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HomeMy WebLinkAbout1520 BOLINGERIn Re: Craig Bolinger, Respondent File Docket: X -ref: Date Decided: Date Mailed: Before: Louis W. Fryman, Chair Donald M. McCurdy Paul M. Henry Raquel K. Bergen Nicholas A. Colafella 08 -020 Order No. 1520 7/8/09 7/10/09 This is a final adjudication of the State Ethics Commission. Procedurally, the Investigative Division of the State Ethics Commission conducted an investigation regarding possible violation(s) of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq., by the above -named Respondent. At the commencement of its investigation, the Investigative Division served upon Respondent written notice of the specific allegation(s). Upon completion of its investigation, the Investigative Division issued and served upon Respondent a Findings Report identified as an "Investigative Complaint." An Answer was filed and a hearing was waived. The record is complete. This adjudication of the State Ethics Commission is issued under the Ethics Act and will be made available as a public document thirty days after the mailing date noted above. However, reconsideration may be requested. Any reconsideration request must be received at this Commission within thirty days of the mailing date and must include a detailed explanation of the reasons as to why reconsideration should be granted in conformity with 51 Pa. Code § 21.29(b). A request for reconsideration will not affect the finality of this adjudication but will defer its public release pending action on the request by the Commission. The files in this case will remain confidential in accordance with the Ethics Act. Bolinger, 08 -020 Page 2 I. ALLEGATION: That Craig Bolinger, a (public official /public employee) in his capacity as Transportation Facilities Administrator 3 violated the following provisions of the State Ethics Act (Act 93 of 1998) when he used the authority of his public position for a private pecuniary benefit by directing that contractors for the Department of Transportation provide personal items to him at no cost at a time when he was reviewing and approving contracts for vendors who provided him with items used for his personal purposes. § 1103. Restricted activities (a) Conflict of interest. —No public official or public employee shall engage in conduct that constitutes a conflict of interest. 65 Pa.C.S. § 1103(a). § 1102. Definitions "Conflict" or "conflict of interest." Use by a public official or public employee of the authority of his office or employment or any confidential information received through his holding public office or employment for the private pecuniary benefit of himself, a member of his immediate family or a business with which he or a member of his immediate family is associated. The term does not include an action having a de minimis economic impact or which affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which includes the public official or public employee, a member of his immediate family or a business with which he or a member of his immediate family is associated. 65 Pa.C.S. § 1102. II. FINDINGS: Pleadings 1 The Investigative Division of the State Ethics Commission received information alleging that Craig A. Bolinger violated provisions of the State Ethics Act (Act 93 of 1998). 2. Upon review of the information the Investigative Division initiated a preliminary inquiry on April 1, 2008. 3. The preliminary inquiry was completed within sixty days. 4. On May 28, 2008, a letter was forwarded to Craig A. Bolinger by the Investigative Division of the State Ethics Commission informing him that a complaint against him was received by the Investigative Division and that a full investigation was being commenced. a. Said letter was forwarded by certified mail, no. 7007 0220 0001 4375 2945. b. The domestic return receipt bore the signature of Craig Bolinger, with a delivery date of May 31, 2008. Bolinger, 08 -020 Page 3 5. On September 5, 2008, the Investigative Division of the State Ethics Commission filed an application for a ninety day extension of time to complete the Investigation. 6. The Commission issued an order on September 22, 2008, granting the ninety day extension. 7 On November 12, 2008, the Investigative Division of the State Ethics Commission filed an application for a second ninety day extension of time to complete the Investigation. 8. The Commission issued an order on December 4, 2008, granting the ninety day extension. 9. Periodic notice letters were forwarded to Craig Bolinger in accordance with the provisions of the Ethics Act advising him of the general status of the investigation. 10. The Investigative Complaint /Findings Report was mailed to the Respondent on May 14, 2009. 11. Craig A. Bolinger was employed as a Transportation Facilities Administrator III with the Facilities Management Division (hereafter FMD), Bureau of Office Services, Deputate of Administration, Pennsylvania Department of Transportation (hereafter Department) from approximately October 1987 through June 1, 2007. a. Bolinger held the following positions with the Department at various points over the time frame of October 1987 to October 2001: 1. Energy Technician; 2. Transportation Construction Inspector; 3. Transportation Construction Inspector 2; 4. Transportation Construction Inspector 3; 5. Transportation Construction Inspector Supervisor; 6. Transportation Facilities Administrator I /Facilities Maintenance Manager 1; and 7. Transportation Facilities Administrator 11. b. Bolinger held the position of Transportation Facilities Administrator 111 from October 27, 2001, to June 1, 2007, when he resigned. c. Bolinger submitted a letter of resignation to the Department expressing a desire to separate from his regular status position as a Transportation Facilities Administrator 111 (hereafter TFA 111). d. The Department accepted Bolinger's resignation to be effective June 1, 2007, via letter dated January 18, 2008. 1. Bolinger was the subject of an Office of Inspector General Investigation culminating in his suspension on April 28, 2007 *, and his ultimate resignation. Bolinger, 08 -020 Page 4 *[Cf., compare Fact Finding 71 (2) as to the date of the suspension.] 12. Bolinger's position description as a TFA III (a /k/a Regional Facilities Manager RFA) defines the position purpose as, "Supervises lower level Transportation Facility Administrators in the planning and coordination of services associated with building design, maintenance, construction, and repair for all facilities within the Southern Region, Districts 8, 9, 11, 12" and notes, in part, the following duties and responsibilities: a. Assesses need and recommends prioritization of facility maintenance and replacement projects within the region based on available fiscal, material, and human resources; b. Reviews and negotiates the annual and special budgetary requirements for the region; c. Assists with facilities division budget and insures all funding is spent wisely and effectively; d. Provides budget reports for planning purposes for all facilities projects as needed and provides budget reports for planning purposes for all facilities projects within the region; e. Insures contractor invoices are processed properly and timely for the region's projects; f. Reviews and evaluates the oversight provided by lower level Transportation Facility Administrators during building design, construction, maintenance, repair, relocation, and demolition projects at Engineering District Offices, Welcome Centers, Roadside Rests, County Offices, Maintenance Sheds, Drivers License Centers, Stocking Areas, Keystone Building, Riverfront Office Center or similar facilities as required; Responds to facility emergencies 24 -7 and ensures that the Department facilities are operational as soon as possible; g. h. Administers the Penn State Database and serves as the liaison with PSU on database development and troubleshooting; and Develops life cycle cost analysis for Department facilities for region. 13. The FMD is part of the Bureau of Office Services, Deputate of Administration, of the Department. a. The FMD is responsible for providing technical support and infusion of money into individual districts and counties regarding new construction, building maintenance and remodeling, emergency repairs, paving, etc. b. Buildings supported by the FMD include, but are not limited to, employee staging areas, salt storage buildings (a /k/a huskies), roadside rest stations, county /district offices, weigh stations, driver's license centers, etc. 14. The Commonwealth is divided into four separate regions (Northern, Southern, Eastern, and Central) regarding FMD operations. a. Each region was overseen by a TFA 111 and was composed of specific Department districts during Bolinger's tenure with the exception of the Bolinger, 08 -020 Page 5 Central region as shown below: Northern Southern Eastern District 1 District 8 District 4 District 2 District 9 District 5 District 3 District 11 District 6 District 10 District 12 Central Note: Represents regional /district alignment prior to Bolinger's separation. 1. The Central region primarily addresses the administration of the FMD and is not composed of specific districts. aa. The Central region is based in Harrisburg, PA. 2. Each district is overseen by a TFA 1 or 11 (a /k/a District Facility Administrator) and is composed of various counties. 15. Bolinger was assigned oversight of the Southern Region for the FMD in his position as a TFA 111. a. Counties composing the four districts in the Southern Region are as follows: District 8 District 9 District 11 District 12 Franklin Somerset Beaver Westmoreland Adams Cambria Allegheny Washington Cumberland Blair Greene Perry Huntingdon Fayette Dauphin Fulton Lebanon Bedford York Lancaster Note: Represents regional /district alignment prior to Bolinger's separation. 1. Emmanuel Walker was the TFA assigned to District 8. 2. Jack Rice was the TFA assigned to District 9. 3. James Kirkpatrick was the TFA assigned to Districts 11 and 12. aa. Kirkpatrick was initially assigned only District 11 but was assigned District 12 upon Bolinger's promotion to the Southern Regional Facilities Administrator. bb. Bolinger served as the District Facilities Administrator for District 12 prior to his promotion. 16. The FMD operates as a management /supervisory arm to ensure that Department projects undertaken are completed per the documented project scope, specifications, etc. a. The FMD has no laborers or field employees with the exception of Regional and District Facility Administrators. b. The majority of construction work which is managed by the FMD is performed under contract by outside vendors. Bolinger, 08 -020 Page 6 17. The Department has invited contractors to respond to an Invitation To Qualify (ITQ) for Facility Construction, Renovation, and Inspection Services since at least October 24, 2001. a. The ITQ is assigned an actual contract number under which a specific scope of work may be completed. 1. From at least October 24, 2001, through December 31, 2005, the ITQ for FMD related projects /services was documented under Contract Number 359002. 2. From approximately January 1, 2006, through December 31, 2011, the ITQ for FMD related projects /services has been /will be documented under Contract Number 354102. b. The ITQ documents qualification requirements, contract terms and conditions, special requirements and specifications, service type and location information, etc., via various exhibits (i.e. Exhibit A, Exhibit B, etc.). 18. In order to qualify for the ITQ program, interested contractors are required to complete the contractor's signature page of the ITQ as well as any specific Exhibits as documented in the ITQ Table of Contents and return the documents to the Department's Bureau of Office Services located in Harrisburg, PA. a. The ITQ requires that contractors complete a Service Type and Location Sheet on which the contractors identify the following: 1. Company or individual name and Federal Identification or Social Security Number; 2. The services the company or individual wishes to provide distinguished by category and sub - category (i.e. Architectural: General, Roofing, Windows, Doors, etc.; Mechanical: Heating /Air Conditioning, Plumbing, etc.; Inspection Services: General, Roofing, Masonry /Concrete, etc.). 3. The County /Counties where the company or individual wishes to provide services. 19. Contractors meeting all qualification requirements as contained in the ITQ are added to the Department's list of approved contractors. a. Being qualified as an approved contractor on the ITQ does not guarantee the awarding of projects to the contractor under the ITQ contract number. 1. Being qualified as an approved contractor on the ITQ guarantees only the opportunity to bid on projects that require competitive bidding. 20. Projects planned by the FMD are governed by cost thresholds established by the PennDot Procurement Manual and the Department of General Services Field Procurement Handbook. a. Cost threshold information is also documented in the ITQ in effect at the time of the project. 21. The ITQ under Contract Number 359002 noted cost thresholds in effect under Bolinger, 08 -020 Page 7 Exhibit C — Special Requirements and Specifications, Sections 1 (General) and 2 (Procedure). a. Section 1 documented that services provided must cost less than $100,000.00 per project including both materials and labor. 