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HomeMy WebLinkAbout965 BeelerIn Re: Jack Beeler STATE ETHICS COMMISSION 308 FINANCE BUILDING HARRISBURG, PENNSYLVANIA 17120 File Docket: 93- 049 -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. Beeler, 93- 049 -C2 Page 2 I. ALLEGATION: That Jack Beeler, as a public official /public employee in the position of supervisor for Kilbuck Township, Allegheny County violated the following provisions of the State Ethics Act (Act 9 of 1989) when he failed to file Statements of Financial Interests for the 1989, 1990 and 1991 calendar years; when he stored his personal property at the township garage; when he received a monthly fuel payment for use of his personal vehicle without auditor approval; when he participated in board action to reduce the vesting period for township pensions from six to four years to coincide with the expiration of his term in office and when he received compensation for overtime hours and sick time without auditor approval. 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). 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. 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. Beeler, 93- 049 -C2 Page 3 65 P.S. §404 (a) . II. FINDINGS: 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. 1. Jack Beeler served as a Kilbuck Township Supervisor from 1981 through December, 1993. a. Beeler was employed as the Township's Roadmaster from October, 1989, through December 31, 1993. b. Beeler's Roadmaster position was not renewed effective January, 1994. 2. Kilbuck Township is responsible for approximately twelve miles of road. a. Kilbuck Township did not have a road department for approximately ten years prior to Beeler becoming roadmaster in 1989. b. The township owned no tools or equipment. 3. Kilbuck Township has a two stall garage attached to the township building for equipment storage and maintenance work. a. This building was not open to the general public. b. This building is located less than one mile from Beeler's residence. Beeler, 93- 049 -C2 Page 4 4. Beeler stored his 1979 Ford truck, V.I.N. #F15GCDE4390, in the township garage from July 11, 1992, until approximately November, 1993. a. This truck was neither registered nor insured during the time when it was stored in the township garage. b. No reimbursement was made to the township by Beeler for the use of the garage. c. No other township official used the garage for vehicle storage. d. No approval was given to Beeler to store his vehicle in the township garage by the auditors or the other supervisors. 5. Beeler's truck was used by the township as a utility vehicle for a storm drain project. a. The truck was used to haul tools and gravel. b. Beeler used his personal tools for township work. 6. The official Auditor's Meeting Minutes do not include any action regarding the setting of compensation for Supervisor Jack Beeler, serving in a Roadmaster capacity. The auditors, however, annually sent a memo to the Board of Supervisors listing the wages and compensation approved for the supervisors and roadmaster. The wages set forth by the auditors are not recorded in the Auditor's Reorganizational Meeting Minutes. a. Recording Secretary James Pool did not include supervisor / roadmaster compensation with the auditor's minutes. 7. Correspondence from the Kilbuck Township Board of Auditors to the Board of Supervisors included authorization for Supervisor / Roadmaster Beeler to collect the following compensation: Correspondence Wage Truck Allowance Date (Hourly) (weekly) Mileage 11/16/89 Not listed $ 40.00 0.255 01/04/90 $ 11.00 40.00 0.26 01/10/91 12.00 40.00 0.26 01/09/92 12.00 40.00 0.26 01/27/93 12.00 40.00 0.26 Beeler, 93- 049 -C2 Page 5 8. No authorization was given to Beeler by the township auditors for him to receive compensation for sick days, vacation days, holidays or overtime pay or additional fuel payments. 