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HomeMy WebLinkAbout44-08 OrdinanceRECORD OF ORDINANCES 44-08 Ordi~iance No. Passed 20 AN ORDINANCE AUTHORIZING THE PROVISION OF CERTAIN INCENTIVES TO 7001 POST ROAD, LLC FOR THE PURPOSES OF ESTABLISHING AN ENTREPRENEURIAL CENTER AT 7003 POST ROAD AND AUTHORIZING THE EXECUTION OF AN ECONOMIC DEVELOPMENT AGREEMENT. WHEREAS, consistent with its Economic Development Strategy (the "Strategy") approved by Dublin City Council Resolution No. 07-94 adopted on June 20, 1994, and the updated strategy approved by Dublin City Council Resolution No. 30-04 adopted on July 6, 2004, the City desires to encourage commercial office development and provide for the creation of employment opportunities within the City; and WHEREAS, 7001 Post Road, LLC has executed leases and desires to execute more leases at its building at 7003 Post Road in a manner to accommodate small start-up technology and entrepreneurial businesses resulting in new job creation; and WHEREAS, the City of Dublin seeks to provide the necessary "anchor(s)" to contribute to the development of its Central Ohio Innovation Center; and WHEREAS, the City desires to establish the services, accessibility and environment to increase "deal flow" and the potential for technology development and successful entrepreneurial enterprise resulting in new business development and ultimately new job creation; and WHEREAS, this Council has determined to offer economic development incentives, the terms of which are set forth in a substantially final form of Economic Development Agreement presently on file in the office of the Clerk of Council, to induce 7001 Post Road, LLC to make available certain spaces and uses of its building, located at 7003 Post Road, Dublin, Ohio, to the City who will establish a place to provide access to services, an environment promoting technology and entrepreneurial development and new job creation, thereby improving the economic welfare of the people of the State of Ohio and the City, all as authorized in Article VIII, Section 13 of the Ohio Constitution. NOW, THE~2EFORE, BE IT ORDAINED by the Council of the City of Dublin, State of Ohio, ~_ of the elected members concurring that: Section 1. The Economic Development Agreement by and between the City and 7001 Post Road, LLC, in the form presently on file with the Clerk of Council, providing for, among other things, the provision of incentives to 7001 Post Road, LLC in consideration for its agreement to provide an environment that will result in job creation within the City, is hereby approved and authorized with changes therein not inconsistent with this Ordinance and not substantially adverse to this City and which shall be approved by the City Manager and Director of Finance. The City Manager and Director of Finance, for and in the name of this City, are hereby authorized to execute that Economic Development Agreement, provided further that the approval of changes thereto by those officials, and their character as not being substantially adverse to the City, shall be evidenced conclusively by their execution thereof. This Council further authorizes the City Manager and the Director of Finance, for and in the name of the City, to execute any amendments to the Economic Development Agreement, which amendments are not inconsistent with this Ordinance and not substantially adverse to this City. Section 2. This Council further hereby authorizes and directs the City Manager, the Clerk of Council, the Director of Law, the Director of Finance, or other appropriate officers of the City to prepare and sign all agreements and instruments and to take any other actions as may be appropriate to implement this Ordinance. RECORD OF RESOLUTIONS Blank, Inc.. Form No 30045 44-08 Page 2 Resolt~tron No. Passed , 20 Section 3. This Council finds and determines that all formal actions of this Council concerning and relating to the passage of this Ordinance were taken in an open meeting of this Council and that all deliberations of this Council that resulted in those formal actions were in meetings open to the public in compliance with the law. Section 4. This Ordinance shall be in full force and effect on the earliest date permitted by law. Passed this S~" day of , 2008 .~ ~ n Mayor -Presiding Officer ATTEST: Clerk of Council CITT ~1F DUBLIN Office of the City Manager 5200 Emerald Parkway, Dublin, Ohio 43017 Phone: 614-410-4400 Memo To: Members of Dublin City Council From: Jane S. Brautigam, City Manager~~ Js~ Date: June 12, 2008 Initiated By: Dana L. McDaniel, Deputy City Manager/Director of Economic Development Re: Ordinance 44-08 -Economic Development Agreement with 7001 Post Road, LLC & TechColumbus Report Summary We are pleased to present to Council an Economic Development Agreement with 7001 Post Road, LLC for the purpose of establishing an "Entrepreneurial Center," together with a report from TechColumbus. The attached report was written by Rick Coplin of TechColumbus. Mr. Coplin is assigned to the City of Dublin. As Council knows, the City of Dublin executed an Agreement with TechColumbus in 2007 for the purpose of increasing the level of entrepreneurial activity and promoting "deal flow;" providing entrepreneurial support services to better ensure the success of entrepreneurial start-up and fledgling companies and technology; and creating new companies and jobs. Council also committed $250,000 per year for three years ($750,000 total) toward the Entrepreneurial Signature Grant Program (ESP). Staff has been very pleased with TechColumbus' efforts to date. To summarize key results of TechColumbus' efforts: 1. Nineteen (19) Dublin-based companies are currently engaged with TechColumbus for various levels of service to include business plan development, market assessment and/or access to grants and capital. These businesses currently represent 45 full-time jobs and 7 part-time jobs. Future full-time job potential is significant. 2. Two (2) of these companies are competing in the current round of Regional Commercialization Funds to receive up to $500,000 of investment. A third Dublin-based company was permitted to present to the committee for this round of funding, but is not being considered at this time. 3. One (1) company received $50,000 in TechGenesis funding late in 2007. 4. Two (2) companies have received funding for Ohio IT Alliance consulting. 5. Assisted LSP Technologies of Dublin in the successful pursuit of a $350,000 grant from the Ohio Research Commercialization Grant Program. The City's economic development staff works closely with TechColumbus to identify and refer deal flow and to develop activities/events to educate businesses about TechColumbus' and the City's efforts. Dana McDaniel serves on the TechColumbus Deal Flow Assessment Committee. Dublin is currently the only City serving on this committee. We are pleased to announce that TechColumbus has executed a lease agreement to establish a TechColumbus presence at the 7003 Post Road building located in the Central Ohio Innovation Center (COIC). Mr. Coplin will be present at the July 1 Council meeting to answer any questions you may have, or you may send them directly to rcc~pliniL~.techcolumbus_org . Memo to Council re. Ordinance 44-08 -Economic Development Agreement - 7001 Post Road, LLC June 12, 2008 Page 2 of 3 Proposal Consistent with a goal for the COIC (establishing certain anchor uses) and in light of the significant success we are experiencing in our business creation efforts, staff is bringing forth Ordinance 44-08, authorizing an EDA with 7001 Post Road, LLC. Staff recommends the City pursue the initial steps to develop a "Center for Entrepreneurship" (or other appropriate name) at the building located at 7003 Post Road. The owner of the 7003 Post Road building has been offering office and small suite leases to start-up businesses. Currently, five companies have signed such leases with several others expressing interest. Promoting the co-location of these small businesses leads to collaboration, experience-sharing and cost-sharing, and the likelihood of success and growth. This is NOT an incubator. The City's role will be to enhance the space at 7003 Post Road to better provide the services, accessibility and environment to increase "deal flow" for potential entrepreneurial and technology development that will result in further new business, technology and job creation. The EDA proposes to do the following: 1. TechnoloW Grants. Technology Grants totaling $45,000 to be paid by the City in the first year directly to a vendor/contractor. (a) Wireless Bridge. The City will provide a minimum 54 Megabyte Wireless Bridge and wireless access via its Wi-Fi system to the 7003 Post Road building. As a result, the Post Road building will have access to the Central Ohio Research Network (CORN), the Ohio Supercomputer Center Network (OSCnet) and the Ohio Supercomputer Center (OSC). This connectivity will provide access for agencies such as TechColumbus, the Small Business Development Council (SBDC), and other not-for-profit and government agencies (i.e., Computer Platform Lab, Edison/Wright Centers, etc.) that operate on or through the OSCnet. Additionally, this service will enable private companies to access CORN for research and collaboration purposes, as well as additional access to subscription Intemet service provided by AirWirz. The City estimates the cost of providing this equipment to be $30,000. The City will manage the acquisition and installation of equipment and will pay the vendor directly. (b) Sonnet Rine Conduit/Architecture Repair. The City will cause the existing Sonnet Ring conduit architecture between the 7001 and 7003 Post Road buildings to be repaired and restored. This will significantly improve the access and reliability of telephone and Internet services to the 7003 building. The City estimates the cost of repair as $15,000. The City will manage the repair and will pay the vendor/contractor directly. 