HomeMy WebLinkAbout1511 SiddonsIn Re: James Siddons,
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
08 -038
Order No. 1511
4/30/09
5/15/09
This is a final adjudication of the State Ethics Commission.
Procedurally, the Investigative Division of the State Ethics Commission conducted
an investigation regarding possible violation(s) 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. A Stipulation of Findings and a
Consent Agreement waiving an evidentiary hearing were submitted by the parties to the
Commission for consideration. The Stipulated Findings are set forth 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.
Siddons, 08 -038
Page 2
I. ALLEGATIONS:
That James Siddons, a public official /public employee in his capacity as a Member
of Council of Archbald Borough, Lackawanna County, violated Section 1103(a) of the State
Ethics Act (Act 93 of 1998), 65 Pa.C.S. § 1103(a), when he used the authority of his public
position for a private pecuniary benefit to obtain compensation not provided for by law,
including but not limited to participating in actions of the Borough resulting in his
authorization to participate in a pension plan funded, in part, with Borough funds; and
when he voted to approve funds to be appropriated to the pension plan.
II. FINDINGS:
1. James Siddons served as a member of the Archbald Borough Council from January
5, 1988, through December 2007.
a. As such, Siddons attended and participated in council meetings and the
overall operations of the borough, throughout his tenure.
2. 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.
a. According to the U.S. Census Bureau's 2000 Census, Archbald Borough has
a total population of 6,220.
3. Archbald Borough operates by a seven member - strong council, weak mayor - form
of government.
4. The Borough Code, which outlines the specific powers of the borough, 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 employees, 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. The Borough Code provides that council members and other elected officials of a
borough with a population that exceeds 3,000 cannot serve as an employee of that
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.
Siddons, 08 -038
Page 3
b. All present members of council, including Siddons, 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
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
Siddons, 08 -038
Page 4
from [his or her] Borough- issued compensation or payroll checks.
11. During the meeting of September 19, 2001, the borough council, including Siddons,
voted to approve a resolution amending the borough's non - uniformed pension plan.
a. Siddons seconded the motion.
b. The resolution increased the employee and employer contribution for full -
time employees from 4% to 5 %.
c. The employee and employer contribution for non -full time employees
remained at 4 %.
d. 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 %."
12. Newly elected /appointed council members and newly hired employees were notified
of the non - uniformed pension plan upon entering office or employment.
a. Eligible participants were provided with an application upon being employed
or elected to the borough.
13. On November 21, 2001, during a meeting of the Archbald Borough Council, Council
including Siddons adopted a resolution amending the vesting schedule of the non-
uniform pension plan.
a.
b.
The resolution amended the pension plan to provide for 100% vesting upon
entry into the plan, for all future and current plan participants.
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.
14. Archbald Borough Council authorized contributions into the investment accounts for
the Borough's Non - Uniformed Employee Pension Plan as part of the routine
payment of employee payroll.
a. Council was provided with a monthly Treasurer's Report detailing financial
activity for the prior month.
b. Employee payroll was included as a monthly total without an itemized
breakdown.
c. Included in the monthly total was disbursement(s) made to Nationwide
Provident and Morgan Stanley, the plan's investment firms since 2003.
1 Bi- weekly payments to Nationwide Provident ceased on March 12,
2004.
2. Bi- weekly payments to Morgan Stanley began on March 26, 2004.
CH. #
Date
Amt.
