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HomeMy WebLinkAbout660 BrownMr. Larry B. Brown 506 West Chestnut Street Lancaster, PA 17603 Re: 86 -115 -C Dear Mr. Brown: STATE ETHICS COMMISSION 308 FINANCE BUILDING HARRISBURG, PENNSYLVANIA 17120 ORDER OF THE COMMISSION ORDER NO. 660 DATE DECIDED: August 18. 1 DATE MAILED: September 22, 1988 The State Ethics Commission has received a complaint regarding you and a possible violation of Act 170 of 1978. The Commission has now completed its investigation. The individual allegations, conclusions, and findings on which those conclusions are based are as follows: T. Allegation: That you, former employee of the City of Harrisburg, violated Section 3(e) of the Ethics Act which prohibits a former public official or public employee from representing a person with or without compensation, on any matter before the governmental body with which he has been associated for one year after he leaves that body, in that within one week of resigning from the City's Office of Minority Business Enterprise, you obtained contracts from the City for c eaning and sealing abandoned city houses; and, that you violated Faction 4(a) which requires that public employees file a statement o financial interests with the governing authority of the political subdivision by which he is employed no later than May 1 of each year that he holds such a position and of the year after he leaves such a position. A. Finding : 1. You were employed by the City of Harrisburg in the Office of Minority Business Enterprise as a Construction Specialist from February 11, 1985 to December 2, 1985. As a public employee you were subject to the provisions of the State Ethics Act. 2. £lformation disclosed that Office of Minority Business Enterprise (OMBE) was created in October, 1984 by Executive Order of Harrisburg Mayor Stephen Reed. OMBE was made a branch of the Department of Cormunity Eind Economic Development. Mr. Larry B. Brown Page 2 a. OMBE received a five year federal grant, and staff began working in March of 1985. b. OMBE duties included certifying women and minority businesses and assisting these enterprises in securing contracts. 3. City of Harrisburg Department of Personnel provided a job description for the position of Construction Specialist which disclosed that the position is a combination of field and office work to assist Minority Business Enterprises (MBE's) in becoming highly competitive bidders and successful responders to procurement processes. a. Examples of Duties: For properties to be rehabilitated, assist MBEs in identifying by inspection and /or reading and accurate interpretation of plans and specifications, those deficiencies which will have to be corrected. Drafts detailed and accurate specifications to correct deficiencies for MBEs. Prepares realistic costs estimates to be used by MBEs in bidding. - Assist award winning MBEs in preparation of draw schedules. Insures MBEs proposals rationale construction management and payment schedules. - Performs final walk through tours with all interested parties at contract signing to insure a total understanding of specifications. - Monitors construction work in progress to insure adherence to specifications. In the event work is not in keeping with specifications advises MBEs on issues and enforcement of Field Correction Notices. Inspects property to confirm satisfactory completion of work; advises and insures that requests for payment by MBEs are in accordance with the draw schedule and items and conditions of agreements executed. ;`r. Larry B. Brown ' ; tee 3 - Advises MBEs on preparation of change orders. - For new construction perform all applicable skills as required above for rehabilitation. 4. E1ana Morgan, Director of the Office of Minority Business Enterprise, provided the following information: a. One of your duties was to teach minority businesses to become competitive bidders with regard to City contracts. b. You were contracts federally programs. c. Counselor you would to encourage minority firms to bid on city and provided them with information regarding funded rehabilitation and clean and rec1 Too was one of the minority business firms have had to work with in your position. d. She had no first hand knowledge of your spending excessive time with Counselor Too bids, but staff members did tell her that you were working on Counselor Too bids. e. You were friendly with Horace Morancie, Department of Community Economic Development Executive Director, but she had no knowledge of Morancie passing DCED estimates of housing rehabilitation projects to you. f. She believed that your conscientious approach to work was the reason you spent extra time on Counselor Too bids. She also believed that your expertise with the rehabilitation program would enable you to figure out approximately what the bid would be on any given project. Your estimates would be based on your experience and information concerning cost factors that you may have gained from prior bid submissions. g. No minority contractors complained to her in regards to their receiving unequal treatment by you when receiving assistance in preparing bids for city contracts. 