2. Entrepreneurial Assistance Grant. The City shall provide a grant in the amount of $30,000 per year for years two (2) and three (3) of this Agreement for a total of $60,000. 3. Comnany's Agreement to provide space, access and naming riehts. In consideration for the economic development incentives outlined above, Post Road, LLC agrees to: (a) Allocate to the City the training room and two offices on the 4"' floor of the 7003 building (1,836 square feet) for a period of three years. The City will make the training room space available to not-for-profit agencies and others who will provide training for the benefit of businesses. The two offices will be made available to not-for-profit agencies to maintain business hours at the facility for the purpose of meeting with and providing services to existing and potential entrepreneurial/technology businesses. As an example, the Small Business Development Center has agreed to use both an office space to maintain hours and the training room to conduct SBDC courses (i.e., business planning, investment training, Memo to Council re. Ordinance 44-08 -Economic Development Agreement - 7001 Post Road, LLC June 12, 2008 Page 3 of 3 business start-up, tax workshop, etc.). Staff has had discussions with others who may have an interest in time-sharing the space. (b) Grant the City of Dublin the right to refer to the facility as the "Center for Entrepreneurship" (or similar name to be determined). The City will market the building as one of its anchors in the COIC and as a place for start-up businesses. (c) Permit the City to hang banners and display information (such as the name and sponsors) in the first floor lobby to promote the building as the "Center for Entrepreneurship" (or similar name to be determined later) and promote the entire COIC. (d) Permit the City and TechColumbus to use the common spaces on the 4°i floor to host networking and other business events. The purpose of these events is to promote available services, create opportunities to collaborate and encourage start-up companies to co-locate at the 7003 Post Road building. Recommendation Staff recommends City Council approve Ordinance 44-08 at the second reading/public hearing on July 1, 2008. This Ordinance will support Council's goals relative to creating new jobs and anchoring the COIC. Please contact Dana McDaniel or a member of the Economic Development staff with any questions you may have. ECONOMIC DEVELOPMENT AGREEMENT Txis ECONOMIC DEVELOPMENT AGREEMENT (this "AgreemenP') is made and entered into this day of , 2008, by and between the CITY oP DusLIN, Oxto (the "City"), a municipal corporation duly organized and validly existing under the Constitution and the laws of the State of Ohio (the "State") and its Charter, and 7001 Post Road, LLC (the "Conspany" and collectively with the City, the "Parties"), an Ohio corporation with its main office currently located at 7001 Post Road, Dublin, Ohio 43016, under the circumstances summarized in the following recitals. RECITALS: WHEREAS, consistent with its Economic Development Strategy (the "Strategy") approved by Dublin City Council Resolution No. 07-94 adopted on June 20, 1994, and the updated Strategy approved by Dublin City Council Resolution No. 30-04 adopted on July 6, 2004, the City desires to encourage commercial office development and provide for the retention and creation of employment opportunities within the City; and WHEREAS, the Company has executed leases and desires to execute more leases at its building at 7003 Post Road in a manner to accommodate small start-up Technology and entrepreneurial businesses; and WHEREAS, the City identified that certain anchor uses such as a technology/business incubator or similar facility should be established within the Central Ohio Innovation Center; and WHEREAS, the City desires to establish the services, accessibility and environment to increase "deal flow" and the potential for technology development and successful entrepreneurial enterprise resulting in new business development and ultimately new job creation; and WHEREAS, induced by and in reliance on the economic development incentives provided in this Agreement, the Company is desirous of making available certain spaces and uses of its building, located at 7003 Post Road, Dublin, Ohio, to the City who will establish a place to provide access to services and an environment promoting technology and entrepreneurial development and new job creation; and WHEREAS, pursuant to Ordinance No. -08 passed on , 2008 (the "Ordinance"), the City has determined to offer the economic development incentives described herein to induce the Company to make available certain spaces and uses of its building located at 7003 Post Road, Dublin, Ohio within the City resulting in the creation of new technologies and/or businesses and ultimately new jobs to improve the economic welfare of the people of the State of Ohio and the City, all as authorized in Article VIII, Section 13 of the Ohio Constitution; alid WHEREAS, the City and the Company have determined to enter into this Agreement to provide these incentives in order to ultimately create new technologies, businesses and jobs. Now THEREFORE, the City and the Company covenant, agree and obligate themselves as follows: Section I. Companv's Agreement to Provide space, access and naming rights. In consideration for the economic development incentives to be provided by the City herein, the Company agrees that it will: (a) Allocate to the City the 4`" floor training room and two offices on the 4`" floor, as referenced in Exhibit "A" and totaling 1,836 square feet. (b) Grant the City of Dublin the right to refer to the facility as the "Center for Entrepreneurship" (or similar name to be determined). (c) Permit the City to hang banners and display information (such as the name and sponsors) in the first floor lobby to promote the building as the "Center for Entrepreneurship" (or similar name to be determined). (d) Permit the City and TechColumbus to use the common space on the 4`" floor, as referenced in Exhibit "A", to host networking events for the purpose of promoting their collective services, promote collaboration opportunities and ultimately promote the building as an environment for others to co-locate in order to develop technologies, businesses and jobs. (e) Execute an appropriate lease document with the City to covenant the terms stated in Section 1. (a)-(d), above. That the term of said lease shall be for a period of three years commencing on the date of the execution of the lease and whose execution shall be commensurate to the effective date ofOrdinance -08. Section 2. City's Agreement to Provide Incentives. (a) General. In consideration for the Company's agreement to allow the use, access and naming rights of the 7003 Building within the City for the purpose of new technology, business and job creation, the City agrees to provide economic development incentives to the Company in accordance with this Section. (b) Technology Grant. (i) Wireless Bridge. The City will provide a minimum 54 Megabyte Wireless Bridge and wireless access via its wife system to the 7003 Post Road building. The Company will grant the City permission to locate, at no cost, the necessary rooftop and room access to place and connect the required equipment to support this system. As a result of this placement, the Post Road building will have access to the Central Ohio Research Network (CORN), the Ohio Super Computer Center Network (OSCnet) and the Ohio Super Computer Center (OSC). This connectivity will provide access for agencies such as TechColumbus, the Small Business Development Council (SBDC), and other not-for-profit and government agencies (i.e. Computer Platform Lab, Edison/Wright Centers, etc) that operate on or through the OSCnet. Additionally, this provides value added service by enabling private companies to access CORN for research and -2- collaboration purposes, as well as, additional access to subscription Internet service provided by Airwirz. The City estimates the cost of providing this equipment to be $30,000. The City will manage the acquisition and istallation of equipment and will pay the vendor directly. ii Sonet Rini Conduit/Architecture Repair. The City will cause the existing Sonet Ring conduit/architecture between the 7001 and 7003 Post Road Buildings to be repaired. This will significantly improve the access and reliability of telephone and Internet