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fly OF IT�
TOWN OF ITHACA
126 EAST SENECA STREET, ITHACA, N.Y. 14850
TOWN CLERK78-17 1 HIGHWAY 7 -165 PARKS 273-8035 ENGINEERING 7 -17" 7 PLANNING 273-1747 ZONING 7" -178
1, FAX (607) 78-170
TOWN OF ITHACA ETHICS BOARD
MEBTING AGENDA
BRUARY 22, 1994
Call to Order
Pledge of Allegiance
Appointment Chair er on
Consideration and discussion of 1994 Ethics Disclosure
Statements
Consider changes to DisclosureStatements,:
► Requesting it ox`mation concerning associations with
riot -for profit organizations on Disclosure statements
h) Disclaimer on Disclosure Statements
New Business
Ad -ur1' ment
4
FINAL
Town of Ithaca Ethics Board Meeting
February 22, 1994
12:00 Noon
The Town of Ithaca Ethics Board net at the Town Hall, 126 East
Seneca, Street, Ithaca, New York with the following persons present:
nDVOVMM _
ALSO PRESENT:
U1Vf%TTOLPh
Call to Order:
12:09 p.m.
Robert Aronson
Bonnie Simpson
John Taylor
Earl Thomas
Bogy F . Poole, Deputy Town Clerk
John Barney, Esq.; Town Attorney
Joan Lent Noteboom, Town Clerk
James Byrnes, Ethics Board -Member
Mr. Aronson called the meeting to order at
Pledge o Alle�ian e: Mr. Aronson led the members in the Pledge,
of Allegiance to the American Flag.
Agenda Item No. 3 - Appointment of Chairperson
Mr. Aronson stated that a new chairperson for the board needs to be
elected. He asked for volunteers or nominations. He mentioned
that Bonnie Simpson has been vice chair and thought that she might
wish to succeed to the prestigious office of chairperson. Ms.
Simpson graciously declined saying that she had no ambitions
however she would accept if no one else was willing.
r. Aronson noted that he would be willing to serve another term .if
there is no objection by the board and as long as it doesn't get
too cumbersome.
Motion made by Mr. Taylor nominating Robert Aronson as Chair of the
Town of Ithaca Ethics Board for a term of office from the present
until December 31, 1994. Seconded by his. Simpson and the motion
carried unanimously.
Agenda Item No. 4 - Consideration and discussion of 1994 Ethics
Disclosure Statements
Mr. Aronson
asked his. Poole if there had
been any problems or
objections in
filling out
the statements or
if theme had been any
questions or
reservations
about completing
the forms. Ms. Boole
responded saying
not that
she was aware of.
Mr. Aronson
asked whether
or not there is a
mechanism by which we
Can be sure
that everyone
has completed a
fora who should' Ms.
Poole stated
that she Could not answer that as this procedure i
V
ETHICS MT .- 9
under the direction of the 'down- Clerk, Nis. Noteboom, and she would
be the one to address this .issue. She further stated that if
there is anyone who has not been sent one who is required to fill
one out, then it would be strictly are oversight.
Nis. Simpson referred to the minutes of the May 1 ,, 1993 Ethics
Board meeting regarding a request they had agreed upon in reference
to the disclosure statement. Under section 4. Contracts with Town,
she noted that the words oral, written or implied be should be
incorporated in the description after the, word contract in the
fart line. She did not see that change on- the copy of the
disclosure fora she had. Mr. Aronson agreed with his. Simpson that
the fora should be changed to conform with their request. Ms.
Poole noted the change.
Mr. Aronson asked if there were any other changes which should be
made to the form that had not been done?
Nis. Simpson also asked about whether there is a procedure in place
acknowledging the receipt of the Local Law assuring that new
persons understand the meaning of the law. She believes this was
implied In a subsequent communication from Ms. Noteboom on May 19,
1993 and she questioned how this was handled with persons who have
been employed for some time.
Nis. Poole responded saying she believed that when the lair was
passed, each and every person the law pertained to, i.e. employees,
staff, elected officials, hoard members, etc., received a copy o
the law and disclosure statement, to be filled out and returned to
the Town Clerk, A memo from the Town Clerk stating if there were
any questions they were to contact either the Town Clerk or their
supervisor was also included, Nis. Poole stated further that it was
her understanding, however she could not confirm it, that any
subsequent new employees are given the law and are asked to sign a
certification indicating they understand the law and have received
a► copy. Nis.. Poole offered to check with the personnel department
to see if this was the procedure or if a procedure similar to this
was id place. She would have Ms-. Noteboom report back to the board
as to her findings.
