HomeMy WebLinkAbout93-611 KlinedinstDear Mr. Klinedinst:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
October 15, 1993
Gerald N. Klinedinst
260 Mill Road
Chambersburg, PA 17201 93 -611
Re: Former Public Employee; Section 3(g); Assistant Maintenance
Manager; Department of Transportation.
This responds to your letters of September 17, 1993 and
September 29, 1993, 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 an Assistant
Maintenance Manager following termination of service with the
Commonwealth of Pennsylvania, Department of Transportation.
Facts: In your letter of September 17, 1993, you set forth your
employment history. You worked as a Construction Inspector for the
Commonwealth of Pennsylvania, Department of Transportation
( PennDOT) prior to September, 1978. You left state employment for
a short time and in July, 1979, you were rehired by PennDOT as an
Assistant Highway Maintenance Manager in York County. You
supervised four maintenance crews in the southwest quadrant of York
County. During this time, you were tested by the National
Institute for Certification of Engineering Technologists and were
certified as an Engineering Technician.
Pursuant to a request for clarification from this Commission
regarding your employment history and current employment status,
you telephoned on October 12, 1993 and provided the following
information:
1. June, 1962 - September, 1978 - You worked for PennDOT,
District 8 -0, Harrisburg.
2. July, 1979 - June, 1993 - You worked for PennDOT as an
Assistant Maintenance Manager, York County Maintenance.
Klinedinst, 93 -611
October 15, 1993
Page 2
3. August, 1993, you were hired by T.W. Consultants,
Incorporated as a consulting inspector, working for T.W.
Consultants under the PennDOT Construction Unit, District
8 -0, Harrisburg.
You retired from PennDOT in June, 1993 and are no longer
associated with PennDOT in any capacity whatsoever. In August,
1993, you were hired by T.W. Consultants to perform construction
inspections for the PennDOT Construction Unit, District 8 -0,
Harrisburg. Your work for T.W. Consultants is your only employment
at this time. While you initially described this position as
"part- time ", you confirmed that the position with T.W. Consultants
actually is a full -time, temporary position whereby you will
experience a winter lay -off and a spring rehiring. Based upon the
above, you request an advisory from the State Ethics Commission as
to the applicability of the Ethics Law to your current employment.
Discussion: It is initially noted that your request for advice may
only be addressed with regard to prospective conduct. A reading of
Sections 7(10) and 7(11) of the Ethics Law makes it clear that an
opinion or advice may be given only as to prospective (future)
conduct. If the activity in question has already occurred, the
Commission may not issue an opinion or advice but any person may
then submit a signed and sworn complaint which will be investigated
by the Commission if there are allegations of Ethics Law violations
by a person who is subject to the Ethics Law.
As an Assistant Maintenance Manager, York County Maintenance
for the Commonwealth of Pennsylvania, Department of Transportation
( "PennDOT "), you were 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. 5402; 51 Pa.
Code 511.1. 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 minimis on the interests of another person.
Consequently, upon termination of public service, you became
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
Klinedinst, 93 -611
October 15, 1993
Page 3
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
associated." The governmental body within
State government'or a political subdivision
by which the pnblie 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, it
must be concluded that the governmental body with which you were
associated upon termination of public service would be PennDOT in
its entirety, including but not limited to York County Maintenance.
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 in its entirety, including but not limited to York County
Maintenance.
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
Klinedinst, 93 -611
October 15, 1993
Page 4
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.
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 in its a tairety, including but not
limited to York County Maintenance.
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 restriction against such
"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.
Klinedinst, 93 -611
October 15, 1993
Page 5
The Commission, in Popovich, Opinion 89 -005, has also
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
by 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. In Shav, Opinion 91 -012, the Commission held
that Section 3(g) would prohibit 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 though the
invoices pertained to a contract which existed prior to termination
of public service. 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. However, you may not be identified on documents
submitted to PennDOT. 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.
In addition, the term "Person" is defined as follows under the
Ethics Law:
Section 2. Definitions.
Klinedinst, 93 -611
October 15, 1993
Page 6
"Person." A business, governmental body,
individual, corporation, union, association,
firm, partnership, committee, club or other
organization or group of persons.
In Confidential Opinion 93 -005, the Commission held that
Section 3(g) precludes a former public official /employee from
providing consulting services to his former governmental body for
a period of one year after termination of service in that the
prohibition against representing a person includes the former
public official /employee representing himself.
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 anything 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 been 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 an Assistant Maintenance Manager for the
Commonwealth of Pennsylvania, Department of Transportation
( "PennDOT "), you were a "public employee" as defined in the Ethics
Law. Upon termination of service with PennDOT, you became a
"former public employee" subject to Section 3(g) of the Ethics
Law. The former governmental body is PennDOT in its entirety,
including but not limited to York County Maintenance. The
restrictions as to representation outlined above must be followed.
The propriety of the proposed conduct has only been addressed under
the Ethics Law.
Further, since service has been 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
Klinedinst, 93 -611
October 15, 1993
Page 7
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 in writing and must be received at
the Commission within 15 days of the date of this Advice pursuant
to 51 Pa. Code %13.2(h).
incerely,
Vincent Dop o
Chief Counsel