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Item D09 D9 BOARD OF COUNTY COMMISSIONERS COUNTY of MONROE �� i Mayor Holly Merrill Raschein,District 5 The Florida Keys Mayor Pro Tern James K.Scholl,District 3 Craig Cates,District 1 Michelle Lincoln,District 2 ' David Rice,District 4 Board of County Commissioners Meeting July 17, 2024 Agenda Item Number: D9 2023-2658 BULK ITEM: Yes DEPARTMENT: Tourist Development Council TIME APPROXIMATE: STAFF CONTACT: Ammie Machan 305-296-1552 N/A AGENDA ITEM WORDING: Approval of waiver of standard of conduct provisions of F.S. 112.313 (3) and (7), as allowed under F.S. 112.313 (12) for advisory board members appointed by the Board of County Commissioners (BOCC). The waiver is for District Advisory Committees (DAC) member Ms. Audra Hill Wallace. ITEM BACKGROUND: In accordance with F.S. 112.313(12), as the appointing body, the BOCC may waive potential conflicts under F.S. 112.313(3) and(7) for advisory board members. DAC members that are appointed by the TDC may likewise seek waivers of conduct from the TDC. The Florida Commission on Ethics has created Form 4A- Disclosure of Business Transaction, Relationship or Interest, which is completed and attached for each member and is allowed to be approved by the appointing body, which for these members is the BOCC. Form 4A only needs to be completed once for the disclosing business transaction, relationship or interest. The advisory board members currently abstain from voting on such matters and will continue to abstain from voting on such matters even with waivers granted by the BOCC. Waivers for advisory board members are sought for the following potential conflicts: Audra Hill Wallace, At Large Representative DAC V, contracts or is retained by Marine Resources Development Foundation, Inc. for Certified Public Accounting (CPA) services and Marine Resources Development Foundation, Inc. is periodically awarded TDC funding for capital projects and enters into grants agreements with the County for capital projects. PREVIOUS RELEVANT BOCC ACTION: The advisory board member was previously appointed by the BOCC. 2543 INSURANCE REQUIRED: No CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Approval DOCUMENTATION: Audra Hill Wallace Marine Lab Waiver.pdf FINANCIAL IMPACT: None 2544 5�5z FORM 4A DISCLOSURE OF BUSINESS TRANSACTION, RELATIONSHIP OR INTEREST LAST NAME-FIRST NAME-MIDDLE INITIAL OFFICE/POSITION HELD Hill Wallace, Audra Member - At Large Representative MAILING ADDRESS AGENCY OR ADVISORY BOARD 10241.1 Overseas Highway District V Advisory Committee CITY ZIP COUNTY ADDRESS OF AGENCY Key Largo 33037 Monroe 1201 White St. Suite 102 Key West, FL 33040 HOW TO COMPLETE AND FILE THIS FORM: Parts A and B of this form serve two different purposes. Part A is for advisory board members who wish to use an exemption in the ethics laws that is applicable only to advisory board members. Part B is for public officers and employees who wish to use a sepa- rate exemption that is applicable when the business entity involved is the sole source of supply within the political subdivision. In order to complete and file this form: • Fill out Part A or Part B, as applicable. • Sign and date the form on the reverse side. • File Part A with the appointing body or person that will be waiving the restrictions of 112.313(3)or(7), Fla. Stat., prior to the waiver. • File Part B with the governing body of the political subdivision in which the reporting person is serving, prior to the transaction. PART A.DISCLOSURE OF TRANSACTION OR RELATIONSHIP CONCERNING ADVISORY BOARD MEMBER WHO MUST COMPLETE THIS PART: Sections 112.313(3)and 112.313(7), Florida Statutes, prohibit certain business relationships on the part of public officers and employees, including persons serving on advisory boards. See Part III, Chapter 112, Florida Statutes, and/or the brochure entitled"A Guide to the Sunshine Amendment and Code of Ethics for Public Officers and Employees"for more details on these prohibitions. However, Section 112.313(12), Florida Statutes, permits the appointing official or body to waive these requirements in a particular instance provided:(a)waiver by the appointing body must be upon a two-thirds affirmative vote of that body;or(b)waiver by the appointing person must be effected after a public hearing; and (c) in either case