ORG January 11, 2016 Agenda Packet

REVISED
REVISED
REVISED
$729,376.17
SOBO
Cash Remaining
$0.00
$1,036,383.93
$233,468.21
ORG
Total Expenses
$73,539.55
$1,036,383.93
$0.00
$51,875.67
$1,088,259.60
YTD Budget
DISI
Expenses
Total Cash Available
Payments from Reserve
Less Reserve
Prior Year Reserve and Assessment Income
Cash Available
Downtown Oakland Association

YTD Cash Summary-December 2015
$121,663.30
$957,520.35
$669,601.88
$232,934.73
$54,983.74
$1,079,183.65
$14,615.25
$37,260.42
$1,131,059.32
Actual
Actual prior year reserve amount adjusted to

account for data entry error - increased by $207.24.
To date, we have collected $42,592.48 more than
budgeted.
Notes
$0.00
$1,036,383.93 Please see attached
$729,376.17 Please see attached
$1,036,383.93
$0.00
Includes hardship reimbursement for the First Church

of Christ, Scientist for $4,615.25 and fulfillment of B
Shuttle Sponsorship in the amount of $10,000.00 per
board recommendation.
$51,875.67 Please see below.
$1,088,259.60
Annual Budget
REVISED
4
0.00
83.33
0.00
0.00
0.00
250.00
250.00
Total ORG/Special Projects
83.33
5,349.06
4,207.25
166.67
0.00
-83.33
250.00
-1,141.81
-22.50
10.40
-144.35
54.47
41.67
250.00
291.67
208.33
Total Non-Personnel Expenses

ORG/Special Projects
Annual Breakfast Meeting
Business Attraction and Retention
Shuttle
-21.94
40.50
-243.47
0.00
0.00
-131.67
-416.58
-250.00
-16.67
-875.00
2,217.89
-416.67
-458.33
3,092.89
0.00
-211.63
-250.00
3,554.52
Curr. Var.
3,208.33
125.00
349.14
3,186.39
165.50
0.00
19.17
260.40
147.32
262.80
105.67
0.00
0.00
0.00
0.00
Rent
Office Furniture & Equipment
Organizational Expenses
Postage, Shipping & Delivery
Printing & Copying
Supplies
Telephone & Telecommunications
Misc.
166.67
416.58
250.00
41.67
875.00
6,128.30
35.00
0.00
Consulting & Legal Expenses
Fees & Permits

Insurance
Directors & Officers
General Liability
0.00
25.00
ORGANIZATION
Non-Personnel Expenses
Accounting Expenses
Computer Service & Support
0.00
8,346.19
416.67
458.33
0.00
0.00
Total Special Events

TOTAL DISI
5,253.30
8,346.19
1,250.00
1,250.00
211.63
250.00
3,541.67
Curr.Bud.
Total DISI Projects

Special Events
Arts & Culture
CBD Sponsored Events
0.00
0.00
7,096.19
Curr. Actual
Public Relations
Misc.
DISTRICT IDENTITY (DISI)

Banner Program
Marketing
EXPENSES
10:27 AM
1/07/16
Cash Basis
300%
0%
0%
100%
79%
46%
104%
51%
126%
99%
132%
30%
0%
0%
21%
0%
0%
60%
0.0%
136%
0.0%
0%
158.88%
100.0%
0.0%
0.0%
200%
Percent
13,074.22
5,074.22
0.00
8,000.00
60,652.49
36,355.66
1,032.89
-800.00
439.10
1,836.18
2,493.63
2,925.75
3,237.78
1,260.00
4,353.00
1,711.50
2,499.50
2,775.00
532.50
10,500.00
54,983.74
5,000.00
5,500.00
44,483.74
15,000.00
2,111.28
0.00
27,372.46
YTD Actual
14,500.00
5,500.00
1,000.00
8,000.00
69,018.65
500.00
3,000.00
3,500.00
2,500.00
38,500.00
1,500.00
4,189.65
1,300.00
3,530.00
2,000.00
4,999.00
3,000.00
500.00
10,500.00
73,539.55
5,000.00
5,500.00
63,039.55
15,000.00
2,539.55
3,000.00
42,500.00
YTD Bud.
-1,425.78
-425.78
-1,000.00
0.00
-8,366.16
-60.90
-1,163.82
-1,006.37
425.75
-2,144.34
-467.11
-951.87
-40.00
823.00
-288.50
-2,499.50
-225.00
32.50
0.00
-18,555.81
0.00
0.00
-18,555.81
0.00
-428.27
-3,000.00
-15,127.54
YTD Var.
90.17%
92.26%
0.0%
100.0%
87.88%
87.82%
61.21%
71.25%
117.03%
94.43%
68.86%
77.28%
96.92%
123.31%
85.58%
50.0%
92.5%
106.5%
100.0%
74.77%
100.0%
100.0%
70.57%
100.0%
83.14%
0.0%
64.41%
Percent

