HomeMy WebLinkAbout86-594 KaufmanJohn G. Kaufman, Esquire
Suite 905
One Montgomery Plaza
Norristown, Pennsylvania 19401
Dear Mr. Kaufman:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
August 15, 1986
ADVICE OF COUNSEL
86 - 594
Re: Former Public Employee; Section 3(e), Solid Waste Specialist, Department
of Environmental Resources
This responds to your letter of July 1, 1986, in which you requested
advice from the State Ethics Commission.
Issue: You ask on behalf of a client whether the Ethics Act presents any
restrictions upon an individual's potential employment following his
termination of service with the Pennsylvania Department of Environmental
Resources.
Facts: You currently represent Empire Sanitary Landfill, Incorporated which
has recently hired Alan Stephens as a construction expeditor and future
general manager of its landfill site in Lackawanna County, Pennsylvania. Alan
Stephens is a former employee of the Department of Environmental Resources,
Bureau of Solid Waste Management. Mr. Stephens was employed by the Bureau as
a Solid Waste Specialist and was assigned to the Wilkes -Barre Office of the
Department of Environmental Resources.
Empire Sanitary Landfill Incorporated had previously obtained a permit
from the Department of Environmental Resources to establish and operate a
landfill. At the current time, you advise that this project is being upgraded
to a "double liner landfill project." Mr. Stephens has been hired by Empire
Sanitary Landfill in order to insure that the installation of the liner meets
the criteria established in Empire's application to the department. He will
also be responsible for answering all questions that arise during the
installation of the liner and will help the company expedite distribution of
technical information to those in need of such information. You further
advise that, while an employee of the Department of Environmental Resources,
Mr. Stephens had no contact with Empire and was not involved in Empire's
John G. Kaufman, Esquire
August 15, 1986
Page 2
acquisition of its original landfill permit. As we understand the current
situation, Mr. Stephens is not officially involved in Empire's application to
upgrade. You have requested the advice of the State Ethics Commission on Mr.
Stephens behalf in relation to any prohibitions that may be imposed upon him
within the purview of the State Ethics Act. As part of this request, we have
reviewed Mr. Stephens classification specification and job description and
have incorporated these documents herein by reference. Generally, these
items, in part, provide as follows:
An employee in this class performs a variety of assignments within an
assigned geographical area of the Commonwealth regarding the regulation of
facilities to insure compliance with the Commonwealth's rules and regulations
governing solid waste management. Work requires the application of these
rules and regulations during the conduct of inspections, investigations,
enforcement, plan review and permit compliance activities. Work involves
inspecting municipal waste disposal sites, demolition waste landfills, sewage
sludge disposal sites, industrial waste treatment and disposal facilities; and
investigating complaints involving homeowner garbage problems, agricultural
waste disposal sites, open dumps, demolition waste landfills, sewage sludge
disposal areas, and industrial and hazardous waste facilities. Work includes
determining violations of rules and regulations, preparing violation letters,
preparing and filing citation forms, preparing Departmental Orders,
negotiating settlements of violations, and attending enforcement conferences.
Work also includes reviewing permits including plans for hazardous waste
disposal sites, industrial waste disposal sites, municipal waste disposal
sites, demolition waste disposal sites, industrial or commercial transfer
sites, and sewage sludge disposal sites. Work involves providing information
to governmental officials, architects, engineers, facility operators and the
public on Departmental programs, rules, regulations, policies and procedures;
and providing advice to governmental officials, architects, engineers, and
facility operators on the disposal of hazardous waste, development of plans,
Solid Waste Management Act requirements, Resource Recovery Act requirements,
and how to solve operational problems. Work is assigned in the form of
specific goals and objectives and the employee exercises considerable freedom
in scheduling and completing the work. Work may be reviewed in progress on
new or difficult assignments and is reviewed upon completion by a professional
superior for completeness, technical accuracy, and quality.
In addition to the foregoing, Mr. Stephens job description also indicates
that he served on the Solid Waste Safety Committee in order to formulate
safety procedures in relation to Solid Waste Management and Disposal.
