Oakland City Council
July 16, 2024

Monday, April 15, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name
Oakland Chinatown Improvement Council
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Shu-yi Lin
Email [email protected]
Phone Number (510) 988-8234
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
3 Cleaning Ambassadors/workers

3.3 Public Safety Officers/Security
Ambassadors

1.8 Hospitality/Business Outreach
Ambassadors

3.3 Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
200
Notes about staffing numbers
In 2023, the 3-year-old Chinatown District's dedicated team grew from a staff of 1 with 4 ambassadors in 1 Exhibit A
January 2023 to a staff of 3 with 12 vendor personnel by December 2023. Throughout the year,in average, it has been led by a General/Administrative Staff of 3, including Cleaning Ambassadors/workers (3.3 FTE), Public Safety Officers/Security Ambassadors (1.78 FTE), and Hospitality/Business Outreach Ambassadors (3.3 FTE), ensuring cleanliness, safety, and hospitality to make Chinatown a welcoming place for all. Supported by 200 volunteers, they collaborate to maintain community safety, cleanliness, vibrancy, and unity in the district. They achieved milestones such as closing one Safety Patrol initiative and planning three major RFPs for 'Chinatown Clean and Safe' and vibrancy programming for the 2023 vendor transitions. They also facilitated 10 cleanup volunteer activations, coordinated 9 community events, and conducted 1 workshop, enhancing community cleanliness, safety awareness, and the success of Lunar New Year shopping season and holiday celebrations. The team successfully revived the Lunar New Year Parade after decades of hiatus.

Given Chinatown's historical lack of resources and access to workforce development, along with the highest long-term business property vacancy rate (2018 Oakland Equity Indicators Report), OCIC aims to initiate additional programs to align and attract more investment into the District. To further enhance their efforts in 2023, staff initiated a grant and sponsorship program focusing on local agency collaborations and regional partnerships. Projects include Chinatown's Food Waste Reduction Pilot, Lunar New Year Patrol Pilot, and a Summer Leadership Internship Pilot. Partners include the Alameda Waste Authority (Stop-Waste), City's Oakland Recycles Team, Pacific Coast Food Waste Commitment, Alameda County Sheriff’s Office, Oakland Police Department, and City of Oakland (Mayor's office). Staff has also been prototyping a sponsorship program for the Lunar New Year Parade with local corporations. As the only Chinese-speaking member of the BID alliances, Chinatown has provided Chinese translations to make the BID Business Crime survey accessible to Chinese-speaking audiences in all districts. Looking ahead, at least 3 grants have been secured for 2024 - Safe City Grants, Neighborhood Voice, and Activate Oakland - to deepen local partnerships for initiatives such as security cameras, the parade, and AAPI night markets.

To ensure that the CBD stays connected to the pulse of the community, staff regularly post updates on social media and a dedicated listserv, addressing both BID and non-BID related matters, and communicating in at least two languages for operations. Additionally, staff advocate for and monitor 311 services, develop an educational business-centered recycling/compost website, and organize community volunteer trainer workshops for business waste awareness training. They also cross-post important information from agencies and the district to raise awareness among Chinatown Coalition partners via email lists and shared calendars.

How many parcels in your BID? 1116
Approximately how many residents in
your BID?
2281
Approximately how many occupied
storefronts in your district?
348
Approximately how many vacant
storefronts in your district?
35 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
2 Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
Our vendor is the partner organization, Family Bridges
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - private property
Street furniture and trashcan maintenance and
sanitization
Event-related Waste/recycling/compost
sorting/collection
Illegal dumping removal
Activated volunteers with 10 cleanup events, by working with Toishan Benevelont Association, OCA east Bay, and
Adopt-a-Spot
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
133
Number of bags of trash collected
2673
Pounds of trash collected (if you measure
trash in pounds not bags)
146995
Number of Incidents of illegal dumping
removed
315
Number of 311 requests made
276
Number of hours of pressure washing
1040
Number of stickers/posters removed
0 Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
[email protected] and our vendor's emails (not
available)
Number of days per week cleaning
services are provided (1-7 days/wk)
6 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
132
3 Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
Vendor is our partner organization: Family Bridges
What types of work is done by your
safety staff? Street patrol/ambassadors Coordination with OPD Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Merchants could also request shop-closing safety watch
at night.

Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
13740
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
4630
Number of merchant checks
4633
Number of 911 calls made by the BID
5 Number of non-emergency calls made by
the BID
2 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
0 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
0 4
Number
Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
0 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Regular schedule for Safety Patrol
services Day of the Week Start Time End Time
Monday
05:00 AM
05:00 AM
Tuesday
05:00 AM
05:00 AM
Wednesday
05:00 AM
05:00 AM
Thursday
05:00 AM
05:00 AM
Friday
05:00 AM
05:00 AM
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
26 Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
No
Streetscape/Beautification Outputs & Operations
Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
5 What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media posts (non-promoted) Direct mailings
Flyers & posters Email newsletters
Publish press releases
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
What types of social media platforms
does your BID actively use? Facebook Instagram WeChat
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
274
20 1644
1863
Facebook
213
70 48000
Instagram
1267
49 33000
Twitter
0 0
0 0
Tiktok
0 0
0 0
WhatsApp
0 0
0 0
YouTube
0 0
0 0
Average open rate for Emails in 2023:30
Events and District Promotions Outputs & Operations
6 Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
1 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
9 Amount ($$) of Event sponsorship
provided in 2023
18352
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
10000
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Information Sessions on federal/state/city regulations or programs (e.g. )
Workshops & Trainings (e.g. financial management,
marketing, accounting)
In-person Merchant outreach & contacts
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
20 Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
1 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
17 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.
7 Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description

1. A More Vibrant Chinatown: The Chinatown District
successfully organized and revived the 1st Lunar New Year (LNY) parade after decades of hiatus, drawing significant community participation. They further secure funding for the 2024 collaboration with the City's Oakland Cultural Funding Program to support artists and performers in the 2024 LNY parade.

2. A Safer Chinatown: Closed a major District Safety Patrol initiative to enhance public safety and security within the district. The Mayor’s office 'Shop Safe' initiative kicked off Chinatown’s Vehicle Patrol to fill safety gaps between OPD and Ambassador coverages, providing a hotline for shop- closing security watch.

3. A Cleaner Chinatown: Collaborated with the City and
existing Chinatown organizations to facilitate 10 cleanup volunteer activations and coordinate 9 community events to promote community engagement, environmental
awareness, and vibrancy. Aligned media campaigns ensure a broader reach for the Greater Chinatown community to
visit Oakland Chinatown and support locals. Additionally, provided educational outreach with a matching website for improved local business waste management based on
business inputs.

4. Understanding Oakland District's Businesses with
Language Accessibility: Working with other improvement
districts, Chinatown provided Chinese translations for the BID Alliance + Business Crime survey chaired by KONO,
ensuring accessibility for Chinese-speaking audiences
across all Oakland BIDs.

5. Smooth Operations with Opportunities for Local
Businesses: Planned and initiated three major District
Requests for Proposals (RFPs) for 'Chinatown Clean and
Safe' and parade programming, ensuring fair and open
opportunities for local small businesses and smooth
vendor transitions.

New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description

1. Security Camera Initiatives: Collaborated with JLID and KONO on the Safe City Grant initiative to implement
security camera programs, enhancing public safety and
reducing crime rates.

2. A Summer Night Market to Support District Business: In addition to the District parade production and Lincoln
Summer Night sponsorship, the District will organize an AAPI (Asian American and Pacific Islander) night market through the “Activate Oakland” grant, promoting local
businesses and cultural diversity within the district. This initiative involves collaboration with the City’s Workforce Development Department and Visit Oakland Tourism
District.
8 New program/activity description

3. District Newsletter Series: Implementing enhanced
communication channels for the District audience to align District operations with community-centered news. This
initiative may be integrated with current Chinese and
Vietnamese language services and outreach efforts to
further connect with the diverse community, ensuring
inclusivity and accessibility.

4. Exploring Opportunities for District Beautification: The District is developing a proposal to secure funding from the District Identity and Civil Sidewalk Committees to lease 10 units enhanced with the OCIC logo and artistic designs, enriching our community's cultural vibrancy. Additionally, the District is actively monitoring grants for acquiring Big Belly trash cans, aiming to enhance our neighborhood's
aesthetic and functionality through waste management
and artistic initiatives.

BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

PDF OCIC Compliance Report 202….pdf
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
In 2023, OCIC set aside up to $249,280 carryover from the reserves of 2022 surplus assessments to expand District programs beyond the income projected for 2023. The remaining surplus will continue to be retained in reserve for 2024 use.
2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

PDF Compliance Report 2024 Bud….pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimat
ed
Amoun
t ($)
Source of
Contribution
50000
Local
Corporate
s, City of
Oakland
Grants
9 (Activate
Oakland,
Neighborh
ood
Voices)
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

To ensure consistent service delivery following discussions among representatives of property owners, businesses, and community organizations, the majority of the Board approved a 5% increase in tax assessments for the upcoming fiscal year. This annual action item was discussed and approved at the OCIC Board of Directors meeting held on March 26, 2024. The meeting was attended by 23 members in person, with 6 abstentions, 2 nays, and 15 ayes, resulting in majority approval of the 5% assessment increase. Notices will be sent to all property owners within the District via First Class mail, as required by the Brown Act Section 54954.6, informing them of the approved increase.

What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
1351646.26
Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Stewart
Chen
Property
Owner/R
ep
Careplus
Chiroprac
tic Health
President
Current
Ann Fok
Property
Owner/R
ep
Chinatow
n
Property
Owner
and
Property
Manager
Director
Current
Anderson
Gin
Property
Owner/R
ep
Chinatow
n
Property
Owner,
Local
Elected
Official
Director
Current
Hal Gin
Property
Owner/R
ep
Chinatow
n
Property
Owner
VP
Current
10 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Josephin
e Hui
Property
Owner/R
ep
Oakland
Chinese
Communi
ty
Services,
OACC
Volunteer
, Toishan
Benevole
nt
Associati
on
Oakland
Chinatow
n Patrol
Team
Director
Current
Pauline
Lam
Property
Owner/R
ep
Chinatow
n
Property
Owner
Director
Current
Carol
Liao
Property
Owner/R
ep
Anrol
Internatio
nal Inc.

Director
Current
Joe Ma
Property
Owner/R
ep
Toishan
Benevole
nt
Associati
on
VP
Current
Bruce
Ruan
Property
Owner/R
ep
Alameda
Sherrif's
Dept. &
Toishan
Associati
on
Director
Current
Dong Suh
Property
Owner/R
ep
Asian
Health
Service
Treasurer
Current
Carol
Liao
Property
Owner/R
ep
Anrol
Internatio
nal Inc.

Treasurer
Past
Douglas
Wong
Property
Owner/R
ep
Chinese
American
Citizens
Alliance
VP
Current
Inger Li
Property
Owner/R
ep
Director
Current
11 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Ener Chiu
Property
Owner/R
ep
EBLDC
Director
Current
Howard
Lee
Property
Owner/R
ep
Director
Current
Michael
Yim
Property
Owner/R
ep
Secretary
Current
Tim Chan
Property
Owner/R
ep
BART
Director
Current
Jabari
Jourdan
Ali
Communi
ty
Member/
Rep
Director
Current
Sky Liang
Communi
ty
Member/
Rep
Asian
Pacific
Environm
ental
Network
Director
Current
Elaine
Peng
Communi
ty
Member/
Rep
Mental
Health
Associati
on for
Chinese
Communi
ties
Director
Current
Elaine
Peng
Communi
ty
Member/
Rep
Mental
Health
Associati
on for
Chinese
Communi
ties
VP
Past
Joshua
Simon
Communi
ty
Member/
Rep
East Bay
Asian
Local
Develop
ment
Corporati
on
Director
Current
Kenneth
Tang
Communi
ty
Member/
Rep
Asian
Pacific
Environm
ental
Network
Director
Current
12 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Kenneth
Tang
Communi
ty
Member/
Rep
Asian
Pacific
Environm
ental
Network
Secretary
Past
Lisa Liu
Communi
ty
Member/
Rep
Mental
Health
Associati
on for
Chinese
Communi
ties
Director
Current
Sandra
Ue
Communi
ty
Member/
Rep
Director
Current
Lindsay
Young
Communi
ty
Member/
Rep
Oakland
Museum
of CA
Director
Current
Rick Da
Silva
Property
Owner/R
ep
Wellingto
n
Property
Company
Director
Past
Kam
Davis
Property
Owner/R
ep
Director
Past
Corinne
Jan
Property
Owner/R
ep
Family
Bridges
Director
Past
Irene Ko
Property
Owner/R
ep
Chinese
Medicine
&
Acupress
ure
Center
Director
Past
Saly Lee
Communi
ty
Member/
Rep
OACC
Director
Past
Michael
Moon
Communi
ty
Member/
Rep
OCA East
Bay
Director
Past
Yvette
Mccoy
Communi
ty
Member/
Rep
BART
Director
Past
Jimmy
Zhao
Property
Owner/R
Chao's
Rosewoo
Director
Past
13 ep
d
Furniture

2023 District Financials: In 2023, the Chinatown District shifted the fiscal year (FY) to end in December instead of November. This transition resulted in FY 2023 spanning 13 months. The 13-month figures are interim estimates that will be finalized by November 2024 through accounting reconciliations.

Please find overview revenue and expenses (Table 1) and line-item detailed budget versus actuals from FY 2023 (Table 2)Table 1.

