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William Roedy 12.31.24MIAMI BEACH BOARD AND COMMITTEE CHECKLIST APPOINTEE: William Roedy BOARD/COMMITTEE: Budget Advisory DATE OF APPOINTMENT. 3/5/2024 Appointed by: Commissioner David Suarez FOR SCANNER Scan o Scan o Scan o Scan o Scan o RECEIVED MAR 08 2024 FOR CLERK STAFF 12131124 nA'3l~ o Letter of Appointment TERM END: TERMLIMIT: ]"1 N' o Letter of Reappointment 3, ')y o Copy of Letter of Appointment/Reappointment e-mailed to Committee Liaison on o Board and Committee Application (Completed 0n ) o R~sum~/Curriculum Vitae ] ( , ~ o Diversity Statistics Reporting (Completed on _[)[] o Oath IMPORTANT INFORMATION FOR BOARD AND COMMITT EE 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 CI TY O F MI AM I BEA CH OF FI CE OF THE CI TY CLERK Scan o Scan o o Citywide Permit Application (Parking Department Form) o Booklet - Guide to Sunshine Amendment & Code of Ethics for Public Officers and Employees o Source of Income Statement o Acknowledgment Statement o Board and Committees Liaison Responsibilities o Diversity Statistics Reporting [] acknowledge that pursuant to Sec. 2-22(9) of the Miami Be ach Cod e of Ordinances, I will be removed from my boa rd/committee upo n failure to attend 33% of the regularly sche duled meetings. Sec. 2-22(9) If any member of an age ncy, board or co mm itte e fails to attend 33 pe rce nt of the regularly scheduled me etings per calendar year, such me mb er shall be automatically removed. To calculate the number of absences under the 33 pe rcent form ula, .4 or less rounds down to the next wh ole num ber and .5 or more rounds up to the next wh ole num ber. NOTE: Members of the Land Use Boards will be removed upon failure to attend three of the regularly scheduled meetings pe r calendar year; or upo n abstaining from voting due to a conflict of interest on four different applications with in a calendar year. A member wh o is removed shall not be reappointed to mem bership on the bo ard for at least one year from the date of removal. 0es -sx3t4.1.st on» s o ct...r Processed on: '?J~)_C6_\ ~--- By Employee: ff'(' _ Date City Clerk's Office Staff Initials Received on: We are com m itted to providing excellent public ser vice and safety to all wh o live , work, and play in our vibrant, tropical , historic com munity. MIAMI BEACH City of Miami Beach, 1/OO Convention Conlor Drive, Miami Boach, Florida 33 139 yywy_miamibeachllgo OF FICE OF THE CITY CLERK, Rafael E. Granado, City Clerk Tl: 305.673.7411, Fax. 305.673.7254 Email: CiNyClerk@miamibeachfl.gov March 05, 2024 Mr. William Roedy II Villaggio, 1455 Ocean Drive, apt 1005 Miami Beach, Florida 33139 SUBJECT: Budget Advisory Committee Congratulations! You have been reappointed by Commissioner David Suarez to the above referenced, board or committee named above, for a term ending: 12/31/2024. Pursuant to City of Miami Beach Code Section 2-22 (5) a, "Notwithstanding any other provision of the City Code or of any resolution, commencing with terms beginning on or after January 1, 2007, the term of every board member who is directly appointed by a member of the City Commission shall automatically expire upon the latter of: December 31 of the year the appointing City Commissioner leaves office or upon the appointment/election of the successor City Commission member." 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. Congratulations and good luck. 74 Rafael Granado City Clerk cc: Monica Beltran, Parking Director Tameka Otto Stewart, City Liaison 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 Employees M IAMI[BEACH City of Miami Bea ch, /OO C onven tion C anto r Dr ivo, Miami Boach , Horida 33 13 9 yw miar ibcachll gov OFFKCE OF THE CITY CLERK, Rafael E. Granado, Ciy Clerk Tel: 305.673.7411, Fax 305.673.72 54 Email: Ci#yClerk @miamibeachfl.gov Oath of Office Oath of Civility and Acknowledgements TO: Mr. William Roedy RE: Budget 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: 12/31/2024. 