Discussion: At the outset, it must be noted that the State Ethics Commission
may only address your question within the purview of the State Ethics Act.
The Commission may not and will not offer advice with respect to any duties or
obligations that may be imposed by other provisions of law such as the State
Adverse Interest Act or the Governor's Code of Conduct.
John G. Kaufman, Esquire
August 15, 1986
Page 3
As a Solid Waste Specialist for the Department of Environmental
Resources, hereinafter the Department, Mr. Stephens is to be considered a
"public employee" within the definition of that term as set forth in the
Ethics Act and the regulations of this Commission. 65 P.S. §402; 51 Pa. Code
§1.1. This conclusion is based upon the job description, which when reviewed
on an objective basis, indicates clearly that Mr. Stephens had the power to
take or recommend official action of a non - ministerial nature with respect to
contracting, procurement, planning, inspecting or other activities where the
economic impact is greater than de minimus on the interests of another person.
See, Luci, 84 -621, Showman, 85 -552.
Consequently, upon termination of this employment, Mr. Stephens became a
"former public employee" subject to Section 3(e) of the Ethics Act. Section
3(e) of the Ethics Act provides that:
Section 3. Restricted activities.
(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.
Initially, to answer your request we must identify the "governmental
body" with which Mr. Stephens was associated while working with the
Department. Then, we must review the scope of the prohibitions associated
with the concept and term of "representation. "' In this context, the Ethics
Commission has previously ruled that the "governmental body" with which an
individual may be deemed to have been associated during his tenure of public
office or employment extends to those entities where he had influence,
responsibility, supervision, or control. See, Ewing, 79 -010. See also Kury
vs. Commonwealth of Pennsylvania, State Ethics Commission, 435 A.2d 940
(1981).
From the description and analysis of the duties and responsibilities and
based upon the facts outlined above, Mr. Stephens jurisdiction,
responsibility; influence and control appears to have been exercised within
the Bureau of Solid Waste Management. Thus, the "governmental body" with
which he has been "associated" upon the termination of his employment would be
the Bureau of Solid Waste Management, hereinafter the Bureau, including the
Wilkes -Barre Regional Office. Therefore, within the first year after Mr.
Stephens would leave the Department, Section 3(e) of the Ethics Act would
apply and restrict his "representation" of persons or new employers vis -a -vis
the Bureau and the Regional Office, hereinafter the Bureau and the Office.
See, Showman, 85 -552. Additionally, his governmental body would include the
Solid Waste Safety Committee, hereinafter the Committee.
John G. Kaufman, Esquire
August 15, 1986
Page 4
The Ethics Act would not affect his ability to appear before agencies or
entities other than with respect to the Bureau, the Office and the Committee.
Likewise, there is no general limitation on the type of employment in which he
may engage, following his departure from the Department. We do note, 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 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. See, Anderson, 83 -014; Zwikl, 85 -004.
In respect to the one year representation restriction the Ethics
Commission has promulgated regulations to define "representation" as follows:
Section 1.1. Definitions.
Representation - -- Any act on behalf of any person
including but not limited to the following activities:
personal appearances, negotiating contracts, lobbying, and
submitting bid or contract proposals which are signed by
or contain the name of the former public official or
public employe. 51 Pa. Code 1.1.
The Commission, in its opinions, has also interpreted the term
"representation" as used in Section 3(e) of the Ethics Act to prohibit:
1. Personal appearances before the governmental body or bodies with
which he has been associated, that is the Bureau, the Office and the Committee
including, but not limited to, negotiations or renegotiations on contracts
with the Bureau, the Office and the Committee;
2. Attempt's to influence the Bureau, the Office and the Committee;
3. Participating in any matters before the Bureau, the Office or the
Committee over which he had supervision, direct involvement, or responsibility
while employed by the Department;
4. Lobbying, that is representing the interests of any person or
employer before the Bureau, the Office and the Committee in relation to
legislation, regulations, etc. See, Russell, 80 -048 and Seltzer, 80 -044.
