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HomeMy WebLinkAbout07-2001I. ISSUE: OPINION OF THE COMMISSION Michelle Afragola, Esquire 114 Huckleberry Hill Road, Apt F Avon, CT 06001 Before: Louis W. Fryman, Chair John J. Bolger, Vice Chair Donald M. McCurdy Paul M. Henry Raquel K. Bergen Nicholas A. Colafella DATE DECIDED: 3/28/07 DATE MAILED: 4/11/07 07 -2001 Dear Ms. Afragola: This responds to your letter dated January 3, 2007, received January 8, 2007, by which you requested a determination from this Commission pursuant to Sections 1201(h)(13) -(14) of the Pennsylvania Race Horse Development and Gaming Act ( "Gaming Act "), 4 Pa.C.S. §§ 1201(h)(13) -(14). Whether the duties of an individual serving in the position of Deputy Director of Regulatory Review for the Pennsylvania Gaming Control Board ("Board") would substantially involve licensing, enforcement, or the development or adoption of regulations or policy under the Gaming Act so as to bring such individual within the scope of the prohibitions of Section 1201(h)(13) of the Gaming Act, 4 Pa.C.S. § 1201(h)(13). II. FACTUAL BASIS FOR DETERMINATION: At the time you submitted your request for a determination under the Gaming Act, you were serving as the Deputy Director of Regulatory Review for the Board. You were planning to terminate your employment with the Board and relocate to Connecticut. You noted that you are an attorney admitted to practice in Connecticut. However, you are not admitted to practice law in Pennsylvania. You stated that as the Deputy Director of Regulatory Review for the Board, you have been involved in the development, drafting, amendment and promulgation of temporary regulations under the Gaming Act. You submitted a copy of the draft Classification Specification for your position, which had not yet been formally approved Afraqola, 07 -2001 April 11, 2007 Page 2 by the Board. You confirmed the accuracy of the draft Classification Specification, which draft is incorporated herein by reference. The draft Classification Specification for the position of Deputy Director of Regulatory Review for the Board includes, inter alia, the following: Class Summary: This is a professional position that involves the development, drafting, editing and promulgation of the Board's regulations. This position works closely with and reports to the Director of Regulatory Review in the Office of Chief Counsel. The employee will also be required to report to and receive work assignments from the Chief Counsel. The employee in this class is responsible for developing of [sic] policies and drafting regulations designed to implement the provisions and intent of Act 71 and the promulgation of regulations consistent with the requirements of the Commonwealth Documents Law and the Regulatory Review Act. This involves working closely with the other Directors and staff in other Board bureaus, the Legislative Reference Bureau, the House and Senate Standing Committees and the Independent Regulatory Review Commission. Work is performed with wide latitude for independent judgment and employee is expected to respond to assignments with promptness, efficiency and a thorough examination of all issues. Examples of Work May Include but Are Not Limited To: Analyzes, develops and organizes regulatory issues and clearly presenting [sic] these issues orally and in writing to develop policies or regulations to implement the Board's regulatory responsibilities under Act 71. Develops and Analyzes competing regulatory options. Presents issues and matters to the Board, other agencies and outside entities. Respond to and effectively communicate with Board staff, legislative staff, staff of other agencies, applicants and licensees, and members of the general public. Analyzes case law and case law developments relevant to the development of regulations both at the State and Federal level. Draft Classification Specification, at 1. In a February 21, 2007, communication to Commission staff, you indicated that you are no longer employed by the Board and that you have relocated to Connecticut. The question that you have posed is whether the post- employment restrictions contained in Section 1201(h)(13) of the Gaming Act would prohibit you from accepting Afraqola, 07 -2001 April 11, 2007 Page 3 an attorney position in Connecticut with an entity licensed by the Board or any affiliate, intermediary, subsidiary or holding company thereof. On March 19, 2007, this Commission received your Brief, in which you present the following arguments. Your first main argument is that the post - employment restrictions at Section 1201(h)(13) of the Gaming Act should not be construed to apply to the position of Deputy Director of Regulatory Review for the Board. You contend that Section 1201(h)(13) does not apply to employees lacking discretionary authority, and that as Deputy Director of Regulatory Review for the Board, you lacked discretionary authority because you reported to the Director of Regulatory Review, who reported to Chief Counsel, who in turn reported to the Executive Director of the Board. In support of your contention that Section 1201(h)(13) does not apply to employees lacking discretionary authority, you cite former Section 1201(h)(9) of the Gaming Act, which imposed revolving -door restrictions upon Board Members and executive -level employees and appointees or officials of the Board. You contend that former Section 1201(h)(9) evidenced a legislative intent to limit post - employment restrictions to employees whose actions affected the Board. You