HomeMy WebLinkAbout99-590 WilliamsSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
(717) 783 -1610
1- 800 - 932 -0936
ADVICE OF COUNSEL
August 16, 1999
The Honorable Constance H. Williams
State Representative
149th Legislative District
601 South Henderson Road, Suite 201
King of Prussia, PA 19406
FAX: (717) 787 - 0806 • Web Site: www.ethics.state.pa.us • e - mail: ethics@state.pa.us
99 -590
Re: Conflict; Public Official /Employee; State Representative; Procurement Conference;
Environmental Regulation Seminar; Sponsor; Donations; Gift; Money; FIS.
Dear Representative Williams:
This responds to your letter of July 15, 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 ara, presents any prohibition or restrictions upon a State Representative as
to the receipt of money or donations for the sponsorship of a procurement conference
and an environmental regulation seminar.
Facts: You request a ruling on two events you have planned for September.
The first is a procurement conference to assist small businesses with the
information necessary to do business with the Commonwealth. The event will take
place in your district at Harcum College, which is a sponsor of the conference donating
the space. Temple and Wharton Small Business Development Centers are sponsoring
the day by providing speakers and mailing invitations to their clients. The cost of the
conference will be $15 per person. "The Temple SBDC" will collect the fees, which will
be used to cover mailing costs. You have contacted Bryn Mawr Trust for a $500
contribution to the conference. There is no intention to make money on this event, only
to cover costs associated with the day. All sponsors will be acknowledged by signs
prominently displayed at the event, which will take place on September 17, 1999 from
8:00 a.m. to 12:00 p.m.
The second event is a free seminar designed to help small businesses stay current
with state environmental regulations. You are planning this event with the Riverbend
Environmental Education Center and the Pennsylvania Small Business Development
Center. It will take place on September 24, 1999 from 8:00 a.m. to 10:30 a.m in your
district at a local business which is donating the use of two large conference rooms. No
cash donations are being requested.
You seek an advisory as to the above activities.
Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the
Ethics Act, 65 Pa.C.S. §§1107(10), (1 1), advisories are issued to the requestor based
Williams, 99 -590
August 16, 1999
Page 2
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.
As State Representative, you are a public official as that term is defined in the
Ethics Act, and hence you are subject to the provisions of that Act. You are required
to file Financial Interest Statements (FIS's) as per Section 1 104 of the Ethics Act, 65
Pa.C.S. 1104.
Section 1104. Statement of financial interests required to be filed.
(a) Public official or public employee. - -Each public
official of the Commonwealth shall file a statement of
financial interests for the preceding calendar year with the
commission no later than May 1 of each year that he holds
such a position and of the year after he leaves such a
position. Each public employee and public official of the
Commonwealth shall file a statement of financial interests for
the preceding calendar year with the department, agency,
body or bureau in which he is employed or to which he is
appointed or elected no later than May 1 of each year that he
holds such a position and of the year after he leaves such a
position. Any other public employee or public official shall file
a statement of financial interests with the governing authority
of the political subdivision by which he is employed or within
which he is appointed or elected no later than May 1 of each
year that he holds such a position and of the year after he
leaves such a position. Persons who are full -time or part-time
solicitors for political subdivisions are required to file under
this section.
65 Pa.C.S. §1104(a).
The financial interests that need to be disclosed are set forth in Section 1105 of
the Ethics Act.
Section 1105. Statement of financial interests
(b) The statement shall include the following information for the prior calendar
year with regard to the person required to file the statement.
(6) The name and address of the source and the amount of any gift or gifts
valued in the aggregate of $250 or more and the circumstances of each gift. This
paragraph shall not apply to a gift or gifts received from a spouse, parent, parent by
marriage, sibling, child, grandchild, other family member or friend when the
circumstances make it clear that the motivation for the action was a personal or family
relationship. However, for the purposes of this subsection, the term "friend" shall not
include a registered lobbyist or an employee of a registered lobbyist. This paragraph
shall not be applied retroactively.
If you were to accept the gift and donations for a procurement conference and an
environmental regulation seminar, such would constitute gift(s) under the Ethics Act.
There is no per se prohibition under the Ethics Act 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
Williams, 99 -590
August 16, 1999
Page 3
Section 1105(b)(6) of the Ethics Act. 65 Pa.C.S. §1105(b)(6) (Note: Pursuant to Section
5(d) of the Ethics Act, 65 P.S. §405(d)165 Pa.C.S. §1105(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.
Therefore, although the receipt of gifts for a procurement conference and an
environmental regulation seminar would not be prohibited by the Ethics Act, it would be
necessary to list all gifts, as set forth above, which are $250 or more in the aggregate
on your FIS.
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 Legislative Code of Conduct.
Conclusion: As State Representative for 149th Legislative District, you are a public
official subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics
Act "), 65 Pa.C.S. §1101 et Seq. Although the receipt of gifts for a procurement
conference and an environmental regulation seminar would not be prohibited by the
Ethics Act, it would be necessary to list all gifts, with the details as stated above, which
are $250 or more in the aggregate on your FIS. Lastly, the propriety of the proposed
conduct has only been addressed under the Ethics Act.
Pursuant to Section 1107(11), an 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, 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.
Srerely,
ki,v\
Vincent J. - Dopko
Chief Counsel