HomeMy WebLinkAbout1708 Lieberman,r l
STATE ETHICS COMMISSION
309 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
In Re: Harvey Lieberman, File Docket:
Respondent X -ref:
Date Decided:
Date Mailed:
15 -051
Order No. 1708
1124117
1131117
Before: Nicholas A. Colafella, Chair
Mark R. Corrigan, Vice Chair
Roger Nick
Melanie DePalma
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." A Stipulation of Findings and a Consent Agreement were
subsequently submitted b 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.
(. ALLEGATIONS:
That Harvey Lieberman, a public official /public employee in his capacity as the Tax
Collector for the Borough of Dormont, Allegheny County, violated Sections 1103(a),
1104 a , and 1104(d) of the State Ethics Act (Act 93 of 1998), 65 Pa.C.S. §5 1103x,
10a�, 1104(d), when he used the authority of his public position for the benefit of himself
and/or a business with which he is associated by using the offices of the Dormont Tax
Collector for the benefit of the Dormant Democratic Committee, a business with which he
and/or a member of his immediate family is associated, including but not limited to the use
of office space, fax machines, copiers, computers and telephones to solicit campaign
contributions in support of candidates supported by the Dormont Democratic Committee;
and when he failed to file Statements of Financial Interests in connection with his service
as Tax Collector with Dormant Borough for calendar years 2010, 2011, 2013, and 2014.
II. FINDINGS:
Harvey W. Lieberman has served as the Real Estate Tax Collector (hereafter "Tax
Collector ") for Dormont Borough, Allegheny County, since January 2, 1990.
a. As the elected Tax Collector for Dormont Borough, Lieberman also serves as
a Tax Collector for Keystone Oaks School District.
Dormont Borough hereafter "Borough ") comprises one geographical
area of Keystone Oaks School District.
P.O. BOX 1 1470, HARRISBURG, PA 17 1 08- 1470 ® 7 1 7 -783- 1 6 1 0 - 1 -800- 932 -0936 ® www.ethics.state.pa.us
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2. Keystone Oaks School District is comprised of the three (3) non-
contiguous Boroughs of Dormont, Castle Shannon and Green Tree.
2. The local tax collector is the municipal officer designated to collect municipal as well
as school district real estate and personal taxes levied within the borough.
a. Tax collectors are elected to a four -year term beginning the first Monday in
January following the applicable municipal election.
1. If a successor tax collector is not elected, or fails to qualify, the office
remains vacant until the governing body appoints an individual to fill
the vacancy.
aa. Qualifications to serve as tax collector for a borough are limited
to residency in the borough for one year prior to the election
and continual residency during the term of office.
3. The Local Tax Collection Law requires the tax collector (or some other duly
authorized person to be available for receiving and receipting paid taxes during at
least three days of each of the last two weeks of the discount period, at the location
designated within the tax notice.
a. The tax notice must state a place and time where taxes may be paid.
4. No specific stipulations or mandates exist concerning office facilities for tax
collectors of Pennsylvania boroughs.
a. Boroughs may provide office space for the tax collector within the borough
municipal building but are not required to do so.
5. Tax Collectors may maintain an office on private property, including their homes, if
desired.
a. Expenses associated with maintaining an office on private property must be
paid from the tax collector's own finances; public funds cannot be utilized.
1. Compensation for Borough tax collectors is set independently by each
taxing district.
6. Borough tax collectors are reimbursed for actual expenses for printing, ppostage,
books, etc., and/or any necessary office /record expenses related to the collection of
taxes.
a. Expenses associated with printing, postage, etc., are to be paid by the
municipality, in addition to the tax collectors established compensation.
7. The Borou h municipal building was previously located at 2975 West Liberty
Avenue, Pit sburgh, PA 15216, when Lieberman first assumed office as the elected
Tax Collector.
a. The Borough supplied Lieberman with an office at the municipal building
located at 2975 West Liberty Avenue, for the purposes of executing his
duties as the Borough Tax Collector.
b. Since at least 1990, the Borough has provided office space within the
Borough municipal building for the Tax Collector.
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8. The Borough municipal building is currently located at 1444 Hillsdale Avenue,
Pittsburgh, PA 15216.
a. The Borou h municipal building was relocated from 2975 West Liberty
Avenue to its current location during or about December 1999.
The Borough relocated the municipal building following the purchase
and renovation of the former Hillsdale Elementary School.
9. The Borough municipal building is secured via use of an electronic locking system.
a. The access doors to the Borough municipal building automatically unlock
and lock at 6:00 a.m. and 9:00 p.m. respectively on weekdays.
b. The access doors to the Borough municipal building automatically unlock
and lock at 8:30 a.m. and 9:00 p.m. respectively on weekends.
C. Authorized individuals may enter the Borough municipal building while locked
by inputting a code on keypads located at the front and/or rear entrances of
the building.
