HomeMy WebLinkAbout98-006 BehringerMichael P. Behringer
36 Treasure Lake
DuBois, PA 15801
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
Monsignor Joseph G. Quinn
Boyd E. Wolff
Julius Uehlein
Louis W. Fryman
DATE DECIDED: 7/24/98
DATE MAILED: 8/7/98
98 -006
Re: Conflict, Public Official /Employee, Township Supervisor, Business with which
Associated, Treasure Lake Property Owners Association, TLPOA, Appeal of
Advice.
Dear Mr. Behringer:
This Opinion is issued pursuant to your appeal of Advice of Counsel, No. 98-
532 issued March 19, 1998.
I. ISSUE: Whether and to what extent the Public Official and Employee Ethics
Law would restrict a township supervisor in matters involving a particular property
owners association, where the township supervisor, in his private capacity, is
employed by the property owners association as a patrolman with its security police
department.
II. FACTUAL BASIS FOR DETERMINATION:
By faxed transmissions received April 17 and April 23, 1998, you timely
appealed Behringer, Advice of Counsel, No. 98 -532, issued March 19, 1998.
In your initial letter requesting an advisory, you provided facts which may be
fairly summarized as follows.
In your public capacity, you are an elected Township Supervisor for Sandy
Township in Clearfield County. In your private capacity, you are employed full -time by
the Treasure Lake Property Owners Association ("TLPOA ") as a patrolman with its
security police department.
Behringer, 98 -006
August 7, 1998
Page 2
The TLPOA is a non - profit organization. It represents the property owners of a
private planned residential development ( "Development ") in Sandy Township. The
TLPOA is responsible for managing the Development and its various amenities. The
TLPOA has a large employee pool with several departments, an extensive
administrative office, and its own Road Department.
About 46% of the residents of Sandy Township live in the said Development.
Thus, a significant amount of time is spent by the Township Board of Supervisors on
TLPOA - related items. Furthermore, there are transactions between the TLPOA and
Sandy Township involving purchases /sales of road salt and other items.
You state that the Manager of Sandy Township feels that, because you are
employed by the TLPOA, you have a conflict of interest and should not vote on any
issues relating to the TLPOA "from road salt to subdivision changes." It is your
position that you would only have a conflict of interest in matters affecting the
security department of the TLPOA. You contend that any other TLPOA matters would
benefit the community as a whole and not you.
You concluded your request by asking whether you may vote on matters
regarding the TLPOA.
Advice of Counsel No. 98 -532 reached the following conclusions:
1) As a Township Supervisor, you are a "public official" and are subject
to the provisions of the Public Official and Employee Ethics Law ( "Ethics
Law ");
2) As a property owners association, the TLPOA would be within the
definition of "business" as set forth in the Ethics Law;
3) The fact that the TLPOA is non - profit would not disqualify it as a
"business ";
4) Based upon your status as an employee of the TLPOA, the TLPOA
would be a business with which you are associated;
5) In your capacity as a Township Supervisor, you would have a conflict
of interest in matter(s) before the Township which would result in a
private pecuniary benefit to your employer, the TLPOA, regardless of
whether such matters would relate to the TLPOA's security department
specifically;
6) In each instance of a conflict of interest, you would be required to
abstain from participation and to fully satisfy the disclosure requirements
of Section 3(j) of the Ethics Law; and
7) The restrictions of Section 3(f) of the Ethics Law would have to be
observed as to contracts between the TLPOA and Sandy Township
where such contracts would be valued at $500 or more.
The letter by which you appealed the Advice of Counsel did not delineate the
nature of your objection to the Advice of Counsel. Rather, you simply indicated that
you were exercising your right to appeal.
Behringer, 98 -006
August 7, 1998
Page 3
By letter dated July 7, 1998, you were notified of the date, time and location
of the public meeting at which the appeal was to be considered. It is noted that you
neither attended nor were represented at that public meeting. However, on July '17,
1998, you filed a Brief in which you presented the following arguments.
