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CR 95-144 Amend Legislative Policy 2-E August 30, 1995 . ~ Council Report 95-144 AMEND LEGISLATIVE POLICY #2-E ETHICS AND GIFTS Proposed Action Staff recommends that the Council approve the following motion: Move that the Hopkins City Council adopt Resolution #95-68. amending Legislative Policy #2-E. Adoption of this motion will amend the City's Ethic's and Gifts policy to bring it into conformance with state law. Overview In 1994, the Minnesota Legislature adopted M.S. 471.895 which regulates gifts from individuals to local officials. This law has been in effect since August 1, 1994 and has applied to an local elected and appointed officials. The city's ethics and gifts policy, which was adopted in 1993, needs to be amended to reflect this new law. Staff has waited until now to bring this forward in anticipation that the legislature might amend the law in 1995. This has not occurred. e Primary Issues to Consider · What are the proposed changes? The proposed changes incorporate the language that is contained in M.S. 471.895. This language contains a prohibition on almost all gifts, with some specific exceptions. · Are there any substantive changes to the policy? The city's policy already prohibited officials from receiving gifts of substantial value. The policy also had an exception for gifts of nominal value, which is allowed by the state law. Supportin2 Information · Resolution #95-68 · Legislative Policy #2-E /L (/:: /~~. t;a :x. Genellie ssiS'f~nt City Manager / . e . . CITY OF HOPKINS Hennepin County, Minnesota RESOLUTION NO. 95-68 WHEREAS, the City Council of the City of Hopkins has approved a document entitled the Legislative Policy Manual to provide uniform guidelines on City policies so that actions taken are consistent and fair; and WHEREAS, additions and revisions to this manual may be implemented by resolution of the City Council; and WHEREAS, the Hopkins City Council has determined that Legislative Policy #2-E needs to be amended in order to bring it into compliance with Minnesota Statute 471.895; NOW THEREFORE BE IT RESOLVED, that the City Council of the City of Hopkins hereby amends the attached Legislative Policy #2-E. Adopted by the City Council of the City of Hopkins this 5th day of September, 1995. By Charles D. Redepenning, Mayor ATTEST: James A. Genellie, City Clerk e . e POLICY 2-E ETHICS AND GIFTS SECTION 1: DEDICATION TO VALVES OF HONESTY AND INTEGRITY 1.01 The City Council finds and declares that the proper operation of democratic government requires that public officials and employees be honest, impartial and responsible to the people; that government decisions and policy be made in the proper channels of the government structure; and that public office not be used for personal gain; so that the public will have confidence in the integrity and the ability of its government. In recognition of these goals, this policy is established to guide all officials and employees of the City of Hopkins, whether elected or appointed, paid or unpaid, including members of boards, committees, commissions, and volunteers of the city. SECTION 2: DEFINITIONS 2.01 "Business Ii means any corporation, general or limited partnership, sole proprietorship (including a private consultant operation) joint venture, unincorporated association or firm, institution, trust, foundation, or other organization, whether or not organized for profit. 2.02 "Confidential Information" means all information, whether transmitted verbally or in writing, which is of such a nature that it is not, at the time, a matter of public record or public knowledge. 2.03 "Interest", except as otherwise specifically provided, means direct or indirect pecuniary or material benefit accruing to a public official or employee as the result of a contract, transaction, zoning decision, or other matter which is or may be the subject of an official act or action by or with the City except for such contracts, transactions, zoning decisions, or other matters which by their terms and by the substance of their provisions confer the opportunity and right to realize the accrual of similar benefits to all other persons and/or property similarly situated. 2.04 "Official Act or Action" means any legislative, administrative, appointive or discretionary act of any official or employee of the City or any agency, board, committee or commission thereof 2.05 "Public Officialli means the Mayor, the City Council Members, and members of any board, committee, or commission thereof 2.06 "Public Employee" unless otherwise stated in this policy, means any person working for the City, either full or part time, who is paid through the City's payroll system. Legislative Policy Manual -- Chapter 2-E Page 1 e e . 2.07 "Volunteer" means any person holding a position by appointment or employment in the service of the City who is not paid through the City's payroll system. SECTION 3: CONFLICT OF INTEREST 3.01 The Mayor and an members of the City Council who have an interest in any action or proposed legislative action of the City Council may wish to consult with the City attorney about the legality of participating in the discussion and/or vote. 3.02 Any other official, employee, or volunteer who has an interest in any action or proposed legislative action of the City Council and who participates in the discussion with or gives an official opinion or recommendation to the City Councilor supervisor, should not determine the relevancy of the interest, but shall disclose the interest to his or her supervisor before or during their initial involvement. The employee may be removed from the policy process if the supervisor determines the persons judgment and/or ability to perform his or her duties are no longer independent from his or her interests. 3.03 No public official or employee shall disclose confidential information concerning the property, government, or affairs of the city, nor shall he or she use such information to advance the financial or other private interest of himself or herself or any other person. 3.04 No public official, employee, or volunteer shall engage in or accept private employment or render service, for private interests, when such employment or service is incompatible with the proper discharge of his or her official duties or would tend to impaIr his or her independence of judgment or action in the performance of his or her official duties, unless otherwise permitted by law. 3.05 No public official, employee, or volunteer shall request or permit the unauthorized use of city-owned vehicles, equipment, materials or property for personal convenience or profit. 