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https://www.mspb.gov/decisions/nonprecedential/Hartzler_Tammy_D_DC-1221-22-0592-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TAMMY HARTZLER, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-1221-22-0592-W-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tammy D. Hartzler , Nokesville, Virginia, pro se. David Myers , 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 her individual right of action appeal as untimely filed. On petition for review, the appellant argues, among other things, that her August 8, 2022 appeal was timely because the March 30, 2022 closure letters from the Office of Special Counsel went to her “spam” email folder, and she did not discover them until 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions.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). early June. She also realleges that, once she read the letters, she made multiple attempts to file her appeal but had difficulty with the Board’s e-Appeal Online system. 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). ¶2To the extent that the appellant alleges on petition for review that the agency and the administrative judge engaged in improper activities that caused her to receive pleadings and issuances in an untimely manner, PFR File, Tab 1 at 2, the record shows that the appellant was not a registered e-filer at the relevant time, so the fact that she may have received appeal-related communications by mail later than the opposing party, which is a registered e -filer, does not demonstrate impropriety by the administrative judge or the agency. Furthermore, the appellant has not shown how she was harmed by her later receipt of pleadings and documents as the administrative judge granted her an extension of time to 2 The agency cites Board initial decisions in its response to the appellant’s petition for review. Such decisions are of no precedential value and therefore are not binding on the Board. Harris v. Department of the Navy , 15 M.S.P.R. 464, 467 n.4 (1983). To the extent that the agency cites nonprecedential Board decisions, such decisions likewise have no precedential value. 5 C.F.R. § 1201.117(c)(2).2 respond to the show cause order regarding the timeliness of her appeal. Initial Appeal File, Tab 9. 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
Hartzler_Tammy_D_DC-1221-22-0592-W-1__Final_Order.pdf
2024-05-10
TAMMY HARTZLER v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DC-1221-22-0592-W-1, May 10, 2024
DC-1221-22-0592-W-1
NP
1,501
https://www.mspb.gov/decisions/nonprecedential/Bearden_GeorgeDC-0752-19-0393-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GEORGE BEARDEN, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-0752-19-0393-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Bobby Devadoss , Esquire, Christopher Forasiepi , and Tyler J. Sroufe , Esquire, Dallas, Texas, for the appellant. Henry J. Brezillac , 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 sustained the agency’s removal action. On petition for review, the appellant argues that the administrative judge incorrectly found that he failed to prove his due process affirmative defense and that the agency’s witnesses were not truthful. 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 (PFR) File, Tab 1 at 6. 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 provide the correct causation standard for the appellant’s disparate treatment disability discrimination claim, we AFFIRM the initial decision. The administrative judge correctly found that the agency proved all five of its charges against the appellant by preponderant evidence, that the appellant failed to establish his affirmative defenses of an alleged due process violation, race and disability discrimination, and reprisal for prior equal employment opportunity activity, and that the agency’s chosen penalty of removal promoted the efficiency of the service and was reasonable. Initial Appeal File (IAF), Tab 34, Initial Decision (ID) at 3-53. The appellant’s argument on review that the administrative judge incorrectly denied his due process claim concerning his deleted email account is without merit. PFR File, Tab 1 at 6. He has failed to show that he was denied a meaningful opportunity to respond to the charges, as he provided the deciding official with a substantive 41-page written response. IAF, Tab 7 at 58-90. Moreover, it is undisputed that the agency ultimately provided him with his emails after restoring his account and that he had the2 opportunity to present any evidence disputing the charges to the Board. He failed to do so. Additionally, in the initial decision, the administrative judge analyzed the appellant’s status-based disability discrimination claim as set forth in Southerland v. Department  of Defense, 119 M.S.P.R. 566, ¶ 23 (2013), and found that the appellant failed to present preponderant evidence that the agency’s action was “based on discrimination due to a disability.” ID at 43. However, following the issuance of the initial decision, the Board issued its decision in Pridgen  v. Office  of Management  and Budget, 2022 MSPB 31, wherein we found that, for an appellant to establish a status-based disability discrimination claim, he must prove that his disability was at least a motivating factor in the personnel action. Id., ¶ 40. We agree with the administrative judge’s assessment of the evidence below, ID at 43, and further add that the proposing official testified that the appellant’s disability played no role in his decision to propose the removal action, nor did he discuss the appellant’s disability with the deciding official. IAF, Tab 30, Hearing Compact Disc (HCD) Day 1 (testimony of the proposing official). The deciding official testified similarly, stating that although she was aware of the appellant’s medical conditions, she believed that his assertion that his disability was the source of his misconduct was “speculation” and that she did not consider his disability in issuing her decision. IAF, Tab 31, HCD Day 2 (testimony of the deciding official). Based on the foregoing, we modify the initial decision to find that the appellant failed to prove that his disability was at least a motivating factor in his removal. 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 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 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 particular4 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 . 5 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 court of appeals of6 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
Bearden_GeorgeDC-0752-19-0393-I-1__Final_Order.pdf
2024-05-10
GEORGE BEARDEN v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DC-0752-19-0393-I-1, May 10, 2024
DC-0752-19-0393-I-1
NP
1,502
https://www.mspb.gov/decisions/nonprecedential/Wolfe_DezaraAT-0351-19-0283-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DEZARA WOLFE, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER AT-0351-19-0283-I-1 DATE: May 10, 2024 THIS ORDER IS NONPRECEDENTIAL1 Kim Carpenter , Esquire, Sylva, North Carolina, for the appellant. Julie A. Sammons , Esquire, 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 dismissed as untimely filed her appeal of her separation through reduction in force (RIF) procedures. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, FIND the appeal 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). was timely filed, and REMAND the appeal to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND Effective December 13, 2018, the agency separated the appellant from her Diagnostic Radiologic Technologist position with the Indian Health Service through RIF procedures. Initial Appeal File (IAF), Tab 1 at 11-13. On February 17, 2019, the appellant filed her appeal and requested a hearing. Id. at 1-2. The administrative judge subsequently issued a timeliness order informing the appellant that her appeal appeared to be untimely and directed her to file evidence and argument to prove either that her appeal was timely filed or that good cause existed for her untimely filing. IAF, Tab 11. The appellant did not respond to the timeliness order. In an initial decision, the administrative judge dismissed the appeal as untimely filed. IAF, Tab 14, Initial Decision (ID) at 1, 3. The administrative judge found that the appellant had not presented any reason for her delay in filing and that she had failed to exercise due diligence. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response in opposition. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW Generally, an appeal must be filed with the Board no later than 30 days after the effective date of the agency’s action, or 30 days after the date of the appellant’s receipt of the agency’s decision, whichever is later. 5 C.F.R. § 1201.22(b)(1). An appellant bears the burden of proof by a preponderance of the evidence on the issue of timeliness. 5 C.F.R. § 1201.56(b)(2)(i)(B). Under the Board’s regulations, the appellant was required to file her RIF appeal on or before January 14, 2019, or 30 days after the effective date of her RIF.2 2 Because the filing deadline fell on January 12, 2019, a Saturday, it is extended until January 14, 2019. 5 C.F.R. § 1201.23. The administrative judge improperly stated that the appellant was required to file her appeal by January 12, 2019. ID at 2. 2 At midnight on December 22, 2018, the Board ceased all operations due to a partial Government shutdown. PFR File, Tab 1 at 5-6.3 The Board issued a press release that notified the public that all filing and processing deadlines would be extended by the number of calendar days that the Board was shut down. Id. On January 26, 2019, the Board resumed operations after being shut down for 35 days.4 Thus, the appellant’s January 14, 2019 filing deadline was extended 35 days to February 18, 2019. On review, the appellant argues that her appeal was timely filed in accordance with the instructions in the Board’s press release concerning the partial shutdown. Id. at 1-2, 5-6. Although the appellant incorrectly asserts, without explanation, that her “new deadline” was March 5, 2019, id. at 2, we agree that she timely filed her appeal. The administrative judge acknowledged that the appellant’s filing deadline “fell during the [F]ederal [G]overnment shutdown and the Board was closed during this time,” but she did not address the extension of filing deadlines. ID at 2; PFR File, Tab 1 at 5-6. The appellant filed her February 17, 2019 appeal 1 day prior to the extended filing deadline. Therefore, the appeal was timely filed. The agency argues that the appellant’s failure to respond to the timeliness order or provide any reason for her alleged filing delay demonstrates a lack of due diligence. PFR File, Tab 3 at 8-10. The record is clear that the appellant timely filed her appeal. To dismiss this timely filed appeal because the appellant did not respond to the timeliness order would amount to a dismissal for failure to prosecute. We find that such a severe sanction is not justified under the 3 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), available at https://www.mspb.gov/publicaffairs/press_releases/Status_of_the_MSPB_During_a_ Partial_Government_Shutdown_1580906.pdf (last visited May 10, 2024). 4 The Effects of the Partial Shutdown Ending in January 2019 , Congressional Budget Office, https://www.cbo.gov/system/files/2019-01/54937-PartialShutdownEffects.pdf (last visited May 10, 2024).3 circumstances. See Burnett v. Department of the Navy , 71 M.S.P.R. 34, 37-38 (1996). 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
Wolfe_DezaraAT-0351-19-0283-I-1__Remand_Order.pdf
2024-05-10
DEZARA WOLFE v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. AT-0351-19-0283-I-1, May 10, 2024
AT-0351-19-0283-I-1
NP
1,503
https://www.mspb.gov/decisions/nonprecedential/Burks_Aric_E_DC-0752-22-0458-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ARIC EDLIN BURKS, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-0752-22-0458-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Edith Morrow Lee , Durham, North Carolina, for the appellant. Andrew Ruskin , 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 constructive removal 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). 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 appellant was a GS-13 Human Resources Specialist with the agency until he retired in February 2020. Initial Appeal File (IAF), Tab 1 at 4, 6, Tab 10 at 9. The appellant has made the following allegations. Shortly after he began employment with the agency in or around 2014, the appellant’s then-supervisor approved a reasonable accommodation based on the appellant’s disabilities of anxiety, depression, sleep disturbances, and appetite disturbances. IAF, Tab 1 at 6, Tab 9 at 19. The reasonable accommodation was that the appellant could “telework at his discretion,” and he was only required to go into the office “if, and only when, top leadership [ ] wanted a face-to-face meeting.” IAF, Tab 1 at 6. The appellant alleges that he was instructed by his former supervisor not to submit “paperwork,” and he was “instructed to manage [his] own” reasonable accommodation request. IAF, Tab 9 at 19. The appellant alleges that his reasonable accommodation of full-time telework was endorsed by several subsequent supervisors. Id. In April 2019, L.B. became the appellant’s supervisor. IAF, Tab 10 at 13. The appellant alleges he told L.B. that a reasonable accommodation was in place2 for his “mental health and physical issues.” IAF, Tab 9 at 6. In December 2019, L.B. denied the appellant’s request to telework and ordered him to work from the office. Id. at 19. L.B. instructed the appellant to coordinate his reasonable accommodation request through the Office of Equity, Diversity, and Inclusion, but the appellant did not submit a formal accommodation request to that office. Id. It appears that the appellant reported to the office after December 2019. IAF, Tab 11 at 16. The appellant alleges that, on or around February 3, 2020, L.B. issued him an unjustified memorandum of expectations, which notified him that L.B. believed his performance was unacceptable, and a negative and unjustified performance evaluation. IAF, Tab 9 at 4-5. The appellant asserts that L.B.’s actions violated the agency’s policies on coaching and performance and were intended to coerce him into retiring. Id. at 5. According to the appellant, due to the “expiration” of his request for leave under the Family and Medical Leave Act, he had no choice but to resign from Federal service, effective February 24, 2020. IAF, Tab 1 at 6, Tab 9 at 8. The appellant alleges that he told L.B. numerous times that if his reasonable accommodation was revoked, he would have no choice but to resign. IAF, Tab 9 at 6. He generally asserts that being forced to work in the agency’s offices exacerbated his conditions. Id. at 6-7. After the appellant retired, he filed an equal employment opportunity (EEO) complaint alleging that the agency discriminated against him based on his sex, age, national origin, and disability, and retaliated against him for prior EEO activity, when, in relevant part, it denied him a reasonable accommodation and he was forced to retire from Federal service. IAF, Tab 10 at 5-7. On June 7, 2022, the agency issued a final agency decision. Id. at 37. Thereafter, the appellant filed a timely Board appeal. IAF, Tab 1. The administrative judge issued a jurisdictional order, which notified the appellant that the Board may lack jurisdiction over his appeal and instructed him to file evidence and argument in support of jurisdiction. IAF, Tab 5. The appellant and the agency responded.3 IAF, Tabs 9, 11. Without holding a hearing, the administrative judge dismissed the appeal for lack of jurisdiction, finding that the appellant failed to nonfrivolously allege that his retirement was involuntary. IAF, Tab 15, Initial Decision (ID) at 3-6. The appellant has filed a petition for review, and the agency has filed a response in opposition. Petition for Review (PFR) File, Tabs 1, 4. DISCUSSION OF ARGUMENTS ON REVIEW The Board lacks jurisdiction over appeals of employees’ voluntary actions. O’Clery v. U.S. Postal Service , 67 M.S.P.R. 300, 302 (1995), aff’d, 95 F.3d 1166 (Fed. Cir. 1996) (Table); 5 C.F.R. § 752.401(b)(9). However, the Board has recognized that employee-initiated actions that appear voluntary on their face are not always so. Spiegel v. Department of the Army , 2 M.S.P.R. 140, 141 (1980). The Board may have jurisdiction over such actions under 5 U.S.C. chapter 75 as “constructive” adverse actions. To establish Board jurisdiction over a constructive adverse action claim, the appellant must show (1) that he lacked a meaningful choice in the matter and (2) it was the agency’s wrongful actions that deprived him of that choice. See Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 8 (2013). If the appellant makes a nonfrivolous allegation of fact establishing Board jurisdiction, he is entitled to a hearing at which he must prove jurisdiction by preponderant evidence. Garcia v. Department of Homeland Security , 437 F.3d 1322, 1344 (Fed. Cir. 2006) (en banc); Thomas v. Department of the Navy , 123 M.S.P.R. 628, ¶ 11 (2016). In dismissing this appeal for lack of jurisdiction, the administrative judge found that, even assuming the agency violated its policies on counseling and coaching prior to issuing the appellant a negative performance evaluation, the appellant could have disputed or grieved the performance evaluation instead of retiring. ID at 5. For the reasons set forth in the initial decision, we agree with this finding. ID at 5-6 (citing Axsom v. Department of Veterans Affairs ,4 110 M.S.P.R. 605, ¶ 17 (2009) (holding that the appellant failed to establish jurisdiction over a constructive removal claim, in part, because the appellant had the option to challenge the alleged discriminatory conduct through the appropriate channels, such as filing an EEO complaint, rather than resigning)). Regarding the appellant’s claim that he was forced to retire because the agency allegedly rescinded his reasonable accommodation of full-time telework, the administrative judge found that, even assuming that the agency’s rescission or denial of the appellant’s reasonable accommodation was wrongful, the appellant failed to allege that he had no choice but to resign. ID at 6. We agree. The appellant testified at a deposition that he did not submit a request for a reasonable accommodation through the Office of Equity, Diversity, and Inclusion, as instructed by his supervisor, and, instead, he resigned from Federal service. IAF, Tab 11 at 16. He has not alleged that he took any steps to challenge the alleged rescission of his reasonable accommodation before he resigned. Although the appellant argues on review that he should not have been required to submit medical evidence because his accommodation request had already been approved years earlier, PFR File, Tab 1 at 6, he has not explained why he could not submit the requested documentation or alleged that providing it would have been futile. See Axsom, 110 M.S.P.R. 605, ¶ 17 (finding that the appellant failed to make a nonfrivolous allegation that he was subjected to a constructive adverse action, in part, because he failed to show that utilizing the agency’s EEO process would have been futile). The appellant’s remaining arguments on review do not provide a basis to disturb the administrative judge’s findings. PFR File, Tab 1 at 4-8. The appellant has not established that the documents attached to his petition for review constitute new evidence that was unavailable before the close of the record before the administrative judge, and thus, we have not considered them. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 213-14 (1980) (stating that, under 5 C.F.R. § 1201.115, the Board generally will not consider evidence5 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). Accordingly, we deny the appellant’s petition for review and affirm the initial decision dismissing this appeal for lack of jurisdiction. 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.6 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 on7 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) or8 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. 9 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
Burks_Aric_E_DC-0752-22-0458-I-1__Final_Order.pdf
2024-05-10
ARIC EDLIN BURKS v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. DC-0752-22-0458-I-1, May 10, 2024
DC-0752-22-0458-I-1
NP
1,504
https://www.mspb.gov/decisions/nonprecedential/Mulligan_RobertPH-1221-22-0154-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT MULLIGAN, JR., Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER PH-1221-22-0154-W-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Daniel P. Meyer , Esquire, Kaya C. Massey , Esquire, Washington, D.C., for the appellant. Allen Brooks , Esquire, Quantico, 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 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 clarify the nonfrivolous allegation standard and address the appellant’s arguments of adjudicatory error, we AFFIRM the initial decision. BACKGROUND The appellant worked as a GS-7 Security Guard at the agency’s Defense Counterintelligence and Security Agency (DCSA) from August 2020, until the agency removed him in April 2021, prior to the completion of his 2-year trial period. Initial Appeal File (IAF), Tab 1 at 1. The agency’s stated reason for removing the appellant was “inappropriate behavior, failure to follow supervisor instruction, and absence without leave.” IAF, Tab 6 at 48-50. The appellant filed a complaint with the Office of Special Counsel (OSC) alleging that the agency retaliated against him based on his protected disclosures, among other alleged prohibited personnel practices. IAF, Tab 1 at 4. Specifically, he alleged that, between August and October 2020, he repeatedly informed his supervisors and human resources officials that the agency violated various laws by failing to issue him a firearm. IAF, Tab 5 at 24. The appellant also sent a letter to U.S. Senator Patrick Toomey regarding the same. Id. In December 2020, the appellant disclosed to his first-level supervisor concerns related to COVID-19 quarantine and safety protocols. Id. at 25. Finally, in 3 March 2021, he reported safety concerns to his first-level supervisor, apparently because he had not been issued a firearm. Id. at 26. OSC closed its investigation and informed the appellant of his appeal rights with the Board. IAF, Tab 1 at 4-5. The appellant timely filed this IRA appeal alleging that the agency retaliated against him for reporting violations of law, rule, or regulation and a substantial and specific danger to public health and safety. IAF, Tab 5 at 61-62. The administrative judge did not inform the appellant of his burden to establish Board jurisdiction over his IRA appeal but ordered him to produce additional information so as “to properly assess [the appellant’s] Whistleblower claims.” IAF, Tab 4 at 2. In response, the appellant submitted a narrative statement and a copy of his complaint to OSC with attachments, which included a declaration and chronology prepared by the appellant. IAF, Tab 5 at 4-110. The administrative judge issued a second order to the appellant instructing him to identify the exact law, rule, or regulation he alleged that the agency violated. IAF, Tab 8. The appellant filed several documents in response to the order. IAF, Tabs 12-13. The agency filed a motion to dismiss. IAF, Tab 14. The next day, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 16, Initial Decision (ID) at 1, 10. He found that the appellant exhausted his administrative remedies with OSC, but that his disclosures were not protected under 5 U.S.C. § 2302(b)(8). ID at 6-10. Specifically, he found that the appellant failed to establish that he reasonably believed that the agency violated a law, rule, or regulation when it failed to arm him while on duty, that the appellant never made a disclosure concerning the alleged violation of COVID -19 protocols, and that the report of unsafe working conditions did not amount to a substantial and specific danger to public health or safety. ID at 8-10. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. On review, the appellant disagrees with the administrative judge’s findings and argues that the administrative judge violated 4 the appellant’s due process rights by issuing the initial decision 1 day after the agency filed its motion to dismiss and dismissing the appeal before the appellant had the opportunity to complete discovery. PFR File, Tab 1 at 8. The agency has filed a response, and the appellant has filed a reply. PFR File, Tabs 3, 4. DISCUSSION OF ARGUMENTS ON REVIEW To establish Board jurisdiction over an IRA appeal, an appellant must show that he exhausted his administrative remedies before OSC2 and make nonfrivolous allegations that (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)(A). 5 U.S.C. §§ 1214(a)(3), 1221(a) (1), (e)(1); Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). 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. 5 U.S.C. § 2302(b)(8); Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 52. An appellant must receive explicit information on what is required to establish an appealable jurisdictional issue. Burgess v. Merit Systems Protection Board, 758 F.2d 641, 643-44 (Fed. Cir. 1985). Here, the administrative judge’s orders did not provide the appellant with proper Burgess notice. IAF, Tabs 4, 8. However, the agency’s narrative statement in its response to this appeal cured this error by identifying what the appellant needed to allege to establish jurisdiction over an IRA appeal. IAF, Tab 6 at 5-6; see Harris v. U.S. Postal Service , 112 M.S.P.R. 186, ¶ 9 (2009) (stating that an administrative judge’s failure to 2 The administrative judge determined that the appellant exhausted all of his alleged protected disclosures. ID at 6. The parties do not dispute this finding and we discern no basis to disturb it. 5 provide an appellant with proper Burgess notice can be cured if the agency’s pleadings or the initial decision contain the notice that was otherwise lacking). The initial decision also advised the appellant of his jurisdictional burden. ID at 5-6. But it contained errors. Specifically, the administrative judge suggested that if the appellant made nonfrivolous allegations of jurisdiction, he would be entitled to a hearing, at which he would have the burden of proving jurisdiction by preponderant evidence. Id. The administrative judge also indicated that the Board could consider the agency’s uncontradicted documentary submissions to the extent they pertain to jurisdiction. ID at 6. An appellant meets his jurisdictional burden in an IRA appeal and is entitled to a hearing on the merits if, after exhausting his remedy with OSC, he makes nonfrivolous allegations that he engaged in protected activity that was a contributing factor in a personnel action. Graves v. Department of Veterans Affairs, 123 M.S.P.R. 434, ¶ 22 (2016). An appellant is not entitled to a jurisdictional hearing in an IRA appeal; he is only entitled to a hearing once jurisdiction is established, and that hearing is on the merits. Id. In deciding whether an appellant has made nonfrivolous allegations sufficient to establish jurisdiction, the Board may not “credit[] the agency’s interpretation of the evidence.” Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020). To the extent that the administrative judge suggested that the appellant was required to prove jurisdiction by preponderant evidence, was entitled to a hearing on jurisdiction, or had to counter the agency’s evidence concerning jurisdiction with evidence of his own, as opposed to making nonfrivolous allegations, these statements of the law were incorrect. We find that the administrative judge’s errors do not warrant reversal in this instance. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (determining 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 was not prejudiced by the error, because both the agency’s narrative 6 response and the initial decision contained the core information he needed. That information was the requirement that he make nonfrivolous allegations that he made a protected disclosure that was a contributing factor in a personnel action. IAF, Tab 6 at 5; ID at 6. Further, we have reviewed the administrative judge’s determinations and, applying the proper standards, we agree that the appellant failed to establish jurisdiction, as further discussed below. The appellant failed to nonfrivolously allege that the agency violated a law, rule, or regulation by failing to issue him a firearm. The administrative judge found that the appellant failed to nonfrivolously allege that he reasonably believed that the agency violated a law, rule, or regulation when it failed to provide him with a firearm on duty. ID at 8. The administrative judge reasoned that there was no law, rule, or regulation requiring the arming of agency Security Guards. Id. Although the appellant disputes this determination, we are not persuaded. PFR File, Tab 1 at 9-10. 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 listed in 5 U.S.C. § 2302(b) (8). Pridgen, 2022 MSPB 31, ¶ 52. In support of his allegation that he reasonably believed that the agency was required to arm him, the appellant referenced Department of Defense Instruction (DODI) 5525.15, his position description, and a Security Guard vacancy announcement. IAF, Tab 5 at 62, 77, Tab 10. Because it was not clear that DODI 5525.15 created such a requirement, the administrative judge ordered the appellant to identify the exact provisions stating that a Security Guard must be equipped with a weapon while on duty. IAF, Tab 8 at 1-2. The appellant did not respond to that portion of the administrative judge’s order. IAF, Tab 12 at 4-5. The administrative judge found that the appellant failed to identify any provision within DODI 5525.15, his 7 position description, or the vacancy announcement that required agency Security Guards to be armed. ID at 8. Rather, he reasoned that they merely required that incumbents be qualified to carry and use firearms. Id. The appellant has not challenged these findings on review, and we see no reason to disturb them. The appellant also quoted Army Regulation 190-56, Section 6-14(a) to support his reasonable belief concerning this disclosure. IAF, Tab 12 at 4, 31; PFR File, Tab 1 at 8. That regulation states, in relevant part, that “security guards will be provided with the weapons, ammunition and security equipment needed to perform their assigned duties.” IAF, Tab 12 at 4, 31; PFR File, Tab 1 at 8. The administrative judge found that a disinterested observer would not have reasonably concluded that the agency violated this regulation by not supplying a firearm. ID at 8. He explained that the regulation applied only to the Department of the Army, and not to the Department of Defense. Id. On review, the appellant argues that he reasonably believed that the Army regulation applied to him because the patch worn on his uniform, and worn generally by agency staff, said “Department of the Army.” PFR File, Tab 1 at 9. He has submitted copies of what he represents were his uniform patches. Id. at 9, 14-15. Even considering this new argument for jurisdictional purposes, we still find that the appellant failed to nonfrivolously allege that he reasonably believed that Security Guards were required to carry firearms.3 The appellant’s reading of the Army Regulation is not reasonable. The vacancy announcement and position description identified the DCSA as the employing agency. IAF, Tab 5 at 33, Tab 10 at 5. The position description explicitly describes DCSA as “a separate Agency of the Department of Defense (DoD) under the direction, authority, and control of the Under Secretary of Defense for Intelligence.” IAF, Tab 5 at 3. Further, Executive Order 13869, 3 The appellant did not raise this argument or submit this evidence below. We have considered the appellant’s new argument and evidence to the extent they implicate the Board’s jurisdiction, because jurisdiction may be raised at any time during Board proceedings. See Pirkkala v. Department of Justice , 123 M.S.P.R. 288, ¶ 5 (2016). 8 which established the DCSA, makes clear that the agency is “[s]ubject to the authority, direction, and control of the Secretary of Defense.” Exec. Order No. 13869, § 2(c)(i), 84 Fed. Reg. 18125, 18125-26 (2019). No reasonable person in the appellant’s position, having available such unambiguous information that he was employed by the DCSA, could believe that the fact that he wore a Department of the Army badge changed his employing agency. So, we agree with the administrative judge that the appellant failed to nonfrivolously allege a reasonable belief that Army Regulation 190-56, Section 6-4(a), applied to him. The appellant failed to nonfrivolously allege that his supervisor violated a law, rule, or regulation when she initially informed the appellant that “he could not quarantine [after a secondary exposure to COVID-19] for staffing reasons.” The appellant argued below and on review that the agency violated COVID-19 safety protocols when it initially denied his request to quarantine for 14 days after he worked with a coworker who had been exposed to COVID-19, even though the coworker had not tested positive for the virus. IAF, Tab 5 at 6; PFR File, Tab 1 at 7. In support of this belief that quarantining was required, the appellant pointed to the Centers for Disease Control (CDC) guidance, which “recommends a quarantine period of 14 days” following contact with persons “infected” with COVID-19. IAF, Tab 12 at 4-5, 54-55. The administrative judge found that the CDC guidelines were not mandatory, that they only concerned exposure to someone who had tested positive for COVID-19, and that the appellant was never forced to report to work during the 14-day quarantine period.4 ID at 9. The appellant does not dispute these findings and we see no reason to disturb them. Further, the administrative judge correctly found that the appellant never made a disclosure concerning the alleged violation of COVID-19 protocols. 4 Although the initial decision cited the reasonable belief test to determine whether the appellant made a protected disclosure, the administrative judge does not appear to have applied the test to this disclosure. ID at 7-9. We therefore modify the initial decision to clarify the administrative judge’s findings according to this standard. 9 ID at 8. He reasoned that the appellant merely asked his supervisor “to contact her supervisor for further direction” on whether he should quarantine after working with the coworker. ID at 8-9. The appellant does not dispute the administrative judge’s findings in this regard, and we discern no reason to disturb them. PFR File, Tab 1 at 10, Tab 4 at 7-8. Moreover, when, as here, a disclosure concerns a potential violation of law, as opposed to an event that has already taken place, an appellant must prove that he reasonably believed the potential wrongdoing was real and immediate. Covington v. Department of the Interior , 2023 MSPB 5, ¶ 38. The appellant has not alleged that, at the time he asked his supervisor for further direction, he reasonably believed that his supervisor would continue to insist he work despite his potential exposure. Instead, the appellant argues that his supervisor’s response, i.e., that the appellant “could not quarantine for staffing reasons,” was itself a violation and that the supervisor’s retraction of that statement did not invalidate his disclosure. PFR File, Tab 1 at 10. Again, the appellant has not alleged that he made any disclosure regarding the COVID -19 protocols, and he has not alleged that he disclosed that his supervisor’s statement violated the law. Therefore, we agree that the appellant failed to nonfrivolously allege that he made a protected disclosure regarding the COVID-19 protocols. The appellant failed to nonfrivolously allege that the agency’s failure to provide him with a firearm amounted to a substantial and specific danger to public health or safety. The appellant alleged below that he expressed to his supervisor that his working conditions were unsafe because the agency failed to equip him with a firearm. IAF, Tab 5 at 7, 25, 77. The administrative judge found that the appellant did not disclose a substantial and specific danger to public health or safety based on his concerns of a potential future incident in which he might be unable to sufficiently protect agency employees from bad actors. ID at 9-10. 10 In support of this finding, the administrative judge reasoned that the likelihood of harm was speculative rather than substantial and specific. ID at 10. The Board has explained that disclosures regarding danger to the public must be both substantial and specific to be protected. Schoenig v. Department of Justice, 120 M.S.P.R. 318, ¶ 10 (2013). Factors to be considered in determining whether a disclosed danger is sufficiently substantial and specific to be protected include the likelihood of harm, when the alleged harm may occur, and the potential consequences of the harm. Id. Disclosure of an imminent event is protected, but disclosure of a speculative danger is not. Id. On review, the appellant argues that shootings on various military bases in 2009, 2013, and 2014 give rise to a likelihood of impending harm. PFR File, Tab 1 at 10-11. In Mogyorossy v. Department of the Air Force , 96 M.S.P.R. 652, ¶ 16 (2004), the Board found that an appellant’s disclosure did not identify a substantial and specific danger in similar circumstances. Specifically, the appellant alleged that, due to the security threat after September 11, 2001, Security Guards’ lives and the lives of those they protected could have been in danger if they were attacked because their weapons were not fully loaded. Id. The Board reasoned that the appellant’s disclosure involved speculation that there could possibly be danger at some point in the future, which was insufficient. Id., ¶ 17. Here, we find that the appellant’s concern of unsafe working conditions is indistinguishable from Mogyorossy and, therefore, too speculative to be protected. Id. We are not persuaded by the appellant’s argument that, because shootings occurred on military bases in 2009, 2013, and 2014, he reasonably believed that there was an imminent risk of violence in 2021 that could be lessened by giving him a firearm. Thus, we agree with the administrative judge that the appellant failed to nonfrivolously allege that he disclosed a substantial and specific danger to public health or safety. 11 The administrative judge did not violate the appellant’s due process rights. The appellant argues on review that the administrative judge violated his due process rights by issuing the initial decision 1 day after the agency filed its motion to dismiss, which was 9 days before the appellant’s response was due. PFR File, Tab 1 at 8. A party typically has 10 days to object to an opposing party’s motion. IAF, Tab 2 at 3-4; 5 C.F.R. § 1201.55(b). Here, because the agency’s motion to dismiss was filed 1 day prior to the issuance of the initial decision, it is not clear to us that the administrative judge was aware of the agency’s motion when he dismissed the appeal. He did not reference the agency’s motion in the initial decision, nor indicate that he was granting any such motion. Nonetheless, it is error when, as here, an administrative judge issues an initial decision without notifying the parties of the date when the record on jurisdiction will close. IAF, Tab 2 at 2-3, Tabs 4, 7-8; Fidler v. U.S. Postal Service, 53 M.S.P.R. 440, 442, 444 (1992). An administrative judge’s procedural error is of no legal consequence unless it is shown to have adversely affected a party’s substantive rights . Karapinka v. Department of Energy , 6 M.S.P.R. 124, 127 (1981). The appellant had the opportunity to file the instant petition for review disputing both the initial decision and the agency’s motion to dismiss, and we have considered all of his arguments and evidence on review. Therefore, the administrative judge’s error does not provide a basis to reverse the initial decision. The appellant also argues that the administrative judge violated his due process rights by dismissing the appeal before he had the opportunity to complete discovery. PFR File, Tab 1 at 8. While the appellant asserts that “discovery was in progress,” he does not indicate whether he made discovery requests to the agency, or if it owed him responses. He also has not indicated what information he was seeking, and there is no motion to compel in the record. Therefore, we cannot discern whether any alleged error by the administrative judge 12 prejudiced the appellant’s rights. See Searcy v. Department of Commerce , 114 M.S.P.R. 281, ¶ 14 n.* (2010) (concluding that an administrative judge’s failure to rule on an appellant’s motions regarding discovery was harmless because the appellant did not indicate how the information contained in the discovery sought was relevant and material to the dispositive jurisdictional issue). In the absence of evidence of such prejudice, we discern no reason to reverse the initial decision. Accordingly, we affirm the administrative judge’s determination that the Board lacks jurisdiction over this appeal, as modified above. 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 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 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. 13 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 obtain 14 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 15 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). 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. 16 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.
