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Oregon Solutions
Klamath IDEA Project
Inspire Development – Energize Acceleration
Declaration of Cooperation
June 25, 2014
Sponsored by:
Klamath County Development Corporation
Business Oregon, Regional Workforce Investment Board
Pacific Power and Oregon Solutions
Oregon Solutions Process: Oregon Solutions (O/S) is a program of the National Policy Consensus Center
at Portland State University. The mission of Oregon Solutions is to develop solutions to community
based problems that support sustainable objectives for the economy, the community and the
environment and are built through the collaborative efforts of citizens, businesses, government and
non‐profit organizations. The O/S approach integrates and makes efficient use of public and private
investments, elevates the visibility of the project and engages communities in creating solutions. The
process provides a neutral forum – a place where various interests and stakeholders can come together
as parties in a “Project Team,” in a manner that is more neutral than a meeting sponsored or hosted by
one of the parties at the table.
Purpose of Declaration of Cooperation: The Oregon Solutions process enables collaboration among the
Project Team members about which potential actions may be taken to cumulatively lead to successful
project outcomes, including identifying the specific actions or commitments of each signatory. This
collaborative work product is documented at the end of the O/S process in the “Declaration of
Cooperation,” which is a non‐binding implementation plan. The Declaration, or DoC, including the
stakeholder commitments, is considered to be a “living” document that may evolve and be amended to
represent changing situations often found during project development, until project completion or until
suspended by mutual agreement.
Description and Purpose of the Klamath IDEA Project: The Klamath IDEA (Inspire Development ‐
Energize Acceleration) will provide support and assistance to entrepreneurs for start‐up, business
expansion, product development and commercialization with the long term goal of sustainable job
creation in Klamath County; and, a Declaration of Cooperation that produces commitments and aligns
resources among the supporting private and public interests in order to initiate a healthy sustainable
program and support its growth to be realized.
The project team had their kick‐off meeting at on February 19th, 2014. A list of project team members
can be found in appendix A.
Vision for Klamath IDEA: The Klamath IDEA (Inspire Development – Energize Acceleration) is an
innovative project that will support the entrepreneurial spirit, particularly when it leads to new jobs and
enriches the community and its economy. The IDEA is meant to provide the starting point for a venture
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to grow, mature, and ultimately move on to become a successful member of the greater business
community.
Achieving the Vision: Achieving the vision will require commitments from multiple parties as outlined in
this document, as well as obtaining funding. These commitments and this Declaration of Cooperation
signify the substantial completion of the Oregon Solutions process. However, the success of the
Klamath IDEA project, will require an ongoing collaborative effort between the Klamath County
Chamber of Commerce, the South Central Oregon Economic Development District, the Klamath County
Development Corporation, the Klamath Community College Small Business Development Center, the
Klamath Tribes Small Business Development Specialist; and, the other supporting private and public
partners to coordinate ongoing commitments.
This Declaration of Cooperation, while not a binding legal contract, is evidence to and a statement of
the good faith and commitment of the undersigned parties. The undersigned parties to this Declaration
of Cooperation have, through a collaborative process, agreed and pledged their cooperation to the
following findings and actions:
City of Klamath Falls
The City of Klamath Falls is the county seat of Klamath County, Oregon. Klamath Falls is a city in
transition that welcomes new businesses, homes and people into the community. The City of Klamath
Falls provides essential services and infrastructure to promote the social and economic health of the
community.
The City of Klamath Falls is commits to:
• Actively participate in Klamath IDEA and other meetings as requested.
• Partner with private sector efforts to support business development.
• Continued participation in economic development and community interest‐groups.
• Consider participation in incentive programs to encourage entrepreneurial activities and job
growth.
• Support growth opportunities for existing and new businesses.
