HomeMy WebLinkAbout89-514 RockafellowLee D. Rockafellow, Esquire
318 W. Bridge Street
Suite 1
Morrisville, PA 19067
Dear Mr. Rockafellow:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108-1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
March 14, 1989
89 -514
Re: Conflict of Interest, Mayoral Candidate, Member of
Corporation, Corporate Development of Property within the
Borough
This responds to your letter of February 2, 1989, in which
you requested advice from the State Ethics Commission.
Issue: Whether the State Ethics Act presents any restrictions or
prohibition upon a mayor, if elected, from being a primary member
of a corporation that seeks to develop certain property located
in the borough.
Facts: After stating that you were the Mayor of Morrisville from
1981 through 1985, and that you were narrowly defeated in the
last election, you indicate that you are considering running
again for Mayor but have certain questions prior to making a
decision as to whether you will run. You note that a group was
formed 18 months ago and registered as Gateway Limited which is a
corporation wherein you are a primary member. You state that the
group presented a potential plan to the Borough Council regarding
the development of certain unused land in the Borough consisting
of between three and five acres which is at the far end of
Williamson Park. After noting that the property in question has
not been used for any purpose, you state that your group has
proposed to build a mid rise building for housing the elderly as
a life care type facility which has a proximity to the downtown
area. You state that the first floor would consist of shops; the
second and third floor would consist of offices which might
include medical facilities; the fourth through ninth floor would
consist of senior housing and the top of the building would be a
restaurant overlooking the Delaware River and Trenton Skyline.
Lee D. Rockafellow, Esquire
March 14, 1989
Page 2
You advise that the proposal was presented approximately two
months ago to the Borough Council which was interested in the
matter. You state that the town people are positive towards the
proposal and that you are now in the process of working up
formalized plans for presentation. Additionally, you note that
the Borough Solicitor is reviewing the matter regarding the
appropriate way of acquiring the interest in land either through
a 99 year lease or an outright sale. You then indicate that you
do not anticipate that public funds or direct participation by
the Borough would occur and that you do not anticipate that any
tax rebates or reduction would be requested. However, you state
that there is a possibility that low interest loans through the
County Redevelopment Authority or other appropriate agency on the
state, federal level would make the project more viable. You
state that all discussions on this matter would be public and
that if you were elected mayor, the project would be ongoing and
all information would be public and that you would not
participate directly in any discussions, public or private, at
any time. You also state that anyone with any interest in the
matter would be fully knowledgeable of your involvement. You
then reference a - similar issue which arose some years ago when
you served as mayor and had holdings with others in the downtown
section which received redevelopment funding. You then note that
it was then determined that you could not participate in direct
discussions as to the ultimate decision and that you complied
with those restrictions regarding a conflict or a potential
conflict. You indicate that the same result appears to apply
here and that additionally you as mayor do not vote, unless to
break a tie, and that you would not vote in such situations if
elected. You conclude by posing two questions under the Ethics
Act: what limitations the Ethics Act would impose upon you in
the event that you were elected and the project continues and
secondly, what information should be made public in addition to
the above in addition to the reporting requirements in the
Statement of Financial Interests.,
Discussion: If you become a candidate for the office of mayor,
Section 4(b) of the Ethics Act would require that you file a
Statement of Financial Interests prior to the time that you would
file a petition to appear on the ballot for election as a public
official. 65 P.S. §404(b). If you are successful and elected
mayor, you would become a public official subject to the
provisions of the Ethics Act. 65 P.S. §402; 51 Pa. Code §1.1.
Lee D. Rockafellow, Esquire
March 14, 1989
Page 3
Section 3(a) of the Ethics Act provides:
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 term business with which he is associated is defined
under the Ethics Act as follows:
Section 2. Definitions.
"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 holder of stock.
65 P.S. 5402.
Since you have stated that you are a primary member of
Gateway Limited, it would appea -r- what - Gateway Limited is a
business with which you are associated as that term is defined
under the Ethics Act.
Under Section 3(a) quoted above, the State Ethics Commission
has determined that use of office by a public official to obtain
a financial gain for himself or a member of his immediate family
or a business with which he is associated which is not provided
for in law transgresses the above provision of law. Thus, use of
office by a public official to obtain a financial gain which is
not authorized as part of his compensation is prohibited by
Section 3(a): Hoak /McCutcheon, Orders No. 128, 129, affirmed
McCutcheon v. State Ethics Commission, 77 Pa. Commw. Ct. 529, 466
A.2d 283 (1983); Yacobet, Order No. 412 -R, affirmed Yacobet v.
