HomeMy WebLinkAbout81-527 ObeidSTATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
March 26, 1981
ADVICE OF COUNSEL
Mr. Joseph Obeid
Body Dobson Elementary School
80 Jones Street
Wilkes- Barre, PA 18702
RE: Statement of Financial Interests, School Principals
Dear Mr. Obeid:
81 -527
This responds to your letter of February 10, 1981, in
which you, an elementary school principal, requested an opinion
from the Ethics Commission.
Issue: In your letter you requested advice as to whether
elementary school principals must file Financial Interest
Statements.
Facts: You informed us that you are an elementary school
principal in the Wilkes -Barre Area School District. An elemen-
tary school principal supervises the activities of the profes-
sional staff, assists in choosing new professional staff
members, recommends assignment, promotion or discharge of staff
and recommends commendation or discipline of personnel. The
principal helps in the mandatory professional rating of staff.
In general, the principal manages the school to which he or she
is assigned.
Discussion: The Ethics Act, 65 P.S. §401 et seq., defines
"public employee" as:
"Any individual employed by the Common-
wealth or a political subdivision who is
responsible for taking or recommending
official action of a non - ministerial
nature with regard to:
(1) contracting or procurement;
(2) administering or monitoring grants
or subsidies;
(3) planning or zoning;
(4) inspecting, licensing, regulating or
auditing any person; or
Mr. Joseph Obeid
March 26, 1981
Page 2
(5) any other activity where the official
action has an economic impact of a
greater than de minimus nature on the
interests of any person." 65 P.S. §402.
A school principal is responsible for taking non - ministerial
action, particularly in regard to personnel. The principal
may, in his or her discretion, recommend either promotion or
discharge for the employees he supervises. Accordingly, the
regulations promulgated by the Ethics Commission include school
principals among employees required to file statements of
financial interest. See also Casey, 80 -049. As a school
principal you must file a Financial Interest Statement.
Conclusion: A public school principal is responsible for
taking non - ministerial action that has a greater than de
minimus impact on the economic interests of any person and is a
public employee within the meaning of the Ethics Act. Therefore,
a public elementary school principal, such as yourself, must
file a statement of financial interests.
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 may be scheduled and a formal Opinion from the
Commission will be issued. You should make such a request or
indicate your disapproval of this Advice within the next 30
days.
SW /rdp
Sandra S. Chr istianson
General Counsel