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HomeMy WebLinkAboutBozeman Ethics Complaint Letter 12.8.21Page 1 December 8, 2021 City of Bozeman Board of Ethics c/o Office of the City Clerk, Mike Mass 121 N. Rouse, Suite 201 Bozeman, MT 59715 RE: City of Bozeman—Code of Ethics Complaint (Improper Government Actions, Standards of Conduct Violation, and Conflict of Interest Violation) Bozeman Board of Ethics and City Clerk Mass: This letter serves as a written Code of Ethics complaint submitted in accordance with Bozeman Municipal Code (BMC) § 2.03.640—Procedures for Hearing Complaints, and a request for a formal advisory opinion with respect to the following alleged conduct: As described in more detail below, the staff of the City of Bozeman Attorney’s Office, specifically Assistant City Attorney Kelly Rischke, acting independently or at the direction of the City Attorney, deviated from the City’s Standards of Conduct, created a Conflict of Interest, and conducted actions that meet the standard of Improper Government Actions as defined and identified in the City’s Code of Ethics by their procedural misconduct in connection with the disputed licensing of a home-based daycare in violation of the BMC. To be clear, this complaint is not about the merits of the daycare licensing decision in dispute. Rather, the complaint arises from the procedural improprieties surrounding that disputed licensing decision, the subsequent appeal, and the related administrative rule change. This was not a fair and impartial process and the improprieties outlined below need to be acknowledged and addressed. Please confirm this letter has been provided within three working days of receipt by the City Clerk’s Office to the Board of Ethics, as well as City Attorney Greg Sullivan and Assistant City Attorney Kelly Rischke, whose actions are the subject of this filed complaint, as required by BMC § 2.03.640.C. Facts Which Form the Basis for This Complaint Specific actions and decisions which are relevant to the subject complaint include: -On August 31, 2021, we submitted a letter to the City of Bozeman’s Community Development Director indicating that a home-based daycare was in violation of the BMC, as it had not applied for or obtained a City Business License, as required under the existing plain terms of the BMC’s Business Licensing provisions. -On September 21, 2021, after indicating that they were waiting for direction from the City Attorney’s Office, we received a formal letter from the Director of Community Development stating, “the City does not require any licensure of day care businesses beyond what is required by state law.” Page 2 -On September 30, 2021, we submitted a letter informing the City that we are planning to appeal the Director of Community Development’s decision to the City Commission that the home-based daycare does not need to obtain a Business License. -On October 6, 2021, we filed a formal appeal per BMC § 12.02.190 to the City Clerk to go before the City Commission to challenge and formally appeal the decision by the City that the home-based daycare with 2 employees and 12 children does not need to obtain a Business License. At the time of our filing of this appeal, all applicants were required to file their Business License Application for the City’s review, approval and license issuance as a Home-Based, Commercial or Out of City Limits Business. -On October 15, 2021, we received a letter from the Assistant City Attorney indicating that the daycare applied for and received a City of Bozeman Business License and that our “complaint has been resolved and the appeal is moot; therefore, no hearing date before the City Commission will be set.” The Assistant City Attorney’s actions, taken either independently or upon the direction of the City Attorney, canceled our hearing date before the City Commission and denied our right of appeal and to procedural due process as provided in the BMC § 12.02.190. The City engaged, at the direction or guidance of the City Attorney’s Office, in a one-sided communication with the business regarding an issue pending before the City Commission. Thus, they initiated a series of repeated actions and conduct that clearly display favoritism, partiality and bias in handling our appeals and the City’s review and licensing of the business, which was the specific subject of our appeal. It is our belief that the Assistant City Attorney, of her own volition or at the direction of the City Attorney, began taking actions to protect the personal and/or financial interests of the home-based business that was the subject of our pending appeal, and either directly or indirectly, via the City’s Community Development Department, reached out and colluded with the home-based daycare to submit a Business License Application, which was then approved by the City the same day without any further notice or due process to us as the proponents of the pending appeal. As indicated in the letter by Ms. Rischke on November 19 ,2021, the City instructed the subject daycare business to leave