5. The City of Harrisburg, through the Department of Community Economic Development (DCED), provides grants for home repairs for those in low to moderate income groups. a. The neighborhood rehabilitation grants are obtained through the federally funded Community Development Block Grant program. Mr. Larry B. Brown Page 4 b. c. Grants are provided on $20,000. 6. The following procedures are followed by grants for housing rehabilitation. a. Homeowners submit applications. eligibility requirements are then intake interview. Grants are made available to city residents whose income does not exceed certain limits. a sliding scale not to exceed DCED when awarding Applicants meeting scheduled for an b. Rehabilitation specialists prepare a work write -up of repairs needed and an internal cost estimate. c. The City DCED then advertises a list of properties to be rehabilitated and requests that an itemized bid be submitted for costs of repairs. d. Bids submitted are compared to DCED's internal cost estimate. The bid closest to the DCED estimate is awarded the contract. e. Rehabilitation contracts are signed between DCED and the homeowner and the homeowner and contractor before work begins. f. All contracts contain a completion deadline once an order to proceed is issued. If not completed by the deadline, the contractor is penalized daily. Payments are made to the contractor after an inspection is made by a DCED rehabilitation specialist. 7. Records obtained from OMBE disclosed the following regarding Counselor Too: a. April 18, 1984 - Patricia Hoffman, Counselor Too President, submitted a Product and Services Inventory to OMBE identifying the firm as owned by minority group members. The firm listed professional services as services available. The form did not list construction - rehabilitation services. b. June 24, 1985 - Application for certification of Women and Iinority Business Enterprise form noted the firm was started in 1984 as a general contractor and management consultant. Owners identified were Patricia Hoffman with 40% of the stock and G.N. Miller with 7% Mr. Larry B. Brown Page 5 c. July 15, 1985 - Evaluation form recommending suspending approval due to 53% of stock not accounted for, and consistency of job titles and responsibilities. d. August 14, 1985 - Evaluation form recommending suspending approval pending clarification of stock distribution. e. August 29, 1985 - Stock transfer ledger received by Linda Walker, OMBE from Patricia Hoffman, identifying that in March, 1984 Hoffman purchased 200 shares for $400. f. November 14, 1985 - Evaluation from approving Counselor Too as a minority business enterprise because 52% of the stock held by minorities, remaining stock apparently not distributed. 8. Pennsylvania Bureau of Corporation records disclose that Counselor Too, Incorporated, 118 North 17th Street, Harrisburg, Pennsylvania was incorporated on October 19, 1979 as a social club and entertainment center. Two hundred shares of no par value stock was issued. The lone incorporator was Ottis Nash. 9. DCED records disclose that twenty -five (25) neighborhood rehabilitation grant contracts were entered into with Counselor Too. Twenty of those contracts were entered into after you began employment with Counselor Too. Those properties along with contract amount, date of proceed order and completion date are as follows: Contract Property Amount 320 S. 15th St. $12,110 414 Muench St. $14,675 1729 Catenation St. $13,145 of the stock. 