services to the 7003 building. The City estimates the repair to cost $15,000. The City will manage the repair and will pay the vendor/contractor directly. iii The technology grant as described above is estimated to have a total cost of $45,000. This cost and said cost shall be bore by the City in the first year. (c) Entrepreneurial Assistance Grant. The City shall provide a grant in the amount of $30,000 per year for years two and three of this Agreement for a total of $60,000. Provision of this grant to the Company will enable the City to establish the services, accessibility and environment necessary to increase "deal flow" and the potential for technology development and successful entrepreneurial enterprise resulting in new business development and ultimately new job creation. (d) Incentive Payments to the Company. The City will pay both technology grants and the Entrepreneurial Assistance Grant from solely non-tax revenues. The Technology Grants shall be paid to the vendor/contractor in the amounts specified in Section 2 (b) (i) & (ii), above. The technologies specified therein shall be in place no later than 90 days after the execution of this EDA. The City shall pay the Entrepreneurial Assistance Grant ($30,000) to the Company within 30 days after the first anniversary date and again ($30,000) within 30 days after the second anniversary date of the execution of this EDA. (e) Method of Payment. The payments to be paid to the Company, as provided for in this Section 2, shall be made by the City to the Company by electronic funds transfer or by such other manner as is mutually agreed to by the City and the Company. (f) City's Obligation to Make Payments Not Debt; Payments Limited to Non-Tax Revenues. Notwithstanding anything to the contrary herein, the obligations of the City pursuant to this Agreement shall not be a general obligation debt or bonded indebtedness, or a pledge of the general credit or taxes levied by the City, and the Company shall have no right to have excises or taxes levied by the City, the State or any other political subdivision of the State for the performance of any obligations of the City herein. Consistent with Section 13 of Article VIII, Ohio Constitution, any payments or advances required to be made by the City pursuant to this Section 2 shall be payable solely from the City's non-tax revenues. Further, since Ohio law limits the City to appropriating monies for such expenditures only on an annual basis, the obligation of the City to make payments pursuant to this Section 2 shall be subject to annual appropriations by the City -3- Council and certification by the Director of Finance of the City as to the availability of such non-tax revenues. For purpose of this Agreement, "nontax revenues" shall mean, all moneys of the City which are not moneys raised by taxation, to the extent available for such purposes, including, but not limited to the following: (i) grants from the United States of America and the State; (ii) payments in lieu of taxes now or hereafter authorized to be used for the purposes by State statute; (iii) fines and forfeitures which are deposited in the City's General Fund; (iv) fees deposited in the City's General Fund from properly imposed licenses and permits; (v) investment earnings on the City's General Fund and which are credited to the City's General Fund; (vi) investment earnings of other funds of the City that are credited to the City's General Fund; (vii) proceeds from the sale of assets which are deposited in the City's General Fund; and (viii) rental income which is deposited in the City's General Fund; and (ix) gifts and donations. Section 3. Miscellaneous. (a) Assignment. This Agreement may not be assigned without the prior written consent of all non-assigning Parties. (b) Bindine Effect. The provisions of this Agreement shall be binding upon the successors or assigns of the Parties. (c) Captions. The captions and headings in this Agreement are for convenience only and in no way define, limit or describe the scope or intent of any provisions or sections of this Agreement. (d) Dav for Performance. Wherever herein there is a day or time period established for performance and such day or the expiration of such time period is a Saturday, Sunday or legal holiday, then such time for performance shall be automatically extended to the next business day. (e) Entire Agreement. This Agreement embodies the entire agreement and understanding of the Parties relating to the subject matter herein and therein and may not be amended, waived or discharged except in an instrument in writing executed by the Parties. (f) Events of Default and Remedies. Except as otherwise provided in this Agreement, in the event of any default in or breach of this Agreement, or any of its terms or conditions, by any Party hereto, such defaulting Party shall, upon written notice from any non-defaulting Party, proceed immediately to cure or remedy such default or breach, and, in any event, within thirty (30) days after receipt of such notice. In the event such default or breach is of such nature that it cannot be cured or remedied within said thirty (30) day period, then in such event the defaulting Party shall upon written notice from any non-defaulting Party commence its actions to cure or remedy said breach within said thirty (30) day period, and proceed diligently thereafter to cure or remedy said breach. In case such action is not taken or not diligently pursued, or the default or breach shall not be cured or remedied within a reasonable time, the aggrieved non-defaulting Party may institute such proceedings as maybe necessary or desirable in its opinion to cure and remedy such default or breach, including, but not limited to, proceedings to compel specific performance by the defaulting Party. -4- (g) Executed Counteroarts. This Agreement may be executed in several counterparts, each of which shall be deemed to constitute an original, but all of which together shall constitute but one and the same instrument. It shall not be necessary in proving this Agreement to produce or account for more than one of those counterparts. (h) Extent of Covenants: No Personal Liability. All covenants, obligations and agreements of the Parties contained in this Agreement shall be effective to the extent authorized and permitted by applicable law. No such covenant, obligation or agreement shall be deemed to be a covenant, obligation or agreement of any present or future member, officer, agent or employee of the City or the Company other than in his or her official capacity, and neither the members of the legislative body of the City nor any official executing this Agreement shall be liable personally under this Agreement or be subject to any personal liability or accountability by reason of the execution thereof or by reason of the covenants, obligations or agreements of the City and the Company contained in this Agreement. (i) Govemine Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Ohio or applicable federal law. All claims, counterclaims, disputes and other matters in question between the City, its agents and employees, and the Company, its employees and agents, arising out of or relating to this Agreement or its breach will be decided in a court ofcompetentjurisdiction within Franklin County, Ohio. (j) Leal Authority. The Parties respectively represent and covenant that each is legally empowered to execute, deliver and perform this Agreement and to enter into and carry out the transactions contemplated by this Agreement. The Parties further respectively represent and covenant that this Agreement has, by proper action, been duly authorized, executed and delivered by the Parties and all steps necessary to be taken by the Parties have been taken to constitute this Agreement, and the covenants and agreements of the Parties contemplated herein, as a valid and binding obligation of the Parties, enforceable in accordance with its terms. (k) Limit on Liability. Notwithstanding any clause or provision of this Agreement to the contrary, in no event shall City or the Company be liable to each other for punitive, special, consequential, or indirect damages of any type and regardless of whether such damages are claimed under contract, tort (including negligence and strict liability) or any other theory of law. (1) Notices. Except as otherwise specifically set forth in this Agreement, all notices, demands, requests, consents or approvals given, required or permitted to be given hereunder shall be in writing and shall be deemed sufficiently given if actually received or ifhand-delivered or sent by recognized, overnight delivery service or by certified mail, postage prepaid and return receipt requested, addressed to the other Party at the address set forth in this Agreement or any addendum to or counterpart of this Agreement, or to such other address as the recipient shall have previously notified the sender of in writing, and shall be deemed received upon actual receipt, unless sent by certified mail, in which event such notice shall be deemed to have been received when the return receipt is signed or refused. For purposes of this Agreement, notices shall be addressed to: (i) the