the Home-Based business checkbox blank, as the City was working on a new application and enacting a new administrative rule specific to home-based daycares, which first became effective the same day the business submitted and received approval of its Business License Application. Notably, even though we had a filed appeal pending, and this administrative rule became effective on October 13, 2021, the Assistant City Attorney did not provide us with a copy of this new rule until November 19th, and only after our second appeal was filed on October 27th, as further outlined below. Additionally, it is our position that this new administrative rule clearly exceeds the City’s related and limited authority under BMC for operating and enforcing its business licensing requirements, since this rule substantially changes the existing and established scope of the BMC’s home-based business regulations, which by their plain terms apply to home-based daycare businesses. Communications by or at the direction of the City Attorney’s Office, with a private for-profit business, on how to secure a Business License and instructions by the City on how to fill out the application to avoid additional City permits and procedural review required by the BMC for home-based businesses, as well as drafting and supporting the Community Development Department’s enactment of a new administrative rule that allows for special treatment of home-based daycare businesses in the City’s business review and licensing process, all while a pending complaint regarding the same was in process Page 3 with the City and without any notice to the proponents of that pending appeal, clearly meets the City’s definition of Conflict of Interest and results in conduct that plainly violates the City’s Standards of Conduct, including for impartial and fair conduct, as well as for improper government actions. -On October 27, 2021, we submitted our second formal appeal to the City Clerks’ Office to be scheduled before the City Commissioners indicating the subject home-based daycare’s Business License Application was flawed and needed to be submitted and reviewed by the City as a Home-Based Business to be compliant with the BMC; our appeal noted multiple areas in the Business License Application that were not properly completed, and which if completed in accordance with the BMC’s existing requirements for home-based businesses, including daycares, would trigger additional permits and procedural review required prior to the City’s issuance of a business license to a home-based business. We called the City Clerks’ Office to check on scheduling for this matter and our appeal before the City Commission on November 16, 2021 and were told that the Assistant City Attorney was handling this matter, including the scheduling of our appeal and related public hearing before the Commission. Notably, nothing in BMC § 12.02.190 authorizes any involvement of the City Attorney’s Office, beyond defending the City’s decision before the City Commission at the public hearing. During this three-week period that the Assistant City Attorney, acting independently or at the direction of the City Attorney, was holding onto and delaying our appeal, the City was also working on and rolled out a new Business License Application (Revision October), at the direction or with the support of the City Attorney’s Office. -On November 19, 2021, after our inquiry with the Clerk’s Office and a further request on November 17th for clarification on the status our public hearing, we received a letter from Assistant City Attorney Rischke indicating there will be a City Commission hearing on December 14, 2021. The letter informed us that the City is in the process of updating its Business License Application, thus the business was instructed by the City to leave the required selection of either the Home-Based Business or Commercial Business boxes blank. The letter also informed us for the first time of a newly enacted administrative rule that the City had issued on October 13, 2021 under BMC § 12.02.050.A.1—to remove home-based daycares from the existing definition of “Home-Based Business” and create a special new review process applicable to their approval of daycares. This could hardly have been a coincidence. -Additionally, as indicated in this November 17th letter, the City Attorney’s Office will be representing the City and its decision to issue a business license to the subject daycare under its new enacted administrative rule before the City Commission. It is our position that the scheduling of our appeal and requested public hearing under and in accordance with BMC § 12.02.190 was only a ministerial duty of the City Clerk’s Office, and the City Attorney’s Office involvement in and direct handling of the scheduling of this hearing, which was clearly provided for under applicable provisions of the BMC, represents yet another Conflict of Interest and a violation of the City’s Standard of Conduct, specifically the discharge of duties fairly and impartially. It also conflicts with the