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PresentationsCC 11‐08‐19 1 City of Cupertino City Council Workshop November 8, 2019 5:30 p.m. – 9:30 p.m. Cupertino City Hall – 10300 Torre Avenue Rod Gould, Senior Partner Christine Butterfield, Senior Manager Mayor’s Welcome 2 CC 11‐08‐19 2 Public Comment 3 Comments from the  City Manager CC 11‐08‐19 3 Today’s  Agenda Call to Order and Public Comment Comments from the City Manager Learn More About Councilmember’s Service to Cupertino Council Discussion of High‐Performance Governance and  Council Norms Council Discussion of Role Clarification View From the Bridge Discussion of Council Relations as a Body/With Staff/With  Community Identify Significant Opportunities and Challenges Facing  Cupertino and Common Vision for its Future Hanging Issues and Commitments Wrap Up and Next Steps Today’s  Objectives 6 Strengthen trust and effectiveness of the City  Council. Learn about how Councilmembers approach  Council service and decision‐making. Develop a Council agreement on norms for  working together and with staff on behalf of  the community. Discuss expected opportunities and challenges  on the horizon and the Council’s vision for the  City of Cupertino in the next five years. CC 11‐08‐19 4 Ground Rules 7 Seek consensus Listen to understand Participate Stay focused Assume good intent Speak up if we need course correction Bike Rack •Things to discuss at another time will  be tracked separately •Time management tool 8 CC 11‐08‐19 5 Learn More About Council’s Service to Cupertino •What propelled you to serve on the  City Council? •How do you evaluate community  issues that come before the City  Council? •What about your service on City  Council do you find most satisfying? •What would you like the City  Council’s reputation to be in the  community and with staff? 9 InspirationsService Future Effective Practices for Elected Officials “Attributes of Effective Councils,”  Institute of Local Government “A Key Ingredient for Success: An  Effective City Council/City Manager  Relationship,” by Kevin Duggan,  International City/County Management  Association Examples of City Council Norms Norms Commitment Effectiveness 10 CC 11‐08‐19 6 Effective Practices for Elected Officials What are the common elements and  norms of high performing councils? How well does the Cupertino City  Council embody the Ethics Protocol  and norms of high performing  councils? What could Cupertino incorporate  into its governance culture? Norms Commitment Effectiveness 11 City Government is a Team Sport It’s about collaboration,  persuasion and relationships You can be a solid Council  member and a team player, too 12 Together Work We CC 11‐08‐19 7 Look for Connections and Intersections  With Your  Priorities With Your  Council  Colleagues With the  City  Manager •People vote for people – and do  business with people – that they like  and trust •Important to build relationships with  your colleagues to achieve success •Be transparent and share your policy  decision‐making interests with one  another •Work together to build a support  system –Brown Act caution! Civility works 13 Disagreeing in a Way that Maintains the Team Can’t I disagree with a colleague on an issue? YES, of course!  Just do it with: Dignity Respect  Support Inclusiveness Never underestimate the power of  a little civility and kindness 14 CC 11‐08‐19 8 So Much Is About Communications Be focused,  direct, clear  and brief Questions and  comments can  lead to an  action or  motion Be respectful  15 How Much Should I Talk as a Council Member? Democracy Simply Moves Slowly! More About  Communications Focus on Outcomes  •Be attentive •Ask clarifying questions •Let people know you are listening Separate people from the problem •Focus on interests, not positions •Invent options for mutual gain •Insist on using objective criteria 16 CC 11‐08‐19 9 Do Your Homework  and Be Prepared •Read agenda materials •Ask questions in advance •Analyze alternatives •City Manager should share  information with all  Councilmembers •Set clear rules, policies and  procedures for Council  meetings 17 Do Your  Homework  and Be  Prepared 18 Involve the City Attorney early Ask how to achieve policy goals  under the law