HomeMy WebLinkAbout84-500 TaylorMr. Francis R. Taylor
3000 Swallow Hill Road
Pittsburgh, PA 15220
Marling Address
STATE ETHICS COMMISSION
P.O. BOX 1179
HARRISBURG, PA 17108
TELEPHONE: (717) 783 -1610
January 9, 1984
ADVICE OF COUNSEL
RE: Former Employee, Section 3(e) Restricted Activities
84 -500
State Ethics Commission • 308 !inanco Building • Harrisburg, Pennsylvania
4.
Dear Mr. Taylor:
This responds to your letter of December 7, 1983, in which you requested
advice from the State Ethics Commission.
Facts: You indicate that on September 21, 1983, you retired from the
Pennsylvania Department of Transportation (PennDot) after having served with
the District Right-of-Way Office Administration in District 11 -0 in Pittsburgh
for some years. You indicate that you would like to become employed by 0. R.
Collins Associates, Incorporated, hereinafter Collins. Collins is a real
estate agency and you wish to act as a real estate broker for Collins.
You indicate that PennDot currently expects to award contracts to
entities such as Collins, whereby these agencies would operate as brokers for
Pennflot to buy real estate which might be subject to condemnation proceedings
and to become involved in relocation of individuals whose property may have
been subject to eminent domain or condemnation 'proceedings. As a broker for
Collins, if Collins were to contract with Pennflot for this service, you would
be involved as real estate agent for Collins in purchasing of property and
assisting in the relocation of the occupants who may have been displaced by
highway construction or relocations.
You indicate in our conversation of December 23, 1983, that Collins has
already submitted a proposal (without your name included thereon) to Pennflot
to perform this service as described above. The contract should begin to be
executed in mid - January. Further, you indicate that you are not involved as a
member of management of Collins.
You did file a Financial Interest Statement while you were employed by
Pennflot.
Mr. Francis R. Taylor
3000 Swallow Hill Road
Pittsburgh, PA 15220
Dear Mr. Taylor:
Madm Address
STATE ETHICS COMMISSION
P.O. BOX 1 179
HARRISBURG, PA 17108
TELEPHONE: (717) 783 -1610
January 9, 1984
ADVICE OF COUNSEL
RE: Former Employee, Section 3(e) Restricted Activities
84 -500
This responds to your letter of December 7, 1983, in which you requested
advice from the State Ethics Commission.
Facts: You indicate that on September 21, 1983, you retired from the
Pennsylvania Department of Transportation (PennDot) after having served with
the District Right -of -Way Office Administration in District 11 -0 in Pittsburgh
for some years. You indicate that you would like to become employed by 0. R.
Collins Associates, Incorporated, hereinafter Collins. Collins is a real
estate agency and you wish to act as a real estate broker for Collins.
You indicate that PennDot currently expects to award contracts to
entities such as Collins, whereby these agencies would operate as brokers for
Pennflot to buy real estate which might be subject to condemnation proceedings
and to become involved in relocation of individuals whose property may have
been subject to eminent domain or condemnation proceedings. As a broker for
Collins, if Collins were to contract with PennDot for this service, you would
be involved as real estate agent for Collins in purchasing of property and
assisting in the relocation of the occupants who may have been displaced by
highway construction or relocations.
You indicate in our conversation of December 23, 1983, that Collins has
already submitted a proposal (without your name included thereon) to Pennflot
to perform this service as described above. The contract should begin to be
executed in mid - January. Further, you indicate that you are not involved as a
member of management of Collins.
You did file a Financial Interest Statement while you were employed by
PennDot.
State Ethics Commission • 308 Cinancc Building • Harrisburg, Pennsylvania
Mr. Francis R. Taylor
January 9, 1984
Page 2
Discussion: We will assume, for purposes of this advice, that you were to be
considered a "public employee" during your tenure with PennDot. Therefore,
upon termination of such employment with PennDot, you would become a "former
public employee." As a "former public employee" your conduct must conform to
the requirements of Section 3(e) of the Ethics Act as set forth below:
(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. 403(e).
As a former public employee you must, for the first calendar year
following your termination of employment (September 21, 1983 to September 21,
1984), refrain from "representation" as the Commission has further defined
that term vis -a -vis those governmental bodies with which you may have been
associated while employed by PennDot.
N
We must, however, review of your request by asking the questions: 1)
What is the scope of the term and activity know as "representation" and 2) to
which governmental bodies do the restrictions and prohibitions against
representation extend in your case? We will address this latter question
first.
