program and service activities of the SBTDC
in Orange County for the quarter. The SBTDC also will provide a report of client
evaluations of services each quarter.
Eighth, the SBTDC will make its best good faith effort to continue and/or expand
the level of service in Orange County proposed under this agreement beyond the terms of
this agreement.
Ninth, in return for the foregoing, the County will pay the SBTDC $10,000 in two
$5,000 installments. The first such installment shall be paid on or about November 15,
1999, and the final payment will be paid on or about April 15, 2000.
Tenth, the EDC will actively support and promote the programs and services of the
SBTDC within Orange County.
Eleventh, the Director of the EDC will become a member of the SBTDC state-
wide Advisory Board, as long as this agreement is in effect.
Twelfth, the term of this agreement will be 1 year beginning July 1, 1999 and
ending June 30, 2000.
Thirteenth, this agreement maybe terminated at any time upon the mutual consent
of the parties or upon 90 days advance written notice by either party.
Fourteenth, the SBTDC authorizes inspection by the Orange County Finance
Director or his designee of so much of the books and records of the SBTDC which
document receipt and expenditure of County funds. The books and records of the SBTDC
shall be made available to the County Finance Director or his designee upon reasonable
notice.
Fifteenth, in the event that the SBTDC ceases to function or ceases to provide the
services described herein without a County approved written assignment or release by
County of its responsibilities, this agreement will, as to the SBTDC, terminate and the
SBTDC will return any moneys paid the SBTDC pursuant to this agreement.
IN WITNESS WHEREOF, Orange County has caused this Agreement to be signed in its
name by its County Manager, attested by the clerk to the Board of Commissioners, and
sealed with its corporate seal, and the University of North Carolina at Chapel Hill acting
for and on behalf of its Small Business and Technology Development Center has caused
this Agreement to be signed in its name by its Director, Office of Research Services, and
all authority duly given, the day and year first above written.
ORANGE COUNTY
ATTEST:
Clerk to the Orange County
Board of Commissioners
By:
John M. Link
County Manager [OFFICIAL SEAL]
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
By:
Robert P. Lowman,
Director Office of Research Services
NORTH CAROLINA
ORANGE COUNTY
I, ,Notary Public for said County and State, certify that
Beverly A. Blythe personally came before me this day and acknowledged that she is Clerk
to the Board of Commissioners of Orange County, and that by authority duly given and as
the act of Orange County, the foregoing instrument was signed in its name by John M.
Link, Jr., Orange County Manager, sealed with its official seal, and attested by herself as its
Clerk.
Witness my hand and official seal, this the day of , 1999.
Notary Public
My commission expires:
North Carolina
Orange County
I, , a Notary Public for said County
and State, do hereby certify that Robert P. Lowman personally appeared before me this day
and acknowledged that he is the Director of the Office of Research Services, University of
North Carolina at Chapel Hill, and that by authority duly given and as the act of the
University of North Carolina at Chapel Hill, the foregoing instrument was signed in its
name by him.
Witness my hand and official seal, this the day of , 1999.
