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HomeMy WebLinkAbout665-R UremovichSTATE ETHICS COMMISSION 308 FINANCE BUILDING HARRISBURG, PENNSYLVANIA 17120 ORDER OF THE COM ORDER NO. 665 -R DATE DECIDED: Februa 2 2, 1989 DATE MAILED: March 7, 1989 Mr. George F. Uremovich c/o Robert Ceisler, Esquire 321 Washington Trust Building Washington, PA 15301 Re: 87 -027 -C Dear Mr. Uremovich: The State Ethics Commission has received a complaint regarding you and a possible violation of Act 170 of 1978. On January inq a hearing in the matter was conducted and relevant evidence and' 1989, testimony was presented. The Commission has now completed its investigation. The individual allegations, conclusions, and findings on which those conclusions-are based are as follows: g 1. Allegation• That you, a Union Township Supervisor, violated Section 3(a) of the Ethics Act which prohibits a public employee's or public official's use of office or confidential information gained through that office to obtain financial gain, when you received compensation for duties other than roadmaster, laborer or secretary /treasurer and received townshi holiday pay without auditor approval. P paid insurance, overtime and A. Findings- 1. You served as an elected Township Supervisor in Union Townshi P, Washington County Pennsylvania. a. You served in this position from 1986. b. You were appointed as a township roadmaster. 2. Minutes of the Union Township Board of Auditors meetings indicate the following regarding compensation for supervisors. a. January 3, 1979 - seven per cent increase for supervisors was voted on and approved. Mr. George F. Uremovich Page 2 b. January 8, 1980 - increase of six percent for super- visors was voted on and approved. c. January 5, 1982 - compensation for supervisors was set at $6.80 per hour. d. January 4, 1983 - compensation for supervisors acting as roadmasters was fixed at $6.80 per hour. e. January 4, 1986 - compensation for roadmaster supervisors set at $9.41 per hour. f. January 6, 1987 - compensation was set for roadmaster supervisors who operate equipment at $9.81 per hour and $9.09 for those who do not. (i) It is noted that no other compensation was requested by the supervisors acting as roadmasters and therefore no motion or vote was made on insurance, paid vacation or paid holidays. g. January 5, 1988 - compensation for supervisor roadmasters set at $10.21 per hour with time and one half for work exceeding 8 hours per day or 40 hours per week. (i) George Uremovich and Steve Parrish requested hospitalization insurance for roadmasters /employees working full time or a minimum of 15 hours per week. (ii) The auditors also authorized certain paid holidays for supervisor /employees. 3. Pursuant to a standard procedure the Union Township Auditors would make a notation as the last item on the annual reorganizational meeting minutes indicating the compensation that had been fixed for the township supervisors. a. These notations indicate as follows: (i) January 5, 1981 - wages for supervisor - roadmasters, $6.80 per hour. (i Mr. George F. Uremovich Page 3 (ii) January 4, 1982 - wages for supervisor- . $6.80 per hour. January 3, 1983 - wages for supervisor roadmasters, $6.80 per hour. (iv) January 3, 1984 - wages for supervisor_ roadmasters,-$7.15 per hour. (v) January 7, 1985 roadmasters, $9 (vi) January 7, 1986 roadmasters, $9. - wages for .11 per hour - wages for 46 per hour supervisor- supervisor- (vii) January 5, 1987 - wages for supervisor - roadmasters fixed at $9.09 for non - operators and $9.81 for operators. 4 . A review of the minutes of the township supervisor meetin g for the years 1981 through 1987 do not indicate any action or discussion of health medical or hospitalization insurance benefits for township supervisors. 5 . The minutes of a meeting of the township supervisors on October 5, 1983 indicate that on motion of Gabig, second by the sec retary /treasurer was authorized to increase life insurance coverage on employees to $20,000 per person. 6. Records obtained from the Trustees Insurance Fund, Cam Hill, PA provide as follows: p a. State Mutual Life Assurance Company of America group insurance enrollment card for hospitalization, life and weekly indemnity coverage for George and Elizabeth Uremovich dated October 27, 1986. (i) Enrollment is for insurance as a Union Township employee. (ii) Occupation listed as roadmaster. b. Premium statements (annual) for hospitalization coverage for you (no. 44948) indicate as follows: Mr. George F. Uremovich Page 4 (i) Statement Date Amount November 10, 1986 $1,687 (pro -rated 11/1/86 to 10/31/87) September 15, 1987 $1,857 (ii) The township auditors approved this coverage for 1988 and therefore $1,547.50 of the payment for the statement of September 15, 1987, (The amount for the period after January 1, 1988) was authorized as part of your compensation. c. Premium statements (annual) for life insurance coverage for you, (no. 62- 04 -20), indicate as follows. (i) Statement Date Amount 11/1/86 $173 (pro -rated 11/1/86 to 8/31/87). 