PHL MEDIA 35 THE KATZ PLAN FOR CLEAN AND OPEN GOVERNMENT IN PHILADELPHIA
From: "NS" (niksiz@no-spam)
Subject: The Katz Plan for Clean and Open Government in Philadelphia
Date: Thu, 10 Jul 2003 12:03:42 -0400


http://www.sam2003.com/press_item.asp?pr_id=27

Press Releases The Katz Plan for a Clean and Open Government in the City of Philadelphia
PHILADELPHIA, PA - July 10, 2003 -
Executive Summary
As we work toward making Philadelphia a destination of choice for residents,
businesses and visitors and reversing the city's decline, it is essential that we restore integrity and fair play in government. The political and ethical climate is a consideration taken into account when individuals or companies make all-important decisions about where to locate.

For too long, our city's "pay to play" practices have cost us money, robbed taxpayers and cheated our seniors, children and those in need of vital City services. Now is the time to stop these secretive and self-serving practices and give the City of Philadelphia a government they can be proud of.

Philadelphians deserve an accessible and honest city government. A customer-friendly City Hall under the Katz Administration will be open to all citizens - not just those with connections. People will no longer be rewarded simply because they know, are related to, or gave contributions to someone. Restoring the integrity of the city government must happen before any other policies can be accomplished. The Katz Administration will not operate for one day under the veil of secrecy and cynicism that has characterized so many others.

As Mayor, Sam Katz will issue an executive order on his first day in office that states Sam's expectations of higher ethical standards and good conduct for all City employees, especially those he appoints, and sets in motion a process that will accomplish the following in his first 100 days in office:

Clean and Open Government:

· End "pinstripe patronage" by subjecting professional service contracts to competition.
· Increase the transparency and fairness of city government and quasi-city government agencies by making all contract information easily available to the public on the web.
· Require open meetings and open records.

Personnel Practices:

· Develop a handbook with standards of conduct plainly spelled out for easy reference by City employees and officers and those seeking to do business with the City.
· Establish a training program for City employees and officers of the administration, agencies and quasi-public agencies on ethics and the proper code of conduct.
· Call on City Council for the final passage of Bill No. 010743, the anti-nepotism bill, "prohibiting City officers and employees from taking or recommending certain personnel actions affecting family members." Sam will then sign this bill into law.

Code of Ethics:

· Make our current Code of Ethics function more productively by re-activating the Board of Ethics which will meet regularly - at a minimum,
four times a year as required by ordinance.
· Create a Task Force to review the City's current Code of Ethics and make recommendations to improve its provisions, language and schedule of fines and disciplinary action for violations.
· Open the Board of Ethics meetings to the public and make the transcripts from those meetings readily available - on the web and in libraries.
· Increase the independence of the Board of Ethics by amending the Philadelphia Code so that members of the Board of Ethics serve staggered four-year terms, and are appointed by the Mayor and approved by City Council.

INTRODUCTION
Nearly one hundred years after "The Shame of the Cities" was published, many of Lincoln Steffens' criticisms still ring true. We live in a city where "pay to play" politics, familial considerations and a secretive government are accepted as a way of life. As we work toward bringing Philadelphia into the 21st century and reversing a decline that is five decades in the making,
we must restore the concept of integrity and fair play. Philadelphians deserve an open, accessible and honest city government.

If Philadelphia, the nation's 5th largest city, wants to compete with other major cities for residents and business, we must adopt standards that allow us to play in that arena. We can't hope to remain a first class city if we continue to allow these second rate practices. Our best efforts to attract national and global companies will continue to be thwarted if businesses believe that large campaign contributions or personal connections are the only ways for them to compete in Philadelphia.

The City's reputation for cronyism and secrecy is shameful, and our "pay to play" government costs city taxpayers millions of dollars every year. In a City Council budget hearing, the new Procurement Commissioner William Gamble, who has worked in several other cities, admitted that,

In all candor, this is the first city where I have worked where politics is a major role-player. Normally, in the bidding process it doesn't happen. You give out the specifications, the bids come in, you evaluate the bids.and it'
s over.

In 1999, then candidate for mayor, John Street said:

We ask and they give. The people who support me in the general election have a greater chance of getting business from my administration than the people who support Sam Katz. I think that's the way it works [and] anybody who doesn't acknowledge that's the way it works is either a liar or thinks you'
re really stupid.

