THE AWARD-WINNING PUBLICATION OF THE OAKLAND METROPOLITAN CHAMBER OF COMMERCE | www.oaklandchamber.com | VOL XXXVIIII NO. 2/3
“OAKLAND 2030” Economic Development Summit
Keynote Speaker Dave Kaval, President, Oakland Athletics
HEALTH CARE SECTION
OAKLAND BUSINESS REVIEW
Visit www.oaklandchamber.com for more business opportunities, news and event registration.
> Mayor Schaaf:
> The State of Oakland Business – Economy surges
OSTED BY THE OAKLAND CHAMBER OF COMMERCE IN PARTNERSHIP
with Visit Oakland, “The State of Oakland Business” held its highly anticipated, annual, in-depth regional analysis of Oakland’s business and visitor economy on January 26th, 2017. The event was the backdrop for the release of a new Chamber study, which paints a picture of vibrant growth for Oakland and the region. (Note: The full study is available to
Oakland Chamber of Commerce President and CEO Barbara Leslie introduced report authors Chris Thornberg, Founding Partner, Beacon Economics, considered one of the nation’s leading economists and an expert in economic forecasting and regional economics, and Aran Ryan, Director of Lodging Analytics of Tourism Economics, with 15 years experience applying business analytics, project management, research and financial analysis in the areas of travel and tourism, who in turn addressed a capacity crowd at the Scottish Rite Temple. According to Ms. Leslie, Oakland is rapidly moving up or is already at the top of numerous “best of” lists, and is routinely recognized by national media outlets rankings for its diversity, educated work force, commercial and residential real estate, popularity as a travel destination, arts and culture, food/restaurants, venture capital investments, innovation, and sustainability. “The report delves into how Oakland’s unique characteristics are coming together, transforming the city into one with an exciting future while outlining the areas where we can still make progress,” said Ms. Leslie. “Oakland is not only the geographical center of the East Bay area, it is also a forceful contributor to the Bay Area economy,” said Ms. Leslie. “In addition to its office, retail and industrial sectors, it’s home for a thriving arts community, international trade, and technology. Most certainly, Oakland’s diversity energizes long-time businesses and start-ups alike,” she concluded. n Thank you to our event sponsors.
#OAKRISING • The Chamber study notes aer years of strong wage gains, wage growth in the City gained even more momentum. The average private wage in Oakland jumped 6.5 percent to $64,800, helping to close the pay gap between workers in the City and those employed elsewhere in the county. • Employment in the City continued to post strong gains, with growth spread across all but a handful of small industries. Total private employment in the City grew 3.5 percent, slightly below the 4.4 percent growth posted in all of Alameda County. • The health care sector continued to expand payrolls at a modest clip. • Employment growth in the professional, scientiﬁc, technical and management industries surged 6.1 percent over the year, bringing an inﬂux of high-wage jobs into Oakland. The City has begun to attract other types of oﬃce-based opportunities, with employment growing in the ﬁnancial services and real estate sectors and the closely related administrative support industry. • Spending rebounded midway through 2016, with citywide sales tax revenues across all categories growing 1.9 percent. Once lower gas prices are removed from the equation, spending activity in the city grew a solid 4.7 percent YTD, with local restaurants and hotels experiencing a banner year. • There was a 13.3 percent increase in business and industry spending in Oakland; the pace of economic activity in the City is poised to grow in the coming year, given strong investments made in the region by local establishments. • Construction activity in the City topped $1B in 2016; the bulk of the increase is attributed to large multi-family and mixed-use developments. • 2,857 residential units were permitted for construction in 2016; more than the number of units permitted during the previous eight years combined, as Oakland addresses the current tight housing supply. ■
HE HONORABLE LIBBY SCHAAF, MAYOR OF OAKLAND, WAS THE FEATURED GUEST
speaker at the East Bay Women in Business Roundtable (EBWIBR) luncheon at the Waterfront Hotel, sponsored by Southwest Airlines, on Fri., Feb. 3, 2017. The mayor reflected on key administration accomplishments at the midpoint of her term, including public safety, housing, infrastructure, transportation and education. Mayor Schaaf also commented on her position as the only female mayor of a major California city. “I am proud that we have some real accomplishments we can talk about two years into this administration,” said Mayor Libby Schaaf. Addressing an enthusiastic crowd of 100 professional women – and a few men – the mayor said despite rising crime in just about every Bay Area city and most every large city nationally, Oakland enjoyed its third consecutive year of significant decreases in crime. The mayor noted: • 2016 was the safest year in Oakland since 2005; • Violent crime was reduced by more than 25 percent in three years; • Residential burglaries were cut by more than half; • Shootings and murders were reduced by nearly 40 percent over the last four years. Oakland also created a first-of-its-kind Department of Transportation. “Transportation is more than just paving streets. It's about opportunity. It’s about how people get to jobs, worship and schools. It can make a tremendous difference in the physical environment which we live, work, and play in,” said Mayor Schaaf, further adding that its first strategic plan to be launched this year “leads with the value of equity.” Housing costs in Oakland are high on many residents’ minds. Based on recent permit data, Oakland is going to see finished or have under construction 4,500 units of housing in 2017. “Additional housing is beneficial to the city as it will provide relief on the cost of housing that today is threatening so many Oaklanders,” said the mayor. Mayor Schaaf also said one of the things she was most proud of last year “was seeing Oakland selected as the first city in the nation to host the first ever career summit for young men of color.” On one day in 2016, 350 attendees at the event left with a job. Additionally, Classrooms to Careers placed more than 2,000 Oaklanders in summer jobs in 2016. This program is especially important for young people of color to get into these job opportunities and internships. The mayor gave a “huge shoutout” to the Oakland Chamber of Commerce for its leadership in coordinating with schools and the Linked Learning program. “Mayor Schaaf brings a lifetime of hometown pride coupled with a strong and determined leadership style that makes her an unstoppable advocate for all things Oakland,” said Oakland Chamber of Commerce President and CEO Barbara Leslie. “She is leading our city at the right time with the right agenda.” n
> @OaklandChamber is #OAKPROUD • The Department of Transportation released results of its annual survey – Southwest Airlines was #1 in Customer Satisfaction in 2016! The Chamber is so proud of its partnership with this great organization! • A “shout-out” and congratulations to Southwest Airlines on being named to Fortune magazine’s 2017 list of World’s Most Admired Companies for the 23rd consecutive year! Southwest ranks #8 and is the only commercial airline in the annual Top 10 list. Oakland and the Chamber “LUVS” Southwest and we hope you do, too! • Visit Oakland recently launched the new Oakland Ale Trail celebrating Oakland’s craft beer industry by creating a comprehensive way for visitors to explore Oakland’s craft beer, including on foot, in public and private van tours – even on a 15person bike! The Ale Trail currently includes 12 breweries and nine tasting rooms, with more brewers on the way. The city’s first craft beer trail is complimented with a passport program to encourage beer drinkers to visit tasting rooms around the city. • The Chamber celebrated Valentine’s Day with a Top 10 Reasons We ❤ Oakland. We all agree we love Oakland’s determination, grit and entrepreneurial spirit; its people and diversity; the locally-focused businesses, ranging from our small independent owners to the city’s larger economic stewards; its commitment to equitable growth as a city; public transit; walking Lake Merritt or the Bay Trail in the morning or at sunset (okay, we don’t get a chance to get out much!); great beer, wine and restaurant scene; huge selection of arts and cultural events; gorgeous weather and the fact we can go from downtown urban, to away-from-all hiking – in about 10 minutes, tops! Check our Facebook page and add your reasons to ❤ Oakland! • The Leadership Oakland class held its monthly immersion day on Feb. 10, with a panel discussion on Oakland’s art ecosystem, a tour of the Paramount Theatre and an African-American Literature Read-in at a classroom. • Alameda County District Attorney Nancy O'Malley was the featured guest speaker at the Chamber’s Inside Oakland Public Policy Breakfast Friday, Jan. 27. DA O’Malley, the County’s chief law enforcement officer, covered a variety of topics important to Oakland’s communities. The City of Oakland, she noted, is aware of the changing times and has made “great strides in enhancing public safety by getting more people back on track” through a variety of thoughtful, innovative and well-implemented programs that are novel in their approach and producing effective results. • Nearly 100,000 participated in the National Women’s March on Saturday, Jan. 21. Oakland was awash in a sea of pink as the march went around Lake Merritt and into the downtown area. • By land, by sea and by air, the Port of Oakland posted a recordbreaking 2016. Chris Lytle, Executive Director, noted the Port had record revenue of $338 million FY 2016; container volume reached a record volume of 1.8 million TEU’s over the year; a record 3 million visitors went to Jack London Square and Oakland International Airport had a record high 62 non-stop destinations. “Geography gives the Port competitive advantage,” said Lytle, “but it also invests the Port with a unique responsibility. Responsible citizenship is at the core of everything we do; we want to be good neighbors.” • On Feb. 8th, Mark Sawicki, the City of Oakland’s Director of Economic and Workforce Development presented a draft version of Oakland’s Economic Development Strategy and invited Chamber members to review and comment. (Please see oaklandchamber.com for information.) • Life imitates art . . . the movie ”Hidden Figures” inspired Clorox scientists to spend a January morning urging 60 high school girls, many of them of color, to consider “STEM” careers in science, technology, engineering and math. The program was the first of its kind at Clorox, which worked with several Bay Area nonprofits to put on the event, including Earth Team, Mentoring in Medicine, Alternatives in Action and the East Oakland Youth Development Center. • Starbucks CEO Howard Schultz penned an open letter to stakeholders noting Starbucks will support Dreamers and the DACA program and they are making plans to hire 10,000 refugees around the world over the next 5 years, starting the effort in the U.S. The company will continue to invest in Mexico, where they have already invested millions of dollars in the coffee industry over the years, and will support and help Mexican partners and customers who may be affected by the Trump Administration’s proposed tariffs. And Schultz reaffirmed Starbucks will always provide health insurance to anyone eligible. ■
> Share your #OAKPROUD news! Send your #OAKPROUD news and updates to firstname.lastname@example.org.
