388 19th Street  Oakland, California 94612

DOA Phone 510.238.1122  LMUDA Phone 510.452.4529  Fax 510.452.4530
info@downtownoakland.org  www.downtownoakland.org
info@lakemerritt-uptown.org  www.lakemerritt-uptown.org

2

388 19th Street  Oakland, California 94612
DOA Phone 510.238.1122  LMUDA Phone 510.452.4529  Fax 510.452.4530
info@downtownoakland.org  www.downtownoakland.org
info@lakemerritt-uptown.org  www.lakemerritt-uptown.org

3

4

YTD SOBO Budget
December 2015
DOA

Dec 15

Budget

$ Over
Budget

% of
Budget

Jan - Dec 15 YTD Budget

$ Over
Budget

% of
Budget

Annual
Budget

Notes

SOBO
Landscaping Staff Person
Maintenance

1,632.82

1,632.83

-0.01

100.0%

19,593.84

19,594.00

-0.16

100.0%

23,555.55

18,540.00

5,015.55

127.05%

312,582.12

222,480.00

90,102.12

140.5%

19,594.00 Will be fully expended in 2015.
Includes additional employee
222,480.00 compensation of $1,012.50.
Includes costs associated with
reinstallation of art deco clock and
purchase of bike parts,supplies,
paint and uniforms.

Misc SOBO expenses
PROW Maintenance

Security

Watering
Total SOBO

1,007.36

1,491.49

-484.13

67.54%

7,007.46

17,897.92

-10,890.46

39.15%

17,897.92

16,753.92

5,000.00

11,753.92

335.08%

27,499.60

60,000.00

-32,500.40

45.83%

60,000.00 See attached.

27,249.28

32,645.27

-5,395.99

83.47%

302,048.86

391,743.25

-89,694.39

77.1%

Includes additional employee
compensation of $4,512.50. Total
amabassador services exceed
391,743.25 contracted amount by $407.73.

0.00

1,471.75

-1,471.75

0.0%

870.00

17,661.00

-16,791.00

4.93%

Not expended fully in 2015 due to
17,661.00 staffing shortage.

70,198.93

60,781.34

9,417.59

115.49%

669,601.88

729,376.17

-59,774.29

91.81%

Dec 15

Budget

729,376.17

LMUDA
SOBO
Landscaping Staff Person
Maintenance

$ Over
Budget

% of
Budget

Jan - Dec 15 YTD Budget

$ Over
Budget

% of
Budget

2,349.66

2,349.67

-0.01

100.0%

28,195.92

28,196.00

-0.08

100.0%

29,636.45

22,887.59

6,748.86

129.49%

373,125.82

274,651.00

98,474.82

135.86%

Annual
Budget
28,196.00 Will be fully expended in 2015.
Includes additional employee
274,651.00 compensation of $1,012.50.
Includes the purchase of bike parts,
supplies, paint and uniforms.

Misc SOBO expenses
PROW Maintenance

Security

Watering

7,519.80

3,216.81

4,302.99

233.77%

22,693.88

38,601.72

-15,907.84

58.79%

38,601.72

19,361.92

5,457.50

13,904.42

354.78%

39,065.33

65,490.07

-26,424.74

59.65%

65,490.07 See attached.

42,527.98

-10,728.54

74.77%

395,379.61

510,335.72

-114,956.11

77.47%

0.00

1,916.67

-1,916.67

0.0%

1,072.00

23,000.00

-21,928.00

4.66%

Not expended fully in 2015 due to
23,000.00 staffing shortage.

90,667.27

78,356.22

12,311.05

115.71%

859,532.56

940,274.51

-80,741.95

91.41%

5

31,799.44

Includes additional employee
compensation of $4,512.50. Total
ambassador services came in
510,335.72 $16,481.29 under budget.

