HomeMy WebLinkAbout95-571 HellerSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
May 24, 1995
Sherri Z. Heller, Ed.D.
Deputy Secretary for Income Maintenance
Commonwealth of Pennsylvania
Department of Public Welfare
P.O. Box 2675
Harrisburg, PA 17105 -2675
95 -571
Re: Conflict, Public Official /Employee, Private Employment or
Business, Deputy Secretary, Department of Public Welfare,
Member, Board of Directors, Health Insurance Company.
Dear Ms. Heller:
This responds to your letter of April 26, 1995, in which you
requested advice from the State Ethics Commission.
Issue: Whether a deputy secretary of Income Maintenance is
prohibited or restricted by the Public Official and Employee Ethics
Law from working with, being employed by or associated with a
business /person in a private capacity in addition to public
service.
Facts: Since April 17, 1995, you have been Deputy Secretary for
Income Maintenance at the Department of Public Welfare (DPW). For
the past several years, you have also been a member of the board of
directors of Healthguard of Lancaster, a company wholly owned by
Blue Shield of Pennsylvania. You presently serve as vice president
of the Healthguard board, and you are also active on several
committees, which include the Medical Advisory Committee composed
primarily of physicians. Healthguard does not serve any Medical
Assistance clients. Although you own no stock and have no
financial interest in Healthguard, you are paid a small per - meeting
fee designed to reimburse your expenses associated with attending
board or committee meetings. In your work at DPW, you have no
involvement in recommending health insurance coverage for any
employees or clients. You would like to continue your involvement
with Healthguard because of your belief that long -time government
workers should keep active in private profit - making organizations
to experience regulation by bureaucrats. You state that you do not
think there is any conflict of interest for you. You seek advice
Heller, Sherri Z., 95 -571
May 24, 1995
Page 2
from the Commission under the Ethics Law regarding the above
outlined activity.
Discussion: As a Deputy Secretary for Income Maintenance at DPW,
you are a public employee as that term is defined under the Ethics
Law, and hence you are 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.
"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.
Heller, Sherri Z., 95 -571
May 24, 1995
Page 3
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.
In applying the above provisions of the Ethics Law to the
instant matter, it is noted that Section 3(a) of the Ethics Law
does not prohibit public officials /employees from outside business
activities or employment; however, the public official /employee may
not use the authority of office for the advancement of his own
private pecuniary benefit or that of a business with which he is
associated. Pancoe, Opinion 89 -011. A public official /employee
must exercise caution so that his private business activities do
not conflict with his public duties. Crisci, Opinion 89 -013.
Thus, a public official /employee could not perform private business
using governmental facilities or personnel. In particular, the
governmental telephones, postage, staff, equipment, research
materials, personnel or any other property could not be used as a
means, in whole or part, to carry out private business activities.
In addition, the public official /employee could not during
government working hours, solicit or promote such business
activity. Pancoe, supra. Similarly, Section 3(a) would expressly
prohibit the use of confidential information received by holding
public office/ employment for such a prohibited private pecuniary
benefit.
In the event that your private employer or business has a
matter pending before your governmental body or if you as part of
such official duties must participate, review or pass upon that
matter, a conflict would exist. Miller, Opinion 89 -024. In those
instances, it will be necessary that you be removed from that
process.
In your case, Healthguard is a business with which you are
associated since you are vice president of the board. Thus, you as
Deputy Secretary would have a conflict as to matters involving
Healthguard before DPW as well as any matters which may have an
impact upon Healthguard. For example, you could not participate or
have input in regulations that would impact upon the health
insurance industry if such regulations would affect Healthguard as
one of the regulated health insurance companies.
In such cases as noted above, Section 3(j) of the Ethics Law
would require not only that you abstain from participation but also
file a written memorandum to that effect with the person recording
Heller, Sherri Z., 95 -571
May 24, 1995
Page 4
the minutes or your supervisor.
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
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.
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.
Conclusion: As a Deputy Secretary for Income Maintenance at DPW,
you are a public employee subject to the provisions of the Ethics
Law. Section 3(a) of the Ethics Law would not preclude you from
outside employment /business activity subject to the restrictions
and qualifications as noted above. In the event that the
business /industry has matters pending before your governmental
body, then you could not participate in that matter and the
disclosure requirements of Section 3(j) of the Ethics Law as
outlined above must be satisfied. 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
Helier, Sherri Z., 95 -571
May 24, 1995
Page 5
Commission.
Any such appeal must be in writing and must be actually
received at the Commission within thirty (30) 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, United States
mail, delivery service, or by FAX (717- 787 - 0806).
Failure to file such an appeal at the Commission within thirty
(30) days may result in the dismissal of the appeal.
'ncerely,
J
Vincent Dopko
Chief Counsel