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Carolyn Berg 12/31/22BOARD AND COMMITTEE CHECKLIST APPOINTEE: Carolyn Berg DATE OF APPOINTMENT: March 18, 2021 BOARD/COMMITTEE:NS Local Govt Neighborhood Appointed by: FOR SCANNER FOR CLERK STAFF Scan ○ ○ Letter of Appointment TERM END: TERM LIMIT: Scan ○ ○ Letter of Reappointment ○Copy of Letter of Appointment/Reappointment e-mailed to Committee Liaison on Scan ○ ○ Board and Committee Application (Completed on ) Scan ○ ○ Résumé/Curriculum Vitae ○Diversity Statistics Reporting (Completed on ) Scan ○ ○ Oath IMPORTANT INFORMATION FOR BOARD AND COMMITTEE MEMBERS BOOK ✓City Code Ordinance Section applicable to the agency, board or committee ✓City Code Sections 2-21, 2-22, 2-23, 2-24, 2-25, 2-26, 2-458 and 2-459 ✓County Code Section 2-11.1 – Conflict of Interest and Code of Ethics Ordinance (as amended through December 2010) ✓Amendments to the Code of Ethics Ordinance (September 2009 through July 2012) ✓Highlights of the Miami-Dade County Ethics Code ✓Sunshine Law and Public Records – Frequently Asked Questions ✓Memorandum - Solicitation by City Board and Committee Members ○Citywide Permit Application (Parking Department Form) ○Booklet – Guide to Sunshine Amendment & Code of Ethics for Public Officers and Employees Scan ○ ○ Source of Income Statement Scan ○ ○ Acknowledgment of Financial Disclosure Requirement ○DIVERSITY STATISTICS REPORTING Received on: Signed by X Date Board or Committee Member Processed on: By Employee: Date City Clerk’s Office Staff Initials Scanned on: By Employee: Date City Clerk’s Office Staff Initials CONCLUDED & RESIGNATION LETTERS Term Expired Letter Date Processed Initials Scan ○ Resignation Letter Date Processed Initials Scan ○ Removal Letter due to absences Date processed Initials Scan ○ F:\CLER\BOARD AND COMMITTIES DATABASE\CHECKLIST MASTER\B&C Checklist 2015 MASTER.docx Keep COPY in file and ORIGINAL for Annual Report. March 18, 2021 12/31/2022 March 18, 2021 March 18, 2021 City Commission 12/31/2026 March 18, 2021 Received on March 18, 2021 Office of the City Clerk March 18, 2021 March 18, 2021 March 18, 2021 Ms. Carolyn Berg 830 S Shore Dr. Miami Beach, Florida 33141 RE: Normandy Shores Local Government Neighborhood Improvement Dear Ms. Carolyn Berg: Congratulations! You have been appointed by the City Commission to the agency, board or committee named above for a term ending: 12/31/2022. If you are unable to accept this appointment, or have any questions, please call the Office of the City Clerk at 305.673.7411. Please read the enclosed materials carefully as they concern your duties, responsibilities, and requirements as a board or committee member. Congratulations again and good luck. Regards, Rafael Granado City Clerk cc: Monica Beltran, Parking Director Tameka Otto Stewart, City Liaison ENCLOSURES: Oath of Office/Oath of Civility/Acknowledgements 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 City Wide Permit Application - (Parking Department Form) Booklet - Guide to the Sunshine Amendment and Code of Ethics for Public Officers and Employees Oath of Office Oath of Civility and Acknowledgements TO: Ms. Carolyn Berg RE: Normandy Shores Local Government Neighborhood Improvement 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: 12/31/2022. To my colleagues and to all of those I represent and serve, I pledge fairness, integrity and civility, in all actions taken and all communications made by me as a public servant. I 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 Florida Commission on Ethics Guide to the Sunshine Amendment and Code of Ethics for Public Officers 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 the State of Florida (depending on the board or committee on which I serve) on July 1st, following the closing of the calendar year on which I have served. ________________________________ Ms. Carolyn Berg Sworn to and subscribed before me this day 18 of March, 2021 ________________________________ Charles D'Agostin Deputy Clerk *Please visit the City of Miami Beach website at www.miamibeachfl.gov under City Clerk/Board and Committees for additional information regarding the Financial Disclosure Requirements. M IA M I B EA C H City of Miami Beach 1700 Convention Center Drive Miami Beach, Florida 33139 OFFICE OF THE CITY CLERK Email: BC@ miamibeachfl.gov Telephone: 305.673.7411 AEEIDAVII OF AEEILIATION WITH THE CITY OF MIAML BEACH STATE OF FLORIDA COUNTY OF Miami Dade I am in compliance with the affiliation requirement of Miami Beach City Code Sections 2-22 (4), as ( check ( ✓) all that apply): X I am a resident of the City of Miami Beach for six months or longer. O I have an ownership interest (for a minimum of six months) in a business established in the City of Miami Beach (for a minimum of six months). O I am a full-time employee of a business (for a minimum of six months) and I am based in an office or other location of the business that is physically located in Miami Beach (for a minimum of six months). "Ownership Interest" means the ownership of ten percent (10%) or more (including the ownership of 10% or more of the outstanding capital stock) in a business. "Business" means any sole proprietorship, sponsorship, corporation, limited liability company, or other entity or business association. Under penalties of perjury, I declare that I have read the foregoing document and that the facts stated in it are true. Ce@.A. .g2 / u March 18, 