| OBR Oakland Business Review | www.oaklandchamber.com
> From the president – Convening with a purpose . . . – by Chamber President and CEO Barbara Leslie Each year the Chamber conducts its annual member survey to ensure that the program and services we are delivering align with the needs of our members, from our small retail businesses to our large industry partners. Consistent throughout each survey is our members’ desire for opportunities to engage with other business owners, interact with our city leadership, be informed, and have access to the tools and resources to grow their business. As the largest civic organization in the region Barbara Leslie we take this responsibility seriously and strive to offer programming that Each month supports our members’ priorities. That means creating close to 100 opportunities to engage each year. There we bring are times we question the need to offer so many policymakers, discrete events and then we are reminded that we convene with a purpose . . . and that purpose is to elected officials, support our members, those that invest their community resources and trust in us so they may more easily be informed and engage. leaders, our Part of our mission is to identify what our members, and members, 85 percent of whom are small businesses, the public need to support and grow their endeavors. Last year we created a Business Referral Network and an annual together to Small Business and Nonprofit Fair, both of which were discuss the met with overwhelming enthusiasm. Nothing pleases me more than when the Chamber identifies a need in challenges our community and is successful in filling that gap. I facing Oakland also attended our Community Impact Committee meeting this past week and a committee member as well as our shared that through her Chamber membership and opportunities participation at many of our convenings, she had met
and secured a large funder for her organization’s annual event. This is what I mean by convening with a purpose. In addition to connecting businesses, nonprofits, and entrepreneurs to each other, the Chamber aims to convene all Oaklanders for the betterment of our community. Each month we bring policymakers, elected officials, community leaders, our members, and the public together to discuss the challenges facing Oakland as well as our opportunities for growth. For example, later this month we’ll have the honor of convening a group that truly reflects the full Oakland ecosystem to host a reception welcoming the incoming Chief of Police Anne Kirkpatrick to discuss our community’s public safety needs. We also endeavor to lift up the work in which many of our business and community partners are engaged. For example, the Chamber is honored to convene each month our 10 Business Improvement Districts, the organizations that predominately support Oakland’s neighborhood small businesses. We help them navigate Oakland’s city bureaucracy and speak collectively on their behalf. Most recently we have been working with our small business partners to ensure the City of Oakland’s policy regarding the expansion of Oakland’s food truck pilot is designed to spur economic activity while not adversely impacting the brick and mortar restaurants which have been integral to Oakland’s renaissance. We believe the city policy will be stronger and serve Oakland better because the Chamber convened the stakeholders with a purpose for influence and advocacy. Be assured that with every program and event we plan, we ask ourselves if this supports our mission and our members. The core value to convene with a purpose. Our work requires our investors’ involvement in shaping our programming, so keep us on task and let us know how we can support you so that you can focus on growing your business and bettering our community. After all, we are Oaklanders convening Oakland. We live here, we work here, we play here, and we want to grow here. ■
O A K L A N D M E T R O P O L I TA N C H A M B E R O F CO M M E R C E P R E S E N T S 2017 Economic Development Summit
OAKLAND 2030 PLANNING TODAY FOR OAKLAND’S TOMORROW
KEYNOTE SPEAKER – Dave Kaval, President, Oakland Athletics – The Vision for A's Baseball Right Here in Oakland! MARKET UPDATE – Regional Director Robert Sammons, Cushman & Wakeﬁeld, Northwest U.S. Research
EVENT SPONSORS partial list
PANEL DISCUSSION – Oakland 2030 - Planning Today for Oakland's Tomorrow Moderated by: Jose Corona, Director of Equity & Strategic Partnerships, Office of Mayor Libby Schaaf Michael Bush, Chief Executive Officer, Great Place to Work Michael Ghielmetti, Founder and President, Signature Development Group Elizabeth Gonzalez, Portfolio Director, The James Irvine Foundation Richard S. Isaacs, MD, FACS, Physician-in-Chief, Kaiser Permanente The Honorable Nancy Skinner, California State Senate District 9
Friday, March 31 • 7:30 - 10:45 a.m. Oakland Museum of California • 1000 Oak St., Oakland 94607
Registration: www.oaklandchamber.com or email email@example.com. VIP ticket includes premium seating, breakfast with world-renowned Executive Chef Tanya Holland* - $125.00 General admission event ticket with continental breakfast - $60.00 member/ $75.00 non-member * “The Brown Sugar Kitchen Cookbook” will be available for purchase and signing during the event. www.brownsugarkitchen.com
FEBRUARY / MARCH 2017 |
Spotlight on small business AN ONGOING SECTION HIGHLIGHTING AND AMPLIFYING OAKLAND'S SMALL BUSINESSES.
> Jolly Rogers Diner / Sports Bar & Grill E
ntrepreneur AJ Erakat is ‘“frontman” ifor the Jolly Rogers Diner, a sports bar/grill within a stone's throw of the OaklandAlameda Coliseum and Oracle Arena, home of the Oakland Raiders, Oakland Athletics, and Golden State Warriors. A die-hard Raiders fan, the Jolly Rogers moniker pays homage to the Raider spirit while referencing the young restaurant’s “take no prisoners” approach to setting up business in East Oakland. “We see huge potential and almost limitless opportunity,” said AJ, who opened the diner June 2, 2014, and which has yet to have an official grand opening. After finding a suitable, but less-than-ideal building in a stellar location and with a practiced eye seeing a shining business straddling 880, the sprawling sports complex and serving the local business community, as well as sports fans and business travelers headed to and from Oakland International, AJ and his partners invested over $250K in setting up a sleek, colorful “retro diner of the future,” complete with all the latest
digital tech out front, solid culinary/ops skills in the back, and a firm commitment to guest engagement and satisfaction. The result has been a steadily growing business, with sports fans and others coming from near and far to soak up game day excitement or grab a meal before heading back to their travels or offices, and a stack of stellar, rave reviews from guests who have become loyal fans of the restaurant in short order. Diner fare includes a full breakfast menu and all day dining with salads, pasta, sandwiches, burgers, tri-tips, steaks, chili, grilled salmon and prime rib (16 oz. / $26.95 with a soup or salad!), and a large variety of diner sides. The bar boasts a large variety of beer and wine; AJ notes a full liquor license is on the way. AJ attributes the diner’s success to great partners and a close-knit family that has made its mark in the Bay Area restaurant industry for three generations – GM Sal Erakat; Chef Nick Erakat; many “hats” Aida Erakat, "Mom" Menu R&D, Kitchen and Catering Manager, overseeing custom menus ranging from American to Mediterranean food served sit down, reception or buffet style and events running from corporate to wedding; Restaurant Manager Alex Lee; and Steven Boval, Business Development. Together they work as a team to ensure Jolly Rogers continues to expand its vision of creating a community where people come together. n
> FLAX art & design –
more than a traditional art store
LAX art & design, a venerable establishment with a long history in San Francisco, has found new life in Oakland, with the opening of a spacious and light-drenched store in the downtown area last spring. Of Flax’s coming to Oakland, Mayor Libby Schaaf had this to say: “FLAX is really meant for Oakland … this is a family-owned business … so it’s perfect to place this in a city with so much artistic energy and legacy – so close to public transportation and in the center of the Bay Area, where all artistic souls can get here conveniently.” Established in 1938, the store is now run by the third-generation. Following notification that their home of 38 years on Market Street in San Francisco would be torn down to make way for a condo high rise, Howard Flax looked for a new location for over a year and half. That discovery led to the opening of a new location in Fort Mason Center last year, allowing Flax to continue its presence in San Francisco as the search for a space to recreate the flagship store ultimately landed in Oakland. Now the only independent art supply store in the East Bay, Flax is known as much more than a traditional art supply store. Their product range includes hundreds of fine papers, stationery, picture frames and fine pens. Annual events include the Pen Faire and Kidsfest, both of which are continuing at the Oakland location and draw people in from beyond the Bay Area. For individuals and businesses, Flax is a destination for everyday supplies to unique gifts. Core to the company’s success is building relationships in the local community. Flax has created many partnerships and along the way has discovered that the art scene in Oakland is on fire. Meeting these people and creating what will be lasting relationships has been the most gratifying experience for Howard. He said “The Oakland community is amazing. Everyone is so warm and welcoming and glad that we are here, and the interest in collaborating for mutual success is everywhere! I love that and we are so glad to become integrated into all that is Oakland.” n
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| OBR Oakland Business Review | www.oaklandchamber.com
CITY COUNCIL CORNER by Aly Bonde
Editor’s note: The following is another in the continuing series of stories from Aly Bonde, the Chamber’s public policy director, on the projects and discussions at Oakland’s City Council meetings.
Attorney Nancy O’Malley discussed priorities, challenges At the Jan. 27 Inside Oakland Public Policy Forum, much of the conversation revolved around her work combatting human trafficking and supporting victims of crime, but she first spoke about the impact of potential changes in federal immigration policy under the new presidential administration. “When the election was over, people were nervous,” DA O’Malley said. “Our fear is that victims will go further underground, stop reporting, and it’ll go back to what it was like 20 or 30 years ago. We didn’t want to put a spotlight on anyone who was here illegally, so we put out a letter to our victims saying if you’re a victim of a crime we serve you regardless.” One of DA O’Malley’s priorities is to improve the painful experience for victims of crime in Alameda County. She created the Alameda County Family Justice Center in 2005, where victims receive legal, health, housing, psychological and other support services all under one roof. “Before, a victim would have to go to 25 different locations to access all these services,” O’Malley said. “This brings them all into one building.” The Center was the second of its kind to open in the United States and serves as a model for communities across the country. DA O’Malley also created the Restitution Program to ensure people convicted of a crime repay the victim for losses. The Restitution Unit has obtained more than $125,000,000 in direct restitution orders for both victims and the State of California. DA O’Malley also explained she currently has a team of six investigating Oakland’s tragic Ghost Ship fire. They are examining how much people knew, including the warehouse owner and her adult children, as well as determining the culpability of the promoter. “It’s hard to imagine that more people didn’t know,” O’Malley said. “So it’s about pinning down the evidence and finding the right witnesses. The landlord at one point wanted to call it ‘The Death Trap’ rather than the Ghost Ship.” O’Malley has also made important progress fighting human trafficking in Oakland and Alameda County. Her philosophy centers around vigorously prosecuting traffickers (particularly those selling children for sex), targeting the purchasers, as well as changing perceptions about those trafficked – treating them as victims, not criminals. Shown left to right are Jackie Ray, According to a 2012 Schnitzer Steel, Chair of Public Policy report from the Committee and Chamber Board California Attorney Member; Elisabeth Jewel, AJE Partners; General, the Alameda Anthony Thompson, United Business County DA’s Office has Bank, Economic Development prosecuted over 46 Committee Member; and District percent of all human Attorney Nancy O’Malley at the trafficking cases in January meeting of the Chamber’s Inside Oakland Public Policy Forum. California. “I’m so proud of our work in human trafficking,” she said. “We’ve had 600 human trafficking cases and an 80 percent conviction rate. That’s more than all other counties combined. In fact, a lot of other counties are just coming on board. Some have never seen a trafficking case.” Alameda County’s research into the trafficking of minors has guided state and federal policies. The County has a database of over 800 youth, all of whom have had trauma in their primary homes including molestation, being sold, and physically abused – often by their mothers. Seventy percent run away from home because they report feeling safer on the street. Sixty percent have mental health issues. There is also significant substance abuse, but often the trafficker hooks them on drugs, O’Malley said. District Attorney O’Malley also has the distinction of being the first woman to serve as Alameda County’s elected District Attorney. She first joined the office in 1984 and has prosecuted hundreds of felony matters ranging from child sexual assault to domestic violence and murder. She oversees an office of 157 attorneys, 40 of whom are civil, with the rest being criminal. This discussion was part of “Inside Oakland,” the Chamber’s monthly breakfast forum on public policy topics. Held on the last Friday of every month 8:30 - 10 a.m., Chamber members learn about and discuss current hot button political issues with leaders from the government, business, political, and nonprofit worlds. For future events, check the Chamber’s events calendar. ■
In office since 2009, Alameda County District Attorney Nancy O’Malley has a strong commitment to victim’s rights and criminal justice reform.
