HomeMy WebLinkAbout91-576 SolomonMr. Paul J. Solomon
R.D. #1 Box 282
Montoursville, PA 17754
Dear Mr. Solomon:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
September 9, 1991
91 -576
Re: Former Public Employee; Section 3(g); PennDOT; Civil
Engineer Manager - General; Soils Engineer.
This responds to your letter of August 2, 1991, in which you
requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law
presents any restrictions upon employment of a Soils Engineer
classified as a "Civil Engineer Manager - General" following
termination of service with the Commonwealth of Pennsylvania,
Department of Transportation.
Facts: Having retired from the Commonwealth of Pennsylvania,
Department of Transportation ( "PennDOT ") on June 28, 1991 to take
advantage of the early retirement window, you seek the advice of
the State Ethics Commission with regard to your prospective
employment opportunities. Upon your retirement, you had been the
District 3 -0 Soils Engineer for the past twenty -six years.
District 3 -0 covers nine counties: Bradford, Columbia, Lycoming,
Montour, Northumberland, Snyder, Sullivan, Tioga and Union. You
have been discussing employment opportunities with an engineering
consultant in the Williamsport area, who has done engineering
work for municipalities and for PennDOT. Many of these projects
have utilized funds from liquid fuel funds, federal programs, and
various state and local programs. You note that the firm
presently has an engineering agreement with PennDOT Districts 2 -0
and 5 -0 and intends to bid on a similar agreement with District
3 -0. Additionally, the engineering firm offers services to other
state and federal agencies.
You characterize your duties at PennDOT as including all
phases of subsurface -problems and/or design criteria which you
exemplify as including:
Mr. Paul J. Solomon
September 9, 1991
Page 2
1. Slope stability analysis, both cut and fill, both for
design and for monitoring, analyzing and correcting
existing slope problems.
2. Foundation analysis and design for various types of
bridges, box culverts, pipes, embankments, etc.
3. Analyzing ground water problems.
4. Analyzing mine subsidences, mining excavations
encountered and acid mine water problems.
5. Supervision of several drilling crews.
6. As the pavement engineer - recommending and reviewing
pavement designs and completing the annual HPMS update.
7. Trouble shooting compaction control when needed.
8. Writing reports on any of the above items.
9. Review of any of the above items submitted by
engineering consultants doing work for the Department
or local municipalities. However, except for reviewing
their geotechnical submissions you had no part in
selecting these firms, or monitoring any of their other
activities, or disbursement of funds to them. This is
the function of the consultant liaison unit within the
Department.
You request the guidance of this Commission on your
proposed activities with the engineering firm as a Geotechnical
Engineer. You specifically inquire as follows:
1. Whether you may market and offer your services to
PennDOT in other districts outside of District 3 -0?
2. The scope of your limitations in District 3 -0?
3. What, if any, limitations would be imposed upon
your working with municipalities that would utilize
Federal Highway Funds, state funds or liquid fuel funds
in District 3 -0 or outside of District 3 -0? and
4. Whether there would be any limitations on
offering your services to othet.state, federal or local
agencies in District 3 -0 or outside of District 3 -0?
Mr. Paul J. Solomon
September 9, 1991
Page 3
Copies of your most recent job description with
organizational chart and your job specification have been
obtained from PennDOT, all of which documents are incorporated
herein by reference. It is noted your job description and job
specification indicate your class title as a "Civil Engineer
Manager - General."
Discussion: As a Soils Engineer classified as a "Civil Engineer
Manager - General" for PennDOT, you are to be considered a
"public employee" within the definition of that term as set forth
in the Public Official and Employee Ethics Law and the
Regulations of this Commission. 65 P.S. Section 402; 51 Pa.
Code Section 1.1. This conclusion is based upon the job
description, which when reviewed on an objective basis, indicates
clearly that the power exists to take or recommend official
action of a non - ministerial nature with respect to contracting,
procurement, planning, inspecting, administering or monitoring
grants, leasing, regulating, auditing or other activities where
the economic impact is greater than de minimus on the interests
of another person.
Consequently, upon termination of public service, you would
become a "former public employee" subject to Section 3(g) of the
Public Official and Employee Ethics Law. Section 3(g) of the
Ethics Act provides that:
Section 3. Restricted activities.
(g) No former public official or public
employee shall represent a person, with
promised or actual compensation, on any
matter before the governmental body with
which he has been associated for one year
after he leaves that body.
Initially, to answer your request the governmental body with
which you were associated while working with PennDOT must be
identified. Then, the scope of the prohibitions associated with
the concept and term of "representation " must be reviewed.
The term "governmental body with which a public official or
public employee is or has been associated" is defined under the
Ethics Law as follows:
Section 2. Definitions.
"Governmental body with which a public
official or public employee is or has been
Mr. Paul J. Solomon
September 9, 1991
Page 4
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
official or employee is or has been appointed
or elected and subdivisions and offices
within that governmental body.
In applying the above definition to the instant matter, we
must conclude that the governmental body with which you were
associated upon termination of public service would be PennDOT,
including but not limited to District 3 -0. The above is based
upon the language of the Ethics Law, the legislative intent
(Legislative Journal of House, 1989 Session, No. 15 at 290, 291)
and the prior precedent of this Commission. Thus, in Sirolli,
Opinion 90 -006, the Commission found that a former Division
Director of the Department of Public Welfare (DPW) was not merely
restricted to the particular Division as was contended but was in
fact restricted to all of DPW regarding the one year
representation restriction. Similarly in Sharp, Opinion 90-009 -
R, it was determined that a former legislative assistant to a
state senator was not merely restricted to that particular
senator but to the entire Senate as his former governmental body.
