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HomeMy WebLinkAbout10C - Ethics in Governance MEETING DATE: AGENDA #: PREPARED BY: AGENDA ITEM: DISCUSSION: 4646 Dakota Street S.E. Prior Lake, MN 55372-1714 CITY COUNCIL AGENDA REPORT March 19, 2007 fJ 10C (\! Frank Boyles, City Managert\ Consider Approval of a Request to Prepare a Report Regarding Ethics in Prior Lake Governance. Introduction The purpose of this agenda item is to determine whether the City Council would support the preparation of a report outlining actions the City could take to assure a focus on ethics in all phases of City operations. Historv Events both locally and nationally of late suggest the need for a purposeful approach to ethics. The Enron scandal raised this issue on a national basis. Locally, the fire chief/miscellaneous fund checkbook episode demonstrated that such things can happen "close to home." Current Circumstances The effectiveness of Prior Lake is directly proportional to the degree of confidence that property owners/taxpayers have in their local government. To date, they have supported the 2030 Vision and Strategic Plan. This is perhaps best demonstrated by the 2 to 1 passage of the Fire Safety and Service referendum last September. But residents must believe that their City is a good steward of the public dollar. There are a number of reasons for taking affirmative measures to encourage ethics in Prior Lake government: It is the right thing to do. Ethical cultures are created, they don't just happen. Such action is consistent with small town values of the strategic plan. Employee awareness encourages ethical behavior. Such action spawns confidence in government. While I have not done complete research, I have learned of two organizations in the metropolitan area which specialize in this field. I believe that there are likely to be more. The Center for Ethical Business Cultures (CEBC) is a non-profit corporation founded in 1978 by Minnesota business leaders. They use a 28-question integrity survey to assess ethical dimensions of the organization, consult with leaders to create and sustain ethical cultures and provide ethical leadership development through training. Attached is additional information from CEBC. Prices range from $11,000 for training-only to up to $36,000 for a complete package including surveying, consultation of senior leadership, training of www.cityofpriorlake.com Phone 952:447.9800 I Fax 952.447.4245 ISSUES: ALTERNATIVES: RECOMMENDED MOTION: leadership team, training all managers, supervisors, non-supervisory and paid on-call employees (Attachment 1.) The second organization is the Caux Round Table (CRT). CRT is headquartered in St. Paul, Minnesota. It is an international network of principled business leaders working to promote moral capitalism. The CRT advocates implementation of the CRT Principles for Business through which principled capitalism can flourish; and sustainable and responsible prosperity can become the foundation for a fair, free and transparent global society. The CRT principles apply fundamental ethical norms to business decision making. A specially designed process for incorporating the CRT principles into the culture of a corporation is available for companies to use. The CRT has also published, "Principles for Government" which apply to all levels of government. I intend to become more familiar with this organization if the council directs the preparation of a report. The Principles for Government are included as Attachment 2. The action recommended below would not commit the Council to engage an organization for this purpose. Instead, the staff is seeking Council direction regarding whether additional investigation, analysis and recommendation is appropriate. If the council believes that this is a worthwhile endeavor, I would prepare a report with alternative ethics efforts for the Council to consider together with funding sources therefore. I would also check with the League of Minnesota Cities to see if they are aware of such efforts. 1. Direct the staff to prepare a report outlining various options for supporting ethics in Prior Lake governance. 2. Take no action. Alternative #1 o CENTER FOR ETHICAL BUSINESS CULTURES'" BUSINESS PARTNERING WITH THE UNIVERSITY OF ST. THOMAS 1000 LaSalle Avenue TMH 331 Minneapolis, Minnesota 55403.2005 6519624120 TELEPHONE 651 962 4042 FACSIMILE mail@ cebcglobal.org www.cebcglobal.org c, A-t\.ul\tv-(A.. t- I 13 March 2007 Mr. Frank Boyles City Manager City of Prior Lake 4646 Dakota Street SE Prior Lake, MN 55372-1714 Dear Frank, Thanks for the opportunity to visit with you. I have appreciated the opportunity to learn more about the City of Prior Lake and the opportunities and challenges you are confronting. Per your request, enclosed is information about the CEBC Integrity SurveyTM. In addition, per your request, I am suggesting some additional ways that the Center for Ethical Business Cultures (CEBC) might assist you. Please note that this is not a formal proposal. Based on your requirements after consulting with the city council, we would prepare a formal proposal. About CEBC and Its Work The Center for Ethical Business Cultures is a 501(c)3 not-for-profit organization founded in 1978 by Minnesota business leaders. The Center is dedicated to assisting business leaders in creating ethical and high performing cultures at the enterprise, community and global levels. The Center is governed by an independent, business-led Board of Directors and is affiliated with the University ofSt. Thomas where is has been housed since 1988. For almost 30 years, CEBC has been working with leaders to help "get the culture right." Inside of organizations, we do three things: 1) We use the CEBC Integrity SurveyTM to help organizations assess the ethical dimensions of their climate. 