Total SOBO

940,274.51

DOA PROW
Projects
Hanging Plants (Traditional)

Annual
Budget
$9,100.00

YTD
Current Remaining
Actual
Funds
$10,065.19
-$965.19

Median Maintenance

$4,000.00

$3,780.00

$220.00

Ground Planter Maintenance

$8,100.00

$1,195.65

$6,904.35

$7,200.00

$7,200.00

$0.00

Big Splash

$2,000.00

$0.00

$2,000.00

Latham Square Beautification

$3,500.00

$0.00

$3,500.00

Latham Square Programming

$2,500.00

$684.00

$1,816.00

Bike Repair Stations
Local Security Network
CCTV System

$2,300.00
$2,000.00
$3,000.00

$0.00
$2,000.00
$2,574.76

$2,300.00
$0.00
$425.24

$500.00
$15,000.00
$800.00
$60,000.00

$0.00
$0.00
$0.00
$27,499.60

$500.00
$15,000.00
$800.00
$32,500.40

Homeless Service Outreach
WIFI Network Development
Misc.

$220.00 Trimacs replant, irrigation maintenance, basic management.
21 planters: Include 3) seasonal change outs, and 3) internal
self watering systems - may still expend some or all of these
$6,904.35 funds in 2015.
For the installation of art on three large boxes throughout the
district - paid form 2015 fund and will be completed in early
$0.00 2016.
This would include the cost of paint and supplies to repaint
$2,000.00 light poles, utility boxes - was not completed in 2015.
Replacing chairs and table as needed, replanting the fountain
as needed and special maintenace projects as needed $3,500.00 project on hold due to construction.
Purchase of chess boards, hiring musicians, art supplies etc. $1,816.00 project on hold due to construction.
Due to repeated theft of the tools attached to the stations,
$2,300.00 we opted to not install additional units at this time.
$0.00 Annual subscription for the district's CWP
$425.24 1 year of comcast service $3000.00
Waiting until 2016 to produce brochures/printed materials
$500.00 jointly with the TRUST Clinic opening at 13th and Franklin.
$15,000.00 Research is still underway.
$800.00
$32,500.40

6

Utility Box Wraps

Anticipated Over/
Underspend
Notes
-$965.19 Actual cost may be greater as we are exploring a succulent
only basket for drought tolerance and to minimize
maintenance. If we adopt this model, the baskets will need to
be swapped out every 2 years as opposed to annually.

LMUDA PROW

Projects
Hanging Plants (Traditional)

Annual
Budget
$19,240.00

YTD
Current Remaining Anticipated Over/
Actual
Funds
Underspend
$20,136.81
-$896.81
-$896.81

Notes
Actual cost may be greater as we are exploring a succulent
only basket for drought tolerance and to minimize
maintenance. If we adopt this model, the baskets will need to
be swapped out every 2 years as opposed to annually.

Median Maintenance

$6,000.00

$8,724.28

-$2,724.28

Ground Planter Maintenance

$9,450.00

$1,492.71

$7,957.29

-$2,724.28 Trimacs replant, irrigation maintenance, basic management.
21 planters: Include 3) seasonal change outs, and 3) internal
self watering systems - may still expend some or all of these
$7,957.29 funds in 2015.
This would include the cost of paint and supplies to repaint
$2,000.00 light poles, utility boxes - was not completed in 2015.

Big Splash

$2,000.00

$0.00

$2,000.00

Franklin Square Beautification

$3,500.00

$6,711.53

-$3,211.53

Franklin Square Programming

$2,500.00

$0.00

$2,500.00

-$3,211.53 Replacing chairs and table as needed, replanting the fountain,
There was no programming this year as we worked with
$2,500.00 business owners to strategize approach.

Bike Repair Stations
Local Security Network
CCTV System

$2,300.07
$2,000.00
$3,000.00

$0.00
$2,000.00
$0.00

$2,300.07
$0.00
$3,000.00

Due to repeated theft of the tools attached to the station, we
$2,300.07 opted to not install additional units at this time.
$0.00 Annual subscription for the districts CWP
$3,000.00 No buildings were identified in 2015.