Therefore, within the first year after termination of
service with PennDOT, Section 3(g) of the Ethics Law would apply
and restrict representation of persons or new employers vis -a -vis
PennDOT.
It is noted that Act 9 of 1989 significantly broadened the
definition of the term "governmental body with which a public
official or public employee is or has been associated." It was
the specific intent of the General Assembly to define the above
term so that it was not merely limited to the area where a public
official /employee had influence or control but extended to the
entire governmental body with which the public official /employee
was associated. The foregoing intent is reflected in the
legislative debate relative to the amendatory language for the
above term:
We sought to make particularly clear
that when we are prohibiting for 1 year that
revolving -door kind of conduct, we are
dealing not only with a particular
subdivision of an agency or a local
government but the .,.entire unit..."
Legislative Journal of House, 1989 Session,
No. 15 at 290, 291.
Mr. Paul J. Solomon
September 9, 1991
Page 5
Therefore, since the Ethics Law must be construed to
ascertain and effectuate the intent of the General Assembly under
1 Pa. C.S.A. 1901, it is clear that the governmental . body with
which you were associated is PennDOT, including but not limited
to District 3 -0.
Turning now to the scope of the restrictions under Section
3(g), the Ethics Law does not affect one's ability to appear
before agencies or entities other than with respect to the former
governmental body. Likewise, there is no general limitation on
the type of employment in which a person may engage, following
departure from their governmental body. It is noted, 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 governmental body.
In respect to the one year representation, the Ethics Law
defines "Represent" as follows:
Section 2. 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, lobbying
and submitting bid or contract proposals
which are signed by or contain the name of a
former public official or public employee.
In addition, the term "Person" is defined as follows under
the Ethics Law:
Section 2. Definitions.
"Person." A business, governmental
body, individual, corporation, union,
association, firm, partnership, committee,
club or -other organization or group of
persons.
The Commission, in Popovich, Opinion 89 -005, has also
Mr. Paul J. Solomon
September 9, 1991
Page 6
interpreted the term "representation" as used in Section 3(g) of
the Ethics Law to prohibit:
1. Personal appearances before the former governmental
body or bodies, including, but not limited to, negotiations or
renegotiations in general or as to contracts;
2. Attempts to influence;
3. Submission of bid or contract proposals which are
signed or contain the name of the former public
official /employee;
4. Participating in any matters before the former
governmental body as to acting on behalf of a person;
5. Lobbying, that is representing the interests of any
person or employer before the former governmental body in
relation to legislation, regulations, etc.
The Commission has also held that listing one's name as the
person who will provide technical assistance on such proposal,
document, or bid, if submitted to or reviewed by the former
governmental body constitutes an attempt to influence the former
governmental body. Therefore, within the first year after
termination of service, you should not engage in the type of
activity outlined above.
You may, assist in the preparation of any documents
presented to PennDOT so long as you are not identified as the
preparer. You may also counsel any person regarding that
person's appearance before PennDOT. Once again, however, the
activity in this respect should not be revealed to PennDOT. Of
course, any ban under the Ethics Law would not prohibit or
preclude the making of general informational inquiries of PennDOT
to secure information which is available to the general public.
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.
Thus, in response to your specific inquiries, the Ethics Law
would not prohibit your accepting prospective employment with the
engineering consultant. However, your conduct would be
restricted as set forth above. You could not engage in any
- conduct, including-but-not- limited - -to. marketing, which -would
constitute "representing" any person - including but not limited -
to the engineering firm - before your former governmental body.
The restrictions as applied to you would not be limited to
District 3 -0 but rather would encompass all of PennDOT. However,
Mr. Paul J. Solomon
September 9, 1991
Page 7
the restrictions would not extend beyond PennDOT to .
municipalities, federal or local agencies, or state agencies
other than PennDOT.
In addition, Sections 3(b) and 3(c) of the Ethics Law
provide in part that no person shall offer to a public
official /employee and no public official /employee shall solicit
or accept any thing of monetary value based upon the
understanding that the vote, official action, or judgement of the
public official /employee would be influenced thereby. Reference
is made to these provisions of the law not to imply that there
has or will be any transgression thereof but merely to provide a
complete response to the question presented.
Lastly, the propriety of the proposed conduct has only been
addressed under the Ethics Law; 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 Law. Specifically
not addressed herein is the applicability of the Governor's Code
of Conduct.
Conclusion: As a Soils Engineer classified as a "Civil Engineer
Manager - General "for the Commonwealth of Pennsylvania,
Department of Transportation ( "PennDOT "), you are to I3e
considered a "public employee" as defined in the Ethics Law.
Upon termination of service with PennDOT, you would become a
"former public employee" subject to Section 3(g) of the Ethics
Law. The former governmental body is PennDOT, including but not
limited to District 3 -0. The restrictions as to representation
outlined above must be followed. However, the restrictions of
Section 3(g) of the Ethics Law would not extend beyond your
former governmental body to municipalities, federal or local
agencies, or state agencies other than PennDOT. The propriety of
the proposed conduct has only been addressed under the Ethics
Law.
Further, should service be terminated, as outlined above,
the Ethics Law also requires that, a Statement of Financial
Interests be filed for the year following termination of service.
Pursuant to Section 7(11), 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.
Mr. Paul J. Solomon
September 9, 1991
Page 8
such.
This letter is a public record and will be made available as
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 in writing
and must be received at the Commission within 15 days of the date
of this Advice pursuant to 51 Pa. Code 52.12.
Sincerely,
Vincent J. Dopko
Chief Counsel