December 2015 Expenses
Variance Explanation
14,500.00
5,500.00 Costs incurred to produce Sept. 16 ambassador event.

1,000.00
8,000.00 Fulfillment of 2015 B Shuttle sponsorship less amount
pledged to ambassadors for distribution assistance.
69,018.65
500.00 Includes postage for annual nominations mailing.

3,000.00
3,500.00
2,500.00 Includes increase in office phone and internet charges.
1,300.00
3,530.00 Variance due to increase in premium for coverage of
Big Belly trash compactors.
4,189.65 Includes sponsorship of Hack the Hood graduation and
Oakland Prototype Festival.
38,500.00
1,500.00
3,000.00 Includes preparation of 2014 taxes.

500.00 Includes repair of office computer and retrieval of files
from the cloud.
4,999.00 Includes payment to Robert Selna for Policy and Planning
Committee consultation.
2,000.00 Includes SPUR, IDA and CDA memberships.
10,500.00
73,539.55
5,000.00 Includes sponsorship of 2015 Art + Soul Festival.

5,500.00 Includes sponsorship of Bike to Work Day, Vator Splash
and Oakland Music Festival.
63,039.55
3,000.00 Not expended in 2015.

42,500.00 Includes fulfillment of Phase 1 of the Circlepoint contract
and the design of Oakland Central marketing collateral.
2,539.55 Includes partial sponsorship of 2015 Oakland Music
Festival.
15,000.00
Ann. Budget
REVISED
5
Security
Watering
Total SOBO
TOTAL EXPENSE
PROW Maintenance
5,000.00
1,491.49
27,249.28 32,645.27
0.00
1,471.75
70,198.93
60,781.34
105,104.37
84,837.82
16,753.92
1,007.36
1,632.83
18,540.00
1,632.82
23,555.55
Misc. SOBO Expenses
17,928.18
26,559.25
TOTAL ORGANIZATION
SOBO
Landscaping Staff Person
Maintenance
12,495.79
22,102.00
Total Personnel & Related
1,250.00
10,912.46
333.33
Curr.Bud.
1,250.00
20,912.04
-60.04
Curr. Actual
Personnel & Related