9. Kilbuck Township entered into Employment Contracts with Jack Beeler to perform the duties of township roadmaster from January 2, 1990, through December 31, 1991; and January 1, 1993 through December 31, 1994. Compensation for each contract is indicated as the following: a. Contract period: 01/02/90 - 12/31/91 Compensation: $ 11.00 an hour Expense Reimbursement: $.26 per mile; $40.00 a week usage. This contract is signed by Jack Beeler and Dorothy Anderson (Supervisor /Secretary /Treasurer). b. Contract period: 01/01/93 - 12/31/94 Compensation: $12.00 an hour Expense Reimbursement: $.26 per mile; $40.00 a week usage. This contract is signed by Dorothy Anderson, Jack Beeler, and R.F. Vincent (Supervisor). c. No Employment Contract is on file covering the period 01/01/92 through 12/31/92. d. The above contracts reflect the amount of compensation that had been fixed by the township auditors. 10. Beeler's employment contracts do not include any language authorizing sick, vacation, holiday, overtime or additional fuel payments. a. Township auditors did not participate in the preparation of Beeler's employment contracts. b. Auditors authorized the compensation contained therein. 11. In addition to the compensation set forth in the auditor letters and employment contracts, Jack Beeler also received additional funds as a fuel allowance. 12. No authorization was given to Beeler by the township auditors for him to collect a monthly fuel allowance in addition to his approved mileage and truck allowance payments. a. Auditors were unaware that the payment was being made. 13. Personal records of Jack Beeler include correspondence between Beeler and fellow Supervisor Kirk Vincent regarding a monthly Beeler, 93- 049 -C2 Page 6 fuel allowance for Beeler. a. Correspondence dated December 13, 1991, from Beeler to Vincent requests a $25.00 a month fuel allowance to offset rising fuel and insurance costs. A handwritten notation states: "Jack this is okay with me as long as reimbursement is only made against gas receipts. Kirk." b. Correspondence dated September 16, 1993, from Vincent to Beeler indicated the following in regards to the $25.00 a month fuel allowance: "This is to confirm my recollection that the Supervisors of Kilbuck Township approved the payment to you of an addition $25.00 per month to reimburse you for expenses incurred in connection with the operation of your truck on township business. This increase was to be in addition to the mileage reimbursement you received, and was in recognition of the fact that the operating costs of your truck exceeded this township's standard mileage reimbursement you receive." Enclosed is an original copy of a letter I have to this effect showing my approval. Please return this letter to me for my records. Since our township treasurer issued these payments, I assume she was satisfied that the payments were properly authorized and supported by receipts. 14. Township Secretary /Treasurer, Dorothy Anderson, was directed to make the payments by Supervisor Beeler. a. Payments were unanimously approved by the Board of Supervisors. 15. Minutes of the Kilbuck Township Board of Supervisor meetings do not include any discussion or official action being taken to authorize a $25.00 a month fuel payment for Beeler. 16. Beeler submitted Expense Reimbursement Requests on either a monthly or quarterly basis. Reimbursement Requests were for truck rental, mileage, fuel and miscellaneous expenses as follows: Approved Approved Truck Mileage Extra Period Allowance Miles Amount Fuel Misc. 04/01- 04/29/90 $ 160.00 250 $ 65.00 None $ 27.2]. 