HomeMy WebLinkAbout19-003 Confidentialy
PHONE: 717- 783 -1610 STATE ETHICS COMMISSION FACSIMILE: 717- 787 -0806
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613 NORTH STREET, ROOM 309
HARRISBURG, RA 17120 -0400
OPINION OF THE COMMISSION
Before: Nicholas A. Colafella, Chair
Mark R. Corrigan, Vice Chair
Roger Nick
Melanie DePalma
Monique Myatt Galloway
Michael A. Schwartz
DATE DECIDED: 216119
DATE MAILED. 2/27119
19 --003
To the Requester:
This Opinion is issued in response to our letter dated November 26, 2018, by which
you requested a confidential advisory from this Commission.
1. ISSUE:
Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. §
1101 et seq., would impose prohibitions or restrictions upon a Member of the Pennsylvania
General Assembly ( "State Legislator") -- specificallyy aMember of Chamber A--with regard to
serving on the Board of Directors of a charitable [type of private entity] ( "B ") and/or
soliciting private donors to contribute to such B; and if the State Legislator would be
permitted to solicit private donors to contribute to the B, whether he may do so:
(1) Using Chamber A letterhead or stationery bearing the seal of the Commonwealth or
Chamber A - -the printing and distribution of which would be entirely paid for with
non - taxpayer funds - -or otherwise identifying himself in such solicitations as a State
Legislator; or
(2) Using social media provided no taxpayer resources would be used.
11. FACTUAL BASIS FOR DETERMINATION:
You have been authorized by the Honorable [name] ( "State Legislator C "), who is a
Member of Chamber A, to request a confidential advisory from this Commission on his
behalf. You have submitted facts that may be fairly summarized as follows.
In a private capacity, State Legislator C is a D. State Legislator C wishes to [engagge
in certain activities with] a charitable [type of private entity] ( "B "). The B would be
incorporated in Pennsylvania by a private citizen who is not an immediate family member
of State Legislator C. The B would solicit contributions from individuals and companies to
create an E from which the B would make grants to [certain types of grant recipients].
Funds for the B would be raised through private contributions. The B would not seek any
Confidential Opinion, 19 -003
February 7,
Page 2
city, state or federal government grants or taxpayer funds.
The B would have a Board of Directors ( "Board ") and eventually paid staff as funds
would allow. Board members would be selected from individuals residing or working in
[geographical location]. Board members could be reimbursed for reasonable actual
expenses as funds would permit, but they would not be compensated for service as Board
members.
State Legislator C would help attract Board members and staff and would also help
to solicit private donations to the B.
Based upon the above facts, you ask whether State Legislator C would be permitted
to serve on the Board and/or to solicit private donors to contribute to the B. If State
Legislator C would be permitted to solicit private donors to contribute to the B, you ask
whether he may do so:
(1) Using Chamber A letterhead or stationery bearing the seal of the Commonwealth or
Chamber A- -the printing and distribution of which would be entirely paid for with
non- taxpayer funds - -or otherwise identifying himself in such solicitations as a State
Legislator; or
(2) Using social media provided no taxpayer resources would be used.
By letter dated December 4, 2018, you were notified of the date, time and location of
the executive meeting at which your request would be considered.
At the executive meeting on February 6, 2019, you appeared, together with another
representative from your office, for the purpose of answering any questions of this
Commission. You stated that the purpose of the B would be to help generate F in
[geographical location]. You confirmed that this Commission's advisory Opinion is to be
specifically limited to addressing State Legislator C's potential prospective service as a
member of the Board only, and the underlying issues you have presented as set forth in
paragraphs (1) and (2) above, and that it is your understanding /belief that State Legislator
C would not hold any ownership interest in the B and would not serve as an officer or
employee of the B.
111, DISCUSSION:
It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the Ethics Act,
65 Pa.C.S. §§ 1107(10), (11), advisories are issued tot the requester based upon the facts
that the requester has submitted. In issuing the advisory based upon the facts that the
requester has submitted, this 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 Pennsylvania State Legislator, State Legislator C is a public official subject to
the provisions of the Ethics Act.
Section 1103(a) of the Ethics Act provides:
§ 1103. Restricted activities
(a) Conflict of interest. - -No public official or public
employee shall engage in conduct that constitutes a conflict of
interest.
Confidential Opinion, 19 -003
February 27,
Page 3
65 Pa.C.S. § 1103(a).
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 employee 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.
"Business," Any 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.
We note that to the extent the activities of a Legislator relate to "legislative actions"
(introducing, considering debating, voting, enacting, adopting, or approving legislation),
they are constitutionally controlled and are exempt from the purview of the Ethics Act and
the State Ethics Commission. Confidential Opinion, 05 -002; Corrigan, Opinion 87 -001.
The questions that you have posed do not pertain to "legislative actions," but rather,
to State Legislator C's prospective activities of possibly serving on the Board of the B and
soliciting private donors to contribute to the B.
You are advised that the Ethics Act would not prohibit State Legislator C from
serving on the Board of the B. If State Legislator C would serve on the Board of the B, the
B would be considered a business with which State legislator C is associated. See,
Rendell v. State Ethics Commission, 603 Pa. 292, 983 A.2d 708 (2009) (Holding that He
Ethics Act's definition of the term usiness" includes non - profit entities). If State Legislator
C would not serve on the Board of the B, the B would not be considered a business with
whichStta�te Legislator C is associated, as there is no basis in the submitted facts to
conclude that State Legislator C's relationship with the B otherwise would fall within the
statutory definition of the term "business with which he is associated," 65 Pa.C.S. § 1102.