rather than  whether a course of action is legal Pay careful attention to Brown  Act laws and regulations  regarding ethics CC 11‐08‐19 10 Teamwork – How to Get  There Play  nice, be fair, be patient,  be kind, no surprises Avoid squabbling and  personal attacks Maintain formal decorum  and be respectful Refer to colleague with their  titles 19 No One Can Do  It Alone •Neither the City Manager,  nor the Council or individual  Council Members can do it  alone! •Become an expert at small  group decision making •Understand and appreciate  each others’ styles,  strengths and expertise •Respect each other and  understand your roles 20 CC 11‐08‐19 11 No One Can Do  It Alone •Be rock solid on laws and  rules regarding ethics •Learn to count to 10! •Learn to compromise – take  the long view •Think strategically  •Always remember your  values – why you ran for  office or entered public  service •Put the community first in  all matters 21 Teamwork •Getting things done for the  community as a team makes  us all look good  •Accomplishments build  relationships…which lead to  other successes 22 CC 11‐08‐19 12 Review How You  Spend Your Time •Easiest or most important? •Responding to crisis or anticipating  future needs and challenges? •Pace your efforts for the long run •Ask the public how you are doing 23 Have Fun! 24 Celebrate successes See the humor in your  spectacular failures Enjoy your experiences  – you worked hard to  get here! CC 11‐08‐19 13 Discussion of Role Clarification City Council Mayor City Manager City Attorney Staff Commissions  and  Committees •Policy role •Administrative role •Advisory role •Legal role 26 CC 11‐08‐19 14 Basic Suggestions for Success Clear Roles Mayor Council City Manager City Attorney 27 City Council – Staff  Partnership 28 Everyone has a role to play Council sets the goals and policies Day to day work of the City is done by  staff Partnership is critical for success of the  City CC 11‐08‐19 15 City Council – City Manager  Relationships 29 •Sets policy and overall direction •Keeps in touch with community  concerns Council •Implements Council policy  •Handles day‐to‐day operations •Offers policy advice •Manages the staff City Manager City Council – City Manager  Relationships Important to find the line and stay within  your area of responsibility Yes, it is often more complicated, but… •It is best if the Council is not involved in  staff and administrative matters; and •It is best for the City Manager to not  dominate public discussions. CC 11‐08‐19 16 Council  Member Role Represent the community well •Do what is in the best long‐term interest of the  community Respect the chain of command –The City Manager and  City Attorney are your only direct reports – and they  report to the entire Council •Work through the City Manager (or department  heads with copy to CM) •Do not direct staff or ask staff to do things (“asking”  can imply direction)  Meet with the City Manager on a regular basis  •City Manager can be your greatest asset in helping  you frame issues and reach your goals  •Within the confines of receiving direction from the  Council as a body Council  Member Role                    (continued) As a Council, hold the City Manager accountable for  agreed‐upon Council goals  If there is conflict around an individual Council  member’s request, then the City Manager should  work to resolve the conflict through Council  consensus •The Council member needs to understand that  the City Manager can only fulfill a request that  is within current policy direction, is legal and is  within the staffs’ capacity Do not publicly criticize staff •Take up your disappointments privately with  the City Manager  •Never share with staff below the City Manager CC 11‐08‐19 17 Mayor’s Role Run the Council meetings Serve as chief representative of the City  (ribbon cuttings, spokesperson) Meet with the City Manager regularly to  collaboratively discuss issues Work closely with the City Manager to  anticipate future issues and to plan City’s  response Carry out all of the roles listed for Council  members City  Manager’s  Role Serve as chief executive officer of the municipal  organization Guide and develop staff and create a productive  organization culture Manage