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HomeMy WebLinkAbout1827 OremusPHONP 717-783-16,10 TOLL. FREE: 1-800-932-0936 In Re: Maureen Oremus, Respondent s,rKrE ETHICS, COMMISSION FINANCE 61,A-DING 613 NORTH s,rREET, ROOM 309 HARRISBURG, PA 17120-0400 File Docket: Order No. Date Decided: Date Mailed: 22-0005-C 1827 10/4/23 10/6/23 Before: Michael A. Schwartz, Chair Rhonda Hill Wilson, Vice Chair Shelley Y. Simms Paul E. Parsells David L. Reddecliff Robert P. Caruso This is a final adjudication of the State Ethics Commission. FACSIMILE: 717-787-0806, WEBSITE: wwwoth! L5-0-gpv - Procedurally, the Investigative Division of the State Ethics Commission conducted an investigation regarding possible violation(s) of the Public Official and Employee Ethics Act ("Ethics Act"), 65 Pa. C. S. § 1101 et M., by the above -named Respondent. At the commencement of its investigation, the Investigative Division served upon Respondent written notice of the specific allegations. Upon completion of its investigation, the Investigative Division issued and served upon Respondent a Findings Report identified as an "Investigative Complaint." A Stipulation of Findings and a Consent Agreement were subsequently submitted by the parties to the Commission for consideration. The Stipulated Findings are set forth as the Findings in this Order. The Consent Agreement has been approved. L ALLEGATIONS: That Maureen Oremus, a public employee as the Zoning Officer for Harveys Lake Borough, violated Sections I 104(a), 11 05(a), I 105(b)(5), and I I 05(b)(8) of the: Ethics Act' (1) When she failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed; and (2) When she failed to list all sources of income on her calendar year 2017 and 2018 Statements of Financial Interests, and when she failed to list all office, directorship, or employment of any nature whatsoever in any business entity on her Statement of Financial Interests for calendar year, 2019. 11, FINDINGS: Oremus, 22-0005-C Page 2 Maureen Oremus ("Oremus") has served as the Zoning Officer for Harvey Lake Borough ("Borough"), Luzerne County, Pennsylvania, since 2014. 2. Oremus has the following job duties as the Borough Zoning Officer: a. Issue and review zoning permits; b. Perform initial inspections; C. Attend all Borough meetings; and d. Consult with engineers, architects, and contractors. 3. Oremus is a public employee in her position as the Borough Zoning Officer, and in that capacity, she is required to annually file a Statement of Financial Interests ("SFI") form by May 1 containing information for the prior calendar year. 4. The State Ethics Commission ("Commission") annually contracts for the printing of SFI forms. a. Orders for forms are generally placed with the printing company in December each year. b. The ordered forms are received by the Administrative Division of the Commission in December, prior to January I" of the filing year. C. Each year the Commission makes minor changes to the forms, and the forms are printed with a revision number (Rev.) which corresponds with the year in which the filing is to take place. For example, form SEC-1, Rev. 0 1/ 19 was to be filed in the year 2019. d. Directions affixed to the SFI form clearly state to sign the form, to enter the current date, and to not backdate the form. e. Forms are then bulk mailed to each municipality, state board, and state agency in the Commonwealth of Pennsylvania. 5. Pursuant to the procedure outlined above, the Administrative Division of the Commission annually mailed SFI forms to the Borough for completion by the Borough's public officials and public employees. a. The Commission mailed SFI forms annually to the Borough between 2015 and the present. Oremus, 22-0005-C Page 3 For filing year 2015, forms printed with an identification number of SEC-1, Rev. O1/16 were mailed to all municipalities in the Commonwealth, including the Borough, on or around December 31, 2015. For filing year 2018, forms printed with an identification number of SEC-1, Rev. 01/19 were mailed to all municipalities in the Commonwealth, including the Borough, on or around December 31, 2018 6. The Borough Secretary/Treasurer, Irene Sankey ("Sankey"), receives and distributes the SFI forms to Borough officials and employees -- including Oremus — each year. a. Sankey routinely distributed scanned SFI forms in January of each year via email to Borough officials and employees, including Oremus. b. It is the responsibility of each individual public official and public employee to accurately complete and timely file an SFI form with the Borough. 1. SFI forms can also be completed online at www.ethics.pa.gov. 2. The Borough is required to maintain SFI forms of public officials and public employees who are required to file. According to Sankey, some forms were missing because of an office move within the Borough Building. 7. Oremus, in her capacity as the Borough Zoning Officer, was annually required to file an SFI form by May I" with information pertaining to the prior calendar year. 8. Each year, Oremus, as the Borough Zoning Officer, was provided with a blank SFI form for completion. a. Either Sankey or a previous Secretary/Treasurer provided Oremus with SFI forms to be completed for calendar years 2015 through 2021. 