Nis. Simpson also asked lbs. Poole if every employee ardor elected
official receives the disclosure statement to be filled out. Nis.
Poole stated she dick not know however she would follow up on it an
have Ms. Noteboom report back to the board.
Mr. Aronson asked if this is the procedure, is this the only time
they receive a copy of the law and the certification? Ms. Poole
replied that it was her understanding that it was however it there
were any amendments made to the law, it would be distributed
accordingly.
dip
ETHICS NET .. - 2
Agenda Item No. 5a -Requestincr Inf r tion Concerninq Associations
With Not -For -Profit Organizations On.Disclosure Statements
Mr. Aronson reported that not -for -profit organizations could
conceivably have an. interest in votes by the Town Board or actions
by Town officials. Someone who is an officer in such an
organization might need to disclose the fact that they have that
]rind of a relationship with the organization. He would like to see
non profit organizations incorporated in the wording in iterh no. 2,
page 2 on.the disclosure statement.
Nis. Sampson suggested listing any office which one might hold and
if votes were involved, disclosing the information prior to a vote
and them choose not to enter into any dialogue or Mote on the
issue.
Mr Thous suggested modifying the heading in item no. b
deleting the word business. He also suggested modifying item no. 2,
page 2 by adding the word organization to the headings and adding
"non-profit organization" in column 4, after the word partnership.
It was also agreed upon to change the heading on the first page
deleting. the ward "Annual" since a change in status letter is sent
out annually. The letter is returned, acknowledging receipt at
which time it will be filed in the Town Clerk's office with the
respective statement already on file.
Ms. Simpson noted that Section 3. page 2, second paragraph of Local
Law #4-1992, which states "said individuals shall file with the
Town Clerk a signed disclosure statement: i within 120 days of
the affective date of this law; (ii) by April 30th of each year
thereafter; and iii 'within 30 days of a significant change in
the information already on file, specifically including, but not
limited to, the acquisition of any real property." his. Sampson
interprets that to be annual and within 30 days of any significant
change.
After discussion of the Local Law, Mr. Taylor stated that he
believes the status change letter which is seat out and the
acknowledgement receipt should meet the letter of the law. It was
the consensus of the board to consider Mr. Taylor's statement that
rather than a new disclosure statement be completed every year the
acknowledgement and return of the letter would be consistent with
the language of the law. The Board requested that the Town
Attorney review the changes the Board has recommended before they
are made permanently to the document to insure legal requirements
have been met.
Discussion followed regarding the procedure to review the annual
statements by the board. It was. determined that the hoard would
review the statements annually at their convenience .in the Town
Hall. The Town Clerk would then notify each member of the board
when the statements are available for their review after the April
El
ETHICS HTG.-2/22/94 4
30th deadline.
IN I q 111111111 111 11
The Board agreed to 'table this item until clarificcItion Could be
obtained from the Town, Attorney, as to whalt he met bly a, dis,claimer.
There was some conflusion as to, his intent.
Ne,.wBusAn,,ess,
A's there was no new busi,ness t,he board moved to, adjolurn.
'I
No,., 7 Ad, rniment
Hr. Aronson made a motion to adjolurn the meeting.
Heeting adjourned at 12:55 � m p
Respectfully ipgbmittied,
B 'tt"Y' Poole
Deputy Town Clerk
1
Torn of Ithaca thi s Board Meeting
July 1, 199
12 : 00 Noon
The Town of Ithaca Ethics Board met at the Town Hall, 16 Bast
Seneca Street, Ithaca, New York with. the following persons present
D D V w_ M i
ALSO PRESENT:
EXCUSED:
Call to Order:
12:10 p,m.
Robert Aronson
John Taylor
Earl. Thomas
James Byrnes
,roan Lent I oteboom, Town Clerk
Patricia Pungr, Personnel Manager
John Barney, Town Attorney
Bonnie Simpson
Mr. Aronson called the meeting to order at
Pledge of Allegiance: Mr, Aronson. led the members i.n the Pledge
of Allegiance to the American Flag.
Mr, Aronson welcomed Pat Punger, Personnel Manager to the meeting
stated his. Punger had seat a memo expressing concerns regarding the
revised disclosure statement.
Ms. Purger briefed the .Board stating her concern was with the
disclosure of membership in any unincorporated association by an
employee or any member of their family. such disclosures are not
s ecif ically employment related, and the Town could be subject to
law suits by persons who would not like their memberships known.
Employees may feel discriminated against because the Town has found
out they -belong to a certain organization even though their
membership has little to do with their job with the Town. his.
