ARTICLE 

Safe Harbors of Ethical Conduct Needed in Defense Procurement 

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by James McAleese 

In light of a recent series of isolated, highly controversial public scandals with respect to several major defense acquisition programs, it is important to create “safe harbors” of conduct so that both government and contractor personnel can work as a cohesive team to speed the fielding of critical technologies for both the war on terrorism and the Defense Department’s transformation initiatives.

Responding to a government investigation over possible procurement improprieties is costly and diverts a defense contractor’s attention away from the primary objective of supporting the customer. The Defense Department, for its part, has a critical interest in preserving the integrity of the federal procurement system to ensure public confidence in government expenditure of the $2 trillion annual federal budget. It is therefore beneficial to both the government and contractors to create “safe harbors” of future conduct. A “safe harbor” list of do’s and don’ts is offered in this article.

A fair procurement process that encourages healthy competition and rewards innovation ensures that U.S. military forces have the decisive advantage on the battlefield. Procurement integrity problems, whether intentional or inadvertent, detract from efforts to improve lethality, combat capability and survivability for American troops in combat. It also fosters public distrust of the government.

Procurement Impropriety Claims
Claims of alleged procurement improprieties arise under different scenarios. A wide array of prohibited conduct is covered by statutory and regulatory restrictions. To avoid inadvertent procurement improprieties, both government employees and contractors must know these fundamental rules. There are several issues that trigger the “appearance of impropriety” in procurements and become bases for contract cancellation, civil claims by the government and criminal enforcement by government:

Misuse of Another Company’s Trade Secrets. On July 24, 2003, the Air Force announced the reassignment of $1 billion worth of launches from Boeing’s Delta IV rocket program to Lockheed Martin. The Air Force also suspended three Boeing divisions from future competitions pending corrective Boeing action. The Air Force concluded that Boeing was in possession of proprietary Lockheed documents during the 1998 Evolved Expendable Launch Vehicle (EELV) source selection.

Most recently, the Department of Justice is publicly rumored to be contemplating asserting civil damages against Boeing as a result of the alleged improper conduct during the EELV source selection. These damages range potentially from $100 million to $170 million in projected Air Force program costs to shift launches to Lockheed Martin, which could arguably rise to between $300 million and $500 million, if applied in a controversial offensive manner. Civil damages have traditionally been limited to actual overpayments to the offending contractor, and have not included reimbursement of additional program costs incurred by the government to maintain competitive balance after a procurement impropriety.

Improper Employment Discussions. Boeing terminated the employment of two company officials for allegedly violating corporate policy governing employment discussions with government officials during the $17 billion Air Force tanker lease negotiations.

Appearance of Conflicts of Interest. On March 27, 2003, Richard Perle, chairman of the Defense Policy Board, resigned his chairmanship in the face of “appearance of impropriety” and potential conflict-of-interest allegations. As chairman, Perle advised the Pentagon on policy matters. Members of Congress charged that Perle’s representation of bankrupt Global Crossing, Ltd., in the proposed sale of the company to Singapore Technologies Telemedia Pte., created an appearance of impropriety because Global Crossing might benefit from undue influence. Public evidence strongly suggests that the representation was legal, but still created the appearance of a conflict-of-interest.

Submitting False Statements to the Government. In 1999, Samtech Research, a defense contractor, concealed the identity of a company owner who had previously been debarred from future contracts by the government. This allegedly resulted in other Samtech employees certifying falsely that no principal of the company was suspended or debarred from government contracting, violating the criminal False Statements Act.

Failing to Disclose Government Overpayment. The owner of Tech Data Management received an eight-month prison sentence for concealing a $584,000 overpayment by the U.S. Army. The owner allegedly failed to inform the Army, and then used a portion of the overpayment money for personal matters, creating a clear intent to conceal and divert taxpayer money. The owner was charged with converting government property for personal use in violation of Embezzlement of Government Property statute.

Gratuities, Bribery. A U.S. Navy electrical foreman was fined $10,000 and sentenced to 36 months probation for illegally accepting $9,300 in gratuities from a contractor. The foreman had assisted McCaffrey Electric Inc. in obtaining a Naval Air Warfare Center contract. The government employee was charged with violating the Federal Anti-Bribery Act.

