HomeMy WebLinkAbout91-005-R ConfidentialI. Issue:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
OPINION OF THE COMMISSION
Before: Robert W. Brown, Chair
Dennis C. Harrington, Vice Chair
James M. Howley
Daneen E. Reese
Roy W. Wilt
Austin M. Lee
DATE DECIDED: July 12, 1991
DATE MAILED: July 16, 1991
Re: Conflict, Public Employee, City Solicitor, City, Attorney on
Loan, Compensation, Salary Paid by Law Firm, Reconsideration
This opinion is issued in response to the timely requests
'•received by Esquire E, joined in by Esquire F and Esquire G for
reconsideration of Confidential Opinion 91 -005.
Whether this Commission should grant reconsideration of
Confidential Opinion 91 -005.
II. Factual Basis for Determination:
91 -005 -R
The city solicitor for the city of A and a member of the law firm
of B, jointly requested a confidential opinion as to the propriety of
the city's prospective utilization of attorneys on -loan from the law
firm for a period of time to handle some of the work load in the city
solicitor's department. Because of the existing financial crisis in
the City of A, the city solicitor has insufficient funds to hire the
number of lawyers needed to handle the city's legal work load to the
disadvantage of the city and its citizens. The law firm of B is
willing to send three of its associate lawyers to the city
solicitor's office for a period commencing immediately and ending on
September 30, 1991. The law firm does not have enough legal work,
commensurate with the experience and background of these associates,
July 12, 1991
Page 2
and therefore proposes to pay their compensation while they work in
the city solicitor's office. It was stated that such an arrangement
would in no way be contingent upon the associates working in that
latter capacity. All three associates would receive their full salary
and benefits from the law firm for the six -month period from April 1,
1991 through September 31, 1991, after which they would no longer work
for the city. The three lawyers possibly would be asked to return to
the law firm as of October 1, 1991 if there is appropriate work for
them at that time. The salaries of the three associate lawyers are
higher than the salary paid by the city solicitor's office to lawyers
of similar experience; however, there is no statute or rule which
specifies the level of salaries of lawyers in the city solicitor's
office. The law firm is presently performing no legal services for
the city; if such a situation would arise between the present time and
September 30, 1991, the city solicitor would insulate the three
associate lawyers from any contact with the matter. As to any
representation by the law firm of clients whose interests would be
adverse to the city or who would seek to do business with the city,
both the city solicitor and the law firm would make certain that the
three associate lawyers would be insulated from any conflict in such
matters.
Following due consideration of the request, we determined that
our prior precedent in Confidential Opinion 90 -014, wherein we held
that Section 3(e) of the Ethics Law barred an executive -on -loan to the
city wherein his salary would be paid by his corporate employer, was
controlling so that the instant loan program by the law firm of its
associates to the city solicitor's office would likewise be
- -prohibited. Confidential Opinion 91 -005.
In the timely reconsideration request of Esquire E, it is
suggested that this Commission was not presented with a full
description of the on -loan program. In particular, the three
associate attorneys were given a choice in working at various
public /private entities without any requirement that they work for the
city solicitor or any other city agency, that is, the continued
receipt of salary /benefits from the law firm was not contingent upon
working for the city. The on -loan program was set up for the
associates who were informed by the law firm that their
salaries /benefits would continue to be paid by the law firm through
October 31, 1991 while they worked at the city solicitor's office, I,
or other public /private entities acceptable to the law firm. The
associates were not told to accept employment with the city but were
merely advised that such was one of their options.
One associate set up a program wherein half of her time was spent
with a private non - profit entity relative to entity H and the other
half of her time was spent in the district attorney's office. The
foregoing program was selected by her and no one in the law firm
contacted the district attorney's office or had any
f
July 12, 1991
Page 3
discussions /negotiations regarding that program.
Following the issuance of Confidential Opinion 91 -005, the one
associate is now solely working for entity H since working for the
district attorney might be interpreted as being prohibited by the
foregoing opinion. The second associate, who had been working in the
city solicitor's office, is now working for I. The third associate,
who was neither compelled or urged to work for the City of A worked
for an on -loan program in City C where her husband works. The third
associate set up such a program and is working for firm D, a private
non- profit agency in City C.
In seeking a reversal of our ruling in Confidential Opinion;91-
005, it is argued that the associates' salaries were in no way
contingent upon accepting employment with the city solicitor's office
or other city agency. Since working for the city was just one of
several options, it is asserted that Section 3(e) is not implicated
because the "contingent" element of Section 3(e) is not present in the
instant matter.
As to Confidential Opinion 90 -014, it is argued that the opinion
is distinguishable as involving a situation of an executive -on -loan
from a corporation to the city in one particular appointed position
for the continuation of his salary. Contrariwise, it is suggested
that as to the law firm of B, there were no prior
discussions /negotiations with the district`attorney's office regarding
the possibility of working in that office.