53% of the stock was outstanding. Officers identified were Patricia Hoffman, President and Gary N. Miller, Treasurer. Other stockholders identified as Gary Miller, Arlene Prentius and D. Wright. Attached was an undated document transferring ownership of Counselor Too to Hoffman from Ottis Nash for a .sum of $400. Date of Contract 12/15/85 12/6/85 12/9/85 Proceed Order 11/12/85 12/17/85 12/17/85 Completion 9/8/86 9/3/86 :3/20/86 Mr. Larry B. Brown Page 6 Property 1209 Bailey St. 1209 Carnation St. 1610 Wayne St. 87 N. 17th St. 1937 Mulberry St. 1154 Mulberry St. 2037 N. 4th St. 1808 Holly St. 2701 N. 6th St. 925 Grand St. 2215 N. 4th St. 1507 N. 6th St. 1929 Boas St. 2644 N. 5th St. 652 Emerald St. 2343 Logan St. 630 Harris St. Contract Amount $23,275 $ 9,600 $ 9,235 $14,705 $ 8,885 $14,545 $10,840 $ 9,900 $ 7,075 $12,007 $11,835 $11,090 $14,985 $ 8,045 $10,800 $ 8,515 $ 9,235 Date of Contract 12/10/85 12/12/85 12/12/85 12/13/85 12/16/85 12/30/85 12/31/85 1/15/86 1/21/86 1/23/86 1/29/86 1/30/86 2/6/86 7/30/86 8/1/86 2/24/86 Not executed Proceed Order 1/13/86 1/16/86 11/18/85 11/17/85 1/8/86 2/12/86 2/14/86 1/2/86 2/18/86 1/30/86 2/18/86 2/18/86 6/1/86 None None None None Completion Incomplete 6/18/86 5/8/86 5/23/86 5/7/86 Terminated 8/6/86 8/18/86 8/6/86 Terminated 8/18/86 7/11/86 Incomplete Incomplete Incomplete Incomplete Incomplete b. Review of DCED files for each of the above properties confirmed that DCED estimates for rehabilitation costs were completed while you were still employed as Construction Specialist for OMBE. c. Bid openings for the awarding of rehabilitation contracts occurred on November 5, 1985, November 12, 1985, November 19, 1985 and November 21, 1985. d. A review of all bids for the above listed period disclosed that where Counselor Too was the successful bidder, other bidders were significantly higher Mr. Larry B. Brown Page 7 usually from $1,000 to $9,000. In cases where Counselor Too was not the low bidder C.T. bids were significantly higher. Counselor Too was the only contractor to submit bids lower than DCED estimates. 10. Information obtained from City of Harrisburg, Department of Community and Economic Development regarding the property at 1154 Mulberry Street disclosed: -a. April 22, 1985 - DCED estimated the costs to rehabilitate at $11,530. b. November 19, 1985 - bids for rehabilitation were opened. Counselor Too was low bidder at $12,215. The next lowest bid was $13,425. Counselor Too bid signed by Patricia Hoffman. c. December 30, 1985 - The contractor /homeowner rehabilitation agreement was signed by you as Executive Assistant for the contractor. d. March 18, 1986 - Change orders were submitted increasing the contract price to $14,545.00. You signed the change order form for the contractor. e. April 9, 1986 - you initialled receipt for stage payment. f. September 22, 1986 - the DCED terminated the Counselor Too contract because of poor quality work and failure to complete work in a timely manner. 11. DCED records regarding the rehabilitation of the property located at 1209 Bailey Street disclosed: a. August 22, 1985 - DCED estimated the rehabilitation costs at $21,225. b. November 5, 1985 - bids were opened. Counselor Too was low bidder at $14,822. Other bids .varied between 26,965 and 29,760. c. December 10, 1985 - Contractor /homeowner rehabilitation agreement was signed by you as Executive Assistant for Counselor Too. d. February 14, 1986 - you received payment of $13,965 for Counselor Too. Mr. Larry B. Brown Page 8 12. DCED records regarding the rehabilitation of property located at 1709 Carnation Street disclosed: a. March 27, 1985 - DCED completed estimates for rehabilitation costs at $12,729. b. October 17, 1985 - bids specifications were sent to contractors. c. November 5, 1985 - bids were opened. Counselor Too was low bidder at $12,900. Other bids varied between $13,505 to $15,714. d. The contractor /homeowner agreement was signed on December 12, 1985 by Patricia Hoffman for Counselor Too. 13. DCED records regarding the rehabilitation of the property at 1729 Carnation Street disclosed: a. January 16, 1985 - DCED estimated the rehabilitation costs at $11,476. That figure was increased to $11,971 on October 23, 1985. b. January 24, 1985 - Counselor submitted an estimate of $13,530. c. November 12, 1985 - Bid opening. Counselor Too was the low bidder. Other bids were $14,385 and $-16,421. d. Contractor /homeowner rehabilitation agreement was signed by Larry Brown for Counselor Too. 14. DCED records regarding property at 1610 Wayne Street disclosed: a. February 14, 1985 - DCED estimated rehabilitation costs at $9,559. b. Bids were opened on November 12, 1985. Counselor Too was low bidder at $9,235. Other bids were $9,515 to $15,812. 15. DCED records disclosed the following relative to the rehabilitation of the property at 87 N. 17th Street: a. March 18, 1985 - DCED estimated rehabilitation costs at $16,430. Mr. Larry B. Brown Page 9 b. October 8, 1985 - bids specifications sent to contractors. c. November 5, 1985 bid opening held. Counselor Too was low bidder at $14,832. Bid changed to $21,995. Other bids were $24,227 and $24,945. d. December 13, 1985 - you signed the contractor /homeowner agreement as Executive Assistant for Counselor Too. February 14, 1986 - you received stage payment in an amount of $5,882. 