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. Mr. William Roedy Sworn to and subscribed before me this Ji__ day o , 2024 Keila 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 E A C H RECEIVED MAR 08 224 City of Miami Beach 1700 Convention Center Drive M iami Beach, Florido 33139 OFFICE OF THE CITY CLERK Email: BC@miamibeachfl.gov Telephone: 305 .673 .7 411 AFFIDAVIT OF AFFILIATION WITH THE CITY OF MIAMI BEACH I am in compliance with the affiliation requirement of Miami Beach City Code Sections 2-22 (4), as ( check (/) all that apply): [ 1am a resident of the City of Miami Beach for six months or longer. Home Address. 1455 Ocean Drive, Unit 1005 Miami Beach, FL 33139 D 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). Name of Business: _ Business Address: _ D 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). [[am7e Pf b[IS][eS, [{IS[[es,S ddfeSi,- "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 stat~t are t~ Signature. l i . \ ~ Date e f-1\- ..__.,.J,._ --z._.c::, ..,_ '1 William Roedy Printed Name M IA M I BEACH City of Miami Beach l 700 Convention Center Drive Miami Beach, Florida 33139 www. miamibeachfl.gov OFFICE OF THE CITY CLERK Email: BC@miamibeachfl.gov Telephone: 305.673.7411 DIVERSITY STA TIS TICS REPOR T Roedy William H 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. Gender: [J Male [remale oner □I prefer not to answer. Race/Ethnic Categories: What is your race? 0 African American/Black 0 Asian or Pacific Islander El Caucasian white □Native American/American Indian □Other -- Print Race: _ D I prefer not to answer. Do you consider yourself to be Spanish, Hispanic, or Latinola? ves lo D I prefer not to answer. Do you consider yourself Physically Disabled? vs zo D I prefer not to answer this question. Page 6 of6 FCLER$ALLREGBOARD AND COMMITTEE APPLICATIONS FINAL DRAFTS BOARD AND COMMITTEE APPLICATION REG FINAL.docx Updated: June 2020 MIAMI BEACH City of Miami Beach 1 700 Convention Center Drive Miami Beach, Florida 33139 www.miamibeachfl.gov OFFICE OF THE CITY CLERK Email: BC@miamibeachfl.gov Telephone: 305.673. 7411 Roedy BOARD &_COMMIT IEE ACKNOWLEDGEMENT STATEMENTS William H Last Name First Name Middle Initial Acknowledgment 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) 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 Copy of your latest Federal Income Tax Return. Members of the Planning Board and the Board of Adjustment must electronically file a "Statement of Financial Interests (Form 1)" directly with the Florida Commission on Ethics. 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. Acknowledgment to Comply with Miami Beach Code of Ordinances Division 1 Sec. 2-22 (23) I understand that commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, I voluntarily agree that in the event I file with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board, or committee .lu"- f@=±g Date ' 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 electronically file a Statement of Financial Interests (Form 1) with the Florida Commission on Ethics by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the Florida Commission on Ethics 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. Page 6 of 6 F:\CLER\$ALL\BOARD AND COM MITTEES DATABASE\Board and Committee Application\BOARD AND COMMITTE E AP PLICATION FEB 2024.d0cx Updated: February 22, 2024 MIAMAI BEACH City of Miami Beach, PARKING DEPARTMENT 1755 Meridian Avenue, Suite 200 Miami Beach,FL 33139/Ph: (305) 673-7505 or (305) 673-7000 ext. 6200 BOARD & COMMITTEES PARKING APPLICATION a PARKING As a Board/Commi ttee memb er you are entitled to a Cityw ide Parking Permit, which includes City Hall garage (G7) parking access (Access Card), 2! a complime ntary Citi Bike/D eco Bike Member ship, gr a discounted MDC Monthly Transit Pas s throughout your term. Board Member Information D a te o f Application: 5/5/2024 A p p lic a n t N a m e : W illi a m R o edy B o ar d /C o m m itte e N a m e : B u d g et A d vi sor y Com mittee A d d ress: 1455 Ocean Drive, Unit 1005 Miami Beach , FL 33139 E-Mail Address: bill@ billroedy.com Work Phone: Home Phone: Cell Phone: 202-669- 47 54 Preferred Contact Method: email Please Choose One 1 0 tion: s Citywide Parking Permit/G7 Access Card Citi Bike/Deco Bike Membership Vehicle Information (For