Reconsideration is requested based upon the "non- contingent"
aspect of the acceptance of employment. Finally, it is suggested that
the on -loan program would provide a valuable contribution to the
people of City A and provide a valuable learning experience to, the
attorneys who would participate.
Esquire G in her timely reconsideration request asserts that
Section 3(e) is not implicated in the instant matter because the
employment is not contingent upon the assumption or acceptance of
public employment. The employment with the city was one of several
options offered by the law firm whereby the associates' salaries and
benefits would continue to be paid by the law firm. The continuation
of salary /benefits was at no time made contingent upon the acceptance
of employment with the City of A. Further, the associates . would not
work on projects involving the law firm of B. Likewise, upon return
to the law firm, the associate attorneys would be prohibited from
representing a client on-any matter with which they dealt while
working for the city. It is noted that the above arrangement is not
unique in that the city law department routinely hires consulting
lawyers for representation in a variety of matters. The conflict of
interest provisions which are applied to consulting lawyers would also
apply to the associate attorneys from the law firm of B. Finally,
July 12, 1991
Page 4
since the associate attorneys would be bound by the Rules of
Professional Responsibility and subject to an obligation of loyalty. to
. the city, it is argued that neither the letter nor spirit of Section
3(e) would be transgressed. Esquire G accordingly requests
reconsideration and a reversal of Confidential Opinion 91 -005
III. Discussion:
We have been asked to reconsider Confidential Opinion 91 -005.
This Commission may exercise broad discretion in determining whether
to grant or deny reconsideration , as long as such discretion is
exercised in a sound manner. Krane, Opinion 84- 001 -R; PSATS v. State
Ethics Commission, 92 Pa. Commw. Ct. 544, 499 A.2d 735 (1985).
The general law to be applied to this question is as follows:
Regulations of the State Ethics Commission:
Section 2.15 Reconsideration of opinions.
Any person may request within 15 days of
service of the opinion that the Commission
reconsider its opinion. The person requesting a
reconsideration should present a detailed
explanation setting forth the reasons why the
opinion requires consideration. 51 Pa. Code 2.15.
Based upon the additional facts that have been submitted, we
believe that material facts were not supplied in the original request.
- Accordingly, reconsideration of Confidential Opinion 91 -005 is
granted.
As previously noted, the solicitor for the city of A is a public
employee under the Ethics Law. In addition, the attorneys on -loan
from the law firm of B to the city would also be public employees
under the Ethics Law. Davis, Opinion 89 -012; Maunus & Thau v. SEC,
Pa. , 544 A.2d 1324 (1988).
Section 3(e) of the Ethics Law provides:
Section 3. Restricted activities.
(e)(1) No person shall solicit or accept a severance
payment or anything of monetary value contingent upon the
assumption or acceptance of public office or employment.
(2) This subsection shall not prohibit:
(i) Payments received pursuant to
an employment agreement in existence
prior to the time a person becomes a
July 12, 1991
Page 5
candidate or is notified by a member of
a transition team, a search committee
or a person with appointive power that
he is under consideration for public
office or makes application for public
employment.
(ii) Receipt of a salary, fees,
severance payment or proceeds resulting
from the sale of a person's interest in
a corporation, professional corporation,
partnership or other entity resulting
from termination or withdrawal therefrom
upon the assumption or acceptance of
public office or employment.
(3) Payments made or received pursuant to
paragraph (2)(i) and (ii) shall not be based on
the agreement, written or otherwise, that the vote
or official action of the prospective public
official or employee would be influenced thereby.
(4) This subsection shall not be applied
retroactively. 65 P.S. S403(e)(1).
In reviewing Section 3(e), we initially note that the
conduct of the one associate attorney who is on -loan from the law firm
to the City of C is not restricted by the above provision of law since
that particular associate is not a public employee and secondly the
out -of -state employment is not public under the Ethics Law.
We will therefore confine our commentary to the remaining two
associates, one of whom is working in the city solicitor's office but
is now working at entity I and the second of whom was working for
entity H and district attorney's office but now is exclusively working
with entity H.
As noted in Confidential Opinion 90 -014, the above section of the
Ethics Law restricts an individual from either accepting or
soliciting a severance payment or anything of value contingent upon
the acceptance of public employment. In the Confidential Opinion,
supra, we determined that Section 3(e) prohibited a city mayor from
utilizing an individual on loan from a corporate employer and
appointing that individual to a position with the city wherein the
individual's salary would be paid by the corporate employer. We
concluded that such an arrangement would be an acceptance or
assumption of public employment contingent upon the continuation of
the individual's salary from the corporate employer contrary to
Section 3(e) of the Ethics Law. In arriving at that determination, we
concluded that there were preexisting discussions and negotiations
July 12, 1991
Page 6
prior to the assumption or acceptance of public employment and that
the salary received by the individual from the corporate employer was
higher than that set by ordinance for the appointed individual in that
position.
