HomeMy WebLinkAbout87-613 RhoadesHonorable James J. Rhoades
State Senator
32 E. Centre Street
Mahanoy City, PA 17948
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PA 17120
TELEPHONE: (717) 783 -1610
September 10, 1987
ADVICE OF COUNSEL
- Re: Public Official, State Senator, Private Business
Dear Senator Rhoades:
87 -613
This responds to your letter of August 19, 1987, in which you requested
advice from the State Ethics Commission.
Issue: You ask what restrictions the Ethics Act would impose upon you as a
State Senator relative to possible business ventures in which you might
engage.
Facts: As State Senator for the 29th Senatorial District, you ask whether
there would be any conflict or appearance of conflict with the public trust if
you would engage in different business ventures such as the owning /operating
of a restaurant /tavern, car wash, sports shop, coal brokerage, or clothing
store. In this regard, you note that is not your intention to obtain, sell,
attempt to sell, influence or attempt to influence any state agency regarding
a contract or bid relative to any of your possible business ventures. You
further state that you do not intend to have any transactions involving the
Commonwealth or to use or attempt to use your official position to secure
unwarranted privileges or exemptions for yourself or others. You conclude by
asking what restrictions the Ethics Act might impose upon your participation
in the free enterprise business system in the Commonwealth of Pennsylvania.
Discussion: As a State Senator you are a "public official" within the
definition of that term under the Ethics Act. 65 P.S. 402. As such, you are
subject to provisions of the Ethics Act and the restrictions therein are
applicable to you. 65 P.S. 401 et seq. The Ethics Act does not per se
prohibit a public official or his immediate family from engaging in private
business activities or from contracting through a business with which he is
associated.
Honorable James J. Rhoades
September 10, 1987
Page 2
Section 3(a) of the Ethics Act provides that no public official or public
employee shall use his public office or any confidential information obtained
through holding of a public office or position to acquire financial gain for
himself, his immediate family, or a business with which he is associated. 65
P.S. 403(a). A "business with which he is associated" is defined in the
Ethics Act as follows:
"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.
For purposes of this Advice, it is assumed that you would be a director,
officer, owner, or employee or holder of stock of the business. As such, then
you would be associated with this business and would be required to observe
the prohibitions set forth in Section 3(a) of the Ethics Act. This means that
you could not use your position as a State Senator to secure financial gain
for your business and could not use any confidential information acquired
through the holding of public office or employment to the benefit of that
business. In this regard, it is noted that you have stated that you would not
use your official position to secure any unwarranted privileges for yourself
or others. Section 3(a) would not prohibit you from entering into private
business ventures based upon the facts and circumstances outlined above.
Section 3(b) of the Ethics Act also states that no person shall give to a
public official or employee nor shall any public official or employee accept
anything of value based on the understanding that the official's vote, action,
or judgment would be influenced thereby. 65 P.S. 403(b). You must be
cognizant of this requirement and observe this provision of the Ethics Act.
Reference to this Section is made not to indicate that any violation or
potential violation exists but merely to provide a complete review of the
Sections of the Ethics Act which may be generally applicable to these
circumstances.
Although you indicate that you would not have any transactions involving
a state agency, a discussion of Section 3(c) of the Ethics Act should be made
so as to provide you with a background concerning the provisions relative to
contracting by a public official with his governmental body.
Section 3(c) of the Act states that no public official, member of his
immediate family, or a business in which the person or member of his immediate
family is an officer, director, or owner of greater than 5% of the equity at
fair market value may contract in an amount in excess of $500 with a
governmental body unless the contract has been awarded through an open and
public process. See Howard, 79 -044. You have indicated that you may
establish a business wherein it can be assumed that you or a member of your
immediate family will be an officer, director, or owner of greater than 5% of
Honorable James J. Rhoades
September 10, 1987
Page 3
the equity at fair market value of the business in question. Given this, the
previous Opinions of the Commission which have held that the term
"governmental body" in Section 3(c) of the Ethics Act refers to the
governmental body with which the individual public employee /official is
"associated" must be reviewed. Bryan, 80 -014 and Lynch, 79 -047. The
"governmental body" with which you associated is the State Senate. Therefore,
the open and public process requirements of Section 3(c) of the Ethics Act
would apply if and when your business would seek to contract with the Senate
in an amount in excess of $500 or more.
Therefore, the "open and public process" limitations of Section 3(c) of
the Ethics Act apply only if you or your business contracts with the Senate in
an amount of $500 or more. You - or your business could, however, contract with
any governmental body, other than the Senate, with which you are not
considered to be "associated" without undertaking the open and public process
set forth in Section 3(c) of the Ethics Act.
It should be emphasized, that even though Section 3(c) of the Ethics Act
presents no absolute prohibition to the contract between the Senate and your
business certain requirements as to the open and public process must be met.
In its Opinions in Howard, 79 -044 and Fields, 82 -006, the Commission stated
that an -open and public process is met by applying the following standards:
1. prior public notice of the employment or contracting possibility;
2. sufficient time for a reasonable and prudent competitor /applicant
to be able to prepare and present an application or proposal;
3. public disclosure of all applications or proposals considered; and
4. public disclosure of the contract awarded or offered and accepted.
See also Cantor, 82 -004.
In determining whether the requirements of Section 3(c) of the Ethics Act
had been met, the Commission has adopted a "reasonableness test" which means
that reasonable and prudent competitors of your business should be provided a
sufficient time within which to submit their proposals and, of course, should
have had prior notice of the opportunity to secure such a contract or
employment.
It is clear that the open and public process requirements of the Ethics
Act would be satisfied as long as the above conditions are met.
Therefore, the Ethics Act presents no per se prohibition upon your
engaging, in business ventures. However, this advice should be considered
general in nature since you have framed your request relative to the
feasibility or possibility of a number of business ventures. Thus, it is
Honorable James J. Rhoades
September 10, 1987
Page 4
difficult to envision every possible scenario since the types of business and
the business activities would vary depending upon the selection of a
particular business enterprise. In the event that you start a particular
business and have questions concerning the applicability of the Ethics Act
relative to that particular business, you may seek further advice from the
Commission.
Lastly, it must be noted that the Commission may not and will not offer
advice with respect to any duties or obligations under any codes, statutes,
ordinances, regulations, etc., other than the Ethics Act.
Conclusion: You, as State Senator, are a "public official" as that term is
defined in the Ethics Act. You are advised that the Ethics Act presents no
per se prohibition upon your entering into various private business projects
subject to the various guidelines outlined above.
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 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.
Si ncerely,
Vincent . Dopko
General Counsel