1. All aviation projects, except vertical construction projects, were exempt from the dollar limit. b. Section 2 documented that any project costing less than $3,000.00 did not require competitive bidding. c. Section 2 documented that any project totaling over $3,000.00 including materials and labor required the invitation of a minimum of three contractors prequalified in the service type and county where the work was to be performed to bid on the project. 22. Any project requiring services, including both labor and materials, which totaled between $10,000.01 and $100,000.00 required the following of the competitive bid process. a. Any services /project totaling more than $100,000.00 required a Delegation from the Department of General Services in order for the Department to maintain control of the project. 1. The Department was specifically issued a Delegation from the Department of General Services, Bureau of Engineering and Architecture on December 2, 2003, relating to the design, bid, and construction of salt storage buildings with construction cost estimates not exceeding $500,000.00. 2. The Delegation granted for salt storage buildings was specifically incorporated into the ITQ under Contract Number 354102. 23. The ITQ under Contract Number 354102 also noted cost thresholds in effect under Exhibit C — Special Requirements and Specifications, Sections 1 (General) and 2 (Procedure). a. Section 1 documented that facility projects, including both materials and labor, must not exceed $100,000.00 per project and salt storage buildings must not exceed $500,000.00 per project. 1. All aviation projects, except vertical construction projects, were exempt from the dollar limit. b. Section 2 documented that any project costing Tess than $3,000.00 did not require competitive bidding. 1. Although not documented on the ITQ, currently any project totaling Tess than $5,000.00 does not require competitive bidding. c. Section 2 documented that any project totaling over $3,000.00 including materials and labor required the invitation of a minimum of three contractors prequalified in the service type and county where the work was to be performed to bid on the project. 1. Although not documented in the ITQ, the current cost threshold for a Bolinger, 08 -020 Page 8 minimum of three quotes is set at $5,000.00. 24. Any project requiring services, including both labor and materials, which totaled between $10,000.01 and $100,000.00 required the following of the competitive bid process. a. Any project totaling more than $100,000.00 required a Delegation from the Department of General Services in order for the Department to maintain control of the project. 25. Exhibit C — Special Requirements and Specifications of the current ITQ and the prior ITQ both include a provision related to contractor performance. a. Contractors who perform poor work, do not provide services on time, or engage in other unacceptable conduct are to be entered into the Commonwealth's Contractor Responsibility Program (CRP). 1 The purpose of the Contractor Responsibility Program is to ensure that the Commonwealth contracts only with responsible contractors and that the Commonwealth collects any obligations owed to it through offset review as documented in Management Directive 215.9 (amended). 2. "Other unacceptable conduct" is not defined in the past or current ITQ. b. Entries into the Contractor Responsibility Program may be considered in determining whether to exclude a contractor from award of assignments under the ITQ and may lead to termination of a Contractor's Contract. 26. Projects to be undertaken by the FMD within the four geographical regions of the Commonwealth are primarily determined via the development of a four -year plan for each District in each respective region. a. Four -year plans are normally generated by the DFA with the assistance of the County Manager from each county which composes the District. b. Four -year plans identify what the DFAs and County Managers desire to accomplish in the next four years relating to new construction, remodeling, etc. 1. Although developed for a four year period, the plans are constantly in a state of flux as a result of unplanned situations (i.e. emergency /unexpected repairs, maintenance, etc.). c. Once compiled, the four year plans are presented to the RFA for review and input. d. Bolinger, in his capacity as the RFA, would review and approve all four year plans for his region that were to be submitted to the Division Chief. 27. The RFAs subsequently attend a budget meeting at the Bureau of Office Services central office in Harrisburg, PA with the Division Chief of the FMD to request a dollar amount regarding funding for the projects identified. a. The Division Chief subsequently allocates a lump sum funding figure to each RFA's region. Bolinger, 08 -020 Page 9 1. The RFA determines the amount of funds to be allocated to each district for upcoming projects. 2. Projects to be completed are prioritized based on available funds. b. Bolinger would attend and participate in budget meetings regarding funding to be provided for projects in his region. 28. The general process by which an FMD project is created and bid is accomplished through a multi -step procedure as detailed below: a. Determination of the need for the project by the applicable DFA who then consults with the applicable RFA. b. Initial "building" of the project by the DFA via entry into the Penn State Facilities Engineering Institute database if the cost estimate is under $100,000.00 (based on prior projects, cost familiarity, etc.). 1. Initial building of the project requires the entry of a general scope of work and estimated cost for the project. c. Once entered, the database generates and assigns an FM Number (sequentially) to the project and sends an e-mail to the RFA to approve the project. 1. The e -mail documents the funding source for the project, what the project is, etc. d. Once the RFA approves the project, an e-mail documenting the approval is sent back to the DFA. e. After receiving approval from the RFA, the DFA continues to build the project via step -by -step entry fields in the database including but not limited to specifications, prevailing wage information, pre -bid meeting date, bid due date, routing slip information, submission to Graphics, etc. 1. Entry of the routing slip information informs the FMD purchasers at the Central Office to send the bids to all applicable contractors on the ITQ, the DFA, and the RFA. 2. Submission to Graphics indicates that the project has been submitted to Graphics and that all information entered by the DFA, including contractor names from the ITQ, is correct as verified by the purchaser. f. Graphics prints all of the required project information for each contractor identified and supplies it to the purchaser who subsequently mails the actual packet to the contractors. 1. The packet provided includes a pre -bid meeting response document, a bid sheet, and project identification (i.e. scope of work, specifications, etc.). aa. The pre -bid meeting response document identifies the time and place of the pre -bid meeting as well as if the pre -bid meeting is or is not mandatory. Bolinger, 08 -020 Page 10 1. All pre -bid meetings are currently mandatory. bb. The pre -bid meeting response document is typically faxed to the DFA and serves as notification regarding those contractors planning on attending the meeting. 29. The DFA is required to attend the pre -bid meeting to provide clarification and explanation of the project, answer questions on the project, and detail the scope of work associated with the project. a. The DFA is to take minutes of the pre -bid meeting to include the time, date, those present, and notes of the meeting. b. Any modification or change in the scope of work as a result of the pre -bid meeting is required to be documented in the meeting minutes. 1. A written addendum of the changes is required to be provided to all contractors present at mandatory pre -bid meetings and to the applicable Purchasing Agent for inclusion in the project file. aa. If the pre -bid meeting is not mandatory, the addendum must be provided to all contractors invited to bid. c. James Kirkpatrick, DFA for the Southern Region, was the individual responsible for attending pre -bid meetings and reporting to his supervisor, Bolinger. 30. Contractors interested in the project must submit a written bid, based on the final scope of work and any changes in specifications, with all required bid documents. a. Bids are to be submitted on the bid sheet supplied in the project packet distributed. b. Bid[s] are to be submitted to the Purchasing Agents at the Bureau of Office Services Central Office in Harrisburg, PA via fax, mail, electronic transmission, or hand delivery prior to the specified due date. 1. The bid due date and time are specified on the bid sheet provided in the project packet. 31. Once the bid deadline has passed, bids received are reviewed by at least two Bureau of Office Services Purchasing Agents and the low bidder for the project is determined. a. Bids received are documented on a Summary of Bids form. 1. Information noted on the Summary of Bids includes all contractors (name, address, and contact information) to which project packets were distributed, actual bids submitted, the project (FM) number, the bid opening time and date, and the signature of the witnesses to the bid opening. b. The Purchasing Agent assigned to the project subsequently issues a Notice of Apparent Low Bidder to the contractor submitting the lowest bid. 1. The Notice of Apparent Low Bidder identifies the contractor name, Bolinger, 08 -020 Page 11 address, and number; the date issued; the project (FM) number; the county, and district number. 32. The contractor in receipt of the Apparent Low Bid Notification is required to provide various documents to the Department, including a performance bond, payment bond, insurance certification listing the Commonwealth as additional insured, recycled content product provision, and /or a steel origination certification. a. If the information is not provided to the Department by the time and date indicated on the Apparent Low Bid Notification, the contractor's bid may be rejected. 33. Once the required documentation is received and reviewed by the Department, the Purchasing Agent assigned to the project issues the Notice to Proceed to the selected contractor. a. The Notice to Proceed is the actual purchase order for the project. 1. No contractor can be paid for work completed without an approved purchase order. b. No work is to begin on the project until the Notice to Proceed has been approved and issued. 34. A pre- construction conference is to be scheduled after the Notice to Proceed and prior to the beginning of any actual work. a. The DFA responsible for the project is required to be present at the pre - construction meeting. 1. The RFA for the region in which the project is occurring may also be present at the pre- construction meeting. b. Attendance by the contractor or authorized representative is mandatory at the pre- construction conference prior to the beginning of any work. 35. Progress meetings are to be scheduled throughout the progress of the work as deemed necessary. a. The DFA responsible for the project is required to attend the progress meetings. 1. The RFA for the region in which the project is occurring may also be present at the pre- construction meeting. b. The DFA or other Department representative may conduct periodic unscheduled visits to the sight. c. Contractors who perform poor work, do not provide services on time, or engage in other unacceptable conduct are to be entered into the Commonwealth's Contractor Responsibility Program. 36. A pre -final inspection is to be held two weeks prior to the termination date of the project. a. Items not completed regarding the project are to be placed on a punch list and reviewed at that time with the contractor. Bolinger, 08 -020 Page 12 b. The contractor must complete all punch list items before the termination date of the project. c. A final inspection is to be performed at the end of the project period. 37. Once the project is complete, the DFA completes a goods receipt through SAP which is sent to the Purchasing Agent via e -mail transmission. a. Submission of the goods receipt through the SAP system signifies that the required work is completed, the final inspection has occurred, and all work was completed to required standards. 38. The Purchasing Agent subsequently matches the goods receipt to the purchase order issued and forwards the purchase order and goods receipt to the Comptrollers office. a. The Comptroller matches the invoice received from the contractor to the purchase order and goods receipt. b. Once the triple match occurs (purchase order, goods receipt, and invoice), payment due is authorized and released by the Comptroller's office. 39. Emergency work/repairs required for projects under the jurisdiction of the FMD do not follow procedures established for small, no bid procurement (under $5,000.00) or formal competitive sealed bids ([$10,000.01] to $100,000.00). a. Procedure regarding emergency work/repairs includes: 1. Notification of the applicable RFA of the need for emergency work/repairs. aa. The applicable DFA is normally the individual who informs the RFA of any emergency work/repairs required. 