HomeMy WebLinkAbout98-527 LoveMark S. Love, Esquire
P.O. Box 349
Tannersville, PA 18372
Dear Mr. Love:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
March 11, 1998
98 -527
Re: Conflict, Public Official /Employee, Member; Township Zoning Hearing Board,
Gifts, Complimentary Stay, Ski Resort.
This responds to your letter of February 6, 1998 by which you requested advice
from the State Ethics Commission.
Issue: Whether the Public Official and Employe Ethics Law presents any
prohibition or restrictions upon a member of a township zoning hearing board with regard
to accepting complimentary stays at a ski resort located within the township.
Facts: You are a member of the Pocono Township Zoning Hearing Board in
Monroe County. You are not the Board's Solicitor. Periodically, Camelback Ski Resort
(Camelback), which is located in Pocono Township, offers you complimentary stays for
you and your family which could have values in excess of $ 100. You also believe that
similar offers are being made or have been made to other township officials.
You have submitted a copy of one such recent offer from Camelback, dated
February 5, 1998. It is noted that the said offer states, inter alia: "This is our way of
expressing our thanks for all the assistance Pocono and Jackson Townships provide to
Camelback."
You ask for an advisory on whether it would be proper for you to accept such
complimentary offers.
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.
Love, 98 -527
March 11, 1998
Page 2
It is further initially noted that this advisory is limited to addressing your proposed
conduct. As to all others, you would be considered a third party without legal standing.
As a Member of the Zoning Hearing Board for Pocono Township in Monroe
County, Pennsylvania, you are a public official as that term is defined in the Public
Official and Employe Ethics Law ( "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.
"Immediate family." A parent, spouse, child, brother
or sister.
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(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,
Love, 98 -527
March 11, 1998
Page 3
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 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.
In each instance of a conflict, 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 voting is permissible provided the
disclosure requirements noted above are followed. See, Mlakar, Advice 91- 523 -S.
In applying the above provisions of the Ethics Law to the circumstances which
you have submitted, 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.
If you were to accept the complimentary stay(s) at Camelback Ski Resort, such
would constitute gift(s) under the Ethics Law. There is no per se prohibition under the
Ethics Law as to the receipt of true, "no- strings- attached" gifts by a public
official /employee. See, Cooper, Opinion No. 92 -009 (Citing Wolfgang, Opinion No. 89-
028). Of course, a gift or gifts valued in the aggregate at $250 or more must be
disclosed on the Statement of Financial Interests, pursuant to Section 5(b)(6) of the
Ethics Law. 65 P.S. §405(b)(6) (Note: Pursuant to Section 5(d) of the Ethics Law, 65
P.S. §405(d), the State Ethics Commission increased the statutory reporting threshold
for "gifts" from $200 to $250 effective with the forms due to be filed in 1998.) Such
disclosure must include the name and address of the source, the amount of the gift or
gifts, and the circumstances of each gift. Gifts which do not meet the aggregate
threshold of $250 need not be disclosed.
As for the question of conflict of interest, there have been various cases before
this Commission where the Commission has found violations based upon particular facts
Love, 98 -527
March 11, 1998
Page 4
where public officials have accepted gifts from vendors or individuals and acted upon
matters which the donors had pending before the governmental body.
In Sickles, Order No. 901, the State Ethics Commission held that a school district
Food Service Director violated Section 3(a) of the Ethics Law, Act 9 of 1989, when she
used the authority of her position as Food Service Director to select and place orders
with a particular vendor who offered "premium points" — that could be used to receive
gifts — and then used the premium points for a wicker furniture set for herself rather
than for a credit to the district's account.
In Helsel, Order No. 801, the State Ethics Commission held that a School Director
violated Section 3(a) of the State Ethics Act (Act 170 of 1978) by using public office to
obtain a financial gain for himself and members of his immediate family by supporting
or voting for vendors as to school district contracts in return for gifts or gratuities. The
Commission further held that Helsel violated Section 3(b) of the Ethics Act by soliciting
or receiving gifts or gratuities of value from vendors who held school district contracts
based upon the understanding that his vote, official action or judgment would be
influenced thereby.
