HomeMy WebLinkAbout87-507 SamuelSTATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
January 16, 1987
ADVICE OF COUNSEL
Ralph David Samuel, Esquire
1500 Walnut Street
Philadelphia, PA 19102
Re: Attorney, Representation of Municipality, Spouse Employed by Municipality
Dear Mr. Samuel:
87 -507
This responds to your_letter of January 2, 1987, wherein you requested
the advice of the State Ethics Commission.
Issue: Whether the State Ethics Act presents any prohibitions upon your
representation of a municipality when your wife is employed by that
municipality.
Facts: You advise that you are an attorney engaged in a private practice of
law in the City of Philadelphia. You further indicate that you have never
been employed by nor have you represented the City of Philadelphia.
Your wife, Lynn C. Malmgren, is employed by the City of Philadelphia as
the Director of Human Resources for the Philadelphia Water Department. In
this respect, she reports directly to the water commissioner. She has no role
in the selection of outside counsel to represent the City of Philadelphia.
The legal affairs of the Water Department are handled by the Office of City
Solicitor through a Divisional Deputy Solicitor. You have advised that the
City Solicitor, of Philadelphia, has proposed to enter into a letter of
representation with your law firm, Samuel and Ballard, P.C., to act as
co- counsel in relation to a class action antitrust case which has already been
filed in the Eastern District of Pennsylvania. The subject matter of this
suit is price fixing of chlorine and caustic soda products which are used by
the City of Philadelphia principally in the operations of the Water
Department. You will not be paid any fees by the City of Philadelphia for
your representation and any fees generated will be a result of and contingent
upon the creation of a common fund resulting from the class action litigation.
The fee that will be paid to you, as counsel, would be specifically fixed and
allocated by the court based upon the amount of work performed and the results
Ralph David Samuel, Esquire
January 16, 1987
Page 2
obtained for the class. You advise, that in the event that the class
certification fails, it is possible that no fee would be awarded. You have
requested the advice of the State Ethics Commission regarding whether there
would be any prohibitions upon your entering into this letter of
representation with the City of Philadelphia in light of the fact that your
spouse is an employee of that municipality.
Discussion: Initially, it should be noted that the State Ethics Commission
may address the question which you have posed solely within the purview of the
State Ethics Act. This Commission will not address the issue that is herein
presented under any other code of conduct, or statute. It should also be
noted that, as a private attorney engaged in the practice of law who is not
otherwise employed by a governmental body, you, as an individual, are not a
public official or public employee within the purview of the State Ethics Act.
As such, and pursuant to appropriate judicial precedent, this Commission may
not address issues relating to your private practice of law and the
representation of clients in the practice of law. See Pennsylvania Utility Bar Association v. Thornburgh, 498 Pa. 589, 450 A.2d 613, (1982);
Ballou v. State Ethics Commission, 496 Pa. 127, 436 A.2d 186, (1981).
Therefore, insofar as your letter requests advice in relation to whether or
not you, as a private attorney, may represent the City of Philadelphia, this
Commission, by law, has no jurisdiction to respond thereto.
In relation to the provisions of the State Ethics Act, however, we may
address your question insofar as the conduct of your spouse who is a public
employee is concerned. Generally, certain limitations will be applicable to
her as a public employee of the City of Philadelphia.
Generally, the State Ethics Act provides as follows:
Section 3. Restricted activities.
(a) No public official or public employee shall use his
public office or any confidential information received
through his holding public office to obtain financial gain
other than compensation provided by law for himself, a
member of his immediate family, or a business with which
he is associated. 65 P.S. 403(a).
Within that provision of law, your spouse may not participate or otherwise
take any action, as a city employee, that will result in your law firm
receiving a financial gain. Thus, your wife must abstain from participating
in any decision by the Philadelphia Water Department or the City, generally,
if she is involved in such matters, that would relate to the selection of your
firm as counsel in this matter. Similarly, your wife may not participate in
any matter related to your representation of this City, including matters that
would result in your firm benefitting thereby. She may not use any
confidential information obtained in her public employment for similar
purposes.
