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7.6. SR 03-15-1993 . . . ITEM 7.6 MEMORANDUM LARKIN, HOFFMAN, DALY & LINDGREN, LTD. 1500 Norwest Financial Center 7900 Xerxes Avenue South Bloomington. Minnesota 55431 (612) 835-3800 TO: Mayor Hank Duitsman Members of the City Council FROM: DATE: RE: Peter Beck, City Attorney March 10, 1993 Code of Ethics/Conflict of Interest At its meeting on February 1, 1993, the City Council directed me to review the Sherburne County conflict of interest policy and advise the City Council regarding the potential adoption of a code of ethics/conflict of interest/disclosure policy. I have reviewed the County materials, the relevant state statutes, and the City's existing personnel policies and make the following report. The City adopted a conflict of interest policy for employees several years ago. The policy, which applies only to City employees, is set forth in the City's Code of Ordinances, at Section 218.08(9) (pages 2.46-2.47 of the City Code). A copy of the existing policy is attached as Exhibit A for your information. The policy directs City employees to avoid any activity which suggests a conflict of interest between their City responsibilities and their personal or family interests; defines "family members;" sets forth several examples of activities to be avoided; and directs employees engaging in any activity involving either an actual or potential conflict of interest, or having knowledge of such activity by another employee, to promptly report said activity to the City Administrator. The policy does not require annual disclosure of potential conflicts of interest. The only conflict of interest policy currently applicable to the City Council is found in Minnesota Statutes ~ 471.87-471.89. This statute provides that a city council member may not have a personal financial interest, either directly or indirectly, in any contract the city makes. The Minnesota State Ethics in Government Act, Minnesota Statutes Chapter lOA, also addresses conflicts of interest. This law requires that "public officials" and "local officials in a metropolitan governmental unit" file annual statements of economic interest with the State Ethical Practices Board and disclose potential conflicts of interest by means of a written I . . r . statement delivered to the officials' immediate superior. These requirements are found in Minnesota Statutes Section 10A.09 and Section 10A.O? These requirements do not presently apply to Elk River or Sherburne County, because neither is a "metropolitan governmental unit." (Sherburne County's policy was apparently adopted in reaction to a directive from the State Auditor, rather than by statutory requirement.) However, the state legislature is considering amendments to the Ethics in Government Act this session which apparently would apply to municipalities outside of the metropolitan area, such as Elk River. We do not know at this time whether this statute will be adopted or what its requirements will be if it is adopted. Elk River's existing conflict of interest policy goes beyond the current requirements of applicable state law. However, the policy could be strengthened further if the City Council saw fit and, as noted above, state law may change requiring a stricter polity. The options currently available to the City Council are as follows: 1. The Council could continue with the current City conflict of interest policy, as set forth in the City Code, revising it if and as necessary following action by the Legislature on the proposed amendments to the State Ethics in Government Act. We will monitor this legislation on the City's behalf and report to the Council if and when any legislation is adopted. Our report would include recommendations on how to bring the City's policy into compliance with the new state law. . 2. The Council could strengthen and expand the City's conflict of interest policy by making it applicable to City officials as well as employees, and broadening the list of prohibited activities. I have prepared an ordinance amendment for the City Council to consider which would make the changes which we would recommend if the Council elected to take this option. This proposed amendment is attached as Exhibit B. 3. The Council could also adopt an annual disclosure requirement similar to that found in the State Ethics in Government Act and the County's "related party transaction questionnaire." I have prepared an ordinance amendment (Exhibit C) which would add this requirement to the existing City Code. I have also prepared a proposed conflict of interest questionnaire (Exhibit D) which could be used as the annual disclosure document. This questionnaire could be expanded and revised from time to time without further ordinance amendments. . The City Council could take any of the three options outlined above, or could combine options 2 and 3. Perhaps the most efficient course of action would be to await legislative action 2. . . . on the proposed amendments to the Ethics in Government Act and revise the City Code as necessary and appropriate to comply with the new state legislation. The decision could be made at that time whether to go beyond the requirements of state law in imposing annual disclosure requirements. I will be at the Council Meeting on March 15, 1993, to present this report and answer any questions you may have. In the meantime, please feel free to call me. Attachments cc: Patrick D. Klaers, City Administrator PKB:HZOs EXHIBIT A . . . . . . 7. Resiqnation. Employees may terminate employment with the City at any time and for any reason upon proper notice. With the exception of ~epartment heads, City employees are required to submit a written resignation to their supervisor at least ten (10) working days prior to their anticipated separation date. ( Department heads must provide twenty (20) working days written notice to the City Administrator prior to their anticipated separation date. Employees who terminate employment with the City after giving proper written notice of such termination shall be compensated for accrued but unused vacation time as of the date of separation. Failure to comply with this notice procedure may be considered reason for denying an employee future employment with the City. An unauthorized absence from work for a period of three (3) working days may be considered a resignation without notice. 