City at: City of Dublin, Ohio 5800 Shier Rings Road Dublin, Ohio 43016-7295 Attention: Economic Development Director -5- (ii) the Company at: 7001 Post Road, LLC 7001 Post Road Dublin, OH 43216 Attention: Robb Heitzman The Parties, by notice given hereunder, may designate any further or different addresses to which subsequent notices; certificates, requests or other communications shall be sent. (m) Recitals. The Parties acknowledge and agree that the facts and circumstances as described in the Recitals hereto are an integral part of this Agreement and as such are incorporated herein by reference. (n) Severability. If any provision of this Agreement, or any covenant, obligation or agreement contained herein is determined by a court to be invalid or unenforceable, that determination shall not affect any other provision, covenant, obligation or agreement, each of which shall be construed and enforced as if the invalid or unenforceable portion were not contained herein. That invalidity or unenforceability shall not affect any valid and enforceable application thereof, and each such provision, covenant, obligation or agreement shall be deemed to be effective, operative, made, entered into or taken in the manner and to the full extent permitted bylaw. (o) Survival of Representations and Warranties. All representations and warranties of the Parties in this Agreement shall survive the execution and delivery of this Agreement. (remai~ider of page intentionaZZy Zeft blank- signature page foZZows) -6- IN WITNESS WHEREOF, the City and the Company have caused this Agreement to be executed in their respective names by their duly authorized representatives, all as of the date first written above. CITY OF DUBLIN, OHiO By: Printed: Jane Brautigam Title: City Manaeer Approved as to Form: By: Printed: Stephen J. Smith Title: Director of Law 7001 Post Road, LLC By: -7- FISCAL OFFICER'S CERTIFICATE The undersigned, Director of Finance of the City under the foregoing Agreement, certifies hereby that the moneys required to meet the obligations of the City under the foregoing Agreement have been appropriated lawfully for that purpose, and are in the Treasury of the City or in the process of collection to the credit of an appropriate fund, free from any previous encumbrances. This Certificate is given in compliance with Sections 5705.41 and 5705.44, Ohio Revised Code. Dated: , 2008 Marsha I. Grigsby Deputy City Manager/Director of Finance City of Dublin, Ohio 8- ~. ce +r U F . p.~ ~~ •,~, ~~ n~ W o~ V Q The Dublin TechColumbus partnership is producing results - 19 Dublin based companies are currently engaged with TechColumbus: • Three applied for the most recent Regional Commercialization Fund investment round; • One received TechGenesis investment late in 2007; • Two have received investment for Ohio IT Alliance consulting; • One has received grant application assistance that resulted in a $350,000 grant that will lead to additional jobs in Dublin; • One has received funding through the Ohio Tech Angels. ..~ :~ TEHL~E~ .A~ f,~t ~~~+{,~lJw'~ fN~ ~~~~~~ ~~ I~~~:r411~LCY' Table of Contents TechColumbus Abbreviations Page 3 TechColumbus Categories for Entrepreneurial Companies Page 4 TechStart Dublin Office Pages 5 - 6 Summary of Events and Entrepreneurial Activity Pages 7 and 8 Planned Events and Activities Page 9 Dublin TechStart Partnership Activity Page 10 Dublin Based Companies Receiving Tech Columbus Assistance Pages 11 Appendix A -Companies represented at the Dublin TechStart Kickoff Pages 12 - 16 Appendix B -Companies represented at the Dublin Breakfast Series Pages 17 - 19 Appendix C -Future CEO Stars article on Dublin youth entrepreneur Page 20 Appendix D -Business First article on LSP Technologies Page 21 - 22 TechColumbus Abbreviations TechGenesis Fund A grant fund to transition early-stage, research driven technologies from the concept stage towards commercialization. Funds are used for market validation, market identification or definition, prototyping, and Intellectual Property analysis. Companies eligible for TechGenesis consideration are typically in the Imagining stage or Incubating Stage of company formation. Regional Commercialization Fund The Regional Commercialization Fund (RCF) enables promising technology startups to complete the steps necessary to attract follow on funding from sources such as the Ohio tech Angels and venture capital firms. The focus is on companies in the Incubating and Demonstrating stages of company development. Ohio IT Alliance The Ohio fT Alliance (OITA) is a State of Ohio Edison Technology Center, assisting companies in economic development in various business areas from information technology to biosciences to manufacturing. OITA provides consulting services to companies working with TechColumbus. Ohio Innovation Loan Fund The Ohio Innovation Load Fund (OILF) assists existing Ohio companies in developing next generation products and services within certain targeted industry sectors by financing the acquisition, construction and related costs of technology, facilities and equipment. The IOF is intended to supply capital to Ohio companies having difficulty securing funds from conventional sources due to technical and commercial risk factors associated with the development of a new product or service. Ohio Research Commercialization Grant Ohio research Commercialization Grant Program (ORCGP) is meant to improve the commercial viability of Small Business Innovation Research (SBIR), Small Business Technology Transfer (STTR) and Advanced Technology Program (ATP) research and development projects. Only companies having previously been successful in SBIR, STTR and ATP grant programs are eligible. Ohio Tech Angel Fund The Ohio TechAngel Funds (OTAF) are contributed capital and "sidecar" angel funds that include over two hundred investors from throughout Ohio. The funds are targeted to qualified entrepreneurs with late incubating and demonstrating technologies who are developing promising, high-growth Ohio businesses, predominantly in the life sciences, information technology, and physical sciences market sectors. OTAF is the third largest Angel fund in the United States. TechColumbus Categories for Entrepreneurial Companies TechColumbus uses a commercialization framework for categorizing startup companies developed by BIZLOGX LLC. These categories help to identify the stage a company is in and covers a continuum from pre-company to successful, investable and sustainable companies. These stages are referred to on the Summary Chart of Dublin Based Companies, found on page 15. TechColumbus focuses primarily on companies in the first three stages, with an eye on preparing companies at each stage for the next stage and ultimately for the final two stages. TechColumbus offers companies at all stages a broad range of assistance including coaching and mentoring, business strategy/planning guidance, and connections to industry leaders and a variety of sources of capital. Imagining This is the earliest stage of company formation, and can be thought of as the "idea on a napkin" or concept stage. Typically companies at this stage are pre-revenue and may not have any formal structure or any full time employees. It is during this stage that executive summaries and business plans are beginning to take shape, but are not completed. Companies at this stage need to validate concepts, customers, and develop initial prototypes and intellectual property. Risk of business failure is very high. This stage is also referred to a "very early stage". Incubating This is the business case stage, where companies begin to flesh out ideas and potential into market readiness. Companies at this stage typically have some structure and may have 1 to a few employees. They may also have some initial products sales, but typically have not finalized or even partially developed business strategies and market tactics. Risk of failure at this stage remains high. Demonstrating This is the market feedback stage -initial sales may be occurring and the company is refining strategies and product offerings based on growing experience in the market. Companies at this stage typically have more structure and refined business plans and objectives and are focused on achieving multiple goals. Rick of failure at this stage remains high, but is typically less than the previous stages. Market Entry This is the stage where companies are proving commercial viability and should be better positioned than previous stages to attract capital from various sources including Angel investors and venture capital. Sales are continuing to increase and the company is attracting attention in the market place. Growth & Sustainability This stage is typified by companies being able to generate returns to investors. Mergers, acquisitions and initial public offerings of stock are common occurrences. Founders, early investors and other stakeholders may "cash out" at this stage or receive returns from capital invested in earlier stages. TechStart Dublin Office The Agreement between TechColumbus and the City of Dublin lays the foundation for a model partnership. It establishes the benchmark for future agreements between TechColumbus and other municipalities as we expand the successful incubator model and influence throughout the Central Ohio region. Dublin is a stakeholder and partner in TechColumbus efforts through the Third Frontier grants to foster entrepreneurial activity and economic growth in the central Ohio region. The TechStart Dublin office will be the center of Dublin related entrepreneurial activity and be a physical presence representing TechColumbus and TechStart to the northwest quadrant of the fifteen county Central Ohio region. TechStart has signed a lease and is opening its Dublin office in the 7003 Post Road building at the intersection of Route 33 and Post Road. The Dublin Economic Department of Development (EDoD) and TechStart are engaged in attracting entrepreneurial companies to the currently empty offices in the building, and the owners have agreed to lease offices individually to support this effort. Dublin's goal is to create a vibrant community of growing entrepreneurial businesses as an anchor point in Dublin's 1300 acre Tech Park, The Central Ohio Innovation Center (COIC). -,; ..,'fir'^';....;. 