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HomeMy WebLinkAbout82-597 GoldhaberA. Nathaniel Goldhaber Sleepy Hollow Farm RD #2 Etters, PA 17319 Dear Mr. Goldhaber: Mailing Address: STATE ETHICS COMMISSION P.O. BOX 1 179 HARRISBURG, PA 17108 TELEPHONE: (717) 783 -1610 December 15, 1982 ADVICE OF COUNSEL State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania 82 -597 RE: Restrictions, Representation, Governor's Energy Council, Department of Commerce This responds to your letter of June 30, 1982, in which you requested advice from the State Ethics Commission. Issue: You ask what, if any, restrictions the Ethics Act imposes upon you upon retirement from government service with regard to subsequent employment by a private corporation and future contact with various state bureaus, councils, and officials? Facts: After approximately 3 1/2 years of Commonwealth employment you recently left the Commonwealth to accept a position as Executive Vice- President of a New York -based company with major assets in the form of coal - loading facilities in the Philadelphia area. The Company, Energy Terminals Incorporated, has neither received nor applied for grants, loans, or other public funds within the Commonwealth and has no plans to apply for such funds from the Commonwealth at this time. While employed by the Commonwealth, from January, 1979 through December, 1981 you served as a Special Assistant to Lieutenant Governor Scranton and your primary responsiblity was to act as liason between the Lieutenant Governor's Office and the Governor's Energy Council (GEC). You had no policy - making authority over grant - making by GEC or any other GEC financial operations. In December, 1981, you joined the GEC Bureau of Policy as a "Coal Specialist" with your primary concern being the promotion of Pennsylvania Coal within the state. A. Nathaniel Goldhaber December 15, 1982 Page 2 In April, 1982, GEC entered into an agreement with the Department of Commerce, hereinafter, Commerce, which allowed you to serve half -time in each agency although you technically remained a full -time GEC employee. You served from April through the end of June, 1982, under this arrangement as a part -time Special Assistant to Franklin Mohney, Executive Deputy Secretary within Commerce. Your functions at Commerce were to assist in the Domestic and Internation Promotion of Pennsylvania Coal. You also did staff work for the Pennsylvania Coal Group /Task Force. In these positions you had no direct authority over Commerce or the Coal Group /Task Force or their staffs in general. In the course of your work you had no direct or indirect influence regarding the grants or loans or use of public funds. Discussion: We assume that while employed by the Commonwealth you were a "public employee" and therefore, upon termination of your service with the state, you became a "former public employee." The Ethics Act regulates both the conduct of both present and former public employees to assure the public the independence and impartiality of its servants. Therefore, you must be aware of the restrictions upon representation which relate to "former public employees" delineated by Section 3(e) of the Ethics Act which provides as follows: (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). With this restriction in mind a discussion of what the term "representation" means is important. In general, the Commission has determined that the prohibitions of Section 3(e) and the term "represenation" extends to such things as: 1. Personal appearances before the governmental body with which you were associated, including but not limited to negotiations on contracts with the authority; 2. Attempts to influence that governmental body; 3. Participation in any manner in any case over which you had supervision, direct involvement, or responsibility while employed by the governmental body; 4. Lobbying, that is representing the interest of any person before that governmental body to influence the body in relation to legislation, regulations, etc. See Kilareski, 80 -054. A. Nathaniel Goldhaber December 15, 1982 Page 3 Opinions of the Commission indicate that a former public employee may appear in a third forum such as state or federal court and may make general informational inquiries of the nature made by the public to their former governmental body. In addition, they may generally utilize the knowledge and expertise gained in their tenure as public employees except as set forth above. Thus, in answer to your specific questions it would not be inappropriate for you to serve as an unpaid transition /resource to your successor or to serve on an unpaid basis to public advisory groups to the Commonwealth on Coal related issues in general. In order to assist in accomplishing important objectives for coal promotion you could freely contact any officer within the Commonwealth to discuss these matters so long as these discussions and contacts were not designed to renew or to the benefit of your new employer. Indeed, any restrictions relating to representation as outlined above relate only to the "governmental bodies" with which you may have been associated while employed by the Commonwealth. Any restrictions relate only to those governmental bodies and any contacts with members of the legislative, executive branches or