16. DCED records disclosed the following regarding the rehabilitation of property at 2037 North Fourth Street: a. On March 8, 1985 - DCED estimated rehabilitation costs at $10,735. b. November 19, 1985 - bid opening. Counselor Too low bid at $9,880. Other bids were $12,210 and $13,490. c. December 31, 1985 - you signed the contractor /homeowner rehabilitation agreement. 17. DCED records confirmed the following regarding the rehabilitation of property located at 925 Grand Street: a. April 15, 1985 - DCED estimated rehabilitation costs at $10,542. b. November 19, 1985 - Bid opening held. Counselor Too low bid at $10,185. Other bids ranged from $10,900 to $13,300. c. January 23, 1986 - You signed the contractor /homeowner rehabilitation agreement as Executive Assistant. 18. DCED records confirmed the following regarding the rehabilitation of property at 1937 Mulberry Street. a. January 28, 1985 - DCED estimates rehabilitation costs at $8,250. b. November 12, 1985 - bid opening held. Counselor Too low bid at $8,885. Other bids $9,741 and $9,965. c. December 16, 1985 - Contractor /homeowner rehabilitation agreement signed by Patricia Hoffman. Mr. Larry B. Brown Page 10 d. March 13, 1986 - You signed a change order increasing the contract price by $2,300. e. You signed for and received final payment. 19. DCED records disclosed the following relative to the rehabilitation of the property located at 2215 North Fourth Street: a. November 18, 1985 - DCED estimates rehabilitation costs at $14,738. April 17, 1985 - Original estimate was $13,115. b. November 21, 1985 bid opening held. Counselor Too low bidder at $13,890. The other bids were $15,550 to $17,239. C. January 29, 1986 - You signed the contract /homeowner rehabilitation agreement as Counselor Too Executive Assistant. d. April 21, 1986 - Change order submitted by Counselor Too in an amount of $1,425. e. May 12, 1986 - Change order submitted by Counselor Too in an amount of $335. 20. DCED records disclosed the following regarding the rehabilitation of property located at 1507 North Sixth Street: a. March 6, 1985 - DCED estimates repair costs at $10,468. b. November 18, 1985 - DCED revises repair estimates to $12,562. c. March 26, 1985 - Counselor submits bid of $10,890.00. 21. DCED records disclosed the following information relative to the rehabilitation of property located at 414 Muench Street: a. December 23, 1984 - DCED estimates rehabilitation costs at $11,938. b. November 1, 1985 - DCED increase estimate to $14,325. c. September 27, 1985 - bid specifications mailed to contractors. Mr. Larry B. B.'own Page 11 d. November 5, 1985 - bid opening. Counselor Too low bidder at $14,200. Other bidders were $17,489 and $17,940. Counselor Too bid was not dated. e. December 6, 1985 - You signed contractor /homeowner rehabilitation agreement as Executive Assistant for Counselor Too. f. March 18, 1986 - You signed change order No. 1 increasing costs by $430.00. g. May 13, 1986 - Change order No. 2 increasing costs by $45.00. 22. DCED records disclosed the following regarding the rehabilitation of property located at 1808 Holly Street. a. March 27, 1985 - DCED estimates rehabilitation costs at $8,330. b. November 12, 1985 - bid opening. Counselor Too low bid of $9,715. Other bids ranged from $9,950 to $12,644. c. January 15, 1986 - you signed the contractor /homeowner rehabilitation agreement as Counselor Too Executive Assistant. d. April 9, 1986 - you signed a change order increasing costs by $185.00. e. April 18, 1986 - you received stage payment of $4,320 23. DCED records disclosed the following relative to the rehabilitation of property at 2701 North Sixth Street: a. DCED estimates rehabilitation costs at $15,217.00 b. November 19, 1985 - bid opening. Counselor Too low bid of $17,285. Other bids ranged from $17,968 to $25,160. c. January 21, 1986 - you signed the contractor /homeowner rehabilitation agreement as Counselor Too Executive Assistant. d. November 19, 1985 - bid opening. Counselor Too awarded the bid. Other bids ranged from $12,200 to $15,956. e. January 30, 1986 - You signed the Contractor /he_eowner rehabilitation agreement as Executive Assist:nt for Counselor Too. Mr. Larry B. Brown Page 12 24. DCED records disclosed the following regarding the rehabilitation of the property at 1929 Boas Street: a. March 18, 1985 - DCED estimates rehabilitation costs at $17,922. b. June 12, 1985 - Counselor Too submits bid of $16,280.00. 