4~ _~\ . , .,., jam. ~-s. ,` wig::' The City of Dublin is actively working to establish the 7003 Post Road building as a focal point for entrepreneurial activity within the Central Ohio Innovation Center. 7003 will become a dynamic hub of activity where entrepreneurial companies locate among similarly focused companies. In addition, 7003 will become known as an additional place in Central Ohio where start-up companies and/or individuals with entrepreneurial ideas can find assistance through TechColumbus, the Small Business Development Centers (SBDC) and other organizations. The City of Dublin has proposed an Economic Development Agreement (EDA) that will secure two offices, the large common space and the training room on the fourth floor of 7003. The City will provide a 54 Megabyte Wireless Bridge and wireless access via its Wi-Fi system to the 7003 Post Road building. Additionally, the City will be offering a Technology Grant of $15,000 to repair the sonet ring connection between the 7003 and 7001 Post Road buildings, to connect 7003 directly to the DubLINK fiber network. This connectivity will provide access for TechColumbus, SBDC, and other not-for-profit and government agencies. Connections through DubLINK to OSC also provides the City with value added capabilities by enabling private companies to access Dublin's Central Ohio Research Network (CORN), intended to link education and commerce for economic development, research and collaboration purposes. The SBDC has agreed to hold office hours at 7003 beginning this summer, and this fall may utilize the 4t floor training room for some of its course offerings including Capital - , , ~ _ ] ? " F h i Access, Business Start-up Workshop, FastTrac New Ventures, and Ideas to Deal Base. ~ ~ N 1 E R S ,,,,,~, ~~PLATFORM Platform Lab is investigating the potential for additional business opportunities r ~ and may utilize the training room for expansion/overFlow as business needs y`~ l~B determine. 7003 may position Platform Lab to reach northwest quadrant Thr Aan-Profit lTTnt.mlTr,n•urtg Fat rr businesses more effectively. Dublin TechStart Overview- June 2008 Page ~ 5 TechStart Dublin Office Through the EDA, Dublin is securing building naming rights to the 7003 facility, with the name yet to be determined. In addition, the City and TechColumbus will be permitted to hang banners and display information (such as the name and sponsors of events) in the first floor lobby to promote the use of the building as an entrepreneurial center in the COIC. The City is also securing permission, as part of the EDA, for the City and TechColumbus to use the common space on the 4th floor to host networking events for the purpose of promoting their collective services, promote entrepreneurial collaboration opportunities and promote the building as an environment attractive to entrepreneurial companies co-locate. The 7003 building has three entrepreneurial companies already leasing space on the fourth floor. The third floor is occupied by Caster Ventures, and the second and first floors are currently unoccupied. Companies located at 7003 include: ~„~ caster DELONTI ...... ...; .. :. .; Pi. r::.~: MiH./.,/e vi 5r:~~/~ TransChart` ~~~s•... ~ Core ~~~ • Integrated • Technologies • ~~' • Dublin TechStart Overview- June 2008 Page ~ 6 Summary of Entrepreneurial Events and Activities Dublin TechStart Kickoff The event was hosted on Tuesday, February 6'h 2008 at the OCLC Headquarters. Over 230 people attended. Presentations by Dublin Economic Development Director, Dana McDaniel, TechColumbus' Will Indest and Chris Anderson described the partnership and potential. Dublin's Mayor, Marilee Chinnici-Zuercher, issued a proclamation in support of National Entrepreneur Week. Dublin based startup PlanGlue, represented by Ray Trask and Ross Kayuha described the TechStart coaching and funding assistance they have received and the impact to the company. Four companies were introduced to TechStart at this event: Dublin based Independence Bio Products, Marysville Industrial, Talk IT Solutions, and 2Under Entertainment. TechColumbus is now providing coaching and mentoring services to these companies. See Appendix A on page 72 for a list of all companies represented at the event. Dublin. TechStart Overview -June ?008 Summary of Entrepreneurial Events and Activities Several events have occurred, are ongoing or are in the planning stages that either focus on Dublin or will have an impact on Dublin businesses and entrepreneurs and also have an impact on TechStart involvement with Dublin businesses and entrepreneurs. These include: Dublin Tech Strategy Sessions These events occur monthly under the leadership of Ben Blanquera, formerly with TechColumbus and now Director of Applications Delivery with Progressive Medical. This informal networking group is a cross section of technology oriented business men and women meeting monthly at various Dublin restaurants. The purpose is to connect entrepreneurs, local business leaders and investors in an informal setting to encourage networking and idea sharing. Typically over 30 individuals enjoy food and drinks while discussing a wide variety of business opportunities. Dublin TechStart Breakfast Series The first event in this TechStart series was held Tuesday, May 13th at OCLC, sponsored by Sun Microsystems and OCLC. Over 115 people attended. The panel discussion topic for the morning was "Web 2.0 -A Trend You Can't Ignore" and addressed the social networking evolution of the Internet. Four panelists discussed their company and personal experiences and expectations for this rapidly growing approach to Internet interactivity. Panelists included: • Ed Billmaier, Senior Director, Relationship and Interactive Marketing, Scotts Company; • Stacey Elicker, Director of Interactive, Sync Creative; • Adam Torres, Founder and Managing Partner of TeamDynamix; • Stephen Webb - ICC -Practice Lead -Software Architecture Upcoming Breakfast Series topics may include: • Aligning Business Strategy with Internet Presence • Understanding your Audience, Target Market, and Customer • Leveraging Consumer Feedback in Product Development • Pricing Strategies See Appendix 8 on page 17 for a list of all companies represented at the event. NextGen Dublin Sponsored by the Dublin Chamber of Commerce, NextGen Dublin exists to develop, connect, and retain young professionals through increased opportunities and resources to enhance their professional development, leadership skills, community involvement and business success within the region. The group's mission is to encourage the next generation to get involved, have influence, and make a difference. Over 200 young professionals are actively working on projects and programming within NextGen Dublin. TechColumbus will be involved to support this vital Dublin professionals group in monthly meetings and frequent activities, and is promoting TechColumbus activities to the members. ~, .,. ;rte _.., ,.., Planned Entrepreneurial Events and Activities Entrepreneurial Center Kickoff The kickoff event for the 7003 Post Road Entrepreneurial Center will be held in late July or early August and is planned as a breakfast event similar to the TechStart kickoff held in February. The event will include a tour of the building and will bring together entrepreneurs, local business leaders, local government leaders and others to hear about the vision for the Central Ohio Innovation Center, plans for the 7003 building, TechStart successes in Dublin and other topics. Several Dublin entrepreneurs will be on hand to tell their stories. TechColumbus Entrepreneur Lunches These events are geared toward entrepreneurs and focus on topics relevant to start up businesses and entrepreneurs. The focus is a series of monthly "workings lunches designed to attract entrepreneurs interested in networking with likeminded individuals and to cover topics designed to inform and educate entrepreneurs about the essential tools to get ahead and prepare for the next step. The first luncheon will be held in July at the TechColumbus headquarters. Future lunches may be held in Dublin as well as at