In Volpe, Order No. 579 -R and Smith, Order No. 578 -R, township supervisors
were found to have violated Section 3(a) of the Ethics Act by using office to obtain an
all expense paid trip to Europe for two weeks for themselves and various family
members from a developer who had matters pending before the township. Volpe and
Smith were also found to have violated Section 3(b) of the Ethics Act in that they
received the trip to Europe based upon the understanding that it would influence their
action as township supervisors relative to matters that were pending before the
township by the developer. In Montemayor, Order No. 574, one of the other township
supervisors who did not accept the trip to Europe but who did travel to New York City
with the same developer, did not violate Section 3(a) where he paid for his own share
of the travel expenses and lodging but did accept opera tickets from the developer
(valued at $13 each). However, the Commission noted that the fact that the supervisor
traveled with the developer who had been actively seeking township action on various
proposals, and the fact that he accepted opera tickets from that developer, created the
"appearance" of a conflict of interest.
In Feller, Order No. 576 -R, a township manager was found not to have violated
either Section 3(a) or Section 3(b) by accepting free chlorine for his private swimming
pool from the owner of a corporation which had contracts with the township, where
there was insufficient evidence to establish the use of public office or acceptance of
anything of value to influence his official action relative to the receipt of the chlorine. A
technical violation of Section 3(a) was found as to Feller's acceptance and use of free
tickets for sporting events from a cable television corporation which had contract with
the township. No violation was found as to the acceptance of blankets, vice grips, and
flasks from the cable company which were turned over to the Pennsylvania Association
of First Class Township Commissioners. In a related case, Zollo, Order No. 577, a
township supervisor did not violate Section 3(a) or 3(b) where he received a thirty -five
pound container of swimming pool chlorine from the township manager (Feller) who had
received it from the aforesaid owner of the chemical company, or where he accepted
three sets of free tickets from the cable corporation two years after the contract was
awarded and before any rate increase request was submitted. In that case, Zollo offered
to pay Feller for the chlorine; did not personally use the tickets but passed them on to
others; and further denied that his acceptance of said tickets or of the chlorine affected
any township decisions that he made.
Although in any given instance, the decision as to whether a conflict of interest
is presented by the receipt of a gift is determined on a case -by -case basis, the
Love, 98 -527
March 11, 1298
Page 5
circumstances which you have presented would appear to be adequate to support the
finding of a conflict of interest assuming you would use the authority of office or
confidential information in matter(s) related to the donor. Thus, although the Ethics Law
would not preclude you from accepting the aforementioned gift or gifts, you would have
a conflict of interest in matters involving the donor.
In each instance of a conflict of interest, you would be required to abstain from
participation and to satisfy the disclosure requirements of Section 3(j) as set forth above.
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 respective municipal code.
Conclusion: As a Member of the Zoning Hearing Board for Pocono Township,
Monroe County, you are a public official subject to the provisions of the Ethics Law.
Complimentary stays for you and your family at Camelback Ski Resort, a ski resort
located within Pocono Township, would constitute a gift or gifts to you which would
have to be reported on your Statement of __Financial Interests if the aggregate value
would meet or exceed $250. Although the Ethics Law would not preclude you from
accepting such gift(s), conditioned upon the assumption that there would be no
"understandings" which would transgress Sections 3(b) and /or 3(c) of the Ethics Law,
you would have a conflict of interest in matters involving Camelback Ski Resort. In each
instance of a conflict of interest, you would be required to abstain from participation and
to fully satisfy the disclosure requirements of Section 3(j) as set forth above. 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.
This letter is a public record and will be made available as such.
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 §13.2(h 1. 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 j cerely,
Vincent J. D
Chief Counsel