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Event: Meeting w/ Ducks Unlimited Start Date: 2025-03-04 18:30:00 +0000 End Date: 2025-03-04 19:00:00 +0000 Organizer: scheduling_interior <scheduling_interior@ios.doi.gov> Location: S1 Office Categories: ,Meeting Class: X-PERSONAL Date Created: 2025-03-03 14:07:42 +0000 Date Modified: 2025-03-04 05:13:06 +0000 Priority: 5 Attach: Office of the Secretary Meeting Request Form Ducks Unlimited.docx Alarm: Display the following message 15m before start Reminder Adam Putnam, DU CEO Ryan Taylor, DU staff and ND rancher Kellis Moss, DU staff Bob Spoerl, DU President and volunteer Andrew Lundquist - Ducks Unlimited Board Member and Senior Vice President of Government Affairs for ConocoPhillips Karen Waldrop - Ducks Unlimited Chief Conservation Officer Sierra Club v. Dept of Interior - 3:25-cv-05375-PHK 002899 SC_FOIA_0002264 Topline Guidance: After reviewing the information available for review, the DEO has not identified a legal prohibition to the Secretary attending and participating in a meeting with representatives from Ducks Unlimited, in his official capacity subject to compliance with the ethics guidance and limitations discussed below. Based on the information provided for ethics compliance review and given the Secretary's recusals from certain particular matters, including those created by financial interests in information technology and AI and mineral interests in North Dakota and payments from various companies, the Secretary should refrain from discussing making commitments, or otherwise personally and substantially participating in any particular matters of general applicability or particular matters involving specific parties, such as agreements, leases, permits, litigation, contracts, allotments, etc. during his remarks at this meeting unless he has separately and personally determined that he has no recusal in the particular matters under discussion. Please note that the Ducks Unlimited is a current is a funding recipient of DOI funds and a partner of the U.S. and Wildlife Service (https://www.fws.gov/partner/ducks-unlimited). Accordingly, while we defer to the preferences of the Secretary, we recommended that he consider including in this meeting appropriate subject matter experts, if any funding arrangements from the Department or partnership agreements will be discussed at the meeting. Background: As reflected in the attached Meeting Information Request Form, Ducks Unlimited has requested a meeting with the Secretary to discuss "Ducks Unlimited's priorities of wetlands conservation and a discussion of how those wetlands are conserved by working with DOI's agencies, private landowners, farmers, ranchers, public companies and many other diverse partners." Ducks Unlimited is a 501(c)(3) nonprofit organization with a stated mission to conserve, restore and manage wetlands and associated habitats for North America's waterfowl. See https://www.ducks.org/about-ducks-unlimited#mission (last visited Mar. 3, 2025). It is the understanding of the DEO that the following representatives of Ducks Unlimited will attend the meeting: Adam Putnam, CEO, Ducks Unlimited; Bob Spoerl, President and Board Member, Ducks Unlimited; Andrew Lundquist, Board Member, Ducks Unlimited; Kellis Moss, Staff member, Ducks Unlimited; Sierra Club v. Dept of Interior - 3:25-cv-05375-PHK 002900 SC_FOIA_0002265 Ryan Taylor, Staff member, Ducks Unlimited, and rancher in North Dakota; Andrew Lundquist, Board Member, Ducks Unlimited, and Senior Vice President of Government Affairs for ConocoPhillips; and Karen Waldrop -Chief Conservation Officer Ducks Unlimited. Per the Senate and House lobbying databases, Ms. Moss is a registered lobbyist, and Ducks Unlimited is a registered lobbying organization. Ethics Analysis: In completing our review, the DEO defers to the Secretary's determination that participating in this meeting furthers the mission and work of the Department. It is our understanding that the Secretary will participate in this meeting in his official capacity. Recusal Reminder As required by the criminal conflicts of interest law at 18 U.S.C. 208(a), the Secretary may not participate personally and substantially in any particular matter in which he knows that he has a financial interest directly and predictably affected by the matter, or in which he knows that a person whose interests are imputed to him has a financial interest directly and predictably affected by the particular matter, unless he first obtains a written waiver, pursuant to 18 U.S.C. 208(b)(1), or qualifies for a regulatory exemption, pursuant to 18 U.S.C. 208(b)(2). Additionally, as required by 5 C.F.R. 2635.502(a)(1), if the Secretary knows that a particular matter involving specific parties (grants, contracts, licenses, permits, applications, litigation, etc.) is likely to have an effect on the financial interests of a member of his household, and he determines that the circumstances would cause a reasonable person with knowledge of the relevant facts to question his impartiality in the matter, he should not participate in the matter unless he has received an authorization to do so. Also, as required by 5 C.F.R. 2635.502(a)(2), if he knows that person with whom he has a "covered relationship" is or represents a party to a particular matter involving specific parties, and he determines that the