HomeMy WebLinkAbout82-555 JonasMarc D. Jonas, Esquire
Hamburg, Rubin, Mullin & Maxwell
Attorneys At Law
800 East Main Street
Lansdale, Pennsylvania 19446
Mailin Address:
STATE ETHICS COMMISSION
P.O. BOX 1 179
HARRISBURG, PA 17108
TELEPHONE: (717) 783 -1610
June 8, 1982
ADVICE OF COUNSEL
RE: Township Official, Engineering Firm
Dear Mr. Jonas:
82 -555
This responds to your communication of May 24, 1982 in which you
requested advice from the State Ethics Commission.
Issue: You question whether a member of a governing body may be employed by
an engineering firm where that firm operates as the engineer for the Township
consistently with the provisions of the Ethics Act?
Facts: You serve as solicitor for a Township in Montgomery County. This
particular Township is governed by a five - person governing body and, in
accordance with the applicable municipal code, employs an engineering firm as
a consultant as the need arises. This particular engineering firm has served
the Township as engineering consultant for approximately Seven years and
although the Township reorganizes at the beginning of each year the engi-
neering firm has been retained from year to year without any yearly review
process. The services of this firm are compensated for by a small retainer
plus compensation for work actually performed on behalf of the Township. In
this regard this amount is assumed to be in excess of $500 per year.
A member of the governing body who is in his second term of office will
be employed by the engineering firm. He will assume the role of
Vice - President of the firm but will be neither a director nor share holder.
He will be compensated purely on a salary basis.
The engineering firm and the member of the governing body who will be
employed by the firm have already agreed on certain restrictions to be
announced publicly at a Township meeting and to be placed on the public
official in question in relation to his proposed employment. These restric-
tions are:
State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania
Marc D. Jonas
June 8, 1982
Page 2
1. The member of the governing body will not participate in any Township
considerations and decisions concerning the nature of the work,
compensation, etc., of the Township engineering firm.
2. The member of the governing body will not officially or unofficially
reprEsent the engineering firm on behalf of this particular
Township.
3. The member of the governing body will not perform any of the Township
engineer's work for this particular Township, including office work.
Essential y, then, a member of the governing body who will be employed by
the Township's engineering firm will p_arforn; work on private contracts as well
as contracts for other municipalities only.
Discussion: As an eiected official, the Township official (hereinafter the
public official) in question is a public official within the definition of the
Ethics Act. See 65 P.S. 402. As such his conduct must conform to the
requirements of the Ethics Act. The particular question net you raise is
whether or not this public official may be employed by the engineering firm
which has been retained by the Township. Essentially, the Ethics Act does not
totally preclude this type of employment. This is p'rticularly true where the
election or appointment of the individual predated the Ethics Act and where
the person in question is a public official prior to the time he would assume
a role as 'n employee of the engineering firm. See Hock, 79 -017 and DeWane,
80• -018. In the factual circumstances which you present, the fact that the
individual's election and his status as a public official predated his
proposed employment by the engineering firm indicates that the employment by
the engineering firm should not be precluded by the provisions of the Ethics
Act at this time.
However, there is some question as ':c the applicability and the extent of
the prohibitions contained in Section 3(c) of the Ethics Act. Section 3(c)
provides that no public official or public employee or a business in which
that person is a director, officer, owner or holder of stock exceeding 5% of
the equity at fair market value of the business shall enter into a contract
valued at more than $500 with the governmental body with which he is asso-
ciated unless that contract has been awarded through an open and public
process. Essentially, due to the fact that the public official in question
will serve as a Vice - President (Officer) of the engineering firm there may be
some future question about the applicability of Section 3(c) of the Ethics
Act.
Marc D. Jonas
June 8, 1982
Page 3
This question, however, would arise when the new contract (reorgani-
zation) would be proposed or renewed between the Township and the engineering
firm with which the public official will now be serving as a Vice- President.
Prior decisions of the Commission would seem to indicate that from the time
that a public official acquires two positions or two contracts there must be
compliance with the provisions of Section 3(c). See King, 79 -034. This
possible application of Section 3(c), thus, would arise only at that point in
time when the engineering firm would seek to recontract or be reappointed as
the officially designated engineer for the Township, because only at that
point in time would a contract be proposed between the public official's
business (in which he serves as officer, Vice - President) and the governing
body in which he serves.
Incidentally, we note that it is true that personal and professional
services are typically not covered by the bid procedures set forth in the
various municipal codes. See Cantor, 82 -004 and Fields, 82 -006. This is true
because professional and personal services contracts should not necessarily be
awarded to the "lowest bidder" although they should be awarded consistent with
the public interest. However, as you can see, these opinions of the
Commission do not require that even if Section 3(c) were to be applied to your
situation that a "bid process" be initiated with the attendant requirement
that the lowest responsible bid must be accepted. In fact, even if Section
3(c) were to be applicable upon the reorganization and /or the renewal of the
contract in question with the engineering firm and the Township, the only
requirement would be that there be prior public notice of the contract possi-
bility within sufficient time for a reasonable and prudent competitor to be
able to prepare and submit an application; that there be public disclosure of
all the applications and proposals considered and that there be public
disclosure of the contract awarded or offered and accepted.
Of course, the public official in question must abide by those criteria
which you have outlined above in No. 1, 2 and 3 so as to avoid even the
appearance of any impropriety. In addition, Section 3(a) of the Ethics Act
compels the public official in question to restrain himself from using his
public office in any way (through discussions with other members of the
governing board, for example,) in order to secure the appointment or
reappointment of the engineering firm -- a business with which he is asso-
ciated as an employee and officer. This same Section precludes him from using
any confidential information that he might have received through his holding
of public office to assist his firm in any manner. The three restrictions
which you have indicated above should probably be sufficient to avoid any
violations of Section 3(a) of the Ethics Act and any appearance of any
conflict of the public trust.
Marc D. Jonas
June 8, 1982
Page
Conclusion: The Ethics Act does not prohibit the public official in question
from being employed in the capacity as Vice - President with the engineering
firm which serves as official Township engineer at the present time and under
the circumstances as you have presented. However, you may wish to resubmit
the question of whether or not Section 3(c) has any application to any further
contracting between the engineering firm and the Township as set forth above.
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.
SSC /rdp
Sincerely,
ler
il '
44 of
dra S. Chris anson
General Counsel