The specific question before us is whether the proffered
additional facts warrant a different result from that in the
Confidential Opinion 90 -014 or whether we are bound to follow our
prior precedent in that Opinion, even with the additional proffered
facts.
Under the additional facts which have been submitted, we feel
that such activity as to these two associates would not be barred by
Section 3(e) of the Ethics Law. It has been stated that the
associates were not told either explicitly or implicitly that they
should accept employment with the City A. In addition, the associates
were informed by the law firm of B that their salaries would continue
with benefits through October 31, 1991 by working for either the city
solicitor's office, entity I or other public or private entities
acceptable to the firm. In such circumstances, we believe that the
operative element of Section 3(e), namely, that the acceptance of
public employment be "contingent" upon the receipt of anything of
value is lacking under these circumstances. It is clear that the
associates were given a series of options: working in the city
solicitor's office, the district attorney's office, which is a
separate elected office, or any other public or private entity
acceptable to the law firm. In actuality, one associate did split up
her time between the district attorney's office and entity H while the
-other attorney worked in the city solicitor's office until
Confidential Opinion 91 -005 was issued which caused him to work for
entity I.
Based upon the unique factual situation in this case, and in
particular the latitude allowed by the law firm as to the associate
lawyers to choose among various options for employment either in the
public and private sector and either in or out of state, we must
conclude that the "contingent" element of Section 3(e) of the Ethics
Act is not present in the instant matter. Accordingly, we conclude
that Section 3(e) of the Ethics Law would not bar such activities as
to these two associate lawyers.
Although the two associate attorney would be on -loan
to the city solicitor's office, the district attorney's office or
other city agency, the law firm is a business with which they are
associated as that term is defined under the Ethics Law. Accordingly,
the two associates attorneys would have a conflict as to any matters
involving the law firm and /or any clients of the firm. See Miller,
Opinion 89 -024. As a consequence, they could not participate or be
involved in any matter regarding the firm and /or clients and in such
instances, they would have to comply with the disclosure requirements
July 12, 1991
Page 7
of Section 3(j) of the Ethics Law which provides:
• Section 3. Restricted activities
(j) Where voting conflicts are not
otherwise addressed by the Constitution of
Pennsylvania or by any law, rule, regulation,
order or ordinance, the following procedure shall
be employed. Any public official or public
employee who in the discharge of his official
duties would be required to vote on a matter that
would result in a conflict of interest shall
abstain from voting and, prior to the vote being
taken, publicly announce and disclose the nature
of his interest, as a public record in a written
memorandum filed with the person responsible for
recording the minutes of the meeting at which the
vote is taken, provided that whenever a governing
body would be unable to take any action on a
matter before it because the number of members of
the body required to abstain from voting under the
provisions of this section makes the majority or
other legally required vote of approval
unattainable, then such members shall be permitted
to vote if disclosures are made as otherwise
provided herein. In the case of a three - member
governing body of a political subdivision, where
one member has abstained from voting as a result
of a conflict of interest, and the remaining two
members of the governing body have cast opposing
votes, the member who has abstained shall be
permitted to vote to break the tie vote if
disclosure is made as otherwise provided herein.
65 P.S. 5403(j).
Therefore, in the event that a conflict would arise, the two
associate attorneys would have to remove themselves and comply with
the disclosure requirements as noted above regarding notifying the
public employer as well as filing a written memorandum to that effect.
Parenthetically, since the two associate attorneys from the firm
would be working in public employment, it would be necessary for them
to file the Financial Interests Statements pursuant to the
requirements of Section 4(a) of the Ethics Law, 65 P.S. 404(a).
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
July 12, 1991
Page 8
addressed is the applicability of the Rules of Professional Conduct.
IV. Conclusion:
Under Section 3(e) of the Ethics Law, two associate attorneys
from a private law firm could be utilized by the city solicitor,
district attorney or other public entities for a period of time
wherein their salaries and benefits would be paid by their law firm .
since the acceptance of such employment would not be contingent upon
the solicitation or acceptance of anything of value.
The two associate attorneys would be considered public
employees subject to the filing requirements of the Financial
Interests Statements. In addition, the two associate attorneys would
have a conflict as to any matter involving the law firm or its clients
and would have to observe the disclosure requirements of Section 3(j)
of the Ethics Law. Lastly, the propriety of the proposed conduct has
only been addressed under the Ethics Law.
Confidential Opinion 91 -005 is vacated.
Pursuant to Section 7(10), the person who acts in good faith on
this opinion issued to him shall not be subject to criminal or civil
penalties for so acting provided the material facts are as stated in
the request.
This letter is a public record and will be made available as
such.
By the Commission,
Robert W. Brown,
Chair