HomeMy WebLinkAbout90-519 WalterMr. Jack N. Walter 90 -519
Shenango Valley Water Company
Box 572
Sharon, PA 16146
Re: Former Public Employee; Section 3(g); DER; Sanitary Engineer
III.
Dear Mr. Walter:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
March 5, 1990
This responds to your letter of January 26, 1990, 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 DER.
Facts: You formerly worked at the Department of Environmental
Resources (DER) in the Bureau of Community and Environmental
Control in the Meadville Regional office as a Sanitary Engineer
III. Upon termination of your service you obtained employment
with an investor owned utility, Shenango Valley Water Company,
which is regulated by the PUC and DER. You have submitted an
organizational chart and request advice as to what restrictions
would be imposed upon your new employment under the Ethics Law.
A job description has been obtained for your position as a
Sanitary Engineer III with DER which reflects that you review and
analyze technical engineering information associated with the
Community Environmental Control Bureau's activities delegated to
the Public Water Supply and Bathing Place Programs. Your
specific duties consist of: site surveys applicable to any new
or modification of existing public water supply or bathing
places; review and action upon permit applications or transfers
and engineering plans; providing technical assistance and
engineering consulting service; conducting pre- operational
inspections; providing engineering expertise to resolve technical
problems; providing technical consultation relative to the BCEC
programs; providing training to field sanitarians; acting as an
expert witness upon request; assisting communities and /or water
Mr. Jack N. Walter
Page 2
industry representatives in securing loans or grants for water
system improvements through various state and federal aid
programs; attending meetings with municipal officials and
community water supply operators relative to environmental
issues; working with the central office to assist in primacy
development activities; acting as a technical resource person;
speaking at professional and civic organizations and performing
such as other duties as assigned.
Discussion: 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 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 DER 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
Mr. Jack N. Walter
Page 3
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. S402
Thus, the governmental body with which you have been
associated upon the termination of employment would be DER.
Therefore, within the first year after termination of service
with DER, Section 3(g) of the Ethics. Law would apply and restrict
representation of persons or new employers vis -a -vis DER.
It is noted that Act 9 of 1989 significantly broadened the
definition of the term "governmental body with which a public
official or public employee is or has been associated ". It was
the specific intent of the General Assembly to define the above
term so that it was not merely limited to the area where a public
official /employee had influence or control but extended to the
entire governmental body with which the public official /employee
was associated. The foregoing intent is reflected in the
Legislative debate relative to the amendatory language for the
above term:
We sought to make particularly clear
that when we are prohibiting for 1 year that
revolving -door kind of conduct, we are
dealing not only with a particular
subdivision of an agency or a local
government but the entire unit, and my
language simply makes it clear in the
definition of "governmental body" that we are
including subdivisions and offices within
that entity. Legislative Journal of House
1989 Session, No. 15 at 290, 291.
Therefore, since the Ethics Law must be construed to
ascertain and effectuate the intent of the General Assembly under
1 Pa. C.S.A. 1901, it is clear that the governmental body with
which you have been associated is DER.
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
Nrr. Jack N. Walter
Page 4
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:
1. Personal appearances before the former governmental body
or bodies, (that is DER), including, but not limited to,
negotiations or renegotiations in general or as to contracts with
the DER;
2. Attempts to influence DER;
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 DER over which
there was supervision, direct involvement, or responsibility
while employed by that governmental body;
Mr. Jack N. Walter
Page 5
5. Lobbying, that is representing the interests of any
person or employer before DER 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 DER 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 DER, is not prohibited as
representation.
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, the
activity in this respect should not be revealed to the DER. Of
course, any ban under the Ethics Law would not prohibit or
preclude the making of general informational inquiries of DER 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
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 Sanitary Engineer III, you are to be considered
a "public employee" as defined in the Ethics Law. Upon
termination of service with DER, you would become a "former
Mr. Jack N. Walter
Page 6
public employee" subject to the restrictions imposed by Section
3(g) of the Ethics Law. The "governmental body with which a
public official or public employee is or has been associated"
is DER. 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.
Vincent J`: Dopko,
Chief Counsel