10. The current Borough municipal building houses the Borough administrative office,
the Borough Police Department, and the Borough Tax Coflector office.
a. The Borough also rents office space to the Allegheny County District
Attorney's Office.
11. Individual offices located within the Borough building are secured by way of an
electronic locking system.
a. In lieu of conventional keys, individuals are supplied with an electronic key
fob to gain entry.
Fobs supplied may be programmed to allow access to one or more of
the offices located within the Borough building.
2. If an electronic key fob is used to access offices after normal business
hours it is recorded by the electronic locking system.
aa. The system has the ability to identify and record fob use
including: the date of use, the time of use, and the individual to
which the fob is assigned.
12. Although the Borough's administrative office and the Tax Collector's office are
housed within the same building, the offices are physically separate and distinct
from one another.
13. The Borough's administrative office is composed of multiple internal offices which
include, but are not limited to, a vestibule /front desk office, clerk supervisor's office,
manager's office, etc.
a. The general public may access the Borough office during regular business
hours, Monday through Friday, 8:30 a.m. to 4:30 p.m.
No key fob is required to access the vestibule /front desk area of the
Borough office during normal operating hours.
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14. The Tax Collector's office consists of a one -room office within the Borough
municipal building.
a. Lieberman maintains normal office hours of Monday, Wednesday, and
Thursday, 10:00 a.m. to 2:00 p.m.
1. During the last two (2) weeks of April and August, Lieberman
maintains office hours of Monday through Friday, 9 :00 a.m. to 4:00
P.M.
2. Lieberman offers extended hours in April and August to
accommodate the public paying taxes prior to the expiration of the
discount period.
15. Lieberman may access the Tax Collector's office with his electronic key fob at any
time while the Borough municipal building's main entrances are unlocked.
a. Lieberman is often present in his Tax Collector office beyond his normally
scheduled office hours.
16. The Borough provides Lieberman all equipment and supplies necessary for the
completion of his duties as the Borough Tax Collector.
a. Borough - provided equipment includes furniture (i.e., desk, chairs, etc.),
desktop computer, computer printer, and landline telephone.
1. The Borough additionally provides Lieberman access to the Borough
photocopy machine during normal business hours.
aa. The Borough photocopy machine is a multi- faceted machine
with facsimile capabilities.
2. The Borough provides Lieberman access to the Borough postage
machine during normal business hours for necessary mailings.
aa. [Postage is applied to Lieberman's mailings by Borough
employees.]
b. General office supplies provided by the Borough include printer paper,
photocopier paper, and mailing envelopes.
17. The Allegheny County Democratic Committee ( "ACDC ") is a group of activists who
promote civic engagement and awareness within their respective communities.
a. The ACDC is composed of representatives from each votin precinct within
Allegheny County, as well as others who share similar interests with the
goals and purpose of the ACDC.
b. The mission of the ACDC is to engage a business -like approach to the
political process, especially as it relates to campaigning and the success of
those candidates it supports.
18. Each municipality within Allegheny County is made up of multiple voting precincts.
a. Each voting precinct elects, and is represented by, one male and one female
representative.
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1. Individuals elected as the representative for [a] municipality serve as
the representative for their individual municipal Democratic
Committee[s] (i.e., the Dormont Democratic Committee).
2. Each Municipal Democratic Committee supports, and is incorporated
within, the ACDC.
b. Committee members are generally appointed for a four-year term.
19. Municipal Democratic Committee member elections are held in conjunction with the
Commonwealth's Gubernatorial election cycle.
a. Committee member elections are held during the primary election.
b. No Committee member elections occur during the general election.
20. Individual Municipal Democratic Committees have a stated purpose of supporting
local municipal election candidates as well as Democratic candidates beyond the
local area.
a. A function of the Municipal Democratic Committees is to identify candidates
to run for elected positionsloffices within their local municipalities.
b. The Municipal Democratic Committees are to identify, recruit, and/or support
candidates and/or officials with the values and beliefs of the ACDC.
21. The Dormont Democratic Committee ( "DDC" ) is a Democratic organization
chartered under the Allegheny County Democratic Party.
a. The DDC is organized under the authority of the ACDC.
b. The DDC is one of multiple Democratic Committees which support the
ACDC.
22. At full capacity, the DDC is composed of twenty committee members.
a. Dormont Borough is composed of ten wards.
1. One male and one female representative is elected from each of the
Borough's ten wards.
b. Officers of the DDC are elected by the membership.
1. DDC officer positions include: Chairman, Vice - Chairman, and
Secretary.
2. The DDC Treasurer is appointed by the Chairman.
3. Individuals serving as DDC officers need not be committee members.
23. Lieberman was elected to, and subsequently served as a member of, the DDC
representing the Borough's 4'" Ward from at least mid -May 2006 until late August
2011.
a. Lieberman was elected as a member of the DDC during the May 16, 2006,
primary election.
