HomeMy WebLinkAbout03-573 FrancisDavid E. Francis
712 Park Boulevard
Altoona, PA 16601
Dear Mr. Francis:
ADVICE OF COUNSEL
July 24, 2003
03 -573
Re: Candidate; Simultaneous Service; Auditor employed by the Commonwealth of
Pennsylvania, Department of the Auditor General, Bureau of School Audits, and
State Representative.
This responds to your letter of June 24, 2003, by which you requested advice
from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65
Ha.G.S. § 1101 et seq., would impose any prohibition or restrictions upon an Auditor
employed by the Commonwealth of Pennsylvania, Department of the Auditor General,
Bureau of School Audits, with regard to running for office and, if elected, simultaneously
serving as a State Representative.
Facts: As an Auditor employed by the Commonwealth of Pennsylvania,
rtment of the Auditor General, Bureau of School Audits, you seek an advisory as to
whether the Ethics Act would impose any prohibition or restrictions upon you with
regard to running for office or simultaneously serving as a State Representative for the
Commonwealth of Pennsylvania.
Discussion: It is initially noted that pursuant to Sections 1107 (10) and 1107(11) of the
i - 65 Pa.C.S. §§ 1107(10), (11), advisories are issued to the requestor based
upon the facts that the requestor has submitted. In issuing the advisory based upon the
facts that the requestor has submitted, the 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 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 an Auditor employed by the Commonwealth of Pennsylvania, Department of
the Auditor General, Bureau of School Audits, you are a "public employee" as that term
is defined in the Ethics Act and hence you are subject to the provisions of the Ethics
Act. 65 Pa.C.S. §1102; 51 Pa. Code §11.1.
Francis 03 -573
July 24, 2003
Page 2
Sections 1103(a) and 1103(j) of the Ethics Act provide:
§ 1103. Restricted Activities
(a) Conflict of interest. —No public official or
public employee shall engage in conduct that constitutes a
conflict of interest.
Q) 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(a), (j).
The following terms pertaining to conflicts of interest under the Ethics Act are
defined 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
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July 24, 2003
Page 3
the performance of duties and responsibilities unique to a
particular public office or position of public employment.
65 Pa.C.S. § 1102.
In applying the above provisions of the Ethics Act to the questions that you have
posed, you are initially advised that the Ethics Act would not prohibit you from running
for the office of State Representative. (You are reminded that as a candidate for State
Representative, ou would be required to file your Statement of Financial Interests with
both the State Ethics Commission and as an attachment to your petition to appear on
the ballot filed with the State Bureau of Elections, in accordance with Section 1104(b)(1)
of the Ethics Act, 65 Pa.C.S. § 1104(b)(1)).
The Ethics Act does not prohibit a public official /public employee from seeking
another public position. Rather, the Ethics Act prohibits a public official /public employee
from simultaneously holding two positions that are statutorily incompatible or that result
in an inherent conflict, when the public official /public employee is compensated for at
least one such position.
In considering the question of simultaneous service, it is noted that the General
Assembly has the constitutional power to declare by law which offices are incompatible.
Pa. Const. Art. 6, § 2. Although the State Ethics Commission does not have the
express statutory jurisdiction to interpret such other laws, it may review the Ethics Act to
determine that a conflict exists based upon the statutory incompatibility. King, Opinion
No. 85 -025. A conflict of interest exists under the Ethics Act where a pecuniary benefit
or financial gain (such as salary, benefits, and the like) is derived as a result of holding
incompatible positions simultaneously. The Commission has determined that if a
particular statutory enactment prohibits an official from receiving a particular pecuniary
benefit or financial gain, then that official's receipt of same, through the authority of
public office, is unauthorized in law and hence, contrary to Section 1103(a) of the Ethics
Act.