Table 1. Overview of Chinatown District’s 2023 Revenues and Expenses Income
General
Benefits per
Management
Plan Projected Actuals
Assessment - Special Benefits $1,441,708 $1,258,814
2023 Disbursement $1,185,849 $1,185,849
Contingency Draw from Reserve: Use 2022 surplus
carryovers as needed $249,280 $66,386
Investments Interest $6,579 $6,579
Non-Assessment $83,800 $83,800
Donation + 2022 carryover $46,800 $46,800
Management Plan - General Benefits (2% Assessment) $23,717 2.4% 2.8% Shop Safe Grant $20,000 $20,000
WWF Grant $17,000 $17,000
District Total Income $1,525,508 $1,342,614
Expense
Assessment
Allocation
Budget (13
Month)
Actuals (13
Month)
Management Plan - Administration and contingency (20%) $288,342 20.3% 22.9% Total Administration $310,280 $349,452
Management Plan - Civil Sidewalks (66%) $951,527 64.1% 58.0% Total Civil Sidewalks $977,228 $884,057
Management Plan - District Identity & Placemaking (14%) $201,839 15.6% 7.2% Total Identity & Placemaking $238,000 $109,105
District Total Expense $1,441,708 $1,525,508 $1,342,614 2023 Surplus or Deficit Actual Income- Expense $0

Table 2. Chinatown District’s 2023 line-item detailed budget versus actuals Expense
Assessment
Allocation
Budget (13
Month)
Actuals (13
Month)
Management Plan - Administration and contingency (20%) $288,342 20.3% 22.9% Accounting Fees $12,000 $13,300
Annual tax return $2,000
Bank Charges $200 $40
Board meeting $2,400 $8,751
Board meeting Interpreters /Translator $7,200 $552
Depreciation and Amortization - Allowable $2,000 $3,308 Insurance - Liability, Directors and Officers $10,000 $8,159 Job Posting $1,500 $807
Legal Fees $6,000 $6,380
License and Fee $300 $70
Office Expenses $800 $8,369
Office Equipments $5,000
Meals and Entertainments $1,000 $220
Office Rent $36,000 $45,060
Utilities (Prepaid) $10,000 $21,647
Postage, Mailing Service $1,000 $666
Printing and Copying $1,500 $2,961
Staff and Directors development $10,000 $10,221
Telecom Expense $7,500 $9,515
Professional Services $6,641
Total Staff Administration (2.1 FTE) $169,199
Payroll Fees $300 $744
Payroll Tax $15,000 $18,546
Outside Contract Services $2,820
Internship $2,000
Contributions $5,742
Donation $2,000
Miscellaneous $1,023
Contingency $14,500 $20,000
Total Administration $310,280 $349,452

Expense
Assessment
Allocation
Budget (13
Month)
Actuals (13
Month)
Management Plan - Civil Sidewalks (66%) $951,527 64.1% 58.0% Clean & Safe Ambassador Service $813,228 $782,253
DLSC (Security Patrol Services) $294,253
Contract $126,796
Extension $257,057
City of Oakland Shop-Safe Services $20,000
Family Bridges (Ambassador Services) $487,500
Contract $284,375
Extension $125,000
Clean & Safe Ambassador Service - Other $500
Committee Meetings $10,000 $2,646
Equipment for Patrols and Ambassadors $10,000
Program Coordinator (0.9 FTE) $97,500 $82,210
WWF: Chinatown's Food Waste Reduction Pilot $16,948
Branded Vests $2,500
Contingency for Hiring of Executive Director $44,000
Total Civil Sidewalks $977,228 $884,057
Management Plan - District Identity & Placemaking (14%) $201,839 15.6% 7.2% District Identity Projects $1,585
Lincoln Summer Festival $18,000 $15,352
Winter Festival, Lunar NY parade, etc $103,000 $90,184 Lighting Program Planning $10,000
Lighting Program Implementation $50,000
District Identity Planning and Signage $10,000
OCIC Outreach/Event Promotion and Sponsorship $28,600
Website/Social Media $5,000 $283
Chinatown Trash Bin Beautification $5,000
Contingency $8,400
Miscellaneous $1,511
Operation expense/Admin. Fees $190
Total Identity & Placemaking $238,000 $109,105
District Total Expense $1,441,708 $1,525,508 $1,342,614 2024 District Budget: Please find 2024 budget approved (Table 3) by Oakland Chinatown Improvement Council (OCIC) Board on January 30th 2024, with additional non-assessment income estimated in February 2024.

Table 3. Chinatown District’s 2024 Budget approved by OCIC Board of Directors, with detailed line items
A. District Revenue from Assessment and Non Assessment income Revenue Line Items Income
Assessment Income $1,245,141.75
Non-Assessment Income $50,000.00
City of Oakland Grant Neighborhood Voices: 2/18/23 $13,000.00 City of Oakland Grant: Activate Oakland 5/10/2024 $9,000.00 DoorDash Grants 2023/2024 $5,000.00
Sutter Health $10,000.00
MHACC $3,000.00
Bank of Orient $5,000.00
California Waste Solutions $5,000.00
District Total Income $1,295,141.75
B. District Expense by Special Benefits per Management Plan Expense Line Items Expense
Administration (15%) Allocation $186,875.57
Administration Contingency $11,016.37
Accounting Fee $15,000.00
Annual tax return $2,000.00
Bank Charges $200.00
Board meeting Interpreters / Translator $6,300.00
Depr and Amort $2,000.00
Insurance-Liability Directors and Officers $6,000.00
Job posting $0.00
Legal Fees $6,243.78
License and Fees $300.00
Office Expenses $1,000.00
Office Equipments $1,500.00

Expense Line Items Expense
Office furnitures $0.00
Office Rent $36,000.00
Office Utilities $12,300.00
Postage, Mailing Service $1,000.00
Printing and Copying $1,500.00
Staff Development $10,000.00
Board Retreat 1/3 $3,333.33
TeleCom Expense $7,500.00
Executive Director 1/4 $46,000.00
Administration 1/6 $14,806.51
Operational Manager 1/6 $16,091.95
Administrative Expense Total $197,891.93
Civil Sidewalks (66%)+ Contingency* (3%) Allocation $862,561.05 Family Bridges Extension Ending Jan 31, 2024 $40,625.00 Regular Powerwashing 3 to 4 block face per year $66,000.00 DLS Corp Approved ( Prorated 1/1/24 to 2/28/24) $21,390.00 Meeting costs, including translation and interpretation, and other related expenses $3,000.00
$500K start date Feb 1, 2024 $458,333.00
ED Participation in Safety Programs/Coordination with OPD/Key Stakeholders 1/2 $92,000.00
Program Coordination - 311, OakDot, Public Works, Grant Writing, City of Oakland 1/6 $16,091.95
Administrative Support - Oversee Civil Sidewalk Invoices/Community Updates 4/6 $59,226.03
Board Retreat / Strategic Planning $3,333.33
Software CRM - Ambassadors/PBID Manager $10,000.00
Public Right of Way- Locks, Graffiti Abatement, Facade Support, Trash Cans, Bird Netting $51,643.48
Contingency* $40,917.93
Civil Sidewalks Expense Total $862,561.05
District Identity and Placemaking ( 14%) + Contingency* (1%) Allocation $184,688.77

Expense Line Items Expense
The inaugural Oakland Chinatown Lunar New Year Parade 2/18/2024 $51,897.73 Oakland Chinatown Night Market - 5/10 $9,000.00
Community Events: Lincoln Summer Nights $10,000.00
OPD Appreciation $500.00
OPD Appreciation $500.00
AYSC Scholarship $1,000.00
Christmas Toy Drive $1,000.00
District 3 - Alameda County Support $400.00
District 3 - Alameda County Support $191.83
District 3 - Alameda County Support $300.00
Lions Club - Health Fair $2,500.00
API Peace Officer $800.00
OACC GALA $1,050.00
OACC's Anniversary Dinner $1,000.00
OAPOA - Annual Holiday Party $600.00
OCCC Street Fests $1,200.00
OACC Street Fest. Lunch for Director $129.97
2024 Wa Sung Directory $420.00
Mayor Community / Wa Sung $1,000.00
Socially Responsible Network $2,000.00
Sponsored Alameda D5 Board of Supervisors $675.25
MISC DIP Projects $9,000.00
Executive Director 1/4 $46,000.00
Operational Support ( Grant Writing, Lunar New Year Planning, OCC / Summer Nights Coordination) 2/3
$64,367.79
Accounting Administration ( Social Media/Website
Updating/Marketing/Accounting) 1/6
$14,806.51
Board Development $3,333.33
Contingency* $11,016.37
District Identity and Placemaking Expense Total $234,688.77 District Total Expense $1,295,141.75

Tuesday, April 16, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Downtown Oakland Association
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Tori Decker
Email [email protected]
Phone Number (510) 213-1530
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
3 Cleaning Ambassadors/workers

7.125
Public Safety Officers/Security
Ambassadors
0 Hospitality/Business Outreach
Ambassadors

7.125
Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
0 Notes about staffing numbers
Our ambassador program is cleaning and hospitality-focused; all staff members serve in both capacities. 1 They clean during the first half of each shift and then return their mega-brutes to base and head back out to work to make business contacts and engage more with the public. I have divided the hours between cleaning and hospitality accordingly.

How many parcels in your BID? 884
Approximately how many residents in
your BID?
918
Approximately how many occupied
storefronts in your district?
573
Approximately how many vacant
storefronts in your district?
36 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)

CROP, CEO
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Illegal dumping removal
Cleaning Outputs & Operations
2 Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
49656
Number of bags of trash collected
0 Pounds of trash collected (if you measure
trash in pounds not bags)
234670
Number of Incidents of illegal dumping
removed
4378
Number of 311 requests made
503
Number of hours of pressure washing
216
Number of stickers/posters removed
8771
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
[email protected]; [email protected]
Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
300
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
safety staff? Monitoring security cameras
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
3 Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
1000
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
15600
Number of merchant checks
39510
Number of 911 calls made by the BID
0 Number of non-emergency calls made by
the BID
0 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
122
Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
11 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
0 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Regular schedule for Safety Patrol
services Day of the Week Start Time End Time
Monday
07:00 AM
11:00 PM
Tuesday
07:00 AM
11:00 PM
Wednesday
07:00 AM
11:00 PM
Thursday
07:00 AM
11:00 PM
Friday
07:00 AM
11:00 PM
Saturday
07:00 AM
11:00 PM
Sunday
07:00 AM
11:00 PM
4 Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
116
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Install / mantain banners on street/light poles
Install/maintain Big Belly trashcans
Install/maintain public plazas
Install/maintain public art pieces
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
77 Number of tree wells maintained
0 Number of banners on street/light poles
installed/mantained
60 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
5 Number of public plazas
installed/maintained
3 Number of public art pieces
installed/maintained
10 5
Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Direct mailings
Flyers & posters Email newsletters
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
What types of social media platforms
does your BID actively use? Facebook Instagram YouTube TikTok For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
2760
70 26668
1310
Facebook
8613
206
96937
1210
Instagram
3383
548
103200
2500
Twitter
0 0
0 0
Tiktok
94 0
0 893
WhatsApp
0 0
0 0
YouTube
99 94
0 0
Average open rate for Emails in 2023:41
6 Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
71 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
7 Amount ($$) of Event sponsorship
provided in 2023
42350.00
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
400
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
In-person Merchant outreach & contacts
Oakland Works Wednesdays small business support
intiative
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
39510
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
0 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
0 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.
7 Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
Oakland Works Wednesdays - 2023 Summary The story of
OWW is one of direct engagement and connections. This
new initiative has opened doors into our community in a fresh and dynamic way. We are connecting and
showcasing our small storefront businesses with the office employee communities and the residential communities;
developing and curating an ecosystem of mutually
beneficial relationships. In addition to cultivating
connections and highlighting our robust community of
entrepreneurs and innovators, we are integrating the
activation of public spaces to add to the vibrancy of our neighborhood. Our AMP partnership with the Oakland
School for the Arts, showcasing the amazing talent of our youth to our downtown employees, residents, and visitors, is a prime example of the abundance and deep roots our
organization has developed over the years. Wednesday is the tip of the iceberg. By focusing on Wednesdays, a day we found in preliminary surveys as the most busy day at corporate offices, we believe to show proof of concept that the energy and desire is here to bring back the vibrancy downtown had prior to the pandemic. The culmination of
this effort is to uplift all enterprises, to highlight what is here, and help imagine what could be. Together we will
activate, elevate, and celebrate our vibrant community. In mid-July of 2023 the Uptown Downtown Oakland
Community Benefit Districts partnered with Aitan Mizrahi to move forward with the Oakland Works Wednesdays
initiative. The initiative, originally conceived of by Cortt Dunlap of Awaken Cafe & Roasting in the Spring of 2023, had slowed down from the initial push due to lack of
capacity by the stakeholders. The hiring of Aitan as
coordinator reinvigorated this project, providing a
dedicated individual to hit the streets and meet face-to-face with local businesses. This strategy has proven effective based on the number of ground-floor businesses, corporate offices, and residential complexes participating. In addition to connecting these key stakeholders, The Oakland School for the Arts students have put on five performances so far and are scheduled to perform twice a month, through May 2024, activating public space and enhancing the overall experience for our downtown community. Notable
Successes Storefront Retail We are asking our ground floor businesses to join us in this initiative by: Registering on the website and adding their information to our directory
Offering a special to their customers on Wednesdays Post the window cling on their storefront In exchange for
participating we offer: Placement on the website and map Direct engagement Regular digital emails with highlights and strategies to maximize the impact Publicity on our
social media platforms Of the 140 businesses approached to participate in the initiative, 79 have signed up to be featured on the website. Of those, 56 are offering discounts (70%), and 49 have window clings. Residential 9 residential buildings are spreading the word to their tenants by posting physical flyers in the common spaces and sharing our
message via internal communications and their social
media platforms. Corporate Offices Our corporate partners are also sharing the message with their teams and are
looking forward to more opportunities to share with their employees. Public Space Activation We are proud of our
partnership with OSA in activating the downtown public
8 space. When the weather permits they set up at Latham Square and if it rains they end up at Awaken Cafe. So far, we’ve had six performances ranging from big bands to
duets to poetry readings. Local Economy The OakCentric
eGift Card is a strategy to connect the consumer with our retail. Keeping the dollars local maximizes the impact. The card is purchased online and can be used at participating businesses. Summary The story of OWW is one of direct
engagement and connections. This new initiative has
opened doors into our community in a fresh and dynamic
way. We are connecting and showcasing our small
storefront businesses with the office employee
communities and the residential communities; developing and curating an ecosystem of mutually beneficial
relationships. In addition to cultivating connections and highlighting our robust community of entrepreneurs and
innovators, we are integrating the activation of public spaces to add to the vibrancy of our neighborhood. Our
AMP partnership with the Oakland School for the Arts,
showcasing the amazing talent of our youth to our
downtown employees, residents, and visitors, is a prime example of the abundance and deep roots our organization has developed over the years. Wednesday is the tip of the iceberg. By focusing on Wednesdays, a day we found in
preliminary surveys as the most busy day at corporate
offices, we believe to show proof of concept that the
energy and desire is here to bring back the vibrancy
downtown had prior to the pandemic. The culmination of
this effort is to uplift all enterprises, to highlight what is here, and help imagine what could be. Together we will
activate, elevate, and celebrate our vibrant community.

Vendor Transition from National clean and safe services provider, Block by Block, to Oakland-based, District Works.

Their values align with those of the district with a focus on placemaking and community building and they embody an
employee-first model.
n/a
New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
Activate Frank Ogawa Plaza using grant funds from the City of Oakland
Muralists of Oakland Film Screening - featuring the works of 6 talented muralists and their impact on our downtown.

Locals' Night Out Bar Crawl(s) - small business support initiative.

BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.
9 Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

PDF December_2023_DOA Budget….pdf
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
We carried forward $134,019.76 from 2023 into 2024 - a combination of expense category underspend and reserve funds. Those carry-forward dollars were plugged into the 2024 operating budget as a reserve and distributed according to our prescribed percentage allocations into Clean and Safe Enhancements and Marketing and Administrative Enhancement budget line items. 2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

PDF DOA_2024_Operating Budget.pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
313000
Additional Service Contracts
100000
grant funding
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

The 5% annual assessment increase was discussed and approved at the March 13, 2024 DOA board meeting. Prior to that meeting, a postcard was mailed to all affected stakeholders alerting them to the discussion of said increase on March 13 and directing them to a letter on our website detailing the justification. The postcard was mailed out on February 23, 2024, in both English and Cantonese.