Citywide Parking Permit/Access Card Only) Tag: 408J Color: Green State: Florida Year: 2023 Make: Genesis Model: GV80 A cityw ide (CW) parking permit is honored at metered par king spaces and restricted residential zones par king spaces. A CW parking permit IS NOT honored in prohibited areas. An Access Card will be provided to you for City Hall Garage (G7) access. IMPORTANT NOTE: Your vehicle license plate serves as your "parking permit". To avoid any unnecessary enforcement actions, it is important that our records reflect the most current and accurate information regarding your vehicle license plate. Inaccurate and/or outdated vehicle information may lead to the issuance of parking citation(s) and/or the towing of your vehicle. Please note that this new access card CANNOT be hole-punched or perforated in any manner.To use the new card please hold the card at close proximity to the reader until the gate opens. You may need to try the other side of the card. Please ensure you hold the entire surface of the card against the reader until the gate opens. ACKNOWLEDGEMENT: I acknowledge that should my access card be lost, stolen or damage, I wlll be responsible to pay a $10.00 replacement fee. A, licant Signature: as Please provide signed form to the Parking Dep men t located at 1755 Meridian Aven ue, 2nd floor. Working hours are 8:30 to 5:00 p.m. or email to: ParkingReception@miamibeachfl.gov e-mail sublect: BOARD & COMMITTEE PARKING APPLICATION - APPLICANT NAME t +in\$man\rar\toms\cw boards&committees arkdn 'om.doc tom updated 1/18/2024 s EEm Clear From Print Form SOURCE OF INCOME STATEMENT Section 2-11.1(@) 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 'lat Name First Name Middle Name/initial 2023 Roedy William H Malling Address - Street Number, Street Nam e, or P.. Bax 1455 Ocean Drive, ha1l 005 City, Sta te, Zip Miami Beach, FL 33139 lf your home addr ess ls your mail ing address, and your home address is exem pt from public records pursuant to Fla. Stat. $119.07, read Instru ctions on the foll owin g page and check here. [] Flg as an Employee (eheck one) [] county [] Public Health Trust D Munlclpal: (Municipality) Department Position or Title Em ployee ID Number Work address [ or teietone Employment beg an on/ended on [] county f wuniotat /\.a 8ea (Municipal ity) Board where serving bl»d d»so C»-. le Alternate address if home address ls exempt) [ ort telephone I Tenn began on/ended on List below every source of income you recei ved, along with the address and the principal activity of each source. Include your public salary. Place the sources of income in descen ding order, with the largest source first. Examples of sources of income include: compensati on for services, income from business, gains from property dealings, Interest, rents, dividends, pensions, IRA distributions, and social security payments. Also, Include any source of income received by anothey person tor your benefit. However, the income of your spouse or any business partner need not be disclosed. If continued on a separate sheet, check here.ll] Name of Source of Income Address Description of the Principal Business Activity /oto• tool o 'or,y l00 o coo hoc, l0004 I hereby swear (or affinn) that the Information above ls a true and correct statement. .s RECEIVED BY ELECTIONS DEPARTM ENT: J are CEIVE D □Electron lc Cop y MAR 08 2024 CITY OF MIAMI BEACH OFFICE OF THE CITY CLERK REMEMBER TO PRINT., SIGN, AND SUBMIT TO THE OFFICE OF THE CITY CLERK VIA EMAIL OR HARDCOPY PP0w \0 2 W illi am Roed y Name Address Principle Activity Charles Schwab San Francisco. CA 94105 investment Mongan Stanley New York. NY 10004 Investment Towerbrook Partn ership New York, NY 10004 investment Clearvi ue Partn ership Gran d Cavman, CJ KYI-1I0I investment Charles Schwab San Francisco. CA 94105 Retirement income Morpeth Mansions London, UK rental property Randolph Road London, UK rental property Trum p International Hotel &Tower New York, NY 10004 rental property RBC Cap ital Markets Minneapolis, MN Investment Viacom Company New York, NY Pension Luonsgate Entertainm ent Vancouver, an ada board fees Scanned with CamScanner Roe2P2