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HomeMy WebLinkAbout99-546 DingmanWilliam K. Dingman, P.E. EDM Consultants, Inc. 1 101 South Broad Street, Suite 200 P.O. Box 1545 Lansdale, PA 19446 STATE ETHICS COMMISSION 309 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 17108 -1470 (717) 783 -1610 1- 800 - 932 -0936 ADVICE OF COUNSEL May 10, 1999 99 -546 Re: Conflict; Public Official /Employee; Township Engineer; Former Authority Engineer; Review of Subdivision and Land Development Plans. Dear Mr. Dingman: This responds to your letter of March 30, 1999 by which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. §1101 seq., presents any prohibition or restrictions upon a Township Engineer as to the review of subdivision and land development plans submitted to the Township, where the Township Engineer previously served as Engineer for the local Municipal Authority when project financial notes were issued for the design and construction of the sanitary sewer system for the Authority. Facts: As Township Engineer for Washington Township (Township) in Berks County, Pennsylvania, you seek an advisory from the State Ethics Commission. You have submitted the following facts relative to your inquiry. You are the President of EDM Consultants, Inc. (EDM). EDM is the engineering consulting firm that serves as the appointed Township Engineer for the Township. You are the primary representative from EDM serving as Township Engineer. EDM provides standard Township Engineering services to the Township, such as design services, subdivision and land development plan reviews, and ordinance reviews. EDM has served as the Township Engineer for approximately 10 years. EDM previously served as the Engineer for the Washington Township Municipal Authority (Authority), from ; 1993 to 1997. In 1995, ,EDM prepared an Engineer's Report for the Authority which the Authority used together with other informatiorx to secure financing for the Authority's sanitary sewer system. The Engineer's Reppp�rt contains projections partially furnished by the Authority with regard to possible future. sewer connections from existing and proposed development in the Township. The Authority obtained financing for the sewer system project in 1995. A 5 year interest only note was obtained by the Authority for the financing of the sewer system project. FAX: (717) 787 -0806 • Web Site: www.ethics.state.pa.us • e -mail: ethics @state.pa.us Dingman, 99 -546 May 10, 1999 Page 2 You state that neither you nor EDM take action on behalf of the Township or Authority as to approving plans, financing, and the like. The Board of Supervisors approves or rejects subdivisions and land developments. The Authority Board members vote on project scope and project financing. However, because you /your firm performed services for the Authority which included supplying professional opinions regarding projections and estimates that the Authority used to size the sewage treatment plant and to determine what parts of the Township should be sewered, a citizen has asked whether you /your firm as Township Engineer would have a possible conflict of interest as to reviewing developer's plans for Washington Township. It has been emphasized that the Authority's financial condition is partially dependent on such developments, and that if the Municipal Authority would default on its financial obligations, you /your firm could face potential liability. Accordingly, you ask whether it would be a conflict of interest for you /your firm as Township Engineer to review subdivision and land developments in the Township where you /your firm previously served as the Authority Engineer and provided services which included the preparation of an engineer's report used by the Authority to aid the Authority in securing financing for the sanitary sewer system. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the Ethics Act, 65 Pa.C.S. §§1107(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 Pa.C.S. §§1107(10), (11). An advisory only affords a defense to the extent the requestor has truthfully disclosed all of the material facts. As Township Engineer for Washington Township, you /your firm is /are a public official /public employee subject to the provisions of the Ethics Act. Section 1 103(a) of the Ethics Act provides: Section 1103. Restricted activities. (a) Conflict of interest. - -No public official or public employee shall engage in conduct that constitutes a conflict of interest. 65 Pa.C.S. §1103(a). The following terms are defined in the Ethics Act as follows: Section 1102. 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. The term does not Dingman, 99 -546 May 10, 1999 Page 3 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, 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. 65 Pa.C.S. §1102. Section 1 103(j) of the Ethics Act provides as follows: Section 1 103. Restricted activities. (j) Voting conflict. - -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 Dingman, 99 -546 May 10, 1999 Page 4 to break the tie vote if disclosure is made as otherwise provided herein. 65 Pa.C.S. §1103(j). In each instance of a conflict, Section 1103(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 Act, 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 Act to the instant matter, pursuant to Section 1 103(a) of the Ethics Act, 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. EDM is a business with which you, as its President, are associated. As Township Engineer for Washington Township, you /your firm would be precluded from using the authority of such public position, or confidential information to which you would have access, for a private pecuniary benefit for yourself and /or EDM. The avoidance or lessening of private liability would constitute a private pecuniary benefit. See, e.g., DeLano, Opinion No. 88 -008. Based upon the facts which you have submitted, if review by you /EDM as to subdivision and land development plans submitted to the Township would impact upon the potential liability of you /your firm, then you /your firm would have a conflict of interest and would be required to abstain fully and to satisfy the disclosure requirements of Section 1103(j) as set forth above. The propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the Second Class Township Code or any applicable professional code(s) of conduct. Conclusion: As Township Engineer for Washington Township in Berks County, Pennsylvania, you /your firm, EDM Consultants, Inc. (EDM) is /are a public official /public employee subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. §1101 t seq. EDM is a business with which you, as its President, are associated. Based upon the facts which you have submitted, if review by you /EDM as to subdivision and land development plans submitted to the Township would impact upon the potential liability of you /your firm, then you /your firm would have a conflict of interest and would be required to abstain fully and to satisfy the disclosure requirements of Section 1 103(j) as set forth above. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Pursuant to Section 1 107(1 1), an Advice is a complete defense in any enforcement proceeding initiated by the Commission, and evidence of good faith Dingman, 99 -546 May 10, 1999 Page 5 conduct in any other civil or criminal proceeding, provided 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. $-merely, Vincent J. opko Chief Counsel