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https://www.mspb.gov/decisions/nonprecedential/Weinstein_MayAT-0843-18-0670-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MAY WEINSTEIN, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0843-18-0670-I-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jason Mirabella , Esquire, and Mark Weinstein , Esquire, Cumming, Georgia, for the appellant. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the reconsideration decision of the Office of Personnel Management (OPM), denying her application for a former spouse survivor annuity. Generally, we grant petitions such as this one only in the following circumstances: the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to supplement the rationale for concluding that the appellant is not entitled to a former spouse survivor annuity, we AFFIRM the initial decision. BACKGROUND The appellant’s former husband, Mr. Weinstein, retired in 1989, while the couple was still married. Initial Appeal File (IAF), Tab 7 at 43. Upon retirement, he became a Civil Service Retirement System (CSRS) annuitant. Id. The couple elected for the appellant to receive a survivor annuity upon Mr. Weinstein’s death. Id. at 43, 46. The couple subsequently divorced in December 2006. Id. at 16, 33-34. At the time of their divorce, they entered into a court -approved divorce agreement, which provided, “[e]ach party shall retain ownership of their bank and retirement accounts free of any claim of the other.” Id. at 22-23, 27. The agreement further provided that the parties released any claims against each other’s estates, such as claims for “family allowance.” Id. at 29. The parties do not dispute that Mr. Weinstein received annual notices from OPM in, as pertinent here, December 2005, December 2006, December 2007, and December 2008. IAF, Tab 15 at 15-16, Tab 25, Initial Decision (ID) at 4 -5.2 Those notices explained that if the annuitant had previously elected a survivor annuity for his then -spouse, it “terminate[d] upon . . . divorce,” and “a new survivor election is required within 2 years after the divorce if [he] wish[ed] to provide a former spouse [survivor] annuity.” IAF, Tab 15 at 18. The annuitant made no new election. IAF, Tab 7 at 8, 10. Mr. Weinstein did not inform OPM of his divorce until 2016, and never provided OPM with a copy of the divorce decree. Id. at 8. Therefore, OPM continued to reduce Mr. Weinstein’s monthly annuity payments to provide a survivor annuity for the appellant. Id. at 8-10. Mr. Weinstein died in December 2017. Id. at 19. The appellant filed an application with OPM for former spouse survivor annuity benefits. Id. at 16, 21. OPM denied this request, first in an initial decision and then in a reconsideration decision. Id. at 6-8, 14. The appellant filed this appeal, disputing OPM’s determination that she was not entitled to an annuity. IAF, Tab 1 at 4. After she waived her right to a hearing, the administrative judge issued an initial decision on the written record, affirming OPM’s reconsideration decision. IAF, Tab 23; ID at 2, 6. He reasoned that the appellant’s right to a survivor annuity terminated with her divorce from Mr. Weinstein, and the divorce agreement did not expressly provide for a survivor annuity. ID at 4-6. He also concluded that, contrary to the appellant’s arguments, OPM’s annual notices clearly informed Mr. Weinstein of the need to make a former spouse survivor annuity election within 2 years of the divorce. Id. Thus, because Mr. Weinstein made no such election, OPM properly denied the appellant’s survivor annuity application. ID at 6. The appellant has filed a petition for review, in which she argues that the administrative judge failed to consider an affidavit from her son. Petition for Review (PFR) File, Tab 1 at 6. She argues that this affidavit, submitted below, establishes that OPM provided her son with misleading information, effectively diluting or contradicting the information in its annual notices to Mr. Weinstein regarding the requirement for a post-divorce former spouse annuity survivor3 election. Id. at 12-16; IAF, Tab 10. The agency has submitted a non-substantive response to the petition for review. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW Divorce generally terminates a prior election for a survivor annuity for the former spouse. 5 U.S.C. § 8339(j)(5)(A)(ii). However, the divorced spouse is entitled to a survivor annuity if the annuitant elected one for her within 2 years after the divorce under 5 U.S.C. § 8339(j)(3), or if a survivor annuity is provided for in a divorce decree or a court order or court-approved property settlement agreement issued in conjunction with the divorce decree under 5 U.S.C. § 8341(h) (1). Walley v. Office of Personnel Management , 114 M.S.P.R. 198, ¶ 8 (2010). The administrative judge found, and the parties do not dispute on review, that the divorce agreement did not provide for a survivor annuity. ID at 4. Instead, the agreement stated that Mr. Weinstein and the appellant had no claims against each other’s “retirement accounts” and no entitlement to matters such as “family allowance.” See 5 U.S.C. § 8341(h)(1) (providing that a divorce decree must “expressly provide[]” for a former spouse survivor annuity); Walley, 114 M.S.P.R. 198, ¶ 8 (stating the same); Black’s Law Dictionary 92 (10th ed. 2014) (defining a “family allowance” as “a portion of a decedent’s estate set aside by statute” for the temporary support of a spouse or other close family members). We discern no basis to disturb this finding. OPM has a statutory obligation to notify each annuitant annually of his election rights under 5 U.S.C. § 8339(j). 5 U.S.C. § 8339 note; Djeridi v. Office of Personnel Management , 115 M.S.P.R. 250, ¶ 14 (2010). Thus, even absent an election under 5 U.S.C. § 8339(j)(3), a former spouse is entitled to a survivor annuity if OPM failed to provide this notice or provided information that “diluted or contradicted” its otherwise adequate notice and “there is some evidence that the employee wished his former spouse to receive the annuity.” Wood v. Office of Personnel Management , 241 F.3d 1364, 1366 -67 (Fed. Cir. 2001). 4 The administrative judge found that OPM provided adequate notice to Mr. Weinstein of his right to elect to provide a former spouse survivor annuity and he did not do so. ID at 4-6. We decline to disturb these undisputed findings. See Holder v. Office of Personnel Management , 47 F.3d 412, 415 (Fed. Cir. 1995) (finding sufficient OPM’s notice to an annuitant that if he was divorced he had a specified time period to elect a former spouse survivor annuity). However, we supplement this reasoning to address the appellant’s argument, raised both below and on review, that OPM provided Mr. Weinstein’s son with confusing information regarding the need to re-elect a survivor annuity for the appellant. IAF, Tab 14; PFR File, Tab 1 at 12-16. Although the administrative judge did not address this argument, we find that his failure to do so was harmless as it does not affect the outcome of this appeal. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (explaining that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). The son of Mr. Weinstein and the appellant submitted a sworn affidavit below, indicating that, as the executor of both his parents’ estates, he contacted OPM in 2006 to determine the effect of their pending divorce on the appellant’s survivor annuity. IAF, Tab 10 at 5-6. He indicated that, “OPM directed me to OPM document RI 84-1.” Id. at 6. He determined that no further action was necessary to continue the survivor annuity because this booklet, titled “Court-Ordered Benefits for Former Spouses,” provided that “a divorce does not affect a designation of beneficiary that was filed at some earlier time.” Id. The problem with the appellant’s argument is that her son’s reliance on the language he cites is not reasonable. See Wood, 241 F.3d at 1367 (evaluating the reasonableness of the annuitant’s alleged belief that he needed take no further steps to provide for a former spouse survivor annuity); Holder, 47 F.3d at 415 (considering, in evaluating the adequacy of OPM’s annual notices, whether the notice “reasonably informed” the annuitant of his right to elect a former spouse5 survivor annuity). Instead, as the appellant acknowledges, the language specifically concerns “life insurance or retirement lump sum benefits,” not survivor annuities.2 PFR File, Tab 1 at 15. The RI 84-1 separately states that, “[f]or a former spouse to receive payments after the retiree’s death, the retiree must elect, or the court order must provide for, a survivor annuity.” IAF, Tab 16 at 10-11. In addition, the annual notices provided to Mr. Weinstein specified that divorce would terminate a prior survivor election, and he would need to make a new election within 2 years to provide a survivor annuity to his former spouse. IAF, Tab 15 at 18. The circumstances here differ from those in Wood, 241 F.3d at 1366-67, in which the U.S. Court of Appeals for the Federal Circuit found that the accuracy of annual notices was undermined by OPM’s letter in response to an inquiry from an annuitant on the question of a survivor annuity for his spouse, whom he was then divorcing. The annuitant in Wood wrote to OPM, and asked what he could do to ensure that his then-wife would be entitled to the annuity after the divorce. Id. at 1365. OPM responded that he could “voluntarily elect to provide survivor coverage for an ex -spouse.” Id. OPM’s response did not explain that after his divorce, he would need to make a new election. Id. at 1365-67. Because OPM’s response could have led the annuitant to reasonably believe he had already made such an election, the Federal Circuit found OPM had effectively confused the accurate annual notices it sent to the annuitant following his divorce. Id. at 1367; see Hernandez v. Office of Personnel Management , 450 F.3d 1332, 1335 (Fed. Cir. 2006) (stating that notice of the right to elect a former spouse survivor annuity is insufficient if it does not explain that divorce terminates a previously 2 The appellant is represented in this matter by both her son and a private attorney. IAF, Tab 1 at 5-6. To the extent her private attorney has stated that OPM specifically identified the incorrect provision in the RI 84-1 to the appellant’s son, we have not considered this representation. IAF, Tab 14 at 6; PFR File, Tab 1 at 15. The appellant’s son’s affidavit does not support this statement, and the statement of the private attorney is not evidence. IAF, Tab 10 at 6; Marcantel v. Department of Energy , 121 M.S.P.R. 330, ¶ 6 n.1 (2014) (explaining that the statements of a party’s representative in a pleading do not constitute evidence).6 elected spouse survivor annuity, and that a new election is needed). In contrast, the relevant portion of RI 84-1 set forth the election requirement, and therefore did not dilute the annual notices OPM sent to the annuitant in the instant appeal. IAF, Tab 16 at 10-11. In addition, this case is distinguishable due to the quality of the annual notices the annuitant received. Part of the court’s reasoning in Wood was based on that fact that the annual notice “was itself hardly a model of clarity, and did little to correct the earlier confusion” caused by OPM’s response to the appellant’s earlier inquiry. 241 F.3d at 1367. The annual notice in Wood stated that the annuitant could “elect a survivor annuity for [his] former spouse within two years after the marriage ended.” Id. at 1366. In contrast, the annual notices provided to the annuitant in the instant appeal specified that divorce would terminate a prior survivor election, and he would need to make a new election within 2 years to provide a survivor annuity to his former spouse. IAF, Tab 15 at 18. Because we are not persuaded that OPM provided incorrect or confusing information to Mr. Weinstein or his son, we do not reach the appellant’s argument that Mr. Weinstein intended to provide her with a former spouse survivor annuity. PFR File, Tab 1 at 17-18. Accordingly, we affirm the initial decision as supplemented by this decision. NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 8 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the9 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of10 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 11 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Weinstein_MayAT-0843-18-0670-I-1__Final_Order.pdf
2024-05-21
MAY WEINSTEIN v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0843-18-0670-I-1, May 21, 2024
AT-0843-18-0670-I-1
NP
1,401
https://www.mspb.gov/decisions/nonprecedential/Long_Linda_J_PH-0845-19-0107-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LINDA J. LONG, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0845-19-0107-I-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Linda J. Long , Newark, Delaware, pro se. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND On November 21, 2017, the appellant requested reconsideration of an Office of Personnel Management (OPM) decision finding that she had been overpaid $48,256.00 in Federal Employees’ Retirement System (FERS) annuity benefits. Initial Appeal File (IAF), Tab 1 at 9. On January 14, 2019, OPM issued a reconsideration decision affirming its calculation of the overpayment and denying the appellant’s request for a waiver. Id. at 9-13. OPM indicated that it had collected $344.19 of the overpayment and would collect the balance ($47,911.81) in 935 monthly installments of $51.23 plus one installment of $11.76, beginning with the appellant’s April 1, 2019 annuity payment check. Id. at 13. On January 28, 2019, the appellant filed a Board appeal contesting OPM’s reconsideration decision. Id. at 1-7. On February 8, 2019, OPM moved to dismiss the appeal, stating that it had completely rescinded its January 14, 2019 final decision. IAF, Tab 4 at 4. In a filing dated February 13, 2019, OPM stated that, once the appeal was dismissed, it would remand the case to its Legal Reconsideration Branch for further development and the appellant would receive a decision about her annuity overpayment. IAF, Tab 5 at 3. The following day,2 the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction based on OPM’s rescission of its final decision. IAF, Tab 6, Initial Decision (ID) at 2. The appellant has filed a petition for review in which she argues the merits of her appeal but does not address the jurisdictional issue. Petition for Review (PFR) File, Tab 1 at 1-4. The appellant also submits several documents with her petition for review. Id. at 6-68. OPM has filed a brief response opposing the petition for review. PFR File, Tab 4. ANALYSIS The Board’s jurisdiction is limited to those matters over which it has been given jurisdiction by law, rule, or regulation. Maddox v. Merit Systems Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985). The appellant has the burden of proving the Board’s jurisdiction by a preponderance of the evidence. 5 C.F.R. § 1256(b)(2)(i)(A). The Board has jurisdiction over OPM determinations affecting an appellant’s rights or interests under FERS after OPM has issued a final decision, known as a reconsideration decision. 5 U.S.C. § 8461(e); 5 C.F.R. § 841.308; see Okello v. Office of Personnel Management , 120 M.S.P.R. 498, ¶ 14 (2014) (stating that a reconsideration decision is final and appealable to the Board). If OPM completely rescinds a reconsideration decision, the rescission divests the Board of jurisdiction over the appeal in which that reconsideration decision is at issue, and the appeal must be dismissed. Martin v. Office of Personnel Management , 119 M.S.P.R. 188, ¶ 8 (2013). However, the Board has held that, if OPM rescinds its reconsideration decision after the appellant files a Board appeal and it is apparent that OPM does not intend to issue a new decision, the Board retains jurisdiction to adjudicate the merits. See Triplett v. Office of Personnel Management , 100 M.S.P.R. 571, ¶¶ 5-7 (2005). Here, OPM asserted below that it had rescinded the reconsideration decision and clearly indicated that it intended to issue a new decision regarding3 the appellant’s annuity overpayment. IAF, Tab 4 at 4, Tab 5 at 3. The appellant has not suggested that OPM has not completely rescinded the reconsideration decision or that it does not intend to issue a new decision. Accordingly, we find that the administrative judge correctly dismissed this appeal for lack of jurisdiction.2 ID at 2. We decline to consider the documents that the appellant submits on review. The appellant submits several documents with her petition for review. PFR File, Tab 1 at 6-68. Under 5 C.F.R. § 1201.115(d), the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it is both new and material. Two of the documents the appellant submits on review—OPM’s October 31, 2017 decision notifying the appellant of the annuity overpayment and OPM’s January 14, 2019 reconsideration decision—are already part of the record below and thus are not new. Compare PFR File, Tab 1 at 10, 16-20, with IAF, Tab 1 at 9-14; see Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980) (stating that evidence that is already a part of the record is not new). Moreover, all of the documents the appellant submits on review are immaterial to the dispositive jurisdictional issue and would not warrant an outcome different from that of the initial decision. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). Therefore, we have not considered these documents. 2 As the administrative judge properly noted in the initial decision, the appellant may file an appeal of OPM’s new reconsideration decision if she is dissatisfied with it. ID at 2; see 5 C.F.R. § 831.110.4 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.5 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any6 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s7 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Long_Linda_J_PH-0845-19-0107-I-1__Final_Order.pdf
2024-05-21
LINDA J. LONG v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-0845-19-0107-I-1, May 21, 2024
PH-0845-19-0107-I-1
NP
1,402
https://www.mspb.gov/decisions/nonprecedential/Dodge_DennisAT-0752-19-0549-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DENNIS DODGE, Appellant, v. DEPARTMENT OF TRANSPORTATION, Agency.DOCKET NUMBER AT-0752-19-0549-I-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Andrew Kim , Esquire, Atlanta, Georgia, for the appellant. Alfred Jonathan Jackson , Esquire, and Erin Oliver , Esquire, College Park, Georgia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s action suspending him for 30 days. On petition for review, the appellant argues that the administrative judge erred in her factual findings and credibility determinations. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of 1A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal,2 we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 The agency filed its response to the appellant’s petition for review 2 days late. Petition for Review (PFR) File, Tabs 2-3. The agency did not file a motion to accept the filing as timely, or to waive the time limit for filing, as instructed by the Acting Clerk of the Board. PFR File, Tab 4; see 5 C.F.R. § 1201.114(j). Accordingly, we have not considered the agency’s response to the petition for review. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Dodge_DennisAT-0752-19-0549-I-1__Final_Order.pdf
2024-05-21
DENNIS DODGE v. DEPARTMENT OF TRANSPORTATION, MSPB Docket No. AT-0752-19-0549-I-1, May 21, 2024
AT-0752-19-0549-I-1
NP
1,403
https://www.mspb.gov/decisions/nonprecedential/Walker_James_L_SF-1221-18-0510-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES L. WALKER, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-1221-18-0510-W-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 James L. Walker , Helendale, California, pro se. Robert Aghassi and Veronica Hale , Barstow, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction based on the administrative judge’s finding that the appellant elected to grieve the personnel actions at issue. After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under 5 C.F.R. § 1201.115 for granting the petition for review and therefore we DENY it. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). Because there is some uncertainty regarding the correctness of the administrative judge’s election of remedies finding, we VACATE the initial decision and instead DISMISS the appellant’s appeal for lack of jurisdiction on the grounds that he failed to nonfrivolously allege that he made a protected disclosure or engaged in a protected activity that was a contributing factor in either of the personnel actions at issue. BACKGROUND The appellant is employed by the agency as a WG-09 Painter. Initial Appeal File (IAF), Tab 12 at 56. In an October 4, 2017 notice, the agency suspended him for 14 days, effective October 10, 2017. Id. at 11-12. That month, the appellant filed three complaints or grievances regarding his suspension. First, on October 6, 2017, the appellant filed a complaint with the Office of Special Counsel (OSC). IAF, Tab 13 at 74-82. Second, on October 16, 2017, the appellant filed a complaint with the Federal Labor Relations Authority (FLRA). IAF, Tab 5 at 7, Tab 8 at 5. And third, on October 26, 2017, the appellant filed a grievance under the agency’s negotiated grievance procedure. IAF, Tab 12 at 32-36. On December 19 2017, the agency proposed to suspend the appellant for misconduct allegedly committed in November 2017. Id. at 64-65. Eight days later, on December 27, 2017, the appellant filed a formal equal employment opportunity (EEO) complaint. IAF, Tab 11 at 13-15. The agency ultimately suspended the appellant, again for 14 days, effective February 19, 2018. IAF, Tab 12 at 57. In a statement to the FLRA dated January 28, 2018, which the appellant submitted to the administrative judge as part of his jurisdictional response, the appellant wrote that OSC had dismissed his complaint. IAF, Tab 5 at 6. The appellant then filed another complaint with OSC on February 28, 2018. IAF, Tab 4 at 5. In that complaint, he indicated that both the October 2017 suspension2 and the February 2018 suspension were taken in reprisal for his protected disclosures or activities implicating the official who issued the October 2017 suspension (hereinafter “the first deciding official”) in wrongdoing when the official instructed agency employees to perform work that should have been performed by contractors. Id. at 7-9. The appellant also indicated to OSC that he was retaliated against because of complaints he filed, as well as affidavits and testimony he submitted, critical of the first deciding official. Id. at 9. On April 26, 2018, OSC terminated its investigation into the appellant’s February 2018 complaint and informed him of his right to seek corrective action with the Board. IAF, Tab 4 at 1-2. OSC found that, because the appellant had apparently elected to file grievances regarding his suspensions, it had no basis for inquiring into the matter. Id. at 2. The appellant filed this IRA appeal on May 7, 2018. IAF, Tab 1. With his initial appeal, the appellant included OSC’s April 26, 2018 letters closing its investigation and summarizing the complaint. Id. at 7, 12. The appellant made no reference to the complaint he filed with OSC in October 2017. IAF, Tab 1. He checked the box indicating that he was appealing a suspension of more than 14 days and included the proposal and decision notices and the Standard Forms (SF) 50 for both suspensions. Id. at 4, 8-11, 16-18, 21-22. The appellant acknowledged that on October 26, 2017, he had filed a grievance regarding the suspension he was appealing. Id. at 5. The administrative judge informed the appellant of his burden to establish the Board’s jurisdiction over the IRA appeal and ordered him to submit a statement identifying, inter alia, his protected disclosures and activities and why he believed they were a contributing factor in the agency actions taken against him. IAF, Tab 3 at 2-8. The appellant made multiple filings in response to the administrative judge’s order, submitting documents related to his grievance, EEO and FLRA complaints, and correspondence with a Member of Congress.2 IAF, 2 The appellant’s filings contain numerous duplicate copies of documents. 3 Tabs 4-6, 8, 10-11, 13-18. He also submitted his October 2017 OSC complaint and his February 2018 OSC complaint, along with additional copies of OSC’s April 26, 2018 letters regarding the February 2018 complaint. IAF, Tab 13 at 74-84. At no point did the appellant file a pleading compliant with the administrative judge’s order to provide a narrative response or a statement as outlined by the administrative judge.3 In his initial decision, the administrative judge found that, although there was evidence in the record about the February 2018 suspension, the appellant only identified the October 2017 suspension as the personnel action at issue in this IRA appeal. IAF, Tab 20, Initial Decision (ID) at 8. He concluded that the undisputed record reflected that the appellant elected to grieve his October 2017 suspension and that the appellant therefore failed to nonfrivolously allege Board jurisdiction over this IRA appeal. ID at 8-9. On petition for review, the appellant does not contest the administrative judge’s jurisdiction finding and submits a number of documents. Petition for Review (PFR) File, Tab 3. The agency has filed a response opposing the petition, and the appellant has filed a reply. PFR File, Tabs 5, 7. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over an IRA appeal if an appellant exhausts his administrative remedies before OSC and makes nonfrivolous allegations that (1) he made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 3 The agency submitted its file to the Board on May 31, 2018. IAF, Tab 12. On June 3, 2018, the appellant submitted another complaint with OSC, vaguely alleging that the agency was being deceitful in its filing with the Board. IAF, Tab 14 at 5-13. He also noted that he had made a disclosure to a member of Congress on September 1, 2015. Id. at 9. The June 2018 OSC complaint and the 2015 disclosure are not at issue in this appeal. 4 5 U.S.C. § 2302(a). Graves v. Department of Veterans Affairs , 123 M.S.P.R. 434, ¶ 12 (2016). However, under certain circumstances, when an appellant makes a binding election to grieve a personnel action pursuant to the provisions of a negotiated grievance procedure before he files a complaint with OSC about that personnel action, the Board will lack jurisdiction to consider an IRA appeal concerning that personnel action. See 5 U.S.C. § 7121(g); Agoranos v. Department of Justice , 119 M.S.P.R. 498, ¶ 14 (2013). Here, the administrative judge found that the Board lacked jurisdiction over this IRA appeal because the appellant had first elected to grieve his suspension. ID at 8-9. As discussed below, we find that this appeal should be dismissed for lack of jurisdiction on other grounds. We therefore need not address the election of remedies issue and what effect the appellant’s decision to file his first complaint with OSC on October 6, 2017 (prior to challenging the suspension in any other fora) has on the administrative judge’s jurisdictional finding. See Weslowski v. Department of the Army , 80 M.S.P.R. 585, ¶ 14 n.1 (finding that the Board need not address whether it lacked jurisdiction over an appeal due to an election of remedies issue when it lacked jurisdiction over the appeal on other grounds), aff’d, 217 F.3d 854 (Fed. Cir. 1999) (Table). Accordingly, we vacate the initial decision. The appellant exhausted his administrative remedies regarding his claims that he was suspended in October 2017 and in February 2018 because he made a disclosure concerning the first deciding official, filed a complaint with the FLRA, and filed an EEO complaint. The Board, in Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶¶ 10-11, clarified the substantive requirements of exhaustion. The requirements are met when an appellant has provided OSC with a sufficient basis to pursue an investigation. The Board’s jurisdiction is limited to those issues that were previously raised with OSC. However, appellants may give a more detailed account of their whistleblowing activities before the Board than they did to OSC. Id. Appellants may demonstrate exhaustion through their initial OSC complaint;5 evidence that they amended the original complaint, including but not limited to OSC’s determination letter and other letters from OSC referencing any amended allegations; and, their written responses to OSC referencing the amended allegations. Id. Appellants also may establish exhaustion through other sufficiently reliable evidence, such as an affidavit or a declaration attesting that they raised with OSC the substance of the facts in the Board appeal. Id.4 When, as in this case, an appellant has filed multiple complaints with OSC, exhaustion may only be demonstrated through the complaint that led to the filing of the IRA appeal before the Board. See Becker v. Department of Veterans Affairs, 76 M.S.P.R. 292, 298 n.3 (1997). The Board will not consider any matters raised in other OSC complaints, unless they were also raised in the OSC complaint that led to the IRA appeal before it. Id. Here, the record contains evidence of three complaints the appellant filed with OSC. IAF, Tab 4 at 5-11, Tab 13 at 74-82, Tab 14 at 5-13. It was the second of these complaints, filed in February 2018, that led to the filing of this IRA appeal. IAF, Tab 1 at 7, 12-13. Accordingly, in determining whether the appellant exhausted his administrative remedies with OSC prior to filing this IRA appeal, we will only review the appellant’s February 2018 OSC complaint, see Becker, 76 M.S.P.R. 292, 298 n.3, along with any correspondence between the appellant and OSC pertaining to that complaint, see Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). In his February 2018 OSC complaint, the appellant raised two personnel actions—the October 2017 suspension and the February 2018 suspension. IAF, Tab 4 at 9. He indicated that these actions were taken in reprisal for his reporting that the first deciding official instructed agency employees to perform work that 4 The Whistleblower Protection Enhancement Act (WPEA), which went into effect on December 27, 2012, does not affect the relevant holding in this cited authority, nor does it affect the relevant holdings in the other authorities cited herein that were issued prior to the effective date of the WPEA. See Pub. L. No. 112-199, 126 Stat. 1465 (2012). Additionally, all of the relevant events in this appeal occurred after the December 27, 2012 effective date of the WPEA. Therefore, we have applied the WPEA to this appeal.6 should have been performed by contractors and for a complaint he filed with the FLRA.5 Id. at 8-9. The appellant also indicated that he had filed an EEO complaint on December 27, 2017.6 Id. at 6. Thus, based on the appellant’s OSC complaint, we find that he exhausted these claims with OSC. In the analysis of the appellant’s reprisal claims that follows, we first find that the appellant failed to nonfrivolously allege that his report about the first deciding official instructing employees to perform work that should have been performed by contractors constitutes a protected disclosure. We then find that the appellant failed to nonfrivolously allege that his EEO complaint constituted a protected activity. Finally, we find that, while the appellant nonfrivolously alleged that his complaint with the FLRA was protected, he failed to nonfrivolously allege that the protected activity was a contributing factor toward either of the two suspensions raised by the appellant. 5 In his OSC complaint, the appellant indicated that he filed a complaint with the FLRA on February 19, 2018. IAF, Tab 4 at 6. The record contains a FLRA complaint form, which the appellant signed on October 16, 2017. IAF, Tab 8 at 5. In a January 28, 2018 statement in support of his FLRA complaint, the appellant stated that he filed that complaint on October 16, 2017. IAF, Tab 5 at 7. Other than the statement in the February 2018 OSC complaint, there is no evidence in the record supporting a conclusion that the appellant filed a complaint with the FLRA other than on October 16, 2017. To the extent that the appellant was referring to another complaint he filed with the FLRA, he has failed to nonfrivolously allege that his filing of the complaint was a protected activity because there is no indication in the record, or allegation by him, that it concerned remedying reprisal for whistleblowing. See Elder v. Department of the Air Force, 124 M.S.P.R. 12, ¶ 39 n.8 (2016). 6 The appellant additionally indicated that he filed some type of complaint or grievance on November 16, 2017. IAF, Tab 4 at 9. However, there is no other indication in the record regarding any complaint or grievance being filed on this date. Similarly, although the appellant referenced appealing his discrimination complaint to the Equal Employment Opportunity Commission on February 16, 2018, id. at 6, there is no other evidence or allegation about such an appeal in the record.7 The appellant failed to nonfrivolously allege that he made a protected disclosure regarding agency employees performing work that should have been done by contractors. After determining which claims the appellant exhausted with OSC, we must consider whether the appellant has nonfrivolously alleged that he made a protected disclosure or engaged in protected activity. See Salerno v. Department of the Interior, 123 M.S.P.R. 230, ¶ 5 (2016); Carney v. Department of Veterans Affairs, 121 M.S.P.R. 446, ¶ 5 (2014). A nonfrivolous allegation of a protected disclosure is an allegation of fact that, if proven, would show that the appellant disclosed a matter that a reasonable person in his position would believe evidenced one of the categories of wrongdoing specified in 5 U.S.C. § 2302(b) (8). Salerno, 123 M.S.P.R. 230, ¶ 6. The test to determine whether a putative whistleblower has a reasonable belief in the disclosure is an objective one: whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee could reasonably conclude that the actions of the agency evidenced a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. Id. The disclosure must be specific and detailed, not vague allegations of wrongdoing. Id. Additionally, to make a protected disclosure of a violation of law, rule, or regulation, an individual ordinarily must identify the specific law, rule, or regulation that was violated. Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶ 24 (2015). However, an employee need not identify a statutory or regulatory provision by a particular title or number “when the employee’s statements and the circumstances surrounding the making of those statements clearly implicate an identifiable violation of law, rule, or regulation.” Langer v. Department of the Treasury, 265 F.3d 1259, 1266 (Fed. Cir. 2001). Here, the agency proposed the appellant’s second suspension (which was effected in February 2018), in part, because on November 16, 2017, he engaged in8 inappropriate behavior by raising his voice and becoming irate when telling a Contracting Officer, among others, that illegal aliens were performing painting work on the base. IAF, Tab 12 at 57, 64-67, 70. However, the appellant asserted that he never made assertions of illegal aliens working on the base. IAF, Tab 5 at 28. Instead, the appellant indicated that on November 16, 2017, he was investigating whether an order he was given—regarding striping lines on pavement and painting a building—would be in violation of a law, rule, or regulation, because that “use[d] to be a contractor function and may still be.” IAF, Tab 5 at 27. The appellant stated that around noon that day he told the official who proposed the February 2018 suspension (hereinafter, “the second proposing official”) that he was going to a particular part of the base “for investigative reasons.”7 Id. He also asserted that the second suspension was taken in reprisal for his whistleblowing disclosure about the striping and painting work. Id. at 12-13, 27. Although the appellant indicated that he investigated whether the order regarding painting was in violation of a law, rule, or regulation, id. at 27, he has not identified any provision that a reasonable person in his position might have believed the agency violated. Nor do his allegations clearly implicate an identifiable violation of law, rule, or regulation. Accordingly, we find that the appellant failed to nonfrivolously allege that he made a protected disclosure evidencing a violation of law, rule, or regulation. See Ayers, 123 M.S.P.R. 11, ¶ 24. We further find that the appellant has failed to nonfrivolously allege that he disclosed a matter that a reasonable person in his position would believe evidenced gross mismanagement, a gross waste of funds, an abuse of authority, or 7 The second proposing official stated that the appellant told him he was going to that particular part of the base for an appointment, which the second proposing official assumed concerned his grievance or EEO activity. IAF, Tab 12 at 72. The record is unclear as to whom the appellant alleges he made his disclosure, or what, precisely, he said when he made the disclosure. 9 a substantial and specific danger to public health or safety. See Salerno, 123 M.S.P.R. 230, ¶¶ 5-6. The appellant failed to nonfrivolously allege that his filing of an EEO complaint was protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). Under 5 U.S.C. § 2302(b)(9)(A), it is a protected activity to exercise “any appeal, complaint, or grievance right granted by any law, rule, or regulation— (i) with regard to remedying a violation of [5 U.S.C. § 2302(b)(8)]; or (ii) other than with regard to remedying a violation of [5 U.S.C. § 2302(b)(8)].” However, of the two provisions, an employee or applicant for employment may seek corrective action from the Board only for protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). 5 U.S.C. § 1221(a); Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 7 (2013). In other words, the appellant may seek corrective action from the Board for reprisal for filing an EEO complaint only if the EEO complaint itself was seeking to remedy a violation of 5 U.S.C. 2302(b)(8). In his OSC complaint, the appellant indicates that he filed an EEO complaint on December 27, 2017. IAF, Tab 4 at 6. The record contains a copy of the agency’s notice to the appellant acknowledging the complaint, but that notice does not indicate what the complaint pertained to. IAF, Tab 11 at 13-15. The EEO complaint itself is not in the record, and the appellant has failed to specify what he stated in the complaint.8 Accordingly, we find that the appellant has failed to nonfrivolously allege that his filing of the EEO complaint sought to remedy a violation of 5 U.S.C. § 2302(b)(8), and therefore it does not constitute protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). 8 In a May 15, 2018 filing with the Board, the appellant provided two affidavits apparently filed in his EEO complaint earlier that month. IAF, Tab 5 at 10-14, 25-30. Among other things, he indicated that he was retaliated against for his whistleblowing disclosures against the proposing official in his second suspension. However, the affidavits do not explain whether the appellant asserted in his December 27, 2017 EEO complaint or any time prior to May 2018 that he was retaliated against for making a protected disclosure. Id. at 10-14, 25-30. 10 The appellant nonfrivolously alleged that he engaged in protected activity under 5 U.S.C. § 2302(b)(9)(A)(i) by filing a complaint with the FLRA. In the complaint he filed with the FLRA, the appellant alleged that the first deciding official violated “multiple laws,” as well as “base order 12750,” and engaged in prohibited personnel practices and reprisal. IAF, Tab 8 at 5. He cites to 5 U.S.C. § 2302 in apparent support of his claim. Id. In a January 28, 2018 statement in the FLRA case, the appellant further explained, among other things, that the first deciding official violated the Federal statute dealing with unfair labor practices by disciplining him because he gave information about an assault and battery charge that he filed after an incident with a coworker at work. IAF, Tab 5 at 4. Thus, the appellant’s complaint with the FLRA included a claim that in reprisal for his disclosures about the workplace assault and battery the agency disciplined him. Such an agency action would constitute a violation of 5 U.S.C. § 2302(b)(8), which prohibits reprisal for making disclosures about violations of law, which an assault and battery would clearly constitute. Therefore, we find that the appellant’s complaint to the FLRA is covered by 5 U.S.C. § 2302(b)(9)(A)(i), and therefore he has nonfrivolously alleged that he engaged in a protected activity for which he may seek corrective action from the Board. See Mudd, 120 M.S.P.R. 365, ¶ 7. Nevertheless, for the reasons stated below, we still find that he failed to establish the Board’s jurisdiction over the claim. The appellant has failed to nonfrivolously allege that the prosecution of his FLRA complaint was a contributing factor in the personnel actions at issue. The next jurisdictional inquiry is whether the appellant has nonfrivolously alleged that his protected disclosure or activity was a contributing factor in the agency’s decision to take the personnel actions at issue. Salerno, 123 M.S.P.R. 230, ¶ 5; Carney, 121 M.S.P.R. 446, ¶ 7; see 5 U.S.C. §§ 1221(e)(1). A protected disclosure or activity is a contributing factor if it in any way affects an agency’s11 decision to take a personnel action. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way to establish contributing factor is the so-called knowledge-timing test. Wadhwa v. Department of Veterans Affairs , 110 M.S.P.R. 615, ¶ 12, aff’d, 353 F. App’x 435 (Fed. Cir. 2009). Under that test, an appellant can prove the contributing factor element through evidence showing that the official taking the personnel action knew of the protected disclosure or activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or activity was a contributing factor in the personnel action. Carney, 121 M.S.P.R. 446, ¶ 7; Wadhwa, 110 M.S.P.R. 615, ¶ 12. An appellant may satisfy the knowledge prong of the knowledge-timing test by proving that the official taking the action had constructive knowledge of the protected disclosure or activity, even if the official lacked actual knowledge. See Nasuti v. Department of State , 120 M.S.P.R. 588, ¶ 7 (2014). An appellant may establish constructive knowledge by showing that an individual with actual knowledge of the disclosure or activity influenced the official accused of taking the retaliatory action. Id. An appellant may satisfy the timing prong of the knowledge-timing test by showing that the personnel action at issue occurred within 2 years of the protected disclosure or activity. Salerno, 123 M.S.P.R. 230, ¶ 14. However, contributing factor cannot be established when a personnel action precedes an appellant’s purported disclosure or protected activity. See El v. Department of Commerce , 123 M.S.P.R. 76, ¶ 10 (2015). Here, the appellant filed his FLRA complaint on October 16, 2017, and it therefore could not have contributed to the agency’s decision on October 4, 2017, to suspend the appellant effective October 10, 2017.9 IAF, Tab 8 at 5, Tab 12 at 11-16; see El, 123 M.S.P.R. 76, ¶ 10. 9 Similarly, the appellant’s purported disclosure in November 2017 and his filing of an EEO complaint in December 2017 could not have contributed to his first suspension in October 2017. IAF, Tab 5 at 27, Tab 11 at 13-15; see El, 123 M.S.P.R. 76, ¶ 10.12 Furthermore, the appellant has failed to allege that anyone who was involved in suspending him in February 2018, such as the proposing or deciding officials, were aware—before that suspension was affected—that he had filed a complaint with the FLRA. In addition, the appellant has not alleged that an individual with knowledge of his FLRA complaint influenced the proposing or deciding officials. We will not infer knowledge of the appellant’s protected activities to any agency official based only on a closeness in time between an activity and a personnel action that the appellant conclusory alleges was retaliatory. See Kerrigan v. Merit Systems Protection Board , 833 F.3d 1349, 1355 (Fed. Cir. 2016) (holding that, even at the jurisdictional phase where the employee’s burden is significantly lower than at the merits stage, it is not appropriate to infer knowledge on the part of any agency officials based only on the closeness in timing and the appellant’s conclusory allegation that their actions were done in retaliation). Accordingly, we conclude that the appellant failed, under the knowledge-timing test, to nonfrivolously allege that his FLRA complaint was a contributing factor to his February 2018 suspension. Stiles v. Department of Homeland Security , 116 M.S.P.R. 263, ¶ 23 (2011) (finding that the appellant failed to establish contributing factor through the knowledge-timing test where he failed to show that the any of the officials involved in his nonselection were aware of his protected disclosure). The knowledge-timing test is not the only way for an appellant to satisfy the contributing factor element. 5 U.S.C. § 1221(e)(1); Stiles, 116 M.S.P.R. 263, ¶ 24. If the appellant fails to satisfy that test, we must consider other evidence, such as that pertaining to the strength or weakness of the agency’s reasons for taking the personnel action, whether the whistleblowing was personally directed at the proposing or deciding officials, and whether those individuals had a desire or motive to retaliate against the appellant. Id. As previously indicated, the agency suspended the appellant in February 2018 because in November 2017 he engaged in inappropriate behavior13 by raising his voice and becoming irate when confronting a Contracting Officer about the individuals performing painting on the base. IAF, Tab 12 at 57, 64-67, 70. In support of its action, the agency’s evidence includes the Contracting Officer’s written statement to a police officer attesting to the appellant’s behavior, as well as the police officer’s report that other individuals also reported that they observed the incident. Id. at 67, 70-71. Thus, the strength of the agency’s case vitiates against a finding of contributing factor. Furthermore, the appellant’s FLRA complaint was not personally directed at the proposing or deciding officials of the appellant’s February 2018 suspension, further supporting a finding of no contributing factor. IAF, Tab 5 at 4. Finally, the appellant has not identified a motive for the proposing and deciding officials in the second suspension to retaliate against him. Thus, accepting all of the appellant’s nonfrivolous allegations as true, he has failed to establish that his FLRA complaint was a contributing factor in the agency’s decision to suspend him in February 2018. The appellant has failed to establish any other basis for granting the petition for review. The appellant has attached a few documents on review, including OSC’s April 26, 2018 close-out letters, the agency’s first-step grievance decision, and SF-50s documenting his suspensions. PFR File, Tab 3 at 4-12. Only one of the documents attached on review—a copy of a September 10, 2017 email from the appellant to agency officials regarding his work leader allegedly pushing him— was not a part of the record below. Id. at 11. First, we note that evidence already in the record is not new. Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980). Second, the Board will normally only consider evidence submitted for the first time on review upon a showing that it was previously unavailable despite the petitioner’s due diligence. See Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980); 5 C.F.R. § 1201.115(d). The appellant has not explained why he could not have submitted the September 10, 2017 email before14 the administrative judge. In any event, the documents do not provide a basis for granting the petition for review because the appellant has not shown that they are of sufficient weight to warrant an outcome different from that of the initial decision. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980). Additionally, the appellant asserts on review that the agency is supporting its case against him with two “false” witnesses. PFR File, Tab 3 at 3. His allegation is immaterial to whether he has established the Board’s jurisdiction over this IRA appeal. We also note that the appellant has referred to his two suspensions as being “back to back,” IAF, Tab 4 at 8-9, and indicated in his initial appeal that he was challenging a suspension of more than 14 days, IAF, Tab 1 at 4. To the extent that the appellant argues that the Board should consolidate his two suspensions for jurisdictional purposes, we decline to do so because he has not shown that the suspensions were based on the same reason and that the agency attempted to circumvent Board jurisdiction by imposing multiple suspensions of 14 days or less. See Palmer v. Department of Transportation , 109 M.S.P.R. 438, ¶¶ 5-6 (2008). For the reasons stated above, we find that the appellant has failed to establish the Board’s jurisdiction over this IRA appeal. NOTICE OF APPEAL RIGHTS10 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their 10 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions to provide a comprehensive summary of all available review options. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 15 jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The16 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file17 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),”then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction. The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 18 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Walker_James_L_SF-1221-18-0510-W-1__Final_Order.pdf
2024-05-21
JAMES L. WALKER v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-1221-18-0510-W-1, May 21, 2024
SF-1221-18-0510-W-1
NP
1,404
https://www.mspb.gov/decisions/nonprecedential/Mendenhall_Linda_A_AT-0752-15-0718-C-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LINDA ANN MENDENHALL, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER AT-0752-15-0718-C-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Stanford J. Mendenhall , Camden, Alabama, for the appellant. Toby V. Davis , Esquire, and Scott M. Merrifield , Redstone Arsenal, Alabama, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied her petition for enforcement. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. We MODIFY the administrative judge’s analysis of the agreement’s clean record and neutral reference provisions and AFFIRM the remainder of the initial decision. BACKGROUND The parties entered into a settlement agreement resolving the appellant’s joined Board appeals. Mendenhall v. Department of the Army , MSPB Docket No. AT-0752-15-0718-I-2, Appeal File (I-2 AF), Tab 6, Initial Decision (ID) at 1-2. The administrative judge entered the agreement into the record for enforcement purposes and dismissed the joined appeals as settled. Id. The initial decision became final after neither party filed a petition for review. ID at 3. In relevant part, the agency agreed to cancel the appellant’s removal and issue a Standard Form (SF) 50 designating her separation as a resignation; pay her $45,000; provide her a neutral reference from a designated point of contact (DPOC); and remove documents from her official personnel file (OPF) pertaining to other personnel actions. I-2 AF, Tab 7 at 2-4. In exchange, the appellant agreed to waive her Board appeal rights. Id. at 3. The appellant filed a petition to enforce the settlement agreement. Mendenhall v. Department of the Army , MSPB Docket No. AT-0752-15-0718- C-1, Compliance File (CF), Tab 1. The agency showed that it had complied with each of its aforementioned obligations under the agreement. CF, Tab 7. In reply, 3 the appellant disputed the agency’s evidence and reasserted her claims of breach. CF, Tab 11 at 4-28. She also challenged other actions taken by the Department of the Air Force (AF), her subsequent employer. Id. at 4-42. After considering the parties’ submissions and determining that the Board had authority to enforce the settlement agreement, the administrative judge issued a compliance initial decision, denying the appellant’s petition for enforcement. CF, Tab 12, Compliance Initial Decision (CID) at 1-2 n.2. He determined that the agreement did not contain an alleged gag order provision and that the agency showed it had complied with the neutral reference provision. CID at 2-3. He further found that the AF’s investigation into her employment history was not a basis for finding noncompliance because it was not a party to the agreement. CID at 3 n.2. He did not address the appellant’s other claims of wrongdoing by the AF. The appellant has filed a compliance petition for review, alleging that the agency breached the clean record and neutral reference provisions. Compliance Petition for Review (CPFR) File, Tab 1. The agency has filed a response. CPFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The Board has the authority to enforce a settlement agreement that, like the agreement in this case, has been entered into the record in the same manner as any final Board decision or order. Haefele v. Department of the Air Force , 108 M.S.P.R. 630, ¶ 7 (2008). As the party asserting noncompliance, the appellant bears the burden of proving by preponderant evidence that the agency breached the settlement agreement. Id. However, following the appellant’s filing of a petition for enforcement, the agency must produce relevant, material evidence of its compliance with the agreement. Id. 4 The appellant did not prove that the agency breached the clean record provision. Below, the appellant alleged that the agency failed to rescind or expunge her personnel records. CF, Tab 11 at 5-6, 11. She also alleged that the agency disclosed improper information in violation of what she termed the settlement’s “gag order,” which she interpreted as prohibiting the agency from disclosing any information about the settlement agreement.2 Id. at 6-7, 11-12. We construe the appellant’s arguments as a claim that the agency violated the agreement’s non-disclosure provision. The appellant raises similar arguments on review. CPFR File, Tab 1 at 6 -7. The settlement agreement does not contain a non-disclosure provision as broad as the appellant contends. However, both the U.S. Court of Appeals for the Federal Circuit and the Board have construed settlement agreements that call for rescinding a for-cause removal and issuing an SF-50 that reflects a resignation to also contain implied provisions for expunging removal -related documents from the employee’s OPF and non-disclosure of the rescinded action to third parties— in other words, a “clean record” settlement. Conant v. Office of Personnel Management, 255 F.3d 1371, 1376 (2001);3 Doe v. Department of the Army , 116 M.S.P.R. 160, ¶ 8 (2011). The agreement expressly limited the agency’s expungement obligations to the specified personnel actions, including the appellant’s removal. I -2 AF, Tab 7 at 2-4. Pursuant thereto, the agency expunged the relevant personnel records from the appellant’s electronic OPF. CF, Tab 7 at 18-22, 24, 27. We further find that, to the extent the implied non-disclosure provision exists and regardless of whether we rely on the agency’s 2 Similarly, the appellant argues that the agency violated “the Clean Record Act,” which does not describe a provision of law, but rather is her shorthand reference for a Board report, i.e., U.S. Merit Systems Protection Board, Clean Record Settlement Agreements and the Law (2013). CPFR File, Tab 1 at 10; CF, Tab 11 at 5-6 & n.1. 3 As we observed in Allen, any reservations that we might entertain about Conant are beside the point since we are bound by decisions of the Federal Circuit. Allen v. Department of Veterans Affairs , 112 M.S.P.R. 659, ¶ 15 (2009), aff’d, 420 F. App’x 980 (Fed. Cir. 2011). 5 or the appellant’s allegedly contradictory evidence, which we discuss in more detail below, there is no indication in the record that the agency disclosed any prohibited information. CF, Tab 7 at 11-12, Tab 11 at 46, 49-50, 55. The appellant did not prove that the agency breached the neutral reference provision. On review, the appellant reasserts her contention that the DPOC refused to contact “many hiring officials” to provide a reference in violation of the agreement and in reprisal for whistleblowing. CPFR File, Tab 1 at 2, 6-7, 10. She argues further that the administrative judge erred in relying on the agency’s evidence of compliance showing otherwise. Id. at 7. The agency submitted a sworn declaration from the DPOC asserting that he only received one request for the appellant’s employment information and, in response to that request, disclosed to the appellant’s AF supervisor the title of the appellant’s position held with the agency, the dates of her employment, and that she resigned from her position. CF, Tab 7 at 11-12. As the administrative judge found, the information he purportedly disclosed was of the type expressly permitted by the settlement agreement. CID at 2-3; I-2 AF, Tab 7 at 4. In response, the appellant submitted a sworn statement that the AF supervisor prepared in another matter. CF, Tab 11 at 45-55. Therein, he stated that, after determining that the appellant was not competently performing the duties of her position, he sought substantive information about the appellant’s prior employment; however, the DPOC never “returned [his] calls.” Id. at 49-50. The administrative judge did not expressly discuss this purported evidentiary conflict; therefore, we consider it on review. The appellant’s evidence does not refute the DPOC’s assertion that he only received one reference request. CF, Tab 7 at 11-12. Sworn statements that are not rebutted are competent evidence of the matters asserted therein. Truitt v. 6 Department of the Navy , 45 M.S.P.R. 344, 347 (1990).4 Moreover, the appellant has not shown that the agency’s evidence is not credible. Although the declarations contradict each other in some respects, both statements are sworn, first-hand accounts signed long after the purported calls were made, and there is no other record evidence that further bolsters or discredits them.5 CF, Tab 7 at 11-12, Tab 11 at 46, 49-50, 55; see Borninkhof v. Department of Justice , 5 M.S.P.R. 77, 83 (1981) (considering, among other factors, the consistency of the account with other record evidence and the absence of contradictory evidence to determine the appropriate weight to ascribe hearsay evidence). We therefore find that the agency’s evidence is at least as worthy of belief as the appellant’s. When evidence is in equipoise, the party with the burden of persuasion has failed to meet that burden. See Cook v. Department of the Army , 105 M.S.P.R. 178, ¶ 19 (2007) (citing Knudsen v. Department of Health and Human Services , 35 F.3d 543, 550 (Fed. Cir. 1994)). In a compliance matter, the overall burden of persuasion on the issue of breach remains with the appellant. Turner v. Department of Homeland Security , 102 M.S.P.R. 330, ¶ 5, review dismissed , 201 F. App’x 770 (Fed. Cir. 2006). Thus, we find that the appellant has not met her burden to show that the DPOC failed to respond to any other reference requests. As a result, we also find that the appellant’s reprisal claim related thereto, CPFR File, Tab 1 at 2-3, is without merit, see generally Kuykendall v. Department of Veterans Affairs , 68 M.S.P.R. 314, 329 (1995) (finding that claims 4 The Board may substitute its own credibility findings for an administrative judge’s explicit or implicit credibility findings when, as here, such findings are not based on the demeanor of witnesses . Deskin v. U.S. Postal Service , 76 M.S.P.R. 505, 510 (1997); see Haebe v. Department of Justice , 288 F.3d 1288, 1302 (Fed. Cir. 2002). 5 The appellant also submits a spreadsheet she created, which purportedly reflects numerous nonselections, but in fact contains nearly no substantive information. CPFR File, Tab 1 at 13-15. We decline to consider this evidence. See Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 214 (1980) (finding that, generally, under 5 C.F.R. § 1201.115, the Board will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). 7 of reprisal may properly be raised in a petition for enforcement to show that the agency breached a settlement agreement by acting in bad faith). At most, the appellant’s evidence contradicts the DPOC’s assertion that he provided the identified employment information to her AF supervisor. CF, Tab 7 at 11-12, Tab 11 at 49-50, 55. However, that conflict is immaterial. I -2 AF, Tab 7 at 2, 4. In construing a settlement agreement, the Board looks to the terms of the agreement to determine the intent of the parties at the time they contracted. Sweet v. U.S. Postal Service , 89 M.S.P.R. 28, ¶ 9 (2001). To the extent that the DPOC was required to respond to reference requests from prospective employers, the AF supervisor’s request was not of the type contemplated by the agreement. Id.; see Hoffmann v. General Services Administration , 57 M.S.P.R. 502, 507 (1994) (observing that the agency’s failure to respond to a reference request in accordance with the settlement agreement would be excused if it proved that the reference request was not from a bona fide employer). Accordingly, we agree with the administrative judge that the appellant did not prove by preponderant evidence that the agency failed to comply with the neutral reference provision or any other aspect of the settlement agreement. The appellant’s other allegations of error do not provide a basis for review. The appellant alleges that the administrative judge denied her a hearing or other opportunity to develop the record. CPFR File, Tab 1 at 16. She did not request a hearing below. CF, Tabs 1, 11. In any event, the decision to hold a hearing in a compliance matter is discretionary; the appellant has no right to a hearing on her petition for enforcement. Knight v. Department of Treasury , 113 M.S.P.R. 548, ¶ 16 (2010); 5 C.F.R. § 1201.183(a)(3). Moreover, she has not shown that the administrative judge otherwise prevented her from submitting argument and evidence in support of her claim. Rather, we find that he properly notified her of her burden of proving noncompliance and allowed her the opportunity to engage in discovery and supplement the record. CF, Tab 2 at 1-3. He also considered the appellant’s additional submission, even though it was 8 untimely. CID at 2 n.1. Therefore, the appellant has not shown that the administrative judge erred in this regard. Accordingly, we deny the appellant’s petition for review and affirm the initial decision, as modified. NOTICE OF APPEAL RIGHTS6 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 9 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file 10 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 11 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 12 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Mendenhall_Linda_A_AT-0752-15-0718-C-1__Final_Order.pdf
2024-05-21
LINDA ANN MENDENHALL v. DEPARTMENT OF THE ARMY, MSPB Docket No. AT-0752-15-0718-C-1, May 21, 2024
AT-0752-15-0718-C-1
NP
1,405
https://www.mspb.gov/decisions/nonprecedential/Stenson_Lorne_K_CH-1221-18-0492-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LORNE STENSON, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER CH-1221-18-0492-W-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lorne Stenson , Elk Grove, Illinois, pro se. Harvey Smith , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action in this individual right of action (IRA) appeal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED concerning the appellant’s August 13, 2013 alleged protected disclosure and to address the appellant’s claim of reprisal for his protected activity under 5 U.S.C. § 2302(b)(9)(A)(i),2 we AFFIRM the initial decision. BACKGROUND During the relevant time, the appellant was employed by the agency as a Deputy United States Marshal (DUSM) for the Northern District of Illinois. Initial Appeal File (IAF), Tab 1 at 1, Tab 11 at 4. On July 24, 2018, the appellant filed an IRA appeal with the Board alleging that, in reprisal for his various alleged protected disclosures and protected activity, the agency subjected him to the following alleged personnel actions: (1) removal from working warrants; (2) a temporary reassignment to the Rockford, Illinois office beginning October 21, 2013; (3) a February 2014 order to undergo psychiatric testing; (4) a March 30, 2015 14-day suspension; (5) a September 9, 2016 1-day suspension; (6) retaliatory investigations; and (7) a hostile work environment. IAF, Tabs 1, 101. After holding the appellant’s requested hearing, the administrative judge issued an initial decision denying the appellant’s request for corrective action. IAF, Tab 120, Initial Decision (ID). The administrative judge found that the 2 As discussed herein, we also modify the initial decision by vacating additional findings made by the administrative judge.2 appellant met his burden of proving that he made a protected disclosure that was a contributing factor in some of the alleged personnel actions.3 ID at 37-55. In particular, the administrative judge found that the appellant proved by preponderant evidence that he made a protected disclosure concerning an abuse of authority when he testified in September 2012 on behalf of another DUSM, S.L., who had been indicted by a Federal grand jury for use of excessive force against two individuals. ID at 2-3, 38-40. The appellant’s testimony in this case concerned exculpatory evidence, which he asserted he had not disclosed to the defense team because of emails from U.S. Marshals Service management that limited employees’ contact with S.L.’s counsel and threatened discipline for employees who did not comply. ID at 3-4. The administrative judge found that the appellant’s testimony evidenced a reasonable belief of an abuse of authority by agency officials, whose emails were found to have interfered with S.L.’s constitutional rights. ID at 38 -40. Nonetheless, the administrative judge found that the agency proved by clear and convincing evidence that it would have taken the same personnel actions absent the appellant’s protected disclosure. ID at 55-99. The appellant has filed a petition for review, which the agency has opposed. Petition for Review (PFR) File, Tabs 4, 6. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge erred in finding that the appellant failed to prove that his August 13, 2013 report of excessive force amounted to a protected disclosure. Protected disclosures are those that an employee reasonably believes evidence any violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8)(A). Whether one has a reasonable belief is determined by an objective test: whether a disinterested observer with 3 The administrative judge found that the appellant failed to prove that his August 13, 2013 report of excessive force or his various other complaints that another deputy was harassing him constituted protected disclosures. ID at 40-53.3 knowledge of the essential facts known to and readily ascertainable by the employee could reasonably conclude that the matters disclosed show one of the categories of wrongdoing set out in the statute. Lachance v. White , 174 F.3d 1378, 1381 (Fed. Cir. 1999). The appellant alleges that he disclosed a violation of law, rule, or regulation when he reported that Deputy R.K., a fellow DUSM, used excessive and improper force on a prisoner he was transporting pursuant to a “drag order” issued by a judge to produce the prisoner in court. ID at 12, 40. In his report, the appellant asserted that the prisoner was excessively and improperly slammed into the basement wall, dragged on the ground by the leg chains, picked up and thrown from the hallway into the air onto the elevator floor, landing on his back in a “very harsh and painful manner,” and kicked in the back while lying on the elevator floor. IAF, Tab 12 at 40. The administrative judge found that, although the appellant asserted that he was trained not to drag a prisoner and several witnesses testified that the best practice would have been to utilize a wheelchair, the appellant failed to identify any agency rule or regulation he contends was violated. ID at 40-41. Thus, the administrative judge found that the appellant failed to prove by preponderant evidence that he reasonably believed that he was disclosing a violation of any agency use of force policy. Id. The administrative judge also considered whether the appellant reasonably believed that he was disclosing the use of excessive force in violation of the prisoner’s constitutional rights. ID at 41. However, she found that the appellant failed to show that a disinterested officer could have reasonably concluded that Deputy R.K. used deliberate and objectively unreasonable force. ID at 41-47. On review, the appellant asserts that the administrative judge erred in considering his motive for making the disclosure and in requiring him to prove that a violation of law actually occurred. PFR File, Tab 4 at 9, 12, 14. We agree with the appellant that the administrative judge imposed too high a burden. The appellant need not prove that an actual violation of law occurred, rather, he must4 show that the matter disclosed was one that a reasonable person in his position would have believed evidenced a violation of one of the categories of wrongdoing under 5 U.S.C. § 2302(b)(8). See, e.g., McCarthy v. International Boundary and Water Commission , 116 M.S.P.R. 594, ¶ 34 (2011), aff’d 497 F. App’x 4 (Fed. Cir. 2012). Here, the administrative judge’s findings conflate the issues of the appellant’s reasonable belief that a violation of law occurred and proof that a violation of law actually occurred. As a result, the administrative judge improperly concluded that the deputies “did not use excessive force, or violate any law, rule, or regulation, in the transport of [the] prisoner.” ID at 43. Such findings are beyond the scope of the Board’s review in an IRA appeal because the whistleblower protection statutes do not give the Board the right to review the substance of an appellant’s whistleblowing claims or make a determination as to whether a violation of law actually occurred. Weber v. Department of the Army , 9 F.3d 97, 101 (Fed. Cir. 1993); McCarthy, 116 M.S.P.R. 594, ¶ 37. The administrative judge also improperly discounted testimony of other deputies concerning the reasonableness of the force used by Deputy R.K. because she determined that their opinions that the best practice would have been to transport the prisoner using a wheelchair were “categorically beneath the threshold of constitutional due process.” ID at 46. Such a finding improperly imposed a heightened burden on the appellant to prove that a constitutional violation occurred. Moreover, we find that the testimony of other deputies goes to the central issue of whether a reasonable deputy would have considered the actions of Deputy R.K. to be a violation of law, rule, or regulation. See Greenspan v. Department of Veterans Affairs , 464 F.3d 1297, 1305 (Fed. Cir. 2006) (considering that others shared the appellant’s beliefs as evidence those beliefs were reasonable). Significantly, the deputies did not testify solely that using a wheelchair to transport the prisoner instead of dragging him would have been a better practice, but rather, they also testified that they were not trained to5 and they would not have dragged the prisoner under those circumstances and/or that they believed the force used by Deputy R.K. was excessive and improper. Specifically, Deputy J.M., who was present during the prisoner transport at issue, testified that this prisoner was a known passive resistor and the day prior they had utilized a wheelchair to transport the prisoner to court. Hearing Transcript (HT) at 184-85. He further testified that, during the transport in question, he stated to Deputy R.K. something to the effect of, “I forgot that [this prisoner] is on here, let me go back upstairs and get the wheelchair” and that he and another deputy were going to go get a wheelchair, which would have taken less than a minute, but as they walked towards the elevator to do so, Deputy R.K. pulled the prisoner off of the bus and began transporting him. HT at 185, 193. Deputy J.M. also testified that he believed the force used by Deputy R.K. against the prisoner was improper and excessive and he was scared to report the incident due to fear of retaliation from his supervisors. HT at 192-93. Similarly, Deputy M.B. testified that, in his 21 years at the agency, he had never seen something like that happen and that he thought the force used was excessive. HT at 263. Additionally, Deputies J.M. and M.B. as well as two other deputies and Chief Deputy J.K. all testified that they were not trained to drag or carry a passively resisting prisoner by his leg chains or to drag a prisoner on his back generally. HT at 33, 87-88, 141, 174, 184, 240-41, 807. Thus, although management officials and the Department of Justice Civil Rights Division concluded that there was no excessive force used, IAF Tab 12 at 17; HT at 420, 493, 743, 747-48, we find that the shared perception by other deputies of an improper use of force, even if inaccurate, weighs in favor of a finding that the appellant’s belief was reasonable, see Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶ 22 (2015); see also Greenspan, 464 F.3d at 1305; Parikh v. Department of Veterans Affairs , 116 M.S.P.R. 197, ¶ 17 (2011) (noting that the standard is whether the appellant had a reasonable belief, not whether his reasonable belief was the only one possible). 6 We further find that the administrative judge erred in finding that, because the appellant’s motive for making the disclosure was to harm Deputy R.K., the appellant could not have reasonably believed that he witnessed a display of excessive force. ID at 47. A disclosure is not excluded from protection because of an appellant’s motive in making it. 5 U.S.C. § 2302(f)(1)(C); see Parikh, 116 M.S.P.R. 87, ¶ 18 (finding evidence that the appellant’s motivation in disclosing an alleged misdiagnosis of a patient was not out of his concern for the patient but rather to tarnish the reputation of his coworker to be immaterial to the issue of whether the appellant reasonably believed that his disclosure evidenced a substantial and specific danger to public health or safety). We therefore find that the appellant reasonably believed that his disclosure regarding Deputy R.K. dragging the prisoner evidenced a violation of law, rule, or regulation.4 However, for the reasons described in the initial decision, we agree with the administrative judge that the appellant failed to prove that he reasonably believed that Deputy R.K. slammed the prisoner into the basement wall, picked him up and threw him into the elevator, or kicked him in the back. ID at 42-44. Based on the video evidence of the prisoner’s transport, IAF, Tab 68, we agree with the administrative judge that a reasonable person could not have concluded that the prisoner was slammed into the wall, thrown into the elevator, or kicked in the back, ID at 42-44. Thus, regardless of whether a reasonable person would have considered such conduct to evidence excessive force, the video reflects that a reasonable person would not find that such conduct actually occurred. Rather, these allegations appear to be, as the administrative judge found, an exaggeration of the events in question. ID at 44. 4 Although the appellant did not clearly identify a specific law, rule, or regulation, we find that an alleged use of excessive force on a prisoner so obviously implicates a violation of law, rule, or regulation that the appellant need not have identified a specific law, rule, or regulation that he contends was violated. See, e.g., Benton-Flores v. Department of Defense , 121 M.S.P.R. 428, ¶ 10 (2014 ); Daniels v. Department of Veterans Affairs, 105 M.S.P.R. 248, ¶ 12 (2007 ), disagreed with on other grounds by Delgado v. Merit Systems Protection Board , 880 F.3d 913 (7th Cir. 2018 ).7 The appellant engaged in protected activity under 5 U.S.C. § 2302(b)(9) by filing a complaint with OSC. On review, the appellant asserts that the administrative judge erred in failing to analyze his protected activity under 5 U.S.C. § 2302(b)(9) as distinct from his protected disclosures under section 2302(b)(8). PFR File, Tab 4 at 5. We agree. The administrative judge found that the appellant filed an OSC complaint on October 20, 2013, which he amended until OSC closed its investigation on June 7, 2018. ID at 5-6; IAF, Tab 1 at 40. In his OSC complaint, the appellant alleged, among other things, reprisal for his August 13, 2013 protected disclosure and his 2012 testimony in S.L.’s trial. Having found that the appellant’s 2012 testimony constituted a protected disclosure, the administrative judge appears to have considered whether the agency retaliated against the appellant based on his October 2013 disclosure to OSC, solely as it pertained to the appellant’s 2012 testimony. ID at 40. However, the filing of an OSC complaint itself constitutes protected activity under 5 U.S.C. § 2302(b)(9)(A)(i).5 Thus, we agree with the appellant that the administrative judge failed to analyze whether the agency retaliated against him based on his protected activity of filing an OSC complaint and we modify the initial decision accordingly. However, as set forth below, we find that the appellant is not entitled to corrective action regarding such a claim for the following reasons: (1) the appellant’s removal from warrants and reassignment predated the filing of his OSC complaint; (2) the appellant failed to prove that his protected activity of filing an OSC complaint was a contributing factor in his 14-day suspension; and (3) the agency proved by clear and convincing evidence 5 The appellant made several extensive filings purporting to show information he raised before OSC between filing his complaint in 2013, and the date OSC closed its investigation in 2018. IAF, Tabs 70-73, 80. In one of these submissions, he alleged that the agency was retaliating against him for having filed the OSC complaint. IAF, Tab 73. Accordingly, we find that he provided OSC with a sufficient basis to pursue an investigation into this allegation, and he therefore exhausted his remedies with respect to it. See Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. 8 that it would have ordered the appellant to undergo a psychological evaluation and issued him a 1 -day suspension absent the appellant’s OSC complaint. To the extent the appellant established that his protected disclosures or activity were a contributing factor in the agency’s personnel actions, the agency met its burden of proving that it would have taken the same personnel actions absent the appellant’s protected disclosures and protected activity. 6 To prevail on the merits of an IRA appeal, an appellant must meet his initial burden of establishing by a preponderance of the evidence that his whistleblowing activity was a contributing factor in the personnel action(s) in dispute. See 5 U.S.C. § 1221(e)(1); Mausser v. Department of the Army , 63 M.S.P.R. 41, 43 (1994). The appellant “may demonstrate that the disclosure or protected activity was a contributing factor in the personnel action through circumstantial evidence, such as evidence that—(A) the official taking the personnel action knew of the disclosure or protected activity; and (B) the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or protected activity was a contributing factor in the personnel action.” 5 U.S.C. § 1221(e)(1)(A), (B). Even if an appellant establishes that he made protected disclosures that were a contributing factor to the agency’s personnel action, the Board will not order corrective action if the agency can show by clear and convincing evidence that it would have taken the action absent the protected disclosures. 5 U.S.C. § 1221(e)(2); Lu v. Department of Homeland Security , 122 M.S.P.R. 335, ¶ 7 (2015). Clear and convincing evidence is that measure or degree of proof that produces in the mind of the trier of fact a firm belief as to the allegations sought to be established; it is a higher standard than the “preponderance of the evidence” 6 The administrative judge found that the appellant failed to show that he suffered a significant change in working conditions based on his claim of a hostile work environment or that he was subjected to a nondisclosure policy. ID at 92-96. The appellant does not challenge these findings on review, and we discern no error in the administrative judge’s analysis. 9 standard. Sutton v. Department of Justice , 94 M.S.P.R. 4, ¶ 18 (2003), aff’d, 97 F. App’x 322 (Fed. Cir. 2004); 5 C.F.R. § 1209.4(e). In determining whether an agency has met this burden, the Board will consider the following factors: (1) the strength of the agency’s evidence in support of the action; (2) the existence and strength of any motive to retaliate on the part of the agency officials who were involved in the decision; and (3) any evidence that the agency takes similar actions against employees who are not whistleblowers but who are otherwise similarly situated. Lu, 122 M.S.P.R. 335, ¶ 7 (citing Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999)). The Board does not view these factors as discrete elements, each of which the agency must prove by clear and convincing evidence. Rather, the Board will weigh the factors together to determine whether the evidence is clear and convincing as a whole. Id. The Board must consider all of the evidence presented, including evidence that detracts from the conclusion that the agency met its burden. Whitmore v. Department of Labor , 680 F.3d 1353, 1368 (Fed. Cir. 2012). Because the administrative judge found that the appellant proved that he made a protected disclosure that was a contributing factor in some of the alleged personnel actions, she made extensive findings concerning the Carr factors as appropriate. Although, as set forth below, we modify the administrative judge’s analysis to address the appellant’s claim of reprisal for filing an OSC complaint and to consider any motive to retaliate on the part of the responsible management officials due to the appellant’s August 13, 2013 protected disclosure, we discern no basis for reaching a conclusion different from the administrative judge. Removal from Warrants The appellant contends that, on April 18, 2013, he was removed from warrants in reprisal for his protected disclosures. ID at 87. We find that the10 appellant’s August 13, 2013 disclosure, which occurred after his removal from warrants, could not have been a contributing factor in the agency’s decision. See, e.g., Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 27 (2011). For the same reason, we find that the appellant’s removal from warrants could not have been reprisal for his subsequent protected activity of filing an OSC complaint on October 20, 2013. Although unclear, the administrative judge appears to have found both that the appellant failed to prove that his 2012 testimony was a contributing factor in his removal from warrants and that the agency met its clear and convincing burden. ID at 88, 90. We vacate the administrative judge’s finding that the appellant failed to show that his 2012 testimony was a contributing factor in the agency’s decision to remove him from warrants, ID at 87-88, because we find that the appellant established contributing factor via the knowledge/timing test. The Task Force Commander and Chief Deputy J.K., who were responsible for removing the appellant from warrants, were aware of the appellant’s 2012 testimony because the appellant raised the issue of his 2012 testimony in a counseling session with them just prior to his removal from warrants, ID at 87, and the removal from warrants occurred less than a year after the appellant’s September 2012 testimony, see Peterson v. Department of Veterans Affairs , 116 M.S.P.R. 113, ¶ 16 (2011) (stating that a personnel action taken within 1 to 2 years of the appellant’s disclosure satisfies the knowledge/timing test). Nonetheless, we discern no error in the administrative judge’s findings that the agency proved by clear and convincing evidence that it would have removed the appellant from warrants absent his 2012 testimony. ID at 88-90. Regarding the first Carr factor, the administrative judge found that the agency had strong evidence that the appellant improperly worked a task force case that he was not assigned to work and despite his prior involvement in a shooting with the fugitive, actions which put at risk both the appellant and his fellow deputies who were assigned to the team working the case. ID at 88-89. After being counseled11 about his improper actions, the appellant again interfered with the task force work by improperly contacting individuals in a sheriff’s department who were not members of the task force, requiring the agency to do damage control to alleviate the concerns of a supervisor from the sheriff’s department, who had specifically allotted staff and resources to the task force. ID at 89. Regarding the second Carr factor, the administrative judge found that the Task Force Commander and Chief Deputy J.K. did not have a motive to retaliate because the Chief arrived at the Northern District of Illinois after the incident involving S.L. and did not know of the appellant’s involvement until the appellant told him during the counseling session regarding the first incident. ID at 77, 87. Similarly, the administrative judge found no motive on the part of the Task Force Commander, who was not involved in the appellant’s 2012 testimony, and she credited the testimony of the Task Force Commander that, beyond the appellant’s assertions during the counseling session, he had no idea that the appellant had past issues with the district, which were not his concern. ID at 87. Although the administrative judge did not address the third Carr factor, there is no record evidence concerning the agency’s treatment of similarly situated nonwhistleblowers. Therefore, this factor cannot weigh in the agency’s favor. See Smith v. General Services Administration , 930 F.3d 1359, 1367 (Fed. Cir. 2019); Siler v. Environmental Protection Agency , 908 F.3d 1291, 1299 (Fed. Cir. 2018); Smith v. Department of the Army , 2022 MSPB 4, ¶ 30. Nonetheless, we find that the strength of the evidence and lack of motive to retaliate outweigh the lack of comparator evidence. See Rickel v. Department of the Navy , 31 F.4th 1358, 1366 (Fed. Cir. 2022) (noting that the absence of evidence on Carr factor three “will not necessarily” prevent the agency from meeting its burden) (emphasis in original). Accordingly, we agree with the administrative judge that the agency proved by clear and convincing evidence it would have removed the appellant from warrants absent his 2012 testimony. 12 Order to Undergo Psychological Testing and Temporary Reassignment The appellant also contends that the agency’s October 16, 2013 notification of temporary reassignment to the agency’s Rockford, Illinois office and order that he undergo a psychological evaluation on February 27 and 28, 2014, constituted reprisal for his whistleblowing. IAF, Tab 16 at 25, Tab 60 at 7. The administrative judge found that, although the appellant proved that his September 2012 testimony was a contributing factor in the agency’s decisions,7 the agency had strong evidence in support of its actions, which outweighed any motive to retaliate on the part of the appellant’s supervisors. ID at 75-81. Regarding the first Carr factor, the administrative judge credited testimony of the appellant’s supervisors that both of these decisions were the result of their concern about the appellant’s perception that Deputy R.K. was threatening him or would harm him, which, for them, culminated in the appellant’s October 9, 2013 email to a Judicial Security Inspector.8 ID at 76, 79-80; IAF, Tab 16 at 21. In his October 9, 2013 email, a response to a mass email containing a news story about a police officer who was shot at a courthouse, the appellant stated that he feared for his life at work and believed that one day Deputy R.K. would “lose it and shoot [him] at work.” IAF, Tab 16 at 21. The administrative judge also noted that, to make the appellant’s temporary reassignment as comfortable as possible, the agency built the appellant’s commuting time into his day and provided him with a Government vehicle for transportation. ID at 79. The appellant does not dispute the administrative judge’s findings that, in light of the appellant’s belief and reports that Deputy R.K. would shoot or otherwise harm him, the agency had 7 Although the appellant asserts on review that the administrative judge did not properly consider a decision to order psychological testing to be a personnel action, PFR File, Tab 4 at 23, the initial decision reflects that the administrative judge did consider such a claim, ID at 75. 8 Prior to the appellant’s October 9, 2013 email, the agency had offered the appellant the option of a voluntary temporary transfer to the Rockford office due to the appellant’s fear of working with Deputy R.K. IAF, Tab 16 at 11.13 strong evidence in support of these actions, and we discern no error in her analysis. Regarding the second Carr factor, the administrative judge found that the Chief of the Office of Employee Health Programs made the decision to order the appellant to complete the psychological testing and that there was no evidence that she knew of the appellant’s status as a whistleblower. ID at 75. Nonetheless, the administrative judge properly considered whether the appellant’s supervisors, who made the decision to transfer the appellant and provided the information to the Office of Employee Health Programs, had a motive to retaliate based on the appellant’s testimony in S.L.’s case. ID at 75-76. She found no motive on the part of Chief Deputy J.K., who arrived after S.L.’s case, and, although Assistant Chief Deputy T.M. was implicated in the appellant’s testimony in S.L.’s case, the administrative judge found that the strength of the evidence in support of the agency’s decisions outweighed any motive on his part. ID at 77-78, 80. She further found that there was no evidence that any information was presented to the Chief of the Office of Employee Health in a biased way or to otherwise improperly influence her decision. ID at 78. We have also considered whether the appellant’s supervisors had a motive to retaliate based on his August 13, 2013 protected disclosure. As to the order to undergo psychological testing, we find little motive to retaliate on the part of the appellant’s supervisors given that, even considering the appellant’s report could have reflected poorly on them as high-ranking individuals, at the time the Department of Justice Civil Rights Division had already agreed that there was no use of excessive force. IAF, Tab 12 at 17. As to the decision to reassign the appellant, we find that the appellant’s supervisors could have had a slight motive to retaliate to the extent the appellant’s August 13, 2013 protected disclosure reflected poorly on them, however, we find that any motive is outweighed by the strength of the agency’s evidence. As noted above, the administrative judge found credible the testimony of the appellant’s supervisors that the appellant’s14 October 9, 2013 email to the Judicial Security Inspector that Deputy R.K. would lose it and shoot him at work, among numerous other reports, made them concerned about the appellant’s mental health and thus led to the appellant’s temporary reassignment and consultation with the Employee Health Office. ID at 76-77, 79-80. Regarding the third Carr factor, the administrative judge found that Deputy R.K., a nonwhistleblower, was not similarly situated based on his conduct in relaying that he felt stressed and had nightmares that the appellant would come after his family because of the appellant’s continued reports against him. ID at 78, 80. Nonetheless, the administrative judge noted that Deputy R.K. was similarly sent for a fitness-for-duty examination using the same procedures that resulted in the appellant’s psychiatric examination. ID at 78. However, even if the third Carr factor does not weigh in favor of the agency or even cuts slightly against it, we agree with the administrative judge that the strength of the evidence outweighs any slight motive to retaliate and lack of comparator evidence . See Rickel, 31 F.4th at 1366. We have also considered whether the agency’s decision to order a psychological evaluation constituted reprisal for the appellant’s October 2013 OSC complaint to the extent Chief Deputy J.K. and Assistant Chief Deputy T.M. were aware of the appellant’s OSC complaint, IAF, Tab 10 at 110-11, and provided information to the Employee Health Office that led to the psychological testing order, within a few months after the appellant filed his OSC complaint.9 However, for the reasons described above, we find that the agency met its clear and convincing burden. 9 The appellant’s October 20, 2013 OSC complaint could not have been a contributing factor in the agency’s prior October 16, 2013 decision to temporarily reassign him. See, e.g., Mason, 116 M.S.P.R. 135, ¶ 27. 15 14-day suspension The agency’s suspension action was based on one charge of conduct unbecoming, supported by eight specifications. IAF, Tab 11 at 83-97. The first four specifications relate to the appellant’s August 13, 2013 report of excessive force by Deputy R.K. Id. at 83-84. Specification 4 charged the appellant as follows: “On August 13, 2013, you displayed conduct unbecoming a DUSM when you prepared a USM-201, Field Report that contained a reckless accusation that [Deputy R.K.] excessively and improperly dragged a prisoner by his leg chains all the way down the hallway to the USMS cell block office.” Id. at 84. Because specification 4 of the agency’s conduct unbecoming charge is grounded in the appellant’s protected disclosure concerning Deputy R.K. dragging the prisoner, we find that the appellant has shown that his August 13, 2013 disclosure was a contributing factor to the 14-day suspension.10 Thus, the relevant inquiry is whether the agency has proved by clear and convincing evidence that it would have suspended the appellant based on his misconduct supporting the conduct unbecoming charge, excluding specification 4, which is grounded in the appellant’s protected disclosure. See Chambers v. Department of the Interior , 602 F.3d 1370, 1380 (Fed. Cir. 2010) (stating that discipline may not be based on a protected disclosure); Parikh, 116 M.S.P.R. 197, ¶ 40. Accordingly, we vacate the initial decision to the extent it found that the agency had strong evidence in support of its action based on specification 4. Nonetheless, we agree with the administrative judge that the agency had strong evidence in support of its charge 10 We find that the appellant failed to prove that his OSC complaint was a contributing factor in the agency’s decision to suspend him for 14 days because there is no evidence that the deciding official was aware of the fact that the appellant had filed an OSC complaint, the appellant’s oral and written replies to the proposal alleged solely reprisal based on the appellant’s 2012 disclosure, IAF, Tab 11 at 17-74, and we conclude that no other circumstances suggest that the appellant’s OSC complaint was a contributing factor, considering the strength of the evidence and motive analysis described herein. Although Chief Deputy J.K. was aware of the appellant’s OSC complaint, IAF, Tab 10 at 110-11, it is not clear from the record when he became aware and there is no evidence to suggest that he influenced the deciding official.16 based on the remaining specifications. Although we need not recount all those findings, we will provide a brief summary. Specifications 1-3 charged the appellant with making reckless allegations concerning Deputy R.K.’s transport of the prisoner on August 13, 2013, including his alleged slamming the prisoner into the basement wall, throwing the prisoner into the air and onto the elevator floor, and kicking the prisoner. IAF, Tab 11 at 83-84. We agree with the administrative judge that the appellant’s bias against Deputy R.K. appears to have colored his perception of the incident in question and led the appellant to exaggerate the manner in which Deputy R.K. transported the prisoner. ID at 60. As we previously found, a review of the video footage reflects that Deputy R.K. did not slam the prisoner into the wall, throw him, or kick him. Thus, the agency had strong evidence that such allegations were reckless. Moreover, although we find that, in the same field report, the appellant made a protected disclosure concerning Deputy R.K. dragging the prisoner, such a disclosure does not insulate him from discipline based on the nature of his additional false and reckless statements that Deputy R.K. slammed, threw, and kicked the prisoner. See Greenspan, 464 F.3d at 1305 (stating that wrongful or disruptive conduct is not shielded by the presence of a protected disclosure); Watson v. Department of Justice , 64 F.3d 1524, 1528-30 (Fed. Cir. 1995) (rejecting the appellant’s argument that an adverse action must be based on facts completely separate and distinct from protected whistleblowing disclosures). Specifications 5-7 relate to additional instances in which the appellant reported that he perceived Deputy R.K. to be threatening him or engaging in alleged misconduct. IAF, Tab 11 at 87-89. For example, in specification 5, the agency charged the appellant with making a reckless allegation that Deputy R.K. had damaged his personally owned vehicle after the appellant reported that his vehicle was scratched while parked at work. Id. at 87. In specification 7, the agency charged the appellant with responding to an email from a Judicial17 Security Inspector11 in which the appellant made additional unsupported and damaging remarks about Deputy R.K., including that Deputy R.K. constantly intimidated, harassed, and threatened him; implied that he had or was prone to violence and committing violent acts on people or the appellant; and that the appellant believed that one day Deputy R.K. would “lose it and shoot [him] at work.” Id. at 89; IAF, Tab 16 at 21. The administrative judge found that the agency had strong evidence that the appellant’s reports against Deputy R.K. were reckless because the appellant did not have a basis to reasonably fear for his personal safety and there was nothing in the record to support the appellant’s accelerated accusations against Deputy R.K. ID at 66, 69. The administrative judge further found that no one at the hearing testified that Deputy R.K. intended to harm the appellant, and even the appellant testified that Deputy R.K. never threatened to physically harm him. ID at 69. The appellant does not dispute these findings on review, and we discern no error in the administrative judge’s determination that the agency had strong evidence in support of its 14-day suspension. Regarding the second Carr factor, the administrative judge found no motive to retaliate by the deciding official, a neutral individual from the agency’s Discipline Management Section, who had never met the appellant and knew nothing about him. ID at 71. The administrative judge also credited the deciding official’s testimony that the appellant’s claims to be a whistleblower in his written response to the proposal notice did not affect her decision in the case in any way. Id. On review, the appellant asserts generally that the administrative judge took an overly narrow view of Carr factor two and failed to consider the extent to which the appellant’s supervisors may have influenced the proposing and deciding officials. PFR File, Tab 4 at 24-25. To that end, we have considered whether Chief Deputy J.K., who was aware of the appellant’s 11 This was a mass electronic message to many employees containing a news article about a police officer who was shot after a gunman opened fire in a Federal courthouse in West Virginia. IAF, Tab 16 at 21.18 protected disclosures and OSC complaint and may have initiated the internal affairs investigation of the appellant that led to his 14-day suspension, had a motive to retaliate.12 See Whitmore, 680 F.3d at 1371 (stating that, when applying the second Carr factor, the Board will consider any motive to retaliate on the part of the agency official who ordered the action, as well as any motive to retaliate on the part of other agency officials who influenced the decision); Russell v. Department of Justice , 76 M.S.P.R. 317, 323-24 (1997) (stating that it is proper to consider evidence regarding an investigation if it is so closely related to a personnel action that it could have been pretext for gathering evidence to retaliate against an employee for whistleblowing). However, we find little motive to retaliate on the part of Chief Deputy J.K., who was not Chief at the time of S.L’s trial and was not the subject of the appellant’s August 13, 2013 disclosure. ID at 77. Although we agree with the appellant that Chief Deputy J.K. could have had a motive to retaliate to the extent the appellant’s August 13, 2013 disclosure reflected poorly on him as the Chief, we find little motive based on the timing. See Whitmore, 680 F.3d at 1370 (recognizing that “[t]hose responsible for the agency’s performance overall may well be motivated to retaliate even if they are not directly implicated by the disclosures, and even if they do not know the whistleblower personally, as the criticism reflects on them in their capacities as managers and employees”). The appellant was not referred for investigation of his false report until after the Department of Justice had already reviewed the video footage of the August 13, 2013 prisoner transport, found no evidence to support the appellant’s claims of excessive use of force, and indicated that it agreed that handling the situation through the agency’s administrative procedures was appropriate. 12 Although Chief Deputy J.K. testified that he only requested the Office of Professional Responsibility Internal Affairs (IA) to review the appellant’s excessive force complaint and did not ask them to investigate the appellant for his alleged false report, HT at 860-61, his name is listed as the complainant in IA’s investigation report concerning the appellant’s alleged false report and the agency argued as much in its response, IAF, Tab 9 at 3, Tab 12 at 7. 19 IAF, Tab 12 at 4, 7, 17. Thus, the evidence does not support a finding that Chief Deputy J.K. initiated an investigation of the appellant in reprisal for his whistleblowing and we agree with the administrative judge’s finding that the agency’s investigation did not suggest a retaliatory motive because it was sparked by an objective and outside view of the videos by the Civil Rights Division. Regarding Carr factor 3, the appellant contends that the administrative judge also took a restrictive view and erred in finding other employees were not similarly situated. PFR File, Tab 4 at 25-27. However, the administrative judge considered the appellant’s argument that another deputy, who was not a whistleblower, wrote a false use of force report concerning the August 13, 2013 incident but was not disciplined. ID at 73. She found that the deputy’s “adequate, if cursory, summary of his use of force [was] vastly different than the reckless accusations made by the appellant.” ID at 72-73. However, even if the third Carr factor does not weigh in favor of the agency or even cuts slightly against it, we agree with the administrative judge that the strength of the evidence outweighs any slight motive to retaliate and lack of comparator evidence . See Rickel, 31 F.4th at 1366. 1-day suspension On September 9, 2016, the appellant was suspended for 1 day based on a charge of conduct unbecoming due to an incident on March 20, 2015, in which the appellant and Deputy R.K. were involved in a verbal altercation. IAF, Tab 10 at 5, 7. We agree with the administrative judge that the appellant failed to prove that his September 2012 testimony was a contributing factor because it was so far removed from the 1 -day suspension, which occurred 4 years later. ID at 81; see Salinas v. Department of the Army , 94 M.S.P.R. 54, ¶ 10 (2003) (finding that personnel actions that occurred more than 2 years after a disclosure were too remote to establish a contributing factor via the knowledge/timing test under 5 U.S.C. § 1221(e)(1)). Although the appellant challenges this finding on review20 by asserting that his 1-day suspension was part of a continuum of related personnel actions, PFR File, Tab 4 at 8, we find that the 1-day suspension is unrelated to any of the other alleged personnel actions at issue, rather, it was based solely on the appellant’s conduct on March 20, 2015, cf. Agoranos v. Department of Justice , 119 M.S.P.R. 498, ¶¶ 22-23 (2013) (finding the knowledge/timing test to be satisfied when a personnel action that occurred more than 2 years after the protected disclosure was part of a continuum of related performance-based actions). Moreover, the administrative judge also found that the deciding official was not aware of the appellant’s 2012 protected disclosure beyond a vague reference to S.L.’s case in the appellant’s oral response to the proposed suspension. ID at 82. The appellant does not challenge this finding on review, and we discern no error in the analysis. We similarly find that, although the deciding official had knowledge of the appellant’s August 13, 2013 protected disclosure via his oral and written responses, the appellant’s 1-day suspension over 3 years later on September 9, 2016, was too remote to satisfy the knowledge/ timing test. See Salinas, 94 M.S.P.R. 54, ¶ 10. Nor do any other circumstances suggest that the appellant’s disclosures were a contributing factor in his 1-day suspension. See Dorney v. Department of the Army, 117 M.S.P.R. 480, ¶¶ 14-15 (2012) (stating that, if an appellant has failed to satisfy the knowledge/timing test, the Board shall consider whether the contributing factor element has been met based on other evidence, such as the strength or weakness of the agency’s reasons for taking the action, whether the whistleblowing was personally directed at the proposing or deciding officials, and whether those individuals had a motive to retaliate against the appellant). The administrative judge found the agency had strong evidence in support of its action and the appellant admitted that he spoke in a loud tone and engaged in a verbal altercation. ID at 84. The administrative judge further found that the motive to retaliate was imperceptible to the extent the March 20, 2015 incident was referred to the Office of Professional Responsibility Internal Affairs (IA) and a neutral21 investigator conducted an investigation, after which it was turned over to a proposing and deciding official outside of the appellant’s chain of command. ID at 84-85. We have also considered whether the Assistant Chief Deputy T.M., as a high-ranking individual, had a retaliatory motive in referring the incident to IA for investigation based on his knowledge of the appellant’s August 2013 excessive force protected disclosure. IAF, Tab 10 at 84, 110-11. However, we find little motive to the extent the Civil Rights Division had cleared Deputy R.K. of any wrongdoing long ago. Additionally, although Assistant Chief Deputy T.M. could have had a motive based on the appellant’s 2012 testimony, we agree with the administrative judge that the circumstances do not suggest retaliatory motive to the extent the Assistant Chief Deputy T.M. referred both the appellant and Deputy R.K. to IA for a neutral investigation of the March 20, 2015 verbal altercation. ID at 84-85. Accordingly, we agree with the administrative judge that the appellant failed to prove that his protected disclosures were a contributing factor in his 1-day suspension.13 Finally, regarding the appellant’s claim of reprisal for filing an OSC complaint, we find that the appellant established contributing factor via the knowledge/timing test. The record reflects that the deciding official had knowledge of the appellant’s protected activity of filing an OSC complaint. HT at 677, 685. Further, the appellant’s OSC complaint and amendments thereto between October 20, 2013, and June 7, 2018, when OSC closed its investigation, occurred within a period of time such that a reasonable person could conclude that the protected activity was a contributing factor in the appellant’s 1-day suspension on September 9, 2016. IAF, Tab 1, Tab 17 at 7, Tabs 21-35. 13 To the extent the administrative judge made alternate findings that the agency proved that it would have suspended the appellant for 1 day absent the appellant’s 2012 testimony, we vacate such findings. ID at 82-87; see Clarke v. Department of Veterans Affairs, 121 M.S.P.R. 154, ¶ 19 n.10 (2014 ) (stating that the Board may not proceed to the clear and convincing evidence test unless it has first made a finding that the appellant established his prima facie case), aff’d, 623 F. App’x 1016 (Fed. Cir. 2015).22 However, based on our analysis above, we find that the agency had strong evidence in support of its decision. Further, although we acknowledge that Assistant Chief Deputy T.M. could have had a slight motive in referring the incident for investigation based on his knowledge of the appellant’s OSC complaint, of which he was the subject of some of the appellant’s allegations,14 IAF, Tab 10 at 110, the circumstances under which both employees were referred for investigation do not suggest a retaliatory motive. Regarding the third Carr factor, the administrative judge found that the agency did not provide any evidence that Deputy R.K. was suspended for the same altercation but that the testimony of T.B., an administrative assistant, vaguely referenced that the appellant knew that Deputy R.K. was also suspended. ID at 86. We find that the third Carr factor does not weigh in the agency’s favor because it failed to introduce complete, fully explained comparator evidence. See Soto v. Department of Veterans Affairs , 2022 MSPB 6, ¶ 18. Nonetheless, weighing all three factors, we find that the strength of the evidence outweighs any slight motive to retaliate and the lack of comparator evidence. Accordingly, the agency proved by clear and convincing evidence that it would have suspended the appellant for 1 day absent his OSC complaint. The appellant’s remaining arguments do not provide a basis for reversal. On review, the appellant appears to assert that the administrative judge should have recused herself because, from 2010 to 2015, she was employed as an Assistant United States Attorney (AUSA) for the Northern District of Illinois in Chicago, the same district that was involved in determining that the appellant’s excessive force complaint against Deputy R.K. had no merit.15 PFR File, Tab 4 14 We do not discern a motive to retaliate on the part of the deciding official, who learned of the appellant’s OSC complaint during the appellant’s response to the proposal and was not the subject of the appellant’s allegations in his OSC complaint. 15 The appellant does not, however, allege any facts to suggest that the administrative judge was involved in the determination made by a different attorney in the criminal section of the Department of Justice Civil Rights Division. IAF, Tab 16 at 5.23 at 28-29. The appellant further asserts that the administrative judge, while employed as an AUSA, worked in the same office as Deputy R.K.’s wife, who was also an AUSA, and that their office was in the same building where the appellant worked during the time the alleged retaliatory incidents occurred. Id. Thus, the appellant contends that the administrative judge was biased against him. Id. at 7, 21, 28, 32-33. First, to establish a claim of bias or prejudice against an administrative judge, a party must overcome the presumption of honesty and integrity that accompanies administrative adjudicators. Oliver v. Department of Transportation, 1 M.S.P.R. 382, 386 (1980). An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if the administrative judge’s comments or actions evidence “a deep-seated favoritism or antagonism that would make fair judgment impossible.” Bieber v. Department of the Army, 287 F.3d 1358, 1362-63 (Fed. Cir. 2002) (quoting Liteky v. United States, 510 U.S. 540, 555 (1994)). Further, an allegation of bias by an administrative judge must be raised as soon as practicable after a party has reasonable cause to believe that grounds for disqualification exist and must be supported by an affidavit. Lee v. U.S. Postal Service , 48 M.S.P.R. 274, 280-82 (1991). Because the appellant has not met these requirements, his claim of bias fails. In addition to claiming that the administrative judge was actually biased, the appellant is also asserting that the administrative judge should have recused herself because an objective observer might reasonably question her impartiality due to her former employment as an AUSA. PFR File, Tab 4 at 28-30. 5 C.F.R. § 1201.42(a) provides that, if an administrative judge considers herself disqualified, she will withdraw from the case. The Board has found that this regulation is not the sole source of its disqualification standards, as it will also look to the disqualification standards Congress established for the Federal judiciary at 28 U.S.C. § 455. See Baker v. Social Security Administration ,24 2022 MSPB 27, ¶ 7; Lee v. Environmental Protection Agency , 115 M.S.P.R. 533, ¶ 20 (2010). Among other things, section 455 requires recusal “in any proceeding in which [the judge’s] impartiality might reasonably be questioned.” 28 U.S.C. § 455(a); Allphin v. United States , 758 F.3d 1336, 1343-44 (Fed. Cir. 2014) (quoting 28 U.S.C. § 455(a)). “This is an objective test that mandates recusal ‘when a reasonable person, knowing all the facts, would question the judge’s impartiality.’” Allphin, 758 F.3d at 1344 (internal citations omitted). Here, even assuming the truth of the appellant’s allegations, we find that the appellant has failed to show that a reasonable person, knowing all the facts, would have questioned the administrative judge’s impartiality. The mere fact that the administrative judge may have been previously employed by the office that evaluated the appellant’s claim that Deputy R.K. used excessive force is not likely to have created a question in a reasonable person’s mind as to the administrative judge’s impartiality. As discussed above, the issue before the Board regarding the appellant’s disclosure alleging the use of excessive force was whether the appellant had a reasonable belief he was reporting wrongdoing within the ambit of 5 U.S.C. § 2302(b)(8), not whether the wrongdoing actually occurred. Moreover, even if Deputy R.K.’s spouse had been employed in the same office as the administrative judge when both were AUSAs, that fact alone would not require the administrative judge to recuse herself. Accordingly, we have evaluated this claim and find that the appellant has failed to show that the administrative judge should have recused herself. The appellant also asserts that the administrative judge erred in excluding or ignoring evidence by “summarily excluding [his] witnesses, USMS policies, rules, regulations, law, witness testimony, Carr Factors, Disparate Penalties, Douglas Factors, etc.” PFR File, Tab 4 at 24. However, such conclusory arguments fail to establish any error in the administrative judge’s findings. We also find unavailing the appellant’s arguments that the administrative judge applied the wrong legal standards and that the agency failed to prove by25 preponderant evidence that the charged misconduct occurred. Id. at 6-7, 15-16, 22, 28, 30. The appellant’s arguments conflate the legal standards applicable in an appeal of an adverse action taken pursuant to 5 U.S.C. chapter 75 and an IRA appeal under 5 U.S.C. § 1221. Here, the initial decision reflects that the administrative judge applied the correct standard for an IRA appeal. Finally, we find unavailing the appellant’s assertion that the administrative judge erred in considering statements of individuals who did not testify at the hearing. Id. at 8. To the contrary, the initial decision reflects that the administrative judge properly weighed the evidence. See, e.g., Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions); Broughton v. Department of Health & Human Services, 33 M.S.P.R. 357, 359 (1987) (same); Borninkhof v. Department of Justice, 5 M.S.P.R. 77, 83 (1981) (acknowledging that hearsay evidence is admissible in administrative proceedings). Accordingly, we affirm the initial decision as modified. NOTICE OF APPEAL RIGHTS16 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of 16 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.26 this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The27 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file28 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.17 The court of appeals must receive your petition for 17 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 29 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case.30 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.31
Stenson_Lorne_K_CH-1221-18-0492-W-1__Final_Order.pdf
2024-05-21
LORNE STENSON v. DEPARTMENT OF JUSTICE, MSPB Docket No. CH-1221-18-0492-W-1, May 21, 2024
CH-1221-18-0492-W-1
NP
1,406
https://www.mspb.gov/decisions/nonprecedential/Pacheco_IrvingSF-1221-17-0365-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD IRVING PACHECO, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-1221-17-0365-W-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Thomas Tierney , Esquire, Norwalk, Connecticut, for the appellant. Jeffrey J. Velasco , San Francisco, California, for the agency. Remy N. Savin , Irving, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action in this individual right of action appeal. On petition for review, the appellant argues that the administrative judge erred in finding that his disclosures were not protected, he did not engage in protected 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 activity, and his first-, second-, and third-line supervisors lacked knowledge of his disclosures. Petition for Review (PFR) File, Tab 1 at 8-16. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to apply the correct standard for determining whether the agency’s handbook was a “rule” for the purposes of 5 U.S.C. § 2302(b)(8), clarify the reason the appellant’s November 2015 memo was not protected, and supplement the administrative judge’s findings as to the retroactivity of the National Defense Authorization Act for Fiscal Year 2018 (NDAA) amendment to 5 U.S.C. § 2302(b)(9)(C),2 we AFFIRM the initial decision. On review, the appellant argues that the administrative judge applied the wrong standard in determining whether the handbook was a law, rule, or regulation for the purposes of 5 U.S.C. § 2302(b)(8). PFR File, Tab 1 at 9. We agree. The administrative judge relied on the standard for analyzing whether an agency regulation has the force of law, and thus an appellant’s disclosure is exempted from protection as “specifically prohibited by law.” See Initial Appeal File (IAF), Tab 46, Initial Decision (ID) at 14-15 & n.15 (applying Parikh v. 2 Pub. L. No. 115-91, § 1097(c)(1)(A), 131 Stat. 1283, 1618 (2017). 3 Department of Veterans Affairs , 116 M.S.P.R. 197, ¶¶ 24, 29-30 (2011) (analyzing whether the agency’s handbook was a law such that the appellant’s violation of it in making his disclosures excluded them from protection under the Federal whistleblower protection statutes)); see also 5 U.S.C. § 2302(b)(8)(A). There is no contention that the appellant’s disclosures were otherwise prohibited by law. Further, to construe the appellant’s disclosures of purported handbook violations as protected only if the handbook has the force of law—i.e., is a statute or substantive regulation—renders the term “rule,” as provided under section 2302(b)(8)(A)(i), superfluous.3 See Department of Homeland Security v. MacLean, 574 U.S. 383, 389-93 (2015) (applying canons of statutory construction to conclude that Congress intended for the term “law” to have a meaning distinct from the term “rule” or “regulation” under 5 U.S.C. § 2302(b)(8)(A)). The Board has defined a rule as “an established and authoritative standard or principle; a general norm mandating or guiding conduct or action in a given type of situation.” Rusin v. Department of the Treasury , 92 M.S.P.R. 298, ¶ 16 (2002) (quoting Black’s Law Dictionary 1330 (7th ed. 1999)). To determine whether the agency’s handbook was a rule for the purposes of section 2302(b)(8), the Board must substantively review the handbook. Here, the appellant has not provided sufficient information to conclude that, if made, he disclosed a violation of “law, rule, or regulation.” As the administrative judge concluded, and the appellant does not dispute, the handbook was not entered into the record. ID at 14 n.15. Beyond referencing his November 8, 2015 memo, in which he quotes a few excerpts of the handbook, IAF, Tab 9 at 11, the appellant has not identified any evidence in the record that reveals the content and purpose of the handbook, or the authority pursuant to which it was created. Accordingly, despite the administrative judge’s error, we 3 A protected disclosure is a disclosure of information that an appellant reasonably believes evidences any violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8)(A). 4 nevertheless agree that the appellant did not prove that the handbook was a law, rule, or regulation for the purposes of section 2302(b)(8), and we find that the appellant’s arguments do not provide a basis for review. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (finding that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). The appellant further argues, only generally, that the administrative judge erred in finding that his November 2015 memo did not contain a protected disclosure. PFR File, Tab 1 at 9-10. The administrative judge determined that the appellant’s disclosures amounted to a policy disagreement as to how Supervisory Behavior Detection Officers (SBDOs) should be deployed at Los Angeles International Airport. ID at 15. She reasoned that a disinterested observer with 1 month of experience in the department, like the appellant, would not reasonably conclude the SBDOs were failing to conduct the necessary behavioral detection activities. Id. However, the record reflects that, at the time the appellant drafted this memo, he had worked in the same department since his appointment in April 2015. IAF, Tab 4 at 218, 223. Nevertheless, the appellant was a probationer at the time, with only 3 months of experience in his position as a Behavior Detection Officer (BDO), a position that was materially different than his prior Transportation Security Officer position. ID at 6-7; IAF, Tab 4 at 223, Tab 9 at 11. On review, the appellant argues that he was trained in BDO detection, but he does not explain the basis for his conclusion that SBDOs were not adequately performing their duties. PFR File, Tab 1 at 6, 9-10. Accordingly, despite the administrative judge’s error in calculating the appellant’s length of service in his BDO position, we nevertheless agree that it was not reasonable for him to believe that he was disclosing any other wrongdoing by SBDOs in his November 2015 memo. See Panter, 22 M.S.P.R. at 282. Finally, the appellant disputes the administrative judge’s finding that he did not prove that his disclosures to the agency’s Office of Inspections (OOI) were 5 protected under 5 U.S.C. § 2302(b)(9)(C). PFR File, Tab 1 at 13. In analyzing this issue, the administrative judge recognized that the NDAA amended section 2302(b)(9)(C) to include “cooperating with or disclosing information to . . . any . . . [agency] component responsible for internal investigation or review” as protected activity. ID at 23-24 n.21. Without addressing whether OOI constituted such a component, the administrative judge found that the NDAA amendment was inapplicable because it was not retroactive. Id. We agree. After the initial decision’s issuance, the Board issued a decision finding that the NDAA amendment to section 2302(b)(9)(C) was not retroactive. Edwards v. Department of Labor, 2022 MSPB 9, ¶¶ 29-33, aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023). Accordingly, we affirm the administrative judge’s finding as to the applicability of the NDAA. NOTICE OF APPEAL RIGHTS4 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 6 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you 7 were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. 8 If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 9 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Pacheco_IrvingSF-1221-17-0365-W-1__Final_Order.pdf
2024-05-21
IRVING PACHECO v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-1221-17-0365-W-1, May 21, 2024
SF-1221-17-0365-W-1
NP
1,407
https://www.mspb.gov/decisions/nonprecedential/Davis_Angeleah_M_DA-114M-23-0142-Y-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANGELEAH M. DAVIS, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DA-114M-23-0142-Y-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Angeleah M. Davis , Mansfield, Texas, pro se. Catherine Williams-Frank , Esquire, Philadelphia, Pennsylvania, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her removal appeal as untimely filed without good cause shown. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). ¶2We have considered all the appellant’s arguments on review; however, we find that none compel a different outcome. Petition for Review (PFR) File, Tab 1 at 4-7. For example, the appellant argues that the agency violated certain provisions of Transportation Security Administration Management Directive 1100.75-3. Id. at 4-6. The appellant, however, did not raise these specific allegations before the administrative judge. See Banks v. Department of the Air Force, 4 M.S.P.R. 268, 271 (1980) (finding that the Board generally will not consider an argument raised for the first time on review absent a showing that it is based on new and material evidence not previously available despite the party’s due diligence). In any event, we find that none of the appellant’s assertions in this regard provide a basis to disturb the administrative judge’s reasoned conclusion that the appeal was untimely filed without good cause shown. Initial Appeal File, Tab 7, Initial Decision at 5-8. ¶3With her petition for review, the appellant provides two additional documents, i.e., a December 12, 2022 email and phone screenshot. PFR File, Tab 1 at 8-10. The appellant explains that she provides these documents to demonstrate that she contacted the agency on this date to inquire about changing her health insurance; however, the agency employee with whom she spoke failed2 to inform her that she had been removed from her position. Id. at 5-6. She avers that these documents show that, as of December 12, 2022, she was unaware that the agency had effected her removal. Id. at 6. The Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record closed despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). Here, the appellant has not made such a showing. In any event, these documents are not material to the timeliness issue. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). ¶4Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you4 were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Davis_Angeleah_M_DA-114M-23-0142-Y-1__Final_Order.pdf
2024-05-21
ANGELEAH M. DAVIS v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DA-114M-23-0142-Y-1, May 21, 2024
DA-114M-23-0142-Y-1
NP
1,408
https://www.mspb.gov/decisions/nonprecedential/Singam_AkiDC-0752-20-0382-I-4__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD AKI SINGAM, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-0752-20-0382-I-4 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kumar Singam , Bethesda, Maryland, for the appellant. Christy Te , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Chairman Harris and Vice Chairman Limon issue separate, concurring opinions. FINAL ORDER The appellant has filed a petition for review of the initial decision that dismissed her constructive suspension appeal for lack of jurisdiction. Generally, we grant petitions such as this only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain3 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx. Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 4 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6 CONCURRING OPINION OF CATHY A. HARRIS in Aki Singam v. Department of Health and Human Services MSPB Docket No. DC-0752-20-0382-I-4 I agree with the administrative judge that the appellant has not established that the agency constructively suspended her. Therefore, I concur in the result in this case. Nevertheless, as discussed below, I disagree with the administrative judge’s determination that the agency was within its rights to request additional information from the appellant before making a decision on her accommodation request. The appellant is a G-12 Pharmacist with the agency. In July 2019, the appellant submitted documentation to the agency from her physician, which stated that she had functional restrictions that prohibited her from working in the Intravenous Admixture Unit (IVAU) room between July 1, 2019, and July 15, 2019. Singam v. Department of Health and Human Services , MSPB Docket No. DC-0752-20-0382-I-1, Initial Appeal File (IAF), Tab 1 at 26. As a result, the agency reassigned the appellant to other work locations. On October 23, 2019, the Pharmacy Supervisor directed the appellant to return to the full range of her duties in the IVAU room effective October 25, 2019. Id. The supervisor informed the appellant that, if she had a medical condition preventing her from performing her duties, she may submit a reasonable accommodation request to the agency’s Office of Equity, Diversity, and Inclusion (EDI). Id. On November 7, 2019, the appellant sent the EDI a fax containing the subject line “Reasonable Accommodation Forms” in which she included a narrative stating that, on an unspecified date, she fell in the IVAU room. Singam v. Department of Health and Human Services , MSPB Docket No. DC-0752-20- 0382-I-4, Appeal File (I-4 AF), Tab 68 at 33-37. The appellant also included a letter from a medical provider, which stated that the appellant’s impairment was “recurrent falls” and “retinal detachment” and that the appellant was limited in her ability to walk. Id. at 36-37. He suggested that the appellant “should avoid working in the IV Room for the next 2 months.” Id. at 37. The next day, the agency’s Occupational Medical Services (OMS) completed a document entitled “OMS Medical Evaluation of Functional Activities.” IAF, Tab 1 at 30. It stated that the appellant’s medical provider had recommended that she not work in the IVAU room through January 30, 2020. Id. EDI sent an email to the appellant requesting that she sign an “Authorization for Disclosure form” authorizing the agency to speak with her medical provider. I-4 AF, Tab 68 at 38. The appellant refused to sign the form; instead, she repeatedly stated that the document issued by OMS was “binding” and that she should be permitted to work outside the IVAU room on that basis. On November 15, 2019, the appellant wrote to EDI that “[a]t no time did [she] reach out to process a request to no longer work in the IV room,” and “there is no need for you to process a request that I did not make.” Id. at 55. On November 26, 2019, the appellant wrote that “there is no accessibility request from me to be closed or withdrawn.” Id. at 74. EDI then ceased any attempts to process a reasonable accommodation request. The appellant used sick leave, annual leave, and leave without pay from October 16, 2019, through at least December 20, 2019, and on numerous dates in January 2020. On several occasions in December 2019 and January 2020, the appellant’s supervisor instructed that she must report to her assigned work area with clearance from OMS or take leave. On December 23, 2019, the appellant sent an email to EDI stating the following: “[ ] I am requesting a temporary reasonable accommodation pursuant to the OMS Blue Slip that was sent via Dr. [S] from the OMS for the period 11/06/19 through 01/01/20 to work outside the IV Room.” I-4 AF, Tab 14 at 91. On December 30, 2019, EDI informed the appellant that it did not have sufficient2 medical information to process a reasonable accommodation request and it asked that she authorize the agency to speak with her medical provider. Id. at 93-94. The appellant responded that she would not provide the authorization and again asserted that the agency must comply with the form issued by OMS. Id. at 93. On January 3, 2020, the agency explained that it needed further clarification on the extent of the appellant’s limitations in the IVAU room and the nature and duration of the limitations. On January 14, 2020, the appellant asserted that she was on campus and “will be completing mandatory work/special projects as a temporary accommodation while I await hearing from you as to how you will comply with my legally complete reasonable accommodation request.” I-4 AF, Tab 68 at 103. Her supervisor responded that she had not been assigned any special projects or temporary accommodations and that she must report to her assigned location in the IVAU room or take leave until cleared by OMS. Id. On January 23, 2020, the appellant sent an email stating, “[p]er my assignment to projects in the official schedule, I have been working and documenting the mismanagement of the IV Room by you and the consequent waste of [F]ederal funds.” IAF, Tab 1 at 38-39. On January 30, 2020, the appellant returned to work in the IVAU room. I-4 AF, Tab 68 at 20. The appellant filed a Board appeal on February 15, 2020, alleging that the agency subjected her to a constructive suspension between October 2019 and January 2020. IAF, Tab 1. The administrative judge found that the appellant made a nonfrivolous allegation of Board jurisdiction over a constructive suspension claim with an affirmative defense of failure to accommodate and scheduled a jurisdictional hearing. I-4 AF, Tab 23. Thereafter, the appellant withdrew her hearing request, and the administrative judge issued an initial decision on the written record finding that the appellant did not establish jurisdiction over her constructive suspension claim by preponderant evidence. I -4 AF, Tab 74, Initial Decision (ID). In relevant part, the administrative judge3 found that the medical evidence in the record is insufficient to find that working in the IVAU room was against the appellant’s medical restrictions, which would have deprived her of a meaningful choice. The appellant subsequently filed a petition for review. As an initial matter, I agree with the administrative judge that the framework set forth in Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 11 (2013) is applicable here. ID at 8. Like Bean, the instant case involves an involuntary leave-type constructive suspension appeal because it concerns a claim that leave that appeared to be voluntary actually was not. Thus, to establish jurisdiction in her constructive suspension appeal, the appellant must show that: (1) she lacked a meaningful choice regarding her absence; and (2) this was because of the agency’s improper actions. See Bean, 120 M.S.P.R. 397, ¶ 11. Regarding the first prong under this test, the appellant established that she lacked a meaningful choice in her absence. “[T]he Americans With Disabilities Act, which applies to Federal employees pursuant to the Rehabilitation Act Amendment of 1992, prohibits disability-related inquiries, including inquiries as to the nature and severity of a disability, unless such inquiry is shown to be job-related and consistent with business necessity.” Hartless v. U.S. Postal Service, EEOC Appeal No. 0120101017, 2010 WL 2345516, *1 (June 4, 2010). In response to a request for reasonable accommodation, an agency “cannot ask for documentation in response to a request for reasonable accommodation . . . when: (1) both the disability and the need for reasonable accommodation are obvious, or (2) the individual has already provided the agency with sufficient information to substantiate that s/he has . . . a disability [under the Rehabilitation Act] and needs the reasonable accommodation requested.” See EEOC Enforcement Guidance: Reasonable Accommodation and Undue Hardship Under the Americans with Disabilities Act, Notice 915.002 (Oct. 17, 2002), https://www.eeoc.gov/laws/guidance/enforcement-guidance-reasonable- accommodation-and-undue-hardship-under-ada (last visited May 21, 2024). An4 agency may request “relevant supplemental medical information if the information submitted by the requester is insufficient” for the purposes of explaining “the nature of the individual’s disability, his or her need for reasonable accommodation, and how the requested accommodation, if any, will assist the individual to apply for a job, perform the essential functions of a job, or enjoy the benefits and privileges of the workplace.” See 29 C.F.R. 1614.203(d) (3). In addition, the Equal Employment Opportunity Commission has found that, when there is a bona fide dispute regarding the application of an employee’s restrictions to certain duties, an agency is permitted to obtain further medical information to determine the need for reasonable accommodation. See Ross v. Department of the Treasury , EEOC Appeal No. 01982708, 2001 WL 1103786, *8 (August 2, 2001). Here, as stated above, the medical documentation submitted by the appellant stated that her impairment was “recurrent falls” and “retinal detachment” and that she was limited in her ability to walk. The appellant’s medical provider stated the appellant “should avoid working in the IV Room for the next 2 months.” This medical information sufficiently explained the nature of the appellant’s disability and the need for an accommodation under the Rehabilitation Act. The record does not reflect that there was a bona fide dispute as to whether the appellant could work in the IVAU room, and the appellant’s medical documentation was sufficient to substantiate that she needed the reasonable accommodation requested. However, the appellant has ultimately not established by preponderant absence that it was the agency’s wrongful actions that deprived her of a meaningful choice in the matter. The appellant sent confusing and conflicting correspondence to the agency, and, most significantly, unequivocally instructed the agency to stop processing a request for accommodations. She also refused to meet with her supervisor to discuss her request. Thus, under these circumstances, the appellant did not meet her burden of establishing by preponderant evidence5 that the agency acted wrongfully in not processing her reasonable accommodation request. I therefore concur with the Board’s determination that the appellant did not establish by preponderant evidence that the agency constructively suspended her. /s/ Cathy A. Harris Chairman6 CONCURRING OPINION OF RAYMOND A. LIMON in Aki Singam v. Department of Health and Human Services MSPB Docket No. DC-0752-20-0382-I-4 As both the administrative judge in the initial decision and the Chairman in her Concurring Opinion state, to establish jurisdiction over this constructive suspension appeal, the appellant must show that: (1) she lacked a meaningful choice regarding her absence; and (2) this was because of the agency’s improper actions. Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 11 (2013). I believe the record tends to support the administrative judge’s findings with respect to the first prong of this test, but a detailed review is not necessary as I concur with the Chairman’s and the administrative judge’s findings that the appellant has not met her burden on the second prong of this test. /s/ Raymond A. Limon Vice Chairman
Singam_AkiDC-0752-20-0382-I-4__Final_Order.pdf
2024-05-21
AKI SINGAM v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. DC-0752-20-0382-I-4, May 21, 2024
DC-0752-20-0382-I-4
NP
1,409
https://www.mspb.gov/decisions/nonprecedential/Stringfellow_AllanDC-0752-18-0712-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ALLAN STRINGFELLOW, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER DC-0752-18-0712-I-1 DATE: May 21, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Allan Stringfellow , Uniondale, New York, pro se. David P. Simmons and Rachel Trafican , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision, except as expressly MODIFIED by this final order to expand the administrative judge’s analysis of the appellant’s affirmative defense of whistleblower reprisal. 5 C.F.R. § 1201.113(b). BACKGROUND On July 2, 2018, the agency removed the appellant from his position as a Supervisory Copier and Duplicating Equipment Operator for absence without leave (AWOL) and failure to follow procedures to request leave. Initial Appeal File (IAF), Tab 4 at 27, 29-33. The appellant timely appealed his removal to the Board and requested a hearing. IAF, Tab 1. Following the requested hearing, the administrative judge sustained the removal, finding that the agency proved its charges and that the appellant failed to prove that the agency committed a due process violation or harmful procedural error, or that his removal was the result of a prohibited personnel practice. IAF, Tab 30, Initial Decision (ID) at 3-12. The administrative judge also found that the agency showed that the penalty of removal promoted the efficiency of the service and was reasonable. ID at 12-15. Accordingly, she sustained the removal. ID at 15. On March 3, 2019, the appellant filed a petition for review of the November 19, 2018 initial decision. IAF, Tab 31; Petition for Review (PFR) File, Tab 1. The Office of the Clerk of the Board informed the appellant that his petition for review appeared to be untimely filed and that the Board’s regulations2 require an apparently untimely petition to be accompanied by a motion to accept the petition as timely or to waive the time limit for good cause and an affidavit or sworn statement to that effect. PFR File, Tab 2 at 1-2. The appellant filed a motion to accept his petition as timely filed. PFR File, Tab 3. The agency opposed the appellant’s petition for review and motion, to which the appellant filed a reply. PFR File, Tabs 4-5. DISCUSSION OF ARGUMENTS ON REVIEW The appellant has demonstrated good cause to waive the time limit for filing his petition for review. A petition for review generally must be filed within 35 days after the date of the issuance of the initial decision or, if a party shows that he received the initial decision more than 5 days after it was issued, within 30 days after his receipt of the initial decision. 5 C.F.R. § 1201.114(e). The Board will waive this time limit only upon a showing of good cause for the delay in filing. 5 C.F.R. §§ 1201.12, 1201.114(g). To establish good cause for the untimely filing of a petition, a party must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Shannon v. Department of Veterans Affairs , 110 M.S.P.R. 365, ¶ 6 (2009). To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Id. The appellant’s petition for review was originally due on December 24, 2018. ID at 15; see 5 C.F.R. § 1201.114(e). However, at midnight on December 22, 2018, the Board ceased all operations due to a partial government shutdown. PFR File, Tab 2 at 1. The Board promptly issued a press release, notifying the public that all filing and processing deadlines would be extended by3 the number of calendar days that the Board was shut down. Id.; PFR File, Tab 3 at 6-7; Press Release, U.S. Merit Systems Protection Board, Status of the U.S. Merit Systems Protection Board During a Partial Government Shutdown (Dec. 21, 2018), https://www.mspb.gov/publicaffairs/press_releases/Status_of_the_MSPB_ During_a_Partial_Government_Shutdown_1580906.pdf (last visited May 21, 2024). On January 26, 2019, the Board resumed operations after being shut down for 35 days. PFR File, Tab 2 at 1. Thus, the appellant’s December 24, 2018 filing deadline was extended 35 days to January 28, 2019. The appellant filed his petition for review on March 3, 2019, thirty-four days after the extended deadline to file his petition for review. PFR File, Tab 1. In his motion to accept his petition for review as timely, the appellant states that he accessed the Board’s website on January 26, 2019, but it was not operational and that it did not become operational until January 28, 2019. PFR File, Tab 3 at 4. He argues that, after the Board became operational, he had 38 additional days to file his petition for review, which he calculated by adding the number of days of the shutdown to the number of days he had left to file his petition before the government shutdown began. Id. The appellant is proceeding pro se, and we find it plausible that the appellant misinterpreted the Board’s press release to provide him with an additional 35 days to file his petition following the resumption of the Board’s operations after the government shutdown, by which logic his petition is timely. Accordingly, we find that good cause existed for the appellant’s delay in filing his petition for review. However, as set forth below, we find the appellant’s petition to be without merit. The administrative judge properly found that the agency proved its charges, that a nexus existed between the appellant’s conduct and the efficiency of the service, and that the penalty of removal fell within tolerable limits of reasonableness; and that the appellant did not prove his affirmative defenses of a due process violation or harmful procedural error. On review, the appellant does not dispute the administrative judge’s findings that the agency proved its charges of AWOL and failure to follow4 procedures to request leave, that the agency proved a nexus between his conduct and the efficiency of the service, and that the agency proved that the penalty of removal fell within tolerable limits of reasonableness. See ID at 3-8, 12-15. We have reviewed the administrative judge’s well-reasoned findings and discern no reason to disturb them. See Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (finding no reason to disturb the administrative judge’s findings where she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on the issue of credibility); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). On review, the appellant renews his arguments that the agency violated his right to due process and committed harmful procedural error by denying him the opportunity to present an oral reply to the proposed removal. PFR File, Tab 1 at 6-10. In particular, he argues that the agency’s May 15, 2018 email providing him with an extension of time to provide a reply was ambiguous as to whether he needed to complete his oral reply by the deadline provided, and that Massey v. Department of the Army , 120 M.S.P.R. 226 (2013), supports his argument that ambiguity in the agency’s language should warrant remand. Id. at 8-10. Minimum due process requires that the employee have oral or written notice of the charges against him, an explanation of the employer’s evidence, and “the opportunity to present reasons, either in person or in writing, why proposed action should not be taken[.]” Cleveland Board of Education v. Loudermill , 470 U.S. 532, 546 (1985). We agree with the administrative judge’s well-reasoned conclusion that the agency provided the appellant with sufficient due process. ID at 8-9. Unlike in Massey, the agency’s email providing the appellant with an extension is unambiguous as to when he was to submit his oral reply; it specifically provided that, “Management has granted you an extension until Thursday, May 24, 2018 to submit your written and oral replies.” IAF, Tab 6 at 64-65. Additionally, in this case, the appellant requested an oral reply on May 25, 2018, after the extension of time had already expired. IAF, Tab 45 at 39. The administrative judge also properly concluded that the appellant did not show that the agency committed a procedural error, or that the error was harmful, as he did not explain what evidence his oral reply would have added to his written reply. ID at 9-10; see Rogers v. Department of Defense , 122 M.S.P.R. 671, ¶ 7 (2015) (holding that, to prove harmful procedural error, the appellant must show both that the agency committed procedural error and that the error was harmful). Accordingly, we affirm the administrative judge’s findings that the appellant did not prove his affirmative defenses of a due process violation and harmful procedural error. We modify the initial decision in order to fully analyze the appellant’s affirmative defense of whistleblower reprisal but nevertheless conclude that the appellant has not proven this affirmative defense. On review, the appellant renews his arguments below that the agency committed prohibited personnel practices. PFR File, Tab 1 at 9-15; see IAF, Tab 14. He argues that the agency’s implementation of a Maryland state writ of garnishment of his wages was unlawful and resulted in prohibited personnel practices under 5 U.S.C. § 2301(b)(2) and 5 U.S.C. § 2302(b)(12) because: (1) the writ was invalid, as the judgment amount was incorrect and improperly included attorney’s fees; (2) the National Finance Center improperly submitted payments to the state of Maryland; (3) the agency garnished wages in excess of the amount permitted per week under “Federal Wage Garnishment Law” and the Consumer Credit Protection Act; (4) the agency did not afford him the opportunity to submit supporting affidavits or other documents pursuant to 5 C.F.R. § 581.302; and (5) neither the appellant nor the agency was served with the writ of garnishment pursuant to MD Rule 2-121. PFR File, Tab 1 at 10-14. He also argues that he filed a motion to cease and desist in state court and served it on two agency human resources officials, but in the decision to effect his removal, he was threatened with further wage garnishment and removed in violation of 5 U.S.C. § 2302(b)(9). Id. at 12, 15. The appellant further renews6 his argument that he filed a complaint with the agency’s Office of Inspector General (OIG) on October 10, 2017. Id. Finally, he argues that the administrative judge erred in finding that he did not make protected disclosures under 5 U.S.C. § 2302(b)(8). Id. at 14. For the reasons set forth in the initial decision, the administrative judge properly concluded that the appellant failed to show that the agency committed a prohibited personnel practice by violating 5 U.S.C. § 2301(b)(2) or 5 U.S.C. § 2302(b)(12). ID at 10-12; see, e.g., Special Counsel v. Byrd , 59 M.S.P.R. 561, 579 (1993) (holding that, in order to prove a violation of 5 U.S.C. § 2302(b)(12), one must prove: (1) a personnel action was taken; (2) the taking of this action violated a civil service law, rule, or regulation; and (3) the law, rule, or regulation violated implements or directly concerns a merit system principle), aff’d sub nom. Byrd v. Merit Systems Protection Board , 39 F.3d 1196 (Fed. Cir. 1994) (Table).2 However, we modify the initial decision to expand the administrative judge’s analysis of the appellant’s claims that the agency violated 5 U.S.C. § 2302(b)(8) and 5 U.S.C. § 2302(b)(9). In an adverse action appeal in which the appellant raises a prohibited personnel practice affirmative defense that independently could form the basis of an individual right of action appeal, once the agency proves its adverse action case by preponderant evidence, the appellant must show by preponderant evidence that he made a disclosure protected under 5 U.S.C. § 2302(b)(8) or engaged in protected activity protected under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and that the protected disclosure or activity was a contributing factor in the agency’s personnel action. 5 U.S.C. § 1221(e)(1); Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶¶ 12-13 (2015); Shibuya v. Department of Agriculture , 119 M.S.P.R. 537, ¶ 19 (2013). If the appellant makes both of these showings by preponderant evidence, the burden of persuasion shifts to the agency to prove by clear and convincing evidence that it would have 2 At the time of the issuance of Byrd, the current 5 U.S.C. § 2302(b)(12) was located at 5 U.S.C. § 2302(b)(11). See Byrd, 59 M.S.P.R. at 579 (quoting the prior version of the statute).7 taken the same personnel action in the absence of the appellant’s protected activity. 5 U.S.C. § 1221(e)(2); Alarid, 122 M.S.P.R. 600, ¶ 14. The administrative judge found that the appellant did not provide any evidence or argument that the agency retaliated against him for disclosing protected information or exercising his rights in an appeal or complaint, but did not analyze the appellant’s allegations in any detail. ID at 10-12. We find that the appellant made sufficient allegations to warrant additional analysis than that provided by the administrative judge, but that the appellant did not show that an allegedly protected disclosure or protected activity was a contributing factor in his removal. To establish that he made a protected disclosure, the appellant must show by preponderant evidence that he disclosed information that he reasonably believed evidenced a violation of a law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2308(b)(8)(A); Shibuya, 119 M.S.P.R. 537, ¶ 20. First, the appellant alleges that he wrote letters to two agency human resources officials in September 2017 and served them with a copy of the cease and desist motion that he filed in state court on June 21, 2018. PFR File, Tab 1 at 12, 15, see IAF, Tab 14 at 32-33, 37-41. The September 2017 letters reflect that the appellant accused the agency of failing to comply with MD Rules 1-323 and 2-321, and 5 C.F.R. § 581.302 and 5 C.F.R. § 581.305, because the writ of garnishment was not served on him or the agency, the agency did not mail him a copy of its answer to the writ, and he was not afforded the ability to provide the agency with supporting affidavits or other documents. IAF, Tab 14 at 37-41. We do not find that, in sending these letters, the appellant reasonably believed that the agency had violated Maryland state rules or Federal regulations. To determine whether an appellant had a reasonable belief that his disclosures were protected, the Board will examine whether a disinterested observer with knowledge of the essential facts known to, and readily ascertainably by, the8 appellant could reasonably conclude that the actions evidenced a violation of law, rule, or regulation, or one of the other conditions set forth in 5 U.S.C. § 2302(b)(8). Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 5 (2013). The appellant himself submitted a copy of a Maryland state rule providing that, even if the appellant asserted a defense against the garnishment, the agency was nevertheless required to remit withheld wages to the state court. Id. at 47. Additionally, the appellant did not identify how submitting supporting documents to the agency would have affected the agency’s implementation of the wage garnishment. Viewed in their entirety, the appellant’s citation of state rules and Federal regulations appear to be an attempt to delay the implementation of a Maryland court order directing him to pay child support arrears, rather than based on any reasonable belief that a violation of a law, rule, or regulation had occurred. See IAF, Tabs 4, 14. Next, the appellant alleges that, on April 24, 2018, he provided the agency official who proposed his removal with the two September 2017 letters that he sent to the human resources officials. PFR File, Tab 1 at 12, 15; see IAF, Tab 14 at 30. As set forth above, any allegations that the appellant made in the letters were not protected disclosures. The appellant also alleges that the agency official who issued the decision to remove him threatened him regarding the wage garnishment. PFR File, Tab 1 at 12, 15. To the extent that the appellant alleges that he made protected disclosures to the deciding official, it appears that, in the appellant’s written reply to his removal, he alleged that the human resources official responsible for implementing his wage garnishment failed to follow proper legal procedures, rules, and laws; and provided the deciding official with the September 2017 letters. IAF, Tab 4 at 35-41, 50-55. As discussed above, these allegations do not constitute protected disclosures. The appellant also alleged to the deciding official that the agency improperly withheld pay in violation of the “CCPA” for pay period 6. Id. at 36. The appellant has not provided any evidence or argument beyond his bare assertions that this alleged9 disclosure constituted a violation of a statute, thus we find that he has not proven by preponderant evidence that his allegation constituted a reasonable belief of such a violation. Additionally, the appellant specifically alleges that the agency threatened him with wage garnishment in violation of 5 U.S.C. § 2302(b)(9)(A)(i). PFR File, Tab 1 at 12, 15. The appellant appears to allege that, by filing a June 2018 motion in the applicable Maryland court to end the wage garnishment, which he alleges that he provided to the two above-referenced human resources officials, he engaged in protected activity. In order to be protected under 5 U.S.C. § 2302(b)(9)(A)(i), the appellant must have exercised an appeal right with regard to remedying a violation of 5 U.S.C. § 2302(b)(8). In moving to end the garnishment, the appellant was not seeking to remedy agency reprisal for making protected disclosures; rather, he was seeking to change a state court order pertaining to wage garnishment for child support arrears, and we do not find that this constituted protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). Finally, the appellant alleged that he filed an OIG complaint in October 2017, which constitutes protected activity under 5 U.S.C. § 2302(b)(9)(C); however, he did not allege that this complaint was a contributing factor in his removal, or that any agency official involved in his removal was aware of his OIG complaint. PFR File, Tab 1 at 12, 15; see IAF, Tab 29 (testimony of the appellant). As such, we do not find that the appellant proved by preponderant evidence his affirmative defense of whistleblower reprisal. We affirm the initial decision as modified herein. NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.10 review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular11 relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . 12 Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court13 of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510.14 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.15
Stringfellow_AllanDC-0752-18-0712-I-1__Final_Order.pdf
2024-05-21
ALLAN STRINGFELLOW v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. DC-0752-18-0712-I-1, May 21, 2024
DC-0752-18-0712-I-1
NP
1,410
