Loading...
HomeMy WebLinkAbout17-542 CessnaSTATE ETHICS COMMISSION 309 FINANCE BUILDING P0. BOX 11470 HARRISBURG, PA 1 71 08 -1 470 (717) 783 -1610 1 -800- 932 -0936 ADVICE OF COUNSEL July 6, 2017 To the Requester: Mr. H. Daniel Cessna, P.E. Dear Mr. Cessna: 17 -542 This responds to your letter dated May 5, 2017, by which you requested an advisory from the Pennsylvania State Ethics Commission ( "Commission "). Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act "), 65 p�S. V 101 et se ., would impose restrictions upon employment -of a Transportation District ecuOW— Tollowing termination of employment with the Pennsylvania Department of Transportation ("PennDOT"). Facts: You request an advisory from the Commission regarding the post - empfoyment restrictions of the Ethics Act. You have submitted facts that may be fairly summarized as follows. At the time that you submitted your inquiry, you were employed with PennDOT as the Transportation District Executive for Engineering District 11 -0, which encompasses Allegheny, Beaver, and Lawrence Counties. You have submitted copies of your official Commonwealth position description and an organizational chart for Engineering District 11 -0, both of which documents are incorporated herein by reference. A copy of the job classification specifications for the position of Transportation District Executive (lob code 11730) has been obtained and is also incorporated herein by reference. You stated that you would be resigning from your Commonwealth employment effective May 19, 2017, and that you would be taking a position as a Senior Vice President of Michael Baker International (.`the Firm "). You stated that in your role with the Firm, you will serve as the Pennsylvania Headquarters Region Director and lead the Firm's efforts in the Commonwealth in transportation and other areas. You further stated that the Firm's clients include PennDOT, the Pennsylvania Turnpike Commission, the City of Pittsburgh, Allegheny County, and various other municipalities and counties that you have frequently had business dealings with in your Commonwealth position, and universities, various divisions of the federal government, and private businesses that you may have interacted with in your Commonwealth position. Based upon the above submitted facts, you stated: FAX: (717).787-0806 • Web Site: www.ethics.state.pa.us • e -mail: ethics(@state.pa.us Cessna, 17 -542 July 6 T2017 Page 2 I am requesting advice on the following: The types of business dealings that are restricted with the Pennsylvania Department of Transportation, Pennsylvania Turnpike Commission, City of Pittsburgh, Allegheny County, and other municipalities and counties within and outside my current position's geographical boundaries. The types of questions that I can respond to, relating to information or knowledge that I possess as a result of my current position, that would not be otherwise available, and may impact the organization's decision making without obtaining same, which. in no way relates to any business with my future position, from the Pennsylvania Department of Transportation, Pennsylvania Turnpike' Commission, City of Pittsburgh, Allegheny County, and other municipalities and counties within and outside my current position's geographical boundaries. The types of business dealings that are restricted with Southwestern Pennsylvania Commission, the Metropolitan Planning Organization (MPO) for Southwestern Pennsylvania, where I am a member, as a required duty of my current position. 4. The types of business dealings that are restricted with the Pittsbur h Downtown Partnership, where I serve as an ex- officio board member. While this role is not a requirement of my position as Transportation District Executive, it was because of my position that I was invited to serve in this role. 5. The types of activities, industry specific issue discussion and collaboration that are restricted, with employees of my current organization or any organization that I interact with in the performance of the duties of my current position, as i continue as a Board Member of the American Society of Highway Engineers (ASHE) Pittsburgh Section, my role as President of the Engineers' Society of Western Pennsylvania (ESWP), and my role as Vice -Chair of the Industrial and Professional Advisory Council (1PAC) for the Civil Engineering Department of the pPennsylvania State University; upon my departure from my current position as these are not required by my current position, but are voluntary. The types of engagement that are restricted, at events such as industry conferences, golf outings, charity events, sports events, etc. that may or may not be hosted by my current organization, any organization that I have been involved with in the duties of my current position, or other organizations; Cessna, 17 -542 uTT6, 2017 Page 3 that are attended by employees of my current organization or any organization that I have been involved with in the duties of my current position. May 5, 2017, advisory request letter, at 1 -2. With respect to your third question above, it is administratively noted that a Metropolitan Planning Organization is the policy board of an organization established pursuant to federal law to carry out the metropolitan transportation planning process required under federal law. See, 23 USCS § 134. As to your fourth question above, it is administratively noted that per the Pittsburgh Downtown Partnership website, the Pittsburgh Downtown Partnership was formed by downtown businesses, professionals, civic organizations, foundations, and residents to advance initiatives that foster economic vitalityy and improve downtown Pittsburgh. See, http:Ildowntownpittsburgh. com /about -pdk/. