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HomeMy WebLinkAbout92-618Thomas W. Ring, III, Esquire Dillon McCandless & Ring 128 West Cunningham Street Butler, PA 16001 STATE ETHICS COMMISSION 309 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL July 30, 1992 92 -618 Re: Conflict, Public Official /Employee, School Director, Use of Authority of Office or Confidential Information, Vote, Bus Driver, Contractor, Transportation Contract, School District. Dear Mr. King: This responds to your letters of June 12, 1992, June 25, 1992 and July 1, 1992, in which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Law presents any prohibition or restrictions upon a school director from participating in discussions relating to negotiations with a bus contractor and /or voting on the negotiated contract with the bus contractor, where the school director is employed part -time by the contractor as a bus driver. Facts: As the Solicitor for the South Butler County School District, you request an advisory on behalf of Mr. Richard Sefton, a School Director for the South Butler County School District. You state that Mr. Sefton was employed as a part -time bus driver during the previous school year (1991 - 1992). Mr. Seftof is not currently driving a bus for the company in question, which is a contractor to the School District, and he is not receiving compensation of any form at this time from the bus company. Mr. Sefton has not definitely committed to return to this position in the fall, although you state that "he most likely has a reasonable expectation of returning in the event that he desires to do so." (Letter of July 1, 1992 at 1). You state that the School District is commencing negotiations with regard to the matter of the bus contract between the District and the contractor by whom Mr. Sefton has been employed. You specifically ask whether Mr. Sefton is permitted to Thomas W. King, III, Esquire July 30, 1992 Page 2 participate in discussions among the Board Members relating to the negotiations with the contractor and further whether Mr. Sefton may vote on the negotiated contract. You additionally inquire as to whether the other eight Board Members are permitted to discuss the details of the contract and contract negotiations with Mr. Sefton in the event that Mr. Sefton is restricted from participation in the negotiation process. Noting that you are under a time constraint to conclude the bus negotiations prior to the commencement of school, you request an expedited advisory. Discussion: As a School Director for the South Butler County School District, Mr. Richard Sefton is a public official as that term is defined under the Ethics Law, and hence he is subject to the provisions of that law. Section 3(a) of the Ethics Law provides: Section 3. Restricted Activities. (a) No public official or public employee shall engage in conduct that constitutes a conflict. of .interest. The following terms are defined in the Ethics Law as follows: Section 2. 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. "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. "Authority of office or employment." The actual power provided by law, the exercise of Thomas W. King, 1II, Esquire July 30, 1992 Page 3 which is necessary to the performance of - duties and responsibilities unique to a particular public office or position of public employment -: •. "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 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. In addition, Sections 3(b) and 3(c) of the Ethics Law 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 action, or judgement of the public official/employee would be influenced thereby. Reference is made jo. 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 3( of the Ethics Law provides: Section 3.•` Restricted activities (f) . Info 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 Thomas W. King, III, Esquire July 30, 1992 Page 4 with the governmental body with which the public official.: or 'public employee is associated, unless the contract has been awarded through anopen and public process, including prior public notice and 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 � akinn of the contract or subcontract Parenthetically, where contracting is otherwise allowed or where there appears to be no expressed prohibitions to such contracting, the above particular provision of law would require that an open and public process must be used in all situations where a public official /employee, his spouse or child, or a business with which he or his spouse or child is .associated is otherwise appropriately contracting with his owrt governmental body in an amount of $500.00 or more. This open and public process would requires (1) prior public notice of the ... employment or contracting possibility; (2) sufficient time for a reasonable and prudent competitor/applicant to be able to prepare and present an application or proposal; (3) public disclosure of all applications or . proposals considered and; (4) public disclosure of the contract awarded and offered and accepted. Sectic 3(f) of the Ethics Law also requires that the public official /employee may not have any supervisory or overall responsibility as to the implementation or administration of the contract. Eee tion 3(j) of the Ethics Law provides as follows seotio A. _Rettri.cted activities. (j) Where voting conflicts are not otherwise addressed by the