https://www.mspb.gov/decisions/nonprecedential/Morton_Stacey_D_DA-0432-18-0352-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD STACEY D. MORTON, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER DA-0432-18-0352-I-1 DATE: May 20, 2024 THIS ORDER IS NONPRECEDENTIAL1 Terrence Johns , New Orleans, Louisiana, for the appellant. Julieanna Walker and Marion Brown , New Orleans, Louisiana, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision that sustained her chapter 43 removal from the agency for unacceptable performance and found that she did not prove the affirmative defenses of discrimination based on her race, color, and disability, and retaliation for prior equal employment opportunity (EEO) activity. For the reasons discussed below, we GRANT the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). petition for review. We MODIFY the initial decision to apply the appropriate legal standards to the appellant’s claim of disparate treatment disability discrimination and REMAND the appeal to the Dallas Regional Office for further adjudication consistent with this Remand Order and Santos v. National Aeronautics and Space Administration , 990 F.3d 1355 (Fed. Cir. 2021). BACKGROUND The appellant worked for the agency as a GS-12 Systems Accountant and was responsible for analyzing material to guarantee the accuracy of transactions and reports, ensuring the integrity of accounting systems, and improving system efficiencies through recommendations for modification. Initial Appeal File (IAF), Tab 1 at 2, Tab 8 at 55-57. In August 2017, the agency placed the appellant on a 60-day performance improvement plan (PIP) due to her unacceptable performance in two critical elements and one noncritical element of her performance standards. IAF, Tab 8 at 80-84. The PIP notice outlined the appellant’s unacceptable performance, described what successful performance on the included elements consisted of, listed tasks for each element that the appellant needed to complete during the PIP, and warned the appellant that removal was possible if she did not improve her performance in each critical element to a successful level. Id. When the PIP concluded, the appellant’s supervisor determined that the appellant had not raised her level of performance to a successful level on the mission results and research and analysis critical elements due to errors in her work, untimely submission of assignments, and her failure to complete research and analysis to identify cases or corrective action. Id. at 43-48. As a result, the agency proposed the appellant’s removal. Id. After considering the appellant’s written and oral replies to the proposal and the supporting evidence, the deciding official removed the appellant, effective April 27, 2018. Id. at 29-33.2 The appellant filed a Board appeal contesting her removal and raising the affirmative defenses of discrimination based on her race (African American), color (brown), disability (deafness in one ear), and retaliation for prior EEO activity. IAF, Tab 1, Tab 13 at 3, Tab 22 at 3. After holding the requested hearing, the administrative judge issued an initial decision sustaining the appellant’s removal for unacceptable performance, finding that the agency met its burden of proving by substantial evidence each of the required elements of a chapter 43 action. IAF, Tab 24, Tab 25, Initial Decision (ID) at 7-13. The administrative judge also found that the appellant failed to prove any of her affirmative defenses. ID at 13-22. The appellant then filed a petition for review, and the agency responded in opposition. Petition for Review (PFR) File, Tabs 1, 3. DISCUSSION OF ARGUMENTS ON REVIEW We modify the initial decision to apply the appropriate legal standards to the appellant’s disparate treatment disability discrimination claim. In her appeal, the appellant raised the affirmative defenses of discrimination based on her race, color, disability, and retaliation for prior EEO activity. IAF, Tab 13 at 3, Tab 22 at 3. The administrative judge determined in the initial decision that the appellant failed to prove that her race, color, or EEO activity was a motivating factor in her removal, or establish disability discrimination based on her allegations of failure to accommodate or disparate treatment. ID at 13-22. On review, the appellant makes reference to the retaliation for EEO activity affirmative defense when she states that the proposing official knew of her prior EEO activity when she issued the proposed removal. PFR File, Tab 1 at 4. The administrative judge acknowledged this undisputed fact in the initial decision and considered it in her analysis when ultimately concluding that both the proposing and deciding officials had no motive to retaliate against the appellant for her prior EEO activity. ID at 17-18. Our review reaches the identical conclusion on the EEO retaliation claim. Further, on3 review, the appellant does not specifically dispute the administrative judge’s findings regarding her failure to prove discrimination based on race and color, and her claim that the agency failed to accommodate her. ID at 13-22; PFR File, Tab 1. We see no reason to disturb these findings either. We do, however, modify the initial decision to apply the current, appropriate legal standards to the appellant’s affirmative defense of disparate treatment disability discrimination. The administrative judge analyzed the appellant’s disparate treatment disability discrimination claim under the framework from McDonnell Douglas Corp. v. Green, 411 U.S. 792, 802-05 (1973). ID at 19-22. In Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 25 (internal quotations omitted), which was decided after the issuance of the initial decision in this case, the Board approved the use of the McDonnell Douglas framework, not as a rigid, mechanized methodology, but as a sensible, orderly way to evaluate evidence of employment discrimination. We therefore take no issue with the administrative judge’s application of the framework for that purpose. But the Board in Pridgen held that the same standards of proof applicable to Title VII claims, including claims of retaliation for opposing discrimination in violation of Title VII , apply to claims of disparate treatment disability discrimination. Id., ¶¶ 30, 42. Thus, an appellant may prove a claim of disparate treatment disability discrimination under the motivating factor standard, in other words, by proving that prohibited discrimination “play[ed] any part in the way a decision [was] made.” Id., ¶¶ 20-21.2 2 The administrative judge correctly applied the motivating factor standard to conclude that the appellant did not establish that her removal was motivated by her race, color, or EEO activity. ID at 15, 19. Because we agree with the administrative judge’s finding that the appellant failed to show that any prohibited consideration was a motivating factor in the agency’s action and the appellant has not challenged this finding on review, we need not resolve the issue of whether the appellant proved that discrimination or retaliation was a “but -for” cause of the agency’s decisions. See Pridgen, 2022 MSPB 31, ¶¶ 20-22, 29 -33. To the extent the appellant’s EEO retaliation claim constituted a claim of retaliation under the Americans with Disabilities Act, to which Pridgen, 2022 MSPB 31, ¶ 46, held that the “but-for” standard applied, the administrative judge applied the correct standard in finding that the appellant did not4 Ultimately, however, application of the Pridgen standards does not require disturbing the administrative judge’s denial of the appellant’s disparate treatment disability discrimination claim. In denying the claim, the administrative judge found that the appellant did not establish that either the proposing or deciding officials knew her to be disabled, did not show that anyone involved in her removal harbored any animus towards her because of her disability, and did not present evidence of similarly situated non-disabled comparators who were treated better than she was. ID at 22. In light of these unchallenged findings, we conclude that the appellant did not establish even the lower burden set forth in Pridgen that her disability was a motivating factor in her removal. Remand is required in light of Santos . We discern no basis to disturb the administrative judge’s findings that the agency proved by substantial evidence all of the elements it was required to prove in a chapter 43 performance-based removal under the law as it existed at the time. The administrative judge’s findings regarding those elements are supported by the evidence, the inferences are appropriate, and the credibility determinations are reasoned. ID at 1-23; see Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (finding no reason to disturb the administrative judge’s findings where she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions) ; Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). In her petition for review, the appellant reiterates one of the arguments that she raised before the administrative judge —that the agency did not provide her with a reasonable opportunity to demonstrate that her performance improved to an acceptable level because her PIP period lasted 60 days instead of 90 days. PFR File, Tab 1 at 4-5. At no juncture does the appellant cite to any authority requiring the agency to afford her a 90-day PIP period. The agency’s procedures outline that a PIP period can last 60 days. IAF, Tab 12 at 37. Further, when prove that she would not have been removed but for her EEO activity. ID at 15, 19. 5 assessing whether an agency afforded an employee a reasonable opportunity to demonstrate acceptable performance, relevant factors include the nature of the duties and responsibilities of the employee’s position, the performance deficiencies involved, and the amount of time given to the employee to demonstrate acceptable performance. Lee v. Environmental Protection Agency , 115 M.S.P.R. 533, ¶ 32 (2010). The Board also considers the level of assistance provided to the employee during the PIP period. See Bare v. Department of Health and Human Services , 30 M.S.P.R. 684, 687-88 (1986). In this instance, the agency informed the appellant through the PIP notice of her unacceptable performance in the two critical elements for which she was ultimately removed, listed the tasks that she was required to perform to demonstrate successful performance, and stated that if she did not improve her performance in each of the critical elements to the successful level at the conclusion of the PIP, her removal was possible. IAF, Tab 8 at 80-84. While the agency did assign the appellant new accounting responsibilities over three smaller offices in May 2017, the appellant served as a Systems Accountant since 2012 and at the GS-12 level since 2015, and she admittedly had familiarity with many of the tasks assigned to her during the PIP period.3 Hearing Compact Disc (HCD) (testimony of the appellant; testimony of the appellant’s first-line supervisor). The PIP tasks correlated with the core duties of the appellant’s position and broke down larger assignments into short-term, quantifiable steps. IAF, Tab 8 at 55-57, 80-83. Relatedly, during the PIP period, the appellant’s first- and second-line supervisors met with her on at least five occasions to provide feedback on the appellant’s work product and to answer questions and provide assistance. Id. 3 The agency assigned the appellant these new responsibilities at her request. Hearing Compact Disc (testimony of the appellant; testimony of the appellant’s first-line supervisor). The evidence demonstrates that handling the accounting tasks for these new offices was less complex compared to the work that the appellant performed for the previous office. Id. (testimony of the appellant’s first-line supervisor; testimony of the appellant’s second-line supervisor). 6 at 87, 90-92, 96-97, 100, 105, 107; HCD (testimony of the appellant’s first-line supervisor). The appellant did not attend at least two other scheduled meetings of this kind. IAF, Tab 8 at 101-104. The appellant’s first-line supervisor provided her with detailed instructions, guidance, and tutorials to aide in her progression during the PIP. IAF, Tab 10 at 83-88, Tab 11 at 6, 15-17. While the appellant contends that the agency did not adequately train her, there is no evidence in the record that the appellant ever sought training. HCD (testimony of the appellant). Therefore, the 60-day PIP period presented a reasonable opportunity for the appellant to show improvement to the successful level. See Melnick v. Department of Housing and Urban Development , 42 M.S.P.R. 93, 101-02 (1989) (finding a 30-day PIP period sufficient in length to demonstrate acceptable performance), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table). The fact that the appellant could have been provided with a longer PIP period does not, in itself, undermine the propriety of the 60-day PIP period at issue here. In any event, though the appellant has identified no basis for us to disturb the administrative judge’s findings below, we nonetheless must remand this appeal for another reason. During the pendency of the petition for review in this case, the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) held in Santos, 990 F.3d at 1360-61, that, in addition to the five elements of the agency’s case set forth in the initial decision, the agency must also justify the institution of a PIP by proving that the employee’s performance was unacceptable prior to the PIP. The Federal Circuit’s decision in Santos applies to all pending cases, including this one, regardless of when the events took place. Lee v. Department of Veterans Affairs , 2022 MSPB 11, ¶ 16. We therefore remand this case for further adjudication of the appellant’s removal under the standard set forth in Santos. See id. (remanding the appellant’s chapter 43 appeal because the parties did not have an opportunity to address the modified standard set forth in Santos).7 On remand, the administrative judge shall accept evidence and argument on whether the agency proved by substantial evidence that the appellant’s pre-PIP performance was unacceptable. The administrative judge shall hold a supplemental hearing if appropriate. The administrative judge shall then issue a new initial decision consistent with Santos. If the agency makes the additional showing required under Santos on remand, the administrative judge may incorporate her prior findings on other elements of the agency’s case in the remand initial decision. However, regardless of whether the agency meets its burden, if the argument or evidence on remand regarding the appellant’s pre-PIP performance affects the analysis of the appellant’s affirmative defenses, the administrative judge should address such argument or evidence in the remand initial decision. See Spithaler v. Office of Personnel Management , 1 M.S.P.R. 587, 589 (1980) (explaining that an initial decision must identify all material issues of fact and law, summarize the evidence, resolve issues of credibility, and include the administrative judge’s conclusions of law and her legal reasoning, as well as the authorities on which that reasoning rests). ORDER For the reasons discussed above, we remand this case to the Dallas Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Morton_Stacey_D_DA-0432-18-0352-I-1__Remand_Order.pdf
2024-05-20
STACEY D. MORTON v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. DA-0432-18-0352-I-1, May 20, 2024
DA-0432-18-0352-I-1
NP
1,411
https://www.mspb.gov/decisions/nonprecedential/Dean_DavidAT-3330-19-0391-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID DEAN, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER AT-3330-19-0391-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 David Dean , Lugoff, South Carolina, pro se. Sandra Soderstrom , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action under the Veterans Employment Opportunities Act of 1998 (VEOA). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The administrative judge docketed separate appeals under VEOA and the Uniformed Services Employment and Reemployment Rights Act of 1994 regarding the appellant’s unsuccessful application for the position of Partnership Specialist, GG-0301-11/12-Census-EXT-AFC, under vacancy announcement number RCC2020ATL-2019-0270, which recruited for vacancies in Richland County, South Carolina. Dean v. Department of Commerce , MSPB Docket No. AT-3330-19-0391-I-1, Initial Appeal File (0391 IAF), Tabs 1 -3, 5; Dean v. Department of Commerce , MSPB Docket No. AT-4324-19-0270-I -1, Initial Appeal File (0270 IAF), Tabs 1-2, 12. In the present appeal, the administrative judge issued a jurisdiction order setting forth the applicable burdens under VEOA and ordered the parties to file evidence and argument establishing the Board’s jurisdiction. 0391 IAF, Tab 3 at 2-7. The order also informed the parties that, if the appellant met his jurisdictional burden, the administrative judge would hold a hearing if the appellant has requested one and there was a genuine dispute of material fact, or would allow for further development of the written record. Id. at 7-8. The appellant and the agency filed jurisdictional responses. 0391 IAF, Tabs 5-6.2 During the pendency of the appeal, the appellant withdrew his request for a hearing. 0391 IAF, Tab 8 at 3. In an initial decision based on the written record, the administrative judge found that the appellant had established Board jurisdiction over his VEOA appeal but failed to establish that his veterans’ preference rights were violated. 0391 IAF, Tab 11, Initial Decision (0391 ID) at 2, 4. In particular, the administrative judge determined that the agency’s decision to open the vacancy only to residents of a certain county did not violate his veterans’ preference rights. 0391 ID at 2-3. The administrative judge also found that, because the agency was not seeking to hire a nonveteran who ranked lower on the hiring certificate, 5 U.S.C. § 3318 “pass over” procedures did not apply. 0391 ID at 3-4. The appellant has filed a petition for review, the agency has filed a response, and the appellant has filed a reply thereto. Dean v. Department of Commerce , MSPB Docket No. AT-3330-19-0391-I-1, 0391 Petition for Review (0391 PFR) File, Tabs 1, 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s arguments on review fail to establish any material error in the initial decision. He primarily argues that the agency committed a prohibited personnel practice2 by limiting the geographic area of consideration because a disabled veteran who did not reside in the specified county could not apply for 2 The administrative judge properly found that the appellant established jurisdiction over this appeal pursuant to VEOA. 0391 ID at 2; see 5 U.S.C. § 3330a; Haasz v. Department of Veterans Affairs , 108 M.S.P.R. 349, ¶ 6 (2008 ). The Board cannot obtain jurisdiction over claims of prohibited personnel practices claims through VEOA. See Goldberg v. Department of Homeland Security , 99 M.S.P.R. 660, ¶ 11 (2005); see also Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980 ), aff’d, 681 F.2d 867, 871-73 (D.C. Cir. 1982) (stating that, absent an otherwise appealable action, the Board lacks jurisdiction over claims of prohibited personnel practices under 5 U.S.C. § 2302(b)). Therefore, to the extent that the administrative judge erred in failing to address explicitly the appellant’s vague statement that the agency had “committed a Prohibited Personnel Action,” the Board lacks jurisdiction to address such a claim. 0391 IAF, Tab 5 at 7; ID at 1-4; see Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (stating that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). 3 the position. 0391 PFR File, Tab 1 at 4, Tab 4 at 3. He asserts generally that the administrative judge improperly applied VEOA. 0391 PFR File, Tab 1 at 4. Finally, in his reply, he asserts for the first time that “[c]ircumstantial evidence suggests that illegal aliens, ex-convicts, and one Mexican citizen” were amongst the nonveterans whom the agency improperly referred or hired for the Partnership Specialist position. 0391 PFR File, Tab 4 at 3. The appellant did not submit into the record this alleged “[c]ircumstantial evidence” or provide any further information regarding this claim. 0391 PFR File, Tab 1 at 4, Tab 4 at 3. Although the appellant withdrew his request for a hearing, the administrative judge issued a decision without affording the parties the opportunity to make final submissions regarding the merits of his VEOA claim prior to the close of the record, in accordance with her jurisdiction order. 0391 IAF, Tab 3 at 7 -8, Tab 8 at 3; see Jarrard v. Department of Justice , 113 M.S.P.R. 502, ¶ 11 (2010). Nonetheless, we find that remand is unnecessary because the record of the dispositive issues is fully developed, there is no genuine dispute of material fact, and the agency must prevail as a matter of law. See Haasz v. Department of Veterans Affairs , 108 M.S.P.R. 349, ¶¶ 9-10 (2008) (stating that the Board may decide the merits of a VEOA appeal without a hearing when there is no genuine dispute of material fact and one party must prevail as a matter of law). When, as here, an agency accepts applications from outside its workforce, 5 U.S.C. 3304(f)(1) allows certain preference-eligibles or veterans to compete for the vacant position. See generally Montgomery v. Department of Health & Human Services , 123 M.S.P.R. 216, ¶¶ 4-5 (2016). The right to compete pursuant to 5 U.S.C. § 3304(f)(1) does not preclude an agency from eliminating a veteran or preference-eligible from further consideration for a position based on his qualifications for the position, and nothing requires that the veteran or preference-eligible be considered at every stage of the selection process. Harellson v. U.S. Postal Service , 113 M.S.P.R. 534, ¶ 11 (2010); see also Lazaro4 v. Department of Veterans Affairs , 666 F.3d 1316, 1319 (Fed. Cir. 2012) (“[T]he VEOA does not enable veterans to be considered for positions for which they are not qualified.”); Dale v. Department of Veterans Affairs , 102 M.S.P.R. 646, ¶ 13 (2006) (same). It is undisputed that the appellant was not a current resident of Richland County at the time of his application for the Partnership Specialist position and that the vacancy announcement expressly stated that applicants must be residents of the county in order to be considered for the “Work-at-Home” position. 0391 IAF, Tab 5 at 4; 0270 IAF, Tab 1 at 4, Tab 10 at 23, 36-37.3 Therefore, it is undisputed that the appellant did not meet the articulated geographic area of consideration requirement. The appellant’s repeated assertions that the geographic area of consideration was “impermissible” are unpersuasive. 0391 PFR File, Tab 4 at 3; 0391 IAF, Tab 5 at 7. Pursuant to Office of Personnel Management regulation, an area of consideration must be sufficiently broad to ensure the availability of high quality candidates, taking into account the nature and level of the positions covered. 5 C.F.R. § 335.103(b)(2). In Montee v. Department of the Army , 110 M.S.P.R. 271, ¶¶ 8-10 (2008), the Board found that a residency requirement or geographic area of consideration related to the skills, experience, education or other qualifications that would be required of an individual appointed to the position in question would not violate VEOA. See also O’Brien v. Office of Personnel Management , 118 F. App’x 484, 486 (Fed. Cir. 2004)4 (finding that an agency has the right to geographically limit a vacancy announcement “so long as 3 The agency’s response to the jurisdiction order in the present appeal incorporates by reference the entirety of its narrative response and motion to dismiss in the 0270 appeal. 0391 IAF, Tab 6 at 7-8; 0270 IAF, Tab 10. The agency cites to the record in the 0270 appeal throughout this pleading, which it filed in both appeals. 0391 IAF, Tab 6 at 5-9; 0270 IAF, Tab 15 at 5-9. Therefore, we have considered the documentary evidence submitted by the agency with its narrative response in the 0270 appeal as incorporated by reference into the record of the present appeal. 4 Although O’Brien is an unpublished decision, the Board may rely on unpublished U.S. Court of Appeals for the Federal Circuit decisions when, as here, it finds the court’s reasoning persuasive. Mauldin v. U.S. Postal Service , 115 M.S.P.R. 513, ¶ 12 (2011 ).5 the area of consideration is sufficiently broad to ensure the availability of high quality candidates,” even when there are applicants under 5 U.S.C. § 3304(f)(1)). As discussed in the initial decision, the agency put forth evidence and argument concerning the importance of current community ties within the relevant county to the performance of the position. 0391 ID at 2-3; 0270 IAF, Tab 10 at 6-7, 39. Although the appellant argued that the agency’s decision to restrict eligibility for the Partnership Specialist position to residents of Richland County “benefited only those residing within the county lines,” 0391 IAF, Tab 5 at 8, he has not challenged the availability of high-quality candidates for the position amongst the eligible population, 0391 IAF, Tabs 1, 5; 0391 PFR File, Tabs 1, 4. As asserted by the appellant, the residency requirement precluded preference eligibles “from applying [and qualifying] for the position unless they were living within” the county. 0391 IAF, Tab 5 at 7. However, regardless of the appellant’s vague statement on review describing nonveterans purportedly referred or selected, 0391 PFR File, Tab 4 at 3, the record demonstrates that the residency restriction did not have the overall effect of excluding veterans. The delegating examining certificate demonstrated that all three selectees, and four of the individuals referred, were preference-eligible disabled veterans. 0270 IAF, Tab 10 at 19-22.5 The undisputed record demonstrates that the agency’s decision not to refer his application to the hiring authority for failing to meet the geographic area of consideration, a qualification of the position, did not violate the appellant’s veterans’ preference rights. 0391 IAF, Tab 5 at 7-8; 0270 IAF, Tab 10 at 22 -24; 5 We take official notice that the veterans’ preference code “CPS” on the certificate means “10-point 30 Percent Compensable Disability Preference based on a service-connected disability of 30% or more” as set forth in chapter 4, § B, page 4-18 of the Office of Personnel Management’s Delegated Examining Operations Handbook: A Guide for Federal Agency Examining Offices (2019), https://www.opm.gov/policy-data- oversight/hiring-information/competitive-hiring/deo_handbook.pdf (last visited May 20, 2024). 5 C.F.R. § 1201.64 (providing that the Board may take official notice of matters that can be verified); see Perkins v. U.S. Postal Service , 100 M.S.P.R. 48, ¶ 12 n.4 (2005).6 see Harellson, 113 M.S.P.R. 534, ¶ 11. The appellant has not challenged, and we find no reason to disturb, the administrative judge’s finding that the 5 U.S.C. § 3318 “pass over” procedures do not apply to the circumstances alleged in this appeal. 0391 ID at 3-4; 0270 IAF, Tab 10 at 19-21. Therefore, we find that the agency is entitled to prevail as a matter of law, and we affirm the initial decision denying the appellant’s request for corrective action under VEOA. NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file8 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 9 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Dean_DavidAT-3330-19-0391-I-1__Final_Order.pdf
2024-05-20
DAVID DEAN v. DEPARTMENT OF COMMERCE, MSPB Docket No. AT-3330-19-0391-I-1, May 20, 2024
AT-3330-19-0391-I-1
NP
1,412
https://www.mspb.gov/decisions/nonprecedential/Dean_DavidAT-4324-19-0270-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID DEAN, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER AT-4324-19-0270-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 David Dean , Lugoff, South Carolina, pro se. Sandra Soderstrom , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his request for corrective action under the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On review, the appellant repeats his argument that the geographic area of consideration for the Partnership Specialist position improperly excluded disabled veterans. Petition for Review (PFR) File, Tab 1 at 4, Tab 4 at 3; Initial Appeal File (IAF), Tab 4 at 2-3, Tab 14 at 4, Tab 18 at 4. He provides no basis for overturning the administrative judge’s finding that he failed to make a nonfrivolous allegation2 that the agency’s actions concerning the vacancy were motivated by his status as a veteran. IAF, Tab 19, Initial Decision (ID) at 3; see 38 U.S.C. § 4311(a); Beck v. Department of the Navy , 120 M.S.P.R. 504, ¶ 8 (2014). The appellant also argues that the “entire hiring of Census employees in South Carolina during 2019” constituted a prohibited personnel practice. PFR File, Tab 4 at 3. As the administrative judge informed the appellant in the jurisdiction order, the Board’s jurisdiction under USERRA does not include a review of other prohibited personnel practice claims. IAF, Tab 12 at 5; see 2 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). The regulation further provides, “[a]n allegation generally will be considered nonfrivolous when, under oath or penalty of perjury, an individual makes an allegation that: (1) [i]s more than conclusory; (2) [i]s plausible on its face; and (3) [i]s material to the legal issues in the appeal.” Id. 2 Davis v. Department of Defense , 105 M.S.P.R. 604, ¶ 16 (2007) (stating that, absent an otherwise appealable action, the Board lacks jurisdiction over prohibited personnel practice claims under 5 U.S.C. § 2302(b)); see also Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980), aff’d, 681 F.2d 867, 871-73 (D.C. Cir. 1982). To the extent that the administrative judge erred in failing to address explicitly the appellant’s vague statement that allowing “only select member[s] of the public to apply” for certain positions constituted a “Prohibited Personnel Action,” this claim provides no basis for Board jurisdiction over his appeal. IAF, Tab 18 at 4; ID at 1-3; see Davis, 105 M.S.P.R. 604, ¶ 16; Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (stating that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain4 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 5 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Dean_DavidAT-4324-19-0270-I-1__Final_Order.pdf
2024-05-20
DAVID DEAN v. DEPARTMENT OF COMMERCE, MSPB Docket No. AT-4324-19-0270-I-1, May 20, 2024
AT-4324-19-0270-I-1
NP
1,413
https://www.mspb.gov/decisions/nonprecedential/Craft_Bettey_S_AT-3443-19-0366-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BETTEY S. CRAFT,1 Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER AT-3443-19-0366-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL2 Bettey S. Craft , McDonough, Georgia, pro se. Eric Y. Hart , Indianapolis, Indiana, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her initial appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains 1 During the proceedings below, the appellant requested that the case caption be modified to reflect her correct middle initial, and we have modified the case caption accordingly. Initial Appeal File, Tab 6. 2 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant makes numerous arguments, all of which concern the U.S. Department of Labor’s Office of Workers’ Compensation Programs (OWCP) decisions that she challenged below. Petition for Review (PFR) File, Tab 1. Specifically, the appellant argues that OWCP erroneously determined that it had made an overpayment of her benefits and improperly terminated her benefits in proceedings that violated her due process rights and were the result of an erroneous medical opinion. Id. at 8-24. Additionally, the appellant alleges that she was subjected to a reduction in grade, that she has a mixed case appeal under 29 C.F.R. § 1614.302, and that the agency violated her reemployment rights, but she has not submitted evidence that any such actions occurred outside of the OWCP proceedings. Id. at 1-5. As set forth in the initial decision, OWCP decisions are final regarding an employee’s entitlement to workers’ compensation benefits, and the Board does not have jurisdiction over such claims. Initial Appeal File (IAF), Tab 8; see Lee v. Department of Labor , 76 M.S.P.R. 142, 146 (1997). The appellant also argues, for the first time on review, that she was subjected to whistleblower reprisal. PFR File, Tab 1 at 1, 3-4. The Board2 generally will not consider evidence or argument submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence.3 5 C.F.R. § 1201.115; see Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). The appellant has not explained why she failed to raise this claim below; thus, we decline to consider it. Accordingly, we affirm the initial decision.4 NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 3 To the extent the appellant believes that she has suffered a personnel action as defined in 5 U.S.C. § 2302(a)(2)(A) in reprisal for a protected disclosure described under 5 U.S.C.§ 2302(b)(8) or protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), she may wish to file a complaint with the Office of Special Counsel, if she has not already done so. After exhausting her administrative remedies before that agency, she may file an individual right of action appeal with the regional office consistent with the Board's regulations. 5 C.F.R. part 1209. We make no findings regarding any issues concerning such an appeal in this decision. 4 The appellant’s initial appeal also appears to be untimely; however, because we find that the Board lacks jurisdiction over the appellant’s claims, we do not reach the issue of timeliness. IAF, Tab 1. Additionally, the appellant’s motion to accept as timely filed her reply to the agency’s response to the petition for review is denied for failure to show good cause to waive the time limit. PFR File, Tab 6. 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.6 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 6 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Craft_Bettey_S_AT-3443-19-0366-I-1__Final_Order.pdf
2024-05-20
null
AT-3443-19-0366-I-1
NP
1,414
https://www.mspb.gov/decisions/nonprecedential/Parkinson_John_C_SF-0752-13-0032-C-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN C. PARKINSON, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER SF-0752-13-0032-C-1 DATE: May 20, 2024 THIS ORDER IS NONPRECEDENTIAL1 Kathleen McClellan , Esquire, and Jesselyn Radack , Esquire, Washington, D.C., for the appellant. Celeste M. Wasielewski , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman ORDER The agency has filed a petition for review and the appellant has filed a cross petition for review of the compliance initial decision, which granted in part the appellant’s petition for enforcement. Generally, we grant petitions such as these only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that neither party has established any basis under section 1201.115 for granting the petition or cross petition for review. Therefore, we DENY the petition for review and the cross petition for review. We AFFIRM the administrative judge’s conclusion that the appellant was not entitled to back pay from September 14, 2012, through July 13, 2016, because he was unavailable to perform his duties due to the suspension of his Top Secret security clearance, but he was entitled to be placed in the appropriate leave category during this time frame. We further AFFIRM the administrative judge’s conclusion that the appellant was entitled to back pay from July 14, 2016, through December 17, 2018, because he had a Top Secret security clearance from the Department of Defense Consolidated Adjudications Facility (DoDCAF) during this time frame. We VACATE the administrative judge’s analysis of the appellant’s return to duty, and we FIND that, during the time frame from December 18 through 30, 2018, the agency was not in compliance with the final Board decision. Except as explicitly modified herein, we AFFIRM the compliance initial decision. We also REFER the petition for enforcement to the Board’s Office of General Counsel for additional processing and issuance of a final decision. See 5 C.F.R. § 1201.183(c). BACKGROUND The following pertinent facts are generally undisputed. The appellant held the position of GS-1811-13 Special Agent with the Federal Bureau of 3 Investigations (FBI) when the agency proposed his removal on October 7, 2011, based on four charges of alleged misconduct. Parkinson v. Department of Justice, MSPB Docket No. SF-0752-13-0032-I-2, Appeal File (I-2 AF), Tab 6 at 61-75. On the same date, the agency suspended the appellant’s Top Secret security clearance based on the allegations in the proposed removal. Parkinson v. Department of Justice , SF-0752-13-0032-C-1, Compliance File (CF), Tab 1 at 19-20. The deciding official in the removal sustained all four charges, and the appellant was removed from his position, effective September 13, 2012. I-2 AF, Tab 6 at 38-40, 42-57. Following a lengthy litigation history, on October 10, 2018, the administrative judge issued an initial decision, mitigating the appellant’s removal to a 15-day suspension after only one of four misconduct charges were sustained. Id.; Parkinson v. Department of Justice , MSPB Docket No. SF-0752-13-0032-M- 2, Appeal File (M -2 AF), Tab 11. The initial decision ordered the agency to cancel the removal action and substitute in its place a 15-day suspension without pay, and to pay the appellant the appropriate amount of back pay, with interest, within 60 days after the decision became final. CF, Tab 15, Compliance Initial Decision (CID) at 2; M-2 AF, Tab 11 at 10. The initial decision became final on November 14, 2018, after neither party filed a petition for review. CID at 1 n.1; M-2 AF, Tab 11 at 12. On December 17, 2018, the appellant was advised that the agency canceled the removal and returned him to duty,2 effective September 13, 2012.3 CF, Tab 3 at 15-18. The agency revoked the appellant’s Top Secret security clearance on December 31, 2018, and issued him a notice of proposed removal on January 14, 2 The agency indicated in its correspondence to the appellant that this was a “‘paper’ reinstatement.” CF, Tab 1 at 11. 3 The exact date that the removal was canceled and the appellant was returned to duty is not in the record. Therefore, we will use the date of the agency’s correspondence, December 17, 2018, as the date that the removal was canceled and the appellant was returned to duty. 4 2019. CID at 5; CF, Tab 1 at 21-25. The appellant also submitted a request to retire from the agency, effective April 25, 2019. CID at 5; CF, Tab 11 at 15, 44-49. On January 31, 2019, the agency notified the appellant that it had no obligation to pay him back pay because his security clearance (a requirement of his Special Agent position) had been suspended and later revoked. CID at 2; CF, Tab 1 at 17-18. This petition for enforcement followed. CF, Tab 1. The administrative judge issued an acknowledgment order, to which the agency and the appellant responded. CID at 2; CF, Tabs 2-4. The administrative judge reopened the record on November 5, 2019, and both parties responded. CF, Tabs 10-11, 13. The administrative judge issued a compliance initial decision, in which he made the following findings: (1) the agency did not waive its right to challenge the October 2018 initial decision regarding back pay and benefits; (2) the appellant was not entitled to back pay for the period of September 14, 2012, through July 14, 2016, when he was unavailable to perform the duties of his position due to his suspended security clearance, but he was entitled to be placed in the appropriate leave category for this time period; (3) the appellant was entitled to back pay beginning July 14, 2016, through December 31, 2018, when he was given a Top Secret security clearance by DoDCAF; (4) the appellant was not entitled to return to duty in his former position due to the agency’s revocation of his Top Secret security clearance on December 31, 2018; and (5) placing the appellant on paid administrative leave, effective January 1, 2019, pending a decision on the proposed removal or retirement, would constitute compliance with the return-to-duty order. CID at 5-11. The administrative judge therefore granted in part the appellant’s petition for enforcement. CID at 11. The administrative judge ordered the agency to (1) place the appellant in the appropriate leave category (sick, annual, leave without pay (LWOP), paid military leave, and military LWOP) for the period September 14, 2012, to 5 July 14, 2016, and pay the appropriate amount of pay, interest, and benefits to the appellant in accordance with his leave status; (2) pay him back pay, interest, and benefits from July 15, 2016, through December 31, 2018, less any interim earnings; (3) place the appellant on administrative leave effective January 1, 2019; and pay him the appropriate amount of pay, interest, and benefits from that date; and (4) provide an accounting to the appellant that he has received all of the back pay, leave, interest, and other benefits owed to him in accordance with the compliance initial decision. CID at 11-12. The agency has filed a petition for review of the compliance initial decision, the appellant has filed a response, and the agency has filed a reply. Compliance Petition for Review (CPFR) File, Tabs 1, 3-4. The appellant has also filed a cross petition for review, to which the agency has responded. CPFR File, Tabs 3, 6. In its petition for review, the agency contends that the administrative judge erred in finding that the appellant was entitled to back pay from July 14, 2016, until December 31, 2018, and in finding that the appellant should be placed on paid administrative leave following the revocation of his Top Secret security clearance on December 31, 2018. CPFR File, Tab 1 at 6-13. In his cross petition for review, the appellant argues that he was entitled to back pay from September 14, 2012, to July 14, 2016.4 CPFR File, Tab 3 at 18-22. 4 The appellant raises two procedural issues in his response. First, he argues that the petition for review should be dismissed as untimely filed because it challenges the October 10, 2018 initial decision as well as the compliance initial decision. CPFR File, Tab 3 at 7-10. In response, the agency states that the appellant’s argument in this regard “borders on the frivolous” because it only sought review of the two rulings from the compliance initial decision on review. CPFR File, Tab 4 at 9. We agree with the agency. Indeed, the agency’s arguments on review—that the administrative judge erred when he found that the appellant was entitled to back pay from July 14, 2016, until December 31, 2018, and when he found that the appellant should be placed on paid administrative leave following the revocation of his Top Secret security clearance—are patent challenges to the administrative judge’s findings in the compliance initial decision. We therefore deny the appellant’s motion to dismiss the agency’s petition for review as untimely filed. 6 DISCUSSION OF ARGUMENTS ON REVIEW Legal standard When the Board finds a personnel action unwarranted, the aim is to place the employee, as nearly as possible, in the situation he would have been in had the wrongful personnel action not occurred, i.e., the status quo ante. Tubesing v. Department of Health and Human Services , 115 M.S.P.R. 327, ¶ 5 (2010); Sink v. Department of Energy , 110 M.S.P.R. 153, ¶ 19 (2008); Black v. Department of Justice, 85 M.S.P.R. 650, ¶ 6 (2000). In particular, the agency must reinstate the appellant to his former position and duties absent a strong overriding interest or compelling reasons for not doing so. Tubesing, 115 M.S.P.R. 327, ¶ 5; Labatte v. Department of the Air Force , 58 M.S.P.R. 586, 594 (1993). The agency bears the burden of proof on the issue of its compliance with a Board order. Tubesing, 115 M.S.P.R. 327, ¶ 5. We affirm the administrative judge’s finding that the appellant was not entitled to back pay from September 14, 2012, through July 13, 2016, because he was unavailable to perform his duties due to the suspension of his Top Secret security clearance, but he was entitled to be placed in the appropriate leave category during this time frame.5 Second, the appellant moves to strike from the record the agency’s Exhibit A to the agency’s petition for review. CPFR File, Tab 3 at 18. The agency’s reply brief does not address this argument. CPFR File, Tab 4. Under 5 C.F.R. § 1201.115, the Board will generally not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). The agency has not made such a showing here. Accordingly, we have not considered Exhibit A in our analysis here. 5 There is a discrepancy in the compliance initial decision regarding the starting date of the appellant’s entitlement to back pay. CID at 10. The heading of this section stated, “[t]he appellant is entitled to back pay beginning July 14, 2016.” Id. (emphasis supplied). Consistent with that heading, the administrative judge explained that “beginning July 14, 2016,” the agency’s stated reason for denying the appellant back pay—namely, his lack of a security clearance—no longer applied because DoDCAF determined that he was eligible for a Top Secret security clearance. Id. However, the administrative judge stated later in that same paragraph that, “ subsequent to July 14, 2016”—meaning starting on July 15, 2016—the agency was obligated to pay the 7 In the compliance initial decision, the administrative judge noted that an employee subjected to an unwarranted or unjustified personnel action is generally entitled to receive back pay equaling the amount the employee would have earned if the action had not occurred. CID at 6 (citing 5 U.S.C. § 5596 and 5 C.F.R. § 550.805(a)). He further noted that, in computing back pay, an agency may not include “[a]ny period during which an employee was unavailable for the performance of his . . . duties for reasons other than those related to, or caused by, the unjustified or unwarranted personnel action.” CID at 6 (citing 5 C.F.R. § 550.805(c)(2)). The administrative judge determined that the appellant was not available to perform his duties from September 14, 2012, through July 13, 2016, because his Top Secret security clearance had been suspended by the agency on October 7, 2011, and pursuant to 5 C.F.R. § 550.805(c)(2), the agency was precluded from paying him back pay and benefits during that time. CID at 6. The administrative judge, relying on the Board’s nonprecedential decision in Brown v. Department of Defense, MSPB Docket No. SF-0752-14-0310-C-2, Final Order (Jan. 6, 2017), among other cases, found that an appellant whose position requires a security clearance as a condition of employment is not entitled to back pay for any period when his security clearance has been suspended. CID at 6-8. The administrative judge acknowledged the appellant’s argument that the suspension of his security appellant back pay and all attendant benefits. Id. (emphasis supplied). The administrative judge ordered the agency to pay the appellant back pay, interest, and benefits “from July 15, 2016, through December 31, 2018.” CID at 12. Because DoDCAF issued the appellant a Top Secret security clearance on July 14, 2016, CF, Tab 4 at 29, we find that the appellant’s entitlement to back pay should begin on this date. Accordingly, we modify the compliance initial decision to find that he was entitled to back pay starting on July 14, 2016, through December 17, 2018 for the reasons described herein. We further modify the compliance initial decision to find that the appellant was not entitled to back pay from September 14, 2012, through July 13, 2016, but he was entitled to be placed in the appropriate leave category during this time frame for the reasons described herein. To minimize any confusion, our analysis will describe the administrative judge’s findings in the compliance initial decision and will construe the parties’ arguments on review to comport with these parameters. 8 clearance was “caused by the now overturned removal action” or was otherwise related to it; he found that he was precluded from examining the reason why the security clearance was suspended because doing so would constitute reviewing the merits of the underlying security determination, which the Board cannot do. CID at 8. Because it was undisputed that the appellant’s position required a Top Secret security clearance and the clearance was suspended, the administrative judge concluded that the appellant was not entitled to back pay under 5 C.F.R. § 550.805(c), irrespective of the reason for the suspension, because he was not eligible to perform his duties. Id. Notwithstanding these findings, the administrative judge concluded that the agency must place the appellant in the appropriate leave category because, among other things, he was on active military duty and the agency granted his request for leave pursuant to the Family and Medical Leave Act of 1993 during this time frame. CID at 4, 8-10.6 In his cross petition for review, the appellant contends that the administrative judge erred by finding that he was not entitled to receive back pay for this time frame. CPFR File, Tab 3 at 18-22. In pertinent part, he notes that 5 C.F.R. § 550.805(c)(2) only disallows back pay when the employee’s unavailability is caused by reasons “other than those related to, or caused by, the unjustified or unwarranted personnel action,” and he asserts that the 2011 suspension of his security clearance “was caused only by the unjustified removal action.” Id. at 19 (emphasis in original). He also asserts that he consistently maintained his security clearance eligibility with the Department of Defense between 2010-2018, so his unavailability could only be due to the now-overturned removal action. Id. The appellant contends that the administrative judge erred in relying on the nonprecedential decision in Brown 6 To that end, the administrative judge ordered the agency to place the appellant in the appropriate leave category (sick, annual, LWOP, paid military leave, and military LWOP) for the period September 14, 2012, to July 13, 2016, and to pay the appropriate amount of pay, interest, and benefits to the appellant in accordance with his leave status. CID at 11-12. Neither party challenges this finding on review, and we do not disturb this aspect of the compliance initial decision. 9 because Mr. Brown’s security clearance was suspended 1 year before the removal action and was not a result of the proposed removal action. Id. at 20. The appellant contends instead that the Board has found significant the reason that certain appellants lacked a security clearance. Id. (discussing White v. Department of the Army , MSPB Docket No. AT-0752-05-0119-C-2, Compliance Initial Decision (Aug. 3, 2006), and King v. Department of the Navy , 100 M.S.P.R. 116 (2005), aff’d, 167 F. App’x 191 (Fed. Cir. 2006)). The appellant further asserts that the administrative judge’s finding that he was precluded from examining the reason why the security clearance was suspended was a “far too broad” reading of Department of the Navy v. Egan , 484 U.S. 518 (1988); instead, he argues that the Board can examine an agency’s stated reasons for taking actions in order to make decisions within the Board’s jurisdiction. CPFR File, Tab 3 at 21 (discussing King v. Alston, 75 F.3d 657 (Fed. Cir. 1996), and Cheney v. Department of Justice , 479 F.3d 1343 (Fed. Cir. 2007)). In this regard, he asserts that evaluating his availability to work as part of a back pay award is “squarely within the Board’s enforcement authority.” Id. Finally, he argues that Egan does not preclude a back pay award if the Board finds an adverse personnel action invalid, even when the action is based on revocation of a security clearance. Id. at 21-22 (discussing Cheney and Lizut v. Department of the Army, 30 M.S.P.R. 112 (1986)). The appellant’s arguments do not persuade us that the administrative judge erred in this regard. His cited legal authority is either not binding on the Board or is distinguishable. For example, the White initial decision has no precedential value and cannot be cited to or relied on as controlling authority . See Rockwell v. Department of Commerce , 39 M.S.P.R. 217, 222 (1988); 5 C.F.R. § 1201.113. In Cheney, 479 F.3d at 1344-45, our reviewing court considered an appeal involving an indefinite suspension based on a suspended security clearance. The court concluded that the agency failed to meet the procedural requirements of 5 U.S.C. § 7513, Mr. Cheney’s indefinite suspension was improper, and he was entitled to 10 recover back pay for the period of the improper suspension. Id. at 1349-53. Notably, the decision in Cheney did not involve a compliance matter, nor did it reference 5 C.F.R. § 550.805(c). Moreover, the cases cited therein regarding Mr. Cheney’s entitlement to back pay did not involve compliance matters and did not mention or discuss this regulation. Cheney, 479 F.3d at 1353 (citing Gose v. U.S. Postal Service , 451 F.3d 831, 840 (Fed. Cir. 2006), and McFarland v. Department of the Navy , 62 M.S.P.R. 161, 165-66 (1994)). Similarly, in Alston, 75 F.3d at 662-63, the court reviewed an enforced leave appeal, finding in pertinent part that, although the action was based on the suspension of access to classified information, the agency was required to comply with 5 U.S.C. § 7513(b), and it did. There was no compliance issue raised in Alston either. Lizut and King are compliance matters and, thus, are similar to the procedural posture of this matter. However, neither decision warrants a different outcome. The Board in Lizut affirmed the award of back pay, but the decision itself contained no discussion of 5 C.F.R. § 550.805 or the propriety of a back pay award after Mr. Lizut lost his security clearance. Lizut, 30 M.S.P.R. at 115-18. In King, 100 M.S.P.R. 116, ¶ 15, the Board found that Ms. King was not ready, willing, and able to report to the position offered by the agency because she lacked the security clearance required to work at that facility. Importantly, the Board noted that the absence of an interim security clearance was due to Ms. King’s failure to answer two questions on the clearance questionnaire and did not relate to the unwarranted personnel action that resulted from the agency’s violation of her restoration rights; accordingly, because she was not ready, willing, and able to work at the agency facility, she was not entitled to back pay. Id., ¶¶ 14-16. More importantly, the appellant’s arguments and cited authorities do not overcome the binding precedent from the U.S. Supreme Court in Egan, 484 U.S. at 520, 530-31, and numerous subsequent decisions from the U.S. Court of Appeals for the Federal Circuit and the Board, which specifically prohibit the 11 Board from reviewing the substance of an underlying agency decision to deny, revoke, or suspend a security clearance. See, e.g., Ryan v. Department of Homeland Security , 793 F.3d 1368, 1371 (Fed. Cir. 2015); Romero v. Department of Defense, 658 F.3d 1372, 1377 (Fed. Cir. 2011) (“Like the MSPB, our review of removal actions that involve the revocation or denial of a security clearance is limited to reviewing the procedures used rather than the substance of the revocation decision.”); Cheney, 479 F.3d at 1351-52; Rogers v. Department of Defense, 122 M.S.P.R. 671, ¶ 5 (2015) (noting that the Board lacks authority to review the merits of the decision to suspend access to classified information);7 Wilson v. Department of the Navy , 122 M.S.P.R. 585, ¶¶ 7-11 (2015), aff’d, 843 F.3d 931 (Fed. Cir. 2016); Rothlisberger v. Department of the Army , 111 M.S.P.R. 662, ¶ 12 (2009); King v. Department of the Navy , 98 M.S.P.R. 547, ¶ 20 (2005) (noting, in the context of the compliance proceeding, that the Board cannot examine the substance of the agency’s decision not to grant the appellant a security clearance, but it can determine whether the agency has failed to return the appellant to duty in good faith), aff’d, 167 F. App’x 191 (Fed. Cir. 2006).8 In the absence of any legal authority that would permit us to examine or otherwise review the reasons for the agency’s decision to suspend the appellant’s security clearance, we affirm the compliance initial decision in this regard. We affirm the administrative judge’s finding that the appellant was entitled to back pay from July 14, 2016, until December 17, 2018, because he had a Top Secret security clearance from DoDCAF during this time frame. The administrative judge determined that beginning July 14, 2016, the agency’s stated reason for denying the appellant back pay (his lack of a security clearance) no longer applied because DoDCAF determined that he was again eligible for a Top Secret security clearance. CID at 10; CF, Tab 4 at 29. He 7 We use the terms “security clearance” and “access to classified information” interchangeably. 8 This appeal is an earlier Board decision involving the same Ms. King and agency action discussed above. 12 further found that, pursuant to 50 U.S.C. § 3341(d),9 the agency was obligated to accept DoDCAF’s completed security clearance background determination. CID at 10. Thus, the agency was obligated to pay the appellant back pay and all attendant benefits (health benefits, life insurance, Thrift Savings Plan, retirement credit, and leave accrual) less his interim employment earnings from the U.S. Marine Corps.10 Id. The agency challenges the administrative judge’s findings in this regard. CPFR File, Tab 1 at 6-11. In particular, the agency does not claim that it was error for the administrative judge to discuss or rely upon 50 U.S.C. § 3341(d) in making his decision; rather, it asserts that the administrative judge misinterpreted section 3341(d). Id. at 4, 6-11. For example, the agency correctly notes on review that the reciprocity provision is not absolute. Id. at 9. Indeed, 50 U.S.C. § 3341(d)(5) states that “reciprocal recognition of an individual security clearance by an agency under this section on a case-by-case basis [may be disallowed] if the head of the entity selected pursuant to subsection (b) determines that such action is necessary for national security purposes.”11 The agency references an “oversight agency” on 9 The statute at 50 U.S.C. § 3341(d)(1) states that “[a]ll security clearance background investigations and determinations completed by an authorized investigative agency or authorized adjudicative agency shall be accepted by all agencies .” 50 U.S.C. § 3341(d)(1) (emphasis added). 10 The administrative judge noted that the appellant had a Top Secret security clearance with the Department of Defense from September 13, 2012, until July 29, 2015, but he did not find that the agency was obligated to accept it for purposes of granting the appellant back pay because the evidence of record indicates that, during this time, neither the Department of Defense nor the agency had any awareness of their conflicting positions on whether the appellant should have such a clearance. CID at 10 n.8; see CF, Tab 4 at 18. The appellant does not appear to challenge the administrative judge’s rationale in this regard on review. 11 The statute at 50 U.S.C. § 3341(b)(1), (4) states, in pertinent part, that “the President shall select a single department, agency, or element of the executive branch to be responsible for,” among other things, “directing day-to-day oversight of investigations and adjudications for personnel security clearances, including for highly sensitive programs, throughout the United States Government [and] ensuring reciprocal recognition of access to classified information among the agencies of the United States Government, including acting as the final authority to arbitrate and resolve disputes 13 review, CPFR File, Tab 1 at 9, but it does not identify that agency or its head, nor does it otherwise submit any evidence that reciprocal recognition was disallowed at any time before the removal action was canceled and the appellant was returned to duty on December 17, 2018. We have considered the agency’s other arguments on review, but none warrant a different outcome. For example, in support of its contention that it was not obligated to accept DoDCAF’s security clearance determination pursuant to the reciprocity provision in 50 U.S.C. § 3341(d)(1), the agency asserts that DoDCAF should have been obligated to accept its own October 7, 2011 determination to suspend the appellant’s Top Secret security clearance. CPFR File, Tab 1 at 7. In response, the appellant asserts that reciprocity should not be given to the agency’s October 7, 2011 suspension of his security clearance because it was “neither an investigation nor a determination” and the agency’s decision was not final. CPFR File, Tab 3 at 12. We need not resolve whether the October 7, 2011 suspension of his security clearance constituted a background investigation or an access determination because the statute specifically contemplates reciprocity for all completed security clearance background investigations or determinations. 50 U.S.C. § 3341(d)(1). The agency’s October 7, 2011 decision to suspend the appellant’s security clearance stated that “[t]his entire matter will be closely reviewed before a final determination is made.” CF, Tab 1 at 19. By its own terms, the agency’s decision to suspend his security clearance was not final or completed; therefore, it was not entitled to reciprocity under 50 U.S.C. § 3341(d)(1). The agency also asserts that 50 U.S.C. § 3341(d)(4) prohibits an authorized investigative or adjudicative agency from conducting an investigation “for purposes of determining whether to grant a security clearance to an individual where a current investigation or clearance of equal level already exists or has involving the reciprocity of security clearances and access to highly sensitive programs pursuant to subsection (d).” 14 been granted by another authorized adjudicative agency.” CPFR File, Tab 1 at 7. The agency asserts that, when DoDCAF conducted its investigation, the appellant maintained a suspended Top Secret security clearance. Id. The appellant responds that DoDCAF did not conduct an investigation; rather, DoDCAF adjudicated the appellant’s security clearance eligibility based on information that it received from the agency. CPFR File, Tab 3 at 12. We are not persuaded by the agency’s argument. First, it is not clear that DoDCAF conducted an “investigation for purposes of determining whether to grant a security clearance” because the basis of its decision was the agency’s 2009 Single Scope Background Investigation.12 CF, Tab 4 at 29. Second, at the time DoDCAF issued its determination, the appellant’s Top Secret security clearance from the agency had been suspended, so a “clearance of equal level” did not exist. The agency also argues that the administrative judge failed to consider Executive Order 12,968, 60 Fed. Reg. 40245 (Aug. 2, 1995), which is cited in 50 U.S.C. § 3341. CPFR File, Tab 1 at 8. In pertinent part, the agency contends that, in December 2018, it did not grant reciprocity to DoDCAF’s determination because it “possessed substantial information that [the appellant] might not satisfy the standards set forth in § 3.1 of [Executive Order 12,968].”13 CPFR File, Tab 1 at 11. The agency’s December 31, 2018 decision to revoke the appellant’s Top Secret security clearance referenced and quoted from the Executive Order in this regard, and it concluded that the appellant’s “retention of access to national security information would constitute an unacceptable risk to national security.” 12 The Single Scope Background Investigation is not in the record. 13 Section 3.1(b) of Executive Order 12,968 provides that “eligibility for access to classified information shall be granted only to employees . . . whose personal and professional history affirmatively indicates loyalty to the United States, strength of character, trustworthiness, honesty, reliability, discretion, and sound judgment.” It notes that a determination of eligibility for access to such information “is a discretionary security decision” and should be “consistent with national security interests.” 15 CF, Tab 1 at 22-23. However, the agency’s subsequent decision to revoke the appellant’s security clearance is immaterial to our assessment of the agency’s compliance with the Board’s final decision that ordered it to cancel the removal and award him back pay and benefits as appropriate.14 Finally, in its reply brief, the agency argues that, by ordering it to give reciprocity to DoDCAF’s access determination and to pay back pay and benefits to the appellant during this time period, the administrative judge has essentially required it to reinstate the appellant’s Top Secret Security clearance, which cannot be reconciled with Egan. CPFR File, Tab 4 at 6-7. We disagree. The Board is not making any judgments as to the merits of any security clearance determination that would be inconsistent with Egan. We merely reject the agency’s argument that the appellant was not entitled to back pay due to the absence of a security clearance during a period in which the record shows he possessed such a clearance. In conclusion, we affirm the administrative judge’s finding that the appellant is entitled to back pay and other benefits from July 14, 2016, to December 17, 2018. 14 We do not take a position on whether the agency’s December 31, 2018 decision to revoke the appellant’s security clearance comports with 50 U.S.C. § 3341(d)(5). In this regard, we note that section 2.4 of Executive Order 12,968 states, in pertinent part, that “[e]xcept when an agency has substantial information indicating that an employee may not satisfy the standards in section 3.1, . . . background investigations and eligibility determinations conducted under this order shall be mutually and reciprocally accepted by all agencies.” In contrast to 50 U.S.C. § 3341(d)(5), which states that the “head of the entity selected pursuant to subsection (b) may disallow” reciprocal recognition of an individual’s security clearance “for national security purposes,” section 2.4 does not identify any individual(s) who are authorized to make that determination. Although we need not resolve this conflict to address the issues raised in this compliance matter, we are unaware of any case law holding that an Executive Order takes precedence over a statute. 16 We vacate the administrative judge’s analysis of the appellant’s return to duty; instead, we find that the agency is not in compliance with the Board’s final decision during the time frame of December 18 through 30, 2018. As noted above, in January 2019, the agency proposed a new removal action, and the appellant requested to retire, effective April 25, 2019. CID at 5. In the compliance initial decision, the administrative judge found that following the agency’s revocation of the appellant’s security clearance on December 31, 2018, the lack of a current security clearance “constitutes a strong, overriding interest for [the agency] not returning [the appellant] to his former position.” CID at 11. The administrative judge also found that the agency’s placement of the appellant on paid administrative leave, effective January 1, 2019, pending a decision on the proposed removal or his retirement application would constitute compliance with the Board’s order to return him to duty, particularly in light of the appellant’s request to use leave pending a decision on his retirement.15 CID at 11. On review, the agency contends that the administrative judge’s order regarding paid administrative leave conflicts with 5 C.F.R. § 550.805(c), Board precedent, and the administrative judge’s earlier finding, i.e., that the appellant was not entitled to back pay, interest, and benefits when he was not available to perform his duties due to the suspension of his Top Secret security clearance. CPFR File, Tab 1 at 12-13. In his response, the appellant contends that the back pay award only governs the time frame up until the agency canceled the removal action in December 2018. CPFR File, Tab 3 at 17 (citing 5 U.S.C. § 5596(b)(1)(A), which states that the Back Pay Act applies to the time period “for which the personnel action was in effect”). The appellant contends that, until the agency makes a decision on the proposed removal, his pay and benefits are governed by the Board’s final decision. Id. We agree with the appellant that the Back Pay Act is not applicable following the cancellation of the removal. 15 The record does not contain any information regarding whether the agency issued a decision on the proposed removal or whether the appellant retired. 17 Although it is generally true that the lack of a security clearance is a “strong overriding interest” to not return an employee to his position, Labatte, 58 M.S.P.R. at 594, the appellant still had a Top Secret security clearance from DoDCAF on December 17, 2018, when the agency canceled the removal and returned him to duty, and the agency did not take any action to revoke his Top Secret security clearance until December 31, 2018, CF, Tab 1 at 21-23. Therefore, during the time frame of December 18 through 30, 2018, the agency’s obligation was to return the appellant to the status quo ante, which included returning him to duty with pay. It did not do so. See CF, Tab 1 at 24 (“[B]ecause a Top Secret security clearance is a necessary prerequisite for all [agency] employment and [the appellant’s] clearance remained suspended, [he was] not returned to a pay status.”), Tab 4 at 17 (stating in a March 5, 2019 declaration made under penalty of perjury that the appellant was in a “non-pay, non-duty status”). Therefore, the agency is not in compliance with the Board’s final decision. We need not decide in the context of this compliance matter whether the agency’s subsequent actions, beginning with its December 31, 2018 decision to revoke the appellant’s Top Secret security clearance, were proper. See, e.g., Mattern v. Department of the Treasury , 87 M.S.P.R. 352, ¶ 6 (2000) (noting that the scope of the Board’s enforcement authority generally extends only to the action appealed), rev’d on other grounds, 88 M.S.P.R. 65 (2001), aff’d, 291 F.3d 1366 (Fed. Cir. 2002). The agency’s apparent decision to maintain the appellant in an unpaid status following the revocation of his security clearance and the notice of proposed removal appear to constitute a suspension for more than 14 days that would be appealable to the Board pursuant to 5 U.S.C. §§ 7512(2), 7513.16 The appellant has not filed a chapter 75 suspension appeal, presumably 16 Under ordinary circumstances, an employee whose removal has been proposed “will remain in a [paid] duty status in his . . . regular position during the advance notice period.” 5 C.F.R. § 752.404(b)(3); see Gonzalez v. Department of Homeland Security , 114 M.S.P.R. 318, ¶ 16 (2010). 18 because this time frame was being adjudicated in this compliance matter. However, the better course of action is to allow the appellant, if he desires, to file a chapter 75 appeal on the suspension or the removal (if it has been effected) or both.17 See, e.g., Rothwell v. U.S. Postal Service , 68 M.S.P.R. 466, 468-69 (1995) (noting that an appellant’s claim that a second action was improper should be considered as a separate appeal of the second action, not as a petition for enforcement of an interim relief order). Conclusion For the reasons described herein, we affirm the administrative judge’s conclusion that the appellant was not entitled to back pay from September 14, 2012, to July 13, 2016, but he was entitled to be placed in the appropriate leave category during this time frame. We also affirm the administrative judge’s conclusion that the appellant was entitled to back pay from July 14, 2016, until December 17, 2018. We vacate the administrative judge’s analysis of the appellant’s return to duty, and we find that, during the time frame of December 18 through 30, 2018, the agency is not in compliance with the Board’s final decision. Outstanding issues of compliance remain, and both parties have submitted evidence and argument on these issues under MSPB Docket No. SF-0752-13- 0032-X-1, which is currently pending in the Board’s Office of General Counsel. The appellant’s petition for enforcement will therefore be referred to the Board’s Office of General Counsel, and, depending on the nature of the submissions, an attorney with the Office of General Counsel may contact the parties to further discuss the compliance process. The parties are required to cooperate with that individual in good faith. Because the purpose of the proceeding is to obtain 17 Any subsequently filed appeal involving the agency’s actions in the 2018-2019 time frame would normally be untimely and would require the administrative judge to evaluate whether the appellant has shown good cause for the untimely filing. In evaluating good cause in any such case, the administrative judge should consider whether the appellant believed the actions taken during this time frame were covered in this compliance matter. 19 compliance, when appropriate, an Office of General Counsel attorney or paralegal may engage in ex parte communications to, among other things, better understand the evidence of compliance and/or any objections to that evidence. Thereafter, the Board will issue a final decision fully addressing the appellant’s petition for review of the compliance initial decision and setting forth his further appeal rights and the right to attorney fees, if applicable. ORDER The agency is reminded that, if it fails to provide adequate evidence of compliance, the responsible agency official and the agency’s representative may be required to appear before the Office of the General Counsel of the Merit Systems Protection Board to show cause why the Board should not impose sanctions for the agency’s noncompliance in this case. 5 C.F.R. § 1201.183(a). The Board’s authority to impose sanctions includes the authority to order that the responsible agency official “shall not be entitled to receive payment for service as an employee during any period that the order has not been complied with.” 5 U.S.C. § 1204(e)(2)(A). This order does not constitute a final order and is therefore not subject to judicial review under 5 U.S.C. § 7703(a)(1) . Upon the Board’s final resolution of the remaining issues in this petition for enforcement, a final order shall be issued which shall be subject to judicial review. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Parkinson_John_C_SF-0752-13-0032-C-1_Final_Order.pdf
2024-05-20
JOHN C. PARKINSON v. DEPARTMENT OF JUSTICE, MSPB Docket No. SF-0752-13-0032-C-1, May 20, 2024
SF-0752-13-0032-C-1
NP
1,415
https://www.mspb.gov/decisions/nonprecedential/Lewis_ArthurDC-0752-18-0856-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ARTHUR LEWIS, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER DC-0752-18-0856-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 M. Jefferson Euchler , Esquire, Virginia Beach, Virginia, for the appellant. Christopher J. Robbins and Sandra Compton Simmons , Esquire, Norfolk, Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal for misconduct. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant was a GS-11 Financial Management Analyst for the agency. Initial Appeal File (IAF), Tab 8 at 14. On August 13, 2018, the agency proposed his removal based on a charge of conduct unbecoming, supported by six specifications. IAF, Tab 9 at 55-60. The agency alleged that, between June 2017 and early 2018, the appellant engaged in repeated inappropriate behavior of a sexual nature, the majority of which was directed toward a single female colleague and consisted of unwanted touching, remarks, and solicitations. Id. at 56-57. The agency also specified that, on May 24, 2018, another female colleague witnessed the appellant expose himself in his cubicle to take pictures of his penis. Id. at 57. It appears that this latter incident precipitated the investigation that uncovered the remainder of the alleged misconduct and led the agency to propose the appellant’s removal. Id. at 140, 143. The appellant responded to the proposal both orally and in writing, addressing each of the six specifications. Id. at 2-45. After receiving the appellant’s responses, the deciding official issued a decision removing him effective September 17, 2018. IAF, Tab 8 at 14-17. The deciding official found that the charge was supported by the evidence and that removal was the appropriate penalty. Id. at 16.2 The appellant filed a Board appeal, contesting the merits of the removal and raising a due process defense based on lack of specificity in the proposal notice. IAF, Tab 1, Tab 13, Tab 24 at 2-3. After a hearing, the administrative judge issued an initial decision affirming the removal. IAF, Tab 33, Initial Decision (ID). He sustained five of the six specifications, ID at 3-9, found that the agency satisfied its burden on the issues of nexus and penalty, ID at 10-11, and found that the appellant failed to prove his affirmative defense, ID at 12-13. The administrative judge acknowledged that most of the specifications did not contain precise dates and times when the incidents were supposed to have occurred, but he found that the proposal notice nevertheless contained sufficient detail to allow the appellant to make an informed reply. Id. The appellant has filed a petition for review directed solely toward his due process claim. Petition for Review (PFR) File, Tab 1 at 5-7. He has attached a transcript of the deposition taken from the coworker whom he allegedly harassed and who was the main source of information for the majority of the specifications. Id. at 10-71. The deposition, which significantly predates the close of the record below, is intended to illustrate the lack of specificity surrounding her accusations. Id. at 4-5. The agency has filed a substantive response in opposition. PFR File, Tab 3. ANALYSIS Fundamental due process requires that notice of charges against an employee be sufficiently detailed to provide a meaningful opportunity to be heard. Mason v. Department of the Navy , 70 M.S.P.R. 584, 586 (1996). In other words, when an agency proposes to discipline an employee, it must notify him of the conduct with which he is charged in sufficient detail to permit him to make an informed reply. Pope v. U.S. Postal Service , 114 F.3d 1144, 1148 (Fed. Cir. 1997).3 In this case, the appellant argues that the notice of proposed removal was not sufficiently specific regarding the times when and places where his misconduct was alleged to have occurred. The specifications read in relevant part as follows: Under Specification 1, the agency alleged that “on multiple (approximately four) occasions during the period on or around June 2017 through January 2018, you kissed [your coworker] on her cheek during work hours in work spaces, such as by the water fountain, exiting the women’s restroom or in the hallway.” IAF, Tab 9 at 56. Under Specification 2, the agency alleged that “on one Friday between June 2017 and January 2018, when [your coworker] was leaving the Payroll office, you smacked [her] buttocks with your hand.” Id. Under Specification 3, the agency alleged that “between June 2017 and January 2018, on multiple occasions, primarily while [your coworker] was passing the hallway and once when she was sitting in [your supervisor’s] office, you held a paper towel dispenser roll to your genital area implying the size of your penis,” and on one of these occasions stated, “In case you were wondering.”2 Id. Under Specification 4, the agency alleged, “in or around Fall 2017 when [your coworker] was in the payroll office, you walked by her and told her, ‘One night with me and you won’t want to be with your husband.’” Id. Under Specification 5, the agency alleged, “on 24 May 2018 while you were sitting down on your chair facing towards the walkway, you exposed your penis in full view and were taking pictures of your penis with your cellphone in your cubicle.” Id. at 57. Under Specification 6, the agency alleged, “in early winter of 2017, you went to [your coworker’s] office while she was working alone, you walked behind [your coworker] who was sitting in her chair, and you placed both of your arms around her. Your face was touching her cheek and you whispered in her ear, ‘I noticed your leave was low and I am known for padding people’s leave for “special favors.”’” She rebuffed you. “You kissed her cheek on your way out and told her, ‘Let me know if you change your mind.’” Id. at 58. Accompanying 2 The administrative judge did not sustain Specification 3. ID at 6.4 the notice of proposed removal were the interview statements from which the allegations were drawn. Id. at 55, 148-49, 156-58. Having reviewed each specification in detail, we disagree with the appellant that the notice of proposed removal lacked specificity regarding the places where his alleged misconduct occurred. Each specification is clear that it pertains to misconduct that occurred in the workplace and refers to particular areas of the office, such as “by the water fountain,” “in the hallway,” and in the coworker’s office. Id. at 56-57. However, we agree with the appellant that the notice was, for the most part, not specific with regard to times and dates. Most of the specifications refer to a range of dates or general time periods such as “between June 2017 and January 2018,” “early winter of 2017,” and “one Friday between June 2017 and January 2018.” Id. We have therefore carefully reviewed the precedent that the appellant cites in support of his due process argument. Most notably, in Mason, 70 M.S.P.R. at 588, the Board reversed the appellant’s suspension on due process grounds because the proposal letter did not specify the dates during which the misconduct was alleged to have occurred. In particular, the agency alleged that the appellant made racist remarks in front of contractors on three occasions but apparently failed to allege even approximate dates or locations for these events. The appellant requested this information during discovery but the agency represented that it was not in possession of it. Id. at 587. For the first time at the Board hearing, the appellant learned from the contract employees’ testimony that the incidents were alleged to have occurred 3 or 4 years prior. Id. at 588. The Board concluded as follows: The lack of specificity in the agency’s notice thus clearly caused the appellant surprise at the hearing and affected him detrimentally because he could not obtain any information regarding the time and location of the charged misconduct until the agency’s witnesses offered details on those matters at the hearing. As the appellant rightly complains, . . . receipt of more specific information about the time and location of the alleged incidents would perhaps have5 allowed him to determine whether he was working on the dates in question and whether there were any other individuals who might have heard the remarks attributed to him. Without that specific information, the appellant had no alternative but to present a very general defense through his witnesses, a defense which the administrative judge rejected as insufficient to rebut the testimony of the agency’s witnesses. Id. This case presents a similar situation to the extent that the appellant here would have been unable to rebut the agency’s allegations by, for example, showing that he was on leave on a particular day. Nevertheless, we decline to interpret Mason so broadly as to impose a due process requirement that agencies in all cases affix a specific date to alleged misconduct. This is particularly so in cases like this one, where the agency itself lacked sufficient information to narrow down the occurrences to specific dates. A blanket rule imposing such a requirement could effectively prevent agencies from disciplining employees when it is unclear exactly when their misconduct occurred, and we do not think that this would be a desirable outcome. In any event, we find that Mason is factually distinguishable from the instant appeal in three ways. First, the agency in this case did at least provide an approximate range of dates (up to about 6 months) for each specification, whereas the agency in Mason did not even notify the appellant of the year when he was alleged to have committed his misconduct. Id.; IAF, Tab 9 at 56-57. Second, the agency in this case offered the appellant all of the information in its possession concerning dates for the specifications, whereas the agency in Mason withheld such information even though it could have supplied it. Mason, 70 M.S.P.R. at 587; IAF, Tab 9 at 56-57. Third, the agency in Mason surprised the appellant at the hearing by eliciting testimony about the precise dates of the alleged misconduct, whereas there was no such surprise in the instant appeal. Mason, 70 M.S.P.R. at 587 -88 (“In analyzing a claim of denial of due process, the Board will examine, among other things, whether lack of specificity in the notice6 affected the appellant detrimentally or caused him any surprise during the hearing.”); Hearing Recording at 1:34:00 (the appellant’s closing argument). Looking at this issue more broadly, we do not think that any lack of specificity in the notice of proposed removal deprived the appellant of a meaningful opportunity to respond, which he did in detail to each of the six specifications, thus indicating that he understood what he was being charged with. ID at 12-13; IAF, Tab 9 at 6-8, 43-44; see Lockett v. U.S. Marine Corps , 37 M.S.P.R. 427, 430 (1988). The Board has found that a mistake in the proposal notice regarding the date of the misconduct did not constitute a due process violation where the charged misconduct was otherwise clearly identified. Hayes v. Department of the Navy , 15 M.S.P.R. 378, 379-80 (1983). In sum, although a more specific proposal notice may have offered the appellant additional bases to challenge the proposal, due process did not require any greater specificity under the facts of this case. The proposal notice disclosed all of the known facts with respect to time and place, and it was otherwise sufficient to put the appellant on notice of the reasons for his removal. We find that the administrative judge made no error in analyzing the appellant’s due process defense. The appellant has not challenged the administrative judge’s findings on the agency’s case in chief, and we find no reason to disturb them. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The8 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file9 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 11 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Lewis_ArthurDC-0752-18-0856-I-1__Final_Order.pdf
2024-05-20
ARTHUR LEWIS v. DEPARTMENT OF THE NAVY, MSPB Docket No. DC-0752-18-0856-I-1, May 20, 2024
DC-0752-18-0856-I-1
NP
1,416
https://www.mspb.gov/decisions/nonprecedential/Salyer_Karen_B_AT-0752-17-0635-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KAREN BETH SALYER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-0752-17-0635-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Martin Jefferson Euchler , Esquire, Virginia Beach, Virginia, for the appellant. Kathleen Pohlid , Esquire, and Lois F. Prince , Esquire, Nashville, Tennessee, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained her removal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The undisputed facts as set forth in the initial decision are as follows: The appellant was formerly employed by the agency as a GS-14, Medical Administrative Officer, Chief of the Business Office, at the James H. Quillen VA Medical Center. Initial Appeal File (IAF), Tab 69, Initial Decision (ID) at 1-2. On May 12, 2017, the agency proposed the appellant’s removal based on 9 charges: (1) conduct unbecoming a VA Service Chief (16 specifications); (2) privacy violation (2 specifications); (3) failure to observe the opening hours established for her tour of duty; (4) failure to adhere to established luncheon period; (5) unauthorized absence (10 specifications); (6) failure to follow proper leave request procedures (12 specifications); (7) careless or negligent performance of duties; (8) failure to follow policy; and (9) failure to follow instructions. Id. at 3-4. After affording the appellant an opportunity to respond, the agency issued a decision, removing her, effective July 11, 2017. Id. The appellant filed a Board appeal, disputing the charges and raising affirmative defenses of due process violations, sex discrimination, and whistleblower reprisal. IAF, Tab 1 at 4, Tab 23 at 5-7, Tab 33 at 6. After2 holding the appellant’s requested hearing, the administrative judge issued an initial decision sustaining her removal. ID at 1-2. The administrative judge found that the agency proved five of its nine charges, that there was a nexus between such charges and the efficiency of the service, and that the penalty of removal was reasonable. ID at 1-69, 85-87. He further found that the appellant failed to prove any of her affirmative defenses.2 ID at 69-84. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has opposed the appellant’s petition. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge did not abuse his discretion in denying the appellant’s motion for sanctions. On review, the appellant argues that the administrative judge erred in failing to impose additional sanctions as a result of the agency’s failure to produce certain documents during discovery. PFR File, Tab 1 at 7-11. During the course of the hearing,3 on January 4, 2018, the agency notified the appellant that it had received electronic documents. IAF, Tab 60 at 10. Agency counsel notified the appellant via email that she had not had time to review the documents, and did not anticipate that they would be responsive to the appellant’s discovery requests, but that she reserved the right to introduce any documents for rebuttal or impeachment purposes. Id. The appellant responded by informing the agency that she would object to the use of any documentation that was not previously submitted in accordance with the administrative judge’s orders. Id. The appellant did not request that the agency produce the documents or supplement its discovery responses, nor did she move to compel the agency to do so. During the remainder of the hearing, the agency attempted to use some of the 2 On review, the appellant does not challenge the administrative judge's findings as to her sex discrimination and whistleblower reprisal claims, and we see no reason to disturb them. 3 The hearing was conducted in person from December 5-8, 2017, and via video conference from February 6-8, 2018. ID at 1.3 documents during its examination of the appellant’s witnesses, but the administrative judge denied the use of such documents as a sanction. ID at 3-4 n.2. After the hearing concluded, the appellant filed a motion for sanctions on February 26, 2018. IAF, Tab 60. The administrative judge denied the appellant’s motion, finding that the agency had represented that the documents located during its electronic search were not responsive to the appellant’s discovery requests and noting that he had already imposed a sanction upon the agency by denying the agency’s use of any such documents during the hearing. ID at 3 n.2. Under these circumstances, we find that the administrative judge did not abuse his discretion in declining to impose additional sanctions. See, e.g., Armstrong v. Department of Justice, 107 M.S.P.R. 375, ¶ 25 (2007) (stating that the Board will not reverse an administrative judge’s rulings regarding sanctions absent a showing of an abuse of discretion), overruled on other grounds by Edwards v. Department of Labor, 2022 MSPB 9. The agency’s specifications in support of its conduct unbecoming charge were sufficiently detailed to satisfy the appellant’s due process rights. On review, the appellant reiterates her argument below that many of the specifications in support of the agency’s conduct unbecoming charge were too vague to provide proper notice to her because they did not specify the dates or locations of the alleged misconduct. PFR File, Tab 1 at 11-18. In support of her argument, she cites Mason v. Department of the Navy , 70 M.S.P.R. 584 (1996). Id. at 11. In Mason, the agency charged the appellant with making racial slurs, but did not indicate when or where he allegedly did so. Mason, 70 M.S.P.R. at 586-88. Despite requesting such information during discovery, the employee did not learn until the hearing, when agency witnesses testified regarding the alleged remarks, that those remarks were alleged to have been made 3 to 4 years earlier. Id. at 587. Under those circumstances, the Board found that the agency’s failure to provide the appellant with adequately detailed notice of his alleged4 misconduct prior to the hearing prejudiced his ability to mount a meaningful defense and denied him due process. Id. at 588. We find the proposal notice here to be more specific than that in Mason to the extent it describes the general time period when the misconduct occurred as between December 27, 2015, and May 12, 2017. IAF, Tab 6 at 4-10. In addition, more detailed information was available to the appellant in the form of statements from employees obtained during the course of the agency’s investigation that described the appellant’s behavior on a daily basis and how it personally affected them or others. IAF, Tabs 6-9. Further, greater specificity was not possible given the nature of the charges, which alleged a pattern of conduct over time, rather than particular incidents. See, e.g., Lewis v. Department of Agriculture , 268 F. App’x 952, 958-59 (Fed. Cir. 2008).4 Under these circumstances, we find that the appellant was not denied due process. The administrative judge properly found that the agency proved its conduct unbecoming charge. On review, the appellant argues generally that the agency’s charges are frivolous, her conduct was not improper or very serious and did not rise to the level of misconduct, and nobody complained contemporaneously about her behavior. As set forth below, her arguments, which generally amount to a restatement of her arguments in her closing brief are unpersuasive and fail to establish any error in the administrative judge’s findings. Further, to the extent the appellant has not identified any specific error in the administrative judge’s analysis concerning the agency’s proof of its charges, the Board will not embark upon a complete review of the record. See Baney v. Department of Justice , 109 M.S.P.R. 242, ¶ 7 (2008); Tines v. Department of the Air Force , 56 M.S.P.R. 90, 92 (1992). 4 The Board may rely on unpublished decisions of the U.S. Court of Appeals for the Federal Circuit if it finds the court’s reasoning persuasive, as we do here. See Mauldin v. U.S. Postal Service , 115 M.S.P.R. 513, ¶ 12 (2011).5 Many of the appellant’s arguments on review constitute mere disagreement with the administrative judge’s findings and do not provide a basis for reversal. See Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-106 (1997) (stating that the Board will give due deference to the credibility findings of the administrative judge and will not grant a petition for review based on a party’s mere disagreement with those findings); Broughton v. Department of Health & Human Services, 33 M.S.P.R. 357, 359 (1987) (same). Regarding specification 1, the appellant argues that her conduct did not amount to misconduct because she was permitted to raise her voice to make a point or express frustration. PFR File, Tab 1 at 15. She further argues that her actions were not directed at anyone else and she was not trying to achieve some improper purpose. Id. However, we agree with the administrative judge that the appellant’s conduct in yelling at employees on a regular and recurring basis was improper and unsuitable for a Federal employee. ID at 8-11. Regarding specification 2, the appellant disputes that she made disparaging comments and asserts that employees did not complain about any comments contemporaneously. PFR File, Tab 1 at 16. Such an argument amounts to mere disagreement with the administrative judge’s findings based on credibility determinations that the appellant often referred to employees as stupid or idiots, among other derogatory terms. ID at 11-14. Regarding specification 4, the appellant disputes that she kicked a subordinate employee. PFR File, Tab 1 at 17. However, the administrative judge credited the testimony of the subordinate and a human resources representative that the appellant kicked the subordinate in November 2016, and the appellant has not established any basis for the Board to reverse the administrative judge’s credibility findings. ID at 15-16. See Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) (the Board must give deference to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on the observation of the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so).6 On review, the appellant also disputes that she engaged in certain alleged incidents of misconduct described in the agency’s proposal notice that the administrative judge did not address. Nonetheless, we discern no error in the administrative judge’s analysis because an agency need not prove each factual specification in support of its charge and is only required to prove the essence of its charge. See, e.g., Hicks v. Department of the Treasury , 62 M.S.P.R. 71, 74 (1994), aff’d 48 F.3d 1235 (Fed. Cir. 1995). Regarding specification 3, the appellant argues that it was not misconduct for her to tell a supervisor that certain employees need to do their damn job because worse things are said in most workplaces every day. PFR File, Tab 1 at 16-17. The administrative judge did not make any findings concerning such a statement. Nonetheless, the appellant has not shown any error in the administrative judge’s findings that she used profanity in the workplace, ID at 11-14, which is the essence of the agency’s specification. Regarding specification 5, the appellant’s assertions on review do not dispute the administrative judge’s findings that the agency proved that she pantomimed the act of stripping off her clothes and discussed purchasing sex toys while at work. PFR File, Tab 1 at 18; ID at 16-18. Similarly, the appellant’s cursory arguments regarding specifications 12, 15, and 16 fail to identify specific errors in the administrative judge’s analysis. PFR File, Tab 1 at 27-28. The appellant’s remaining arguments also fail to provide a basis for reversal. Regarding specification 6, the appellant argues that she should not have been disciplined for her actions because the matter had been resolved months before the agency issued her the proposal notice and witnesses during one of the agency’s fact-findings confirmed that the allegation was without merit. PFR File, Tab 1 at 19. However, she cites no evidence in support of her argument. To the contrary, the record supports the administrative judge’s finding that the agency proved that the appellant made disparaging remarks about the new assistant chief of the business office because both of the agency’s fact-findings in May 2016 and May 2017 substantiated such an allegation. ID at 18-19; IAF, Tab 5 at 60, Tab 67 at 30. Regarding specification 8, the appellant argues that the administrative judge improperly analyzed the charge solely as whether she had a personal relationship with a subordinate without concluding that she favored the subordinate in any way. PFR File, Tab 1 at 23-25. We find that the administrative judge properly analyzed the charge as drafted to conclude that the agency proved that the appellant’s actions created a perception of favoritism towards the subordinate. ID at 22-28. Regarding specification 11, the appellant argues that her behavior in questioning the propriety and feasibility of an employee’s reasonable accommodation was not inappropriate given the context in which her statements occurred. PFR File, Tab 1 at 26-27. The administrative judge, however, acknowledged that the seriousness of the appellant’s misconduct in this specification was mitigated by the context in which her statements were made in her office to her assistant chief. ID at 35. Nonetheless, he found that her comments were derisive and could have been interpreted as antagonistic to the agency’s policy of reasonable accommodation. Id. In specification 7, the agency alleged that the appellant behaved in a manner that could have been perceived as attempting to interfere with employees’ rights to file a grievance or complaint. IAF, Tab 6 at 6. Among numerous other alleged incidents, the agency alleged that, during a meeting with subordinate employees on May 9, 2016, the appellant stated that she did not like when people went to the union or filed equal employment opportunity complaints and employees who did so were committing career suicide. Id. On review, the appellant argues that this incident was investigated in an earlier May 2016 fact-finding and that the administrative judge failed to recognize that the witnesses on whose testimony he relied had previously, during the May 2016 fact-finding, denied that the incident occurred. PFR File, Tab 1 at 20. However, we find that the administrative judge properly weighed the evidence, including acknowledging inconsistencies in some of the witnesses’ statements and8 testimony over time.5 ID at 20-22. Regarding specification 10, the appellant asserts that it is plausible that she was late for executive leadership team meetings, but she argues that there is no basis to sustain the charge because none of the managers raised concerns or indicated that it was problematic. PFR File, Tab 1 at 25-26. Such arguments pertain to the reasonableness of the penalty, which is different from whether the agency has proven its charge. See, e.g., Shibuya v. Department of Agriculture , 119 M.S.P.R. 537, ¶ 12 (2013). Finally, regarding specification 13, the appellant argues that her inaccurate notification to her supervisor that she had rescheduled an employee award ceremony was at most an honest mistake. PFR File, Tab 1 at 28. Such an argument similarly pertains to the reasonableness of the penalty and does not establish any error in the administrative judge’s finding that the agency proved its charge. Accordingly, the administrative judge properly found that the agency proved its conduct unbecoming charge.6 The administrative judge properly found that the penalty of removal was reasonable. When the agency proves fewer than all of its charges, the Board may not independently determine a reasonable penalty. Tisdell v. Department of the Air Force, 94 M.S.P.R. 44, ¶ 16 (2003). Rather, the Board may mitigate to the maximum reasonable penalty so long as the agency has not indicated either in its 5 Because we find that the administrative judge properly sustained specification 7 based on the May 9, 2016 incident, we need not address the appellant’s arguments concerning the additional alleged incidents set forth in paragraphs (b)-(g) of specification 7 of the agency’s proposal notice. IAF, Tab 6 at 6-7; PFR File, Tab 1 at 20-23; see Hicks v. Department of the Treasury , 62 M.S.P.R. 71, 74 (1994), aff’d 48 F.3d 1235 (Fed. Cir. 1995). 6 We do not address the appellant’s arguments on review concerning the additional sustained charges of privacy violation, unauthorized absence, failure to follow leave request procedures, and failure to follow instructions because, as set forth below, we find that the penalty of removal is reasonable based on the conduct unbecoming charge alone. PFR File, Tab 1 at 29-32; see, e.g., Alvarado v. Department of the Air Force , 103 M.S.P.R. 1, ¶ 41 (2006); Gaines v. Department of the Air Force , 94 M.S.P.R. 527, ¶ 6 (2003); Luciano v. Department of the Treasury , 88 M.S.P.R. 335, ¶ 10 (2001), aff’d, 30 F. App’x. 973 (Fed. Cir. 2002).9 final decision or during proceedings before the Board that it desires that a lesser penalty be imposed on fewer charges. Lachance v. Devall , 178 F.3d 1246, 1260 (Fed. Cir. 1999). The Board may impose the same penalty imposed by the agency based on a justification of that penalty as the maximum reasonable penalty after balancing the mitigating factors. Tisdell, 94 M.S.P.R. 44, ¶ 16. The Board’s function with regard to its review of an agency’s penalty selection is not to displace management’s responsibility but to determine whether management exercised its judgment within the tolerable limits of reasonableness. Gray v. U.S. Postal Service, 97 M.S.P.R. 617, ¶ 11 (2004). Here, the administrative judge found several of the sustained specifications in support of the agency’s conduct unbecoming charge to be serious. ID at 87. He noted that, as a supervisor, the appellant’s misconduct in yelling at and making disparaging comments about employees, discouraging employees from exercising their rights to complain, and creating a perception of favoritism toward another employee raised legitimate concerns about the appellant’s ability to perform the duties of a service chief in a professional manner. Id. He further recognized that the appellant had not acknowledged her misconduct in any way or expressed remorse for her actions. Id. at 86-87. Finally, he noted that that the appellant had previously received a 5-day suspension for giving the appearance of improper preference in the hiring of her son. Id. at 86. We agree with the administrative judge that the appellant’s misconduct in support of the conduct unbecoming charge was serious and find that the conduct unbecoming charge alone warranted removal, notwithstanding the appellant’s lengthy 24-year career with the agency.7 See, e.g., Wilson v. Department of 7 In analyzing the reasonableness of the penalty, the administrative judge noted that, although he had sustained the charges of unauthorized absence and failure to follow leave request procedures, the appellant’s attendance-related misconduct was not particularly egregious. ID at 86. In particular, he acknowledged that the appellant’s misconduct amounted to her taking a long lunch and reporting late on several occasions, but that there was unrebutted evidence that the appellant regularly worked on the weekends and beyond her tour of duty without additional compensation. Id. In his penalty analysis, the administrative judge did not discuss the other sustained charges of10 Justice, 68 M.S.P.R. 303, 310 (1995) (noting that disrespectful conduct is unacceptable and not conducive to a stable working atmosphere; an agency therefore is entitled to expect employees to comport themselves in conformance with accepted standards). Accordingly, we find that the administrative judge properly found that the penalty of removal was reasonable. See, e.g., Holland v. Department of Defense , 83 M.S.P.R. 317, ¶¶ 10-12 (1999) (sustaining a removal for rude and discourteous behavior); Wilson, 68 M.S.P.R. at 309-10 (sustaining a removal for disrespectful conduct and the use of insulting and abusive language); Peters v. Federal Deposit Insurance Corporation , 23 M.S.P.R. 526, 529 (1984) (sustaining a removal for discourteous and unprofessional conduct), aff’d, 770 F.2d 182 (Fed. Cir. 1985) (Table). NOTICE OF APPEAL RIGHTS8 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions privacy violation or failure to follow instructions. 8 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions to provide a comprehensive summary of all available review options. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 11 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain12 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 13 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction. The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 14 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.15
Salyer_Karen_B_AT-0752-17-0635-I-1__Final_Order.pdf
2024-05-20
KAREN BETH SALYER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-0752-17-0635-I-1, May 20, 2024
AT-0752-17-0635-I-1
NP
1,417
https://www.mspb.gov/decisions/nonprecedential/Davis_LisaSF-1221-19-0725-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LISA DAVIS, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-1221-19-0725-W-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Steven E. Brown , Esquire, Westlake Village, California, for the appellant. Maya Soloway , Esquire, Los Angeles, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal as untimely filed. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative 1A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant challenges the administrative judge’s findings that her IRA appeal was untimely filed and that she did not establish grounds for equitable tolling. Petition for Review (PFR) File, Tab 1 at 6-10; Initial Appeal File (IAF), Tab 12, Initial Decision (ID) at 3-8. Specifically, she raises the following arguments: the administrative judge improperly accepted email as an effective method for the Office of Special Counsel (OSC) to serve her with its close-out letter; he wrongly concluded that she received OSC’s close-out letter on the date that OSC emailed the letter to her, as opposed to the date that she actually read OSC’s email; he failed to consider the relevant factual circumstances, as detailed in her declaration, explaining why she did not check her personal email account during the relevant time period and demonstrating that she diligently pursued her appeal rights; and he failed to hold a timeliness hearing to resolve the factual dispute regarding when she received OSC’s close-out letter. PFR File, Tab 1 at 7-10; IAF, Tab 8 at 19-32 (the appellant’s declaration made under penalty of perjury). After considering the appellant’s arguments on review, including her references to her declaration, we discern no reason to disturb the initial decision. Moreover, because the administrative judge accepted as true the appellant’s assertion that she did not actually see OSC’s close-out letter until more than2 2 months after OSC emailed it to her, we discern no error in the administrative judge’s failure to hold a timeliness hearing. ID at 3-5; see Nelson v. U.S. Postal Service, 88 M.S.P.R. 331, ¶ 5 (2001) (observing that, if an appellant can establish a factual dispute as to whether she timely filed her appeal and she requested a hearing, she is entitled to a timeliness hearing). Accordingly, we affirm the initial decision dismissing this IRA appeal as untimely filed. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file4 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 5 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Davis_LisaSF-1221-19-0725-W-1__Final_Order.pdf
2024-05-20
LISA DAVIS v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-1221-19-0725-W-1, May 20, 2024
SF-1221-19-0725-W-1
NP
1,418
https://www.mspb.gov/decisions/nonprecedential/Clay_Queen_W_DC-0831-19-0160-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD QUEEN W. CLAY, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-19-0160-I-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 James R. Klimaski , Esquire, Washington, D.C., for the appellant. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the Office of Personnel Management’s (OPM’s) final decision dismissing her reconsideration request as untimely filed. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to supplement the administrative judge’s analysis regarding the appellant’s eligibility for an extension of the time limit pursuant to 5 C.F.R. § 831.109(e)(2), and to vacate the administrative judge’s finding that the appellant failed to prove that OPM abused its discretion or acted unreasonably, we AFFIRM the initial decision. BACKGROUND The appellant retired in 2016 from the District of Columbia Public Schools under the Civil Service Retirement System (CSRS). Initial Appeal File (IAF), Tab 1 at 3, 6, 14. On October 3, 2017, following the appellant’s inquiry regarding her monthly annuity amount, OPM issued an initial decision providing her with the computation of her retirement annuity. IAF, Tab 4 at 14. It informed her that, if she wished to seek reconsideration of the decision, she must do so within 30 days of the date of the letter. Id. On November 23, 2017, the appellant submitted a request for reconsideration of the decision. Id. at 18. On December 1, 2017, OPM reissued its initial decision and reminded her that she had 30 days to request reconsideration. Id. at 11. Four months later, on April 3, 2018, the appellant filed a request for reconsideration. Id. at 17. On November 1, 2018, OPM issued a final decision dismissing the appellant’s reconsideration request as untimely filed. Id. at 9-10. 2 The appellant appealed OPM’s reconsideration decision to the Board arguing the merits of her retirement annuity calculation. IAF, Tab 1 at 7-8. The administrative judge issued an order to show cause, informing the appellant that, if OPM denies an individual’s request for reconsideration on the basis of untimeliness, the Board lacks jurisdiction of the appeal unless it finds that OPM’s denial was unreasonable or an abuse of discretion. IAF, Tab 5. After holding the requested hearing via telephone, IAF, Tab 1 at 3, Tab 11, the administrative judge issued an initial decision finding that the appellant failed to show that OPM abused its discretion and affirming OPM’s reconsideration decision, IAF, Tab 12, Initial Decision (ID) at 3-4. The appellant has filed a petition for review, arguing, among other things, that her November 23, 2017 request for reconsideration was date-stamped December 1, 2017, and that OPM’s December 1, 2017 reissuance of its initial decision right did not address her November 23, 2017 request.1 Petition for Review (PFR) File, Tab 1 at 9. The agency has filed a response. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW When OPM dismisses an individual’s request for reconsideration of an initial decision as untimely, the Board has jurisdiction over an appeal regarding the timeliness determination. Kent v. Office of Personnel Management , 123 M.S.P.R. 103, ¶ 7 (2015). The Board will reverse a decision by OPM dismissing a reconsideration request on timeliness grounds only if it finds that the dismissal was unreasonable or an abuse of discretion. Id. If the Board 1 Along with her petition for review, the appellant has submitted numerous documents. Petition for Review File, Tab 1 at 12-17. Under 5 C.F.R. § 1201.115, new and material evidence may provide a basis for granting a petition for review. Because the documents the appellant submits on review are in the record below, they are not new; accordingly, they do not provide a reason for granting review. See Meier v. Department of the Interior, 3 M.S.P.R. 247, 256 (1980) (finding that evidence that is already a part of the record is not new).3 determines that OPM’s timeliness determination was unreasonable or an abuse of discretion, Board jurisdiction then attaches to the merits of the appeal. Id. Pursuant to 5 C.F.R. § 831.109(e)(1), a request for reconsideration of an OPM initial decision must be received by OPM within 30 days of the date of the initial decision. See Davis v. Office of Personnel Management , 104 M.S.P.R. 70, ¶ 7 (2006). OPM has the discretion to extend the time for filing a reconsideration request, but only when the applicant shows: (1) she was not notified of the time limit and was otherwise unaware of it; or (2) she was prevented by circumstances beyond her control from making the request within the time limit. See 5 C.F.R. § 831.109(e)(2); Azarkhish v. Office of Personnel Management , 915 F.2d 675, 677 (Fed. Cir. 1990). If the appellant fails to first show that she was not notified of the time limit and was not otherwise aware of it, or that she was prevented by circumstances beyond her control from making the request within the time limit, the issue of whether OPM was unreasonable or abused its discretion in denying her untimely request for reconsideration is not reached. Davis, 104 M.S.P.R. 70, ¶ 7. The administrative judge failed to give the appellant proper notice of her jurisdictional burden, but that failure was cured by the agency’s pleadings and the initial decision. As a preliminary matter, there is a question as to whether the appellant received explicit information on what is required to establish an appealable jurisdictional issue. See Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985). The administrative judge’s show cause order only informed the appellant that, to establish jurisdiction over the merits of her reconsideration request, she must show that OPM’s determination of untimeliness was unreasonable or an abuse of discretion. IAF, Tab 5 at 1, Tab 10 at 2. Thus, we find that the appellant did not receive sufficient Burgess notice regarding 5 C.F.R. § 831.109(e)(2) and her eligibility for an extension of time. However, a defective Burgess notice may be cured if the agency’s pleadings or the initial4 decision itself puts the appellant on notice of what she must do to establish jurisdiction. Milam v. Department of Agriculture , 99 M.S.P.R. 485, ¶ 10 (2005). Both the initial decision and OPM’s pleadings reference the elements of 5 C.F.R. § 831.109(e)(2), informing the appellant that, in order to be eligible to receive an extension of time to file a reconsideration request, she must show that she was not notified of the time limit and was otherwise unaware of it, or that she was prevented by circumstances beyond her control from making the request within the time limit. ID at 3-4; IAF, Tab 4 at 5-7. Thus, we find that the deficient Burgess notice was cured and that the appellant was on notice of her burden on jurisdiction both before and after the issuance of the initial decision, providing her with the opportunity to fully address this issue on the record. Because the appellant was on notice of these elements and had an opportunity both below and again on review to show that she was eligible for an extension of time for filing a reconsideration request, we find that her substantive rights were not prejudiced by the administrative judge’s omission in the show cause order and that the record is sufficiently developed to address the issue here. See Flores v. Department of the Army , 98 M.S.P.R. 427, ¶ 9 (2005) (finding the appellant’s substantive rights were not prejudiced by the administrative judge’s failure to provide notice of the jurisdictional requirements when the initial decision so informed the appellant but he still failed to establish jurisdiction on review). The appellant failed to show that she was not notified of the time limit or was otherwise unaware of it, or that she was prevented by circumstances beyond her control from making the reconsideration request within the time limit. In the initial decision, the administrative judge set forth the elements in 5 C.F.R. § 831.109(e)(2). ID at 3. Regarding the first element, she stated that OPM “clearly advised the appellant of the time limit for filing a reconsideration request in its letter dated December 1, 2017.” Id. Regarding the second element, she addressed the surrounding circumstances regarding the multiple requests for5 reconsideration, laying out the timeline of communication between the appellant and OPM. ID at 2-4. Without making an explicit finding on whether the appellant showed that she was eligible for an extension of time, the administrative judge found that the appellant failed to show that OPM’s dismissal of the appellant’s request for reconsideration was unreasonable or an abuse of discretion and, thus, affirmed OPM’s reconsideration decision. Id. After our review of the record, we find that the appellant has not shown, or even alleged, that circumstances existed beyond her control that prevented her from making the request within the time limit. See 5 C.F.R. § 831.109(e)(2). As previously noted, the appellant alleges on review that the December 1, 2017 reissuance of OPM’s initial decision failed to address her November 23, 2017 request for reconsideration. PFR File, Tab 1 at 9. Although the appellant’s assertion is correct, she nevertheless has not explained why she could not request reconsideration of the December 1, 2017 initial decision in a timely manner. IAF, Tab 1 at 7-8, Tab 9; PFR File, Tab 1 at 7-10. Moreover, we agree with the administrative judge that the agency provided clear notice of the time limit for filing a reconsideration request in its letter dated December 1, 2017. ID at 3; IAF, Tab 4 at 11. Accordingly, we modify the initial decision to supplement the administrative judge’s analysis of 5 C.F.R. § 831.109(e)(2) to find that the appellant failed to meet either element under the regulation, and, therefore, failed to show that she was eligible for an extension of time. Because we find that the appellant failed to meet her initial burden under 5 C.F.R. § 831.109(e)(2), we need not address whether OPM’s actions were unreasonable or an abuse of discretion. See Davis, 104 M.S.P.R. 70, ¶ 7. As such, we also modify the initial decision to vacate the administrative judge’s finding that the appellant failed to prove that OPM’s actions were unreasonable or an abuse of discretion. Accordingly, we affirm the initial decision as modified by this Nonprecedential Final Order, supplementing the administrative judge’s analysis6 of whether the appellant showed that she was eligible for an extension of time to request reconsideration, vacating the administrative judge’s finding concerning the reasonableness of OPM’s decision, and still affirming OPM’s reconsideration decision. NOTICE OF APPEAL RIGHTS2 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions to provide a comprehensive summary of all available review options. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 7 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file8 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 9 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction. The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 10 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Clay_Queen_W_DC-0831-19-0160-I-1__Final_Order.pdf
2024-05-20
QUEEN W. CLAY v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-19-0160-I-1, May 20, 2024
DC-0831-19-0160-I-1
NP
1,419
https://www.mspb.gov/decisions/nonprecedential/Keegan_Michael_J_PH-1221-15-0121-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL J. KEEGAN, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER PH-1221-15-0121-W-1 DATE: May 20, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Daniel E. Kenney , Esquire, Chevy Chase, Maryland, for the appellant. Edward C. Tompsett , Esquire, Philadelphia, Pennsylvania, for the agency. Joseph Langkamer , Esquire, Seattle, Washington, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to (1) reflect the proper analysis for determining whether a hostile work environment constitutes a personnel action under 5 U.S.C. § 2302(a)(2)(A), and (2) find that two of the appellant’s disclosures regarding the National Computing Center (NCC) and the National Support Center (NSC) were protected disclosures under 5 U.S.C. § 2302(b)(8), we AFFIRM the initial decision. BACKGROUND The appellant was an ES-0342 Associate Commissioner for the agency’s Office of Facilities and Supply Management (OFSM). Initial Appeal File (IAF), Tab 1 at 2, Tab 12 at 39. On May 21, 2013, the appellant was notified by the Deputy Regional Commissioner that he would be investigated due to equal employment opportunity (EEO) related complaints against him. IAF, Tab 18 at 21. The letter also informed him that because “[t]he [Equal Employment Opportunity Commission (EEOC)] also requires the agency, under certain circumstances, to take temporary measures to separate the parties during the investigation,” he would be detailed to the Assistant Associate Commissioner position in the agency’s Office of Central Operations. Id. On July 31, 2014, he retired from the agency. IAF, Tab 12 at 39. 2 Thereafter, the appellant filed an individual right of action (IRA) appeal with the Board in which he alleged that, in retaliation for his protected whistleblowing, the agency removed his supervisory duties, detailed him to a position with fewer responsibilities, and ultimately forced him to retire.2 IAF, Tab 1 at 143-45, Tab 6 at 15-16, Tab 88 at 13. The administrative judge found that the Board had jurisdiction over the appeal and granted a hearing on the merits of the appeal. IAF, Tab 28. Following a 4-day hearing that was conducted by video-conference, the administrative judge issued an initial decision denying the appellant’s request for corrective action. IAF, Tab 106, Initial Decision (ID). The administrative judge first found that the appellant failed to establish a prima facie case of whistleblower reprisal. In that regard, he found that the appellant raised six disclosures in both his Office of Special Counsel (OSC) complaint and his Board appeal. ID at 3. The first three disclosures concerned the agency’s decision to replace the existing NCC with a new NSC. Id. In his fourth disclosure, the appellant contended that the agency had awarded hundreds of millions of dollars in poorly developed and in some cases unneeded projects, including work being performed on the agency’s Wabash office building construction project. ID at 3, 8. In his fifth and sixth disclosures, the appellant alleged that OFSM 2 The administrative judge noted that the appellant filed his Office of Special Counsel (OSC) complaint prior to his retirement and that, in his OSC complaint, the appellant only claimed that the agency retaliated against him by subjecting him to a hostile work environment. IAF, Tab 106, Initial Decision at 2. Thus, the voluntariness of the appellant’s retirement is not at issue in this appeal. In addition, we note that the appellant’s retired status has no effect on his ability to file an IRA appeal. In Guzman v. Office of Personnel Management, 53 F. App’x 927, 929-30 (Fed. Cir. 2002), our reviewing court held that the Whistleblower Protection Act permits a former employee to bring a claim “as to disclosures made, and retaliation taken, during the period that the complainant was an employee or applicant.” The Board may follow nonprecedential decisions by the U.S. Court of Appeals for the Federal Circuit to the extent that we find them to be persuasive. Weed v. Social Security Administration, 113 M.S.P.R. 221, ¶ 11 (2010). 3 employees were not complying with the agency’s overtime and travel policies. ID at 3. The administrative judge found that the appellant failed to establish that he made disclosures (1)-(4) prior to the alleged acts of retaliation. ID at 24-26. He therefore found that these disclosures could not have been contributing factors in the agency’s alleged actions. ID at 26. In addition, the administrative judge found that disclosures (2) and (4) did not constitute protected disclosures. ID at 26-28. Regarding disclosures (5) and (6), the administrative judge found that the appellant failed to establish that these disclosures were a contributing factor in a personnel action. ID at 28-29. As to the alleged personnel actions, the administrative judge found that the appellant was raising a claim that he had been subjected to a hostile work environment. ID at 13. He found that the agency investigation into the appellant’s purported EEO violation and the appellant’s detail to a position with allegedly fewer duties may have contributed to a hostile work environment. Id. However, he determined that the appellant’s hostile work environment claim was not actionable because the appellant failed to establish contributing factor. Id. Because the administrative judge determined that the appellant did not meet his burden of proving that any of the alleged protected disclosures were a contributing factor in any of the personnel actions at issue, he found that there was no need to address whether the agency could have shown by clear and convincing evidence that it would have taken any of these actions in the absence of the alleged protected disclosures. ID at 30-31. The appellant filed a petition for review in which he alleged that the administrative judge erred in finding that he did not make protected disclosures prior to the agency’s personnel actions, failed to consider key evidence in the record, failed to make factual and credibility determinations, and did not apply the perceived whistleblower doctrine to the appeal. Petition for Review (PFR) File, Tab 7. The agency has filed a response to the appellant’s petition for4 review, PFR File, Tab 9, and the appellant has filed a reply to the agency’s response, PFR File, Tab 10. DISCUSSION OF ARGUMENTS ON REVIEW After establishing the Board’s jurisdiction in an IRA appeal, as the administrative judge found the appellant did in this case, an appellant must establish a prima facie case of whistleblower retaliation by proving by preponderant evidence that he made a protected disclosure that was a contributing factor in a personnel action taken against him.3 5 U.S.C. § 1221(e)(1); Lu v. Department of Homeland Security, 122 M.S.P.R. 335, ¶ 7 (2015). If the appellant makes out a prima facie case, then the agency is given an opportunity to prove by clear and convincing evidence that it would have taken the same personnel action in the absence of the protected disclosure. 5 U.S.C. § 1221(e)(1)-(2); Lu, 122 M.S.P.R. 335, ¶ 7. The initial decision is modified to reflect the proper analysis for a hostile work environment personnel action. As noted above, the administrative judge considered whether the appellant was subjected to a hostile work environment personnel action. The administrative judge considered the following actions when assessing the appellant’s hostile work environment claim: (1) relieving the appellant of his duties as the Associate Commissioner for OFSM on May 21, 2013, after which he was detailed to positions with few meaningful job duties and responsibilities; (2) conducting an investigation of the appellant for purportedly creating a hostile work environment for his subordinates; (3) issuing the appellant a far lower performance rating than warranted for appraisal period October 1, 2012, to May 21, 2013; and (4) having negative information about the appellant leaked by senior agency management, which resulted in him being denied a position with 3 Preponderant evidence is that degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely true than untrue. 5 C.F.R. § 1201.4(q). 5 two other Federal agencies. ID at 13-14. The administrative judge found that the appellant’s fiscal year 2012-13 performance appraisal did not rise to the level of actionable harassment because the appellant received an “Excellent” rating. ID at 30. In addition, the administrative judge found that record evidence contradicted the appellant’s claims about why he failed to secure other Federal positions. Id. The administrative judge found that, accordingly, the appellant failed to prove that the agency made negative remarks about him that led to his inability to secure employment with other agencies. Id. First, we find that, notwithstanding the characterization of the personnel actions raised by the appellant as constituting a hostile work environment claim, the matters he raised also constitute independent personnel actions under the Whistleblower Protection Act (WPA). See 5 U.S.C. § 2302(a)(2)(A). As to the appellant’s hostile work environment claim, the administrative judge correctly noted that the Board has stated that a hostile work environment itself may constitute a covered personnel action under the WPA. Savage v. Department of the Army, 122 M.S.P.R. 612, ¶ 23 (2015), overruled in part by Pridgen v. Office of Management  and Budget, 2022 MSPB 31, ¶¶ 23-25; ID at 29. The administrative judge, however, did not have the benefit of the Board’s decision in Skarada v. Department of Veterans Affairs, 2022 MSPB 17, when issuing the decision in this case. In Skarada, the Board clarified that allegations of a hostile work environment may establish a personnel action under the WPA only if they meet the statutory criteria, i.e., constitute a significant change in duties, responsibilities, or working conditions. 5 U.S.C. § 2302(a)(2)(A)(xii); Skarada, 2022 MSPB 17, ¶ 16. Although the “significant change” personnel action should be interpreted broadly to include harassment and discrimination that could have a chilling effect on whistleblowing or otherwise undermine the merit system, only agency actions that, individually or collectively, have practical and significant effects on the overall nature and quality of an employee’s working conditions,6 duties, or responsibilities will be found to constitute a personnel action covered by section 2302(a)(2)(A)(xii). Id. Thus, we modify the initial decision to reflect the proper analysis for determining whether a hostile work environment constitutes a personnel action under section 2302(a)(2)(A). However, we need not decide whether the agency actions listed above, considered either individually or collectively, constituted a hostile work environment under Skarada for the reasons set forth below. Nor do we need to address them as independent personnel actions under 5 U.S.C. § 2302(a)(2)(A). The appellant established that disclosures (1) and (3) concerning the NCC and NSC were protected. Disclosure (1) was that “[t]he case to replace the existing [NCC] was ‘overstated’ and relied too heavily on the premise that the NCC was in ‘terrible condition’ and could no longer support the agency mission.” ID at 3; IAF, Tab 88 at 5-6. Disclosure (3) was that “[r]etention of the existing NCC building was absolutely essential to house the 925 employees who must remain when the data center function was relocated.” ID at 3; IAF, Tab 88 at 5-6. A protected disclosure is a disclosure of information that an appellant reasonably believes evidences a violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8)(A); Linder v. Department of Justice, 122 M.S.P.R. 14, ¶ 12 (2014). A reasonable belief exists if a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the appellant could reasonably conclude that the actions of the Government evidence one of the categories of wrongdoing listed in section 2302(b)(8)(A). Linder, 122 M.S.P.R. 14, ¶ 12. To establish that he made a protected disclosure, the appellant need not prove that the matter disclosed actually established one of the types of wrongdoing listed under section 2302(b)(8)(A); rather, he must show that the matter disclosed was one that a7 reasonable person in his position would have believed evidenced any of the situations specified in 5 U.S.C. § 2302(b)(8). Chavez v. Department of Veterans Affairs, 120 M.S.P.R. 285, ¶ 18 (2013). Regarding disclosure (1), the appellant stated that he disclosed to agency officials that the agency had falsely reported to Congress that the NCC was in terrible condition. IAF, Tab 1 at 140. Concerning disclosure (3), the appellant stated that he also disclosed that the agency had misled Congress by stating that the NCC would be demolished when it could not be because there was no space to relocate 925 employees. Id. The administrative judge found that a person in the appellant’s position may have reached a similar conclusion after having reviewed the Congressional testimony and other information concerning the condition of the NCC and the need for the NSC. ID at 24. The administrative judge, however, found that these disclosures were not protected because the appellant did not make them prior to being subjected to the alleged acts of retaliation. ID at 24-25. However, the timing of the disclosures is relevant to the issue of whether the appellant established contributing factor with regard to these disclosures and not to whether they constitute protected disclosures. We find that these disclosures were in fact protected because the appellant had a reasonable belief that they evidenced a violation of law. See Berkowitz v. Department of the Treasury, 94 M.S.P.R. 658, ¶ 10 (2003) (finding the appellant’s statement that the agency may have misled Congress to constitute a nonfrivolous allegation of a violation of 18 U.S.C § 1001). We therefore modify the initial decision to reflect that disclosures (1) and (3) constituted protected disclosures.4 4 We discern no error in the administrative judge’s finding that disclosures (5) and (6), which concerned the appellant’s reports that some of his subordinate employees were not complying with agency policy to obtain pre-approval to work overtime and go on official travel, were protected under 5 U.S.C. § 2302(b)(8) as a disclosure of a purported violation of law, rule, or regulation. ID at 3, 27-28; IAF, Tab 88 at 5-6. In this regard, we recognize that, in 2012, Congress passed the Whistleblower Protection Enhancement Act, Pub. L. No. 112-199, 126 Stat. 1465, (WPEA) amending the WPA to, in part, reiterate that the Act protects “any disclosure” of conduct described in 5 U.S.C. § 2302(b)(8), including any such disclosure made in the normal course of an employee’s8 The administrative judge correctly found that disclosures (2) and (4) were not protected. Disclosure (2) was that “[t]he rationale and references used to justify relocating the new [NSC] (data center) 35 miles from the existing campus were very ‘broadly’ interpreted at best and not applicable at all in [the appellant’s] opinion.” ID at 3; IAF, Tab 88 at 5-6. Disclosure (4) was that “[i]n working with [the General Services Administration], [Social Security Administration (SSA)] staff and reviewing historical files, [he] had discovered that SSA has awarded hundreds of millions of dollars in poorly developed and in many cases, unneeded projects.” ID at 3; IAF, Tab 88 at 5-6. As to disclosure (2) the administrative judge found that no reasonable person in the appellant’s position would have believed that this disclosure evidenced a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. ID at 27. Accordingly, the administrative judge found duties. 5 U.S.C. § 2302(f)(2) (2013); S. Rep. No. 112-155 at 5. The Board later found that the WPEA amendments to 5 U.S.C. § 2302(f)(2) required a heightened evidentiary burden for appellants who made disclosures in the normal course of their duties. Benton-Flores  v. Department of Defense, 121 M.S.P.R. 428, ¶ 15 (2014). The Board found that such disclosures provide a basis for a (b)(8) claim only if the employee proves the agency took the personnel action “with an improper retaliatory motive.” Id. (citing S. Rep. No. 112-155, 5-6, reprinted in 2012 U.S.C.C.A.N. 589, 593-94). However, in December 2017, Congress passed and the President signed the National Defense Authorization Act for Fiscal Year 2018 (NDAA), which amended 5 U.S.C. § 2302(f)(2) to provide that the higher burden of proof applies only to disclosures “made during the normal course of duties of an employee, the principal job function of whom is to regularly investigate and disclose wrongdoing.” Pub. L. No. 115-91, § 1097(c)(1)(B)(ii), 131 Stat. 1283, 1618 (2017). While the events relevant to this appeal took place before the NDAA’s enactment, the Board has since determined that the new statutory provision applies retroactively. Salazar v. Department of Veterans Affairs, 2022 MSPB 42, ¶ 21. In this case, although the administrative judge found that the record revealed that the Deputy Commissioner for Budget, Finance, and Management instructed the appellant to rein in overtime costs in OFSM soon after beginning his position, there is nothing in the record to suggest that the appellant’s principal job function was to regularly investigate and disclose wrongdoing. ID at 2, 28. Therefore, the appellant’s disclosures were not subject to a higher burden of proof under 5 U.S.C. § 2302(f), even if they were made during the normal course of his duties. See Salazar, 2022 MSPB 42, ¶ 22.9 that the disclosure was not protected. Id. The appellant has not provided a basis for disturbing this well -reasoned finding on review. As to disclosure (4), the appellant contended that he disclosed that $14,000,000 in project change orders for construction on the agency’s Wabash Office Building was approved by a GS-14 project manager without being authorized by senior management. The appellant argued that many of these changes were not needed. The administrative judge determined that the appellant failed to prove the existence of these allegedly unauthorized change orders. ID at 27. Instead, the agency had introduced the results of an Office of Inspector General investigation which found that the project manager who ordered them did so with knowledge of his supervisor and other agency officials. ID at 27. The administrative judge concluded that no reasonable person would have found that these improvements violated a law, rule, or regulation, or constituted waste, fraud, and abuse; accordingly, he found that the appellant failed to establish that disclosure (4) was protected. ID at 27-28. The appellant again has not provided a basis for disturbing this well-reasoned finding on review. As discussed below, even if we were to find that these disclosures were protected, the administrative judge correctly found that the appellant failed to show that these disclosures, along with disclosures (1) and (3), were contributing factors in the personnel actions raised by the appellant. The appellant failed to establish that disclosures (1)-(4) were a contributing factor in a personnel action. The term “contributing factor” means any disclosure that affects an agency’s decision to threaten, propose, take, or not take a personnel action affecting the individual making the disclosure. Usharauli v. Department of Health and Human Services, 116 M.S.P.R. 383, ¶ 31 (2011). The most common way of proving the contributing factor element is the knowledge/timing test. Wadhwa v. Department of Veterans Affairs, 110 M.S.P.R. 615, ¶ 12, aff’d, 353 F. App’x 434 (Fed. Cir. 2009). Under that test, an appellant can prove the10 contributing factor element through evidence that the official taking the personnel action knew of the whistleblowing disclosure and took the personnel action within a period of time such that a reasonable person could conclude that the disclosure was a contributing factor in the personnel action. Id. To satisfy the test, the appellant need demonstrate only that the fact of, not necessarily the content of, the protected disclosure was one of the factors that tended to affect the personnel action in any way. Mastrullo v. Department of Labor, 123 M.S.P.R. 110, ¶ 18 (2015). The administrative judge found that the appellant failed to establish that he made disclosures (1)-(4) prior to the alleged acts of retaliation. ID at 24-26. Following comprehensive credibility determinations, he found that the first time the appellant raised these concerns was in a November 2013 administrative grievance. ID at 21; IAF, Tab 1 at 243-64. As previously stated, the agency notified the appellant on May 21, 2013, that he would be investigated and detailed out of his position due to EEO-related complaints against him. IAF, Tab 18 at 21. The administrative judge therefore found that the appellant failed to establish contributing factor regarding disclosures (1)-(4). ID at 26. The appellant contends on review that the administrative judge erred in finding that he did not make disclosures (1)-(4) prior to the alleged retaliatory acts. PFR File, Tab 7 at 16-24. The appellant argues that many factors undermined the administrative judge’s ability to make sound credibility determinations, including the fact that the administrative judge did not appear live but on video at the hearing and that 14 months passed between closing arguments and the issuance of the initial decision. Id. at 30-31. The appellant has failed to provide a basis for overturning the administrative judge’s well-reasoned credibility findings regarding when the appellant made disclosures (1)-(4). The Board will defer to the credibility determinations of an administrative judge when they are based, explicitly or implicitly, upon observing the demeanor of witnesses testifying at a hearing11 because the administrative judge is in the best position to observe the demeanor of the witnesses and determine which witnesses were testifying credibly. Haebe v. Department of Justice, 288 F.3d 1288, 1300-01 (Fed. Cir. 2002). Here, the administrative judge considered the testimonies of relevant agency officials and, after applying the factors set forth in Hillen v. Department of the Army, 35 M.S.P.R. 453, 458 (1987), found their testimonies to be more credible and consistent with the record than that provided by the appellant. ID at 25. The administrative judge noted that the appellant was prolific in his communications with senior management but that he did not mention his concerns with the NCC, NSC, and the Wabash construction project until November 22, 2013, when he submitted his administrative grievance. ID at 26. The appellant has failed to provide a basis for disturbing the administrative judge’s well-reasoned credibility findings. See Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 105-06 (1997) (indicting that the Board will defer to an administrative judge’s credibility findings and will not grant a petition for review based on a party’s mere disagreement with those findings). We therefore affirm the administrative judge’s finding that the appellant failed to establish that disclosures (1)-(4) were a contributing factor in a personnel action.5 See Johnson v. Department of Justice, 104 M.S.P.R. 624, ¶ 26 (2007) (determining that disclosures made after the personnel actions at issue cannot have been contributing factors in those personnel actions). The appellant failed to exhaust his perceived whistleblower claim. On review, the appellant contends that the administrative judge failed to apply the perceived whistleblower doctrine to the appeal. PFR File, Tab 7 at 29-30. The appellant contends that, even if the evidence reflects that he did 5 The appellant does not challenge on review, and we discern to reason to disturb, the administrative judge’s conclusion that the appellant failed to establish that disclosures (5) and (6) were a contributing factor in any alleged personnel action. ID at 27-29; see 5 C.F.R. § 1201.115 (stating that the Board normally will consider only issues raised in a timely filed petition or cross petition for review). 12 not make the disclosures he claims to have made, the administrative judge should have considered whether the agency perceived him to have made those disclosures. Id. at 30. To establish that the agency retaliated against him based on its perception that he was a whistleblower, the appellant must show that he exhausted his administrative remedies before OSC, that the agency perceived him as a whistleblower, and that the agency’s decision was a contributing factor in its decision to take or not take the personnel action at issue. Rumsey v. Department of Justice, 120 M.S.P.R. 259, ¶ 8 (2013). Here, the appellant has not shown that he exhausted his remedy with OSC on this issue. Thus, we find that the Board lacks jurisdiction over this claim. See El v. Department of Commerce, 123 M.S.P.R. 76, ¶ 12 (2015) (finding that the Board lacked jurisdiction over the appellant’s claim that he was perceived as a whistleblower when the appellant failed to show that he exhausted his administrative remedies regarding this claim), aff’d, 663 F. App’x 921 (Fed. Cir. 2016).6 The appellant’s remaining arguments do not provide a basis for granting review. The appellant alleges that the initial decision should be reversed because the administrative judge failed to consider relevant record evidence. PFR, Tab 7 6 Although the administrative judge did not provide the appellant with explicit notice on how to establish jurisdiction over an IRA appeal as a perceived whistleblower, the Board has held that it is not necessary for an administrative judge to provide such notice in every IRA appeal. King v. Department of the Army, 116 M.S.P.R. 689, ¶ 11 (2011). The appellant did not raise his perceived whistleblower claim in his initial appeal. IAF, Tab 1. In a hearing order, the administrative judge ordered the parties to submit prehearing submissions containing statements of all the issues. IAF, Tab 49. The appellant did not raise his perceived whistleblower claim in his prehearing submission. IAF, Tab 88. The agency argues, and the appellant does not dispute, that he raised this claim for the first time in his closing argument. PFR File, Tab 9 at 27. Under the circumstances of this case, we find that the administrative judge did not err by not providing the appellant with jurisdictional notice on his perceived whistleblower claim. See 5 C.F.R. § 1201.24(b) (an appellant may not raise a new claim or defense after the end of the conference held to define the issues in the case, except for good cause shown); cf. Buie v. Office of Personnel Management, 94 M.S.P.R. 595, ¶ 18 (2003) (finding that the appellant abandoned her age discrimination claim, when it was not listed on the prehearing conference summary and the appellant failed to object to that summary), aff’d, 386 F.3d 1127 (Fed. Cir. 2004).13 at 25-26. In particular, the appellant alleges that the administrative judge did not address a letter sent to the appellant by the Deputy Regional Commissioner advising the appellant that the investigation was closed. Id.; IAF, Tab 13 at 29. In the letter, the Deputy Regional Commissioner informed the appellant that he had reviewed the results of the investigation and concluded that the appellant “did not always conduct [himself] in a manner consistent with the leadership expectations of someone in [his] position.” IAF, Tab 13 at 29. According to the appellant, his first-line supervisor “manipulated” the Deputy Regional Commissioner’s “letter to support taking additional action against [him].” Id. at 5. The appellant argued that, accordingly, the letter supported his argument that the investigation was not truly independent. Id. The administrative judge, however, referenced the Deputy Regional Commissioner’s letter in the initial decision when discussing the investigation. ID at 17. Even if the administrative judge failed to adequately analyze the letter as the appellant asserts, the appellant has failed to show how any such alleged error prejudiced his substantive rights. See Panter v. Department of the Air Force, 22 M.S.P.R. 281, 282 (1984) (explaining that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversing an initial decision). In relevant part, the administrative judge acknowledged that the agency’s decision to investigate him “may have been [an] action[] that a reasonable person would find to be both subjectively and objectively offensive.” ID at 30. Thus, the administrative judge considered that the investigation may have constituted retaliation for the appellant’s whistleblowing but still found that the appellant failed to establish a prima facie case of whistleblower retaliation. Based on the foregoing, we find that the appellant has failed to provide a basis for disturbing the initial decision denying him corrective action in his IRA appeal.14 NOTICE OF APPEAL RIGHTS7 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 7 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.15 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board, 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any16 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s17 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.8 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 8 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 18 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Keegan_Michael_J_PH-1221-15-0121-W-1__Final_Order.pdf
2024-05-20
MICHAEL J. KEEGAN v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. PH-1221-15-0121-W-1, May 20, 2024
PH-1221-15-0121-W-1
NP
1,420
https://www.mspb.gov/decisions/nonprecedential/Elbert_Sharon_R_CH-0752-19-0447-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHARON R. ELBERT, Appellant, v. RAILROAD RETIREMENT BOARD, Agency.DOCKET NUMBER CH-0752-19-0447-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Sharon R. Elbert , Chicago, Illinois, pro se. Patrick Polk , Chicago, Illinois, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her involuntary retirement appeal for lack of jurisdiction. On petition for review, the appellant argues the merits of the agency decision to put her on a performance improvement plan, claims that the agency failed to accommodate her disability,2 and argues that her stress was not considered. On review, the appellant includes a number of Notification of Personnel Action forms identifying 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the agency positions she has held from November 1985 to her retirement, and copies of photographs of her electric wheelchair.3 Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 2 Although the appellant claimed that the agency failed to accommodate her, the administrative judge observed that the appellant had not informed the agency that the accommodations it offered were insufficient. Initial Appeal File, Tab 17, Initial Decision at 15. The appellant does not challenge this finding on review and we discern no reason to disturb it. 3 The appellant does not assert that these Notification of Personnel Action forms or photographs of her electric wheelchair were unavailable despite her due diligence before the record closed below. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (stating that under 5 C.F.R. § 1201.115, the Board will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). Nevertheless, even if we were to consider this evidence, it does not amount to a nonfrivolous allegation that a reasonable person in the appellant’s circumstances would have had no choice but to retire. Petition for Review File, Tabs 1, 4. 2 NOTICE OF APPEAL RIGHTS4 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Elbert_Sharon_R_CH-0752-19-0447-I-1__Final_Order.pdf
2024-05-17
SHARON R. ELBERT v. RAILROAD RETIREMENT BOARD, MSPB Docket No. CH-0752-19-0447-I-1, May 17, 2024
CH-0752-19-0447-I-1
NP
1,421
https://www.mspb.gov/decisions/nonprecedential/Delgado_IsmaelAT-0842-19-0330-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ISMAEL DELGADO, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0842-19-0330-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ismael Delgado , Miami, Florida, pro se. Alison Pastor , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his challenges to the February 23, 2006 reconsideration decision by the Office of Personnel Management (OPM) as barred by res judicata. On petition for review, the appellant demands that OPM pay his annuity from 2006 through present, argues that collection of a $35,000 overpayment violated Federal law, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). and claims discrimination and negligence on the part of OPM. He does not, however, challenge the administrative judge’s determination that his appeal is barred by res judicata. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Delgado_IsmaelAT-0842-19-0330-I-1__Final_Order.pdf
2024-05-17
ISMAEL DELGADO v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0842-19-0330-I-1, May 17, 2024
AT-0842-19-0330-I-1
NP
1,422