That's not that way it will work in a Katz Administration. A customer-friendly government under the Katz Administration will be open to all citizens - not just those with connections. People will no longer be rewarded simply because they know, are related to, or gave contributions to someone.

MAINTAINING INTEGRITY IN OTHER CITIES
Other cities' efforts to clean up municipal government provide excellent models for us to follow. One of the most creative examples comes from New York City. In 1995, the City Conflicts of Interest Board aired a game show on the citywide cable access channel designed to educate city employees and the general public about ethics. The program featured the City Consumer Affairs Commissioner quizzing three city employees about potential conflicts of interest while an attorney with the Board commented on their responses.
The video was then used as part of an ethics-training program for employees at various agencies.

New York City is not the only large city offering mandatory ethics training.
Seven of the ten largest cities require such training; Houston offers it to new city officials and even Detroit has legislation pending that would require it. Only Philadelphia neither requires nor offers ethics training for city employees. Educating employees about ethics is limited to one provision in the Code of Ethics that states:

It shall be the duty of each head of a department, agency, authority, board,
and commission to furnish a copy of this ordinance to each and every employee under his or her direction.

Starting in October 2002, San Antonio convened an ethics committee to conduct an extensive, three-month review of its rules governing the conduct of city employees. From this process emerged a number of recommendations ranging from suggestions on the proper conduct of City Council members during public hearings to local municipal ordinances to regulate campaign contributions. Perhaps the most powerful revision of San Antonio's Code of Ethics states the following:

Public service is a public trust. All city officials and employees are stewards of the public trust. They have a responsibility to the citizens of San Antonio to enforce the City Charter and the associated ordinances and codes. To ensure and enhance public confidence in city government, each city official must not only adhere to the principles of ethical conduct set forth in this code and technical compliance therewith, but they must scrupulously avoid the appearance of impropriety at all times.

The authors of that provision understand that when it comes to the conduct of public officials, the public's perception of reality is as important as the reality itself. That is the attitude we need in Philadelphia.

MAKE CITY GOVERNMENT OPEN AND FAIR
No more cronyism, conflicts of interest and secrecy.

The source of much of the unethical behavior in city government is the City'
s longstanding and widespread practice of awarding no-bid contracts for "professional services" and the insider transactions commonly made by quasi-city agencies. "Professional services" traditionally include such things as legal representation, financial services, accounting/auditing services, medical services, and real estate appraisals. (Quasi-city agencies that the City controls, or has strong influence over, include Penn's Landing Corporation, Philadelphia Port Authority, Redevelopment Authority,
Philadelphia Housing Authority, Philadelphia Authority for Industrial Development, Philadelphia Industrial Development Corporation, Philadelphia Gas Works and others).

Applicable state law and the City Home Rule Charter do not require professional service contracts to be put through a competitive process, even though common sense says there should be some form of competition. The selection process for professional services contracts varies. The City has a professional services contracts manual that defines the process but the degree of adherence is difficult to gauge. Millions of dollars of "sole source" contracts are awarded every year by the City and quasi-city agencies. This practice prevents taxpayers from getting the best deal,
costing us money.

As Mayor, Sam Katz will end no-bid contracts and "pinstripe patronage" by:

· For the City: subjecting all professional services to an open competitive process.

· For quasi-city agencies: subjecting all contracts and transactions,
including professional service contracts, to an open competitive process.

An important reason why these practices continue is the difficulty that the public, the media and others have with getting information on contracts and transactions.

As Mayor, Sam Katz will end the secrecy and increase the transparency and honesty of city government by:

· Publishing the City's "Advanced Procurement Inventory Control System"
(ADPICS) on the City's website. This is an information system that tracks all bids and requests for proposals that go through the Procurement Department's competitive bidding process, including materials, supplies,
equipment, furniture, capital projects and many services.

· Publishing the City's "Automated Contract Information System" (ACIS) on the city's website. This is an information system that tracks all "professional service" contracts.

· Publishing on the City's website and the websites of individual agencies,
complete copies of all contracts of quasi-city government agencies.

· Requiring open records and open public meetings. All meetings held by boards, commissions and authorities that the Mayor controls should be open to the public. Sam Katz will require this pledge from all board members he appoints. Financial and ethical disclosure forms of appointed city officials should be posted on the web and in libraries. The minutes of all public meetings should be posted on the web and in libraries. Local campaign finance reports should be publicly posted, also. The schedule of City Council bills and public hearings should be posted on the web and in libraries.

