HomeMy WebLinkAbout94-619 ConfidentialSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
October 4, 1994
94 -619
Re: Conflict, Public Official /Employee, Authority Board Member,
Subcontracting with Contractor for Authority Construction
Project.
This responds to your letter of September 21, 1994 in which
you requested confidential advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law
presents any prohibition or restrictions upon an authority board
member with regard to subcontracting with a contractor to supply
concrete for an authority construction project.
Facts: You are Counsel to Authority A which is a waste water
treatment facility located in City B, Pennsylvania.
By and through an open and public bid, the Authority's Board
awarded a contract for the construction of a chemical feed building
on premises owned by the Authority. The construction for this
project has not begun, and you have been asked by one of the Board
Members to provide him with an opinion regarding his ability to
lawfully supply the contractor with concrete, within the parameters
of the Ethics Law. You have related to the Board Member that you
would seek an opinion from this Commission regarding this matter.
You note that this Board Member is regularly and customarily in the
business of supplying concrete for residential and commercial jobs.
Based upon all of the above, you request an advisory from the
State Ethics Commission as to the restrictions and prohibitions of
the Ethics Law which would be applicable in this matter.
Discussion: It is initially noted that pursuant to Sections 7(10)
and 7(11) of the Ethics Law, 65 P.S. § §407(10), (11), advisories
are issued to the requestor based upon the facts which the
requestor has submitted. In issuing the advisory based upon the
Confidential Advice, 94 -619
October 4, 1994
Page 2
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. § §407(10), (11). An
advisory only affords a defense to the extent the requestor has
truthfully disclosed all of the material facts.
It is further initially noted that your request for advice may
only be addressed with regard to prospective conduct. A reading of
Sections 7(10) and 7(11) of the Ethics Law makes it clear that an
opinion or advice may be given only as to prospective (future)
conduct. Specifically not addressed herein would be the propriety
of any official action already taken by this Board Member in
awarding the contract, particularly if the successful contractor is
an established customer.
As a Board Member of Authority A, the Authority Board Member
on whose behalf you have inquired 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
Confidential Advice, 94 -619
October 4, 1994
Page 3
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.
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(f) of the Ethics Law provides as follows:
Section 3. Restricted activities
(f) No public official or public
employee or his spouse or child or any
business in which the person or his spouse or
child is associated shall enter into any
contract valued at $500 or more with the
governmental body with which the public
official or public employee is associated or
any subcontract valued at $500 or more with
any person who has been awarded a contract
with the governmental body with which the
public official or public employee is
associated, unless the contract has been
awarded through an open and public process,
including prior public notice and subsequent
public disclosure of all proposals considered
and contracts awarded. In such a case, the
public official or public employee shall not
have any supervisory or overall responsibility
for the implementation or administration of
the contract. Any contract or subcontract
Confidential Advice, 94 -619
October 4, 1994
Page 4
made in violation of this subsection shall be
voidable by a court of competent jurisdiction
if the suit is commenced within 90 days of the
making of the contract or subcontract.
Parenthetically, where contracting is otherwise allowed or
where there appears to be no expressed prohibitions to such
contracting, the above particular provision of the law would
require that an open and public process must be used in all
situations where a public official /employee is otherwise
appropriately contracting with his own governmental body, or
subcontracting with any person who has been awarded a contract with
the governmental body, in an amount of $500.00 or more. This open
and public process would require that the following be observed as
to the contract with the governmental body:
(1) prior public notice of the employment or contracting
possibility;
(2) sufficient time for a reasonable and prudent competitor/
applicant to be able to prepare and present an
application or proposal;
(3) public disclosure of all applications or proposals
considered and;
(4) public disclosure of the contract awarded and offered and
accepted.
Section 3(f) of the Ethics Law also requires that the public
official /employee may not have any supervisory or overall
responsibility as to the implementation or administration of the
contract with the governmental body.
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
Confidential Advice, 94 -619
October 4, 1994
Page 5
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 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) from conflict
under the Ethics Law, then in that event participation is
permissible provided the disclosure requirements noted above are
followed. See, Mlakar, Advice 91- 523 -S.
