§ 2-354. Expenditure reports.

(a)

Registered lobbyist annual expenditure reports. On or before April 1 of each year, all registered lobbyists shall submit, to the appropriate county department, a lobbyist annual expenditure report for each principal represented during the previous year, signed under oath, listing all expenditures incurred by the lobbyist for that specific principal during the preceding calendar year for the purpose of lobbying. Such report shall be prepared and shall disclose such information as is prescribed in F.S. § 112.3215 for executive branch lobbyists, except that the lobbyist annual expenditure report shall be submitted only annually and shall pertain only to expenditures incurred by the lobbyist, not the principal.

(b)

Specific project expenditure reports.

(1)

a.

Initial report. Effective as to project applications and items submitted to or filed with the county after January 1, 2009, the principal or the principal's authorized agent (when accompanied by an agent authorization form on file with the county) shall submit to the appropriate county department one specific project expenditure report for all lobbying expenditures incurred by the principal and his or her authorized agent and his or her lobbyist, contractors, and consultants, if applicable, for any project or issue to be presented to the board unless the project or item is exempt. One cumulative specific project expenditure report for all lobbying expenditures incurred for a specific project or issue to be presented to the board, shall be prepared and signed by the principal or the principal's authorized agent, shall disclose such information as is prescribed in F.S. § 112.3215, and shall be submitted with all other required documentation associated with the specific project or issue.

b.

Professional fees. Nothing included in section 2-354 of this Code is intended to require the disclosure of professional fees paid by the principal to its lobbyist for the purpose of lobbying.

c.

Exemptions. The following items shall be exempt from the requirement for a specific project expenditure report:

1.

Ministerial items;

2.

Resolutions;

3.

Agreements in settlement of litigation matters in which the county is a party; and

4.

Ordinances initiated by county staff.

d.

Purchasing and procurement. Effective January 1, 2009, one (1) specific project expenditure report shall be submitted to or filed with the county by a bidder, offerer, quoter or respondent or his/her agent (when accompanied by an agent authorization form on file with the county) for all lobbying expenditures incurred by the bidder, offerer, quoter or respondent and his/her agent and his or her lobbyist, contractors, and consultants, if applicable, only for the following procurement matters:

1.

Competitive sealed proposal, as described at section 17-311, Orange County Code; or

2.

When filing a response to a request for a procurement of professional services, as governed by F.S. § 287.055 and described at subsection 17-312(f), Orange County Code, including but not limited to professional architectural, engineering, landscape architectural or land surveying services.

Where required, one (1) cumulative specific project expenditure report for all lobbying expenditures incurred for the specific procurement item to be presented to the board, shall:

(i)

Be prepared and signed by the bidder, offerer, quoter or respondent or his/her agent;

(ii)

Disclose such information as is prescribed in F.S. § 112.3215; and

(iii)

Be submitted to the county by the bidder, offerer, quoter or respondent or his/her agent.

e.

Amendments to report. The specific project expenditure report may be subsequently amended if necessary, shall remain cumulative, and shall be filed by the principal or the principal's authorized agent no less than seven (7) business days prior to the scheduled board meeting date with the department where the original application is filed. Any subsequent amendment shall be a continuing requirement of the principal or the principal's authorized agent.

f.

Update following filing of amendments. For those items scheduled for a public hearing, if additional expenditures are incurred subsequent to the filing of the initial specific project expenditure report or subsequent to the filing of any amendment which was filed no less than seven (7) business days prior to the BCC meeting, the principal or the principal's authorized agent, during the scheduled board meeting on the project or issue, shall verbally inform the board that additional expenditures were incurred subsequent to the filing of the initial report and amendment thereto. For those items scheduled on the consent agenda, if additional expenditures are incurred subsequent to the filing of the initial specific project expenditure report or subsequent to the filing of any amendment which was filed no less than seven (7) business days prior to the BCC meeting, the item shall be removed from the consent agenda for the upcoming BCC meeting.

(2)

The specific project expenditure report format shall be adopted separately by administrative regulation.

(Ord. No. 94-22, § 3, 11-29-94; Ord. No. 98-03, § 2, 1-27-98; Ord. No. 2002-15, § 3, 10-15-02; Ord. No. 2008-14 , § 2, 7-8-08; Ord. No. 2008-20 , § 2, 12-16-08)