https://www.mspb.gov/decisions/nonprecedential/Cannavo_JosephNY-1221-14-0113-W-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSEPH CANNAVO, Appellant, v. GENERAL SERVICES ADMINISTRATION, Agency.DOCKET NUMBER NY-1221-14-0113-W-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jesse C. Rose , Esquire, Astoria, New York, for the appellant. Nicole Ludwig , Esquire, East Williston, New York, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which denied his request for corrective action in his individual right of action (IRA) appeal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED by this Final Order as set forth in ¶¶ 11, 13-17 below, we AFFIRM the initial decision. BACKGROUND ¶2The appellant is a supervisory GS-14 Senior Property Manager for the agency. Initial Appeal File (IAF), Tab 1 at 1, 9. On September 17, 2012, he met with his immediate supervisor to discuss the performance ratings that he had proposed for his subordinates that year. IAF, Tab 33 at 204-05; Hearing Compact Disc, September 27, 2016 (HCD 1) at 12:10 (testimony of the appellant). The appellant’s supervisor directed him to lower several of the ratings, and the appellant did so the same day. IAF, Tab 33 at 210; HCD 1 at 12:50 (testimony of the appellant). However, on November 14, 2012, the appellant again entered the agency’s rating system and, unbeknownst to his supervisor, changed some of the ratings back to what he had originally proposed. IAF, Tab 5 at 55-56; HCD 1 at 24:50 (testimony of the appellant). ¶3The following week, on November 19, 2012, the appellant’s supervisor met with him about an unrelated matter.2 She informed the appellant that an audit had 2 The administrative judge identified this meeting as taking place on November 15, 2012. IAF, Tab 55, Initial Decision at 7. We find that it is immaterial which of the two dates this meeting took place.2 revealed that one of his subordinates was failing to implement proper administrative controls for his credit card activity, and she instructed the appellant to issue this subordinate a letter of reprimand. IAF, Tab 33 at 13-15, 295. The appellant protested that his supervisor was singling out this individual for discipline even though numerous other employees had engaged in the same misconduct. Id. at 295. The appellant’s supervisor replied that the appellant was not to concern himself with those other employees. Id. ¶4On November 28, 2012, the appellant’s second-level supervisor discovered that the appellant had changed his subordinates’ performance ratings 2 weeks earlier. He admonished the appellant verbally, warning him that the penalty for disobeying a supervisor ranges from reprimand to suspension. IAF, Tab 5 at 59. Nevertheless, on December 6, 2012, the appellant contacted the agency’s human resources department to inquire into the process for changing the performance rating for yet another of his subordinates. Id. at 62. A human resources official notified the appellant’s second-level supervisor of this contact. Id. ¶5On December 13, 2012, the appellant’s first-level supervisor proposed to suspend the appellant for 5 days because of the conduct surrounding the changed performance ratings. Id. at 43-46. The charges essentially amounted to failure to follow instructions and lack of candor. Id. On December 18, 2012, the appellant sought assistance from the agency’s Inspector General (IG) regarding the proposed suspension and the credit card audit. IAF, Tab 51 at 40-43. On January 16, 2013, the appellant’s second-level supervisor issued his decision to suspend the appellant for 5 days, beginning January 28, 2016. IAF, Tab 5 at 20-21. ¶6The appellant then filed a complaint with the Office of Special Counsel (OSC), alleging that the agency had retaliated against him for disclosures that he had made to his immediate supervisor and to the IG. IAF, Tab 1 at 15, Tab 33 at 9-361. When OSC closed the file without taking corrective action, the appellant filed this IRA appeal with the Board. IAF, Tab 1. 3 ¶7The administrative judge found that the Board has jurisdiction over the appeal and held the appellant’s requested hearing. IAF, Tab 35, Tab 55, Initial Decision (ID) at 1-2. Following the hearing, she issued an initial decision denying corrective action on the merits. ID at 2, 19. She found that the appellant’s November 19, 2012 disclosure to his supervisor that she was singling out the appellant’s subordinate was protected. ID at 15. She also found that his disclosure to the IG regarding his proposed suspension was not protected. Id. She concluded that neither disclosure was a contributing factor in the 5-day suspension. ID at 15-17. She further found that the agency proved by clear and convincing evidence that it would have suspended the appellant notwithstanding his disclosure to his supervisor. ID at 17-18. The administrative judge observed that the appellant was attempting to challenge a May 28, 2013 letter of performance counseling, but determined that he had not exhausted his administrative remedies with OSC on this alleged personnel action. ID at 18. ¶8The appellant has filed a petition for review, arguing that his 5-day suspension was in retaliation for his refusal to obey an order that would have required him to violate a directive pertaining to the agency’s Performance Plan and Appraisal System, as well as the applicable collective bargaining agreement. Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3.3 ANALYSIS ¶9To prove the merits of a claim of reprisal in an IRA appeal before the Board, an appellant must show by preponderant evidence that he engaged in protected activity under 5 U.S.C. § 2302(b)(8) or 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and that the protected activity was a contributing factor in the contested personnel action. Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). If the appellant proves his case, the agency will have an 3 We decline to disturb the administrative judge’s jurisdictional finding, which neither party has challenged on review.4 opportunity to show by clear and convincing evidence that it would have taken the same personnel action even in the absence of the protected activity. Id. Personnel Action ¶10In her initial decision, the administrative judge addressed two alleged personnel actions—the 5-day suspension and the letter of performance counseling. ID at 16-18. She found that both of these were “personnel actions” under 5 U.S.C. § 2302(a)(2). ID at 3-4. The administrative judge fully adjudicated the appellant’s claim as to the 5-day suspension, but she found that the appellant had failed to exhaust his administrative remedies concerning the letter of counseling. ID at 15-18. ¶11On review, the appellant does not challenge the administrative judge’s finding on the exhaustion issue. Nevertheless, we modify the initial decision to find that the letter of counseling did not constitute a personnel action or threat to take a personnel action within the meaning of 5 U.S.C. § 2302(a)(2) because it did not constitute formal discipline, there is no indication that it was placed in the appellant’s personnel file, and it did not warn the appellant of any possible future disciplinary or performance actions. IAF, Tab 33 at 285-88; see Special Counsel v. Spears, 75 M.S.P.R. 639, 670 (1997) (declining to find that an oral counseling was a personnel action); cf. Campo v. Department of the Army , 93 M.S.P.R. 1, ¶¶ 7-8 (2002) (finding a memorandum of warning that included a threat of future disciplinary action was a personnel action). Protected Activity and Contributing Factor ¶12In her initial decision, the administrative judge identified two alleged protected disclosures. She found that the November 19, 2012 conversation in which the appellant told his supervisor that she was unfairly singling out one of the appellant’s subordinates for discipline was protected because he reasonably believed his supervisor was abusing her authority. ID at 15. The administrative judge found that the appellant’s December 18, 2012 meeting with an IG official5 regarding his proposed suspension was not protected. Id. She also found that neither disclosure was a contributing factor in the 5-day suspension. ID at 16-17. The appellant does not challenge these findings on review. Nevertheless, we modify the administrative judge’s analysis as follows. ¶13First, although we agree with the administrative judge that the appellant’s November 15, 2012 disclosure was protected, we disagree that it was not a contributing factor in his 5-day suspension. The administrative judge found that the disclosure was not a contributing factor in the suspension because it was the appellant’s second-level supervisor who resolved to take disciplinary action against the appellant, and he was not even aware of the November 19, 2012 disclosure. ID at 16. The appellant’s first-level supervisor is the one who issued the proposal letter, and she did so within 1 month of the appellant’s disclosure to her. IAF, Tab 5 at 43-46. ¶14The most common way of proving the contributing factor element is the “knowledge/timing test.” Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 21 (2016). Under that test, an appellant can prove that his disclosure was a contributing factor in a personnel action through evidence that the official taking the personnel action knew of the whistleblowing disclosure and took the personnel action within a period of time such that a reasonable person could conclude that the disclosure was a contributing factor in the personnel action. Id. Once an appellant has satisfied the knowledge/timing test, he has demonstrated that a protected disclosure was a contributing factor in a personnel action. Id. The facts here are sufficient to establish the contributing factor element under the knowledge/timing test of 5 U.S.C. § 1221(e)(1). Although the appellant’s first-level supervisor may have issued the proposal at the direction of someone else who was unaware of the disclosure, this fact is irrelevant to the contributing factor analysis and goes instead to the agency’s affirmative defense, which is discussed below. See Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 15 (2016) (observing that an appellant may rely on an official’s6 constructive knowledge of a protected disclosure to prove that it was a contributing factor in a personnel action by demonstrating that an individual with actual knowledge of the disclosure influenced the official who took the action). ¶15Second, we disagree with the administrative judge that the appellant’s December 18, 2012 meeting at the IG’s office was not protected. The administrative judge found that this meeting was not a protected disclosure because the appellant’s primary purpose was to seek assistance in challenging the proposed suspension rather than to report any wrongdoing. ID at 15. As pertinent here, the Whistleblower Protection Enhancement Act of 2012 (WPEA), Pub. L. No. 112-199, § 101(b)(2)(C), 126 Stat. 1465, 1466 (codified at 5 U.S.C. § 2302(f)(1)(C)), amended the Whistleblower Protection Act by providing that an individual’s “motive for making the disclosure” does not exclude it from protection. Nasuti v. Department of State , 120 M.S.P.R. 588, ¶ 3 (2014).4 Further, the WPEA expanded the Board’s jurisdiction in IRA appeals to include claims of reprisal for “cooperating with or disclosing information” to an IG, activity which is protected under 5 U.S.C. § 2302(b)(9)(C). WPEA, Pub. L. No. 112-199, § 101(b)(1)(A), 126 Stat. 1465, 1465 (codified at 5 U.S.C. § 1221(a)). Under the broadly worded provision of 5 U.S.C. § 2302(b)(9)(C), any disclosure of information to the IG or OSC is protected regardless of its content as long as such disclosure is made in accordance with applicable provisions of law. Fisher v. Department of the Interior , 2023 MSPB 11, ¶ 8. We therefore find that the appellant’s December 18, 2012 meeting at the IG’s office was protected activity, without reaching the issue of whether any disclosures he made in the meeting were protected. ¶16Third, we agree with the administrative judge that the appellant’s December 18, 2012 meeting was not a contributing factor in his 5-day suspension, but we disagree with her reasoning. Specifically, the administrative judge found 4 We have applied the WPEA to this appeal because the personnel action at issue occurred after the WPEA’s effective date. IAF, Tab 5 at 21; see Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 51. 7 that the timing of the meeting precluded it from being a contributing factor in the suspension because the meeting occurred after the proposal was issued. ID at 17. A disclosure that occurs after the personnel action at issue was taken cannot be considered a contributing factor in that personnel action. Sherman v. Department of Homeland Security , 122 M.S.P.R. 644, ¶ 8 (2015). However, the meeting occurred before the final decision was made, and thus, the personnel action was merely contemplated and in preparation before the appellant’s second-line supervisor became aware of the disclosure. Id., ¶¶ 3-4, 9-11 (remanding to determine whether an appellant’s performance evaluation was completed before or after the appellant’s rating officials learned of his disclosure). Thus, the timing alone does not preclude this meeting from being a contributing factor in the January 16, 2013 suspension decision. IAF, Tab 5 at 20-21. Nevertheless, there is no evidence that the deciding official knew, or was influenced by anyone who knew, about the appellant’s meeting with the IG. Indeed, the IG informed the appellant that his contact with that office would remain confidential. IAF, Tab 51 at 42. For that reason, we find that the appellant has not established that the deciding official had actual or constructive knowledge of the meeting. Moreover, the record does not support a finding that the appellant established contributing factor by another prescribed method. See Dorney v. Department of the Army, 117 M.S.P.R. 480, ¶ 15 (2012) (outlining that if an appellant does not prove contributing factor by way of the knowledge/timing test, other evidence should be considered, such as the strength or weakness of the agency’s reasons for taking the action, whether the whistleblowing was directed at the proposing or deciding officials, and whether these individuals had a desire or motive to retaliate against the appellant). ¶17Fourth, we modify the initial decision to address an argument that the appellant raises on review, and which he appeared to raise below, but which the administrative judge did not address. Specifically, the appellant argues that his suspension was based on his refusal to obey his supervisor’s order to lower his8 subordinates’ performance ratings. IAF, Tab 45 at 4; PFR File, Tab 1. He claims that this order would have required him to violate a directive regarding the agency’s Performance Plan and Appraisal System, as well as the applicable collective bargaining agreement, and the agency was therefore prohibited from disciplining him for this under 5 U.S.C. § 2302(b)(9)(D). IAF, Tab 45 at 4; PFR File, Tab 1. However, at the time of the personnel action at issue, 5 U.S.C. § 2302(b)(9)(D) made it a prohibited personnel practice to take a personnel action in retaliation for refusing to obey an order that would have required the employee to violate a “law.” The U.S. Court of Appeals for the Federal Circuit interpreted the term “law” in this subsection to mean “statute.” Rainey v. Merit Systems Protection Board , 824 F.3d 1359, 1361-65 (Fed. Cir. 2016). It was not until the instant appeal already was pending that subsection (b)(9)(D) was amended to cover orders that would require an employee to violate a “law, rule, or regulation.” Follow the Rules Act (FTRA), Pub. L. No. 115-40, § 2, 131 Stat. 861 (2017); Fisher, 2023 MSPB 11, ¶ 12. The Board has found that the amendments to subsection (b)(9)(D) should not be applied to Board appeals that already were pending prior to the enactment of the FTRA. Fisher, 2023 MSPB 11, ¶¶ 13-19. Because the Performance Plan and Appraisal System directive and the collective bargaining agreement are not statutes, and the appellant has not identified any statute that his supervisor’s order would have required him to violate, we find that he has not established that he engaged in protected activity under 5 U.S.C. § 2302(b)(9)(D).5 Clear and Convincing Evidence ¶18Having found that the appellant met his burden to prove by preponderant evidence that his November 11, 2012 disclosure was a contributing factor in his 5-day suspension, we now turn to whether the agency proved by clear and convincing evidence that it would have suspended the appellant absent his 5 We have reviewed the other relevant legislation enacted during the pendency of this appeal and find that none further impact the outcome. 9 disclosure. In determining whether an agency has shown by clear and convincing evidence that it would have taken the same personnel action in the absence of protected activity, the Board will consider the totality of the circumstances, including the following factors: the strength of the agency’s evidence in support of its action; the existence and strength of any motive to retaliate on the part of the agency officials who were involved in the decision; and any evidence that the agency takes similar actions against employees who are not whistleblowers but who are otherwise similarly situated. Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999). ¶19In this case, the administrative judge considered the Carr factors and found that the agency proved by clear and convincing evidence that it would have issued the 5-day suspension notwithstanding the appellant’s November 19, 2018 disclosure to his supervisor. ID at 17-18. She found that the agency’s evidence in support of the suspension was strong. Id. She reasoned that the appellant falsely reported the ratings for two of his subordinates, and surreptitiously attempted to change the rating for a third subordinate despite an instruction that he not do so. Id. She further determined that the appellant’s supervisors did not have a strong motive to retaliate. ID at 18. She found a lack of evidence that there were any other supervisors like the appellant who engaged in the same type of misconduct. Id.; see Siler v. Environmental Protection Agency , 908 F.3d 1291, 1299 (Fed. Cir. 2018) (holding that in the absence of relevant comparator evidence, Carr factor 3 cannot favor the Government). The appellant does not challenge these findings on review, and we find no reason to disturb them. Other Arguments Raised on Petition for Review ¶20The appellant argues that the administrative judge abused her discretion in denying several witnesses who would have testified to his character and credibility. PFR File, Tab 1 at 4. The administrative judge made only one credibility finding regarding the appellant. ID at 17-18. The specific finding was10 that the appellant did not credibly deny that he attempted to change the performance rating of his third subordinate. Id. The appellant does not challenge this finding or explain how the disallowed witnesses would have disproved it. PFR File, Tab 1 at 4. Under the circumstances, we find that the administrative judge did not abuse her broad discretion to rule on witnesses. IAF, Tab 48; see Oulianova v. Pension Benefit Guaranty Corporation , 120 M.S.P.R. 22, ¶ 12 (2013) (observing that administrative judges have broad discretion to regulate the proceedings before them, including the discretion to exclude witnesses); 5 C.F.R. § 1201.41(b)(8) (including among an administrative judge’s powers the authority to rule on witnesses). Nor has the appellant shown how he was harmed by these rulings. See Karapinka v. Department of Energy , 6 M.S.P.R. 124, 127 (1981) (finding that an administrative judge’s procedural error is of no legal consequence unless it is shown to have adversely affected a party’s substantive rights). ¶21The appellant also argues that his second-level supervisor made several false or inconsistent statements during the hearing about why and how some of the appellant’s subordinates earned the ratings that the appellant’s first-level supervisor directed him to assign. PFR File, Tab 1 at 6-8. For example, the appellant argues that, contrary to his second-level supervisor’s testimony, “it is not permissible to usurp the judgment of the immediate supervisor” in the rating process. Id. at 7. The appellant asserts that the lower ratings selected by his supervisors are suspect because his second-level supervisor “never reviewed the work of a single employee.” Id. at 6. We find that these arguments do not provide a sufficiently sound basis to overturn the administrative judge’s finding that the appellant’s second-level supervisor credibly denied a retaliatory motive during his testimony. ID at 18; see Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). ¶22Accordingly, we affirm the initial decision denying corrective action, as modified.11 NOTICE OF APPEAL RIGHTS6 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.12 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any13 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s14 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 15 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16
Cannavo_JosephNY-1221-14-0113-W-1_Final_Order.pdf
2024-05-17
JOSEPH CANNAVO v. GENERAL SERVICES ADMINISTRATION, MSPB Docket No. NY-1221-14-0113-W-1, May 17, 2024
NY-1221-14-0113-W-1
NP
1,423
https://www.mspb.gov/decisions/nonprecedential/Williams_Schekila_S_DA-0714-18-0398-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SCHEKILA S. WILLIAMS, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-0714-18-0398-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Edward Larvadain, Jr. , Alexandria, Louisiana, for the appellant. Alonda Price , Garland, Texas, for the agency. Cecilia G. Isenberg , Garland, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which sustained her removal pursuant to 38 U.S.C. § 714 based on a charge of Absence Without Leave (AWOL). For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). appeal to the Dallas Regional O ffice for further adjudication in accordance with this Remand Order. BACKGROUND Effective May 24, 2018, the agency removed the appellant from her GS-06 Medical Support Assistant position pursuant to the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017 (VA Accountability Act), Pub. L. No. 115-41, § 202(a), 131 Stat 862, 869-73 (codified as amended at 38 U.S.C. § 714). Initial Appeal File (IAF), Tab 10 at 9, 13-20. The action was based on a single charge of “Unauthorized Absence (AWOL)” with 23 underlying specifications relating to absences between December 2017 and March 2018. Id. at 16-19. The appellant subsequently filed a Board appeal challenging her removal and requested a hearing on her appeal. IAF, Tab 1 at 3. She did not raise any affirmative defenses. IAF, Tab 1 at 2-7, Tab 11 at 2 n.1. In an order on timeliness, the administrative judge noted that the appeal appeared to have been filed 1 day late, and he provided the appellant with the opportunity to provide evidence and/or argument showing that her appeal was timely filed or that her delay in filing her appeal should be excused. IAF, Tab 3. After holding the appellant’s requested hearing, the administrative judge issued an initial decision affirming her removal. IAF, Tab 17, Initial Decision (ID). Regarding the timeliness of the appeal, he found that the doctrine of equitable tolling applied because the agency had provided the appellant with improper appeal rights information in its decision letter. ID at 1 n.1. He further found that, as to each specification, the agency proved by substantial evidence that the appellant’s absences were not authorized or her requests for leave were properly denied. ID at 4-5. He further found that the agency complied with the Family and Medical Leave Act of 1993 (FMLA) as a part of its burden of proving the AWOL charge. ID at 5. Accordingly, the administrative judge sustained the agency’s charge. Id. The administrative judge then found that he had no2 authority to mitigate the penalty for an action taken under 38 U.S.C. § 714. ID at 6. Consequently, he affirmed the agency removal action. Id. The appellant has timely filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The appeal was untimely filed. 38 U.S.C. § 714(c)(4)(B) provides that a covered individual removed pursuant to section 714 may file a Board appeal challenging her removal “not later than 10 business days after the date of such removal.” See Ledbetter v. Department of Veterans Affairs , 2022 MSPB 41, ¶¶ 6-7. Here, it is undisputed that the appellant was removed from her position, pursuant to 38 U.S.C. § 714, effective May 24, 2018. IAF, Tab 10 at 13. Accordingly, her appeal was due no more than 10 business days later, on June 8, 2018.2 The appellant’s Board appeal challenging her removal was postmarked June 13, 2018. IAF, Tab 1 at 1, 33; see 5 C.F.R. § 1201.4( l) (stating that the date of filing by mail is determined by the postmark date). Consequently, her appeal was untimely filed by 3 calendar days. We ultimately agree with the administrative judge’s finding that the statutory filing deadline should be equitably tolled based on the facts in this case but supplement his reasoning. Although the administrative judge correctly concluded that the appellant’s Board appeal was untimely filed, he nevertheless determined that the doctrine of equitable tolling should be applied to extend the deadline, determining that the agency induced the appellant into allowing the Board filing deadline to pass by providing her with incorrect information. ID at 1 n.1; IAF, Tab 15 at 4-6 (citing Irwin v. Department of Veterans Affairs , 498 U.S. 89, 95-96 (1990) (concluding that if the Federal Government has waived its immunity, there is a presumption 2 In calculating this deadline, we excluded the Memorial Day Federal holiday, which was observed on Monday, May 28, 2018. See Ledbetter, 2022 MSPB 41, ¶ 7 & n.2 (excluding weekends and holidays when calculating the 10-business-day deadline under section 714(c)(4)(B)).3 favoring the application of equitable tolling)). Specifically, the administrative judge noted that in the May 17, 2018 removal decision letter, the agency provided incorrect appeal rights information informing the appellant that she could file an appeal with the Board challenging her removal at any time after she received the decision letter, “but not later than 30 calendar days after the separation has been effected, or 30 calendar days after the date of [] your receipt of this decision, whichever is later.” IAF, Tab 10 at 14, Tab 15 at 5-6. Because the agency provided this incorrect appeal rights information and the appellant relied on that information by filing her Board appeal after the statutory 10-business-day filing deadline, the administrative judge concluded that the appellant was “induced or tricked” by the agency into allowing the filing deadline to pass. ID at 6. Consequently, he determined that equitable tolling should be applied to extend the Board filing deadline. ID at 6. After the initial decision was issued in this case, the Board issued its decision in Hemann v. Department of Veterans Affairs , 2022 MSPB 46. The appellant in Hemann was removed pursuant to section 714, and the decision notice informed him of his right to appeal the removal to the Board “at any time” after he received the decision notice, but “not later than 30 calendar days” after the separation was effected or his receipt of the decision, whichever was later. Hemann, 2022 MSPB 46, ¶ 2. The appellant filed his Board appeal more than 10 business days, but less than 30 days, after the effective date of the removal action and the agency moved to dismiss the appeal as untimely filed. Id., ¶¶ 3, 20. Citing its prior decision in Ledbetter, 2022 MSPB 41, ¶ 8, the Board acknowledged that the doctrine of equitable tolling may be available under certain circumstances to toll a statutory deadline in an untimely appeal. Hemann, 2022 MSPB 46, ¶ 9. The Board next considered the limited circumstances in which equitable tolling may be invoked to excuse an untimely filed lawsuit against the Government. Id., ¶ 11. The Board highlighted two such4 circumstances, the first, when an appellant has “actively pursued his judicial remedies by filing a defective pleading during the statutory period,” and the second, when an appellant “has been induced or tricked by his adversary’s misconduct into allowing the filing deadline to pass.” Id. (quoting Irwin, 498 U.S. at 96). After reviewing precedent from the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) and the U.S. Supreme Court applying equitable tolling in these circumstances, the Board determined that the agency’s incorrect notice to the appellant that he had 30 calendar days to challenge his removal to the Board mislead him into believing that a 30-day filing period was permitted, and so the agency had “induced or tricked” him into allowing the statutorily required 10-business-day filing deadline to pass. Id., ¶ 19. Consequently, the Board concluded that equitable tolling was warranted. Id. The Board further concluded that because it was undisputed that the appellant had filed his Board appeal within the 30-day period provided to him by the agency, he had acted with due diligence within the filing period that he reasonably believed to be correct. Id., ¶ 20. The factual circumstances in Hemann are nearly identical to those at issue in this appeal. As in Hemann, the appellant here was “induced or tricked” by the incorrect 30-day filing deadline provided by the agency, and the appellant acted with due diligence by filing her Board appeal within the filing period she believed was applicable based on the information provided to her by the agency.3 Consequently, we agree with the administrative judge’s finding that equitable tolling should apply to extend the filing deadline for the appellant’s untimely appeal of her removal pursuant to 38 U.S.C. § 714, based on the specific facts of this case. 3 Also, as in Hemann, it is of no consequence that the appellant here was represented by legal counsel during the course of her appeal. IAF, Tab 1 at 4; see Hemann, 2022 MSPB 46, ¶¶ 12, 19. 5 The appellant has failed to provide a basis for disturbing the administrative judge’s finding that the agency proved its charge by substantial evidence. In an appeal of an action taken pursuant to 38 U.S.C. § 714, the agency is required to prove its charge by substantial evidence.4 See Rodriguez v. Department of Veterans Affairs , 8 F.4th 1290, 1298 (Fed. Cir. 2021). To prove an AWOL charge, an agency must demonstrate that the employee was absent without authorization and, if the employee requested leave, that the request was properly denied. Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 28 n.5 (2015), overruled in part on other grounds by Pridgen v. Office of Management and Budget, 2022 MSPB 31, ¶¶ 23-25. The administrative judge found that the appellant was absent for all the dates for which she was charged, and the appellant does not contest this finding on review. ID at 3-4. Moreover, the appellant does not appear to dispute the administrative judge’s finding that the agency did not authorize those absences. ID at 4-5. Rather, she contends that nobody testified that she did not have leave to cover her absences and that there was no testimony explaining the agency’s documentary evidence. PFR File, Tab 1 at 3. The appellant’s contention fails to provide a basis for review. When an employee has requested leave to cover her absences, an AWOL charge will be sustained only if the agency establishes that the appellant’s requests were properly denied. Savage, 122 M.S.P.R. 612, ¶ 28. Moreover, if the employee requested leave without pay (LWOP) for the periods when she was placed in an AWOL status, the Board will examine the record as a whole to determine if the denial of LWOP was reasonable under the circumstances. Id. Here, as noted by the administrative judge, the appellant testified that, during the time periods at issue in this appeal, she usually had very little accrued leave. ID at 5; Hearing Recording (HR) (testimony of the appellant). The 4 Substantial evidence is “[t]he degree of relevant evidence that a reasonable person, considering the record as a whole, might accept as adequate to support a conclusion, even though other reasonable persons might disagree.” 5 C.F.R. § 1201.4(p).6 administrative judge accordingly found that the agency established that the appellant did not have sufficient leave to cover her substantial hours of absences —129.75 hours. ID at 4. Thus, contrary to the appellant’s argument on review, there was testimony establishing that she did not have sufficient leave to cover her absences. To the extent the appellant is alleging that the agency should have granted her LWOP to cover her absences, the administrative judge addressed this argument in the initial decision. ID at 4-5. The administrative judge acknowledged the appellant’s testimony that the vast majority of her absences were directly related to her children’s medical conditions, and not to any condition of her own. ID at 4. As previously noted, the administrative judge considered whether the agency complied with the requirements of the FMLA, and found that it had. Id. at 5. In reaching this conclusion, he noted that the appellant admitted that she had not requested FMLA-based leave for any period of absence at issue in this appeal, and that the agency had granted her FMLA-based leave in the past. Id. The appellant has provided no basis for disturbing the administrative judge’s well-reasoned finding that, under these circumstances, the agency’s denial of the appellant’s requests for LWOP did not constitute an abuse of discretion. ID at 5; see Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 106 (1997) (finding no reason to disturb the administrative judge’s findings where the administrative judge considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). Accordingly, we find that the administrative judge properly determined that the agency proved its charge by substantial evidence. 7 Remand of the appeal is necessary for the administrative judge to provide the parties with an opportunity to present evidence and argument regarding whether the agency’s error in sustaining the removal based on substantial evidence harmed the appellant. As previously discussed, the administrative judge concluded in the initial decision that the agency proved each specification of the AWOL charge by substantial evidence and consequently determined that the agency met its burden of proving the charge. ID at 3-5. After the initial decision in this case was issued, the Federal Circuit issued its decision in Rodriguez, 8 F.4th at 1296-1301, in which it determined that the agency erred by applying a substantial evidence burden of proof to its internal review of a disciplinary action taken under 38 U.S.C. § 714. The court in Rodriguez found that substantial evidence is the standard of review to be applied by the Board, not the agency, and that an agency’s deciding official must “determine[]” whether “the performance or misconduct . . . warrants” the action at issue by applying a preponderance of the evidence burden of proof.5 Id. at 1298-1301 (quoting 38 U.S.C. § 714(a)(1)). The Board subsequently issued Semenov v. Department of Veterans Affairs , 2023 MSPB 16, ¶¶ 23-24, in which it found that it was appropriate to apply the harmful error standard from 5 U.S.C. § 7701(c)(2) to an agency’s improper application of the substantial evidence standard to its review of proposed actions taken under 38 U.S.C. § 714. The Board also held that the Federal Circuit’s holding in Rodriguez applies to all pending cases, regardless of when the events at issue took place. Semenov, 2023 MSPB 16, ¶ 22. In the instant appeal, the deciding official noted in the decision letter that the AWOL charge was supported by “substantial evidence” in sustaining the appellant’s removal. IAF, Tab 10 at 13. During the hearing, the agency did not elicit any further testimony concerning the burden of proof the deciding official applied in assessing the charge, and the deciding official did not offer any 5 Preponderance of the evidence is “[t]he degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue.” 5 C.F.R. § 1201.4(q).8 additional testimony indicating that he applied anything other than a substantial evidence burden of proof in sustaining the removal. IAF, Tab 16, HR at 37:30-42:30 (testimony of the deciding official). The administrative judge and the parties did not have the benefit of Rodriguez, and they were therefore unable to address its impact on this appeal. Accordingly, we remand this case for further adjudication to address whether the agency’s apparent error in applying the substantial evidence standard of proof was harmful. See Semenov, 2023 MSPB 16, ¶ 22. On remand, the administrative judge shall provide the parties with an opportunity to present additional evidence and argument, including holding a supplemental hearing if requested by the appellant, addressing whether the agency’s use of the substantial evidence standard in the removal decision constituted harmful error. On remand, the administrative judge should apply the Douglas factors and review the agency’s penalty determination. After the initial decision was issued in this case, the Federal Circuit issued its decision in Connor v. Department of Veterans Affairs , 8 F.4th 1319 (Fed. Cir. 2021). In Connor, the Federal Circuit determined that the agency and the Board must consider and apply the nonexhaustive factors set forth in Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), in its review of an agency’s penalty selection under 38 U.S.C. § 714. Connor, 8 F.4th at 1325-26; see Semenov, 2023 MSPB 16, ¶¶ 44-50 (stating that, consistent with the Federal Circuit’s decision in Connor, the agency and the Board must apply the Douglas factors in reviewing the penalty in an action taken under 38 U.S.C. § 714). The court held that, although section 714 precludes the Board from mitigating the agency’s chosen penalty, “[i]t does not alter the penalty review with respect to the Douglas factors” and that, although the Board cannot mitigate the penalty, “if the Board determines that the [agency] failed to consider the Douglas factors or that the chosen penalty is unreasonable, the Board must remand to the [agency] for a redetermination of the penalty.” Connor, 8 F.4th at 1326-27 (citing Brenner9 v. Department of Veterans Affairs , 990 F.3d 1313, 1325 (Fed. Cir. 2021) (explaining that, “if the [Board] concludes that the [agency’s] removal decision is unsupported by substantial evidence, the [Board] should remand to the [agency] for further proceedings”)). Here, the administrative judge did not have the benefit of the Connor or Semenov decisions. In the absence of this guidance, he concluded that the Board lacked mitigation authority in actions taken under 38 U.S.C. § 714 and specifically concluded that the “reasonableness of an imposed penalty, along with a consideration of mitigating and aggravating factors under Douglas v. Veterans Administration, 5 M.S.P.R. 280 (1981), is immaterial.”6 ID at 6. Moreover, in the removal decision letter, the deciding official did not reference the Board’s decision in Douglas, cite to the Douglas factors, or otherwise indicate that he considered any mitigating factors in sustaining the removal action. IAF, Tab 10 at 13-15. Finally, during the hearing, the deciding official did not offer any testimony concerning whether he considered the Douglas factors or any mitigating considerations in deciding to sustain the removal penalty, and the parties did not elicit any testimony on the issue. HR at 37:30-42:30 (testimony of the deciding official). Thus, the record is unclear as to whether the agency properly considered the Douglas factors in deciding to remove the appellant. The administrative judge and the parties did not have the benefit of Connor, and therefore were unable to address its impact on this appeal. Consequently, on remand, the administrative judge should permit the parties to submit additional evidence and argument on the penalty issue, again holding a supplemental hearing if requested by the appellant. See Semenov, 2023 MSPB 16, ¶ 50. In reviewing the penalty, 6 Despite this finding, it appears that the administrative judge identified potential mitigating factors, such as the fact that the appellant’s children had significant medical conditions that required her attention and frequent absences, but nevertheless determined that he lacked the authority to mitigate the agency’s chosen decision on that basis. ID at 6. 10 the administrative judge should determine whether the agency proved by substantial evidence that it properly applied the Douglas factors and whether the agency’s penalty selection was reasonable and, if not, he should remand the appellant’s removal to the agency for a new decision on the appropriate penalty. Id. (citing Connor, 8 F.4th at 1326-27; Sayers, 954 F.3d 1370, 1375-76, 1379 (Fed. Cir. 2020)). ORDER For the reasons discussed above, we remand this case to the Dallas Regional Office for further adjudication in accordance with this Remand Order.7 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 7 In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order.11
Williams_Schekila_S_DA-0714-18-0398-I-1__Remand_Order.pdf
2024-05-17
SCHEKILA S. WILLIAMS v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-0714-18-0398-I-1, May 17, 2024
DA-0714-18-0398-I-1
NP
1,424
https://www.mspb.gov/decisions/nonprecedential/Berry_James_D_SF-0432-18-0523-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES D. BERRY, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-0432-18-0523-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Chalmers C. Johnson , Esquire, Port Orchard, Washington, for the appellant. Christina T. Fuentes , Esquire, Sandra Lizeth Schoepfle , Esquire, and Alison Gray , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s removal action based on unacceptable performance. For the reasons discussed below, we GRANT the petition for review. We MODIFY the initial decision to apply the appropriate legal standards to the appellant’s affirmative defense of retaliation for engaging in prior equal employment 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). opportunity (EEO) activity, and REMAND the appeal to the Western Regional Office for further adjudication consistent with this Remand Order and Santos v. National Aeronautics and Space Administration , 990 F.3d 1355 (Fed. Cir. 2021) . BACKGROUND The appellant was employed as a GS-07 Human Resources Assistant at the agency’s Office of Civilian Human Resources in Silverdale, Washington. Initial Appeal File (IAF), Tab 5 at 24. On December 18, 2017, the agency issued him a Notice of Unacceptable Performance, which identified his deficiencies in the critical elements of Personnel Action Processing2 and Technical Proficiency, and the agency placed him on a 60-day performance improvement plan (PIP) from December 18, 2017, to February 23, 2018. IAF, Tab 6 at 4-7. The agency proposed his removal under 5 U.S.C. chapter 43 based on a charge of failure to demonstrate an acceptable level of performance in the critical element of Personnel Action Processing during his recent PIP. IAF, Tab 5 at 28-31. After considering his written response, the agency removed him from his position, effective April 25, 2018. Id. at 25-27. The appellant filed an appeal with the Board challenging his removal and raising the affirmative defense of retaliation for prior EEO activity. IAF, Tab 1. Following a hearing, the administrative judge issued an initial decision that affirmed the agency’s action, finding that the agency proved the merits of its action by substantial evidence and the appellant did not prove his affirmative defense of retaliation for prior EEO activity. IAF, Tab 22, Hearing Compact Disc (HCD), Tab 26, Initial Decision (ID) at 7-30. He noted that the Board was without the authority to mitigate a performance-based removal under chapter 43. ID at 30. The appellant has filed a petition for review.3 Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 9. 2 This critical element was also referred to as Processing Personnel Actions. IAF, Tab 26 at 3 n.2.2 DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the agency met its burden of proof for a performance-based removal under 5 U.S.C. chapter 43 under the law when the initial decision was issued. In a performance-based action under chapter 43, under the law when the initial decision was issued, an agency was required to establish by substantial evidence4 that: (1) the Office of Personnel Management (OPM) approved its performance appraisal system; (2) the agency communicated to the appellant the performance standards and critical elements of his position; (3) the appellant’s performance standards are valid; (4) the agency warned the appellant of the inadequacies of his performance during the appraisal period and gave him a reasonable opportunity to improve; and (5) the appellant’s performance remained unacceptable in at least one critical element. Lee v. Environmental Protection Agency, 115 M.S.P.R. 533, ¶ 5 (2010) . On review, the appellant only contests the administrative judge’s findings regarding the first element.5 PFR File, Tab 6 at 3-6. In particular, he asserts that (1) he did not stipulate to the first element, (2) the agency did not meet its burden of proof because it failed to produce any evidence as to the first element, and (3) he raised a “cogent and specific challenge on the issue of whether the rating system complied with OPM requirements” when he argued that “the PIP lacked any objective criteria for evaluating his performance and was so completely subjective that he had no idea how to ‘pass’ it.” Id. at 3-5 (citing ID at 11) . 3 The appellant subsequently filed a “corrected” petition for review, PFR File, Tab 6, which included minor changes to the footer and the date of the pleading. Because it does not appear that there are any substantive changes to the petition for review, we herein refer to the petition for review submission as PFR File, Tab 6. 4 Substantial evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, might accept as adequate to support a conclusion, even though other reasonable persons might disagree. 5 C.F.R. § 1201.4(p). 5 We affirm the administrative judge’s findings regarding what were, prior to Santos, the remaining elements of a chapter 43 action.3 Ordinarily, the Board will presume that OPM has approved the agency’s performance appraisal system; however, if an appellant has alleged that there is reason to believe that OPM did not approve the agency’s performance appraisal system or made significant changes to a previously approved system, the Board may require the agency to submit evidence of such approval. Lee, 115 M.S.P.R. 533, ¶ 5; Daigle v. Department of Veterans Affairs , 84 M.S.P.R. 625, ¶ 12 (1999). We agree with the administrative judge that, under these circumstances, the appellant did not challenge OPM’s approval of the agency’s performance appraisal system or allege that the agency made significant changes to a previously approved system. Therefore, it is appropriate to apply the presumption that OPM has approved the agency’s performance appraisal system. ID at 8. The appellant’s characterization of his refusal to stipulate to the first element and his disagreement with the PIP criteria do not constitute a specific challenge to the issue of whether OPM approved the agency’s performance appraisal system or whether the agency significantly changed a previously approved system and are insufficient to rebut the presumption of OPM approval. ID at 8, 11; IAF, Tab 21 at 4. His allegation that the agency did not produce any evidence of OPM approval is likewise unavailing. The burden was on the agency to produce evidence of OPM approval if the appellant raised a specific challenge. Daigle, 84 M.S.P.R. 625, ¶ 12. The appellant did not raise such a challenge until his petition for review, which prompted the agency to produce a copy of OPM’s January 31, 1996 approval of its performance appraisal system. PFR File, Tab 9 at 22. We will consider this evidence on review. See Daigle, 84 M.S.P.R. 625, ¶ 9 (explaining that the Board will consider evidence of OPM approval of the performance appraisal system on review when the agency was not placed on timely notice that it would be a dispositive issue in the appeal). There is no indication in the record that the agency made significant changes to the4 previously approved system. We therefore affirm the administrative judge’s conclusion that the agency proved the first element by substantial evidence. In asserting that the PIP lacked objective criteria, the appellant conflates the validity of his performance standards (element 3) with OPM’s approval of the agency’s performance appraisal system (element 1). The administrative judge addressed this claim in evaluating the third element, and determined that the agency proved by substantial evidence that the performance standards in the critical element of Personnel Action Processing were valid. ID at 9-13. As set forth in the initial decision, 5 U.S.C. chapter 43 requires that performance standards, to the maximum extent feasible, permit the accurate evaluation of performance on the basis of objective criteria. ID at 9; Towne v. Department of the Air Force , 120 M.S.P.R. 239, ¶ 21 (2013). Standards must be reasonable, realistic, attainable, and clearly stated in writing. Towne, 120 M.S.P.R. 239, ¶ 21. Performance standards should be specific enough to provide an employee with a firm benchmark toward which to aim his performance and must be sufficiently precise so as to invoke general consensus as to their meaning and content. Id. Even when performance standards are vague on their face, the agency may cure the defect by fleshing out the standards thorough additional oral or written communication. Id., ¶ 23. The initial decision contains a thorough analysis of this element. ID at 9-13. The administrative judge found that “both the performance plan and the PIP, when viewed holistically, provided clear, objective guidance” not only from the outset of the appraisal period but also throughout the entire PIP. ID at 11-12. In so finding, he explained that the performance plan set forth the standards for the critical element of Personnel Action Processing, the agency attached quality review worksheets to the appellant’s assignments which identified his errors and provided guidance for accurate processing of personnel actions, the PIP notice gave him additional guidance, and the appellant’s supervisor discussed with him the pay impacting errors he made during the appraisal period and the actions he5 needed to take to demonstrate acceptable performance. ID at 10-13; e.g., IAF, Tabs 6-7, 12. The administrative judge noted that the fact that a performance standard may call for a certain amount of subjective judgment on the part of the employee’s supervisor does not automatically invalidate it, he found that the standards were reasonable, realistic, attainable, and clearly stated in writing, and he concluded that the agency proved by substantial evidence that the performance standards were valid. ID at 12. We discern no basis to disturb the administrative judge’s finding regarding the validity of the appellant’s performance standards under 5 U.S.C. § 4302(c)(1). ID at 12-13. Thus, we affirm the administrative judge’s determination that the agency proved by substantial evidence that the appellant’s performance was unacceptable. ID at 7-21. As discussed below, however, we must remand this appeal in light of Santos. We modify the initial decision to supplement the administrative judge’s analysis of the appellant’s claim of retaliation for engaging in prior EEO activity, still finding that the appellant did not prove this claim. On review, the appellant does not challenge the administrative judge’s finding that he did not prove his claim of retaliation for prior EEO activity. ID at 21-30. The record reflects that the appellant filed an EEO complaint in which he alleged that, in a series of incidents from March 13 to May 17, 2017, his former first-line supervisor and his second-line supervisor discriminated against him on the basis of disability (mental) and subjected him to a hostile work environment for contacting an agency EEO official about a reasonable accommodation request, and his new first -line supervisor retaliated against him for filing an EEO complaint when he proposed his removal on March 19, 2018. IAF, Tab 5 at 13-23, Tab 8 at 88-95. In addressing the appellant’s affirmative defense, the administrative judge applied an obsolete burden-shifting framework applicable to Title VII affirmative defenses inconsistent with the Board’s decision in Pridgen v. Office of6 Management and Budget , 2022 MSPB 31, which was issued after the initial decision in this case. ID at 21-30. In Pridgen, 2022 MSPB 31, ¶¶ 21 n.4, 46, the Board held that claims of retaliation under the Americans with Disabilities Act (ADA) are to be analyzed under the “but-for” causation standard, in which the burden of persuasion always remains with the appellant. The Board stated that it applies standards under the ADA, as amended by the Americans with Disabilities Act Amendments Act of 2008 , to determine whether there has been a violation of the Rehabilitation Act, which protects both requesting a reasonable accommodation and opposing disability discrimination—the protected activity at issue in the appellant’s affirmative defense. Id., ¶¶ 35, 44. Nevertheless, because the administrative judge correctly determined, without engaging in any discernable burden shifting, that the appellant did not prove that his EEO activity was a motivating factor in his removal, ID at 29, we conclude that the appellant would not be able to satisfy the more stringent “but-for” standard in Pridgen. The administrative judge found that the agency effected the appellant’s removal, not due to retaliatory animus, but because the appellant did not demonstrate acceptable performance in the critical element of Personnel Action Processing during his PIP. ID at 26-28. In so finding, he noted that the appellant did not dispute the performance deficiencies with which he was charged; rather, he disagreed with the manner in which the PIP was administered and the magnitude of his performance deficiencies. ID at 27. The administrative judge did not accord much weight to the appellant’s assertions regarding the motivation of agency officials in taking this action, finding that his testimony in that regard was speculative, conclusory, unsupported, and implausible. ID at 25-28, 27 n.11. He observed that the proposing and deciding officials were aware that he filed an EEO complaint but he found that they credibly denied retaliatory intent. ID at 27-28. The Board must give deference to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on the observation of the demeanor of witnesses testifying at a7 hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Purifoy v. Department of Veterans Affairs, 838 F.3d 1367, 1372-73 (Fed. Cir. 2016); Haebe v. Department of Justice, 288 F.3d 1288, 1301 (Fed. Cir. 2002). The appellant has not made such a showing. Remand is required in light of Santos . Though the appellant has identified no basis for us to disturb the initial decision, we nonetheless must remand this appeal for another reason. During the pendency of the petition for review in this case, the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) held in Santos, 990 F.3d at 1360-61, that, in addition to the five elements of the agency’s case set forth in the initial decision, the agency must also justify the institution of a PIP by proving that the employee’s performance was unacceptable prior to the PIP. The Federal Circuit’s decision in Santos applies to all pending cases, including this one, regardless of when the events took place. Lee v. Department of Veterans Affairs , 2022 MSPB 11, ¶ 16. We therefore remand this case for further adjudication of the appellant’s removal under the standard set forth in Santos. See id. (remanding the appellant’s chapter 43 appeal because the parties did not have an opportunity to address the modified standard set forth in Santos). On remand, the administrative judge shall accept evidence and argument on whether the agency proved by substantial evidence that the appellant’s pre-PIP performance was unacceptable. The administrative judge shall hold a supplemental hearing if appropriate. The administrative judge shall then issue a new initial decision consistent with Santos. If the agency makes the additional showing required under Santos on remand, the administrative judge may incorporate his prior findings on other elements of the agency’s case in the remand initial decision. However, regardless of whether the agency meets its burden, if the argument or evidence on remand regarding the appellant’s pre-PIP performance affects the analysis of the appellant’s affirmative defense, the8 administrative judge should address such argument or evidence in the remand initial decision. See Spithaler v. Office of Personnel Management , 1 M.S.P.R. 587, 589 (1980) (explaining that an initial decision must identify all material issues of fact and law, summarize the evidence, resolve issues of credibility, and include the administrative judge’s conclusions of law and his legal reasoning, as well as the authorities on which that reasoning rests). ORDER For the reasons discussed above, we remand this case to the Western Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Berry_James_D_SF-0432-18-0523-I-1__Remand_Order.pdf
2024-05-17
JAMES D. BERRY v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-0432-18-0523-I-1, May 17, 2024
SF-0432-18-0523-I-1
NP
1,425
https://www.mspb.gov/decisions/nonprecedential/Driver_Billy_R_AT-0839-19-0170-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BILLY R. DRIVER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER AT-0839-19-0170-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Vicki S. Fuller , Redstone Arsenal, Alabama, for the appellant. Paul Andrew Schorn , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for relief under the Federal Erroneous Retirement Coverage Corrections Act. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). For the first time on review, the appellant has provided evidence purportedly showing that he was appointed to a position covered under the Civil Service Retirement System when he began his employment with the Federal Government. Petition for Review (PFR) File, Tab 1 at 2, 18-20.2 Specifically, he has submitted a Notification of Personnel Action dated January 1984, a Personal Qualifications Statement dated November 10, 1983, and a printout from the website of the Office of Personnel Management dated April 19, 2019. Id. at 18-20. The appellant has failed to explain why he was unable to submit such evidence despite his due diligence prior to when the record before the administrative judge closed. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (finding that the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). Nevertheless, even if we were to consider such evidence, we find that it does not warrant a different outcome than that of the initial decision. See 2 With his petition for review, the appellant has included a copy of the initial decision and its certificate of service. PFR File, Tab 1 at 4-17; Initial Appeal File, Tab 17, Initial Decision, Tab 18. The agency, as part of its response to the appellant’s petition for review, has resubmitted a copy of his petition for review. PFR File, Tabs 1, 4.2 Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (finding that the Board generally will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). In particular, we find that the evidence provides no reason to disturb the administrative judge’s findings that the appellant’s conversion to the Federal Employees’ Retirement System effective January 1, 1987, was required by law, and thus, he was not placed in the wrong retirement system. Initial Appeal File, Tab 17, Initial Decision at 5-6. Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you4 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: 5 Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Driver_Billy_R_AT-0839-19-0170-I-1__Final_Order.pdf
2024-05-17
BILLY R. DRIVER v. DEPARTMENT OF THE ARMY, MSPB Docket No. AT-0839-19-0170-I-1, May 17, 2024
AT-0839-19-0170-I-1
NP
1,426
https://www.mspb.gov/decisions/nonprecedential/ZseDenny_GregorySF-0752-21-0346-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GREGORY P. ZSEDENNY, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-0752-21-0346-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cindy ZseDenny , Penn Valley, California, for the appellant. Kathryn Price , Los Angeles Air Force Base, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s removal action . For the reasons discussed below, we GRANT the appellant’s petition for review and VACATE the initial decision. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 BACKGROUND The appellant was employed as a Maintenance Mechanic Supervisor at the Beale Air Force Base in California. Initial Appeal File (IAF), Tab 1 at 1, 9. On March 7, 2020, the agency indefinitely suspended the appellant for issues related to his security clearance. IAF, Tab 6 at 11, Tab 11 at 51. On January 28, 2021, while the appellant was indefinitely suspended, the agency issued a notice proposing to remove him for one charge of conduct unbecoming a Federal employee (four specifications) after an agency investigation found that between March 2017 and June 2019 the appellant made claims for unauthorized charges for travel expenses in an estimated amount of $3,943.37. IAF, Tab 1 at 9-13. The proposal offered the appellant 10 days to respond. Id. at 10. On February 3, 2021, the appellant sent an email from his personal email account to several agency personnel, with the subject line “Letter of Resignation” and an attachment titled “G ZseDenny’s Resignation Ltr_6 Feb 21.” IAF, Tab 6 at 5. In the letter, the appellant asserted, “I wish to officially state that I am quite confused about this recent turn of events to have me removed from Federal Civil Service,” and explained that the appeal of his indefinite suspension was still pending. Id. at 8. He noted that “no one wants to be removed from [a] position, myself included—and most will resign before it comes to this” and posed questions such as “I cannot help but wonder why it is that you are suddenly trying to force me to resign?” Id. at 9. He concluded “[s]o, it is with protest and under much duress, due to this recent threat to my well-being and records, that I hereby resign my position . . . effective 6 February 2021.” Id. The appellant hand-delivered two printed copies of his letter to his supervisor and slid another copy under the door of another management official. Id. at 11, Tab 28 at 13. A human resources official copied on the email confirmed receipt of the appellant’s letter the next day. IAF, Tab 6 at 6. On March 12, 2021, Civilian Personnel Officer (CPO) Burlingame emailed the appellant seeking “clarity and confirmation” of his email. Id. at 10. She 3 asked the appellant to elaborate on his claim of duress so the agency could properly address his concerns and requested that he respond with a clear and voluntary statement of resignation within 10 days if he still wished to resign. Id. On March 16, 2021, the CPO telephoned the appellant and left a message regarding the same. IAF, Tab 29 at 105. The appellant did not respond. IAF, Tab 6 at 12. On April 2, 2021, the agency issued a decision letter removing the appellant from his position effective April 9, 2021. IAF, Tab 1 at 15. The appellant subsequently filed the instant, timely Board appeal arguing that the agency should have processed his resignation on February 6, 2021, and that the agency’s removal action should be considered invalid because his resignation terminated his employment and thus the agency had no authority to remove him. Id. at 6. He also argued, should the Board disagree on the resignation issue, that the agency violated his due process rights during the removal action by effectively denying him the opportunity to respond to the charges against him since the agency caused him to reasonably believe that he was resigned from his position and that he no longer had any reason to respond to the notice of proposed removal. Id. After considering the written record, the administrative judge issued an initial decision affirming the agency’s removal action. IAF, Tab 21 at 4, Tab 33, Initial Decision (ID) at 1. The administrative judge concluded that the appellant did not effectively resign because “the voluntariness” of his intent to resign “was sufficiently ambiguous [such] that the agency was not required to accept it.” ID at 6. The administrative judge determined that although the appellant clearly said he resigned and gave an effective date, he also said it was against his will, under duress, and with protest; he specifically asked the CPO for advice and thus should have expected further communication; and he left the agency in the awkward position of having an apparent resignation letter and an apparent statement that that resignation was involuntary. Id. The administrative judge also considered the appellant’s due process argument but found there was no merit to the 4 appellant’s claims because the agency gave him the opportunity to respond to the proposal. ID at 7-8. The administrative judge then determined that the agency proved its charge, that there was a nexus, and that the penalty of removal was reasonable. ID at 8-13. The appellant has filed a petition for review disputing the administrative judge’s findings on the resignation issue. Petition for Review (PFR) File, Tab 1 at 4-6. He reasserts the facts of his case and suggests that the administrative judge legally and factually erred because he fully and clearly resigned from his position prior to the removal.2 Id. The agency has filed a response. PFR File, Tab 3. The appellant filed a reply. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW An employee is free to resign at any time, to set the effective date of his resignation, and to have his reasons for resigning entered in his official records. 5 C.F.R. § 715.202(a). The Board has held that an employee’s expression of a present intent to resign must be definite and unequivocal and when it is ambiguous, the agency is not entitled to rely upon it. Hammond v. Department of the Navy, 50 M.S.P.R. 174, 181 (1991) (explaining that a conditional resignation may be ambiguous because a condition may add uncertainty as to whether a statement expresses a present or future intent to resign, and that the agency may contact an appellant to clarify such an ambiguity). In determining whether an employee has effectively resigned, the Board considers the totality of the circumstances. Balagot v. Department of Defense , 102 M.S.P.R. 96, ¶ 7 (2006) 2 In support of his argument, the appellant asserts that he followed the Office of Personnel Management’s “The Guide to Processing Personnel Actions” (GPPA) in tendering his resignation and he submits excerpts from the GPPA for the first time on review. PFR File, Tab 1 at 4-5, 7-47. Because the appellant raised this argument below and has failed to show that this evidence is new and material, we will not consider it. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (recognizing that, under 5 C.F.R. § 1201.115(d), the Board will not consider evidence submitted for the first time on review absent a showing that it was unavailable before the record was closed despite the party’s due diligence); see also IAF, Tab 28 at 15-16. 5 (citing Robinson v. U.S. Postal Service , 50 M.S.P.R. 433 (1991); Heinze v. Department of the Interior , 47 M.S.P.R. 375, aff’d, 949 F.2d 403 (Fed. Cir. 1991) (Table)). The Board has found that when an effective resignation moots a subsequent removal action, the administrative judge should not alternatively address the merits of the removal. Schumert v. U.S. Postal Service , 41 M.S.P.R. 350, 351-52 (1989). Here, we find that the administrative judge legally erred in concluding that the appellant did not effectively resign. The record shows that the subject line of the appellant’s February 3, 2021 email read, “Letter of Resignation” and the body stated, “Please find my letter of resignation attached. CPO: What is required to settle my records, leave, final-out, etc.” IAF, Tab 6 at 5; ID at 3. The appellant sent the email to multiple agency personnel, including his supervisor and human resources officials, and the attached letter clearly stated that he resigned and gave an effective date. IAF, Tab 6 at 5-9; ID at 6. The appellant explained in an affidavit that when he hand-delivered printed copies of the letter to his supervisor, the two had a conversation about his resignation and shook hands. IAF, Tab 28 at 13. Such circumstances clearly demonstrate that the appellant’s intent to resign was definite, unequivocal, and unconditional. Cf. Hammond v. Department of the Navy , 35 M.S.P.R. 644, 648 (1987) (finding that an appellant’s purported letter of resignation did not evince a definitive and unconditional resolve to resign when it was ambiguously and expressly conditioned upon an agency decision on his request for leave without pay, did not announce an effective date, and when the record did not disclose that the appellant engaged in any other conduct consistent with an intention to resign). The Board has found that employees have effectively resigned under circumstances much less calculated than those presented here. See Robinson, 50 M.S.P.R. at 438 (finding that the appellant’s statements and actions signified an intent to resign effective immediately when the appellant stated that he was quitting, left the premises before the end of his scheduled workday, and did not return to work for his 6 scheduled tours of duty the following 2 days); Heinze, 47 M.S.P.R. at 378 (similar). Although the appellant stated that he was resigning “with protest and under much duress” due to the “threat to [his] well-being and records,” the appellant’s reasons for resigning are beside the point for purposes of evaluating whether his February 3 letter and conduct constituted an effective resignation. IAF, Tab 6 at 9; see McDermott v. Department of Justice , 82 M.S.P.R. 19, ¶¶ 8-12 (1999) (separately analyzing whether the appellant’s resignation was effective and whether it was involuntary). The relevant inquiry is whether the appellant’s intent to resign was ambiguous, not whether the voluntariness behind that expressed intent was ambiguous. See Hammond, 50 M.S.P.R. at 181. Because the appellant’s expressed intent to resign was not ambiguous, the agency should have processed his resignation. Accordingly, we find that the administrative judge erred in concluding that the agency was not required to accept the appellant’s February 3 letter of resignation and by subsequently addressing and affirming the merits of the agency’s removal action. ORDER We ORDER the agency to rescind the removal action and to correct the appellant’s Standard Form 50 and other official records to reflect that he separated from the agency as the result of a resignation effective February 6, 2021. The agency must complete this action no later than 20 days after the date of this decision. We further ORDER the agency to tell the appellant promptly in writing when it believes it has fully carried out the Board’s Order and of the actions it has taken to carry out the Board’s Order. The appellant, if not notified, should ask the agency about its progress. See 5 C.F.R. § 1201.181(b). 7 No later than 30 days after the agency tells the appellant that it has fully carried out the Board’s Order, the appellant may file a petition for enforcement with the office that issued the initial decision on this appeal if the appellant believes that the agency did not fully carry out the Board’s Order. The petition should contain specific reasons why the appellant believes that the agency has not fully carried out the Board ’s Order, and should include the dates and results of any communications with the agency. 5 C.F.R. § 1201.182(a). This is the final decision of the Merit Systems Protection Board in this appeal. Title 5 of the Code of Federal Regulations, section 1201.113(c) (5 C.F.R. § 1201.113(c)). NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set forth at Title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees and costs WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion for attorney fees and costs with the office that issued the initial decision on your appeal. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 8 Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at 9 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, 10 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 11 petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 132 Stat. 1510. 12 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
ZseDenny_GregorySF-0752-21-0346-I-1__Final_Order.pdf
2024-05-17
GREGORY P. ZSEDENNY v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-0752-21-0346-I-1, May 17, 2024
SF-0752-21-0346-I-1
NP
1,427
https://www.mspb.gov/decisions/nonprecedential/Krause_MichaelSF-0752-17-0162-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL KRAUSE, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-0752-17-0162-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael Krause , Anchorage, Alaska, pro se. Benjamin Signer , Joint Base Andrews, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his indefinite suspension. On petition for review, he argues that his pro se status disadvantaged him in adjudicating his appeal, reargues that his indefinite suspension was due to discrimination and in retaliation for whistleblowing, challenges the administrative judge’s finding that he was not denied due process, and reasserts that he did not timely receive the indefinite suspension notice. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review.2 Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 2 The appellant has submitted copies of several documents as attachments with his reply to the agency’s response to the petition for review. Petition for Review (PFR) File, Tab 5 at 4-14. One of the provided emails was part of the record below and thus is not “new.” Id. at 5-13; compare PFR File, Tab 5 at 7, with IAF, Tab 17 at 20; see Okello v. Office of Personnel Management , 112 M.S.P.R. 563, ¶ 10 (2009) (noting that under 5 C.F.R. § 1201.115(d), the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it is both new and material); Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980) (explaining that evidence that is already a part of the record is not new). Three of the remaining four documents, a news article dated September 4, 2015, a letter from one of the appellant’s former coworkers dated January 11, 2016, and an August 16, 2016 email discussing the appellant’s meeting at the civilian personnel office, all predate the close of record in this case and thus are not “new.” The appellant has not explained why he did not submit these document below. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (holding that the Board will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). Regarding the final document, an email from agency counsel confirming receipt of one of the appellant’s exhibits, it is dated March 31, 2017, and thus postdates the close of record and the initial decision. PFR File, Tab 5 at 14. However, the appellant has not explained how this information is material, nor has he demonstrated that it warrants an outcome different from that of the initial decision, and so we have not considered it. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980).2 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Krause_MichaelSF-0752-17-0162-I-1__Final_Order.pdf
2024-05-17
MICHAEL KRAUSE v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-0752-17-0162-I-1, May 17, 2024
SF-0752-17-0162-I-1
NP
1,428
https://www.mspb.gov/decisions/nonprecedential/Krause_MichaelSF-0752-17-0324-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL KRAUSE, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-0752-17-0324-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael Krause , Anchorage, Alaska, pro se. Stephen A. Braunlich , Joint Base Andrews, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal from the agency for failing to maintain a condition of employment due to the revocation of his eligibility for assignment to duties designated as national security sensitive. On petition for review, the appellant makes the following arguments: he reasserts that his removal was due to discrimination and in retaliation for whistleblowing and that the agency 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). committed harmful error in connection with ordering him to undergo a medical evaluation; challenges the administrative judge’s finding that he was not denied due process; asserts that the agency provided him with incorrect guidance regarding his right to file a whistleblower retaliation complaint; and reargues that he did not timely receive the indefinite suspension notice. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). Regarding the appellant’s argument on review that that the agency provided him with incorrect guidance regarding his right to file a whistleblower complaint with the Office of Special Counsel (OSC) and that OSC “backed out” of his case, the appellant did not raise this issue during the adjudication of his appeal before the administrative judge. Petition for Review (PFR) File, Tab 1 at 4-5. The Board generally will not consider an argument raised for the first time in a petition for review absent a showing that it is based on new and material evidence not previously available despite the party’s due diligence. Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980). There has been no showing of these circumstances; thus, we need not consider the appellant’s argument. Nevertheless, the agency did advise the appellant in the decision notice that, if he intended to allege a prohibited personnel practice under 5 U.S.C. § 2302, he had the right to contact OSC. Initial Appeal File, Tab 4 at 24. The appellant has failed to demonstrate how the agency’s providing him with notice of his right to2 contact OSC prejudiced any of his substantive rights, further evidenced by the fact that he timely filed a Board appeal challenging his removal. After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review.2 Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. 2 The appellant submitted a pleading to the Board on October 9, 2017, advising of a change in his contact information and raising additional arguments in support of his petition for review. PFR File, Tab 4 at 4-8. The record on review closed on July 3, 2017, after the period for the appellant to file a reply to the agency’s response to his petition for review expired. 5 C.F.R. § 1201.114(k); PFR File, Tab 2 at 1-2, Tab 3 at 7. The appellant did not obtain leave from the Clerk of the Board to file any additional argument in support of his petition for review, and there has been no showing that the submission was new and material evidence not readily available before the record closed. For these reasons, although we have updated the appellant’s contact information, we have not considered the arguments made in this filing on review. 5 C.F.R. § 1201.114(k). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you4 were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Krause_MichaelSF-0752-17-0324-I-1__Final_Order.pdf
2024-05-17
MICHAEL KRAUSE v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-0752-17-0324-I-1, May 17, 2024
SF-0752-17-0324-I-1
NP
1,429
https://www.mspb.gov/decisions/nonprecedential/Dankwa_KingsleyAT-4324-19-0152-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KINGSLEY DANKWA, Appellant, v. DEPARTMENT OF LABOR, Agency.DOCKET NUMBER AT-4324-19-0152-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Kingsley Dankwa , Cordova, Tennessee, pro se. Monica Moukalif , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action under the Uniformed Services Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335) (USERRA). For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). REMAND the case to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND Effective November 25, 2019, the agency removed the appellant from his GS-13 supervisory position during his supervisory probationary period. Initial Appeal File (IAF), Tab 1 at 7-9. The agency returned the appellant to his prior GS-12 position. Id. at 9. The appellant filed an appeal in which he alleged that he was demoted as a result of his membership in the U.S. Army Reserve. Id. at 3-5. The administrative judge docketed the instant USERRA appeal.2 IAF, Tab 3. The appellant requested a hearing, IAF, Tab 1 at 2, which the administrative judge scheduled for June 10, 2019. IAF, Tab 10. However, because the appellant failed to submit a prehearing submission or appear for the scheduled telephonic prehearing conference, the administrative judge canceled the hearing, and scheduled a close of record conference, IAF, Tab 12 at 1-2, in which the appellant participated, IAF, Tab 14 at 1. Based on the written record, the administrative judge denied the appellant’s request for corrective action. IAF, Tab 19, Initial Decision (ID) at 8. He found that the Board had jurisdiction over the appeal. ID at 2. He also found that the appellant’s evidence that his supervisor was a poor manager was not probative of her alleged discriminatory animus based on military status. ID at 5-7. The administrative judge did not credit the appellant’s statements alleging that his supervisor commented negatively on the appellant’s military obligation. ID at 1-3, 7; IAF, Tab 1at 5, Tab 4 at 4. He concluded that the appellant failed to prove by a preponderance of the evidence that his military service was a substantial or motivating factor in the agency’s decision. ID at 7. 2 The administrative judge separately docketed the same initial appeal as a demotion appeal. Dankwa v. Department of Labor , MSPB Docket No. AT-315I-19-0150-I-1, Initial Decision (Mar. 26, 2019). He issued an initial decision dismissing the appeal for lack of jurisdiction and neither party petitioned for review. Id. at 1, 3.2 The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. In his petition, he argues that the administrative judge improperly denied him a hearing. Id. at 3. He states that he was unable to be at the scheduled prehearing conference due to the sickness of his daughter and that he explained this to the administrative judge during the close of record conference. Id. The agency has not responded to the petition for review. ANALYSIS The Board employs a liberal approach in determining whether an appellant has established the Board’s jurisdiction under USERRA, and the relative weakness of an appellant’s assertions in support of his claim is not a basis for a jurisdictional dismissal. Swidecki v. Department of Commerce , 113 M.S.P.R. 168, ¶ 6 (2010). Rather, if an appellant fails to develop his contentions, his claim should be denied on the merits. Id. Once an appellant has established the Board’s jurisdiction over his USERRA appeal, he has a right to a hearing on the merits of his claim. Gossage v. Department of Labor , 118 M.S.P.R. 455, ¶ 10 (2012). In a USERRA discrimination case under 38 U.S.C. § 4311(a), such as the instant appeal, “[a] person who . . . has performed . . . service in a uniformed service shall not be denied initial employment, reemployment, retention in employment, promotion, or any benefit of employment by an employer on the basis of that . . . performance of service.” To establish jurisdiction over a USERRA discrimination claim before the Board, an appellant must nonfrivolously allege that: (1) he performed duty or has an obligation to perform duty in a uniformed service of the United States; (2) the agency denied him initial employment, reemployment, retention, promotion, or any benefit of employment; and (3) the denial was due to his performance of duty or obligation to perform duty in the uniformed service. Id. 3 We agree with the administrative judge’s finding that the appellant established jurisdiction over his appeal. ID at 1-2. He provided evidence of orders for active duty in 2017 and 2018, IAF, Tab 4 at 5-10, and that he informed his supervisor that he anticipated future orders, IAF, Tab 1 at 5, Tab 4 at 4. According to the appellant, the agency subsequently returned him to his prior grade level, effectively demoting him one grade. IAF, Tab 13 at 13. Further, the appellant alleged that his demotion was due to his obligation to perform duty in a uniformed service. IAF, Tab 4 at 4. An allegation that an employer took or failed to take certain actions based on an individual’s military status or obligations in violation of USERRA constitutes a nonfrivolous allegation entitling the appellant to Board consideration of his claim. Michaels v. Department of Defense , 112 M.S.P.R. 676, ¶ 7 (2009). The appellant alleged that his supervisor decided to demote him when she found out that he was in the U.S. Army Reserve and he was required to drill at least 2 weeks or more a year and once a month on the weekend. IAF, Tab 1 at 5. The appellant alleged that his supervisor asked him how he was going to balance the competing demands of managing his staff and fulfilling his military obligations. Id. USERRA requires the Board to provide a hearing on the merits when an appellant requests one. 38 U.S.C. § 4324c)(1); Kirkendall v. Department of the Army , 479 F.3d 830, 844 (Fed. Cir. 2007). Thus, the appellant has a right to a hearing on the merits of his claim. See Gossage, 118 M.S.P.R. 455, ¶ 10. The appellant did not waive his right to a hearing. Absent the appellant’s waiver of his right to a hearing, the administrative judge’s cancelation of the hearing is in fact a sanction. Stein-Verbit v. Department of Commerce , 72 M.S.P.R. 332, 337 (1996). Here, the administrative judge’s cancelation was an apparent sanction for the appellant’s failure to participate in the prehearing teleconference or submit prehearing submissions. IAF, Tab 10, Tab 12 at 1. The appellant’s right to a hearing should not be denied as a sanction absent4 extraordinary circumstances. Wildberger v. Small Business Administration , 63 M.S.P.R. 338, 346 (1994). We find that the type of “extraordinary circumstances” that might warrant the extreme sanction of cancelation of a hearing are lacking in this case. Although the administrative judge states that the appellant failed to file prehearing submissions and failed to appear for a prehearing conference, the administrative judge directed both of these actions in one order. IAF, Tab 10 at 2, 4. Further, in response to the order canceling the hearing, the administrative judge scheduled a close of record conference in which the appellant participated. The administrative judge stated that, during the conference, the appellant explained that he did not participate in the prehearing conference because he was caring for his sick child and he was not aware that filing a prehearing submission was required. IAF, Tab 14 at 1 n.1. The appellant’s explanation offers a reasonable basis for his failure to participate in the prehearing conference. On review, he restates under penalty of perjury that he was unable to attend the prehearing conference “due to the sickness of [his] daughter.” PFR File, Tab 1 at 3-4. The agency has not rebutted the appellant’s assertion. Therefore, we accept his assertion that he did not attend the prehearing conference because his daughter was ill. See Melendez v. Department of Veterans Affairs , 73 M.S.P.R. 1, 4 (1996) (explaining that unrebutted sworn statements are competent evidence of the matters asserted therein). The appellant’s failure to participate in a prehearing conference does not warrant denial of a hearing. See Stein-Verbit , 72 M.S.P.R. at 338 (concluding that an appellant’s failure to participate in two prehearing teleconferences, in one case due to illness and in another due to lack of notice, did not warrant the extreme sanction of denial of a hearing). As to the appellant’s failure to file prehearing submissions, his single failure to comply with the administrative judge’s orders is not sufficient to show lack of due diligence, negligence, or bad faith in his compliance with the Board’s orders such as would justify canceling5 the appellant’s requested hearing. See Sims v. U.S. Postal Service , 88 M.S.P.R. 101, ¶¶ 7-8 (2001); Hart v. Department of Agriculture , 81 M.S.P.R. 329, ¶¶ 5-7 (1999) (finding that an inadvertent failure to comply with an administrative judge’s order was not an extraordinary circumstance that warranted the extreme sanction of denial of a hearing). Thus, here, the administrative judge improperly canceled the hearing and the appellant is entitled to the hearing he sought in his USERRA appeal. To the extent that the appellant disagrees with the administrative judge’s credibility findings, we decline to examine those findings here. PFR File, Tab 1 at 4. After holding a hearing, the administrative judge will issue a new initial decision with new credibility determinations consistent with the requirements of Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987). In reaching this conclusion, we do not intend to imply that the appellant handled his appeal flawlessly. On remand, the appellant must be diligent in complying with the administrative judge’s orders and in pursuing his appeal to avoid the imposition of sanctions necessary to serve the ends of justice. ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this remand order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Dankwa_KingsleyAT-4324-19-0152-I-1__Remand_Order.pdf
2024-05-17
KINGSLEY DANKWA v. DEPARTMENT OF LABOR, MSPB Docket No. AT-4324-19-0152-I-1, May 17, 2024
AT-4324-19-0152-I-1
NP
1,430
https://www.mspb.gov/decisions/nonprecedential/Bruner_RobertCH-3330-22-0217-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT BRUNER, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER CH-3330-22-0217-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Robert Bruner , East Bernstadt, Kentucky, pro se. Kara Berlin , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action pursuant to the Veterans Employment Opportunities Act of 1998 (VEOA). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant reasserts that the agency violated his rights under VEOA by failing to apply veterans’ preference to his application, and in determining him ineligible for the vacancy based on his veterans’ preference status. Petition for Review (PFR) File, Tab 1 at 4-5. He argues, as he did below, that “the agency already had access to [his electronic Official Personnel File], which contained documentation sufficient to show his service-connected disability rating.” Id. at 6-7. However, as the appellant acknowledged below, he did not submit the required documents to prove his entitlement to veterans’ preference as a disabled veteran to the agency to support his application for the position at issue. Initial Appeal File, Tab 1 at 5. Absent such proof, the agency was not required to afford the appellant the claimed preference. See Badana v. Department of the Air Force , 104 M.S.P.R. 182, ¶ 14 (2006) (denying the appellant’s request for corrective action under VEOA when he claimed that the agency should have afforded him the rights of a disabled veteran when he applied for a position, but he did not submit, with his job application, evidence to establish his status as a disabled veteran). Therefore, the appellant has not shown that the agency violated his rights under a statute or regulation related to veterans’ preference.2 The appellant provides two documents for the Board’s consideration on review.2 PFR File, Tab 1 at 9-11. The Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision. Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980); 5 C.F.R. § 1201.115(d). The appellant’s document submitted for the first time on review is an email regarding an unrelated position wherein it provides, in relevant part, that applicants must provide documents verifying preference eligibility if selected. PFR File, Tab 1 at 10-11. He argues that this email establishes that the agency could have referred him for final consideration without veterans’ verification documents and requested such information upon his selection. PFR File, Tab 1 at 5-6. We disagree. The appellant’s new evidence is unrelated to the application herein. The agency provided explicit instructions in the vacancy announcement on what applicants were required to submit to claim veterans’ preference based on a service-connected disability, and the appellant failed to do so. IAF, Tab 21 at 27-28; PFR File, Tab 1 at 5. The appellant’s new evidence does not warrant a different outcome. We therefore decline to consider it further. Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). 2 One of the documents the appellant included with his petition for review is in the record below and thus provides no basis to disturb the initial decision. PFR File, Tab 1 at 9; IAF Tab 21 at 21; see Brough v. Department of Commerce , 119 M.S.P.R. 118, ¶ 4 (2013) (observing that the Board will grant a petition for review based on new and material evidence under certain circumstances, but that evidence that is already a part of the record is not new). We decline to discuss this document further. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the5 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of6 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Bruner_RobertCH-3330-22-0217-I-1__Final_Order.pdf
2024-05-17
ROBERT BRUNER v. DEPARTMENT OF JUSTICE, MSPB Docket No. CH-3330-22-0217-I-1, May 17, 2024
CH-3330-22-0217-I-1
NP
1,431
https://www.mspb.gov/decisions/nonprecedential/McFarlane_KenroyAT-0752-23-0007-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KENROY MCFARLANE, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER AT-0752-23-0007-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Kenroy McFarlane , Homestead, Florida, pro se. Brandon Roby , Esquire, Fort Meade, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed his removal appeal as untimely filed. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the Atlanta Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2On August 22, 2022, the agency issued its decision to remove the appellant from his position as an Information Technology Cybersecurity Specialist, effective August 24, 2022. Initial Appeal File (IAF), Tab 5 at 37-44. At the time of his removal, the appellant had at least one pending equal employment opportunity (EEO) complaint with the agency. IAF, Tab 3 at 5. On or around August 30, 2022, the appellant notified the agency’s EEO specialist that he wished to include additional information for his pending EEO complaint, namely, his removal from Federal service, which he claimed was retaliation for his EEO activity. Id. at 5-6. The agency’s EEO specialist responded that the removal “would not be considered adding ‘additional information’ to [his] pending EEO complaint,” but “would be considered an amendment to include an additional claim that must be investigated.” Id. at 5. However, on September 6, 2022, the EEO specialist referred the appellant’s removal claim to an EEO counselor, who contacted the appellant to initiate EEO counseling, which is the first step in the informal EEO complaint process.2 Petition for Review (PFR) File, Tab 1 at 8, 11-13, 18-19, 32-35. By letter dated September 28, 2022, the EEO counselor informed the appellant that his claims could not be resolved through EEO counseling and that he had the right to file an individual discrimination complaint. IAF, Tab 3 at 3-4. ¶3On October 7, 2022, the appellant filed a separate EEO complaint regarding his removal. PFR File, Tab 1 at 15-17. Two days before the appellant filed his EEO complaint, the appellant filed a Board appeal, alleging that he was removed in retaliation for his EEO activity, and requested a hearing. IAF, Tab 1 at 2-3. The administrative judge issued an order notifying the appellant that there was a 2 On petition for review, the appellant has provided additional documentation, including emails with the EEO specialist and EEO counselor, as well as a copy of an October 7, 2022 EEO complaint, confirming that his removal claim was processed as a new EEO claim that resulted in a separate EEO complaint, rather than as an amendment to his existing EEO complaint. PFR File, Tab 1 at 8, 11-13, 15-19, 32-35. 2 question regarding the timeliness of his appeal, informing the appellant of the applicable law relevant to the timeliness issue, and providing the appellant with an opportunity to submit evidence and argument establishing that his appeal was either timely filed, or that good cause exists for the delay in filing. IAF, Tab 7. The appellant did not respond, and without holding the requested hearing, the administrative judge dismissed the appeal as untimely filed without good cause shown. IAF, Tab 9, Initial Decision (ID). ¶4The appellant has filed a petition for review arguing that his appeal was timely filed, or there was good cause for the filing delay, because he pursued his removal claim through the EEO process prior to filing his appeal with the Board. PFR File, Tab 1. The agency did not respond to the appellant’s petition for review. DISCUSSION OF ARGUMENTS ON REVIEW ¶5Generally, an appeal of an agency action must be filed no later than 30 days after the effective date of the action being appealed, or 30 days after the date of the receipt of the agency’s decision, whichever is later. Miranne v. Department of the Navy, 121 M.S.P.R. 235, ¶ 8 (2014); 5 C.F.R. § 1201.22(b)(1). The procedures and filing deadlines for mixed cases, however, are somewhat different. Miranne, 121 M.S.P.R. 235, ¶ 8. A mixed case arises when an employee has been subject to an action that is appealable to the Board, and he alleges that the action was effected, in whole or in part, because of discrimination. Id. Pursuant to the procedures set forth at 5 U.S.C. § 7702, an appellant has two options when filing a mixed case: he may initially file a mixed-case complaint with the agency, followed by an appeal to the Board, or he may file a mixed -case appeal with the Board and raise his discrimination claim in connection with his appeal. Id. An employee may file either a mixed -case complaint with the agency or a mixed -case appeal with the Board, but not both, and whichever is filed first is deemed to be the employee’s election to proceed in3 that forum. Id. If an appellant files a timely mixed -case EEO complaint with the agency prior to appealing to the Board, the right to appeal to the Board does not vest until either the agency issues a final agency decision (FAD) on the complaint or 120 days have elapsed from the date the complaint was filed with the agency. Id., ¶ 9. ¶6The administrative judge determined that, while there was evidence that the appellant pursued EEO counseling, the appellant had not elected to proceed in the EEO forum because there was no evidence that he had filed an EEO complaint. ID at 4 n.2. We disagree. The record shows that when the appellant contacted the agency’s EEO specialist on August 30, 2022, his intent was to pursue his removal claim through the EEO forum by amending his pending EEO complaint to include the removal. IAF, Tab 3 at 5-6. Furthermore, the agency’s EEO specialist confirmed that the appellant’s removal claim would be treated as an amendment to his pending complaint. Id.; PFR File, Tab 1 at 9, 20. Instead, however, the EEO specialist referred the removal claim to an EEO counselor, who then processed the claim as if it were new, forcing the appellant to ultimately file a separate EEO complaint regarding his removal. IAF, Tab 3 at 3-4; PFR File, Tab 1 at 8, 11-13. ¶7Pursuant to Equal Employment Opportunity Commission (EEOC) regulations, a complainant may amend a complaint at any time prior to the conclusion of the investigation to include issues or claims like or related to those raised in the complaint without additional counseling. Cano v. U.S. Postal Service, 107 M.S.P.R. 284, ¶ 15 (2007); 29 C.F.R. § 1614.106(d). Moreover, the Board has held that it is the employee’s election of forum that governs the processing of a complaint, and not the manner in which the agency processes the complaint. Miranne, 121 M.S.P.R. 235, ¶ 14 (emphasis in original); see also Lang v. Merit Systems Protection Board , 219 F.3d 1345, 1347-48 (Fed. Cir. 2000) (“The mere erroneous prior treatment of [the appellant’s] complaint by the EEO and subsequent erroneous treatment of [the appellant’s] appeal by the MSPB4 cannot turn [the appellant’s] clearly pled mixed case complaint into one subject to the appellate timing rules of a non-mixed case complaint.”). Prior to filing his Board appeal, the appellant elected to pursue his removal claim through the EEO forum, as he expressed a clear intent to amend his existing EEO complaint to include his removal. IAF, Tab 3 at 5-6. It was the agency that processed the removal claim as a new claim, ultimately requiring him to file a separate EEO complaint. Id. at 3-4; PFR File, Tab 1 at 8, 11-13. Therefore, even though the appellant filed an EEO complaint after he filed his Board appeal, we find that he nevertheless elected prior to the filing of his Board appeal to pursue his removal claim through the EEO forum. ¶8Thus, we find that this is an appeal from a mixed -case complaint, and the administrative judge should have applied the filing time limits set forth in 5 U.S.C. § 7702. Because there is no evidence that a FAD has been issued,3 per 5 U.S.C. § 7702(e)(2), the appellant may file a Board appeal after 120 days have passed from the date he elected to proceed in the EEO forum, which here is the date he requested to amend his pending EEO complaint. Accordingly, the appellant should have waited until at least December 29, 2022, to file his appeal with the Board. Consequently, although the appellant’s October 5, 2022 appeal is timely filed, it is premature. Nevertheless, when an appellant prematurely files an appeal with the Board after electing to initially file a complaint of discrimination with the agency, the administrative judge should either dismiss the appeal without prejudice, or, if it will ripen in a short time, may hold the appeal rather than dismiss it. 5 C.F.R. § 1201.154(c). Furthermore, it is the Board’s practice to adjudicate an appeal that was premature when filed, but ripens while pending before the Board, as is the case here. Bent v. Department of State , 123 M.S.P.R. 304, ¶ 6 (2016). Accordingly, because the appeal is now ripe, we grant the appellant’s petition for review, vacate the initial decision, which 3 If a FAD has been issued, then the appellant has 30 days from the receipt of the FAD to file a Board appeal. 5 C.F.R. § 1201.154(b)(1).5 dismissed the appeal as untimely filed, and remand the appeal for adjudication of the merits of the agency’s removal action and any affirmative defenses. ORDER ¶9For the reasons discussed above, we remand this case to the Atlanta Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
McFarlane_KenroyAT-0752-23-0007-I-1__Remand_Order.pdf
2024-05-17
KENROY MCFARLANE v. DEPARTMENT OF DEFENSE, MSPB Docket No. AT-0752-23-0007-I-1, May 17, 2024
AT-0752-23-0007-I-1
NP
1,432
https://www.mspb.gov/decisions/nonprecedential/Harrup_Joan_C_DC-0752-18-0667-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOAN C. HARRUP, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-0752-18-0667-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Chungsoo J. Lee , Jenkintown, Pennsylvania, for the appellant. Daniel W. Moebs , Esquire, Richmond, Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed her involuntary retirement appeal for lack of jurisdiction and, in the alternative, as untimely filed. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the Washington Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND The appellant, who served as a GS-11 Contract Administrator for the Defense Logistics Agency Aviation in Richmond Virginia, retired from her position effective May 31, 2014, listing the agency’s denial of her request for reasonable accommodation and her eligibility for retirement as her reasons for doing so. Initial Appeal File (IAF), Tab 10 at 4, Tab 11 at 4, 27. On September 16, 2015 she filed an informal equal employment opportunity (EEO) complaint alleging that the agency had denied her a reasonable accommodation. IAF, Tab 10 at 10, Tab 21 at 4. On December 17, 2015, she filed a formal EEO complaint, and asserted therein that she was forced to retire. IAF, Tab 16 at 67-71, Tab 21 at 4. She requested a hearing before an Equal Employment Opportunity Commission (EEOC) administrative judge, who dismissed the complaint as untimely filed on June 23, 2017, and remanded the matter to the agency for issuance of a Final Agency Decision (FAD). IAF, Tab 10 at 29-30, Tab 21 at 5. The agency issued an August 3, 2017 FAD finding that the appellant failed to make initial contact with an EEO counselor within 45 days of her alleged involuntary retirement and dismissing the complaint as untimely filed. IAF, Tab 10 at 32-33, Tab 21 at 5. The appellant sought review of the FAD before the EEOC’s Office of Federal Operations (OFO). IAF, Tab 10 at 36-37. After OFO denied her appeal, she requested that it reconsider its decision. Id. In an April 18, 2018 decision, OFO denied her request. IAF, Tab 10 at 36-38, Tab 21 at 5. The appellant filed this appeal on July 16, 2018. IAF, Tab 1. In addition to the acknowledgment order, the administrative judge issued an order on jurisdiction and timeliness. IAF, Tabs 2-3. On the jurisdictional issue, the appellant asserted that she was forced to retire when the agency suddenly denied her an ongoing and long-time accommodation. IAF, Tab 9 at 4. On the timeliness issue, the appellant argued that the agency failed to give her notice of her Board appeal rights when she retired, or at any point during the2 processing of her EEO complaint. IAF, Tab 21 at 4-6. She claimed her former attorney did not explain the procedural requirements for filing a mixed case and that she was unaware of her right to do so until she hired her current representative on June 20, 2018. Id. at 5-6. She asserted that she timely filed this Board appeal after her new representative explained to her that she could do so. Id. at 6. Without holding the appellant’s requested hearing, the administrative judge dismissed the appeal for lack of jurisdiction, finding that the appellant failed to make a nonfrivolous allegation that the agency coerced her retirement. IAF, Tab 1 at 2, Tab 24, Initial Decision (ID) at 15-21. In the alternative, the administrative judge found that, even if the appellant established jurisdiction over her alleged involuntary retirement, the appeal was untimely filed without good cause shown for the delay. ID at 21-28. In her petition for review, the appellant challenges both findings. Petition for Review (PFR) File, Tab 1. The agency has responded to the appellant’s petition for review and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The appeal must be remanded for a jurisdictional hearing because the appellant made a nonfrivolous allegation that her retirement was involuntary. The administrative judge found that the appellant failed to make a nonfrivolous allegation that the agency coerced her retirement. ID at 15-21. However, the Board had repeatedly held that a jurisdictional hearing is warranted when, as here, the appellant alleges that her decision to retire was coerced because the agency denied a reasonable accommodation that would have permitted her to perform her job duties. See, e.g., Hosozawa v. Department of Veterans Affairs , 113 M.S.P.R. 110, ¶¶ 6-7 (2010) (remanding the appeal for a jurisdictional hearing because the appellant alleged that her resignation was involuntary for the reason that the agency denied her request for a reasonable accommodation (telecommuting) that, according to her doctor, would have3 permitted her to continue to work full-time despite her medical condition); Carey v. Department of Health and Human Services , 112 M.S.P.R. 106, ¶¶ 7-9 (2009) (same); Hernandez v. U.S. Postal Service , 74 M.S.P.R. 412, 418-19 (1997) (finding that because the agency’s evidence that the appellant had exaggerated his symptoms constituted mere factual contradiction of the appellant’s otherwise adequate prima facie showing of jurisdiction, the administrative judge erred in weighing the evidence and resolving the conflicting assertions of the parties and dismissing the appellant’s alleged involuntary resignation appeal without holding a hearing). Without any analysis, the administrative judge distinguished these cases because the decisions did not contain a detailed discussion on the specific facts and evidence introduced by the appellant. ID at 21 n.23. Nevertheless, the exact same situation described in Hosozawa and Carey is present in this matter. The agency in each instance denied an appellant’s request for an accommodation that her doctor asserted would have permitted her to continue to work. IAF, Tab 1 at 5-6, Tab 11 at 18, 24; Hosozawa, 113 M.S.P.R. 110, ¶ 7; Carey, 112 M.S.P.R. 106, ¶ 7. The lack of a detailed discussion of the evidence in those decisions reflects that, once an appellant presents nonfrivolous allegations of Board jurisdiction, i.e., allegations of fact that, if proven, would establish the Board’s jurisdiction, she is entitled to a hearing at which she must prove jurisdiction by a preponderance of the evidence. Carey, 112 M.S.P.R. 106, ¶ 6. Accordingly, the appellant is entitled to a jurisdictional hearing. On remand, the administrative judge should take additional evidence on the issue of timeliness. Because we have determined that the appellant made a nonfrivolous allegation that her retirement was involuntary, we must address the timeliness of her appeal. In an appropriate case, an administrative judge may assume that an appealable action occurred and that the appellant has standing to appeal and may proceed to dismiss an appeal as untimely filed if the record on timeliness is sufficiently developed. Brown v. U.S. Postal Service , 115 M.S.P.R. 609, ¶ 5,4 aff’d per curiam , 469 F. App’x 852 (Fed. Cir. 2011). Such an approach is not appropriate, however, if the jurisdictional and timeliness issues are inextricably intertwined, that is, if resolution of the timeliness issue depends on whether the appellant was subjected to an appealable action. Id. The issues of timeliness and jurisdiction are typically inextricably intertwined in an appeal based on an alleged involuntary retirement because if the agency has subjected the employee to an appealable action then the agency’s failure to inform an employee of her right to appeal may excuse an untimely filed Board appeal. Id. Generally, an appellant may establish good cause for an untimely filing of an involuntary resignation or retirement appeal if, at the time of the employee’s resignation or retirement, the agency knew or should have known of facts indicating that the action was involuntary but did not inform the appellant of her appeal rights. Id. If an agency failed to advise an employee of appeal rights when it should have done so, the appellant is not required to show that she exercised due diligence in attempting to discover her appeal rights; rather, the appellant must show that she was diligent in filing an appeal after learning that she could do so. Id.; Gingrich v. U.S. Postal Service , 67 M.S.P.R. 583, 588 (1995). The appellant indicated in her retirement paperwork that she was retiring, in pertinent part, because agency management denied her request for reasonable accommodation. IAF, Tab 11 at 4, 27. She also indicated in her formal EEO complaint that she was forced to retire when her supervisor denied her reasonable accommodation. IAF, Tab 16 at 69. In the letter accepting her formal EEO complaint for investigation, the agency acknowledged the issue as whether the appellant had retired when the agency denied her reasonable accommodation because she “believed [she] had no recourse.” IAF, Tab 10 at 21. She also argued constructive discharge in a brief before the EEOC. IAF, Tab 14 at 157-61. When, as here, an employee puts an agency on notice that she considers an action to be involuntary, it triggers a duty on the part of the agency to provide the employee with appeal rights. See Gingrich, 67 M.S.P.R. at 587 (1995). Thus, we5 find that the agency should have provided the appellant with notice of her Board appeal rights when she retired. The record does not reflect that it did so. Nevertheless, the administrative judge found that the appellant understood that her involuntary retirement claim constituted a mixed case appealable to the Board. ID at 24-28. He based his finding on the fact that, in 2013, the appellant filed a furlough appeal with the Board; in September 2015, the agency advised her of her mixed-case appeal rights in connection with her EEO complaint; and in February 2017, her prior attorney, who was experienced in EEO law, recognized the appellant’s EEO complaint was mixed and her alleged constructive suspension was appealable to the Board. ID at 23-26. Because we are remanding this appeal for further proceedings related to jurisdiction, we do not reach the timeliness issue. See Brown, 115 M.S.P.R. 609, ¶¶ 5, 8. Nonetheless, we address the administrative judge’s timeliness finding to provide further guidance for processing the appeal on remand. When, as here, an agency has an obligation to provide notice of appeal rights, the obligation is not satisfied by a mere reference to Board appeal rights. Drose v. U.S. Postal Service , 85 M.S.P.R. 98, ¶ 10 (2000). In addition, general notice of Board appeal rights from a source other than the agency does not excuse the agency’s failure to inform an employee of her appeal rights, when the notice does not inform her of the time limit for filing an appeal and lacks other information on where and how to file such an appeal. Id. The appellant filed her furlough appeal in 2013, after the agency specifically advised her of her right to do so. Harrup v. Department of Defense , MSPB Docket No. DC-0752-13-5718-I-1, Initial Appeal File (5718 IAF), Tab 1 at 13-15. During that appeal, the agency did not advise the appellant that she might have the right to appeal an alleged involuntary retirement. See Gingrich, 67 M.S.P.R. at 588 (finding that a widely -publicized Board decision regarding the right to appeal certain reassignments as reduction-in-force demotions was insufficient to put an appellant on notice that he might be able to appeal his retirement as6 involuntary). Instead, the agency’s 2013 furlough decision specifically advised the appellant that she could appeal “this [furlough] action,” without explaining why the action was appealable. 5718 IAF, Tab 1 at 13-14. Similarly, we disagree with the administrative judge’s finding that the agency’s September 2015 letter related to the appellant’s EEO complaint of her alleged involuntary retirement put her on notice of her appeal rights. ID at 24; IAF, Tab 16 at 67-71, 114-29. That letter explained to the appellant that “[i]f [her] claim is related or stems from an action that can be appealed to the [Board],” it is a mixed case to which mixed-case procedures apply. IAF, Tab 16 at 117, 125. It did not identify the appellant’s claim as raising a matter appealable to the Board, or advise her that an alleged involuntary suspension was an appealable action. Id. Thus, the letter was insufficient notice. Finally, the administrative judge cited a February 2017 brief submitted by the appellant’s then-attorney in her EEOC appeal as evidence that the appellant knew of her Board appeal rights. ID at 24-25. In that brief, the attorney acknowledged that the appellant could pursue an involuntary retirement claim before the Board, but argued that it belonged before the EEOC because the appellant raised it in an amendment to her EEO complaint, and not in the initial complaint.2 IAF, Tab 14 at 157-61. The administrative judge imputed to the appellant her attorney’s error in failing to file a Board appeal upon recognizing that the appellant could do so. ID at 26-27. As the administrative judge observed, an appellant is responsible for the errors of her chosen representative in failing to meet a filing deadline. ID at 26-27; Gaetos v. Department of Veterans Affairs , 121 M.S.P.R. 201, ¶ 6 (2014). Nonetheless, an appellant is not accountable for her attorney’s errors when her diligent efforts to prosecute her appeal were, without her knowledge, thwarted by her representative’s deceptions or negligence. Herring v. Merit 2 The attorney served a copy of this brief on agency counsel, but the certificate of service does not reflect that he mailed a copy to appellant. IAF, Tab 14 at 164.7 Systems Protection Board , 778 F.3d 1011, 1015 -18 (Fed. Cir. 2015); Crawford v. Department of State , 60 M.S.P.R. 441, 445-46 (1994). The appellant provided a sworn declaration below that, on June 20, 2018, when she retained her current representative, she learned for the first time she could appeal her involuntary retirement to the Board as a mixed case.3 IAF, Tab 1 at 8. In a second sworn declaration, she averred that her former attorney never explained to her that she “had the right to file [a] forced retirement claim with [the Board].” IAF, Tab 23 at 4. Unrebutted sworn statements are competent evidence of the matters asserted therein. See Aldridge v. Department of Agriculture , 110 M.S.P.R. 21, ¶ 9 (2008). Although the appellant has provided evidence that her attorney was negligent, on the record before us we cannot determine whether the appellant made diligent efforts to pursue her appeal. The record does not reflect if the appellant regularly contacted her attorney or the extent to which, if at all, her long-term cognitive impairment affected her ability to maintain such contact or understand its importance. IAF, Tab 11 at 6 -7, 9-10, 18, Tab 12 at 5. These facts may be relevant to determining whether the appellant’s diligent efforts to prosecute her appeal were, without her knowledge, thwarted by her representative’s deceptions or negligence. Herring, 778 F.3d at 1014-15 (considering the appellant’s relevant medical conditions and her contact with her attorney just days prior to the deadline as favorable factors in determining whether she acted with due diligence in filing her appeal despite her attorney’s error in untimely filing). In addition, because the timeliness and jurisdictional issues are intertwined, we cannot resolve the timeliness issue first. Therefore, we remand this appeal. On remand, the administrative judge must first determine whether the Board has jurisdiction over the appeal after holding the appellant’s requested hearing. IAF, Tab 1 at 2; Brown, 115 M.S.P.R. 609, ¶ 5. Because, as discussed above, 3 The appellant filed her appeal on July 16, 2018, 26 days later. IAF, Tab 1; see 5 C.F.R. § 1201.22(b)(1) (providing that an appellant generally must appeal within 30 days of learning of the agency’s decision).8 timeliness and jurisdiction are intertwined here, the administrative judge should also hear issues related to the timeliness issue. After holding that hearing, he can make his final determination as to both issues. The administrative judge previously suspended discovery deadlines at the appellant’s request. IAF, Tab 13. Prior to holding the hearing, he should inquire whether the parties wish to engage in discovery and, if so, provide them an opportunity to do so. ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Harrup_Joan_C_DC-0752-18-0667-I-1__Remand_Order.pdf
2024-05-17
JOAN C. HARRUP v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-0752-18-0667-I-1, May 17, 2024
DC-0752-18-0667-I-1
NP
1,433
https://www.mspb.gov/decisions/nonprecedential/Youngs_ToddDE-4324-19-0023-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TODD YOUNGS, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER DE-4324-19-0023-I-1 DATE: May 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Todd Youngs , Las Cruces, New Mexico, pro se. Marcus Alonzo Mitchell , Albuquerque, New Mexico, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action under Uniformed Services Employment and Reemployment Rights Act of 1994. On petition for review, the appellant argues that the administrative judge erred in refusing to allow the appellant to submit evidence that he had obtained through a Freedom of Information Act (FOIA) request and contends the administrative judge failed to consider some 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). hearing testimony. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). Contrary to the appellant’s assertion, the administrative judge did not err in excluding certain of the appellant’s submissions. Two days before the scheduled telephonic hearing, the appellant submitted evidence that included information obtained from New Mexico State University (NMSU) through a FOIA request. Initial Appeal File (IAF), Tab 24. The appellant represented that he submitted the evidence as soon as he received it. At the start of the hearing, the agency opposed admission of the information because of its late submission. IAF, Tab 26, Hearing Recording, Track 1. The administrative judge ruled that the NMSU information would not be admitted, agreeing with the agency that its submission 2 days before the hearing did not afford the agency sufficient time to review it. Id. In order to obtain reversal of an initial decision on the ground that the administrative judge abused his discretion in excluding evidence, the petitioning party must show on review that relevant evidence that could have affected the outcome was disallowed. Jezouit v. Office of Personnel Management ,2 97 M.S.P.R. 48, ¶ 12 (2004), aff’d, 121 F. App’x 865 (Fed. Cir. 2005). The appellant has failed to explain the relevance of the information that he received pursuant to a FOIA request and how it would have affected the outcome of his appeal. Thus, he failed to show that the administrative judge disallowed any relevant evidence. Accordingly, the appellant has not shown that the administrative judge abused his discretion. To the extent that the appellant is asserting that the administrative judge did not admit the proffered evidence because it was obtained using FOIA, his assertion misrepresents the administrative judge’s ruling. The administrative judge did not admit the information from NMSU because the agency did not have sufficient time to review it. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain4 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 5 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Youngs_ToddDE-4324-19-0023-I-1__Final_Order.pdf
2024-05-17
TODD YOUNGS v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. DE-4324-19-0023-I-1, May 17, 2024
DE-4324-19-0023-I-1
NP
1,434
https://www.mspb.gov/decisions/nonprecedential/Latimer_Elizabeth_A_DC-0351-18-0449-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ELIZABETH A. LATIMER, Appellant, v. CORPORATION FOR NATIONAL AND COMMUNITY SERVICE, Agency.DOCKET NUMBER DC-0351-18-0449-I-1 DATE: May 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 E. Neal , Esquire, Annapolis, Maryland, for the appellant. Diane Bradley , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which sustained the appellant’s separation through reduction in force (RIF) procedures. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND this appeal to the Washington Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND The agency separated the appellant from her AmeriCorps Volunteers in Service to America Publication Specialist position through RIF procedures. Initial Appeal File (IAF), Tab 9 at 23-26. The separation notice informed the appellant that she could challenge her separation by filing a grievance in accordance with the applicable collective bargaining agreement between the agency and the union representing the appellant and that the grievance procedure was the exclusive remedy for challenging the RIF action. Id. at 24. However, the notice also informed the appellant that, in lieu of filing a grievance, she could initiate a discrimination complaint under the equal employment opportunity (EEO) procedures if she believed that the separation was taken against her because of her race, color, sex, national origin, disability, religion, age, or prior EEO activity. Id. The appellant filed an EEO complaint. IAF, Tab 1 at 11-12. The agency issued a final agency decision (FAD) finding no discrimination, and informing the appellant that she could file an appeal with the Board. Id. at 11-16. The appellant timely appealed the separation to the Board, alleging that the agency denied her substantive RIF rights, committed harmful procedural error, and engaged in disparate treatment and disparate impact discrimination on the bases of race, gender, and age.2 Id. at 3. Initially, she requested a hearing. Id. at 2. However, during the proceedings before the administrative judge, through counsel, the appellant withdrew her hearing request. IAF, Tab 25 at 2. The administrative judge issued an initial decision sustaining the separation by RIF and finding that the appellant was not denied priority reemployment or priority consideration for another position following her separation. IAF, Tab 61, Initial Decision (ID) at 5-13. The administrative judge also found that the appellant failed to prove her affirmative defenses. ID at 3-17. 2 The appellant retired on the effective date of her separation. IAF, Tab 23 at 4. The appellant’s retirement does not divest the Board of jurisdiction over the merits of the appeal. 5 U.S.C. § 7701(j); Farooq v. Corporation for National and Community Service, 109 M.S.P.R. 73, ¶ 8 (2008). 2 In her petition for review, the appellant contends that the administrative judge erred in his substantive findings regarding the propriety of the agency’s RIF action. Petition for Review (PFR) File, Tab 1 at 5-7. The appellant also argues that the administrative judge compelled her to withdraw her request for a hearing and that he erred in his procedural and evidentiary rulings. Id. at 9-27. The agency has filed a response in opposition to the petition for review, and the appellant has filed a reply to the response. PFR File, Tabs 3, 14. ANALYSIS The Board has jurisdiction over this appeal under 5 U.S.C. § 7121(d). It is clear that the appellant was covered by the terms of the collective bargaining agreement and that the agreement explicitly makes the negotiated grievance procedure the appellant’s exclusive route to challenge the RIF. IAF, Tab 8 at 12, 16. However, 5 U.S.C. § 7121(d) provides, in relevant part, that an aggrieved employee affected by unlawful discrimination addressed in 5 U.S.C. § 2302(b)(1) may raise the matter under a negotiated grievance procedure or under a statutory procedure, but not both. In addressing that provision, the Board has held that when an appellant is covered by a collective bargaining agreement that does not specifically exclude RIF actions, the negotiated grievance procedure is the exclusive procedure for resolving the challenge to the RIF action, except when the appellant claims discrimination. Cooper v. Department of Defense , 98 M.S.P.R. 313, ¶ 7 (2005); see 5 U.S.C. § 7121(d). As noted, here the appellant alleged unlawful discrimination and thus the negotiated grievance procedure was not the exclusive procedure for resolving a challenge to the RIF action. Because the appellant filed an EEO complaint of a matter that constitutes an otherwise appealable action and alleged discrimination, her appeal was properly processed as a mixed-case appeal. 5 C.F.R. §§ 1201.151-.157; 29 C.F.R. § 1614.302. When an employee files a timely mixed-case complaint with her3 employing agency, the agency must provide the employee with notice of her right to file an appeal with the Board when it issues the FAD. 29 C.F.R. § 1614.302(d) (3). The agency issued a FAD on March 28, 2018, informing the appellant of her right to file a Board appeal. IAF, Tab 1 at 16. The appellant’s timely appeal from the FAD is thus properly before the Board under 5 U.S.C. § 7121(d). See Cooper, 98 M.S.P.R. 313, ¶ 11. The appellant is entitled to a hearing on her discrimination claims and the merits of the RIF action. As noted previously, the appellant contends on review that she was improperly deprived of the hearing that she requested. PFR File, Tab 1 at 9-11. For the reasons set forth below, we agree. We first address her entitlement to a hearing on her discrimination affirmative defenses and then her entitlement to a hearing on the merits of her appeal. We start by observing, as the administrative judge did in his October 30, 2018 Close of Record Order, that the appellant failed to submit prehearing submissions. IAF, Tab 25 at 1. The administrative judge then stated “[i]n lieu of proceeding to hearing solely on the merits of the agency’s action, appellant’s counsel withdrew the hearing request and elected for an adjudication on the written record of both the agency’s action and the previously-asserted affirmative defenses.” Id. at 2. The administrative judge then stated that the hearing was canceled. Id. While not specifically stated in the administrative judge’s order, implicit in the ruling is that, because the appellant failed to file a prehearing submission identifying witnesses and exhibits that would support her discrimination claims, those claims would not be addressed at the hearing. IAF, Tab 25. The administrative judge thus precluded the appellant from a hearing on her discrimination allegations. At issue, therefore, is whether the administrative judge’s ruling depriving the appellant of a hearing on her discrimination claims was an abuse of discretion.4 The issue of when an administrative judge must hold a hearing on a discrimination claim raised in connection with an otherwise appealable action has a complex history before the Board that is set forth in Sabio v. Department of Veterans Affairs , 124 M.S.P.R. 161, ¶¶ 24-29 (2017). As explained in Sabio, an administrative judge is required to hold a hearing on a discrimination claim raised in connection with an otherwise appealable action when the appellant’s factual allegations in support of a discrimination claim, taken as true, could support an inference that the agency’s action was discriminatory. Sabio, 124 M.S.P.R. 161, ¶ 28; see Fed. R. Civ. P. 12(b)(6).3 Here, the appellant made the following factual allegations of race, sex, and age discrimination in her EEO complaint that formed the basis of her mixed-case appeal to the Board. IAF, Tab 1, Tab 9 at 12. She alleged that she was a 62 year-old, African-American female who had worked for the agency as Publication Specialist for nearly 11 years and that in 2007, an agency manager began reassigning some of her marketing and outreach duties to two newly hired, younger, less-experienced Caucasian employees. IAF, Tab 9 at 12. She alleged that the reassignment of duties led to her being subjected to the RIF and forced to accept early retirement. Id. She also alleged that she was subjected to age-related comments when a younger Caucasian colleague wrote on her birthday card “You’re getting old,” and, during a meeting to discuss her performance, her supervisor hinted that at her age she should consider retirement. IAF, Tab 9 at 14. Taking the appellant’s allegations as true supports an inference that the agency’s separation of her by RIF was discriminatory. Thus, the allegations of discrimination presented in her appeal, even in the absence of other evidence, 3 The Federal Rules of Civil Procedure are not controlling but may be used as a general guide in proceedings before the Board. Social Security Administration v. Long , 113 M.S.P.R. 190, ¶ 10 (2010), aff’d, 635 F.3d 526 (Fed. Cir. 2011), and overruled on other grounds by Department of Health and Human Services v. Jarboe , 2023 MSPB 22. The Board in Sabio addressed the application of the Federal Rules regarding summary judgment and failure to state a claim in some depth. Sabio, 124 M.S.P.R. 161, ¶ 27. 5 including prehearing submissions, are sufficient to conclude that the allegations cannot be dismissed. Accordingly, the appellant is entitled to a hearing on her discrimination claims.4 As noted above, the appellant is also entitled to a hearing on the merits of the agency’s RIF action. Under 5 U.S.C. § 7701(a), an appellant before the Board in an appeal of an adverse action has a right to a hearing. Although such right is subject to waiver, the policy considerations in favor of a hearing are so strong that an appellant may only waive the right by clear, unequivocal, or decisive action. Gallegos v. Federal Deposit Insurance Corporation , 90 M.S.P.R. 159, ¶ 8 (2001); Conant v. Office of Personnel Management , 79 M.S.P.R. 148, 150 (1998). Further, the decision to withdraw a hearing request must be informed, i.e., the appellant must be fully apprised of the relevant adjudicatory requirements and options. Pariseau v. Department of the Air Force , 113 M.S.P.R. 370, ¶ 9 (2010). The record here does not support a finding that the appellant waived her right to a hearing on the merits of the RIF action by knowingly taking a clear, unequivocal, or decisive action. The administrative judge characterized the discussion during the prehearing conference as a withdrawal. IAF, Tab 25 at 2. There is, however, no written withdrawal in the record, and the administrative judge’s comments are so abbreviated that it is impossible to ascertain whether he fully apprised the appellant of the relevant adjudicatory requirements and options in her case. IAF, Tab 25. We do not intend to imply that the appellant handled her appeal flawlessly. She failed to meet the deadline to file prehearing submissions.5 However, considering all the circumstances here, we are compelled to resolve any doubts in the appellant’s favor and to provide her with an opportunity for a hearing on the 4 The nature and extent of any hearing depends, among other things, on the approved witnesses and the documentary evidence in the record. 5 The appellant is reminded that she must comply with the instructions and deadlines set by the administrative judge and that she fails to do so at her peril. 6 merits of the agency’s RIF action. See Sabio, 124 M.S.P.R. 161, ¶ 28; Pariseau, 113 M.S.P.R. 370, ¶ 9. Accordingly, on remand the administrative judge shall afford the appellant the opportunity for a hearing on the merits of her appeal and on her affirmative defenses. As noted, the appellant failed to provide a prehearing submission identifying requested witnesses by the deadline set by the administrative judge. IAF, Tab 25. On remand, the administrative judge must determine whether the appellant’s single failure to timely file prehearing submissions warrants barring the appellant from presenting witnesses or documentary evidence at the hearing. In making this finding, the administrative judge should be guided by Board decisions such as Ellshoff v. Department of the Interior , 78 M.S.P.R. 615, ¶ 5 (1998). The administrative judge erred by not allowing the appellant’s submission of the deposition transcripts. In the October 30, 2018 Close of Record Order discussed above, the administrative judge informed the parties that close of record responses were due no later than November 16, 2018, and that the record would close on that date. IAF, Tab 25 at 3. The agency complied with that deadline, submitting numerous documents into the record. IAF, Tabs 35-36, 46-49, 51-52. On November 16, 2018, the appellant filed a motion for an extension of time to file her closing submission, contending that she had been unable to obtain transcripts of the depositions of current or former agency employees she conducted. IAF, Tab 44 at 6. The appellant explained that she deposed the witnesses between October 16, 2018, and November 1, 2018, and that she submitted audio- recordings of the depositions to a transcription company located in California.6 6 In an October 15, 2018 order, the administrative judge overruled the agency’s objection and approved the audio-recording of the appellant’s depositions. IAF, Tab 15 at 1. The administrative judge further ruled that if the appellant wanted to use the deposition testimony to impeach or rehabilitate a witness, she had to have the transcript7 Id. at 5-6. According to the appellant, the transcription company indicated that “wildfires created an unforeseeable hardship” that contributed to the company’s failure to timely deliver the transcripts. Id. at 6. The appellant provided a copy of an email purportedly from the transcription company apologizing for the delay in delivering the transcripts and stating that the delay was “because of the wildfires.” Id. at 12. The agency objected to the motion for an extension of time. IAF, Tab 45. Thereafter, on November 27, 2018, the appellant moved to file a surrebuttal with the transcripts of the depositions, and the agency moved to strike the submission. IAF, Tabs 53, 54. In a December 6, 2018 order, the administrative judge ordered the over 1,000 pages of deposition transcripts submitted by the appellant struck from the record, finding that he had previously made clear that the record would close on November 16, 2018, and that the transcripts were not new or previously unavailable information within the meaning of the Board’s regulations. IAF , Tab 55. On review, the appellant argues that the administrative judge erred in striking the transcripts from the record and that the delay in submission of the transcripts was beyond her control. PFR File, Tab 1 at 16. The Board’s regulations provide that once the record closes in an appeal, additional evidence or argument will ordinarily not be accepted unless it was not readily available before the record closed. 5 C.F.R. § 1201.59(c). In finding that the late-filed transcripts were not new or previously unavailable, the administrative judge criticized the appellant’s attorney’s handling of the appeal, noting the unorthodox step of audio-recording the depositions and then having them transcribed and also noting that it was unclear whether the attorney acted prudently in arranging for the transcription. IAF, Tab 55 at 3. We agree that the appellant’s attorney’s conducting of the depositions was not ideal, but because the audio-recording of depositions is allowed by the Federal Rules of Civil Procedure, Fed. R. Civ. P. 30(b)(3)(A), and the of the deposition available. Id. at 1-2.8 administrative judge approved the plan to have the depositions audio-recorded and then transcribed, IAF, Tab 15, we cannot hold the use of that process against the appellant. Rather, we must consider all of the circumstances to determine whether the appellant acted diligently in her efforts to submit the depositions to the Board in a timely fashion. The record shows that the appellant’s attorney’s office was in contact with the transcription company on November 1, 2018, IAF, Tab 40 at 24, and paid for the use of the company’s services on November 2, 2018, id. at 28. While the transcription company apparently promised a rapid turnaround, the company informed the appellant’s attorney on November 16, 2018, that there would be a delay in delivering the transcripts and that the delay was caused by wildfires in California. IAF, Tab 44 at 12. That same day, the appellant filed a motion for an extension of time to file her close of record submission. Id. at 4-8. The Board has held that an unexpected disaster constitutes good cause for a delay in filing a submission. See Pignataro v. Department of Veterans Affairs, 104 M.S.P.R. 563, ¶ 12 (2007) (finding that a hurricane and the appellant’s hospitalization excused her failure to timely file a prehearing submission); Del Marcelle v. Department of the Treasury, 59 M.S.P.R. 251, 253 n.1 (1993) (excusing an untimely filed response to a petition for review caused by a flood which resulted in the loss of power to the agency facility). As in the cited cases, the appellant’s delay in submitting the transcripts was caused by unforeseeable events completely out of the appellant’s control. Thus, we find that the administrative judge should have granted the appellant’s request for an extension of time to submit the deposition transcripts. Because the transcripts should have been admitted into evidence below, on remand, the administrative judge should afford the appellant a reasonable opportunity to submit the transcripts into the record. 9 We need not decide whether the administrative judge abused his discretion by setting a discovery schedule. On review, the appellant complains that the administrative judge abused his discretion by delaying her attempt to depose witnesses until over 2 months after she filed her appeal. PFR File, Tab 1 at 8. An administrative judge has broad discretion to control the proceedings before him, including the discretion to rule on discovery-related matters. Kingsley v. U.S. Postal Service , 123 M.S.P.R. 365, ¶ 16 (2016); Key v. General Services Administration , 60 M.S.P.R. 66, 68 (1993). Absent an abuse of discretion, the Board will not find reversible error in such rulings. Kingsley, 123 M.S.P.R. 365, ¶ 16; Rodgers v. Department of the Navy , 122 M.S.P.R. 559, ¶ 21 (2015). We need not decide, however, whether the administrative judge abused his discretion in delaying depositions because, as noted above, the depositions were held and, on remand, the administrative judge shall afford the appellant the opportunity to submit the deposition transcripts into the record. The appellant’s failure to preserve her objection to the administrative judge’s failure to address the subpoena request precludes her from raising the matter on review. The appellant claims on review that the administrative judge failed to rule on her request for a subpoena for former agency Chief Executive W.S. PFR File, Tab 1 at 9. The record shows that the appellant filed a request for the subpoena on September10, 2018, and the administrative judge never ruled on the request. IAF, Tab 14. The record also shows, however, that the appellant did not raise the outstanding subpoena request during an October 15, 2018 conference call convened specifically to address outstanding discovery disputes or during the October 30, 2018 close of record conference. IAF, Tabs 15, 25. In fact, there is no indication that the appellant raised the outstanding subpoena issue at any point during the proceedings below. The Board has held that a party is obliged to preserve for the Board’s review her objection to the administrative judge discovery rulings. Vores v.10 Department of the Army , 109 M.S.P.R. 191, ¶ 14 (2008), aff’d, 324 F. App’x. 883 (Fed. Cir. 2009); see Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1988) (finding that a party’s failure to timely object to rulings on witnesses precludes his doing so on petition for review). Thus, while the administrative judge should have ruled on the motion, having not raised the matter again during the following over 2 months during which the parties were actively litigating the appeal, including several discovery disputes, the appellant cannot be said to have preserved her objection to the administrative judge’s failure to rule on the motion. Thus, on remand, the administrative judge need not address the appellant’s requested subpoena.7 The administrative judge did not err by referring to the documents from another Board appeal in his initial decision. In her petition for review, the appellant argues that the administrative judge erred by relying on the agency’s submission of material from an appeal filed by another employee separated as a result of the same RIF action that resulted in the appellant’s separation but not allowing her to cite to material filed in the other employee’s appeal. PFR File, Tab 1 at 23. The other appeal is Little v. Corporation for National and Community Service , MSPB Docket No. DC-0351- 17-0747-I-1. In the initial decision, the administrative judge explained that the two cases were not consolidated and he “ never instructed the parties to rely freely on pleadings submitted in the [ Little] RIF appeal that were not separately filed in the course of this appeal.” ID at 13-14 (emphasis in original). The material from the Little appeal, including witness depositions and affidavits, relied on by the administrative judge were all submitted into the record in the instant appeal. IAF, 7 Largely related to the party’s discovery disputes and the production of the deposition transcripts, the appellant accuses the agency of acting in bad faith during the proceedings. PFR File, Tab 1 at 14-16. We find no evidence that the agency was acting in bad faith. The representatives are reminded that, while attorneys are to zealously represent their clients, they are also to work with one another and the administrative judge in a cooperative fashion. 11 Tabs 17, 35, 46-49. In contrast, the appellant did not submit the evidence she attempted to rely on into the record in this appeal, but instead cited to the record in the Little appeal. Thus, contrary to the appellant’s argument, the administrative judge did not consider record evidence from another Board appeal, but considered evidence submitted by a party in the case at bar. 8 8 The day after filing its response to the petition for review in this appeal, the agency made a submission to the Clerk of the Board seeking to file an additional pleading. PFR File, Tab 4. The Clerk of the Board rejected the submission and afforded the agency the opportunity to file a motion requesting leave to file an additional pleading. PFR File, Tab 4. The agency then filed a motion for leave to file an exhibit that had inadvertently been omitted from the agency response to the petition for review. PFR File, Tab 5. The Clerk granted the motion and the agency submitted the exhibit. PFR File, Tabs 7, 8. The appellant then filed a motion to strike pages 10-21 of the exhibit, because it references the Little appeal. PFR File, Tab 9. For the reasons discussed in the text, we deny the appellant’s motion. Subsequently, the appellant made an additional submission that the Clerk rejected, informing the appellant that she could file a motion requesting leave to file the additional pleadings and that the Board would inform her later of its decision to grant or deny her request. PFR File, Tab 10. The appellant filed such a motion and identified the submission she wanted to make as portions of a deposition transcript. PFR File, Tab 12. The agency opposed the appellant’s motion. PFR File, Tab 15. In light of our decision finding that the administrative judge improperly excluded the deposition transcripts, remanding the appeal for additional proceedings, and instructing the administrative judge to issue a new initial decision, we need not address the appellant’s motion. The appellant will be afforded the opportunity to file additional submissions consistent with the administrative judge’s order and the Board’s regulations. 12 ORDER For the reasons discussed above, we remand this appeal to the Washington Regional Office for a hearing and issuance of a new initial decision adjudicating both the appellant’s allegations that, in effecting her separation by RIF, the agency committed the prohibited personnel practice of discrimination based on race, color, and age, and the merits of the RIF action. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.13
Latimer_Elizabeth_A_DC-0351-18-0449-I-1__Remand_Order.pdf
2024-05-17
ELIZABETH A. LATIMER v. CORPORATION FOR NATIONAL AND COMMUNITY SERVICE, MSPB Docket No. DC-0351-18-0449-I-1, May 17, 2024
DC-0351-18-0449-I-1
NP
1,435
https://www.mspb.gov/decisions/nonprecedential/Avila_Catherine_A_SF-0752-17-0488-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CATHERINE A. AVILA, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER SF-0752-17-0488-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Brook L. Beesley , Alameda, California, for the appellant. Marcus Alonzo Mitchell, Albuquerque, New Mexico, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed her removal. On petition for review, she argues that the administrative judge abused his discretion in denying her motions to compel discovery and postpone the hearing, contends that he erred in finding that the agency proved that she engaged in conduct unbecoming a Federal employee, and reasserts two affirmative defenses not addressed in the initial decision. Petition for Review 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). (PFR) File, Tab 3 at 1-7. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to correct a factual error in the administrative judge’s consideration of the appellant’s sex discrimination affirmative defense and address the appellant’s claim that the agency violated the Consolidated Appropriations Act of 2016 (CAA)2 in removing her, we AFFIRM the initial decision. The appellant argues that she was denied the opportunity to submit evidence and testimony contesting two prior disciplinary actions, which are not the subject of this appeal, but would allow her to establish her sex discrimination affirmative defense. PFR File, Tab 3 at 2, 6-7. An administrative judge has wide discretion to control the proceedings, including the authority to exclude evidence and witnesses that he believes would be irrelevant, immaterial, or unduly repetitious. Parker v. Department of Veterans Affairs , 122 M.S.P.R. 353, ¶ 21 (2015); 5 C.F.R. § 1201.41(b)(8), (10). Here, the Board may conduct only a limited review of the appellant’s prior discipline because those actions were in writing, the appellant had an opportunity to challenge them, and they are a matter 2 The appellant cites to several versions of the CAA. PFR File, Tab 3 at 6. The CAA cited here is relevant to Government expenditures during the time periods relevant to this appeal. Pub. L. No. 114-113, § 542, 129 Stat. 2242, 2242, 2332-33 (2015).2 of record. Initial Appeal File (IAF), Tab 31, Initial Decision (ID) at 16-17; see Bolling v. Department of the Air Force , 9 M.S.P.R. 335, 338-40 (1981) (setting forth the three-part criteria for conducting a limited review of a prior disciplinary action that the agency relied upon in taking the disciplinary action at issue). This review is limited to the record on the prior discipline, and no new evidence or argument, other than the appellant’s reasons for the challenge, is admissible. Bolling, 9 M.S.P.R. at 340. Given the limited nature of the Board’s review of her prior disciplinary actions, the administrative judge appropriately denied the appellant’s request to present a witness and letter, which she believes would support her assertion that the prior discipline was unwarranted and discriminatory. PFR File, Tab 3 at 2, 6-7; ID at 16-17. Accordingly, the appellant has not shown that the administrative judge abused his discretion in denying that evidence. The administrative judge denied the appellant’s equal employment opportunity affirmative defenses, including her claim of sex discrimination. ID at 14-21. Neither party has raised any additional challenges to those findings on review. Nonetheless, we take this opportunity to correct the administrative judge’s factual findings concerning the appellant’s sex discrimination affirmative defense, still affirming his determination that the agency did not engage in such discrimination. To prove her discrimination or retaliation claims under Title VII and the Age Discrimination in Employment Act, an appellant must show that the prohibited consideration was a motivating factor in how the agency made its decision. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-22, 30 (addressing this standard in the context of claims of age and sex discrimination and of retaliation for opposing Title VII discrimination); see Gomez-Perez v. Potter , 553 U.S. 474, 491 (2008) (finding that 29 U.S.C. § 633a prohibits not just age-based discrimination, but retaliation for complaints of age-based discrimination as well). One way an appellant may establish a3 discrimination or retaliation claim is through comparator evidence, or evidence relating to the treatment of similarly situated employees. Pridgen, 2022 MSPB 31, ¶ 27. To be similarly situated, comparators must have reported to the same supervisor, been subjected to the same standards governing discipline, and engaged in conduct similar to the appellant’s without differentiating or mitigating circumstances. Id. In finding that the appellant did not prove her sex discrimination affirmative defense, the administrative judge determined that, unlike the appellant, none of the three males she alleged were similarly situated were charged with offenses related to the cultivation and distribution of marijuana. ID at 16-17. This finding is incorrect, in part. The deciding official, who was involved in all four of the disciplinary actions, testified that two of the three male employees were charged with conduct unbecoming related to cultivating marijuana at their homes. Hearing Transcript (HT) at 126-28, 133-34, 157 (testimony of the deciding official); IAF, Tab 4 at 27-28. Even so, the circumstances of the appellant’s situation were materially different. The record reflects that none of the identified male employees were charged with selling or being associated with the sale of marijuana from their homes or had any prior discipline, whereas the appellant was charged with having marijuana cultivated at, processed at, and distributed from her home and had two prior instances of discipline. IAF, Tab 4 at 21, 26-27, 51; HT at 126-28, 133-34, 157 (testimony of the deciding official). The administrative judge credited the deciding official’s testimony that she decided not to offer the appellant a last chance settlement agreement in lieu of removal, as she had offered the identified male employees, because of the appellant’s prior discipline. ID at 17. After reviewing the record, we agree with the administrative judge that the appellant did not prove that her sex was a motivating factor in the agency’s decision to remove her. ID at 16-17. We therefore find that the administrative judge’s factual error was harmless. Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (finding that4 an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). As argued below, the appellant reasserts her claim that the agency violated section 542 of the CAA by expending resources that interfered with her husband’s possession and use of medicinal -marijuana, which was legal under California state law.3 PFR File, Tab 3 at 3-5; IAF, Tab 18 at 3, 5-6. Essentially, the appellant alleged that the agency’s action was not in accordance with the law, thus requiring reversal. See 5 U.S.C. § 7701(c)(2)(C). The appellant bears the burden of proving her affirmative defenses by preponderant evidence. 5 C.F.R. § 1201.56(b)(2)(i)(C). Under section 542, the Department of Justice was prohibited from using funds during the Fiscal Year ending September 30, 2016, and appropriated under the CAA that interfered with California’s, and other identified states’, implementation of medicinal marijuana laws. There is no indication from the plain language of the identified statutory provision that the agency, which is separate from the Department of Justice, was prohibited from conducting an independent investigation into the marijuana growing operations occurring on the appellant’s property. See Miller v. Department of Transportation, 86 M.S.P.R. 293, ¶ 7 (2000) (explaining that “[t]he starting point 3 Although the appellant did not object to the administrative judge’s failure to identify the appellant’s CAA violation claim as an issue on appeal, we find that she did not waive or abandon it because she raised substantive arguments as to this claim in her prehearing submission, presented evidence on this issue at the hearing, and continues to meaningfully argue the issue on review. IAF, Tab 18 at 5-6, Tab 22 at 1-2; HT at 92-92, 105 (testimony of a Forest Service Special Agent on cross examination); see Thurman v. U.S. Postal Service , 2022 MSPB 21, ¶¶ 17-18 (setting forth a nonexhaustive list of factors for determining whether an appellant waived or abandoned a previously identified affirmative defense, such as the thoroughness and clarity with which the appellant raised his affirmative defense, the degree to which the appellant continued to pursue his affirmative defense in the proceedings below after initially raising it, and whether the appellant objected to a summary of the issues to be decided that failed to include the potential affirmative defense when specifically afforded an opportunity to object and the consequences of his failure were made clear). Although the administrative judge did not address this affirmative defense in the initial decision, the appellant’s submissions below show that she nevertheless understood her burden of showing that the agency violated the CAA. IAF, Tab 18 at 5-6.5 in every case involving construction of a statute is the language itself”) (quoting Landreth Timber Company v. Landreth, 471 U.S. 681, 685 (1985) (citation omitted)). Although the appellant argues that the CAA prohibition applies to Federal law enforcement operations generally, and thus the agency, there is no basis for reaching such a conclusion. PFR File, Tab 3 at 4-5; see Joseph v. Devine, 19 M.S.P.R. 66, 68 (1984) (explaining that, under the doctrine of unius est exclusio alterius, when exceptions to a general rule are specifically enumerated, it is not ordinarily permissible to read additional exceptions into the rule). Accordingly, the appellant’s affirmative defense that the agency’s action is not in accordance with the law is not a basis for reversing her removal.4 Finally, after the record closed on review, the appellant filed a motion seeking leave to submit a new pleading. PFR File, Tabs 4, 10. Specifically, she argues that President Biden changed the law by granting a pardon for the Federal crime of possession of marijuana. PFR File, Tab 10 at 4-5. New evidence or legal argument that was previously unavailable despite a party’s due diligence warrants review if it is of sufficient weight to merit an outcome different from that of the initial decision. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (holding that, to constitute “new and material” evidence for purposes of granting a petition for review, the new evidence must be of sufficient weight to warrant a different outcome from that ordered by the presiding official); 5 C.F.R. § 1201.115(d) (providing that the Board may grant review based on new 4 On review the appellant argues that the constitutionality of the agency’s action should be “examine[d]” to determine whether it violated the appellant’s freedom of association with her husband, a lawful marijuana user. PFR File, Tab 3 at 3. The administrative judge did not address this affirmative defense in the initial decision, and we decline to consider it because we find that the appellant has waived or abandoned this claim. The appellant, who was represented at all times of the appeal, committed one sentence of her prehearing submission to this affirmative defense; offered no evidence in support of her freedom of association assertions; did not object to the prehearing order’s failure to identify this affirmative defense as an issue on appeal, despite having an opportunity to do so; and did not elaborate on this argument on review. IAF, Tab 18 at 3, Tab 22 at 1-2, Tab 24; PFR File, 3 at 3; see Thurman, 2022 MSPB 21, ¶¶ 17-18. Accordingly, we decline to address this argument.6 and material evidence or legal argument that was not available when the record closed below). According to the appellant this proclamation means that her removal is now “legally erroneous.” PFR File, Tab 10 at 5-6. We are not persuaded. The agency charged the appellant with conduct unbecoming a Federal employee. IAF, Tab 4 at 51. Intent is not an element of a conduct unbecoming charge. Cross v. Department of the Army , 89 M.S.P.R. 62, ¶ 9 (2001). Nor is an agency required to prove that an appellant violated a law that was not part of its charge. See Canada v. Department of Homeland Security , 113 M.S.P.R. 509, ¶ 9 (2010) (determining that an administrative judge erred to the extent that she considered whether an agency that charged employees with conduct unbecoming proved that the employees violated a policy that was not part of the charge). On October 6, 2022, President Biden issued a proclamation pardoning individuals lawfully present in the United States, including citizens, whether convicted or not, of “the offense of simple possession of marijuana in violation of the Controlled Substances Act.” Proclamation No. 10,467, 87 Fed. Reg. 61441 (Oct. 6, 2022). In support of its charge, the agency alleged that the appellant admitted that marijuana was grown, processed, packaged, and sold at her property. IAF, Tab 4 at 51. It did not allege that the appellant violated the Controlled Substances Act. IAF, Tab 4 at 51. In fact, the agency did not allege that the appellant broke any laws whatsoever. Id. at 21-23, 51-53. Therefore, the agency was not required to prove that the appellant committed the crime of possession of marijuana.5 Instead, it was required to prove that the appellant’s conduct was unsuitable or detracted from her reputation. Miles v. Department of 5 Even if the President’s proclamation was material to the agency’s charge, it still would not impact the outcome here. The President pardoned “only the offense of simple possession of marijuana . . . , and not any other offenses related to marijuana.” 87 Fed. Reg. at 61441. It is also a crime to “manufacture, distribute, or dispense” marijuana. 21 U.S.C. § 841(a)(1); see Bruhn v. Department of Agriculture , 124 M.S.P.R. 1, ¶ 15 (2016) (recognizing that it is illegal to manufacture or possess marijuana under the Controlled Substances Act).7 the Army, 55 M.S.P.R. 633, 637 (1992). That requirement was satisfied here. Accordingly, the appellant’s new argument does not change the outcome of this appeal, and we deny her motion for leave to make an additional submission. NOTICE OF APPEAL RIGHTS6 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.8 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on9 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or10 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 11 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Avila_Catherine_A_SF-0752-17-0488-I-1__Final_Order.pdf
2024-05-16
CATHERINE A. AVILA v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. SF-0752-17-0488-I-1, May 16, 2024
SF-0752-17-0488-I-1
NP
1,436
https://www.mspb.gov/decisions/nonprecedential/Adams_Charles_D_DC-3443-23-0141-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES DERECK ADAMS, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER DC-3443-23-0141-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Charles Dereck Adams , Herndon, Virginia, pro se. Angela Kreitzer , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his appeal alleging that the agency lost or destroyed records and vital evidence pertaining to its security clearance investigation of the appellant, which were relevant to his discrimination case against his former employer. On petition for review, the appellant argues, among other things, that the Board has jurisdiction over his appeal because his 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). allegations are not frivolous, and the Board has adjudicated discrimination claims in the past. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision.2 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 The appellant has filed several petitions for review in different Board appeals, which the Board will address separately. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Adams_Charles_D_DC-3443-23-0141-I-1__Final_Order.pdf
2024-05-16
CHARLES DERECK ADAMS v. DEPARTMENT OF JUSTICE, MSPB Docket No. DC-3443-23-0141-I-1, May 16, 2024
DC-3443-23-0141-I-1
NP
1,437
https://www.mspb.gov/decisions/nonprecedential/Adams_Charles_D_DC-3443-23-0148-I-1_DC-3443-23-0159-I-1_DC-3443-23-0188-I-1_DC-3443-23-0215-I-1_DC-3443-23-0306-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES DERECK ADAMS, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBERS DC-3443-23-0148-I-1 DC-3443-23-0159-I-1 DC-3443-23-0188-I-1 DC-3443-23-0215-I-1 DC-3443-23-0306-I-11 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL2 Charles Dereck Adams , Herndon, Virginia, pro se. Paul Y. Kim , Esquire, Redstone Arsenal, Alabama, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman 1 We have joined these cases on review based on our determination that doing so will expedite their processing and will not adversely affect the interests of the parties. 5 C.F.R. § 1201.36(a)(2), (b). The appellant has also filed several other petitions for review in different Board appeals, which the Board will address separately. 2 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). FINAL ORDER ¶1The appellant has filed petitions for review of the initial decisions, which dismissed the first four appeals for lack of jurisdiction and the fifth appeal as barred by res judicata. On petition for review, the appellant argues, among other things, that the Board has jurisdiction over his appeals because his allegations are not frivolous, and the Board has adjudicated discrimination claims in the past. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation3 for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file4 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Adams_Charles_D_DC-3443-23-0148-I-1_DC-3443-23-0159-I-1_DC-3443-23-0188-I-1_DC-3443-23-0215-I-1_DC-3443-23-0306-I-1_Final_Order.pdf
2024-05-16
null
null
NP
1,438