What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
2576421.62
10 Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Mike
Guerra
Property
Owner/R
ep
Lincoln
Universit
y
President
Current
Jamie
Flaherty-
Evans
Business
Owner/R
ep
Chromta
Retail
VP
Current
Carmen
Benjamin
Property
Owner/R
ep
City
Center
Secretary
Current
Courtney
Belanger
Property
Owner/R
ep
Shorenst
ein
Director
Current
Kurtis
Hanson
Property
Owner/R
ep
Oakland
Marriott
Director
Current
Greg
Pasquali
Property
Owner/R
ep
Carmel
Partners
Director
Current
William
Goodma
n
Property
Owner/R
ep
Strada
Investme
nt Group
Director
Current
Adam
Chall
Property
Owner/R
ep
TMG
Partners
Director
Current
Durell
Coleman
Communi
ty
Member/
Rep
17th and
Broadwa
y
Resident/
Sobre
Mesa
Director
Current
Mark
Morell
Property
Owner/R
ep
Oakland
Marriott
Director
Past
Matt
Klimerma
n
Property
Owner/R
ep
Tidewate
r Capital
Director
Current
Tamira
Twile
Property
Owner/R
ep
STB/City
Center
Director
Current
Cortt
Dunlap
Business
Owner/R
ep
Awaken
Cafe
Director
Current
11 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Felicia
Scruggs
Property
Owner/R
ep
EBALDC
Director
Past
12 Actual Budget
Income
Assessment Revenue 2,240,250.10 2,290,720.00
(Reserve) 0.00 -85,477.75
Prior Year Bal - Carry Forward 0.00 266,847.75
Total Assessment Revenue $ 2,240,250.10 $ 2,472,090.00 Total Income $ 2,240,250.10 $ 2,472,090.00 Gross Profit $ 2,240,250.10 $ 2,472,090.00 Expenses
Clean and Safe Enhancements 0.00 0.00
Clean and Safe 1,450,961.92 1,475,687.00
Misc. 2,506.16 5,000.00
Outreach Coordinator 17,000.42 20,000.00
Program Coordinator 71,016.00 71,016.00
Program Director 87,305.00 87,305.00
PROW Maintenance 181,456.07 198,247.00
Total Clean and Safe Enhancements $ 1,810,245.57 $ 1,857,255.00 Marketing and Economic Enhance. 0.00 0.00
Accounting Expenses 14,738.50 15,100.00
Annual Stakeholder Event 0.00 5,250.00
Computer Service & Support 327.74 3,000.00
Consulting and Legal Expenses 0.00 1,500.00
Digital Media Coordinator 49,309.41 53,344.00
Fees & Permits 569.27 6,000.00
Insurance 0.00 0.00
Directors & Officers 600.00 600.00
General Liability 3,153.00 3,153.00
Total Insurance $ 3,753.00 $ 3,753.00 Marketing and Communications 30,635.55 42,500.00
Misc 4,867.28 5,100.00
Office furniture & equipment 4,566.41 6,500.00
Postage, shipping, delivery 566.08 1,000.00
Printing & copying 3,071.95 3,000.00
Public Space Programming 92,201.45 115,000.00
Rent 73,568.37 72,500.00
Staff Personnel 267,287.60 267,288.00
Supplies 2,104.20 2,500.00
Telephone & telecommunications 3,123.20 3,000.00
Training & Prof. Development 12,142.51 8,500.00
Total Marketing and Economic Enhance. $ 562,832.52 $ 614,835.00 Total Expenses $ 2,373,078.09 $ 2,472,090.00 Downtown Oakland Association
Budget vs. Actuals: DOA 2023 Operating Budget - FY23 P&L January - December 2023
2024 DOA Operating Budget
2024
Budget Notes
Income
Assessment Revenue (96% collection) 2,355,586.00 €
(Reserve) -70,541.36 € 3% of anticipated collection.

Prior Year Carry Forward 134,019.76 € Includes remaining Reserve and anticipated expense category underspend.

Total Assessment Revenue $ 2,419,064.40 €
Total Income $ 2,419,064.40 €
Expenses
Clean and Safe Enhancements
Clean and Safe 1,518,169.00 € Incorporates a 3% increase to maintain current service levels.

Misc. 5,000.00 €
Program Coordinator 73,200.00 € Incorporates 3% increase and COE increase inclusive of additional employee benefits.

Program Director 89,924.00 € Incorporates a 3% increase and COE increase inclusive of additional employee benefits.

Outreach Coordinator 15,000.00 €
PROW Maintenance 161,872.40 € Allocation based on anticipated need. Includes monthly cost for Advanced Reporting Platform.

Total Clean and Safe Enhancements $ 1,863,165.40 €
Accounting Expenses 5,000.00 € Includes tax preparation and Bill.com processing fees.

Annual Stakeholder Event 5,250.00 € We are going to make this happen in 2024!! Computer Service & Support 1,500.00 €
Consulting and Legal Expenses 500.00 €
Digital Media Coordinator and Support 52,599.00 € Incorporates 3% increase and COE increase inclusive of additional employee benefits.

Memberships, Fees & Permits 3,000.00 €
Insurance
Directors & Officers 600.00 €
General Liability 3,193.00 €
Marketing and Communications 35,000.00 €
Misc. 5,100.00 €
Office furniture & equipment 6,500.00 €
Postage, shipping, delivery 1,000.00 €
Printing & copying 3,100.00 €
Public Space Programming 70,000.00 €
Rent 72,500.00 € Best guess with information at hand - will keep everyone apprised as things develop.

Staff Personnel 275,307.00 € Incorporates 3% increase and COE increase inclusive of additional employee benefits.

Supplies 2,500.00 €
Telephone & Internet 3,250.00 € Increase due to wifi upgrade in ambassador suite.

Staff and Board Development 10,000.00 € Allocation based on anticipated need.

Total Marketing and Economic Enhancements$ 555,899.00 € Total Expenses $ 2,419,064.40 €

0.00 €
Monday, April 15, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Jack London Improvement District
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Savlan Hauser
Email [email protected]
Phone Number (510) 388-4412
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
3 Cleaning Ambassadors/workers
10 Public Safety Officers/Security
Ambassadors
1 Hospitality/Business Outreach
Ambassadors
1 Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
6 How many parcels in your BID? 1449
1 Approximately how many residents in
your BID?
4500
Approximately how many occupied
storefronts in your district?
86 Approximately how many vacant
storefronts in your district?
14 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
In-house, and in addition have worked with Downtown
Streets Team, Swords to Ploughshares
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Illegal dumping removal
Wayfinding and safety signage installation and
maintenance
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
4441
2 Number per year
Number of bags of trash collected
7868
Pounds of trash collected (if you measure
trash in pounds not bags)
196718
Number of Incidents of illegal dumping
removed
685
Number of 311 requests made
210
Number of hours of pressure washing
1036
Number of stickers/posters removed
6800
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
[email protected], [email protected], [email protected]
Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
360
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
Have worked with Downtown Streets Team and Swords
to Ploughshares
What types of work is done by your
safety staff? Monitoring security cameras
Crime prevention workshops
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Safety Outputs & Operations
3 Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
2775
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
4680
Number of merchant checks
2081
Number of 911 calls made by the BID
11 Number of non-emergency calls made by
the BID
21 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
2 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
17 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
50 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Regular schedule for Safety Patrol
services Day of the Week Start Time End Time
Monday
12:00 PM
04:00 PM
Tuesday
12:00 PM
09:00 PM
Wednesday
12:00 PM
09:00 PM
Thursday
12:00 PM
09:00 PM
Friday
12:00 PM
09:00 PM
Saturday
12:00 PM
09:00 PM
Sunday
08:00 AM
04:00 PM
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
70 4
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells
Install / mantain banners on street/light poles
Install pedestrian-oriented lighting (including stand-alone light poles and lights on private buildings that illuminate the public right of way)
Install/maintain public art pieces
install/maintain historic signage program litter
recepticles
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
48 Number of tree wells maintained
580
Number of banners on street/light poles
installed/mantained
98 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
0 Number of public plazas
installed/maintained
0 Number of public art pieces
installed/maintained
21 5
Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Direct mailings
Flyers & posters Email newsletters
Nextdoor, partner organization newsletters (D2 & D3,
Visit Oakland, etc)
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
What types of social media platforms
does your BID actively use? Facebook Twitter Instagram Next Door For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
1712
26 52
23146
Facebook
801
70 32770
32770
Instagram
3554
36 32770
32770
Twitter
516
1 82
82 Tiktok
0 0
0 0
6 Number of
subscribers/followe
rs as of Dec 31,
2023
Number of
posts/emails sent
in 2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
WhatsApp
0 0
0 0
YouTube
0 0
0 0
Average open rate for Emails in 2023:52
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
4 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
18 Amount ($$) of Event sponsorship
provided in 2023
2800
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
20000
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Information Sessions on federal/state/city regulations or programs (e.g. )
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
Workshops & Trainings (e.g. financial management,
marketing, accounting)
In-person Merchant outreach & contacts
Direct grants and permit assistance for safety and
outdoor seating improvements
7 Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
196
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
6 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
240
BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.

Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
• Issued $16K of Merchant mini grants and staff assistance – to assist in updating and creating improved, compliant parklet and encroachment spaces and maintain vibrant
outdoor dining and commerce areas
• Produced three original street festivals bringing
thousands of new visitors to Jack London and showcasing local merchants: St.Patrick’s Day, Brewing District Block Party, Chimaek Festival, and National Night Out
• Served as Fiscal Sponsor for deployment of innovative new Downtown Corridor Safety Grant in partnership with 5 other downtown community organizations: Chinatown
Chamber of Commerce, Oakland Chinatown Improvement
Council, Uptown/Lake Merritt CBD, Downtown CBD, KONO,
Oakland Metropolitan Chamber of Commerce
• Achieved successful renewal of new ten year term with overwhelming stakeholder vote in support, with increased budget to address continued goals.

New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
New event series- 3 new street festivals
New merchant training series - social media, resident and community manager outreach, professional photo shoots
to develop merchant collateral
New task force dedicated to enhancing and supporting
entertainment and special events in the DIstrict-- the
Downtown Specific Plan adopted designates Jack London
as an Entertainment District
BID Financials
8 2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

PDF Jack London 2024 Budget - S….pdf
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
$16,980 is unspent, but will be spent in Q1 2024 on 2023 planned projects. 2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

PDF Jack London 2023 2024 Bud… .pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
500000
Grant- City of Oakland Downtown
Corridor Safety
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

Board held public meeting where it approved proposed assessment increase on 4/10/2024. Written assessment increase notification post cards were sent to each property owner's mailing address in the District.

What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
1698690
9 Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Jennifer
Nettles
CIM/
Jack
London
Square
Secretary
Past
Ener Chiu
Property
Owner/R
ep
EBALDC
Director
Current
Kim Cole
Business
Owner/R
ep
KCRE
President
Current
Jonathan
Fong
Communi
ty
Member/
Rep
(Former)
Jack
London
Square
Farmer's
Market
Treasurer
Current
Peter
Gertler
Property
Owner/R
ep
HNTB
Director
Current
Greg
Pasquali
Property
Owner/R
ep
Carmel
Partners
Current
Keith
Stephens
on
Business
Owner/R
ep
Purple
Heart
Director
Current
Michael
Carilli
Property
Owner/R
ep
101
Broadwa
y
Director
Current
John Eric
Henry
Business
Owner/R
ep
Pinnacle
Drone
Light
Show
Director
Current
Lisa
Villhauer
Property
Owner/R
ep
Arthaus
Jack
London /
Riaz
Capital
Director
Current
Greg
Golinski
Property
Owner/R
ep
Heluna
Health
Director
Current
Chris
Pastena
Communi
ty
Member/
Rep
Chop Bar
(Past)
Director
Past
10 20232024 ProposedRevenue Total 4000 Assessment Income$1,160,256$1,592,282 8700 Contingency allowance for uncollected assessments-$92,821-$159,228Budgeted Revenue$1,067,436$1,433,054Expenditures 7000 MBSSI Maintenance, Beautification, Safety & Streetscape 7100 Ambassador Services- Non-Port Assessment Funds$390,360$557,346 7150 & 7200 Subtotal- Port Share$195,143$204,900 7400 Maintenance Operations + Management$53,408$214,411 Total 7000 MBSSI Maintenance, Beautification, Safety & Streetscape$638,911$976,657 7700 MED Marketing & Economic Development 7710 & 7800 Management & Operations$137,735$155,569 7800 Special Projects$55,400$86,693 Total 7700 MED Marketing & Economic Development$193,135$242,262 8000 AGCR Administration & Government/Community Relations 8010-8450 District Management & Governance$149,485$117,229 8510-8580 Office Operations$56,530$61,958 Total 8000 AGCR Administration & Government/Community Relations$206,015$179,187 Total 8600 Collection Fees$29,375$66,793Total Expenditures$1,067,436$1,464,899Gross Difference $0$0Percentage Allocation by area of WorkManagement Plan 20232024Maintenance & Beautification55%55%61%Marketing & Economic Development18%17%15%Administration & Government19%18%11%Contingency & Collection8%11%14% Jack London Improvement District Simplified View: Operating Budget 2022 Budget Management. The management corporation may reallocate funding within the service categories, not to exceed 10 percent of the annual budgeted amount for each category consistent with the Management District Plan. 2024 Operating Budget Notes: Three new staff positions including two new Ambassador positions and a Public Space Manager, supporting equipment including bikes and branded clean/safe program equipment. Staff positions are more accurately funded by time allocation within work categories.

Wednesday, April 17, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Koreatown Oakland
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Shari Godinez
Email [email protected]
Phone Number (510) 343-5439
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
5 Cleaning Ambassadors/workers
3 Public Safety Officers/Security
Ambassadors
0 Hospitality/Business Outreach
Ambassadors
1 Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
120
Notes about staffing numbers
Two staff are 80% KONO and 20% First Fridays. Two other staff are 100% First Fridays and one staff is 1 80% First Fridays and 20% KONO.

The ambassador team is sub contracted through Streetplus.

How many parcels in your BID? 464
Approximately how many residents in
your BID?
672
Approximately how many occupied
storefronts in your district?
161
Approximately how many vacant
storefronts in your district?
10 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
Streetplus trains ambassadors on CPR, Narcan, and de-
escalation
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Illegal dumping removal
Responds to merchants request to help remove
homeless people sleeping in their doorway.

Cleaning Outputs & Operations
2 Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
3193
Number of bags of trash collected
8164
Pounds of trash collected (if you measure
trash in pounds not bags)
204100
Number of Incidents of illegal dumping
removed
932
Number of 311 requests made
583
Number of hours of pressure washing
705
Number of stickers/posters removed
10575
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
[email protected], also anonymous before account profile was set up.

Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
168
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
Deescalation training
What types of work is done by your
safety staff? Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Respond to calls from merchants for assistance, usually with unhoused people
3 Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
260
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
0 Number of merchant checks
3932
Number of 911 calls made by the BID
17 Number of non-emergency calls made by
the BID
0 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
78 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
12 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
0 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
As grant funds become available
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
60 Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells Install/maintain public art pieces
4 Maintain city trash cans, sweep sidewalks and curbs,
pick up bulky waste, weed and mulch tree wells, plant
flowers
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
5 Number of tree wells maintained
100
Number of banners on street/light poles
installed/mantained
100
Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
0 Number of public plazas
installed/maintained
0 Number of public art pieces
installed/maintained
2 Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Direct mailings
Flyers & posters Email newsletters
Publish press releases News live interviews, radio
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
5 Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
Banners
What types of social media platforms
does your BID actively use? Facebook Twitter Instagram YouTube TikTok
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
7095
48 29
47711
Facebook
18389
334
162656
7300
Instagram
30152
431
178723
33437
Twitter
250
8 1836
43 Tiktok
258
37 0
1015
WhatsApp
0 0
0 0
YouTube
58 11
24600
3100
Average open rate for Emails in 2023:35
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
11 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
35 Amount ($$) of Event sponsorship
provided in 2023
58959
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
275000
6 Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Information Sessions on federal/state/city regulations or programs (e.g. )
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
In-person Merchant outreach & contacts
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
5000
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
15 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
500
BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.

Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
KONO Completed a 50-question survey on the Impact of
Crime on Oakland Businesses, garnering 139 responses
from across Oakland. The results were shared with the D3 councilmember, the Mayor’s office, and the California
Governor. This survey proved instrumental in influencing the Governor’s decision to deploy CHP officers to Oakland and assign additional prosecutors from the California
National Guard and the state’s Department of Justice to bolster prosecution efforts in Alameda County.
7 Accomplishment/New activity description
KONO Camera Project Phase 2 - a). Installed additional 20 cameras in 2023, bringing our total to 78 cameras.

Received Donation for camera $6,850.00 b). Shared video footage with OPD and businesses owners approximately
96 times in 2023. c).Solved four homicides with video
footage provided to OPD investigators. (26th St., 25th St. (double homicide), 28th St.) d.)Received $4,700.00 mini- grant for security cameras from Mayor’s office.

KONO Installed 13 new Oakland First Friday street pole
banners on Telegraph Ave.

Walked door to door to alter KONO businesses about the
Façade and Tenant Improvement grant and successful in
getting 15 KONO businesses to apply.

KONO completed a successful tree pruning in February by all volunteers and compost bins donated by
Councilmember Gallo.

KONO set up a shipping container to collect bulky waste pick up items and have Public Works collect all the items from one location weekly or as needed.

KONO was awarded $20,000 Cultural Arts grant for Korean CultureFest 2023
KONO worked with Oakland BID Alliance to generated a list of OPD policy changes and shared with city.

The KONO gateway mural at 27th and Northgate was
completed in 2022. In 2023 we installed a plaque and lights for mural.

KONO held Board training on the Brown Act &
organizational operations.

New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
KONO plans to install 40 new cameras, covering five more intersections that have been identified as crime “hot
spots”.

Completed KONO organizations Audit for 2022 on March
12, 2024 by Aprio.

KONO is working with four other BID/CBD’s to create a
single hub for all the security video footage in an effort to make it easier and quicker for OPD to investigate crimes.

This initiative aims to streamline the video retrieval
process. We will be working with Safe City.

KONO was picked to do a pilot for reusable food ware,
cups, in 2024 at the KONO Lounge First Fridays.

KONO is working with a film maker, funded by the city, to produce a KONO district promotional short film.
8 New program/activity description
KONO will produce our first Annual Golf Tournament
Fundraiser for Oakland First Fridays on June 24, 2024 in Vallejo at Blue Ridge golf course with a goal to raise
$30,000.

BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

PDF KONO Budget vs. Actuals 2023.pdf
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
$89,535.71 is 1/3 of the carry forward that is being used in the 2024 budget. The total carry forward was divided into the next three years and will be exhausted by or before the renewal year.

Our basic budget is inadequate to meet our basic needs therefore we plan to increase the assessment by 5% for the 2024/25 tax year. We plan to use $11k for new cameras if we do not receive an adequate amount of grant funds from the safety grant.
2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

PDF 2024 KONO Final Budget wit… .pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
24100
Donations
20000
grants
20000
Sales
59996
Sponsors
149988
Vendors
1200
Interest
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
9 What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

April 2, 2024 a Special Board meeting was held to approve the 2024 budget and to discuss the 2024/2025 assessment increase.

April 12, 2024 post cards mailed out to every parcel owner to inform them of the assessment increase vote happening on April 23, 2024. The card includes a QR code that goes to a letter on the KONO website with more details.

April 23, 2024 Special Board meeting to vote on assessment increase What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
668764.02
Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Joseph
Jung
Property
Owner/R
ep
President
Current
Curt
Haven
Property
Owner/R
ep
KP
Market
VP
Current
Alan Wilk
Property
Owner/R
ep
Treasurer
Current
Nick
Haven
Property
Owner/R
ep
Secretary
Current
Mike
Thaler
Property
Owner/R
ep
Director
Current
Mindy
Landmar
k
Property
Owner/R
ep
Sutter
Health
Director
Current
Keun Bae
Yoo
Property
Owner/R
ep
Director
Current
Shakira
Scott
Communi
ty
Member/
Rep
Director
Current
Toni
Blacksto
ne
Communi
ty
Member/
Rep
Director
Current
10 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Gidget
Pugh
Communi
ty
Member/
Rep
Director
Current
Alex
Hahn
Property
Owner/R
ep
Director
Current
Hye
Kyung
Allen
Property
Owner/R
ep
Director
Current
Charles
Long
Property
Owner/R
ep
Director
Current
Don
Mayberry
Communi
ty
Member/
Rep
Director
Current
Nia
Jones
Communi
ty
Member/
Rep
Director
Past
11 KOREATOWN OAKLAND 2023 BUDGET VS. ACTUALS
BUDGET PERFORMANCE Dec 31, 2023
Budget YTD Actuals
INCOME 2023
CBD Assessments $644,865.46) $660,823.13
Other (4.47% of assessments) $28,825.49) $28,196.40
Total Income $673,690.95) $689,019.53
Endowment for Renewal 1.0318% $6,951.14 $7,109.30
Operating Reserves 5% $40,635.69 $33,684.55 $34,450.98
Carry fwd (1/3) of $380,981.04 $648,383.84$126,993.68) $126,993.68) Total Operating Budget $775,377.52$760,048.94) $774,452.93)

EXPENSE DETAILS
Security & Operations Security/Maintenance
Streetplus $302,000.00) $298,619.48
Administrative/Staff
-Executive Assist: CR $14,502.31) $17,751.98
-Executive Director:SG $91,109.14) $80,649.04
Streetscape Improvements $5,800.00) $0.00
Equipment $500.00) $0.00
One Time Projects $0.00) $3,800.00
Supplies $1,000.00) $0.00
Water for power washing $3,750.00) $3,949.89
Storage Rental $900.00) $1,641.96
Landscaping/Tree trimming $3,500.00) $1,527.10
Camera Project phase 2 $45,000.00) $9,980.00
Misc. $3,169.17) $4,680.00
Total $471,230.62) $422,599.45
Administration
Administraion Exec. Director $31,400.00) $44,951.95
ED Medical
Compensation ($ 10,000.00) $0.00
Bonus ED ($ 10,000.00) $0.00
Assistant $34,183.35) $43,843.94
Rent $29,400.00) $29,500.00
Supplies $2,000.00) $5,805.30
Telephone/Internet $3,200.00) $3,092.40
Online Services $2,500.00) $4,212.55
Postage and Delivery $500.00) $84.69
Office alarm $800.00) $781.48
Office Equipment $500.00) $2,687.99
Payroll Tax and Fees $17,000.00) $28,384.02
Professional Fees
-Accounting $7,500.00) $8,110.00
-Consulting $7,000.00) $5,357.96
Health Insurance $4,809.45
AUDIT $0.00 $7,500.00
Retirement:403b/Retirement Insurance $6,420.00 $31,532.72 WFH $6,240.00
Insurance
-Liability Insurance $2,400.00 $3,157.94
-D&O $1,400.00 $1,623.00
-Worker's Compensation $1,900.00 $1,106.56
- Property Insurance - garage $450.00 $0.00
Licenses and Permits $100.00 $299.75
Meals and Entertainment $3,500.00 $6,145.88
Development & Training $2,000.00 $2,741.00
Dues and Memberships $350.00 $0.00
Repair & Maintenance $700.00 $306.16
Travel $500.00 $4,106.05
Taxes $40.00 $0.00
Parking and Tolls $100.00 $82.40
Bank Service Charges $75.00 $56.00
Interest Expense $50.00 $0.00
Utilities $2,700.00 $4,077.50
Misc. $0.00 $162.39
Total $189,717.80) $239,709.63
Marketing & Identity Enhancement Special Events
Administration
Executive Director $7,196.43 $6,610.59
Marketing Director $10,400.00 $3,803.20
Executive Assistant $3,107.48 $3,804.01
Intern $10,500.00 $0.00
Health Care $16,448.03
Banners/Signage $2,000.00 $9,589.78
Holiday Celebrations $4,000.00 $0.00
Print Material, Brochures $3,300.00 $1,933.96
Special Events
First Fridays $25,000.00 $25,000.00
WFH Compension $7,800.00 $6,240.00
Koreatown Culture $4,000.00 $4,487.01
Storage $3,800.00 $3,939.00
Misc. $1,548.58 $0.00
$99,100.52 $65,407.55
Total Expenses $760,048.94$727,716.63 $32,332.31
Budget YTD Actuals
KOREATOWN OAKLAND2024 FINAL BUDGET APPROVED 4/2/2024
Budget
INCOME Notes
CBD Assessments $668,764.022023/24 Assessment 644,865.46 (+ direct bills $22,165.60 and utility rolls $1,733.00) $23,898.60 total Other (4.47% of assessments)$29,893.75To be raised from grants, donations, foundations Total Income $698,657.77
City Fees $6,687.64City charges 1% fee to collect and distribute assessments Endowment for Renewal 1.0318%$6,900.312027 Renewal year Operating Reserves 5% $33,438.20
Carry fwd current end of yr.
$343,607.14 includes $75k CD$89,535.71new carry fwd. (less 75k) Divided by 3 years = $89,535.71 each year Total Operating Budget$741,167.33
EXPENSE DETAILS: Notes
Security & Operations
Security/Maintenance
Streetplus $305,723.68includes 2% increase
Executive Director $77,766.67
Executive Assistant $30,180.80
Streetscape Improvements $0.00
Equipment $0.00$0 last year
One Time Projects $0.00private security, new trash cans, etc.

Supplies $0.00$0 last year
Water for power washing$4,100.00
Trash Services $1,500.00Shipping Container; 121.28 month x 12 months = $1,455.36 Landscaping/Tree trimming$1,600.00Tree well gorilla hair/mulch.

Camera Project phase 3 $23,829.25
$444,700.40 60%
Administration
Exec. Director $40,197.60w/ 2% COL increase
ED Medical Compensation$10,000.00
Bonus ED $10,000.00
Executive Assistant $0.00
Staff Bonus $2,000.00
Social Media Manager $10,000.008 hours week avg.

WFH $14,040.005 Employees
Health Benefits $21,000.00For 2 employees (includeds dental & vision for 4 employees) 403b Retirement/Insurance$11,200.00$230 annual payment to be added for ERISA retirement Insurance Payroll Tax and Fees $30,000.00
Total Salary/Benefits/fees $148,437.60
Rent $31,200.00
Supplies $4,000.00
Telephone/Internet $3,200.00
Online Services $4,000.00
Postage and Delivery $100.00
Office alarm $800.00
Office Equipment $500.00
Professional Fees
-Accounting $8,200.00
-Consulting $5,500.00NBS
Insurance
-Liability Insurance $4,000.00
-D&O $1,700.00
-Worker's Compensation$1,300.00
- Property Insurance - garage
Licenses and Permits $300.00
Meals and Entertainment$3,000.00Includes Holiday dinner/board trainings/board meals Development & Training $500.00CA Downtown Association and IDA conferences Dues and Memberships $0.00 $0 last year
Repair & Maintenance $300.00
Travel $0.00For conferences
Taxes $0.00$0 last year
Parking and Tolls $100.00
Bank Service Charges $70.00Domestic wire fees for receiving funds @$14 each Interest Expense $0.00$0 last year
Utilities $4,200.00PG&E
Misc. $942.60
TOTAL ADMIN $222,350.20 30%

MARKETING
Executive Director $4,435.93
Executive Assistant $30,180.80
Banners/Signage $0.00
Holiday Celebrations $0.00
Print Material, Brochures$2,000.00Annual mail out and a resource guide Special Events
First Fridays $25,000.00
Koreatown Culture $8,500.00grant funds coming in March
Storage $4,000.00basement storage
Total Marketing Expenses $74,116.73 10%
Grand Total $741,167.33
Net $0.00 100%
EXPENSE CATEGORIES 2024
Marketing and Identity
Enhancement $74,116.7310%
Safety, Maintenance, and
Sidewalk Operations $444,700.4060%
Administrative Costs $222,350.2030%
Total Expenses $741,167.33100%
Tuesday, April 16, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name The Lake Merritt Uptown District Association
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Tori Decker
Email [email protected]
Phone Number (510) 213-1530
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
3 Cleaning Ambassadors/workers

5.4 Public Safety Officers/Security
Ambassadors
0 Hospitality/Business Outreach
Ambassadors

5.4 Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
0 Notes about staffing numbers
Our ambassador program is cleaning and hospitality-focused; all staff members serve in both capacities. 1 They clean during the first half of each shift and then return their mega-brutes to base and head back out to work to make business contacts and engage more with the public. I have divided the hours between cleaning and hospitality accordingly.

