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HomeMy WebLinkAbout15-528 Casciola ADVICE OF COUNSEL April 6, 2015 Thomas A. Casciola 17 Ridgewood Drive McDonald, PA 15057-4445 15-528 Dear Mr. Casciola: This responds to your letter dated March 1, 2015, postmarked March 4, 2015, by which you requested an advisory from the Pennsylvania State Ethics Commission (“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 an individual serving as a township supervisor, who along with his wife owns a small office building located in the township, with regard to leasing space in such building to a municipal authority which currently leases space in the township municipal building. Facts: You request an advisory from the Commission based upon submitted facts that may be fairly summarized as follows. You are a Supervisor for Cecil Township (“Township”), located in Washington County, Pennsylvania. You and your wife own a small office building (the “Office Building”) located in the Township that operates as a company named “Cecil Town Center LLC” (the “Company”). The Office Building is new and has approximately 1,000 square feet of space that has not yet been leased. The Cecil Township Municipal Authority (“Authority”) currently rents approximately 485 square feet of space in the Cecil Township Municipal Building (“Municipal Building”). The Authority has outgrown its current space, and there is insufficient space available in the Municipal Building to meet the Authority’s needs. The Authority began looking at other office buildings in the area where the Authority could double its current space, and the Authority recently approached you about leasing approximately 900 square feet of space in the Office Building. You state that you did not contact the Authority and that the Authority came across your ad which included costs lower than those of other places investigated by the Authority. You further state that the space in the Office Building is the closest available to the Authority’s current space. You additionally state that the space in the Office Building would be custom built-out to meet the Authority’s exact needs and that the space should cost nearly half the rate of equivalent office space elsewhere. Casciola, 15-528 April 6, 2015 Page 2 The Authority is advertising for space to lease and soliciting sealed proposals under a Request for Proposals for office space. You state that you told the Authority that you could formally respond to it regarding space in the Office Building only after the appearance of the Authority’s advertisement and contingent upon “clearance” by the Commission. Based upon the above submitted facts, you ask whether the Ethics Act would impose any prohibitions or restrictions upon you with regard to submitting to the Authority a sealed proposal to lease the Authority space in the Office Building. 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. 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). Casciola, 15-528 April 6, 2015 Page 3 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. "Immediate family." A parent, spouse, child, brother or sister. "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. 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). Casciola, 15-528 April 6, 2015 Page 4 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. 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. 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. Having established the above general principles, you are advised as follows. Your wife is a member of your immediate family as that term is defined in the Ethics Act. The Company is a business with which you and your wife are associated in your capacities as owners. Section 1103(a) of the Ethics Act, pertaining to conflict of interest, imposes restrictions upon public officials and public employees. Therefore, Section 1103(a) would impose restrictions upon you in your capacity as a public official, rather than upon you in your private capacity. The Ethics Act would not restrict you, in your private capacity, from submitting to the Authority a sealed proposal to lease the Authority space in the Office Building. However, at such times as you would have a business relationship with or would have a reasonable expectation of developing a business relationship with the Authority, you would have a conflict of interest and would violate Section 1103(a) of the Ethics Act by participating in your official capacity as a Township Supervisor in matter(s) involving the Authority if: (1) you would be consciously aware of a private pecuniary benefit for you, a member of your immediate family such as your wife, or the Company; (2) your 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, you 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. Casciola, 15-528 April 6, 2015 Page 5 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. Specifically not addressed herein is the applicability of the Second Class Township Code. Conclusion: As a Supervisor for Cecil Township (“Township”), located in Washington 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) you and your wife own a small office building (the “Office Building”) located in the Township that operates as a company named “Cecil Town Center LLC” (the “Company”); (2) the Office Building is new and has approximately 1,000 square feet of space that has not yet been leased; (3) the Cecil Township Municipal Authority (“Authority”) currently rents approximately 485 square feet of space in the Cecil Township Municipal Building (“Municipal Building”); (4) the Authority has outgrown its current space, and there is insufficient space available in the Municipal Building to meet the Authority’s needs; (5) the Authority began looking at other office buildings in the area where the Authority could double its current space, and the Authority recently approached you about leasing approximately 900 square feet of space in the Office Building; (6) you did not contact the Authority, and the Authority came across your ad which included costs lower than those of other places investigated by the Authority; (7) the space in the Office Building is the closest available to the Authority’s current space; (8) the space in the Office Building would be custom built-out to meet the Authority’s exact needs, and the space should cost nearly half the rate of equivalent office space elsewhere; (9) the Authority is advertising for space to lease and soliciting sealed proposals under a Request for Proposals for office space; and (10) you told the Authority that you could formally respond to it regarding space in the Office Building only after the appearance of the Authority’s advertisement and contingent upon “clearance” by the Pennsylvania State Ethics Commission, you are advised as follows. Your wife is a member of your immediate family as that term is defined in the Ethics Act. The Company is a business with which you and your wife are associated in your capacities as owners. Section 1103(a) of the Ethics Act, pertaining to conflict of interest, imposes restrictions upon public officials and public employees. Therefore, Section 1103(a) would impose restrictions upon you in your capacity as a public official, rather than upon you in your private capacity. The Ethics Act would not restrict you, in your private capacity, from submitting to the Authority a sealed proposal to lease the Authority space in the Office Building. However, at such times as you would have a business relationship with or would have a reasonable expectation of developing a business relationship with the Authority, you would have a conflict of interest and would violate Section 1103(a) of the Ethics Act by participating in your official capacity as a Township Supervisor in matter(s) involving the Authority if: (1) you would be consciously aware of a private pecuniary benefit for you, a member of your immediate family such as your wife, or the Company; (2) your 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, you 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 Casciola, 15-528 April 6, 2015 Page 6 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