OAKLAND 2023
COUNCIL BUDGET
RETREAT
March 3, 2023
2City of Oakland | 2023 Council Budget Retreat
Agenda
1. Opening
2. Grounding
3. What are we solving for Oakland Today?
4. BREAK (10m)
5. How do Oaklanders see the City?
6. LUNCH (30m)
7. Public Comment
8. How can we work together to meet our goals?
9. BREAK (10m)
10. What is the budget outlook and how can we
think through our current challenge?
11. BREAK (10m)
12. How do we match our priorities to outcomes?
13. Retreat Closing
14. Open Quorum
OPENING
3City of Oakland | 2023 Council Budget Retreat
4City of Oakland | 2023 Council Budget Retreat
Welcome from Leadership
• Roll Call and Reading of Agenda Items by City Clerk
• Opening from Council President Nikki Fortunato Bas
• Opening from Mayor Sheng Thao
5City of Oakland | 2023 Council Budget Retreat
Your Facilitators
HR&A Advisors, Inc. is a mission-driven, employee-owned firm, working in deep partnership with visionary leaders and grassroots movements to transform how government engages with communities.
We know the Bay Area.
We build capacity of grass-roots leadership.
We write the playbook for collaborative governance.
New York City
Talking Transition
Harris County
Talking Transition
We design ambitious policies, partnerships, and programs.
Puerto Rico
La Liga
Ford Foundation
National Housing Strategy
San Francisco Dream
Keeper Initiative
San Francisco Public Bank
Business Plan
Pittsburgh
Economic Justice Circle
Blueprint for
Baltimore
6City of Oakland | 2023 Council Budget Retreat
Today, we start Oakland’s citywide budget process
for the next two years.
Our Goals:
1. Understand Oakland’s current opportunities and challenges by hearing resident sentiment, data analysis of inequities in the city, and the budget outlook
2. Ground the Council around their individual motivations and potential for collaborative leadership
3. Build on the values and priorities from 2021 to push toward sound measure outcomes for 2021
7City of Oakland | 2023 Council Budget Retreat
Ground Rules
• Be fully present by not zoning out or multi-tasking
• Know when to lead versus creating space for others to speak • Recognize that we are all approaching this process with different perspectives, levels of understanding, and potential solutions • It’s ok to disagree, but don’t let conflict derail decision-making • Respect that others may have a difference in opinion or ideology
GROUNDING
8City of Oakland | 2023 Council Budget Retreat
GROUNDING
9City of Oakland | 2023 Council Budget Retreat
• What values do you bring to this work as individual
leaders?
• What motivates you about Oakland at this moment?
• What are your major concerns?
WHAT ARE WE SOLVING
FOR OAKLAND TODAY?
10City of Oakland | 2023 Council Budget Retreat
PRESENTATION FROM
RACE AND EQUITY
OFFICE
11City of Oakland | 2023 Council Budget Retreat
Advancing
Racial
Equity
Darlene Flynn, Director
Department of Race and Equity (DRE)
Indigenous Populations
Begin with Vision
Race and Equity Vision:
To maintain Oakland’s diversity and create a city where racial disparities have been eliminated and racial equity has been achieved.
High Level Goals:
• Identify and eliminate systemic causes of racial disparities in City Government.
• Promote inclusion and full participation for all residents of the City. • Reduce race-based disparities in our communities.
What is Equity?
• Just and fair inclusion, explicitly including those from whom justice has been withheld.
• An equitable society is one in which all can participate and prosper. • The goals of equity must be to create conditions that allow all to reach their full potential.
• Equity requires system change that removes barriers to opportunity.
Eq-ui-ty (ek-wi-tee),
noun
Working Assumptions
• Race matters. Almost every indicator of well-being shows troubling disparities by race
• Disparities are often created and maintained inadvertently through policies and practices that contain barriers to opportunity (systemic racism)
• It’s possible-- and only possible-- to close equity gaps by using strategies determined through an intentional focus on race
• If opportunities in all key areas of well-being are equitable, then equitable results will follow
A pattern of social institutions; such as governmental organizations, schools, banks, and courts of law, perpetuating negative treatment toward a group of people based on their race. Institutional racism leads to inequality in opportunity and inequity in life outcomes.
Systemic and Institutional Racism
“If you always do what you’ve always done,
you’ll always get what you’ve always got.” – Henry
Ford
Race and Equity Change
Process
• Make a compelling case for racial equity
• Prepare advocates and leadership to advance equity
• Build infrastructure and political will to support the change • Apply new skills/tools (Racial Equity Impact Analysis) • Action focused on changes to policies, procedures and practices
• Measure progress and recognize accomplishments
Building Skills and Infrastructure for Change
Department Equity Teams
Training
Tools/Support to Advance Racial
Equity
• Racial Equity Implementation Guide
• Inclusive Outreach and Engagement Planning Guide
• Coaching and Technical Assistance from DRE Specialists Ayanna Allen – Executive Assistant, Jacque Larrainzar – Program Analyst, Darlene Flynn - Director
Applied Equity Work Products
(Including the Equitable Paving Plan)
The CIP prioritizes capital needs based on Oakland’s values Citywide Capital Prioritization Factors
Mayor and
Council Priorities
General Plan and
Specific Plans
Departmental
Strategic Plans
Measure KK
Guiding Principles
Other Council
Adopted Plans
Asset Specific Sub-Factors +
Performance Metrics
Public Input
Shared Values
Lead Departments – Transportation and Public Works
Equity: Investment in Underserved Oakland (16 pts.)