Punger further implied the employment field is one that often has
lawsuits if one is terminated f or, cause or for poor job
erformance . it is difficult to avoid lawsuits in some oases and
when someone can pin point a reason for discrimination,, that
creates even more of a problem. It .is very unlikely the Town may be
discriminating; however, it could give reason for the employee to
bring up the fact that their job performance was fine and that the
Town is terminating that person because they belong to a certain
organization or because they were particular type of person. Hs.
Punger felt the Town should try to avoid these scenarios if at all
possible.
Mr. Aronson questioned whether or not the disclosure statements are
a ratter of public record.
Mr. Barney responded ,in the affirmative.
Mr. Aronson stated it is potentially possible that someone might
acquire informati-on that would be to the disadvantage of some
employee. He asked lair. Barney whether or not he has reviewed the
reprised disclosure statement.
Mr. Barney responded that from a Legal standpoint he does not thiftk
the Town is off base because it is not a ... pre -a plicationr' or a
11re-employment'' determination. The context in which it is asked
is in the context of discio ing any possible conflicts one might
have with the governmental authority one works for. On the other
hand, he is not quite sure he or the Town Board sees the need for
it. Fight now it is part of the ethics legislation, an am-endment
would be needed in the legislation it the Board wished to amend the
statement.
Mr. Thomas asked if this was pant of the Town' s legislation and not
the tate's.
Mr. Barney replied the Statefs is more rigorous and the Town, with
some trepidation and from a legal standpoint, opted to require less
than the State. There are some questions as to whether the Town has
the authority to do this. The State Legislation is supposed to be
superseding legislation. you either adopt their Legislation in
full or you ignore it in full, the Town tools the middle wanting
some disclosure. The State's disclosure is about a nine page
document which seemed rather excessive for a municipality the size
of the Town of Ithaca.
Mr. Byrnes asked if the State tequired this information of it'
employees?
Mr. Barney replied he believed the language tracts the State' s
legislation, however, he was not positive.
r. Aronson stated he reviewed the language from which it was
adopted and it seems the language of the State Law and the language
which has been incorporated in the Town` s disclosure statements run
a very close parallel. Mr, Aronson was not sure whether the Town
is obligated to put that language in or not.
Mr. Barney maintained the Town has deliberately taken the risk of
saying it will not require as much disclosure as the State would
have us require. In that context, the Board can consider if it is
the appropriate thing for the people employed by the Town of Ithaca
to disclose. If so them this Board should not make a
recommendation to have the statement changed.
Mr. Aronson said it is implied at least, if not spelled out, that
the language currently in the disclosure s.tatement is rather broad
and uses the term State of New York but the implication in our own
case is that it is only those organizations that might have some
bind of connection or business with the Town itself. He asked if
it is the State as a whole.?
s'
Ethics Mtg.
7189
Mr. Barney responded by saying the Town did not try to locate
affiliations strictly within the Town because you have businesses
outside the Town of Ithaca who do business with the Town.+
Therefore, the statement does not want to limit the location of the
affiliations to within the Town or County. This is the reason the
State was chosen as opposed to local. fir. Barney dial not feel that
is the issue as much as the nature of the organization. He does
not think that anyone would have a problem with disclosing a
commercial affiliation, and that is where the usual concerns arise.
It is a question of whether you get in to unincorporated
associations which are social, charitable, or politically oriented.
The obligation is still there under any circumstance to disclose
when you, are involved with the Town.
Mr. Barney agreed with his. Punger in that he does not feel that
unincorporated associations need to be included in the disclosure.
Motion by Mr. Byrnes to delete "unincorporated association"' from
OUTSIDE BUSINESS INTERESTS, and acid a sentence at the end of
the paragraph as follows: In complying with this paragraph, you
may elect not to disclose the names of any not -for -profit
associations whether incorporated or unincorporated if your feel
they. do not do° substantial business with the Town, and which do not
give the appearance of any conflict of interest, fir. Taylor
questioned why it would not be sufficient to delete the last two
words in the first line of #.
Mr, Byrnes responded by saying there might be unincorporated
associations that do business with the County.
r, Barney stated one could have incorporated associations, such as
most churches. If your do not eliminate somehow the corporation
aspect of a not -for -profit enterprise, persons would be required to
identify their involvement.
Mr. Byrnes replied someone might not wart to disclose what
religious organization -they are affiliated with or some other group
and should not be forced into disclosing that information unless
the group .a -some conflict with the Town.
r. Taylor. said if the organization has gone so far as to be
incorporated such as a church, and if a person is a member of the
board of that church, those things are generally publicized,
therefore he does not understand the argument. It seems perfectly
reasonable to want to know who is a member of the board of are
organization in view of the fact thence may be some dealings with
the Town at some point. It also seems to him that if a homosexual
organization goes so far As to become incorporated and someone on
the Town Board is a member of the board, they should be willing to
disclose that informationt
Ethics Mtg .