2. Obtaining of an Emergency Purchase Order Number from the Harrisburg Central Office. 3. Completion of an Emergency Procurement Approval request by the RFA (on behalf of Bureau Director) and forwarding of the request to the Manager of Operational Services, Bureau of Procurement, Department of General Services for approval. 4. Receipt of authorization to proceed with the Emergency Purchase Order. 5. Entering the project into the Penn State Facilities Engineering Institute database for assignment of a project (FM) number by the DFA. 6. Generation of a scope of work required for the emergency work/repairs by the DFA. 7 Solicitation of bids from at least three qualified contractors to perform the work by the DFA. aa. Contractors solicited are routinely those on the ITQ in effect at Bolinger, 08 -020 Page 13 that time. 8. Submission of bids by the contractors to the DFA at the DFA's office and completion of a Summary of Bids for forwarding to the Central Office. 9. Awarding the project by the Purchasing Agent to either the lowest qualified bidder or the lowest qualified bidder first available to complete the work. 10. Issuance of a purchase order (Notice to Proceed) for the project to the DFA and the RFA. 11. Project completion and contractor payment. b. There are no dollar value /threshold restrictions associated with emergency purchase orders. 40. The Department maintains varying numbers of Stockpiles strategically located throughout the counties which compose the separate districts in the Commonwealth. a. Stockpiles routinely have several structures on site which may include an employee staging area, a materials storage area, parking sheds for vehicles, a storage area for equipment and tools, etc. 41. On January 25, 2005, the Department issued project packets to various ITQ qualified vendors which included an invitation to bid regarding Facilities Project FM3221 and FM3222 under Contract No. 359002 to be located at the Searights Stockpile in Fayette County. a. The anticipated scope as documented on each invitation to bid called for the construction of one 36'x45' Husky to be reimbursed by the Pennsylvania Turnpike Commission. 1. The existing Department stockpile at Searights, PA was abandoned by the Department as a result of an agreement between the Pennsylvania Turnpike Commission and the Department. aa. The Department agreed to relocate the Stockpile in order for the Pennsylvania Turnpike Commission to extend a section of Toll Route 43 (the Mon - Fayette Expressway). bb. The Pennsylvania Turnpike Commission agreed to assist in financing the relocation of the Stockpile. b. The worksite for the projects was documented as, "Stockpile 22 District 12 Fayette County." 1. Stockpile 22 is located in Searights, PA. c. The pre -bid meetings for the projects were initially scheduled simultaneously for February 28, 2005, at 10:00 a.m. at Stockpile 22. 1. Attendance at the pre -bid meeting was not mandatory. 2. An Addendum to the bid package dated January 28, 2005, amended Bolinger, 08 -020 Page 14 the pre -bid meeting for FM3221 and FM3222 to March 1, 2005, at 9:00 a.m. and 10:00 a.m. respectively. d. James Kirkpatrick, TPA assigned to Districts 11 and 12, was documented as the Department contact on each invitation to bid. 42. Clark Contractors, Inc. (hereafter Clark Contractors) was one of various vendors to receive project information related to FM3221 and FM3222. a. Clark Contractors is a general construction company located in Bedford, PA. b. Clark Contractors was approved to bid on facilities design, construction, renovation and /or inspection work for the Department under Contract No. 359002. 1. Clark Contractors was an approved ITQ vendor. 43. Project information /specifications provided in the bid package specifically documented the construction of salt buildings (Huskies) for the Searights Stockpile, Fayette County, PA under FM3221 and FM3222. a. The projects were to be constructed between July 1, 2005, and December 1, 2005, depending on the completion of site excavation. 44. Both Bolinger and Kirkpatrick were present at the pre -bid meeting held on March 1, 2005. a. FM3221 and FM3222 as well as additional FM Numbers /projects to be associated with the relocated Stockpile 22 were scheduled throughout the day on March 1, 2005. b. The pre -bid meeting verified that the construction was to occur at the new location determined for Stockpile 22. c. Site preparation for the new location had not yet been completed at the time of the pre -bid meeting. 45. Purchase orders for various projects at the new Stockpile 22 location were approved between April 4, 2005, and April 12, 2005, although the site for the projects had not yet been completed. a. Purchase Order 4500215054 dated April 4, 2005, in association with FM3221 was approved and awarded to Clark Contractors in the amount of $30,555.00. 1. Clark Contractors' bid of $30,555.00, submitted via facsimile transmission to the FMD on March 17, 2005, was the lowest of four bids received. b. Purchase Order 4500217069 dated April 12, 2005, in association with FM3222 was approved and awarded to Clark Contractors in the amount of $29,200.00. 1. Clark Contractors' bid of $29,200.00, submitted via facsimile transmission to the FMD on March 17, 2005, was the lowest of three bids received. Bolinger, 08 -020 Page 15 46. Project information provided to contractors in the bid packages for FM3221 and FM3222 specified that the Department was releasing the projects as "Design Build" projects. a. Design build projects are those in which the Department provides the contractor with project specifications and the contractor is responsible for designing the project. b. The ultimate design is submitted to the DFA for approval upon completion. 47. Although change orders are addressed in the ITQ, specifically documented in the explanation of "Design Build" as included in the bid packages issued for FM3221 and FM3222 is, "There will be no change orders on this project." a. Change orders are addressed in the ITQ for Contract No. 359002 under Exhibit C, Section 45, Advice of Change: "If, due to unforeseen circumstances, work is uncovered which is necessary for completion of the project, the Contractor shall submit to PennDOT, in writing, a letter detailing the additional work. The work defined in the letter must be within the original scope of work stated in the project specifications. Upon acceptance, PennDOT will issue an Advice of Change to the Order for the additional work. The Contractor shall not proceed with the additional work until the Advice of Change is executed by all parties." 48. Due to the fact that the new site for Stockpile 22 was not ready for construction, Bolinger approached Ronald Inks, Assistant County Manager, District 12 -1, Fayette County, sometime after April 5, 2005, and questioned Inks if a salt storage building could be utilized at Stockpile 21, District 12, Fayette County, Dinnerbell, PA. a. Inks has supervisory responsibility over Stockpile 21 in his position as Assistant County Manager. 1. Stockpile 21 is located in Farmington, PA. b. Bolinger also discussed additional modifications to Stockpile 21 with Inks. 1. Modifications to existing structures on site were discussed due to the fact that two Huskies would not fit in the available space in the stockpile compound. c. Inks' approval was not necessary to change the scope of work from Stockpile 22 to Stockpile 21. 49. Bolinger then contacted Clark Contractors representative /estimator Clair Corle via telephone regarding FM3221 and FM3222 after verifying that a new salt storage building and other modifications could be utilized at the Dinnerbell Stockpile 21. a. Bolinger informed Corle that the new Searights site was not ready. b. Bolinger questioned Corle if he had any objection to constructing one salt storage building and completing other renovations at the Dinnerbell Stockpile instead. 1. The scope of FM3221 did not change although the documented location did. Bolinger, 08 -020 Page 16 2. Both the documented scope and location of FM3222 changed. c. Corle did not object to the change in location for FM3221 or the change in scope and location for FM3222. d. Although Corle, on behalf of Clark, agreed to changes as advocated by Bolinger, the bid packages for "Design Build" did not permit change orders for the project. 50. Bolinger confirmed the changes in scope to FM3222 via fax issued to Corle at Clark Contractors' office in Bedford, PA sometime after April 12, 2005. a. The original fax sent to /received by Corle could not be located. b. The fax sent by Bolinger to Corle changed the scope of work to include electrical service /lighting to an existing high arch salt storage building, lighting and installation of a truck plow pad in an existing three bay salt storage building (to be converted to truck parking), and installation of truck heaters. Bolinger's fax also required Clark to provide an air compressor, pressure washer, and concrete saw. 1. The fax generated by Bolinger specified the make and model of the air compressor, pressure washer, and concrete saw to be supplied. c. An air compressor, pressure washer, and concrete saw were not required as part of this project. 51. Bolinger provided the changes in FM3222 to Corle and requested that Corle determine if the new scope could be completed for the same amount ($29,200.00) originally approved for FM3222. a. Bolinger and Corle spoke several times regarding the changes as initial estimates generated were in excess of the original amount approved for FM3222. 1. Changes made included Bolinger changing the specific brands /models of equipment requested. 2. The brand names for the air compressor, pressure washer, and concrete saw initially specified by Bolinger were more expensive than the brands eventually agreed upon between Bolinger and Clark. 3. By Bolinger agreeing to accept less expensive brand names of equipment, Clark was able to complete the project at the initial $29,200.00 quote. 52. Although change orders were not authorized regarding design build projects under Contract No. 359002, RFAs and DFAs had the authority to approve slight changes in projects as long as the changes were in the same basic scope of the project and no cost increase resulted from the change, but the project location could not be changed. a. The ITQ requires that any change in a project location, as directed by Bolinger, required that a project be cancelled and re -bid. b. The project was authorized by Bolinger to proceed even though PennDOT policies required a re -bid due to the location change from Stockpile 22 to Bolinger, 08 -020 Page 17 Stockpile 21. c. By authorizing the project to continue without re -bid, Bolinger was able to keep the tools /equipment hidden in the pricing for the project. 53. Clark Contractors representative Dick Clark purchased the tools (air compressor, pressure washer, concrete saw) requested by Bolinger in association with the revised scope of work under FM3222 at an approximate cost of $2,658.47. a. Clark purchased one 13 Horsepower Honda Concrete Saw with 18" guard, Serial Number 01280265 from Pitt Industrial Diamond Products on October 20, 2005, in the amount of $2,161.34. 1. The $2,161.34 figure represents the cost of the saw and six percent sales tax. b. Clark purchased one Kobalt 22- gallon Digital Air Compressor Model No. 215914, Serial Number D19811299 from Lowe's Home Improvement Warehouse. 1. The approximate value of the air compressor was $295.74 with sales tax. aa. Clark Contractors could not locate any receipt or payment documentation for the purchase. bb. The value of the air compressor was obtained from jacksonville.travidia.com. c. Clark purchased one Karcher Pressure Washer, Model No. K3.86, Serial Number 387746. 1. The approximate value of the pressure washer was $201.39 with sales tax. aa. Clark Contractors could not locate any receipt or payment documentation for the purchase. bb. The value of the pressure washer was obtained from deerso.com. 54. Tools purchased by Clark/Clark Contractors were delivered /transported to Clark Contractors' main office in Bedford, PA. a. Equipment purchased by Clark/Clark Contractors was purchased in the same immediate time frame of October 20, 2005, to early November 2005. 55. Corle contacted Bolinger via telephone after obtaining the required equipment and completing work at the Dinnerbell Stockpile. 56. Bolinger declined Corle's offer to deliver the equipment to the Dinnerbell Site and advised that he would pick -up the items at Clark's facility. a. Bolinger and Kirkpatrick drove to Clark Construction in Bedford, PA on a Friday between October and November 2005 and took possession of the equipment from Clark Contractors. Bolinger, 08 -020 Page 18 b. Bolinger and Kirkpatrick drove to Clark Contractors' office in Bolinger's Commonwealth provided vehicle. 1. Bolinger was assigned a Chevrolet pick -up truck (Equipment No. 094- 3030) by the Commonwealth in late October 2005 in his position as an RFA. 57. Bolinger and Kirkpatrick subsequently returned to the District 12 -0 office location with the equipment. a. Although Bolinger and Kirkpatrick returned to their field office with the equipment, the tools were not provided to any Department personnel for custody or inventory purposes. 