HomeMy WebLinkAbout955 WalshSTATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
In Re: Joseph A. Walsh File Docket: 93- 050 -C2
Date Decided: 02/23/95
Date Mailed: 03/10/95
Before: Daneen E. Reese, Chair
Roy W. Wilt
Austin M. Lee
Allan M. Rluger
John R. Showers
Rev. Joseph G. Quinn
Boyd E. Wolff
The Investigative Division of the State Ethics Commission
conducted an investigation regarding a possible violation of the
State Ethics Law, Act 9 of 1989, P.L. 26, 65 P.S. §401 et seq.
Written notice of the specific allegation(s) was served at the
commencement of the investigation. A Findings Report was issued
and served upon completion of the investigation which constituted
the Complaint by the Investigation Division. An Answer was filed
and a hearing was waived. A consent agreement was submitted by the
parties to the Commission for consideration which was subsequently
approved. This adjudication of the Commission is hereby issued
which sets forth the individual Allegations, Findings of Fact,
Discussion, Conclusions of Law and Order.
This adjudication is final and will be made available as a
public document fifteen days after issuance. However,
reconsideration may be requested which will defer public release of
this adjudication pending action on the request by the Commission.
A request for reconsideration does not affect the finality of this
adjudication. A reconsideration request must be received at this
Commission within fifteen days of issuance and must include a
detailed explanation of the reasons as to why reconsideration
should be granted in conformity with 51 Pa. Code §21.29(b).
The files in this case will remain confidential in accordance
with Act 9 of 1989, 65 P.S. §408(h). Any person who violates
confidentiality of the Ethics Law is guilty of a misdemeanor
subject to a fine of not more than $1,000 or imprisonment for not
more than one year, 65 P.S. §409(e). Confidentiality does not
preclude discussing this case with an attorney at law.
Walsh, 93- 050 -C2
Page 2
I. ALLEGATION:
That Joseph A. Walsh, Facilities Manager for the City of
Hazleton, Luzerne County, violated the following provisions of the
State Ethics Act (Act 9 of 1989) when a company with which he is
associated contracted with the City without an open and public
process and when he failed to file Statements of Financial
Interests for the years 1989, 1990, 1991 and 1992.
Section 3. Restricted Activities
(a) No public official or public
employee shall engage in conduct that
constitutes a conflict of interest. 65 P.S.
§403(a).
(f) No public official or public
employee or his spouse or child or any
business in which the person or his spouse or
child is associated shall enter into any
contract valued at $500 or more with the
governmental body with which the public
official or public employee is associated or
any subcontract valued at $500 or more with
any person who has been awarded a contract
with the governmental body with which the
public official or public employee is
associated, unless the contract has been
awarded through an open and public process,
including prior public notice and subsequent
public disclosure of all proposals considered
and contracts awarded. In such a case, the
public official or public employee shall not
have any supervisory or overall responsibility
for the implementation or administration of
the contract. Any contract or subcontract
made in violation of this subsection shall be
voidable by a court of competent jurisdiction
if the suit is commenced within 90 days of the
making of the contract or subcontract. 65
P.S. §403(f).
Section 4. Statement of .financial interests
required to be filed
(a) 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.
Walsh, 93- 050 -C2
Page 3
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 P.S. §404(a).
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. 65 P.S. §402.
II. FINDINGS:
1. A signed, sworn Complaint was received by the Investigative
Division of the State Ethics Commission on or about February
22, 1993, (Complaint No. 24) alleging that Respondent, Joseph
A. Walsh, violated the provisions of the Ethics Law.
2. Upon review of the Complaint by the Director of Investigations
of the Investigative Division of the State Ethics Commission,
a recommendation was made to the Executive Director of the
Walsh, 93- 050 -C2
Page 4
State Ethics Commission to dismiss the matter based upon an
insufficiency of information.
3. On or about May 4, 1993, additional information was received
by of letter making the same allegations as noted above.
a. Attached to said letter was various documentation in
support of the allegation.
4. At the direction of the Executive Director of the State Ethics
Commission, the Investigative Division of the State Ethics
Commission instituted an own motion preliminary inquiry into
said matter.
a. That case was docketed on July 27, 1993.
5. The preliminary inquiry was completed within sixty days.
6. Upon completion of the preliminary inquiry, the matter was
reviewed by the Executive Director of the State Ethics
Commission.
