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Carter N. McDowell - Patrick Markert • ®ad - 605o A)d RECEIVED t' '\I AIVI I B EA( H Office of the City Clerk Nov 2 2022 1700 Convention Center Drive Miami Beach, FL 33139 CITY OF MIAMI BE,4CH 305.673.7411 OFFICE OF THE CITY CLERK 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: McDowell,Carter N. NAME OF LOBBYIST (Last) (First) (Middle Name) Bilzin Sumberg-1450 Brickell Avenue,Suite 2300,Miami,FL 33131 LOBBYIST BUSINESS NAME AND ADDRESS (Number and Street) (City) (State) (Zip Code) 305-374-7580 cmcdowell@bilzin.com LOBBYIST BUSINESS TELEPHONE NUMBER CELLULAR TELEPHONE NUMBER EMAIL ADDRESS • II. PRINCIPAL INFORMATION: Markert,Patrick NAME OF PRINCIPAL (Last) (First) (Middle Name) 6020 N Bay Road,Miami Beach,FL 33140 PRINCIPAL BUSINESS NAME AND ADDRESS (Number and Street) (City) (State) (Zip Code) 404-431-0000 patrick.markert©amerisave.com PRINCIPAL BUSINESS TELEPHONE NUMBER CELLULAR TELEPHONE NUMBER EMAIL ADDRESS Raimnit to my arla 2-482(h)(1)(a): Q principal(.jl piv corporation, partnership,C4 cati gift dab• 4.4=10tom!1 lobbyist C51 I•-n CQ thaI ailiThWEIREIR special o •- .tle [i7 reimbursement for f;Alb appearance,dig.D197 direct,indirect,CB contingent,in L-4,1• 3a 2 CQ(•p o• osition Eii) luaili E[iiipUiTiat the @tamre•uiredI39 of subsection I nd`E1I1. Rapp re.uiredfl Kw(myre.istr-tionf 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): N/A • NAME OF ALL PERSONS HOLDING,DIRECTLY OR INDIRECTLY,A 5%OR MORE OW ERSHIP INTEREST IN SUCH CORPORATION,PARTNERSHIP OR TRUST(if none,write N/A): Page 1 of 5 ./6 #9907490.1 -Markert, Patrick-303660-CNM 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. Zoning evaluation and filing of DRB application for redevelopment of property located at 6020-6050 North Bay Road, Miami Beach, FL 33140 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 Planning Director, Planning and Zoning Department, Not applicable X Staff, Design Review Board, City Commission Not Applicable 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): 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): $975.00 per hour Page 2 of 5 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. _Yes xNo: 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 xNo: 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 xNo: 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 xNo: If yes, has it been less than 1r2 months since the elected official(s) whom you provided campaign consulting services was sworn in?! 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 xNo: Have youj,rovided 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 xNo: If yes, were you promised or did you receive economic consideration in exchange for campaig consulting serricesr TO BE COMPLETED BY CITY CLERK'S STAFF ONLY �'J 7 Annual Registration fee: [ ']Yes[ jiIo' Amount Paid$�JO'`\ MCR# � � Date Paid /`.-2 Lobbyist Registration Form received and verified by: �k F:\CLER\$ALL\aFORMS\LOBBYIST FORMS\Lobbyist Registration Form Revised 03-11-20 REG.doc - Revised 03/11/2020 Page 3 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 DURING THE REPORTING PERIOD.' Signature of Lobbyist: C44 N_ , c.Powe ( Date 11/02/2022 Carter N. McDowell 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 provisions contained in Chapter 2, Art. VII, Division 3, entitled "Lobbyists" of the Miami Beach City Code and all reporting requirements. Signature of Lobbyist: Ca444 A/. 