19, 1985 - bid opening. Counselor Too awarded Other bids ranged from $19,835 to $24,927. 31, 1986 - Counselor Too revises bid to $14,985.00. e. February 6, 1986 - You signed the contractor /homeowner rehabilitation agreement as Executive Assistant for Counselor Too. -c. November the bid. d. January 25. DCED records disclosed the following regarding the rehabilitation of property located at 320 South 15th Street: a. March 22, 1985 - DCED estimates rehabilitation costs as $14,955. b. August 26, 1985 - DCED costs estimate revised to $17,944. c. March 29, 1985 - Counselor Too submits bid of $11,560.00 bid unsigned. d. November 12, 1985 - Bid opening. Counselor Too low bidder. Other bids were $14,863 and $16,390. e. December 4, 1985 - Contracts signed. Contractor /homeowner agreement signed by Patricia Hoffman. f. March 20, 1986 - You received stage payment in an amount of $4,600. 26. DCED records disclose the following regarding the rehabilitation of property located at 2644 North Fifth Street: a. April 16, 1985 - DCED estimates rehabilitation cost at $10,185. b. April 17, 1985 - bid specifications submitted by contractors. Counselor Too - $10,800. Others $10,850 and $11,559. Mr. Larry B. Brown Page 13 c. November 12, 1985 - bid awarded to Counselor Too. d. August 7, 1986 - rehabilitation agreement signed by Patricia Hoffman. 27. An OMBE construction specialist advised as follows: a. He worked as a construction specialist during the period in 1985 when Counselor Too was awarded most of the city contracts. b. He never observed you favoring Counselor Too in regard to city contracts. Prior to you terminating city employment, he accompanied you to the offices of Counselor Too where you then had a closed door meeting with Patricia Hoffman for approximately 20 to 30 minutes. You never explained the purpose of that meeting. 28. DCED employee associated with the Community Development Block Grant Program advised as follows: a. The City maintained a list of qualified bidders for all contracts awarded. These bidders also had to meet certain minimum criteria. Counselor Too was not on the list of qualified bidders and should not have been permitted to bid on any projects. She was concerned because she had no back -up information available on Counselor Too. b. The first round of bidding for properties to be rehabilitated occurred in the latter part of 1985, probably November or December. Counselor Too was one of the firms bidding, even though they were not on the list of approved bidders. DCED Director, Horace Morancie, was informed of that fact, however, Morancie said he would take care of the matter. c. During this first bid opening, Counselor Too was the low bidder on most projects. None of their bids were itemized which should have eliminated the bids from consideration. Instead, Horace Morancie took the bid sheets and returned them to Counselor Too. It was believed that Morancie gave Counselor Too twenty -four hours to itemize the bids. This was never done for any of the other bidders. The bid simply would have not been considered. Mr. Larry B. Brown Page 14 d. During that time, she went to your office in the Office of Minority Business, to discuss something about bid procedures. At that time, she observed that you were itemizing Counselor Too bids. She told you if you were submitting bids for Counselor Too, not to use pencil. e. Subsequently, she observed you going through project files which were located between the DCED and OMBE offices. Information contained in those files included DCED's estimates of costs to repair /rehab homes. Knowledge of DCED's estimates would be of great help to contractors wanting to obtain city projects. f. Counselor Too was the low bidder on most rehabilitation projects awarded. In many cases, Counselor Too's bids were very close to DCED estimates. Counselor Too consistently failed to itemize or correctly add its estimates, which should have disqualified the bid. Horace Morancie would never disqualify Counselor Too. g. You and Morancie had frequent meetings, usually in private. Some of these meetings included Patricia Hoffman and Gary Miller from Counselor Too. 29. A secretary in the DCED advised as follows: a. During the fall of 1985, while still a city employee, you increased your contact with Horace Morancie, and you were a frequent visitor in Morancie's office. b. Morancie did not normally meet with other contractors, but his office was frequently visited by Patricia Hoffman and Gary Miller of Counselor Too. c. In the fall of 1985, she opened mail addressed to Morancie from Caribbean Travel, a New York City based travel agency. A bill was contained for airline tickets to Jamaica for Patricia Hoffman and Gary Miller. d. There were other travel related bills which included literature for Morancie, Hoffman, Miller and you to travel to Trinidad. Morancie did travel to Trinidad for two to three weeks in February, 1986. 