7. On September 23, 1993, a letter was forwarded to Respondent by
the Executive Director of the State Ethics Commission
informing Respondent of the fact that a Complaint against him
was received by the Investigative Division of the State Ethics
Commission and that a full investigation was being commenced.
a. Said letter was sent certified mail, return receipt
requested.
b. The domestic return receipt indicates that said letter
was received on September 27, 1993.
8. The full investigation was commenced at the direction of the
Executive Director of the State Ethics Commission.
9. On April 26, 1994, the Executive Director of the State Ethics
Commission requested a ninety -day extension of time to
complete the investigation and such request was granted on
April 29, 1994.
10. On September 15, 1994, the Investigative Division of the State
Ethics Commission issued the Investigative Complaint and
Findings Report against Respondent and forwarded same to
Respondent and /or Respondent's attorney.
11. Letters were forwarded to the Respondent and Complainant in
this matter advising each as to the general status of the
instant investigation on the following dates:
Walsh, 93- 050 -C2
Page 5
a .
b.
c .
d.
December
March 23,
April 25,
July 25,
23, 1993;
1994;
1994; and
1994.
12. Joseph A. Walsh has been the sole owner of Monarch Systems,
Incorporated since January 6, 1980.
a. Monarch Systems, Incorporated is a
consulting company.
computer sales and
Quigley decided to
13. In 1989 City of Hazleton Mayor John
computerize various City departments.
14. The City sought the services of a Facilities Manager to plan,
organize, implement and supervise all aspects of the
computerization of City government and advertised for
proposals for that position on the January 3, 1990.
15. The Request of Proposals outlined the following duties for the
position of Facilities Manager:
a. The selected Facilities Manager shall report directly to
the Mayor and Director of Administration and shall be
required to review project progress with City Council, as
directed.
1. Meet with Administration and Council to establish
project goals.
2. Survey all City Departments to assess all data
processing needs.
3. Evaluate the current and
processing needs for the City.
4. Develop generic specifications
software based on the evaluation
above; the specifications should
possible number of bidders.
5. Review the bid specifications with Administration
and City Council.
6. Assist the City with bid advertisement to assure
maximum possible number of bidders.
7. Hold bidders conference to answer vendor questions.
8. Assist the City in evaluating bids.
prospective data
for hardware and
listed in number 3
allow for maximum
Walsh, 93- 050 -C2
Page 6
9. Perform vendor site reviews, as necessary, to
assess applicability of hardware and software to
City's needs.
10. Recommend purchase of hardware and software.
11. Oversee the delivery, installation, and start up of
hardware and software. The Facilities Manager
shall submit to the Administration a schedule for
the completion of this work upon after the City
selects hardware and software for purchase.
12. Obtain training from hardware and software
vendor(s), coordinate vendor - provided training, if
applicable, and provide training to appropriate
City personnel on the operation of hardware and
software.
13. Coordinate the computerization of all City
Departments, establish and submit to the
Administration a schedule for the completion of
same.
14. Establish on -line computer communications,
including, but not limited to, link -ups with
appropriate governmental agencies (e.g. Luzerne
County) and private firms (e.g. Don Wilkerson
Agency) as appropriate.
15. Provide periodic written and /or oral progress
reports to the Mayor, Administrator, and City
Council, as directed.
16. Provide ongoing software maintenance,
troubleshooting, and programming services for the
duration of the contract.
16. The Request For Proposals also contained the following
limitation:
The selected Facilities Manager will not be allowed to submit
bids to the City of Hazleton for hardware and software.
17. On January 10, 1990, Monarch Systems, Incorporated submitted
a proposal for the position of Facilities Manager.
a. The Proposal was signed by Joseph A. Walsh.
b. Walsh acknowledged the duties outlined in the Request For
Proposals and the limitation that Monarch Systems would
not be allowed to submit bids on hardware and software.
Walsh, 93- 050 -C2
Page 7
c. Joseph A. Walsh, President, was listed the person
responsible for completion of the project.
18. On January 22, 1990, the City of Hazleton City Council passed
Resolution 90 -10 providing that Monarch Systems, Inc., be
awarded the contract of a Facility Manager at a salary to be
negotiated.
19. On January 22, 1990, a contract was signed by City of Hazleton
Mayor John Quigley and Joseph A. Walsh naming Monarch Systems,
Incorporated as Facilities Manager for the City of Hazleton.
a. The contract contained the same duties and limitations
outlined in the Request For Proposals.