https://www.mspb.gov/decisions/nonprecedential/Buggs_Patricia_A_DC-3330-19-0844-I-5__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PATRICIA A. BUGGS, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-3330-19-0844-I-5 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Patricia A. Buggs , Fredericksburg, Virginia, pro se. Keian Weld , Esquire, Susan M. Andorfer , Esquire, and LerVal Marcelline Elva , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal without prejudice to refiling. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). For the reasons discussed below, we DENY the appellant’s petition for review, AFFIRM the initial decision insofar as it dismissed the appellant’s appeal without prejudice to refiling pending the Board’s resolution of the interlocutory appeals in Jolley v. Department of Housing and Urban Development , MSPB Docket Nos. AT-4324-18-0576-I-2 and AT-4324-19-0041-I-1, and Flynn v. Securities and Exchange Commission , MSPB Docket No. DC-1221-14-1124-M-4, on the question of whether the Board’s administrative judges were properly appointed under the Appointments Clause of the U.S. Constitution, and FORWARD the case to the Board’s Washington Regional Office for adjudication of the underlying appeal. BACKGROUND On September 19, 2019, the appellant filed an appeal alleging the agency violated her rights under the Veterans Employment Opportunities Act of 1998. Buggs v. Department of Health and Human Services , MSPB Docket No. DC-3330-19-0844-I-1, Initial Appeal File (IAF), Tab 1 at 4-5. The agency moved for reassignment of the appeal or dismissal without prejudice, citing the U.S. Supreme Court’s decision in Lucia v. Securities and Exchange Commission , 138 S. Ct. 2044 (2018), concerning the appointment of administrative law judges. IAF, Tab 5. On October 4, 2019, the administrative judge issued a decision dismissing the appeal without prejudice to refiling, noting that the agency’s argument concerning Lucia was currently certified to the Board for interlocutory2 appeal. IAF, Tab 8, Initial Decision (I -1 ID) at 1-2. That decision specified that the appeal would be automatically refiled 180 days from the date of the decision, or, if the Board issued a decision addressing the Lucia issue prior to that date, the appellant could request to refile her appeal. I-1 ID at 2. The appeal was automatically refiled and dismissed without prejudice subject to refiling multiple times. Buggs v. Department of Health and Human Services, MSPB Docket No. DC-3330-19-0844-I-4, Tab 1, Tab 6, Initial Decision (I-4 ID) at 2-3; Buggs v. Department of Health and Human Services , MSPB Docket No. DC-3330-19-0844-I-3, Tab 1, Tab 6, Initial Decision (I-3 ID) at 2-3; Buggs v. Department of Health and Human Services , MSPB Docket No. DC-3330-19-0844-I-2, Tab 1, Tab 4, Initial Decision (I-2 ID) at 1, 3.2 On December 27, 2021, the instant appeal was automatically refiled. Buggs v. Department of Health and Human Services , MSPB Docket No. DC-3330-19- 0844-I-5 (I-5 AF), Tab 1. On February 3, 2022, the administrative judge issued an initial decision again wherein he noted that the Lucia issue had still not been resolved and that in the interest of judicial economy and administrative efficiency the appeal would be again dismissed without prejudice to allow the Board to address the Lucia issue. I-5 AF, Tab 4, Initial Decision (I-5 ID) at 2-3. The appellant timely filed a petition for review. Petition for Review (PFR) File, Tab 1 at 4. The agency has filed a response opposing the petition for review, noting that the Lucia issue is now moot. PFR File, Tab 6 at 4-5. The appellant has not responded. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant challenges the administrative judge’s decision to dismiss her appeal without prejudice subject to refiling. PFR File, Tab 1 at 4. Specifically, she appears to have adopted the agency’s Lucia argument, claiming 2 The initial decisions specified that the case would be automatically refiled 180 days from the date of the decisions, or earlier in the event the Board issued a decision addressing the Lucia issue. I-2 ID at 2; I-3 ID at 3; I-4 ID at 3.3 that she is entitled “to a hearing and review by constitutionally-appointed decision-maker(s).” Id. at 4, 14, 43. An administrative judge has wide discretion to control the proceedings before him and dismissal without prejudice is a procedural option committed to his sound discretion. Gingery v. Department of the Treasury , 111 M.S.P.R. 134, ¶ 9 (2009). A dismissal without prejudice is appropriate when it is in the interests of fairness, due process, and administrative efficiency. Id. The Board has held that an administrative judge may order a dismissal without prejudice at the request of one or both parties, or to avoid a lengthy or indefinite continuance. Id. The administrative judge dismissed the appellant’s appeal about a month prior to the Board resolving the Lucia issue. I-5 ID at 1; see McClenning v. Department of the Army , 2022 MSPB 3 (2022); see also Flynn, MSPB Docket No. DC-1221-14-1124-M-4, Order at 3 (Mar. 31, 2022). Thus, we believe that the administrative judge’s decision to dismiss the appeal without prejudice was appropriate in light of the then-pending interlocutory appeals. As to the appellant’s Appointment Clause argument on review, we find that we need not address this argument. On March 4, 2022, six days prior to the appellant’s petition for review, all of the Board’s administrative judges received appointments ratified by the head of the agency, thereby satisfying the requirements of the Appointments Clause. See U.S. Merit Systems Protection Board Ratification Order (Mar. 4, 2022), https://www.mspb.gov/foia/files/AJ_Ratification_Order_3-4-2022.pdf. The Ratification Order is a public document, of which we take administrative notice. Id. Thus, the Appointments Clause claim raised by the agency and the appellant is moot. See Milner v. U.S. Postal Service , 118 M.S.P.R. 600, ¶ 4 (2012) (holding that an issue is moot when there is no effective relief that the Board can provide). Therefore, we forward the appeal to the regional office for adjudication of the underlying appeal.4 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.5 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any6 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s7 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Buggs_Patricia_A_DC-3330-19-0844-I-5__Final_Order.pdf
2024-05-16
PATRICIA A. BUGGS v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. DC-3330-19-0844-I-5, May 16, 2024
DC-3330-19-0844-I-5
NP
1,439
https://www.mspb.gov/decisions/nonprecedential/Clarke_CarolineAT-0731-19-0759-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CAROLINE CLARKE, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER AT-0731-19-0759-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Caroline Clarke , Atlanta, Georgia, pro se. James Andrew Stevens , Esquire, Miami, Florida, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal of a nonselection based on a purported negative suitability determination for lack of jurisdiction. On petition for review, the appellant argues that she was challenging the agency’s unfavorable suitability determination and not the nonselection, that the agency failed to clearly differentiate between a suitability determination, a suitability action, and a 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). nonselection, and that it failed to follow Office of Personnel Management (OPM) regulations in making the suitability determination that led to her nonselection and the withdrawal of the tentative offer of employment. Petition for Review (PFR) File, Tab 1 at 4-5. She reasserts her harmful error claim from below and appears to argue, for the first time, that the agency violated her due process rights. Id. She also argues that the administrative judge’s jurisdictional order was deficient and failed to explicitly inform her of how she could establish jurisdiction. Id. at 5. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to find that any error committed by the administrative judge in not fully informing the appellant of what she must show to establish jurisdiction over her appeal was cured by the initial decision, we AFFIRM the initial decision. The administrative judge correctly found that the appellant failed to allege or prove that the agency took an action over which the Board has jurisdiction. Initial Appeal File, Tab 9, Initial Decision (ID) at 4-5. Specifically, he correctly found that the appellant’s nonselection based on the suitability criteria of 5 C.F.R. § 731.202 did not constitute a suitability action under 5 C.F.R.2 § 731.203(a) and that the Board, therefore, lacked jurisdiction.1 ID at 4-5; see 5 C.F.R. § 731.203(b). The appellant appears to argue for the first time on review that the agency violated her due process rights because the alleged criminal or dishonest conduct upon which the agency relied in finding her unsuitable for the position at issue was not raised in the proposal to rescind her tentative offer, and that she, therefore, was deprived of the ability to defend herself. PFR File, Tab 1 at 5. Generally, the Board will not consider an argument raised for the first time on review absent a showing that it is based on new and material evidence not previously available despite the party’s due diligence. Banks v. Department of the Air Force, 4 M.S.P.R. 268, 271 (1980). The appellant has not made such a showing. Moreover, the Board is without jurisdiction to consider a due process claim absent an otherwise appealable action. See Burnett v. U.S. Postal Service , 104 M.S.P.R. 308, ¶ 15 (2006) (affirming an administrative judge’s decision to not consider an appellant’s due process claim when she has not otherwise established jurisdiction over her appeal). NOTICE OF APPEAL RIGHTS2 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate 1 To the extent the administrative judge’s jurisdictional order lacked sufficient specificity on how the appellant could establish jurisdiction over her claim, the initial decision adequately cured that deficiency by informing the appellant how OPM’s regulations define a suitability action and listing the actions that qualify under 5 C.F.R. § 731.203(a). ID at 3. See Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985); Parker v. Department of Housing and Urban Development , 106 M.S.P.R. 329, ¶ 8 (2007). 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 3 forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the5 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent6 jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Clarke_CarolineAT-0731-19-0759-I-1__Final_Order.pdf
2024-05-16
CAROLINE CLARKE v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. AT-0731-19-0759-I-1, May 16, 2024
AT-0731-19-0759-I-1
NP
1,440
https://www.mspb.gov/decisions/nonprecedential/Mullins_David_T_CH-3443-19-0122-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID T. MULLINS, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER CH-3443-19-0122-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 David T. Mullins , Corbin, Kentucky, pro se. James Sellars , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal challenging the agency’s decision not to select him for a promotion for lack of jurisdiction. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). The appellant applied for a position with his employing agency but was not selected. Initial Appeal File (IAF), Tab 1 at 5. On December 3, 2018, the appellant filed the instant appeal challenging his nonselection and requested a hearing, arguing that he was better qualified for the position than the applicant who was selected and alleging that his nonselection was in reprisal for an ongoing Equal Employment Opportunity complaint he had against the agency. Id. The administrative judge issued an acknowledgement order in which she notified the appellant of his burden of proof to establish Board jurisdiction over his appeal, explained the limited circumstances under which the Board has jurisdiction over nonselection appeals, and ordered the appellant to file evidence and argument as to why the Board had jurisdiction over the matter within 10 days of the date of her order. IAF, Tab 2 at 2-3. The appellant did not file a response to the order, and the agency moved to dismiss the appeal. IAF, Tab 4. Without holding the appellant’s requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction, finding that the appellant failed to make a nonfrivolous allegation that the Board had jurisdiction over his appeal. IAF, Tab 6, Initial Decision (ID) at 1, 5. The initial decision included instructions noting that it would become final on March 4, 2019, unless a petition for review was filed by that date. ID at 5. On March 5, 2019, the appellant filed a “Request for Extension of Time to File PFR,” which the Board treated as an untimely petition for review. Petition for Review (PFR) File, Tab 1. The following day, the Clerk of the Board issued an acknowledgment letter informing the appellant that his petition for review was untimely and that he must submit a “Motion to Accept Filing as Timely or to Waive Time Limit” either by an affidavit or a statement signed under penalty of perjury. PFR File, Tab 2 at 1-2. A blank sample motion was attached to the acknowledgment letter. Id. at 7-8. The acknowledgment letter further stated that the appellant’s motion must be submitted on or before March 21, 2019. Id. at 2. The acknowledgment letter informed the appellant that he must show good cause2 for the Board to waive his untimeliness, and instructed him on how to do so. Id. at 2, 7. The appellant has not filed a motion to accept his untimely petition for review or to waive the time limit. The Board’s regulations provide that a petition for review must be filed within 35 days of the issuance of the initial decision or, if the appellant shows that the initial decision was received more than 5 days after the issuance, within 30 days after the date he received the initial decision. 5 C.F.R. § 1201.114(e). Here, the appellant has not alleged or established that he received the initial decision more than 5 days after its issuance on January 28, 2019. See ID at 1. Thus, any petition for review was due no later than March 4, 2019, making his petition for review, filed on March 5, 2019, untimely by 1 day. ID at 5. The Board will waive its filing deadline only upon a showing of good cause for the delay in filing. 5 C.F.R. § 1201.114(g). To determine if an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Moorman v. Department of the Army, 68 M.S.P.R. 60, 62-63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). We find that the appellant has not made a showing of good cause. Although the brevity of the appellant’s 1-day delay and the fact that he is pro se weigh in favor of excusing the delay, in the interest of judicial efficiency and fairness, the appellant must show good cause for the delay in order for the Board to waive the filing deadline, regardless of how minimal the delay . Katovich v. Department of the Air Force , 58 M.S.P.R. 444, 446 (1993) ; McDonnell v. Office of Personnel Management , 43 M.S.P.R. 400, 402 (1990); Stromfeld v. Department of Justice, 25 M.S.P.R. 240, 241 (1984) (concluding that a petition for review3 filed 1 day late was not excused where the appellant offered no reasonable excuse for the delay); see Little v. U.S. Postal Service , 124 M.S.P.R. 183, ¶¶ 9 -10 (2017) (declining to excuse a 1-day delay in filing an initial appeal when the appellant failed to otherwise establish good cause for the untimeliness); Cabarloc v. Department of Veterans Affairs , 112 M.S.P.R. 453, ¶¶ 9-10 (2009) (finding no good cause for the pro se appellant’s 10-day delay in filing a petition for review when he failed to respond to the Clerk’s notice regarding timeliness) . As previously noted, the initial decision expressly apprised the appellant that “[t]his initial decision will become final on March 4, 2019 , unless a petition for review is filed by that date.” ID at 5 (emphasis in original). The appellant has not offered any explanation for his untimeliness, despite being afforded the opportunity to do so. Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the appellant’s nonselection appeal. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 5 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 6 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Mullins_David_T_CH-3443-19-0122-I-1__Final_Order.pdf
2024-05-16
DAVID T. MULLINS v. DEPARTMENT OF JUSTICE, MSPB Docket No. CH-3443-19-0122-I-1, May 16, 2024
CH-3443-19-0122-I-1
NP
1,441
https://www.mspb.gov/decisions/nonprecedential/Escobar_Maria_B_DE-0752-21-0108-C-1_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARIA ESCOBAR, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER DE-0752-21-0108-C-1 DATE: May 16, 2024 THIS ORDER IS NONPRECEDENTIAL1 Chungsoo J. Lee , Jenkintown, Pennsylvania, for the appellant. Debbie Stevens , Marie Clarke , and Ted Booth , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman ORDER ¶1The agency has filed a petition for review of the compliance initial decision, which granted the appellant’s petition for enforcement and ordered the agency to rescind her suspension and issue applicable backpay and benefits. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to clarify that the appellant is not entitled to backpay and benefits during the time that she was receiving wage replacement benefits from the Office of Workers’ Compensation Programs (OWCP), we AFFIRM the compliance initial decision. BACKGROUND ¶2On February 5, 2021, the appellant filed an adverse action appeal challenging the agency’s decision to charge her as absent without leave (AWOL) while she was receiving OWCP wage replacement benefits. Escobar v. Department of Justice , MSPB Docket No. DE-0752-21-0108-I-1, Initial Appeal File (IAF), Tab 1. The record appears to reflect that the appellant received OWCP benefits from September 21, 2020, to January 2, 2022. Escobar v. Department of Justice , MSPB Docket No. DE-0752-21-0108-C-1, Compliance File (CF), Tab 1 at 13-15. The agency marked her as AWOL during most of this period. IAF, Tab 6 at 57-66. On January 3, 2022, the appellant returned to work in a paid status. Escobar v. Department of Justice , MSPB Docket No. DE-0752- 21-0108-I-2, Appeal File (I-2 AF), Tab 5 at 89. ¶3In March 2022, the administrative judge issued an initial decision, which found that the appellant had been subjected to an appealable suspension when the2 agency marked her AWOL while receiving OWCP benefits and that the agency had failed to afford her due process. I-2 AF, Tab 7, Initial Decision (ID) at 2-4. Having found a due process violation, the administrative judge ordered the agency to cancel the suspension and restore the appellant, retroactive to September 28, 2020, and pay applicable backpay with interest and all related benefits and credits. ID at 4-5. She also ordered interim relief. ID at 5-6. The initial decision became the Board’s final order on April 18, 2022, when neither party filed a petition for review. ID at 7. ¶4In July 2022, the appellant filed a petition for enforcement asserting that the agency was not in compliance with the initial decision. CF, Tab 1. She asserted that she was entitled to backpay, conversion of AWOL to paid work time between September 21, 2020, and January 3, 2022, interest, overtime and night differential, accrued annual and sick leave, repayment of medical expenses due to the termination of her Federal health care plan, and retirement contributions and credits. Id. at 4-8. The agency filed a response to the petition for enforcement, and the appellant filed a reply. CF, Tabs 4-5. In a compliance initial decision, the administrative judge found that the agency had not met its burden to prove compliance with the final Board order. CF, Tab 6, Compliance Initial Decision (CID). She therefore granted the petition for enforcement and again ordered the agency to rescind the suspension, issue all applicable backpay and benefits, and file proof that those actions had been completed. CID at 3-4. ¶5The agency has filed a petition for review of the compliance initial decision. Escobar v. Department of Justice , MSPB Docket No. DE-0752-21-0108-C-1, Compliance Petition for Review (CPFR) File, Tab 2. On review, the agency asserts that it “has previously ensured that Appellant was not placed in AWOL status” between September 21, 2020, and January 2, 2022. Id. at 4. The agency filed a Standard Form 52 (SF-52), noting the requested action as “LWOP/OWCP,” with a proposed effective date of September 26, 2020. Id. at 8. The approval date on the form is blank. Id. The appellant has filed a response,3 wherein she asserts that the undated SF-52 is insufficient to demonstrate that the agency converted the AWOL to another status. CPFR File, Tab 4 at 3. DISCUSSION OF ARGUMENTS ON REVIEW ¶6The agency bears the burden of proving its compliance with a Board order, and assertions of compliance must be supported by relevant, material, and credible evidence in the form of documentation, affidavits, or declarations. Pernell v. Department of Veterans Affairs , 118 M.S.P.R. 15, ¶ 7 (2012). When the Board orders an agency action cancelled, the agency must return the appellant as nearly as possible to the status quo ante. Id. The agency has not proved that it converted the appellant’s AWOL to an approved leave status. ¶7In the initial decision, the administrative judge ordered the agency to cancel the appellant’s suspension, i.e., AWOL, beginning on September 28, 2020, and to return her to the status quo ante. ID at 4. The agency is required to return the appellant to the position that she was in prior to the suspension, which, in this case, was an approved leave status. IAF, Tab 6 at 52-56; see Hagan v. Department of the Army , 99 M.S.P.R. 313, ¶ 8 (2005) (explaining that the appropriate remedy for an employee who was found to have had a compensable injury during the time that the agency had previously marked him as AWOL was to retroactively place him in an approved leave status, such as leave without pay). The agency’s pay records reflect that the appellant was in “OWCP Injury Leave”2 status during some periods that she was receiving OWCP benefits. IAF, Tab 6 at 52-54. Thus, we find that, to return the appellant to the status quo ante, the agency must retroactively place her in an approved leave status, such as OWCP Injury Leave or LWOP. ¶8The agency not proved, with admissible evidence, that it converted the appellant’s AWOL to an approved leave status, retroactive to September 28, 2 In other records, this is referred to as “LWOP w/OWCP (Injury).” E.g., I-2 AF, Tab 5 at 25.4 2020.3 Although agency counsel has asserted in pleadings that the AWOL was converted to another status, IAF, Tab 28 at 5, CPFR File, Tab 2 at 4, statements by a party’s representative in a pleading do not constitute evidence. Hendricks v. Department of the Navy , 69 M.S.P.R. 163, 168 (1995). The agency has filed a declaration from a Human Resource Manager, wherein he asserts that the appellant’s “records have been amended for the period covering February 15, 2021, to January 13, 2022.” I-2 AF, Tab 5 at 18. This appears to be corroborated by the agency’s time records. Id. at 20-89. However, there is no admissible evidence in the record to demonstrate that the appellant’s AWOL between September 28, 2020, and February 14, 2021, has been converted to an approved leave status. We acknowledge that the agency submitted an SF-52, request for a personnel action, on review. CPFR File, Tab 2 at 8-9. We find that the document is insufficient to prove compliance because it does not have an electronic or physical signature, the approval date is blank, and the nature of the action requested, “LWOP/OWCP,” is vague and does not identify a date range. Id. at 8; see Beaudin v. Department of the Army , 38 M.S.P.R. 597, 601 (1988) (explaining that, standing alone, an SF-52 form submitted by the agency lacked probative weight as evidence of the agency’s compliance with a settlement agreement, in part, because the document only requested that a personnel action be taken and did not show that any action was actually taken); cf. Basco v. Department of the Army, 67 M.S.P.R. 490, 492 (1995) (holding that, in the absence of evidence to the contrary, an SF-52 can be sufficient to show that the agency took the actions represented therein to prove compliance with an interim relief order). The agency is therefore in noncompliance with the Board’s final order. 3 In her petition for enforcement, the appellant asserts that the AWOL began earlier, on September 21, 2020. CF, Tab 1 at 4. However, neither party filed a petition for review of the initial decision, which ordered relief beginning September 28, 2020. ID at 4. That decision is now final. Butler v. Office of Personnel Management , 98 M.S.P.R. 655, ¶ 3 (2005), aff’d, 168 F. App’x 439 (Fed. Cir. 2006); see 5 C.F.R. § 1201.113(a)-(c). We therefore decline to disturb the relief ordered in the initial decision.5 The appellant is not entitled to backpay and other benefits for the period that she was receiving OWCP benefits. ¶9In addition to the relief described above, the initial decision ordered the agency to pay all applicable backpay and benefits. ID at 4. An employee who is receiving OWCP benefits is not entitled to receive salary, pay, or remuneration of any type.4 Hagan, 99 M.S.P.R. 313, ¶ 11 (citing 5 U.S. C. § 8116(a)). The appellant’s request for backpay, overtime, and interest is therefore denied. An employee who is receiving OWCP benefits generally is not also entitled to accrue annual or sick leave. Roja v. Department of the Navy , 55 M.S.P.R. 618, 621 (1992). ¶10We next address the appellant’s request for retirement contributions. CF, Tab 1 at 7. The administrative judge did not specifically address this claim, which the appellant raised below. Although the appellant has not reasserted the claim on review, we address it here to ensure the clarity of our decision. Contributions to and deductions from the Federal Employees Retirement System are based on a percentage of basic pay. See 5 U.S.C. § 8422(a); 5 C.F.R. § 841.504(a)-(b). No employee deduction is due for pay periods in which the employee received no basic pay. 5 C.F.R. § 841.504(b). As an OWCP recipient in an unpaid leave status, the appellant received no basic pay. See Roja, 55 M.S.P.R. at 621. Therefore, the agency is not obligated to make contributions or take deductions for FERS. Id. As to the appellant’s claim regarding service credit for retirement, that issue is properly before the Office of Personnel Management (OPM). See 5 U.S.C. §§ 8151, 8332(f); see also Ocampo v. Office of Personnel Management , 43 M.S.P.R. 209, 210 (1990) (holding that the Board lacked jurisdiction over the appellant’s claim to service credit because no initial 4 An exception may exist where an appellant is retroactively restored to duty due to an arbitrary and capricious denial of restoration; however, that does not apply here because the administrative judge found in a separate appeal that the agency did not deny the appellant’s restoration rights. Escobar v. Department of Justice , MSPB Docket No. DE-0353-21-0256-I-2, Final Order (Nov. 16, 2022); e.g., Tram v. U.S. Postal Service , 120 M.S.P.R. 208, ¶ 10 (2013). 6 or reconsideration decisions had been issued by OPM). The appellant has also requested repayment of medical expenses due to a purported lapse in her Federal health care coverage. CF, Tab 1 at 6. However, the Board has no authority to direct an agency to pay consequential damages in connection with a backpay award. See Kennedy v. U.S. Postal Service , 42 M.S.P.R. 429, 431-32 (1989). ¶11The compliance initial decision remains the final decision of the Board regarding the finding of noncompliance concerning the conversion of AWOL to an approved leave status. The appellant’s petition for enforcement will be referred to the Board’s Office of General Counsel, and, depending on the nature of the submissions, an attorney with the Office of General Counsel may contact the parties to further discuss the compliance process. The parties are required to cooperate with that individual in good faith. Because the purpose of the proceeding is to obtain compliance, when appropriate, an Office of General Counsel attorney or paralegal may engage in ex parte communications to, among other things, better understand the evidence of compliance and any objections to that evidence. Thereafter, the Board will issue a final decision fully addressing all relevant issues in this appeal5 and setting forth the appellant’s appeal rights. ORDER We ORDER the agency to substitute an approved leave status, such as OWCP Injury Leave, for AWOL between September 28, 2020, and February 14, 2021, and to remove all references to AWOL from the appellant’s personnel file. We ORDER the agency to submit to the Clerk of the Board within 60 days of the date of this Order satisfactory evidence of compliance. This evidence shall adhere to the requirements set forth in 5 C.F.R. § 1201.183(a)(6)(i), including submission of evidence and a narrative statement of compliance. The agency’s submission shall demonstrate that it cancelled the appellant’s AWOL and substituted an approved leave in its place and, further, that it removed all 5 The subsequent decision may incorporate the analysis and findings set forth in this Order.7 references to AWOL from the appellant’s personnel file. The agency must serve all parties with copies of its submission. The agency’s submission should be filed under the docket number assigned to the compliance referral matter, MSPB Docket No. DE- 0752-21-0108-X-1. All subsequent filings should refer to the compliance referral docket number set forth above and should be faxed to (202) 653-7130 or mailed to the following address: Clerk of the Board U.S. Merit Systems Protection Board 1615 M Street, N.W. Washington, D.C. 20419 Submissions may also be made by electronic filing at the Board’s e-Appeal site (https://e-appeal.mspb.gov) in accordance with its regulation at 5 C.F.R. § 1201.14. The appellant may respond to the agency’s evidence of compliance within 20 days of the date of service of the agency’s submission. 5 C.F.R. § 1201.183(a) (8). If the appellant does not respond to the agency’s evidence of compliance, the Board may assume that she is satisfied with the agency’s actions and dismiss the petition for enforcement. The agency is reminded that, if it fails to provide adequate evidence of compliance, the responsible agency official and the agency’s representative may be required to appear before the General Counsel of the Merit Systems Protection Board to show cause why the Board should not impose sanctions for the agency’s noncompliance in this case. 5 C.F.R. § 1201.183(c). The Board’s authority to impose sanctions includes the authority to order that the responsible agency official “shall not be entitled to receive payment for services as an employee during the period that the order has not been complied with.” 5 U.S.C. § 1204(e) (2)(A). This Order does not constitute a final order and therefore is not subject to judicial review under 5 U.S.C. § 7703(a)(1). Upon the Board’s resolution of all8 relevant issues in this petition for enforcement, a final order shall be issued, which shall be subject to judicial review. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Escobar_Maria_B_DE-0752-21-0108-C-1_Order.pdf
2024-05-16
MARIA ESCOBAR v. DEPARTMENT OF JUSTICE, MSPB Docket No. DE-0752-21-0108-C-1, May 16, 2024
DE-0752-21-0108-C-1
NP
1,442
https://www.mspb.gov/decisions/nonprecedential/Webb_John_K_AT-0752-16-0540-I-1__Final_Order.pdf
0UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN K. WEBB, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER AT-0752-16-0540-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 John K. Webb , Pensacola, Florida, pro se. William Vincent Cochrane and Holly L. Buchanan , Eglin Air Force Base, Florida, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant was removed from his position of Computer Scientist, GS-12, at the 96th Range Control Squadron, at Eglin Air Force Base, Florida. Initial Appeal File (IAF), Tab 6 at 14. The agency based the action on the appellant’s failure to meet a condition of his employment—the requirement to maintain his security clearance. Id. at 26. The record reflects that on November 20, 2014, the Department of Defense Consolidated Adjudications Facility (DODCAF) rendered a preliminary decision to revoke the appellant’s eligibility for access to classified information or employment in sensitive duties. Id. at 74-75. The appellant was provided with instructions on how to submit a response, which he did on January 30, 2015. IAF, Tab 15, at 17-64. On June 21, 2015, the DODCAF revoked the appellant’s “eligibility for access to classified information and/or assignment to duties that have been designated national security sensitive.” IAF, Tab 6 at 71-72. Although the appellant appealed the decision to the Personnel Security Appeal Board (PSAB), the PSAB upheld the revocation on October 16, 2015. Id. at 69-70. The agency proposed the appellant’s removal on February 25, 2016, and he submitted both a written and an oral response to the proposal. Id. at 20-28. The deciding official issued a2 decision removing the appellant effective April 30, 2016. Id. at 15-19. The appellant then filed this Board appeal. IAF, Tab 1. Because the appellant withdrew his request for a hearing, the administrative judge decided this appeal based on the written record. IAF, Tab 27, Initial Decision (ID) at 2; IAF, Tab 21 n.1. In her initial decision, the administrative judge found that the agency demonstrated by preponderant evidence that the appellant’s Computer Scientist position required him to maintain a Secret level security clearance. ID at 4; IAF, Tab 6 at 22, 65, Tab 22 at 10, 12. The administrative judge also found that the record established that the DODCAF revoked the appellant’s access to classified information and that the PSAB upheld the revocation. ID at 4; IAF Tab 6 at 69-75; Tab 15 at 66-69. The administrative judge found further that the agency complied with the procedures required by 5 U.S.C. § 7513(b) when removing the appellant from his position, and that the agency established the required nexus between its adverse action and the efficiency of the service. ID at 4. In addition, the administrative judge found no evidence of a formal agency policy that gives the appellant the right to transfer to a nonsensitive position, and absent a statute or regulation requiring the agency to seek out alternative employment, the Board lacks the authority to review whether an employee’s reassignment to a position not requiring a security clearance would have been reasonable. ID at 3-4. To the extent the appellant alleged that the agency discriminated against him on the basis of his age by showing favoritism to younger employees by helping them keep their security clearances, the administrative judge found that the Board lacks authority to review this claim because it would involve an inquiry into the validity of the agency’s reasons for deciding to revoke the appellant’s access. ID at 4-5. Finally, regarding the appellant’s claim that the agency failed to follow its own procedural protections when it did not consider certain documents he provided, the administrative judge found that because the appellant failed to prove by preponderant evidence that the agency committed any procedural error that would have resulted in him not being3 removed for failure to maintain a requirement of his position, he failed to establish harmful error. ID at 5-6. Thus, the administrative judge affirmed the agency’s removal action. ID at 6. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW In Department of the Navy v. Egan , 484 U.S. 518, 530 -31 (1988), the U.S. Supreme Court held that, in an appeal under 5 U.S.C. § 7513 based on the denial or revocation of a security clearance, the Board lacks authority to review the substance of the underlying security clearance determination, but may review, inter alia, whether the employee’s position required a security clearance, whether the security clearance was revoked, and whether the procedures set forth in 5 U.S.C. § 7513(b) were followed. Here, it is undisputed that the appellant’s position required a security clearance, that it was revoked, and that the agency complied with the requirements of 5 U.S.C. § 7513(b) in taking the removal action. The U.S. Court of Appeals for the Federal Circuit also has held that, pursuant to 5 U.S.C. § 7701(c)(2)(C), the Board may review whether an agency complied with its procedures leading to the adverse action, including its procedures for revoking a security clearance, provided the Board does not review the substance of the revocation decision.2 Romero v. Department of Defense , 527 F.3d 1324, 1328-29 (Fed. Cir. 2008). To prevail with a harmful error affirmative defense, the appellant must prove by preponderant evidence not only 2 The Board has further held that, although a security clearance determination does not implicate any due process concerns, the Board may review whether the agency provided the procedural due process guaranteed under the Fifth Amendment in taking the resulting adverse action. Buelna v. Department of Homeland Security , 121 M.S.P.R. 262, ¶ 15 (2014). The appellant has not asserted that the agency denied him constitutional due process. 4 that the agency violated its own procedures, but also that the procedural error was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Stephen v. Department of the Air Force, 47 M.S.P.R. 672, 681, 685 (1991); 5 C.F.R. § 1201.56(c)(1). Here, the appellant appears to be reasserting that the agency committed harmful error when it did not consider certain updated documents he provided concerning his financial situation with his creditors. PFR File, Tab 1 at 17-22. For instance, he contends that the agency failed to consider documents he submitted to the agency and that he was prevented from obtaining relevant documents during the agency’s discovery process. Id. at 11. He also reiterates that he is a valuable employee and that the deciding official prevented him from using Air Force Article 8.7 to have his security clearance reinstated. Id. at 11-14. However, even considering the appellant’s claims that the agency did not consider all of the documents he provided, we nonetheless lack authority to review the substance of the security clearance determination, see Romero, 527 F.3d at 1329, and the appellant has not otherwise shown by preponderant evidence that the alleged error would likely have resulted in him not being removed for failure to maintain a requirement of his position. Further, the record establishes that the agency complied with its own internal procedures when it provided the appellant at least 30 days’ advance written notice of the proposed action; afforded him a reasonable time, but not less than 7 days, to respond; to submit an answer; advised him that he had the right to be represented by a representative of his choice; and provided him with a written decision explaining the agency’s reasons for its decision to remove him. IAF, Tab 6 at 20-21, 26-28. The appellant also appears to be reasserting his claim that the agency committed harmful error because the agency’s decision letter was deceptive and he “did not have 20 days to get legal representation from AFGE Union.” Id. at 23. However, as the administrative judge correctly found, the decision letter informed the appellant that, pursuant to the parties’ collective bargaining5 agreement, he had 20 days from the effective date of his removal to file a grievance. IAF, Tab 6 at 15-17. Furthermore, both the decision letter and the notice of proposed removal advised the appellant that he had the right to designate a representative of his choice, including the union, if he so desired. Id. at 17, 27. Thus, we find no merit to the appellant’s argument. The appellant further argues that the administrative judge erred in finding that the Board lacks jurisdiction over his age discrimination claim. PFR File, Tab 1 at 18-19. He asserts that, because his discrimination claim was against an official at Eglin Air Force Base and not the DODCAF, his claim should not be exempt from Board jurisdiction. Id. However, the substance of the appellant’s discrimination claim is that the official in question exhibited favoritism toward younger engineers by helping them maintain their security clearances while his was revoked. Id. at 18. The Board is not permitted to review allegations of prohibited discrimination relating to an adverse action premised on the suspension or revocation of a security clearance where doing so would involve a prohibited inquiry into the validity of the security clearance determination.3 Putnam v. Department of Homeland Security , 121 M.S.P.R. 532, ¶ 19 (2014). Thus, we find that the administrative judge correctly refrained from reviewing the appellant’s age discrimination claim. Finally, the appellant also appears to object to the agency’s failure to respond to his discovery requests during the Board appeal process. PFR File, Tab 1 at 24-26. However, the record reflects that the appellant did not timely or properly file a motion to compel. Further, even though the administrative judge did not address his discovery argument below or the agency’s assertion that the 3 The Board has held open the possibility of considering a discrimination claim that would not require the Board to review the substance of the underlying security clearance determination, e.g., a claim that solely goes to the issue of penalty and is based on the agency’s treatment of similarly situated individuals outside of the appellant’s protected class. See Helms v. Department of the Army , 114 M.S.P.R. 447, ¶ 9 n.* (2010). Here, the appellant’s age discrimination claim implicates the substance of the underlying security clearance determination, and so it is not reviewable. 6 appellant’s discovery requests were untimely filed, we discern no resulting harm because the appellant failed to submit a motion to compel that meets the requirements of 5 C.F.R. § 1201.73(c)(1). IAF, Tab 25 at 4-5; see Johnson v. Department of Justice , 104 M.S.P.R. 624, ¶ 30 (2007) (finding that the administrative judge’s failure to rule on a motion to compel was not harmful because the motion failed to meet the Board’s regulatory requirements and did not state how the information in the discovery responses sought was relevant and material). In sum, because the appellant held a position that required him to maintain a security clearance and his clearance was revoked, and because the agency complied both with the procedural requirements under 5 U.S.C. § 7513 and its own internal procedures in processing his removal, we find that the administrative judge correctly sustained the agency’s removal action.4 NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 4 Absent a statute or regulation requiring the agency to seek out alternative employment, the Board lacks authority to review whether the appellant’s reassignment to a position not requiring a security clearance would have been feasible. Griffin v. Defense Mapping Agency , 864 F.2d 1579, 1580 (Fed. Cir. 1989); see Hornseth v. Department of the Navy , 916 F.3d 1369, 1374-75 (Fed. Cir. 2019). 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 8 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 9 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.6 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 6 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Webb_John_K_AT-0752-16-0540-I-1__Final_Order.pdf
2024-05-16
JOHN K. WEBB v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. AT-0752-16-0540-I-1, May 16, 2024
AT-0752-16-0540-I-1
NP
1,443
https://www.mspb.gov/decisions/nonprecedential/Martin_Chris_D_SF-1221-20-0234-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRIS D. MARTIN, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-1221-20-0234-W-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Anthony Rogers , San Antonio, Texas, for the appellant. Kathryn Price , El Segundo, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action appeal for lack of jurisdiction. On petition for review, the appellant argues that the administrative judge should have allowed him to conduct discovery and applied a different standard to determine whether he was subjected to a significant change in duties, responsibilities, or working conditions. Generally, we grant petitions such as this one only in the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you3 were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Martin_Chris_D_SF-1221-20-0234-W-1__Final_Order.pdf
2024-05-16
CHRIS D. MARTIN v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-1221-20-0234-W-1, May 16, 2024
SF-1221-20-0234-W-1
NP
1,444
https://www.mspb.gov/decisions/nonprecedential/Williams_EricAT-4324-16-0662-B-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ERIC WILLIAMS, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER AT-4324-16-0662-B-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Eric Williams , North Charleston, South Carolina, pro se. Karissa Getz , Norfolk, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the remand initial decision, which denied his request for corrective action under the Uniformed Services Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335) (USERRA). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to apply the doctrine of res judicata to the appellant’s claims arising under the Veterans Employment Opportunities Act of 1998 (VEOA) and to consider alleged disparate impact evidence as possible evidence of discriminatory intent, we AFFIRM the initial decision. BACKGROUND In July 2015, the appellant, who is not currently a Federal employee, applied for a GS-9/11 Contract Specialist position in the agency’s Defense Acquisition Workforce (DAW) advertised under job announcement number EA51102-12-1460254LZ1221318D. Williams v. Department of the Navy , MSPB Docket No. AT-4324-16-0662-B-1, Remand File (RF), Tab 12 at 4; Williams v. Department of the Navy , MSPB Docket No. AT-4324-16-0662-I-1, Initial Appeal File (IAF), Tab 7 at 69. The agency ranked candidates into categories of Qualified, Well Qualified, and Best Qualified, and referred the 11 candidates ranked Best Qualified to the selecting official. IAF, Tab 7 at 66-68, 73. The appellant was ranked Well Qualified, and so was not referred to the selecting official. RF, Tab 12 at 4-5. All of the referred candidates were veterans. IAF, Tab 7 at 67-68. Around the same time that the agency issued the vacancy announcement listed above, it received authority from the Secretary of Defense to hire for DAW2 Contract Specialist positions using an expedited hiring authority (EHA). Id. at 69-70, 78-79; Williams v. Department of the Navy , MSPB Docket No. DC- 3330-16-0292-B-1 (0292-B-1 Appeal), Remand File (0292 RF), Tab 9, Hearing Compact Disc (HCD), Track 1 at 1:00 (testimony of the agency’s hiring official). The agency decided not to select any of the Best Qualified candidates. IAF, Tab 7 at 66. Instead, it decided to use the EHA. HCD, Track 1 at 1:00 (testimony of the agency’s hiring official). The agency began interviewing candidates for recruitment under the EHA in July 2015. Id. Between September 2015 and July 2016, the agency used the EHA to make Contract Specialist position job offers to 10 veterans, 2 of whom declined, and 17 nonveterans, 1 of whom declined. IAF, Tab 7 at 65. In January 2016, the appellant filed a Board appeal challenging the nonselection and use of the EHA program under the VEOA. Williams v. Department of the Navy , MSPB Docket No. DC-3330-16-0292-I-1 (0292-I-1 Appeal), Initial Appeal File (0292 IAF), Tab 1 at 1-3. Following a remand, an administrative judge issued a remand initial decision, finding on the merits that the appellant did not prove that the agency denied him the right to compete for the position or violated his veterans’ preference rights when it appointed nonpreference eligibles to the Contract Specialist position under the EHA program. 0292-B-1 Appeal, Remand Initial Decision at 6-19 (Dec, 21, 2016). The appellant filed a petition for review, and the Board affirmed the remand initial decision. 0292-B-1 Appeal, Final Order, ¶¶ 1, 12, 14-17 (Aug. 25, 2022). The appellant sought review in the U.S. Court of Appeals for the Federal Circuit (Federal Circuit), which affirmed the Board’s decision. Williams v. Department of the Navy, No. 2023-1010, 2023 WL 3373578 (Fed. Cir. May 11, 2023). In July 2016, the appellant filed the instant appeal, in which he repeated his claims from the prior VEOA Appeal and argued that the agency discriminated against him based on his military service when it did not select him for the GS-9/11 Contract Specialist position. IAF, Tab 1 at 1-5. The administrative3 judge dismissed the appeal for lack of jurisdiction. IAF, Tab 10, Initial Decision at 1, 3. The appellant filed a petition for review. Williams v. Department of the Navy, MSPB Docket No. AT-4324-16-0662-I-1, Petition for Review (PFR) File, Tab 1. The Board granted the petition for review, found that the appellant established jurisdiction over his USERRA appeal, vacated the initial decision, and remanded the appeal for a determination on the merits. PFR File, Tab 5, Remand Order. After holding a hearing, the administrative judge issued a remand initial decision in which she denied corrective action. RF, Tab 24, Remand Initial Decision (RID) at 2, 6. She found that the appellant did not prove that his placement on the Well Qualified (as opposed to Best Qualified) list or the agency decision to hire using an EHA was motivated by his prior military service. RID at 5-6. She found that the appellant’s remaining arguments were outside the Board’s USERRA jurisdiction and adjudicated in his prior VEOA appeal of the nonselection. RID at 3-6 & n.1. The appellant has filed a petition for review. Williams v. Department of the Navy, MSPB Docket No. AT-4324-16-0662-B-1, Remand Petition for Review (RPFR) File, Tab 1. He reiterates that he should have been ranked as “Best Qualified” and that the agency’s nonselection of veterans for the position was the result of intentional discrimination and had a disparate impact on veterans. RPFR File, Tab 1 at 4-7; RF, Tab 21. He argues for the first time that the agency preselected candidates for the position instead of using its EHA. RPFR File, Tab 1 at 7. The agency has filed a response to which the appellant has replied. RPFR File, Tabs 3-4.4 DISCUSSION OF ARGUMENTS ON REVIEW We modify the initial decision to apply the doctrine of res judicata to the appellant’s VEOA claims. The administrative judge found that the Board previously decided several of the appellant’s arguments in a VEOA appeal concerning his nonselection for the same position at issue here. RID at 3 n.1. As a result, she did not consider the appellant’s allegations that the agency should have rated him among the Best Qualified due to his service -connected disability; denied him a right to compete by failing to make a selection from the certificate for announcement number EA51102-12-1460254LZ1221318D, which consisted entirely of veterans; failed to use pass-over procedures to hire a nonveteran over him; and failed to follow necessary procedures to use the EHA program. RID at 3 n.1, 4. In making this decision, the administrative judge did not expressly apply any particular legal doctrine. However, she most likely intended to rely on the doctrine of adjudicatory efficiency, under which an administrative judge may dismiss an appeal that raises claims raised in an earlier appeal after the initial decision in the earlier appeal has been issued, but before the full Board has acted on the appellant’s petition for review. Zgonc v. Department of Defense , 103 M.S.P.R. 666, ¶ 6 (2006), aff’d per curiam , 230 F. App’x 967 (Fed. Cir. 2007). We agree with the administrative judge’s decision not to consider these claims on the merits. However, we modify the initial decision to find that the appellant’s VEOA claims should now be dismissed based on the doctrine of res judicata. Under that doctrine, a valid final judgment on the merits of an action bars a second action involving the same parties or their privies based on the same cause of action. Zgonc, 103 M.S.P.R. 666, ¶ 8. The doctrine precludes the parties from relitigating issues that were, or could have been, raised in the prior action and it applies when (1) the prior decision was rendered by a forum with competent jurisdiction; (2) the prior decision was a final decision on the merits;5 and (3) the same cause of action and the same parties or their privies were involved in both cases. After the remand initial decision was issued in the instant appeal, the Board denied the appellant’s petition for review of the remand initial decision in the 0292 Appeal, and the Federal Circuit affirmed the Board’s decision. Williams, 2023 WL 3373578; 0292-B-1 Appeal , Final Order, ¶ 1. The remand initial decision in the 0292 Appeal, which denied corrective action on the same VEOA claims the appellant sought to raise here, is now final. 0292-B-1 Appeal, Remand Initial Decision at 12-14, 19; see 5 C.F.R. § 1201.113(b) (providing that an initial decision becomes final when the Board issues its last decision denying a petition for review). The prior appeal involved the same parties and the Board had jurisdiction over the claims. 0292-I-1 Appeal, Remand Order, ¶¶ 9-15 (Aug. 12, 2016). So, the requirements of res judicata are met. Accordingly, we decline to grant review based on the appellant’s claims that the agency should have rated him among the Best Qualified due to his service -connected disability, denied him a right to compete by failing to make a selection from the certificate consisting of veterans, failed to use pass-over procedures in hiring a nonveteran over him, had no legitimate reason to cancel the “veteran only” certificate of eligibles, and failed to follow EHA procedures. RPFR File, Tab 1 at 4-5, 12-16. Instead, we dismiss these claims. The administrative judge correctly found that the appellant did not establish that his uniformed service was a motivating or substantial factor in his nonselection. The administrative judge found that the appellant’s remaining claims did not evidence that his military service was a motivating factor in the nonselection. RID at 5-6. The appellant appeared to argue below and on review that the agency’s decision to cancel the certificate of eligibles and use the EHA discriminated against veterans or had a disparate impact on veterans. RF, Tab 22 at 4, 6; RPFR File, Tab 1 at 5. The administrative judge found that a disparate impact claim is not cognizable under USERRA, but even considering it as6 circumstantial evidence of intentional discrimination, the appellant did not establish motivating factor, because the agency used the EHA process to fill the vacancies with both veteran and nonveteran applicants. RID at 5 -6. In a USERRA discrimination claim, an appellant “bear[s] the initial burden” of proving that his “military service was a ‘substantial or motivating factor’” in the agency’s action. Sheehan v. Department of the Navy , 240 F.3d 1009, 1013 (Fed. Cir. 2001) (citation omitted). Military service is a substantial or motivating factor in an employment decision “if the employer ‘relied on, took into account, considered, or conditioned its decision’ on the employee’s military- related absence or obligation.” See Erickson v. U.S. Postal Service , 571 F.3d 1364, 1368 (Fed. Cir. 2009) (citation omitted). The appellant may rely on “direct or circumstantial evidence.” Sheehan, 240 F.3d at 1014 (citations omitted). Circumstantial evidence may include “proximity in time between the employee’s military activity and the adverse employment action, inconsistencies between the proffered reason and other actions of the employer, an employer’s expressed hostility towards members protected by the statute together with knowledge of the employee’s military activity, and disparate treatment of certain employees compared to other employees with similar work records or offenses.” Id. “In determining whether the employee has proven that his protected status was part of the agency’s motivation for its conduct, all record evidence may be considered, including the agency’s explanation for the actions taken.” Id. The first factor is “proximity in time between the employee’s military activity and the adverse employment action.” Sheehan, 240 F.3d at 1014. As the administrative judge noted, the record reflects neither that the appellant’s uniform service was recent nor even when it occurred. RID at 2. The appellant has not clarified on review when he last performed military service. We therefore agree with the administrative judge that the first factor does not support the inference of discriminatory motivation in violation of USERRA. See, e.g., Jones v. Department of Health and Human Services , 718 F. App’x 958, 961 (Fed. Cir.7 2017) (finding 47 years too remote to raise an inference of discriminatory motive).2 The second factor looks at “inconsistencies between the proffered reason and other actions of the employer.” Sheehan, 240 F.3d at 1014. Here, the administrative judge determined the agency decided not to select any candidate from the referred candidates and instead filled the vacancies using the EHA program. RID at 3; IAF, Tab 7 at 66. The Board previously found that the use of the EHA did not violate VEOA because appointments could be made under the EHA program without regard to veterans’ preference. 0292-B-1 Appeal, Final Order, ¶¶ 13, 16-17 (citing 5 U.S.C. § 3304(a)(3) (permitting agencies to appoint without regard to veterans’ preference requirements when the Office of Personnel Management has determined there is a “severe shortage” of candidates” . . . or . . . a critical hiring need”); 10 U.S.C. § 1705(f) (permitting the Secretary of Defense to hire under 5 U.S.C. § 3304 based on “a shortage of candidates or . . . a critical hiring need” )). This finding is not the same as finding the agency’s justification was valid in the USERRA context. So, we consider the agency’s brief explanation in the context of the Sheehan factors. The administrative judge credited the selecting official in finding that the agency made several selections using the EHA process. RID at 3; RF, Tab 12 at 13. The agency did not call any witnesses to testify at the hearing in the instant appeal. RF, Tab 20 at 2. Although the agency presented witnesses at the hearing in the appellant’s VEOA Appeal, a different administrative judge heard that testimony. Assessment of the probative value of hearsay evidence necessarily depends on the circumstances of each case. Borninkhof v. Department of Justice, 5 M.S.P.R. 77, 83 -87 (1981). The following factors affect the weight to be accorded to hearsay evidence: (1) the availability of persons with firsthand knowledge to testify at the hearing; (2) whether the statements of the out -of-court 2 The Board can rely on unpublished Federal Circuit decisions that it finds persuasive, as we do here. Mauldin v. U.S. Postal Service , 115 M.S.P.R. 513, ¶ 12 (2011).8 declarants were signed or in affidavit form, and whether anyone witnessed the signing; (3) the agency’s explanation for failing to obtain signed or sworn statements; (4) whether declarants were disinterested witnesses to the events, and whether the statements were routinely made; (5) consistency of declarants’ accounts with other information in the case, internal consistency, and their consistency with each other; (6) whether corroboration for statements can otherwise be found in the agency record; (7) the absence of contradictory evidence; (8) credibility of declarant when she made the statement attributed to her. Id. at 87. Although the administrative judge here did not specifically identify the record evidence in addressing the agency’s use of its EHA, it is nonetheless evident that she relied on an affidavit submitted by the hiring official. RID at 3; IAF, Tab 7 at 66. Further, although the administrative judge did not identify the Borninkhof factors in assessing the weight to be accorded this declaration, she clearly considered them. For example, although the hiring official did not testify at the hearing in the instant appeal, the administrative judge found her declaration consistent with, supported by, and uncontradicted by the record. RID at 5; IAF, Tab 7 at 65, 76-83. The hiring official’s declaration, which is sworn under penalty of perjury, is also consistent with her testimony during the hearing in the 0292 Appeal. 0292 RF, Tab 9, HCD, Track 1 at 00:55-1:29 (testimony of the hiring official). The appellant challenges the hiring official’s credibility by arguing that her declaration falsely stated the agency decided to use the EHA on October 6, 2015, when agency evidence showed they used EHA beginning in June 2015. RPFR File, Tab 1 at 7; RF, Tab 22 at 11-12; IAF, Tab 7 at 65-66. He reargues that this amounts to “direct evidence of intentional discriminatory motive.” RPFR File, Tab 1 at 13; RF, Tab 22 at 11-12. Contrary to the appellant’s assertion on review, the hiring official did not state that in October 2015 the agency decided to use the EHA to appoint to the position. Instead, she declared9 that the agency decided in October 2015 not to select any of candidates referred under job announcement number EA51102-12-1460254LZ1221318D to fill the specific vacancy announcement at issue. IAF, Tab 7 at 66. During her testimony on the 0292 Appeal, she explained that the agency did not interview or hire anyone from the referral list because it recognized the names from prior certificates, and had either interviewed the candidates in connection with those certificates or determined they were not qualified for the position. 0292 RF, Tab 9, HCD, Track 1 at 00:59, 01:22 (testimony of the hiring official). The undisputed evidence shows that the agency authorized use of the EHA process in March 2015. IAF, Tab 7 at 76-83. The record further shows that the agency began interviews using the EHA process to fill Contract Specialist positions in July 2015. Id. at 65. Although the agency has not identified which vacancy announcement each EHA selectee filled, these facts do not contradict the hiring official’s statement. Id. at 65-66. Moreover, between September 2015 and July 2016, the agency offered 10 veterans Contract Specialist positions with the intention of appointing them under the EHA. Id.; 0292 RF, Tab 9, HCD, Track 1 at 01:01, 01:26 (testimony of the hiring official). We conclude that the administrative judge gave the hiring official’s statement appropriate weight. We discern no basis to disturb the administrative judge’s determination that the agency offered consistent explanations for the appellant’s nonselection. RID at 5. The appellant also argued below, and reasserts on review, that the agency’s decision to cancel the certificate of eligibles and use the EHA had a disparate impact on veterans. RF, Tab 22 at 4, 6; RPFR File, Tab 1 at 5. The Board has held that USERRA does not provide for a claim under a disparate impact theory because intent is a required element of proof to establish discrimination under USERRA. Harellson v. U.S. Postal Service , 115 M.S.P.R. 378, ¶¶ 12-19 (2011). But a known disparate impact of an agency policy or practice may be some evidence of discriminatory intent. Id., ¶ 21. Along these lines, the appellant observes that the hiring certifications for job announcement number EA51102-12-10 1460254LZ1221318D included only veterans, but the agency ultimately hired both veterans and nonveterans. RPFR File, Tab 1 at 5-8; e.g., IAF, Tab 7 at 67-68. Had the agency used the original certificate of Best Qualified candidates, any selectee from that certificate would have been a veteran. IAF, Tab 7 at 67-68. However, the appellant has not alleged, nor provided any evidence showing, that the agency knew that its use of the EHA would result in the hiring of nonveterans. The appellant tries to address this issue by suggesting that, at the time the agency decided to use the EHA, it knew that all the candidates on the first certificate were veterans. PFR File, Tab 1 at 10-11, 14. But that is not the same as proceeding forward with the EHA process despite knowing that it would exclude veterans. See Harellson, 115 M.S.P.R. 378, ¶ 20 n.5 (explaining that the agency must know of the disparate impact of the policy and choose to go forward with it anyway, thus providing evidence of intent and not merely a disparity in effect) . Accordingly, we decline to read any discriminatory intent into the agency’s decision. Because the administrative judge’s analysis did not consider the evidence of disparate impact as possible evidence of discriminatory intent, we modify the initial decision to do so on review. Nonetheless, we agree with her conclusion that the second Sheehan factor does not support the appellant’s claims. RID at 5. The third Sheehan factor is the “expressed hostility towards members protected by the statute together with knowledge of the employee’s military activity.” 240 F.3d at 1014. The administrative judge found that the agency expressed no hostility toward those having performed military service. RID at 5. The appellant has not disputed this finding. The third factor thus does not support the appellant’s claims. The fourth factor indicating discriminatory motivation is the “disparate treatment” of similarly situated applicants. See Sheehan, 240 F.3d at 1014. The administrative judge found no evidence that the qualifications of veterans and11 non-veterans were assessed differently. RID at 5-6; RF, Tab 7 at 65-66. The appellant does not challenge this conclusion, but instead argues that those who applied under job announcement number EA51102-12-1460254LZ1221318D were not interviewed. RPFR File, Tab 1 at 8, 16. As noted above, the agency selected both veterans and nonveterans for Contract Specialist positions. IAF, Tab 7 at 65. It also interviewed both veterans and nonveterans candidates when hiring using its EHA authority. Id. The appellant’s arguments on review do not suggest any discriminatory animus. Accordingly, we agree with the administrative judge that the appellant did not prove that his nonselection was motivated by his military service. RID at 5-6. We decline to consider the appellant’s new argument. The appellant argues for the first time on review that the agency preselected candidates for the position instead of using its EHA. RPFR File, Tab 1 at 7. The Board generally will not consider an argument raised for the first time in a petition for review absent a showing that it is based on new and material evidence not previously available despite the party’s due diligence. Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016); Banks v. Department of the Air Force, 4 M.S.P.R. 268, 271 (1980); 5 C.F.R. § 1201.115(d). Here, the appellant has not explained why this argument could not have been raised before the administrative judge, and we need not consider it. In any event, the appellant provides no explanation for how the alleged preselection related to his military service. Preselection can give rise to a USERRA claim when coupled to unlawful discrimination based on an individual’s current or past military service. Beck v. Department of Navy , 997 F.3d 1171, 1187-88 (Fed. Cir. 2021). Preselection alone, however, does not violate USERRA. Id. at 1188. As discussed above, we agree with the administrative judge that the appellant did not prove that his nonselection or the agency’s use of the EHA program was motivated by antimilitary animus. Thus, the argument provides no basis to grant the appellant’s petition for review. 12 Accordingly, we affirm the initial decision as modified above. NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.13 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on14 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or15 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 16 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.17
Williams_EricAT-4324-16-0662-B-1__Final_Order.pdf
2024-05-16
ERIC WILLIAMS v. DEPARTMENT OF THE NAVY, MSPB Docket No. AT-4324-16-0662-B-1, May 16, 2024
AT-4324-16-0662-B-1
NP
1,445
https://www.mspb.gov/decisions/nonprecedential/Smith_James_D_CH-1221-18-0276-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES DARRYL SMITH, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-1221-18-0276-W-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jonay McCall , Saint Louis, Missouri, for the appellant. Christine Beam , Esquire, Saint Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to conclude that the appellant has now demonstrated that he exhausted his administrative remedies with the Office of Special Counsel (OSC) as to several alleged disclosures and personnel actions, and to supplement the finding that the appellant failed to make a nonfrivolous allegation that he made a protected disclosure, we AFFIRM the initial decision. BACKGROUND Effective July 10, 2016, the appellant was promoted from a WG-4 Food Service Worker position to a WG-6 Motor Vehicle Operator position with the agency. Initial Appeal File (IAF), Tab 7 at 11. The agency proposed the appellant’s removal on November 1, 2017, during the training period for his new position. Id. at 12-14. The parties executed a settlement agreement on December 1, 2017, in which the agency agreed not to process the removal and to instead reassign the appellant to a WG-4 Food Service Worker position, effective December 10, 2017. Id. at 17-19. On March 19, 2018, the appellant filed the instant Board appeal. IAF, Tab 1. Attached to the appeal, the appellant included a document entitled “Timeline of Prohibited Personnel Practices,” in which he appeared to complain about a performance appraisal and a proposed removal and referenced a number 3 of emails he sent to various individuals. Id. at 6-7. The appellant also attached a close-out letter from OSC dated January 25, 2018, notifying him that OSC had terminated its inquiry into his allegations and advising him of his right to file an appeal with the Board. Id. at 5. The administrative judge issued an order, informing the appellant of the standard for establishing jurisdiction over an IRA appeal and directing him to file a statement detailing the specific elements of his claim, including the following: a list of each protected disclosure that he was claiming; the dates on which he made the disclosures or engaged in the activities; the individuals to whom he made the disclosures; an explanation of why his belief in the truth of the disclosures was reasonable; the actions the agency took or failed to take, or threatened to take or fail to take, because of the disclosure; why he believed that each disclosure was a contributing factor in a claimed personnel action; and the date of his complaint to OSC, and when, if at all, he was notified by OSC that it was terminating its investigation into this complaint. IAF, Tab 3 at 7-8. The appellant did not respond to the order. The agency filed a motion requesting that its response deadline be held in abeyance pending resolution of the jurisdictional question, to which the appellant did not object. IAF, Tab 5 at 4-6. After the extended jurisdictional response deadline passed, the agency moved to dismiss the appeal for lack of jurisdiction. IAF, Tab 7. The appellant again failed to respond. The administrative judge subsequently issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 8, Initial Decision (ID). She found that she was unable to discern whether the appellant had exhausted his administrative remedies before OSC, ID at 5-6, but that, based on the provided record, the appellant failed to make a nonfrivolous allegation that he made a protected disclosure, ID at 6-8. The appellant has filed a petition for review challenging the initial decision and has submitted additional documentary evidence. Petition for Review (PFR) 4 File, Tab 1. The agency has filed a response in opposition to the petition for review, and the appellant has not filed a reply. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The appellant has provided evidence demonstrating that he has exhausted his administrative remedies with OSC. To establish jurisdiction over an IRA appeal, an appellant must show that he exhausted his administrative remedies before OSC and make nonfrivolous allegations of the following: (1) he made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity as specified in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a).2 5 U.S.C. §§ 1214(a)(3), 1221; Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). To prove exhaustion of his administrative remedies before OSC, an appellant must show that OSC has notified him that it terminated its investigation and no more than 60 days have elapsed since such notification was provided to him.3 5 U.S.C. § 1214(a)(3)(A); see 5 C.F.R. § 1209.5(a). On review, the appellant challenges the administrative judge’s finding that the Board lacks jurisdiction over his appeal. PFR File, Tab 1 at 3-6. To support this claim, the appellant submits a number of documents predating his initial Board appeal, purportedly showing that he exhausted his administrative remedies before OSC and asserts that he “thought the same documents [he] sent to OSC were contained in [his] initial e-appeal.” Id. at 3-5. The documents that the 2 During the pendency of this appeal, the National Defense Authorization Act for Fiscal Year 2018 (NDAA), Pub. L. No. 115-91, 131 Stat. 1283, was signed into law on December 12, 2017. Section 1097 of the NDAA amended various provisions of title 5 of the U.S. Code. Our decision to affirm the initial decision would be the same under both pre- and post-NDAA law. 3 Alternatively, an appellant can also show that 120 days have elapsed since he sought corrective action from OSC, and he has not been notified by OSC that it would seek corrective action on his behalf. 5 U.S.C. § 1214(a)(3)(B). 5 appellant has submitted include copies of emails he sent to a number of agency officials, including former Department of Veterans Affairs Secretaries McDonald and Shulkin, the Chief of the Health Administration Service, and his former supervisor, id. at 7-9, 11, 16-20, a copy of a letter sent by a union official regarding the appellant’s November 2017 proposed removal, id. at 12, a memorandum memorializing the appellant’s change in work duties due to driving safety issues,4 id. at 21, and a number of driving certifications and other documents related to the Motor Vehicle Operator position, id. at 22-26. The appellant also resubmits his OSC close-out letter and the “Timeline of Prohibited Personnel Practices” that he submitted below. Id. at 10, 14-15. The Board generally will not consider evidence submitted for the first time on review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). We have reviewed this newly submitted evidence, and we find that the appellant has not shown that it is new. See Okello v. Office of Personnel Management , 112 M.S.P.R. 563, ¶ 10 (2009) (concluding that, under 5 C.F.R. § 1201.115(d), the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it is both new and material). All of the evidence predates the initial decision, and the appellant does not assert that any of the documents were first obtained after the initial decision was issued. See Avansino, 3 M.S.P.R. at 214. Although the appellant appears to assert that he was unaware that the documents were not included with his initial appeal, as noted above, the administrative judge’s order explicitly informing the appellant of what he needed to provide in order to meet his jurisdictional burden was issued after the appellant submitted his initial appeal. ID at 6-7; IAF, Tab 3 at 7-8. Despite the administrative 4 Effective May 24, 2017, the agency reassigned the appellant to duties in the Health Administration Services front office, pending a fact-finding investigation into safety issues involving his duties as a Motor Vehicle Operator. PFR File, Tab 1 at 21. 6 judge’s specific instructions, the appellant failed to respond to the jurisdictional order or to provide any additional filings. Nevertheless, because the issue of jurisdiction is always before the Board and the Board will consider evidence (even when it is not new and material) when it goes to the question of jurisdiction (e.g., whether the appellant has demonstrated that he exhausted his administrative remedies with OSC), see, e.g, Boechler v. Department of the Interior , 109 M.S.P.R. 542, ¶ 10 (2008), aff’d, 328 F. App’x 660 (Fed. Cir. 2009), we will now consider it. The substantive requirements of exhaustion are met when an appellant has provided OSC with a sufficient basis to pursue an investigation. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. The Board’s jurisdiction over an IRA appeal is limited to those issues that have been previously raised with OSC, but appellants may give a more detailed account of their whistleblowing activities before the Board than they did to OSC. Id. Appellants may demonstrate exhaustion of their OSC remedies with evidence regarding their initial OSC complaint and other communications with OSC concerning their allegations. See Baldwin v. Department of Veterans Affairs , 113 M.S.P.R. 469, ¶ 8 (2010). In the email to former Secretary McDonald in October 2016, the appellant expressed dissatisfaction with his two most recent performance appraisals and with how agency managers generally evaluate employees. PFR File, Tab 1 at 16-18. In the emails to his former supervisor in December 2016, the appellant expressed discontent with the training style of his “preceptor,” who appears to be one of the people who oversaw his training in the Motor Vehicle Operator position. Id. at 7-9; IAF, Tab 7 at 12-13. In the email to the Chief of the Health Administration Service in February 2017, the appellant asked whether there had been any changes to “policy, day to day operations,” or standard operating procedures. PFR File, Tab 1 at 11. In the email to Secretary Shulkin in April 2017, the appellant defended his driving record and expressed frustration 7 with his reassignment from the Motor Vehicle Operator position to the Food Service Worker position. Id. at 19-20. The appellant also referenced his prior email to Secretary McDonald and expressed his belief that his reassignment was “retaliation” for the prior email. Id. at 20. Based on our review of the additional documentary evidence, we conclude that the appellant’s evidence shows that he provided OSC with information regarding these purported disclosures sufficient for it to pursue an investigation. Moreover, the appellant alleged in documentation that he contends he provided to OSC that the agency changed his duties in May 2017, and proposed his removal in November 2017, in retaliation for his disclosures. Thus, we find that he has met the exhaustion requirement as to these alleged disclosures and personnel actions. The appellant has not shown that any of his purported disclosures were protected. Even after considering the additional evidence provided by the appellant, however, we agree with the administrative judge’s conclusion that the appellant failed to make a nonfrivolous allegation that any of his communications were protected disclosures. ID at 7-8. A protected whistleblowing disclosure is a disclosure of information that the appellant reasonably believes evidences any violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8); Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 7 (2016). At the jurisdictional stage, the appellant only is burdened with making a nonfrivolous allegation that he reasonably believed that his disclosure evidenced one of these circumstances. Bradley, 123 M.S.P.R. 547, ¶ 7. The proper test for determining whether an employee had a reasonable belief that his disclosures were protected is whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee could reasonably conclude that the disclosure evidenced one of the circumstances described in 5 U.S.C. § 2302(b)(8). Id. Vague, conclusory, 8 unsupported, and pro forma allegations of alleged wrongdoing do not meet the nonfrivolous pleading standard needed to establish the Board’s jurisdiction. El v. Department of Commerce , 123 M.S.P.R. 76, ¶ 6 (2015), aff’d, 663 F. App’x 921 (Fed. Cir. 2016). Here, the appellant has not made a nonfrivolous allegation that he reasonably believed he disclosed wrongdoing by any agency official that falls within any of the categories in 5 U.S.C. § 2302(b)(8). See Mc Corcle v. Department of Agriculture , 98 M.S.P.R. 363, ¶ 21 (2005) (noting that the Board requires an appellant to provide more than vague and conclusory allegations of wrongdoing by agency officials). As described above, in the October 2016 email to former Secretary McDonald, the appellant expressed dissatisfaction with his two most recent performance appraisals and with how agency managers generally evaluate employees. PFR File, Tab 1 at 16-18. These communications reflect the appellant’s own personal complaints about how he was treated by the agency, as well as his disagreements with the agency’s performance appraisal process and with his supervisor’s assessment of his performance during his training period. Such disagreement falls short of a nonfrivolous allegation of a protected disclosure. See Bradley, 123 M.S.P.R. 547, ¶ 11 (finding that an employee’s disclosure regarding an alleged difference of opinion concerning a policy was not a nonfrivolous allegation of a protected disclosure). Likewise, the appellant’s December 2016 emails simply expressed frustration with one of the people who oversaw his training in the Motor Vehicle Operator position. PFR File, Tab 1 at 7-9. The appellant did not make any allegations in the emails that could be construed as violations of law, rule, or regulation nor did he pinpoint any conduct rising to the level of abuse of authority.5 5 In the February 2017 email to the Chief of the Health Administration Service, the appellant asked a question regarding changes to “policy, day to day operations,” or standard operating procedures, and did not disclose any information. PFR File, Tab 1 at 11. 9 In the April 2017 email to Secretary Shulkin, the appellant defended his driving record and expressed frustration that he was being asked to give up his promotion and return to the Food Service Worker position. PFR File, Tab 1 at 19-20. He referenced his October 2016 email to then-Secretary McDonald, which he had also copied to Shulkin, and expressed his belief that the pending reassignment was “retaliation” for the prior email. Id. The appellant appears to be alleging that his April 2017 email disclosed retaliation, which would be a disclosure of a violation of law. To meet his burden, the appellant would have to make a nonfrivolous allegation that he reasonably believed management in the Motor Vehicle Operator position was retaliating against him because of the October 2016 email to McDonald. In that email, the appellant had expressed displeasure with two performance appraisals he had received as a Food Service Worker and made critical observations regarding the appraisal process. The appellant stated in the April 2017 email that the managers in the two services had worked together for “decades,” but he does not explain how any of the managers would have known about the prior email to McDonald. PFR File, Tab 1 at 19-20. Under the circumstances, we conclude that the appellant’s contention that the threatened reassignment from the Motor Vehicle Operator position was retaliatory was based largely on speculation; as such, he has failed to make a nonfrivolous allegation that he reasonably believed his April 2017 email disclosed retaliation.6 Accordingly, we discern no error in the administrative judge’s finding that the appellant did not make a nonfrivolous allegation that his disclosures were protected under 5 U.S.C. § 2302(b)(8). ID at 7; see Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 106 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, 6 The remaining documents that the appellant submitted, which memorialized the proposed removal, change in work duties, and identified his driving certifications, do not address any potential protected disclosures. PFR File, Tab 1 at 12-13, 21-26. 10 drew appropriate inferences, and made reasoned conclusions); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987) (same). NOTICE OF APPEAL RIGHTS7 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 7 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 11 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on 12 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or 13 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.8 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 8 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 14 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Smith_James_D_CH-1221-18-0276-W-1__Final_Order.pdf
2024-05-16
JAMES DARRYL SMITH v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-1221-18-0276-W-1, May 16, 2024
CH-1221-18-0276-W-1
NP
1,446
https://www.mspb.gov/decisions/nonprecedential/Mcknight_Terria_A_SF-315H-23-0133-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TERRIA A. MCKNIGHT, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-315H-23-0133-I-1 DATE: May 16, 2024 THIS ORDER IS NONPRECEDENTIAL1 Terria A. Mcknight , Washington, D.C., pro se. Camille D. Stroughter , Esquire, Oakland, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction . For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision , and REMAND the case to the Western Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2The following facts are undisputed. The agency terminated the appellant from her competitive-service position as a Contract Specialist, GS–07, during her probationary period based, at least in part, on preappointment reasons (alleged false certification on Optional Form 306, Declaration for Federal Employment). Initial Appeal File (IAF), Tab 8 at 20, 24-25, 32, 36-37. Before her termination, she received a notice of proposed termination on December 9, 2022. Id. at 32-33. The proposal invited her to submit a reply to the Executive Director, Human Resources Operations Office (HR Director), who stated that, upon giving it her full and impartial consideration, she would issue a written decision. Id. at 32. On the same day, the appellant emailed her response to the HR Director. Id. at 27-28. On December 28, 2022, the agency issued a decision, signed by the HR Director, terminating her effective January 5, 2023. Id. at 24-25. ¶3The appellant filed an appeal with the Board mainly arguing the merits of the action and asserting that the Board had jurisdiction over her appeal under 5 C.F.R. §§ 315.805-.806. IAF, Tab 1 at 5, Tab 5 at 4-8. She requested a hearing. IAF, Tab 1 at 2. Among other things, she questioned why the notice of termination did not include the reason for termination or indicate whether her reply had been considered or evaluated. IAF, Tab 1 at 5, Tab 5 at 4. ¶4The administrative judge dismissed the appeal for lack of jurisdiction without holding the requested hearing. IAF, Tab 10, Initial Decision (ID) at 1. While acknowledging that the termination decision letter did not specifically indicate that the agency considered or evaluated the appellant’s reply, he concluded that her claims that her reply had not been considered were “pro forma, conclusory allegations short of the nonfrivolous allegation threshold.” ID at 14-15. He ultimately determined that the appellant received all the procedural protections set forth under 5 C.F.R. § 315.805, including that her reply had been provided to the decision maker and given bona fide consideration. Id. The appellant has filed a petition for review, mostly asserting the same arguments2 she did before the administrative judge. Petition for Review (PFR) File, Tab 1. The agency has responded, and the appellant has replied. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW Remand is appropriate because the appellant has nonfrivolously alleged that the agency did not consider her reply to the notice of proposed termination. ¶5A probationary employee with less than 1 year of current continuous service has no statutory right to appeal her termination. See 5 U.S.C. § 7511(a); Rivera v. Department of the Navy , 114 M.S.P.R. 52, ¶ 4 (2010). However, as relevant here, 5 C.F.R. § 315.806(c) creates a regulatory right of appeal to the Board when a probationary employee alleges that an agency terminated her for reasons, in whole or in part, arising before appointment without complying with the procedural requirements of 5 C.F.R. § 315.805. Rivera, 114 M.S.P.R. 52, ¶ 4.2 Pursuant to 5 C.F.R. § 315.805, a probationary employee is entitled to the following: (a) advance written notice of the reasons for the proposed action; (b) a reasonable time to file a written answer and supporting affidavits, which the agency must consider in reaching its decision; and (c) written notification of the agency’s final decision at the earliest practicable date, but no later than at the time the action will become effective, informing the employee of the reasons for the action and appeal rights. The Board has held that, to be entitled to a jurisdictional hearing in an appeal by a probationary employee who has been terminated for alleged preappointment reasons, the appellant must make a nonfrivolous allegation that the agency’s procedures were not in accordance with 5 C.F.R. § 315.805. Graham v. Department of Justice , 50 M.S.P.R. 285, 288 (1991); see also Walker v. Department of the Army , 119 M.S.P.R. 391, ¶ 6 (2013) (holding that, if an appellant makes a nonfrivolous allegation of jurisdiction, but a determination cannot be made based on the documentary evidence, the Board 2 We agree with the administrative judge that the appellant has not alleged that her termination was based on partisan political reasons or marital status. ID at 14; see 5 C.F.R. § 315.806(b). 3 should hold an evidentiary hearing to resolve the jurisdictional question). It is undisputed that the agency terminated the appellant, at least in part, based on preappointment conditions. ID at 14; IAF, Tab 8 at 32. For the following reasons, we find that the appellant has nonfrivolously alleged facts entitling her to a jurisdictional hearing over her probationary termination pursuant to 5 C.F.R. § 315.806. ¶6In her petition for review, the appellant reasserts her concern that the final termination letter does not indicate that the agency considered her reply. PFR File, Tab 1 at 4, 7-8; IAF, Tab 1 at 5, Tab 5 at 4-6. Indeed, the termination letter neither mentions the appellant’s reply nor indicates that the agency considered it. IAF, Tab 8 at 24-25. The December 9, 2022 notice of proposed termination instructed the appellant to submit her reply, if any, directly to the HR Director, who, as the designated deciding official, would give it her full and impartial consideration before making a written decision. Id. at 32. On the same day, the appellant emailed her reply to the HR Director. Id. at 27-28. It appears that the HR Director forwarded the appellant’s email on December 20, 2022, at 11:32 a.m., to “Debra D.” Id. at 27. Shortly afterwards, at 12:06 p.m., Debra D., Acting Executive Assistant to the HR Director, sent an email to a few agency personnel, including the HR Director, another person, and a “Deborah I.,” stating that “Debbie has reviewed this on [the HR Director’s] behalf. Please proceed with the termination next week.” Id. On December 28, 2022, the agency issued a decision terminating the appellant. Id. at 24-25. The email thread indicates that the HR Director did not review the appellant’s reply but that “Debbie” reviewed it on her behalf. However, it is not clear whether “Debbie” means Debra D., Deborah I., or some other individual, or what role that person had at the agency. Nor is it established whether the reply was properly considered by an agency official with authority to render a decision on the appellant’s termination. We find it necessary to remand this appeal for the administrative judge to determine these issues. See Walker, 119 M.S.P.R. 391, ¶ 12 (remanding to determine4 whether the deciding official with proper authority to effect the termination without subsequent ratification did so before the appellant completed 1 year of current continuous service); Vandewall v. Department of Transportation , 52 M.S.P.R. 150, 155 (1991) (remanding to determine whether the appellant had been terminated during her probationary period, to include finding whether the deciding official had the authority to terminate the appellant); Ward v. Department of the Navy , 44 M.S.P.R. 493, 499 (1990) (agreeing that 5 C.F.R. § 315.805(b) ordinarily requires that the agency give bona fide consideration to a probationary employee’s response to a notice of proposed discharge). The agency asserts that it fulfilled the requirements of 5 C.F.R. § 315.805. PFR File, Tab 3 at 4-5. Yet, the evidence in the record is not sufficiently detailed or corroborative of the agency’s bare assertions, and, in any event, we will not weigh evidence or resolve conflicting assertions at this stage. See Milanak v. Department of Transportation, 90 M.S.P.R. 219, ¶ 10 (2001). ¶7Therefore, we find that the appellant is entitled to a jurisdictional hearing on remand for the administrative judge to determine if the agency failed to follow the procedure outlined in section 315.805(b). If he does so find, the Board’s jurisdiction would be established under section 315.806(c). See Keller v. Department of the Navy , 69 M.S.P.R. 183, 188 (1996) (holding that the agency’s failure to follow the procedures set forth at 5 C.F.R. § 315.805 in effecting the appellant’s termination constitutes grounds for Board review). In an appeal under section 315.806(c), the merits of the agency’s decision to terminate the probationer are not before the Board.3 Hope v. Department of the Army , 108 M.S.P.R. 6, ¶ 7 (2008). Rather, the administrative judge must then adjudicate whether the appellant can demonstrate by a preponderance of the evidence that the agency’s failure to follow the procedural requirements of 3 As regards the merits of the appellant’s termination, including her claim of defamation, the administrative judge correctly determined that the merits of the termination are not before the Board. ID at 13; PFR File, Tab 1 at 6-7.5 section 315.805 was harmful error. Id., ¶¶ 7-8; Keller, 69 M.S.P.R. at 188-89. Harmful error cannot be presumed. Hope, 108 M.S.P.R. 6, ¶ 8. If there was harmful error, then the agency’s action must be set aside. Id., ¶ 7. An agency commits harmful error only when the record shows that the error was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Id., ¶ 8. The burden remains with the appellant to demonstrate harmful error by preponderant evidence. Id. The appellant’s remaining arguments are unavailing. ¶8The appellant asserts that the final termination notice did not give reasons for the termination as required by 5 C.F.R. § 315.805(c). PFR File, Tab 1 at 8; IAF, Tab 5 at 4. Though the final termination notice did not spell out the reasons for the termination, it did state that the decision to terminate had been made in connection with the December 9, 2022 letter, which had given her advance notice of the proposed termination due to conditions arising before her appointment. IAF, Tab 8 at 24. The December 9, 2022 letter explained the reasons for the proposed termination in detail. Id. at 32. We find that the agency sufficiently informed the appellant of the reasons for termination as required by 5 C.F.R. § 315.805(c). ¶9To the extent the appellant is arguing that she is constitutionally entitled to more due process, PFR File, Tab 1 at 7-9; IAF, Tab 5 at 7, Tab 6 at 18, Tab 9 at 5, her argument is unsuccessful because she is a probationary employee, see Pope v. Department of the Navy , 62 M.S.P.R. 476, 479 (1994) (holding that the appellant, as a probationer, was not a public employee who could only be removed for cause, and thus, her right to pretermination process was not based on the Constitution; rather, her pretermination procedural rights were based entirely on 5 C.F.R. § 315.805). Unlike the appellant, who is a probationer with less than 1 year of service, a Federal Government employee who has completed her probationary period is afforded a number of protections, including, under many circumstances, the right to appeal adverse actions to the Board. See 5 U.S.C.6 §§ 7511, 7513. Probationary employees, such as the appellant, do not, however, have the same procedural rights and may appeal to the Board only under very limited circumstances. See Rivera, 114 M.S.P.R. 52, ¶ 4; 5 C.F.R. § 315.806. ORDER ¶10For the reasons discussed above, we remand this case to the Western Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Mcknight_Terria_A_SF-315H-23-0133-I-1__Remand_Order.pdf
2024-05-16
TERRIA A. MCKNIGHT v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-315H-23-0133-I-1, May 16, 2024
SF-315H-23-0133-I-1
NP
1,447
https://www.mspb.gov/decisions/nonprecedential/Ormenaj_Sokol_PH-0752-22-0157-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SOKOL ORMENAJ, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER PH-0752-22-0157-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Sokol Ormenaj , Abdington, Pennsylvania, pro se. Edward C. Tompsett , Esquire, Philadelphia, Pennsylvania, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed his chapter 75 demotion and 10-day suspension.2 Generally, we grant 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 Generally, the Board lacks jurisdiction over suspensions of only 10 days; however, the Board has jurisdiction over reductions in pay and grade. See 5 C.F.R. § 1201.3(a)(1). When, as here, both actions are part of a unitary penalty arising from the same set of circumstances, the Board has jurisdiction over both actions. See White v. Government Printing Office, 108 M.S.P.R. 355, ¶ 3 n.1 (2008 ). petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The appellant challenges the administrative judge’s conclusion that the agency proved its four charges, each of which related, in some capacity, to the appellant’s involvement in his father’s application for Supplemental Security Income benefits. Petition for Review (PFR) File, Tabs 1, 5; Initial Appeal File (IAF), Tab 11 at 212-15. We have considered all of the appellant’s arguments in this regard; however, we find that none provides a basis to disturb the administrative judge’s findings, which were based, in large part, on credibility determinations. IAF, Tab 27, Initial Decision (ID) at 8-14; see Purifoy v. Department of Veterans Affairs , 838 F.3d 1367, 1373 (Fed. Cir. 2016) (explaining that the Board must give deference to an administrative judge’s demeanor-based credibility determinations, “[e]ven if demeanor is not explicitly discussed”); see also Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105 -06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences, and made reasoned2 conclusions); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987) (same) . The appellant asserts that the administrative judge improperly limited him to “very few evidentiary records” and erroneously excluded certain documentary evidence. PFR File, Tab 1 at 8, 18-19, 23. We find his assertions unavailing. Here, the administrative judge issued a written summary of the parties’ prehearing conference in which he identified the issues in dispute and ruled on the parties’ proposed exhibits and witnesses. IAF, Tab 22 at 2-4. The appellant, who was represented by an attorney before the administrative judge, neither challenged the accuracy of this summary nor objected to any of the administrative judge’s rulings; accordingly, he is precluded from doing so on review. See Miller v. U.S. Postal Service , 117 M.S.P.R. 557, ¶ 7 (2012); Tarpley v. U.S. Postal Service, 37 M.S.P.R. 579, 581 (1988). In any event, we find that the documentary evidence identified by the appellant does not provide a basis to disturb the initial decision. The appellant argues that the administrative judge improperly permitted an agency manager, O.A., to testify beyond the scope of his proffered testimony. PFR File, Tab 1 at 24. He avers that, because he did not expect certain testimony, he could not properly present a defense. Id. However, the appellant did not object to the scope of O.A.’s testimony or otherwise indicate that any portion of his testimony was improper. IAF, Tab 25, Hearing Recording (HR) (testimony of O.A.). Because the appellant did not object to the testimony of this witness at the hearing, he waived his right to challenge the testimony on review. See Durr v. Department of Veterans Affairs , 119 M.S.P.R. 195, ¶ 21 (2013). The appellant argues that the initial decision erroneously stated that 10 witnesses testified at the hearing, when in fact 11 witnesses testified. PFR File, Tab 1 at 8; ID at 6. He also asserts that the administrative judge did not consider the testimony of one of his witnesses, J.S. PFR File, Tab 1 at 8, 26; IAF, Tab 22 at 3, Tab 24 at 4. The record reflects that, in his initial decision, the3 administrative judge (1) omitted J.S. from a list of witnesses and (2) did not discuss her testimony. ID at 6. We find, however, that neither of these issues prejudiced the appellant’s substantive rights. See Panter v. Department of the Air Force, 22 M.S.P.R. 281, 282 (1984) (explaining that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). The administrative judge’s miscounting of the witnesses and his omission of J.S. from a witness list amounted to administrative oversight/typographical errors. ID at 6; see Stroud v. Department of Veterans Affairs, 2022 MSPB 43, ¶ 2 n.1 (indicating that typographical errors that do not prejudice an appellant’s substantive rights provide no basis for reversal of an initial decision). Moreover, the administrative judge heard J.S.’s hearing testimony; the fact that he did not explicitly discuss it in the initial decision does not mean that he did not consider it. See Marques v. Department of Health & Human Services , 22 M.S.P.R. 129, 132 (1984) (explaining that an administrative judge’s failure to mention all of the evidence of record does not mean that the evidence was not considered), aff’d, 776 F.2d 1062 (Fed. Cir. 1985) (Table). In any event, we have fully considered J.S.’s hearing testimony, which pertained to the appellant’s character, and find that it does not compel a different outcome. HR (testimony of J.S.). The appellant contends that the administrative judge exhibited bias via his characterization of some of the witness testimony. PFR File, Tab 1 at 26. We find this unsubstantiated assertion unavailing. See Williams v. U.S. Postal Service, 87 M.S.P.R. 313, ¶ 12 (2000) (explaining that there is a presumption of honesty and integrity on the part of administrative judges that can only be overcome by a substantial showing of personal bias, and the Board will not infer bias based on an administrative judge’s rulings on issues). The appellant provides additional documents with his petition for review, i.e., discovery-related documents and documents pertaining to his father’s benefits. PFR File, Tab 1 at 32-131. The Board generally will not4 consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record closed despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). The appellant has not made such a showing; indeed, all of the documents predate the initial decision. PFR File, Tab 1 at 32-131. In any event, the documents are not material to the outcome of this appeal.3 See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). The appellant also pastes a portion of a document into his reply, i.e., a “Worktrack” document, which he avers diminishes O.A.’s credibility. PFR File, Tab 5 at 7, 10. Notably, this document was not admitted into the record by the administrative judge. IAF, Tab 20 at 36-37, Tab 21 at 22, Tab 22 at 4; see Miller, 117 M.S.P.R. 557, ¶ 7. In any event, this document does not provide a basis to disturb the initial decision. See Russo, 3 M.S.P.R. at 349. We have considered all of the appellant’s remaining arguments; however, we find that none compels a different outcome. Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS4 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit 3 To the extent the appellant has filed a motion to supplement the record, PFR File, Tab 1 at 6, we deny the motion. 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.5 Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at6 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case,7 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195,8 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 132 Stat. 1510. 9 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Ormenaj_Sokol_PH-0752-22-0157-I-1__Final_Order.pdf
2024-05-16
SOKOL ORMENAJ v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. PH-0752-22-0157-I-1, May 16, 2024
PH-0752-22-0157-I-1
NP
1,448
https://www.mspb.gov/decisions/nonprecedential/Canda_Amelia_S_DC-0752-16-0060-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD AMELIA S. CANDA, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DC-0752-16-0060-I-1 DATE: May 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Steven Newman , Esquire, New York, New York, for the appellant. LaDonna L. Griffith-Lesesne , Esquire, Landover, Maryland, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed her removal based on a charge of improper conduct. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant was employed as a supervisor at one of the agency’s processing and distribution centers. Initial Appeal File (IAF), Tab 5 at 18, 25. In September 2014, the agency’s Office of Inspector General (OIG) began an investigation of an allegation that the appellant and another supervisor were inflating, falsifying, and manipulating numbers and data using employee login information. IAF, Tab 9 at 9. The OIG produced a report of investigation (ROI) as a result of that investigation. IAF, Tabs 9-10. The agency proposed the appellant’s removal based upon one charge of improper conduct, which contained five specifications (specifications A-E). IAF, Tab 5 at 25-30. The deciding official sustained the charge and removed the appellant.2 Id. at 20-23. The appellant thereafter filed this appeal with the Board, but she did not raise any affirmative defenses. IAF, Tabs 1, 41. The administrative judge held the requested hearing. IAF, Tabs 49-50, 52-54, Hearing Compact Disc; Hearing 2 The decision letter does not clearly indicate whether the deciding official sustained specification C, involving allegations that the appellant threatened an employee with disciplinary action unless he changed his password to the common password. IAF, Tab 5 at 20-23, 26. At the hearing, however, the deciding official testified that she did not sustain “charge C,” apparently referring to this specification. IAF, Tab 52, Hearing Compact Disc 3 (testimony of the deciding official). 2 Transcript (HT). During the hearing, the agency presented excerpts from the agency’s 24-hour video surveillance footage to support specifications A, B, and D. These specifications alleged that the appellant instructed her subordinates to change the color-code tags on mail, gave her subordinates a common password so that the mail processing machine would record mail as being processed, and handed to a subordinate a list of employee login information to enable the subordinate to inflate the mail count, respectively.3 IAF, Tab 5 at 25-26. During the hearing, the appellant’s attorney challenged the admissibility of the excerpted video surveillance footage after it was revealed that the OIG investigator who conducted the surveillance downloaded and excerpted only those portions of the footage that were relevant to the investigation. HT-1 at 67-68 (testimony of the OIG investigator); HT-2 at 93-102 (same). The administrative judge admitted the excerpted video surveillance footage into the record, based on the OIG investigator’s testimony regarding its accuracy. HT-2 at 102-03. The administrative judge issued an initial decision in which he made several credibility determinations in the agency’s favor, sustained all of the specifications except for specification C, sustained the improper conduct charge, and affirmed the removal penalty. IAF, Tab 55, Initial Decision (ID) at 1-35. The appellant has filed a petition for review, the agency has filed a response, and the appellant has filed a reply. Petition for Review (PFR) File, Tabs 1, 5, 8. DISCUSSION OF ARGUMENTS ON REVIEW The appellant argues on review that the administrative judge erred by admitting into evidence excerpted portions of the agency’s 24-hour video surveillance footage. PFR File, Tab 1 at 4, 22-23, Tab 8 at 4-5. She also asserts that her due process rights were violated because the agency was provided with 3 In specification E, the agency alleged that for each day of the week beginning on April 13, 2015, the appellant’s work hours were erroneously recorded and inflated in the time and attendance system. IAF, Tab 5 at 26. 3 the unexcerpted video surveillance footage and such footage “might have led” to exculpatory evidence and other witnesses. PFR File, Tab 1 at 8, Tab 8 at 5. We discern no error with the administrative judge’s decision to admit the excerpted video surveillance footage. See 5 C.F.R. § 1201.41(b)(3) (stating that administrative judges have the authority to receive relevant evidence). The OIG investigator testified that she downloaded portions of the agency’s 24-hour video surveillance footage that she was watching live as the footage was being captured and recorded. HT-1 at 58, 60-61, 66 (testimony of the OIG investigator). The OIG investigator further testified that she downloaded only the portions that were relevant to the ROI, and she did not alter, change, or manipulate any video surveillance footage. Id. at 68 (testimony of the OIG investigator). We find that the OIG investigator’s testimony adequately authenticated the excerpted video surveillance footage. Thus, the administrative judge properly exercised his discretion by admitting this evidence into the record. See Curtin v. Office of Personnel Management , 846 F.2d 1373, 1378-79 (Fed Cir. 1988) (citing Spezzaferro v. Federal Aviation Administration , 807 F.2d 169, 173 (Fed. Cir. 1986)). We also are not persuaded that a due process violation has occurred. Procedural due process guarantees are not met if the employee has notice of only certain charges or portions of the evidence and the deciding official considers new and material information; therefore, it is constitutionally impermissible to allow a deciding official to receive additional material information that may undermine the objectivity required to protect the fairness of the process. Stone v. Federal Deposit Insurance Corporation , 179 F.3d 1368, 1376 (Fed. Cir. 1999). Ultimately, the Board’s inquiry is whether the ex parte communication “is so substantial and so likely to cause prejudice that no employee can fairly be4 required to be subjected to a deprivation of property under such circumstances.”4 Id. at 1377. In support of her contention that the agency violated her due process rights, the appellant asserts that the OIG investigator testified that she “offered the videos” to her managers, but not to her. PFR File, Tab 8 at 6 (citing HT-2 at 97 (testimony of the OIG investigator)). It is not clear whether the proposing or deciding officials were given or reviewed the unexcerpted portions of the video surveillance footage. The appellant had the opportunity to clarify whether the OIG investigator actually provided additional, unexcerpted video surveillance footage to the agency, but she failed to do so. See Sofio v. Internal Revenue Service, 7 M.S.P.R. 667, 670 (1981) (holding that the appellant is responsible for the errors of her chosen representative) . Moreover, the appellant points to no evidence on review that the proposing or deciding officials considered any unexcerpted video surveillance footage. Because the appellant had the burden of proving her affirmative defense by preponderant evidence, we conclude that she submitted insufficient evidence to establish her due process claim. 5 C.F.R. § 1201.56(b)(2)(i)(C); see Hulett v. Department of the Navy , 120 M.S.P.R. 54, ¶¶ 10-11 (2013) (instructing an administrative judge to apprise an appellant of his burden regarding his affirmative defense of a due process violation).    The initial decision reflects that the administrative judge considered the relevant evidence and made factual findings and credibility determinations to support his decision to sustain specifications A, B, D, and E, and to sustain the improper conduct charge. ID at 1-31. Although not explicitly raised by either party on review, we discern no error with his findings in this regard. See 4 The U.S. Court of Appeals for the Federal Circuit’s reasoning rests on the decision of the U.S. Supreme Court in Cleveland Board of Education v. Loudermill , 470 U.S. 532, 538-39, 546-49 (1985), which held that a tenured public employee has a constitutionally protected property interest in ongoing public employment and that an agency may not deprive such an employee of his property interest without providing him with due process of law, including the right to advance notice of the charges against him, an explanation of the agency’s evidence, and an opportunity to respond.5 Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) (explaining that the Board must defer to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on observing the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so). We further find that the administrative judge applied the proper legal standard for evaluating the penalty, and we discern no error with his conclusion that the removal penalty is within the bounds of reasonableness for the sustained misconduct. ID at 31-35. NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.6 Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case,7 and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 8 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.6 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 6 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 9 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Canda_Amelia_S_DC-0752-16-0060-I-1__Final_Order.pdf
2024-05-16
AMELIA S. CANDA v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DC-0752-16-0060-I-1, May 16, 2024
DC-0752-16-0060-I-1
NP
1,449
https://www.mspb.gov/decisions/nonprecedential/Williams_DoaneSF-0752-18-0443-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DOANE WILLIAMS, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER SF-0752-18-0443-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Daphne Barbee , Esquire, Honolulu, Hawaii, for the appellant. Jessica Delgado , Fort Gregg Adams, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal pursuant to 5 U.S.C. chapter 75 for conduct unbecoming a Federal employee. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant alleges the following: (1) the administrative judge made erroneous credibility determinations; (2) the administrative judge made erroneous evidentiary rulings; (3) the agency violated the principle set forth in Bolling v. Department of the Air Force , 9 M.S.P.R. 335, 339-40 (1981); (4) the agency violated his due process rights; (5) the agency committed harmful procedural error; (6) the agency discriminated against him on the basis of his race; (7) the agency retaliated against him for his prior equal employment opportunity (EEO) activity; (8) the agency failed to show a nexus between his conduct and the efficiency of the service; and (9) the agency failed to consider all of the relevant Douglas factors. Petition for Review (PFR) File, Tab 1 at 14-30, Tab 4 at 4-11. The appellant’s assertions on review fail to provide a reason to disturb the administrative judge’s demeanor-based credibility findings or his reasoned evidentiary rulings. PFR File, Tab 1 at 14-18, 24, Tab 4 at 4-6; Initial Appeal File, Tab 21 at 3, Tab 41, Initial Decision (ID) at 6, 11 & nn.2-3, 6-8; see Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) (holding that the Board must give deference to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on the observation of the demeanor of witnesses testifying at a hearing); see also Thomas v. U.S. Postal2 Service, 116 M.S.P.R. 453, ¶ 4 (2011) (explaining that the administrative judge has broad discretion to regulate the course of the hearing and to exclude evidence and witnesses that have not been shown to be relevant, material, and nonrepetitious). On review, the appellant contends that the agency violated “the principle” of Bolling; however, the nature of his argument is unclear. PFR File, Tab 1 at 20 (citing Bolling, 9 M.S.P.R. at 339-40). Under Bolling, when an agency relies on past discipline to support the disciplinary action that is on appeal, the Board will generally conduct a limited review of the past discipline. Rosenberg v. Department of Transportation , 105 M.S.P.R. 130, ¶ 33 (2007). However, the Board has found that Bolling review is appropriate only where the appellant has actually challenged the validity of his prior discipline on appeal. Id., ¶ 34. Here, because the record is devoid of any indication that the appellant challenges the validity of his prior discipline, Bolling is inapposite to his appeal. See id. The appellant reiterates on review that the agency violated his due process rights, committed harmful procedural error, discriminated against him on the basis of his race, and retaliated against him in reprisal for his protected EEO activity. PFR File, Tab 1 at 21-30. We find that the appellant’s generalized assertions on review amount to nothing more than mere disagreement with these conclusions, and we find no basis to disturb these findings. See Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when the administrative judge considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions). The appellant’s contention on review that the agency failed to meet the nexus requirement is similarly unavailing because both specifications of the charge occurred on agency premises, and one specification undisputedly occurred while the appellant was on duty. PFR File, Tab 1 at 18-20; see Parker v. U.S. Postal Service, 819 F.2d 1113, 1116 (Fed. Cir. 1987) (explaining that misconduct3 that occurs on agency premises and involves agency personnel is sufficient to establish nexus). Thus, we agree with the administrative judge that the agency’s action promotes the efficiency of the service. ID at 23. Lastly, in sustaining the agency’s removal action, the administrative judge considered the record as a whole, found that the deciding official properly weighed the relevant factors, and agreed that removal for the appellant’s conduct was reasonable under the circumstances. ID at 24-25. We discern no basis to disrupt his reasoned findings. See Jefferson v. Veterans Administration , 6 M.S.P.R. 348, 351-52 (1981) (finding appropriate the appellant’s removal for two specifications of disrespectful conduct towards supervisors). Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain5 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 6 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Williams_DoaneSF-0752-18-0443-I-1__Final_Order.pdf
2024-05-15
DOANE WILLIAMS v. DEPARTMENT OF DEFENSE, MSPB Docket No. SF-0752-18-0443-I-1, May 15, 2024
SF-0752-18-0443-I-1
NP
1,450
https://www.mspb.gov/decisions/nonprecedential/Jenkins-Smith_Carolyn_L_DC-0752-22-0623-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CAROLYN LANE JENKINS-SMITH, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-0752-22-0623-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Carolyn Lane Jenkins-Smith , Laurel, Maryland, pro se. Susan M. Andorfer , Esquire, and LerVal M. Elva , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision in this appeal. After the filing of the petition for review, the agency submitted a document entitled “Joint Motion to Dismiss with Prejudice.” Petition for Review File, Tab 4. The motion, which both parties have signed, states that the agency 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). and the appellant “have settled th[e] matter and jointly and voluntarily move to dismiss the [] appeal with prejudice, including but not limited to [the a]ppellant’s currently pending [p]etition for [r]eview.” Id. at 4. The filing did not include a copy of the parties’ settlement agreement. ¶2Finding that withdrawal is appropriate under these circumstances, we DISMISS the appeal as withdrawn with prejudice to refiling (i.e., the parties normally may not refile this appeal). This is the final decision of the Merit Systems Protection Board in this appeal. 5 C.F.R. § 1201.113. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case,3 and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 4 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Jenkins-Smith_Carolyn_L_DC-0752-22-0623-I-1__Final_Order.pdf
2024-05-15
null
DC-0752-22-0623-I-1
NP
1,451
https://www.mspb.gov/decisions/nonprecedential/Peskar_Caroline_R_AT-0752-22-0618-I-1 Final Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CAROLINE PESKAR, Appellant, v. DEPARTMENT OF LABOR, Agency. DOCKET NUMBER AT-0752-22-0618-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Caroline Rose Peskar , Pensacola, Florida, pro se. Monica Moukalif and Daniel P. Miller , Esquire, Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed the agency’s chapter 75 removal action. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, except as expressly MODIFIED to clarify the legal standard applicable to the appellant’s claim of disability discrimination. 5 C.F.R. § 1201.113(b). The appellant does not provide a basis to disturb the initial decision. ¶2The appellant challenges the administrative judge’s conclusion that the agency proved its charge of absence without leave. Petition for Review (PFR) File, Tab 1 at 4-5. We have considered all of the appellant’s assertions in this regard; however, we find that they do not provide a basis to disturb the initial decision. Initial Appeal File (IAF), Tab 19, Initial Decision (ID) at 4-6; see Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987) (same). ¶3The appellant asserts that the administrative judge “heavily favored” the agency and that the administrative judge should have sanctioned the agency. PFR File, Tab 1 at 5. To the extent the appellant challenges any of the administrative judge’s rulings, we find her challenge unavailing. See Tines v. Department of the Air Force, 56 M.S.P.R. 90, 92 (1992) (explaining that a petition for review must contain sufficient specificity to enable the Board to ascertain whether there is a serious evidentiary challenge). In any event, we find that the record is devoid of2 a showing of bias. See Williams v. U.S. Postal Service , 87 M.S.P.R. 313, ¶ 12 (2000) (explaining that there is a presumption of honesty and integrity on the part of administrative judges that can only be overcome by a substantial showing of personal bias, and the Board will not infer bias based on an administrative judge’s rulings on issues). Thus, a different outcome is not warranted. ¶4The appellant provides additional documents with her petition for review, to include discovery responses and various email correspondence. PFR File, Tab 1 at 9-23. The Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record closed despite the party’s due diligence. See Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). In any event, these documents are not material to the outcome of the appeal. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). We modify the administrative judge’s analysis of the appellant’s disability discrimination claim. ¶5The appellant does not discernably challenge the administrative judge’s conclusion that she failed to prove her claim of disability discrimination;2 however, we take this opportunity to clarify the applicable legal standard therefor. ¶6To prove disability discrimination under the Rehabilitation Act, the appellant must establish, among other things, that she is an individual with a disability as that term is defined in the Americans with Disabilities Act and Equal Employment Opportunity Commission regulations. Pridgen v. Office of 2 The appellant did not identify which theory of disability discrimination she was raising; however, we surmise that she was alleging disparate treatment disability discrimination. IAF, Tab 12 at 1-8, Tab 17 at 5. We find, however, that she failed to prove disability discrimination under any theory.3 Management and Budget , 2022 MSPB 31, ¶ 37. She may prove that she has a disability by showing that she: (1) has a physical or mental impairment that substantially limits one or more major life activities; (2) has a record of such impairment; or (3) is regarded as having such an impairment. 42 U.S.C. § 12102(1); Pridgen, 2022 MSPB 31, ¶ 37; 29 C.F.R. § 1630.2(g)(1). ¶7In the initial decision, the administrative judge found that the appellant failed to prove her claim of disability discrimination because she failed to show that she is disabled, reasoning that “short-term impairments as existed in this case do not constitute disabling conditions.” ID at 7. However, under the Americans with Disabilities Act Amendments Act of 2008, a condition of short duration may be considered a disability. See 42 U.S.C. § 12102(3)(B); see also 29 C.F.R. § 1630.2(j)(1)(ix). However, we find that a different outcome is not warranted here. Even assuming that the appellant is disabled, she failed to show that discrimination was at least a motivating factor in the agency’s removal action.3 See Pridgen, 2022 MSPB 31, ¶¶ 22, 42. Thus, although we agree that the appellant failed to prove her affirmative defense of disability discrimination, we modify the basis for this conclusion. ¶8Accordingly, we affirm the initial decision as modified. NOTICE OF APPEAL RIGHTS4 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not 3 Because we so find, we need not decide whether discrimination was a “but-for” cause of the agency’s action. See Pridgen, 2022 MSPB 31, ¶ 40. 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at5 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case,6 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195,7 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 132 Stat. 1510. 8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Peskar_Caroline_R_AT-0752-22-0618-I-1 Final Order.pdf
2024-05-15
CAROLINE PESKAR v. DEPARTMENT OF LABOR, MSPB Docket No. AT-0752-22-0618-I-1, May 15, 2024
AT-0752-22-0618-I-1
NP
1,452
https://www.mspb.gov/decisions/nonprecedential/Chaney_EricaAT-0752-22-0528-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ERICA CHANEY, Appellant, v. DEPARTMENT OF STATE, Agency.DOCKET NUMBER AT-0752-22-0528-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Boyd Hinton , Charleston, South Carolina, for the appellant. Marianne Perciaccante , Esquire, and Sarah Hunter , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal of the agency’s decision not to convert her to the competitive service after the expiration of her term appointment under the Pathways Program for lack of jurisdiction. On petition for review, the appellant argues, among other things, that the administrative judge abused his discretion in granting the agency’s request to stay discovery deadlines, and that the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge erred in his application of applicable regulations.2 Petition for Review File, Tab 10 at 6-14. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision.3 5 C.F.R. § 1201.113(b). 2 The appellant also requests that the Board sanction the agency attorney and the administrative judge. Petition for Review File, Tab 10 at 15-17. The appellant has not identified any behavior that would warrant the imposition of sanctions. 3 Although we agree with the administrative judge that the appellant failed to establish jurisdiction over her appeal, to the extent that he applied the nonfrivolous allegation standard, this was an error. Initial Appeal File (IAF), Tab 12, Initial Decision (ID) at 7. When, as here, the appellant did not request a hearing, IAF, Tab 1 at 2, the issue is not whether she raised a nonfrivolous allegation of jurisdiction, but whether she established jurisdiction by a preponderance of the evidence based upon the written record, see Axsom v. Department of Veterans Affairs , 110 M.S.P.R. 605, ¶ 10 (2009). However, because we agree with the administrative judge that the appellant failed to meet the less rigorous nonfrivolous allegation standard, she cannot meet the more stringent preponderant evidence standard. ID at 7. Therefore, the administrative judge’s error does not serve as a basis to disturb the initial decision. See Panter v. Department of the Air Force, 22 M.S.P.R. 281, 282 (1984 ) (explaining that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). 2 NOTICE OF APPEAL RIGHTS4 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Chaney_EricaAT-0752-22-0528-I-1__Final_Order.pdf
2024-05-15
ERICA CHANEY v. DEPARTMENT OF STATE, MSPB Docket No. AT-0752-22-0528-I-1, May 15, 2024
AT-0752-22-0528-I-1
NP
1,453
https://www.mspb.gov/decisions/nonprecedential/Thul_Jeffry_J_AT-1221-18-0519-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JEFFRY THUL, Appellant, v. DEPARTMENT OF THE INTERIOR, Agency.DOCKET NUMBER AT-1221-18-0519-W-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jeffry Thul , Ooltewah, Tennessee, pro se. Cecelia Townes , Esquire, Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On review, the appellant raises a 5 C.F.R. § 1207 allegation of disability discrimination against the administrative judge. Petition for Review (PFR) File, Tab 1 at 4-16. He alleges that the administrative judge violated the “Board’s facially-neutral, non-discriminatory policy regarding pro se litigants” by reaching a jurisdictional determination without a hearing despite his “numerous pleas for help.” Id. at 4, 9-14. The appellant further alleges that the administrative judge engaged in prohibited discrimination by ignoring his request for a reasonable accommodation. Id. at 4, 15-17. The appellant had filed a motion during the proceedings below, seemingly asking the administrative judge to order the agency to provide him with the “services of a practicing attorney to assist and present, before the Board, his allegations of [a]gency violations of [p]rohibited [p]ersonnel [p]ractices.” Initial Appeal File (IAF), Tab 5 at 1. In a subsequent request for a status conference, the appellant again asserted that the agency was required to provide his requested accommodation of legal representation. IAF, Tab 17 at 5. An appellant has the right to be represented by an attorney or other representative. 5 U.S.C. § 7701(a)(2). However, no statute or regulation requires the Board to appoint a representative for an appellant, and it is generally the appellant’s obligation to secure his own representative. See Yanopoulos v.2 Department of the Navy , 796 F.2d 468, 470 (Fed. Cir. 1986); Brum v. Department of Veterans Affairs , 109 M.S.P.R. 129, ¶ 5 (2008); cf. Vaughn v. Department of the Treasury, 119 M.S.P.R. 605, ¶ 17 (2013) (holding that the Board has the authority to request pro bono representation for an appellant in a disability retirement appeal who is found to be incompetent). The appeal form completed by the appellant and the acknowledgment order notified him of his right to representation. IAF, Tab 1 at 1, Tab 2 at 2. To the extent that the appellant felt disadvantaged by a lack of representation, it is well established that an appellant who chooses to proceed pro se must accept the consequences of that decision. See Yanopoulos, 796 F.2d at 470; Brum, 109 M.S.P.R. 129, ¶ 5. 5 C.F.R. § 1207.170(b) sets forth procedures for a party who believes that he has been subjected to discrimination on the basis of disability in the adjudication of his Board appeal. If the administrative judge to whom the case was assigned has issued an initial decision by the time the party learns of the alleged discrimination, the party may raise the allegation of discrimination in a petition for review. See 5 C.F.R. § 1201.170(b)(4). However, because the “accommodation” the appellant seeks is neither within the administrative judge’s authority to provide, nor something to which he is entitled, we find that he has failed to articulate a 5 C.F.R. § 1207 allegation of discrimination and he has provided no basis for disturbing the initial decision. See Vaughn, 119 M.S.P.R. 605, ¶ 17; see also 5 C.F.R. § 1201.114(b) (stating that a petition for review must include all of the filing party’s legal and factual arguments objecting to the initial decision and must be supported by references to applicable laws or regulations and by specific references to the record). To establish the Board’s jurisdiction over an IRA appeal, an appellant must have exhausted his administrative remedies before the Office of Special Counsel and make nonfrivolous allegations of the following: (1) he made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity as specified in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the3 disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a)(2)(A). 5 U.S.C. §§ 1214(a)(3), 1221(a), (e)(1); Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016); see Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1371 (Fed. Cir. 2001).2 The appellant does not challenge, and we discern no reason to disturb, the administrative judge’s finding that he failed to raise nonfrivolous allegations that his IRA appeal was within the Board’s jurisdiction and, therefore, that he was not entitled to a hearing. PFR File, Tab 1 at 4-16; IAF, Tab 18, Initial Decision at 7-12. Although the appellant refers on review to a “policy statement” in the Board’s Judge’s Handbook instructing administrative judges to “make special efforts to accommodate pro se appellants,” this section does not identify any lowered burden of proof for pro se appellants. PFR File, Tab 1 at 13; see MSPB Judge’s Handbook, ch. 2, § 7. Accordingly, we deny the petition for review and affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their 2 During the pendency of this appeal, the National Defense Authorization Act for Fiscal Year 2018 (NDAA), Pub. L. No. 115-91, 131 Stat. 1283, was signed into law on December 12, 2017. Section 1097 of the NDAA amended various provisions of title 5 of the U.S. Code. Our decision to affirm the initial decision dismissing the appeal for lack of jurisdiction would be the same under both pre- and post-NDAA law. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 4 jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The5 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file6 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case.8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Thul_Jeffry_J_AT-1221-18-0519-W-1__Final_Order.pdf
2024-05-15
JEFFRY THUL v. DEPARTMENT OF THE INTERIOR, MSPB Docket No. AT-1221-18-0519-W-1, May 15, 2024
AT-1221-18-0519-W-1
NP
1,454
https://www.mspb.gov/decisions/nonprecedential/Omerbashich_MensurDC-3443-19-0540-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MENSUR OMERBASHICH, Appellant, v. DEPARTMENT OF THE INTERIOR, Agency.DOCKET NUMBER DC-3443-19-0540-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Mensur Omerbashich , Sarajevo, Bosnia and Herzegovina, pro se. Rachel Wieghaus , Esquire, Washington D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his nonselection appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND In March 2019, the appellant applied for the position of Senior Science Advisor with the agency. Initial Appeal File (IAF), Tab 1 at 12. The agency subsequently informed him that he was not selected for the position. Id. After learning of his nonselection, the appellant sought to obtain his rating sheet from the agency to learn why he was not selected. Id. After first asserting that the information was confidential, the agency ultimately provided him with his rating sheet from his application package. Id. at 10-11. On May 23, 2019, the appellant filed the instant appeal with the Board, arguing that the agency “stonewall[ed his] job application,” committed harmful procedural error and prohibited personnel practices, and engaged in violations of the merit systems principles. IAF, Tab 1 at 3, 5. Specifically, the appellant alleged, among other things, that the agency unjustifiably delayed responding to his request for information regarding his application and that it extended the application deadline for a “favored candidate.” Id. at 5. The administrative judge recognized that the Board may not have jurisdiction over the appeal. IAF, Tab 3 at 1. He issued an order informing the appellant of the Board’s jurisdictional limits and instructing him to file evidence2 and argument to prove that the Board has jurisdiction over his appeal or that he is entitled to a hearing on the issue of jurisdiction. Id. at 2-3. The appellant responded to the order, disputing that the Board potentially lacked jurisdiction and asserting that the Board’s case law on jurisdiction was invalid because it is “outdated.” IAF, Tab 4 at 4-5. He also requested that the full Board, and not the administrative judge, review his case and appoint him to the Senior Science Advisor position because two of the three panelists who reviewed his application gave him high marks. Id. Following the appellant’s response, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 5, Initial Decision (ID). He noted that the Board typically lacks jurisdiction over nonselection claims and found that the appellant’s case did not warrant the application of the limited exceptions to that general rule. ID at 5-7 & n.2. He also found that, absent an otherwise appealable action, the Board lacked jurisdiction over the appellant’s harmful procedural error and prohibited personnel practices affirmative defenses. ID at 7. The appellant has filed a petition for review of the initial decision, arguing again that the administrative judge was biased against and hostile towards him. Petition for Review (PFR) File, Tab 1 at 4. He also argues that the administrative judge should have recused himself because the appellant asked for review by the full Board in his response to the order to show cause. Id. He also asserts that the administrative judge acted on behalf of the agency. Id. The appellant also resubmits his response to the order to show cause with his petition for review. Id. at 5-9. DISCUSSION OF ARGUMENTS ON REVIEW The Board lacks jurisdiction over the appellant’s appeal. The Board’s jurisdiction is not plenary; rather, it is limited to those matters over which it has been given jurisdiction by statute or regulation. 5 U.S.C.3 § 7701(a); Maddox v. Merit Systems Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985).2 The appellant has the burden of establishing Board jurisdiction by preponderant evidence. 5 C.F.R. § 1201.56(b)(2)(i)(A). Generally, an unsuccessful candidate for a Federal civil service position has no right to appeal his nonselection. Kazan v. Department of Justice , 112 M.S.P.R. 390, ¶ 6 (2009); see Ellison v. Merit Systems Protection Board , 7 F.3d 1031, 1034 (Fed. Cir. 1993) (explaining that the Board does not have jurisdiction over a “direct appeal” of a nonselection). However, the Board has limited jurisdiction to consider nonselection claims under certain circumstances, such as when an appellant alleges that the action was in reprisal for whistleblowing activity, see 5 U.S.C. §§ 2302(a)(2)(A)(i), 2302(b)(8)-2302(b)(9), the product of discrimination based on military service, see 38 U.S.C. §§ 4311, 4324, in violation of veterans’ preference rights, see 5 U.S.C. § 3330a(d)(1), or that an employment practice applied to him by the Office of Personnel Management violated a basic requirement in 5 C.F.R. § 300.103, 5 C.F.R. § 300.104(a). None of the appellant’s pleadings make any allegation regarding these potential jurisdictional bases. IAF, Tabs 1, 4. We, therefore, agree with the administrative judge that the Board lacks jurisdiction over the appellant’s nonselection claim. ID at 7; see Ellison, 7 F.3d at 1034. The administrative judge was also correct in finding that, absent an otherwise appealable action, the Board lacks jurisdiction to consider the appellant’s contention that the agency committed harmful procedural error and prohibited personnel practices. ID at 7 (citing Penna v. U.S. Postal Service , 118 M.S.P.R. 355, ¶ 13 (2012)). The appellant’s petition for review does not challenge these findings, PFR File, Tab 1 at 4, and, therefore, offers no basis to disturb the initial decision. Nor does his 2 The appellant complained below about the administrative judge’s reliance on other than recent case law. IAF, Tab 4 at 4. At no point, however, does the appellant cite a legal authority showing that the cases relied upon by the administrative judge have been reversed by the Board or U.S. Court of Federal Appeals for the Federal Circuit. Similarly, the cases cited in this decision, regardless of their age, remain valid precedent. 4 resubmission on review of his response to the administrative judge’s jurisdictional order. Id. at 5-6; see Conley v. Department of the Treasury , 21 M.S.P.R. 554, 555-56 (1984) (concluding that a resubmission of a brief presented below fails to meet the criteria for review established by 5 C.F.R. § 1201.115). To the extent that the administrative judge erred in failing to address the appellant’s claim that the agency violated the merit system principles, the appellant has not raised this as an issue on review, nor has he shown how any error prejudiced his substantive rights. In the absence of an otherwise appealable action, the Board lacks jurisdiction over claims that an agency violated the merit systems principles. Solamon v. Department of Commerce , 119 M.S.P.R. 1, ¶ 14 (2012). Thus, we discern no reason to disturb the initial decision on this basis. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (finding that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). The appellant’s claim of bias on the part of the administrative judge does not warrant reversal of the initial decision. Although the appellant has set forth in his petition for review several claims regarding bias of the administrative judge, his contentions all involve the manner in which the administrative judge conducted this proceeding below. PFR File, Tab 1 at 4. An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if the administrative judge’s comments or actions evidence “a deep-seated favoritism or antagonism that would make fair judgment impossible.” Bieber v. Department of the Army , 287 F.3d 1358, 1362-63 (Fed. Cir. 2002) (quoting Liteky v. United States , 510 U.S. 540, 555 (1994)). Moreover, in making a claim of bias, an appellant must overcome the presumption of honesty and integrity on the part of the administrative judge. Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 19 (2016); Protopapa v. Department of Transportation , 14 M.S.P.R. 455, 459 (1983). The fact that the5 administrative judge does not accept the appellant’s assertions in the fashion the appellant claims is correct does not constitute bias. Protopapa, 14 M.S.P.R. at 459. The appellant’s allegations that the administrative judge was hostile towards him and acted on behalf of the agency are unsupported by the record. The administrative judge properly acknowledged the appeal, IAF, Tab 2, and, consistent with Board requirements, issued a comprehensive jurisdictional order informing the appellant of his burdens of proof and affording him an opportunity to submit evidence and argument establishing jurisdiction, IAF, Tab 3. After considering the appellant’s jurisdictional response, the administrative judge issued a thorough initial decision. IAF, Tab 4; ID. Further, his contention that the administrative judge should have recused himself from the appeal after the appellant requested that the full Board rule on the jurisdictional issue is inconsistent with the Board’s regulations. See 5 C.F.R. 1201.41(b) (providing administrative judges with the authority to ensure that the record on significant issues is fully developed and to issue initial decisions). Based on the foregoing, we deny the appellant’s petition of review and affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.6 jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The7 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file8 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 9 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 10 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Omerbashich_MensurDC-3443-19-0540-I-1__Final_Order.pdf
2024-05-15
MENSUR OMERBASHICH v. DEPARTMENT OF THE INTERIOR, MSPB Docket No. DC-3443-19-0540-I-1, May 15, 2024
DC-3443-19-0540-I-1
NP
1,455
https://www.mspb.gov/decisions/nonprecedential/Wiest_Cindy_M_PH-0752-19-0007-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CINDY M. WIEST, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER PH-0752-19-0007-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ralph B. Pinskey , Esquire, Harrisburg, Pennsylvania, for the appellant. Courtney Hatcher , Philadelphia, Pennsylvania, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her appeal of her probationary termination. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On review, the appellant renews her argument that she has made a nonfrivolous allegation that the Board has jurisdiction over her appeal because, upon appointing her to a position in the competitive service, the agency did not require her to serve a probationary period. Petition for Review (PFR) File, Tab 1 at 2-4. She argues that the administrative judge erred in relying on the agency’s Standard Form 50 appointing the appellant to her position, which stated that the appellant was to serve a 1-year probationary period, to find that the agency required the appellant to serve a 1-year probationary period. Id. at 4-5. She reiterates her contention that the statutory authority under which she was hired does not require a probationary period, and that the agency’s failure to state in its offer letter that a probationary period was a condition of her hiring is evidence that the agency did not require her to serve a probationary period. Id. at 3-6. For the reasons set forth in the initial decision, the administrative judge properly found that, although the statutory authority under which the appellant was appointed does not expressly require that the appellant serve a probationary period, the agency nevertheless had the authority to impose a 1-year probationary period. Initial Appeal File, Tab 12, Initial Decision (ID) at 4-5; see Calixto v. Department of Defense , 120 M.S.P.R. 557, ¶¶ 12-13 (2014) (holding that the absence of an affirmative statutory or regulatory provision in 10 U.S.C. § 17052 requiring a career -conditional appointee to the competitive service to serve a probationary period does not preclude an agency from imposing a 1-year probationary period). We also agree with the administrative judge that the appellant failed to make a nonfrivolous allegation that the agency did not impose a 1-year probationary period such that she was an employee under 5 U.S.C. § 7511(a)(1)(A)(i) with standing to challenge her termination. ID at 5-6; see Calixto, 120 M.S.P.R. 557, ¶ 17 n.6 (observing that the failure to inform an individual of her probationary status, without more, does not confer employee status on the individual). Accordingly, the initial decision dismissing the appeal for lack of jurisdiction is affirmed.2 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 2 The initial appeal appears to be untimely filed by 2 years and 6 months, but we need not reach the issue of timeliness because we agree with the administrative judge that the Board lacks jurisdiction over the appeal. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain4 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 5 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Wiest_Cindy_M_PH-0752-19-0007-I-1__Final_Order.pdf
2024-05-15
CINDY M. WIEST v. DEPARTMENT OF THE NAVY, MSPB Docket No. PH-0752-19-0007-I-1, May 15, 2024
PH-0752-19-0007-I-1
NP
1,456
https://www.mspb.gov/decisions/nonprecedential/Sonnichsen_Cris_L_DC-0752-19-0111-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CRIS L. SONNICHSEN, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER DC-0752-19-0111-I-1 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Cheri L. Cannon , Esquire, Washington, D.C., for the appellant. Anakah Harrison , Cherry Point, North Carolina, for the agency. Malcolm G. Schaefer , San Diego, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed his removal appeal as untimely filed without good cause shown. For the reasons discussed below, we GRANT his petition for review, REVERSE the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). initial decision, and REMAND the case to the regional office for further adjudication. BACKGROUND The agency removed the appellant, a GS-11 Production Controller, from his position effective August 31, 2018. Initial Appeal File (IAF), Tab 6 at 16-18. The decision letter informed him that he could file a Board appeal challenging his removal within 30 days after the effective date of his removal or after his receipt of the decision, whichever was later. Id. at 18. On September 28, 2018, the appellant’s attorney faxed to the Board’s regional office a request for a 30 -day extension of time to appeal the removal, indicating that “[a]dditional time may be needed or requested depending on area recovery efforts.” IAF, Tab 1 at 29. He explained that his law office was closed “due to damage and continued utility disruption from Hurricane Florence” and that “conditions precluded normal operations, including client contact, phone, internet, electric, and attorney and client displacement due to the storm and aftermath.” Id. He noted that the Federal Emergency Management Agency had declared two North Carolina counties to be disaster areas with an “incident date of September 7, 2018 and declaration date of September 14, 2018, and [] continuing.” Id. According to an affidavit he later submitted, a Board employee contacted him and informed him that the Board had no way of granting an extension before the appeal was actually filed. Id. at 20. He attested that the Board employee told him that, when he was able to file the appeal, he should provide the same information contained in his facsimile, request a waiver of the time limit, and reference his earlier request and phone call with her. Id. at 20-21. He further stated that she told him she was “sure that [his request] would be granted under the circumstances of the hurricane.” Id. at 21. On November 6, 2018, the appellant appealed his removal to the Board and requested a waiver of the filing deadline based on his attorney’s conversation2 with the Board employee and the effects of Hurricane Florence. IAF, Tab 1. He provided a copy the September 28, 2018 request for an extension of time and the affidavit discussed above describing his attorney’s conversation with the Board employee. Id. at 18-21. In the affidavit, the attorney also explained that he evacuated North Carolina from September 12 to 18, 2018, and reopened his law office to the general public on October 3, 2018, but continued to experience erratic internet, phone service, and power supply throughout the next 2 weeks. Id. at 19-20. The agency moved to dismiss the appeal as untimely filed, arguing that the appellant had failed to demonstrate good cause for his 33-day filing delay given, among other things, the fact that his attorney conceded that he reopened his law office on October 3, 2018. IAF, Tab 6 at 4-14. The appellant opposed the agency’s motion and submitted another affidavit by his attorney providing additional details about the difficulties he faced when reopening his law office and prioritizing the work for all of his clients. IAF, Tab 8 at 23-27. He explained that, although he opened his office to the general public on October 3, 2018, he did not perform any legal work until October 7, 2018, because he and his staff were reassembling the office and putting together “critical systems” and that he was out of the office for 1 of the next 3 weeks to address significant storm damage to his home and commercial real estate holdings. Id. at 26. He also attested that he relied on his conversation with the Board employee in deciding how to prioritize the appellant’s appeal, that she did not inform him that he would be required to file the appeal within any specific period of time, and that he inferred from the conversation that a reasonable extension of time would be “routinely granted.” Id. at 24, 27. In a February 14, 2019 initial decision, the administrative judge dismissed the appeal as untimely filed without good cause shown. IAF, Tab 9, Initial Decision (ID). 3 The appellant has filed a petition for review of the initial decision, and the agency has responded. Petition for Review (PFR) File, Tabs 1, 3.2 ANALYSIS An appellant bears the burden of proving by preponderant evidence that his appeal was timely filed.3 5 C.F.R. § 1201.56(b)(2)(i)(B). Generally, an appeal must be filed no later than 30 days after the effective date, if any, of the action being appealed or 30 days after the date of receipt of the agency’s decision, whichever is later. 5 C.F.R. § 1201.22(b)(1). The Board will dismiss an untimely filed appeal unless good cause is shown for the delay. 5 C.F.R. § 1201.22(c). To establish good cause for the untimely filing of an appeal, a party must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune, which similarly shows a causal relationship to his inability to timely file his petition. Moorman v. Department of the Army , 68 M.S.P.R. 60, 62 -63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). If the appellant establishes good cause, waiver of the filing deadline is appropriate absent a showing of 2 For the first time on review, the agency has submitted two September 2018 orders from the Chief Justice of the Supreme Court of North Carolina regarding filing deadlines for counties affected by Hurricane Florence. PFR File, Tab 3 at 21-32. Because the agency has not shown that it was unable to submit these orders below, we do not consider them for the first time on review. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (stating that the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). 3 A preponderance of the evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q). 4 substantial prejudice to the agency. Boyd v. Department of Veterans Affairs , 111 M.S.P.R. 116, ¶ 12 (2009). In the initial decision, the administrative judge found that the appellant received the agency’s decision letter on September 4, 2018, and that any Board appeal of his removal was thus due no later than October 4, 2018. ID at 5-6. Because the appellant did not file his appeal until November 6, 2018, he found that his appeal was untimely filed by 33 days. ID at 6. Neither party challenges this finding on review, and we discern no reason to disturb it. Regarding whether the appellant established good cause for his 33-day filing delay, the administrative judge determined that his attorney acted diligently when he contacted the Board in late September after recognizing that the hurricane would affect his ability to timely file an appeal and that the hurricane did interrupt his law practice from mid-September through October 8, 2018. ID at 7. However, he found that the appellant’s attorney returned to his law practice for 2 of the 3 weeks after October 8, 2018, and that he could have filed an appeal during this time if he had exercised due diligence and ordinary prudence notwithstanding his other professional and personal obligations. ID at 7-8. He credited the attorney’s assertion that the Board employee informed him that she was “sure” a waiver would be granted under the circumstances but found it was unreasonable for him to assume that a 30-day waiver would be routinely granted in the absence of evidence showing that good cause supported a waiver for the entire time. ID at 8. Accordingly, the administrative judge concluded that good cause supported waiver of the filing deadline through October 22, 2018, but that the appellant failed to show good cause for his failure to file between October 23 and November 6, 2018. ID at 8-9. The appellant challenges these findings on review. PFR File, Tab 1 at 9-21. He argues that the 33-day delay was caused by a “hurricane of historic proportions and catastrophic damage to local infrastructure and his lawyer’s home and place of business” and that his attorney acted with due diligence to inform the5 Board of his need for an extension. Id. at 9-15. He further argues that his attorney had no prior experience before the Board, that he deferred to the Board employee’s assurance that she was “sure” a waiver would be granted under the circumstances, and that he assumed that she would have informed him “if some other action was advisable or required [ ] to secure waiver of the deadline (such as filing any appeal, no matter how incomplete, and amending it later).” Id. at 16-17. The appellant also argues that the agency will not be prejudiced by a “delay of barely one month.” Id. at 18. In response, the agency reiterates many of the arguments it raised below, including that the appellant’s attorney could have timely filed the initial appeal and has a history of untimely filings, the length of the delay was significant, and the appellant failed to explain why his attorney could not have filed the appeal on any other day before November 6, 2018. PFR File, Tab 3 at 7-20. We agree with the administrative judge’s determination that Hurricane Florence impaired the ability of the appellant’s attorney to file the appeal between mid-September and October 8, 2018, and that good cause supports a waiver of the filing deadline through October 22, 2018. ID at 7. For the reasons discussed below, we further find that the appellant has shown good cause to excuse the remainder of his filing delay. The Board has previously found good cause to waive a filing deadline when a pro se appellant reasonably relied on incorrect or misleading information from a Board employee. See Annunziata v. U.S. Postal Service , 36 M.S.P.R. 192, 196-97 (1988) (finding good cause to waive a filing deadline because the pro se appellant reasonably relied on the administrative judge’s misstatement concerning the timing of his appeal); Meehan v. U.S. Postal Service , 7 M.S.P.R. 193, 196 (1981) (finding good cause to excuse a filing delay when the pro se appellant was misled by Board employees regarding the necessity to file an appeal). Although the appellant was not pro se, his attorney had not previously practiced before the Board, and we find that he reasonably relied on the Board employee’s assurance6 that waiver of the filing deadline would be granted under the circumstances. While we agree with the administrative judge and the agency that the appellant’s attorney could have filed the appeal before November 6, 2018, there is no indication that the Board employee advised him that he should file within any particular time or warned him that his request for a waiver might be denied if he delayed more than 2 weeks after reopening his office to the general public. Given the Board employee’s statements and the circumstances surrounding the hurricane recovery efforts, we find that it was reasonable for the appellant’s attorney to infer that a waiver through November 6, 2018, would be granted. In addition, although our regulations do not provide for extensions of time to file an initial appeal, the Board has found that timely requests for such extension may constitute good cause to excuse an untimely filing. See Caldwell v. Department of the Treasury , 85 M.S.P.R. 674, ¶ 5 (2000) (finding good cause to waive the filing deadline when, among other things, a pro se appellant submitted evidence showing that he requested an extension of time to file his appeal before the filing deadline and then filed his appeal within 30 days of his extension request); Quinones v. Office of Personnel Management , 33 M.S.P.R. 612, 614 (1987) (finding good cause to excuse a 13-day filing delay when the pro se appellant claimed that he requested and received an extension of time to file his initial appeal and submitted a mail return receipt signed by the administrative officer on a date within the filing period); Quarezo v. Office of Personnel Management , 11 M.S.P.R. 522, 523 (1982) (finding good cause to waive the filing deadline when a pro se appellant timely filed a “Motion To Have His Claim Freezed and/or To Be Held In Abeyance,” the regional office notified him that the Board’s regulations did not permit such request and that the time limit for filing an appeal was running, and he filed his appeal 2 days following his receipt of this response). Here, the appellant’s attorney, who had not7 previously appeared before the Board, demonstrated due diligence by requesting an extension of time to file the initial appeal during the filing period.4 Although the filing delay in this case of 33 days is quite lengthy, we find that the circumstances surrounding the hurricane and recovery efforts, the appellant’s timely request for an extension, and his attorney’s reasonable reliance on the Board employee’s assurance that a waiver would be granted establish good cause to excuse the late filing. Because the agency has not shown that it will be substantially prejudiced by the appellant’s filing delay, we waive the filing deadline. See Boyd, 111 M.S.P.R. 116, ¶ 12. 4 We recognize that a better practice would have been for the appellant’s attorney to file an initial appeal containing the minimum requirements specified in 5 C.F.R. § 1201.24(a), along with a motion for an extension of time to file any initial pleading he wished to file and a motion to hold the proceedings in abeyance. However, there is no indication that the Board employee informed him of this option or that he knew or should have known to do so, given that he reasonably assumed he received the best advice from the Board employee, had never practiced before the Board, and was dealing with hurricane recovery efforts. Furthermore, we disagree with the administrative judge’s suggestion that the appellant’s attorney lacked due diligence because he filed the initial appeal several days after 30-day extension would have expired. ID at 8-9. It is unfair to hold an appellant to a deadline that he requested but was not granted. Moreover, the appellant’s attorney indicated in his faxed request that he may require additional time depending on area recovery efforts, IAF, Tab 1 at 29, but ultimately had no reason to request a second extension or to follow up with the Board given that the Board employee informed him that no extensions were possible and that she was “sure” a waiver would be granted. 8 ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Sonnichsen_Cris_L_DC-0752-19-0111-I-1__Remand_Order.pdf