2) We consult with leaders to assist them in creating and sustaining ethical cultures within their organizations. 3) We provide ethical leadership development designed for all levels of organizations, from executive leadership teams to middle managers and frontline workers. We have worked with units of government at the municipal, county, state and federal levels. In the broader community, through speaking, writing and other public presentations, CEBC promotes the critical role which ethical behavior plays in organizational life. At the federal level, CEBC has provided leadership through its participation on the Advisory Group to the United States Sentencing Commission as it revised the Federal Sentencing Guidelines for Organizations and through its participation in President George W. Bush's Economic Forum on Corporate Responsibility. CEBC works with students at the high school, undergraduate and graduate levels to teach them the importance played by developing a clear moral center to their role as developing Confidential & Proprietary Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cultures@, leaders. We work with scholars to foster research into critical dimensions of creating ethical cultures. Our Approach CEBC's consulting and ethical leadership development training utilize a practical (versus theoretical) and highly interactive delivery model that integrates ethical principles and "real world" organizational decision-making. Our approach to building and sustaining an organizational culture puts integrity at the core and emphasizes four critical themes evident in successful organizations: . Values: The organization's core values are developed through rigorous thinking and testing against real-world situations to ensure that it means what it says. Improved Outcomes: Organizations that develop ethical cultures - over time - are more successful than organizations that do not and at the same time will minimize the risk of costly missteps. Leadership: The role of leadership cannot be overestimated in building an organizational culture driven by mission, vision and values. Leaders set the "tone at the top" by modeling behavior, recognizing and rewarding excellent conduct, and reinforcing what is acceptable and what is not. Stakeholders: The importance of respecting and serving multiple stakeholders - including customers, employees, suppliers, legislators, citizens and communities - is a key dimension of sound ethical decision making. In building a culture around mission and values, leaders must engage the stakeholders of the organization, particularly employees. . . . Assessing Organizational Culture: CEBC Integrity SurveyTM The CEBC Integrity SurveyTM was developed by CEBC and Gantz Wiley Research (GWR, now a part of Kenexa). GWR, an international survey research firm founded in 1986, helps clients drive business performance through the strategic use of employee and customer input. The Survey Drawing on CEBC's almost thirty years of expertise in creating and sustaining ethical cultures and GWR's twenty years of surveying savvy and experience, the CEBC Integrity SurveyTM is a 28-item survey instrument which provides an in-depth assessment of an organization's ethical environment. The Integrity Survey probes five dimensions of organizational culture which we understand to be the building blocks of an ethical workplace: 1) Trust, Integrity and Honesty 2) Mission, Vision and Values 3) Leadership 4) Stakeholders 5) Process Integrity One-third of the items in the CEBC Integrity SurveyTM are indexed and benchmarked against WorkTrends™, GWR's normative benchmarking database. Confidential & Proprietary Page 2 Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cultures@. Survey Process There are three basic steps in the survey process: 1. We will work with you to identify any needed customization and design the questions to meet those needs. This step normally takes one to two weeks, depending on the level of customization desired. 2. We will administer the survey. When administered electronically, this step can be accomplished in about two weeks. 