he Oakland City Council came back from Winter Recess in mid-January to reinaugurate the same seven council members. The Council elected longtime council member from District 7, Larry Reid, as Council President, and District 2 council member Abel Guillen as President Pro Tem. District Four representative Annie Campbell Washington remains Vice Mayor and gained a seat on the powerful Rules Committee, as well as becoming chair of the Community and Economic Development Committee. Legislative highlights through the early part of 2017 include: Code compliance relocation fees: Passed an emergency ordinance to require a property owner to pay tenant relocation fees when seeking to make repairs to bring a property up to code. Under previous law, an owner was only required to pay relocation fees when the City cited the owner for code violations. Residents being permanently displaced in that situation were entitled to a relocation payment equal to two times the HUD Fair Market Rent for a comparable unit plus $200 for moving payments. The new relocation payments are equal to the Ellis Act Eviction payments adopted by the Council last year at $6,500 for studios/one bedrooms, $8,000 for two bedrooms, and $9,875 for three or more bedroom units, plus an additional $2,500 for units that include low income, senior or disabled tenants, and/or minor children. The ordinance extends relocation payments to tenants living in non-compliant units such as warehouses, garages, and storage units. Taxing Uber drivers: The Finance Committee heard a follow-up report about ways to collect a business license tax (BLT) on Uber and Lyft Drivers. Staff recommended classifying drivers under OMC Section 5.04.410 “Transportation of Persons and Goods,” at a flat tax rate of $75/year, plus an initial $91 registration fee. Councilmembers Campbell Washington and Guillen expressed interest in advocating for a statewide tax that comes back to local jurisdictions, rather than hurting drivers with multiple BLTs in contiguous cities. Councilmember Kalb said he believes a statewide bill is unlikely to pass and wants staff to take whatever “usual and appropriate” steps they would take to get driver names in order to collect the taxes. Oak Knoll ENA: Passed a resolution authorizing an exclusive negotiating agreement with Oak Knoll Ventures for one year with an option for a six-month extension, and for disposition and development of three city-owned parcels. The project at the 167-acre former naval base, consists of 935 single family homes, 72,000 s.f. of retail aimed at attracting a supermarket, and 80 acres of restored park space. The city-owned share represents 8 acres spread throughout three parcels, the largest of which was purchased with tax-increment redevelopment funds in 2005. The City Attorney’s office released an opinion stating the parcels are not subject to the Surplus Lands Act – which requires the City to offer excess land to affordable housing developers first – they will be used for an economic development purpose and were never subject to city use. As a former redevelopment project, Oak Knoll is subject to the standard 15 percent affordable housing requirement. However, due to a series of amendments to the redevelopment plan in 2008, Oak Knoll is able to count surplus affordable units built in the Central City East project toward meeting its requirement, which could completely offset its affordability requirement. Developer SunCal, is open to considering a mortgage assistance type of program, which would be part of the discussions during the 12-month ENA. The project will also be paying about $20 million in impact fees. Baseline budget: Council received an informational report to begin the 2017-2019 budget process, which must be competed and adopted by June 30. Budget staff outlined a less positive revenue forecast than in recent years. Each city department has been asked to come up with 5 percent in cuts. Council members must submit their budget priorities by March 15 and the mayor’s proposed budget will come out in late April. 1100 Broadway: Council approved a resolution authorizing the transfer of the vacant parcel at 1100 Broadway. SKS has owned the site, slated for the construction of a 20-story office tower with ground floor retail, since 2007 and wishes to sell it to 1100 Broadway Owner, LLC, a joint venture between Ellis Partners and Intercontinental Real Estate Company. The San Francisco Business Times recently reported the University of California’s Office of the President (UCOP) has signed a letter of intent to lease about 100,000 square feet. The SFBT also reported Blue Shield has signed a letter of intent to lease about 200,000 square feet of office space at a long-vacant site slated for high-rise office construction at 601 City Center owned by Shorenstein Properties. Extension of moratorium on SRO hotel conversions: Council unanimously passed an extension of the emergency moratorium authored by Councilmembers McElhaney, Reid, Guillen, and Kaplan to prevent the conversion, demolition, reconfiguration, and rehabilitation of residential hotels. The original moratorium was passed in Dec. 2016; this action extends it through December 2018 or until permanent regulations are adopted. This is in response to the loss of some of Oakland’s Single Room Occupancy hotels (primarily housing very low income residents) to conversions to higher income apartments or hotels. In October the Council asked the Planning Commission to develop changes to existing law to restrict these conversions, and this subsequent moratorium aims to prevent a rush of conversions while the regulations are being crafted. PEV readiness: The Council passed an ordinance to ensure all new buildings have the capacity to support plug-in electric vehicles. Staff estimates the changes will cost $140 more per parking space than the current code. According to staff, the State standards of 3 percent PEV-ready spaces in residential and 6 percent in commercial will not keep up with the Bay Area’s projected demand. They recommended a 10 percent PEV-ready and 10 percent full circuit (meaning everything but the charger) requirement for both residential and commercial, with small buildings of 2-10 spaces required to have two full circuit spots. According to staff, most developers agreed this requirement is reasonable given current demand. Ford estimates by 2030, there will be more electric vehicles on the road than gas powered vehicles. The item was scheduled to the Feb. 7 Council meeting. Councilmember McElhaney asked staff to keep a running list of the cost per unit added. • Awarding an additional 1 percent bid incentive or one additional preference point for contractors for satisfying the local employment goals • Establishing a local employment program advisory group • Additional staffing resources for contracts and compliance • Funding a workforce disparity study at a later date. n
> Alameda County District
FEBRUARY / MARCH 2017 |
| OBR Oakland Business Review | www.oaklandchamber.com
> A’s debut new ballpark experience!
Under new team President Dave Kaval things are getting a lot tastier at the ballpark with added dining options and a new tavern, along with an embrace of the team’s history. Eight to 16 gourmet food trucks, including vegetarian and gluten-free options, will be on the plaza between the Coliseum and Oracle Arena, with a big video board allowing fans to patronize the trucks, play bocce ball and other games and not miss any action. The plaza, renamed Champions Pavilion, features flags from all nine team titles, going back to the Philadelphia A’s. The new Shibe Park Tavern, formerly the West Side Club, features 24 beers on tap after a $1M renovation, and includes artifacts from the team’s primary Philadelphia stadium, including brickwork. A’s director of stadium operations David Rinetti worked with the Philadelphia A’s Historical Society to find photos and memorabilia to display. n
> Oakland A’s provide uniforms
to 5,000 Bay Area Little Leaguers More than 5,000 youth baseball and softball players received Oakland A’s jerseys and baseball caps for the upcoming Little League season February 11, 2017 at the Oakland Coliseum, courtesy of the Oakland A’s Community Fund, Black Bear Diner, and a posthumous donation from longtime A’s season ticket holder Elizabeth Ruchenski. The Oakland A’s Youth Uniform Program, presented by Black Bear Diner, benefits deserving Bay Area youth leagues, including Oakland Cal Ripken - Babe Ruth Baseball and teams from Alameda, Hayward, San Leandro, San Lorenzo, Tennyson, and Richmond Little Leagues. Eighteen leagues, and more than 350 teams, received a variety of A’s uniform styles, allowing participants to grow up and play baseball in A’s Green and Gold. The Oakland A's Community Fund supports charitable organizations that improve the quality of life for people throughout the Bay Area. The fund believes in the need to invest in the community’s future by focusing on improving educational programs, aiding the underprivileged, assisting in crime and drug prevention, promoting health awareness, and championing children and senior welfare. Since its inception, the A’s charitable arm has contributed more than $20 million to support local community programs and initiatives. For more information on the A’s Community Fund, please visit athletics.com/community. n
FEBRUARY / MARCH 2017 |
> A’s ticket news The new 510 Pack is the most affordable and flexible commitment to support your Oakland A's. And it's only on your mobile phone. Presented by Visit Oakland, purchase of the 510 Pack gets you 20 digital vouchers in Field Level seats for $510. Each digital voucher can be used for entry into select 2017 Oakland A's regular season home games, including Opening Night! The pack is completely paperless and digital voucher redemption operates exclusively within the official app of the Oakland A's, the MLB.com Ballpark app. n
> Oakland A’s individual-game tickets on sale now From fireworks to special BART fares and Free-Parking Tuesday, bobbleheads, action figures and dynamic pricing, the Oakland A’s are winning with fans. Individual-game tickets to all 2017 Oakland Athletics regular season home games are on sale. Fans can purchase tickets online at athletics.com, over the phone by calling 1-877-493-BALL (2255), or in person at the Oakland Coliseum Gate D Box Office. Off-season box office hours are Monday through Friday from 10 a.m. to 5 p.m. and Saturdays from 10 a.m. to 3 p.m. The 2017 season features a number of ticket promotions, including Free-Parking Tuesday and $5 BART Value Days. All special ticket promotions are currently on sale at athletics.com/tickets. Fans will also enjoy a full promotional calendar, including six themed fireworks games leading off with Bay Area Hip Hop Fireworks on May 19 and ending with STAR WARS Fireworks on September 23, a Bob Melvin bobblehead on May 6 presented by Comerica Bank (15,000 fans) and a Marcus Semien Starting Lineup Action Figure on June 18 (15,000 fans). A list of 2017 promotions and special events is available at athletics.com/promotions. Individual game tickets to all A’s games will be priced dynamically,
with prices fluctuating based on factors affecting supply and demand. For the best possible prices, fans are encouraged to buy tickets early. Fans can lock in the best seats at the lowest price by purchasing a 2017 ticket plan. Plans are available by calling 510-638-GO A's (4627). n
> “Rickey Henderson Field” to be dedicated Opening Night, April 3 As a tribute to former Athletic and MLB Hall of Famer Rickey Henderson, the Oakland A’s are naming the field at the Oakland Coliseum “Rickey Henderson Field,” during a special pregame ceremony Opening Night, April 3, before the season opener against the Los Angeles Angels. “Rickey Henderson is the greatest Athletic of all time. It is fitting we honor and recognize his impact on our franchise by naming our playing field after him,” said Oakland A’s President Dave Kaval. “In addition to his current role on our baseball development staff, I am excited he is joining us in the front office to serve as a representative of Green and Gold baseball as Special Assistant to the President.” “This is an incredible honor and I am humbled that the field I have so many incredible memories on is now named after me,” said Henderson. “I love this organization and our fans and look forward to contributing to our success for many years to come.” The A’s will also host Rickey Henderson Day Saturday, July 15 during the game versus the Cleveland Indians. As part of this celebration, fans will receive a white Oakland jersey with “Henderson” and “24” on the back. Tickets for Opening Night and the July 15 Rickey Henderson Day are now on sale. Fans can purchase tickets online at www.athletics.com, over the phone by calling 1-877-493-BALL (2255), or in person at the Oakland Coliseum Gate D Box Office. Fans can lock in the best seats at the lowest price by purchasing a 2017 ticket plan. Plans are available by calling 510638-GO A's (4627). n
Go A’s green and gold! The Oakland Chamber of Commerce Board of Directors Wishes the Oakland A's a Winning Season! EXECUTIVE COMMITTEE Chair of the Board MARK EVERTON Visit Oakland DAN COHEN Full Court Press BENJAMIN HARRISON Colliers International
JACKIE RAY Schnitzer Steel Industries, Inc. ZACK WASSERMAN Ex Officio Corporate Counsel Wendel, Rosen, Black & Dean LLP ELÑORA TENA WEBB Peralta Community College District
BOARD OF DIRECTORS ALICIA BERT Pacific Gas & Electric Co. DAREN CHAN AT&T RONALD J. FOREST Matson STANLEY P. HEBERT, III California State University, East Bay MICHAEL HESTER McGuire and Hester VICTORIA JONES The Clorox Company
| OBR Oakland Business Review | www.oaklandchamber.com
PAT KERNIGHAN Former Oakland City Councilmember
ED MCFARLAN JRDV Urban International
PAMELA KERSHAW Port of Oakland
SAM NASSIF Creative Hospitality Group
NEIL KRAETSCH Oakland Athletics
DENISE PINKSTON TMG Partners
MICHAEL LEBLANC PICÁN Restaurant
CHUCK PROSPER Alta Bates Summit Medical Center
KEN LOWNEY Lowney Architecture ROBERT LUCCHESE Bank of America KEN MAXEY Comcast
MICKY RANDHAWA Wells Fargo MANAN SHAH Gensler Bj WASHINGTON J.P. Morgan Chase & Co.