Constitution of Thomas W. King, III, Esquire July 30, 1992 Page 5 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. If a``confl3ict exists, Section 3(j) 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 applying the above: provisions of the Ethics Law to the circumstances which you have submitted, pursuant to Section 3(a) of the Ethics Law, a public official /public employee is prohibited from using the authority of public office /employment or confidential information received by holding such a public position for the private pecuniary benefit of the public official /public employee himself, any member of his immediate family, or a business with vhich he or a member of his immediate family is associated. It appears that Mr, Sefton is a part -time employee of the bus company which is a contractor to the School District, and that there is every reeson to believe that he will resume his employment duties with the bus company in the fall of 1992. Therefore, the bus company is a business with which Mr. Sefton is associated. Thomas W. King, III, Esquire July 30, 1992 Page 6 It is clear that Mr. Sefton would have a conflict of interest as to any bus : contracts and /or related " negotiations, ether with this bus company or its competitors. In Fletcher, Opinion 89 -018, a school director who was ennpi,oyed as a bus driver by a contracter transporting students for the school, district was "required to abstain from any matter involving the business with which she was associated or its competitors, as well as from other matte involving the transportation of school students /d. at 3-4. The school director was also , precluded from serving on the transportation committee which would consider contracts with her employer as well as with other transportation contractors. Id. See also, Mier, Opi.nign 89 -024. Similarly, Mr. Sefton would have a conflict of interest in matters pertalrinc to his own employer and /or its competitors. In each instance of a conflict of interest, Mr. Sefton would be required to abstain- from any participation of any nature whatsoever, including but not limited to taking part in discussions, lobbying for a particular result, exerting influence, and /or voting. Pursuant to Section 3(a), Mr. . Sefton would additionally be precluded from having access to confidential information regardi transporation contracts or related . " negotiations given the risk o disclosure of such confidential information which would defeat the negotiation process. See, 7n teen, flr, Opinion 90-017. Your final inquiry is whether the other eight Bowed ' M tubers are permitted to discuss the details of the contract and contract negotiations with Mr. . Sefton. Under these circumstances, Section 3(a) would not restrict the conduct of the other eight School Directors, assuming that they have no oonf lists themselves, begagse the "requisite element of a prohibited private pecuniary benefit would not be present as to those members Rather, Section $(a) would restrict the proposed conduct of Mr. Sefton who may not have access to such confidential information because hp would have a conflict of Interest. The burden :would be upon Mr. Sefton to refuse the proffered access to such confidential information Although you have ' not specifically questioned the applicability of .Section 3 (f) of the Ethics law to the prospective contract with "ice. Sefton' employer, it is.,parontheticolly noted that Section 3(f) would appear to apply and must be obaerved. The propriety of the proposed conduct has only been address under the Ethics Law; the applicability of any other etattstp,.: ode., ordinance, regulation or other code of Qonda.ct 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 pichoo1 Code. Timas W. King, III, Esquire Jay 30, 1992 _ Page 7 Conclusion: As a School Director for South Butler County School District, Mr. Richard Sefton is a public official subject to the provisions of the Ethics Law. Mr. Sefton would have a conflict of interest in matters pertaining to bus ` contracts and /or related n getiations, either as to his employer or its competitors In peach ,instance of a conflict of interest, Mr. Sefton would be required to abstain from any participation of any nature whatsoever, including but not limited to taking -part in discussions, lobbying for a particular result, exerting influence, and/or , "voting. . In each instance of a conflict of interest Mr: Sefton would be required to fully - satisfy the disclosure requirements of Section 3(j). Mr. Sefton may not have access-to confidential information pertaining to bus contracts or related negotiations, and he must refuse any proffered access to such gOnfidefti.al _information . The requirements of Section 3 (f) `must be gbgerved as to any contract valued at $500.0 or more between the School District and the bus company by which Mr. Sefton is e layed. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Law. Pursuant to Section 7(11), this 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, providing 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 request that the full Commission review this Advice. A personal appearance before the Commission will be scheduled and a formal: Opinion from the Commission will be issued. Any such, appeal must bein writing and must be received at the Commission within 15 days of the date of this Advice pursuant to 51 Pa. Code §2.12. S' cerely, ■"A '00r60 Vincent J. Dopko Chief Counsel r •