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HomeMy WebLinkAbout1367 BryantIn Re: Terry Bryant File Docket: X -ref: Date Decided: Date Mailed: Before: Louis W. Fryman, Chair John J. Bolger, Vice Chair Donald M. McCurdy Paul M. Henry Raquel K. Bergen Nicholas A. Colafella 04 -004 Order No. 1367 6/6/05 6/17/05 This is a final adjudication of the State Ethics Commission. Procedurally, the Investigative Division of the State Ethics Commission conducted an investigation regarding a possible violation of the Public Official and Employee Ethics Act, Act 9 of 1989, P.L. 26, 65 P.S. § 401 et seq., as codified by Act 93 of 1998, Chapter 11, 65 Pa.C.S. § 1101 et seq., by the above -named Respondent. At the commencement of its investigation, the Investigative Division served upon Respondent written notice of the specific allegation(s). Upon completion of its investigation, the Investigative Division issued and served upon Respondent a Findings Report identified as an "Investigative Complaint." An Answer was not filed and a hearing was waived. The record is complete. A Consent Agreement and Stipulation of Findings were submitted by the parties to the Commission for consideration. The Stipulation of Findings is quoted as the Findings in this Order. The Consent Agreement was subsequently approved. Effective December 15, 1998, Act 9 of 1989 was repealed and replaced by Chapter 11 of Act 93 of 1998, 65 Pa.C.S. § 1101 et seq., which essentially repeats Act 9 of 1989 and provides for the completion of pending matters under Act 93 of 1998. This adjudication of the State Ethics Commission is issued under Act 93 of 1998 and will be made available as a public document thirty days after the mailing date noted above. However, reconsideration may be requested. Any reconsideration request must be received at this Commission within thirty days of the mailing date and must include a detailed explanation of the reasons as to why reconsideration should be granted in conformity with 51 Pa. Code § 21.29(b). A request for reconsideration will not affect the finality of this adjudication but will defer its public release pending action on the request by the Commission. The files in this case will remain confidential in accordance with Chapter 11 of Act 93 of 1998. Any person who violates confidentiality of the Ethics Act is guilty of a misdemeanor subject to a fine of not more than $1,000 or imprisonment for not more than one year. Confidentiality does not preclude discussing this case with an attorney at law. Bryant, 04 -004 Page 2 I. ALLEGATION: That Terry Bryant, a (public official /public employee) in his capacity as a Highway Maintenance Manager, Pennsylvania Department of Transportation, District 3 -7, violated the following provisions of the State Ethics Act (Act 93 of 1998) when he used the authority of his office for the private pecuniary gain of himself and /or businesses with which he is associated, including but not limited to utilizing Commonwealth telephones, cellular telephones, copy machines, fax machines, digital cameras, employees, facilities and a Commonwealth vehicle assigned to him for the benefit of his outside employment with Koch Homestead Realty, Acorn Markets, and Penn Oak Realty; and when he failed to disclose on Statements of Financial Interests filed for the 1999, 2000 and 2001 calendar years income in excess of $1,300 annually received from Acorn Markets. II. FINDINGS: 1. Terry Bryant was employed by the Commonwealth of Pennsylvania, Department of Transportation (PennDOT) from approximately July 9, 1979 until June 30, 2004. a. From July 1992 until February 5, 2004, Bryant was employed by PennDOT as the Highway Maintenance Manager for District 3 -7 in Tioga County. b. Bryant was assigned to the District 3 -0 office in Montoursville from February 5, 2004 until June 30, 2004. c. Bryant was employed as the Assistant County Highway Maintenance Manager for District 3 -7 from approximately 1985 to July 1992. 2. Bryant's normal working hours were M -F 8 a.m. — 4:30 p.m. a. Bryant position reported to the Assistant Highway District Executive - Maintenance. 3. Bryant's job description for his position of Highway Maintenance Manager 3 details the following duties and responsibilities: a. Directs and monitors the highway and bridge maintenance operations of the Tioga Maintenance District. Specific duties are: Directs the personnel and administrative actions of the maintenance district including: 1. Preparation of or supervision of correspondence and reports. 2. Supervision of the preparation and maintenance of payrolls and personnel records. 3. Supervision of the organization's cash advance account. 4. Management of the organization's operations in compliance with the labor contract and the conduct of periodic labor management meetings. 5. Participates in the hiring process in accordance with current hiring practices. 6. Enforces department work rules including taking disciplinary action when warranted. 7. Directs training of organization's employees. 8. Develops and implements Employee Safety Committee. 9. Promotes continuous quality improvement within the maintenance district. Bryant, 04 -004 Page 3 Identifies maintenance needs and plans for corrective actions by: 1. Inspecting road conditions. 2. Inspecting bridges. 3. Developing long -range plans for systematic maintenance. 