With these increased sources of information, City taxpayers will have more information so they can determine that City tax dollars are being spent for the betterment of the City and not just to line the pockets of the politically connected.

NEPOTISM
Anti-nepotism rules are important. The integrity of government and the guarantee of a fair and level playing field when doing business with public officials are major factors used by individuals and companies when deciding where to live and do business. Even if a family member is competent and qualified, the public may nonetheless believe that family considerations were paramount in his/her selection. The result is the appearance of impropriety.

In December 2001, Councilman Michael Nutter introduced City Council Bill No.
010743 to prohibit city employees from "taking any personnel action concerning a relative," including hiring or suggesting people for jobs in government or quasi-public agencies. This bill sought to put Philadelphia on a level with 8 of the other 10 largest cities in the country. Among the top 10 cities, only Detroit and Philadelphia lack antinepotism rules.

Councilman Jim Kenney aptly noted in January 2002, "the two cities that don'
t have anti-nepotism rules are the two cities that lost population" in the nineties. A vital part of encouraging population growth and opening the city to new residents is opening the government to their participation.

Philadelphia's closest competitor for jobs, Camden, has also realized the importance of removing even the hint of impropriety by introducing anti-nepotism legislation of its own. Camden is undergoing a revitalization effort, and has introduced this legislation in order to insure a more customer friendly reputation.
Philadelphia must join with other major cities and embrace anti-nepotism legislation. Nepotism in city government is simply not in the public interest and as such should be made illegal.

As Mayor, Sam Katz will:

· Call on City Council for the passage of an anti-nepotism bill,
"prohibiting City officers and employees from taking or recommending certain personnel actions affecting family members." Sam will then sign this bill into law.

THE CODE OF ETHICS
Most Philadelphians probably do not even know that Philadelphia has a Code of Ethics (attached - Appendix A). In 1962, City Council and Mayor James Tate created a Code of Ethics to supplement Article X of the City Charter.
In its 40-year history the Board has seen several periods of sustained activity but, of late, it has been dormant.

The genesis of the Board of Ethics may be found in the Final Report of the Mayor's Ad Hoc Committee on Improvement in Municipal Standards and Practices, commonly referred to as the Fordham Committee Report, issued on March 15, 1962.

Mayor James Tate created the Committee of Ethics, which set up preliminary guidelines for the ethical behavior of city employees. Later that year, Tate signed City Council Bill 1715-A on Standards of Conduct and Ethics. The purpose of this ordinance was to supplement Article X of the City Charter,
(which prohibited certain activities of Councilmen, city officers, city employees and others). This ordinance established the Board of Ethics for the City of Philadelphia.

When it was established, the Board of Ethics was charged with "rendering advisory opinions to officers and employees with respect to ethical standards in municipal service and with making recommendations to the Mayor and to the Council directed to improvement in ethical standards in the City service or to organization and procedure related to administration and enforcement of such standards." The ordinance requires that the Board "shall hold meetings open to the public at least four (4) times during each calendar year and shall make an annual report of its actions and recommendations to the Mayor and City Council."

The Board assumed an active role after Abscam, which ensnared three Council members and two local congressmen. After the1980's Abscam bribery scandal Mayors Bill Green and W. Wilson Goode - as well as City Council - toughened up the city's ethics code and requirements for employees to disclose outside financial interests.

During its period of peak activity in the 1980s, when the Board of Ethics held meetings and advised city employees, it did so publicly, releasing its opinions, sometimes without the names of the subjects. For example, the Board of Ethics conducted public hearings when a union gave Mayor Goode free suits. It also advised then-District Attorney Edward G. Rendell to pay several parking tickets on his city-owned car. In the early '90s, the City Solicitor's Office started advising city employees on ethical behavior. Now,
few opinions on ethical matters are available to the public, and consent of the subject is required.

There are six members serving on the Board of Ethics, all of which are appointed by the Mayor. Mayor John Street did not make his first appointments to the Board until the end of his second year in office. The list of current members is attached (Appendix B). The current Board has no regular meetings and cannot be described as "active." The Board meets at the call of the Chair, City Solicitor Nelson Diaz, generally when there is a request for an opinion. According to the Law Department, there are no pending requests.

The Code is poorly drafted, making it difficult for the average person to understand. It makes no provision for a handbook that can be used as a quick and easy reference for employees, nor does it offer any training for employees to allow them to penetrate the dense, legal terminology of the Code. The end result is a Code of Ethics that has little use and sits tucked away among the hundreds of other ordinances that make up the Philadelphia Code.

