HomeMy WebLinkAbout14-003 Mann
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: 2/7/14
DATE MAILED: 2/24/14
14-003
Rodney A. Corey, Esquire James G. Mann, Esquire
Chief Counsel Chief Counsel to the Republican Leader
House Republican Caucus Pennsylvania House of Representatives
Pennsylvania House of Representatives Suite B-6 Main Capitol
Suite B-6 Main Capitol P.O. Box 202228
P.O. Box 202228 Harrisburg, PA 17120-2228
Harrisburg, PA 17120-2228
Dear Counsel:
This responds to your submissions of November 6, 2013, and November 13, 2013,
by which you requested an advisory opinion from this Commission.
I.ISSUE:
Whether the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. §
1101 et seq., would prohibit Pennsylvania State Representatives (“State Representatives”)
from using public funds to pay expenses for the following:(1) postage, printing, the
transmission of electronic mail and robotic telephone calls for otherwise permissible mass
communication to residents of their “new” legislative districts as determined by the final
Reapportionment Plan of the Legislative Reapportionment Commission for the
Pennsylvania House of Representatives affirmed by the Pennsylvania Supreme Court;
and/or(2) the conduct of town halls, fairs and other types of events in their “new”
legislative districts.
II.FACTUAL BASIS FOR DETERMINATION:
In your respective capacities as Chief Counsel for the Republican Caucus of the
Pennsylvania House of Representatives (“House”) and Chief Counsel to the House
Republican Leader, you request an advisory opinion from this Commission on behalf of the
following 22 State Representatives (hereinafter referred to as the “State Representatives”):
Corey/Mann, 14-003
February 24, 2014
Page 2
Hon. Stephen Bloom Hon. Julie Harhart Hon. Duane Milne
Hon. Michele Brooks Hon. Adam Harris Hon. John Payne
Hon. Rosemary Brown Hon. Tim Hennessey Hon. Todd Rock
Hon. Jim Cox Hon. R. Lee James Hon. Mario Scavello
Hon. Garth Everett Hon. Fred Keller Hon. Lynda Schlegel-Culver
Hon. Frank Farry Hon. John Maher Hon. Todd Stephens
Hon. Mauree Gingrich Hon. David Millard Hon. Mike Tobash
Hon. Seth Grove
The State Representatives seek to be able to rely upon Corey/Mann, Opinion 13-
006 of this Commission (“Opinion 13-006”) with the same status and protections afforded
by law to the individuals on whose behalf Opinion 13-006 was requested (hereinafter
referred to as the “Requesters of Opinion 13-006”). You state that the State
Representatives understand that their reliance on Opinion 13-006 would be subject to the
same terms and conditions as the reliance of the Requesters of Opinion 13-006. You have
not submitted any additional facts or questions beyond those stated in Opinion 13-006.
We take administrative notice of the following. In their advisory request, the
Requesters of Opinion 13-006 sought their own Commission Opinion on the subject matter
addressed in Longietti, et al., Opinion 13-002 of this Commission (“Opinion 13-002”) as
well as submitted additional facts and questions beyond those submitted by the individuals
who requested Opinion 13-002 (hereinafter referred to as the “Original Requesters”).
In Opinion 13-002, the submitted facts were that: (1) recently, the Pennsylvania
Supreme Court affirmed the final Reapportionment Plan of the Legislative
Reapportionment Commission (“Affirmed Final Reapportionment Plan”); and (2) the
General Operating Rules of the House permit House Members to use allowable expenses
for postage and printing services. The question posed was whether the Ethics Act would
prohibit the Original Requesters from using such public funds to pay otherwise allowable
expenses for postage and printing services for otherwise permissible mailings, where such
mailings would be to residents of their new legislative districts as determined by the
Affirmed Final Reapportionment Plan. The mailings would consist of the following items:
(1) LegislativeNewsletters reporting on matters coming before the
General Assembly and informing citizens regarding state
programs, constituent services provided by the Original
Requesters’ legislative offices and contact information for
those offices, legislative meetings and forums being held, the
Original Requesters’ activities as legislators, a description of
the reapportionment process, the boundaries of the Original
Requesters’ new legislative districts and welcoming citizens to
the new district, and informing citizens of other matters with a
legislative purpose;
(2) Birthday and congratulatory greetings; and
(3) Notices of upcoming legislative meetings and forums.
