LMU Board Meeting October 3, 2013 Agenda Packet

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    L A K E M E R R I T T / U P T O W N C O M M U N I T Y B E N E F I T D I S T R I C T

    388 19th Street Oakland, California 94612

    Phone 510.452.4529 Fax 510.452.4530 [email protected] www.lakemerritt-uptown.org

    Lake Merritt/Uptown District Association - Board of Directors Meeting

    Thursday, October 3, 2013 - 8:30 A.M.

    Kaiser Center 2nd Floor Conference Room 203 - 300 Lakeside Drive

    Agenda

    1. Call to order, Deborah Boyer

    2. Public comment and announcements

    3. Approval of the minutes of August 8, 2013 Action Item

    4. Financial Report Action Item

    5. Approval of Proposed 2014 Budget to be included in Annual Report Action Item

    6. Board elections

    a. Review of open seats and nominees

    b. Approval of property owner nominees Action Item

    c. Approval of business tenant nominees Action Item

    d. Approval of nominations solicited from the floor Action Item

    7. Nominations of officers for the coming year

    a. President Action Item

    b. Vice President Action Item

    c. Secretary Action Item

    d. Treasurer Action Item

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    BROWN ACT:

    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 LakeMerritt/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.

    8. SOBO Updates Andrew Jones

    a. Request funding for Harrison Street median Action Item

    9. DISI Updates Steve Snider

    a. Gallen.Neilly & Associates public relations report Nancy Amaral

    10. Other

    11. Next meeting date: December 5, 2013

    12. Adjournment

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    L A K E M E R R I T T / U P T O W N C O M M U N I T Y B E N E F I T D I S T R I C T

    388 19th Street Oakland, California 94612Phone 510.452.4529 Fax 510.452.4530 [email protected] www.lakemerritt-uptown.org

    Lake Merritt/Uptown District Association Board of Directors Meeting

    Minutes of August 8th, 2013 - 8:30 a.m.

    Kaiser Center 2nd floor Conference Room, 300 Lakeside Drive

    Present: Deborah Boyer, Chris Curtis, Lorie Alemania, Michelle Lane, Lucinda Alipio, LaurieCooperman-Rosen, Andrea Kirkpatrick, Steven Douglas, Don Rogers, Nola Montgomery

    Excused Absence: Indrajit Obeysekere, Mike Brown, Mike Huaco, CJ Hirschfield

    Staff: Steve Snider/District Manager, Andrew Jones/District Services Coordinator, ToriDecker/Office and Operations Manger, Fiona Simms/Administrative Assistant

    PR Consultants: Nancy Amaral/Gallen.Neilly

    Discussions held and decisions made by the Board of Directors

    SUBJECT DISCUSSION ACTION?

    Call to Order-

    Deborah Boyer, President

    Deborah Boyer, the President, called the meetingto order at 8:36 a.m. and introductions weremade.

    No action required.

    Public comment and

    announcements

    Lucinda announced that this year is theCathedral of Christ the Lights 5th anniversary andto celebrate the Cathedral will be hosting severalevents including the annual Twilight by the Lakemixer series on the third Thursdays of August,September, and October.

    Laurie announced that there is a new cafopening in her building.

    No action required.

    Approval of the minutes of

    May 2, 2013

    The minutes of May 2, 2013 meeting werepresented for review.

    Deborah moved and

    Steven seconded the

    motion to approve the

    financial reports.Financial Report

    a. Inclusion of assessment

    increase in annual report

    Tori explained that our total income YTD is$1,206,699.20, which, less the reserve of$85,882.04, leaves total cash available of$1,120,817.16. To date the DISI committee hasexpended $33,273.98, the SOBO committee hasexpended $438,696.64, and the ORG committeehas expended $129,506.52. Total expenses todate are $601,477.14 which leaves $519,340.02cash remaining. Tori noted that all committeeexpenses are under budget.

    Andrea moved and

    Nola seconded the

    motion to approve the

    financial report as

    presented. The motion

    was approved

    unanimously.

    Deborah moved and

    Don seconded the

    motion to request an

    2

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    Tori presented a draft 2014 budget for review aswell as a 2015 budget comparison spreadsheet

    to illustrate the potential loss in services if incomewere to remain unchanged.