Mulligan_RobertPH-1221-22-0154-W-1__Final_Order.pdf
2024-05-10
null
PH-1221-22-0154-W-1
NP
1,505
https://www.mspb.gov/decisions/nonprecedential/Bailey-EL_RaushaanahDC-315H-20-0122-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RAUSHAANAH BAILEY-EL, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-315H-20-0122-I-1 DATE: May 10, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Raushaanah Bailey-EL , Baltimore, Maryland, pro se. Stephanie Sneed , Esquire, Bethesda, 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 probationary termination appeal for lack of jurisdiction. On petition for review, the appellant submits documents that are not in the record below and argues the merits of the agency’s decision to terminate his appointment but fails to provide evidence that the Board has jurisdiction over his matter. 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. Except as expressly MODIFIED to clarify that the appellant was subject to a 2 -year probationary period, we AFFIRM the initial decision. To the extent that the administrative judge found that the appellant must have completed a 1 -year probationary period to obtain chapter 75 appeal rights, that finding was in error. At the time of the appellant’s appointment to his position, an individual appointed by the Department of Defense to a permanent competitive service position was not an “employee” with chapter 75 appeal rights unless he completed a 2 -year probationary period or 2 years of current continuous service. 5 U.S.C. § 7511(a)(1)(A)(ii) (2016); 10 U.S.C. § 1599e(a), (b)(1)(A), (d) (repealed 2022); Bryant v. Department of Army , 2022 MSPB 1, ¶¶ 8-9.1 However, because the administrative judge’s error does not affect the outcome in this case, it is not a basis to grant review. See Panter v. Department of the Air Force, 22 M.S.P.R. 281, 282 (1984) (explaining that an adjudicatory error that is 1 On December 27, 2021, President Biden signed into law the National Defense Authorization Act for Fiscal Year 2022 (2022 NDAA), Pub. L. No. 117-81, 135 Stat. 1541. The 2022 NDAA repealed the 2-year probationary period for DOD appointments made on or after December 31, 2022, and replaced it with a 1 -year probationary period. Pub. L. No. 117-81, § 1106, 135 Stat. 1541, 1950. That change does not affect the outcome of this appeal.2 not prejudicial to a party’s substantive rights provides no basis for reversal of an initial 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 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
Bailey-EL_RaushaanahDC-315H-20-0122-I-1__Final_Order.pdf
2024-05-10
null
DC-315H-20-0122-I-1
NP
1,506
https://www.mspb.gov/decisions/nonprecedential/Hendrix_AprilDC-0845-22-0584-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD APRIL HENDRIX, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0845-22-0584-I-1 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Amanda Smith , Esquire, Buffalo, New York, for the appellant. Karla W. Yeakle , 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 her appeal as untimely filed without good cause shown. On petition for review, the appellant argues that the administrative judge erred in determining that she was attempting to raise the same detrimental reliance issue in this appeal as she did in an earlier appeal. Petition for Review (PFR) File, Tab 1 at 9-11. 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). She also argues that the instant appeal concerns the Office of Personnel Management’s (OPM’s) July 2022 correspondence, rather than its August 2018 reconsideration decision about her annuity. Id. at 10. Finally, the appellant argues that even if this were an appeal of OPM’s August 2018 reconsideration decision, she has good cause for her untimeliness.2 Id. at 11-15, 18-23. 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 The appellant also suggests that if we are not persuaded by her arguments about the instant appeal, we should reopen a prior appeal she filed. PFR File, Tab 1 at 15-16. An administrative judge dismissed that prior appeal in 2019 at the appellant’s request, and neither party filed a petition for review. Hendrix v. Office of Personnel Management , MSPB Docket No. DC-844E-18-0846-I-1, Initial Appeal File, Tab 15, Initial Decision. If the appellant wishes to pursue that prior appeal, she should file a petition for review of the administrative judge’s initial decision in that appeal. We make no findings at this time about the timeliness of any such petition.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
Hendrix_AprilDC-0845-22-0584-I-1__Final_Order.pdf
2024-05-09
APRIL HENDRIX v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0845-22-0584-I-1, May 9, 2024
DC-0845-22-0584-I-1
NP
1,507
https://www.mspb.gov/decisions/nonprecedential/Breedlove_RachelAT-1221-19-0402-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RACHEL BREEDLOVE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-19-0402-W-1 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Rachel Breedlove , Rock Hill, South Carolina, pro se. Brandi M. Powell , Esquire, New Orleans, Louisiana, 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 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 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. BACKGROUND The appellant is a GS-13 Lead Human Resources Specialist (Classification) in the Consolidated Classification Unit (CCU) of the agency’s Veterans Integrated Service Network 16. Initial Appeal File (IAF), Tab 1 at 1, 13, 425. On October 24, 2018, the appellant’s supervisor issued the appellant a written admonishment based on the way she comported herself during an October 1, 2018 meeting, describing her tone as “demeaning, confrontational, hostile and intimidating.” Id. at 29-30. On December 7, 2018, the appellant received her evaluation for the 2017 -2018 performance year, with a summary rating of “fully successful.” Id. at 411-15; 972. The appellant filed a complaint with the Office of Special Counsel (OSC), alleging that the admonishment and the performance rating were in retaliation for protected disclosures. Id. at 646-57, 841-44. Before OSC issued a decision on the appellant’s complaint, but after more than 120 days had elapsed, she filed the instant IRA appeal. Id. at 2-7; see 5 U.S.C. § 1214(a)(3)(B). After a hearing, the administrative judge issued an initial decision denying the appellant’s request for corrective action on the merits. IAF, Tab 41, Initial Decision (ID). He found that the appellant had exhausted her administrative2 remedies before OSC and that she proved by preponderant evidence that she made protected disclosures during the October 1, 2018 staff meeting, which were a contributing factor in the admonishment and the performance evaluation. ID at 21-23. Nevertheless, the administrative judge found that the agency proved by clear and convincing evidence that it would have taken the same actions even absent the appellant’s disclosures. ID at 24-28. The appellant has filed a petition for review, disputing the administrative judge’s findings and his analysis of the agency’s affirmative defense. Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3. ANALYSIS It is undisputed that the appellant proved her case in chief, i.e., that she made protected disclosures that were a contributing factor in two personnel actions, and that she exhausted her administrative remedies with OSC. ID at 21-24; see Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). The issue at this stage of the proceedings is whether the agency proved its affirmative defense. Under 5 U.S.C. § 1221(e), if the appellant proves that her protected disclosure was a contributing factor in a personnel action, the Board will order corrective action unless the agency proves by clear and convincing evidence that it would have taken the same personnel action in the absence of the protected activity. Salerno, 123 M.S.P.R. 230, ¶ 5. Considering the evidence as a whole, we find the agency proved by clear and convincing evidence that it would have admonished the appellant for her conduct at the October 1, 2018 staff meeting, and assigned her the same performance rating, even in the absence of her protected activity. ID at 27-28. This is especially so considering the administrative judge’s demeanor-based credibility determinations and her supervisor’s explicit denial that her admonishment and performance rating had anything to do with her protected3 activity. Hearing Recording, Day 1, Track 3 at 19:35.2 We further find that the appellant’s other arguments on petition for review, including assertions regarding the contents of the electronic case file, the agency’s alleged violation of her First Amendment rights, and challenges to various rulings and findings by the administrative judge, provide no basis for disturbing this result. See Van Ee v. Environmental Protection Agency , 64 M.S.P.R. 693, 699 (1994) (first Amendment claims may not be heard in the context of an IRA appeal); 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 where 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). 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 Although we disagree with the administrative judge’s finding that the appellant’s supervisor lacked a substantial motive to retaliate because of the appellant’s whistleblowing activity, we conclude that this circumstance is outweighed by the other factors and evidence in this case. 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 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.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. 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
Breedlove_RachelAT-1221-19-0402-W-1__Final_Order.pdf
2024-05-09
RACHEL BREEDLOVE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-19-0402-W-1, May 9, 2024
AT-1221-19-0402-W-1
NP
1,508
https://www.mspb.gov/decisions/nonprecedential/Swearengen_Marcus_L_DA-0752-20-0450-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARCUS L. SWEARENGEN, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-0752-20-0450-I-2 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Daniel J. Gamino , Esquire, Oklahoma City, Oklahoma, for the appellant. Quentin Sanders , Esquire, Fort Sill, Oklahoma, 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 charges, affirmed the agency’s removal action, and found that the appellant did not prove his affirmative defenses. For the reasons set forth below, we GRANT the appellant’s petition for review. We REVERSE the initial decision with respect to the finding sustaining the agency’s first charge and MODIFY the initial decision to mitigate the appellant’s removal to a demotion 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 next lower-graded, non -supervisory, non-work leader position, with the least reduction in grade and pay. We otherwise AFFIRM the initial decision. BACKGROUND The appellant was an Electronics Mechanic Leader, WL-10, in the agency’s Radar Shop in Fort Sill, Oklahoma. Swearengen v. Department of the Army , MSPB Docket No. DA-0752-20-0450-I-1, Initial Appeal File (IAF), Tab 9 at 15. Although the Electronics Mechanic Leader is not a supervisory position, the appellant was in a position of authority, because he was responsible for relaying supervisory instructions to the subordinate employees and ensuring that they were complying with them. Id. at 17-18. On June 23, 2020, the agency removed the appellant based on two charges. IAF, Tab 9 at 15, 44-47, Tab 91 at 5-7. The first charge, inappropriate remarks, was based on a single specification alleging that, on March 12, 2020, the appellant called S.B.,2 a subordinate employee, “stupid,” and that the appellant followed S.B. into the bay area, calling him “‘stupid’ repeatedly in a loud, elevated voice.” IAF, Tab 91 at 5. The second charge, creating a disruption in the workplace, was also based on the events of March 12, 2020, alleging that the appellant created a disruption by repeatedly calling S.B. “stupid” and “continu[ing] to yell at [S.B.] in the bay area, [where] other employees heard [him] making a disruption.” Id. The appellant filed an appeal of his removal with the Board and, after holding a hearing, the administrative judge issued an initial decision sustaining both charges and the removal. Swearengen v. Department of the Army , MSPB Docket No. DA-0752-20-0450-I-2, Appeal File (I-2 AF), Tab 53, Initial Decision (ID). She credited the testimony of S.B., finding that the agency proved that the appellant repeatedly yelled at S.B. that he was “stupid,” and that other employees heard him making “noticeable noise” and creating a disruption. ID at 14-19. The 2 Because the subordinate employees have similar position titles, we identify them using initials.2 administrative judge also found that the appellant failed to prove any of his affirmative defenses, to include claims of race discrimination, equal employment opportunity (EEO) retaliation, and hostile work environment based on race and prior EEO activity,3 as well as his claims of due process violations and harmful procedural error. ID at 20-32. Finally, the administrative judge found that the agency established nexus, and that the selected penalty of removal was reasonable. ID at 32-35. The appellant has filed a petition for review arguing, among other things, that the agency’s evidence was insufficient to prove its charges, the administrative judge erred in failing to sanction the agency for repeated bad acts, and the agency violated 5 C.F.R. § 752.404 by selecting a deciding official who was not neutral.4 Petition for Review (PFR) File, Tab 1 at 9-34. The agency has 3 On review, the appellant does not challenge the administrative judge’s findings that he failed to establish his Title VII claims. While we discern no basis to disturb her findings, we note that the administrative judge used the analytical framework set forth in Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 51 (2015), overruled in part by Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 23-25, in finding that the appellant failed to establish that either his race or prior EEO activity was a motivating factor in the agency’s removal action. ID at 20-24. Following the issuance of the initial decision, the Board issued Pridgen, 2022 MSPB 31, ¶ 25, which overruled parts of Savage, and clarified the proper analytical framework to be applied to affirmative defenses of Title VII discrimination and retaliation. Because we affirm the administrative judge’s finding that the appellant failed to show that any prohibited consideration was a motivating factor in the agency’s action, 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. 4 With his petition for review, the appellant attaches a copy of his supplemental motion to impose sanctions, PFR File, Tab 1 at 39-60, which is already contained in the record, IAF, Tab 36, as well as an email from the agency resending discovery documents, and an email from the appellant expressing discontent to the administrative judge regarding a statement she made regarding the parties’ liability while ordering a mandatory settlement conference, PFR File, Tab 1 at 52-53, 55-56. The appellant has not shown that these documents were unavailable prior to the close of the record below, and has not explained the relevance of these documents to the dispositive issues in his appeal. Thus, they provide no basis to disturb the initial decision. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (explaining 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). 3 filed a response in opposition 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 Generally, in an adverse action appeal, an agency must prove its charge by a preponderance of the evidence, establish a nexus between the action and the efficiency of the service, and establish that the penalty it imposed is within the tolerable bounds of reasonableness. Thomas v. Department of the Army , 2022 MSPB 35, ¶ 17. Therefore, an agency must prove all of the elements of the substantive offense it charged against the appellant and a failure to do so will cause the Board to not sustain the charge. King v. Nazelrod , 43 F.3d 663, 666 (Fed. Cir. 1994). Furthermore, the Board adjudicates an agency’s charge as it is described in the agency’s proposal and decision notices. Stuhlmacher v. U.S. Postal Service, 89 M.S.P.R. 272, ¶ 14 (2001); Rackers v. Department of Justice, 79 M.S.P.R. 262, 276 (1998), aff’d, 194 F.3d 1336 (Fed. Cir. 1999) (Table). We address the agency’s first charge, inappropriate remarks, finding that the weight of the evidence does not establish that the appellant called S.B. “stupid.” Next, although the agency failed to prove that the appellant called S.B. “stupid,” we nevertheless find that the agency proved its second charge, creating a disruption in the workplace, because supporting evidence establishes that the appellant and S.B. were engaged in a heated exchange that created noticeable noise that other employees heard. We then find that the appellant failed to establish that the agency committed any error by selecting the deciding official. We further find that the appellant did not establish that the administrative judge committed an abuse of discretion by failing to sanction the agency. Finally, we consider whether removal is within the tolerable bounds of reasonableness based on the single sustained charge of creating a disruption in the workplace. As set forth in detail below, we do not find that removal is reasonable4 in light of the circumstances, and thus, we mitigate the removal action to a demotion to the next lower-graded, non-supervisory, non-work leader position with the least reduction in grade and pay. The first specification cannot be sustained because the agency failed to prove that the appellant called S.B. “stupid.” In sustaining the first charge, inappropriate remarks, the administrative judge credited the testimony of S.B., finding that the appellant called him “stupid,” repeatedly and loudly. ID at 15, 18-19. On review, the appellant challenges the administrative judge’s credibility determination, arguing that S.B. holds animosity towards him, and S.B. was the only individual who testified that the appellant called him stupid. PFR File, Tab 1 at 21-23. As discussed below, we agree with the appellant that the weight of the evidence does not establish that he called S.B. “stupid,” and thus, the first charge cannot be sustained. To resolve credibility issues, an administrative judge must identify the factual questions in dispute, summarize the evidence on each disputed question, state which version she believes, and explain in detail why she found the chosen version more credible, considering such factors as: (1) the witness’s opportunity and capacity to observe the event or act in question; (2) the witness’s character; (3) any prior inconsistent statement by the witness; (4) a witness’s bias, or lack of bias; (5) the contradiction of the witness’s version of events by other evidence or its consistency with other evidence; (6) the inherent improbability of the witness’s version of events; and (7) the witness’s demeanor. Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987) . The Board must defer to an administrative judge’s findings regarding credibility when, as here, they are based, either explicitly or implicitly, on observing the demeanor of witnesses testifying at a hearing, and 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. 2022). Specifically, the Board has found that it does not owe deference to an administrative judge’s credibility5 determinations when her findings are incomplete, inconsistent with the weight of the evidence, and do not reflect the record as a whole. Thomas, 2022 MSPB 35, ¶ 8. After extensive review of the record, we find that there are sufficiently sound reasons to overturn the administrative judge’s determination that S.B. was more credible than the appellant. The administrative judge stated that she found S.B. to be more credible than the appellant because his testimony was “more probable,” and she “found no indication that [S.B.] harbored any malice toward the appellant. . . .” ID at 19. First, we do not find S.B.’s testimony to be more probable than the appellant’s testimony denying that he called S.B. “stupid.” April 28, 2021 Hearing Transcript (HT) at 41 (testimony of the appellant). As the appellant notes, S.B. was the only individual who alleged that the appellant called him “stupid.” PFR File, Tab 1 at 21. No witness corroborated this claim, including the three individuals who S.B. initially named as witnesses to the incident. HT at 209-11 (testimony of the proposing official). The lack of witnesses is odd, especially given that S.B. testified that the appellant is “normally a very loud person” whose “voice does carry,” and that during the March 12, 2020 incident, the appellant was yelling “pretty loud,” so much so that his voice “echoed . . . inside the shop bay,” where other employees were “scattered” about. Id. at 157, 159 (testimony of S.B.). Given this testimony, we find it to be highly improbable that, had the appellant yelled “stupid” loudly and repeatedly at S.B. as alleged, there is not one individual other than S.B. who could attest to that fact. Next, although the administrative judge found that there was “no indication that [S.B.] harbored any malice towards the appellant,” we find that there is significant evidence in the record to the contrary. ID at 19. First, it is undisputed that the appellant reported S.B. to management several times for various indiscretions, including tardiness and sleeping at work. HT at 33-34, 53-54 (testimony of the appellant), 165-67 (testimony of S.B.), 223-24 (testimony of the6 proposing official). In fact, the appellant had taken pictures of S.B. sleeping at his desk, and provided them to management, behavior for which S.B. received written counseling. Id. at 33-34 (testimony of the appellant), 167, 171 (testimony of S.B.), 223-24 (testimony of the proposing official). Additionally, there is a documented history of tension between the appellant and S.B., involving several run-ins and heated exchanges throughout the years. Id. at 53-57 (testimony of the appellant), 169 (testimony of S.B.), 251-54 (testimony of A.J.). Even S.B. admitted that he was “not [the appellant’s] biggest fan.” Id. at 169 (testimony of S.B.). Finally, we note that S.B. now occupies the Electronics Mechanic Leader position, i.e., the appellant’s former position. Id. at 181 (testimony of S.B.). Thus, S.B. had several reasons to be less than candid in his testimony regarding the appellant. In conclusion, because only S.B. testified that the appellant called him “stupid,” his testimony alone must be adequate to establish, by preponderant evidence, the misconduct alleged in the agency’s first charge. For the reasons set forth above, we do not find S.B.’s testimony alone to be sufficiently persuasive to meet the preponderant evidence standard. Accordingly, we find that the agency failed to prove its first charge, inappropriate remarks. The agency proved its second charge by preponderant evidence. Because there is corroborating evidence establishing that S.B. and the appellant engaged in a loud exchange that “created noticeable noise” which was overheard by other employees, we agree with the administrative judge that the agency proved its second charge, creating a disruption in the workplace.5 5 The narrative under the second charge included an allegation that the appellant “called [S.B.] ‘stupid’ repeatedly” on March 12, 2020. IAF, Tab 91 at 5. Although, in adjudicating the first charge, we have found that the agency failed to prove that the appellant called S.B. “stupid” on March 12, 2020, the creating a disruption in the workplace charge more broadly alleges that the appellant spoke in a “loud, elevated voice and continued to yell” at S.B., and that other employees heard the disruption as they exited the bay area. Id. For the reasons explained above, the agency established the essence of the charge, and the fact that it did not prove that the appellant used the term “stupid” while creating the disruption is not a basis upon which to find that the7 ID at 18-19. First, A.J., a Supply Clerk in the Radar Shop, testified that he was standing about 25 or 30 feet away when he heard “noise,” which he later identified as the appellant and S.B. “hav[ing] words.” HT at 239, 258 (testimony of A.J.); IAF, Tab 9 at 21, 56. He also testified that the incident was disruptive because it “hindered further operations going forward,” and that people spent “probably about a good hour trying to figure out why and what caused [the incident].” HT at 243-44 (testimony of A.J.). Similarly, T.F., an Electronics Mechanic in the Radar Shop, confirmed in a written statement that he “heard some noise coming from the bay.” IAF, Tab 9 at 21, Tab 10 at 69. Accordingly, we agree with the administrative judge and find that the agency proved its second charge by preponderant evidence. To the extent that the appellant argues that there was no disruption to the workplace because no work was delayed or disrupted, his argument is unpersuasive. PFR File, Tab 1 at 22-24, 29. A loud exchange between two employees, which draws the attention of others away from their work, constitutes a disruption in the workplace. As explained by A.J., the exchange “hindered further operations” because “any technician not performing their mission . . . hinders the instructors from instructing the students. And it is paramount that [the workers] maintain the equipment and [their] operational status at all times.” HT at 243-44 (testimony of A.J.). Thus, we find that the administrative judge correctly sustained the second charge. ID at 19. The appellant failed to establish that the agency’s selection of the deciding official constituted harmful procedural error. Under 5 U.S.C. § 7701(c)(2)(A), the Board cannot sustain an agency’s decision if the employee “shows harmful error in the application of the agency’s procedures in arriving at such decision.” Stephen v. Department of the Air Force , charge was not proven. See, e.g., Hicks v. Department of the Treasury , 62 M.S.P.R. 71, 74 (1994) (stating that an agency is required to prove only the essence of the charge and need not prove each factual specification supporting the charge), aff’d, 48 F.3d 1235 (Fed. Cir. 1995) (Table).8 47 M.S.P.R. 672, 681 (1991). Reversal of an action for harmful error is warranted when the procedural error, whether regulatory or statutory, likely had a harmful effect upon the outcome of the case before the agency. Id. In order to prove harmful error under the statute and the Board’s regulations, an appellant must “prove that any procedural errors substantially prejudiced his rights by possibly affecting the agency’s decision.” Id. (quoting Cornelius v. Nutt , 472 U.S. 648, 661 (1985)). Here, the appellant alleges that the agency committed harmful error when it appointed a deciding official who had an existing negative opinion of him based on interactions that occurred prior to the issuance of the proposed removal.6 PFR File, Tab 1 at 12-13, 30. We do not discern any evidence that the deciding official had any preconceived notions about the appellant, or ill feelings towards him based on events prior to the misconduct at issue. However, even assuming that the deciding official did harbor an uncomplimentary opinion of the appellant based on a previous interaction, the appellant has not established that any rule or regulation prohibits the agency from selecting a deciding official with an unfavorable opinion of an employee. See Franco v. Department of Health and Human Services , 32 M.S.P.R. 653, 658 (1987) (explaining that there is no general proscription of the appointment of a deciding official who is familiar with the facts of the case and has expressed a predisposition contrary to the appellant’s interests), aff’d, 852 F.2d 1292 (Fed. Cir. 1988) (Table); see also Teichmann v. Department of the Army , 34 M.S.P.R. 447, 452 (1987) (finding no basis to vitiate an agency’s proceedings when there was no evidence that any animus on the deciding official’s part was a factor in his decision to remove the appellant), aff’d, 854 F.2d 1327 (Fed. Cir. 1988) (Table). Furthermore, the appellant has 6 It appears that the prior interaction giving rise to the allegedly negative opinion was a March 3, 2020 meeting between the appellant and the deciding official, in which the deciding official notified the appellant of the results of an internal investigation into allegations of misconduct, discrimination, and a hostile work environment, which were made by the appellant. HT at 132-36 (testimony of the appellant); April 29, 2021 Hearing Transcript at 58-59, 69-74 (testimony of the deciding official). 9 produced no evidence that the selection of a deciding official who had no opinion of him prior to serving as the deciding official would have resulted in a different outcome. Thus, we agree with the administrative judge that there is no evidence that the agency committed harmful procedural error.7 ID at 31-32. There is no evidence that the administrative judge abused her discretion. On review, the appellant argues that the administrative judge abused her discretion by, among other things, failing to sanction the agency for allegedly engaging in repeated bad acts. PFR File, Tab 1 at 10-19. The appellant alleges that, by denying his multiple requests for sanctions, the administrative judge “denied the [a]ppellant the effective assistance of counsel and forced the [a]ppellant to trial with very incomplete discovery responses. . . .”8 Id. at 16. An administrative judge has wide discretion to control the proceedings of an appeal. Sanders v. Social Security Administration , 114 M.S.P.R. 487, ¶ 10 (2010); 5 C.F.R. § 1201.41. In order to obtain a reversal of an initial decision based upon an abuse of discretion, the petitioning party must show that the resulting error affected the outcome of the case. See Sanders, 114 M.S.P.R. 487, ¶ 10; 5 C.F.R. § 1201.115(c). First, the appellant has presented no evidence that the administrative judge committed any error in her handling of the proceedings, as the appellant has not established that his motions should have been granted. 7 To the extent that the appellant argues that the selection of the allegedly biased deciding official constitutes a due process violation, as found by the administrative judge, the appellant did not establish that his due process rights were violated, as he received notice of the charges, a meaningful opportunity to respond, and he has produced no evidence that the deciding official considered any ex parte communication. ID at 30-31; see Stone v. Federal Deposit Insurance Corporation , 179 F.3d 1368, 1376 (Fed. Cir. 1999) (explaining that 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); see also Pumphrey v. Department of Defense, 122 M.S.P.R. 186, ¶ 6 (stating that minimum due process of law requires prior notice and a meaningful opportunity to respond). 8 To the extent that the appellant argues that denial of discovery constituted a violation of his due process rights, PFR File, Tab 1 at 16-18, the appellant received minimum due process, as he received notice of the charges and a meaningful opportunity to respond, see Pumphrey, 122 M.S.P.R. 186, ¶ 6.10 For instance, the appellant requested that the agency be sanctioned for failing to provide documents in response to his discovery requests before the administrative judge even ruled on his outstanding motions to compel. IAF, Tab 111. In total, the appellant filed at least six motions for sanctions, accusing the agency of engaging in a wide range of nefarious conduct, including, among other things, tampering with evidence and harassment, without sufficient evidence to support such strong accusations.9 IAF, Tabs 127, 136; I-2 AF, Tabs 6-7, 9, 21. Thus, the appellant has not shown that his requests for sanctions were proper, or that the administrative judge erred in denying them. Regardless of the propriety of the appellant’s motions, the administrative judge addressed them thoroughly below. The record establishes that she addressed the parties’ numerous motions in scheduled status conferences, memorialized her findings and rulings in written orders, and provided the parties with an explanation of her rulings and the opportunity to object. IAF, Tab 122; I-2 AF, Tab 35. While the appellant may not agree with the rulings, his disagreement alone is insufficient to justify a finding of abuse of discretion. See Weaver v. Department of the Navy , 2 M.S.P.R. 129, 133-34 (1980) (explaining that mere disagreement with an administrative judge’s rulings does not warrant review). Accordingly, there is no basis to disturb the initial decision on the grounds of abuse of discretion. See Davis v. Department of Veterans Affairs , 106 M.S.P.R. 654, ¶ 6 (2007) (stating that there is no basis to disturb an initial decision when the appellant’s challenges to the administrative judge’s procedural rulings were nothing more than mere disagreement). 9 The appellant also filed two motions for a directed verdict, one alleging that the agency violated his due process rights because the deciding official should have been disqualified due to his adverse opinion of the appellant, I-2 AF, Tab 3, and the other requesting a directed verdict as a sanction for the agency’s purported acts of “stonewalling,” I-2 AF, Tab 7. As the administrative judge correctly found, the Board lacks the authority to grant a directed verdict. I-2 AF, Tab 35 at 2. 11 The appellant’s removal is mitigated to a demotion. As an initial matter, we concur with the administrative judge that, because the appellant’s misconduct occurred on duty, nexus is established. ID at 32. Therefore, we consider the reasonableness of the agency’s penalty in light of the one sustained charge. When, as here, the Board does not sustain all of the charges, it will carefully consider whether the sustained misconduct merits the penalty imposed by the agency. Boo v. Department of Homeland Security , 122 M.S.P.R. 100, ¶ 17 (2014). The Board may mitigate the penalty imposed by the agency to the maximum penalty that is reasonable in light of the sustained charges as long as the agency has not indicated in either its final decision or in proceedings before the Board that it desires that a lesser penalty be imposed for fewer charges. Id. Here, the deciding official did not indicate that he desired a lesser penalty for fewer sustained charges. Instead, he testified that either charge alone would have been sufficient to justify a removal. April 29, 2021 Hearing Transcript (HT2) at 27 (testimony of deciding official). While the deciding official may believe that either charge alone supports removal, the Board must nevertheless determine the maximum reasonable penalty and, given the facts here, we do not believe removal is within the tolerable bounds of reasonableness. See Boo, 122 M.S.P.R. 100, ¶ 17. The Board has held that the most important factor in assessing whether the agency’s chosen penalty is within the tolerable bounds of reasonableness is the nature and seriousness of the misconduct and its relation to the employee’s duties, position, and responsibilities. Thomas, 2022 MSPB 35, ¶ 20. Here, we do not find the sustained misconduct to be of a sufficiently egregious nature to justify removal. The agency was only able to prove that the appellant engaged in a loud exchange with S.B., which created a disturbance in the workplace, because at least two employees heard some noise. IAF, Tab 10 at 69, Tab 91 at 5; HT at 239 (testimony of A.J.). However, while two witnesses confirmed that they heard12 “noise,” neither claimed to have heard the specifics of the exchange between the appellant and S.B., and thus, there is no indication in this record that the interaction was so loud that it was substantially disruptive. HT at 239 (testimony of A.J.); IAF, Tab 10 at 69. Furthermore, the exchange was short, and there is no evidence that it had a significant impact on the agency’s operations. Additionally, we find that the appellant’s tenure with the agency, which totaled approximately 6 years of service, as well as approximately 17 years of military service, is a considerable mitigating factor. See Boo, 122 M.S.P.R. 100, ¶ 21 (finding that, even though the appellant had only 1 year of service with the agency, his 22 years of service with a different agency and his lengthy military service was a considerable mitigating factor); HT at 10-11, 60 (testimony of the appellant). Furthermore, we find that there are circumstances surrounding the offense that support mitigation. First, as previously stated, there is a history of tension between S.B. and the appellant. For instance, S.B. admitted to telling the appellant that “[t]he only person that had [the] right. . . to give [him] orders without question was [his] mother.” HT at 164-65 (testimony of S.B.). Then, in a separate incident that occurred several years prior, S.B. allegedly threatened to “f-up” the appellant. Id. at 54-56 (testimony of the appellant), 252-53 (testimony of A.J.). Thus, there is some evidence that S.B. had a tendency to be confrontational and hostile towards the appellant, and it is likely that this contributed to the March 12, 2020 incident. Additionally, there is significant evidence that the appellant was in a difficult working environment, and he had previously admitted that the stress resulting from the agency’s failure to address his concerns made him “extremely angry during and after work.” IAF, Tab 1713 at 46.10 Accordingly, there are factors present, including unusual job tensions and personality problems, that weigh in favor of mitigation. While we find that removal is beyond the maximum reasonable penalty, we recognize that the appellant is in a position of leadership and the sustained misconduct implicates the responsibilities inherent in that position. IAF, Tab 9 at 15-20. An essential function of his position is relaying instructions to subordinate employees and ensuring that the work is carried out according to those instructions. Id. at 17-18; HT2 at 17 (testimony of the deciding official). Therefore, it is of the utmost importance that the appellant be able to communicate with subordinate employees in an effective and respectful way, and that he refrain from behaving in a disruptive manner. HT2 at 17 (testimony of the deciding official). Neither the appellant’s behavior here, nor his behavior in the past, which resulted in a 14-day suspension for discourteous or unprofessional behavior, inspires confidence that he has the capability to operate effectively in a leadership role. Id. at 18-19 (testimony of deciding official); IAF, Tab 9 at 52-53, Tab 19 at 24. Thus, we find that demotion to the next lower-graded, non-supervisory, non-work leader position with the least reduction in grade and pay is the maximum reasonable penalty. 10 The appellant’s former supervisor, who left the Radar Shop in 2019, admitted to making several offensive comments, including describing the shop’s employees, who were all African American, as “from the ghetto,” “on welfare,” “didn’t want much out of life,” and “quite a drinker”; he also admitted to “maybe” using a racial epithet. HT2 at 94-97. The appellant filed several EEO complaints naming, among others, his former supervisor, which were ongoing at the time of his removal. IAF, Tab 18 at 5-9, Tab 34 at 5, Tab 37. He also sent numerous communications to the agency’s upper management regarding his complaints about the working environment, leading to several internal investigations. IAF, Tab 9 at 63-102, Tab 10 at 5-39, Tab 29 at 22, Tab 55 at 16-18, Tab 71 at 5-8, Tab 77 at 5-9, 13; HT2 at 58-59, 69-74 (testimony of the deciding official). While we do not condone the actions of the former supervisor, or the environment tolerated by the agency, we nevertheless agree with the administrative judge that the appellant did not establish that this environment caused or justified his own behavior. ID at 29. Nevertheless, we consider these facts to be relevant in our mitigation analysis.14 ORDER We ORDER the agency to cancel the removal action and substitute a demotion to the next lower-graded, non-supervisory, non-work leader position with the least reduction in grade and pay, effective June 23, 2020. 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. 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, as appropriate, 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 documentation15 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 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 RIGHTS11 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 11 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.16 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. The17 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 file18 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.12 The court of appeals must receive your petition for 12 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. 19 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. 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.20 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.
Swearengen_Marcus_L_DA-0752-20-0450-I-2__Final_Order.pdf
2024-05-09
MARCUS L. SWEARENGEN v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-0752-20-0450-I-2, May 9, 2024
DA-0752-20-0450-I-2
NP
1,509
https://www.mspb.gov/decisions/nonprecedential/Kelley_JamesDC-0752-19-0340-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES KELLEY, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER DC-0752-19-0340-I-1 DATE: May 9, 2024 THIS ORDER IS NONPRECEDENTIAL1 Shaun Yancey , Esquire, Atlanta, Georgia, for the appellant. Christopher T. Dong , Esquire, Joint Base Andrews, Maryland, for the agency. Kimberly Blanton-Day , Esquire, Dallas, 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 dismissed his constructive removal 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 Washington Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant retired from uniformed service with the United States Air Force and, on September 4, 2007, the agency appointed him to the competitive service position of YA-02 Flight Management Specialist at Ramstein Air Force Base, Germany. Initial Appeal File (IAF), Tab 4 at 29, Tab 12 at 23-24. Continuous overseas service in that position was limited by Department of Defense policy to 5 years unless an extension was granted. IAF, Tab 13 at 10, 35. At the end of the 5 years, plus any extensions, the appellant would be offered assistance through the agency’s priority placement program to secure a position in the continental United States. Id. Upon notification that his return was required, the appellant would need to register with the priority placement program. Id. at 35. He would be required to accept the return placement identified by the priority placement program or face separation. Id. The appellant’s tour of duty in Germany was originally set for 3 years, but, at the behest of his supervisors, his tour was extended multiple times. IAF, Tab 4 at 29-31, 67, 73, 77. On December 13, 2016, the appellant registered with the priority placement program in anticipation of his return to the continental United States. Id. at 68-70. On September 13, 2017, the appellant was offered priority placement as a GS-12 Flight Management Specialist at Scott Air Force Base in Illinois, and he was given until September 18, 2017, to accept or decline the offer. IAF, Tab 14 at 5-6. On September 14, 2017, the appellant indicated his acceptance. Id. at 5. However, the appellant did not report to the new assignment because the agency extended his overseas tour until September 2018. IAF, Tab 4 at 6-7. At that point, the appellant’s supervisors sought another extension of his return date to January 31, 2019, in order to ease the transition associated with multiple Flight Management Specialists who were rotating in and out of Ramstein Air Force Base2 at the same time. Id. at 30-31, 56-57. The extension was granted, and the appellant accepted it. Id. at 32, 58. On September 13, 2018, the Chief of Staffing at Ramstein Air Force Base requested that the appellant confirm that he was declining the Scott Air Force Base job offer in favor of the overseas extension. Id. at 53-54. The appellant replied that he had been removed from the priority placement program when the extension was granted. Id. at 53. On September 17, 2018, the Chief of Staffing notified the appellant that, after an employee declines a valid job offer, he must normally wait 12 months to reregister for priority placement, and that this would be beyond the January 31, 2019 extension. Id. at 49-51. The appellant again confirmed his acceptance of the extension. Id. at 49. On September 21, 2018, the Chief of Staffing confirmed with the appellant that he would be unable to reregister with priority placement prior to the end of his overseas tour and that he could be facing involuntary separation once the extension expired. Id. at 46-48. Although the Chief of Staffing urged the appellant to reconsider his decision, the appellant told her that he had already accepted the extension and that he would proceed with it. Id. at 32. The agency proposed the appellant’s removal for failure to accept return from an overseas area, and on December 19, 2018, it issued a decision to remove him effective January 31, 2019. IAF, Tab 1 at 21. After several unsuccessful attempts to alter the course of events, on January 31, 2019, the appellant submitted an application for immediate retirement. IAF, Tab 4 at 33-38, 41, Tab 15 at 7, 10-11. The agency separated him by retirement effective January 30, 2019.2 IAF, Tab 15 at 12. The appellant filed a Board appeal, alleging that his retirement constituted a constructive removal. IAF, Tab 1 at 6-19. He waived his right to a hearing. Id. at 2. The administrative judge issued an order informing the appellant of his 2 It appears that the agency originally processed the removal effective January 31, 2019, but after receiving the appellant’s retirement package, it cancelled the removal and replaced it with a retirement effective January 30, 2019. IAF, Tab 15 at 12, 14. 3 jurisdictional burden in a constructive removal appeal and ordering him to file evidence and argument on the issue. IAF, Tab 3. Both parties responded, focusing largely on whether the agency misled the appellant into accepting the extension of the overseas assignment. IAF, Tabs 4 -5, 12-16. The agency also argued that the Board lacked jurisdiction over the appeal because the appellant was separated due to the expiration of his overseas appointment. IAF, Tab 12 at 16-18. After the record on jurisdiction closed, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 20, Initial Decision (ID). He found that the Board lacks jurisdiction over the appellant’s “separation at the end of his term appointment,” and over the agency’s decision regarding the appellant’s registration in the priority placement program. ID at 6. He also found that the appellant was not misinformed regarding the consequences of accepting the extension of his overseas assignment and that his decision to retire rather than be removed was voluntary. ID at 6-9. The appellant has filed a petition for review, disputing the administrative judge’s voluntariness analysis. Petition for Review (PFR) File, Tab 1. The agency has filed a response in opposition, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. ANALYSIS The Board lacks jurisdiction over the appellant’s retirement as a constructive removal. The Board generally lacks jurisdiction over voluntary employee actions such as resignations and retirements, but to the extent that such actions are involuntary, the Board may have jurisdiction over them under 5 U.S.C. chapter 75 as constructive adverse actions. Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 7 (2013). Assuming that the jurisdictional requirements of 5 U.S.C. chapter 75 are otherwise met, an appellant may establish jurisdiction over a constructive4 adverse action by showing that: (1) he lacked a meaningful choice in the matter; and (2) it was the agency’s wrongful actions that deprived him of that choice. In this case, the administrative judge found that the appellant’s retirement was voluntary because the agency presented him choices regarding the path his civilian employment would take, as well as the consequences of each choice, and that the appellant’s “ultimate choice to submit a retirement application was again a voluntary selection between alternatives limited by the consequences of his earlier decisions.” ID at 7. This finding is aptly stated, and it is fully supported by the record. IAF, Tab 4 at 32, 46-54. On petition for review, the appellant argues that, in August 2018, the Chief of Staffing misinformed him about the consequences of accepting an additional extension to his overseas tour, and that he relied on this misinformation when he accepted the extension on September 14, 2018. PFR File, Tab 1 at 9, 20-21. However, we find it immaterial whether the Chief of Staffing initially gave the appellant misleading information because she subsequently gave him accurate information about precisely what would happen, and what did in fact happen, if he were to accept the extension. IAF, Tab 4 at 32, 46-51. Specifically, she informed him that accepting the extension would mean declining the priority placement job offer and facing removal at the end of his extended tour, and she urged the appellant to reconsider his decision. Id. at 47, 50-51. The appellant, however, determined to stay the course based on his understanding of their earlier conversation in August. Id. at 32. An action is involuntary only if it resulted from the employee’s reasonable reliance on the agency’s misleading statements. Smitka v. U.S. Postal Service , 66 M.S.P.R. 680, 689 (1995), aff’d, 78 F.3d 605 (Fed. Cir. 1996) (Table). Even assuming that the appellant accepted the extension based on misleading information that he received in August 2018, we find that his continued reliance on that information was not reasonable after he received accurate information in September. 