3. We will process the survey data and prepare the reports you need. This step takes two to three weeks. Survey Population Based on our conversations, we would recommend that the following participate in the survey: . All city employees, both paid and unpaid (this would include the volunteer firefighters and any other similar volunteers); . Participants in the strategic planning process . Any other groups of stakeholders which you might identify If! understand the numbers correctly, this is going to be about 250-300 people. Benchmarks WorkTrends™ is Gantz Wiley Research's unparalleled normative benchmarking database, providing current, relevant, and flexible data. Most other survey research firms build their norms by simply aggregating data from clients who have decided to do an employee survey with them in the past. Clearly, such data are unlikely to be either broadly representative or up-to-date. By contrast, to create W orkTrends, Gantz Wiley Research commissions a periodic, nation-wide panel survey of U.S. adult workers. This sample of U.S. workers is drawn to match the latest U.S. census statistics. The sample reflects 16 broad industry groups, and allows for comparisons based on industry, job type and level, tenure, race, gender, and other important variables. WorkTrends provides a valid, meaningful frame of reference for interpreting survey results. Reporting and Presentation of Findings While there is no question that quality data (reliable, valid, actionable) are absolutely critical for helping organizations drive high performance, we recognize that those data are meaningless if not effectively communicated. At the start of any new project, CEBC works closely with clients to determine the most effective and efficient approach for communicating survey results. Typically, the data from the CERC Integrity SurveyTM are presented in two ways, written reports and executive presentations. Reports, which can vary in length and depth, are designed to portray large amounts of data in an easy-to-read format that quickly conveys the salient points. Reports can be delivered electronically via permissioned access or on paper, depending upon client preferences. The reports contain: Confidential & Proorietary Page 3 Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cultures@. . A table of survey items and easily understandable explanations of statistical measures employed in the format prescribed by the client. . Overall theme and items within theme results. . Top- and bottom-ten items. . Comparisons to trend data (in subsequent administrations). . WorkTrends™ data for an appropriate benchmark group (e.g., Government agencies) on comparable items. While the content and scope of executive presentations vary based on your specific needs, type of audience, appetite for detail, and desired follow-up activities, presentations typically include the following: . Explanation of results (i.e., how to read the data, determine strengths/opportunities, interpret significant differences). . Summary of key findings highlighting key strengths, opportunities, comparisons to benchmarks and subgroup (e.g., functions and demographic) differences. . Results at the theme (e.g., Process integrity) and item levels. . Suggested priorities for action. Further Work You asked that I describe additional steps which CEBC might take after a client uses the Integrity Survey. We at CEBC operate from the premise that every organization has a culture. Leaders have a choice about whether or not they are deliberate in shaping that culture. We believe that culture, particularly its ethical dimensions, should be a part of every organization's strategic planning, with goals, objectives and benchmarks attached. Based on that premise, we would suggest that creating and sustaining an ethical culture should be a key ingredient ofthe City of Prior Lake's strategic planning going forward. Based on our conversations, some or all of the following steps might be elements of that strategy: . Assessing the ethical climate ofthe City of Prior Lake through use of the CEBC Integrity SurveyTM provides a benchmark which can be used to measure progress. . Typically, the Integrity Survey points to a gap in perception between the senior leaders of organizations and those in the middle and on the front lines. Typically, also, the Integrity Survey points to shortfalls in what CEBC calls "process integrity." ("Process integrity" describes the ways in which the human processes of an organization-recruiting, hiring, communicating, evaluating, compensating, promoting, demoting, firing, etc.-align (or don't!) with its values and mission.) If those results are found to be true for the City of Prior Lake, we would want to consult with the leadership team (you, the mayor and city council, etc.) to identify concrete step to address those issues. . The following are steps we frequently take with organizations: ~ A day-long (8 hour) seminar for the city council, mayor, city administrator and other senior leaders focused on the key role leaders play in creating and sustaining an ethical culture within your organization. Confidential & Proprietary Page 4 Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cultures@. ).> A % day (6 hour) seminar for all managers and supervisors focused on their distinctive role in sustaining an ethical culture. ).> A series of half -day (4 hour) seminars for non-supervisory staff focused on ethical decision making. ).> Evaluation and revision, if necessary, of processes within the City of Prior Lake to make certain that they are aligned with its values and mission. ).