HomeMy WebLinkAboutMINUTES - 7/12/2016- BOARDS,COMMISSIONS,CONFLICT,PERSONAL INTEREST1
Ethics Review Board Meeting Minutes
July 12, 2016
4:00 p.m.
Members in Attendance: Board members Ray Martinez, Gino Campana and Kristin Stephens
Also Present: Kevin Jones, Fort Collins Chamber of Commerce; Vicky McLane; Cari Brown;
Gina Janett; J Beatty; Wanda Winkelmann, City Clerk; Rita Jordan, Transportation Board;
Mike Gebo, City of Fort Collins; and Tom Leeson, City of Fort Collins.
Staff in Attendance: Carrie Daggett, City Attorney; Brad Yatabe, Asst. City Attorney; Jeanne
Sanford, Paralegal; Cary Alton, Paralegal
A meeting of the City Council Ethics Review Board (“Board”) was held on Tuesday, July 12,
2016, in the City Attorney’s Office Large Conference Room, to consider the following issue:
That the Board consider and provide an advisory opinion regarding the question of whether
under the City Charter board and commission members, after declaring and disclosing a conflict
of interest in a matter, may participate in that matter on behalf of an interested stakeholder (for
example, as a technical professional providing advice to any applicant), so long as they do not
personally appear before the board to advocate on behalf of another person. The inquiry also
requested that the Board consider the same question as it relates to Councilmembers.
The meeting began at 4:10 p.m. The Board reviewed the Agenda which contained the following
items:
1. Appointment of Chair for Meeting of the Ethics Review Board for July 12, 2016,
Meeting.
2. Consideration of an inquiry by Council member Campana requesting that the Board
consider and provide an advisory opinion regarding the question of whether under the
City Charter board and commission members, after declaring and disclosing a conflict
of interest in a matter, may participate in that matter on behalf of an interested
stakeholder (for example, as a technical professional providing advice to an
applicant), so long as they do not personally appear before the board to advocate on
behalf of another person. The inquiry also requested that the Board consider the same
question as it relates to Councilmembers.
3. Other Business.
4. Adjournment.
The Board discussed appointment of a chairperson for the meeting. Councilmember Campana
nominated Councilmember Ray Martinez to chair the meeting. Councilmember Stephens
seconded the nomination and Councilmember Martinez accepted the role of chairperson with the
unanimous consent of the Board.
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The Chair stated that this is an Ethics Review Board meeting on July 12, 2016 4:00 p.m., and
declared that all members of the Board were present.
Councilmember Martinez summarized the specifics of the issue before the Board and City
Attorney Daggett summarized the materials which included the Agenda Item Summary and
supporting opinions adopted by the Ethics Review Board. Ms. Daggett indicated that the
Agenda Item Summary runs through the relevant Charter provision Article 4, Section 9(e)(3)
which relates to actions that officers/employees must take once they have determined a conflict
exists and have disclosed the conflict. Also provided are prior adopted Ethics Review Board
opinions adopted, namely 91-3, 98-53 and 91-2. It was noted that the City Code prohibits
Councilmembers from representing any person or interest before the Council or a City board.
Councilmember Campana elaborated on the request by indicating that historical interpretation of
the limitation on appearances by boardmembers has been that there is a conflict if one
participates in an official capacity as a Board member, not as a citizen or professional at large.
Mr. Campana commented that this has been under re view recently. Mr. Campana was phoned
by several members of the Landmark Preservation Commission who have said that if they can’t
do work for the City, even after recusing themselves on a project that they worked on, then they
cannot serve on the Commission. Mr. Campana stated this presents a problem for the City where
experts are needed on a board. Mr. Campana stated the question, why are we interpreting the
limitation differently now as opposed to the last 20 years? Councilman Campana noted it was
unwritten policy in Board member training and that stipulation said that, for example, if you are
a Planning & Zoning member and a professional architect in the community and you are working
on a project that is going before the P&Z board, you recuse yourself from that decision, you
don’t present in front of the Board, but certainly a member from your firm can present before the
Board. Mr. Campana stated he believed the situation that triggered this discussion was a little
more defined in that if you are a single person office, if you recuse yourself from that decision,
can you represent your work to that Board that you’re on? Historical interpretation has been
called into question. Mr. Campana stated “influencing a decision” in the official capacity of that
Board member seems to be a differentiating sentence that lays out the intention. Mr. Campana
stated he agreed with Ms. Daggett that it does not explicitly say you can. It would be an option
at this point to get an opinion out of the committee, supported by Council, and work on clarity of
the Charter at a later date.
