HomeMy WebLinkAbout98-002 FosterJonathan P. Foster, Esquire
320 South Main Street
PO Box 278
Athens, PA 18810
Dear Mr. Foster:
I. ISSUE:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
OPINION OF THE COMMISSION
Before: Daneen E. Reese, Chair
Austin M. Lee, Vice Chair
Allan M. Kluger
Boyd E. Wolff
Julius Uehlein
DATE DECIDED: 1/15/98
DATE MAILED: 1/26/98
98 -002
Re: Conflict, Public Official /Public Employee, Solicitor, Retained /Employed, Borough,
Joint Code Enforcement Program, Purchase of Property, Access, Public Right -of-
Way, Public Safety.
This Opinion is issued in response to your advisory request letters dated
November 20, 1997 and December 12, 1997.
Whether the Public Official and Employe Ethics Law presents any prohibition or
restrictions upon a municipal Solicitor who is retained, as opposed to being an
employee of the governmental body, with regard to advising the governmental body
on public safety issues related to a property which the Solicitor is in the process of
buying.
II. FACTUAL BASIS FOR DETERMINATION:
As the Solicitor for the Borough of Athens in Bradford County, Pennsylvania,
and as Solicitor for the Joint Code Enforcement Program in which the Borough of
Athens participates, you seek an advisory opinion from this Commission.
You are in the process of relocating your private law office to another building
in downtown Athens. You are also in the process of buying that building /property.
The building /property has been the subject of litigation between the present
property owners and the adjoining neighbor. The litigation concerned the right -of -way
and access to the rear of the building. The local County Court decided the ownership
Foster, 98 -002
January 26, 1998
Page 2
issues involving the property. However, you feel that there are certain public safety
issues which must be resolved.
You contend that the Borough should condemn certain areas as a public right -of-
way and open up the rear access to the building to provide an escape route from the
building as well as safe passage for rescue personnel.
However, you are concerned that any advice which you would give as Solicitor
in this matter, either to the Borough or to the Code Enforcement Officer, could be
construed as a conflict of interest based upon your impending purchase of the building.
It is your intention to request an advisory opinion from the appropriate
committee of the Pennsylvania Disciplinary Board. However, you ask this Commission
how you should proceed under the Ethics Law. You also ask whether your wife, who
will be co -owner of the property, may request any action from the Borough to correct
the safety problem.
You have advised this Commission that both in your capacity as Solicitor for the
Borough of Athens and as Solicitor for the Joint Code Enforcement Program in which
the Borough of Athens participates, you are retained as an independent contractor and
are not an employee.
III. DISCUSSION:
The status of Solicitors under the Public Official and Employe Ethics Law
( "Ethics Law "), Act 9 of 1989, P.L. 26, 65 P.S. §401 el seq., has recently been
clarified by the appellate courts of Pennsylvania.
In C.P.C. v. State Ethics Commission, 698 A.2d 155 (Pa. Commw. Ct. 1997),
based upon an analysis of prior precedents including Ballou v. State Ethics
Commission, 496 Pa. 127, 436 A.2d 186 (1981), Maunus v. State Ethics
Commission, 518 Pa. 592, 544 A.2d 1324 (1988), and P.J.S v. State Ethics
Commission, 669 A.2d 1105 (Pa. Commw. Ct. 1996), appeal pending, No. 0091 M.D.
Appeal Docket 1997, the Commonwealth Court of Pennsylvania set forth its view that
a municipal Solicitor who is retained as opposed to being an employee of the
governmental body is not a "public official" or "public employee" as defined in the
Ethics Law and is not subject to the conflict of interest provisions of the Ethics Law.
The Court stated:
... [T]his court pointed out in P.J.S. that the General Assembly did not
add or include "solicitors" in its definitions of "public employees" or
"public officials" whose conduct is regulated by section 3 of the Ethics
Act. Id. As such, this court stated that it could not conclude that it was
clearly the General Assembly's intent to include "solicitors," who are not
normally full -time public employees, but more like consultants, among the
class of persons required to comply with the regulations regarding ethical
and professional conduct under section 3 of the Ethics Act. Id.
