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HomeMy WebLinkAbout07-571 StaniszewskiMatt Staniszewski City Councilman City of Washington 55 West Maiden Street Washington, PA 15301 Dear Mr. Staniszewski: ADVICE OF COUNSEL August 17, 2007 07 -571 This responds to your letter of July 11, 2007, by which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 § 1101 et seq., would present any prohibitions or restrictions upon a city councilman with regard to voting on matters pertaining to the city chamber of commerce, a non - profit organization for which the city councilman is an executive board member. Facts: You are a City Councilman for the City of Washington ( "City "). You also are currently a member of the executive board of the City of Washington Chamber of Commerce ( "Chamber "). You state that the Chamber is a volunteer, non - profit organization in which you have no financial interest. You seek guidance from the State Ethics Commission as to whether, in your capacity as a City Councilman, the Ethics Act would permit you to vote on three specific matters involving the Chamber as detailed below. Your first specific inquiry is whether the Ethics Act would permit you to vote on a lease agreement that the Chamber would like to enter into with the City for an office located at City Hall. Your second specific inquiry is based upon the following submitted facts. The Chamber would like to enter into a cooperation agreement with the City to assist in managing festivals and city events as well as donations and expenses. The Chamber would use the donations to cover expenses directly related to those festivals and events. You state that the Chamber would not profit from this because of its non- profit status. Staniszewski, 07 -571 August 17, 2007 Page 2 Based upon the above facts, you ask whether the Ethics Act would permit you to vote on the proposed cooperation agreement between the City and the Chamber. Your third specific inquiry is based upon the following submitted facts. The City has collected some donations for an upcoming festival. These donations are currently stored in the City's coffers. You state that the City would like to transfer or donate these monies to the Chamber to cover expenses directly related to the upcoming festival. Based upon the above facts, you ask whether the Ethics Act would permit you to vote on the transfer of the aforesaid donations to the Chamber. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the Ethics Act, 65 Pa.C.S. §§ 1107(10), (11), advisories are issued to the requester based upon the facts that the requester has submitted. In issuing the advisory based upon the facts that the requester has submitted, the Commission does not engage in an independent investigation of the facts, nor does it speculate as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all of the material facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An advisory only affords a defense to the extent the requester has truthfully disclosed all of the material facts. It is further initially noted that, pursuant to the same aforesaid Sections of the Ethics Act, an advice may be given only as to prospective (future) conduct. If the activity in question has already occurred, the Commission may not issue an advice but any person may then submit a signed and sworn complaint, which will be investigated by the Commission if there are allegations of Ethics Act violations by a person who is subject to the Ethics Act. To the extent you have inquired as to conduct that has already occurred, such past conduct may not be addressed in the context of an advisory opinion. However, to the extent you have inquired as to future conduct, your inquiry may, and shall be addressed. As a City Councilman, you are a public official as that term is defined in the Ethics Act, and hence you are subject to the provisions of the Ethics Act. Sections 1103(a) and 1103(j) of the Ethics Act provide: § 1103. Restricted activities (a) Conflict of interest. - -No public official or public employee shall engage in conduct that constitutes a conflict of interest. (j) Voting conflict. - -Where voting conflicts are not otherwise addressed by the Constitution of Pennsylvania or by any law, rule, regulation, order or ordinance, the following procedure shall be employed. Any public official or public employee who in the discharge of his official duties would be required to vote on a matter that would result in a conflict of interest shall abstain from voting and, prior to the vote being taken, publicly announce and disclose the nature of his interest as a public record in a written memorandum filed with the person responsible for recording the minutes of the meeting at which the vote is taken, provided that whenever a governing body would be unable to take any action on a matter before it because the number of members of the body required to abstain from voting under the provisions of this section makes the majority or other legally required vote of Staniszewski, 07 -571 August 17, 2007 Page 3 approval unattainable, then such members shall be permitted to vote if disclosures are made as otherwise provided herein. In the case of a three - member governing body of a political subdivision, where one member has abstained from voting as a result of a conflict of interest and the remaining two members of the governing body have cast opposing votes, the member who has abstained shall be permitted to vote to break the tie vote if disclosure is made as otherwise provided herein. 