8. Supplemental Employment. Employees must devote all work time to City business. No work relating to supplemental employment may be performed during an employees regularly scheduled hours. Employees may accept supplemental employment while a City employee only if the following conditions are met: a. The employee informs his/her supervisor of the duties of the supplemental position and any potential conflict of interest with City employment; b. The supplemental employment does not conflict with the overtime requirements of the employee's position with the City; and c. The supervisor approves of the supplemental employment if it potentially conflicts with his/her City employment. 9. Conflict of Interest. The credibility of local government rests heavily upon the confidence which citizens have in public employees to render fair and impartial services to all citizens without regard to personal interest and/or political influence. Thus, City employees must scrupulously avoid any activity which suggests a conflict of interest between their private interests and City 'responsibilities. Employees of the City, or their family members, shall not engage or have financial interest in any business or other activity which could reasonably lead to a conflict of interest with the employee's primary City responsibilities. "Family members" of an employee shall be deemed to be the employee's spouse, parents, children, siblings, brothers-in-law, and sisters-in-law and the lineal descendants of any of them. Examples of activities which are not in accordance with this policy include, but are not limited to: 2.46 a. Having an interest in any business which has contacts or other direct dealing with the City; . b. Activities which require the employee to interpret City codes, ordinances, or regulations when such activity involves matters with which the employee has business and/or family ties; c. Consulting activities carried out within the City if such consulting involves talents or skills primarily related to the employee's City work responsibilities; and d. Using an employee's authority or City position for the purpose of personal financial gain. Any employee engaging in any activity involving either an actual or potential conflict of interest or having knowledge of such activity by another employee shall promptly report .the activity to the City Administrator. The City Administrator shall investigate the matter and make a determination as to whether or not an actual or potential conflict exists. If the City Administrator determines a conflict exists, it shall be presumed that the continuation of the practice would be injurious to the effectiveness of the employee in carrying out his/her responsibilities. In such cases the employee shall immediately terminate the conflicting activity or be subject to termination of employment. . 10. Layoffs. Layoffs may become necessary as a result of shortage of work, shortage of funds, unexpected over staffing, the abolition of a position, or changes in the City's organization structure. The City Administrator shall have authority to lay-off any employee when such action becomes necessary as determined in the City's sole discretion. Employees shall receive two (2) ~eeks.notice prior to a laY-Off. 11. Report of Personnel Changes. The City attempts to maintain complete and accurate personnel information on its employees (i.e., address, phone number, etc.). It is the responsibility of each employee to notify the City Administrator when changes occur. The City Administrator may prescribe certain forms for reporting such personnel changes to the City. . 12. Government Data Practices Act. Numerous types of data are categorized as private, non-public, or confidential under the Minnesota Government Data Practices Act. Minnesota Statutes 13.01-13.90. In many circumstances, data may not be disclosed except with authorization of the subject of the data or pursuant to court order. . To ensure that the Data Practices Act is not violated, employees are strictly prohibited from disclosing to a third party, within or outside the City, any personnel data, data relating to pending civil legal actions, or any other data that might be classified as private, non-publiC, or confidential without the City Administrator's express authorization. Pursuant to the Minnesota Government 2.47 . . EXHIBIT B . . . . . . ORDINANCE NO. 93 - CITY OF ELK RIVER AN ORDINANCE AMENDING SECTION 218.08(9) OF THE ELK RIVER CITY CODE OF ORDINANCES REGARDING THE CITY'S CONFLICT OF INTEREST POLICY The City Council of the City of Elk River does hereby ordain as follows: Section 1. Section 218.08(9) of the Elk River Code of Ordinances is amended to read as follows: 218.08(9) Conflict of Interest. a. Introduction. The credibility of local government rests heavily upon the confidence which citizens have in public officials and employees to render fair and impartial services to all citizens without regard to personal interest and/or political influence. Thus, City officials and employees must scrupulously avoid any activity which suggests a conflict of interest between their private interests and City responsibilities. Officials and employees of the City, or their family members, shall not engage or have financial interest in any business or other activity which could reasonably lead to a conflict of interest with the official's or employee's primary City responsibilities. "Family members" of an official or employee shall be deemed to be the official or employee's spouse, parents, children, siblings, brothers-in- law, and sisters-in-law and the lineal descendants of any of them. Examples of activities which are not in accordance with this policy include, but are not limited to the following: (1) Having an interest in any business which has contacts or other direct dealing with the City; (2) Activities which require the official or employee to interpret City codes, ordinances, or regulations when such activity involves matters with which the official or employee has business and/or family ties; (3) Consulting activities carried out within the City if such consulting involves talents or skills primarily related to the official's or employee's City work responsibilities; (4) Using an official's or employee's