Public Relations
Staff Personnel
Training & Prof. Develop.
10:27 AM
1/07/16
Cash Basis
-5,395.99
-1,471.75
9,417.59
20,266.55
11,753.92
-484.13
-0.01
5,015.55
8,631.07
9,606.21
0.00
9,999.58
-393.37
Curr. Var.
83%
0%
115%
123.89%
335%
68%
100%
127%
148%
177%
100%
192%
-18%
Percent
60,000.00
17,897.92
19,594.00
222,480.00
233,468.21
149,949.56
15,000.00
130,949.56
4,000.00
YTD Bud.
302,048.86
391,743.25
870.00
17,661.00
669,601.88
729,376.17
957,520.35 1,036,383.93
27,499.60
7,007.46
19,593.84
312,582.12
232,934.73
159,208.02
15,000.00
140,944.48
3,263.54
YTD Actual
-89,694.39
-16,791.00
-59,774.29
-78,863.58
-32,500.40
-10,890.46
-0.16
90,102.12
-533.48
9,258.46
0.00
9,994.92
-736.46
YTD Var.
233,468.21
149,949.56
15,000.00
130,949.56 Includes additional employee compensation.
4,000.00 Includes costs associated with staff attendance at CDA
Conference in Santa Monica and IDA conference in SF.
Ann. Budget
19,594.00
222,480.00 Variance due to emphasis on maintenance issues
during the roll out of combined services under BBB.
Includes additional employee compensation of $1,012.50.
39.15%
17,897.92 Includes costs associated with reinstallation of art deco
clock at the corner of 17th and Broadway and the purchase
of bike parts, supplies, paint and uniforms.
45.83%
60,000.00 Includes costs associated with the hanging plant program,
median maintenance and CCTV program.
77.1%
391,743.25 Includes additional employee compensation of $4,512.50.
4.93%
17,661.00
Watering charges captured in Block by Block contract.
91.81%
729,376.17
92.39%
1,036,383.93
100.0%
140.5%
99.77%
106.17%
100.0%
107.63%
81.59%
Percent

REVISED
6
$940,274.51
$1,242,955.83
SOBO
Total Expenses
Non-Assessement Funds
Fox Theater Services (2015)
Current Liability
$12,000.00
$0.00
$230,624.20
ORG
Cash Remaining
$72,057.12
$0.00
$1,242,955.83
$128,589.54
$1,371,545.37
YTD Budget
DISI
Expenses
Payments from Reserve

Total Cash Available
Less Reserve
Prior Year Reserve and Assessment Income
Cash Available
Lake Merritt/Uptown District Association

YTD Cash Summary-December 2015
Actual prior year reserve

amount adjusted to account for
data entry error - reduced by
$4174.90. Assessement income
received to date is $35,926.24
more than budgeted.
Notes
$0.00
$1,242,955.83 Please See Attached
$0.00
$1,242,955.83
Includes fulfillment of B Shuttle

Sponsorship in the amount of
$13,000.00 per board
recommendation.
$128,589.54 Please see below.
$1,371,545.37
Annual Budget
shows at The Fox March through

December.
YTD Actual
Remaining Funds
Notes
$5,731.48
$6,268.52 Safety Services provided for
$125,255.14
$1,149,455.03
$859,564.30
$232,745.03
$57,145.70
$13,000.00
$1,274,710.17
$115,589.54
$1,403,299.71
Actual
REVISED
7
0.00
875.00
0.00
0.00
0.00
0.00
0.00
26,224.35
22,160.84
TOTAL ORGANIZATION
0.00
1,250.00
20,910.84
250.00
250.00
17,828.08
12,494.16
333.33
1,250.00
10,910.83
0.00
0.00
0.00
125.00
41.67
250.00
291.67
208.33
5,333.92
3,208.33
3,186.39
145.56
19.18
260.40
147.32
222.81
3,813.51
334.00
-206.32
Training & Prof. Develop.
Public Relations
Staff Personnel
Personnel & Related
Shuttle
Annual Breakfast Meeting
Office furniture & equipment

Postage, shipping, delivery
Printing & copying
Supplies
Telephone & telecommunications
Total Non-personnel expenses
Misc
Occupancy expenses
Rent
166.67
0.00
Fees & Permits

Insurance
General Liability
416.58
0.00
250.00
41.67
0.00
38.17
6,004.76
ORGANIZATION
Non-personnel expenses
Accounting Expenses
9,081.82
416.67
458.33
0.00
0.00
TOTAL (DISI)
5,129.76
9,081.82
Total DISI Projects

