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HomeMy WebLinkAbout90-555 MasterMr. Mark A. Master R.D. #1, Box 197 Cranberry, PA 16319 STATE ETHICS COMMISSION 308 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 17108 -1470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL May 25, 1990 90 -555 Re: Motor Carrier Enforcement Officer I; Public Employee; FIS Dear Mr. Master: This responds to your letter of April 11, 1990 or Financial Interest disclosure appeal, which will be treated as a request for advice from the State Ethics Commission. Issue: You ask whether in your capacity as a Motor Carrier Enforcement Officer I with the Pennsylvania Department of Transportation, hereinafter PennDot, you are to be considered a "public employee" as that term is defined in the Public Official and Employee Ethics Law, and therefore, whether you are required to file a Statement of Financial Interests. Facts: You question whether your activities and functions fall within the purview of the definition of "public employee" as that phrase is defined in the Ethics Law and the regulations of this Commission. In order to review the question presented, we' will briefly outline the duties and responsibilities associated with your position as contained in your job description and the classification specifications for this position. Your duties and responsibilities, as set forth in these two documents are incorporated herein by reference. An employee in this position: "This is technical safety inspection and enforcement work in the motor carrier size, weight, safety inspection, and enforcement programs. An employee in this class, at the direction of lead worker, conducts technical safety inspections of motor carriers and upon determination of violations, initiates the enforcement action as directed by state and Federal rules and regulations. The employee also measures and weighs motor carriers; load's, transports, unloads, places, and adjusts portable weighing scales; directs the placement of motor carrier on scales and records the weight; and testifies to duties performed Mr. Mark A. Master Page 2 at judicial hearings. Work is reviewed by a Motor Carrier Enforcement Supervisor." You however argue that you work in the Bureau of Maintenance and Operations and work side -by -side with Pennsylvania State Troopers who do not have to file the forms. In addition you note that your basic job responsibilities including weighing motor vehicles which amounts to eighty percent of your work and inspecting motor carrier vehicles which comprises the other twenty percent of your job time. Discussion: The question to be answered is whether you, in your capacity as a Motor Carrier Enforcement Officer I for PennDot, are to be considered a "public employee." The Ethics Law defines that term as follows: Section 2. Definitions, "Public employee." Any individual employed by the Commonwealth or a political subdivision who is responsible for taking or recommending official action of a nonministerial nature with regard to: (1) contracting or procurement; (2) administering or monitoring grants or subsidies; (3) planning or zoning; (4) inspecting, licensing, regulating or auditing any person; or (5) any other activity where the official action has an economic impact of greater than a de minimus nature on the interests of any person. 65 P.S. 402. "Public employee" shall not include individuals who are employed by the State or any political subdivision thereof in teaching as distinguished from administrative duties. 65 P.S. 402. The regulations of the State Ethics Commission similarly define the term public employee as above and also set forth that the term includes any individual: (B) who meets the criteria of either subclause (I) or (II): Mr. Mark A. Master Page 3 (I) The individual is: ( -a -) a person who normally performs his responsibility in the field without on -site supervision; ( -b -) the immediate supervisor of a person who normally performs his responsibility in the field without on -site supervision; or ( -c -) the supervisor of any highest level field office. (II) The individual is a person: ( -a -) who: ( -1 -) has the authority to make final decisions; ( -2 -) has the authority to forward or stop recommendations from being sent to the person or body with the authority to make final decisions; ( -3 -) prepares or supervises the preparation of final recommendations; or ( -4 -) makes final technical recommendations; and ( -b -) actions: ( -1 -) recurring whose recommendations or are an inherent and part of his position; and ( -2 -) affect organizations other than his own organization. (ii) The term does not include individuals who are employed by the Commonwealth or a political subdivision of the Commonwealth in teaching as distinguished from administrative duties. Mr. Mark A. Master Page 4 (iii) Persons in the positions listed below are generally considered public employees. (A) Executive and special directors or assistants reporting directly to the agency head or governing body. (B) Commonwealth bureau directors, division chiefs, or heads of equivalent organization elements and other governmental body department heads. (C) Staff attorneys engaged in representing the department, agency, or other governmental bodies before the public. (D) Solicitors, engineers, managers, and secretary- treasurers acting as managers, police chiefs, chief clerks, chief purchasing agents, grant and contract managers, housing and building inspectors, sewer enforcement officers, and zoning officers in all governmental bodies. (E) Court administrators, assistants for fiscal affairs, and deputies for the minor judiciary. (F) School business managers and principals. (iv) Persons in the positions listed below are generally not considered public employees. (A) City clerks, other clerical staff, road masters, secretaries, police officers, welfare case workers, maintenance workers, construction workers, detectives, equipment operators, and recreation directors. (B) Law clerks, court criers, court Mr. Mark A. Master Page 5 reporters, probation officers, security guards, and writ servers. (C) School teachers and clerk of the schools. 51 Pa. Code 1.1. We must review the question you present under these provisions of the statute and the regulations of the Commission in light of your duties and obligations as described in your job description and/or classification specifications, under which you operate. Our inquiry necessarily focuses on the job itself and not on the individual incumbent in the position, the variable functions of the position, or the manner in which a particular individual occupying a position may carry out those functions. See Phillips v. State Ethics Commission, 79 Pa. Cmwlth. 491, 470 A.2d 659 (1984); and Iummau v. Ranck, 531 Fed. Supp. 402 (E.D. Pa. 1982). Also, in reviewing your question, the Commonwealth Court in its ruling in Phillips, supra, at page 661, directs us to construe coverage of the Ethics Act broadly, rather than narrowly, and conversely, directs that exclusions from the Ethics Law should be narrowly construed. Based upon this directive and reviewing the definition of "public employee" in the statute and the regulations and opinions of this Commission, in light of your job functions and the information available to us, we must conclude that you re a "public employee" subject to the financial reporting and disclosure requirements of the State Ethics Act. It is clear that in your capacity as a Motor Carrier Enforcement Officer I, you have the ability to recommend official action with respect to subparagraph 4 within the definition of "public employee" as set forth in the Ethics Law, 65 P.S. 402. Specifically, the job classification specification indicates that you measure and weigh motor vehicles, adjust the weight scales and records weight, testify at judicial hearing, conduct technical safety inspections and make determinations of violations and initiate enforcement actions. These activities fall within the definition of public employee as contained in the regulations of the Commission in Section 1.1, subparagraph B I (a) . 51 Pa. Code 1.1. Under these circumstances and given your duties and responsibilities as outlined above, you are a "public employee" as that term is defined in the Ethics Law. Conclusion: You are to be considered a "public employee" in your capacity as a Motor Carrier Enforcement Officer I with PennDot. Accordingly, you must file a Statement of Financial Interests for each year in which you hold the position outlined above and fgr the year following your termination of this service. Mr. Mark A. Master Page 6 If you have not already done so, a Statement of Financial Interests must be filed within 15 days of this Advice. This Statement of Financial Interests would report information of the prior calendar year. Please file the original of such a Statement with this Commission to insure compliance with this Advice, provide the yellow copy to your Personnel Office and retain the green copy for your records. 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, �.St�1r1 Vincent J. Dopko Chief Counsel