20. The contract was renewed on January 31, 1991, outlining the
same duties as in the 1990 contract but eliminating the
limitation on bidding on software and hardware.
21. In February of 1990 Walsh recommended the City purchase a
small computer system for use with the City's payroll, budget
and accounts payable.
a. This recommendation was made following discussions with
Mayor Quigley who wanted a system on -line as soon as
possible.
22. In February of 1990, based on Walsh's recommendation, the City
purchased a small computer system from Monarch Systems, Inc.
23. The purchase of the computer system was not put out for bids
and there was no public disclosure that the purchase was being
made from Monarch Systems, a firm owned by Joseph A. Walsh.
a. The decision not to advertise was made by Mayor Quigley
after consulting with the City Solicitor.
24. Mayor John Quigley approved the purchase based on the
recommendation of Joseph A. Walsh.
a. The making of such recommendations was part of the
official duties and responsibilities of the facilities
manager.
25. The City of Hazleton made a number of purchases from Monarch
Systems under the same circumstances in 1990 and 1991.
a. Purchases were authorized by Mayor Quigley.
26. Walsh delivered and installed the purchased items.
8201
8201
8201
8201
8201
8201
8201
8201
8201
8201
8202
8202
8904
8904
8904
8906
8906
17301
17301
17301
17301
18103
18103
18103
Walsh, 93- 050 -C2
Page 8
27. The following is a list of the purchases made by the City of
Hazleton from Monarch Systems during that period:
Invoice
Number Date
8201 03/23/90
03/23/90
03/23/90
03/23/90
03/23/90
03/23/90
03/23/90
8201 03/23/90
03/23/90
03/23/90
8201 03/23/90
03/23/90
03/23/90
03/23/90
8202 03/23/90
8202 03/23/90
03/23/90
03/31/90
03/31/90
03/31/90
03/31/90
8906 03/31/90
8906 03/31/90
03/31/90
06/22/90
06/22/90
06/22/90
06/22/90
06/30/90
18103 06/30/90
06/30/90
06/30/90
Description
of Item
1 Unisys Computer
System
1 Enhanced Keyboard
1 EGA Color Monitor
1 EGA Adaptor Card
1 4 MB Ram Memory
1 32 KB Cache Memory
1 320 MB fixed
disk drive
1 Fixed Disk
Controller Card
1 Tape Drive
1 3.50 Floppy Disk
Drive & Cable
1 Okidata 24 Pin
Dot Printer
1 Cable
Shipping /Insurance
1 8 Port Terminal/
Modem /Adaptor
1 Phone /Fax /Modem
Switch
1 Multi user operator
system
Shipping /Insurance
1 Terminal /Keyboard
1 Cable
Shipping /Insurance
2 Boxes Magnetic
Data Cartridges
2 Boxes 5.25" DS /DD
Diskettes
2 Boxes 3.50" DS /HD
Diskettes
1 Box Printer Ribbon
4 Display Terminal
1 Dot Matrix Print
2 Laser Jet Print
Cables For Printers
2 8%" x 11"
Paper Trays
2 8 x 14"
Paper Trays
2 Ink Cartridges
Shipping /Handling
Cost to
City of
Hazleton
$ 2,199.00
112.00
389.00
169.00
1,325.00
79.00
1,500.00
190.00
590.00
120.25
615.00
10.00
68.25
525.00
149.00
460.00
12.60
369.00
25.00
9.00
230.00
24.00
38.00
78.00
1,513.56
632.30
3,002.00
63.00
84.00
90.00
170.00
Amount Pd
by Monarch
Systems
$ 2,199.00
112.00
389.00
169.00
1,325.00
79.00
1,500.00
170.00
590.00
120.25
615.00
10.00
68.25
525.00
149.00
460.00
12.60
374.00
19.00
9.39
230.00
24.00
38.00
78.00
1,513.56
632.30
2,982.00
60.00
78.00
78.00
154.00
8.00
Profit
/Loss
0
0
0
0
0
0
0
20.00
0
0
0
0
0
0
0
0
0
(5.00)
6.00
(.39)
0
0
0
0
0
0
20.00
3.00
6.00
12.00
16.00
(8.00)
Walsh, 93- 050 -C2
Page 9
27104 09/28/90
27104 09/28/90
3340 11/30/90
3340 11/30/90
3340 11/30/90
34401 12/14/90
34401 12/14/90
34401 12/14/90
103113 01/31/91
103113 01/31/91
103113 01/31/91
105906 02/28/91
108901 03/30/91
109501 04/05/91
110203 04/12/91
110203 04/12/91
110203 04/12/91
111905 04/29/91
122101 08/09/91
123201 08/20/91
125201 09/09/91
125202 09/09/91
201509 01/15/92
213901 05/18/92
230504 10/31/92
TOTAL
2 Enveloper Trays
For Laser Printer
Freight
1 Multitech V.32 9600
Compatible Modem
1 Modem Cable
Freight
1 8.50" x 11.00"
Envelope Tray
1 8.50" x 14.00"
Shipping /Handling
1990 W2 Tax Forms
Twin sets
Fund Accounting
Manuals & Demo Disk
Payroll Tax Table
Updates
2 LINK Display
terminals /keyboards
3 Cases Carbonless
Paper
4 Replacement
Cartridges for HP
3,300 Continuous
Payroll Checks
1 Time Charge for
Designing /Printing
Shipping /Insurance
18 Printer Ribbons
1 RPGII Program
Compiler (Less $70)