Having set forth the above provisions of the Ethics Law and
general principles pertaining to them, your specific inquiry shall
now be addressed.
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. The Board Member's concrete supply
business would be a business with which he is associated.
Section 3(a) would not restrict the Board Member from acting
in his private capacity to subcontract to supply concrete to the
contractor for the Authority construction project. However, the
Board Member could not use the authority of office or confidential
Confidential Advice, 94 -619
October 4, 1994
Page 6
information received by being in his position for the advancement
of his own private pecuniary benefit or that of his concrete supply
business or its customer(s).
In the event that the Board Member's concrete supply business
or its customer(s), including but not limited to this particular
contractor, would have a matter pending before the Authority or if
the Board Member as part of such official duties would participate,
review or pass upon the matter, a conflict would exist. Miller,
Opinion 89 -024. In those instances, it would be necessary that the
Board Member be removed from that process.
In such cases as noted above, Section 3(j) of the Ethics Law
would require not only that the Board Member abstain from
participation but also file a written memorandum to that effect
with the person recording the minutes.
In summary, the Ethics Law would restrict the following:
1. The use of authority of office to obtain any business in
a private capacity;
2. utilization of confidential information gained through
public position;
3. participating in discussions, reviews, or recommendations
on matters which relate to the business /private employer
or its customers which may come before the governmental
body and in such cases publicly announcing the
relationship or advising the supervisor as well as filing
a written memorandum as per the requirements of Section
3(j) of the Ethics Law. Brooks, Opinion 89 -023.
As for Section 3(f), assuming that the value of the
subcontract for supplying concrete would be $500.00 or more,
Section 3(f) would be applicable and its restrictions would have
had to have been observed as to the Authority's contract with the
contractor in order for this Board Member to lawfully subcontract
to supply such concrete.
Although the State Ethics Commission does not have the express
statutory authority to interpret the Municipality Authorities Act,
concern is expressed as to whether the Board Member would be
permitted by the Municipality Authorities Act to supply concrete to
the contractor. It is noted that the Municipality Authorities Act
of 1945 provides as follows:
D. No member of the Authority or officer
or employee thereof shall either directly or
indirectly be a party to or be in any manner
Confidential Advice, 94 -619
October 4, 1994
Page 7
53 P.S. §312 (D) .
interested in any contract or agreement with
the Authority for any matter, cause or thing
whatsoever by reason whereof any liability or
indebtedness shall in any way be created
against such Authority. If any contract or
agreement shall be made in violation of the
provisions of this section the same shall be
null and void and no action shall be
maintained thereon against such Authority.
It is recommended that the Board Member obtain legal counsel
as to the restrictions of the Municipality Authorities Act in this
matter.
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 Municipality Authorities Act,
although a concern has been noted as to its applicability.
Conclusion: As a Board Member for Authority A, the Authority Board
Member on whose behalf you have inquired is a public official
subject to the provisions of the Ethics Law. Section 3(a) of the
Ethics Law would not preclude the Board Member from subcontracting
in his private capacity to supply concrete to a contractor for an
authority construction project, subject to the restrictions and
qualifications as noted above. In the event that the Board
Member's concrete supply business or any of its customers,
including but not limited to that particular contractor, would have
a matter pending before the Authority, this Board Member could not
participate in that matter and the disclosure requirements of
Section 3(j) of the Ethics Law as outlined above would have to be
satisfied. Should the Board Member subcontract with the contractor
for this project, assuming that the value of the subcontract would
be $500.00 or more, the restrictions of Section 3(f) would have had
to have been observed as to the contract between the Authority and
the contractor in order for such subcontracting to be lawful under
the Ethics Law. This advisory has only addressed prospective
conduct. Lastly, the propriety of the proposed conduct has only
been addressed under the Ethics Law. Specifically not addressed
herein is the applicability of the Municipality Authorities Act of
1945, although a concern has been noted as to its applicability and
it has been recommended that the Board Member obtain legal counsel
as to whether the proposed subcontracting would be permissible
within the restrictions of that Act.
Confidential Advice, 94 -619
October 4, 1994
Page 8
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 523.2(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.
cerely,
ltvt(.) lo
Vincent J. Dop
Chief Counsel