other Commonwealth departments or employees are not restricted. Likewise, purely social or informtional context with persons in the governmental bodies with which you are associated or otherwise are not restricted. It remains to be determined exactly which "governmental bodies" you are to be deemed to have been "associated with" and to whom restrictions would apply. Under the facts as you present them, we find that the governmental bodies with which you have been associated are the GEC and the Office of the Executive Deputy Secretary of Commerce (Franklin Mohney) and his office and subordinate staff. Thus, the restrictions outlined and enumerated above must be observed in relation to the Governor's Energy Council, including the Lieutenant Governor, and the Office of the Executive Deputy Secretary of Commerce. If your contacts with this groups or individuals or offices is merely designed to discuss general problems or issues and there is no possibility that your new employer will be directly benefitted by such general discussions, as stated above, this would not fall within the scope of restricted, representation." You should be aware, however, that in relation to these identifiable governmental bodies with which you have been associated, the term "negotiation on contracts" includes the prohibition that you may not prepare and as preparer sign bid proposals to be presented on behalf of your new employer. In addition, your name may not appear as an employee who will serve under that contract or proposal if that proposal is to be submitted to any of these identifiable governmental bodies. You may however, assist in preparing these items when another person signs as preparer and you may administer a contract once it has been secured or approved, so long as your name does not appear on the submission or proposal or bid as discussed herein. A. Nathaniel Goldhaber December 15, 1982 Page 4 Conclusion: The specific responses as to your questions are as follows: 1. You may assist on an unpaid basis in the transition of your successor as this does not fall within the scope of prohibited "representation." 2. You may serve as an unpaid member of a public advisory group to the Commonwealth on coal so long as the advice rendered is of a general nature and does not entail "representation" as outlined above nor enure to the specific benefit of your new employer. 3. If projects enure directly to the benefit of your new employer you may not "represent" that new employer before the Govenor's Energy Council including the Lieutenant Governor nor before the Office of the or the Staff of the Executive Deputy Secretary for Commerce. Contacts with these persons or other persons within the legislative or executive branches of government on projects which do not enure to the benefit of your specific employer but relate to transportation or Coal topics, in general, may be undertaken freely. 4. You may not undertake any "representation" before the governmental bodies with which you had been associated, herein identified as Governor's Energy Counsel and the office and staff of the Executive Secretary for Commerce and the term "representation" as outlined above. Contacts with other bureaus within Commerce or other members of the legislative or executive branches of government may be undertaken freely and do not constitute prohibited or restricted "representation" within the meaning of Section 3(e) of the Ethics Act. 5. Contact with any individual employed by the Commonwealth on a purely social or informational basis would not necessarily be prohibited by the Ethics Act. As noted above, informational inquiries, even of those governmental bodies with which you had been associated is not precluded per se. Caution and discretion must be exercised in relation to the extent of such "informational" inquiries and those must be restricted to conform to the requirements of the term "represenation" which would restrict your activities in relation to the Governor's Energy Council and the office and staff of the Executive Deputy Secretary for Commerce in the following areas: 1. Personally appearing before these governmental bodies; 2. Attempting to influence these governmental bodies; A. Nathaniel Goldhaber December 15, 1982 Page 5 3. Participating in any manner, before these governmental bodies on a contract or matter over which you had supervision, direct involvement or responsibility while you were associated with these bodies except that you may administer any contract that is awarded in accordance with the limitations expressed herein; 4. Preparing bid proposals to be submitted to these bodies where that preparation includes your signing these proposals and /or being identified as the person performing or participating in the propose project; and 5. Attempting to influence your former governmental bodies, including lobbying, that is representing the interest of any person as to legislation, regulations, etc. These prohibitions will pertain for the one year period following the date you terminated your employment with the Commonwealth. 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 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 Sincerely, Sandra S. C istianson General Counsel cc: Jay C. Waldman, Executive Assistant to the Governor Franklin H. Mohney, Executive Deputy Secretary