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b. Lieberman was re- elected to his DDC position during the May 18, 2010,
primary election.
1. Lieberman was appointed as the Chairman of the DDC in or about
June 2010.
C. Lieberman submitted a letter of resignation to the ACDC, announcing his
intention to resign from the DDC, during or about late August 2011.
1. Lieberman has not served as a DDC committee member since August
2011,
24. Barbara Lieberman was elected to the DDC as the female representative of the
Borough's 4th Ward during the May 20, 2014, primary election.
a. Barbara Lieberman is Lieberman's spouse.
b. Barbara Lieberman resigned her most recent position on the DDC prior to
the expiration of her four -year term.
1. Neither the ACDC nor the DDC could identify the specific date of
Barbara Lieberman's resignation.
25. Lieberman has maintained an interest and/or been active in politics at all levels
(local, state, and national) including prior to his election as Tax Collector in 1996.
a. Lieberman's political involvement continued while he served as the Borough
Tax Collector.
b. Lieberman focused his political attention to the candidates and ideals
presented by the DDCIACDC.
1. At times Lieberman attended DDC meetings and/or functions,
although he was not at that time an official DDC member.
26. On occasions, Lieberman generated, copied, and/or distributed letters or notices
endorsing DDC candidates, ACDC candidates, and/or other Democratic candidates
during election cycles, as well as solicited funds for the DDC.
a. Lieberman routinely referenced his position as the Borough Tax Collector in
the letters /notices, as detailed in the figures below:
Lieberman, 15 -051
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Figure 1
Dear Dormont Resident,
As Chairman for the Domton ernoc We go Wector,
am asking for your vote in the May elections. Please support the following
. _ -- cmdidates for Dormont council.
John. Maggio
Drew Lehman
James Keaney
Thank You,
Hervey W. Lieberman
Lieberman, 15 -051
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Figure 2
Dear friends,
In the election two years ago, the un- endorsed Democratic
Council members helped and paid for a Republican candidate to run
against me. I've been the tax collector for 26 years.
Now, these same people are creating problems with the
Dormont budget and blaming it on the ex- borough manager when it is
really their fault.
And, these same people are running again and 1 am asking for
your help to defeat these people and elect our three candidates who
are well educated, intelligent, and hard - working people.
Sincerelyy yo
Lieberman, 15 -051
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Figure 3
The Dormont Democratic Committee
requests your donation of
_$10 _$20 _$25 _$30
Harvey Lieberman
Tax Collector, Borough of Dormont
[Respondent's residence address redacted]
We thank you in advance for assisting in electing Democrats to positions of
leadership.
27. Permissions initially established for Lieberman's Borough key fob allowed
Lieberman to access his Tax Collector office, as well as the vestibule door to the
Borough office, prior to and/or after normal business hours.
a. Once in the Borough vestibule, Lieberman had access to the main
hallwaylpathway leading to the remaining Borough offices, supply closets,
etc.
Lieberman had access to the main hallway/pathway area via use of
an interior vestibule door which is not routinely locked.
2. All interior Borough offices, supply closets, etc., were individually
locked, preventing access to oces, supplies, etc.
3. The Borough's all -in -one photocopier, facsimile machine, etc., was
located within the main hallway /pathway of the Borough office.
aa. Limited reams of extra paper for the photocopier /fax machine
were typically present in the immediate area of the machine.
28. During the timeframe of February 2012 through September 2013, Lieberman
frequently accessed the Borough office during non - business hours.
a. At this time, Lieberman was running for re- election as the Borough Tax
Collector, specifically during 2013.
29. From February 2012 through September 2013, Lieberman utilized his Borough key
fob to gain entry into the Borough office beyond normal business days /hours, on
seventy separate dates.
a. Lieberman accessed the Borough office beyond normal business hours
multiple times during the same day on a total of twenty -six occasions.
b. Lieberman accessed the Borough office beyond normal business hours a
total of 139 times from February 2012 through September 2013.
C. Borough key fob records for the 2011 calendar year were not available for
review.
30. Lieberman's permissions, as programmed into his electronic key fob, were
ultimately restricted by the Borough during or about the beginning of October 2013
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due to concerns that Lieberman used the Borough photocopier and paper for
campaign purposes.
a. Borough staff expressed a concern as a result of a large quantity of copy
paper missing from the Borough photocopy machine on Monday, May 20,
2013.
1. Borough employees had loaded the photocopyy machine with paper at
the end of the business day on Friday, May 17, 2013.
2. The majority of the paper in the photocopier was missing upon
Borough employees beginning work on Monday, May 20, 20'13.
3. The key fob log documented several individuals, including Lieberman,
accessing the Borough office between close of business May 17,
2013, and opening of business on May 20, 2013.