5 The appellant appears to argue that, by the time he received accurate information, it was too late because he had already accepted the extension. PFR File, Tab 1 at 21-22. However, the extension was not set to go into effect until after September 30, 2018, and, as previously indicated, the Chief of Staffing twice told the appellant that it was not too late for him to change his mind. IAF, Tab 4 at 47, 50, 59. The appellant states that the mission would have suffered if he did not accept the extension, and he seems to argue that the Air Force value of “service before self” prevented him from reneging on his earlier promise. PFR File, Tab 1 at 9, 20-21. However, we find that the appellant’s internal values and motivations are not equivalent to an external force operating on his freedom of choice. Cf. White v. Department of the Treasury , 3 M.S.P.R. 488, 491 (1980) (finding that “the involuntary nature of a resignation arises from external coercion and duress”). We find that the appellant has not provided an adequate basis to disturb the administrative judge’s findings on this issue, and that the Board lacks jurisdiction over the retirement as a constructive removal. The agency did not separate the appellant due to the expiration of his appointment. Termination of appointment based on the expiration date specified as a basic condition of employment at the time the appointment was made is not an adverse action appealable to the Board. Endermuhle v. Department of the Treasury, 89 M.S.P.R. 495, ¶ 9 (2001); 5 C.F.R. § 752.401(b)(11). The two cases most instructive on this issue under the facts of this appeal are Edwards v. Department of the Air Force , 120 M.S.P.R. 307 (2013), and Scott v. Department of the Air Force , 113 M.S.P.R. 434 (2010). In Scott, the agency appointed the appellant to an overseas position with a “prescribed tour of duty” of 3 years, after which he would be eligible for return travel “for purpose of separation from the service.” Scott, 113 M.S.P.R. 434, ¶ 6. Prior to his appointment, the appellant agreed that he lacked return rights to a position in the continental United States, and that he would need to register under6 the agency’s priority placement program in order to secure such a position. Id. After the appellant’s 3-year term expired, the agency removed him based on the expiration of his tour and his inability to register for priority placement due to his performance rating. Id., ¶ 7. On appeal, the Board acknowledged that the Standard Form 50 (SF -50) documenting the appellant’s appointment indicated that he was a career -conditional employee, but it found that the SF-50 was not controlling and that the Board would consider the totality of the circumstances to determine the nature of the appointment. Id., ¶ 8. The Board concluded that, despite any contrary indication in the SF-50, the appellant’s specific employment agreements showed that he was appointed to a 3-year term and that he was separated at the expiration of that term. Id. Accordingly, the Board found that the appellant was removed due to the expiration of his term appointment, and it dismissed the appeal for lack of jurisdiction. Id., ¶¶ 8, 11. The appellant in Edwards was also serving in a time-limited overseas assignment when the agency removed him upon its expiration. Edwards, 120 M.S.P.R. 307, ¶ 2. However, the Board found that the appellant made a nonfrivolous allegation of Board jurisdiction because there was evidence in the record that was inconsistent with the agency’s argument that the appellant encumbered a term position. Id., ¶¶ 9-11. Not only did the SF-50 reflect that the appointment was career-conditional, but, unlike the employment agreement in Scott, the employment agreement in Edwards did not specify that the appellant could be separated from service upon the expiration of his overseas term. Id., ¶ 9. The employment agreement was also limited to career and career -conditional employees. Id. Furthermore, the record suggested that the appellant was not a temporary, term, or limited overseas appointee because he was eligible to register for a priority placement program that generally excludes such employees. Id. Moreover, the total duration of the appellant’s appointment (4 years) was inconsistent with him being under a temporary or term appointment. Id. 7 Considering the totality of the circumstances in the instant appeal, we find that nothing in the record supports the agency’s contention that the appellant was separated upon the expiration of his appointment. Quite the contrary, the SF-50 documenting the appellant’s appointment shows that it was a competitive service “career appointment.” IAF, Tab 12 at 23. In addition, the public law cited therein as the appointing authority is consistent with career status; it amended 5 U.S.C. § 3304(f) to provide that a veteran appointed under that paragraph “shall receive a career or career -conditional appointment as appropriate.” Veterans Millennium Healthcare and Benefits Act, Pub. L. No. 106-117, § 511, 113 Stat. 1545, 1575 (1999). The hallmark of a career appointment is that it is nontemporary, as distinguished from temporary, term, and indefinite appointments. See 5 C.F.R. §§ 301.203, 315.201(a), 316.301, 316.401. It is true that the appellant’s overseas assignment was of limited duration. IAF, Tab 13 at 35. However, time limits on an assignment are not the same as time limits on an appointment, see Edwards, 120 M.S.P.R. 307, ¶ 10, and both the appellant’s Overseas Employment Agreement and the agency guidance make clear that the relevant limitation is on the length of time the incumbent is authorized to remain in a foreign area, not on the duration of his employment, IAF, Tab 13 at 10, 35. Unlike the employment agreement at issue in Scott, nothing in the employment agreement here states that the appellant might be separated upon the expiration of his overseas assignment.3 Id. at 35. We also find that the 11-year duration of the appellant’s employment is inconsistent with his being appointed to a temporary or term position, which appointments are generally limited to 2 and 4 years respectively.4 See 5 C.F.R. §§ 316.301(a), .401(c). Although overseas limited 3 The appellant’s employment agreement did, however, inform him that he could be separated if he failed to request and accept a return assignment. IAF, Tab 13 at 35. 4 Although temporary and term appointments may be extended, the extension of a term appointment beyond 4 years requires Office of Personnel Management approval, which does not appear to have occurred here, and extensions of temporary appointments beyond 2 years are limited to positions involving temporary and seasonal work. See 5 C.F.R. §§ 316.301(b), .401(c)-(d).8 appointments are generally of “indefinite duration,” the agency does not allege, nor does anything in the record suggest, that the appellant received a limited overseas appointment. See 5 C.F.R. § 301.203(a). The circumstances surrounding the removal action are also consistent with our finding. Specifically, the appellant was not removed based on the expiration of his appointment, but rather for failure to accept return from an overseas area. IAF, Tab 1 at 21; cf. Edwards, 120 M.S.P.R. 307, ¶¶ 2, 9 (reflecting that the appellant was not removed for failure to accept a return assignment); Scott, 113 M.S.P.R. 434, ¶ 7 (reflecting that the appellant was removed pursuant to the expiration of his tour of duty). In addition, the coding on the SF-50 is consistent with a chapter 75 removal for postappointment conduct or performance, and not with a separation pursuant to the expiration of an appointment. IAF, Tab 15 at 14; see Office of Personnel Management, Guide to Processing Personnel Actions, Ch. 31, Table 31-B, Rules 14, 35 (2017), https://opm.gov/policy-data- oversight/data-analysis-documentation/personnel-documentation/processing- personnel-actions/gppa31.pdf (last visited May 8, 2024). Putting aside the fact that the appellant ultimately separated by retirement in lieu of removal, for the reasons explained above, we find that the removal action was not, nor could it have been, based on the expiration of his appointment. The Board may have jurisdiction over the agency’s removal decision under 5 U.S.C. chapter 75. In determining the appealability of a removal, an individual’s retirement status may not be taken into account. 5 U.S.C. § 7701(j). The Board retains jurisdiction over an appeal in which an employee retires when faced with an agency’s final decision to remove him. Mays v. Department of Transportation , 27 F.3d 1577, 1579-80 (Fed. Cir. 1994); Cunningham v. Department of Veterans Affairs, 86 M.S.P.R. 519, ¶ 4 (2000). This seems to be exactly what happened in9 this case.5 IAF, Tab 1 at 21, Tab 15 at 12, 14. It therefore appears that the Board may have jurisdiction to adjudicate the removal action under 5 U.S.C. chapter 75. ORDER For the reasons discussed above, we REMAND this case to the regional office for further adjudication. In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order. If the administrative judge finds that the Board has jurisdiction over the removal action, he shall adjudicate the removal on the merits. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 5 In Jenkins v. Merit Systems Protection Board , 911 F.3d 1370 (Fed. Cir. 2019 ), and Cooper v. Department of the Navy , 108 F.3d 324 (Fed. Cir. 1997 ), the U.S. Court of Appeals for the Federal Circuit found that the Board lacked jurisdiction over removal actions which had been completely rescinded pursuant to the appellants’ retirements. Although the agency in this case cancelled the removal action to allow the appellant to separate by retirement, it does not appear to have rescinded the removal decision or expunged all references to the action from the appellant’s official personnel file. Cf. Jenkins, 911 F.3d at 1374; Cooper, 108 F.3d at 326.10
Kelley_JamesDC-0752-19-0340-I-1__Remand_Order.pdf
2024-05-09
JAMES KELLEY v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. DC-0752-19-0340-I-1, May 9, 2024
DC-0752-19-0340-I-1
NP
1,510
https://www.mspb.gov/decisions/nonprecedential/Blount_Gladys_S_DC-1221-18-0765-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GLADYS S. BLOUNT, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-1221-18-0765-W-1 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gladys S. Blount , Fayetteville, North Carolina, pro se. John S. Chamblee , Esquire, Peachtree City, 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 her request for corrective action in this individual right of action appeal. On petition for review, the appellant argues that the administrative judge erred by finding that she failed to prove that some of her disclosures were protected. 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). 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
Blount_Gladys_S_DC-1221-18-0765-W-1__Final_Order.pdf
2024-05-09
GLADYS S. BLOUNT v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-1221-18-0765-W-1, May 9, 2024
DC-1221-18-0765-W-1
NP
1,511
https://www.mspb.gov/decisions/nonprecedential/O'Toole_MichaelCH-0752-17-0586-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL O’TOOLE, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER CH-0752-17-0586-I-1 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Johnathan P. Lloyd , Esquire, Washington, D.C., for the appellant. Erin Y. Hart , Esquire, 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 his involuntary retirement 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 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). 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 and supplement the administrative judge’s analysis of the appellant’s misinformation claim, we AFFIRM the initial decision. On review, the appellant claims that he received misinformation from the Office of Personnel Management (OPM) upon which he relied to his detriment in making his decision to retire. Petition for Review (PFR) File, Tab 1 at 7. He specifies that OPM induced him to retire based on its 2009 interpretation that only his basic annuity was subject to division by a court order and then informed him, after he retired, that his basic annuity and annuity supplement were both subject to division, and adjusted the apportionment amount payable to his former spouse in accord with its 2017 interpretation. PFR File, Tab 4 at 4-6; Initial Appeal File (IAF), Tab 11 at 9, Tab 6 at 13. The crux of the appellant’s argument is that the administrative judge erred when she dismissed his appeal for lack of jurisdiction “based solely on her finding that it was OPM that gave [him] the incorrect information about the amount of his annuity payment, and not [his employing agency].” PFR File, Tab 1 at 8. In his view, the administrative judge ignored Board precedent that states that “whether the employing agency or OPM is the source of the misinformation or lack of information that induced an employee to retire, to his detriment, is immaterial to the question of whether the employee’s retirement was voluntary.” PFR File, Tab 1 at 9; see Isabelle v. Office of Personnel2 Management, 69 M.S.P.R. 176, 182 (1996); Bannister v. General Services Administration, 42 M.S.P.R. 362, 366 (1989). When, as here, there is a claim that an involuntary action resulted from misinformation, the appellant must show: (1) that the agency made misleading statements; and (2) that he reasonably relied on the misinformation to his detriment. Salazar v. Department of the Army , 115 M.S.P.R. 296, ¶ 9 (2010). The misinformation can be negligently or even innocently provided; if the employee relies on such misinformation to his detriment, based on an objective evaluation of the circumstances, his decision to retire is considered involuntary. Morrison v. Department of the Navy , 122 M.S.P.R. 205, ¶ 7 (2015). After considering the appellant’s challenges to the administrative judge’s findings, we discern no reason to disturb the initial decision. While we recognize that the Board has held that whether the employing agency or OPM is the cause of the misinformation does not affect the involuntariness of a retirement, we find that the appellant has not shown that the employing agency or OPM misled him or that he reasonably relied on the misinformation to his detriment in making his decision to retire. See Salazar, 115 M.S.P.R. 296, ¶ 9. Because we agree with the administrative judge’s finding, and the appellant does not dispute that his employing agency was not the cause of any misinformation,2 we will only address his allegations toward OPM. IAF, Tab 13, Initial Decision (ID) at 5-6. The appellant has not shown that his decision to retire was the product of misinformation by OPM. Contrary to the appellant’s allegation, the 2 We are not persuaded by the appellant’s claim that Salazar mirrors the instant case on all material points because the employee in that case received misinformation regarding his projected annuity. Salazar, 115 M.S.P.R. 296, ¶ 12; PFR File, Tab 1 at 7-8. In Salazar, the Board held that the employing agency provided the employee with misinformation, albeit unintentionally, when it provided him with a monthly retirement annuity estimate based upon incorrect proof of payment in full of a military deposit because it was the responsibility of the agency to verify the accuracy of the appellant’s military deposit. Salazar, 115 M.S.P.R. 296, ¶¶ 11-12. Here, it was the responsibility of OPM, not the employing agency, to make the final determination of the appellant’s annuity benefits, and the agency informed the appellant of such. IAF, Tab 9 at 22; ID at 6. 3 administrative judge did not make this explicit finding. ID at 5-6. The administrative judge noted that the appellant provided no other explanation for his decision to retire other than his disagreement with OPM’s altered calculation of his annuity benefits. ID at 5. To the extent that the appellant is arguing that OPM improperly mandated that his FERS annuity supplement was subject to apportionment, this issue is not to be adjudicated in an involuntary retirement appeal brought against his employing agency. PFR File, Tab 1 at 7. If the appellant disagreed with OPM’s altered calculation of his annuity benefits, he should have appealed OPM’s determination, received a final decision from OPM, and filed an appeal with the Board. ID at 6. Here, the appellant takes issue with OPM’s July 2016 internal policy determination to include the appellant’s FERS annuity supplement in computing the court-ordered division of his FERS annuity—thus reversing its longstanding practice of not apportioning the supplemental benefit. PFR File, Tab 4 at 4-6. Pursuant to a February 2018 report (Management Advisory) from its Office of the Inspector General (OIG), OPM opines that 5 U.S.C. § 8421(c), which provides that an annuity supplement “shall, for purposes of section 8467 [court orders], be treated in the same way as an amount computed under section 8415 [Basic Annuity],” mandates its change in policy. OPM, OIG, Office of Legal and Legislative Affairs , Management Advisory , Review of the U.S. Office of Personnel Management’s Non-Public Decision to Prospectively and Retroactively Re- Apportion Annuity Supplements , Report No. L-2018-1, at 8 (Feb. 5, 2018), https:// oig.opm.gov/reports/other/review-us-office-personnel-managements-non-public- decision-prospectively-and (last visited May 9, 2024). For the reasons discussed below, OPM’s statement regarding the method of dividing the appellant’s retirement benefit, which did not reflect its subsequent change in policy, cannot be fairly characterized as misinformation that would vitiate the voluntariness of the appellant’s appeal. 4 An agency is required to provide accurate information to permit an employee to make an informed, and thus voluntary, decision regarding resignation or retirement. Aldridge v. Department of Agriculture , 111 M.S.P.R. 670, ¶ 8 (2009). In making such a determination, we adopt the standard in Patrick v. Department of Agriculture , 72 M.S.P.R. 509, 521 (1996), review dismissed, 113 F.3d 1254 (Fed. Cir. 1997) (Table). The controlling issue is what the agency knew or believed at the time it informed the employee, not what the agency did after the employee initiated his or her voluntary action. Patrick, 72 M.S.P.R. at 521. Because the information that the appellant received from OPM was accurate at the time it was given, the appellant has not shown that the agency made a misleading statement. Id.; see Salazar, 115 M.S.P.R. 296, ¶ 9. At issue in this appeal are two documents: OPM’s 2009 letter stating that “Your former spouse’s [marital] share applies to your self retirement annuity benefit,” IAF, Tab 11 at 9, and OPM’s 2017 letter stating that “[Your former spouse’s] marital share . . . includes your self-only benefit . . . plus your FERS annuity supplement,” IAF, Tab 6 at 13. OPM’s explanation of the method of dividing the appellant’s retirement benefit was consistent with existing information at the time that it issued the 2009 letter. IAF, Tab 11 at 9. For almost three decades, OPM had viewed the annuity supplement to be akin to a Social Security benefit and thus non-allocable between an employee and a former spouse. See Management Advisory at 8. It had been OPM’s practice to apply the court-ordered marital share to only the basic (gross monthly) annuity when calculating benefits to be provided to a former spouse, except when the court order expressly addressed allocating of the annuity supplement. Id. It was not until 2016 that OPM began to apply the court-ordered marital share to both the basic annuity and the annuity supplement, even when the court order does not address allocating the annuity supplement, as dictated in OPM’s internal guidance. Id. at i, 7. OPM accordingly notified the appellant of its new interpretation in its 2017 letter. IAF, Tab 6 at 13.5 We find it significant that OPM had not effected its change in policy at the time that the appellant retired. Chaney v. U.S. Postal Service , 67 M.S.P.R. 1, 4 (1995), aff’d, 86 F.3d 1176 (Fed. Cir. 1996) (Table). The fact that, subsequent to his retirement, the agency decided to reinterpret 5 U.S.C. § 8421(c), which governs how an annuity supplement is to be apportioned, does not render its earlier statement misleading or untruthful. See Patrick, 72 M.S.P.R. at 521-22. To the extent the appellant may be arguing that he relied on inaccurate information in OPM’s Explanation of Benefits, his argument is without merit. The record shows, and he does not dispute, that he did not receive it until after he retired, which undercuts any claim of detrimental reliance that he may raise. IAF, Tab 11 at 7-8, 11. While we sympathize with his situation, we find that the appellant has not shown that the agency made a misleading statement or that he reasonably relied on such a statement to his detriment. See Salazar, 115 M.S.P.R. 296, ¶ 9. To the extent the appellant is alleging that he lacked sufficient information to make an informed decision, his allegation is unavailing. While an agency must provide information that is not only correct in nature but adequate in scope to allow an employee to make an informed decision, see Baldwin v. Department of Veterans Affairs , 111 M.S.P.R. 586, ¶ 16 (2009), an agency’s obligation to provide information cannot apply to information the agency does not have . There was no other available information that OPM could have furnished the appellant at the time it issued its 2009 letter. The appellant knew as much as the agency did at the time he retired in 2015. See Cassel v. Department of Agriculture , 72 M.S.P.R. 542, 548 (1996). The circumstances alleged by the appellant are insufficient to raise a nonfrivolous allegation of jurisdiction over his claim on the basis of misinformation supplied by OPM.3 Insofar as the administrative judge erred in 3 Because we affirm the administrative judge’s dismissal of the appeal for lack of jurisdiction, we make no finding as to the timeliness of the appeal.6 failing to adequately address the appellant’s allegations that OPM provided him misinformation, given that the appellant did not carry his burden as to the required elements of his claim, it does not affect the outcome of the 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). 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. (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. 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.7 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,8 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 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.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. 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
O'Toole_MichaelCH-0752-17-0586-I-1__Final_Order.pdf
2024-05-09
null
CH-0752-17-0586-I-1
NP
1,512
https://www.mspb.gov/decisions/nonprecedential/Greene_Daniel_A_AT-0752-22-0418-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DANIEL GREENE, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER AT-0752-22-0418-I-2 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Aaron H. Szot , Esquire, Washington, D.C., for the appellant. Daniel Mitchell , Esquire, Key West, Florida, for the agency. Bobbie Garrison , Esquire, Doral, Florida, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER ¶1The agency has filed a petition for review of the initial decision, which reversed the agency’s removal action after finding that the agency violated the appellant’s due process rights. 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. Except as expressly MODIFIED to supplement the administrative judge’s finding as to Board jurisdiction, we AFFIRM the initial decision. We also DENY the agency’s renewed motion to dismiss for mootness. BACKGROUND ¶2The appellant was a GG-0132-15 Supervisory Intelligence Specialist for the Department of Defense, Joint Interagency Task Force South, at the Naval Air Station in Key West, Florida. Greene v. Department  of Defense, MSPB Docket No. AT-0752-22-0418-I-1, Initial Appeal File (IAF), Tab 1 at 20. On March 17, 2022, the agency proposed the appellant’s removal based on the charges of conduct unbecoming (15 specifications), insubordination (1 specification), and lack of candor (1 specification). Id. at 20-29. By letter dated May 10, 2022, the deciding official, Rear Admiral (RADM) D. Fears, sustained the action and removed the appellant effective May 11, 2022. Id. at 30-35. ¶3The appellant subsequently appealed to the Board. IAF, Tabs 1, 28; Greene v. Department  of Defense, MSPB Docket No. AT-0752-22-0418-I-2, Appeal File (I-2 AF), Tab 1.2 During the prehearing process, the appellant raised 2 During case processing, the appellant requested a dismissal without prejudice for more time to prepare his case. I-2 AF, Tab 1. The administrative judge granted his request, and the case was automatically refiled by the Board on January 3, 2023. Id. 2 the affirmative defense of retaliation for protected whistleblowing activity and alleged that the agency had violated his due process rights because RADM Fears relied on two separate new and material ex parte communications in rendering his decision. I-2 AF, Tab 7. The administrative judge thereafter allowed the parties to further develop evidence on the due process issue and held a limited hearing on that matter. I-2 AF, Tab 21. ¶4Shortly after the limited hearing, the agency filed a motion to dismiss the appeal for lack of jurisdiction, and submitted its letter to the appellant dated April 5, 2023, rescinding the removal action effective May 11, 2022, placing the appellant on administrative leave, and noting, “[t]hrough reinstatement, you will receive full back pay and benefits. Such payments regarding your payroll and benefits are made by [the Defense Finance and Accounting Service (DFAS)] and are not under [a]gency control.”3, 4 I-2 AF, Tab 23 at 7. In its motion, the agency asserted that it had reinstated the appellant to the status quo ante and notified him of his reinstatement, and that the agency’s recission of the removal action thus rendered the appeal moot. Id. at 4-6. The appellant responded in opposition, arguing that he had not been afforded any relief regarding the recission of the removal and further that, notwithstanding the agency’s cancellation of the removal action, he could still proceed with his outstanding whistleblower retaliation claim and thus that his appeal should continue to be adjudicated on the merits. I-2 AF, Tab 27 at 4-6. With his response, the appellant submitted an affidavit swearing that, although he had received a Standard Form 50 (SF-50) cancelling his removal on April 11, 2023, he had not received any back pay or benefits, including premium pay, a step increase, an annual raise, or confirmation that all references to the removal had been removed from his personnel file. Id. at 7. The administrative judge subsequently issued an order denying the 3 DFAS processes payroll, leave, and other accounting actions on behalf of the agency. 4 The agency notes on review that simultaneously on April 5, 2023, it issued the appellant a new notice of removal and placed him on administrative leave. Petition for Review File, Tab 1 at 6, 20-30, Tab 5 at 27.3 agency’s motion to dismiss the case as moot “for the reasons stated in the appellant’s April 17, 2023 opposition to that motion.” I-2 AF, Tab 28. Shortly afterward, the appellant withdrew his whistleblower retaliation affirmative defense and requested an initial decision on his due process claim. I -2 AF, Tab 29. ¶5Days later, the administrative judge issued an initial decision reversing the agency’s removal action, finding that the agency had violated the appellant’s due process rights in removing him. I-2 AF, Initial Decision (ID), Tab 30 at 1, 12. The administrative judge first noted that the Board had jurisdiction over the appeal under 5 U.S.C. §§ 7511(a)(1)(A), 7512(1), and 7513(d). ID at 1. He then specifically found that RADM Fears had improperly considered an unnoticed deciding official guidance document that included a sentence stating, “[s]ince this action is based on the employee’s inability to perform his duties, reducing the penalty is not an option.” ID at 7-10. The administrative judge also found that RADM Fears’ awareness of unnoticed portions of an Army Regulation (AR) 15-6 investigation into the allegations that formed the basis for the charges against the appellant violated the appellant’s due process rights because Fears used the negative credibility determinations in the investigation as a central basis for sustaining the charged misconduct. ID at 10-11. ¶6The agency has filed a petition for review. Petition for Review (PFR) File, Tab 1. On review, the agency argues that the administrative judge erroneously failed to recognize that the Board no longer had jurisdiction over the appeal after the appellant withdrew his whistleblower retaliation claim and that the administrative judge failed to apply Board case law regarding mootness and providing parties time to supplement the record on that issue. Id. at 9-11. Similarly, the agency claims that the administrative judge abused his discretion by issuing the initial decision after the appellant withdrew his whistleblower retaliation claim and requested an initial decision because he did not afford the agency the opportunity to respond or have a hearing on the issue of Board4 jurisdiction and whether it had returned the appellant to the status quo ante. Id. at 12-13. Additionally, the agency argues that the administrative judge erroneously found that the agency violated the appellant’s due process rights on both of the points mentioned above. Id. at 13-18. The appellant filed a response. PFR File, Tab 5. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over the appeal. ¶7The agency’s argument that the appeal was moot at the time the administrative judge issued the initial decision and that the administrative judge erroneously failed to apply case law related to mootness is unavailing. ¶8The Board’s jurisdiction over an agency action such as a removal is determined by the nature of an agency’s action against a particular appellant at the time an appeal is filed with the Board, and an agency’s unilateral modification of its adverse action after an appeal has been filed cannot divest the Board of jurisdiction unless the appellant consents to such divestiture, or unless the agency completely rescinds the action being appealed. Fernandez  v. Department  of Justice, 105 M.S.P.R. 443, ¶ 5 (2007). Thus, the Board may dismiss an appeal as moot if the appealed action is canceled or rescinded by the agency. Id. (citing Harris v. Department  of the Air Force, 96 M.S.P.R. 193, ¶ 5 (2004)). For an appeal to be deemed moot, the agency’s rescission must be complete, i.e., the appellant must be returned to the status quo ante and not left in a worse position as a result of the cancellation than he would have been in if the matter had been adjudicated and he had prevailed. Price v. U.S. Postal Service, 118 M.S.P.R. 222, ¶ 8 (2012). Status quo ante relief generally requires that the agency return the appellant to the position he previously occupied, or one substantially equivalent in scope and status, remove all references to the rescinded action, and restore to the appellant any lost back pay or benefits. Hess v. U.S. Postal Service, 123 M.S.P.R. 183, ¶ 5 (2016). If an appeal is not truly moot despite cancellation5 of the action under appeal, the proper remedy is for the Board to retain jurisdiction and to adjudicate the appeal on the merits. Price, 118 M.S.P.R. 222, ¶ 8. ¶9Here, contrary to the agency’s assertions, the appeal was not moot after the appellant withdrew his whistleblower retaliation affirmative defense. The recission of removal action letter that the agency submitted with its motion to dismiss stated that through reinstatement, the appellant would receive full back pay and benefits. I-2 AF, Tab 23 at 7. However, he had not actually received any relief at that time. Indeed, the appellant’s affidavit in response to the agency’s motion swears that he had not received any back pay or benefits, including premium pay, a step increase or annual raise, or confirmation that all references to the removal had been removed from his personnel file, as is required for status quo ante relief. I-2 AF, Tab 27 at 7; see Hess, 123 M.S.P.R. 183, ¶ 5; Harris, 96 M.S.P.R. 193, ¶ 6 (explaining in more detail what restoration to the status quo ante requires); Jasper v. U.S. Postal Service, 88 M.S.P.R. 27, ¶ 9 (2001) (holding that the appellant’s sworn statement that the agency had not paid him all appropriate back pay constituted a nonfrivolous allegation that his appeal was not moot). Thus, the agency’s recission of the removal action was not complete. Price, 118 M.S.P.R. 222, ¶ 8. ¶10Although the agency argues on review that the administrative judge should have allowed the agency an opportunity to respond to the appellant’s withdrawal of his affirmative defense, or to supplement the record and/or conduct a hearing on whether the appellant had been returned to the status quo ante, its arguments are unpersuasive. PFR File, Tab 1 at 8, 10-13. The agency does not point to any authority indicating that it has a right to respond to the appellant’s withdrawal of his own affirmative defense. Id. at 12-13. Furthermore, when the appellant withdrew his affirmative defense, the record on the due process issue had closed and the administrative judge had already issued his order denying the agency’s motion to dismiss as moot, and thus, there were no outstanding issues left to6 address before ruling on the due process issue. PFR File, Tab 1 at 6, Tab 16; I-2 AF, Tabs 28, 29. ¶11The Board cases that the agency cites in support of its argument do not establish that, in situations such as the one presented here, the administrative judge must afford the agency a hearing or an opportunity to supplement the record on the issue of jurisdiction or whether the appellant has been provided with status quo ante relief. PFR File, Tab 1 at 10-13 (discussing Stempihar  v. U.S. Postal Service, 106 M.S.P.R. 115, ¶¶ 13-14 (2007) (finding that the administrative judge erred in dismissing the appeal as moot “upon the agency’s assurances that the appellant would be restored to the status quo ante instead of upon evidence that the appellant had been restored to the status quo ante” and remanding the case for the administrative judge to determine whether the agency had completely rescinded the appellant’s removal and afforded him all relief after affording the parties to submit evidence and argument on the issue) (emphasis in original); Calarco v. U.S. Postal Service, 56 M.S.P.R. 598, 601-02 (1993) (remanding the case where that the Board was unable to determine whether the agency had corrected the appellant’s placement on enforced leave status for the disputed period and for the administrative judge to determine whether the appellant had been returned to the status quo ante); and McCulley  v. U.S. Postal Service, 54 M.S.P.R. 207, 209-10 (1992) (finding that the Board was unable on petition for review to determine whether the agency completely rescinded a demotion action and ordering the administrative judge on remand to determine whether the appellant had been returned to the status quo ante after affording the parties an opportunity to supplement the record and conduct a hearing if necessary)). These cases all involve Board orders to consider additional evidence and argument on remand and after petition for review, and they are therefore distinguishable. Moreover, if anything, the cases that the agency cites support the administrative judge’s determination that the appeal here was not moot and his issuance of an initial decision adjudicating the due process issue. 7 ¶12Even if the administrative judge did somehow err in issuing the initial decision without allowing the agency to supplement the record on whether the appellant had been returned to the status quo ante or by, for example, dismissing the appeal without prejudice to allow time for the cancellation efforts to play out, any such error is harmless here because the new evidence on review clearly shows that the agency still has not returned the appellant to the status quo ante, and thus that the issues still are not moot. See Panter v. Department  of the Air Force, 22 M.S.P.R. 281, 282 (1984) (providing that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). To this end, with its petition for review, the agency submitted a May 18, 2023 affidavit from an agency employee and labor relations official affirming that the agency canceled the appellant’s May 11, 2022 removal, purged that action from the appellant’s personnel file, processed the appellant’s step increase, and sent to DFAS the appellant’s timecard worksheets processing his back pay, retirement contributions, and annual leave balance restoration information, and that these three issues “ will be processed with DFAS Remedy Ticket 3837369.” PFR File, Tab 1 at 31 (emphasis added); see also id. at 11, 18. The agency also attached two of the appellant’s SF-50s confirming the cancelation of the removal and his step increase, in addition to the appellant’s corrected timecard worksheets showing that the agency placed the appellant on administrative leave from May 11, 2022, through April 2023. Id. at 33-60. In response, the appellant submitted a supplemental affidavit swearing that he still had “not received any back pay, including interest and the premium pay that [he] would have received had [he] not been removed from [his] position; Thrift Savings Plan [TSP] contributions; or had [his] leave restored.” PFR File, Tab 5 at 27. ¶13This evidence plainly demonstrates that even at the time the agency filed its petition for review, it still had not taken all the steps necessary to completely rescind the removal. See Jasper, 88 M.S.P.R. 27, ¶ 9; see also Gillespie  v.8 Department  of Defense, 90 M.S.P.R. 327, ¶ 10 (2001) (stating that an appellant is not restored to the status quo ante where he does not receive all the back pay to which he is entitled). Although the agency asserted that it had “been responsive in its good faith efforts to put [the a]ppellant as nearly as possible back into the position he was in before he was removed” and that it had submitted to DFAS all of the documentation necessary for payment, the Board has previously held in various compliance cases that the agency is responsible for ensuring that its agent, DFAS, satisfies the agency’s obligations in a timely fashion. PFR File, Tab 1 at 13; see Tichenor  v. Department  of the Army, 84 M.S.P.R. 386, ¶ 8 (1999) (rejecting the agency’s argument that severance pay withheld by DFAS was not the result of the agency’s action, on the ground that the agency used DFAS as its paying agent). When the petition for review was filed, DFAS had still not actually paid the appellant. ¶14We note that after the agency filed its petition for review and while the case was pending before the Board, the agency filed a status update and renewed motion to dismiss the appeal as moot. PFR File, Tab 6. In its motion, the agency claims that the appellant has “been afforded the relief owed to him” because it restored him to the same job position that he held when he was removed, that the appellant “received all of the back pay he was entitled to,” and that the agency restored all of the appellant’s benefits. Id. at 7-8. It attaches, without explanation, two of the appellant’s leave and earnings statements from February 2024 and asserts that it has returned the appellant to the status quo ante. Id. at 8-10. In response, the appellant submitted another detailed affidavit swearing, among other things, that the agency has still not paid him all the backpay to which he is entitled because it did not calculate or pay him the premium pay he would have earned had he not been improperly removed, which he estimates should have resulted in roughly $20,000 of additional pay; that while the agency restored his TSP contributions, it did not make up for the positive growth of his funds; and that due to the agency’s significant delays in providing9 him backpay, he has suffered a significantly increased tax burden. PFR File, Tab 9 at 10-11. He also submitted a spreadsheet showing his premium hours for 2021 and the calculation if earned in 2022 and 2023. Id. at 12. ¶15Again, this new evidence still plainly demonstrates that even now, over a year after the initial decision was issued, the agency still has not taken all the steps necessary to completely rescind the removal and return the appellant to the status quo ante. See Jasper, 88 M.S.P.R. 27, ¶ 9; Gillespie, 90 M.S.P.R. 327, ¶ 10; see also Vaughan  v. Department  of Agriculture, 116 M.S.P.R. 319, ¶ 5 (2011) (explaining that the appellant may rebut the agency’s evidence of compliance by making specific, nonconclusory, and supported assertions of continued noncompliance). As indicated above, back pay generally includes overtime and premium pay that the appellant would have earned had the wrongful personnel action not occurred. Owens v. Department  of Transportation, 99 M.S.P.R. 377, ¶ 6 (2005). Here, the agency has not explained or even addressed the issue of premium pay in any of its filings. IAF, Tab 23; PFR File, Tabs 1, 6; see Norvell v. U.S. Postal Service, 38 M.S.P.R. 563, 567-68 (1988) (an appellant’s entitlement to overtime pay is a factor to be considered when determining whether an action has been completely rescinded). In addition, as the appellant correctly points out, pursuant to the Federal Retirement Thrift Investment Board (FRTIB) regulation 5 C.F.R. § 1605.13, a TSP participant who receives back pay is entitled to “breakage,” or the loss or gain that he would have incurred or realized on his shares had his separation not occurred. 5 C.F.R. §§ 1605.1, 1605.13(a)(3). As to the appellant’s breakage, the agency must show that it requested the FRTIB to compute interest and lost earnings. Price, 118 M.S.P.R. 222, ¶ 16. Here, there is no evidence indicating that the agency made the required request to the FRTIB. ¶16Furthermore, as the appellant notes in both of his filings in response to the agency’s submissions on review, the agency states that it put the appellant on administrative leave when it rescinded the May 11, 2022 removal action on10 April 5, 2023. I-2 AF, Tab 23 at 6-7; PFR File, Tab 5 at 12 n.6, Tab 9 at 7 n.2. Indeed, the corrected timecard worksheets that the agency submitted with its petition show that the agency retroactively placed the appellant in administrative leave status from May 11, 2022, through April 2023. PFR File, Tab 1 at 35-59, Tab 5 at 12 n.6. Additionally, on April 5, 2023, at the same time that the agency rescinded the May 11, 2022 removal action, it issued the appellant a new notice of proposed removal and placed him in administrative leave status. PFR File, Tab 1 at 20. Notably, however, the Board has held that an appellant’s placement on administrative leave pending another removal action is not placement which is substantially similar to his situation in his former position. Rauccio v. U.S. Postal Service, 44 M.S.P.R. 243, 245 (1990); see Fairley v. U.S. Postal Service, 63 M.S.P.R. 10, 12-13 (1994) (finding that the fact that the agency took another removal action against the appellant shortly after cancelling the first action raised the issue of whether the appellant was ever returned to duty after the cancellation of the first action and that an appellant has not been returned to the status quo ante unless he has been returned to duty status in his position); Dalton v. U.S. Postal Service, 62 M.S.P.R. 95, 97 (1994) (stating that retroactive placement of a suspended employee in administrative leave status is not the same as return to the status quo ante and thus does not constitute complete rescission); Hudson v. Department  of Housing and Urban Development, 54 M.S.P.R. 139, 142 (1992) (stating that an agency does not return an employee to the status quo ante when it rescinds the appealed action and then, instead of returning the appellant to duty, places her on administrative leave pending a second proposed removal action). ¶17Accordingly, the administrative judge did not err in concluding that the Board had jurisdiction over the appeal or in applying the Board’s case law related to mootness issues. Nevertheless, we modify the initial decision to supplement the administrative judge’s finding as to jurisdiction as discussed herein. Further, we conclude that the agency’s recission is still not complete and that it has not returned the appellant to the status quo ante, and therefore, we deny the agency’s11 renewed motion to dismiss for mootness. The Board retains jurisdiction over the appeal. See Price, 118 M.S.P.R. 222, ¶ 8. The agency has not established that the administrative judge erred in finding that the agency violated the appellant’s due process rights. ¶18On review, the agency also argues that the administrative judge erred in finding that the agency violated the appellant’s due process rights. PFR File, Tab 1 at 13-18. Our reviewing court has held that a deciding official violates an employee’s due process rights when he or she relies upon new and material ex parte information as a basis for a decision on the merits of a proposed charge or the penalty to be imposed. Ward v. U.S. Postal Service, 634 F.3d 1274, 1279-80 (Fed. Cir. 2011); Stone v. Federal Deposit Insurance  Corporation, 179 F.3d 1368, 1376-77 (Fed. Cir. 1999). Further, the Board has held that an employee’s due process right to notice extends to both ex parte information provided to a deciding official and information known personally to the deciding official if the information was considered in reaching the decision and not previously disclosed to the appellant. Solis v. Department  of Justice, 117 M.S.P.R. 458, ¶ 7 (2012). In Stone, the U.S. Court of Appeals for the Federal Circuit identified the following factors to be used to determine if ex parte information is new and material: (1) whether the ex parte information introduced cumulative, as opposed to new, information; (2) whether the employee knew of the information and had an opportunity to respond; and (3) whether the communication was of the type likely to result in undue pressure on the deciding official to rule in a particular manner. Stone, 179 F.3d at 1377. ¶19As discussed above, the administrative judge first concluded that RADM Fears improperly considered an unnoticed deciding official guidance document that included a sentence stating, “[s]ince this action is based on the employee’s inability to perform his duties, reducing the penalty is not an option.” ID at 8-10; I-2 AF, Tab 10 at 17. In this regard, the administrative judge found, among other things, that it was undisputed this information was not provided to the appellant12 and that he was not provided with an opportunity to respond to it; that there was nothing in the notice of proposed removal that would have led even a sophisticated reader to conclude that RADM Fears was considering this instruction; that there was nothing in the nature of the charges rendering the appellant unable to perform his duties and that this instruction inferred that the agency considered unnoticed misconduct; and that given RADM Fears’ admitted inexperience in civilian personnel matters, this instruction would have placed undue pressure on him, especially as Fears testified at his deposition that his decision was “constrained” by this instruction. ID at 9-10; I-2 AF, Tab 25 at 9. ¶20In its petition, the agency argues that RADM Fears stated in an affidavit submitted after his deposition testimony and during the due process hearing that he did in fact consider a lesser penalty but found removal the most appropriate penalty, and that Fears actually disregarded the disputed language. PFR File, Tab 1 at 14; I-2 AF, Tab 14 at 83, Tab 21. However, the administrative judge explicitly acknowledged that although there was evidence in RADM Fears’ Douglas factors checklist and his hearing testimony that he disregarded this instruction and considered a lesser penalty, that evidence “was exceedingly difficult to credit given the agency’s plain instruction to RADM Fears that he could not mitigate the penalty and his conflicting deposition testimony that he was, in fact, constrained by that instruction.” ID at 9. Although the administrative judge did not specifically mention Fears’ affidavit, an administrative judge’s failure to mention all of the evidence and testimony of record does not mean that he did not consider it in reaching his decision, and here, the administrative judge still clearly considered the agency’s argument. 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); ID at 9. Furthermore, 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, and the Board may overturn such13 determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department  of Justice, 288 F.3d 1288, 1301 (Fed. Cir. 2002). Here, the administrative judge thoroughly reviewed the evidence and specifically cited Hillen v. Department  of the Army, 35 M.S.P.R. 453, 458 (1987), in setting forth his credibility determinations. ID at 9. We discern no reason to disturb his well-reasoned findings. See Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 106 (1997) (stating that there is no reason to disturb the initial decision where the administrative judge considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions). ¶21As noted above, the administrative judge also concluded that RADM Fears’ awareness of unnoticed portions of an AR 15-6 investigation into the appellant’s charged conduct violated the appellant’s due process rights because, among other things, Fears used the investigating officer’s negative credibility determinations —in that he essentially called the appellant a liar—as a central reason for sustaining the charged misconduct and because the agency did not provide the appellant notice of Fears’ considerations in this regard. ID at 10-11. On review, the agency maintains that RADM Fears did not review the entire AR 15-6 investigation file and that Fears’ past involvement with investigations provided him with knowledge on what the appellant’s AR 15-6 investigation contained. PFR File, Tab 1 at 17. However, the administrative judge specifically discussed this argument and found, contrary to the agency’s assertions, that Fears was privy to the entire AR 15-6 investigation for multiple reasons. ID at 11 n.1. The agency’s argument simply disagrees with the administrative judge and is thus unavailing. See Yang v. U.S. Postal Service, 115 M.S.P.R. 112, ¶ 12 (2010) (arguments that constitute mere disagreement with the initial decision do not provide a basis to grant the petition for review). ¶22Finally, the agency claims that the appellant had a meaningful opportunity to present his side of the story here because he submitted a written reply to the notice of proposed removal that substantively addressed all of the charges against14 him. PFR File, Tab 1 at 16-17. It asserts that the appellant received all due process that he was entitled to. Id. at 16. However, the agency’s mere disagreement with the administrative judge’s evaluation of the evidence does not establish a basis for review. Broughton  v. Department  of Health and Human Services, 33 M.S.P.R. 357, 359 (1987). ORDER ¶23We ORDER the agency to cancel the removal and retroactively restore the appellant effective May 11, 2022. 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. ¶24We 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. ¶25We 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). ¶26No 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 not15 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). ¶27For 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 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 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 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.16 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. 17 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 the18 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.6 The court of appeals must receive your petition for 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 of19 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. 20 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 Grippando Clerk of the Board Washington, D.C.21 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.
