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Stephen J. Helfman - Greater Miami Jewish Federation, Inc. [40 1 o( Xu S tAtmori,\ 1u2A.:51, RECEIVED n MAY 2 0 2021 Office of the City Clerk ,- 1700 Convention Center Drive CITY O HAM! BEACH Miami Beach, FL 33139 OFF1 `_ THF DT!'! CLERK 305.673.7411 LOBBYIST REGISTRATION FORM Lobbyist means all persons employed or retained,whether paid or not, by a principal who seeks to encourage the passage, defeat or modification of any ordinance, resolution, action or decision of any commissioner; any action, decision, recommendation of the City Manager or any City board or committee;or any action,decision or recommendation of any City personnel during the time period of the entire decision-making process on such action, decision or recommendation that foreseeably will be heard or reviewed by the City Commission, or a City board or committee. The term specifically includes the principal as well as any employee engaged in lobbying activities.The term "Lobbyist" has specific exclusions. Please refer to City Code Chapter 2,Article VII, Division 3, entitled"Lobbyists," for additional information. Instructions: Please complete all sections of this form and submit the completed form,with the applicable fee,to the Office of the City Clerk. If you need more space to complete an answer, use a separate sheet(s) of paper. If you have nothing to report in a particular section, you must write "none" or "n/a" in that section. Any change to any information originally filed, or any additional City Commissioner or personnel who are also sought to be lobbied shall require that the lobbyist file an amendment to the registration form. The lobbyist has a continuing duty to supply information and amend the forms filed throughout the period that the lobbying occurs. Separate registration forms shall be required for each principal represented on each specific issue. I. LOBBYIST INFORMATION: Helfman, Stephen J. NAME OF LOBBYIST (Last) (First) (Middle Name) Weiss Serota Helfman Cole & Bierman, PL 2525 Ponce de Leon Blvd., Suite 700, Coral Gables, Florida 33134 LOBBYIST BUSINESS NAME AND ADDRESS (Number and Street) (City) (State) (Zip Code) 305-854-0800 305-431-4040 shelfman@wsh-law.com LOBBYIST BUSINESS TELEPHONE NUMBER CELLULAR TELEPHONE NUMBER EMAIL ADDRESS II. PRINCIPAL INFORMATION: Greater Miami Jewish Federation, Inc. NAME OF PRINCIPAL (Last) (First) (Middle Name) 4200 Biscayne Boulevard, Miami, Florida 33137 PRINCIPAL BUSINESS NAME AND ADDRESS (Number and Street) (City) (State) (Zip Code) 305-57.6-4000 PRINCIPAL BUSINESS TELEPHONE NUMBER CELLULAR TELEPHONE NUMBER EMAIL ADDRESS pursuant o CiVad,04ec°tion 2 (h)(1)(0,A,pnnclpal of any.corporation gparthershlp or::other entity who appears as a lobbyist on behalf of tlia rad' F r'�"• 3,fiq. wlititho'utospe,urompensatron or Aei bursem ent for,otoppearance,AtE0d rect�j in*,t og contingent`,to exp"rest;:support:ogor'oApositiontito, an itemihall(register.wittI16'C erii�asf rOui diath Siitte`ationi but shaltnotetie>requiredgto pay,anycr;egistratfon!feees: If the principal is a Corporation, Partnership or Trust, the following information MUST be provided pursuant to City Code Section 2-482(c): • NAME OF CHIEF OFFICER,PARTNER,OR BENEFICIARY(if none,write N/A): Jacob Solomon, President • NAME OF ALL PERSONS HOLDING,DIRECTLY OR INDIRECTLY,A 5%OR MORE OWNERSHIP INTEREST IN SUCH CORPORATION,PARTNERSHIP OR TRUST(if none,write N/A): N/A (not for profit corporation) Page 1 of 5 III. ISSUE TO BE LOBBIED: Describe with as much detail as is practical, including but not limited to a specific description where applicable of a pending request for proposal, invitation to bid, or public hearing number. Renegotiation of a ground lease for Holocaust Memorial. • IV. CITY AGENCIES/INDIVIDUALS TO BE LOBBIED: Pursuant to City Code Section 2-482(a)(4), list the City Commissioner or City personnel sought to be lobbied, and whether the lobbyist has entered into any