Special Events
Arts & Culture
338.09
1,250.00
23.20
1,250.00
Misc
Public Relations
3,541.67
Curr. Budget
7,808.62
Curr. Actual
DISI Projects
Marketing
EXPENSES
10:19 AM
1/8/15
Cash Basis
8,396.27
9,666.68
-333.33
0.00
10,000.01
250.00
250.00
0.00
20.56
-22.49
10.40
-144.35
14.48
-1,520.41
-21.94
-540.32
0.00
0.00
-166.67
-416.58
-250.00
-3.50
3,077.06
-875.00
-416.67
-458.33
3,952.06
-314.89
0.00
4,266.95
Curr. Variance
147.1%
177.37%
0.0%
100.0%
191.65%
100.0%
100.0%
0.0%
116.45%
46.03%
104.16%
50.51%
106.95%
71.5%
99.32%
-61.77%
0.0%
0.0%
0.0%
0.0%
0.0%
91.6%
151.24%
0.0%
0.0%
0.0%
177.04%
6.86%
100.0%
220.48%
Percent
232,745.03
159,198.61
3,268.53
15,000.00
140,930.08
10,168.11
5,000.00
5,168.11
1,531.55
532.04
2,154.73
2,640.63
2,854.83
63,378.31
36,355.68
3,299.68
1,285.00
5,138.00
1,592.00
2,499.50
2,850.00
644.67
57,145.70
10,500.00
5,000.00
5,500.00
46,645.70
2,113.86
15,000.00
29,531.84
YTD Actual
230,624.20
149,930.00
4,000.00
15,000.00
130,930.00
10,500.00
5,000.00
5,500.00
1,500.00
500.00
3,000.00
3,500.00
2,500.00
70,194.20
38,500.00
4,008.20
1,300.00
4,887.00
2,000.00
4,999.00
3,000.00
500.00
72,057.12
10,500.00
5,000.00
5,500.00
61,557.12
4,057.12
15,000.00
42,500.00
YTD Budget
2,120.83
9,268.61
-731.47
0.00
10,000.08
-331.89
0.00
-331.89
31.55
32.04
-845.27
-859.37
354.83
-6,815.89
-2,144.32
-708.52
-15.00
251.00
-408.00
-2,499.50
-150.00
144.67
-14,911.42
0.00
0.00
0.00
-14,911.42
-1,943.26
0.00
-12,968.16
YTD Variance
Lake Merritt Uptown District Association

100.92%
106.18%
81.71%
100.0%
107.64%
96.84%
100.0%
93.97%
102.1%
106.41%
71.82%
75.45%
114.19%
90.29%
94.43%
82.32%
98.85%
105.14%
79.6%
50.0%
95.0%
128.93%
79.31%
100.0%
100.0%
100.0%
75.78%
52.1%
100.0%
69.49%
Percent
pledged to ambassadors for distribution assistance.
230,624.20
149,930.00
Page 1 of 2
Conference in Santa Monica and IDA conference in SF.
4,000.00 Includes costs associated with staff attendance at CDA
15,000.00
130,930.00 Includes additional employee compensation.
10,500.00
5,000.00 Fulfillment of 2015 B Shuttle sponsorship less amount
5,500.00 Expended on Ambassador BBQ on September 16th.
1,500.00 Includes purchase of display cases for office.

500.00 Includes postage for annual nominations mailing.
3,000.00
3,500.00
2,500.00 Includes increase in office phone and internet charges.
70,194.20
38,500.00
Committee consultation.
2,000.00 Includes SPUR, IDA and CDA memberships and filing fees
for Caltrans claim.
1,300.00
4,887.00 Variance in this category due to increase in premium for
Big Belly Solar trash compactors.
4,008.20 Includes sponsorship of Hack the Hood graduation.
4,999.00 Includes payment to Robert Selna for Policy and Planning
3,000.00 Includes preparation of 2014 taxes.

500.00 Includes repair of office computer and retrieval of files from
the cloud.
72,057.12
5,000.00 Includes sponsorship of 2015 Art + Soul Festival.