City Attorney Daggett added it has been a specific aspect of the issue and the reason this
conversation started is that there are times when materials are presented in writing and the
question was if someone showed up and talked to the Board, that is obvious, but if someone
wrote a report and presented it to the Board, that is not spoken communication but a written
report that goes to the Board’s decision and is attempted to sway or persuade the Board, so the
real question under the Charter, is that different? The Charter does not reference those
distinctions.
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Councilmember Campana stated he believes the hinge point is, are you influencing in your
official capacity as a Board member? Mr. Campana stated the suggestion of not presenting to
the Board was to try to eliminate perception of influence, but believed the way the language is
written that you could personally present to the Board, because you are participating outside your
capacity as an official Board Member. Mr. Campana believes the City took a conservative
approach previously to eliminate any gray area. Mr. Campana stated it was clear to him that if
you recuse yourself, you are eliminating yourself from that official capacity on that board.
Councilmember Martinez asked, if you recuse yourself, can you actually participate as an
expert? Mr. Martinez stated the Board has an obligation to base decisions on facts and not who
is presenting those facts.
Councilmember Stephens noted that expertise is needed as it is not so cut and dry. She asked if
written materials are not explicitly discussed in the Charter.
City Attorney Daggett stated that the prior Ethics Opinions specifically discussed not
representing other persons before the Board. The Ethics Review Board opinions attached to the
AIS put the standard out there. Ms. Daggett stated the prior Opinions indicate that you could
come talk to your board if it is about your personal matters, but you cannot do it not in a
representational capacity. Looking at Opinions 98-53 and 91-3, 91-2, Ms. Daggett stated they
basically say if you are appearing, for example, before P&Z Board to represent some other
person, that would be prohibited under the 1998 decision, however, the discussion there is about
physically appearing and standing in front of the Board to present, so the issue coming up more
recently is, is it okay for written materials to be submitted to the Board? Does it make it okay
that a boardmember is not standing in front of his or her board?
Councilmember Campana stated he disagrees with the 1998 opinion. Mr. Campana stated one
cannot present to the Board as a professional. Mr. Campana stated he was confused how that
decision was ever made, and stated there was a gap between discussion and opinion and there
was a need to focus on the intent behind the Charter provision.
City Attorney Daggett read the Charter provision.
Councilmember Campana called attention to two things: 1) the language states that you cannot
participate in in the manner as an officer/employee and 2) he believes they specifically left out
from the prohibition participating as a “professional” or “citizen” and he believed that was
intentional, otherwise a boardmember could not work in the City.
City Attorney Daggett pointed out there are a lot of situations where professionals could have
others from their firm participate and present to the board they serve on, where the boardmember
doesn’t have a direct role and is not authoring the documents.
Councilmember Campana agreed, but except for one-person firms. Mr. Campana stated this has
happened historically a couple times with special permission. He fears interpretation presented
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today does not even allow that. Mr. Campana stated he wanted to go back to the Charter
provision, figure out intent and interpretation. Mr. Campana believed the Charter was attempting
to be conservative where it stated one could not participate in the decision, as opposed to the
hearing.
Councilmember Martinez noted he was hung up on the phrase, “otherwise participating in
decision”. When you recuse yourself, not an officer or employee, only thing sticking out
“attempting to influence” but who defines what that is?
City Attorney Daggett indicated the question is raised here of physical presentation vs. written
materials and what is that meaning? That goes towards the interpretation of the term “attempting
to influence” and that is a key question for this discussion.
Councilmember Martinez asked for clarification on state law pertaining to that issue.
City Attorney Daggett replied there was no case law interpreting the Charter’s use of the term
“attempting to influence.” Where there is ambiguity in the Charter that leaves some room for
Council to adopt an interpretation so long as it is a reasonable attempt to interpret the language.
Ms. Daggett stated that in this case the Council may reasonably believe the language is
ambiguous and that interpretation was needed. One source of ambiguity has to do with what
rules of interpretation apply and how they would operate. Ms. Daggett discussed the Last
Antecedent Rule and the reason why it is not absolutely clear how that would be applied to the
Charter provision being considered.
Councilmember Campana agreed.
Councilmember Stephens asked Councilmember Campana if his main concern is the individuals
who are sole proprietors from being excluded.
Councilmember Campana, answered that historically, one would fill out a conflict of interest
form, recuse from voting on it as a boardmember, and have someone from your firm handle it for
the applicant/project. Mr. Campana stated the issue we are having is to make more clear for
boards and commissions how this applies to them and what they can do, in order to avoid panic
or unnecessary resignations. Mr. Campana explained that is why the Ethics Review Board
needed to meet and hash this out.