Homeless Service Outreach
WIFI Network Development

$500.00
$15,000.00
$65,490.07

$0.00
$0.00
$39,065.33

$500.00
$15,000.00
$26,424.74

Waiting until 2016 to produce brochures/printed materials
$500.00 jointly with the TRUST Clinic opening at 13th and Franklin.
$15,000.00 Research is still underway.
$26,424.74

7

8

New General Manager Recruitment Timeline and
Checklist
Account – Downtown/Uptown
2016

Projected Start Date – Wednesday, January 6,

8 Weeks from Start Date
Week Ending: November 7th, 2015
TASK

Assigned To

General Manager position and budget approved by Board.
Identify potential options for replacement. Derreck to ID
any possible internal candidates outside of Region 915,
Daniela to ID inside Region.

Per Andrew Jones
Daniela/Derreck

Develop and Place Staff Recruitment Ad(s)

Angie

Place Recruitment Ad on BBB Website, Craig’s List,
Indeed and Career Builder

Angie

Identify Interview Space

NOTES

Daniela

To be completed by
Wednesday, November
4th
Pay-rate listed in the
70K+ range depending
on experience
Week of November 1st
Ambassador Offices

5-7 Weeks from Start Date

Week Ending: November 16-December 4th
TASK

Assigned To

Collect Resumes/Applications

Daniela

Conduct Telephone Interviews

Daniela

Place 2nd Round of Recruitment Ads

Angie

NOTES

Friday, December 4th

4 Weeks from Start Date
Week Ending: December 11th
TASK
Conduct Telephone Interviews and schedule 1st
Interviews

Assigned To
Daniela

NOTES
Monday, December 7th to
Friday, December 11th

1
Copyright © 2002 – 2014 Block by Block. All rights reserved

Account – Downtown/Uptown
2016

9

Projected Start Date – Wednesday, January 6,

2-3 Weeks From Start Date

Week Ending: December 25th
TASK
st

Assigned To

Conduct 1 interviews

Daniela

Conduct 2nd interviews

Daniela &
Derreck

Notes
Monday, December 21st to
Tuesday, December 22nd
Tuesday, December 22nd
to Wednesday, December
23rd

Place 3rd Round of Recruitment Ads (if Necessary)

Angie

December 21st

Place 4th Round of Recruitment Ads (if Necessary)

Angie

TBD

Daniela

Wednesday, December 23rd

Administer Wonderlic evaluation and PC Skills assessment
to finalists
Review Wonderlic evaluation of GM finalists

TBD

Conduct 3rd round of interviews with Andrew Jones/Tori
Decker & Steve Snider

Daniela

Date TBD based on district
schedule (Monday,
December 28th and
Tuesday December 29th?)

Make Conditional Job Offers to Approved Candidate and
forward offer letter

Daniela

Date TBD

Schedule Orientation Training (Date Scheduled _______)

Daniela

Date TBD

Schedule Pre-Assign Training (Date Scheduled ___-____)

Daniela

Date TBD

BBB/DOALMU

Customer involvement will
be centered around account
specific projects and
information

Finalize Pre-assignment Training Curriculum

2
Copyright © 2002 – 2014 Block by Block. All rights reserved

Account – Downtown/Uptown
2016

Projected Start Date – Wednesday, January
10 6,

DURING the FIRST WEEK OF SERVICE
Start Date: January 6, 2016
TASK
Onsite to welcome new manager
Conduct Orientation Training (dependent on start date
and availability of selected candidate)
Deliver Pre-Assignment Training (Times 9:00 a.m. – 6:00
p.m.) (Location TBD) (dependent on start date)
Order Uniform Shirts
Create account access for selected General Manager
Email Account
Blockhead Central Access
Cosgrove Access
Valiant Access
Quill Access
Deliver Shift Briefings with new GM
Walk with GM ensuring their level of comfort and
understanding with the job and to meet stake holders
Set up any meetings with district constituents to
introduce new general manager
Go through reports with GM to ensure understanding
Go through Ambassador Training to ensure basic
understanding
Go through contract and schedule to ensure
understanding

Assigned To
Daniela

Notes
Wednesday, January 6th

TBD
TBD
Michelle
Aubrey
Michelle
Aubrey
Michelle
Aubrey
Michelle
Aubrey
Michelle
Aubrey
Michelle
Aubrey
Michelle
Aubrey
Ted/Daniela
Daniela
Daniela &
Andrew
Daniela
Daniela
Daniela