4. Those entering the Borough building between May 17, 2013, and May
20, 2013, included, in addition to Lieberman, a cleaning service, the
Borough Engineer, the Borough Manager, and the Director of Parks
and Recreation.
b. Of those individuals accessing the building as identified above, Lieberman
was the only individual running for election /re- election to public office in
2013.
31. As of October 12, 2013, Lieberman's key ob permissions were restricted to no
longer allow him to access the Borough office beyond normal business hours.
32. During a sworn statement provided to Commission Investigators on August 16,
2016, Lieberman testified, in pertinent part, as follows:
a. Lieberman was aware of the State Ethics Act and the fact that public
officials /employees are not permitted to use the resources of their office for a
private pecuniary gain.
b. Lieberman had, at least on two occasions, accessed the Borough office
beyond normal business hours for the purpose of utilizing the Borough
photocopier and paper supplies to generate letters requesting support for
specific political candidates.
33. As a political party committee, the DDC is required to file Campaign Finance
Reports ( "CFRs ") or Campaign Finance Statements ( "CFSs "), with the Allegheny
County Department of Elections.
a. A CFS may be filed in lieu of a full CFR if aggregate receipts, expenditures,
or liabilities incurred do not exceed $250.00 during the reporting period.
34. Information required on a CFR and/or CFS include, amongst other information, the
name and street address of the filing committee.
a. The DDC maintains no formal or official office space from which it operates.
b. The address routinely utilized by the DDC upon a CFR /CFS filed for the
timeframe of 2009 to 2015 was that of the individual serving as the
committee chairman or treasurer.
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35. Lieberman was elected as Chairman of the DDC in approximately June 2010 and
subsequently authorized use of the Borough municipal building's address as the
address on file for the DDC.
a. The DDC Annual CFR filed on January 31, 2011, for the reporting period of
May 1, 2010, through December 31, 2010, identifies a street address for the
DDC of 1444 Hillsdale Avenue, Pittsburgh, PA 15216.
1444 Hillsdale Avenue, Pittsburgh, PA 15216 is the mailing address of
the Borough municipal building.
2. The address of the Borough municipal building as documented on the
DDC Annual CFR for 2010 is in Lieberman's handwriting.
3. Lieberman served as a member and the Chairman of the DDC at that
time.
b. The Borough municipal building address was again utilized b the DDC as its
address of record upon the CFR filed on May 5, 2011, for the 6t" Tuesday
Pre - Primary report.
1. Lieberman served as a member and the Chairman of the DDC during
this time.
36. Concerns regarding the DDC's use of the Borough municipal buildinq's address for
CFRs filed was ultimately brought to the attention of Borough Council by members
of the public at the regular Borough Council meeting of June 6, 2011.
a. Subsequent CFRs filed for the DDC on June 16, 2011, October 27, 2011,
and December 6, 2011, by the DDC identify an address of [ Lieberman's
residence address redacted].
Lieberman's home address at that time was, and currently is,
[ Lieberman's residence address redacted].
b. The DDC's CFRs filed after 2011 again identified the home address of the
DDC Chairman as the DDC's address.
37. During a sworn statement provided to Commission Investigators on August 16,
2016, Lieberman testified, in pertinent part, as follows:
a. Lieberman was aware of the State Ethics Act and the fact that public
off icialslemployees are not permitted to use the resources of their office for a
Fpecuniary benefit of a business with which they, or an immediate
family member, are associated.
b. The "Address" section of the CFR filed on behalf of the DDC on January 31,
2011, which first documented the Borough municipal building address as the
DDC's address, was written in Lieberman's handwriting.
G. Lieberman had no explanation why he utilized the Borough municipal
building address as the address for the DDC.
d. Lieberman's actions in using the Borough municipal Building's address as
the DDC's address on the CFR filed was a "mistake."
e. Lieberman admitted that he should not have utilized the address of the
Borough municipal building for that of the DDC.
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38. Although Lieberman served only until late 2011* as an elected member of the DDC,
Lieberman remained active with the DDC after his resignation.
a. Lieberman continued to attend DDC meetings after his resignation.
b. Lieberman continued to support and lobby for the election of candidates
endorsed by the DDC following his resignation.
*[See, Fact Finding 23 c(1).]
39. As the Borough Tax Collector, Lieberman has interaction with multiple individuals
who own property and/or reside within the Borough.
a. Interaction between Lieberman and Borough property owners and/or
residents occurs in- person and/or via telephone contact.
b. Interaction primarily occurs as a result of individuals posing tax- related
questions to Lieberman and/or issuing payment in- person for taxes due.
40. Lieberman is vocal in his support of candidates running for election and is also vocal
in his disdain for candidates that he opposes.
a. As the Tax Collector, Lieberman engaged in conversation with individuals
interacting with him regarding candidate support and/or candidate opposition.
