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HomeMy WebLinkAbout96-001 ConfidentialI. ISS UE OPINION Before: ` STATE ETHICS COMMISSION 308 FINANCE BUILDING HARRISBURG, PENNSYLVANIA 17120 OF THE COMMISSION Daneen E. Reese, Chair Austin M. Lee, Vice Chair Roy W. Wilt John R. Showers Rev. Joseph G. Quinn Boyd E. Wolff DATE DECIDED: 2/15/96 DATE MAILED: 3/1/96 96 -001 Re: Conflict, A Department, B Fund, Gifts, Donations, Regulated Entities, Trade Associations, Equipment, Automated Technology. This Opinion is issued in response to your confidential advisory request of January 3, 1996. Whether under the Public Official /Employee Ethics Law, an agency may receive monetary donations from private entities it regulates to update its computers and related equipment. II. FACTUAL BASIS FOR DETERMINATION You are writing on behalf of A Department (Department) regarding the establishment of B Fund (Fund). Since the Department's current technology is seriously outdated, it is inadequate to serve the needs of the companies regulated by the Department and the consumers in Pennsylvania. For the fiscal year 1996 -1997, the Department would need approximately C for fixed assets to improve access to automated technology. This includes -D for EDP and related equipment and E for an interactive telephone system. This amount would be sufficient to provide all Department employees with desktop computers and access to a sufficient number of printers, fax modems and appropriate software. Opinion, 96 -001 February 21, 1996 Page 2 The A industry recognizes the benefits to both consumers and regulated entities if the Department can efficiently perform its functions through enhanced technology that is being offered. The Department has received offers from these entities and individuals who would like to contribute to the Fund for that purpose. Currently, certain Department employees lack computers to produce responsive letters to inquiries. Further, current requests for public information result in the manual retrieval of a paper file and the production of a photocopy rather than public on -line access to such information. Stationery must be manually fed because there are a limited number of printers. FAX transmissions must be sent from a central location because there are no FAX modems. Finally, there is no e -mail capability. In your letter you quote from the Administrative Code, 71 F.S. §193, which you state permits the acceptance of gifts by a state agency: "Every administrative department, every independent administrative board and commission, and, with the approval of the department with which it's [sic] connected, every departmental administrative board or commission, may accept gifts or donations or money, securities, or other personal property, which, or the income of which, shall be used in conducting the work of such department, board or commission . . ." As per the Administrative Code, the Department would like to create the Fund which would be used only for the purpose of automation improvement and would be subject to standard accounting procedures and oversight by F. To avoid the perception that the Department would be influenced by the entities or individuals who contribute to the Fund, it has been suggested that the Fund could be collected and administered by another state agency so the Department would not know the identity of the contributors or the amounts of the contributions. After generally referencing unnamed prior Commission decisions which discuss the establishment of blind trusts under certain circumstances to avoid conflicts, you seek a confidential advisory as to the Fund proposal. In a supplementary submission of February 7, 1996, a proposal for the establishment of the Fund has now been prepared and submitted. The proposal provides further details as to the Fund and its purpose of improving the current level of technology and automation. The industry has offered to assist the Department through donations which the Department believes may be accepted under the Administrative Code to avoid any perception of inappropriate influence from the entities the Department regulates. Opinion, 96 -001 February 21, 1996 Page 3 To that end, the Department would only accept donations from the trade associations but not the regulated entities. Second, an agency other than the Department would administer the Fund. Third, the donations would be placed in a separate account limited to the above restricted purpose and subject to proper accounting and oversight. You appeared with your Chief Counsel at the executive session on February 15, 1996 and supplied the following additional information. In the last year, the Department has made strides in updating technology through a 35% to 50% increase in the number of computers for its employees. However, there still are no telephone answering machines so that west coast companies must call by noon to obtain necessary business information. Such information cannot be processed in a timely and efficient manner for the Department's constituents: consumers, G. Such technology is necessary because the A field is highly automated in the private sector and the Department is in need of at least as good technology in order to operate in a proper fashion. Although the above supplementary submission stated that donations would be limited from trade associations rather than the regulated companies in an effort to separate the industry from those who are regulated, a question has arisen as to whether the trade associations would have the corporate authority to accept such donations from members for a pass through to the Department. Hence, consideration is now made for a blind trust which could accept donations from the regulated companies, trade associations, (non- regulated) companies and private individuals. The Department places reliance upon the Administrative Code which provides a statutory authorization for the receipt of such types of donations without creating an appearance of impropriety. Lastly, there is H which notes the proposal and a recent journal article which references and supports this concept. III. DISCUSSION Certain subject individuals in the Department would be public officials /employees as those terms are defined under Act 9 of 1989 and the current regulations of the Commission so as to be subject to the provisions of the Ethics Law. Section 3(a) of the Ethics Law provides: Section 3. Restricted Activities. (a) No public official or public employee shall engage in conduct that constitutes a conflict of interest. Opinion, 96 -001 February 21, 1996 Page 4 The following terms are defined in the Ethics Law as follows: 65 P.S. §402. 