65 Pa.C.S. §§ 1103(a), (j). The following terms are defined in the Ethics Act as follows: § 1102. Definitions "Conflict" or "conflict of interest." Use by a public official or public employee of the authority of his office or employment or any confidential information received through his holding public office or employment for the private pecuniary benefit of himself, a member of his immediate family or a business with which he or a member of his immediate family is associated. The term does not include an action having a de minimis economic impact or which affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which includes the public official or public employee, a member of his immediate family or a business with which he or a member of his immediate family is associated. "Authority of office or employment." The actual power provided by law, the exercise of which is necessary to the performance of duties and responsibilities unique to a particular public office or position of public employment. "Business." Any corporation, partnership, sole proprietorship, firm, enterprise, franchise, association, organization, self - employed individual, holding company, joint stock company, receivership, trust or any legal entity organized for profit. "Business with which he is associated." Any business in which the person or a member of the person's immediate family is a director, officer, owner, employee or has a financial interest. 65 Pa.C.S. § 1102. Pursuant to Section 1103(a) of the Ethics Act, a public official /public employee is prohibited from using the authority of public office /employment or confidential information received by holding such a public position for the private pecuniary benefit of the public official /public employee himself, any member of his immediate family, or a business with which he or a member of his immediate family is associated. The use of authority of office is not limited merely to voting, but extends to any use of authority of office including, but not limited to, discussing, conferring with others, and lobbying for a particular result. Juliante, Order 809. Staniszewski, 07 -571 August 17, 2007 Page 4 In each instance of a voting conflict, Section 1103(j) of the Ethics Act requires the public official /public employee to abstain and to publicly disclose the abstention and reasons for same, both orally and by filing a written memorandum to that effect with the person recording the minutes. In the event that the required abstention results in the inability of the governmental body to take action because a majority is unattainable due to the abstention(s) from conflict under the Ethics Act, then voting is permissible provided the disclosure requirements noted above are followed. See, Pavlovic, Opinion 02 -005. Section 1103(f) of the Ethics Act, pertaining to contracting, provides as follows: § 1103. Restricted activities (f) Contract. - -No public official or public employee or his spouse or child or any business in which the person or his spouse or child is associated shall enter into any contract valued at $500 or more with the governmental body with which the public official or public employee is associated or any subcontract valued at $500 or more with any person who has been awarded a contract with the governmental body with which the public official or public employee is associated, unless the contract has been awarded through an open and public process, including prior public notice and subsequent public disclosure of all proposals considered and contracts awarded. In such a case, the public official or public employee shall not have any supervisory or overall responsibility for the implementation or administration of the contract. Any contract or subcontract made in violation of this subsection shall be voidable by a court of competent jurisdiction if the suit is commenced within 90 days of the making of the contract or subcontract. 65 Pa.C.S. § 1103(f). The term "contract" is defined in the Ethics Act as follows: § 1102. Definitions "Contract." An agreement or arrangement for the acquisition, use or disposal by the Commonwealth or a political subdivision of consulting or other services or of supplies, materials, equipment, land or other personal or real property. The term shall not mean an agreement or arrangement between the State or political subdivision as one party and a public official or public employee as the other party, concerning his expense, reimbursement, salary, wage, retirement or other benefit, tenure or other matters in consideration of his current public employment with the Commonwealth or a political subdivision. 65 Pa.C.S. § 1102. Section 1103(f) does not operate to make contracting with the governmental body permissible where it is otherwise prohibited. Rather, where a public official /public employee, his spouse or child, or a business with which he, his spouse or child is associated, is otherwise appropriately contracting with the governmental body, or subcontracting with any person who has been awarded a contract with the Staniszewski, 07 -571 August 17, 2007 Page 5 governmental body, in an amount of $500.00 or more, Section 1103(f) requires that an "open and public process" be observed as to the contract with the governmental body. Pursuant to Section 1103(f), an "open and public process" includes: (1) prior public notice of the employment or contracting possibility; (2) sufficient time for a reasonable and prudent competitor /applicant to be able to prepare and present an application or proposal; (3) public disclosure of all applications or proposals considered; and (4) public disclosure of the contract awarded and offered and accepted. Section 1103(f) of the Ethics Act also requires that the public official /employee may not have any supervisory or overall responsibility as to the implementation or administration of the contract with the governmental body. In applying the above provisions of the Ethics Act to your inquiry, it is noted