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HomeMy WebLinkAbout02-623 LomireJohn Lomire 1069 Hildebidle Drive Collegeville, PA 19426 Dear Mr. Lomire: ADVICE OF COUNSEL December 13, 2002 02 -623 Re: Conflict; Public Official /Employee; Chairman; Township Board of Supervisors; Business With Which Associated; Privatized Cable Television; Ordinance Regulating Franchised Cable Television; Business Client; Business Competitor; Vote. This responds to your letter of November 6, 2002, by which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Ha.GS. § 1101 et seq., would present any prohibition or restrictions upon the chairman of a township board of supervisors, who, in his private capacity, owns a business that provides privatized cable services, with regard to matters before the board involving: (1) his private business clients; or (2) a company that provides franchise cable television services in the township. Facts: As Chairman of the Lower Providence Township ( "Township ") Board of Supervisors ( "Board "), you seek an advisory from the State Ethics Commission regarding the conflict of interest provisions of the Ethics Act. You have submitted facts which may be fairly summarized as follows. In your public capacity, you have served as a Township Supervisor and as Chairman of the Township Board since January 2002. The Board consists of 5 Members. In your private capacity, you are in the business of installing and operating "privatized cable television" service in retirement communities and multiple dwelling units. You state that you have been in business for nearly 24 years and have many clients in the Township and in the Philadelphia area in general. You distinguish privatized cable television service, which you provide, from franchised cable television which companies like "Comcast" provide. Lomire 02 -623 December 13, 2002 Page 2 You state that privatized cable television service is provided on private property, b invitation of the property owner, and is not in the public right of way regulated by the Township. Additionally, you state that privatized cable television service is not regulated by the Communications Act of 1996, except as to guidelines for usable frequencies and customer service standards. You liken privatized cable television service to a satellite television service. As a privatized cable television service provider, your business installs the necessary wiring, builds the satellite receiver, and distributes television signals to the users. None of your projects involve the public right of way or franchising. Additionally, a privatized cable television service like yours is able to provide services that franchised cable companies do not provide. Unlike franchised cable companies, your business integrates services between telephone and private cable electronic gear to produce features such as security cameras, a separate channel for dinner menus and social activities, and enhanced telephone services with technicians on site to provide the attending services needed to operate such a system. In contrast, franchised cable television uses the public rights of way and is regulated by the Township. Currently, the Township has a franchise agreement with Comcast. You assert that you have never been in the franchised cable television business. You state your view that you are not a competitor to any franchise cable company such as Comcast. You assert that Comcast does not have the ability to provide the services that retirement community owners are seeking. You state that a former supervisor has asserted that you have a conflict of interest in your capacity as a Township Supervisor as to the following: (1) a retirement community known as "Shannondell," that is presently being built in the Township and is one of your business clients; and (2) discussions and voting as to a Township cable television ordinance regulating franchised cable television. As for the first asserted area of conflict, you state that Shannondell requested your services nearly two years ago, before you were elected Township Supervisor. You state that Shannondell is completely located on private property without any roads dedicated back to the Township. Shannondell is presently being built, and your business is currently installing privatized cable television service at Shannondell. However, you emphasize that Shannondell was voted upon and approved by a former Board of Supervisors without any involvement on your part. As for the second asserted area of conflict, you state that the Township cable television ordinance was drafted to supplement the Township's franchise agreement with Comcast, so that the Township residents and local school district could enjoy the benefits of publicly broadcast meetings and a school based "PEG" channel. You state that the ordinance was fashioned after many other township ordinances. Based upon the above, you seek guidance as to the conflict of interest provisions of the Ethics Act and their applicability to your prospective conduct as a Township Supervisor and Chairman of the Township Board. 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 Lomire 02 -623 December 13, 2002 Page 3 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. It is further initially noted that, pursuant to the same aforesaid Sections of the Ethics Act, an opinion /advice may be given only as to prospective (future) conduct. If the activity in question has already occurred, the Commission may not issue an opinion /advice but any person may then submit a signed and sworn complaint which will be investigated by the Commission if there are allegations of Ethics Act violations by a person who is subject to the Ethics Act. To the extent you have inquired as to conduct which has already occurred, such past conduct may not be addressed in the context of an advisory opinion. However, to the extent you have inquired as to future conduct, your inquiry may, and shall be addressed. As a Township Supervisor and Chairman of the Township Board, you are 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, stock company, receivership, trust or any legal entity organized for profit. Lomire 02 -623 December 13, 2002 Page 4 "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. "Financial interest." Any financial interest in a legal entity engaged in business for profit which comprises more than 5% of the equity of the business or more than 5% of the assets of the economic interest in indebtedness. 65 Pa.C.S. § 1102. In addition, 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 1103(j) 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 permitted to vote to break the tie vote if disclosure is made as otherwise provided herein. 