HomeMy WebLinkAbout17-535 WunzSTATE ETHICS COMMISSION
309 FINANCE BUILDING
PO? BOX 11470
HARRISBURG, PA 17108 -1470
(717) 783 -1610
1- 800 -932 -0936
ADVICE OF COUNSEL
June 9, 2017
To the Requesters:
Emil Charles Wunz, Member
Robert Cavett, Member and Chairperson
Water Resources Advisory Committee
Pennsylvania Department of Environmental Protection
17 -535
Dear Gentlemen:
This responds to your letters received April 14, 2017, by which each of you
requested an advisory from the Pennsylvania State Ethics Commission ( "Commission ").
Issue: Whether a Member of the Water Resources Advisory Committee of the
7e—nnsylvania Department of Environmental Protection would be considered a "Public
official' subject to the Public Official and Employee Ethics Act (the "Ethics Act'), 65
Pa.C.S. § 1101 et seq., and the Regulations of the State Ethics Commission, 51 Pa.
Code § 11.1 et seq., and particularly, the requirements for filing Statements of Financial
Interests.
Facts: The question that is presented is whether each of you, in your capacity as
a ember of the Water Resources Advisory Committee of the Pennsylvania
Department of Environmental Protection ( "Water Resources Advisory Committee "),
would be considered a "public official" subject to the Ethics Act and the Regulations of
the State Ethics Commission and therefore would be required to file Statements of
Financial Interests.
A copy of the "By -Laws of the Water Resources Advisory Committee" ( "Water
Resources Advisory Committee By- Laws ") has been submitted. The Water Resources
Advisory Committee By -Laws provide, in pertinent part, as follows:
Article II: Purpose
The purpose of the Committee is to provide technical advice
to the Department of Environmental Protection on the
environmental, economic, and other social impacts of
existing, new or proposed regulations, policies, and control
techniques or technologies affecting water resources
management including but not limited to surface /ground
water quality and quantity issues. The Committee may
request to review a Department policy, guidance or
regulation needed to implement programs of the Office of
Water Management and may also suggest initiatives in water
resources management to the Department. The Committee
FAX: (717) 787 -0806 0 Web Site: www.ethics.state.pa . us 0 e -mail: ethics (@state.pa.us
Wunz/Cavett, 17 -535
June 9,, 2017
Page 2
is to consider multi -media inputs in setting its agenda and in
advising the Department. The Committee shall encourage
public input on the water resources technical matters under
consideration at the Committee meetings.
Article III: Members
A. The Committee members shall be appointed by the
Secretary of the Department of Environmental
Protection and shall not receive any compensation for
their services, but shall be reimbursed for reasonable
and necessary travel and other expenses incurred
upon submission of Department - approved
documentation. Committee members shall serve for
two (2) year terms and may be re- appointed at the
discretion of the Secretary.
Article V: Ad Hoc Work Groups
A. The Chair [of the Committee] may appoint with the
concurrence of the Department, ad hoc work groups,
as deemed necessary and appropriate, with each ad
hoc work group assigned specific tasks when it is
formed. The ad hoc work group shall be chaired by a
member of the Committee. Non - committee members
may be invited to participate in such ad hoc work
groups. All members of the Committee are invited to
attend all ad hoc work group meetings ....
It shall be the responsibility of the chair of the ad hoc
work group, in consultation with the Department and
the Chair [of the Committee], to maintain lists of
members, call meetings, establish an agenda, and
prepare minutes of the ad hoc work group and submit
the same to the members of the Committee and the
Department for each meeting of the ad hoc work
group. The chair of the ad hoc work group, in
consultation with the Department, shall issue reports
to the Committee on the progress and findings of the
ad hoc work group. The ad hoc work group shall not
have decision - making authority independent of the
Committee, but rather shall advise and report to the
Committee. The Committee may take action on the
advice and recommendations of an ad hoc work
group, as it deems appropriate.
Article Vill: Commenting to the Department
Official comments of the Committee to the Department on
regulations, policies, guidelines, or other issues must be
approved by a majority of the Committee members present
at the meeting.
Water Resources Advisory Committee By -maws, at 1 -3.
Wunz/Cavett, 17 -535
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Page 3
Additionally, in his advisory request letter, Chairperson Cavett states that the
Water Resources Advisory Committee is purely advisory and has no authority o
exercise the power of the state or to expend funds, other than reimbursement for
personal expenses incurred in attending meetings.
Discussion: It is initial) noted that pursuant to Sections 1107(10) and 1107('11) of
e Ethics Act, 65 Pa.C.S. y§§ 1107(10), (11), advisories are issued to the requester
based upon the facts that the requester has submitted. In issuing the advisory based
upon the facts that the requester has submitted, the Commission does not engage in an
independent investigation of the facts, nor does it speculate as to facts that have not
been submitted. It is the burden of the requester to truthfully disclose all of the material
facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An advisory only affords a
defense to the extent the requester has truthfully disclosed all of the material facts.