You state that you agree with the "Purpose" of the Ethics Law as it is set forth
in Section 1 of the Law. You also agree that the Ethics Law should be liberally
construed. However, you contend that "reasonableness should always be a
benchmark." Brief, at 3. It is your view that "extreme" interpretations will have a
"chilling effect" and will discourage people from seeking or holding public office, and
that the Advice of Counsel takes an "extreme position."
You assure this Commission that you would abstain in any situation in which
you would have a financial interest. You concede that, hypothetically, you would have
a conflict of interest in decisions concerning a "business" with which you would be
associated. However, you do not believe that the TLPOA, which acts as the governing
body of the Treasure Lake development, would "neatly fit" within the Ethics Law's
definition of "business." You point out that the TLPOA is a non - profit organization.
You state that the TLPOA does not own a substantial amount of assets compared to
the size of Treasure Lake.
Additionally, you argue that your own job as a patrolman /security officer is "de
minimis" within the entire TLPOA organization. You argue that your decisions as a
Township Supervisor with respect to Treasure Lake would, for the most part, have
absolutely no effect on your position as a patrolman. You cite the example of road salt
transactions as having no impact whatsoever on your duties or financial interest in a
private capacity.
Finally, you argue that a "common sense reading" is needed in this case, so that
the intent of the Ethics Law will be achieved.
Our review of this matter is de novo.
III. DISCUSSION:
We shall initially set forth the pertinent provisions of the Ethics Law which are
to be applied in this matter.
Sections 3(a) and 3(f) of the Ethics Law provide as follows:
Section 3. Restricted Activities.
(a) No public official or public employee shall
engage in conduct that constitutes a conflict of interest.
(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
Behringer, 98 -006
August 7, 1998
Page 4
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(a), (f).
The elements of a conflict of interest are set forth in the statutory definition
which provides as follows:
"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.
The following terms pertinent to our analysis are defined in the Ethics Law as
follows:
"Authority of office or employment." The actual
power provided by law, the exercise of which is necessary
to the performance of duties and responsibilities unique to
a particular public office or position of public employment.
"Business." Any corporation, partnership, sole
proprietorship, firm, enterprise, franchise, association,
organization, self - employed individual, holding company,
joint stock company, receivership, trust or any legal entity
organized for profit.
"Business with which he is associated." Any
business in which the person or a member of the person's
immediate family is a director, officer, owner, employee or
has a financial interest.
"Contract." An agreement or arrangement for the
acquisition, use or disposal by the Commonwealth or a
political subdivision of consulting or other services or of
supplies, materials, equipment, land or other personal or real
property. "Contract" shall not mean an agreement or
Behringer, 98 -006
August 7, 1998
Page 5
65 P.S. §402.
arrangement between the State or political subdivision as
one party and a public official or public employee as the
other party, concerning his expense, reimbursement, salary,
wage, retirement or other benefit, tenure or other matters
in consideration of his current public employment with the
Commonwealth or a political subdivision.
Finally, Section 3(j) of the Ethics Law provides as follows:
(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.
65 P.S. §403(j).
In applying the above provisions of the Ethics Law to the facts which you have
submitted, we agree with and affirm Advice of Counsel, No. 98 -532. Each conclusion
reached in the Advice of Counsel is based upon established precedent and /or a
straightforward application of the pertinent provisions of the Ethics Law.
First, it is clear — and it would appear that you do not contest the fact — that
in your capacity as a Township Supervisor for Sandy Township, you are a "public
official" and are subject to the provisions of the Ethics Law, Act 9 of 1989, P.L. 26,
65 P.S. §401 seq. See, e.g., Snyder, Order No. 979 -2, aff'd., Snyder v. State
Ethics Commission, 686 A.2d 843 (Pa. Commw. Ct. 1996).
Second, the TLPOA is clearly a "business." The TLPOA is an association. The
statutory definition of "business" specifically includes associations. Although the
Advice of Counsel correctly noted our view that the definition of the term "business"
is very broad, See, Novak, Opinion No. 91 -009, in this case, even a strict
interpretation would reach the same conclusion.
