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COUNTY ~ OF~ ~ ..,-Placer® ~

MEMORANDUM COUNTY EXECUTIVE OFFICE ECONOMIC DEVELOPMENT

County of Placer

TO: Honorable Board of Supervisors DATE: November 14, 2017

FROM: David Boesch, County Executive Officer

By: James lmportante, Economic Development Manager

SUBJECT: Placer County Business Resource Center I Small Business Administration

Strategic Alliance Memorandum (Non-Monetary Agreement)

ACTION REQUESTED Approve a Strategic Alliance Memorandum, a non-monetary agreement, between the County of Placer and the United States Small Business Administration for business resources at the Placer Business Resource Center located at 1000 Sunset Boulevard in Rocklin.

BACKGROUND On May 9, 2017, the Economic Development division provided the Board of Supervisors a presentation of the FY 2017-18 Economic Development work plan. As part of the work plan, staff proposed the establishment of the Placer Business Resource Center (BRC) at the County's 1000 Sunset Building in Rocklin to coordinate a variety of resources for new and existing businesses in south Placer County. The BRC will provide a space for entrepreneurs to access information on business plan development, marketing, funding opportunities, hiring and workforce retention, the city and county development permitting processes, and other small business counseling topics through of business resource partners in the region at little or no cost to the public. Table 1 is a preliminary list of Placer Business Resource Center partners.

Table 1 - Placer Business Resource Center Partners Organization Resources

U.S. Small Business Administration SBA-guaranteed loans, capital investors, and

• Sacramento District Office (Citrus bonds Heights) Business counseling information

Federal contracting information International trade and export assistance

Small Business Development Center Business plan preparation

• Capital Region (Sacramento) Loan document preparation One-on-one business consulting Workshops

Service Corp of Retired Executives (SCORE) Volunteer-based business consulting , mentorships, workshops

Placer County Cities Zoning , permitting, and site location information

Placer School for Adults Workshops Placer County Business Advantage Network Hiring assistance, recruiting events, and

lavoff assistance

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Honorable Board of Supervisors November 14, 2017 Placer County Business Resource Center I SBA Strategic Alliance Memorandum Page 2

In order to move forward with the Business Resource Center activities, staff recommends that the Board execute agreements with several resource center partners. For the Small Business Administration, staff asks the Board to approve a Strategic Alliance Memorandum (SAM) , a template agreement provided by the SBA. Similar to a Memorandum of Understanding, the SAM is a non-binding agreement intended to develop and foster mutual understanding and a working relationship between the SBA and Placer County in order to strengthen and expand small business development in the local area. Under the SAM, the County will provide a space for small business consulting services at the BRC. The SBA through its Sacramento District Office will :

• Make available information regarding SSA's resource partners, including but not limited to, the Capitol Region Small Business Development Center (SBDCs) , Service Corp of Retired Executives (SCORE) Mentoring Program, and the Women's Business Centers (WBCs) .

• Provide speakers to participate in the County's workshops, seminars and other activities to discuss financing , contracting, and other business topics.

• Invite the County's clients to attend local SBA-sponsored events and offer SBA­sponsored training at the Placer County Business Resource Center and other County locations when appropriate.

• Provide information to the County's staff on SBA programs and services available to local small businesses.

• Provide the County with data in order to track BRC activities and help shape future programming.

The intended outcome of this relationship is increased economic activity through new business starts and assisting existing businesses grow and thrive in Placer County.

FISCAL IMPACT None. Funding for SBA activities are funded through federal sources. Operational costs for the Business Resource Center are included in the FY 2017-18 Final Budget in the County Executive Office, Economic Development appropriation.

ATTACHMENTS Attachment 1 - Strategic Alliance Memorandum

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I. PURPOSE

Strategic Alliance Memorandum

with the

United States Small Business Administration and the

County of Placer, California

The United States Small Business Administration (SBA) and the County of Placer, California ( each a "Party" or, collectively the "Parties") are joined by a common mission; helping start, maintain, and expand small businesses. The Parties will work together in the spirit of cooperation and open communications, consistent with law, with the primary goal of meeting the needs of the small business community.

The County of Placer (hereafter "County") is a county in the State of California. The mission of the County is to provide responsive, efficient and effective public services that promote the health, safety, well-being and prosperity of our citizens while protecting our environmental resources and preserving the rich heritage of our region. As of 2017, the County provides services to approximately 374,000 residents and businesses with a labor force of approximately 182,000 employed in the industries of government, trade / transportation, education, health, professional / business services, and hospitality. Consistent with its mission, the County is currently undertaking the development a Business Resource Center located at 1000 Sunset Boulevard, Rocklin, California. It is the intent of the County to provide office space, furnishings, technological equipment, and materials for counseling small businesses in the western part of the County.

The mission of the SBA is to aid, counsel, assist and protect the interests of small business by providing financial, contractual and business development assistance and advocating on their behalf within the government. SBA district offices deliver SBA programs and services to the public. Each Party has separate services and resources which, when delivered in coordination with each other, will provide maximum benefits to the small business communities served.

The purpose of this Strategic Alliance Memorandum (SAM) is to develop and foster mutual understanding and a working relationship between the SBA and Placer County in order to strengthen and expand small business development in the local area. The Parties acknowledge that specific joint training and outreach activities contemplated under this SAM require further negotiations and a separate signed agreement developed pursuant to SBA's cosponsorship authority.