9. On November 17, 2022, a Special Investigator with the Commission contacted Sankey via email to request SFI forms in conjunction with a compliance review. a. The purpose of the compliance review was to review the SFI forms that were completed by all Borough officials and covered employees. b. After reviewing the SFI forms on file with the Borough, Sankey discovered that she did not have SFI filings for Oremus for calendar years 2015 and 2018. Sankey informed Oremus that she did not have SFI forms on file for calendar years 2015 and 2018. Oremus, 22-0005-C Page 4 C. Sankey advised Oremus to date the forms to give the appearance her SFI forms were timely filed for calendar years 2015 and 2018. d. Oremus backdated her 2015 and 2018 SFI filings to give the appearance the forms had been timely filed for both years. e. Sankey added the forms that Oremus completed to the Borough SFI file. 10. On November 29, 2022, a Commission Special Investigator obtained and received Oremus' SFI forms as part of the compliance review. a. Calendar years 2015 through 2021 SFI forms filed by Oremus were maintained within Borough files. b. The review found that Oremus backdated her 2015 and 2019 SFI filings. 11. On or around November 17, 2022, Oremus, in her capacity as the Borough Zoning Officer, filed SFI forms for calendar years 2015 and 2018, listing her public position and governmental entity, and affixing her signature and purported date she signed/completed the forms, as follows: Calendar Year Purported Date of Completion SEC Form Used 2015 3/3/2016 SEC-1, Rev. 01/20 2018 3/4/2019 SEC-1. Rev. 01/20 a. Oremus's 2015 and 2018 SFI forms contained dates of execution/completion which were factually impossible based upon the date those forms had been printed. b. The SEC-1, Rev. 01/20 form was not printed/distributed until January 2020. 12. Oremus filed SFIs with the Borough for calendar years 2017 through 2019 which included the following disclosures: a. Calendar Year: 2017 Dated: 2/15/2018 on form ,SEC-1, Rev. 01/18 Position: Zoning Officer Government Entity: Harveys Lake Borough Occupation: Zoning Officer Real Estate Interests: 406 Bodle Road, Wyoming PA 18644 Creditors: Landmark Community Bank 5%, Cross Valley Federal Credit 5% Direct/Indirect Sources of Income: None Gifts: None Transportation: Harveys Lake Borough/Value: $900.42 Office Directorship or Employment in Any Business: None Financial Interest in Any Business: None Orernus, 22-0005-C Page 5 Other Financial Interests: None b. Calendar Year: 2018 Dated: 3/4/2019 on form SEC-1, Rev. 01/20 Position: Zoning Officer Government Entity: Harveys Lake Borough Occupation: Zoning Officer Real Estate Interests: 406 Bodle Road, Wyoming PA 18644 Creditors: Cross Valley Federal Credit/ Interest Rate: Left Blank Direct/Indirect Sources of Income: Failure to Complete Gifts: None Transportation: None Office Directorship or Employment in Any Business: None Financial Interest in Any Business: None Other Financial Interests: None C. Calendar Year: 2019 Dated: 3/4/2020 on form SEC-1, Rev. 01/20 Position: Zoning Officer Government Entity: Harveys Lake Borough Occupation: Zoning Officer Real Estate Interests: 406 Bodle Road, Wyoming PA 18644 Creditors: Cross Valley Federal Credit / Interest Rate: ? Direct/Indirect Sources of Income: Harvey's Lake Borough / Air Excellence (913 W. Main St. Plymouth) Gifts: None Transportation: None Office Directorship or Employment in Any Business: Trucksville Volunteer Fire & Rescue Position Held. Fire Board Secretary Financial Interest in Any Business: None Other financial Interests: None 13. Oremus failed to list the Borough as a direct/indirect source of income on her 2017 and 2018 SFI forms. a. Oremus' 2017 and 2018 Internal Revenue Service Form W-2 Tax and Wage Statements confirmed she received $18,819.28 in 2017 and $15,792.45 in 2018 as the Borough Zoning Officer. 14. Oremus failed to record her occupation or profession related to her employment with Air Excellence on her 2019 SFI form. 15. On February 8, 2023, Oremus provided a sworn statement to a Commission Special Investigator. Oremus, 22-0005-C Page 6 a. Oremus acknowledged that she was provided with SFI forms each year as the Borough Zoning Officer. b. Oremus was aware of the process of filing SFI forms each year as a Zoning Officer. Oremus confirmed she backdated her 2015 and 2018 SFI forms to give the impression her forms had been timely filed. III. DISCUSSION: As the Zoning Officer for Harveys Lake Borough ("Borough"), Luzerne County, Pennsylvania, since 2014, Respondent Maureen Oremus ("Oremus") has been a public official/public employee subject to the provisions of the Public Official and Employee Ethics Act ("Ethics Act"), 65 Pa. C.S. § 1101 et seq.. The allegations are that Oremus violated Sections 1104(a), 1105(a), 1105(b)(5), and 1 t05(b)(8) of the Ethics Act: (1) When she failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed; and (2) When she failed to list all sources of income on her calendar year 2017 and 2018 Statements of Financial Interests, and when she failed to list all office, directorship, or employment of any nature whatsoever in any business entity on