City’s Declaration of Policy for its Code of Ethics, which as quoted below, specifically requires that for the proper operation of City government, governmental decision be made in the proper channels of the governmental structure. -On December 2, 2021, we submitted a supplement to our October 27th appeal letter to the City Commission (c/o the City Clerks’ Office) to respond to the November 19th letter received from the City Attorney’s Office and outline our position to the Commission regarding the validity of the City’s new administrative rule issued on October 13, 2021, as well as to correct misinformation stated in this letter and the City’s Rationale & Intent for its recently minted administrative rule. Page 4 Applicable Standards of Conduct The City’s Standards of Conduct (BMC § 2.03.490) and Conflict of Interest (BMC § 2.03.520) provisions establish basic required standards and related rules that apply to all City employees and officials, the applicable provisions of which are summarized below. • Act morally and honestly in discharging their responsibilities; • Discharge their duties impartially and fairly; • No official or employee shall improperly use, directly or indirectly, the official or employee's city position to secure personal interest for said official employee, or others. • All officials and employees shall refrain from “improper governmental action”—as this term is defined in the City’s Code of Ethics and further reviewed below. • Not use their position to secure any financial interest or personal interest, improperly influence any other official or employee in the performance of official duties, or act in a private capacity on matters they are directly responsible for BMC. • Not take or influence official action if the official or employee has a financial or personal interest in a transaction or matter with the city. The City’s Code of Ethics defines “improper government action” as including “any action taken by an official or employee during the performance of the officer's or employee's duties, regardless of whether the action is within the scope of the employee's employment or the officer's duties that: violates the [City’s] standards of conduct ... [or standards under MCA § 2-2-101 et seq., the State’s Code of Ethics]. ….” (BMC § 2.03.470.A.8.a.(1) and (2)) As referenced in the Bozeman Employee Handbook and stated in the Declaration of Policy for the City’s Code of Ethics: “The proper operation of City government requires that public officials and employees be independent, impartial, and responsible; that governmental policies and decisions be made in the proper channels of the governmental structure; that public office and employment not be used for personal gain nor be used to harass, intimidate, or retaliate against citizens and other employees and officials. The purpose of this code of ethics is to set forth standards of ethical conduct, to assist public officials and employees in establishing guidelines for their conduct, to foster the development and maintenance of a tradition of responsible, accountable and effective public service, and to prohibit conflict between public duty and private interest.” (BMC § 2.03.460; emphasis added.) Additionally, MCA § 2-2-101 et seq., which is referenced and incorporated in the City’s Code of Ethics, also provides a Code of Ethics and Standards of Conduct applicable to local government employees and public officials. The purpose of this state-level Code of Ethics is “prohibiting conflict between public duty and private interest as required by the constitution of Montana.” (MCA § 2-2-101) Specific to a local government employee and official’s duty to act for and on behalf of the public (and not a specific individual’s or business’s interests), the State’s Code of Ethics, in MCA § 2-2-103, provides that: “The holding of public office or employment is a public trust, created by the confidence that the electorate reposes in the integrity of public officers, legislators, and public employees. A public officer, legislator, or public employee shall carry out the individual’s duties for the benefit of the people of the Page 5 state. … This part sets forth various rules of conduct, the transgression of any of which is a violation of public duty, and various ethical principles, the transgression of any of which must be avoided.” For enforcement of this public trust duty and rules of conduct specific to local government officers and employees, MCA § 2-2-103 refers to enforcement provided in MCA § 2-2-144, which allows local governments to establish an independent panel to review complaints alleging violations by officers or employees of local governments, subject to procedures and rules established by the local government for this panel, which in this case is the City of Bozeman Board of Ethics, operating in accordance with the City’s Code of Ethics, as codified in Chapter 2, Article 3, Division 4 of the BMC. Per MCA § 2-2-144(5)(a), while the Board of Ethics typically refers complaints to the county (or as applicable in