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Mark Balzli 12/31/2013 05-20-2013 Mark Balzli 2383 N. Bau Road Miami Beach, Florida 33140 SUBJECT: I Community Development Advisory Committee Congratulations! You have been appointed by Commissioner Michael Gongora to the agency, board or committee named above for a term ending: 12/31/2013. Pursuant to Ordinance No. 2006-3543, commencing with terms beginning on or after January 1, 2007, the term of board members who are directly appointed by a member of the City Commission shall automatically expire on December 31 of the year the appointing elected official leaves office. If you are unable to accept this appointment or have any questions, please call the City Clerk's Office at 305-673-7411. Please read the enclosed materials carefully. Congratulations again and good luck. Sincerely, Rafael E. Granado City Clerk cc: Saul Frances, Parking Director Brian Gillis ATTACHMENTS: Letter of Appointment Oath City Code/Ordinance section applicable to agency, board or committee City Code Section 2-22, 2-23, 2-24, 2-25, 2-26, 2-458 and 2-459 Ordinance No. 2006-3543-Amendment to City Code Section 2-22 Miami-Dade County Code Section 2-11.1 - Conflict of Interest and Code of Ethics Ordinance City Wide Permit Application -(Parking Department Form) Booklet- Guide to the Sunshine Amendment and Code of Ethics for Public Officers and Employee MIAMI BEACH City of Miami Beach, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.aov OFFICE OF THE CITY CLERK, Rafael Granada, City Clerk Tel: (305)673-7411, Fax: (305)673-7254 Email CiyClerk @miamibeach.gov TO Mark D. Balzli RE: Community Development Advisory Committee I do solemnly swear or affirm to bear true faith, loyalty and allegiance to the Government of the United States, the State of Florida, and the City of Miami Beach, and to perform all the duties of a member of the above-mentioned board or committee of the City of Miami Beach to which I have been appointed for a term ending: 12/31/2013. 1 have been issued a copy of Section 2-11.1 of the Miami-Dade County Code (Conflict of Interest and Code of Ethics Ordinance), as well as the Florida Commission on Ethics Guide to the Sunshine Amend- ment and Code of Ethics for Public Officers and Employees, and understand that as a member of a City of Miami Beach Board and/or Committee, I must comply with the financial disclosure*requirements of Miami-Dade County or ithe State of Florida (depending o rYNe board or committee on which I serve)on July 1, following the closing of the calendar year on whic I Oave se d. Mark D. Balzli Sworn to and subscribed before me this day of /�/ L , 2013. a Silvia Prieto Deputy Clerk *Please visit the City of Miami Beach website at www.miamibeachfl.gov under City Clerk/Board and Comm for additional information regarding the Financial Disclosure Requirement We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical, historic community. MIAMI BEACH C fY Or- MIAMI BEACH ) 111MfE APPLICATION FORM NAME: Balzli Mark D Last Name First Name Middle Initial HOME ADDRESS: 2383 N. Bay Road Miami Beach FL 33140 Apt No. Home No./Street City State Zip Code PHONE: 3057857139 3055381765 3055381586 mark @balzli.net Home Work Fax Email Address Business Name: Balzli&Associates Position: President/Attorney Address: 400 1111 Lincoln Road Miami Beach FL 33139 No. Street City State Zip Code Professsional License(describe): Florida Bar Member#928828 Expires: n/a attach a copy the license Pursuant to City Code section 2-22(4)a and b: Members of agencies, boards,and committees shall be affiliated with the city;this requirement shall be fulfilled in the following ways:a)an individual shall have been a resident of the city for a minimum of six months;or b)an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city. • Resident of Miami Beach for a minimum of six(6)months: Yes • Demonstrate an ownership/interest in a business in Miami Beach for a minimum of six(6)months: Yes •Are you a registered voter in Miami Beach: Yes • (Please circle one): I am now a resident of: Middle Beach • I am applying for an appointment because I have special abilities, knowledge and experience. Please list below: Business owner,resident and park user in Miami Beach for over 20 years •Are you presently a registered lobbyist with the City of Miami Beach? No Please list your preferences in order of ranking[1]first choice[2]second choice,and[3]third choice.Please note that only three(3) choices will be observed by the City Clerk's Office.