_________________________________ _____6/25/14___________
Represented by Nathan Cherpeski (City Mngr) Date
Klamath Community College
Klamath Community College provides accessible, quality education and services in response to the
diverse needs of the student, business and community. The College supports student success in
workforce training, academic transfer, foundational skills development, and community education. In
order to further this mission, Klamath Community College commits to:
Collaborate with Klamath IDEA to provide support and backing to entry level businesses and
entrepreneurs.
Re‐design technical degree programs so internships and practicums are required before
graduation. Including the requirement of Capstone projects.
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Assist in providing appropriate staff support as determined by Klamath IDEA project team
members.
Partner in applying for funding needed to complete the Klamath IDEA project.
______________________________ _________6/25/14____________
Dr. Roberto Gutierrez, President Date
The Klamath Community College Small Business Development Center (KCC SBDC)
The Klamath Community College Small Business Development Center seeks to encourage
entrepreneurial spirit, assist small business success and improve quality of life by providing Klamath and
Lake Counties with local access to quality training and one‐on‐one confidential advising for startup and
existing for‐profit small businesses. The Center collaborates with Local, State and Federal Agencies in
addition to local and regional councils and organizations, to provide entrepreneurs with access to
extensive resources that support business vitality.
As a supporter of the Klamath IDEA Project, the KCC SBDC commits to the following (with existing
resources):
Provide a representative to the Executive Committee
Promote the IDEA mission in the community and among SBDC clients
Maintain strategic connections with economic development partners
Provide business advising at existing level
Develop and deliver relevant business trainings such as Ready, Start, Run Your Business (for pre‐
venture entrepreneurs), Business Plan Workshops, and QuickBooks I & II
Live Plan business planning software and Start, Run, Grow online training donated by Palo Alto
Software
In coordination with SCOEDD, Oregon Tech, and Adam Burwell, participate in a feasibility study
on a local/regional tech shop or maker’s space by providing market research, advice, and other
resources as available
Recruit, train, and manage Business Advisors for the IDEA Project
Utilize the Oregon Small Business Development Center Network’s MIS system (CenterIC) to
provide and manage confidential counseling records, counseling and training evaluations and
validate impact data for the IDEA Project. Client success stories will be provided (with
appropriate participant release) to the IDEA strategic partners and Executive Committee
Create and maintain a Business Services Directory to be used by IDEA participants
Develop and deliver expanded business and entrepreneurial trainings such as: Understanding
Financials; Social Media for Business; Effective Use of Mobile Business Technology; RU Bankable;
Government Contracting Series; Business Boot Camp (for 1st or 2nd year businesses); Better,
Smarter, Richer (for Solo Entrepreneurs); and Small Business Management a ten month
counseling and training program for established businesses.
______________________________ _________6/25/14____________
Date
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The Klamath County Chamber of Commerce
The Klamath County Chamber of Commerce is a benevolent member and community benefit
organization dedicated to advancing the economic vitality and livability of Klamath County through
proactive, effective business leadership, education and promotion.
The goals of the Chamber are to:
Advance the economic vitality of Klamath County by attracting and recruiting new business, &
promote, retain and support existing business.
Advance the livability of Klamath County by improving the amenities and aesthetics of our
county & promoting a positive community self‐image.
As an integral supporter of the Klamath IDEA the Chamber will commit to:
Provide a representative to the Governing Board
Provide internal and external communications structures including but not limited to, allowing
the use of KlamathIDEA.com and KlamathIDEA.org as URL’s for the project, Base Camp for
internal communications, etc.
Support and facilitate outbound marketing to businesses, institutions, and the community
Manage the IDEA Coordinator position at the direction of the IDEA and Chamber Boards
Provide office support with reimbursement for hard costs
Administer IDEA operational funds and provide regular financial reporting to the IDEA Board
Develop and manage a county wide Business Resource Guide to be shared with IDEA
participants and economic development organizations
Coordinate legislative advocacy efforts on IDEA issues identified by the IDEA Board, such as,
Student loan support or forgiveness, availability of start‐up funding, regulations that hinder
innovation and business expansion, etc.