1. Bolinger did not specifically notify or inform anyone at Engineering District 12 -0 or at Maintenance District 12 -1 of the equipment which had been obtained. b. No records could be located at Engineering District 12 -0 or at Maintenance District 12 -1 documenting the delivery or receipt of the equipment by anyone at PennDOT. c. The equipment was not unloaded from Bolinger's vehicle. 58. Clark Contractors submitted an invoice dated October 25, 2005, to the Department Comptroller's Office for payment in the amount of $30,555.00 for services performed in association with FM3221. a. The invoice referenced PO Number 4500215054. b. The invoice description referenced "PO #: 4500215054 Project FM3221 36'x45' Storage Building." 59. Clark Contractors submitted an additional invoice dated November 9, 2005, to the Department Comptroller's Office for payment in the amount of $29,200.00 for services performed in association with FM3222. a. The invoice referenced PO Number 4500217069. b. The invoice description referenced "PO #: 4500217069 Project FM3222 36'x45' Storage Bldg." 60. The invoice submitted by Clark Contractors for payment was not reflective of the approved scope of work for FM3222 or the actual services performed in relation to payment requested. a. PO Number 4500217069/FM3222 documented approval for the construction of a 36'x45' salt storage building at the Searights Stockpile. b. Actual work performed included addition of electrical service and lighting to existing structures, installation of a truck plow pad, and installation of truck heaters at the Dinnerbell Stockpile location along with the purchase of equipment ultimately provided to Bolinger by Clark Contractors. 1. The equipment was not necessary for any aspect of the project completed by Clark Contractors. Bolinger, 08 -020 Page 19 2. Clark provided the equipment based on the instructions of Bolinger. 61. Clark Contractors submitted the inaccurate invoice to the Department Comptroller's Office at Bolinger's direction referencing completion of the original scope of work at the original approved location and not actual services performed which included providing tools to Bolinger. a. Clark Contractors submitted the inaccurate invoice under the original scope of work associated with the approved Purchase Order in order to receive payment for services performed. b. Payment to contractors cannot occur without an approved Purchase Order. 1. No Purchase Order was approved for repairs, upgrades, additions to the Dinnerbell Stockpile or the equipment directed to be provided by Bolinger. c. The invoices submitted by Clark Contractors did not identify the pressure washer, concrete saw, and air compressor received by Bolinger. 62. Clark Contractors received payment for services under FM3221 and FM3222 in the original bid amounts of $30,555.00 and $29,200.00 respectively via Commonwealth check number 09246736, dated December 16, 2005, in the amount of $59,755.00. a. Payment received by Clark Contracting included payment for equipment which Bolinger and Kirkpatrick took possession of from Clark Contracting. b. Clark Contractors deposited Commonwealth check number 09246736 into its business account at First American Bank on December 19, 2005. 63. The Department requires an annual inventory to be completed regarding equipment and tools located at each Engineering and Maintenance District within the Commonwealth. a. The Department generally defines equipment as items which are operated to complete a task and can move under their own power. b. The Department generally defines tools as items which are used in order to complete a task (i.e. hand tools, jacks, etc.). c. The District Equipment Manager or his /her designee is responsible for completing the inventory of the Engineering District Office while the County Equipment Manager or his /her designee is responsible for completing the inventory of County Maintenance Districts. d. Inventories must be completed by May 15 annually. 64. Department equipment and tools are assigned specific numbers for identification purposes and to ensure that equipment /tools purchased are actually on -site at their assigned location. a. Items identified as equipment bear a seven digit number stenciled on the equipment in multiple locations. 1. Items identified as equipment originate from the Department in Harrisburg and are provided with the equipment number already in place. Bolinger, 08 -020 Page 20 b. Items identified as tools bear a four digit number which is engraved, written in permanent marker, or noted on a brass tag which is affixed to the tool. 1. Tools purchased at the local level are marked with a sequential tool number upon arrival. 65. Inventories conducted at Engineering Districts and County Maintenance Districts are completed via the recording of equipment and tools by their applicable equipment /tool number. a. Any items discovered during the inventory process with no equipment /tool number are to be noted on the inventory report and researched. 66. Inventories for Engineering District 12 -0 and Maintenance Districts 12 -1, 12 -2, 12 -4, and 12 -5 were completed by Department personnel for 2005 -2006, 2006 -2007, and 2007 -2008. a. None of the inventories conducted documented the presence of the concrete saw, air compressor, or pressure washer obtained by Bolinger and Kirkpatrick from Clark Contractors. 1. The inventories documented no tool numbers assigned to any of the items received by Bolinger and Kirkpatrick. 2. The inventories documented no record of any concrete saw, air compressor, or pressure washer discovered without a tool number during the inventories. 67. Inventories conducted revealed the following tools of a similar nature present in District 12 Maintenance districts as early as late winter /early spring 2005. a. District 12 -1, Fayette County: Item Make Tool No. Year Purchased Champion 0446/0447 1987 15 HP Air Compressor (2) Pressure Washer Pressure Washer Concrete Saw b. District 12 -2, Item Air Compressor (2) Air Compressor Compressor, Shop 15 HP Concrete Saw, Hand -held 1. NAPA CAT MK Diamond Greene County: Ma Emglo Hatfield - Campbell Ingersol Rand Stihl 0133 1998 0205 2002 0761 2006 o. 0040/0288 0308 0588/0599 $5,000.00 $1,498.00 $1,850.00 $1,340.00 Year Cost Purchased Unknown Unknown Unknown Unknown 0389 Unknown Unknown Unknown Unknown Tool Number 0040 was labeled as an Emglo compressor on the Bolinger, 08 -020 Page 21 inventory completed in 2005 and as a Champion compressor on the inventory completed in 2006. c. District 12 -4, Washington County: Item Make Tool No. Year Purchased Pressure Washer Hurrican 0148 2000 Pressure Washer (3) Blador 0493/0489 1996 0488 Pressure Washer -Hot Alkota 0502 1989 Water Pressure Washer Blast Off 0528 2002 High Pressure Hots Model 0226 2002 Washer 4400 Air Compressor, Charge Air 0578 1996 6HP60 Gal Power Air Compressor, Cambell 0433/0437 1996 6HP60 Gal (5) Hausfield 0436/0435 0434 Emglo 0088 1964 Senco 0176 2001 Air Compressor Portable Air Compressor d. District 12 -5, Westmoreland County: Item Compressor, 10 Ton Air Compressor Compressor Air Compressor Air Compressor Pressure Washer Item Ma Concrete Saws (4) Stihl ke Tool No. 0147 0237 0273 0926 0968 0949 Ingersol Rand Emglo- Lincoln Emglot Gardner Denver Emglo Troy Buict Make Equipment No. 090 -4759 091 -4759 122 -4759 146 -4759 Cost $900.00 $900.00 $4,075.00 $1,500.00 $125.00 $480.00 $480.00 $433.00 $229.00 Year Cost Purchased 1977 $1,700.00 1980 $26.00 1981 $1,900.00 2003 $2,150.00 2005 $2,000.00 2004 $417.00 68. Inventories conducted revealed the following equipment of a similar nature present at the Engineering District 12 -0 main office as early as late winter /early spring 2006. a. Engineering District 12 -0, Uniontown, PA, Fayette County Model Year Acceptance Date 1990 08/10/90 1990 08/10/90 1997 08/11/97 2001 07/20/01 Concrete Saw Blazer 195 -4968 1999 04/29/1999 Diamond 69. The Department has the ability to borrow tools from surrounding districts /counties or purchase tools as needed in order to complete assigned tasks. Bolinger, 08 -020 Page 22 a. The Department follows established procedures in relation to the purchase of equipment. 1. The Department does not solicit the FMD for provision of tools. 2. The FMD has no authority or responsibility to purchase or otherwise obtain tools for the Department. 70. No evidence exists that the concrete saw, air compressor, or pressure washer that Bolinger directed Clark to provide to him were ever utilized for any PennDOT purpose. 71. At the time of his return of the equipment, Bolinger's conduct was being reviewed by PennDOT officials. 1. Complaints had been made by Clark to PennDOT regarding both Bolinger and his subordinate James Kirkpatrick. 2. Bolinger was suspended by PennDOT in April 25, 2007 *. *[Cf., compare Fact Finding 11 d(1) as to the date of the suspension.] b. Bolinger questioned Donald Lowry, District 12 -0 Building Maintenance Foreman, if the tools could be stored in the Lawn Maintenance Building. 1. The Lawn Maintenance Building is utilized to store large pieces of district lawn maintenance equipment, tools, and general building supplies. aa. The County occasionally stores items in the Lawn Maintenance Building if necessary. 2. Lawn Maintenance Building keys were maintained by Lowry, Ronald Jones - Maintenance Repairman 11, and an intern. c. The appearance of the tools indicated that they had been used prior to Bolinger delivering the items to PennDOT. d. Lowry did not assist in removing the items from the truck for storage in the Lawn Maintenance Building. 72. The tools were present in the Lawn Maintenance Building at the time of Bolinger's suspension from the Department on April 25, 2007. a. The tools were subsequently moved to the Dead Storage building located at the Engineering District 11- 0/12 -0 compound. b. The tools have remained in the Dead Storage building since that time. c. The tools have not been used for any PennDOT purchase. 73. The tools /equipment were not delivered to PennDOT by Bolinger until after complaints were received by PennDOT of Bolinger's conduct. 74. Bolinger solicited the purchase of one concrete saw valued at $2,161.34. Bolinger, 08 -020 Page 23 a. Bolinger solicited the purchase of one air compressor valued at approximately $295.74. b. Bolinger solicited the purchase of one pressure washer valued at approximately $201.39. THE FOLLOWING FINDINGS RELATE TO ALLEGATIONS THAT BOLINGER UTILIZED HIS POSITION TO OBTAIN CONSTRUCTION MATERIALS FOR PERSONAL USE FROM A DEPARTMENT ITQ VENDOR WHICH THE DEPARTMENT WAS SUBSEQUENTLY CHARGED FOR IN ASSOCIATION WITH EMERGENCY REPAIRS MADE TO A DEPARTMENT STOCKPILE. 75. The Department maintains varying numbers of Stockpiles strategically located throughout the counties which compose the separate districts in the Commonwealth. 76. The Department maintains Stockpile No. 9 at 9546 Glade Pike, Berlin, PA, Somerset County, in Engineering District No. 9, Maintenance District 9 -7. a. Stockpile No. 9, commonly referred to as the Roxbury Stockpile, is located within the region supervised by Bolinger. 1. The Roxbury Stockpile is composed of various buildings /structures including a salt storage building for winter road maintenance. 77. On March 20, 2007, Department employee Dale Yommer was involved in an accident involving Department Equipment No. 716 -8071 and the salt storage building located at the Roxbury Stockpile. a. Equipment No. 716 -8071 is a Department road maintenance vehicle. b. The accident caused structural damage to the front of the salt storage building. 78. Rice, DFA for District 9, received notification of the accident from Joseph Kelemen, County Manager, Maintenance District 9 -7 via e-mail transmission. a. Rice physically inspected the damage to the salt storage building on March 20, 2007, or March 21, 2007. 1. Rice contacted Bolinger via telephone regarding the accident after inspecting the damage. 79. Bolinger generated an Emergency Procurement Approval Request, consistent with Department policy for the required repairs after receiving notification of the accident and discussing the accident with Rice. a. The Emergency Procurement Approval Request was dated March 21, 2007. b. The Emergency Procurement Approval Request was addressed to Tom DeMartile, Director - Commodity Management- Bureau of Procurement, Department of General Services; from Diane Chamberlin, Acting Director - Bureau of Office Services. 1. Bolinger forwarded the request on behalf of Chamberlin. 80. The Emergency Procurement Approval Request documented the basis for the Bolinger, 08 -020 Page 24 emergency procurement as: a. Structural damage to salt building which required repair in order to allow employees access for winter operations. b. Potential for collapse. 81. The Emergency Procurement Approval Request documented bids to be solicited from at least three qualified vendors to be awarded to a qualified and responsive vendor capable of performing the services. a. Bolinger estimated the dollar value of the procurement at $15,000.00. 82. Bolinger forwarded the approval request via e-mail transmission to Robert Kleimenhagen, Central RFA, which was subsequently forwarded to Jack Christenson, Division Chief of the FMD and finally to DiMartile for authorization to proceed. a. The approval request was assigned EPS #356E22. 83. DiMartile responded to Christenson via e-mail transmission at 4:09 p.m. on March 21, 2007, authorizing the Emergency Procurement order as requested. a. Christenson subsequently sent Bolinger an e-mail transmission on March 22, 2007, at 7:17 a.m. authorizing Bolinger to proceed with the repairs. 