4. Developing long -range plans for improvements to highway and bridges within the scope of maintenance activities. Directs and supervises the maintenance district operations by: 1. Preparing the maintenance district's budget and Annual Work Plan. 2. Preparing the annual general Surface Maintenance Program. 3. Preparing the annual Bridge Maintenance and Repair Program. 4. Preparing the annual Risk Management Plan. 5. Preparing Winter Services. 6. Supervising preparation of period plans and weekly schedules. 7. Assigning work to subordinates. 8. Reviewing the plans for work activities prior to executing and reviewing during and after execution. 9. Investigating and developing corrective measures and scheduling for maintenance needs reported by internal and external sources. 10. Making plans and preparing for emergency operations due to natural or man -made disruptions of traffic flows. Performs other related duties as assigned or as identified by the employee. b. Job location: Work is performed in a variety of locations including offices such as the Maintenance District Office, District Office, conference sites, maintenance stockpiles, highway and bridges. 4. As the Highway Maintenance Manager for District 3 -7, Bryant had access to the following Commonwealth equipment and personnel for official business. a. Commonwealth vehicle permanently assigned to him. b. Telephones, fax machines, computers, copiers at the District 3 -7 office. c. Cellular phone. d. Clerical staff. e. Office facilities. 5. In addition to being employed by PennDOT, Bryant was employed as real estate agent selling real estate in Wellsboro and the surrounding area. a. Bryant is licensed by the Pennsylvania Department of State, Bureau of Professional and Occupational Affairs as a real estate salesperson. b. Bryant's license number RS221819L was issued on April 16, 1999 and is in good standing. c. Bryant's current real estate employer on file with the Department of State is Penn Oak Realty, Inc., Wellsboro, PA 16901. 6. Bryant previously was involved as an independent contractor for Koch Homestead Bryant, 04 -004 Page 4 Realty, 91 Princeton Street, Wellsboro, PA 16901 as well as having private clients from approximately February 21, 2000, until May 19, 2003. a. Bryant was considered an independent contractor while affiliated with Koch Homestead Realty. 7 Bryant has worked for Penn Oak Realty Inc., 65 Main Street, Wellsboro, PA 16901 since approximately July 2003. a. Penn Oak Realty Inc. is owned by Bryant's wife, Nancy Harman. 8. Bryant submitted supplemental employment requests for Koch Homestead Realty and the Rocky Mountain Elk Foundation to PennDOT's personnel office. a. Bryant did not request supplemental employment approval for Penn Oak Realty. 9. Bryant submitted a request for supplemental employment with Koch Homestead Realty, 91 Princeton Street, Wellsboro, PA 16901 on or about September 5, 2001. a. Bryant's requested employment was real estate sales, four (4) hours per week, Saturdays, 8:00 a.m. to 12:00 p.m. b. Bryant's normal Commonwealth hours are identified as M -F 7:00 a.m. —4:30 p.m. c. Attached to Bryant's request is a general affidavit also signed by Bryant on September 5, 2001. d. The general affidavit has nine provisions which Bryant agreed to. Conditions five through eight specifically relate to Bryant not conducting private real estate dealings on state time, using state equipment and facilities. Conditions five through eight read: No. 5. I may not solicit work in connection with my supplementary employment during work hours or at facilities of the Department or of any state agency; No. 6. I may not use the property of the Department or of any state agency for my supplemental activities; No. 7. I must comply with Management Directive 205.14 and am prohibited from conducting any private business in the offices of the Department or any state agency at any time before, during or after normal working hours or anywhere during normal working hours; and No. 8. The above conditions apply at all times regardless of whether I am in an active or inactive employment status. Inactive employment status includes but is not limited to all periods of unpaid leave with or without benefits, absences without leave and disciplinary suspensions. No. 9. Violation of any of the above conditions may result in disciplinary action against me by the Department of Transportation including, but not limited to, suspension and /or dismissal." Bryant, 04 -004 Page 5 e. Bryant's supplemental employment request was approved by Daniel Cramer (title unknown) on September 17, 2001. 10. Bryant used Commonwealth time, equipment, personnel and facilities in conjunction with his supplemental employment activities. a. Bryant used the office fax machine to assist in his supplemental employment activities with the Rocky Mountain Elk Foundation. 1. Bryant faxed documents on at least two (2) separate occasions related to this organization. 2. Both faxes were sent from fax number (570) 724 -1168 to (570) 278- 3389. 7 3. (570) 724 -1168 is the fax number for PennDOT maintenance office 3- 4. (570) 278 -3389 was the fax number for Dave Ragantesi. 5. Ragantesi is the regional director of the Rocky Mountain Elk Foundation. 11. On May 15, 2003 Bryant sent a one page fax from District 3 -7 offices to Dave Ragantesi fax (570) 278 -3389 regarding a "closeout meeting June 17, 2003 ". a. This one page fax listed the following four (4) items for the June 17, 2003 meeting: 1. Nancy's sponsor — Bugle to Green Free Library, 134 Main Street, Wellsboro, PA 16901. 