30. City of Harrisburg, Department of Personnel records disclose that you filed a Statement of Financial Interests on April 26, 1985 for the 1984 calendar year. Mr., Larry B. Brown Page 15 a. Records failed to disclose any filing for you for the 1985 calendar year. 31. You provided the following information to a State Ethics Commission investigator: a. You were employed by the Office of Minority Business Enterprise as a construction specialist from February to December, 1985. b. Within one week of leaving city employment, you began working for Counselor Too as an Executive Assistant a;: the same salary you were paid while employed by the City. c. Your duties as a construction specialist with the .;ity were to help minority contractors bid on city contracts. d. You helped Counselor Too and other minority contractors complete city documents, and you tried to teach them the bidding process. e. You denied ever completing bid sheets for Counselor Too while a city employee. You also denied any knowledge of DCED Executive Director, Horace Morancie giving Counselor Too additional time to complete a bid sheet and then passing the bid sheets to you for completion. f. While still a city employee, you admitted to having closed door conversations with Morancie and Patricia Hoffman of Counselor Too. The substance of these conversations was the possibility of you obtaining employment with Counselor Too. You eventually took the job with Counselor Too at the same rate of pay and felt it was a lateral move. Your duties as Executive Assistant were to supervise the various rehabilitation projects. g. You admit that Counselor Too initially was not on approved bidders lists approved by the City. You stated that this was not a particular problem for any minority firm. h. You denied participating in any bid rigging as a City of Harrisburg employee or while employed by Counselor Too. Mr. Larry B. Brown Page 16 i. You specifically denied as a City employee going through records of city inspectors regarding individual property rehabilitation estimates and bids. You denied passing confidential information during closed door meetings to Hoffman and Morancie. The confidential records, i.e. rehabilitation costs estimates and bids, were kept in an area between the DCED office and OMBE office and were easily accessible to anyone working in either office. On most mornings, the inspection reports were laying on an open table for use by city employees. k. In June, 1986, you travelled to Montego Bay, Jamaica to vacation at a villa owned by Patricia Hoffman and Gary Miller. You were accompanied by DCED Executive Director Horace Morancie and Janet McLeod. McLeod was to do some consulting work for Counselor Too, but in reality, she was a girlfriend of Morancie. He went on other trips on 1986. 1. At about this time, Morancie seemed to be in control of Counselor Too. You observed Morancie in the Counselor Too Offices going through Counselor Too records. You asked what was going on, but was told it was none of your business. You also learned that Morancie was going to get a $50,000 consulting contract from Counselor Too for work on a planned housing project in Jamaica. You observed the contract but are unaware if Morancie was ever paid. m. Prior to travelling on trips to Jamaica in 1986, you were given sealed envelopes to deliver to either Hoffman or Miller by Lethie Miller and Aileen Stanton. You delivered the contents of these envelopes. j B. Discussion: As a construction specialist in the Office of Minority Business Enterprise (OMBE) in the Department of Community and Economic Development (DCED) in the City of Harrisburg, you were a public employee and as such, your conduct is subject to the provisions of the Ethics Act. 65 P.S. §402; 51 Pa. Code §1.1. Upon the termination of your service on December 2, 1985, you became a former public employee as that term is defined under the Ethics Act. 65 P.S. 5402. Section 3(e) of the Ethics Act provides: Mr. Larry B. Brow Page 17 Section 3. Restricted activities. (e) No former official or public employee shall represent a person, with or without compensation, on any matter before the governmental body with which he has been associated for one year after he leaves that body. 65 P.S. §403. ° The intent of the above quoted provision of 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 public employer. See Anderson, Opinion 83 -014; Zwikl, Opinion 85 -004. In this case, your governmental body would be DCED which would include OMBE. In respect to the one year representation this Commission has promulgated regulations to define "representation" as follows: Section 1.1 Definitions. Representation - -- Any act on behalf of any person including but not limited to the following activities: personal appearances, negotiating contracts, lobbying, and submitting bid or contract proposals which are signed by or contain the name of the former public official or public employee. 