HomeMy WebLinkAbout14-001 Confidential
OPINION OF THE COMMISSION
Before: John J. Bolger, Chair
Nicholas A. Colafella, Vice Chair
Raquel K. Bergen
Mark R. Corrigan
Roger Nick
Kathryn Streeter Lewis
DATE DECIDED: 2/6/14
DATE MAILED: 2/18/14
14-001
This Opinion is issued in response to your letter dated October 21, 2013, by
which you requested a confidential advisory from this Commission.
I. ISSUE:
Whether the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. §
1101 et seq., would impose prohibitions or restrictions upon a State Legislator serving in
the [Chamber of the General Assembly], who in a private capacity is an A, with regard
to including the abbreviation for the title of A on his legislative letterhead, as part of his
signature line in legislative emails, and on other legislative/constituent communications.
II. FACTUAL BASIS FOR DETERMINATION:
You have been authorized by State Legislator B to request a confidential
advisory from this Commission on his behalf. You have submitted facts that may be
fairly summarized as follows.
In a private capacity, State Legislator B is an A. As an A, State Legislator B may
lawfully use the title A or the professional abbreviation C. See, [cite]. In his capacity as
an A, State Legislator B is a D with E, and he is F.
You state that State Legislator B considers his background as an A to be an
important part of the experience which he brings to legislative service. State Legislator
B would like to include the abbreviation C on his legislative letterhead, as part of his
signature line in legislative e-mails, and on other legislative/constituent communications.
You state that State Legislator B will not use the authority of his public position, or
confidential information obtained by being in that position, for the advancement of either
his own private pecuniary benefit or that of E. You further state that State Legislator B
will not use his official position to secure unwarranted privileges or exemptions for either
himself or E.
Based upon the above submitted facts, you ask whether State Legislator B would
be in violation of the Ethics Act if he would include the abbreviation C on his legislative
Confidential Opinion, 14-001
February 18, 2014
Page 2
letterhead, as part of his signature line in legislative emails, and on other
legislative/constituent communications.
By letter dated January 6, 2014, you were notified of the date, time and location
of the executive meeting at which your request would be considered.
You submitted a Brief, which the Commission received January 29, 2014, and
you provided commentary at the Commission’s executive meeting on February 6, 2014,
in which you presented the following points.
You state that this Commission has, in the past, recognized that the use of an
official title does not, by itself, run afoul of the Ethics Act. You state that this
Commission has recognized a distinction between a legislator’s use of his title, similar to
a professional abbreviation, which would not violate the Ethics Act, and an overt act by
a legislator in his official capacity intended to benefit the legislator’s private pecuniary
interests, which would violate the Ethics Act. You further state that State Legislator B’s
use of the professional abbreviation C is authorized in law and therefore should not form
the basis for a conflict of interest. You note that, from a practical prospective, State
Legislator B is required to list information related to his profession/employment on his
Statements of Financial Interests filed as public documents pursuant to the Ethics Act.
You additionally note that such information is also included as part of his official
biography on government websites. You contend that State Legislator B’s mere use of
the aforesaid professional abbreviation, without some overt act to promote or advertise
a private [type of business] and solicit clients, cannot form the basis of a conflict.
III. 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, this Commission does not engage in an independent
investigation of the facts, nor does it speculate as to facts that have not been submitted.
It is the burden of the requester to truthfully disclose all of the material facts relevant to
the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An advisory only affords a defense to the
extent the requester has truthfully disclosed all of the material facts.
State Legislator B is a public official subject to the provisions of the Ethics Act.
Section 1103(a) of the Ethics Act provides:
§ 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 following terms related 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
Confidential Opinion, 14-001
February 18, 2014
Page 3
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 whichhe or a member of his immediate family is
associated.
"Authority of office or employment."
The actual
power provided by law, the exercise of which is necessary to
the performance of duties and responsibilities unique to a
particular public office or position of public employment.
"Business."
Any corporation, partnership, sole
proprietorship, firm, enterprise, franchise, association,
organization, self-employed individual, holding company,
joint stock company, receivership, trust or any legal entity
organized for profit.
"Business with which he is associated."
Any
business in which the person or a member of the person's
immediate family is a director, officer, owner, employee or
has a financial interest.
65 Pa.C.S. § 1102.
Section 1103(a) of the Ethics Act 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.
To the extent the activities of a legislator relate to “legislative actions”
(introducing, considering, debating, voting, enacting, adopting, or approving legislation),
they are constitutionally controlled and are exempt from the purview of the Ethics Act
and this Commission. See, Mann, Opinion 07-005; Confidential Opinion, 05-002;
Corrigan, Opinion 87-001. As for other actions, a legislator would not transgress Section
1103(a) of the Ethics Act unless: (1) he would be consciously aware of a private
pecuniary benefit for himself, a member of his immediate family, or a business with
which he or a member of his immediate family is associated; and (2) his action(s) would
constitute one or more specific steps to attain that benefit. See, Kistler v. State Ethics
Commission, 610 Pa. 516, 528, 22 A.3d 223, 231 (2011).
In applying the above general principles to the instant matter, you are advised as
follows.
E is a business with which State Legislator B is associated in his capacity as a D.
Based upon the submitted facts, State Legislator B’s inclusion of the abbreviation
C on his legislative letterhead, as part of his signature line in legislative emails, and on
other legislative/constituent communications would not in and of itself form the basis for
a violation of Section 1103(a) of the Ethics Act.
Lastly, the propriety of the proposed conduct has only been addressed under the
Ethics Act.
Confidential Opinion, 14-001
February 18, 2014
Page 4
IV. CONCLUSION:
As a State Legislator serving in the [Chamber of the General Assembly], State
Legislator B is 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) in a private capacity, State Legislator B is an A; (2) as an A,
State Legislator B may lawfully use the title A or the professional abbreviation C; (3) in
his capacity as an A, State Legislator B is a D with E, and he is F; and (4) State
Legislator B considers his background as an A to be an important part of the experience
which he brings to legislative service, you are advised as follows.
E is a business with which State Legislator B is associated in his capacity as a D.
Based upon the submitted facts, State Legislator B’s inclusion of the abbreviation C on
his legislative letterhead, as part of his signature line in legislative emails, and on other
legislative/constituent communications would not in and of itself form the basis for a
violation of Section 1103(a) of the Ethics Act.
The propriety of the proposed conduct has only been addressed under the Ethics
Act.
Pursuant to Section 1107(10) of the Ethics Act, the person who acts in good faith
on this Opinion issued to him shall not be subject to criminal or civil penalties for so
acting provided the material facts are as stated in the request.
This letter is a public record and will be made available as such.
By the Commission,
John J. Bolger
Chair