claim that former Section 1201(h)(9) would not have applied to you. You assert that the current provision at Section 1201(h)(13) retains the legislative intent to limit the post - employment restrictions to employees with executive -level authority. You cite no legal authority in support of this assertion. You acknowledge that the current provision is different, applying to employees of the Board or independent contractors of the Board whose duties "substantially involve" licensing, enforcement or the development or adoption of regulations or policy under the Gaming Act (4 Pa.C.S. § 1201 (h)(13)). You state that the phraseology "substantially involve" does not provide a clear standard as to the level of employee that is subject to the post - employment restriction. You assert that although you were involved in the regulatory process, you were not substantially involved in and you did not participate in the decisions associated with the development or adoption of regulations or policy, which decision - making authority rested with your supervisors and the Board. Additionally, you urge this Commission to interpret the phraseology "employment relating to the conduct of gaming" as it appears in subparagraph (i) of Section 1201(h)(13) to limit the applicability of the restriction to those individuals with the ability to affect the operation of licensed gaming facilities. In support of your proffered interpretation, you reference definitions of the term "conduct of gaming" that were considered by the House and Senate but were not included within the Gaming Act amendments enacted by Act 135 of 2006. In sum, your first main argument is that the post - employment restrictions at Section 1201(h)(13) of the Gaming Act would not apply to you in your former position as Deputy Director of Regulatory Review for the Board, based upon your view that your position lacked discretionary authority and did not involve the "conduct of gaming" as you would interpret that phrase. Your second main argument is that an application of the restrictions of Section 1201(h)(13) to you would improperly limit your ability to practice law in Connecticut. In support of this argument, you assert that the Superior Court of Connecticut has the authority to regulate the practice of law in Connecticut, and that you are subject to the Rules of Professional Conduct applicable to Connecticut attorneys. You indicate that the Connecticut Rules of Professional Conduct address attorneys' duties to former clients and include provisions pertaining to former and current government officers and employees. Afraqola, 07 -2001 April 11, 2007 Page 4 You cite the Pennsylvania Supreme Court decisions in Waled v. State Ethics Commission, 491 Pa. 255, 420 A.2d 439 (1980) and Shaulis v. State Ethics Commission, 574 Pa. 680, 833 A.2d 123 (2003), in which the Supreme Court of Pennsylvania determined that the post - employment restrictions of the Public Official and Employee Ethics Act ( "Ethics Act ") (now codified at 65 Pa.C.S. § 1101 et seq.) are unconstitutional as applied to attorneys, including former judges, engaged in the practice of law. You contend that the restriction at Section 1201(h)(13) of the Gaming Act improperly targets attorneys and is an improper regulation of attorneys. You argue that under the holding of Shaulis, Section 1201(h)(13) of the Gaming Act cannot be applied to attorneys who are former employees of the Gaming Board because such an application would infringe upon the Pennsylvania Supreme Court's exclusive authority to regulate the practice of law. You further contend that Section 1201(h)(13) cannot be further construed to restrict the practice of law by an attorney in another jurisdiction. III. DISCUSSION: It is initially noted that determinations under Sections 1201(h)(13) -(14) of the Gaming Act are issued by the State Ethics Commission to the requester based upon the facts that the requester has submitted. 4 Pa.C.S. §§ 1201(13) -(14). In issuing the determination based upon the facts that the requester has submitted, the Commission does not engage in an independent investigation of the facts, nor does it speculate as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all of the material facts relevant to the inquiry. 4 Pa.C.S. §§ 1201(14). A determination only affords a defense to the extent the requester has truthfully disclosed all of the material facts. Id. The provisions of the Gaming Act that are relevant to your request provide as follows: § 1201. Pennsylvania Gaming Control Board established. (h) Qualifications and restrictions. — (13) No employee of the board or individual employed by an independent contractor of the board whose duties substantially involve licensing, enforcement or the development or adoption of regulations or policy under this part shall: (i) accept employment with an applicant, licensed entity, or an affiliate, intermediary, subsidiary or holding company thereof, for a period of one year after the termination of the employment relating to the conduct of gaming or contract with the board; or (ii) appear before the board in any hearing or proceeding or participate in any other activity on behalf of any applicant, licensee, permittee, licensed entity, or an affiliate, intermediary, subsidiary or holding company thereof, for a period of two years after termination of the employment or contract with the board. Afraqola, 07 -2001 April 11, 2007 Page 5 (14) Upon the written request of an employee of the board, the executive branch of the Commonwealth or a political