Greene_Daniel_A_AT-0752-22-0418-I-2__Final_Order.pdf
2024-05-09
DANIEL GREENE v. DEPARTMENT OF DEFENSE, MSPB Docket No. AT-0752-22-0418-I-2, May 9, 2024
AT-0752-22-0418-I-2
NP
1,513
https://www.mspb.gov/decisions/nonprecedential/Holliday_Thomas_R_AT-0752-19-0073-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD THOMAS R. HOLLIDAY, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER AT-0752-19-0073-I-1 DATE: May 9, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Thomas R. Holliday , Rupert, Idaho, pro se. Amanda J. Adams , Esquire, and James Hoffman , Esquire, Jacksonville, 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 indefinite suspension based on the suspension of his access to classified information. On petition for review, the appellant argues that the Acknowledgment Order misled him into believing that he would have a hearing at which he could challenge the merits of the agency’s decision to suspend 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). access to classified information. 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). An indefinite suspension lasting more than 14 days is an adverse action appealable to the Board under 5 U.S.C. § 7513(d). 5 U.S.C. § 7512(2); Rogers v. Department  of Defense, 122 M.S.P.R. 671, ¶ 5 (2015). It is well settled that an agency may indefinitely suspend an appellant when his access to classified information has been suspended and he needs such access to perform his job. See Rogers, 122 M.S.P.R. 671, ¶ 5. In such a case, the Board lacks the authority to review the merits of the decision to suspend access. Id. However, the Board retains the authority to review whether (1) the appellant’s position required access to classified information; (2) the appellant’s access to classified information was suspended; and (3) the appellant was provided with the procedural protections specified in 5 U.S.C. § 7513. Id., ¶ 5. In addition, the Board has the authority under 5 U.S.C. § 7701(c)(2)(A) to review whether the agency provided the procedural protections required under its own regulations. Id., ¶ 7. Finally, because a tenured Federal employee has a property interest in continued employment, the Board also may consider whether the agency2 provided minimum due process in taking the indefinite suspension action. See Buelna  v. Department  of Homeland  Security, 121 M.S.P.R. 262, ¶¶ 13–15 (2014) (holding that the Board has the authority to review whether the agency provided due process in taking an indefinite suspension action based on the suspension of a security clearance). The appellant’s petition for review contends that, by issuing an acknowledgment order containing the language “[i]f your appeal is timely filed, and within the Board’s jurisdiction, you have the right to a hearing on the merits of your case,” the administrative judge misled him to believe that, at a hearing, he would have the opportunity to challenge the merits of the reasons underlying the agency’s decision to suspend his access to classified information, and in effect erroneously denied the appellant discovery of relevant information. Petition for Review (PFR) File, Tab 3 at 7-8 (quoting Initial Appeal File (IAF), Tab 2 at 1). The appellant argues that, had he known that the hearing would not address the merits of the agency’s reasons for suspending his access to classified information, he would not have made certain admissions and would have directed his discovery toward the issue of whether the agency provided him with the procedural protections specified in 5 U.S.C. § 7513. PFR File, Tab 3 at 7-8. The appellant was represented below, IAF, Tab 3, but he obtained new representation on petition for review, PFR File, Tab 1 at 5, Tab 3. The appellant’s arguments on petition for review suggest that he is asserting that his representative below erred in failing, when he realized that the hearing before the administrative judge would not include the merits of the decision to suspend his access to classified information, to identify the language of the acknowledgment order regarding a hearing on the merits as allegedly misleading, to redirect discovery, and to have the appellant recant his admissions. PFR File, Tab 3 at 7-8. The failure of the appellant’s representative below to be aware of the scope of the Board’s review in an appeal of an indefinite suspension for loss of access to classified information and to direct the appellant’s admissions and3 discovery in accord with the scope of Board review provides no basis for granting the petition for review. It is well settled that the appellant is responsible for the errors of his chosen representative .  Sofio  v. Internal  Revenue  Service, 7 M.S.P.R. 667, 670 (1981). 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.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.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. 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
Holliday_Thomas_R_AT-0752-19-0073-I-1__Final_Order.pdf
2024-05-09
THOMAS R. HOLLIDAY v. DEPARTMENT OF THE NAVY, MSPB Docket No. AT-0752-19-0073-I-1, May 9, 2024
AT-0752-19-0073-I-1
NP
1,514
https://www.mspb.gov/decisions/nonprecedential/Brooks_Robert_A_SF-1221-17-0131-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT BROOKS, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-1221-17-0131-W-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 Robert Brooks , Green Cove Springs, Florida, pro se. Christina T. Fuentes and Sandra Lizeth Olivares , Washington Navy Yard, 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 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 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 April 8, 2013, the agency appointed the appellant to the position of GS-12 Diving Operations Director for its Ship Repair Unit in Singapore. Initial Appeal File (IAF), Tab 6 at 86. On October 29, 2013, the appellant filed a complaint with the agency’s Inspector General concerning the unauthorized circulation of his résumé among agency staff. IAF, Tab 1 at 27, 52-54. On January 24, 2014, the appellant filed a whistleblower complaint with the Office of Special Counsel (OSC), claiming that the agency retaliated against him for his Inspector General complaint. Id. at 56-65. On June 2, 2014, OSC closed the appellant’s file without taking corrective action, and on August 18, 2014, he filed an IRA appeal. Brooks v. Department of the Navy , MSPB Docket No. SF-1221-14-0751-W-1, Appeal File (0751 AF), Tab 1. The appellant withdrew his appeal, and on September 22, 2014, the administrative judge dismissed it with prejudice. 0751 AF, Tabs 15, 17. Meanwhile, on June 14, 2014, the appellant filed another OSC complaint, alleging several improper actions by the agency and claiming that the agency was trying to compel his resignation. IAF, Tab 1 at 67-80. OSC, which apparently did not construe this as a whistleblower complaint, closed the appellant’s file on October 21, 2014. IAF, Tab 29 at 10-13. The appellant did not file an appeal. Effective February 21, 2015, the appellant resigned from his position, citing various acts of agency malfeasance as the reason for his resignation. IAF, Tab 6 at 89-91. Subsequently, the appellant sought employment with the Department of the Air Force, once in April 2015, and once in October 2015, but he was not selected either time. IAF, Tab 1 at 38-39. On April 27, 2016, the appellant filed a third complaint with OSC, claiming, among other things, that the agency constructively removed him and interfered with the two Department of the Air Force selection processes in retaliation for protected activity. Id. at 19-50. OSC once again closed the2 appellant’s file without taking corrective action. Id. at 17-18. The appellant filed the instant IRA appeal and requested a hearing. Id. at 2, 7-8, 15. After the close of the jurisdictional record, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 61, Initial Decision (ID). Regarding the appellant’s constructive removal claim, she found that he failed to make a nonfrivolous allegation that his resignation was involuntary. ID at 7-10. Regarding the appellant’s claims that the agency interfered with the Department of the Air Force’s selection processes, the administrative judge found that he failed to make a nonfrivolous allegation that his protected activity was a contributing factor. ID at 10-14. Regarding the remainder of the appellant’s claims, the administrative judge dismissed them variously as res judicata or for lack of jurisdiction on the basis that the appellant failed to satisfy the exhaustion requirement. ID at 6, 14-15. The appellant has filed a petition for review, disputing the administrative judge’s analysis of the constructive removal issue and arguing that he was improperly denied discovery that would have allowed him to make a nonfrivolous allegation of contributing factor with respect to the agency’s alleged interference with the Department of the Air Force’s selection processes. Petition for Review (PFR) File, Tab 1. The agency has responded to the petition for review, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. ANALYSIS The appellant has not challenged the administrative judge’s dismissal of the several personnel actions as set forth on pages 6 and 14-15 of the initial decision. We decline to disturb those findings. See 5 C.F.R. § 1201.115 (“The Board normally will consider only issues raised in a timely filed petition or cross petition for review.”). The only three remaining personnel actions are the alleged interference with the April 2015 job application, the alleged interference with the October 2015 job application, and the alleged constructive removal.3 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). Linder v. Department of Justice , 122 M.S.P.R. 14, ¶ 6 (2014). In this case, the administrative judge made no finding as to whether the appellant engaged in protected activity or exhausted his administrative remedies. We find that he did both. The appellant’s October 29, 2013 Inspector General complaint and June 14, 2014 OSC prohibited personnel practice complaint were protected under 5 U.S.C. § 2302(b)(9)(C), and his prior IRA appeal and January 24, 2014 OSC whistleblower complaint were protected under 5 U.S.C. § 2302(b)(9)(A)(i). See Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 10 (2016); Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 12 (2016). Furthermore, the appellant identified his February 21, 2015 “constructive discharge” and the agency’s alleged interference with the April and October 2015 Department of the Air Force selection processes as personnel actions that were in reprisal for his Inspector General and OSC complaints. IAF, Tab 1 at 27, 38-39. Interference with Job Applications The administrative judge found that the appellant was not claiming that his Department of the Air Force nonselections were personnel actions but was instead claiming that the agency interfered with the Department of the Air Force’s selection processes. ID at 10-11. Assuming without deciding that such interference would constitute a personnel action within the Board’s IRA jurisdiction, the administrative judge found that the appellant failed to make a nonfrivolous allegation concerning the contributing factor element of his claim. ID at 10-14. Specifically, she found that the appellant’s theory of contributing factor was based on two facts—that the unnamed Department of the Air Force4 interviewer knew a retired Navy diver, and that a different Navy diver knew of and was the subject of some of the appellant’s protected activity. ID at 11-12. The administrative judge found that the appellant’s theory of contributing factor was “attenuated, insubstantial, and speculative” because it depended on assumptions that the two Navy divers knew each other, they communicated to each other about the appellant, and the diver that the interviewer knew in turn influenced the nonselection. Id. On petition for review, the appellant argues that the agency destroyed or withheld pertinent evidence, and he was denied discovery which might have established the contributing factor element of his case. PFR File, Tab 1 at 6. However, we do not reach this issue. We find that it is immaterial to the outcome of the appeal because the appellant did not make a nonfrivolous allegation that the agency subjected him to a personnel action in connection with his nonselections for positions in the Department of the Air Force. The appellant has been very clear that the personnel actions he is challenging are not the Department of the Air Force’s nonselections per se but his employing agency’s alleged interference in the selection processes. PFR File, Tab 1 at 6; IAF, Tab 1 at 39-40, Tab 56 at 3. There is no indication or even a bare allegation that the Navy diver at issue had any authority to take, direct others to take, recommend, or approve any personnel action against the appellant, which is a prerequisite for a prohibited personnel practice under 5 U.S.C. § 2302(b). It appears that the appellant and this enlisted Navy diver shared the same direct supervisor, and in fact, the appellant alleges that the Navy diver was technically subordinate to him. IAF, Tab 1 at 53, 82, 85, Tab 37 at 10. Even assuming that the Navy diver somehow interfered with the Department of the Air Force’s selection processes, there is simply no basis to find that he was acting in his official capacity, and5 therefore, he could not have subjected the appellant to a prohibited personnel practice.2 See Lopez v. Veterans Administration , 12 M.S.P.R. 187, 191 (1982). As the administrative judge correctly noted, the Board has stated that “blacklisting” could constitute a prohibited personnel practice under 5 U.S.C. § 2302(a)(2)(A). ID at 11 n.6; see Mattil v. Department of State , 118 M.S.P.R. 662, ¶ 23 (2012). However, the alleged blacklisting in Mattil was committed by employees of the respondent agency with respect to employment opportunities within the agency. 118 M.S.P.R. 662, ¶ 23. The allegations in the instant appeal are different because they pertain to a coworker’s alleged denigration of the appellant to officials in another agency. This is not to say that there is no viable reprisal claim available to the appellant. The Department of the Air Force’s nonselection is certainly a personnel action under 5 U.S.C. § 2302(a)(1)(A)(i), and in an IRA appeal with the Department of the Air Force as the respondent, the appellant might be able to prove contributing factor through the Navy diver under a cat’s paw theory. See Aquino v. Department of Homeland Security , 121 M.S.P.R. 35, ¶ 19 (2014). In such a scenario, the nonselection itself would be the personnel action and the selecting official for the Department of the Air Force the alleged retaliating official. However, this is not the claim that the appellant brought. Because the appellant’s coworker’s alleged interference with the selection process at another agency is not a “personnel action” under 5 U.S.C. § 2302(a)(2)(A), we agree with the administrative judge that the Board lacks jurisdiction over these claims. See Kochanoff v. Department of the Treasury , 54 M.S.P.R. 517, 521, (1992). 2 In this regard, this appeal is distinguishable from Cooper v. Department of Veterans Affairs, 2023 MSPB 24. In Cooper, the Board found that the appellant made a nonfrivolous allegation that her former supervisor had the authority to recommend a personnel action, construing the notion of “supervisory or personnel authority . . . quite broadly to include instances where a manager’s recommendation . . . is given some weight and consideration, even if no action was ultimately taken against the employee.” Id., ¶ 11. 6 Constructive Removal To establish IRA jurisdiction over a constructive removal claim, an appellant must show that his resignation was a personnel action within the meaning of 5 U.S.C. § 2302(a)(2)(A). Vaughan v. Department of Agriculture , 116 M.S.P.R. 493, ¶ 8 (2011). Just as in a direct appeal under 5 U.S.C. § 7513(d), a resignation is actionable in an IRA appeal only if the appellant shows that it amounted to a constructive removal. See Bravo v. Department of Veterans Affairs , 83 M.S.P.R. 653, ¶ 12 (1999). The legal standards in both types of appeal are the same. Vaughn, 116 M.S.P.R. 493, ¶ 8. To prove that a resignation amounted to a constructive removal, an appellant must show that he lacked a meaningful choice in the matter and that it was the agency’s wrongful actions that deprived him of that choice. See Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 8 (2013). In this case, the administrative judge found that the appellant failed to make a nonfrivolous allegation that his resignation was involuntary. ID at 8-10. She found that the appellant was alleging constructive removal based on intolerable working conditions but that the working conditions that the appellant alleged were not so intolerable that a reasonable person in his situation would have felt compelled to resign because of them. Id. She reasoned that, although the appellant might have been faced with the choice of resigning and remaining in an unpleasant job, this situation did not mean that his decision to leave was involuntary. ID at 9. On petition for review, the appellant argues that he was denied the opportunity to conduct proper discovery on the issue of his constructive removal. PFR File, Tab 1 at 4-5. However, the Board has found that to be entitled to discovery in an IRA an appellant must first set forth nonfrivolous jurisdictional allegations. Sobczak v. Environmental Protection Agency , 64 M.S.P.R. 118, 122 (1994). Moreover, even assuming that the appellant was improperly denied full discovery on the constructive removal issue, he has not explained with specificity7 what information he hoped to obtain or how such information might have helped him meet his burden of proof. See Sherwood v. Department of Veterans Affairs , 88 M.S.P.R. 208, ¶ 11 (2001); Karapinka v. Department of Energy , 6 M.S.P.R. 124, 127 (1981). The appellant also disputes the administrative judge’s finding that his allegations amounted to a “[d]issatisfaction with work assignments, a feeling of being unfairly criticized, or difficult or unpleasant working conditions [which] are generally not so intolerable as to compel a reasonable person to resign.” PFR File, Tab 1 at 5-6; ID at 9 (quoting Miller v. Department of Defense , 85 M.S.P.R. 310, ¶ 32 (2000)). We agree with the appellant. The administrative judge’s characterization of the events that led to appellant’s resignation is not inaccurate, but it does understate their magnitude. The appellant’s complaints about the way that the agency treated him predate his first protected activity (the October 29, 2013 Inspector General complaint) and even predate his April 8, 2013 appointment. IAF, Tab 1 at 75-77, Tab 37 at 8-9. Although all of these matters would normally be relevant to the issue of whether the appellant was constructively removed, see Heining v. General Services Administration , 68 M.S.P.R. 513, 519-20 (1995) (endorsing a totality-of-the-circumstances approach to the issue of voluntariness), only the ones occurring after the responsible officials became aware of his disclosure would be relevant to the issue of whether he was constructively removed in retaliation for protected activity, see Davis v. Department of Defense , 106 M.S.P.R. 560, ¶ 12 (2007) (finding that a protected disclosure could not be a contributing factor in a personnel action that predated it), aff’d, 278 Fed. App’x 1009 (Fed. Cir. 2008). According to the appellant, the relevant agency officials became aware of his Inspector General complaint no later than December 2013, and after that, his working conditions deteriorated markedly. IAF, Tab 37 at 8-9. Even considering only the matters that occurred in December 2013, and later, we find that the appellant made a nonfrivolous allegation that the agency8 coerced his resignation. He alleged that the agency stripped away his supervisory and other duties, usurped his authority by supervisors passing him over to work with his would-be subordinates, set him up to fail, withheld favorable assignments, and forced him to endure periods of little to no substantive work. IAF, Tab 23 at 20. The appellant further alleged that the agency improperly withheld his promotion to full performance level, delayed giving him his performance plan by 9 months, and even then, failed to give him a proper performance plan. Id. He also alleged that his supervisor and his coworkers exhibited outward hostility towards him, that his supervisor told him that no relief would come from his Inspector General complaint, and that the agency never gave him a performance evaluation, which prevented him from moving to another position in the agency. Id. The appellant supported these general assertions with documentary evidence and specific allegations of fact. IAF, Tab 1 at 78-80, 82, 85, Tab 23 at 12-18, 23-75, Tab 37 at 6-13. The Board and the Federal Circuit have previously found that similar sets of circumstances can support a constructive removal claim.3 E.g., Shoaf v. Department of Agriculture , 260 F.3d 1336, 339-40 (Fed. Cir. 2001); Ragland v. Department of the Army , 84 M.S.P.R. 58, ¶¶ 8-10 (1999); Bravo, 83 M.S.P.R. 653, ¶¶ 13-15; Markon v. Department of State, 71 M.S.P.R. 574, 580-83 (1996). 3 The appellant also alleges that he brought these matters to the agency’s attention prior to his resignation, thereby giving the agency an opportunity to ameliorate the conditions which he claims forced his resignation. IAF, Tab 23 at 16-17; see Bravo, 83 M.S.P.R. 653, ¶ 14 (1999). However, it is not clear whether there might have been other avenues of redress of which the appellant failed to avail himself before resigning. Although an appellant is not necessarily required to pursue all potential avenues of redress before resigning due to intolerable working conditions, see Heining v. General Services Administration, 68 M.S.P.R. 513, 523 (1995), he must at least make reasonable efforts in this regard, see Baker v. U.S. Postal Service , 84 M.S.P.R. 119, ¶ 22 (1999) (finding that the appellant did not prove that his resignation was involuntary when, among other things, he failed to take reasonable steps in seeking redress of the conditions underlying his resignation). Whether the appellant failed to take reasonable steps to seek redress prior to his resignation will likely be an issue on remand.9 Furthermore, not only might a reasonable person feel compelled to resign under these circumstances, but the appellant has made a nonfrivolous allegation that these circumstances were the result of the agency’s wrongful actions. Some of the agency’s alleged actions were wrongful on their face, including its failure to give the appellant a performance plan until 9 months into his tenure and its failure to give him a performance evaluation at any point during his nearly 2 years of service. See 5 C.F.R. §§ 430.206(b)(2) (“Performance plans shall be provided to employees at the beginning of each appraisal period (normally within 30 days).”), 430.208(a) (“As soon as practicable after the rating period a . . . rating of record shall be given to each employee.”). The remainder of the agency’s actions would be wrongful if they were motivated by whistleblower retaliation, as the appellant claims. For these reasons, we find that the appellant made a nonfrivolous allegation that his resignation constituted a personnel action under 5 U.S.C. § 2302(a)(2)(A)(iii). We also find that the appellant made a nonfrivolous allegation that he engaged in protected activity and that at least some of that protected activity, the October 29, 2013 Inspector General complaint, was a contributing factor in the claimed personnel action. Supra pp. 4, 8; IAF, Tab 37 at 8-9. Furthermore, as explained above, we find that the appellant exhausted his administrative remedies with respect to the constructive removal claim. Supra p. 4. Having thus established IRA jurisdiction over his constructive removal claim, the appellant is entitled to a hearing on the merits.4 4 To establish jurisdiction over a constructive removal appeal under 5 U.S.C. chapter 75, an appellant must prove by preponderant evidence that his resignation was tantamount to a forced removal. Garcia v. Department of Homeland Security , 437 F.3d 1322, 1344 (Fed. Cir. 2006) (en banc). An appellant who makes a nonfrivolous allegation of jurisdiction in such an appeal is entitled to a jurisdictional hearing, and an appellant who establishes jurisdiction thereby prevails on the merits of his appeal as well. Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643 (Fed. Cir. 1985); Quiet v. Department of Transportation , 104 M.S.P.R. 292, ¶ 6 (2006). However, in an IRA appeal, an appellant establishes jurisdiction, in relevant part, by making a nonfrivolous allegation that the agency subjected him to a personnel action under 5 U.S.C. § 2302(a)(2)(A). Yunus v. Department of Veterans Affairs , 242 F.3d 1367,10 ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order. In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order.5 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 1371 (Fed. Cir. 2001); 5 C.F.R. § 1201.57(b); see Perkins v. Department of Veterans Affairs, 98 M.S.P.R. 250, ¶ 23 (2005). In an IRA appeal, there is no such thing as a jurisdictional hearing; an appellant who establishes jurisdiction by making the requisite nonfrivolous allegations is entitled to a hearing on the merits. Graves v. Department of Veterans Affairs , 123 M.S.P.R. 434, ¶ 22 (2016). Therefore, the appellant’s nonfrivolous allegation that the agency constructively removed him would not be sufficient to establish jurisdiction over a chapter 75 constructive removal appeal, but it is sufficient to establish jurisdiction over the instant IRA appeal. Whether the appellant can prove by preponderant evidence that his resignation amounted to a constructive removal goes to the merits of his claim. 5 After the close of record on review, the appellant filed a motion for leave to submit an additional pleading in which he requested to submit new information in support of his appeal. PFR File, Tab 9. Because we are remanding this appeal, we deny this motion. The appellant will have the opportunity to submit additional evidence and argument on remand, and, to the extent it is relevant to the issues in this appeal, the administrative judge should consider it.11
Brooks_Robert_A_SF-1221-17-0131-W-1__Remand_Order.pdf
2024-05-08
ROBERT BROOKS v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-1221-17-0131-W-1, May 8, 2024
SF-1221-17-0131-W-1
NP
1,515
https://www.mspb.gov/decisions/nonprecedential/Ayala_EmmanuelAT-0752-23-0043-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD EMMANUEL AYALA, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER AT-0752-23-0043-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Hector Torres , Tampa, Florida, for the appellant. Managing Counsel , 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 for lack of jurisdiction his initial appeal from an unspecified agency 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 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). The administrative judge correctly dismissed the appeal for lack of jurisdiction. ¶2The administrative judge correctly determined that the Board lacks jurisdiction over this matter as an adverse action appeal because the appellant, as a nonpreference-eligible, nonsupervisory, nonmanagerial Postal Service employee, who is not engaged in personnel work, has no adverse action appeal rights. Initial Appeal File, Tab 7, Initial Decision (ID) at 2-4; see Clark v. U.S. Postal Service, 118 M.S.P.R. 527, ¶ 7 (2012).2 Because the appellant failed to make any nonfrivolous allegation to the contrary, the administrative judge also rightly determined the appellant had no right to a hearing. ID at 1; see O’Neal v. U.S. Postal Service , 39 M.S.P.R. 645, 649, aff’d, 887 F.2d 1095 (Fed. Cir. 1989) (Table). The evidence and argument provided by the appellant for the first time on review does not provide a basis for disturbing the initial decision. ¶3The appellant argues for the first time on review concerning an on-the-job injury resulting in hospitalization and incarceration, and he alleges that the agency took several actions, such as placing him in an emergency off-duty status on or about September 14, 2022, and subjecting him to a discriminatory, hostile 2 Because the appellant did not clarify what action he was appealing, the administrative judge assumed that the appellant was attempting to appeal some type of adverse action. ID at 1 n.1.2 environment since at least 2018. Petition for Review File, Tab 1 at 1-14. He asserts that he has not had the “proper time to appeal or respond to the various letter[s] due to the loss of work and countless doctors [sic] appoin[t]ments and court dates.” Id. at 4. He states that since 2018 he has “been removed for exercising [his] right to file numerous complaints[,] greivancies [sic] [and] EEO and labor charges” and that “management will stop at no cost to remove and fire [him] from [his] employment with the Postal Service.” Id. He attaches supporting documentation. Id. at 1-3, 5-14. ¶4The Board generally will not consider an argument or evidence raised for the first time in a petition for review absent a showing that, despite the appellant’s due diligence, was not available prior to the administrative judge’s closing of the record. Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980); Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d). Moreover, 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. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1990); 5 C.F.R. § 1201.115(d). The U.S. Court of Appeals for the Federal Circuit has consistently upheld the Board’s regulatory requirement that parties must raise arguments before the assigned administrative judge, or the full Board may properly decline to review those arguments. McClenning v. Department of the Army , 2022 MSPB 3, ¶ 11 (2022). ¶5Here, because the appellant has not established that his allegations about the agency’s actions were based on any previously unavailable evidence, they cannot be considered as new under 5 C.F.R. § 1201.115(d); thus, we need not consider them. See Banks, 4 M.S.P.R. at 271; 5 C.F.R. § 1201.115(d) (providing that evidence is new when it contains information that is unavailable despite due diligence when the record closed). Regardless, the appellant’s evidence and argument on review is not of sufficient weight to change the outcome of this appeal because none of it shows that he is the type of Postal Service employee3 who may appeal an adverse action or establishes any other basis for Board jurisdiction. ID at 2-4; see Clark, 118 M.S.P.R. 527, ¶ 7. To the extent that the appellant claims he has suffered retaliation for filing complaints, grievances, and “EEO and labor charges,” such claims are not a source of Board jurisdiction, and Postal Service employees lack individual right of action (IRA) appeal rights. See Hicks v. U.S. Postal Service , 114 M.S.P.R. 232, ¶ 13 (2010) (holding that a Postal Service employee’s allegations of prohibited personnel practices under 5 U.S.C. § 2302(b)(1) and (9) do not confer jurisdiction on the Board in the absence of an otherwise appealable action); Matthews v. U.S. Postal Service , 93 M.S.P.R. 109, ¶ 13 (2002) (stating that Postal Service employees may not file IRA appeals under 5 U.S.C. § 1221 because they are not covered by the Whistleblower Protection Act). 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
Ayala_EmmanuelAT-0752-23-0043-I-1__Final_Order.pdf
2024-05-08
EMMANUEL AYALA v. UNITED STATES POSTAL SERVICE, MSPB Docket No. AT-0752-23-0043-I-1, May 8, 2024
AT-0752-23-0043-I-1
NP
1,516
https://www.mspb.gov/decisions/nonprecedential/Allen_JericDC-0714-21-0128-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JERIC ALLEN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-0714-21-0128-I-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 Jeric Allen , Durham, North Carolina, pro se. Winnie Jordan Reeves , Winston-Salem, North Carolina, 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 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). 2 BACKGROUND The appellant was removed from the position of Food Service Worker, WG-3, effective November 13, 2019, under the authority of 38 U.S.C. § 714, the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017, based on three charges. He filed a formal equal employment opportunity (EEO) complaint alleging that his removal was in retaliation for his prior EEO activity, and the agency issued a final agency decision finding that the appellant had failed to prove his claim. Initial Appeal File (IAF), Tab 7-15. The appellant then filed this mixed case appeal. IAF, Tab 1. On January 28, 2021, the parties held a telephonic status conference and agreed upon extending the discovery deadlines. IAF, Tab 12 at 3. The administrative judge set a deadline for prehearing submissions of April 5, 2021, and scheduled a prehearing conference for April 9, 2021.2 Id. The appellant additionally raised an affirmative defense of disability discrimination, and the administrative judge ordered him to submit supporting evidence by March 26, 2021. IAF, Tab 13 at 8. The appellant did not respond to the affirmative defense order. On March 29, 2021, the administrative judge scheduled a hearing date and ordered the parties to participate in a test of the video conference system. IAF, Tab 15 at 1, 3.3 The parties were ordered to contact the administrative judge’s paralegal to schedule a time to conduct the test at least 1 week before the scheduled hearing on April 13, 2021. Id. at 3. The appellant failed to contact the paralegal or respond to her phone calls and emails regarding the test conference. IAF, Tab 17 at 2. Moreover, the appellant failed to submit prehearing submissions, which were due by April 5, or appear for the prehearing conference 2 The administrative judge originally scheduled the prehearing conference for April 7 but subsequently rescheduled it for April 9, 2021. IAF, Tab 14 at 1. 3 Although the deadline to respond to the affirmative defense order had passed, the administrative judge made no mention of the missed deadline in this order. IAF, Tab 15 at 1-3. 3 scheduled for April 9, 2021. Id. at 1-2. As such, the administrative judge ordered the appellant to show cause as to why the appeal should not be dismissed for failure to prosecute. Id. at 1-3. The appellant similarly failed to respond to this order. The administrative judge subsequently issued an initial decision dismissing the appeal for failure to prosecute. IAF, Tab 18, Initial Decision (ID) at 1. Specifically, the administrative judge found that the appellant failed to file prehearing submissions, participate in the prehearing conference, respond to the affirmative defense order, participate in the video conference testing, or respond to the final show cause order regarding sanctions. ID at 3-4. The appellant has filed a petition for review alleging that he was hospitalized and incapacitated from April 4 through April 12, 2021. Petition for Review (PFR) File, Tab 1 at 4, 6. He provided medical documentation supporting his hospitalization. PFR File, Tab 1 at 6, Tab 5 at 5. The agency has responded to his petition for review. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW 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). 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 his efforts to comply. Id. The severe sanction of dismissal with prejudice for failure to prosecute an appeal should not be imposed when a pro se appellant has made incomplete responses to the Board’s orders but has not exhibited bad faith or evidenced any intent to abandon his appeal, and appears confused by Board procedures. Id. Furthermore, the failure to obey a single order does not ordinarily justify dismissal for failure to prosecute. Id. 4 The administrative judge found that the appellant failed to file prehearing submissions, participate in the prehearing conference, respond to the affirmative defense order, participate in the video conference testing, or respond to the final show cause order regarding sanctions. ID at 3-4. However, the appellant’s evidence demonstrates that he was unexpectedly hospitalized from April 4-12, 2021, which period included the deadline for the prehearing submissions and the date of the prehearing conference. IAF, Tab 12 at 3; PFR File, Tab 1 at 6. The appellant’s hospitalization began prior to and continued through the deadline for contacting the administrative judge’s paralegal to test the video conference system. IAF, Tab 15 at 3; PFR File, Tab 1 at 6. Although the paralegal attempted to contact the appellant via phone and email, it is unclear when these attempted contacts occurred or whether the appellant was already hospitalized at that time. IAF, Tab 17 at 2. Thus, we find that the appellant was hospitalized on the occasions he failed to prosecute his appeal, except regarding his failure to respond to the affirmative defense order and the final order to show cause. IAF, Tab 13 at 8, Tab 17 at 2; PFR File, Tab 1 at 6. Under the circumstances of this appeal, we find that the sanction of dismissal for failure to prosecute is not warranted. The Board has found that an appellant’s medical treatment can represent good cause for a failure to comply with an administrative judge’s orders. Monley v. U.S. Postal Service , 74 M.S.P.R. 27, 29-30 (1997); see also Reynolds v. Department of Transportation, 17 M.S.P.R. 564, 566 (1983) (reversing a dismissal for failure to prosecute when the appellant missed the hearing due to medical reasons). Moreover, the Board has found dismissal for failure to prosecute to be inappropriate when, although the appellant failed to respond to some orders and missed a prehearing conference, he nonetheless participated in an earlier status conference and responded to other orders, and his conduct, although unresponsive and incomplete, did not exhibit bad faith or evidence an intent to abandon the appeal. Wiggins v. Department of the Air Force , 113 M.S.P.R. 443, ¶¶ 12-14 5 (2010). The appellant here responded to a timeliness show cause order, participated in an earlier status conference, and provided responses to the agency’s discovery requests. IAF, Tab 7, Tab 12 at 1, Tab 16 at 12-23. We therefore find that the appellant’s unresponsiveness to the two orders, in light of his prior participation in the appeal and subsequent hospitalization, does not evidence bad faith or an intent to abandon his appeal. See Wiggins, 113 M.S.P.R. 443, ¶¶ 12-14. Further bolstering this finding is the appellant’s medical evidence, which suggests that his hospitalization stemmed from an altered mental status. PFR File, Tab 5 at 5.4 Moreover, the appellant’s hospital discharge summary recommends multiple follow-up visits for continued treatment. PFR File, Tab 1 at 6. As such, the record suggests that the appellant may have suffered from various health effects leading up to and following his hospitalization. Given that the deadline to respond to the affirmative defense order fell just 9 days before his hospitalization, and the deadline to respond to the final show cause order was 1 week after his discharge, we find that the appellant’s failure to respond to these two orders did not represent an intent to abandon his appeal. See Wiggins, 113 M.S.P.R. 443, ¶¶ 13-14 (reversing a dismissal for failure to prosecute when the appellant failed to obey two orders from the administrative judge). In remanding this appeal, we note that appellants are expected to comply with all orders issued by the Board’s administrative judges. Id., ¶ 15. Accordingly, on remand, the appellant must be more 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. Id. The 4 These documents, which predate the issuance of the initial decision, were submitted as part of a reply to the agency’s response to the petition for review. As such, they were untimely by 2 days. PFR File, Tab 2 at 1, Tabs 3, 7; see 5 C.F.R. §§ 1201.23, 1201.114(e). The agency has not objected to these documents or claimed any prejudice. In these circumstances, given what the records indicate regarding the appellant’s medical conditions and mental state, we exercise our discretion to consider them. See 5 C.F.R. § 1201.114(g). 6 administrative judge on remand should provide the appellant with an opportunity to explain his failure to respond to the affirmative defense order, which was due prior to the appellant’s hospitalization. Should the appellant fail to justify this specific failure to respond, the administrative judge may impose various sanctions, if any, as appropriate. See Simon v. Department of Commerce , 111 M.S.P.R. 381, ¶ 14 (2009) (discussing various sanctions appropriate for an appellant’s failure to respond to an affirmative defense order); 5 C.F.R. § 1201.43. Finally, the appellant has filed a motion to stay the proceedings until he has recovered. PFR File, Tab 5 at 1. Given the passage of time and the ill-defined recovery period, and the fact that we are remanding this appeal, we decline to rule on this motion. On remand, the administrative judge should gather more information as necessary and rule on the motion. 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.
