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HomeMy WebLinkAbout86-550 BestMr. Robert N. Rest 11 Longview Drive Mechanicsburg, PA 17055 Dear Mr. Rest: STATE ETHICS COMMISSION 308 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 17108 -1470 TELEPHONE (717) 783 -1610 May 6, 19R6 ADVICE OF COUNSEL 86-550 Re: Public Employee /Official, Records Superviso, Department of Corrections, This responds to your letter of April 7, 1986, in which you requested advice from the State Ethics Commission. Issue: You ask whether, because of your service as Records Supervisor, with the Pennsylvania Department of Corrections, you are to he considered a "puhlic employee" under the State Ethics Act and, therefore, must comply with the financial reporting and disclosure provisions of the State Ethics Act. Facts: You serve as Records Supervisor with the Pennsylvania Department of Corrections, hereinafter, the Department. As such, you are or were primarily responsihle for maintaining the active and inactive files of all inmate records in the Records Section of the Finance Planning and Research Division of the Department. You are also responsihle for maintaining the computerized inmate master file on all inmates committed to the Bureau of Corrections. As part of your position you are responsihle for reviewing all sentence status change reports to determine what changes have to he made to update the inmate master file. Status changes involve any change to the current sentence the inmate is serving such as effective date, minimum sentence, maximum sentence, etc. A thorough knowledge of procedures outlined in the Records Office manual relating to sentence structure is required to make these changes. All changes to the inmate master file must he entered on the computer system. You are further responsihle for consulting with the resident record offices in the correctional facilities to resolve problems concerning inmate records and input into the inmate master file system. You also participate in the development of the Bureau of Corrections policies and record management functinns for all bureau staff. You interpret policies and procedures not clearly understood by hureau staff in both the field units and central office. You question the requirement that you comply with the financial reporting and disclosure provisions of the State Ethics Act. You do not believe your duties and responsibilities are such that you fall within the definition of "puhlic employee" or " puhlic official" in the Ethics Act. Accordingly, we have been asked to review the question of whether you are subject to the financial reporting and disclosure requirements of the State Ethics Act. Mr. Robert N. Best May 6, 1986 Page 2 We note that, for the sake of this response, we are relying primarily on your job description and classification specifications which have been provided to us. Discussion: The primary question to be answered is whether or not you are to be considered a "public employee" as that term is defined in the State Ethics Act. The Act provides as follows: Section 2. Definitions. "Public employee." Any individual employed by the Cor,3rrronwealth or a political subdivision who is responsible for taking or recommends ng official action of a nonrni ni steri al 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 3 n person; or (5) any other activity where the official action has an economic impact of greater than a de mi nimus nature on the interests of any person. "Public employee" shall not include individuals who are employed by the State or any political subdivision thereof in teachi ng as di sti ngui shed from admi nistrative duties. 65 P >S, 0 ,02. The other question is whether you should be considered a "public official." That term is defined in the Ethics Act as follows: Section 2. Definitions. "Public official." Any elected or appointed official in th <) Executive, Legislative or Judicial Branch of the State r,' any political subdivision 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 other-li se exercise the power of the State or any political subd :vision thereof. "Public official" shall not include any appointed official who receives no compensation other than reimbursement for actual expenses. 65 P.S. 402. Mr. Robert N. Best May 6, 1986 Page 3 Based upon the definition of "public employee" and in light of your job description and the classification specifications fo• your position, as well as the language in your request for advice, and the explanation of your job as set forth therein, we conclude that you are no, to be considered a "public employee" as that term is defined in the State Ethics Act. This conclusion is based upon our objective review of this information from tA;hich it appears that you have not been responsible for taking or recommending official action of a non - ministerial nature with regard to any of the five categories set forth in the definition listed above for the term "public employee ". Thus, because you do not fall within the classification of the term "public employee ", you would not be subject to the financial reporting and disclosure requirements of the State Ethics Act. Accordingly, you would not be required to execute the Statement of Financial Interests for the years i n which you served in your position as an Records Supervisor with the Department. Reviewing your position and the items referred to above, we also conclude that you are not to be considered a "public official" as set forth above. Conclusion: In your position as Records Supervisor with the Pennsylvania Department of Corrections, you were not to be considered a public employee as defined in the State Ethics Act. Accordingly, you would not be subject to the reporting and disclosure requirements of the State Ethics Act and you need not execute 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 i f 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. Si John J on no Ge • al Counsel