Behringer, 98 -006
August 7, 1998
Page 6
Your argument as to the amount of the TLPOA's assets compared to the size
of Treasure Lake has no legal relevance under the Ethics Law. Furthermore, the Advice
of Counsel was correct in its conclusion that the fact that the TLPOA is non - profit
would not disqualify it as a "business." In Soltis - Sporano, Order No. 1045, we held
that a non - profit corporation would be within the definition of "business." Id. at 31
(Citing Confidential Opinion No. 89 -007; McConahy, Opinion No. 96 -006). Our
analysis as set forth in that Order equally applies to the other specific forms of entities
listed in the statutory definition, including "associations." Our interpretation of the
definition is that the word "or" in the final phrase "or any legal entity organized for
profit," is disjunctive, and that the repeated use of the word "any" within the definition
precludes any interpretation that the words "legal entity organized for profit" modify
any of the preceding itemized forms of entities. Despite the submitted fact that the
TLPOA is "non- profit," it is clearly a "business" as defined by the Ethics Law.
Having established that the TLPOA is a "business," it is also certain that the
TLPOA is a business with which you, as its employee, are associated. Your
employment status in and of itself is sufficient to satisfy the statutory definition of
"business with which he is associated." Your characterization of your job as "de
minimis" within the entire TLPOA organization has no legal relevance under the Ethics
Law.
Given that the TLPOA is a business with which you are associated, a
straightforward application of Section 3(a) mandates the further conclusion that in
your capacity as a Township Supervisor, you would have a conflict of interest where
the use of the authority of your public office, or confidential information obtained by
being in that position, would result in a private pecuniary benefit for your employer,
the TLPOA, regardless of whether there would be any financial impact upon you
personally, or upon your position with the TLPOA.
As for your theory that a conflict would only exist as to matters involving the
security department of the TLPOA, such is erroneous and contrary to the Ethics Law,
which draws no such distinctions.
In each instance of a conflict of interest, you would be required to abstain fully
and to fully satisfy the disclosure requirements of Section 3(j) set forth above.
As for Section 3(f), the facts which you have submitted establish that there are
instances where the TLPOA and Sandy Township engage in transactions involving the
purchase /sale of road salt and other items. Such transactions would fall squarely
within the Ethics Law's definition of "contract" as set forth above, and would be
subject to the Section 3(f) restrictions where valued at $500 or more.
We find that Advice of Counsel, No. 98 -532 reflects a straightforward
application of the Ethics Law and this Commission's precedent. It is neither "extreme"
nor contrary to a "common sense" reading of the Ethics Law. Finally, although we
recognize that you disagree with the Advice of Counsel, we do not believe that it will
have a chilling effect so as to discourage people from seeking or holding public office.
Based upon all of the above, Advice of Counsel, No. 98 -532 is affirmed.
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.
Behringer, 98 -006
August 7, 1998
Page 7
IV. CONCLUSION:
A township supervisor is a public official subject to the provisions of the Ethics
Law. A non - profit property owners association which employs the township supervisor
is a "business with which he is associated" as defined in the Ethics Law. The township
supervisor would have a conflict of interest where the use of the authority of his public
office, or confidential information obtained by being in that position, would result in
a private pecuniary benefit for his employer, the property owners association,
regardless of whether the matter in question would affect him or his position, or would
involve the particular department of his employer at which he works. In each instance
of a conflict of interest, the township supervisor would be required to fully abstain
from participation and to fully satisfy the disclosure requirements of Section 3(j) of the
Ethics Law. The restrictions of Section 3(f) of the Ethics Law would have to be
observed as to contract(s) between the property owners association and the township
where such contract(s) would be valued at $500 or more. Advice of Counsel, No. 98-
532 is affirmed.
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.
This letter is a public record and will be made available as such.
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,
cYoalbxJ6 efuc.i
Daneen E. Reese
Chair