Recruit business advisors and coaches to support IDEA needs
Promote the IDEA mission in the community and among the Chamber membership
Direct interested parties to the program and maintain strategic connections
______________________________________ ________06/25/14____________
Date
Klamath County
Klamath County is committed to supporting economic growth in the area and will continue to work with
many diverse agencies and organizations to further the idea of a better and more prosperous
community. The county looks forward to helping the “Klamath IDEA Project” and hopes that quality jobs
and profitable companies are in the future of Klamath County.
Klamath County is committed to:
Continuing to support the Klamath IDEA Project through participation in meeting. Provide quality service in County related business. Support economic development through the County financed organizations.
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Encourage citizens to participation in the opportunities that Klamath County offers.
____ ______ 6/25/14
Date
Klamath County Commissioner Elect Kelley Minty Morris
• Actively participate in Klamath IDEA and other meetings as requested.
• Partner with public and private sector efforts to mentor and support business development.
• Continued participation in economic development and community interest‐groups.
• Consider participation in incentive programs to encourage entrepreneurial activities and job
growth.
_________________________________ ____6/25/14____________
Klamath County Commissioner Elect Date
Oregon Employment Department
WorkSource Klamath is the certified One Stop Center for Klamath and Lake Counties. Staff at the One
Stop Center is comprised of the Oregon Employment Department (OED), Central Oregon
Intergovernmental Council (COIC).
Staff from these organizations will work collaboratively toward the success of the Oregon Solutions
“Inspire Development‐Energize Acceleration (IDEA)” program.
The mission of WorkSource Klamath is to “Support Business & Promote Employment”
As such, the WorkSource Klamath “One Stop” Center, can provide the Oregon Solutions based project,
“Inspire Development‐Energize Acceleration” (IDEA) with assistance via several different avenues.
Service provided by OED and COIC may include:
Serve businesses by recruiting and referring the best qualified applicants to jobs.
Provide quality labor market and economic information to promote informed decision making.
Provide supportive services when appropriate.
Provide on the job training when funding is available.
Provide employer based customized training when funding is available.
___________________________ ___6/25/14___
Perry Andrews, Program Manager Date
Central Oregon Intergovernmental Council (COIC)
___________________________ ___6/25/14______
Randy Norris, Field Office Manager Date
Oregon Employment Department
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The Oregon Entrepreneurs Network (OEN)
OEN is a statewide organization headquartered in Portland, whose purpose is to stimulate and support
startup businesses throughout Oregon. OEN has a Regional Catalyst Manager located in Southern
Oregon, whose responsibilities include Klamath Falls. The Catalyst Manager commits to:
• Continued participation with the Leadership Team, especially sharing tactical details such as
what works and what doesn’t work elsewhere;
• Facilitate bringing speakers in from Portland, the Rogue Valley, etc., to events like PubTalks and
educational forums (example: Scott Sandler talk); unfortunately, OEN cannot reimburse their
travel expenses, but maybe IDEA could;
• Occasionally meeting directly with would‐be entrepreneurs about their business plans and the
like, in an effort to stay connected with their culture and to offer insight and advice that fits the
culture of the region;
• Where possible, building connections between Klamath Falls and the Medford area, to the
mutual benefit of startups in both areas (example: 2014 Medford Angel Conference winners
were from Klamath Falls).
____________________________________________ _____6/25/14______________
Regional Catalyst Manager Date
The Oregon Institute of Technology (Oregon Tech)
Oregon Tech’s mission statement:
Oregon Institute of Technology, a member of the Oregon University System, offers innovative and
rigorous applied degree programs in the areas of engineering, engineering technology, health
technologies, management, and the arts and sciences. To foster student and graduate success, the
university provides an intimate hands‐on learning environment, focusing on application of theory to
practice. Oregon Tech offers statewide educational opportunities for the emerging needs of Oregon’s
citizen and provides information and technical expertise to state, national and international
constituents.
