Professional Documents
Culture Documents
Lake Merritt/Uptown Community Benefit District: Phone 510.452.4529 Fax 510.452.4530 Info
Lake Merritt/Uptown Community Benefit District: Phone 510.452.4529 Fax 510.452.4530 Info
Government Code 54950 (The Brown Act) requires that a brief description of each item to be transacted or discussed be
posted at least 72 hours prior to a regular meeting. The Corporation posts agendas with the City at 1 Frank H. Ogawa Plaza,
#101. Action may not be taken on items not posted on the agenda. Copies of the agenda are available from the Lake
Merritt/Uptown District Association at 388 19th Street, Oakland, CA 94612. Meeting facilities are accessible to persons with
disabilities. If you require special assistance to participate in the meeting, notify our office at 510 238-1122 at least 48 hours prior
to the meeting.
$861,918.29
$1,140,766.77
$102,189.06
SOBO
Total Expenses
Cash Remaining
Current Liability
$12,000.00
$212,796.12
ORG
Non-Assessement Funds
Fox Theater Services (2015)
$66,052.36
$0.00
$1,242,955.83
$128,589.54
$1,371,545.37
YTD Budget
DISI
Expenses
Less Reserve
Cash Available
Notes
Assessement income received
to date is $35,926.24 more than
budgeted.
$0.00
$0.00
$1,242,955.83
$1,371,545.37
Annual Budget
YTD Actual
Remaining Funds
Notes
Safety
Services
provided for
$5,731.48
$6,268.52
$258,376.53
$1,020,505.54
$767,347.90
$205,469.48
$47,688.16
$13,000.00
$1,278,882.07
$115,589.54
$1,407,471.61
Actual
12,494.16
17,828.08
12,220.88
19,234.55
TOTAL ORGANIZATION
333.33
60.04
1,250.00
10,910.83
0.00
3,878.00
1,250.00
10,910.84
0.00
0.00
41.67
250.00
291.67
208.33
5,333.92
3,878.00
0.00
0.00
0.00
135.32
221.08
3,135.67
Public Relations
Staff Personnel
Shuttle
ORG/Special Projects
Annual Breakfast Meeting
125.00
3,208.33
1,311.39
Occupancy expenses
Rent
34.88
0.00
0.00
334.00
0.00
0.00
1,500.00
166.67
416.58
-67.00
0.00
250.00
41.67
0.00
0.00
875.00
6,004.76
0.00
3,780.00
ORGANIZATION
Non-personnel expenses
Accounting Expenses
Computer Service & Support
TOTAL (DISI)
458.33
416.67
0.00
0.00
5,129.76
3,780.00
338.09
1,250.00
0.00
1,250.00
Misc
Public Relations
3,541.67
Curr. Budget
2,530.00
Curr. Actual
DISI Projects
Marketing
EXPENSES
10:19 AM
9/27/15
Cash Basis
1,406.47
-273.28
-273.29
0.00
0.01
3,878.00
3,878.00
0.00
-41.67
-250.00
-156.35
12.75
-2,198.25
-90.12
-1,896.94
0.00
0.00
1,166.00
-233.67
-416.58
-250.00
-41.67
-2,224.76
-875.00
-458.33
-416.67
-1,349.76
-338.09
0.00
-1,011.67
Curr. Variance
107.89%
97.81%
18.01%
100.0%
100.0%
100.0%
100.0%
0.0%
0.0%
0.0%
46.4%
106.12%
58.79%
27.9%
40.88%
205,469.48
137,037.77
3,268.53
13,750.00
120,019.24
9,918.11
4,750.00
5,168.11
512.86
1,894.33
2,493.31
2,592.02
58,513.60
1,346.12
32,244.29
1,285.00
5,138.00
3,459.67
1,592.00
-40.2%
0.0%
0.0%
449.1%
2,499.50