04/30- 06/02/90 200.00 300 78.00 None 25.78 06/03- 06/30/90 160.00 250 65.00 None 10.00 07/01- 07/28/90 160.00 250 65.00 None 8.40 Missing Beeler, 93- 049 -C2 Page 7 08/27- 09/22/90 160.00 300 78.00 None 60.95 09/23- 10/27/90 200.00 300 78.00 None 45.37 10/28- 12/01/90 200.00 300 78.00 None 181.86 Undated 160.00 250 65.00 None 106.92 01/27- 03/09/91 240.00 300 78.00 None 76.50 03/10- 04/07/91 160.00 200 52.00 None Nxe 04/07 - 05/05/91 160.00 200 52.00 None 80.89 05/06- 06/23/91 280.00 400 104.00 None 124.85 06/23- 08/24/91 360.00 600 156.00 None 142.54 08/24 - 11/30/91 560.00 700 182.00 None I3x Missing 01/01- 02/23/92 320.00 400 106.00 $ 50.00 75.03 02/24- 03/28/92 200.00 250 65.00 25.00 122.05 Missing 07/28- 08/16/92 280.00 400 106.00 43.00 95.99 08/17- 10/18/92 360.00 600 156.00 55.00 48.13 10/18- 12/31/92 440.00 600 156.00 66.00 74.42 01/01 - 03/27/93 480.00 900 234.00 75.00 73.09 03/28 - 05/15/93 280.00 700 182.00 42.00 7927 05/15- 07/31/93 400.00 1,250 325.00 62.50 72.91 08/01- 10/16/93 $ 440.00 1,375 357.50 None 44.40 Totals: $6,360.00 11,075 $2,883.50 $418.50$1,577.16 17. The total amount Beeler received for extra fuel was $418.50. 18. Financial reports detailing expense payments made to Beeler are voted on at the Supervisor's Monthly meetings. a. Financial reports are voted on in their entirety. b. Financial reports contain all disbursements made. c. Financial reports are read to the supervisors by the secretary during the meeting. 19. Kilbuck Township financial records include the following expense reimbursement payments made to Beeler: a. Financial Report Check # Amount 03/19/90 10421 $ 212.00 04/16/90 10475 277.00 08/20/90 10681 233.40 09/20/90 10727 261.88 10/15/90 10777 298.95 11/12/90 10841 323.37 12/31/90 10891 278.00 Total $ 1,884.60 01/21/91 10962 384.52 02/18/91 11025 331.92 Beeler, 93- 049 -C2 Page 8 03/18/91 11099 394.50 05/22/91 11209 504.89 07/15/91 11321 508.15 09/16/91 11462 658.54 12/31/91 11715 243.16 Total $3,025.68 03/16/92 11857 547.03 07/20/92 12100 862.42 11/17/92 12368 619.13 12/31/92 12488 736.42 Total $2,767.00 03/25/93 12632 $ 842.09 Total $8,519.37 b. These payments include Beeler's $25.00 a month fuel payment. c. Beeler participated in supervisor's actions to approve the above identified payments. d. Financial reports were passed unanimously. 20. Kilbuck Township has a pension plan for its police and non- uniform employees. a. The police plan was created in approximately 1975. 1. As of 1992, the police plan allows for vesting in twelve years. b. The non - uniform employee pension plan was created effective January 1, 1990. c. Township employees Dorothy Anderson and Jack Beeler participated in the non - uniform employee plan from its inception in 1990. 21. There were only two non - uniformed township employees who could participate in the non - uniform plan; Beeler and the Township Secretary /Treasurer. 22. The minutes from the Kilbuck Township Board of Supervisors Meetings show the following in relation to the passage of the non - uniform personnel pension plan. February 19, 1990: "The following resolutions were adopted by the Board upon motion indicated after each resolution:" Beeler, 93- 049 -C2 Page 9 "Resolution #757 - Non - Uniform Employees to participate in the Kilbuck Township Pension Plan (Vincent /Beeler), township has a pension plan for the police, but not one for non - uniformed employees." Present: Beeler, Vincent, Anderson 23. Minutes from the Kilbuck Township Board of Supervisors Meeting of March 18, 1991, reflect that Beeler abstained from action taken on Resolution #786, amending the joinder for the non - uniformed employee pension plan. a. Resolution #786 did not change Beeler's rate of contribution or the vesting period of the plan. 24. Minutes of the Kilbuck Township Board of Supervisors meetings include action to reduce the vesting period of the township's pension plan from six years to four years on March 23, 1993, as part of Resolution #839. Minutes from the March 31, 1993, meeting read in part: "Resolution #839 - Amending the vesting period of the Non - Uniform Employee Pension Plan of which Beeler and Anderson are involved since the beginning of 1990. Four years are up at the end of the year. From six years to four years (as) suggested by Beeler. Motion made by Beeler, seconded by Vincent. Even though this would have benefited Anderson, she abstained." Present: Beeler, Vincent, Anderson. Notation: Resolution #839 was actually Resolution #838. 