1 WordPerfect Word
Processing Package
5 Okidata Printers
1 Printer Option Inter.
12 Microline 84 Ribbons
COD /Shipping /Insurance
Total
10 Link Technologies
terminals /keyboard
94.00
600.00
20.00
42.00
45.00
65.00
195.00
195.00
780.00
255.00
344.00
313.50
135.00
Checks
10.64
135.00
4,995.00
4,295.00
1,495.00
345.00
45.00
8.25
3,200.00
Total 4,000.00
Special updates and 270.00
program revision for
preparation of 1991
W2 tax forms
10 Link Model MC5 4,100.00
Terminals /Keyboards
1 Replacement Okidata 59.00
86.00
4.50
587.00
20.00
4.15
39.00
43.00
60.72
195.00
180.00
749.62
178.10
293.00
250.50
135.00
10.64
91.15
2,862.50
3,260.75
752.25
728.07
1,981.50
3,461.82
248.35
8.00
(4.50)
13.00
0
(4.15)
3.00
2.00
4.28
0
15.00
30.38
76.90
51.00
63.00
0
0
43.85
1,257.75 3,037.25
938.75 556.25
(60.75)
538.18
21.65
3,716.94 383.06
36.70 22.30
$35,498.40 $30,632.59 $4,865.81
Walsh, 93- 050 -C2
Page 10
28. The total profit realized by Monarch Systems was $4,865.81.
29. Monarch Systems did not bill the City of Hazleton for delivery
and services performed on hardware, such as assembly, testing
and software installation and testing.
30. Monarch Systems estimated costs associated with delivery,
assembly, testing and software applications to be
approximately $3,870.00
31. Total profit realized by Monarch Systems:
$4,865.81
- $3,870.00
$ 995.81
32. Monarch Systems was a Unisys Referred Authorized Value Added
Reseller (RAVAR) from April of 1990 to April of 1991.
33. The RAVAR contract with Unisys permitted Monarch Systems to
purchase Unisys Computer hardware and software from Robec
Distributors, a Unisys distributor, and entitled Monarch
Systems to obtain back -up assistance from Unisys with all
sales of Unisys products.
34. In February of 1991, the city of Hazleton, under the
supervision of Joseph Walsh, sought bids on a mainframe
computer.
35. Walsh drew up the specifications for the computer and oversaw
the bidding process.
36. Walsh notified Robec Distributors of the City's request for
bids and asked if Robec had a Unisys dealer in the area who
would be capable of submitting a bid.
37. Robec Distributor notified Comput -Asyst of Allentown,
Pennsylvania, also a Unisys RAVAR, owned by Charles Myers, who
submitted a bid.
38. Other bidders included IBM, Hewlett Packard, and Pharmahouse
Corporation for an Altos computer.
39. Walsh reviewed the bids and in his position as facilities
manager recommended the purchase of the Unisys computer from
Compute- Asys.t.
a. At this time, Walsh' company, Monarch Systems, was also
a Unisys dealer.
40. One of the reasons given by Walsh for his recommendation was
Walsh, 93- 050 -C2
Page 11
that the Unisys computer was
system he had sold the City.
41. In April of 1991, Hazleton City
the purchase of the computer to
$56,532.