Approval
Siddons
147
01/03/03
$915.34
2/19/2003
Vote
195
01/17/03
$910.03
244
01/31/03
$819.92
291
02/14/03
$792.83
3/19/2003
Vote
338
02/28/03
$878.51
386
03/14/03
$769.29
4/16/2003
Vote
435
03/28/03
$755.07
484
04/11/03
$771.81
5/21/2003
Vote
533
04/25/03
$777.83
581
05/09/03
$847.09
6/18/2003
Vote
630
05/23/03
$785.45
680
06/06/03
$763.24
No Vote
No Action
732
06/20/03
$828.37
783
07/03/03
$732.23
8/20/2003
Vote
829
07/18/03
$776.22
876
08/01/03
$699.43
9/17/2003
Vote
922
08/15/03
$670.58
968
08/29/03
$766.30
1017
09/12/03
$780.00
10/15/2003
Vote
1067
09/26/03
$784.22
1116
10/10/03
$738.77
11/19/2003
Vote
1165
10/24/03
$754.62
1215
11/07/03
$745.85
12/3/2003
Vote
1271
11/21/03
$923.06
1321
12/05/03
$792.51
1/21/2004
Vote
1371
12/19/03
$849.77
1418
01/02/04
$850.59
No Vote
No Action
1468
01/16/04
$822.32
1517
01/30/04
$888.28
Siddons, 08 -038
Page 5
d. Employee payroll was processed by We Pay Payroll, Scranton, PA, a payroll
service utilized by Archbald Borough since approximately 2003.
e. Payments were also authorized by Council for Council Member
contributions.
15. Archbald Borough records reflect that between January 2003 and August 2007,
Siddons participated in the approval of Non - Uniformed Employee Pension
payments issued to Nationwide Provident and Morgan Stanley as detailed in the
following chart.
a. This funding allocation was for all Non - Uniformed Employee Pension
participants including Siddons and other participating Council members.
b. The Archbald Borough Non - Uniformed Pension Plan had approximately
twenty -two (22) participants including Siddons at various times between
2001 and 2007.
16. Payments issued by the Borough to the pension fund and Siddons' actions in
relation thereto are noted below:
1568
02/13/04
$943.82
3/17/2004
Vote
1620
02/27/04
$823.87
1673
03/12/04
$138.45
4/17/2004
Vote
1626
03/26/04
$948.73
1778
04/09/04
$855.51
5/19/2004
Vote
1829
04/23/04
$829.74
1881
05/07/04
$897.60
6/16/2004
Vote
1933
05/21/04
$894.66
1985
06/04/04
$848.61
No Vote
No Action
2037
06/18/04
$836.91
2085
07/02/04
$817.63
8/18/2004
Vote
2135
07/16/04
$838.57
2182
07/30/04
$778.91
2230
08/13/04
$789.22
9/15/2004
Vote
2277
08/27/04
$764.26
2328
09/10/04
$752.77
10/20/2004
Vote
2377
09/24/04
$807.45
2425
10/08/04
$848.31
11/17/2004
Vote
2472
10/22/04
$762.81
2519
11/15/04
$762.82
12/1/2004
Vote
2571
11/19/04
$935.69
2618
12/03/04
$805.52
1/12/2005
Vote
2667
12/17/04
$801.32
2714
12/30/04
$825.16
2762
01/14/05
$892.48
2/16/2005
Vote
2806
01/28/05
$1,034.53
2850
02/11/05
$1,040.18
3/30/2005
Vote
2894
02/25/05
$1,005.75
2938
03/11/05
$1,086.13
4/13/2005
Vote
2984
03/25/05
$925.14
3030
04/08/05
$934.75
5/18/2005
Vote
3078
04/22/05
$883.05
3125
05/06/06
[sic]
$810.70
6/15/2005
Vote
3174
05/20/05
$800.11
3221
06/03/05
$804.69
7/13/2005
Vote
3270
06/17/05
$859.03
3313
07/01/05
$956.24
8/17/2005
Vote
3358
07/15/05
$838.63
3400
07/09/05
$800.11
3443
08/12/05
$789.52
9/14/2005
Vote
3492
08/26/05
$818.10
3539
09/09/05
$815.88
10/19/2005
Absent
3587
09/23/05
$791.98
3633
10/07/05
$841.76
11/16/2005
Vote
3680
10/21/05
$819.85
3726
11/04/05
$838.60
12/7/2005
Vote
