HomeMy WebLinkAbout01447 DALEYIn Re: Joseph Daley,
Respondent
File Docket:
X -ref:
Date Decided:
Date Mailed:
Before: Louis W. Fryman, Chair
John J. Bolger, Vice Chair
Donald M. McCurdy
Paul M. Henry
Raquel K. Bergen
Nicholas A. Colafella
Reverend Scott Pilarz
06 -069
Order No. 1447
10/23/07
11/7/07
This is a final adjudication of the State Ethics Commission.
Procedurally, the Investigative Division of the State Ethics Commission conducted
an investigation regarding a possible violation of the Public Official and Employee Ethics
Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq., by the above -named Respondent. At the
commencement of its investigation, the Investigative Division served upon Respondent
written notice of the specific allegations. Upon completion of its investigation, the
Investigative Division issued and served upon Respondent a Findings Report identified as
an "Investigative Complaint." An Answer was not filed and a hearing was waived. A
Stipulation of Findings and a Consent Agreement were subsequently submitted by the
parties to the Commission for consideration. The Stipulation of Findings is quoted as the
Findings in this Order. The Consent Agreement has been approved.
This adjudication of the State Ethics Commission is issued under the Ethics Act and
will be made available as a public document thirty days after the mailing date noted above.
However, reconsideration may be requested. Any reconsideration request must be
received at this Commission within thirty days of the mailing date and must include a
detailed explanation of the reasons as to why reconsideration should be granted in
conformity with 51 Pa. Code § 21.29(b). A request for reconsideration will not affect the
finality of this adjudication but will defer its public release pending action on the request by
the Commission.
The files in this case will remain confidential in accordance with the Ethics Act. Any
person who violates such confidentiality commits a misdemeanor and, upon conviction,
may be subject to a fine of not more than $1,000 or imprisonment for not more than one
year. Confidentiality does not preclude discussing this case with an attorney at law.
Daley, 06 -069
Page 2
I. ALLEGATIONS:
That Joseph Daley, a public official /public employee in his capacity as a Member
and President of Council of Archbald Borough, Lackawanna County, violated Sections
1103(a), 1104(a) and 1105(b)(5) of the State Ethics Act (Act 93 of 1998), 65 Pa.C.S.
§ §1103(a), 1104(a) and 1105(b)(5) when he used the authority of his office for a private
pecuniary gain by, including but not limited to, participating in actions and deliberations of
council to authorize his inclusion in a borough paid pension plan, funded in part, with
borough funds; when he failed to file a Statement of Financial Interests for the 2003
calendar year by May 1, 2004; and when he failed to disclose all sources of income in
excess of $1,300 on Statements of Financial Interests filed for the 2004 and 2005 calendar
years.
II. FINDINGS:
1. Joseph Daley has served as a member of the Archbald Borough Council since
January 5, 1988, and continues to serve into the present.
a. Prior to serving as a council member, Daley additionally served as Mayor for
the Borough of Archbald for twelve (12) years.
b. In both positions, Daley attended and participated in council meetings and
the overall operations of the borough, throughout his tenure.
2. The Borough Code establishes the maximum amount of compensation that a
council member can receive, based on the population of the borough. The
pertinent section reads:
a. "Councilmen may receive compensation to be fixed by ordinance at any time
and from time to time as follows: In boroughs with a population of less than
five thousand, a maximum of eighteen hundred seventy -five dollars ($1875)
a year; in boroughs with a population of five thousand or more but less than
ten thousand, a maximum of two thousand five hundred dollars ($2500) a
year."
53 P.S. §46001 (2006).
3. Archbald Borough operates by a seven member - strong council, weak mayor - form
of government.
a. According to the U.S. Census Bureau's 2000 Census, Archbald Borough has a
total population of 6,220.
b. Council members are compensated at an annual rate of $2,500.00 a year, as
per the Borough Code, based upon the population of the borough.
4. The Borough Code (53 P.S. § 46202 (37)) outlines the specific powers of the
borough [and] provides for the establishment of a pension plan for only employees
of a borough.
a. "OTHER INSURANCE...to contract with any such company, granting
annuities or pensions, for the pensioning of borough employes, or any class,
or classes thereof, and to agree to pay part [or] all of the premiums or
charges for carrying such contracts, and to appropriate moneys from the
borough treasury for such purposes."