The Commission has also held that preparing and signing a proposal,
document or bid, or listing his name as the person who will provide technical
assistance on such proposal, document, or bid, if submitted to or reviewed by
John G. Kaufman, Esquire
August 15, 1986
Page 5
the Bureau, the Office and the Committee, constitutes an attempt to influence
the former governmental body. See, Kilareski, 80 -054. Therefore, within the
first year after Mr. Stephens leaves the Department, he should not engage in
the type of activity outlined above.
He may, assist in the preparation of any documents presented to the
Bureau, the Office or the Committee so long as he is not identified as the
preparer. He may also counsel any person regarding that person's appearance
before the Bureau, the Office or the Committee. Once again, however, his
activity in this respect should not be revealed to the Bureau, the Office or
the Committee. Of course, any ban under the Ethics Act would not prohibit or
preclude him from making general informational inquiries of the Bureau, the
Office or the Committee to secure information which is available to the
general public. See, Cutt, 79 -023. This, of course, must not be done in an
effort to indirectly influence these entities or to otherwise make known to
the Bureau, the Office or the Committee his representation of, or work for his
new employer.
Finally, the Commission has concluded that if he is administering an
existing contract as opposed to negotiating or renegotiating a contract, his
activities would not be prohibited by the Ethics Act. See Dalton, 80 -056 and
Beaser, 81 -538.
In relation to the above provision, the Commission has held in the past
that former public employees could administer, an already existing contract
without violating the provisions of the State Ethics Act. Such administration
of contracts could include incidental contacts with his former co- workers or
other persons within his former governmental body. The Commission determined
that such contact is not totally prohibited. However, the Commission
determined that such contacts should be limited to the administration of an
ongoing contract and should not include the negotiation, resolution, of any
changes to ongoing contracts, or any other non - routine matter that would
somehow result in his influencing a decision to be reached by his former
governmental body. See, Beaser, 81 -538.
As a result of the above Commission decisions, and as applied to the
instant situation, Mr. Stephens could within the purview of the State
Act provide to employees or representatives of the Bureau or the Office,
technical data and information as requested by the Bureau or the Office in
order to inspect the landfill facilities, and the currently ongoing
installation project. Mr. Stephens may not otherwise participate in any
attempt to obtain a DER permit. Such contacts by Mr. Stephens, with his
former governmental body, must be confined to ministerial matters of a routine
nature. Mr. Stephens may not participate in matters that relate to the
resolution of problems that develop after a DER inspection, or that develop as
a result of Empire's failure to comply with appropriate DER standards. Mr.
Stephens may not participate in the negotiation or resolution of such matters,
or Empires securing a permit, such would be attempts to influence his former
governmental body within the purview of the State Ethics Act. In this
John G. Kaufman, Esquire
August 15, 1986
Page 6
respect, Mr. Stephens is cautioned that the nature of his contacts with his
former governmental body may at times require the further advice of this
Commission. Contacts that go beyond the provision to the Bureau or the Office
of technical data, information, or other ministerial materials or documents,
and appear to be attempts to influence the Bureau or the Office to Act
favorably in relation to the landfill operations, could occasion a violation
of the State Ethics Act.
Additionally, we note that Section 403(b) of the State Ethics Act would
prohibit any public employee or public official from accepting a position of
employment if said position has been offered based upon the understanding that
the official conduct of the employee or official, while working for his former
governmental body, was influenced by such offer. See 65 P.S. §403(b).
Conclusion: As a Solid Waste Specialist, Mr. Stephens is are to be considered
a "public employee" as defined in the Ethics Act. Upon termination of his
service with the Department of Environmental Resources, he would become a
"former public employee" subject to the restrictions imposed by Section 3(e)
of the Ethics Act. As such, his conduct should conform to the requirements of
the Ethics Act as outlined above. His governmental body for the purpose of
the one year representation restriction is the Bureau of Solid Waste
Management, The Wilkes -Barre Regional Offices and the Solid Waste Safety
Committee.
Further, you are reminded that the Ethics Act also requires Mr. Stephens
to file a Statement of Financial Interests for. the year following his
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 c'n 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.