HomeMy WebLinkAbout98-532 BehringerMichael P. Behringer
36 Treasure Lake
DuBois, PA 15801
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
March 19, 1998
98 -532
Re: Conflict, Public Official /Employee, Township Supervisor, Business with which
Associated, Treasure Lake Property Owners Association, TLPOA.
Dear Mr. Behringer:
This responds to your letter of February 15, 1998 by which you requested
advice from the State Ethics Commission.
Issue: Whether and to what extent the Public Official and Employe Ethics Law
presents any prohibition or restrictions upon a township supervisor in matters involving
a property owners association, where the township supervisor is employed by that
property owners association as a patrolman with its security police department.
Facts: You are an elected Supervisor for Sandy Township, in Clearfield County.
You are also employed full -time by the Treasure Lake Property Owners Association
(TLPOA).
The TLPOA is a non - profit organization that represents the property owners of
a private planned residential development (PRD) in Sandy Township. The TLPOA is
responsible for the management of the PRD and its amenities, which include several
restaurants and bars, two major golf courses, a marina, and a campground. The
TLPOA has its own Road Department and an extensive administrative office. The
TLPOA has a large employee pool with several departments. You are employed by the
TLPOA as a patrolman with the security police department. Your responsibilities are
to enforce TLPOA and state laws on over 100 miles of roadway.
About 46% of the residents of Sandy Township live in the said PRD, and the
Township Board of Supervisors spends a significant amount of time on TLPOA - related
items. Additionally, the TLPOA purchases road salt and other items from Sandy
Township. You state that the Manager of Sandy Township feels that, because you are
employed by the TLPOA, you have a conflict of interest and should not vote on any
issues relating to the TLPOA "from road salt to subdivision changes." You disagree.
You believe that you would only have a conflict of interest in matters affecting the
security department of the TLPOA. You contend that any other TLPOA matters would
benefit the community as a whole and not you.
Behringer, 98 -532
March 19, 1998
Page 2
You ask for an advisory from the State Ethics Commission on the issue of your
voting, as a Sandy Township Supervisor, on matters regarding the TLPOA.
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.
As a Township Supervisor for the Township of Sandy, Clearfield County, 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.
"Business." Any corporation, partnership, sole
proprietorship, firm, enterprise, franchise, association,
organization, self - employed individual, holding company,
Behringer, 98 -532
March 19, 1998
Page 3
joint stock company, receivership, trust or any legal entity
organized for profit.
"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.
"Contract." An agreement or arrangement for the
acquisition, use or disposal by the Commonwealth or a
political subdivision of consulting or other services or of
supplies, materials, equipment, land or other personal or real
property. "Contract" shall not mean an agreement or
arrangement between the State or political subdivision as
one party and a public official or public employee as the
other party, concerning his expense, reimbursement, salary,
wage, retirement or other benefit, tenure or other matters
in consideration of his current public employment with the
Commonwealth or a political subdivision.
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 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.
Section 3(f) does not operate to make contracting with the governmental body
permissible where it is otherwise prohibited. Rather, where a public official /public
Behringer, 98 -532
March 19, 1998
Page 4
employee, his spouse or child, or a business with which he, his spouse or child is
associated, is otherwise appropriately contracting with the 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, Section 3(f) requires that an
"open and public process" be observed as to the contract with the governmental body.
Pursuant to Section 3(f), an "open and public process" includes:
(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 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.
Behringer, 98 -532
March 19, 1998
Page 5
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. Given that you are employed by the TLPOA, the TLPOA itself — and not
merely its security police department — is a business with which you are associated.
The fact that the TLPOA is a non - profit organization would not alter the above
conclusion that the TLPOA is a business with which you are associated. First, the
definition of the term "business" as set forth in the Ethics Law is very broad. Novak,
Opinion No. 91 -009. The TLPOA would be within that definition either as an
"association" or "organization." Second, the fact that the TLPOA is a non - profit
organization would not disqualify it as a "business." The word "or" toward the end of
the definition of "business" is disjunctive, and the repeated use of the word "any"
precludes any interpretation that the final phrase "legal entity organized for profit"
modifies the preceding forms of entities in the list. See, Soltis - Sparano, Order No.
1045 at 31 (Citing, Confidential Opinion, No. 89 -007; McConahy, Opinion No. 96-
006). Since the TLPOA is a "business" as that term is defined in the Ethics Law, it is
clearly a business with which you are associated in your capacity as its employee.
Thus, you would, in your capacity as a Township Supervisor, have a conflict of
interest in any matter that would result in a private pecuniary benefit to your employer,
the TLPOA. This would be true regardless of whether the matter in question would
relate to the security department specifically. Thus, for example, you would have a
conflict of interest in matters involving the TLPOA's purchase of road salt from the
Township, as well as subdivision changes.
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.
As for Section 3(f) of the Ethics Law, it would appear from the facts which you
have submitted, that a business with which you are associated — the TLPOA — is
entering into contracts with the governmental body with which you are associated —
Sandy Township — by which Sandy Township disposes of certain supplies. You are
advised that to the extent such contracts would be valued at $500 or more, the
restrictions of Section 3(f) set forth above would have to be observed.
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 Second -Class Township Code.
Behringer, 98 -532
March 19, 1998
Page 6
Conclusion: As a Township Supervisor for the Township of Sandy, Clearfield
County, you are a public official subject to the provisions of the Ethics Law. Given that
you are employed by the TLPOA, the TLPOA itself — and not merely its security police
department — is a business with which you are associated. You would, in your
capacity as a Township Supervisor, have a conflict of interest in any matter that would
result in a private pecuniary benefit to your employer, the TLPOA, regardless of
whether the matter in question would relate to the security department specifically.
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. The restrictions of Section 3(f) must be observed as to the TLPOA's contracts
with Sandy Township where such contracts are valued at $500 or more. 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). 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.
Syrcerely,
Vincent J. Dopko
Chief Counsel