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> East Bay Partnership improves care for frequent ED patients A new community collaboration led by Sutter Health’s Alta Bates Summit Medical Center is improving health care for patients who frequently visit emergency departments at six hospital locations in the East Bay. Called PreManage ED, the new program uses technology to securely share data between emergency physicians and their teams to improve and coordinate patient care in real time. Since coming online last spring, PreManage ED has allowed emergency departments within the Sutter ▲ Erika O’Bannon, Alta Bates Health network and Alameda Health System to identify more than 1,700 shared Summit ED social worker and patients who visited an ED five or more times in the previous year. Before Ronn Berrol, M.D., medical PreManage ED was implemented, neither health system could identify these director of the Alta Bates Summit Emergency Department frequent visitors as shared patients. in Oakland are using a new tool “The PreManage ED system instantly alerts our staff when a patient has a case to better coordinate care for ED history of using the ED on at least three occasions in less than 30 days,” says Ronn patients in the East Bay. Berrol, M.D., medical director of the Alta Bates Summit Emergency Department in Oakland. “This tool allows us to quickly view the patient’s recent treatment history and pinpoint the reasons why they are visiting the ED so often.” Case Management Collaboration The most frequent ED patients typically suffer from chronic illnesses, mental health issues and substance abuse problems. They may also be homeless. Since many of these patients don’t have access to a primary care physician and have little or no social support to help them navigate the healthcare system, they rely on the ED as their point of entry for their medical, social and emotional needs. With this new collaborative care model, these patients can receive better-coordinated, earlier medical intervention to help prevent inpatient stays and improve health outcomes overall. PreManage ED improves patient care by allowing ED staff to make more informed clinical decisions and better direct a patient’s follow-up care. The system allows ED case managers at all six hospitals to collaborate when a patient isn’t able to effectively articulate what specific treatment they received at another hospital. “It’s phenomenal to be able to quickly assess how patients are utilizing ED care and to ask patients important questions that can help reduce their risk of future ED visits,” says Erika O’Bannon, an Alta Bates Summit ED social worker. “For instance, if I notice that a patient with diabetes has also been over-utilizing Highland Hospital’s ED, I can call the case manager at Highland and help coordinate follow-up care with a diabetes educator.” Participating hospitals include Sutter Health’s Alta Bates Summit Medical Center in Oakland and Berkeley, Sutter Delta Medical Center in Antioch, Sutter’s Eden Medical Center in Castro Valley, and Alameda Health System’s Highland Hospital in Oakland and San Leandro Hospital in San Leandro. “Thanks to philanthropic investment from Sutter Health’s nonprofit foundation, Better Health East Bay, and support from Alta Bates Summit’s leadership team, our ED staff has access to a very valuable tool,” adds Berrol. “I would love to see more hospitals in the Bay Area adopt the same system so that we can continue to improve health outcomes in our community by reducing the risk of ED visits for high-risk patients with complex needs.” Learn More To learn more about how Alta Bates Summit partners to help underserved and underinsured residents in the East Bay, visit: newsroom.altabatessummit.org. To learn more about Better Health East Bay visit https://betterhealtheastbay.org/ n
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> UCSF Benioff Children’s Hospital Oakland news In December, UCSF Benioff Children’s Hospitals welcomed Dr. Michael R. Anderson as its new president. Dr. Anderson takes the reins from Dr. Bertram Lubin, who was recently appointed Associate Dean of Children’s Health for UCSF. Dr. Anderson will also act as Senior Vice President, Children’s Services for UCSF Health. Dr. Anderson is a renowned authority on children’s healthcare policy, pediatric disaster preparedness, system quality, and physician workforce. Prior to his appointment at Benioff Children’s Hospitals in Oakland and San Francisco, ▲ Phase One of UCSF Benioff Oakland's Master Plan project - a new Dr. Anderson was Vice President and Chief Medical outpatient center, now under construction. Officer for University Hospitals, Cleveland, Ohio, and Professor of Pediatrics at Case Western Reserve School of Medicine. Dr. Anderson has served in an impressive variety of leadership roles. In 2008, President George W. Bush appointed Dr. Anderson to the National Commission on Children and Disasters, where he was vice chair of the commission. Dr. Anderson has testified before the U.S. Senate and the President’s Commission on Bioethics, and has chaired an Institute of Medicine Committee on Pediatric Disaster Response and Recovery. He is also a consultant to the Centers for Disease Control and Prevention and the U.S. Department of Health and ▲ An aerial view of UCSF Benioff Oakland's future outpatient center, Human Services’ (HHS) National Disaster Medical alongside the current outpatient center and the main hospital. System. In 2014, Dr. Anderson was appointed by the Obama Administration to chair the National Advisory Committee on Children and Disasters at HHS. He has served on three national committees for the American Academy of Pediatrics and chaired its Committee on Pediatric Workforce. Dr. Anderson has published on a variety of pediatric critical-care topics including sepsis, acute respiratory distress syndrome, care of the immune-suppressed patient, and transport of the unstable patient. Dr. Anderson’s arrival coincides with a new milestone in the development of UCSF Benioff Oakland’s Master Plan modernization and construction project, with a new outpatient center on track to be completed later this year. The new outpatient center is the first phase of a ten-year expansion project to rebuild and retrofit the hospital to meet current seismic regulations, as well as improve facilities for children, adolescents, and their families. The new six-story 89,000square-foot building will adjoin the present outpatient center with clinics for cardiology, rehabilitation, neurology and other sub-specialities. Future milestones for the Master Plan project include increasing the number of onsite patient beds, creating individual patient rooms, and adding new surgical, diagnostic, and treatment rooms as well as support services and clinics. Underscoring UCSF Benioff Oakland’s role as a major employer in the East Bay, and its long history of fostering connections with its surrounding community, the hospital is again partnering with the Oakland Unified School District (OUSD) to offer a construction pathway program to train students for careers in the construction industry. The program, “Future Designers and Builders Program,” teaches students about all aspects of construction and design, and students gain direct access to the hospital's Master Plan project by working with the project's builders and architects. Through their participation in the program or by becoming a pre-apprentice graduate, it's hoped that they will eventually be able to apprentice on-site. The program was piloted in the summer of 2016 with overwhelming success, and UCSF Benioff Oakland and OUSD relaunched the program in February as a full-semester program. The 15-week program offers a blend of instructional and hands-on experience by rotating students twice-weekly seminars, tours and project-based work. Students gain exposure to the full breadth of career options in building development and urban planning, and will earn high-school credit towards graduation. All OUSD students are welcome, and this spring's group includes students from Fremont, McClymonds, Rudsdale and Oakland Tech High Schools and the Emilio Zapata Street Academy. The students are both male and female and reflect the hospital's diverse community. n
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> Spring cleaning – The great financial paperwork purge: Seven, scan, shred, store THE “RULE OF SEVEN” – In most cases, you have three years to amend your return and the IRS has three years to audit you. There are some exceptions. For example, if the IRS finds a major discrepancy, such as 25% or more of your income is unreported, they can audit 6 years back. Entities other than the IRS, such as creditors and insurance companies, may want to see tax documents further back. To play it safe, experts recommend holding on to tax records and supporting paperwork for at least seven years. SCAN – Keep these papers in a secure location for a minimum seven years. The IRS recommends scanning paperwork so you have backup electronic versions. Store them on a portable storage device plan you could easily take with you in the event you needed to evacuate your home, or encrypted in the cloud. • Tax returns • Receipts (needed to prove claims made on tax returns) • Annual statements (bank, credit card, insurance, etc.) • Proof of miscellaneous income (if applicable) – unemployment, gambling, alimony, jury duty, hobby incomes, prize money, etc. • Charitable donation recordand written acknowledgement from charities • Mileage logs (if deducting miles driven for business or charitable purposes) • Retirement accounts • Annual investment statements • Proof of tax filing – email confirmation if filed electronically or a certified/ registered mail receipt from the post office SHRED – There are some documents you can probably shred right now. Purge, readers, purge! • ATM and deposit receipts – shred once they’ve been compared against monthly bank statement. • Monthly bank statements – keep statements for one year, after that hold on to the annual statement and shred the rest (unless a statement has proof of a tax deduction). • Credit card bills – once they’ve been paid, shred them. Unless you need them to support a tax deduction like a charitable donation or childcare expense. • Monthly investment statements – hold on to annual statements and your most recent monthly statement, the rest can be shredded. • Pay stubs – shred all of your 2016 paystubs after you’ve compared them against your W-2, (which should have arrived in January). • Insurance policies – keep policies and statements until renewed or you get a new one, then discard old paperwork. • Receipts – most receipts can go to the shredder. Hold on to receipts if they were for a big purchase or could be needed to prove a deduction on your taxes. STORE – There are certain items where you want to make sure originals are tucked away safely. Keep them in a fireproof safe and/or a safe deposit box. If you store your “forever” documents in a safe deposit box, make sure you keep a copy of them at home. And, of course, scan the documents and save securely to a cloud service and also a small storage device you can easily grab up if you are evacuated for any reason. • Safe Deposit Box, Storage Device & Cloud Service • Loan and mortgage documents • Estate paperwork (wills, trusts, health proxies, etc.) • Birth Certificates • Death Certificates ntities other than • Marriage license the IRS, such as • Military service records • Social Security cards creditors and • Car titles (until you sell or insurance companies, dispose of the car) may want to see tax • Boat titles, bills of sale documents further • House deed • Household inventory, including back (than 6 years). scans of receipts as far back as To play it safe, you have them (many insurance experts recommend companies require actual receipts and/or scans of receipts when holding on to tax filing claims) records and support• Insurance policies ing paperwork for at • Investment holdings Then, breathe deeply. Doesn’t least seven years. it feel good to have cleansed? n