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the t��Tics Act, 65 PaL.S. §§ 1107(10), (11), advisories are issued to the requester based upon the facts that the requester has submitted. In issuing the advisory based upon the facts that the requester has submitted, the Commission does not engage in an independent investigation of the facts, nor does it speculate as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all of the material facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10 }, (11). An advisory only affords a defense to the extent the requester has truthfully disc osed all of the material facts. As a Transportation District Executive for PennDOT, you would be considered a "public employee' subject to the Ethics Act and the Regulations of the State Ethics Commission. See, 65 Pa.C.S. § 1102; 51 Pa. Code § 11.1; Hoffman, Advice 07 -507. This conclusion si based upon the position description and the job classification specifications, which when reviewed on an objective basis, indicate clearly that the power exists to take or recommend official action of a non - ministerial nature with respect to one or more of the following: contracting; procurement; administering or monitoring grants or subsidies; planning or zoning; inspecting; licensing; regulating; auditing; or other activity(ies) where the economic impact is greater than de minimis on the interests of another person. Consequently, upon termination of your employment with PennDOT, you would become a "former public employee" subject to Section 1103(g) of the Ethics Act. While Sectiori 11030 does not prohibit a former public official /public employee from accepting a position of employment, it does restrict the former public official /public employee with regard to "representing" a "person" before "the governmental body with which he has been associated ": § 1103. Restricted activities (g) Former official or employee.-�RNo former public official or public employee shall represent a er�son, with promised or actual compensation, on any matter before the governmental bodV with which he has been associated for one year after he leaves that body. 65 Pa.C.S. § 1103(g) (Emphasis added). Cessna, 17 -542 u�62017 Page 4 The terms "represent," "person," and "governmental body with which a public official or public employee is or has been associated" are specifically defined to the Ethics Act as follows: § 1102. 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 submittingg bid or contract proposals which are signed by or contain the name of a former public official or public employee. "Person." A business, governmental body, individual, corporation, union, association, firm, partnership, committee, club or other organization or group of persons. "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 Pa.C.S. § 1102. The term "Person" is very broadly defined. It includes, inter alia, corporations and other businesses. It also includes the former public officia Ipub iI c employee himself, Confidential Opinion, 93 -005, as well as a new governmental employer. Ledebur, pinion 95 -007. The term "represent" is also broadly defined to prohibit acting on behalf of any person in any activity. Examples of prohibited representation include: (1) personal appearances before the former governmental body or bodies; (2) attempts to influence; (3) submission of bid or contract proposals which are signed by or contain the name of the former public official /public employee; (4) participating in any matters before the former governmental body as to acting on behalf of a person; and (5) lobbying. Popovich, Opinion 89 -005. Listing one's name as the person who will provide technical assistance on a proposal, document, or bid, if submitted to or reviewed by the former governmental body, constitutes an attempt to influence the former governmental body. Section 1103(g) also generally prohibits the inclusion of the name of a former public official/ public employee on invoices submitted by his new employer to the former governmental body, even if the invoices pertain to a contract that existed prior to termination of service with such governmental body. Shay, Opinion 91 -012. However, if such apre- existing contract does not involve the unit where a former public employee worked, the name of the former public employee may appear on routine invoices if required by the regulations of the agency to which the billing is being submitted. AbramslAebster, Opinion 95 -011. A former public official/public employee may assist in the preparation of any documents presented to his former governmental body. However, the former public official/public employee may not be identified on documents submitted to the former governmental body. The former public official/public. employee may also counsel any Cessna, 17 -542 July 6 ^2017 Page 5 person regarding that person's appearance before his former governmental body. Once again, however, the activity in Phis respect should not be revealed to the former governmental body. The Ethics Act would not prohibit or preclude making general informational inquiries to the former governmental body to secure information which is available to the general public, but this must not be done in an effort to indirectly influence the former governmental body or to otherwise make known to that body the representation of, or work for, the new employer. Section 1103(g) only restricts the former public official/public employee with regard to representation before his former governmental body. The former public officiallpublic employee is not restricted as to representation before other agencies or entities. However, the "governmental body with which a public official/public employee is or has been associated" is not limited to the particular subdivision of the agency or other governmental body where the public 'official/public employee had influence or control but extends to the entire body. See, Leclislative Journal of House, 1989 Session, No. 15 at 290, 291; Sirolli, Opinion 90 -006; arp, Opinion 90 -009 -R. The governmental body with which you would be deemed to have been associated upon termination of your employment with PennDOT would be PennDOT in its entirety, including but not limited to Engineering District 11 -0. Therefore, for the first year following termination of your employment with PennDOT, Section 1103(8) of the Ethics Act would apply and restrict "representation" of a "person" before PennDOT. In particular, during the first year following termination of our employment with PennDOT, Section 1103(8) of the Ethics Act would prohibit you from performing any job duty(ies) for your new employer, the Firm, that would involve prohibited representation