HomeMy WebLinkAbout02-535 MartinW. Thomas Andrews, Esquire
Mansell & Andrews
Suite 403
25 North Mill Street
New Castle, PA 16101 -3791
Dear Mr. Andrews:
ADVICE OF COUNSEL
March 15, 2002
02 -535
Re: Conflict; Public Official /Employee; Borough; Council Member; Business With
Which Associated; Trucking /Hauling Business; Business Relationship; Vote.
This responds to your faxed letters of February 14, 2002, and February 15, 2002,
by which you requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65
PAS. § 1101 et seq. presents any prohibition or restrictions upon a borough council
member who, inTis private capacity, owns a trucking /hauling business, with regard to:
(1) participating in council action to amend the borough's weight ordinances to increase
the weight limit on a major road in the borough, where the council member states that
his trucks have seldom used that road and he does not anticipate using it in the near
future; or (2) participating in matters before council involving a local cement plant with
which the council member's business has a business relationship.
Facts: As Solicitor for the Borough of Bessemer ( "Borough ") in Lawrence County,
Pennsylvania, you seek an advisory on behalf of Borough Council Member William T.
Martin, Jr. ( "Martin ").
In his private capacity, Martin is the owner and operator of Martin Trucking, Inc.
Martin Trucking, Inc. hauls cement from a large cement plant located within the
Borough. Although the cement plant, known as "ESSROC," is a large source of the
material hauled by Martin Trucking, Inc., it is not the only source.
The Borough is considering amending its weight ordinances to increase the
weight limit on the major north /south highway in the Borough, known as "North Main
Street." Martin has advised you that in the past, his trucks have seldom used this road,
and he does not anticipate using it again, at least in the near future.
You pose the following two questions:
Andrews /Martin 02 -535
March 15, 2002
Page 2
1. Whether Martin would have a conflict with regard to Council action to
amend the Borough's weight ordinances to increase the weight limit on
North Main Street; and
2. Whether Martin would have a conflict with regard to participating in
matters before Council involving ESSROC.
Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11)
of 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.
As a Borough Council Member, Martin is a public official subject to the provisions
of the Ethics Act.
Section 1103(a) of the Ethics Act provides:
§ 1103. Restricted activities
(a) Conflict of interest. - -No public official or public
employee shall engage in conduct that constitutes a conflict
of interest.
65 Pa.C.S. § 1103(a).
The following terms are defined in the Ethics Act as follows:
§ 1102. 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. The term 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.
"Business." Any corporation, partnership, sole
proprietorship, firm, enterprise, franchise, association,
organization, self - employed individual, holding company,
Andrews /Martin 02 -535
March 15, 2002
Page 3
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.
65 Pa.C.S. § 1102.
The above statutory definition of "conflict" or "conflict of interests" includes two
exceptions, hereinafter referred to as the "de minimis" exception and the
"class /subclass exception." The de minimis exception precludes a finding of conflict of
interest as to an action having a de minimis (insignificant) economic impact. The
class /subclass exception precludes a finding of conflict of interest if the following criteria
are met: (1) the public official /public employee, his immediate family member, or
business with which he or his immediate family member is associated is a member of a
class consisting of the general public or a subclass consisting of an industry,
occupation, or other group; and (2) the public official /public employee, his immediate
family member, or business with which he or his immediate family member is
associated is affected by the matter in question to the same degree as the other
members of the class /subclass.
Sections 1103(b) and 1103(c) of the Ethics Act 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 judgment 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 11030) of the Ethics Act provides as follows:
§1103. Restricted activities
(j) Voting conflict. - -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
Andrews /Martin 02 -535
March 15, 2002
Page 4
permitted to vote to break the tie vote if disclosure is made
as otherwise provided herein.
65 Pa.C.S. § 11030).
In each instance of a conflict, Section 11030) 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 the event that the required abstention results in the inability of the
governmental body to take action because a majority is unattainable due to the
abstention(s) from conflict under the Ethics Act, then voting is permissible provided the
disclosure requirements noted above are followed. See Mlakar Advice 91- 523 -S.
In applying the above provisions of the Ethics Act to your inquiry, you are advised
that Section 1103(a) of the Ethics Act does not generally prohibit public officials /public
employees from having outside business activities or employment; however, the public
official /public employee may not use the authority of his public position or confidential
information obtained by being in that position for the advancement of his own private
pecuniary benefit or that of a business with which he is associated. Pancoe Opinion 89-
011. Examples of conduct that would be prohibited under Section 1103(a) would
include: (1) the pursuit of a private business opportunity in the course of public action,
Metrick Order No. 1037; (2) the use of governmental facilities, such as governmental
telephones, postage, staff, equipment, research materials, or other property, or the use
of governmental personnel, to conduct private business activities, Freind, Order No.