7/15/87 $207.40 (ii) The township auditors - approved this coverage for 1988 and therefore $138.28 of the statement of July 15, 1987, (the amount for the period after January 1, 1988) was authorized as part of your compensation. d. Premium statements (annual) for disability insurance coverage for you, (no. 20214) indicate as follows: (i) Statement Date Amount 11/1/86 $11.75 (pro -rated 11/1/86 to 1/31/87) 12/15/86 $41.00 12/15/87 $41.00 Date 6/27/86 7/4/86 9/1/86 Mr. George F. Uremovich Page 5 (ii) The auditors approved this therefore the payment ($41 statement, dated 12/15/87, of your compensation. 7. A Union Township audited financial statement dated December 3, 1983 to the township board of supervisors from the township board of auditors contained the following comment as an area of concern: a. Insurance coverage for supervisors as a question by PA Ethics Commission. Practice under 8. By letter dated March 23, 1983 to the Union Township Board of Supervisors, Township Solicitor Robert L. Ceisler advised the supervisors that they could participate in the township's insurance policies so long as the policy identifies th group supervisors as employees. 9. By memo dated April 13, 1987 to the Union Township Board of Supervisors, Township Solicitor Robert L Ceisler supervisors that a supervisor who is also roadmaster advises the eligible to receive health insurance benefits but that the affirmative approval of the auditors must be obtained. 10. Township records contained an update memo from the Pennsylvania State Association of Township Supervisors dated March 5, 1984 noting a recent Ethics Commission ruling determining that a non - employed township supervisor was not eligible to receive insurance benefits at the township expense. (i) The memo advises supervisors to consult with the township solicitor. 11. Payroll records of Union Townshi relating to overtime and holiday pay that you the following Y P y that you reeceived: Holiday July 4th Labor Day coverage in 1988 and ) for the 1988 was authorized as part Surplus Overtime Food Hours Rate Paid $ 2 14.19 8 9.46 8 9.46 28.38 75.68 75.68 Mr. George F. Uremovich Page 6 9/10 9/11 9/17 9/24 9/25 9/30 11/4 11/27 11/28 12/25 1/1/87 1/2 1/22 1/23 2/8 3/23 3/24 3/25 4/4 4/17 9/7 11/3 11/26 11/27 12/5 12/15 12/16 12/25 5/25 6/1 7/3/87 12/17 12/16 TOTALS 12. Michael Election Day Thanksgiving Day Holiday n Christmas New Years Day Good Friday Labor Day Election Day Thanksgiving Day Holiday N Christmas Decoration Day Holiday 4th of July 16 2 1 2.5 3 4.5 3.5 3 5 3 3 .5 .5 36 28 128 T. Borne testified as follows: 14.19 14.19 14.19 4 9.46 4 9.46 14.19 8 9.46 8 9.46 8 9.46 8 9.46 8 9.81 14.72 14.72 14.72 14.72 4 9.81 4 9.81 4 9.81 14.72 8 9.81 8 9.81 8 9.81 8 9.81 8 9.81 14.72 4 9.81 4 9,81 14.72 8 9.81 8 9.81 8 9.81 8 9.81 14.72 14.72 28.38 14.19 35.47 37.84 37.84 7.10 75.68 75.68 75.68 75.68 78.48 44.16 66.24 51.52 44.16 39.24 39.24 39.24 73.60 78.48 78.48 78.48 78.48 78.48 44.16 39.24 39.24 44.16 78.48 78.48 78.48 78.48 7.36 44.16 $2043.80 a. He served as an Auditor in Union Township from 1981 to 1986. b. The auditors in their reorganizational meeting approved the applicable hourly rate for supervisors. Mr. George F. Uremovich Page 7 c. The supervisors never requested the auditors to approve insurance benefits, overtime pay or holiday pay. d. He did not speak to the supervisors about benefits but the auditors made internal comments regarding supervisors' compensation. e. The auditors received a letter from the solicitor questioning the auditors' authority on some of the internal comments. f. After the auditors became aware that the supervisors were receiving insurance benefits, they wrote letters to DCA and to the State Ethics Commission. The auditors received a response from either DCA or the State Ethics Commission that the supervisors would not be entitled to insurance benefits. g. h. In the 1983 Audit Statement, the auditors questioned whether the supervisors were full -time employees so as to be entitled to receive paid holidays. i. He did not think any - supervisor was a full -time employee. j. Jack Gabig, as a supervisor, was working 40 hours a week and would be full -time. k. The auditors approved only the hourly rate as compensation for supervisors. 