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HomeMy WebLinkAbout14-545 Loperfito ADVICE OF COUNSEL October 2, 2014 Larry D. Loperfito, Esquire Geary & Loperfito, LLC 158 Grant Avenue Vandergrift, PA 15690 14-545 Dear Mr. Loperfito: This responds to your letter dated August 5, 2014, 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.C.S. § 1101 et seq., would impose prohibitions or restrictions upon a borough council member, who in a private capacity owns a residential rental property located within the borough, with regard to renting such property to a contractor to house employees who would be working on a borough sewer project. Facts: As Solicitor for the Borough of Vandergrift (“Borough”), located in Westmoreland County, Pennsylvania, you have been authorized by Borough Council Member James P. Rametta (“Mr. Rametta”) to request an advisory from the Pennsylvania State Ethics Commission on his behalf. You have submitted facts that may be fairly summarized as follows. The Borough has entered into a contract with a contractor (the “Contractor”) for the construction of a new sewer system (the “Sewer Project”) within the Borough. Construction on the Sewer Project commenced in early 2014 and is anticipated to exceed a period greater than eighteen months. The construction involves the Contractor’s use of employees who do not live in the Borough and must travel there to complete work on the Sewer Project. Mr. Rametta owns a residential rental property (the “Property”) located within the Borough. A representative of the Contractor approached Mr. Rametta for the purpose of seeking to rent the Property to house employees of the Contractor who would be working on the Sewer Project. Under the proposed transaction, the Contractor would rent the Property from Mr. Rametta at a rate between $700 and $1,000 per month depending upon the number of employees to occupy the Property, and the Contractor would rent the Property for a term of months commensurate with the construction schedule for the Sewer Project. You state that it is Mr. Rametta’s view that the proposed rent is fair market value for the Property based upon the number of persons to occupy the Property. You further state that the proposed transaction between the Loperfito, 14-545 October 2, 2014 Page 2 Contractor and Mr. Rametta would not require a vote by Borough Council as the rental of the Property would not alter the contractual arrangement between the Borough and the Contractor and that the rental by the Contractor of any property in the Borough was not a contractual issue under the bid requirements for the Sewer Project as submitted by the Borough engineer. Based upon the above submitted facts, you seek guidance as to whether the Ethics Act would permit Mr. Rametta to rent the Property to the Contractor to house employees who would be working on the Sewer Project. 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 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. It is further initially noted that, pursuant to Sections 1107(10) and (11) of the Ethics Act, 65 Pa.C.S. §§ 1107(10), (11), an opinion/advice may be given only as to prospective (future) conduct. If the activity in question has already occurred, the Commission may not issue an opinion/advice, but any person may then submit a signed and sworn complaint, which will be investigated by the Commission if there are allegations of Ethics Act violations by a person who is subject to the Ethics Act. To the extent you have inquired as to conduct that has already occurred, such past conduct may not be addressed in the context of an advisory opinion. However, to the extent you have inquired as to future conduct, your inquiry may and shall be addressed. As a Borough Council Member, Mr. Rametta is 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 Loperfito, 14-545 October 2, 2014 Page 3 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 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 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. It is noted that Section 1103(a) of the Ethics Act does not prohibit public officials/public employees from having outside business activities or employment. However, subject to the statutory exclusions to the Ethics Act’s definition of the term “conflict” or “conflict of interest,” 65 Pa.C.S. § 1102, a 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. Examples of conduct that could form the basis for a conflict of interest under Section 1103(a) of the Ethics Act would include the pursuit of a private business opportunity in the course of public action (Metrick, Order 1037) and the participation in an official capacity as to matters involving the business with which the public official/public employee is associated in his private capacity or private client(s) (Miller, Opinion 89-024; Kannebecker, Opinion 92-010). A reasonable and legitimate expectation that a business relationship will form may support a finding of a conflict of interest (Amato, Opinion 89- 002). In each instance of a conflict of interest, the public official/public employee would be required to abstain from participation. The abstention requirement 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. Loperfito, 14-545 October 2, 2014 Page 4 Per the Pennsylvania Supreme Court’s decision in Kistler v. State Ethics Commission, 610 Pa. 516, 22 A.3d 223 (2011), in order to violate Section 1103(a) of the Ethics Act, a public official/public employee: … must act in such a way as to put his \[office/public position\] to the purpose of obtaining for himself a private pecuniary benefit. Such directed action implies awareness on the part of the \[public official/public employee\] of the potential pecuniary benefit as well as the motivation to obtain that benefit for himself. Kistler, supra, 610 Pa. at 523, 22 A.3d at 227. 