5. Per the Borough Code, council members and other elected officials of a borough
with a population that exceeds 3,000 cannot serve as an employee of that borough.
Daley, 06 -069
Page 3
a. The Borough Code (53 P.S. § 46104) reads as follows:
No elected borough official of a borough with a population of 3,000 or more
may serve as an employe of [that] borough."
b. As outlined in finding 9, the Borough of Archbald's population is 6,220; as
such Council members and /or other elected officials are prohibited from
serving as employees of the Borough.
6. Prior to December 1991, the Borough of Archbald offered a pension plan
exclusively for uniformed employees of the borough.
a. Participants in the Uniformed Pension Plan included only members of the
Borough's Police Department.
b. The borough's uniformed pension plan was administered by ASCO
Financial, Inc.
7 On December 27, 1991, the Archbald Borough Council voted, during a regular
meeting, to adopt an ordinance providing for the establishment and regulation of a
pension plan for non - uniformed employees of the borough.
a. The purpose of establishing the plan, was to provide non - uniformed
employees of the Borough the opportunity to participate and receive a
Borough pension.
b. All present members of council, including Daley, voted in favor of adopting
the ordinance.
8. Archbald Borough ordinance number 16 -1991 of 1991, establishing the pension
plan for Non - Uniformed Employees, was adopted by the Borough and signed into
law on December 27, 1991.
a. The ordinance was signed by President of Council, Joseph Daley; attested
to by Secretary Leonard E. Hosie; and approved by Mayor James
McLaughlin.
b. Archbald Borough ordinance, number 16 -1991, reads as follows:
"A pension plan is hereby established for the non - uniformed employees of
the Borough of Archbald pursuant to and in compliance with the act of
December 18, 1984, P.L. 1005, No. 205, as amended; said plan shall be
under the direction of the borough council of the Borough of Archbald and
shall be applied and set forth under such regulations as council may
prescribe, said regulations being incorporated herein by reference. The
effective date of the pension plan established hereby shall be January 1,
1992."
c. Ordinance No. 16 -1991 is void of language regarding the inclusion of the
council members in the pension plan.
9. On January 1, 1992, the Archbald Borough Non - Uniformed Pension Plan
Agreement was entered into by the borough with plan trustees, Joseph Daley,
Harold McGee and William Roe.
a. The Archbald Borough Non - Uniformed Pension Plan is a single - employer
Budget Year
Meeting Date
Action
2001
6- Dec -00
Seconded Motion
2002
5- Dec -01
Seconded Motion
2003
4- Dec -02
Voted in Favor
2004
3- Dec -03
Voted in Favor
2005
1- Dec -04
Made Motion
2006
7- Dec -05
Voted in Favor
Daley, 06 -069
Page 4
defined contribution pension plan.
b. Eligible employees in the plan contribute at least 4% of their gross annual
compensation, which is matched by a Borough contribution of 4 %.
c. "Eligible employees" are defined in the plan as follows:
Any person who is employed by the Employer or Affiliated Employer, but
excludes any person who is an independent contractor. Employee shall
include Leased Employees within the meaning of Code Sections 414(n) (2)
and 414(0) (2) unless such Leased Employees are covered by a plan
described in Code Section 414(n) (5) and such Leased Employees do not
constitute more than 20% of the recipient's non - highly compensated work
force."
d. Employees of the borough were eligible to participate in the plan after six
months of service with the borough.
e. After a Borough employee completed six months of service, the Borough
notified those individuals of their eligibility to participate in the pension plan
in writing.
f. The pension plan established a vesting schedule where participants would
become fully vested after 5 years of service.
10. The Borough of Archbald automatically withdrew a participant's set contribution
from [the] Borough- issued compensation or payroll checks.
11. In conjunction with the participant's contributions, the borough began to make
contributions on a yearly basis to the plan in the form of a Minimum Municipal
Obligation (MMO).
a. The MMO is determined by the plan's actuary, who provides the information
to the Borough.
b. The MMO is approved by council on a yearly basis as part of the annual
budget.