2. Need print or something for NWTF local chapter. 3. Youth field day, Earle Robbins — 724 -1920 Question — request $500 PAC 3 %? Can we get BB gun for give away? 4. General raffle situation: need to send. b. This fax did not relate to Bryant's duties with PennDOT. 12. On September 11, 2003 Bryant sent a one (1) page fax to (570) 278 -3389 titled Rocky Mountain Elk Foundation. a. (570) 278 -3389 was the fax number for Dave Ragantesi, the Rocky Mountain Elk Foundations regional director. b. This fax contained information on funds collected and due as part of a foundation raffle. c. This fax did not relate to Bryant's duties with PennDOT. 13. Bryant directed subordinate employee Tonya Carleton to type a letter and approximately 200 -250 address labels relating to the Rocky Mountain Elk Foundation. a. Carleton was on Commonwealth time when this occurred. b. Commonwealth labels were used for the addresses which were affixed to Bryant, 04 -004 Page 6 post cards. c. Bryant had Carleton save the addresses to a computer disk for future use. d. Carleton spent at least two hours typing the letter and mailing address list. e. Carleton did not document the exact date she did this work for Bryant. f. Carleton's lowest hourly rate since 2000 was $11.87 per hour. g. Bryant realized a minimum financial gain of $23.74 as a result of Carleton's time. h. Bryant realized an undetermined private pecuniary gain from the use of PennDOT owned labels for this mailing. 14. Bryant used District 3 -7 employees, equipment and facilities in connection with private real estate dealings. a. Bryant used District 3 -7 employees to prepare a real estate presentation using PennDOT computers. b. Bryant personally used a District 3 -7 digital camera to take photos of potential real estate and download the images on a PennDOT computer. c. Bryant used Commonwealth phones, fax and copy machines for real estate business. d. Bryant utilized a Commonwealth vehicle to travel to his real estate office. e. Bryant conducted real estate business during normal PennDOT hours without utilizing leave. 15. In April or May 2001, Bryant directed Tonya Carleton to download approximately twenty (20) pictures of properties onto her computer at District 3 -7. a. Carleton was a Clerk Typist 2 under Bryant's overall supervision at the time. b. These photos were stored on a Commonwealth digital camera. 1. The photos were unrelated to any Commonwealth business. c. Carleton also printed out pictures of the properties for Bryant's use. d. Carleton spent approximately one hour downloading and printing out the photos for Bryant. e. Carleton was compensated at a rate of $12.46 per hour in May of 2001. f. These photos did not relate to Bryant's duties at District 3 -7. g. Bryant realized a minimum financial gain of $12.46 as a result of Carleton downloading and printing photos of real estate at his direction. 16. In the spring of 2003, Carleton created a PowerPoint presentation for Bryant on Commonwealth time at his request. Bryant, 04 -004 Page 7 a. Carleton created a five (5) page manual called Blue Blazer Realty, Policy Manual and Office Procedures. b. Bryant supplied the information needed for the presentation. c. Carleton spent approximately two hours creating the presentation including reviews and corrections made by Bryant. d. This presentation was for a real estate class Bryant was taking. e. Carleton was compensated at a rate of $13.93 per hour in the spring of 2003. f. Bryant realized a minimum financial gain of $27.86 as a result of Carleton preparing this presentation. g. This presentation did not relate to Bryant's duties at District 3 -7. 17. The issue of employee, Tonya Carleton, doing personal work for Bryant on Commonwealth time was the subject of e-mail and correspondence from PennDOT officials admonishing Bryant for his conduct. a. April 17, 2003: E -mail from Shirl Theis, Labor Relations Coordinator, Engineering District 3 -0, phone (570) 368 -4301, to Bryant. Included in Theis' message is reference to a formal letter relating to Carleton's personal work on state time. Theis writes "Just for your information so I don't surprise you in a formal letter. Tonya (Carleton) indicated she was given work to do during working hours that was personal, non - department but would not elaborate. We will also tell you this should cease and desist." b. April 28, 2003: Correspondence from James A. Kendter, District Engineer, Engineering District 3 -0 to Bryant, referencing an April 11, 2003, meeting Robert Butters and Shirl Theis had with Bryant and Carleton. The main focus of the memo was to inform Bryant of job assignments needing to be made. Also included was the following cautionary language related to personal work on state time: "Also during meetings with members of your staff, it was noted that you were assigning personal work to members of your clerical staff that was unrelated to PennDOT to be completed during Department business hours. This practice must immediately cease and desist. Any further occurrences will be subject to discipline." 