    Tori reported that our annual report is due to theCity of Oakland by September 1st and mustinclude a proposed 2014 budget and a requestfor an assessment increase, if one is desired. TheOrganization Committee has reviewed the issueand has recommended that the LMUDA pursue a2.9% assessment increase. Andrew reviewed the

    process by which we request an increase, and

    Deborah noted that we implemented anincrease of 2.9% last year. Andrew explained thatwe have been able to increase district servicesbecause of the substantial carry forward wehave had due to planned projects that were notcompleted. Now that we have developed aworking relationship with the city, we haveexpended all of our excess funds and cannotmaintain all of our programs and projects withinour current budget. There was some discussion ofreducing services, which most were against.There was much discussion of fundraising andother sources of income, and it was noted that

    staff consistently pursues grants. Possible sourcesof funding discussed include a program thatallows individuals to adopt a hanging plant, ormedian, and selling the advertising space on theBig Belly trash compactors. It was also noted thatwe are still owed assessment money fromCaltrans. Lorie noted that if we are to pursue anassessment increase, there should be acommitment to fundraising. Andrea noted thatthere should also be a conservation of funds fromthe committees.

    assessment increase of

    2.9% to be implemented

    in the 2014-2015 tax

    year.

    SOBO Updates Andrew

    Jones

    Andrew updated the board on the status of our

    relationship with the Oakland Police Department.He noted that they have restructured from 2areas into 5 areas, each with a dedicatedcaptain. He reviewed recent arrests that involvedambassador assistance.

    Andrew reviewed the CCTV program and notedthat we have installed the cameras at the firstsite, 1330 Broadway. He noted that the digitalrecordings are mobile, and highly regulated. Onlythe property owner and select CBD staff haveaccess. OPD will have access to pertinent

    3

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    recordings at the discretion of CBD staff. Loriestated that the city has received a grant fromHomeland Security for a camera system

    downtown. Andrew reported that he has not yetbeen contacted by anyone In the city.

    Andrew reported that the new Big Belly Solartrash compactors are operating well. He alsonoted that the hanging plant baskets aresuffering from an aphid infestation and varyingmicroclimates. In addition to addressing thoseproblems, staff is still working to dial in thewatering schedule. Toussaint Jahi, the landscaperhired by Peralta Service Corporation as outlined

    in the 2013 contract, has been addressing these

    problems.

    Andrew announced that the soft opening of thenew public space at Latham Square is scheduledfor August 16th. Andrew also reported that thecity has revoked the Franklin Square minorencroachment permit, pending a hearing. Thedistricts have asked for the minor encroachmentpermit and have plans to landscape andprogram the space.

    DISI Updates Steve Snider

    a. Gallen.Neilly & Associates

    Report

    Steve reported on the various activities of the DISIcommittee. He noted that the focus of the year

    has been stakeholder outreach. Staff will bemailing out the Annual Report along with asurvey targeted to property owners. DISI will alsobe working on the branding and programming ofLatham Square and the Holiday ShoppingCampaign. Steve also reported that the DISIcommittee has sponsored two events so far, Art +Soul and Love Your Lake Day.

    Nancy reported that the districts were featuredas IDAs Downtown of the Month and havesubmitted for the annual IDA awards She also

    mentioned that Gallen.Neilly & Associatesdistributed a press release for the Latham Squareopening and has fielded media inquiries from theOakland Tribune and the SF Chronicle. Sheoutlined a new online calendar that tracksannual events in the districts as well as editorialdeadlines. She noted their continued work onFacebook, Twitter and the monthly emailnewsletter, as well as the Broker Focus meetingthat is scheduled for September.

    Adoption of graphic identity

    program

    Staff presented the graphic identity program andnoted that DISI has reviewed and recommended

    Deborah moved and

    Lorie seconded the

    4

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    that the board adopt the new program. Therewas discussion of adopting one new joint logoinstead of merging the two logos into a single

    brand. It was decided that the logos should stayseparate in case the district choose to separate.There was discussion of transitioning away fromusing the logos in all of the branding.

    motion to adopt the

    graphic identity

    program. The motion

    was approvedunanimously.