(Regular Boards of City) Affordable Housing Advisory Committee Loan Review Committee Art in Public Places Committee Marine Authority Beautification Committee Miami Beach Commission for Women Board of Adjustment' [3] Miami Beach Cultural Arts Council Budget Advisory Committee Miami Beach Human Rights Committee Capital Improvements Projects Oversight Committee Miami Beach Sister Cities Program Committee for Quality Education in MB Normandy Shores Local Gov't Neigh.Improvement Committee on the Homeless [2] Parks and Recreation Facilities Board Community Development Advisory Personnel Board [1] Community Relations Board Planning Board' Convention Center Advisory Board Police Citizens Relations Committee Debarment Committee Production Industry Council Design Review Board` Safety Committee Disability Access Committee Single Family Residential Review Panel Fine Arts Board Sustainability Committee Gay,Lesbian,Bisexual and Transgender(GLBT) Tennis Advisory Committee Golf Advisory Committee Transportation and Parking Committee Health Advisory Committee Visitor and Convention Authority Health Facilities Authority Board Waterfront Protection Committee Hispanic Affairs Committee Youth Center Advisory Board Historic Preservation Board Youth Center Advisory Board Housing Authority Note: If applying for Youth Advisory Board,please indicate your affiliation with the Scott Rakow Youth Center: 1. Past service on the Youth Center Advisory Board: No Years of Service: 2. Present participation in Youth Center activities by your children Yes if yes, please list the names of your children,their / c ages,and which programs. List below: Child's name:Aidan Balzli Age:13 Program:All sports programs Child's name: Age: Program: • Have you ever been convicted of a felony: No If yes, please explain in detail: I. . • Do you currently have a violation(s)of City of Miami Beach codes: No If yes,please explain in detail: • Do you currently owe the City of Money Beach any money: No If yes, please explain in detail: •Are you currently serving on any City Boards or Committees: No If yes,which board? •What organizations in the City of Miami Beach do you currently hold membership in? Name: Title: Name: Title: • List all properties owned or have an interest in,which are located within the City of Miami Beach: 2383 N.Bay Road and 2301 Collins Ave.#1138 • I am now employed by the city of Miami Beach: No Which department? •Pursuant to City code Section 2-25(b): do you have a relative who is employed by the City of Miami Beach?Check all that apply. Identify the department(s): The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is being asked to comply with federal equal opportunity reporting requirements. Gender: Male Ethnic Orgin: Check one only(1) White Physically Challenged: No Employment Status: Employed NOTE: If appointed,you will be required to follow certain laws which apply to city board/committee members. These laws include,but are not limited to,the following: • Prohibition from directly or indirectly lobbying city personnel(Miami Beach City Code section 2-459). • Prohibition from contracting with the city(Miami-Dade County Code section 2-11.1). • Prohibition from lobbying before board/committee you have served on for period of one year after leaving office(Miami Beach Code section 2-26). • Requirement to disclose certain financial interests and gifts(Miami-Dade County Code section 2-11.1). (re:CMB Community Development Advisory Committee): prohibition,during tenure and for one year after leaving office, from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself, or those with whom you have business or immediate family ties(CFR 570.611). Upon request,copies of these laws may be obtained from the City Clerk. "I hereby attest to the accuracy and truthfulness of the application and have received,read and will abide by Chapter 2,Article VII—of the City Code"Standards of Conduct for City Officers,Employees and Agency Members." t/ I Mark Balzli agreed to the following terms on 3/22/2013 5:12:26 PM - 3ZZ ��l' ' 3vz' l Received in the City Clerk's Office by: 6 Date: / /2P13 Control No3�v/Date: / /2013 Name of Deputy Clerk i MARK D. BALZLI. 2383 North Bay Road Miami Beach, FL 33140 (305)538-1765 Mark(ii),Balzli.net EDUCATION 1983 to 1987 - Graduated Cum Laude from the University of Alabama with a degree in Corporate Finance. 