City Attorney Daggett replied that where we have Ethics Opinions adopted and where the City
Attorney’s Office is involved in discussing with board members on interpretation, the attorneys
look to those Ethics Opinions as a source of guidance, and is not in a good position to overlook
the things that Council has approved and adopted in the past with regard to interpretation.
Because of this, if the Ethics Review Board of Council would like a different outcome, it is
helpful for the Board to consider an issue and recommend an updated Ethics Opinion to Council
for adoption., So it is probably helpful for the Board to be looking at this question to evaluate it
and establish what is probably more definitive guidance for board members to rely on. Ms.
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Daggett stated that Council can choose to establish limitations on boardmembers. Council may
adopt additional guidelines or limitations in the City Code that do not require Charter changes so
long as they are stricter than the Charter, not more lenient.
Councilmember Campana inquired as to whether the approach he has been describing would
require to the Ethics Review Board to interpret Charter differently from past Boards/Councils.
City Attorney Daggett affirmed that to be the case.
Councilmember Campana further asked if there is enough from the discussion to move forward
if the Board supports that.
City Attorney Daggett replied that she felt the Board would be in a position to go in that
direction if that is the route the Board determines to be appropriate.
The Board then discussed training for boardmembers and how that was handled. City Clerk
Winkelmann discussed the training videos currently used and stated they have not be updated for
several years, and that there has been discussion of how to update and make them more user
friendly for the boardmembers.
Councilmember Campana agreed the videos should be changed and improved.
City Attorney Daggett then summarized what she had heard on the issue. The Board believes the
Charter language is actually narrower than it has sometimes been interpreted and actually goes to
participation in a matter as an officer/employee rather than any capacity. “Participating in
discussion” probably is “attempting to influence.” It is hard to not attempt to influence and still
be part of the discussion. Focus should be on the capacity of the person and what role they are
in. If one is in the audience participating on behalf with an applicant, then one is participating on
behalf of the applicant, and not participating as an officer/employee. There is interest in seeing
follow-up on discussion by Council of more narrow limitation than are in the Charter and what
Council would want to institute in Code to discourage and create limitations on boardmember
activities, including a potential for a variance or some other special process for boardmembers
who are seeking to participate in a process in front of their own board in a representational
capacity. Ms. Daggett stated that she was unclear whether the Board had completed its
discussion of the last agenda point about the limitations on activities of Councilmembers.
Councilmember Campana stated not to make a distinction. Mr. Campana then asked Ms.
Daggett if she felt there is a distinction.
City Attorney Daggett stated there is some state law on Councilmembers being held to a stricter
standard.
The Board members stated they were okay with that approach. It was further discussed that state
law might raise the question for Council members to be held to a stricter standard when
presenting to Council. Councilmembers Campana and Stephens agreed. Councilmember
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Martinez asked for clarity on the state law and how the idea of representing an interest would be
interpreted.
City Attorney Daggett that there is some room for distinctions to be made in applying that term.
There is a difference, for example, if an architect drawing up a plan that is then used for some
later step in a process, as compared to the architect responding to questions about how the plans
relate to the land use code. The latter would pretty clearly be “attempting to influence” while in
some cases the former might not be, depending on the circumstances.
Councilmember Campana agreed that it would be helpful to provide greater clarity about that
distinction.
The Board unanimously affirmed Ms. Daggett’s summary of the issues.
City Attorney Daggett indicated she would draft an opinion, which would be provided to the
Board as a public document for comment, and that the Board will review and discuss any
modifications. A follow-up meeting was proposed for after the Legislative Review Committee
meeting on Tuesday, July 19, 2016, in the City Manager’s Commons Conference room, 2
nd
floor.
Once the Board is satisfied with the opinion, City Attorney Daggett will get the issue on the next
City Council agenda for Council review and consideration of a resolution adopting the opinion.
For the record, there was a consensus with Board Members on what City Attorney Daggett
described.
Councilmember Martinez noted he would like a copy of or link to the training video discussed.
Other Business: City Attorney Daggett discussed updating the training. She would like to see an
updated approach to perhaps using “Ted Talks” style to the videos to shorten them down and
make them more efficient.
Councilmember Campana affirmed that on these quasi-judicial boards that one is “thrown in”
and noted training is more important for some board than others. He added it might be beneficial
to require a couple of meetings with a coach as training.
Councilmember Stephens agreed and added that it’s especially helpful to make people clear
about conflicts.
Meeting Adjourned at 4:58.
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Carrie M. Daggett, City Attorney