5,500.00 Includes sponsorship of Bike to Work Day, Vator Splash and
Oakland Music Festival.
10,500.00
61,557.12
42,500.00 Includes fulfillment of Phase 1 of the Circlepoint contract and

the design of Oakland Central marketing collateral.
4,057.12 Includes partial sponsorship of 2015 Oakland Music Festival.
15,000.00
Ann. Budget
REVISED
8
126,005.18
0.00
Watering
TOTAL EXPENSE
31,799.44
Security
90,699.01
19,361.92
PROW Maintenance
TOTAL SOBO
7,551.54
2,349.66
29,636.45
Curr. Actual
Misc SOBO expenses

Maintenance
SOBO
10:19 AM
1/8/15
Cash Basis
102,189.06
78,356.22
1,916.67
42,527.98
5,457.50
3,216.81
2,349.67
22,887.59
Curr. Budget
23,816.12
12,342.79
-1,916.67
-10,728.54
13,904.42
4,334.73
-0.01
6,748.86
Curr. Variance
123.31%
115.75%
0.0%
74.77%
354.78%
234.75%
100.0%
129.49%
Percent
940,274.51
23,000.00
510,335.72
65,490.07
38,601.72
28,196.00
274,651.00
YTD Budget
1,149,455.03 1,242,955.83
859,564.30
1,072.00
395,379.61
39,065.33
22,725.62
28,195.92
373,125.82
YTD Actual
-93,500.80
-80,710.21
-21,928.00
-114,956.11
-26,424.74
-15,876.10
-0.08
98,474.82
YTD Variance
Lake Merritt Uptown District Association

92.48%
91.42%
4.66%
77.47%
59.65%
58.87%
100.0%
135.86%
Percent
1,242,955.83
940,274.51
Page 2 of 2
23,000.00 Watering charges captured in Block by Block contract.
28,196.00
274,651.00 Variance due to emphasis on maintenance issues
during the roll out of combined services under BBB.
Includes additional employee compensation of $1,012.50.
38,601.72 Includes the purchase of bike parts, supplies, paint and
uniforms.
65,490.07 Includes costs associated with the hanging plant program
and median maintenance.
510,335.72 Includes additional employee compensation of $4,512.50.
Ann. Budget
REVISED
9
REVISED
DOA 2016 Proposed Annual Budget

January 2016
2016
Proposed
Annual Budget
Ordinary Income/Expense
Income
Assessment Revenue
(Reserve)
-51,310.12
Prior Year Bal - Carry Forward
160,097.15
Assessment Revenue - 94% Collection

Total Income
968,362.30
1,077,149.33
Expense
DISI Projects
Marketing
Misc
42,500.00
1,000.00
Total DISI Projects
43,500.00
Special Events
Arts & Culture
Total DISTRICT IDENTITY (DISI)
5,000.00
5,000.00
10,000.00
53,500.00
ORGANIZATION
Accounting Expenses
3,000.00

500.00
2,000.00
Fees & Permits
2,000.00
Insurance
General Liability
Misc
Occupancy expenses
Rent

1,300.00
4,174.00
2,000.00
43,882.80 Includes new lease
amount for 388 19th
Street to take effect in
February and 3%
increase on space at
1924 Franklin to take
effect in June.
1,500.00
500.00
Printing & copying
3,000.00
Supplies
3,000.00

Total Non-Personnel Expenses
1,500.00
68,356.80
Annual Event
Shuttle
5,500.00
5,000.00
10,500.00
Personnel & Related

Public Relations
2,500.00
10
REVISED
DOA 2016 Proposed Annual Budget

January 2016
2016
Proposed
Annual Budget
Staff Personnel
Training & Prof. Development
Total ORGANIZATION
195,408.54
4,000.00
201,908.54
280,765.34
SOBO
Clean and Safe
Misc SOBO expenses
20,893.99
659,940.00
9,000.00
PROW Maintenance
38,050.00
Watering
15,000.00
Total SOBO
Total Expense
742,883.99
1,077,149.33
11
REVISED
LMUDA 2016 Proposed Annual Budget

January 2016
2016
Proposed
Annual
Budget
Ordinary Income/Expense
Income
Assessment Revenue
(Reserve)
-78,503.31
Prior Year Bal - Carry Forward
241,670.37
Assessment Revenue - 94% Collection