Oregon Tech will participate in the Klamath IDEA by continuing to attend and actively participate and
commits to:
• Providing a representative on the Governing Board and any other Leadership Team
• Providing information and technical expertise
• Connecting Oregon Tech students and alumni to Klamath IDEA
• Encouraging students and alumni to start businesses in Klamath Falls
• Encouraging students to apply for internships and do capstone projects with Klamath Falls
businesses
_________________________________ _____6/17/14__________
Dr. Chris Maples, President Date
Oregon State Senator Doug Whitsett & State Representative Gail Whitsett
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The Klamath IDEA is a community project intended to proactively encourage and inspire new business
and job growth within the Upper Klamath Basin.
It is a “boot strap” program designed to make available essential business counselling and financial
assistance to potential entrepreneur’s, to be provided by successful community business men and
women.
It is an organized opportunity for our communities to help ourselves by giving a hand up to home grown
business start‐ups or expansions.
It is a chance to encourage young people to stay in the area after college and to help to grow our
economy, create family wage jobs, and raise their families in a prosperous rural setting.
It is intended to be a local business and job incubator, available to anyone with a viable plan for a new
product or service, an organized effort to keep it here in our community and to use it to help grow our
local economy.
We look forward to continuing our active support of the Klamath IDEA and to providing whatever
counselling that may be helpful.
We can’t wait to see it take form and fly.
______________________________ _________6/25/14____________
Senator Doug Whitsett Date
______________________________ _________6/25/14____________
Representative Gail Whitsett Date
Oregon State University Klamath Basin Research/Extension Center
As the Land Grant University, Oregon State and its Cooperative Extension Service and Agricultural
Experiment Station have served Klamath and Lake Counties for over 100 years, promoting economic,
social, cultural and environmental well‐being. Research and Extension programs reach broad audiences
in the development and distribution of knowledge. Currently OSU KBREC is responsible for providing
and fulfilling needs of the Klamath County Agricultural Community which serves as the second largest
economic business sector in the county. As a partner with IDEA OSU KBREC will assist and participate as
needed in regards to:
• Provide access to Faculty and Staff at Oregon State University
• Assist in design, management, and use of products that are land and or based on Agriculture
• Access to research equipment and expertise relating to Agricultural Research and Value Added
projects
• Assist with business plans relating to Agriculture, Food, Value Added, and Natural Resources
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• Assist with introductions between IDEA users and needed specialist within the National Land
Grant University System
• Coordinate and Assist with promoting IDEA and those utilizing IDEA resources
• Work to place students, graduates, and others into experiential learning situations and other
intern opportunities within KBREC and associated industry partners
__6/25/14______________
_________________________________ Date
Regional Administrator
Director OSU KBREC
Pacific Crest Federal Credit Union
Pacific Crest Federal Credit Union (Pacific Crest) is a federally regulated not for profit credit union
headquartered in Klamath Falls, Oregon. Our mission is to build valued relationships with our members
to help them meet their financial success.
As a supporter of Klamath Idea Project, Pacific Crest commits to the following:
Provide a credit union representative to assist with the Klamath Idea Project.
Provide meeting space, based on availability.
Consider loan opportunities for entrepreneurs working through Klamath Idea Project based on
Pacific Crest’s business lending standards.
Assist in promoting the Klamath Idea Project through considering related links on Pacific Crest’s
website.
Promote the Klamath Idea Project through Pacific Crest’s Facebook.
Sponsor scholarships to the annual Leadercast event for two entrepreneurs.
Provide a $200 donation to Klamath Idea Project to help pay for the Project coordinator’s office
startup costs.
Apply for grants from credit union leagues, as available, to help fund the Klamath Idea Project.