2024-05-15
CRIS L. SONNICHSEN v. DEPARTMENT OF THE NAVY, MSPB Docket No. DC-0752-19-0111-I-1, May 15, 2024
DC-0752-19-0111-I-1
NP
1,457
https://www.mspb.gov/decisions/nonprecedential/Young_DavidPH-0432-17-0342-I-2__Remand_Order.pdf
ANDUNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID YOUNG, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER PH-0432-17-0342-I-2 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Gavriel Toso , Esquire, and Stephen Goldenzweig , Esquire, Houston, Texas, for the appellant. Paul P. Kranick , Esquire, Coatesville, Pennsylvania, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s action removing him for unacceptable performance pursuant to 5 U.S.C. chapter 43. For the reasons set forth below, we GRANT the petition for review. We MODIFY the initial decision to clarify the legal standard 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). applicable to the appellant’s claim of retaliation for prior protected equal employment opportunity (EEO) activity and REMAND the matter to the Northeastern Regional Office for further adjudication consistent with the U.S. Court of Appeals for the Federal Circuit’s decision in Santos v. National Aeronautics and Space Administration , 990 F.3d 1355 (Fed. Cir. 2021). BACKGROUND The agency removed the appellant from his position as a Veterans Service Representative (Rating) for unacceptable performance pursuant to 5 U.S.C. chapter 43. Young v. Department of Veterans Affairs , MSPB Docket No. PH-0432-17-0342-I-1, Initial Appeal File (IAF), Tab 1 at 10-16. Specifically, the agency charged that the appellant’s performance in the “output” element of his performance plan remained unacceptable following a 90 -day Performance Improvement Plan (PIP) and a 14-day extension. Id. at 11-16. The appellant appealed the action to the Board. IAF, Tab 1. The appeal was dismissed without prejudice and refiled. IAF, Tab 18; Young v. Department of Veterans Affairs , MSPB Docket No. PH-0432-17-0342-I-2, Appeal File (I-2 AF), Tab 1. A hearing was held. Hearing Transcript (HT). The administrative judge issued an initial decision finding that the agency proved the merits of its performance-based removal action by substantial evidence. I-2 AF, Tab 33, Initial Decision (ID) at 3-8. Specifically, he found that the agency proved that the appellant had produced only 1.43 weighted actions per 8 hours, less than the requisite 3 weighted actions per 8 hours necessary to be considered fully successful in the “output” critical element. ID at 6-8. He further found that the appellant failed to prove his affirmative defenses of harmful procedural error, disability discrimination (disparate treatment and failure to accommodate), and retaliation for prior protected EEO activity. ID at 8-18. Accordingly, he affirmed the removal. ID at 18. The appellant has filed a petition for review, the agency has responded in opposition, and the appellant has filed a reply. Petition for Review (PFR) File,2 Tabs 3, 5-6. In his petition, the appellant argues the following: (1) he was not given a meaningful opportunity to improve; (2) the administrative judge should have found that the deciding official was not credible and was motivated to remove him in retaliation for his EEO activity; (3) the agency discriminated against him by failing to provide him with a reasonable accommodation; and (4) the agency committed harmful procedural error by violating provisions of the applicable collective bargaining agreement (CBA). PFR File, Tab 3 at 9-21. DISCUSSION OF ARGUMENTS ON REVIEW The agency proved that the appellant’s performance was unacceptable under the legal standard for chapter 43 actions at the time the initial decision was issued. At the time the initial decision was issued, to prevail in an appeal of a performance-based removal under chapter 43, the agency was required to prove by substantial evidence2 that: (1) the Office of Personnel Management approved its performance appraisal system and any significant changes thereto; (2) the agency communicated to the appellant the performance standards and critical elements of his position; (3) the appellant’s performance standards are valid under 5 U.S.C. § 4302(b)(1); (4) the agency warned the appellant of the inadequacies of his performance during the appraisal period and gave him a reasonable opportunity to demonstrate acceptable performance; and (5) the appellant’s performance remained unacceptable in at least one critical element. Lee v. Environmental Protection Agency , 115 M.S.P.R. 533, ¶ 5 (2010). On review, the appellant does not challenge the administrative judge’s findings that the agency met its burden of proving elements (1)-(3) and (5), PFR File, Tabs 3, 6, and we find no reason to disturb these findings. However, the appellant challenges the administrative judge’s findings pertaining to element (4) by contending that the agency failed to provide him with a 2 Substantial evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, might accept as adequate to support a conclusion, even though other reasonable persons might disagree. 5 C.F.R. § 1201.4(p). This is a lower standard of proof than preponderance of the evidence. Id.3 meaningful opportunity to improve in the critical element of “output.”3 PFR File, Tab 3 at 8-20. To this end, he avers that he was unavailable to work for a large portion (60%) of his PIP due to preapproved vacation/leave, surgery and recovery, and significant computer/technical issues. Id. He further contends that he only worked 20% of the extension period, the agency did not advise him of what he needed to do to improve until 2 weeks after the start of the PIP, and the agency official assigned to assist him was ineffective. Id. The right to a reasonable opportunity to improve is a substantive right and a necessary prerequisite to all chapter 43 actions. Lee, 115 M.S.P.R. 533, ¶ 32. In determining whether the agency afforded the appellant a reasonable opportunity to demonstrate acceptable performance, relevant factors to consider include the nature of the duties and responsibilities of the employee’s position, the performance deficiencies involved, and the amount of time which is sufficient to enable the employee with an opportunity to demonstrate acceptable performance. Id. The administrative judge identified and discussed these factors in the initial decision. ID at 5-8. We discern no error with his analysis or conclusion that the agency provided the appellant with a reasonable opportunity to improve. Regarding the amount of time that he was given to demonstrate acceptable performance, on review, the appellant relies primarily on Even v. Department of the Interior, 25 M.S.P.R. 190 (1984), to suggest that the administrative judge erred by failing to take his unavailability during the PIP and extension period into consideration. PFR File, Tab 3 at 15, 17. However, the appellant’s reliance on Even is misplaced. In Even, the Board agreed with the presiding official’s finding that the agency failed to provide the appellant with an opportunity to improve when it granted her sick leave and then held her accountable for work not completed during the period of her excused absence. Even, 25 M.S.P.R. at 191. 3 The record reflects that, during the relevant timeframe, the appellant was rated exceptional in the elements of quality, timeliness, training, and organization support. IAF, Tab 4 at 58-62.4 By contrast, both the agency and the administrative judge took the appellant’s unavailability during the PIP and extension period into consideration in this matter. ID at 6-7. In calculating the appellant’s weighted output, the agency did not include “deductible time,” that is, time the appellant was unavailable due to leave, training, technical, or other issues (316.75 hours of 568 total hours). PFR File, Tab 3 at 16; HT at 22-23, 45, 64-69 (testimony of the appellant’s supervisor). To this end, the administrative judge concluded that the appellant failed to increase his output to an acceptable level “even for the 251.25 hours [out of 568 hours] that he was available.” ID at 6-7. Moreover, the Board has found that a 30-day PIP may be sufficient to provide an appellant with a reasonable opportunity to improve under 5 U.S.C. chapter 43. Melnick v. Department of Housing and Urban Development , 42 M.S.P.R. 93, 101 (1989), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table). Even if the appellant only worked 40% of the 90-day PIP and 20% of the extension period, he had more than a 30-day timeframe to demonstrate acceptable performance. The appellant also contends on review that he did not receive advance notice of his PIP due to his preapproved 2-week vacation that coincided with the start of the PIP, and he did not receive any notice of the specific things he needed to do in order to be successful during the PIP until he returned from leave “on or about October 13, 2016.” PFR File, Tab 3 at 9, Tab 6 at 5. These assertions are not supported by the record, which shows that the appellant knew as early as September 13, 2016—almost 2 weeks before his vacation—that he would be placed on a PIP, he had a conference call with his supervisor on September 20, 2016, and he received and refused to sign the PIP notice and memorandum on or around September 21, 2016. IAF, Tab 4 at 48-52, 56, Tab 7 at 48-50. The appellant further alleges that his supervisor/coach during the PIP was ineffective because he had never worked in the appellant’s position, he was unfamiliar with his job functions, he failed to conduct face-to-face meetings, and5 he frequently canceled scheduled bi-weekly meetings due to the appellant’s medical appointments, all of which deprived him of a meaningful opportunity to improve. PFR File, Tab 3 at 8, 10. We find these arguments unavailing. The regulation at 5 C.F.R. § 432.104 requires the agency to “offer assistance” to the employee in improving unacceptable performance, but there is no mechanical requirement regarding the form of assistance. Gjersvold v. Department of the Treasury , 68 M.S.P.R. 331, 336 (1995); see Towne v. Department of the Air Force , 120 M.S.P.R. 239, ¶ 20 (2013) (finding that an agency may meet its obligation to offer assistance by means other than meeting personally during the PIP). The record reflects that the appellant’s supervisor scheduled remote bi -weekly meetings with the appellant via conference call, provided feedback to him throughout the course of the PIP and extension period, and assigned him a mentor. IAF, Tab 4 at 26, 28, 30, 32, 34, 36, 39, 45-46. The appellant also asserts that his supervisor failed to provide him with training during the PIP, PFR File, Tab 3 at 10; however, there is no law, rule, or regulation that requires an agency to afford an employee such training, Macijauskas v. Department of the Army , 34 M.S.P.R. 564, 569 n.2 (1987), aff’d, 847 F.2d 841 (Fed. Cir. 1988) (Table). Accordingly, we discern no basis to disturb the administrative judge’s finding that the agency established by substantial evidence that it provided the appellant with a reasonable opportunity to demonstrate acceptable performance, ID at 5-8, and we affirm his decision that the agency proved by substantial evidence that the appellant’s performance was unacceptable under the legal standard for chapter 43 actions at the time the initial decision was issued. We modify the initial decision to clarify the legal standard applicable to the appellant’s claim of retaliation for EEO activity; however, a different outcome is not warranted. On review, the appellant reasserts that the agency’s removal action was in retaliation for his protected EEO activity. IAF, Tab 1 at 6; PFR File, Tab 3 at 21.6 However, the nature of the appellant’s claim of EEO retaliation is unclear. To this end, the administrative judge stated in the initial decision only that “[i]t is undisputed that the appellant had previously filed an EEO complaint against the agency in 2015.” ID at 17. The appellant’s petition for review suggests that his EEO complaint related to disability discrimination. PFR File, Tab 3 at 6-7. Because the nature of the appellant’s EEO retaliation claim may warrant a different legal analysis, we modify the initial decision to discuss and clarify these different legal standards. In analyzing the appellant’s EEO retaliation claim, the administrative judge relied on, among other cases, Savage v. Department of the Army , 122 M.S.P.R. 612 (2015), and found that the appellant failed to show that retaliation was a motivating factor in the agency’s removal action. ID at 15-18. Subsequent to the issuance of the initial decision, the Board found that retaliation claims under Title VII and the Rehabilitation Act are subject to different legal standards. Specifically, the Board found that claims of retaliation for opposing discrimination in violation of Title VII are analyzed under the same framework used for Title VII discrimination claims, which requires proof that a prohibited consideration was a motivating factor in the agency’s decision. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-22, 30. However, an appellant alleging retaliation for activity protected under the Rehabilitation Act must prove that such retaliation was a “but-for” cause of the agency’s action. Id., ¶¶ 44-46. As indicated, the administrative judge concluded that the appellant failed to show that retaliation was a motivating factor in the agency’s removal action. ID at 17. To this end, he specifically found that the appellant had made only “bare allegations” regarding “reprisal discrimination” and that nothing from the record evidence or the relevant agency officials’ testimony provided “even a hint” that any agency personnel had a discriminatory animus toward him. ID at 17-18. The Board must give deference to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on the observation of7 the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) . On review, the appellant contends that the deciding official provided contradictory testimony as to her knowledge of his EEO activity, and, therefore, she should not have been considered credible by the administrative judge. PFR File, Tab 3 at 21. Specifically, he alleges that the deciding official “made a big deal of the fact that she in no way, shape, or form knew about [his] EEO cases,” when she actually had been aware of his cases at the time of the removal. Id. The record reflects that the deciding official initially testified that she did not recall “knowing or not knowing whether” the appellant had filed an EEO complaint at the time she removed him; however, once her recollection was refreshed with her notes from the appellant’s oral reply, she acknowledged that he had raised this issue during the reply, and she further testified that his EEO activity was not “relevant” to the performance issues. HT at 139, 154-55, 278-79 (testimony of the deciding official); IAF, Tab 4 at 89-94. Any discrepancy in the deciding official’s testimony, described above, does not constitute a sufficiently sound reason to overturn the administrative judge’s credibility determinations. See Haebe, 288 F.3d at 1301. Accordingly, we discern no basis to disturb the administrative judge’s conclusion that the appellant failed to show that his EEO activity was a motivating factor in the removal action. ID at 17-18. Because the appellant failed to show that his protected activity was a motivating factor, he necessarily failed to meet the more stringent “but-for” standard . See Desjardin v. U.S. Postal Service, 2023 MSPB 6, ¶ 33. Thus, regardless of whether the appellant’s EEO activity fell under the purview of Title VII or the Rehabilitation Act, a different outcome is not warranted.4 4 In analyzing the appellant’s disparate treatment disability discrimination affirmative defense, the administrative judge found the appellant did not prove that “any disability he may have had was a motivating factor in his removal.” ID at 15. We therefore need8 The appellant’s arguments regarding his failure to accommodate claim are unavailing. An agency is required to make reasonable accommodations to the known physical and mental limitations of an otherwise qualified individual with a disability unless the agency can show that the accommodation would cause an undue hardship on its business operations. Miller v. Department of the Army , 121 M.S.P.R. 189, ¶ 13 (2014); 29 C.F.R. § 1630.9(a). An appellant may establish a disability discrimination claim based on failure to accommodate by showing by preponderant evidence that: (1) he is an individual with a disability as defined by 29 C.F.R. § 1630.2(g);5 (2) he is a qualified individual with a disability, as defined by 29 C.F.R. § 1630.2(m); and (3) the agency failed to provide him a reasonable accommodation. Miller, 121 M.S.P.R. 189, ¶ 13; 5 C.F.R. § 1201.56(b)(2)(i)(C). In the initial decision, the administrative judge acknowledged that the appellant suffers from several medical conditions. ID at 13. The administrative judge found, however, that the appellant failed to establish that he is an individual with a disability. ID at 13-14. In so concluding, he reasoned that the appellant failed to show that he has a physical or mental impairment that substantially limits one or more major life activities, including working.6 ID at 13-14 & n.2; 29 C.F.R. § 1630.2(j)(1)(ii). not decide whether discrimination was a “but-for” cause of the agency’s action. See Pridgen, 2022 MSPB 31, ¶ 40. 5 The appellant may prove that he has a disability by showing that he: (1) has a physical or mental impairment that substantially limits one or more major life activities; (2) has a record of such impairment; or (3) is regarded as having such an impairment. 42 U.S.C. § 12102(1); 29 C.F.R. § 1630.2(g)(1). 6 In the initial decision, the administrative judge focused solely on whether the appellant was substantially limited in the major life activity of working because the appellant “proffered no evidence to show how his impairment limited any other major life activities.” ID at 13 n.2. The appellant testified at the hearing that his conditions affected his sleep; however, he does not contend on review that the administrative judge erred by failing to consider this alternative life activity. HT at 196, 209, 213 (testimony of the appellant); 29 C.F.R. § 1630.2(i)(1)(i). 9 On review, the appellant challenges the administrative judge’s analysis by arguing the following: (1) he has “physical and mental service -connected disabilities”; (2) agency officials should have known that telework was not a sufficiently effective accommodation; and (3) agency officials should have construed his requests for additional medical leave during the PIP as reasonable accommodation requests. PFR File, Tab 3 at 5-6, 20-21. He also asserts that the agency failed to explore reassignment as an accommodation. Id. at 20-21. The agency does not dispute that the appellant is a service-connected veteran or that he suffers from several medical conditions. I-2 AF, Tab 15 at 4; HT at 9-10 (testimony of the appellant’s supervisor), 196, 261 (testimony of the appellant). The record also reflects that the agency granted the appellant’s request to telework full-time starting in September 2015 as a reasonable accommodation.7 I-2 AF, Tab 26 at 91-92. We interpret the appellant’s argument on review regarding his documented service-connected conditions to be an argument that the administrative judge should have analyzed whether he has a record of an impairment.8 An individual has a record of an impairment under 42 U.S.C. § 12102(1)(B) “if the individual has a history of, or has been misclassified as having, a mental or physical impairment that substantially limits one or more major life activities.” 29 C.F.R. § 1630.2(k). By contrast, the “[service-connected disability] percentage ratings represent as far as can practicably be determined the average impairment in earning capacity resulting from such diseases and injuries and their residual conditions in civil occupations.” 38 C.F.R. § 4.1; see 74 Fed. Reg. 48431, 48448 (2009) (“The fact that an individual has a record of being a disabled veteran . . . does not guarantee that the individual will satisfy the definition of ‘disability’ 7 The agency also provided the appellant with “equipment or something of that nature.” HT at 12 (testimony of the supervisor). 8 The appellant does not appear to challenge the administrative judge’s finding that he failed to prove that he is an individual with a physical or mental impairment that substantially limits the major life activity of working, and we affirm that finding herein.10 under part 1630.”). Thus, to the extent the appellant argues that he proved that he is an individual with a disability because he showed that he has a record of impairment, we find his argument unpersuasive. Moreover, even if we find for the purposes of our analysis that the appellant has proven that he has a disability, he has failed to prove that he is a qualified individual with a disability pursuant to 29 C.F.R. § 1630.2(m). A qualified individual with a disability is a person who, with or without reasonable accommodation, can perform the essential functions of a position. 42 U.S.C. § 12111(8); 29 C.F.R. § 1630.2(m). The essential functions of a position generally refer to the fundamental job duties or the reason for a position’s existence as reflected in, among other things, the amount of time spent on a particular task. Henry v. Department of Veterans Affairs , 100 M.S.P.R. 124, ¶ 10 (2005). Despite the accommodation of full-time telework, the appellant was still unable to perform the essential functions of his position, i.e., to perform to the fully acceptable level in the output critical element. The agency is not required to lower its production or performance standards as a reasonable accommodation. Byrne v. Department of Labor , 106 M.S.P.R. 43, ¶ 7 (2007). We have considered the appellant’s remaining arguments regarding his failure to accommodate claim, but find that none warrant a different outcome. For example, we have considered his assertion that the agency should have construed his “repeated requests for leave for medical issues” as a reasonable accommodation request. PFR File, Tab 3 at 20. However, the appellant does not identify on review any requests for medical leave that the agency denied. Moreover, the appellant fails to articulate on review any accommodation that would have enabled him to perform the essential functions of the Veteran Service Representative (Rating) position, i.e., to bring his output to acceptable levels. We have also considered his argument that the agency had an obligation to explore reassignment as “the accommodation of last resort.” Id. However, he11 does not cite any documentation on review to support such a request, nor does he identify any position to which he could have been reassigned.9 The appellant did not prove harmful procedural error. On review, the appellant suggests that the agency violated its CBA, which mandated both that the agency afford the appellant “at least 90 calendar days” to resolve the performance deficiencies and that the supervisor meet with the appellant on a bi -weekly basis during this timeframe. PFR File, Tab 3 at 10, 17; IAF, Tab 4 at 82. Allegations of agency error in applying CBA provisions in chapter 43 actions are treated as claims of procedural error. Slavich v. Social Security Administration , 102 M.S.P.R. 171, ¶ 8 (2006); DeSousa v. Agency for International Development , 38 M.S.P.R. 522, 526 (1988). Pursuant to 5 U.S.C. § 7701(c)(2)(A), the Board will not sustain an agency’s decision if the appellant “shows harmful error in the application of the agency’s procedures in arriving at such decision.” A procedural error is harmful where the record shows that an error by the agency was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Pumphrey v. Department of Defense , 122 M.S.P.R. 186, ¶ 10 (2015); 5 C.F.R. § 1201.4(r). An appellant bears the burden of proving, by preponderant evidence,10 that the agency committed harmful error in reaching its decision. Pumphrey, 122 M.S.P.R. 186, ¶ 10; 5 C.F.R. § 1201.56(b)(2)(i)(C). 9 Moreover, the proposing official testified that he considered proposing reassignment or a demotion to a lower-graded position, but he believed that removal was the best option under the circumstances. HT at 122-23 (testimony of the proposing official). The deciding official acknowledged that demotion to a previously held position is not always available because the duties of the appellant’s previously held position were “different” than the tasks in his Veteran Service Representative (Rating) position, and there were different expectations at different grade levels. HT at 157-58 (testimony of the deciding official). 10 Preponderant evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q). 12 We agree with the administrative judge that the appellant failed to prove that the agency committed harmful procedural error. ID at 8-9. There is no provision in the CBA that required the agency to extend the length of the PIP each time the appellant used leave or had significant computer/technical issues. Nevertheless, the agency extended the appellant’s PIP to a total of approximately 104 days on account of his unavailability during the initial 90-day PIP period. IAF, Tab 1 at 10, 12. Because 104 days is “at least 90 calendar days,” we discern no agency error. The CBA also required that “the supervisor shall meet with the employee on a bi-weekly basis to provide regular feedback on progress made during the PIP period.”11 IAF, Tab 4 at 82. Here, the record indicates that the appellant’s supervisor scheduled bi-weekly meetings with him and provided him with advanced notice of all such meeting dates. Id. at 45-46. The record substantiates the appellant’s assertion that he was unable to attend some of these meetings due to medical appointments, IAF, Tab 4 at 26, 28, 30, but the supervisor still provided him with feedback, id. at 26, 28. We find that the appellant’s unavailability does not render the agency in violation of this CBA provision. PFR File, Tab 3 at 10; IAF, Tab 4 at 26, 28, 30. In any event, even if we determined that the appellant proved agency error, he fails to show that any alleged violation is likely to have caused the agency to reach a different conclusion. As noted, the appellant needed to improve his output only, ID at 7, and he proffers nothing to show that a longer PIP period or additional meetings with his supervisor would have significantly increased his output during the PIP and extension period, see Wood v. Department of the Navy , 27 M.S.P.R. 659, 663 (1985) (finding no harmful error where the agency’s regulations required a 90 -day PIP, but the agency only afforded the appellant a 30-day PIP, because she failed to show that additional time would have permitted 11 The CBA subsequently references the “weekly meeting.” IAF, Tab 4 at 82. Neither party raises this discrepancy in the CBA on review. We assume for the purposes of our analysis that the subsequent reference to a “weekly” meeting was a typographical error.13 her to improve her performance and would have caused the agency not to take the removal action); see also Green v. Department of Labor , 26 M.S.P.R. 96, 98 n.3 (1985) (finding no harmful error where the agency failed to hold weekly meetings, as required by the CBA, because the appellant failed to show that he was harmed by the procedural error). Thus, a different outcome is not warranted. Remand is required in light of Santos . As indicated, in affirming the agency’s performance-based removal action, the administrative judge correctly applied the Board’s precedent setting forth the relevant legal standard for actions under chapter 43 at the time he issued his initial decision. ID at 3-8. Subsequent to the initial decision, however, the Federal Circuit held for the first time that, to support an adverse action under chapter 43, an agency “must justify institution of a PIP” by showing that the employee’s performance was unacceptable before the PIP. Santos, 990 F.3d at 1360-61. Therefore, to defend an action under chapter 43, an agency must now also prove by substantial evidence that the appellant’s performance during the appraisal period prior to the PIP was unacceptable in one or more critical elements. See Lee v. Department of Veterans Affairs , 2022 MSPB 11, ¶ 15. The Federal Circuit’s decision in Santos applies to all pending cases, including this one, regardless of when the events took place. Id., ¶ 16. The parties here did not have an opportunity before the administrative judge to address the modified legal standard in light of Santos. We therefore remand this case for further adjudication of the appellant’s removal under the standard set forth in Santos. See Santos, 990 F.3d at 1363-64 (remanding the appeal for further proceedings under the modified legal standard); see also Lee, 2022 MSPB 11, ¶ 16 (remanding the appellant’s chapter 43 appeal because the parties were not informed of the modified standard set forth in Santos). On remand, the administrative judge shall accept evidence and argument on whether the agency proved by substantial evidence that the appellant’s pre-PIP performance was unacceptable. The administrative judge shall hold a14 supplemental hearing if appropriate. The administrative judge shall then issue a new initial decision consistent with Santos. If the agency makes the additional showing required under Santos on remand, the administrative judge may incorporate his prior findings on other elements of the agency’s case in the remand initial decision. However, regardless of whether the agency meets its burden, if the argument or evidence on remand regarding the appellant’s pre-PIP performance affects the administrative judge’s analysis of the appellant’s affirmative defenses, he should address such argument or evidence in the remand initial decision. See Spithaler v. Office of Personnel Management , 1 M.S.P.R. 587, 589 (1980) (explaining that an initial decision must identify all material issues of fact and law, summarize the evidence, resolve issues of credibility, and include the administrative judge’s conclusions of law and his legal reasoning, as well as the authorities on which that reasoning rests).15 ORDER For the reasons discussed above, we grant the appellant’s petition for review, modify the initial decision to clarify the legal standard applicable to the appellant’s claim of EEO retaliation, and remand this case to the regional office for further adjudication consistent with Santos. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16
Young_DavidPH-0432-17-0342-I-2__Remand_Order.pdf
2024-05-15
DAVID YOUNG v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. PH-0432-17-0342-I-2, May 15, 2024
PH-0432-17-0342-I-2
NP
1,458
https://www.mspb.gov/decisions/nonprecedential/Waiters_KrystalSF-315H-19-0234-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KRYSTAL WAITERS, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-315H-19-0234-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Krystal Waiters , Fresno, California, pro se. Deputy Chief Counsel , North Las Vegas, Nevada, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her appeal of her probationary termination. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant asserts that she has discovered new information after the issuance of the initial decision; namely, that the supervisor who recommended terminating her recanted the accusations that led to her termination, and the other individuals involved in the incident that was the basis for her termination “have now been cleared of all reprimands.” Petition for Review File, Tab 1 at 3-5. She contends that the accusations and findings underlying her termination were based on race and sex discrimination. Id. at 4-5. Generally, the Board will not consider evidence submitted for the first time on review absent a showing that it was unavailable before the record closed despite the party’s due diligence, but the issue of the Board’s jurisdiction is always before the Board and may be raised by either party, or sua sponte by the Board, at any time during a Board proceeding. Simnitt v. Department of Veterans Affairs , 113 M.S.P.R. 313, ¶ 5 (2010); 5 C.F.R. § 1201.115. Accordingly, we have considered the appellant’s arguments; however, they do not provide a basis for the Board to assert jurisdiction over this matter. As discussed by the administrative judge, the appellant has not shown a statutory or regulatory basis on which the Board can conclude that the appellant has standing to challenge her probationary termination. Initial Appeal File, Tab 7 at 3-5; see2 5 U.S.C. § 7511(a)(1)(A) (defining, in relevant part, an “employee” under 5 U.S.C. chapter 75 as an individual in the competitive service who either (1) is not serving a probationary or trial period under an initial appointment, or (2) except as provided in 1599e of Title 10, has completed 1 year of current, continuous service under an appointment other than a temporary one limited to 1 year or less); Harris v. Department of the Navy , 99 M.S.P.R. 355, ¶ 6 (2005) (stating that a probationary employee in the competitive service has a regulatory right of appeal to the Board if she makes a nonfrivolous allegation that she was terminated due to discrimination based on marital status or for partisan political reasons, or because of conditions arising before appointment to the position in question); 5 C.F.R. §§ 315.805-315.806. Additionally, as set forth by the administrative judge, the Board lacks jurisdiction to consider a discrimination claim absent an otherwise appealable action. Baggan v. Department of State , 109 M.S.P.R. 572, ¶ 9 n.2; 5 C.F.R. § 315.806(d). The dismissal of the appeal for lack of jurisdiction is affirmed. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Waiters_KrystalSF-315H-19-0234-I-1__Final_Order.pdf
2024-05-15
KRYSTAL WAITERS v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-315H-19-0234-I-1, May 15, 2024
SF-315H-19-0234-I-1
NP
1,459
https://www.mspb.gov/decisions/nonprecedential/Mosteller_JulietteDC-1221-16-0107-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JULIETTE MOSTELLER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-1221-16-0107-W-1 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Juliette Mosteller , Glen Burnie, Maryland, pro se. Richard Johns , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the Washington Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND On June 15, 2015, the appellant filed a Board appeal from the agency’s decision to remove her from her Program Analyst position in the agency’s National Cemetery Administration (NCA), effective May 22, 2015. Initial Appeal File (IAF), Tab 10, Initial Decision (ID) at 2; Mosteller v. Department of Veterans Affairs , MSPB Docket No. DC-0752-15-0865-I-1 (Removal Appeal), Initial Appeal File (0865-I-1 IAF), Tab 10 at 20. During the processing of her Removal Appeal, the appellant submitted copies of letters from the Office of Special Counsel (OSC) dated October 22, 2015, advising her that had closed its investigation into her claims. IAF, Tab 23 at 15-17. She expressed her intent to pursue claims of reprisal relating to personnel actions leading up to her removal. Id. at 5-6. The administrative judge thereafter docketed this IRA appeal to address those separate claims. IAF, Tab 1; 0865-I-1 IAF, Tab 26 at 1-3. In an Order on Jurisdiction, the administrative judge informed the appellant that there was a question about whether the Board has jurisdiction over her appeal, apprised her of her burden of proving jurisdiction over an IRA appeal, and ordered her to file a statement with accompanying evidence on the jurisdictional issue. IAF, Tab 3. In response, the appellant alleged that the Board has jurisdiction because she exhausted her administrative remedies before OSC and suffered reprisal for whistleblowing and other protected activity. IAF, Tab 5 at 4 5. She also raised claims of race and disability discrimination and reprisal for equal employment opportunity (EEO) activity, requested compensatory and punitive damages, and submitted OSC’s letters dated September 30 and October 22, 2015, as well as other documents. IAF, Tabs 4-5. The appellant claims she made disclosures and engaged in activities as follows: (1) on an unspecified date, she filed an OSC complaint in which she reported that her agency was underreporting crimes at its facilities in violation of2 the law,2 0865-I-1 IAF, Tab 1 at 186; IAF, Tab 5 at 17; (2) in August or September 2014, she reported to a “cemetery director” that cemeteries had stockpiled enough pesticides and fertilizer to make explosive devices, 0865-I-1 IAF, Tab 1 at 186; IAF, Tab 4 at 4, Tab 5 at 5; (3) on September 3, 2014, she emailed the NCA Executive Director and the NCA Deputy Undersecretary for Management that the agency’s contingency plans were outdated and not in compliance with the Federal Continuity Directive and department directives, 0865-I-1 IAF, Tab 1 at 95; IAF, Tab 4 at 4; (4) on or about September or October 2014, she filed a complaint with the Office of Inspector General (OIG) and the Office of Security Preparedness (OSP) that various NCA emergency plans were inadequate, Mosteller v. Department of Veterans Affairs , MSPB Docket No. DC- 0752-15-0865-I-2, Appeal File (0865-I-2 AF), Hearing Transcript, dated June 27, 2017 (HT-2) at 34-38; IAF, Tab 23 at 15; (5) on an unspecified date she filed an OIG complaint, in which she complained that her reassignment/detail was an “unnecessary duplication of effort,” 0865-I-1 IAF, Tab 23 at 15; IAF, Tab 5 at 7-16; (6) in November 2014, she filed a complaint with the Office of Security and Law Enforcement (OSLE) alleging that her direct supervisor, the NCA Program Manager, hit her during a meeting on October 21, 2014, and that she regularly hit her, 0865-I-2 IAF, Tab 28 at 108-09, Tab 23 at 15; (7) on an unspecified date, she disclosed that her third -level supervisor, the NCA Deputy Undersecretary for Management, violated the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and lied during an Administrative Investigation Board (AIB) investigation by characterizing her as a bad performer and stating that she was on a performance improvement plan (PIP), 0865-I-1 IAF, Tab 1 at 188, Tab 23 at 15; (8) in September 2014 or February 2015, she informed the Secretary of the agency that senior managers lacked candor and engaged in racially discriminatory hiring and disciplinary actions, 0865-I-1 IAF, Tab 1 at 188, Tab 23 at 15; IAF, 2 The appellant does not appear to have provided any additional information regarding this earlier OSC complaint, including the date or whether OSC ever issued her a close-out letter. 3 Tab 5 at 5; and (9) on an unspecified date after the April 6, 2015 proposed removal, she filed the underlying OSC complaint, which was assigned the complaint number MA-15-3632. 0865-I-1 IAF, Tab 1 at 186-89. Lastly, in the appellant’s OSC complaint she alleged that in December 2014 she complained to the Office of Personnel Management (OPM) of gross mismanagement, including that the NCA Executive Director falsified an official Government document by certifying on the appellant’s Standard Form (SF) 50 that the position she was reassigned or detailed to was “necessary to carryout Government business,” when the appellant was “double slotted” with another employee and assigned duties that were being accomplished by the Office of Human Resources Management (OHRM). 0865-I -1 IAF, Tab 1 at 186-87; IAF, Tab 5 at 4-5. According to the appellant, as a result of her disclosures and activity, she was subjected to retaliation, including the following: (1) on unspecified dates, she was subjected to a hostile work environment and humiliation, IAF, Tab 4 at 4; (2) on unspecified dates, agency officials made defamatory statements about her, id.; (3) on unspecified dates, she was denied training, id.; (4) on September 25, 2014, the agency issued her a letter of reprimand, 0865-I-1 IAF, Tab 10 at 167-68; IAF, Tab 4 at 4; (5) on October 12, 2014, the appellant was reassigned or detailed from her position as the Emergency Preparedness Coordinator to a position in OHRM and her telework privileges were removed, IAF, Tab 4 at 4, Tab 5 at 9, 15; (6) on March 13, 2015, the agency suspended her for 14 days, 0865-I-1 IAF, Tab 10 at 167-68; IAF, Tab 4 at 4; and (7) on May 23, 2015, the agency removed her from her position and deprived her of the ability to respond to the charges, 0865-I-1 IAF, Tab 10 at 21-23; IAF, Tab 4 at 4. Lastly, the appellant alleges that in 2014, management banned her from the building, released her Personal Identifiable Information (PII), the NCA Executive Director referred to her as the “navy yard shooter,” she was locked out of the building at least twice, and the NCA Deputy Undersecretary for Management told her he4 would only consider her request for a reasonable accommodation if she “dropped [her] EO claims.” IAF, Tab 5 at 5. The agency moved to dismiss the appeal for lack of jurisdiction. IAF, Tab 6 at 7-10. The appellant filed a request to suspend case processing for 60 days to obtain further information from OSC; however, she did not file an additional submission during the 1-year period following her request and before the issuance of the initial decision. IAF, Tab 7. Based on the written record, the administrative judge issued an initial decision dismissing the IRA appeal for lack of jurisdiction. ID at 1, 14. Specifically, he found that the appellant proved that she exhausted her administrative remedies before OSC regarding the claims of reprisal for whistleblowing and other protected activity summarized in OSC’s letters. ID at 7-8. However, he found that she failed to prove exhaustion of her OSC remedy regarding the additional claims raised in her jurisdictional response, in particular her alleged disclosure to OPM that an agency official had falsified an official Government document and the alleged retaliatory personnel actions of being banned from and locked out of a building. ID at 8. He further found that she failed to nonfrivolously allege that she made a protected disclosure or engaged in protected activity that was a contributing factor in a personnel action. ID at 8-14. The appellant has filed a petition for review challenging the administrative judge’s jurisdictional findings and asserting adjudicatory bias. Petition for Review (PFR) File, Tab 1. The agency has filed a response opposing her petition. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over an IRA appeal if the appellant has exhausted her administrative remedies before OSC and makes nonfrivolous allegations3 that (1) she made a protected disclosure described under 5 U.S.C. 3 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s).5 § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b) (9)(A)(i), (B), (C), or (D), and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a)(2)(A). Salerno v. Department of the Interior, 123 M.S.P.R. 230, ¶ 5 (2016). Once an appellant establishes jurisdiction over her IRA appeal, she is entitled to a hearing on the merits of her claim, which she must prove by preponderant evidence. Id. The administrative judge erred in finding that the appellant had not exhausted all her alleged disclosures. The administrative judge found that the appellant exhausted her alleged disclosures and activities with OSC, with one exception, i.e., the December 2014 complaint to OPM that the NCA Executive Director falsified an official Government document by certifying on the appellant’s SF-50 that the position she was reassigned or detailed to was “necessary to carryout Government business,” when the appellant was “double slotted” with another employee and assigned duties that were being accomplished by the OHRM. ID at 8. The appellant challenges this finding on review. PFR File, Tab 1 at 4. The parties do not dispute the administrative judge’s determination that the appellant exhausted the remaining matters, and we discern no basis to disturb those findings on review.4 IAF, Tab 4 at 4. We further conclude that the appellant exhausted the December 2014 alleged disclosure. An appellant satisfies the exhaustion requirement when she has provided OSC with a sufficient basis to pursue an investigation into her allegations of whistleblower reprisal. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10 (citations omitted). An appellant may demonstrate 4 Similarly, the appellant does not challenge and we find no basis to disturb the administrative judge’s finding that the appellant failed to exhaust with OSC her remaining alleged personnel action, i.e., that in 2014 management banned her from the building, released her PII, referred to her as the “navy yard shooter,” locked her out of the building at least twice, and told her that her request for a reasonable accommodation would only be considered if she “dropped [her] EO claims.” ID at 8. 6 exhaustion through her initial OSC complaint or correspondence with OSC. Id., ¶ 11. Alternatively, exhaustion may be proven through other sufficiently reliable evidence, such as an affidavit or declaration attesting that the appellant raised with OSC the substance of the facts in her appeal. Id. (citation omitted). An appellant must prove exhaustion by preponderant evidence. Id. With the appellant’s initial appeal, she provided a copy of her OSC complaint, which she declared under penalty of perjury that she submitted to OSC.5 0865-I-1 IAF, Tab 1 at 6, 186-89; PFR File, Tab 1 at 4. The OSC complaint essentially contains the substance of the allegations of her alleged December 2014 OPM complaint. For instance, she alleged that, “the position to which she was assigned was one that was not needed by the Administration; it was a position whose responsibilities were being covered by [OHRM],” she was “double slotted” with another employee, and therefore, her first-level supervisor “exercised lack of candor when she signed the SF52 stating that the position was required to accomplish the mission of the organization.” 0865-I-1 IAF, Tab 1 at 186-87 (punctuation as in the original). Accordingly, we find that the appellant established by preponderant evidence that she exhausted her December 2014 alleged disclosure. The administrative judge erred in finding that the appellant failed to make nonfrivolous allegations that he engaged in protected activity. In his initial decision, the administrative judge found that the appellant failed to nonfrivolously allege that any of her communications, including her OIG and OSC complaints, constituted protected activity. ID at 13 & n.12. The parties do not dispute the administrative judge’s finding on review. Nonetheless, we revisit it here because the issue of the Board’s jurisdiction is always before it and 5 As indicated above, the administrative judge subsequently docketed this separate IRA appeal sua sponte. 0865-I-1 IAF, Tab 26, Initial Decision at 3; IAF, Tab 2 at 2. A copy of the appellant’s initial appeal is contained only in her removal appeal file, and therefore we cite to that file here. 7 may be raised sua sponte by the Board at any time during a Board proceeding. Francis v. Department of the Air Force , 120 M.S.P.R. 138, ¶ 8 (2013). In our Remand Order in the appellant’s 2015 Removal Appeal, we have concluded that the appellant proved by preponderant evidence that she engaged in the following protected activities under 5 U.S.C. § 2302(b)(9): (1) on an unspecified date, she filed an OSC complaint in which she alleged that the agency was “under reporting crimes at its facilities,” in violation of the law, 0865-I-1 IAF, Tab 1 at 186; (4) on or about September or October 2014, she filed a complaint with the OIG and the OSP that various NCA emergency plans were inadequate, 0865-I-2 AF, HT-2 at 34-38; 0865-I-1 IAF, Tab 23 at 15; (5) on an unspecified date, she filed an OIG complaint, in which she complained that her reassignment/detail was an “unnecessary duplication of effort,” 0865-I-1 IAF, Tab 23 at 15; IAF, Tab 5 at 7-16; and (9) on an unspecified date after the April 6, 2015 proposed removal, she filed the underlying OSC complaint (MA-15-3632), 0865-I-1 IAF, Tab 1 at 186-89.6 The nonfrivolous allegation standard needed to establish jurisdiction here is lower than the preponderance of the evidence standard needed to prove the appellant’s claims on the merits. See Ingram v. Department of the Army , 114 M.S.P.R. 43, ¶¶ 10, 20 (2010) (explaining that an appellant who made nonfrivolous allegations that he made a protected disclosure that was a contributing factor in a personnel action was required to prove his claims on the merits by preponderant evidence). Because in the 2015 Removal Appeal we found that the appellant proved that she engaged in this protected activity by preponderant evidence, we find that she necessarily met her jurisdictional burden with respect to the same claims. With respect to the appellant’s alleged protected disclosures (2) and (6), in the 2015 Removal Appeal, we concluded that the appellant did not prove by preponderant evidence that she made protected disclosures. However, that 6 For the sake of clarity, we will continue to use the numbering we assigned to the appellant’s disclosures and activities earlier in this decision. See supra.8 decision is not final because it was remanded in order for the administrative judge to make findings in the first instance regarding whether the appellant established that her remaining disclosures (3), (7), (8), and (10) were protected, whether the remaining protected disclosures and activities were a contributing factor in her removal, and if so, to reevaluate whether the agency proved by clear and convincing evidence that it would have removed the appellant absent her protected disclosures and activities. We need not decide here whether the appellant has nonfrivolously alleged that she made protected disclosures with respect to those complaints, because as discussed below, we find that the appellant has established jurisdiction because she has nonfrivolously alleged that at least one of her alleged protected activities was a contributing factor in at least one alleged personnel action. The administrative judge erred in finding that the appellant failed to nonfrivolously allege that her protected activity was a contributing factor in a personnel action. The administrative judge concluded that the appellant failed to nonfrivolously allege that her alleged protected disclosures or activity contributed to a personnel action. ID at 13. We disagree. An appellant’s protected disclosure or activity is a contributing factor if it in any way affects an agency’s decision to take a personnel action. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way an appellant may establish the contributing factor criterion is the knowledge/timing test, under which she submits evidence showing that the official taking the personnel action knew of the disclosure or activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or activity was a contributing factor in the personnel action. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 63. The Board has held that a personnel action taken within approximately 1 to 2 years of an appellant’s9 disclosures or activity satisfies the timing portion of the knowledge/timing test. Id. The appellant alleged that she filed a complaint with the OSP and eventually the OIG that various NCA emergency plans were inadequate and testified, during the hearing in her 2015 Removal Appeal, that she filed this complaint on or about September or October 2014. 0865-I-2 AF, HT-2 at 34-38; 0865-I-1 IAF, Tab 23 at 15. She also alleged that on March 13, 2015, she was issued a 14-day suspension in retaliation for her alleged protected disclosures and activities, including her OIG complaint. IAF, Tab 4 at 4; 0865-I-1 IAF, Tab 10 at 132-33. Therefore, the appellant’s allegations are sufficient to meet her jurisdictional burden as to the timing prong of the knowledge/timing test as it concerns her 14-day suspension. We also conclude that the appellant nonfrivolously alleged that the agency official who issued the decision on her 14-day suspension had direct knowledge of the appellant’s October 2014 OIG complaint. Specifically, during the hearing in the 2015 Removal Appeal, the deciding official who was also the NCA Executive Director and the appellant’s second-line supervisor testified that she was aware the appellant complained to the OIG about “emergency planning things.” 0865-I-2 AF, HT-1 at 40. Thus, the appellant has made nonfrivolous allegations regarding the knowledge prong of the knowledge/timing test. In cases such as this one, when the appellant has alleged multiple personnel actions, the Board has jurisdiction if the appellant exhausts her administrative remedies before OSC and makes a nonfrivolous allegation that at least one alleged personnel action was taken in reprisal for at least one alleged protected disclosure or activity. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 13. Therefore, we find it appropriate to remand this appeal for a determination on the merits.7 7 The appellant contends that the administrative judge was biased because he dismissed all of her claims, determined that she “did not explain her dismissal for lack of candor,” and was aware of her former position and duties from her separate removal appeal. PFR10 ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication in accordance with this Remand Order. Because the appellant’s alleged protected disclosures and activities in this appeal overlap with those in the 2015 Removal Appeal, on remand the Washington Regional Office may wish to join the appeals. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. File, Tab 1 at 5. The Board will not infer bias based on an administrative judge’s case- related rulings. Vaughn v. Department of the Treasury , 119 M.S.P.R. 605, ¶ 18 (2013). Here, to the extent the appellant is claiming that she cannot obtain a fair ruling because the administrative judge is familiar with the facts surrounding her separate removal appeal, we find that this broad allegation of bias is insufficient to rebut the presumption of his honesty and integrity. See Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980) (observing that, in making a claim of bias or prejudice against an administrative judge, a party must overcome the presumption of honesty and integrity that accompanies administrative adjudicators). 11
Mosteller_JulietteDC-1221-16-0107-W-1__Remand_Order.pdf
2024-05-15
JULIETTE MOSTELLER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DC-1221-16-0107-W-1, May 15, 2024
DC-1221-16-0107-W-1
NP
1,460
https://www.mspb.gov/decisions/nonprecedential/Mosteller_JulietteDC-0752-15-0865-I-2__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JULIETTE MOSTELLER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-0752-15-0865-I-2 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Juliette Mosteller , Glen Burnie, Maryland, pro se. Robert Vega , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s removal action. For the reasons discussed below, we GRANT the appellant’s petition for review We AFFIRM the initial decision to the extent it found that the agency proved its lack of candor charge against the appellant and that the appellant failed to prove her status-based disability and race discrimination claims and her claim of reprisal for equal employment 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). opportunity (EEO) activity, VACATE the administrative judge’s finding that the agency proved by clear and convincing evidence that it would have removed the appellant absent her protected disclosures and activities, and REMAND the case to the regional office for further adjudication of the appellant’s claims of disability discrimination based on failure to accommodate , a due process violation or harmful procedural error, and whistleblower reprisal in accordance with this Remand Order. BACKGROUND Effective May 22, 2015, the agency removed the appellant from her Program Analyst position with the agency’s National Cemetery Administration (NCA) based on the charge of lack of candor in her statements against her supervisors (four specifications). Mosteller v. Department of Veterans Affairs , MSPB Docket No. DC-0752-15-0865-I-1, Initial Appeal File (IAF), Tab 10 at 20-21. The appellant allegedly made unsubstantiated statements related to her claim that her first-line supervisor hit her. Id. at 21. In deciding to remove the appellant, the deciding official considered, among other things, her prior disciplinary actions. Id. at 22, 114; Mosteller v. Department of Veterans Affairs , MSPB Docket No. DC-0752-15-0865-I-2, Appeal File (I-2 AF), Tab 28 at 101-02, Tab 31; Hearing Transcript (HT) at 170, 212-13 (testimony of deciding official). Specifically, the appellant received a letter of reprimand in September 2014 for inappropriate communication and served a 14-day suspension, from March 22 to April 4, 2015, based on the charges of failure to follow directions and inappropriate communication. I-2 AF, Tab 28 at 165-68. The deciding official also considered the Administrative Investigation Board (AIB) report of investigation into the appellant’s statements against her supervisors. I-2 AF, Tab 28 at 112-36, Tab 31. The appellant appealed her removal to the Board, and she requested a hearing. IAF, Tab 1 at 1-6, Tab 4. In November 2015, the administrative judge dismissed the appeal without prejudice to docket and process separately the2 appellant’s suspension and individual right of action (IRA) appeals.2 IAF, Tab 26 at 1-3. In June 2016, the appellant’s removal appeal was refiled under the current docket number. I-2 AF, Tab 2. The appellant raised the affirmative defenses of discrimination (race and disability), reprisal for EEO activity, and retaliation for whistleblowing or other protected activity. I-2 AF, Tab 6 at 2; IAF, Tab 1 at 5, Tab 23 at 5-6. The appellant submitted copies of letters from the Office of Special Counsel (OSC) below, dated October 22, 2015, advising her that OSC had closed its investigation into her appeal. IAF, Tab 23 at 15-17. She expressed her intent to pursue claims of reprisal relating to personnel actions leading up to her removal. Id. at 5-6. The administrative judge thereafter docketed a separate IRA appeal to address those claims. IAF, Tab 26 at 1-3; Mosteller v. Department of Veteran Affairs , MSPB Docket No. DC-1221-16-0107-W-1 (0107-W-1 IAF), Tab 3 at 1-2. In April 2017, this case was reassigned to a different administrative judge. I-2 AF, Tab 15. With respect to her whistleblower reprisal affirmative defense, the appellant claims she was removed in retaliation for making disclosures and engaging in activities as follows: (1) on an unspecified date, she filed an OSC complaint in which she reported that her agency was underreporting crimes at its facilities in violation of the law, IAF, Tab 1 at 186; (2) in August or September 2014, she reported to a “cemetery director” that cemeteries had stockpiled enough pesticides and fertilizer to make explosive devices, IAF, Tab 1 at 186, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5; (3) on September 3, 2014, she emailed the NCA Executive Director and the NCA Deputy Undersecretary for Management that the 2 On June 27, 2016, the Board issued a Final Order affirming the dismissal of the appellant’s suspension appeal for lack of jurisdiction. Mosteller v. Department of Veterans Affairs, MSPB Docket No. DC-0752-16-0108-I-1, Final Order, ¶¶ 2, 8, 15 (June 27, 2016). The appellant filed an appeal of the Board’s Final Order to the U.S. Court of Appeals for the Federal Circuit, which affirmed the Board’s decision. Mosteller v. Merit Systems Protection Board , 673 F. App’x 998 (Fed. Cir. 2017) (per curiam). 3 agency’s contingency plans were outdated and not in compliance with the Federal Continuity Directive and department directives, IAF, Tab 1 at 95, Tab 23 at 15; (4) on or about September or October 2014, she filed a complaint with the Office of Inspector General (OIG) and the Office of Security Preparedness (OSP) that various NCA emergency plans were inadequate, HT at 34-38; IAF, Tab 23 at 15; (5) on an unspecified date she filed an OIG complaint, in which she complained that her reassignment/detail was an “unnecessary duplication of effort,” IAF, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 7-16; (6) in November 2014, she filed a complaint with the Office of Security and Law Enforcement (OSLE) alleging that her direct supervisor, the NCA Program Manager, hit her during a meeting on October 21, 2014 and that she regularly hit her, IAF, Tab 28 at 108-09, Tab 23 at 15; (7) on an unspecified date, she disclosed that her third-level supervisor, the NCA Deputy Undersecretary for Management, violated the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and lied during an AIB investigation by characterizing her as a bad performer and stating that she was on a performance improvement plan (PIP), IAF, Tab 1 at 188, Tab 23 at 15; (8) in September 2014 or February 2015, she informed the Secretary of the agency that senior managers lacked candor and engaged in racially discriminatory hiring and disciplinary actions, IAF, Tab 1 at 188, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5; and (9) on an unspecified date after the April 6, 2015 proposed removal, she filed the underlying OSC complaint, which was assigned the complaint number MA-15-3632. IAF, Tab 1 at 186-89. Lastly, in the appellant’s OSC complaint she alleged that in December 2014 she complained to the Office of Personnel Management (OPM) of gross mismanagement, including that the NCA Executive Director falsified an official Government document by certifying on the appellant’s Standard Form (SF) 50 that the position she was reassigned or detailed to was “necessary to carryout Government business,” when the appellant was “double slotted” with another employee and assigned duties that were being4 accomplished by the Office of Human Resources Management (OHRM). IAF, Tab 1 at 186-87; 0107-W-1 IAF, Tab 5 at 4-5. After holding the requested hearing, the administrative judge issued an initial decision affirming the agency’s removal action. I-2 AF, Tab 35, Initial Decision (ID) at 1, 23. Specifically, she sustained the charge and all specifications, and she found nexus and that the imposed penalty is within the bounds of reasonableness. ID at 9-12, 20-22. The administrative judge further found that the appellant failed to prove the affirmative defenses of discrimination (disability and race), EEO reprisal, and retaliation for whistleblowing or other protected activity. ID at 13-20. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response to which the appellant has replied. PFR File, Tabs 3, 4. DISCUSSION OF ARGUMENTS ON REVIEW On petition for review, the appellant challenges the administrative judge’s findings regarding the agency’s charge of misconduct, the affirmative defenses of discrimination (disability and race), reprisal for equal employment opportunity (EEO) activity, and retaliation for whistleblowing or other protected activity, and the reasonableness of the imposed penalty. Petition for Review (PFR) File, Tabs 1, 4. Further, the appellant disputes the procedural rulings made by the administrative judge previously assigned to the appeal, and she alleges that the agency conducted a procedurally inadequate investigation. Id. As explained below, we affirm the administrative judge’s findings that the agency proved its lack of candor charge and nexus and that the appellant failed to meet her burden of proving race and status-based disability discrimination and reprisal for EEO activity. However, we remand the appeal in order for the appellant to be provided notice of her burden to establish her affirmative defenses of disability discrimination based on a failure to accommodate and a due process violation or5 harmful procedural error. We also remand the appeal for further adjudication of the appellant’s claim of whistleblower reprisal. The administrative judge previously assigned to the appeal did not abuse his discretion in ruling on procedural matters. The appellant alleges on review that the administrative judge previously assigned to the appeal abused his discretion in denying her request for witnesses and motions regarding discovery. PFR File, Tab 1 at 11, 14, 19, Tab 4 at 14-15.3 In the prehearing conference summary and order, the administrative judge disallowed 26 of the appellant’s requested witnesses on the basis of relevance. I-2 AF, Tab 6 at 3-5; IAF, Tab 23 at 53-54. The appellant filed a timely objection to the ruling on witnesses. I-2 AF, Tab 7 at 5-6. We find that the appellant’s description of the expected testimony of the disallowed witnesses does not show that the administrative judge abused his discretion. PFR File, Tab 1 at 8, 11, 14-15, Tab 4 at 12, 14-15; I-2 AF, Tab 7 at 5-6; see Franco v. U.S. Postal Service, 27 M.S.P.R. 322, 325 (1985) (holding that an administrative judge has wide discretion to exclude witnesses when it has not been shown that their testimony would be relevant, material, and nonrepetitious); 5 C.F.R. § 1201.41(b) (8), (10) (recognizing the authority of administrative judges to rule on, and order the production of, relevant, material, and nonrepetitious witnesses). In particular, the appellant has not shown that the disallowed witnesses would have provided relevant, material, and nonrepetitious testimony, considering that she had the opportunity to testify and to question six other witnesses at the hearing. HT at 3, 435. The appellant further argues that the prior administrative judge abused his discretion in denying her motions to compel discovery and for reconsideration of 3 The appellant claims that her due process rights were violated when the administrative judge denied her request for witnesses and her discovery motions. PFR File, Tab 1 at 7-8, Tab 4 at 7, 9-11. We interpret such claims as part of her abuse of discretion argument. See Markland v. Office of Personnel Management , 73 M.S.P.R. 349, 357 (1997) (finding the appellant’s contention that there is a “due process right” to discovery in a Board appeal lacks merit), aff’d, 140 F.3d 1031 (Fed. Cir. 1998).6 his denial of her motion to compel. PFR File, Tab 1 at 11. She has resubmitted on review her discovery request that is part of the record before the administrative judge. PFR File, Tab 4 at 20-29; IAF, Tab 17 at 7-16; see Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980) (stating that evidence submitted on review that was included in the record below and considered by the administrative judge is not new). We find that the administrative judge did not abuse his discretion in denying the appellant’s motion to compel because she failed to include a copy of the agency’s response to her discovery request or a definitive discussion of the deficiencies with the agency’s response. IAF, Tab 17 at 4-6, Tab 21 at 2-3; see Vaughn v. Department of the Treasury , 119 M.S.P.R. 605, ¶ 15 (2013) (holding that an administrative judge has broad discretion in ruling on discovery matters and, absent an abuse of discretion, the Board will not find reversible error in such rulings); 5 C.F.R. §§ 1201.41(b)(4) (reflecting the authority of administrative judges to rule on discovery motions), 1201.73(c)(1)(ii) (requiring a party moving to compel to provide a copy of the opposing party’s response to her discovery request or a statement that none was received); 1201.74(a) (providing that an administrative judge may deny a motion to compel discovery if a party fails to comply with the requirements of section 1201.73(c) (1)). Moreover, we find that the administrative judge did not abuse his discretion in denying the appellant’s motion for reconsideration. I-2 AF, Tab 6 at 1. In her motion for reconsideration, the appellant apparently cured the procedural deficiencies with her motion to compel by outlining her reasons for requesting additional discovery and by including the agency’s response. IAF, Tab 25 at 4-9, 12-23. Although the administrative judge did not explain why he denied her motion for reconsideration, I-2 AF, Tab 6 at 1, the appellant has not shown why the additional information she sought was relevant or reasonably calculated to lead to the discovery of admissible evidence, PFR File, Tab 1 at 7-8, 13-14, 16, Tab 4 at 6-7, 10-12.7 In addition, the appellant asserts on review that the prior administrative judge abused his discretion by not properly ruling on her proposed hearing exhibits and by not providing her with the courtesy allowed to pro se litigants regarding her pleadings and motions. PFR File, Tab 1 at 11. The appellant included proposed hearing exhibits with her prehearing submission, IAF, Tab 23 at 8-52, 55-70, and the administrative judge explained to her at the prehearing conference that he would consider her request to admit the exhibits into the record during the hearing, I-2 AF, Tab 6 at 5. He ultimately did not rule on the exhibits at the hearing because another administrative judge was assigned to the appeal; however, the new administrative judge assigned to the appeal ruled on the exhibits during the course of the hearing. I-2 AF, Tab 15; HT at 56-57 . An administrative judge has wide discretion to control the proceedings before her, including the authority to exclude evidence that she believes would be irrelevant, immaterial, or unduly repetitious. Dieter v. Department of Veterans Affairs , 2022 MSPB 32, ¶ 23; see 5 C.F.R. § 1201.41(b)(6), (8) (recognizing the authority of an administrative judge to convene and regulate the course of the hearing and to rule on exhibit lists). We find that the prior administrative judge properly exercised his discretion to delay ruling on the exhibits until the hearing. See 5 C.F.R. § 1201.41(b)(6), (8). The appellant has not alleged that her substantive rights were harmed by such delay. Moreover, even considering the appellant’s pro se status, the appellant has not identified any specific evidence that was excluded at the hearing, nor has she shown that the administrative judge abused his discretion in ruling on procedural matters. The appellant’s claim of adjudicatory bias provides no basis to disturb the initial decision. The appellant claims on review that the administrative judge previously assigned to this appeal “acted in a manner consistent with someone supporting the [a]gency as opposed to an unbiased professional.” PFR File, Tab 1 at 11. We do not find that this claim provides a basis to disturb the initial decision. The Board8 will not infer bias based on an administrative judge’s case-related rulings. Vaughn, 119 M.S.P.R. 605, ¶ 18. Moreover, the appellant’s broad allegation of bias is insufficient to rebut the presumption of the administrative judge’s honesty and integrity. See Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980). Importantly, the appellant has not alleged that the administrative judge who issued the initial decision was biased. We discern no reason to disturb the administrative judge’s credibility findings. In the initial decision, the administrative judge relied on the hearing testimony and made credibility determinations regarding the appellant, her first- and second-line supervisors, the proposing and deciding officials, and the Criminal Investigator. ID at 6, 7 n.3, 9-10, 10 nn. 6 & 8, 12-17, 20, 22. The appellant challenges the administrative judge’s credibility findings on review, arguing that she overlooked the inconsistent and false testimony presented by the agency officials. PFR File, Tab 1 at 13, 15-17, 20-21, Tab 4 at 8, 11, 15. The appellant further alleges that the administrative judge improperly relied on the Criminal Investigator’s hearsay testimony and failed to consider his bias and the inconsistency between his and the first-line supervisor’s testimony before the AIB. PFR File, Tab 1 at 10-11, 13, 16, 18, 21, Tab 4 at 14. After reviewing the record and considering the appellant’s arguments on review, we discern no reason to disturb the administrative judge’s thorough and well-supported credibility findings.4 See Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-06 (1997). The administrative judge properly applied the relevant Hillen factors in making credibility determinations. ID at 9-11; see Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987) (identifying the factors an administrative judge should consider when making credibility determinations). Furthermore, the appellant’s allegations of bias, inconsistent 4 When, as here, an administrative judge has heard live testimony, her credibility determinations must be deemed to be at least implicitly based upon the demeanor of the witnesses. Little v. Department of Transportation , 112 M.S.P.R. 224, ¶ 4 (2009).9 statements, and false testimony are insufficient to raise doubt as to the truthfulness of the witnesses’ assertions of material facts. The Board must defer to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on observing the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002); see also Hillen, 35 M.S.P.R. at 459 (explaining that inconsistencies between a witness’s prior statements and hearing testimony do not necessarily render his or her testimony incredible). Moreover, the administrative judge properly considered the factors set forth in Borninkhof v. Department of Justice , 5 M.S.P.R. 77, 87 (1981), in finding that the Criminal Investigator’s hearing testimony was reliable and probative hearsay evidence. ID at 10 n.6. We discern no reason to disturb the administrative judge’s finding that the agency proved the lack of candor charge. The appellant generally asserts on review that the agency did not prove its lack of candor charge. PFR File, Tab 1 at 24. For the reasons described in the initial decision, we agree with the administrative judge’s finding that the agency proved the lack of candor charge by a preponderance of the evidence. ID at 8-12; see Fargnoli v. Department of Commerce , 123 M.S.P.R. 330, ¶ 17 (2016) (holding that lack of candor requires proof of the following elements: (1) that the employee gave incorrect or incomplete information; and (2) that he did so knowingly). The appellant reasserts on review her argument that the agency should have to prove the charges of defamation and falsification. PFR File, Tab 1 at 12, 22, Tab 4 at 7-9; IAF, Tab 23 at 6. If an agency chooses to label an act of alleged misconduct, then it must prove the elements that make up the legal definition of the charge, if there are any. Otero v. U.S. Postal Service , 73 M.S.P.R. 198, 202 (1997). Here, the agency only charged the appellant with lack of candor, which10 has specific elements that make up the legal definition of the charge. IAF, Tab 10 at 21; see Fargnoli, 123 M.S.P.R. 330, ¶ 17 . The appellant’s reference to Bonanova v. Department of Education , 49 M.S.P.R. 294, 296-98 (1991), is inapposite. As relevant to the facts in the instant appeal, the agency in Bonanova charged the employee with “[m]aking false and unfounded statements, which [were] slanderous, and defamatory, about an agency official.” 49 M.S.P.R. at 294, 298. Therefore, the Board found that the administrative judge erred in finding that the agency proved the charge because the alleged statements were false or unfounded without addressing if they were slanderous and defamatory. Id. at 296-98. Here, the agency charged the appellant simply with lack of candor. PFR File, Tab 1 at 12, Tab 4 at 7-8. Thus, we agree with the administrative judge that the agency has the burden of proving the elements of a lack of candor charge and not any other charge. ID at 8 n.5. Lastly, the appellant’s reassertion of her argument regarding qualified privilege (as a defense to a charge of defamation) is not relevant to the agency’s lack of candor charge. PFR File, Tab 1 at 23-24, Tab 4 at 17; IAF, Tab 23 at 6. Thus, we decline to consider that argument further. We discern no reason to disturb the administrative judge’s finding that the appellant has failed to prove the affirmative defenses of status-based disability and race discrimination and EEO reprisal. The appellant generally reasserts on review the affirmative defenses of status-based disability discrimination based on disparate treatment, race discrimination, and EEO reprisal. PFR File, Tab 1 at 14-16, 18, 25, Tab 4 at 7-9, 15-16. For the reasons discussed in the initial decision, we agree with the administrative judge’s finding that the appellant failed to prove these affirmative defenses. ID at 13-17. To the extent the appellant disputes the administrative judge’s denial of her proposed exhibit regarding a proposed counseling, we agree with the administrative judge’s reasoning that the document is not relevant to the11 appeal. PFR File, Tab 1 at 15-16; ID at 14 n.10; HT at 67-68; IAF, Tab 23 at 21-22. We remand the appeal to afford the appellant an opportunity to address her affirmative defenses of disability discrimination based on the agency’s failure to provide a reasonable accommodation and violation of her due process rights or harmful procedural error. On review, the appellant reasserts her argument that the agency improperly denied her reasonable accommodation request to telework and failed to engage in the interactive process by failing to respond to her accommodation request.5 PFR File, Tab 1 at 18, Tab 4 at 16; I-2 AF, Tab 7 at 4; IAF, Tab 23 at 6. Specifically, she alleges that she requested an accommodation to telework, that the agency did not respond to her request, and that if she had been teleworking on the date of the incident underlying her removal, the misconduct never would have occurred. PFR File, Tab 1 at 18. The appellant also argues on review that the agency violated her due process rights and committed harmful procedural error when the AIB allegedly failed to follow its own procedures for conducting administrative investigations set forth in the Department of Veterans Affairs (VA) Handbook 0700, Administrative Investigations (July 31, 2002).6 Id. at 7-11, Tab 4 at 5-7, 10-14. Specifically, she alleges that the AIB erroneously relied on the testimony of agency officials without considering credibility issues or obtaining supporting evidence. Id. During the course of the proceeding below, the administrative judge originally assigned to the appeal determined that the appellant had not raised a disability discrimination claim based on failure to accommodate. I-2 AF, Tab 6 at 3-4 n. 2; HT at 334-35. Nevertheless, in her initial decision, the new administrative judge addressed the failure-to-accommodate claim in the context 5 At the hearing, the agency stipulated that the appellant had requested a reasonable accommodation for her medical condition. HT at 329. 6 On occasion, the appellant refers to the AIB as the “Board.” PFR File, Tab 1 at 9-10, Tab 4 at 12-14. For clarity and consistency, we refer to it here as the AIB. 12 of analyzing the affirmative defense of status-based discrimination based on disparate treatment and found that the appellant failed to establish her claim. ID at 13-14. The administrative judge did not address the affirmative defense of a violation of due process rights and harmful procedural error in the initial decision. Based on the circumstances in this case, we find that the appellant raised and did not abandon these defenses and we remand the appeal to afford the appellant an opportunity to fully address these affirmative defenses. The appellant raised affirmative defenses of disability discrimination based on failure to provide a reasonable accommodation and due process violation or harmful procedural error, entitling her to notice of her burden to prove these claims. When an appellant raises an affirmative defense, the administrative judge must address the affirmative defense in a close of record order or prehearing conference summary. Thurman v. U.S. Postal Service , 2022 MSPB 21, ¶¶ 10, 17 n.7. The appellant must be provided with notice of her burden to prove her claims. Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶ 17 (2015). Although in the appellant’s initial appeal she only raised affirmative defenses of disability and race discrimination and whistleblower reprisal, she subsequently submitted prehearing submissions in which she generally alleged that the agency improperly denied her accommodation request and violated her due process rights. IAF, Tab 23 at 6. The administrative judge previously assigned to the appeal did not issue an affirmative defense order notifying the appellant of the standard for establishing her defenses. Consequently, the appellant did not provide any additional information about her medical condition or offer any explanation of how the agency’s removal decision was based on the agency’s failure to accommodate. Similarly, she did not explain the errors the agency made in the AIB investigation and how it was harmful to her rights. In the order and summary of the prehearing teleconference, the administrative judge did not add the due process or harmful error claims, but he noted that during the teleconference the appellant confirmed that she was not13 raising a disability discrimination claim based on the failure to accommodate. I-2 AF, Tab 6 at 2-3 n. 2. The appellant timely objected to that order and stated that she intended to continue to pursue a disability discrimination claim based on the failure to accommodate; however, she did not object to the exclusion of the claim of a due process violation or harmful procedural error. I-2 AF, Tab 6 at 4. The appeal was then reassigned to a new administrative judge. I-2 AF, Tab 15. During the hearing, in response to the agency’s objections to the appellant’s attempts to develop the record on the failure to accommodate claim, the new administrative judge assigned to the appeal agreed that this affirmative defense had not been raised (or that it had been withdrawn), acknowledged that the appellant had not been provided the standard for establishing the affirmative defense, and therefore, she did not permit the appellant to fully develop the record on this issue. HT at 334-35, 342 -43. In addition, the new administrative judge did not acknowledge the appellant’s due process or harmful procedural error claim, and did not provide notice to the appellant regarding how to prove this claim. Based on the above information, we find that the appellant raised and attempted to pursue affirmative defenses of disability discrimination based on the agency’s failure to accommodate and a due process violation or harmful procedural error.7 See Turner v. Department of Veterans Affairs , 94 M.S.P.R. 381, ¶¶ 3, 7 (2003) (agreeing with an administrative judge’s determination that a pro se appellant raised an affirmative defense of disability discrimination when he challenged his removal and alleged that he had medical conditions, was seeking treatment, and that the agency did not offer to help him); Melnick v. Department 7 Although the pro se appellant framed her claim as a due process violation, she alleges that the agency failed to follow its own procedures in conducting investigations, which generally constitutes a harmful procedural error claim. See Stephen v. Department of the Air Force, 47 M.S.P.R. 672, 683-85 (1991) (explaining that a failure to comply with constitutional due process requirements necessitates reversal of an agency action, while and agency’s failure to comply with statutory or regulatory procedures is analyzed as a potentially harmful error). On remand, the administrative judge should provide the appellant notice of both defenses and provide her with an opportunity to clarify and prove her claim or claims. 14 of Housing and Urban Development , 42 M.S.P.R. 93, 97 (1989) (recognizing that pleadings, particularly those filed by pro se appellants, are to be liberally construed), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table). At no point during the proceeding below or in the initial decision did the administrative judges notify the appellant of her burden of proof to establish these affirmative defenses. IAF, Tabs 2, 15; I-2 AF, Tabs 6, 12. Moreover, the agency did not provide these notices to the appellant in its response. IAF, Tab 10; see Parker v. Department of Housing and Urban Development , 106 M.S.P.R. 329, ¶¶ 7-8 (2007) (stating that an administrative judge’s failure to provide an appellant with specific notice of his jurisdictional burden can be cured if the agency’s pleadings or the initial decision contain the required notice). The appellant did not waive or abandon her failure to accommodate and due process or harmful procedural error affirmative defenses. In determining whether an appellant has waived or abandoned a previously raised affirmative defense claim, the Board will consider the following nonexhaustive factors: (1) the thoroughness and clarity with which the appellant raised an affirmative defense; (2) the degree to which the appellant continued to pursue the affirmative defense in the proceedings below after initially raising it; (3) whether the appellant objected to a summary of the issues to be decided that failed to include the potential affirmative defense when specifically afforded an opportunity to object and the consequences of the failure were made clear; (4) whether the appellant raised the affirmative defense or the administrative judge’s processing of the affirmative defense claim in the petition for review; (5) whether the appellant was represented during the course of the appeal before the administrative judge and on petition for review, and if not, the level of knowledge of Board proceedings possessed by the appellant; and (6) the likelihood that the presumptive abandonment of the affirmative defense was the product of confusion, or misleading or incorrect information provided by the agency or the Board. Thurman, 2022 MSPB 21, ¶ 18. 15 As established above, we find that there is sufficient information in the record to show that the appellant clearly raised and attempted to pursue affirmative defenses of disability discrimination and a due process violation or harmful procedural error. Moreover, the appellant objected to the prehearing teleconference order omitting at least the failure to accommodate affirmative defense from the issues to be decided and continued to pursue these defenses on petition for review. Even if the appellant did not object to the omission of her procedural defenses in the prehearing conference order, we find that consideration outweighed by the fact that the appellant was pro se and not provided notice of how to establish her claims. Thus, we find that a remand is necessary to provide the appellant notice of her burden and an opportunity to address her affirmative defenses of disability discrimination based on the agency’s failure to provide a reasonable accommodation and due process or harmful procedural error.8 See Thurman, 2022 MSPB 21, ¶ 17 n.7. Remand is also necessary for the administrative judge to further adjudicate the appellant’s claim of whistleblower reprisal. On review, the appellant challenges the administrative judge’s finding that the appellant failed to establish her affirmative defense of whistleblower reprisal. ID at 19-20; PFR File, Tab 1 at 19, Tab 4 at 16. In finding that the appellant failed to establish a prima facie case of whistleblower retaliation, the administrative judge only considered the alleged disclosures and activities in the appellant’s OSC complaint; however, she did not consider the remaining disclosures and activities contained in OSC’s close-out letter, which the appellant 8 On review, the appellant has submitted the Handbook 0700 and VA Handbook 5975.1, Processing Requests for Reasonable Accommodation from Employees and Applicants with Disabilities (Nov. 27, 2013). PFR File, Tab 1 at 26-148. In light of our decision to grant the appellant’s petition for review and remand her potential harmful error and failure to accommodate claims for further consideration, we need not consider these handbooks here. On remand, the appellant may resubmit this documentation in accordance with the administrative judge’s orders. 16 submitted with her prehearing submissions. ID at 18-19; IAF, Tab 23 at 15-16. The administrative judge did not require the appellant to specifically identify the disclosures and activities that she claimed formed the basis of her whistleblower reprisal defense, nor did she narrow the scope of the disclosures/activities before her. Therefore, we assume the appellant intended to raise all the disclosures and activities she raised to OSC and we remand the appeal for the administrative judge to consider the remainder of the appellant’s alleged protected disclosures and activities and make findings of fact and credibility determinations in accordance with this order. IAF, Tab 23 at 15-16. To prevail on an affirmative defense of reprisal for making a disclosure under 5 U.S.C. § 2302(b)(8) or engaging in an activity under section 2302 (b)(9) (A)(i), (B), (C), or (D), the appellant must prove by preponderant evidence that her disclosure or activity was protected under these provisions and that it was a contributing factor in the adverse action. Alarid, 122 M.S.P.R. 600, ¶¶ 12-13; Shibuya v. Department of Agriculture , 119 M.S.P.R. 537, ¶ 19 (2013). If she does so, then the burden of persuasion shifts to the agency to prove by clear and convincing evidence that it would have taken the same action in the absence of the appellant’s protected disclosures and activity. 5 U.S.C. § 1221(e)(2); Shannon v. Department of Veterans Affairs , 121 M.S.P.R. 221, ¶ 24 (2014). The appellant proved by preponderant evidence that she engaged in protected activities under 5 U.S.C. § 2302(b)(9). Here, the appellant identifies the following protected activities that she alleged contributed to her removal: (1) on an unspecified date, she filed an OSC complaint in which she alleged that the agency was “under reporting crimes at its facilities,” in violation of the law, IAF, Tab 1 at 186; (4) on or about September or October 2014, she filed a complaint with the OIG and the OSP that various NCA emergency plans were inadequate, HT at 34-38; IAF, Tab 23 at 15; (5) on an unspecified date, she filed an OIG complaint, in which she alleged that her reassignment/detail was an “unnecessary duplication of effort,” IAF, Tab 2317 at 15; 0107-W-1 IAF, Tab 5 at 7-16; and (9) on an unspecified date after the April 6, 2015 proposed removal, she filed the underlying OSC complaint (MA -15- 3632), IAF, Tab 1 at 186-89.9 Under 5 U.S.C. § 2302(b)(9)(C), it is a prohibited personnel practice to take an action against an employee because that employee “disclos[ed] information to the Inspector General . . . of an agency, or the Special Counsel, in accordance with applicable provisions of law.” The administrative judge incorrectly found that the appellant did not engage in protected activity under 5 U.S.C. § 2302(b)(9) with respect to her first OSC and OIG complaint. ID at 19. She did not address the undated OIG complaint and the underlying OSC complaint (MA -15-3632). We find that the appellant engaged in protected activity under 5 U.S.C. § 2302(b)(9) with respect to her OIG and OSC complaints. See Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 62 (clarifying that, under 5 U.S.C. § 2302(b)(9)(C), any disclosure of information to OSC or an OIG is protected, regardless of the content). Accordingly, we find that the appellant proved by a preponderance of the evidence that she engaged in protected activity under 5 U.S.C. § 2302(b)(9) in connection with her first OSC complaint, her undated OIG complaint, her September or October 2014 OIG complaint, and the underlying 2015 OSC complaint (MA-15-3632). The appellant did not prove by preponderant evidence that she made protected disclosures under 5 U.S.C. § 2302(b)(8) with respect to disclosures (2) and (6). The appellant alleges the following disclosures contributed to her removal: (2) in August or September 2014, she reported to a “cemetery director” that cemeteries had stockpiled enough pesticides and fertilizer to make explosive devices, IAF, Tab 1 at 186, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5; (3) on September 3, 2014, she emailed the NCA Executive Director and the NCA 9 For the sake of clarity, we will continue to use the numbering we assigned to the appellant’s disclosures and activities earlier in this decision. See supra.18 Deputy Undersecretary for Management that the agency’s contingency plans were outdated and not in compliance with the Federal Continuity Directive and department directives, IAF, Tab 1 at 95, Tab 23 at 15; (6) in November 2014, she filed a complaint with the OSLE alleging that her direct supervisor, the NCA Program Manager, hit her during a meeting on October 21, 2014 and that she regularly hit her, IAF, Tab 28 at 108-09, Tab 23 at 15; (7) on an unspecified date, she disclosed that her third-level supervisor, the NCA Deputy Undersecretary for Management, violated HIPAA and lied during an AIB investigation by characterizing her as a bad performer and stating that she was on a PIP, IAF, Tab 1 at 188, Tab 23 at 15; (8) in September 2014 or February 2015, she informed the VA Secretary that senior managers lacked candor and engaged in racially discriminatory hiring and disciplinary actions, IAF, Tab 1 at 188, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5; and (10) in December 2014, she complained to OPM of gross mismanagement, including that the NCA Executive Director falsified an official Government document by certifying on the appellant’s SF-50 that the position she was reassigned or detailed to was “necessary to carryout Government business,” when the appellant was “double slotted” with another employee and assigned duties that were being accomplished by OHRM, IAF, Tab 1 at 186-87; 0107-W-1 IAF, Tab 5 at 4-5. A protected disclosure is one that an appellant reasonably believes evidences any violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8); Mudd v. Department of Veterans Affairs, 120 M.S.P.R. 365, ¶ 5 & n.3 (2013). The proper test for determining whether an employee had a reasonable belief that her disclosures were protected is whether a disinterested observer in her position with knowledge of the essential facts known to, and readily ascertainable by, the employee could reasonably conclude that the actions evidenced any of the conditions set forth in 5 U.S.C. § 2302(b)(8). Mudd, 120 M.S.P.R. 365, ¶¶ 5, 8. 19 With respect to alleged disclosure (2), the August or September 2014 disclosure, the administrative judge found that the appellant failed to allege sufficiently specific facts concerning the contents of her alleged disclosure. ID at 19. We agree. Disclosures must be specific and detailed, not vague allegations of wrongdoing. Linder v. Department of Justice , 122 M.S.P.R. 14, ¶ 14 (2014); Rzucidlo v. Department of the Army , 101 M.S.P.R. 616, ¶ 13 (2006) (explaining that a protected disclosure must be specific and detailed, not vague allegations of wrongdoing regarding broad or imprecise matters). Having reviewed the record and the appellant’s general allegation about cemeteries stockpiling materials to make explosive devices, we discern no reason to disturb the administrative judge’s finding that the appellant’s non-specific allegation of wrongdoing does not meet this standard. IAF, Tab 1 at 186, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5. For instance, the appellant did not identify which cemeteries were involved or to which cemetery director she reported the issue, and she did not explain why she believed the cemeteries were improperly storing pesticides and fertilizer. IAF, Tab 1 at 186, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 5; see Francis v. Department of the Air Force, 120 M.S.P.R. 138, ¶ 11 (2013) (finding that an appellant failed to nonfrivolously allege she made a protected disclosure when the agency’s alleged violation of pertinent training rules or gross mismanagement were nonspecific and poorly explained). With respect to alleged disclosure (6), the appellant’s November 2014 complaint to OSLE that her supervisor regularly hit her, including in October 2014, the administrative judge did not consider the appellant’s claim that this constituted a protected disclosure or activity. IAF, Tab 28 at 108-09, Tab 23 at 15. Nevertheless, as mentioned above, we decline to disturb the administrative judge’s well-reasoned credibility-based finding that the appellant’s supervisor did not hit her and therefore, that the appellant lacked candor with respect to her allegations in this complaint. ID at 9-12. Therefore, we find that a disinterested20 observer could not reasonably conclude that the appellant’s supervisor’s actions evidence a substantial and specific danger, or any of the conditions set forth in 5 U.S.C. § 2302(b)(8).10 Remand is necessary for the administrative judge to make findings as to whether the appellant had a reasonable belief that she was reporting wrongdoing under 5 U.S.C. § 2302(b)(8) with respect to alleged disclosures (3), (7), (8), and (10). With respect to disclosure (3), the appellant alleged that on September 3, 2014, she complained to the NCA Executive Director and the NCA Deputy Undersecretary for Management that the agency’s contingency plans were outdated and not in compliance with the Federal Continuity Directive and department directives. IAF, Tab 1 at 95, Tab 23 at 15. Specifically, the appellant submitted an email stating that the 2013 plans were no longer “current” in 2014, but that she did not actually review them. IAF, Tab 1 at 95. The administrative judge did not address this alleged protected disclosure in her initial decision. ID at 19. On remand, the administrative judge must make a finding in the first instance as to whether the appellant established that she disclosed a wrongdoing set forth in 5 U.S.C. § 2302(b)(8) with respect to this complaint. Next, we consider the appellant’s alleged protected disclosure (7), that on an unspecified date she disclosed that her third-level supervisor, the NCA Deputy Undersecretary for Management, violated HIPAA and lied during an AIB investigation by characterizing her as a bad performer and stating that she was on 10 Prior to December 12, 2017, 5 U.S.C. § 2302(b)(9)(C) included as protected activity “cooperating with or disclosing information to the Inspector General of an agency, or the Special Counsel, in accordance with applicable provisions of law.” Edwards v. Department of Labor , 2022 MSPB 9, ¶ 29. Section 1097(c)(1) of the National Defense Authorization Act of 2018 (NDAA) amended 5 U.S.C. § 2302(b)(9)(C) to provide that, in addition to the Inspector General of an agency or the Special Counsel, a disclosure to “any other component responsible for internal investigation or review” is also protected. Edwards, 2022 MSPB 9, ¶ 29. In Edwards, the Board found that this amendment is not retroactive. Id., ¶¶ 30-33. Thus, because all of the relevant events in this matter, up to and including the appellant’s 2015 removal, occurred prior to the 2018 NDAA’s enactment, we need not consider whether her 2014 OSLE and OPM complaints could constitute protected activity under 5 U.S.C. § 2302(b)(9)(C). 21 a PIP. IAF, Tab 1 at 188, Tab 23 at 15. The administrative judge did not address this disclosure in full and instead only found that the appellant’s allegation regarding the NCA Deputy Undersecretary for Management lying during the AIB investigation lacked specificity. ID at 19. The appellant has not provided any specific information in the record regarding how her management violated HIPAA. However, as for the allegedly false statements in the AIB investigation, the appellant stated that she believed her third-level supervisor lied when he indicated that the appellant was on a PIP and was a threat to other employees, and that employees were feeling threatened by the appellant’s behavior. IAF, Tab 1 at 188-89. As to the false statement regarding the PIP, the administrative judge found that the appellant’s third-level supervisor credibly testified that he was mistaken when he stated in the AIB investigation that the appellant had been placed on a PIP and found the misstatement was not intentional; however, she did not otherwise make a finding about whether the appellant reasonably believed that her third-level supervisor was lying about the PIP at the time she made the complaint. ID at 7 n.3. Similarly, the administrative judge did not make a finding as to the reasonableness of the appellant’s belief that her third-level supervisor lied when he stated that the appellant was a threat to other employees and that employees were feeling threatened by the appellant’s behavior. Accordingly, on remand the administrative judge should make findings as to whether the appellant established that she reported any of the conditions set forth in 5 U.S.C. § 2302(b)(8) with respect to alleged protected disclosure (7). Next, we turn to the appellant’s alleged protected disclosures (8) and (10), which include her September 2014, December 2014, and February 2015 disclosures to the VA Secretary and OPM of her manager’s alleged false statements or lack of candor. IAF, Tab 1 at 186-88, Tab 23 at 15; 0107-W-1 IAF, Tab 5 at 4-5. The appellant does not submit copies of these disclosures in the record. Also, when referring to her September 2014 or February 2015 disclosure,22 the appellant does not specify how her management lacked candor. Id. However, it appears that the appellant is referring to her claim that her managers lacked candor or made a false statement when signing her SF-50 certifying that her reassignment or detail was necessary. Id. The appellant alleges that the reassignment or detail was not necessary because the position she was reassigned to was “double slotted” and being performed by another employee and OHRM, while her emergency preparedness position was left unoccupied in violation of the Federal Continuity Directives requiring that an emergency planner be assigned. IAF, Tab 1 at 186-87. The appellant also specified that in her detail role she had taken on responsibilities that were previously assigned to another employee who did not complete them, such as writing the policy for “VA PAS,” the “WIN” program, and “WorkLife4You.” Id. at 74. She alleged that these assignments did not constitute “significant responsibilities,” and therefore, again disclosed that her managers lacked candor when they certified her job was necessary. Id. She claims that this assignment was also improper because it “jeopardized” her career and she was “no longer able to grow and gain knowledge.” IAF, Tab 1 at 187. The administrative judge generally found that the appellant failed to establish that she made a protected disclosure because she did not provide sufficiently specific information concerning her allegations. ID at 19. However, she did not make any factual or credibility findings with respect to the appellant’s allegations regarding her supervisor’s alleged false statements and lack of candor. For instance, as to the appellant’s claim that her former emergency preparedness position was left unoccupied in violation of directives, the appellant submitted a copy of the continuity directive, which requires the agency to designate an individual such as an emergency coordinator to represent the agency in the continuity program and establish emergency communications. IAF, Tab 23 at 36. Although the appellant’s third-level supervisor testified that the appellant’s emergency preparedness duties were transferred to another emergency planner,23 there is no evidence, nor did the administrative judge make any findings, as to whether those duties were transferred before or after the appellant’s disclosure to determine the reasonableness of the appellant’s belief at the time she made it. HT at 72. Accordingly, on remand, the administrative judge should make findings as to whether the appellant established that she reported any of the conditions set forth in 5 U.S.C. § 2302(b)(8) with respect to alleged protected disclosures (8) and (10).11 On remand, the administrative judge must make a finding as to whether the appellant established that her remaining protected disclosures and activities were a contributing factor in her removal. An appellant’s protected activity is a contributing factor if it in any way affects an agency’s decision to take, or fail to take, a personnel action. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way an appellant may establish the contributing factor criterion is the knowledge/timing test, under which she submits evidence showing that the official taking the personnel action 11 As part of her September 2014 or February 2015 disclosure, the appellant alleged that she also informed the VA Secretary that her managers engaged in racially discriminatory hiring and disciplinary actions. IAF, Tab 1 at 188, Tab 23 at 15. She claimed her reassignment was part of a larger scheme whereby the agency improperly divided its employees up into “groups of white and black employees,” with the latter slotted into positions with no growth potential and labeled the “problem group.” IAF, Tab 1 at 186. The administrative judge found that the appellant failed to establish that she made a protected disclosure with respect to her claims of race discrimination. ID at 19. We discern no reason to disturb this finding. As the administrative judge properly found, the law is well settled that disclosures pertaining to race discrimination and retaliation for EEO activity are not protected activity under whistleblower reprisal statutes. ID at 19; Edwards, 2022 MSPB 9, ¶¶ 10-25 (holding that the Board generally lacks jurisdiction to consider allegations of reprisal for an appellant’s own Title VII disclosures and complaints in the context of an IRA appeal), aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023); see McCray v. Department of the Army , 2023 MSPB 10, ¶¶ 20-30 (holding that the Board generally lacks jurisdiction to consider allegations of reprisal for an appellant’s own Rehabilitation Act disclosures and complaints in the context of an IRA appeal). Thus, on remand, the administrative judge may adopt her finding that the portion of the appellant’s September 2014 or February 2015 disclosure regarding race discrimination and reprisal for EEO activity is not protected whistleblowing. 24 knew of the disclosure or activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or activity was a contributing factor in the personnel action. Pridgen, 2022 MSPB 31, ¶ 63. The Board has held that a personnel action taken within approximately 1 to 2 years of an appellant’s disclosures or activity satisfies the timing portion of the knowledge/timing test. Id. The Board has held that if an administrative judge determines that an appellant has failed to satisfy the knowledge/timing test, she shall consider other evidence, such as evidence pertaining to the strength or weakness of the agency’s reasons for taking the personnel action, whether the whistleblowing was personally directed towards the officials taking the action, or whether these individuals had a desire or motive to retaliate against the appellant. Dorney, 117 M.S.P.R. 480, ¶ 15. The administrative judge found that the appellant failed to address whether the proposing and deciding officials had knowledge of her alleged protected activity. ID at 19. However, she did not consider evidence other than knowledge and timing evidence. In fact, she made no finding as to whether the appellant established that her protected disclosures and activities were a contributing factor in her removal. On remand, the administrative judge should consider whether any of the appellant’s remaining protected disclosure and activities were a contributing factor in her removal, including her first OSC complaint, her undated OIG complaint, her September or October 2014 OIG complaint, the underlying 2015 OSC complaint (MA-15-3632), and disclosures (3), (7), (8), and (10) to the extent the administrative judge determines they constitute protected disclosures. Lastly, we vacate the administrative judge’s alternate finding that the agency proved by clear and convincing evidence that it would have removed the appellant absent her protected activity. ID at 19-20; see Clarke v. Department of Veterans Affairs , 121 M.S.P.R. 154, ¶ 19 n.10 (2014) (noting that, under the Whistleblower Protection Enhancement Act of 2012, the Board may not proceed to the clear and convincing evidence test unless it first has made a finding that the25 appellant established his prima facie case), aff’d per curiam , 623 F. App’x 1016 (Fed. Cir. 2015).12 On remand, if the administrative judge determines that the appellant met her burden to establish that her protected disclosures or activities were a contributing factor in her removal, she must reevaluate whether the agency proved by clear and convincing evidence that it would have removed the appellant even absent her protected disclosures or activities.13 ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication of the appellant’s affirmative defenses in accordance with this Remand Order. Because the appellant’s alleged protected disclosures and activities in this appeal overlap with those in the 0107 -W-1 Appeal, which we are remanding in a separate order, on remand the Washington Regional Office may wish to join the appeals. In her remand initial decision, the administrative judge may adopt her prior findings that the agency proved its lack of candor charge and nexus and that the appellant failed to meet her burden of proving race and status-based disability discrimination and reprisal for EEO activity. The administrative judge should determine on remand whether any additional evidence developed, or findings made on remand affect her penalty 12 In Delgado v. Merit Systems Protection Board , 880 F.3d 913 (7th Cir.), as amended on denial of reh’g and reh’g en banc (7th Cir. 2018), the U.S. Court of Appeals for the Seventh Circuit disagreed with Clarke on other grounds. 13 The administrative judge found nexus between the sustained misconduct and the efficiency of the service. ID at 20-21; see Ludlum v. Department of Justice , 87 M.S.P.R. 56, ¶ 28 (2000) (finding nexus when the appellant’s lack of candor affected the employer-employee relationship, and thus, impacted the efficiency of the service), aff’d, 278 F.3d 1280 (Fed. Cir. 2002). The appellant does not dispute, and we discern no reason to disturb, this finding.26 analysis. If she determines that new penalty findings are not needed, the administrative judge may adopt her prior findings regarding penalty. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.27
Mosteller_JulietteDC-0752-15-0865-I-2__Remand_Order.pdf
2024-05-15
JULIETTE MOSTELLER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DC-0752-15-0865-I-2, May 15, 2024
DC-0752-15-0865-I-2
NP
1,461
https://www.mspb.gov/decisions/nonprecedential/Kassner_JulianAT-1221-18-0276-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JULIAN KASSNER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-18-0276-W-1 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Julian Kassner , Longwood, Florida, pro se. Karen L. Mulcahy , Bay Pines, Florida, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND this matter to the Atlanta Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND On February 21, 2018, the appellant, a former Chief Physician with the agency’s Central Alabama Veterans Health Care System (CAVHCS), filed an IRA appeal with the Board. Initial Appeal File (IAF), Tab 1, Tab 6 at 43. With his initial submission, the appellant provided a December 18, 2017 close-out letter from the Office of Special Counsel (OSC). IAF, Tab 1 at 61-62. In this letter, OSC explained that it was closing its investigation into the appellant’s allegations that the agency had taken a series of retaliatory actions against him, to include ultimately removing him from his position, as a result of several protected disclosures and activities. Id. The appellant requested a hearing on the matter. Id. at 2. The administrative judge issued an order informing the appellant of the applicable jurisdictional burden for IRA appeals and ordering him to, among other things, list the protected disclosures and activities that he was raising before the Board, provide the dates on which he made the disclosures or engaged in the activities, and identify the actions that the agency took, failed to take, or threatened to take as a result of the disclosures/activities. IAF, Tab 3 at 1-8. In response, the appellant submitted over 2,700 pages of documents. IAF, Tab 4 at 1. The administrative judge rejected the appellant’s jurisdictional response in its entirety, and he provided a date by which the appellant could submit a revised response. Id. at 1-2. The appellant thereafter submitted four responsive filings totaling over 200 pages. IAF, Tabs 6-9. The agency replied to the appellant’s submissions. IAF, Tab 10. The administrative judge issued an initial decision dismissing the matter for lack of jurisdiction. IAF, Tab 11, Initial Decision (ID) at 1, 13. In so doing, the administrative judge found that the appellant had “partially exhausted” his administrative remedies with OSC. ID at 3. He thereafter identified nine disclosures raised by the appellant, ID at 6-9, but concluded that the appellant had failed to make a nonfrivolous allegation that he had made a protected disclosure2 under 5 U.S.C. § 2302(b)(8) or engaged in protected activity, ID at 12-13.2 In so concluding, the administrative judge described the appellant’s filings as “voluminous and labyrinthine,” and reasoned that all of the identified disclosures were “particular to [the appellant]” and related to his “own perceived mistreatment by the agency.” ID at 9-10. He also reasoned that the Whistleblower Protection Act was “intended to protect a government employee who risks his own personal job security for the advancement of the public good by disclosing abuses by government personnel”; however, no such altruism was perceptible from the appellant’s disclosures. ID at 10 (emphasis in original). He also found that the appellant’s “generalized claims” amounted to mere pro forma allegations and, accordingly, were insufficient to satisfy the nonfrivolous allegation standard. ID at 11. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. The agency has not filed a response. In his petition, the appellant challenges the administrative judge’s conclusion that he failed to establish Board jurisdiction over the matter; specifically, he argues that the administrative judge: (1) erred in finding that he had only “partially exhausted” his administrative remedies with OSC; (2) improperly considered his motives; (3) failed to consider all of his alleged disclosures; and (4) erred in analyzing the nine disclosures addressed in the initial decision. Id. at 4-17. ANALYSIS To establish jurisdiction in a typical IRA appeal, an appellant must prove by preponderant evidence3 that he exhausted his administrative remedies before OSC and make nonfrivolous allegations of the following: (1) he made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in a protected 2 Because the administrative judge so found, he did not address the contributing factor or personnel action jurisdictional criteria. 3 Preponderant evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q).3 activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a). Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶¶ 11, 14. A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s); see Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020) (“[W]hen evaluating the Board’s jurisdiction over a whistleblower action, the question of whether the appellant has non-frivolously alleged protected disclosures that contributed to a personnel action must be determined based on whether the [appellant] alleged sufficient factual matter, accepted as true, to state a claim that is plausible on its face.”). Generally, the Board will consider an allegation nonfrivolous when, under oath or penalty of perjury, an individual makes an allegation that is more than conclusory, plausible on its face, and material to the legal issues in the appeal. 5 C.F.R. § 1201.4(s). Any doubt or ambiguity as to whether the appellant made nonfrivolous jurisdictional allegations should be resolved in favor of finding jurisdiction. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 6. The appellant exhausted his administrative remedies with OSC. The appellant argues that the administrative judge erred in concluding that he only partially exhausted his administrative remedies. PFR File, Tab 1 at 8; ID at 3. To this end, he avers that the administrative judge (1) failed to explain his conclusion regarding partial exhaustion and (2) acknowledged that the appellant had, in fact, fully exhausted his administrative remedies. PFR File, Tab 1 at 8. We agree that the administrative judge’s conclusion regarding exhaustion was unclear, and we find that the appellant exhausted his administrative remedies with OSC. Under 5 U.S.C. § 1214(a)(3), an employee is required to “seek corrective action from [OSC] before seeking corrective action from the Board” through an IRA appeal. The substantive requirements of exhaustion are met when4 an appellant has provided OSC with a sufficient basis to pursue an investigation. Chambers, 2022 MSPB 8, ¶ 10. An appellant may demonstrate exhaustion through his initial OSC complaint, correspondence with OSC, or other sufficiently reliable evidence, such as an affidavit or declaration attesting that the appellant raised with OSC the substance of the facts in the Board appeal. Id., ¶ 11. Here, in addition to OSC’s close-out letter, IAF, Tab 1 at 61-62, the appellant provided the Board with a copy of both his OSC complaint and correspondence that he submitted to OSC, id. at 25-60. These filings contain sufficient allegations regarding the claims discussed herein such that we find that the appellant provided OSC with a sufficient basis to pursue an investigation into the same. See Chambers, 2022 MSPB 8, ¶¶ 10-11. Accordingly, we find that the appellant has met his burden of proving by preponderant evidence that he exhausted his administrative remedies with OSC. The administrative judge improperly considered the appellant’s motives in his analysis of the alleged disclosures. The appellant challenges the administrative judge’s conclusion that, because his disclosures sought to correct his own perceived mistreatment by agency personnel, they could not constitute protected disclosures under the statute. PFR File, Tab 1 at 8-10; ID at 10. We agree that, in analyzing the alleged disclosures, the administrative judge improperly considered the appellant’s motives. A protected disclosure is one that an appellant reasonably believes evidences any violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b)(8); Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 5 & n.3 (2013). The proper test for determining whether an appellant had a reasonable belief that his disclosures were protected is whether a disinterested observer with knowledge of the5 essential facts known to and readily ascertainable by the appellant could reasonably conclude that the actions evidenced any of the conditions set forth in 5 U.S.C. § 2302(b)(8). Mudd, 120 M.S.P.R. 365, ¶ 5. Although an appellant’s motive in making a disclosure may be relevant to the determination of a reasonable belief, a disclosure is not excluded from protection based on the appellant’s motive in making it. Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶ 20 (2015); see 5 U.S.C. § 2302(f)(1)(C) (“A disclosure shall not be excluded from subsection (b)(8) because . . . of the employee’s or applicant’s motive for making the disclosure.”). Accordingly, to the extent the administrative judge found that the appellant’s disclosures were per se outside the scope of the Board’s jurisdiction because they pertained only to his own alleged mistreatment, we disagree. ID at 10. We analyze the appellant’s alleged disclosures having considered his motives only insofar as they are relevant to whether he nonfrivolously alleged that he reasonably believed that his disclosures were protected. We consider the protected disclosures analyzed in the initial decision and those that the appellant identifies on review. The appellant argues that the administrative judge failed to address all of his alleged protected disclosures. PFR File, Tab 1 at 4-6. In so arguing, however, he identifies only some of the disclosures that the administrative judge allegedly overlooked. To this end, his petition contains a list of several bullet points describing disclosures that he believes the administrative judge did not consider and thereafter states as follows: “[t]here are only some of examples presented by [the appellant] in his response to the Jurisdictional Order, all of which are incorporated herein.” Id. at 5-6 (grammar as in original). In essence, the appellant requests that the Board refer to his filings before the administrative judge to extract additional, unaddressed protected disclosures. Id. We decline to do so. 6 An appellant is required to articulate claims with reasonable clarity; the Board is not obligated to pore through a voluminous record to make sense of an appellant’s allegations. Keefer v. Department of Agriculture , 92 M.S.P.R. 476, ¶ 18 n.2 (2002); 5 C.F.R. § 1201.114(b) (“A petition . . . for review . . . must be supported by references to applicable laws or regulations and by specific references to the record.”). Moreover, attempts to incorporate by reference pleadings that were filed before an administrative judge do not satisfy 5 C.F.R. § 1201.115, which requires the petitioning party to set forth specific objections to the initial decision. See, e.g., Semenov v. Department of Veterans Affairs , 2023 MSPB 16, ¶ 43 n.8. Accordingly, we consider the nine protected disclosures addressed in the initial decision as well as the disclosures identified by the appellant in his petition for review.4 The appellant made nonfrivolous allegations of protected disclosures under 5 U.S.C. § 2302(b)(8). Disclosures of alleged extortion by Dr. A The appellant asserts that he made a protected disclosure regarding illegal activity, i.e., extortion. PFR File, Tab 1 at 5, 10-12. In so asserting, he references a September 30, 2016 email wherein he disclosed to agency officials that another agency physician and his subordinate, referred to here as Dr. A, had asked him to approve her “illegal” request for authorized absences and a recommendation letter so that she could “pursue an executive MBA.” Id. at 5 (citing IAF, Tab 8 at 44-45); IAF, Tab 1 at 9-10. The appellant stated in this email that Dr. A’s request “reasonably equate[d] to a demand for a benefit in excess of $100,000.” IAF, Tab 8 at 45. He explained in the email that he had denied Dr. A’s request, which had resulted in her exhibiting “subversive, passive aggressive, and confrontational behavior, including making a direct threat that if 4 As indicated, the appellant provides a list of disclosures that he asserts “went unaddressed by the [administrative judge].” PFR File, Tab 1 at 6. This list, however, includes some of the disclosures that the administrative judge considered, in full or part, in his initial decision. Id. at 5-6; ID at 6-9. 7 [the appellant] did not yield to her demands she would report purported misconduct in relation to [his] already approved telework agreement.” Id. at 44-45. The appellant is not required to identify the particular statutory or regulatory provision that the agency allegedly violated when his statements and circumstances of those statements clearly implicate an identifiable law, rule, or regulation. Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 17 (2011). Rather, at the jurisdictional stage, he is only burdened with nonfrivolously alleging that he reasonably believed that his disclosure evidenced a violation of one of the circumstances described in 5 U.S.C. § 2302(b)(8). Id. Further, the question of whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by an employee could reasonably conclude that an action evidenced a violation of law requires that we consider concepts of criminal law from a layman’s perspective as well as in a legal sense. Baldwin v. Department of Veterans Affairs, 113 M.S.P.R. 469, ¶ 18 (2010); see Mudd, 120 M.S.P.R. 365, ¶¶ 8-9 (considering the appellant’s lack of special expertise in legal matters in assessing whether she nonfrivolously alleged that she reasonably believed that the agency violated a law, rule, or regulation). The lay definition of extortion is “the act or practice of extorting,” which, in turn, is defined as “to obtain from a person by force, intimidation, or undue or illegal power.” Extortion, Merriam-Webster, https://www.merriam-webster.com/ dictionary/extortion (last visited May 15, 2024); Extort, Merriam-Webster, https://www.merriam-webster.com/dictionary/extort (last visited May 15, 2024). The pertinent legal definition of extortion is “[t]he act or practice of obtaining something or compelling some action by illegal means, as by force or coercion.” Black’s Law Dictionary (10th ed. 2014). Alabama law5 posits that, “[a] person 5 CAVHCS is located in Montgomery, Alabama. IAF, Tab 1 at 1. Thus, Alabama law is applicable to this appeal. See, e.g., Baldwin, 113 M.S.P.R. 469, ¶¶ 18, 20 & n.2 (finding that the law of the state where the alleged criminal act occurred should be applied in determining the reasonableness of an individual’s belief that he disclosed a8 commits the crime of extortion if he knowingly obtains by threat control over the property of another, with intent to deprive him of the property.” Preskitt v. Lyons, 865 So. 2d 424, 429 (Ala. 2003) (emphasis omitted) (quoting Ala. Code 1975, § 13A-8-13). Under the Alabama Criminal Code, doing so by means of a threat constitutes extortion in the second degree, a class C felony. Ala. Code. 1975 § 13A-8-15. In pertinent part, it is extortion by means of a “threat” to do an act calculated to substantially harm another person’s career. Preskitt, 865 So. 2d at 430 (citing Ala. Code 1975 § 13A-8-1(14)(k)). Attempted extortion in the second degree is a class A misdemeanor under Alabama law. Id. (citing Ala. Code. 1975 § 13-4-2(d)(4)). Considering the appellant’s assertion that he was reporting “an explicit threat to take action that would be harmful to my career, professional standing and employment position,” we agree with his contention on review that he nonfrivolously alleged that he reported what he could reasonably have believed was extortion, which is a violation of law.6 PFR File, Tab 1 at 11; see Lewis v. Department of Commerce , 101 M.S.P.R. 6, ¶¶ 2, 11 (2005) (indicating that a disclosure of a violation of criminal law is a disclosure of a violation of law, rule, or regulation under the statute and finding that the appellant made a nonfrivolous allegation of a protected disclosure when she reported that an agency employee had assaulted her). Accordingly, we find that the appellant made a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8) via his September 30, 2016 email.7 To the extent that he also claimed below that he first violation of criminal law). 6 Because we find this disclosure protected as an alleged violation of law, we need not reach the appellant’s arguments that he reasonably believed his disclosure also evidenced an abuse of authority and that Dr. A violated agency anti-harassment policy or 18 U.S.C. § 1512, a statute that prohibits tampering with a witness, victim, or informant. PFR File, Tab 1 at 5, 12-13. 7 The appellant does not challenge, and we discern no basis to disturb, the administrative judge’s conclusion that he failed to establish Board jurisdiction over an additional alleged disclosure that was also made on or about September 30, 2016, which pertained to the agency bypassing “standard procedures and associated safeguards”9 made this disclosure in August 2016, we similarly find that he met his jurisdictional burden as to this earlier disclosure of the same information. IAF, Tab 1 at 34. October and November 2016 disclosures that Dr. A had a handgun on Government property and that the agency failed to take any action regarding the handgun The appellant contends that, on October 5, 2016, he disclosed to agency management that Dr. A kept a loaded handgun in her car while it was parked on agency property. PFR File, Tab 1 at 13. He avers that her actions violated a law, rule, or regulation and caused him to be concerned for his safety.8 Id. Relatedly, he alleges that he subsequently disclosed an “INTENTIONAL CHOICE by management not to investigate [Dr. A] illegally having a gun on [F]ederal property to expose [him] to workplace violence threats and harassment in violation of the [Whistleblower Protection Enhancement Act of 2012 (WPEA)].” Id. at 5 (capitalization as in original). Regarding the latter disclosure, the appellant draws the Board’s attention to a November 3, 2016 email that he sent to agency officials. Id. (citing IAF, Tab 7 at 11). In this email, the appellant stated that “[t]he issue of the gun” had contributed to his emotional distress, and he asserted that agency officials’ related to a congressional inquiry involving the appellant. ID at 7; see El v. Department of Commerce, 123 M.S.P.R. 76, ¶ 6 (2015) (explaining that vague, conclusory, unsupported, and pro forma allegations of alleged wrongdoing do not meet the nonfrivolous pleading standard needed to establish the Board’s IRA jurisdiction) , aff’d per curiam, 663 F. App’x 921 (Fed. Cir. 2016). 8 The administrative judge analyzed the appellant’s October 5, 2016 disclosure in the initial decision; however, he considered only whether the appellant had disclosed a substantial and specific danger to public health or safety. ID at 12. Although the appellant categorized this disclosure in such a manner, IAF, Tab 1 at 35, he was not required to label the category of wrongdoing, Horton v. Department of Veterans Affairs, 106 M.S.P.R. 234, ¶ 16 n.* (2007). Accordingly, we consider the appellant’s assertion on review that he disclosed a violation of law, rule, or regulation on October 5, 2016. PFR File, Tab 1 at 13. In light of our finding that he nonfrivolously alleged he reasonably believed the agency violated a law, rule, or regulation, we do not reach the issue of whether his disclosure could also be protected as a disclosure of a substantial and specific danger to public health or safety. 10 suggestion that he “should have spoken to the employee who threatened [him] about her gun and review VA policies surrounding firearms with her [was] so shockingly inappropriate.” IAF, Tab 7 at 11. Although the appellant did not identify any specific laws, rules, or regulations that he believed agency personnel had violated, he was not required to do so; indeed, the nature of his allegations clearly implicates wrongdoing under 5 U.S.C. § 2302(b)(8). See DiGiorgio v. Department of the Navy , 84 M.S.P.R. 6, ¶ 14 (1999) (expressing that some allegations of wrongdoing, such as theft of Government property or fraudulent claims for pay, so obviously implicate a violation of law, rule, or regulation, that an appellant need not identify any particular law, rule, or regulation). Further, a reasonable person in the appellant’s position could reasonably believe that Dr. A violated 5 C.F.R. § 1.218(a)(13). That provision prohibits the carrying of firearms on agency property, and possessing firearms in violation of this provision can result in a fine and imprisonment under 38 C.F.R. § 1.218(b)(37). Accordingly, we find that the appellant made nonfrivolous allegations of protected disclosures under 5 U.S.C. § 2302(b)(8) on October 5, 2016, and November 3, 2016. November and December 2016 disclosures regarding the ending of the appellant’s telework agreement The appellant asserts that he disclosed a violation of “MANY of the [a]gency’s rules and regulations [relating to the agency’s termination of] his telework agreement.” PFR File, Tab 1 at 5 (punctuation as in original). To this end, he references emails dated November 21, 22, and 28, and December 21, 2016, which were sent to agency officials either by the appellant or by the agency’s former Chief of Human Resources on the appellant’s behalf. Id. (citing IAF, Tab 7 at 19-20, 22-23, 25-26, 29). The appellant avers that these emails disclosed that (1) the agency had violated “VA Handbook 5011/28, Part II, Chapter 3, paragraph 6.i” by failing to provide him with 2 weeks’ notice prior to cancelling his telework agreement and (2) the notice of termination of his11 telework agreement was fraudulent and amounted to an “illegal order” because it listed an incorrect date, provided a false reason for the cessation of the agreement, and was signed by an agency employee without signatory authority. Id. As of late 2016, agency Handbook 5011/28 stated that management could modify a telework agreement “no sooner than two weeks after the employee is notified.” IAF, Tab 7 at 19-20; Department of Veterans Affairs, VA Handbook 5011, Hours of Duty and Leave at 67 (Dec. 14, 2018), https://www.va.gov/vapubs/search_action.cfm?dType=2 (last visited May 15, 2024); see Golden v. Department of Veterans Affairs , 2023 MSPB 19, ¶ 7 n. 5 (taking official notice of a U.S. Army publication that was readily available to the public on the internet). We conclude that the appellant made a nonfrivolous allegation that he reasonably believed that these emails disclosed a violation of law, rule, or regulation.9 As to the Human Resources Chief’s disclosure of the same information, the Board has found that an agency employee is protected against reprisal for protected disclosures another employee made on his behalf. Burrowes v. Department of the Interior , 54 M.S.P.R. 547, 551 (1992). Accordingly, we find that the appellant made a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8) via emails sent in November and December 2016. November 28, 2016 disclosure of whistleblower reprisal The appellant contends that he disclosed “[m]uch harassment in violation of the WPEA by management.” PFR File, Tab 1 at 5. In this regard, he seemingly asserts that both he and the Human Resources Chief disclosed in November 28, 2016 emails that the agency had engaged in retaliatory actions, to 9 The appellant also alleges that he disclosed a “[v]iolation of a legal directive signed by the Network Director.” PFR File, Tab 1 at 5 (citing IAF, Tab 7 at 24, 30). The appellant’s allegations in this regard are again based on the agency’s failure to follow internal rules regarding the cancellation of his telework agreement during the same timeframe. Id.12 include threatening to place him in an absent without leave (AWOL) status for periods when he was teleworking. Id.; IAF, Tab 1 at 51, Tab 7 at 18-21. The appellant avers that his harassment-related disclosures pertained to “an ADMITTED effort by leadership to ‘get’ [him] immediately after the disclosures ‘even if he sneezed wrong,’ showing a reasonable belief in retaliation in violation of the WPEA.” PFR File, Tab 1 at 5 (capitalization as in original). In essence, the appellant alleges that both he and the Human Resources Chief disclosed that the agency was violating Federal whistleblower retaliation law. In her November 28, 2016 email, the Human Resources Chief makes reference to the agency terminating the appellant’s telework agreement on September 30, 2016, and she requests that agency management “stop threatening him or trying to intimidate him with placing him on an AWOL status.” IAF, Tab 7 at 19-20 (grammar as in original). She also states that placing the appellant in an AWOL status “could be seen as a retaliatory action.” Id. at 20. In his November 28, 2016 email, the appellant makes reference to “a pattern of ongoing harassment” since September 30, 2016. Id. at 21. Insofar as the appellant disclosed Dr. A’s alleged extortion attempt on this date, IAF, Tab 8 at 44-45, we find that the appellant nonfrivolously alleged that he reasonably believed that the November 28, 2016 emails disclosed a violation of Federal whistleblower retaliation law, see Mudd, 120 M.S.P.R. 365, ¶ 9. Accordingly, we find that the appellant made nonfrivolous allegations of a protected disclosure under 5 U.S.C. § 2302(b)(8) via the November 28, 2016 emails. December 2016 and January 2017 disclosures regarding medical and privacy concerns The appellant contends that he made a disclosure regarding the following: (1) a violation of the Rehabilitation Act of 1973; (2) “an illegal Employee Assistance Program (EAP) referral”; (3) a Privacy Act violation; and (4) the CAVHCS Chief of Staff improperly accessing the appellant’s credentialing file. PFR File, Tab 1 at 6, 14-15. The Board’s IRA jurisdiction does not extend to13 claims of reprisal for complaining of practices made unlawful by the Rehabilitation Act. See McCray v. Department of the Army , 2023 MSPB 10, ¶¶ 20-22. Thus, to the extent the appellant alleges that he disclosed a violation of the Rehabilitation Act, his allegations necessarily fall outside the scope of the Board’s IRA jurisdiction. The appellant also alleges that he disclosed a violation of the Privacy Act and agency rules and regulations when he reported that the Chief of Staff had unlawfully accessed his credentialing file/documents and thereafter utilized the information obtained to refer him to EAP. PFR File, Tab 1 at 14-15. To this end, in a December 5, 2016 email, the appellant informed agency personnel that his “confidential credentialing file was deliberately accessed to obtain personal information to provide to EAP against [his] wishes and without [his] consent.” IAF, Tab 7 at 37. We find that the appellant has made a nonfrivolous allegation that he reasonably believed that he had disclosed a violation of the Privacy Act. See Herman v. Department of Justice , 115 M.S.P.R. 386, ¶ 10 (2011) (concluding that an appellant nonfrivolously alleged that he reasonably believed that the agency had violated the Privacy Act, reasoning that although the agency may not have committed an actual violation, there was no indication that the appellant’s job duties required him to be familiar with the intricacies of the Privacy Act). At the jurisdictional stage, we also find that the appellant made a nonfrivolous allegation of a protected disclosure with regards to his involuntary EAP referral. An EAP is “a voluntary, work-based program that offers free and confidential assessments, short-term counseling, referrals, and follow-up services to employees who have personal and/or work-related problems.” U.S. Office of Personnel Management, Employee Assistance Program, Questions and Answers, https://www.opm.gov/frequently-asked-questions/work-life-faq/employee- assistance-program-eap/ (last visited May 15, 2024). Each Federal agency administers its own EAP. Id. The appellant referenced emails dated December 8, 2016, and January 12, 2017, wherein he both questioned why he had been14 involuntarily referred to EAP and expressed his belief that involuntary referrals are illegal. PFR File, Tab 1 at 5; IAF, Tab 7 at 34-35, 38; see Mudd, 120 M.S.P.R. 365, ¶ 9. Accordingly, we find that the appellant made a nonfrivolous allegation of protected disclosures under 5 U.S.C. § 2302(b)(8) via his December 5 and 8, 2016, and January 12, 2017, emails. January 18, 2017 disclosure that the appellant was charged leave without pay (LWOP) for times he was working The appellant contends that he disclosed that he had been placed on LWOP in violation of laws, rules, and regulations. PFR File, Tab 1 at 5, 16. In support of this contention, he references a January 18, 2017 email that he sent to an agency management official and the Human Resources Chief wherein he disclosed that he had been “falsely listed as LWOP” in late November 2016 when he was teleworking.10 Id. at 5 (citing IAF, Tab 8 at 4). The appellant stated in the email that he was uncertain as to why he still had not been compensated for this time, and he requested that the “pay issue be correct[ed].” IAF, Tab 8 at 4. The genesis of his assertions was his disagreement with the agency’s rescission of his telework agreement. IAF, Tab 6 at 8, 29, 41, Tab 8 at 8. The appellant disagreed with the validity of these agency actions, and therefore worked from home. IAF, Tab 8 at 4. An employee generally is required to comply with an agency order, even when he may have substantial reason to question it, while taking steps to challenge its validity through whatever channels are appropriate. Pedeleose v. Department of Defense , 110 M.S.P.R. 508, ¶ 16, aff’d per curiam , 343 F. App’x 605 (Fed. Cir. 2009). Further, while it is a protected activity under 5 U.S.C. § 2302(b)(9)(D) to “refus[e] to obey an order that would require the individual to violate a law, rule, or regulation,” the 10 The appellant also asserts that he made a similar disclosure via email on July 7, 2017; however, in his July 7, 2017 email, the appellant asserted that the agency’s improper actions concerning his pay stemmed from disability discrimination. PFR File, Tab 1 at 16; IAF, Tab 8 at 40-41. Accordingly, this alleged disclosure falls outside the scope of the Board’s IRA jurisdiction. See McCray, 2023 MSPB 10, ¶ 22.15 appellant’s failure to report to work does not fit within this category. His allegation is that the ending of his telework agreement violated agency policy, not that his working in the office was unlawful. Further, the appellant has not claimed that he advised the agency that he was working during periods he did not come into work and therefore was deemed LWOP. We find that a reasonable person in the appellant’s position would not believe the agency engaged in wrongdoing by failing to pay him for periods when he failed to report to the office as instructed, even if he questioned the validity of the instruction. February 3, 2017 perceived protected activity of filing an OSC complaint The appellant avers that he made a protected disclosure on February 3, 2017, when he informed agency personnel that he believed that he had been the victim of whistleblower retaliation and that he had retained legal counsel “who [would] be addressing this issue through [OSC].” PFR File, Tab 1 at 6 (citing IAF, Tab 8 at 9). We surmise that, in asserting that he told the agency that he was planning to report whistleblower reprisal to OSC, the appellant is alleging that the agency perceived that he had engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C). See Fisher v. Department of the Interior , 2023 MSPB 11, ¶ 8 (explaining that under the broadly worded provision of 5 U.S.C. § 2302(b)(9)(C), disclosures of information to OSC are protected regardless of their content, as long as such disclosures are made “in accordance with applicable provisions of law”). An appellant may pursue an IRA appeal on the theory that an agency retaliated against him for its perception that he engaged in activity protected under 5 U.S.C. § 2302(b)(9)(C). Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶ 12 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39, ¶ 14; see Rumsey v. Department of Justice , 120 M.S.P.R. 259, ¶ 7 (2013) (recognizing that one who is perceived as a whistleblower is entitled to protection under whistleblower reprisal statutes even if she has not made protected disclosures) . We find that the16 appellant has nonfrivolously alleged that the agency perceived him to have engaged in such protected activity.11 February 10, 2017 disclosures of regarding patient care The appellant alleges that he disclosed “[v]iolations of the patient standard of care, CAVHCS Staff Bylaws, and Code of Conduct and Patient Safety caused by management’s insistence that [the appellant] continue to perform his job even though they PROHIBITED him from ‘communicat[ing] with anyone in the Imaging Department, access[ing] information systems, or enter[ing] the Imaging Department even if doing so is necessary for quality patient care’ or EVEN IF IT WAS NEEDED TO RESPOND TO AN EMERGENCY.”12 PFR File, Tab 1 at 5 (capitalization as in original). To support this allegation, the appellant references two February 10, 2017 emails. Id. (citing IAF, Tab 8 at 6-8). In these emails, the appellant informed agency officials that restrictions placed on him were “incompatible with the practice of clinical radiology in accordance with generally accepted standards of care.” IAF, Tab 8 at 7. As background, on February 2, 2017, 8 days prior to the appellant sending this email, the agency temporarily reassigned him to perform staff radiologist duties due to a pending investigation. Id. at 5. The agency instructed him “to refrain from any involvement with management of the CAVHCS Imaging Service, 11 The appellant relatedly asserts that, “in response to his termination,” he told agency personnel that he had gone to OSC. PFR File, Tab 1 at 16. However, because all of the alleged personnel actions at issue predate this alleged disclosure, this assertion is unavailing. See El, 123 M.S.P.R. 76, ¶ 10 (explaining that, because the subject personnel action predated the appellant’s protected disclosure, the disclosure could not have contributed to the personnel action). 12 As pointed out by the appellant on review, the administrative judge largely categorized this disclosure as having pertained largely to the appellant’s “work location.” PFR File, Tab 1 at 15; ID at 8-9, 10, 11 n.3. Indeed, the record suggests that, during this same timeframe, the appellant also disclosed that the agency had relocated him to a “small, hot room with no work assignments.” IAF, Tab 1 at 61. We find that the appellant’s assertions regarding his relocation are more appropriately analyzed as an alleged personnel action. See 5 U.S.C. § 2302(a)(2)(A)(xii) (defining as a personnel action “any other significant change in duties, responsibilities, or working conditions”). We have done so below.17 to include contacting employees, [and] entering any CAVHCS imaging areas” while the investigation was pending. Id. The appellant asserted, among other things, that the agency’s limitation of his interaction with other medical personnel disregarded “the principals [sic] of interaction necessary to maintain a culture of patient safety.” Id. He also asserted that, per the agency’s restrictions, “if a patient had a heart attack and [he was] in a position to respond and administer CPR, [he] should refrain from doing so if the patient [was] in the Imaging Department.” Id. When a patient requires immediate treatment or careful monitoring, harm may result directly from delays in providing such treatment and monitoring; the occurrence of harm is not dependent on a series of unlikely events. Chavez v. Department of Veterans Affairs, 120 M.S.P.R. 285, ¶ 20 (2013). Although the emails that the appellant references indicate that the appellant may have been questioning or seeking to clarify the contours of the agency’s restrictions, id. at 6-8, we find, at the jurisdictional stage, that the appellant’s assertions are sufficient to constitute a nonfrivolous allegation that he reasonably believed that he had disclosed a violation of law or a substantial and specific danger to public health or safety, see Skarada, 2022 MSPB 17, ¶ 6; Parikh v. Department of Veterans Affairs , 116 M.S.P.R. 197, ¶¶ 12, 15-23 (2011) (concluding, as relevant here, that disclosures of alleged delays in providing urgent patient care were protected). February 16, 2017 disclosure of workplace bullying The appellant alleges that he disclosed violations of the agency’s “Policy Statement for the Prevention of Workplace Bullying.” PFR File, Tab 1 at 5. To this end, he references a February 16, 2017 email wherein he informed the Director of CAVHCS that agency personnel had violated this policy statement, which she had signed. Id.; IAF, Tab 8 at 15-17. In this email, the appellant conveyed, among other things, that he had been subjected to “coordinated social and physical exclusion from work-related activities,” to include being told that he “may not enter any Imaging Department area or communicate with any employee18 in the Imaging Department.” IAF, Tab 8 at 16. These allegations appear to pertain, at least in part, to the previously discussed communication restrictions placed on the appellant on or about February 2, 2017. Id. at 5. At the jurisdictional stage, we accept as true the appellant’s implicit allegations that the restrictions placed on him were unwarranted, as well as his assertions that the agency’s restrictions constituted coordinated social and physical exclusion, i.e., bullying. See Hessami, 979 F.3d at 1369. Because the appellant, via his February 16, 2017 email, identified a specific, established agency policy statement and explained why he believed agency personnel had violated the same, we find that he made a nonfrivolous allegation that he reasonably believed that he had disclosed a violation of law, rule, or regulation under 5 U.S.C. § 2302(b)(8). See Mudd, 120 M.S.P.R. 365, ¶ 9. March through June 2017 harassment complaints The appellant does not discernably raise any arguments regarding what the administrative judge categorized as disclosures (8) and (9) in the initial decision, which were allegedly made by the appellant beginning in March 2017. ID at 9. In the initial decision, the administrative judge collectively described these two disclosures as follows: In March 2017, you contacted the VA’s Harassment Prevention Program. Through June 2017, you also repeated and updated your disclosures to various VA personnel, alleging the VA wrongfully denied you a reasonable accommodation; harassed you; made another wrongful EAP referral; made an unwanted call to your wife; illegally accessed your personnel records; and failed to address the issues you raised. Id. (quoting IAF, Tab 1 at 62). Although the above allegations are not particularly detailed, they nonetheless assert that the appellant contacted the “VA’s Harassment Prevention Program,” IAF, Tab 1 at 62. Disclosures of information to any agency component “responsible for internal investigation or review” are protected activity under 5 U.S.C. § 2302(b)(9)(C) regardless of their content, as long as such disclosures19 are made “in accordance with applicable provisions of law.” See Fisher, 2023 MSPB 11, ¶ 8. The agency’s website explains that the Harassment Prevention Program (HPP), among other things, provides “centralized tracking, monitoring and reporting processes to proactively respond to allegations of harassment.” U.S. Department of Veterans Affairs, Office of Resolution Management, Diversity & Inclusion (ORMDI), HPP, https://www.va.gov/ORMDI/HPP.asp (last visited May 15, 2024); see Hessami, 979 F.3d at 1369 & n.5 (explaining that the Board may consider “matters of public record” in determining whether an appellant nonfrivolously alleged she made protected disclosures (citation omitted)). The website also indicates that the agency formed the HPP in response to a mandate “to establish enterprise -wide anti-harassment policies and procedures to ensure allegations of harassment receive a prompt, thorough, and impartial investigation .” https://www.va.gov/ORMDI/HPP.asp (emphasis added). The agency specifies that harassment need not be “accompanied by an EEO basis” to fall within its HPP. Id. The Board’s IRA jurisdiction does not extend to claims of reprisal for opposing practices made unlawful by either Title VII, Edwards v. Department of Labor, 2022 MSPB 9, ¶¶ 10-23, aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023), or the Rehabilitation Act, McCray, 2023 MSPB 10, ¶¶ 19-22. Nor does the Board’s jurisdiction extend to claims of reprisal for filing EEO complaints on one’s own behalf that do not seek to remedy whistleblower reprisal, id., ¶¶ 23-30; Edwards, 2022 MSPB 9, ¶¶ 24-25. There is some evidence in the file that the appellant’s March through June 2017 harassment complaints may have been limited to matters arising under EEO law. IAF, Tab 6 at 40. However, we find that, at the jurisdictional stage, the appellant has made a nonfrivolous allegation that he engaged in protected activity under 5 U.S.C.20 § 2302(b)(9)(C) through his contact with HPP, and that the parties may develop this issue on remand.13 October 11, 2017 disclosure of falsification of Government records Lastly, the appellant avers that he disclosed the falsification of Government records. PFR File, Tab 1 at 6. To this end, he cites a page of an October 11, 2017 letter that his attorney sent on his behalf to the agency’s Professional Standards Board. Id. (citing IAF, Tab 6 at 44, 53). This October 11, 2017 letter states that, on October 4, 2016, the Human Resources Chief completed an incident report concerning various improper agency actions; however, 1 week after she completed this report, the appellant’s supervisor accessed and “materially altered” the report to (1) change the name of a physician who had treated the appellant and (2) falsely indicate that it was the appellant who had changed the name of the physician. IAF, Tab 6 at 53-54. Deliberate falsification of a Government document is prohibited by 18 U.S.C. § 1001(a)(3). Therefore, we find that the appellant made nonfrivolous allegations that he made a protected disclosure under 5 U.S.C. § 2302(b)(8) on October 11, 2017. See DiGiorgio, 84 M.S.P.R. 6, ¶ 14. The appellant made nonfrivolous allegations of personnel actions. In addition to the above-discussed disclosures and activities, the appellant alleged that the agency took several retaliatory personnel actions against him. To this end, he alleged that the agency wrongfully denied him incentive pay. IAF, 13 In support of his claim that he established jurisdiction over some of his alleged protected disclosures, the appellant also states as follows in his petition: “[s]ee also the fact that OAWP launched an investigation into these [disclosed] legal violations.” PFR File, Tab 1 at 10. “OAWP” is the Department of Veterans Affairs Office of Accountability and Whistleblower Protection, an agency component that, among other things, “investigates . . . [a]llegations of whistleblower retaliation against VA supervisors.” https://www.va.gov/accountability/ (last visited May 15, 2024). The appellant does not claim that he contacted OAWP, or say when he made such a contact. Therefore, he has failed to make a nonfrivolous allegation of Board jurisdiction. On remand, he may seek to establish jurisdiction over his claim, if any, that he engaged in a protected activity under 5 U.S.C. § 2302(b)(9)(C) by filing a complaint with OAWP. 21 Tab 1 at 52. Specifically, he asserted that, as part of a recruitment incentive, the agency had agreed to provide him with “an additional 20% of his salary for [2] years” but never did so, even after a September 2016 audit confirmed that he was entitled to the payment. Id. As relevant here, the definition of “personnel action” includes “a decision concerning pay, benefits, or awards.” 5 U.S.C. § 2302(a)(2)(A)(ix). Insofar as the appellant asserted that the agency rendered an unfavorable incentive pay decision, we find that he made nonfrivolous allegations of a personnel action under this provision. The appellant alleged that the agency forced him to step down as Chief of Imaging in October 2016. IAF, Tab 1 at 48. In this regard, he asserted that an agency physician, acting on behalf of CAVHCS, informed him that he could be a “tele-radiology provider,” i.e., that he could telework, only if he “step[ped] down as the Chief of Imaging.” Id. He averred that he accepted the agency’s offer because it met the needs of his family and he “was essentially forced to take it.” Id. Included in the definition of “personnel action” is “a detail, transfer, or reassignment.” 5 U.S.C. § 2302(a)(2)(A)(iv). To the extent the appellant alleged that he was subjected to a reassignment under 5 U.S.C. § 2302(a)(2)(A)(iv), we find his allegation unavailing.14 Indeed, the appellant did not allege that an agency employee reassigned or threatened to reassign him; rather, he alleged that, presented with unpleasant options, he elected to relinquish being Chief. IAF, Tab 1 at 48; see 5 U.S.C. § 2302(b)(8)-(9) (describing it as unlawful for an employee to “take or fail to take, or threaten to take or fail to take, a personnel action . . . because of” a protected disclosure or activity). Accordingly, we find 14 As indicated herein, the appellant did not discernably allege that this change in position resulted in a loss of pay or grade; accordingly, we construe his allegation as pertaining to a reassignment, as opposed to a demotion. See Onasch v. Department of Transportation, 63 M.S.P.R. 158, 162 (1994) (employing the definition at 5 C.F.R. § 210.102(b)(12), i.e., “a change of an employee, while serving continuously within the same agency, from one position to another without promotion or demotion,” to determine whether an appellant was reassigned for purposes of 5 U.S.C. § 2302(a)(2) (A)(iv)).22 that the appellant’s assertions do not amount to a nonfrivolous allegation of a personnel action under 5 U.S.C. § 2302(a)(2)(A)(iv). Also included in the relevant definition of “personnel action” is “an action under chapter 75 of this title or other disciplinary or corrective action.” 5 U.S.C. § 2302(a)(2)(A)(iii). To the extent the appellant, through his allegations regarding stepping down as Chief, sought to raise a constructive demotion claim, his allegations are unavailing. The Board has held that an alleged constructive removal may constitute a personnel action for purposes of an IRA appeal. Colbert v. Department of Veterans Affairs , 121 M.S.P.R. 677, ¶ 12 & n.5 (2014); see Mintzmyer v. Department of the Interior , 84 F.3d 419, 423 (Fed. Cir. 1996) (“The legal standard for establishing a constructive discharge is the same regardless of whether the discharge was allegedly in retaliation for whistleblowing or for filing a discrimination claim.”). By analogy, a nonfrivolous allegation of a constructive demotion may be a personnel action under 5 U.S.C. § 2302(a)(2)(A)(iii). Here, the appellant did not allege that his reassignment resulted in a reduction in grade or a reduction in pay . IAF, Tab 8 at 34; see Loggins v. U.S. Postal Service , 112 M.S.P.R. 471, ¶ 10 (2009) (explaining that, for a reassignment to fall within the Board’s chapter 75 jurisdiction, it must result in a reduction in grade or a reduction in pay). Accordingly, we find that the appellant failed to make a nonfrivolous allegation of a personnel action regarding his apparent reassignment. The appellant claimed that his supervisor did not allow him to attend “a required VA training activity” in February 2017. IAF, Tab 1 at 53, 59. A decision concerning training may constitute a personnel action under the statute. See 5 U.S.C. § 2302(a)(2)(A)(ix). However, such a decision qualifies as a personnel action only if it “may reasonably be expected to lead to an appointment, promotion, performance evaluation, or other [personnel] action [as described in 5 U.S.C. § 2302(a)(2)(A).]” Id. Thus, the plain wording of the statute explicates that not all denials of training opportunities are covered23 personnel actions. Id.; see Simone v. Department of the Treasury , 105 M.S.P.R. 120, ¶ 9 (2007) (explaining that there must be, at a minimum, a moderate probability that the training would have resulted in some type of personnel action); see also Shivaee v. Department of the Navy , 74 M.S.P.R. 383, 387 (1997) (same). Here, the appellant did not allege that the training would potentially lead to an appointment, promotion, or a performance evaluation. Further, although he said the training was “required,” he did not identify the nature of the training or state that it was necessary for his continued employment. Thus, we find that his allegation regarding training does not amount to a nonfrivolous allegation of a personnel action under the statute. The appellant alleged that he was subjected to both harassment and a hostile work environment. IAF, Tab 1 at 31. He asserted, among other things, that the following incidents occurred during his tenure at CAVHCS: (1) the agency cancelled his telework agreement; (2) his immediate supervisor materially altered an incident report relating to his job-induced emotional distress; (3) agency management began documenting his conduct and performance deficiencies; (4) agency management involuntary referred him to EAP; (5) he was excluded from discussions and communications on a broad range of topics; (6) the agency failed to respond to his concerns regarding Dr. A bringing a gun onto agency premises; (7) the agency removed the Human Resources Chief, who had reported improper agency actions on his behalf; (8) the agency threatened to report him as AWOL; (9) the agency deliberately delayed his receipt of wages; and (10) he was relocated to a small, hot room located 40 miles away from his official primary duty station and not permitted to communicate with any Imaging Department employees. Id. at 45-53. As relevant to these allegations, the definition of “personnel action” includes “any . . . significant change in duties, responsibilities, or working conditions.” 5 U.S.C. § 2302(a)(2)(A)(xii). The Board has found that, although “significant change” should be interpreted broadly to include harassment and discrimination that could have a chilling effect on24 whistleblowing or otherwise undermine the merit system, only agency actions that, individually or collectively, have practical consequence for an appellant constitute a personnel action covered by section 2302(a)(2)(A)(xii). Skarada, 2022 MSPB 17, ¶¶ 15-16. To this end, the agency actions must have practical and significant effects on the overall nature and quality of the appellant’s working conditions, duties, or responsibilities. Id. Here, we find that the appellant’s allegations collectively amount to a nonfrivolous allegation of a significant change in his working conditions. See id., ¶¶ 17-18 (concluding that the appellant made a nonfrivolous allegation that the agency had subjected him to a significant change in duties, responsibilities, or working conditions when he alleged, among other things, that supervisory personnel both directed him to stop attending leadership meetings and performing certain extra duties and subjected him to multiple investigations). 15 Thus, the appellant has made a nonfrivolous allegation of a personnel action under 5 U.S.C. § 2302(a)(2)(A)(xii). 15 The appellant also alleged that he became the target of an agency investigation on February 2, 2017, when he was temporarily reassigned. IAF, Tab 1 at 52-53. An investigation into an allegation of misconduct is not a personnel action per se. Spivey v. Department of Justice , 2022 MSPB 24, ¶ 10 (citing Sistek v. Department of Veterans Affairs, 955 F.3d 948, 955 (Fed. Cir. 2020)). It is proper to consider evidence regarding an investigation if it is so closely related to an alleged personnel action that it would have been a pretext for gathering information to retaliate for whistleblowing. Id. The appellant generally alleges that this investigation was accompanied by some of the other incidents that constitute his harassment claim, such as his assignment to an isolated room. IAF, Tab 1 at 52-53. However, he has not claimed that it resulted in a personal action or that the manner in which he or others were questioned during the investigation significantly changed his duties, responsibilities, or working conditions. Id. In particular, we note that the appellant’s termination letter references an investigation that began in or around September 2017, 7 months after the investigation the appellant raises in his appeal. IAF, Tab 6 at 43. Accordingly, he has not established Board jurisdiction over the alleged investigation. See Spivey, 2022 MSPB 24, ¶¶ 12-13 (finding that the appellant failed to nonfrivolously allege that an investigation was a personnel action when it did not result in any proposal of disciplinary or corrective action, the appellant’s detail, transfer, or reassignment, or any other personnel action identified in 5 U.S.C. § 2302(a)(2)(A), and the appellant did not allege that the investigation had any practical or significant effects on the overall nature and quality of her working conditions, duties, or responsibilities).25 Lastly, the appellant alleged that, on October 23, 2017, the agency removed him from his position during his probationary period. IAF, Tab 1 at 56, 62, Tab 6 at 43. The appellant’s termination letter indicates that he was appointed under the authority of 38 U.S.C. § 7401(1) and subject to a 2-year probationary period. IAF, Tab 6 at 43. As stated, the definition of “personnel action” includes “an action under chapter 75 of this title or other disciplinary or corrective action.” 5 U.S.C. § 2302(a)(2)(A)(iii). An agency physician appointed under the authority of 38 U.S.C. § 7401(1) may bring an IRA appeal alleging that termination was retaliatory. Hawker v. Department of Veterans Affairs , 123 M.S.P.R. 62, ¶ 2 n.1 (2015). We find that the appellant made a nonfrivolous allegation of a personnel action under 5 U.S.C. § 2302(a)(2)(A)(iii) regarding his termination. Accordingly, we find that the appellant made nonfrivolous allegations of the following three personnel actions: (1) the denial or withholding of his recruitment incentive pay; (2) a significant change in duties, responsibilities, or working conditions; and (3) his termination. The appellant satisfied the contributing factor jurisdictional criterion and is entitled to a hearing on the merits. An appellant’s protected activity is a contributing factor if it in any way affects an agency’s decision to take, or fail to take, a personnel action. See Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way to establish contributing factor is the knowledge/timing test. Wadhwa v. Department of Veterans Affairs , 110 M.S.P.R. 615, ¶ 12, aff’d per curiam , 353 F. App’x 435 (Fed. Cir. 2009). Under this test, an appellant can prove the contributing factor element through evidence that the official taking the personnel action knew of the appellant’s protected activity or disclosure and that the personnel action occurred within a period of time such that a reasonable person could conclude that the activity or disclosure was a contributing factor in the personnel action. 5 U.S.C. § 1221(e)(1); see Wadhwa, 110 M.S.P.R. 615, ¶ 12 . 26 Here, the appellant alleged that agency leadership was collectively aware of his disclosures and activities. IAF, Tab 1 at 40, 47. To this end, he alleged that “[t]he entirety of illegal, unethical, and despicable acts committed over a many month period and continuing to present [was] so extreme it could have only occur[ed] with the full cooperation of CAVHCS’ leadership.” Id. at 47. Moreover, it is undisputed that the appellant worked at CAVHCS for less than 2 years. IAF, Tab 6 at 43. Accordingly, we find that the appellant made nonfrivolous allegations that, if proven, would satisfy the contributing factor criterion via the knowledge/timing test.16 See Wadhwa, 110 M.S.P.R. 615, ¶ 12 (explaining that, if an appellant satisfies the knowledge/timing test, the appellant has demonstrated that a protected disclosure was a contributing factor in a personnel action); see also Mastrullo v. Department of Labor , 123 M.S.P.R. 110, ¶ 21 (2015) (explaining that the Board has held that a personnel action taken within approximately 1 to 2 years of a protected disclosure satisfies the knowledge/timing test). Accordingly, we find that the appellant made nonfrivolous allegations of protected disclosures under 5 U.S.C. § 2302(b)(8) and protected activity under 5 U.S.C. § 2302(b)(9)(C), which contributed to the following: (1) the denial or withholding of recruitment incentive pay; (2) a significant change in duties, responsibilities, or working conditions; and (3) his termination. Once an appellant establishes jurisdiction over his IRA appeal, he is entitled to a hearing on the merits of his claim, which he must prove by preponderant evidence. 16 Some of the allegations giving rise to the appellant’s claim of a significant change in duties, responsibilities, or working conditions predate some of his alleged disclosures; thus, the disclosures could not have contributed to those elements of this personnel action. See El, 123 M.S.P.R. 76, ¶ 10 (explaining that, because the subject personnel action predated the appellant’s protected disclosure, the disclosure could not have contributed to the personnel action). For instance, the appellant’s December 5, 2016 Privacy Act-related disclosure could not have contributed to cancellation of his telework agreement, which occurred in September/October 2016. IAF, Tab 7 at 19, 36-37. At the merits stage of the proceeding, the administrative judge should be mindful of these timing issues.27 Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). Thus, we find that the appellant is entitled to his requested hearing and a decision on these claims. IAF, Tab 1 at 2. If the appellant proves that a protected disclosure or activity was a contributing factor in a personnel action taken against him, he is entitled to corrective action unless the agency proves by clear and convincing evidence that it would have taken the same personnel actions in the absence of the protected disclosure. 5 U.S.C. § 1221(e); Salerno, 123 M.S.P.R. 230, ¶ 5. The administrative judge should permit the parties to engage in discovery on remand. The appellant also asserts that the administrative judge “err[ed] by making fact determinations . . . without the benefit of a developed record where discovery was allowed.” PFR File, Tab 1 at 16. To the extent the appellant argues that the administrative judge erred by making a jurisdictional determination before the parties had engaged in discovery, his argument is unavailing. An administrative judge has broad discretion in ruling on discovery matters, and the Board will not find reversible error in such rulings absent an abuse of discretion. Dieter v. Department of Veterans Affairs , 2022 MSPB 32, ¶ 25. The administrative judge advised the parties that they could initiate discovery within 30 days of the February 26, 2018 Acknowledgment Order. IAF, Tab 2 at 3. On the same date, he informed the parties that the record on jurisdiction would also close in 30 days. IAF, Tab 3 at 8. A party does not need the Board’s approval to engage in discovery, and the Board generally only becomes involved in discovery matters if a party files a motion to compel. King v. Department of the Navy , 98 M.S.P.R. 547, ¶ 10 (2005), aff’d per curiam , 167 F. App’x 191 (Fed. Cir. 2006); see 5 C.F.R. § 1201.71 (explaining that parties are expected to start and complete discovery with a minimum of Board intervention). The appellant does not allege that he initiated a timely discovery request, and he did not file a motion to extend the discovery period below. Therefore, we discern no abuse of discretion by the administrative judge.28 In any event, given that we find jurisdiction and are remanding the appeal, any inability to conduct discovery on the jurisdictional issue has not harmed the appellant’s substantive rights. White v. Government Printing Office , 108 M.S.P.R. 355, ¶ 9 (2008) (explaining that the Board will not find reversible error in an administrative judge’s discovery rulings absent an abuse of discretion that prejudiced the appellant’s substantive rights). Prior to holding a hearing, the administrative judge shall afford the parties an opportunity to conduct discovery and order the parties to submit any other evidence that he deems necessary to adjudicate the merits of this appeal. See Lewis v. Department of Defense , 123 M.S.P.R. 255, ¶ 14 (2016). ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.29
