HomeMy WebLinkAbout99-610 WalshSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 17108 -1470
(717) 783 -1610
1- 800 - 932 -0936
ADVICE OF COUNSEL
September 23, 1999
Dennis M. Walsh
Buchanan Ingersoll Professional Corporation
P.O. Box 12023
Harrisburg, PA 17108 -2023
99 -610
Re: Former Public Official /Public Employee; Section 1103(g); Executive -Level State
Employee; Section 1103(i); Secretary of Legislative Affairs; Office of the
Governor.
Dear Mr. Walsh:
This responds to your letters of August 18, 1999 and September 21, 1999 by
which you requested advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Act ( "Ethics Act ")
presents any restrictions upon employment of a Secretary of Legislative Affairs
following termination of service with the Office of the Governor.
Facts: On September 3, 1999, you resigned from the Office of the Governor as
Secretary of Legislative Affairs to accept a position as Government Affairs Specialist
with Buchanan Ingersoll Professional Corporation in Harrisburg, Pennsylvania, effective
September 7, 1999. As Secretary of Legislative Affairs, you reported to the Governor
and his chief of staff, assisted in the development of the Governor's legislative
program and communicated the Governor's views to the General Assembly. You also
arranged meetings with legislators and legislative leaders and participated in the
Administration's development of policies and budgets. The job of Secretary of
Legislative Affairs is cabinet -level position. You have enclosed a copy of the job
description for the position of Secretary of Legislative Affairs which is incorporated
herein by reference.
You seek advice on the restrictions that exist following termination of your
employment with the Office of the Governor.
Discussion: As Secretary of Legislative Affairs for the Office of the Governor,
you would be considered a public official /public employee and an "executive -level State
employee" subject to the Ethics Act and the Regulations of the State Ethics
Commission. See, 65 Pa.C.S. §1102; 51 Pa.Code §11.1.
Consequently, upon termination of public service, you would become a former
public official /public employee and a former executive -level State employee subject to
the restrictions of Section 1 103(g) and Section 1 103(i) of the Ethics Act.
FAX: (717) 787 -0806 • Web Site: www.ethics.state.pa.us • e -mail: ethics @state.pa.us
Walsh, 99 -610
September 23, 1999
Page 2
Section 1 103(i) restricts former executive -level State employees as follows:
Section 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 participates 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.S. §1103(i).
Section 1 103(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
Section 1103(i) apply even where the business relationship is indirect, such as where
the business in question is a client of the new employer, rather than the new employer
itself. See, Confidential Opinion No. 94 -011. However, Section 1103(i) would not
restrict you from being employed by, receiving compensation from, assisting, or acting
in a representative capacity for Buchanan Ingersoll Professional Corporation provided
and conditioned upon the assumptions that you did not actively participate in recruiting
Buchanan Ingersoll Professional Corporation to Pennsylvania, and that you did not
actively participate in recruiting or inducing Buchanan Ingersoll Professional
Corporation 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 to Buchanan Ingersoll Professional Corporation.
Unlike Section 1103(i), Section 1103(g) does not prohibit a former public
official /public employee from accepting a position of employment. However, 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 ":
Section 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
governmental body with which he has been associated for
one year after he leaves that body.
65 Pa.C.S. §1103(g) (Emphasis added).
Walsh, 99 -610
September 23, 1999
Page 3
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:
65 Pa.C.S. §1102.
Section 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, lobbying and
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.
"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.
The term "Person" is very broadly defined. It includes, inter alia, corporations
and other businesses. It also includes the former public employee himself, Confidential
Opinion 93 -005, as well as a new governmental employer. Ledebur, Opinion 95 -007.
The term "representation" 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 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; 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 on invoices submitted by his new employer to the former
governmental body, even though the invoices pertain to a contract that existed prior
to termination of public service, Shay, Opinion 91 -012. However, if such a pre- existing
contract does not involve the unit where the 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 -01 1.
A former public official /public employee may assist in the preparation of any
documents presented to his former governmental body. However, the public
official /public employee may not be identified on documents submitted to the former
governmental body. The public official /public employee may also counsel any person
Walsh, 99 -610
September 23, 1999
Page 4
regarding that person's appearance before his former governmental body. Once again,
however, 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 1 103(g) 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 body .where the public official /employee had influence or control
but extends to the entire body. See, Legislative Journal of House, 1989 Session, No.
15 at 290, 291; Sirolli, Opinion No. 90 -006; Sharp, Opinion 90- 009 -R.
The governmental body with which you would be associated upon termination
of public service would be the Office of Legislative Affairs and the Office of the
Governor. Therefore, for the first year after termination of your service with the Office
of the Governor, Section 1103(g) of the Ethics Act would apply and restrict
"representation" of "persons" before the Office of Legislative Affairs and the Office
of the Governor.
Regarding your question as to any restrictions that would apply to you, be
advised that the prohibitions set forth in Section 1 103(g) above must be observed.
Based upon the facts which have been submitted, this Advice has addressed the
applicability of Sections 1103(g) and 1 103(i) only. It is expressly assumed that there
has been no use of authority of office for a private pecuniary benefit as prohibited by
Section 1 103(a) of the Ethics Act. Further, you are advised that Sections 1 103(b) and
1103(c) of the Ethics Act 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
judgment 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 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.
Conclusion: Upon termination of service as Secretary of Legislative Affairs with
the Office of the Governor, you would become a former public official /public employee
and a former executive -level State employee subject to the restrictions of Section
1103(g) and Section 1103(i) of the Public Official and Employee Ethics Act ( "Ethics
Act "), Act 93 of 1998, Chapter 11. Under Section 1103(i) of the Ethics Act, you
would not be prohibited from being employed by, receiving compensation from,
assisting, or acting in a representative capacity for Buchanan Ingersoll Professional
Corporation based upon the assumptions that you did not actively participate in
recruiting Buchanan Ingersoll Professional Corporation to Pennsylvania, and that you
did not actively participate in recruiting or inducing Buchanan Ingersoll Professional
Corporation to open or expand a plant, facility, or branch in Pennsylvania through a
Walsh, 99 -610
September 23, 1999
Page 5
grant or loan of money or a promise of a grant or loan of money from the
Commonwealth of Pennsylvania. With regard to Section 1103(g), the restrictions as
outlined above must be followed. The former governmental body would be the Office
of Legislative Affairs and the Office of the Governor. The propriety of the proposed
conduct has only been addressed under the Ethics Act.
Further, should service be terminated, as outlined above, the Ethics Act would
require that a Statement of Financial Interests be filed by no later than May 1 of the
year after termination of service.
Pursuant to Section 1107(11), 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 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 thirty (30) days of the date of this Advice pursuant to 51
Pa. Code §13.2(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 thirty (30) days
may result in the dismissal of the appeal.
SS irtcerely,
Vincent J. , opko
Chief Counsel