As Mayor, Sam Katz will:

· Make our current Code of Ethics function more productively by re-activating the Board of Ethics, which will meet regularly - at a minimum,
four times a year as required by the ordinance.
· Open the Board of Ethics meetings to the public and make the minutes from those meetings readily available - on the web and in libraries.
· Create an Ethics Task Force to review our current Code of Ethics and make recommendations to improve it.
· Enforce our current Code of Ethics and change applicable law to increase the fine for violations. The ordinance sets a $300 fine for those who violate the ordinance, and prohibits offenders from ever holding elective office or city employment.
· Increase the independence of the Board of Ethics by staggering the four-year terms of its members and requiring City Council approval of some or all of the Mayoral appointments. An ordinance would be required to make this change.
· Develop a handbook for easy reference for city employees and officers and those seeking to do business with the City.
· Establish a training program for city employees and officers on ethics and proper code of conduct and behavior. All officers and their senior staff should be required to attend an ethics seminar offered by the Board of Ethics as part of an orientation when they are appointed, and every four years thereafter. Attending this program will be a condition of employment and non-compliance will also result in a $500 fine. Sam will ask for a civil service regulation that includes other senior and mid-level managers in this requirement.
· Work with City Council and other quasi-city agencies to make these rules applicable for City Council and other branches of city government - such as the Zoning Board of Adjustment, Penn's Landing Corporation, Philadelphia Port Authority, Redevelopment Authority, Philadelphia Housing Authority,
Philadelphia Industrial Development Authority and others.