staff, including hiring, terminations,  discipline Provide advice to the City Council Help make the Council productive and successful Help each member of Council to succeed Help staff achieve the Council’s goals  CC 11‐08‐19 18 Nurture a  Strong  Council‐ Manager  Partnership Help with the “care and feeding” of the  partnership •Schedule time for team building,  feedback and relationship building •Learn something new daily •Understand/respect each position’s   role City  Attorney’s  Role Represent the whole organization, not  individual Council members or members of the  public Provide clear and accurate legal advice on a  myriad of complex laws Be fair and impartial Provide full disclosure Use candor and diplomacy CC 11‐08‐19 19 View from the Bridge 37 Building on a Solid Foundation City Manager’s State of the City CC 11‐08‐19 20 458 277 91* 263 332 CA State Auditor’s Report •Based on 471 cities/towns in CA •Higher rankings = Better Fiscal Health 39 Santa Clara County Fiscal Risk Heat Map 40 CC 11‐08‐19 21 How did we Rank? 23 164 174 208 250 272 302 315 346 364 377 382 396 403 453 0 50 100 150 200 250 300 350 400 450 500 San Jose Palo Alto Gilroy Morgan Hill Campbell Santa Clara Milpitas Los Gatos Saratoga Sunnyvale Cupertino Los Altos Monte Sereno Mountain View Los Altos HillsRanking Lowest to HighestOverall Fiscal Risk - Cities/Town in Santa Clara County 41 General Fund 10 Year Forecast Major Revenue Assumptions •1.3% Sales Tax •2.0% Property Tax •5.0% TOT Major Expense Assumptions •3.0%  Employee Compensation •4.8% Employee Benefits •4.3% Contract Services •1.3% Transfer to Capital Reserve of $1.5M 42 CC 11‐08‐19 22 Revenue not currently forecasted Development Project Housing, Hotel, or Mixed Use Estimated 1x Permit Fees Estimated ongoing Taxes Hamptons $1.6M $0.8M Marina $1.2M $0.5M +$1.6M   Oaks $0.9M $0.3M   Cupertino Village $0.2M $1.3M De Anza Hotel $0.3M $1.6M Vallco $16M $6.9M 1 Total $20.2M $13M 1 Keyser Marston Study 43 City’s Workforce 1.Account Clerk 2.Senior Office  Assistant 3.Emergency  Services  Coordinator 4.Director of  Parks and  Recreation 5.Case Manager 6.Recreation  Coordinator 7.Environmental  Programs  Manager 8.Maintenance  Work I (2) 9.HR Manager  10.City Clerk 10.91% 9.69% 10.50%10.35% 9.76% 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 2016 2017 2018 2019 2020 Annual Attrition Rate Annualized Attrition Rate as of 10/31/2019 Current & Anticipated Vacancies (9/11) 44 CC 11‐08‐19 23 City’s Mission Statement 45 CC 11‐08‐19 24 Council Relations  Discussion  •What is going well? •What is not going well? •What can we do differently to   improve? •How might City Council make  meetings more effective? 47 Council – City Manager and Staff Partnership Everyone  has a            role            to play Council  sets the  goals and  policies Day‐to‐day  work of the  City is done  by staff Partnership  is critical  for success  of the City 48 CC 11‐08‐19 25 Council – City Manager and Staff Relations Discussion 49 What is going well?What is not going  well? What can we do  differently to  improve? What can we stop  doing that will  improve the  situation? Council – Community  Relations Discussion •What is going well? •What is not going well? •What can we do  differently to improve? •How can Cupertino  improve its public  engagement with  residents? 42 CC 11‐08‐19 26 Opportunities and Challenges in Cupertino 51 What are the significant  opportunities to improve  Cupertino that will come  before the City Council in  the next two years? What will be some of the  major challenges that  Cupertino must fact in the  next two years? What is the common vision for Cupertino in five years’  time? Hanging Issues and  Commitments •What did we decide  today? •What steps are  necessary to implement  the agreements? •Are there training  opportunities we should  consider? •How can staff help? CC 11‐08‐19 27 Wrap Up and Next Steps 53 What was one useful  takeaway from  today’s workshop? Management  Partners will prepare  a workshop report Please complete the  workshop evaluation  form City of Cupertino City Council Workshop Thank you! Rod Gould, Senior Partner rgould@managementpartners.com Christine Butterfield, Senior Manager cbutterfield@managementpartners.com