HomeMy WebLinkAbout80-053 NorrisGary J. Norris
808 Lartz Avenue
Chambersburg, PA 17201
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
December 3, 1980
OPINION OF THE COMMISSION
RE: Planning, Zoning Officer, Real Estate Sales
Dear Mr. Norris:
I. Issue:
80 -053
You ask whether it would present an actual conflict of
interest or an appearance of a conflict of interest with the
provisions of the Ethics Act for you to practice as a licensed
Real Estate Salesman while serving as the Zoning Officer and
Borough Planner for the Borough of Chambersburg.
II. Factual Basis for Determination:
You are presently employed by the Borough of Cham-
bersburg. Your titles and /or tasks include serving as: (1)
Borough Planner; (2) Zoning Officer and (3) Director of
Economic Development. In general, as Borough Planner you
are responsible for: (1) Comprehensive Planning; (2)
Community Development, i.e. handling application and admin-
istration of funds financed through the Housing and Commu-
nity Development Block Grant Program;' (3) reviewing all
subdivision and rezoning requests; and (4) administering the
Building Code, Hcusing Code and various Health Regulations.
In this last area -- Code administration -- you oversee
the activities of two subordinates, the Housing Officer, and
the Health Officer. The Housing Officer enforces and
administers the Borough's Housing Code. The Housing Officer
inspects buildings for compliance with the Housing Code and
issues citations under that code. You do not generally
approve or disapprove the inspection process, including the
issuance of a citation. Citations are appealable to the
Housing Board of Appeals. You have no relationship with the
Housing Board of Appeals. The Health Officer licenses and
inspects eating and drinking establishments within the
Borough, using state standards. The Health Officer may
Gary J. Norris
December 3, 1980
Page 2
issues citations and /or refuse to issue licences. You do
not generally approve or disapprove the inspection or licensing
function, including the issuance of citations. These
actions by the Health Officer are appealable to the Health
Board. You have no relationship with the Health Board.
As Borough Planner you review rezoning requests which
are presented. You review these requests and refer these to
the Planning and Zoning Commission (PZC). You are Recording
Secretary of the PZC, but you have no vote on the PZC. You
also review subdivision plans submitted to ascertain com-
pliance with the Borough Zoning laws. These plans are also
reviewed by the Manager of Utilities for the Borough and the
Borough Engineer. The PZC then reviews the subdivision plan
and makes a recommendation to Borough Council as to the plan
presented.
In your role as Zoning Officer you supervise a Building
Officer who initially reviews all requests for building
(including renovation) permits. No building permit may be
issued without your final review and approval. If a permit
is refused, review of the refusal and /or requests for
variances or special exceptions may be presented to the
Zoning Hearing Board.
In your role as Director of Economic Development you
are charged with the duty of promoting the economic develop-
ment of the Borough primarily in the areas of commercial and
industrial expansion.
In September of 1979, you became a registered Real
Estate Salesman. You intend to be associated with a broker
and begin selling real estate sometime in the Spring of
1981.
III. Applicable Law:
Under the Ethics Act, "public employee" is defined as
follows:
Any individual employed by the Commonwealth
or a political subdivision who is responsible
for taking or recommending official action
of a nonministerial nature with regard to:
(1) contracting or procurement:
(2) administering or monitoring grants or subsidies:
(3) planning or zoning:
(4) inspecting, licensing, regulating or auditing
any person: or
(5) any other activity where the official action
has an economic impact of greater than a
Gary J. Norris
December 3, 1980
Page 3
deminimus nature on the interest of any
person. 65 P.S. 402.
The Ethics Act restricts the activities of "public
employees ", as follows:
No public official or public employee shall
use his public officer 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. 3(a) 65 P.S. 403(a).
In general the purpose of the Ethics Act is found in
Section 1 of the Act, repeated below:
IV. Discussion:
The legislature hereby declares that public office
is a public trust and that any effort to realize
personal financial gain through public office
other than compensation provided by law is a
violation of that trust. In order to strengthen
the faith and confidence of the people of the
State in their government, the Legislature
further declares that the people have a right to
be assured that the financial interests of
holders of or candidates for public office present
neither a conflict nor the appearance of a conflict
with the public trust. Because public confidence
in government can be best sustained by assuring
the people of the impartiality and honesty of
public officials, this act shall be liberally
construed to promote complete disclosure. Sec.
1, 65 P.S. 401.
There is no doubt that you are a "public employee" as
defined in the Ethics Act. -You are intimately involved with
planning and zoning and are responsible for taking and /or
recommending official action in these areas for the entire
Borough. Your actions as a "public employee" are subject to
the restrictions contained in the Ethics Act.