TechColumbus. Upcoming topics may include: • The Art of the Pitch -selling your ideas in a crowded marketplace • Funded TechGenesis winners panel • Venture capital perspectives on investments and companies • Funded Regional Commercialization Fund winners panel • Capital access valuation • Others as determined by the entrepreneurs Start Up Weekend -Central Ohio An exciting event that is being held in tech-savvy locations is headed for Columbus ~~ July 18-20. The weekend will bring together our community's brightest entrepreneurs to launch new businesses from idea to application in just 52 hours. TechColumbus will host this unique three-day experience which assembles highly motivated individuals to ~b select ideas and then break into teams to develop the applications, create the ~~~ marketing strategies and chart the revenue models. Teams consist of entrepreneurs, (`~~~ software developers, attorneys, marketers, designers, sales professionals, and others Stal•tU working together to create multiple businesses from scratch all in one weekend. p Several of those involved in planning the event with TechColumbus are employed by weekend- Central Ohio companies including Sterling Commerce, The Columbus Chamber, WOSU, Young Isaac, and Minister Realty. NextGen Dublin members are being encouraged to participate and several are expected to contribute the weekend's success. Dublin TechStart Overview- June 2008 Page 19 Dublin TechStart Partnership Activity TechColumbus is an active member of the Dublin Economic Department of Development's consulting team providing input on a wide range of opportunities centered on supporting the Dublin business community. TechColumbus commercialization directors for Advanced Materials (Rick Focht), BioScience (Dan Meek) and Information Technology (Kevin Gadd) have attended the meetings. TechStart Business Development Representative Rick Coplin attends all meetings. TechColumbus' Stefphanie Harper, Outreach Manager, TechStart is involved in planning all TechStart related activities in conjunction with the Dublin team. The Economic Development Office Team includes: • Dana McDaniels -Economic Development Director • Colleen Gilger -Economic Development & Retention • Nancy Richeson -Commercialization and National Publicity for the Dublin brand • Pat Valente -Government affairs consultant, Vice President with Hicks Partners • Greg Dunn -Communications expert, legal advisor to the City of Dublin, lawyer with Schottenstein Zox 8 Dunn • David Baldwin -Education expert, founder and owner of Aquarian Technology Systems • Rick Conlin. Business Development Representative. TechStart Most recently, TechColumbus employees worked with EDoD team at the Memorial Tournament to host over 150 local business and government leaders in a day-long networking opportunity in support of Dublin's ongoing business development activities. Notable Activities: Dublin has hosted Education Roundtable and a Business Roundtable Focus Sessions discussion to help the Economic Development Department understand education and business requirements and workforce needs as it seeks to grow Dublin's business community through attraction, retention and entrepreneurial company development. The Business-Education Summit on Workforce Development, an Education /Business combined meeting will be held June 5t" in Dublin. The purpose of this Summit is to assimilate the results of two earlier Focus Sessions into a framework for partnerships and action in addressing the workforce development issues in Dublin and the surrounding region. The Summit is a targeted event and one that is important for guiding the Dublin EDoD Team in the days and months ahead. Over 60 people are expected to attend. TechColumbus is an active participant in the discussions and has assisted with invitations to bring entrepreneurial education and business leaders to the table, and has hosted several attendees from the Roundtable sessions at TechColumbus for tours of the Incubator. TechColumbus has been instrumental in assisting Dublin based LSP Technologies secure a $350,000 Third Frontier grant that will help the company to grow its core businesses, reach new markets and add additional employees. See Appendix D for a related article. TechColumbus has helped facilitate the connection of a local young entrepreneur with a national publication, Future CEO Stars, which is focused on youth entrepreneurial activity nationwide. As a result, Mark Mahaffey, 15 year old founder and owner of mtek Media, Inc., has a feature article about his company in the May 2008 issue of Future CEO Stars. See Appendix C for a copy of the article. TechColumbus and Dublin's EDoD team have worked closely together, meeting with several Dublin companies and entrepreneurs in ongoing efforts to understand the entrepreneurial environment and needs of Dublin based companies. Dublin Based Companies Receiving Tech Columbus Assistance HAE ~~ PrevaHealth Hanna ChemTM i---- beauty health well-bang ~: .~ ~„~ caster :~ ajcdt~cf: ~I~ rmi I~ ~~ Zenta/eon Clarify-Soft C Dublin TechStart Overview -June 2008 Appendix A: Companies Represented at the Dublin TechStart Kickoff Company 2 Under Entertainment /Medshow 2 Under Entertainment /Medshow 2 Under Entertainment /Medshow 3 Stone Advisors 3 Stone Advisors 3SG Corporation 3SG Corporation 405 Smart Center Activitycircles Llc Activitycircles Llc Allen Williams & Hughes Co. Ameritraining Inc. Appleseed Wool Corp Aquarian Technology Systems Authis B&A B&A Bandon Corp. Battelle Beanstalk Cfo Group Benesch Friedlander Coplan & Aronoff Bizilla Inc. Braintree Center For Business Innovation Braintree Partners Breakthrough Salesperfonnance Bresco Bricker & Eckler Ca-Botics Fiber Systems Calfee Cardinal Health Cardinal Health Caster Ventures Inc. Caster Ventures Inc. Chi Group City Of Delaware City Of Delaware City Of Dublin City Of Dublin City Of Dublin City Of Dublin City Of Dublin City Of Dublin City Of Dublin Last Name Edwards Miller Schmidt Anderson Kelley Manoranjan Sameem Alkatib Trask Trask Smith Thomas Fackler Baldwin Schmidt Anderson Wilson Kramer Rosen Davidson Washbush Eakin Cohen Leach Sellers Gamrath Brown Conie Iii Morgan Cullivan Wong Heerdt Sapienza Galden Comstock Wheeler Boring Brautigam Brown Chinnici- Zuercher Gibson Gilger Mcdaniel First Name Title Mike Co-Founder Deb Founder Steve Executive Director Kris Partner Kevin Partner Ranjan CEO Ishreth CIO/COo Harith CTO Kathy Founder Ray Founder Dena Chief Operating Officer Luke SVP Business Development Todd President Dave President Jeff CEO Nora Brand Strategist Michelle Marketing Director Ron President Richard VP Education And Philanthropy John Office Director Thomas Partner Matthew President Bob CEO Bob Director Mark CEO Jeff Consultant Alexander Attorney Jack PresidenUCEO Doug Managing Partner John SVP Corporate Strategy Jenson Sr. Analyst Nathan CEO Michael Executive Dane Director Gus Economic Development Director Windell Mayor Cathy Council Member Jane City Manager Tammy Administrative Specialist Marilee Mayor Faye Director Of Taxation Colleen Economic Development Administrator Deputy City Manager/Director Of Dana Economic Development Appendix A: Companies Represented at the Dublin TechStart Kickoff City Of Dublin Richison Nancy Consultant City Of Dublin Crow Brett Community Relations City Of Gahanna Miller Bethany Director Of Planning And Development City Of Upper Arlington Shad Matthew Deputy City Manager Deputy City Mgr For Economic City of Upper Arlington Dalton Patty Development Clarity Technology Solutions LIc Comstock Jason President Comdoc Hamill Justin Sales Representative Comnet Solutions Lewis Ray Representative Context Knowledge Group Wald Matt Partner Core Integrated Technologies Ltd Stickel Eric President Managing Director & Registered Corporate Finance Associates St. Germain Bob Representative Corporate Finance Associates Washbush Charles Founder/Senior Partner Cranel Inc. Ballard Russ Manager Of Information Technology Critical Medical Information LLC Boyd John President Crotty Financial & Insurance Services LLC Crotty Joe President Cyona Technologies Shah Vijay Business Development Delaware Area Chamber Of Commerce Hilbom Mary V.P. Delonti, Inc Borde Dattatraya A DSPearson LLC Pearson Don Owner-Manager Dublin Chamber Of Commerce Amorose Margery Executive Director Dublin City Council Keenan Michael Councilman Dublin Methodist Hospital Yoder Lamont Vice President Dublin Methodist Hospital Wright Albert Vice President Dynamit Technologies Seguin Nick Manager Dynamit Technologies Whitman Bobby Principal E-Commerce Laurent P.G. E-Commerce Consultant Edison Welding Institute Laverty Michelle Manager Legal Services Edison Welding Institute Tighe Jim Cfo And VP Of Finance 8 Admin. Efinplan LLC Irwin Kent CEO Efinplan LLC Irwin Laura Cfo Enable Communications Inc. Gueth Robert President Fahlgren Mortine Public Relations Hogan Mike Account Specialist Foresight Corporation Hafier Ed Chief Technology Officer Director -Economic Development And Franklin County Schimmer James Planning Department Director Of Corporate And Community Franklin University Noreen Jody Relations Globitech Inc. Talley Thomas President Gogo Chargers Jenkins Jan Marketing Dir Granata Ecological Engineering