How many parcels in your BID? 459
Approximately how many residents in
your BID?
1533
Approximately how many occupied
storefronts in your district?
420
Approximately how many vacant
storefronts in your district?
62 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)

CROP, CEO
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Illegal dumping removal
Cleaning Outputs & Operations
2 Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
37460
Number of bags of trash collected
0 Pounds of trash collected (if you measure
trash in pounds not bags)
177026
Number of Incidents of illegal dumping
removed
3302
Number of 311 requests made
380
Number of hours of pressure washing
163
Number of stickers/posters removed
6616
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
[email protected]
Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
220
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
safety staff? Monitoring security cameras
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
3 Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
1000
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
11284
Number of merchant checks
29806
Number of 911 calls made by the BID
0 Number of non-emergency calls made by
the BID
0 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
86 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
47 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
0 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Regular schedule for Safety Patrol
services Day of the Week Start Time End Time
Monday
07:00 AM
11:00 PM
Tuesday
07:00 AM
11:00 PM
Wednesday
07:00 AM
11:00 PM
Thursday
07:00 AM
11:00 PM
Friday
07:00 AM
11:00 PM
Saturday
07:00 AM
11:00 PM
Sunday
07:00 AM
11:00 PM
4 Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
136
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
70 Number of tree wells maintained
0 Number of banners on street/light poles
installed/mantained
60 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
5 Number of public plazas
installed/maintained
2 Number of public art pieces
installed/maintained
15 Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
5 Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Direct mailings
Flyers & posters Email newsletters
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
What types of social media platforms
does your BID actively use? Facebook Instagram YouTube TikTok For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
2760
70 26668
1310
Facebook
11805
205
151700
1210
Instagram
3383
548
103200
2500
Twitter
0 0
0 0
Tiktok
94 0
0 893
WhatsApp
0 0
0 0
YouTube
99 94
0 0
Average open rate for Emails in 2023:41
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
46 6
Number
Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
4 Amount ($$) of Event sponsorship
provided in 2023
23750
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
400
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
In-person Merchant outreach & contacts
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
29806
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
0 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
0 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.
7 Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
Oakland Works Wednesdays - 2023 Summary The story of
OWW is one of direct engagement and connections. This
new initiative has opened doors into our community in a fresh and dynamic way. We are connecting and
showcasing our small storefront businesses with the office employee communities and the residential communities;
developing and curating an ecosystem of mutually
beneficial relationships. In addition to cultivating
connections and highlighting our robust community of
entrepreneurs and innovators, we are integrating the
activation of public spaces to add to the vibrancy of our neighborhood. Our AMP partnership with the Oakland
School for the Arts, showcasing the amazing talent of our youth to our downtown employees, residents, and visitors, is a prime example of the abundance and deep roots our
organization has developed over the years. Wednesday is the tip of the iceberg. By focusing on Wednesdays, a day we found in preliminary surveys as the most busy day at corporate offices, we believe to show proof of concept that the energy and desire is here to bring back the vibrancy downtown had prior to the pandemic. The culmination of
this effort is to uplift all enterprises, to highlight what is here, and help imagine what could be. Together we will
activate, elevate, and celebrate our vibrant community. In mid-July of 2023 the Uptown Downtown Oakland
Community Benefit Districts partnered with Aitan Mizrahi to move forward with the Oakland Works Wednesdays
initiative. The initiative, originally conceived of by Cortt Dunlap of Awaken Cafe & Roasting in the Spring of 2023, had slowed down from the initial push due to lack of
capacity by the stakeholders. The hiring of Aitan as
coordinator reinvigorated this project, providing a
dedicated individual to hit the streets and meet face-to-face with local businesses. This strategy has proven effective based on the number of ground-floor businesses, corporate offices, and residential complexes participating. In addition to connecting these key stakeholders, The Oakland School for the Arts students have put on five performances so far and are scheduled to perform twice a month, through May 2024, activating public space and enhancing the overall experience for our downtown community. Notable
Successes Storefront Retail We are asking our ground floor businesses to join us in this initiative by: Registering on the website and adding their information to our directory
Offering a special to their customers on Wednesdays Post the window cling on their storefront In exchange for
participating we offer: Placement on the website and map Direct engagement Regular digital emails with highlights and strategies to maximize the impact Publicity on our
social media platforms Of the 140 businesses approached to participate in the initiative, 79 have signed up to be featured on the website. Of those, 56 are offering discounts (70%), and 49 have window clings. Residential 9 residential buildings are spreading the word to their tenants by posting physical flyers in the common spaces and sharing our
message via internal communications and their social
media platforms. Corporate Offices Our corporate partners are also sharing the message with their teams and are
looking forward to more opportunities to share with their employees. Public Space Activation We are proud of our
partnership with OSA in activating the downtown public
8 space. When the weather permits they set up at Latham Square and if it rains they end up at Awaken Cafe. So far, we’ve had six performances ranging from big bands to
duets to poetry readings. Local Economy The OakCentric
eGift Card is a strategy to connect the consumer with our retail. Keeping the dollars local maximizes the impact. The card is purchased online and can be used at participating businesses. Summary The story of OWW is one of direct
engagement and connections. This new initiative has
opened doors into our community in a fresh and dynamic
way. We are connecting and showcasing our small
storefront businesses with the office employee
communities and the residential communities; developing and curating an ecosystem of mutually beneficial
relationships. In addition to cultivating connections and highlighting our robust community of entrepreneurs and
innovators, we are integrating the activation of public spaces to add to the vibrancy of our neighborhood. Our
AMP partnership with the Oakland School for the Arts,
showcasing the amazing talent of our youth to our
downtown employees, residents, and visitors, is a prime example of the abundance and deep roots our organization has developed over the years. Wednesday is the tip of the iceberg. By focusing on Wednesdays, a day we found in
preliminary surveys as the most busy day at corporate
offices, we believe to show proof of concept that the
energy and desire is here to bring back the vibrancy
downtown had prior to the pandemic. The culmination of
this effort is to uplift all enterprises, to highlight what is here, and help imagine what could be. Together we will
activate, elevate, and celebrate our vibrant community.

Vendor Transition from National clean and safe services provider, Block by Block, to Oakland-based, District Works.

Their values align with those of the district with a focus on placemaking and community building and they embody an
employee-first model.
n/a
New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
Muralists of Oakland Film Screening - featuring the works of 6 talented muralists and their impact on our downtown.

Locals' Night Out Bar Crawl(s) - small business support initiative.
n/a
BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

PDF December_2023_LMU_Budge….pdf
9 Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
We carried forward $48,761.60 from 2023 into 2024 - a combination of expense category underspend and reserve funds. Those carry-forward dollars were plugged into the 2024 operating budget as a reserve and distributed according to our prescribed percentage allocations into Clean and Safe Enhancements and Marketing and Administrative Enhancement budget line items. 2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

PDF LMUDA_2024_Operating Bud….pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
800000
Additional Services Contracts -
PG&E, Kaiser
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

The 5% annual assessment increase was discussed and approved at the March 13, 2024 LMUDA board meeting. Prior to that meeting, a postcard was mailed to all affected stakeholders alerting them to the discussion of said increase on March 13 and directing them to a letter on our website detailing the justification. The postcard was mailed out on February 23, 2024.

What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
2109926.76
Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Sara de
la Riva
Property
Owner/R
ep
Rubicon
Point
Partners
President
Current
10 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Kim
Bardakia
n
Business
Owner/R
ep
Kapor
Center
for Social
Impact
VP
Current
Ruth
Simon
Condo
Owner/R
ep
Broadwa
y Grand
Resident
Treasurer
Current
Nicole
Price
Property
Owner/R
ep
Starwood
Capital
Group
Secretary
Current
Terry
Wood
Business
Owner/R
ep
Kaiser
Permane
nte
Director
Past
Don
Rogers
Property
Owner/R
ep
CIM
Group
Director
Current
Yvette
McCoy
Business
Owner/R
ep
BART
Director
Past
Ke
Norman
Business
Owner/R
ep
Nailphori
a Day
Spa
Director
Past
Ramsey
Wright
Communi
ty
Member/
Rep
Kidder
Mathews
Director
Current
Tederal
Glover
Property
Owner/R
ep
Kaiser
Permane
nte
Director
Current
Deborah
Boyer
Communi
ty
Member/
Rep
n/a
Director
Current
11 Actual Budget
Income
Assessment Revenue 1,835,616.22 1,859,856.02
(Reserve) 0.00 -55,000.00
Prior Year Bal - Carry Forward 0.00 126,330.37
Total Assessment Revenue $ 1,835,616.22 $ 1,931,186.39 Total Income $ 1,835,616.22 $ 1,931,186.39
Gross Profit $ 1,835,616.22 $ 1,931,186.39
Expenses
Clean and Safe Enhancements 0.00 0.00
Clean and Safe 1,105,173.38 1,113,237.00
Misc. 1,093.09 3,000.00
Outreach Coordinator 12,282.42 15,000.00
Program Coordinator 53,574.00 53,574.00
Program Director 65,862.00 65,862.00
PROW Maintenance 147,178.62 133,202.59
Total Clean and Safe Enhancements $ 1,385,163.51 $ 1,383,875.59 Marketing and Economic Enhance. 0.00 0.00
Accounting Expenses 16,591.04 15,100.00
Annual Stakeholder Event 0.00 3,500.00
Computer Service & Support 292.51 1,500.00
Consulting & Legal Expenses 0.00 500.00
Digital Media Coordinator 49,293.98 53,344.00
Fees & Permits 654.37 5,685.80
Insurance 0.00 0.00
Directors & Officers 600.00 600.00
General Liability 5,242.00 5,242.00
Total Insurance $ 5,842.00 $ 5,842.00 Marketing and Communications 36,533.60 35,000.00
Misc 4,314.15 4,000.00
Office furniture & equipment 4,518.68 7,500.00
Postage, shipping, delivery 423.96 260.00
Printing & copying 2,620.11 2,500.00
Public Space Programming 51,774.79 60,000.00
Rent 71,611.72 73,500.00
Staff and Board Development 14,652.62 10,000.00
Staff Personnel 262,979.00 262,979.00
Supplies 2,475.85 3,000.00
Telephone & telecommunications 3,443.10 3,100.00
Total Marketing and Economic Enhance. $ 528,021.48 $ 547,310.80 Total Expenses $ 1,913,184.99 $ 1,931,186.39
Lake Merritt-Uptown District Association
Budget vs. Actuals: LMUDA 2023 OPerating Budget - FY23 P&L January - December 2023
2024 LMUDA Operating Budget
2024
Budget Notes % by Category
Income
Assessment Revenue (97% collection) 1,944,146.37 €
(Reserve) -51,878.97 € 2% of anticipated collection. 2% Prior Year Carry Forward 48,761.60 € Includes remaining Reserve and and projected expense category underspend.

Total Assessment Revenue $ 1,941,029.00 €
Total Income $ 1,941,029.00 €
Expenses
Clean and Safe Enhancements
Clean and Safe 1,145,285.00 € Incorporates a 3% increase to maintain current service levels.

Misc. 2,000.00 € Outreach Coordinator 15,000.00 €
Program Coordinator 55,181.00 € Incorporates a 3% increase and COE increase inclusive of additional employee benefits.

Program Director 67,838.00 € Incorporates a 3% increase and COE increase inclusive of additional employee benefits.

PROW Maintenance 135,000.00 € Allocation based on anticipated need. Includes monthly cost for Advanced Reporting Platform.

Total Clean and Safe Enhancements$ 1,420,304.00 € 71%
Marketing and Economic Enhance.

Accounting Expenses 4,600.00 € Includes tax preparation and Bill.com processing fees.

Annual Stakeholder Event 3,500.00 € We are going to make this happen in 2024!! Computer Service & Support 500.00 €
Consulting & Legal Expenses 500.00 €
Digital Media Coordinator and Support52,999.00 € Incorporates a 3% increase and COE increase inclusive of additional employee benefits.

Memberships, Fees & Permits 2,000.00 €
Insurance
Directors & Officers 600.00 €
General Liability 5,408.00 €
Marketing and Communications 30,000.00 €
Misc 5,000.00 €
Office furniture & equipment 5,000.00 €
Postage, shipping, delivery 500.00 €
Printing & copying 2,750.00 €
Public Space Programming 50,000.00 €
Rent 72,500.00 € Best guess with information at hand - will keep everyone apprised as things develop.

Staff and Board Development 7,500.00 € Allocation based on anticipated needs.

Staff Personnel 270,868.00 € Incorporates 3% increase and COE increase inclusive of additional employee benefits.

Supplies 3,000.00 €
Telephone & Telecommunications 3,500.00 € Increase due to wifi upgrade in ambassador suite.

Total Marketing and Economic Enhancements$ 520,725.00 € 27% Total Expenses $ 1,941,029.00 €
$ 0.00 €
Monday, April 15, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Lakeshore Avenue BID
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Carol Knight
Email [email protected]
Phone Number 5105080253
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
0 Cleaning Ambassadors/workers
1 Public Safety Officers/Security
Ambassadors
1 Hospitality/Business Outreach
Ambassadors
1 Other Seasonal/Part-time staff
3 Volunteers (not counting your board
members)
3 How many parcels in your BID? 45
Create your own automated PDFs with Jotform PDF Editor- It’s free 1 Approximately how many residents in
your BID?
0 Approximately how many occupied
storefronts in your district?
70 Approximately how many vacant
storefronts in your district?
13 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
Unity Council
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
104
Number of bags of trash collected
480
Pounds of trash collected (if you measure
trash in pounds not bags)
Number of Incidents of illegal dumping
removed
3 Number of 311 requests made
52 Number of hours of pressure washing
48 Number of stickers/posters removed
20 Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
Carol Knight,
[email protected],
510-508-0253,Abebe
Lemma,caroldru@aol.
comCreate your own automated PDFs with Jotform PDF Editor- It’s free 2 Number of days per week cleaning
services are provided (1-7 days/wk)
5 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
20 Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
safety staff? Crime prevention workshops
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
200
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
2912
Number of merchant checks
8000
Number of 911 calls made by the BID
100
Number of non-emergency calls made by
the BID
200
Create your own automated PDFs with Jotform PDF Editor- It’s free 3 Number
Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
0 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
40 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
25 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells
Install / mantain banners on street/light poles
Install pedestrian-oriented lighting (including stand-alone light poles and lights on private buildings that illuminate the public right of way)
Install/maintain Big Belly trashcans
Install/maintain public plazas
Install/maintain public art pieces
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
15 Number of tree wells maintained
20 Create your own automated PDFs with Jotform PDF Editor- It’s free 4 Number
Number of banners on street/light poles
installed/mantained
0 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
20 Number of Big Belly trashcans Installed
and maintained
3 Number of public plazas
installed/maintained
4 Number of public art pieces
installed/maintained
2 Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Flyers & posters
Email newsletters
monthly newsletter posted to website
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Parades at Easter and Halloween for families
What types of social media platforms
does your BID actively use? Facebook Instagram
NEws letters of Homeowners and Splash Pad News
Create your own automated PDFs with Jotform PDF Editor- It’s free 5 For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
125
1500
Facebook
897
556
809
Instagram
877
562
Twitter
Tiktok
WhatsApp
YouTube
Average open rate for Emails in 2023:0
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
4 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
6 Amount ($$) of Event sponsorship
provided in 2023
4000
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
75 Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Create your own automated PDFs with Jotform PDF Editor- It’s free 6 Social Events (e.g. networking events, meet & greets, sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
In-person Merchant outreach & contacts
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
70 Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
35 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.

Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
This years focus was to bring Merchants from Grand and
Lakeshore together to create a strong retail presence. With this idea in mind we have brought together OPD,
Homeowners, community leaders and merchants to meet
every quarter and create a list of items that will benefit our retailers with sales and safety. This project has been very successful and is growing in participation with more and more merchants coming each time.

We have worked with the LGBTQ center to make our BID
part of the Cultural Community, and we accomplished this.

We have made sure Lakeshore Avenue stays clean, by
hiring PCS of the Unity Council here in Oakland, to do
steam cleaning every four months with the increase of
homelessness in Oakland and the lack of places for the
unhoused to go to the restroom. We feel this is a very
important move to keep our Avenue safe and clean.

Every year for the past 28 years Our BID has provided a Easter parade, a Halloween parade and a Christmas stroll.

These are very important events to our community and to our merchants.

Create your own automated PDFs with Jotform PDF Editor- It’s free 7 Accomplishment/New activity description
We also put out a monthly blog along with Splashpad news, gathering information from each merchant of what is
happening in their shop example :special sales, special promotion and new arrivals. Share new store openings, this letter goes out to entire community.

New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
Our main goal, is to find and create an office space for the OPD walking officers, And CRO officers in our area, we feel that with crime been up a larger police presence will help. we also feel that we need to give them a place to go to the restroom a place to sit down and do reports will be a win- win for all.