84. Bolinger sent an e-mail transmission to Rice requesting an FM Number for the repairs after receiving authorization from Christenson to move forward. a. Rice entered the project into the Penn State Facilities Engineering Institute database. b. The project was assigned FM Number 4938. 85. Bolinger compiled a scope of work for the required repairs to be sent to at least three bidders after the FM Number had been obtained. a. The scope of work noted the following repair services to be performed: 1. Repair of damaged trusses; 2. Replacement of structural gable trusses; 3. Replacement of roofing system where damaged; 4. Replacement of shifted posts restoring concrete footings; 5. Installation of T1 -11 and painting of gable area; 6. Installation of bracing; and 7. Removal of all debris. 86. Bolinger supplied the scope of work to E &A Contracting, Inc. (hereafter E &A), Swede Construction Corporation, and Vince Building Company, Inc. for bidding consideration. Bolinger, 08 -020 Page 25 a. E &A's office is located in Somerset, PA. b. Swede Construction Corporation is located in Elizabeth, PA. c. Vince Building Company, Inc. is located in Greensburg, PA. 87. E &A submitted an initial bid dated March 22, 2007, in the amount of $3,710.00 for repair of the salt storage building at the Roxbury Stockpile. a. E &A's bid was generated by Jeff Weicht, President of E &A/Vice- president of Knieriem Construction. 1. E &A and Knieriem are both owned by Wayne Knieriem. 88. Although addressed to Rice at Engineering District 9 -0, E &A's bid was ultimately received and reviewed by Bolinger. a. Rice did not review any bids submitted regarding the repairs needed. 89. E &A's bid was the only bid received by the Department regarding the repair project. 90. Bolinger contacted Weicht via facsimile transmission after reviewing E &A's bid for purposes of altering the bid amount. a. Bolinger faxed correspondence to Weicht advising Weicht to raise the project bid amount to $9,061.00 which documented the following: "Jeff If you agree to this please send me the invoice Fm4938 Eps Roxbury Total= $9,061.00 $1,300 wes Roxbury $3,710 $450 bridgeville $1,101.00 at greensburg $2,500 for materials delivered to uniontown warehouse" (2)- delivered to uniontown warehouse ReliaBilt 6' ReliaBilt French Patio door Steel Blinds Between the Glass Tilt and Raise Insulated Glass White In -Swing Brick Mold Right Hand Screen Not Included Item #: 156109 Model SBHBBGTRIS $498.00 EACH= $1,000 50 $8 =$400 (2x6x12 Top Choice Treated) 20 $11 =$200 (4x4x10 #2 .40 Treated) 50 @$5 =$250 (2x4x10 Top Choice Treated)" b. Written on the document by Weicht was "$65.00" delivery fee and a total price of $2,047.20 (accounting for material costs, sales tax, and delivery). Bolinger, 08 -020 Page 26 1. The actual cost of the materials and delivery fee totaled $2,043.05. c. Also handwritten by Weicht on the document was 724 - 430 -1800. 1. 724 - 430 -1800 is the telephone number associated with Lowe's Home Improvement Warehouse (hereafter Lowes) located in Uniontown, PA. d. The fax was undated, but occurred between March 22, 2007, and April 9, 2007. 91. Bolinger directed Weicht to increase the bid amount to $9,061.00 in order to compensate E & A for services previously performed, but beyond the scope of the contract. a. E &A had previously performed services under FM Numbers FM4102, FM4830 at Bolinger's and /or Kirkpatrick's request which were beyond the scope of services for which originally contracted. b. Bolinger and /or Kirkpatrick informed Weicht at the time of the requests that E &A would be paid for the services at a later date. 1. No payment can be issued to contractors for services completed without an approved Purchase Order. c. Bolinger utilized the opportunity to contract with E &A for the salt storage building repairs at the Roxbury to pay E &A for work completed for which no Purchase Order existed and to obtain materials not related to any PennDOT project. 92. The facsimile sheet from Bolinger to Weicht documented payments due to E &A for work performed and listed materials requested by Bolinger region [sic] for which no Purchase Order had been approved. a. Payment for "$1,300 wes" reflected extra payment due E &A for electrical work completed by E &A's electrical subcontractor in relation to FM4102 which was beyond E &A's contracted scope. 1. E &A was issued full payment from the Commonwealth in the amount of $81,510.00 for FM4102 as bid and authorized via Purchase Order 4500322454 via check numbers 00538613, 08508856, 00222309, and 53630198. aa. Payments for multiple FM Numbers are included in the checks noted. b. Payment for "Roxbury $3,710" reflected payment due for repairs required for the salt storage building at the Roxbury. c. Payment for "Bridgeville $450" reflected extra payment due E &A for services completed which were beyond the scope of those originally contracted for relating to FM4830. 1. E &A was issued full payment from the Commonwealth in the amount of $1,170.00 for FM4830 as bid and authorized via Purchase Order 4500400698 via check number 08572223. Bolinger, 08 -020 Page 27 aa. Payment for FM4831 is also included in the check noted. d. Payment for "$1,101.00 at greensburg" reflected payment due E &A for which no Purchase Order or FM Number had been approved. e. Payment for "$2,500 for materials delivered to uniontown warehouse" reflected payment for construction materials for which no Purchase Order, FM Number, or project had been approved. 93. Weicht contacted Lowe's (telephone no. 724 - 430 -1800) to verify the prices of the building materials requested by Bolinger and subsequently contacted Bolinger via telephone. a. Weicht questioned Bolinger if including the amounts owed for other services was the method by which Bolinger planned to issue payment to E &A. b. Bolinger verified that E &A would receive payment for the Roxbury repairs as well as other services performed via payment for FM4938 in the amount of $9,061.00. c. None of the materials listed on Bolinger's e-mail (Reliabilt Patio Door and treated lumber) were needed for the Roxbury repairs. 94. Bolinger subsequently completed a Summary of Bids report noting bids received for FM Number 4938 and forwarded the information to the FMD Central office in Harrisburg for processing. a. E &A is documented as submitting a bid in the amount of $9,061.00. 1. Bolinger did not inform the FMD Central Office that E &A's bid amount was compiled by him or that the bid included amounts for materials completely unrelated to the emergency project. b. Bolinger's Summary of Bids noted Swede Construction Corporation as submitting a bid in the amount of $10,750.00. 1. Swede Construction Corporation has no record of receiving the scope of work on which to bid or any bid submitted for consideration. c. Vince Building Company is documented as having not responded to the scope of work. 1. Vince Building Construction has no record of receiving the scope of work on which to bid. 95. The bid opening time and date is documented as March 21, 2007, at 0:00 hours and bears Rice's name typewritten in the "Witness to Bid Opening" section on the Summary of Bids. a. Rice's name was typewritten on the form by Bolinger. b. Rice did not witness the opening of or review any bids received. c. Bolinger falsely entered Rice's name as a witness to the bid opening. 96. E &A was awarded the contract for FM4938 for emergency repairs to the salt shed at the Roxbury. Bolinger, 08 -020 Page 28 a. E &A completed the required repairs on or about April 9, 2007. 97. On April 9, 2007, E &A provided Invoice Number 1044 in the amount of $9,061.00 to Bolinger at Engineering District 11- 0/12 -0 for payment. a. The invoice description notes only "EPS Roxbury." 1. No information is present documenting portions of the $9,061.00 billed being applied to services performed unrelated to FM4938. aa. Included in the price documented on the invoice were building supplies in the amount of $2,043.05 for which no project was authorized. bb. Although the building supplies totaled only $2,043.05, Bolinger arranged payment to E &A for the materials in the amount of $2,500.00. 2. E &A submitted the invoice in the amount of $9,061.00 per Bolinger's direction even though the actual cost related to the repairs to the Roxbury site was $3,710.00. 98. Bolinger sent the FM4938 project file, including the invoice received, to FMD purchasing agents in the Central Office via facsimile transmission dated April 9, 2007, for processing for payments to E & A. a. Bolinger indicated on the cover letter that Rice needed a miscellaneous Purchase Order for the project. 1. A Purchase Order was needed in order to issue payment to E &A. 99. On April 13, 2007, the Department issued Purchase Order No. 4300003966 in the amount of $9,061.00 to E &A. a. The Purchase Order effective date and issue date are both documented as April 13, 2007. b. The service description on the Purchase Order notes, "EMERGENCY Repair To Building." 1. Payment for any prior services and /or services outside the scope of the emergency repairs was not authorized on the Purchase Order. c. The payment included the materials totaling $2,043.05 which were unrelated to the project. 100. On April 10, 2007, Weicht ordered /purchased building materials solicited by Bolinger in the amount of $2,043.05 documented on Lowe's sales receipt number S0187TM1 as shown below: Item Description 6' RB STL FCH BBG TR I/S RH 2x6x12 ACQ Top Choice Treated 2x4x10 ACQ Top Choice Treated 4x4x10 #2 .40 ACQ Treated Quantit 2 50 50 20 Price Per Unit) $498.00 7.97 4.97 10.97 Total Price $996.00 398.50 248.50 219.40 Bolinger, 08 -020 Page 29 Item Description Quantity Price Per Total Price Unit) Delivery fee 1 65.00 65.00 Tax - - 115.65 Total $2,043.05 a. The sales receipt documents the purchase of two French Doors, fifty 2x6x12 pieces of lumber, fifty 2x4x10 pieces of lumber, and twenty 4x4x10 #2.40 pieces of lumber as well as a delivery fee. 1. Weicht had never purchased materials for delivery to any Engineering District office in the past. aa. Weicht routinely has required materials [to be] delivered directly to contracted project sites. b. The invoice associated with the order /purchase was Invoice Number 73668. c. The purchase of the building materials occurred after the repairs to the Roxbury were completed. 101. Building materials ordered /purchased by Weicht at Bolinger's direction were delivered to the Engineering District 11- 0/12 -0 office location at 825 North Gallatin Avenue, Uniontown, PA 15401 on April 16, 2007. a. The delivery was made by Lowe's representatives. b. The delivery occurred at approximately 10:00 a.m. 102. Delivery instructions on the delivery invoice document the following, "PA. DEPT OF TRANSPORTATION - ATTENTION -CRAIG BOLINGER." a. The individual signing for the delivery could not be determined. 1. The signature on the delivery invoice is illegible. 103. The Lowe's truck which delivered the building materials to the Engineering District 11- 0/12 -0 compound was unloaded by Department employees, George Riley, Lowry, and Jones. a. Riley was employed as an Operator A for Fayette County Maintenance District 12 -1. 1. Riley is now retired from the Department. 104. Once unloaded, the building materials were placed into a storage building identified via placard as "12 -0 DEAD STORAGE BLDG #1200004." a. The structure is located immediately next to the FMD office located at the Engineering District 11- 0/12 -0 compound. b. The structure was commonly known as "Craig's warehouse." c. Keys to the Dead Storage building were maintained by Bolinger and Lowry. 105. E &A received payment from the Commonwealth of Pennsylvania for Invoice Number 1044 dated April 9, 2007, issued for FM4938, on July 5, 2007. Bolinger, 08 -020 Page 30 a. Payment from the Commonwealth to E &A occurred via direct deposit into E &A's PNC Bank business account (account number )0X -)000(- 2729). b. Department records document $3,710.00 of the payment charged to District 9 Somerset County funds and $5,351.00 of the payment charged to FMD funds. 1. District 9 Somerset County was responsible only for the cost of the actual repairs to the Roxbury salt storage building. aa. Excess payment to E &A for services performed outside the scope of contracts awarded or for services for which no Purchase Order was approved originated from FMD funds. 106. At the time the materials also were delivered by Lowe's on April 16, 2007, PennDOT had received complaints of Bolinger's conduct which culminated in his suspension on April 25, 2007. a. Bolinger was unable to take possession of the materials. 107. The building materials stored in the Dead Storage building were not purchased in association with any FMD project scheduled to occur in the Commonwealth. a. No Department employees or contractors have contacted representatives of the Southern FMD Region in relation to needing the items for any scheduled project. b. The french doors are not of the variety utilized by the FMD in construction /renovation projects. 1. Commercial Building Codes require panic hardware on all exterior door(s) in case of emergency. aa. The french doors requested by Bolinger do not have panic hardware. 