Item 4I MemoITEM 41
ICITY OF
SOUTHLAKE
MEMORANDUM
June 9, 2020
TO: Honorable Mayor and Members of the City Council
FROM: Shana K. Yelverton, City Manager
SUBJECT: City Council confirmation of the City Manager's appointment of
Daniel Cortez as the Director of Economic Development and
Tourism.
Action
Requested: City Council confirmation of the City Manager's appointment of
Daniel Cortez as Director of Economic Development and Tourism for
the City of Southlake.
Background
Information: Chapter 4 of the Southlake Charter requires that "The head of each
department shall be a chief, director, or superintendent who shall be
appointed by the City Manager subject to the approval of the Council
and such chief, director or superintendent shall have supervisory
authority and financial control over his/her department."
Since December 2016, Assistant City Manager Alison Ortowski has
played a dual role for the City of Southlake, serving as both Assistant
City Manager and Director of Economic Development and Tourism.
In January 2017, Daniel Cortez was promoted to Deputy Director of
Economic Development and Tourism to oversee some of the day-to-
day operations related to business retention and its numerous
programs, while Ms. Ortowski provided strategic leadership for the
department.
With his promotion to Deputy Director in 2017, he has advanced the
City's economic development efforts by ensuring that assigned
recommendations in the Southlake 2035 Economic Development
Comprehensive Plan have been implemented on schedule. Just a
few of these key accomplishments are noted below:
• Creation and implementation of the commercial site
assessment project which has enhanced our future -
readiness;
Honorable Mayor and Members of the City Council
June 9, 2020
Page 2
ITEM 41
• Completion of the City's first Business Climate Survey, which
has provided valuable insight into the Southlake business
community;
• Advancement of the City's business retention efforts
significantly establishing strong relationships with the
Southlake business community through the Southlake
Business Engagement Program and the creation of Southlake
Business Buddies;
• Creation and administration of the Southlake Kids Interested
in Leadership (SKIL) program to engage Southlake's youth in
the various aspects of the City, our operations and leadership
lessons; and
• Leadership of the City's efforts to provide relevant, timely
communication, resources, and support to the business
community during the COVID-19 pandemic.
Mr. Cortez has been employed by the City of Southlake since
October 7, 2008 and has served in the roles of Planner I, Planner II,
Principal Planner, Assistant to the City Manager, and most recently,
Deputy Director of Economic Development and Tourism. Mr. Cortez
has a Master of Business Administration from the University of North
Texas at Dallas and a Bachelor of Arts in Geography from California
State University. He is a Certified Planner from the American Institute
of Certified Planner and received the 2019 Chairman's Director of
the Year award from the Southlake Chamber of Commerce.
As the Director of Economic Development and Tourism, Mr. Cortez
will assume full management and leadership responsibility for the
Department of Economic Development and Tourism and its
programs, with the exception of managing incentive requests which
will remain a responsibility of CFO Sharen Jackson and Assistant
City Manager Alison Ortowski. In addition, he will also serve as the
liaison with the City's utility providers.
Mr. Cortez's appointment provides for management continuity and
stability for the organization and provides no negative budgetary
impact. The Deputy Director of Economic Development and Tourism
position will be eliminated with the promotion of Mr. Cortez to
Director.
With your ratification, Mr. Cortez's appointment will be effective on
July 1, 2020.
Honorable Mayor and Members of the City Council ITEM 41
June 9, 2020
Page 3
Financial
Considerations: An offer of promotion has been extended to Mr. Cortez with a
monthly salary of $9,601.67 plus the standard executive benefits
package.
Strategic Link: Performance Management and Service Delivery: Attract, develop,
and retain a skilled workforce.
Citizen Input/
Board Review: N/A
Legal Review: N/A
Alternatives: N/A
Supporting
Documents: Mr. Cortez's Resume
Staff
Recommendation: City Council confirmation of the City Manager's appointment of
Daniel Cortez as Director of Economic Development and Tourism.
DANIEL CORTEZ
AICP
To be part of a team that integrates its values into its corporate culture, implements its goals
through established strategies and organizational expectations, safeguards the public's trust
and encourages transparency, maintains a customer -centric work environment, and
demonstrates a willingness to adapt to a changing political and economic environment.