Appendix A CHAPTER 20-600. STANDARDS OF CONDUCT AND ETHICS [Note 22]
§20-601. Definitions.
(1) Board. Board of Ethics.
(2) Officer or Employee. Any person who is elected or appointed to a position in any branch of the government of the City and/or County of Philadelphia or to any elected or appointed position which serves the City and/or County of Philadelphia including, but not limited to, members of agencies, authorities, boards and commissions however elected or appointed;
persons serving full-time or intermittently; persons serving with or without compensation.
(3) Part-time Service. Service rendered by any City officer or employee who is not employed by the City on a full-time basis in any capacity. This shall include members of agencies, authorities, boards and commissions who are paid on the basis of each meeting attended.
(4) Transactions Involving the City. Any proceeding, application,
submission, request for a ruling, or other determination, contract, lease,
claim, case, award, decision, decree, judgment or legislation including ordinances and resolutions or other particular matter which the member of City Council, City officer or employee in question believes, or has reason to believe (a) is or will be the subject of City action; or (b) is one to which the City is or will be a party; or (c) is one in which the City has a direct proprietary interest. This shall not include routine applications or requests for routine information or other matters which are of a ministerial nature and do not require the exercise of discretion on the part of any member of City Council, City officer or employee.
(5) Annual Salary. Payment for services pursuant to Section 20-303, 304 and 305 of this Chapter except in those instances in which the rate of compensation is based upon the number of meetings attended or days worked.[Note 23]
(6) Business. Any corporation, partnership, sole proprietorship, firm,
enterprise, franchise, association, organization, self-employed individual,
holding company, joint stock company, receivership, trust or legal entity organized for profit.[Note 24]
(7) Commodity. Any movable or tangible thing that is produced or used as the subject of barter or sale.[Note 25]
(8) Gift. A payment, subscription, advance, forbearance, rendering or deposit of money, services or anything of value, unless consideration of equal or greater value is received. "Gift" shall not include a political contribution otherwise reported as required by law, a commercially reasonable loan made in the ordinary course of business, or a gift received from a member of the individual's immediate family or from a relative within the third degree of consanguinity of the individual or of the individual's spouse or from the spouse of any such relative.[Note 26]
(9) Immediate Family. A spouse residing in the individual's household and minor dependent children.[Note 27]
(10) Income. Any money or thing or value received, or to be received as a claim on future services, whether in the form of a fee, salary, expense,
allowance, forbearance, forgiveness, interest, dividend, royalty, rent,
capital gain or any other form of recompense or any combination thereof.[Note 28]
(11) Indirect Interest in Real Estate. Any business entity the assets of which are 80 percent or more in real property.[Note 29]
(12) Person. A business, individual, corporation, union, association, firm,
partnership, committee, club or other organization or group of persons.[Note 30]
(13) Security. Any contract, transaction or scheme whereby a person invests his money in a common enterprise and there is an expectation of profit solely through the efforts of a third party. The term security shall include, but not be limited to, any note, stock, treasury stock, bond,
debenture, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust certificate,
preorganization certificate or subscription, transferable share, investment contract, voting-trust certificate, certificate of deposit for a security,
fractional undivided interest in oil, gas or other mineral rights, or, in general, any interest or instrument commonly known as a "security," or any certificate of interest or participation in, temporary or interim certificate for, receipt for, guarantee of, warrant or right to subscribe to or purchase, any of the foregoing.[Note 31]
§20-602. Representation by City Officers, Employees and Members of Council.
(1) (a) No member of the Council nor other City officer or employee shall assist another person by representing him directly or indirectly as his agent or attorney, whether or not for compensation, in any transaction involving the City. This section shall not apply to any assistance rendered by any member of Council or other City officer or employee in the course of or incident to his official duties, or to any person who holds any City office or position who is not compensated for his service by the City.
Subject to Section 20-602(4).
(b) No member of Council or other City officer or employee shall accept any fee from anyone for referring any matter to another person where the member of Council or other City officer or employee would be barred from assisting or representing them under this ordinance.
(2) An uncompensated City officer or employee or a compensated City officer or employee whose service is part-time (excluding members of City Council or other City officers or employees who are paid on an annual basis) is subject to the foregoing paragraph only in relation to a particular matter (a) in which he has at any time participated through decision, approval,
disapproval, recommendation, the rendering of advice, investigation, or otherwise, or (b) which is pending in the department, agency, authority,
board or commission of the City in which he is serving.
(3) A member of Council or other City officer or employee may take uncompensated action, not inconsistent with the faithful performance of his duties, to aid or assist any person who is the subject of disciplinary, or other personnel administration proceedings with respect to those proceedings.
(4) A member of the Council or any other City officer or employee may act,
with or without compensation, on his own behalf or as agent or attorney for,
or otherwise aiding or assisting, his parents, spouse, child, brother,
sister or any person for whom he is serving as guardian, executor,
administrator, trustee, or other personal fiduciary, except in those matters in which he has participated personally as a member of Council, City officer or employee, through decision, approval, disapproval, recommendation, the rendering of advice, investigation, or otherwise, or which are the subject of his official responsibility.
(5) No member or employee of a partnership, firm, corporation, or other business organization or professional association organized for profit of which a member of the Council or other City officer or employee is a member shall represent any person directly or indirectly as agent or attorney in any matter in which such member of the Council or other City officer or employee has the responsibility for decision, approval, disapproval,
recommendation, the rendering of advice, investigation or otherwise determining such matters, unless such member of the Council or other City officer or employee shall disclose such fact and disqualify himself from such responsibility in the manner set forth in Section 20-608.
§20-603. Post-Employment Representation.
(1) No person who has served for compensation as a member of Council, City officer or employee shall assist, at any time subsequent to his City service or employment, another person, with or without compensation, in any transaction involving the City in which he at any time participated during his City service or employment.
§20-604. Gifts, Loans and Favors to City Personnel.
(1) No member of Council or other City officer or employee, shall solicit,
accept or receive any gift, loan, gratuity, favor or service of substantial economic value that might reasonably be expected to influence one in his position in the discharge of his official duties, from any person, firm,
corporation or other business or professional organization.
(2) No person, firm, corporation or other business or professional organization shall offer, make or render any gift, loan, gratuity, favor or service of substantial economic value to any member of Council or other City officer or employee which might reasonably be expected to influence such officer or employee in the discharge of his official duties.
§20-605. Exparte Communication.
No person shall, directly or indirectly, communicate in any way with any member of any board, agency, authority or commission of the City as to any adjudicative matter which is, or which may reasonably be, expected to be pending before such board, agency, authority or commission for the purpose of influencing said member of such board, agency, authority or commission,
unless a full disclosure of such communication is simultaneously made available to the other party or parties in interest with respect to such matter. This shall not apply to any communication by a member of Council or by any other City officer or employee in the performance of his official duties.
§20-606. Board of Ethics.
(1) In enacting this ordinance the Council does so in recognition of the fact that the Mayor has created a Board of Ethics and for the purpose of providing legislative standards for the operation of that Board in performing the following functions:
(a) Rendering advisory opinions to officers and employees with respect to ethical standards in the municipal service pursuant to written request by the officer or employee concerned or by an appropriate superior of the officer or employee concerned; and publishing advisory opinions with such deletions as may be necessary to prevent disclosure of the identities of the officers or employees concerned.
(b) Making recommendations to the Mayor and to the Council directed to improvement in ethical standards in the City service or to organization and procedure related to administration and enforcement of such standards.
(c) The Board of Ethics shall hold meetings open to the public at least four (4) times during each calendar year and shall make an annual report of its actions and recommendations to the Mayor and City Council.
§20-607. Conflict of Interest.
(a) Unless there is public disclosure and disqualification as provided for in Section 20-608 hereof, no member of Council, or other City officer or employee shall be financially interested in any legislation including ordinances and resolutions, award, contract, lease, case, claim, decision,
decree or judgment made by him in his official capacity, or by any board or body of which he is a member nor shall any financial interest be held by a parent, spouse, child, brother, sister or like relative-in-law, or by any person, firm, partnership, corporation, business association, trustee or straw party for his or her benefit, nor shall a member of Council or other City officer or employee be a purchaser at any sale or vendor at any purchase made by him in his official capacity. This latter prohibition shall apply so as to prevent a parent, spouse, child, brother, sister or like relative-in-law or any person, firm, partnership, corporation, business association, trustee or straw party from being such purchaser or vendor for or on behalf of the member of City Council, City officer or employee.