contractual relationship (paid or unpaid) with said City Commissioner or City personnel from 12 months preceding such commencement of service with the City to the present date, stating the general nature of the subject contractual relationship. Full Name of Individual and Contractual Relationship (If yes, explain) YES NO Title of Person to be Lobbied Thomas Mooney, Planning None X Eric Carpenter, Assistant City Manager None X Mayor and City Commissioners None X Pursuant to City Code Section 2-482(g), every registrant shall be required to state the extent of any business, financial, familial or professional relationship, or other relationship giving rise to an appearance of an impropriety, with any current City Commissioner or City personnel who is sought to be lobbied as identified on the lobbyist registration form filed. List any Business, Financial, Familial or Professional Relationship, or other relationship giving rise to an appearance of impropriety (if none,write N/A): None. V. DISCLOSE RATE AND AMOUNT OF LOBBYIST COMPENSATION — Be Specific. (Note that a contingency fee is prohibited pursuant to City Code Sec. 2-485.3): $0 Page2of5 The following six(6)questions MUST be answered: 1) Pursuant to City Code Section 2-488,entitled"Prohibited Campaign Contributions By Lobbyists On Procurement Issues": _Yes XNo: Are you lobbying on a present or pending bid for goods, equipment or services, or on a present or Pending award for goods,equipment or service? 2) Pursuant to City Code Section 2-490, entitled "Prohibited Campaign Contributions By Lobbyists On Real Estate Development Issues": _Yes XNo: Are you lobbying on a pending application for a Development Agreement with the City or application for change of zoning map designation or change to the City's Future Land Use Map? 3) Pursuant to City Code Section 2-482(h), any person (except those exempt from the definition of "lobbyist" as set forth in Section 2-481)who only appears as a representative of a not-for-profit corporation or entity without special compensation or reimbursement for the appearance,whether direct or indirect to express support of or opposition to any item,shall register with the city clerk as required by this section,but shall not be required to pay any registration fees. XYes No: Are you representing a not-for-profit corporation or entity without special compensation or reimbursement? 4) Pursuant to City Code Section 2-481, the term "lobbyist" specifically excludes the following persons: Expert witnesses who provide only scientific,technical or other specialized information or testimony in public meetings; any person who only appears as a representative of a neighborhood association without compensation or reimbursement for the appearance,whether direct, indirect or contingent,to express support of or opposition to any item; and any person who only appears as a representative of not-for-profit community based organization for the purpose of requesting a grant without special compensation or reimbursement for the appearance. _Yes X No: Are you providing only scientific, technical or other specialized information; appearing as a representative of a neighborhood association without special compensation or reimbursement or representing a not-for-profit based organization for the purpose of requesting a grant without special compensation or reimbursement? 