We are also working with the LGBTQ to try and raise money to have some community ambassadors in our area
We also have a triangle at Lakeshore and Lakepark, this is an open dirt hole right now that’s supposed to be managed by the city. We cannot seem to get them to do it as they keep saying they have no funds and no one to do it so we are going to beautify this triangle so when you first come onto Lakeshore, you could see something pretty. The bid will be providing plants dirt and labor the LGBTQ is going to get volunteers.

We are also trying to get the city to help us with the
landlords that have not rented they’re building in many many years. We have three properties that people would
like to rent and the landlord continually turned down offers.

One of these properties has been vacant for over 10 years.

BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)

1. Public and Merchant Safety more communication with OPD and our community Resource Officer. Our Security works 7 days a week 9 hours each day.

2. Collaboration with LGBQT Center and GABA to Make Lakeshore a Cultural District

3. Collaboration with GABA, Nikki Bas and OPD to sponsor Safety meetings with all Merchants in our area.

4. Our Christmas, Easter and Halloween Events that invite the community to our Avenue for numerous, activities for Family fun and shopping.

5. Keeping our streets clean for shoppers, the community, and merchants.

6. Better communication between businesses and BID with monthly meeting attendance increasing every month.

We have a carry over from last year of $15,000. for security cameras We do put a $2000.00 away each year to save for next BID renewal Create your own automated PDFs with Jotform PDF Editor- It’s free 8 2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
Yes
What is the proposed assessment
increase for Fiscal Year 2024/2025?
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:

Our Annual meeting is Scheduled for June 24, 2024. All BID members will be notified by mail,about meeting voting on new Officers and Increase along with guest speakers from city.

What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
239
Create your own automated PDFs with Jotform PDF Editor- It’s free 9 2023 YTD
12/31/2023
207589.85
Community Raised Funds (1.39% of Budget) 3000
210589.85

103,787.20$
53,397.20$
13,130.20$
Economic Vitality
1,471.91$
600.00$
19,963.09$
247.14$
Bid Renewal (annual reserve) (business registration on budget) 2,000.00$ 4,365.23$
204,678.17$
210,589.75
Reserve set aside for OPD Resource Center @$500/mo
Description BID RENEWAL
Lakeshore Avenue Business Improvement District
3534 Lakeshore Ave, Oakland, California 94610

LAKESHORE/LAKE PARK BID
BUDGET FOR 2023
Income
Estimated Bid Collections (FY 22/23 Assessment roll total ) 5% INCREASE $216,054.50 Carry Forward from 2021 (Reserve for Nonpayment) (Interest Bearing) $0.00 $3,045.50
Total Available Funds (includes $10K grant and $117.71 interest income) $219,100.00 Expenditures
Environmental/Clean/Safe/Beautiful
Security ($97,000.00)
Street Maintenance ($49,500.00)
Gardners ($10,500.00)
Profesional Expenses (Accounting $2500/Insurance $2300) ($4,800.00) Promotions/Facebook/Instragram ($3,500.00)
Banners ($2,500.00)
Administration/Reserve Fees
Administration ($32,837.00)
Office ($1700)/Annual Meeting ($1800) ($3,500.00)
($2,000.00)
Total Expenditures ($219,100.00)
City Fees 3% and County Fees 3% based upon $219,100 (business ex on budget)($12,963.00) $5,716.20 Total Expenses ($219,100.00)
Reserve For Nonpayment (Year-End Balance) $0.00 $5,911.58 3534 Lakeshore Ave, Oakland, California 94610

LAKESHORE/LAKE PARK BID
PROPOSED BUDGET FOR BID 2024
Description
BID

RENEWAL
Income
Estimated Bid Collections (FY 23/24 Assessment roll total ) 5% INCREASE $226,855.00
Carry Forward from 2023 (Reserve for Nonpayment) (Interest Bearing) $0.00
Community Raised Funds (1.39% of Budget) $3,198.00 Total Available Funds $230,053.00
Expenditures
Environmental/Clean/Safe/Beautiful
Security ($106,700.00)
Street Maintenance ($50,000.00)
Gardners ($10,025.00)
Economic Vitality
Promotions/Facebook/Instragram ($3,150.00)
Banners ($2,500.00)
Administration/Reserve Fees
Administration ($31,313.00)
Office ($1700)/Annual Meeting ($1800) ($3,500.00)
Bid Renewal (annual reserve) (business registration on budget) ($2,000.00) Profesional Expenses (Accounting $2500/Insurance $4562) ($7,065.00) City Fees 3% and County Fees 3% based upon $230,000 (business ex on budget) ($13,800.00)
Total Expenses ($230,053.00)
Reserve For Nonpayment (Year-End Balance) $0.00
Total Expenditures ($230,053.00)

Monday, April 15, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Laurel District Association
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Daniel Swafford
Email [email protected]
Phone Number (510) 452-7392
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
.6
Cleaning Ambassadors/workers
.5
Public Safety Officers/Security
Ambassadors
.5
Hospitality/Business Outreach
Ambassadors
.1
Other Seasonal/Part-time staff
.25
Volunteers (not counting your board
members)
35 How many parcels in your BID? 102
1 Approximately how many residents in
your BID?
100
Approximately how many occupied
storefronts in your district?
106
Approximately how many vacant
storefronts in your district?
19 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
Peralta Services
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
225
Number of bags of trash collected
1000
Pounds of trash collected (if you measure
trash in pounds not bags)
0 2
Number per year
Number of Incidents of illegal dumping
removed
55 Number of 311 requests made
40 Number of hours of pressure washing
25 Number of stickers/posters removed
300
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
Daniel Swafford; Montclair Village
Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
30 Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
safety staff? Installing security cameras
Monitoring security cameras
Crime prevention workshops
Street patrol/ambassadors Coordination with OPD
Walking safety escorts
Safety Outputs & Operations
3 Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
500
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
1964
Number of merchant checks
1000
Number of 911 calls made by the BID
20 Number of non-emergency calls made by
the BID
30 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
10 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
18 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
100
Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Throughout the year
Regular schedule for Safety Patrol
services Day of the Week Start Time End Time
Tuesday
Wednesday
Thursday
Friday
Saturday
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
0 4
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells
Install / mantain banners on street/light poles
Install pedestrian-oriented lighting (including stand-alone light poles and lights on private buildings that illuminate the public right of way)
Install/maintain public plazas
Install/maintain public art pieces
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
80 Number of tree wells maintained
40 Number of banners on street/light poles
installed/mantained
54 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
0 Number of public plazas
installed/maintained
0 Number of public art pieces
installed/maintained
12 Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
5 What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted)
Physical advertising (billboards, bus shelters, BART
stations, etc)
Flyers & posters Email newsletters
Publish press releases
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
What types of social media platforms
does your BID actively use? Facebook Instagram
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
3500
23 40000
1200
Facebook
2900
260
2600
600
Instagram
3983
260
35000
2200
Twitter
0 0
0 0
Tiktok
0 0
0 0
WhatsApp
0 0
0 0
YouTube
0 0
0 0
Average open rate for Emails in 2023:52
Events and District Promotions Outputs & Operations
6 Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
12 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
8 Amount ($$) of Event sponsorship
provided in 2023
3000
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
35000
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Information Sessions on federal/state/city regulations or programs (e.g. )
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
1000
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
2 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
40 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.
7 Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
Trash Can Repair (18)
Custom art from Oakland artist on 11 trash cans
Live In The Laurel monthly concert series
Holiday Safety Ambassador Program and comprehensive
data analysis
New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
Live in the Laurel Music Series
Street Pole Banner Art
Laurel Mural Tour
BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

XLS
X 2023 Laurel_BID_Budget to … .xlsx
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
$13,282 Carryover into safety and security as there is currently a safety crisis in Oakland, especially in commercial districts.
2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

XLS
X 2024 Laurel_BID_Budget.xlsx
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
100000
Event Income
50000
Grant Funding
4000
Interest income
8 Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
No
What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
232828.13
Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Jain
Williams
Property
Owner/R
ep
State
Farm
Insuranc
e
President
Current
Joanne
Wong-
Lam
Property
Owner/R
ep
Secretary
Current
Dorothy
Okamoto
Property
Owner/R
ep
Treasurer
Current
Alysia
Gritz
Property
Owner/R
ep
Marquard
t
Property
Manage
ment
Director
Current
Kao
Saelee
Business
Owner/R
ep
Jo’s
Modern
Thai
Director
Current
Lorie
Mata
Property
Owner/R
ep
Director
Current
Jonathan
Evans
Communi
ty
Member/
Rep
Director
Past
Toshia
Thompso
n
Business
Owner/R
ep
Savvy
The
Salon
Director
Past
Vincent
Phua
Property
Owner/R
ep
Director
Current
Zinzi
Zareef
Business
Owner/R
ep
Mizaan
Boutique
Director
Current
9 Laurel District Association 2023 Budget
INCOME Projected Actual
Projected Assessments 2023 232,828.13$ 211,921.52$ Estimated Income from Other Sources - Grants -$ 50,637.50$ Direct Community Grant, was spent mainly in 2022 on Ambassadors Estimated Income from Other Sources - Events 45,000.00$ 167,898.94$ Estimated Income from Other Sources - Interest; Donations/ Direct 10,000.00$ 10,128.00$ Carryover 2022 1,000.00$ 3,893.14$
Total BID Balance for 2023 288,828.13$ 444,479.10$ 2023 Budget 2023 Actual Notes

EXPENSES
Organization
Rent $ 1,200 2,100.00$
Staffing $52,000 52,000.00$
Payroll Expenses $1,500 1,410.29$
Grant Program Administration $0 24,940.93$ Won grants admin Telephone & Fax $900 900.00$
Internet $0 see rent
Insurance $6,000 3,142.28$
Accounting & Taxes $2,500 2,650.00$
Bank Charges/Interest
Annual Dinner/Merchant Meetings/Memberships $1,000 -$ Deferred due to safety crisis Office Supplies $1,000 1,152.63$
Postage $300 285.00$
Printing $3,500 3,600.00$
Unallocated/Misc $0
Subtotal $69,900 92,181.13$
DISI General
Website & Graphic Design $3,000 3,000.00$
Directory $2,000 -$ Deferred due to safety crisis Signage/Banners/Artwork/Decorations* $11,500
Merchant & Social Media $5,000 277.75$
Special Events & Marketing $12,000 29,350.33$ Increased sponsor/vendor revenue for small events required increased expenses for production Street Festival $100,000 123,924.58$ Increased sponsor/vendor revenue for LSF required increased expenses for production Advertising $7,400
Security $38,500 104,798.20$ Grant funded Holiday Safety Ambassador Program; Grant funding payment received in 2024 [$93,700] of which $66,298.20 was spent in 2023; $38,500 of Assessment funds are directed to the annual (12 month) security program Unallocated
Subtotal $179,400 $ 261,350.86
PROWSO
Maintenance and Landscaping $43,000 44,406.86$
Capital Improvements $25,000 22,310.00$
Unallocated
Subtotal $68,000 66,716.86$
OTHER
County Fee (1.7%) $2,888 3,602.67$
City Fee $500 2,119.00$ 1%
Subtotal $3,388 5,721.67$
Contingency Reserves $9,785 10,500.00$ ~ 5% of Assessment Total Expenses $330,473 436,470.52$
Carryover 8,008.58$
Laurel District Association
2024 Budget
INCOME Projected Actual
Projected Assessments 2024 232,828.13$
Estimated Income from Other
Sources - Grants 50,000.00$
Estimated Income from Other
Sources - Events 100,000.00$
Estimated Income from Other
Sources - Interest 10,000.00$
Carryover 2023 13,000.00$
Total BID Balance for 2023 405,828.13$ -$
2024 Budget 2024 Actual

EXPENSES
Organization
Rent $ 2,100
Staffing $52,000
Payroll Expenses $2,500
Grant Program Administration $15,000
Telephone & Fax $900
Internet $0
Insurance $6,000
Accounting & Taxes $2,500
Bank Charges/Interest
Annual Dinner/Merchant
Meetings/Memberships $1,000
Office Supplies $1,000
Postage $300
Printing $3,500
Unallocated/Misc $0
Subtotal $86,800 -$
DISI General
Website & Graphic Design $3,000
Directory $2,000
Signage/Banners/Artwork/Decorati
ons* $16,000
Merchant & Social Media $5,000
Special Events & Marketing $20,000
Street Festival $100,000
Advertising $7,400
Security $45,000
Unallocated
Subtotal $198,400 $ -
PROWSO
Maintenance and Landscaping $43,000
Capital Improvements $28,000
Unallocated
Subtotal $71,000 -$
OTHER
County Fee (1.7%) $3,958
City Fee $3,492
Suspense $9,785
Subtotal $17,235 -$
Contingenct Reserves
Total Expenses $373,435 -$
Carryover 32,393.13$ -$
Tuesday, April 16, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Oakland Convention and Visitors Bureau
Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Brook Yciano
Email [email protected]
Phone Number (209) 740-6634
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff

5.3 Cleaning Ambassadors/workers
0 Public Safety Officers/Security
Ambassadors
0 Hospitality/Business Outreach
Ambassadors
0 Other Seasonal/Part-time staff
0 Volunteers (not counting your board
members)
0 Notes about staffing numbers
FTE for staffing represents the split of Visit Oakland staff and consultants between Measure C funding 1 and TBID funding.

Consultants include, marketing, finance, HR, governance, public relationships, and partnerships.

How many parcels in your BID? 26
Approximately how many residents in
your BID?
26 Approximately how many occupied
storefronts in your district?
26 Approximately how many vacant
storefronts in your district?
5 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
No
Cleaning Outputs & Operations
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
No
Safety Outputs & Operations
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
No
Streetscape/Beautification Outputs & Operations
Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
2 What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted)
Physical advertising (billboards, bus shelters, BART
stations, etc)
Direct mailings Flyers & posters
Email newsletters Publish press releases
What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
What types of social media platforms
does your BID actively use? Facebook Instagram LinkedIn YouTube TikTok Threads
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
23614
75 130200
9200
Facebook
25255
247
1900000
41400
Instagram
59213
1485
1400000
401000
Twitter
0 0
0 0
Tiktok
412
42 WhatsApp
0 0
0 0
3 Number of
subscribers/followe
rs as of Dec 31,
2023
Number of
posts/emails sent
in 2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
YouTube
820
17 0
0 Average open rate for Emails in 2023:54.55
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
5 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
17 Amount ($$) of Event sponsorship
provided in 2023
166500
Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
60455
Business Support
Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Partnership Promotions for Kind Traveler, Amtrak, BART, SF Bay Ferry, Bay Crossing, Oakland Airport, Southwest
Airlines, and Oakland Restaurants and Shops are
promoted through out the year, we have Oakland
Restaurant Week, Shop Local (Oakland Businesses),
Oakland Style, Chef Highlights
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
1 4
Number
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
1 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
1 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.

Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
Oakland Style: In October 2023, Visit Oakland introduced Oakland Style, an annual fall extravaganza celebrating the essence of The Town through art, fashion, music, cuisine, and culture. The inaugural five-day event garnered
significant attention, attracting a total of 274,000 active users to our website, engaging 345,000 social media
accounts, and amassing over 396,000 views on reels and
videos. The event sold out its diverse array of unique
activities, fostering a dynamic atmosphere that resonated with both residents and tourists, revitalizing Oakland's cultural landscape.
2023 Marketing Accomplishments: In 2023, Visit Oakland
made significant strides in marketing, including the
creation of dedicated landing pages for key citywide events and initiatives such as Lunar New Year, Black History
Month, Juneteenth, AAPI Heritage Month, and Hispanic
Heritage Month. The organization's social media presence experienced notable growth, surpassing 100,000 users
across various channels and reaching 3.4 million accounts.

A TikTok account was successfully launched, expanding
the reach to a new platform. The Visit Oakland website
maintained strong performance, attracting 1.03 million
active users and generating over 1.3 million sessions.

Moreover, the consumer newsletter subscriber list
expanded to over 13,600 subscribers, achieving an
impressive 42% open rate. Inspiration Guide Produced our new 2023 Inspiration Guide showcasing more than 80 local businesses, highlights 25 members of our community, and shares The Town with more than 3 million annual viewers.

Oakland Restaurant Week: In 2023, Oakland Restaurant
Week showcased the city's culinary scene with 130
participating restaurants and garnered significant online engagement, with 159,000 pageviews on the event's
website. Social media outreach was robust, reaching
429,000 accounts, and reels/videos amassed 537,000
views. The event received extensive media coverage, with 31 placements and appearances in just 14 days, reaching an impressive audience of 79.2 million. Overall, Oakland Restaurant Week was successfully promoted, generating
media impressions totaling 24.5 million.
5 Accomplishment/New activity description
Michelin Event In 2023, Visit Oakland brought MICHELIN to Oakland where more than 200 chefs from across California came to The Town for the Michelin Star Awards Ceremony.

The event was held at Chabot Space and Science Center - under the stars.

Think Oakland First In 2023, Visit Oakland planned the
“Think Oakland First” Holiday campaign and showcased
many Oakland businesses as we encouraged our residents
and visitors to shop local.

James Beard Platform Event with Oakland Chefs in New
York Took Oakland Chefs to New York City to cook at the James Beard Platform space and showcase Oakland to
media and New York City residences to encourage travel to Oakland.

Public Relations Highlights: Collaborated with CBS Travel Correspondent Peter Greenberg on an Oakland radio show
and television segment, extending our reach to a national audience of 250 million. Welcomed nine writers and
influencers from the Black Travel Alliance for a three-day immersion in Oakland. Their social media content and blog posts highlighted the city's attractions, restaurants, and event venues, amplifying Oakland's appeal. Created a kid- friendly coloring sheet featuring Oakland's local attractions, engaging younger audiences and promoting community
involvement. Secured extensive media coverage
throughout the year, spotlighting Oakland's neighborhoods and community, resulting in an impressive 1.2 billion
impressions.

Sales Highlights for 2023: Successfully hosted the
Northern California Meeting Professionals International Annual Conference & Expo at the Oakland Convention
Center, engaging 450 professional meeting planners and
suppliers through a dynamic trade show and sessions.

Exhibited and hosted seventeen (17) trade shows and
client events across various markets including corporate, association, government, leisure, and sports. Participated in the Blue Shield Employee Town Hall meeting, providing local restaurant, hotel, and activity information to
headquarters employees. Distributed "Travel Safely" safety tips to meeting professionals and community members in
hotels and venues, enhancing Oakland's reputation as a
desirable city for meetings. Hosted a familiarization trip for the Black Travel Alliance travel managers, promoting hotels and venues for future group bookings and individual travel.

Sponsored the Municipal Association of Women in
Northern California annual meeting and the East Bay
Chapter of the American Institute of Architects, supporting women in government and architectural professionals.

Hosted the Professional Convention Management
Association at the Oakland Coliseum and organized a
breakfast meeting at Kissel Uptown Oakland. Hosted the
California Society of Association Executives Bay Area
Council chapter meeting, fostering networking and
collaboration among association executives in the region. 6 Accomplishment/New activity description
Partnerships Accomplishments: Developed the following
2023 Strategic Partnerships to amplify marketing efforts and increase visitors to Oakland Wanderlust Content Studio - created partnership for Visit Oakland's 2023 Inspiration Guide Kind Traveler - created partnership to participate in a Visit California Campaign BART - collaborated on
partnership for Oakland Restaurant week and Art Murmur's East Bay Open Studios to highlight Oakland Art galleries and Studios Amtrak San Joaquins - worked together to
create a Black Joy Parade Getaway Giveaway SF Bay Ferry - developed partnership which allows Visit Oakland to
promote on their digital marketing screens Bay Crossings SF Ferry Bldg - began partnership to promote Oakland on their marketing screens and to have our VO rack cards
available in the SF Ferry Building Oakland Airport -
developed partnership to have digital screen opportunities to promote various Oakland Community events as well as
welcome signs for event attendees
New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
2024 Public Relations and Communications Outlook: •
Welcoming 16 International journalists to showcase
Oakland as California’s Culinary Playground in partnership with Visit California. • Secured feature that will include Oakland’s Chinatown neighborhood in AFAR – one of the
leading travel publications that reaches 34 million readers.

The story will run in 2024. • Expanding the second annual Oakland Style event taking place October 9 – 13, 2024. • Taking Oakland on the road to promote The Town in
Mexico City, New York, Los Angeles, Sacramento and other feeder markets.
2024 Sales Outlook: • Host a familiarization rip with Volaris Airlines for wholesale tour operators from San Salvador; Volaris Airlines has direct flights to OAK from El Salvador and Mexico City. • Participate in Tour Connection; travel show focusing on all aspects of the entertainment market. • Hosting professional clients at an event in Sacramento promoting Oakland has a premier destination to conduct
meetings and events. • Conduct (17) seventeen trade
shows & client events in the corporation, association,
sports, entertainment, leisure and government markets. • Sponsor association groups that bring group business to Oakland.
2024 Partnership Outlooks: Identify multicultural marketing opportunities, including outreach to various affinity groups and organizations to promote community events and
overnight hotel stays. Collaborate with Amtrak Capitol
Corridor to increase visitors from Sacramento to Oakland.

Develop a partnership with the new owners of the Oakland Marathon and cross-promote Oakland Restaurant Week.

Work closely with Delta Airlines to promote the new ATL- OAK daily nonstop flight starting June 7, 2024. Focus on offsetting overhead costs for Visit Oakland's Signature Events through prospecting and developing partnerships. 7 New program/activity description
2024 Marketing Outlook: Launch the “Love our Lake”
campaign in partnership with Fairyland and the OMCA to
promote events at Lake Merritt. Introduce the “Oakland
Summer Vibes” campaign from Memorial Day through
Labor Day, highlighting summer activities in Oakland.

BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

XLS
X Visit Oakland Financials (Sta….xlsx
XLS
X Visit Oakland Financials (Sta….xlsx
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
Of the total surplus, 3% contingency was help as operating reserves, the remaining $60,656 will be used to fund FY 23-24 TBID activities. It typically takes 90 days to receive an update on total revenue collected for a specific month and payments are made 90-120 days after a month ends. Not knowing the revenue total and knowing there is a delay in payments, we do try to be on the conservative side to avoid cash flow problems.
2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

XLS
X Visit Oakland Board Approve….xlsx
PDF Visit Oakland Current 2023-2….pdf
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
6000
Sponsorships
8 Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
No
What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
0 Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Dhruv
Patel
(Board
Chair)
Property
Owner/R
ep
Ridgemo
nt
Hospitalit
y
President
Current
John
Albrecht
(past
Chair)
Business
Owner/R
ep
Port of
Oakland
Other
Officer
Current
Peter
DePasch
alis
Business
Owner/R
ep
Southwe
st
Airlines
Secretary
Current
John
March
Business
Owner/R
ep
District
Oakland
Treasurer
Current
9 The 2nd Annual IMPACT 510: The Town Tourism DayIMPACT 510: The Town Tourism Day is a celebratory and informative afternoon that focuses on the economic impact of tourism in Oakland. Get your tickets today!
Learn More Learn More 
IMPACT 510: The Town Tourism Day takes place May 15, 2024!IMPACT 510: The Town Tourism Day takes place May 15, 2024!  Board of Directors

Home  /  About
Board of Directors Executive Committee
Dhruv PatelDhruv Patel Chair Ridgemont Hospitality
John AlbrechtJohn Albrecht Immediate Past Chair Port of Oakland Peter DePaschalisPeter DePaschalis Secretary Southwest Airlines John MarshJohn Marsh Chief Financial Officer District Oakland Thomas CavanaghThomas Cavanagh Vice Chair BANDALOOP
Gyasi EdwardsGyasi Edwards Vice Chair HotelEngine
Kurt HansonKurt Hanson Vice Chair Oakland Marriott City Center Bharat LuganiBharat Lugani Vice Chair Hilton Oakland Airport Jana PastenaJana Pastena Vice Chair Calavera at OAK
Edward RoeEdward Roe Vice Chair Claremont Club & Spa, A Fairmont Hotel Barbara LeslieBarbara Leslie Advisor to the CEO Oakland Metropolitan Chamber of Commerce

Board of Directors

Kenneth AglubatKenneth Aglubat Regional Director of
Operations
Ridgemont Hospitality
Dennis BerrisDennis Berris General Manager Homewood Suites by Hilton Oakland-Waterfront Carl ChanCarl Chan President Oakland Chinese Chamber of Commerce Nik DehejiaNik Dehejia Chief Executive Officer Oakland Zoo James DinnallJames Dinnall General Manager The Waterfront Hotel Barney FonziBarney Fonzi President Diablo Publications
Susan GarciaSusan Garcia General Manager Kissel Hotel Uptown Mieko HatanoMieko Hatano Executive Director Oakland Symphony Savlan HauserSavlan Hauser Executive Director Jack London Improvement District Josh HowardJosh Howard Dual General Manager AC Hotel & Residence Inn Downtown Oakland Tyrell JohnsonTyrell Johnson General Manager Courtyard Downtown Oakland L. Autumn KingL. Autumn King Senior Director of Marketing & Communications
Oakland Museum of California
John LauritsenJohn Lauritsen General Manager Oakland Moxy Kymberly MillerKymberly Miller Executive Director Children's Fairyland Bryan OsakiBryan Osaki General Manager Best Western Plus Bayside Hotel Nikhil PatelNikhil Patel General Manager Westward Lodge Adam TobinAdam Tobin Executive Director & CEO Chabot Space & Science Center Angela TsayAngela Tsay CEO & Creative Director Oaklandish | Never Elsewhere | BOSK | Oakland Supply Co.

Click here to review the bylaws of the Oakland Convention and Visitors Bureau.

Visit Oakland is a private, not-for-profit, 501(c)(6)
organization, with a 21-member board of directors
and full time staff. Visit Oakland is funded by a
dedicated hotel tax, Measure C,...
About
Contact Visit Oakland for sales, marketing, media,
and general inquiries.
Contact Us
Find contact information in our staff directory here. Staff
Find a full list of upcoming partner meetings here.
Meetings &
Agendas
[email protected] Subscribe
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Visit Oakland

OTBID FY
23-24
Actuals
* Revenue actuals
through Feb 2023
(Last totals
received) 60% 23% 4% 7% 3% 3%
*Revenue
actuals
through Feb
2024 (Last
totals
received)
YTD Actuals as of June
30, 2024
Fiscal Year 23/24
Budget
(Consolidated)
Marketing &
Advertising Sales
Special
Events
Admin &
Ops
City Admin
Fee
Contingenc
y
Total TBID
Budget FY
23/24

OTBID YTD
Actuals as of
June 30, 2024
Income $0
City of Oakland - $0
City of Oakland -
Measure C $1,764,462 $3,063,539 $0
OTBID Revenue $0
OTBID Revenue $789,518 $1,259,676 $755,806 $289,725 $50,387 $88,177 $37,790 $37,790 $1,259,676 $1,259,676 Government Grants $0
Government $395,100 $0 $0
Contribution Revenue $0
Unrestricted
contribution $35,000 $0 $0
Release of
TRNA - TR ($275,124) $0 $0
Release of
TRNA - UNR $275,124 $0 $0
Total Contribution $35,000 $0 $0 $0 $0 $0 $0 $0 $0 $0
Co-op Marketing $0
Other co-op $250 $0 $0
Event Revenue $0
Ticket Sales $25,090 $0 $0
Sponsorship Revenue $0
Sponsorship $66,000 $100,000 $0
Interest Income $0
Interest Income $17,083 $6,000 $0
Other Income $0
Miscellaneous $946 $10,000 $0
In-Kind $6,500 $0 $0
Total Other Income $7,446 $10,000 $0 $0 $0 $0 $0 $0 $0 $0 Total Income $3,099,949 $4,439,215 $755,806 $289,725 $50,387 $88,177 $37,790 $37,790 $1,259,676 $1,259,676 Expenses $0
Personnel Expenses $0
Personnel $1,520,594 $1,431,363 $453,485 $162,971 $49,600 $666,057 $691,189 Accounting, Tax, and
Audit Fees $0
Accounting and
audit $137,853 $140,000 $28,000 $28,000 $28,000
Contract Labor $0
Contract labor $421,972 $414,932 $145,000 $40,000 $185,000 $183,159 Consultants. $1,386 $0 $0
Equipment
maintenance $450 $0 $0
Total Contract Labor $423,808 $414,932 $145,000 $0 $40,000 $0 $0 $0 $185,000 $183,159 Freelance Consultants $0
Freelance
consultants $32,589 $75,000 $10,000 $10,000 $6,000
Legal $0
Legal $87,543 $85,000 $0
Recruiting $0
Recruiting $100 $750 $0
Operating Expenses $0
Occupancy $87,442 $93,023 $43,286 $43,286 $43,286
Insurance $11,428 $19,492 $9,070 $9,070 $9,070
City of Oakland
admin fee $37,278 $37,790 $37,790 $37,790 $37,790
OTBID 3%
Contingency $37,790 $37,790 $37,790
Miscellaneous $9,163 $7,000 $0
Office expenses $152 $0 $0 $1,999
Board of
Director $40,478 $45,000 $5,094 $5,094 $4,000
Office expenses $126,273 $109,060 $1,000 $9,304 $10,304 $10,304 Total Operating
Expenses $312,215 $311,365 $1,000 $0 $0 $66,754 $37,790 $37,790 $143,334 $144,239 Program Expenses $0
Business
Relations & $389,283 $449,400 $109,240 $109,240 $109,240 Program Events $708,742 $715,400 $310,000 $198,400 $42,488 $550,888 $550,888 Program $1,291,010 $1,391,030 $171,596 $112,935 $284,531 $284,531 Travel $156,834 $231,000 $37,000 $37,000 $16,804
Total Program
Expenses $2,545,867 $2,786,830 $627,836 $311,335 $42,488 $0 $0 $0 $981,659 $961,463 Total Expenses $5,060,568 $5,245,240 $1,237,321 $474,306 $82,488 $144,354 $37,790 $37,790 $2,014,050 $2,014,050 Operating Surplus/Deficit ($1,960,619) ($806,025) ($481,516) ($184,581) ($32,101) ($56,177) $0 $0 ($754,374) ($754,374) Change in Net Assets ($1,960,619) ($806,025) ($481,516) ($184,581) ($32,101) ($56,177) $0 $0 ($754,374) ($754,374) Prior Year Carryover $806,025 $806,025 $481,516 $184,581 $32,101 $56,177 $0 ($0) $754,374 $754,374 Net Change in Net Assets ($1,154,594) $0 $0 $0 $0 $0 $0 $0 $0 $0 OTBID FY 23-24 Budget
Visit Oakland FY 23-24
Consolidated Budget vs Actuals
Monday, April 15, 2024
BID Annual Reporting
The Business Development Division of the City of Oakland Economic and Workforce Development Department asks that you submit an Annual Report for the previous Calendar Year 2023 (CY23) - Jan 1, 2023 – Dec 31, 2023, and current
Calendar Year (CY24). The information you submit via the following Annual Report will serve to summarize your BID’s programs and impacts for CY23, provide transparency
regarding your organization’s sources and use of funds, and inform the City about updates to your Board and management team. The data you submit will also be used to generate aggregated information about the activities and impacts of our Business Improvement Districts in Oakland.