Bozeman, city) attorney, if the complaint is filed against the county (or in this case, city) attorney, the board “shall refer the matter to the commissioner of political practices and the complaint must then be processed by the commissioner pursuant to 2-2-136.” Under MCA § 2-2-136, the commissioner of political practices has jurisdiction over complaints referred by a local board or ethics review panel pursuant to 2-2-144. While MCA § 2-2-144(6) allows a complaint against the county or city attorney’s office to be filed directly with the commissioner, in consideration of and respect for the expertise of the Bozeman Board of Ethics with the City’s Code of Ethics, we have elected to file our complaint with the board for its review and our request for its issuance of a formal advisory opinion. Conclusion While an appeal by a concerned citizen that has taken considerable time and financial resources was pending as a matter before the City Commission, the Assistant City Attorney, acting independently or at the direction of the City Attorney, acted in an official capacity to help the daycare business navigate around the then-current applicable City laws. The Assistant City Attorney then provided legal advice, support and/or direction to the Community Development Director to enact a new administrative rule directly aimed at sidelining our appeal and procedural due process review rights under BMC. This was the second time that the Assistant City Attorney, acting independently or at the direction of the City Attorney, took direct action to support the daycare’s private interest and improperly influence the outcome of an official action pending before the City Commission. This is a Conflict of Interest as defined by the Code of Ethics. Based on the actions and decisions outlined above and related to our appeals of applicable business licensing requirements for home-based daycares, it is our position and belief that the Assistant City Attorney, acting independently or at the direction of the City Attorney, made multiple decisions, including directing other City departments, including the Community Development Department and City Clerk’s Office, in her official capacity as an employee of the City Attorney’s Office, to sideline, prejudice or delay a matter being actively appealed to the City Commission for review, in order to secure a favorable outcome for a specific home-based daycare’s private and/or financial interests. As such, she and the City Attorney did not act or discharge their public duties impartially or fairly, as required under the City’s Standard of Conduct. These improprieties need to be acknowledged and addressed. We have submitted multiple public records requests to the City including one on November 17th requesting communication between the City and the subject business, as well as other inter- departmental City communication related to the scheduling of our appeals before the City Commission Page 6 and the business licensing requirements for daycares, which we believe will provide further support to our position and ethics complaint. City employees and officials undertake annual ethics training, and the training involves a series of specific examples where one must decide if the actions constitute a violation of the Code of Ethics. If the situation outlined above was used as an example, the answer would be yes, the actions and facts constitute a violation of the City’s Code of Ethics, as well as the State’s Code of Ethics. As the City Attorney and his office staff are involved in the subject matter of this complaint, it is recommended that if the Board of Ethics needs a legal opinion to form its opinion, it retain outside independent legal counsel or refer this matter to the State’s Commissioner of Political Practices, as set forth in the State’s Code of Ethics. Thank you in advance for your impartial consideration of the issues discussed in this letter. Respectfully, Daniel Zyvoloski 2108 Highland Ct. Bozeman, MT 59715 Enclosures: 8.31.21 – Complaint Letter to City Community Development Director (Business License Violation) 9.21.21 – Letter to Ms. Guercio from City (re: City Decision to not require business license for daycare) 9.30.21 – Reply Letter to City Community Development Director (re: Intent to Appeal re: Business License Decision) 10.6.21 – Letter to City Commissioners (c/o City Clerk) (Appeal of City Decision re: License) (with enclosures) 10.15.21 – Letter to Ms. Guercio from City Attorney’s Office (enclosing Business License issued to daycare) 10.27.21 – Letter to City Commissioners (c/o City Clerk) (Appeal of Business License Application) 11.19.21 – Letter to Mr. Zyvoloski from City Attorney’s Office (enclosing Administrative Rule 2021-01) 12.2.21 – Supplemental Letter to City Commissioners (c/o City Clerk) (re: appeal and response to 11.19.21 Letter) 10.13.21 – Bibs to Books Business License Application 10.13.21 – New Administrative Rule 2021-01 11.17.2021 – Bozeman Public Records Request 11.18.2021 – Bozeman Public Records Request 11.24.2021 – Bozeman Public Records Request