HomeMy WebLinkAbout95-505 SvirskoDear Mr. Svirsko:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
January 26, 1995
Alex L. Svirsko, Jr., Esquire
Gvozdich, Buchan & Svirsko
Attorneys at Law
107 East Lloyd Street, P.O. Box 330
Ebensburg, PA 15931 95 -505
Re: Conflict of Interest, Public Official /Employee, Contracting
with Governmental Body, Municipal Authority, Engineer, Rental
and Storage Agreement, Sewer Jet Truck.
This responds to your letter of December 22, 1994, in which
you requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law
presents any prohibition upon a municipal authority engineer from
contracting with the authority for the rental, storage, and use of
a sewer jet truck owned by the engineer.
Facts: As Solicitor for the Nanty Glo Sanitary Sewer Authority
( "Authority "), you request an advisory from the State Ethics
Commission on behalf of the Authority's appointed Engineer,
Stiffler, McGraw and Associates, Inc. ( "Engineer "). The Authority
owns and operates various property related to sewage treatment. An
integral part of the building that houses the sewage treatment
plant is a heated garage which is neither occupied nor presently
used by the Authority. The Engineer is the owner of a sewer jet
truck ( "truck ") which it recently obtained. The truck's
manufacturer recommends that the truck be garaged in a heated
facility when not in use. The Engineer does not have a heated
facility in which to store the truck. The Engineer has made a
proposal to the Authority to use its facilities to store the truck.
You have submitted a copy of the proposal which is designated a
"Sewer Jet Truck Rental & Storage Agreement" between the Authority
and the Engineer, which two page document is incorporated herein by
reference.
The Authority does not own a sewer jet truck. The Authority's
current practice when it is in dire need of a sewer jet truck is to
Svirsko, Jr., Alex L., Esquire, 95 -505
January 26, 1995
Page 2
contact entities that own such a truck and rent it for an hourly
rate which varies from $40.00 to $80.00 per hour, depending upon
the purpose and number of operators provided by the owning entity.
The owning entity sends the sewer jet truck and an operator to the
place where the Authority needs the sewer jet truck. To date, the
Authority has never rented the truck from the Engineer.
The Engineer is proposing that the Authority pay the Engineer
$300.00 to store the truck at the Authority's garage. In turn, the
truck will be available for the Authority to use free of charge.
For every day that the truck is not available to the Authority
because the Engineer is using or renting it, the monthly rental
would be reduced $10.00. For example if the Engineer would need
the truck to rent to ABC Company on February 1, 1995 and would
return it to the Authority garage February 5, 1995, the Authority
would not pay the Engineer $300.00 for the month of February but
instead would pay the Engineer $300.00 less $50.00. You state that
the $300.00 fee is negotiable.
The plant operator for the Authority believes that the truck
would enhance the service that the Authority provides to its
customers because the truck can be used for more than its original
purpose and a sewer jet truck and operator would not have to be
provided by the owning entity or Engineer, thus saving the
Authority the cost of renting a sewer jet truck from another
entity. You state that the only drawback is that it cannot be
determined how often the Authority would need the truck because it
only rents one when it is in dire need of one.
The following points are noted as to the Sewer Jet Truck
Rental & Storage Agreement which you have submitted. First, the
monthly rental of $300.00 has been stricken and replaced with a
handwritten notation of $250.00 as the monthly rental to be paid by
the Authority to the Engineer, subject to a $10.00 per day
reduction for each day the sewer jet truck is not stored and
available for use at the Nanty Glo Sewage Treatment plant site.
The Authority is responsible for keeping the sewer jet truck in a
heated environment above 40 degrees Fahrenheit to prevent freezing
of piping, pump, tank, and the like. Only certain specified,
authorized individuals would be allowed to operate the truck. The
Engineer is to provide automotive insurance for the truck but the
Authority is responsible for any damages caused by the sewer jet
truck during the sewer cleaning operation by Authority personnel.
The Authority is to be responsible for normal operation and
maintenance of the sewer jet truck during its use of that truck.
The Authority is to be responsible for the purchase of gasoline
used during its operation of the truck. The Authority is to
provide the Engineer access to the sewer jet truck at the Nanty Glo
Sewage treatment facility as required by the Engineer. The
contract is for a one year period and is automatically renewable,
Svirsko, Jr., Alex L., Esquire, 95 -505
January 26, 1995
Page 3
but may be cancelled by either party immediately upon written
notification to the other party.
Based upon all of the above, you request an advisory from the
State Ethics Commission regarding the Engineer's proposal.
Discussion: Three points must initially be noted. First, 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 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.
Additionally, it is initially noted that Sections 7(10) and
(11) of the Ethics Act make it clear that an opinion / advice may be
given only as to prospective (future) conduct. If the activity in
question has already occurred, the Commission may not issue an
opinion / advice but any person may then submit a signed and sworn
complaint which will be investigated by the Commission if there are
allegations of Ethics Law violations by a person who is subject to
the Ethics Law.
Finally, it is noted that advisories do not proffer an opinion
as to the wisdom of a governmental body's decision such as whether
the instant proposal may be accepted where the authority only rents
a sewer jet truck when it is in "dire need" of one.
Your inquiry will now be addressed.
The appointed Engineer for the Nanty Glo Sanitary Sewer
Authority ( "Authority ") is a "public official /employee" as defined
in the Ethics Law. 65 P.S. §402; 51 Pa. Code §11.1. As such, the
Authority Engineer is subject to the provisions of the Ethics Law
and the restrictions therein are applicable to the Engineer.