2,850.00
606.50
47,688.16
10,500.00
5,500.00
5,000.00
37,188.16
2,090.66
13,750.00
21,347.50
YTD Actual
0.0%
0.0%
0.0%
62.95%
0.0%
0.0%
0.0%
73.69%
0.0%
100.0%
71.44%
Percent
212,796.12
137,435.84
3,666.67
13,750.00
120,019.17
10,500.00
5,000.00
5,500.00
458.33
2,750.00
3,208.33
2,291.67
64,860.28
1,375.00
35,291.67
1,300.00
4,887.00
3,674.20
1,833.33
4,582.42
2,750.00
458.33
66,052.36
9,625.00
5,041.67
4,583.33
56,427.36
3,719.03
13,750.00
38,958.33
YTD Budget
-7,326.64
-398.07
-398.14
0.00
0.07
-581.89
-250.00
-331.89
54.53
-855.67
-715.02
300.35
-6,346.68
-28.88
-3,047.38
-15.00
251.00
-214.53
-241.33
-2,082.92
100.00
148.17
-18,364.20
875.00
458.33
416.67
-19,239.20
-1,628.37
0.00
-17,610.83
YTD Variance
96.56%
99.71%
89.14%
100.0%
100.00%
94.46%
95.0%
93.97%
111.9%
68.89%
77.71%
113.11%
90.22%
97.9%
91.37%
98.85%
105.14%
94.16%
86.84%
54.55%
103.64%
132.33%
72.2%
109.09%
109.09%
109.09%
65.9%
56.22%
100.0%
54.8%
Percent
Variance Explanation
230,624.20
149,930.00
Page 1 of 2
15,000.00
130,930.00
10,500.00
38,500.00
Committee consulation.
2,000.00 Includes SPUR, IDA and CDA memberships and filing fees
for Caltrans claim. Within annual budget.
1,300.00 Paid in full.
4,887.00 Variance in this category due to increase in premium for
4,008.20 Includes sponsorship of Hack the Hood graduation and
Oakland Prototype Festival.
72,057.12
61,557.12
Ann. Budget
1,916.67
78,356.22
102,189.06
0.00
63,054.49
86,069.04
TOTAL EXPENSE
3,216.81
5,457.50
42,527.98
2,349.67
22,887.59
Curr. Budget
TOTAL SOBO
3,346.60
2,332.40
30,412.15
Watering
2,349.66
24,613.68
Curr. Actual
SOBO
10:19 AM
9/27/15
Cash Basis
-16,120.02
-15,301.73
-1,916.67
129.79
-3,125.10
-12,115.83
-0.01
1,726.09
Curr. Variance
84.23%
80.47%
0.0%
104.04%
42.74%
71.51%
100.0%
107.54%
Percent
861,918.29
21,083.33
35,384.91
60,032.57
467,807.74
25,846.33
251,763.41
YTD Budget
1,020,505.54 1,140,766.77
767,347.90
1,072.00
13,265.13
20,094.97
363,580.17
25,846.26
343,489.37
YTD Actual
-120,261.23
-94,570.39
-20,011.33
-22,119.78
-39,937.60
-104,227.57
-0.07
91,725.96
YTD Variance
89.46%
89.03%
5.09%
37.49%
33.47%
77.72%
100.0%
136.43%
Percent
Variance Explanation
1,242,955.83
940,274.51
Page 2 of 2
28,196.00
274,651.00 Variance due to emphasis on maintenance issues
during the roll out of combined services under BBB.
38,601.72
65,490.07
510,335.72 Combined YTD expenses for security and maintenance
within annual budget.
Ann. Budget
Meeting
January
ORG
Joint Board
SOBO
DISI
February
March
April
May
June
July
August
September
October
November
December
DOA Board
SOBO
LMU Board
DOA Board
DISI
TBD
SOBO
LMU Board
DOA Board
DISI
TBD
SOBO
LMU Board
DOA Board
SOBO
DISI
TBD
LMU Board
DOA Board
TBD
August 3, 2016 - 8:30 a.m.
All committee dates are to be approved at the first committee meeting of the year.