42. Both Computer -Asyst and Unisys deny that Joseph Walsh or
Monarch received any immediate or deferred consideration
regarding the sale of this computer system.
43. Walsh oversaw the delivery and installation of the computer
and approved payment to Compute -Asyst when the installation
was completed.
44. In addition to the previously
of Hazleton from Monarch
following invoices for the
provided to the City in 1990
Invoice No. Date
8905 3/31/90
12005 4/30/90
15105 5/31/90
18102 6/30/90
21203 7/31/90
21204 7/31/90
24302 8/31/90
27105 9/28/90
30405 10/31/90
33407 11/30/90
36503 12/31/90
compatible with the smaller
Council awarded a contract for
Compute -Asyst in the amount of
noted purchases made by the City
Systems, Walsh submitted the
use of computer software he
and 1991:
Amount
$ 300.00
$ 300.00
$ 300.00
$ 400.00
$1,131.10
$ 400.00
$ 400.00
$ 400.00
$ 400.00
$ 400.00
$ 400.00
45. Walsh estimated his profit on the lease of the software to the
City at 50% of the cost.
46. Walsh did not charge the City for use of the software in 1991.
a. Walsh received no funds for cost or profit for the 1991
sales.
47. Walsh submitted the following invoices to the City of Hazleton
seeking payment for his services as Facilities Manager:
Invoice No.
8907
33406
36502
Date
3/31/90
11/30/90
12/31/90
Amount
$3,015.00
$3,420.00
$4,860.00
Walsh, 93- 050 -C2
Page 12
103114
105908
108902
112001
115102
127308
130404
133405
136502
203101
206005
209103
212106
218208
221305
227403
230505
233506
303101
305905
309001
312006
315104
318101
321202
1/31/91 $4,522.50
2/28/91 $4,095.00
3/30/91 $3,082.50
4/30/91 $4,117.50
5/31/91 $3,262.50
9/30/91 $2,970.00
10/31/91 $3,420.00
11/30/91 $2,430.00
12/31/91 $2,880.00
1/31/92 $2,092.50
2/29/92 $2,430.00
3/31/92 $2,092.50
4/30/92 $1,755.00
6/30/92 $3,062.50
7/13/92 $ 315.00
9/30/92 $1,170.00
10/31/92 $1,777.50
11/30/92 $ 810.00
1/31/93 $ 833.00
2/29/93 $ 833.00
3/31/93 $ 833.00
4/30/93 $ 833.00
5/31/93 $ 833.00
6/30/93 $ 833.00
7/31/93 $ 833.00
48. Joseph Walsh did not file Statements of Financial Interests
with the City in 1990, 1991, 1992, 1993, and 1994.
a. Walsh was never advised by anyone from the City of
Hazleton that he was required to file a Statement of
Financial Interests.
b. Walsh was advised by George Hudzik, Solicitor for the
City of Hazleton, that he was not required to file a
Statement of Financial Interests.
c. Walsh would have filed had he been directed to do so.
d. Walsh believed that he was a consultant and not covered
by the provisions of the State Ethics Act.
49. Total financial gain realized by Monarch Systems from business
dealings with the City of Hazleton was $995.81.
III. DISCUSSION:
As a Facilities Manager for the City of Hazleton, Luzerne
County, Joseph A. Walsh, hereinafter Walsh, is a public employee as
Walsh, 93- 050 -C2
Page 13
that term is defined under Act 9 of 1989. 65 P.S. 5402. As such,
his conduct is subject to the provisions of the Ethics Law and the
restrictions therein are applicable to him.
Initially, it is noted that Section 9 of Act 9 of June 26,
1989 provides, in part, as follows:
This amendatory act shall not apply to
violations committed prior to the effective
date of this act, and causes of action
initiated for such violations shall be
governed by the prior law, which is continued
in effect for that purpose as if this act were
not in force. For the purposes of this
section, a violation was committed prior to
the effective date of this act if any elements
of the violation occurred prior thereto.
Since the occurrences in this case transpired after the
effective date of Act 9 (June 26, 1989), we must apply the
provisions of Act 9 to determine whether the Ethics Act was
violated.
Under Section 3(a) of Act 9 of 1989 quoted above, a public
official /employee shall not engage in conduct that constitutes a
conflict of interest.
The term "conflict of interest" is defined under Act 9 of 1989
in the allegations.