Total Income
1,137,146.95
1,300,314.01
Expense
DISI Projects
Marketing
Misc.
Total DISI Projects
42,500.00
1,000.00
43,500.00
Special Events
Arts & Culture
Total DISTRICT IDENTITY (DISI)
5,000.00
5,000.00
10,000.00
53,500.00
ORGANIZATION
Accounting Expenses
3,000.00

500.00
2,000.00
Fees & Permits
2,000.00
Insurance
General Liability
Misc.
Rent

1,300.00
4,569.00
2,000.00
42,682.80 Includes new lease amount for
388 19th Street to take effect in
February and 3% increase on
space at 1924 Franklin to take
effect in June.
1,500.00
500.00
Printing & copying
3,000.00
Supplies
3,000.00

Total Non-personnel expenses
1,500.00
67,551.80
Annual Event
Shuttle
5,500.00
5,000.00
10,500.00
Personnel & Related

Public Relations
Staff Personnel
Training & Prof. Development
2,500.00
200,097.62
4,000.00
12
REVISED
LMUDA 2016 Proposed Annual Budget

January 2016
2016
Proposed
Annual
Budget
Total ORGANIZATION
206,597.62
284,649.42
SOBO
Clean and Safe
30,066.97
844,847.62
Misc. SOBO expenses
12,000.00
PROW Maintenance
55,250.00
Watering
Total SOBO
Total Expense
20,000.00
962,164.59
1,300,314.01
13
REVISED
14
REVISED
2016-2018 PROPOSED
MANAGEMENT CONTRACT
AMENDMENT
Salary Increase for Executive Director,
Program Director, Operations Director and
Administrative Coordinator
15
REVISED
16
Oakland Venue Management Management Contract Amendment 11/19/15
TABLE OF CONTENTS
2016-2018 PROPOSED MANAGEMENT CONTRACT AMENDMENT
UPDATED JOB TITLES AND DESCRIPTIONS
COST SUMMARY
ANNUAL BREAKDOWN
EXHIBIT A: STAFFING DETAILS
EXHIBIT B: COMPENSATION REPORTS
Page 1 of 16
13
REVISED
17
2016-2018 PROPOSED MANAGEMENT CONTRACT AMENDMENT

Salary Increase for Executive Director, Program Director, Operations Director
and Administrative Coordinator
Oakland Venue Management recommends a contract amendment to accommodate a salary increase to

$85,000 for the Executive Director, $80,000 for the Program Director and $75,000 for the Operations
Director of the Lake Merritt Uptown (LMUDA) and Downtown Oakland Associations (DOA). We have
consulted a number of local BID/CBD organizations of comparable size (see below) and reviewed
compensation surveys for non-profits in Oakland (see Exhibit B) to arrive at our proposed salaries. These
proposed salaries remain at the low end of the surveyed responses, but begin to align the districts with
regional salary norms; it is recommended that the salary allocations for the positions be brought to
market rate over the course of several years. To achieve this, it is recommended that we include a CPIlinked cost-of-living increase going forward after 2016. Beyond the need to align the districts with
regional industry standards, please consider that there has not been a significant increase to the cost of
the management contract since 2011 even as our experience and strength of relationships within the
community have grown. We have grown into our positions over the course of seven years and during that
time have become the face of the organizations and leaders in our field both locally and regionally.
It is also recommended that the supporting administrative role, currently compensated at an hourly
wage of $17.50/hour be increased to $20.00/hour. This increase recognizes the current responsibilities
and demands of the role, which are integral to the day-to-day administrative and operational functions
of the organizations. This increase acknowledges the current local employment environment, which is
highly competitive for employers, and Oaklands recently adopted minimum wage policy. We are also
recommending that this becomes a full time position to accommodate the increasing administrative
responsibilities, and the additional marketing and media management required by district projects
generally.
For the first time since OVM took over the management role for both districts we are requesting that we
receive a management fee as part of our annual contract. As a company, dedicated to providing the
district with talented and well-managed embedded employees, we have begun to absorb additional
costs that have made this contract one that costs our company money, and puts additional strain our HR
department. We are proposing that we adopt a more traditional property management business model
that establishes a management fee based on the total budget that OVM manages on behalf of the
districts. We are proposing a 1% management fee of all assessment and non-assessment revenues under
our fiduciary oversight. This fee will be used to help offset our costs in the following ways:
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
REVISED
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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)
BIDs/CBDs/Similar Non-Profits Leadership Positions with Similar Job Descriptions