5) Pursuant to City Code Section 2-491(1), no campaign consultant shall lobby the City Commission for a period of 12 months following the swearing in of any elected official(s) for whom the campaign consultant provided campaign consulting services within the past election cycle. See Section 2-491 for more information. _Yes X No: Have you provided campaign consulting services to an incumbent member of the City Commission within the past election cycle? If yes,please list the incumbent member(s)of the City Commission: _Yes X No: I yes, has it been less than 12 months since the elected officia s) w em you provided campaign co suiting services was sworn inr. 6) Pursuant to City Code Section 2-482(a)(4)a., a lobbyist who has within the past election cycle provided campaign consulting services to an incumbent member of the City Commission (which lobbying activity is not otherwise prohibited by Code section 2-491) shall disclose such particular service on his/her lobbyist registration form and shall orally disclose such particular service before lobbying the City Commission at a public meeting. _Yes X No: Have you provided campaign consulting services to an incumbent member of the City Commission within the past election cycle?If yes,please list the incumbent member(s)of the City Commission: _Yes X No: Ii' yes, were you promised or did you receive economic cons.id-ra,lon it exchange fo campaig, consEau ng se ✓ncest: TO BE COMPLETED BY CITY CLERK'S STAFF ONLY Aanual4Registrat on fee: [ ]iYes[ _No Amount Paid$ 1 ��" CMCR# Date Paid, Lobbyist Registration.Form!received and verified by: J�) F;\CLER\$ALL\aFORMS\LOBBYIST FORMS\Lobbyist Registration Form Revisedi 03-ii J-20 REGd'oc Revised 03/11/2020 Page 3 of 5 s. • VI. SIGNATURES UNDER OATH: ON FEBRUARY 28 OF EACH YEAR, EACH LOBBYIST SHALL SUBMIT TO THE OFFICE OF THE CITY CLERK A SIGNED STATEMENT UNDER OATH, LISTING LOBBYING EXPENDITURES, AS WELL AS COMPENSATION RECEIVED, FOR THE PRECEDING CALENDAR YEAR WITH REGARD TO THE SPECIFIC ISSUE ON WHICH THE LOBBYIST HAS BEEN ENGAGED TO LOBBY. A STATEMENT SHALL BE FILED EVEN IF THERE HAS BEEN NO EXPENDITURE OR COMPENSATION DURI G THE REPORTING PERIOD.1 k4.‘ Signature of Lobbyist: Date 3U' 1 I do solemnly swear or affirm that all of the foregoing facts, statements, and disclosures in this form are true and correct, and that I have read or am familiar with the rovisions contained in Chapter 2, Art. VII, Division 3, entitled "Lobbyists" of the Miami Beach City Code and all reporting quirements. Signature of Lobbyist:4-"IM... —aaft.• Date .51 ' 11\ Signature of Principal: Date VII. NOTARY SIGNATURE AND SEAL: LOBBYIST: PRINCIPAL State of FLORIDA I State of FLORIDA County of: MIAMI-DADE I County of: MIAMI-DADE Sworn to (or affirmed) and subscribed before me, Sworn to(or affirmed) and subscribed before me, by means ofaphysical presence by means of 0 physical presence or 0 online notarizatio or 0 online notarization, this II day of , 20 21, by this_day of , 20 21, by Stephen J. Helfman on behalf of Greater Miami Jewish Federation NAME OF LOBBYIST NAME OF PRINCIPAL _Produced ID _Produced ID hh FORM OF IDENTIFICATION FORM OF IDENTIFICATION {/Personally Kno _Personally Known 41 11, �.r A_ ' 1 L A..6-4...6-.. :ig ...tut!of No it Public Signature of Notary Public 0 £ f 0 . _ •- •, • •, - . • :tamped Name of Notary, Typed, Printed or Stamped Ni;ity Notary Public State of Florida Ubersox mission GG 931479 (NOTARYSEAL) "�yaa Expires 11/13/2023 1 The term"lobbyist"specifically excludes the following persons: Expert witnesses who provide only scientific,technical or other specialized information or testimony in public meetings; any person who only appears as a representative of a neighborhood association without compensation or reimbursement for the appearance, whether direct, indirect or contingent, to express support of or opposition to any item; and any person who only appears as a representative of not-for-profit community based organization for the purpose of requesting a grant without special compensation or reimbursement for the appearance. Page 4 of 5 VI. SIGNATURES UNDER OATH: ON FEBRUARY 28 OF EACH YEAR, EACH LOBBYIST SHALL SUBMIT TO THE OFFICE OF THE CITY CLERK A SIGNED STATEMENT UNDER OATH, .LISTING LOBBYING EXPENDITURES, AS. WELL AS COMPENSATION RECEIVED, FOR THE PRECEDING CALENDAR YEAR WITH REGARD TO THE SPECIFIC ISSUE ON'WHICH THE LOBBYIST HAS BEEN ENGAGED TO LOBBY: A STATEMENT SHALL BE FILED EVEN IF.THERE HAS BEEN NO EXPENDITURE OR COMPENSATION DURI THE REPORTING PERIOD.? Signature of Lobbyist: Date. V,h i.4.1 I do solemnly swear or affirm that all of the foregoing facts, statements, and disclosures in this form are true and correct, and that I have read or am familiar with the •rovisions contained in Chapter 2,Arta VII„Division 3,,entitled "Lobbyists" of, the Miami Beach City Code and all reporting •quirements. h Signature of Lobbyist =.' ,A . _ Date 151 l `1 �°2.