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To the Requester:
X
STATE ETHICS COMMISSION
FINANCE BUILDING
613 NORTH STREET, ROOM 309
HARRISBURG, PA 17120-0400
ADVIC'E OF COUNSEL
May 31, 2019
FACSIMILE: 717-787-0806
WEBSITE: www.ethics.pa.gov
19-525
This responds to your letter dated April 2, 2019, by which you requested a
confidential advisory from the Pennsylvania State Ethics Commission ("Commission").
Issue: Whether the Public Official and Employee Ethics Act ("Ethics Act"), 65
P-a-3CS. 1101 et s, would impose restrictions upon employment of the A for the B in
the C following termination of Commonwealth employment.
Facts: You request a confidential advisory from the Commission regarding the
os -employment restrictions of the Ethics Act. You have submitted facts that may be
fairly summarized as follows.
You are currently ernfloyed as the A for the B in the C. You state that in your
current Commonwealth position, you are responsible for D.
You are considering retiring from your Commonwealth employment. You have
received offers to talkout future job opportunities, one of which would involve
assisting E at F with Gs in a [trpe of capacity]. Other job opportunities would involve
working for Hs, that currently do business or have done business with the
Commonwealth, including the C and the I.
Based upon the above submitted facts, you seek guidance as to whether the
Ethics Act would impose prohibitions or restrictions upon you following termination of
your Commonwealth employment.
Discussion: It is initially noted that pursuant to Sections 1107(10) and 11 07(l 1) of
the Ethics c , 65 la.C.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 disclosed all of the material facts.
Confidential Advice, 19-525
May 31, 2019
Page 2
Pursuant to Section 1103(a) of the Ethics Act, a public official/public employee is
prohibited from engaging in conduct that constitutes a conflict of interest:
§ 1103. Restricted activities
(a) Conflict of interest. --No public official or public
employee shall engage in conduct that constitutes a conflict
of interest,
The following terms related to Section 1103(a) are defined in the Ethics Act as
follows:
§ 1102. Definitions
"Conflict" or "conflict of interest." Use by a public
official or public employee of the authority of his office or
employment or any confidential information received through
his holding public office or employment for the priv e
pecuniary enefit of himself, a member of his immediate
family or a business with which he or a member of his
immediate family is associated. The term does not include
an action having a de minimis economic impact or which
affects to the same degree a class consisting of the general
public blic or a subclass consisting of an industry, occupation or
other group which includes the official or public
employee, a member of his immediate family or a business
with which he or a member of his immediate family is
associated.
"Authority of office or employment." The actual
ower provided by law, the exercise of which is necessary to
the performance of duties and responsibilities unique to a
particular public office or position of public employment.
Subject to the statutory exclusions to the Ethics Act's definition of the term
"conflict" or "conflict of interest," 65 Pa.C,S. § 1102, a public official/public employee is
prohibited from using the authority of public office/employment or confidential
information received by holding such a public position for the private pecuniary benefit
of the public official/public employee himself, any member of his immediate family, or a
business with which he or a member of his immediate family is associated. The use of
authority of office is not limited mer=yoting, but extends to any use of authority of
office including, but not limited to, discussing, conferring with others, and lobbying for a
particular result. Juliante, Order 809.
Sections 1103(b) and 11.03�c) of the Ethics Act provide, in part that no person
shall offer or give to a public off icia/public employee anything of monetary value and no
public official/public employee shall solicit or accept anything of monetary value based
u&on the understanding that the vote, official action, or judgment of the public
0 ictal/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 questions presented.
Confidential Advice, 19-525
191—ay 31207'9 -- - ---------
Page 3
As the A for the B in the C, you would be considered a public official/public
employee and an "executive -level State employee" sublect to the Ethics Act and the
Regulations of the State Ethics Commission. See, 65 P�a.C.S. § 1102; 51 Pa. Code
11-1.
Consequently, upon termination of Commonwealth employment, you would
become a former public official/public employee and a former executive -level State
employee subject to the restrictions of Section 11 03(g) and Section 1103(i) of the Ethics
Act.