The schedules are consistent with the 2016 schedule
** Adjusted for the holidays.
10
2016-2018 PROPOSED
MANAGEMENT CONTRACT
AMENDMENT
Salary Increase for Executive Director,
Program Director, Operations Director and
Administrative Coordinator
11
Oakland Venue Management Management Contract Amendment 11/19/15
TABLE OF CONTENTS
2016-2018 PROPOSED MANAGEMENT CONTRACT AMENDMENT
COST SUMMARY
ANNUAL BREAKDOWN
Page 1 of 16
13
12
Oakland Venue Management Management Contract Amendment 11/19/15
Accounting: A portion of this line item will cover an accountant and or bookkeeper to perform
accounting functions such as billing, QuickBooks and accounts maintenance, etc.
Page 2 of 16
13
Oakland Venue Management Management Contract Amendment 11/19/15
Human Resources: This will cover costs related our in house staff that oversee and support all
HR related functions.
Parking/Travel: Costs to commute to and from district specific events and meetings, etc.
Profit: As a company we need to generate a modest level of income to cover reasonable legal,
accounting and professional services related to the operation of this contract.
If the contract amendment allowing compensation adjustment is approved, it is recommended that the
monies be drawn from the Organization budget category, specifically the Staff and Personnel line item,
with the exception of the District Horticulturalist, which is a SOBO specific cost. As the 2016 operating
budget is developed (to be reviewed at the January 2016 Joint Organization Committee Meeting and
approved at the January Joint Board meeting) the salary line items will reflect the new billing rates
without disrupting overall expenditure within each category beginning in 2016.
COMPARABLE POSITIONS AND THEIR SALARIES (FROM 990 TAX FORMS OF THESE ORGS)
Page 3 of 16
14
Oakland Venue Management Management Contract Amendment 11/19/15
Page 4 of 16
15
Oakland Venue Management Management Contract Amendment 11/19/15
District Horticulturalist: The District Horticulturalist is responsible for the cultivation and care of all
DOA/LMUDA related landscaping projects, budget creation for each project and graphic design for
permitting and proposal purposes. The District Horticulturalist will work directly under Program Director
when planning and executing all projects for the district(s). Additional responsibilities will include
managing a database that documents all maintenance performed on projects, budgets for all projects
and any other relevant information for operating a successful and dynamic beautification program within
our districts.
Page 5 of 16
16
Oakland Venue Management Management Contract Amendment 11/19/15
COST SUMMARY
EXCECUTIVE DIRECTOR
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$98,600.00
$4,007.16
$8,018.90
$1,837.52
$840.00
$113,303.58
per year
per year
per year
per year
per year
per year
PROGRAM DIRECTOR
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$92,800.00
$2,770.56
$7,575.20
$1,837.52
$840.00
$105,823.28
per year
per year
per year
per year
per year
per year
OPERATIONS DIRECTOR
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$85,500.00
$-
$7,534.25
$1,837.52
$840.00
$95,711.77
per year
per year
per year
per year
per year
per year
ADMIN COORDINATOR
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$45,344.00
$2,609.76
$4,231.86
$1,587.52
$840.00
$54,613.14
Page 6 of 16
per year
per year
per year
per year
per year
per year
17