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. "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. "Gift." Anything which is received without consideration of equal or greater value. "Gift" shall not include a political contribution otherwise reported as required by law or a commercially reasonable loan made in the ordinary course of business. In addition, Sections 3(b) and 3(c) of the Ethics Law provide in part that no person shall offer to a public official /employee anything of monetary value and no public official /employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgement of the public official /employee would be influenced thereby. Reference is made to these provisions of the law not to imply that there has been or will be any transgression thereof but merely to provide a complete response to the question presented. Section 3(j) of the Ethics Law provides as follows: Opinion, 96 -001 February 21, 1996 Page 5 Section 3. Restricted activities (j) 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 to break the tie vote if disclosure is made as otherwise provided herein. If a conflict exists, Section 3(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 provisions of the Ethics Law to the instant matter, it is clear that the receipt of any monetary contributions directly from the entities which the Department regulates or through one of their associations would be gifts. The receipt of such gifts by the Department is not prohibited by the Ethics Law in that our jurisdiction is limited primarily to public officials, public employees and candidates, but not governmental bodies. Therefore, in order to supply a comprehensive response, our inquiry will be limited to the conduct of those public officials and public employees within the Department who interact with the Opinion, 96 -001 February 21, 1996 Page 6 regulated entities that are making the gifts. We shall address such conduct in two respects: the use of the equipment by the public officials /public employees and, second, the possibility of personal gifts to such individuals from the regulated entities. As to the usage of such equipment by public officials /public employees, Section 3(a) of the Ethics Law restricts public officials /employees usage of governmental facilities, supplies or equipment to governmental use, but not for personal use or outside business activities. Pancoe, Opinion 89 -011. In particular, the governmental computers, FAX modems as well as telephones, postage, staff, other equipment, research materials, or any other property could not be used as a means, in whole or part, to carry out private business activities. In addition, the public official /employee could not during government working hours, solicit or promote such business activities. Pancoe, supra. Once again, we are not suggesting that such activity will occur but are merely attempting to supply a broad based response. As to the matter of gifts, we note that there is no per se prohibition under the Ethics Law as to the receipt of gifts by a public official /employee. See,, Wolfgang, Opinion 89 -028; Cooper, Opinion 92 -009. In Wolfgang, supra, we held that a contribution to a candidate for office in and of itself without any additional facts would not create a conflict if the individual was elected to that office. In Cooper, Opinion 92 -009, we determined that a public official /employee with major medical problems could be the recipient of funds from vendors of his governmental body, subject to certain restrictions, one being that a blind trust be created to maintain the anonymity of the donors. However, in other cases we have found violations where public officials have accepted personal gifts from vendors or individuals and subsequently acted upon matters which the donors had pending before the governmental body. .aag, Volpe, Order 579 -R; Smith, Order 578 -R; Feller, Order 576 -R. Since the gifts in this case will be to the Department and not its public officials /employees, this issue should not arise. To conclude, as to the question you pose regarding the receipt of gifts to the Department for computer equipment from the entities it regulates, the Ethics Law does not prohibit such monetary gifts to the Department. The propriety of the proposed conduct has only been addressed under the Ethics Law; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Law has not been considered in that they do not involve an interpretation of the Ethics Law. Opinion, 96 -001 February 21, 1996 Page 7 IV. CONCLUSION The Public Official and Employee Ethics Law does not prohibit an agency from receiving monetary donations from private entities it regulates. Pursuant to Section 7(10), the person who acts in good faith on this opinion issued to him shall not be subject to criminal or civil penalties for so acting provided the material facts are as stated in the request. such. This letter is a public record and will be made available as Finally, any person may request the Commission to reconsider its Opinion. The reconsideration request must be received at this Commission within fifteen days of the mailing date of this Opinion. The person requesting reconsideration should present a detailed explanation setting forth the reasons why the Opinion requires reconsideration. By the Commission, Onus/106 eutte__ Daneen E. Reese Chair