25. Minutes from the Kilbuck Township Supervisor's March 31, 1993, meeting, also include citizens, questioning why the non- uniform employees pension plan was reduced from six years to four years. No answer was recorded in the minutes on the subject. a. Beeler states that he advised the people in attendance at the meeting that the change was made to correct an error in the plan. 26. Beeler's term of office would be over in December, 1993, eight months after the vesting requirement was amended. 27. Kilbuck Township pension records include an Application for Enrollment into the plan signed by Jack Beeler on May 14, 1990. Beeler, 93- 049 -C2 Page 10 a. Pension records also include personnel rosters confirming Beeler's participation in the plan during calendar years 1991 and 1992. 28. Allocation Reports for the Non - Uniform Pension Plan include benefit totals ending 12/31/90, 12/31/91, 12/31/92 and 10/31/93. Allocation reports indicate the following information: 1990: Employee This year's contributions $1,130.85 Investment earnings 14.53 Balance as of 12/31/90 1,145.33 1991: Employee Previous balance $1,145.33 This year's contribution 1,243.20 Investment Earnings 94.25 Balance as of 12/31/91 2,482.78 1992: Employee Previous balance $2,482.78 This year's contribution 1,257.60 Investment Earnings 144.07 Balance as of 12/31/92 3,884.45 1993: Employee Previous balance $3,884.45 This year's contribution 1,039.20 Investment earnings 33.60 Balance as of 10/31/93 $4,957.25 Employer Total $1,130.80 $2,261.60 14.52 29.05 1,145.32 2,290.65 Employer Total $1,145.32 $2,290.65 1,243.20 2,486.40 94.25 188.50 2,482.77 4,496.55 Employer Total $2,482.77 $4,965.55 1,257.50 2,515.10 144.07 288.14 3,884.34 7,768.79 Employer Total $3,884.34 $7,768.79 1,039.20 2,078.40 33.60 67.20 $4,957.14 $9,914.39 Notation: Five percent of Beeler's wages as roadmaster were placed into his pension account. 29. By way of correspondence dated April 29, 1994, from the Kilbuck Township Board of Supervisors to I'NCP, 1NCP was directed to terminate the township's non - uniformed employee pension plan. a. Jack Beeler was to receive his contributions while the balance was to be returned to the township. 30. On July 16, 1994, MMCP forwarded a check in the amount of $4,899.69 payable to Jack Beeler to Kilbuck Township. a. This check was for Beeler's contributions and earnings to the employee pension plan. b. Kilbuck Township also received a check for the remaining Beeler, 93- 049 -C2 Page 11 account balance. (The township's contributions). 31. As of September 6, 1994, Beeler has not cashed the pension check from MMCP. 32. Beeler did not receive any portion of the township's contribution to the pension plan. a. The plan was amended prior to the time Beeler received his payment. 33. Township auditors approved Beeler's participation in the township's non- uniform pension plan on January 4, 1990. a. This was annually re- approved on January 10, 1991, January 9, 1992, and January 27, 1993. 34. No auditor approval was sought or obtained for the reduction of vesting period from six years to four years. 35. Action to reduce the vesting period occurred on March 31, 1993. a. Anderson resigned her position as the Township Treasurer effective 3/31/93, the same day of the vesting period reductions. b. Anderson had over twenty -five years of township service and had already vested. c. Anderson was, thus, not affected by the township's reduction of the vesting period. 36. Jack Beeler was the only employee that would be affected by the reduction in the vesting period. a. Beeler's vote on this matter was the deciding vote. 37. Township correspondence from Solicitor Donald Gates to the Township Board of Supervisors dated October 23, 1989, renders an opinion about the hiring of Jack Beeler at the township's October 16, 1989 meeting. Gates discussed criteria to be used if Beeler was to participate in a pension plan indicating that the auditors should be responsible for approving this as well as other compensation. Note: There was no non - uniformed employee pension plan at the time of Gates Opinion. Regarding Beeler's participation in a pension plan, Gates Beeler, 93- 049 -C2 Page 12 indicated the following: "No change in the nature or rate of the contributions in the case of a defined contribution plan and no change in the benefit formula in the case of a defined benefit plan shall be initiated by the Board of Supervisors with respect to a supervisor- employee without auditor approval." Gates stressed several times in his opinion the need and necessity for auditor approval regarding Beeler' s compensation or any changes to the same. 38. Kilbuck Township auditors did not approve overtime for Supervisor Jack Beeler serving in a roadmaster capacity. 