Kassner_JulianAT-1221-18-0276-W-1__Remand_Order.pdf
2024-05-15
JULIAN KASSNER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-18-0276-W-1, May 15, 2024
AT-1221-18-0276-W-1
NP
1,462
https://www.mspb.gov/decisions/nonprecedential/Knowlin_Tredith_H_DC-0752-17-0703-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TREDITH H. KNOWLIN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-0752-17-0703-X-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Allison B. Eddy , Esquire, Virginia Beach, Virginia, for the appellant. Amanda E. Shaw , Esquire, Roanoke, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1In a June 22, 2023 compliance initial decision, the administrative judge found the agency in noncompliance with the Board’s February 15, 2023 final order reversing the appellant’s removal and ordering her restored to duty, with back pay and appropriate benefits. Knowlin v. Department of Veterans Affairs , 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). MSPB Docket No. DC-0752-17-0703-C-1, Compliance File, Tab 7, Compliance Initial Decision (CID); Knowlin v. Department of Veterans Affairs , MSPB Docket No. DC-0752-17-0703-I-1, Final Order (Feb. 15, 2023). For the reasons discussed below, we now find the agency in compliance and DISMISS the petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE ¶2On February 15, 2023, the Board affirmed the November 16, 2018 initial decision of the administrative judge, which in pertinent part had reversed the appellant’s removal and ordered the agency to restore her to duty and pay appropriate back pay and benefits. Final Order at 11-2. Following the appellant’s May 10, 2023 petition for enforcement of this order, the administrative judge issued a compliance initial decision on June 22, 2023, finding that although the agency had returned the appellant to duty, it had not paid her the required back pay and benefits. CID at 4-6. The administrative judge ordered the agency to submit evidence showing that it had paid appropriate back pay and benefits. CID at 6. ¶3In the compliance initial decision, the administrative judge informed the agency that, if it decided to take the actions required by the decision, it must submit to the Office of the Clerk of the Board, within the time limit for filing a petition for review under 5 C.F.R. § 1201.114(e), a statement that it had taken the actions identified in the compliance initial decision, along with evidence establishing that it had taken those actions. CID at 6-7; see 5 C.F.R. § 1201.183(a)(6)(i). She also informed the parties of their option to request Board review of the compliance initial decision by filing a petition for review by July 27, 2023, the date on which the findings of noncompliance would become final unless a petition for review was filed. CID at 7; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii), 1201.183(b). Neither party filed any submission with the Office of the Clerk of the Board within the time limit set 2 forth in 5 C.F.R. § 1201.114. Accordingly, pursuant to 5 C.F.R. § 1201.183(b)-(c), the administrative judge’s findings of noncompliance became final, and the appellant’s petition for enforcement was referred to the Board for a final decision on issues of compliance. Knowlin v. Department of Veterans Affairs, MSPB Docket No. DC-0752-17-0703-X-1 , Compliance Referral File (CRF), Tab 1. ¶4When the Board finds a personnel action unwarranted or not sustainable, it orders that the appellant be placed, as nearly as possible, in the situation she would have been in had the wrongful personnel action not occurred. House v. Department of the Army , 98 M.S.P.R. 530, ¶ 9 (2005). The agency bears the burden to prove its compliance with a Board order. Vaughan v. Department of Agriculture, 116 M.S.P.R. 319, ¶ 5 (2011). An agency’s assertions of compliance must include a clear explanation of its compliance actions supported by documentary evidence. Id. The appellant may rebut the agency’s evidence of compliance by making “specific, nonconclusory, and supported assertions of continued noncompliance.” Brown v. Office of Personnel Management , 113 M.S.P.R. 325, ¶ 5 (2010). ¶5On August 14, 2023, the agency responded to the acknowledgement order and submitted evidence that it had paid the appellant appropriate back pay, with interest, and benefits. CRF, Tab 2. The appellant has not responded to this submission, although the acknowledgement order informed her that if she did not respond to the agency’s submission within 20 calendar days, the Board might assume she was satisfied and dismiss her petition for enforcement. CRF, Tab 1 at 3. ¶6Accordingly, in view of the evidence submitted by the agency and the appellant’s lack of response, we find the agency in compliance and dismiss the petition for enforcement. This is the final decision of the Merit Systems Protection Board in this compliance proceeding. Title 5 of the Code of Federal Regulations, section 1201.183(c)(1) (5 C.F.R. § 1201.183(c)(1)). 3 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 4 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any 5 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s 6 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 8
Knowlin_Tredith_H_DC-0752-17-0703-X-1__Final_Order.pdf
2024-05-15
TREDITH H. KNOWLIN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DC-0752-17-0703-X-1, May 15, 2024
DC-0752-17-0703-X-1
NP
1,463
https://www.mspb.gov/decisions/nonprecedential/Tatum_Valerie_D_CH-0841-20-0082-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD VALERIE D. TATUM, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER CH-0841-20-0082-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Valerie D. Tatum , Detroit, Michigan, pro se. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal as barred under the doctrine of res judicata. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND The appellant filed an appeal of the July 17, 2019 final decision of the Office of Personnel Management (OPM) finding her ineligible for an annuity under the Federal Employees’ Retirement System (FERS) because she had requested and received a refund of her contributions. Initial Appeal File (IAF), Tab 1 at 3, 7-8. The administrative judge found that the issue of the appellant’s eligibility for a FERS annuity was fully litigated on the merits in a prior appeal in 2017, and that the decision in that appeal was final.2 IAF, Tab 8, Initial Decision (ID) at 5-6. He dismissed the current appeal as barred by the doctrine of res judicata.3 ID at 6. The initial decision informed the appellant that it would become final on March 3, 2020, unless a petition for review was filed by that date. ID at 6. The appellant filed a March 24, 2020 petition for review and an April 24, 2020 supplement. Petition for Review (PFR) File, Tabs 1-2, Tab 3 at 1. The Clerk of the Board informed the appellant, among other things, that her petition for review of the January 28, 2020 initial decision was untimely filed because it was not received in the Clerk’s office or postmarked on or before March 3, 2020. PFR File, Tab 3 at 2. The Clerk explained that the Board’s regulation required the appellant to file a motion to accept the filing as timely and/or waive the time 2 The administrative judge observed that in Tatum v. Office of Personnel Management , MSPB Docket No. CH-0841-17-0077-I-1, Initial Decision (Feb. 23, 2017), a Board administrative judge had ruled on the issues raised by the appellant in this appeal. IAF, Tab 3 at 1. That decision became the Board’s final decision when neither party filed a petition for review. In an order in this appeal, the administrative judge set forth the doctrines of res judicata and collateral estoppel, and ordered the appellant to submit evidence and argument establishing jurisdiction over her appeal, and addressing whether it was appropriate to dismiss the appeal based on the appellant’s 2017 appeal. Id. at 2-3. The appellant did not reply. 3 Although the administrative judge initially wrote that she dismissed the appeal for lack of jurisdiction, she clarified later in the decision that the appellant established jurisdiction over her appeal, and that OPM’s rescission of its final decision did not divest the Board of jurisdiction because OPM had made plain that it did not intend to issue a new decision. ID at 1, 4; IAF, Tab 7.2 limit for good cause.4 Id. The appellant filed a motion, “ask[ing] the Board to waive the time limit for good cause due to blindness and the COVID-19 virus.” PFR File, Tab 6 at 1. She provided contact information for her physicians and asserted that she would be sending “proof of blindness documents from [her] optometrist.” Id. at 2. She also asserted that she had missed surgical appointments due to the coronavirus closing major offices and transportation “limiting [her] from getting to [her] destination.” Id. With her reply to the agency’s response, the appellant includes notes from a March 5, 2020 examination by a physician. PFR File, Tab 7 at 2-4. DISCUSSION OF ARGUMENTS ON REVIEW A petition for review generally must be filed within 35 days after the date of the issuance of the initial decision or, if the party filing the petition shows that the initial decision was received more than 5 days after it was issued, within 30 days after the party received the initial decision. Palermo v. Department of the Navy, 120 M.S.P.R. 694, ¶ 3 (2014); 5 C.F.R. § 1201.114(e). The date of a filing submitted by mail is determined by the postmark date. 5 C.F.R. § 1201.4(l). The initial decision provided the appellant with notice that March 3, 2020, was the last day on which she could file a petition for review with the Board. ID at 6. The appellant does not allege that she failed to receive the initial decision or that she received it more than 5 days after it was issued on January 28, 2020. On March 24, 2020, via the U.S. Mail, the appellant filed a document with the Clerk of the Board updating her mailing address, and asserting that her filing was late due to financial hardship and the COVID-19 virus. PFR File, Tab 1 at 2. That document did not address the merits of the appellant’s appeal or allege error on the part of the administrative judge. PFR File, Tab 1. Nevertheless, the Clerk of the Board notified the appellant that the Board considered that March 24, 2020 4 The agency filed a response to the appellant’s petition for review. PFR File, Tab 5.3 filing as the appellant’s petition for review, and her April 24, 2020 pleading as a supplement to her petition for review. PFR File, Tab 2, Tab 3 at 1. Thus, the appellant filed her petition for review 21 days late. The Board will waive the filing deadline for a petition for review only upon a showing of good cause for the untimely filing. Palermo, 120 M.S.P.R. 694, ¶ 4; 5 C.F.R. §§ 1201.113(d), 1201.114(f). The party who submits an untimely petition for review has the burden of establishing good cause for the untimely filing by showing that she exercised due diligence or ordinary prudence under the particular circumstances of the case. Palermo, 120 M.S.P.R. 694, ¶ 4. To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of her excuse and her showing of due diligence, whether she is proceeding pro se, and whether she has presented evidence of the existence of circumstances beyond her control that affected her ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to her inability to timely file her petition. Moorman v. Department of the Army , 68 M.S.P.R. 60, 62-63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). Here, as noted, the appellant filed her petition for review 21 days late. While she is pro se and that weighs in favor of finding good cause, the initial decision clearly placed her on notice of the filing deadline, and the 21-day filing delay is not minimal. Bascom v. Department of the Navy , 101 M.S.P.R. 53, ¶ 9 (2006) (finding a 17-day filing delay not minimal); Allen v. Office of Personnel Management, 97 M.S.P.R. 665, ¶ 8 (2004) (finding a 14-day delay not minimal). In addition, the appellant has not presented evidence of the existence of circumstances beyond her control or unavoidable casualty or misfortune that affected her ability to comply with the time limits.5 5 Regarding the appellant’s claim that financial difficulties caused her filing delay, the appellant has not explained this argument further. In any event, financial difficulties do not constitute good cause for an untimely petition for review. Johnson v. Department of Veterans Affairs, 64 M.S.P.R. 257, 259 (1994), aff’d, 56 F.3d 81 (Fed. Cir. 1995)4 As noted above, the appellant cited her blindness and the coronavirus as the reason for the late filing of her petition for review. PFR File, Tab 6 at 1-2. To establish that an untimely filing was the result of an illness, the appellant must: (1) identify the time period during which she suffered from the illness; (2) submit medical evidence showing that she suffered from the alleged illness during that time period; and (3) explain how the illness prevented her from timely filing her appeal or a request for an extension of time. Lacy v. Department of the Navy , 78 M.S.P.R. 434, 437 (1998). The Clerk’s notice informed the appellant of these requirements. PFR File, Tab 3 at 9 n.3. However, the appellant’s health problems do not constitute good cause for her untimely filing, because, as explained below, her medical evidence does not explain how her health problems prevented her from filing a timely petition for review. See Alford v. Office of Personnel Management , 108 M.S.P.R. 414, ¶¶ 10-11 (2008) (finding that a doctor’s statement that the appellant was under his care did not establish good cause for her untimely petition for appeal based on illness, when the statement contained no explanation as to how the medical condition prevented the appellant from filing a timely appeal); Trachtenberg v. Department of Defense , 104 M.S.P.R. 640, ¶ 10 (2007) (finding no good cause for an untimely petition for review because the appellant failed to show that she suffered from a medical condition that affected her at the time of the filing deadline or during the entire period of the delay); Coleman v. U.S. Postal Service , 91 M.S.P.R. 469, ¶ 10 (2002) (same). The medical evidence the appellant submitted indicates that she was examined for age-related cataracts in both of her eyes on March 5, 2020. PFR File, Tab 7 at 2-4. The doctor’s notes indicate that the appellant’s vision has decreased over the past 5 years, but there is nothing therein, or elsewhere in the evidence, to indicate that the appellant experienced an acute episode concerning her vision that impeded her ability to file a petition for review during the time (Table).5 between the issuance of the initial decision on January 28, 2020, and March 3, 2020, when that initial decision became the Board’s final decision in this appeal. Id. Also, the appellant’s medical evidence does not explain her subsequent failure to file her petition for review during the time between her medical appointment on March 5, 2020, and the date she filed her petition, March 24, 2020. Thus, the medical evidence fails to support the appellant’s assertion that the delay in filing her petition for review was caused by her blindness. See Alford, 108 M.S.P.R. 414, ¶ 10; Lacy, 78 M.S.P.R. at 437. As for the appellant’s assertion that the shutdowns caused by COVID-19 and the coronavirus were responsible for her late filing, the chronology of events in the appellant’s home state of Michigan do not support her assertion. The Governor of Michigan declared a State of Emergency due to the coronavirus on March 10, 2020, and she issued a statewide stay -at-home order limiting nonessential travel, effective March 24, 2020. Executive Order 2020-21, https:// www.michigan.gov/whitmer/news/state-orders-and-directives/2020/03/23/ executive-order-2020-21 (last visited May 15, 2024). Because those orders were issued after the March 3, 2020 filing deadline for the appellant’s petition for review, they do not provide support for the appellant’s contention that the shutdown of major offices and transportation caused the delay in filing her petition for review. PFR File, Tab 6 at 2. Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the application of res judicata to the appellant’s entitlement to a FERS annuity. 6 NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any8 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s9 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Tatum_Valerie_D_CH-0841-20-0082-I-1__Final_Order.pdf
2024-05-15
VALERIE D. TATUM v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. CH-0841-20-0082-I-1, May 15, 2024
CH-0841-20-0082-I-1
NP
1,464
https://www.mspb.gov/decisions/nonprecedential/Miller_Robert_L_AT-0845-18-0666-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT LEE MILLER, JR., Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0845-18-0666-I-1 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Robert Lee Miller, Jr. , Jackson, Mississippi, pro se. Jane Bancroft , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed a final decision of the Office of Personnel Management (OPM). For the reasons discussed below, we GRANT the petition for review. We AFFIRM the administrative judge’s findings as to the existence and amount of the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). overpayment, but otherwise VACATE the initial decision. We REMAND the case to OPM for further adjudication in accordance with this Remand Order. BACKGROUND The essential undisputed facts as set forth in the initial decision are as follows: Effective November 17, 2001, the appellant was removed from his position as a Construction Representative with the Army Corps of Engineers. Initial Appeal File (IAF), Tab 23, Initial Decision (ID) at 2. Thereafter, he applied for and, on January 17, 2002, OPM authorized a refund of his retirement contributions for his Federal service from September 6, 1987, through November 17, 2001. Id. Effective April 7, 2002, the appellant’s removal was cancelled, he was returned to duty, and he was retroactively placed on leave without pay from November 17, 2001, through April 6, 2002. Id. The appellant continued working until he retired, effective September 30, 2014. Id. On March 3, 2015, OPM informed the appellant that his refund in the amount of $5,116.62 became erroneous once he was reinstated without a break in service. Id. The appellant requested reconsideration of OPM’s decision. IAF, Tab 8 at 10-20. On April 27, 2018, OPM issued a final decision, affirming its initial decision. Id. at 6-8. The appellant filed a Board appeal. IAF, Tab 1. After holding the appellant’s requested hearing, the administrative judge issued an initial decision, affirming OPM’s final decision as to the existence and amount of the overpayment. ID at 3-4. Regarding waiver, the administrative judge found that the Board lacks jurisdiction to consider whether the appellant was entitled to a waiver because OPM’s final decision did not address waiver of the erroneous payment. ID at 4-5. The appellant has filed a petition for review, which the agency has opposed. Petition for Review (PFR) File, Tabs 1, 4. 2 DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant argues that the administrative judge improperly denied his request to call a human resources representative as a witness at the hearing. PFR File, Tab 1 at 1. The appellant requested to call this witness to corroborate his contention that the refund was not erroneous because, following his termination, he was not reinstated without a break in service, but rather rehired as a new hire and never retroactively placed on leave without pay. IAF, Tab 10 at 1, Tab 13 at 1. The administrative judge denied this witness as not relevant. IAF, Tab 14 at 3. There is no evidence in the record indicating that the appellant objected to the administrative judge’s denial of this witness, and thus, he is precluded from doing so on review. See Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1988) (finding that the appellant’s failure to timely object to the administrative judge’s rulings on witnesses precluded his doing so on petition for review). Moreover, even if the appellant had preserved an objection, he has not shown that the administrative judge abused her discretion in disallowing the witness to the extent the appellant himself could have testified concerning the circumstances surrounding his reinstatement and/or any alleged inaccuracies in his Standard Form 50s or Individual Retirement Record. See Franco v. U.S. Postal Service , 27 M.S.P.R. 322, 325 (1985) (finding that an administrative judge has wide discretion to exclude witnesses when it has not been shown that their testimony would be relevant, material, and nonrepetitious). Although the appellant does not dispute the total amount of the refund, he appears to dispute the administrative judge’s finding regarding the current balance owed on the erroneous payment because he contends that the agency has been withholding funds from his monthly annuity. PFR File, Tab 1 at 1. We discern no error in the administrative judge’s finding that OPM proved by preponderant evidence the existence and amount of the erroneous payment of the refund in the amount of $5,116.62. ID at 3. The details concerning the amount OPM has collected and the remaining amount owed are not clear from the record3 before us. Nonetheless, findings regarding the current amount owed are beyond the scope of our review of the issues in OPM’s decision. Accordingly, we vacate the administrative judge’s findings in this regard. Regarding waiver, OPM maintained below that the appellant did not request waiver of the erroneous payment because he did not check the box on the form requesting reconsideration. IAF, Tab 8 at 4. OPM’s final decision states that the appellant did not complete a financial resources questionnaire, despite receiving two. Id. at 7. However, the record reflects that, with his request for reconsideration, the appellant submitted a partially completed financial resources questionnaire, in which he listed his total monthly income and expenses, as well as indicated that he had growing debts due to medical conditions and loans and would submit additional information at a later date. Id. 18-20. Accordingly, to the extent the record is somewhat ambiguous regarding whether the appellant requested a waiver, and in light of his current request for a waiver, we find it appropriate to remand the appeal to OPM for consideration of the issue. See, e.g., Murphy v. Office of Personnel Management , 103 M.S.P.R. 431, ¶ 19 (2006) (stating that the paramount concern in a retirement appeal is whether the appellant is entitled to the benefits she seeks, not how well she argues her case); Karker v. Office of Personnel Management , 80 M.S.P.R. 235, ¶ 9 (1998) (noting that the Board has placed a high priority on resolving retirement benefit cases on the merits); Bowers v. Office of Personnel Management, 41 M.S.P.R. 200, 203 (1989) (stating that the Board has jurisdiction to review only issues adjudicated by OPM in its final decision). ORDER For the reasons discussed above, we remand this case to OPM for further adjudication in accordance with this Remand Order. OPM shall issue a new final decision addressing waiver of the overpayment and, if applicable, the adjustment of a repayment schedule. OPM shall issue the4 new decision within 60 days of the date of this Order and in that decision shall advise the appellant of the right to file an appeal with the Board if he disagrees with that new decision. See 5 U.S.C. §§ 8347(d)(1), 8461(e)(1); 5 C.F.R. §§ 831.110, 841.308. Any such appeal must be filed consistent with the Board’s regulations. We ORDER the appellant to provide all necessary information that OPM requests to help it carry out the Board’s Order. See 5 C.F.R. § 1201.181(b). If OPM fails to issue the ordered decision within 60 days of the date of this order, the appellant may file a petition for enforcement with the regional or field office that issued the initial decision in this appeal. 5 C.F.R. § 1201.181(a). The petition should contain specific reasons why the appellant believes that OPM has not fully carried out the Board’s Order and should include the dates and results of any communications with OPM about its progress in issuing its final decision. 5 C.F.R. § 1201.182(a). Any petition for enforcement must be filed within 90 days of the date of this order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.5
Miller_Robert_L_AT-0845-18-0666-I-1__Remand_Order.pdf
2024-05-15
null
AT-0845-18-0666-I-1
NP
1,465
https://www.mspb.gov/decisions/nonprecedential/Ghorab_Nadia_A_AT-0841-19-0311-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD NADIA A. GHORAB, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0841-19-0311-I-2 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Magdy A. Ghorab , Rockledge, Florida, for the appellant. Karla W. Yeakle , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her appeal of the Office of Personnel Management’s (OPM) reconsideration decision denying her request for Federal Employees Health Benefits (FEHB) insurance coverage for her son. On petition for review, the appellant argues the merits of OPM’s reconsideration decision, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). requests that the Board provide her with an attorney, and appears to assert that the administrative judge erred in not holding her requested status conference. Petition for Review (PFR) File, Tab 1 at 2-5. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The administrative judge correctly dismissed for lack of jurisdiction the appellant’s appeal of OPM’s reconsideration decision denying her request for FEHB insurance coverage for her son as a disabled, dependent child incapable of self-support. Initial Appeal File, Tab 9, Initial Decision; see Rosano v. Department of the Navy , 699 F.2d 1315, 1319 (Fed. Cir. 1983) (stating that the FEHB regulations do not provide for review by the Board of “any insurance decision”); Chamblin v. Office of Personnel Management , 112 M.S.P.R. 266, ¶ 7 (2009) (“In general, claims concerning . . . [F]ederal employee health insurance programs are beyond the Board’s jurisdiction.”); Kearby v. Office of Personnel Management, 47 M.S.P.R. 34, 37 (1991) (stating that OPM determinations concerning health plan enrollment are final and not reviewable by the Board). Regarding the appellant’s request below for a status conference, to the extent she is claiming that the administrative judge erred or abused her discretion2 in not holding a status conference, the Board’s regulations do not entitle an appellant to a status conference and grant the administrative judge the discretion to determine whether a prehearing conference is necessary. See 5 C.F.R. § 1201.41(b)(12). The appellant has not demonstrated error or shown that the administrative judge abused her discretion. In any event, the appellant has not shown that any error on the part of the administrative judge prejudiced her substantive rights, and thus provides no basis to disturb the initial decision. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (finding that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). As noted above, the appellant also appears to request that the Board provide her with “support” with her appeal, noting that she has been unable to find an attorney on her own. PFR File, Tab 1 at 5. To the extent the appellant is requesting that the Board appoint or provide her with an attorney, it is the appellant’s obligation to secure representation, and the Board is not required by law, rule, or regulation to appoint counsel for an appellant. Grassell v. Department of Transportation , 40 M.S.P.R. 554, 564 (1989). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Ghorab_Nadia_A_AT-0841-19-0311-I-2__Final_Order.pdf
2024-05-15
NADIA A. GHORAB v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0841-19-0311-I-2, May 15, 2024
AT-0841-19-0311-I-2
NP
1,466
https://www.mspb.gov/decisions/nonprecedential/Heimrich_Garry_C_SF-844E-19-0622-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GARRY C. HEIMRICH, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-844E-19-0622-I-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Garry C. Heimrich , Salem, Oregon, pro se. Albert Pete Alston, Jr. , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal for failure to prosecute. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The appellant ostensibly alleges that the administrative judge abused her discretion in dismissing his appeal for failure to prosecute. Petition for Review (PFR) File, Tab 1 at 7-8. To this end, he seemingly avers that the administrative judge exhibited bias in adjudicating his appeal. Id. We find these assertions unavailing. As set forth in the initial decision, the appellant failed to appear at three scheduled prehearing conferences, he failed to file prehearing submissions as ordered by the administrative judge, and he did not respond to the administrative judge’s show cause order; thus, we find no abuse of discretion. Initial Appeal File, Tab 23, Initial Decision at 2-3. Indeed, the Board has upheld dismissals for failure to prosecute in similar situations. See, e.g., Leseman v. Department of the Army , 122 M.S.P.R. 139, ¶ 7 (2015) (finding that the administrative judge did not abuse her discretion when the appellant failed to appear at two conferences, failed to submit prehearing submissions, and failed to respond to an order to show cause). Moreover, insofar as the appellant’s broad allegations of bias are unsubstantiated by the record, the appellant has failed to rebut the presumption of honesty and integrity that accompanies all administrative adjudicators. See Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980) (explaining that conclusory allegations of bias are2 insufficient to rebut the presumption of the administrative judge’s honesty and integrity). The appellant contends that he did not have “enough money to be represented by [his] Representative.” PFR File, Tab 1 at 8 (punctuation as in original). However, the inability to afford an attorney does not excuse an appellant’s failure to comply with either an administrative judge’s order or Board regulations; thus, a different outcome is not warranted. See Miller v. U.S. Postal Service, 39 M.S.P.R. 18, 20 (1988) (finding that an appellant’s assertions that he was unable to afford an attorney and did not think he would be able to represent himself properly did not establish good cause to waive a filing time limit). The appellant seemingly challenges the merits of the underlying agency action. PFR File, Tab 1 at 8. However, because the merits of the underlying agency action are not determinative of the propriety of the administrative judge’s dismissal for failure to prosecute, see Bennett v. Department of the Navy , 1 M.S.P.R. 683, 688 (1980), we find these assertions unavailing. With his petition for review, the appellant provides a letter regarding the status of a separate legal matter. PFR File, Tab 1 at 9-11. Insofar as this information is not material to the outcome of this appeal, a different outcome is not warranted. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision). Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the5 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of6 petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Heimrich_Garry_C_SF-844E-19-0622-I-1__Final_Order.pdf
2024-05-15
GARRY C. HEIMRICH v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-844E-19-0622-I-1, May 15, 2024
SF-844E-19-0622-I-1
NP
1,467
https://www.mspb.gov/decisions/nonprecedential/Burwell_Tarria_A_DC-0831-22-0059-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TARRIA ANN BURWELL, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-22-0059-I-1 DATE: May 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Tarria Ann Burwell , Laurel, Maryland, pro se. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed the decision of the Office of Personnel Management (OPM) to deny her application for a survivor annuity under the Civil Service Retirement System (CSRS). For the reasons discussed below, we GRANT the appellant’s petition for 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). review, VACATE the initial decision, and REMAND this case to the Washington Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant is the surviving spouse of a CSRS retiree. The retiree was previously married, and he elected a CSRS survivor annuity at the time of his retirement in December 2006. Initial Appeal File (IAF), Tab 4 at 40-42. His first spouse died in August 2008, he notified OPM of her death, and he started to receive an unreduced annuity. Id. at 17, 33, 37. In December 2018, the retiree married the appellant and notified OPM of his remarriage. IAF, Tab 1 at 11, Tab 4 at 16. OPM sent him a January 2019 form informing him of his options to elect and receive information regarding a survivor annuity for his new spouse and to add her to his health insurance plan. IAF, Tab 1 at 11. He checked the box to add his new spouse to his health insurance plan, but he did not check the box indicating his interest in electing a survivor annuity for his new spouse and requesting OPM to provide information on making such an election. Id. According to the appellant, she and her deceased spouse called OPM multiple times to ascertain whether a survivor annuity was in place for her and OPM assured them that it had all the documentation. IAF, Tab 1 at 5, Tab 6 at 1-2, Tab 7 at 4, 9, 11. The retiree died in January 2020. IAF, Tab 4 at 14. In February 2020, the appellant filed an application with OPM for a CSRS survivor annuity. IAF, Tab 4 at 10-21. In April 2021, OPM issued its initial decision denying the appellant’s request on the ground that her deceased spouse had not filed an election to provide her with a survivor annuity within 2 years of their marriage. Id. at 8. The appellant then requested reconsideration with OPM. Id. at 5. In October 2021, OPM issued its reconsideration decision affirming its initial decision. IAF, Tab 1 at 7-8. The appellant filed a Board appeal challenging OPM’s determination that she was not entitled to a CSRS survivor annuity. IAF, Tab 1 at 4. She asserts2 that her deceased spouse did not check the box on the January 2019 form requesting more information on a survivor annuity because he had the information he needed, and he submitted forms to provide her with a survivor annuity. Id. at 5. She claims that they contacted OPM several times and were told that the election was in place and once the agency processed the paperwork, the annuitant’s monthly annuity would be reduced accordingly. IAF, Tab 1 at 4-5; Tab 6 at 2. Because the appellant withdrew her request for a hearing, the administrative judge issued an initial decision on the written record finding that the appellant failed to prove her entitlement to a CSRS survivor annuity and affirming OPM’s reconsideration decision. IAF, Tab 6 at 2, Tab 9, Initial Decision (ID) at 2, 6. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. She reiterates that her deceased spouse completed the forms to provide her with a survivor annuity and requests that the Board inspect the recordings of her telephone conversations with OPM representatives. Id. at 4-5. OPM has filed a response. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW In her petition for review, the appellant argues that the doctrine of respondent superior is applicable in her case. PFR File, Tab 1 at 5. The doctrine of respondent superior imposes liability upon an employer for the negligent acts of employees committed within the scope of their employment. Miller v. Department of Health and Human Services , 8 M.S.P.R. 249, 252 n.1 (1981). The appellant’s argument is better considered as a claim of equitable estoppel, i.e., OPM should be estopped from denying benefits based on the erroneous information provided to her and her deceased husband regarding her entitlement to a survivor annuity by one or more OPM employees. The administrative judge addressed this argument in the initial decision under the general rule of Office of Personnel Management v. Richmond , 496 U.S.3 414 (1990). ID at 5-6. However, he never fully apprised the appellant of the standard for equitable estoppel. Accordingly, remand is necessary in order to afford the appellant the opportunity to address this point. See Blaha v. Office of Personnel Management , 106 M.S.P.R. 265, ¶ 11 (2007) (remanding to address the issue of equitable estoppel because the appellant was not informed of the correct standard). To prove a claim of equitable estoppel against a Government agency, an appellant must show affirmative misconduct on the part of Government officials and her reasonable reliance on that misconduct. See Zacharin v. United States, 213 F.3d 1366, 1371 (Fed. Cir. 2000); Perez Peraza v. Office of Personnel Management, 114 M.S.P.R. 457, ¶ 9 (2010). The Board has repeatedly held that an agency’s negligent provision of misinformation does not constitute affirmative misconduct. Perez Peraza, 114 M.S.P.R. 457, ¶ 10; Scriffiny v. Office of Personnel Management , 108 M.S.P.R. 378, ¶¶ 12-13 (2008), overruled on other grounds by Nunes v. Office of Personnel Management , 111 M.S.P.R. 221, ¶ 15 (2009). On remand, t he parties should address whether the misinformation provided by the relevant government officials was knowing, and thus, affirmative misconduct, or mere negligence. Perez Peraza, 114 M.S.P.R. 457, ¶ 13; see Nunes, 111 M.S.P.R. 221, ¶ 19. The administrative judge should afford the parties the opportunity to submit evidence and argument on this issue. Among other things, the appellant should be afforded another opportunity to elect a hearing. Although the appellant previously waived her right to a hearing, she might change her mind after receiving a full and accurate notice of how to prove equitable estoppel.4 ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.5
Burwell_Tarria_A_DC-0831-22-0059-I-1__Remand_Order.pdf
2024-05-15
TARRIA ANN BURWELL v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-22-0059-I-1, May 15, 2024
DC-0831-22-0059-I-1
NP
1,468
https://www.mspb.gov/decisions/nonprecedential/Calhoun_Jeffrey_O_NY-844E-21-0145-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JEFFREY O. CALHOUN, JR., Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER NY-844E-21-0145-X-1 DATE: May 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jeffrey O. Calhoun, Jr. , Rochester, New York, pro se. Sherri A. McCall , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon , Vice Chairman FINAL ORDER ¶1On July 29, 2022, the administrative judge issued a compliance initial decision finding the Office of Personnel Management in noncompliance with a November 2, 2021 initial decision that directed the agency “to award and process the appellant’s disability retirement benefits within 60 days of this order” and “to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). inform the appellant of any additional information or action required of him to effect the processing, and to inform him of steps it takes to comply with this order.” Calhoun v. Office of Personnel Management , MSPB Docket No. NY- 844E-21-0145-C-1, Compliance File, Tab 4, Compliance Initial Decision (CID) at 1–2; Calhoun v. Office of Personnel Management , MSPB Docket No. NY-844E-21-0145-I-1, Initial Appeal File, Tab 9, Initial Decision at 6.2 Neither party petitioned for review of the compliance initial decision. See Calhoun v. Office of Personnel Management , MSPB Docket No. NY -844E-21-0145-X-1, Compliance Referral File (CRF), Tab 1 at 2. Accordingly, the appellant’s petition for enforcement has now been referred to the Board for a final decision on issues of compliance pursuant to 5 C.F.R. § 1201.183(c)(1). ¶2On September 8, 2022, the Office of the Clerk of the Board issued an acknowledgement order in the instant proceeding advising the parties that the petition for enforcement had been referred to the Board for a final decision and ordering the agency to submit evidence of compliance within 15 calendar days. CRF, Tab 1 at 3. The agency did not respond. Consequently, on January 26, 2023, the Clerk’s Office issued an order directing the agency to “file evidence of compliance with the Board’s order directing it to award and process the appellant’s disability retirement benefits” within 21 calendar days. CRF, Tab 2 at 2. The January 26, 2023 order advised the appellant that he could file a response within 21 days of the date of the agency’s compliance submission and that the appellant’s failure to respond could result in the Board assuming that the appellant is satisfied and dismissing the petition for enforcement. CRF, Tab 2 at 3. 2 The compliance initial decision did not include specific language directing the agency to comply with the November 2, 2021 initial decision. CID at 2–3. However, given that the appellant averred under penalty of perjury that the agency had not complied with either provision of the initial decision and that the administrative judge found that the agency had filed no evidence of compliance with the Board’s order for relief and granted the petition for enforcement on that basis, it is apparent that the administrative judge intended to order the agency to comply with the underlying initial decision. CID at 1–2. 2 DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE ¶3On January 30, 2023, the agency filed a response to the January 26, 2023 order, in which it represented that Mr. Calhoun had received a net retroactive payment of $49,100.48, for the period of November 11, 2019, through May 30, 2022. It further represented that it has paid Mr. Calhoun his Federal Employees Retirement System (FERS) annuity monthly since June 1, 2022, to date. CRF, Tab 3 at 4. The agency attached a printout to its compliance submission from its computer system with numbers that correspond to the dollar amounts in its response. CRF, Tab 3 at 6–7. The agency requests that the petition for enforcement be dismissed as moot because it is in compliance. CRF, Tab 3 at 4. The appellant has not filed a response to the agency’s submission, although the Board informed him that failure to do so might result in dismissal of his petition for enforcement. CRF, Tab 2 at 3. ¶4When an appellant files a petition for enforcement seeking compliance with a Board order, the agency has the burden to prove its compliance with the Board order by preponderant evidence. 5 C.F.R. § 1201.183(d). “Preponderant evidence” is “[t]he degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue.” 5 C.F.R. § 1201.4(q). The Board determines that the agency’s compliance submission meets this burden. Further, since the appellant has not responded to the agency’s assertions and evidence of compliance, the Board assumes he is satisfied. See Baumgartner v. Department of Housing and Urban Development , 111 M.S.P.R. 86, ¶ 9 (2009). ¶5Based upon the foregoing, the Board finds the agency in compliance and DISMISSES the petition for enforcement. This is the final decision of the Merit Systems Protection Board in this compliance proceeding. Title 5 of the Code of Federal Regulations, section 1201.183(c)(1) (5 C.F.R. § 1201.183(c)(1)). 3 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 4 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any 5 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s 6 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 8
Calhoun_Jeffrey_O_NY-844E-21-0145-X-1__Final_Order.pdf
2024-05-15
null
NY-844E-21-0145-X-1
NP
1,469
https://www.mspb.gov/decisions/nonprecedential/Welch_LanetteNY-0752-18-0154-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LANETTE WELCH, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER NY-0752-18-0154-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Chris Schirching , Amherst, New York, for the appellant. Roderick Eves and Lori L. Markle , Esquire, St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her constructive suspension appeal for lack of jurisdiction. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2In an initial decision issued on September 13, 2018, the administrative judge dismissed the appellant’s appeal of her alleged constructive suspension for lack of jurisdiction. Initial Appeal File (IAF), Tab 15, Initial Decision (ID) at 1, 7. The initial decision contained a notice that the decision would become final on October 18, 2018, unless a petition for review was filed by that date. ID at 7. The record reflects that the initial decision was sent to the appellant and her representative by electronic mail on September 13, 2018. IAF, Tab 16. ¶3On November 9, 2018, the appellant filed a petition for review. Petition for Review (PFR) File, Tab 1. The Office of the Clerk of the Board informed the appellant that her petition for review appeared to be untimely filed and afforded her 15 days to file a motion, signed under penalty of perjury, or an affidavit showing either that the petition was timely filed or that good cause existed to waive the filing deadline. PFR File, Tab 2 at 1-2. On November 16, 2018, the appellant filed a timely motion in which she requested that the Board waive the filing deadline for good cause shown. PFR File, Tab 3. The agency filed a response in opposition to the appellant’s motion. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW ¶4The Board’s regulations provide that a petition for review must be filed within 35 days after the date of issuance of the initial decision or, if the party shows she received the initial decision more than 5 days after it was issued, within 30 days of her receipt of the decision. 5 C.F.R. § 1201.114(e). The appellant has not alleged or established that she received the initial decision more than 5 days after it was issued. PFR File, Tab 1 at 3. Thus, the appellant’s petition for review should have been filed no later than October 18, 2018, the 35th day following the issuance of the initial decision. 5 C.F.R. § 1201.114(e). She filed it on November 9, 2018, twenty-two days past the filing deadline. PFR File, Tab 1.2 ¶5The Board will waive the filing deadline for a petition for review only upon a showing of good cause for the untimely filing. Palermo v. Department of the Navy, 120 M.S.P.R. 694, ¶ 4 (2014); 5 C.F.R. § 1201.114(g). The party who submits an untimely petition for review has the burden of establishing good cause for the untimely filing by showing that she exercised due diligence or ordinary prudence under the particular circumstances of the case. Palermo, 120 M.S.P.R. 694, ¶ 4. To determine whether a party has shown good cause, the Board will consider the length of the delay, the reasonableness of her excuse and the party’s showing of due diligence, whether she is proceeding pro se, and whether she has presented evidence of the existence of circumstances beyond her control that affected her ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to her inability to timely file her petition. Id. ¶6Here, the appellant’s petition for review was filed 22 days after the filing deadline. The Board has held that a nearly 3-week delay is significant. See Reaves v. Department of Veterans Affairs , 92 M.S.P.R. 352, ¶ 8 (2002) (finding an 18-day delay in filing a petition for review is significant). A significant delay weighs against a finding of good cause. ¶7In her signed statement, the appellant asserted that she believed that “[she] was supposed to appeal to [her employing agency],2 which [she] did on [October 24, 2018],” and that she “sent [two] follow up emails” to which the agency did not respond. PFR File, Tab 3 at 4. She further asserted that she sent a November 6, 2018 email to the District Human Resources Manager, who 2 The appellant claims that she “was instructed to [file] an appeal with [her employing agency].” PFR File, Tab 3 at 7. She does not identify the source of these instructions or describe the circumstances under which she received these instructions. Regardless, the initial decision afforded the appellant clear, accurate, and complete notice of her appeal rights. ID at 7-8.3 informed her in a November 7, 2018 response that she should have appealed the initial decision to the Board.3 PFR File, Tab 3 at 4, 6. ¶8The Board has declined to find good cause when, as here, the initial decision clearly notified the appellant of the procedures and time limit within which to file her petition for review. ID at 7-8; see Bonk v. Department of Homeland Security , 109 M.S.P.R. 210, ¶ 7, aff’d, 301 F. App’x 965 (Fed. Cir. 2008). The appellant’s failure to follow these instructions, which ultimately resulted in a misdirected filing, weighs against a finding of good cause, especially in light of the appellant’s representation by an attorney. See Nunn v. Department of Justice, 79 M.S.P.R. 368, ¶ 5 (1998) (stating that the appellant’s failure to follow the straightforward instructions in the initial decision, and her failure to file her petition for review with the Board in accordance with those unambiguous instructions, constitutes a failure to exercise due diligence or ordinary prudence). ¶9A petition for review misdirected at the employing agency, but otherwise timely, may be accepted by the Board.4 See Smith v. Department of Transportation, 17 M.S.P.R. 335, 336 n.* (1983) (finding that good cause was shown for a filing delay where a petition for review was timely filed with the employing agency and it was able to respond in a timely manner). Even if we were to consider her submission with her employing agency as her petition for review, however, the appellant asserts that she filed it on October 24, 2018, six days beyond the time limit. Thus, her filing was untimely, and it will not be 3 The copy of the email provided by the appellant shows that the District Human Resources Manager supplied the appellant with the address of the New York Field Office. PFR File, Tab 3 at 6. The impact of any misleading advice is negligible, given that the petition for review was already untimely when the appellant received such advice, and the appellant correctly filed it with the Office of the Clerk of the Board within 3 days of ascertaining that the filing had been misdirected. PFR File, Tab 1. 4 The Board has applied the same standard to an initial appeal misdirected to the employing agency within the filing period. See Sanford v. Department of Defense , 61 M.S.P.R. 207, 210 (1994) (finding that good cause was shown for a filing delay where an appellant timely but mistakenly mailed a copy of his appeal to his employing agency and then filed the petition with the Board as soon as he learned of his mistake). 4 excused any more than if the filing were late but properly directed at the Board. See Fleming v. U.S. Postal Service , 47 M.S.P.R. 409, 411 (1991) (observing that a perfected petition for review was improperly directed to the Office of Personnel Management but inexcusably late nonetheless). ¶10Accordingly, we dismiss the petition for review as untimely filed without good cause shown. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the constructive suspension appeal. NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.5 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you6 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: 7 Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.6 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 6 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 8 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Welch_LanetteNY-0752-18-0154-I-1__Final_Order.pdf
2024-05-14
LANETTE WELCH v. UNITED STATES POSTAL SERVICE, MSPB Docket No. NY-0752-18-0154-I-1, May 14, 2024
NY-0752-18-0154-I-1
NP
1,470
https://www.mspb.gov/decisions/nonprecedential/Snowden_Angela_T_AT-0353-18-0695-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANGELA T. SNOWDEN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER AT-0353-18-0695-I-1 DATE: May 14, 2024 THIS ORDER IS NONPRECEDENTIAL1 Angela T. Snowden , Silverhill, Alabama, pro se. Eric B. Fryda , Esquire, Plano, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her appeal of the agency’s denial of her request for restoration following her partial recovery from a compensable injury. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2In August 2018, the appellant, a Rural Carrier, filed a Board appeal alleging, among other things, that the agency failed to accommodate her shoulder injury with work inside the post office and that she was being forced to search for work outside of the agency. Initial Appeal File (IAF), Tab 1. In an August 23, 2018 acknowledgment order, the administrative judge informed the appellant that it appeared she was attempting to file a restoration appeal as a partially recovered employee and set forth the applicable law and burden of proof to establish Board jurisdiction over such an appeal. IAF, Tab 3 at 2. She ordered the appellant to file evidence and argument establishing jurisdiction within 15 days of the order and instructed the agency to submit an agency file containing, among other things, copies of all documents that were relevant and material to the appeal. Id. at 2, 10-11. The appellant did not respond to the administrative judge’s order. On September 11, 2018, the agency responded, arguing that it did not deny the appellant’s request for restoration and providing evidence showing that it offered the appellant a limited -duty assignment on January 29, 2018, which she did not accept. IAF, Tab 5 at 50-53. ¶3In an initial decision dated September 18, 2018, the administrative judge found that, although the appellant suffered a compensable injury, the agency did not deny her request for restoration as a partially recovered employee because it offered her a full-time, limited-duty position that appeared to be within her medical restrictions. IAF, Tab 6, Initial Decision (ID). Accordingly, she dismissed the appeal for lack of jurisdiction without holding the appellant’s requested hearing. ID at 1, 4. ¶4The appellant has timely filed a petition for review, and the agency has responded. Petition for Review (PFR) File, Tabs 1, 3.2 2 In addition to the evidence discussed below, the appellant has submitted with her petition for review copies of an October 11, 2017 work capacity evaluation and the January 29, 2018 limited-duty job offer, both of which are already contained in the record. IAF, Tab 5 at 48-50, 57; PFR File, Tab 1 at 4-7. Because these documents are2 ANALYSIS ¶5The Federal Employees’ Compensation Act and the implementing regulations of the Office of Personnel Management (OPM) at 5 C.F.R. part 353 provide, inter alia, that Federal employees who suffer compensable injuries enjoy certain rights to be restored to their previous or comparable positions. Kingsley v. U.S. Postal Service , 123 M.S.P.R. 365, ¶ 9 (2016); see 5 U.S.C. § 8151(b). Under OPM’s regulations, such employees have different substantive rights based on whether they have fully recovered, partially recovered, or are physically disqualified from their former or equivalent positions. Kingsley, 123 M.S.P.R. 365, ¶ 9 ; 5 C.F.R. § 353.301. Partially recovered employees, like the appellant, are those who, “though not ready to resume the full range” of duties, have “recovered sufficiently to return to part-time or light duty or to another position with less demanding physical requirements.” Cronin v. U.S. Postal Service, 2022 MSPB 13, ¶ 11; Kingsley, 123 M.S.P.R. 365, ¶ 9; 5 C.F.R. § 353.102. ¶6To establish jurisdiction over a claim of denial of restoration as a partially recovered employee, an appellant is required to make nonfrivolous allegations of the following: (1) she was absent from her position due to a compensable injury; (2) she recovered sufficiently to return to duty on a part-time basis or to return to work in a position with less demanding physical requirements than those previously required of her; (3) the agency denied her request for restoration; and (4) the denial was arbitrary and capricious because of the agency’s failure to not new, they do not provide a basis for granting the petition for review. See Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980) (stating that evidence that is already a part of the record is not new); 5 C.F.R. § 1201.115(d). The appellant has also submitted a July 27, 2018 letter from American Rehabilitation Consultant Services, Inc., pertaining to a search for new employment for the appellant since her employing agency was unable to offer her employment. PFR File, Tab 1 at 8. Because the appellant has not shown that this document is new and material, however, we will not consider it for the first time on review. See Cleaton v. Department of Justice , 122 M.S.P.R. 296, ¶ 7 (2015) (explaining that the Board generally will not consider evidence submitted for the first time on review absent a showing that it is new and material), aff’d, 839 F.3d 1126 (Fed. Cir. 2016); 5 C.F.R. § 1201.115(d) (same). 3 perform its obligation under 5 C.F.R. 353.301(d) .3 Cronin, 2022 MSPB 13, ¶ 12; Hamilton v. U.S. Postal Service , 123 M.S.P.R. 404, ¶ 12 (2016); 5 C.F.R. § 1201.57(a)(4), (b). Once an appellant establishes jurisdiction, she is entitled to a hearing at which she must prove the merits of her restoration appeal, i.e., all four of the above elements, by a preponderance of the evidence.4 Kingsley, 123 M.S.P.R. 365, ¶¶ 11-12; 5 C.F.R. § 1201.57(c)(4). ¶7The administrative judge found, and we agree, that the appellant satisfied the first and second jurisdictional elements because the record establishes that she suffered a compensable injury and that she recovered sufficiently to return to work in a position with less demanding physical requirements than those previously required of her. ID at 2; IAF, Tab 5 at 55-57. However, as to the third jurisdictional requirement, the administrative judge found that there was no denial of restoration because the agency submitted evidence showing that it offered the appellant a facially reasonable limited-duty assignment, which she did not accept. ID at 3. On review, the appellant argues that the limited -duty assignment offered by the agency was not within her medical restrictions and has submitted, for the first time on review, a March 21, 2018 letter from the Office of Workers’ Compensation Programs (OWCP) to the agency stating that the January 29, 2018 job offer was not within her medical restrictions and was not an appropriate offer. PFR File, Tab 1 at 1, 9. ¶8Generally, the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 214 (1980). Here, although the appellant has not shown that the OWCP letter was unavailable below, we find that it is appropriate to 3 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). 4 A preponderance of the evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q).4 consider the letter for the first time on review for the following reasons. First, the issue of jurisdiction is always before the Board and may be raised at any time. Stoglin v. Department of the Air Force , 123 M.S.P.R. 163, ¶ 7 (2015), aff’d, 640 F. App’x 864 (Fed. Cir. 2016); see Boechler v. Department of the Interior , 109 M.S.P.R. 542, ¶ 10 (2008) (observing that the Board has an interest in ensuring that jurisdictional determinations are correct), aff’d, 328 F. App’x 660 (Fed. Cir. 2009). Second, although it was the appellant’s burden to establish jurisdiction over her appeal, the OWCP letter reflects that the agency knew, or at least had evidence indicating, that its job offer was not within the appellant’s medical restrictions and was thus not a valid offer of restoration, despite its assertions to the contrary.5 See Montalvo v. U.S. Postal Service , 91 M.S.P.R. 671, ¶ 11 (2002) (finding it appropriate to consider evidence for the first time on review when, although it was the appellant’s burden to submit evidence regarding the timeliness of his appeal, the agency failed to disclose evidence contradicting its position that the appeal was untimely filed). Third, the appellant was not afforded a reasonable opportunity to respond to the agency’s evidence showing it had offered her a limited-duty assignment purportedly within her medical restrictions because the administrative judge issued the initial decision 7 days after the agency sent its response file to the appellant by regular U.S. mail.6 IAF, Tab 5 at 58, ID at 1; see Nevins v. U.S. Postal Service , 107 M.S.P.R. 595, ¶ 17 5 The OWCP letter is addressed to the agency and was presumably in its possession at the time it submitted its response file below. PFR File, Tab 1 at 9. However, the agency did not provide a copy of this letter and instead maintained that the January 29, 2018 job offer deprived the Board of jurisdiction. IAF, Tab 5 at 7-8. An agency has an obligation to come forward with relevant evidence in its possession and may not conceal evidence that would change the result in a case . Hamilton v. Merit Systems Protection Board , 75 F.3d 639, 648 (Fed. Cir. 1996). The United States Court of Appeals for the Federal Circuit and the Board have uniformly condemned such agency inaction as gamesmanship. Id.; Williams v. Equal Employment Opportunity Commission, 75 M.S.P.R. 144, 149 (1997). 6 Assuming 5 days for mailing, the appellant received the agency’s response on or about September 16, 2018—only 2 days before the administrative judge issued the initial decision. See 5 C.F.R. § 1201.4(l). 5 (2008) (considering new evidence on review because the appellant was not informed of the evidentiary conflict until she received the agency’s submission on the date the record closed); 5 C.F.R. § 1201.59(c) (providing that additional evidence may be considered after the close of the record if it is in rebuttal to new evidence or argument submitted by the other party just before the record closed). Accordingly, we will consider the OWCP letter for the first time on review. ¶9The March 21, 2018 OWCP letter reflects that OWCP determined that the agency’s January 29, 2018 limited-duty job offer exceeded the appellant’s medical restrictions and that it was not an appropriate offer of restoration. PFR File, Tab 1 at 9. Although the agency questions on review whether the OWCP claims examiner sufficiently reviewed the limited-duty job offer, PFR File, Tab 3 at 5-6, the Board is bound by OWCP’s suitability determination. Paszko v. U.S. Postal Service, 119 M.S.P.R. 207, ¶ 9 (2013); see New v. Department of Veterans Affairs , 142 F.3d 1259, 1264 (Fed. Cir. 1998) (holding that decisions on the suitability of an offered position are within the exclusive domain of OWCP and that it is that agency, not the employing agency or the Board, with the requisite expertise to evaluate whether a position is suitable in light of that employee’s particular medical condition). Accordingly, we find that the January 29, 2018 limited-duty job offer was outside of the appellant’s medical restrictions and was tantamount to a denial of restoration. See Paszko, 119 M.S.P.R. 207, ¶ 9. The appellant has thus nonfrivolously alleged that the agency denied her request for restoration. ¶10Although we find that the appellant has satisfied the first, second, and third jurisdictional requirements in this partial restoration appeal, we are unable to make a determination about the fourth jurisdictional element at this time. A fter the initial decision in this appeal was issued, the Board issued Cronin, 2022 MSPB 13, which clarified when a denial of restoration may be arbitrary and6 capricious.7 In Cronin, the Board explained that, in considering the fourth jurisdictional element, the issue before the Board is limited to whether the agency failed to comply with the minimum requirement of 5 C.F.R. § 353.301(d), i.e., to search within the local commuting area for vacant positions to which it can restore a partially recovered employee and to consider her for any such vacancies. Cronin, 2022 MSPB 13, ¶ 20. The Board in Cronin further held that, contrary to its prior suggestion in Latham v. U.S. Postal Service , 117 M.S.P.R. 400, ¶¶ 12-16 (2012), overruled by Cronin , 2022 MSPB 13, ¶¶ 20-21, claims of prohibited discrimination or reprisal cannot serve as an “alternative means” of showing that a denial of restoration was arbitrary and capricious. Cronin, 2022 MSPB 13, ¶ 21. ¶11Because the existing record is devoid of evidence or argument regarding whether the agency’s denial of restoration was arbitrary and capricious, we remand the matter to the regional office to provide the parties notice and an opportunity to further develop the record. If the appellant makes a nonfrivolous allegation regarding the fourth jurisdictional element, she is entitled to the hearing she requested on the merits of her claim. 7 Because the Board issued Cronin while this appeal was pending, it is given retroactive effect and applies to this appeal. See Desjardin v. U.S. Postal Service , 2023 MSPB 6, ¶ 18 n.8. 7 ORDER ¶12For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order.8 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 8 In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order.8
Snowden_Angela_T_AT-0353-18-0695-I-1__Remand_Order.pdf
2024-05-14
ANGELA T. SNOWDEN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. AT-0353-18-0695-I-1, May 14, 2024
AT-0353-18-0695-I-1
NP
1,471
https://www.mspb.gov/decisions/nonprecedential/Martens_Michael_D_SF-0845-19-0337-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL D. MARTENS, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0845-19-0337-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Zedie E. Ramage , Fresno, California, for the appellant. Alison Pastor and Jane Bancroft , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the reconsideration decision of the Office of Personnel Management (OPM) denying his request for a waiver of the overpayment of his disability retirement annuity benefits under the Federal Employees’ Retirement System. On petition for review, the appellant does not dispute the existence or the amount of 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the overpayment; instead, he alleges that (1) the overpayment was not his fault, (2) the overpayment caused him to incur increased tax liability, and (3) OPM did not participate in either the prehearing conferences or the hearing. Petition for Review File, Tab 1 at 1-4. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Martens_Michael_D_SF-0845-19-0337-I-1__Final_Order.pdf
2024-05-14
MICHAEL D. MARTENS v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0845-19-0337-I-1, May 14, 2024
SF-0845-19-0337-I-1
NP
1,472
https://www.mspb.gov/decisions/nonprecedential/Laber_StanNY-0831-19-0130-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD STAN LABER, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER NY-0831-19-0130-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Stan Laber , Albany, New York, pro se. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal for lack of jurisdiction because the Office of Personnel Management (OPM) had not issued a final decision. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review as moot, as OPM issued a final decision concerning the subject of the appeal after the initial decision was issued. 5 C.F.R. § 1201.113(b). On April 15, 2019, the appellant filed a Board appeal regarding the commencement date of his Civil Service Retirement System (CSRS) annuity. Initial Appeal File (IAF), Tab 1 at 4. In response to the acknowledgment order, OPM moved to dismiss the appeal for lack of Board jurisdiction based on the fact that it had not yet issued a final decision regarding the matter. IAF, Tab 4. In a response to OPM’s motion, the appellant argued that OPM did not intend to issue a final decision and the Board should retain jurisdiction over the appeal. IAF, Tab 5. In response to the administrative judge’s order inquiring whether OPM intended to issue a final decision in this matter, and if so, when such a decision would be issued, OPM stated that it intended to issue a final decision within 14 days of its July 29, 2019 response. IAF, Tabs 6-7. That same day, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 8, Initial Decision (ID) at 1-2. On August 22, 2019, the appellant filed the instant petition for review alleging that OPM still had not issued a final decision despite stating that it would, and complaining that he has been trying to resolve his dispute with OPM for 4 years. Petition for Review (PFR) File, Tab 1 at 3-6. OPM filed a response2 to the appellant’s petition, asserting that on July 31, 2019, it issued a final appealable decision that changed the appellant’s annuity commencement date. PFR File, Tab 4 at 4. OPM also included a copy of the July 31, 2019 final decision addressed to the appellant, as well as a computation sheet reflecting the new annuity commencement date and the resulting underpayment. Id. at 5-6. Because it appeared that OPM had issued a final appealable decision regarding the CSRS annuity commencement issue, the Office of the Clerk of the Board issued an order instructing the appellant to provide evidence and argument explaining why his appeal should not be dismissed as moot based on OPM’s issuance of a final decision. PFR File, Tab 5. In a response to the order, the appellant questioned the validity of OPM’s final decision letter and appeared to suggest that satisfactory relief has not been granted.2 PFR File, Tab 6 at 4-5. Generally, the Board has jurisdiction over OPM determinations affecting an appellant’s rights or interests under CSRS only after OPM has issued a final or reconsideration decision. 5 U.S.C. § 8347(d); Smith v. Office of Personnel Management, 114 M.S.P.R. 395, ¶ 8 (2010); 5 C.F.R. § 831.110. As an exception to this general rule, however, the Board may assert jurisdiction over an appeal concerning a retirement matter in which OPM has refused or improperly failed to issue a final decision. Okello v. Office of Personnel Management , 120 M.S.P.R. 498, ¶ 14 (2014). The administrative judge properly found that the Board did not have jurisdiction over the appeal, as OPM had not issued a final decision at the time the initial decision was issued, but stated that it intended to do so in short order. ID at 2; IAF, Tab 7 at 3. The appeal has now been rendered moot based on the fact that OPM has submitted evidence demonstrating that it has issued a final appealable decision and provided the appellant with Board appeal rights. 2 The appellant also argues on review that the administrative judge erred in failing to rule on his request for class certification. PFR File, Tab 6 at 4-5; see 5 C.F.R. § 1201.27. Because we conclude that this appeal has been rendered moot by OPM’s issuance of a final appealable decision in this case, we need not address whether the administrative judge erred in failing to rule on the appellant’s request for class certification.3 PFR File, Tab 4 at 5. Accordingly, the appellant’s petition for review is denied as moot.3 NOTICE OF APPEAL RIGHTS4 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 3 If the appellant is still dissatisfied with OPM’s reconsideration decision, he may file a new Board appeal challenging that decision with the appropriate regional or field office. See 5 U.S.C. § 8347(d); 5 C.F.R. § 831.110. However, any new appeal would be subject to timeliness considerations and we make no representation about the timeliness of any potential appeal. See 5 C.F.R. § 1201.22(b)(1). 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file5 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 6 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Laber_StanNY-0831-19-0130-I-1__Final_Order.pdf
2024-05-14
STAN LABER v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. NY-0831-19-0130-I-1, May 14, 2024
NY-0831-19-0130-I-1
NP
1,473
https://www.mspb.gov/decisions/nonprecedential/Talley_Keith_F_AT-1221-19-0132-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KEITH FRANKLIN TALLEY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-19-0132-W-1 DATE: May 14, 2024 THIS ORDER IS NONPRECEDENTIAL1 Keith Franklin Talley , Nunnelly, Tennessee, pro se. Charles Andrew Bates , Louisville, Kentucky, for the agency. Lois F. Prince , Nashville, Tennessee, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). VACATE the initial decision, and REMAND the case to the Atlanta Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant, a GS-06 Program Assistant for the agency’s Tennessee Valley Healthcare System (TVHS) in Nashville, Tennessee, contends that the agency did not select him for numerous positions in reprisal for protected whistleblowing activity. Initial Appeal File (IAF), Tab 1 at 7. Beginning in 2012, he raised concerns both inside and outside the agency that the agency violated 5 C.F.R. § 300.605 by failing to credit his service in higher-graded legislative branch positions as time in those grades when not selecting him for various vacancies. E.g., IAF, Tab 1 at 11, Tab 9 at 7, 9, 11, 18-19. In March 2018, the agency agreed, at least as to some of the vacancies for which it did not select the appellant. IAF, Tab 6 at 14. Specifically, it determined that the appellant’s higher-graded legislative service was initially not credited in its review of the applications. Id. The agency concluded that the error and associated eligibility certificates were corrected prior to referral to the hiring official. Id. The appellant disputes their conclusion. Id. at 4. With his appeal, the appellant submitted copies of the complaint he filed with the Office of Special Counsel (OSC) and the letter in which OSC notified him of his right to seek corrective action from the Board. IAF, Tab 1 at 8-16, Tab 6 at 11-13. The administrative judge provided the appellant with notice of how to establish jurisdiction over his appeal. IAF, Tab 2. In response, the appellant alleged that, in reprisal for his alleged protected disclosures of the agency’s errors as to his time-in-grade, the agency continued to find that he did not meet the time-in-grade requirement for numerous positions. IAF, Tab 6 at 4, Tab 9 at 4. He also claimed that he had disclosed that the agency had enrolled veterans seeking care at TVHS into the Choice Program, under the Veterans2 Access, Choice, and Accountability Act of 2014, without seeking their permission. IAF, Tab 6 at 4-5. On the written record, and without elaboration, the administrative judge found that the appellant had “exhausted his administrative remedy before OSC with respect to the alleged protected disclosures and personnel actions he raised before OSC.” IAF, Tab 11, Initial Decision (ID) at 3. He then found that the appellant made a nonfrivolous allegation that the agency had repeatedly not selected him following his protected disclosure that, in previous nonselections, it had ignored the requirements of 5 C.F.R. § 300.605 concerning his time-in-grade. ID at 3-5. Nevertheless, because the appellant had failed to conclusively identify any management official involved in those nonselections that also had any knowledge of his disclosures, the administrative judge found that the appellant failed to make a nonfrivolous allegation that his protected disclosures were a contributing factor in his nonselections. ID at 5-7. Thus, the administrative judge dismissed the appeal for lack of jurisdiction. ID at 7. In his petition for review, the appellant identifies several specific individuals that he alleges were aware of his protected disclosures considering prohibited personnel practices and inappropriately enrolling veterans into the Choice Program. Petition for Review (PFR) File, Tab 1 at 4-7. He provides additional documentation in support of his arguments. Id. at 8-21. The agency has responded to the appellant’s petition for review, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The appellant established jurisdiction over his claim that the agency did not select him in reprisal for his disclosure that, in previous nonselections, it had ignored the requirements of 5 C.F.R. § 300.605 concerning his time-in-grade. Under the Whistleblower Protection Enhancement Act of 2012, the Board has jurisdiction over an IRA appeal if the appellant has exhausted his administrative remedies before OSC and makes nonfrivolous allegations that3 (1) he made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a). Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). Once an appellant establishes jurisdiction over his IRA appeal, he is entitled to a hearing on the merits of his claim, which he must prove by preponderant evidence. Id. If the appellant proves that his protected disclosure or activity was a contributing factor in a personnel action taken against him, the agency is given an opportunity to prove, by clear and convincing evidence, that it would have taken the same personnel action in the absence of the protected disclosure. Id. (citing 5 U.S.C. § 1221(e)(1)-(2)). The administrative judge found that the appellant exhausted his administrative remedy before OSC without identifying the alleged disclosures and personnel actions the appellant raised before OSC. ID at 3. He then determined that the appellant had made a protected disclosure, finding that a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the appellant could reasonably conclude that he disclosed a violation of law, rule, or regulation, concerning the agency’s alleged failure to properly credit his time served in the legislative branch. ID at 3-4 (citing Lachance v. White , 174 F.3d 1378, 1381 (Fed. Cir. 1999)). Next, he found that the nonselections the appellant claimed qualified as personnel actions under whistleblower statutes. ID at 5 (citing Ruggieri v. Merit Systems Protection Board , 454 F.3d 1323, 1327 (Fed. Cir. 2006) (finding that a nonselection is a personnel action for the purposes of an IRA appeal)); IAF, Tab 1 at 14-15. The parties do not dispute these findings, and we discern no reason to disturb them. Nevertheless, the administrative judge found that the appellant failed to make a nonfrivolous allegation that his protected disclosures were a contributing factor in a personnel action because he failed to conclusively identify any4 management official involved in any of the alleged nonselections that knew of his disclosures. ID at 6. Because the appellant failed to make a nonfrivolous allegation that his protected disclosures were a contributing factor in a personnel action, the administrative judge dismissed his IRA appeal for lack of jurisdiction. ID at 7. The administrative judge used an incorrect standard to evaluate the appellant’s assertion that his disclosure was a contributing factor in his nonselections. When the personnel action at issue is a nonselection, an appellant can meet his burden to receive a hearing on his whistleblowing claim without specifically identifying which management officials were responsible for the reprisal. Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 16 (2016). Thus, the appellant’s assertion that agency officials did not select him in reprisal for his protected disclosures is a nonfrivolous allegation that his disclosures were a contributing factor in the agency’s decisions. Id. Accordingly, he has established jurisdiction over his IRA appeal, and we must remand the appeal for a hearing on the appellant’s whistleblowing claim. The appellant did not exhaust his administrative remedy before OSC with respect to his alleged disclosure concerning the Choice Program. An employee is required to seek corrective action from OSC before seeking corrective action from the Board, and the Board may only consider those disclosures of information that the appellant raised before OSC. Ormond v. Department of Justice , 118 M.S.P.R. 337, ¶ 5 (2012); Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). An appellant may demonstrate exhaustion through his initial OSC complaint, evidence that he amended the original complaint, including but not limited to OSC’s determination letter and other letters from OSC referencing any amended allegations, and the appellant’s written responses to OSC referencing the amended allegations. Mason, 116 M.S.P.R. 135, ¶ 8.5 The administrative judge found that the appellant exhausted his administrative remedy with respect to the alleged protected disclosures and personnel actions he raised before OSC. ID at 2-3; IAF, Tab 1 at 14-15. Although the initial decision did not specifically identify the disclosures the appellant exhausted, the administrative judge only considered the appellant’s disclosure concerning the agency’s alleged violation of 5 C.F.R. § 300.605. ID at 3-4. He did not discuss the appellant’s claim that he made a protected disclosure that the agency inappropriately enrolled veterans in the Choice Program without their knowledge. IAF, Tab 6 at 4-5. The appellant reiterates that claim on review. PFR File, Tab 1 at 4. With his petition for review, he provides additional documentation concerning, among other things, the Choice Program. Id. at 7-9.2 The administrative judge advised the appellant of how to demonstrate exhaustion of his administrative remedies before OSC. IAF, Tab 3 at 2. Nevertheless, the appellant provided no evidence indicating that he raised his disclosure concerning the Choice Program before OSC, either below or on review. His OSC complaint solely identifies the disclosure concerning 5 C.F.R. § 300.605 and does not mention any disclosure concerning the Choice Program. IAF, Tab 1 at 8-13. OSC’s closing letter similarly restricts its findings 2 Under 5 C.F.R. § 1201.115, the Board will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 214 (1980). The appellant makes no such showing. Nevertheless, because the documents that the appellant submits on review, PFR File, Tab 1 at 7-21, Tab 4 at 7-14, do not show that the appellant exhausted his administrative remedies before OSC on his purported disclosure concerning the Choice Program, even if we were to consider them, the documents do not demonstrate that the administrative judge erred in tacitly finding that the appellant failed to establish that he had exhausted this disclosure. To the extent that these documents address the contributing factor issue pertaining to his disclosures concerning the agency’s alleged violation of 5 C.F.R. § 300.605, PFR File, Tab 1 at 6, 10-21, Tab 4 at 7-14, because we have found that the appellant established jurisdiction over this claim, we find it unnecessary to address these documents. On remand, the appellant may resubmit these documents, as appropriate, as evidence in support of the merits of his appeal. 6 to the appellant’s alleged disclosure concerning the agency’s alleged violation of 5 C.F.R. § 300.605. Id. at 14-16; IAF, Tab 6 at 11-13. Thus, the appellant failed to establish that he exhausted this disclosure before OSC. To the extent that, by raising this purported disclosure on review, the appellant intends to challenge the administrative judge’s tacit finding that he failed to exhaust this disclosure, because he fails to demonstrate in his petition for review that he raised the issue before OSC, such a challenge must fail. In conclusion, we find that the appellant has made nonfrivolous allegations of fact sufficient to establish jurisdiction over his claim that the agency did not select him in reprisal for his disclosures that it failed to properly credit his time-in-grade under 5 C.F.R. § 300.605, and he is entitled to a hearing on the merits. Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5. Accordingly, we vacate the initial decision and remand the case to the Atlanta Regional Office for further adjudication consistent with this Order. ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order.3 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 3 In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order.7
Talley_Keith_F_AT-1221-19-0132-W-1__Remand_Order.pdf
2024-05-14
KEITH FRANKLIN TALLEY v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-19-0132-W-1, May 14, 2024
AT-1221-19-0132-W-1
NP
1,474
https://www.mspb.gov/decisions/nonprecedential/Schacht_ElizabethDE-1221-19-0041-W-6__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ELIZABETH SCHACHT, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DE-1221-19-0041-W-6 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 J. Cathryne Watson , Esquire, and Caroline Whitlock , Esquire, Washington, D.C., for the appellant. Robert C. Burlison III , Esquire, San Antonio, Texas, for the agency. Rheanna Felton , Denver, Colorado, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The agency has filed a petition for review and the appellant has filed a cross petition for review of the initial decision, which granted the appellant’s request for corrective action in this individual right of action (IRA) appeal with respect to a negative proficiency report and performance pay but denied the appellant’s 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 request for corrective action regarding several other alleged personnel actions. Generally, we grant petitions such as these only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that neither party has established any basis under section 1201.115 for granting the petition or cross petition for review. Therefore, we DENY the petition for review and the cross petition for review. Except as expressly MODIFIED to clarify the appropriate corrective action, we AFFIRM the initial decision. BACKGROUND ¶2The appellant was most recently employed with the agency as a Physician. Schacht v. Department of Veterans Affairs , MSPB Docket No. DE-1221-19-0041- W-1, Initial Appeal File (IAF), Tab 1 at 1. In 2018, she filed a complaint with the Office of Special Counsel (OSC) alleging that the agency had engaged in whistleblower reprisal by taking a number of personnel actions against her. Id. at 85-86. After OSC closed its investigation, the appellant filed the instant IRA appeal. Id. at 1-5. Over the next several years, the administrative judge dismissed and then re-docketed the appeal multiple times as the parties developed the voluminous written record. IAF, Tab 116; Schacht v. Department of Veterans Affairs, MSPB Docket No. DE-1221-19-0041-W-2, Appeal File (W-2 AF), Tab 80; Schacht v. Department of Veterans Affairs , MSPB Docket No. DE-1221- 3 19-0041-W-3, Appeal File (W-3 AF), Tab 11; Schacht v. Department of Veterans Affairs, MSPB Docket No. DE-1221-19-0041-W-4, Appeal File, Tab 11; Schacht v. Department of Veterans Affairs , MSPB Docket No. DE-1221-19-0041-W-5, Appeal File, Tab 7; Schacht v. Department of Veterans Affairs , MSPB Docket No. DE-1221-19-0041-W-6, Appeal File (W-6 AF), Tab 1. ¶3Based on the written record,2 the administrative judge determined that the appellant presented nine alleged disclosures and nine alleged retaliatory personnel actions, i.e., Disclosures 1-9 and Personnel Actions 1-9. IAF, Tab 20 (recognizing eight alleged disclosures and eight alleged personnel actions), Tab 46 (recognizing a ninth alleged disclosure and a ninth alleged personnel action). He found that the appellant met the exhaustion requirement and presented the requisite nonfrivolous allegations to establish jurisdiction over all but Disclosure 3 and Personnel Action 3.3 IAF, Tab 46. Disclosures 1-2 and 4-9 covered a number of topics, such as scheduling and staffing, diversion of controlled substances, inadequate care, and unsafe clinical practices. E.g., W-6 AF, Tab 32, Initial Decision (ID) at 7-8. Personnel Actions 1-2 and 4-9 ranged from a change in duties to the suspension of clinical privileges and removal from service. ID at 8-9.4 ¶4Turning to the merits of her claims, the administrative judge found that the appellant proved by preponderant evidence that Disclosures 4-7 and 9 were protected.5 ID at 12-14, 16-17. He then found that the appellant proved by preponderant evidence the existence of Personnel Actions 4 and 6-8, and that they 2 The appellant waived her right to a hearing. W-6 AF, Tab 3 at 1. 3 According to the appellant, Disclosure 3 was one in which she revealed that she was assigned to supervise new residents, which was a deviation from internal policy, while Personnel Action 3 concerned officials soliciting negative reports about the appellant from others. IAF, Tab 20 at 4-5, 7. The administrative judge found that the appellant did not present nonfrivolous allegations for Disclosure 3 and did not prove the exhaustion element for Personnel Action 3. Id. at 7, 11-13. He therefore found that the Board lacked jurisdiction over those matters. Id. 4 As will become apparent, only some of these alleged disclosures and personnel actions remain disputed, so we need not recount them in their entirety. 4 were the kinds of personnel actions covered under the whistleblower protection statute.6 ID at 23-27. The administrative judge next considered the contributing factor requirement. He found that the appellant proved that Disclosures 4-5 were a contributing factor in Personnel Actions 4 and 6-8, while Disclosure 9 was a contributing factor to just Personnel Action 8.7 ID at 31-32. ¶5For those claims for which he found that the appellant presented a prima facie case of reprisal—Disclosures 4-5 and 9, and Personnel Actions 4 and 6-8— the administrative judge shifted the burden to the agency to show by clear and convincing evidence that it would have taken the same personnel actions absent the appellant’s protected disclosures. He found that the agency proved that it would have taken Personnel Actions 4, 6, and 8 in the absence of the appellant’s whistleblowing. ID at 36-52. However, he found that the agency failed to meet its burden as to Personnel Action 7. ID at 52-57. Consequently, the administrative judge granted corrective action regarding that personnel action. ID at 57. ¶6The agency has filed a petition for review. Schacht v. Department of Veterans Affairs , MSPB Docket No. DE-1221-19-0041-W-6, Petition for Review (PFR) File, Tab 4. The appellant has filed a response to the agency’s petition, PFR File, Tab 18, and the agency replied, PFR File, Tab 20. The appellant has 5 Conversely, the administrative judge found that the appellant did not meet her preponderant evidence burden for Disclosures 1, 2, and 8. ID at 9-12, 15-16. He determined that the appellant did not prove that the alleged disclosures were protected, but also that the appellant did not prove them as a factual matter. Id. 6 Conversely, the administrative judge found that the appellant did not prove by preponderant evidence that Personnel Action 1 was a qualifying personnel action under the statute or prove it as a factual matter. ID at 17-19. He found that Personnel Action 2 was not a qualifying personnel action, ID at 19-23, and that the appellant did not prove Personnel Action 5 as a factual matter, ID at 24-26. For Personnel Action 9, the administrative judge found that the appellant failed to prove wrongdoing that amounted to a hostile work environment and covered personnel action. ID at 27-29. 7 The administrative judge concluded that the appellant did not prove that Disclosures 6-7 were a contributing factor to any personnel action. ID at 32-35. 5 filed a cross petition for review. PFR File, Tab 17. The agency has filed a response to the appellant’s cross petition for review.8 PFR File, Tab 21. DISCUSSION OF ARGUMENTS ON REVIEW ¶7Under the Whistleblower Protection Enhancement Act of 2012, the Board has jurisdiction over an IRA appeal if the appellant has exhausted her administrative remedies before OSC and makes nonfrivolous allegations that (1) she made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a). Williams v. Department of Defense , 2023 MSPB 23 ¶ 8; Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). Once an appellant establishes jurisdiction over her IRA appeal, she must prove her claim by preponderant evidence. Williams, 2023 MSPB 23, ¶ 8; Salerno, 123 M.S.P.R. 230, ¶ 5. ¶8If the appellant proves, by preponderant evidence, that her protected disclosure or activity was a contributing factor in a personnel action taken against her, the agency is given an opportunity to prove, by clear and convincing evidence, that it would have taken the same personnel action in the absence of the protected disclosure or activity. Turner v. Department of Agriculture , 2023 MSPB 25, ¶ 12; Salerno, 123 M.S.P.R. 230, ¶ 5. In making that determination, the Board will consider all the relevant factors, including the following: (1) the strength of the agency’s evidence in support of its action; (2) the existence and strength of any motive to retaliate on the part of the agency officials involved in the decision; and (3) any evidence that the agency takes 8 The appellant filed a motion asking for permission to submit a reply brief concerning her cross petition for review and the agency’s response. PFR File, Tab 25. That request is denied. See 5 C.F.R. § 1201.114(a) (listing the pleadings allowed on review and noting that no other pleading will be accepted unless the Board grants leave for the additional pleading). 6 similar actions against employees who did not engage in such protected activity, but who are otherwise similarly situated. Carr v. Social Security Administration , 185 F.3d 1318, 1322 -23 (Fed. Cir. 1999); Karnes v. Department of Justice , 2023 MSPB 12, ¶ 24. The Board does not view these factors as discrete elements, each of which the agency must prove by clear and convincing evidence. Rather, the Board will weigh the factors together to determine whether the evidence is clear and convincing as a whole. Karnes, 2023 MSPB 12, ¶ 24. ¶9The arguments presented on review are numerous but limited to the following alleged disclosures and personnel actions: the appellant reasserts that Disclosures 1, 2, and 8 were protected, and she disputes the administrative judge’s conclusion that the agency rebutted her prima facie case of reprisal for Personnel Actions 6 and 8. PFR File, Tab 17. Meanwhile, the agency argues that the administrative judge erred regarding his grant of corrective action for Personnel Action 7. PFR File, Tab 4. Because it makes more analytical sense, we have largely addressed the arguments raised in the appellant’s cross petition for review before addressing the agency’s petition for review. The administrative judge correctly found that the appellant did not show by preponderant evidence that Disclosures 1, 2, and 8 were protected. ¶10The administrative judge found that the appellant did not meet her burden of proof for Disclosure 1, ID at 9-10, Disclosure 2, ID at 10-12, or Disclosure 8, ID at 14-16, which have the common thread of involving disclosures about personnel scheduling or attendance. The appellant disagrees. PFR File, Tab 17 at 18-23. ¶11A protected disclosure is one which the employee “reasonably believes evidences: (i) any violation of any law, rule, or regulation; or (ii) gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety.” 5 U.S.C. § 2302(b)(8). The proper test for determining whether an employee had a reasonable belief that her disclosure was protected is whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee could 7 reasonably conclude that the disclosure evidenced one of the circumstances described in 5 U.S.C. § 2302(b)(8). Cooper v. Department of Veterans Affairs , 2023 MSPB 24, ¶ 14. The disclosures must be specific and detailed, not vague allegations of wrongdoing. Gabel v. Department of Veterans Affairs , 2023 MSPB 4, ¶ 6. ¶12Given the nature of the appellant’s assertions on review, we additionally note the following about the types of disclosures that are protected under the statute. For an alleged disclosure about a substantial and specific danger to public health or safety, the Board must consider the following to determine whether a disclosed danger is substantial and specific enough to warrant protection under the whistleblower protection statute: (1) the likelihood of harm resulting from the danger; (2) when the alleged harm may occur; and (3) the nature of the harm, i.e., the potential consequences. Chambers v. Department of the Interior, 602 F.3d 1370, 1376 (Fed. Cir. 2010). For an allegation of gross mismanagement to be protected, the matter disclosed must be more than de minimis wrongdoing or negligence; the matter disclosed must be a management action or inaction that creates a substantial risk of a significant adverse impact on the agency’s ability to accomplish its mission. Salazar v. Department of Veterans Affairs, 2022 MSPB 42, ¶ 24. Disclosure 1 ¶13The administrative judge characterized Disclosure 1 as one involving an allegation that the appellant informed her Deputy Chief of Staff, on July 25, 2017, that a particular physician was providing fraudulent information to Human Resources, falsely claiming that he was still working in a particular unit. ID at 7, 9. But the administrative judge found that the emails and deposition testimony the appellant cited in support of this allegation did not prove that the appellant made any such disclosure. ID at 9-10 (referencing W-2 AF, Tab 15 at 6-7, 13; W-6 AF, Tab 18 at 115-17). Consequently, the administrative judge concluded that the appellant did not prove Disclosure 1 as a factual matter. ID at 10. He 8 also concluded that the alleged disclosure was too vague to be protected under the statute. Id. ¶14On review, the appellant characterizes Disclosure 1 somewhat differently than the administrative judge, alleging that she revealed a physician’s failure to fulfill his duties, critical staffing shortages, and a risk that the agency would lose a certain accreditation. PFR File, Tab 17 at 19. She directs us to several pieces of evidence. Id. at 19-20 (referencing W-2 AF, Tab 14 at 30-48, 54, Tab 15 at 6-7, 13, 15-17, 28, Tab 16 at 4-8; W-6 AF, Tab 18 at 109, 116-17). However, we do not find that this evidence warrants a different result. Most notably, the referenced evidence shows that a colleague accepted a move into a new position as of July 23, 2017, W-2 AF, Tab 14 at 30-48, Tab 15 at 15-16, that the appellant sent a letter a couple of days later, citing this, a broader staff shortage, and other considerations as she requested appointment to interim chief of her unit, W-2 AF, Tab 15 at 6-7, 13, and that the appellant’s colleague expressed various administrative and staffing concerns about the unit in August 2017, while there was ongoing confusion about whether he could change positions, W-2 AF, Tab 15 at 28, Tab 16 at 4-7. None of this demonstrates that the appellant made a protected disclosure. ¶15Although the appellant disclosed her general belief that the departure of her colleague would add to the unit’s understaffing and may threaten a certain accreditation for the unit, her message contains little in terms of detail. W -2 AF, Tab 15 at 6-7, 13. The disclosure was speculative and nonspecific. See Herman v. Department of Justice , 193 F.3d 1375, 1378-80 (Fed. Cir. 1999) (finding that a psychologist did not disclose a substantial and specific danger to public safety under the Whistleblower Protection Act when he speculated that the prison camp’s failure to have a suicide watch room on the premises was potentially dangerous for suicidal inmates), abrogated on other grounds by Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1372 n.1 (Fed. Cir. 2001). The appellant did not, for example, indicate that her departing colleague would not be 9 replaced, nor did she disclose that understaffing had already or was likely to result in imminent or significant harm to patients. Cf. Wilson v. Department of Veterans Affairs , 2022 MSPB 7, ¶¶ 37-40 (finding that an appellant reasonably believed she disclosed a substantial and specific danger to public health and safety when she revealed equipment breakdowns that prevented medical equipment from being sterilized in a timely manner); Chavez v. Department of Veterans Affairs , 120 M.S.P.R. 285, ¶¶ 19-20 (2013) (reaching the same conclusion regarding a disclosure that medical carts were not cleaned and restocked at shift change because harm could result directly from delays in providing immediate treatment or careful monitoring to patients who needed it). We are therefore not persuaded by the appellant’s assertion that Disclosure 1 was protected because it revealed her reasonable belief of a substantial and specific danger to public health or safety. PFR File, Tab 17 at 19-20. We are similarly unpersuaded by the appellant’s cursory suggestion that this disclosure also revealed false documentation on the part of the departing colleague about his duty status within their unit. PFR File, Tab 17 at 20. While other correspondence from other officials calls into question his duty status and availability to transfer from one position to another, the appellant has not pointed us to any evidence showing she disclosed this or anything similar that might rise to the level of a protected disclosure. W -2 AF, Tab 15 at 6-7, 13. Disclosure 2 ¶16For Disclosure 2, the appellant alleged that she informed her Deputy Chief of Staff, on or around July 25, 2017, that her colleagues had created a fraudulent schedule falsely indicating that they were providing clinical care when they were not. ID at 7, 11. But the administrative judge found that the associated evidence the appellant relied upon did not prove that she actually made such a disclosure. ID at 11-12 (referencing W-2 AF, Tab 15 at 8; W-6 AF, Tab 18 at 15, 135-40). He concluded that the appellant did not prove that she made Disclosure 2, and that, in any event, the alleged disclosure was too vague to be protected. ID at 12. 10 ¶17On review, the appellant argues that she disclosed her colleagues’ misleading schedule, and that the administrative judge relied too heavily on the absence of the words “fraud” or “falsehood” in finding that her disclosure was not proven as a factual matter or that it was not protected. According to the appellant, her disclosure speaks for itself, without the inclusion of those words. PFR File, Tab 17 at 21-22 (referencing W-2 AF, Tab 15 at 8-12, Tab 17 at 12, Tab 21 at 91, 107; W-6 AF, Tab 18 at 135-36, 195-248). We disagree. ¶18We have reviewed the administrative judge’s findings, along with all the appellant’s arguments and referenced evidence on review, but we find no reason to conclude that the administrative judge erred on this point. The limited evidence we located regarding Disclosure 2 seems to show that the appellant verbally spoke to an agency official about staffing in her unit, including something the appellant identified as an anomaly. But the recipient of this information testified that he did not even understand what the appellant was talking about at the time. W-6 AF, Tab 18 at 135-36. And the document the appellant claims to have provided him is mostly just a list of dates and names, without explanation. W-2 AF, Tab 15 at 8-12. The appellant has referred us to other evidence, spanning the year after what she alleged as Disclosure 2, which shows that other officials discussed policy requirements about scheduling and their conclusion that some physicians violated those policies. W-2 AF, Tab 17 at 12, Tab 21 at 91, 107. However, the appellant has not proven that she disclosed the same. She has not, for example, directed us to any sworn testimony by her or others indicating that her July 2017 interaction with the Deputy Chief of Staff included her alleging the same kinds of policy violations later identified by other agency officials. Disclosure 8 ¶19For Disclosure 8, the appellant alleged that she provided management with a copy of emails, on or around April 11, 2018, further demonstrating that her colleagues had engaged in a fraudulent staffing scheme. ID at 8, 15. But the 11 administrative judge found that the evidence the appellant relied upon did not prove that she made the disclosure alleged. ID at 15-16 (referencing W-2 AF, Tab 21 at 5-9, 13-42). He further found that the alleged disclosure was too vague to be protected. ID at 16. ¶20On review, the appellant argues that the administrative judge erred in finding Disclosure 8 unproven and not protected. PFR File, Tab 17 at 22-23 (referencing W-2 AF, Tab 17 at 12-13). As with the previous disclosures, we are unpersuaded. The evidence to which the appellant has referred on review are emails from other agency officials about scheduling policies. W-2 AF, Tab 17 at 12-13. They are not emails or other evidence showing that the appellant made a disclosure, or that she relayed someone else’s disclosure. ¶21More broadly, the appellant’s arguments about Disclosures 1, 2, and 8 are unavailing for similar reasons. The record before us demonstrates that the appellant raised some general staffing and scheduling concerns. It also shows that, at some point, other officials concluded that physicians had not been following certain scheduling policies. However, the appellant has not pointed us to evidence proving that she disclosed this or anything else that rose to the level of a protected disclosure under the whistleblower protection statute. The appellant has not shown error in the administrative judge’s conclusion that the agency proved by clear and convincing evidence that it would have taken Personnel Actions 4, 6, and 8 in the absence of the appellant’s protected disclosures. ¶22To recall, the administrative judge found that the appellant presented a prima facie case of reprisal regarding Disclosures 4, 5, and 9, and Personnel Actions 4 and 6-8. ID at 31-32. He then found that the agency rebutted that prima facie case of reprisal for Personnel Actions 4, 6, and 8, ID at 35-52, but not Personnel Action 7, ID at 52-57. In her cross petition for review, the appellant challenges just the administrative judge’s conclusion as to Personnel Actions 6 and 8. She does not challenge the administrative judge’s conclusion as to 12 Personnel Action 4. Our analysis will focus on the personnel actions raised on review and the appellant’s arguments regarding those personnel actions. ¶23For the sake of context, Disclosures 4, 5, and 9 include an August 2017 letter from the appellant and many others expressing concern that a particular nurse might be diverting controlled substances, the appellant’s December 2017 complaint that a colleague was depriving patients of essential lab work and pain medication, and an April 2018 letter in which the appellant responded to an investigation about her conduct with assertions that other anesthesiologists were engaging in unsafe clinical practices.9 ID at 7-8, 12-13, 16-17. Meanwhile, Personnel Action 6 was the February 2018 suspension of the appellant’s privileges, and Personnel Action 8 was her August 2018 removal from service. ID at 9, 26-27. ¶24For additional context, it is worth noting that the appellant challenged the revocation of her privileges and her removal from service through an internal Disciplinary Appeals Board (DAB) while simultaneously pursuing this IRA appeal. W-3 AF, Tab 5 at 11-18. Long before the initial decision in this IRA appeal, the DAB collected evidence, held a hearing, and issued the DAB decision, which concluded that each of the agency’s allegations were substantiated. Id. The DAB recommended upholding the agency’s decisions to revoke the appellant’s privileges and remove her from service. Id. ¶25The evidence in this appeal largely consists of the evidence collected and considered by the DAB. The administrative judge relied on the same as he found that the agency rebutted the appellant’s prima facie case of reprisal for Personnel Action 6, ID at 39-44, and Personnel Action 8, ID at 45-52. ¶26Among other things, the administrative judge concluded that the evidence in support of Personnel Action 6 was strong because it showed that the agency suspended the appellant’s privileges in response to an unprecedented number of complaints about various aspects of her conduct from a wide range of sources. 9 The April 2018 letter was prepared by the appellant’s attorney. 13 This included complaints from 16 medical residents at the University of Colorado, which resulted in the University’s December 2017 decision to no longer allow the appellant to supervise its medical residents. ID at 40 (referencing, e.g., W-2 AF, Tab 36 at 132-33; W-6 AF, Tab 12 at 18). The administrative judge reached a similar conclusion about the strength of the evidence in support of Personnel Action 8, finding that each specification underlying the appellant’s removal was supported by extensive evidence ranging from the sworn statements of numerous colleagues to the appellant’s own admissions. ID at 45-52 (referencing, e.g., W-6 AF, Tab 12 at 20-21, 59-62, 227, 260). The administrative judge also determined that the agency had some limited motive to retaliate for the appellant’s whistleblowing, ID at 40, 51, and that the record was devoid of evidence regarding any similarly situated nonwhistleblowers for purposes of comparison, ID at 41-44, 51. ¶27On review, the appellant disagrees with the administrative judge’s conclusion that the agency met its burden regarding Personnel Actions 6 and 8. Her arguments include ones about new evidence and res judicata, PFR File, Tab 17 at 9-11, the strength of the agency’s evidence, id. at 26-32, and similarly situated nonwhistleblowers, id. at 12-17, 23-26. New evidence and res judicata ¶28The appellant’s first argument regarding the administrative judge’s conclusion that the agency met its clear and convincing evidence burden is that the administrative judge failed to consider new and material evidence she submitted after the close of record but before the initial decision’s issuance. PFR File, Tab 17 at 9-11 (referencing W-6 AF, Tab 30).10 According to the appellant, that evidence shows that the Colorado Medical Board considered, but rejected, the 10 The close of record for this appeal was set for March 25, 2022. W-6 AF, Tab 10 at 1. The documents the appellant is relying on for this argument are decisions by the Colorado Medical Board in the months that followed that date. W-6 AF, Tab 30. So, the appellant is correct to identify that evidence as evidence that was unavailable at the time the record closed. 14 same allegations underlying Personnel Actions 6 and 8 in a proceeding regarding the revocation of the appellant’s medical license. Id. The appellant argues that this warrants a conclusion contrary to the ones reached by the administrative judge, who found that the evidence in support of those personnel actions was strong. Id. (referencing ID at 40, 45-51). She further argues that we should apply res judicata to Personnel Actions 6 and 8 based on the Colorado Medical Board decision. Id. at 11-12. ¶29We acknowledge that the initial decision does not mention the Colorado Medical Board decision. However, the fact that the administrative judge did not mention all the evidence does not mean that he did not consider it in reaching his decision. Marques v. Department of Health and Human Services , 22 M.S.P.R. 129, 132 (1984), aff’d, 776 F.2d 1062 (Fed. Cir. 1985) (Table). In any event, even if the administrative judge should have but failed to consider this evidence, which was submitted after the scheduled close of record, we are not persuaded that it warrants a different result. ¶30The evidence shows that the agency permanently revoked the appellant’s clinical privileges for alleged wrongdoing, W-6 AF, Tab 30 at 13-15, that the Colorado Medical Board received notice of this and gave the appellant an opportunity to respond for purposes of her medical license in October 2022, id. at 9-12, and that the Colorado Medical Board dismissed the matter in December 2022, citing “insufficient grounds to warrant the commencement of formal disciplinary proceedings as required by the provisions of Colorado law,” id. at 17.11 The Colorado Medical Board’s dismissal did not provide further comment or analysis. Id. It did not, for example, substantively discuss the allegations or describe whether it reviewed any associated evidence. Id. ¶31Without more, it seems that the Colorado Medical Board summarily dismissed the matter because it had little or no evidence aside from the document 11 The evidence seems to indicate that the Colorado Medical Board followed these same steps and reached the same conclusion once before, in 2021, regarding some of the same alleged wrongdoing. W-6 AF, Tab 30 at 19-24. 15 indicating that the appellant lost her privileges, as compared to the DAB and the administrative judge in this IRA appeal, who had extensive evidence to consider. Thus, while the appellant suggests that the Colorado Medical Board decision requires a particular result in this whistleblower reprisal appeal, we disagree. It does not persuade us that the administrative judge erred in finding that the agency’s evidence in support of Personnel Actions 6 and 8 was strong. ¶32We are also unmoved by the appellant’s invocation of res judicata. Among other things, the appellant has not given us any basis to conclude that the Colorado Medical Board decision was one on the merits or that the agency was a party or privy in the matter. For those reasons, res judicata is inapplicable. See Peartree v. U.S. Postal Service , 66 M.S.P.R. 332, 337 (1995) (recognizing that res judicata precludes parties from relitigating issues that were, or could have been, raised in the prior action, and is applicable if: (1) the prior judgment was rendered by a forum with competent jurisdiction; (2) the prior judgment was a final judgment on the merits; and (3) the same cause of action and the same parties or their privies were involved in both cases). Strength of the agency’s evidence ¶33The appellant next presents a handful of arguments that implicate the first Carr factor under the agency’s burden, i.e., the strength of the agency’s evidence in support of Personnel Actions 6 and 8. PFR File, Tab 17 at 26-29. This includes assertions that the agency did not prove the allegations underlying her removal, id. at 29-31, and that the administrative judge did not properly analyze the penalty of removal, id. at 31-32. ¶34To illustrate, the appellant describes a number of actions the agency could have taken to counsel or otherwise support her, short of suspending her privileges and removing her from service. Id. at 27-28. She also contends that the agency violated internal procedures involving the timeliness of it reviewing her suspension of clinical privileges. Id. at 28. In another example, the appellant disputes the allegations underlying her removal by referring us to discrete 16 passages from the DAB decision, such as ones in which the DAB indicated that the appellant “doesn’t lack competence.” Id. at 29-31 (referencing, e.g., W-3 AF, Tab 5 at 11). But the appellant’s arguments are not especially persuasive, especially when viewed in light of the DAB’s conclusion that the allegations levied against the appellant were substantiated, that the appellant should have her privileges revoked, and that she should be removed from service. Although we have considered each of the appellant’s arguments as to the strength of the agency’s evidence in support of its personnel actions, we are unmoved. We instead agree with the administrative judge’s thorough and well-reasoned analysis, some of which we discussed above, which found that the agency’s evidence in support of Personnel Actions 6 and 8 was quite strong. ID at 39-40, 44-51. Comparators ¶35The appellant next disputes the administrative judge’s conclusion that a certain colleague was also a whistleblower and therefore not an appropriate comparator for purposes of the agency’s burden under the third Carr factor, PFR File, Tab 17 at 13-16, 23-25, and she argues that the administrative judge erred by denying a motion to compel regarding evidence about that issue, id. at 16-17. These arguments are also not persuasive. The administrative judge concluded that the referenced colleague was not a valid comparator for the third Carr factor because the colleague had engaged in whistleblowing, just like the appellant. ID at 41; see Siler v. Environmental Protection Agency , 908 F.3d 1291, 1299 (Fed. Cir. 2018) (finding that the Board erred in considering the treatment of similarly situated whistleblowers under the third Carr factor). But he nevertheless discussed this colleague’s alleged misconduct and found that, even if considered as a comparator, the circumstances of that individual’s employment and separation from the agency would not warrant a different result. ID at 41-43, 51-52. We discern no basis for deciding otherwise. 17 ¶36The appellant has gone to great lengths to argue that this colleague’s disclosures would not be protected under the whistleblower statute, and to imply that the colleague was treated more favorably because “the [a]gency never revoked his privileges or removed him.” PFR File, Tab 17 at 17, 23-25. However, on the latter point, there is more to the story than the appellant has acknowledged. Among other things, the agency suspended this colleague of the appellant in 2018 based on one inappropriate interaction with a coworker, it suspended his privileges in 2019 after a complaint involving patient care, and the colleague then resigned in 2020 as management officials began the process to remove him. W-2 AF, Tab 20 at 7; W-6 AF, Tab 13 at 364. So, even if we were to agree with the appellant’s arguments that this colleague was not a whistleblower and is a valid comparator for Carr factor three, the appellant has not established that the agency’s treatment of him would meaningfully detract from the conclusion that it would have suspended the appellant’s privileges and removed her in the absence of her whistleblowing. Nor has the appellant shown that the administrative judge abused his discretion by denying the appellant’s motion to compel additional evidence beyond that which the agency had already provided about this and any other potential comparator. See Wagner v. Environmental Protection Agency , 54 M.S.P.R. 447, 452 (1992) (holding that the Board will not reverse an administrative judge’s rulings on discovery matters absent an abuse of discretion), aff’d, 996 F.2d 1236 (Fed. Cir. 1993) (Table). ¶37The appellant separately argues that the administrative judge erred by rejecting several other nonwhistleblowers as comparators for purposes of the third Carr factor based on the dissimilarity between their misconduct and that of the appellant. PFR File, Tab 17 at 12-13, 16, 25-26. But the appellant has not substantively and persuasively shown that these were valid comparators or that the administrative judge erred in his analysis of at least 10 individuals that the parties had identified for consideration. See W-2 AF, Tab 72 at 10-14. To illustrate, the appellant’s petition summarily states that the conduct underlying 18 the suspension of her privileges and her removal from service was common for all anesthesiologists. PFR File, Tab 17 at 12, 16. Yet the appellant has not directed us to any supportive evidence. The appellant also states that no other clinicians who lost their authority to supervise medical residents suffered the same suspension of privileges and removal from service that she did. Id. at 16. But again, she has not pointed us to any substantive evidence about those individuals. Without more, the appellant has not established that the administrative judge erred with respect to comparator nonwhistleblowers. More broadly, she has not shown that the administrative judge erred in finding that the agency met its burden of rebutting her prima facie case of reprisal for Personnel Actions 6 and 8. The administrative judge correctly considered the appellant’s performance pay in concert with Personnel Action 7. ¶38The agency’s petition for review argues that the administrative judge erred by granting corrective action regarding performance pay in concert with Personnel Action 7 because the appellant did not exhaust the matter with OSC and because the administrative judge did not make a jurisdictional finding about any such claim. PFR File, Tab 4 at 25-31. The agency further argues that the administrative judge’s order of corrective action must be reversed because it was based in part on an erroneous finding that the agency had not already provided the appellant with performance pay for the relevant period. Id. at 31-33. In support of this latter argument, the agency submitted evidence that it asks the Board to consider for the first time on review. Id. at 33-34. Put more simply, the agency’s argument is twofold: the appellant’s performance pay was not properly before the Board for adjudication, and even if it was, the agency already provided her with that performance pay. ¶39As mentioned above, to establish Board jurisdiction over an IRA appeal, an appellant must prove by preponderant evidence that she exhausted administrative remedies with OSC before seeking corrective action from the Board. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. An appellant may 19 demonstrate exhaustion through their initial OSC complaint, other correspondence with OSC, or other sufficiently reliable evidence, such as an affidavit or declaration. Id., ¶ 11. The substantive requirements of exhaustion are met when an appellant has provided OSC with a sufficient basis to pursue an investigation. Id., ¶ 10. The purpose of the exhaustion requirement is to give OSC the opportunity to take corrective action before involving the Board in the case. Id. Thus, the Board’s jurisdiction in an IRA appeal is limited to those issues that have been raised with OSC. Id. ¶40The administrative judge first identified Personnel Action 7 as the agency’s request that the appellant sign a negative proficiency report. He initially found that the appellant did not exhaust this claim with OSC. IAF, Tab 20 at 8. But the administrative judge later reversed course, based on some correspondence the appellant submitted between herself and OSC. IAF, Tab 35 at 6 (referencing IAF, Tab 16 at 56, Tab 17 at 4). That correspondence explicitly discussed a proficiency report that the appellant characterized as “fraudulent” and “defamatory,” but it makes no mention of performance pay or awards. IAF, Tab 16 at 56. However, while analyzing Personnel Action 7 in the initial decision, the administrative judge recognized that testimony from two agency officials indicated that the proficiency report is what the agency uses to determine physician performance pay. ID at 52 (referencing W-6 AF, Tab 12 at 847, 1013). ¶41The agency argues that there is a meaningful distinction between the negative proficiency report and the performance pay that the administrative judge implicitly found to be one and the same for purposes of exhaustion with OSC and Board jurisdiction. PFR File, Tab 4 at 27-28. The agency further argues that, although the appellant may have raised her proficiency report with OSC, she did not raise her performance pay with OSC, so the Board lacks jurisdiction to grant corrective action regarding the latter. Id. at 28-29.12 12 While the appellant has filed a response to the agency’s petition, she has not substantively responded to this argument. The appellant has not, for example, referred us to any other correspondence in which she raised the issue of performance pay with 20 ¶42As further detailed in the initial decision, the appellant’s supervisor completed the appellant’s fiscal year 2017 (FY 17) proficiency report on October 31, 2017, rating her performance as “low satisfactory.” W-2 AF, Tab 45 at 5-6. This is the report the appellant described to OSC as “fraudulent,” “defamatory,” and not given to her until much later, on March 15, 2018. IAF, Tab 16 at 56-57, 86-87; W-6 AF, Tab 18 at 42. The appellant’s supervisor also completed and signed a performance pay form, dated November 7, 2017, recommending that the appellant’s performance pay be set at $12,750. W-2 AF, Tab 45 at 8; W-6 AF, Tab 12 at 1027-30. But the form is not signed by the “approving official.” W-2 AF, Tab 45 at 8. Thus, it seems that the form was not further acted upon, at least not at that time. ¶43Months later, on March 27, 2018, a new supervisor was in place and completed a new performance pay form for FY 17, recommending that the appellant receive no performance pay, “based on FY 17 [p]roficiency.” W-2 AF, Tab 45 at 7. On this form and elsewhere, he explicitly cited the prior supervisor’s proficiency report, stating that it “seems to preclude any” pay for performance, despite the prior supervisor’s recommendation for performance pay. W-2 AF, Tab 20 at 50, 81-83. Unlike the earlier one, the March 27, 2018 performance pay form is signed by an approving official. W-2 AF, Tab 45 at 7. ¶44To the agency’s point, it is true that the appellant complained to OSC about the October 2017 proficiency report by her original supervisor, without mentioning either of the two performance pay forms that followed. Compare IAF, Tab 16 at 56-57, 86-87, with W-2 AF, Tab 45 at 7. But it is also true that the appellant’s description to OSC about the proficiency report included her complaint that she only received that report in March 2018, which coincides with the second performance pay form indicating that she should receive no OSC, nor has she articulated how the proficiency report and performance pay might be related. PFR File, Tab 18 at 4-5. Instead, the appellant summarily states that the administrative judge reached the correct conclusion on this issue, and that we should affirm the finding. Id. 21 performance pay. IAF, Tab 16 at 56-57. And while the agency has attempted to cast them as wholly separate, PFR File, Tab 4 at 27-28, the agency’s argument does not point us to any convincing evidence that would counter the evidence indicating that the recommended denial of performance pay was based upon the appellant’s proficiency report, W-2 AF, Tab 20 at 50, 81-83; W-6 AF, Tab 12 at 847, 1013. ¶45Under these circumstances, we are not persuaded by the agency’s argument about exhaustion and Board jurisdiction. The appellant undoubtedly raised the issue of her delayed proficiency report with OSC, and the evidence of record supports a conclusion that her performance pay was inextricably tied to the same. In a somewhat comparable situation, the Board found that an appellant exhausted his claim about a performance evaluation being held in abeyance. Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶¶ 4, 9-10 (2016). When the Board granted corrective action in Scoggins, it ordered the agency to issue the performance evaluation along with any resulting awards, bonuses, or similar items that result from the performance evaluation. Id., ¶¶ 1, 48. We discern no basis for concluding that the situation at hand is meaningfully different, given the hearing testimony that evaluations are used to determine awards. See, e.g., Runstrom v. Department of Veterans Affairs , 123 M.S.P.R. 169, ¶ 19 (2016) (explaining that corrective action in an IRA appeal may include status quo ante relief, such as cancellation of the retaliatory personnel action; back pay; interest on back pay; and other employment benefits that an employee would have received had the retaliatory action not occurred); Rumsey v. Department of Justice, 120 M.S.P.R. 259, ¶¶ 49-51 (2013) (granting corrective action as to a performance rating and ordering an agency to provide an employee with pay or other relief such that they are placed as nearly as possible in the same situation the employee would have been in had the agency not retaliated). ¶46We recognize the agency’s separate but related argument that it was unaware that the administrative judge would consider Personnel Action 7 to 22 encompass both the proficiency report and the associated performance pay. PFR File, Tab 4 at 29-31. Among other things, the agency asserts that the administrative judge did not explicitly describe Personnel Action 7 as including the performance pay issue. E.g., IAF, Tab 35 at 6; ID at 9. However, we remain unpersuaded. ¶47For the reasons described above, regarding the exhaustion element for Board jurisdiction, we find the proficiency report and performance pay inextricably tied, such that the agency should not have been surprised that the administrative judge would consider both. In furtherance of this conclusion, we note that the appellant raised the issue of the performance pay associated with her proficiency report by at least February 2020, nearly 3 years before the initial decision’s issuance. W -2 AF, Tab 11. She did so again in her opening brief. W-6 AF, Tab 18 at 42-43. The agency recognized as much. Among other things, the agency’s closing brief described the circumstances surrounding the FY 17 proficiency report and performance pay, together. W-6 AF, Tab 17 at 44-46. While that closing brief asserted that the agency would only address the FY 17 proficiency report on the merits because the issue of FY 17 performance pay was not exhausted before OSC and not within the scope of Personnel Action 7, the agency did so at its own peril. Id. at 45 n.12, 46 n.13, 73.13 The administrative judge was correct to grant corrective action for Personnel Action 7, but he erred with respect to the specific corrective action ordered. ¶48The administrative judge applied the proper analytical framework for Personnel Action 7. ID at 53-58. He found that the first Carr factor weighed in favor of the appellant because, although the evidence in support of the October 2017 proficiency report may have been strong, the explanations for delaying its 13 When the appellant submitted her closing brief, she again discussed the issue of the performance pay recommendations while arguing that her proficiency report was illegitimate and retaliatory. W-6 AF, Tab 18 at 86-87. In response to the agency’s closing brief, the appellant further argued that she was “arbitrarily denied” performance pay, citing the March 2018 recommendation that she receive no performance pay. W-6 AF, Tab 22 at 46 (referencing W-2 AF, Tab 20 at 85). 23 issuance until many months later was not. ID at 52-56. He further found that the second Carr factor also weighed in favor of the appellant, though only slightly, and that the third Carr factor weighed in favor of the agency. ID at 56-57. Considered together, the administrative judge concluded that the agency had not met its burden. Id. He therefore granted corrective action, ordering the agency to “cancel the March 15, 2018 proficiency report (which awarded $0 pay for performance),” replace it with the “original October 31, 2017 proficiency report (which recommended $12,750 pay for performance),” and “award the appellant $12,750 in pay for performance.” ID at 57. ¶49As alluded to above, the agency argues on review that it had already paid the appellant her FY 17 performance pay. We agree and modify the ordered corrective action accordingly. ¶50During its closing brief before the administrative judge, the agency indicated that it had already processed the original performance pay recommendation and provided the appellant with FY 17 performance pay. W-6 AF, Tab 17 at 46 n.13. At that time, the agency stated that it would not be submitting associated evidence since it seemed irrelevant and unchallenged, and to avoid adding to an already voluminous record. Id. ¶51Given the administrative judge’s grant of corrective action and associated orders, which included $12,750 in FY 17 performance pay, the agency has now submitted the evidence to which it previously referred, for the first time on review. This includes, inter alia, an SF-50 and associated payroll records indicating that the appellant received $12,000 in FY 17 performance pay, effective March 2018. Id. at 177, 185-86. The evidence also shows that an agency official had set a limit of $12,000 for all physicians at the appellant’s facility, which would explain the difference between the November 7, 2017 recommendation of $12,750 in performance pay and the $12,000 given. E.g., id. at 16-18, 197-98, 249-52. 24 ¶52In her response to the agency’s petition, the appellant does not argue that the $12,000 in FY 17 performance pay was not received, nor does she dispute the difference between that amount and the $12,750 that her supervisor originally recommended. PFR File, Tab 18. She does, however, object to the new evidence on the basis that it was not submitted during the proceedings below. Id. at 5 n.1. ¶53Under 5 C.F.R. § 1201.115(d), the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. But 5 C.F.R. § 1201.115(e) provides that the Board nevertheless reserves the authority to consider any issue in an appeal before it. ¶54Given the agency’s assertions from below that it had already provided the appellant with FY 17 performance pay, W-6 AF, Tab 17 at 46 n.13, the absence of any substantive allegation to the contrary from the appellant in her response to that brief or the agency’s petition for review, W-6 AF, Tab 22; PFR File, Tab 18, and the administrative judge’s apparent misunderstanding about whether the appellant received any FY 17 performance pay, ID at 5, we find it appropriate to consider the agency’s newly submitted evidence about this limited issue. ¶55We credit this newly submitted evidence, which shows that the agency provided the appellant with the same $12,000 in performance pay that it provided other physicians at her facility, albeit belatedly, in July 2018. Although this evidence is notable for some of the reasons described by the agency, we also find it notable for another reason. The agency repeatedly invokes the March 2, 2018 effective date for the appellant’s FY 17 performance pay as if it demonstrates that the March 27, 2018 recommendation of no performance pay was too late and meaningless. PFR File, Tab 4 at 31-32 (referencing W-2 AF, Tab 45 at 7). But this ignores the fact that the agency did not process the appellant’s FY 17 performance pay award until July 2018. E.g., id. at 177, 184-86.14 By that time, 14 Within the agency’s arguments to the Board, it does not assert that the appellant received her performance pay before the March 27, 2018 recommendation of no performance pay. PFR File, Tab 4 at 17. But the agency did so in arguments it 25 the appellant had engaged in whistleblowing, retained an attorney, and complained to OSC about her FY 17 proficiency report. E.g., IAF, Tab 16 at 56, Tab 17 at 4, Tab 26 at 6. This delay is all the more glaring in light of the agency’s acknowledgement that it was “required” to pay the FY 17 performance pay no later than March 2018, PFR File, Tab 4 at 16-17, and evidence showing that other physicians received their performance pay in a timelier manner, id. at 308, 310, 313, 318. ¶56In any event, aside from its argument and evidence about the appellant already receiving $12,000 in FY 17 performance pay, the agency has not substantively disputed the administrative judge’s Carr factor analysis or conclusion that the agency failed to rebut the appellant’s prima facie case of reprisal for Personnel Action 7. Thus, we find no basis for otherwise disturbing that analysis and conclusion. ID at 52-57. We affirm the administrative judge’s conclusion that the agency did not meet its burden of proving by clear and convincing evidence that it would have taken Personnel Action 7 in the absence of the appellant’s whistleblowing. ¶57We modify the initial decision regarding the corrective action ordered. The agency is not required to pay the $12,750 in FY 17 performance pay described in the initial decision because it already provided the appellant with the same FY 17 performance pay it provided other physicians at the appellant’s facility, albeit belatedly. However, the agency must still ensure that its records consist of the original October 31, 2017 proficiency report and associated performance pay recommendation from November 7, 2017, both of which the agency failed to submitted to the Equal Employment Opportunity Commission, which the agency attached to its petition for review. Id. at 243, 251. The agency argued that “by the time [the appellant’s second supervisor] expressed that sentiment with a written recommendation for no Performance Pay on March 27, 2018 [], it was too late. Complainant’s Performance Pay had already been paid out more than three weeks earlier.” Id. at 251. This is contradicted by the agency’s own evidence, which shows that the agency did not pay the appellant her FY17 performance pay until July 2018. Id. at 177, 184-86. 26 timely act upon. The agency must cancel the March 27, 2018 recommendation of no FY 17 performance pay. The appellant’s request for addendum proceedings was premature, and her request for sanctions is denied. ¶58The initial decision notes that the appellant may request further relief associated with Personnel Action 7 by requesting an addendum proceeding, and that she may request attorney fees. ID at 62, 66. The initial decision noted that the time for doing so would be no later than 60 days after the initial decision became final. Id. ¶59Within her response to the agency’s petition for review, the appellant requested addendum proceedings to determine attorneys’ fees, damages, and any other relief to which she may be entitled. PFR File, Tab 18 at 6. However, this request was premature because the parties filed competing petitions for review and the initial decision was not yet final. 5 C.F.R. §§ 1201.113(a)-(c). If the appellant still wishes to initiate addendum proceedings for damages and attorney fees, she should file the request with the Denver Field Office after the issuance of this decision. ¶60Within her response to the agency’s petition, the appellant has also asserted that we should sanction the agency for failing to supplement certain responses to interrogatory and document requests over the course of her years-long appeal and for personally attacking the appellant’s character. PFR File, Tab 18 at 7-11. This request for sanctions is denied. We have considered the appellant’s arguments but discern no reason to exercise Board discretion to impose sanctions in this appeal. ORDER ¶61We ORDER the agency to ensure that its records consist of the original October 31, 2017 proficiency report and associated performance pay recommendation from November 7, 2017, both of which the agency failed to 27 timely act upon. The agency must cancel the March 27, 2018 recommendation of no FY 17 performance pay. See Kerr v. National Endowment for the Arts , 726 F.2d 730 (Fed. Cir. 1984). The agency must complete this action no later than 20 days after the date of this decision. ¶62We further ORDER the agency to tell the appellant promptly in writing when it believes it has fully carried out the Board’s Order and of the actions it has taken to carry out the Board’s Order. The appellant, if not notified, should ask the agency about its progress. See 5 C.F.R. § 1201.181(b). ¶63No later than 30 days after the agency tells the appellant that it has fully carried out the Board’s Order, the appellant may file a petition for enforcement with the office that issued the initial decision on this appeal if the appellant believes that the agency did not fully carry out the Board’s Order. The petition should contain specific reasons why the appellant believes that the agency has not fully carried out the Board’s Order, and should include the dates and results of any communications with the agency. 5 C.F.R. § 1201.182(a). ¶64For agencies whose payroll is administered by either the National Finance Center of the Department of Agriculture (NFC) or the Defense Finance and Accounting Service (DFAS), two lists of the information and documentation necessary to process payments and adjustments resulting from a Board decision are attached. The agency is ORDERED to timely provide DFAS or NFC with all documentation necessary to process payments and adjustments resulting from the Board’s decision in accordance with the attached lists so that payment can be made within the 60-day period set forth above. NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set forth at title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The 28 regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees and costs WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion for attorney fees and costs with the office that issued the initial decision on your appeal. NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST CONSEQUENTIAL AND/OR COMPENSATORY DAMAGES You may be entitled to be paid by the agency for your consequential damages, including medical costs incurred, travel expenses, and any other reasonable and foreseeable consequential damages. To be paid, you must meet the requirements set out at 5 U.S.C. §§ 1214(g) or 1221(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202 and 1201.204. In addition, the Whistleblower Protection Enhancement Act of 2012 authorized the award of compensatory damages including interest, reasonable expert witness fees, and costs, 5 U.S.C. § 1214(g)(2), which you may be entitled to receive. If you believe you are entitled to these damages, you must file a motion for consequential damages and/or compensatory damages WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion with the office that issued the initial decision on your appeal. NOTICE TO THE PARTIES A copy of the decision will be referred to the Special Counsel “to investigate and take appropriate action under [5 U.S.C.] section 1215,” based on the determination that “there is reason to believe that a current employee may have committed a prohibited personnel practice” under 5 U.S.C. § 2302(b)(8) or section 2302(b)(9)(A)(i), (B), (C), or (D). 5 U.S.C. § 1221(f)(3). Please note that while any Special Counsel investigation related to this decision is pending, “no 29 disciplinary action shall be taken against any employee for any alleged prohibited activity under investigation or for any related activity without the approval of the Special Counsel.” 5 U.S.C. § 1214(f). NOTICE OF APPEAL RIGHTS15 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 15 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 30 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on 31 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or 32 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.16 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 16 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 33 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. DEFENSE FINANCE AND ACCOUNTING SERVICE Civilian Pay Operations DFAS BACK PAY CHECKLIST The following documentation is required by DFAS Civilian Pay to compute and pay back pay pursuant to 5 CFR § 550.805. Human resources/local payroll offices should use the following checklist to ensure a request for payment of back pay is complete. Missing documentation may substantially delay the processing of a back pay award. More information may be found at: https://wss.apan.org/public/DFASPayroll/Back%20Pay%20Process/Forms/AllItems.aspx. NOTE: Attorneys’ fees or other non-wage payments (such as damages) are paid by vendor pay, not DFAS Civilian Pay. ☐1) Submit a “SETTLEMENT INQUIRY - Submission” Remedy Ticket. Please identify the specific dates of the back pay period within the ticket comments. Attach the following documentation to the Remedy Ticket, or provide a statement in the ticket comments as to why the documentation is not applicable: ☐2) Settlement agreement, administrative determination, arbitrator award, or order. ☐3) Signed and completed “Employee Statement Relative to Back Pay”. ☐4) All required SF50s (new, corrected, or canceled). ***Do not process online SF50s until notified to do so by DFAS Civilian Pay.*** ☐5) Certified timecards/corrected timecards. ***Do not process online timecards until notified to do so by DFAS Civilian Pay.*** ☐6) All relevant benefit election forms (e.g., TSP, FEHB, etc.). ☐7) Outside earnings documentation. Include record of all amounts earned by the employee in a job undertaken during the back pay period to replace federal employment. Documentation includes W-2 or 1099 statements, payroll documents/records, etc. Also, include record of any unemployment earning statements, workers’ compensation, CSRS/FERS retirement annuity payments, refunds of CSRS/FERS employee premiums, or severance pay received by the employee upon separation. Lump Sum Leave Payment Debts: When a separation is later reversed, there is no authority under 5 U.S.C. § 5551 for the reinstated employee to keep the lump sum annual leave payment they may have received. The payroll office must collect the debt from the back pay award. The annual leave will be restored to the employee. Annual leave that exceeds the annual leave ceiling will be restored to a separate leave account pursuant to 5 CFR § 550.805(g). NATIONAL FINANCE CENTER CHECKLIST FOR BACK PAY CASES Below is the information/documentation required by National Finance Center to process payments/adjustments agreed on in Back Pay Cases (settlements, restorations) or as ordered by the Merit Systems Protection Board, EEOC, and courts . 1.Initiate and submit AD-343 (Payroll/Action Request) with clear and concise information describing what to do in accordance with decision. 2.The following information must be included on AD-343 for Restoration: a.Employee name and social security number. b.Detailed explanation of request. c.Valid agency accounting. d.Authorized signature (Table 63). e.If interest is to be included. f.Check mailing address. g.Indicate if case is prior to conversion. Computations must be attached. h.Indicate the amount of Severance and Lump Sum Annual Leave Payment to be collected (if applicable). Attachments to AD-343 1.Provide pay entitlement to include Overtime, Night Differential, Shift Premium, Sunday Premium, etc. with number of hours and dates for each entitlement (if applicable). 2.Copies of SF-50s (Personnel Actions) or list of salary adjustments/changes and amounts. 3.Outside earnings documentation statement from agency. 4.If employee received retirement annuity or unemployment, provide amount and address to return monies. 5.Provide forms for FEGLI, FEHBA, or TSP deductions (if applicable). 6.If employee was unable to work during any or part of the period involved, certification of the type of leave to be charged and number of hours. 7.If employee retires at end of Restoration Period, provide hours of Lump Sum Annual Leave to be paid. NOTE: If prior to conversion, agency must attach Computation Worksheet by Pay Period and required data in 1-7 above. The following information must be included on AD-343 for Settlement Cases: (Lump Sum Payment, Correction to Promotion, Wage Grade Increase, FLSA, etc.) a.Must provide same data as in 2, a-g above. b.Prior to conversion computation must be provided. c.Lump Sum amount of Settlement, and if taxable or non-taxable. If you have any questions or require clarification on the above, please contact NFC’s Payroll/Personnel Operations at 504-255-4630.