3772
11/18/05
$966.30
3819
12/02/05
$968.02
1/18/2006
2nd, Vote
Siddons, 08 -038
Page 6
3865
12/16/05
$945.46
3910
12/29/05
$1,024.19
3945
01/13/06
$846.14
2/15/2006
Vote
3991
01/27/06
$992.34
4038
02/01/06
$818.82
3/22/2006
2nd, Vote
4085
02/24/06
$766.99
4133
03/01/06
$899.65
4/19/2006
2nd, Vote
4180
03/24/06
$783.03
4184
03/24/06
$705.98
4227
04/07/06
$695.08
5/17/2006
Vote
4273
04/21/06
$727.62
4318
05/05/06
$692.17
6/21/2006
Vote
4362
05/19/06
$722.25
4405
06/02/06
$693.68
No Vote
No Action
4449
06/16/06
$703.47
4492
06/30/06
$740.25
4537
07/14/06
$995.19
8/16/2006
Vote
4583
07/28/06
$812.96
4626
08/11/06
$756.25
9/20/2006
Absent
4671
08/25/06
$846.69
4718
09/08/06
$891.18
10/18/2006
Vote
4763
09/22/06
$812.93
4808
10/06/06
$783.42
11/15/2006
Vote
4853
10/20/06
$755.66
4898
11/03/06
$813.60
12/6/2006
Vote
4943
11/17/06
$779.47
4988
12/01/06
$936.47
1/17/2007
Vote
5033
12/15/06
$821.87
5077
12/29/06
$874.23
5122
01/12/07
$929.38
2/21/2007
Absent
5167
01/26/07
$892.16
5213
02/09/07
$979.99
3/21/2007
2nd, Vote
5258
02/23/07
$1,264.36
5303
03/09/07
$1,138.23
4/18/2007
Motion, Vote
5358
03/23/07
$1,125.37
5402
04/05/07
$851.24
5/16/2007
2nd, Vote
5446
04/20/07
$892.07
5490
05/04/07
$932.56
6/20/2007
Absent
5534
05/18/07
$880.79
5589
06/01/07
$909.43
7/18/2007
Absent
5645
06/15/07
$896.80
5691
06/29/07
$943.89
5739
07/13/07
$907.82
8/15/2007
Absent
5787
07/27/07
$955.24
5834
08/10/07
$951.59
9/19/2007
Absent
5882
08/24/07
$901.65
5931
09/07/07
$874.67
10/17/2007
2nd, Vote
5980
09/21/07
$918.53
6025
10/05/07
$903.36
11/21/2007
Vote
Siddons, 08 -038
Page 7
Budget Year
Meeting Date
Action
2001
6- Dec -00
Voted in Favor
2002
5- Dec -01
Voted in Favor
2003
4- Dec -02
Voted in Favor
2004
3- Dec -03
Voted in Favor
2005
1- Dec -04
Voted in Favor
2006
7- Dec -05
Voted in Favor
2007
6- Dec -06
Voted in Favor
2007
20- Dec -06
Absent
6069
10/19/07
$894.79
6115
11/02/07
$875.43
12/19/2007
Vote
6162
11/16/07
$935.64
6206
11/30/07
$1,084.43
Siddons, 08 -038
Page 8
17. In conjunction with the partic contributions, the borough began to make
contributions on a yearly bass 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.
18. Archbald Borough financial records reflect annual MMO totals were approved by
Council as part of the annual budget process in the following amounts.
Calendar Year MMO
2002 15, 582.08
2003 $13,898.00
2004 $16,780.00
2005 $20,060.00
2006 $19,902.00
2007 $18,770.00
19. Meeting minutes confirm that Siddons voted in favor of paying the MMO, as part of
the annual budget, on a yearly basis from 2000 through 2006 covering budget
years 2001 through 2007.
a.
20. James Siddons has participated in the non - uniform pension plan continuously since
the ordinance was amended on November 21, 2001,* to include elected officials.
a. Yearly contributions into the plan were made by Siddons, and the Borough,
at 4% of Siddons' gross compensation as a Borough Council Member.
b. From 1992 through 2007, Siddons contributed a total of $638.46 of his
Borough Council Member compensation into the Borough's non - uniform
pension plan.
*[Cf., Fact Findings 11 d, 13, 32 d -e.]