the advisory board member must fully disclose the transaction or relationship which would otherwise be prohibited by Subsections(3)of(7)of Section 112.313, Florida Statutes. This Part of Form 4A has been prescribed by the Commission on Ethics for such disclosure,if and when applicable to an advisory board member. PLEASE COMPLETE THE FOLLOWING: 1. The partnership,directorship, proprietorship,ownership of a material interest, position of officer,employment,or contractual relationship which would otherwise violate Subsection(3)or(7)of Section 112.313, Florida Statutes,is held by[please check applicable space(s)]: (� The reporting person; ( ) The spouse of the reporting person,whose name is ; or ( ) A child of the reporting person,whose name is 2. The particular transaction or relationship for which this waiver is sought involves[check applicable space]: (� Supplying the following realty, goods,and/or services: CPA Services for Marine Resources Development Foundation, Inc. ( ) Regulation of the business entity by the governmental agency served by the advisory board member. 3. The following business entity is doing business with or regulated by the governmental agency: Marine Resources Development Foundation, Inc. 4. The relationship of the undersigned advisory board member,or spouse or child of the advisory board member,to the busi- ness entity transacting this business is[check applicable spaces]: ( )Officer;( )Partner; ( )Associate;( )Sole proprietor, ( )Stockholder; ( )Director; ( )Owner of in excess of 51/6 of the assets of capital stock in such business entity; ( ) Employee; (X) Contractual relationship with the business entity; ( )Other,please describe: CE FORM 4A-REV.1-98 (CONTINUED ON REVERSE SIDE) 9V9z PART B -DISCLOSURE OF INTEREST IN SOLE SOURCE OF SUPPLY WHO MUST COMPLETE THIS PART: Sections 112.313(3)and 112.313(7), Florida Statutes, prohibit certain employment and business relationships on the part of pub- lic officers and employees. See Part III,Chapter 112, Florida Statutes,and/or the brochure entitled"A Guide to the Sunshine Amendment and Code of Ethics for Public Officers and Employees"for more details on these prohibitions. However, Section 112.313(12)(e), Florida Statutes,provides an exemption from the above-mentioned restrictions in the event that the business entity involved is the only source of supply Within the political subdivision of the officer or employee. In such cases the officer's or employee's interest in the business entity must be fully disclosed to the governing body of the political subdivision. This Part of Form 4A has been prescribed by the Commission on Ethics for such disclosure, if and when applicable. PLEASE COMPLETE THE FOLLOWING: 1. The partnership,directorship,proprietorship, ownership of a material interest, position of officer, employment,or contractual relationship which would otherwise violate Subsection (3)or(7)of Section 112.313, Florida Statutes, is held by[please check applicable space(s)]: ( ) The reporting person; ( ) The spouse of the reporting person,whose name is ; or ( ) A child of the reporting person, whose name is 2. The following are the goods, realty, or services being supplied by a business entity with which the public officer or employee, or spouse or child of such officer or employee,is involved is: 3. The business entity which is the only source of supply of the goods,realty,or services within the political subdivision is: (NAME OF ENTITY) (ADDRESS OF ENTITY) 4. The relationship of the undersigned public officer or employee, or spouse or child of such officer or employee,to the busi- ness entity named in Item 3 above is[check applicable spaces]: ( )Officer, ( )Partner; ( )Associate; ( )Sole proprietor; ( )Stockholder; ( )Director; ( )Owner of in excess of 5% of the assets or capital stock in such business entity; ( )Employee; ( ) Contractual relationship with the business entity; ( )Other,please describe: SIGNATURE SIGNATURE DATE SIGNED DATE FILED UAW NOTICE: UNDER PROVISIONS OF FLORIDA STATUTES s.112.317,A FAILURE TO MAKE ANY REQUIRED DISCLOSURE CONSTITUTES GROUNDS FOR AND MAY BE PUNISHED BY ONE OR MORE OF THE FOLLOWING: IMPEACHMENT,REMOVAL OR SUSPENSION FROM OFFICE OR EMPLOYMENT,DEMOTION, REDUCTION IN SALARY REPRIMAND,OR A CIVIL PENALTY NOT TO EXCEED$10.000. CE FORM 4A—REV.1-98 [CONTINUED FROM FIRST SIDE]