Notary Public
My commission expires:
. ~~_- - Counseling Activity by County
..~;. ,~{
Report Period: l/1/98 to 12/31/98 page 1 of 1
CognTrack v.0.9.5.3 Produced: 1 Q-Aug-99
Location Code: -North Carolina Office: Central Carolina/Chapel Hill
SBDC County: Clients: Contact Prep Travel Total
Code Hours: Hours: Hours: Hours:
%RurallUrbanlTotal %RurallUrbanTotal
?eport Totals 90% 110% 1559 1784.25 2407.00 326.25 92% / 8% 14517.5
48110 90% / 10% 1559 1784.25 2407.00 326.25 92% 18% 14517.5
Alamance 21 87 52.75 21.25 161
Buncombe 1 2.75 0.75 0 3.5
Chatham 43 107.5 72.25 10.75 190.5
Cleveland 1 1 0.75 0 1.75
Durham 216 716.25 1019.5 120.25 1856
Granville 3 5.25 1.75 0.25 7.25
Guilford 2 9 27 2 38
Henderson 1 4.75 3.75 0.5 9
Johnston 1 3.5 0.75 0.25 4.5
Lee 5 11.75 8.75 3 23.5
Mecklenburg 1 2 1.75 0 3.75
Moore 1 1.5 0 0 1.5
Orange 221 613.75 513.75 59.75 1187.25
Out-Of-State 7 75.25 351 13.5 439.75
Person 1 2 0 0 2
Rockingham 2 62 285.75 81.75 429.5
Wake 32 79 66.75 13 158.75
8
{~ Geographical Client Report
;~ ~~;
Report Period: l/1/98 to 12/31/98 page 1 of 3
CogniTrack v.0.9.5.3 Produced: 10-Aug-99
Location Code: -North Carolina Office: Central Carolina/Chapel Hill
Location SBDC # of County
Code Code County State City Clients Total
0460 559
48110 559
------------------------------------------ --------------------------------- -----------------
ALAMANCE 21
NC Burlington 4
NC Graham 5
NC Greensboro 1
NC Haw River 1
NC Hillsborough 1
NC Mebane 7
NC Saxapahaw 2
` BUNCOMBE 1
NC Asheville 1
CHATHAM 43
NC Apex 4
NC Chapel Hill 14
NC Gulf 1
NC Pittsboro 19
NC Siler City 5
CLEVELAND 1
NC Shelby 1
~ DURHAM 216 ~
NC Bahama 3
NC Chapel Hill 6
NC Durham 195
NC Morrisville 1
NC Research Triangle 10
NC Roxboro 1
~ GRANVILLE 3 ~
NC Creedmoore 2
NC Franklinton 1
GUILFORD 2
1
. ~~ Geographical Client Report
r:... ~-~
Report Period: 1/1/98 to 12/31/98 page 2 of 3
Cogn7rack v.0.9.5.3 Produced: 10 Aug-99
Location Code: -North Carolina Office: Central Carolina/Chapel Hill
Location SBDC # of County
Code Code County State City Clients Total
NC Greensboro 2
HENDERSON 1
NC Hendersonville 1
JOHNSTON 1
NC Clayton 1
LEE 5
NC Sanford 5
MECKLENBURG 1
NC Charlotte 1
MOORE 1
NC Pinehurst 1
ORANGE 221
NC Carrboro 26
NC Cedar Grove 2
NC Chapel Hill 134
NC Durham 7
NC Efland 6
NC FPO AE 1
NC Hillsborough 37
NC Hurdle Mills 2
NC Mebane 3
NC Rougemont 3
OUT-OF-STATE 7
IL Aurora 1
ID Boise 1
MD Fort Washington 1
CT Greenwich 1
CA Hollywood 1
NC New York 1
GA St. Simons Island 1
PERSON 1
2
9
10
-~ . - Geographical Client Report
-_~ .~..
Report Period: 1/1/98 to 12/31/98 page 3 of 3
CognTrack v.0.9.5.3 Produced: 10-Aug-99
Location Code: -North Carolina Office: Central Carolina/Chapel Hill
Location SBDC # of County
Code Code County State City Clients Total
NC Roxboro 1
I ROCKINGHAM 2 1
NC Eden 1
NC Stoneville 1
WAKE 32
NC Apex 2
NC Cary 4
NC Durham 1
NC Raleigh 23
NC Wake Forest 2
3
11
}~.:
,
District Area Summary
.