1. The auditors felt that supervisors should be treated comparably to road workers regarding the applicable hourly rate. m. The auditors made several expressions that the supervisors were not entitled to benefits. n. The auditors did not surcharge the supervisors. 13. Donald Bucich provided the following testimony: a. He served as an Auditor in Union Township for six years. Mr. George F. Uremovich Page 8 b. After a reorganizational meeting, the auditors set the hourly rate for compensation for supervisors. c. Aside from 1988, there was never any request to approve insurance coverage for supervisors. d. There was pay. e. After the receiving practice. f. The auditors questioned the practice by referencing it in an internal comment to the 1983 Audit Statement. The auditors received a copy of a letter from the solicitor to the supervisors expressing his legal opinion that the practice was legal. h. After discussions with people in other townships and the DCA, the auditors questioned the practice in the 1984 Audit Statement. g. i. The supervisors did not request approval insurance or holiday pay or vacation pay j• never any request to approve holiday or vacation auditors learned that the supervisors were insurance benefits, they decided to question the The chairman of the Board told him that authority to rule on something to which entitled. k. The auditors did not intend to deprive the supervisors of a comparable hourly rate that employees received. 1. The auditors did not surcharge the superisors. m. The supervisors participated in the same insurance plan that was provided for all township employees. n. The insurance plan was in existence prior to the time that you became a supervisor. o. Overtime pay had to be approved as compensation. in 1986 or 1987 for the auditors had no the supervisors were Mr. George F. Uremovich Page 9 p. The auditors did not approve or surcharge as to overtime. 14. Larry Spahr provided the following testimony: a. He is a supervisor in Union Township since 1978. b. The prior Board of Supervisors, before he became a member o the Board, provided group insurance to township employees. of c. The township plan provides coverage to all employees. d. The township plan does not treat the supervisors differently then any other members of the plan. e. The plan does not provide the supervisors with the possibility of realizing any cash or divided annuity. f. He had three conversations with Dan Bucich about insurance and recommended that the Board of Auditors seek a legal opinion. g. A second conversation occurred in Dave Mathies' Office wherein Mr. Gabig was also present. h. The third conversation was among Mr Bucich [sic] and Mr. Gabig regarding a second opinion solicitor that contradicted his prior opinion. i. Mr. Bucich expressed his concern that if insurance cover were dropped, the township might incur a liability. age j. In his conversation with Mr. statement as one o Bucich, he considered Bucich's versus potential liiabilityhofhtheltownshisurance coverage k. Holiday and overtime pay P p Y were part of the benefit under the road employees' contract. 1 . The provisions for holiday and overtime had been in all contracts beginning at a point in time prior to his becoming a supervisor. m. He received holiday and overtime pay on occasion. Mr. George F. Uremovich Page 10 p. The roadmasters in employed to do the n. The benefits received by the supervisors are no different than those received by the road crew under the collective bargaining agreement. o. He was paid for surplus food distribution on two occasions q. Overtime occurred CP -2 jobs. Union Township have been traditionally food distribution. for either resurfacing of roads or state r. Snow removal would also warrant working overtime. t. He voted for payment of insurance premiums. u. He admitted that the auditors never approved compensation for the supervisors. w. The supervisors never formally requested the auditors to include insurance as part of their compensation. a. You became a Union Township Supervisor in January, 1986. b. You began receiving insurance benefits in October, 1986. s. Township insurance benefits were billed to the township and he voted to pay those premiums as part of a list of bills. v. The supervisors received an opinion from the solicitor that the supervisors /employees had the right to participate in the program. x. After the solicitor