    Approval of committee

    purpose statements

    a. Organization Committee

    b. SOBO Committee

    c. DISI Committee

    Andrew reviewed the ORG retreat and theintention behind drafting new purposestatements. The board reviewed the newpurpose statements.

    Laurie moved and

    Steven seconded the

    motion to approve the

    committee purpose

    statements. The motion

    was approved

    unanimously.

    Other Deborah noted that the next board meeting is

    the annual nominations meetings. She asked thatthe board consider potential new members andalso noted that though she enjoys her position asboard president, she is happy to make room forothers to participate at that level.

    Laurie asked if merchants can participate on theboard, to which staff replied that merchant andtenant participation is encouraged.

    Andrew noted that it is extremely important thatall board members are participatory and attendall meetings. If the size of the board is increased,

    quorum is increased.Next Board meeting October 3, 2013, Nominations Meeting

    Adjournment The meeting was adjourned at 9:52 a.m.

    Minutes taken by: Fiona Simms, Administrative Assistant

    5

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    LakeMerritt/UpownDistrict

    Association

    YTDCashSummary-Septem

    ber2013

    YTDBudget

    Actual

    Annual

    Budget

    CashAvailable

    Total

    $1,1

    82,6

    99.0

    4

    $1,3

    55,8

    67.2

    2

    $1,182,6

    99.0

    4

    LessReserve

    $85,8

    82.0

    4

    $85,8

    82.0

    4

    $85,8

    82.0

    4

    TotalCashAvailable

    $1,0

    96,8

    17.0

    0

    $1,2

    69,9

    85.1

    8

    $1,096,8

    17.0

    0

    Expenses

    DISI

    $58,1

    24.9

    8

    $36,1

    11.4

    8

    $77,5

    00.0

    0

    ORG

    $168,2

    99.3

    0

    $160,5

    70.6

    1

    $216,1

    50.7

    1

    SOBO

    $602,3

    74.7

    3

    $557,9

    18.1

    8

    $803,1

    66.2

    9

    TotalExpenses

    $828,7

    99.0

    1

    $754,6

    00.2

    7

    $1,096,8

    17.0

    0PleaseSeeAttached

    PleaseSeeAttached

    Notes

    PleaseSeeAttached

    PleaseSeeAttached

    CashRemaining

    $268,0

    17.9

    9

    $515,3

    84.9

    1

    $0.0

    0

    6

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    CashBasis

    LakeMerrittUptownDistrictAssociation

    September2013Expenses

    Curr.Actu

    al

    Curr.Budget

    Curr.Variance

    Percent

    YTDActual

    YTDB

    udget

    YTDVariance

    Percent

    AnnualBudget

    VarianceExplanation

    EXPENSES

    BannerProgram

    0

    .00

    500.00

    -500.00

    0.0%

    1,228.08

    4

    ,500.00

    -3,271.92

    27.29%

    6,000.00Includesbann

    ermaintenance.DISIplanningtoimplement

    newbannerp

    rogrambeforeyearend.

    17

    .50

    875.00

    -857.50

    2.0%

    5,665.52

    7

    ,875.00

    -2,209.48

    71.94%

    10,500.00Includespaym

    entsfornewsletterandidentityprogram.

    0

    .00

    500.00

    -500.00

    0.0%

    0.00

    4

    ,500.00

    -4,500.00

    0.0%

    6,000.00Staffdevelopingmerchantsurveyfor2013

    Misc

    302

    .50

    166.67

    135.83

    181.5%

    302.50

    1

    ,499.99

    -1,197.49

    20.17%

    2,000.00

    PublicRelations

    1,250

    .00

    1,250.00

    0.00

    100.0%

    11,250.00

    11

    ,250.00

    0.00

    100.0%

    15,000.00

    PublicSpaceDevelopment

    0

    .00

    416.67

    -416.67

    0.0%

    907.35

    3

    ,749.99

    -2,842.64

    24.2%

    5,000.00Willbeexpen

    dedonFranklinSquareprogramming.

