HomeMy WebLinkAbout85-589 WelshMr. Richard J. Welsh
Greenlee Associates
P.O. Box 291
Harrisburg, PA 17108
Mailing Address
State Ethics Commission
308 Finance Building
P. 0. Box 11470
Harrisburg, Pa. 17108 -1470
October 16, 1985
ADVICE OF COUNSEL
85 -589
Re: Attorney, Office of State Senator, Representation, Sec. 3(e),
Dear Mr. Welsh:
This responds to your letter of September 24, 1985, in which you
requested advice from the State Ethics Commission.
Issue: You have requested advice regarding the permissible scope of your
practice of law upon termination of your employment with the Office of a
Pennsylvania State Senator.
Facts: You indicate that you are the former legal counsel to Pennsylvania
State Senator Vincent Fumo. You served in this capacity from December, 1984
until September 3, 1985. Prior to this employment, you served in a similar
capacity for State Senator Craig Lewis until November 30, 1984.
You indicate that you are currently practicing law as a sole practitioner
and that you have also become associated with Greenlee Associates in the
practice of governmental relations. You do not indicate what functions you
will perform in this respect.
As legislative counsel, you were responsible, generally for reviewing
proposed legislation, performing legal research and discussing legislative
issues on the senator's behalf with various individuals and associations.
You ask what, if any, restrictions are imposed upon your future
activities by the State Ethics Act.
You are aware of Pennsylvania Public Utility Bar Association v.
Thornburgh, 434 A.2d 1327, 62 Pa. Cmwlth. 88 (1981), affirmed per curiam 450
A.2d 613, 498 Pa. 589 (1982) which deals with the applicability of Section
State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania
Mr. Richard J. Welsh
October 16, 1985
Page 2
3(e) of the Ethics Act to attorneys in the regulation of their practice of
law. However, you seek clarification of the question of the applicability of
the Ethics Act to your situation and any restrictions that might be placed
upon your conduct with respect to your practice of law and new work or
employment.
Discussion: In light of the decision in Pennsylvania Public Utility
Commission Bar Association, supra, where the Court held that Section 3(e) of
the Ethics Act, 65 P.S. 403(e), was an impermissible intrusion upon the
Supreme Court's authority to regulate an attorney's conduct, the State Ethics
Commission has applied this decision to mean that there are no prohibitions
under Section 3(e) of the Ethics Act upon your conduct insofar as that conduct
constitutes the practice of law.
Therefore, insofar as your conduct before the Office of State Senator
Fumo, hereinafter the Office, the agency or entity with which you were
associated, would constitute the practice of law, Section 3(e) of the Ethics
Act cannot be applied to restrict that proposed activity. Particular
reference should be made to the decision of the Commonwealth Court at Footnote
7, 434 A.2d at page 1331 - 1332. In this note, the Court indicates that any
activity in which the attorney proports to render professional services to a
client may only be regulated by the Supreme Court. The State Ethics
Commission, therefore, must conclude that to the extent that you would
represent a client, as a lawyer, before the Office or otherwise, Section 3(e)
of the Ethics Act would not operate to bar such activity.
If, however, the activities that you intend to undertake before the
Office -- the governmental body with which you have been associated while
employed by the State Senate -- do not fall within the category of the
"practice of law" the prohibitions of Section 3(e) of the Ethics Act might be
applicable. Activities which might be considered, by the Commission, not to
constitute the "practice of law" or to be undertaken in the capacity as
lawyer - client, would include activities such as lobbying and negotiating on
contracts.
In any event, you should be advised that your activity, even if Section
3(e) of the Ethics Act were to be applicable, would not regulate your conduct,
except with respect to the Office -- the "governmental body" with which you
are "associated" while employed by the State Senate. Additionally, the term
governmental body could also include any committee of which the senator was in
a leadership position and where you had influence or responsibility as a
result thereof. While you had not indicated such a situation existed, you are
welcome to seek the further advice of the Commission in the future, should a
question of this nature arise. We also note that in November, 1985 any
Mr. Richard J. Welsh
October 16, 1985
Page 3
similar restrictions that may have been applicable in relation to the Office
of State Senator Lewis will be terminated, this is so because the one year
waiting period will have elapsed. Therefore, any representation which you
might undertake with respect to a client or employer before any entity other
than the Office of Senator Fumo would not be restricted by Section 3(e) of the
Ethics Act.
