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HomeMy WebLinkAbout85-528 FlowerDavid J. Flower, Esquire Yelovich & Flower 166 East Union Street Somerset, PA 15501 Dear Mr. Flower: STATE ETHICS COMMISSION 308 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 TELEPHONE (717) 783 -1610 March 22, 1985 RE: Insurance /Pension Coverage; Township Supervisors 85 -528 This responds to your letter of February 12, 1985, wherein you requested the advice of the State Ethics Commission. Issue: Whether the supervisors of a township of the second -class may authorize their participation in an (insurance /annuity) program paid for by the township. Facts: You are a solicitor for a township of the second - class. In that capacity, you have requested the advice of the State Ethics Commission in reference to the potential participation by township supervisors in an annuity /insurance program, paid for by the township. On behalf of the township, you request to know the propriety of such participation. You have indicated that the township currently provides a retirement type policy for its employees. There are presently three supervisors in the township. One supervisor is employed by the township as a roadmaster /superintendent; one supervisor is employed by the township as a laborer and works forty (40) hours per year; and the final supervisor serves only in the capacity as supervisor. The auditors of the township have approved the purchase of the insurance /annuity for all of the supervisors. You have requested the advice of the Commission as to the propriety of these supervisors receiving, at the township's expense, the aforementioned insurance benefits. Discussion: At the outset, it should be noted, that the supervisors of a township of a second -class are public officials as that term is defined in the State Ethics Act. 65 P.S. §402. As such, these individuals must conform their conduct to the requirements of the Act. See opinion 80 -050, Sowers. David J. Flower, Esquire March 22, 1985 Page 2 Generally the Ethics Act provides that: Section 3. Restricted activities. (a) No public official or public employee shall use his public office or any confidential information received through his holding public office to obtain financial gain other than compensation provided by law for himself, a member of his immediate family, or a business with which he is associated. 65 P.S. 403(a). The compensation to be paid to a township supervisor is established by the Second -Class Township Code. Specifically, supervisors who serve only in that capacity (i.e., as a supervisor) may receive a statutory fee and no other compensation. 53 P.S. §65515. The supervisors who, are appointed and actually serve as roadmaster, road superintendent, and laborer, may receive additional compensation, but only as fixed by the township board of auditors. Based upon these provisions of law, the State Ethics Commission has previously concluded that the purchase of pension /annuity policies on the authorization of the township supervisors which would be applicable to and benefit the township supervisors themselves is questionable. Basically, the compensation for a supervisor acting as a roadworker or roadmaster, including deferred compensation in the form of a pension or annuity must be fixed or otherwise approved by the auditors of the township. These concepts were affirmed by the Commonwealth Court of Pennsylvania in Hoak and McCutcheon v. State Ethics Commission, 77 Cmwlth. Ct. 529; 466 A.2d 283, (1983). Turning to the questions presented in your letter requesting advice, there can be no doubt that in reference to the township supervisor who serves only in that capacity, this individual may not, as a supervisor, authorize the purchase for himself, participate or otherwise receive any compensation or benefit from the program herein question. Such would be financial gain obtained in violation of the State Ethics Act. See 84 -561, Ferraro; 84 -576, Butler. The second supervisor mentioned in your letter has been appointed as the township roadmaster and /or road superintendent. In reveiwing this situation, we have utilized the Ethics Commission Statement of Policy as set forth in 51 Pa. Code §7.1. This supervisor, as noted previously, may be awarded additional compensation in accordance with the provisions of the Township Code and court pronouncements. Of course, such compensation must be fixed and affirmatively approved by the township board of auditors. This approval should also operate prospectively and should be duly recorded in the minutes of the auditors meetings. The compensation in the form of a retirement or annuity program should be similiar to that in effect for other township employees and should not extend any special type of treatment to this supervisor. David J. Flower, Esquire March 22, 1985 Page 3 Finally, we will assume for the purpose of this advice that the supervisor here in question is employed by the township in the aforementioned capacity on a full -time basis. If the conditions, as outlined above, are now existing, then there would be no prohibition under the Ethics Act with this supervisor's receipt of compensation in the form of a township established pension or retirement program. See opinion 84 -008, Kiniry. The final question presented by your request is in reference to the supervisor who is employed by the township as a worker approximately forty (40) hours per year. The Commission has recently addressed the question of whether a township supervisor who is employed on a part -time basis may, within the purview of the State Ethics Act, receive, at township expense, life and health insurance coverage. See Opinion 85 -005, Nanovic. The Commission stated in that opinion that: The Commission, of course, will not attempt to nor does it have the authority to usurp the function of the township auditors. That body must fix the salary of supervisors employed as laborers, roadmasters, or superintendents. We believe, however, that the Board of Township Auditors has no authority to fix compensation when no work is performed. As such, any approved compensation must bear a rational and reasonable relationship to the actual services performed. We believe that in the instant matter, the supervisor may, within the purview of the State Ethics Act, receive insurance coverage to the extent approved by the auditors. This coverage, however, should bear a reasonable relationship to the functions performed. Factors to consider in this respect may include; the extent of the coverage offered to other employees performing similar functions; the percentage of time actually worked by said supervisor in relation to the other employees; the type and extent of coverage accorded to others under similar cirmcumstances in the locality; the extent of any co -pay requirement to be imposed upon the supervisor; and the limitation of coverage if apportioned in relation to the percentage of time actually worked. Unlike Nanovic, the case involved here concerns pension /retirement coverage. Generally, this type of coverage is usually available to full -time or salaried employees or otherwise contains various contribution rate, and vesting provisions. See e.g., Pennsylvania Municipal Retirement Law. 53 P.S. §881.101 et. seq. If such a system existed that was based upon the previously mentioned factors and was reasonably related to the work performed, David J. Flower, Esquire March 22, 1985 Page 4 participation may be possible. In any event, because of the very limited nature of this supervisors employment, (40 hours per year, or less than one hour per week) and because the "program" in question appears to be the type that is the flat purchase of an insurance policy with no other limitations, we believe that this supervisor may not purchase at township expense, the pension /retirement insurance policy herein question without violating the Ethics Act. Under these circumstances and in light of Nanovic, any contribution by the township would and must be of a minimal nature. Conclusion: Township supervisors are public officials within the purview of the State Ethics Act. As such, they may not use their public position in order to obtain financial gain other than compensation provided by law. In light of this and the factors herein present, only the supervisor who is a full -time township employee may participate in the retirement program in question. Pursuant to Section 7(9)(ii), this 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, providing tyre requestor 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. Finally, if you disagree with this Advice or if you have any reason to challenge same, you may request that the full Commission review this Advice. A personal appearance before the Commission will he scheduled and a formal Opinion from the Commission will be issued. Any such appeal must be made, in writing, to the Commission within 15 days of service of this Advice pursuant to 51 Pa. Code 2.12. JJC /rdp Sincerely, John J ontino General Counsel