authority, influence or City position for the purpose of private or personal financial gain; . (S) The use of city time, facilities, equipment, or supplies for the purpose of private or personal financial gaini (6) Receipt or acceptance of any compensation or other considerations from anyone other than the City for the performance of an act which the official or employee would be required or expected to perform in the regular course of his/her City employment, or as a part of his/her duties as an official or employee. Compensation does not include awards, plaques or momentos recognizing the official's or employee's contribution in their area or to a charitable organization, honoraria or other expenses in conjunction with a presentation or demonstration in the employee's field of expertise or scholarships/financial grants for schools; (7) Entering into a business transaction when it involves using confidential information gained in the course of employment or is with an individual or entity that has contacts or other direct dealings with the City; . (8) Accepting other employment or public office where it will affect the official's or employee's independence of judgment or require use of confidential information gained as a result of City duties; (9) Acting as an agent or representative for another in any matter pending before the City or Council, except in the proper discharge of duties. For example, an official or employee should not appear before City Council on behalf of a third party and seek to use their position or influence to sway the Council; (10) Conducting personal business while working regularly scheduled hours; and (11) Accepting rebates or procuring any financial gain through the bidding process or employment of outside personnel. . Any official or employee engaging in any activity involving either an actual or potential conflict of interest or having knowledge of such activity by another official or employee shall promptly report the activity to the City Administrator. The City Administrator shall investigate the matter and make a determination as to whether or not an actual or potential conflict exists. If the City Administrator determines a conflict exists, it shall be presumed that the continuation of the practice would be injurious to the effectiveness of the official or employee in carrying out his/her duties and responsibilities. In such cases the official or employee shall immediately terminate the conflicting activity or be subject to termination of employment or removal from office. . . . b. Officials. For the purposes of this Section 218.08(9), the term "official" shall include all elected and appointed officials of the City including, but not limited to, the City Council, the Economic Development Authority, and the members of the Boards and Commissions established by Chapter II of the City Code of Ordinances. "Employee" shall include any individual employed by the City on a full or part-time basis. c. Elections. No elected official shall require, either directly or indirectly, any employees of the City to campaign on his/her behalf as a condition to employment. No employee shall use City time or resources in promoting or advocating the election of any individual. d. Ap9licability. Nothing in this policy is intended to violate, supersede, or conflict with any applicable state or federal law regarding conflicts of interest in public employment or disclosure requirements such as those set forth in Minn. Stat. Chapter lOA. Section 2. This ordinance shall be effective upon adoption and publication, according to law. Passed and adopted by the City Council of the City of Elk River, this ____ day of , 1993. Hank Duitsman, Mayor Attest: Sandra Thackeray, City Clerk PKB:HZ1s EXHIBIT C . . . . . . ORDINANCE NO. 93 - CITY OF ELK RIVER AN ORDINANCE AMENDING THE ELK RIVER CITY CODE OF ORDINANCES TO ADD SECTION 218.08(9) (e) REQUIRING ANNUAL DISCLOSURE BY CITY OFFICIALS AND EMPLOYEES OF POTENTIAL CONFLICTS OF INTEREST The City Council of the City of Elk River does hereby ordain as follows: Section 1. Section 218.08(9) of the Elk River Code of Ordinances is amended to add Section 218.08(9) (e) as follows: 218.08(9) (e) Conflict of Interest Disclosure. Every City official and employee shall annually disclose all actual and potential conflicts of interest by filing a completed Conflict of Interest Questionnaire with the City Administrator. City officials and employees holding office or employed on the date of the adoption of this ordinance shall file a Conflict of Interest Questionnaire on June 1, 1993 and annually thereafter. New City officials and employees shall file a Conflict of Interest Questionnaire within sixty (60) days of taking office or accepting employment, and on each June 1st thereafter. The Conflict of Interest Questionnaire shall be submitted on a form prepared by the City Attorney and approved by the City Council. Section 2. This ordinance shall be effective upon adoption and publication, according to law. Passed and adopted by the City Council of the City of Elk River, this day of , 1993. Hank Duitsman, Mayor Attest: Sandra Thackeray, City Clerk PKB:HZls . . . .. . EXHIBIT D . CITY OF ELK RIVER CONFLICT OF INTEREST QUESTIONNAIRE Please complete this questionnaire to determine if you have a conflict of interest with the City of Elk River. For purposes of this questionnaire, "family member" means your spouse, parents, children, siblings, brothers-in-law, sisters-in-law, and the lineal descendents of any of them. ~. Have you or any of your family members had any material interest (over $2,000), direct or indirect, in any business transaction with the City of Elk River since January 1, 1992? YES NO 2. As of today's date do you or any of your family members have any material interest, direct or indirect, in any pending or incomplete business transaction with the City of Elk River? YES NO . 3. Have you or any of your family members been indebted in an amount equal to or greater than $2,000 to any vendor that you believe the City does business with at any time since January 1, 1992? Please exclude amounts due. YES NO [Other questions could be included as deemed appropriate by the Council] I have answered the above questions correctly to the best of my knowledge and belief. Department Date You Name (Please Print) . Signature