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8/20/2019 SOBO January 6, 2016 Agenda Packet
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388 19th Street Oakland, California 94612
DOA Phone 510.238.1122 LMUDA Phone 510.452.4529 Fax 510.452.4530
[email protected] www.lakemerritt-uptown.org
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388 19th Street Oakland, California 94612
DOA Phone 510.238.1122 LMUDA Phone 510.452.4529 Fax [email protected] www.downtownoakland.org
[email protected] www.lakemerritt-uptown.org
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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 1,632.82 1,632.83 -0.01 100.0% 19,593.84 19,594.00 -0.16 100.0% 19,594.00 Will be fully expended in 2015.
Maintenance 23,555.55 18,540.00 5,015.55 127.05% 312,582.12 222,480.00 90,102.12 140.5% 222,480.00
Includes additional employee
compensation of $1,012.50.
Misc SOBO expenses 1,007.36 1,491.49 -484.13 67.54% 7,007.46 17,897.92 -10,890.46 39.15% 17,897.92
Includes costs associated with
reinstallation of art deco clock and
purchase of bike parts,supplies,
paint and uniforms.
PROW Maintenance 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.
Security 27,249.28 32,645.27 -5,395.99 83.47% 302,048.86 391,743.25 -89,694.39 77.1% 391,743.25
Includes additional employee
compensation of $4,512.50. Total
amabassador services exceed
contracted amount by $407.73.
Watering 0.00 1,471.75 -1,471.75 0.0% 870.00 17,661.00 -16,791.00 4.93% 17,661.00
Not expended fully in 2015 due to
staffing shortage.
Total SOBO 70,198.93 60,781.34 9,417.59 115.49% 669,601.88 729,376.17 -59,774.29 91.81% 729,376.17
LMUDA
SOBO Dec 15 Budget
$ Over
Budget
% of
Budget Jan - Dec 15 YTD Budget
$ Over
Budget
% of
Budget
Annual
Budget
Landscaping Staff Person 2,349.66 2,349.67 -0.01 100.0% 28,195.92 28,196.00 -0.08 100.0% 28,196.00 Will be fully expended in 2015.
Maintenance 29,636.45 22,887.59 6,748.86 129.49% 373,125.82 274,651.00 98,474.82 135.86% 274,651.00
Includes additional employee
compensation of $1,012.50.
Misc SOBO expenses 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
Includes the purchase of bike parts,
supplies, paint and uniforms.
PROW Maintenance 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.
Security 31,799.44 42,527.98 -10,728.54 74.77% 395,379.61 510,335.72 -114,956.11 77.47% 510,335.72
Includes additional employee
compensation of $4,512.50. Total
ambassador services came in
$16,481.29 under budget.
Watering 0.00 1,916.67 -1,916.67 0.0% 1,072.00 23,000.00 -21,928.00 4.66% 23,000.00
Not expended fully in 2015 due to
staffing shortage.
Total SOBO 90,667.27 78,356.22 12,311.05 115.71% 859,532.56 940,274.51 -80,741.95 91.41% 940,274.51
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OA PROW
rojects
Annual
Budget
YTD
Actual
Current Remaining
Funds
Anticipated Over/
Underspend Notes
anging Plants (Traditional) $9,100.00 $10,065.19 -$965.19 -$965.19 Actual cost may be greater as we are exploring a succulen
only basket for drought tolerance and to minimize
maintenance. If we adopt this model, the baskets will nee
be swapped out every 2 years as opposed to annually.
edian Maintenance $4,000.00 $3,780.00 $220.00 $220.00 Trimacs replant, irrigation maintenance, basic manageme
round Planter Maintenance $8,100.00 $1,195.65 $6,904.35 $6,904.35
21 planters: Include 3) seasonal change outs, and 3) inter
self watering systems - may still expend some or all of the
funds in 2015.
tility Box Wraps $7,200.00 $7,200.00 $0.00 $0.00
For the installation of art on three large boxes throughou
district - paid form 2015 fund and will be completed in ea
2016.
g Splash $2,000.00 $0.00 $2,000.00 $2,000.00
This would include the cost of paint and supplies to repai
light poles, utility boxes - was not completed in 2015.
tham Square Beautification $3,500.00 $0.00 $3,500.00 $3,500.00
Replacing chairs and table as needed, replanting the foun
as needed and special maintenace projects as needed -
project on hold due to construction.
tham Square Programming $2,500.00 $684.00 $1,816.00 $1,816.00
Purchase of chess boards, hiring musicians, art supplies e
project on hold due to construction.
ke Repair Stations $2,300.00 $0.00 $2,300.00 $2,300.00
Due to repeated theft of the tools attached to the station
we opted to not install additional units at this time.