800; Pancoe, supra; and (3) the participation in an official capacity as to matters
involving the business with which the public official /public employee is associated in his
private capacity, such as the review /selection of its bids or proposals, Gorman Order
No. 1041.
If a business with which the public official /public employee is associated or its
client(s) would have matter(s) pending before the governmental body, the public
official /public employee would have a conflict of interest as to such matter(s). Miller
Opinion No. 89 -024; see also, Kannebecker, Opinion 92 -010. In each instance of a
conflict of interest, the public official /public employee would be required to abstain from
participation and to satisfy the disclosure requirements of Section 1103(j) set forth
above.
In the instant matter, it is clear that Martin Trucking, Inc. is a business with which
Martin, as owner, is associated. It is also clear that a business relationship exists
between Martin Trucking, Inc. and ESSROC, such that a substantial portion of the work
of Martin Trucking, Inc. consists of hauling cement from ESSROC.
Therefore, you are advised that as a Borough Council Member, Martin would
generally have a conflict of interest under the Ethics Act as to matters that would
financially impact Martin; Martin Trucking, Inc.; ESSROC; or other clients /customers of
Martin Trucking, Inc. However, conflicts would not exist as to such matters if the "de
minimis" exception or the "class /subclass exception" to the definition of "conflict" or
"conflict of interest" would apply.
Your two specific questions shall now be addressed.
Your first question is whether Martin would have a conflict of interest with regard
to Council action to amend the Borough's weight ordinances to increase the weight limit
on North Main Street. The fact that Martin has advised you that in the past, his trucks
have seldom used this road, and he does not anticipate using it again in the near future
is not dispositive. In applying the elements of Section 1103(a) to the submitted facts,
Andrews /Martin 02 -535
March 15, 2002
Page 5
the necessary conclusion is that Martin would have a conflict as to such Council action if
Martin, Martin Trucking Inc., ESSROC, or other clients /customers of Martin Trucking,
Inc. would be financially impacted and neither the "de minimis" exception nor the
"class /subclass" exception to the definition of "conflict" or "conflict of interest" would be
applicable.
Your second question is whether Martin would have a conflict with regard to
matters before Council involving ESSROC. As noted above, generally, Martin would
have a conflict of interest as to matters that would financially impact ESSROC. See,
Miller supra; Kannebecker supra. See also Snyder v. State Ethics Commission 686
x843 (Pa. Cmwlth. 1996), alloc. 0029 M.D. Allocatur Docket 1997 (Pa.
December 22, 1997). However, conflicts would not exist when the "de minimis"
exception or the "class /subclass" exception would apply.
In each instance of a conflict, Martin would be required to abstain fully and to
satisfy the disclosure requirements of Section 1103(j) of the Ethics Act.
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 Borough Code.
Conclusion: As a Council Member for the Borough of Bessemer ( "Borough "),
William I Martin, Jr. ( "Martin ") is a public official subject to the p rovisions of the Public
Official and Employee Ethics Act ("Ethics Act "), 65 Pa.C.S. § 1101 et seq. Martin
Trucking, Inc. is a business with which Martin, as owner, is associated. As a Borough
Council Member, Martin would generally have a conflict of interest under the Ethics Act
as to matters that would financially impact Martin; Martin Trucking, Inc.; the cement
plant known as "ESSROC" with which Martin Trucking, Inc. has a business relationship;
or other clients /customers of Martin Trucking, Inc. Conflicts would not exist as to such
matters if the "de minimis" exception or the 'class /subclass" exception to the definition
of "conflict" or "conflict of interest" would apply.
Martin would have a conflict of interest with regard to Council action to amend
the Borough's weight ordinances to increase the weight limit on the Borough's "North
Main Street" if Martin, Martin Trucking Inc., ESSROC, or other clients /customers of
Martin Trucking, Inc. would be financially impacted and neither the "de minimis"
exception nor the "class /subclass" exception to the definition of "conflict" or "conflict of
interest" would be applicable.
In each instance of a conflict, Martin would be required to abstain and observe
the disclosure requirements of Section 11030) of the Ethics Act.
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
Andrews /Martin 02 -535
March 15, 2002
Page 6
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