HomeMy WebLinkAbout02-509 SpeersThomas J. Speers, Esquire
651 West Germantown Pike
Plymouth Meeting, PA 19462 -9998
ADVICE OF COUNSEL
January 24, 2002
02 -509
Re: Public Official /Public Employee; Solicitor; Retained /Employed; Township; Civil
Service Commission; Representing Private Clients Before the Zoning Hearing
Board and Township Council.
Dear Mr. Speers:
This responds to your letter of December 27, 2001, and fax of December 28,
2001, by which you requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Act presents any
prohibition or restrictions upon a solicitor for a township civil service commission who is
retained by - as opposed to being an employee of — the civil service commission, with
regard to representing clients before the township council or township zoning hearing
board.
Facts: Prior to January 1997, you served for eight years as a council member in
Plymouth Township ( "Township "), a First Class Township and Home Rule Municipality.
You are currently a practicing attorney with experience in municipal law, labor issues,
civil service, and zoning and land use, the latter of which requires you to regularly
appear before the Township Zoning Hearing Board, an independent quasi—judicial body.
You anticipate appearing before the Township Council on conditional use or land
development approval matters as well.
Recently, you were advised that the Civil Service Commission of Plymouth
Township ( "Commission ") would be requesting applications for a new solicitor. One of
the Civil Service Commission members suggested that you apply for the position.
You state that the Commission is an independent body whose members are
appointed by the Township Council. The Commission's duties include providing an
appeal process for Township civil service employees to question disciplinary actions,
and preparing eligibility lists for appointment and promotion within the Police
Department. You state that the only civil service employees in the Township are police
officers.
The Commission appoints its own solicitor who does not represent or come
under the control of the Township or the Township Council. You state that, in fact, the
Speers, 02 -509
January 24, 2002
Page 2
Commission could be adversarial to the Township if the Township would appeal a Civil
Service Commission decision.
The Civil Service Commission Solicitor is not a Commission employee and is not
paid an annual salary. Rather, the Solicitor is paid an hourly fee on an as— needed
basis.
Given the above, you ask whether you may continue to represent other clients
before the Township Zoning Hearing Board or Township Council.
After quoting the definitions of "political subdivision," "solicitor," "conflict or conflict
of interest," and "contract," you conclude that a solicitor for a township civil service
commission would not be prohibited from representing clients before the township
council or township zoning hearing board.
Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11)
of the Public Official and Employee Ethics Act ( "the Ethics Act "), 65 Pa.C.S.
§ §1107(10), (11), advisories are issued to the requestor based upon the facts which the
requestor has submitted. In issuing the advisory based upon the facts which the
requestor has submitted, the Commission does not engage in an independent
investigation of the facts, nor does it speculate as to facts which have not been
submitted. It is the burden of the requestor to truthfully disclose all of the material facts
relevant to the inquiry. 65 Pa.C.S. §1107(10), (11). An advisory only affords a defense
to the extent the requestor has truthfully disclosed all of the material facts.
In 1997 and 1999, the status of solicitors under the Ethics Act (Act 9 of 1989)
was clarified by certain rulings of the Commonwealth Court of Pennsylvania and the
Supreme Court of Pennsylvania.
In P.J.S. v. State Ethics Commission, 697 A.2d 286 (Pa. Cmwlth. 1997), the
Commonwealth Court of Pennsylvania held, inter alia, that the conflict of interest
provisions of the Ethics Act do apply to solicitors who are public employees and are not
just on retainer. The Supreme Court of Pennsylvania subsequently affirmed the
Commonwealth Court's decision in the P.J.S. case. P.J.S. v. State Ethics Commission,
555 Pa. 149, 723 A.2d 174 (1999).
However, in C.P.C. v. State Ethics Commission, 698 A.2d 155 (Pa. Commw. Ct.
