HomeMy WebLinkAbout06-521 SchererBarry W. Scherer
863 Lafayette Avenue
Palmerton, PA 18071
ADVICE OF COUNSEL
February 24, 2006
06 -521
Re: Simultaneous Service, Borough Utility Coordinator and Member of Borough Civil
Service Commission.
Dear Mr. Scherer:
This responds to your letters received by the State Ethics Commission on January
19, 2006, and January 26, 2006, by which you requested advice from the State Ethics
Commission.
Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65
Pa.C.S. § 1101 et seq., would impose any prohibition or restrictions upon a Borough Utility
Coordinator with regard to simultaneously serving as a Member of the Borough's Civil
Service Commission for the Borough's uniformed police employees.
Facts: As the Utility Coordinator for the Borough of Palmerton ( "Borough "), you seek
an advisory from the State Ethics Commission. You have submitted facts, the material
portions of which may be fairly summarized as follows.
In your present capacity as the Utility Coordinator for the Borough, you are a
salaried Borough employee working as a coordinator between the Borough's Water and
Sewer Departments. You note that you previously served on Borough Council for 25
years, but surrendered your position on Borough Council in March 2005 to accept the
position of Utility Coordinator.
As Utility Coordinator for the Borough, you report directly to the Borough Manager.
However, you state that you take direction from the Water and Sewer Department
operation heads.
You have been asked to serve on the Civil Service Commission for the Borough's
uniformed police employees. Operationally, the police officers are under the direction of
the Police Chief and Mayor. However, their finances, operational funds and bargaining
agreement are under the direction of Borough Council. The Civil Service Commission is
not involved in operations, policies or funding.
You have submitted copies of the following documents, which documents are
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February 24, 2006
Page 2
incorporated herein by reference: (1) Borough organizational chart; and (2) Borough of
Palmerton Civil Service Commission Rules and Regulations, as amended December 14,
2000. It is noted that the Borough Civil Service Commission Rules and Regulations
include the following incompatibility provision:
C. DUTIES AND DESCRIPTION OF THE COMMISSION
2. Offices Incompatible with the Civil Service
Commission
No commissioner shall simultaneously
hold an elected or appointed office with the
United States Government, the Commonwealth
of Pennsylvania, or any political subdivision of
the Commonwealth. However, one member of
the Commission may also be a member of
Council.
Borough of Palmerton Civil Service Commission Rules and Regulations at 4.
Based upon the foregoing facts, you ask whether you would transgress the Ethics
Act by serving as a Member of the Civil Service Commission for the Borough's uniformed
police employees while also being employed as the Borough's Utility Coordinator.
Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of
the Ethics Act, 65 Pa.C.S. §§ 1107(10), (11), advisories are issued to the requester based
upon the facts that the requester has submitted. In issuing the advisory based upon the
facts that the requester 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 requester 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 requester has truthfully disclosed all of the material facts.
It is further initially noted that, pursuant to the same aforesaid Sections of the Ethics
Act, an opinion /advice may be given only as to prospective (future) conduct. If the activity
in question has already occurred, the Commission may not issue an opinion /advice but any
person may then submit a signed and sworn complaint, which will be investigated by the
Commission if there are allegations of Ethics Act violations by a person who is subject to
the Ethics Act. To the extent you have referenced conduct that has already occurred, such
past conduct may not be addressed in the context of an advisory opinion. However, to the
extent you have inquired as to future conduct, your inquiry may, and shall be addressed.
Based upon the limited facts that you have submitted regarding your job
duties /authority as the Borough Utility Coordinator, it is impossible to determine whether,
as the Borough Utility Coordinator, you would be considered a "public official" or "public
employee" as those terms are defined by the Ethics Act. 65 Pa.C.S. § 1102; 51 Pa. Code
§ 11.1. Therefore, it cannot be conclusively determined whether you are subject to the
conflict of interest provisions of the Ethics Act. However, in order to provide as complete a
response as possible, this Advice shall address your inquiry based upon the assumption
that you are a public official /public employee subject to the provisions of the Ethics Act.
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
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February 24, 2006
Page 3
interest.