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> The good, the bad, the ugly It’s no secret filing taxes can be a confusing pain. We’ve rounded up some of the good (overlooked tax deductions!), the bad (IRS red flags!) and the just plain ugly (beware of IRS tax scams) of the 2017 tax season. As always, check with your tax preparer. THE GOOD: Often-overlooked deductions Reinvested dividends – This isn’t a tax deduction, but an important subtraction that can save you a bundle. Millions of taxpayers miss this one, costing them millions in overpaid taxes. If, like most investors, you have mutual fund dividends automatically reinvested to buy extra shares, remember each new purchase increases your tax basis in the fund. That, in turn, reduces the taxable capital gain (or increases the tax-saving loss) when you redeem shares. Forgetting to include reinvested dividends in your basis results in double taxation of the dividends — once in the year when they were paid out and immediately reinvested, and later when they're included in the proceeds of the sale. Self-employment taxes – As a self-employed person, you pay both the employer and employee component of payroll taxes. Fortunately, you get to deduct the 50% considered the employer portion. In some cases, you can also deduct retirement fund and health insurance expenses. Bad debt eeduction – If you lent money that you never got back, it is considered a bad debt, which might make you eligible for a tax rebate. Generally, to deduct a bad debt, you must have previously included the amount in your income or loaned out cash. You must also show that you attempted to collect the debt and that there's no chance you'll be able to recoup it. Medical and dental expenses – You can deduct unreimbursed medical and dental expenses that total more than 10% of your Adjusted Gross Income (AGI). If you were born before Jan. 2, 1951, you can deduct expenses beyond 7.5% of AGI – but the 2016 tax year is the last year for the 7.5% exception. Health savings account contributions – Health savings accounts are tax-exempt accounts you use to pay or reimburse certain medical expenses. You can claim a tax deduction on contributions you or someone other than your employer made to your account. Hobby expenses – You can deduct some ordinary expenses you incur from a hobby. Unlike a business, a hobby is an endeavor from which you do not expect to profit. If you suffer losses due to a hobby, you cannot deduct the loss from your income. Charitable giving – It's hard to overlook big charitable gifts you made during the year, by check or payroll deduction (check your December pay stub). But little things add up, too, and you can write off out-of-pocket costs incurred while doing work for a charity. For example, ingredients for casseroles prepared for a nonprofit organization's soup kitchen and stamps you buy for a school's fund-raising mailing count as charitable contributions. Keep your receipts. If your contribution totals more than $250, you'll also need acknowledgement from the charity documenting the support you provided. If you drove your car for charity in 2016, remember to deduct 14 cents per mile, plus parking and tolls paid, as you went about your philanthropic journeys. You can also deduct the cost of purchasing and maintaining uniforms you wear to a place you volunteer or parking in a garage if that's required. State/Local Taxes – You can deduct your state and local taxes paid in the previous year, or you can deduct the sales taxes that you paid (preferable for states that levy no state income tax). If you choose to deduct sales taxes, consult the 2016 Schedule A instructions to get a baseline value and then add the tax on big-ticket items that were purchased during 2016. THE BAD: IRS red flags Deducting business meals, travel and entertainment – Big deductions for meals, travel and entertainment are always ripe for audit, whether taken on Schedule C by business owners or on Schedule A by employees. A large write-off often sets off alarm bells, especially if the amount seems too high for the business or profession. Agents are on the lookout for personal meals or claims that don't satisfy strict substantiation rules. To qualify for meal or entertainment deductions, you must keep detailed records that document for each expense the amount, the place, the people attending, the business purpose and the nature of the discussion or meeting. Also, you must keep receipts for expenditures over $75 or for any expense for lodging while traveling away from home. Without proper documentation, your deduction is toast. Claiming 100% business use of a vehicle – When you depreciate a car, you have to list on Form 4562 what percentage of its use during the year was for business. Claiming 100% business use of an automobile is red meat for IRS agents. They know that it's rare for someone to actually use a vehicle 100% of the time for business, especially if no other vehicle is available for personal use. The IRS also targets heavy SUVs and large trucks used for business, especially those bought late in the year. That’s because these vehicles are eligible for favorable depreciation and expensing write-offs. Make sure you keep detailed mileage logs and precise calendar entries for the purpose of every road trip. Sloppy recordkeeping makes it easy for a revenue agent to disallow your deduction. As a reminder, if you use the IRS's standard mileage rate, you can't also claim actual expenses for maintenance, insurance and the like. The IRS has seen such shenanigans and is on the lookout for more. Unreported income – Unreported income is perhaps the easiest-to-avoid red flag and, by the same token, the easiest to overlook. Any institution that distributes an individual’s income will – continued on page 19 report it to the IRS, and the more income sources you have, the
The good, bad, ugly – continued from page 18 greater the difficulty in keeping track. Old brokerage accounts are commonly overlooked, as are Form 1099s. Blurring the lines on business expenses – The agency uses occupational codes to measure typical amounts of travel by profession, and a tax return showing 20% or more above the norm might get a second look. Also, take-home vehicles aren’t considered strictly business, so a specific purpose should accompany any vehicle-related deduction. Generally speaking, the IRS can be picky about mixing business and personal expenses. Meals and entertainment can be allowable, but exceeding the occupational norm by a great amount invites an audit.
topics. Emails can seek information related to refunds, filing status, confirming personal information, ordering transcripts and verifying PIN information. Variations of these scams can be seen via text messages, and the communications are being reported in every section of the country. The IRS is aware of email phishing scams that appear to be from the IRS and include a link to a bogus web site intended to mirror the official IRS web site. These emails contain the direction “you are to update your IRS e-file immediately.” The emails mention USA.gov and IRSgov (without a dot between "IRS" and "gov"), though notably, not IRS.gov (with a he hardest thing dot). These emails are not from the IRS. in the world to The sites ask for Social Security numbers and other personal understand is the information, which could be used to help file false tax returns. The sites also may carry malware, which can infect people's computers income tax. and allow criminals to access your files or track your keystrokes to – Albert Einstein gain information.
Earning more than $200,000 – Last year the IRS audited about 1% of those earning less than $200,000, and almost 4% of those earning more, according IRS data. Raise the threshold to $1 million and the percentage of audited tax returns increases to 12.5%. The same patterns exist when it comes to business tax returns: 1% of corporations with less than $10 million in assets, compared with 17.6% above that threshold. Higher incomes are likely to result in more complex tax returns that are more likely to contain audit triggers. More importantly, the IRS wants to maximize return on investment, something the agency gets better at every year: $55.2 billion was collected through enforcement activities last year, a 63.8% increase since 2001 without adjusting for inflation. But enforcement personnel increased only 9.8% during that time.
IRS-impersonation telephone scams – An aggressive and sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be employees of the IRS, but are not. They use fake names and bogus IRS identification badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling. Victims are told they owe money to the IRS and it must be paid promptly through a pre-loaded debit card or wire transfer. If the victim refuses to cooperate, they are then threatened with arrest, deportation or suspension of a business or driver’s license. In many cases, the caller becomes hostile and insulting. Or, victims may be told they have a refund due to try to trick them into sharing private information. If the phone isn’t answered, the scammers often leave an “urgent” callback request.
THE UGLY: Scam alert – This section below is from the official IRS.gov website. Surge in email, phishing and malware schemes – The IRS has issued several alerts about the fraudulent use of the IRS name or logo by scammers trying to gain access to consumers’ financial information in order to steal their identity and assets. Scammers use the regular mail, telephone, fax or email to set up their victims. When identity theft takes place over the web (email), it is called phishing, and it increased by 400% in 2016. Scam emails are designed to trick taxpayers into thinking these are official communications from the IRS or others in the tax industry, including tax software companies. These phishing schemes can ask taxpayers about a wide range of
Tax refund scam artists posing as Taxpayer Advocacy Panel – According to the Taxpayer Advocacy Panel (TAP), taxpayers are receiving emails that appear to be from TAP about a tax refund. These emails are a phishing scam, where unsolicited emails, which seem to come from legitimate organizations – but are really from scammers – try to trick unsuspecting victims into providing personal and financial information. Do not respond or click the links in them. TAP is a volunteer board that advises the IRS on systemic issues affecting taxpayers. It never requests, and does not have access to, any taxpayer’s personal and financial information such as Social Security and PIN numbers or passwords and similar information for credit cards, banks or other financial institutions. n
> Thank you to our After Five Reception hosts
January Host Eve’s Waterfront Restaurant 15 Embarcadero West Oakland, CA 94607 www.eveswaterfront.com
February Host La Furia Chalaca – Peruvian Seafood Restaurant 310 Broadway, Oakland, CA 94607 www.lafuriachalaca.com
Please check our online calendar for upcoming events at www.oaklandchamber.com.
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> Much-needed projects set to break ground in Oakland this year
HE FIRST ECONOMIC DEVELOPMENT FORUM OF THE YEAR KICKED OFF WITH SOME GOOD NEWS – OAKLAND IS FINALLY BULDING. OAKLAND’S Assistant City Administrator Claudia Cappio, and Interim Director of Planning and Building Darin Ranelletti were on hand at the Chamber’s Jan. Economic Development
Forum to give an overview of which projects ▲ Chamber CEO Barb Leslie are breaking ground in 2017. introduces Interim Director of Oakland has long had over 10,000 Planning Darin Ranelletti and Asst. City Administrator Claudia approved units in the development pipeline, Cappio but it’s always been unclear as to when, or if, they would be built. ”People are familiar with our enormous pipeline, but the question was ‘when is that going to open?’” Ranelletti said. “The mayor has said it's officially open and flowing.” Oakland has over 2,700 units currently under construction, with another 6,600 under review in addition to the 10,000 already approved. This is in sharp contrast to the average of 604 units per year built between 2013 and 2016. Ranelletti said he expects 1,800 of the 2,700 units under construction to be completed this calendar year. It’s important to note, however, that even this increased building is still a drop in the bucket compared to the 14,765 units Oakland is projected to need to build by 2022 to keep up with population growth, according to the Association of Bay Area Governments. Much the activity is concentrated in two locations – Broadway Valdez and Jack London. Broadway Valdez has at least four important projects going up totaling
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approximately 1,100 units and over 113,000 square feet of retail. “There’s significant construction in Broadway Valdez,” Ranelletti said. “The specific plan we did there really led to success. It provides needed housing, but also destination retail. Oakland has significant retail leakage for comparison goods.” Jack London should see several important projects go up this year as well that will add 512 much-needed new units along with 13,700 square feet of retail. “There’s always been interest in Jack London, but we're at a key moment in time when you're going to see some key changes,” Ranelletti said. “In particular the project at 2nd and Webster really feels like Jack London and feels like Oakland. That’s something we take pride in; to direct design expertise to create things that feel authentically Oakland.” To make 2017 a truly significant year for construction in Oakland, two more ingredients are needed: high rise and office building. “I think we are actually going to get high rises,” Ranelletti said. The long-awaited “T12” 601 City Center office tower project by Shorenstein Properties LLC has filed for permits and paid a large chunk of fees, according to Ranelletti. “There hasn't been an office tower built in Oakland in a decade,” he said. “This is significant.” n
▲ 2630 Broadway, 253 residential units; 36,288 sq ft commercial; The Hanover Company
▲ 1700 Webster, 206 residential units; 5,100 sq ft commercial; Gerding Edlen
▲ City Center T12, 588K sq ft office; 9,500 sq ft commercial; Shorenstein Properties LLC
▲ 1640 Broadway, 254 residential; 5,000 sq ft commercial; Lennar Multifamily Communities, LLC
▲ 2400 Valdez, 224 residential units; 23,465 sq ft commercial; The Hanover Company
▲ 2302 Valdez, 193 residential units;
▲ 3073 Broadway, 432 residential units;
▲ 2nd and Webster, 134 residential units;
22,000 sq ft commercial; CityView
5,000 sq ft commercial; Mill Creek Residential
▲ 4th and Madison, 330 residential units; 5,700 sq ft commercial; Carmel Partners, Inc.
▲ 2nd and Broadway, 48 residential units; 3,000 sq ft commercial; The Austin Group LLC
31,500 sq ft commercial; Wood Partners
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> What is Leadership Oakland?