her Statement of Financial Interests for calendar year 2019. Per the Consent Agreement, the Investigative Division has exercised its prosecutorial discretion to nolle pros the allegations in paragraph (2) above. We therefore need not address those allegations. Section 1104(a) of the Ethics Act provides that each public official/public employee must file a Statement of Financial Interests for the preceding calendar year, by May 1 of each year that he holds the position and the year after he leaves it. As noted above, the parties have submitted a Consent Agreement and Stipulation of Findings. The parties' Stipulated Findings are set forth above as the Findings of this Commission. We shall now summarize the relevant facts as contained therein. Oremus has served as the Borough Zoning Officer since 2014, in which capacity she is required to annually file a Statement of Financial Interests by May 1. Each year this Commission contracts for the printing of blank Statement of Financial Interests forms. The printed Statement of Financial Interests forms are received by the Administrative Division of this Commission in December, prior to January 1 of the filing year. Each year the printed forms bear a revision number that corresponds with the year in which the forms are to be filed. As an example, printed forms bearing the revision number SEC-1, Rev. Oremus, 22-0005-C Page 7 01/19 were printed to be used for Statement of Financial Interests filings required to be made in 2019. Instructions accompanying the printed forms clearly state to sign the form, to enter the current date, and to not backdate the form. The Commission bulk mails the printed forms to municipalities in the Commonwealth of Pennsylvania, including the Borough. Either the current Borough Secretary/Treasurer, Irene Sankey ("Sankey"), or a previous Borough Secretary/Treasurer provided Oremus with blank Statement of Financial Interests forms to complete each year. On November 17, 2022, a Commission Special Investigator contacted Sankey to request Statement of Financial Interests forms on file with the Borough for the purpose of performing a compliance review with regard to filings by Borough public officials and public employees. After Sankey reviewed the Statement of Financial Interests forms on file with the Borough, she discovered that there were no Statements of Financial Interests on file for Oremus for calendar years 2015 and 2018. Sankey then informed Oremus that she did not have Statements of Financial Interests for calendar years 2015 and 2018 on file with the Borough, and Sankey advised Oremus to date Statement of Financial Interests forms to give the appearance that they had been timely filed for calendar years 2015 and 2018. Oremus subsequently backdated Statement of Financial Interests forms for calendar years 2015 and 2018 to give the impression that the forms had been timely filed, and Sankey added the forms to Borough files. On November 29, 2022, a Commission Special Investigator received Oremus' Statement of Financial Interests forms for calendar years 2015 through 2021 as part of the compliance review. Oremus' Statement of Financial Interests for calendar year 2015 was dated 3/3/2016, and her Statement of Financial Interests for calendar year 2018 was dated 3/4/2019. The Statement of Financial Interests forms that Oremus completed for calendar years 2015 and 2018 bore the revision number of SEC-1, Rev. 01/20. It was impossible for Oremus to have completed the Statement of Financial Interests fortes on the dates purported because the SEC-1, Rev. 01/20 form was not printed and distributed until January 2020. Having highlighted the Stipulated Findings and issues before us, we shall now apply the Ethics Act to determine the proper disposition of this case. The parties' Consent Agreement sets forth a proposed resolution of the allegations as follows: 3. The Investigative Division will recommend the following in relation to the above allegations: a. That two violations of Section 1104(a) of the Public Official and Employee Ethics Act, 65 Pa.C.S. § 1104(a), occurred when Oremus failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed. b. The remaining count will be nolle grossed. Oremus, 22-0005-C Page 8 4. Oremus agrees to make payment in the amount of $400.00 in settlement of this matter payable to the Commonwealth of Pennsylvania, and forwarded to the Pennsylvania State Ethics Commission, within thirty (30) days of the issuance of the final adjudication in this matter. S. Oremus agrees to file complete and accurate amended Statements of Financial Interests with Harveys Lake Borough, through the Pennsylvania State Ethics Commission, for calendar years 2015 and 2017 through 2019 within thirty (30) days of the issuance of the final adjudication in this matter. 6. Oremus agrees to not accept any reimbursement, compensation or other payment from Harveys Lake Borough representing a full or partial reimbursement of the amount paid in settlement of this matter. 