ocal Security Network $2,000.00 $2,000.00 $0.00 $0.00 Annual subscription for the district's CWP
CTV System $3,000.00 $2,574.76 $425.24 $425.24 1 year of comcast service $3000.00
omeless Service Outreach $500.00 $0.00 $500.00 $500.00
Waiting until 2016 to produce brochures/printed materia
jointly with the TRUST Clinic opening at 13th and Franklin
IFI Network Development $15,000.00 $0.00 $15,000.00 $15,000.00 Research is still underway.
isc. $800.00 $0.00 $800.00 $800.00
$60,000.00 $27,499.60 $32,500.40 $32,500.40
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MUDA PROW
rojects
Annual
Budget
YTD
Actual
Current Remaining
Funds
Anticipated Over/
Underspend Notes
anging Plants (Traditional) $19,240.00 $20,136.81 -$896.81 -$896.81
Actual cost may be greater as we are exploring a succule
only basket for drought tolerance and to minimize
maintenance. If we adopt this model, the baskets will ne
be swapped out every 2 years as opposed to annually.
edian Maintenance $6,000.00 $8,724.28 -$2,724.28 -$2,724.28 Trimacs replant, irrigation maintenance, basic managem
round Planter Maintenance $9,450.00 $1,492.71 $7,957.29 $7,957.29
21 planters: Include 3) seasonal change outs, and 3) inte
self watering systems - may still expend some or all of th
funds in 2015.
g Splash $2,000.00 $0.00 $2,000.00 $2,000.00
This would include the cost of paint and supplies to repa
light poles, utility boxes - was not completed in 2015.
anklin Square Beautification $3,500.00 $6,711.53 -$3,211.53 -$3,211.53 Replacing chairs and table as needed, replanting the foun
anklin Square Programming $2,500.00 $0.00 $2,500.00 $2,500.00
There was no programming this year as we worked with
business owners to strategize approach.
ke Repair Stations $2,300.07 $0.00 $2,300.07 $2,300.07
Due to repeated theft of the tools attached to the station
opted to not install additional units at this time.ocal Security Network $2,000.00 $2,000.00 $0.00 $0.00 Annual subscription for the districts CWP
CTV System $3,000.00 $0.00 $3,000.00 $3,000.00 No buildings were identified in 2015.
omeless Service Outreach $500.00 $0.00 $500.00 $500.00
Waiting until 2016 to produce brochures/printed materia
jointly with the TRUST Clinic opening at 13th and Franklin
IFI Network Development $15,000.00 $0.00 $15,000.00 $15,000.00 Research is still underway.
$65,490.07 $39,065.33 $26,424.74 $26,424.74
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Copyright © 2002 – 2014 Block by Block. All rights reserved
1
New General Manager Recruitment Timeline andChecklist
Account – Downtown/Uptown Projected Start Date – Wednesday, January 6,
2016
8 Weeks from Start DateWeek Ending: November 7th, 2015
TASK Assigned To NOTES
General Manager position and budget approved by Board. Per Andrew Jones
Identify potential options for replacement. Derreck to ID
any possible internal candidates outside of Region 915,Daniela to ID inside Region.
Daniela/Derreck
To be completed by
Wednesday, November4th
Develop and Place Staff Recruitment Ad(s) AngiePay-rate listed in the70K+ range dependingon experience
Place Recruitment Ad on BBB Website, Craig’s List,Indeed and Career Builder
Angie Week of November 1st
Identify Interview Space Daniela Ambassador Offices
5-7 Weeks from Start DateWeek Ending: November 16-December 4th
TASK Assigned To NOTES
Collect Resumes/Applications Daniela
Conduct Telephone Interviews Daniela
Place 2nd Round of Recruitment Ads Angie Friday, December 4th
4 Weeks from Start Date
Week Ending: December 11thTASK Assigned To NOTES
Conduct Telephone Interviews and schedule 1st Interviews
DanielaMonday, December 7th to
Friday, December 11th
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Copyright © 2002 – 2014 Block by Block. All rights reserved
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Account – Downtown/Uptown Projected Start Date – Wednesday, January 6,2016
2-3 Weeks From Start DateWeek Ending: December 25t
TASK Assigned To Notes
Conduct 1st interviews DanielaMonday, December 21st to
Tuesday, December 22nd
Conduct 2nd interviewsDaniela &
Derreck
Tuesday, December 22nd
to Wednesday, December23rd
Place 3rd Round of Recruitment Ads (if Necessary) Angie December 21st
Place 4th Round of Recruitment Ads (if Necessary) Angie TBD
Administer Wonderlic evaluation and PC Skills assessment
to finalistsDaniela Wednesday, December 23rd
Review Wonderlic evaluation of GM finalists TBD
Conduct 3rd round of interviews with Andrew Jones/ToriDecker & Steve Snider Daniela
Date TBD based on district
schedule (Monday,December 28th and
Tuesday December 29th?)