108. Bolinger owns property located at [residence address redacted]. a. Bolinger's residence and a stand alone garage /storage building are present on the property among other items. b. Bolinger's residence has an attached wooden porch leading to the front entryway of his home as well as a rear patio. c. The existing porch and patio are constructed of the same type of building materials solicited from and subsequently supplied by E &A. 109. Bolinger realized a private pecuniary benefit of approximately $2,043.05 when he solicited E &A to purchase building materials outside the scope of FM4938 via his authority as an RFA, to have the building materials delivered to the Engineering District 11- 0/12 -0 compound, and to have the building materials stored in the Dead Storage Building when the materials were ultimately paid for by the Department via payment to E &A for FM4938. a. Bolinger solicited the purchase and delivery of lumber totaling approximately $918.39. Bolinger, 08 -020 Page 31 b. Bolinger solicited the purchase of french doors totaling approximately $1,055.76. c. Bolinger's instruction to have the materials delivered to the Engineering District 11- 0/12 -0 compound resulted in a $68.09 delivery charge (including sales tax). 110. On April 25, 2007, Department representatives Rina Cutler, Deputy Secretary for Administration, Chamberlin, and Christenson met with Clark Contractors representatives Cliff Clark, Vice - President; Clair Corle, Project Manager; and Stacey Hall, Office Manager. a. Clark Contractors representatives alleged that Bolinger and Kirkpatrick utilized threats and intimidation tactics to compel Clark Contractors to provide items for department contracts which were beyond the scope of the actual contracts. 111. As a result of the April 25, 2007, meeting, Bolinger was suspended from his employment with the Department. a. Bolinger [was] suspended from his employment with the Department effective 12:00 p.m. 1. Bolinger received written notification of his suspension via correspondence dated May 1, 2007. aa. The correspondence referenced the reason for the suspension as harassment and contract improprieties. 112. On May 1, 2007, the Department requested that the Pennsylvania Office of the Inspector General (hereafter OIG) investigate the conduct of Bolinger and Kirkpatrick while responsible for supervising construction projects involving Clark Contractors. a. The investigation began on or about May 1, 2007, and concluded on November 15, 2007, through the issuance of an Investigative Report. 113. Based on the investigation conducted, the Investigative Report submitted by the OIG documented the following findings: Kirkpatrick and Bolinger required Clark Contractors to furnish refrigerators and microwave ovens at four construction projects without reimbursement; Bolinger's and Kirkpatrick's contention that they required contractors to furnish refrigerators and microwave ovens pursuant to Department contract specifications is contrary to Department practices; c. Bolinger and Kirkpatrick acquired a concrete saw, pressure washer, and an air compressor from Clark Contractors; and d. Department interviews and records do not substantiate Bolinger's and Kirkpatrick's statements that the purchase, acquisition, and storage of the concrete saw, pressure washer, and air compressor were in accordance with Department policies. a. b. 114. On July 17, 2007, the OIG initiated an investigation regarding the conduct of Bolinger, 08 -020 Page 32 Bolinger and Kirkpatrick while responsible for supervising construction projects involving E &A. a. The investigation began on July 17, 2007, and concluded on March 25, 2008, through the issuance of an Investigative Report. 115. Based on the investigation conducted, the Investigative Report submitted by the OIG documented the following findings, among others: a. E &A claimed that they performed work outside the scope of their contracts pursuant to Bolinger's and Kirkpatrick's instructions; b. E &A claimed that they purchased treated lumber and french doors pursuant to Bolinger's instructions although Department staff stated that they could not identify a Department project requiring the items; c. E &A claimed that Bolinger instructed E &A to increase its $3,710.00 Roxbury Salt Building Emergency Repair estimate to $9,061.00 to receive payment for additional services performed and materials ordered by E &A; and d. Department records contain a Purchase Order for emergency repairs at the Roxbury Salt Building in the amount of $9,061.00. 116. Bolinger resigned from his position with the Department as a direct result of the allegations levied against him. a. Bolinger's effective resignation date with the Department was June 1, 2007. 117. During a sworn statement supplied to Commission investigators on April 29, 2009, Bolinger stated the following: a. Actual Change Orders were not required on FMD projects as long as no additional costs were incurred as a result of any change /extra work necessary. b. Changes which occurred regarding FM3222 were permissible as the changes were in the same basic scope as documented on the Purchase Order. c. Bolinger was requested by Clark Contractors and Ronald Inks, Assistant County Manager District 12 -1, to utilize funds allocated to FM3222 even though a second Husky could not be constructed. 1. Clark wanted the contract to be fulfilled instead of cancelled. 2. Inks wanted modifications made to existing buildings at the Dinnerbell Stockpile. aa. Inks was involved with discussions regarding the Dinnerbell Stockpile with Bolinger. bb. Bolinger initiated the discussions regarding possible modifications. 3. Inks indicated that tools were needed at the 12- 0/12 -1 compound and questioned if the tools could be purchased with any remaining FM3222 funds. Bolinger, 08 -020 Page 33 aa. Inks did not solicit or request any tools from Bolinger in association with the FM3221 or FM3222. 1. Inks was aware of no need for an additional concrete saw in District 12 -1 at that time. 2. Concrete saws were available at various Districts in 12- 0 at that time. 3. The Department has specific procedures in place regarding obtaining tools (by lease or purchase) if the need arises. 4. The concrete saw obtained was used by county employees and Bolinger at District 12 -1. aa. Utilization of a concrete saw at Department facilities does not fall within Bolinger's job description. 5. The pressure washer was utilized to clean out the Truck Wash bay at the District 12 -1 compound. 6. The air compressor pressure regulator was utilized at the Truck Wash bay for the soaping process of the actual washing cycle. aa. The compressor was not of the quick recovery type and the pressure regulator burnt out. d. Building materials supplied by E &A were obtained for the construction of a smoking room at the District 11- 0/12 -0 compound. 1. Bolinger did not inform Christenson of his intention to build a smoking room at the District 11- 0/12 -0 compound in 2007. 2. Bolinger did not inform the District Executive, any of the assistant District Executives, or the 12 -1 County Maintenance Manager of his intention to build a smoking room at the District 11- 0/12 -0 compound in 2007. e. Bolinger denied utilizing any of the tools obtained from Clark Contractors for personal use. f. Bolinger denied soliciting building materials from E &A for personal use. 118. Bolinger realized a private pecuniary benefit of approximately $4,701.52 as a result of using the authority of his position as an RFA for the Facilities Management Division to solicit items from contractors performing services under his responsibility which were [not] required /needed for Department projects and of which Bolinger took possession and /or maintained control over. Description Amount Power Tools from Clark Contractors $2,658.47 Building Materials from E &A $2,043.05 Total $4,701.52 Bolinger, 08 -020 Page 34 III. DISCUSSION: Respondent Craig Bolinger (hereinafter also referred to as "Respondent," "Respondent Bolinger," and "Bolinger ") was employed as a Transportation Facilities Administrator 111 with the Pennsylvania Department of Transportation ( "PennDOT ") from October 2001 through June 1, 2007. The allegation is that Respondent Bolinger violated Section 1103(a) of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1103(a), when he, as a Transportation Facilities Administrator 111, used the authority of his public position for a private pecuniary benefit by directing that contractors for PennDOT provide personal items to him at no cost at a time when he was reviewing and approving contracts for vendors who provided him with items used for his personal purposes. Pursuant to Section 1103(a) of the Ethics Act, a public official /public employee is prohibited from engaging in conduct that constitutes a conflict of interest: § 1103. Restricted activities (a) Conflict of interest. —No public official or public employee shall engage in conduct that constitutes a conflict of interest. 65 Pa.C.S. § 1103(a). The term "conflict of interest" is defined in the Ethics Act as follows: § 1102. Definitions "Conflict" or "conflict of interest." Use by a public official or public employee of the authority of his office or employment or any confidential information received through his holding public office or employment for the private pecuniary benefit of himself, a member of his immediate family or a business with which he or a member of his immediate family is associated. The term does not include an action having a de minimis economic impact or which affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which includes the public official or public employee, a member of his immediate family or a business with which he or a member of his immediate family is associated. 65 Pa.C.S. § 1102. Section 1103(a) of the Ethics Act prohibits a public official /public employee from using the authority of public office /employment or confidential information received by holding such a public position for the private pecuniary benefit of the public official /public employee himself, any member of his immediate family, or a business with which he or a member of his immediate family is associated. We shall now summarize the relevant facts, which consist of the particular averments of the Investigative Complaint that Respondent is deemed to have admitted. From October 2001 through June 1, 2007, Respondent was employed by PennDOT as a Transportation Facilities Administrator 111 ( "TFA 111") within PennDOT's Deputate of Bolinger, 08 -020 Page 35 Administration, Bureau of Office Services, Facilities Management Division ( "FMD "). Respondent was suspended from his position in April 2007 and ultimately resigned effective June 1, 2007. The Position Description for Respondent's former position as a TFA III defines the position purpose as, "Supervises lower level Transportation Facility Administrators in the planning and coordination of services associated with building design, maintenance, construction, and repair for all facilities within the Southern Region, Districts 8, 9, 11, 12." The Position Description includes, inter alia, the following duties and responsibilities: (1) Assesses need and recommends prioritization of facility maintenance and replacement projects within the region; (2) Reviews and negotiates the annual and special budgetary requirements for the region; (3) Assists with the facilities division budget and insures all funding is spent wisely and effectively; (4) Insures contractor invoices are processed properly and timely for the region's projects; and (5) Reviews and evaluates the oversight provided by lower level Transportation Facility Administrators during building design, construction, maintenance, repair, relocation, and demolition projects. See, Fact Finding 12. As a TFA III, also known as a "Regional Facilities Manager" ( "RFA "), Respondent was assigned oversight of the Southern Region of the Commonwealth, comprised of Districts 8, 9, 11, and 12. Each District was overseen by a TFA I or II, also known as a "District Facility Administrator" ( "DFA "). Jack Rice ( "Rice ") was the TFA assigned to District 9. James Kirkpatrick ( "Kirkpatrick ") was the TFA assigned to Districts 11 and 12. As an RFA, Respondent had the authority to approve projects submitted by DFAs. Additionally, Respondent had the authority to approve all four year plans for projects to be undertaken by the FMD in his region, prior to submission of the plans to the Division Chief. Since at least October 24, 2001, PennDOT has invited contractors to respond to an Invitation to Qualify ( "ITQ ") for facility reconstruction, renovation, and inspection services. Contractors meeting the qualification requirements of the ITQ are added to PennDOT's list of approved contractors and have the opportunity to bid on projects that require competitive bidding. Contractors that perform poor work, do not provide services on time, or engage in other unacceptable conduct are to be entered into the Commonwealth's "Contractor Responsibility Program." Entry into the Contractor Responsibility Program may be considered in determining whether to exclude a contractor from award of assignments under the ITQ and may lead to termination of a contractor's contract. For non - emergency work/repairs under the jurisdiction of the FMD that require bidding, contractors submit bids to Purchasing Agents at PennDOT's Bureau of Office Services. Bids are reviewed by at least two Purchasing Agents, and the low bidder for