HomeMy WebLinkAbout19-546 FrancoPHONE: 717-783-1610 STATE ETHICS COMMISSION FACSIMILE: 717-787-0806
TOLL FREE: 1-800-932-0936 FINANCE BUILDING WEBSITE: wwwetbics.raQuy
613 NORTH STREET, ROOM 309
HARRISBURG, PA 17120-0400
ADVICE OF COUNSEL
October 10, 2019
To the Requester:
Mr. Joseph M. Franco
Dear Mr. Franco:
19-546
This responds to your letter received SeNember 6, 2019, 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
PTTS. § 1101 et sseg,, would impose restrictions upon employment of a District Utility
Administrator folFowinOT termination of employment with the Pennsylvania Department of
Z Transportation ("Penn
Facts: You request an advisory from the Commission regarding the post-
empi yTent restrictions of the Ethics Act. You have submitted facts that may be fairly
summarized as follows.
On June 28, 2019, you retired from your employment as a District Utility
Administrator with PennDOT in Engineering District 9-0. You have submitted a copy of
your official Commonwealth position description, which document is incorporated herein
by reference. A copy of the job classification specifications for the position of District
Utility Administrator (job code 17385) has been obtained and is also incorporated herein
by reference.
You have been offered a position as a part-time Utility Coordinator with The
FADS Group (the "Firm"). The Firm giforms design, inspection, and support services,
and it serves as an engineer for the Pennsylvania Turnpike Commission, municipalities,
authorities, and private entities.
You seek guidance as to whether the Ethics Act would impose prohibitions or
restrictions upon you with regard to working as a Utility Coordinator for the Firm. In
particular, you pose the following questions:
(1) Whether you would be prohibited from performing work for PennDOT,
having your name appear on invoices submitted to PennDOT, or being
listed on a statement of interest for a PennDOT project;
(2) Whether you would be permitted to perform utility coordination and related
duties for existing contracts/agreements that the Firm has with the
Pennsylvania Turnpike Commission, municipalities, and authorities; and
R19 anco -546
ctog�r
10,2019
Page 2
(3) Whether your name could a ear in connection with the Firm's marketing
efforts in pursuit of contracts tar non-PennDOT projects,
Discussion: It is initial[ noted that pursuant to Sections 1107(10) and 11 07(l 1) of
the Ethics Act, 65 Pa.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 disc sed all of the material cts.
In the former capacity as a District Utility Administrator for PennDOT, you would
be considered a "public. employee" subject to the Ethics Act and the Regulations of the
State Ethics Commission. Zee, 65 Pa.C.S. § 1102; 51 Pa. Code § 11.1, This
conclusion is based upon iF6 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 became
a "former public employee" subject to Section 11 O3(g) of the Ethics Act.
While Section 1103(p) does not prohibit a former public official/public employee
from accepting a position o 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. --No former public
official or public employee shall represent a erson, with
promised or actual compensation, on any matter e are the
oovernmental body with which he has been associated for
one year after he leaves that body.
65 Pa.C.S. § 1103(g) (Emphasis added).
The terms "represent,'" "person," and "governmental body with which a public
official or public employee i� 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
following: personal appearances, negotiations, lobbyingand
submitting 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.
Franco, 19-546
MToTe-r 10, 2019
Page 3
"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 officia6 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 officiR—pub ric—employee himself,
Confidential Opinion, 93-005, as well as a new governmental employer. Ledebur,
0-p —in —io -n—M - 0 0 7 1
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 6 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 n invoices
b 'tte' by his
new employer to the former governmental
i ic O'ces submitted
u i m'
body, , he invoices pertain a contract
even t vo to -0 ! ct that existed prior to termination of service
hsuch go ern menta body.
d 6 h �a ,Opinion 91-012. However, if such a pre-existing
contract oe ot i vol y f
itd n involve the n I w re 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. Abrams/Webster,
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
person ing that person's appearance before his former governmental body. Once
again, regarding
the activity in this 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() only restricts the former public official/public employee with
regard to representation before his former governmental body. The former public
official/public employeeis 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 bol where the public official/public employee had influence or
control but extends to he entire body. See, Legislative Journal of House, 1989
Session, No. 15 at 290, 291* Sirolli Opinion 9-0-006; Sharp
1 0 _, Opinion 90-009-R.