circumstances would cause a reasonable person with knowledge of the relevant facts to question his impartiality in the matter, he should not participate in the matter unless he has received an authorization to do so. Finally, the Secretary has signed a Limited Authorization to Participate in Matters Involving the State of North Dakota, which authorizes him to participate in particular matters involving the State of North Dakota, unless he knows that he has a financial interest directly and predictably affected by the matter, or in which he knows that a person whose interests are imputed to him has a financial interest directly and predictably affected by the particular matter. He also will not participate in any particular matter involving specific parties involving the State of North Dakota in which he knows that any person or entity with whom he has an identified covered relationship is a party or represents a party to the matter. Sierra Club v. Dept of Interior - 3:25-cv-05375-PHK 002901 SC_FOIA_0002266 Based on the information provided for ethics compliance review and given the Secretary's recusals from certain particular matters, including those created by financial interests in information technology and AI and mineral interests in North Dakota and payments from various companies, the Secretary should refrain from discussing making commitments, or otherwise personally and substantially participating in any particular matters of general applicability or particular matters involving specific parties, such as agreements, leases, permits, litigation, contracts, allotments, etc. during his remarks at this meeting unless he has separately and personally determined that he has no recusal in the particular matters under discussion. Additionally, while we defer to the preferences of the Secretary, we recommended that he consider including in this meeting appropriate subject matter experts, including representatives from the Office of the Solicitor, if any funding arrangements from the Department or partnership agreements will be discussed at the meeting. Additional Ethics Guidance: Please note the following general ethics guidance concerning the Secretary's participation in the meeting requested by Ducks Unlimited: 1. Official Title - Use of the Secretary's official title is permitted as he will be participating in the meeting in his official capacity. 5 C.F.R. 2635.702. 2. No Preferential Treatment - The Secretary must act impartially and not give preferential treatment to any private organization or individual and must avoid creating even the appearance that he is violating this requirement. 5 C.F.R. 2635.101(b)(8), (14). 3. No Use of Position for Private Gain - The Secretary may not use his public office for his own private gain or for the private gain of friends, relatives, or persons with whom he is affiliated in a nongovernmental capacity. This includes nonprofit organizations and entities/person with whom the Secretary has or seeks employment or business relations. 5 C.F.R. 2635.702. 4. Endorsement - Please remember that the Secretary may not use his official Government position or title or any authority associated with his public office to endorse any product, service, or enterprise, including non-profit and charitable organizations that may have some affiliation with DOI. 5 C.F.R. 2635.702(c). 5. Nonpublic Information -We further recommend that the Secretary refrain from disclosing non-public information during the meeting unless he determines in his discretion that it is appropriate to do so. 5 C.F.R. 2635.703. 6. Grass Roots Lobbying - The Secretary may not encourage members of the public, including those in attendance at the meeting, to engage in grassroots lobbying. Therefore, he should not encourage participants to contact legislators and government officials concerning any issues. Grassroots lobbying is activity directed at inducing members of the public to contact their elected representatives to urge support of, or opposition to, proposed or pending legislation or appropriations or any regulation, administrative action, or order issued by the executive branch of any Federal, state or local government. Additional information regarding the limitations on grass roots lobbying can be provided by the Division of General Law. Sierra Club v. Dept of Interior - 3:25-cv-05375-PHK 002902 SC_FOIA_0002267 7. No Partisan Political Activity - While the Secretary may discuss the Administration's policy priorities and ideological approach to proposed laws and regulations (especially in regard to DOI-related issues) during the meeting, he must strictly avoid partisan political activity in order to remain in compliance with the Hatch Act. Partisan political activity is any activity directed towards the success or failure of a political party, candidate for a partisan political office, or partisan political group and can include verbal remarks and speech. 8. Gifts - If the Secretary is provided with a gift or other token of appreciation in connection with his participation in the meeting, the DEO will also need to review the gift for proper disposition. To the extent that the Secretary's participation at or attendees to this meeting change, please let us know as soon as that information is available so we can update our ethics review. Sierra Club v. Dept of Interior - 3:25-cv-05375-PHK 002903 SC_FOIA_0002268