Lieberman encouraged support from and/or lobbied individuals by
way of the Borough's telephone in the Tax Collector's office.
2. Lieberman encouraged support from and/or lobbied individuals
traveling in- person to the Tax Collector's office while there for official
municipal business.
b. Lieberman at times requested individuals to display campaign signs on their
property for those candidates endorsed by the DDC.
1. Lieberman made requests during telephone conversations through
the telephone in the Tax Collector's office seeking individuals to
display campaign signs on their property.
2. Lieberman made requests to individuals appearing in- person at the
Tax Collector's office to display campaign signs on their property.
C. Individuals contacting or appearing at the Tax Collector's office for official
business were solicited by Lieberman who sought support and votes for DDC
endorsed candidates.
The specific number of individuals solicited over the last five years of
Lieberman's tenure could not be determined.
41. During a sworn statement provided to representatives of the Investigative Division
on August 16, 2016, Lieberman claimed the following:
a. Lieberman provided his opinion(s) on candidates running for election to
individuals appearing in or contacting him via telephone at the Tax Collector
office if the individuals asked him such.
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1. Lieberman claimed he did not initiate conversations regarding political
candidates with individuals appearing at [sic], or contacting him, via
telephone.
b. Lieberman requested support for his own re- election efforts and/or election
efforts for other Democratic candidates from individuals appearing in, or
contacting him via telephone at, the Tax Collector office if the individuals
questioned whom he supported.
1. Lieberman claimed he did not initiate conversations regarding re-
election /election support from individuals appearing at [sic], or
contacting him, via telephone.
C. Lieberman requested only one individual who came into the Tax Collector
office to display a campaign sign in her yard.
Lieberman made additional requests for individuals to display
campaign signs on their property via telephone calls from his home
telephone.
THE FOLLOWING FINDINGS RELATE TO ALLEGATIONS THAT LIEBERMAN FAILED
TO FILE STATEMENTS OF FINANCIAL INTERESTS WITH DORMONT BOROUGH IN
HIS POSITION AS TAX COLLECTOR FOR THE 2010, 2011, 20131 AND 2014
CALENDAR YEARS.
42. Statement of Financial Interests filing requirements for public officials and public
employees are mandated by Section 1104 of the State Ethics Act.
a. Section 1104(a) mandates, in part, the following:
...Any other public employee or public official shall file a
statement of financial interests with the governing
authority of the political subdivision by which he is
employed or within which he is appointed or elected no
later than May 1 of each year that he holds such a
position and of the year after he leaves such a
position....
65 Pa.C.S. § 1104(a).
Lieberman was required to file Statements of Financial Interests
( "SFIs ") by May 15 annually in his position as the Borough Tax
Collector.
2. Lieberman was also required to file SFIs by May 1St annually in his
position as a Tax Collector for Keystone Oaks School District.
43. On December 10, 2015, an SFI compliance review was conducted at the Borough
office located within the Dormant Municipal Building at 1444 Hillsdale Avenue,
Dormont, PA 15216.
a. A review of Lieberman's SFIs for the past five calendar years was conducted
in conjunction with the overall SFI review.
44. Lieberman maintained only one SFI on file with the Borough for calendar years
2010 through 2014.
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a. Lieberman had filed an SFI with the Borough on March 7, 2013, for calendar
year 2012.
Actual year 2013 was an election year for the office of Borough Tax
Collector.
b. Lieberman had no SFIs on file with the Borough for calendar years 2010,
2011, 2013, or 2014.
Per Section 1104(d) of the State Ethics Act, Lieberman was not
entitled to receive cam ensation from public funds for those years for
which no SFI was filed
45. On September 27th and 28th, 2016, contact was made with the Keystone Oaks
School District during which copies of Lieberman's SFIs filed for the last six
calendar years were requested for review.
a. Lieberman's SFIs for calendar years 2010 through 2015 were supplied for
review on September 28, 2016.
b. Lieberman's SFIs filed with the Keystone Oaks School District bore no
material deficiencies.
Review of Lieberman's SFIs filed with the Keystone Oaks School
District for calendar years 2012 and 2015 revealed Lieberman's
failure to complete Section 11 "Gifts" on each respective SFI.
C. Lieberman's SFI(s) identified his position as the Tax Collector for both the
Keystone Oaks School District as well as the Borough.
d. None of Lieberman's SFIs bore any evidence of backdating.
46. A Notice of Investigation dated April 7, 2016, detailing allegations of potential State
Ethics Act violations by Lieberman in his capacity as the Borough Tax Collectorwas
forwarded to Lieberman on April 7, 2016, via Certified Mail (7011 0470 0002 7997
2244) through the United States Postal Service at his home address.
a. The Notice of Investigation included allegations, among others, that
Lieberman had failed to file SFIs with the Borough for calendar years 2010,
2011, 2013, and 2014.