BID Name Temescal Telegraph Business Improvement District (TTBID) Contact Person and Information regarding Annual Reporting This will not be shared publically, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
Name of person filling out the Annual
Report
Daniel Swafford
Email [email protected]
Phone Number (510) 452-7392
General Information & District Composition
Number of Full Time Equivelant paid staff members employed by your BID? (Including in- house and contracted) Please do not double-count staff members in multiple of the following categories.

Number of FTE
General/Admin Staff
.75
Cleaning Ambassadors/workers
3 Public Safety Officers/Security
Ambassadors
3 Hospitality/Business Outreach
Ambassadors
5 Other Seasonal/Part-time staff
.5
Volunteers (not counting your board
members)
10 How many parcels in your BID? 611
1 Approximately how many residents in
your BID?
0 Approximately how many occupied
storefronts in your district?
194
Approximately how many vacant
storefronts in your district?
12 Cleaning
Does your BID provide any
supplemental cleaning services?(If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training ofyour cleaning staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
cleaning staff? Sidewalk sweeping and clearing gutters
Power Washing Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/collection
Auto glass clean up
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number per year
Number of incidents of graffiti removed
2826
Number of bags of trash collected
4398
2 Number per year
Pounds of trash collected (if you measure
trash in pounds not bags)
0 Number of Incidents of illegal dumping
removed
0 Number of 311 requests made
300
Number of hours of pressure washing
199
Number of stickers/posters removed
1493
Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
Daniel Swafford, Montclair Village
Number of days per week cleaning
services are provided (1-7 days/wk)
7 Number of hours per week of cleaning
services provided? (eg 40 hours, 120
hrs, etc)
120
Safety Services
Does your BID provide any
supplemental safety services?(If you
are unsure which services qualify as
supplemental safety/hospitality,
check "yes" to view the list.)
Yes
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
No
What types of work is done by your
safety staff? Installing security cameras
Monitoring security cameras
Crime prevention workshops
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Safety Outputs & Operations
3 Yearly Safety outputs for Calendar Year 2023 by your BID: (total per year, NOT per week or month)
Number
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2023
20 Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2023
0 Number of merchant checks
1000
Number of 911 calls made by the BID
100
Number of non-emergency calls made by
the BID
3 Number of security cameras installed by or
in coordination with the BID as of Dec. 31,
2023
0 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2023
4 Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2023 (if known)
0 Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
As needed
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2024
0 Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Yes
What types of
streetscape/beautification work is
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells
Install / mantain banners on street/light poles
4 Install pedestrian-oriented lighting (including stand-alone light poles and lights on private buildings that illuminate the public right of way)
Install/maintain public plazas
Install/maintain public art pieces
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2023 by your BID:

Number
Number of planters and/or hanging
baskets installed and maintained
604
Number of tree wells maintained
813
Number of banners on street/light poles
installed/mantained
80 Number of pedestrian-oriented lighting
elements (including stand-alone light
poles and lights on private buildings that
illuminate the public right of way) installed
0 Number of Big Belly trashcans Installed
and maintained
0 Number of public plazas
installed/maintained
0 Number of public art pieces
installed/maintained
0 Does your BID provide any
supplemental Marketing, Events and
Communications services?(If you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
Yes
What types of marketing and
communications work is done by your
BID? (including contracted and in
house work)
Print news advertising (e.g. EBX, East Bay times,)
Digital advertising (e.g. Oaklandside, Google, etc)
Social media advertising ( eg. promoted posts and/or
Facebook, Instagram ads campaigns, partnering with
influencers)
Social media posts (non-promoted) Flyers & posters
Email newsletters Publish press releases
5 What types of Events and District
Promotions work is done by your BID?
(including contracted and in house
work)
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
What types of social media platforms
does your BID actively use? Facebook Instagram
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of
subscribers/follower
s as of Dec 31, 2023
Number of
posts/emails sent in
2023
Total Reach/opens
in 2023
Total
engagement/clicks
in 2023
Email Distribution
List
3000
15 1500
240
Facebook
4000
100
10000
200
Instagram
8005
100
20000
400
Twitter
0 0
0 0
Tiktok
0 0
0 0
WhatsApp
0 0
0 0
YouTube
0 0
0 0
Average open rate for Emails in 2023:50
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2023 by your BID:

Number
Number of events produced by the BID
2 Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
5 Amount ($$) of Event sponsorship
provided in 2023
0 Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
2000
Business Support
6 Does your BID provide any
supplemental Business Support
services?(If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
Yes
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Information Sessions on federal/state/city regulations or programs (e.g. )
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
Business Support Outputs & Operations
Business Support outputs for Calendar Year 2023 by your BID:

Number
Number of merchant contacts
1000
Number of business support events
coordinated by or supported by the BID for
your businesses in 2023
2 Annual total number of your business
attendees to business support events
coordinated by or supported by the BID
50 BID 2023 Accomplishments & Plans for 2024
Please list out the BID's top accomplishments from 2023, as well as note-worthy new projects, services and plans for 2024. This is your chance to brag about your BID's impact! List at least three, and up to ten for each year.

Top Accomplishments or New
programs/activities accomplished in
2023
Accomplishment/New activity description
Earth Day Community Clean Up
Shop Safe Oakland
Temescal Roots Project
Temescal Trick or Treat
Freedom Farmers Market
New programs/activities planned for
2024 calendar year (that the BID didn't
do in 2023)
New program/activity description
Small Event Series
Music on the streets
Return of Taste of Temescal
7 BID Financials
2023 Budget versus Actuals
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2023 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.

Upload your BID's 2023 line-item
detailed budget versus actuals
document here:

XLS
X 2023 TTBID Budget--Actuals.xlsx
Please provide the Surplus or Deficit amount from the previous calendar year of 2023 that was carried over into 2024. If there is a surplus, please describe your plans for how it will be spent (eg. Operational reserves, etc)
Remaining funds from 2023 total $ $299,000.45
which will be used for operational costs in 2024.
2024 Budget
Provide a line-item detailed budget of projected expenses and revenues for the current calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.

Upload your BID's 2024 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:

XLS
X TTBID 2024 Budget.xlsx
For the 2024 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.

Estimated Amount ($) Source of Contribution
93501.00
Event Income
4472.35
Interest Income
Will the BID be requesting an annual
assessment rate increase for the
upcoming fiscal year of 2024/2025?
No
What is the projected total
assessment amount to be billed in
this upcoming fiscal year of
2024/2025?
723582.49
Board of Directors Roster 2023/2024
(list all directors that served anytime
during 2023 or 2024 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Pat Smith
Property
Owner/R
ep
President
Current
8 Name Affiliation
Type
Name of
Affiliated
Business/
Org
Title Status
Daniel
Chung
Business
Owner/R
ep
Root'd in
the 510
VP
Current
Jordie
Bornstein
Communi
ty
Member/
Rep
VP
Current
Don
Macleay
Property
Owner/R
ep
Treasurer
Current
Tom
Murphy
Property
Owner/R
ep
MurphyFi
nancing.c
om
Secretary
Current
Seung-
Yen Hong
Business
Owner/R
ep
BART
Current
Alex
Schafran
Business
Owner/R
ep
Current
Jessica
Arline
Business
Owner/R
ep
Children/
s
Hospital
Current
Adraina
Valencia
Communi
ty
Member/
Rep
Current
Emil
Peinert
Business
Owner/R
ep
Kingfish
Pub &
Cafe
Past
Tom
Ames
Communi
ty
Member/
Rep
Current
9 Projection TTL Actual
Income
5490 Miscellaneous revenue -$
BID Assessments 723,582.49$ 720,331.74 Event Income 90,000.00$ 0
Interest Income 4,000.00$ 4,384.99 Special Projects Revenue -$ 26,685.00 Total Income $ 817,582.49 $751,401.73 Expenses
100 PROWSO
Cleaning/maintenance contract $ 266,000.00 296,745.12 Management contract (PROWSO) [New] $ 8,800.00 PR1 - Executive Director Fees $ 21,703.31 21,436.56 PR2 - Admin Assistant $ 12,480.00 7,200.00 PR4 - Operations Director $ 66,000.00 57,304.13 PROWSO Ped Lighting Debt Service $ 5,447.00 4,085.25 Security $ 11,283.15 8,462.36
Ped Lighting Principal $ 113,998.08
Total 100 PROWSO $ 505,711.54 $395,233.42 200 Mkting & Identity Enhancement
Executive Directors Fees 13,514.79$ 15,329.50 Farmers Market 1,122.28$ 2,167.42 Halloween Event $ 334.10 0
Holiday Event $ 6,695.00 1,718.05 Management contract (Marketing) [New] $ 5,600.00 Mkting Ped Lighting Debt Service 3,478.12$ 2,608.59 PR2 - Admin Assistant 10,085.21$ 13,281.07 PR3 - Events Assistant 49,000.00$
Special Projects Expense 4,666.67$ 5,045.00 Taste of Temescal $ 20,086.30 0
Temescal Street Fair $ 87,035.00 1,595.00 Website, Logo, Walking Map, Dining & Shopping Guide 31,200.45$ 900.34 Total 200 Mkting & Identity Enhancement $ 232,817.92 42,644.97 300 Admin & Corp Operations
BID Renewal (consultant firm 40k, Darlene 70k) $ 115,000.00 23,750.00 BID Storage Container 2,110.77$ 2,079.32 Food for Meetings 547.51$ 410.63 Insurance 1,860.00$ 500
Legal & Accounting 35,654.73$ 15,216.80 Management contract (Admin) [New] 25,600.00$
Office -$
Bank Charges 138.40$ 103.8
copies 26.00$ 19.5
Office Programs 5,243.63$ 4,128.24 Parking/Travel 34.99$ 26.24
Postage 84.76$ 63.57
Temescal Telegraph BID
Budget--Actuals 2023
Printing 211.85$ 364.51
Supplies 103.20$ 405.23
Total Office $ 5,842.83 $5,111.09 Other - Administrative Fees 6.67$ 5 Phone, Internet & Utilities 1,336.19$ 1,174.71 PR1 -Executive Director Fees 64,075.91$ 55,907.28 PR2- Admin Assistant 2,521.29$ 3,320.28 Professional Development 103.73$ 77.8 Professional Services 3,015.00$ 3,165.00 Rent 17,594.73$ 16,166.05
Worker's Compensation Insurance 3,168.03$ 2,402.62 Total 300 Admin & Corp Operations $ 252,837.38 $129,286.58 Payroll Expenses
Company Contributions
Health Insurance 2,805.47$ 1,604.10 Total Company Contributions $ 2,805.47 $1,604.10 Taxes 1,344.21$ 0
Wages 17,280.92$ 0
Total Payroll Expenses $ 21,430.60 $1,604.10 Reimbursements 3,000.00$ 5,981.29 Total Expenses $ 1,015,797.44 $ 574,750.36 Net Operating Income $ (198,214.95) $ 176,651.37 Net Income $ (198,214.95) $ 176,651.37 Remaining Funds from 2022 122,349.08$ 122,349.08$ Reserve for 2024 (75,865.87)$ 299,000.45$

Projection TTL
Income
5490 Miscellaneous revenue -$
Projected Carry Over 2023 299,000.45$
BID Assessments 723,582.49$
Event Income 93,501.00$
Interest Income 4,472.35$
Special Projects Revenue
Total Income $ 1,120,556.29
Gross Profit $ 1,120,556.29
Expenses
100 PROWSO
Cleaning/maintenance contract $ 266,000.00 Management contract (PROWSO) [New] $ 8,800.00 PR1 - Executive Director Fees $ 21,703.31 PR2 - Admin Assistant $ 12,480.00
PR4 - Operations Director $ 66,000.00 PROWSO Ped Lighting Debt Service $ 5,447.00 Security $ 11,283.15
Ped Lighting Principal $ 113,998.08
Total 100 PROWSO $ 505,711.54
200 Mkting & Identity Enhancement
Executive Directors Fees 13,514.79$
Farmers Market 1,122.28$
Halloween Event $ 334.10
Holiday Event $ 6,695.00
Management contract (Marketing) [New] $ 5,600.00 Mkting Ped Lighting Debt Service 3,478.12$
PR2 - Admin Assistant 10,085.21$
PR3 - Events Assistant 49,000.00$
Special Projects Expense 4,666.67$
Taste of Temescal $ 20,086.30
Temescal Street Fair $ 87,035.00
Website, Logo, Walking Map, Dining & Shopping Guide 31,200.45$ Total 200 Mkting & Identity Enhancement $ 232,817.92 300 Admin & Corp Operations
BID Renewal (consultant firm 40k, Darlene 70k) $ 115,000.00 BID Storage Container 2,110.77$
Food for Meetings 547.51$
Insurance 1,860.00$
Legal & Accounting 35,654.73$
Management contract (Admin) [New] 25,600.00$
Office -$
Bank Charges 138.40$
copies 26.00$
Office Programs 5,243.63$
Parking/Travel 34.99$
Temescal Telegraph BID
Income and Expense budget FY 2024
Postage 84.76$
Printing 211.85$
Supplies 103.20$
Total Office $ 5,842.83
Other - Administrative Fees 6.67$
Phone, Internet & Utilities 1,336.19$
PR1 -Executive Director Fees 64,075.91$
PR2- Admin Assistant 2,521.29$
Professional Development 103.73$
Professional Services 3,015.00$
Rent 17,594.73$
Worker's Compensation Insurance 3,168.03$
Total 300 Admin & Corp Operations $ 252,837.38 Payroll Expenses
Company Contributions
Health Insurance 2,805.47$
Total Company Contributions $ 2,805.47 Taxes 1,344.21$
Wages 17,280.92$
Total Payroll Expenses $ 21,430.60
Reimbursements 3,000.00$
Total Expenses $ 1,015,797.44
Net Operating Income $ 104,758.85
Net Income $ 104,758.85
Remaining Funds from 2024 $ 104,758.85