HomeMy WebLinkAbout81-556 SmithMichael R. Smith
82 Jefferson Street
Hummelstown, PA 17036
RE: Former Public Employee
Dear Mr. Smith:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
April 20, 1981
ADVICE OF COUNSEL
81 -556
This responds to your letter of April 3, 1981, in which
you requested an opinion from the Ethics Commission.
Issue: You requested advice as to whether you may serve as a
consultant on the disability provisions of the Social Security
Act after you leave your present position, Disability Claims
Adjudicator II, with the Commonwealth.
Facts: You are now employed by the Commonwealth of Pennsyl-
vania as a Disability Claims Adjudicator II. As a Claims
Adjudicator you reviewed, developed, and adjudicated disability
claims. You collected medical and vocational information,
reviewed the documentation, and decided the claim with reference
to the applicable regulations of the Social Security Admini-
stration. You intend to leave this position in June 1982.
After retiring from State service you will become a consultant
for other disability specialists, lawyers, insurance companies,
unions, public and private corporations. As a consultant you
will interview potential clients, analyze the medical and
vocational information, and make a written determination as to
whether or not the potential client has a valid disability
claim.
Discussion: The Ethics Act, 65 P.S. §401 et seq. defines,
i ertinent part, "public employee" as any individual employed
b the Commonwealth who is responsible for taking or recommen-
ding official action of a non - ministerial nature where the
official action has an economic impact of a greater than de
minimus nature on the interests of any person. 65 P.S. §402.
You are an employee of the Commonwealth and in your work you
make non - ministerial decisions about disability claims. Your
decisions have an economic impact of greater than de minimus
nature on disability claimants. Thus, you are a "public
employee" subject to the Ethics Act.
1\6 s.Jllll l,ll
April 22, 1981
Page 2
The Ethics Act does not prohibit you from acting as a
consultant after you leave public employment, provided that you
observe the following restrictions. Section 3(e) of the Act
states that no former public employee shall represent a person,
with or without compensation, on any matter before the govern-
mental body with which he has been associated for one year
after he leaves that body. Accordingly, you may not represent
any person before the agency or department in which you now
work. Morris, 80 -039; Widoff, 79 -055.
More specifically you may not attempt to influence the
governmental body with which you are currently associated.
Covill- Ringer, 79 -041; Cutt, 79 -023. Should the situation
arise, you may not sign evaluations submitted to the govern-
mental body with which you are currently associated. Your
signature may influence the governmental body. Kilareski,
80 -054. While you may not make yourself known to the govern-
mental agency that presently employs you, you may assist in the
preparation of evaluations submitted by another. Kilareski,
80 -054.
You may not participate in any disability case over which
you had supervision, direct involvement, or responsibility
while with the governmental body. Morris, 80 -039. Thus, you
may not provide consulting services on specific cases in which
you had direct involvement, supervision or responsibility while
working for the State.
You may make general informational inquiries similar to
these made by the public. Peffer, 79 -058. You are not barred
from using the expertise and knowledge gained as a public
employee in your consulting business, except as set forth
above. Morris, 80 -039. You may represent any person before a
third forum, such as a court or another governmental agency.
The prohibition against representation applies for one year
only and only to representation before the agency with which
you are associated. Morris, 80 -039.
You should also be aware that Section 4(a) of the Act
requires a former public employee to file a Statement of
Financial Interests the year after the former employee leaves
State service. 65 P.S. §404(a).
Conclusion: As a Disability Claims Adjudicator you are a
public employee governed by the Ethics Act. The Act does not
prevent you from leaving State employment and working as a
private consultant.
You may not represent any person before the governmental
agency or department with which you were associated for the
year ater you leave the agency. You may not appear before your
former agency or attempt to influence the agency by signing
evaluations and /or other submissions to the agency. You may
not consult on any case over which you had direct supervision
or involvement while employed by the State.
Michael R. Smith
April 22, 1981
Page 3
You may assist in the preparation of documents submitted
to your former agency. You may make general inquiries of your
agency or department. As well, you may utilize the knowledge
gained in State employment within the restrictions noted above.
You may represent any person in a third forum such as State or
federal court or another governmental body.
You must file a Financial Interest Statement for the year
after you leave State employment.
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 Commission may be scheduled and a formal Opinion from the
Commission will be issued. You should make such a request or
indicate your disapproval of this Advice within the next 30
days.
SW /rdp
Sincerely,
andra S. Ch istianson
General Cou sel