Section 1103(i) restricts former executive -level State employees as follows:
§ 1103. Restricted activities
(i) Former executive -level employee. --No former
executive -level State employee may for a period of two
years from the time that he terminates employment with this
Commonwealth be employed by, receive compensation
from, assist or act in a representative capacity for a business
or corporation that he actively participated in recruiting to this
Commonwealth or that he actively participated in inducing to
open a new plant, facility or branch in this Commonwealth or
that he actively participated in inducing to expand an existent
plant or facility within this Commonwealth, provided that the
above prohibition shall be invoked only when the recruitment
or inducement is accomplished by a grant or loan of money
or a promise of a grant or loan of money from the
Commonwealth to the business or corporation recruited or
induced to expand.
65 Pa,C.& § 1103(i).
Section 1103(i) restricts the ability of a former executive -level State employee to
accept employment or otherwise engage in business relationships following termination
of State service, under certain narrow conditions. The restrictions of Section1103(i)
apply even where the business relationship is indirect, such as where the business in
question is a client of a new employer, rather than the new employer itself. See,
Confidential Opinion, 94-011. However, Section 1103(i) would not restrict you m
eing employed by, receiving compensation from, assisting, or acting in a
representative capacity for a business subject to the conditions that you did not actively
participate in recruiting such business to Pennsylvania, and that you did not actively
participate in inducing such business to open or expand a plant, facility, or branch in
Pennsylvania, through a grant or loan of money or a promise of a grant or loan of
money from the Commonwealth of Pennsylvania.
Unlike Section 1103(i), Section 1103(g) does not prohibit a former public
official/public employee from accetinya position of employment. However, it does
restrict the former public officially i is 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. --No former public
official or public employee shall represent a person,, with
promised or actual compensation, on any matter before the
ciovernmental bodv with which he has been associated for
one year aver ne ieaves TnaT r)oay.
Confidential Advice, 19-525
May 31, 2019
Page 4
65 Pa.C.S. § 1103(g) (Emphasis added).
The terms "represent," "person," and "governmental body with which a public
official or public employee is or has been associated" are specifically defined in 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
foll
owing: personal appearances, negotiations, lobbying and
su
t% bid or contract proposals which are signed by or
contain e 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
ywithin State government or a political
subdivision by whichthe 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 officiaVp`uY`icemployee himself,
Confidential Opinion, 93-005, as well as a new governmentalemployer. Ledebur,
Opinion 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 sigpedby or contain the name of
i the former public official/public al/public employee; (4) participating n 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
roposal, document, or bid, if submitted to or reviewed by the former governmental
ody, constitutes an attempt to influence the former governmental body. Section
11P("N 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. Shav, Opinion 91-012, However,
if such a pre-existing contract does not involve the uniTWK6re 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.
Opinion 95-011.
A former public official/public employee may assist in the preparation of any
documents presented to his former governmental gody. However, the former public
Confidential Advice, 19-525
Page 5
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
person regarding that person's appearance before his former governmental body. Once
again, however, the activity in pfh�is respect should not be revealed to the former
governmental body. The Vthics 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(,) only restricts the former public official/public employee with
regard to representation before his former governmental body. The former public
official/public 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 bad where the public official/public emloyee had influence or
control but extends to he entire body. See Legislative Journal of House, 1989
Session, No. 15 at 290, 291; Sirolli, Opinion 90-OK Sharp, Opinion 90-009-R.
The governmental body with which you would be deemed to have been
associated upon termination of Commonwealth employment would be the C in its
entirety, including but not limited to the B, Therefore, for the first the
following
termination of your Commonwealth employment, Section 1103(g) of , e Ethics Act
would apply and restrict "representation" of a "person" before the C.
You are advised that Section 11103(�) of the Ethics Act would not prohibit you
from accepting employment with: (1) F, or ( ) an H that currently does business or has
done business with the C, the 1, or other Commonwealth entity(ies). However, during
the first year following termination of your Commonwealth employment Section 1103(g)
of the Ethics Act would prohibit you from performing any job duty(ies) t6t would involve
prohibited representation before the C as set forth above.
