8. EDSR 08-08-2011 - Laserfiche WebLink

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APPENDIX A This appendix contains operational protocols which support and supplement the GREATERMSP Operating Principles and are intended to provide further guidance to the GREATERMSP staff and partners regarding procedural approaches to 1) Project Vetting (lead generation and client conversion), 2) Project Management, and 3) Confidentiality issues. This appendix is intended to be reviewed, updated regularly, and modified as required by the Partner Advisory Council to ensure that all required situations are addressed, and to allow the organization to execute its responsibilities inthe most efficient and effective manner for all partners. GREATERMSP Staff / Re>ional Partner Protocol 1. Project Vetting o If the GREATERMSP staff has resources available and is requested to assist a regional partner, the GREATERMSP staff will work exclusively on their behalf until the originating partner's community/area is eliminated from consideration. o If it is discovered that a prospective client has simultaneously contacted the GREATERMSP and/or a regional partner, the GREATERMSP will work on the regional partner's behalf as per the client's wishes. o If the GREATERMSP staff is aware that two or more regional partners have been contacted by a company, and the company is in agreement, the GREATERMSP will disclose that information. If the company requires confidentiality, the GREATERMSP staff will abide by that request. o Regional partners will work to provide their organization's local information to ensure regional marketing materials, documentation, and web sites seek to promote the entire area and its many advantages in an unbiased manner. o Respective regional partners will act as the local host for client visits in accordance with information/detail that the GREATERMSP staff has been able to provide. While the GREATERMSP staff may be in charge of setting up and executing a trip to the region by the company, the particular regional partner will be expected to be the particular expert/salesperson during their portion of a visit/tour. 2. Project Management • GREATERMSP staff will be the central point of contact for project management for projects initiated through GREATERMSP, including coordination of site visits and state incentives. At such time as a client has narrowed its choice to a single option/community in the MSA, the GREATERMSP staff will seek to transition from being the primary point of contact in an appropriate professional manner to the key _ _ __ Ca~'~,~T~` Regional Economic Development Partnership g ~ ~~ r~ G