Temescal Executive Director: 25-35 Hours/week, $66,000 Pro-Rated: $75,400-$105,600- 2015
Top of Broadway Executive Director: $75/hour or $156,000/year- 2015
Hotel Council Executive Director: $191,000/year - 2014
Telegraph Hill Neighborhood Center - ED $174,826/year 2013
Union Square Executive Director: $150,985/year - 2013
Yerba Buena Center for the Arts - MD: $150,475/year 2013
Downtown Berkeley Association CEO: $140,000/year - 2015
Yerba Buena Executive Director: $139,241/year - 2013
Yerba Buena Arts and Events - ED: $134,149/year - 2013
Building Owners and Managers Association (BOMA) SF - ED $117,629/year - 2013
Bicycle Coalition - ED $112,037/year - 2013
Fishermans Wharf CBD Executive Director- $112,800/year - 2012
Average: $146,917/year
PRIVATE SECTOR SIMILAR ROLE
Chief Marketing Officer, Chamber of Commerce: $120,000/year

Cushman & Wakefield Property management base salary: $91,000/year
Titan Management Property Manager: (Average) $119,000/year
Average: $110,000/year
Page 3 of 16
REVISED
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UPDATED JOB TITLES AND DESCRIPTIONS

Executive Director: The Executive Director is the driving force behind the implementation of all District
projects and programs and will be the primary point of contact for board members, district stakeholders,
the City of Oakland, and the general community. The person executes the preparation, coordination and
implementation of all DOA/LMUDA program activities; oversees the daily business and operations of the
PBID in accordance with the policies set by the District Management Plan and the Board of Directors;
implements the Strategic Plan for District Management and provides information and guidance to the
board in formulating objectives and decisions of general policy to fulfill DOA/LMUDAs vision of a safe,
clean, and thriving district.
Program Director: The Program Director assists in the execution, preparation and implementation of all
program activities; manages bid processes for contractors for all aspects of the daily operation, oversees
the maintenance and security ambassador program, plans and implements all aspects of DOA/LMUDA
beautification programs, works with City of Oakland staff to complete specific projects, obtains permits,
assists in the facilitation of Board/SOBO meetings, meets with stakeholders or special interest groups to
further DOA/LMUDAs goals and objectives, regularly communicates with city staff including PWA, OPD
and the office of work force development to establish rapport and plans for ongoing collaboration and
mutual support of district related projects, works closely with the Joint Board of Directors, the Executive
Director and the Operation Director on the creation of a detailed strategic plan, leads research projects
and gives critical feed back on the districts most pressing issues related to maintenance, security,
beautification, public rights of way improvements and public space development.
Operations Director: Operations Director is responsible for conducting the daily business and operations
of DOA/LMUDA in accordance with the policies set by the District Management Plan and by the Joint
Board of Directors; responsible for DOA/LMUDAs financial management, maintenance of corporate
documents and files, scheduling and preparation for all board and committee meetings, communication
with city staff regarding collection of assessment revenue, status of disbursement agreement(s) and
other compliance issues; assists in the general administration and coordination of DOA/LMUDA,
including board and stakeholder relations, planning and program development, budgeting and financial
functions; assists in the guidance and supervision of the Administrative Coordinator, consultants, interns
and volunteers.
Administrative Coordinator: The Administrative Coordinators responsibility is to ensure the smooth
operation of the DOA/LMUDA offices. He/she reports directly to the Operations Director and performs a
supporting role in all aspects of the operations of the district and its programs. The Administrative
Coordinator is responsible for supporting Operations Director in the day-to-day financial management of
the organization in addition to performing diversified clerical duties in a professional manner.
Page 4 of 16
REVISED
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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
21
REVISED
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 - Mandated
Work Life
Office Tools