_______________________________ _________6/19/14____________
Kathie Philp, President/CEO Date
_____________________________ _________6/19/14____________
Wonda Klooster, VP/Risk Manager and Date
Klamath IIDEA Participant
Pacific Power
Formed in 1910, Pacific Power has a long history of providing electricity to communities like Klamath
County. We work with community leaders and organizations to build and foster economic vitality. We
believe and are invested in the future and continued growth of Klamath County. As a participating
member of the Klamath Inspire Development and Energize Acceleration (Klamath IDEA), Pacific Power
commits to:
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Making corporate resources available to assist entrepreneurs.
Positively promote the Klamath IDEA to the “at‐large” community and governmental
organizations.
Continued participation in economic development and community interest‐groups.
Be a resource to funds available through the Pacific Power Foundation and Blue Sky Community
grants.
Continue to be a productive and willing participant in the Klamath IDEA project.
_________________________________ _______6/19/14_________
Todd Andres Date
Regional Community Manager, Pacific Power
SolenSphere Renewables
As a young entrepreneur with a passion for engineering and Klamath Falls economic development I
pledge the following to Klamath IDEA project created by The Oregon Solutions Project Team:
• Serve on the newly formed Executive Committee as part of the task force designated to
implement the Klamath IDEA budget, planning, coordinator position and programs. Per my
involvement in the original Oregon Solutions leadership team I will pass on any
recommendations or suggestions generated from the interested parties.
• Ask any and all entrepreneurs what they need.
• Provide mentorship and aid in development of partnerships for new and existing businesses
who aspire to grow.
• Help to maintain the follow up reporting procedures per Oregon Solutions protocol.
_________________________________ ____6/20/14____________
Adam Burwell Date
The South Central Oregon Economic Development District (SCOEDD)
SCOEDD’s mission is to build cooperation and collaboration between private, public and community
entities that supports the creation of wealth through:
A more diversified jobs base providing a resilient economy and quality jobs that contributes to a
rising standard of living.
An economy that draws on its agricultural, geothermal, and solar resources and is a leader in the
development of alternative, sustainably‐produced energy and the technologies that uses it.
Coordinated education and training opportunities for local residents that provide our workforce
with a spectrum of skill levels and ensures that prosperity is broadly shared among the
population.
SCOEDD will participate in the Klamath IDEA by continuing to attend and actively participate and
commits to:
Providing a representative on the Governing Board and any other Leadership Team
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Providing financial resources and capital access to businesses
Developing new financial products to support the entrepreneurs
Working with the SBDC program as an advisor
Assist in identifying funding sources and the work needed to obtain the funds;
Helping with the formation and support of an investor/capital group
Working with OIT and KCC on business plan competitions
Referring business partners
___________________________ _____06/25/14______________
Betty Riley, Director Date
South Central Regional Solutions Center
Governor Kitzhaber designated the Klamath IDEA an Oregon Solutions project recognizing that “…this
project will bring together education, economic development, private business, financial institutions,
municipal, county, and state governments together with entrepreneurs, innovators, and successful
businesses to accelerate job creation and promote marketable commodities to expand the local and
state economy.”
On behalf of the state of Oregon, the Governor’s Regional Solutions Centers will continue to track the
progress of the Klamath IDEA and assist with leveraging state, federal and private resources. Specifically,
we will:
Continue to assist with state agency coordination and integration as needed for technical
assistance, information sharing and regulatory considerations in support of the Klamath IDEA to
advance its purpose.
Provide opportunities to share the work of the Klamath IDEA team with the appropriate
Regional Advisory Committees and the Governor’s Office.
Foster partnerships between state, federal and local levels of government, civic leaders, non‐
profit organizations and businesses.
Support Klamath IDEA efforts to secure needed staff and funding, as appropriate.
______________________________ _________6/25/14____________
Susanna Julber, Regional Coordinator Date
Washington Federal, National Association
In 1917, a group of local businessmen in a fishing and lumber community just north of Seattle,
Washington started a financial institution that is now known as Washington Federal.