18. Bryant used the copier, fax machine and phones at the District 3 -7 office for real estate business. a. Bryant was observed using the copier and fax machine on numerous occasions by District 3 -7 employees. b. No records were maintained at District 3 -7 on the personal use of the fax machine or copier by Bryant. c. Bryant admitted to using the copier and fax machine for real estate business during an interview with investigators from the Office of Inspector General on November 3, 2003. d. Use of PennDOT office equipment for personal real estate purposes was not Bryant, 04 -004 Page 8 permitted by Bryant's supplemental employment approval. e. No reimbursement payments were made by Bryant for the personal use of the copier or fax machine. 19. Bryant used District 3 -7 office and cellular phones for real estate and other personal business. a. Bryant used the phone at the District 3 -7 office as a point of contact for private real estate dealings. b. Bryant would routinely close his office door when placing or receiving a personal business call. c. District 3 -7 employees were not required to log personal calls. d. Bryant's personal use of the office phone was observed by District 3 -7 employees. e. Bryant typically would receive upwards of 15 personal and /or real estate related calls per week. f. These calls typically were a few minutes in duration. g. Bryant often times would leave the office for periods of time after receiving such calls. 20. District 3 -7 employees, Tonya Carleton and Tracy English, received incoming calls for Bryant which related to personal real estate dealings. a. Carleton was responsible for taking telephone messages for Bryant when he was unavailable. b. Carleton also had the ability to retrieve e-mail messages sent to Bryant. 21. Bryant received calls pertaining to private real estate dealings from individuals and /or businesses including but not limited to: a. Gary Butters /Butters Homes John Banik, Steve Banik Tom Rudy /Century 21 Bob McConnell /Koch Homestead Realty Richard Tickner /Koch Homestead Realty Kathy Doty /Penn Oak Realty William Wilson Dushant Sharma Edward Owlett b. Phone messages were left for Bryant with District 3 -7 staff by John Banik on January 23, 2002, and William Wilson on May 13, 2003. 22. On August 26, 2003, Bryant informed Tonya Carleton that he was being investigated for selling real estate on Commonwealth time. a. Bryant wanted Carleton to screen his calls, telling those individuals that called in regards to real estate to contact him after hours. Bryant, 04 -004 Page 9 b. Bryant was Carleton's immediate supervisor at the time of his directive. c. The number of personal /real estate calls received by Bryant decreased after issuing this directive. 23. Bryant had a PennDOT cellular phone issued to him in his official capacity as the Maintenance Director for District 3 -7. a. Bryant's cellular phone number was (570) 971 -8064. b. ATT Wireless was the wireless service provider for this number. c. Bryant had the AT &T Digital Advantage $29.99 per month plan. d. Personal calls for this plan were to be reimbursed at $0.30 per call. e. Bryant had this cellular phone from approximately June 2002 until December 2003. 24. Employees of PennDOT District 3 -7 are subject to the Departments policy with respect to cellular phone usage. a. On October 13, 1998 a District 3 -0 cellular phone use policy was established. b. This policy was most recently revised on June 20, 2001. c. Maintenance District 3 -7 is part of District 3 -0. d. Bryant was subject to District 3 -0 policy with respect to personal use of the Commonwealth cell phone. e. District 3 -7 employees who had Commonwealth issued cellular phones were not required to sign the cell phone policy. 25. A reimbursement procedure for personal use of PennDOT cellular telephones has been in place for employees of District 3 -0 since June 20, 2001: a. General Policy 1. Routine personal calls, both outgoing and incoming, are not permitted. Use of cellular telephones for personal use is limited to emergency and /or unexpected situations needing immediate attention. (See attached example situations). 2. Users are responsible for reviewing monthly invoices and indicating all personal calls by circling or highlighting all personal calls. Charges for these calls will be based on the current plan rates. b. Reimbursement Procedure 1. Office personnel route monthly, itemized invoices to users 2. Users sign the top of invoice stating that all calls were made for Department business unless indicated otherwise (personal calls circled /highlighted) 3. User returns itemized invoice to office personnel 4. Office personnel records any claimed personal calls in the Cellular Telephone Reimbursement Log (see attached). A log should be kept for each user. 5. On a semi - annual (December and June) or annual basis (June), office Bryant, 04 -004 Page 10 personnel sends users a statement to collect payment for any previously claimed personal calls (see attached example). Organization can choose billing frequency based on the amount of calls claimed in the organization. 6. User writes check for amount due and forwards to office personnel. (Payable to PA Department of Transportation) 7. Office personnel holds checks until all are collected and then forwards all checks to District Fiscal Office for processing. 