subdivision or of the agency or political subdivision employing an employee, the State Ethics Commission shall determine whether the individual's duties substantially involve the development or adoption of regulations or policy, licensing or enforcement, under this part, and shall provide a written determination to the employee to include any prohibition under this paragraph. An individual who relies in good faith on a determination under this paragraph shall not be subject to any penalty for an action taken, provided that all material facts set forth in the request for a determination are correct. (15) If a member, employee or independent contractor of the board violates any provision of this section, the appointing authority or the board may, upon notice and hearing, remove the person from the board, withdraw the appointment or terminate the employment or contract and the person shall be ineligible for future appointment, employment or contract with the board and for approval of a license or permit under this part for a period of two years thereafter. 4 Pa.C.S. §§ 1201(h)(13) -(15). When applicable, the restrictions of Section 1201(h)(13) of the Gaming Act prohibit an employee of the Board or an employee of an independent contractor of the Board from: (1) accepting employment with an applicant, licensed entity or an affiliate, intermediary, subsidiary or holding company thereof for one year following termination of such employment or contract; and (2) appearing before the Board in any hearing or proceeding or participating in any other activity on behalf of any applicant, licensee, permittee, licensed entity, or an affiliate, intermediary, subsidiary or holding company thereof for two years following termination of such employment or contract. The determination as to whether a given individual's duties as an employee of either the Board or an independent contractor of the Board substantially involve licensing, enforcement or the development or adoption of regulations or policy under the Gaming Act is based upon a review of the powers and duties of the position. Typically, such powers and duties will be established by objective sources defining the position, such as a job description, job classification specifications, and organizational chart. An individual's claims that he does not actually perform the duties authorized by the objective sources defining his position shall not preclude the Commission from considering such duties as within the scope of his authority. Cf., Phillips v. State Ethics Commission, 470 A.2d 659 (Pa. Commw. Ct. 1984); Shearer, Opinion 03 -011. To the extent the individual factually performs additional duties or has additional responsibilities not reflected in the objective sources defining his position, such additional duties and responsibilities shall also be considered as within the individual's scope of authority. The term "substantially involve" is not defined in the Gaming Act or in the Statutory Construction Act at 1 Pa.C.S. § 1991. Pursuant to the Statutory Construction Act, the non - technical, non - peculiar words and phrases of a statute are to be construed according to rules of grammar and their common and approved usage. 1 Pa.C.S. § 1903(a). Afraqola, 07 -2001 April 11, 2007 Page 6 The Merriam - Webster Online Dictionary provides the following potentially relevant meanings for the terms "substantial" and "involve ": substantial la: consisting of or relating to substance .. c: IMPORTANT, ESSENTIAL 3b: considerable in quantity: significantly great ... 5: being largely but not wholly that which is specified ... involve 4b: to relate closely: CONNECT 5a: to have within or as part of itself: INCLUDE b: to require as a necessary accompaniment: ENTAIL C: AFFECT ... Merriam - Webster Online Dictionary. The American Heritage Dictionary of the English Language, Fourth Edition 42000) (online) provides the following potentially relevant meanings for the terms "substantial" and "involve ": substantial 1. Of, relating to, or having substance; material. 5. Considerable in importance, value, degree, amount or extent ... involve 1. To contain as a part; include. 2. To have as a necessary feature or consequence; entail ... 4.b. To influence or affect ... Based upon common and approved usage, the term "substantially involve" as set forth in Section 1201(h)(13) of the Gaming Act means "significantly include or affect." In reviewing the submitted facts, the duties of the Deputy Director of Regulatory Review for the Board include the development, drafting, editing and promulgation of the Board's regulations and the development of policies designed to implement the provisions and intent of the Gaming Act. Draft Classification Specification, at 1. The individual serving in this position works closely with the other Directors and staff in other Board bureaus, the Legislative Reference Bureau, the House and Senate Standing Committees and the Independent Regulatory Review Commission. Work is performed with wide latitude for independent judgment. Id. Based upon a straightforward reading of the draft Classification Specification, the necessary conclusion is that the duties of the Deputy Director of Regulatory Review for the Board "substantially involve," that is, "significantly include or affect," the development or adoption of regulations or policy under the Gaming Act. Afraqola, 07 -2001 April 11, 2007 Page 7 We reject your arguments to the contrary. You have cited no legal authority that would support your contention that Section 1201(h)(13) only applies