HomeMy WebLinkAbout93-522 ApfelbaumMichael M. - Apfelbaum, Esquire
City of Sunbury
225 Market Street
Sunbury, PA 17801
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
A DVICE OF COUNSE
March 3, 1993
93 -522
Re: Conflict, Public Official /Employee, City Council Member, Use
of Authority of Office or Confidential Information, Vote,
Business with which Associated, Bank, Customers.
Dear Mr. Apfelbaum:
This responds to your letter of January 22, 1993, 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 city council member
who is also employed by a bank, with regard to matters before the
council involving bank customers.
Facts: As Solicitor for the City of Sunbury, you request an
advisory from the State Ethics Commission on behalf of City Council
Member William Mackey concerning his employment at a Sunbury bank
while he serves as a City Council Member.
You state that Mr. Mackey has been very careful to abstain
from all discussion or votes which would involve his employer.
Moreover, Mr. Mackey has never voted on a matter which resulted in
any personal financial gain. However, you state that this
Commission recently issued an advisory that restricts public
officials, who also work in banks, from involvement in any matters
which involve customers of the banks.
You state that this creates a cumbersome problem for your
present City Council since Sunbury is a relatively small community
with three banks. Further, one Council Member is married to a bank
employee and the other Council Member who requests this advisory,
is employed directly by the bank.
You state that as a practical matter, the recent advisory
seems to require the Council Member to ask each individual who
Michael M. Apfelbaum, Esquire
March 3, 1993
Page 2
comes before Council to divulge sensitive information concerning
banking. You state that this creates a violation of the banker's
confidentiality restrictions.
Based upon the above, you request an advisory as to how Mr.
Mackey should proceed in these matters.
Discussion: As a Council Member for the City of Sunbury,
Pennsylvania, Mr. William Mackey is a public official as that term
is defined under the Ethics Law, and hence he is 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.
Michael M. Apfelbaum, Esquire
March 3, 1993
Page 3
"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 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
Michael M. Apfelbaum, Esquire
March 3, 1993
Page 4
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
minutes or supervisor.
In the event that the required abstention results in the
inability of the governmental body to take action because a
majority is unattainable due to the abstention(s), then in that
event participation is permissible provided the disclosure
requirements noted above are followed. See, Mlakar, Advice 91-523 -
S.
In applying the above provisions of the Ethics Law to the
facts that you have presented, Section 3(a) of the Ethics Law
prohibits a public official /public employee 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. The bank which
employs Mr. Mackey is by definition a business with which he is
associated.
In the event that the bank and /or a bank customer would have
a matter pending before Mr. Mackey as a public official, a conflict
would exist. Miller, Opinion 89 -024. As noted in Miller, matters
which come before a public official /public employee involving his
private business /employer or private clients place a public
official /public employee in a situation where he is faced with
conflicting interests. In his private capacity, his duty is owed .
to a private employer as well as to the private clients, while in
his capacity as a public official/ public employee, his primary
duty is to act in the best interest of the governmental body with
the duty being owed to the public rather than to private clients.
Id.; See also, Brooks, Opinion 89 -023.
In each instance of a conflict of interest, Mr. Mackey must
divest himself from any participation and must fully satisfy the
disclosure requirements of Section 3(j) as set forth above.
As for your claim that under these circumstances, compliance
with the Ethics Law would create a violation of "the banker's
confidentiality restrictions," you have failed to provide any legal
citation to such "restrictions," and this Commission is unaware of
any. However, the following considerations are noted. If any such
confidentiality restrictions exist, it is likely that they are a
matter of internal policy for the bank, rather than a statutory or
Michael M. Apfelbaum, Esquire
March 3, 1993
Page 5
regulatory promulgation. Second, if such confidentiality
restrictions exist, it is questionable whether the mere disclosure
that a particular individual or entity is a bank customer would
"violate" such confidentiality. Third, if such were the case, in
that instance a sufficient disclosure would be that a conflict
existed under the Ethics Law, but that the specific basis for the
conflict could not be identified without breaching a duty of
confidentiality.
Furthermore, the parameters of the Ethics Law would rarely, if
ever, create "a cumbersome problem" for Mr. Mackey, as you allege.
As a practical matter, municipal agendas are ordinarily prepared in
advance of a meeting so that Mr. Mackey would have sufficient time
to check for conflicts without having to question each individual
as he or she comes before Council.
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 respective municipal code.
Conclusion: As a Member of City Council for the City of Sunbury,
Pennsylvania, Mr. William Mackey is a public official subject to
the provisions of the Ethics Law. Mr. Mackey would have a conflict
of interest in matters before him as a public official involving
the bank which employs him or its customers. In each instance of
a conflict of interest, Mr. Mackey would be required to abstain
from any participation and the disclosure requirements of Section
3(j) of the Ethics Law would have to be satisfied, as outlined
above. 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
Michael M. Apfelbaum, Esquire
March 3, 1993
Page 6
to 51 Pa. Code 52.12.
Vincent `J . Dopko
Chief Counsel
cerely,