The most pertinent restrictions in the Ethics Act are
found in Section 3(a) which would preclude you from using
your public office (Planner, Zoning Officer or Director of
Economic Development) or confidential information acquired
Gary J. Norris
December 3, 1980
Page 4
through your job for your personal gain. In your job as
Planner with the Borough, you surely possess specific
confidential information as to the future comprehensive
zoning plans of the Borough. You develop these plans as
part of your job. As a real estate salesman, the potential
for use, and therefore misuse, of this information is readily
apparent. You could provide a prospective buyer or seller
(to secure the listing) with information that a property is
to be proposed for rezoning from residential to commercial,
for example. Such information may significantly enhance
your chance of securing the listing or making a sale.
In your job with the Borough as Planner, you have
confidential information as to the status of any property
within the Borough as to whether it complies with the
Building, Housing or Health Codes. You supervise the
Officers who inspect, license and /or cite owners /properties
for violations. You must be in a position to influence such
matters. Surely in the process of selling any property
within the Borough, knowledge of this nature may be valuable
to buyer and /or seller alike. The issuance or refusal of a
restaurant license is of vital economic interest to the
buyer and seller of a property. It is easy to see how your
inside knowledge, even as to the status of the licence,
could be used to your advantage as real estate salesman.
In your job as Zoning Officer, you have the final
authority to issue or refuse an application for a building
(including renovation) permit. This authority is vital in
our consideration. This Commission previously ruled that a
Township Zoning Officer could not operate as a home builder
within the township where to do .so meant that the
Zoning Officer would be responsible for issuing building
permits for his own construction projects. See Simmons, 79-
056. We recognize that as real estate salesman and Zoning
Officer you would not be issuing permits to yourself, per
se. However, you would in some instances be issuing the
permit to the prospective buyer or seller of the property
whom you represent and from transaction you expect to
realize some financial gain, directly or indirectly.
The potential for issuing permits to the buyer or
seller to build or renovate property which you are servicing
as salesman exists as to every property within the Borough.
The potential for refusing to issue a permit to the buyer or
seller represented by competing salesmen exists as to every
property within the Borough.
Gary J. Norris
December 3, 1980
Page 5
It is difficult, if not impossible to find an example
or situation in which you would act as saleman for a Borough
property where that property was not at some time subject to
your review, jurisdiction or decision. The potential for
use, and therefore misuse, of your office or confidential
information acquired through your holding.of public office
in relation to the sale of Borough property is inherent.
This leads us to conclude that your proposed dual role as
real estate salesman as to property within the Borough and
Borough Planner and Zoning Officer is an inherent conflict
or at least constitutes an appearance of a conflict of
interest.
This conflict or appearance of conflict would extend
only to your proposed activities of the sale of property
within the Borough of Chambersburg. This inherent conflict
would also prohibit you from transmitting confidential
information acquired from your job with the Borough to any
Broker with whom you are associated, to the benefit of the
Brokers, and yourself indirectly. The Commission, however,
percieves neither an inherent conflict nor the appearance of
a conflict of interest under the Ethics Act in your holding
the position of Borough Planner and Zoning Officer and
activities of a Real Estate Salesman as to property other
than that located in the Borough of Chambersburg. Nor does
the Commission find any inherent conflict or an appearance
thereof under the Ethics Act in your proposed role as real
estate salesman and your responsibilities as Director of
Economic Development for the Borough. However, this does
not alter our conclusion in° regard to any conflict with your
role as Borough Planner and Zoning Officer. Nor does this
finding preclude the possibility that the Borough may
perceive your efforts at selling real estate not located
within the Borough as a conflict with your duty of promoting
development within the Borough of Chambersburg. We merely
find no inherent conflict or appearance of a conflict under
the Ethics Act as to your role as Director of Economic
Development and real estate salesman.
V. Conclusion:
There would be an inherent conflict of interest or at
least an appearance of a conflict of interest as prohibited
by the Ethics Act if you were to engage in selling property
located within the Borough while serving as Borough Planner
and Zoning Officer for the Borough of Chambersburg. To
avoid this conflict or appearance thereof you must restrict
Gary J. Norris
December 3, 1980
Page 6
your real estate sales efforts to property not located
within the Borough. In any event, you may not use confi-
dential information or transmit such information gained in
your Borough job to the Broker with whom you might be
associated where such use or transmittal might result in
financial gain for yourself directly or indirectly, through
the Broker.
You may engage in authorized activitie of a Real
Estate Salesman vis -a -vis real estate not located within the
Borough, without violating the Ethics Act.
Pursuant to Section 7(9)(i), this opinion is a complete
defense in any enforcement proceeding initiated by the
Commission, and evidence of good faith conduct in any 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.
PJS /na
AUL J. S TH
Chairman