> Reassessment within 18-24 months to measure changes which have taken place. CEBC's Role In developing a program to meet your requirements, CEBC will work closely with you and your leadership team. We will want to clearly understand the City, its strategic situation, culture and leadership so that our work will synch with initiatives which are already underway, particularly with your 2030 Vision and Strategic Plan. The steps outlined below provide more detail. Final content and costs are subject to discussions. Please note that the Center gives a 10% discount to nonprofit organizations and government agencies which has been included in the prices below. Enhancing an Ethical Culture Seminar Senior Leadership Team 8 hours $7,000-$10,000, depending on customization needed in items and reports. $5,000 plus expenses $13,500 plus expenses (Price includes customization for the City of Prior Lake) Employees & key CEBC Integrity SurveyTM stakeholders Consultation, as needed Senior Leadership 8 hours Ethical Decision Making Seminar for Managers All managers & supervIsors 6 hours $5,625 plus expenses Ethical Decision Making Seminar All non-supervisory paid and volunteer employees 4 hours $3,600 per session plus expenses (Price for more than 3 sessions is $3,240 each) Alternative You asked that I suggest an alternative strategy for addressing the ethical concerns you have raised. A bare minimum strategy, and, in my view, a much less prudent and strategic use of resources, would be to provide training such as the Ethical Decision Making Seminar for all paid and volunteer employees. In groups of30 or less, this would require three to four sessions with a price range of$II,000-$13,000. Next Steps I understand that the city council has a meeting scheduled for 19 March at which you will present the information you have gathered to facilitate their decision making. I will expect to hear from you after that to plan for whatever next steps are appropriate. From a project management point of view, it will be Confidential & Proprietary Page 5 Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cultures@. helpful to know as soon as possible should the council decide to proceed with the Integrity Survey so that we can plan appropriately. Frank, we at CEBC would very much enjoy the opportunity to assist you and your colleagues as you continue strengthening the culture ofthe City of Prior Lake. These efforts have the potential to dramatically enhance the City of Prior Lake. I look forward to hearing from you. 1/dS, Robert C. Shoemake Director, Programs & Membership Confidential & Proprietary Page 6 Information contained herein cannot be disclosed or used outside the areas outlined in this Letter of Agreement without the express written consent of the Center for Ethical Business Cu!tures@. A~ ~~,-.L Z-- CAUX TAB LE CRT PRINCIPLES FOR GOVERNMENT INTRODUCTION Persuaded by experience that a person's moral sense contributes to success in business endeavors, in 1994 the Caux Round Table published certain Principles for Business as a world standard against which business behavior could be measured. After a decade of remarkable economic growth in many parts of the global economy, the Caux Round Table notes that sufficient investment capital has been accumulated that, should it be invested wisely in poor and developing countries, a dramatic reduction in levels of poverty could be achieved for most of humanity. In the stock markets of the world some thirty trillion US dollars are available for equity investment. Trillions more of US dollars are available in short term money markets, in currency markets, and in possible debt financing. There is more liquid capital available to the owners of private business than poor countries could presently absorb into their economies. Yet in most instances such capital is not invested where people are poor. In the minds of many, therefore, globalization remains vulnerable to a moral critique that it does not, and, some would say that it can never, achieve social justice. The Caux Round Table believes that, while private business can improve standards of living through the creation of wealth, business only responds to opportunities for profitable exchange. The investment of capital waits upon favorable conditions; such investment is reactive and selective, always searching for well-founded expectations of return as well as for security that those expectations will come to fruition. It is the work of others, not primarily that of business, to create the fundamental conditions under which capital can be invested. Bluntly, it is in the first place the task of responsible government to provide for sustained wealth-creation. Business can be called upon to invest responsibly within the framework of the Caux Round Table's Principles for Business once governments erect and sustain the requisite infrastructure of laws, regulations, and physical improvements to transportation and communication. Bad government is a short cut to endemic poverty. Therefore, the Caux Round Table offers the following Principles for Government in the expectation that better government around the world will attract greater investment of private capital to create more wealth for poor people. Just as the Principles for Business, these Principles for Government derive from two ethical ideals: "Kyosei" and "Human Dignity". The Japanese concept of "Kyosei" looks to living and working together for the common good while the moral vision of "Human Dignity" refers to the sacredness or value of each person as an end, not simply as a means to the fulfillment of others' purposes or even of majority demands. 