before PennDOT as set forth above. Your six specific questions shall now be addressed. In response to your first, third, and fourth questions, you are advised as follows. During the first year following termination of your employment with PennDOT, Section 1103(8) of the Ethics Act would prohibit you from engaging in business dealings with PennDOT to the extent such business dealings would involve prohibited representation before PennDOT as delineated above. Section 1103(g) of the Ethics Act would not prohibit you from engaging in business dealings with: (1) the Pennsylvania Turnpike Commission; (2) the City of Pittsburgh, Allegheny County, or other municipalities or counties located within or outside the geographical boundaries of Engineering District 11 -0; (3) the Southwestern Pennsylvania Commission; or (4) the Pittsburgh Downtown Partnership, subject to the condition that in so doing, you would not engage in prohibited representation before PennDOT. With regard to your second question, you are advised that Section 1103(g) of the Ethics Act would prohibit you from responding to question(s) from PennDOT off icialslstaff— including but not limited to question(s) pertaining to information or knowledge you would possess as a result of your employment with PennDOT which would not be otherwise available —to the extent that you would be acting on behalf of the Firm in any activity involving PennDOT. Section 1103(8) of the Ethics Act would not prohibit you from responding to question(s) from officials s aff of: (1) the Pennsylvania Turnpike Commission.; or (2) the City of Pittsburgh, Allegheny County, or other municipalities or counties located within or outside the geographical boundaries of Engineering District 11 -0, as long as in so doing, you would not engage in prohibited representation before PennDOT. In response to your fifth question, you are advised that Section 1103(g) of the Ethics Act would prohibit you in your capacity(ies) as: (1) a Board Member of the Cessna, 17 -542 July 6 2017 Page b American Society of Highway Engineers (ASHE) Pittsburgh Section; (2) President of the Engineers' Society of Western Pennsyylvania (ESWP); or (3) Vice -Chair of the Industrial and Professional Advisory Council (IPAC) for the Civil Engineering Department of the Pennsylvania State University, from engaging in industry specific issue discussion and collaboration or other activity(ies) involving employee(s) of PennDOT or other organizations if your activity(ies) would result in proh� ited representation before 'g 1 OT, such as for example, by making known to PennDOT your work for the Firm. With regard to your sixth question, you are advised that Section 1103(g) of the Ethics Act would prohibit you from attending events such as industry conferences, golf outings, charity events, sports events, and the like hosted by PennDOT or other organizations unless yyou would be able to do so without engaging in prohibited representation e ore PennDOT. If officials /staff of PennDOT would be in attendance at such an event, it would be difficult if not impossible, as a practical matter, for you to attend the event without running afoul of Section 1103(8 }. If your attendance at such an event would make known to PennDOT your work for the Firm, such would necessarily involve prohibited representation before PennDOT. Based upon the facts that have been submitted, this Advice has addressed the applicability of Section 1103(8) only. It is expressly assumed that there has been no use of authority of office or employment, or confidential information received by being in the public position, for a private pecuniary benefit as prohibited by Section IINa) of the Ethics Act. Further, you are advised that Sections 1103(b) and 1103(c) of the thics Act provide in part that no person shall offer or give to a public official/public employee and no public official /public employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgment of the public official /public employee would be influenced thereby. Reference is made to these provisions of the law not to imply that there has been or will be any transgression thereof but merely to provide a complete response to the question presented. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act; 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. Specifically not addressed herein is the applicability of the Governor's Code of Conduct. Conclusion: As a Transportation District Executive for the Pennsylvania epartment of Transportation 'PennDOT "), ou would be considered a 'Public employyee" subject to the Public Official and Employee Ethics Act ( "Ethics Act'), 65 P p'o § 1101 et se q., and the Regulations of the State Ethics Commission, 51 Pa: Code § 11.1 et se . Upon termination of your employment with PennDOT, you would become a former public employee subject to Section 1103(8) of the Ethics Act. The former governmental body would be PennDOT in its entirety, including but not limited to Engineeringg District 11 -0. For the first year following termination of your employment with PennDOT, Section 1103(8) of the Ethics Act would apply and restrict representation of a person before PennDOT. The restrictions as to representation outlined above must be followed. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Pursuant to Section 1107(11) of the Ethics Act, an 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, provided the requester 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. Cessna, 17 -542 July 6, Page 7 Finally, if you disagree with this Advice or if you have any reason to challenge same, you may appeal the Advice to the full Commission. A personal appearance before the Commission will be scheduled and a formal Opinion will be issued by the Commission. Any such appeal must be in writing and must be actual! received at the Commission within thirty (30) days of the date of this vice pursuant to 51 Pa. Code § 13.2(h). The appeal may be received at the Commission by hand delivery, United States mail, delivery service, or by FAX transmission (717 - 787 - 0806). Failure to file such an appeal at the Commission within thirty (30) days may result in the dismissal of the appeal. Sincerely, obin M. Hittie Chief Counsel