39. Bi- weekly time sheets were filled out by Supervisor /Roadmaster Beeler. a. No start or stop times were recorded. b. Total hours worked and the days worked are listed. c. All time sheets were signed by Jack Beeler exclusively. 40. Bi- weekly time sheets filled out by Beeler included unauthorized overtime pay on the following occasions: Date Hours Rate Amount 1990: 06/25/90 2 $ 16.50 $ 33.00 06/26/90 2 16.50 33.00 07/18/90 2 16.50 33.00 09/29/90 3 16.50 49.50 10/06/90 3 16.50 49.50 10/25/90 2 16.50 33.00 11/03/90 2 16.50 33.00 11/30/90 1 $ 16.50 16.50 Total 17 $ 280.50 1991: 12/21/91 4 $ 18.00 $ 72.00 Total 4 $ 72.00 1992: 01/25/92 4 $ 18.00 $ 72.00 02/08/92 4 18.00 72.00 02/13/92 3 18.00 54.00 03/11/92 4 18.00 72.00 03/12/92 4 18.00 72.00 04/02/92 2 18.00 36.00 12/03/92 4 18.00 72.00 Beeler, 93- 049 -C2 Page 13 12/10/92 7 18.00 126.00 12/11/92 4 18.00 72.00 12/24/92 3.5 18.00 63.00 Total 39.5 $ 711.00 1993: January missing 02/13/93 10 $ 18.00 $ 180.00 02/15/93 5 18.00 90.00 02/16/93 5 18.00 90.00 02/17/93 4 18.00 72.00 03/11/93 4 18.00 72.00 03/13/93 11 18.00 198.00 03/14/93 7 18.00 126.00 04/12/93 1 18.00 18.00 04/13/93 1 18.00 18.00 04/28/93 1 18.00 18.00 Undated 5 18.00 90.00 05/16- 05/29/93 05/30- 06/12/93 5 18.00 90.00 06/13- 06/26/93 5 18.00 90.00 06/27- 07/10/93 2 18.00 36.00 07/11- 07/24/93 2 18.00 36.00 07/28/93 2 18.00 36.00 07/28/93 2 18.00 36.00 08/09/93 2 18.00 36.00 08/18/93 2 18.00 36.00 08/26/93 4 18.00 72.00 09/05- 09/18/93 4 18.00 72.00 10/03- 10/16/93 2 36.00 Total 86 $1,548.00 41. Employee payroll was included as part of the monthly financial reports. a. Financial reports are voted on in their entirety. b. Payroll checks were prepared by the township treasurer based upon information supplied by Beeler. c. Financial reports contain all disbursements made. d. Financial reports are read to the supervisors by the secretary during the meeting. e. Beeler did not abstain on supervisor's action taken to approve financial reports. 42. Beeler received a total of $2,611.50 for 146.5 hours of overtime pay. Beeler, 93- 049 -C2 Page 14 a. Annual 1990 - 1991 - 1992 - 1993 - Date 06/22/93 06/23/93 07/01/93 07/08/93 07/19/93 07/30/93 08/03/93 08/10/93 08/19/93 09/07/93 09/21/93 09/28/93 09/29/93 10/08/93 10/13/93 10/21/93 11/12/93 totals: 17 hours $ 280.50 4 hours 72.00 39.5 hours 711.00 86 hours $1,548.00 43. Kilbuck Township Auditors did not approve a sick time provision for Supervisor Jack Beeler serving in a roadmaster capacity. a. Township police personnel did not have a sick time provision. b. Beeler's employment contract did not include a sick time provision. 44. Bi- weekly time sheets filled out by Beeler unauthorized sick pay on the following occasions: Sick Hours Claimed 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 136 Amount Paid $ 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 96.00 $ 1,632.00 included 45. Beeler claims that he was performing secretarial duties for the township on these days as the township was without a township secretary at the time. a. As such, Beeler actively performed work on these days. 46. Beeler was compensated at a rate of pay as fixed by the township auditors. 