    1,570

    .00

    3,708.34

    -2,138.34

    42.34%

    19,353.45

    33

    ,374.98

    -14,021.53

    57.99%

    44,5

    00.0

    0

    SpecialEvents

    0

    .00

    750.00

    -750.00

    0.0%

    4,500.00

    6

    ,750.00

    -2,250.00

    66.67%

    9,000.00Includesspon

    sorshipofBiketoWorkDay,LoveOurLake,

    andArt&Soul.

    0

    .00

    1,666.67

    -1,666.67

    0.0%

    12,258.03

    14

    ,999.99

    -2,741.96

    81.72%

    20,000.00IncludesGWOandArtMurmursponsorshipandArt&Soul.

    HolidayEvent

    0

    .00

    333.33

    -333.33

    0.0%

    0.0

    3

    ,000.01

    -3,000.01

    0.0%

    4,000.0

    Marketingpla

    nbeingcreatedforDecemberevent.

    TotalSpecialEvents

    0

    .00

    2,750.00

    -2,750.00

    0.0%

    16,758.03

    24

    ,750.00

    -7,991.97

    67.71%

    33,000.00

    1,570

    .00

    6,458.34

    -4,888.34

    24.31%

    36,111.48

    58

    ,124.98

    -22,013.50

    62.13%

    77,5

    00.0

    0

    Non-personnelexpenses

    AccountingExpenses

    0

    .00

    541.67

    -541.67

    0.0%

    150.00

    4

    ,874.99

    -4,724.99

    3.08%

    6,500.00TaxestobefiledbyNovember15,2013.

    ComputerService&Support

    220

    .00

    83.33

    136.67

    264.01%

    1,439.75

    750.01

    689.74

    191.96%

    1,000.00Includesnew

    officecomputerandITsupport.

    Fees&Permits

    0

    .00

    100.00

    -100.00

    0.0%

    1,459.13

    900.00

    559.13

    162.13%

    1,200.00IncludesCDA

    andIDAmembership,submissionfeeforIDA

    DowntownLe

    adershipandManagementAward.

    Insurance

    Directors&Officers

    0

    .00

    0.00

    0.00

    0.0%

    1,258.00

    1

    ,258.00

    0.00

    100.0%

    1,258.00Paidinfull.W

    /inannualbudget.

    DISTRICTIDENTITY(DISI)

    Marketing

    Merchant/RetailSupport

    CBDSponsoredEvents

    TOTAL(DISI)

    DISIProjects

    FirstFriday

    TotalDISIProjects

    ORGANIZATION

    GeneralLiability

    0

    .00

    0.00

    0.00

    0.0%

    2,916.0

    2

    ,987.00

    -71.00

    97.62%

    2,987.0

    Paidinfull.W

    /inannualbudget.

    TotalInsurance

    0

    .00

    0.00

    0.00

    0.0%

    4,174.00

    4

    ,245.00

    -71.00

    98.33%

    4,2

    45.0

    0

    Misc

    0

    .00

    83.33

    -83.33

    0.0%

    511.02

    750.01

    -238.99

    68.14%

    1,000.00FilmingofOaklandStructuresBreakfast-MitchKapor.

    Occupancyexpenses

    Rent,parking,otheroccupancy

    1,701

    .97

    1,716.67

    -14.70

    99.14%

    15,237.92

    15

    ,449.99

    -212.07

    98.63%

    20,600.00

    TotalOccupancyexpenses

    1,701

    .97

    1,716.67

    -14.70

    99.14%

    15,237.92

    15

    ,449.99

    -212.07

    98.63%

    20,6

    00.0

    0

    Officefurniture&equipment

    107

    .52

    83.33

    24.19

    129.03%

    488.91

    750.01

    -261.10

    65.19%

    1,000.00

    Postage,shipping,delivery

    236

    .12

    41.67

    194.45

    566.64%

    292.38

    374.99

    -82.61

    77.97%

    500.00

    Printing&copying

    1,369

    .41

    208.33

    1,161.08

    657.33%

    2,575.99

    1

    ,875.01

    700.98

    137.39%

    2,500.00IncludesprintingofABMmaterials,annualnominations

    mailingands

    takeholdersurvey/annualreportmailing.

    Exceedsannualbudget.