(j) Voting conflict. —Where voting conflicts are not
otherwise addressed by the Constitution of Pennsylvania or by
any law, rule, regulation, order or ordinance, the following
procedure shall be employed. Any public official or public
employee who in the discharge of his official duties would be
required to vote on a matter that would result in a conflict of
interest shall abstain from voting and, prior to the vote being
taken, publicly announce and disclose the nature of his
interest as a public record in a written memorandum filed with
the person responsible for recording the minutes of the
meeting at which the vote is taken, provided that whenever a
governing body would be unable to take any action on a matter
before it because the number of members of the body required
to abstain from voting under the provisions of this section
makes the majority or other legally required vote of approval
unattainable, then such members shall be permitted to vote if
disclosures are made as otherwise provided herein. In the
case of a three - member governing body of a political
subdivision, where one member has abstained from voting as
a result of a conflict of interest and the remaining two members
of the governing body have cast opposing votes, the member
who has abstained shall be permitted to vote to break the tie
vote if disclosure is made as otherwise provided herein.
65 Pa.C.S. §§ 1103(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
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 question of simultaneous
service, it is initially noted that the General Assembly has the constitutional power to
declare by law which offices are incompatible. Pa. Const. Art. 6, § 2.
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February 24, 2006
Page 4
It is administratively noted that the Borough Code provides:
§ 46173. Offices incompatible with civil service
commissioner
No commissioner shall at the same time hold an
elective or appointed office under the United States
Government, the Commonwealth of Pennsylvania or any
political subdivision of the Commonwealth, except that one
member of the commission may be a member of the council of
the borough and one may be a member of the teaching
profession.
53 P.S. § 46173. Similarly, on its face, Section C, paragraph 2 of the Borough of
Palmerton Civil Service Commission Rules and Regulations would appear to prohibit
simultaneous service in an elected or appointed office of the Borough and as a Member of
the Borough's Civil Service Commission for the Borough's uniformed police employees.
The limited facts that you have submitted do not reveal whether, as the Borough's
Utility Coordinator, you are serving in an "appointed office" of the Borough.
Turning to the question of conflict of interest, pursuant to Section 1103(a) of the
Ethics Act, a public official /public employee is prohibited 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, a member of his
immediate family, or a business with which he or a member of his immediate family is
associated. Where 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,
McCain, Opinion 02 -009). 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, but in each instance of a conflict of interest, the individual would
be required to abstain and to satisfy the disclosure requirements of Section 1103(j) as set
forth above.
You are advised that assuming that you would be considered a public official /public
employee subject to the provisions of the Ethics Act, you could, consistent with Section
1103(a) of the Ethics Act, simultaneously serve in the positions of Borough Utility
Coordinator and Member of the Borough Civil Service Commission for the Borough's
uniformed police employees, conditioned upon the assumption that the position of Borough
Utility Coordinator would not be considered an "appointed office" of the Borough within the
meaning of any relevant incompatibility provision of the Borough Code or Section C,
paragraph 2 of the Borough of Palmerton Civil Service Commission Rules and
Regulations.
Lastly, the propriety of the proposed conduct has only been addressed under the
Ethics Act.
Conclusion: Based upon the limited submitted facts as to your job duties /authority,
it is unclear whether, as the Utility Coordinator for the Borough of Palmerton ( "Borough "),
you would be considered a "public official" or "public employee" as those terms are defined
by the Ethics Act. 65 Pa.C.S. § 1102; 51 Pa. Code § 11.1. Assuming that you would be
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February 24, 2006
Page 5
considered a public official /public employee subject to the provisions of the Ethics Act, you
could, consistent with Section 1103(a) of the Ethics Act, simultaneously serve in the
positions of Borough Utility Coordinator and Member of the Borough Civil Service
Commission for the Borough's uniformed police employees, conditioned upon the
assumption that the position of Borough Utility Coordinator would not be considered an
"appointed office" of the Borough within the meaning of any relevant incompatibility
provision of the Borough Code or Section C, paragraph 2 of the Borough of Palmerton Civil
Service Commission Rules and Regulations. Lastly, the propriety of the proposed course
of conduct has only been addressed under the Ethics Act.
Pursuant to Section 1107(11), this 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 requester 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