In order to further their common goals, the Parties agree to the following:

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II. SCOPE AND RESPONSIBILITIES SBA Undertakings: Within the limits of its available and/ or appropriated resources, the SBA through its Sacramento District Office will:

• Provide the County with up-to-date information about SBA's programs and services.

• Make available, upon request, information regarding SBA's resource partners, including but not limited to, the Small Business Development Centers (SBDCs), SCORE, and the Women's Business Centers (WBCs) (collectively, "SBA's Resource Partners").

• Make available, upon request and subject to their availability, SBA pamphlets, brochures, and other publications.

• Advise the County of events that may impact its mission.

• Provide speakers, consistent with SBA rules and policy, to participate in the County's workshops, conferences, seminars and other activities to discuss SBA financing, government contracting and other business topics.

• Invite the County's clients / members to attend local SBA-sponsored events and offer SBA-sponsored training at the Placer County Business Resource Center and / or other County properties when appropriate.

• Provide a text-only hyperlink from SBA's website to the County's website pursuant to SBA's linking policies.

• Provide information to the County's staff on SBA programs and services available to local small businesses.

• Assign a local point of contact to serve as liaison between SBA and the County.

• All client information is kept strictly confidential. However, to help demonstrate to stakeholders the efficacy of Business Resource Center activities, aggregate data can be collected and shared with the County. Type of information may include, but not limited to:

• # of Clients Served

• # of Hours of Consulting Provided

• Demographics of Clients Served, including Women, Minority or Veteran Owned

• Jobs Created or Retained

• Loan or Equity Investments infused into local businesses

• Success stories can be shared when a signed release is obtained from the client

The County's Undertakings: Within the limits of its available resources, the County will:

• Provide space at the Placer County Business Resource Center located at 1000 Sunset Boulevard, Rocklin, California, including furnishings and technological resources.

• Cooperate with SBA's Resource Partners to provide information to its clients/members about business development services to small businesses when appropriate.

• Keep abreast of and disseminate up-to-date information provided by SBA when appropriate.

• Make available to its clients / members SBA pamphlets, brochures, and other publications.

• Inform the County's small business clients / members of SBA's programs and services including referrals to SBA's Resource Partners when appropriate.

• Upon request, provide speakers for SBA-sponsored events when appropriate.

• Provide a text-only hyperlink from the County's website to SBA's website.

• Assign a local point of contact to serve as liaison between the County and SBA.

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III. USE OF SBA NAME AND LOGO

All materials bearing the SBA name or logo must be approved in advance by SBA's Responsible Program Official. Use of SBA's logo must be accompanied by the following statement: "Use of the SBA logo is authorized by a Strategic Alliance Memorandum. Reference to SBA is not an endorsement of the views, opinions, products or services of any person or entity." The SBA logo may only be used to promote SBA and/ or its programs, activities, and services. SBA's logo cannot be used in a way that suggests the Agency is endorsing any individual, organization, product, or service or in a way which implies that an improper relationship exists between SBA and an outside party. SBA's logo also must not be used in any manner that is liable to bring the Agency into a negative light, such as in connection with any products or services related to alcohol, gambling or adult entertainment industries, any lobbying efforts, or any political activities.

The "U.S. Small Business Administration" name shall be used only in a factual manner, consistent with applicable law, and shall not promote or endorse any products or services of any entity including but not limited to the County. Nothing in this SAM permits the County to use the SBA official seal.

The SBA agrees that it shall not use the County's name, logo or insignia, or the name, or otherwise identify the County in any form of publicity or disclosure without the prior written permission of the County, which permission may be given or withheld in the County's sole discretion.

IV. TERM Cooperation under this SAM will commence upon signing by both Parties and will continue for a period of two years from date of signature unless otherwise terminated by one or both Parties as per paragraph V below.

V. AMENDMENT The Parties agree to consult each other on any amendment, modification or clarification to the provisions of this SAM. This SAM may only be amended or modified in writing and shall be consistent with applicable laws, regulations and SBA policy.

VI. TERMINATION Either Party may discontinue its participation under this SAM at any time, with or without cause, upon thirty (30) days written notice to the other Party.

VII. RELATIONSHIP This SAM does not authorize the expenditure of any funds. Accordingly, this SAM shall not be interpreted as creating any binding legal obligations between the Parties nor shall it limit either Party from participating in similar activities or arrangements with other entities. Nothing contained herein shall be construed to create any association, partnership, joint venture or relation of principal or agent or employer and employee with respect to the County and SBA.

VIII. RESPONSIBLE OFFICIALS The responsible officials and points of contact for administrative matters pertaining to this SAM are:

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County of Placer, California: U.S. Small Business Administration:

Name: Sherri Conway Name: Heather Luzzi Title: Director of Economic D evelopment T itle: Sacramento Office District Director ,-\ddress: 145 Fulweiler Avenue, Auburn, C -\ 95603 ,-\ddress: 6501 Sylvan Road Citrus Heights, CA 95610 Tel: 530-889-4096 Tel: 916-735-1700 e-mail: sconway@placer.ca.gov e-mail: heather.luzzi@sba.gov

IX. SIGNATURES This SAM may be executed in counterparts, each of which shall be deemed to be an original, but all of which, taken together, shall constitute one and the same agreement. The signatories below represent that they have the authority to make such commitments on behalf of their respective organization.

U .S. Small Business Administration:

Stephen Morris, Director of Strategic Alliances

Heather Luzzi, District Director Sacramento District Office

County of Placer:

Jennifer Montgomery, Chairwoman Placer County Board of Supervisors

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