    Supplies

    190

    .21

    291.67

    -101.46

    65.21%

    2,214.92

    2

    ,624.99

    -410.07

    84.38%

    3,500.00

    Telephone&telecommunications

    296

    .44

    208.33

    88.11

    142.29%

    1,914.01

    1

    ,875.01

    39.00

    102.08%

    2,500.00

    Includescost

    ofportingoverservicesfromAT&TtoComcast.

    TotalNon-personnelexpenses

    4,121

    .67

    3,358.33

    763.34

    122.73%

    30,458.03

    34

    ,470.01

    -4,011.98

    88.36%

    44,5

    45.0

    0

    ORG/SpecialProjects

    AnnualBreakfastMeeting

    0

    .00

    0.00

    0.00

    0.0%

    4,995.08

    4

    ,500.00

    495.08

    111.0%

    4,500.00Includescostsforcatering,awards,equipmentrentals,and

    videoproduction.Willincreaseallocationin2014budget.

    662

    .50

    166.67

    495.83

    397.49%

    678.51

    1

    ,499.99

    -821.48

    45.23%

    2,000.00

    0

    .00

    0.00

    0.00

    0.0%

    16,000.00

    16

    ,000.00

    0.00

    100.0%

    16,000.00SponsorshiprequestfulfilledinMay.

    TotalORG/SpecialProjects

    662

    .50

    166.67

    495.83

    397.49%

    21,673.59

    21

    ,999.99

    -326.40

    98.52%

    22,500.00

    BusinessAttractionandRetention

    Shuttle

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    CashBasis

    LakeMerrittUptownDistrictAssociation

    September2013Expenses

    Curr.Actu

    al

    Curr.Budget

    Curr.Variance

    Percent

    YTDActual

    YTDB

    udget

    YTDVariance

    Percent

    AnnualBudget

    VarianceExplanation

    Personnel&Related

    Consultants

    0

    .00

    333.33

    -333.33

    0.0%

    0.00

    3

    ,000.01

    -3,000.01

    0.0%

    4,000.00

    1,250

    .00

    1,250.00

    0.00

    100.0%

    11,250.00

    11

    ,250.00

    0.00

    100.0%

    15,000.00

    StaffPersonnel

    10,592

    .16

    10,592.14

    0.02

    100.0%

    95,329.44

    95329.29

    0.15

    100.0%

    127,105.71

    0

    .00

    250.00

    -250.00

    0.0%

    1,859.55

    2250

    -390.45

    82.65%

    3,000.00IncludesairfaretoIDAConferenceinNewYork.

    TotalPersonnel&Related

    11,842

    .16

    12,425.47

    -583.31

    95.31%

    108,438.99

    111

    ,829.30

    -3,390.31

    96.97%

    149,105.71

    16,626

    .33

    15,950.47

    675.86

    104.24%

    160,570.61

    168

    ,299.30

    -7,728.69

    95.41%

    216,1

    50.7

    1

    Maintenance

    22,000

    .00

    22,000.00

    0.00

    100.0%

    198,088.25

    198

    ,000.00

    88.25

    100.05%

    264,000.00Includespaym

    entofDec.2012invoice.

    MiscSOBOexpenses

    0

    .00

    336.83

    -336.83

    0.0%

    2,897.80

    3

    ,031.51

    -133.71

    95.59%

    4,042.00IncludespurchaseofnewRubbermaidcartsfor

    maintenance

    ambassadorteam.

    PROW

    Maintenance

    85

    .40

    4,166.42

    -4,081.02

    2.05%

    10,816.37

    37

    ,497.74

    -26,681.37

    28.85%

    49,997.00Includesfinal

    paymenttoTrimacsforBackofBARTproject

    andcostsassociatedwithreinstallationofhangingplants.

    ResidentialBeautification

    0

    .00

    333.33

    -333.33

    0.0%

    0.00

    3

    ,000.01

    -3,000.01

    0.0%

    4,000.00Noexpenses

    todate.SOBOisexploringoptions.

    Security

    37,316

    .18

    39,260.61

    -1,944.43

    95.05%

    346,115.76

    353

    ,345.46

    -7,229.70

    97.95%

    471,127.29Includespaym

    entofDec.2012invoice.