The term "public official" is defined in the Ethics Act as follows:
§ 1102. Definitions
"Public official." Any person elected by the public or
elected or appointed by a governmental body or an
appointed official in the executive, legislative or �ydicial
branch of this Commonwealth or any political subivision
thereof, provided that it shall not include members of
advisory boards that have no authority to expend public
funds other than reimbursement for personal expense or to
otherwise exercise the power of the State or any political
subdivision thereof.
65 Pa.C.S. § 1102.
The Regulations of the State Ethics Commission similarly define the term "public
official" and set forth the following additional criteria that are used to determine whether
the advisory board exception applies:
(i) The following criteria will be used to determine if
the exception in this paragraph is applicable:
(A) The body will be deemed to have the power to
expend public funds if the body may commit funds or may
otherwise make payment of moneys, enter into contracts,
invest funds held in reserves, make loans or grants, borrow
money, issue bonds, employ staff, purchase, lease, acquire
or sell real or personal property without the consent or
approval of the governing body and the effect of the power to
expend public funds has a greater than de minimis economic
impact on the interest of a person.
(B) The body will be deemed to have the authority to
otherwise exercise the power of the Commonwealth or a
political subdivision if one of the following exists:
(1) The body makes binding decisions or orders
adjudicating substantive issues which are appealable to a
body or person other than the governing authority.
(11) The body exercises a basic power of
government and performs essential governmental functions.
Wunz/Cavett, 17 -535
une 9, 2
Page 4
(III) The governing authority is bound by statute or
ordinance to accept and enforce the rulings of the body.
(IV) The body may compel the governing authority to
act in accordance with the body's decisions or restrain the
governing authority from acting contrary to the body's
decisions.
(V ) The body makes independent decisions which
are effective without approval of the governing authority.
(VI) The body may adopt, amend and repeal
resolutions, rules, regulations or ordinances.
(VII) The body has the power of eminent domain or
condemnation.
(VIII)The enabling legislation of the body indicates
that the body is established for exercising public powers of
the Commonwealth or a political subdivision.
(ii) The term does not include judges and inspectors
of elections, notary publics and political party officers.
(iii) The term generally includes persons in the
following offices:
(A) Incumbents of offices filled by nomination of the
Governor and confirmation of the Senate.
(B) Heads of executive, legislative and independent
agencies, boards and commissions.
(C) Members of agencies, boards and commissions
appointed by the General Assembly or its officers.
(D) Persons appointed to positions designated as
officers by the Commonwealth or its political subdivisions.
(E) Members of municipal, industrial development,
housing, parking and similar authorities.
(F ) Members of zoning hearing boards and similar
quasi - judicial bodies.
(G) Members of the public bodies meeting the
criteria in paragraph (i)(A).
51 Pa. Code § 11.1.
In applying the Ethics Act's definition of the term "public official," the first portion
of the definition provides that a public official is a "person" who: (1) is elected by the
public; (2) is elected or appointed by a governmental body; or (3) is an appointed official
in the executive, legislative or judicial branch of the Commonwealth of Pennsylvania or
a political subdivision of the Commonwealth. Muscalus, Opinion.02 -007. The fact that
Members of the Water Resources Advisory Committee are appointed by the Secretary
of Environmental Protection satisfies the first portion of the definition.
Wunz/Cavett, 17 -535
uneT 9; 20'17
Page 5
In considering the remainder of the definition, based upon the submitted facts,
the necessary conclusion is that each of you would fall within the statutory exception for
members of purely advisory boards lacking authority to expend public funds other than
reimbursement for personal expense or to otherwise exercise the power of the State or
a political subdivision.
Therefore, you are advised that in your capacity as Members of the Water
Resources Advisory Committee, ou are not public officials" subject to the Ethics Act or
the Regulations of the State Ethics Commission, and yyou are not required to file
Statements of Financial Interests pursuant to the Ethics Act.
Conclusion: In your capacity as Members of the Water Resources Advisory
Committee of the Pennsylvania Department of Environmental Protection, you are not
"public officials" subject to the Public Official and Employee Ethics Act ( "Ethics Act "), 65
Pa.C.S. § 1101 et seq., or the Regulations of the State Ethics Commission, 51 Pa.
Code § 11.1 et s—ec., and therefore you are not required to file Statements of Financial
Interests pursuant to the Ethics Act.
Pursuant to Section 1107(11) of the Ethics Act, an 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, provided the requester 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 appeal the Advice to the full
Commission. A personal appearance before the Commission will be
scheduled and a formal Opinion will be issued by the Commission.
Any such appeal must be in writingg and must be act�uall
d
receive at the Commission within thirty (30) days of the date of this
Advice to 51 Pa. Code § 13.2(h). The appeal may be
received at the Commission by hand delivery, United States mail,
delivery service, or by FAX transmission (717- 787 - 0806). Failure to
We such an appeal at the Commission within thirty (30) days may
result in the dismissal of the appeal.
Sincerely,
r
obin M. Hittie
Chief Counsel