Based upon our review of the pleadings in this case and our
analysis of Baiou, Maunus and P.J.S., we conclude that CPC's conduct
Foster, 98 -002
January 26, 1998
Page 3
is not governed by the provisions of the Ethics Act and that he is not
subject to the jurisdiction of the Commission.
C.P.C. v. State Ethics Commission, supra, 698 A.2d at 159. The Court further stated,
in a footnote:
We note that on July 3, 1997, this court issued its decision in
P.J.S. v. Pennsylvania State Ethics Commission, 697 A.2d 286 (Pa.
Cmwlth. 1997) (P.J.S. //), this court reiterated that the conflict of
interest provisions of section 3 of the Ethics Act apply to solicitors who
are public employees and not just on retainer. P.J.S. was hired as a full -
time solicitor for the City of Erie, was placed on the City payroll, was
paid a salary and received the same benefits as other employees of the
City. Like the Commonwealth attorneys in Maunus, P.J.S.'s status with
the City was that of an employee rather than a consultant on retainer or
an independent contractor. Accordingly, this court determined that
P.J.S. was a public employee who was covered by section 3 of the
Ethics Act.
The present case is distinguishable from P.J.S. // in that CPC is not
a full -time, salaried employee of the borough who receives the same
benefits as other borough employees. Rather, CPC is a legal advisor or
consultant on retainer to the borough. As such, his conduct is not
covered by section 3 of the Ethics Act.
I� L , at Note 10.
This Commission filed a Petition for Allowance of Appeal in the C.P.C. case,
which Petition was denied. No. 614 M.D. Allocatur Docket 1997 (Pa. December 2,
1997). Therefore, C.P.C. is controlling on this jurisdictional issue.
Accordingly, we are constrained to hold that as a municipal Solicitor who is
retained by — as opposed to being an employee of — the Borough of Athens and the
Joint Code Enforcement Program in which the Borough of Athens participates, you are
not a public official /public employee subject to the conflict of interest provisions of the
Ethics Law.
However, it continues to be our interpretation of the Ethics Law that a ll
Solicitors are required to file Statements of Financial Interests. 65 P.S. §404(a).
Therefore, you are required to file Statements of Financial Interests providing full
disclosure as required by Sections 4 and 5 of the Ethics Law, each year such positions
are held and the year following termination of service in such positions.
Moreover, it is this Commission's view that every "person" is subject to Section
3(b) of the Ethics Law. Section 3(b) of the Ethics Law essentially provides that no
"person" shall offer or give to a public official, public employee, or nominee or
candidate for public office, or to a member of such an individual's immediate family,
or to a business with which such an individual is associated, anything of monetary
value based upon the offeror's /donor's understanding that the vote, official action, or
judgement of the public official, public employee, or nominee or candidate for public
office would be influenced thereby. We hold that a Solicitor, though not himself a
public official /public employee, may not engage in such conduct in his capacity as a
Foster, 98 -002
January 26, 1998
Page 4
"person." Of course, 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 your inquiry in light of the aforesaid developments in case law.
Based upon the above, your other inquiries need not be addressed.
Lastly, 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. Specifically not addressed herein is the
applicability of the Borough Code or the Rules of Professional Conduct.
Conclusion: A municipal Solicitor who is retained by — as opposed to being an
employee of — the governmental body is not a public official /public employee subject
to Section 3(a) of the Ethics Law. However, all Solicitors are required to file
Statements of Financial Interests pursuant to Sections 4 and 5 of the Ethics Law.
Furthermore, Section 3(b) of the Ethics Law applies to all "persons" including
"persons" who happen to be Solicitors, regardless of whether they are public
officials /public employees. Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Law.
This letter is a public record and will be made available as such.
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.
Finally, a party may request the Commission to reconsider its Opinion. The
reconsideration request must be received at this Commission within thirty days of the
mailing date of this Opinion. The party requesting reconsideration should present a
detailed explanation setting forth the reasons why the Opinion requires reconsideration.
By the Commission,
OYOAUSAU
Daneen E. Reese
Chair