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HomeMy WebLinkAbout14-504 Confidential ADVICE OF COUNSEL February 14, 2014 14-504 This responds to your letter dated December 8, 2013, and your submission received December 23, 2013, by which you requested a confidential advisory from the Pennsylvania State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. § 1101 et seq., would impose restrictions upon an individual employed as an A with Commonwealth Department B with regard to negotiating and accepting an offer of employment with a business currently under contract with the Commonwealth. Facts: You request a confidential advisory from the Pennsylvania State Ethics Commission regarding the post-employment restrictions of the Ethics Act. You have submitted facts, the material portion of which may be fairly summarized as follows. You are currently employed as an A with Commonwealth Department B in Bureau C within Office D. You have submitted copies of a position description for your position as an A with Commonwealth Department B, the job classification specifications for the position of A (job code [number]), and an organizational chart for Commonwealth Department B, which documents are incorporated herein by reference. You are interested in potential employment with a corporation named [name of corporation] (“the Corporation”). The Corporation is in a contractual relationship with the Commonwealth and provides [types of services] to the Commonwealth. You state that the positions available with the Corporation support almost all [type of offices] under Commonwealth Department B. The particular position in which you are interested would support Office E within Commonwealth Department B. You seek guidance as to whether the Ethics Act would impose any prohibitions or restrictions upon you with regard to negotiating and accepting an offer of employment with the Corporation or another business currently under contract with the Commonwealth. You pose the following questions: (1) Whether it would be possible for you to obtain a waiver from the Pennsylvania State Ethics Commission of any restrictions of the Ethics Act which would be applicable to you; (2) How the term “governmental body” would be interpreted and the scope of such term would be defined as it would relate to your proposed negotiation Confidential Advice, 14-504 February 14, 2014 Page 2 and acceptance of an offer of employment with a business currently under contract with the Commonwealth; and (3) How Sections 1103(a) and 1103(c) of the Ethics Act would apply if, while serving in your current position with Commonwealth Department B, you would negotiate for future employment with a business currently under contract with the Commonwealth. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the Ethics Act, 65 Pa.C.S. §§ 1107(10), (11), advisories are issued to the requester based upon the facts that the requester has submitted. In issuing the advisory based upon the facts that the requester has submitted, the Commission does not engage in an independent investigation of the facts, nor does it speculate as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all of the material facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An advisory only affords a defense to the extent the requester has truthfully disclosed all of the material facts. It is further initially noted that, pursuant to the same aforesaid Sections of the Ethics Act, an opinion/advice may be given only as to prospective (future) conduct. To the extent that your inquiry relates to conduct that has already occurred, such past conduct may not be addressed in the context of an advisory opinion. However, to the extent your inquiry relates to future conduct, your inquiry may and shall be addressed. As an A for Commonwealth Department B, you would be considered a “public employee” subject to the Ethics Act and the Regulations of the State Ethics Commission. See, 65 Pa.C.S. § 1102; 51 Pa. Code § 11.1. This conclusion is based upon the position description and the job classification specifications, which when reviewed on an objective basis, indicate clearly that the power exists to take or recommend official action of a non-ministerial nature with respect to one or more of the following: contracting; procurement; administering or monitoring grants or subsidies; planning or zoning; inspecting; licensing; regulating; auditing; or other activity(ies) where the economic impact is greater than de minimis on the interests of another person. 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 following terms related to Section 1103(a) are 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 Confidential Advice, 14-504 February 14, 2014 Page 3 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. "Authority of office or employment." The actual power provided by law, the exercise of which is necessary to the performance of duties and responsibilities unique to a particular public office or position of public employment. 65 Pa.C.S. § 1102. Pursuant to Section 1103(a) of the Ethics Act, a public official/public employee is prohibited 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. The use of authority of office is not limited merely to voting, but extends to any use of authority of office including, but not limited to, discussing, conferring with others, and lobbying for a particular result. Juliante, Order 809. Sections 1103(b) and 1103(c) of the Ethics Act, 65 Pa.C.S. §§ 1103(b), (c), provide in part that no person shall offer or give to a public official/public employee anything of monetary value and no public official/public employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgment of the public official/public employee would be influenced thereby. Upon termination of employment with Commonwealth Department B, you would become a “former public employee” subject to Section 1103(g) of the Ethics Act. While Section 1103(g) does not prohibit a former public official/public employee from accepting a position of employment, it does restrict the former public official/public employee with regard to “representing” a “person” before “the governmental body with which he has been associated”: § 1103. Restricted activities (g) Former official or employee.