26. PennDOT District 3 -0 cellular telephone reimbursement logs for Bryant covering the period June 2002 through December 2003 identify the cellular bill date, date, time and cost of call. a. The actual number called is not listed on the reimbursement logs. 27. Bryant identified calls to the following numbers from his Commonwealth cellular phone as being personal in nature for the purposes of reimbursement: a. Billing Period: 06/25/02 — 12/26/02 (570) 724 -0727 (607) 862 -7777 (570) 724 -3500 b. Billing Period: 01/26/03 — 06/26/03 (570) 723 -8003 (570) 723 -1669 (570) 971 -8064 incoming form Yates, NY (570) 723 -1669 c. Billing Period: 07/26/03 — 12/26/03 (570) — incoming Lock Haven (570) 971 -8064 (207) 723 -5700 (570) 662 -3181 (570) 724 -0055 (570) 724 -4197 (570) 724 -1656 (570) 724 -2141 (570) 724 -4142 800 - 326 -9384 (570) 662 -0536 (570) 370 -0857 (570) 971 -9322 28. Bryant issued two (2) reimbursement payments totaling $13.05 for cellular phone calls he identified on monthly statements as being personal in nature. a. Bryant issued personal check number 937 in the amount of $9.00 on June 23, 2003 to reimburse PennDOT for personal cellular calls made during the 06/25/02 — 12/26/02 billing period. b. Bryant issued personal check number 1077 in the amount of $4.05 on April 9, 2004 to reimburse PennDOT for personal cellular calls made during the 01/26/03 — 06/26/03 billing period. 29. Bryant did not reimburse the Commonwealth $25.95 for personal cell phone calls he identified making during the 07/26/03 — 12/26/03 billing period. 30. Bryant did not identify on cellular telephone logs all cell phone calls of a personal nature for reimbursement purposes. a. Bryant did not initially identify (570) 724 -0055 as a personal call for reimbursement purposes on bills for the 06/25/02 — 12/26/02 and 01/26/03- 06/26/03 billing periods. Bryant, 04 -004 Page 11 b. (570) 724 -0055 is a number used to access personal message. c. (570) 724 -0055 was not a number used in the normal course of PennDOT business. 31. On November 3, 2003, Bryant reviewed Commonwealth cellular phone records covering the period June 2002 through May 2003 for the Office of Inspector General and identified 37 calls as either personal or work related. 32. Bryant confirmed to the Office of Inspector General investigators on November 5, 2003 that he did not claim all personal cell phone calls. a. Based on the calling plans available monthly minutes, Bryant's personal usage did not exceed minutes included in the base rate. 33. Between June 2002 and December 2003 approximately 1178 cell phone calls were placed by Bryant. a. Of these 1178 calls, approximately 506 did not relate to PennDOT business. 34. Bryant utilized his Commonwealth issued cellular phone in conjunction with his private real estate business. a. Approximately 11 calls were placed to Kathy Doty (570) 971 -7743, (570) 724 -5476, (570) 724 -0056. b. Approximately 5 calls were placed to Gary Gleason (570) 724 -1832. c. Approximately 5 calls were placed to Gary Butters /Butters Homes (570) 662- 1102. d. Approximately 12 calls were placed to Kathy Doty /Koch Homestead Realty (570) 724 -0727. e. Approximately 13 calls were placed to Koch Homestead Realty (570) 724- 3500. f. Approximately 224 calls were placed to his answering service (570) 724- 0055 to check messages. 35. Bryant's use of a Commonwealth cellular phone to conduct private real estate business was not consistent with his supplemental employment approval or the District's cellular phone usage policy. a. Bryant's unreimbursed personal cellular phone calls also was not consistent with the District's cellular phone usage policy. 36. Bryant used a Commonwealth issued vehicle in relation to his private real estate activities. a. Bryant was issued Commonwealth vehicle equipment number 145 -5009, Ford Taurus Wagon. b. This vehicle was permanently assigned to Bryant. Bryant was to log vehicle mileage and travel destinations consistent with Commonwealth Management Directive 615 -9. c. Bryant often would drive his personal vehicle to work and throughout the Bryant, 04 -004 Page 12 workday, even though he was permanently assigned a Commonwealth vehicle. 37. Bryant confirmed to investigators of the Office of Inspector General that he had, on occasion, used his Commonwealth vehicle to stop in his real estate office for messages or to drop off documents. 38. Offices for Koch Homestead Realty, 91 Princeton Street, Wellsboro, PA and Penn Oak Realty Inc., 65 Main Street, Wellsboro, PA are both in close proximity to the District 3 -7 offices. a. Bryant would stop by his real estate office on virtually a daily basis checking messages. b. Bryant would stop at these real estate offices in his Commonwealth vehicle on occasion. 39. Mark C. Foust was the District 3 -7 equipment manager under Bryant's supervision. a. Between November 1999 and February 2000 while on Commonwealth time Foust had several discussions about real estate with Bryant. b. These discussions occurred in conjunction with others relating to PennDOT business. c. On one occasion, Bryant left a sealed envelope of real estate information in Fousts' pick -up truck at work. d. Foust's real estate dealings with Bryant occurred primarily on evenings and weekends. e. Foust used Bryant's real estate services in 2004 to sell this property. 1. Interactions relating to this sale occurred during evenings or weekends. 