issued a second opinion, he informed Mr. Gabig that the auditors would be contacted regarding dropping the insurance. y. Since he works full -time as Director of Elections, his position in the township is part -time. 15. You provided the following information in relation to the instant situation to a State Ethics Commission investigator: Mr. George F. Uremovich Page 11 c. You were merely following past practice by enrolling in the insurance programs. d. You were not aware that auditor approval was necessary as a pre condition to the receipt of insurance benefits. e. The solicitor informed the supervisors in 1987 that they could obtain insurance benefits if the auditors approved it. f. The supervisors decided to wait until 1988, the next year to seek such approval. g. The auditors should have told you that you were not entitled to these benefits. h. Jack Gabig, another supervisor, told you that you were entitled to overtime and holiday pay. )• 1. You were not aware that the auditors had to approve overtime pay or holiday pay. Distribution of butter and cheese is part of the road worker function. k. You did not intentionally violate any rules. 1 . The overtime pay and holidaa was received by other members of the roadtcrew. as that 16. You testified as follows: a. You are a supervisor and full -time roadmaster who works a forty hour week and overtime on occasion. b. You voted to pay insurance premiums like all other bills. c. Prior to 1988, you did not request the Board of Auditors to approve insurance, holida pay as part of your compensation. y pay or overtime Mr. George F. Uremovich Page 12 d. You do not receive vacation, sick or personal days. e. You received holiday pay in 1986 and 1987. B. Discussion: As a township supervisor, you are a public official as that term is defined in the State Ethics Act. 65 P.S. §402; Sowers, Opinion 80 -050. As such, you are subject to the provisions of the Ethics Act and the restrictions therein are applicable to you. Generally, the State Ethics Act provides as follows: Section 3. Restricted Activities. (a) No public official or public employee shall use his public office or any confidential information received through his holding public office to obtain financial gain other than compensation provided by law for himself, a member of his immediate family, or a business with which he is associated.' 65 P.S. §403(a). The first matter for consideration involves your receipt of township paid insurance benefits. Within the above provision of law, this Commission has previously determined that a township supervisor may not receive at the township's expense, health, hospitalization, medical and life insurance benefits when such supervisor acts only in the capacity of a supervisor. Krane, Opinion 84 -001; Cowie, Opinion 84 -010. Additionally, even if such a supervisor is employed by the township as a superintendent, secretary /treasurer, roadmaster or laborer in accordance with the Second Class Township Code, such benefits are considered compensation and must, therefore, be fixed as such by the township board of auditors. See Svnoski v. Hazle Township, 93 Pa. Commw. 168 500 A.2d 1282, (1985); In re: Appeal of the Auditors Report of Muncv Creek Township, Pa. Commw. Ct. 520 A.2d 1241, (1987); Hunt, Order 348 -R. The foregoing principle was recently reaffirmed by Pennsylvania Commonwealth Court in Yocabet v. State Ethics Commission, Pa. Commw. Ct. _ 531 A.2d 536 (1987) filed at 834 C.D. 1986 on September 18, 1987. In the cited case, the Court held inter alia that a township supervisor violated Section 3(a) of the Ethics Act when he received a salary for the position secretary /treasurer which Mr. George F. Uremovich Page 13 had not been set by Order of the Ethics the financial gain, the auditors. The Court, in affirming the Commission which required a restitution of noted on page 539 of its Opinion: "Section 7 of the Ethics Act instructs the Commission to investigate situations where there is a reasonable belief that financial conflict may exist, and if conflict is found, to require the offender to remove himself from the conflict wit out ain." (Emphasis supplied). Any benefits received other than as provided for above, would constitute a financial gain obtained in violation of the State Ethics Act. See McCutcheon v. State Ethics Commission, 77 Pa. Cmwlth. 529 466 A.2d 283 (1983); Conrad v. Exeter Townshi , 27 D & C 3d 253, (1983). These principles of law ar now well settled and constitute the law under which this situation must be reviewed. See In re: Re ort of Audit of outh Union Townshi 47 Pa. Commw. 