12. Meeting minutes confirm that Daley voted in favor of paying the MMO, as part of the
annual budget, on a yearly basis from 2001 through 2006.
a.
13. During the meeting of September 19, 2001, the borough counci , including Daley,
voted to approve a resolution amending the borough's non - uniformed pension plan.
a. The resolution increased the employee and employer contribution for full -
time employees from 4% to 5 %.
Year
Daley contribution
Borough
contribution
2001
$100.00
$100.00
2002
$100.00
$100.00
2003
$100.10
$100.10
2004
$103.95
$103.95
2005
$100.10
$100.10
2006
$100.00
$100.09
Total
$604.15
$604.24
Daley, 06 -069
Page 5
b. The employee and employer contribution for non -full time employees
remained at 4 %.
c. The resolution contained wording which specifically included council
members and officers as employees of the borough.
1. "Whereas, the other non - uniform employees of the borough (council
members, officers, etc.) who are not full -time employees, shall
contribute 4% of their wages toward the retirement plan effective
January 1, 1999, employer will match the 4 %."
14. Newly elected /appointed council members and newly hired employees were notified
of the non - uniformed pension plan upon entering office or employment.
a. Eligible participant[s] were provided with an application upon being
employed or elected to the borough.
15. On November 21, 2001, during a meeting of the Archbald Borough Council, Daley
made a motion to adopt a resolution amending the vesting schedule of the non-
uniform pension plan.
a. The resolution amended the pension plan to provide for 100% vesting upon
entry into the plan, for all future and current plan participants.
b. This motion was approved with a unanimous vote.
c. This resolution was made so that council members and other elected
officials, who participated in the plan, could be fully vested even if they only
served one term.
16. Joseph Daley has participated in the non - uniform pension plan continuously since
its inception since the ordinance was amended on November 21, 2001, to include
elected officials.
a. Yearly contributions into the plan were made by Daley, and the Borough, at 4%
of Daley's gross compensation as a Borough Council Member.
b. From 1992 through 2006, Daley contributed a total of $1,357.11 of his Borough
Council Member compensation into the Borough's non - uniform pension plan.
17. From January 1, 2001, through December 31, 2006, Daley has contributed $604.15
of his annual gross compensation for service as a Borough Council Member into the
borough pension plan, to which the Borough contributed $604.24.
a. Daley's and the Borough's contributions into the plan are as follows:
Daley, 06 -069
Page 6
18. Borough Code (53 P. S. §46001) directs that the compensation of a Borough
Council Member may be set by ordinance and shall not exceed $2,500.00 per year
in boroughs [with] population[s] between 5,000 and less than 10,000. (See finding
#9).
a. Archbald Borough's population as of 2000 was 6,220.
19. Per the Borough Code (53 P.S. §46104) council members and other elected
officials of a borough with a population that exceeds 3,000 cannot serve as
[employees] of that borough.
a. Archbald Borough's population as of 2000 was 6,220.
20. Borough Code (53 P.S. §46202 (37)) directs that a borough may provide a pension
plan only for employees of the borough.
a. The position of Council Member is not a borough employee.
b. Daley, as a Council Member, could not be included in any pension plan.
21. At the time Daley voted on pension related ordinances, in his capacity as Borough
Council Member, he was also a member of the pension plan.
22. As a result of Daley's participation in the pension plan he received a pecuniary
benefit when he became a vested member in [the] pension plan, allowing him
access to a cash payout of his borough pension.
a. Daley's pension fund is the result of accumulated interests on funds
contributed by himself and the Borough into the pension plan.
b. Daley's pension fund is also comprised of funds contributed directly by
himself and the Borough into the pension plan.
23. At no time during his participation in the Borough Pension Plan was Daley an
employee of the Borough. (See 53 P.S. §46104).
24. Per the Borough Code (53 Pa. C.S. §46025)* Daley was ineligible to receive any
compensation, in excess of $2,500.00 per year, outside of that set by borough
ordinance.
a. Contributions by the Borough into a pension plan would be considered
compensation in excess of that allowed by the Borough Code.
* [sic] [The cited Section refers to the salary cap for a Borough Mayor. The parties
presumably intended to cite 53 Pa.C.S. § 46001, which would set the same
maximum amount of $2,500 for Daley's compensation as a Council Member.]