~
Report Period: 1/1/98 to 12/31/98 page 1 of 1
CognTrack v.0.9.5.3 Produced: 1 aAug-99
Location Code: -North Carolina Office: Central Carolina/Chapel Hill
District Counseling Area Total Hours:
k ... F` : ~rt:^ i4~~ ^i~i'F "}'^ ~Yi~ll 'ayy.F~{2~. ~ f) ~ ~4'!!~ ~ h Ti~ ~ ~ ~:~
ReportiTota`i ~~~,~.» . , ~~. ~~ ~`{y'y~~..~ ~ ~ -~.. ~~~~,45~7 5 x' k4~ k ~" ~
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I by ~1 tt~M.. ~'C1 ~~ ~~~1 (I~ T+F 'k n .f.+4'K i.~ ~ S.a; :' i {~t~ }_ #~ yk, ~ :.7
. ^t'N- a5 ~'' ~D F ik ~ 1~
< t {~i4 '~Y •1 .T' FI~ i `fS ~ ~~7r~0
~j
, f
Business Start-up 1048.00
Sources of Capital 481.25
MarketinglSales 924.25
Government Procurement 8.75
Accounting and Records 66.50
Fin. Analysis/Cost Control 461.00
Inventory Control 234.50
Engineering, R&D 18.25
PersonnellHuman Resources 117.00
Computer SystemslOffice Tech 2.50
International Trade 127.75
Business LiquidlAcquis. 114.75
Technology 913.00
9- ~- 9~
NORTH CAROLINA
ORANGE COUNTY
THIS AGREEMENT, made and entered into the ~ day of /99~
by and between Orange County, North Carolina, 200 S. Cameron Street, Hillsborough,
North Carolina, hereinafter referred to as "County" and the University of North Carolina at
Chapel Hill for and on behalf of its Small Business and Technology Development Center,
333 Fayetteville Street Mall, Suite 1150, Raleigh, North Carolina 27601-1742, hereinafter
referred to as the "SBTDC".
WITNESSETH:
WHEREAS, the on-going work of the Orange County SBTDC is consistent with
the Orange County Economic Development Strategic Plan; and
WHEREAS, the work of the Orange County SBTDC, the development of more
comprehensive small business information, and a public awareness and educational
program on the services available to small business, is an integral part of meeting the
objectives specified in the Orange County Economic Development Strategic Plan; and
WHEREAS, the Orange County Economic Development Commission, hereinafter
referred to as the EDC, has endorsed the Orange County SBTDC concept, and has
encouraged the County's support, financial and otherwise; and
WHEREAS, the EDC is an agency of the County; and
WHEREAS, economic development is an important public purpose which can be
aided by contributions of Orange County funds; and
WHEREAS, Orange County supports the Economic Development Strategic Plan,
and public-private initiatives to implement the Plan.
Now, therefore, in consideration of the above and the mutual covenants and
considerations hereinafter set forth, the County and the SBTDC agree as follows:
First, in consideration of the EDC's on-going support, the SBTDC will maintain a
regional office in Orange County. This will consist, at minimum, of the presence of three
professional staff members in the County.
Second, the SBTDC will make its general business consulting services and more
specialized services and counseling in the areas of international trade, technology
development, and government procurement (including Pro-Bid) available to small firms
end would-be entrepreneurs throughout the County. Where appropriate SBTDC will work
with specific clients referred by the EDC.
Third, one or more resources libraries will be maintained in the County and hand-
out materials will be available. The SBTDC also will provide access to specialized
software such asFISCAL-a loan package evaluation and spreadsheet program-and
other business start-up and assistance resources at no charge to the businesses.
Fourth, the SBTDC will continue to develop and offer with the EDC and other
sponsors a variety of training programs both for small business firms and for those who
serve small businesses (such as bankers). These will be scheduled bi-annualIy throughout
the term of this agreement. A specific focus during the term of this contract shall be
assistance to female and minority owned businesses.
Fifth, the SBTDC will work actively to increase public awareness of and access to
its services throughout the County. A visitation effort will be conducted to acquaint
Orange County's employers with services that can assist them with expansion. Efforts
will be made to fully involve other agencies and resources such as Chambers of
Commerce, SCORE, the local community college, Goodwork, Self Help, and local
professional and civic groups.