2021 Signature Carolyn A Berg Date Printed Name NOTARY Sworn to (or affirmed) and subscribed before me, by means of physical presence or□online notarization, this 18th day o¡March ,20-1_by Carolyn Berg (City of Miami Beach Board/Committee Member). X Produced ID FL Driver's License ---------------- Form of Identification ,Personally Known ca 'get Signature of Notary Public Ch ar les J D'A gostin Name of Notary, Typed, Printed, or Stamped (NOTARY SEAL) Char tes J. DAgost ¿, NOTARY PUBLIC $\e@e kgsTATE oE E0R A x±l corr+ sc67' ?TG Expires 12/14/2021 BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with Miami- Dade County Financial Disclosure Code Provision Code Section 2-11.1(i) (2) Berg Carolyn A Last Name First Name Middle Initial 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 Financial Disclosure Requirements. One of the following forms must be filed with the City Clerk of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida, no later than 12:00 noon of July 1, of each year: 1. A “Source of Income Statement;” or 2. A “Statement of Financial Interests (Form 1)1;” or 3. A Copy of your latest Federal Income Tax Return. Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no more than $500, 60 days in jail, or both. March 18, 2021 Signature Date 1 Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach City Board/Committee member and need not file an additional form with the Office of the City Clerk. However, compliance with the County disclosure requirement does not satisfy the State requirement. Page 5 of 6 F:\CLER\$ALL\REG\BOARD AND COMMITTEE APPLICATIONS FINAL DRAFTS\BOARD AND COMMITTEE APPLICATION REG FINAL.docx Updated: June 2020     OFFICE USE ONLY Accepted: Y / N Deficiency:________________________________ Processed Date/Initials:__________________ Scanned Date/Initials: __________________ 138_SP-14 COE 2016 SOURCE OF INCOME STATEMENT Clear From Print Form Section 2-11.1(i) of the County Ethics Code requires that certain employees and public officials file a financial disclosure Statement on a yearly basis by July 1st of every year. Disclosure for Tax Year Ending 2020 Last Name First Name Middle Name/Initial Berg Carolyn A. Mailing Address – Street Number, Street Name, or P.O. Box 830 S. Shore Drive City, State, Zip Miami Beach, FL 33141 If your home address is your mailing address, and your home address is exempt from public records pursuant to Fla. Stat. §119.07, read instructions on the following page and check here. x Filing as an Employee (check one) County Public Health Trust Municipal: (Municipality) Department Position or Title Employee ID Number Work address Work telephone Employment began on/ended on Filing as a Board Member (check one) County Municipal: Miami Beach (Municipality) Board where serving Normandy Shores Local Government Improvement District Alternate address (if home address is exempt) Work telephone 786.606.4276 Term began on/ended on March 2021 List below every source of income you received, along with the address and the principal activity of each source. Include your public salary. Place the sources of income in descending order, with the largest source first. Examples of sources of income include: compensation for services, income from business, gains from property dealings, interest, rents, dividends, pensions, IRA distributions, and social security pa yments. Also, include any source of income received by another person for your benefit. However, the income of your spouse or any business partner need not be disclosed. If continued on a separate sheet, check here. Name of Source of Income Address Description of the Principal Business Activity Catlant Inc. 14 Schoolhouse Road, Somerset, NJ 08873 Pharmaceutical Manufacturer (employee) I hereby swear (or affirm) that the information above is a true and correct statement. Signature of Person Disclosing March 18, 2021 Date signed RECEIVED BY ELECTIONS DEPARTMENT:  Hardcopy  Electronic Copy REMEMBER TO PRINT, SIGN, AND SUBMIT TO THE OFFICE OF THE CITY CLERK VIA EMAIL OR HARDCOPY. x Catalent term ends on 12/31/2022 Rental income from an apartment in Brickell 690 SW 1st Court, APT 1002 Miaimi, FL 33130 rental income from condo Investement account Ameriprise account this is a savings account, I save part of my salary but do not draw from this account Normandy Shores Local Government Neighborhood Improvement Received March 18, 2021Office of the City Clerk Email: BC@miamibeachfl.gov DIVERSITY STATISTICS REPORT Berg Carolyn A Last Name First Name Middle Initial The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to comply with City diversity reporting requirements. Page 6 of 6 F:\CLER\$ALL\REG\BOARD AND COMMITTEE APPLICATIONS FINAL DRAFTS\BOARD AND COMMITTEE APPLICATION REG FINAL.docx Updated: June 2020 Gender: Male xFemal e Other I prefer not to answer. Race/Ethnic Categories: What is your race? African American/Black Asian or Pacific Islander x Caucasian/White Native American/American Indian Other – Print Race: I prefer not to answer. Do you consider yourself to be Spanish, Hispanic, or Latino/a? xYe s No I prefer not to answer. Do you consider yourself Physically Disabled? Yes xNo I prefer not to answer this question. xx x x x March 18, 2021 Carolyn Berg Normandy Shores Local Government Improvement 830 S. Shore Drive, Miami Beach, FL 33141 bergcarolina@gmail.com 786.606.4276 305.864.0555 786.525.1391 cell phone AMAM42 orange FLORIDA 2013 Chevrolet Sonic   