that Section 1103(a) of the Ethics Act pertaining to conflicts of interest does not prohibit public officials /public employees from having outside business activities or employment; however, the public official /public employee may not use the authority of his public position - -or confidential information obtained by being in that position- -for the advancement of his own private pecuniary benefit or that of a business with which he is associated. Pancoe, Opinion 89 -011. Examples of conduct that would be prohibited under Section 1103(a) would include: (1) the pursuit of a private business opportunity in the course of public action, Metrick, Order 1037; (2) the use of governmental facilities, such as governmental telephones, postage, equipment, research materials, or other property, or the use of governmental personnel, to conduct private business activities, Freind, Order 800; Pancoe, supra; and (3) the participation in an official capacity as to matters involving the business with which the public official /public employee is associated in his private capacity (Gorman, Order 1041; Rembold, Order 1303; Wilcox, Order 1306), or private customer(s) /client(s) (Miller, Opinion 89 -024; Kannebecker, Opinion 92- 10). You are advised that under the submitted facts, the Chamber would be considered a "business" as that term is defined in the Ethics Act. Based upon prior rulings of the State Ethics Commission, the submitted fact that the Chamber is a non- profit corporation would not disqualify it from being encompassed within the aforesaid definition of "business." See, Soltis - Sparano, Order 1045; McConahy, Opinion 96 -006. The State Ethics Commission is aware of the ruling of the Supreme Court of Pennsylvania in In re Nomination Petition of Carroll, 586 Pa. 624, 896 A.2d 566 (2006). In Carroll, in the narrow context of a challenge to a candidate's nomination petition, the Supreme Court held that a candidate's omission from his Statement of Financial Interests of his presidency of a non - profit corporation from which he received no compensation was not a fatal defect to his nomination petition. In reaching this conclusion, the Court reviewed the definition of the term "business" as set forth in the Ethics Act. (See, definition of the term "business" set forth above). The Court noted that the "organized for profit" reference at the end of the definition was subject to two possible interpretations —an interpretation that would construe the reference as modifying all preceding forms of business listed in the definition (such that only for - profit entities would qualify as "businesses ") and another interpretation that would construe it as applying only to the last antecedent example (such that non - profit entities would qualify as "businesses "). Having apparently been erroneously informed that the State Ethics Commission had no rulings as to whether non - profit entities would be considered "businesses" under the Ethics Act, the Court construed the definition in the way most favorable to the candidate, such that the Staniszewski, 07 -571 August 17, 2007 Page 6 candidate was viewed as not having been required to list his presidency of the non- profit corporation on his Statement of Financial Interests. Contrary to the inaccurate information that was apparently supplied to the Supreme Court in the Carroll case, the Commission has long held that a non - profit corporation is a "business" as that term is defined in the Ethics Act. In Soltis - Sparano, Order 1045 (decided in 1997) the Commission specifically interpreted the language at the end of the definition of the term "business" and concluded that: The word "or" is disjunctive, and furthermore, the repeated use of the word "any" precludes any interpretation that the final phrase "legal entity organized for profit" modifies the initial word "corporation:" Any corporation, ... or any legal entity organized for profit." The clear and unambiguous statutory language is that any corporation, including a non - profit corporation, is a "business." Soltis - Sparano, Order 1045, at 31. The following are additional decisions in which the Commission has held that a non - profit corporation is a "business" within the meaning of that term as defined by the Ethics Act: Confidential Opinion, 89 -007 (decided in 1989); McConahy, Opinion 96 -006 (decided in 1996); Maduka, Order 1277 (decided in 2003). In reviewing Carroll, supra, the State Ethics Commission has stated that challenges to candidate nomination petitions involve unique considerations, and that at this time, there is no indication that the Supreme Court's ruling in the Carroll case would have any applicability outside the scope of election - related challenges. Kravetsky, Order 1420. In the instant matter, which is not an election - related case, the necessary conclusion under the aforementioned Commission rulings is that the Chamber would qualify as a "business" under the Ethics Act. Given that you serve as an executive board member for the Chamber, the Chamber is a business with which you are associated. Pursuant to Section 1103(a) of the Ethics Act, in your public capacity as a City Councilman, you would generally have a conflict of interest in matters that would financially impact the Chamber. You would specifically be prohibited from using the authority of your public position as a City Councilman, or confidential information received by being a City Councilman, for the private pecuniary benefit of the Chamber. In each instance of a conflict of interest, you would be required to abstain fully from participation (including but not limited to voting) and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. Having established the above general principles, your specific inquiries