In relation to what specific restrictions would be imposed by the Ethics
Act upon activity that does not constitute the practice of law, the Ethics Act
generally prohibits a former public employee from representing any person
before his former governmental body. As a legal counsel to a State Senator,
you were a public employee within the purview of the Ethics Act. 65 P.S.
§402.
In respect to the one year representation restriction the Ethics
Commission has promulgated regulations to define "representation" as follows:
Section 1.1. Definitions.
Representation - -- Any act on behalf of any person
including but not limited to the following activities:
personal appearances, negotiating contracts, lobbying, and
submitting bid or contract proposals which are signed by
or contain the name of the former public official or
public employe. 51 Pa. Code 1.1.
The Commission, in its opinions, has also interpreted the term
"representation" as used in Section 3(e) of the Ethics Act to prohibit:
1. Personal appearances before the governmental body or bodies with
which you have been associated, that is the Office and any committee as
previously noted, including, but not limited to, negotiations or
renegotiations on contracts with the Office and the Committee(s);
2. Attempts to influence the Office and the Committee(s);
3. Participating in any matters before the Office and the Committee(s)
over which you had supervision, direct involvement, or responsibility while
employed by the State Senate;
4. Lobbying, that is representing the interests of any person or
employer before the Office and the Committee(s) in relation to legislation,
regulations, etc. See Russell, 80 -048 and Seltzer, 80 -044.
Mr. Richard J. Welsh
October 16, 1985
Page 4
The Commission, has also held that preparing and signing a proposal,
document or bid, or listing your name as the person who will provide technical
assistance on such proposal, document, or bid, if submitted to or reviewed by
the Office or Committee(s), constitutes an attempt to influence your former
governmental body. See Kilareski, 80 -054. Therefore, within the first year
after you leave the State Senate, you should not engage in the type of
activity outlined above.
You may, assist in the preparation of any documents presented to the
Office or the Committee(s) so long as you are not identified as the preparer.
You may also counsel any person regarding that person's appearance before the
Office or the Committee(s). Once again, however, your activity in this
respect should not be revealed to the Office or the Committee(s). Of course,
any ban under the Ethics Act would not prohibit or preclude you from making
general informational inquiries of the Office or the Committee(s) to secure
information which is available to the general public. See Cutt, 79 -023.
This, of course, must not be done in an effort to indirectly influence these
entities or to otherwise make known to the Office or the Committee your
representation of, or work for your new employer.
Finally, the Commission has concluded that if you are administering an
existing contract as opposed to negotiating or renegotiating a contract, your
activities would not be prohibited by the Ethics Act. See Dalton, 80 -056 and
Beaser, 81 -538.
Conclusion: As a legal counsel to a Pennsylvania State Senator, you were a
public employee within the State Ethics Act. Upon your termination of
employment you became a former public employee. Insofar as your future
activities constitute the practice of law, the Ethics Act will not prohibit
your representation of any person. If, however, your activity does not
constitute the practice of law, the Ethics Act restrictions, as outlined
herein, would be applicable to your activity before your former governmental
body for a period of one year.
Further, should you terminate your employment or service, as outlined
above, you are reminded that the Ethics Act also requires you to file a
Statement of Financial Interests for the year following your termination of
service.
Pursuant to Section 7(9)(ii), this 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, providing the requestor 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.
Mr. Richard J. Welsh
October 16, 1985
Page 5
Finally, if you disagree with this Advice or if you have any reason to
challenge same, you may request that the full Commission review this Advice. A
personal appearance before the Commission will be scheduled and a formal
Opinion from the Commission will be issued. Any such appeal must be made, in
writing, to the Commission within 15 days of service of this Advice pursuant
to 51 Pa. Code 2.12.
JJC /sfb
Sincerely,
ohn J. .ntino
Gener- Counsel