HomeMy WebLinkAbout95-579 KopfSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
July 5, 1995
Robert Y. Kopf, Jr., Esquire
Buchanan Ingersoll
600 Grant Street, 50th Floor
Pittsburgh, PA 15219 -2887
Re:
95 -579
Conflict, Public Official /Employee, Historic and Architectural
Review Board, Advisory Body.
Dear Mr. Kopf:
This responds to your letters of May 23, 1995 and June 12,
1995 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 the members of a
historic and architectural review board which acts in an advisory
capacity to borough council by making recommendations as to
applications for certificates of appropriateness filed with that
board.
Facts: As Solicitor for the Borough of Edgeworth and with the
authorization from a majority of Council, you seek an advisory
opinion. The Borough of Edgeworth is currently considering the
enactment of a historic preservation ordinance. One particular
facet of this draft ordinance provides for the creation of an
Historic and Architectural Review Board (Review Board). Under the
ordinance, the Review Board would serve in an advisory capacity to
Borough Council by recommending changes in the ordinance to
Council. More importantly, the Review Board would review
applications for Certificates of Appropriateness for compliance
with the terms of the ordinance. After such review, the Review
Board would make a recommendation to Council on what action should
be taken on any application.
The Review Board will serve in an advisory capacity only,
having no adjudicatory powers in that it would not make the final
decision on any matter. However, Borough Council will probably not
take the Review Board's recommendations lightly.
The ordinance as presently drafted allows Review Board members
Kopf, Jr., Robert Y., Esquire, 95-579
July 5, 1995
Page 2
to contract their services to an applicant for a Certificate of
Appropriateness. On such applications, the member would be
disqualified from participation as a Review Board member. A
specific example would be a Review Board member, who as an
architect would be hired by a resident to design an addition to a
home, obtain all needed local approvals and then appear before the
Review Board and Council in support of an application.
The question is whether these actions would be considered to
be a violation of the Ethics Act, and more particularly, 65 P.S.
§403 (a) relating to conflict of interest and §403 (g) relating to no
representation before a governmental body for a period of one year
after leaving such body. More specifically, you question whether
the Review Board is a "governmental body" as defined under the
Ethics Act. You assert that the foregoing would depend on whether
the Review Board is an "agency performing a governmental function."
While it appears to you that a body with advisory responsibilities
is not truly performing a governmental function, the question is
not clear.
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
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.
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
Kopf, Jr., Robert Y., Esquire, 95 -579
July 5, 1995
Page 3
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.
It is necessary to analyze the duties, functions and
responsibilities of the Review Board in order to determine whether
the members are covered under the definition of public official and
the Regulations of the Commission. Philips v. State Ethics
Commission, 79 Pa. Commw. 491, 470 A. 2d 659 (1984).
The powers or duties of Historic and Architectural Review
Board are set forth in proposed ordinance. The Board would serve
in an advisory capacity to borough council to recommend changes in
the ordinance of council; review applications for certificates of
appropriateness for compliance with terms of ordinance; and, after
review, make recommendations to borough council as to what action
to take on applications. The Review Board serves only in an
advisory capacity and has no adjudicatory powers in that it does
not make final decisions on any matter although borough council
would probably not take the Review Board's recommendations lightly.
The question to be answered is whether the duties of the Board
are encompassed within the term "public official" as defined in the
Ethics Law and Regulations of the Commission.
Section 2. Definitions
"Public Official." Any person elected by
the public or elected or appointed by a
governmental body, or an appointed official in
the Executive, Legislative or Judicial Branch
of the State or any political subdivision
thereof, provided that it shall not include
members of advisory boards that have no
authority to expend public funds other than
reimbursement for personal expense, or to
otherwise exercise the power of the State or
any political subdivision thereof.
Kopf, Jr., Robert Y., Esquire, 95 -579
July 5, 1995
Page 4
65 P.S. §402.
The regulations of the State Ethics Commission similarly
define the term "public official" as above with the additional
following criteria:
(i) The following criteria will be used
to determine if the exception in this
paragraph is applicable:
(A) The body will be deemed to have the
power to expend public funds if the body may
commit funds or may otherwise make payment of
monies, enter into contracts, invest funds
held in reserves, make loans or grants, borrow
money, issue bonds, employ staff, purchase,
lease, acquire or sell real or personal
property without the consent or approval of
the governing body and the effect of the power
to expend public funds has a greater than de
minimis economic impact on the interest of a
person.
(B) The body will be deemed to have the
authority to otherwise exercise the power of
the Commonwealth or a political subdivision if
one of the following exists:
(I) The body makes binding decisions or
orders adjudicating substantive issues which
are appealable to a body or person other than
the governing authority.
(II) The body exercises a basic power of
government and performs essential governmental
functions.
(III) The governing authority is bound by
statute or ordinance to accept and enforce the
rulings of the body.
(IV) The body may compel the governing
authority to act in accordance with the body's
decisions or restrain the governing authority
from acting contrary to the body's decisions.
(V) The body makes independent decisions
which are effective without approval of the
governing authority.
(VI) The body may adopt, amend and repeal
resolutions, rules, regulations or ordinances.
Kopf, Jr., Robert Y., Esquire, 95 -579
July 5, 1995
Page 5
51 Pa. Code §11.1.
(VII) The body has the power of eminent
domain or condemnation.
(VIII) The enabling legislation of the
body indicates that the body is established
for exercising public powers of the
Commonwealth or a political subdivision.
(ii) The term does not include judges
and inspectors of elections, notary publics
and political party officers.
(iii) The term generally includes
persons in the following offices:
(A) Incumbents of offices filled by
nomination of the Governor and confirmation of
the Senate.
(B) Heads of executive, legislative and
independent agencies, boards and commissions.
(C) Members of agencies, boards and
commissions appointed by the General Assembly
or its officers.
(D) Persons appointed to positions
designated as officers by the Commonwealth or
its political subdivisions.
(E) Members of municipal, industrial
development, housing, parking and similar
authorities.
(F) Members of zoning hearing boards and
similar quasi- judicial bodies.
(G) Members of the public bodies meeting
the criteria in paragraph (i)(A).
Based upon the definition of "public official" and in light of
the limited functions in such position, we conclude that the Review
Board members are not to be considered "public officials" as that
term is defined in the State Ethics Law.
Thus, because the Review Board does not fall within the
classification of the term "public official," the Board members
would not be subject to Section 3(a) of the Ethics Law. However,
the above is expressly conditioned upon the factual representation
that the Review Board acts in purely an advisory capacity.
Kopf, Jr., Robert Y., Esquire, 95 -579
July 5, 1995
Page 6
Sections 3(b) and 3(c) of the Ethics Law are applicable to
everyone.
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.
Conclusion: The members of the Historic and Architectural Review
Board are not to be considered a public officials as defined in the
State Ethics Law. Accordingly, the members would not be subject to
the prohibitions or restrictions of Section 3(a) of Act 9 of 1989.
However, Sections 3(b) and (c) of the Ethics Law are applicable to
everyone. 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 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 transmission (717- 787 - 0806).
Failure to file such an appeal at the Commission within thirty
(30) days may result in the dismissal of the appeal.
Si cerely,
Vincent +. Dopko
Chief Counsel