-- No former public official or public employee shall represent a person, with promised or actual compensation, on any matter before the governmental body with which he has been associated for one year after he leaves that body. 65 Pa.C.S. § 1103(g) (Emphasis added). The terms “represent,” “person,” and “governmental body with which a public official or public employee is or has been associated” are specifically defined in the Ethics Act as follows: § 1102. Definitions "Represent." To act on behalf of any other person in any activity which includes, but is not limited to, the following: personal appearances, negotiations, lobbying and submitting bid or contract proposals which are signed by or Confidential Advice, 14-504 February 14, 2014 Page 4 contain the name of a former public official or public employee. "Person." A business, governmental body, individual, corporation, union, association, firm, partnership, committee, club or other organization or group of persons. "Governmental body with which a public official or public employee is or has been associated." The governmental body within State government or a political subdivision by which the public official or employee is or has been employed or to which the public official or employee is or has been appointed or elected and subdivisions and offices within that governmental body. 65 Pa.C.S. § 1102. The term “person” is very broadly defined. It includes, inter alia, corporations and other businesses. It also includes the former public official/public employee himself, Confidential Opinion, 93-005, as well as a new governmental employer. Ledebur, Opinion 95-007. The term “represent” is also broadly defined to prohibit acting on behalf of any person in any activity. Examples of prohibited representation include: (1) personal appearances before the former governmental body or bodies; (2) attempts to influence; (3) submission of bid or contract proposals which are signed by or contain the name of the former public official/public employee; (4) participating in any matters before the former governmental body as to acting on behalf of a person; and (5) lobbying. Popovich, Opinion 89-005. Listing one’s name as the person who will provide technical assistance on a proposal, document, or bid, if submitted to or reviewed by the former governmental body, constitutes an attempt to influence the former governmental body. Section 1103(g) also generally prohibits the inclusion of the name of a former public official/public employee on invoices submitted by his new employer to the former governmental body, even if the invoices pertain to a contract that existed prior to termination of service with such governmental body. Shay, Opinion 91-012. However, if such a pre-existing contract does not involve the unit where a former public employee worked, the name of the former public employee may appear on routine invoices if required by the regulations of the agency to which the billing is being submitted. Abrams/Webster, Opinion 95-011. A former public official/public employee may assist in the preparation of any documents presented to his former governmental body. However, the former public official/public employee may not be identified on documents submitted to the former governmental body. The former public official/public employee may also counsel any person regarding that person’s appearance before his former governmental body. Once again, however, the activity in this respect should not be revealed to the former governmental body. The Ethics Act would not prohibit or preclude making general informational inquiries to the former governmental body to secure information which is available to the general public, but this must not be done in an effort to indirectly influence the former governmental body or to otherwise make known to that body the representation of, or work for, the new employer. Section 1103(g) only restricts the former public official/public employee with regard to representation before his former governmental body. The former public official/ public employee is not restricted as to representation before other agencies or entities. However, the “governmental body with which a public official/public employee is or has Confidential Advice, 14-504 February 14, 2014 Page 5 been associated” is not limited to the particular subdivision of the agency or other governmental body where the public official/public employee had influence or control but extends to the entire body. See, Legislative Journal of House, 1989 Session, No. 15 at 290, 291; Sirolli, Opinion 90-006; Sharp, Opinion 90-009-R. The governmental body with which you would be deemed to have been associated upon termination of your employment with Commonwealth Department B would be Commonwealth Department B in its entirety, including but not limited to Office D. Therefore, for the first year following termination of your employment with Commonwealth Department B, Section 1103(g) of the Ethics Act would apply and restrict “representation” of a “person” before Commonwealth Department B. Your specific questions shall now be addressed. In response to your first specific question, you are advised that the Ethics Act does not provide for waivers of the applicability of its restrictions, particularly the restrictions of Sections 1103(a), 1103(c), and 1103(g). The Pennsylvania State Ethics Commission does not have the authority to grant that which is not authorized by law. Cf., Whitlock, Opinion 04-015; Ziegler, Opinion 98-001; Long, Opinion 97-010; Richardson, Opinion 93-006. With regard to your second specific question, you are advised as follows. As stated above, the