Section 3(a) of the Ethics Law provides:
Restricted Activities
No public official or public employee
shall engage in conduct that constitutes a
conflict of interest.
Svirsko, Jr., Alex L., Esquire, 95 -505
January 26, 1995
Page 4
The following terms are defined under the Ethics Law:
"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 or 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.
Under Section 3(a) of the Ethics Law quoted above, a public
official /employee may not use the authority of office or
confidential information to obtain a private pecuniary benefit for
himself, a member of his immediate family or a business with which
he is or a member of his immediate family is associated.
Generally, the Ethics Law places no per se prohibition upon a
public official /employee or business with which he is associated
from contracting with his governmental body. Pancoe, Opinion 89-
011. Pursuant to Section 3(a), a public official /employee could
not participate or vote on matters involving the contract between
the governmental body and the public official /employee or the
"business with which he is associated." In addition, the
requirements of Section 3(j) of the Ethics Law must be followed
whereby the reasons for the abstention must be publicly noted, and
a written memorandum to the same effect must be filed with the
Svirsko, Jr., Alex L., Esquire, 95 -505
January 26, 1995
Page 5
secretary recording the minutes.
Therefore, under Section 3(a), the public official /employee or
the "business with which he is associated" is not precluded from
contracting with the governmental body but the public
official /employee could not participate or vote as to the matter of
the contract and must comply with the disclosure requirements of
Section 3(j) of the Ethics Law.
Having set forth the above general principles, it is clear
that Stiffler, McGraw and Associates, Inc., as the Nanty Glo
Sanitary Sewer Authority's Engineer, could not participate in an
official capacity with regard to the Sewer Jet Truck Rental &
Storage Agreement proposal or related matters, such as, for
example, specific instances for using the truck or for providing
for its maintenance. In each instance that a conflict of interest
would arise for the Engineer, it would be required to abstain from
any participation and to publicly disclose the abstention and the
reasons for same, both orally at the public meeting and in the
written memorandum to be filed with the secretary recording the
minutes.
Section 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 any thing of monetary value based upon the understanding
that the vote, official action, or judgement of the public
official /employee would be influenced thereby.
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
Svirsko, Jr., Alex L., Esquire, 95 -505
January 26, 1995
Page 6
the contract. Any contract or subcontract
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.
In relation to the above provision of law, the State Ethics
Commission has generally determined that this provision is a
procedure to be used when a public official or employee contracts
with his own governmental body in an amount of $500 or more. The
process must be open and public with prior public notice and
subsequent public disclosure. In addition, the public official/
employee may not have any supervisory or overall responsibility for
the implementation or administration of the contract.
Thus,
situations
contracting
more. This
the open and public process must be used in all
where a public official is otherwise appropriately
with his own governmental body in an amount of $500 or
open and public process would require:
(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.
Further, Section 3(f) requires that the public official could
not have supervisory or overall responsibility as to the
implementation or administration of the contract.
Thus, assuming the proposed contract would otherwise be
permissible, in order for the proposed contract between the
Authority and its Engineer to meet the requirements of Section 3 (f)
of the Ethics Law, the aforesaid requirements would have to be
satisfied. The facts which you have submitted do not expressly
indicate whether such an open and public process has occurred, but
a concern on this issue is noted since the phraseology of your
letter indicates that it is the Engineer who has submitted the
proposal rather than the Authority which has solicited proposals
publicly. Nevertheless, as noted above, an advisory does not
address past conduct.
Parenthetically, although the contracting in question would
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January 26, 1995
Page 7
not be prohibited under the Ethics Law provided the restrictions of
Sections 3(a), (b) , (c) , (f) and (j) are satisfied, a problem may
exist as to such contracting under the Municipality Authorities Act
of 1945, 53 P.S. §301 et sea.
In the instant situation, the Municipality Authorities Act
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
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.
53 P.S. §312(D).
It is suggested that to the extent the Authority is concerned
as to the validity of this contract, it consult with its Solicitor,
and to the extent the Engineer has concerns as to the legality of
its proposal, it seek the advice of private legal counsel.
Lastly, 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 in this advice is the applicability of the Municipality
Authorities Act of 1945, although a concern has been noted as to
its applicability and recommendations have been made as to the
Authority and the Engineer obtaining legal advice in that regard.
Conclusion: As the appointed Engineer for the Nanty Glo Sanitary
Sewer Authority ( "Authority "), Stiffler, McGraw and Associates,
Inc. ( "Engineer ") is a public official /employee subject to the
provisions of the Ethics Law. Under Section 3(a) of the Ethics
Law, a public official /employee or a "business with which - --
associated" may contract with the governmental body but could not
vote or participate in the matter of the contract. In this case,
the Authority's Engineer may not participate in an official
capacity as to the sewer jet truck rental and storage agreement
and /or related matters. The disclosure requirements of Section
3(j) outlined above must be observed. Finally, given that the
contract is $500 or more, the open and public process as outlined
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January 26, 1995
Page 8
above must be accomplished. The Engineer could not have any
supervisory or overall responsibilities as to the contract.
Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Law. Due to the possible application of
the Municipality Authorities Act of 1945, it is suggested that the
Authority consult its Solicitor and that the Engineer obtain legal
Advice from private counsel in that regard.
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 §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.
cerely,
Vincent . Dopko
Chief Counsel