Schacht_ElizabethDE-1221-19-0041-W-6__Final_Order.pdf
2024-05-14
ELIZABETH SCHACHT v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DE-1221-19-0041-W-6, May 14, 2024
DE-1221-19-0041-W-6
NP
1,475
https://www.mspb.gov/decisions/nonprecedential/Rayman_Mary_E_SF-0752-19-0131-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARY E. RAYMAN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-0752-19-0131-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Linda Ward-Smith , Las Vegas, Nevada, for the appellant. Erin L. Collins , Esquire, and Matthew S. Voss , Esquire, North Las Vegas, Nevada, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction without holding the requested hearing. On petition for review, the appellant makes the following arguments: (1) she was not aware of her “‘preference eligible’ veteran 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). status,” and she was hired into an excepted service position in error because she did not have “the required eligibility documentation”; (2) she should have been “reinstated under the competitive services [sic] appointment” when she was hired in 2018; (3) the agency’s approval of her Family and Medical Leave Act of 1993 (FMLA) request demonstrates that she was an “employee” with Board appeal rights; and (4) the agency committed a prohibited personnel practice by discriminating against her due to her planned medical procedure. Petition for Review (PFR) File, Tab 1 at 4-5. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). We have considered the appellant’s argument, made for the first time on review, that the agency erred when she was appointed to an excepted service position, and she should have been reinstated in the competitive service when she was hired in 2018. PFR File, Tab 1 at 5. We have also considered her assertion that she was unaware of her preference eligible status. Id. She identifies no evidence in support of these arguments. Moreover, her argument regarding her alleged preference eligible status appears contradictory to her own submission,2 which shows that she is a 5-point “Post-Vietnam-Era Veteran.”2 Initial Appeal File (IAF), Tab 1 at 10, Tab 12 at 52-53 (the appellant’s DD-214). The Board will normally only consider an argument raised for the first time on review if it is based on new and material evidence not previously available despite the petitioner’s due diligence. Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980); 5 C.F.R. § 1201.115(d). The appellant has not made such a showing. Even if we found for the purposes of our analysis that this argument was based on new evidence, she has not persuaded us that she is an employee pursuant to 5 U.S.C. § 7511(a)(1), such that she has Board appeal rights to challenge her removal. See, e.g., Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (stating that the Board will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision) . Thus, this argument is without merit. The appellant additionally argues on petition for review that the agency admitted that she was an employee when it granted her FMLA leave request. PFR File, Tab 1 at 4-5. She also includes an FMLA fact sheet, which indicates that FMLA leave is only available to individuals who, among other things, worked for their employer for at least 12 months and completed at least 1,250 hours of service during the preceding 12-month period. PFR File, Tab 1 at 6-9. Under 5 C.F.R. § 1201.115, the Board will generally not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). The appellant has not made such a showing. Moreover, the parties cannot confer jurisdiction by a contract or agreement where none otherwise exists. Winns v. U.S. Postal Service , 124 M.S.P.R. 113, ¶ 17 (2017), aff’d sub nom. , Williams v. Merit Systems 2 Her argument in this regard does not appear to implicate the Uniformed Services Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335) or the Veterans Employment Opportunities Act of 1998. 3 Protection Board , 892 F.3d 1156 (Fed. Cir. 2018). We are not persuaded by the appellant’s argument, made below and on review, that the agency’s decision to grant her request for FMLA leave warrants a finding that she is an employee with Board appeal rights. Accordingly, the appellant’s argument is without merit. Finally, the appellant asserts that the agency committed a prohibited personnel practice by discriminating against her due to her planned medical procedure. PFR File, Tab 1 at 5. As the administrative judge found, the Board lacks jurisdiction over such a claim absent an otherwise appealable action. IAF, Tab 16, Initial Decision at 7; see Penna v. U.S. Postal Service , 118 M.S.P.R. 355, ¶ 13 (2012). For the reasons described herein, we deny the petition for review and affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain5 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 6 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Rayman_Mary_E_SF-0752-19-0131-I-1__Final_Order.pdf
2024-05-14
MARY E. RAYMAN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-0752-19-0131-I-1, May 14, 2024
SF-0752-19-0131-I-1
NP
1,476
https://www.mspb.gov/decisions/nonprecedential/Brown_Gregory_B_PH-0752-19-0045-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GREGORY BENN BROWN, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER PH-0752-19-0045-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gregory Benn Brown , New London, Connecticut, pro se. Alexandra Hudd Sandgren and Sean M. Connolly , Groton, Connecticut, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed without prejudice his initial appeal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). For the reasons discussed below, we FORWARD this matter to the administrative judge for her to refile the appeal, which was previously dismissed without prejudice. On review, the appellant argues that the record does not support the administrative judge’s dismissal without prejudice of his appeal over his objection. Petition for Review (PFR) File, Tab 1 at 5-10. He first contends that the administrative judge’s order directing him to respond as to whether he objected to a dismissal without prejudice “chill[ed]” the protection of law” because he was recovering from a medical condition at the time. Id. at 8; Initial Appeal File (IAF), Tab 41. He also states that the dismissal constituted harmful error, an abuse of discretion, an erroneous interpretation of statute and regulations, and did not serve the interests of fairness, due process, and administrative efficiency. PFR File, Tab 1 at 5-10. He argues that the administrative judge’s finding that the record is “replete” with examples of his inability to meet deadlines due to his medical condition is unfounded and that it is difficult for him to respond to orders because he is not an attorney. Id. at 9; IAF, Tab 48, Initial Decision (ID) at 4-5. He further contends that the administrative judge’s directive that, although the appeal will be automatically refiled on October 15, 2019, he may refile his appeal sooner if he submits acceptable2 medical documentation is not supported by the Board’s case law because it is impossible for a doctor to determine whether he is fit to pursue his appeal and deprives him of his ability to challenge his removal. PFR File, Tab 1 at 8-10; ID at 5. He requests that his case proceed and submits medical documentation stating that he is medically stable from his chronic medical problems. PFR File, Tab 1 at 10, 15. The administrative judge did not abuse her discretion in dismissing the appeal without prejudice. An administrative judge has wide discretion to control the proceedings before her, and the dismissal without prejudice to refiling is a procedural option committed to her sound discretion. Gingery v. Department of the Treasury, 111 M.S.P.R. 134, ¶ 9 (2009); 5 C.F.R. § 1201.29(b). The administrative judge must exercise her discretion in a manner consistent with the policies set forth by the Board. Selig v. Department of the Army , 102 M.S.P.R. 189, ¶ 6 (2006). A dismissal without prejudice may be granted when the interests of fairness, due process, and administrative efficiency outweigh any prejudice to either party. Gingery, 111 M.S.P.R. 134, ¶ 9; 5 C.F.R. § 1201.29(b). We find no evidence that the administrative judge’s order informing the parties of her intent to dismiss the appeal without prejudice and directing them to respond was harmful to the appellant, as she provided him with an opportunity to respond prior to her dismissal of the case, and the appellant responded to the order; he has not indicated how the outcome of the case would have been different had he had additional time to respond. See IAF, Tabs 41, 43. Given the delays in the case due to the appellant’s serious medical condition and medical documentation establishing the appellant’s ongoing recovery from the condition, the administrative judge did not abuse her discretion in dismissing the case without prejudice. See, e.g., Padilla v. Department of the Air Force , 58 M.S.P.R. 561, 566 (1993) (finding that the administrative judge did not abuse her discretion in dismissing the appeal without prejudice in light of the appellant’s medical3 condition and the need for a lengthy delay). The appellant has not shown, nor does the record reflect, that he was prejudiced by the dismissal. We also find no error in the administrative judge’s decision to automatically refile the appeal approximately 6 months after the issuance of the initial decision, but to provide the appellant with an opportunity to refile sooner upon the submission of medical documentation showing that he is “medically stable” and “fit to pursue his appeal.” ID at 5. The Board has approved of language directing an appellant to refile an appeal within a certain time after his physicians find that he is medically able to proceed and to provide medical documentation to that effect. See, e.g., Padilla, 58 M.S.P.R. at 567. We find no error in the administrative judge’s hybrid approach to refiling. Additionally, on review, the appellant has submitted medical documentation stating that he is “medically stable.” PFR File, Tab 1 at 15. Accordingly, we find it appropriate to forward this matter to the administrative judge for her to refile the appeal. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 5 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 6 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Brown_Gregory_B_PH-0752-19-0045-I-1__Final_Order.pdf
2024-05-14
GREGORY BENN BROWN v. DEPARTMENT OF THE NAVY, MSPB Docket No. PH-0752-19-0045-I-1, May 14, 2024
PH-0752-19-0045-I-1
NP
1,477
https://www.mspb.gov/decisions/nonprecedential/Gomez_Crystal_M_SF-315H-19-0669-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CRYSTAL M. GOMEZ, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-315H-19-0669-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Justin Prato , Esquire, San Diego, California, for the appellant. Gabriela Y. Ramos , Esquire, San Diego, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction. On petition for review, the appellant argues that the agency failed to provide her with notice of the action and an opportunity to respond. Petition for Review (PFR) File, Tab 1 at 4-5. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The administrative judge correctly dismissed the appellant’s probationary termination appeal for lack of jurisdiction due to the appellant’s failure to establish that she had a statutory or regulatory right to an appeal before the Board. Initial Appeal File (IAF), Tab 7, Initial Decision. The appellant’s argument on review that the agency failed to provide her with notice and an opportunity to respond pursuant to 5 C.F.R. § 315.805 does not provide a basis to disturb the initial decision. PFR File, Tab 1 at 4-5. That regulation applies to the termination of “an employee serving a probationary or trial period for reasons based in whole or in part on conditions arising before [her] appointment,” and it is undisputed that, here, the appellant was terminated for performance issues, which inherently occur post appointment. IAF, Tab 5 at 22. The appellant has failed to otherwise allege or establish the Board’s jurisdiction over her appeal. 2 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on4 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or5 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Gomez_Crystal_M_SF-315H-19-0669-I-1__Final_Order.pdf
2024-05-14
CRYSTAL M. GOMEZ v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-315H-19-0669-I-1, May 14, 2024
SF-315H-19-0669-I-1
NP
1,478
https://www.mspb.gov/decisions/nonprecedential/Speltz_RobertSF-0752-22-0472-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT SPELTZ, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER SF-0752-22-0472-I-1 DATE: May 14, 2024 THIS ORDER IS NONPRECEDENTIAL1 Philip A. Gonzales , Reno, Nevada, for the appellant. Douglas W. Hales , and Nancy Anderson Sinclair , Herlong, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The agency has filed a petition for review of the initial decision, which reversed the appellant’s removal, finding that the agency failed to prove its charge of Excessive Absence. For the reasons discussed below, we GRANT the agency’s petition for review, VACATE the initial decision, and REMAND the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). case to the Western Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant was employed as a WG-6910-07 Materials Expediter at the agency’s Sierra Army Depot in Herlong, California. Initial Appeal File (IAF), Tab 27 at 4. The agency removed the appellant from his position effective February 26, 2021, based on a charge of Excessive Absence for the appellant’s absences from October 5 to November 2, 2020. IAF, Tab 7 at 46-64, 72. The appellant timely filed an appeal with the Board, IAF, Tab 1, and requested a hearing, id. at 2. On appeal, the appellant alleged that the agency discriminated against him on the basis of his disability when it removed him. Id. at 5. In its response, the agency asserted that its removal decision was warranted and not the result of any prohibited basis, and further indicated that the “[a]ppellant was an employee in the competitive service as defined by 5 U.S.C. § 7511 at all times relevant to his appeal.” IAF, Tab 7 at 7, 9. After implicitly finding that the Board had jurisdiction over the appeal under chapter 75 and holding a hearing, the administrative judge reversed the removal, finding that the agency did not prove its Excessive Absence charge. IAF, Tab 29, Hearing Recording (HR), Tab 35, Initial Decision (ID) at 1, 12-20, 26. The agency has filed a petition for review of the initial decision. PFR File, Tab 1. The appellant has not filed a response. DISCUSSION OF ARGUMENTS ON REVIEW The agency asserts, for the first time on review, that the Board should dismiss this appeal for lack of jurisdiction. PFR File, Tab 1 at 11. Specifically, the agency contends that the Board lacks jurisdiction over the appellant’s appeal because he is not an “employee” as defined by chapter 75. Id. at 9-11. Generally, the Board will not consider a new argument on review absent a2 showing that it is based on new and material evidence that was not previously available despite the party’s due diligence. Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016). However, we consider the agency’s new argument because it implicates the Board’s jurisdiction, and the issue of jurisdiction is always before the Board and may be raised by any party or sua sponte by the Board at any time during Board proceedings. Lovoy v. Department of Health & Human Services , 94 M.S.P.R. 571, ¶ 30 (2003). We remand the appeal for a determination of whether the Board has chapter 75 jurisdiction over the appellant’s removal appeal. The Board’s jurisdiction is not plenary, and it is limited to matters over which it has been given jurisdiction by law, rule, or regulation. Maddox v. Merit Systems Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985). Whether an individual in the competitive service has the right to appeal an adverse action depends on whether he is an “employee” under 5 U.S.C. § 7511(a)(1)(A). Walker v. Department of the Army , 119 M.S.P.R. 391, ¶ 5 (2013). Under 5 U.S.C. § 7511(a)(1)(A), an employee is an individual in the competitive service (i) who is not serving a probationary or trial period under an initial appointment, or (ii) who has completed 1 year of current continuous service under other than a temporary appointment limited to 1 year or less. However, at the time of the appellant’s appointment to the Materials Expeditor position, individuals appointed to a competitive-service position at the Department of Defense were subject to a 2 -year probationary period and only qualified as an “employee” with chapter 75 appeal rights if they completed 2 years of current continuous service.2 5 U.S.C. § 7511(a)(1)(A)(ii); 10 U.S.C. 2 Congress enacted the National Defense Authorization Act for Fiscal Year 2016 (2016 NDAA) on November 25, 2015, Pub. L. No. 114-92, 129 Stat. 726. The 2016 NDAA extended the probationary period for an individual appointed to a permanent competitive-service position at the Department of Defense to a 2-year probationary period and provided that such individual only qualifies as an “employee” under 5 U.S.C. § 7511(a)(1)(A)(ii) if he has completed 2 years of current continuous service. Pub. L. No. 114-92, § 1105, 129 Stat. 726, 1023-24 (codified as relevant here at 10 U.S.C. § 1599e and 5 U.S.C. § 7511(a)(1)(A)(ii)). The National Defense Authorization3 § 1599e(a), (b)(1)(A), (d) (repealed 2022); Bryant v. Department of the Army , 2022 MSPB 1, ¶ 8 & n.2. A Department of Defense employee who has not served his full 2-year appointment can show that he has completed the probationary period by tacking on prior service if: (1) the prior service was rendered immediately preceding the probationary appointment; (2) it was performed in the same agency; (3) it was performed in the same line of work; and (4) it was completed with no more than one break in service of less than 30 days. Hurston v. Department of the Army , 113 M.S.P.R. 34, ¶ 9 (2010); 5 C.F.R. § 315.802(b). Alternatively, an individual can show that, while he may be a probationer, he is an “employee” with chapter 75 appeals rights because, immediately preceding the adverse action at issue, he had completed at least 2 years of current continuous service without a break in Federal civilian employment of a workday. Hurston, 113 M.S.P.R. 34, ¶ 9. On review, the agency argues that the appellant did not meet his burden of establishing that he was an “employee” because his removal on February 26, 2021, occurred less than a year after his appointment to the Materials Expeditor position on June 7, 2020. PFR File, Tab 1 at 13. It also asserts that although the appellant’s prior service with the agency as a Materials Handler immediately preceded his June 2020 appointment without a break in service, he is unable to tack on this service because the “positions are materially different and cannot be considered to be in the same line of work.” Id. at 13-14. However, it is unclear whether the appellant, albeit a probationer, could meet the definition of an employee because he completed at least 2 years of current continuous service without a break in Federal civilian employment of a workday. Generally, an appellant has the burden of proving by preponderant evidence that the Board has jurisdiction over his appeal, 5 C.F.R. § 1201.56(b)(2)(i)(A). However, an appellant must receive explicit information on what is required to Act for Fiscal Year 2022, enacted on December 27, 2021, repealed 10 U.S.C. § 1599e and the 2-year probationary period, effective December 31, 2022. Pub. L. No. 117-81, § 1106, 135 Stat. 1541, 1950.4 establish an appealable jurisdictional issue. Burgess v. Merit Systems Protection Board, 758 F.2d 641, 643-44 (Fed. Cir. 1985). Based on our review of the record, we find that the appellant did not receive explicit information regarding the jurisdictional standard to show that he qualifies as an “employee” with appeal rights under 5 U.S.C. Chapter 75.3 IAF, Tabs 2, 12, 27. Further, because the agency did not dispute jurisdiction below, it deprived the appellant of the opportunity to submit evidence and argument below in support of finding that he was an “employee.” It also denied the administrative judge the ability to develop the record and assess the relevant information concerning this significant issue. We therefore find, in light of the evidence and argument submitted by the agency, that this case should be remanded to allow the appellant to establish that he is an “employee” as defined by chapter 75. On remand, the administrative judge shall allow the parties to present additional evidence and argument relating to the jurisdictional issue. If, on remand, the administrative judge finds that the appellant has not established that he is an “employee” with chapter 75 appeal rights, he shall issue a new initial decision dismissing the appeal for lack of jurisdiction. If, however, he finds that the appellant is an “employee” and the Board has jurisdiction over this appeal, the administrative judge may reiterate his findings on the merits of the appellant’s removal in the new initial decision. 3 After the agency submitted its file, wherein it initially indicated that the appellant was a chapter 75 employee, IAF, Tab 7 at 7, the appeal was reassigned to another administrative judge, Tab 10. The appellant’s initial appeal also specifies that he had over 14 years of service. IAF, Tab 1 at 1. Thus, it may not have been clear that this jurisdictional issue needed to be addressed. Nevertheless, the agency’s apparent concession of jurisdiction may not be dispositive. See Waldrop v. U.S. Postal Service , 72 M.S.P.R. 12, 15 (1996) (stating the Board, as a limited-jurisdiction tribunal, must satisfy itself that it has authority to adjudicate the matter before it, and may raise the question of its own jurisdiction sua sponte at any time).5 ORDER For the reasons discussed above, we remand this case to the Western Regional Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Speltz_RobertSF-0752-22-0472-I-1__Remand_Order.pdf
2024-05-14
ROBERT SPELTZ v. DEPARTMENT OF THE ARMY, MSPB Docket No. SF-0752-22-0472-I-1, May 14, 2024
SF-0752-22-0472-I-1
NP
1,479
https://www.mspb.gov/decisions/nonprecedential/Roberts-Harvey_LaGrace_B_DC-1221-20-0016-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LAGRACE BETTINA ROBERTS- HARVEY, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-1221-20-0016-W-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jennifer Duke Isaacs , Esquire, Atlanta, Georgia, for the appellant. Kelly Lack, Rock Island, Illinois, for the agency. Paul Carlson , Redstone Arsenal, Alabama, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On review, the appellant argues, among other things, that the agency retaliated against her for disclosing the misconduct of a Government contractor by suspending her security clearance, which also revoked her return rights, and subsequently removing her. Petition for Review File, Tab 4 at 16-18. We agree with the administrative judge that the appellant failed to nonfrivolously allege that the agency took or failed to take a personnel action within the Board’s jurisdiction in this appeal.2 Initial Appeal File, Tab 11, Initial Decision at 5-6. Moreover, although not discussed by the administrative judge, a disclosure of alleged wrongdoing committed by a non-Federal Government entity is protected under 5 U.S.C. § 2302(b)(8) only when the Government’s interests and good name are implicated in the alleged wrongdoing, and the employee shows that she reasonably believed that the information she disclosed evidenced that wrongdoing. Covington v. Department of the Interior , 2023 MSPB 5, ¶ 16; Miller 2 Although a removal is a covered personnel action under 5 U.S.C. § 2302(a)(2)(A), as the administrative judge noted, when, as here, the employee has previously made a knowing and informed and therefore binding election to file an adverse action appeal of such removal, the Board need not adjudicate the removal in an IRA appeal. 5 U.S.C. § 7121(g); Agoranos v. Department of Justice , 119 M.S.P.R. 498, ¶ 14 (2013).2 v. Department of Homeland Security , 99 M.S.P.R. 175, ¶ 12 (2005). Here, the appellant’s generalized assertions that the contractor mistreated its workers did not specifically implicate the Government or particular Government officials in alleged wrongdoing. Thus, the appellant also failed to nonfrivolously allege that she made disclosures described under 5 U.S.C. § 2302(b)(8). For the reasons stated above, the Board lacks jurisdiction over this IRA appeal. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file4 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 5 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Roberts-Harvey_LaGrace_B_DC-1221-20-0016-W-1__Final_Order.pdf
2024-05-14
null
DC-1221-20-0016-W-1
NP
1,480
https://www.mspb.gov/decisions/nonprecedential/Roberts-Harvey_LaGrace_B_CH-0752-19-0214-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LAGRACE BETTINA ROBERTS- HARVEY, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER CH-0752-19-0214-I-1 DATE: May 14, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tia Thornton , Esquire, Atlanta, Georgia, for the appellant. Erika McPherson and Paul Carlson , Redstone Arsenal, Alabama, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s removal action. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. We MODIFY the initial decision (1) to find that the agency established nexus between the appellant’s proven misconduct and the efficiency of the service, (2) to clarify the appellant’s burden for proving her affirmative defense of sex discrimination, (3) to find that the appellant’s disclosures of wrongdoing by a non-Federal Government entity are not protected because they do not implicate the Government’s good name or interests, and (4) to vacate the portions of the initial decision finding that the appellant’s disclosures were not a contributing factor in the agency’s decision to remove her and that the agency proved by clear and convincing evidence that it would have taken such an action absent her disclosures. Except as expressly modified as described herein, we AFFIRM the initial decision. BACKGROUND The agency employed the appellant as a GS-13 Procurement Analyst in Kuwait. Initial Appeal File (IAF), Tab 6 at 16. On November 13, 2018, the agency proposed the appellant’s removal based on three charges: (1) use of official position and access to information to assist a non -Federal entity in obtaining contracts with the U.S. Government in return for money; (2) acceptance of gifts and gratuities from a non-Federal entity in exchange for using her official position to help secure business with the U.S. Government; and (3) failure to2 disclose gifts from foreign entities as required by law. Id. at 25-32. The appellant was provided with an opportunity to respond, and she did so. Id. at 23-24. Effective February 5, 2019, the agency removed the appellant from her position. Id. at 17-22. The appellant filed an appeal with the Board challenging the removal. IAF, Tab 1. She also raised affirmative defenses of sex discrimination, reprisal for whistleblowing activity, and violations of due process. IAF, Tabs 1, 20. After holding the appellant’s requested hearing, the administrative judge issued an initial decision sustaining the removal. IAF, Tab 33, Hearing Compact Disc (HCD), Tab 35, Initial Decision (ID). The administrative judge found that the agency proved its charges by preponderant evidence, that the appellant did not prove any of her affirmative defenses, and that the penalty of removal was reasonable. ID at 3-28. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. The agency has not filed a response to the petition for review. DISCUSSION OF ARGUMENTS ON REVIEW The agency proved its charges by preponderant evidence. On review, the appellant generally asserts that “the charges were not substantiated,” PFR File, Tab 1 at 9, but she does not explain why she believes that there was no evidence to support the agency’s charges. Based on her credibility determinations, the parties’ stipulated facts, and other evidence in the record, the administrative judge found that the agency proved all three charges, ID at 3-18, and we find no basis to disturb the administrative judge’s findings in this regard, see Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences and reached3 well-reasoned conclusions); Broughton v. Department of Health & Human Services, 33 M.S.P.R. 357, 359 (1987) (same). The agency established nexus. In addition to the requirement that the agency prove its charge, the agency must also prove that there is a nexus, i.e., a clear and direct relationship between the articulated grounds for the adverse action and either the appellant’s ability to accomplish his duties satisfactorily or some other legitimate Government interest. Hoofman v. Department of the Army , 118 M.S.P.R. 532, ¶ 16 (2012), aff’d, 526 F. Appx. 982 (Fed. Cir. 2013). An agency may show a nexus between off-duty misconduct2 and the efficiency of the service by three means: (1) a rebuttable presumption in certain egregious circumstances; (2) preponderant evidence that the misconduct adversely affects the appellant’s or co -workers’ job performance or the agency’s trust and confidence in the appellant’s job performance; or (3) preponderant evidence that the misconduct interfered with or adversely affected the agency’s mission. Kruger v. Department of Justice , 32 M.S.P.R. 71, 74 (1987). The administrative judge did not explicitly discuss nexus in this case. We modify the initial decision to find that the agency established nexus between the appellant’s proven misconduct and the efficiency of the service. The deciding official stated in the decision letter and her testimony that the appellant’s misconduct adversely affected the agency’s trust and confidence in her job performance. IAF, Tab 6 at 17; HCD (testimony of the deciding official). The Board has held that the charge of use of official position for personal gain has “an obvious impact on the efficiency of the service.” Lappin v. Department 2 Although it is not clear from the record, it appears that the misconduct in question occurred off-duty, at least in part. Even if the misconduct in question involved a combination of on- and off-duty misconduct, the outcome remains the same. See, e.g., Parker v. U.S. Postal Service, 819 F.2d 1113, 1116 (Fed. Cir. 1987 ) (noting that there is a sufficient nexus between an employee’s conduct and the efficiency of the service when the conduct occurred in part at work).4 of Justice, 24 M.S.P.R. 195, 196-97 (1984). Under the particular circumstances of this case, we find that the agency has established nexus. The appellant failed to prove her affirmative defenses of sex discrimination, whistleblower reprisal, and a due process violation. On review, the appellant generally challenges the administrative judge’s finding that she failed to prove her affirmative defenses. PFR File, Tab 1 at 12-13. However, she does not support her vague allegations of sex discrimination, retaliation for whistleblowing, and violation of due process with any new and material evidence. See 5 C.F.R. § 1201.115(d). Although the appellant raises no persuasive claim of error in the administrative judge’s analysis, we modify the initial decision to clarify the appellant’s burden for proving her affirmative defense of sex discrimination, and to evaluate whether, as part of her claim of whistleblowing retaliation, the appellant’s disclosures implicate the Government’s good name or interests, still finding that the appellant has not proven any of her affirmative defenses. Sex discrimination The appellant asserts that the administrative judge erred in finding that she failed to prove her claim of sex discrimination. PFR File, Tab 1 at 12. In particular, she contends that the administrative judge refused to listen to her claim at the hearing. Id. The record shows otherwise. In the initial decision, the administrative judge considered her allegations but noted that they were deficient. ID at 18-20. In so doing, she cited to the burden-shifting framework set forth in McDonnell Douglas Corp. v. Green , 411 U.S. 792, 802 (1973). ID at 18-19. As the Board has since clarified, to prove a claim of sex discrimination, an appellant must show that the prohibited consideration was at least a motivating factor in the action under appeal. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-22. In evaluating the appellant’s claim, we have applied the framework set forth in Pridgen. We need not remand the appeal because the record is fully5 developed on this issue, however, and we agree with the administrative judge that the appellant has not shown that her sex was a motivating factor in the agency’s decision to remove her. Whistleblower reprisal The appellant asserts that the administrative judge erred in finding that she failed to prove her claim of whistleblower reprisal. PFR File, Tab 1 at 12. In particular, she contends that the administrative judge removed some of her exhibits, but she does not identify any such exhibits. This argument is therefore not persuasive. Moreover, as the administrative judge properly noted, the appellant’s allegations of wrongdoing were against a non-Federal Government entity. Under the Whistleblower Protection Enhancement Act of 2012, a disclosure of alleged wrongdoing committed by a non -Federal Government entity is protected under 5 U.S.C. § 2302(b)(8) only when the Government’s interests and good name are implicated in the alleged wrongdoing, and the employee shows that she reasonably believed that the information she disclosed evidenced that wrongdoing. Covington v. Department of Interior , 2023 MSPB 5, ¶ 8. Applying Covington to the facts of this case, we find that the appellant has not shown that the Government’s interests and good name are implicated in the alleged wrongdoing, and/or that she reasonably believed that the information she disclosed evidenced such wrongdoing. See id. Accordingly, we modify the initial decision to find that the appellant’s disclosures were not protected. Because we have concluded that the appellant’s disclosures are not protected under 5 U.S.C. § 2302(b)(8), we need not address whether any such disclosures were a contributing factor in the agency’s decision to remove the appellant or whether the agency proved by clear and convincing evidence that it would have taken such an action absent the disclosures. Accordingly, we vacate the portions of the initial decision that reach these issues.6 Due process violations The appellant asserts that she was not provided with due process because she was given “misleading [m]emorandums” that contained “falsified information” in connection with the revocation of her security clearance. PFR File, Tab 1 at 13. As the administrative judge observed, however, the appellant raised no allegations that she did not receive notice of the charges against her, an explanation of the agency’s evidence, or an opportunity to respond to the charges. ID at 24. To the extent the appellant is alleging that the deciding official was biased or relied on falsified information, she has produced no evidentiary support for such a conclusion. See Martinez v. Department of Veterans Affairs , 119 M.S.P.R. 37, ¶¶ 10-11 (2012) (finding that an appellant alleging a due process violation has the burden of proving a decision maker’s actual bias or an intolerable risk of unfairness); see also Oliver v. Department of Transportation, 1 M.S.P.R. 382, 386 (1980) (stating that, in making a claim of bias or prejudice against an administrative judge, a party must overcome the presumption of honesty and integrity that accompanies administrative adjudicators). Accordingly, we agree with the administrative judge that the appellant was provided with due process. ID at 22-24.3 The penalty of removal was reasonable. Although the appellant argues that the penalty of removal was not reasonable, PFR File, Tab 1 at 13, we agree with the administrative judge that the penalty of removal does not exceed the tolerable bounds of reasonableness for the sustained charges, see Herrera-Martinez v. Social Security Administration , 84 M.S.P.R. 426, 427, 432 -33 (1999) (reversing the administrative judge’s decision to mitigate the penalty of removal when the appellant defrauded the 3 We further find that the appellant’s remaining arguments regarding procedural and evidentiary matters provide no basis for disturbing the administrative judge’s evidentiary findings.7 Government and accepted gifts from claimants, despite his 7 ½ years of Federal service and lack of prior discipline); see also Hayes v. Department of Labor , 65 M.S.P.R. 214, 216-17, 219-20 (1994) (finding removal to be a reasonable penalty when the appellant improperly accepted cash payments and interfered with an official investigation, despite his 17 years of Federal service and lack of prior discipline). Accordingly, we affirm the initial decision as modified herein. NOTICE OF APPEAL RIGHTS4 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.8 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you9 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: 10 Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510.11 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Roberts-Harvey_LaGrace_B_CH-0752-19-0214-I-1__Final_Order.pdf
2024-05-14
null
CH-0752-19-0214-I-1
NP
1,481
https://www.mspb.gov/decisions/nonprecedential/Galindo_Joseph_L_DC-0752-19-0057-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSEPH L. GALINDO, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER DC-0752-19-0057-I-1 DATE: May 13, 2024 THIS ORDER IS NONPRECEDENTIAL1 Andrew Schwartz , Esquire, Los Angeles, California, for the appellant. Christiann Burek and William T. Yon , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND On August 7, 2018, the agency proposed the appellant’s removal from his Program Analyst position based on charges of failure to follow supervisory instructions, lack of candor, and inappropriate conduct. Initial Appeal File (IAF), Tab 5 at 34, 62. The appellant presented an oral reply to the proposal notice. Id. at 60. In a letter dated September 18, 2018, the deciding official sustained the removal, effective immediately. Id. at 35-42. After being notified of the removal decision, the appellant submitted his application for immediate retirement, and his retirement was effective September 18, 2018. Id. at 32-34, 42. His Standard Form 52 concerning his retirement indicated, “AGENCY FINDING: RETIRED AFTER RECEIVING WRITTEN NOTICE ON SEPTEMBER 18, 2018 OF DECISION TO SEPARATE.” Id. at 33. In addition, his Standard Form 50 indicated that his stated reason for retirement was “TO OBTAIN RETIREMENT BENEFITS.” Id. at 34. On October 17, 2018, the appellant timely filed the present appeal challenging his removal and involuntary retirement. IAF, Tab 1 at 2. He claimed that the agency’s actions against him constituted whistleblower reprisal and discrimination based on disability, age, race, and sex. Id. at 3. Without holding the requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. Id. at 1; IAF, Tab 7, Initial Decision (ID). She found that the appellant retired and that retirements are presumed voluntary. ID at 3. She further found that his retirement was not within the Board’s jurisdiction because he failed to nonfrivolously allege facts to overcome the presumption of voluntariness. ID at 3-6. She noted that the appellant could have challenged the removal action against him but chose to submit an application for immediate retirement instead. ID at 4. She therefore dismissed the appeal. ID at 6. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has replied in opposition. PFR File, Tab 3. 2 DISCUSSION OF ARGUMENTS ON REVIEW Under 5 U.S.C. § 7701(j), “an individual’s status under any retirement system established by or under Federal statute . . . may [not] be taken into account” in “determining the appealability” of a removal. The Board and its reviewing court have interpreted this section as providing that, even when an employee retires on the scheduled effective date of his removal, the Board retains jurisdiction over the employee’s removal appeal. See Mays v. Department of Transportation, 27 F.3d 1577, 1579-81 (Fed. Cir. 1994); Taber v. Department of the Air Force, 112 M.S.P.R. 124, ¶ 7 (2009). This is because an employee should not be forced to choose between electing to receive his retirement benefits and appealing the agency’s decision to remove him. Krawchuk v. Department of Veterans Affairs , 94 M.S.P.R. 641, ¶ 6 (2003). Here, it is undisputed that the appellant elected to retire after the agency rendered a final decision to remove him. IAF, Tab 1 at 5, Tab 5 at 32-34. We find, therefore, that the appellant’s decision to retire after receiving the removal decision does not deprive the Board of jurisdiction to adjudicate an appeal of the removal action. See Taber, 112 M.S.P.R. 124, ¶ 7. Accordingly, we remand the appeal to the regional office for adjudication on the merits, including a hearing if the appellant still seeks one. On remand, the administrative judge shall adjudicate the appellant’s affirmative defenses of whistleblower reprisal and discrimination based on disability, age, race, and sex. See Krawchuk, 94 M.S.P.R. 641, ¶ 11.3 ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.4
Galindo_Joseph_L_DC-0752-19-0057-I-1__Remand_Order.pdf
2024-05-13
JOSEPH L. GALINDO v. DEPARTMENT OF COMMERCE, MSPB Docket No. DC-0752-19-0057-I-1, May 13, 2024
DC-0752-19-0057-I-1
NP
1,482
https://www.mspb.gov/decisions/nonprecedential/Cogdell_RobertCH-0752-22-0133-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT COGDELL, JR., Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER CH-0752-22-0133-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Robert Cogdell, Jr. , Hillside, Illinois, pro se. Stanislaus A. Gonsalves , Esquire, Oak Brook Terrace, Illinois, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal . Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. We AFFIRM the initial decision except as expressly MODIFIED to address the appellant’s whistleblower reprisal affirmative defense. BACKGROUND The appellant was employed as a GS-13 Intelligence Research Specialist with Immigration and Customs Enforcement at the Chicago Office of Homeland Security Investigations (HSI). Initial Appeal File (IAF), Tab 7 at 22. The agency removed him from his position in December 2021 for failure to follow supervisory instructions. Id. at 23-28. This appeal followed. IAF, Tab 1. Following a hearing, the administrative judge issued an initial decision sustaining the agency’s charge and the penalty of removal. IAF, Tab 28, Hearing Recording (HR), Tab 30, Initial Decision (ID). The appellant has filed a petition for review, and the agency has responded in opposition. Petition for Review (PFR) File, Tabs 1, 3. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant does not challenge the administrative judge’s findings as to the agency’s charge, nexus to the efficiency of the service, or the penalty of removal. PFR File, Tab 1. Rather, he re-raises his affirmative defense of whistleblower reprisal and “previously identified EEOC issues.” PFR File,2 Tab 1 at 3-5; IAF, Tab 1 at 9, Tab 23 at 6-18. In her prehearing conference order, the administrative judge sanctioned the appellant for violating her order to compel him to respond to the agency’s deposition questions by prohibiting him from introducing testimony and documentary evidence concerning his affirmative defenses. IAF, Tab 19, Tab 26 at 2, 4-5. She found that, consequently, the appellant failed to meet his burden of proving his affirmative defenses. ID at 11. Thus, the issues on review are the following: (1) whether the administrative judge abused her discretion in imposing this sanction; and (2) whether the administrative judge correctly determined that the appellant did not prove his affirmative defense after imposing this sanction. The administrative judge did not abuse her discretion in not allowing the appellant to introduce testimonial or documentary evidence concerning his affirmative defenses. Administrative judges have the authority to impose sanctions as necessary to serve the ends of justice, including when a party fails to comply with an administrative judge’s order. Simon v. Department of Commerce , 111 M.S.P.R. 381, ¶ 11 (2009); 5 C.F.R. § 1201.43. Among the sanctions expressly permitted under 5 C.F.R. § 1201.43(a)(2) for failure to comply with an administrative judge’s order is a prohibition “from introducing evidence concerning the information sought, or from otherwise relying upon testimony related to that information.” See Harp v. Department of the Army , 791 F.2d 161, 163 & n.2 (Fed. Cir. 1986). The Board ordinarily will not disturb an administrative judge’s determination to impose a sanction unless it is shown that she abused her discretion or that her erroneous ruling adversely affected a party’s substantive rights. Simon, 111 M.S.P.R. 381, ¶ 11. The Board also may look to the Federal Rules of Civil Procedure for guidance on a “just” sanction under the circumstances and whether the administrative judge exercised her authority accordingly. See Wagner v. Department of Homeland Security , 105 M.S.P.R. 67, ¶¶ 14-15 (2007); see also 5 C.F.R. § 1201.72(a); Fed. R. Civ. P. 37(b). A3 sanction under the Federal Rules should be “proportionate” to the offense, and, when the possibility of a severe sanction is raised, a court should consider carefully whether a lesser sanction would be more appropriate for a particular violation. Wagner, 105 M.S.P.R. 67, ¶ 15. The appellant has not shown that the administrative judge abused her discretion when she prohibited the appellant from introducing testimonial or documentary evidence concerning his affirmative defenses. She imposed the sanction for the appellant’s repeated refusals to respond to the agency’s questions regarding his alleged whistleblower disclosures at its second attempt to depose him. IAF, Tab 26 at 2; e.g., IAF, Tab 22 at 17-37, 59-61. In doing so, he knowingly violated the administrative judge’s May 9, 2022 order to compel responses to depositions, which she re-affirmed in her May 11, 2022 order denying the appellant’s motion to strike.2 IAF, Tabs 19, 21. The sanction imposed was expressly permitted under 5 C.F.R. § 1201.43(a)(2) under these circumstances. IAF, Tab 26 at 2. Moreover, the sanction was “just” under the Federal Rules of Civil Procedure because it recognized that the evidence related to the affirmative defenses was not subject to fair testing by the agency through deposition. See Smets v. Department of the Navy , 117 M.S.P.R. 164, ¶ 12 (2011), aff’d, 498 F. App’x 1 (Fed. Cir. 2012); Wagner, 105 M.S.P.R. 67, ¶¶ 13-15. Accordingly, we find that the administrative judge did not abuse her discretion in imposing this sanction. Despite the administrative judge’s sanction precluding the appellant from offering evidence in support of his affirmative defenses, the record nevertheless contains some evidence, primarily submitted by the agency, in connection with 2 In his motion to strike, the appellant argued that he should not have been compelled to answer the agency’s questions about his alleged whistleblower disclosures because those questions should have been directed to the Department of Homeland Security Policy Office for a policy determination. IAF, Tab 20 at 5. He also argued that the venue of an oral deposition did not afford him whistleblower protections. Id. The administrative judge found that his reasoning was not a proper basis for not responding or objecting to the agency’s deposition questions. IAF, Tab 21 at 2. We agree.4 these issues. Therefore, we supplement the initial decision to expressly address the appellant’s claim of whistleblower reprisal, which he re-raises on review. PFR File, Tab 1 at 3-5; IAF, Tab 1 at 9. The appellant did not prove his affirmative defense of whistleblower reprisal. In an adverse action appeal, such as this, an appellant’s claim of whistleblower reprisal is treated as an affirmative defense. Shannon v. Department of Veterans Affairs , 121 M.S.P.R. 221, ¶ 21 (2014). To establish a prima facie case of whistleblower reprisal, an appellant must prove by preponderant evidence that he made a protected disclosure as described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity as described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action outlined in 5 U.S.C. § 2302(a)(2)(A). 5 U.S.C. § 1221(e)(1); see Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶ 12 & n.1 (2015). A protected disclosure is a contributing factor if it in any way affects an agency’s decision to take a personnel action. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way to establish contributing factor is the knowledge/timing test. Wadhwa v. Department of Veterans Affairs , 110 M.S.P.R. 615, ¶ 12, aff’d, 353 F. App’x 435 (Fed. Cir. 2009). Under that test, an appellant can prove the contributing factor element through evidence showing that the official taking the personnel action knew of the disclosure and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure was a contributing factor in the personnel action. Id.; see 5 U.S.C. § 1221(e)(1). If an appellant fails to satisfy the knowledge/timing test, the Board considers other evidence, such as that pertaining to the strength or weakness of the agency’s reasons for taking the actions, whether the whistleblowing was personally directed at the proposing or deciding officials, and whether those individuals had a desire or motive to5 retaliate against the appellant. Rumsey v. Department of Justice , 120 M.S.P.R. 259, ¶ 26 (2013); Dorney, 117 M.S.P.R. 480, ¶ 15. If the appellant establishes a prima facie case of whistleblower reprisal, the burden shifts to the agency to show by clear and convincing evidence that it would have taken the same personnel action in the absence of any protected activity. See Ayers, 123 M.S.P.R. 11, ¶ 27. In determining whether the agency made such a showing, we generally consider the following factors: (1) the strength of the agency’s evidence in support of its action; (2) the existence and strength of any motive to retaliate on the part of the agency officials who were involved in the decision; and (3) any evidence that the agency takes similar actions against employees who are not whistleblowers but who are otherwise similarly situated. Id.; see Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999). In his initial appeal, the appellant raised a claim that the agency retaliated against him for making protected disclosures. IAF, Tab 1 at 9. He filed an Office of Special Counsel (OSC) complaint, on or around November 2021, which he submitted to the agency as his reply to the notice of proposed removal.3 IAF, Tab 7 at 23, 35-59. He also alleged several protected disclosures or activities in his sworn pleading before the administrative judge. IAF, Tab 23 at 6-18. We discern from these submissions the following alleged protected disclosures and activities: participation in another employee’s EEO complaint in May 2015, IAF, Tab 7 at 42, Tab 23 at 33; multiple emails sent to agency employees since December 3, 2020, disclosing violations of law, rule or regulation, gross mismanagement, gross waste of funds, or abuse of authority, IAF, Tab 7 at 42-43, Tab 23 at 6-7, 14-15; an April 2021 “grievance escalation email” alleging a hostile work environment, IAF, Tab 7 at 50, Tab 23 at 13; and email(s) in 2021 3 We have considered the appellant’s allegations in his November 2021 OSC complaint as part of his allegations in this case. IAF, Tab 7 at 35-59; PFR File, Tab 1 at 3-5. However, the appellant has not alleged retaliation for filing the November 2021 OSC complaint. IAF, Tab 23; PFR File, Tab 1 at 3-5. 6 requesting to reopen a Department of Homeland Security Office of Inspector General (OIG) complaint, IAF, Tab 23 at 7, 13, 17; PFR File, Tab 1 at 3. Participation in another employee’s EEO complaint in May 2015 The appellant provided the deciding official with his OSC complaint in reply to the notice of proposed removal. IAF, Tab 7 at 23, 35-59. In his OSC complaint, he listed as a protected whistleblowing activity that, in May 2015, he “participated in” another employee’s EEO complaint filed against the Chief Intelligence Officer (CIO). Id. at 42.4 He appeared to re-raise a claim of retaliation based on this protected activity before the administrative judge. IAF, Tab 23 at 33. Testifying for or otherwise lawfully assisting any individual in the exercise of any appeal, complaint, or grievance right granted by any law, rule, or regulation is a protected activity under 5 U.S.C. 2302(b)(9)(B). See Edwards v. Department of Labor , 2022 MSPB 9, ¶¶ 26-27, aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. Jul. 7, 2023); Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶ 10 (2015). Accordingly, an affirmative defense of reprisal for this activity is subject to the burden -shifting standards set forth in 5 U.S.C. § 1221(e). Alarid, 122 M.S.P.R. 600, ¶ 12. Here, the preponderant evidence shows that the deciding official first learned of his alleged EEO activity in November 2021, when the appellant supplied his OSC complaint in response to the proposal notice.5 IAF, Tab 7 at 23, 42; HR (testimony of the deciding official). He decided to remove 4 On review, the appellant contends that there were “several previously identified EEOC issues” that were not addressed in the initial decision. PFR File, Tab 1 at 5. The appellant’s OSC complaint and prehearing submission also contain references to alleged Title VII, Civil Rights Act violations, and a hostile work environment, for example. IAF, Tab 7 at 44, 50, Tab 23 at 7. To the extent that the appellant is alleging that he was removed because of retaliation in violation of Title VII outside the whistleblower context, we have discerned no direct or circumstantial evidence that any consideration prohibited under Title VII was at least a motivating factor in his removal. See Pridgen v. Office of Management and Budget , 2022 MSPB 31. To the extent that the appellant may have raised any additional affirmative defenses, IAF, Tab 23 at 6-10, he has not made any arguments regarding them on petition for review, and we will not consider them further.7 the appellant in December 2021. IAF, Tab 7 at 23-28. Thus, the contributing factor standard is established through the knowledge/timing test. See Salinas v. Department of the Army , 94 M.S.P.R. 54, ¶ 9 (2003) (stating that the acting officials’ knowledge of the disclosure and the timing of the personnel action constitute the circumstantial evidence relevant to contributing factor under the knowledge/timing test). We next turn to the question of whether the agency proved by clear and convincing evidence that it would have separated the appellant absent his protected activity. As to the first Carr factor, the strength of the agency’s evidence in support of its action, the administrative judge found that the agency proved all seven specifications of its charge of failure to follow instructions. ID at 7; IAF, Tab 7 at 60-61. Significantly, the appellant did not deny the factual basis of the charge, i.e., that he failed to complete his assignments as instructed. HR (testimony of the appellant). Rather, he challenged the propriety of the instructions based on, among other things, the U.S. Constitution. IAF, Tab 23 at 8-10; HR (testimony of the appellant). The administrative judge found the appellant’s assertions of constitutional violations unpersuasive, and she credited the testimonies of the appellant’s supervisors that the instructions comported with agency policy and procedures. ID at 5-8. We discern no error in that regard. Thus, we find that the agency had strong, legitimate reasons for the appellant’s removal. Regarding the second Carr factor, the record contains no evidence other than circumstantial evidence of knowledge/timing concerning any retaliatory motive on the part of the deciding official. The deciding official testified persuasively regarding his decision to sustain the appellant’s removal, which did 5 We assume without deciding that the appellant engaged in protected activity under section 2302(b)(9)(B). In any event, the Board has explained that whistleblower protections extend to individuals who were perceived to engage in protected activity, even if they had not done so. See Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶¶ 9-12 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39.8 not include any improper considerations. HR (testimony of the deciding official). To the extent that the deciding official may have been influenced by the retaliatory motives of other agency officials involved in the decision, there is no indication in the record that any other official had knowledge of the appellant’s purported activity except for—presumably—the CIO. According to the appellant, the CIO was the accused official in the 2015 EEO case. IAF, Tab 7 at 42. The agency’s specifications and underlying evidence reflect that the CIO was the appellant’s second-line supervisor at the time of the removal action and was involved to some degree in the issuance of the supervisory instructions underlying its charge. Id. at 60-61, 68, 72-73; HR (testimony of the CIO). However, the record does not contain other evidence of a retaliatory motive on the part of the CIO, who, notably, had been a supervisor in the appellant’s chain of command since the purported EEO activity in 2015 without incident. HR (testimony of the CIO). Ultimately, we find that the agency has established that there was not a strong motive to retaliate on the part of the agency officials who were involved in the decision. Lastly, the third Carr factor cannot weigh in the agency’s favor because the record does not definitely establish that the agency has taken similar actions against non-whistleblowers. See Karnes v. Department of Justice , 2023 MSPB 12 ¶ 35. Here, there is no discussion in the record regarding the existence of potential comparators. Given the complete absence of evidence on the issue, we conclude that Carr factor 3 is removed from consideration and is a neutral factor. See id., ¶ 36. After weighing the Carr factors, we find that the agency proved by clear and convincing evidence that it would have taken the removal action absent the appellant’s protected activity under 5 U.S.C. 2302(b)(9)(B). 9 Multiple emails sent to agency employees since December 3, 2020, disclosing violations of law, rule or regulation, gross mismanagement, gross waste of funds, or abuse of authority Protected whistleblowing occurs when an appellant makes a disclosure that he reasonably believes evidences a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health and safety. Pridgen v. Office of Management and Budget, 2022 MSPB 31, ¶ 52. The proper test for determining whether an employee had a reasonable belief that his disclosures were protected is whether a disinterested observer with knowledge of the essential facts known to, and readily ascertainable by, the employee could reasonably conclude that the actions evidenced a violation of a law, rule, or regulation, or one of the other conditions set forth in 5 U.S.C. § 2302(b)(8). Id. Furthermore, to make a protected disclosure of a law, rule, or regulation, an employee ordinarily must identify the specific law, rule, or regulation that was violated, unless the statements and the circumstances surrounding the making of those statements clearly implicate an identifiable violation of law, rule, or regulation. Ayers, 123 M.S.P.R. 11, ¶ 24. The disclosures must be specific and detailed, not vague allegations of wrongdoing regarding broad or imprecise matters. Rzucidlo v. Department of the Army, 101 M.S.P.R. 616, ¶ 13 (2006). In his sworn prehearing submission, the appellant contended that HSI managers in his office violated specific sections of the HSI Case Management Handbook,6 as well as the Fourth Amendment of the U.S. Constitution, when using their case management system to process cases because they failed to provide an Investigative Case Management (ICM) case number for each assignment. IAF, Tab 23 at 8-10. He alleged that, on December 3, 2020, and in multiple other emails, he requested to discuss his concerns or obtain ICM case numbers from Special Agents and supervisors. IAF, Tab 7 at 55-58, Tab 23 6 For purposes of our analysis, we assume without deciding that the provisions of the HSI Case Management Handbook constitute “rule(s)” under section 2302(b)(8)(A)(i).10 at 6-7, 14-15. However, the only documentary evidence of his actual emails reflects that his expressed concerns were vague and conclusory. IAF, Tab 7 at 42-43,7 Tab 8 at 94, 102, Tab 24 at 31-32, 34, 37-38. Although the emails express his “firm opinion” that an ICM case number was required for completion of his work assignments, e.g., IAF, Tab 24 at 31, he does not identify any specific law, rule, or regulation that he believed was being violated by failing to provide an ICM case number, IAF, Tab 7 at 42-43; Tab 8 at 94, 102; Tab 24 at 31-32, 34, 37-38. Indeed, in one instance, his supervisor responded to his email containing the disclosure with a request that the appellant “[p]lease help [him] understand why [he] ke[pt] raising this as a concern,” which further supports that the alleged violation was not identifiable or ascertainable under the circumstances. IAF, Tab 24 at 36. This is not a situation in which the circumstances clearly implicate an identifiable violation of law, rule, or regulation. Cf. Ayers, 123 M.S.P.R. 11, ¶ 24. We therefore conclude that the appellant did not establish that these emails contained disclosures that he reasonably believed constitute protected disclosures of any type of wrongdoing described under 5 U.S.C. § 2302(b)(8). See Rzucidlo, 101 M.S.P.R. 616, ¶ 13; see also Young v. Merit Systems Protection Board , 961 F.3d 1323, 1328-29 (Fed. Cir. 2020) (agreeing with the administrative judge that allegations that employees were taking longer breaks than were permitted and that “no work was being done” were so general in nature that they did not rise to the level of nonfrivolous allegations of wrongdoing under 5 U.S.C. § 2302(b)(8)(A)). 7 In his sworn OSC complaint, the appellant identified as protected disclosures a May 6, 2020 email to the then Deputy Special Agent in Charge (DSAC), a May 8, 2020 email to the Assistant Special Agent in Charge (ASAC), and a July 10, 2020 email to the DSAC and the ASAC, IAF, Tab 7 at 42-43, and provided excerpts of these emails. We have considered these excerpts as evidence of the content of these emails.11 April 2021 “grievance escalation email” alleging a hostile work environment The appellant reported to OSC that he filed a grievance under agency grievance procedures in May 2020 and escalated his claim of “discriminatory harassment hostile work environment” in an April 2021 email. IAF, Tab 7 at 38, 50. He argued in his prehearing submission that he sent a “grievance escalation email” in April 2021, regarding hostile work environment and retaliation concerns. IAF, Tab 23 at 13. The agency submitted evidence of an April 2021 email, in which the appellant complained of “ongoing and continually escalating hostile workplace environment/activities,” which he believed were “fundamentally rooted in [r]etaliation.” IAF, Tab 24 at 106. The deciding official, who received his email, requested clarification and expressed that it was “still not clear to [him] what exactly is [the] grievance.” Id. at 105. We find no indication in these emails that the appellant was seeking to remedy whistleblower reprisal. IAF, Tab 25 at 105-07; see 5 U.S.C. § 2302(b)(9)(A)(i). Assuming that the appellant sought to oppose Title VII discrimination or retaliation in this email, we have discerned no direct or circumstantial evidence that any consideration prohibited under Title VII was a motivating factor in his removal. See Pridgen, 2022 MSPB 31, ¶¶ 20-24, 30; supra note 4, at 7.8 Thus, we find that the appellant has not proven an affirmative defense based on his April 2021 email. Emails in 2021 requesting to reopen a Department of Homeland Security OIG complaint The appellant reported to OSC that he opened an OIG complaint in November 2017. IAF, Tab 7 at 38. In his prehearing submission, he asserted that 8 A claim of retaliation for exercising grievance rights outside the whistleblower context, i.e., a prohibited personnel practice under 5 U.S.C. § 2302(b)(9)(A)(ii), is evaluated under the Warren standard. See Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986). To the extent that the appellant has raised this claim, we find that it is unproven because the appellant has not shown a genuine nexus between retaliation for protected grievance activity and his removal. See id.12 he notified HSI management in November 2021 that he was a “[w]histleblower” because he previously reported retaliation to OIG. IAF, Tab 23 at 17. He also alleged that he sent an email request to OIG to reopen his complaint sometime in the timeframe of February 1 to April 30, 2021, and again following his notice of proposed removal in November 2021. IAF, Tab 23 at 7, 13, 17; PFR File, Tab 1 at 3. The Board has found that disclosures to an agency’s OIG constitute protected activity under 5 U.S.C. § 2302(b)(9)(C) regardless of their content. See Pridgen, 2022 MSPB 31, ¶ 62. We note, however, that the record contains no documentary evidence of the appellant’s alleged OIG complaint from November 2017 or the appellant’s subsequent email requests to reopen the case in 2021. Nevertheless, the record shows that the deciding official became aware of at least some of his purported OIG activity in November 2021, when he received his OSC complaint in response to the notice of proposed removal. IAF, Tab 7 at 23, 38; HR (testimony of the deciding official). Therefore, we find that the contributing factor standard is established through the knowledge/timing test concerning the appellant’s alleged activity under 5 U.S.C. § 2302(b)(9)(C). See Salinas, 94 M.S.P.R. 54, ¶ 9. Applying the Carr factors once more, we again find that the agency had strong, legitimate reasons for the appellant’s removal and that this factor continues to weigh in the agency’s favor. See supra p. 8. Regarding the second Carr factor, we note an additional consideration as it pertains to the appellant’s OIG complaint(s). The U.S. Court of Appeals for the Federal Circuit (Federal Circuit) has instructed the Board to fully consider whether agency officials possessed a “professional retaliatory motive” because the whistleblower’s disclosures implicated agency officials and employees in general. See Soto v. Department of Veterans Affairs , 2022 MSPB 6, ¶¶ 14-15 (discussing the Federal Circuit’s decisions on this issue). A reasonable inference based on the evidence here is that the deciding official presumed that the appellant’s OIG complaint, like his OSC complaint, generally implicated the deciding official and others by13 alleging that they ignored the appellant’s concerns regarding ICM Case numbers and continued to violate suspects’ constitutional rights. IAF, Tab 7 at 42-43, 49-50. However, the agency officials testified credibly and persuasively regarding the propriety of their actions, and there is no indication that they believed the appellant’s OIG complaint would reflect poorly on them or the agency at large. HR (testimonies of the first-line supervisor, the CIO, and the deciding official). Because there was no other evidence submitted concerning any retaliatory motive, we do not infer one. Overall, there is only weak, circumstantial evidence of a retaliatory motive. Finally, we again find that the third Carr factor is a neutral factor because the record is devoid of comparator evidence. See supra p. 9. Weighing all three factors, we find that the agency proved by clear and convincing evidence that it would have taken the same removal action absent the appellant’s purported OIG complaints. Finally, considering the appellant’s alleged protected activity collectively, i.e., both his EEO activity in May 2015 and his OIG complaints, our findings are unchanged. Accordingly, we affirm the initial decision as modified and sustain the appellant’s removal. NOTICE OF APPEAL RIGHTS9 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule 9 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.14 regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The15 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file16 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.10 The court of appeals must receive your 10 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 17 petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 18 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Cogdell_RobertCH-0752-22-0133-I-1__Final_Order.pdf
2024-05-13
null
CH-0752-22-0133-I-1
NP
1,483
https://www.mspb.gov/decisions/nonprecedential/Hudson_Kenneth_D_AT-3443-23-0144-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KENNETH HUDSON, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER AT-3443-23-0144-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kenneth Hudson , Byron, Georgia, pro se. Christine Helms , Robins AFB, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his appeal challenging his performance rating. On petition for review, the appellant argues that the Board has jurisdiction because the agency committed several prohibited personnel practices when it issued his performance appraisal rating. Petition for Review File, Tab 1 at 5-7. Generally, we grant petitions such as this one only in the following 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). ¶2The Board's jurisdiction is limited to those matters over which it has been given jurisdiction by law, rule, or regulation. Maddox v. Merit Systems Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985). As explained by the administrative judge, performance ratings are generally not appealable actions. See Bambl v. Department of the Treasury , 113 M.S.P.R. 55, ¶ 9 (2010). The appellant has not made a nonfrivolous allegation that any exception to this general rule should apply to his appeal. In particular, his allegation that the agency committed multiple prohibited personnel practices is not an independent source of jurisdiction. See Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980) (explaining that prohibited personnel practices under 5 U.S.C. § 2302(b) are not an independent source of Board jurisdiction) , aff’d, 681 F.2d 867, 871-73 (D.C. Cir. 1982).2 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Hudson_Kenneth_D_AT-3443-23-0144-I-1__Final_Order.pdf
2024-05-13
KENNETH HUDSON v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. AT-3443-23-0144-I-1, May 13, 2024
AT-3443-23-0144-I-1
NP
1,484
https://www.mspb.gov/decisions/nonprecedential/Aubart_KevinSF-1221-20-0324-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KEVIN AUBART, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER SF-1221-20-0324-W-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kevin Aubart , Honolulu, Hawaii, pro se. Wendall Hall , Esquire, Fort Shafter, Hawaii, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision in this appeal. For the reasons set forth below, we DISMISS the appeal as settled. ¶2After the filing of the appellant’s petition for review, the agency submitted a document entitled “Global Negotiated Settlement Agreement,” signed by the parties on June 1, 2023. Petition for Review (PFR) File, Tab 8 at 11. The document provides, among other things, that the appellant agreed to “waive his 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). right to pursue administrative or judicial action in any forum,” including, among others, the Board, concerning any matters “which have occurred prior to the execution of this agreement.” Id. at 7. On April 10, 2024, the Board issued an order instructing the appellant to show cause why his appeal should not be dismissed pursuant to the settlement agreement. PFR File, Tab 9. The appellant did not file a response. ¶3Before dismissing a matter as settled, the Board must decide whether the parties have entered into a settlement agreement, whether they understand its terms, and whether they intend to have the agreement entered into the record for enforcement by the Board. See Mahoney v. U.S. Postal Service , 37 M.S.P.R. 146, 149 (1988). In addition, before accepting a settlement agreement into the record for enforcement purposes, the Board must determine whether the agreement is lawful on its face and whether the parties freely entered into it. See Delorme v. Department of the Interior , 124 M.S.P.R. 123, ¶¶ 10-11 (2017 ). ¶4Here, we find that the parties have entered into a settlement agreement, understand its terms, and agree that the agreement will not be entered into the record for enforcement by the Board. PFR File, Tab 8 at 10-11. Accordingly, we find that dismissing the appeal with prejudice to refiling (i.e., the parties normally may not refile this appeal) is appropriate under these circumstances. As the parties do not intend for the Board to enforce the terms of the settlement agreement, we do not enter the settlement agreement into the record for enforcement. ¶5Accordingly, we dismiss this appeal as settled. This is the final decision of the Merit Systems Protection Board in this appeal. Title 5 of the Code of Federal Regulations, section 1201.113 (5 C.F.R. § 1201.113). 2 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ____________________________ __ Gina K. Grippando Clerk of the Board Washington, D.C.7
Aubart_KevinSF-1221-20-0324-W-1__Final_Order.pdf
2024-05-13
KEVIN AUBART v. DEPARTMENT OF THE ARMY, MSPB Docket No. SF-1221-20-0324-W-1, May 13, 2024
SF-1221-20-0324-W-1
NP
1,485
https://www.mspb.gov/decisions/nonprecedential/Tarrab_AlanDC-1221-16-0401-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ALAN TARRAB, Appellant, v. DEPARTMENT OF TRANSPORTATION, Agency.DOCKET NUMBER DC-1221-16-0401-W-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Alan Tarrab , Reston, Virginia, pro se. Elizabeth A. Sorrells , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED by this Final Order to find that the appellant did not exhaust his administrative remedies with OSC for two alleged disclosures, we AFFIRM the initial decision. BACKGROUND The appellant was a General Engineer for the agency’s Federal Railroad Administration. Initial Appeal File (IAF), Tab 1 at 1.2 In July 2015, he filed a complaint with the Office of Special Counsel (OSC), alleging that the agency had just denied him a career ladder promotion in reprisal for whistleblowing. Id. at 7-17. In January 2016, OSC terminated its inquiry and notified the appellant of applicable Board appeal rights. Id. at 18. The instant IRA appeal followed. Id. at 5. Without holding the requested hearing, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 15, Initial Decision (ID). He found that the appellant failed to nonfrivolously allege that he made protected disclosures. ID at 4-9. The appellant has filed a petition for review. Petition for 2 The appellant began working for the agency in February 2015, and he left the agency in October 2015, for a position with the Environmental Protection Agency. IAF, Tab 4 at 4-5, Tab 5 at 4, Tab 7 at 14, 26. The agency indicated that it no longer had access to his electronic official personnel file to document his exact dates of employment, but February to October 2015 is reflected in the appellant’s own filings in this case. IAF, Tab 4 at 4, n.1, Tab 7 at 14, 26.2 Review (PFR) File, Tab 1. The agency has filed a response, and the appellant has replied. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The Board lacks jurisdiction over matters that were not exhausted before OSC. The Board has jurisdiction over an IRA appeal if the appellant exhausts his administrative remedies before OSC and makes nonfrivolous allegations that: (1) he made a disclosure described under 5 U.S.C. § 2302(b)(8), or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a)(2)(A).3 5 U.S.C. §§ 1214(a)(3), 1221(e)(1); Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1371 (Fed. Cir. 2001). As to the exhaustion requirement, the Board may only consider the matters raised before OSC. Coufal v. Department of Justice , 98 M.S.P.R. 31, ¶¶ 14, 18 (2004). As evidence of exhaustion, the appellant submitted his initial complaint to OSC, along with OSC’s subsequent closeout letter. IAF, Tab 1 at 7-19. OSC summarized his detailed complaint as involving disclosures that the agency was (1) delegating Government authority to private entities, (2) assigning inherently Governmental functions to contractors, (3) violating the Paperwork Reduction Act, (4) violating the Federal Advisory Committee Act, and (5) failing to obtain special permits.4 Id. at 18. OSC also identified the alleged personnel action as the denial of a career ladder promotion. Id. In the IRA appeal proceedings, the appellant has described the number and nature of his disclosures somewhat differently. Compare IAF, Tab 1 at 5, with IAF, Tab 7 at 4-5. Most notably, in one of his pleadings, the appellant reported 3 We have reviewed the relevant legislation enacted during the pendency of this appeal and have concluded that it does not affect the outcome of the appeal. 4 For the sake of clarity, we will use “(1)-(5)” to identify these alleged disclosures, despite their varying descriptions throughout the pleadings in this appeal. See, e.g., IAF, Tab 1 at 5, Tab 7 at 4-5.3 making two additional disclosures. IAF, Tab 7 at 5. The first concerned alleged abuses of authority regarding a traffic citation. Id. The second concerned an alleged disclosure about whistleblower retaliation. Id. On review, the appellant argues that the administrative judge failed to address these two alleged disclosures. PFR File, Tab 1 at 7 (referencing IAF, Tab 7 at 5). However, there is no evidence that the appellant raised these matters with OSC. Neither disclosure is reflected in his initial complaint to OSC or in OSC’s closeout letter.5 IAF, Tab 1 at 7-17. Although the appellant indicated that he sent OSC additional information after his initial complaint, IAF, Tab 7 at 8, he failed to identify what that information entailed or otherwise show that he raised additional disclosures with OSC. Therefore, we modify the initial decision to find that the Board lacks jurisdiction over these alleged disclosures because the appellant has not proven exhaustion. See Miller v. Federal Deposit Insurance Corporation, 122 M.S.P.R. 3, ¶¶ 6-10 (2014) (finding that the Board lacked jurisdiction over an appellant’s new allegations of protected activity separate from the activity that was the core of the retaliation claim described in his submissions to OSC), aff’d, 626 F. App’x 261 (Fed. Cir. 2015); Coufal, 98 M.S.P.R. 31, ¶¶ 14, 18 (same). Though not raised in his petition for review, at least one of the appellant’s pleadings also suggested that the agency retaliated by coercing his resignation. IAF, Tab 5 at 4. To the extent that the appellant intended to pursue that or any other alleged personnel action in the instant appeal, it similarly falls outside the Board’s jurisdiction because he has not shown that he exhausted the matter before OSC. IAF, Tab 1 at 7-18. 5 We located the additional disclosures in a letter requesting reconsideration of a performance evaluation. IAF, Tab 7 at 10-11. However, the letter is not signed or dated, and the appellant has not shown that it was provided to OSC for purposes of exhaustion. Id. On review, the appellant submitted additional correspondence with OSC, but none of the correspondence references either of these two disclosures. PFR File, Tab 4 at 9-14.4 The appellant did not nonfrivolously allege that he made protected disclosures. As stated above, the appellant’s jurisdictional burden required that he present nonfrivolous allegations that he made a disclosure described under 5 U.S.C. § 2302(b)(8), or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). Supra; see Rebstock Consolidation v. Department of Homeland Security , 122 M.S.P.R. 661, ¶ 12 (2015) (recognizing that vague, conclusory, and unsupported allegations do not satisfy the Board’s nonfrivolous pleading standard). A “disclosure,” for purposes of an IRA appeal such as this, “does not include a communication concerning policy decisions that lawfully exercise discretionary authority unless the employee or applicant providing the disclosure reasonably believes that the disclosure evidences” the type of misconduct listed in section 2302(b)(8). 5 U.S.C. § 2302(a)(2)(D). Disclosure (1), the alleged improper delegation of Government authority to private entities According to the appellant’s pleadings, he disclosed that the agency unlawfully delegated to the American Association of Railroads (AAR) the authority to review and approve tank car equipment. IAF, Tab 1 at 10, 18. However, the actual disclosure was included in a written report he authored, indicating that his audit “reveal[ed] substantial problems and call[ed] into question the legality and advisability of having AAR continue in its current role.” IAF, Tab 7 at 12. Among other things, the report indicated that 49 C.F.R. § 179.3 vested the AAR with the power to approve tank cars, “without a clear showing of statutory authority” to do so. Id. According to the appellant, the AAR lacked sufficient staffing and could face pressures to act in a particular way when reviewing and approving tank car equipment. Id. at 13. He concluded by stating that “[w]hile the insourcing of the delegated function will require additional resources, it may be the only way to stay within the law and provide reasonable assurance of the safety of the valves involved.” Id.5 The administrative judge found that the agency had successfully advocated that it could delegate its authority in a similar dispute before the U.S. Supreme Court, a case specifically referenced in the appellant’s written report. ID at 6-7 (citing Department of Transportation , et al. v. Association of American Railroads, 575 U.S. 43 (2015))6; IAF, Tab 7 at 12. He further found that the appellant’s disclosure reflected a debatable policy disagreement, subject to significant litigation. ID at 7. Therefore, the administrative judge found that the appellant failed to nonfrivolously allege that this was a protected disclosure. ID at 6-7, 9; see 5 U.S.C. § 2302(b)(8). On review, the appellant asserts that he had a reasonable belief that disclosure (1) reflected a violation of law. PFR File, Tab 1 at 4-5; see, e.g., Applewhite v. Equal Employment Opportunity Commission , 94 M.S.P.R. 300, ¶ 12 (2003) (recognizing that a whistleblower need not prove that the matter he disclosed actually established any of the conditions described in section 2302(b) (8); instead, he must make a nonfrivolous allegation that the matter he disclosed was one that a reasonable person in his position would believe evidenced any of these conditions). We have considered the appellant’s argument, but we disagree. The test to determine whether the appellant had a reasonable belief that his disclosure evidenced any of the types of wrongdoing identified in 5 U.S.C. § 2302(b)(8) is whether a “disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee [could] reasonably conclude that the actions of the government evidence[d]” such wrongdoing. Applewhite, 94 M.S.P.R. 300, ¶ 12 (citing Lachance v. White , 174 F.3d 1378, 1381 (Fed. Cir. 1999)). Determining whether an employee had a reasonable belief that a law, rule, or regulation was violated turns on the facts of a particular 6 In fact, the Court’s decision was not so simple. The Court ruled in favor of the agency regarding one discreet issue—whether Amtrak was a government entity for some specific delegation purposes—but remanded for the lower courts to consider other questions that remained, including ones “implicating the Constitution’s structural separation of powers and the Appointments Clause.” Association of American Railroads, 575 U.S. at 46.6 case. Drake v. Agency for International Development , 543 F.3d 1377, 1381 (Fed. Cir. 2008). Here, the discovered the issue described in disclosure (1) just weeks after he began working for the agency as a General Engineer. Supra n.2; IAF, Tab 7 at 5; see Webb v. Department of the Interior , 122 M.S.P.R. 248, ¶ 12, n.5 (2015) (recognizing that an appellant’s involvement and understanding of the subject matter at issue may be considered in determining whether he established that he had a reasonable belief that he disclosed a violation of law, rule, or regulation). In addition, the appellant’s concerns were based on his own reading of complicated Supreme Court precedent concerning the delegation of Governmental authority, some of which had just been issued days earlier. IAF, Tab 7 at 5, 12; see Webb, 122 M.S.P.R. 248, ¶ 12, n.5. But even if we were to set those facts aside, the appellant has failed to nonfrivolously allege that he made a protected disclosure because his disclosure was essentially a statement why he thought the existing policy might pose legal and practical problems. See supra. Put another way, the appellant could not have reasonably believed that he was disclosing a violation of law by stating that he was unsure whether the law was violated. Id. If we were to find otherwise, an employee such as the appellant could gain whistleblower protections by simply lacking relevant knowledge about a particular policy and how it relates to a particular law, rule, or regulation, and asking another employee to explain. Compare Webb, 122 M.S.P.R. 248, ¶¶ 7-8 (finding that an appellant failed to present nonfrivolous allegations of protected disclosures when the alleged disclosures occurred in the context of a general discussion and constituted policy disagreement), with Ingram v. Department of the Army , 114 M.S.P.R. 43, ¶¶ 3, 17-18 (2010) (finding that an appellant made nonfrivolous allegations of a protected disclosure when he took ethics concerns to the agency’s legal department and later disclosed that an agency employee was acting against the advice of the legal department and violating ethics regulations). 7 We are mindful of the Federal Circuit’s decision in Hessami v. Merit Systems Protection Board , 979 F.3d 1362 (Fed. Cir. 2020). In that case, the court explained that the Board’s jurisdictional determination in an IRA appeal “must be determined based on whether the employee alleged sufficient factual matter, accepted as true, to state a claim that is plausible on its face.” Id. at 1369. But the Board need not consider an appellant’s allegations “in a vacuum.” Id. at 1369 n.5. Therefore, we find it appropriate to look beyond the characterization of this disclosure in the appellant’s pleadings, e.g., IAF, Tab 1 at 6, 10-11, Tab 7 at 4-5, to consider the documents he attached, showing that his disclosure was not as he has described, IAF, Tab 7 at 12-13. We are also mindful that a disclosure can be protected, even if it concerns a robustly debated policy decision. Hessami, 979 F.3d at 1370. Therefore, the fact that the appellant’s disclosure concerned a policy decision by the agency—its delegation of authority to the AAR—does not necessarily preclude coverage under 5 U.S.C. § 2302(b)(8). Nevertheless, for the reasons explained above, we agree with the administrative judge that the appellant did not make a nonfrivolous allegation that he reasonably believed his disclosure about the agency’s policy revealed a violation of law or any other category protected by section 2302(b)(8). He instead made a policy recommendation, based on what he perceived as “question[s about] the legality and advisability” of the existing policy. IAF, Tab 7 at 12. In other words, the appellant did not disclose that he believed the existing policy violated the law; he disclosed that the existing policy raised complicated legal and practical questions—questions that might be avoided by changing the existing policy. Therefore, he did not meet his jurisdictional burden regarding disclosure (1).8 Disclosures (3), (4), and (5), concerning the Paperwork Reduction Act, the Federal Advisory Committee Act, and the alleged failure to obtain special permits The appellant’s complaint to OSC suggested that there were additional process problems stemming from the matter described in disclosure (1), including ones described in disclosure (3), concerning the Paperwork Reduction Act, and disclosure (5), concerning a failure to obtain special permits. IAF, Tab 1 at 10. In the instant appeal, the appellant similarly connected problems described in disclosure (4), concerning the Federal Advisory Committee Act, to the matter outlined in disclosure (1).7 IAF, Tab 5 at 5-6, Tab 7 at 4. The administrative judge found that pendant claims to disclosure (1) were not protected because they also constituted policy disagreements.8 ID at 7. On review, the appellant states that his alleged disclosures about the Paperwork Reduction Act and the alleged failure to obtain special permits were not pendant claims and should be deemed protected, even if disclosure (1) is not. PFR File, Tab 1 at 6. However, we discern no basis for reaching a conclusion different than that provided in the initial decision. To the extent that the appellant suggests that he had a reasonable belief that disclosures (3), (4), and (5) revealed the type of wrongdoing described section 2302(b)(8), PFR File, Tab 1 at 4-5, our discussion above similarly applies. To illustrate, in disclosure (3), the appellant stated that “[t]he Paperwork Reduction[] Act . . . applies to forms required to be submitted to third parties,” but “AAR’s 7 Disclosure (4) is not reflected in the appellant’s initial complaint to OSC. IAF, Tab 1 at 7-17. It is, however, identified in OSC’s closeout letter. Id. at 18. The appellant further referenced disclosure (4) and the alleged violation of the Federal Advisory Committee Act in the instant appeal, but did so without substantive explanation of the alleged violation. IAF, Tab 5 at 5-6, Tab 7 at 4. 8 The administrative judge described the pendant claims to disclosure (1) as “problems with the process,” mirroring the language used by the appellant. Compare ID at 7, with IAF, Tab 1 at 10. He specifically identified the pendant claims as including disclosures (3) and (4), without mentioning disclosure (5). ID at 7. Nevertheless, we find that disclosure (5) is similarly incorporated as a pendant claim and “problem[] with the process,” just as the appellant asserted in his complaint to OSC. IAF, Tab 1 at 10. 9 forms do not have OMB control numbers” and “the failure to go through the OMB clearance process has resulted in substantive problems with the forms,” including the forms having a superfluous field. IAF, Tab 7 at 12. In disclosure (4), the appellant stated that “[w]hile understood in a historical context, legal developments over the last century further call into question the legality of [AAR’s] practices” because “the Federal Advisory Committee Act (enacted in 1972) requires that such committees be advisory only.” IAF, Tab 7 at 12. The context here is key. Despite the appellant’s post hoc characterization of his disclosures, it is apparent that he disclosed general concerns—concerns that were at least tangentially related to various laws and that he believed might warrant a change in policy. But there is no indication that he reasonably believed he had disclosed a violation of law or any other type of wrongdoing described in section 2302(b)(8). Therefore, the appellant has failed to nonfrivolously allege that he made protected disclosures. See Rebstock, 122 M.S.P.R. 661, ¶ 12; Webb, 122 M.S.P.R. 248, ¶¶ 7-8. Disclosure (2), the alleged improper assignment of inherently Governmental functions to contractors Separate from his written report discussed above, the appellant alleged that he disclosed “concerns regarding the use of contractors to perform inherently governmental functions.” IAF, Tab 7 at 10. Specifically, the appellant alleged that he revealed that the agency assigned a specific contract employee to participate in the processing of One-Time Movement Approvals (OTMAs), a task that he apparently sought to perform himself. IAF, Tab 1 at 10-11, Tab 7 at 10. According to the appellant, the agency’s assignment of that task to a contract employee implicates a regulation found at 48 C.F.R. § 7.503(c)(15). IAF, Tab 1 at 10-11, Tab 7 at 10. That regulation provides that “[c]ontracts shall not be used for the performance of inherently governmental functions.” 48 C.F.R. § 7.503(a). However, it also provides an agency with the authority to determine whether a function is inherently Governmental, while also providing the Office of10 Management and Budget the authority to review those determinations. 48 C.F.R. § 7.503(a)-(b). The regulation includes examples of inherently Governmental functions, including “[t]he approval of Federal licensing actions and inspections.” 48 C.F.R. § 7.503(c)(15) (emphasis added). The administrative judge found that the appellant’s disclosure about a contractor participating in the processing of OTMAs was not protected because delegation was within the agency’s broad discretionary authority, pursuant to 48 C.F.R. § 7.503(b),9 and the appellant’s disclosure amounted to a policy disagreement. ID at 7-9. He found that it was within the agency’s discretion to consider an OTMA a temporary one-time permit, and not a “license” within the scope of 48 C.F.R. § 7.503(c)(15). ID at 8. On review, the appellant generally disagrees with the administrative judge’s conclusion that an OTMA is not a “license,” within the scope of 48 C.F.R. § 7.503(c)(15). PFR File, Tab 1 at 6-7. He cites the definition of “license” in 5 U.S.C. § 551(8), a statute that appears to have no relation to the matter at hand, without further explanation. Id. The appellant also cites an agency bulletin concerning OTMAs, generally, again without further explanation. Id. at 4 (citing www.fra.dot.gov/eLib/Details/L04844). It is unclear whether the statute or bulletin the appellant now relies on supports his arguments. See Rebstock, 122 M.S.P.R. 661, ¶ 12. In any event, to the extent that the appellant suggests that he also had a reasonable belief that he was disclosing a violation in this disclosure, PFR File, Tab 1 at 4-5, our discussion above similarly applies. The record suggests that the appellant was a new employee, questioning many of the agency’s policy decisions and processes, generally. It does not suggest that a disinterested observer in his position could reasonably believe that he had disclosed the type of wrongdoing described in section 2302(b)(8). Accordingly, we affirm the initial decision as modified. 9 The appellant was aware of 48 C.F.R. § 7.503, as evidenced by his discussion of it in the written report he drafted, containing some of his disclosures. IAF, Tab 7 at 12. 11 NOTICE OF APPEAL RIGHTS10 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 10 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.12 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any13 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s14 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.11 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 11 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 15 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16
Tarrab_AlanDC-1221-16-0401-W-1__Final_Order.pdf
2024-05-13
ALAN TARRAB v. DEPARTMENT OF TRANSPORTATION, MSPB Docket No. DC-1221-16-0401-W-1, May 13, 2024
DC-1221-16-0401-W-1
NP
1,486
https://www.mspb.gov/decisions/nonprecedential/Gauff_SaraCH-0752-23-0211-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SARA GAUFF, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-0752-23-0211-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Shannon Eckman , Esquire, Minneapolis, Minnesota, for the appellant. Scott Lawrence , Esquire, Minneapolis, Minnesota, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision in this appeal, which dismissed her appeal as settled. For the reasons set forth below, we GRANT the appellant’s petition for review, VACATE the initial decision which dismissed the appeal as settled pursuant to the parties’ May 19, 2023 settlement 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). agreement, and DISMISS the appeal as settled pursuant to the parties’ revised settlement agreement submitted to the Board on August 10, 2023. ¶2On May 19, 2023, the parties submitted a fully executed settlement agreement, which provided, among other things, for the withdrawal of the appellant’s Board appeal. Initial Appeal File (IAF), Tab 14 at 6. The administrative judge issued an initial decision entering the May 19, 2023 settlement agreement into the record and dismissing this appeal as settled. IAF, Tab 17, Initial Decision (ID). The initial decision became final on June 30, 2023, when neither party filed a petition for review.2 ID at 3. ¶3On August 10, 2023, the appellant submitted a document entitled “Revised Settlement Agreement and Release,” signed by both parties. Petition For Review (PFR) File, Tab 1 at 4-10. The document provides, among other things, for the dismissal of this appeal, and states that the revised settlement agreement “supersedes conflicting terms contained within the [May 19, 2023 settlement agreement].” Id. at 6, 9. ¶4The parties are requesting that the Board enter the revised settlement agreement into the record for enforcement purposes, replacing the May 19, 2023 settlement agreement. Id. at 7, 9. While this is an unusual situation, we find that entering the revised settlement agreement into the record at the parties’ mutual request promotes the strong public policy favoring settlement. See Spahn v. Department of Justice , 93 M.S.P.R. 195, ¶ 24 (2003) (characterizing the public policy favoring settlement as strong) . Accordingly, we must vacate the initial decision because although the administrative judge properly accepted the May 19, 2023 settlement agreement and dismissed the appeal, he did so based on what is now an outdated settlement agreement. 2 The Board has found that untimeliness is not a bar to accepting a settlement agreement into the record. See McNamee v. Veterans Administration , 39 M.S.P.R. 530, 533 (1989) (explaining that possible untimeliness was not a bar to entering a settlement agreement into the record, and the agency, in deciding to settle, abandoned its claim that the appeal was untimely). 2 ¶5Next, we must consider whether it is proper to enter the revised settlement agreement into the record for enforcement purposes, and to dismiss the appeal as settled. Before dismissing a matter as settled, the Board must decide whether the parties have entered into a settlement agreement, whether they understand its terms, and whether they intend to have the agreement entered into the record for enforcement by the Board. See Mahoney v. U.S. Postal Service , 37 M.S.P.R. 146, 149 (1988). In addition, before accepting a settlement agreement into the record for enforcement purposes, the Board must determine whether the agreement is lawful on its face and whether the parties freely entered into it. See Delorme v. Department of the Interior , 124 M.S.P.R. 123, ¶¶ 10-11 (2017 ). Here, we find that the parties have entered into the revised settlement agreement, understand its terms, and intend for the agreement to be entered into the record for enforcement by the Board. PFR File, Tab 1 at 7. ¶6Accordingly, we find that dismissing the appeal with prejudice to refiling (i.e., the parties normally may not refile this appeal) is appropriate under these circumstances. In addition, we find that the revised agreement is lawful on its face and freely entered into, and we accept the revised settlement agreement into the record for enforcement purposes. Therefore, we dismiss this appeal as settled pursuant to the revised settlement agreement submitted to the Board on August 10, 2023. ¶7This is the final decision of the Merit Systems Protection Board in this appeal. Title 5 of the Code of Federal Regulations, section 1201.113 (5 C.F.R. § 1201.113). NOTICE TO THE PARTIES OF THEIR ENFORCEMENT RIGHTS If the agency or the appellant has not fully carried out the terms of the agreement, either party may ask the Board to enforce the settlement agreement by promptly filing a petition for enforcement with the office that issued the initial decision on this appeal. The petition should contain specific reasons why the3 petitioning party believes that the terms of the settlement agreement have not been fully carried out, and should include the dates and results of any communications between the parties. 5 C.F.R. § 1201.182(a). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on5 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or6 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Gauff_SaraCH-0752-23-0211-I-1__Final_Order.pdf
2024-05-13
SARA GAUFF v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-0752-23-0211-I-1, May 13, 2024
CH-0752-23-0211-I-1
NP
1,487
https://www.mspb.gov/decisions/nonprecedential/Harper_AdrianDA-315H-23-0204-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ADRIAN HARPER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-315H-23-0204-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Charles A. Kabrich , Holland, Texas, for the appellant. Raqueal Jones and Linda C. Fleck , New Orleans, Louisiana, for the agency. Justin Wade Sweat , Esquire, Jackson, Mississippi, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed his probationary termination appeal for lack of jurisdiction. On petition for review, the appellant primarily reargues that he should have been provided with advance notice of his termination, been provided time to respond, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). and had his response considered prior to a final decision “in accordance with” 5 C.F.R. § 315.805, agency policy, and its collective bargaining agreement. He also appears to suggest that he should have had the option of filing a grievance. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. 4 If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Harper_AdrianDA-315H-23-0204-I-1__Final_Order.pdf
2024-05-13
ADRIAN HARPER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-315H-23-0204-I-1, May 13, 2024
DA-315H-23-0204-I-1
NP
1,488
https://www.mspb.gov/decisions/nonprecedential/Breedlove_RachelAT-1221-22-0296-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RACHEL BREEDLOVE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-22-0296-W-1 DATE: May 13, 2024 THIS ORDER IS NONPRECEDENTIAL1 Rachel Breedlove , Rock Hill, South Carolina, pro se. Johnston B. Walker , Esquire, and LaTasha C. Clark , Jackson, Mississippi, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). VACATE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant is a GS-13 Lead Human Resources Specialist in the Consolidated Classification Unit (CCU) of the agency’s Veterans Health Administration’s Veterans Integrated Service Network (VISN) 16 in Ridgeland, Mississippi. Initial Appeal File (IAF), Tab 1 at 1, Tab 4 at 136-37, Tab 13 at 59. The appellant’s major duties include providing grading and classification services to other offices within the agency. IAF, Tab 12 at 211-12. In this capacity, she provides position evaluations, determines appropriate pay systems, occupational grouping, titles, and grades of positions, as well as advises on position and organization design. Id. We will refer to the supervisors of the CCU as Supervisors A, B, and C. The appellant’s prior Board appeal concerned incidents occurring while she was on Supervisor A’s team. Breedlove v. Department of Veterans Affairs , MSPB Docket No. AT-1221-19-0402-W-1 (0402 Appeal), Final Order at 2 (May 9, 2024) (0402 Final Order). During the incidents at issue in the instant appeal, it appears the appellant was on Supervisor C’s team. IAF, Tab 1 at 15-16, Tab 12 at 39, 171-76, 181, 187. On November 20, 2018, the appellant filed a complaint with the Office of Special Counsel (OSC) alleging that the agency issued her an October 24, 2018 letter of admonishment (LOA) and rated her performance as “fully successful” on the “teamwork” critical element for her 2017-2018 performance year, in retaliation for protected disclosures she made during an October 2018 staff meeting wherein she raised concerns about her supervisors and coworkers misclassifying position descriptions. 0402 Appeal, Initial Appeal File (0402 IAF), Tab 1 at 411, 414, 651, 653 -55, 841-44. She subsequently filed an IRA appeal with the Board in connection with her OSC complaint. 0402 IAF, Tab 1 at 1-7. The Board affirmed the initial decision which found that the appellant2 made protected disclosures that were a contributing factor in the two personnel actions but found that the agency proved by clear and convincing evidence that it would have taken the same personnel actions in the absence of the protected activity. 0402 Final Order. On October 16, 2020, the appellant filed another complaint with OSC alleging that the agency provided her with less than fully successful mid -year performance feedback on June 19, 2020, and proposed her removal on October 13, 2020, in retaliation for filing her 2018 OSC complaint. IAF, Tab 1 at 14-19, Tab 4 at 6. She stated on her complaint form that, after the agency took these actions, she sought review on October 15, 2020, with the agency’s Office of Accountability and Whistleblower Protection (OAWP). IAF, Tab 1 at 12. On March 31, 2022, OSC issued a letter notifying her that it had closed its investigation into her claims and that she could file an appeal with the Board. Id. at 54-55. The appellant then filed the instant IRA appeal. Id. at 3-4. She did not request a hearing. Id. at 2. The administrative judge notified the appellant of her jurisdictional burden and ordered her to file evidence and argument on the jurisdictional issue. IAF, Tab 3. In response, the appellant alleged that she made the following disclosures and engaged in the following activities: she filed an OSC disclosure complaint on November 20, 2018; she filed the 0402 Appeal on April 10, 2019; she sent an email on July 20, 2020, requesting Supervisor C be removed from Federal service; she filed the October 15, 2020 OAWP complaint discussed above;2 and she filed the October 16, 2020 OSC whistleblower reprisal complaint discussed above. IAF, Tab 4 at 5-6, 38-44, 123-25. According to the appellant, the agency retaliated against her by issuing her the LOA on October 24, 2018; providing her with a less than Fully Successful rating during her June 19, 2020 Fiscal Year (FY) 2020 mid -year review; detailing her effective September 21, 2020; 2 The appellant did not provide a copy of her October 2020 OAWP complaint, and indicated both October 15 and 16, 2020, as the filing date below. IAF, Tab 4 at 6, 23. For the sake of clarity, we will use the earlier filing date of October 15, 2020. 3 proposing her removal on October 13, 2020; and rating her performance as Unacceptable in her FY 2020 end-of-year performance review on December 6, 2020.3 IAF, Tab 4 at 7, 26-27, 113, 228, Tab 10 at 50-51, Tab 12 at 5-12, 171-76, 187; 0402 IAF, Tab 1 at 3, 29-20. The administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 18, Initial Decision (ID) at 1, 7. He found that the appellant exhausted her OSC remedy as to all of her alleged activities and personnel actions with the exceptions of her July 20, 2020 email and September 21, 2020 detail. ID at 3-4. He further found that, while the appellant nonfrivolously alleged that she engaged in protected whistleblowing activity, she had failed to nonfrivolously allege that her activities were a contributing factor in the personnel actions at issue. ID at 4-7. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response and the appellant has replied. PFR File, Tabs 4-5. For the following reasons, we find that the appellant established jurisdiction over her IRA appeal and remand this appeal to the regional office for adjudication on the merits. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over an IRA appeal if the appellant has exhausted her administrative remedies before OSC and makes nonfrivolous allegations that (1) she made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a). McCray v. Department of the Army , 2023 MSPB 10, ¶ 11. Any doubt or ambiguity as to whether the appellant made nonfrivolous jurisdictional 3 The appellant’s 2020 performance year, like the fiscal year, ran from October 1, 2019, to September 30, 2020. IAF, Tab 4 at 221.4 allegations should be resolved in favor of finding jurisdiction. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 6. The appellant exhausted before OSC her claims that the agency retaliated against her for filing a November 20, 2018 OSC disclosure complaint and the 0402 Appeal. An employee seeking corrective action for whistleblower reprisal is required to seek corrective action from OSC before seeking corrective action from the Board. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 5. This requirement is met when an appellant has provided OSC with a sufficient basis to pursue an investigation. Id., ¶ 10. The Board’s jurisdiction is limited to those issues that have been previously raised with OSC. Id. (citations omitted). However, an appellant may give a more detailed account of her whistleblowing activities before the Board than she did to OSC. Id. (citation omitted). An appellant may demonstrate exhaustion through her initial OSC complaint or correspondence with OSC. Id., ¶ 11. In the alternative, exhaustion may be proven through other sufficiently reliable evidence, such as an affidavit or declaration attesting that the appellant raised with OSC the substance of the facts in her Board appeal. Id. (citation omitted). The appellant must prove exhaustion with OSC by preponderant evidence, not just present nonfrivolous allegations of exhaustion. Id. (citing 5 U.S.C. § 1214(a)(3); 5 C.F.R. § 1201.57(c)(1)). Below, the administrative judge generally found that the appellant had shown by preponderant evidence that she exhausted her administrative remedies as to the alleged protected disclosures, activities, and personnel actions detailed in OSC’s closure letter.4 ID at 3-4; IAF, Tab 1 at 54-55. We analyze each of 4 According to the March 31, 2022 closure letter from OSC, the appellant alleged that the agency also retaliated against her for filing a 2018 complaint with her agency’s Office of Inspector General (OIG). IAF, Tab 1 at 54. The administrative judge did not make specific findings regarding the alleged OIG complaint. ID at 3-4. The appellant did not indicate that she filed an OIG complaint in her 2020 OSC complaint. IAF, Tab 4 at 23-29. Nor did she claim that she filed an OIG complaint below, and she again does not do so on review. Id. at 5-10; PFR File, Tab 1. Based on the record before us, we cannot conclude that it is more likely than not that the appellant alleged to OSC that5 those in turn, agreeing in part. For the purpose of our analysis, we discuss the alleged disclosures, activities, and personnel actions in the order in which the appellant alleges that they took place, except as noted below. The October 24, 2018 letter of admonishment The appellant exhausted before OSC her allegation that the agency retaliated against her by issuing the October 24, 2018 LOA. IAF, Tab 1 at 54, Tab 4 at 29. However, as correctly noted by the administrative judge, and as confirmed by the appellant on review, she is not raising the LOA in the instant appeal. PFR File, Tab 1 at 6 n.2; ID at 6 n.5; IAF, Tab 17 at 2. Therefore, we will not consider it further. The November 20, 2018 OSC disclosure complaint The administrative judge found that the appellant exhausted before OSC her allegation that the agency retaliated against her for filing a November 20, 2018 OSC disclosure complaint. ID at 3; IAF, Tab 1 at 54, Tab 4 at 24-25, 35, 38-44. We agree. On review, the appellant alleges that she also raised to OSC what was identified in OSC’s closure letter as “several disclosures regarding [the agency’s] methods of classifying positions.” PFR File, Tab 1 at 9 n.4; IAF, Tab 1 at 54. She alleges that she made these disclosures prior to filing her OSC complaint in November 2018. PFR File, Tab 1 at 9 n.4. The OSC letter contains no other specifics regarding these alleged disclosures. The appellant’s jurisdictional response, below, did not address disclosures made during this time period. IAF, Tab 1 at 54, Tab 4 at 5. she filed an OIG complaint. See 5 C.F.R. 1201.4(q) (defining a preponderance of the evidence as the degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue). Therefore, we find that she did not meet her burden to prove she exhausted any such alleged protected activity.6 We need not determine if the appellant separately exhausted the disclosures she previously raised in her November 20, 2018 OSC complaint. A complaint to OSC is a protected activity under 5 U.S.C. § 2302(b)(9)(C) regardless of its content. See Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 62 (explaining that disclosing information to OSC is a protected activity under 5 U.S.C. § 2302(b)(9)(C) regardless of the content of the disclosures). To the extent the appellant is raising disclosures she made outside of her OSC disclosure complaint, we find that she failed to exhaust them. The appellant’s 0402 Appeal The administrative judge found that the appellant exhausted her administrative remedies as to the alleged protected activities listed in OSC’s letter, which included the appellant’s prior Board appeal. We agree with the administrative judge that the appellant proved she exhausted this activity. IAF, Tab 1 at 54. However, the administrative judge determined that he would not consider the prior Board appeal further because the appellant did not include it in her response to his order on jurisdiction. ID at 3-4 n.3; IAF, Tab 4 at 5-10. On review, the appellant argues that she raised her prior Board appeal below. PFR File, Tab 1 at 9 n.4. The issue of the Board’s jurisdiction is always before the Board, and it may be raised by either party or sua sponte by the Board at any time. Ney v. Department of Commerce , 115 M.S.P.R. 204, ¶ 7 (2010). Thus, regardless of whether the appellant raised her prior Board appeal below, she may do so on review. The June 19, 2020 mid-year performance review, October 13, 2020 notice of proposed removal, and December 6, 2020 performance appraisal We discuss the appellant’s FY 2020 mid- and end-of-year performance appraisals and her October 2020 proposed removal together because all three matters relate to the appellant’s performance. IAF, Tab 4 at 221-29, Tab 127 at 5-11, 171-76, 181-86. The administrative judge noted that the appellant asserted to OSC that, in retaliation for her protected activities, the agency gave her a “less than fully successful rating during [her] mid-year appraisal for FY 2020, an Unacceptable rating on [her] FY2020 performance appraisal, and a Proposed Removal . . . dated October 13, 2020” thereby implicitly finding that she had exhausted these personnel actions. ID at 3 (quoting IAF, Tab 1 at 54). We agree. ID at 4. The July 20, 2020 email regarding Supervisor C The administrative judge found that the appellant did not exhaust before OSC her alleged disclosure in her July 20, 2020 email requesting Supervisor C’s removal. ID at 3-4; IAF, Tab 1 at 6-25, 54-55, Tab 4 at 123-25. On review, the appellant has not disputed this finding. PFR File, Tab 1 at 4. We discern no basis to disturb the administrative judge’s finding and do not address it further on review. The September 18, 2020 detail Similarly, the administrative judge found that the appellant had not exhausted before OSC her allegation that the agency retaliated against her by detailing her on September 21, 2020. ID at 3-4; IAF, Tab 1 at 54-55, Tab 4 at 24-30, 123-25. On review, the appellant has not disputed this finding. PFR File, Tab 1 at 7. We discern no basis to disturb the administrative judge’s finding and do not address it further on review. The October 2020 OAWP complaint The administrative judge found that the appellant exhausted before OSC that she engaged in protected activity by filing an OAWP complaint. ID at 3-4. We disagree. In her OSC complaint, the appellant identified contacting OAWP in 2020 as another action she had taken to remedy the agency’s alleged wrongdoing. IAF, Tab 4 at 23. She did not allege that the agency was motivated by her OAWP8 complaint to take action against her. Id. at 24-30. Consistent with our interpretation of her OSC complaint, OSC did not include the alleged OAWP complaint in its closure letter. IAF, Tab 1 at 12, 54. Moreover, the appellant has not alleged either below or on review, and the record does not support, that she provided any additional information to OSC regarding the October 15, 2020 OAWP complaint, other than the date she filed it. IAF, Tab 4 at 6. For the first time on review, the appellant provides documentation related to a separate OAWP complaint that she filed on July 27, 2020 about Supervisor C. PFR File, Tab 5 at 5, 10. She includes a copy of an OAWP closure notice, dated August 2022, correspondence related to her Freedom of Information Act request for her OAWP case documents, and a redacted OAWP decision. Id. at 5, 10-22, 34.5 Under 5 C.F.R. § 1201.115, the Board generally will not consider evidence or argument submitted for the first time with a petition for review absent a showing that it was unavailable before the record was closed before the administrative judge despite the party’s due diligence. See Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 213-14 (1980). However, we have considered the appellant’s new evidence to the extent it impacts the Board’s jurisdiction. See Ney, 115 M.S.P.R. 204, ¶ 7. While the appellant is permitted to provide more detailed information before the Board than she did to OSC, the documents and emails she provides on review are all dated in July and August 2022, which postdate the March 31, 2022 OSC closure letter. IAF, Tab 1 at 54; PFR File, Tab 5 at 10-34. She has not shown that she provided any of this information to OSC thereafter. Thus, we find that OSC did not have a sufficient basis to investigate the July 27, 2020 OAWP complaint, and the Board is precluded from considering it. See Chambers, 2022 MSPB 8, ¶ 10. 5 She also attaches emails regarding her settlement discussions with the agency concerning the instant appeal. PFR File, Tab 5 at 25-32. These discussions are not relevant to jurisdiction, and therefore we have not considered them here.9 The October 16, 2020 OSC whistleblower reprisal complaint The administrative judge found that the appellant exhausted before OSC that she engaged in protected activity by filing her October 16, 2020 OSC whistleblower reprisal complaint. ID at 3. We disagree. While the appellant included the October 16, 2020 OSC complaint as a protected activity in her jurisdictional response, IAF, Tab 4 at 9, it is this complaint that initiated the OSC investigation and is the subject of the instant appeal, IAF, Tab 1 at 4. The appellant has not alleged that she later amended her OSC complaint to include the actual filing of the complaint as a protected activity and it is not included in OSC’s closure letter. Id. at 54. Thus, we find that OSC did not have a sufficient basis to investigate the filing of the October 16, 2020 OSC complaint and the Board is therefore precluded from considering it. See Chambers, 2022 MSPB 8, ¶ 10. In sum, we find that the appellant exhausted the following alleged protected activities: filing the November 20, 2018 OSC disclosure complaint and the 0402 Appeal in April 2019. We also find that the appellant exhausted the following alleged personnel actions: the June 19, 2020 mid-year performance review; the October 13, 2020 notice of proposed removal; and the December 6, 2020 performance appraisal. The appellant has made nonfrivolous allegations that her November 20, 2018 OSC disclosure complaint and 0402 Appeal are protected activities under 5 U.S.C. § 2302(b)(9)(C) and 5 U.S.C. § 2302(b)(9)(A)(i). We turn next to whether the appellant nonfrivolously alleged that she engaged in a protected activity. McCray, 2023 MSPB 10, ¶ 11. A nonfrivolous allegation is an allegation of “sufficient factual matter, accepted as true, to state a claim that is plausible on its face.” Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1364, 1369 (Fed. Cir. 2020); see 5 C.F.R. § 1201.4(s) (defining a nonfrivolous allegation as an assertion that, if proven, could establish the matter at issue). 10 As noted by the administrative judge, under 5 U.S.C. § 2302(b)(9)(C) it is a prohibited personnel practice to take a personnel action against an employee for “cooperating with or disclosing information to . . . the Special Counsel, in accordance with applicable provisions of law.” ID at 5. As such, he found that the appellant nonfrivolously alleged that she engaged in protected activity when she filed her November 20, 2018 OSC complaint. Id. The parties do not dispute this finding on review, and we discern no basis to disturb it. Pursuant to 5 U.S.C. § 2302(b)(9)(A)(i), an appellant engages in protected activity when she “exercise[s] . . . any appeal, complaint, or grievance right granted by any law, rule, or regulation with regard to remedying a violation of [5 U.S.C. § 2302(b)(8)].” Graves v. Department of Veterans Affairs , 123 M.S.P.R. 434, ¶ 18 (2016) (quoting 5 U.S.C. § 2302(b)(9)(A)(i)). The appellant sought to remedy reprisal for protected disclosures in her 0402 Appeal, and thus it constituted protected activity under this provision. 0402 Final Order at 2-3; see Elder v. Department of the Air Force , 124 M.S.P.R. 12, ¶ 40 (2016) (stating that the appellant’s claim that the agency’s removal action was taken in retaliation for his prior Board appeal, in which he had raised an affirmative defense under 5 U.S.C. § 2302(b)(8), should be analyzed under 5 U.S.C. § 2302(b)(9)(A)(i)). The appellant made a nonfrivolous allegation that her November 20, 2018 OSC disclosure complaint and 0402 Appeal contributed to the June 19, 2020 mid-year performance review, October 13, 2020 proposed removal, and December 6, 2020 performance appraisal. To satisfy the contributing factor criterion at the jurisdictional stage an appellant need only raise a nonfrivolous allegation that the fact of, or content of, the protected disclosure or activity was one factor that tended to affect the personnel action in any way. Chambers, 2022 MSPB 8, ¶ 14. One way to establish this criterion is the knowledge/timing test, under which an employee may nonfrivolously allege that the activity was a contributing factor in a personnel action through circumstantial evidence, such as evidence that the11 official taking the personnel action knew of the activity, and that the personnel action occurred within a period of time such that a reasonable person could conclude that the activity was a contributing factor in the personnel action.6 Id., ¶ 15; see 5 U.S.C. § 1221(e)(1). Due to our findings on exhaustion, we need only consider whether the appellant’s November 20, 2018 OSC disclosure complaint and subsequent 0402 Appeal were contributing factors in her 2020 performance assessments and proposed removal. The administrative judge found that the alleged personnel actions were too remote in time from the appellant’s November 2018 disclosure complaint to satisfy the knowledge/timing test. ID at 6-7. Thus, he concluded that the appellant failed to nonfrivolously allege that her disclosure complaint was a contributing factor in these alleged personnel actions. ID at 5-7. Because he found that the appellant did not raise her 0402 Appeal as an alleged personnel action in the instant appeal, he did not make any findings regarding whether the appellant met her jurisdictional burden as to that protected activity. We find that the appellant has nonfrivolously alleged that both her OSC disclosure complaint and her 0402 Appeal were contributing factors in all three alleged personnel actions. The Board has held that personnel actions taken within 1 to 2 years of the protected activity satisfy the timing prong of the knowledge/timing test, but those that take place more than 2 years after the activity are too remote to satisfy this test. Pridgen, 2022 MSPB 31, ¶ 63; Agoranos v. Department of Justice , 6 On review, the appellant asserts that she has a “mixed case” and references the Report of Investigation submitted below which she generally alleges supports the contributing factor element. PFR File, Tab 1 at 8. However, the Board’s IRA jurisdiction does not extend to claims of discrimination arising under equal employment opportunity (EEO) statutes unless the appellant testified, or otherwise assisted, in connection with someone else’s complaint. McCray, 2023 MSPB 10, ¶¶ 18-30 (addressing this issue as it concerns claims arising under the Rehabilitation Act of 1973); Edwards v. Department of Labor, 2022 MSPB 9, ¶¶ 10-28 (addressing this issue as it concerns claims arising under Title VII), aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023). Thus, the appellant’s EEO claims are not relevant to our jurisdictional determination here. 12 119 M.S.P.R. 498, ¶ 21 (2013). Here, the appellant filed her OSC disclosure complaint in November 2018 and her prior Board appeal in April 2019. She has nonfrivolously alleged that less than 2 years later she received an unfavorable mid-year review on June 19, 2020, and was issued a proposed removal in October 13, 2020. Therefore, the appellant has nonfrivolously alleged that she meets the timing prong of the knowledge/timing test as to these two personnel actions. Further, the appellant has nonfrivolously alleged that she filed and pursued her 0402 Appeal within 2 years of her December 6, 2020 performance appraisal. Therefore, she has also nonfrivolously alleged that she meets the timing prong as to this personnel action and her 0402 Appeal. The only remaining question regarding timing is whether the appellant’s December 6, 2020 performance appraisal was sufficiently proximate in time to her November 2018 disclosure complaint. While actions occurring more than 2 years after a disclosure or activity are generally too remote to satisfy the timing prong of the knowledge/timing test, the Board has found the timing prong can be satisfied when an action was part of a continuum of related personnel actions, some of which took place within 2 years of the disclosure or activity. Agoranos, 119 M.S.P.R. 498, ¶¶ 21-22. Here, the proposed removal and the appellant’s December 2020 performance evaluation both refer to and rely on the agency’s June 2020 assessment of the appellant’s performance. IAF, Tab 1 at 26-31, Tab 4 at 225-27. We find that this information in the record supports a finding that there is a nonfrivolous allegation that all three personnel actions were part of the same continuum beginning with the mid-year performance assessment and ending with the end-of-year performance appraisal. Therefore, we find that the appellant has satisfied the timing prong of the knowledge/timing test for purposes of jurisdiction. We also determine that the record contains sufficient allegations to satisfy the knowledge prong of the knowledge/timing test at the jurisdictional stage. The knowledge prong can be established with allegations of either actual or13 constructive knowledge. Abernathy v. Department of the Army , 2022 MSPB 37, ¶ 15. In her November 20, 2018 OSC disclosure complaint, the appellant accused her Supervisors A, B, and C of misclassifying positions. IAF, Tab 4 at 42. These supervisors are the same officials involved in the 0402 Appeal and all three supervisors testified at that hearing. 0402 IAF, Tab 23 at 4-10, Tab 36, Hearing Recording, Day 1, Track 1 (testimony of Supervisor A), Track 4 (testimony of Supervisor C), Track 5 (testimony of Supervisor B). Therefore, they had knowledge of her appeal. Further, the appellant submitted into the record in that appeal a copy of her November 20, 2018 OSC disclosure complaint. 0402 IAF, Tab 4 at 42-49. We find that this is sufficient to infer, for purposes of jurisdiction, that they had knowledge of the November 20, 2018 OSC disclosure complaint as well. The less than fully successful FY 2020 mid-year performance feedback on June 19, 2020, was issued by Supervisor C. IAF, Tab 12 at 171-76. The December 6, 2020 end -of-year performance appraisal was also issued by Supervisor C, and was approved by the Chief Human Resources Officer. IAF, Tab 4 at 228. This is sufficient to establish the knowledge prong of the knowledge/timing test at the jurisdictional stage for both performance assessments. An appellant may establish an official’s constructive knowledge of a protected disclosure by demonstrating that an individual with actual knowledge of the disclosure influenced the official accused of taking the retaliatory action. Abernathy, 2022 MSPB 37, ¶ 15. The October 13, 2020 proposed removal was issued by the Chief Human Resources Officer. IAF, Tab 1 at 26-32. In the notice of proposed removal, the appellant was charged with conduct unbecoming a Federal employee for failure to comply with instructions given by Supervisor C. Id. at 26. She was also charged with unacceptable performance due to the deficiencies identified in the June 19, 2020 mid-year performance review by Supervisor C as well as subsequent deficiencies, some of which occurred while working with Supervisor B. Id. at 26-31. At the jurisdictional stage, we find that14 the fact that the appellant’s removal was proposed in connection with incidents involving Supervisors B and C, whom she has nonfrivolously alleged had knowledge of her protected activity, is sufficient to establish constructive knowledge on the part of the Chief Human Resources Officer. Thus, we find that the appellant has raised a nonfrivolous allegation that filing her November 20, 2018 OSC disclosure complaint and pursuing her 0402 Appeal were contributing factors in her less than fully successful FY 2020 mid-year performance feedback, proposed removal on October 13, 2020, and an Unacceptable performance rating in her FY 2020 end -of-year performance appraisal. We need not determine whether the administrative judge abused his discretion in light of our decision to remand the appeal. On review, the appellant argues that the administrative judge abused his discretion by ordering her to respond to discovery at the jurisdictional stage. PFR File, Tab 1 at 10, IAF, 17 at 1. An administrative judge has broad discretion in ruling on discovery matters and, absent a showing of abuse of discretion, the Board will not find reversible error in such rulings. Sobczak v. Environmental Protection Agency , 64 M.S.P.R. 118, 122 (1994). The Board has found that, to be entitled to discovery in an IRA appeal, an appellant must set forth nonfrivolous jurisdictional allegations. Id.; see Davis v. Department of Defense , 103 M.S.P.R. 516, ¶ 13 (2006) (finding no prejudice to an appellant’s substantive rights when the administrative judge did not rule on his motions to compel because, as relevant here, the determination of whether an appellant has exhausted his remedies with OSC is typically made based on his submissions to OSC, which were in his possession and included in the record below). Similarly, here, we question whether requiring the appellant to provide discovery responses was appropriate. The Board “may not deny jurisdiction by crediting the agency’s interpretation of the evidence as to whether the alleged disclosures fell within the protected categories or whether the disclosures were a contributing factor to an adverse personnel action.” Hessami, 979 F.3d at 1369.15 Thus, to the extent the agency sought to obtain evidence contradicting the appellant’s factual assertions and defeating a jurisdictional finding, the Board could not consider such evidence. IAF, Tab 14 at 9-15. Further, to the extent the agency sought information regarding the merits of her claims, it would not have been able to rely on such evidence unless jurisdiction was resolved. Id. However, we need not resolve here whether the administrative judge abused his discretion. An adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision . Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984). Here, we have found jurisdiction and are remanding the appeal for further adjudication. Therefore, the appellant has not been harmed by any error. The appellant also alleges that the administrative judge erred in dismissing her appeal for lack of jurisdiction and argues it should have been decided on the entire record because she did not request a hearing. PFR File, Tab 1 at 10. However, the Board must first resolve the threshold issue of jurisdiction before proceeding to the merits of an appeal. Schmittling v. Department of the Army , 219 F.3d 1332, 1337 (Fed. Cir. 2000). Here, the administrative judge has not yet given the parties an opportunity to address the merits of her claims. See Rittgers v. Department of the Army , 123 M.S.P.R. 31, ¶ 5 (2015) (explaining that determining when to close the record is within an administrative judge’s sound discretion, but such discretion must comport with basic requirements of fairness and notice). Because we are finding jurisdiction and remanding this appeal for adjudication on the merits, our ruling here effectively provides the appellant with her requested remedy and her determination on the merits will be made on remand. Conclusion In sum, we find that the appellant has established jurisdiction over her IRA appeal. Specifically, the appellant exhausted before OSC her allegations that she engaged in protected activity by filing the November 20, 2018 OSC disclosure16 complaint and the 0402 Appeal. The appellant also exhausted before OSC the following alleged personnel actions: the June 19, 2020 mid-year performance review; the October 13, 2020 notice of proposed removal; and the December 6, 2020 performance appraisal. The appellant nonfrivolously alleged that her November 20, 2018 OSC disclosure complaint and 0402 Appeal are protected activities under 5 U.S.C. § 2302(b)(9)(C) and 5 U.S.C. § 2302(b)(9)(A)(i). Finally, the appellant nonfrivolously alleged that her protected activity contributed to the June 19, 2020 mid-year performance review, October 13, 2020 proposed removal, and December 6, 2020 performance appraisal. Thus, we grant the appellant’s petition for review and vacate the initial decision, which dismissed the appeal for lack of jurisdiction. We remand the appellant’s IRA appeal for further adjudication, as explained below. ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order. On remand, the administrative judge shall provide for a hearing, or provide the parties with an opportunity to file additional evidence and argument before deciding the appeal on the written record. The administrative judge shall then issue a new initial decision deciding the following issues: (1) whether the appellant established by preponderant evidence that she engaged in protected activity by filing the November 20, 2018 OSC disclosure complaint; (2) whether the appellant established by preponderant evidence that she engaged in protected activity by filing the 0402 Appeal in April 2019; and (3) whether the appellant established by preponderant evidence that a protected activity was a contributing factor in the following alleged personnel actions: the June 19, 2020 mid-year performance review; the October 13, 2020 notice of proposed removal; and the December 6, 2020 performance appraisal. If the administrative judge finds that the appellant has established a prima facie case of whistleblower reprisal, then the17 administrative judge shall determine whether the agency established by clear and convincing evidence that it would have taken the personnel actions identified in (3) above in the absence of any protected activity by the appellant. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.18
Breedlove_RachelAT-1221-22-0296-W-1__Remand_Order.pdf
2024-05-13
RACHEL BREEDLOVE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-22-0296-W-1, May 13, 2024
AT-1221-22-0296-W-1
NP
1,489
