HomeMy WebLinkAbout94-594-S GreenJames A. Green, Commissioner
Office of the Commissioners
County of Butler
P.O. Box 1208
Butler, PA 16003 -1208
Dear Mr.
This
requested
Green:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
September 26, 1994
94 -594 -S
Re: Conflict, Public Official /Employee, County Commissioner,
Member of County Retirement Board, Early Retirement Incentive
Program, Participation by Public Official /Employee,
Supplemental Advice.
responds to your letter of August 30, 1994 in which you
supplemental advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law would
prohibit or restrict a County Commissioner who is a member of the
county retirement board from voting and participating in preparing
an early retirement incentive program for the county employees
where he would qualify to take advantage of such an early
retirement incentive but would choose not to participate in the
early retirement plan.
Facts: By letters of July 18, 1994 and July 22, 1994, you
requested advice from the State Ethics Commission with regard to
participating in adopting an early retirement incentive provision
for members of the County employees' retirement system where you
would qualify to take advantage of such an early retirement
incentive and would benefit from same. On August 22, 1994, Advice
of Counsel No. 94 -594 was issued which Advice is incorporated
herein by reference. You now seek supplemental advice.
The facts which you submitted with regard to your initial
request for advice included the following.
You are Chairman of the Butler County Board of Commissioners
and also a Member of the County Retirement Board. New legislation,
specifically Act 71 of 1994, would permit the Retirement Board to
approve an early retirement incentive program for the Butler County
Green, James A., 94 -594 -S
September 26, 1994
Page 2
employees who qualify for retirement. This legislation sets
minimum eligibility standards for such an early retirement
provision, but otherwise allows significant latitude to county
commissioners /county councils and retirement boards in establishing
the specific requirements for taking advantage of the early
retirement provision.
Two of the Members of the Retirement Board, including
yourself, qualify to take advantage of the provisions of the new
legislation. You asked whether you would have a conflict of
interest and would be required to abstain from participating as to
such an early retirement provision authorized by Act 71, in your
capacity as a Member of the Retirement Board who would benefit by
taking advantage of such an early retirement provision.
Following an extensive analysis which shall not be repeated
but which is incorporated herein . by reference, Advice of Counsel
No. 94 -594 reached the following conclusion:
"As Chairman of the Butler County Board of
Commissioners and as a Member of the Retirement Board for
Butler County, Pennsylvania, you are a public official
subject to the provisions of the Ethics Law. Section
3(a) of the Ethics Law would not preclude you from
applying for early retirement under an early retirement
incentive provision which may be adopted for Members of
the Butler County Employees' Retirement System pursuant
to Act 71 of 1994, provided you play no role in
establishing the terms and conditions of the early
retirement provision; abstain from voting and other
official action as to the resolution for an early
retirement provision and as to the early retirement
provision itself, while publicly disclosing the reason
for your abstention as required by Section 3(j) of the
Ethics Law set forth above; play no role in the process
of selecting and reviewing applicants for early
retirement under the early retirement incentive program;
use no confidential information acquired during the
holding of public office to apply for participation in
the early retirement incentive program; and finally have
no involvement with the administration of the program."
Green, Advice of Counsel No. 94 -594 at 6. The Advice additionally
noted that the propriety of your proposed conduct had only been
addressed under the Ethics Law. Id.
In your most recent letter of August 30, 1994, you state that
you agree with the said Advice regarding your prior inquiry and
that there is no challenge or appeal to the said Advice. However,
you indicate that as a lay person you are making an assumption that
if you personally do not choose to participate in the provisions of
Green, James A., 94 -594 -S
September 26, 1994
Page 3
Act 71 of 1994, that you may vote and participate in preparing an
early retirement incentive program for the employees of Butler
County. You state that you would, of course, make your intentions
known at a public meeting -- both verbally and in writing -- that
you would not participate in an early retirement plan. It is your
belief that if you do not participate, you may vote for a plan.
You ask for an advisory confirming your understanding.
Discussion: It is initially noted that pursuant to Sections 7(10)
and 7(11) of the Ethics Law, 65 P.S. §5407(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
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. 55407(10), (11). An
advisory only affords a defense to the extent the requestor has
truthfully disclosed all of the material facts.
As Chairman of the Butler County Board of Commissioners and as
a Member of the County Retirement Board for Butler County,
Pennsylvania, you are a public official as that term is defined
under the Ethics Law, and hence you are subject to the provisions
of that law.
Sections 3(a), 3 (b) , 3(c), and 3(j) as well as the pertinent
definitions found in Section 2 of the Ethics Law have been set
forth and discussed fully in Advice of Counsel No. 94 -594 and will
not be repeated herein, but are incorporated herein by reference.
Your specific inquiry will now be addressed.
Given your affirmative representations that you would not
participate in an early retirement plan and that you would make
these intentions known at a public meeting -- both verbally and in
writing -- the Ethics Law would not preclude you from voting and
participating in preparing an early retirement incentive program
for the employees of Butler County. This is because under the
facts and conditions which you have submitted, there would be no
private pecuniary benefit to you resulting from your official
action. Thus, you would not have a conflict of interest as that
term is defined in Section 2 of the Ethics Law. This Supplemental
Advice is conditioned upon the express assumption that your
official action would not result in a private pecuniary benefit to
any member of your immediate family or any business with which you
or a member of your immediate family is associated.
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
Green, James A., 94 -594 -S
September 26, 1994
Page 4
interpretation of the Ethics Law. Specifically not addressed herein
is the applicability of the County Code or the County Pension Law.
Conclusion: As Chairman of the Butler County Board of Commissioners
and as a Member of the Retirement Board for Butler County,
Pennsylvania, you are a public official subject to the provisions of
the Ethics Law. Given your affirmative representations that you
would not participate in an early retirement plan, despite your
qualification for same, and that you would make these intentions
known at a public meeting -- both verbally and in writing -- the
Ethics Law would not preclude you from voting and participating in
preparing an early retirement incentive program for the employees of
Butler County. This Supplemental Advice is conditioned upon the
express assumption that your official action would not result in a
private pecuniary benefit to any member of your immediate family or
any business with which you or a member of your immediate family is
associated. 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 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
received at the Commission within fifteen (15) days of the date
of this Advice pursuant to 51 Pa.Code 513.2(h). The appeal may
be received at the Commission by hand delivery, Milted 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.
17r erely,
Vincent . Dopko
Chief Counsel