(b) In the event that a financial interest in any legislation (including ordinances and resolutions) award, contract, lease, case, claim, decision,
decree or judgment, resides in a parent, spouse, child, brother, sister, or like relative-in-law of the member of City Council, other City officer or employee; or in a member of a partnership, firm, corporation or other business organization or professional association organized for profit of which said member of City Council, City officer or employee is a member and where said member of City Council, City officer or employee has knowledge of the existence of such financial interest he or she shall comply with the provisions of Section 20-608(a) (b) (c) of this ordinance and shall thereafter disqualify himself or herself from any further official action regarding such legislation (including ordinances and resolutions) award,
contract, lease, case, claim, decision, decree or judgment.
(c) No member of Council or other City officer or employee shall become financially interested, subsequent to final action, in any legislation including ordinances and resolutions, award, contract, lease, case, claim,
decision, decree or judgment made by him in his official capacity, during his term of office or employment and until two (2) years have elapsed since the expiration of service or employment in the term of office of said member of Council or other City officer or employee.
This prohibition shall apply so as to prevent a parent, spouse, child,
brother, sister or like relative-in-law or any person, firm, partnership,
corporation, business association, trustee or straw party from becoming financially interested for or on behalf of a member of City Council, City officer or employee within said two (2) year period.
§20-608. Public Disclosure and Disqualification.
(1) Any member of City Council having a financial interest, under Section 20-607(a), (b), in any legislation including ordinances and resolutions,
shall make public the nature and extent of such interest as set forth in paragraph (a) hereof. Other City officers and employees having a financial interest in legislation, including ordinances and resolutions, shall make public the nature and extent of their interest as set forth in paragraph (b)
hereof. When any member of City Council or other officer or employee has a financial interest in an award, lease, case, claim, decree or judgment, such person shall make public the nature and extent of the interest as set forth in paragraph (c) hereof. Thereafter, such person shall disqualify himself or herself from any further official action regarding such legislation including ordinances and resolutions; award, contract, lease, case, claim,
decree or judgment.
(a) In the case of a member of Council, it shall be done at the scheduled public hearing of such legislation including ordinances and resolutions; if such interest occurs after the public hearing and prior to five (5) days before such legislation is to be acted upon, it shall be made by registered or certified mail to the Chief Clerk of the Council and all members of the Council and be announced by the presiding officer of the Council at the time the legislation is called up for consideration; if such interest occurs less than five (5) days prior to the action by the Council on such legislation,
the member shall announce his interest publicly on the floor of the Council in public session. This provision shall apply notwithstanding the fact that the member of Council did not participate or was absent upon or during the vote or consideration of such legislation.
(b) In the case of any other City officer or employee having such interest in legislation including ordinances and resolutions, he shall notify the Chief Clerk of the Council and every member of the Council, by registered or certified mail, at least five (5) days prior to the public hearing on the legislation and such notice shall be made part of the official records; in the event said interest occurs after the public hearing, the City officer or employee shall notify the Chief Clerk of the Council and every member of the Council by registered or certified mail, prior to the time of the Council meeting when action is to be taken upon said legislation.
(c) Where there is a financial interest, as set forth in Section 20-607(a),
by any member of Council or other City officer or employee in any award,
contract, lease, case, claim, decree or judgment, other than legislation,
the person having such interest, prior to any City action thereon, shall notify, by registered or certified mail, the Commissioner, Secretary and/or Executive Director of the pertinent agency, authority, board or commission,
and the Board of Ethics and the Department of Records which shall maintain a public record of such notices; in the event of action within a department or by a department head, such notice by registered or certified mail shall be given, prior to any action taken, to the Mayor, the Managing Director, the Board of Ethics and the Department of Records which shall maintain a public record of such notices.
This section shall not apply to routine applications or requests for routine information or other matters which are of a ministerial nature and do not require substantial discretion on the part of a City officer or employee.
§20-609. Confidential Information.
No member of the Council or other elected official or City officer or employee, paid or unpaid, full-time or part-time, shall directly or indirectly disclose or make available confidential information concerning the property, government or affairs of the City without proper legal authorization, for the purpose of advancing the financial interest of himself or others.
§20-610. Statement of Financial Interests.[Note 32]
(1) All individuals who are paid an annual salary pursuant to the provisions of Sections 20-303, 20-304 and 20-305 of this Chapter and all members of boards and commissions whether compensated or not shall file a statement of financial interests for the preceding calendar year with the Board of Ethics no later than the first day of May of each year that he holds office and of the year after he leaves such office except that for calendar year 1983 the effective filing date shall be July 1, 1984. All such individuals or members who take office after the effective filing date or less than thirty (30)
days before the effective filing date must file a statement of financial interest for the preceding calendar year within thirty (30) days of taking office.[Note 33]
(2) The statement of financial interests filed pursuant to this Section shall be signed under penalty of perjury and include the following information for the prior calendar year with regard to the individual required to file the statement:
(a) The name, address and position of the individual required to file statement.
(b) The occupation or profession of the individual required to file the statement.
(c) Any direct or indirect interest in any real estate which was sold or leased to the City of Philadelphia or any of its departments, boards,
commissions, authorities or other agencies; purchased or leased from the City of Philadelphia or any of its departments, boards, commissions,
authorities or other agencies; or was subject to any condemnation proceeding by the City of Philadelphia or any of its departments, boards, commissions,
authorities or other agencies.
(d) The name and address of each creditor to whom is owed in excess of five thousand ($5,000) dollars and the interest rate thereon. However, loans or credit extended between members of the immediate family and mortgages securing real property, which is the principal residence of the individual filing, shall not be included.
(e) The name and address of any person who is the direct or indirect source of income totaling in the aggregate five hundred ($500) dollars or more.
However, this provision shall not be construed to require the divulgence of confidential information protected by statute or existing professional codes of ethics.
(f) The name and address of any person from whom a gift or gifts valued in the aggregate at two hundred ($200) dollars or more were received, and the value and the circumstances of each gift.
(g) The source of any honorarium received which is in excess of one hundred ($100) dollars.
(h) Any office, directorship or employment of any nature whatsoever in any business entity.
(i) Any financial interest in any legal entity engaged in business for profit.
(3) Except for gifts reported under §20-610(2)(f), the statement of financial interests need not include specific amounts for any of the items required to be listed.
(4) All statements of financial interest filed pursuant to the provisions of this Section shall be made available for public inspections and copying during regular office hours.
§20-611. Notice to Members of Council, Other City Officers and Employees.[Note 34]
It shall be the duty of each head of a department, agency, authority, board,
and commission to furnish a copy of this ordinance to each and every employee under his or her direction.
§20-612. Penalties.[Note 35]
(1) In addition to the penalties as presently provided by law, any person in violation of this Chapter shall be punishable by fine not exceeding three hundred (300) dollars. Except with respect to Section 20-610, any person in violation of this Chapter is forever disqualified from holding any elected or appointed City office or employment with the City, its agencies,
authorities, boards or commissions.
(2) City Council shall have the right to repeal legislation enacted in violation of this ordinance. The Mayor, with the concurrence of a majority of all the members of City Council, may void any award, contract, lease,
case, claim, decision, decree or judgment made in violation of this ordinance, provided that no such legislative act including ordinances and resolutions, award, contract, lease, case, claim, decision, decree of judgment may be avoided because of the interest of an officer or employee unless such contract is made in the official capacity of such officer or employee or by a board or body of which he is an officer, member or employee.
(3) Repeat Offenders. Any person who commits, on more than one occasion, a violation of this Chapter, shall be guilty of a separate offense of Repeat Violation, and for each such Repeat Violation, shall be subject to a fine of not more than three hundred (300) dollars, or imprisonment for not more than ninety (90) days, or both. A person shall be guilty of a Repeat Violation regardless whether the second or subsequent violation occurs before or after a judicial finding of a first or previous violation. Each violation, after the first, shall constitute a separate Repeat Violation offense.
§20-613. Severability.[Note 36]
If any provision of this ordinance or the application thereof to any person or circumstances is held invalid, the invalidity shall not affect other provisions or applications of the ordinance which can be given effect without the invalid provision or application and to this end the provisions of this ordinance are severable.
§20-614. Repealer.[Note 37]
This ordinance hereby repeals any prior inconsistent ordinance.