    0

    .00

    833.33

    -833.33

    0.0%

    0.00

    7

    ,500.01

    -7,500.01

    0.0%

    10,000.00Nochargesforwateringtodate.

    59,401

    .58

    66,930.52

    -7,528.94

    88.75%

    557,918.18

    602

    ,374.73

    -44,456.55

    92.62%

    803,1

    66.2

    9

    77,597

    .91

    89,339.33

    -11,741.42

    86.86%

    754,600.27

    828

    ,799.01

    -74,198.74

    91.05%

    1,0

    96,8

    17.0

    0

    SOBO

    TOTALSOBO

    PublicRelations

    TOTALEXPENSE

    TOTALORGANIZATION

    Watering

    Training&Prof.Develop.

    8

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    Lake Merritt/Uptown District Association

    Board of Directors

    Person Elected Property Representing Term Expiring

    1. Deborah Boyer Swig Co./Kaiser Center

    President

    2 years 2013

    Officer term 2013

    2. Chris Curtis Metrovation

    Vice President

    2 years 2013

    Officer term 2013

    3. Robert Wilkins YMCA

    Secretary

    2 years 2013

    Officer term 2013

    4. Indrajit Obeysekere Kaiser Foundation

    Treasurer

    2 years 2013

    Officer term 2013

    5. Nola Montgomery CIM Group 2 years 2014

    6. Andrea Kirkpatrick Swig Co./Kaiser Center 2 years 2014

    7. Tanicia Jackson with Tracy

    Sharp as designated

    alternate

    Brandywine 2 years - 2013

    8. Mike Brown Catholic Diocese 2 years - 2013

    9. Aliza Gallo with Keira

    Williams as designated

    alternate

    City of Oakland 2 years 2014

    12. Lorie Alemania Leamington 2 years - 2013

    13. Laurie Cooperman-Rosen Metro Estates 2 years - 2013

    14. Mike Huaco Kaiser Foundation 2 years - 2013

    15. Steve Douglas Douglas Properties 2 years 2014

    16. Michelle Lane with Lucinda

    Alipio as designated

    alternate

    The Cathedral of

    Christ the Light

    2 years- 2014

    17. Michelle Mansfield-Hicks Beacon Properties 2 years - 2013

    18. Don Rogers CIM Group 2 years 2014

    19. CJ Hirschfield Childrens Fairyland

    Community at Large Rep

    1 year - 2013

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    Gallen.Neilly August 13 / September 13 Activity Report

    To: The Lake Merritt/Uptown & Downtown Oakland District AssociationsFr: Tim Gallen, Andrew Neilly, Nancy Amaral

    Here is our summary report of August/September activity undertaken by Gallen.Neilly on behalf of the Lake Merritt/Uptown &Downtown Oakland Districts.

    Projects COMPLETED

    Press Releases:

    Latham Square Opening distributed to the media on 8/12/13o SF Streets Blog: Oaklands Latham Square: Plaza to the People ran on 9/5/13o BisNow (SF): Downtown Oakland Hits Another Milestone ran on 8/21/13o

    Bay Nature: Oakland experiments with giving walkers, bicyclists free rein ran on 8/20/13o Oakland Local: Latham Square marks Oaklands latest foray into pop-up public space ran on 8/19/13o KGO Radio: Latham Square (Radio Interview) ran on 8/14/13o Alameda Patch: Latham Square Opening posted on 8/13/13o The Registry: Latham Square in Oakland Opening ran on 8/12/13o SFGate: Oakland's Latham Square becomes pedestrian plaza ran on 8/12/13o Bay Area News Group: Oakland hopes Latham Square Plaza brings Uptown vibe to city center ran on

    8/2/13

    Media Inquiries/Pitches:

    Recd a request from Matthew Artz of the Oakland Tribune re: Latham Square revamp- facilitated phone interview w/

    Andrew Jones. Clip resulted. Coordinated with BisNow reporter & the districts re: Latham Square & other beautification projects. Clip resulted.

    Coordinated with SF Streets Blog reporter & the districts re: Latham Square and provided quote from Andrew Jones.Clip resulted.

