HomeMy WebLinkAbout22-008 Hazelwood
PHONE: 717-783-1610 STATE ETHICS COMMISSION FACSIMILE: 717-787-0806
TOLL FREE: 1-800-932-0936 FINANCE BUILDING WEBSITE: www.ethics.pa.gov
613 NORTH STREET, ROOM 309
HARRISBURG, PA 17120-0400
OPINION OF THE COMMISSION
Before: Nicholas A. Colafella, Chair
Mark R. Corrigan, Vice Chair
Roger Nick
Melanie DePalma
Michael A. Schwartz
Shelley Y. Simms
DATE DECIDED: 4/21/22
DATE MAILED: 4/22/22
22-008
Tara L. Hazelwood, Esquire
Chief Counsel
House Democratic Caucus
Pennsylvania House of Representatives
620 Main Capitol Building
P.O. Box 202248
Harrisburg, PA 17120-2248
Dear Ms. Hazelwood:
This responds to your correspondence of March 16, 2022, by which you requested an
advisory opinion from this Commission.
I. ISSUE:
Whether the Public Official and 1101 et
seq., would prohibit Pennsylvani, who are
Members of the Democratic Caucus of the Pennsylvania House of Representatives, from
using public funds to pay expenses for the following:
Hazelwood, 22-008
April 21, 2022
Page 2
(1) Postage, printing, the transmission of electronic mail and robotic telephone calls for
otherwise permissible mass communication to residents
districts in which the State Representatives would reside as determined by the final
Reapportionment Plan of the Legislative Reapportionment Commission for the
Pennsylvania House of Representatives affirmed by the Pennsylvania Supreme Court
or otherwise having the force of law; and
(2) The conduct of town halls, fairs and other types of legislative events in their
legislative districts.
II. FACTUAL BASIS FOR DETERMINATION:
In your capacity as Chief Counsel for the Democratic Caucus of the Pennsylvania House of
Representat, you have been authorized by the House Democratic Caucus to request an
advisory opinion from this Commission on the same subject matter and questions that we addressed
in Corey/Mann, Opinion 22-003. The question that is presented by your advisory request is whether
those State Representatives who are currently or who will in the future be Members of the House
Democratic Caucus (hereinafter referred to as the State Representatives/House Democratic Caucus
Members) may rely upon Corey/Mann, Opinion 22-003, with the same status and protections
afforded by law to the Members of the House Republican Caucus on whose behalf Opinion 22-003
was requested (hereinafter referred to as the State Representatives/House Republican Caucus
Members).
We take administrative notice of the following. In Opinion 22-003, the submitted facts
included, in pertinent part, that: (1) the Legislative Reapportionment Commission, tasked with
drawing new legislative and senatorial districts pursuant to Article II, Section 17 of the Pennsylvania
1
Constitution, was nearing completion of its final Reapportionment Plan; (2) Rule 14 of the General
Operating Rules of the House permits House Members to use public funds for postage and printing
services, among other purposes, so long as the funds are used for any legislative purpose or
function; (3) the House Expense Account Guidelines, as promulgated and amended as of February
11, 2014, outline appropriate expenditures from a House Members accountable expenses, including
printing services, telephone and answering services, postage, mailing services and advertisements
listing district office information; (4) Section 5.2 of the Handbook for Pennsylvania House
Members, 2021-2022 Session, which establishes guidelines for fairs and other legislative events,
provides that if legislative funds or resources are used, there must be a clear legislative purpose for
holding or participating in the event; (5) the Ethical and Professional Conduct Rules of the House
impose certain restrictions upon mass communicationwith House funds; (6) House
Members communicate with and provide legislative services to both residents and nonresidents of
their existing legislative districts; and (7) whether an individual is a resident of a particular
legislative district depends upon where the person resides at the time of the communication or other
interaction.
1
On March 16, 2022, the Pennsylvania Supreme Court affirmed the final Reapportionment Plan of the Legislative
Reapportionment Commission.
Hazelwood, 22-008
April 21, 2022
Page 3
The State Representatives/House Republican Caucus Members expressed their desire to
begin comm
districts, i.e., the legislative district in which a House Member resides as determined by the Final
Reapportionment Plan of the Legislative Reapportionment Commission, once the Final
Reapportionment Plan is effective. The question posed by the advisory request was whether the
Ethics Act would prohibit the State Representatives/House Republican Caucus Members from using
public funds to pay expenses for the following: (1) postage, printing, the transmission of electronic
mail and robotic telephone calls for otherwise permissible mass communication to residents of their
in which a State Representative would reside as determined by the final
Reapportionment Plan of the Legislative Reapportionment Commission for the House affirmed by
the Pennsylvania Supreme Court or otherwise having the force of law; and (2) the conduct of town
halls, fairs and other types of legislative events in their legislative districts.
In Corey/Mann, Opinion 22-003, we noted that the holdings of this Commission have
remained consistent in finding that an otherwise allowable expenditure of public funds for a mailing
constituting official business would not constitute a private pecuniary benefit, and therefore would
not form the basis for a violation of Section 1103(a) of the Ethics Act. See, Longietti, Opinion 13-
002; Corey/Mann, Opinion 13-006; Winkelman, Opinion 13-007. We further noted that our prior
holding in Corey/Mann, Opinion 13-006, addressed the use of public funds to pay expenses for the
transmission of electronic mail or robotic telephone calls for mass communication to residents of a
State Representatives new legislative district as well as expenses for the conduct of town halls, fairs,
and other types of events in a State Representatives new legislative district. See also, Corey/Mann,
Opinion 14-003.