65 Pa.C.S. § 1103(j). In applying the above provisions of the Ethics Act to your inquiry, it is noted that Section 1103(a) of the Ethics Act pertaining to conflicts of interest does not 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. Lomire 02 -623 December 13, 2002 Page 5 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 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 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, Gorman, Order 1041, or private client(s), Miller, Opinion 89 -024; Kannebecker, Opinion 92 -010. Generally, a conflict of interest exists when a public official /public employee, in his official capacity, participates, reviews or passes upon a matter involving a business with which he is associated and /or private clients. Miller, supra; Kannebecker, supra. A reasonable and legitimate expectation that a business relationship will form may also support a finding of a conflict of interest. Amato, Opinion No. 89 -002; Garner, Opinion No. 93 -004; Sn der, Order No. 979 -2, affirmed Snyder v. SEC, 686 A.2d 843 (Pa. Commw. Ct. alloc. den., No. 0029 M.D. Allocatur Docket 1997 (Pa. December 22, 1997). In each instance of a conflict of interest, the public official /public employee must abstain from participation in his public capacity. The abstention requirement is not limited merely to voting, but extends to any use of authority of office. In Juliante, Order No. 809, the Commission recognized that the use of authority of office as defined in the Ethics Act includes, for example, discussing, conferring with others, and lobbying for a particular result. In each instance of a conflict of interest, the public official must also satisfy the disclosure requirements of Section 1103(j) set forth above. In considering the above, your business is a business with which you are associated to the extent you are a director, officer, owner, or employee of the business or have a financial interest in the business. In addition, given that your business is performing work for Shannondell, Shannondell is your /your business's private client. Pursuant to Section 1103(a) of the Ethics Act, you would generally have a conflict of interest as to using the authority of your office as a Township Supervisor, or confidential information received by being a Township Supervisor, for the private pecuniary benefit of yourself, a business with which you are associated, or your /your business s private client(s) /customer(s). See, Miller, supra; Kannebecker, supra. The facts which you have submitted do not indicate whether Shannondell now has or in the future will have any matter(s) pending before the Township Board. Consequently, this Advice is necessarily limited to providing general guidance. Generally, you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters that would financially impact Shannondell. In each instance of a conflict of interest, you would be required to abstain fully and to satisfy the disclosure requirements of Section 1103(j) of the Ethics Act. As for the aforesaid Township cable television ordinance, which would supplement the Township's franchise agreement with Comcast, it is not clear from the submitted facts whether you are inquiring as to past conduct or future conduct. As noted above, past conduct may not be addressed within the context of an advisory. However, it would appear that even if the particular ordinance about which you have inquired has already been fully considered and voted upon by the Township Board, similar matters may arise from time to time during your continued service as a Lomire 02 -623 December 13, 2002 Page 6 Township Supervisor. Therefore, this particular aspect of your advisory shall be addressed, but only as to future conduct. You are advised that Section 1103(a) of the Ethics Act would prohibit you from using the authority of your public office, or confidential information received by being in your public position, to effectuate a private pecuniary benefit to yourself or your business through a detriment to a business competitor. See, Pepper, Opinion 87 -008. The issue of whether Comcast is your business competitor is a tactual issue which cannot be resolved within the context of this Advice. You have stated your view that you are not a competitor to any franchise cable company such as Comcast, because your business provides privatized cable television services whereas Comcast provides franchised cable television services. However, the fact that the services which you provide differ from the services provided by Comcast is not dispositive of the issue. To the contrary, if your business and Comcast would market your respective services to at least some of the same prospective clients /customers, with clients /customers choosing between such services and service providers, then Comcast would be your business competitor. Nevertheless, even if Comcast would be your business competitor, an additional factual issue would remain as to whether your action as a Township Supervisor in any given instance would effectuate a benefit to you or your business through a detriment to Comcast. Pepper, Opinion 87 -008. In the absence of any private pecuniary benefit to you or your business, or any other prohibited private pecuniary benefit as delineated in Section 1103(a ) of the Ethics Act, a conflict would not exist for you under Section 1103(a) 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 Second Class Township Code. Conclusion: As a Township Supervisor and Chairman of the Lower Providence I ownship ("Township") Board of Supervisors ( "Board "), you are a public official subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. 1101 et seq. Your business which installs and operates "privatized cable television' service in retirement communities and multiple dwelling units is a business with which you are associated to the extent you are a director, officer, owner, or employee of the business or have a financial interest in the business. The retirement community known as "Shannondell" is your /your business's rivate client. Generally, you would have a conflict of interest under Section 1103(a) of the Ethics Act as to matters that would financially impact a business client /customer such as Shannondell. Section 1103(a) of the Ethics Act would also prohibit you from using the authority of your public office, or confidential information received by being in your public osition, to effectuate a private pecuniary benefit to yourself or your business through a detriment to a business competitor. The issue of whether Comcast is your business competitor is a factual issue which cannot be resolved within the context of this Advice. In each instance of a conflict, you would be required to abstain fully and satisfy the disclosure requirements of Section 1103(j) 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. Lomire 02 -623 December 13, 2002 Page 7 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