Siddons, 08 -038
Page 9
21. The Archbald Borough Pension Plan has been invested by a plan administrator in
various deposits and investments.
a. ASCO served as the plan administrator for the non - uniform plan from 1992
to 2002.
b. Michael Cummings of the Pennsylvania Municipal Pension Service acted as
the plan administrator from 2003 to March 2007.
c. Pension records currently are maintained by Joseph Duda d /b /a Duda
Actuarial Consulting.
d. Investments included managed futures, money market funds, stocks, [and]
certificates of deposits, and were purchased through Nationwide Provident
and Morgan Stanley.
22. Siddons, as a Council Member, voted to approve various borough ordinances
increasing the amount of borough funds contributed to the pension plan and also
utilized the authority of his office to vote into law ordinances regarding the vesting
of pension plan participants.
23. At the time Siddons voted on these ordinances, in his capacity as Borough Council
Member, he was also a member of the pension plan.
24. At no time during his participation in the Borough Pension Plan was Siddons an
employee of the Borough.
25. Per the Borough Code, Siddons 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.
26. As of September 30, 2008, Siddons' Borough Pension contained $3,854.25, of
which $638.46 was directly contributed by Siddons.
27. Siddons realized a private pecuniary gain of $3,215.79 ($3,854.25 - $638.46) as a
result of the use of his public position by voting on resolutions and ordinances
which amended the Non - Uniformed Pension Plan resulting in receipt of
compensation from the Borough through Borough contributions into the pension
plan, to which Siddons has access and control.
28. On January 2, 2008, Siddons submitted correspondence to Borough Manager
Anthony J. Giordano requesting a withdrawal of all pension funds held in Siddons'
name within the Archbald Non - Uniformed Pension Fund.
a. Siddons requested the withdrawal to be consistent with State Ethics
Commission Order numbers 1447 (Daley) and 1448 (Propst), [involving]
other former Archbald Borough officials.
b. Siddons made the request approximately seven (7) months prior to the
preliminary inquiry being commenced in this matter.
c. Manager Giordano failed to follow through with Siddons' request to withdraw
the funds.
29. Borough records include correspondence dated January 24, 2008, from then
Siddons, 08 -038
Page 10
Manager Anthony Giordano to Joseph Duda, Duda Actuarial Consulting, Inc.,
providing Duda with requests from former Councilmen who wished to withdraw
their pension funds" (Paone, Sr., Chindemi, Siddons), and copies of two Ethics
adjudications..." (Propst, Daley).
a. Duda Actuarial Consulting, Inc. did not take any action on these requests.
30. On January 29, 2009, Siddons submitted correspondence to Michael Narcavage,
current Archbald Borough Manager, again requesting a withdrawal of all pension
funds held in Siddons' name within the Archbald Non - Uniformed Pension Plan.
a. Michael Narcavage replaced Anthony Giordano as the Archbald Borough
Manager around November 2008.
31. Siddons' January 29, 2009, request specifically asks for a return of all contributions
made by Siddons with the remaining portion of the account, comprised of matching
Borough contributions and investment earnings, returned to the Borough.
32. Siddons in his official capacity as a member of Archbald Borough Council
participated in the following actions detailed in this report resulting in a private
pecuniary gain of $3,215.79.
a. Voted on December 27, 1991, to adopt the Non - Uniformed Employee
Pension Plan.
b. Voted to authorize investment payments to the Non - Uniformed Employee
Pension plan invested by Nationwide Provident and Morgan Stanley.
c. Voted to approve MMO's for budget years 2001 through 2007.
d. Voted on September 19, 2001, to amend the Non - Uniformed Employee
Pension Plan increasing the contribution rate and include Council members
as employees of the Borough.
e. Voted on November 21, 2001, to amend the vesting schedule of the Non -
Uniformed Employee Pension Plan for 100% immediate vesting.