Under the submitted facts of Opinion 22-003, and consistent with our prior holdings noted
above, we first held that the Ethics Act would not prohibit the State Representatives/House
Republican Caucus Members from using public funds to pay otherwise allowable expenses for
postage and printing services for otherwise perm
islative districts as determined by the final Reapportionment
Plan. We held that such items constwould include non-political
Legislative Newsletters, birthday and congratulatory greetings, and notices of upcoming legislative
meetings and forums as delineated in Longietti, supra.
We further held that Section 1103(a) of the Ethics Act would not prohibit the State
Representatives/House Republican Caucus Members from using public funds to pay expenses for the
transmission of electronic mail or robotic telephone calls for mass communication to residents of
their new legislative districts, or the conduct of town halls, fairs and other types of events in their
new legislative districts, subject to the condition that such expenditures
the General Operating Rules of the House. See, Corey/Mann,
Opinion 13-006; see also, Corey/Mann, Opinion 14-003.
In the instant matter, your request for an advisory does not present any additional facts or
questions beyond those stated in Corey/Mann, Opinion 22-003.
By letter dated April 1, 2022, you were notified of the date, time and location of the public
meeting at which your request would be considered.
Hazelwood, 22-008
April 21, 2022
Page 4
At the public meeting on April 21, 2022, you appeared and offered to answer any questions
of the Members of this Commission.
III. 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), Opinions are issued to the requester based upon the facts that the
requester has submitted. In issuing a ruling based upon the facts that the requester has submitted,
this Commission does not engage in an independent investigation of the facts, nor does it speculate
as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all
material facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An Opinion only affords a
defense to the extent the requester has truthfully disclosed all material facts.
The State Representatives/House Democratic Caucus Members are public officials 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 related to Section 1103(a) 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.
Hazelwood, 22-008
April 21, 2022
Page 5
65 Pa.C.S. § 1102.
Pursuant to Section 1103(a) of the Ethics Act, a public official/public employee is prohibited
from engaging in conduct that constitutes a ect to certain statutory
use of the authority of public
office/employment or confidential information received through 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 which he or a member of his immediate family is associated.
The Pennsylvania Supreme Court has held that in order to violate Section 1103(a) of the
Etivate pecuniary
benefit for himself, his family, or his business, and then must take action in the form of one or more
specific steps to attain thKistler v. State Ethics Commission, 610 Pa. 516, 528, 22 A.3d
223, 231 (2011).
Rule 14 of the General Operating Rules of the House provides for money appropriated for the
allowable expenses of House Members to be used for any legislative purpose or function,
including but not limited to postage and printing services.
An otherwise allowable expenditure of public funds for a mailing constituting official
business would not constitute a private pecuniary benefit, and therefore would not form the basis
for a violation of Section 1103(a) of the Ethics Act. See, Longietti, supra; Corey/Mann, Opinion 13-
006; Winkelman, supra; Corey/Mann, Opinion 14-003; Corey/Mann, Opinion 22-003.
Consistent with our prior holdings noted above, we hold in the instant matter that the Ethics
Act would not prohibit the State Representatives/House Democratic Caucus Members from using
public funds to pay otherwise allowable expenses for postage and printing services for otherwise
permissible mailings of items islative
districts as determined by the final Reapportionment Plan. Such items
would include non-political Legislative Newsletters, birthday and congratulatory
greetings, and notices of upcoming legislative meetings and forums as delineated in Longietti,
Opinion 13-002. See also Corey/Mann, Opinion 13-006; Winkelman, supra; Corey/Mann, Opinion
14-003; Corey/Mann, Opinion 22-003.
We further hold in the instant matter that under the submitted facts of Corey/Mann, Opinion
22-003, Section 1103(a) of the Ethics Act would not prohibit the State Representatives/House
Democratic Caucus Members from using public funds to pay expenses for the transmission of
electronic mail or robotic telephone calls for mass communication to residents of their new
legislative districts, or the conduct of town halls, fairs and other types of events in their new
legislative districts, subject to the condition that such expenditures would
in full compliance with the General Operating Rules of the House. See, Corey/Mann, Opinion 22-
003.
IV. CONCLUSION:
Hazelwood, 22-008
April 21, 2022
Page 6
The State Representatives/House Democratic Caucus Members are public officials subject
to the provisions of the Public Official and Employee Ethics Act (Ethics Act), 65 Pa.C.S. § 1101 et
seq. The Ethics Act would not prohibit the State Representatives/House Democratic Caucus
Members from using public funds to pay otherwise allowable expenses for postage and printing
services for otherwise permissi
their new legislative districts as determined by the final Reapportionment Plan. Such items
would include non-political Legislative Newsletters, birthday and
congratulatory greetings, and notices of upcoming legislative meetings and forums as delineated in
Longietti, Opinion 13-002.
Under the submitted facts of Corey/Mann, Opinion 22-003, Section 1103(a) of the Ethics Act
would not prohibit the State Representatives/House Democratic Caucus Members from using public
funds to pay expenses for the transmission of electronic mail or robotic telephone calls for mass
communication to residents of their new legislative districts, or the conduct of town halls, fairs and
other types of events in their new legislative districts, subject to the condition that such expenditures
the General Operating Rules of the House.
The propriety of the proposed course of conduct has only been addressed under the Ethics
Act.
Pursuant to Section 1107(10) of the Ethics Act, 65 Pa.C.S. § 1107(10), the person who acts
in good faith on this Opinion issued to him shall not be subject to criminal or civil penalties for so
acting provided the material facts are as stated in the request.
This letter is a public record and will be made available as such.
By the Commission,
Nicholas A. Colafella
Chair