HomeMy WebLinkAbout92-651Kenelm L. Shirk, III, Esquire
R.L. Shirk Law Offices
501 West Main Street
Ephrata, PA 17522
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
December 8, 1992
92 -651
Re: Conflict, Public Official /Employee, Municipal Solicitor,
Entertainment, Christmas Party.
Dear Mr. Shirk:
This responds to your letter of October 28, 1992, in which you
requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law
presents any prohibition or restrictions upon a municipal solicitor
with regard to providing a Christmas party for municipal public
officials and public employees.
Facts: You state that as a municipal Solicitor, you are allowed to
charge whatever fair and reasonable rate of charge for your
services you can negotiate with your respective municipal clients.
You indicate that you intend to charge a retainer plus an hourly
rate for work performed. You state that this proposal is for a
long standing municipal client.
You propose to use a substantial amount of the retainer, at
your discretion, for the purposes of providing an annual Christmas
party for all employees and officials of the municipality. The
employees and officials of the municipality would be invited to the
Christmas party along with their "significant others," with the
cost not to exceed $25.00 per person.
You state that the purpose of the party is not to influence
anybody in particular or to acquire any municipal service, but to
express your appreciation for the cooperation and help of the many
municipal officials and employees with whom you must deal. It
would include zoning hearing board members, planning commission
members, park and recreation commission members, supervisors, road
crew, office staff, and the like.
Kenelm L. Shirk, III, Esquire
December 8, 1992
Page 2
Based upon the above, you request an advisory from this
Commission.
Discussion: As a municipal Solicitor, you are a public employee as
that term is defined under the Ethics Law, and hence you are
subject to the provisions of that law.
Section 3(a) of the Ethics Law provides:
Section 3. Restricted Activities.
(a) No public official or public
employee shall engage in conduct that
constitutes a conflict of interest.
The following terms are defined in the Ethics Law as follows:
Section 2. 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. "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 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 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.
Kenelm L. Shirk, III, Esquire
December 8, 1992
Page 3
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 anything 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
been or will be any transgression thereof but merely to provide a
complete response to the question presented.
Section 3(j) of the Ethics Law provides as follows:
Section 3. Restricted activities.
(j) Where voting conflicts are not
otherwise addressed by the Constitution of
Pennsylvania or by any law, rule, regulation,
order or ordinance, the following procedure
shall be employed. Any public official or
public employee, who in the discharge of his
official duties, would be required to vote on
a matter that would result in a conflict of
interest shall abstain from voting and, prior
to the vote being taken, publicly announce and
disclose the nature of his interest as a
public record in a written memorandum filed
with the person responsible for recording the
minutes of the meeting at which the vote is
taken, provided that whenever a governing body
would be unable to take any action on a matter
before it because the number of members of the
body required to abstain from voting under the
provisions of this section makes the majority
or other legally required vote of approval
unattainable, then such members shall be
permitted to vote if disclosures are made as
otherwise provided herein. In the case of a
three - member governing body of a political
subdivision, where one member has abstained
from voting as a result of a conflict of
interest, and the remaining two members of the
governing body have cast opposing votes, the
member who has abstained shall be permitted to
vote to break the tie vote if disclosure is
made as otherwise provided herein.
If a conflict exists, Section 3(j) requires the public
official /employee to abstain and to publicly disclose the
abstention and reasons for same, both orally and by filing a
written memorandum to that effect with the person recording the
Kenelm L. Shirk, III, Esquire
December 8, 1992
Page 4
minutes or supervisor.
In applying the above provisions of the Ethics Law to the
circumstances which you have submitted, pursuant to Section 3(a) of
the Ethics Law, a public official /public employee is prohibited
from using the authority of public office /employment or
confidential information received by holding such a public position
for the private pecuniary benefit of the public official /public
employee himself, any member of his immediate family, or a business
with which he or a member of his immediate family is associated.
It is initially noted that a similar question arose in Greevv,
Advice 90 -564. In Greevv, supra, it was determined that Section
3(a) of the Ethics Law would not restrict a solicitor from
entertaining township supervisors and township employees at a
breakfast where the solicitor was deemed to be making a gift to the
supervisors and employees. However, that Advice was expressly
conditioned upon an assumption that there were no understandings as
to the solicitor's entertainment of these people with periodic
breakfasts vis -a -vis his retention as solicitor, which agreements
would be in violation of Sections 3(b) and 3(c) of the Ethics Law.
The analysis of Greevv, which was based upon the Commission's
decision in Confidential Opinion, 89 -029, would equally apply in
this case.
Section 3(a) of the Ethics Law would not restrict you from
providing municipal public officials and public employees with a
Christmas party. In so doing, you would be making a gift to the
officials and employees to the extent of the cost of the party.
The Ethics Law would not prohibit you from making these gifts.
See, Gialiotti, Opinion 89 -020.
As to Sections 3(b) and 3(c) of the Ethics Law referenced
above, it is expressly assumed for purposes of this Advice that no
understanding would exist as to your providing these people, in
particular the public officials, with a Christmas party vis -a -vis
your retention as Solicitor. Confidential Opinion, 89 -029.
Finally, you should be aware that Section 4(a) of the current
Ethics Law requires that persons who are full - time or part - time
solicitors for political subdivisions are required to file the
Statement of Financial Interests. 65 P.S. §404(a). Therefore, on
or before May 1 of each year you serve in a given solicitorship,
and the year after leaving such position, you are required to file
a Statement of Financial Interests for the preceding calendar year.
Powell, Opinion 89 -025.
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
Kenelm L. Shirk, III, Esquire
December 8, 1992
Page 5
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 Rules of Professional Conduct or
the respective municipal codes.
Conclusion: As a municipal Solicitor, you are a public employee
subject to the provisions of the Ethics Law. Section 3(a) of the
Ethics Law would not restrict you as Solicitor from providing a
Christmas party for the municipal public officials, public
employees, and their "significant others." This Advice is
conditioned upon the assumption that no understanding(s) would
exist which would trangress Section 3(b) and /or Section 3(c) of the
Ethics Law. You are required to file Statements of Financial
Interests in accordance with Section 4(a) of the Ethics Law.
Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Law.
Pursuant to Section 7(11), 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.
such.
This letter is a public record and will be made available as
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 S2.12.
Sincerely,
0
Vincent J. Dopko
Chief Counsel