III. DISCUSSION:
As a Member of the Archbald Borough Council from January 5, 1988, through
December 2007, Respondent James Siddons (hereinafter also referred to as
"Respondent," "Respondent Siddons," and "Siddons ") has 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 Siddons violated Section 1103(a) of the Ethics Act when
he, as a Member of Council of Archbald Borough (also referred to herein as the
Borough "), used the authority of his public position for a private pecuniary benefit to obtain
compensation not provided for by law, including but not limited to participating in actions of
the Borough resulting in his authorization to participate in a pension plan funded, in part,
with Borough funds; and when he voted to approve funds to be appropriated to the pension
plan
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
Siddons, 08 -038
Page 11
65 Pa.C.S. § 1103(a).
(a) Conflict of interest. —No public official or public
employee shall engage in conduct that constitutes a conflict of
interest.
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
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 /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.
As noted above, the parties have submitted a Consent Agreement and Stipulation of
Findings. The parties' Stipulated Findings are set forth above as the Findings of this
Commission. We shall now summarize the relevant facts as contained therein.
Respondent Siddons served as a member of the Archbald Borough Council from
January 5, 1988, through December 2007.
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, Respondent 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 that was only available to uniformed Borough employees. The only
Siddons, 08 -038
Page 12
participants in this pension plan were members of the Borough Police Department.
At its December 27, 1991, regular meeting, the Archbald Borough Council, including
Siddons, voted to adopt an ordinance providing for the establishment and regulation of a
pension plan for non - uniformed Borough employees. 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. Participants in the Plan contribute at least 4% of their gross annual compensation,
which is matched by a Borough contribution of 4 %.
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.
Fact Finding 9 c.
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 in the Plan, 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.
At Borough Council's September 19, 2001, meeting, Siddons seconded a motion
and 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 %.
Fact Finding 11 d 1. This approved 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.
Siddons, 08 -038
Page 13
At the November 21, 2001, Borough Council meeting, Siddons participated in a
unanimous vote of Council to adopt a resolution amending the vesting schedule of the
Plan to provide for 100% vesting upon entry into the Plan for all current and future Plan
participants. The purpose of this resolution was to ensure that Council members and other
elected Borough Officials could be fully vested even if they only served one term of office.
Siddons has participated in the Plan continuously since 2001, when Council acted
to include elected officials as eligible participants in the Plan. Siddons made yearly
contributions to the Plan at the rate of 4% of his gross compensation as a Borough Council
member.
From 2003 through 2007, Siddons participated in the approval of payments of
contributions to the Plan by Archbald Borough as detailed in Fact Findings 15 -16. Such
payments were for all Plan participants including Siddons and other participating Council
members.
The Borough also 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. Siddons voted in favor of paying the
MMO as part of the annual budget on a yearly basis from 2000 through 2006, covering
budget years 2001 through 2007. (Fact Finding 19).
As of September 30, 2008, Siddons had accumulated $3,854.25 in the Plan through
his own contributions of $638.46, Borough contributions, and investment earnings.
The parties have stipulated that in his official capacity as a member of Archbald
Borough Council, Siddons participated in the following actions resulting in a private
pecuniary gain of $3,215.79 (calculated as $3,854.25 less $638.46): voted on December
27, 1991, to adopt the Plan; voted on September 19, 2001, to amend the Plan to include
Council members as employees of the Borough; voted on November 21, 2001, to amend
the vesting schedule of the Plan for 100% immediate vesting; voted to authorize
investment payments to the Plan; and voted to approve MMO's for budget years 2001
through 2007. (Fact Finding 32).
At no time during his participation in the Plan was Siddons an employee of the
Borough. Per the Stipulated Findings, contributions by the Borough into the Plan for
Siddons would be considered compensation in excess of that allowed by the Borough
Code.
The Stipulated Fact Findings note that Siddon sought to withdraw his own
contributions made to the Plan and to have the remaining portion of the account returned
to the Borough so as to be consistent with State Ethics Commission Orders 1447 (Daley)
and 1448 (Propst), involving other Archbald Borough officials.
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
as follows:
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 Siddons participating in
Siddons, 08 -038
Page 14
Council actions to approve payments to [the] pension
fund and to fund the Borough minimum Municipal
obligation for [the] pension plan.
4. Siddons agrees to withdraw from the Borough pension plan and
return to the Borough all Borough contributions plus the interest
accrued; and to [forward] proof of such action 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 1 -2.