47. Statements of Financial Interests on file with Kilbuck Township include the following filings for Beeler: Beeler, 93- 049 -C2 Page 15 a. Calendar year: 1993 Filed: 94/30/94 Position: Supervisor Creditors: None Direct /Indirect Income: Kilbuck Township, IAMAW All other Financial Interests: None b. Calendar year: 1992 Filed: 02/26/93 on SEC Form 1/93 Position: Supervisor Creditors: None Direct /Indirect Income: Kilbuck Township All other Financial Interests: None c. Calendar year: 1991 No form filed. d. Calendar year: 1990 No form filed. e. Calendar year: 1989 No form filed. f. Calendar year: 1988 Filed: 05/01/87 on SEC Form 1/87 Position: supervisor Creditors: None Direct /Indirect Income: Al Landis Olds, Kilbuck Township All other Financial Interests: None 48. Beeler stated that he was aware of the requirement to annually file a Statement of Financial Interests form as Township Supervisor. 49. Beeler submitted the following Statements of Financial Interests forms to the State Ethics Commission on July 14, 1994: a. Calendar Year: 1991 Filed: 07/12/94 on SEC Form 1/94 Position: Supervisor /Roadmaster Credits: None Direct /Indirect Income: Kilbuck Township, IAMAW All other Financial Interests: None b. Calendar Year: 1990 Filed: 07/12/94 on SEC Form 1/94 Position: supervisor /Roadmaster Creditors: None Direct /Indirect Income: Kilbuck Township, IAMAW Beeler, 93- 049 -C2 Page 16 Since effective provisions violated. All other Financial Interests: None c. Calendar Year: 1989 Filed: 05/10/90 on SEC Form 1/94 Position: supervisor /Employee Creditors: None Direct /Indirect Income: Sam Landis Olds, IAMAW, Kilbuck Township All other Financial Interests: None 50. Beeler filed a Statement of Financial Interests form for calendar year 1989 with the State Ethics Commission on July 14, 1994. a. Beeler dated this filing May 10, 1990, on an Statement of Financial Interests form with an State Ethics Commission revision date of 1/94. b. This form was not distributed to the public until January, 1994. 51. All of the previously missing Statements of Financial Interest for Beeler have now been filed. III. DISCUSSION: As a Township Supervisor for Kilbuck Township, Jack Beeler, hereinafter Beeler, was a public official as that term is defined under Act 9 of 1989. 65 P.S. §402. 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. the occurrences in this case transpired after date of Act 9 (June 26, 1989), we must apply of Act 9 to determine whether the Ethics Act the the was Beeler, 93- 049 -C2 Page 17 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. 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 allegations in the case are whether Jack Beeler as a Kilbuck Township Supervisor in Allegheny County violated Section 3(a) of Act 9 of 1989 (conflict provision) or Section 4(a) (Financial Interests Statement (FIS) reporting requirement) regarding the following six allegations: 1. storing his truck at the township garage without paying rent; 2. receiving a monthly fuel payment for his vehicle without auditor approval; 3. participating in a township decision to reduce the vesting time for non - uniformed employees from six to four years to coincide with the expiration of his term; 4. receiving compensation for sick time without auditor approval; 5. receiving compensation for overtime without auditor approval; and 6. failing to file FIS's for the years 1989 through 1991. Factually, Beeler served as a Kilbuck Township Supervisor from 1981 through December 1993 and as roadmaster from 1989 through 1993. Although Kilbuck Township was responsible for approximately twelve miles of road, it did not have a road department, tools or equipment. The Township had a small garage attached to the Township building which was not open to the general public. From mid -1992 through the latter part of 1993, Beeler stored his truck at the Township garage but did not make any reimbursement to the Township. However, Beeler's truck was used by the Township as a utility vehicle and for other purposes. Although the Township Board of Auditors did set the hourly Beeler, 93- 049 -C2 Page 18 rate of compensation for Beeler through the years 1989 through 1993 (Fact Finding 7), no authorization was given for sick days, vacation days, holidays, overtime or additional fuel payments. Fact Finding 8. The compensation set by the auditors