1987 to 1990 - Received Juris Doctor from Washington and Lee School of Law, in Lexington Virginia. EARLY WORK EXPERIENCE 1987 to 1990— Summer clerkships with the U.S. Department of Justice and the U.S. House of Representatives. 1990. to 1993 - First practiced as an attorney with the litigation firm of Lyman& Ash in Philadelphia,Pennsylvania. CURRENT EMPLOYMENT 1993 to Present - Mark D. Balzli, Esquire is president and lead counsel for Balzli & Associates and has.been a practicing attorney in Miami Beach for 20 years. Balzli & Associates, located in the heart of Miami Beach at 1 111 Lincoln Road, has been providing closing, settlement and title services to the community since 1996, with primary focus in residential and commercial real estate transactional law. Mark is a member of the Florida and Tennessee Bar Associations and writes title insurance through First American Tide Insurance Company. VOLUNTEER WORK 2004 to 2011 - Board of Directors for the Friends of.Public.Education, Lnc., dba Friends of North Beach, which privately raises funds for teacher assistants and other personnel for North Beach Elementary Public School in Miami Beach. 2012 to Present— Vice-President for the Lower North Bay Road Homeowner's Association in Miami Beach. March 2013 to Present—Recently sworn in as a Guardian Ad Litem with the Florida Department of Children and Families. Volunteer Guardians advocate on behalf of children who have been removed from their homes because of abuse, neglect or abandonment. PERSONAL Mark has been a resident of Miami Beach since- 1993. In 1996, lie bought and restored an original 1928 Spanish Mediterranean home on North Bay Road, where he has lived ever since. Mark and his partner Jeffrey Hearne, also an attorney,_just celebrated their 10°i anniversary. in 1993 Mark and Jeff adopted their son Aldan from Ukraine, who just celebrated his 13`1' Birthday. i Fig a 4 I' . AA I AM I BEACH City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeacLE.a CITY CLERK Office Cit/Clerk @miamibeachfl.gov Tel:305.673.741 1 , Fax: 305.673.7254 Acknowledgement of fines/suspension for Board Members for failure to comply with Miami-Dade County Financial Disclosure Code Provision Code Section 2-1 1.1(i) (2) Board Member name: I A&& A,41_z L- / I understand that no later than JULY 1 OF EACH YEAR all members of Boards and Committees of the City of Miami Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Disclosure Requirements. This means that the members of City Advisory Boards, whose sole or primary responsibility is to recommend legislation or give advice to the City Commission, must file,even though you may have been recently appointed. You must file one of the following with the City Clerk of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida, by July 1, 2010. 1. A"Source of Income Statement (attached) or 2. A"Financial Statement (attached( or] 3. A Copy of the person's current Federal Income Tax Return Failure to file, according to the Miami-Dade County Code Chapter 1, General Provision, Section 1-5 may subject the person or firm to a fine not to exceed $500.00 or by imprisonment in the county jail for a period not to exceed sixty days, or both. ZS Signature: t i MIA M I•DADE SOURCE OF INCOME STATEMENT I Please Print or Type First Name Middle Name/Initial Last Name Disclosure For Tax Year/ Name: Endingi�� --�i Mailing Address: City/State/Zip: N L 3 3 13� i , � Filing as a: ® County Employee: ® Municipal Employee of: I Position held or sought: Board where serving: 1,13 AIV cows- Term or Employ en / Began on: q1 Z 3 i Department where employed: ( n n f Work Address: ( 1 IV-01 0 d E��iDC C7 , he.A. F& If your home address is exempt from public records pursuant to Florida Statutes 119.07 lease check here read instructions): u�' Work Telephone: SS I? § P G qq��� ) Home Address: 03 N • PaY treet Address M (a,u,i 6 z t=L i—L 33 City State Zip Code Please list below in descending order with the largest source first, the name, address and principal business activity of every source of your income including public salary you received or any person received for your benefit or use during the disclosure period. The income of your spouse or any business partner need not be disclosed. If continued on a separate sheet, check here: �3 Descptlon ofthe Piriupal r� ,Name of Source ofaIncomb q. <$r 4cldress Business.Active n _ $ i "3 C ct 'o Law - OL Q 37135 O f �- I I hereby sw (or affirnAthat the aforesaid information is a true and correct statement. 4f e-J t5 D to si Signature o erson disci ned