25. As of December 31, 2006, Daley's Borough Pension contained $4,207.65, of which
$1,357.11 was directly contributed by Daley.
26. Daley realized a private pecuniary gain of $2,850.54 ($4,207.65 - $1,357.11) as a
result of Borough contributions into the pension plan.
THE FOLLOWING FINDINGS RELATE TO THE ALLEGATIONS CONCERNING DALEY
FAILING TO FILE STATEMENTS OF FINANCIAL INTERESTS AND FILING DEFICIENT
STATEMENTS OF FINANCIAL INTERESTS.
Daley, 06 -069
Page 7
27. As a council member for the Borough of Archbald, Daley was required annually to
file a Statement of Financial Interest form by the May 1 deadline, containing
information for the prior calendar year.
28. Statement of Financial Interests forms on file with the Borough of Archbald [include]
the following filings by Daley:
a. Calendar year: 2002
Filed: March 1, 2003, on SEC form 01/03
Position: Councilman
Creditors: None
Direct or Indirect Sources of Income: Archibald [sic] Borough
All Other Financial Interests: None
b. Calendar year: 2003- No Form Filed
c. Calendar year: 2004
Filed: December 15, 2003, on SEC form 01/04
Position: Council Member
Creditors: None
Direct or Indirect Sources of Income: None
All Other Financial Interests: None
d. Calendar year: 2004
Filed: April 14, 2004, on SEC form 01/00
Position: Councilman
Creditors: None
Direct or Indirect Sources of Income: None
All Other Financial Interests: None
e. Calendar year: 2005
Filed: February 1, 2006, on SEC form: unknown
Position: Councilman
Creditors: None
Direct or Indirect Sources of Income: None
All Other Financial Interests: None
29. Daley failed to file a Statement of Financial Interests with the Borough of Archbald
for calendar year 2003 by May 1, 2004.
30. On January 4, 2007, Daley filed a Statement of Financial Interests form with the
State Ethics Commission for calendar year 2003, which contained the following
information:
a. Calendar year: 2003
Filed: January 4, 2007, on SEC form 01/07
Position: Council member
Creditors: None
Direct /Indirect Sources of Income: Archbald Borough
Prudential Ins. Co.
All Other Financial Interests: Moses Taylor /Mid - Valley Hospital Board
31. Daley did not disclose income received from his position with the Borough of
Archbald on SFIs filed for the 2004 and 2005 calendar years.
32. Daley received income in excess of $1,300 from the borough annually from 2002
through 2005.
Daley, 06 -069
Page 8
33. On January 4, 2007, Daley filed amended Statements of Financial Interests forms
with the State Ethics Commission which disclosed the Borough of Archbald as a
direct source of income.
34. Amended Statements of Financial Interests forms filed with the State Ethics
Commission include the following information:
a. Calendar year: 2004
Filed: January 4, 2007, on SEC form 01/07
Position: Council member
Creditors: None
Direct /Indirect Sources of Income: Archbald Borough
Prudential Ins. Co
All Other Financial Interests: None
b. Calendar year: 2005
Filed: January 4, 2007, on SEC form 01/07
Position: Council member
Creditors: None
Direct /Indirect Sources of Income: Archbald Borough
Prudential Ins. Co
All Other Financial Interests: None
III. DISCUSSION:
Respondent Joseph Daley (hereinafter also referred to as "Respondent" or "Daley "),
as a Council member for Archbald Borough (also referred to herein as "Archbald" or
"Borough ") from January 5, 1988, to the present, has at all times relevant to these
proceedings been 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 allegations are that Daley violated Sections 1103(a), 1104(a) and 1105(b)(5) of
the Ethics Act when he used the authority of his office for a private pecuniary gain when he
participated in actions and deliberations of the Archbald Borough Council to authorize his
inclusion in a Borough pension plan funded in part with Borough funds; when he failed to
file a Statement of Financial Interests for the 2003 calendar year by May 1, 2004; and
when he failed to disclose all sources of income in excess of $1,300 on Statements of
Financial Interests filed for the 2004 and 2005 calendar years.