Allen_JericDC-0714-21-0128-I-1__Remand_Order.pdf
2024-05-08
JERIC ALLEN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DC-0714-21-0128-I-1, May 8, 2024
DC-0714-21-0128-I-1
NP
1,517
https://www.mspb.gov/decisions/nonprecedential/Yancey_Carol_D_AT-1221-22-0134-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CAROL D. YANCEY, Appellant, v. DEPARTMENT OF THE INTERIOR, Agency.DOCKET NUMBER AT-1221-22-0134-W-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 David R. Schleicher , Esquire, Waco, Texas, for the appellant. Lindsey Ann Gotkin , 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 denied her request for corrective action in her individual right of action (IRA) appeal. 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). DISCUSSION OF ARGUMENTS ON REVIEW The appellant is a GS-12 Budget Analyst with over 32 years of Federal service. Initial Appeal File (IAF), Tab 1 at 1. In or around January 2020, the Acting Superintendent at the appellant’s worksite asked her to sign a direct charge authorization (DCA) form certifying the availability of funds for a site visit. IAF, Tab 6 at 18-19, 23. The appellant initially returned the form to the Acting Superintendent unsigned, then returned a copy with three X’s instead of her signature, and later, after the Acting Superintendent again asked the appellant to sign her name to the form, she stated, “I can’t be forced signed anything not required or that I don’t feel comfortable signing.” Id. at 24-38. On February 10, 2020, the Acting Superintendent reprimanded the appellant for failing to sign the DCA form and for failing to follow the agency’s leave requesting procedures. Id. at 18-21. The appellant filed this IRA appeal alleging that the letter of reprimand was retaliatory for refusing to obey an order that would require her to violate a law, rule, or regulation in violation of 5 U.S.C. § 2302(b)(9)(D). IAF, Tab 1. After finding jurisdiction over the appeal, IAF, Tab 11, the administrative judge held a hearing on the merits, IAF Tab 30. In an initial decision, the administrative judge found that the appellant exhausted some, but not all, of her allegations before the Office of Special Counsel (OSC) and that she failed to prove by preponderant evidence that her supervisor’s order would have required her to violate a law, rule, or regulation.2 IAF, Tab 32, Initial Decision (ID). Accordingly, he denied corrective action. ID at 13. 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, 3, 7. 2 The administrative judge found that the reasonable belief standard contained in 5 U.S.C. § 2302(b)(8) does not apply to claims under 5 U.S.C. § 2302(b)(9)(D). IAF, Tab 32, Initial Decision at 12-13. We agree with the administrative judge’s finding for the reasons stated in the initial decision.2 On review, the appellant argues that the administrative judge erred in finding that she did not exhaust all of her claims before OSC. PFR File, Tab 1 at 19-21. She asserts that, at the hearing, the administrative judge instructed the appellant not to introduce testimony regarding exhaustion because it was not in dispute and because the agency stipulated that the appellant had exhausted her administrative remedies. Id. at 4, 19-24 (citing Hearing Transcript at 119:6-14). The appellant attaches several documents to her petition for review and asserts that the documents prove that all claims were exhausted before OSC. Id. at 24, 202-36. Further, the appellant argues that the administrative judge erred in finding that she failed to prove that her supervisor’s order would have required her to violate a law, rule, or regulation. Id. at 24-28. She notes that the administrative judge did not address testimony from multiple witnesses in concluding that the agency rule cited by the appellant did not apply and, further, that he did not address the appellant’s argument that the name on the donation account at issue specified that the funds were for use at a different national park, in violation of law, rule, or regulation. Id. We find that the administrative judge erred in concluding that the appellant failed to exhaust her claims with OSC. ID at 7-10. As an initial matter, exhaustion is a legal conclusion to which parties cannot stipulate. See King v. Department of Veterans Affairs , 105 M.S.P.R. 21, ¶ 16 n.2 (2007) (stating that, although parties may stipulate to facts, they may not stipulate to legal conclusions). Although we agree with the appellant that the administrative judge should have permitted testimony on the issue of exhaustion, there is sufficient evidence in the existing record to find that the appellant exhausted her administrative remedies as to all of her claims, as set forth below. An appellant in an IRA appeal must exhaust her administrative remedies by seeking corrective action from OSC before seeking corrective action from the Board. 5 U.S.C. § 1214(a)(3). The substantive requirements of exhaustion are met when an appellant provided OSC with a sufficient basis to pursue an3 investigation; however, an appellant may give a more detailed account of her whistleblowing activity before the Board than she did to OSC. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10 (2022). An appellant may demonstrate exhaustion through her 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. Exhaustion must be proved by preponderant evidence. Id.; 5 C.F.R. § 1201.57(c)(1). In its close out letter, OSC summarized that the appellant alleged that the agency retaliated against her because she “refused to sign the Direct Charge Authorization form because the form was improper and the funds and the account being used as indicated on the form violated federal law and agency rules and regulations.” IAF, Tab 1 at 17. Before the administrative judge, the appellant asserted 12 explanations as to why she believed the DCA form was improper. IAF, Tab 4 at 6-7. The administrative judge found that only nine explanations that were explicitly raised with OSC were exhausted. ID at 7-9. We disagree. The appellant notified OSC of the basis of her complaint, i.e., that the agency retaliated against her for refusing to obey an order which she believed to violate a law, rule, or regulation. IAF, Tab 1 at 17-18. Appellants are permitted to provide more detail at the Board than they did to OSC. Chambers, 2022 MSPB 8, ¶ 10. We find that the explanations raised in the proceedings before the administrative judge are substantively similar to those that the appellant explicitly raised with OSC. Compare IAF, Tab 1 at 15-18, with IAF, Tab 4 at 6-7. Based on the appellant’s communications with OSC, we find that OSC had a sufficient basis to pursue an investigation of her claims and she therefore satisfied her4 burden to prove exhaustion.3 On remand, the administrative judge shall adjudicate these claims on the merits. On review, the appellant has also challenged the administrative judge’s conclusion that she failed to prove that her supervisor’s request to sign the DCA form would have violated an agency rule, Director’s Order # 21, asserting that the administrative judge disregarded testimony from several witnesses that supported her claim. PFR File, Tab 1 at 24-25. Although the administrative judge may have implicitly considered the witness testimony in making his findings, the initial decision does not explicitly discuss it. ID at 10-12. On remand, the administrative judge shall make explicit findings, including credibility findings, if necessary, as to the effect of the witness testimony on the appellant’s argument that her supervisor’s order violated an agency rule. 3 Because we find that the record before the administrative judge was sufficient to prove exhaustion, we have not considered the documents attached to the appellant’s petition for review, which do not appear to have been filed before the administrative judge. PFR File, Tab 1 at 202-36. Accordingly, we do not decide if the documents constitute new and material evidence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 213-14 (1980) (stating that the Board generally 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 before the administrative judge despite the party’s due diligence).5 ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication in accordance with this Remand Order.4 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 4 In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order.6
Yancey_Carol_D_AT-1221-22-0134-W-1__Remand_Order.pdf
2024-05-08
CAROL D. YANCEY v. DEPARTMENT OF THE INTERIOR, MSPB Docket No. AT-1221-22-0134-W-1, May 8, 2024
AT-1221-22-0134-W-1
NP
1,518
https://www.mspb.gov/decisions/nonprecedential/White_Mrs.__Beverly_A_DA-0831-22-0375-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BEVERLY A. WHITE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-0831-22-0375-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Mrs. Beverly Ann White , Houston, Texas, pro se. Tanisha Elliott Evans , 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 decision of the Office of Personnel Management (OPM) denying her application for deferred annuity benefits under the Civil Service Retirement System (CSRS). 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,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). We find no reason to disturb the administrative judge’s decision that the appellant did not meet her burden of proving entitlement to a deferred annuity under CSRS by a preponderance of the evidence. Initial Appeal File (IAF), Tab 20, Initial Decision (ID) at 11. On review, the appellant challenges the administrative judge’s allocation of the burden of proof and re-raises her argument that OPM business records showing that she applied for a refund of her CSRS contributions and that a refund was authorized are not entitled to substantial weight.3 Petition for Review (PFR) File, Tab 1 at 5-18, 29. Because 2 The appellant has challenged Vice Chairman Limon’s impartiality with respect to her case because of his past employment as an attorney for OPM. Petition for Review (PFR) File, Tab 1 at 17-18; see Board Members, https://www.mspb.gov/About/members.htm (last visited May 8, 2024). The Board looks to the disqualification standards Congress established for the Federal judiciary at 28 U.S.C. § 455, which requires recusal “in any proceedings in which [the judiciary’s] impartiality might be reasonably questioned.” 28 U.S.C. § 455(a); see Baker v. Social Security Administration , 2022 MSPB 27, ¶ 7. Vice Chairman Limon was not employed by OPM during the relevant time frame; and even if he had been, the appellant has offered no specifics regarding the purported conflict of interest. PFR File, Tab 1 at 17-18. Therefore, Vice Chairman Limon has not recused himself from this case. 3 The appellant also argues that the administrative judge denied her right to cross-examine OPM regarding its business records at the hearing. PFR File, Tab 12 the administrative judge correctly applied the law to the facts of the case, we affirm the initial decision. ID at 11; see Rint v. Office of Personnel Management , 48 M.S.P.R. 69, 72, aff’d, 950 F.2d 731 (Fed. Cir. 1991) (Table). To the extent that the appellant has submitted new arguments on review, we decline to consider them because she has not shown that they are based on new and material evidence not previously available despite her due diligence. See Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 34 n.10; Banks v. Department of the Air Force, 4 M.S.P.R. 268, 271 (1980). On review, the appellant also presents 10 letters from friends and family speaking to her character. PFR File, Tab 1 at 19-28. We decline to consider this evidence submitted for the first time with her petition for review because the appellant has not shown that it was unavailable before the close of the record before the administrative judge despite her due diligence. See Chin v. Department of Defense , 2022 MSPB 34, ¶ 8; Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). In addition, this evidence is not of sufficient weight to warrant an outcome different from that of the initial decision. See Spivey v. Department of Justice , 2022 MSPB 24, ¶ 15; Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980). The administrative judge did not find that the appellant’s character was lacking or that her testimony was not credible. ID at 11. Rather, the administrative judge correctly applied the well-established principle that OPM records, maintained in the ordinary course of business, typically outweigh an appellant’s uncorroborated testimony that she never received a refund. ID at 11; see Rint, 48 M.S.P.R. at 72. Thus, we affirm the initial decision. at 11. However, we note that an OPM representative was present at the hearing in a representative capacity and not as a witness. IAF, Tab 17, Hearing Recording. The appellant did not avail herself of the opportunity to submit a written list of requested witnesses in response to the administrative judge’s order. IAF, Tab 7 at 2-3. 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 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.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 any5 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’s6 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. 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
White_Mrs.__Beverly_A_DA-0831-22-0375-I-1__Final_Order.pdf
2024-05-08
BEVERLY A. WHITE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-0831-22-0375-I-1, May 8, 2024
DA-0831-22-0375-I-1
NP
1,519
https://www.mspb.gov/decisions/nonprecedential/Wade_Joseph_E_AT-1221-20-0341-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSEPH E. WADE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-20-0341-W-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 Joseph E. Wade , Miami, Florida, pro se. Joved Gonzalez-Rivera , Esquire, Mayaguez, Puerto Rico, 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, REVERSE 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 March 1, 2020, the appellant, a WS-2 Housekeeping Aid Supervisor, filed an appeal with the Board alleging that the agency had wrongfully conspired to terminate him from his position. Initial Appeal File (IAF), Tab 1 at 3, Tab 3 at 78. The appellant averred that he had received a notice of proposed removal on February 28, 2020. IAF, Tab 3 at 5. The appellant also alleged that the agency had done the following: (1) discriminated against him; (2) concealed reports of on-duty employee drug usage; (3) concealed health code violations that resulted in wrongful death(s); (4) provided false information about him to the agency’s Office of the Inspector General (OIG); (5) misplaced evidence relevant to his innocence; (6) violated departmental procedures; and (7) slandered and/or defamed him. IAF, Tab 1 at 5. With his initial filings, the appellant submitted documents pertaining to an agency police investigation into allegations against him involving on-the-job sexual misconduct, e.g., IAF, Tab 3 at 12-15, as well as a partially truncated January 2, 2020 newspaper article seemingly regarding the investigation into the same, id. at 98, 100-01. The appellant also provided a copy of an undated complaint that he had filed with the Office of Special Counsel (OSC) wherein he had alleged, among other things, retaliation for whistleblowing. IAF, Tab 4 at 13-37. The appellant requested a hearing on the matter. IAF, Tab 1 at 2. The administrative judge issued a show cause order wherein she explained that, insofar as the agency had, to date, merely proposed to remove the appellant, the Board lacked jurisdiction over the matter as an adverse action appeal. IAF, Tab 7 at 1-2. She ordered the appellant to file evidence and argument as to the basis of the Board’s jurisdiction. Id. at 2. In response, the appellant filed a pleading that suggested that he had intended to file an IRA appeal. IAF, Tab 12 at 4, 13. However, the pleading also referenced both the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) and the Veterans2 Employment Opportunities Act (VEOA).2 Id. at 13. Thereafter, the administrative judge issued a jurisdictional order wherein she explained the circumstances under which the Board has jurisdiction to adjudicate IRA appeals; however, the order did not address the Board’s jurisdiction under either USERRA or VEOA. IAF, Tab 13 at 2-8. In response, the appellant provided three letters from OSC, including a March 11, 2020 close-out letter that provided him with his Board appeal rights. IAF, Tab 15 at 4-10. Without holding the appellant’s requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 30, Initial Decision (ID) at 1, 11. In so doing, she found that the appellant had failed to exhaust his administrative remedies with OSC regarding either (1) his purported protected disclosures or (2) the personnel action at issue in his Board appeal, i.e., his proposed removal. ID at 7-9 & n.8. She further concluded that the appellant had failed to make a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8) insofar as the appellant’s characterization of his disclosures was “too vague and non-specific.” ID at 9-11. She also implicitly concluded that the appellant had failed to make a nonfrivolous allegation that he had engaged in protected activity under 5 U.S.C. § 2302(b)(9). ID at 10. The appellant has filed a petition for review, the agency has filed a response, and the appellant has filed a reply to the agency’s response. Petition for Review (PFR) File, Tabs 1, 5, 7.3 2 Standard Form 50s included in the record indicated that the appellant is a disabled veteran. E.g., IAF, Tab 3 at 78. The appellant also averred on his initial appeal form that he is a “DISABLED SERVICE CONNECTED VETERAN.” IAF, Tab 1 at 5 (punctuation as in original). 3 With his reply, the appellant provides additional documents, to include general information about the Board and OSC, information regarding his prior Board filings, and various email communications. PFR File, Tab 7 at 4-14, 18-23. The appellant has briefly annotated some of these documents. E.g., id. at 8-9. We find that the documents are not material to the jurisdictional issue, and we do not decide whether they constitute “new,” previously unavailable evidence. See 5 C.F.R. §§ 1201.114(a)3 DISCUSSION OF ARGUMENTS ON REVIEW To establish jurisdiction in a typical IRA appeal, an appellant must show by preponderant evidence4 that he exhausted his 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 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). Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶ 8 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39. A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). The U.S. Court of Appeals for the Federal Circuit has found that, in the context of an IRA appeal, 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). Any doubt or ambiguity as to whether the appellant made nonfrivolous jurisdictional allegations should be resolved in favor of affording the appellant a hearing . Grimes v. Department of the Navy , 96 M.S.P.R. 595, ¶ 12 (2004). Whether the appellant’s allegations can be proven on the merits is not part of the jurisdictional inquiry. Lane v. Department of Homeland Security , 115 M.S.P.R. 342, ¶ 12 (2010). We find that the appellant made nonfrivolous allegations of two protected disclosures under 5 U.S.C. § 2302(b)(8) and showed that he exhausted these claims with OSC. The appellant referenced numerous disclosures in his filings before the administrative judge. IAF, Tab 1 at 5, Tab 3 at 2-3, Tab 4 at 20-21. However, in (4), 1201.115(d). 4 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).4 her initial decision, the administrative judge concluded that the appellant’s assertions were “too vague and non-specific” to amount to a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8). ID at 10-11. We disagree. 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 and safety. 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 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 any of the conditions set forth in 5 U.S.C. § 2302(b)(8). Id., ¶ 5. The disclosures must be specific and detailed, not vague allegations of wrongdoing. Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 6 (2016). In determining whether an appellant has made a nonfrivolous allegation in an IRA appeal, the Board may consider matters incorporated by reference, matters integral to the appellant’s claim, and matters of public record. Hessami, 979 F.3d at 1369 n.5. The appellant made a nonfrivolous allegation that he made a protected disclosure to the Occupational Safety and Health Administration (OSHA). In his filings before the administrative judge, the appellant referenced health code violations and he asserted that he had made disclosures regarding “[v]iolations of public safety” and “[e]ndangering patients’ safety.” IAF, Tab 1 at 5, Tab 3 at 2. He also referenced an OSHA complaint(s), IAF, Tab 4 at 9, and provided a letter from OSC indicating that he had alleged that he had been retaliated against for having made a report to OSHA, IAF, Tab 15 at 4. In a prior Board appeal adjudicated by the same administrative judge, the appellant submitted an OSHA complaint wherein he disclosed the following:5 (1) the agency’s purported contamination of storm drains; (2) the agency’s intermixing of biohazardous waste with regular trash; (3) unsecured biohazardous waste containers; and (4) unsanitary conditions in patient rooms that led to an “EXTREMELY HIGH RISE IN PATIENTS DEATHS.” Wade v. Department of Veterans Affairs , MSPB Docket No. AT-3443-19-0380-I-1, Initial Appeal File (0380 IAF), Tab 5 at 43 (grammar and punctuation as in original).5 Although the complaint is undated, we can surmise that the appellant filed the same on or about April 6, 2019, when OSHA apparently referred the appellant to the Environmental Protection Agency. Id. at 86-88. We find that, through this complaint, the appellant may reasonably have believed that he had disclosed a substantial and specific danger to public health and safety. See Chavez v. Department of Veterans Affairs , 120 M.S.P.R. 285, ¶¶ 19-20 (2013) (concluding that an appellant’s disclosure that medical carts were not properly cleaned and restocked constituted a protected disclosure of a substantial and specific danger to public health and safety); see also Easterbrook v. Department of Justice , 85 M.S.P.R. 60, ¶ 8 (2000) (concluding that the appellant made a protected disclosure when he notified OSHA that there were dead pigeons and pigeon excrement in his workplace). Thus, we find that the appellant made a nonfrivolous allegation of a protected disclosure vis-à-vis his OSHA complaint. Moreover, insofar as OSC’s preliminary determination letter specifically references the appellant’s report with OSHA, we find that the appellant exhausted his administrative remedies regarding this disclosure. IAF, Tab 15 at 4. 5 Although the appellant submitted this document in another Board appeal, he referenced both his OSHA complaint and patient safety in his pleadings for this matter; thus, we find that it is appropriate to consider this filing. See Hessami, 979 F.3d at 1369 n.5. 6 The appellant made a nonfrivolous allegation that he made a protected disclosure on August 19, 2019. The appellant asserted that he made a series of disclosures to both agency management and agency police on August 19, 2019.6 IAF, Tab 4 at 20-21. Although the appellant’s description of the majority of his August 19, 2019 disclosures was both vague and conclusory, read together, we interpret his filings as alleging that, on this date, he disclosed to agency management and agency police drug-related criminal activity at the agency, to include his having witnessed agency employees under the influence of illegal narcotics while on duty. IAF, Tab 1 at 5, Tab 3 at 2-3, Tab 4 at 20-21, 31. We find that this assertion amounted to a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8). See Berkley v. Department of the Army , 71 M.S.P.R. 341, 351-52 (1996) (concluding that the appellant’s allegation that he had witnessed an apparent theft while on duty constituted a nonfrivolous allegation of a disclosure of a violation of law). Insofar as the appellant provided documentation showing that he referenced this purported August 19, 2019 disclosure in his OSC complaint, we find that he showed that he exhausted his administrative remedies regarding the same. IAF, Tab 4 at 20; see Mudd, 120 M.S.P.R. 365, ¶ 12 (explaining that an appellant can demonstrate exhaustion by providing, among other things, an OSC complaint). The appellant made nonfrivolous allegations that he engaged in protected activity under 5 U.S.C. § 2302(b)(9), and he showed that he exhausted his administrative remedies regarding this activity. The appellant averred before the administrative judge that he had disclosed information to the following entities: (1) the Department of Veterans Affairs 6 The appellant also alleged that he had made these same disclosures to “EEO.” IAF, Tab 3 at 2, Tab 4 at 21. However, reprisal for exercising an equal employment opportunity (EEO) right is a prohibited personnel practice under 5 U.S.C. § 2302(b)(9), not 5 U.S.C. § 2302(b)(8). See Linder v. Department of Justice , 122 M.S.P.R. 14, ¶¶ 7, 10 (2014). Accordingly, we have considered the appellant’s EEO-related assertions herein as allegations of protected activity under 5 U.S.C. § 2302(b)(9). 7 Office of Accountability and Whistleblower Protection (OAWP)/OIG; (2) the agency’s Office of Resolution Management (ORM)/“EEO”;7 (3) “HHP”;8 and (4) the Board. IAF, Tab 18 at 4. In her initial decision, the administrative judge acknowledged that the appellant had submitted correspondence from both OAWP and OIG, and had provided a copy of a complaint alleging employment discrimination. ID at 10. She did not, however, render an explicit finding as to whether the appellant made a nonfrivolous allegation that he engaged in any protected activity as a result of this activity; rather, she implicitly concluded that the appellant could not have satisfied the subject jurisdictional criterion because his communications with these entities “appear[ed] to contain the appellant’s grievances concerning his proposed removal and allegations of discrimination because of his protected status.” Id. We disagree with this conclusion. The appellant engaged in protected activity through his disclosure of information to OAWP/OIG. Under 5 U.S.C. § 2302(b)(9)(C), an employee engages in protected activity when he cooperates with or discloses information to an agency’s OIG (or any other component responsible for internal investigation or review) in accordance with applicable provisions of law . Thus, if an appellant’s disclosure of information to such an entity was lawful, the substance of the disclosure is not material to whether the appellant has satisfied the subject jurisdictional criterion.9 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), any disclosure 7 ORM, which offered alternative dispute resolution for, among other things, equal employment opportunity (EEO) matters, is now the agency’s Office of Resolution Management, Diversity & Inclusion. See https://www.va.gov/ormdi/ (last visited May 8, 2024). We surmise that the appellant’s purported disclosures to both ORM and “EEO” were one and the same, i.e., his EEO -related complaints. 8 The appellant neither identified “HHP” nor discernably alleged any disclosures made thereto. We surmise, however, that he was referring to the agency’s Harassment Prevention Program, which is a subcomponent of the agency’s Office of Resolution Management, Diversity & Inclusion that is referred to on the agency’s website as “HPP.” See https://www.va.gov/ORMDI/HPP.asp (last visited May 8, 2024).8 of information to OIG is protected regardless of its content as long as such disclosure is made in accordance with applicable provisions of law). Here, the appellant alleged that he disclosed information to OAWP, an agency component responsible for internal investigation and review. IAF, Tab 18 at 4; see 38 U.S.C. § 323(c)(1)(H). Indeed, he provided an email summarizing an initial series of disclosures that he made to OAWP on October 28, 2019, IAF, Tab 4 at 4-5, as well as a January 14, 2020 email evincing that OIG had accepted for investigation some of his allegations, thereby closing OAWP’s investigation, id. at 41. The appellant’s filings also indicated that he made subsequent, additional disclosures to OAWP. Id. at 42-47. Accordingly, we find that the appellant made a nonfrivolous allegation that he engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C) through his disclosure of information to OAWP.10 Insofar as the appellant provided correspondence with OSC evincing that he raised this protected activity with OSC, we also find that he showed by preponderant evidence that he exhausted his administrative remedies regarding the same. IAF, Tab 15 at 4, 9. The appellant made a nonfrivolous allegation of protected activity through one of his prior equal employment opportunity (EEO)/ORM complaints. Protected activity under 5 U.S.C. § 2302(b)(9)(A)(i) includes “the exercise of 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)].” 5 U.S.C. § 2302(b)(9)(A)(i) (emphasis added). Thus, an EEO complaint may be 9 However, the nature of an appellant’s disclosures may be relevant at the merits stage of an IRA appeal, when an appellant must prove the contributing factor element by preponderant evidence and the agency can defend itself by providing clear and convincing evidence that it would have taken the same personnel action absent the protected activity. See Fisher, 2023 MSPB 11, ¶ 8 n.1; see also Corthell , 123 M.S.P.R. 417, ¶ 13 (setting forth the elements and burden of proving the merits of an IRA appeal based on a claim of reprisal for perceived activity under 5 U.S.C. § 2302(b)(9)(C)). 10 We are unable to distill from the appellant’s filings any allegations that he disclosed information directly to the agency’s OIG.9 protected under 5 U.S.C. § 2302(b)(9)(A)(i) if the complaint sought to remedy a violation of 5 U.S.C. § 2302(b)(8). Bishop v. Department of Agriculture , 2022 MSPB 28, ¶¶ 15-16. Here, the appellant provided documents showing that he had filed two separate EEO complaints, one on August 27, 2019, and one on November 19, 2019. IAF, Tab 4 at 6, 9, 38-40. In his August 27, 2019 complaint, the appellant alleged that he had been subjected to harassment and a hostile work environment. Id. at 38-39. Following informal counseling, the agency apparently closed the matter on November 19, 2019. Id. at 38. That same day, the appellant filed a second EEO complaint wherein he alleged that the agency had subjected him to retaliation and harassment for filing, among other things, “Osha complaints.” Id. at 9 (punctuation as in original). Insofar as the appellant’s August 27, 2019 complaint did not seek to remedy a violation of 5 U.S.C. § 2302(b)(8), it did not amount to protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). See Mudd, 120 M.S.P.R. 365, ¶¶ 2, 7 (concluding that the Board lacked jurisdiction over an appellant’s filing of a grievance that did not seek to remedy a violation of 5 U.S.C. § 2302(b)(8)). However, because the appellant seemingly alleged whistleblower reprisal in his November 19, 2019 complaint, i.e., retaliation for his disclosures to OSHA, we find that he has made a nonfrivolous allegation of protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). Moreover, we find that the appellant exhausted this claim with OSC. IAF, Tab 15 at 4-5. The appellant failed to make a nonfrivolous allegation of protected activity vis-à-vis his prior activity with the Board. Lastly, the appellant ostensibly alleged that he engaged in protected activity vis-à-vis prior activity with the Board. IAF, Tab 18 at 4. Although the nature of his argument was unclear, OSC’s preliminary determination letter suggested that the appellant had alleged before OSC that the agency had retaliated against him for his prior “appeal of a letter of admonishment with the MSPB.” IAF, Tab 15 at 4; 0380 IAF, Tab 1. However, insofar as the appellant’s prior10 Board appeal did not seek to remedy a violation of 5 U.S.C. 2302(b)(8), we find that the appellant failed to make a nonfrivolous allegation that he engaged in protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). 0380 IAF, Tab 10, Initial Decision at 4 (finding that the appellant did not make a nonfrivolous allegation that he engaged in whistleblowing activity that was a contributing factor in the letter of admonishment); see Mudd, 120 M.S.P.R. 365, ¶¶ 2, 7. Accordingly, we find that the appellant made nonfrivolous allegations of two protected disclosures, i.e., his April 2019 OSHA complaint and his August 19, 2019 drug-related disclosure, and two instances of protected activity, i.e., his disclosures to OAWP beginning on October 28, 2019, and his November 19, 2019 EEO complaint, and he exhausted his administrative remedies with OSC regarding the same. The appellant made a nonfrivolous allegation of three personnel actions under 5 U.S.C. § 2302(a), and he showed that he exhausted his administrative remedies regarding two of these three personnel actions. The appellant identified three personnel actions in his filings before OSC and the Board: (1) a change in his working conditions; (2) a reassignment; and (3) his proposed removal. IAF, Tab 1 at 3, Tab 15 at 5, 9. In the initial decision, the administrative judge found that, although the appellant “may have exhausted his administrative remedies with OSC” as to his claims regarding changes in his job duties and his reassignment, he “ha[d] not indicated that he [was] appealing those actions [with the Board].” ID at 9. She also seemingly concluded that, although the appellant’s proposed removal constituted a cognizable personnel action, the appellant could not have exhausted this personnel action with OSC because he had filed his OSC complaint before the agency had proposed his removal. ID at 9 & n.8. We disagree with these findings.11 The appellant made a nonfrivolous allegation that the agency significantly changed his working conditions, and he showed that he exhausted this personnel action with OSC. As relevant here, 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 on 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 v. Department of Veterans Affairs , 2022 MSPB 17, ¶¶ 15-16. To this end, the agency actions must have a significant effect on the overall nature and quality of the appellant’s working conditions, duties, or responsibilities. Id. Here, in his Board filings, the appellant averred that agency personnel had harassed him, bullied him, slandered him, defamed him, coerced false testimony about him, and falsely accused him of criminal activity. IAF, Tab 1 at 5, Tab 3 at 2-3. We find that these contentions, if accepted as true, collectively amount to a nonfrivolous allegation of a significant change in working conditions. See Skarada, 2022 MSPB 17, ¶ 18 (concluding that the appellant’s allegations that agency personnel harassed him, subjected him to a hostile work environment, subjected him to multiple investigations, accused him of “fabricating data” and of a Privacy Act violation, refused his request for a review of his position for possible upgrade, yelled at him, and failed to provide him the support and guidance needed to successfully perform his duties amounted to a nonfrivolous allegation of a significant change in his working conditions). Moreover, insofar as the appellant provided documentation evincing that he raised similar claims with OSC, we find that the appellant showed that he exhausted his administrative remedies with respect to this claim. IAF, Tab 4 at 31, Tab 15 at 5, 9.12 The appellant made a nonfrivolous allegation that the agency reassigned him, and he showed that he exhausted this claim with OSC. The definition of “personnel action” also includes “a detail, transfer, or reassignment.” 5 U.S.C. § 2302(a)(2)(A)(iv). Here, the appellant provided a document indicating that, on August 23, 2019, he had received a letter “removing him from acting as in a Supervisor capacity and assigning him to perform Administrative duties.” IAF, Tab 4 at 38 (punctuation as in original). Thus, we find that he has made a nonfrivolous allegation of a personnel action under 5 U.S.C. § 2302(a)(2)(A)(iv). See Miles v. Department of Veterans Affairs , 84 M.S.P.R. 418, ¶ 6 (1999) (explaining that the Board construes pro se pleadings liberally). We also find that he demonstrated that he exhausted his administrative remedies regarding this personnel action. IAF, Tab 15 at 5, 9. The appellant made a nonfrivolous allegation that the agency proposed his removal; however, he failed to show that he exhausted this claim with OSC. A proposed removal is a personnel action under 5 U.S.C. § 2302(a)(2)(A) (iii), (b)(8), and (b)(9). See Grubb v. Department of the Interior , 96 M.S.P.R. 361, ¶ 25 (2004). In her initial decision, the administrative judge seemingly concluded that, although the appellant’s proposed removal constituted a threatened personnel action, the appellant could not have exhausted his proposed removal with OSC because he had filed his OSC complaint prior to the February 28, 2020 proposed removal. ID at 9 & n.8. However, the relevant inquiry was not whether the appellant raised his proposed removal in his initial OSC complaint but rather whether he had provided OSC with a sufficient basis to investigate his proposed removal prior to OSC’s March 11, 2020 termination of its investigation into his complaint. See Ward v. Merit Systems Protection Board , 981 F.2d 521, 526 (Fed. Cir. 1992) (stating that, to satisfy the exhaustion requirement of 5 U.S.C. § 1214(a)(3) in an IRA appeal, an appellant must inform OSC of the precise ground of her charge of whistleblowing, giving OSC a13 sufficient basis to pursue an investigation which might lead to corrective action); see also MacDonald v. Department of Justice , 105 M.S.P.R. 83, ¶ 10 (2007) (concluding that the appellant could not have exhausted his suspension with OSC when OSC had terminated its investigation into his complaint before the agency had effected his suspension). Here, the appellant provided a copy of his response to OSC’s preliminary determination letter, which is dated February 28, 2020, i.e., the date the appellant received notice of his proposed removal. IAF, Tab 3 at 5, Tab 15 at 11-15. In this filing, the appellant seemingly made a vague reference to his proposed removal. IAF, Tab 15 at 14. Specifically, he stated, without clear context, the following: “[u]nsubstantiated, allegations and rumors do not provide grounds for termination, as suggested in a memorandum issued along with the evidence packet, provided by [agency management], on 02/28/20.” Id. (punctuation as in original). Given the ambiguity of the appellant’s apparent reference to his proposed removal, we conclude that the appellant did not exhaust this claim with OSC. See Ellison v. Merit Systems Protection Board , 7 F.3d 1031, 1037 (Fed. Cir. 1993) (explaining that the exhaustion inquiry requires the Board to determine whether the appellant has “articulate[d] with reasonable clarity and precision [before OSC] the basis for his request for corrective action”). Indeed, subsequent to the issuance of the initial decision in this matter, the appellant filed a separate complaint with OSC regarding his proposed removal and, thereafter, a separate IRA appeal related thereto. Wade v. Department of Veterans Affairs , MSPB Docket No. AT-1221-21-0210-W -1, Initial Appeal File, Tab 1 at 11. Accordingly, we find that, for purposes of this matter, the appellant has nonfrivolously alleged two personnel actions for which he showed that he exhausted his administrative remedies with OSC, i.e., his change in working conditions and his reassignment. See 5 U.S.C. § 2302(a)(2)(A)(iv), (xii).14 The appellant satisfied the contributing factor jurisdictional criterion. Although the appellant has not provided a clear timeline of events regarding all of his allegations, insofar as the appellant, who is pro se, alleged knowledge by agency officials and a close temporal proximity between his protected disclosures/protected activity and the personnel actions at issue here, i.e., his altered working conditions and his reassignment, we find that he has satisfied the contributing factor jurisdictional criterion. IAF, Tab 4 at 4-5, 21-22, 38; see Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). Accordingly, we find that the appellant made a nonfrivolous allegation that his protected disclosures and his protected activity contributed to his reassignment and a significant change in his duties and working conditions; therefore, he is entitled to his requested hearing and a decision on the merits of his appeal. IAF, Tab 1 at 2; see Salerno, 123 M.S.P.R. 230, ¶ 5. Prior to conducting a hearing, the administrative judge shall afford the parties a reasonable opportunity to complete discovery and order the parties to submit any other evidence that she deems necessary to adjudicate the merits of the appellant’s IRA appeal. See Lewis v. Department of Defense , 123 M.S.P.R. 255, ¶ 14 (2016). Additionally, because the appellant referenced both USERRA and VEOA in his filings and the administrative judge did not provide him with jurisdictional notice related thereto, on remand, the administrative judge shall clarify whether the appellant intended to raise a USERRA and/or VEOA claim and, if so, she shall inform him of the applicable burdens and the elements of proof. IAF, Tab 12 at 13; see Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985) (explaining that an appellant must receive explicit information on what is required to establish an appealable jurisdictional issue).15 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.16
Wade_Joseph_E_AT-1221-20-0341-W-1__Remand_Order.pdf
2024-05-08
JOSEPH E. WADE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-20-0341-W-1, May 8, 2024
AT-1221-20-0341-W-1
NP
1,520
https://www.mspb.gov/decisions/nonprecedential/Wade_Joseph_E_AT-1221-21-0210-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSEPH E. WADE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-21-0210-W-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 Joseph E. Wade , Miami, Florida, pro se. Joved Gonzalez-Rivera , Esquire, Mayaguez, Puerto Rico, 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, REVERSE 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 January 30, 2021, the appellant, a WS-2 Housekeeping Aid Supervisor, filed an appeal with the Board alleging that the agency had (1) proposed his removal without sufficient evidence and (2) committed a series of misconduct. Initial Appeal File (IAF), Tab 1 at 5; Wade v. Department of Veterans Affairs , MSPB Docket No. AT-1221-20-0341-W-1, Initial Appeal File (0341 IAF), Tab 3 at 78. With his appeal, the appellant provided a copy of an undated notice of proposed removal wherein the agency sought to remove him pursuant to 38 U.S.C. § 714 for conduct unbecoming a supervisory Federal employee, i.e., numerous instances of on-duty sexual misconduct. IAF, Tab 1 at 7-10. The appellant also provided a January 28, 2021 close-out letter from the Office of Special Counsel (OSC) that referenced his proposed removal. Id. at 11-12. The appellant requested a hearing on the matter. Id. at 2. The administrative judge issued a jurisdictional order wherein she explained the circumstances under which the Board has jurisdiction to adjudicate IRA appeals and she ordered the appellant to provide specific evidence and argument regarding jurisdiction. IAF, Tab 3 at 2-8. The appellant thereafter submitted numerous filings, IAF, Tabs 5-6, 8-10, wherein he alleged, among other things, that the agency had “retaliated against [him] with extreme prejudice, Malice, and contempt, for engaging in multiple protected activities, whistleblowing,” IAF, Tab 5 at 25 (grammar and punctuation as in original). In one of these filings, the appellant referenced “a multitude of report of contacts formerly investigated by OAPW.”2 IAF, Tab 9 at 7. He also alluded to his having alerted a facility director of “numerous violations,” IAF, Tab 10 at 4, and referenced an unspecified Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) violation, IAF, Tab 8 at 17. 2 The appellant may have intended to reference “OAWP,” the Department of Veterans Affairs Office of Accountability and Whistleblower Protection. IAF, Tab 9 at 7.2 Without holding the appellant’s requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 11, Initial Decision (ID) at 1, 10. In so doing, she found that the appellant had failed to make a nonfrivolous allegation of a protected disclosure under 5 U.S.C. § 2302(b)(8) insofar as his allegations were “too vague and non-specific.” ID at 8-9. She also found that the appellant had failed to show that he had exhausted any of his purported disclosures with OSC. ID at 7-9. She concluded, however, that the appellant had exhausted his administrative remedies regarding the personnel action at issue, i.e., his proposed removal. ID at 8. The appellant has filed a petition for review, and the agency has filed a response. Petition for Review (PFR) File, Tabs 1, 4. DISCUSSION OF ARGUMENTS ON REVIEW To establish jurisdiction in a typical IRA appeal, an appellant must show by preponderant evidence3 that he exhausted his 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 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). Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶ 8 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39. A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). The U.S. Court of Appeals for the Federal Circuit has found that, in the context of an IRA appeal, 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 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 1362, 1364, 1369 (Fed. Cir. 2020). Any doubt or ambiguity as to whether the appellant made nonfrivolous jurisdictional allegations should be resolved in favor of affording the appellant a hearing . Grimes v. Department of the Navy , 96 M.S.P.R. 595, ¶ 12 (2004). Whether the appellant’s allegations can be proven on the merits is not part of the jurisdictional inquiry. Lane v. Department of Homeland Security , 115 M.S.P.R. 342, ¶ 12 (2010). We agree with the administrative judge’s conclusion that the appellant failed to make a nonfrivolous allegation that he made a protected disclosure or engaged in protected activity in his filings for this appeal. Here, we discern no basis to disturb the administrative judge’s conclusion that the appellant failed to make a nonfrivolous allegation that he made a protected disclosure or engaged in protected activity. ID at 8-9. Indeed, the appellant’s filings in this matter consisted of a litany of assertions of agency misconduct absent any clear allegations of protected disclosures or protected activity related thereto. See Doster v. Department of the Army , 56 M.S.P.R. 251, 253-54 (1993) (concluding that the Board lacked jurisdiction over the appellant’s IRA appeal when the appellant’s filings contained a litany of allegations of agency improprieties but failed to discernably allege any disclosures regarding the same). We find that it is appropriate to consider the appellant’s filings in a prior IRA appeal and, in so doing, we find that the appellant made nonfrivolous allegations that he made protected disclosures and engaged in protected activity. In their filings before the administrative judge, both the appellant and the agency referenced a prior IRA appeal filed by the appellant.4 IAF, Tab 7 at 4-6, Tab 8 at 4. Indeed, the agency argued that, if the administrative judge did not dismiss this matter for lack of jurisdiction, she should dismiss it on the basis of adjudicatory efficiency because the appellant’s claims were already “the subject of his case pending on petition for review.” IAF, Tab 7 at 8-9. In determining 4 Although the appellant referenced “the precious case,” we surmise that he intended to refer to “the previous case.” IAF, Tab 8 at 4.4 whether an appellant has made a nonfrivolous allegation in an IRA appeal, the Board may consider matters incorporated by reference, matters integral to the appellant’s claim, and matters of public record. Hessami, 979 F.3d at 1369 n.5. In the prior IRA appeal to which the parties refer, the appellant alleged that, in retaliation for various protected disclosures and activity, the agency had done the following: (1) proposed his removal; (2) reassigned him; and (3) altered his working conditions. 0341 IAF, Tab 1 at 3, Tab 15 at 5, 9. In her August 24, 2020 initial decision for the matter, the administrative judge concluded that the appellant had not exhausted his administrative remedies regarding his proposed removal with OSC and, accordingly, the Board lacked jurisdiction over the same. 0341 IAF, Tab 30, Initial Decision at 7-9 & n.8. Following receipt of this initial decision, the appellant apparently filed a new complaint with OSC, i.e., OSC File No. MA-20-002609, i.e., the complaint that resulted in the January 28, 2021 close-out letter that he has provided here. IAF, Tab 1 at 11-12. In this new OSC complaint, the appellant alleged whistleblower reprisal and raised the issue of his proposed removal, ostensibly with an eye towards exhaustion. Id. Given this series of events, we find that it is appropriate to consider for purposes of this appeal the appellant’s allegations of protected disclosures and protected activity in his prior IRA appeal. See Hessami, 979 F.3d at 1369 n.5; see also Miles v. Department of Veterans Affairs , 84 M.S.P.R. 418, ¶ 6 (1999) (explaining that the Board construes pro se pleadings liberally).5 In a Remand Order issued concurrent with this order, we conclude that the appellant exhausted his administrative remedies with OSC and made nonfrivolous allegations of two protected disclosures under 5 U.S.C. § 2302(b)(8) in his prior IRA appeal, i.e., (1) an April 2019 complaint with the Occupational Safety and 5 Indeed, with his petition for review, the appellant provides his response to OSC’s preliminary determination letter for OSC File No. MA-19-5334, i.e., the OSC complaint at issue in his prior IRA appeal, suggesting that he believes that his two OSC complaints, and by, extension, his Board appeals, are interrelated. PFR File, Tab 1 at 18-20; 0341 IAF, Tab 15 at 4-10.5 Health Administration and (2) an August 19, 2019 disclosure to agency management and agency police regarding illegal drug usage. 0341 IAF, Tab 4 at 9, 20-21, Tab 15 at 4. We also find that the appellant exhausted his administrative remedies with OSC and made nonfrivolous allegations that he engaged in protected activity vis-à-vis (1) his disclosure of information to the agency’s Office of Accountability and Whistleblower Protection beginning on October 28, 2019, and (2) his November 19, 2019 equal employment opportunity complaint wherein he alleged whistleblower reprisal. 0341 IAF, Tab 4 at 4-5, 9. Under the circumstances, we find it appropriate to incorporate those findings here. The appellant made a nonfrivolous allegation of a personnel action that he exhausted with OSC. A proposed removal is a threatened personnel action under 5 U.S.C. § 2302(a)(2)(A)(iii), (b)(8), and (b)(9). See Grubb v. Department of the Interior , 96 M.S.P.R. 361, ¶ 25 (2004). Here, insofar as the appellant (1) has alleged that the agency proposed his removal pursuant to 38 U.S.C. § 714 on February 20, 2020, and (2) has provided a close-out letter from OSC referencing the same, we find that the appellant has made a nonfrivolous allegation of a personnel action that he exhausted with OSC. IAF, Tab 1 at 5, 7 -12; 0341 IAF, Tab 3 at 5; see 5 U.S.C. § 2302(a)(2)(A)(iii). The appellant satisfied the contributing factor jurisdictional criterion. Insofar as the appellant has alleged knowledge by agency officials and a close temporal proximity between his protected disclosures/protected activity and his February 20, 2020 proposed removal, we find that he has satisfied the contributing factor jurisdictional criterion. 0341 IAF, Tab 4 at 4-5, 21-22, 38; see Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). Accordingly, we find that the appellant made a nonfrivolous allegation that his protected disclosures and his protected activity contributed to his proposed removal; therefore, he is entitled to his requested hearing and a decision on the6 merits of his appeal. IAF, Tab 1 at 2; see Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). Prior to conducting a hearing, the administrative judge shall afford the parties a reasonable opportunity to complete discovery and order the parties to submit any other evidence that she deems necessary to adjudicate the merits of the appellant’s IRA appeal. See Lewis v. Department of Defense, 123 M.S.P.R. 255, ¶ 14 (2016).6 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 In this appeal, as in his prior IRA appeal, the appellant has generally referenced both USERRA and the Veterans Employment Opportunities Act. IAF, Tab 8 at 17; PFR File, Tab 1 at 4. On remand, the administrative judge shall clarify whether the appellant sought to raise any claims related thereto and, if so, shall inform the appellant of the applicable burdens and the elements of proof. See Burgess v. Merit Systems Protection Board, 758 F.2d 641, 643-44 (Fed. Cir. 1985 ) (explaining that an appellant must receive explicit information on what is required to establish an appealable jurisdictional issue).7