the project is determined. After the low bidder provides various required documentation to PennDOT, a Purchasing Agent issues a Notice to Proceed to the selected contractor. The Notice to Proceed is the actual purchase order for the project. No work is to begin on the project until the Notice to Proceed has been approved and issued. No contractor can be paid for work completed without an approved purchase order. Bolinger, 08 -020 Page 36 Procedures for emergency work/repairs under the jurisdiction of the FMD are set forth at Fact Findings 39 -39b. Such procedures similarly require the issuance of a Notice to Proceed /purchase order before a contractor may be paid. PennDOT maintains facilities known as "stockpiles" throughout the Commonwealth. A stockpile may include an employee staging area, a materials storage area, parking sheds for vehicles, and a storage area for equipment and tools. On January 25, 2005, PennDOT issued to various ITQ qualified vendors project packets that included an invitation to bid regarding Facilities Project FM3221 and FM3222. Project information /specifications provided in the bid package specifically documented the construction of salt buildings (also known as Huskies) for Stockpile 22 located in Searights, Fayette County, Pennsylvania. The projects were to be constructed between July 1, 2005, and December 1, 2005, depending upon the completion of site excavation. Kirkpatrick was identified as the PennDOT contact on each invitation to bid. In April 2005, purchase orders for both project numbers were issued to Clark Contractors, Inc. ( "Clark Contractors "), a general construction company located in Bedford, Pennsylvania. Purchase Order 4500215054 dated April 4, 2005, in association with FM3221 was approved and awarded to Clark Contractors in the amount of $30,555.00. Purchase Order 4500217069 dated April 12, 2005, in association with FM3222 was approved and awarded to Clark Contractors in the amount of $29,200.00. Both of the aforesaid projects were "Design Build" projects. Design build projects are those in which PennDOT provides the contractor with project specifications, and the contractor is responsible for designing the project. The ultimate design is submitted to the DFA for approval upon completion. Pursuant to the ITQ that was in effect in 2005, any change in a project location required that the project be cancelled and re -bid. Additionally, the bid packages issued for FM3221 and FM3222 specifically provided, "There will be no change orders on this project." Due to the fact that the new site for Stockpile 22 was not ready for construction, Respondent approached Ronald Inks ( "Inks "), Assistant County Manager of District 12 -1, sometime after April 5, 2005, and asked Inks if a salt storage building could be utilized at Stockpile 21 located in Dinnerbell, Pennsylvania. Respondent also discussed with Inks additional modifications to Stockpile 21. After verifying that a new salt storage building and other modifications could be utilized at the Dinnerbell Stockpile 21, Respondent then contacted Clark Contractors representative /estimator Clair Corle ( "Corle ") via telephone regarding FM3221 and FM3222. Respondent informed Corle that the new Searights site was not ready. Respondent asked Corle if he had any objection to constructing one salt storage building and completing other renovations at the Dinnerbell Stockpile instead. The scope of FM3221 did not change although the documented location did. Both the documented scope and location of FM3222 changed. Corle did not object to the change in location for FM3221 or the change in scope and location for FM3222. However, as noted above, the bid packages for these "Design Build" projects did not permit change orders. Respondent confirmed the changes in scope to FM3222 via a fax issued to Corle after April 12, 2005. The scope of work was changed to include electrical service /lighting to an existing high arch salt storage building, lighting and installation of a truck plow pad in an existing three bay salt storage building (to be converted to truck parking), and installation of truck heaters. Respondent's fax also required Clark to provide specified brands of an air compressor, pressure washer, and concrete saw. This equipment was not necessary for any aspect of the project. Bolinger, 08 -020 Page 37 Respondent and Corle spoke several times regarding the changes. By Respondent agreeing to accept less expensive brand names of equipment than those he had originally specified, Clark Contractors was able to complete the project at the initial $29,200.00 quote. Respondent authorized the project to proceed. By authorizing the project to continue without re -bid, Respondent was able to keep the tools /equipment hidden in the pricing for the project. The work performed by Clark Contractors included addition of electrical service and lighting to existing structures, installation of a truck plow pad, and installation of truck heaters at the Dinnerbell Stockpile location along with the purchase of equipment ultimately provided to Respondent by Clark Contractors. Clark Contractors representative Dick Clark purchased the tools requested by Respondent at an approximate total cost of $2,658.47. The tools were transported to Clark Contractors' main office in Bedford, Pennsylvania. Corle contacted Respondent by telephone after obtaining the required equipment and completing work at the Dinnerbell Stockpile. Respondent advised Corle that he would pick up the items at Clark's facility. Using Respondent's Commonwealth provided vehicle, Respondent and Kirkpatrick drove to Bedford, Pennsylvania, between October and November 2005 and took possession of the equipment from Clark Contractors. Although Respondent and Kirkpatrick returned to their field office with the equipment, the equipment was not unloaded from Respondent's vehicle. The tools were not provided to any PennDOT personnel for custody or inventory purposes. Respondent did not specifically notify or inform anyone at Engineering District 12 -0 or at Maintenance District 12 -1 of the equipment that had been obtained. No records could be located at Engineering District 12 -0 or at Maintenance District 12 -1 documenting the delivery or receipt of the equipment by anyone at PennDOT. Clark Contractors submitted an invoice dated October 25, 2005, to the PennDOT Comptroller's Office for payment in the amount of $30,555.00 for services performed in association with FM3221. The invoice description referenced "PO #: 4500215054 Project FM3221 36'x45' Storage Building." Clark Contractors submitted an invoice dated November 9, 2005, to the PennDOT Comptroller's Office for payment in the amount of $29,200.00 for services performed in association with FM3222. The invoice was inaccurate and referenced completion of the original scope of work at the original approved location and not actual services performed. Clark Contractors submitted the inaccurate invoice to the PennDOT Comptroller's Office at Respondent's direction. The aforesaid invoices submitted by Clark Contractors did not identify the pressure washer, concrete saw, and air compressor received by Respondent. Clark Contractors received payment for services under FM3221 and FM3222 in the original bid amounts of $30,555.00 and $29,200.00 respectively. Payment received by Clark Contractors included payment for the equipment that Respondent and Kirkpatrick took possession of from Clark Contractors. Inventories for Engineering District 12 -0 and Maintenance Districts 12 -1, 12 -2, 12 -4, and 12 -5 were completed by PennDOT personnel for 2005 -2006, 2006 -2007, and 2007- 2008. None of the inventories mentioned or documented the presence of the concrete saw, air compressor, or pressure washer obtained by Respondent and Kirkpatrick from Clark Contractors. These tools /equipment were not delivered to PennDOT by Respondent Bolinger, 08 -020 Page 38 until after complaints were received by PennDOT regarding Respondent's conduct. The appearance of the tools indicated that they had been used prior to Respondent delivering the items to PennDOT. In addition to the above, on or about March 21, 2007, Respondent generated an Emergency Procurement Approval Request for repairs to the salt storage building at Stockpile No. 9 in Engineering District No. 9, Maintenance District 9 -7. Stockpile No. 9 is commonly referred to as the "Roxbury Stockpile." Respondent estimated the dollar value of the procurement at $15,000.00. On March 22, 2007, Respondent received authorization to proceed with the repairs. The project was assigned FM Number 4938. Respondent compiled a scope of work for the required repairs, which noted the following repair services to be performed: (1) repair of damaged trusses; (2) replacement of structural gable trusses; (3) replacement of roofing system where damaged; (4) replacement of shifted posts restoring concrete footings; (5) installation of T1 -11 and painting of gable area; (6) installation of bracing; and (7) removal of all debris. PennDOT procedures for emergency work/repairs required solicitation of bids from at least three qualified contractors. Respondent supplied the scope of work to three vendors -- specifically, E &A Contracting, Inc. ( "E &A "), Swede Construction Corporation, and Vince Building Company, Inc. - -for bidding consideration. The only bid received by PennDOT for the repair project was from E &A. The initial bid submitted by E &A for repair of the salt storage building at the Roxbury Stockpile was dated March 22, 2007, and was in the amount of $3,710.00. The bid was generated by Jeff Weicht, President of E &A. The bid was received and reviewed by Respondent. After reviewing E &A's bid, Respondent contacted Weicht via facsimile transmission for purposes of altering the bid amount. Respondent's faxed correspondence to Weicht occurred between March 22, 2007, and April 9, 2007. Respondent directed Weicht to increase the bid amount to $9,061.00 in order to include compensation to E &A for services previously performed at Respondent's and /or Kirkpatrick's request that were beyond the scope of services originally contracted. Additionally, Respondent requested that Weicht include in the bid amount certain materials that were not related to any PennDOT project. These materials consisted of two "ReliaBilt" Patio Doors and certain specified quantities and sizes of treated lumber. Following a discussion with Weicht, Respondent completed a Summary of Bids report for FM4938, falsely entering Rice's name as a witness to the bid opening, and forwarded the information to the FMD Central office in Harrisburg for processing. E &A's bid was documented as $9,061.00. Respondent did not inform the FMD Central Office that the bid included amounts completely unrelated to the emergency project. E &A was awarded the contract for FM4938 for emergency repairs to the salt shed at the Roxbury Stockpile. E &A completed the required repairs on or about April 9, 2007. The actual cost for the repairs to the Roxbury site was $3,710.00. On April 9, 2007, E &A provided to Respondent Invoice Number 1044 in the amount of $9,061.00 for payment. The invoice description notes only "EPS Roxbury." Included in the price were building supplies in the amount of $2,043.05 for which no project was authorized. Although the building supplies totaled $2,043.05, Respondent arranged payment to E &A for materials in the amount of $2,500.00. E &A submitted the invoice in the amount of $9,061.00 per Respondent's direction. Bolinger, 08 -020 Page 39 On April 9, 2007, Respondent faxed the FM4938 project file, including the invoice received, to FMD purchasing agents in the Central Office for processing for payment to E & A. Respondent indicated on the cover letter that Rice needed a miscellaneous Purchase Order for the project. A Purchase Order was needed in order to issue payment to E &A. On April 13, 2007, PennDOT issued Purchase Order No. 4300003966 in the amount of $9,061.00 to E &A. The Purchase Order effective date and issue date are both documented as April 13, 2007. The Purchase Order did not authorize payment for any prior services of E &A and /or services outside the scope of the emergency repairs. On July 5, 2007, E &A received payment from the Commonwealth of Pennsylvania for Invoice Number 1044 issued for FM4938. The payment included the materials totaling $2,043.05 that were unrelated to the project. On April 10, 2007, in accordance with Respondent's direction, Weicht ordered /purchased the building materials solicited by Respondent in the total amount of $2,043.05, as detailed at Fact Finding 100. The total cost was for two French Doors, fifty 2x6x12 pieces of treated lumber, fifty 2x4x10 pieces of treated lumber, twenty 4x4x10 #2.40 pieces of treated lumber, and a delivery fee of $65.00. The purchase of the aforesaid building materials occurred after the repairs to the salt storage shed at the Roxbury Stockpile had been completed. The materials were not purchased in association with any FMD project scheduled to occur in the Commonwealth. The materials were delivered to the Engineering District 11- 0/12 -0 office location on April 16, 2007. The delivery instructions on the delivery invoice document were: "PA. DEPT OF TRANSPORTATION- ATTENTION -CRAIG BOLINGER." The building materials were unloaded by PennDOT employees and placed in a storage building identified as the "Dead Storage