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HomeMy WebLinkAbout07-542ADVICE OF COUNSEL June 1, 2007 07 -542 This responds to your letter of April 20, 2007, by which you requested a confidential advisory from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa. .S. § 1101 et seq., would impose any prohibitions or restrictions upon three members of an A with regard to participating in matters involving a B application filed with the C by the D where: (1) each of the A members in question is an E; (2) each of the A members in question has in the past been and may in the future be appointed by the D F to act as a G or [perform certain duties] before the F; and (3) the spouses of two of the A members in question are employed by the D. Facts: As Solicitor for the C, you have been authorized by A Members Al, A2, and A3 to request an advisory from the State Ethics Commission on their behalf. You have submitted extensive facts, which may be fairly summarized as follows. The C is the H of the D. The A consists of [number] Members. On [date], the D filed an application for B with the C by which the D proposes to construct a new 1 consisting of [certain structures]. You note that the proposed construction at the D's expense is contemplated by [cite]. You state that although no action has yet been taken by the A with respect to the D's B application, it is contemplated that the A will review and discuss said application and ultimately vote to approve or deny the application and /or act on other matters associated with the application. Al, A2, and A3 are Es with Js in the D. Each of these A Members has in the past served and will in the future serve on a rotating basis as a G for the K of the D F. Appointments to serve as a G are made by the F from a list of Es actively engaged in L in the D, and the Gs are compensated for their service by the D. You state that the frequency of future appointments will depend upon the needs of the F. Confidential Advice, 07 -542 June 1, 2007 Page 2 A3 has in the past been and may in the future be appointed on a rotating basis to act as an M. Compensation for such an appointment is paid by [certain parties] at a [type of rate], and the frequency of future appointments will depend upon the needs of the F. You state that A3 has received no compensation or other benefits from the D since being elected as a Member of the A. Al 's spouse is employed as the [position] for the D. You state that said position in no way involves any decision making or other involvement with regard to the D's B application. A2 has in the past been and may in the future be appointed by the N to [perform certain duties]. Further, A2 has in the past been and may in the future be appointed by the 0 to [perform certain other duties]. Compensation for such appointments is paid by the D out of the F's budget at a rate fixed by the F, and the frequency of future appointments will depend upon the needs of the F. A2's spouse, who is also an E, is employed as the [position] for the D. You state that said position in no way involves any decision making or other involvement with regard to the D's B application. You state that the approval or disapproval of the D's B application will not result in: (1) any increase in or impact upon the aforementioned appointments to be made or the amount of compensation to be paid for said appointments; (2) any accrual of private pecuniary benefits to Al, A2, or A3; or (3) any accrual of private pecuniary benefits or any change in the compensation or other benefits currently provided by the D to the spouses of Al and A2. You ask whether any or all of the three A Members who are the subjects of your advisory request would have a conflict of interest with regard to participating in and /or voting on the D's application for B or related matters. 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. As A Members, Al, A2, and A3 are public officials 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 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 Confidential Advice, 07 -542 June 1, 2007 Page 3 65 Pa.C.S. § 1102. 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 are defined in the Ethics Act as follows: § 1102. Definitions "Conflict" or "conflict of interest." Use by a public official or public employee of the authority of his office or employment or any confidential information received through his holding public office or employment for the private pecuniary benefit of himself, a member of his immediate family or a business with which he or a member of his immediate family is associated. The term does not include an action having a de minimis economic impact or which affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which includes the public official or public employee, a member of his immediate family or a business with which he or a member of his immediate family is associated. "Authority of office or employment." The actual power provided by law, the exercise of which is necessary to the performance of duties and responsibilities unique to a particular public office or position of public employment. "Immediate family." A parent, spouse, child, brother or sister. "Business." Any corporation, partnership, sole proprietorship, firm, enterprise, franchise, association, organization, self - employed individual, holding company, joint stock company, receivership, trust or any legal entity organized for profit. "Business with which he is associated." Any business in which the person or a member of the person's immediate family is a director, officer, owner, employee or has a financial interest. Confidential Advice, 07 -542 June 1, 2007 Page 4 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, any member of his immediate family, or a business with which he or a member of his immediate family is associated. In each instance of a voting conflict, Section 1103(j) of the Ethics Act requires the public official /public employee to abstain and to publicly disclose the abstention and reasons for same, both orally and by filing a written memorandum to that effect with the person recording the minutes. In the event that the required abstention results in the inability of the governmental body to take action because a majority is unattainable due to the abstention(s) from conflict under the Ethics Act, then voting is permissible provided the disclosure requirements noted above are followed. See, Pavlovic, Opinion 02 -005. In applying the above provisions of the Ethics Act to your specific inquiry, you are advised as follows. Since the D is a political subdivision and not a "business" as that term is defined by the Ethics Act, the D is not a business with which Al, A2, or A3 or the spouses of Al and A2 are associated. See, Warso, Order 974. As such, under the submitted facts, the respective relationships between the aforesaid A Members, spouses, and the F or D would not form the basis for a conflict of interest in matters involving the D's B application. Therefore, you are advised that as to each of the three aforesaid A Members on whose behalf you have inquired, absent any other basis for a conflict of interest such as a private pecuniary benefit to the A Member, a member of the A Member's immediate family, or a business with which the A Member or a member of the A Member's immediate family is associated, Section 1103(a) of the Ethics Act would not prohibit such A Member from participating in or voting on matters involving the D's B application. The propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the C Code. Conclusion: As A Members for the C, Al, A2, and A3 are public officials subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq. Since the D is a political subdivision and not a "business" as that term is defined by Section 1102 of the Ethics Act, 65 Pa.C.S. § 1102, the D is not a business with which Al, A2, or A3 or the spouses of Al and A2 are associated. The respective relationships between the aforesaid A Members, spouses, and the F or D would not form the basis for a conflict of interest in matters involving the D's B application. As to each of the aforesaid A Members, absent any other basis for a conflict of interest such as a private pecuniary benefit to the A Member, a member of A Member's immediate family, or a business with which the A Member or a member of the A Member's immediate family is associated, Section 1103(a) of the Ethics Act would not prohibit such A Member from participating in or voting on matters involving the D's B application. Lastly, the propriety of the proposed 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 Confidential Advice, 07 -542 June 1, 2007 Page 5 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, Robin M. Hittie Chief Counsel