The governmental body with which you are deemed to have been associated
upon termination of your employment with PennDOT is PennDOT in its entirety,
Franco, 19-646
CFct—oVer 10, 2019
Page 4
including but not limited to EnQineennq District 9-0. Therefore, for the first Year
following termination of our employment with Penn DOT, Section 1103 of the Ethics
Act would apply and restrict "representation" of a ",person" before Pennb&
You are advised that Section 1103(g) of the Ethics Act would not prohibit you
from accepting employment with the Firm. However, during the first year following
termination of your employment with PennDOT, Section 1103(g) of the Ethics Act would
prohibit you from engagin in any activity(ies) that would involve prohibited
representation before PennDOT as set forth above.
Your specific questions shall now be addressed.
In response to your first question, you are advised as follows.
I During the first ear following termination of your employment with PennDOT
Section 1103(g) of the ear
Act would prohibit you from performing work for PennDOf
unless vou would be able to do so without engagingin prohibited representation before
p
PennDOT as delineated above. Section 11.03(g) of the Ethics Act would prohibit you
from permitting your name to be listed on statements) of interest submitted to
PennDOT for PennDOT project(s) as such would necessarily involve prohibited
representation before PennDOT.
Generally, during the one-year period of applicability of Section 1103(g), your
name could not appear on invoices submitted to PennDOT by the Firm. However, it you
would perform work for the Firm on PennDOT contracts that existed before you
terminated your employment with PennDOT, and if such contracts would not involve the
11 'fi 11 Engineering District 9- , your
unit" of PennDOT where you formerly worker , s eci c:a
name could appear on routine invoices submitted to Penn ii I as to those articular
pre-existing contracts if required by the reyulations of PennDOT. See, AbramsNebster,
supra. However the foregoing is limited to the submission ofWAhg hours. erection
11 03(g of the Ethics Act would still prohibit you from engagingn conduct falling within
the Mit of prohibited representation before PennDOT forth above.
With regard to your second question, you are advised that Section 1103(g of the
Ethics Act would not prohibit you from performing utility coordination and relate duties
for existincontracts/agreements that the Firm would have with the Pennsylvania
Turnpike Commission, municipalities, or authorities subject to the condition that in
enga . nin such activity(ies), you would not engage in prohibited representation before
Re in Zi O).
In response to your third question, you are advised that Section 1103(g) of the
Ethics Act would not prohibit you from permitting your name to appear in connection
with the Firm's marketing efforts in pursuit of contracts for non-PennDOT projects as i
long as in so doing, you would not engage n prohibited representation before
PennDOT.
Based upon the facts that have been submitted, this Advice has addressed the
applicability of Section 1103(g) only. It is expressly assumed that there has been no
use of authority of office or employment, or confidential information received by bein? in
the public Rosition, for a private pecuniary benefit as rohibited by Section 1 of
the Ethics ct. Further, you are advised that Sections F1103(b) and 1103(c of the Ethics
Act provide in part that no person shall offer or give to a public official lic employee
and no public official/public employee shall solicit or accept anything orimonetary value
based up
on the understanding that the vote,, official action, or judgment of the public
official/public employee woul 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.
Fran, 19-546
�r 10, 2019
Page 5
Lastly the propriety of the proposed conduct has only been addressed under the
Ethics Act; tke 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: In the former capacity as a District Utility Administrator for the
Pennsylvania Department of Transportation ("`PennDOT"), you would be considered a.
"'public employee" subject to the Public Official and Employee Ethics Act ("Ethics Act"),
65 Pa.C.S. 1101 et sect., and the Regulations of the State Ethics Commission 51 Pa.
Code § 11. et a, eq pan termination of your employment with PennDOT, you became
a '"former pudic employee'" subject to Section 1 9) of the Ethics Act. The former
governmental body is PennDOT in its entirety, inclu ing but not limited to Engineenng
District 9-0. For the first year followingg termination of your employment with PennDOT,
Section 1103(gg) of the Ethics Act would apply and restrict "representation" of a "person"
before PennMT. 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.
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 actuall
received at the Commission within thirty (30) days of the date
Advice ursuant to 51 Pa. Code § f3.2(h). The appeal may be
receivedpat the Commission by handdelivery, 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,
�4. —.�-
Robin M. Hittie
Chief Counsel