3.06 No public official, employee, or volunteer shall grant any special consideration, treatment or advantage to any citizen beyond that which is available to every other citizen. SECTION 4: GIFTS TO INDIVIDUALS 4.01 DEFINITIONS. The definitions in this subdivision apply to this section. (a) "Gift" means money, real or personal property, a service, a loan, a forbearance or forgiveness of indebtedness, or a promise of future employment, that is given and received without the giver receiving consideration of equal or greater value in return. I 1 Gifts include, but are not limited to, food, beverages, tickets to sporting events, and free travel or lodging. Legislative Policy Manual -- Chapter 2-E Page 2 e . e (b) "Interested person" means a person or a representative of a person or association that has a direct financial interest in a decision that a local official is authorized to make. ~ (c) "Local official" means an elected or appointed official the city or of an agency, authority, or instrumentality the city. 4.02 PROHIBITION. An interested person may not give a gift or request another to give a gift to a local official. A local official may not accept a gift from an interested person, 4.03 EXCEPTIONS. (a) The prohibitions in this section do not apply if the gift is: 1. anything of monetary value that is given or loaned to a candidate or committee for a political purpose; 2. services to assist an official in the performance of official duties, including but not limited to providing advice, consultation, information, and communication in connection with legislation, and services to constituents; 3. services of insignificant monetary value; 4. a plaque or similar memento recognizing individual services in a field of specialty or to a charitable cause; 5. a trinket or memento of insignificant value/ 6. informational material of unexceptional value; or 7. food or a beverage given at a reception, meal, or meeting away from the recipient's place of work by an organization before whom the recipient appears to make a speech or answer questions as part of a program. (b) The prohibitions in this section do not apply if the gift is given: 1. because of the recipient's membership in a group, a majority of whose members are not local officials, and an equivalent gift is given to the other members of the group; or 2. by an interested person who is a member of the family of the recipient, unless the gift is given on behalf of someone who is not a member of that family. SECTION 5: GIFTS TO THE CITY 5.01 PURPOSE. The City of Hopkins encourages gifts and donations to enhance the quality of life in the City and to improve the efficiency and effectiveness of city services. The purpose of this policy is to set up procedures for receipt of gifts and donations to the City of Hopkins. ~ A "direct financial interest" is not the general interest that every taxpayer has in the decisions of a local official, but is rather the more inunediate and personal interest that one has in a decision that affects one differently from others, such as a tax abatement on a particular parcel. 3 The Ethical Practices Board has interpreted this exemption as not covering either a leatherette pocket calendar and insert, valued at $11.00, nor even a $2.00 pocket calendar. Legislative Policy Manual -- Chapter 2-E Page 3 e . e "1.02 GIFTS OF NOIVITNAL V ALOE POLICY. It is not conflict of interest for any public official, employee, or 'ioluntecr to receive a gift of gratuity that is all unsolicited item of nominal intrinsic value if it can not be reasonably expected to influence the public official, employees, or volunteers "iote, official actions or judgment or call llot reasonably be considered as an av.'ard for any official action or inaction. 5.02 GIFTS OF SUBSTANTIAL VALUE - POLICY AND PROCEDURES fa:) No public official, employee, or volunteer may use his or her public position or office to obtain financial gain or anything of substantial "Ialue for the private benefit of himself or herself or his or her immediate family or an organization, other than the City, viith \.vhich he or she is associated. This paragraph does not prohibit a public official, employee, or volunteer from using the title or prestige of his or her office to obtain campaign contributions that arc permitted and reported as required by state I a....;. (a) All potential donors are urged to consult with the City Manager or his or her designee(s) before proceeding with plans to ensure maximum utilization of gifts and donations. (b) No public official, employee, or volunteer may solicit gifts or donations without first receiving permission from the City Manager. Departments may receive a single authorization to solicit funds for the entire year for a specific program or programs. Major changes in funding of these programs and new programs must receive specific authorization from the City Manager. This policy applies to all departments. (c) All departments which receive gifts or donations must report the receipt of the gift to the City Council. (d) The City Council shall make the final determination on the acceptability of a gift or donation. (e) All gifts and donations become City property under the complete jurisdiction of the City Council. (f) Recognition shall be given to the individuals or groups providing gifts and donations to the City, unless otherwise stipulated by the donor. (g) The gift or donation must meet City criteria in order to be accepted. 5 _ 03 CRITERIA (a) The gift or donation must have a purpose consistent with those of the City. (b) The gift or donation must be offered by a source acceptable to the City. (c) The gift or donation shall not result in ongoing costs which the City Council would be unwilling to fund when the gift or donation funds are exhausted, unless specific authorization to the contrary is given by the City Council at the time the gift or donation is accepted. Legislative Policy Manual-- Chapter 2-E Page 4 tit . tit (d) If such up front authorization is not given, sufficient gifts or donations to meet all anticipated staff and material costs need to be in hand before City commitment is made to personnel and/or materials. (e) The gift or donation shall not bring undesirable or hidden costs to the City. No gift or donation shall place restrictions on the City that are unacceptable to the City Council. (f) The gift or donation shall not be inappropriate or harmful to the residents of the City. (g) The acceptance of a gift or donation shall not imply City endorsement of any product or service. (h) The gift or donation shall not be in conflict with any provision of federal, state or municipal law. 5.04 GIFT LIST. The City Manager shall maintain a list of needed equipment or projects which are not currently being funded by the City. This "Gift List" shall be made available to groups or individuals who are interested in making gifts or donations to the City. SECTION 6: POLITICAL ACTIVITIES OF PUBLIC OFFICIALS AND EMPLOYEES 6.01 In the matter of elections held by the City of Hopkins, no employee or volunteer may use any official authority or influence for the purpose of interfering with or affecting the result of the election, nor may funds be solicited or contributions be received from other employees for political purposes, except by collective bargaining organizations. 6.02 Bumper stickers and posters may be displayed on private vehicles parked in employee parking areas, however, these materials may not be displayed on either City vehicles or property. Established 8/17/93 Revised: 8/15/95 City ofIlopkins Legislative Policy Manual -- Chapter 2-E Page 5