EADERSHIP OAKLAND IS A PROFESSIONAL DEVELOPMENT, NETWORKING, AND LEADERSHIP TRAINING PROGRAM OF the Oakland Chamber of Commerce. Currently in its 27th year, the program offers Oakland’s current and future leaders the opportunity to gain an in-depth knowledge of the role leadership plays in our city and prepares participants for roles on City commissions, nonprofit nonprofit boards, elected office, and greater community engagement.
What is the curriculum? • Each day-long session is devoted to an in-depth exploration of various topics relevant to Oakland. Participants are introduced to speakers and leaders from the Oakland community. • During each session you will be introduced to experts and leaders who will speak about the factors that impact Oakland’s future: Leadership skills and professional development Economic development City government and neighborhoods Local news media Health care City commissions and boards of directors Education Nonprofits Arts Public safety Transportation and the environment • The program also includes several unique site visits and field trips, as well as attendance at the Chamber of Commerce’s Annual Awards Luncheon in June.
What is the commitment? • One full day per month from October to June, usually the second Friday from 8:30 a.m. to 4 p.m. followed by a cohort happy hour • Tuition includes: all program materials, leadership training sessions, breakfasts and lunches, as well as costs associated with Chamber mixers, Annual Awards Luncheon, and graduation ceremony Who should participate in Leadership Oakland? • Anyone living or working in Oakland who has a stake in the city’s future and plans to continue to be involved in Oakland five years from now • Anyone with an interest in government, advocacy, non-profit work, or who wishes to contribute to the betterment of our community • Anyone interested in professional development and leadership skills training • Participants come from a wide array of backgrounds and often include executives, business owners, consultants, and employees of politicians • Cohorts develop a close bond that provides them a valuable network after the program ends. Participants also benefit from membership in the Leadership Oakland Alumni Association, which hosts mixers and events year-round How do I get involved? • For more information or questions, contact Aly Bonde at firstname.lastname@example.org. ■
> 11th Annual
Oakland Indie Awards
Learning: Sponsor Cyber Defenders intern program
The 11th annual Oakland Indie Awards, Oakland’s largest celebration of independent businesses and artists making a positive social, environmental, or economic impact on the community, takes place May 18, 2017 at the Oakland Museum of California. Organizers invite the community to show their local love by nominating favorite Oakland “indie” businesses or Oakland-based artists online from March 6-31. The event celebrates local changemakers with live music, free local food, art exhibitions, and an Indie Marketplace. For more info, visit oaklandindieawards.com. ■
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The Lawrence Livermore National Lab, at the fore of cyber security research and operations, has a number of internships available for Oakland Unified School District and Merritt College students in its rigorous Cyber Defenders summer program. Slated to begin in June, this multi-week program provides students with education and hands-on training in the fastpaced, in-demand cyber arena, one of the nation’s fastest growing occupational sectors. The Oakland Chamber of Commerce is helping connect and convene the partners to assist in coordinating funding and communications, and is currently seeking sponsors and partners to provide stipend funding for this summer’s students. Please contact Mark Butler, mbutler@oakland chamber.com for information. ■
Thank you to our Leadership Oakland sponsors
> Leadership Oakland Class of 2017 program sessions to date City Neighborhood Tour – Oct. 14. 2016
Health, Housing, and Human Services – Jan. 13, 2017
• City Neighborhood Tour led by Visit Oakland in a bus generously donated by AC Transit • Private tour of the Oakland Coliseum thanks to the Oakland A’s • Lunch and “Port 101” briefing in the Port of Oakland’s boardroom, followed by a tour A special thanks to LO Advisory Board Chair Zack Wasserman and LO Alumni Association Board Member Shannon Pedder for welcoming the Class of 2017 and thank you to Visit Oakland for sponsoring the cohort happy hour at Rosenblum Cellars.
• Workshop on leadership skills, individual and group communication training, and strategic planning conducted by Snider and Associates
• Sara Bedford, Director, Department of Human Services • Susan Muranishi, Administrator, Alameda County • Elaine de Colingy, Executive Director, EveryOne Home • Delvecchio Finley, Chief Executive Officer, Alameda Health System • Denise Pinkston, Partner, TGM Partners • Adhi Nagraj, Director of Development, BRIDGE Housing Corporation • Norma Thompson, Manager, City of Oakland Housing and Community Development • Loyd Ware, Manager, City of Oakland Housing and Community Development • Holly Joshi, Executive Director, MISSSEY • Mike Rowe, Chief Financial Officer, Kaiser Northern California Region • James Head, President & CEO, East Bay Community Foundation Thank you to the East Bay Community Foundation for hosting the session.
Business – Nov. 4, 2016
Arts and Education – Feb. 10, 2017
• Angela Tsay, Co-Founder, CEO & Creative Director, Oaklandish • Mark Sawicki, Director, Economic & Workforce Development Department, City of Oakland • Kim Winston, Director of State Government Affairs, Starbucks Coffee Company • B Byrne, CEO, Clef • Steve Snider, Executive Director, Uptown/Downtown Association Thank you to Wendel, Rosen, Black & Dean LLP for hosting the day.
• Graham Lustig, Artistic Director, Oakland Ballet Company • Steven Payne, Executive Director, Oakland Symphony • Sandra Weingart, COO/CFO, Oakland Museum of California • Katie Fahey, Program Officer, Kenneth Rainin Foundation • Kristen Zaremba, Public Art Program Manager, City of Oakland • Eric Arnold, Oakland Arts Advocate/Journalist • Brian Stanley, Executive Director, Oakland Public Education Fund • James Harris, President and District 7 Trustee, Oakland Unified School District • Carmelita Reyes, Co-Principal, Oakland International High School • Nate Dunstan, Refugee/Asylum Student Specialist, Oakland Unified School District • Claire Shorall, Manager of Computer Science, Oakland Unified School District • Greg Cluster, Internship Coordinator, MetWest High/Oakland Unified School District Thank you to the Paramount Theatre for providing a backstage tour, PLACE @ Prescott Elementary for hosting, and the Oakland Public Education Fund for ▼ The Leadership Class of 2017 coordinating participation in the African enjoyed a private tour of the Oakland Coliseum, organized American Literature Read-In. ■
Leadership Training – Nov. 4, 2016
Public Safety and Implicit Bias – Dec. 9, 2016 • David Downing, Assistant Chief, Oakland Police Department • Darin White, Deputy Chief, Oakland Fire Department • Anthony Finnell, Executive Director, Citizens’ Police Review Board • Ana-Marie Jones, Disaster Preparedness Expert • Karen Boyd, Director of Citywide Communications, City of Oakland • Implicit bias, microaggression training, and roundtable discussion led by CircleUp Education
by the Oakland A’s.
> Leadership Oakland 2017 participants Blossom Albuquerque Management Analyst AC Transit Robin Anderson Community Engagement Manager AXIS Dance Company Evelin Bailey Attorney Wendel, Rosen, Black and Dean LLP Leah Cerri Volunteer Programs Manager Eden Housing
Nicole Hankton Project Manager Craig Communications
Bonny Kuan Project Coordinator AC Transit
Lyz Luke Special Events Coordinator Oakland Symphony
Michael Chavez Wealth Advisory Associate Morgan Stanley
Riza Hernandez Financial Advisor Wells Fargo
Catherine Malone Director of Academic affairs University of Phoenix, Bay Area
Erica Vazquez Account Payable Supervisor City of Oakland, Police Department, Fiscal Services Division
Benjamin Clyde Community & Government Relations Specialist Northern California Kaiser Permanante
Rebecca Hopkins Deputy Director Oakland Public Education Fund
Sara Nolan Events & Marketing Manager Alameda Health System Foundation
Lilibeth Gangas Kapor Chief Technology Community Officer Kapor Center for Social Impact
Jeremiah Jackson Director of Equity & Inclusion The College Preparatory School
Rachel Ratcliff Jeffries Lead Project Manager Kaiser Permamnente
Helen Green Visitor Services Manager Visit Oakland
Denise Kees VP Sales & Marketing Kees Realty
Paulina Song Principal Management Consultant Practyx, LLC
Susan Groff Insurance & Risk Management Specialist Leavitt Pacific Insurance
Piotr Kornas CEO/Owner Kornas Corporation
Mark Sutton Policy and Program Analyst Northern California Community Loan Fund
Gerris Wilkinson Manager 11 West Partners Frances Wong PR & Community Relations Manager Visit Oakland
FEBRUARY / MARCH 2017 19 |
> DIRECTORY ADDENDUM The following is a list of new members of the Oakland Metropolitan Chamber of Commerce. Please refer to these members when you have a need for goods and services.