The aforesaid items would not include appeals for political support, discuss upcoming
political campaigns or contests, or refer to political opponents, and the restrictions of the
Rules of the House would be observed in relation to mass mailings near the time of
elections.
In Opinion 13-002, this Commission stated that an otherwise allowable expenditure
of public funds for a mailing constituting “official business” would not constitute a private
pecuniary benefit, and therefore would not form the basis for a violation of Section 1103(a)
Corey/Mann, 14-003
February 24, 2014
Page 3
of the Ethics Act. This Commission followed longstanding Commission precedent
(Rappaport, Order 126, decided in 1982, and Fischer, Order 486, decided in 1986) and
held that the Ethics Act would not prohibit the Original Requesters from using public funds
to pay otherwise allowable expenses for postage and printing services for otherwise
permissible mailings of items constituting “official business” to residents of their new
legislative districts as determined by the Affirmed Final Reapportionment Plan, and that
such items constituting “official business” would include proposed non-political Legislative
Newsletters, birthday and congratulatory greetings, and notices of upcoming legislative
meetings and forums. This Commission did not express an opinion as to the effective date
of the new legislative districts.
In Opinion 13-006, the facts submitted by the Requesters of Opinion 13-006 were
summarized as follows:
In your advisory request, you state your understanding
that the House “is operating under the premise that the
districts to which legislators were elected in November of 2012
(and in subsequent special elections) remain in effect for
representational purposes until the end of the 2013-14
Legislative Session.” Advisory Request letter, at 2.
Nevertheless, you state that House Members would like to
begin communicating on a wider scale with individuals who
reside in the geographic areas which will be added to their
current districts. You state that such communications would be
as described by the Original Requesters in their submissions
and reiterated in Opinion 13-002. Although you note that the
federal franking statute referenced in prior Commission
precedents no longer allows Members of the United States
House of Representatives to send mass mail to areas added
during decennial redistricting, and that communication from
Pennsylvania House Members is primarily to their constituents,
you state that it is not unusual for Pennsylvania House
Members from time to time to communicate with, and provide
legislative services to, residents of other legislative districts.
You note that Rule 14 of the General Operating Rules of the
House permits House Members to use public funds for
postage and printing services, among other purposes, so long
as the funds are used “for any legislative purpose or function.”
Advisory Request letter, at 2 (Citing House Rule 14).
Corey/Mann, Opinion 13-006, at 3.
The question posed in Opinion 13-006 was whether the Ethics Act would prohibit
the Requesters of Opinion 13-006 from using public funds to pay what the advisory
request characterized as “otherwise allowable expenses” for the following: (1) postage,
printing, the transmission of electronic mail and robotic telephone calls for otherwise
permissible mass communication to residents of their new legislative districts as
determined by the final Reapportionment Plan of the Legislative Reapportionment
Commission for the House of Representatives affirmed by the Pennsylvania Supreme
Court; and/or(2) the conduct of town halls, fairs and other types of events in their new
legislative districts.
In Opinion 13-006, this Commission noted that one of the statutory exclusions to the
definition of the term "conflict" or "conflict of interest,” referred to therein as the "de minimis
exclusion,” precludes a finding of a conflict of interest as to an action having a de minimis
(insignificant) economic impact. This Commission stated that when a matter that would
otherwise constitute a conflict of interest under the Ethics Act would have an insignificant
Corey/Mann, 14-003
February 24, 2014
Page 4
economic impact, a conflict would not exist and Section 1103(a) of the Ethics Act would not
be implicated.