40. Around August 2003 Dushant Shamus contacted Putnam Oil d /b /a Acorn Markets regarding the purchase of an Exxon Gas Station. a. Shamus was provided with Bryant's home phone number as a point of contact. b. Bryant had previously provided real estate services for Putnam Oil /Acorn Markets. c. Bryant returned an inquiry call from Shamus advising that Shamus could reach Bryant at either (570) 724 -4142 or (570) 971 -8064. 1. (570) 724 -4142 was the main phone line to the district 3 -7 offices. 2. (570) 971 -8064 was Bryant's Commonwealth issued cell phone number. d. Shamus talked to Bryant about purchasing an Exxon station in Athens, PA. e. Shamus had approximately 10 phone conversations with Bryant regarding this property. f. Shamus never personally met Bryant. Bryant, 04 -004 Page 13 g. Bryant called Shamus at (484) 951 -8604 on August 15, 2003 at 8:59 a.m. using Bryant's Commonwealth issued cell phone. h. Shamus did not like the property and no transaction occurred. Shamus did not know that the phone numbers Bryant provided him were for PennDOT business. j. Shamus did not have any dealings with PennDOT District 3 -7. 41. Bryant in his official capacity as PennDOT Maintenance Manager for District 3 -7 was annually required to file a Statement of Financial Interests form by May 1 containing information relating to the prior calendar year. 42. Statement of Financial Interests forms filed by Bryant with PennDOT include the following forms: a. Calendar year: Filed: Position: Direct /indirect income: All other financial interests: b. Calendar year: Filed: Position: Creditors: Direct /indirect income: All other financial interests: c. Calendar year: Filed: Position: Creditors: Direct /indirect income: All other financial interests: d. Calendar year: Filed: Position: Creditors: Direct /indirect income: [sic] e. Calendar year: Filed: Position: Creditors: Direct /indirect income: All other financial interests: f. Calendar year: 2003 04/15/04 on SEC Form 1/04 Construction Manager Department of Transportation, Koch Homestead Realty, Penn Oak Realty None 2002 04/07/03 on SEC Form 1/03 Maintenance Manager None Department of Transportation, Koch Homestead Realty None 2001 04/08/02 on SEC Form 01/02 Maintenance Manager None Department of Transportation, Koch Homestead Realty None 2000 04/26/01 on SEC Form 1/01 Maintenance Manager None Department of Transportation, Koch Homestead Realty 1999 04/11/00 on SEC Form 1/00 Maintenance Manger None Koch Homestead Realty, Department of Transportation None 1998 Bryant, 04 -004 Page 14 Filed: 04/12/99 on SEC Form 1/99 Position: Maintenance Manager Creditors: None Direct /indirect income: PA Dept. of Transportation All other financial interests: None g. Calendar Year: 1997 Filed: 04/01/98 on SEC Form 1/98 Position: Highway Maintenance Manager Creditors: None Direct /Indirect Income: Department of Transportation All other financial interests: None 43. Bryant did not disclose income received in excess of $1,300 from Acorn Markets on Statements of Financial Interests forms filed for calendar years 1999, 2000 and 2001. a. Bryant received income from Acorn Markets in the amount of $1,670.67 during the 1999 calendar year. b. Bryant received income from Acorn Markets in the amount of $2,255.12 during the 2000 calendar year. c. Bryant received income from Acorn Markets in the amount of $7,949.48 during the 2001 calendar year. 44. Bryant did not have supplemental employment approved from PennDOT for his employment with Acorn Markets. a. Bryant's failure to disclose income received from Acorn Markets on any Statement of Financial Interests from filed concealed his business relationship from his employer and the public. 45. Bryant disclosed income he received from Penn Oak Realty on his Statement of Financial Interests form filed for calendar year 2003. a. Bryant did not obtain supplemental employment approval for Penn Oak Realty. b. Bryant earned $14,406.25 from Penn Oak Realty during 2003. c. Bryant earned $18,616.13 from Penn Oak Realty between January 2004 and June 2004. d. Bryant's last day with PennDOT was June 30, 2004. 46. Bryant utilized PennDOT facilities including phones and office space in conjunction with his involvement with Edward Owlett d /b /a Acorn Markets and Penn Oak Realty. a. Bryant placed and /or received calls from individuals affiliated with both entities. b. Bryant pursued both of these supplemental employment opportunities without approval from PennDOT. c. Bryant's use of phone and facilities in relation to these supplemental employment endeavors was prohibited by the PennDOT guidelines for Bryant, 04 -004 Page 15 Bryant's supplemental employment with Koch Homestead Realty or the Rocky Mountain Elk Foundation. III. DISCUSSION: At all times relevant to this matter, the Respondent, Terry Bryant, hereinafter Bryant, has been a public employee subject to the provisions of the Public Official and Employee Ethics Law, Act 9 of 1989, Pamphlet Law 26, 65 P.S. § 401, et seq., as codified by the Public Official and Employee Ethics Act, Act 93 of 1998, Chapter 11, 65 Pa.C.S. § 1101 et seq., which Acts are referred to herein as the "Ethics Act." The allegations are that, Bryant, as a Highway Maintenance Manager, Pennsylvania Department of Transportation, District 3 -7, violated Sections 1103(a) and 1105(b)(5) of the Ethics Act when he utilized Commonwealth telephones, cellular telephones, copy machines, fax machines, digital cameras, employees, facilities and a Commonwealth vehicle assigned to him for the benefit of his outside employment with Koch Homestead Realty, Acorn Markets, and Penn Oak Realty; and when he failed to disclose on Statements of Financial Interests (SFI's) filed for the 1999, 2000 and 2001 calendar years income in excess of $1,300 annually received from Acorn Markets. Pursuant to Section 1103(a) of the Ethics Act, a public official /public employee is prohibited from engaging in conduct that constitutes a conflict of interest. The term "conflict of interest" is defined under Act 93 of 1998 as follows: Section 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. "Conflict" or "conflict of interest" 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. 