Washington Federal believes that the relationships we maintain with our local communities are as
important as those we share with our customers, stockholders and employees. We believe we have an
obligation to operate in a responsible, sustainable manner which supports a healthy, vibrant
community which included a community where businesses thrive and there is job growth. We
demonstrate this through our Foundation by direct giving to community‐based nonprofits serving the
needs of low and moderate‐income individuals and supporting expansion of financial literacy. In
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addition, Washington Federal often provides grants to charitable organizations supported by our
employees who serve as volunteers or board members. Finally, Washington Federal finances projects
designed to build stronger communities that provide avenues for business expansion and job growth.
As an active, supportive member of the Klamath IDEA project, Washington Federal commits to the
following:
Providing employees to the project through participation as business advisers for the ongoing
Klamath IDEA project
Provide employees to facilitate financial literacy training seminars
Provide access to The Washington Federal Conference Center, as a location for use for financial
literacy training, Klamath IDEA gatherings, or other related business meetings or conferences.
The facility contains three rooms for hosting meetings or conferences.
_________________________________________ _________6/25/14_________
Bridgitte Griffin, Vice President/Division Manager Date
Klamath Commercial – Agribusiness
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Appendix A:
ORGANIZATION LAST NAME FIRST NAME Team
Solensphere Renewables CEO Burwell Adam Co‐Convener
SCOEDD Riley Betty Co‐Convener
Klamath County Chamber of Commerce Massie Charles "Chip" Leadership
Klamath CC President Gutierrez Dr. Roberto Leadership
Oregon Tech, Dean Jones Charlie Leadership
Pacific Power Price Angela Leadership
Pacific Power Andres Todd Leadership
Klamath CC Rutledge Kathryn Leadership
Oregon Solutions (OS) Mills Michael Leadership
Portland State University (OS) Al‐Yousufi Brown Maha Leadership
Klamath CC/SBDC Albert Jamie Project Team
Klamath County Commissioner Bellet Jim Project Team
City of Klamath Falls, City Manager Cherpeski Nathan Project Team
Klamath Youth Devel. Corp Gilbert Stan Project Team
Washington Federal Bank Griffin Bridgitte Project Team
RWIB Admin Leigh Beverly Project Team
Klamath County Commissioner Elect Minty Morris Kelley Project Team
OSU Extension Riggs Willie Project Team
City of Klamath Falls, City Councilor Seiler Trish Project Team
KCEDA Senn Trey Project Team
PCFCU Van Buren Steve Project Team
Klamath CC Brown Ryan Project Team
Commercial Property/Real‐estate/KCEDA Woolworth Jeff Project Team
KCEDA Jespersen Loren Project Team
Entrepreneur Pope Randal Project Team
Oregon Tech Entrepreneurship Neupert Hallie Project Team
OIT Weidman Kristy Project Team
KCC Foundation Meneses Steven Project Team
Orthopedic surgeon Wenner Karl Project Team
OIT Paschal Adria Project Team
Washington Federal Bank Curtis Heather Project Team
Klamath CC Spoon Rachael Project Team
Klamath County Tramp Heather Project Team
Regional Catalyst Manager Lamy John Project Team
Resident Belsky Art Project Team
Lewis and Clark Bank Castle Bill Project Team
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Klamath CC Stickles Chris Project Team
OIT DaSaro Don Project Team
Architect Seder Mark Project Team
Biz Oregon Holzgang Larry Project Team
Herald and News Marquez Kate Project Team
OIT Ahalt Mark Project Team
Klamath Falls Ball Jeff Project Team
Licensed real estate salesperson Shaw Randy Project Team
Diversified Contractors Inc. Wendt Mark Interested P
Oregon Tech, President Maples Dr. Chris Interested p
JELD‐WEN Wendt Rod Interested P
Eco Solar Inc Andrews Eric Interested P
City Councilman and local business Dodson Matt Interested P
The Sky Lakes Wellness Center Vandyke Stephanie Interested P
City of Klamath Falls Community Development Fox Sandra Interested P
Commercial realtor and developer Bogatay Rich Interested P
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