to executive -level employees. Furthermore, if the General Assembly had intended for Section 1201(h)(13) to be limited in scope to executive -level employees, it would have so stated. Instead, the General Assembly chose to make Section 1201(h)(13) applicable to a broader category of employees whose duties "substantially involve" licensing, enforcement or the development or adoption of regulations or policy under the Gaming Act. Your reliance upon former Section 1201(h)(9) is unfounded, given that the General Assembly deliberately removed former Section 1201(h)(9) and added Section 1201(h)(13). Likewise, we reject your argument that we should interpret the phraseology "employment relating to the conduct of gaming" as it appears in subparagraph (i) of the Section 1201(h)(13) restriction to limit the applicability of the restriction to those individuals with the ability to affect the operation of licensed gaming facilities. In the absence of any statutory definition of the phraseology and based upon common and approved usage, it is simply a very broad, general reference to gaming - related employment. We decline to consider definitions that you state were considered by the House and Senate, but that following consideration, were not included within the Gaming Act amendments enacted by Act 135 of 2006. The object of all interpretation and construction of statutes is to ascertain and effectuate the intention of the General Assembly ..." 1 Pa.C.S. § 1921(a). The General Assembly's rejection of proposed definitions would seem to indicate that it did not intend for them to be used. We hold that in your former capacity as the Deputy Director of Regulatory Review for the Board, your duties substantially involved the development or adoption of regulations or policy under the Gaming Act, and that you are therefore subject to the prohibitions of Section 1201(h)(13) of the Gaming Act quoted above unless you qualify for exclusion from such prohibitions given your status as an attorney admitted to practice in Connecticut. We do not have the statutory jurisdiction to determine whether your status as an attorney in Connecticut would exclude you from the prohibitions of Section 1201(h)(13) of the Gaming Act. The answer to that question would hinge upon various legal issues that only a court could decide. Fundamentally, it is for the Pennsylvania Supreme Court to determine whether to exclude attorneys from the prohibitions of Section 1201(h)(13) of the Gaming Act. This Commission does not presume to know what approach the Court might take in that regard. Although the Court might take a Shaulis approach, it might just as well determine that attorneys shall be subject to the prohibitions of Section 1201(h)(13)— indeed, the Court could easily adopt its own Rule or Order to that effect. (Cf., Supreme Court Order of December 22, 2003, amending Rule 1.19 and the Comment to Rule 1.6 of the Pennsylvania Rules of Professional Conduct to require lawyers acting as lobbyists to comply with statutes, resolutions or regulations regulating lobbying, which are consistent with the Pennsylvania Rules of Professional Conduct.) It is also possible that the Court might find at least some of the prohibitions of Section 1201(h)(13) of the Gaming Act to be distinguishable from the prohibitions of Section 1103(g) of the Ethics Act reviewed in Shaulis. (Cf., P.J.S. v. State Ethics Commission, 555 Pa. 149, 723 A.2d 174 (1999). In addition to the fundamental question of whether attorneys will be subject to the prohibitions of Section 1201(h)(13) of the Gaming Act, there are additional legal issues presented by the facts that you have submitted, given that you are not admitted to practice in Pennsylvania and that you have now relocated out -of -state to Connecticut where you are admitted to practice. Afraqola, 07 -2001 April 11, 2007 Page 8 It is suggested that you consider filing a declaratory judgment action with a court of appropriate jurisdiction to determine the impact, if any, of your status as a Connecticut attorney. Based upon the facts that have been submitted, this determination has only addressed Sections 1201(h)(13) -(15) of the Gaming Act. IV. CONCLUSION: The duties of the Deputy Director of Regulatory Review for the Pennsylvania Gaming Control Board ( "Board') substantially involve the development or adoption of regulations or policy under the Gaming Act. An individual who in January or February 2007 terminated employment as the Deputy Director of Regulatory Review for the Board ( "Board "), and who is an attorney admitted to practice in Connecticut but not in Pennsylvania, would be subject to the prohibitions of Section 1201(h)(13) of the Gaming Act unless such individual would qualify for exclusion from the prohibitions based upon status as an attorney admitted to practice in Connecticut. It is for the Pennsylvania Supreme Court to determine whether to exclude attorneys from the prohibitions of Section 1201(h)(13) of the Gaming Act. The request for a determination of this Commission has only been addressed under §§ 1201(h)(13) -(15) of the Gaming Act. An individual who relies in good faith on a determination issued by this Commission as to such individual pursuant to Section 1201(h)(14) of the Gaming Act shall not be subject to any penalty for an action taken in reliance on the determination, provided that all material facts are accurately set forth in the request for a determination. This determination is a public record and will be made available as such. By the Commission, Louis W. Fryman Chair