1, 407 A.2d 906, (1979). In the instant matter, you were the township supervisor /roadmaster. The record reflects that you have received township paid benefits from October, 1986. It is clear from the above analysis that a employee supervisor may only receive these paid township insurance benefits only if the requisite auditor approval was given. No such approval (prior to 1988) was given in this case as can be verified from the auditor's minutes. Further, your township solicitor specifically noted in a April 13, 1987 memo that the auditors would have to approve these benefits. Under these circumstances, you received insurance benefits without the requisite auditor approval and hence you received a financial gain which is not part of your authorized compensation. See McCutcheon v. State Ethics Commission, supra. It should also be noted that even if these benefits had been received in good faith, such would not be controlling. Good faith receipt of such benefits, even when based upon a solicitor's advice, will not alleviate the necessity of a public official reimbursing his governmental body for the receipt of a financial gain for which he was not entitled. County v G A. 353, 1987 See McCutcheon Ethics Commission, 79 Pa. 639, 36 supra; K 353 A ( ); McCutcheon v. p peal, 66 Pa. Commw. 1, Mr. George F. Uremovich Page 14 444 A.2d 761, (1982). As a result, you must reimburse the township for this financial gain. The State Ethics Act provides as follows: Section 9. Penalties. (a) Any person who violates the provisions of Section 3(a) and 3(b) is guilty of a felony and shall be fined not more than $10,000 or imprisoned for not more than five years, or be both fined and imprisoned. 65 P.S. Section 409(a). (c) Any person who obtains financial gain from violating any provision of this act, in addition to any other penalty provided by law, shall pay into the State Treasury a sum of money equal to three times the financial gain resulting from such violation. 65 P.S. Section 409•(c). In addition to the above, the State Ethics Act provides that the Commission may forward the "results of any investigation to the appropriate prosecuting authority unless the alleged offender removes himself from the conflict of interest by divesting himself of any financial gain received in violation of the State Ethics Act. 65 P.S. §407 9(iii). See also McCutcheon v. State Ethics Commission, supra, the Commission may order restitution of financial gains received in violation of the law. The last matter relating to insurance benefits which must be addressed by this Commission concerns House Bill 1577 of 1987 which was signed into law on March 30, 1988 as Act 41 of 1988. Since the foregoing Act provides amnesty for pension /insurance benefits received by township supervisors for the period between January, 1959 and March 31, 1985 only, that Act has no application to the instant matter. Therefore, under the above provision of law, the insurance benefits that you received between October, 1986 and 1988 when auditor approval was received would violate Section 3(a) of the Ethics Act. In this case, you received a financial gain of Mr. George F. Uremovich Page 15 C $2,291.37 in the above period. The foregoing amount must be returned to your governmental body, Union Township. Turning to the matter of your receipt of pay or overtime or holiday pay, Section 515 of the township code sets forth when supervisors may receive compensation. Generally, township supervisors may be employed by the township as a roadmaster, laborer, or secretary /treasurer as noted above. 53 P.S. §65515; 65531; 65540. Township supervisors may not receive any other compensation except as provided. This concept has been upheld by various courts in the Commonwealth. In Coltar v. Warminster Township, 8 Pa. Commw. Ct. 163, 302 A.2d 859, (1973), the Commonwealth Court of Pennsylvania held that a second class township supervisor may not appoint himself to positions other than those set forth in the township code ( roadmaster, laborer, or secretary /treasurer), and receive compensation therefore. See also Conrad v. Exeter Township, supra. It is clear, therefore, that the duties for which a township supervisor may be compensated are strictly regulated by the township code; the supervisor's pay must be specifically, set forth by the township compensated for services rendered in that position, pay _ l u ho overtime pay for which you were compensated were not related to your roadmaster position but were related to the office supervisor. You, thus, received