Confidential_ Opinion, 19 -003
February 7 2019
Page 4
Regardless of whether he would serve as a Board member, State Legislator C
would be permitted to solicit private donors to contribute to the B.
However, if State Legislator C would be a Board member, he would not be permitted
to use his status as a State Legislator as to such solicitations. Cf., Confidential Opinion,
05 -002. This is because using his status as a State Legislator to solicit donations to a
business with which he is associated, specifically, the B, would complete the elements for a
violation of Section 1103(a) of the Ethics Act. Therefore, while serving as a Board member,
State Legislator C would not be permitted to identify himself in such solicitations as a State
Legislator, nor would he be permitted to use Chamber A letterhead or stationery bearing
the seal of the Commonwealth or Chamber A for the solicitations, even if the printing and
distribution of such would be entirely paid for with non - taxpayer funds.
On the other hand, if State Legislator C would not be a Board member, such that the
B would not be a business with which he is associated, Section 1103(a) of the Ethics Act
would not prohibit him from identifying himself in such solicitations as a State Legislator or
using Chamber A letterhead or stationery bearing the seal of the Commonwealth or
Chamber A under the submitted facts that the printing /distribution of same would be paid
for entirely with non- taxpayer funds.
Finally, Section 1103(a) of the Ethics Act would not prohibit State Legislator C from
using social media to solicit donations to the B under the submitted facts that no taxpayer
resources would be used.
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 otther 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 Legislative Code of
Ethics, 46 P.S. § 143.1 et seq., or the Rules of Chamber A.
IV. CONCLUSION:
As a Member of the Pennsylvania General Assembly ( "State Legislator")- -
specifically a Member of Chamber A- --the Honorable [name 1 ( "State Legislator C ") is a
public official subject to the provisions of the Public Official and Employee Ethics Act
( "Ethics Act "), 65 Pa.C.S. § 1101 et seg. Based upon the submitted facts that: (1) in a
private capacity, State Legislator U is a D; (2) State Le islator C wishes to [engage in
certain activities with] a charitable [type of private enity] ( °B "); (3) the B would be
incorporated in Penns Ivania by a private citizen who is not an immediate family member
of State Legislator C, �4) the B would solicit contributions from individuals and companies
to create an E from which the B would make grants to [certainty es of grant recipients]; (5)
funds for the B would be raised through private contributions; (6 the B would not seek any
cit y state or federal overnment grants or taxpa er funds• (7 he B would have a Board of
Directors ( "Board ") and eventually paid staff as funds would allow; (8) Board members
would be selected from individuals residing orworking in [geographical location]; (9) Board
members could be reimbursed for reasonable actual expenses as funds would permit, but
they would not be compensated for service as Board members; (10) State Legislator C
would help attract Board members and staff and would also help to solicit private donations
to the B; (11) the purpose of the B would be to help generate F in [geographical location];
and (12) this Commission's advisory Opinion is to be specifically limited to addressing
State Legislator C's potential prospective service as a member of the Board only, and the
underlying issues you have presented as set forth herein, and it is yyour
understandinglbelief that State Legislator C would not hold any ownership interest in tf�e B
and would not serve as an officer or employee of the B, you are advised as follows.
The Ethics Act would not prohibit State Legislator C from serving on the Board of
the B. if State Legislator C would serve on the Board of the B, the B would be considered
a business with which State Legislator C is associated. If State Legislator C would not
Confidential Opinion, 19 -003
February 27,
Page 5
serve on the Board of the B, the B would not be considered a business with which State
Legislator C is associated, as there is no basis in the submitted facts to conclude that State
Legislator C's relationship with the B otherwise would fall within the statutory definition of
the term "business with which he is associated," 65 Pa.C.S. § 1102.
Regardless of whether he would serve as a Board member, State Legislator C
would be permitted to solicit private donors to contribute to the B.
If State Legislator C would be a Board member, he would not be permitted to use
his status as a State Legislator as to such solicitations. Therefore, while serving as a Board
member, State Legislator C would not be permitted to identify himself in such solicitations
as a State Legislator, norwould he be permitted to use ChamberA letterhead orstationery
bearing the seal of the Commonwealth or Chamber A for the solicitations, even if the
printing and distribution of such would be entirely paid for with non - taxpayer funds.
If State Legislator C would not be a Board member, such that the B would not be a
business with which he is associated, Section 1103(a) of the Ethics Act would not prohibit
him from identifying himself in such solicitations as a State Legislator or using Chamber A
letterhead or stationery bearing the seal of the Commonwealth or Chamber A under the
submitted facts that the printing /distribution of same would be paid for entirely with non-
taxpayer funds.
Finally, Section 1103(a) of the Ethics Act would not prohibit State Legislator C from
using social media to solicit donations to the B under the submitted facts that no taxpayer
resources would be used.
The propriety of the proposed conduct has only been addressed under the Ethics
Act.
Pursuant to Section 11070 0) of the Ethics Act, the person who acts in good faith on
this Opinion issued to him shall not be subject to criminal or civil penalties for so acting
provided the material facts are as stated in the request.
This letter is a public record and will be made available as such.
By the Commission,
Ni h a . 4Colafe11a,
Chair
Commissioner Shelley Y. Simms did not participate in this matter.