HomeMy WebLinkAbout08-546 CareyAlan S. Carey
60 Municipal Road
Hanover, PA 17331
Dear Mr. Carey:
ADVICE OF COUNSEL
April 30, 2008
08 -546
This responds to your letter of March 24, 2008, by which you requested an
advisory from the Pennsylvania State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65
Pa. .S. § 1101 et seq., would present any prohibitions or restrictions upon a township
supervisor, who in his private capacity leases a property to a joint police commission
that governs a regional police department formed by the township and two other
municipalities pursuant to an agreement for joint police services, with regard to: (1)
participating in the formal negotiations and vote on the approval of a new labor contract
between said joint police commission and the regional police association; or (2)
participating in and voting on the potential termination or renegotiation of the aforesaid
agreement for joint police services.
Facts: As an elected member of the Board of Supervisors of Berwick Township,
( "the Township "), located in Adams County, Pennsylvania, you request an advisory from
the Pennsylvania State Ethics Commission based upon submitted facts that may be
fairly summarized as follows.
The Township is a member of the Eastern Adams Regional Police Department
"EARP "). EARP is governed by the Eastern Adams Regional Police Commission
"Police Commission "), which body was established by an Agreement for Joint Police
ervices (hereinafter referred to as the Agreement") entered into by the Township and
two other municipalities, Oxford Township and New Oxford Borough.
You note that pursuant to Section 3 of the Agreement, the Agreement continues
indefinitely unless terminated: (1) by the consent of the member municipalities; (2) by
unanimous vote if at any time there is no labor agreement; or (3) after 10 years by one
member municipality giving notice of the intent to terminate the Agreement. You have
submitted an unexecuted copy of the Agreement, which is incorporated herein by
reference.
Carey, 08 -546
April 30, 2008
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It is administratively noted that you previously obtained an Advice of Counsel,
Carey, Advice 04 -589, issued August 31, 2004, which Advice of Counsel concluded, in
part:
Conditioned upon the assumptions that: (1) there would be
no improper understandings under Section 1103(b) /Section
1103(c) of the Ethics Act, and (2) you would not use your
public position as a Township Supervisor to advance your
private business dealings, the Ethics Act would not prohibit
you from acting in a purely private capacity to enter into a
lease agreement with the Police Commission established by
the Township, Oxford Township and New Oxford Borough.
Given that there is a reasonable and legitimate expectation
that a business relationship will form between you and the
Police Commission, you would generally have a conflict of
interest under Section 1103(a) of the Ethics Act as to
matters before the Township involving the Police
Commission or the Eastern Adams Regional Police
Department ( "EARP "). You would specifically have a conflict
of interest in matters before you as a Township Supervisor
pertaining to the lease of facilities by the Police Commission.
Any payment(s) or contribution(s) by the Township to the
Police Commission would present a conflict of interest for
you to the extent they would impact upon the Police
Commission's ability to rent your facility or to pay rent for
your facility....
Carey, Advice 04 -589 at 6 (Emphasis in the original).
You state that you entered into a formal lease agreement (hereinafter referred to
as the Lease Agreement ") with the Police Commission for a property that currently
serves as the headquarters for EARP. You further state that pursuant to Advice 04 -589,
you have abstained from voting in matters involving the Police Commission and EARP
and have made the applicable disclosures for such abstentions.
At present, there is a labor contract between the Police Commission and the
Eastern Adams Regional Police Association ( "Police Association "). The labor contract
is scheduled to expire on December 31, 2009. You anticipate that prior to the expiration
of the current labor contract, the Police Commission will negotiate with the Police
Association for a new labor contract. You state that while the Police Commission and
the Police Association would be the specific parties to such a contract, the member
municipalities of EARP, including the Township, could discuss certain provisions during
the negotiation period and ultimately vote with regard to a final negotiated labor
contract.
Based upon the above submitted facts, you pose the following specific inquiries:
1. Whether you would be permitted to participate in the formal negotiations
and vote on the approval of a new labor contract between the Police
Commission and the Police Association; and
2. Whether you would be permitted to participate in and vote on the potential
termination or renegotiation of the Agreement.
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
Carey, 08 -546
April 30, 2008
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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.
As a Township Supervisor, you are a public official 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
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 that relate to Section 1103(a) 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
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April 30, 2008
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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.
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.
In each instance of a conflict of interest, the public official /public employee would
be required to abstain fully from participation. The abstention requirement would not be
limited merely to voting, but would extend 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.
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.
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.
If a business with which the public official /public employee is associated or a
private customer /client would have a matter pending before the governmental body, the
public official /public employee would generally have a conflict of interest as to such
matter. Kannebecker, Opinion 92 -010; Miller, Opinion 89 -024. Although a pecuniary
benefit flowing solely to a governmental body would not form the basis for a conflict of
interest under Section 1103(a) of the Ethics Act (see, Confidential Opinion, 01 -005;
McCarrier, Opinion 98 -008; Warso, Order 974), where a governmental body or political
subdivision would be a client of the public official /public employee, or a client of a
business with which the public official /public employee is associated, such client
relationship itself would form the basis for a conflict of interest in matters involving the
client. Cf., Kannebecker, supra; Brueninq, Advice 02 -606.
