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HomeMy WebLinkAbout90-537 ConfidentialSTATE ETHICS COMMISSION 308 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL April 19, 1990 Section 3(a) of the Ethics Law provides: 90 -537 Re: Conflict, Public Official /Employee, General Assembly, State Representative, FIS, Reporting Requirements, Leases, Immediate Family. This responds to your letters of April 4 and 5, 1990 in which you requested a confidential advice from the State Ethics Commission. Issue: You ask whether the Public Official and Employee Ethics Law requires a public official to list leases on his Financial Interests Statements as to buildings that are owned by his parents and leased to Commonwealth agencies. Facts: You are a Member of the General Assembly of the Commonwealth of Pennsylvania and inquire as to whether you have to report leases on your Fiancial Interests Statements which your parents have entered into with Commonwealth agencies. You also inquire as to whether any conflict would exist on your part as a result of the leases. The leases were executed with A Department and B Department for the period March 1972 and February 1977. From March 1977 to February 1982 the lease was extended to 1987, thereafter renewed and followed by the current lease which ends February, 1993. From February, 1987 to March, 1988, the building subject to the lease was on a month to month basis at existing rates due to renovations. The units have been rented for the utilization of a job center, employmment office and C store. Your parents have not entered into the leases with any agency related to the Pennsylvania House of Representatives. You also include an attachment which identifies the location of the properties, the square footage and the rental on a monthly and annual basis. Discussion: As Representative for the Commonwealth of Pennsylvania, you are a public official as that term is defined under the Public Official and Employees Ethics Law and as such you are subject to the provisions of that law. Section 3. Restricted Activities. (a) No public official or public employee shall engage in conduct that constitutes a conflict of interest. Page 2 The following terms are defined in the Ethics Law as follows: Section 2. 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. "Conflict" or "conflict of interest" 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 or 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. Section 5(b)(3) of the Ethics Law provides as follows: Section 5. Statement of Financial Interests. (b) The Statement shall include the following information for the prior calndar year with regard to the person required to file the statement... (3) Any direct or indirect interest in any real estate which was sold or leased to the Commonwealth, any of its agencies or political subdivisions; purchased or leased from the Commonwealth, any of its agencies or political subdivisions; or which was the subject of any condemnation proceedings by the Commonwealth, any of its agencies or political subdivisions. In applying the above provisions of law to the instant matter, you are not required to list on your Financial Interests Statements the property which is owned by your parents and leased to the Commonwealth of Pennsylvania. In Denoncourt v. State Ethics Commission, 544 Pa. Page 3 191, 470 A.2. 945 (1983), the Pennsylvania Supreme Court specifically held that the reporting requirements of public officials did not extend to the interests held by members of their immediate family, based upon the right to privacy under the Pennsylvania Constitution. Therefore, properties that are owned by your parents and leased to the Commonwealth of Pennsylvania are not required to be listed on the Financial Interests Statements. As to the issue of whether you would have a conflict as a result of the leases between your parents and the Commonwealth, Section 3(a) of the Ethics Law quoted above provides that a public official /employee may not use the authority of office or confidential information to obtain a private pecuniary benefit for himself, a member of his immediate family or business with which he is associated. Clearly your parents are within the statutory definition of immediate family. Therefore, Section 3(a) of the Ethics Law would restrict you from using the authority of office or confidential information as a means in whole or part in obtaining, extending or renewing these leases for your parents. Reference is made to this provision of law not to imply that there has or will be any transgression thereof but merely to provide a complete response to your question. Further, in the unlikely event that some matter would come before the General Assembly which specifically relates to these particular leases, you must abstain as well as file as written memorandum to that effect with the Chief Clerk as per the requirements of Section 3(j) of the Ethics Law. As a matter of clarification, it should be noted that the definition of conflict has an exclusion whereby a public official /employee may act in situations having a de minimus economic impact or where the action affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which would include the public official /employee or member of his immediate family. Thus, Section 3(a) of the Ethics Law would not preclude your participation or voting upon general matters relating to these Commonwealth agencies or as to leasing agreements in general as part of a class or subclass. The restriction noted above would only apply in those situations which would involve matters specifically dealing with the leases which your parents hold with the Commonwealth. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Law; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Law has not been considered in that they do not involve an interpretation of the Ethics Law. Specifically not addressed herein is the applicability of the Legislative Code of Conduct. Conclusion: As Representative for the Commonwealth of Pennsylvania, you are a public official subject to the provisions of the Ethics Law. The Ethics Law does not require you to list on your Financial Interests Statements property which is owned by your parents and leased to the Commonwealth of Pennsylvania. Section 3(a) of the Ethics Law would restrict you from participating or voting on matters such. VJD /emg Page 4 which would specifically involve or relate to the leases that your parents hold with the Commonwealth, but Section 3(a) would not restrict you from participating or voting in general matters concerning such Commonwealth agencies or leases in general. 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 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 in writing and must be received at the Commission within 15 days of the date of this Advice pursuant to 51 Pa. Code Section 2.12. Sincerely, Vincent J. Dopko Chief Counsel