Improvement
(8 pts.)
Health & Safety
(16 pts.)
Existing Conditions
(13 pts.)
Economy
(13 pts.)
Shovel Ready
(5 pts.)
Environment
(11 pts.)
Collaboration
(8 pts.)
Required Work
(10 pts.)
Equity is also considered by identifying projects that address disparities within the Heath/Safety, Economy, Environment, Improvement and Collaboration Factors The public was engaged in developing CIP prioritization factors weighting system PUBLIC
REQUESTS FY19-21
27 28
Example #1:
Black Cultural Zone Signage/
E. Oakland Neighborhood Bike
Routes
DOT Example #2:
EONI Transportation
Improvements
PUBLIC
REQUESTS FY21-23
LEARN MORE
About the Department of Race and Equity, Related Reports, News and Resources for Advancing Race and Equity, etc., as well as our contact information. oaklandca.gov/departments/race-and-
equity
Questions? Reflections?
Insights?
Discussion: Based on what you heard from the Office
of Race and Equity …
31City of Oakland | 2023 Council Budget Retreat
• Does this match what you hear from constituents?
What’s missing?
• What are Oakland’s greatest challenges related to
equity?
• How should the Council and Mayor center equity in
the budget?
BREAK
32City of Oakland | 2023 Council Budget Retreat
HOW DO OAKLANDERS
SEE THE CITY?
33City of Oakland | 2023 Council Budget Retreat
PRESENTATION FROM
CITYWIDE BUDGET POLL
34City of Oakland | 2023 Council Budget Retreat
35City of Oakland | 2023 Council Budget Retreat
• What are the three big findings that stand out from this presentation?
• What are the implications of this poll for the budget? • What was missing from this poll? How do the findings align with or differ from what you have heard from your
constituents?
Based on what you hear from the poll …
LUNCH
36City of Oakland | 2023 Council Budget Retreat
PUBLIC
COMMENT
37City of Oakland | 2023 Council Budget Retreat
38City of Oakland | 2023 Council Budget Retreat
HOW CAN WE WORK
TOGETHER TO MEET
OUR GOALS?
39City of Oakland | 2023 Council Budget Retreat
• Review from Council President Bas
• What are your priorities based on your district and how would you like to see them reflected in the budget?
2021 Priorities and Reflections
40City of Oakland | 2023 Council Budget Retreat
• How would you describe the culture of the Council? How do you think you are perceived as a group?
• For newer members, what were your impressions
coming in?
• When there is disagreement, how would you like others to express dissent?
• How can you make decisions together, even within
disagreement?
Discussion: How can we work towards
collective decision-making?
AFTERNOON
BREAK 1
41City of Oakland | 2023 Council Budget Retreat
42City of Oakland | 2023 Council Budget Retreat
WHAT IS THE BUDGET OUTLOOK
AND HOW CAN WE THINK
THROUGH OUR CURRENT
CHALLENGE?
43City of Oakland | 2023 Council Budget Retreat
PRESENTATION FROM
FINANCE DEPARTMENT
44City of Oakland | 2023 Council Budget Retreat
• What are the biggest challenges facing the budget? What are the biggest opportunities to push toward equitable
outcomes?
• What are the facts – what can we agree on?
• What are we unclear about? What does the Council need to know to review and a successful budget?
Discussion: Baseline and future state
45City of Oakland | 2023 Council Budget Retreat
• If you were to make a hard decision to cut a program or service, what three criteria would you use?
• How might you minimize the disparate impact on
vulnerable communities?
• Follow-up: Learning and responses to this process
Discussion: Baseline and future state
AFTERNOON
BREAK 2
46City of Oakland | 2023 Council Budget Retreat
47City of Oakland | 2023 Council Budget Retreat
HOW DO WE MATCH
OUR PRIORITIES TO
OUTCOMES?
48City of Oakland | 2023 Council Budget Retreat
Discussion: How will the Council know the
budget achieved its priorities?
• In the next two years, what are the specific actions we want to achieve through this budget?
• How do we hold ourselves accountable to achieving
those outcomes?
• How can we factor these outcomes into our process
over the next few months?
49City of Oakland | 2023 Council Budget Retreat
Discussion: How do we get there?
• Who are the Council’s partners in this work?
• What could a collaborative relationship between the
Council, Mayor and City administration look like?
• How can we advocate and partner with the County and
the State to achieve these outcomes?
• How can we work with community partners,
philanthropy and the business community to achieve
these outcomes?
50City of Oakland | 2023 Council Budget Retreat
RETREAT CLOSING
51City of Oakland | 2023 Council Budget Retreat
Closing Statements
• HR&A Advisors
• Council President Nikki Fortunato Bas
• Office of Mayor Sheng Thao
52City of Oakland | 2023 Council Budget Retreat
OPEN QUORUM