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TASK 3: Business Retention, Attraction & Expansion Support (Initiatives 2.2, 2.3, 5.1, 5.2) <br /> <br />a) Set up and launch a robust business goodwill visit program. Provide staff augmentation and <br />training, as needed. As directed by City staff, develop a priority list of businesses that should be <br />contacted; and meet with up to 20 businesses to identify business retention issues and opportunities. <br />b) Provide regular reports on business visits. Track the meetings, contact information, and business <br />issues identified (and resolved) in a CRM database. Track business metrics for bi-annual reports to <br />Council. <br />c) Assist staff with fielding business requests for service, providing targeted business services and <br />ombudsman assistance, and tracking the businesses served by the City. <br />d) Analysis and support for staff on proposed design review update to further streamline permit <br />processes. <br />e) Analysis and support for attraction of innovation-based businesses. <br />f) Review government incentives. Develop a screened list of the most effective incentives and <br />financial programs. Develop content & web links to direct local businesses to all relevant Federal, <br />State, and regional programs (e.g., SBA, HUD, IDB, Go-Biz, ETP, etc.). Support City in posting <br />this information on their website and social media, to promote Pleasanton as the one-stop resource <br />for small business assistance. <br />g) Other BRE support, as requested. <br />Budget: up to $8,000 <br /> <br />TASK 4. Retail Attraction & Tenant Support Program (Initiative 3.1) <br /> <br />Work with staff to attract retail tenants based on the previous strategic analysis. Based on staff’s direction, <br />provide any of the following services: <br />a) Retail attraction & staff support with meetings at ICSC, marketing to tenant representatives & <br />brokers, and other retail attraction efforts. <br />b) Evaluate retail and other commercial permitting processes for opportunities to support and <br />expedite. <br />c) Develop and maintain a short list of retail tenants that should receive priority in the City’s retail <br />marketing efforts, based on research completed in FY25. <br />d) Facilitate outreach and engagement with key shopping center owners, managers and retail brokers <br />active in Pleasanton to keep staff abreast of current and projected retail opportunities. <br />e) Conduct periodic high-level scan of regional trends, market conditions, and Pleasanton’s overall <br />retail outlook. <br />f) Other retail attraction & retention support, as requested. <br />Budget: up to $8,500 <br /> <br />TASK 5: Miscellaneous Analysis, Technical Advisory & Support <br />• Miscellaneous analysis and support for City’s business attraction efforts, as requested. <br />• Support staff efforts to present to Planning Commission, Committees and/or City Council, as <br />requested. <br />• Provide other related analysis, technical advisory, or support, as requested. <br />Budget: up to $2,000 <br /> <br />This consulting agreement would be for a total amount not to exceed $30,000 and would cover 11 months <br />of services. Work will be billed at a rate of $220 per hour for Mr. Greenwood’s time. Transportation costs <br />and other expenses will be covered by the consultant, at no cost to the City. <br />Docusign Envelope ID: 73D41D58-F081-469C-AD5F-1372E3E68618Docusign Envelope ID: 209F2AF4-236E-4DE9-9D7C-14712E5CB3C1