Sixth, the_SBTDC will provide technical assistance, business plan and loan
package preparation assistance to businesses and individuals preparing to apply for
financing from the Orange County Small Business Loan Pool.
Seventh, the SBTDC will provide the EDC with a written report within 30 days of
the close of each quarter. This will detail the program and service activities of the SBTDC
in Orange County for the quarter. The SBTDC also will provide a report of client
evaluations of services each quarter.
Eighth, the SBTDC will make its best good faith effort to continue and/or expand
the level of service in Orange County proposed under this agreement beyond the terms of
this agreement.
Ninth, in return for the foregoing, the County will pay the SBTDC $10,000 in two
$5,000 installments. The first such installment shall be paid on or about November 15,
1999, and the final payment will be paid on or about April 15, 2000.
Tenth, the EDC will actively support and promote the programs and services of the
SBTDC within Orange County.
Eleventh, the Director of the EDC will become a member of the SBTDC state-
wide Advisory Board, as long as this agreement is in effect.
Twelfth, the term of this agreement will be 1 year beginning July 1, 1999 and
ending June 30, 2000.
Thirteenth, this agreement may be terminated at any time upon the mutual consent
of the parties or upon 90 days advance written notice by either party.
Fourteenth, the SBTDC authorizes inspection by the Orange County Finance
Director or his designee of so much of the books and records of the SBTDC which
document receipt and expenditure of County funds. The books and records of the SBTDC
shall be made available to the County Finance Director or his designee upon reasonable
notice.
Fi$eenth, in the event that the SBTDC ceases to function or ceases to provide the
services described herein without a County approved written assignment or release by
County of its responsibilities, this agreement will, as to the SBTDC, terminate and the
SBTDC will return any moneys paid the SBTDC pursuant to this agreement.
IN WITNESS WHEREOF, Orange County has caused this Agreement to be signed in its
name by its County Manager, attested by the clerk to the Board of Commissioners, and
sealed with -its corporate seal, and the University of North Carolina at Chapel Hill acting
for and on behalf of its Small Business and Technology Development Center has caused
this Agreement to be signed in its name by its Director, Office of Research Services, and
all authority duly given, the day and year first above written.
ORANGE COUNTY
By:
John ink
Coun Manager [OFFICIAL
ATTE
Clerk tot range County
Board of Commissioners
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B C~ a.~l
Robert P. Lowman,
Director Office of Researc Services
NORTH CAROLINA
ORANGE COUNTY
I, ~o ,r/~! otary Public for said County and State, certify that
Beverly A. Blyth personally came before me this day and acknowledged that she is Clerk
to the Board of Commissioners of Orange County, and that by authority duly given and as
the act of Orange County, the foregoing instrument was signed in its name by John M.
Link, Jr_, Orange County Manager, sealed with its official seal, and attested by herself as its
Clerk.
Witness my hand and official seal, this the ~ day of 1~~ ~, 1999_
Notary lic
My commission expires: /~ - /,3- ~~~~
North Carolina
County
q~-,...r,,,...,~............~...............f~
'~ OFFICIAL SEAL
'~q Notary Public - Norlh CarolUa
4 ORRsNGE COUNTY
EVELYN M. CECIL
My Commission Expires !/ •/ -.~ y
~GG~%"'
v ~'~,vL
I, ~~ , a Notary Public for my
and State, do hereby certify that R onally appeared before me this day
and acknowledged that he is the Director of the Office of Research Services, University of
North Carolina at Chapel Hill, and that by authority duly given and as the act of the
University of North Carolina at Chapel Hill, the foregoing instrument was signed in its
name by him.
Witness my hand and official seal, this the ~~ay of I~~i.`~,,,-~~~ 1999.
~~
Notary Public
My commission expires: `~ ~ ~ ~'l- 1 ~_~~