HomeMy WebLinkAbout80-039 MorrisBurton D. Morris, Esquire
Baskin and Sears
P.O. Box 1150
Harrisburg, PA 17108
Dear Mr. Morris:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
August 20, 1980
OPINION OF THE COMMISSION
80 -039
In your letter of July 9, 1980, you requested an advisory
Opinion from the State Ethics Commission concerning the
application of Section 3(e) of Act 170. You explained that
two members of the law firm of which you are associated,
Robert N. Hackett and Joan P. Feldman, served from 1974
until June 5, 1980, as special counsel to the Affirmative
Enforcement Division of the Pennsylvania Human Relations
Commission (PHRC). You stated that during the period -in
question, Mr. Hackett and Ms. Feldman represented the Commi-
ssion in a limited number of selected cases assigned to them
by the Affirmative Enforcement Division. You further stated
that both lawyers were compensated on an hourly basis. You
specifically requested an Opinion from the Commission as to
whether the employment of Mr. Hackett and Ms. Feldman by the
Human Relations Commission limited, in any manner, the
ability of your law firm to represent clients in matters
before the Human Relations Commission.
Section 3(e) of Act 170 prohibits former officials and
public employees from representing any person, broadly
defined in the Act, to include individuals, businesses,
corporations, associations "on any matter before the govern-
mental body with which he has been associated for one year
after he leaves that body." It is the Commission's opinion
that Mr. Hackett and Ms. Feldman are former public employees
within the meaning of Section 3(e) of the Act and the pro-
hibitions of that Section are applicable to them.
Basically, the fact that the services of these indivi-
duals were rendered pursuant to a service purchase contract
with the PHRC in not determinative of the question of whether
Burton D. Morris, Esq.
August 20, 1980
Page 2
these persons were "employed by" this agency of the Common-
wealth for purposes of the definition of "public employee."
The question is, more importantly, whether these individuals
were "employed by the Commonwealth" and in a position of
trust as further delineated by the definition of "public
employee." The absence of a common law relationship of
master and servant between the PHRC and Feldman and Hackett
is not significant. The following criteria must be considered,
at least, in reviewing this question: (1) The history of
compensated service in the capacity at issue, i.e., attorney;
(2) the expectation of the individual in the capacity at
issue for continued or further compensated services; (3)
whether or not the compensated services are identical or
similar to services that would ordinarily be performed by an
elected or appointed official; (4) whether or not the-_
services performed are similar or identical to those ordinar-
ily performed by a full -time employee; (5) the degree to
which the individual performing services is supervised by
the agency; (6) whether the individual performs compensated
services for a number of agencies; and (7) whether or not
the compensated services are such that in the discretion of
the Commission they implicate the "public trust" and are
thus within the scope of the concerns that Act 170 seeks to
protect.
Here the facts clearly indicate this relationship with
the PHRC was a long- standing and significant one. It was
not limited to one specific case, for example, of limited
duration. The work performed by these persons was substan-
tially equivalent to that which would typically be performed
by regular, full -time PHRC attorneys. To allow these individ-
uals to escape application of the Ethics Act on the slim
basis that a piece of paper - -their service purchase contract- -
somehow distinguishes them from these regular employees who
are bound by the restrictions of the Ethics Act is unreason-
able. This is especially true where little, if any, substan-
tive difference is apparent in the position of public trust
enjoyed by Feldman and Hackett and that held by such regu-
lar, full -time staff attorneys. Indeed, it could be cogently
argued that in some cases, not applicable here, "in-house"
attorneys are accorded less authority than attorneys on
special service purchase contracts. However, it is not
necessary to apply this possible analysis to hold that
Feldman and Hackett in the circumstances presented here are
former "public employees" to whom the prohibitions of Section
3 of the Act would apply.
Burton D. Morris, Esq.
August 20, 1980
Page 3
Having decided this, the question of the extent of the
prohibition must be addressed. Former decisions of the
Commission indicate that generally:
(1) Personal appearance before the governmental body
is prohibited for the one -year period. (Cases
cited above and also Widoff, 79 -055; Berger - Beaser,
79 -060; Adler, 79 -043; Swartz, 79 -025; and Bucciarelli,
79 -059)
(2) Attempts to influence the governmental body are
prohibited (see Covill - Ringler and Cutt) for the
oneyear period.
(3) A former public employee or official is prohibited
by the Ethics Act and applicable provisions of the
Code of Professional Responsibility from partici-
pating in any case over which he or she has super-
vision, direct involvement or responsibility while
with the governmental body.
.(4) Members of a former public employee's or official's
firm are not barred from representing clients
before the governmental body with whom the former
public employee /official was associated (Berger).
(5) General informational inquiries, on matters which
are subject to inquiry by the public are not pro-
hibited. (Opinions 79 -058, Peffer; 79 -041,
Covill - Ringler; 79 -023, Cutt)
(6) Former public employees /officials are not barred
from generally utilizing the knowledge and expertise
gained from their tenure as public employees /officials
except as set forth above.
(7) Appearance in a third forum, such as state or
federal Court however is not prohibited. (Berger and Rendell
79 -007)
Thus, Feldman and Hackett are former "public employees"
subject to the prohibition set forth in Section 4 of the
Ethics Act and the scope of this prohibition is as discussed
above.
Pursuant to Section 7(9)(i), this Opinion is a complete
defense in any enforcement proceeding initiated by the
Burton D. Morris, Esq.
August 20, 1980
Page 4
Commission, and evidence of good faith conduct in any other
civil or criminal proceeding, providing the requester 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 s.
as such.
PJS /af
cc: Robert S. Mirim, Esq.
Human Relations Commission
AUL J MITH
Chairmadi
UPDATE: A Commonwealth Court ruling (434 A.2d 1327) on similiar factual circumstances should be reviewed. Former
Commonwealth employees or officials who are attorneys may practice law before the governmental body with
which he /she has been associated regardless of the Section 3(e) (one year) prohibition. The court ruling did not
specificially address this particular opinion, but the factual circumstances may be applied to it. This Common-
wealth Court opinion was affirmed, without further opinion by the Pennsylvania Supreme Court.