HomeMy WebLinkAbout90-547 ElderMs. Suzanne M. Elder
Booher & Eider
Accountants
139 West Market Street
Lewistown, PA 17044
Dear Ms. Elder:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
May 17, 1990
90 -547
Re: Conflict, Public Official /Employee, School Director,
Immediate Family, Voting, Bills.
This responds to your letter of April 4, 1990, in which you
requested advice from the State Ethics Commission.
Issue: You ask whether the Public Official and Employee Ethics
Law presents any prohibition or restrictions upon a school
director, who in partnership with his wife performs the
occupational tax and earned income tax collection for the school
district, as to participating or voting regarding bills to be
paid to the partnership.
Facts: After referencing that you obtained a ruling from this
Commission in 1978, Elder, Opinion 79 -061, you note that your
husband was a school director and that you as his wife have a
partnership which bid and received the job of the occupation tax
and earned income tax collector for the school district. You
state that the Commission found that there was no conflict on the
basis that your husband was not associated with the business so
that you could accept the job as tax collector. The question has
once again arisen as to whether your husband should vote on the
monthly bills paid by the school district. The board president
has indicated that your husband should abstain from voting as to
your bill as part of the list as well as state the reason for his
abstention regarding the conflict of interests. ;After
referencing a telephonic communication with the Commission, you
note that you are paid by the school district on a percentage of
collection which is 1.7 percent. You further reference your
communication that the bills to the school district are regular
and have never been challenged. Thereafter you note that another
school director has a daughter as a teacher and inquire as to
Ms. Suzanne M. Elder
Page 2
include the payroll for the school district or whether he must
abstain and give the reason therefore. Finally you wonder
whether the other school director would be eligible to
participate on the contract negotiating team as well as be able
to vote for the budget and the contract.
Discussion: As a director for school district, your husband is a
public official as that term is defined under the Ethics Law, and
hence he is subject to the provisions of that law.
Sections 3(a) and 3(f) of the Ethics Law provide:
Section 3. Restricted Activities.
(a) No public official or public
employee shall engage in conduct that
constitutes a conflict of interest.
Section 3. Restricted activities.
(f) No public official or public
employee or his spouse or child or any
business in which the person or his spouse or
child is associated shall enter into any
contract valued at $500 or more with the
governmental body with which the public
official or public employee is associated or
any subcontract valued at $500 or more with
any person who has been awarded a contract
with the governmental body with which the
public official or public employee is
associated, 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. In such a
case, the public official or public employee
shall not have any supervisory or overall
responsibility for the implementation or
administration of the contract. Any contract
or subcontract made in violation of this
subsection shall be voidable by a court of
competent jurisdiction if the suit is
commenced within 90 days of the making of the
contract or subcontract.
The following terms are defined in the Ethics Law as
follows:
Section 2. Definitions.
Ms. Suzanne M. Elder
Page 4
could not use confidential information or the authority of office
to obtain a private pecuniary benefit for himself, a member of
his immediate family or business with which he is associated.
Since your husband is in partnership with you and since you are a
member of his immediate family, he could not vote or participate
in awarding the contract for the collection of tax to your
partnership. However, regarding the payment of bills by the
partnership to the school district, the Commission held in
Krushinski, Order 168, that a public official was not precluded
from voting upon the payment of routine, non- discretionary, non -
contested bills providing the public official did not participate
in the award of the original contract. Therefore, assuming that
your husband did not participate or vote regarding the award of
the contract to the partnership and assuming that the monthly
bills are in fact routine, non - discretionary and non - contested in
nature, then your husband would not be precluded from
participating or voting regarding the approval of the monthly
bills.
Although you have not posed the question 3(f) quoted
above restricts a public official, his spouse or a business with
which he or his spouse is associated from contracting with his
governmental body unless the requirements of Section 3(f) are
satisfied.
Thus, the open and public process, must be used in all
situations where a public official is otherwise appropriately
contracting with his own governmental body in an amount of $500
or more. This open and public process would require:
(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 and
offered and accepted.
Further, Section 3(f) requires that the public official
could not have supervisory or overall responsibility as to the
implementation or administration of the contract. You must be
cognizant of the above requirement.
Turning to the inquiry you raise regarding another school
director whose daughter is employed as the teacher, Section 7(10)
and (11) of the Ethics Law limit the issuance of advisory
Ms. Suzanne M. Elder
Page 3
"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. "Conflict or
"conflict of interest" 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
or 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 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.
In addition, Sections 3(b) and 3(c) of the Ethics Law
provide in part that no person shall offer to a public
official /employee anything of monetary value and no public
official /employee shall solicit or accept any thing of monetary
value based upon the understanding that the vote, official
action, or judgement of the public official /employee would be
influenced thereby. Reference is made to these provisions of the
law not to imply that there has or will be any transgression
thereof but merely to provide a complete response to the question
presented.
In applying the above provisions and definitions of the
Ethics Law to the instant matter, your husband as school director
Ms. Suzanne M. Elder
Page 5
opinions to persons or their authorized representatives who may
seek advice relative to their own conduct. Since your inquiry in
this case relates to the conduct of some other public official,
it is considered a third party request and as such cannot be
addressed.
Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Law; the applicability of any other
statute, code, ordinance, regulation or other code of conduct
other than the Ethics Law has not been considered in that they do
not involve an interpretation of the Ethics Law Specifically
not addressed herein is the applicability of the Public School
Code or tax collection law.
Conclusions As a director for the school district, your husband
is a public official subject to the provisions of the Ethics Law.
Section 3(a) of the Ethics Law would not restrict a school
director from voting on routine, non - discretionary, non -
contested bills from a business with which he is associated that
are submitted to the school district for approval. To the extent
applicable, the provisions of Section 3(f) outlined above must be
followed. Lastly, the propriety of the proposed conduct has only
been addressed under the Ethics Law.
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 in writing
and must be received at the Commission within 15 days of the date
of this Advice pursuant to 51 Pa. Code 2.12.
Sincerely,
0 11,t,
Vincent . Dopko,
Chief Counsel