HomeMy WebLinkAbout98-555 SchorppEdward L. Schorpp, Esquire
127 W. High St.
Carlisle, PA 17013
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
May 11, 1998
Re: Conflict, Public Official /Employee, Citizen Meetings, Donations from Businesses,
Gift Certificates, Random Selection of Citizen as Recipient.
Dear Mr. Schorpp:
This responds to your letters of April 3 and April 9, 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 newly - elected official of a municipal governing body
with regard to randomly soliciting gift certificates from members of the local business
community to be given on a random basis to citizens who attend monthly meetings
held by the elected official.
Facts: As Solicitor for a municipal governing body, you seek an advisory from
the State Ethics Commission on behalf of a newly - elected official.
The aforementioned official has been holding monthly meetings for citizens in
'an effort to encourage the general public to take a greater interest in local government.
At the meetings, the official hears any concerns, ideas or comments that the citizens
may have. No other elected officials attend these meetings. Prior to each monthly
meeting, the official randomly solicits gift certificates, which are blank as to a
recipient, from members of the local business community. At each monthly meeting,
the official randomly selects an attending citizen to receive one of the certificates and
completes it with that individual's name.
You state that the official has not, to date, solicited a gift certificate from any
member of the business community currently having business dealings or other
matters with the governing body of which the official is a member. However, you note
that it is always possible that a gift certificate donor may, at some future date, have
matters pending before the governing body. Finally, you note that the public official
promises nothing to the donor(s) in return for the gift certificate(s).
You ask for an advisory as to the propriety of the above within the parameters
of the Ethics Law.
98 -555
Schoroo, 98 -555
May 11, 1998
Page 2
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.
It is further initially noted that pursuant to Sections 7(10) and (1 1) of the Ethics
Law, an opinion /advice may be given only as to prospective (future) conduct. If the
activity in question has already occurred, the Commission may not issue an
opinion /advice but any person may then submit a signed and sworn complaint which
will be investigated by the Commission if there are allegations of Ethics Law violations
by a person who is subject to the Ethics Law.
An elected official who serves on a municipal governing body is a "public
official" subject to the provisions of the Public Official and Employe Ethics Law
( "Ethics 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.
SchorAp, 98 -555
May 11, 1998
Page 3
"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.
"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 supe7isor.
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
Schorpo, 98 -555
May 11, 1998
Page 4
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. A financial impact upon a business client may also form the basis for a
conflict of interest. See, Miller, Opinion No. 89 -024; Kannebecker, Opinion No. 92-
010. A reasonable and legitimate expectation that a business relationship will form
may also support a finding of a conflict of interest. Amato, Opinion No. 89 -002;
Garner, Opinion No. 93 -004; Snyder, Order No. 979 -2, affirmed, Snyder v. SEC, 686
A. 2d 843 (Pa. Commw. Ct. 1996), allocatur den., No. 0029 M.D. Allocatur Docket
1997 (Pa. December 22, 1997).
Based upon the facts which you have submitted, the public official on whose
behalf you have inquired would be permitted, within the parameters of the Ethics Law,
to randomly solicit local businesses for donations of gift certificates for random
distribution to citizens who attend citizen meetings with the public official, subject to
the following conditions:
1) The public official would merely serve as a conduit for the distribution of
the donated gift certificates to the citizens attending such meetings;
2) There would be no improper understandings which would transgress
Sections 3(b) and /or 3(c); and
3) The following would be ineligible and would in fact not receive any such
gift certificate(s): the public official himself, any member of his immediate
family, any business with which he or a member of his immediate family
is associated, and /or any client of such a business.
Subject to the above conditions, the Ethics Law would not preclude the
proposed activity by the public official on whose behalf you have inquired.
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: An elected official who serves on a municipal governing body is a
"public official" subject to the provisions of the Public Official and Employe Ethics Law
( "Ethics Law "). The public official on whose behalf you have inquired would be
permitted, within the parameters of the Ethics Law, to randomly solicit local
businesses for donations of gift certificates for random distribution to citizens who
attend citizen meetings with the public official, subject to the following conditions:
1) the public official would merely serve as a conduit for the distribution of the
donated gift certificates to the citizens attending such meetings; 2) there would be no
improper understandings which would transgress Sections 3(b) and /or 3(c); and 3) the
following would be ineligible and would in fact not receive any such gift certificate(s):
the public official himself, any member of his immediate family, any business with
which he or a member of his immediate family is associated, and /or any client of such
ScherDe, 98 -555
May 11, 1998
Page 5
a business. 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.
S' rely,
Vincent J. Dop o
Chief Counsel