$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 - Mandated
Work Life
Office Tools

$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 - Mandated
Work Life
Office Tools

$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
22
REVISED
HORTICULTURALIST
Summary
Compensation
Benefits - Mandated
Work Life
Office Tools

$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
Monthly Billable Rate for Downtown Oakland Association of $16,835.81
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
Monthly Billable Rate for Lake Merritt Uptown Association of $17,570.84
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
Management fee is based on Salary compensation only.

Bonuses will be based on performance and will not be billed to client until December billing cycle.
Page 7 of 16
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REVISED
EXHIBIT A: STAFFING DETAILS

Compensation
Annual Salary
Commission
Overtime Pay
401 K Contribution
Bonus
Total Compensation
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 - Mandated
Work Life
Office Tools
$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
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REVISED
PROGRAM DIRECTOR
Compensation
Annual Salary
Commission
Overtime Pay
401 K
Bonus
Total Compensation
Health
Dental
Vision
Life
Disability
Benefits [Mandated]
Social Security
Medicare
FUTA Tax
Work/Life
Payroll/HR Services
Total Work/Life

$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 - Mandated
Work Life
Office Tools
Page 9 of 16
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REVISED
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]
Social Security
Medicare
FUTA Tax

$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
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
Health
Dental
Vision
Life
Disability

Summary
Compensation
Benefits - Mandated
Work Life
Office Tools
Page 10 of 16

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REVISED

Total Cash Available

Payments from Reserve

Prior Year Reserve and Assessment Income

Downtown Oakland Association

Actual prior year reserve amount adjusted to

$1,036,383.93 Please see attached

$729,376.17 Please see attached

$233,468.21 Please see attached

$73,539.55 Please see attached

Includes hardship reimbursement for the First Church

$51,875.67 Please see below.

Total ORG/Special Projects

Total Non-Personnel Expenses

Consulting & Legal Expenses

Fees & Permits

Total Special Events

Total DISI Projects

DISTRICT IDENTITY (DISI)

Downtown Oakland Association

5,500.00 Costs incurred to produce Sept. 16 ambassador event.

500.00 Includes postage for annual nominations mailing.

3,000.00 Includes preparation of 2014 taxes.

5,000.00 Includes sponsorship of 2015 Art + Soul Festival.

3,000.00 Not expended in 2015.

Misc. SOBO Expenses

Total Personnel & Related

Personnel & Related

Downtown Oakland Association

Payments from Reserve

Prior Year Reserve and Assessment Income

Lake Merritt/Uptown District Association

Actual prior year reserve

$1,242,955.83 Please See Attached

$940,274.51 Please see attached

$230,624.20 Please see attached

$72,057.12 Please see attached

Includes fulfillment of B Shuttle

$128,589.54 Please see below.

shows at The Fox March through

Total Special Events

Total Personnel & Related

Training & Prof. Develop.

Personnel & Related

Total ORG/Special Projects

Office furniture & equipment

Fees & Permits

Consulting & Legal Expenses

Total DISI Projects

DISTRICT IDENTITY (DISI)

Lake Merritt Uptown District Association

pledged to ambassadors for distribution assistance.

Conference in Santa Monica and IDA conference in SF.

4,000.00 Includes costs associated with staff attendance at CDA

5,000.00 Fulfillment of 2015 B Shuttle sponsorship less amount

5,500.00 Expended on Ambassador BBQ on September 16th.

1,500.00 Includes purchase of display cases for office.

4,999.00 Includes payment to Robert Selna for Policy and Planning

3,000.00 Includes preparation of 2014 taxes.

5,000.00 Includes sponsorship of 2015 Art + Soul Festival.

42,500.00 Includes fulfillment of Phase 1 of the Circlepoint contract and

Misc SOBO expenses

Landscaping Staff Person

Lake Merritt Uptown District Association