Make Conditional Job Offers to Approved Candidate andforward offer letter
Daniela Date TBD
Schedule Orientation Training (Date Scheduled _______) Daniela Date TBD
Schedule Pre-Assign Training (Date Scheduled ___-____) Daniela Date TBD
Finalize Pre-assignment Training Curriculum BBB/DOA-
LMU
Customer involvement will
be centered around account
specific projects andinformation
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Copyright © 2002 – 2014 Block by Block. All rights reserved
3
Account – Downtown/Uptown Projected Start Date – Wednesday, January 6,
2016
DURING the FIRST WEEK OF SERVICEStart Date: January 6, 2016
TASK Assigned To Notes
Onsite to welcome new manager Daniela Wednesday, January 6th
Conduct Orientation Training (dependent on start date
and availability of selected candidate)
TBD
Deliver Pre-Assignment Training (Times 9:00 a.m. – 6:00p.m.) (Location TBD) (dependent on start date)
TBD
Order Uniform ShirtsMichelleAubrey
Create account access for selected General ManagerMichelle
Aubrey
Email AccountMichelleAubrey
Blockhead Central AccessMichelleAubrey
Cosgrove AccessMichelle
Aubrey
Valiant AccessMichelle
Aubrey
Quill AccessMichelle
Aubrey
Deliver Shift Briefings with new GM Ted/Daniela
Walk with GM ensuring their level of comfort and
understanding with the job and to meet stake holders
Daniela
Set up any meetings with district constituents to
introduce new general manager
Daniela &
Andrew
Go through reports with GM to ensure understanding Daniela
Go through Ambassador Training to ensure basicunderstanding
Daniela
Go through contract and schedule to ensure
understanding
Daniela
Within Thirty Days of Start Date
TASK Assigned To Notes
Make an announced and unannounced visit to evaluate
performance of manager and program
Daniela &
DerreckDates TBD
Follow up meeting with Andrew to go over performanceof manager and program
BBB/DOA/LMU
Date TBD
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Proposal
Date
12/10/2015
Proposal #
S16007
Name / Address
Downtown Oakland Association
Andrew Jones
Oakland, CA
Country Garden Nursery LLC
6275 NW Poverty Bend Rd.
McMinnville, OR 97128
Phone: 503-472-1351 Fax: 503-435-0846
Total
Item Description Qty U/M Rate Total
S-CA-20"SUN 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 onsucculents, sedums, etc--details to be determined by
Michael and Melissa for optimum drought
tolerance.
70 180.00 12,600.00
20" N-HD FRM 20" Heavy Duty basket frame w/ rigid hanger 70 40.00 2,800.00
20" BURPLAP ... 20" Burlap Plastiliner 70 8.00 560.00
$15,960.00
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Proposal
Date
12/10/2015
Proposal #
S16009
Name / Address
Lake Merritt Assn
Andrew Jones
Oakland, CA
Country Garden Nursery LLC
6275 NW Poverty Bend Rd.
McMinnville, OR 97128
Phone: 503-472-1351 Fax: 503-435-0846
Total
Item Description Qty U/M Rate Total
S-CA-20"SUN 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.
148 180.00 26,640.00
20" N-HD FRM 20" Heavy Duty basket frame w/ rigid hanger 148 40.00 5,920.00
20" BURPLAP ... 20" Burlap Plastiliner 148 8.00 1,184.00
$33,744.00
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Proposed 2016 Meeting Schedule
Month Meeting Date and time
J anuary ORG J anuary 11, 2016 - 9:00 a.m.
J oint Board J anuary 20, 2016 - 9:00 a.m.
February SOBO February 17, 2016 - 12:00 p.m.
DISI Febuary 25, 2016 - 11:00 a.m.
Policy and Planning TBDMarch LMU Board March 2, 2016 - 8:30 a.m.
DOA Board March 2, 2016 - 1:00 p.m.
pril SOBO April 20, 2016 - 12:00 p.m.
May LMU Board May 4, 2016 - 8:30 a.m.
DOA Board May 4, 2016 - 1:00 p.m.
DISI May 26, 2016 - 11:00 a.m.
Policy and Planning TBD
J une Annual Event TBD
J uly SOBO J uly 20, 2016 - 12:00 p.m.
ugust LMU Board August 3, 2016 - 8:30 a.m.
DOA Board August 3, 2016 - 1:00 p.m.
DISI August 25, 2016 - 11:00 a.m.
Policy and Planning TBD
September SOBO September 21, 2016 - 12:00 p.m.
October LMU Board October 5, 2016 - 8:30 a.m.
DOA Board October 5, 2016 - 1:00 a.m.
November SOBO November 16, 2016 - 12:00 p.m.
DISI **November 17, 2016 - 11:00 a.m.
Policy and Planning TBD
December LMU Board December 7, 2016 - 8:30 a.m.
DOA Board December 7, 2016 - 1:00 p.m.
** Adjusted for the holidays.
All committee dates are to be approved at the first committee meeting of the year.
The schedules are consistent with the 2015 schedule