Within Thirty Days of Start Date
TASK
Make an announced and unannounced visit to evaluate
performance of manager and program
Follow up meeting with Andrew to go over performance
of manager and program

Assigned To
Daniela &
Derreck
BBB/
DOA/LMU

3
Copyright © 2002 – 2014 Block by Block. All rights reserved

Notes
Dates TBD
Date TBD

11

Country Garden Nursery LLC

Proposal

6275 NW Poverty Bend Rd.
McMinnville, OR 97128
Phone: 503-472-1351 Fax: 503-435-0846

Date

Proposal #

12/10/2015

S16007

Name / Address
Downtown Oakland Association
Andrew Jones
Oakland, CA

Item
S-CA-20"SUN

20" N-HD FRM
20" BURPLAP ...

Description
CA 20"Sun- Succulent Basket planted in heavy
duty frame with rigid wire hanger. Includes delivery
to California. Basket is liner with plasticized burlap
for increased water conservation. Plant list based on
succulents, sedums, etc--details to be determined by
Michael and Melissa for optimum drought
tolerance.
20" Heavy Duty basket frame w/ rigid hanger
20" Burlap Plastiliner

Qty

U/M

Rate

Total

70

180.00

12,600.00

70
70

40.00
8.00

2,800.00
560.00

Total

$15,960.00

12

Country Garden Nursery LLC

Proposal

6275 NW Poverty Bend Rd.
McMinnville, OR 97128
Phone: 503-472-1351 Fax: 503-435-0846

Date

Proposal #

12/10/2015

S16009

Name / Address
Lake Merritt Assn
Andrew Jones
Oakland, CA

Item
S-CA-20"SUN

20" N-HD FRM
20" BURPLAP ...

Description
CA 20"Succulent/Drought Sun Basket planted in
heavy duty frame with rigid wire hanger. Includes
delivery to California. Basket is liner with
plasticized burlap for increased water conservation.
Plant list based on succulents, sedums, etc--details
to be determined by Michael and Melissa for
optimum drought tolerance.
20" Heavy Duty basket frame w/ rigid hanger
20" Burlap Plastiliner

Qty

U/M

Rate

Total

148

180.00

26,640.00

148
148

40.00
8.00

5,920.00
1,184.00

Total

$33,744.00

13

Proposed 2016 Meeting Schedule
Month

Meeting

Date and time

January

ORG

January 11, 2016 - 9:00 a.m.

Joint Board

January 20, 2016 - 9:00 a.m.

SOBO
DISI

February 17, 2016 - 12:00 p.m.

February

March
April
May

June
July
August

September
October
November

December

Policy and Planning
LMU Board

Febuary 25, 2016 - 11:00 a.m.
TBD
March 2, 2016 - 8:30 a.m.

DOA Board

March 2, 2016 - 1:00 p.m.

SOBO
LMU Board

April 20, 2016 - 12:00 p.m.

DOA Board

May 4, 2016 - 1:00 p.m.

DISI

May 26, 2016 - 11:00 a.m.

Policy and Planning
Annual Event

TBD

SOBO
LMU Board

July 20, 2016 - 12:00 p.m.

DOA Board

August 3, 2016 - 1:00 p.m.

DISI

August 25, 2016 - 11:00 a.m.

Policy and Planning

TBD

SOBO
LMU Board

September 21, 2016 - 12:00 p.m.

DOA Board

October 5, 2016 - 1:00 a.m.

SOBO
DISI

November 16, 2016 - 12:00 p.m.

Policy and Planning

TBD

LMU Board

December 7, 2016 - 8:30 a.m.

DOA Board

December 7, 2016 - 1:00 p.m.

May 4, 2016 - 8:30 a.m.

TBD
August 3, 2016 - 8:30 a.m.

October 5, 2016 - 8:30 a.m.

**November 17, 2016 - 11:00 a.m.

All committee dates are to be approved at the first committee meeting of the year.
The schedules are consistent with the 2015 schedule
** Adjusted for the holidays.

14

Related Interests