` Signature of Principal: 714.1,� � Date. z ( VII. NOTARY SIGNATURE AND SEAL: LOBBYIST: PRINCIPAL State of.FLORIDA . . State of FLORIDA. County of: MIAMI-RADECounty of: " MIAMI-DADE. Sworn to(or affirmed)and subscribed before me, . Sworn to(or afti ed)and subscribed before rne, by means ofQphysical presence bymeans ofysical presence or O online notarizatioq or O fne notarizati�D this I'7 day of ,20 21 day this day of :V/7q- ,20 21, by Stephen J. Helfmanon behalf of Greater. nCo� "KAV Miami Jewish Federation NAME OF LOBBYIST NAME OF PRINCIPAL Produced ID _Produced ID hh FORM OF IDENTIFICATION : FORM OF IDENTIFICATION 1:s/1/4-Personally Kno, Person-lly Known .ig -turf of No V Public S•y a ure of Nota c j: ' J• ' C�GlG�/i2g �ili� •:• • .:tamped a of Notary,Ty d, Printed or Stamped 01"' Notary Public State of Florida '�Ubersox (NOTARY SE mission:GG 931479 vor Expires 11/13/2023 � Notary Public State of Florida Yahaira Y Arias • • My Commission GG 361060 1 The term"lobbyist'specifically excludes the following persons: Expires 07131/2023 Expert witnesses who provide only scientific,technical or other specializedinformation o =g o.y.n-pub is meetings;any person who only appears as a representative of a neighborhood association without compensation or reimbursement for the appearance,whether direct, indirect or contingent, to express support of or opposition to any item; and any person whoonly appears as a representative of not-for-profit community based organization for the purpose of requesting a grant without special compensation or reimbursement for the appearance. Page4of5' MIAMI City of Miami Beach,1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.gov Office of the City Clerk Rafael E. Granado, City Clerk CityClerk@miamibeachfl.gov Tel: 305.673.7411, Fax: 305.673.7254 NAME OF LOBBYIST: Stephen J. Helfman 1) LOBBYIST FEE EXPENDITURE AND COMPENSATION STATEMENT Pursuant to City Code Section 2-485(d), the City Clerk shall notify any lobbyist (or principal) who fails to file timely a Lobbyist Fee Expenditure and Compensation Statement (Statement). In addition to any other penalties that may be imposed as provided in Section 2-485.1, a fine of $50.00 a day shall be assessed for Statements filed after the due date. The City Clerk shall notify the Miami-Dade County Commission on Ethics and Public Trust of the failure of a lobbyist (or principal) to file the Statement or pay the assessed fines after notification. Any lobbyist, who fails to file the required Statement by April 30th of each year, shall be automatically suspended from lobbying until all fines are paid, unless the fine has been appealed to the Miami-Dade County.Commission on Ethics and Public Trust. I hereby acknowledge that on February 28 of each year, I shall submit to the City Clerk a signed Statement under oath listing all lobbyist expenditures, as well as compensation received, for the preceding calendar year with regard to the specific issue on which I have been engaged to lobby. 2) LOBBYIST WITHDRAWAL Once an issue I have registered to lobby has concluded or I am no longer lobbying on that issue, I shall immediately file a Notice of Withdrawal with the Office of the City Clerk. 3) ANNUAL LOBBYIST REGISTRATION FEE I understand annual registration of all lobbyists shall be required for each 12-month period commencing October 1 of each year, and the fee for such annual registration shall be $500.00 pursuant t ection 2-482 of the Miami Beach City Code. 317.1 Signature o obbyist Date F:\CLER\$ALL\aFORMS\LOBBYIST FORMS1Lobbyist Registration Form Revised 03-11-20 REG.doc Page 5 of 5