7/18/94
4
Mr. Barney remarked he does not see the need as long as you have
the disclosure requirement when any event occurs whore that entity
would have an interest in what is going on. It is at that point
one should disclose the affiliation. He further stated that the
disclosure is designed to get at business activities that might
pose a conflict. The personal elements of one's life is not what
should be asked for in the disclosure statement.
Mr. Aronson asked how the proposed "'waiver" or "escape clause"
would read?
Mr. Barney replied he liked Mr. Byrnes' suggestion to add a
sentence, The word corporation would remain and delete not -for -
profit. He Mien suggested leaving the form as is andadd the
following at the end of the paragraph: In completing this section
one can omit reference to any not -for -profit entity that has no
business dealings with the Town.
Mr. Byrnes suggested leaving the form as is. When he filled the
form out for himself, all the ones he had were not -for -profits.
The addition as Mr. Barney presented it clarifies what you may or
may not disclose.
Mr. Aronson stated if someone from such an organization appears
before any of the Town Boards and there is a question involving
their affiliation, that person might be asked orally whether they
are an officer of the organization rather than have them produce a
statement in advance.
Mr. Barney remarked it would came up the other way around. if
someone were to come in from the SPCA for example, and he was
sitting here as his role as attorney for the Torn, he would
acknowledge and advise the Board at that paint that he is the
attorney for the SPCA.
The question arose as to whether or not any religious organization
should be omitted also.
Mr. Barney responded saying the Town has several churches located
within the Town that from time to time have come in for one reason
or another, such as an easement arrangement. If someone on the Town
Board is a member of the church board, that person should disclose
that information at that time. The churches are also not -for -
profit, so the disclosure statement now would cover then.
Mr. Byrnes asked how the Town' s disclosure statements compare with
the City's and the County's
Mrs. Noteboom stated she did not believe that the City had an
Ethics Law however the County did.
Ethics Mtg,
71894
5
Mr. Barney went on to say approximately four years ago, the State
passed legislation that said any municipality or county with
population in excess of 100,000 had to follow the state's rules.
It said that any municipality or county with a population of
100,000 or less, which is what the Town fell into, did not have to
follow state rules. However ever if you did decide to have any ethics
legislation at all. you then had to use the state's version, So
the Town adopted a local law which says, notwithstanding, what the
State says. The Town is not going to adopt the State's version,
there is law which stipulates the Town may do that,
s there were no other comments regarding the issue, the motion was
seconded by Mr. Taylor.
vote to add the last line in paragraph #2 was carried
unanimously.
r. Aronson reported that the changes made will be recommended to
the Town Board for their approval.
Mr. Aronson made reference to a letter from Bonnie Simpson in which
she believes not all of the changes that were discussed at the
February meeting have been made.
Mrs. Noteboom stated with the proposed charge made today, all of
the necessary changes have been made.
Mrs. Noteboom reminded the Board at this time every year the Ethics
Board is required to review the annual disclosure statements that
have been received for the current year. They are available for
review anytime in the Town Clerk's office and should be done n
Later than August 15, 1994. If any of the Board members have any
questions regarding particular statements after reviewing them, the
Chair could then call a special meeting to address the particular
concerns.
Mrs. Noteboom asked Mr. Barney if a new disclosure statement needs
to be filed annually even if there is no change in status?
Mr. Barney stated the law implies new statements have to be filed
every year. He suggested a rote be attached annually to the forms
presently on file, stating that this form is submitted for this
year as there has been no change from the prior year.
Mrs. Noteboom informed the Board she would prefer to send a blank
form out and request they fill it out for the current year as it is
their responsibility to return it to the Town Clerk by a certain
date. This would eliminate a lot of paper work and would take less
time rather than making copies of their statements, attaching the
notice, typing envelopes, etc..
0
Ethics 'Mj,
7/18/94
Mr. Byrnes asked for clarification on the amendment which the Board
just acted on. He asked if the words not -for -profit were deleted.
Mr. Barney stated that they were not.
Mrs. Noteboom informed the Board that she would send a copy of the
revised form as amended.
Mr. Barney advised the Board the Torn Board must approve the
recommendation before. the changes may be made.
Mrs. . ote oo iii add it to the agenda for the August 8, 1994 Town
Board meeting.
ADJOURNMENT
As there was no further business to come before the Board, fir.
Aronson made a motion to adjourn. Seconded by* Mr. Taylor.
Motion carried unanimously,
LN: bf p
Respectfully submitted,
Al
3b�n Le
nt Note om
Town Clerk