Endnotes [Note 22] 22. Added, 1963 Ordinances, p. 480; amended, 1974 Ordinances, p.
122.
[Note 23] 23. Added, 1982 Ordinances, p. 1748.
[Note 24] 24. Added, 1982 Ordinances, p. 1748.
[Note 25] 25. Added, 1982 Ordinances, p. 1748.
[Note 26] 26. Added, 1982 Ordinances, p. 1748.
[Note 27] 27. Added, 1982 Ordinances, p. 1748.
[Note 28] 28. Added, 1982 Ordinances, p. 1748.
[Note 29] 29. Added, 1982 Ordinances, p. 1748.
[Note 30] 30. Added, 1982 Ordinances, p. 1748.
[Note 31] 31. Added, 1982 Ordinances, p. 1748.
[Note 32] 32. Added, 1982 Ordinances, p. 1748; amended, 1984 Ordinances, p.
710.
[Note 33] 33. Amended, 1983 Ordinances, p. 1460.
[Note 34] 34. Renumbered, 1982 Ordinances, p. 1748.
[Note 35] 35. Amended and renumbered, 1982 Ordinances, p. 1748; amended,
Bill No. 758 (approved July 24, 1995).
[Note 36] 36. Renumbered, 1982 Ordinances, p. 1748.
[Note 37] 37. Renumbered, 1982 Ordinances, p. 1748.
Disclaimer:
This Code of Ordinances and/or any other documents that appear on this site may not reflect the most current legislation adopted by the Municipality.
American Legal Publishing Corporation provides these documents for informational purposes only. These documents should not be relied upon as the definitive authority for local legislation. Additionally, the formatting and pagination of the posted documents varies from the formatting and pagination of the official copy. The official printed copy of a Code of Ordinances should be consulted prior to any action being taken.
For further information regarding the official version of any of this Code of Ordinances or other documents posted on this site, please contact the Municipality directly or contact American Legal Publishing toll-free at 800-445-5588.
© 2002 American Legal Publishing Corporation techsupport@no-spam 1.800.445.5588.