    Created an online calendar for DISI committee use for planning re: editorial opps, advertising, events support, etc.

    Reviewed editorial calendars for upcoming opportunities

    International Downtown Association (IDA) Supplement for Oakland month of June 2013o International Downtown Association (IDA): June Downtown of the Month: The Downtown Oakland

    Association and Lake Merritt/Uptown District Association ran in June 2013o October/November press release issue on award.

    Other:

    Broker focus meeting took place Thursday, 9/19/13. We planned for the next new businesses within the districtsPR, etc. currently worked with Bill Nork of Cornish & Carey for recent lease details. Follow up notes/attachmentsincluded):

    o Meeting agenda, which includes active links to media clips and other resourceso Gallen.Neilly's 'New Business' press release draft formo A letter from the districts re: the vacant property/leasing database section on the district websiteso Link to more details on the Latham Square

    project: http://www2.oaklandnet.com/Government/o/PWA/o/EC/s/BicycleandPedestrianProgram/LSPP/index.htm

    Worked with Andrew Jones re: Latham Square opening plan

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    http://www2.oaklandnet.com/Government/o/PWA/o/EC/s/BicycleandPedestrianProgram/LSPP/index.htmhttp://www2.oaklandnet.com/Government/o/PWA/o/EC/s/BicycleandPedestrianProgram/LSPP/index.htmhttp://www2.oaklandnet.com/Government/o/PWA/o/EC/s/BicycleandPedestrianProgram/LSPP/index.htm
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    Met with District staff 8/2/13 (PR Task Force meeting) to plan priorities for the next few months.

    Reached out to Patrick Smith re: Umami Burger for further info to include in next new businesses release.Developed a template to use with future new businesses, as well.

    Submission of IDA Awards for the CBDs on 6/16.

    Compiled a report on businesses/restaurants opened in the districts from 2011 to 2012. Monitored & posted on activity feed for Uptown & Downtown Oakland on a weekly basis - Social Media (Twitter,

    Facebook, LinkedIn Oakland Groups page)

    CBD Monthly Eblast: Gathered content ideas each month for EBlasts that are distributed to the CBDs lists.(Ongoing)

    Gallen.Neilly attends all DISI and Board mtgs.

    Recent Clips

    Bay Area News Group: Oakland: Spreading the art around ran on 9/10/13

    SF Eater: Hopscotch's Kyle Itani and Jenny Schwarz ran on 9/6/13

    KQED Bay Area Bites: Oakland Social: Five Comfort Food Date Nights in Oakland ran on 9/6/13

    East Bay Express: A Destination Deli ran on 9/4/13

    Diablo Magazine: Weekly Dish: Rodney Worth Hits Primetime ran on 9/4/13

    7x7 Magazine: Oakland's Tribune Tavern Reenergizes Downtown with Artisan Food and Drinks ran on 8/27/13

    Bay Area News Group: Joyce Gordon a key thread in Oakland's art scene ran on 8/26/13

    Bay Area News Group: Tribune Tavern opens in downtown Oakland ran on 8/14/13

    SFGate: Oakland greets, Oakland Eats ran on 8/13/13

    SFGate: Oakland Social: Classic Cars West, the beginning of a benevolent empire Oakland Local ran on 8/9/14

    SFGate: Oakland's Art + Soul packs positive vibe ran on 8/4/13

    Projects UNDERWAY

    Press Releases:

    Plan in the works to announce IDA Award to the media, public, etc mileage!

    New Businesses within the Districts drafted in coordination with the broker focus group.

    Senior Task Force Media Push to be drafted

    Girls, Inc. PR to be drafted (?)

    Blasting photos of beautification projects to the media (BigBellies, hanging baskets, etc.)

    Media Inquiries/Pitches:

    Coordinate meet w/Susan Piperato (NREI)

    Good News Oakland/KGO follow-ups to be made to Sean Kennedy re: further initiatives to bring new businesses toOakland- possible to include/interview.

    Other:

    Revamping Oaklands Wikipedia (edited and provided feedback/updates to the Community Benefit Districts sectionon Wikipedia)

    District Tweet-of-the-Week, ongoing

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