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HomeMy WebLinkAbout17-576 SchneeSTATE ETHICS COMMISSION 309 FINANCE BUILDING PO. BOX 11470 HARRISBURG, PA 17108 -1470 (717) 783 -1610 1 -800- 932 -0936 ADVICE OF COUNSEL November 29, 2017 To the Requester: Mr. J. Chadwick Schnee, Esquire Berks County Solicitor's Office Dear Mr. Schnee: 17 -576 This responds to your letter dated September 29, 2017, and your email of November 28, 2017, by which you requested an advisory from the Pennsylvania State Ethics Commission ( "Commission "). Issue: Whether, ursuant to Section 1103(a) of the Public Official and Employee t -Ti—cs Act ( "Ethics Act "), 65 Pa,C.S. § 1103(a), a county commissioner, who has been asked to serve on the board of directors of a not -for- profit foundation organized for the purpose of promoting economic development by developing a cycling facility, would have a conflict of interest with regard to participating in discussions or votes of the county board of commissioners pertaining to agreements with the foundation, financial contributions to the foundation, or other matters related to the foundation, if: (1) the county commissioner would serve on the foundation board of directors in his private capacity; or (2) the foundation board of directors would authorize the county commissioner to serve as a director ex officio —that is, by reason of his office as a county commissioner. Facts: You have been authorized by Christian Leinbach ( "Mr. Leinbach ") to request an advisory from the Commission on his behalf. You have submitted facts that may be fairly summarized as follows. Mr. Leinbach is a County Commissioner for Berks County, Pennsylvania. Mr. Leinbach has been asked to serve on the Board of Directors of a newly- formed not -for- profit entity known as the Velodrome Development Foundation (the "Foundation "). The Foundation was organized for the purpose of promoting economic development by developing a cycling facility. You state that the County does not currently have any agreements with the Foundation and that the County has not provided any funding to the Foundation. You further state that the County Board of Commissioners may choose to enter into an agreement with the Foundation or otherwise financially contribute to the Foundation at some point in the future. Based upon the above submitted facts, you ask whether, under either of the following two scenarios, Mr. Leinbach would have a conflict of interest with regard to participating in discussions or votes of the County Board of Commissioners pertaining to FAX: (717) 787 -0806 0 Web Site: www. ethics. state. a.us 0 e -mail: ethicsL state. pa. us Schnee, 17 -576 N vier 29, 2017 Page 2 agreements with the Foundation, financial contributions to the Foundation, or other matters related to the Foundation: (1) Mr. Leinbach would serve on the Foundation Board of Directors in his private capacity; or (2) The Foundation Board of Directors would authorize Mr. Leinbach to serve as a Director ex officio —that is, by reason of his office as a County Commissioner. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the 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 engage in an independent investigation of the facts, nor does it speculate as to facts that 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 County Commissioner, Mr. Leinbach is a public official subject to the provisions of the Ethics Act. Sections 1103(a) and 11036) of the Ethics Act provide: § 1103. Restricted activities (a) Conflict of interest. - -No public official or public employee shall engage in conduct that constitutes a conflict of interest. 0) Voting conflict.- -Where voting conflicts are not otherwise addressed by the Constitution of Pennsylvania or by any law, rule, regulation, order or ordinance, the following procedure shall be employed. Any public official or public employee who in the discharge of his official duties would be required to vote on a matter that would result in a conflict of interest shall abstain from voting and, prior to the vote being taken, publicly announce and disclose the nature of his interest as a public record in a written memorandum filed with the person responsible for recording the minutes of the meeting at which the vote is taken, provided that whenever a governing body would be unable to take any action on a matter before it because the number of members of the body required to abstain from voting under the provisions of this section makes the majority or other legally required vote of approval unattainable, then such members shall be permitted to vote if disclosures are made as otherwise provided herein. In the case of a three - member governing body of a political subdivision, where one member has abstained from voting as a result of a conflict of interest and the remaining two members of the governing body have cast opposing votes, the member who has abstained shall be permitted to vote to break the tie vote if disclosure is made as otherwise provided herein. 