Wade_Joseph_E_AT-1221-21-0210-W-1__Remand_Order.pdf
2024-05-08
JOSEPH E. WADE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-21-0210-W-1, May 8, 2024
AT-1221-21-0210-W-1
NP
1,521
https://www.mspb.gov/decisions/nonprecedential/Varad_ChristinePH-0831-18-0477-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTINE VARAD, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0831-18-0477-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christine Varad , Scituate, Massachusetts, pro se. 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 as untimely her application for Civil Service Retirement System (CSRS) survivor annuity benefits. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains 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). 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. We MODIFY the initial decision to supplement the administrative judge’s finding that OPM properly determined that the appellant’s application was untimely filed more than 30 years after the death of her father and to VACATE the portion of the initial decision addressing whether the appellant showed that she is a disabled dependent child as defined in 5 U.S.C. § 8341(a)(4)(B). Except as expressly modified, we AFFIRM the initial decision, still affirming OPM’s reconsideration decision denying the appellant’s application. BACKGROUND The appellant’s father, a former Federal civilian employee, retired in 1974 and passed away in 1975. Initial Appeal File (IAF), Tab 11 at 22, 24-27. On his 1973 application for retirement, he listed the appellant as an unmarried child under the age of 22, but he did not indicate that she was disabled. IAF, Tab 1 at 8, Tab 11 at 25. Following the appellant’s father’s death, the appellant’s mother timely filed an application for CSRS death benefits wherein she listed the appellant as a dependent student child; however, she did not indicate that the appellant was disabled. IAF, Tab 1 at 10-11, Tab 13 at 8-9. 2 On March 7, 2017, the appellant filed an application for CSRS survivor benefits as a disabled dependent child survivor of her father. IAF, Tab 11 at 16-21. In her application, the appellant averred that she became permanently disabled in 1971 at the age of 16. Id. at 16, 24. On April 11, 2017, OPM issued an initial decision finding the appellant ineligible for CSRS survivor benefits. Id. at 14. OPM explained that, pursuant to 5 U.S.C. § 8345(i)(2),2 her application was untimely because she had filed it more than 30 years after the death of her father. Id. Thereafter, on April 14, 2017, May 22, 2017, and December 27, 2017, the appellant requested reconsideration of OPM’s initial decision. Id. at 9-12. The appellant explained that, at the time of her father’s death, she was unaware of any “survivor rights [she] might have had as a disabled child associated with [her] father’s [CSRS benefits].” Id. at 12. The appellant averred that she did not become aware of her potential claim to benefits until February 2017. Id. On September 7, 2018,3 OPM issued a reconsideration decision on the matter, affirming the initial decision on the basis of untimeliness. IAF, Tab 1 at 6-7, Tab 11 at 7-8. Thereafter, the appellant filed an appeal with the Board. IAF, Tab 1. She did not request a hearing on the matter. Id. at 2. The administrative judge issued an initial decision on the written record affirming OPM’s reconsideration decision. IAF, Tab 16, Initial Decision (ID). The administrative judge found that the appellant failed to prove her entitlement to CSRS survivor annuity benefits by a preponderance of the evidence. ID at 2-4. Specifically, he found that the appellant failed to prove that she “was diagnosed or even considered disabled before reaching age 18 or that her application was timely.” ID at 4. 2 OPM’s initial decision erroneously reads “Title 5, Code of Federal Regulations , §8345 (i) (2).” IAF, Tab 11 at 14 (emphasis added) (punctuation as in original). 3 The reconsideration decision is erroneously dated September 7, 2017. IAF, Tab 1 at 3, Tab 16, Initial Decision at 1-2 n.1; Petition for Review File, Tab 5 at 9.3 DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s application was untimely. The appellant contends on review that an application for survivor benefits was timely filed but that her disabled status was omitted inadvertently from both her father’s 1973 application for retirement and her mother’s 1975 application for death benefits. Petition for Review (PFR) File, Tab 1 at 8. The appellant asserts that these “inadvertent and minor errors never intended to deny any rights and interests.” Id. The appellant also contends that she sought clarity “as to her rights” from OPM “in the years following the death of her father” but that OPM did not respond. PFR File, Tab 5 at 9. We hereby supplement the initial decision to address these arguments and explain further why the appellant’s application was untimely. In order to receive an annuity, the survivor of a deceased Federal annuitant must file an application for benefits either personally or through a representative within 30 years of the death of the Federal annuitant or other event giving rise to the benefit. 5 U.S.C. § 8345(i)(2); 5 C.F.R. § 831.643(a). Here, the appellant’s father, the Federal annuitant, passed away on December 11, 1975; thus, her application for survivor benefits was due not later than December 11, 2005.4 IAF, Tab 11 at 22; see 5 U.S.C. § 8345(i)(2). The appellant’s assertion that her father’s 1973 retirement application constituted a timely application for disabled dependent child survivor benefits is unavailing because the application was filed during her father’s lifetime; thus, any claim for survivor benefits would have been premature. PFR File, Tab 1 at 8; IAF, Tab 11 at 22, 25-26. Although the appellant’s mother filed an application for benefits in 1975 shortly after the death of the appellant’s father, IAF, Tab 13 at 8-9, she did not list the appellant as a disabled dependent despite being 4 Although OPM’s reconsideration decision correctly states that the appellant’s application was untimely because she did not file it within 30 years of the death of her father, it also erroneously states that her application “should have been filed no later than January 11, 1976.” IAF, Tab 1 at 7, Tab 11 at 8.4 provided an opportunity to do so. As such, the first and only application for the benefits sought was not filed until March 7, 2017. ID at 4; IAF, Tab 11 at 16-21. Thus, the appellant’s application was untimely by more than 11 years. See 5 U.S.C. § 8345(i)(2).5 Although the appellant alleges on review that, following the death of her father, she attempted to contact OPM regarding her potential entitlement to benefits, she does not specify in what years she did so, and we find that her general allegations of “phon[ing] the OPM and writ[ing] letters to the OPM asking for clarification” are too vague to evince that she filed an application for survivor benefits as a disabled dependent child survivor of her father within 30 years of his death. PFR File, Tab 5 at 9; see Davis v. Office of Personnel Management, 918 F.2d 944, 946 (Fed. Cir. 1990) (explaining that an application for a CSRS survivor annuity must be affirmatively filed). Moreover, these allegations contradict her assertion that she was altogether unaware of her potential claim to benefits until February 2017. IAF, Tab 11 at 12. Thus, the record substantiates the administrative judge’s conclusion that the appellant failed to timely file her application for benefits. ID at 4. We discern no basis to waive the prescribed filing time limit. The appellant also contends that she was unaware of her potential right to survivor annuity benefits within the 30-year statutory timeframe, and she avers that she acted promptly as soon as she became aware of such rights. IAF, Tab 11 at 12; PFR File, Tab 5 at 4. We construe this assertion as a request for the Board to waive the prescribed filing time limit for equitable considerations. 5 Prior to the enactment of 5 U.S.C. § 8345(i), the Civil Service Commission, OPM’s predecessor agency, retained records pertaining to unclaimed retirement benefits in perpetuity, which eventually became “a large and unnecessary recordkeeping problem.” S. Rep. No. 94-540 (1975), reprinted in 1975 U.S.C.C.A.N. 2141, 2142, 2144, 2146. The express legislative purpose of 5 U.S.C. § 8345(i) was to eliminate this cumbersome recordkeeping burden by enabling the Civil Service Commission to “destroy retirement records when no claim for a benefit [had] been received within the periods specified by law.” 1975 U.S.C.C.A.N. at 2142.5 The Board has recognized three possible bases for waiving a filing time limit prescribed by statute or regulation: (1) the statute or regulation provides for a waiver under specified circumstances; (2) an agency’s affirmative misconduct precludes enforcement of the time limit under the doctrine of equitable estoppel; and (3) an agency fails to provide a notice of rights and the applicable filing time limit when such notice is required by statute or regulation. Perez Peraza v. Office of Personnel Management , 114 M.S.P.R. 457, ¶ 7 (2010). Here, neither the statute nor its implementing regulations provide any basis for waiver of the 30-year time limit.6 5 U.S.C. § 8345(i)(2); 5 C.F.R. § 831.643(a). Although the appellant seemingly alleges that OPM fraudulently concealed her mother’s 1975 application from her, such misconduct, even if assumed true, does not give rise to equitable estoppel because the 1975 application neither indicated that the appellant was disabled nor sought disabled dependent child survivor benefits on her behalf; thus, the application is immaterial to the issue of timeliness. PFR File, Tab 5 at 4-9; see Perez Peraza , 114 M.S.P.R. 457, ¶ 9 (explaining that to invoke equitable estoppel the appellant must have reasonably and detrimentally relied on an agency misrepresentation). Additionally, OPM had no statutory or regulatory duty to notify the appellant of the requirement to file a claim for a survivor annuity within 30 years. See Davis, 918 F.2d at 946-47. Thus, we discern no basis to waive the 30-year filing time limit. See Perez Peraza , 114 M.S.P.R. 457, ¶ 7. The appellant’s contentions regarding discovery are unavailing. Finally, the appellant makes a series of arguments on review suggesting that OPM withheld material evidence and that the Board erroneously denied her 6 Although the appellant avers that she became permanently disabled as the result of a work accident in 1971, she does not allege that her disabilities impacted her ability to timely file her application with OPM. IAF, Tab 11 at 9, 12, 16. Moreover, even if the appellant intended to levy this allegation, we discern no authority permitting either OPM or the Board to waive the 30 -year time limit on this basis. Cf. 5 U.S.C. § 8453 (giving OPM the authority to grant a waiver of the 1-year time limit for filing a disability retirement application on the basis of mental incompetence).6 discovery requests for this evidence. PFR File, Tab 1 at 6-8, Tab 5 at 4-9. Although unclear, the “material evidence” to which the appellant refers seemingly again concerns her mother’s 1975 application for death benefits.7 PFR File, Tab 1 at 6, 8, Tab 5 at 6-9. To the extent the appellant argues that OPM failed to provide her with either information about her mother’s 1975 application or the application itself in discovery, we find her contention without merit. PFR File, Tab 1 at 6, 8, Tab 5 at 6-9. Here, the record is devoid of any discovery disputes.8 Because the appellant failed to file a motion to compel before the administrative judge, she is precluded from raising discovery issues for the first time on review. See Szejner v. Office of Personnel Management , 99 M.S.P.R. 275, ¶ 5 (2005), aff’d, 167 F. App’x 217 (Fed. Cir. 2006); 5 C.F.R. § 1201.73(c). Moreover, as stated, the 1975 application is immaterial to the issue of the appellant’s timeliness. Thus, even assuming the administrative judge committed an adjudicatory error as related to the 1975 application or any documents associated therewith, the appellant has failed to show that her substantive rights were adversely affected. See Lee v. Environmental Protection Agency , 115 M.S.P.R. 533, ¶ 7 (2010) (explaining 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); see also Vincent v. Federal Deposit Insurance Corporation , 41 M.S.P.R. 637, 640 (1989) (finding unavailing the appellant’s allegations of discovery -related adjudicatory errors 7 Despite her argument in this regard, the record reflects that the appellant herself twice submitted a copy of her mother’s 1975 application into the record; in fact, she submitted this document along with her initial appeal form. IAF, Tab 1 at 10-11, Tab 13 at 8-9. 8 The appellant filed her discovery requests into the record both in this proceeding and in a separate appeal pertaining to her claim of survivor’s benefits. IAF, Tab 8; Varad v. Office of Personnel Management , MSPB Docket No. PH-0831-18-0130-I-1, Initial Appeal File, Tab 12. In this proceeding, the administrative judge issued a notice explaining that, in accordance with 5 C.F.R. § 1201.71, the Board does not participate in the discovery process until there is a failure or refusal to fully reply to a discovery request and a motion to compel is filed. IAF, Tab 8. The appellant never filed such a motion in either proceeding. 7 when the appellant neither clearly identified the evidence he was precluded from obtaining nor explained how his rights were prejudiced by the alleged denial of such evidence). We vacate the portion of the initial decision finding that the appellant failed to establish that she was disabled prior to the age of 18. Neither OPM’s initial decision nor its reconsideration decision considered whether the appellant qualified as a disabled dependent child as defined in 5 U.S.C. § 8341(a)(4)(B); rather, both decisions denied her application for survivor annuity benefits on the basis of her untimeliness alone. IAF, Tab 1 at 6-7, Tab 11 at 7-8, 14. Because OPM never rendered an initial disability determination, the administrative judge should not have analyzed the issue on appeal. See Deese v. Office of Personnel Management , 116 M.S.P.R. 166, ¶ 9 (2011) (explaining that, because OPM’s reconsideration letter did not consider whether the appellant was capable of self-support, the Board lacked jurisdiction over the issue); see also Salarzon v. Office of Personnel Management , 44 M.S.P.R. 588, 593 (1990) (explaining that the Board lacks jurisdiction to decide an issue without a final decision from OPM concerning that issue), aff’d, 925 F.2d 1479 (Fed. Cir. 1991) (Table). Thus, we vacate the administrative judge’s finding that the appellant failed to show that she qualified as a disabled dependent child as defined in 5 U.S.C. § 8341(a)(4)(B). ID at 4. 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 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.8 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. 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. (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 the10 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.10 The court of appeals must receive your petition for 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 of11 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. 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
Varad_ChristinePH-0831-18-0477-I-1__Final_Order.pdf
2024-05-08
CHRISTINE VARAD v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-0831-18-0477-I-1, May 8, 2024
PH-0831-18-0477-I-1
NP
1,522
https://www.mspb.gov/decisions/nonprecedential/Terry_DeborahNY-114M-22-0041-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DEBORAH TERRY, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER NY-114M-22-0041-X-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Deborah Terry , Irvington, New Jersey, pro se. Christina Bui , Springfield, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER In a January 20, 2023 compliance initial decision, the administrative judge found the agency in partial noncompliance with a settlement agreement that had been accepted into the record for enforcement by the Board in her underlying removal appeal. Terry v. Department of Homeland Security , MSPB Docket No. 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). NY-114M-22-0041-C-1, Compliance File (CF), Tab 7, Compliance Initial Decision (CID); Terry v. Department of Homeland Security , MSPB Docket No. NY-114M-22-0041-Y-1, Initial Appeal File (IAF), Tab 55, Initial Decision (ID). Accordingly, the administrative judge granted in part the appellant’s petition for enforcement and ordered the agency to comply with the settlement agreement. CID at 7. For the reasons discussed below, we now find the agency in compliance and DISMISS the appellant’s petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE During the pendency of the appellant’s removal appeal, the parties entered into a settlement agreement providing, in relevant part, that the agency would rescind and expunge all references to the appellant’s December 21, 2019 removal from her official personnel file (OPF) and local personnel file and replace the removal Standard Form 50 (SF-50) with a resignation SF-50 indicating that the appellant resigned for personal reasons. IAF, Tab 50 at 6. The agreement further provided that the parties agreed to keep the terms and conditions of the settlement agreement confidential except in limited circumstances. Id. The administrative judge accepted the settlement agreement into the record for enforcement by the Board and dismissed the removal appeal as settled. ID at 3. On July 30, 2022, the appellant filed a petition for enforcement with the Board arguing that the agency had breached the settlement agreement when a Human Resources Representative informed a potential employer that the appellant had “resigned from the TSA because she was about to be terminated.” CF, Tab 1. In the January 20, 2023 compliance initial decision, the administrative judge found that, although the Human Resources Representative stated that she did not recall informing the appellant’s potential employer that the appellant resigned to avoid being terminated, there was no other explanation for how the potential employer knew the Human Resources Representative’s name and the 2 information it reported back to the appellant after its background investigation. CID at 6. She further found that the potential employer’s screening service was not one of the types of entities exempted from the nondisclosure provision of the settlement and that there was no indication that the appellant consented to the release of the information. Id. Thus, the administrative judge found that the agency materially breached the settlement, granted the petition for enforcement, and ordered the agency to fully comply with the terms of the settlement agreement.2 CID at 7. She further ordered the agency to submit the name, title, grade, and address of the agency official charged with complying with the Board’s order “as far as any future inquiries received by the agency pertaining to the appellant’s employment history,” and to inform such official in writing of the potential sanction for noncompliance as set forth in 5 U.S.C. 1204(a)(2) and (e) (2)(A). CID at 7-8. On February 9, 2023, the agency submitted its first compliance report notifying the Board that it was in full compliance with the settlement agreement. Terry v. Department of Homeland Security , MSPB Docket No. NY-114M-22- 0041-X-1, Compliance Referral File (CRF), Tab 1. In relevant part, the agency stated and cited record evidence showing that the appellant’s removal SF-50 was cancelled, that the removal SF-50 was replaced with a resignation SF-50 noting resignation for personal reasons, and that the appellant’s OPF did not contain any reference to the removal. Id. at 5; CF, Tab 3 at 15-145, 150-53. The agency counsel, who signed the compliance report and declared under penalty of perjury that the facts stated in the pleading were true and correct, stated that she reviewed 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 8-9; 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 9; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii). Neither party petitioned for review of the compliance initial decision. 3 the appellant’s entire OPF and confirmed that it did not contain a copy of the removal SF-50. CRF, Tab 1 at 5. The agency identified two responsible agency officials and provided copies of emails informing them, as well as the Newark Liberty International Airport (EWR) Administrative Officer, of the potential sanctions for noncompliance with the Board’s order regarding future inquiries into the appellant’s employment history and that the agency should refrain from discussing her previous removal action and resignation in lieu of removal. Id. at 6, 8, 10, 12. In response, the appellant argued that the agency had failed to produce evidence reflecting that it had expunged references to her removal from the local personnel file maintained at the local Headquarters in Union, New Jersey. CRF, Tab 3 at 4. She stated that, with this exception, “the Agency has complied.” Id. On April 13, 2023, the agency submitted a supplemental compliance report containing a declaration under penalty of perjury from the EWR Administrative Officer confirming that all documents referencing the appellant’s removal had been removed from the local personnel files. CRF, Tab 5. The Administrative Officer also attested that she would ensure her staff was aware and compliant with the requirement not to reference the appellant’s removal or resignation in lieu of removal in response to any future inquiries into the appellant’s employment history. Id. at 5. ANALYSIS A settlement agreement is a contract and, as such, will be enforced in accordance with contract law. Burke v. Department of Veterans Affairs , 121 M.S.P.R. 299, ¶ 8 (2014). The Board will enforce a settlement agreement that has been entered into the record in the same manner as a final Board decision or order. Id. When the appellant alleges noncompliance with a settlement agreement, the agency must produce relevant material evidence of its compliance with the agreement or show that there was good cause for noncompliance. Id. 4 The ultimate burden, however, remains with the appellant to prove breach by a preponderance of the evidence. Id. As described above, the administrative judge found that the Human Resources Representative’s disclosure to a potential employer that the appellant resigned in lieu of removal established that the agency was not in compliance with the settlement agreement, which provided the appellant a “clean record” and precluded disclosure of the terms and conditions of the agreement with limited exceptions. CID at 5-7. Accordingly, the administrative judge ordered the agency to comply with the settlement agreement and to identify the responsible agency officials and notify them of the potential sanction for noncompliance with the Board’s order regarding future inquiries into the appellant’s employment history. CID at 7-8. The agency’s submissions now show that it is in compliance. In particular, as set forth above, the agency provided evidence reflecting that references to the appellant’s removal have been removed from her OPF and local personnel files and that the responsible agency officials have been notified of the potential sanction for noncompliance with the Board’s order. CRF, Tabs 1, 5; CF, Tab 3 at 15-145, 150-53. In addition, the appellant indicated that she was satisfied with the agency’s compliance except to the extent it had failed to demonstrate it had removed references to her removal from the local personnel file maintained at the local Headquarters in Union, New Jersey. CRF, Tab 3. The agency has since submitted such evidence, and the appellant did not respond to it. CRF, Tab 5. Accordingly, we assume that she is satisfied. See Baumgartner v. Department of Housing and Urban Development , 111 M.S.P.R. 86, ¶ 9 (2009). In light of the foregoing, we find that the agency is now 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)). 5 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. 6 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 7 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 8 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. 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
Terry_DeborahNY-114M-22-0041-X-1__Final_Order.pdf
2024-05-08
DEBORAH TERRY v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. NY-114M-22-0041-X-1, May 8, 2024
NY-114M-22-0041-X-1
NP
1,523
https://www.mspb.gov/decisions/nonprecedential/Varad_ChristinePH-0831-18-0130-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTINE VARAD, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0831-18-0130-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christine Varad , Scituate, Massachusetts, pro se. 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 dismissed her survivor annuity benefits 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). On May 17, 2018, the administrative judge issued an initial decision dismissing the appellant’s Civil Service Retirement System (CSRS) survivor annuity benefits appeal for lack of jurisdiction. Initial Appeal File, Tab 19, Initial Decision (ID). She notified the appellant that the initial decision would become the Board’s final decision on June 21, 2018, unless a petition for review was filed by that date. ID at 5. On December 28, 2018, the appellant filed a petition for review via facsimile. Petition for Review (PFR) File, Tab 1. In her petition for review, the appellant avers that she is entitled to CSRS survivor benefits as a disabled adult child based on the Federal service of her father. Id. at 5. She also requests additional time so that she can procure and consult with legal counsel on the matter. Id. at 3-4. Thereafter, on February 4, 2019,2 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. The appellant did not file a response. 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. 5 C.F.R. § 1201.114(e). Here, the appellant has not alleged that she received the initial decision more than 5 days after the issuance date; therefore, her petition is untimely filed by approximately 6 months. PFR File, Tab 1. 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). The party who submits an untimely petition for review has the burden of establishing good cause for the untimely filing by showing that she 2 The delayed response was due to the partial shutdown of the Federal Government.2 exercised due diligence or ordinary prudence under the particular circumstances of the case. Sanders v. Department of the Treasury , 88 M.S.P.R. 370, ¶ 5 (2001). To determine whether a party has shown good cause, the Board will consider the length of the delay, the reasonableness of the party’s 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 sub nom. Moorman v. Merit Systems Protection Board , 79 F.3d 1167 (Fed. Cir. 1996) (Table). We find that the appellant has not demonstrated good cause for the untimely filing of her petition for review. Her 6-month delay in filing is significant. See, e.g., Dean v. U.S. Postal Service , 100 M.S.P.R. 556, ¶ 5 (2005) (finding a 6-month delay not minimal); Floyd v. Office of Personnel Management , 95 M.S.P.R. 260, ¶ 6 (2003) (finding a 1-month delay not minimal). The appellant’s pro se status alone does not excuse her significant delay. See Dean, 100 M.S.P.R. 556, ¶ 5. Moreover, the appellant provides no explanation for her late filing despite being given an opportunity to do so.3 PFR File, Tab 2 at 1-2. Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness 3 In her petition for review, the appellant states that she is disabled. PFR File, Tab 1 at 2-5. In response, the Office of the Clerk of the Board explained that, to the extent she was alleging that her health impacted her ability to meet filing deadlines, she needed to provide additional information. PFR File, Tab 2 at 7 n.1. The appellant did not respond. Thus, we find that she fails to demonstrate good cause for her untimely filing on the basis of illness or mental or physical incapacity. See Lacy v. Department of the Navy, 78 M.S.P.R. 434, 437 (1998); see also Stribling v. Department of Education, 107 M.S.P.R. 166, ¶ 8 (2007).3 of the appellant’s petition for review. The initial decision remains the final decision of the Board regarding its lack of jurisdiction over this appeal.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 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 4 The appellant has initiated a separate appeal pertaining to her claim of survivor’s benefits for which the administrative judge has issued an initial decision and the appellant has timely filed a petition for review. Varad v. Office of Personnel Management, MSPB Docket No. PH-0831-18-0477-I-1, Initial Appeal File, Tab 16, Initial Decision; Petition for Review File, Tab 2 at 1. The Board will address that matter in a separate order. 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.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.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. 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
Varad_ChristinePH-0831-18-0130-I-1__Final_Order.pdf
2024-05-08
CHRISTINE VARAD v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-0831-18-0130-I-1, May 8, 2024
PH-0831-18-0130-I-1
NP
1,524
https://www.mspb.gov/decisions/nonprecedential/McGhee_BenjaminSF-831M-20-0648-I-1_Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BENJAMIN MCGHEE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-831M-20-0648-I-1 DATE: May 8, 2024 THIS ORDER IS NONPRECEDENTIAL1 Benjamin McGhee , Spring Valley, California, 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 dismissed his appeal of the calculation of an overpayment by the Office of Personnel Management (OPM). 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). 2 BACKGROUND In this appeal, the appellant contended that OPM erroneously determined he received an overpayment of Civil Service Retirement System (CSRS) benefits caused by an error in the apportionment of his former spouse’s annuity. Initial Appeal File (IAF), Tab 1 at 12. He stated that OPM had issued a July 20, 2020 final decision finding that he had received an overpayment, but he did not include a copy of that decision with his appeal. Id. On January 27, 2021, OPM moved to dismiss the appeal on the basis that it had not issued an initial or final decision on the appellant’s claim, and the appellant had not provided one.2 IAF, Tab 8 at 4. Because he found that OPM had not issued a final decision on the alleged overpayment, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 9, Initial Decision at 3. With his petition for review, the appellant provides a copy of OPM’s July 20, 2020 final decision. Petition for Review (PFR) File, Tab 1 at 3-8. OPM has filed a response to the appellant’s petition for review, asserting that the petition fails to meet the criteria for Board review. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW The issue of Board 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. Hasanadka v. Office of Personnel Management , 116 M.S.P.R. 636, ¶ 19 (2011). The Board has jurisdiction to adjudicate an individual’s rights and interests under the CSRS only after OPM has rendered a final or reconsideration 2 This is the appellant’s second appeal on this matter. In the first appeal, OPM rescinded its final decision finding that the appellant had received an overpayment, and notified the Board that it would be issuing a new final decision on the appellant’s claim. McGhee v. Office of Personnel Management , MSPB Docket No SF-831M-20-0278-I-1, Initial Decision (June 17, 2020). Because the Board no longer has jurisdiction over an appeal when OPM has rescinded its final decision, the administrative judge appropriately dismissed the appeal. Id. at 2; Frank v. Office of Personnel Management , 113 M.S.P.R. 164, ¶ 7 (2010). 3 decision on the issue in question. 5 U.S.C. § 8347(d)(1); Newman v. Office of Personnel Management , 93 M.S.P.R. 159, ¶ 5 (2002); 5 C.F.R. § 831.110. We are troubled by OPM’s erroneous assertion in January 2021 that it had not issued a final decision in the matter, IAF, Tab 8 at 4, when in fact it had.3 Because the record now shows that OPM issued a final decision in this matter and that the appellant timely filed his appeal of that final decision, IAF, Tab 1; PFR File, Tab 1 at 3-8, we find that the Board has jurisdiction over the appeal, and remand the appeal to the Western Regional Office for adjudication. 5 U.S.C. § 8347(d)(1); Newman, 93 M.S.P.R. 159, ¶ 5; 5 C.F.R. § 831.110 . 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. 3 We are further troubled by OPM’s assertion in its response to the petition for review that the appellant’s petition fails to meet the Board’s criteria for review. PFR File, Tab 4 at 4. Instead, as noted above, the appellant’s petition for review shows that, contrary to OPM’s assertions, OPM issued a final decision on the overpayment at issue on July 20, 2020, which clearly establishes Board jurisdiction over the appeal. PFR File, Tab 1 at 3-8; 5 U.S.C. § 8347(d)(1); Newman, 93 M.S.P.R. 159, ¶ 5; 5 C.F.R. § 831.110. Strikingly, on review, OPM made no attempt to explain its earlier erroneous statement regarding the issuance of its final decision.
McGhee_BenjaminSF-831M-20-0648-I-1_Remand_Order.pdf
2024-05-08
BENJAMIN MCGHEE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-831M-20-0648-I-1, May 8, 2024
SF-831M-20-0648-I-1
NP
1,525
https://www.mspb.gov/decisions/nonprecedential/Keating_RobertDC-0752-18-0767-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT KEATING, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER DC-0752-18-0767-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Robert Keating , Cary, North Carolina, pro se. Gretchen McMullen , Esquire, Mount Rainier, 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 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. Except as expressly MODIFIED to supplement the administrative judge’s mitigating factor analysis, we AFFIRM the initial decision. BACKGROUND The appellant was employed as a GS-13 Investigator with the agency’s Internal Controls Staff (ICS), Office of the Administrator, Food Safety and Inspection Service (FSIS) in Raleigh, North Carolina. Initial Appeal File (IAF), Tab 6 at 15. In April 2018, contractors in the Office of the Chief Information Officer (OCIO), the agency’s information technology unit, flagged the appellant’s computer activity for further investigation and agency management referred the matter to ICS. IAF, Tab 6 at 83-92, Tab 7 at 4-7. In May 2018, an ICS investigator performed a forensic analysis of the appellant’s FSIS computer, which revealed that he had viewed, accessed, and downloaded pornographic or sexually explicit content since April 2016, a period of 2 years. IAF, Tab 7 at 9-21. Shortly thereafter, the agency proposed the appellant’s removal based on the charge of misuse of Government-owned equipment, supported by three specifications that described the stated conduct. IAF, Tab 6 at 73-79. After considering the appellant’s oral and written responses, in which he admitted viewing images of adult women, id. at 22-72, the agency removed the appellant from his position, effective July 20, 2018, id. at 15-21.2 The appellant filed an appeal challenging his removal and raised a claim of reprisal for whistleblowing disclosures. IAF, Tab 1. In the order and summary of the parties’ telephonic prehearing conference, the administrative judge stated that the parties stipulated to numerous facts, the appellant admitted to engaging in the charged misconduct, he withdrew his claim of reprisal for whistleblowing, and he did not raise any other affirmative defenses. IAF, Tab 26 at 5-8, Tab 33 at 2. The administrative judge further stated that the scope of the appeal was limited to nexus and the reasonableness of the penalty. IAF, Tab 33 at 2. After holding the appellant’s requested hearing, the administrative judge issued an initial decision sustaining the removal. IAF, Tab 37, Hearing Compact Disc (HCD), Tab 38, Initial Decision (ID) at 1-2, 10. She found that the agency proved the charge by preponderant evidence, that the removal was taken for such cause as promotes the efficiency of the service, and that the penalty was within the tolerable bounds of reasonableness. ID at 2-10. The appellant has 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 On review, the appellant does not challenge the administrative judge’s finding that the agency proved the charged misconduct, ID at 3, and we affirm her finding herein. Instead, the appellant argues that the agency did not prove nexus or the reasonableness of the penalty. PFR File, Tab 1 at 4-5, 8-22. He also argues that the administrative judge abused her discretion when she denied his motion to compel, excluded the testimony of a witness to refute the deciding official’s credibility, and disallowed the admission of additional evidence relating to the deciding official’s assessment of the penalty. Id. at 4-8. For the reasons set forth below, we find that the appellant’s arguments on review do not warrant a different outcome.3 We affirm the administrative judge’s finding that the removal was taken for such cause as promotes the efficiency of the service. The appellant challenges the administrative judge’s nexus determination because there was no “evidence of damage to any equipment, or malfeasance or intent to do harm.” PFR File, Tab 1 at 10; ID at 3-4. The appellant misstates the nexus requirement. The nexus requirement, for purposes of whether an agency has shown that its action promotes the efficiency of the service, means there must be a clear and direct relationship between the articulated grounds for an adverse action and either the employee’s ability to accomplish his or her duties satisfactorily or some other legitimate government interest. Scheffler v. Department of Army , 117 M.S.P.R. 499, ¶ 9 (2012), aff’d, 522 F. App’x 913 (Fed. Cir. 2013). Here, the appellant’s misconduct occurred at work while he was on duty and involved misuse of Government equipment. There is sufficient nexus between an employee’s conduct and the efficiency of the service when the conduct occurs at work. Parker v. U.S. Postal Service , 819 F.2d 1113, 1116 (Fed. Cir. 1987); Miles v. Department of the Navy , 102 M.S.P.R. 316, ¶ 11 (2006). Moreover, the Board has held that a nexus between the efficiency of the service and the charge of misuse of Government equipment exists. Els v. Department of the Army, 82 M.S.P.R. 27, ¶ 11 (1999); Sternberg v. Department of Defense , 52 M.S.P.R. 547, 559 (1992). Given the sustained misconduct, we agree with the administrative judge that the agency proved nexus in this case. ID at 3-4. We supplement the administrative judge’s penalty analysis, still finding that the penalty of removal was within the tolerable bounds of reasonableness. When, as here, the Board sustains an agency’s charge, it will defer to the agency’s penalty determination unless the penalty exceeds the range of allowable punishment specified by statute or regulation, or unless the penalty is “so harsh and unconscionably disproportionate to the offense that it amounts to an abuse of discretion.” Batara v. Department of the Navy , 123 M.S.P.R. 278, ¶ 5 (2016)4 (quoting Parker, 819 F.2d at 1116). Mitigation of an agency-imposed penalty is appropriate only when the agency failed to weigh the relevant factors or when the agency’s judgment clearly exceeded the limits of reasonableness. Id. The deciding official need not show that she considered all the mitigating factors, and the Board will independently weigh the relevant factors only if the deciding official failed to demonstrate that she considered any specific, relevant mitigating factors before deciding on a penalty. Id. For the reasons set forth below, we find that the appellant’s arguments on review do not provide a basis for disturbing the agency’s penalty determination. The appellant challenges the administrative judge’s analysis of nearly all the penalty factors and requests that the penalty of removal be mitigated to a suspension. PFR File, Tab 1; see Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981) (articulating a nonexhaustive list of 12 factors that are relevant for consideration in assessing the reasonableness of an agency-imposed penalty). Among the relevant Douglas factors are: (1) the nature and seriousness of the offense; (2) the employee’s job level and type of employment; (3) the employee’s past disciplinary record; (4) the employee’s past work record; (5) the effect of the offense upon the employee’s ability to perform at a satisfactory level and its effect upon his supervisors’ confidence in the employee’s ability to perform assigned duties; (6) the consistency of the penalty imposed with those imposed upon other employees for the same or similar misconduct; (7) the consistency of the penalty with any applicable agency table of penalties; (8) the notoriety of the offense or its impact on the agency’s reputation; (9) the clarity with which the employee was on notice of any rules that were violated in committing the offense;2 (10) the potential for the employee’s 2 The deciding official noted in the notice of removal that there was no notoriety surrounding the offense and the appellant had notice of agency policies concerning appropriate conduct. IAF, Tab 6 at 18. The appellant on review appears to challenge the deciding official’s extraneous statements regarding her consideration of the notoriety of the offense. PFR File, Tab 1 at 15. However, because the deciding official properly acknowledged that there was no notoriety and the appellant does not challenge5 rehabilitation; (11) mitigating circumstances surrounding the offense; and (12) the adequacy and effectiveness of alternative sanctions to deter such conduct in the future by the appellant and others. Douglas, 5 M.S.P.R. at 305-06. The record reflects that the deciding official considered these factors in making her decision to remove the appellant from his position. HCD (testimony of the deciding official); IAF, Tab 6 at 16-19. The appellant asserts that the deciding official attributed adverse weight to his admission in her consideration of the first Douglas factor. PFR File, Tab 1 at 10. Regarding the second and fifth Douglas factors, he disagrees with the deciding official’s statements that he investigated the specific conduct with which he was charged as he was never assigned any pornography cases, and that his supervisors lost confidence in his ability to perform his duties. Id. at 11-13. In assessing the appropriateness of the agency’s penalty selection, the most important factor is the first factor, the nature and seriousness of the offense and its relation to the employee’s duties, position, and responsibilities, including whether the offense was intentional or was frequently repeated. Batara, 123 M.S.P.R. 278, ¶ 8; Davis v. U.S. Postal Service , 120 M.S.P.R. 457, ¶ 7 (2013). Here, the deciding official observed that the appellant engaged in “willful” and “egregious” misconduct that caused the agency to lose trust in his ability to effectively perform the duties of his position, especially considering the length of time over which it repeatedly occurred and the fact that his offense was antithetical to the purpose of his position, which involved investigating allegations of employee misconduct. ID at 5-6; IAF, Tab 6 at 16-18. We agree with the administrative judge that the deciding official properly accorded substantial weight to the first, second, and fifth Douglas factors. IAF, Tab 6 at 16-18; HCD (testimony of the deciding official); see Edwards v. Department of the Army, 87 M.S.P.R. 27, 30, ¶ 9 (2000) (stating that a supervisor’s opinions are the deciding official’s determination that he was on notice of any rules that were violated in committing the offense, we need not analyze the eighth and ninth factors further.6 insufficient to overcome the agency’s judgment concerning the seriousness of the misconduct and the appropriateness of the agency-imposed penalty), aff’d sub nom. Rodriquez v. Department of the Army , 25 Fed. Appx. 848 (Fed. Cir. 2001). Regarding the sixth and seventh Douglas factors, the appellant asserts that the penalty was neither consistent with those imposed upon other employees for the same or similar misconduct, nor consistent with the agency’s table of penalties. PFR File, Tab 1 at 7-9, 13-15. In particular, he claims that the deciding official relied on “false and misleading information” in the notice of proposed removal because she did not consider the broad range of penalties for a first offense of misuse of Government equipment in the agency’s table of penalties or a broad range of comparators throughout the agency (USDA), not just the largest sub-agency (FSIS). Id. at 8-9. The record reflects that the deciding official considered the sixth and seventh Douglas factors. IAF, Tab 6 at 18. Removal was within the range of penalties for a first offense of misuse of Government equipment. IAF, Tab 10 at 26; see Singh v. U.S. Postal Service , 2022 MSPB 15, ¶ 18 (finding that an agency’s decision to impose a penalty at the more lenient end of a range of penalties should not mean that it cannot impose a penalty at the more severe end of that range in another case). Regarding the appellant’s claim that the agency treated him more harshly than other similarly-situated employees, the Board has recently clarified that the relevant inquiry is whether the agency knowingly and unjustifiably treated employees differently.3 Singh, 2022 MSPB 15, ¶ 14. The fact that two 3 The appellant asserts that the administrative judge improperly denied his motion to compel discovery of comparator evidence. PFR File, Tab 1 at 5, 7-8. He clarifies that he sought discovery regarding potential comparator employees throughout the agency (USDA), not just the largest subagency (FSIS). Id. at 7-8. The agency noted that it had already provided the three comparator cases that the deciding official had considered in making her decision, and that the appellant had misused his position as an Investigator to obtain three different comparator cases upon which the deciding official did not rely. Id. at 5-7 (citing IAF, Tab 10 at 27). The administrative judge denied the appellant’s motion to compel for the reasons provided by the agency. IAF, Tab 19. An7 employees come from different work units and/or supervisory chains remains an important factor in determining whether it is appropriate to compare the penalties they are given. Id., ¶ 13. In most cases, employees from another work unit or supervisory chain will not be proper comparators. Id. The universe of potential comparators will vary from case to case, but it should be limited to those employees whose misconduct and/or other circumstances closely resemble those of the appellant. Id. We find that the appellant has failed to establish that the agency knowingly and unjustifiably treated any employees differently, as required under Singh. The standard set forth in Douglas calls for comparison with penalties “imposed upon other employees for the same or similar offenses.” Id., ¶ 17 (citing Douglas, 5 M.S.P.R. at 305). The administrative judge noted that the deciding official considered three comparator cases, and she determined that the deciding official credibly testified that the facts and circumstances surrounding the three comparator employees was dissimilar enough to justify treating the appellant differently. ID at 6-9. 