47. Subsequent to the receipt of the Notice of Investigation, Lieberman completed and
forwarded SFIs for calendar years 2010, 2011, 2013, and 2014 to the Pennsylvania
State Ethics Commission Harrisburg Office.
a. Lieberman completed the SFIs on or about May 14, 2016.
1. Lieberman completed and forwarded the SFIs as a result of his
receipt of the April 7, 2016, Notice of Investigation.
b. Lieberman's SFIs for calendar years 2010, 2011, 2013, and 2014 were date
stamped as received at the Pennsylvania State Ethics Commission
Harrisburg Central Office on May 18, 2016.
III. DISCUSSION:
As the Real Estate Tax Collector ( "Tax Collector") or Dormont Borough ( "Borough "),
Allegheny County, since January 2, 1990, Respondent Harvey Lieberman, also referred to
Lieberman, 15 -051
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herein as "Respondent," "Respondent Lieberman," and "Lieberman," 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 Lieberman violated Sections 11 03(a), 11 04(a), and 1104(d)
of the Ethics Act when he used the authority of his public position for the benefit of himself
and/or a business with which he is associated by using the offices of the Borough Tax
Collector for the benefit of the Dormont Democratic Committee, a business with which he
and/or a member of his immediate family is associated, including but not limited to the use
of office space, fax machines, copiers, computers and telephones to solicit campaign
contributions in support of candidates supported by the Dormont Democratic Committee,
and when he failed to file Statements of Financial Interests ( "SFIs ") in connection with his
service as Tax Collector with the Borough for calendar years 2010, 2011, 2013, and 2014.
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
(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 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(x) 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 ecuniary 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.
Section 1104(x) of the Ethics Act provides that each public official /public employee
must file a Statement of Financial Interests for the preceding calendar year, each year hat
he holds the position and the year after he leaves it.
Section 1104(d) of the Ethics Act provides that no public official shall be allowed to
take the oath of office, or enter or continue upon his duties, nor shall he receive
compensation from public funds, unless he has filed a Statement of Financial Interests as
Lieberman, 15 -051
Page
required by the Ethics Act.
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 Lieberman has served as the Tax Collector for the Borough since
,January 2, 1990. As the elected Tax Collector for the Borough: Respondent also serves as
a Tax Collector for Keystone Oaks School District ("School District").
The Dormont Democratic Committee (also referred to herein as the "DDC") is a
Democratic organization chartered under the Allegheny County Democratic Party.
Respondent was elected to, and subsequently served as a member of, the DDC from at
least mid -May 2006 until late August 2011. Respondent was appointed as the Chairman of
the DDC in or about June 2010. Respondent resigned from the DDC during or about late
August 2011. Respondent has not served as a DDC committee member since August
2011. However, Respondent remained active with the DDC after his resignation in 2011.
Respondent's spouse, Barbara Lieberman, was elected to the DDC during the May
20, 2014, primary election. Barbara Lieberman resigned her most recent position on the
DDC prior to the expiration of her four -year term.
On occasions, Respondent generated, copied, and/or distributed letters or notices
endorsing DDC candidates and /or other Democratic candidates during election cycles, as
well as solicited funds for the DDC. Respondent routinely referenced his position as the
Borough Tax Collector in the letters /notices. See, Fact Finding 26 a.
In 2011, while serving as Chairman of the DDC, Respondent authorized use of the
Borough municipal building s address as the DDC's address on two Campaign Finance
Reports filed with the Allegheny Count Department of Elections. The use of the Borough
municipal building's address on DDC Campaign Finance Reports ceased after concerns
regarding same were raised at a Borough Council meeting on June 6, 2011.
During the timeframe of February 2012 through September 2013, while Respondent
was running for re- election as Tax Collector, Respondent frequently accessed the Borough
municipal building during non - business hours. Respondent's Tax Collector office is located
in the Borough municipal building and, like other offices in that building, is secured by an
electronic locking system that uses an electronic key fob for entry. Respondent's key fob
allowed Respondent to access not only the Tax Collector office but also the area where the
Borough's all -in -one photocopier /fax machine was located.
During or about the beginning of October 2013, the permissions programmed into
Respondents electronic key fob were restricted by the Borough due to concerns that
Respondent used the Borough photocopier and paper for campaign purposes. Borough
staff expressed a concern as a result of a large quantity of copy paper missing from the
Borough photocopy machine on Monday, May 20, 2013. Of those who had accessed the
Borouggh building between close of business May 17, 2013, and opening of business on
May 20, 2013, Respondent was the only individual running for election /re- election to public
office in 2013.
Respondent acknowledged that on at least two occasions he had accessed the
Borough office beyond normal business hours for the purpose of utilizing the Borough
photocopier and paper supplies to generate letters requesting support for specific political
candidates.