51 Pa. Code X1.1. In order to determine whether your conduct has transgressed the provisions of Section 3(e) quoted above, it is necessary to highlight the facts as stated above. After OMBE was created in October, 1984, as part of DCED, your function as a construction specialist was to assist minority businesses in becoming competitive bidders and successful responders in the procurement process. After OMBE received a five year federal grant, those monies were used to provide rehabilitation grants for home repairs as to low and moderate income groups. In this process, a homeowner would submit an application and if the homeowner met the eligibility requirements and the application was approved, the rehab specialists would do a work -up as to the cost of the Mr. Larry B. Brown Page 18 repairs and arrive at an internal cost estimate. Thereafter DCED would advertise the properties and contractors could bid on them and the contractor who was closest to the DCED internal estimate would be awarded the contract. The evidence in the instant matter indicates that you spent an inordinate amount of time with Counselor Too (CT), a firm which received 25 contracts under this program, 20 of which were awarded immediately after you left OMBE and assumed employment with CT. You also spent time with Horace Morancie, who was Executive Director of DCED and who subsequently received a $50,000 consulting contract with CT. CT was originally incorporated as a social club and entertainment center. An April, 1984 submission by CT reflects that it would provide professional services but not construction /rehabilitation services. The foregoing was conveniently changed in May of 1985 when an application reflects CT as a general contractor and management consultant. The fact that CT obtained 25 contracts, 20 of which were awarded immediately after you began employment with them, is not within the realm of factual coincidence. A review of the bids awarded to CT reflects that all other competitive contractors were much higher than the CT bid. Indeed, at times CT bids were even below the internal DCED estimates. It was the only contractor to underbid the estimates. This establishes that CT had inside confidential information as to what the internal cost estimate was; they used this confidential information to insure that they would be awarded these bids. In this regard, a DCED employee advises that while still a public employee you were observed going through the files which contained the internal cost estimates. That employee also noted that CT was not even on the list of qualified bidders nor did it even itemize its bids, although you were seen itemizing the bids for them during your working hours as a public employee. It is clear that you used public employment to obtain inside confidential information and gave that information to your future employer as a means of insuring that they would be awarded a substantial number of bids and derivatively that they would hire you and continue your employment with them. Thus, even prior to the termination of your service, it is obvious that you were in fact, representing your own private personal interest and the interest of your future employer CT, in violation of the public trust. This raises serious questions under Section 3(b) of the State Ethics Act which prohibits a public employee from receiving anything of value including a promise of future employment based upon the understanding that his official action would be influenced thereby. Mr. Larry B. Brown Page 19 When you were hired by CT, which received 20 contracts right after you began employment, you signed numerous agreements as Executive Assistant for CT which were submitted to DCED. You signed such agreements on behalf of CT with DCED as to the following properties: 1154 Mulberry Street, 1209 Bally Street, 87 North 17 Street, 2037 North 4th Street, 925 Grant Street, 2215 North 4th Street, 414 Muench Street, 1808 Holly Street, 2701 North 6th Street