Ashley Furniture Homestore 3839 Emery St., #300 Emeryville, CA 94608 (608) 863-3546 www.ashleyfurniturehomestore.com Albert Rojas Retail Bay Oak Law 1939 Harrison Street, Suite 929 Oakland, CA 94612 (510) 208-5500 www.bayoaklaw.com Andrew Jacobson Attorneys California Shakespeare Theater Bruns Amphitheater 100 California Shakespeare Theater Way Orinda, CA 94563 (510) 548-3422 www.calshakes.org Susan Falk Theatrical Companies & Performing Arts Cambridge CM 420 Olive Avenue Palo Alto, CA 94306 (415) 410-3815 www.cambridge-cm.com/ Frank Schaffarczyk Construction Management CircleUp Education 5777 Harbord Drive Oakland, CA 94611 (510) 214-2951 www.circleuped.org Tyrone Botelho Personal & Professional Development Code NinjaZ 1557 Jackson St. #112 Oakland, CA 94612 (510) 823-0797 www.codeninjaz.org Ryan Hui Educational Consultants Coffman Engineers 1939 Harrison Street, Suite 320 Oakland, CA 94612 (510) 251-9578 www.coffman.com Roy Worthen Engineering Services Kevin M. Corbett Attorney at Law 220 Juana Avenue San Leandro, CA 94577 (510) 357-4970 Kevin M Corbett Legal Service Mat Dahms State Farm Insurance Agency 4400 Keller Ave., Ste. 260 Oakland, CA 94605 (510) 636-1440 www.matdahms.com Mat Dahms Insurance Agents & Brokers
Ford-Looker Team Pacific Union Real Estate 201 Lafayette Circle, Ste 100 Lafayette, CA 94549 (925) 917-9070 fordlookerteam.com Suzanne Looker Real Estate Great Place to Work 222 Kearny St., Suite 800 San Francisco, CA 94108 Carrie Maultsby-Lute Management Consultants & Services Lake Merritt Dental 1900 Webster St. Ste A Oakland, CA 94612 (510) 834-4321 www.lakemerrittdental.com Paulina Song Dentists Nightingale Photography 4546 Toyon Place Oakland, CA 94619 (510) 338-2997 www.nightingalephotos.com Christina Hernandez Photographers - Commercial Ono Hawaiian BBQ 2990 E. 9th Street Oakland, CA 94601 onobbq.com Christine Jan Restaurants: Fast Food Pacifica Senior Living Oakland Heights 2361 E 29th St. Oakland, CA 94606 (510) 534-3637 www.pacificaseniorliving.com Cindy Wood Housing – Handicapped/Elderly Pinot's Palette Alameda 2210 D South Shore Center Alameda, CA 94501 (510) 263-8770 www.pinotspalette.com/alameda Sean Gabriel Arts, Culture and Entertainment TMC Financing 1720 Broadway, 3rd Floor Oakland, CA 94612 (415) 989-8855 www.tmcfinancing.com/ Scarlett Sheldon Financial Services Urban Strategies Council 1720 Broadway, 2nd Floor Oakland, CA 94612 (510) 893-2404 www.urbanstrategies.org David Harris Nonprofit Vivint, Inc. 4931 N. 300 W. Provo, UT 84604 (877) 873-9883 http://www.vivint.com/stores/city/ oakland-california Cody Pike Security Systems
20 | OBR Oakland Business Review | www.oaklandchamber.com
NEW MEMBER PROFILES San Joaquins Joint Powers Authority The San Joaquin Joint Powers Authority (SJJPA) is the managing agency responsible for the Amtrak San Joaquins rail service. Amtrak San Joaquins runs up and down the San Joaquin Valley between Bakersfield, the Bay Area, and Sacramento. With 365 miles of track, 18 stations, and over 1.1 million annual riders, the San Joaquins is the 6th busiest Amtrak service. Amtrak Thruway Bus service connects riders to 135 destinations in California and Nevada. In the Bay Area, the rail line serves Antioch, Martinez, Richmond, Emeryville, and Oakland’s Jack London Square – its terminus. One of Amtrak San Joaquins’ key benefits is to relieve congestion on freeways. Taking the train helps improve the environment by reducing air pollution and greenhouse gas emissions, giving us cleaner air to breathe. Train amenities include: free Wi-Fi, comfortable seats, and table space to get work done on the go. Trains also feature bike racks for those biking to and from the train. Learn more about traveling on Amtrak San Joaquins at www.amtraksanjoaquins.com. n
Bay Oak Law Bay Oak Law has been helping businesses with their legal rights and responsibilities since 1998. Bay Oak Law works with its clients to get things done correctly the first time – which is far cheaper and more efficient for our clients. Bay Oak Law has extensive experience in business and intellectual property litigation, in matters like patent, trademark and copyright infringement; trade secret misappropriation; employment disputes; contract and business litigation; and business formation and advice. Bay Oak Law is also there for its clients when our clients need someone to represent them in court. From administrative hearings to state and federal court, Bay Oak Law will be there to give advice and zealous representation, while being alert to the bottom line. Andy Jacobson of Bay Oak Law has been rated AV Preeminent, the highest rating in both legal ability and ethics, by his fellow lawyers, for his work in Intellectual Property, Business, and Labor and Employment. n
Beacon Economics Beacon Economics LLC is one of California’s leading economic research and consulting firms, specializing in economic and revenue forecasting, economic impact analysis, economic policy analysis, regional economic analysis, real estate market and industry analysis, and EB-5 Visa analysis. The firm’s internationally recognized forecasters were among the first and most accurate predictors of the U.S. mortgage market meltdown that began in 2007 – and among a relatively small handful of researchers who correctly calculated the depth and breadth of the financial and economic crisis that followed. In 2015, the firm partnered with the University of California, Riverside in establishing the Center for Economic Forecasting and Development at the School of Business. The Center is staffed and managed entirely by Beacon Economics. Known for delivering independent and rigorous analysis, Beacon Economics provides economic trend and data analysis that strengthens strategic decision-making about investment, revenue, and policy. Clients range from the State of California to Fortune 500 companies to major cities and universities. Learn more at www.BeaconEcon.com or contact Rick Smith, Director of Business Development, at Rick@BeaconEcon.com or 858-997-1834. n
Sam Breach photographer/imagemaker I’m Sam Breach, an Oakland photographer/imagemaker with exceptional digital artistry skills honed when working on movies like Star Wars & Harry Potter • I started using those skills to tell my own visual stories, initially as a form of self expression • Other people loved my creations and soon they were asking me to turn their own narratives into photographic illustrations • So when you or your business need extra special imagery and imaginative pictures that surprise and draw the audience in to discover more, I’m the creative you need to call 415 669 4066 www.sambreach.com n
NEW MEMBER PROFILES Cal SHAKES California Shakespeare Theater redefines the classical theater for the 21st Century, making works of extraordinary artistry that engage with our contemporary moment so we might learn about ourselves and each other in the fullness of our world. Founded in 1974 as a collective of actors performing for free in the park, and currently under the leadership of Artistic Director Eric Ting and Managing Director Susie Falk, Cal Shakes focuses on 3 pillars that create the foundation of our work: MAKE vital theater that celebrates our collective experience through stories both old and new. Every summer over 40,000 people enjoy critically acclaimed professional theater at our gorgeous outdoor venue. LEARN from artists, audiences, communities, and each other about our common humanity. Our Artistic Learning programs offer classroom workshops, school residencies, Summer Shakespeare Conservatories, and Student Discovery Matinees with activities and learning opportunities before and after each show. ENGAGE with the abundant diversity of the East Bay by sharing our theater with everyone. Our Artistic Engagement programs take performances to unusual places and celebrate the artist in everyone by partnering with dozens of local artists and organizations for Civic Dialogues, Story Circles, the Community Tour, and the ArtistInvestigator Project. n
Facing History and Ourselves Facing History and Ourselves is a nonprofit international educational and professional development organization. We combat bigotry, hatred, and anti-Semitism through education. Facing History equips middle and high school educators and youth with skills that allow them to wrestle with today’s difficult issues through the lens of history. Students are challenged to make personal connections between the past and their present, between others and themselves. We started this innovative approach 40 years ago and the need is still urgent today. We are creating future generations of engaged, informed, and responsible decision makers, who when faced with injustice, misinformation, and bigotry, will pave the way to justice, truth, and equality. n
KRM Keaton Raphael Memorial Our mission is to support children with cancer and their families. KRM was established in 1998 following the death of five-year old Keaton after his courageous, nine-month battle with Neuroblastoma--cancer of the nervous system. When Keaton was diagnosed in 1997, his parents were overwhelmed by the challenge of caring for their son while trying to keep life for their family “normal.” After his death, they vowed to not let other families feel the same way. We are unique to Northern California as we focus solely on assisting childhood cancer families. While cases of cancer among adults in California have dropped by about 9% in the last 20 years, children's cancer has increased by 16% in that same period. We were the first, and are still the only organization in the region with a Navigator Program designed to help pediatric cancer families navigate the web of complicated health and social services that they so desperately need. Hospitals simply do not offer this kind of support. In fact, they refer to us. n
Pilot Freight Services Established in 1970, Pilot Freight Services is the largest privately held U.S. freight forwarder operating today. Pilot Freight Services is a full-service global transportation and logistics company with over 75 locations throughout North America, western European operations, and administration offices in the Netherlands and Spain, and a worldwide network of overseas partners. For you, that translates into global coverage 24 hours a day, 7 days a week. Not only can we move your freight anywhere in the world, we can also deliver the expertise and customized shipping and logistics services that help your business run more effectively and efficiently than you ever thought possible. Our local office operates from a 72,500-square-foot facility in Hayward and just off the 92/880 corridor. Please don’t hesitate to contact us for a quote at (510) 362-5252 or matthewvoss @pilotdelivers.com. n
NEW MEMBER PROFILES Project Pedal Project Pedal is the Bay Area’s newest indoor hip-hop cycling program. We combine energetic music with intense cardiovascular and strength training workouts to create challenging and fun classes for riders at all experience levels. We also offer body strength, body conditioning, and TRX bootcamp classes led by experienced fitness professionals – take advantage of our free week offer by emailing email@example.com! n
Savant Investment Group Savant Investment Group (“SIG”) is a fee-only registered investment advisory firm. With over 25 years of service and experience, our firm is dedicated to helping individuals with solutions designed to preserve and enhance their wealth. Our goal is to provide clients with the most thoughtful and objective advice possible, so they can focus on family, passions, and other aspects of life. We provide advice and guidance on a wide array of financial matters. SIG also offers retirement plan services to corporations and small businesses. The firm offers flexible investment management, fiduciary education, and participant advice solutions to 401(k)s, profitsharing plans, pension plans, and hybrids. n
Sunbelt Business Sales and Acquisitions I help people sell/buy businesses. Sunbelt Business Sales and Acquisitions Norma Kaufman, CPA, Business Broker www.sunbeltbayarea.com (510) 612-3940 • BRE#01986381 firstname.lastname@example.org
TMC Financing Established in 1981, TMC Financing is the largest provider of SBA 504 commercial real estate financing in Northern California. During the past 35 years, TMC has provided over $9 billion in financing for more than 5,000 businesses throughout California and Nevada. We are a small business advocate motivated to better our communities by fueling the success of small businesses. About SBA 504 Real Estate Loans: The Small Business Administration 504 loan program allows small-business owners to finance commercial real estate and other fixed assets with long-term, below-market, fixed interest rates. SBA 504 loans can be used to finance the total project cost, which can include the purchase price, construction/renovations, equipment, soft costs and closing costs. A typical 504 loan project requires a down payment of only 10 percent of the TPC from the borrower, with the remaining amount split between a first mortgage provided by a commercial lender and a second mortgage provided by a certified development company (CDC). By enabling owners to keep their capital working to grow the business and create jobs, the 504 program provides businesses and communities long-term stability. n
Working Solutions Working Solutions provides affordable microloans, customized business consulting, and community connections for entrepreneurs in the Bay Area to start and grow thriving local businesses. They are committed to helping entrepreneurs realize their dreams of business ownership with both capital (loans from $5,000-$50,000) and free comprehensive business consulting to their borrowers. Working Solutions does not require a minimum credit score and is committed to serving early-stage businesses, including start-ups. They prioritize serving women, low-income, and minority entrepreneurs. For more information, please contact Diana Chavez, Business Development Officer, at diana@working solutions.org or (415) 590-0155. n
FEBRUARY / MARCH 2017 21 |
> Let’s celebrate César Chávez Day! Our fight to keep Fruitvale clean and safe! A day of community service and family entertainment.