governmental body with which you would be deemed to have been associated upon termination of your employment with Commonwealth Department B would be Commonwealth Department B in its entirety. Section 1103(g) of the Ethics Act would not prohibit you from pursuing or accepting employment with the Corporation or other business(es) currently under contract with the Commonwealth. However, during the first year following termination of your employment as an A for Commonwealth Department B, Section 1103(g) of the Ethics Act would prohibit you from performing any job duty(ies) that would involve prohibited representation before Commonwealth Department B as set forth above. The submitted facts do not detail the duties of your proposed position with the Corporation. You are advised that when Section 1103(g) of the Ethics Act would be applicable, it would appear to be difficult if not impossible, as a practical matter, for you to perform the duties of the proposed position with the Corporation without running afoul of Section 1103(g). As to your third specific question, you are advised as follows. Pursuant to Section 1103(a) of the Ethics Act, you would be prohibited from using the authority of your public position, or confidential information received by being in such position, for the private pecuniary benefit of yourself, such as, for example, to advance an opportunity of employment with a business currently under contract with the Commonwealth. Pursuant to Section 1103(c) of the Ethics Act, you would be prohibited from soliciting or accepting anything of monetary value, including a promise of future employment, based on an understanding that your vote, official action or judgment would be influenced thereby. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation, or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the F. Conclusion: Based upon the submitted facts that: (1) you are currently employed as an A with Commonwealth Department B in Bureau C within Office D; (2) you are interested in potential employment with a corporation named [name of corporation] (“the Corporation”); (3) the Corporation is in a contractual relationship with Confidential Advice, 14-504 February 14, 2014 Page 6 the Commonwealth and provides [types of services] to the Commonwealth; (4) the positions available with the Corporation support almost all [type of offices] under Commonwealth Department B; and (5) the particular position in which you are interested would support Office E within Commonwealth Department B, you are advised as follows. As an A for Commonwealth Department B, you would be considered a “public employee” subject to the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. § 1101 et seq., and the Regulations of the State Ethics Commission, 51 Pa. Code § 11.1 et seq. Upon termination of employment with Commonwealth Department B, you would become a “former public employee” subject to Section 1103(g) of the Ethics Act. The former governmental body would be Commonwealth Department B in its entirety, including but not limited to Office D. For the first year following termination of your employment with Commonwealth Department B, Section 1103(g) of the Ethics Act would apply and restrict “representation” of a “person” before Commonwealth Department B. The restrictions as to representation outlined above must be followed. Section 1103(g) of the Ethics Act would not prohibit you from pursuing or accepting employment with the Corporation or other business(es) currently under contract with the Commonwealth. However, during the first year following termination of your employment as an A for Commonwealth Department B, Section 1103(g) of the Ethics Act would prohibit you from performing any job duty(ies) that would involve prohibited representation before Commonwealth Department B as set forth above. When Section 1103(g) of the Ethics Act would be applicable, it would appear to be difficult if not impossible, as a practical matter, for you to perform the duties of the proposed position with the Corporation without running afoul of Section 1103(g). Pursuant to Section 1103(a) of the Ethics Act, you would be prohibited from using the authority of your public position, or confidential information received by being in such position, for the private pecuniary benefit of yourself, such as, for example, to advance an opportunity of employment with a business currently under contract with the Commonwealth. Pursuant to Section 1103(c) of the Ethics Act, you would be prohibited from soliciting or accepting anything of monetary value, including a promise of future employment, based on an understanding that your vote, official action or judgment would be influenced thereby. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Pursuant to Section 1107(11) of the Ethics Act, an Advice is a complete defense in any enforcement proceeding initiated by the Commission, and evidence of good faith conduct in any other civil or criminal proceeding, provided the requester has disclosed truthfully all the material facts and committed the acts complained of in reliance on the Advice given. This letter is a public record and will be made available as such. Finally, if you disagree with this Advice or if you have any reason to challenge same, you may appeal the Advice to the full Commission. A personal appearance before the Commission will be scheduled and a formal Opinion will be issued by the Commission. Any such appeal must be in writing and must be actually received at the Commission within thirty (30) days of the date of this Advice pursuant to 51 Pa. Code § 13.2(h). The appeal may be received at the Commission by hand delivery, United States mail, Confidential Advice, 14-504 February 14, 2014 Page 7 delivery service, or by FAX transmission (717-787-0806). Failure to file such an appeal at the Commission within thirty (30) days may result in the dismissal of the appeal. Sincerely, Robin M. Hittie Chief Counsel