HomeMy WebLinkAbout95-562 IlgenfritzWilliam R. Ilgenfritz
1608 Pebblebrook Lane
Harrisburg, PA 17110
Dear Mr. Ilgenfritz:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
May 3, 1995
95 -562
Re: Former Public Employee; Section 3(g); Section Chief;
Department of Public Welfare.
This responds to your letter of April 12, 1995, 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 section chief
following termination of service with the Office of Medical
Assistance Programs.
Facts: On April 21, 1995, you left your position as chief of the
Health Insuring Organization Section, Division of Capitation Policy
and Program Development, Bureau of Special Medical Assistance (MA)
Programs, Office of MA Programs, Department of Public Welfare (DPW)
for private employment with Keystone Health Plan Central
(Keystone). Your duties at DPW included oversight of the unit
monitoring the HealthPASS Program contract, which is DPW's
mandatory managed health care program for MA receipts operating in
South and West Philadelphia. With your letter, you included a job
description stating that you would have been responsible for the
HealthChoice program after it became operational and phased out
HealthPASS. HealthChoice and the'multiple HMO contracts associated
with it were not operational at the time of your departure. From
your understanding of the Ethics Law, you assume that you are not
permitted to contact the Office of MA Programs on behalf of
Keystone for one year. You also assume you may attend public
meetings provided you do not participate on behalf of Keystone.
You are not sure what restrictions apply to contacting other DPW
offices. You seek advice from the Commission under the Ethics Law
concerning any prohibition or restrictions on your employment with
Keystone following your state government service.
Discussion: As a section chief for the Office of MA Programs, you
Ilgenfritz, William R., 95 -562
May 3, 1995
Page 2
were 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. §402; 51 Pa. Code
§11.1. 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
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 the Office of MA
Programs 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 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 DPW. The
Ilgenfritz, William R., 95 -562
May 3, 1995
Page 3
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 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 the Office of MA Programs, Section 3(g) of the Ethics Law
would apply and restrict representation of persons or new employers
vis -a -vis DPW.
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.
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 DPW.
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
Ilgenfritz, William R., 95 -562
May 3, 1995
Page 4
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.
The Commission, in Popovich, Opinion 89 -005, has also
interpreted the term "representation" as used Jai 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 Shay, 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
Ilgenfritz, William R., 95-562
May 3, 1995
Page 5
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 DPW. However, you may not be identified on documents submitted
to DPW. You may also counsel any person regarding that person's
appearance before DPW. Once again, however, the activity in this
respect should not be revealed to DPW. Of course, any ban under
the Ethics Law would not prohibit or preclude the making of general
informational inquiries of DPW 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.
"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.
Turning to your concern about attending public meetings, the
Ethics Law would not prohibit your attendance provided you observe
the prohibition of representation as outlined above.
Furthermore, 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
Ilgenfritz, William R., 95 -562
May 3, 1995
Page 6
involve an interpretation of the Ethics Law.
Conclusion: As a section chief for the Office of MA Programs, you
were considered a "public employee" as defined in the Ethics Law.
Upon termination of service with the Office of MA. Programs, you
became a "former public employee" subject to Section 3(g) of the
Ethics Law. The former governmental body is DPW. 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, 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.
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 fifteen (15) days of the date
of this Advice pursuant to 51 Pa. Code 513.2(h). The appeal may
be received at the Commission by hand delivery, United States
mail, delivery service, or by FAX transmission (717- 787 - 0806).
Failure to file such an appeal at the Commission within fifteen
(15) days may result in the dismissal of the appeal.
cerely,
Vincent J\3 Dopko
Chief Counsel