7. The Investigative Division will recommend that the State Ethics Commission take no further action in this matter; and make no specific recommendations to any law enforcement or other authority to take action in this matter. Such, however, does not prohibit the Commission from initiating appropriate enforcement actions in the event of Respondent's failure to comply with this agreement or the Commission's order or cooperating with any other authority who may so choose to review this matter further. a. The Respondent has been advised that as a matter of course, all orders from the Commission are provided to the Attorney General, albeit without any specific recommendations pursuant to paragraph 7 above. b. The Respondent has been advised that all orders become public records and may be acted upon by law enforcement as they deem appropriate. C. The non -referral language contained in this paragraph is considered an essential part of the negotiated consent agreement. Consent Agreement, at 1-2. In considering the Consent Agreement, we agree with the parties, and we hold, that two violations of Section 1104(a) of the Ethics Act, 65 Pa.C.S. § 1 t04(a), occurred when Oremus failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed. Oremrts, 22-0005-C Page 9 As part of the Consent Agreement, Oremus has agreed to make payment in the amount of $400.00 payable to the Commonwealth of Pennsylvania and forwarded to this Commission within thirty (30) days of the issuance of the final adjudication in this matter. Oremus has agreed to not accept any reimbursement, compensation or other payment from the Borough representing a full or partial reimbursement of the amount paid in settlement of this matter. Oremus has further agreed to file complete and accurate amended Statements of Financial Interests for calendar years 2015 and 2017 through 2019 with the Borough, through this Commission, within thirty (30) days of the issuance of the final adjudication in this matter. We agree that the aforesaid recommendations are appropriate, including the recommendation that Oremus file complete and accurate amended Statements of Financial Interests for calendar years 2015 and 2017 through 2019, notwithstanding the nolle pros as to the allegations pertaining to deficiencies in her SFIs for calendar years 2017 and 2019. Accordingly, per the Consent Agreement of the parties, Oremus is directed to make payment in the amount of $400.00 payable to the Commonwealth of Pennsylvania and forwarded to this Commission by no later than the thirtieth (30"') day after the mailing date of this adjudication and Order. Oremus is directed to not accept any reimbursement, compensation or other payment from the Borough representing a full or partial reimbursement of the amount paid in settlement of this matter. To the extent she has not already done so, Oremus is directed to file complete and accurate amended Statements of Financial Interests for calendar years 2015 and 2017 tlnough 2019 with the Borough, through this Commission, by no later than the thirtieth (301h) day after the mailing date of this adjudication and Order. Compliance with the foregoing will result in the closing of this case with no further action by this Commission. Noncompliance will result in the institution of an order enforcement action. IV. CONCLUSIONS OF LAW: As the Zoning Officer for Harveys Lake Borough, Luzerne County, Pennsylvania, since 2014, Respondent Maureen Oremus ("Oremus") has been a public official/public employee subject to the provisions of the Public Official and Employee Ethics Act ("Ethics Act"), 65 Pa. C.S. § 1101 et etc .. 2. Two violations of Section 1104(a) of the Ethics Act, 65 Pa.C.S. § 1104(a), occurred when Oremus failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed. In Re: Maureen Oremus, File Docket: 22-0005-C Respondent Date Decided: 10/4/23 Date Mailed: 10/6/23 ORDER NO. 1827 Two violations of Section 1104(a) of the Public Official and Employee Ethics Act ("Ethics Act"), 65 Pa.C.S. § 1104(a), occurred when Maureen Oremus ("Oremus"), as the Zoning Officer for Harveys Lake Borough ("Borough"), Luzerne County, Pennsylvania, failed to file Statements of Financial Interests for calendar years 2015 and 2018 and subsequently filed backdated forms for those calendar years to give the impression that the forms for those years were timely filed. 2. Per the Consent Agreement of the parties, Oremus is directed to make payment in the amount of $400.00 payable to the Commonwealth of Pennsylvania and forwarded to the Pennsylvania State Ethics Commission by no later than the thirtieth (30t") day after the mailing date of this Order. 3. Oremus is directed to not accept any reimbursement, compensation or other payment from the Borough representing a full or partial reimbursement of the amount paid in settlement of this matter. 4. To the extent she has not already done so, Oremus is directed to file complete and accurate amended Statements of Financial Interests for calendar years 2015 and 2017 through 2019 with the Borough, through the Pennsylvania State Ethics Commission, by no later than the thirtieth (30'h) day after the mailing date of this Order. 5. Compliance with paragraphs 2, 3, and 4 of this Order will result in the closing of this case with no further action by this Commission. a. Non-compliance will result in the institution of an order enforcement action. BY THE COMMISSION, Michael A, Schwart ., a'r-