With regard to Section 1103(a) of the Ethics Act, an advisory cannot provide a
ruling as to past conduct. You are genera I advised that the elements of a violation of
Section 1103(a) of the Ethics Act woV not be established as a result of your
prospectively entering into a business/employment relationship with an entity subject to
the conditions that you: (1) did not use the authority Of Your public position in matter(s)
pertaining to such entity when you had an actual or reasonable expectation that you
would enter into a businesslemployment arrangement with such entity or would
otherwise receive a private pecuniary benefit relating to such entity; and (2) did not
otherwise use the authority of your public position or confidential information received
as a result of being in your public position in furtherance of securing a
business/employment arrangement with such entity or other private pecuniary benefit
relating to such entity. Cf., Desmond, Opinion 08-004.
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 J.
Conclusion: As the A for the B in the C, you would be considered a public
officialtput employee and an "executive -level State employee" subject to the Public
Official and Employee Ethics Act Commission,
tEthics Act"), 65 Pa.C.S. § 110 et sag., and the
Reguations of the State Ethics 51 Pa. Code § 11.1 et se
c Upon
termination of your Commonwealth employment, you would become a former public
official/public employee and a former executive -level State employee subject to the
Confidential Advice, 19-525
May 31, 2019
Page 6
restrictions of Section 1103(g) and Section 1103(i) of the Ethics Act, 65 Pa.C.S. §
1103(g),1103(i), Under Sedfion1103(i) of the Ethics Act, you would not be prohibitsg
from being employed by, receiving compensation from, assisting, or acting in a
representative capacity for a business subject to the conditions that you did not actively
participate in recruiting such business to Pennsylvania, and that you did not actively
participate in inducing such business to open or expand a plant, facility, or branch in
Pennsylvania, through a grant or loan of money or a promise f a grant or loan of
money from the Commonwealth of Pennsylvania.
The governmentalbol with which you would- be deemed to have been
associated upon termination o)?your Commonwealth employment would be the C in its
entirety, including but not limited -to the B. For the first year following termination of your
Commonwealth employment, Section 11 03(g of the Ethics Act would apply and restrict
"re resentation" of a "person" before the �. The restrictions as to representation
outlined above must be followed.
Section 1103( of the Ethics Act would not prohibit you from accepting
employment with: (1) V; or (2) an H that currently does business or has done business
with the C, the 1, or other Commonwealth entit�(ies). However, during the first year
following termination of your Commonwealth employment, Section 11 03(g) of the Ethics
Act would prohibit you from performing any job duty(ies) that would involve prohibited
representation before the C as set forth above.
With regard to Section 1103(a) of the Ethics Act, an advisory cannot provide a
ruling as to past conduct. You are enera I advised that the elements of a violation of
Section 1103(a) of the EtI I would not be established as a result of your
prospectively entering into a business/employment relationship with an entity subject to
the conditions that you: (1) did not use the authority of your public position in matter(s)
pertaining to such entity when you had an actual or reasonable expectation that you
would enter into a business/employment arrangement with such entity or would
otherwise receive a private pecuniary benefit relating to such entity; and (2) did not
otherwise use the authority of your public position or confidential Normation received
as a result of being in your public position in furtherance of securing a
business/employment arrangement with such entity or other private pecuniary benefit
relating to such entity.
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, providers 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.
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 actually
received at the Commission within thirty (30) days of the dateof this
Advice pursuant to 59 Pa. Code § 73.2(h). The appeal may be
Confidential advice, 19- 2
May 312019
Page 7'
received at the Commission by handw delivery, United States mail,
delivery service, or by FAX transmission (717-787-0806). failure to
Me such an appeal at the Commission within thirty (30) days may
result in the dismissal of the appeal,
Sincerely,
19 w A
Robin M. Nlttle
Chief Counsel