HomeMy WebLinkAbout99-595 GreenJoseph P. Green, Jr.
707 Dean Court
West Chester, PA 19382
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
(717) 783 -1610
1- 800 - 932 -0936
ADVICE OF COUNSEL
August 26, 1999
FAX: (717) 787 - 0806 • Web Site: www.ethics.state.pa.us • e - mail: ethics @state.pa.us
99 -595
Re: Conflict; Public Official /Employee; School Director; Attorney; Client; Vote; Past
Conduct; Recall.
Dear Mr. Green:
This responds to your letter of July 29, 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 et aeg., presents any prohibition or restrictions upon a School Director
with regard to recalling, and possibly voting to vacate, a prior vote in which he
participated and as to which some have claimed he had a conflict of interest.
Facts: As a School Director for the West Chester Area School District, you seek an
advisory from the State Ethics Commission.
In your private capacity, you are an attorney. Prior to becoming a Member of
the School Board, you had discussions with another individual who is a Board Member
and friend, relative to a criminal investigation which resulted in charges against a
District employee.
You state that the Board Member discussed the case with you as a friend,
without payment of any legal fees and without the execution of any agreement for
representation. You told him that you did not think he needed representation, but that
if he did, you would represent him without charge, as a friend. You consulted with the
Board Member about what was likely to happen, and you consulted with the
prosecutor about whether the Board Member would be called as a witness, which he
was not. You state that you never had to do anything to represent the Board Member
and you never charged him. It is your view that no business relationship developed
between you and the other Board Member.
The Board Member retained other counsel to represent him relative to the
criminal investigation.
Subsequently, in late June, 1999, you were appointed to the School Board.
During your service on the Board, a question arose as to whether the Board should pay
Green, 99 -595
August 26, 1999
Page 2
the bill for the legal fees that had been incurred by the other Board Member during the
investigation. The bill was in excess of Ten thousand dollars ($10,000.00).
The Board Member submitted the bill to the Board. He abstained, leaving eight
votes available. Three Members voted not to approve the payment and four voted to
approve it. You state that your vote provided the necessary fifth vote for approval.
You state that you knew that if you did not vote, it was likely that litigation would be
required to resolve the matter. Your political opponents and a local newspaper have
taken the position that you voted in a case where you had a "clear conflict of
interest."
You state your view that you did not have a conflict, as that term is defined in
the Ethics Act, because the vote did not result in a pecuniary benefit to yourself, any
member of your family, or business with which you are associated as those terms are
defined by Section 1 102 of the Ethics Act. You state that this case is different from
Kannebecker, Opinion No. 92 -010, because you did not have any business relationship
with the other Board Member. You state your view that absent a conflict, you had a
duty to vote one way or the other on the motion.
Nevertheless, you request an advisory from this Commission as to whether you
had a conflict of interest in voting to pay the bill, which conflict would have required
you to abstain. You state that if you did have a conflict and should have abstained
from the vote, you could take action on or before August 23, 1999 to recall the
question and vacate the prior decision.
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 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.
It is further initially noted that, pursuant to the same aforesaid Sections
of the Ethics Act, 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 Act
violations by a person who is subject to the Ethics Act. To the extent you have
inquired as to conduct which has already occurred, such past conduct may not be
addressed in the context of an advisory opinion. However, to the extent you have
inquired as to future conduct, your inquiry may, and shall be addressed.
As a School Director for West Chester Area School District, 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.
Section 1 103(a) of the Ethics Act provides:
Section 1103. Restricted activities.
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August 26, 1999
Page 3
(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.
65 Pa.C.S. §1102.
"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
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 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.
Section 1103(j) of the Ethics Act provides as follows:
Section 1103. 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
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August 26, 1999
Page 4
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.
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 applying the above provisions of the Ethics Act to your inquiry, it is reiterated -
-so that there will be no misunderstanding - -that the propriety of your past conduct in
voting to approve the bill for the other Board Member's legal fees may not be
addressed in this advisory. As for the only prospective conduct which has been
submitted for review, that is, the possible recalling or vacating of the prior vote to pay
the legal fees of the other Board Member, it is clear that such actions would not
themselves present a conflict of interest for you. 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. Recalling the prior vote or vacating it would clearly not
result in a prohibited private pecuniary benefit, and therefore your participation as to
a recall or vacation of the prior vote would not constitute a conflict of interest under
the Ethics Act.
It is parenthetically noted that where a conflict exists, remedial measures to
recall /vacate official action, while not to be discouraged, do not "undo" the prior
conduct for purposes of review under the Ethics Act.
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 Public School Code of 1949 or the Rules of Professional Conduct.
Conclusion: As a School Director for the West Chester Area School 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 sea. The propriety of your past conduct in
voting to approve a bill for legal fees incurred by another Board Member may not be
addressed in an advisory. As for your prospective conduct submitted for review, you
would not have a conflict of interest under Section 1103(a) of the Ethics Act in the
particular matters of recalling or vacating a prior vote to pay the legal fees of another
Board Member because factually, such actions would clearly not result in a prohibited
private pecuniary benefit. Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Act.
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August 26, 1999
Page 5
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
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
forma/ 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.
cerely,
Vincent J. "Dopko
Chief Counsel