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HomeMy WebLinkAbout17-559 WindischSTATE ETHICS COMMISSION 309 FINANCE BUILDING PO. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 (717) 783 -1610 1 -800- 932 -0936 ADVICE OF COUNSEL August 18, 2017 To the Requester: Mr. Harold Windisch Dear Mr. Windisch: 17 -559 This responds to our letter dated July 21, 2017, by which you requested an advisory from the Pennsylvania State Ethics Commission ( "Commission "). Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act"), 65 7577S. § 1101 et seq., would impose prohibitions or restrictions upon an individual (the "Individual ") employed as a Senior Civil Engineer Manager with the Pennsylvania Department of PennDOT ( "PennDOT ") with regard to starting a GoFundMe campaign in the name of a member of the Individual's immediate family (the Individual's "Immediate Family Member ") in order to help with the �Jqment of medical expenses of the Individual's Immediate Family Member, where: donors to the GoFundMe campaign would be people or organizations which know the Individual's Immediate Family Member; and (2) such donors might include firms with which the Individual works in the performance of his job duties with PennDOT. Facts: You request an advisory from the Commission based upon submitted ac— s1hat may be fairly summarized as follows. You are currently employed as a Senior Civil Engineer Manager with PennDOT in District 6 -0. You have submitted a copy of your official Commonwealth position description, which document is incorporated herein by reference. A copy of the job classification specifications for the position of Senior Civil Engineer Manager (job code 11'161) has been obtained and is also incorporated herein by reference. You would like to start a GoFundMe campaign in the name of a member of your "immediate family" as that term is defined in the Ethics Act (hereinafter referred to as your "Immediate Family Member ") in order to help with the payment of medical expenses of your. Immediate Family Member. All proceeds raised ,through the GoFundMe campaign would go toward payment of such medical expenses. You state that donors to the GoFundMe campaign would be people or organizations which know your Immediate Family Member and that such donors migght include firms with which you work in the performance of your job duties with PennDOT. PAX: (717) 787 -0806 a Web Site: www.ethics.state.pa.us e -mail: ethicsC�state.pa.us Windisch, 17 -559 August 18, 2017 Page 2 Based upon the above submitted facts, you ask whether the Ethics Act would impose prohibitions or restrictions upon you with regard to starting a GoFundMe campaign in the name of your Immediate Family Member to help with the payment of medical expenses of your Immediate Family Member. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of e ics ct, 65 Pa.C.S. §§ 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 en age in an independent investigation of the facts, nor does it speculate as to facts tha? 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. As a Senior Civil Engineer Manager for PennDOT, you are a public employee subject to the provisions of the Ethics Act. See, Pa.C.S. § 1102; 51 Pa. Code § 11.1; Parikh, Advice 16 -531; Evanko, Advice 13 -578; Smallman, Advice 13 -557. This concision is based upon the position description and the job classification specifications, which when reviewed on an objective basis, indicate clearly that the power exists to take or recommend official action of a non - ministerial nature with respect to one or more of the following: contracting; procurement; administering or monitoring grants or subsidies; planning or zoning; inspectin g; licensing; regulating; auditing; or other activity(ies) where the economic impact is greater than de minimis on the interests of another person. Section 1103(a) of the Ethics Act provides: § 1103. Restricted activities (a) Conflict of interest. - -No public official or public employee shall engage in conduct that constitutes a conflict of interest. 65 Pa.C.S. § 1103(a). The following terms related to Section 1103(a) are defined in the Ethics Act as follows: § 1102. 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. The term 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 of 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 Windisch, 17 -559 u8, 2017 Page 3 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. 65 Pa.C.S. § 1102 Subject to the statutory exclusions to the Ethics Act's definition of the term "conflict" or "conflict of interest," 65 Pa.C.S. § 1102, a public official/public employee is prohibited from using the authority of public officelemployment or confidential information received by holding such a public position for the private pecuniary benefit of the public official/public employee himself, any member of his immediate family, or a business with which he or a member of his immediate family is associated. In each instance of a conflict of interest, the public officiallpublic employee would be required to abstain from participation. The abstention requirement would extend to any use of authority of office including, but not limited to, discussing, conferring with others, and lobbying for a particular result. Juliante, Order 809. It is noted that the above statutory definition of the term "conflict" or "conflict of interest" contains, in pertinent part, an exclusion referred to herein as the "de minimis exclusion." The de minimis exclusion precludes a finding of conflict of interest as to an action having a de minimis (insignificant) economic impact. Thus, when a matter that would otherwise constitute a conflict of interest under the Ethics Act would have an insignificant economic impact, a conflict would not exist and Section 1103(a) of the Ethics Act would not be implicated. See, Kolb Order 1322; Schweinsburg, Order 900. The Commission has determined the app�bility of the de minimis exclusion on a case -by -case basis, considering all relevant circumstances. In the past, the Commission has found amounts ranging from $2 to approximately $1,300 to be de minimis. See, Bixler v. State Ethics Commission, 847 A.2d 785 (Pa. Cmwlth. 