Oakland Venue Management Management Contract Amendment 11/19/15
HORTICULTURALIST
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$39,676.00
$1,754.88
$7,602.57
$1,087.52
$840.00
$50,960.97
per year
per year
per year
per year
per year
per year
ANNUAL BREAKDOWN
Position
Cost
Executive Director
Program Director
Operations Director
Administrative Coordinator
Horticulturalist
Management Fee
$113,303.58
$105,823.28
$95,711.77
$54,613.14
$50,960.97
$26,053.81
$446,466.55
Executive Director
Program Director
Operations Director
Admin Coordinator
Horticulturalist
Management Fee1
Bonus2
$ 4,263.47
$ 3,978.70
$ 3,651.58
$ 2,182.25
$ 1,674.23
$ 959.67
TBD
1
2
Executive Director
Program Director
Operations Director
Admin Coordinator
Horticulturalist
Management Fee
Bonus
$ 4,263.47
$ 3,978.70
$ 3,651.58
$ 2,182.25
$ 2,409.25
$1,211.48
TBD
Page 7 of 16
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Oakland Venue Management Management Contract Amendment 11/19/15
EXECUTIVE DIRECTOR
$85,000.00
$-
$-
$3,400.00
$10,200.00
$98,600.00
per year
per year
per year
up to 4% rate
up to 12% rate
per year
$316.45
$12.88
$4.60
$-
$-
$4,007.16
per month
per month
per month
per month
per month
per year
.69 % rate
6.2 % rate
1.45% rate
6.2% rate
per year
per year
Benefits [Insurance]
Health
Dental
Vision
Life
Disability
Insurance Benefits Cost
Benefits [Mandated]
Workers' Compensation
Social Security
Medicare
Unemployment Insurance
FUTA Tax
Mandated Benefits Cost
Work/Life
Payroll/HR Services
Employee Assistance Program
Tuition Reimbursement
Professional Development
Total Work/Life
Office Tools and Allowances
Annual Allowance for Cellphone
Total Tools and Allowances per Year
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
$6,113.20
$1,429.70
$434.00
$42.00
$8,018.90
$587.52
Included
$-
$1,250.00
$1,837.52
per year
per year
per year
per year
per year
$840.00
$840.00
$98,600.00
$4,007.16
$8,018.90
$1,837.52
$840.00
$113,303.58
per year
per year
per year
per year
per year
per year
per year
per year
Page 8 of 16
19
Oakland Venue Management Management Contract Amendment 11/19/15
PROGRAM DIRECTOR
Compensation
Annual Salary
Commission
Overtime Pay
401 K
Bonus
Total Compensation
Benefits [Insurance]
Health
Dental
Vision
Life
Disability
Insurance Benefits Cost
Benefits [Mandated]
Workers' Compensation
Social Security
Medicare
Unemployment Insurance
FUTA Tax
Mandated Benefits Cost
Work/Life
Payroll/HR Services
Employee Assistance Program
Tuition Reimbursement
Professional Development
Total Work/Life
Office Tools and Allowances
Annual Allowance for Cellphone
Total Tools and Allowances per Year
$80,000.00
$-
$-
$3,200.00
$9,600.00
$92,800.00
per year
per year
per year
up to 4% rate
Up to 12% rate
per year
$213.40
$12.88
$4.60
$-
$-
$2,770.56
per month
per month
per month
per month
per month
per year
.69 % rate
6.2 % rate
1.45% rate
6.2% rate
per year
per year
$5,753.60
$1,345.60
$434.00
$42.00
$7,575.20
$587.52
Included
$-
$1,250.00
$1,837.52
$840.00
$840.00
per year
per year
per year
per year
per year
per year
per year
$92,800.00
$2,770.56
$7,575.20
$1,837.52
$840.00
$105,823.28
per year
per year
per year
per year
per year
per year
Summary
Compensation
Benefits - Insurance
Benefits - Mandated
Work Life
Office Tools
TOTAL EMPLOYEE EXPENSE
Page 9 of 16
20
Oakland Venue Management Management Contract Amendment 11/19/15
OPERATIONS DIRECTOR
Compensation
Annual Salary
Commission
Overtime Pay
401 K
Bonus
