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HomeMy WebLinkAbout98-540 ShulerJudith A. Shuler, Township Manager London Grove Township 550 E. Baltimore Pike, Ste. 200 West Grove, PA 19390 STATE ETHICS COMMISSION 309 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 17108 -1470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL April 6, 1998 98 -540 Re: Conflict, Public Official /Employee, Township, Manager, Subdivision Officer, Planning Commission Secretary, Zoning Hearing Board Clerk, Zoning and Code Enforcement Officer, Golf Course, Son, Immediate Family, Employment, Business with which Associated. Dear Ms. Shuler: This responds to your letter of March 4, 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 township manager, who also serves as the subdivision officer, planning commission secretary, zoning hearing board clerk and zoning and code enforcement officer, whose son has been offered employment at a new golf course which is under her purview as zoning and code enforcement officer and subdivision officer. Facts: You have served as the Township Manager for London Grove Township (Township), where your husband has served as supervisor, since February of 1997. Prior to that time you had worked part -time as Township Subdivision Officer beginning in 1990, and additionally as Zoning /Code Enforcement Officer beginning in 1992, which became a full -time position. The positions you currently hold as Manager are Subdivision Officer, Secretary of the Planning Commission, Clerk to the Zoning Hearing Board, and Zoning and Code Enforcement Officer. You state that your son, a college freshman, has applied to and been offered employment at a new golf course in the Township. He has pursued this employment on his own in the hope of helping him determine if he wants to pursue a Golf Course Management curriculum at college. You also state that this golf course project, which is almost complete, is under your purview as Zoning /Code Enforcement Officer and Subdivision Officer. The golf course encompasses a Township -owned WWTP and the residential portion, 500 units, has yet to receive approval for construction. Your husband has voted and will vote on waiver requests and residential unit phases when such matters come before the Township Board. Shuler, 98 -540 April 6, 1998 Page 2 You ask for an advice of the State Ethics Commission as to whether your son's employment by the new golf course in the Township would present a conflict of interest to you, as Township Manager, or your husband under the Ethics Law. Discussion: It is initially noted that pursuant to Sections 7(10) and 7(1 1) 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. Second, this advisory will only address your conduct because your husband, although given the opportunity to join in your request, has not done so. As Township Manager for London Grove Township, you are a public employee 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. "Immediate family." A parent, spouse, child, brother or sister. "Business." Any corporation, partnership, sole proprietorship, firm, enterprise, franchise, association, organization, self - employed individual, holding company, joint stock company, receivership, trust or any legal entity organized for profit. Shuler, 98 -540 April 6, 1998 Page 3 "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. 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, 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 applying the above provisions of the Ethics Law to your inquiry, you are advised that Section 3(a) of the Ethics Law does not prohibit public officials /public employees or immediate family members from having outside business activities or employment; however, the public official /public employee may not use the authority of his public position — or confidential information obtained by being in that position — for the advancement of his own private pecuniary benefit or that of an immediate family member or that of a business with which he or an immediate family member is associated. Pancoe, Opinion 89 -01 1. Examples of conduct that would be prohibited under Section 3(a) would include: (1) the pursuit of a private business opportunity Shuler, 98 -540 April 6, 1998 Page 4 while acting in a public capacity, Metrick, Order No. 1037; (2) the use of governmental facilities, such as governmental telephones, postage, staff, equipment, research materials, or other property, or the use of governmental personnel, to conduct private business activities, Freind, Order No. 800; Pancoe, supra; and (3) the participation in an official capacity as to matters involving the business with which the public official /public employee is associated in his private capacity, such as the review /selection of its bids or proposals, Gorman, Order No. 1041. If the private employer or business with which the public official /public employee or his immediate family member is associated would have a matter pending before the governmental body, the public official /public employee would have a conflict of interest as to such matter. (Miller, Opinion No. 89 -024. In each instance of a conflict of interest, the public official /public employee would be required to abstain from participation and to satisfy the disclosure requirements of Section 3(j). As to your case, the Ethics Law imposes no prohibition as to your son in his employment with the golf course. You as a public employee may not use your position as a means in advancing your son's employment. Once again, it is not suggested that you would engage in such conduct and this Advice is offered to provide a complete response to your inquiry. You would have a conflict of interest as to matters involving the golf course since your son is a member of your immediate family as that term is defined under the Ethics Law. Further, since the golf course has employed your son, the golf course is a business with which a member of your immediate family is associated. Therefore, as a township manager or in any of your enumerated positions, you would have a conflict as to matters involving the golf course that come before the Township governmental bodies wherein you serve. In such instances, you can not participate in these matters involving the golf course and must observe the disclosure requirements as set forth in Section 3(j) of the Ethics Law noted 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 codes. Conclusion: As Township Manager for London Grove Township, you are a public employee subject to the provisions of the Ethics Law. As Township Manager, Subdivision Officer, Planning Commission Secretary, Zoning Hearing Board Clerk and Zoning and Code Enforcement Officer, you have a conflict as to matters involving a golf course which is a business with which a member of your immediate family is associated. You cannot participate in matters involving the golf course, must abstain and must comply with the disclosure requirements of Section 3(j) of the Ethics Law. 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. Shuler, 98 -540 April 6, 1998 Page 5 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. erely, scent J. I`• pko Chief Counsel