State Ethics. Commission, 109 Pa. Commw. Ct. 432, 531 A.2d 536
(1987). Similarly, Section 3(a) of the Ethics Act would prohibit
a public official /employee from using public office to advance
his own interests; Koslow, Order 458 -R, affirmed Koslow v. State
Ethics Commission, Pa. Commw. Ct. , 540 A.2d 1374 (1988).
Likewise, a public official /employee may not use the status or
position of public office for his own personal advantage; Huff,
Opinion 84 -015.
Lee D. Rockafellow, Esquire
March 14, 1989
Page 4
Section 3(b) of the Ethics Act provides:
(b) No person shall offer or give to a public
official or public employee or candidate for
public office or a member of his immediate
family or a business with which he is
associated, and no public official or public
employee or candidate for public office shall
solicit or accept, anything of value,
including a gift, loan, political
contribution, reward, or promise of future
employment based on any understanding that
the vote, official action, or judgment of the
public employee or candidate for public
office would be influenced thereby. 65 P.S.
403(b).
Under Section 3(b) of the Ethics Act cited above, which a
public official or employee must observe, a public official or
employee must neither offer nor accept anything of value on the
understanding or with the intention that his judgment would be
influenced thereby. It is assumed such a situation does not
exist here. This Section is referenced not to indicate that any
such activity has been or will be undertaken but in an effort to
provide a complete response to your inquiry.
Section 3. Restricted activities.
(d) Other areas of possible conflict shall be
addressed by the commission pursuant to
paragraph (9) of Section 7. 65 P.S.
403(d).
Under the above provision of law, the Ethics Commission,
however, is also empowered to address other areas of possible
conflict pursuant to Section 3(d). 65 P.S. §403(d). Fritzinaer,
Opinion 80 -008; DeBenedictis, Opinion 86 -002. The parameters of
the type of activity encompassed by this provision are generally
reviewed in light of the preamble to the Ethics Act which
enunciates the legislative intent of the Act. The intent and
purpose of the Act is to strengthen the faith and confidence of
the people in their government by assuring the public that the
financial interests of the holders of public office present
neither a conflict nor the appearance or a conflict with the
public trust. A public official or employee, pursuant to this
provision, is to ensure that their personal financial interests
present neither a conflict nor the appearance of a conflict with
the public trust. 65 P.S. S401. Such a conflict may exist
where an individual represents one or more adverse interests.
Lee D. Rockafellow, Esquire
March 14, 1989
Page 5
Alfano, Opinion 80 -007; where an individual serves in positions
that are incompatible or conflicting; Nelson, Opinion 85 -009, or
where such an official or employee accepts compensation to which
he is not entitled. Domalakes, Opinion supra.
Applying the above provisions of law to the instant matter,
the Ethics Act would not per se preclude you as a public official
from having an outside business interest. Goodman, Opinion 88-
001. However, you may not under the Ethics Act use public
office or confidential information as a means in whole or part to
obtain or advance the interests of a business with which you are
associated. In this regard, you have noted that you would not
exercise you prerogative of voting to break a tie in matters
concerning this particular development project. Additionally,
you could not use public office or employees or equipment or
telephones or postage relative to carrying on your private
business interests. Dorrance, Order 456; Cohen, Order 610 -R.
Further, in your position as mayor, you could not, even though
you do not vote, participate in any discussions or review
regarding the development project as to which the business with
which you are associated is seeking to develop. You would also
have to publicly note your abstention in these matters as well as
the reason for your abstention.
Lastly, 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 in this advice is the applicability of the Borough
Code or any restrictions imposed by HUD upon public officials
regarding funds for redevelopment projects.
Conclusion: As a candidate for the mayor of Morrisville, you
would be required under the Ethics Act to file a Statement of
Financial prior to your name appearing upon the ballot. If
elected, you as a mayor of Morrisville, would be a public
official subject to the provisions of the State Ethics Act.
Although the Ethics Act does not preclude you from having an
outside business interests with a development corporation,
Sections 3(a) and 3(d) of the Ethics Act would restrict you from
using public office or confidential information to advance the
interests of a business with which you are associated as noted
above. You could not participate or vote to break a tie in any
matter involving the business with which you are associated and
you must note your abstention of public record together with the
reason for the abstention. Lastly, the propriety of the proposed
conduct has only been addressed under the Ethics Act.
Lee D. Rockafellow, Esquire
March 14, 1989
Page 6
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 the 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 be 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 52.12.
S'ncerely,
Vincent J. Dopko,
General Counsel