In considering the Consent Agreement, we accept the parties' recommendation for
the finding of an unintentional violation of Section 1103(a) of the Ethics Act.
The element of use of authority of public office /employment requires action by the
public official /public employee that in some way facilitates receipt of a private pecuniary
benefit. See, McGuire v. State Ethics Commission, 657 A.2d 1346 (Pa. Commw. Ct.
1995). Siddons initially used the authority of his public office as a Borough Council
Member by: (1) voting on December 27, 1991, to establish the Plan; (2) seconding a
motion and voting on September 19, 2001, to amend the Plan to include Borough Council
members as eligible participants in the Plan; and (3) voting on November 21, 2001, 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. These particular actions
may not form the basis for a violation in this matter due to the passage of time. (See,
limitations provision of the Ethics Act, 65 Pa.C.S. § 1108(m).)
During the time period under review, Siddons used the authority of office by: (1)
making /seconding motions and voting to authorize Borough contributions to the Plan; and
(2) voting to approve MMO's as part of the Borough's annual budgets. But for his official
position as a Borough Council Member, Siddons would not have been able to take the
aforesaid actions. Such actions resulted in a private pecuniary benefit to Siddons,
consisting of Borough contributions made to the Plan on his 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, Siddons
could not be a Borough employee. Therefore, Siddons could not lawfully participate in the
Plan.
Per the Borough Code, Siddons' compensation as a Borough Council Member could
not exceed $2,500 per year. 53 P.S. § 46001. Contributions by the Borough to the Plan on
Siddons' 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.
Siddons, 08 -038
Page 15
See, e.q., Yocabet v. State Ethics Commission, 531 A.2d 536 (Pa. Commw. Ct. 1987).
Nevertheless, based upon the Stipulated Findings, it would appear that the aforesaid
violation was unintentional.
Therefore, we hold that an unintentional violation of Section 1103(a) of the Ethics
Act, 65 Pa.C.S. § 1103(a), occurred in relation to Siddons participating in Borough Council
actions to approve payments to the Plan fund and to fund the Borough Minimum Municipal
Obligation(s) for the Plan.
As part of the Consent Agreement, Siddons has agreed to withdraw from the Plan
and to return to the Borough all Borough contributions plus the interest accrued, and to
forward proof of such action to this Commission within thirty (30) days of the issuance of
the final adjudication in this matter.
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. Accordingly, per the Consent Agreement of
the parties, Siddons is directed to withdraw from the Plan and to return to the Borough all
Borough contributions plus the interest accrued, and to forward proof of such action to this
Commission by no later than the thirtieth (30 day after the mailing date of this
adjudication and 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. As a Member of Council for Archbald Borough ( "the Borough ") from January 5,
1988, through December 2007, Respondent James Siddons ( "Siddons ") has 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. Siddons unintentionally violated Section 1103(a) of the Ethics Act, 65 Pa.C.S. §
1103(a), when he participated in Borough Council actions to approve payments to
the Archbald Borough Non - Uniformed Pension Plan ( "the Plan ") fund, and to fund
the Borough Minimum Municipal Obligation(s) for the Plan.
In Re: James Siddons,
Respondent
File Docket: 08 -038
Date Decided: 4/30/09
Date Mailed: 5/15/09
ORDER NO. 1511
1 James Siddons ( "Siddons "), as a Member of Council for Archbald Borough ( "the
Borough "), unintentionally violated Section 1103(a) of the Public Official and
Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1103(a), when he participated in
Borough Council actions to approve payments to the Archbald Borough Non -
Uniformed Pension Plan ( "the Plan ") fund and to fund the Borough Minimum
Municipal Obligation(s) for the Plan.
2. Per the Consent Agreement of the parties, Siddons is directed to withdraw from the
Plan and to return to the Borough all Borough contributions plus the interest
accrued, and to forward proof of such action to the Pennsylvania State Ethics
Commission by no later than the thirtieth (30 day after the mailing date of this
Order.
a. Compliance with the foregoing will result in the closing of this case with no
further action by this Commission.
b. Non - compliance will result in the institution of an order enforcement action.
BY THE COMMISSION,
Louis W. Fryman, Chair