Ralph David Samuel, Esquire
January 16, 1987
Page 3
In addition to the foregoing, the State Ethics Act provides as follows:
Section 3. Restricted activities.
(c) No public official or public employee or a member of
his immediate family or any business in which the person
or a member of 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
through an open and public process, including prior public
notice and subsequent public disclosure of all proposals
considered and contracts awarded. Any contract made in
violation of this subsection shall be voidable by a court
of competent jurisdiction if the suit is commenced within
90 days of making of the contract. 65 P.S. 403(c).
The Commission has, on a number of occasions, in the past, determined
that this provision of law would be applicable when a municipality attempts to
hire a municipal solicitor and the solicitor is either an immediate family
member of one of the municipal officials involved in such selection, or the
municipal official involved in the selection is associated with that firm.
See, Smith, 85 -605; Cantor, 82 -004. As such, the Commission determined that
in the event the contract be entered into between the municipality and the
contemplated solicitor would be in excess of $500, the open and public process
requirement of 3(c) would be applicable. These prior precedents of the
Commission, however, also clarified that the Section 3(c) open and public
process procedure would only be applicable in those situations where the
public employee or official or the immediate family member of that employee or
official was attempting to contract with the governmental body with which the
official was associated. See, Bryan, 80 -014, Lynch, 79 -047. Therefore, the
open and public process requirement of Section 3(c) would apply if and when
the business with which the official is associated or the immediate family
member of that official attempts to contract or seeks to contract with the
governmental body with which that official is associated.
In the instant situation, your wife is associated with the Water
Department in the City of Philadelphia. She is a Human Resource Director for
that agency. Your contract, however, will be entered into between your law
firm and the office of City Solicitor. For this purpose, we assume that the
Water Department will have no input or duties in relation to your selection.
As such, we believe that you would be contracting with an agency separate and
apart from that with which your spouse is associated. As such, Section 3(c)
of the State Ethics Act would not be applicable as you would not be
Ralph David Samuel, Esquire
January 16, 1987
Page 4
contracting with the City Water Department. This reasoning is in line with
prior Commission opinion. In Cohen, 80 -012, the State Ethics Commission
determined that there was no prohibition upon the employment by the City
Solicitor's Office in Philadelphia of an expert witness who was related to an
employee in another governmental body of the City. As such, this opinion
would appear to be applicable to the current situation.
It is noted, that because of this determination, there is no need to
reach the issue of whether the type of contract or agreement between your firm
and the City is the type contemplated by Section 3(c). Our decision is based
upon the fact that prior Commission precedent would require an open and
public process as set forth above.
Finally, it should be noted that the State Ethics Commission may address
other areas of possible conflict. 65 P.S. §403(d). The parameters of the
types of activities encompassed, by this provision of the Act, are generally
determined through reviewing the intent and purpose of that law. Generally,
the Ethics Act was promulgated in order to insure the public that the
interests of their officials do not conflict with the public trust. Such
conflicts generally arise when a public official attempts to serve one or more
interest that are adverse. See, Alfano, 80 -007. In the event that such a
conflict of interest should develop, you should seek the further advice of
this Commission.
Conclusion: The State Ethics Act presents no per se prohibition upon a
private attorney being retained by a municipality to represent that
municipality even though the attorney's spouse is an employee of that
municipality. The spouse may not participate in the selection or hiring of
the law firm that will represent the municipality. Additionally, Section
3(c), of the State Ethics Act, would not require an open and public process in
the instant situation in that the contract will not involve the governmental
body with which the spouse is associated. If additional conflicts should
arise, the further advice of this Commission should be solicited.
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.
Ralph David Samuel, Esquire
January 16, 1987
Page 5
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.
Sinc
ohnJ.
Gene Counsel