LLC Granata Tim Owner Great Migrations LLC Juras Mark Founder And CEO Groups Anthony Don CEO Halcyon Solutions Inc. Viddam Mohan President & CEO Heartwood LLC Dymerski Paul Director Hicks Partners Valente Patrick Vice President Hicks Partners LLC Hicks Brian President & CEO Internet Dyke Brent EVP Operations Internet Foote Glenn Senior Project Manager Invasc Dinanj Madhavi Appendix A: Companies Represented at the Dublin TechStart Kickoff Invasc Partha Saratay Chairman JPB Marketing Barrett John President Jumpstart Solutions Heutel David President Kforce Scientific Crawford Alex Account Mgr. Kforce Scientific Grassel Liz Account Manager Kforce Scientific Mahaffey Ross Account Mgr. Kforce Scientific Moniaci Julia Account Manager LSP Technologies Inc. Dulaney Jeff President & CEO LSP Technologies Inc. Lahrtnan David Director Business Development LSP Technologies Inc. Tenaglia Richard Development Manager Manufacturing & Technology SBDC Cullinan Elaine Project Manager Manufacturing & Technology SBDC Shick Jeff Director Marysville Industrial Inc Thiergartner Mike President Marysville Industrial Inc Woolum Art Vice President Nationwide Insurance Wallace Jeff Director Of Systems Navigator Management Partners Schoettmer David President NCT Ventures LLC Frank Bill Partner Netgain Information Systems Company Lang Israel Managed Services Director New Albany Chrysler Jennifer Community Development Director New Albany Ferguson Nancy Mayor New Albany CIC Ramsey Rich President NMP Consulting Shantery Rick Pres Northwestern Mutual Financial Network Cohen Michael Financial Representative Nuvox/1-elemedicine Williams Scott Director OCLC Oliver Gene ODJFS Workforce Development/Apprenticeship Ke Yan Apprenticeship Service Provider Ohio Business Week Foundation Edwards Nicole Development Coordinator Ohio Business Week Foundation Whetstone Nancy Executive Director & CEO Ohio Capital Fund Cohn Paul Vice President Ohio Chamber Garlington D. Advocate Ohio Department Of Development Abraham Michelle State Director Ohio Department Of Development Stock Peter ESP Ohio Health Dublin Methodist Herbert Cheryl President Ohio SBDC At Columbus State Community College Bowers Michael Regional Director Ohio State University -Technology Licensing Vaughan Will Business Development Manager Ohio Statewide Development Corporation Stephens Clayton Loan Officer Ohio Techangels Dickson Andy Director OhioHealth Research Institute Niles John Director OITA -Ohio's It Alliance Dudaney Sanjay Consultant Opticon Medical Brunner Glenn President Pacificomm Associates Hau Joseph President Phylogenylnc. Starr Kim Corporate Counsel Phylogeny Inc. Williams Jim Study Coordinator Pickaway Progress Partnership Green Nate Economic Development Director Porter Wright Morris & Arthur LLP Kelly William Partner Porter Wright Moms & Arthur Carney John Attorney Priseworks Corporation Thomas John Appendix A: Companies Represented at the Dublin TechStart Kickoff Progressive Medical Blanquria Ben Director Project Technologies Henry Jack Owner Quick Solutions Inc. Garber Greg Quick Solutions Inc. Murgas Kim Rea & Associates Gerberry Jeffrey Shareholder Reaching SuperiorAChievements Antolik Roger Owner Recovery Squad Pandey Amar Vice President Reservoir Venture Partner Crocker Curtis Partner SBCI Ltd. Stanton Susan Principal SBDC Diop Papa Omar Director Of ITAC SBDC Rivers David Business Consultant Schottenstein Zox & Dunn Thornton Jeremy J. Attorney Schottenstein Zox & Dunn Rector Susan Partner Schottenstein Zox & Dunn Gilerest Roger Partner Schottenstein Zox & Dunn Levere Earl Partner SCI Engineered Materials Inc Rooney Dan President & CEO Self Employed Capobianco Joseph Director Sequent Sanese Sandy Business Development Sheehan Hutchison Keenan Perkins Mark Vice President Simplified.Com Landers Dezmon President Small Business Development Center Hammond Kevin Consultant SRD Inc. Holdennan Mark President Standley Law Group Bansal Sarah Associate Standley Law Group Beachy Trisha Paralegal Standley Law Group D'Alessandro Vickie Paralegal Standley Law Group Grant Steve Associate Standley Law Group Hanson Nita Paralegal Standley Law Group Scotney Cheryl Partner Standley Law Group Standley Jeff Partner Standley Law Group Stonebrook Mike Associate Standley Law Group Stovsky Carol Partner Standley Law Group Gayan Eric Partner State Of Ohio Elliott Scotte Senior Engineer Strategic Marketing Innovations Bell Steve Principal Strategic Thinking Industries (STI) Kayuha Ross CEO Suburban News Publications Radcliff Kathleen Reporter Sun Mircrosystems Gibson Ted Systems Engineer Sun Mircrosystems Feeney Paul Account Executive Sun Mircrosystems Hachten Sue Regional Marketing Manager Syscom Advanced Material Inc. Lee Jar Wha CSO Syscom Advanced Material Inc. Reed Joe CEO Talk It Solutions Krishnamurthy Jayalalitha Principal Tappan Woods Llc Maynard Robert President TechColumbus Anderson Chris Start-Up Specialist TechColumbus Beaulieu Katie Marketing Manager TechColumbus Carbonara Matt Entrepreneur In Residence TechColumbus Clark Steve VP Of Incubation Services TechColumbus Coffee Laura Member Services TechColumbus Coplin Rick Business Development Representative TechColumbus Finkelstein Allison Senior Director Funds Management Appendix A: Companies Represented at the Dublin TechStart Kickoff IechCOlumbus Focht Kichartl Director Incubation Services TechColumbus Ford Ted CEO TechColumbus Gadd Kevin Director It Commercialization TechColumbus Harper Stefphanie Outreach Manager TechStart TechColumbus Haynes Tim VP Member Services & Marketing VP Of Capital Access And TechColumbus Indest Will Formation/DirectorOfTechStart TechColumbus Meek Dan Director Bioscience Commercialization TechColumbus Moore Greg Entrepreneur-In-Residence Director of Technology TechColumbus Rawlings Gary Commercialization TechColumbus Van Deusen Diane Executive Assistant Tempest Networking Llc Fields Ingrid Managing Member The CFO Resource Kelley Tom President The Clopton Group Clopton David CEO. The Collister Company Collister Charlotte CEO The Ohio Academy Of Science Elfner Lynn CEO The Ohio State University Zinn Ryan Senior Technology Licensing Associate The Perry Fisher Company Fisher Perry Vice President The Samraksh Company Bapat Sandip Lead Software Designer The Unison Landreman David Co-Founder The Unison Plantz David Co-Founder The Unison Roth Andrew Co-Founder Thompson Insurance Associates Inc. Thompson Cpcu Pat President Tolles Career & Technical Center Berg Carl Superintendent U.S. Bank Henderson Dennis Advisor Union County Ed Partnership Phillips Eric Executive Director UVC Brocade? Dave Principal VOIP Solutions Lant Wolfgang Partner Wilkelfhomton Inc. Ditmars Dave Marketing Director Zia Systems Inc. Rapp Gary COO Not Listed Doran Kim Entrepreneur Not Listed Anders Dee Not Listed Anders Kent Not Listed Deakin Chris Not Listed Dejaco Judee Not Listed Hoke Robin Not Listed Schroeder Peter Appendix B: Companies Represented at the Dublin Breakfast Series Company Last Name First Name Title Accent Energy Brack Cad VP of IT ActivityCircles Trask Ray Founder Affiliated Resource Group Kranstuber Matthew Marketing Allen Williams & Hughes Company Hagler Glenn Director of Sales Amaxx Inc Slack Jeff President/CEO Assurance Group Inc DeAngelo Anthony Business Development Manager Assurance Group Inc. Miller Ryan Business Development Manager Astute Solutions Mason John Account Executive Astute Solutions Rippy Doug CTO ATGi Dixon Tom Sr. Relationship Manager B&A Wilson Michelle Marketing Director Manager Technology and Brand Battelle Wettrich Vicki Communications Battelle Stroud Dave Sr. Marketing Manager Blair Communications Petta Veronica President BMW Financial Services Hoffman Kevin General Manager Technology Architecture bmwfs davidson mark GM Bohman Marketing 8 Communications Bohman Nancy Principal Braxos Consulting LLC Skoulis Tom President BT INS Windsor Joan Account executive Butler Animal Health Supply Miller Bob VP Capital City Consulting/EasylT Hoeft Kurt Partner Cardinal Health Rudd Ed Director cas d'angelo raymond director Cedar Consulting Sinno Ahmad President CGI Technologies & Solutions Inc. Bock Galen Contracts/Engagement Manager Chemical Abstracts Service Taylor Jonathan Manager SciFinder Development Chemical Abstracts Service Hopmann Tim Department Manager NPD City of Columbus Nordstrom Mary Cable Television Manager Computer Site Columbus Dwyer Brian Account Executive Compuware Foley Patrick Account Manager Vantage Crosslink Management Services LLC Baker Neil President Defiitive Homecare Solutions / CPR+ Johnston Jeff co-Owner Definitive Homecare Solutions / CPR+ Crane Stuart co-Owner dynamltTechnologies LLC Dopkiss Matt Principal dynamltTechnologies LLC Seguin Nick Manager EdgeCase Barker Ken Partner EWI (Edison Welding Inst.) Khurana Shuchi Product Manager EWI (Edison Welding Institute) Speicher Nancy Interactive Media Fast Switch Ltd Pukita Mark CEO Glomark-Goveman Rice Colin Marketing Manager Groundwork Group Guy Tom VP Member Services Guitammer Mullins Randy Graphics/ Marketing HMB Schaedler Molly Account Executive Appendix B: Companies Represented at the Dublin Breakfast Series HMB Inc. Dolan Sue Manager Corporate Development HMB Information System Developers Howard Adrian Manager -Sales & Marketing Horizon DataCom Solutions Inc. Murray Randal Vice President Marketing & Operations IBM Dygert John Lotus Sales Manager ICC Dryer Sophie Account manager ICC Tomasso Corey Practice Leader Creative Services ICC Uehlein Patrick Director Commercial Services Group Independent Nik Bob Principal Information Control Corp. Burdette Scot Diredor MSG Information Control Corporation Hoffmann Eric Senior Technical Recruiter Information Control Corporation Thornton Andy Account Manager Information Control Corporation Ritzier Eric Diredor of Recruiting Information Control Corporation (ICC) Shea Tim Account Manager Innovation Forward LLC Butterworth Mark Principal KFOrce Martinez Jennifer Account Manager Lane Search Group LLC Hackbarth Susan President Matheson Pierce Inc Bahantka JP President Metcalf 8 Associates Metcalf Maureen President and Founder Microsoft Rook Jason Business Development Manager MicroSolved Inc. (MSI) Matthews Connie Account Executive Mirifex kish Chris Sales Mirifex Systems Steel Brian Diredor National Ground Water Assn. Kibble Mark IT Manager Nationwide Miller Carl AVP Program Management Nationwide Insurance Meeks Paul Sr Consultant Product Manager Nationwide Insurance Wallace Jeff Produd Manager Nationwide Insurance Systems Smith Tracy IT Produd Manager Network Logix Moon , Andrew Mr Now Software Inc. Gilicinski Mark VP Produd Management OCLC Baumgartner Tom Manager Database Development OCLC Ungar Dave Project Manager Ohio Chamber of Commerce Darlington Dennis Entrepreneur in Residence Ohio Mutual Insurance Group Albert Todd Vice President Ohio State University Medical Center Zheng Henry Diredor Optimum Technology Myers Stephanie Technical Recruiter Optimum Technology Davda Josh President PCMS Kowalski Bob Columbus Manager Diredor -Business and Solutions Percipia Raman Suri Development Pinnacle Data Systems Gilliam Roy Applications Developer III Progressive Medical Inc. Dosky Richard Supervisor Tech. Services Quick Solutions Inc. Mariotti Rick Vice PresidentBusiness Development Ray & Barney Group Spicer Julie Sales Diredor Ray & Barney Caldwell Michelle Business Development Manager Robert Half Technology Clark Dan Division Diredor S4 NetOuest Guilkey Jim President S4 NetOuest Stowers Julie Marketing Coordinator SARCOM Stamos Mike Acct Manager Sequent Inc. Draves Carl VP of IT Sequent Inc. Benton Ross IT Customer Service Appendix B: Companies Represented at the Dublin Breakfast Series Sheehan Hutchison Keenan Perkins Mark Vice President Smart Solutions Inc. Malik Anal Project Manager Smart Solutions Inc. Testa Mike Manager smarts ltd lindsay Steve president State of Ohio -Public Utilities Commission McNaughton Jeff Webmaster Steding Commerce Borromeo Alvin Contract Negotiator Sun Microsystems Inc. Feeney Paul Account Executive Tapestry Solutions McBrearty Gerald Security Engineer TechColumbus Anderson Chris Start-Up Specialist TechColumbus Coffee Laura Member Services TechColumbus Coplin Rick Business Development Representative TechColumbus Gadd Kevin Director IT Commercialization Technology Convergence Group Hutchins Rich Business Development Manager Tempest Networking LLC Fields Bob Operations Tempest Networking LLC Fields Ingrid President The Collister Company Collister Charlotte Principal The Perry Fisher Company Fisher Perry Vice President three six one studios Wilson Phil President & CEO Toobla Saxbe Jake guru Vicorsys Deifallah Anas Manager Vorys Sater Seymour and Pease Bell Anker Attorney at Law WOSU public media Petrilla Kevin radio operations director Young Isaac Inc. Routson Ashley Knowledge Planner Not Listed Welker Kevin .~. ~r.~. ~. .,_,. __.,~ -_ .. Appendix C: Future CEO Stars article featuring Dublin youth entrepreneur A Window of Opportunity Opens BY MAF,I: I~IAHAFFr=Y Iwas enjayirg a Fathers Day cookout with my family when I vas nine years old. My uncle, who lives by a river, uses hosting the aokout. I rarely left the house without my oamoorder anti this day was no exoeption. As I videotaped family events in the back yard, we heard sirens, helicopter,, and all kinds of commotion. There Incas a terrible boating acciderrt on the river, ar-d I cap- tured the rescue and life Flight eve-~cuatian on video. A local rnws skation interviewed me and asked tJ use my video on the six o'cbck re~nrs.lNe were all surprised v,~hen m y i rrterview and the video vras the feai<~ red storyon the evening news The newscaster even laughed al hove a "kid" captured the rescue . It's fu nny how this passion for video would lead me b start my own ~mparry. I Itve in a grecrt r-eighborheod in Dublin, Ohio. tVeighbcrs, family, and friends rr~ tired hove m uch I enjc~,~ed varkirg with vicJ• eo. Everrtually, they started asking me if they mould pay me to video lope sporting events and make highlight D!~Ds of their children. One day; one of these customers e~lairkxi that he had a box of fatuity vid~s in his basemernoollectingdust. Hewasc~noernad that the tapes vin? over ten years old and they mightevertlually g3 bad. He asked if I oouki oorrvert the tapes to DUDS vnth Jerre selection for him. I did the job and he aslcsd me l-aw much. I vas fifteen years old at the time, and I had rro idea ~nrhat to charge. He paid me ~;n dollars per tape and rntek Media, Inc. was bom. This customer told a frie nd. T hat cu stom er then told m art' friends, and evenluall?•, my busir~ss grew Ely vvrd of mouth alone. I asked one of my friends, Elliott Stanek, ~ help me fulfill the orders as the tapes began to sK~ek up. tilUe did Mme research and found that oam- merial serNCescharge about$25 pertape and they onhycreate one DUD foreach tape . Plus, ihe~ ~rvioes are hard b find. mtek Media puts as rnaey Tapes as we can on each DUD and only charge $10 per tape. Most cu homers bare 14 b 34 tapes. When the order is filled they get their tapes back in a resalable plastic oorrkrinerk~ pre~rve them. VUe alp label each DUD based on the vide cor~ent. 100% satisfacfion is guar- arReed Cnr every order. ~y ~' ~~ As the business grew, I tack some of the profits and had a family friend create a Pogo, brochures, and website Smtekmedia. ~m~. Vde also boughtequipmerrt to handle every mammon type of video tape. We then hired a salesperson b pass out brochures. He gets 201% of every deal. When we get an interested prospect, we make it easy for them to buy.lNe give t'rrem one of our re- sealab~ plasticcor-rk~ir~rsard justtell ahem to fill it up with their Yapes. 'tMe pick up the container and tell them in tvsn weeks, they vaill get their tapes and a set of labeled DUDS. On a very sad mate, mart' orders have one ortwotapesthatare ruined. Over time, the tapesget brittle and stick to the metal in the tape housing. This is a real bummer when the lope ~ntains baby videos or special everrts. It feels good that we are helping people capture these memories before tf-py lose them fore~r. In the future, I am thinking of franchisirx~ mtek P,~~dia, Inc. for a fee, 1 would send someone a package that v,~uki contain the equipment, brochures, orderforms, and everything they mead to get darted in their city. This is a great v~~ay to make money, and it vc~u d be nice to pass on ~n~hat I have teamed to otherentrepreneurs. I am now eighteen years old and plan on attending ooBege to major in entrepreneur- ship. I am making my college visits now. Here is my sc~ret to success: If you avant to start your own business just start rt, and learn on the way.lfi!e hit rnany roadbbcks and we figured them out as we vent ak>rg. You can't worry about what won't work.,Just tryr different things, and have the oonfiderroe that you v~ill adapt and let the business evolve. If you think too much, you will neverget it going! M E D I A Fusure CECi Appendix D: Business First Article on LSP Technologies _„~ ENTREPRENEUR f.'.t^..•: CrryyFa~~i ~ rtotrLa~ E::u :7n:Ar ~n^: ~ Qi:,: v.~;6t Dlseanttng I --> rcl::rrb;eb:;1 t.s;::garoussr,~es:ool. I A15 murrouc.ttr)ouuB.an 5131 o _ d 3 ,) Tech dollars on home turf ~rar thopsst ld Yo+n. iarrtnl Qltto aonptaiashtw roooirod 3i 9 atlt ands tatelitg 6 omcaocof510T nilfan tram twoprograns rus through tho5msll Busitass 41nin'ctratiaa td lplp bs4rtxlndogrrasarcf asd dawbpnant. ~Phasolfundtgg:Uee~~l1on ~ Phaso2finafng: dr. ptuictlard:derlYx faau<onunrssmfa mtsicstarilasatalndsfl rionpaacml Nunbor of (antral Ofioaash xasrds shown i~ aci har. 'r+tore on technology a~u~ds s:.~~ c~~.t_ :~;_ _ -+.Kes_ S.vPAGE &+r 114 415 P}Cd R U PILE 411 SBlR~ STTFt ~RQ~RAMS ~~~'~1 ~'~'~i l c~i ill s~jrl 1*k~ t ~'~~11 ('(llll~l~ilill'ti,1~~t'~iti, l'('Sl'~il'('ll i 3> people ~athercd cn rk thL• month at Txhcalnml~rc ro hs+u about b:n~ 4 tinltcchtuA~pr, 3allars ilxasa b miliu soon: in soma ra~+est., and in aroue it H~ rW. '[here arc aUl a lol dpcople w•ho dirt l lrarr that th-ramsouroa.arcaalthctc'aA'1•=h AsMdar:on th.• orqunl:atlnis Q.utup .pr+dalist abwlthc xurf. hop' tlc_gmap tufi:pcr:-dL-atk. ... raaarorailaMd `. ctirrs pcri. and af:o+*~xks ipanis . C 6.ti rsuccr-rtul prc~+idinga ~ bT the agrncc rtmant of ~additlon to xtittC ctxsrcc mtrisand stir .-nc is t hruugh ~W stgvtum mia~l.rsA: Page ~ 21 1x33 Ti?'3 U!G IWI 1??2 1??i 1113 1!~ 1?a5 H?: U!E I~ i))) 1)LQ .1CQ: :))id(~t .))5 'i(((~ Appendix D: Business First Article on LSP Technologies