shall be addressed. In response to your first specific inquiry, you are advised as follows. Pursuant to Section 1103(a) of the Ethics Act, you would have a conflict of interest as a City Councilman as to matters pertaining to the proposed lease agreement between the Chamber and the City. In each instance of a conflict of interest, you would be required to abstain fully from participation (including but not limited to voting) and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. Turning to Section 1103(f) of the Ethics Act, the requirements of Section 1103(f) would have to be observed whenever applicable. You are advised that a lease agreement between the City and the Chamber for office space would constitute a "contract" as that term is defined in the Ethics Act. Therefore, if a lease agreement Staniszewski, 07 -571 August 17, 2007 Page 7 between the City and the Chamber would be valued at $500 or more, the requirements of Section 1103) of the Ethics Act would have to be observed. In response to your second specific inquiry, you are advised as follows. To the extent that the proposed cooperation agreement between the City and the Chamber would result in a financial benefit to the Chamber —for example, by paying expenses that the Chamber would otherwise pay —you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters pertaining to said cooperation agreement, even if such financial benefit would not be considered a "profit." In each instance of a conflict of interest, you would be required to abstain fully from participation (including but not limited to voting) and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. In response to your third specific inquiry, you are advised as follows. To the extent that the proposed transfer /donation to the Chamber of monies collected by the City for an upcoming festival would result in a financial benefit to the Chamber —for example, by paying expenses that the Chamber would otherwise pay —you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters pertaining to said transfer /donation of monies to the Chamber, even if such financial benefit would not be considered a "profit." In each instance of a conflict of interest, you would be required to abstain fully from participation (including but not limited to voting) and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. The propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the Third Class City Code. Conclusion: As a City Councilman for the City of Washington ( "City "), you are a public official subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq. The City of Washington Chamber of Commerce ("Chamber"), for which you serve as an executive board member, is a business with which you are associated. Pursuant to Section 1103(a) of the Ethics Act, in your public capacity as a City Councilman, you would generally have a conflict of interest in matters that would financially impact the Chamber. You would have a conflict of interest as a City Councilman as to matters pertaining to a proposed lease agreement between the City and the Chamber for an office located in City Hall. To the extent that a proposed cooperation agreement between the City and the Chamber would result in a financial benefit to the Chamber — for example, by paying expenses that the Chamber would otherwise pay —you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters pertaining to said cooperation agreement, even if such financial benefit would not be considered a "profit." To the extent that a proposed transfer /donation to the Chamber of monies collected by the City for an upcoming festival would result in a financial benefit to the Chamber —for example, by paying expenses that the Chamber would otherwise pay —you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters pertaining to said transfer /donation of monies to the Chamber, even if such financial benefit would not be considered a "profit." In each instance of a conflict of interest, you would be required to abstain fully from participation (including but not limited to voting) and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. The requirements of Section 1103(f) of the Ethics Act would have to be observed whenever applicable. A lease agreement between the City and the Chamber for office space would constitute a "contract" as that term is defined in the Ethics Act. If a lease Staniszewski, 07 -571 August 17, 2007 Page 8 agreement between the City and the Chamber would be valued at $500 or more, the requirements of Section 1103(f) of the Ethics Act would have to be observed. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Pursuant to Section 1107(11), an Advice is a complete defense in any enforcement proceeding initiated by the Commission, and evidence of good faith conduct in any other civil or criminal proceeding, provided the requester has disclosed truthfully all the material facts and committed the acts complained of in reliance on the Advice given. This letter is a public record and will be made available as such. Finally, if you disagree with this Advice or if you have any reason to challenge same, you may appeal the Advice to the full Commission. A personal appearance before the Commission will be scheduled and a formal Opinion will be issued by the Commission. Any such appeal must be in writing and must be actually received at the Commission within thirty (30) days of the date of this Advice pursuant to 51 Pa. Code § 13.2(h). The appeal may be received at the Commission by hand delivery, United States mail, delivery service, or by FAX transmission (717 - 787 - 0806). Failure to file such an appeal at the Commission within thirty (30) days may result in the dismissal of the appeal. Sincerely, Robin M. Hittie Chief Counsel