HomeMy WebLinkAbout87-595 StoppSTATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PA 17120
TELEPHONE: (717) 783 -1610
July 6, 1987
ADVICE OF COUNSEL
Mr. Charles W. Stopp, Esquire 87 -595
1036 Main Street
Box 159
Slatington, PA 18080
Re: Conflict of Interest, Assistant Administrator, Director of Social
Services, County Nursing Facility, Investor /Officer in Private Personal
Care Facility
Dear Mr. Stopp:
This responds to your letter of June 17, 1987, wherein you requested the
advice of the State Ethics Commission.
Issue: Whether the State Ethics Act presents any prohibitions upon a person
who serves both as assistant administrator and director of social services of
a county nursing facility and who counsels individuals that may be on the
waiting list for the county facility as to the availability of private
personal care or nursing home facilities when this person may become an
investor and an officer or member of the board of directors of a private
personal care facility.
Facts: Your client, hereinafter assistant, is currently both the assistant
administrator and director of social services of a county health care
facility. The job specifications for both the position of assistant
administrator and director of social services have been supplied and are
incorporated herein by reference.- The duties of the assistant are generally
to assist in the administration of the county home. The assistant aids in the
coordination of operational functions and has responsibility for personnel
functions at the county health care facility. The assistant conducts special
projects and assignments on behalf of the administrator and acts for the
administrator in his or her absence. Part of the responsibility for the
assistant involves admiting applicants to the county facility after the
ultimate approval has been obtained by the county executive.
As social services director, the assistant organizes and supervises the
activities of the social service department. The assistant is responsible for
the total patient care vis -a -vis the social service involvement at the county
care facility and also at the annex. The assistant, as social services
director, has the responsibility for organizing the department. nd staff to
meet the needs of the residents and also to facilitate their adjustment. The
duties of the assistant also entail counseling the residents regarding
Mr. Charles W. Stopp, Esquire
July 6, 1987
Page 2
problems and maintaining contact with the resident's family. The assistant
receives supervision from the facility administrator and acts as a liason
between the administrator and the resident of the facility. One of the
specific duties of the assistant is to counsel applicants who either may not
be qualified for admission or who are qualified but are on the waiting lists.
In these situations, the assistant suggests to the applicant the availability
of either private personal care or nursing home facilities on either a
permanent or interim basis. Another duty of the assistant is to determine
from the list of applicants, those that are eligible for admission to the
county facility. The criteria for eligibility for admission is based upon
availability of space and the appropriate level of care required for the
individual. The three areas of consideration for admission are financial,
social and nedi cal. The assistant determi nes from a list of appl i cants those
that are eligible and then provides input and recanrrendations to the county
execrative who makes the °final decision.
The assistant is contemplating becoming an investor in a private personal
care facility. Additionally, the assistant would either became an officer or
a member of the board of directors of that facility but would not engage in
the day -to -day management. You state that the assistant would notify the
county and her supervisor in writing of her interest in the private care
facility and would recuse herself from participating, counseling or suggesting
to applicants with regard to the availability of private personal care
facilities.
You have requested the advice of the Ethics Commission whether there are
any prohibitions upon the contemplated above outlined activities.
Discussion: As an assistant administrator and director of social services,
the individual is a public employee as that term is defined in the State
Ethics Act, and as such her conduct must conform to the requirenents thereof.
65 P.S. §402. Additionally, it should be noted at the outset that this
Commission will not address the issue that you have presented under other
codes of conduct or statutes such as the State Adverse Interest Act or the
Governor's Code of Conduct.
The Ethics Act does provide 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).
Mr. Charles W. Stopp, Esquire
July 6, 1987
Page 3
The Act further defines business with which one is associated as
follows:
Section 2. Definitions.
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.
Under the above provision of law, as a public employee the assistant
could use her current public position or any confidential information
obtained therein to secure financial gain for herself or for the business with
which she contemplates association as an investor and officer /board member.
In order to avoid a conflict of interest, it would be necessary for her to
advise both the county and her supervisor in writing of her financial interest
as well as her position in the private personal care facility. Further, it
would be necessary for her to abstain with regard to any involvement,
discussions, recommendations, decisions in her public employee capacity
rega rdi ng private personal care facilities. As di rector of social services,
the assistant could not counsel, suggest or advise applicants as to the
availability of the private personal care facilities. Further, in the event
that any of the applicants independently decide to enter the private personal
care facility on either a permanent or temporary basis, the assistant would
have a duty to advise her supervisor and the county that those applicants whom
she counseled entered the private personal care facility with which the
assistant is associated. Thus, the assistant could not use her position in
order to secure financial gain either to herself or the business with which
she would be associated. Generally, while there may be a number of other
situations which could implicate the above provision of law, it is difficult
to conceive herein all the potential situations that may be questionable under
the above section of the Act. This advice, therefor, is intended to act as a
general guideline.
In addition to the foregoing, the Ethics Act provides that this
Commission may address other areas of conflict. 65 P.S. §403(d). The
parameters of the types of activi ties encompassed, by the above provision, are
generally determined through a review of the scope and intent of the State
Ethics Act. Generally, the Act was pramul gated in order to ensure the public
that the interest of their officials and employees are not in conflict with
the public trust. 65 P.S. §401. As such, this Commission has determi ned that
public officials would be in a prohibited conflict in ary situation wherein
they attempted to serve one or more interests that are adverse. See, Alfano,
80 -007; Fritzi nger, 80 -008. Wi thin this general confl ict provision, it is clear, that a public official should abstain from participating in any matter
wherein they have a di rect interest. As previ sou sly noted, the assistant:
must advise her supervisor and the county in writing of her interest in the
personal health care facility; must not counsel or suggest the possibility of
the personal health care facility to applicants; must notify iR writing to her
Mr. Charles W. Stopp, Esquire
July 6, 1987
Page 4
supervisor and the county as to those applicants who independently decided to
enter the personal health care facility with which she is associated and
recuse herself from any situation wherein her public employment would a
conflict with her interest as an investor /officer /member of the board in the
private personal health care facility.
Conclusion: The assistant admi nistrator /di rector of social servi ces is a
public employee as that term is defined in the State Ethics Act and her
conduct must conform to the requirements thereof. While the State Ethics ACt
would present no per se prohibition on the activity as outlined above, a
number of conflicts of interest could arise in the situation. You are advised
that the assistant's conduct must conform with the advice as outlined above.
The assistant has a duty to notify the supervisor and the county in writing in
these situations as outlined above. Additionally, all potential conflict of
interest situations that could implicate the Ethics Act can not be perceived
and hence, the advice is intended is a general guideline.
Pursuant to Section 7(9) (i i), this Advice
enforcement proceeding initiated by the Commiss
conduct in any other civil or criminal proceedi
disclosed truthfully all the material facts and
of in reliance on the Advice given.
is a canpl ete defense in any
ion, and evidence of good faith
ng, provi di ng the requestor has
cannii tted the acts compl ained
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 sane, you may request that the ful 1 Commission revi Bl this Advi ce. A
personal appearance before the Commission w i l l be scheduled and a formal
Opinion fran the Commission w i l l 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 ncerely ,
Vincent . Dopko
General Counsel