In your capacity as the District Right -of -Way Administrator in District
11 -0 in Pittsburgh, we must assume you are at least associated with District
11-0 and, therefore, the restrictions under Section 3(e) of the Ethics Act
would apply to your representation before District 11 -0 of PennDot. This is
because your area of authority and responsibility extended to District 11 -0.
Thus, the one year restriction set forth in Section 3(e) of the Ethics Act
applies to your "representation" of any person - before District 11 -0 in
general. However, you would not be precluded from "representation ", such
working with or making submissions as to state agencies, including PennDot,
other than District 11 -0 for the one year period following your termination of
employment with PennDot.
Further, the Ethics Commission has determined that the prohibited
activity described as "representation" in Section 3(e) extends to such
activities as:
1. personal appearances before the governmental body (District 11 -0)
with which you were associated, including but not limited to
negotiation or re- negotiation of contracts with District 11 -0
offices or personnel;
Mr. Francis R. Taylor
January 9, 1984
Page 3
2. attempts to influence District 11 -0 office or personnel;
3. participation in any manner before District 11 -0 in a case or matter
over which you had supervision, direct involvement, or
responsibility while employed in District 11 -0; and,
4. lobbying, that is representing the interest of any person before the
governmental body (District 11 -0) with which you were associated in
relation to legislation, regulations, etc. See Russell, 80 -048 and
Seltzer, 80 -044.
It should be noted that the mere act of preparing and signing with your
own name or having your name appear as the person who will serve in regard to
a proposal (such as technical advisor on the proposal) has been held to
constitute an attempt to influence your former governmental body should such a
proposal be presented to or reviewed by District 11 -0. Therefore, such
activity is prohibited. See Kilareski, 80 -54. This is because the inclusion
of your name as preparer or technical advisor on such a proposal to be
submitted to District 11 -0 has the potential for influencing the decision of
the District -- the body with which you were associated -- and is, therefore,
prohibited for the one -year period after your leave your state employment.
Also, where you know or should know that a submission or proposal that you
might make to an entity other than to District 11 -0 will be reviewed by
District 11 -0, your name should not appear on such a proposal. Anderson,
83 -014.
While the above referenced restrictions apply to you for the one -year
period following your termination of service with the state vis -a -vis District
11 -0, you may, nevertheless, work for an employer, such as Collins, and may
within the one year period following your termination of service engage in the
following activities:
A. You may administer rather than negotiate or re- negotiate any
contract that exists or that is to be awarded to your future
employer so long as the contract or sub - contract is awarded or
entered into without the inclusion of your name as noted above;
B. You may make general informational inquiries of Distict 11 -0 or
PennDot in general as long as there is no attempt to influence
District 11 -0 as prohibited above;
Mr. Francis R. Taylor
January 9, 1984
Page 4
C. You may utilize the knowledge and expertise gained during your
tenure as a public employee so long as you do not use any
confidential information gained during your service as a public
employee; and
D. You may appear and represent any person on behalf of any client or
new employer before any entity or governmental body except District
11 -0 as outlined above.
Basically, your employment with Collins is not prohibited by the Ethics
Act but you must observe the restrictions on your activities vis -a -vis
District 11 -0 as outlined above in Nos. 1 through S.
Conclusion: Upon your termination of service with the Commonwealth, you will
have become a "former public employee" subject to the restrictions imposed by
Section 3(e) of the Ethics Act. Your conduct as a former public employee must
conform to the requirements of the Act as described in this Advice and you
should take note of the prohibited and allowable activities as discussed
above.
As a former public employee you must file a Financial Interest Statement
for each year that you held the position described above and for the year
following your termination of service. Thus, a Statement of Financial
Interest should be filed no later than May 1, 1984, which represents the
filing required for the year following your termination of service. This
Financial Interest Statement will record information for the calendar year
1983.
As a former public employee you must file a Financial Interest Statement
for each year that you held the position described above and for the year
following your termination of service,. Thus, a Statement of Fihanci al
Interest should be filed no later than May 1, 1984, which represents the
filing required for the year following your termination of service. This
Financial Interest Statement will record information for the calendar year
1983.
Pursuant to Section 7(g)(i this Advice is a complete defense in any
enforcement proceeding initiated ed by the Commission, and evidence of good faith
conduct in any other civil or criminal proceeding, providing the requestor has
disclosed truthfully all the w,ateri,1 facts and committed the acts complained
of in reliance on the Advice given.
Mr. Francis R. Taylor
January 9, 1984
Page 5
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 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.
SSC /rdp
cc: Bruce Doman
Thomas Larson
Mike Finio
Ken Bausinger
Sincerely,
Sandra S. Chri tianson
General Counsel