2 GENERAL PRINCIPLES 1. Public power is held in trust for the community Power brings responsibility; power is a necessary moral circumstance in that it binds the actions of one to the welfare of others. Therefore, the power given by public office is held in trust for the benefit of the community and its citizens. Officials are custodians only of the powers they hold; they have no personal entitlement to office or the prerogatives thereof. Holders of public office are accountable for their conduct while in office; they are subject to removal for malfeasance, misfeasance or abuse of office. The burden of proofthat no malfeasance, misfeasance or abuse of office has occurred lies with the office holder. The state is the servant and agent of higher ends; it is subordinate to society. Public power is to be exercised within a framework of moral responsibility for the welfare of others. Governments that abuse their trust shall lose their authority and may be removed from office. 2. Discourse should guide application of public power. Public power, however allocated by constitutions, referendums or laws, shall rest its legitimacy in communicative action and discourse among autonomous moral agents who constitute the community to be served by the government. Free and open discourse, embracing independent media, shall not be curtailed except to protect legitimate expectations of personal privacy, sustain the confidentiality needed for the proper separation of powers, or for the most dire of reasons relating to national security. 1. The Civic Order must not forget its duties to citizens. Public power constitutes a civic order for the safety and common good of its members. The civic order, as a moral order, protects and promotes the integrity, dignity, and self-respect of its members in their capacity as citizens and, therefore, avoid all measures, oppressive and other, whose tendency is to transform the citizen into a subject. The state shall protect, give legitimacy to, or restore all those principles and institutions which sustain the moral integrity, self-respect, and civic identity of the individual citizen, and which serve to inhibit the processes of civic estrangement, dissolution of the civic bond, and civic disaggregation. This protects the citizen's capacity to contribute to the well-being of the civic order itself. 3 4. Corruption may not be condoned. Public office is not to be used for personal advantage, [mancial gain or as a prerogative manipulated by arbitrary personal desire. Corruption - fmancial, political and moral- is inconsistent with stewardship of public interests. Only the Rule of Law is consistent with a principled approach to use of public power. 5. Security of persons, individual liberty and ownership of property are the foundation for individual justice. The civic order, through its instrumentalities, shall provide for the security of life, liberty and property for its citizens in order to insure domestic tranquility. The civic order shall defend its sovereign integrity, its territory, and its capacity to pursue its own ends to the maximum degree of its own choice and discretion, within the framework of intemationallaw and principles of natural justice. 6. Justice shall be provided. The civic order and its instrumentalities shall be impartial among citizens without regard to condition, origin, sex or other fundamental, inherent attributes. Yet the civic order shall distinguish among citizens according to merit and desert where rights, benefits or privileges are best allocated according to effort and achievement, rather than as birth-rights. The civic order shall provide speedy, impartial and fair redress of grievances against the state, its instruments, other citizens and aliens. The Rule of Law shall be honored and sustained, supported by honest and impartial tribunals and legislative checks and balances. 7. General welfare contemplates improving the well-being of individual citizens. The state shall nurture and support all those social institutions, most conducive to the free self-development and self-regard of the individual citizen. Public authority shall seek to avoid, or to ameliorate, conditions of life and work which deprive the individual citizen of dignity and self-regard or which permit to powerful citizens the exercise of dutiless opportunities of exploitation ofthe weak. The state has a custodial responsibility to manage and conserve the material and other resources that sustain the present and future well-being of the community. 4 8. Transparency of government ensures accountability. The civic order shall not act with excessive secrecy or provide its citizens with inadequate information as to the acts and intentions of the civic order and its instruments, which secrecy or withholding of information would prevent its citizens from acting the citizen's part in the discourse providing the civic order with its authoritative legitimacy. 9. Global cooperation advances national welfare. Governments should establish both domestic and international conditions under which justice and respect for the obligations arising from treaties and other sources of international law can be maintained; live together in peace as good neighbors; and employ international machinery and systems for the promotion of economic and social advancement. For more information, please contact: Stephen B. Young Global Executive Director, Caux Round Table Phone: 651-265-2761 Fax: 651-223-5119 E-mail: CauxRT@aol.com