HONORS
2019 Chairman's Director
City of Southlake, Texas
of the Year
Chamber Board of Directors
Southlake 2030 Comprehensive Plan
• Southlake Chamber of
Developed the City's comprehensive plan consisting of various elements including Land Use, Parks,
Commerce
Community Facilities, Sustainability and Mobility.
2015 Citizen Satisfaction Survey
2011 Directors Award
Conducted and reported on the City-wide survey of residents, done on a biennial basis, that
Planning & Development
assesses the City's performance in its quality and delivery of services in addition to the evaluation
Services Department • City
of its management of public issues.
of Southlake
Southlake Kids Interested in Leadership (S.K.I.L.)
Established framework, managed and coordinate the joint youth leadership program since 2015
S K I L L S
between the City of Southlake, Carroll Independent School District, Southlake Chamber of
Commerce and TD Ameritrade.
Southlake 2035 — Economic Development Master Plan
Customer Service
Developed and implemented, with oversight and guidance of the City's Community Enhancement
and Development Corporation, the City Council's adopted economic strategies and initiatives since
Servant Leadership
2017.
Empathic Listening
Business Engagement Program
Communication
Established a meaningful business engagement program that built stronger relationships and
promoted useful conversations about building a better community and economic environment
Relationship Building
between City staff, its elected and appointed officials, and the business community.
Strategic Management
Business Climate Survey Program
Strategic Planning
Conducted the City's first business climate survey which provided a deep insight as to the current
economic and business conditions in the City, in addition to providing a productive channel of
Comprehensive Planning
communication to the business community.
Business Attraction
Business Retention &
Expansion
Development &
University of North Texas at Dallas (2017)
Entitlement
Dallas, Texas
Employee Engagement
' Master of Business Administration with concentration in Strategic Management
Zoning & Platting
California State University (2007)
San Bernardino, California
Data Analysis
■ Bachelor of Arts in Geography
0 Undergraduate Certificate in Urban/Regional Planning
C L I F T 0 N
STRENGTHS
Clifton Strengths represents
a person's talent DNA. My
top five strengths listed
below represent the unique
ways I accomplish my goals
by building relationships,
thinking strategically,
executing plans and
influencing others.
Relator
People exceptionally
talented in the Relator theme
enjoy close relationships with
others. They find deep
satisfaction in working hard
with friends to achieve a
goal.
Responsibility
People exceptionally
talented in the Responsibility
theme take psychological
ownership of what they say
they will do. They are
committed to stable values
such as honesty and loyalty.
Adaptability
People exceptionally
talented in the Adaptability
theme enable them to
respond willingly to the
demands of the moment,
even if circumstances pull
them away from their plans.
Command
People exceptionally
talented in the Command
theme have presence. They
can take control of a
situation and make decisions.
Communication
People exceptionally
talented in the
Communication theme
generally find it easy to put
their thoughts into words.
They are good
conversationalists and
DANIEL CORTEZ
AICP
City of Southlake, Texas
Planning & Zoning Commission • Support Staff • 2008 — 2015
Southlake 2030 • Program Manager • 200 7 1 — 2015
Community Engagement Committee • Staff Liaison • 20 7 5 — 20 7 7
Southlake Program for the Involvement of Neighborhoods • Staff Liaison • 2015 — 2017
Southlake Kids Interested in Leadership • Program Manager • 20 7 5 - Present
Community Enhancement & Development Corp. • Staff Liaison • 2017 - Present
City Council • Support Staff • 2008 - Present
Southlake Chamber of Commerce
Chamber Board of Directors • Ex-Officio • 2077 - Present
City of Riverside, California
Planning Commission • Support Staff • 2006 - 2008
Deputy Director of Economic Development
Economic Development & Tourism • City of Southlake, Texas • January 2017 - Present
Assistant to the City Manager
City Manager's Office • City of Southlake, Texas • June 2015 - December 2016
Planner I & 11, Principal Planner
Planning & Development Services • City of Southlake, Texas • October 2008 - May 2015
Intern & Planning Technician
Community & Economic Development • City of Riverside, California • July 2006 — September 2008
American Institute of Certified Planners (AICP)
■ Certified Planner No. 026171
Lean Six Sigma — Yellow Belt Certified
American Planning Association, Texas Chapter, Economic Development Division
International Economic Development Council
Texas Economic Development Council
presenters.