Pursuant to Section 1103(a) of the Ethics Act, a public official /public employee is
prohibited from engaging in conduct that constitutes a conflict of interest:
§ 1103. Restricted Activities
(a) Conflict of interest. —No public official or public
employee shall engage in conduct that constitutes a conflict of
interest.
65 Pa.C.S. § 1103(a).
The term "conflict of interest" is 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
Daley, 06 -069
Page 9
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.
65 Pa. C. S. § 1102.
Section 1103(a) of the Ethics Act prohibits a public official /public employee from
using the authority of public office /public 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.
Section 1104(a) of the Ethics Act provides that each public official /public employee
must file a Statement of Financial Interests for the preceding calendar year, each year that
he holds the position and the year after he leaves it.
Section 1105(b)(5) of the Ethics Act requires the filer to disclose on the Statement
of Financial Interests the name and address of any direct or indirect source of income
totaling in the aggregate $1,300 or more.
As noted above, the parties have submitted a Consent Agreement and Stipulation of
Findings. The parties' Stipulated Findings are reproduced above as the Findings of this
Commission. We shall now summarize the relevant facts as contained therein.
Joseph Daley has served as a member of the Archbald Borough Council from
January 5, 1988 to the present. Prior to serving as a Council member, Daley served as
Archbald Borough Mayor for twelve years. Archbald Borough Council has seven members
and operates by a "strong council, weak mayor" form of government. As of the year 2000,
Archbald Borough had a total population of 6,220.
Pursuant to the Borough Code, compensation for borough council members is fixed
by ordinance. For boroughs with populations of five thousand or more but less than ten
thousand, the Borough Code sets maximum compensation for borough council members at
$2,500 per year. 53 P.S. § 46001. Archbald Borough Council members receive
compensation in the maximum amount of $2,500 per year.
Pursuant to the Borough Code, elected officials of a borough with a population of
3,000 or more cannot serve as borough employees. 53 P.S. § 46104. As an Archbald
Borough Council member, Daley could not be a Borough employee.
The Borough Code authorizes boroughs to establish pension plans for borough
employees. 53 P.S. § 46202 (37). Prior to December 1991, Archbald Borough offered a
pension plan, administered by ASCO Financial, Inc., which was only available to uniformed
Borough employees. The only participants in this pension plan were members of the
Borough Police Department.
At its December 27, 1991, regular meeting, the Archbald Borough Council, including
Daley, voted to adopt an ordinance providing for the establishment and regulation of a
pension plan for non - uniformed Borough employees. This ordinance was signed into law
Daley, 06 -069
Page 10
by Respondent Daley as President of Archbald Borough Council. This ordinance, which
does not specifically address the eligibility of Borough Council members to participate in
the pension plan, provides as follows:
A pension plan is hereby established for the non - uniformed employees of the
Borough of Archbald pursuant to and in compliance with the act of December
18, 1984, P.L. 1005, No. 205, as amended; said plan shall be under the
direction of the borough council of the Borough of Archbald and shall be
applied and set forth under such regulations as council may prescribe, said
regulations being incorporated herein by reference. The effective date of the
pension plan established hereby shall be January 1, 1992.
Archbald Borough Ordinance No. 16 -1991 of 1991.
On January 1, 1992, Archbald Borough entered into the "Archbald Borough Non -
Uniformed Pension Plan Agreement," establishing the Archbald Borough Non - Uniformed
Pension Plan ( "the Plan "). The Plan is a single - employer defined contribution pension
plan, where participants in the Plan contribute at least 4% of their gross annual
compensation which is matched by a Borough contribution of 4 %. Respondent Daley
served as one of the Plan trustees.
The Plan was available to eligible employees who had worked for the Borough for
six months. The Plan defined "eligible employees" as follows:
Any person who is employed by the Employer or Affiliated Employer, but
excludes any person who is an independent contractor. Employee shall
include Leased Employees within the meaning of Code Sections 414(n) (2)
and 414(0) (2) unless such Leased Employees are covered by a plan
described in Code Section 414(n) (5) and such Leased Employees do not
constitute more than 20% of the recipient's non - highly compensated work
force.