https://www.mspb.gov/decisions/nonprecedential/McCardle_TrevorSF-0752-15-0230-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TREVOR MCCARDLE, Appellant, v. EQUAL EMPLOYMENT OPPORTUNITY COMMISSION, Agency.DOCKET NUMBER SF-0752-15-0230-X-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cori M. Cohen , Esquire, and Stephanie M. Herrera , Esquire, Silver Spring, Maryland, for the appellant. Holly V. Franson , Esquire, Denver, Colorado, for the appellant. Neil C. Bonney , Esquire, Virginia Beach, Virginia, for the appellant. Yolanda Acuna , South Gate, California, for the appellant. Anabia Hasan , Esquire, Alexandra Schwartzman , and Natasja D. H. Handy , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). FINAL ORDER This case is before the Board pursuant to the May 24, 2023 compliance initial decision of the administrative judge, which found the agency not in compliance with the Board’s January 6, 2023 nonprecedential Final Order. McCardle v. Equal Employment Opportunity Commission , MSPB Docket No. SF-0752-15-0230-C-1, Compliance File (CF), Tab 8, Compliance Initial Decision (CID); McCardle v. Equal Employment Opportunity Commission , MSPB Docket No. SF-0752-15-0230-I-1, Final Order (Jan. 6, 2023) (Final Order). For the reasons set forth below, we find the agency in compliance and DISMISS the petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE On January 2, 2015, the appellant appealed his indefinite suspension. McCardle v. Equal Employment Opportunity Commission , MSPB Docket No. SF-0752-15-0230-I-1, Initial Appeal File (IAF), Tab 1. On December 28, 2015, the administrative judge cancelled the appellant’s suspension and ordered that he be retroactively restored to his position and paid the appropriate amount of back pay, but found that the appellant failed to prevail on his affirmative defenses of reprisal for whistleblowing and Equal Employment Opportunity activities, as well as his claim that his Fourth Amendment rights were violated. IAF, Tab 74, Initial Decision at 11, 18-19. The agency filed a petition for review, and the appellant filed a cross-petition for review. McCardle v. Equal Employment Opportunity Commission, MSPB Docket No. SF-0752-15-0230-I-1, Petition for Review File, Tabs 3, 15. On January 6, 2023, the Board issued its Final Order, ordering the agency to rescind the indefinite suspension, restore the appellant effective December 8, 2014, and pay the appellant the appropriate amount of back pay, interest on the back pay, and other benefits. Final Order at 23. The Board also took official notice that the appellant had passed away on August 4, 2019, and his 2 counsel had untimely moved to substitute his current wife, Yolanda Acuna, as his “sole beneficiary.” Id. at 1, n.1. The Board further held that though the motion for substitution was untimely, “we find it appropriate to continue with the processing of [the] appeal. Both Ms. Acuna and Mr. McCardle will be referred to as ‘the appellant.’” Id. On April 14, 2023, the substitute party appellant filed a petition for enforcement, contending that the agency had not yet fulfilled the Board’s order to pay her the appropriate amount of back pay and interest. CF, Tab 1. On April 20, 2023, the agency filed a “request for guidance re backpay,” explaining that, although Ms. Acuna was now a substituted party, in 2010, the appellant had signed a Standard Form 1152 (SF-1152), entitled “Designation of Beneficiary-Unpaid Compensation of Deceased Civilian Employee,” which designated his then-wife, Monica McCardle (now Monica Gaya), as his beneficiary. CF, Tab 3 at 21. The agency requested “guidance from the Board as to how to properly direct payment to the Appellant’s estate.” Id. at 6. On the same day, the administrative judge issued an opinion denying the agency’s request for guidance, because “the Board is prohibited from issuing advisory opinions.” CF, Tab 4 at 1. On May 24, 2023, the administrative judge issued a compliance initial decision, holding that the agency “failed to meet its burden of proving it has complied with the Board’s final order to pay the appellant the correct amount of back pay, interest on back pay, and other benefits for the indefinite suspension period at issue that was effective December 28, 2014.” CID at 11.2 2 The compliance initial decision informed the agency that, if it decided to take the actions required by the decision, it must submit to the Clerk of the Board, within the time limit for filing a petition for review under 5 C.F.R. § 1201.114(e), a statement that it has taken the actions identified in the compliance initial decision, along with evidence establishing that it has taken those actions. CID at 11-12; see 5 C.F.R. § 1201.183(a)(6)(i). The compliance initial decision also informed the parties that they could file a petition for review if they disagreed with the compliance initial decision. CID at 12-13; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii). Neither party petitioned for review of the compliance initial decision. 3 On June 6, 2023, the agency submitted a “Response Demonstrating Compliance With Board’s May 24, 2023 Order.” McCardle v. Equal Employment Opportunity Commission , MSPB Docket No. SF-0752-15-0230-X-1, Compliance Referral File (CRF), Tab 1. The agency provided evidence that it had issued the ordered back pay in the amount of $74,003.11 to the appellant’s designated beneficiary, Ms. Gaya. Id. at 5, 17-26. The agency also attached correspondence from the Office of Personnel Management to the agency stating that 5 U.S.C. § 5582 and 5 C.F.R. § 178.204 require the agency to pay the money due the appellant to the designated beneficiary. Id. at 7. Following the agency’s submission, the Office of the Clerk of the Board issued an Acknowledgement Order notifying the parties that a new docket number had been assigned (reflecting the referral of the matter to the Board for a final compliance determination) and notifying the substitute appellant of her right to respond to the agency’s submission within 20 days. CRF, Tab 2 at 1-2. On June 14, 2023, Ms. Acuna submitted her “Response to Acknowledgement Order.” CRF, Tab 3. In her response, Ms. Acuna contends that the agency has not complied with the Board’s Final Order because it issued the back pay to the wrong person. Id. at 5-6. She argues the appellant’s SF-1152 form does not govern the payment of back pay because back pay is not governed by 5 U.S.C. § 5582, but instead by 5 U.S.C. § 5596 (“Back pay due to unjustified personnel action”). Id. On June 27, 2023, the agency submitted a reply to appellant’s response, arguing that the SF-1152 was in full force and effect unless the appellant expressly revoked it in writing, transferred to another agency, or was reemployed by the same or another federal agency or department, none of which had occurred. CRF, Tab 5 at 5. On June 28, 2023, Ms. Acuna filed an “Appellant's Objection and Reply to Agency's June 27, 2023 Response” contending that “a retirement specialist” she had consulted stated that the SF-1152 “has nothing to do with backpay for an 4 MSPB case” but instead “is used to ‘clean up’ all incidentals of pay due as a result of a government employee’s death.” CRF, Tab 6 at 4-5. ANALYSIS The agency bears the burden of proving that it has complied with a Board order. Mercado v. Office of Personnel Management , 115 M.S.P.R. 65, ¶ 4 (2010). The agency is required to produce relevant, material, and credible evidence of compliance in the form of documentation or affidavits. Spates v. U.S. Postal Service, 70 M.S.P.R. 438, 443 (1996). The appellant may rebut the agency's evidence of compliance by making “specific, nonconclusory, and supported assertions of continued noncompliance.” Brown v. Office of Personnel Management, 113 M.S.P.R. 325, ¶ 5 (2010). Here, the agency’s outstanding compliance issue was to pay the appropriate amount of back pay and interest on the back pay. CID at 11. The agency has submitted a narrative statement, supported by evidence, explaining that it has provided the designated beneficiary with all back pay and benefits owed. CRF, Tab 1 at 17-26. Neither party has contested the agency’s calculations or its evidence that the resulting payment was issued. The only question remaining is whether Monica Gaya, the designated beneficiary on the apparently valid SF-1152 form signed by the appellant, is the appropriate recipient of the back pay and benefits. We hold that she is. 5 U.S.C. § 5582(b) and 5 C.F.R. § 178.204 provide an order of precedence for “money due an employee at the time of his death.” The first in the order of preference is “the beneficiary or beneficiaries designated by the employee in a writing received in the employing agency before his death.” Here, the appellant’s SF-1152 Designation of Beneficiary form, which states that it applies to “unpaid compensation due and payable after [the employee’s] death,” designated Ms. Gaya as his beneficiary. 5 Ms. Acuna does not contest that the beneficiary form designated Ms. Gaya, but argues that although the form is otherwise valid, it should not control, because back pay is not “unpaid compensation,” but “represents money owed to [the appellant] which has nothing to do with his death or money earned just prior to his death.” CRF, Tab 3, at 5-6. We find, however, that back pay is “unpaid compensation,” and thus falls within the definition of “money due” to the appellant at the time of his death under 5 U.S.C. § 5581(2) and 5 C.F.R. § 178.202(b). See Bario v. Department of Justice , 9 M.S.P.R. 170, 173 (1981) (“Under 5 U.S.C. §§ 5583(a) and 5596, any back pay that might be owed to the appellant as the result of this appeal would be payable to the appellant’s widow, since the appellant apparently never designated another beneficiary”); cf. Equal Employment Opportunity Commission v. Baltimore County , 904 F.3d 330, 332 n.3 (4th Cir. 2018) (back pay generally encompasses the compensation an employee would have received but for the employer’s violation of law); Noel v. New York State Office of Mental Health Central New York Psychiatric Center , 697 F.3d 209, 213 (2d Cir. 2012) (Title VII judgments for back pay are “wages” as defined under the Internal Revenue Code). Accordingly, we hold that the agency properly paid the back pay amount to the appellant’s designated beneficiary, Ms. Gaya, and not to Ms. Acuna. For the reasons discussed above, we find the agency in compliance and DISMISS the petition for enforcement. This is the final decision of the Merit Systems Protection Board in this compliance proceeding. Title 5 of the Code of Federal Regulations, section 1201.183(c)(1) (5 C.F.R. § 1201.183(c)(1)). NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set out at Title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The 6 regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your attorney fees motion with the office that issued the initial decision on your appeal. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 7 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on 8 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or 9 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 11
McCardle_TrevorSF-0752-15-0230-X-1__Final_Order.pdf
2024-05-13
TREVOR MCCARDLE v. EQUAL EMPLOYMENT OPPORTUNITY COMMISSION, MSPB Docket No. SF-0752-15-0230-X-1, May 13, 2024
SF-0752-15-0230-X-1
NP
1,490
https://www.mspb.gov/decisions/nonprecedential/Tran_Nguyen_Lan_T_SF-0842-18-0369-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LAN THI TRAN NGUYEN, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0842-18-0369-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lan Thi Tran Nguyen , La Habra, California, pro se. Jo Bell , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed a decision of the Office of Personnel Management (OPM) denying her request for a deferred annuity. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). The appellant filed an appeal challenging OPM’s final decision denying her application for a deferred annuity under the Federal Employees Retirement System (FERS). Initial Appeal File (IAF), Tab 1. On May 25, 2018, the administrative judge issued an initial decision affirming OPM’s decision, finding that the appellant failed to prove by a preponderance of the evidence that she had 5 years of creditable civilian service at the time of her separation necessary to be entitled to a deferred FERS annuity. IAF, Tab 18. On February 1, 2019, the appellant filed a petition for review. Petition for Review (PFR) File, Tabs 1, 4. The Board’s regulations provide that a petition for review must be filed within 35 days of the date of issuance of the initial decision, or if the party filing the petition shows that the initial decision was received more than 5 days after it was issued, within 30 days after the party received the initial decision. 5 C.F.R. § 1201.114(e). Here, the initial decision was issued via electronic mail on May 25, 2018, and clearly notified the appellant that the deadline for filing a petition for review was June 29, 2018. IAF, Tabs 18-19. Thus, the appellant’s February 1, 2019 petition for review was over 7 months untimely.2 The Board will waive the time limit for filing a petition for review only upon a showing of good cause for the delay in filing. 5 C.F.R. §§ 1201.113(d), 1201.114(g). To establish good cause for the untimely filing, a party must show that she exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). The appellant has filed a motion to accept the petition for review as timely filed or to set aside the deadline in which she asserts that she did not file her petition within the deadline because she was overseas, tired of litigation, and it was too expensive.3 PFR File, Tab 5 at 8. We are not persuaded 2 The appellant does not contend that she received the initial decision more than 5 days after it was issued. 3 The appellant has also filed a motion to submit an additional pleading. PFR File, Tab 7. We deny the appellant’s motion to the extent it does not appear to raise facts material to the timeliness issue in this appeal. See 5 C.F.R. 1201.114(a), (k).2 that these assertions warrant a waiver of the deadline for filing a petition for review. See, e.g., Melendez v. Department of Homeland Security , 112 M.S.P.R. 51, ¶¶ 13-14 (2009) (finding that vacations and other such competing time demands do not constitute good cause for an untimely filing); Lawson v. Department of Homeland Security , 102 M.S.P.R. 185, ¶ 6 (2006) (finding no good cause for an untimely petition where the appellant alleged that he lacked the financial resources to hire an attorney to represent him). Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board affirming OPM’s final decision. NOTICE OF APPEAL RIGHTS4 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain4 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 5 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Tran_Nguyen_Lan_T_SF-0842-18-0369-I-1__Final_Order.pdf
2024-05-13
LAN THI TRAN NGUYEN v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0842-18-0369-I-1, May 13, 2024
SF-0842-18-0369-I-1
NP
1,491
https://www.mspb.gov/decisions/nonprecedential/Kuilan_BenignaCH-0752-18-0408-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BENIGNA KUILAN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER CH-0752-18-0408-I-1 DATE: May 13, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Steve Newman , Esquire, New York, New York, for the appellant. Kathleen D. Crawford , Esquire, and Deborah L. Lisy , Chicago, Illinois, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed her removal from the Federal service. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to apply the disparate penalty analysis set forth in Singh v. U.S. Postal Service, 2022 MSPB 15, we AFFIRM the initial decision. BACKGROUND At all times relevant to the present appeal, the appellant held the position of Customer Service Manager at the Roselle Branch of the Schaumburg Post Office. Initial Appeal File (IAF), Tab 3, Tab 6 at 71, Tab 18 at 4. The agency removed her based on the following charges: (1) unacceptable conduct (misuse of U.S. Postal Service postage) and (2) providing false information during an official investigation. IAF, Tab 6 at 36-42, 73-77. The unacceptable conduct charge, which the deciding official sustained, related to a March 2017 incident in which the appellant, the senior official at the post office, reused postage on two packages and instructed a subordinate employee to process the packages. IAF, Tab 6 at 36-38, 73-76, 102-27, Tab 18 at 5-6. The deciding official also sustained the charge of providing false information during an official investigation, finding that the appellant had made statements during a predisciplinary interview that contradicted those made to the Office of Inspector General (OIG) special agents in which the appellant had admitted to the misconduct. IAF, Tab 6 at 37-38, 122-23, Tab 18 at 5-6.2 The appellant timely appealed her removal. IAF, Tabs 1, 3. After holding a hearing, the administrative judge issued an initial decision affirming the appellant’s removal. IAF, Tab 21, Initial Decision (ID) at 1, 20. The administrative judge found that the agency proved the charge of unacceptable conduct by preponderant evidence,2 making detailed credibility findings regarding the testimony of the appellant, deciding official, the OIG special agents who conducted the investigation into the alleged misconduct, and another agency employee who testified regarding similar behavior by the appellant at another post office. ID at 3-11. She gave no weight to the absence of video evidence of the appellant’s misconduct, despite the appellant’s argument that the agency’s failure to produce such evidence was “suspect,” noting that the existence of any such evidence was disputed by the agency. ID at 9 -10. The administrative judge did not sustain the charge of providing false information during an official investigation, finding that the predisciplinary interview and oral reply during which the appellant provided contradictory statements to those she made to OIG investigators were not part of an official investigation. ID at 11 -12. Regarding the appellant’s affirmative defenses, the administrative judge found that the appellant had waived her due process allegation by not addressing the issue at the hearing and had failed to show by preponderant evidence that discrimination on the basis of national origin (Hispanic) was a motivating factor in her removal. ID at 13-15. The appellant had alleged that she was subjected to disparate treatment compared to an African-American employee who had engaged in varied misconduct and had received lesser discipline. IAF, Tab 11 at 4-5. The administrative judge credited the testimony of the proposing and deciding officials that they did not make their respective decisions based on any discriminatory animus and found that nothing in the record rebutted their testimony. ID at 15. Finally, the administrative judge found that the agency had 2 A preponderance of the evidence is that degree of relevant evidence that a reasonable person, considering the record as a whole, would accept as sufficient to find that a contested fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q). 3 established a nexus between the appellant’s misconduct and the efficiency of the service and that the penalty of removal was reasonable. ID at 15-19. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant alleges that she was prejudiced by the agency’s failure to provide video evidence of the incident that led the agency to propose and effectuate her removal. Petition for Review (PFR) File, Tab 1 at 3. She repeats her disparate penalty claim and asserts that the alleged comparator employee was given only a letter of warning for engaging in misconduct that caused a financial loss to the agency. Id. at 4. The appellant asserts that the administrative judge did not adequately consider her almost 18 years of Federal service with a “clear record” and her “word” that she did not engage in the alleged misconduct in upholding the agency’s penalty. Id. at 5. Finally, she asks that the Board mitigate the penalty of removal to a demotion. Id. at 6. The appellant has failed to provide a basis for disturbing the administrative judge’s finding sustaining the charge of unacceptable conduct. As stated in the initial decision, the charge of unacceptable conduct has no specific elements of proof but rather is established by proving that the employee committed the acts alleged. ID at 3 (citing Alvarado v. Department of the Air Force, 103 M.S.P.R. 1, ¶ 22 (2006), aff’d, 626 F. Supp. 2d 1140 (D.N.M. 2009), aff’d, 490 F. App’x 932 (10th Cir. 2012); Otero v. U.S. Postal Service , 73 M.S.P.R. 198, 204 (1997)). The administrative judge found that the agency proved by preponderant evidence the narrative supporting the charge regarding the March 2017 incident in which the appellant mailed two packages using reused postage stamps. ID at 3-11. The proposing official testified that she had examined photographs of the stamps, since they could not remove a package from processing once it had been accepted into the U.S. mail, and referred the matter to OIG for investigation. ID at 3. The administrative judge credited the consistent testimony of the two OIG special agents who interviewed the appellant, took4 contemporaneous notes of the appellant’s responses (including her admission that she used reused stamps on both packages), and interviewed the subordinate employee to whom the appellant presented the packages for mailing. ID at 4-7. In finding the testimony of the agency witnesses more credible than the appellant regarding the charged misconduct and affirmative defense, the administrative judge applied the appropriate factors set forth in Hillen v. Department of the Army , 35 M.S.P.R. 453, 460 (1987). ID at 3-11. In particular, the administrative judge did not credit the appellant’s denial during the hearing that she engaged in the misconduct or admitted to it during her OIG interview because her testimony was internally inconsistent and conflicted with the testimony of several witnesses (including one of the appellant’s witnesses, who had no incentive to provide false testimony), and because her demeanor and body language during the hearing “indicated that she was not telling the truth.” ID at 5-8. Finally, the administrative judge noted that the appellant had offered three different explanations of the incident during the disciplinary and appeal process and that the appellant’s failure to adhere to a single consistent version rendered her varied explanations non-credible. ID at 8. The administrative judge made reasonable credibility determinations based on a review of the record as a whole, and we identify no basis to disturb them on review. See Haebe v. Department of Justice , 288 F.3d 1288, 1302 (Fed. Cir. 2002) (holding that the Board may overturn credibility determinations only when it has “sufficiently sound” reasons for doing so). Regarding the appellant’s claim on review that she was prejudiced by the agency’s failure to submit video evidence of the incident into the record, which she alleges would show that she did not engage in misconduct, she has not provided any evidence or argument that such evidence exists beyond her bare assertion. PFR File, Tab 1 at 3. The administrative judge correctly noted that the record is devoid of any evidence that the appellant requested that the agency produce any video evidence during the discovery process. ID at 10. The5 administrative judge provided clear instructions regarding the discovery process in the acknowledgment order, and the appellant was represented by counsel. IAF, Tab 1 at 5, Tab 2 at 3. In these circumstances, we find that the administrative judge properly declined to draw an adverse inference based on the absence of any video evidence. ID at 10. The appellant has not challenged, and we see no reason to disturb, the administrative judge’s findings that she failed to prove her affirmative defense of discrimination on the basis of national origin (Hispanic), the agency failed to prove the charge of providing false information during an official investigation, or that the agency established a nexus between her misconduct and the efficiency of the service. PFR File, Tab 1 at 3-6; ID at 11-16; see Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on issues of credibility); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987); see also Haebe, 288 F.3d at 1302. The administrative judge properly sustained the penalty of removal. When an agency proves fewer than all of its charges, the Board may not independently determine a reasonable penalty; it may mitigate to the maximum reasonably penalty so long as the agency has not indicated in its final decision or during proceedings before the Board that it desires that a lesser penalty be imposed on fewer charges. Alaniz v. U.S. Postal Service , 100 M.S.P.R. 105, ¶ 14 (2005). The Board may impose the same penalty imposed by the agency if, after balancing the mitigating factors, it is the maximum reasonable penalty. Id. The Board’s function with regard to its review of an agency’s penalty selection is not to displace management’s responsibility but to determine whether management exercised its judgment within the tolerable limits of reasonableness. Id. For the6 following reasons, we agree with the administrative judge that the record supports the reasonableness of the removal penalty. The administrative judge thoroughly discussed the detailed testimony of the deciding official regarding her consideration of the relevant Douglas3 factors in sustaining the appellant’s proposed removal. ID at 17-19; IAF, Tab 20. In particular, we agree with the administrative judge that the sustained misconduct is serious because the appellant acted for her own financial gain at the expense of the agency and that, as the senior employee, the appellant was expected to set the standard of conduct for the post office branch. ID at 17. The administrative judge properly noted that the appellant had acknowledged that she was on clear notice not to reuse stamps, and we agree with the administrative judge’s explained finding that the mitigating factors of her length of Federal service and lack of prior discipline were insufficient to outweigh the seriousness of the misconduct. ID at 17-18. Finally, the record supports the deciding official’s testimony that the appellant did not show remorse during her oral reply and instead questioned why the proposing official did not simply caution her not to engage in such misconduct in the future. ID at 19; IAF, Tab 6 at 52. Therefore, we find that the administrative judge properly found that the record supported the reasonableness of the removal penalty. ID at 19. As to the appellant’s allegation of disparate penalties, the Board has recently clarified that, in assessing such a claim, the relevant inquiry is whether the agency knowingly and unjustifiably treated employees differently. Singh, 2022 MSPB 15, ¶ 14. Proper comparators for disparate penalty purposes should be limited to those employees whose misconduct and/or other circumstances closely resemble those of the appellant, id., ¶ 13, and the Board should not attempt to weigh the relative seriousness of various offenses in order to determine whether two employees who committed different acts of misconduct 3 In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981 ), the Board set forth a nonexhaustive list of 12 factors that are relevant in assessing the penalty to be imposed for an act of misconduct. 7 were treated disparately, id., ¶ 17. Although the administrative judge did not have the benefit of Singh when she issued the initial decision, we find that she properly found that the appellant failed to make an initial showing that the agency treated a similarly situated employee differently and thus failed to establish her claim of disparate penalties. ID at 18. Consistent with Singh, the administrative judge found that the employee the appellant identified as similarly situated had not engaged in similar misconduct, had never directed subordinates to violate a regulation for his personal benefit, and was a lower-level supervisor while the appellant was the senior official at the post office branch. ID at 18-19. The appellant’s bare assertion on review that the alleged comparator had also caused a monetary loss to the agency in paying an employee for hours not worked does not render his misconduct similar to the sustained misconduct, and she fails to provide a basis for disturbing the administrative judge’s finding that this employee was not a proper comparator for disparate penalty purposes. PFR File, Tab 1 at 4. Based on the foregoing, we find that the appellant has failed to establish that the agency knowingly and unjustifiably treated employees differently, as required under Singh, 2022 MSPB 15, ¶ 14. NOTICE OF APPEAL RIGHTS4 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.8 regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The9 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file10 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 11 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 12 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.13
Kuilan_BenignaCH-0752-18-0408-I-1__Final_Order.pdf
2024-05-13
BENIGNA KUILAN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. CH-0752-18-0408-I-1, May 13, 2024
CH-0752-18-0408-I-1
NP
1,492
https://www.mspb.gov/decisions/nonprecedential/Donovan_Constance__A_DC-1221-18-0551-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CONSTANCE ANN DONOVAN, Appellant, v. PENSION BENEFIT GUARANTY CORPORATION, Agency.DOCKET NUMBER DC-1221-18-0551-W-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 K. Scott Rocio , Esquire, Washington, D.C., for the appellant. Michael W. Macomber , Esquire, Albany, New York, for the appellant. Alexander Kopit , Esquire, and Sara Robinson , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. We MODIFY the initial decision to clarify that the appellant did not exhaust her specific disclosures with the Office of Special Counsel (OSC), we VACATE as unnecessary any additional findings as to disclosures that the appellant did not exhaust, and we otherwise AFFIRM the initial decision. BACKGROUND The appellant has been the Participant and Plan Sponsor Advocate (Advocate) at the agency since 2013. Initial Appeal File (IAF), Tab 1 at 5, Tab 12 at 185. She was the first person appointed to this statutorily created position. IAF, Tab 11 at 17-18; see 29 U.S.C. § 1304 (discussing the appointment, duties, and other employment details regarding the position). The statute sets forth the duties of the position, which include identifying participants and plan sponsors’ persistent problems at the agency, proposing changes to legislation and the practices of the agency to mitigate problems, and referring instances of fraud, waste, abuse, and violations of law to the Office of the Inspector General. IAF, Tab 12 at 136-37; see 29 U.S.C. § 1304(b). The Advocate is required to submit an annual report to Congress, which summarizes requests for assistance received, identifies significant problems, includes 3 legislative and regulatory proposals to address any identified problems, and identifies actions taken to correct problems identified in prior reports. 29 U.S.C. § 1304(e). On June 12, 2017, the appellant filed a complaint with OSC, in which she alleged that she made protected disclosures in her annual reports to Congress between 2014 and 2016. IAF, Tab 6 at 31-32. Specifically, she asserted that her reports detailed violations of Title IV of the Employee Retirement Income Security Act of 1974 (ERISA), mismanagement, and abuse of authority. Id. The appellant asserted to OSC that, because of these disclosures, the agency refused to issue performance standards for her position and awarded her lower performance-based bonuses. Id. at 31-32, 44. OSC issued a close-out letter on March 20, 2018. Id. at 44-46. On May 23, 2018, the appellant filed an IRA appeal with the Board. IAF, Tab 1. The administrative judge issued a jurisdictional order, IAF, Tab 3, to which both parties responded. IAF, Tabs 6, 11, 13, 16. The administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 17, Initial Decision (ID) at 1. Specifically, she found that the appellant had exhausted some of her more general disclosures with OSC. ID at 5-11. However, the administrative judge found that the appellant did not make a nonfrivolous allegation that her disclosures were protected. ID at 13. The appellant has timely filed a petition for review. Petition for Review (PFR) File, Tab 6. The agency has filed a response to the petition. PFR File, Tab 8. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant challenges the administrative judge’s finding that she did not nonfrivolously allege that she had a reasonable belief that her disclosures evidenced any violation of law, rule, or regulation, gross mismanagement, or an abuse of authority. PFR File, Tab 6 at 15, 19-22. We find 4 that this argument provides no basis for reversing the administrative judge’s dismissal of the appeal for lack of jurisdiction. We affirm the administrative judge’s findings regarding the appellant’s exhaustion of her disclosures before OSC, except as modified to clarify that the appellant did not exhaust her specific disclosures. Under the Whistleblower Protection Enhancement Act of 2012 (WPEA), the Board has jurisdiction over an IRA appeal if the appellant has exhausted her administrative remedies before OSC and makes nonfrivolous allegations that (1) she made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and (2) the disclosure or protected activity was a contributing factor in the agency’s decision to take or fail to take a personnel action as defined by 5 U.S.C. § 2302(a).2 Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). The administrative judge properly found that the appellant exhausted her general disclosures that the agency violated Title IV of ERISA and that plan sponsors alleged that the agency committed a form of “extortion” in the way that it enforced section 4062(e) of ERISA. ID at 10-11; IAF, Tab 6 at 31. She then found that, even if the appellant had exhausted her specific disclosures, i.e., the contents of the annual reports she submitted to Congress between 2014 and 2016, they were not protected. ID at 13 . The appellant does not dispute the administrative judge’s findings as to exhaustion on review. PFR File, Tab 6 at 15. We modify the initial decision to clarify that the appellant did not prove exhaustion over her specific disclosures.3 2 The appellant has not alleged that she engaged in a protected activity, and thus we will limit our discussion to whether she made a protected disclosure under 5 U.S.C. § 2302(b)(8). 3 On review, the appellant argues that whether her alleged that disclosures were made during the normal course of her duties pursuant to 5 U.S.C. § 2302(f)(2) is irrelevant to whether those disclosures are protected under 5 U.S.C. § 2302(b)(8). PFR File, Tab 6 at 15. However, the administrative judge did not find that any of the alleged disclosures were not protected on this basis. ID at 12-22. 5 In Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶¶ 10-11, the Board clarified the substantive requirements of exhaustion. The requirements are met when an appellant has provided OSC with a sufficient basis to pursue an investigation. The Board’s jurisdiction is limited to those issues that were previously raised with OSC. However, appellants may give a more detailed account of their whistleblowing activities before the Board than they did to OSC. Id. Appellants may demonstrate exhaustion through their initial OSC complaint; evidence that they amended the original complaint, including but not limited to OSC’s determination letter and other letters from OSC referencing any amended allegations; and their written responses to OSC referencing the amended allegations. Id. Appellants also may establish exhaustion through other sufficiently reliable evidence, such as an affidavit or a declaration attesting that they raised with OSC the substance of the facts in the Board appeal. Id. To establish Board jurisdiction, the appellant must prove exhaustion with OSC by preponderant evidence, not just present nonfrivolous allegations of exhaustion. 5 C.F.R. § 1201.57(c)(1). Here, the appellant provided, in relevant part, her OSC complaint, OSC’s preliminary determination letter, her response to the preliminary determination letter, and OSC’s letter closing her complaint. IAF, Tab 6 at 31-32, 35-46. In her OSC complaint, the appellant stated that she made protected disclosures in the annual reports she submitted to Congress between 2014 and 2016. Id. at 31. She indicated that her 2014 report “noted violations of certain provisions of Title IV of ERISA . . . by [the agency] in their dealings with both participants and plan sponsors subject to their regulatory authority.” Id. She indicated that her 2015 and 2016 annual reports included some of the “same violations of laws and regulations and some additional ones.” Id. She also stated that plan sponsors described the agency’s efforts to enforce section 4062(e) as a form of “extortion.” Id. Further, she generally alleged that the agency’s actions constituted mismanagement and an abuse of authority. Id. at 31. We agree with the 6 administrative judge’s finding that the appellant exhausted these general allegations with OSC. ID at 11. The appellant also asserted that the annual reports would be added to her complaint and “highlighted for ease in identifying the violations of rules, laws and regulations as the basis of this complaint.” IAF, Tab 6 at 31. However, there is no indication that these highlighted annual reports were subsequently provided to OSC. In OSC’s correspondence with the appellant, her disclosures are broadly categorized as documenting violations of laws, rules, or regulations in her annual reports to Congress, but OSC does not provide any specifics on the alleged protected disclosures or reference the highlighted annual reports the appellant previously stated that she would submit to supplement her complaint. Id. at 35, 37, 44. Additionally, in the appellant’s correspondence with OSC, she does not provide additional clarifying information regarding her alleged protected disclosures or reference the purportedly submitted highlighted annual reports. Id. at 40-43. Moreover, while the appellant provided a sworn declaration in response to the administrative judge’s order on jurisdiction below, IAF, Tab 11 at 17-26, she did not provide further information as to what she told OSC regarding her disclosures or claim she submitted her annual reports to OSC, see Chambers, 2022 MSPB 8, ¶¶ 10-11 (explaining that an appellant may establish exhaustion through an affidavit or a declaration attesting that the appellant raised with OSC the substance of the facts in the Board appeal). Thus, the appellant only proved that she exhausted her general allegations that the agency violated Title IV of ERISA and that plan sponsors alleged that the agency’s enforcement of section 4062(e) of ERISA was a form of extortion. IAF, Tab 6 at 31-32. In the initial decision, the administrative judge observed that the highlighted annual reports were not provided to the Board and implicitly found that the appellant did not exhaust her more specific alleged disclosures. ID at 11. The administrative judge then proceeded to analyze whether the appellant nonfrivolously alleged that her more specific disclosures were protected. ID 7 at 13-22. However, because the appellant did not prove that she exhausted these disclosures, we vacate these findings as to an alternative theory of why the appellant did not meet her jurisdictional burden as unnecessary. Further, we modify the initial decision to expressly find that the appellant did not prove by preponderant evidence that she exhausted these specific disclosures. Id. Because the appellant failed to establish by preponderant evidence that these specific disclosures were exhausted, the Board lacks jurisdiction to consider them. See Ward v. Merit Systems Protection Board , 981 F.2d 521, 526 (Fed. Cir. 1992) (finding that the administrative judge “justifiably refused to consider an issue that [the appellant] had not properly raised before [OSC]”); see also 5 C.F.R. § 1201.57(c)(1) (providing that an appellant must prove exhaustion with OSC by preponderant evidence). The appellant failed to nonfrivolously allege that she reasonably believed her disclosures evidenced a violation of law, rule, or regulation, gross mismanagement, or an abuse of authority. The next jurisdictional inquiry is whether, as to the general disclosures the appellant exhausted with OSC, she nonfrivolously alleged that they were protected. See Salerno, 123 M.S.P.R. 230, ¶ 5. A nonfrivolous allegation of a protected whistleblowing disclosure is an allegation of facts that, if proven, would show that the appellant disclosed a matter that a reasonable person in her position would believe evidenced one of the categories of wrongdoing specified in 5 U.S.C. § 2302(b)(8). Id., ¶ 6. The test to determine whether a putative whistleblower has a reasonable belief in the disclosure is an objective one: whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee could reasonably conclude that the actions of the agency evidenced a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. Id. The disclosures must be specific and detailed, not vague allegations of wrongdoing regarding broad or 8 imprecise matters. Id.; Rzucidlo v. Department of the Army , 101 M.S.P.R. 616, ¶ 13 (2006). To the extent the administrative judge found that the appellant failed to nonfrivolously allege that her general disclosures were protected, we agree. ID at 14-22. The appellant failed to nonfrivolously allege that she reasonably believed that her disclosure that the agency had violated “certain provisions of Title IV of ERISA” evidenced a violation of law, rule, or regulation. The appellant only raised broad assertions of alleged violations of laws and regulations to OSC, without describing what the alleged violations were. IAF, Tab 6 at 31-32. The appellant stated to OSC that she disclosed that the agency violated Title IV of ERISA “in their dealings with both participants and plan sponsors subject to their regulatory authority.” Id. at 31. She did not explain specifically what the purported violations of law and regulation were, and only made conclusory allegations about the agency’s alleged wrongdoing. We find, therefore, that the appellant has not made a nonfrivolous allegation that these disclosures were protected. See Rzucidlo, 101 M.S.P.R. 616, ¶ 17 (finding that the Board requires an appellant to provide more than vague and conclusory allegations of wrongdoing by others); see also McCorcle v. Department of Agriculture, 98 M.S.P.R. 363, ¶ 21 (2005) (finding that conclusory allegations lacking in specificity do not constitute nonfrivolous allegations of IRA jurisdiction). The appellant failed to nonfrivolously allege that she reasonably believed her disclosure that plan sponsors described the agency’s efforts to enforce section 4062(e) as a form of extortion evidenced gross mismanagement or an abuse of authority. In her OSC complaint, the appellant also appeared to allege that the agency’s actions constituted mismanagement and an abuse of authority because plan sponsors described the agency’s efforts to enforce section 4062(e) of ERISA as a form of “extortion.” IAF, Tab 6 at 31-32. Gross mismanagement is more 9 than de minimis wrongdoing or negligence; it means a management action or inaction that creates a substantial risk of significant adverse impact on the agency’s ability to accomplish its mission. Swanson v. General Services Administration, 110 M.S.P.R. 278, ¶ 11 (2008). An abuse of authority is defined as an arbitrary or capricious exercise of power by a Federal official or employee that adversely affects the rights of any person or that results in personal gain or advantage to himself or to preferred other persons. Chavez v. Department of Veterans Affairs , 120 M.S.P.R. 285, ¶ 22 (2013). Even under the expanded protections afforded to whistleblowers under the WPEA, general philosophical or policy disagreements with agency decisions that “lawfully exercise discretionary authority” are not protected unless the appellant has a reasonable belief that the disclosed information separately evidences one of the categories of wrongdoing listed in section 2302(b)(8)(A). 5 U.S.C. § 2302(a)(2)(D); Webb v. Department of the Interior, 122 M.S.P.R. 248, ¶ 8 (2015). In the instant case, the appellant disclosed that plan sponsors described the agency’s efforts to enforce section 4062(e) of ERISA as a form of “extortion.” IAF, Tab 6 at 31-32. Section 4062(e) is a provision of ERISA that provides a formula by which the agency calculates the amount an employer who sponsors its own pension plan must pay to protect pensions when it ceases operations at a facility and workers lose their jobs. Employee Retirement Income Security Act of 1974, Pub. L. No. 93-406, § 4062(e), 88 Stat. 823, 1030 (codified as amended at 29 U.S.C. § 1362(e)); see 29 C.F.R. § 4062.8(a) (explaining that the formula applies when “an employer ceases operations at a facility . . . and, as a result . . . more than 20% of the total number of . . . employees who are participants under a plan established and maintained by the employer are separated from employment”). The appellant did not provide additional information on how the agency’s actions created a substantial risk of significant adverse impact upon the agency’s ability to accomplish its mission, nor does she provide sufficient factual information for us to infer such a finding. As the 10 administrative judge observed, the agency’s mission is to protect the retirement incomes of American workers in specified pension plans. ID at 14; see Pension Benefit Guaranty Corporation Mission Statement, https://www.pbgc.gov/about/who-we - are (last visited May 8, 2024). We agree with the administrative judge that this allegation fails to identify any specific risk to the agency’s ability to accomplish its mission of protecting retirement incomes, and that the appellant did not provide any basis for finding that the agency’s interpretation of its authority was unlawful or unreasonable. ID at 15, 17. Thus, the appellant failed to nonfrivolously allege that her allegations evidenced a reasonable belief that the agency’s enforcement of section 4062(e) constituted gross mismanagement or an abuse of authority. Accordingly, we deny the petition for review and affirm, as modified, the initial decision dismissing the appellant’s IRA appeal for lack of jurisdiction.4 NOTICE OF APPEAL RIGHTS5 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your 4 Because the appellant failed to nonfrivolously allege that her exhausted disclosures were protected, we decline to address her argument that these disclosures were contributing factors in the alleged personnel action. PFR File, Tab 6 at 22. 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 11 claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 12 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 13 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.6 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 6 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 14 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Donovan_Constance__A_DC-1221-18-0551-W-1__Final_Order.pdf
2024-05-10
CONSTANCE ANN DONOVAN v. PENSION BENEFIT GUARANTY CORPORATION, MSPB Docket No. DC-1221-18-0551-W-1, May 10, 2024
DC-1221-18-0551-W-1
NP
1,493
https://www.mspb.gov/decisions/nonprecedential/Pedretti_AprilSF-0714-17-0696-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD APRIL PEDRETTI, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-0714-17-0696-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 McRae Cleaveland , Bobby Devadoss , Esquire, and Megan Zeller , Esquire, Dallas, Texas, for the appellant. Eric Lazare , San Diego, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the agency’s demotion decision pursuant to the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017 (VA Accountability Act), Pub. L. No. 115-41, § 202(a), 131 Stat. 862, 869-73 (codified as amended at 38 U.S.C. § 714). For the reasons discussed below, we 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). GRANT the petition for review and REVERSE the initial decision to the extent the administrative judge sustained the demotion action. The appellant’s demotion is REVERSED. We AFFIRM the initial decision to the extent the administrative judge found that the appellant failed to prove her affirmative defenses of discrimination based on disability and sex, as MODIFIED to apply the correct standards applicable to those claims. BACKGROUND By a letter dated August 8, 2017, the agency proposed to remove the appellant from her position as a GS-12 National Cemetery Administrator (NCA), pursuant to 38 U.S.C. § 714, based on a charge of lack of proper oversight. Initial Appeal File (IAF), Tab 4 at 19-21. The deciding official issued a decision letter sustaining the charge and mitigating the removal penalty to a demotion to a GS-9 Budget Analyst position, effective September 17, 2017. Id. at 23-26. The appellant timely filed the instant Board appeal challenging her demotion, asserting that the charge and specifications were not supported by the record; the agency action did not promote the efficiency of the Federal service; and the agency decision was motivated by unlawful discrimination. IAF, Tab 1 at 6. After the appellant filed a motion withdrawing her request for a hearing and requested a trial by submission, IAF, Tab 16, the administrative judge issued a close of record order in which she identified the issues to be adjudicated, set forth the applicable law and burdens of proof with respect to the charge and the affirmative defenses, and ordered the parties to submit closing evidence and argument, IAF, Tab 18. In an initial decision based on the parties’ written submissions, the administrative judge found that the agency proved the charge by substantial evidence and that the appellant failed to prove her disability and sex discrimination affirmative defenses. IAF, Tab 24, Initial Decision (ID) at 3-20. The administrative judge further determined that, pursuant to 38 U.S.C.2 § 714(d)(2)(B), she was precluded from mitigating the penalty, and so, she affirmed the demotion without addressing the reasonableness of the penalty. ID at 11, 20-22. The appellant has timely filed a petition for review of the initial decision, and the agency has filed a response in opposition to the petition for review.2 Petition for Review (PFR) File, Tabs 3, 5. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant generally takes issue with the administrative judge’s credibility determinations and argues that the agency failed to meet its burden of proving all three specifications of the charge. PFR File, Tab 3 at 7-13. She also argues that the agency’s chosen penalty was excessive and the agency’s action did not promote the efficiency of the service. Id. at 17-18. Finally, she challenges the administrative judge’s finding that she failed to establish her affirmative defenses of discrimination based on her disability and sex. Id. at 13-17. 2 With her petition for review, the appellant has included a number of exhibits, including emails she exchanged with agency officials, a copy of a sworn affidavit, a copy of the agency’s discovery responses, and a number of other documents related to the demotion action, most of which were included in the record below and thus are not new. PFR File, Tab 3 at 20-72; see Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980) (explaining that evidence that is already a part of the record is not new). To the extent that the appellant submits documents that were not part of the record below, the Board generally will not consider evidence submitted for the first time on review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). Further, the submitting party must show that the evidence is material . See Okello v. Office of Personnel Management , 112 M.S.P.R. 563, ¶ 10 (2009). All of the newly submitted documents predate the initial decision, and the appellant does not assert that any of the documents were first obtained after the initial decision was issued. See Avansino, 3 M.S.P.R. at 214. In addition, the appellant has not shown that any of the evidence is of sufficient weight to change the outcome of the appeal. Accordingly, we have not considered these documents.3 The demotion action must be reversed based on recent U.S. Court of Appeals for the Federal Circuit (Federal Circuit) and Board precedent. We do not reach the parties’ arguments regarding the charge and penalty because we conclude that the agency improperly demoted the appellant for conduct predating the VA Accountability Act. See Wilson v. Department of Veterans Affairs , 2022 MSPB 7, ¶ 26 (handling the arguments on review similarly in a section 714 appeal in which the action was reversed because the charged conduct predated the VA Accountability Act). After the initial decision in this appeal was issued, the Board and the Federal Circuit issued precedential decisions addressing the application of the VA Accountability Act to events that occurred before the date of its enactment. Based on that precedent, which was not available to the administrative judge when she issued the initial decision, we conclude that the appellant’s demotion must be reversed. In Sayers v. Department of Veterans Affairs , 954 F.3d 1370, 1374, 1380-82 (Fed. Cir. 2020), the Federal Circuit concluded that 38 U.S.C. § 714 cannot be applied to events occurring before its enactment because Congress did not authorize its retroactive application, and the statute’s lowered substantial evidence standard of proof and elimination of the Board’s authority to mitigate the penalty detrimentally affected Dr. Sayers’s property right to continued employment. The court also acknowledged that the notice of proposed removal in that case had not been issued until after the enactment of the VA Accountability Act but determined that “[s]ection 714’s impermissible retroactive effect on Dr. Sayers’s substantive employment right is not eliminated by the prospective application of § 714’s procedures.” Id. at 1381. Consequently, the court held that the agency may not use the VA Accountability Act to discipline an employee for matters that occurred before its effective date, June 23, 2017, and vacated Dr. Sayers’s removal. Id. at 1380-82. As in Sayers, in this case, the agency removed the appellant under the VA Accountability Act based entirely on misconduct that predated the Act’s June 23,4 2017 enactment date. IAF, Tab 4 at 19-21, 23-26. Additionally, as the court held in Sayers, the fact that the proposal and decision letters were issued after the enactment date is of no consequence because 38 U.S.C. § 714 may not be applied to conduct that predates the passage of the Act, irrespective of the date that the agency action was proposed and effectuated. Sayers, 954 F.3d at 1380-81. Accordingly, the agency’s charge is not sustained, and the appellant’s demotion must be reversed. See id. at 1380-82; Wilson, 2022 MSPB 7, ¶ 33. We agree with the administrative judge that the appellant failed to prove her discrimination affirmative defenses, but we modify the initial decision to clarify the proper standard applicable to these claims. Sex Discrimination In the initial decision, the administrative judge determined that the appellant failed to establish her affirmative defense of sex discrimination, concluding that none of the statements she identified evinced a discriminatory animus and the appellant failed to provide any evidence that she or other female employees were treated worse than their male counterparts. ID at 18-20. Consequently, the administrative judge determined that the appellant failed to provide any evidence that her sex was a motivating factor in the agency’s decision to demote her, and thus did not meet her burden of proof with respect to this affirmative defense. ID at 20. On review, the appellant argues that the administrative judge afforded insufficient weight to credible evidence of discriminatory animus by the appellant’s supervisor who initiated the investigation that eventually resulted in her demotion. PFR File, Tab 3 at 15-16. Specifically, she argues that the administrative judge “seemingly brush[ed] [] away” her supervisor’s statement that “the last woman we had here barely met my expectations,” and his instruction to the appellant not to “screw it up.” Id. at 16. In an order setting forth the appellant’s burdens for her affirmative defenses, the administrative judge identified the standard set forth in Savage v.5 Department of the Army , 122 M.S.P.R. 612 ¶¶ 41-42, 51 (2015), as clarified by Gardner v. Department of Veterans Affairs , 123 M.S.P.R. 647 (2016), as the standard applicable to the appellant’s sex discrimination claim. IAF, Tab 9 at 2-5. She similarly applied this standard in the initial decision. ID at 18-19. Following the issuance of the initial decision in this case, the Board issued Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-25, 30, which overruled parts of Savage and clarified the proper analytical framework to be applied to affirmative defenses of Title VII discrimination and retaliation. Based on our review of the record, we conclude that the outcome of this appeal under the standard set forth in Pridgen would be the same as that arrived at by the administrative judge. Regarding the appellant’s argument that the administrative judge improperly dismissed her supervisor’s statement to her that “the last woman we had here barely met my expectations,” and his warning that the appellant not “screw it up,” the appellant argues that the administrative judge seemingly dismissed the offending statement on temporal grounds. PFR File, Tab 3 at 16. The record does not support the appellant’s assertion. After noting that the supervisor made the statement shortly after the appellant became the new NCA in November 2015, the administrative judge pointed out that the supervisor appeared to have made the statement in the context of explaining what his expectations were of all cemetery directors. ID at 19. The administrative judge observed that, contextually understood, the supervisor’s harsh statements about the prior NCA’s performance and his cautionary statement to the appellant not to “screw it up” were indicative of his stern management style, generally, irrespective of the sex of his subordinates. ID at 19. This reading is bolstered by the administrative judge’s observation that one of the appellant’s comparators for her disability discrimination claim (who is male) also alleged that he was harassed by the supervisor and was also eventually proposed for removal during the same time frame as the appellant, leading the administrative judge to conclude that the supervisor was “apparently stern with6 all of his employees.” ID at 20. Based on our review of the record, we agree with the administrative judge’s finding that there is no evidence that discriminatory animus by the appellant’s supervisor influenced the deciding official. Further, we find that the administrative judge appropriately considered all of the relevant evidence. Consequently, we affirm the administrative judge’s finding that the appellant failed to meet her burden of proving that sex discrimination played any part in the demotion action, as modified herein to apply the standard set forth in Pridgen. Disability Discrimination As previously noted, the appellant raised an affirmative defense of disability discrimination due to her post-traumatic stress disorder (PTSD) condition based on failure to accommodate and disparate treatment theories. IAF, Tab 12 at 6-7, Tab 21 at 10-13, 39-40. As the administrative judge correctly observed, the Board adjudicates claims of disability discrimination raised in connection with an otherwise appealable action under the substantive standards of section 501 of the Rehabilitation Act of 1973, which has incorporated the standards of the Americans with Disabilities Act of 1990, as amended by the Americans with Disabilities Act Amendments Act of 2008. ID at 13 n.3; Pridgen, 2022 MSPB 31, ¶ 35; Haas v. Department of Homeland Security , 2022 MSPB 36, ¶ 28. Therefore, we apply those standards here to determine if there has been a Rehabilitation Act violation. Pridgen, 2022 MSPB 31, ¶ 35. Regarding the appellant’s failure to accommodate claim, the administrative judge concluded that the agency was not obligated to accommodate the appellant because there was no evidence that she had requested any accommodation. ID at 13-15. We agree with this finding. In finding that the appellant did not prove her failure to accommodate claim, the administrative judge observed that the appellant was granted all the leave she requested for her counseling appointments for her condition, and further, that her requests to attend a funeral and for7 temporary housing were not requests for a reasonable accommodation. ID at 14-15. On review, the appellant concedes that she did not request a reasonable accommodation from the agency but argues that the agency nonetheless had an obligation to investigate any “facts and/or circumstances that give rise to a link between an employee’s medical condition and issues or problems in the workplace.” PFR File, Tab 3 at 15. Consequently, she appears to suggest that the onus was on the agency to initiate the interactive process and to offer some sort of unstated accommodation, and that by failing to do so, the agency failed to accommodate her PTSD condition. Id. The Rehabilitation Act requires an agency to provide reasonable accommodation to the known physical or mental limitations of an otherwise qualified individual with a disability unless the agency can show that accommodation would cause an undue hardship on its business operations. Clemens v. Department of the Army , 120 M.S.P.R. 616, ¶ 10 (2014). An employee only has a general responsibility to inform her employer that she needs accommodation for a medical condition, and once an employee requests a reasonable accommodation, the employer must engage in the interactive process to determine an appropriate accommodation. Id., ¶ 12. To trigger an agency’s obligation, an employee needs to link her request to a medical condition. EEOC Enforcement Guidance on Reasonable Accommodation and Undue Hardship under the Americans with Disabilities Act, Question 1, Notice No. 915.002 (Oct. 17, 2002), available at https:// www.eeoc.gov/laws/guidance/enforcement-guidance-reasonable-accommodation- and-undue-hardship-under-ada . Because the appellant has conceded that she did not request reasonable accommodation, we agree with the administrative judge that she failed to meet her burden of establishing her disability discrimination claim based on a failure to accommodate theory. ID at 15. She also has not alleged any facts below or on review that would have informed the agency that she believed her PTSD condition required accommodation, nor has she asserted8 that she made any request for accommodation of her PTSD condition that the agency did not grant. The administrative judge also rejected the appellant’s disparate treatment disability discrimination claim, concluding that she failed to present any evidence that any similarly situated employees without a disability were treated more favorably than the appellant. ID at 15-17. Further, the administrative judge determined that the appellant had not provided any evidence that the deciding official had any knowledge of her PTSD condition at the time she decided to sustain the charge and mitigate the removal to a demotion. ID at 17. Additionally, the administrative judge considered the appellant’s argument that she and a number of other employees with PTSD were treated less favorably because of their PTSD. ID at 16-17. The same standards and methods of proof set forth above for the appellant’s Title VII claim apply to her disability discrimination claim based on alleged disparate treatment. Pridgen, 2022 MSPB 31, ¶¶ 40, 42. One way an appellant may establish a discrimination claim is through comparator evidence, or evidence relating to the allegedly more favorable treatment of similarly situated employees outside her protected group. Id., ¶¶ 24, 27. To be similarly situated, comparators must have reported to the same supervisor, been subject to the same standards governing discipline, and engaged in conduct similar to the appellant’s without differentiating or mitigating circumstances. Id., ¶ 27. Although she did not have the benefit of the Board’s Pridgen decision, the administrative judge’s analysis was consistent with Pridgen. ID at 14-17. She evaluated the sworn affidavits from purported comparator employees but concluded the following: (1) one of the purported comparators was not similarly situated to the appellant because he was not supervised by the same supervisor as the appellant; (2) another comparator, who was supervised by the appellant’s supervisor and who had PTSD, was a valid comparator, but that employee’s sworn affidavit indicated that the supervisor was intensely critical of all of his9 subordinates, including those without disabilities, and so that comparator’s affidavit did not provide any evidence of discrimination; and (3) the appellant did not indicate whether any of the final group of potential comparators were individuals with a disability, so the administrative judge could not determine whether they were valid comparators. ID at 16; IAF, Tab 21 at 90-110. Further, the administrative judge considered, and rejected, the appellant’s argument that several statements by her supervisor concerning PTSD being “50% service-connected” and the appellant being “too sensitive” were evidence of discriminatory animus. ID at 15-16. Finally, the administrative judge noted that the appellant had not provided any evidence that the deciding official was aware of the appellant’s disability when she decided to sustain the charge and mitigate the removal penalty to a demotion. ID at 17. Other than generally disagreeing with the weight the administrative judge assigned to the written affidavits of the purported comparator employees, the appellant does not specifically address these findings on review, and we agree with the administrative judge that the record is devoid of any evidence tending to show that the agency was motivated by discriminatory animus when it proposed or effectuated the demotion action at issue in this appeal. PFR File, Tab 3 at 10-11. We discern no basis to disturb the administrative judge’s conclusions, and we affirm her finding that the appellant failed to prove this affirmative defense, as modified to incorporate the correct applicable standard set forth in Pridgen. See Pridgen, 2022 MSPB 31, ¶¶ 20-25. ORDER We ORDER the agency to cancel the demotion action and to reinstate the appellant to her former position as a GS-12 National Cemetery Administrator, effective September 17, 2017. See Kerr v. National Endowment for the Arts , 726 F.2d 730 (Fed. Cir. 1984). The agency must complete this action no later than 20 days after the date of this decision. 10 We also ORDER the agency to pay the appellant the correct amount of back pay, interest on back pay, and other benefits under the Office of Personnel Management’s regulations, no later than 60 calendar days after the date of this decision. We ORDER the appellant to cooperate in good faith in the agency’s efforts to calculate the amount of back pay, interest, and benefits due, and to provide all necessary information the agency requests to help it carry out the Board’s Order. If there is a dispute about the amount of back pay, interest due, and/or other benefits, we ORDER the agency to pay the appellant the undisputed amount no later than 60 calendar days after the date of this decision. We further ORDER the agency to tell the appellant promptly in writing when it believes it has fully carried out the Board’s Order and of the actions it has taken to carry out the Board’s Order. The appellant, if not notified, should ask the agency about its progress. See 5 C.F.R. § 1201.181(b). No later than 30 days after the agency tells the appellant that it has fully carried out the Board’s Order, the appellant may file a petition for enforcement with the office that issued the initial decision on this appeal if the appellant believes that the agency did not fully carry out the Board’s Order. The petition should contain specific reasons why the appellant believes that the agency has not fully carried out the Board’s Order, and should include the dates and results of any communications with the agency. 5 C.F.R. § 1201.182(a). For agencies whose payroll is administered by either the National Finance Center of the Department of Agriculture (NFC) or the Defense Finance and Accounting Service (DFAS), two lists of the information and documentation necessary to process payments and adjustments resulting from a Board decision are attached. The agency is ORDERED to timely provide DFAS or NFC with all documentation necessary to process payments and adjustments resulting from the Board’s decision in accordance with the attached lists so that payment can be made within the 60-day period set forth above.11 NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set forth at Title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees and costs WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion for attorney fees and costs with the office that issued the initial decision on your appeal. NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.12 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain13 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 14 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 15 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16 DEFENSE FINANCE AND ACCOUNTING SERVICE Civilian Pay Operations DFAS BACK PAY CHECKLIST The following documentation is required by DFAS Civilian Pay to compute and pay back pay pursuant to 5 CFR § 550.805. Human resources/local payroll offices should use the following checklist to ensure a request for payment of back pay is complete. Missing documentation may substantially delay the processing of a back pay award. More information may be found at: https://wss.apan.org/public/DFASPayroll/Back%20Pay%20Process/Forms/AllItems.aspx. NOTE: Attorneys’ fees or other non-wage payments (such as damages) are paid by vendor pay, not DFAS Civilian Pay. ☐1) Submit a “SETTLEMENT INQUIRY - Submission” Remedy Ticket. Please identify the specific dates of the back pay period within the ticket comments. Attach the following documentation to the Remedy Ticket, or provide a statement in the ticket comments as to why the documentation is not applicable: ☐2) Settlement agreement, administrative determination, arbitrator award, or order. ☐3) Signed and completed “Employee Statement Relative to Back Pay”. ☐4) All required SF50s (new, corrected, or canceled). ***Do not process online SF50s until notified to do so by DFAS Civilian Pay.*** ☐5) Certified timecards/corrected timecards. ***Do not process online timecards until notified to do so by DFAS Civilian Pay.*** ☐6) All relevant benefit election forms (e.g., TSP, FEHB, etc.). ☐7) Outside earnings documentation. Include record of all amounts earned by the employee in a job undertaken during the back pay period to replace federal employment. Documentation includes W-2 or 1099 statements, payroll documents/records, etc. Also, include record of any unemployment earning statements, workers’ compensation, CSRS/FERS retirement annuity payments, refunds of CSRS/FERS employee premiums, or severance pay received by the employee upon separation. Lump Sum Leave Payment Debts: When a separation is later reversed, there is no authority under 5 U.S.C. § 5551 for the reinstated employee to keep the lump sum annual leave payment they may have received. The payroll office must collect the debt from the back pay award. The annual leave will be restored to the employee. Annual leave that exceeds the annual leave ceiling will be restored to a separate leave account pursuant to 5 CFR § 550.805(g). NATIONAL FINANCE CENTER CHECKLIST FOR BACK PAY CASES Below is the information/documentation required by National Finance Center to process payments/adjustments agreed on in Back Pay Cases (settlements, restorations) or as ordered by the Merit Systems Protection Board, EEOC, and courts . 1.Initiate and submit AD-343 (Payroll/Action Request) with clear and concise information describing what to do in accordance with decision. 2.The following information must be included on AD-343 for Restoration: a.Employee name and social security number. b.Detailed explanation of request. c.Valid agency accounting. d.Authorized signature (Table 63). e.If interest is to be included. f.Check mailing address. g.Indicate if case is prior to conversion. Computations must be attached. h.Indicate the amount of Severance and Lump Sum Annual Leave Payment to be collected (if applicable). Attachments to AD-343 1.Provide pay entitlement to include Overtime, Night Differential, Shift Premium, Sunday Premium, etc. with number of hours and dates for each entitlement (if applicable). 2.Copies of SF-50s (Personnel Actions) or list of salary adjustments/changes and amounts. 3.Outside earnings documentation statement from agency. 4.If employee received retirement annuity or unemployment, provide amount and address to return monies. 5.Provide forms for FEGLI, FEHBA, or TSP deductions (if applicable). 6.If employee was unable to work during any or part of the period involved, certification of the type of leave to be charged and number of hours. 7.If employee retires at end of Restoration Period, provide hours of Lump Sum Annual Leave to be paid. NOTE: If prior to conversion, agency must attach Computation Worksheet by Pay Period and required data in 1-7 above. The following information must be included on AD-343 for Settlement Cases: (Lump Sum Payment, Correction to Promotion, Wage Grade Increase, FLSA, etc.) a.Must provide same data as in 2, a-g above. b.Prior to conversion computation must be provided. c.Lump Sum amount of Settlement, and if taxable or non-taxable. If you have any questions or require clarification on the above, please contact NFC’s Payroll/Personnel Operations at 504-255-4630.
Pedretti_AprilSF-0714-17-0696-I-1__Final_Order.pdf
2024-05-10
APRIL PEDRETTI v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-0714-17-0696-I-1, May 10, 2024
SF-0714-17-0696-I-1
NP
1,494
https://www.mspb.gov/decisions/nonprecedential/Hodge_DianeDE-0714-17-0420-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DIANE HODGE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DE-0714-17-0420-X-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Diane Hodge , Prescott Valley, Arizona, pro se. Karl Lynch , Esquire, Garland, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER This case is before the Board pursuant to a December 28, 2021 compliance initial decision finding the agency in noncompliance with the Board’s July 2, 2021 initial decision. Hodge v. Department of Veterans Affairs , MSPB Docket No. DE-0714-17-0420-C-1, Compliance File (CF), Tab 9, Compliance Initial 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). Decision (CID) at 1-17; Hodge v. Department of Veterans Affairs , MSPB Docket No. DE-0714-17-0420-M-1, Remand File (RF), Tab 12, Initial Decision (ID) at 1-15. For the reasons discussed below, we find the agency in compliance and DISMISS the petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE On July 2, 2021, the administrative judge issued an initial decision reversing the appellant’s demotion and ordering the agency to pay the appellant the correct amount of back pay, including interest, and all other benefits to which she was entitled. ID at 1-15.2 On September 23, 2021, the appellant filed a Petition for Enforcement contending that the agency had failed to provide an accounting of the back pay it had provided appellant. CF, Tab 1 at 4-5. After affording the parties an opportunity to file evidence and argument regarding the back pay issue, the administrative judge issued a compliance initial decision on December 28, 2021, finding the agency in noncompliance “with its obligation to provide full back pay to Appellant.” CID at 4. The initial decision stated that “[a]lthough the agency undisputedly has provided a back pay payment to Appellant, the agency has failed to provide any evidence of how it calculated the back pay, including any interest ‘if interest was included.’” CID at 4.3 On February 7, 2022, the Office of the Clerk of the Board issued an Acknowledgement Order notifying the parties that a new docket number had been assigned (reflecting the referral of the matter to the Board for a final compliance 2 Neither party filed a petition for review of the July 2, 2021 decision, and thus, the initial decision became the Board’s final decision on August 6, 2021. 3 The compliance initial decision informed the agency that, if it decided to take the actions required by the decision, it must submit to the Clerk of the Board, within the time limit for filing a petition for review under 5 C.F.R. § 1201.114(e), a statement that it has taken the actions identified in the compliance initial decision, along with evidence establishing that it has taken those actions. CID at 6-8; see 5 C.F.R. § 1201.183(a)(6)(i). The compliance initial decision also informed the parties that they could file a petition for review if they disagreed with the compliance initial decision. CID at 6-8; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii). Neither party petitioned for review of the compliance initial decision. 2 determination) and notifying the appellant of her right to respond to the agency’s submission within 20 days. Hodge v. Department of Veterans Affairs , MSPB Docket No. DE-0714-17-0420-X-1, Compliance Referral File (CRF), Tab 1 at 1-3. On February 22, 2022, the agency submitted an “Agency Report on Compliance” in which it stated that “not all interest payments on the back pay have been made . . . .” CRF, Tab 2 at 1. On March 3, 2022, the appellant filed her “Response to Agency Report on Compliance,” arguing that the agency had failed to provide information on how much money the appellant was owed, how much interest on the total amount of back pay was owed, and how those amounts were calculated. CRF, Tab 3 at 4-5. The appellant further requested that the Board sanction the agency for its lack of compliance. Id. at 5. On June 7, 2023, the Office of the Clerk of the Board issued an order requiring the agency to submit an update to its compliance efforts, including: (1) a detailed narrative explanation of the calculations of the back pay and interest owed to appellant; (2) evidence of all back pay payments and interest already made to the appellant; and (3) an explanation of what amount of back pay the agency believes it still owes the appellant, if any, along with a statement regarding why it has not yet paid this amount to the appellant. CRF, Tab 5 at 2. On June 28, 2023, the agency submitted a response to the June 7, 2023 Order. CRF, Tab 6 at 1-49. In the response, the agency explained that it owed the appellant a gross amount of $33,747.65 in back pay and $12,585.76 in interest on the back pay for the period between the appellant’s demotion, effective August 20, 2017, and her reinstatement to her former higher-graded position in 2021. Id. at 12. The agency also submitted spreadsheets and charts detailing the amounts owed the appellant and the varying applicable rates of interest during the back pay period. Id. at 7-48. 3 On July 11, 2023, the appellant filed a reply to the agency’s response, which confirmed that she had received the back pay payments but argued that the agency’s submissions show “a lot of numbers but not really given explicit explanation [sic] of how the final figures were created.” CRF, Tab 7 at 4. The appellant requested a “simple written explanation.” Id. ANALYSIS The agency bears the burden of proving that it has complied with a Board order. Mercado v. Office of Personnel Management , 115 M.S.P.R. 65, ¶ 4 (2010). The agency is required to produce relevant, material, and credible evidence of compliance in the form of documentation or affidavits. Spates v. U.S. Postal Service, 70 M.S.P.R. 438, 443 (1996). The appellant may rebut the agency's evidence of compliance by making “specific, nonconclusory, and supported assertions of continued noncompliance.” Brown v. Office of Personnel Management, 113 M.S.P.R. 325, ¶ 5 (2010). In its June 28, 2023 submission, the agency provided spreadsheets and a chart evidencing the difference between the salary the appellant earned and the salary she should have earned without the demotion and adding up the amount owed the appellant per pay period from 2017 to 2021. CRF, Tab 6 at 7-11. The agency stated that the appellant was paid in three installments on June 5, 2021; August 28, 2021; and October 8, 2022. Id. at 4; 12. The submission included a Defense Finance and Accounting Service (DFAS) report detailing the gross back pay owed per year. For 2017, the appellant was owed a gross amount of $2,972.80; for 2018, $8,497.55; for 2019, $8,606.45; for 2020, $10,308.77; and for 2021, $3,362.08. Id. at 7, 12.4 The DFAS report also provides the interest amount owed for each date the appellant was paid her back pay, as well as deductions from the back pay for taxes and benefits, and the net amounts paid in each back pay installment. Id. at 12. The agency also submitted “Back Pay 4 The amount owed in back pay for 2017 was not included on the DFAS report but was provided on a spreadsheet in the agency’s submissions. Id. at 7. 4 Computation Summary Reports” for each of the three back pay payments, which provide the breakdown of the time periods covered by each payment; calculations of the interest on the back pay; and spreadsheets detailing gross earnings and certain deductions. Id. at 13-48. Thus, the agency has produced detailed, credible evidence that it has complied with the Board’s July 2, 2021 initial decision to pay the appellant all the back pay, interest, and benefits to which she was entitled. RF, Tab 12. The appellant specifically questioned several items, which we address in turn. First, the appellant asserts that the interest rates used to calculate the interest on the back pay vary. CRF, Tab 7 at 4. Interest on back pay is computed using Internal Revenue Service quarterly rates, which vary. 5 U.S.C. § 5596; 5 C.F.R. §§ 550.806. Second, the appellant states that the agency did not specify whether the payments included step increases. CRF, Tab 7 at 4. The spreadsheets detailing the differences between the salary she received and the salary she was owed reflect step increases. CRF, Tab 6 at 7-11. Third, the appellant asserts that the agency did not specify when the interest on the back pay stopped accruing. CRF, Tab 7 at 4. For each payment she received, the agency provides a “Back Pay Computation Summary Report” which states the dates on which the back pay interest stopped accruing (including interest on the interest owed to the appellant). CRF, Tab 6 at 13, 22, 35, 39.5 In sum, although the appellant challenges several aspects of the agency’s compliance explanations, she has not convincingly demonstrated that the agency’s explanations and calculations are incorrect; and she does not contest that she received the amounts stated. As a result, we find the agency in compliance. Finally, regarding the appellant’s request for sanctions, we deny the request. The Board’s sanction authority is limited to the sanctions necessary to obtain compliance with a Board order. Mercado v. Office of Personnel 5 Interest accrual ends at a time selected by the agency that is no more than 30 days before the date of the back pay interest payment. 5 C.F.R. § 550.806. 5 Management, 115 M.S.P.R. 65. ¶ 8 (2010) (stating that the Board’s ability to award sanctions is a means to enforce compliance, and once compliance has been demonstrated, it would be inappropriate to impose sanctions). Because the agency has complied with the Board’s orders, we are without authority to impose sanctions in this matter. Accordingly, in light of the agency’s evidence of compliance, the Board finds the agency in compliance and dismisses the petition for enforcement. This is the final decision of the Merit Systems Protection Board in this compliance proceeding. Title 5 of the Code of Federal Regulations, section 1201.183(c)(1) (5 C.F.R. § 1201.183(c)(1)). NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set out at Title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your attorney fees motion with the office that issued the initial decision on your appeal. NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 6 Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at 7 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, 8 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.7 The court of appeals must receive your petition for 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 9 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 132 Stat. 1510. 10 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 11
Hodge_DianeDE-0714-17-0420-X-1__Final_Order.pdf
2024-05-10
DIANE HODGE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DE-0714-17-0420-X-1, May 10, 2024
DE-0714-17-0420-X-1
NP
1,495
https://www.mspb.gov/decisions/nonprecedential/Branch-Haines_Rosetta_H_AT-315H-20-0050-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROSETTA H. BRANCH-HAINES, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-315H-20-0050-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Rosetta H. Branch-Haines , Gainesville, Florida, pro se. Luis E. Ortiz , Esquire, Orlando, Florida, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction . On petition for review, the appellant asserts that she failed to respond to the jurisdictional order because she lacked adequate knowledge and financial resources to obtain legal representation, and argues for the first time and without 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). elaboration or explanation that her termination was based in whole or in part on pre-appointment reasons under 5 C.F.R. § 315.806. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review.2 Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 2 The appellant has submitted additional documents with her petition for review, including journal notes, emails, and training materials. Petition for Review (PFR) File, Tab 1 at 3-56. The Board generally will not consider evidence submitted for the first time on review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). We have reviewed this newly submitted evidence, and we find that the appellant has not shown that it is either new or material. See Okello v. Office of Personnel Management , 112 M.S.P.R. 563, ¶ 10 (2009 ) (concluding that under 5 C.F.R. § 1201.115(d) the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it is both new and material). The appellant acknowledges that the journal notes predate the initial decision, and she does not otherwise assert that any of the documents were first obtained after the initial decision was issued. PFR File, Tab 1 at 3; see Avansino, 3 M.S.P.R. at 214. Additionally, she has not explained how these documents are relevant to the jurisdictional question at issue in this appeal. Accordingly, we need not consider them. Nevertheless, we have reviewed the provided documents for any allegation that the appellant’s termination was for pre -appointment reasons, and the documents all concern personal conflicts, training issues, and negative interactions the appellant had with supervisors or other staff following her appointment to her position in May 2019, and nothing in the provided documents identifies any allegation that her termination was taken for pre-appointment reasons. PFR File, Tab 1 at 3-56.2 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Branch-Haines_Rosetta_H_AT-315H-20-0050-I-1__Final_Order.pdf
2024-05-10
null
AT-315H-20-0050-I-1
NP
1,496
https://www.mspb.gov/decisions/nonprecedential/Allen_MarimekkoAT-0714-18-0278-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARIMEKKO ALLEN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-0714-18-0278-I-1 DATE: May 10, 2024 THIS ORDER IS NONPRECEDENTIAL1 Wendell J. Echols , Esquire, Tuskegee, Alabama, for the appellant. Kimberly K. Ward , Decatur, Georgia, for the agency. BEFORE Cathy A. Harris, Vice Chairman Raymond A. Limon, Member REMAND ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed her removal. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the appeal to the Atlanta Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2The appellant was employed by the agency as a Certified Nursing Assistant with the Central Alabama Veterans Health Care System in Tuskegee, Alabama. Initial Appeal File (IAF), Tab 1 at 6, Tab 5 at 6. Her duties included providing nursing care for patients and residents, such as maintaining their personal hygiene, observing and reporting symptoms of distress, and performing complex treatment. IAF, Tab 5 at 75. After reports from coworkers that she, among other things, spoke harshly with patients, yelled at coworkers that she would not bathe patients alone, failed to properly bathe patients, failed to dress a patient as instructed, and was observed sleeping in unoccupied rooms while on duty, the agency opened an investigation into the appellant’s alleged misconduct. Id. at 17-52. ¶3As a result of the investigation, the agency proposed the appellant’s removal, pursuant 38 U.S.C. § 714, which codified the relevant provision of the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017, Pub. L. No. 115-41, § 202(a), 131 Stat. 862, 869-73 (VA Accountability Act or the Act). IAF, Tab 5 at 14. The proposal was based on four charges: (1) inappropriate conduct (five specifications); (2) loafing (two specifications); (3) patient neglect (one specification); and (4) failure to follow instructions (one specification).2 Id. at 14-15. The underlying conduct took place between March and June 2017. Id. The appellant replied to the proposed removal, but she sent her reply to an agency official other than the deciding official named in the proposal notice. IAF, Tab 1 at 22-25, Tab 5 at 15-16. On February 6, 2018, the deciding official issued a final decision finding that the charges were supported by substantial evidence and removing the appellant from Federal service. IAF, Tab 5 at 11. At the time she made her decision, the deciding official did not have 2 The notice of proposed removal appears to misnumber the charges, listing charges 1, 2, 4, and 5, and omitting a charge 3. IAF, Tab 5 at 15. This appears to be a typographical error, as the notice of proposed removal lists four charges. Id. at 14-15. 2 a copy of the appellant’s reply. IAF, Tab 13, Hearing Recording (HR) (testimony of the deciding official). ¶4The appellant filed the instant appeal with the Board, challenging the removal and raising as affirmative defenses reprisal for whistleblower and equal employment opportunity (EEO) activity, and harmful procedural error. IAF, Tab 1 at 1, Tab 12 at 2-3. After holding a hearing, the administrative judge issued an initial decision sustaining all the charges and specifications except for one specification of the inappropriate conduct charge. IAF, Tab 15, Initial Decision (ID) at 3-9. She also found that the appellant failed to prove any of her affirmative defenses, and she affirmed the removal action. ID at 9 -15. ¶5The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. She does not challenge the administrative judge’s findings regarding the charges; rather, she reasserts her affirmative defenses that her removal was the result of retaliation for whistleblower and EEO activity, and that the agency engaged in harmful procedural error. PFR File, Tab 1 at 3-4. She also argues on review that the agency failed to engage in settlement discussions, subjected her to a hostile work environment, and engaged in disparate treatment. Id. She asserts that the agency was required to consider progressive discipline under the parties’ collective bargaining agreement (CBA). Id. at 3. The agency has filed a response. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW We sustain the inappropriate conduct charge but do not sustain charges two, three, and four. ¶6As noted above and detailed in the notice of proposed removal, the underlying conduct of the four charges against the appellant took place between March and June 2017. IAF, Tab 5 at 14-15. Specifically, the instances of misconduct specified under charge one (inappropriate conduct) occurred on March 6, 2017; June 6, 2017; June 26, 2017; May 24, 2017; and June 14, 2017.3 Id. The misconduct underlying charge two (loafing) occurred on June 21 and 22, 2017. Id. at 15. The one incident of misconduct specified under charge three (patient neglect) occurred on June 22, 2017, and the misconduct specified under charge four (failure to follow instructions) happened on June 14, 2017. Id. After a thorough discussion of the alleged misconduct and the agency’s evidence in support thereof, the administrative judge sustained all the charges. ID at 3-9. ¶7Following the issuance of the initial decision in this appeal, the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) issued Sayers v. Department of Veterans Affairs , 954 F.3d 1370 (Fed. Cir. 2020). In Sayers, the court held that “[38 U.S.C.] § 714 does not apply to proceedings instituted based on conduct occurring before its enactment” on June 23, 2017. Harrington v. Department of Veterans Affairs , 981 F.3d 1356, 1357, 1359 (Fed. Cir. 2020) (citing Sayers, 954 F.3d at 1380-82 (finding that application of section 714 to events occurring prior to its enactment has “an impermissible retroactive effect”)). ¶8Here, all of the misconduct underlying charges two through four predate the VA Accountability Act’s June 23, 2017 enactment. Accordingly, these charges must be reversed. See Harrington, 981 F.3d at 1357, 1359 (vacating a 38 U.S.C. § 714 removal based on pre-enactment conduct); Sayers, 954 F.3d at 1372-73, 1382 (same). ¶9Turning to charge one (inappropriate conduct), the misconduct alleged in specifications one, two, four, and five also occurred prior to the enactment of the VA Accountability Act and, therefore, cannot be sustained.3 IAF, Tab 5 at 14; see Harrington , 981 F.3d at 1357, 1359; Sayers, 954 F.3d at 1372-73, 1382. However, the incident underlying specification three is alleged to have occurred on or about June 26, 2017, which postdates the Act. IAF, Tab 5 at 14. In Wilson v. Department of Veterans Affairs , 2022 MSPB 7, ¶¶ 30-33, the Board considered whether a charge can be sustained based solely on conduct that postdated the VA 3 Because we find that the first specification must be reversed on this basis, we need not address the administrative judge’s unchallenged determination that the agency failed to prove this specification on the merits. ID at 3. 4 Accountability Act when that charge includes misconduct that also occurred prior to the Act. It recognized that an error that affects one charge does not necessarily require vacating the remaining charges; rather, if the remaining unrelated charges are untainted by the error, they may be reviewed on the merits. Id., ¶ 30 (citing Boss v. Department of Homeland Security , 908 F.3d 1278, 1279, 1281-84 (Fed. Cir. 2018) (holding that an agency’s due process violation as to one charge did not require an arbitrator to vacate the two remaining charges that were not tainted by the due process violation and were based on “distinct facts”)). ¶10Here, the specification at issue alleged that, on or about June 26, 2017, a nursing assistant witnessed the appellant telling a veteran that he could not tell her what to do “because he’s been to prison,” or words to that effect. IAF, Tab 5 at 14. The misconduct alleged in the specification occurred on a single date after the enactment of the VA Accountability Act and does not depend on or encompass conduct that occurred on any other date. Id. Further, the veteran involved and the witness to the incident are not referenced elsewhere in the proposed removal notice. Id. at 14-15. We find that the misconduct is not so factually interrelated to other alleged misconduct in the charge that it cannot be fairly separated. See Boss, 908 F.3d at 1282-83 (declining to vacate a removal based on an error as to one of the three charges “[i]n the absence of evidence indicating that the procedural defect tainted the decision-making on the other charges, or circumstances where the charges are so factually interrelated that they cannot be fairly separated”). ¶11In the initial decision, the administrative judge credited the testimony of the nursing assistant who observed the appellant’s conduct. ID at 4. The administrative judge further stated that she “discerned no reason” why the nursing assistant would fabricate the event to harm the appellant. ID at 4-5. Additionally, the administrative judge explained that the appellant made the statement in front of another patient and that it was inappropriate to discuss that5 subject in that manner. ID at 5. Accordingly, she found that the agency met its burden with respect to this specification. ¶12When an administrative judge has held a hearing and has made credibility determinations that were, as is the case here, explicitly or implicitly based on witness demeanor, the Board must defer to those credibility determinations and may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). The appellant has not challenged the administrative judge’s credibility determination on review, or any of her findings relating to this specification, and we otherwise discern no “sufficiently sound” reason to disturb her credibility findings. As such, we defer to them here. See id. Further, we agree with the administrative judge that the appellant’s conduct was inappropriate, as it demonstrated disrespect towards a patient when the appellant’s position description specifically requires her to display courtesy in her contacts with patients. IAF, Tab 5 at 77. When more than one event or factual specification supports a single charge, proof of one or more, but not all, of the supporting specifications is sufficient to sustain the charge. Burroughs v. Department of the Army, 918 F.2d 170, 172 (Fed. Cir. 1990). Accordingly, we decline to disturb the administrative judge’s decision to sustain the specification, which is sufficient to sustain the charge. We remand this appeal for further adjudication consistent with Semenov v. Department of Veterans Affairs , 2023 MSPB 16. ¶13Although we ultimately sustain the charge of inappropriate conduct, remand is still necessary. As noted above, the deciding official applied the substantial evidence standard to her review of the removal action. IAF, Tab 5 at 11. After the initial decision in this case was issued, however, the Federal Circuit decided Rodriguez v. Department of Veterans Affairs , 8 F.4th 1290 (Fed. Cir. 2021). In Rodriguez, 8 F.4th at 1296-1301, the court found that the agency had erred by applying the substantial evidence standard of proof to its internal review of a6 disciplinary action under 38 U.S.C. § 714. The court found that substantial evidence is the standard of proof to be applied by the Board, not the agency, and that the agency’s deciding official must apply the preponderance of the evidence standard to “determine” whether the appellant’s “performance or misconduct . . . warrants” the action at issue. Semenov v. Department of Veterans Affairs, 2023 MSPB 16, ¶ 21 (quoting Rodriguez, 8 F4th at 1298-1301 (quoting 38 U.S.C. § 714(a)(1))); see Bryant v. Department of Veterans Affairs , 26 F.4th 1344, 1347 (Fed. Cir. 2022) (agreeing with a petitioner that the agency’s decision was “legally flawed” when the deciding official found the charge proved merely by substantial evidence rather than preponderant evidence, as required under Rodriguez). ¶14The Federal Circuit’s decision in Rodriguez applies to all pending cases, regardless of when the events at issue took place. Semenov, 2023 MSPB 16, ¶ 22. The administrative judge and the parties did not have the benefit of Rodriguez or the Board’s application of it in Semenov; therefore, we are unable to address its impact on this appeal. Accordingly, following the return of the appeal to the administrative judge after the agency issues its penalty redetermination, as addressed in greater detail below, the administrative judge shall adjudicate whether the agency’s application of the substantial evidence standard of proof was harmful error. See id., ¶¶ 22-24 (finding it appropriate to apply the harmful error standard from 5 U.S.C. § 7701(c)(2) to actions taken under 38 U.S.C. § 714). ¶15We must also remand this appeal on the issue of penalty. When addressing the penalty of removal, the administrative judge did not address whether the penalty of removal was reasonable, explaining only that, “[p]ursuant to 38 U.S.C. § 714(d)(2)(B), the Board may not mitigate the penalty selected by the agency.” ID at 14. Following the issuance of the initial decision, however, the Federal Circuit issued Connor v. Department of Veterans Affairs , 8 F.4th 1319, 1326-27 (Fed. Cir. 2021), wherein it found that the agency and the Board must still apply7 the Douglas4 factors to the selection and review of penalties in disciplinary actions taken under 38 U.S.C. § 714. See Semenov, 2023 MSPB 16, ¶ 49. The Board’s review of the penalty to determine if it is supported by substantial evidence is part of its overall review of the agency’s adverse action. Connor, 8 F.4th at 1326. Indeed, the Board’s “longstanding” practice of reviewing the penalty in adverse actions appeals “avoids absurd, unconstitutional results” such as a removal over the “theft of a paperclip.” Sayers, 954 F.3d at 1378. ¶16Although the deciding official appears to have vaguely considered some of the Douglas factors in the decision notice, IAF, Tab 5 at 11, we need not determine whether such consideration is sufficient under Connor and Semenov because the agency has not otherwise shown by substantial evidence that the penalty of removal is within the tolerable limits of reasonableness for the sustained conduct. When, as here, not all the charges are sustained, the Board will consider carefully whether the sustained charges merit the penalty imposed by the agency. Suggs v. Department of Veterans Affairs , 113 M.S.P.R. 671, ¶ 6 (2010), aff’d per curiam , 415 F. App’x 240 (Fed. Cir. 2011). Here, we have sustained only one of the four charges, and the sole sustained charge is based on a single specification. Notably, in the decision notice, the deciding official emphasized the repeated nature of the appellant’s misconduct, and she considered the “several incidents” that support the charged misconduct. IAF, Tab 5 at 11. Given that there is no additional evidence in the record justifying the penalty of removal in light of the one sustained charge, we find that the agency failed to prove by substantial evidence that its penalty was within the limits of reasonableness. See Tyron v. U.S. Postal Service , 108 M.S.P.R. 148, ¶¶ 7, 9 (2008) (concluding that the penalty of removal for one instance of hugging a customer exceeded the bounds of reasonableness); Smith v. Department of the Air Force, 48 M.S.P.R. 594, 596-600 (1991) (concluding that a 90-day suspension 4 In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), the Board articulated a nonexhaustive list of factors relevant to the penalty determination in adverse actions. 8 was the maximum reasonable penalty for an appellant’s refusal, for 45 minutes, of a security police officer’s order to move her car, and her subsequent refusal of the same officer’s order produce her driver’s license and remain in the agency’s parking lot to receive a parking citation). However, because the Board cannot mitigate the penalty in actions taken pursuant to 38 U.S.C. § 714, see 38 U.S.C. § 714(d)(2)(B), the administrative judge must remand the appellant’s removal to the agency “for a redetermination of the penalty,” see Connor, 8 F.4th at 1326-27; Semenov, 2023 MSPB 16, ¶¶ 49-50. On remand, the administrative judge should also reconsider the appellant’s whistleblower reprisal affirmative defense. ¶17As noted above, the appellant raised an affirmative defense of, among other things, whistleblower reprisal. IAF, Tab 11 at 3-4, Tab 12 at 2. In order to prevail on this defense, the appellant must prove by preponderant evidence that she made a protected disclosure under 5 U.S.C. § 2302(b)(8) or engaged in protected activity under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and that the disclosure or activity was a contributing factor in the agency’s action. 5 U.S.C. § 1221(e)(1); Covington v. Department of the Interior , 2023 MSPB 5, ¶ 15. ¶18Below, the appellant alleged that she made three protected disclosures relating to the alleged stealing of time by not entering leave, nepotism, and coworkers’ relationships with patients, and that the agency removed her in reprisal for those disclosures. IAF, Tab 11 at 3-4, Tab 12 at 2. In the initial decision, the administrative judge declined to determine whether the disclosures were protected under 5 U.S.C. § 2302(b)(8) because she found that the appellant failed to prove that they were a contributing factor in her removal. ID at 12. The administrative judge relied exclusively on the knowledge/timing test, by which an appellant can establish the contributing factor element by showing that the official taking the personnel action knew of the disclosure or activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or activity was a contributing factor in the9 personnel action. ID at 11-12; see Covington, 2023 MSPB 5, ¶ 43. She found that because there was no evidence that either the proposing or deciding official were aware of the appellant’s alleged disclosures, the appellant failed to establish this affirmative defense. ID at 12. ¶19On review, the appellant does not appear to directly challenge the administrative judge’s findings.5 PFR File, Tab 1 at 4. Nonetheless, in light of our decision to remand this appeal, we find it appropriate to revisit the appellant’s whistleblower reprisal claim. The respondent in a corrective action appeal is the agency, not its individual officials; therefore, a lack of actual knowledge by a single official is not dispositive to the issue of contributing factor. Karnes v. Department of Justice , 2023 MSPB 12, ¶ 20. Rather, contributing factor can be established by a showing that an individual with actual or constructive knowledge of the disclosure influenced the official taking the action. Id. The appellant has not alleged or proven any such facts here, and therefore, we discern no basis for a finding of constructive knowledge. ¶20In any event, the knowledge/timing test is not the only way for an appellant to satisfy the contributing factor element. Rather, when an appellant fails to meet this test, the Board will consider other evidence such as evidence pertaining to the strength or weakness of the agency’s reason for taking the personnel action, 5 In the petition for review, the appellant reiterates her three disclosures. PFR File, Tab 1 at 4. She asserts that after she made them, she was also subjected to a hostile work environment. Id. While not entirely clear, it appears that the appellant may be reasserting her claim, from below, that she disclosed to the investigative board that she was subjected to “[h]arrassment, bullying, and threats.” IAF, Tab 11 at 4. If she is, we agree with the administrative judge that this disclosure was not protected. IAF, Tab 12 at 2. The only information the appellant claimed to have specifically disclosed to the investigative board was her conclusion that she was harassed. IAF, Tab 11 at 3-4, 36. Disclosures of harassment may be protected. Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶ 13 (2015). However, her general suggestion of a hostile work environment is too vague and conclusory to constitute a protected disclosure. See Lewis v. Department of Defense , 123 M.S.P.R. 255, ¶ 12 (2016) (determining that vague and conclusory allegations of a hostile work environment and mismanagement are insufficient to merit a finding of Board jurisdiction over an individual right of action appeal). 10 whether the whistleblowing was personally directed at the proposing or deciding official, and whether these individuals had a desire or motive to retaliate against the appellant. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 15 (2012). Thus, on remand, the administrative judge should consider whether the appellant established the contributing factor element apart from the knowledge/timing test, and if so, whether the alleged disclosures were protected under 5 U.S.C. § 2302(b)(8). We discern no basis to disturb the administrative judge’s findings regarding the appellant’s remaining affirmative defenses. ¶21As noted, the appellant also asserted below that the agency retaliated against her because of her EEO activity and committed harmful error when the deciding official did not review her response to the notice of proposed removal. IAF, Tab 8 at 2, Tab 9 at 3, Tab 12 at 3. The administrative judge found that the appellant failed to establish either affirmative defense. ID at 12 -14. ¶22As to the harmful error argument, we agree with the administrative judge’s finding that the appellant failed to prove this claim because the record demonstrates that it was the appellant’s own actions that resulted in the deciding official not reviewing her response to the notice of proposed removal.6 ID 6 The appellant’s allegation that the deciding official did not consider her response to the notice of proposed removal also implicates due process concerns as it relates to her meaningful opportunity to respond to the charges against her. See Cleveland Board of Education v. Loudermill , 470 U.S. 532, 546 (1985). The Board has held that an employee cannot be said to have had a meaningful opportunity to present her side of the story and to invoke the discretion of the deciding official if the deciding official did not read the employee’s written response to the proposal notice before issuing a decision. Hodges v. U.S. Postal Service , 118 M.S.P.R. 591, ¶ 6 (2012). Here, however, the deciding official’s failure to consider the appellant’s reply is directly derived from the appellant’s failure to submit it to her and her decision to, instead, submit it to the agency official responsible for considering step 3 grievances. IAF, Tab 14; PFR File, Tab 1 at 3. The appellant’s decision to rely on a memorandum to submit her reply to an agency employee other than the one explicitly named in the proposal notice does not negate the agency’s effort to provide her with the opportunity to reply. Further, even if due process required the agency to ensure that the appellant’s reply was eventually forwarded to the deciding official for consideration, the appellant submitted her reply on the due date, and the removal decision was issued 8 business days later, leaving the11 at 13-14; HR (testimony of the appellant). With respect to the appellant’s EEO reprisal claim, the administrative judge discussed both the motivating factor standard, citing to Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 41 (2015), overruled in part on other grounds by Pridgen v. Office of Management and Budget, 2022 MSPB 31, and the standard applied by the Board for general reprisal claims, citing to Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986). ID at 12-13. Ultimately, she found that the appellant did not provide evidence that her EEO activity was a motivating factor in the decision to remove her, and that she, therefore, did not show that her removal “was the consequence of illegal retaliation.” ID at 13. ¶23When an appellant alleges reprisal based on EEO activity, the Title VII standard applies, not the Warren standard. Pridgen, 2022 MSPB 31, ¶¶ 30-32. Although the administrative judge discussed the Warren standard in the initial decision, she nonetheless appropriately found that the appellant failed to prove that her EEO activity was a motivating factor in her removal, as required under Title VII. See Pridgen, 2022 MSPB 31, ¶¶ 20-22, 30. We discern no basis to disturb this finding. ORDER ¶24For the reasons discussed above, we remand this case to the Atlanta Regional Office for further adjudication in accordance with Semenov, 2023 MSPB 16, and this Remand Order. On remand, the administrative judge shall first set a deadline for the agency to conduct the penalty redetermination, reissue an agency decision, and notify the administrative judge of that decision. ¶25After the agency provides the administrative judge with the penalty redetermination, the administrative judge shall then address whether the agency’s agency with little time to fulfill such obligation. IAF, Tab 5 at 11, 16. Moreover, the appellant has not proven, or even alleged, that the deciding official knew or should have been aware that the appellant had submitted a reply to another agency employee. Based on the foregoing, we find that the agency met its due process requirement to provide the appellant with a meaningful opportunity to reply.12 error in applying the substantial evidence standard of proof to its original action was harmful, see 5 U.S.C. § 7701(c)(2)(A); Semenov, 2023 MSPB 16, ¶¶ 21-24, and whether its new penalty is supported by substantial evidence, Connor, 8 F.4th at 1325-36. In so doing, the administrative judge shall provide the parties with an opportunity to present evidence and argument addressing these issues.7 ¶26The administrative judge shall then issue a new initial decision including her findings on whether the agency committed harmful error in applying the substantial evidence standard of proof to its action and, if not, whether the new penalty is supported by substantial evidence. See 5 U.S.C. § 7701(a)(1), (b)(1); Sayers, 954 F.3d at 1376-77; Semenov, 2023 MSPB 16, ¶¶ 24-25 . Regardless of whether the appellant proves harmful error in the agency’s application of the substantial evidence standard of proof in its decision, if any argument or evidence adduced on remand affects the administrative judge’s prior analysis on the appellant’s affirmative defenses of EEO reprisal and harmful error for failing to consider her reply to the agency’s notice of proposed removal, she should address such argument or evidence in the remand initial decision. See Semenov, 2023 MSPB 16, ¶ 25. The remand initial decision should also include additional analysis of the appellant’s whistleblower reprisal affirmative defense, as set forth 7 The administrative judge shall hold a hearing limited to the issues on remand if one is requested by the appellant. 5 U.S.C. § 7701(a)(1), (b)(1); see Semenov, 2022 MSPB 16, ¶ 24 (instructing an administrative judge to hold a supplemental hearing addressing whether the agency’s use of the substantial evidence standard in a 38 U.S.C. § 714 removal decision constituted harmful error).13 above. When issuing a new initial decision on these matters, the administrative judge may incorporate the findings and conclusions of the prior initial decision, consistent with this Remand Order, into that new initial decision. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.14
Allen_MarimekkoAT-0714-18-0278-I-1__Remand_Order.pdf
2024-05-10
MARIMEKKO ALLEN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-0714-18-0278-I-1, May 10, 2024
AT-0714-18-0278-I-1
NP
1,497
https://www.mspb.gov/decisions/nonprecedential/DeVane_Yolanda_B_NY-0752-18-0202-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD YOLANDA BELLE DEVANE, Appellant, v. DEPARTMENT OF THE TREASURY, Agency.DOCKET NUMBER NY-0752-18-0202-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christine Burns , Holtsville, New York, for the appellant. Alison Stump , Esquire, New York, New York, for the agency. Byron D. Smalley , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained her removal. On petition for review, the appellant argues that she did not know she had done anything wrong when she claimed unemployment benefits for weeks during which she was in a pay status with the agency. She reiterates 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). her argument that she did not intend to take the money for personal gain because she needed it to commute to work on public transportation. The appellant also reiterates her argument that she was disparately punished and, for the first time on review, asserts that the reason for her disparate punishment is race discrimination.2 Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most 2 During the pendency of the petition for review, the Board issued Singh v. U.S. Postal Service, 2022 MSPB 15, ¶ 9, in which it overruled some of the precedent upon which the administrative judge relied in analyzing the consistency of the penalty. Nevertheless, we find that Singh does not warrant a different outcome in this appeal. 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation3 for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file4 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
DeVane_Yolanda_B_NY-0752-18-0202-I-1__Final_Order.pdf
2024-05-10
YOLANDA BELLE DEVANE v. DEPARTMENT OF THE TREASURY, MSPB Docket No. NY-0752-18-0202-I-1, May 10, 2024
NY-0752-18-0202-I-1
NP
1,498
https://www.mspb.gov/decisions/nonprecedential/Adoue_RayneDC-0752-19-0154-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RAYNE ADOUE, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-0752-19-0154-I-1 DATE: May 10, 2024 THIS ORDER IS NONPRECEDENTIAL1 Rayne Adoue , Bourg, Louisiana, pro se. Misty Addison , APO, APO/FPO Europe, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal with prejudice for failure to prosecute. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the Washington Regional Office for further adjudication in accordance with this Remand Order. 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND By letter of decision dated October 25, 2018, the Department of the Army removed the appellant from her Nurse position at the Landstuhl Regional Medical Center in Landstuhl, Germany. Initial Appeal File (IAF), Tab 1 at 12-15; Tab 6 at 10. She appealed her removal to the Board and elected to register as an e-filer. IAF, Tab 1 at 2, 5. The administrative judge arranged a telephonic status conference for December 20, 2018. IAF, Tab 3. The appellant failed to appear for the conference. Accordingly, the administrative judge ordered the appellant to show cause as to why she failed to appear. IAF, Tab 9. He set a deadline to respond of January 3, 2019, and informed the appellant that if she failed to respond, sanctions may be imposed. Id. Due to the partial Government shutdown of 2018-19, the administrative judge extended the deadline to respond until February 6, 2019. IAF, Tab 10. One day before the deadline to respond, on February 5, 2019, the appellant withdrew her registration as an e-filer and updated her address from one in Germany to one in Baton Rouge, Louisiana. IAF, Tab 11 at 2. However, the appellant did not respond to the order to show cause. Thus, on February 7, 2019, the administrative judge ordered the appellant again to show cause as to why she failed to appear for the telephonic status conference and respond to the first order to show cause. IAF, Tab 12. This time, he warned the appellant that if she failed to respond her appeal would be dismissed with prejudice for failure to prosecute. Id. at 1-2. This second show cause order was mailed to the appellant’s old address in Germany. Id. at 3. The appellant again did not respond. On February 27, 2019, the administrative judge issued an initial decision dismissing the appeal for failure to prosecute. IAF, Tab 13, Initial Decision (ID) at 1. He found that by failing to respond to his orders, the appellant had not exercised basic due diligence and thus had abandoned her appeal. ID at 2. He further found that the imposition of sanctions was warranted to serve the interests of justice. Id. He informed the appellant that the initial decision would become2 final on April 3, 2019, unless she filed a petition for review by that date. ID at 3. Like the second show cause order, the initial decision was mailed to the appellant’s old address in Germany. IAF, Tab 14. On April 7, 2019, the appellant re-registered as an e-filer. IAF, Tab 15 at 2. On May 1, 2019, she filed a petition for review. Petition for Review (PFR) File, Tab 1 at 1, 123. In an acknowledgment letter, the Acting Clerk of the Board informed the appellant that her petition was untimely, as it was not postmarked or received by April 3, 2019, and that she must submit a motion to accept the filing as timely and/or waive the time limit for good cause. The Board set the deadline to file said motion as May 18, 2019. PFR File, Tab 2 at 1-2. On May 16, 2019, the appellant filed a motion to accept her filing as timely and/or to waive the time limit. PFR File, Tab 4 at 4. She asserts, under penalty of perjury, that because the second show cause order and the initial decision were served on her old address in Germany, she did not receive notice of them until April 7, 2019, the date she re-registered as an e-filer. Id. at 3-5, 15. According to the appellant, it was only then that she was able to access all of the records submitted in the appeal. Id. at 5. She also claims, in the alternative, that there is good cause for the waiver of the filing deadline due to extenuating personal circumstances. Id. at 6. These circumstances include her alcoholism, moving from Germany to the United States, finding tenants and a property manager for her home in Germany, and having general difficulties with the e -Appeal system. Id. at 9-13. The agency has responded to the appellant’s petition for review. PFR File, Tab 5. In its response, the agency concedes that the appellant did not timely receive the second show cause order or the initial decision. Id. at 6. Despite this, the agency argues that the appellant nonetheless failed to show good cause for her failure to appear at the telephonic status conference or respond to the first show cause order. Id. at 7. The appellant has replied to the agency’s response. PFR File, Tab 6. 3 DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s petition for review is timely under 5 C.F.R. § 1201.114(e). In her sworn affidavit, the appellant contends that she did not receive the initial decision until more than 5 days after the date of its issuance because the regional office sent it to her old address despite the fact that she terminated her e-filer status and notified the administrative judge of her new address. PFR File, Tab 4 at 17-18. The record supports the appellant’s explanation. On February 5, 2019, the appellant terminated her e-filer status and advised the administrative judge that her address had changed and listed her new address. IAF, Tab 11 at 2. Nevertheless, the initial decision, which was issued on February 27, 2019, was sent to the appellant’s old address. IAF, Tab 14. Under 5 C.F.R. § 1201.114(e), when a party has shown that the initial decision was received more than 5 days after the date of its issuance, a petition for review will be considered timely if it is filed within 30 days of the date the initial decision was received. Buniff v. Department of Agriculture , 79 M.S.P.R. 118, ¶ 6 (1998). Here, the appellant re-registered as an e-filer and thus gained access to the initial decision on April 7, 2019, which is more than 5 days after the initial decision’s issuance. IAF, Tab 15 at 2. Because the appellant filed her petition for review on May 1, 2019, which was within 30 days from the date she received the initial decision, we find that her petition was timely filed. The extreme sanction of dismissal with prejudice for failure to prosecute is not warranted. Dismissal for failure to prosecute is an extreme sanction that may be imposed if a party fails to prosecute or defend an appeal. Chandler v. Department of the Navy , 87 M.S.P.R. 369, ¶ 6 (2000); 5 C.F.R. § 1201.43(b). The imposition of such a severe sanction, however, must be used only when necessary to serve the ends of justice, such as when a party has failed to exercise basic due diligence in complying with an order or has exhibited negligence or bad faith in her efforts to comply. Chandler, 87 M.S.P.R. 369, ¶ 6.4 The administrative judge here found that the appellant failed to comply with the Board’s order to appear for a telephonic status conference and failed to respond to both subsequent show cause orders. ID at 2. However, like the initial decision discussed above, the second show cause order, issued on February 7, 2019, was mailed to the appellant’s old address. IAF, Tab 12 at 3. This is despite the fact that 2 days prior the appellant had terminated her e-filer status and advised the administrative judge that her address had changed and listed her new address. IAF, Tab 11 at 2. Accordingly, we find that the appellant was not properly served the second show cause order.2 Thus, the appellant’s failure to comply only applies to the telephonic status conference and the first show cause order. Her failures here do not support the extreme sanction of dismissal for failure to prosecute. The Board has declined to affirm a dismissal for failure to prosecute when, as here, the appellant failed to obey two Board orders and the administrative judge did not specifically warn her of his intent to dismiss the appeal for failure to prosecute. Wiggins v. Department of the Air Force , 113 M.S.P.R. 443, ¶¶ 13-14 (2010); Tully v. Department of Justice , 95 M.S.P.R. 481, ¶ 12 (2004) (finding dismissal for failure to prosecute too severe when the appellant twice failed to file prehearing submissions and failed to appear at a status conference). The administrative judge here never specifically warned the appellant that he intended to dismiss the appeal for lack of prosecution, but rather generally warned the appellant that “sanctions may be imposed” if she failed to respond.3 IAF, Tab 9 at 1. The fact that the administrative judge issued a second show cause order further demonstrates that the appellant’s failure to respond to the first show cause order was insufficient to warrant the extreme sanction of dismissal for 2 The agency here concedes that neither the initial decision nor the second show cause order were timely received. PFR File, Tab 5 at 6. 3 While the administrative judge’s second show cause order specifically informed the appellant that the appeal would be dismissed with prejudice if she failed to respond, this order was not properly served on the appellant. Supra p. 5.5 failure to prosecute. Under these circumstances, we find that the sanction of dismissal for failure to prosecute is too severe. Because we find the petition for review was timely filed and that dismissal was unwarranted, we do not reach the appellant’s arguments related to the reasons for her alleged delay and failure to respond. PFR File, Tab 1 at 9, Tab 4 at 6-13. ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication in accordance with this remand order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Adoue_RayneDC-0752-19-0154-I-1__Remand_Order.pdf
2024-05-10
RAYNE ADOUE v. DEPARTMENT OF THE ARMY, MSPB Docket No. DC-0752-19-0154-I-1, May 10, 2024
DC-0752-19-0154-I-1
NP
1,499
https://www.mspb.gov/decisions/nonprecedential/Johnson_Michael_T_DC-0752-18-0791-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL T. JOHNSON, Appellant, v. DEPARTMENT OF STATE, Agency.DOCKET NUMBER DC-0752-18-0791-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael T. Johnson , Washington, D.C., pro se. Trent Buatte , Esquire, Marianne Perciaccante , and Camille V’Estres , Washington, D.C., for the agency. Moustapha Goumballa , Rockville, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his constructive removal appeal for lack of jurisdiction. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND Effective August 20, 2018, the agency indefinitely suspended the appellant from his Information Technology Specialist position. Initial Appeal File (IAF), Tab 12 at 197. He retired from Federal civilian service effective August 21, 2018. IAF, Tab 12 at 191, Tab 14 at 8. Thereafter, he filed a Board appeal raising an involuntary retirement claim, and he requested a hearing. IAF, Tab 1 at 1-5, Tab 10 at 7. On December 17, 2018, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction without holding the requested hearing. IAF, Tab 19, Initial Decision (ID) at 1 & n.1, 11-12. On August 30, 2019, the appellant filed a two-sentence petition for review arguing that his case was “adversely affected” by the Government shutdown and that he never received any information concerning his appeal rights or how the shutdown or the Board’s lack of a quorum affected those rights. Petition for Review (PFR) File, Tab 1 at 3. The agency filed a response. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The appellant has failed to show good cause for the 6-month delay in filing his petition for review. Generally, a petition for review must be filed within 35 days after the issuance of the initial decision, or, if the petitioner shows that he received the initial decision more than 5 days after the date of issuance, within 30 days after the date he received the initial decision. 5 C.F.R. § 1201.114(e). Here, the administrative judge informed the appellant that the initial decision would become the Board’s final decision on January 21, 2019, unless a petition for review was filed by that date. ID at 12. She further informed him that, if he received the initial decision more than 5 days after the date of issuance, he could file a petition for review within 30 days after the date of receipt. Id. The certificate of service reflects that, on December 17, 2018, the initial decision was served electronically by email on the appellant, who had registered as an e-filer. IAF, Tab 1 at 2, Tab 20; see 5 C.F.R. § 1201.14(e)(1) (2019)2 (providing that registration as an e-filer constitutes consent to accept electronic service of documents issued by the Board). Thus, we find that the appellant received the initial decision on the same date it was issued on December 17, 2018. ID at 1; IAF, Tab 20; see 5 C.F.R. § 1201.14(m)(2) (2019) (providing that Board documents served electronically on registered e-filers are deemed received on the date of electronic submission). Because the 35th day after December 17, 2018, fell on Monday, January 21, 2019, which was a Federal holiday,2 the original deadline for filing a petition for review was Tuesday, January 22, 2019. See 5 C.F.R. §§ 1201.23, 1201.114(e). However, as explained in the Office of the Clerk of the Board’s September 4, 2019 letter acknowledging the appellant’s petition for review, the Board ceased operations from December 22, 2018, through January 25, 2019, due to the partial shutdown of the Federal Government. PFR File, Tab 2 at 1-2. The Board issued a press release on December 21, 2018, notifying the public that all filing and processing deadlines would be extended by the number of calendar days that the Board was shut down. Press Release, U.S. Merit Systems Protection Board, Status of the U.S. Merit Systems Protection Board During a Partial Government Shutdown (Dec. 21, 2018), https:// www.mspb.gov/publicaffairs/press_releases/Status_of_the_MSPB_During_a_Part ial_Government_Shutdown_1580906.pdf (last visited May 9, 2024). Because the Board was shut down for 35 calendar days, the original January 22, 2019 deadline for filing a petition for review was extended by 35 days to February 26, 2019. Therefore, we find that the appellant’s August 30, 2019 petition for review was untimely filed by over 6 months.3 PFR File, Tab 1. 2 We take official notice that January 21, 2019 was a Federal holiday. See 5 C.F.R. § 1201.64 (providing that the Board may take official notice of matters of common knowledge or matters that can be verified). 3 The Office of the Clerk of the Board docketed the appellant’s pleading that was electronically filed with the Board’s Washington Regional Office on August 30, 2019, as a petition for review. PFR File, Tab 1, Tab 2 at 1. Thus, we find that the filing date of the appellant’s petition for review is the August 30, 2019 date of electronic3 The Board may waive the time limit for filing a petition for review upon a showing of good cause for the untimely filing. 5 C.F.R. § 1201.114(g). To establish good cause, the appellant must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Moorman v. Department of the Army , 68 M.S.P.R. 60, 62-63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). As discussed above, the appellant argued in his brief petition for review that his case was “adversely affected” by the Government shutdown “for over two months and counting.” PFR File, Tab 1 at 3. He further claimed that he never received any information concerning his appeal rights or how the shutdown or lack of a quorum affected those rights. Id. In its acknowledgment letter, the Office of the Clerk of the Board informed the appellant that his petition for review appeared to be untimely filed and that he could file a motion (including a statement signed under penalty of perjury or an affidavit) with the Board to accept his filing as timely or to waive the time limit for good cause. PFR File, Tab 2 at 2. The appellant has not filed any additional argument or evidence concerning the timeliness of his petition for review. Although the appellant’s pro se status weighs in favor of finding good cause, we find that this factor is outweighed by the remaining Moorman factors. See Allen v. Office of Personnel Management , 97 M.S.P.R. 665, ¶¶ 8, 10 (2004) submission. See 5 C.F.R. § 1201.4( l) (providing that the date of filing by e-filing is the date of electronic submission).4 (finding that, although the appellant’s pro se status was a factor weighing in his favor, it was insufficient to excuse his unexplained, 14-day filing delay). In particular, we find that the length of the appellant’s 6-month filing delay is significant. See Summerset v. Department of the Navy , 100 M.S.P.R. 292, ¶ 7 (2005) (finding a 33-day filing delay significant). We further find unreasonable the appellant’s arguments that he was adversely affected by the Government shutdown and that he did not receive information about his appeal rights or how the shutdown or lack of a quorum affected those rights. PFR File, Tab 1 at 3. The initial decision contained clear notice of his appeal rights, the relevant time limits, and how the Board’s lack of a quorum rendered the Board unable to issue decisions on petitions for review until a quorum was restored. ID at 12-19. The initial decision further explained that the lack of a quorum did not serve to extend the time limit for filing a petition for review. ID at 13. Moreover, as discussed above, the Board issued a press release on December 21, 2018, notifying the public that all filing and processing deadlines would be extended by the number of calendar days that the Board was shut down. Press Release, U.S. Merit Systems Protection Board, Status of the U.S. Merit Systems Protection Board During a Partial Government Shutdown (Dec. 21, 2018), https://www.mspb.gov/publicaffairs/press_releases/Status_of_the_MSPB_During _a_Partial_Government_Shutdown_1580906.pdf (last visited May 9, 2024). Considering the significant length of the filing delay, that the appellant does not dispute receiving the initial decision, and that the press release was available on the Board’s website, we find that he has failed to show that he exercised due diligence or ordinary prudence in pursuing his appeal rights.4 In addition, the appellant has not presented any evidence of circumstances beyond his control or 4 As explained above, the original deadline for filing a petition for review was January 22, 2019. Although the initial decision incorrectly stated that the initial decision would become final on January 21, 2019, unless a petition for review was filed by that date, we find that this relatively minor error does not provide a reasonable excuse for the appellant’s 6-month untimely filing. ID at 12.5 of unavoidable casualty or misfortune that prevented him from timely filing a petition for review. Therefore, under the particular circumstances of the case, we find that the appellant has failed to establish good cause for his untimely filing. See, e.g., Carrasquillo v. Department of Agriculture , 98 M.S.P.R. 83, ¶¶ 2, 5-6 (2004) (dismissing the appellant’s petition for review as untimely filed by 2 weeks in an involuntary retirement appeal). Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the Board’s lack of jurisdiction over the appellant’s constructive removal appeal. NOTICE OF APPEAL RIGHTS You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 6 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you7 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 8 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction .5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510.9 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Johnson_Michael_T_DC-0752-18-0791-I-1__Final_Order.pdf
2024-05-10
MICHAEL T. JOHNSON v. DEPARTMENT OF STATE, MSPB Docket No. DC-0752-18-0791-I-1, May 10, 2024
DC-0752-18-0791-I-1
NP