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HomeMy WebLinkAbout86-635 BarberThe Honorable James D. Barber House of Representatives Commonwealth of Pennsylvania 4085 Lancaster Avenue Philadelphia, PA 19104 Mailing Address: STATE ETHICS COMMISSION P.O. BOX L147U HARRISBURG, PA 17108 TELEPHONE: (717) 783 -1610 • December 16, 1986 ADVICE OF COUNSEL 86 -635 Re: Representation, Section 3(e), Legislator Dear Representative Barber: This responds to your letter of November 20, 1986, wherein you requested the Advice of the State Ethics Commission. Issue: What restrictions are imposed upon you under the Ethics Act following your departure from service in the Pennsylvania House of Representatives. Facts: You have advised that you will be terminating your service as a member of the Pennsylvania House of Representatives and will be establishing a private consulting firm. This firm will be designed to provide technical, legal, accounting and other related services. Your term of office ends November 30, 1986. For the past 7 years you have served as Chairman of the House of Representatives' Health and Welfare Committee. As chairman, your responsibilities have included interaction primarily with the Departments of Public Welfare, Health, Aging and State regarding legislative and regulatory review matters. You also serve on the House of Representatives' Policy Committee. You have requested the advice of the State Ethics Commission regarding any restrictions that would be placed upon you within the purview of the State Ethics Act in relation to your future endeavors. Discussion: As an elected member of the Pennsylvania House of Representatives you were a "public official" as that term is defined in the Ethics Act. See Section 2 of the Ethics Act, 65 P.S. 402. As such, upon leaving office you became a "former public official." Your conduct, therefore, will be governed by Section 3(e) of the Ethics Act as follows: State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania The Honorable James D. Barber December 16, 1986 Page 2 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(e). As a former public official, the restrictions which you will be required to observe are limited to the one -year period following the end of your term of office. This is one calendar year and the restrictions to be discussed below should be observed during that entire period. The Ethics Act imposes no specific restrictions on the type of employment you may accept or the occupation which you may pursue following your service with the Commonwealth. Rather, as it can be seen from Section 3(e), the Ethics Act restricts your activities insofar as they may constitute "representation" before the "governmental body" with which you have been associated. First, we should discuss the scope and extent of the term "governmental body" with which you may have been "associated" while serving with the House of Representatives, hereinafter the House. The Commission has previously reviewed this ,question and issued opinions which indicate that the "governmental body" with which a member of the House is associated includes the House itself, any entity on which the member served as ex officio member and any entity on which the member served by virtue of legislative appointment. See, Seltzer, 80 -004; Goebel, 80 -045; Geesey, 80 -046; and Geesey, 80 -057. The issue as to whether you would be restricted in appearing or representing any individual before a Commonwealth department set forth in the previous section of this advice has been reviewed by the Commonwealth Court of Pennsylvania in Kury v. State Ethics Commission, 62 Pa. Commw. Ct. 174, 435 A.2d 940, (1981). In that opinion, it was ruled by the Commonwealth Court of Pennsylvania that the governmental body of a former member of the Pennsylvania State Senate would not include the departments of the Commonwealth of Pennsylvania with which that individual dealt with as a result of his chairmanship of a State Senate committee. As such, there would appear to be no restriction upon your future dealings with the departments identified in your letter of request. If, however, you served as a member of any specific board, bureau or as a result of your legislative position on the commission, then additional restrictions may apply as noted above. Based upon the foregoing, the restrictions outlined in Section 3(e) of the Act apply to your "representation" of any person or entity before the House and the committees of which you were a member. The Honorable James D. Barber December 16, 1986 Page 3 The Commission has also had many opportunities to consider the scope and nature of the term "representation." The Commission, in its regulations, has defined the term "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. Further, opinions of the Commission indicate that the Commission has held that the type of representation prohibited by Section 3(e) includes: 1. personal appearances before the governmental body with which you were associated, in this case the House and the committees on which you served (by virtue of your House membership). See, Morris, 80 -039; 2. attempts to influence that governmental body; 3. participating in any manner before this body in any case or matter over which you had supervision, direct involvement, or responsibility while serving with the House; 4. lobbying, that is representing the interests of any person before the House to influence that body in relation to legislation, regulations, etc.; and, 5. signing and submitting under your own name bids or proposals, as well as listing your name as preparer or the person providing technical assistance for the proposals that are submitted to the body with which you were associated. See, Dalton, 80 -056 and Kilareski, 80 -054. Notwithstanding the aforementioned restrictions, opinions of the Commission indicate that a former public official may nevertheless engage in the following activities; A. You may appear in third forums such as state or federal court or before any other governmental body other than the govrnmental body with which you may have been associated; B. You may make general informational inquiries of the governmental body with which you have been associated if these inquiries are of the same nature or similar to that made by the public. The Honorable James D. Barber December 16, 1986 Page 4 C. You may utilize the knowledge and expertise gained during your tenure as a public official except as set forth in numbers 1 through 5 above. D. You may administer a contract that has been awarded or negotiated between your former governmental body and any new employer or new corporation as long as the contract was awarded in accordance with the above restrictions (see No. 1 and No. 5 above, in particular), and assuming that you have not attempted to negotiate or re- negotiate the terms or conditions of the contract. Other than the foregoing, there is no inherent restriction on the type of employment that you may accept. Additionally, the restrictions outlined above are personal to you and do not extend to any other members of any firm, business, corporation, etc., with which you may be associated following your departure from the House. Conclusion: During the first (calendar) year folllowing your termination of service with the Commonwealth you must observe the restrictions upon your ability to "represent" any person before the governmental bodies with which you have been associated as those terms and restrictions are outlined above. Should you have any further specific questions about permissible or prohibited conduct, please feel free to contact us again. Also, as a "former public official" we remind you that you must file a Financial Interest Statement for the year after you leave office. 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 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. Si • - y, John -. Contino General Counsel