compensation that was not part of that provided for by law. Further, this Commission has already held that township auditors have no authority to fix compensation for township supervisors who are performing duties outside of those fixed by law or for working in positions not established in the township code. Nanovic, 85-005. The auditors have indicated they did not approve this "pay;" in any event, the auditors did not have the power to fix a compensation that was not allowed by law and that was regulated by statute (compensation as a supervisor). You, however, argue that there should be no violation on a "philosophical basis" because the supervisors have acted ethically and have done nothing for which they should be criticized. The difficulty with this argument is that this Commission must apply the Ethics Act and may not decide cases on Mr. George F. L'removich Page 16 some amorphous concept of ethics. Snyder v. Thornburgh 496 Pa. 324, 437 A.2d 1 (1981). It is then suggested that the McCutcheon case is distinguishable because the supervisors, in the cited case, only took insurance for themselves. This argument fails by virtue of the decisions in the Svnoski and Muncv Creek Township cases, supra. As to the assertion that these benefits which were received were comparable to other employees, the crucial element is that working supervisors must obtain auditor approval for these benefits and that was not done. Your argument that your solicitor's opinion is a good faith defence has been discussed and rejected, supra. You then argue that Act 41 of 1988 warrants a dismissal of the complaint on the theory that working supervisors did not need auditor approval effective March 30, 1988. You assert that Act 41 indicates a legislative intent that this coverage was proper without auditor approval. The - argument -is- fatally flawed because the General:=Ass-; lyt only ptbvidedr rn aty=forthe period- between January 1, 1959 and March 31, 1985; the legislative intent' is clear that the amnesty ends as of March 31, 1985. Since restitution is ordered for the period after March 31, 1985, this order is consonant with Act 41 and the legislative intent therein. As for the holiday pay and overtime pay, the fact that the requisite auditor approval was lacking defeats that argument. As a result, this Commission finds that you received compensation in the form of holiday pay and overtime pay that was not in accordance with that set forth by law. The gain which you received for this type of pay amounts to $2043.80. C. Conclusion and Order: 1. As a township supervisor in Union Township, you are a "public official" and, as such, are subject to the provisions of the Ethics Act." 2. You violated Section 3(a) of the Ethics Act when you received a gain through public office consisting of township paid insurance benefits Mr. George F. Uremovich Page 17 which gain is not compensation provided for by law in that such benefits had not been fixed and approved by the township auditors as part of your lawful and authorized compensation during the period between October, 1986 and 1988 when you received auditor approval, which gain amounts to $ 3. You violated Section 3(a) of the Ethics Act when you received holiday pay and overtime pay as a supervisor which was not within the compensation provided in the Second Class Township Code, which gain amounts to $ 4. The total financial gain which you received from insurance benefits and holiday was not part of the compensation tion provi ed by amounts to $4,335.17. 5. You are hereby ordered to remit to the State Ethics Commission, within thirty (0) days of the date of this order, the amount of $4,335.17, made payable to Union Township as restitution for the financial gain that you received. 6. Failure to comply with the provisions of this order will result in a referral of this matter to the appropriate law enforcement authority for further civil or criminal proceedings. Our files in this case will remain confidential in accordance with Section 8(a) of the Ethics Act, 65 P.S. 408(a). However, this Order is final and will be made available as a public document 5 business days after service (defined as mailing). Mr. George F. Uremovich Page 18 Any person who violates the confidentiality of a Commission proceeding is guilty of a misdemeanor and shall be fined not more than $1,000 or imprisoned for not more than one year or both, see 65 P.S. 409(e). The confidentiality provision does not restrict respondents consultation with legal counsel. By the Commission, Joseph W. Marshall, III Chairman