is detailed in Fact Finding 9. Although Jack Beeler received additional funds for fuel allowance, no authorization was made by the Township Auditors for him to collect the additional monthly fuel allowance. When Beeler sent a letter dated December 13, 1991, requesting a $25.00 fuel allowance from Supervisor Kirk Vincent, he responded that such a payment was permissible so long as reimbursement was only made against gas receipts. The minutes of Kilbuck Township Board of Supervisors reflect no discussion or official action taken to authorize a $25.00 a month fuel payment for Beeler. Fact Finding 15. From April, 1990 through August, 1993, Beeler received $418.50 as an excess fuel payment. Fact Finding 17. As to the Kilbuck Township Pension Plan for both police and non - uniformed employees, the Police Plan allowed for vesting in twelve years while the non - uniformed employee pension plan provided for vesting after six years of service. The minutes of the Kilbuck Township Board of Supervisors reflect that action was taken to reduce the vesting time for non - uniform employees from six to four years. Beeler participated in that process. Although Beeler's term of office would have expired eight months prior to the six year period for vesting, Beeler did become vested in the Pension Plan because the vesting time was reduced from six to four years. Jack Beeler was the only employee who was affected by the vesting period. Fact Finding 36. Turning to the matter of overtime, the Kilbuck Township Auditors did not approve overtime for Beeler serving as roadmaster. Fact Finding 38. However, Beeler received overtime in the amount of $2,611.50. Fact Finding 42. Although the Township Board of Auditors did not approve sick time for Beeler, bi- weekly time sheets reflect sick hours claimed and compensation paid for various times between June, 1993 and November, 1993. However, Beeler was performing secretarial duties on those days and as such Beeler was actively at work during those time periods. Lastly, a review of the Financial Interest Statements of Kilbuck Township reflect that Beeler did not file for the calendar years 1989 through 1991. However, Beeler has since filed the FIS's for the three years in question. As to the personal vehicle storage, Beeler did park his truck in the township garage without receiving any approval and without paying rent. However, the truck was used occasionally by the Beeler, 93- 049 -C2 Page 19 township as a utility vehicle. Since any benefit that Beeler received was minimal and offset by the township's use of his vehicle, such falls within the statutory "de minimis" exclusion to the conflict definition in the Ethics Law. Hence, no violation occurred as to the first issue. Schweinsburq, Order 900. The second issue concerns the receipt of a monthly fuel allowance for a personal vehicle without auditor approval. Under the Second Class Township Code, a supervisor is entitled to a certain fuel allowance only if approved by the board of auditors. In this case there was no auditor approval. Therefore, there was a violation as to that allegation. Courter, Opinion 93 -001. The third allegation concerns a reduction in the vesting of a pension plan for non- uniformed employees from six to four years which occurred in a time reference to benefit Beeler who attained four years of service prior to the expiration of his term of office. It is clear that the vesting was a financial benefit for Beeler. Beeler also voted for this benefit. Therefore a technical violation occurred as to that particular allegation. Rank, Order 909. The fourth allegation concerns the payment of sick time received by Beeler. Since the findings reflect that Beeler actually performed work for the township during this time, we find no violation as to this allegation. The fifth allegation concerns the receipt of overtime pay without auditor approval. Under the Second Class Township Code, supervisors who are working employees may receive compensation as township employees provided there is an approval by the