Loading...
HomeMy WebLinkAbout94-577 CorazziDaniel J. Corazzi, Superintendent Valley View School District 1 Columbus Drive Archibald, PA 18403 Dear Mr. Corazzi: STATE ETHICS COMMISSION 309 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL June 21, 1994 94 -577 Re: Conflict, Public Official /Employee, School Director, CPA, School District Accounting and Auditing Conference, Superintendent Approval. This responds to your letter of May 24, 1994 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 school director who is a CPA from attending a school district accounting and auditing conference at school district expense after obtaining authorization from the superintendent. Facts: On behalf of a Member of the Valley View School District Board of Education (District) who has authorized you to request this advisory, you inquire as to whether the District may pay a registration fee for the Board Member to attend a one (1) day School District Accounting and Auditing Conference. The Conference is intended for CPA's and School District Finance Officials. The School Board Member is a CPA. The registration fee is $175.00 and no other costs will be incurred by the District. The Board Member would not vote to approve the request since the District policy authorizes the Superintendent to approve such requests. A copy of the conference brochure is enclosed which is incorporated herein by reference. Discussion: It is initially noted that pursuant to Sections 7(10) and 7(11) of the Ethics Law, 65 P.S. 55407(10), (11), advisories are issued to the requestor based upon the facts which the requestor has submitted. In issuing the advisory based upon the facts which the requestor has submitted, the Commission does not engage in an independent investigation of the facts, nor does it Corazzi, Daniel J., 94 -577 June 21, 1994 Page 2 speculate as to facts which have not been submitted. It is the burden of the requestor to truthfully disclose all of the material facts relevant to the inquiry. 65 P.S. §S407(10), (11). An advisory only affords a defense to the extent the requestor has truthfully disclosed all of the material facts. As School Director for Valley View School District, the School Director 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. 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. Corazzi, Daniel J., 94 -577 June 21, 1994 Page 3 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 minutes or supervisor. • In this case, although the Ethics Law would not prohibit the School Board Member from attending the one (1) day conference with the registration fee of $175.00 paid by the District, there are certain restrictions imposed by the Ethics Law. First, the School Board Member could not vote or participate on the matter of sending himself to conference. Further, in the event that the Superintendent would approve such requests, then the Board Member would have a conflict in the future as to matters involving the Corazzi, Daniel J., 94 -577 June 21, 1994 Page 4 Superintendent rating. As to participate as the disclosure above. such as his salary, retention, job performance those matters, the Board Member could not vote or to the Superintendent and would have to comply with provisions of Section 3(j) of the Ethics Law noted In Guloien, Opinion 90 -011, the Commission determined that a School Director was not prohibited from soliciting insurance or renewing insurance contracts as to Board Members, administrators, teachers, or other employees of the School District. However, the Commission noted that the School Board Member would have a conflict and could not participate in matters involving individuals associated with the District who were or became insurance clients and further that the School Director had to observe the disclosure requirements of Section 3(j) of the Ethics Law. See also Bassi, Opinion 86- 007 -R, and Woodrincr,, Opinion 90 -001. Therefore, based upon the prior precedent of the Commission, the Board Member would not be precluded from attending the conference with the registration fee paid by the school as approved by the Superintendent: however, the School Board Member would then have a conflict as to matters involving the Superintendent and would have to observe the disclosure requirements of Section 3(j) of the Ethics Law. 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 School Director for Valley View School District, the individual is a public official subject to the provisions of the Ethics Law. Based upon prior precedent of the Commission, the School Board Member would not be precluded from attending the conference with the registration fee paid by the school as approved by the Superintendent: however, the School Board Member would then have a conflict as to matters involving the Superintendent and would have to observe the disclosure requirements of Section 3(j) 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. Corazzi, Daniel J., 94 -577 June 21, 1994 Page 5 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 appeal the Advice to the full Commission. A personal appearance before the Commission will be scheduled and a formal Opinion will be issued by the Commission. Any such appeal must be in writing and must be actually rece ved at the Commission within fifteen (15) days of the date of this Advice pursuant to 51 Pa,Code §13.2(h). The appeal may be received at the Commission by hand delivery, United States mail, delivery service, or by FAX transmission (717 - 787 - 0806). Failure to file such an appeal at the Commission within fifteen (15) days may result in the dismissal of the appeal. such. Vincent Dop o Chief Counsel