2004). Per Commission precedent, the Ethics Act does not prohibit a public official/public employee from accepting "no- strings - attached" ifts, transportation, lodging or hospitality (also generically referred to herein as "items' from a donor. Cf., Co oper, Opinion 92 -009. However, such items) received by a public official/public employee may form the basis for a conflict of interest pursuant to Section 1103(a) of the Ethics Act if the public official/public employee takes action in furtherance of the interests of the donor. While the receipt of an item of de minimis value would not, in and of itself, create a conflict of interest as to action involving the donor (see, e.g_, Cohen, Opinion 03 -006; Stieh, Advice 93- 503), the decision as to whether a conflict of interest is presented by treceipt of item(s) is determined on a case -by -case basis. Generally, when a public official or public employee has received item(s) that would form the basis for a conflict of interest under the Ethics Act, the public official/public employee must abstain from acting in matters pertaining to the donor. Re ardless of whether a conflict of interest exists, depending upon the value of the item(s� received, the public official or public employee may be required to disclose his receip of such item(s)on his Statement of Financial Interests pursuant to Sections 1104 and 1105 of the Ethics Act, 65 Pa.C.S. §§ 1104, 1105. Subject to certain statutory exceptions not applicable to this matter, Section 1105(b)(6) of the Ethics Act requires the filer to disclose on the Statement of Financial Interests the name and address of the source and the amount of any gift or gifts valued in the aggregate at $250 or more and the circumstances of each gift Windisch, 17 -559 August 18, 2017 Page 4 In addition, Sections 1103(b) and 1103(c) of the Ethics Act, 65 Pa.C.S. §§ 1103(b), (c), provide in part that no person shall offer or give to a public official /pub is employee anything of monetary value and no public official /public employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgment of the public official /public employee would be influenced thereby. Reference is made to these provisions of the law not to imply that there has been or will be any transgression thereof but merely to provide a complete response to the question presented. Having set forth the above principles, you are advised as follows. Section 1103(a) of the Ethics Act, pertaining to conflict of interest, imposes restrictions upon public officials and public employees: Section 1103(a) of the Ethics Act would impose restrictions upon you in your capacity as a public employee, rather than upon you in your private capacity. Therefore, Section 1103(a) would not prohibit you from acting in your private capacity to start a GoFundMe campaign in the name of your Immediate Family Member to help with the payment of medical expenses of your Immediate Family Member. You are further advised that donations to a GoFundMe campaign to pay medical expenses of your Immediate Family Member for which you could have legal responsibility would generally constitute gifts to you. Cf., Corey, Opinion 08 -005. Per Commission precedent, where a firm with which you Piave involvement in your public capacity as a Senior Civil Engineer Manager for PennDOT would make donation(s) to the GoFundMe campaign that would constitute gift(s) to you: (1) unless the value of such giftVthe would be de minimis, you could have a conflict of interest under Section 1103(a) Ethics Act in matter(s) before PennDOT involving such firm; and (2) dependding upon the value of such gift(s), you may be required to disclose such gift s on your Statements of Financial Interests filed pursuant to the Ethics Act. Cf., Carey, supra; Cohen, supra. As noted above, in each instance of a conflict of interest, you would be required to abstain from participation. The propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the Governor's Code of Conduct and any gift restrictions imposed by the Governor; it is recommended that you obtain legal advice in that regard. Conclusion: As a Senior Civil Engineer Manager for the Pennsylvania epa rn of Transportation ( "PennDOT "), you are a public employee subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et se9c. Based upon the submitted facts that: (1) you are currently employed with PennOUT- in District 6 -0; (2) you would like to start a GoFundMe campaign in the name of a member of your "immediate family" as that term is defined in the Ethics Act (hereinafter referred to as your "Immediate Family Member ") in order to help with the payment of medical expenses of your Immediate Family Member; (3) all proceeds raised through the GoFundMe campaign would go toward payment of such medical expenses; and (4) donors to the GoFundMe campaign would be people or organizations which know your Immediate Family Member, and such donors might include firms with which you work in the performance of your job duties with PennDOT, you are advised as follows. Section 1103(x) of the Ethics Act, pertaining to conflict of interest, imposes restrictions upon public officials and public employees. Section 1103(a) of the Ethics Act would impose restrictions upon you in your capacity as a public employee, rather than upon you in your private capacity. Therefore, Section 1103(a) would not prohibit you from acting in your private capacity to start a GoFundMe campaign in the name of Windisch, 17 -559 August 2017 Page 5 your Immediate Family Member to help with the payment of medical expenses of your immediate Family Member. Donations to a GoFundMe campaign to pay medical expenses of your Immediate Family Member for which you could have legal responsibility would generally constitute gifts to you. Where a firm with which you have involvement in your public capacity as a Senior Civil Engineer Manager for PennDOT would make donation(s) to the GoFundMe campaign that would constitute gift(s) to you: (1) unless the value of such gift(s) would be de minimis, you could have a conflict of interest under Section 1103(a) of the Ethics Act in matter(s) before PennDOT involving such firm; and (2) depending upon the value of such gift(s), you may be required to disclose such gifts) on your Statements of Financial interests filed pursuant to the Ethics Act. In each instance of a conflict of interest, you would be required to abstain from participation. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Specifically not addressed herein is the applicability of the Governor's Code of Conduct and any gift restrictions. imposed by the Governor, it is recommended that you obtain legal advice in that regard. 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 actu�all received at the Commission within thirty (30) days of the date of this Advice pursuant 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 file such an appeal at the Commission within thirty (30) days may result in the dismissal of the appeal. Sincerely, . 77 Robin M. Hittie Chief Counsel