After six months of Borough employment, eligible employees were notified in writing
of their eligibility to participate in the Plan. For an eligible employee who chose to
participate ( "participant "), the Borough automatically withdrew a set contribution from the
participant's Borough- issued compensation or payroll checks. Participants in the Plan
became fully vested after 5 years of Borough service.
The Borough made yearly contributions to the Plan in the form of a Minimum
Municipal Obligation ( "MMO "). The MMO was determined by the Plan's Actuary, who
provided the information to the Borough. The Borough Council approved the MMO on a
yearly basis as part of the annual Borough budget. Daley voted in favor of paying the MMO
as part of the annual budget on a yearly basis from 2001 through 2006.
At its September 19, 2001, meeting, the Borough Council, including Daley, voted to
approve a resolution amending the Plan to specifically include Borough Council members
and Borough Officers as "employees" of the Borough for purposes of eligibility in the Plan:
Whereas, the other non - uniform employees of the borough (council
members, officers, etc.) who are not full -time employees, shall contribute 4%
of their wages toward the retirement plan effective January 1, 1999,
employer will match the 4 %.
This resolution also increased the employee and employer contribution for full time
employees in the Plan from 4% to 5% but did not change the employee and employer
contribution for non -full time employees.
Daley, 06 -069
Page 11
Newly elected or appointed Council members and newly hired employees were
notified of the availability of the Plan and provided with an application upon entering office
or beginning employment.
At the November 21, 2001, Borough Council meeting, Daley moved to adopt a
resolution amending the vesting provisions of the Plan to provide for 100% vesting upon
entry into the Plan for all current and future Plan participants. This motion was approved
by unanimous vote of the Borough Council. The purpose of this resolution was to ensure
that Council members and other elected Borough Officials could be fully vested after
serving just one term of office.
Daley participated in the Plan since its inception. Daley made yearly contributions to
the Plan at the rate of 4% of his gross compensation as a Borough Council member. From
1992 through 2006, Daley contributed a total of $1,357.11 to the Plan. From January 1,
2001, through December 31, 2006, Daley contributed $604.15 of his gross annual
compensation as Borough Council member to the Plan, and the Borough contributed
$604.24 to the Plan on his behalf. As of December 31, 2006, Daley had accumulated
$4,207.65 in the Plan through his own contributions of $1,357.11, Borough contributions,
and accrued interest. The parties have stipulated that Daley realized a total private
pecuniary gain of $2,850.54, calculated as $4,207.65 less $1,357.11.
As a Borough Council member, Daley was required to annually file a Statement of
Financial Interests ( "SFI ") by May 1, disclosing information for the prior year. For calendar
years 2002 through 2005, Daley received income from the Borough in excess of $1,300
annually, such that Daley was required to disclose the Borough as a source of income on
SFIs filed for those calendar years.
Daley timely filed an SFI for calendar year 2002, listing the Borough as a source of
income. Daley failed to file an SFI for calendar year 2003. Daley filed two SFIs for calendar
year 2004 prior to the May 1, 2005, filing deadline. Both SFIs for calendar year 2004 failed
to list the Borough as a source of income. Daley filed an SFI for calendar year 2005 on
February 1, 2006, which SFI failed to list the Borough as a source of income.
On January 4, 2007, Daley filed with this Commission an SFI for calendar year 2003
and amended SFIs for calendar years 2004 and 2005, disclosing Archbald Borough as a
source of income on each form.
Having highlighted the Stipulated Findings and issues before us, we shall now apply
the Ethics Act to determine the proper disposition of this case.
The parties' Consent Agreement sets forth a proposed resolution of the allegations:
3. The Investigative Division will recommend the following in relation to
the above allegations:
a. That an unintentional violation of Section 1103(a) of the Public
Official and Employee Ethics Law, 65 Pa.C.S. § 1103(a)
occurred in relation to Daley participating in actions and
deliberations of council to authorize his inclusion in a borough
paid pension plan, funded in part, by borough funds.
b. That a violation of Section 1104(a) of the Public Official and
Employee Ethics Law, 65 Pa.C.S. §1104(a) occurred in
relation to Daley failing to file a Statement of Financial
Interests for the 2003 calendar year by May 1, 2004.
c. That a technical violation of Section 1105(b)(5) of the Public
Daley, 06 -069
Page 12
Official and Employee Ethics Law, 65 Pa.C.S. § 1105(b)(5)
occurred in relation to Daley failing to disclose Archbald
Borough as a source of income in excess of $1,300 on
Statements of Financial Interests for calendar years 2004 and
2005.