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, 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). We find that the appellant has not presented sufficiently sound reasons for overturning the administrative judge’s well-reasoned credibility determinations. Although the appellant maintains that he is not raising K.B. as a potential comparator employee, he indicates that K.B. was an “identically situated” 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. Kingsley v. U.S. Postal Service , 123 M.S.P.R. 365, ¶ 16 (2016 ). We find that the appellant has not established that the administrative judge abused her discretion when she denied the appellant’s motion to compel.8 coworker who received lesser discipline.4 PFR File, Tab 1 at 6. The record reflects that K.B. held the same job title and was in the same work unit as the appellant; however, by the appellant’s own admission, she did not commit the same or similar offense. PFR File, Tab 1 at 13-14. Rather, she was suspended for 14 days for failure to follow instructions and time and attendance related offenses. Id. Given the circumstances, K.B. was not a similarly situated employee. The appellant asserts that the third, fourth, and tenth Douglas factors weigh in his favor. He points to his expression of remorse, length of service (3 years civilian and 34 years military), lack of prior discipline, positive performance appraisals, letters of support from colleagues, and his participation in a rehabilitative program. PFR File, Tab 1 at 8, 10 -12, 15-16. Regarding the eleventh Douglas factor, the mitigating circumstances surrounding the offense, the appellant argues that the deciding official did not fully consider his evidence as to his mental impairments and its effects on his actions. Id. at 16-17. The appellant’s disagreement with the weight given to those factors does not provide a basis to change the outcome. See Kirkland v. Department of Homeland Security , 119 M.S.P.R. 74, ¶ 25 (2013). As the administrative judge stated, the deciding official considered the third and fourth Douglas factors, his 4 The appellant asserts that the administrative judge improperly denied his request to call K.B. as a witness “to refute the credibility of the deciding official[].” PFR File, Tab 1 at 4, 6. He notes that he sought the inclusion of the testimony of K.B., not as a potential comparator employee, but as a challenge to the testimony of the deciding official that “whenever a misconduct investigator engaged in serious misconduct, the only option for the [a]gency was removal and the employee had no prospect for rehabilitation.” Id. at 6. An administrative judge has wide discretion to control the proceedings, including the authority to exclude evidence she believes would be irrelevant, immaterial, or unduly repetitious. Sanders v. Social Security Administration , 114 M.S.P.R. 487, ¶ 10 (2010 ). The Board has held that, to obtain reversal of an initial decision on the ground that the administrative judge abused her discretion in excluding evidence, the petitioning party must show on review that relevant evidence, which could have affected the outcome, was disallowed. Id. Here, the appellant has neither shown that the testimony of K.B. could have affected the outcome of his appeal nor provided sufficiently sound reasons to overturn the administrative judge’s determination that the deciding official’s testimony was credible. See Haebe, 288 F.3d at 1301.9 past disciplinary and work record, as mitigating factors but concluded that they were not significant enough to outweigh the nature and seriousness of the sustained misconduct. ID at 6, 9 -10; IAF, Tab 6 at 17-19; HCD (testimony of the deciding official). The administrative judge observed that the appellant appeared sincerely remorseful for his conduct and that he provided medical evidence that he suffered from depression, but noted that the deciding official did not grant this evidence much weight because it did not excuse his misconduct. ID at 6, 9. Because neither the administrative judge nor the deciding official fully addressed the appellant’s claim of mental impairments as a mitigating factor, we modify the initial decision to supplement the administrative judge’s analysis. The record reflects that the appellant began counseling through the Employee Assistance Program (EAP) shortly after he learned that the agency would propose his removal. IAF, Tab 3 at 180. He continued counseling with a psychiatrist who diagnosed him with Adjustment Disorder with Mixed Emotional Features; Major Depression; Complicated Grief Disorder, and Mixed Personality Disorder; with Self Destructive Tendencies with Obsessive Compulsive and Addictive Behavior. Id. at 186. The appellant asserted that he submitted this evidence to the deciding official, but she did not consider it as a mitigating factor, seek additional information, refute his medical evidence, or order him to take a fitness for duty exam.5 PFR File, Tab 1 at 16-17. Evidence that an employee’s medical condition or mental impairment played a part in the charged conduct is ordinarily entitled to considerable weight as a mitigating factor. Malloy v. U.S. Postal Service , 578 F.3d 1351, 1357 (Fed. Cir. 2009); Bowman v. Small Business Administration , 122 M.S.P.R. 217, ¶ 13 (2015); Roseman v. Department of the Treasury , 76 M.S.P.R. 334, 345 (1997). In circumstances where a medical condition or mental impairment is reasonably substantiated and shown to be related to the grounds for removal, 5 Under these circumstances, the agency is not required to refute his medical evidence or order him to take a fitness for duty exam. 10 it must be considered in the penalty analysis. Malloy, 578 F.3d at 1356. The Board will not consider a medical or mental impairment to be a significant mitigating factor in the absence of evidence that the impairment can be remedied or controlled, i.e., when the potential for rehabilitation is poor. Mingledough v. Department of Veterans Affairs , 88 M.S.P.R. 452, ¶ 12 (2001), review dismissed , 35 F. App’x 873 (Fed. Cir. 2002). In his response to the proposed removal, the appellant submitted a June 5, 2018 report from his EAP counselor and a June 14, 2018 report from his psychiatrist suggesting that he suffered from depression, among other conditions, during the period of the misconduct.6 IAF, Tab 3 at 180-87. The June 5, 2018 report shows that the appellant sought counseling through EAP in order to address and/or treat his depression following the proposed removal; however, it was short-term and does not provide much in the way of significant analysis. Id. at 180. In contrast, the June 14, 2018 report provides a substantive discussion of the appellant’s mental impairment, and thus, it is the main subject of our review. Id. at 181-87. The psychiatrist stated that he conducted a clinical and diagnostic evaluation of the appellant. Id. at 182. He concluded that the appellant “was suffering from mental health issues when [the misconduct] occurred that were somewhat known, but only partially and ineffectively treated.” Id. at 181. He explained that the appellant’s depression “manifested . . . in aberrant behavior that involved using pornography to ‘act out’ guilt and shame associated with a rigid religious view,” and it was exacerbated by recurrent deployments in his military career, a chaotic and isolated childhood, and a marriage that lacked physical and emotional intimacy. Id. at 182. The psychiatrist indicated that the appellant’s “own morality led him to reject acting out in the marriage or viewing 6 The appellant also provided documentation showing that, in December 2014, the Veterans Benefit Administration determined that he had a service-connected disability, 50% of which was attributed to “generalized anxiety disorder, with major depressive disorder.” IAF, Tab 3 at 188 -95. 11 [pornography] on his home or private computer” and that viewing pornography on his office computer allowed him to “remain committed to his marriage and home, while seeking the sort of punishment for his conduct which would be exposed.” Id. at 184. He described the appellant’s behavior as akin to that of an addict and suggested that the appellant was caught in a “shame cycle” and that he did not have the ability to “self-regulate” his behavior. Id. at 185. He expressed a concern that the agency “appeared to have been aware of the misconduct for some time[] but took no action” and, in doing so, entrapped the appellant. Id. He opined that the appellant is a “prime candidate for retention and rehabilitation” and that “[g]iven adequate medical treatment, use of support groups, and employee assistance, [he] is not likely to reengage in the destructive behavior.” Id. at 186. We have thoroughly reviewed the psychiatrist’s report and we are not persuaded that his conclusions in the report warrant a different outcome. We note that the treating psychiatrist appeared to place the lion’s share of the responsibility for the appellant’s actions on the employer, both in terms of deterrence and rehabilitation. He indicated that the appellant has the potential for rehabilitation, but his description of the appellant as an individual whose addiction was quite severe in nature suggests that the appellant may relapse and repeat such behavior when he needs an outlet for his suppressed emotions. In fact, although the appellant denied that he had an addiction, he also indicated that he had difficulty curing his compulsion to view pornography and sexually explicit material. HCD (testimony of the appellant). That the appellant was depressed as a result of a number of personal stressors and engaged in “self -destructive” behavior arising from his feelings of guilt and shame does not adequately connect his mental impairments to his misconduct such that his impairments are entitled to considerable weight as a mitigating factor. We have considered the appellant’s assertion that the psychiatrist’s report shows that his misconduct was due to “a loss of behavioral self-control caused by12 inadequate medication to treat [his] medical disability.” PFR File, Tab 1 at 9; HCD (testimony of the appellant). According to the psychiatrist, the appellant recognized that his behavior was inappropriate, and he made an apparently deliberate decision to view pornographic and sexually explicit content on his Government computer but not his personal computer. The fact that he could control this impulse at home but not at the workplace suggests that he had some self-control. The psychiatrist questioned the efficacy of the appellant’s medication regimen, particularly given side effects impacting libido and impulsivity, but he did not clearly explain the impact of these medications on the appellant as it relates to his apparent pornography addiction. IAF, Tab 3 at 182. The administrative judge noted in the initial decision that the appellant provided evidence demonstrating that he was taking medications and that he sought behavioral health counseling. ID at 7; IAF, Tab 36 at 1-7. The administrative judge further noted that she empathized with the appellant’s medical conditions and efforts to seek treatment, but she held that the agency properly considered the relevant Douglas factors. ID at 9-10. Based on our review of the record, we find that the appellant’s conditions existed at the time of the misconduct and are entitled to some weight as a mitigating factor. However, the appellant has offered no persuasive evidence that his conditions have been remedied or controlled, i.e., that his potential for rehabilitation is strong. On review, the appellant argues that the deciding official misunderstood and misapplied the tenth Douglas factor, the potential for rehabilitation. PFR File, Tab 1 at 15-16. The record reflects that the deciding official considered but did not accord much weight to this factor. IAF, Tab 6 at 18; HCD (testimony of the deciding official). As the administrative judge stated, the appellant’s “mere participation in a rehabilitative program cannot preclude an agency from instituting disciplinary action in every case in which an employee has sought and received assistance” because it would impermissibly undermine “the agency’s primary discretion in exercising its managerial obligation to maintain employee13 discipline and efficiency.” ID at 9. Even a good prognosis or a favorable “forward-looking analysis” for an appellant’s future behavior, as stated in the psychiatrist’s report, does not outweigh the agency’s legitimate apprehension as to his ability to perform his duties, and the effect of his proven misconduct on the efficiency of the service.7 Quander v. Department of Justice , 22 M.S.P.R. 419, 422 (1984), aff’d, 770 F.2d 180 (Fed. Cir. 1985) (Table). Regarding the twelfth Douglas factor, the adequacy and effectiveness of alternative sanctions, the appellant argues that the deciding official did not consider this factor. PFR File, Tab 1 at 4-5, 17-18. He asserts that his case is analogous to Toth v. U.S. Postal Service , 76 M.S.P.R. 36 (1997), in which the Board held that the agency’s failure to consider a lesser penalty and other relevant Douglas factors supported mitigation of the removal to a 30-day suspension. Id. at 17. The record reflects that the deciding official considered the twelfth Douglas factor in making her decision. IAF, Tab 6 at 19; HCD (testimony of the deciding official). She testified that no penalty other than removal would have been appropriate because the appellant was expected to have a reputation of integrity and she did not trust the appellant to satisfactorily perform his duty of independently investigating allegations of employee misconduct after he committed the offense at issue. HCD (testimony of the deciding official). She later clarified that imposing an alternate sanction such as a suspension would not have been effective, and she believed that the appellant’s removal was in the best interest of the agency. Id. In contrast to 7 The appellant also argues that the agency’s purported awareness of his misconduct for more than 1 year undermines the deciding official’s testimony that his misconduct was “egregious.” PFR File, Tab 1 at 7, 18. In making such an assertion, the appellant appears to be avoiding responsibility for his actions. We find that the appellant’s attempt to minimize his own misconduct weighs against a finding of rehabilitative potential. Even assuming his assertion regarding the agency’s purported awareness of his misconduct is true, it defies credulity that any employee would think it appropriate to view pornographic or sexually explicit materials on work equipment and on work time. Chavez v. Small Business Administration , 121 M.S.P.R. 168, ¶ 16 n.5 (2014 ). Thus, the appellant’s arguments do not change our analysis of the factors relating to the nature and seriousness of the offense or his potential for rehabilitation.14 Toth, 76 M.S.P.R. at 39, in which the agency did not show that it substantively considered a lesser penalty, the deciding official testified unequivocally that she considered all Douglas factors, and she concluded that no alternative sanction was appropriate. HCD (testimony of the deciding official). Based on the record evidence, we conclude that a different outcome is not warranted. We supplement the initial decision to find that the nature, seriousness, extended duration, and repeated occurrence of the offense, particularly given the appellant’s position and job duties, outweigh the mitigating factors, including, but not limited to, his mental impairments, length of Federal and military service, and lack of prior discipline. Accordingly, we affirm the removal penalty for the sustained misconduct. See Baldwin v. Department of Veterans Affairs , 109 M.S.P.R. 392, ¶ 14 (2008) (noting that the Board has held that the penalty of removal was reasonable for misuse of government equipment arising from an appellant’s personal use of a government computer, particularly when he used the computer to view material of a sexually explicit nature). The appellant’s remaining claims provide no basis to disturb the initial decision. The appellant asserts that the administrative judge improperly disallowed the admission of additional evidence relating to the deciding official’s penalty determination. PFR File, Tab 1 at 4, 6-7. The evidence that the appellant identifies as erroneously excluded is the OCIO policy, which states that individuals who violate the office’s restrictions on computer use are banned from telework. Id. at 6-7. He interprets this policy as supportive of his position that removal is not mandatory for individuals who view restricted websites on Government computers. Id. at 7. The appellant has not shown that the inclusion of the OCIO policy into the record would have led the administrative judge to reach a different conclusion regarding the reasonableness of the penalty. Thus, the appellant has not established that the administrative judge abused her discretion when she disallowed the admission of this additional evidence. See Sanders, 114 M.S.P.R. 487, ¶ 10. 15 Finally, we have considered the appellant’s assertions that the deciding official improperly sent a proxy when he presented his oral response to the proposed removal, she did not seek any additional review of the evidence that she was provided by the proposing official, and she did not consult with any other person in making her decision. PFR File, Tab 1 at 18-19. The appellant does not state that the deciding official was required to attend the oral response in person or to seek assistance from other individuals. Moreover, there is no indication in the record that the deciding official failed to consider any relevant evidence in determining that removal was a reasonable penalty. HCD (testimony of the deciding official). Thus, these arguments are not persuasive. Accordingly, we affirm the agency’s removal action. NOTICE OF APPEAL RIGHTS8 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. 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. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 16 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 you17 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: 18 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.9 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). 9 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. 19 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.20
Keating_RobertDC-0752-18-0767-I-1__Final_Order.pdf
2024-05-08
ROBERT KEATING v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. DC-0752-18-0767-I-1, May 8, 2024
DC-0752-18-0767-I-1
NP
1,526
https://www.mspb.gov/decisions/nonprecedential/Duffner_CherylDC-3443-19-0520-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHERYL DUFFNER, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER DC-3443-19-0520-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cheryl Duffner , Woodstock, Maryland, pro se. Kristin Murrock , Suitland, Maryland, 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 reduction in pay appeal for lack of jurisdiction without a hearing. On petition for review, the appellant argues that she made a nonfrivolous allegation that the agency reduced her basic pay, argues that this matter should be appealable to the Board, and asserts that she could claim whistleblower 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). protections.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 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 Because the appellant’s loss of supervisory performance pay under the Commerce Alternative Personnel System is not directly appealable to the Board, if the appellant wishes to claim whistleblower reprisal, she may file a complaint with the Office of Special Counsel under the provisions of 5 U.S.C. § 1214 and 5 C.F.R. part 1800. 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 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.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
Duffner_CherylDC-3443-19-0520-I-1__Final_Order.pdf
2024-05-08
CHERYL DUFFNER v. DEPARTMENT OF COMMERCE, MSPB Docket No. DC-3443-19-0520-I-1, May 8, 2024
DC-3443-19-0520-I-1
NP
1,527
https://www.mspb.gov/decisions/nonprecedential/Lee_Roberta_A_DE-0752-18-0161-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERTA A LEE, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DE-0752-18-0161-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Janice L. Jackson , Leavenworth, Kansas, for the appellant. Eric L. Carter , Esquire, Fort Riley, Kansas, 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 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. Except as expressly MODIFIED to address one of the appellant’s due process arguments, we AFFIRM the initial decision. Below, the appellant raised several due process arguments, one of which the administrative judge did not specifically address, i.e., that the agency violated her due process rights by considering certain adverse penalty factors without affording her prior notice and an opportunity to respond. Initial Appeal File (IAF), Tab 39 at 26-27; see Ward v. U.S. Postal Service , 634 F.3d 1274, 1280 (Fed. Cir. 2011). The appellant renews this argument on petition for review. Petition for Review File, Tab 1 at 12-13. We have considered the appellant’s argument, but we find that it is not supported by the record. The deciding official testified that he considered emails “stretching from January all the way to December [2017],” as reflecting the appellant’s insubordination. Hearing Transcript, Vol. 1 at 138 (testimony of the deciding official). Although he testified the emails dated back to January 2017, he appears to be referencing emails beginning in June 2017. IAF, Tab 10 at 83-103. These emails were discussed in the proposed removal under the charge of conduct unbecoming a Federal employee, including an August 2017 email in which the appellant’s supervisor outlined her expectations as to the appellant’s future behavior. Id. at 64-66, 95-96. In responding to the proposed removal, the appellant addressed these emails and their contents. Id. at 53-56. Thus, the information was contained in the proposal notice, and the appellant had an2 opportunity to respond. We therefore find no evidence that the deciding official considered any information concerning the penalty other than the information specifically identified in the notice of proposed removal. We therefore find no due process violation in this regard. NOTICE OF APPEAL RIGHTS2 The initial decision, as supplemented by this Final Order, constitutes the Boards 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. 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
Lee_Roberta_A_DE-0752-18-0161-I-1__Final_Order.pdf
2024-05-08
ROBERTA A LEE v. DEPARTMENT OF THE ARMY, MSPB Docket No. DE-0752-18-0161-I-1, May 8, 2024
DE-0752-18-0161-I-1
NP
1,528
https://www.mspb.gov/decisions/nonprecedential/Doe_Pilley_DC-0752-18-0381-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PILLEY DOE, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-0752-18-0381-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Pilley Doe , Cheverly, Maryland, pro se. Nekeisha Campbell , Esquire, and Susan M. Andorfer , 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 sustained her removal pursuant to 5 U.S.C. chapter 75 for: (1) failure to maintain the professional licensure required to perform the duties of her position; and (2) violation of agency nursing practice standards. Initial Appeal File (IAF), 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). Tab 1 at 7-17, 128-47, Tab 6 at 12-13, 15-23, 39-49. On petition for review, the appellant concedes that the agency proved both charges, but contends that her removal was an excessive penalty. Petition for Review (PFR) File, Tabs 7, 10. To this end, she avers the following: (1) the agency deciding official failed to independently analyze all of the Douglas factors and the administrative judge erroneously deferred to her penalty determination; (2) the agency failed to follow its own penalty guidelines; (3) the agency violated her due process rights by failing to timely provide her with information related to a similarly situated employee; and (4) the agency discriminated against her on the basis of her race by treating this similarly situated employee more favorably. PFR File, Tabs 7, 10. 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 clarify the analysis applicable to the appellant’s claim of disparate penalties, we AFFIRM the initial decision. When the agency’s charges are sustained, the Board will review an agency-imposed penalty only to determine if the agency considered all of the relevant factors and exercised discretion within tolerable limits of reasonableness. Stuhlmacher v. U.S. Postal Service , 89 M.S.P.R. 272, ¶ 20 (2001). Here, we find2 unsubstantiated the appellant’s assertion that the deciding official failed to independently analyze the relevant Douglas factors. PFR File, Tab 7 at 10; see Kramer v. Veterans Administration , 23 M.S.P.R. 271, 274 (1984) (finding that mere conclusory allegations of factual error are not sufficient to trigger a complete review of the record), aff’d, 776 F.2d 1061 (Fed. Cir. 1985) (Table). We further find that the administrative judge applied the proper legal standard and reasonably concluded that the agency’s selected penalty of removal was not unwarranted under the circumstances and was within the tolerable bounds of reasonableness. IAF, Tab 19, Initial Decision (ID) at 11-12, 14; see Stuhlmacher , 89 M.S.P.R. 272, ¶ 20. The appellant also argues that the agency violated its own “Table of Offenses and Penalties.” PFR File, Tab 7 at 11, 21, 27, 30, 34. To support this contention, the appellant provides, for the first time, a document that she alleges is a copy of the agency’s table of offenses and penalties. Id. at 43-53.2 However, she presents no evidence or argument to suggest that this document was unavailable prior to close of the record. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980); 5 C.F.R. § 1201.115(d).3 Last, we decline to consider the appellant’s due process and race discrimination claims because she has not shown that these claims are based on new and material evidence that previously was unavailable to her despite due 2 In its response, the agency avers that the subject document is not an accurate copy of its table of penalties. PFR File, Tab 9 at 5 n.1. The document, which contains several references to 43 C.F.R. part 20, seemingly summarizes internal policies of the Department of the Interior; thus, the document is immaterial to this case. PFR File, Tab 7 at 43-53. 3 The appellant also provides, for the first time, handwritten notes purportedly taken by an employee relations specialist, a written reprimand issued to another nurse, a document purporting to constitute internal agency policy, and an email referencing the same. PFR File, Tab 7 at 39-41, 56-57, 59 -61. Again, the appellant has not shown these additional documents were unavailable prior to the close of the record. See Avansino, 3 M.S.P.R. at 214; 5 C.F.R. § 1201.115(d).3 diligence.4 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); 5 C.F.R. § 1201.24(b) (requiring an appellant to show good cause for raising claims or defenses for the first time after the conference defining the issues in the case). However, because the consistency of the appellant’s penalty with those imposed upon other employees is one of the Douglas factors to be considered in determining the reasonableness of an agency-imposed penalty, we will treat the appellant’s allegations in this regard as claims that her penalty was disproportionately harsh as compared to a similarly situated employee. See Vargas v. U.S. Postal Service , 83 M.S.P.R. 695, ¶ 9 (1999) (explaining that an appellant’s allegation that the agency treated her more harshly than another employee, without a claim of prohibited discrimination, is an allegation of disparate penalties to be proven by the appellant and considered by the Board in determining the reasonableness of the penalty, but it is not an affirmative defense); see also Jordan v. Office of Personnel Management , 108 M.S.P.R. 119, ¶ 19 (2008) (explaining that the Board construes pro se pleadings liberally). After the initial decision in this case, the Board overruled some of its recent precedent governing the analysis of disparate penalties claims. In Singh v. U.S. Postal Service , 2022 MSPB 15, ¶¶ 9, 11-12, the Board held that it should not weigh the relative seriousness of various offenses to determine if the agency treated employees who committed different acts of misconduct differently; rather, the universe of potential comparators should be limited to those employees whose misconduct and/or other circumstances closely resemble those of the appellant. 4 To the extent the appellant alleges on review that the agency failed to provide her with comparator information in discovery, PFR File, Tab 10 at 10-11, we find that she did not raise this issue before the administrative judge; accordingly, she is precluded from raising this issue for the first time on review. See Szejner v. Office of Personnel Management, 99 M.S.P.R. 275, ¶ 5 (2005), aff’d, 167 F. App’x 217 (Fed. Cir. 2006); see also 5 C.F.R. § 1201.73(c).4 Id., ¶¶ 13, 17 (overruling Portner v. Department of Justice , 119 M.S.P.R. 365 (2013), and Boucher v. U.S. Postal Service , 118 M.S.P.R. 640 (2012)). Here, we discern no basis to disrupt the administrative judge’s finding that the agency weighed all relevant factors and reasonably concluded that removal was appropriate under the circumstances. ID at 14; see Stuhlmacher , 89 M.S.P.R. 272, ¶ 20. To this end, we find that the appellant failed to identify a valid comparator because, as noted by the administrative judge, the other agency nurse began the license renewal process before her license expired and did not engage in any patient care or sign any records during her 1-day lapse in licensure. ID at 14; see Singh, 2022 MSPB 15, ¶ 17 (observing that 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 were treated disparately). The appellant, by contrast, both had patient contact and signed patient forms as a registered nurse during her 6-month lapse in licensure. IAF, Tab 1 at 64-76, Tab 7 at 30-42. Therefore, we find that the appellant was not similarly situated to this individual for purposes of the penalty analysis. Accordingly, we affirm the agency’s removal action. 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 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 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. The6 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 file7 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.6 The court of appeals must receive your 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 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. 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
Doe_Pilley_DC-0752-18-0381-I-1__Final_Order.pdf
2024-05-08
PILLEY DOE v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. DC-0752-18-0381-I-1, May 8, 2024
DC-0752-18-0381-I-1
NP
1,529
https://www.mspb.gov/decisions/nonprecedential/Carrillo_Antonio_O_SF-0752-19-0456-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANTONIO O. CARRILLO, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-0752-19-0456-I-1 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Antonio O. Carrillo , Chula Vista, California, pro se. Allan Robert Thorson , Esquire, Chula Vista, 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 appeal of an agency action removing him for violating a last -chance settlement agreement for lack of jurisdiction. On petition for review, the appellant argues that he did not breach the last-chance settlement agreement because his conduct did not result in his arrest. Generally, we grant petitions 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). 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 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
Carrillo_Antonio_O_SF-0752-19-0456-I-1__Final_Order.pdf
2024-05-08
ANTONIO O. CARRILLO v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-0752-19-0456-I-1, May 8, 2024
SF-0752-19-0456-I-1
NP
1,530
https://www.mspb.gov/decisions/nonprecedential/Cayanan_Ramon_SF-0353-16-0599-I-3__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RAMON CAYANAN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER SF-0353-16-0599-I-3 DATE: May 8, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Guillermo Mojarro , Corpus Christi, Texas, for the appellant. Daren K. Draves , 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 denied his restoration 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 judge’s rulings during either the course of the appeal or 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 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. We AFFIRM the initial decision except as expressly MODIFIED to apply the Board’s recent decisions to the appellant’s claims that he was denied restoration and that the denial was the result of illegal discrimination and retaliation, and to find that the agency did not deny arbitrarily and capriciously deny the appellant’s restoration request on August 10, 2016. BACKGROUND The agency employed the appellant in its Santa Ana District as a Sales/Services Distribution Associate at the La Puente Post Office in La Puente, California. Cayanan v. U.S. Postal Service , MSPB Docket No. SF-0353-16-0599- I-1, Initial Appeal File (IAF), Tab 6 at 124; Cayanan v. U.S. Postal Service , MSPB Docket No. SF -0353-16-0599-I-3, Appeal File (I-3 AF), Tab 29 at 17. On April 23, 2015, the appellant sustained a workplace injury while lifting heavy parcels and went off work. IAF, Tab 1 at 9. He filed a traumatic injury claim with the Office of Workers’ Compensation Programs (OWCP), which accepted his claim for cervical sprain/strain and muscle spasm on the left side of his neck. IAF, Tab1 at 9-11, Tab 6 at 98. In June 2015, the appellant submitted a Duty Status Report, OWCP Form CA-17, completed by his treating physician, reflecting that he could return to work with restrictions. IAF, Tab 6 at 123. On June 23, 2015, the agency offered him a modified duty assignment, which he accepted. Id. at 122. Two days later, however, he provided another Duty Status Report completed by his physician reflecting that he was temporarily totally2 disabled (TTD). Id. at 121. From June 25, 2015, through June 29, 2016, the appellant periodically provided documentation completed by his physician reflecting that he remained in TTD status due to his traumatic injury. Id. at 102, 104, 108-10, 115-21. Meanwhile, in August 2015, the appellant filed an occupational illness claim with OWCP based on carpal tunnel with a date of injury of July 23, 2015. I-3 AF, Tab 13 at 161-63. OWCP sent the appellant to an orthopedic surgeon to determine the relationship between his carpal tunnel and the factors of his employment. Id. at 133. In the resulting December 17, 2015 second opinion, an orthopedic surgeon confirmed that the appellant suffered from bilateral carpal tunnel syndrome and bilateral Guyon canal entrapment and found that the appellant’s conditions were medically connected to his employment. Id. at 116- 31. The orthopedic surgeon determined that the appellant could return to work with the following restrictions: up to 4 hours per day of repetitive wrist movements; 4 hours per day of pushing and pulling with a 40-pound weight limitation; and 4 hours per day of lifting with a 30-pound weight limitation. Id. at 130. The orthopedic surgeon also completed a December 23, 2015 work capacity evaluation reflecting that the appellant could return to work with those restrictions. Id. at 115. OWCP accepted the appellant’s occupational illness claim based on bilateral carpal tunnel syndrome and bilateral Guyon canal entrapment for medical benefits only. Id. at 108; IAF, Tab 6 at 99. On January 22, 2016, the agency received copies of the second opinion orthopedic evaluation and work capacity evaluation. I-3 AF, Tab 13 at 115-31. On February 13, 2016, although the appellant was still on TTD status according to his treating physician, the agency offered him a limited -duty assignment performing clerk distribution duties “within restrictions” with a 40 -pound limit on pushing and pulling, a 30 -pound limit on lifting, and no repetitive wrist movements. IAF, Tab 6 at 113-14. The appellant did not accept this job offer.3 Id.; I-3 AF, Tab 34 at 9, Tab 35, Hearing Compact Disc (HCD) (testimony of the Rehabilitation Program Coordinator). On February 23, 2016, the appellant requested reassignment to a customer care agent position at the agency’s Los Angeles Customer Call Center (LACCC) as a reasonable accommodation. IAF, Tab 6 at 111; I-3 AF, Tab 34 at 9. On February 29, 2016, the agency’s Santa Ana District Reasonable Accommodation Committee offered him the opportunity to attend a meeting to discuss his reasonable accommodation request, but he did not respond, and the agency closed out his reasonable accommodation request. I-3 AF, Tab 20 at 92. OWCP referred the appellant to another orthopedic surgeon for a second opinion assessment in connection with his traumatic injury claim to determine the nature of his condition, the extent of his disability, and the appropriate treatment. I-3 AF, Tab 15 at 65. The appellant attended the appointment on February 24, 2016. I-3 AF, Tab 14 at 140, Tab 15 at 13-24. In this second opinion evaluation, the orthopedic surgeon stated that the appellant could return to work in a sedentary capacity with a 10-pound restriction on lifting, pushing, and pulling for up to 8 hours per day, and he later provided an April 19, 2016 work capacity evaluation reflecting that the appellant could return to work with those restrictions. I-3 AF, Tab 14 at 141, Tab 15 at 24. On May 3, 2016, the appellant requested reasonable accommodation consistent with the restrictions articulated in the April 19, 2016 work capacity evaluation. I-3 AF, Tab 20 at 91, Tab 34 at 11. On May 6, 2016, the agency offered the appellant a limited-duty assignment performing “distribution clerk duties within restrictions” with a 10-pound limit on lifting, pulling, and pushing. IAF, Tab 6 at 105. The appellant did not respond to this job offer. Id.; HCD (testimony of the Customer Services Supervisor). On June 10, 2016, the agency offered the appellant another limited-duty assignment based on his restrictions as identified in both OWCP second opinions performing, in pertinent part,4 “distribution clerk duties within restrictions” for up to 4 hours. I-3 AF, Tab 9 at 18. The appellant did not accept this job offer. I -3 AF, Tab 34 at 8. On June 15, 2016, the Customer Services Supervisor performed a search for work within the La Puente Post Office within the appellant’s restrictions but did not find any available work.2 IAF, Tab 6 at 103. In two OWCP Forms CA -17 dated June 29, 2016—one for the appellant’s traumatic injury and one for his occupational illness—the appellant’s treating physician indicated that he could return to work with restrictions. Id. at 102; I-3 AF, Tab 20 at 50. Specifically, the physician stated that the appellant could perform sedentary work for 4 hours per day with a 10-pound limitation on pushing, pulling, and lifting and no overhead work, casing, or repetitive use of his hands. IAF, Tab 6 at 102; I -3 AF, Tab 20 at 50. On June 30, 2016, the appellant filed the instant appeal arguing that the agency improperly denied his request for restoration.3 IAF, Tab 1, Tab 5 at 4. The agency continued its search for work for the appellant within his medical restrictions. IAF, Tab 6 at 101; HCD (testimony of the Customer Services Supervisor and the Rehabilitation Program Coordinator) . In particular, on July 13, 2016, the agency conducted a 50-mile geographic search that included facilities within and outside the Santa Ana District boundaries for limited-duty work, using the updated medical restrictions. I-3 AF, Tab 29 at 17-55, Tab 36, Initial Decision (ID) at 9. On August 10, 2016, the agency notified the appellant 2 Although the worksheet documenting the appellant’s supervisor’s search for available work reflects that she searched for work consistent with the second opinion dated June 3, 2016, it appears from the listed restrictions that she is referring to the April 19, 2016 work capacity evaluation, which the agency received on June 3, 2016. IAF, Tab 6 at 103; I-3 AF, Tab 20 at 31. 3 Pursuant to the appellant’s request for an extension of time to complete discovery, the administrative judge dismissed the appeal without prejudice. IAF, Tab 9. The appeal was automatically refiled on October 12, 2016. Cayanan v. U.S. Postal Service , MSPB Docket No. SF-0353-16-0599-I-2, Appeal File (I-2 AF), Tab 2. The appellant then requested an additional extension of time for medical reasons, and the administrative judge dismissed the appeal without prejudice for a second time. I -2 RAF, Tab 6, Initial Decision. The appeal was automatically refiled on December 5, 2016. I -3 AF, Tab 1.5 that it was unable to find limited -duty work for him, either within the facility or within the local commuting area. I -3 AF, Tab 15 at 162. On January 9, 2017, the agency offered the appellant a limited-duty assignment to train as a Passport Acceptance Agent. I-3 AF, Tab 29 at 58. The appellant accepted this job offer on January 12, 2017. Id. However, he did not pass the training required for the position. HCD (testimony of the Rehabilitation Program Committee Lead). Around January 19, 2017, the agency returned the appellant to work in a different assignment. I-3 AF, Tab 22 at 4; HCD (testimony of the Rehabilitation Program Coordinator). The administrative judge found that the appellant established jurisdiction over the denial of restoration claim related to his status as a partially recovered employee. ID at 6; IAF, Tab 7. After holding the appellant’s requested hearing, the administrative judge issued an initial decision finding on the merits that the appellant proved the following: (1) he was absent from his official position due to a compensable injury; (2) he 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 him; and (3) the agency denied his restoration request on August 10, 2016, when it notified him that it was unable to find limited-duty work for him. ID at 7. However, the administrative judge found that the appellant failed to show that the agency’s denial of restoration was arbitrary and capricious. ID at 8-15. The administrative judge also found that the appellant failed to establish his discrimination and retaliation affirmative defenses. ID at 15-25. The appellant has filed a petition for review of the initial decision, and the agency has responded. Petition for Review (PFR) File, Tabs 3, 5.4 4 For the first time on review, the appellant has submitted a copy of chapter 5 of the Employee and Labor Relations Manual. PFR File, Tab 3 at 11-346. Because the appellant has not shown that this document was unavailable below despite his due diligence, we decline to consider it for the first time on review. Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 214 (1980) (providing that, under 5 C.F.R. § 1201.115, the Board generally will not consider evidence submitted for the first time with the petition6 ANALYSIS We affirm the administrative judge’s determination that the appellant did not prove his restoration claim, as modified to apply the Board’s recent case law. The 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.” Kingsley, 123 M.S.P.R. 365, ¶ 9 (quoting 5 C.F.R. § 353.102). OPM’s regulations require that agencies “make every effort to restore in the local commuting area, according to the circumstances in each case, an individual who has partially recovered from a compensable injury and who is able to return to limited duty.” Id., ¶ 10 (quoting 5 C.F.R. § 353.301(d)). To establish jurisdiction over a claim of denial of restoration as a partially recovered employee, an appellant is required to make nonfrivolous allegations5 of the following: (1) he was absent from his position due to a compensable injury; (2) he 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 him; (3) the agency denied his request for restoration; and for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). 5 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s).7 (4) the denial was arbitrary and capricious. Kingsley, 123 M.S.P.R. 365, ¶ 11; 5 C.F.R. § 1201.57(a)(4), (b). Once an appellant establishes jurisdiction, he is entitled to a hearing at which he must prove the merits of his restoration appeal, i.e., all four of the above elements, by a preponderance of the evidence.6 Kingsley, 123 M.S.P.R. 365, ¶¶ 11-12; 5 C.F.R. § 1201.57(c)(4). After the administrative judge issued his initial decision, the Board issued a decision clarifying the fourth criterion in partial restoration appeals. Cronin v. U.S. Postal Service , 2022 MSPB 13. The Board overruled Latham v. U.S. Postal Service, 117 M.S.P.R. 400 (2012), and its progeny to the extent such precedent held that a denial of restoration may be arbitrary and capricious based on an agency’s failure to comply with its self-imposed restoration obligations, such as those provided in the agency’s Employee and Labor Relations Manual (ELM). Cronin, 2022 MSPB 13, ¶ 20. Accordingly, an agency’s denial of restoration is only arbitrary and capricious if it failed to make every effort to search within the local commuting area for vacant positions to which it could restore the employee and to consider him for any such vacancies.7 Id., ¶¶ 20-21. The Board in Cronin also clarified that claims of prohibited discrimination or reprisal cannot serve as an alternative means of showing that a denial of restoration was arbitrary and capricious. Id., ¶ 21. Because the Board issued Cronin while this petition for review was pending, it is given retroactive effect and applies to this appeal. Desjardin v. U.S. Postal Service , 2023 MSPB 6, ¶ 18 n.8. Therefore, as discussed below, we modify the initial decision to apply the Board’s decision in Cronin. 6 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). 