Additionally, individuals contacting or ap earing at the Tax Collector's office for
official business were solicited by Respondent for support and votes for DDC endorsed
candidates. Some of these communications occurred by way of the Borough's telephone
Lieberman, 15 -051
ag�—
in the Tax Collector's office. Respondent at times requested individuals to display
campaign signs on their property for candidates endorsed by the DDC. The specific
number of individuals solicited over the last five years of Respondent's tenure could not be
determined.
During an SFI Compliance Review on December 10, 2015, it was determined that
only one of the requisite SFIs was on file with the Borough for Respondent, specifically, an
SFI for calendar year 2012. Respondent had no SFIs on file with the Borough for calendar
years 2010, 2011, 2013, or 2014. In September 2016, Respondent's SFIs on file with the
School District for calendar years 2010 through 2015 were supplied for review.
Respondent identified his position as Tax Collector for both the Borough and the School
District on SFIs filed with the School District. Respondent failed to complete Section 11
"Gifts" on his SFIs filed with the School District for calendar years 2012 and 2015.
In May 2016, after receiving the Notice of Investigation issued by the Investigative
Division to him, Respondent completed and forwarded SFIs for calendar years 2010, 2011,
2013, and 2014 to the Commission's Harrisburg Office.
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 no violation of Section 1103(a) of the Public
Official and Employee Ethics Act, 65 Pa.C.S. §
1103(a), occurred to relation to allegations that
Lieberman utilized the authority of his public
position for the benefit of himself and/or a
business with which he is associated, namely the
Dormont Democratic Committee, when he
utilized the office of the Dormont Tax Collector to
solicit campaign contributions in suppport of
candidates supported by the Dormont
Democratic Committee, in that insufficient
evidence exists to establish that any actual use
of office space /equipment was beyond a de
minimis use;
That a violation of Section 1104(a) of the Public
Official and Employee Ethics Act, 65 Pa.C.S. §
1104(a), occurred when Lieberman failed to file
Statements of Financial Interests in connection
with his service as Tax Collector with Dormont
Borough for calendar years 2010, 2011, 2013,
and 2014, with Dormont Borough;
C. That no action will be undertaken pursuant [to]
Section 1104(d) of the Public Official and
Employee Ethics Act, 65 Pa.C.S. § 1104(d), in
light of the fact that although Statement of
Financial Interests filings were not made with the
Borough of Dormont, Lieberman did timely file
Statements of Financial Interests with the
Keystone Oaks School District.
Lieberman, 15 -051
ag��
Lieberman agrees to make payment in the amount of $500.00
in settlement of this matter payable to Commonwealth of
Pennsylvania and forwarded to the Pennsylvania State Ethics
Commission within thirty (30) days of the issuance of the final
adjudication in this matter.
Lieberman has filed complete and accurate Statements of
Financial Interests with the Borough of Dormont through the
Pennsylvania State Ethics Commission, for the 2010, 2011,
2013, and 2014 calendar years. These filings supplement
and/or amend those Statements of Financial interests which
were timely filed with the Keystone Oaks School District.
6. Lieberman agrees to not accept any reimbursement,
compensation or other payment from the Borough of Dormont
representing a full or partial reimbursement of the amount paid
in settlement of this matter.
7. 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 parties' Stipulation of Findings and Consent Agreement, it is clear
that there was some use by Respondent of government office space /e uip rent for political
purposes. Nevertheless, we may not find a violation of Section 1103�a) of the Ethics Act
where the private pecuniary benefit connected to such actions would have a de minimis
economic impact. See, 65 Pa.C.S. § 1102 ( "de minimis exclusion" contained within the
definition of `conflict or "conflict of interest "); Confidential Opinion, 05 -001.
Based upon the parties' Stipulation of Findings and Consent Agreement, we hold
that no violation of Section 1103(a) of the Ethics Act, 65 Pa.C.S. § 1103(a), occurred in
relation to allegations that Respondent utilized the authority of his public position for the
benefit of himself and/or a business with which he is associated, namelyy the Dormont
Democratic Committee, when he utilized the office of the Borough Tax Collector to solicit
campaign contributions in support of candidates supported by the Dormont Democratic
Committee, in that insufficient evidence exists to establish that any actual use of office
space /equipment was beyond a de minimis use.
We agree with the parties and we hold that a violation of Section 1104(x) of the
Ethics Act, 65 Pa.C.S. § 1104(a), occurred when Respondent failed to file with the Borough
SFIs for calendar years 2010, 2011, 2013, and 2014 in connection with his service as the
Borough Tax Collector.
Per the Consent Agreement of the parties, no action will be undertaken pursuant to
Section 1104(d) of the Ethics Act, 65 Pa.C.S. § 1104(d), in light of the fact that although
some SFI filings were not made with the Borough, Respondent did timely file SFIs with the
School District.
