HomeMy WebLinkAbout94-509 ConfidentialSTATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HARRISBURG, PA 1 71 08 -1 470
TELEPHONE (717) 783 -1610
ADVICE OF COUNSEL
February 10, 1994
94 -509
Re: Former Public Employee; Section 3(g); D, Statewide C
Management System Coordinator, Department A.
This responds to your letter of December 30, 1993, in which
you requested confidential advice from the State Ethics Commission.
Issue: Whether the Public Official and Employee Ethics Law
presents arty restrictions upon employment of a D following
termination of service with Department A.
Facts: You have requested an advisory from the State Ethics
Commission regarding what prohibitions or restrictions may apply to
you under the Ethics Laurin the event you terminate your employment
with Department A and begin working for a new - employer that
transacts business with Department A. Currently, you are employed
in Bureau B, C Division. Your duties include coordinating
statewide C Management System, manipulating management system data
through department programs for specific presentation requests,
supervising six technical C inspection operators and reviewing C
design plans.
In your new employment, you would be performing C inspections
for existing Department A contracts and other contracts anti'
performing C designs for existing Department. A contracts and of
Contracts. You state that you have performed C inspection aryl
assisted in C design reviews, you have not done so for 4w.er
fonths. Further, you state that you do not anticipate any dot
contact or interaction with department personnel or agents•- in•your
new employment.
Based upon the above, you request an advisory from the State
Ethics Commission.
Discussion: As a D for Department A, you are considered a "public
Confidential Advice 94 -509
February 10, 1994
Page 2
Section 2. Definitions.
employee" within the definition of that term as set forth in the
Public Official and Employee Ethics Law atld 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 would
become 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 4th
which you are associated while working with bepareiit A 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
p],ic employee is or has been associated" is defined under -tlie
Ethics Law; as follows:
"Governmental body with which a public
official or public. employee is or has been
associated." The governmental body within
State government ar a political subdivision
by which the public official or employee is ot-
hers been employed or to which the public
ofZicial or employee is or has been appointed
or subdivisions and offices within
that governmental body.
In . aqn the above def'inition to the instant matter, we
must, concludw that the governmental body with wh c f- you ate
assooiaze4' uponm terminat ton of public service' would be Dep'hrtmet t
A in its entirety,, including' but rireWOOW to Bureau' B. The
Confidential Advice, 94 -509
February 10, 1994
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 Sia�o:i,
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 Department A, Section 3(g) of the Ethics Law would apply and
restrict representation of persons or new employers vis -a -vis
Department A in its entirety, including but not limited to Bureau
B.
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 ldoa•1 government but the entire
unit..." Letr dative Journal of House, 1989
Session, No. IS 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. 51901, it is Blear that the governmental body with which you
are associated is Department A in its entirety, including but not
limited to Bureau B.
Turning now to the scope of the restrictions under Section
3(g), the Ethics Lau, floe nbt affect one's ability to appear before
agencies or entities other than with respect to the former
gov htal bodyi likewise, there is no general limitation on the
type bf emplbytnent in which a person may engage, following
departure from their governmental body. It is noted, however, that
the cohnie s of interest law is primarily concerned with financial
Confidential Advice, 94 -509
February 10, 1994
Page 4
.::
conflicts and violations of the public trust. The intent of the
law generally is 'that during the term of a p erson's public
employment he must act consistently with the public trust and upon
departure from the px1ic 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 aglainst 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 appearance s, 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, Opihion 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 c6htracts;
2. Attempts to influence;
3. Submission of bid or contract proposals which are sited
by car• contain the name of the former public
official /employee;
4. Participating in any matters before the former
governmental body as to acting oh behalf of a person;
5,. Lobbying, that is representing the interests of any
person or employer before the fofifier 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 tik4esal,
document, or bid, if Submitted to of reviewed by the faimer
governmental body constitutes as attempt to influence the 6fiser
governmental body. In Shay, iniOn 91 -012, the Comm §eta held
that Section 3(g) would prohibit the inclUsibti of the naiad of a
former public official /public employee eh in 'Idiaes submitted by his
Confidential Advice, 94 -509
February 10, 1994
Page 5
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.
As to the specific inquiry regarding performing inspections
and designs for existing Department A contracts, Shay, supra, must
be reviewed. In Shay 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.
Specifically, the issue in Shay was whether restrictions of Section
3(g) applied where the name of the former public employee would
appear on invoices submitted to his former governmental body. It
was asserted that the name on an invoice was merely a line item of
charge like any Other cost and did not indicate that the former
public employee even prepared the invoice. The Commission,
however, held that the propdsed inclusion of the former public
employee's name on invoices submitted would fit within the
definition of "represent" and would be prohibited by the Ethics
Law. The key factor was that the involvement of the former public
employee on behalf of the new employer was being made known to the
former governmental body. The Commission further held that if an
invoice were challenged, it would be possible that the former
public employee would become a participant in the resolution of the
dispute by explaining or testifying on behalf of the new employer.
Such activity would also- constitute representation.
In this case, it is possible that a dispute could arise as to
an inspection you performed On a Department A contract. You could
be required to defend your work by explaining, testifying or
otherwise whereby your involvement with the contract would become
known to Department A. Such activity would be considered
"representation". Accord=ingly, while you would not be prohibited
from working for your new employer, you must be aware that the
submission of your A tore to Department A on any document related to
your work on such contracts, your appearance before Department Ain
any manner on behalf of your new employer and any contact you may
have with any Department A personnel regarding your work on any
such contracts, would be among the activities considered , be
prohibited representation under the Ethics Law.
You may assist in the preparation of any doeuutents presented
to Department A. However, you may not be identified on documents
submitted to. Department A. You may also counsel any person
regarding that person's appearance before Department A. once
again, however, the activity-in this respect should snot be revealed
to department A. Of course, any ban under the Ethics Law would not
Confidential Advice, 94 -509
February 10, 1994 r- ..
Page 6
prohibit or preclude the making of general informational inquiries
of Department A 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.
" ?arson. A business, governmental body,
individual, Corporation, union, association,
firm, partnership, Cafttmittee, club or other
organizatibfz 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 sefVices to his former governmental body for
a peritd Of one year after termination of service in that the
prohibition against representing a person includes the ,former
public Official/employee representing hi1ttself.
In addition, SectioftS 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
adtion; or judgement of the public official /employee would be
influenced thereby. Reference is made to these provisions of the
law not to irply that there has -Teen 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, lode, ordinance, regulation or other code of conduct other
than the Ethics ACt has not been considered in that they do not
invO1ve an interpretation of the Ethics Law. Specifically not
addressed herein is the applicability of the Governor's Code of
Conduct.
Conclusion: AS ai D far Deparf3ttent A, you are considered a "public
employee" as defined in the Ethics Law. Upon termination Of
service with Department A, ydu would become a "former public
employee" Subject to Section 3(g) of the Ethics Law. The former
g ov e rnmental body is Department A in its entirety, including but
not l i tad tO Eureau E. The restrictions as to representation
outlined above must be feiiowed. The propriety of the proposed
cbnduEt has only been addressed under the Ethics Law.
Confidential Advice, 94 -509
February 10, 1994
Page 7
Further, should service be terminated, as outlined 'above, the
Ethics Law also requires that a Statelhent of Financial Interests be
filed for the year following termination of service.
Pursuaht 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.
such.
This letter is a public record and will be made available as
Finally, if you disagree with this Advice or if you have ably
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 §13.2(h). The appeal may be received
at the Commission by hand delivery, United States mall, delivery
service, or by FAX transmission (717- 787 - 0806).
S
err
Vincent Do • o
Chief Counsel