Kickbacks to Prime Contractors from Subcontractors. In October 2003, the Department of Justice filed a civil complaint against Dynamics Research Corporation—a long-time Defense Department and Air Force contractor—for penalties and damages due to an alleged $10 million kickback scheme of two former DRC officers. The government’s complaint alleged that DRC violated the Anti-Kickback Act of 1986 by allegedly engaging in a scheme of kickbacks and overcharges for computer systems.

Integrity Principles
The following represents a list of key procurement integrity principles that are imposed upon both contractors and government employees:

1. Preventing the Appearance of Impropriety. Contractors and government employees should always strive to avoid even the appearance of impropriety, including the appearance of any personal conflict of interest. The general test is whether a “reasonable person in possession of the relevant facts” would see anything wrong or improper in the conduct.

2. Avoiding Civil and Criminal Conflicts of Interest. A personal conflict of interest arises when a government employee’s relationships compromises the integrity of the procurement system. That is separate and distinct from an organizational conflict of interest, where potential bias often can be mitigated by firewalls or non-disclosure agreements. There also is a criminal statute which prohibits government employees from participating in any government matter that may affect the employee’s financial interests.

3. Bans on Gifts From Contractors. Generally, government employees are prohibited from soliciting or accepting significant gifts from government contractors. Regulations also prohibit gifts given by contractors to influence performance of official duties, or frequent gifts that create the appearance of use of public office for private gain. The primary rule is to avoid even the appearance of bias, favoritism, or impropriety in any federal procurement.

4. Prohibition Against Employment Discussions. A government employee is prohibited from working on any matter that has a direct impact on the financial interests of the prospective employer without first receiving a written waiver. Criminal sanctions include up to one-year imprisonment or, if willful, five years, and a possible fine of $50,000 for each violation.

5. “Revolving Door” Restrictions. Former government employees are prohibited from representing a contractor on specific programs with which they were involved while still employed by the government.

This includes a lifetime ban on communications that are intended to influence the government on matters where the former government employee participated personally in his or her official capacity. There is also a two-year ban on communications by former government employees, who knew or should have known that the matter was pending under his or her official responsibility during the year prior to leaving government employment. There is a one-year “cooling off” period for “senior employees” that restricts substantive communications with the government employee’s former agency on behalf of a contractor.

6. Misuse of Official Position. Government employees are precluded from using their positions or government title “in a manner that is intended to coerce or induce another person, including a subordinate, to provide any benefit” to third parties.

7. Covenant Against Contingency Fees. Contractors may not pay contingency fees for obtaining contracts because of the potential for disguised bribes or kickbacks to government officials indirectly through contractor consultants. There is a narrow exception, allowing contingency fees to be reimbursed to the contractor from the government for bona fide employees or firms who specialize in marketing and consulting, so long as they do not seek to assert improper influence upon the government.

8. Employment Offers/Proprietary or Source Selection Information. The Procurement Integrity Act generally prohibits contractors from knowingly having employment discussions with procurement officials during competitions, unless the officials recuse themselves. It also prohibits contractors from making any effort to improperly obtain proprietary competing contractor information or government source selection information during a competition.

9. The Civil False Claims Act. This act imposes civil monetary damages triple the amount of actual government overpayment, plus a $5,000 - $10,000 civil penalty per false claim submitted on any person who knowingly submits a false or fraudulent claim for payment to the United States government. As a general rule, civil damages are brought against contractors for billing the government for the contracted product and then actually delivering a lesser/substandard item, or damages can be asserted for actual payments to contractors where the contractor never should have been awarded the contract due to improper conduct in the award. The government generally elects pursuit of civil damages against the contractor, rather than criminal prosecution, because of the lower burden of proof for the government, greater recovery of damages to benefit of government, and greater financial deterrent to contractors to police employees. Subcontractors also may be held liable for submitting false claims to prime contractors.

10. The Criminal False Claims Act. This makes it a crime to knowingly submit a false claim for payment to the government with knowledge of the falsity of the claim. Criminal false claims occur when a contractor knowingly attempts to be paid by the government for a false or fabricated claim. Subcontractors may also be subject to criminal prosecution.

11. The Criminal False Statements Act. This criminal statute prohibits a party from knowingly making a false statement (or material omission) to the government. Violation of the act does not require the government to have relied upon the false statement or even have had knowledge of the false statement.

12. The Trade Secrets Act. This criminal statute prohibits government employees from disclosing “to any extent not authorized by law” specific categories of information, including confidential and trade secret data of any third party.

