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HomeMy WebLinkAbout89-582 ZawackiSTATE ETHICS COMMISSION 308 FINANCE BUILDING P.O. BOX 11470 HARRISBURG, PA 17108 -1470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL November 17, 1989 Mr. James Zawacki 1638 N. Third Street Harrisburg, PA 17102 Re: Former Public Employee; Section 3(g); General Assembly; House of Representatives; Senior Research Analyst 89 -582 Dear Mr. Zawacki: This responds to your letter of October 5, 1989, in which you requested advice from the State Ethics Commission. Issue: You ask whether the Ethics Law presents any restrictions upon your employment following your termination of service with the Pennsylvania House of Representatives. Facts: You recently have accepted a position with the Pennsylvania Chapter of the National Federation of Independent Business. In your position you will have regular contact with members of both the Executive and Legislative Branches of the Commonwealth. Prior to your current employment, you were a Senior Research Analyst for the House Local Government Committee with primary responsibility to the committee Chairman, Representative Ron Gamble of Allegheny County. You duties and responsibilities consisted of working on projects as assigned directly by the Chairman and submitting the results of your research to him. You also worked extensively with the committee's Executive Director, William Martin Sloane, who also assigned projects to you and acted as your immediate supervisor. During your employment by the House Democratic Caucus, you served as the designated proxy for Representative Jeffrey Coy who is a member of the Pennsylvania Intergovernmental Council. During your employment by the House, you were not supervised by any other members or employees of the General Assembly nor did you work in any direct advisory role with any members of the General Assembly or of the Executive Branch. You conclude by requesting an advisory opinion of the Commission as to which persons you may lobby on matters of interest to your current employer. Mr. James Zawacki Page 2 Discussion: As a Senior Research Analyst for the House of Representatives, you are to be considered a "public employee" within the definition of that term as set forth in the Public Official and Employee Ethics Law and the Regulations of this Commission. 65 P.S. 5402; 51 Pa. Code 51.1. This conclusion is based upon the job description, which when reviewed on an objective basis, indicates clearly that the power exists to take or recommend official action of a non - ministerial nature with respect to contracting, procurement, planning, inspecting, administering or monitoring grants, leasing, regulating, auditing or other activities where the economic impact is greater than de minimus on the interests of another person. Consequently, upon termination of employment, you would become a "former public employee" subject to Section 3(g) of the Public Official and Employee Ethics Law. Section 3(g) of the Ethics Act provides that: Section 3. Restricted activities. (g) 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 P.S. 5402. Initially, to answer your request the governmental body with which you were associated while working with the House of Representatives must be identified. Then, the scope of the prohibitions associated with the concept and term of "representation" must be reviewed. The term "governmental body with which . a public official or public employee is or has been associated" is defined under the Ethics Law as follows: Section 2. Definitions. "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 P.S. 5402 Mr. James Zawacki Page 3 Thus, the governmental body with which you have been associated upon the termination of employment would be House of Representatives, hereinafter the House. Therefore, within the first year after termination of service with House, Section 3(g) of the Ethics Law would apply and restrict representation of persons or new employers vis -a -vis the House. The Ethics Law does not affect one's ability to appear before agencies or entities other than with respect to the former governmental body. Likewise, there is no general limitation on the type of employment in which a person may engage, following departure from their governmental body. 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 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. In respect to the one year representation the Ethics Law defines "Represent" as follows: Section 2. 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 contain the name of a former public official or public employee. 65 P.S. 5402. In addition, the term "Person" is defined as follows under the Ethics Law: Section 2. Definitions. "Person." A business, governmental body, individual, corporation, union, association, firm, partnership, committee, club or other organization or group of persons. 65 P.S. 5402. The Commission, in Popovich, Opinion 89 -005, has also interpreted the term "representation" as used in Section 3(g) of the Ethics Law to prohibit: Mr. James Zawacki Page 4 1. Personal appearances before the former governmental body or bodies, (that is the House), including, but not limited to, negotiations or renegotiations in general . or as to contracts with the House; 2. Attempts to influence the House; 3. Submission of bid or contract proposals which are signed or contain the name of the former public official /employee. 4. Participating in any matters before the House over which there was supervision, direct involvement, or responsibility while employed by that governmental body; 5. Lobbying, that is representing the interests of any person or employer before the House in relation to legislation, regulations, etc. The Commission has also held that listing one's name as the person who will provide technical assistance on such proposal, document, or bid, if submitted to or reviewed by the House constitutes an attempt to influence the former governmental body. Therefore, within the first year after termination of service, you should not engage in the type of activity outlined above. The Commission, however, has stated that the inclusion of one's name as an employee or consultant on a "pricing proposal," even if submitted to or reviewed by the House, is not prohibited as representation. You may, assist in the preparation of any documents presented to the House so long as you are not identified as the preparer. You may also counsel any person regarding that person's appearance before the House. Once again, however, the activity in this respect should not be revealed to the House. Of course, any ban under the Ethics Law would not prohibit or preclude the making of general informational inquiries of the House to secure information which is available to the general public. This, of course, must not be done in an effort to indirectly influence these entities or to otherwise make known to the governmental body the representation of, or work for the new employer. Finally, the Commission has concluded that the administering of an existing contract as opposed to negotiating or renegotiating a contract would not be prohibited by the Ethics Law. In addition, Sections 3(b) and 3(c) of the Ethics Law provide in part that no person shall offer to a public Mr. James Zawacki . Page 5 official /employee anything of monetary value or no public official /employee shall solicit or accept any thing of monetary value based upon the understanding that the vote, official action, or judgement of the public official /employee would be influenced thereby. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Law; 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 Senior Research Analyst, you are to be considered a "public employee" as defined in the Ethics Law. Upon termination of service with the House, you would become a "former public employee" subject to the restrictions imposed by Section 3(g) of the Ethics Law. As such, your conduct should conform to the requirements of the Ethics Law as outlined above. The propriety of the proposed conduct has only been addressed under the Ethics Law. Further, should service be terminated, as outlined above, the Ethics Law also requires that a Statement of Financial Interests be filed for the year following 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. This letter is a public record and will be made available as 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 in writing and must be received at the Commission within 15 days of the date of this Advice pursuant to 51 Pa. Code 52.12. cerely, Vincent Dopko, Chief Counsel