HomeMy WebLinkAbout92-543Ms. Shirely P. Ferrara
400 Glendale Road H -44
Havertown, PA 19083
Dear Ms. Ferrara:
STATE ETHICS COMMISSION
309 FINANCE BUILDING
P.O. BOX 11470
HAR�RIIpSHB �
UUFIGG, PA 17108-1470
TEA DVICE O F COUNS
February 24, 1992
Re: Former Public Employee; Section 3(4); Health Facility
Quality Examiner (Community Health Nursin4); Department of
Health.
This responds to your letter of January 8, 1992, 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 Health Facility
Quality Examiner in Community Health Nursing following
termination of service with the Department of Health.
Facts: Having retired under the Mellow Act from your former
employment position as a Health Facility Quality Examiner in
Community Health Nursing in the Department of Health's Bureau of
Quality Assurance, Division of Primary Care, you seek an advisory
from the State Ethics Commission regarding your prospective part -
time work in your profession. You state that there is an
opportunity for you to be involved with a consulting firm, and
that the consulting would involve start -up and maintenance
activities in Hospice and Home Health Care Agency Programs.
Since this work would be closely related to your previous
position's responsibilities, you seek an advisory allowing this
prospective employment.
You have submitted copies of your job description and
organizational chart for your former position with the Department
of Health, which documents are incorporated herein by reference:
Discussion. As a Health Facility Quality Examiner in Community
Health Nursing for the Department of Health's Bureau of Quality
Assurance, Division of Primary Care, you would be 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. Section 402; 51 Pa. Code
Section 1.1: This conclusion is based upon the job description;
which when reviewed on an objective basis, indicates clearly that
92 -543
Ms. Shirley P. Ferrara
February 24, 1992
Page 2
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 with
which you have been associated while working with the Department
of Health 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 have been
associated upon termination of public service would be the
Department of Health in its entirety, including but not limited
t� the Bureau of Quality Assurance and Division of Primary Care.
Ms. Shirley P. Ferrara
February 24, 1992
Page 3
The 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 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. In Sirolli the former
Division Director had appealed Advice of Counsel 89 -589 which had
determined Sirolli's former governmental body to-be DPW. The
Commission conducted - a detailed analysis of the relevant
statutory provisions, the legislative criticism as to the
Commission's prior narrow interpretation applied to the term
"governmental body," and the legislative intent to broaden that
definition to include the entire governmental body and not merely
the subdivision therein. The Commission affirmed the Advice of
Counsel and specifically rejected each of Sirolli's arguments for -
limiting' the former governmental body to the - office for which
Sirolli had been the Division Director, rather than DPW as a
whole.
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 Department of Health, Section 3(g) of the Ethics
Law would apply and restrict representation of persons or new
employers vis -a -vis the Department of Health.
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...-"
Ms. Shirley P. Ferrara
February 24, 1992
Page 4
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 - have been associated is the Department of Health in its
entirety, including but not limited to the Bureau of
Assurance and Division of Primary Care.
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.witr. 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 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, negotiatiL'ns, lobbying
and submitting bid or contract proposals
which are signed by or contain the name of a
former public official or public employee.. -
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.
Ms. Shirley P. Ferrara
February 24, 1992
Page 5
The Commission, in Popovich Opinion 89 -005, has also
interpreted the term "representation" as used in Section 3(g) of
the Ethics Law to prohibit:
1. Personal appearances before ti'e former governmental
body or bodies, including, but not limited to, negotiations or
renegotiations in general - as to contracts;
2. Attempts to influence;
a. Submission of bid or contract proposals which are
signed 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 Shav, 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 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 the Department of Health so long as you are not
identified as the prepares. You may . also counsel any person
regarding that person's appearance before the Department of
Health. Once again, however, the activity in this respect should
not be revealed to the Department of Health. Of course, any ban
under the Ethics Law would not prohibit or preclude the making of
general informational inquiries of the Department of Health 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.
Ms. Shirley P. Ferrara
February 24, 1992
Page 6
Thus, although the Ethics Law would not preclude your
accepting part time employment with a consulting firm - during the
one year period of applicability of. Section 3(g), your conduct
would be restricted by Section 3(g) as set forth above. To the
extent your prospective conduct would involve representation of a
person, including but not limited to your new employer, before
your former governmental body, the Department of Health, the
proposed conduct would be prohibited.
In addition, 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 influen .ed 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 involve an interpretation of the Ethics Law. Specifically
not addressed herein is the applicability of the Governor's Code
of Conduct.
Conclusion: As a Health Facility Quality Examiner in Community
Health Nursing for the Department of Health's Bureau of Quality
Assurance, Division of Primary Care, you would be considered a
"public employee" as , defined in the Ethics Law. Upon termination
of service with the Department of Health, you became a "former
public employee" subject to Section 3(g) of the Ethics Law. The
former governmental body is the Department of Health in its
entirety, including but not limited to the Bureau of Quality
Assurance and Division of Primary Care. 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, should service be terminated, as outlined above,
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
Ms. Shirley P. Ferrara
February 24, 1992
Page 7
the material facts and committed the acts
- reliance on the Advice given.
This letter is a public record and will be
such.
Vincent ,31 Dopko
Chief Counsel
complained of in
made available as
Finally, if you disagree with this Advice or if you have any
reason to challenge same, you may request that the full
Commission review this Advice. A personal appearance before the
Commission will be scheduled and a formal Opinion from the
Commission will be issued. Any such appeal must be in writing
and must be received at the Commission within 15 days of the date
of this Advice pursuant to 51 Pa. Code §2.12.