Saturday March 25th, 2017
9 a.m. - 4 p.m. (Clean-up 9 a.m. - 12 p.m., fiesta 12 - 4 p.m.) Corner of Foothill Blvd. and Fruitvale Ave. We will celebrate with mariachi, folkloric dance, music, clown, information tables, activities for kids and more. If you have questions, please contact María Sanchez at mlsanchez@unitycouncil .org or (510) 535-6919 and (510) 535-7176 . ■
> Jack London Improvement District invests in urban art Photo Courtesy of the Artist GhalamDAR
> About Town – News from the BIDs
Another in a series of columns featuring news and events in Oakland’s Business Improvement Districts (BIDs)
The Jack London Improvement District is working to incorporate art and culture into the urban fabric of the District – and excite and enliven the streets for residents, workers, and visitors. In collaboration with art professionals, community members, and the City of Oakland’s Cultural Affairs Department, the Jack London Building Art Program was initiated to invite artists and resources to create and show work. Works to date include wall art, pop-up exhibitions, and original works painted live – enveloping utility boxes in the district. The newest installation at 334 Broadway, "Art Social Space and Public Discourse" is a project of Bay Area artist Ala Ebktear. He enlists world-renowned Iranian artist GhalamDAR during his tenure as Artist in Residence at Stanford University. The piece is brought to life by the collaboration between Hawaii/Oakland artist Mike BAM Tyau, and GhalamDAR. On March 9th, please join us for an artist talk/mural unveiling at 333 Broadway. For more information, contact email@example.com With eleven separate pieces completed and three projects underway, ranging from Exhibitions activating vacant retail space, to a solar light exhibition inspired by the murmuration of starlings; Jack London is becoming a new type of out-of-the box museum. Jack London reimagines historic signage thanks to Carmel Partners’ development investment Did you know that Oakland’s Waterfront Warehouse District is on the National Register of Historic Places? Thanks to a major effort by the Jack London Improvement District, historic architecture advocates and Carmel Partners' support through their project at 4th and Madison, funds will be allocated to two important projects that will enhance the District: a façade improvement program providing matching grants to property owners, and for capital improvements to update and expand Historic District Signage Program. The Waterfront Warehouse District was home to such notable Oakland businesses as Safeway, S&W Fine Foods, among others. Carmel Partners has broken ground on the construction of a 330-unit building at 5th and Madison within the Waterfront Warehouse District, formerly the Cost Plus World Market office. Jack London Improvement District facilitated numerous community conversations that shaped developer contributions through impact mitigations. The Development team and the community worked together to fund projects that were important to the neighborhood – resulting in over $300,000 allocated to hyper-local projects and strong community support for the development. Jack London Improvement District kicked off the improvement projects with a creative community workshop and happy hour facilitated by local design team Gyroscope, which took place December 9th. Community members brainstormed together, generating unique prototypes of commemorative plazas, interpretive displays, and kiosks. Jack London Improvement District is driving these collaborative projects forward that connect the past to the present for people who visit, work, or live in Jack London. ■
22 | OBR Oakland Business Review | www.oaklandchamber.com
> Koreatown/Northgate (KONO) KONO has received a grant from the Fleishhacker Foundation to put tile mosaics on four litter containers in the district. Local artist Juan Lopez features rainbows along with doves, a streetscape that reflects the buildings in the district, and the earth, to name a few themes. The rain-bow theme represents the KONO logo. Mosaics on litter containers provide an opportunity for community place-making and foster pride in the neighborhood. They also serve well as a source of graffiti abatement. ■
Keeping you connected and informed
All events are held at the Chamber offices, 475 14th St., unless otherwise noted. Call 874-4800 to confirm dates and times. Meetings are open to all Chamber members.
> MARCH 15 | Business Referral Nework
EX EC U T IV E CO MMI T T E E Chair of the Board MARK EVERTON Visit Oakland
VICTORIA JONES The Clorox Company PAT KERNIGHAN Former Oakland City Councilmember
DAN COHEN Full Court Press
PAMELA KERSHAW Port of Oakland
Industries, Inc. KEN LOWNEY ZACK WASSERMAN Ex Officio Corporate Counsel Wendel, Rosen, Black & Dean LLP ELÑORA TENA WEBB Peralta Community College District
Lowney Architecture ROBERT LUCCHESE Bank of America KEN MAXEY Comcast ED MCFARLAN JRDV Urban
B OAR D OF DI R EC TO RS ALICIA BERT Pacific Gas & Electric Co. DAREN CHAN
International SAM NASSIF Creative Hospitality Group DENISE PINKSTON TMG Partners
| noon to 1:30 p.m. Exchange leads, learn skills and business tools, and make lasting relationships; for more info contact Paola Castellanos at paola@oakland chamber.com
23 | After Five Reception | 5:30 - 7:30 p.m. Hosted by San Joaquin Joint Powers Authority; free for Chamber members, $15 for non-members; check the Chamber Events Calendar for location.
24 | Inside Oakland Breakfast Forum – State of the State | 8:30-10:45 a.m. Featuring the Honorable Rob Bonta Assemblymember of the 18th District, Senator 9th District, and the Honorable Tony Thurmond, Assemblymember of the 15th District; Free for Chamber members, $15 for non-members
Board Amtrak San Joaquins and ride to Martinez! Firsttime Tri-Chamber Mixer Event at Martinez Historic Train Station. Reservations required at OCC by March 10 for complimentary train travel. Check Oakland Chamber online event calendar for full schedule and details.
Time change for this event only: 6:45 - 8:45 p.m. No charge for Chamber members. $15 non-members.
31 | Annual Economic Development Summit – “Oakland 2030” Planning Today for Oakland’s Tomorrow | 7:30-10:45 a.m. Featuring keynote Dave Kaval, president of the Oakland Athletics; Robert Sammons, regional director, Cushman & Wakefield, plus a panel discussion; VIP Ticket $125.00 ; General Admission $60.00 member / $75.00 non-member Sponsorship opportunities available.
5 | Business Referral Nework
RONALD J. FOREST
Alta Bates Summit
| 3 - 4:30 p.m. Exchange leads, learn skills and business tools, and make lasting relationships; for more info contact Paola Castellanos at paola@oakland chamber.com
STATE OF THE STATE PUBLIC POLICY BREAKFAST - March 24 Inside Oakland Breakfast Forum Speakers, L to R, Assemblymen Rob Bonta and Tony Thurmond.
Free for Chamber members. $15 non-members. 8:30 - 10 a.m.
California State University, East Bay
MANAN SHAH Gensler
MICHAEL HESTER McGuire and Hester
Bj WASHINGTON J.P. Morgan Chase & Co.
The purpose of the Oakland Metropolitan Chamber of Commerce is to promote commerce and industry, to advance economic growth and to enhance the quality of life in the city of Oakland. OBR OAKLAND BUSINESS REVIEW (ISSN 1092-7220) is published by the Oakland Metropolitan Chamber of Commerce, 475 14th Street, Oakland, CA 94612-1903. Membership dues include subscription. Periodicals postage at Oakland, CA. Contents may not be reproduced without permission. POSTMASTER: Send address changes to OAKLAND BUSINESS REVIEW, 475 14th Street, Oakland, CA 94612. Editor in Chief: JULIA LEHMAN (510) 874-4800 firstname.lastname@example.org Advertising Sales: BLACK INK OBR@blackinkllc.com Design/Production Editor: CARTER DESIGNS The articles published in this publication do not necessarily reflect the policies or opinions of the Oakland Metropolitan Chamber of Commerce.
12 | Economic Development Forum | 3 to 4:30 p.m. Hear from Carmel Partners’ Greg Pasquali about their exciting high-rise project at 1314 Franklin on the site of the Downtown Merchant’s Parking Garage. Free for Chamber members, $15 for non-members
19 | Business Referral Nework | noon to 1:30 p.m. Exchange leads, learn skills and business tools, and make lasting relationships; for more info contact Paola Castellanos at paola@oakland chamber.com
27 | After Five Reception | 5:30 - 7:30 p.m. Hosted by City of Oakland - Parks & Recreation; check the Chamber Events Calendar for location
28 | Inside Oakland Breakfast Forum | 8:30-10 a.m. Meet the City of Oakland's Lobbyist featuring Niccolo De Luca, Senior Director at Townsend Public Affairs
FEBRUARY / MARCH 2017 23 |
> Community Impact Committee recasts
traditional nonprofit approaches
In a first-of-its-kind move to rethink and recast both business relationship and strategic engagement between nonprofits and businesses, the Oakland Chamber of Commerce recently rolled out its transformative Community Impact Committee (CIC), a unique, structured program bringing together for-profit and nonprofit organizations in furtherance of productive partnerships committed to philanthropy and social mission. According to Barbara Leslie, President and CEO, Oakland Chamber of Commerce, the move to the redesigned CIC has generated strong interest and support, capturing both the interest and imagination of a wide swath of the Chamber’s membership and the community at large. The number of businesses engaging their workforce, customers and communities via ‘doing well by doing good,’ is growing. It’s a natural progression of organizational innovation as we seek to identify needs, develop programs and deliver a productive experience to those involved for the betterment of our regional community.” With significant input on next steps solicited from Chamber members previously involved in its legacy Nonprofit Roundtable, the group recommended a series of actions including renaming and opening the group to for-profit members increasingly interested in and committed to pursuing parallel social responsibility programs, and to undertaking an in-depth survey in the future to explore focus, programs, activities and the roles the Chamber could fulfill in supporting both in furtherance of their objectives. An initial survey indicated an overwhelming number of nonprofits wanted to learn how best to interact with the business community to carry out their respective mission statements and vision. Alana Ross, an Oakland Chamber of Commerce consultant, worked closely with Ms. Leslie and the CIC steering subcommittee to bring this vision to life, beginning with the process of exploring and honing in on the types of activities and programs the Chamber could potentially offer to bring non profits together with the regional business community. The subcommittee determined a first program offering should focus on understanding more about the establishment of and functional role of partnerships. “After we gained clarity on the initial offering, we researched extensively what resources in the greater Bay Area were available to help us with planning and execution of a workshop series,” noted Ms. Ross. Her research led her to NP-IQ, a Silicon Valley-based group specializing in the development of innovative strategies for nonprofit organizations.
1316 Franklin Street, Oakland, CA 94612 (510) 832-1416 Contact: Gloria Wohlfarth
Monday - Friday • 6:30 a.m. - 8:00 p.m. $1.50 each 1/2 hour • $12.00 Max.
Saturday – 8:00 a.m. - 6:00 p.m. $1.50 each 1/2 hour • $7.00 Max. Monthly parking rate: $190.00 Reserved monthly parking rate: $215.00 www.downtownmerchantsparking.com Closed Sunday
24 | OBR Oakland Business Review | www.oaklandchamber.com
NP-IQ assisted in framing an agenda for a rollout event to address several aspects of partnering and partnership between for-profits and nonprofits. The workshop would examine the state of philanthropy, exploring scholarly reports such as “The Giving Code – The State of Silicon Valley Nonprofits and Philanthropy.” The second agenda item was centered on collaboration – how to collaborate in this new environment, including developing and maintaining a business value proposition, outlining benefits for nonprofit partners, speaking to them in the language of business and aligning the nonprofit message with that of a potential partner. “We gained the support of three sponsors, all of whom immediately understood the value of this emerging CIC and were keen to provide resources necessary to get the group up and running, including its inaugural event,” stated Ms. Leslie. “We were pleased to welcome Chevron as the program sponsor; Community Bank of the Bay, our continental breakfast host; and California State University East Bay, Oakland Center, which provided much-needed conference space for 70 attendees.” Said Ms. Ross, “The day-long work format included case studies, frameworks, and tools to help attendees learn how to connect with businesses, such as addressing how nonprofits must create a core brand message, which morphs seamlessly, symbiotically, into the messaging and positioning of its business partner or partners. Later, attendees broke out into groups for hands-on sessions and reconvened for presentations by their respective groups. Our follow-up with participants indicates a desire to gain additional training around branding and messaging and how to better align nonprofits with their potential business partners; exercises with actual funders; resource materials and local examples of successful partnerships between companies and nonprofits,” she concluded. “CIC looks forward to creating many more programs and activities which provide useful tools and resources, as well as opportunities to bring together our for-profits and nonprofits to further their respective social mission goals,” stated Ms. Leslie. “The Chamber has a very diverse nonprofit membership base; if a small- to medium-size business wants to look for ways to partner with a nonprofit, the Chamber has a wide variety that would probably welcome making the connection. It is our hope CIC engages not only nonprofits, but also businesses of every size to produce positive, long-term benefits for their organizations and for our community.” ■
Published on Mar 10, 2017
The bi-monthly publication of the Oakland Metropolitan Chamber of Commerce, Oakland, CA. News and features about the greater East Bay, with...