Building," for which Respondent had keys. At the time the materials were delivered, PennDOT had received complaints regarding Respondent's conduct, which culminated in Respondent's suspension in April 2007. At the request of PennDOT, the Pennsylvania Office of the Inspector General ( "OIG ") conducted investigations of Respondent and Kirkpatrick, as detailed at Fact Findings 112 -115. Respondent was unable to take possession of the aforesaid materials stored in the Dead Storage Building. Per admitted Finding 109, Respondent realized a private pecuniary benefit of approximately $2,043.05 when he solicited E &A to purchase building materials outside the scope of FM4938 via his authority as an RFA, to have the building materials delivered to the Engineering District 11- 0/12 -0 compound, and to have the building materials stored in the Dead Storage Building when the materials were ultimately paid for by PennDOT via payment to E &A for FM4938. During a sworn statement supplied to Commission investigators on April 29, 2009, Respondent stated, inter alia, that: (1) actual Change Orders were not required on FMD projects as long as no additional costs were incurred as a result of any change /extra work necessary; (2) changes which occurred regarding FM3222 were permissible as they were within the same basic scope documented on the Purchase Order; (3) Respondent was requested by Clark Contractors and Inks to utilize funds allocated to FM3222 even though a second Husky could not be constructed; (4) Inks indicated that tools were needed at the 12- 0/12 -1 compound and asked if the tools could be purchased with any remaining FM3222 funds; (5) the concrete saw obtained was used by county employees and Respondent at District 12 -1; (6) the pressure washer was utilized to clean out the Truck Wash bay at the District 12 -1 compound; (7) the air compressor pressure regulator was utilized at the Truck Wash bay for the soaping process of the washing cycle; and (8) building materials supplied by E &A were obtained for construction of a smoking room at the District 11- 0/12 -0 compound. Respondent denied utilizing any of the tools obtained Bolinger, 08 -020 Page 40 from Clark Contractors for personal use. Respondent denied soliciting building materials from E &A for personal use. Per admitted Fact Finding 118, Respondent realized a private pecuniary benefit of approximately $4,701.52 as a result of using the authority of his position as an RFAforthe FMD to solicit items from contractors performing services under his responsibility which were not required /needed for PennDOT projects and of which Respondent took possession and /or maintained control, calculated as the sum of the following: (1) the power tools from Clark Contractors valued at $2,658.47; and (2) the building materials from E &A that cost $2,043.05. Having summarized the above relevant facts, we note that in Respondent's Answer to the Investigative Complaint, Respondent asserted: (1) that Corle of Clark Contractors lied about Respondent for reasons including that Clark Contractors was about to be placed in the Contractor Responsibility Program; (2) that Respondent never removed from PennDOT property the concrete saw, air compressor, and pressure washer in question, and that Respondent never utilized that equipment for personal use; (3) that the French patio doors and treated lumber in question were purchased to construct a smoking gazebo and never left PennDOT property; and (4) that the FMD routinely performed change orders involving locations, scope and the like with no financial change. These assertions do not form the basis of any findings because they were not proven. We must now determine whether the actions of Respondent violated Section 1103(a) of the Ethics Act. As we apply the facts to the allegations, due process requires that we not depart from the allegations. Pennsy v. Department of State, 594 A.2d 845 (Pa. Commw. Ct. 1991). A violation of the Ethics Act must be based upon clear and convincing proof. 65 Pa.C.S. § 1108(g). Clear and convincing proof is "so `clear, direct, weighty, and convincing as to enable the trier of fact to come to a clear conviction, without hesitance, of the truth of the precise facts in issue." In Re: Charles E.D.M., 550 Pa. 595, 601, 708 A.2d 88, 91 (1998) (Citation omitted). We initially determine that as a Transportation Facilities Administrator III for PennDOT from October 2001 through June 1, 2007, Respondent was a public employee subject to the provisions of the Ethics Act. This conclusion is based upon the job duties set forth in the Fact Findings, which indicate clearly that Respondent had the power /authority to take or recommend official action of a non - ministerial nature with respect to activities where the official action had an economic impact that was greater than de minimis on the interests of another person. For example, Respondent had the power /authority to: (1) supervise lower level Transportation Facility Administrators in the planning and coordination of services associated with building design, maintenance, construction, and repair for all facilities within the Southern Region, Districts 8, 9, 11, and 12, of PennDOT; (2) assess need and recommend prioritization of facility maintenance and replacement projects within the region; (3) assist with the facilities division budget and insure that all funding was spent wisely and effectively; and (4) insure that contractor invoices were processed properly and timely for the region's projects. As an RFA, Respondent had the authority to approve projects submitted by DFAs. Additionally, Respondent had the authority to approve all four year plans for projects to be undertaken by the FMD in his region, prior to submission of the plans to the Division Chief. Therefore, Respondent was a "public employee" subject to the Ethics Act, and he was subject to the restrictions of Section 1103(a) of the Ethics Act. Based upon the particular factual averments of the Investigative Complaint that Respondent is deemed to have admitted, the necessary conclusion is that Respondent violated Section 1103(a) of the Ethics Act when he used the authority of his public position for a private pecuniary benefit by directing that contractors for PennDOT provide personal items to him at no cost at a time when he was reviewing or approving contracts for such vendors. Bolinger, 08 -020 Page 41 With regard to FM3221 and FM3222, but for being in his public position, Respondent would not have been in a position to change the location and the nature of part of the work to be performed by Clark Contractors to allow for the inclusion in the contract price of an air compressor, pressure washer, and concrete saw that were not necessary for any aspect of the project and that Respondent did not turn over to PennDOT until after complaints were filed with PennDOT regarding Respondent. Respondent specifically used the authority of his public position: (1) when he approached Inks, Assistant County Manager of District 12 -1, sometime after April 5, 2005, and asked Inks if a salt storage building could be utilized at Stockpile 21; (2) when he discussed with Inks additional modifications to Stockpile 21; (3) when he contacted Corle of Clark Contractors and asked Corle if he had any objection to constructing one salt storage building and completing other renovations at the Dinnerbell Stockpile instead of performing the contracted work at the Searights stockpile; (4) when he issued a fax to Corle after April 12, 2005, confirming the changes in scope to FM3222 and requiring Clark to provide specified brands of an air compressor, pressure washer, and concrete saw; (5) when he agreed to accept less expensive brands of the aforesaid equipment to keep the project at the amount initially quoted; (6) when he authorized the project to proceed without re -bid, enabling the tools /equipment to be hidden in the pricing for the project; (7) when he used his Commonwealth provided vehicle to pick up the tools /equipment from Clark Contractors and maintained possession of the tools /equipment; and (8) when he directed Clark Contractors to submit to PennDOT an inaccurate invoice that referenced completion of the original scope of work at the original approved location and not actual services performed or tools /equipment provided to Respondent. With regard to FM4938, but for being in his public position, Respondent would not have been in a position to effectuate an increase to the contractor's bid to include materials that were not needed for the emergency repairs to the Roxbury Stockpile salt storage building or for any other FMD project. Respondent specifically used the authority of his public position: (1) when on or about March 21, 2007, he generated an Emergency Procurement Approval Request for repairs at the Roxbury Stockpile and estimated the dollar value of the procurement at $15,000.00; (2) when he compiled a scope of work for the required repairs; (3) when he contacted Weicht, President of the successful bidder, E &A, and asked him to increase his bid from $3,710.00 to $9,061.00 to include compensation to E &A for services previously performed at Respondent's and /or Kirkpatrick's request that were beyond the scope of services originally contracted, and to include materials (two patio doors and various quantities and sizes of treated lumber) that were not related to any PennDOT project; (4) when he completed a Summary of Bids report for FM4938 that documented E &A's bid as $9,061.00, falsely entered Rice's name as a witness to the bid opening, and forwarded the information to the FMD Central office for processing; (5) when he directed E &A to submit an invoice in the amount of $9,061.00; and (6) when he faxed the FM4938 project file, including the invoice received, to FMD purchasing agents in the Central Office for processing and indicated that Rice needed a miscellaneous Purchase Order for the project. Per admitted Fact Finding 118, Respondent realized a private pecuniary benefit of approximately $4,701.52 as a result of using the authority of his position as an RFAforthe FMD to solicit items from contractors performing services under his responsibility which were not required /needed for PennDOT projects and of which Respondent took possession and /or maintained control, calculated as the sum of the following: (1) the power tools from Clark Contractors valued at $2,658.47; and (2) the building materials from E &A that cost $2,043.05. With each element of a violation of Section 1103(a) established, we hold that Bolinger, 08 -020 Page 42 Respondent violated Section 1103(a) of the Ethics Act when he used the authority of his public position for a private pecuniary benefit by directing that contractors for PennDOT provide personal items to him at no cost at a time when he was reviewing or approving contracts for such vendors. The Investigative Division is seeking an Order directing Respondent to pay restitution. Position Statement of the Investigative Division, at 4. Section 1107(13) of the Ethics Act empowers this Commission to require the payment of restitution in instances where a public official /public employee has obtained a financial gain in violation of the Ethics Act. Based upon the totality of the facts and circumstances, we determine that restitution is warranted as to the private pecuniary benefit in the amount of $2,658.47 that Respondent realized from the power tools provided by Clark Contractors. Accordingly, Respondent is directed to make payment of restitution in the amount of $2,658.47 payable to the Commonwealth of Pennsylvania and forwarded to this Commission by no later than the thirtieth (30 day after the mailing date of this adjudication and Order. Non - compliance will result in the institution of an order enforcement action. IV. CONCLUSIONS OF LAW: 1. As a Transportation Facilities Administrator III with the Pennsylvania Department of Transportation ( "PennDOT ") from October 2001 through June 1, 2007, Respondent Craig Bolinger ( "Bolinger ") was a public employee subject to the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq. 2. Bolinger violated Section 1103(a) of the Ethics Act, 65 Pa.C.S. § 1103(a), when he used the authority of his public position for a private pecuniary benefit by directing that contractors for PennDOT provide personal items to him at no cost at a time when he was reviewing or approving contracts for such vendors. In Re: Craig Bolinger, Respondent File Docket: 08 -020 Date Decided: 7/8/09 Date Mailed: 7/10/09 ORDER NO. 1520 1 As a Transportation Facilities Administrator III with the Pennsylvania Department of Transportation ( "PennDOT "), Respondent Craig Bolinger ( "Bolinger ") violated Section 1103(a) of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1103(a), when he used the authority of his public position for a private pecuniary benefit by directing that contractors for PennDOT provide personal items to him at no cost at a time when he was reviewing or approving contracts for such vendors. 2. Bolinger is directed to make payment of restitution in the amount of $2,658.47, payable to the Commonwealth of Pennsylvania and forwarded to the Pennsylvania State Ethics Commission by no later than the thirtieth (30 day after the mailing date of this Order. a. Non - compliance will result in the institution of an order enforcement action. BY THE COMMISSION, Louis W. Fryman, Chair