Appendix B
BOARD OF ETHICS MEMBERS as of 5/1/2003

CHAIR Name: Nelson A. Diaz Name: Toi Shields, Esquire Title: City Solicitor Title: Vice President, Legal Org.: City of Philadelphia Law Dept. Org.: PA Convention Center Auth.
Address: 1515 Arch Street, 17th Floor Address: One Convention Center Place Philadelphia, PA 19102-1595 1101 Arch Street Philadelphia, PA 19107-2299

Name: Jay R. Goldstein, Esquire Name: Charles Bush, Esquire Title: Title:
Org.: Kleinbard, Bell & Brecker, LLP Org.:
Address: 1900 Market Street, Suite 700 Address: 5111 Dakota Street,
Philadelphia, PA 19103 Suite 202,
Philadelphia, PA 19131-2414

Name: Reverend Damone Jones, Sr. Name: Evan Meyer, Esquire Title: Title: Senior Attorney Org.: Bible Way Baptist Church Org.: City of Philadelphia Law Dept.
Address: 1323 North 52nd Street Address: 1515 Arch Street, 17th Floor Philadelphia, PA 19131 Philadelphia, PA 19102-1595

Name: Jami Wintz McKeon, Esquire Title:
Org.: Morgan, Lewis & Bockius, LLP Address: 1701 Market Street Philadelphia, PA 19103-2921