HomeMy WebLinkAbout89-513 BortnickMr. Ira M. Bortnick
534 E. Church Road
Apt. 204
Elkins Park, PA 19117
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
March 2, 1989
89 -513
Re: Former Public Employee; Section 3(e), Sanitary Engineer II, DER
Dear Mr. Bortnick:
This responds to your letter of December 28, 1988, in which you
requested advice from the State Ethics Commission.
Issue: You ask whether the Ethics Act presents any restrictions upon
your potential employment following your termination of service with
the Department of Environmental Resources.
Facts: You have submitted a letter requesting advice as to what
restrictions the Ethics Act would impose upon you following your
resignation of your position, effective January 1, 1989, with the
Department of Environmental Resources, hereinafter DER. From your job
description and classification /specification, which are incorporated
herein by reference, your duties and responsibilities may be
summarized as follows: Responsibility for waste management issues in
the Waste Management Regional Office in Norristown, hereinafter
Office; review of RCRA permit applications involving industrial waste
treatment, disposal and storage facilities; involvement with citizens'
protests on applications after a permit is drafted; review of waste
management permits for incinerators, trash transfer stations and
landfills; review of hazardous waste closure plants; conducting field
visits to verify construction conformity with approved plans; provide
consultation to field operations staff in cases; participation in
meetings with applicants involving technical review of their
applications and testifying as an expert witness in jurisdictions
involving department decisions on applications concerning
technological reviews and performing such other duties as are
required.
Mr. Ira M. Bortnick
March 2, 1989
Page 2
As a Sanitary Engineer III for DER, you are to be considered a
"public employee" within the definition of that term as set forth in
the Ethics Act and the regulations of this Commission. 65 P.S. 5402;
51 Pa. Code S1.1. This conclusion is based upon your job description,
which when reviewed on an objective basis, indicates clearly that you
have the power to take or recommend official action of a non -
ministerial nature with respect to contracting, procurement, planning,
inspecting or other activities where the economic impact is greater
than de minimus on the interests of another person.
Consequently, upon termination of this employment, you would
become a "former public employee" subject to Section 3(e) of the
Ethics Act. Section 3(e) of the Ethics Act provides that:
Section 3. Restricted activities.
(e) No former official or public employee shall
represent a person, with or without compensation,
on any matter before the governmental body with
which he has been associated for one year after he
leaves that body. 65 P.S. 5403.
Initially, to answer your request the "governmental body" with
which you were associated while working DER must be identified. Then,
the scope of the prohibitions associated with the concept and term of
"representation" must be reviewed. In this context, the Ethics
Commission has previously ruled that the "governmental body" with
which an individual may be deemed to have been associated during his
tenure of public office or employment extends to those entities where
he had influence, responsibility, supervision, or control. See Ewina,
Opinion 79 -010. See also Kury v. Commonwealth of Pennsylvania, State
Ethics Commission, 435 A.2d 940 (1981).
From the description and analysis of your duties and
responsibilities and based upon the facts outlined above, your
jurisdiction, responsibility, influence and control appears to have
been the Office. Thus, the "governmental body" with which you have
been "associated" upon the termination of your employment would be the
Office. Therefore, within the first year after you would leave DER,
Section 3(e) of the Ethics Act would apply and restrict your
"representation" of persons or new employers vis -a -vis the Office.
The Ethics Act would not affect your ability to appear before
agencies or entities other than with respect to the Office. Likewise,
there is no general limitation on the type of employment in which you
may engage, following your departure from DER. It is noted, however,
that the conflicts of interest law is primarily concerned with
financial conflicts and violations of the public trust. The intent of
the law generally is that during the term of a person's public
Mr. Ira M. Bortnick
March 2, 1989
Page 3
employment he must act consistently with the public trust and upon
departure from the public sector, that individual should not be
allowed to utilize his association with the public sector, officials
or employees to secure for himself or a new employer, treatment or
benefits that may be obtainable only because of his association with
his former public employer. See Anderson, Opinion 83 -014; Zwikl,
Opinion 85 -004.
In respect to the one year representation 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
employee.
51 Pa. Code S1.1.
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), including,
but not limited to, negotiations or renegotiations on contracts with
the Office;
2. Attempts to influence the Office;
3. Participating in any matters before the Office over which you
had supervision, direct involvement, or responsibility while employed
by DER;
4. Lobbying, that is representing the interests of any person or
employer before the Office in relation to legislation, regulations,
etc. See Russell, Opinion 80 -048 and Seltzer, Opinion 80 -044.
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, constitutes an attempt to
influence your former governmental body. See Kilareski, Opinion 80-
054. Therefore, within the first year after you leave DER, you should
Mr. Ira M. Bortnick
March 2, 1989
Page 4
not engage in the type of activity outlined above. (The Commission,
however, has stated that the inclusion of your name as an employee or
consultant on a "pricing proposal," even if submitted to or reviewed
by the Office, is not prohibited as "representation." See Kotalik,
Opinion 84 -007).
You may, assist in the preparation of any documents presented to
DER so long as you are not identified as the preparer. You may also
counsel any person regarding that person's appearance before DER.
Once again, however, your activity in this respect should not be
revealed to the DER. Of course, any ban under the Ethics Act would
not prohibit or preclude you from making general informational
inquiries of DER to secure information which is available to the
general public. See Cutt, Opinion 79 -023. This, of course, must not
be done in an effort to indirectly influence these entities or to
otherwise make known to the DER 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, Opinion 80 -056 and Beaser, Advice 81 -538.
Additionally, it is noted that Section 403(b) of the State
Ethics Act would prohibit any public employee or public official from
accepting a position of employment if said position has been offered
based upon the understanding that the official conduct of the employee
or official, while working for his former governmental body, was
influenced by such offer. See 65 P.S. S403(b).
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.
Conclusion: As a Sanitary Engineer II, you are to be considered a
"public employee" as defined in the Ethics Act. Upon termination of
your service with DER, you would become a "former public employee"
subject to the restrictions imposed by Section 3(e) of the Ethics Act.
As such, your conduct should conform to the requirements of the Ethics
Act as outlined above. Your governmental body for the purpose of the
one year representation restriction is the Office. Lastly, the
propriety of the proposed conduct has only been addressed under the
Ethics Act.
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.
such.
Mr. Ira M. Bortnick
March 2, 1989
Page 5
This letter is a public record and will be made available as
Finally, you uisagre w_1::11 this Ac1:_ _ - i f - vcu' have - -
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 52.12.
Sincere?,
Vincent J. Dopko,
General Counsel