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HomeMy WebLinkAbout03-510 O'DonnellWilliam S. O'Donnell Director of Administration /Chief Clerk Butler County Board of Commissioners 124 W. Diamond Street, P.O. Box 1208 Butler, PA 16003 -1208 Dear Mr. O'Donnell: ADVICE OF COUNSEL February 19, 2003 03 -510 Re: Conflict; Public Official /Em loyee; County; Chief Clerk and Director of Administration; Selling Real Estate Owned Jointly Owned With Spouse to County Human Services Department. This responds to your letter of January 13, 2003, by which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 1a. =S. § 1101 et seq., presents any prohibition or restrictions upon a county chief clerk and director of administration as to selling real estate jointly owned with his spouse to the county human services department. Facts: As Chief Clerk and Director of Administration for the County of Butler ('County'), you seek an advisory from the State Ethics Commission based upon the following submitted facts. You have served as Chief Clerk and Director of Administration almost continuously from January 1992 to the present. You have submitted a copy of the County's organizational chart, which is incorporated herein by reference. You state that in your current position, you are responsible for the implementation of public policy as determined by the Board of Commissioners, and the general administration of the County and its 40 departments and 800+ full -time and part -time employees. You further state that under the County Code, 16 P.S. § 521, you are responsible for keeping the books and accounts of the Board of Commissioners, recording and filing their proceedings and papers, attesting all orders and voucher checks issued by them, and performing all other duties pertaining to the Office of Chief Clerk. In 1998, you and your wife acquired title to a vacant one acre parcel of real property in Pullman Square, a retail shopping and office complex located in the City of O'Donnell, 03 -510 February 19, 2003 Page 2 Butler. Since acquiring the property, it has been marketed for sale, but has yet to have been sold. You state that you are currently considering constructing a two or three story building on the property and selling condominium units in the building to interested parties. Should you construct a building on your property, the Director of the Butler County Human Services Department would like to acquire one or more units in the building to be used for the provision of County related mental health and mental retardation services. You state that as a public employee, you understand the restrictions of Section 3(a) of the Ethics Act (conflict of interest provision). You ask whether there are any prohibitions or restrictions as to conveying real estate owned by your wife and yourself to the County. 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 Chief Clerk and Director of Administration for the County of Butler, you are a public official as that term is defined in the Ethics Act, and hence you are subject to the provisions of that 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 O'Donnell, 03 -510 February 19, 2003 Page 3 the performance of duties and responsibilities unique to a particular public office or position of public employment. "Immediate family." A parent, spouse, child, brother or sister. 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 each instance of a conflict, Section 1103(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 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. Examples of conduct that would be prohibited under Section 1103(a) would include: (1) the pursuit of a private business opportunity in O'Donnell, 03 -510 February 19, 2003 Page 4 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. As to the question you have posed, assuming there would be no improper understandings under Sections 1103(b) and 1103(c) of the Ethics Act and no use of authority of office or confidential information for a private pecuniary benefit of yourself, a member of immediate family such as your spouse, or a business with which you or a member of your immediate family is associated, you would not have a conflict of interest as to selling real estate jointly owned with your spouse to the County Human Services Department. 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 County Code. Conclusion: As the Chief Clerk and Director of Administration for the County of Butler, 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. Assuming there would be no improper understandings under Sections 1103(b) and 1103(c) of the Ethics Act and no use of authority of office or confidential information for a private pecuniary benefit of yourself, a member of your immediate family member such as your spouse, or a business with which you or a member of your immediate family is associated, you would not have a conflict of interest as to selling real estate jointly owned with your spouse to the County Human Services Department. 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 w►11 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