Event:2016/02/08 Fundraising

Omni Fundraising WG Monday February 8, 2016

Attendees

• Jenny, Laura, Matt S, David K, Yar

Updates

$Reconciling the Books$

• Some categories are still problematic:
  • Tax reimbursements (collectives paying into Omni's taxes should be in this category, not Services)
  • Sales of Product (should not have any sales)

Loan App

• Jenny uploaded Articles of Incorporation, EIN, Bylaws, Board+Officers info, Signed Lease & Option to Purchase/Memorandum to the AAA Folder in the cloud - what docs remain?
• Need letters of support from other orgs (can include groups in the Omni, other orgs that have had events here, etc;):
  • Temescal BID
  • Southern Exposure?
  • Reach out to member collectives to write letters?
  • Reach out to event holders to write letters?
• Evidence of Insurance (GL, Fire, Property)
• (?) Ownership Breakdown -- principals, meaning the people -- not the organizations
  • Come up with a list of people with good credit, reputations, reliability, long-term committment, etc.
• (?) Borrower Background -- seems to mean credit, other loans, any other lending history, etc.
• (?) Evidence of city approval / support - CUP / Zoning Clearance /
• (?) Project Summary (of The Omni)

Conditional Use Permit

• Site: http://www2.oaklandnet.com/Government/o/PBN/OurServices/Application/index.htm
• pre-application - http://www2.oaklandnet.com/oakca1/groups/ceda/documents/webcontent/oak035214.pdf
• application - http://www2.oaklandnet.com/oakca1/groups/ceda/documents/report/oak049990.pdf
• Guide to applying: https://www.acgov.org/cda/planning/ordinance/documents/CUP.pdf

501c3 App

• About ready to go, just need to send to Jesse financial statements from the past 2 years

Action Items

• Send request for Letter of Determination (address parking, historicity of the building, etc) to the head of the planning department - DK's Draft from Jan 2015: https://drive.google.com/file/d/0ByjR12L1MEjCVW9YYjJ1UThwQ2c/view?usp=sharing
• Solicit letters of support from neighbors -> letter of support from the BID (David/Jenny)
• Request evidence of insurance (GL / Fire / Property)