In addition, Section 3(f) of Act 9 of 1989 specifically
provides in part that no public official /employee or spouse or
child or business with which he or the spouse or child is
associated may enter into a contract with his governmental body
valued at five hundred dollars or more or any subcontract valued at
five hundred dollars or more with any person who has been awarded
a contract with the governmental body with which the public
official /employee is associated unless the contract is awarded
through an open and public process including prior public notice
and subsequent public disclosure.
Section 4(a) of the Ethics Law quoted above requires that each
public official /employee must file a Statement of Financial
Interests for the preceding calendar year of the year in which he
is employed or served and for the year after he leaves such
position.
The issue before us is whether Walsh as the Hazleton
Facilities Manager violated either Section 3(a) (conflict
provision) or Section 3(f) (contracting provision) of Act 9 of 1989
regarding the allegation that the company with which he is
Walsh, 93- 050 -C2
Page 14
associated contracted with the City without an open and public
process and second, whether Walsh violated Section 4(a) (Financial
Interests Statement (FIS) filing requirement) for the years 1989
through 1992.
Mayor John Quigley of the City of Hazleton in 1989 decided to
computerize various city departments. The services of a Facilities
Manager were sought in order to aid in the planning, organization,
implementation and supervision of all aspects of the
computerization of city government. A request for proposals for
the position of Facilities Manager was advertised which set forth
the duties of the position. See Fact Finding 15. The advertised
job description included the function of purchasing hardware and
software and a conflict of interest provision that the Facilities
Manager would not be allowed to submit bids to the City of Hazleton
for such hardware /software.
A bid was submitted by Monarch Systems, Inc., for the position
of Facilities Manager under the signature of Walsh as President.
Subsequently, Hazleton City Council passed a resolution awarding
the contract of Facilities Manager to Monarch Systems, Inc. at a
salary to be negotiated.
In February, 1990, Walsh recommended that the City purchase a
small computer system for the City's payroll, budget and accounts
payable. Based upon Walsh's recommendation, Mayor Quigley gave his
approval and purchased a small computer system from Monarch
Systems, Inc., which was not put out for bids. Thereafter, the
City made a number of other purchases from Monarch Systems under
similar circumstances in the years 1990 and 1991, all of which
purchases were authorized by Mayor Quigley. The purchased items
were delivered and installed by Walsh. All purchases made by the
City of Hazleton from Monarch Systems in the years 1990 through
1992 are delineated in Fact Finding 27. As to the numerous
purchases made, the total profit for Monarch Systems amounted to
$4,865.81. However, Monarch Systems did not bill the City for the
delivery and services performed on the hardware such as assembly,
testing and software installation which is estimated at $3,870.00.
Therefore, the total profit realized by Monarch Systems was
$995.81. Fact Finding 31.
The City of Hazleton in February, 1991, under the supervision
of Walsh, sought bids for a mainframe computer. Walsh drew up the
specifications for the computer and oversaw the bidding process.
Walsh contacted Robec Distributors, a Unisys Distributor and asked
if Robec had a Unisys dealer in the area who would be capable of
submitting a bid. Parenthetically, Monarch Systems was a Unisys
Referred Authorized Value Added Reseller (RAVAR) from April, 1990
through April, 1991, which meant that under the RAVAR contract,
Unisys permitted Monarch Systems to purchase Unisys computer
hardware and software from Robec Distributors, thereby entitling
Walsh, 93- 050 -C2
Page 15
Monarch Systems to obtain backup assistance from Unisys as to all
sales of Unisys products.
Robec Distributors notified COMPUT -ASYST of Allentown, another
Unisys RAVAR, to submit a bid. Although there were other bidders
which included IBM, Hewlett Packard and Farmhouse Corporation,
Walsh reviewed the bids and recommended the purchase of the Unisys
computer from COMPUT - ASYST. Walsh noted that his recommendation
was based upon the compatibility of a Unisys computer with the
existing smaller systems that he already sold to the City.
In April, 1991, Hazleton City Council awarded the contract for
the purchase of the computers to COMPUT -ASYST in the amount of
$56,532.00. Both COMPUT -ASYST and Unisys deny that Walsh or
Monarch received any immediate or deferred consideration for such
sale. Walsh did oversee the delivery and installation of the
computer and approved payment to COMPUT -ASYST when the installation
was completed.