Total Compensation
$75,000.00
$-
$-
$3,000.00
$7,500.00
$85,500.00
per year
per year
per year
Up to 4% rate
Up to 10% rate
per year
$-
$-
$-
$-
$-
$-
per month
per month
per month
per month
per month
per year
Benefits [Mandated]
Workers' Compensation
Social Security
Medicare
Unemployment Insurance
FUTA Tax
Mandated Benefits Cost
$517.50
$5,301.00
$1,239.75
$434.00
$42.00
$7,534.25
.69 % rate
6.2 % rate
1.45% rate
6.2% rate
per year
per year
Work/Life
Payroll/HR Services
Employee Assistance Program
Tuition Reimbursement
Professional Development
Total Work/Life
$587.52
Included
$-
$1,250.00
$1,837.52
per year
per year
per year
per year
per year
$840.00
$840.00
$85,500.00
$-
$7,534.25
$1,837.52
$840.00
$95,711.77
per year
per year
per year
per year
per year
per year
per year
per year
Benefits [Insurance]
Health
Dental
Vision
Life
Disability
Insurance Benefits Cost
Page 10 of 16
21
Oakland Venue Management Management Contract Amendment 11/19/15
ADMIN COORDINATOR
Compensation
Annual Salary
Commission
Overtime Pay
401 K
Bonus
Total Compensation
$41,600.00
$-
$-
$1,664.00
$43,264.00
FT $20/h
per year
per year
Up to 4% rate
Up to 5% rate
per year
Benefits [Insurance]
Health
Dental
Vision
Life
Disability
Insurance Benefits Cost
$200.00
$12.88
$4.60
$-
$-
$2,609.76
per month
per month
per month
per month
per month
per year
Benefits [Mandated]
Workers' Compensation
Social Security
Medicare
Unemployment Insurance
FUTA Tax
Mandated Benefits Cost
$287.04
$2,682.37
$627.33
$434.00
$42.00
$4,072.74
.69 % rate
6.2 % rate
1.45% rate
6.2% rate
per year
per year
Work/Life
Payroll/HR Services
Employee Assistance Program
Tuition Reimbursement
Professional Development
Total Work/Life
$587.52
Included
$-
$1,000.00
$1,587.52
per year
per year
per year
per year
per year
$840.00
$840.00
$43,264.00
$2,609.76
$4,072.74
$1,587.52
$840.00
$52,374.02
per year
per year
per year
per year
per year
per year
per year
per year
Page 11 of 16
22
Oakland Venue Management Management Contract Amendment 11/19/15
HORTICULTURALIST
Compensation
Annual Salary
Commission
Overtime Pay
401 K
Bonus
Total Compensation
$36,400.00
$-
$-
$1,456.00
$37,856.00
FT $17.50/h
per year
per year
Up to 4% rate
Up to 5% rate
per year
Benefits [Insurance]
Health
Dental
Vision
Life
Disability
Insurance Benefits Cost
$128.36
$12.88
$5.00
$-
$-
$1,754.88
per month
per month
per month
per month
per month
per year
Benefits [Mandated]
Workers' Compensation
Social Security
Medicare
Unemployment Insurance
FUTA Tax
Mandated Benefits Cost
$4,091.36
$2,347.07
$548.91
$434.00
$42.00
$7,463.34
11.24% rate
6.2 % rate
1.45% rate
6.2% rate
per year
per year
Work/Life
Payroll/HR Services
Employee Assistance Program
Tuition Reimbursement
Professional Development
Total Work/Life
$587.52
Included
$-
$500.00
$1,087.52
per year
per year
per year
per year
per year
$840.00
$840.00
$37,856.00
$1,754.88
$7,463.34
$1,087.52
$840.00
$49,001.74
per year
per year
per year
per year
per year
per year
per year
per year
Page 12 of 16
23
Oakland Venue Management Management Contract Amendment 11/19/15
Base Salaries
Executive Director
Revenue
10,000,000
5,000,000
1,000,000
ORGANIZATION DATA:
Area:
Industry:
Codes:
Size (Revenue):
eDOT:189.117-026
SOC: 111011
10th Percentile
Survey Mean
90th Percentile
$140,005.00
$290,178.00
$485,981.00
$121,479.00
$250,013.00
$418,344.00
$86,633.00
$178,864.00
$297,514.00
Oakland, California
General Business Support
eSIC: 7389, NAICS: 561920, usSEC: 7389
