HomeMy WebLinkAbout89-592 ShanahanMr. Raymond J. Shanahan
325 Mary Street
Downingtown, PA 19335
Dear Mr. Shanahan:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
December 8, 1989
89 - 592
Re: Former Public Employee; Section 3(g); Mental Retardation
Unit Manager; DPW
This responds to your letter of October 27, 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 Department of Public Welfare.
Facts: You contemplate retiring from the Commonwealth within the
next six months from your current position with the Office of
Mental Retardation in the Department of Public Welfare,
hereinafter DPW. You are currently the unit manager at the
Embreeville Center but expect to work with a non - profit
community organization, Orion Communities, Inc., which provides
job opportunities, life sharing opportunities, and affordable
housing for individuals who carry a developmental disability
label. Because some of your salary would come from grants
provided by the Developmental Disabilities Planning Council, a
question has been raised as to whether it would be appropriate to
accept grant monies from the DD Planning Council after retiring
from public service. You conclude by requesting an opinion as to
your employment opportunity.
Discussion: As a Mental Retardation Unit Manager for Office of
Mental Retardation of DPW, 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
Mr. Raymond J. Shanahan
Page 2
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. S402.
Initially, to answer your request the governmental body
with which you were associated while working with DPW 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
Thus, the governmental body with which have been associated
upon the termination of employment would be DPW. Therefore,
within the first year after termination of service with DPW,
Mr. Raymond. J. Shanahan
Page 3
Section 3(g) of the Ethics Law would apply and restrict
representation of persons or new employers vis -a -vis DPW.
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. §402.
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. §402.
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. Raymond J. Shanahan
Page 4
I. Personal appearances before the former governmental body
or bodies, (that is DPW), including, but not limited to,
negotiations or renegotiations in general or as to contracts with
the DPW;
2. Attempts to influence DPW;
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 DPW 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 DPW 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 DPW 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 DPW, is not prohibited as
representation.
You may, assist in the preparation of any documents
presented to DPW so long as you are not identified as the
preparer. You may also counsel any person regarding that
person's appearance before DPW. Once again, however, the
activity in this respect should not be revealed to the DPW. Of
course, any ban under the Ethics Law would not prohibit or
preclude the making of general informational inquiries of DPW 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.
Therefore, based upon the above analysis, it is clear that
Section 3(g) would not prohibit your employment with Orion
Communities, Inc. on the basis that part of your salary would
Mr. Raymond J. Shanahan
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come from grants provided by the Developmental Disabilities
Planning Council; however, Section 3(g) of the Ethics Law would
restrict your representation of Orion Communities, Inc. before
your former governmental body, DPW. Of course, it is also
assumed for purposes of this advice that under Section 3(a) of
the Ethics Law you have not used the authority of public office
or any confidential information to obtain any private pecuniary
benefit for yourself or a business with which you are associated.
In addition, Sections 3(b) and 3(c) of the Ethics Law
provide in part that no person shall offer to a public
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 Unit Manager for the Office of Mental
Retardation in DPW, you are to be considered a "public employee"
as defined in the Ethics Law. Upon termination of service with
DPW, 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.
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 request that the full
Commission review this Advice. A personal appearance before the
Mr. Raymond J. Shanahan
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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.
Sincerely,
4o.
Vincent J. Dopko,
Chief Counsel