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.” Id., 610 Pa. at 528, 22 A.3d at 231. Based upon Kistler, the existence of a violation of Section 1103(a) would depend upon the circumstances in a given case. Raphael, Opinion 13-003. In addition, Sections 1103(b) and 1103(c) of the Ethics Act, 65 Pa.C.S. §§ 1103(b), (c), provide in part that no person shall offer or give to a public official/public employee anything of monetary value and no public official/public employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgment of the public official/public employee would be influenced thereby. Reference is made to these provisions of the law not to imply that there has been or will be any transgression thereof but merely to provide a complete response to the question presented. In applying the above provisions of the Ethics Act to the instant matter, you are advised as follows. Section 1103(a) of the Ethics Act applies to restrict public officials and public employees in their public capacities. Therefore, Section 1103(a) would apply to restrict Mr. Rametta in his capacity as a public official, rather than in his private capacity. Although the Ethics Act would not restrict Mr. Rametta, in his private capacity, with regard to renting the Property to the Contractor to house employees who would be working on the Sewer Project, you are advised that at such times as Mr. Rametta would have a business relationship with or would have a reasonable expectation of developing a business relationship with the Contractor, Mr. Rametta would have a conflict of interest and would violate Section 1103(a) of the Ethics Act by participating in his official capacity as a Borough Council Member in matter(s) involving the Contractor if: (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; (2) his action(s) would constitute one or more specific steps to attain that benefit; and (3) neither of the statutory exclusions to the definition of "conflict" or "conflict of interest" as set forth in the Ethics Act, 65 Pa.C.S. § 1102, would be applicable. As noted above, in each instance of a conflict of interest, Mr. Rametta would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103(j) of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103(j) of the Ethics Act would have to be satisfied in the event of a voting conflict. 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 Loperfito, 14-545 October 2, 2014 Page 5 interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the Borough Code. Conclusion: As a Member of Council for the Borough of Vandergrift (“Borough”), located in Westmoreland County, Pennsylvania, James P. Rametta (“Mr. Rametta”) 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) the Borough has entered into a contract with a contractor (the “Contractor”) for the construction of a new sewer system (the “Sewer Project”) within the Borough; (2) construction on the Sewer Project commenced in early 2014 and is anticipated to exceed a period greater than eighteen months; (3) the construction involves the Contractor’s use of employees who do not live in the Borough and must travel there to complete work on the Sewer Project; (4) Mr. Rametta owns a residential rental property (the “Property”) located within the Borough; (5) a representative of the Contractor approached Mr. Rametta for the purpose of seeking to rent the Property to house employees of the Contractor who would be working on the Sewer Project; (6) under the proposed transaction, the Contractor would rent the Property from Mr. Rametta at a rate between $700 and $1,000 per month depending upon the number of employees to occupy the Property, and the Contractor would rent the Property for a term of months commensurate with the construction schedule for the Sewer Project; (7) it is Mr. Rametta’s view that the proposed rent is fair market value for the Property based upon the number of persons to occupy the Property; (8) the proposed transaction between the Contractor and Mr. Rametta would not require a vote by Borough Council as the rental of the Property would not alter the contractual arrangement between the Borough and the Contractor, and the rental by the Contractor of any property in the Borough was not a contractual issue under the bid requirements for the Sewer Project as submitted by the Borough engineer, you are advised as follows. Section 1103(a) of the Ethics Act, pertaining to conflict of interest, applies to restrict public officials and public employees in their public capacities. Therefore, Section 1103(a) would apply to restrict Mr. Rametta in his capacity as a public official, rather than in his private capacity. Although the Ethics Act would not restrict Mr. Rametta, in his private capacity, with regard to renting the Property to the Contractor to house employees who would be working on the Sewer Project, you are advised that at such times as Mr. Rametta would have a business relationship with or would have a reasonable expectation of developing a business relationship with the Contractor, Mr. Rametta would have a conflict of interest and would violate Section 1103(a) of the Ethics Act by participating in his official capacity as a Borough Council Member in matter(s) involving the Contractor if: (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; (2) his action(s) would constitute one or more specific steps to attain that benefit; and (3) neither of the statutory exclusions to the definition of "conflict" or "conflict of interest" as set forth in the Ethics Act, 65 Pa.C.S. § 1102, would be applicable. In each instance of a conflict of interest, Mr. Rametta would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103(j) of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103(j) of the Ethics Act would have to be satisfied in the event of a voting conflict. 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 . Loperfito, 14-545 October 2, 2014 Page 6 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