4. Daley agrees to make payment in the amount of $2,850.54 in
settlement of this matter payable to the Commonwealth of
Pennsylvania and forwarded to the Pennsylvania State Ethics
Commission within thirty (30) days of the issuance of the final
adjudication in this matter.
5. The Investigative Division will recommend that the State Ethics
Commission take no further action in this matter; and make no
specific recommendations to any law enforcement or other authority
to take action in this matter. Such, however, does not prohibit the
Commission from initiating appropriate enforcement actions in the
event of Respondent's failure to comply with this agreement or the
Commission's order or cooperating with any other authority who may
so choose to review this matter further.
Consent Agreement, at 2.
In considering the Consent Agreement, it is clear that the elements for the
recommended unintentional violation of Section 1103(a) of the Ethics Act have been
established.
Daley initially used the authority of his public office as a Borough Council member
by voting to establish the Plan for non - uniformed employees of the Borough and entering
the Plan as a member. These particular actions occurred in 1991 and 1992 and may not
form the basis for an alleged violation in this matter due to the passage of time. (See,
limitations provision of the Ethics Act, 65 Pa.C.S. § 1108(m).)
In September 2001, Daley voted to approve a resolution increasing the employee
and employer contribution for full -time employees from 4% to 5% and specifically including
Council members and Officers as employees of the Borough for purposes of eligibility in
the Plan.
During the time period of November 2001 through 2006, Daley used the authority of
office by: (1) continuing to unlawfully participate in the Plan; (2) making a motion,
seconding a motion, or voting on a yearly basis to have the Borough pay the MMO for the
Plan in which Daley participated; and (3) making a motion and voting to adopt a resolution
amending the Plan vesting schedule to provide for 100% vesting upon entry into the Plan
for both future and current Plan participants. But for his position as Borough Council
member, Daley would not have been able to take the aforesaid actions. Such actions
resulted in a private pecuniary benefit to Daley, consisting of Borough contributions made
to the Plan on Daley's behalf and accrued interest, received in contravention of the
Borough Code.
As noted above, the Borough Code provides that a borough may provide a pension
plan for borough employees. 53 P.S. § 46202 (37). Elected borough council members and
other elected officials in a borough with a population of 3,000 or more cannot serve as
employees of the borough. 53 P.S. § 46104. As a Borough Council member, Daley was
not, and could not be, a Borough employee during the time that he participated in the Plan.
Therefore, Daley could not lawfully participate in the Plan.
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Per the Borough Code, Daley's compensation as Borough Council member could
not exceed $2,500 per year. 53 P.S. § 46001. Contributions by the Borough to the Plan on
Daley's behalf were in excess of his $2,500 yearly Borough compensation. Such excess
compensation was unauthorized in law.
Intent is not a requisite element for a violation of Section 1103(a) of the Ethics Act.
See, e.q., Yocabet v. State Ethics Commission, 531 A.2d 536 (Pa. Cmwlth. 1987).
Nevertheless, we find that the aforesaid violation was unintentional. Based upon the facts
as stipulated by the parties, it would appear that Daley reasonably believed that he was
entitled to participate in the Plan. Despite Daley's lack of intent to violate the Ethics Act,
Daley did in fact use the authority of his public office for his own private pecuniary benefit,
necessitating our conclusion that an unintentional violation of Section 1103(a) of the Ethics
Act occurred.
Therefore, we agree with the parties that an unintentional violation of Section
1103(a) of the Ethics Act occurred in relation to Daley participating in actions and
deliberations of Borough Council to authorize his inclusion in the Plan which was funded in
part by Borough funds.
Turning to the recommended violations of Section 1104(a) and 1105(b)(5) of the
Ethics Act, the parties have stipulated that Daley failed to file a Statement of Financial
Interests with the Borough for calendar year 2003 by May 1, 2004. Daley was required to
file a Statement of Financial Interests for calendar year 2003 in his position as Council
member. The parties have also stipulated that Daley's Statements of Financial Interests for
calendar years 2004 and 2005 failed to disclose income in excess of $1,300 each year,
received from the Borough as a result of his position as a Council member.