board of auditors. Since the findings reflect that the Kilbuck Auditors did not approve any overtime, such overtime would not be permissible. A violation occurred as to this particular allegation. Hessinqer, Order 931. The last allegation concerns Beeler's failure to file FIS's for calendar years 1989 though 1991. Beeler failed to file the forms for those years but has now filed the forms. A technical violation occurred as to this allegation. We conclude that there was no violation as to the storage of the truck at the township garage and as to the payment of sick time; a technical violation as to the reduction in the pension vesting time for the non - uniform employee and FIS filings; and lastly, violations as to the receipt of a monthly fuel allowance and overtime pay without auditor approval. Restitution in the amount of $2,000.00 has been agreed upon by the parties. Since the parties have contractually agreed as to the appropriate amount of restitution and since our review of the case Beeler, 93- 049 -C2 Page 20 reflects that such amount appears to be a fair and appropriate restitution figure, we accept the restitution figure of $2,000.00 and direct Beeler to make restitution of that amount in a timely manner as per the agreement of the parties. IV. CONCLUSIONS OF LAW: 1. Jack Beeler, a Kilbuck Township Supervisor, was a public official subject to Act 9 of 1989. 2. Beeler did not violate Section 3(a) of Act 9 of 1989 regarding the storage of his personal vehicle in a Township garage in that the Township received a benefit of the use of the truck so that any pecuniary benefit to Beeler was de minimis. 3. Beeler violated Section 3 (a) of Act '9 of 1989 when he received a monthly fuel allowance for his personal vehicle without auditor approval. 4. A technical violation of Section 3(a) of Act 9 of 1989 occurred when Beeler participated in a reduction of the vesting time for a non - uniformed employees Pension Plan from six to four years which benefited Beeler. 5. Beeler did not violate Section 3(a) of Act 9 of 1989 regarding the receipt of compensation for sick time in that Beeler actually performed work for the Township during that time. 6. Beeler violated Section 3(a) of Act 9 of 1989 regarding the receipt of overtime pay without auditor approval. 7. A technical violation of Section 4(a) of Act 9 of 1989 occurred when Beeler failed to file timely Financial Interest Statements for the calendar years 1989 through 1991. 8. The private pecuniary benefit received by Beeler was $2,000. In Re: Jack Beeler File Docket: 93- 049 -C2 Date Decided: 02/23/95 Date Mailed: 03/10/95 ORDER NO. 965 1. Jack Beeler, a Kilbuck Township Supervisor, did not violate Section 3(a) of Act 9 of 1989 regarding the storage of his personal vehicle in a Township garage in that the Township received a benefit of the use of the truck so that any pecuniary benefit to Beeler was de minimis. 2. Beeler violated Section 3 (a) of Act 9 of 1989 when he received a monthly fuel allowance for his personal vehicle without auditor approval. 3. A technical violation of Section 3(a) of Act 9 of 1989 occurred when Beeler participated in a reduction of the vesting time for a non - uniformed employees. Pension Plan from six to four years which benefited Beeler. 4. Beeler did not violate Section 3 (a) of Act 9 of 1989 regarding the receipt of compensation for sick time in that Beeler actually performed work for the Township during that time. 5. Beeler violated Section 3(a) of Act 9 of 1989 regarding the receipt of overtime pay without auditor approval. 6. A technical violation of Section 4(a) of Act 9 of 1989 occurred when Beeler failed to file timely Financial Interest Statements for the calendar years 1989 through 1991. 7. Beeler is directed to make timely restitution in the amount of $2,000.00 to Kilbuck Township. a. Compliance of the above will result in the closing of this case with no further action. b. Failure to comply will result in the institution of an order enforcement action. BY THE COMMISSION, DANEEN E. REESE, CHAIR