1997), based upon an analysis of prior recedents 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 .J.S v. State Ethics Commission, 669 A.2d
1105 (Pa. Commw. Ct. 1996), the Commonwealth Court of Pennsylvania determined
that a municipal Solicitor who is retained by —as opposed to being an employee of— the
municipality is not a "public official" or "public employee" as defined in the Ethics Act
and therefore is not subject to the conflict of interest provisions of the Ethics Act. 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.
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January 24, 2002
Page 3
Based upon our review of the pleadings in this case and our
analysis of Ballou, Maunus and P.J.S., we conclude that CPC's conduct 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. 11), 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. 11 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.
Id., at Note 10.
The State Ethics Commission filed a Petition for Allowance of Appeal in the
C.P.C. case, which Petition was denied by the Supreme Court of Pennsylvania. See,
704 A.2d 640 (Pa. 1997).
The facts which you have submitted indicate that if you would become Solicitor
for the Plymouth Township Civil Service Commission, you would not be an employee of
the Civil Service Commission, but rather would be retained. Therefore, based upon
C.P.C., supra ou would not be considered a "public official" or a "public employee"
subject to the Ethics Act and specifically Sections 1103(a) (conflict of interest provision)
and 1103(f) (contracting provision). Hence, Sections 1103(a) and 1103(f) of the Ethics
Act would not have application to your representation of clients before the Township
Council and Zoning Hearing Board while you are solicitor for the Township Civil Service
Commission.
However, all Solicitors are required to file Statements of Financial Interests. 65
Pa.C.S. §1104(a); Foster, Opinion No. 98 -002. Therefore, you would be required to file
Statements of Financial Interests providing full disclosure as required by the Ethics Act,
each year the aforesaid position as Solicitor is held and the year following termination of
service in said position.
Moreover, it is the State Ethics Commission's view that every "person" is subject
to Section 1103(b) of the Ethics Act. Foster, Opinion No. 98 -002. Section 1103(b) of the
Ethics Act 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 judgment of the public official, public employee, or
nominee or candidate for public office would be influenced thereby. The State Ethics
Commission has held that a solicitor, though not himself a public official /public
employee, may not engage in such conduct in his capacity as a "person." Foster, supra.
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January 24, 2002
Page 4
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.
Lastly, the propriety of the proposed conduct has only been addressed under the
Ethics Act; the applicability of any other statute, code, ordinance, regulation or other
code of conduct other than the Ethics Act has not been considered in that they do not
involve an interpretation of the Ethics Act. Specifically not addressed herein is the
applicability of the respective municipal code or the Rules of Professional Conduct.
Conclusion: Based upon the submitted facts, if you would become Solicitor for
the Plymouth Township Civil Service Commission, you would be retained by - as
opposed to being an employee of — the Plymouth Township Civil Service Commission.
Therefore, you would not be considered a public official /public employee subject to the
Ethics Act. Consequently, Sections 1103(a) and 1103(f) of the Ethics Act would not
apply to you in the said capacity as Solicitor. However, all solicitors are required to file
Statements of Financial Interests pursuant to Sections 1104 and 1105 of the Ethics Act.
Furthermore, Section 1103(b) of the Ethics Act 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 Act.
Pursuant to Section 1107(11), an Advice is a complete defense in any
enforcement proceeding initiated by the Commission, and evidence of good faith
conduct in any other civil or criminal proceeding, provided the requestor has disclosed
truthfully all the material facts and committed the acts complained of in reliance on the
Advice given.
This letter is a public record and will be made available as such.
Finally, if you disagree with this Advice or if you have any
reason to challenge same, you may appeal the Advice to the full
Commission. A personal appearance before the Commission will be
scheduled and a formal Opinion will be issued by the Commission.
Any such appeal must be in writing and must be actually
received at the Commission within thirty (30) days of the date of this
Advice pursuant to 51 Pa. Code §13.2(h). The appeal may be received
at the Commission by hand delivery, United States mail, delivery
service, or by FAX transmission (717 -787- 0806). Failure to file such an
appeal at the Commission within thirty (30) days may result in the
dismissal of the appeal.
Sincerely,
Vincent J. Dopko
Chief Counsel