Accordingly, we hold that a violation of Section 1104(a) of the Ethics Act occurred in
relation to Daley failing to file a Statement of Financial Interests with the Borough for
calendar year 2003 by May 1, 2004.
We further hold that a technical violation of Section 1105(b)(5) of the Ethics Act
occurred in relation to Daley failing to disclose Archbald Borough as a source of income in
excess of $1,300 on Statements of Financial Interests for calendar years 2004 and 2005.
Daley has also agreed to make payment in the amount of $2,850.54 in settlement of
this matter. With respect to the amount of the payment, although some portion of the
agreed -upon private pecuniary gain was contributed to the Plan more than five years prior
to the Investigative Division's investigation of this matter (see, 65 Pa.C.S. § 1108(m)), the
parties have agreed that an appropriate resolution of this matter would be for Daley to pay
the aforesaid amount which appears to represent the entire amount of the private
pecuniary gain. We accept the terms of the Consent Agreement as negotiated by the
parties with benefit of legal counsel.
We determine that the Consent Agreement submitted by the parties sets forth the
proper disposition for this case, based upon our review as reflected in the above analysis
and the totality of the facts and circumstances. Per the Consent Agreement, we direct
Daley to make payment in the amount of $2,850.54, payable to the Commonwealth of
Pennsylvania and forwarded to this Commission within thirty (30) days of the issuance of
this Order. Compliance with the foregoing will result in the closing of this case with no
further action by this Commission. Noncompliance will result in the institution of an order
enforcement action.
IV. CONCLUSIONS OF LAW:
1. Joseph Daley ( "Daley "), as a Council member for Archbald Borough ( "Borough ")
from January 5, 1988 to the present, has at all times relevant to these proceedings
Daley, 06 -069
Page 14
been a public official subject to the provisions of the Public Official and Employee
Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq.
2. Daley unintentionally violated Section 1103(a) of the Ethics Act when he, as a
Borough Council member, participated in actions and deliberations of Borough
Council to authorize his inclusion in a Borough -paid Non - Uniformed Pension Plan,
funded in part by Borough funds.
3. Daley violated Section 1104(a) of the Ethics Act when he, as a Borough Council
member, failed to file a Statement of Financial Interests with the Borough for
calendar year 2003 by May 1, 2004.
4. Daley technically violated Section 1105(b)(5) of the Ethics Act when he, as a
Borough Council member, failed to disclose Archbald Borough as a source of
income in excess of $1,300 on Statements of Financial Interests for calendar years
2004 and 2005.
In Re: Joseph Daley,
Respondent
ORDER NO. 1447
File Docket: 06 -069
Date Decided: 10/23/07
Date Mailed: 11/7/07
1 Respondent Joseph Daley ( "Daley "), a public official in his capacity as a Council
member for Archbald Borough ( "Borough ") from January 5, 1988 to the present,
unintentionally violated Section 1103(a) of the Ethics Act when he participated in
actions and deliberations of Borough Council to authorize his inclusion in a
Borough -paid Non - Uniformed Pension Plan, funded in part by Borough funds.
2. Daley violated Section 1104(a) of the Ethics Act when he, as a Borough Council
member, failed to file a Statement of Financial Interests with the Borough for
calendar year 2003 by May 1, 2004.
3. Daley technically violated Section 1105(b)(5) of the Ethics Act when he, as a
Borough Council member, failed to disclose Archbald Borough as a source of
income in excess of $1,300 on Statements of Financial Interests for calendar years
2004 and 2005.
4. Per the Consent Agreement of the parties, Daley is directed to make payment in the
amount of $2,850.54, payable to the Commonwealth of Pennsylvania and forwarded
to the Pennsylvania State Ethics Commission within thirty (30) days of the issuance
of this Order.
5. Compliance with paragraph 4 above will result in the closing of this case with no
further action by this Commission; non - compliance will result in the institution of an
order enforcement action.
BY THE COMMISSION,
Louis W. Fryman, Chair