As we held in Opinion 13-002, we held in Opinion 13-006 that the Ethics Act would
not prohibit the Requesters of Opinion 13-006 from using public funds to pay otherwise
allowable expenses for postage and printing services for otherwise permissible mailings of
items constituting “official business” to residents of their new legislative districts as
determined by the Affirmed Final Reapportionment Plan. We concluded that such items
constituting “official business” would include non-political Legislative Newsletters, birthday
and congratulatory greetings, and notices of upcoming legislative meetings and forums as
delineated in Opinion 13-002.
With regard to the other expenditures at issue in Opinion 13-006, we noted that
such expenditures are not specifically referenced in Rule 14 of the 2013-2014 General
Operating Rules of the House (which provides for money appropriated for the “allowable
expenses” of House Members to be used for “any legislative purpose or function,”
including but not limited to postage and printing services), either as to “new” or “old”
legislative districts. We stated that although the advisory request characterized such
expenditures as “otherwise allowable,” it is not within the jurisdiction of this Commission to
interpret any ambiguity in the House Rules. We additionally noted that mass
communication by electronic mail or robotic telephone calls would be expressly prohibited
within 60 days immediately preceding an election at which the House Member is a
candidate. See, General Operating Rules of the House, Ethical Conduct Rules of the
House of Representatives, Rule 1E (definition of “mass communication”), Rule 2E(15).
Under the submitted facts of Opinion 13-006, we held that Section 1103(a) of the
Ethics Act would not prohibit the Requesters of Opinion 13-006 from using public funds to
pay expenses for the transmission of electronic mail or robotic telephone calls for mass
communication to residents of their new legislative districts, or the conduct of town halls,
fairs and other types of events in their new legislative districts, subject to the condition that
such expenditures: (1) would be for “official business” in full compliance with the General
Operating Rules of the House; or (2) would fall within the de minimis exclusion to the
Ethics Act’s definition of the term “conflict” or “conflict of interest,” 65 Pa.C.S. § 1102.
By letter dated January 6, 2014, you were notified of the date, time and location of
the public meeting at which your request would be considered.
At the public meeting on February 7, 2014, you noted your presence for the record.
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.
The State Representatives are public officials subject to the provisions of the Ethics
Act.
Section 1103(a) of the Ethics Act provides:
§ 1103. Restricted activities
Corey/Mann, 14-003
February 24, 2014
Page 5
(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 are defined in the Ethics Act as follows:
§ 1102. Definitions
"Conflict" or "conflict of interest."
Use by a public
official or public employee of the authority of his office or
employment or any confidential information received through
his holding public office or employment for the private
pecuniary benefit of himself, a member of his immediate family
or a business with which he or a member of his immediate
family is associated. The term does not include an action
having a de minimis economic impact or which affects to the
same degree a class consisting of the general public or a
subclass consisting of an industry, occupation or other group
which includes the public official or public employee, a
member of his immediate family or a business with which he or
a member of his immediate family is associated.
"Authority of office or employment."
The actual
power provided by law, the exercise of which is necessary to
the performance of duties and responsibilities unique to a
particular public office or position of public employment.
65 Pa.C.S. § 1102.
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.” Subject to
certain statutory exclusions, the term “conflict” or “conflict of interest” is defined as use of
the authority of public office/employment or confidential information received through
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.
One of the statutory exclusions to the definition of the term "conflict" or "conflict of
interest,” hereinafter referred to as the "de minimis exclusion,” precludes a finding of a
conflict of interest as to an action having a de minimis (insignificant) economic impact.
Thus, when a matter that would otherwise constitute a conflict of interest under the Ethics
Act would have an insignificant economic impact, a conflict would not exist and Section
1103(a) of the Ethics Act would not be implicated. See, Kolb, Order 1322; Schweinsburg,
Order 900. This Commission has determined the applicability of the de minimis exclusion
on a case-by-case basis, considering all relevant circumstances. In the past, this
Commission has found amounts ranging from $2 to approximately $500 to be de minimis.
See, Bixler v. State Ethics Commission, 847 A.2d 785 (Pa. Cmwlth. 2004). However, it is
noted that an economic impact may aggregate over time, rather than be limited to a
particular increment of time such as a month or year. Confidential Opinion, 05-001.