65 Pa.C.S. §§ 1103(a), Q). Schnee, 17 -576 oive�er 29, 2017 Page 3 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 employyee 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 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. "Business." An corporation, partnership, sole proprietorship, firm, enterprise, franchise, association, organization, self - employed individual, holding company, joint stock company, receivership, trust or any legal entity organized for profit. "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 has a financial interest. 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 office /employment or confidential information received by holding such a public position for the private pecuniary benefit of the public officiallpublic 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 not be limited merely to voting, but 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. Subject to certain statutory exceptions, in each instance of a voting coons Section 11030) of the Ethics Act would require the public official/public employee to abstain and to publicly disclose the abstention and reasons for same, both orally and by filing a written memorandum to that effect with the person recording the minutes. Schnee, 17 -676 avem er 29, 2017 Page 4 In ap Iying the above provisions of the Ethics Act to the instant matter, you are advised as follows. The Ethics Act's definition of the term "business" includes non- rofit entities. See, Rendell v. State Ethics Commission, 603 Pa. 292, 983 A.2d 708 2009). If Mr. Ueinbach would become a Member of the Foundation Board of irectors, the Foundation would be a business with which Mr. Leinbach is associated in his capacity as a Director — regardless of whether Mr. Leinbach would be serving on the Foundation Board of Directors in his private capacity or as a result of the Foundation Board of Directors authorizing Mr. Leinbach to serve as a Director ex officio (that is, by reason of his office as a County Commissioner). Under either scenario, subject to the statutory exclusions to the definition of "conflict" or "conflict of interest" as set forth in Section 1102 of the Ethics Act, 65 Pa.C.S. § 1102, pursuant to Section 1103(a) of the Ethics Act, Mr. Leinbach would have a conflict of interest with regard to participating in discussion(s) or vote(s) of the County Board of Commissioners pertaining to matter(s) that would financially impact the Foundation, including but not limited to agreements with the Foundation or financial contributions to the Foundation. In each instance of a conflict of interest, Mr. Leinbach would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 11030') of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103x) of the Ethics Act would have to be satisfied in the event of a voting conflict. 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 County Code. Conclusion: Based upon the submitted facts that: (1) Christian Leinbach ( "Mr. Leinbach") is a County Commissioner for Berks County, Pennsylvania; (2) Mr. Leinbach has been asked to serve on the Board of Directors of a newly-formed not-for-profit entity known as the Velodrome Development Foundation (the "Foundation"); (3) the Foundation was organized for the purpose of promoting economic development by developing a cycling facility; (4) the County does not currently have any agreements with the Foundation, and the County has not provided any funding to the Foundation; and (5) the County Board of Commissioners may choose to enter into an agreement with the Foundation or otherwise financially contribute to the Foundation at some point in the future, you are advised as follows. As a County Commissioner, Mr. Leinbach is a public official subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq. If Mr. Leinbach would become a Member of the Foundation Board of Directors, the Foundation would be a business with which Mr. Leinbach is associated in his capacity as a Director — regardless of whether Mr. Leinbach would be serving on the Foundation Board of Directors in his private capacity or as a result of the Foundation Board of Directors authorizing Mr. Leinbach to serve as a Director ex officio (that is, by reason of his office as a County Commissioner). Under either scenario, subject to the statutory exclusions to the definition of "conflict" or "conflict of interest" as set forth in Section 1102 of the Ethics Act, 65 Pa.C.S. 5 1102, pursuant to Section 1103(a) of the Ethics Act, Mr. Leinbach would have a conflict of interest with regard to participating in discussion(s) or vote(s) of the County Board of Commissioners pertaining to matter(s) that would financially impact the Foundation, including but not limited to agreements with the Foundation or financial contributions to the Foundation. Schnee, 17 -576 aTvember 29, 2017 Page 5 In each instance of a conflict of interest, Mr. Leinbach would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103 ') of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103 0) of the Ethics Act would have to be satisfied in the event of a voting conflict. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. 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 aactu�all received at the Commission within thirty (30) days of the date of this Advice ursuant to 51 Pa. Code § 13.2(h). The appeal may be received p at the Commission by hand delivery, United States mall, 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, ;? — Robin M. Hittie Chief Counsel