and 1929 Boas Street. In addition, you signed a changed order for the 1937 Mulberry Street property. Under these facts and circumstances, you violated Section 3(e) by your conduct of representing your new employer CT before your former governmental body. You used public office and the confidential inside information consisting of internal costs estimates and funnelled that information to CT as a means of securing your employment and as a means of insuring that CT would get the bids on these projects which would perpetuate your employment with CT. Immediately, upon changing your employment, you then signed numerous agreements on behalf of your new employer and submitted them to your former governmental body; such actions violate Section 3(e) of the Ethics Act. Lastly, your conduct and that of others in this case leads this Commission to believe that violations of other laws may have occurred; consequently, this Commission will forward this matter to the appropriate law enforcement authority with a strong recommendation that they carefully review this matter to determine whether there is a basis for further civil or criminal action against you and other individuals. As to the matter of the Statement of Financial Interests, Section 4(a) of the Ethics Act provides: Section 4. Statement of financial interests required to be filed. (a) Each public employee employed by the Commonwealth shall file a statement of financial interests for the preceding calendar year with the department, agency or bureau in which he is employed no later than May 1, of each year that he holds such a position and of the year after he leaves such a position. Any other public employee shall file a statement of financial interests with the governing authority of the political subdivision by which he is employed no later than May 1 of each year that he holds such a position and of the year after he leaves such a position. 65 P.S. S404(a). Jr. Larry B. Brown Page 20 Since you terminated your governmental service in December of 1985, you became a former public employee at that time and were required to file a Statement of Financial Interests after your termination of service for the calendar year 1985. The Department of Personnel records in the City of Harrisburg reflects that although you filed your calendar year 1984 Statement of Financial Interests, you did not file for the 1985 calendar year. Your failure to file the 1985 Statement of Financial Interests violated Section 4(a) of the Ethics Act. You_are hereby directed to file said statement within 30 days of the date of this order. C. Conclusion and Order: 1. As a Construction Specialist in the Office of Minority Business Enterprise in the Department of Community and Economic Development in the City of Harrisburg, you were a public employee and upon termination of your service, you became a former public employee subject to Section 3(e) of the Ethics Act. 2. You violated Section 3(e) of the Ethics Ac;=. when you entered ii,to agreements within one year after the termination of service on behalf of your new employer with your former governmental body. 3. You violated Section 4(a) of the Ethics Act when you failed to file a Statement of Financial Interests for the calendar year 1985. 4. You are hereby directed to file, within 30 days of the date of this Order, a Statement of Financial Interests with your former governmental body, the City of Harrisburg, for the calendar year 1985. 5. This matter will be referred to the appropriate law enforcement authority with this Commission's strong recommendation that this matter be reviewed in order to determine whether any criminal or civil actions should be initiated and regarding any other laws that may have been violated. Our files in this case will remain confidential in accordance with Section 8(a) of the Ethics Act, 65 P.S. §408(a). However, this Order is final and will be made available as a public document 15 days after service (defined as mailing) unless you file documentation with the Commission which justifies reconsideration and /or challenges pertinent factual findings. See 51 Pa. Code §2.38. During this 15 -day period, no one, Mr. Larry B. Brown Page 21 including the respondent unless he waives his right to challenge this Order, may violate this confidentiality by releasing, discussing or circulating this Order. Any person who violates the confidentiality of a Commission proceeding is guilty of a misdemeanor and shall be fined not more than $1,000 or imprisoned for not more than one year or both, see 65 P.S. 5409(e). By the Commission, Joseph W. Marshall, III Chairman