Monarch Systems submitted invoices for the sale of computer
software in the years 1990 and 1991. Fact Finding 44. In 1991,
Walsh did not charge the city for the use of software and received
no funds for 1991 sales. Fact Finding 46.
As to the FIS's, Walsh did not file the forms in 1990 through
1994. Walsh states that no one advised him that he was required to
file the forms and that he would have done so if directed. Walsh
believed at the time that he was a consultant and not covered by
the provisions of the Ethics Law.
Finally, it is stipulated that the final financial gain
realized by Monarch Systems in business dealings with the City of
Hazleton was $995.81. Fact Finding 49.
In applying the provisions of the Ethics Law to the above
facts, we find a violation of Section 3(a) of Act 9 of 1989. In
this case, Walsh as Facilities Manager was a public employee. 65
P.S. 402; 51 Pa. Code 11.1. As a public employee, Walsh did use
the authority of office to obtain a private pecuniary benefit for
the business for which he was associated, Monarch Systems, Inc.
The use of authority of office consisted of his recommendations to
Mayor Quigley or Hazleton City Council as to the computer hardware
and software purchases. Even though Walsh did not make the actual
purchases, the recommendations which he made as Facilities Manager
were uses of authority of office. Juliante, Order 809. There was
a private pecuniary benefit in this case consisting of the
financial gain realized by Monarch Systems which amounted to
$995.81. Lastly, the private pecuniary benefit inured to Monarch.
Systems Inc. which was a business of which Walsh was President;
accordingly, Monarch Systems is a business with which he is
associated as that term is defined under the Ethics Law. 65 P.S.
Walsh, 93- 050 -C2
Page 16
402; 51 Pa. Code 11.1.
As to the allegation of Section 3(f) of Act 9 of 1989, we also
find a violation of that provision of the Ethics Law. In this
case, Monarch Systems, Inc., - a business with which Walsh is
associated, contracted with Walsh's governmental body, the City of
Hazleton, and did so in a process which was not open and public.
Since the contracting was in excess of $500.00 and was not awarded
through an open and public process, we find a violation of Section
3(f) of Act 9 of 1989. See Zangrilli; Order 946; Schweinsberq,
Order 940.
As to the FIS allegation, the parties, that
Investigative Division and Respondent, have stipulated
particular allegation will be resolved by the filing of
for 1989 through 1992.
Walsh is directed to make restitution in the amount
through this Commission to the City of Hazleton in
fashion.
is, the
that that
the FIS's
of $995.81
a timely
IV. CONCLUSIONS OF LAW:
1. Joseph A. Walsh as the Facilities Manager of the City of
Hazleton is a public employee subject to the provisions of the
Ethics Law, Act 9 of 1989.
2. Walsh violated Section 3(a) of Act 9 of 1989 when he made
recommendations to the Hazleton City Mayor to purchase
computer hardware and software from a business with which he
is associated, Monarch Systems, Inc.
3. Walsh violated Section 3(f) of Act 9 of 1989 when Monarch
Systems, Inc., a business with which Walsh is associated,
contracted with the City of Hazleton for the sale of computer
hardware and software which was in excess of $500.00 and which
was not awarded through an open and public process.
4. The private pecuniary benefit received by Walsh amounted to
$995.81
In Re: Joseph A .Walsh
ORDER NO. 955
File Docket: 93- 050 -C2
Date Decided: 02/23/95
Date Mailed: 03/10/95
1. Joseph A. Walsh as the Facilities Manager of the City of
Hazleton violated Section 3(a) of Act 9 of 1989 when he made
recommendations to the Hazleton City Mayor to purchase
computer hardware and software from a business with which he
is associated, Monarch Systems, Inc.
2. Walsh violated Section 3(f) of Act 9 of 1989 when Monarch
Systems, Inc., a business with which Walsh is associated,
contracted with the City of Hazleton for the sale of computer
hardware and software which was in excess of $500.00 and which
was not awarded through an open and public process.
3. The private pecuniary benefit received by Walsh amounted to
$995.81.
4. Walsh is directed to make restitution in a timely manner in
the amount of $995.81 though this Commission to the City of
Hazleton.
5. Walsh is directed to file Financial Interest Statements for
1989 though 1992 with this Commission for filing and
forwarding to the City of Hazleton.
6. Failure to comply with the provisions of paragraphs 4 and 5
will result in the institution of an order enforcement action
by this Commission.
BY THE COMMISSION,
DANEEN E. REESE, CHAIR