65 Pa.C.S. § 1102. Section 1103(a) of the Ethics Act prohibits a public official /public employee from using the authority of public office /employment or confidential information received by 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. Section 1105(b) of the Ethics Act requires that every public official /public employee and candidate list the name and address of any direct or indirect source of income totaling in the aggregate of $1,300 or more. As noted above, the parties have submitted a Consent Agreement and Stipulation of Findings. The parties' Stipulated Findings are reproduced above as the Findings of this Commission. We shall now summarize the relevant facts as contained therein. Bryant, 04 -004 Page 16 Bryant was employed by PennDOT from July of 1979 until June 30, 2004. The last position Bryant held with PennDOT was as the Highway Maintenance Manager with duties and responsibilities as delineated in Fact Finding 3. Bryant had the use of a Commonwealth vehicle that was permanently assigned to him and Commonwealth equipment and facilities such as telephones, fax machines, computers, copiers, cell phone, as well as clerical staff. In a private capacity, Bryant was employed as a real estate agent from February 2000 through May 2003. When Bryant was associated with the firm of Koch Homestead Realty, he was considered an independent contractor. Bryant submitted a request for supplemental employment with Koch Homestead Realty and the Rocky Mountain Elk Foundation in September 2001. He did not submit a request for supplemental employment with Penn Oak Realty, his current real estate employer. Bryant received approval for supplemental employment with Koch Homestead Realty subject to a number of conditions including but not limited to prohibitions against soliciting work during department hours, using department property, and conducting private business in the Commonwealth office during office hours. Nevertheless, Bryant used Commonwealth time, equipment, personnel and facilities in conjunction with his supplemental employment activities. In particular, Bryant used the PennDOT fax machine for purposes relating to Rocky Mountain Elk Foundation; Bryant used a subordinate employee, Tonya Carleton, to do typing relating to the Rocky Mountain Elk Foundation during Commonwealth time using Commonwealth supplies and equipment; Bryant used PennDOT employees, equipment and facilities in conjunction with private real estate dealings; Bryant directed Tonya Carleton to download pictures of properties onto her computer and create a PowerPoint presentation on Commonwealth time for a manual Bryant was preparing in a private /business capacity; Bryant used the District fax machine, copier and telephones for real estate business; Bryant used the Commonwealth cell phone for private real estate and other personal business; Bryant used Tonya Carleton and Tracy English, another District employee, to receive incoming calls relating to his private real estate dealings; and Bryant used the Commonwealth phone relating to private real estate dealings. Bryant also used a Commonwealth vehicle assigned to him for his private real estate activities. The specific details of the sundry uses of Commonwealth equipment, facilities, personnel and supplies are delineated in Fact Findings 10 -16, 18 -21, 33 -36. Bryant confirmed his use of the Commonwealth vehicle as well as his use of a PennDOT copier and fax machines for his real estate business to investigators in the Office of Inspector General. Similarly, Bryant confirmed to the investigators that he occasionally used the Commonwealth vehicle for private real estate purposes and did not list all of the personal calls on the Commonwealth cell phone. The use by Bryant of PennDOT employee Tonya Carleton for personal /business work resulted in his receipt of two e -mails in April of 2003 wherein he was admonished for assigning personal work to PennDOT clerical staff during business hours. Bryant was told that such action had to cease. Bryant as a PennDOT Maintenance Manger was required annually to file SFI's on or before May 1 containing financial information for the prior calendar year. Fact Finding 42 delineates the disclosures made by Bryant on the SFI's he filed for the calendar years 1997 through 2003 inclusive. On his SFI's, Bryant failed to disclose income in excess of $1,300 from Acorn Markets for the calendar years 1999, 2000, and 2001. See, Fact Finding 43. Bryant did not have supplemental approval from PennDOT for his employment with Acorn Markets. Having highlighted the Stipulated Findings and issues before us, we shall now apply the Ethics Act to determine the proper disposition of this case. Bryant, 