13. The Anti-Kickback Act. This prohibits subcontractors from offering any form of a kickback to prime contractors in the inducement of a subcontract from the prime contractors. It also prohibits the prime contractor from soliciting any form of a kickback from the subcontractor in exchange for the subcontract.

Do’s and Don’ts in Procurement
Because every situation is unique, companies always should consult with counsel whenever there is a question that raises even the appearance of impropriety. This listing is provided for general guidance only and must not be relied upon as legal advice.

Contractor Do’s

  • Request government personnel to serve in an unpaid capacity on contractor management councils, business process reengineering teams or similar entities.
  • Serve on government process action teams or similar entities.
  • Participate in market surveys for products and services. This can include providing product demonstrations or permitting the government to “test drive” a product for a reasonable period of time.
  • Upon government request, provide product specifications; or in situations where contractor as a defense industry representative, assist government in the preparation, refinement, or coordination of specifications or statements of work.
  • Engage in public exchanges with the government to enhance the understanding of program requirements and industry capabilities before the government issues solicitations.
  • Submit unsolicited proposals as contemplated by federal regulations where the contractor has identified innovative solutions.
  • Communicate with members of Congress, subject to registration requirement of the Lobbying Disclosure Act.
  • Ask former government personnel who are employment candidates to provide an opinion from their former agency regarding the propriety of their potential employment as a pre-condition to being hired.
  • Have systems in place that require company officers and employees to comply with the highest ethical standards, and that make individuals accountable for failures to do so. Companies should provide employees with periodic training in procurement ethics.
  • Become thoroughly familiar with the government ethics regulations (Title 5 of the Code of Federal Regulations) and the Defense Department Joint Ethics Regulation (Directive 5500.7-R).
  • Join industrial associations that present the government with industry views on acquisition policy matters.
  • Participate in trade shows, market products and services listed on GSA schedule contracts and publish articles in professional publications.

Contractor Don’ts

  • Offer gratuities to government personnel (except as permitted by the Government-wide Ethics Regulation and the JER).
  • Seek or obtain source selection or competing proposal information (except as permitted under the Procurement Integrity Act).
  • Seek special consideration directly or indirectly from government officials.
  • Make any representation that the company can achieve certain results because of its relationship with government personnel.
  • Take any action that would compromise a government official’s ability to faithfully and properly perform the functions of his/her position.

Government Employee Do’s

  • Recognize that contractors are a part of the acquisition team (as acknowledged by FAR 1.1020-c) and treat them accordingly.
  • Serve in an unpaid capacity on contractor management councils, business process reengineering teams or similar entities.
  • Conduct market surveys for products and services as described in FAR Part 10, with an emphasis upon obtaining data from contractors on the availability of commercial items to satisfy agency needs. Market surveys can properly involve product demonstrations and the government “test driving” of a specific product for a reasonable time. (Market surveys require the disclosure of basic agency requirements to survey participants).
  • Request contractors or contractor associations to provide or assist in preparing specifications or statements of work (as permitted by FAR 9.505-2-a).
  • Speak before contractor symposia, workshops, conventions on acquisition policy issues or general agency requirements.
  • Request contractors to speak and participate in government sponsored acquisition conferences, workshops and symposia.
  • Attend industry trade shows, ship launches and aircraft rollout ceremonies.
  • Request contractors to serve on government business process re-engineering, integrated product teams or similar entities intended to improve or ensure the quality of government procedures and processes.
  • Ensure that contractors receive impartial, fair and equitable treatment, consistent with the requirements of FAR 1.606-2.
  • Become thoroughly familiar with and comply with the Government-wide Ethics Regulation found in Title 5 of the Code of Federal Regulations or the Defense Department Joint Ethics Regulation 5500.7-R.
  • As appropriate, discuss and negotiate proposed changes to the FAR and agency supplements publicly and transparently, in accordance with FAR 1.502 and 1.503.
  • Discuss acquisition policy issues with industry associations and solicit the views of such associations when formulating acquisition policy.

    Government Employee Don’ts

    • Provide source selection information or proprietary proposal information to any contractor (except as narrowly permitted by the Procurement Integrity Act).
    • Provide special favors or consideration to any contractor either directly or indirectly.
    • Place personal gain or privilege above the faithful performance of their duties as government officials.
    • Retaliate or discriminate against a contractor who files a protest or claim against the government.
    • Engage in any conduct that is prohibited by the Government-wide Ethics Regulation and the Defense Department JER.

    John Manfredonia, Mike Bennett and John Ford contributed to this article.

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