HomeMy WebLinkAbout83-518 WelshMathrigAWmss
STATE ETHICS COMMISSION
P.O. BOX 1179
HARRISBURG, PA 17108
TELEPHONE: (717) 783-1610
March 3, 1983
ADVICE OF COUNSEL
Mr. Thomas•P. Welsh
1 Plainview Drive 83 -518
Coraopolis, PA 15108
• f
RE: Conflict of Interest; Insurance Agent; Candidate for School Director
Dear Mr, Welsh:
This responds to your letter of January 19, 1983, in whi ch you asked the
advice of the State Ethics Commission.
Issue: You ask whether
your association with the insurance agency that
underwrites the Montour School District would
preclude your campaigning for
the office of School Director of the Montour School Distr'
Facts: You have been a licensed insurance agent for a pct.
and as such have competed for and obtained the insurance in
districts and approximately 15 years
ennsyltanin, political sub - divisions located in the Commonwealth bof of school
represent is the nMontour the
School accounts
District currently written by the General Agency you
As a resident within the District
are considering becoming a candidate for ythehofficeeof requested to become and
Montour School District.
Director of the
You are concerned about whether
effect on the concerned your successful campaign would have any
your agency does with the Montour School District,
Discussion: The Ethics Act, 65 P.S. Di cuss elected §401 et seq,, defines "
official in the Executive, Legislative or Judicial Branch
of .the state or any nolitical subdivison thereof...." public official"
School state
is any
c i a
ad if y public official under the sttatutorY d� An el
aduieyou Shouldrbe u in o
your campaign for office, definition,
e dictates of the Act, y0U would be
A public official cannot use his public office or confidential
information received through his holding
gain for himself, 9 Public office to obtain financial
P.S. i , his family or a business with which he is associated.
The Ethics Act defines a business with which
P. as:
65
an official is
State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania
Mr. Thomas P. Welsh
March 3, 1983
Page 2
"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. 402.
You would not be able to use your position or confidential information
received as a School Director to obtain financial gain for yourself or the
insurance business with which you are associated. For example, you would be
prohibited from using confidential information received as school Director to
benefit your employer in bidding and /or obtaining a School District insurance
contract. Thus, the School Director should abstain from discussions relating
to and /or voting on the award of the contract and place the reason'for his
abstention on the public record even assuming an open and public process as
discussed below is used in awarding contracts Sowers, 80 -050.
It should here be noted, however, that any insurance contracts with the
School District which pre- existed your assumption of office need not be voided
or re- negotiated since there is no question that you had no ability to utilize
your official capacity as School Director to obtain or influence the award of
the contract to the agency you represent.
The Act forbids a public official from accepting anything of value based
on any understanding that the vote or official action of the public official
would be influenced thereby. 65 P.S. §403(b). Sincer "any thing of value"
includes a promise of future employment, you as School Director could not
allow a promise of benefit to yourself (or continuation of your employment) or
the employment and /or contract with your employer to influence your votes or
other official acts as School Director.
The statute also imposes certain restrictions on contracts entered into
between a business with which a public official or his family is associated
and the public official's governmental body. Section 3(c) provides that:
No public official ... or a member of his immediate family
or any business in which the person's immediate family is
a director, officer, owner or holder of stock exceeding 5%
of the equity at fair market value of the business shall
enter into any contract valued at $500 or more with a
governmental body unless the contract has been awarded in
an open and public process.... 65 P.S. §403(c).
Mr. Thomas P. Welsh
March 3, 1983
Page 3
If you, your wife, or a member of your immediate family is a director,
officer or owner of more than 5% of the equity of a business seeking to
contract with the School District including the Insurance Agency you
represent, and the contract is valued at more than $500, it must be awarded in
an open and public process including:
(1) Prior public notice; and
(2), public disclosure_of all proposals considered; and
(3) public disclosure of the award of the contract.
The restrictions of an open and public process are required if and only
if you are a director, officer or holder of more than 5% of the stock equity
of the business seeking to contract with the School District. If you are an
employee of the firm, however, you must still refrain from discussions and
voting on the award of a contract to your employer as discussed above and
place the reason for abstention on the public record. Abstention under such
circumstances avoids the appearance of a conflict of interest prohibited by
the Act. 65 P.S. 401. Knox, 81 -009.
Conclusion: If you are successful in your campaign for School Director of the
Mortour School District, you should conform your conduct to the requirements
as delineated 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 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 2.12.
CW /rdp
S.ndra S. C 'istianson
General Co nsel
Sincerely,'