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Item P06 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: March 18 . 2009 (Mar) Division: County Attorney's Office Bulk Item: Yes No~ Staff Contact Person/Phone #: Cynthia Hall/3174 AGENDA ITEM '\lORDING: Discussion and direction regarding Section 112.313(3) and (7), F.S., waiver requests for members of advisOlY boards. ITEM BACKGROUND: Sections 112.313 and 112.3143, F.S., m.e both part of the Florida Code of Ethics. Section 112.3143, F.S" prohibits members of advisory boards who are also employees of outside organizations ii-om voting 011 items to award contracts or grants to the third patty organizations, but does not prevent advisory board members who are unpaid members of the outside organizations voting on those contracts or grants. Many of the contracts and grants involve substantia] sums of money (> $700K per year), and some are awarded on a "sole source" basis. Section 112.313(3), on the other hand, prohibits any involvement in the procurement process by the advisOlY board members, direct or indirect, whether he or she is a paid or unpaid member of the outside orgmlization. Section 112.313(7) also prohibits advisory board members from holding any employment or contractual relationship with the outside orgmlization. In the past, from time to time (but not in all instances) the BOCC has waived this provision in order to allow individuals to sit on the advisory board. The BOCC could continue to grant such waivers. Absent a waiver, the individual could not sit on the advisory board. In addition, the BOCC could enact an ordinance more stringent than Section 112.3143, prohibiting advisory board members from voting on contracts and grants to outside organizations with which the advisory bom-d member is affiliated, whether the advisory board member was an employee or an unpaid volunteer of the outside organization. PREVIOUS RELEVANT BOCC ACTION: MCC Section 2-149 prohibits lobbying by fanner county officers and employees, but there are no MCC provisions addressing CUlTent advisory board members. CONTRACT/AGREEMENT CHANGES: None STAFF RECOMMENDATIONS: None. TOT AL COST: $0 INDIRECT COST: $0 BUDGETED: Yes N/A No COST TO COUNTY: N/A SOURCE OF FUNDS: REVENUE PRODUCING: Yes_.JNo~ AMOUNTPERMONTH_ Year W/' APPROVED BY: County Atty TI- OMB/Purchasing _ Risk Management_ DOCUMENTATION: Included Not Required_ DISPOSITION: Revised 1/09 AGENDA ITEM # MEMORANDUM Office of the Monroe County Attorney TO: Mayor Neugent, Mayor Pro Tem Murphy, County Commissioners FROM: Cynthia L Hall, Assistant County Attorney THROUGH: Suzanne A. Hutton, County Attorney DATE: March 2, 2009 SUBJECT: Advisory Board Members: Voting Conflict of Interest and Standard of Conduct Issues Recently, four members of two advisory boards requested that the BOCC waive any potential liability under Section 112.313, F.S. All four members of the advisory boards are also unpaid members of two outside orgmlizations that regularly receive contracts and grant funds from the BOCC. In fact, in this particular case, the two outside organizations and three related organizations of which the individuals are also members have received over $2.0 million in contracts and other grants over the past three years. Section 112.3143, F.S., is located within the Florida Code of Ethics. This section prohibits employees of an outside organization from voting on contracts being awarded to the organization. However, the term "employee" has been interpreted to mean someone receiving remuneration. As such, the Florida Commission on Ethics has opined that Section 112.3143 does not prevent non-employees from voting on the contracts being awarded to the outside organization. However, Section 112.313(3), F.S., also within the Code of Ethics, prohibits any member of an advisory board from directly or indirectly influencing a decision to purchase goods or services from an outside entity of which he or she is an officer, partner, director, or employee. This provision would prevent an advisory board member from voting on a proposed contract to purchase goods or services from the outside organization of which the member (or his spouse or child) would violate Section 112.313 (3). The member of the advisory board could not continue to serve without a waiver. Certain types of purchases are exempted, including: (a) Contracts awarded after competitive bidding, provided the advisory board member does not vote on the item; (b) contract than $500; and (c) "sole source" contracts. Some of the contracts under consideration by our advisory boards are sole source, but many are not. Section 112.313(12) allows the governing body to waive the conflict. It is my understanding that the BOCC has granted waivers in the past, although this seems not to have 1 been donc in every instance. Any waiver can only be granted after a full disclosure of the transaction prior to the waiver and an affirmative vote of two-thirds of the governing body. There are reasons both in favor of granting and in favor of not granting a waiver, Reasons in favor of granting the waiver include the following: (a) The BOCC is a "check and balance" that can control any impropriety that might exist; because it can refuse to approve proposed contracts sent forward by the advisory board. (On the other hand, the BOCC may not have any reason to be aware ofthe conflict.) (b) It is difficult to find people to sit on advisory boards, and people who are interested and willing to serve will often have conflicts of interest. Reasons not to grant the waiver: (a) Not granting the waiver is the most effective way to avoid the possibility that BOCC is paying an inflated price for goods and/or services and the most effective way to make sure that available funds are being spread to a wide number of potential recipients, thus fostering additional sources for goods and services in the future. (b) Not granting the waiver avoids the appearance of impropriety as well as the possibility of actual impropriety. If the BOCC chooses not to waive the conflict, the member sitting on the advisory board simply does not participate either in votes or in discussions on the agenda items involving p,?ssible conflicts or grants to the member's third party organization. Section 112.326, F.S., allows local governments to enact ordinances more stringent than the state statute. Thus; for exmnple, the BOCC could consider enacting an ordinance that would prohibit all advisory board members voting on contracts or grants to the third party organizations of which they are members, even if the advisory board members receive Section 112.313(12) waivers. Advisory board members who are paid employees of third party organizations under contract with the County are already prohibited from voting under Section 112.3143. ***** Sample Ordinance Language: Voting Conflicts: Members of Advisory and Quasi-Judicial Boards. No members of any board perfonning quasi-judicial functions and or members of an advisory board shall vote on any matter presented to an advisory board or quasi-judicial board on which the person sits ifthe board member will be directly or indirectly affected by the action of the board on which the member serves, and the board member has any of the following relationships with any of the persons or entities appearing before the board: (i) officer, director, partner, of counsel, consultant, employee, fiduciary or beneficiary; or (ii) stockholder, bondholder, debtor or creditor. 2