$1,000,000.00
Planning Date:
15-Sep-15
1-Apr-15
13863
Salary Graph
$600,000.00
$500,000.00
Salary
$400,000.00
Series1
$300,000.00
Series2
Series3
$200,000.00
$100,000.00
$0.00
Series1
$140,005.00
$290,178.00
$485,981.00
Series2
$121,479.00
$250,013.00
$418,344.00
Series3
$86,633.00
$178,864.00
$297,514.00
Percentiles
Page 13 of 16
24
Oakland Venue Management Management Contract Amendment 11/19/15
PROGRAM DIRECTOR
Program Director
Years Of Experience
18
9
1
ORGANIZATION DATA:
Area:
Industry:
Codes:
Size:
eDOT:169.167-004
SOC: 113011
ERI: 1643
10th Percentile
Survey Mean
90th Percentile
$105,722.00
$126,856.00
$149,893.00
$88,023.00
$106,351.00
$126,290.00
$67,822.00
$82,611.00
$98,858.00
Oakland, California
General Business Support
eSIC: 7389, NAICS: 561920, usSEC: 7389
(Data reported by years of experience)
Planning Date:
15-Sep-15
1-Apr-15
13863
Salary Graph
$160,000.00
$140,000.00
Salary
$120,000.00
$100,000.00
Series1
$80,000.00
Series2
Series3
$60,000.00
$40,000.00
$20,000.00
$0.00
Series1
$105,722.00
$126,856.00
$149,893.00
Series2
$88,023.00
$106,351.00
$126,290.00
Series3
$67,822.00
$82,611.00
$98,858.00
Percentiles
Page 14 of 16
25
Oakland Venue Management Management Contract Amendment 11/19/15
OPERATIONS DIRECTOR
Operations Director
Years Of Experience
14
7
1
ORGANIZATION DATA:
Area:
Industry:
Codes:
Size:
eDOT:189.167-022
SOC: 111021
ERI: 52
10th Percentile
Survey Mean
90th Percentile
$116,016.00
$141,941.00
$169,100.00
$95,598.00
$117,860.00
$142,368.00
$75,839.00
$94,436.00
$114,894.00
Oakland, California
General Business Support
eSIC: 7389, NAICS: 561920, usSEC: 7389
(Data reported by years of experience)
Planning Date:
15-Sep-15
1-Apr-15
13863
Salary Graph
$180,000.00
$160,000.00
$140,000.00
Salary
$120,000.00
$100,000.00
Series1
$80,000.00
Series2
Series3
$60,000.00
$40,000.00
$20,000.00
$0.00
Series1
$116,016.00
$141,941.00
$169,100.00
Series2
$95,598.00
$117,860.00
$142,368.00
Series3
$75,839.00
$94,436.00
$114,894.00
Percentiles
Page 15 of 16
26
Oakland Venue Management Management Contract Amendment 11/19/15
ADMINISTRATIVE COORDINATOR
Admin Coordinator
Years Of Experience
eDOT:165.167-040
10th Percentile
16
8
1
ORGANIZATION DATA:
Area:
Industry:
Codes:
Size:
$31.12
$26.03
$17.64
SOC: 131161
ERI: 3322
Survey Mean
90th Percentile
$37.81
$45.24
$31.44
$37.66
$22.21
$26.33
Oakland, California
General Business Support
eSIC: 7389, NAICS: 561920, usSEC: 7389
(Data reported by years of experience)
Planning Date:
15-Sep-15
1-Apr-15
13863
Salary Graph
$50.00
$45.00
$40.00
Salary
$35.00
$30.00
Series1
$25.00
Series2
$20.00
Series3
$15.00
$10.00
$5.00
$0.00
Series1
$31.12
$37.81
$45.24
Series2
$26.03
$31.44
$37.66
Series3
$17.64
$22.21
$26.33
Percentiles
Page 16 of 16
27
Advertisement. The appropriate CBD shall advertise the RFP on its website for at least 10 calendar
days before the due date for bids, have copies of RFPs available at its administrative offices, and
provide a copy of the RFP to the City of Oakland for its possible referral of the contracting
opportunity to local Oakland vendors or consultants. The appropriate CBD will make reasonable
efforts to advertise Standard Bidding RFPs on other websites, such as industry association websites,
to seek qualified applicants. The RFP will provide a clear and accurate description of the service or
good desired, including the range of acceptable standards or minimum acceptable standards.
b.