Additionally, even when there is no statutorily declared incompatibility precluding
simultaneous service, if simultaneous service would place the public official /public
employee in a continual state of conflict, such as where in one position he would be
accounting to himself in another position on a continual basis, there would be an
inherent conflict. (See, Johnson, Opinion 86 -004). Where an inherent conflict would
exist, it would appear to be impossible, as a practical matter, for the public official /public
employee to function in the conflicting positions without running afoul of Section
1103(a).
Absent a statutorily - declared incompatibility or an inherent conflict under Section
1103(a), the Ethics Act would not preclude an individual from simultaneously serving in
more than one position, subject to observance of the prohibitions, restrictions and
requirements of the Ethics Act.
In the instant matter, the following provisions must be reviewed as to your
proposed simultaneous service. The Constitution of Pennsylvania provides, in pertinent
part:
Disqualification to Hold Other Office
Section 6. No Senator or Representative shall, during
the time for which he was elected, be appointed to any civil
office under this Commonwealth to which a salary, fee or
perquisite is attached. No member of Congress or other
person holding any office (except of attorney -at -law or in the
National Guard or in a reserve component of the armed
Francis 03 -573
July 24, 2003
Page 4
forces of the United States) under the United States or this
Commonwealth to which a salary, fee or perquisite is
attached shall be a member of either House during his
continuance in office.
PA CONST. art. II, § 6. Additionally, 65 P.S. § 16 provides:
16. Offices of member of Congress and state
egislature
No senator or representative shall, during the time for
which he shall have been elected, be appointed to any civil
office under this commonwealth; and no member of
Congress or other person holding any office, except of
attorney -at -law or in the militia, under the United States or
this commonwealth, shall be a member of either House
during his continuance in office. They shall receive no other
compensation, fees or perquisites of office for their services
from any source, nor hold any other office of profit under the
United States, this state or any other state.
65 P.S. § 16.
The above prohibitions against a state legislator simultaneously holding another
"civil office under this Commonwealth" have been narrowly construed to apply only to
offices, as opposed to mere positions of employment (Emhardt v. Wilson, 20 Pa. D. &
C. 608 (1934); Incompatible Offices, 67 Pa. D. & C.2d 699 (Pa. Dept. of Justice 1974);
Employment of Legislators by Works Progress Administration, 29 Pa. D. & C. 574 (Pa.
Dept. of Justice 1930), and only at the state level (Woodruff v. Joyce, 291 Pa. 82, 139
A. 742 (1927)). Thus, there does not appear to be any statutorily declared
incompatibility precluding simultaneous service in the employment position of Auditor
with the Commonwealth of Pennsylvania, Department of the Auditor General, Bureau of
School Audits, and the elected position of State Representative.
Additionally, the duties of these positions would not place you in an inherent
conflict.
However, as a practical matter, it would seem to be impossible for you to hold
these two positions simultaneously because you would not be able to physically fulfill
your duties as an Auditor and State Representative at the same time. In this regard, the
Commission has held that a public official /public employee violates the Ethics Act if he
receives compensation for submitted hours of public employment when not present on
the job. See, Williams, Order 734, where the Commission found that a field inspector
for the Department of Labor & Industry (L &I) violated Section 3(a) of the Ethics Act (now
Section 1103(a)) when he was paid for working certain hours at L &I at times when he
was in fact working as a security guard for a hospital. See also, Holt, Order 1153.
Lastly, the propriety of the proposed course of conduct has only been addressed
under the Ethics Act.
Conclusion: As an Auditor employed by the Commonwealth of Pennsylvania,
'Department of the Auditor General, Bureau of School Audits, you are a "public
employee" 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 you from
running for office as a S ate Representative. There does not appear to be any
statutorily declared incompatibility or inherent conflict precluding simultaneous service in
the employment position of Auditor with the Commonwealth of Pennsylvania,
Department of the Auditor General, Bureau of School Audits, and the elected position of
Francis 03 -573
July 24, 2003
Page 5
State Representative. However, as a practical matter, it would seem to be impossible
for you to hold these two positions simultaneously because you would not be able to
physically fulfill your duties as an Auditor and State Representative at the same time.
Lastly, the propriety of the proposed course of 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 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