04 -004 Page 17 The parties' Consent Agreement sets forth a proposed resolution of the allegations. The Consent Agreement proposes that this Commission find: "a. Terry Bryant violated Section 1103(a) of the Ethics Act (Act 93 of 1998) when he utilized Commonwealth facilities, including copy and fax machines, telephones, cellular telephones, digital cameras and employees in support of his outside employment with real estate companies and; b. Terry Bryant violated Section 1105(b)(5) of the Ethics Act (Act 93 of 1998) when he did not disclose on Statements of Financial Interests filed for the 1999, 2000 and 2001 calendar years income in excess of $1,300 received from Acorn Markets." Consent Agreement, paragraphs 3(a) and (b). In addition, Bryant agrees to make payment in the amount of $2,000.00 to the Commonwealth of Pennsylvania through this Commission within thirty (30) days of the issuance of this order. In applying Section 1103(a) of the Ethics Act to the allegations before us, there were uses of authority of office on the part of Bryant. But for the fact that Bryant was a PennDOT Highway Maintenance Manager, he would not have been in a position to use a Commonwealth assigned vehicle, to supervise PennDOT employees and to use various Commonwealth equipment such as copiers, fax, cell phones, as well as office supplies and facilities. The utilization of Commonwealth employees, facilities, equipment, and supplies by Bryant were uses of authority of office. See, Juliante, Order 809. The uses of authority of office on the part of Bryant resulted in pecuniary benefits in that he did not have any out of pocket expenses by using the Commonwealth equipment, facilities, personnel and supplies. The pecuniary benefits received by Bryant were private. In this regard, Bryant, as a public employee and as the recipient of an approval for his supplemental employment, was advised that he could not use Commonwealth equipment, facilities, personnel and supplies for personal or private business interests. Accordingly, Bryant's decision to engage in such prohibited activities resulted in pecuniary benefits that were private in that they were not authorized in law. Lastly, the private pecuniary benefits inured to Bryant himself. Accordingly, Bryant violated Section 1103(a) of the Ethics Act when he utilized Commonwealth facilities, equipment, personnel, and supplies in support of his private outside employment with real estate companies. Our decision above is consistent with the myriad of our prior precedents that public officials /public employees cannot use government offices, equipment, facilities, staff and supplies for non - governmental functions such as business, campaign, re- election or political activities. See, Friend, Order 800; Rieger, Order 680; Rockefeller, Order 1004; Habay, Order 1313; Metrick, Order 1037. Turning to the SFI allegations, the parties have stipulated that Bryant failed to report income in excess of $1,300 from Acorn Markets for the calendar years 1999, 2000 and 2001. Since Bryant was required to disclose such financial information and failed to do so, he violated Section 1105(b) of the Ethics Act when he failed to disclose on his SFI's for the calendar years 1999, 2000 and 2001 income in excess of $1,300 from Acorn Markets. We determine that the Consent Agreement submitted by the parties sets forth the proper disposition for this case, based upon our review as reflected in the above analysis and the totality of the facts and circumstances. Accordingly, Bryant is directed to make payment in the amount of $2,000.00 to the Commonwealth of Pennsylvania through this Commission within 30 days of the issuance of this 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. Bryant, 04 -004 Page 18 IV. CONCLUSIONS OF LAW: 1. Bryant, as a Highway Maintenance Manager in the Pennsylvania Department of Transportation, was a public employee subject to the provisions of Act 9 of 1989 as codified by Act 93 of 1998. 2. Bryant violated Section 1103(a) of the Ethics Act when he utilized Commonwealth facilities, equipment, personnel, and supplies in support of his private outside employment with real estate companies. 3. Bryant violated Section 1105(b) of the Ethics Act when he failed to disclose on his SFI's for the calendar years 1999, 2000 and 2001 income in excess of $1,300 from Acorn Markets. In Re: Terry Bryant ORDER NO. 1367 File Docket: 04 -004 Date Decided: 6/6/05 Date Mailed: 6/17/05 1 Bryant, as a Highway Maintenance Manager in the Pennsylvania Department of Transportation, violated Section 1103(a) of the Ethics Act when he utilized Commonwealth facilities, equipment, personnel, and supplies in support of his private outside employment with real estate companies. 2. Bryant violated Section 1105(b) of the Ethics Act when he failed to disclose on his SFI's for the calendar years 1999, 2000 and 2001 income in excess of $1,300 from Acorn Markets. 3. Per the Consent Agreement of the parties, Bryant is directed to make payment in the amount of $2,000.00 to the Commonwealth of Pennsylvania through this Commission within thirty (30) days of the issuance of this order. a. Compliance with the foregoing will result in the closing of this case with no further action by this Commission. b. Non - compliance will result in the institution of an order enforcement action. BY THE COMMISSION, Louis W. Fryman, Chair