Qualifications. The CBD shall determine the necessary qualifications for a successful bid, and
evaluate and weigh bids based on those criteria. This may include consideration of the quality of the
performance to be provided by the bidder; the ability, capacity and skill of the bidder; the ability of
the bidder to perform promptly; the character, integrity, reputation, judgment, experience and
efficiency of the bidder; the environmental impact of the proposed service or good; the quality of
bidders performance on previous contracts with the CBD; and the ability of the bidder to provide
future services. The CBD may waive informalities or minor irregularities in any Standard Bids.
c.
Requirement to Bid Contracts. All Major Contracts must be put to bid every three years. The CBD
may choose to waive this requirement and/or extend existing contracts beyond the 3-year limit with
Board approval, which approval shall be obtained annually for every year extended beyond the 3year limit. Such Board approval must be accompanied by written justification for the extension,
including why the extension maximizes value to the CBD.
4. Alternative Procedures
The CBDs may use Alternative Procedures for any contract not subject to the Standard Bidding Procedures, above.
Alternative Procedures may include an informal cost/price analysis; selecting a vendor offering the best
combination of quality, service and price for the specific need; and verbal or written bids, or price lists on
websites or catalogues. Reasonable efforts shall be made to ensure fair and competitive pricing.
5. Non-Competitive Vendor Selection
Notwithstanding the previous sections, a CBD may choose not to competitively bid a contract where there is
insufficient time to conduct a competitive source selection due to the extreme urgency of the requirement, in
which case the CBD shall only contract for the goods or services subject to that extreme urgency. The CBD shall
provide a detailed narrative justification for any non-competitive vendor selection.
28
6. Records.
Records regarding the Standard Bidding and Alternative Procedures shall be kept as required for all records of the
CBDs, in accordance with the requirements of the Disbursement Agreement.
29
February 26, 2015
Board of Directors
Downtown Oakland Association and Lake Merritt/Uptown Association
Re:
Recommendation to Waive Three Year Bidding Requirement for Oakland Venue Management
Martin Ward
Board Member, Downtown Oakland Association
30
Projects COMPLETED
Media Inquiries/Pitches:
Goal: To collaborate with incoming new & existing businesses to maximize impressions of business growth within the CBDs:
Press release drafted/distributed: Lake Merritt/Uptown & Downtown Oakland Record 592,000 Square Feet of New
Leases in Third Quarter on November 10, 2015
o The Registry Oakland Records 592,000 Square Feet of New Leases in Third Quarter ran on 11/10/15: http://
news.theregistrysf.com/oakland-records-592000-square-feet-of-new-leases-in-third-quarter/
o Summary posted to Oakland Focus Blog 11/10/15: http://oaklandfocus.blogspot.com/2015/11/
downtownuptown-oakland-cbds-record-over.html received 46 page views
o Summary posted to the Oakland Business Blog, received 10 page views
o Received a request from Bisnow for photos of properties mentioned in the release for a write-up. Coordinated
with members of the Broker Focus Group to obtain photos and send to the reporter awaiting clip.
o Received a request from Globest.com for an exclusive quote from Deborah Boyer re: new businesses within
the CBDs. Crafted quote, received Deborahs approval and provided the quote to Globest.com. Awaiting clip.
o Provided release/Registry Clip to Visit Oakland for their Oakland Daily News circulation
Oakland Business Blog: http://oaklandbusiness.blogspot.com/ was developed by Gallen.Neilly and is updated 1-2 times
per week with positive business stories within the CBDs. Recent blogs include:
o 11/10/15: Lake Merritt/Uptown & Downtown Oakland Record Over 592,000 sf of New Transactions in the Third
Quarter
o 11/5/15: Qulture Collective, A Queer Community Space, Now Open
o 10/29/15: Repair Revolution in Oakland
o 10/19/15: Recent Oakland Food News
o 10/13/15: Moves from San Francisco to Oakland
o 10/8/15: Want to Move Your Business to Oakland?
o 9/30/15: The Town Kitchen: Great Food. Great Jobs. Stronger Community.