Lieberman, 15 -051
Page
As part of the Consent Agreement, Respondent has agreed to make payment in the
amount of $500.00 in settlement of this matter payable to the Commonwealth of
Pennsylvania and forwarded to this Commission within thirty (30) days of the issuance of
the final adjudication in this matter. Respondent has agreed to not accept any
reimbursement, compensation or other payment from the Borough representing a full or
partial reimbursement of the amount paid in settlement of this matter.
Respondent has now filed complete and accurate SFIs with the Borough for the
2010, 2011, 2013, and 2014 calendar years.
We determine that the Consent Agreement submitted by the parties sets forth a
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, Lieberman is directed to
make payment in the amount of $500.00 payable to the Commonwealth of Pennsylvania
and forwarded to this Commission by no later than the thirtieth (30th) day after the mailing
date of this adjudication and Order.
Finally, per the Consent Agreement of the parties, Lieberman is directed to not
accept any reimbursement, compensation or other payment from the Borough representing
a full or partial reimbursement of the amount paid in settlement of this matter.
Compliance with the foreggoing 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 the Real Estate Tax Collector ( "Tax Collector") for Dormont Borough ( "Borough "),
Allegheny County, since January 2, 1990, Respondent Harvey Lieberman
( "Lieberman ") has been a public official suN' ct to the provisions of the Public
Official and Employee Ethics Act ( "Ethics At', 65 Pa.C.S. § 1101 et seg.
2. Based upon the parties' Stipulation of Findings and Consent A reement, no
violation of Section 1103(a) of the Ethics Act 65 Pa.C.S. 1103(a occurred in
relation to allegations that Lieberman utilized the authority of his pub is position for
the benefit of himself and/or a business with which he is associated, namely the
Dormont Democratic Committee, when he utilized the office of the Borough Tax
Collector to solicit campaign contributions in support of candidates supported by the
Dormont Democratic Committee, in that insufficient evidence exists to establish that
any actual use of office space /equipment was beyond a de minimis use.
3. A violation of Section 1104(a) of the Ethics Act, 65 Pa.C.S. 1104(a), occurred
when Lieberman failed to file with the Borough Statements of Financial) Interests for
calendar years 2010, 2011, 2013, and 2014 in connection with his service as the
Borough Tax Collector.
Per the Consent Agreement of the parties, no action will be undertaken pursuant to
Section 1104(d) of the Ethics Act, 65 Pa.C.S. § 1104(d), in light of the fact that
although some Statement of Financial Interests filings were not made with the
Borough, Lieberman did timely file Statements of Financial Interests with the
Keystone Oaks School District.
In Re: Harvey Leiberman, File Docket: 15-051
Respondent Date Decided: 1124117
Date Mailed: 1131/17
ORDER NO. 1708
Based upon the parties' Stipulation of Findings and Consent Agreement, no
violation of Section 1103(a) of the Public Official and Employee Ethics Act ( "Ethics
Act "), 65 Pa.C.S. § 1103(a), occurred in relation to allegations that Harvey
Lieberman ( "Lieberman "), as the Real Estate Tax Collector ( "Tax Collector ") for the
Borough of Dormant ( "Borough "), Allegheny County, utilized the authority of his
public position for the benefit of himself and/or a business with which he is
associated, namely the Dormont Democratic Committee, when he utilized the office
of the Borough Tax Collector to solicit campaign contributions in support of
candidates supported by the Dormont Democratic Committee, in that insufficient
evidence exists to establish that any actual use of office space /equipment was
beyond a de minimis use.
2. A violation of Section 1104(a) of the Ethics Act, 65 Pa.C.S. 1104(a), occurred
when Lieberman failed to file with the Borough Statements of Financial Interests for
calendar years 2010, 2011, 2013, and 2014 in connection with his service as the
Borough Tax Collector.
3. Per the Consent Agreement of the parties, no action will be undertaken pursuant to
Section 1104(d) of the Ethics Act, 65 Pa.C.S. § 1104(d), in light of the fact that
although some Statement of Financial Interests filings were not made with the
Borough, Lieberman did timely file Statements of Financial Interests with the
Keystone Oaks School District.
4. Per the Consent Agreement of the parties, Lieberman is directed to make payment
in the amount of $500.00 payable to the Commonwealth of Pennsylvania and
forwarded to the Pennsylvania State Ethics Commission by no later than the thirtieth
(30th) day after the mairing date of this Order.
5. Per the Consent Agreement of the parties, Lieberman is directed to not accept any
reimbursement, compensation or other payment from the Borough representing a
full or partial reimbursement of the amount paid in settlement of this matter.
6. Compliance with paragraphs 4 and 5 of this Order will result in the closing of this
case with no further action by this Commission.
a. Non - compliance will result in the institution of an order enforcement action.
BY THE COMMISSION,
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