14c.Powei( Date 11/02/2022 C er N. McD ell Signature of Principal: P., Date 11/02/2022 Patrick Marken VII. NOTARY SIGNATURE AND SEAL: LOBBYIST: PRINCIPAL State of Texas State of Virginia County of: Harris County of: Lunenburg Sworn to (or affirmed) and subscribed before me, Sworn to (or affirmed) and subscribed before me, by means of 0 physical presence by means of 0 physical presence or gonline notarization, or Igronline notarization, this end day of November , 20 n by this_day of , 20 22by Carter N. McDowell Patrick Markert NAME OF LOBBYIST NAME OF PRINCIPAL Produced ID DRIVER LICENSE Produced ID Driver's License FORM OF IDENTIFICATION FORM OF IDENTIFICATION Personally Know Personally Known _ Signature of Notary Public Ignature of Notary Public Roosevelt Flahnma James Gordon Ruth III Name of Notary,Typed, Printed or Stamped Name of Notary, Typed, Printed or Stamped Notary Public,State of Texas otoran�,�� �a�raY.a�a`'� Roosevelt Flahnma \a\`"`=""'�/u James Gordon Ruth III (NOTARY SEAL) ao` �_ (NOTARY SEAL) 4••,tt f 4 C 3I.i •"6 ID NUMBER _? r( N �\ 132722990 l�c N REGISTRATION NUMBER �A�rO pF<0+/ COMMISSION E%RIREs 'F •6`` 7899173 �44Itle`� October 12,2024 ,4>+,• •eV Q•` COMMISSION MOIRES 'The term"lobbyist"specifically excludes the fol►owing persons: `'"'"''"''"°0 January 31,2024 Notarized online using audio-video communication Notarized online using audio-video communication 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 MIAMI BEACH 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: Carter N. McDowell 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 30'h 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 to Section 2-482 of the Miami Beach City Code. Ca444 N_ 14cDowe, 11/02/2022 Signature of Lobbyist - Carter N. McDowell Date F:\CLER\$ALL\aFORMS\LOBBYIST FORMS\Lobbyist Registration Form Revised 03-11-20 REG.doc Page 5 of 5 Salvatore, Jason From: Liana M. Kozlowski <Ikozlowski@bilzin.com> Sent: Wednesday, November 2, 2022 4:00 PM To: Salvatore,Jason Subject: No Appearance of Impropriety(6020-6050 North Bay Road) [THIS MESSAGE COMES FROM AN EXTERNAL EMAIL- USE CAUTION WHEN REPLYING AND OPENING LINKS OR ATTACHMENTS] Jason, Good speaking with you this afternoon. Through this email, I am confirming that neither Carter McDowell nor myself have any business,financial,familial or professional relationship that would give rise to an appearance of impropriety with any current City Commissioner or City personnel sought to be lobbied in connection with the development applications associated with the property located at 6020-6050 North Bay Road. Thank you, ilzin Sumberg Liana M. Kozlowski Attorney Bilzin Sumberg Baena Price&Axelrod LLP Tel 305.350.2415 1450 Brickell Avenue, 23rd Floor Cell 305.323.2685 Miami, Florida 33131 Direct Fax 305.351.2299 www.bilzin.com Ikozlowski(a�bilzin.com CAUTION: Please be aware of the increase in cybercrime and fraud. Bilzin Sumberg personnel will not ordinarily provide wire transfer or other payment instructions by email relating to the payment of Bilzin Sumberg invoices or advance fee deposits. Although payment instructions may be provided by email in connection with client matters such as closings, please contact us to obtain verbal verification prior to initiating any payments. This message contains information which may be confidential and privileged. Unless you are the addressee (or authorized to receive for the addressee),you may not use, copy or disclose to anyone the message or any information contained in this message. If you have received this message in error, please advise the sender by reply e-mail or reply to info@bilzin.com, and delete the message.Thank you very much. 1 : . _ . _ „ • L * t Miscellaneous Cash Receipt , ,. . CITY OF MIAMI BEACH No _430798 • Credit 0 Cash 2,21 . . ' : li$. ,01,___T_______7_____')cacv,00- 0f Card 1eheCk#•1 i2 , Received of , f 0O- m)r 14- , —. i.rn" L ttlik20-------- 's- ::, . , ,'• For' . ., t -A-4/ S. : 0 2 6 - 6-,C3.5'-‘ ' tk)e.)t lieA% '1";* j2Ce‘i: ' . .' i - , - _ 11/113F Miscellaneous:-MCR-2023 00,577§-0005 Ebani Th... 11/04/2022 11:: 8A1V1 NIC11,9PEN OVICR). . . ' • L ' '' ,, ' . Payment'Amount: , ' 77da.00(THIS INFORMATION MUST BE COMPLETED) , ..:,,‘ ., .,- - Office OfFinence oirectbr . . .. 'ACC.° .:'-' ' ' 'b 0 il-Acx:b 3‘;)co-iiii:L1- Q0'-'30-7- 351.'6 0...6,0,.‘,,0 m,:t:?urr er.. frity, - ,, , ,-:,_,_: . _,„-' , •''' -, :!:: ,.;•ik =PreP Pri.:r — t, _-1•.!nl...i:—: ,)Ali 't3' . : ' . ''. 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