Business Profiles: Gallen.Neilly is continuing to reach out to business owners within the CBDs to interview & create
business profile stories on them. These business profiles are being used to pitch to the media, send to Hank Masler at
the Oakland Chamber for the Oakland Business Review and to be included in the Oakland Business Blog.
o Qulture Collective profile/media clipping collaboration was posted to the blog (see above) and Tweeted,
Facebooked, etc.
o The Town Kitchen business profile was posted to the blog and then Tweeted on the Gallen.Neilly Twitter & the
Lake Merritt/Uptown Twitter & Facebook and also retweeted by The Town Kitchen. (Tweets were sent to over
6,100 followers)
Press release drafted/distributed: Oakland Central Presents the Heart of Oakland to the World on September 9, 2015
o Summary posted to Oakland Business Blog: http://oaklandbusiness.blogspot.com/ 9/21/15
Received 45 page views on the Oakland Business Blog
Tweeted to Gallen.Neillys 440 followers (includes media), Uptowns 4,772 followers & Downtowns
5,387 followers
Summary posted to Oakland Focus Blog 9/29/15: oaklandfocus.blogspot.com
Various Patch.com summary posts throughout September:
Alameda: http://patch.com/california/alameda/oakland-central-campaign-present-heart-
!
2440 Camino Ramon, Suite 280 San Ramon, CA 94583 (925) 930-9848 www.gallen.com
31
oakland-world-0
Albany: http://patch.com/california/albany/oakland-central-campaign-present-heart-oaklandworld-0
Berkeley: http://patch.com/california/berkeley/oakland-central-campaign-present-heartoakland-world-0
Piedmont: http://patch.com/california/piedmont/oakland-central-campaign-present-heartoakland-world-0
Rockridge: http://patch.com/california/rockridge/oakland-central-campaign-present-heartoakland-world-0
Gallen.Neilly to a request from The Registry for a CBD-specific quote regarding new businesses moving to Downtown.
Crafted a quote from Steve Snider, received Steves edits & the provided it to the reporter. Clip resulted: http://
news.theregistrysf.com/sierra-club-move-to-lake-merritt-punctuates-san-francisco-to-oaktown-relocation-trend/
Gallen.Neilly also responded to KQEDs request for comment on Ubers move (again, too early for us to comment.)
Gallen.Neilly responded to a request from Oakland North on September 14 re: information regarding Oaklands new
minimum wage increase (after 6 months of implementation) we spoke to the reporter and explained what the CBDs do
and that it may be better for him to speak to someone at the Chamber of Commerce.
Gallen.Neilly worked with Steve Snider & SFGate on September 9 regarding an article honoring Peter Van Kleef.
(SFGate also spelled Steves name incorrectly, so we contacted them to have in corrected ASAP.)
Gallen.Neilly had our regular monthly call with CBD staff on September 2 re: current projects & upcoming things to have
on our PR radar.
weekly basis - Social Media (Twitter, Facebook, LinkedIn Oakland Groups page)
CBD Monthly E-blast: Gathered content ideas each month for E-Blasts that are distributed to the CBDs lists. (Ongoing)
Projects UNDERWAY
Media Inquiries/Pitches:
!
2440 Camino Ramon, Suite 280 San Ramon, CA 94583 (925) 930-9848 www.gallen.com
32
Working with CBD staff re: Top 5 within the CBDs lists (for possible features with Bisnow)
Continuing to include the Oakland Central branding campaign through our PR messaging and discuss with reporters as
opportunities arise.
Business Profile Pitches: Gallen.Neilly will be working throughout 2015/2016, to highlight businesses, businesses owners,
offices and office workers within the CBDs Emphasis on these profiles will be to promote thriving businesses, show that
Oakland is a SOLID place to do businesses, economy is thriving in Oakland & that Oakland would be a great place for
others to move their office/business to.
Oakland Business Blog: Gallen.Neilly will continue to feed the blog with both written & curated stories and pitch the blog
to the media and others continuously.
Other:
!
2440 Camino Ramon, Suite 280 San Ramon, CA 94583 (925) 930-9848 www.gallen.com