The Pennsylvania Supreme Court has held that in order to violate Section 1103(a)
of the Ethics Act, a public official/public employee “must be consciously aware of a private
pecuniary benefit for himself, his family, or his business, and then must take action in the
form of one or more specific steps to attain that benefit.” Kistler v. State Ethics
Commission, 610 Pa. 516, 528, 22 A.3d 223, 231 (2011).
Corey/Mann, 14-003
February 24, 2014
Page 6
Rule 14 of the 2013-2014 General Operating Rules of the House provides for
money appropriated for the “allowable expenses” of House Members to be used for “any
legislative purpose or function,” including but not limited to postage and printing services.
An otherwise allowable expenditure of public funds for a mailing constituting “official
business” would not constitute a private pecuniary benefit, and therefore would not form
the basis for a violation of Section 1103(a) of the Ethics Act. Opinion 13-002; Opinion 13-
006; Winkelman¸Opinion 13-007; Cf., Salvatore, Order 494 at 4; Kistler, supra.
As we held in Opinion 13-002 and Opinion 13-006, we hold in the instant matter that
the Ethics Act would not prohibit the State Representatives from using public funds to pay
otherwise allowable expenses for postage and printing services for otherwise permissible
mailings of items constituting “official business” to residents of their new legislative districts
as determined by the Affirmed Final Reapportionment Plan. Such items constituting
“official business” would include non-political Legislative Newsletters, birthday and
congratulatory greetings, and notices of upcoming legislative meetings and forums as
delineated in Opinion 13-002. See, Opinion 13-002; Opinion 13-006; Winkelman, supra;
Rappaport, supra; Fischer, supra.
We further hold in the instant matter that under the submitted facts of Opinion 13-
006, Section 1103(a) of the Ethics Act would not prohibit the State Representatives from
using public funds to pay expenses for the transmission of electronic mail or robotic
telephone calls for mass communication to residents of their new legislative districts, or the
conduct of town halls, fairs and other types of events in their new legislative districts,
subject to the condition that such expenditures: (1) would be for “official business” in full
compliance with the General Operating Rules of the House; or (2) would fall within the de
minimis exclusion to the Ethics Act’s definition of the term “conflict” or “conflict of interest,”
65 Pa.C.S. § 1102. See, Opinion 13-006.
The propriety of the proposed conduct has only been addressed under the Ethics
Act; the applicability of any other statute, code, ordinance, regulation or other code of
conduct other than the Ethics Act has not been considered in that they do not involve an
interpretation of the Ethics Act.
IV.CONCLUSION:
The 22 Pennsylvania State Representatives on whose behalf you have inquired
(hereinafter referred to as the “State Representatives”) are public officials subject to the
provisions of the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. § 1101
et seq. The Ethics Act would not prohibit the State Representatives from using public
funds to pay otherwise allowable expenses for postage and printing services for otherwise
permissible mailings of items constituting “official business” to residents of their new
legislative districts as determined by the final Reapportionment Plan of the Legislative
Reapportionment Commission affirmed by the Pennsylvania Supreme Court. Such items
constituting “official business” would include non-political Legislative Newsletters, birthday
and congratulatory greetings, and notices of upcoming legislative meetings and forums as
delineated in Longietti, et al., Opinion 13-002 of this Commission.
Under the submitted facts of Corey/Mann, Opinion 13-006 of this Commission,
Section 1103(a) of the Ethics Act would not prohibit the State Representatives from using
public funds to pay expenses for the transmission of electronic mail or robotic telephone
calls for mass communication to residents of their new legislative districts, or the conduct
of town halls, fairs and other types of events in their new legislative districts, subject to the
condition that such expenditures: (1) would be for “official business” in full compliance with
the General Operating Rules of the House; or (2) would fall within the de minimis exclusion
to the Ethics Act’s definition of the term “conflict” or “conflict of interest,” 65 Pa.C.S. §
Corey/Mann, 14-003
February 24, 2014
Page 7
1102.
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