In applying the above provisions of the Ethics Act to the instant matter, you are
advised that due to your business relationship with the Police Commission, generally
you would have a conflict of interest pursuant to Section 1103(a) of the Ethics Act in
matters before the Township Board of Supervisors that would financially impact the
Police Commission. Cf., Kannebecker, supra; Brueninq, supra. In each instance of a
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April 30, 2008
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conflict of interest, you would be required to abstain fully from participation. The
abstention requirement would not be limited merely to voting, but would extend to any
use of authority of office including, but not limited to, discussing, conferring with others,
and lobbying for a particular result. Juliante, supra. In each instance of a voting
conflict, you would be required 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.
Having established the above general principles, your specific inquiries shall now
be addressed.
In response to your first specific inquiry, you are advised that you would have a
conflict of interest under Section 1103(a) of the Ethics Act with regard to participating in
the formal negotiations or vote on a new labor contract between the Police Commission
and the Police Association. Cf., Kannebecker, supra; Brueninq, supra. In each
instance of a conflict of interest, you would be required to abstain fully from participation
and in the instance of a voting conflict, to abstain fully and satisfy the disclosure
requirements of Section 1103(j) of the Ethics Act.
In response to your second specific inquiry, you are advised as follows. If you
would participate /vote in favor of terminating the Agreement, such action would not form
the basis for a conflict of interest under Section 1103(a) of the Ethics Act as long as any
financial impact upon you, a business with which you are associated, or the Police
Commission would be in the nature of a financial detriment. If you would
participate /vote in opposition to terminating the Agreement, your official actions would
form the basis for a conflict of interest under Section 1103(a) of the Ethics Act to the
extent that not terminating the Agreement would financially benefit you, a business with
which you are associated, or the Police Commission.
The submitted facts are insufficient to enable a conclusive determination as to
whether you would have a conflict of interest as to official action involving the
renegotiation of the Agreement. Therefore, this advisory must necessarily be limited to
providing the following general guidance as to that aspect of your inquiry. You would
have a conflict of interest under Section 1103(a) of the Ethics Act as to the renegotiation
of the Agreement if the renegotiation of the Agreement could financially impact you, a
business with which you are associated, or the Police Commission.
As noted above, in each instance of a conflict of interest, you would be required
to abstain fully from participation and in the instance of a voting conflict, to abstain fully
and satisfy the disclosure requirements of Section 1103(j) of the Ethics Act.
The ropriety of the proposed conduct has only been addressed under the Ethics
Act. Specifically not addressed herein is the applicability of the Second Class Township
Code.
Conclusion: As a Supervisor for Berwick Township ( "Township "), located in
Adams County, Pennsylvania, 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. Based
upon the submitted facts that: (1) The Township is a member of the Eastern Adams
Regional Police Department " ( ARP "); (2) EARP is governed by the Eastern Adams
Regional Police Commission ( "Police Commission "), which body was established by an
Agreement for Joint Police Services (hereinafter referred to as the Agreement ") entered
into by the Township and two other municipalities, Oxford Township and New Oxford
Borough; (3) at present, there is a labor contract between the Police Commission and
the Eastern Adams Regional Police Association "Police Association "), which labor
contract is scheduled to expire on December 31, 2009; (4) you anticipate that prior to
the expiration of the current labor contract, the Police Commission will negotiate with
the Police Association for a new labor contract; (5) the member municipalities of EARP,
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April 30, 2008
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including the Township, could discuss certain provisions during the negotiation period
and ultimately vote with regard to a final negotiated labor contract; and (6) you have a
formal lease agreement with the Police Commission for a property that currently serves
as the headquarters for EARP, you are advised as follows. Due to your business
relationship with the Police Commission, generally you would have a conflict of interest
pursuant to Section 1103(a) of the Ethics Act in matters before the Township Board of
Supervisors that would financially impact the Police Commission. You would have a
conflict of interest under Section 1103(a) of the Ethics Act with regard to participating in
the formal negotiations or vote on a new labor contract between the Police Commission
and the Police Association. If you would participate /vote in favor of terminating the
Agreement, such action would not form the basis for a conflict of interest under Section
1103(a) of the Ethics Act as long as any financial impact upon you, a business with
which you are associated, or the Police Commission would be in the nature of a
financial detriment. If you would participate /vote in opposition to terminating the
Agreement, your official actions would form the basis for a conflict of interest under
Section 1103(a) of the Ethics Act to the extent that not terminating the Agreement would
financially benefit you, a business with which you are associated, or the Police
Commission. You would have a conflict of interest under Section 1103(a) of the Ethics
Act as to the renegotiation of the Agreement if the renegotiation of the Agreement could
financially impact you, a business with which you are associated, or the Police
Commission. In each instance of a conflict of interest, you would be required to abstain
fully from participation and in the instance of a voting conflict, to abstain fully and satisfy
the disclosure requirements of Section 1103(j) of the Ethics Act.
Lastly, the propriety of the proposed conduct has only been addressed under the
Ethics Act.
Pursuant to Section 1107(11) of the Ethics Act, 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