7 The appellant’s reference to Latham and the agency’s self-imposed ELM requirements in his petition for review is, therefore, unpersuasive. PFR File, Tab 3 at 6, 8; I-3 AF, Tab 21 at 62.8 We affirm the administrative judge’s finding that the agency did not deny the appellant restoration through June 10, 2016. As noted above, the agency offered the appellant limited-duty assignments performing distribution clerk duties “within restrictions” on February 13, May 6, and June 10, 2016, but the appellant did not accept any of these job offers. IAF, Tab 6 at 105-06, 113-14; I-3 AF, Tab 9 at 18; HCD (testimony of the Rehabilitation Program Coordinator and the Customer Service Supervisor). In the initial decision, the administrative judge found that the agency’s job offers on February 13, May 6, and June 10, 2016 fulfilled its restoration obligation because they were consistent with the medical restrictions provided in the applicable OWCP second opinions. ID at 13-14. On review, the appellant does not challenge the administrative judge’s determination that the February 13 and May 6, 2016 offers were not “so unreasonable” as to constitute a denial of restoration, and we discern no basis to disturb this finding. Indeed, the Board has found that there is no denial of restoration when the appellant does not accept a valid restoration job offer. See Hamilton v. U.S. Postal Service, 123 M.S.P.R. 404, ¶¶ 4, 15 (2016) (finding that when an appellant accepted, but never reported for duty in a limited-duty assignment, she failed to nonfrivolously allege that the agency denied her restoration); Ballesteros v. U.S. Postal Service, 88 M.S.P.R. 428, ¶¶ 7 -12 (2001) (concluding that the Board lacked jurisdiction over a restoration appeal when the appellant rejected the rehabilitation job offer). Nonetheless, a restoration job offer may be deemed so unreasonable as to amount to an effective denial of restoration. See Kingsley, 123 M.S.P.R. 365, ¶ 13. For example, a job offer that requires an appellant to perform duties outside of his medical restrictions is tantamount to a denial of restoration. Paszko v. U.S. Postal Service , 119 M.S.P.R. 207, ¶ 9 (2013). When, as here, OWCP has not made a ruling on the medical suitability of a job offer, the Board is free to make an independent finding on this matter. Id., ¶ 12; Ballesteros, 88 M.S.P.R. 428, ¶ 9. To show that an agency’s restoration job offer9 is unreasonable, an appellant must present specific, independent evidence corroborating his allegations. See Foley v. U.S. Postal Service , 90 M.S.P.R. 206, ¶ 6 (2001) (setting forth this requirement at the jurisdictional stage). We have considered the appellant’s reassertion on review that the June 10, 2016 job offer was not within his medical restriction of sedentary duties because it would have required him to stand and walk. PFR File, Tab 3 at 7. In the initial decision, the administrative judge found this argument unavailing because the offer was limited to distribution duties “within restrictions,” and the appellant failed to proffer any credible evidence that the offer would require him to perform nonsedentary work. ID at 14-15. The administrative judge’s findings are supported by the record. See, e.g., I-3 AF, Tab 9 at 18 (noting that the June 10, 2016 limited-duty job offer did not expressly limit the appellant to sedentary duties, but it provided, among other things, that he would “[p]erform distribution clerk duties within restrictions” and that the duties were “[b]ased on [the] second opinion for both cases per employee/representative request”);8 I-3 AF, Tab 14 at 141; HCD (testimony of the Customer Services Supervisor) (explaining that there are sedentary distribution clerk duties, such as writing second notices, the job offer was based on the appellant’s medical restrictions, and he would not be asked to work outside of his restrictions). We agree and further find that the appellant’s speculation on review that the job offer would have required him to stand and walk, despite being limited to duties “within restrictions,” falls short of his burden to present specific, independent evidence corroborating his allegation that the job offer exceeded his medical restrictions.9 See Foley, 90 M.S.P.R. 206, ¶ 6. Thus, we find no basis to 8 As discussed above, the December 17, 2015 second opinion for the appellant’s occupational illness imposed additional medical restrictions. I-3 AF, Tab 13 at 130. 9 Although the appellant’s treating physician did not remove him from TTD status until June 29, 2016, the appellant does not contend that he could not perform any duties during this time, only that he had to perform sedentary duties. PFR File, Tab 3; IAF, Tab 6 at 102, 104, 108-10, 115-21; I-3 AF, Tab 20 at 50, Tab 34 at 8. 10 disturb the administrative judge’s determination that the June 10, 2016 job offer was not “so unreasonable” as to constitute an effective denial of restoration. Accordingly, under the circumstances present here, we find that the agency did not deny him restoration on this date. We affirm, as modified, the administrative judge’s determination that the agency did not violate its restoration obligations between June 11, 2016, and January 8, 2017, to find that a Customer Care Agent position at the LACCC is not within the Board’s scope of review. Between the appellant’s rejection of a valid job offer on June 10, 2016, and the agency’s offer of a Passport Acceptance Agent position on January 9, 2017, the agency made no additional job offers to the appellant. The administrative judge found that the any denial of restoration during this period was not arbitrary and capricious because the agency conducted an appropriate facility-wide search in June 2016 and local commuting area search in July 2016. ID at 8-13. On August 10, 2016, the agency informed the appellant that it had been unable to find any work within his restrictions during its search. I-3 AF, Tab 15 at 162. The administrative judge noted that the appellant did not challenge the geographic scope of the local commuting area or assert that the agency’s July 13, 2016 search failed to encompass the local commuting area. ID at 10. The appellant does not contest these findings on review, and we do not revisit them here. Rather, the appellant reasserts on review his claim that he could have performed work at the LACCC as a Customer Care Agent. PFR File, Tab 3 at 8-9; I-3 AF, Tab 7 at 9. We are not persuaded. In its Cronin decision, the Board concluded that it lacks jurisdiction over claims that the agency failed to restore partially recovered employees to duty in whatever tasks are available regardless of whether those tasks comprise the essential functions of an established position. Cronin, 2022 MSPB 13, ¶¶ 15-20. Rather, the agency’s efforts to find work that did not constitute the essential functions of an established and vacant position cannot form the basis of a11 restoration claim before the Board. Desjardin v. U.S. Postal Service , 2023 MSPB 6, ¶¶ 17-18. The administrative judge found that the agency was not required to search the LACCC for positions, even though it fell within the local commuting area, for a number of reasons. ID at 10-11. As most relevant to our discussion here, he reasoned that non-bid positions at the LACCC were reserved for injured employees who had reached maximum medical improvement. ID at 10-11. Because the appellant had not reached maximum medical improvement, the administrative judge concluded that the agency’s failure to include the LACCC as part of its July 13, 2016 local commuting area search was not arbitrary and capricious. ID at 11. We find it unnecessary to determine whether the administrative judge properly concluded that the agency’s failure to include the LACCC in its search was not arbitrary and capricious because the appellant was still improving following his injuries. Instead, we conclude that the appellant could not perform the essential functions of a Customer Care Agent. Customer Care Agents receive and respond to customer telephone and email inquiries. I-3 AF, Tab 29 at 62. An OWCP Rehabilitation Counselor conducted a job analysis describing the physical requirements of the Customer Care Agent position. Id. at 62-66; HCD (testimony of the Acting Manager of Support); see Smart v. Department of the Navy , 92 M.S.P.R. 120, ¶ 11 (2002) (explaining that OWCP, not the employing agency or the Board, possesses the requisite expertise to evaluate whether a position is suitable in light of the employee’s particular medical condition). The duties required up to 8 hours of intermittently grasping and moving a computer mouse, and fine manipulation up to 8 hours of using a keyboard. I-3 AF, Tab 29 at 62, 66. Ability to use a keyboard and mouse were essential to the position. HCD (testimony of the Acting Manager of Support). In particular, the job required typing in the names, addresses, and case numbers of customers calling the LACCC, and making notes of those calls. I-3 AF, Tab 29 at 66. It also required12 using a mouse to access pull-down menus on a computer screen. Id. Although the typing and use of the mouse was intermittent, the Rehabilitation Counselor indicated that the total amount of time spent on these activities was 3.2 hours in an 8-hour shift. Id. at 62, 66. These physical demands—which the appellant does not challenge on review —are inconsistent with his doctor’s concurrent OWCP Form CA-17, which indicated that the appellant should “avoid repetitive use of hands.” I-3 AF, Tab 20 at 50. Because the appellant could not perform these essential duties of the Customer Care Agent position, the agency’s failure to offer him the position cannot form the basis of a finding that it denied him restoration, as it falls outside of our scope of review. The administrative judge’s different explanation for why the agency did not violate the appellant’s restoration rights in connection with its failure to search the LACCC does not provide a basis to reverse the initial decision. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (holding that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). We affirm, as modified, the administrative judge’s determination that the appellant did not prove his affirmative defenses. The appellant argued below that the agency discriminated against him based on his age, disability, and race, and retaliated against him for requesting reasonable accommodation. IAF, Tab 5 at 5; I-3 AF, Tab 7 at 4. In the initial decision, the administrative judge found that the appellant failed to proffer “even a scintilla” of evidence suggesting a discriminatory or retaliatory motive on the part of the agency and thus concluded that he failed to prove his discrimination and retaliation claims. ID at 20, 25. The administrative judge also found that the appellant failed to prove that the agency improperly denied his reasonable accommodation requests.10 ID at 18. 10 In Desjardin, 2023 MSPB 6, ¶ 25, the Board stated that the Board’s jurisdiction over discrimination claims in connection with an alleged denial or restoration extends only to an agency’s failure to restore the appellant due to its failure to properly search the local13 Since the initial decision was issued, the Board clarified the standards for evaluating claims of discrimination and retaliation in Pridgen v. Office of Management and Budget , 2022 MSPB 31. As explained in Pridgen, an appellant can prove disparate treatment discrimination based on age, race, and disability by showing that the prohibited consideration was at least a motivating factor in the agency action. Pridgen, 2022 MSPB 31, ¶¶ 20-22, 40, 42. On review, the appellant does not specifically challenge the administrative judge’s assessment of his claims of age and race discrimination. PFR File, Tab 3. Further, notwithstanding the fact that he did not have the benefit of Pridgen, we find the administrative judge’s analysis of the appellant’s age and race claims consistent with that decision. ID at 18-25. Therefore, we decline to reconsider his determination that the appellant failed to prove discrimination based on age or race. Regarding the appellant’s claim of reprisal for equal employment opportunity (EEO) activity, the administrative judge identified the appellant’s reasonable accommodation requests as the only EEO activity, ID at 20, and the appellant does not challenge this statement on review. After the initial decision was issued, the Board clarified that an appellant alleging retaliation for requesting a reasonable accommodation must prove “but-for” causation, i.e., that the agency would not have taken the same action in the absence of his accommodation request. Pridgen, 2022 MSPB 31, ¶¶ 44-48. Applying the Board’s case law at the time, the administrative judge found that the appellant did not prove that his reasonable accommodation requests were a motivating factor. ID at 20. The appellant does not reassert his claim on review. An appellant who fails to prove motivating factor necessarily fails to meet the more stringent “but-for” standard. commuting area for vacant positions to which it could have reassigned him. Here, because we have affirmed the administrative judge’s finding that the agency did not violate this restoration obligation, we recognize that there is a question as to whether we have jurisdiction over his EEO claims. However, we need not reach that issue here. Even considering the appellant’s claims, as we do below, we agree with the administrative judge that he failed to prove them on the merits.14 Desjardin, 2023 MSPB 6, ¶ 33. Accordingly, except as modified to find that the appellant did not prove his requests for accommodation were a “but-for” cause of the alleged denial of restoration, we decline to disturb the administrative judge’s determination on this claim. On review, the appellant challenges the administrative judge’s analysis of his claims of failure to accommodate and disparate treatment disability discrimination. PFR File, Tab 3 at 8-9. Both a claim of disability discrimination based on an individual’s status as disabled and a claim based on an agency’s failure to reasonably accommodate that disability require that the individual be “qualified.” Haas v. Department of Homeland Security , 2022 MSPB 36, ¶¶ 28-29. A qualified individual with a disability is one who can “perform the essential functions of the . . . position that such individual holds or desires” with or without reasonable accommodation. 42 U.S.C. § 12111(8); Haas, 2022 MSPB 26, ¶ 28. The administrative judge found that the appellant failed to prove he was qualified for his prior or a vacant position that he desired. ID at 14-18. Therefore, he concluded that the appellant did not prove his disability discrimination claims. The appellant does not dispute the administrative judge’s determination that he could not perform the duties of the Sales/Services Distribution Associate position that he held at the time he was injured, even with accommodation. ID at 16-17; PFR File, Tab 3 at 8-9. He also does not provide any specific reason to find error with the administrative judge’s determination that he did not identify any other vacant position during the relevant timeframe for which he could perform the essential functions.11 ID at 17; PFR File, Tab 3 at 8-9. Instead, the appellant argues that he could have performed “duties” of different jobs. We find 11 The appellant’s arguments on review that the administrative judge made “improper determinations” regarding his discrimination and retaliation claims and that the agency violated the Rehabilitation Act by requiring employees to reach maximum medical improvement to be eligible for a rehabilitation assignment at the LACCC provide no basis to disturb this finding. PFR File, Tab 3 at 7-9. 15 that the appellant provides no basis to find error in the administrative judge’s determination that he did not prove his disability discrimination claims. See Desjardin, 2023 MSPB 6, ¶ 29 (concluding that an appellant failed to prove his disparate treatment and reasonable accommodation disability discrimination claims because he did not allege he could perform the essential functions of his position with or without accommodation, and there was no evidence of any vacant position he could perform within his medical restrictions, even with a reasonable accommodation). The appellant’s other arguments on review provide no basis for review. On review, the appellant argues that the administrative judge failed to consider all of his pleadings. PFR File, Tab 3 at 6. The appellant has not identified any particular pleading that the administrative judge failed to consider or shown that any such error affected the outcome of the appeal. See Panter, 22 M.S.P.R. at 282. Accordingly, this argument provides no basis to disturb the initial decision. The appellant also argues that the administrative judge “made improper determinations regarding the Agency’s [f]ailure to provide the Appellant with his requested discovery.” PFR File, Tab 3 at 8. The record does not indicate that the appellant preserved any objection to the administrative judge’s discovery rulings, as required to preserve the alleged error for the Board’s review. Vores v. Department of the Army , 109 M.S.P.R. 191, ¶ 14 (2008), aff’d, 324 F. App’x 883 (Fed. Cir. 2009). Further, administrative judges have broad discretion in ruling on discovery matters, and absent an abuse of discretion, the Board will not find reversible error in such rulings. Id. Additionally, even if the administrative judge abused his discretion concerning his rulings below, the appellant must show how that error affected the result reached in his appeal. Id. Here, the administrative judge considered each of the appellant’s challenges to the agency’s discovery responses but found that the appellant’s requests for admission, document production, and interrogatories were redundant, duplicative, irrelevant,16 vague, or overbroad. I -3 AF, Tab 28 at 1-2. Thus, he denied the appellant’s motions to compel. Id. The appellant’s mere disagreement with the administrative judge’s findings on review provides no basis to find that he abused his discretion or, even if he did, that such abuse of discretion affected the outcome in this appeal. See Vores, 109 M.S.P.R. 191, ¶ 14. Accordingly, this argument likewise provides no basis to disturb the initial decision. NOTICE OF APPEAL RIGHTS12 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. 12 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.17 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,18 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 19 (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.13 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. 13 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. 20 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.21
Cayanan_Ramon_SF-0353-16-0599-I-3__Final_Order.pdf
2024-05-08
RAMON CAYANAN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. SF-0353-16-0599-I-3, May 8, 2024
SF-0353-16-0599-I-3
NP
1,531
https://www.mspb.gov/decisions/nonprecedential/Elliott-Thompson_Tracy_A_SF-0752-19-0240-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TRACY A. ELLIOTT-THOMPSON, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER SF-0752-19-0240-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tracy A. Elliott-Thompson , Tulsa, Oklahoma, pro se. Catherine V. Meek , Long Beach, 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 the appellant’s removal appeal for lack of jurisdiction. On petition for review, the appellant asks that her request for a hearing be reconsidered. 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). 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
Elliott-Thompson_Tracy_A_SF-0752-19-0240-I-1__Final_Order.pdf
2024-05-07
null
SF-0752-19-0240-I-1
NP
1,532
https://www.mspb.gov/decisions/nonprecedential/Mahmood_Haneefah_R_SF-0752-17-0677-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD HANEEFAH R. MAHMOOD, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER SF-0752-17-0677-I-2 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Andrew Kim , Esquire, Atlanta, Georgia, for the appellant. Joshua Fizer and Matthew C. Miller , Baltimore, 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 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 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). 2 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 make clear that, consistent with the Board’s decision in Boo v. Department of Homeland Security , 122 M.S.P.R. 100 (2014), the agency provided evidence demonstrating that the appellant made the statements identified in both specifications of the false statement charge for her own private material gain, and to clarify the administrative judge’s findings concerning the appellant’s affirmative defense of reprisal for equal employment opportunity (EEO) activity, we AFFIRM the initial decision. BACKGROUND The appellant was previously employed as a Senior Case Technician with the agency’s Disability Adjudication and Review office in Seattle, Washington. Mahmood v. Social Security Administration , MSPB Docket No. SF-0752-17- 0677-I-1, Initial Appeal File (IAF), Tab 15 at 34. By a letter dated May 2, 2017, the agency proposed to remove the appellant based on four charges: (1) failure to cooperate with an administrative investigation, with a single specification; (2) conduct unbecoming a Federal employee, with four specifications; (3) lack of candor, with two specifications; and (4) false statements, with two specifications. Id. at 94-113. The charges arose out of the appellant’s interactions with her supervisor on three separate occasions: on January 19, 2017, during the agency’s effort to investigate another employee’s failure to receive two original emails; on 3 March 14, 2017, during the agency’s investigation into allegations that the appellant had harassed another employee; and during a conversation and subsequent emails on March 29, 2017, regarding whether the appellant was completing one of her assigned duties. Id. at 94-100. The appellant provided written and oral replies to the proposed removal. Id. at 60-90. After considering the appellant’s responses, the deciding official issued a decision sustaining all of the charges and specifications and removing the appellant, effective August 4, 2017. Id. at 35-49. The appellant timely filed an appeal with the Board challenging her removal. IAF, Tab 1. The appellant also raised a number of affirmative defenses, including a violation of her Weingarten rights,2 retaliation for her EEO activity, a due process violation based on ex parte communications between several agency officials involved in her removal, and a violation of the applicable collective bargaining agreement. Id. at 2-12; Mahmood v. Social Security Administration , MSPB Docket No. SF-0752-17-0677-I-2 , Refiled Appeal File (RAF), Tab 15 at 2. The appeal was dismissed without prejudice to refiling at the parties’ request, and was subsequently automatically refiled. IAF, Tab 30; RAF, Tab 1; see RAF, Tab 6. Following the first day of the appellant’s requested hearing in the refiled appeal, the parties informed the administrative judge that they had reached a tentative resolution of the appeal, and consequently, the administrative judge postponed the remaining scheduled hearing days. RAF, Tabs 29-30, 35. After the parties were unable to reach a final agreement to settle the appeal, see RAF, Tab 31 at 1, the appellant withdrew her request for a hearing and requested a decision on the written record, RAF, Tabs 39, 40. 2 Weingarten rights involve a private sector employee’s right, articulated in National Labor Relations Board v. J. Weingarten, Inc. , 420 U.S. 251, 260 (1975), to request union representation at an investigatory interview that the employee reasonably believes might result in disciplinary action. See Howard v. Office of Personnel Management , 31 M.S.P.R. 617, 621 (1986), aff’d, 837 F.2d 1098 (Fed. Cir. 1987) (Table). Congress granted Federal employees Weingarten-type rights in the Civil Service Reform Act. 5 U.S.C. § 7114(a)(2)(B). 4 After the parties submitted their close of record briefs, RAF, Tabs 41-43, the administrative judge issued an initial decision affirming the agency’s removal action, RAF, Tab 44, Initial Decision (ID). The administrative judge found that the agency proved all four charges and all of the attendant specifications. ID at 8-25. She also found that the appellant failed to prove any of her affirmative defenses. ID at 25-32. Finally, the administrative judge found that the agency established a nexus between the misconduct and the efficiency of the service, and determined that the removal penalty was reasonable under the circumstances. ID at 32-35. 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 On review, the appellant challenges the administrative judge’s finding that the agency proved the charge of failure to cooperate with an agency investigation, arguing that her conduct did not rise to the level of a refusal to cooperate. PFR File, Tab 1 at 9-12. The appellant also argues that the administrative judge erroneously credited her supervisor’s version of events related to the conduct unbecoming and lack of candor charges, even where it was in conflict with the documentary evidence or was insufficiently specific. Id. at 12-16. Finally, the appellant argues that the administrative judge applied the incorrect legal standard for the false statement charge by considering whether the appellant made the purportedly false statements with the intent to deceive, but without considering whether she made the statements for “private material gain,” as required by the Board in Boo v. Department of Homeland Security . Id. at 16-17. The appellant has not challenged any of the administrative judge’s findings denying her affirmative defenses. 5 The administrative judge correctly concluded that the agency proved the charge of failure to cooperate with an administrative investigation. Regarding the charge of failure to cooperate with an administrative investigation, the appellant does not dispute the administrative judge’s finding that she exited the interview room before she was asked or answered any substantive questions for the agency’s investigation. See ID at 9-10. Instead, the appellant reiterates her argument that she was reluctant to answer questions due to the fact that she did not have a union representative present with her in-person, and she faults the agency for failing to contact the union to see whether a representative was available in -person on the day of her interview. PFR File, Tab 1 at 9-11. The appellant also notes that she did not actually refuse to answer any question and blames the agency for failing to attempt to reschedule the meeting so that a union representative could be present in-person. Id. at 11-12. She argues that her conduct did not constitute a failure to cooperate with the investigation, and the administrative judge erred by concluding that the agency proved the charge as written. Id. As support for her argument, the appellant cites a number of Board and U.S. Court of Appeals for the Federal Circuit (Federal Circuit) cases that she argues demonstrate that her actions did not rise to the level of an actual refusal to cooperate with the investigation. See id. at 9-12 (citing Modrowski v. Department of Veterans Affairs , 252 F.3d 1344, 1350 (Fed. Cir. 2001); Pedeleose v. Department of Defense , 110 M.S.P.R. 508 (2009); Negron v. Department of Justice , 95 M.S.P.R. 561 (2004); Hankins v. Department of the Army, MSPB Docket No. DA-0752-13-0423-I-1, Final Order (Sept. 8, 2014)). The events discussed in this charge occurred on January 19, 2017, when the appellant was summoned to an interview room to discuss the facts and circumstances surrounding another employee’s failure to receive two original emails. IAF, Tab 18 at 19; see ID at 9. Before the appellant’s supervisor could begin questioning the appellant, she expressed her belief that the investigation concerned her pending EEO complaint and stated that she wanted her 6 representative present. IAF, Tab 18 at 19 . After informing the appellant that she could not have an EEO representative, the appellant left the room. Id. She returned approximately 4 minutes later and again demanded her choice of a representative. Id. at 20. Her supervisor informed the appellant that she could have a union representative assist her, at which point the appellant requested a break for a few minutes to decide what to do and again left the room. Id. at 20-21. After returning, the appellant restated her belief that she had the right to have “any rep” assist her, but stated that she wanted a union representative, and that she wanted to have the representative appear in-person.3 Id. at 21. The appellant’s supervisor informed the appellant that she could not direct the manner of how her union representative appeared and informed her that the representative could appear by telephone. The appellant said “bye” and subsequently left the room, never to return, without answering any substantive questions for the interview. Id. Concerning the appellant’s claims that she was entitled to have an in-person union representative and that she rightfully refused to continue the interview until an in -person representative was available, as the agency correctly notes, the administrative judge considered and rejected this argument. PFR File, Tab 3 at 11-12; see ID at 10-11; RAF, Tab 20 at 115. The administrative judge specifically found that the applicable collective bargaining agreement did not require the agency to allow an in -person union representative, and so the appellant could not condition her cooperation with the agency investigation on a representative’s physical presence at the interview. ID at 10-11, 30-31. We have reviewed the applicable language in the collective bargaining agreement and discern no reason to disturb the administrative judge’s finding. RAF, Tab 20 at 115; 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 3 As the union representative noted, the appellant’s office was located in Seattle, Washington, and the union representatives were located at a different office, a significant distance away, in Spokane, Washington. See IAF, Tab 42 at 198, 205. 7 evidence as a whole, drew appropriate inferences, and made reasoned conclusions on issues of credibility); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). Further, as the administrative judge noted, the union representative who was on call the day of the appellant’s interview indicated in deposition testimony that she did not believe that the collective bargaining agreement required her physical presence for a Weingarten meeting, and noted that because she was not located in the same city as the appellant, she would not have even been able to be physically present for the meeting and did not typically attend Weingarten meetings in-person. ID at 10-11; see Tab 42 at 198, 205-08, 225-26. Consequently, the appellant’s argument that the agency was obligated to reschedule the interview to accommodate a union representative’s physical presence is also without merit. PFR File, Tab 1 at 10-12. Further, to the extent the appellant is arguing that her actions are distinguishable from those in the Board and Federal Circuit cases she cites on review, because she never actually “refused” to answer any questions, her argument is inapposite. PFR File, Tab 1 at 9-12. As the administrative judge noted, after the agency denied the appellant’s request for an in-person union representative, the appellant made clear her intention not to participate in the interview when she said “bye” to the interviewer before answering a single substantive question, left the interview room for a final time, and made no further attempt to contact the interviewer to continue the interview. ID at 9-11. In all of the cases cited by the appellant on review other than Modrowski, the Board ultimately upheld the charge of failure to cooperate with an investigation based on conduct substantially similar to the appellant’s conduct in this case. See Pedeleose, 110 M.S.P.R. 508, ¶¶ 3, 18-20 (upholding the charge of failure to cooperate where the appellant refused to answer any questions on grounds that the investigation was unlawful); Negron, 95 M.S.P.R. 561, ¶¶ 10-11, 31 (upholding the charge of failure to cooperate with an investigation based on the 8 appellant’s refusal to provide relevant documents in his possession in response to an inquiry); Hankins, MSPB Docket No. DA-0752-13-0423-I-1, Final Order, ¶¶ 13, 15 (upholding a charge of failure to cooperate in an investigation where the appellant did not “outright refuse[]” to answer any particular question, but nevertheless was “evasive, refused to answer questions directly, and failed to provide candid and complete answers”).4 Finally, although the Federal Circuit reversed the charge of failure to cooperate with an investigation in Modrowski, it did so because the information the agency provided to the appellant in that case created considerable ambiguity about the scope of the appellant’s immunity from criminal prosecution, and the appellant did not have an opportunity to meet with his attorney to discuss the scope of his immunity before he refused to answer the questions—an issue that is not pertinent to the instant appeal. See Modrowski , 252 F.3d at 1350-53. Accordingly, we find no error in the administrative judge’s determination that the agency met its burden of proving the charge of failure to cooperate with an agency investigation. The administrative judge correctly concluded that the agency proved all specifications of the conduct unbecoming a Federal employee and lack of candor charges. The appellant also challenges the administrative judge’s findings that the agency proved the conduct unbecoming a Federal employee and lack of candor charges. PFR File, Tab 1 at 12-16. Regarding the conduct unbecoming charge, the appellant attacks the administrative judge’s credibility findings, arguing that she failed to address the discrepancy between the October 27, 2017 deposition testimony of the appellant’s supervisor, in which the supervisor responded that it was not his “recollection” that the appellant said anything about requesting a representative prior to leaving the interview room for the first time during their 4 We are not citing to this nonprecedential decision as precedent in support of our decision, but rather in order to respond to the appellant’s argument relying on this decision. See 5 C.F.R. § 1201.117(c)(2). 9 January 19, 2017 interview, and the contemporaneously prepared notes from another supervisor who was acting as a note-taker for the interview, reflecting that the appellant did request a union representative before leaving the interview for the first time. PFR File, Tab 1 at 12-13; see IAF, Tab 18 at 15; RAF Tab 42 at 100. The appellant argues that this discrepancy, and the administrative judge’s failure to address it, calls into question the administrative judge’s reliance on the note-taker’s notes for other purposes—namely, her reliance on the notes to establish that the appellant did not request a break before exiting the interview for the first time at 10:01 a.m. on January 19, 2017, which was relevant to the first specification of the conduct unbecoming charge. PFR File, Tab 1 at 12-13; see ID at 12-13. We agree with the agency that the appellant’s reliance on this purported discrepancy is misplaced. PFR File, Tab 3 at 16-17. As an initial matter, the appellant’s supervisor merely stated, during a deposition that occurred 9 months after the incident in question, that it was not his “recollection” that the appellant requested her representative before leaving the meeting for the first time. See RAF, Tab 42 at 100. This apparent memory lapse had no bearing on the challenged specification, which concerned whether the appellant requested a break. Further, the administrative judge considered the appellant’s claim that she requested a break at 10:01 a.m., but declined to credit it. ID at 12-13; see IAF, Tab 18 at 21. In making this determination, the administrative judge credited the note-taker’s contemporaneous notes and the appellant’s supervisor’s hearing testimony, both of which identified the appellant’s latter request for a break at approximately 10:13 a.m., and reasoned that if a prior request for a break at 10:01 a.m. had occurred, the testimony or the notes would have reflected the request. ID at 13. Given the administrative judge’s demeanor-based finding, we defer to her credibility determination. See Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) (observing that the Board generally must give deference to an administrative judge’s credibility determinations when they 10 are based, explicitly or implicitly, on the observation of the demeanor of witnesses testifying at a hearing). With respect to the lack of candor specifications concerning the events on January 19, 2017, the relevant specifications charge the appellant with inaccurately annotating the meeting transcript to reflect that she asked for, and was granted, a break before leaving the interview room for the first time. IAF, Tab 15 at 95. As with the conduct unbecoming specifications, for each of these specifications, the administrative judge credited the supervisor’s version of events, noting that he had credibly and consistently testified at the hearing about these issues, and that his recollection of events was corroborated by the note-taker’s notes. ID at 12-13. By contrast, the administrative judge declined to credit the appellant’s claim that she requested and was granted a break, concluding that she had provided inconsistent and evolving explanations for why she left the room, stating at various times that she did so because she “had a panic attack” after being denied access to her union representative, or that she was unable to talk and was “gasping for air” when she left the room. Id.; see RAF, Tab 41 at 66-67. It is possible that “gasping for air” could be considered a symptom of a “panic attack,” so it is at least arguable that the appellant’s varied explanations for why she left the room were not necessarily inconsistent. Nevertheless, we have reviewed the record as a whole, including the supervisor’s testimony and the note-taker’s notes, and we see no reason to disturb the administrative judge’s finding in this regard. See Haebe v. Department of Justice , 288 F.3d at 1301. Accordingly, with regard to the specifications of the charges of conduct unbecoming a Federal employee and lack of candor related to the events of January 19, 2017, we decline to disturb the administrative judge’s decision to credit the appellant’s supervisor’s testimony and the note-taker’s contemporaneous notes over the appellant’s version of the incident. See ID at 12-13; IAF, Tab 15 at 94-95. The appellant’s attempts on review to have the 11 Board reweigh this evidence are unpersuasive. PFR File, Tab 3 at 5-7; see Crosby, 74 M.S.P.R. at 105-06 (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, 33 M.S.P.R. at 359 (same). Regarding the specification of the conduct unbecoming charge related to the March 29, 2017 interaction between the appellant and her supervisor, the appellant argues on review that the administrative judge failed to consider the lack of specificity in the supervisor’s email to the appellant outlining the appellant’s unprofessional conduct during their in-person conversation. PFR File, Tab 1 at 14-15; see IAF, Tab 18 at 6-7. The relevant specification alleged that, on the morning of March 29, 2017, after the appellant’s supervisor realized that no one was covering the phones, he approached the appellant at her workstation and asked her whether she was aware that she was scheduled to cover the phones, and in response, the appellant made a number of disrespectful or inappropriate statements, which were summarized in the proposed removal. IAF, Tab 15 at 94-95, 99. In a subsequent email later that day, the appellant’s supervisor informed the appellant that her conduct that morning was unacceptable and directed her to follow the standards of conduct expected of Federal employees. Id. at 99; see IAF, Tab 18 at 6. On review, the appellant argues that her supervisor’s email did not contain the same level of detail as was contained in the notice of proposed removal, so the administrative judge erred by crediting the supervisor’s recollection of what the appellant said over the appellant’s assertion that she did not make the alleged statements. PFR File, Tab 1 at 14-15. The appellant also appears to argue that the administrative judge did not assign sufficient weight to the fact that there was a more than 5-hour delay between when the March 29, 2017 interaction occurred and when the appellant’s supervisor emailed the appellant to inform her that the interaction was unacceptable and unprofessional. Id. at 15. 12 As the agency correctly notes, the administrative judge did acknowledge the 5-hour gap between the interaction and the supervisor’s email, and credited the supervisor’s explanation that he spent that period of time consulting with the agency’s human resources and legal offices on how to appropriately address the issue with the appellant. PFR File, Tab 3 at 19; see ID at 15-16. Regarding the appellant’s suggestion that the lack of specificity in the supervisor’s email undercuts the allegations in the notice of proposed removal, we disagree. The administrative judge credited the supervisor’s account of the appellant’s statements based on witness demeanor, along with the appellant’s own admission that she perceived the supervisor’s statements as harassing, retaliatory, and defamatory. She concluded that the appellant likely reacted negatively to the supervisor’s statements in the manner described in the proposed removal. See ID at 15-16. The appellant’s arguments on review are not sufficient to disturb the administrative judge’s finding. Haebe, 288 F.3d at 1301 (stating that the Board may overturn demeanor -based credibility determinations only when it has “sufficiently sound” reasons to do so); see Faucher v. Department of the Air Force, 96 M.S.P.R. 203, ¶ 8 (2004) (stating that “sufficiently sound” reasons for overturning an administrative judge’s demeanor -based credibility determinations include circumstances when the administrative judge’s findings are incomplete, inconsistent with the weight of evidence, and do not reflect the record as a whole). Finally, regarding the two specifications of conduct unbecoming a Federal employee, the agency alleged that on two separate occasions on March 14, 2017, the appellant hung up the telephone on her supervisor while he was still speaking to her. On review, the appellant denies hanging up on her supervisor, but she does not offer any specific argument challenging the administrative judge’s findings regarding these specifications. PFR File, Tab 1 at 7; see ID at 16-17. Accordingly, we see no reason to disturb those findings on review. See Crosby, 74 M.S.P.R. at 105-06; Broughton, 33 M.S.P.R. at 359. 13 We modify the initial decision to clarify that the agency proved that the appellant made the charged false statements with the requisite intent to defraud agency officials for her own private material gain. With respect to the false statement charge, the appellant argues on review that the administrative judge analyzed the charge under the wrong legal standard. PFR File, Tab 1 at 16-17. The specifications of the false statements charge relate to an email the appellant sent on March 29, 2017, in which she accused her supervisor of vowing to use his position to “slander [the appellant’s] credibility during the course of [her] work performance,” and threatening the appellant that he would “discipline [her] for speaking out,” neither of which was true. IAF, Tab 15 at 95; see IAF, Tab 18 at 8-9. As the appellant correctly notes, to prove a charge of false statements or falsification, an agency must prove by preponderant evidence that the appellant: (1) supplied wrong information; and (2) she did so knowingly and with the intention of defrauding, deceiving, or misleading the agency. Haebe, 288 F.3d at 1305; see Leatherbury v. Department of the Army , 524 F.3d 1293, 1300 (Fed. Cir. 2008). In Boo v. Department of Homeland Security, the Board clarified that the second element of the charge requires that the agency prove that the appellant’s falsification was done for her own “private material gain.” Boo, 122 M.S.P.R. 100, ¶¶ 10-12 (modifying Board case law to incorporate the elements of falsification established in Leatherbury). The appellant argues that, although the administrative judge correctly identified the required intent element of the falsification charge, she failed to address whether the agency had proven that she made the statements in the email for her own private material gain. PFR File, Tab 1 at 16-17. The appellant argues that because neither the initial decision nor the agency’s filings discussed whether the appellant made the statements in the email for her own “private material gain,” neither specification can be sustained. Id. Although the administrative judge did not specifically identify the “private material gain” language from Boo in the initial decision, her findings clearly 14 reflect that the appellant made the statements in the emails for her own private material gain. ID at 20-25. As the agency correctly notes, the Board emphasized in Boo that what is defined as private material gain should be considered “quite broad,” and constitutes any “advantage to be secured [by the employee],” and is “by no means limited to monetary gains arising from a falsification.” Boo, 122 M.S.P.R. 100, ¶ 13 (quoting Bradley v. Veterans Administration , 900 F.2d 233, 237 n.6 (Fed. Cir. 1990)); see PFR File, Tab 3 at 23. In discussing whether the appellant made the statements in the email with the intent to deceive or mislead the agency, the administrative judge observed that the appellant copied her second-level supervisor on the email in which she made the false statements, and concluded that it was more likely true than not that the appellant did so with the purpose of misleading her second-level supervisor into taking action against her supervisor based on the accusations. ID at 22; see IAF, Tab 18 at 8. Based on what the administrative judge identified as the appellant’s obvious frustration with her supervisor, as well as her effort to falsely cast her supervisor in a negative light, the administrative judge concluded that the appellant made the false statements with the intent to deceive her second-level supervisor about the actions of her first-level supervisor. See ID at 22-23. This same evidence provides ample support for the conclusion that the appellant made the false statement for her own private material gain. As the administrative judge indicated, the appellant attempted to cast her supervisor in a negative light by making the false statements about him with the goal of spurring the second-level supervisor to take action against her supervisor. ID at 22. If the appellant had succeeded in convincing her second-level supervisor to take some sort of action against her supervisor, it would have been to her advantage. Id. Such an objective would fit within Boo’s broad definition of private material gain. See Boo, 122 M.S.P.R. 100, ¶¶ 10-13. Alternatively, even if the appellant’s objective was merely to bolster her second-level supervisor’s perception of the appellant at her own supervisor’s expense, by characterizing her supervisor in a 15 negative or unflattering light, that would also meet Boo’s broad definition of the private material gain element. See id. Accordingly, to the extent the administrative judge failed to specifically conclude that the appellant sent the email identified in the false statements charge for her own “private material gain,” we modify the initial decision to conclude that, based on our review of the record, the agency met its burden of proving this element, and therefore proved both specifications of the charge and the charge itself. Finally, although the appellant does not challenge the administrative judge’s findings regarding any of her affirmative defenses on review, we take this opportunity to clarify one of those findings. In rejecting the appellant’s affirmative defense of reprisal for EEO activity, the administrative judge concluded that, although the responsible agency management officials were aware of the appellant’s prior EEO activity, there was little evidence that they had any motive to retaliate against the appellant, and the record was devoid of any evidence that the appellant’s EEO activity played any role in the decision to remove her. ID at 28-29. In analyzing this defense, the administrative judge cited to the standard set forth in Savage v. Department of the Army , 122 M.S.P.R. 612, ¶¶ 48-51 & n.12 (2015), overruled in part by Pridgen v. Office of Management and Budget , 2022 MSPB 31, and the standard set forth in Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986). ID at 27. The correct standard for analyzing these claims of EEO reprisal is set forth in Pridgen, 2022 MSPB 31. In this case, the EEO activity at issue is a formal complaint in which the appellant alleged discrimination and reprisal in violation of Title VII, the Age Discrimination in Employment Act (ADEA), and the Rehabilitation Act of 1973. RAF, Tab 12 at 28-29. To prove a claim of retaliation under Title VII or the ADEA, the appellant would need to show that her protected activity was at least a motivating factor in the action under appeal. Pridgen, 2022 MSPB 31, ¶¶ 20-22, 30. To prove a claim of retaliation under the Rehabilitation Act, the appellant 16 would need to show that the prohibited consideration was a but-for cause of the action under appeal. Id., ¶¶ 46-47. In her initial decision, the administrative judge found insufficient evidence to conclude that the appellant’s EEO activity motivated either the notice of proposed removal or the removal decision itself. ID at 29. This is tantamount to a finding that the appellant did not satisfy the motivating factor standard. Because the appellant did not satisfy the motivating factor standard, she also did not satisfy the but-for standard. See Johnson v. Department of Veterans Affairs , 2023 MSPB 9, ¶ 5 n.2. We find that the appellant received sufficient notice of her burden on this affirmative defense, IAF, Tab 14 at 1-4, and that application of Pridgen would not warrant a different result. Additionally, as previously noted, the appellant does not challenge the administrative judge’s analysis of this affirmative defense on 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 to reverse an initial decision; 5 C.F.R. § 1201.115 (“The Board normally will consider only issues raised in a timely filed petition or cross petition for review.”). For the foregoing reasons, we affirm the initial decision sustaining the appellant’s removal, as modified by this Final Order. 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 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. 17 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 representation 18 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 file 19 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.6 The court of appeals must receive your 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. 20 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. 21 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.
Mahmood_Haneefah_R_SF-0752-17-0677-I-2__Final_Order.pdf
2024-05-07
HANEEFAH R. MAHMOOD v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. SF-0752-17-0677-I-2, May 7, 2024
SF-0752-17-0677-I-2
NP
1,533
https://www.mspb.gov/decisions/nonprecedential/Adams_Christopher_A_CH-844E-22-0143-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTOPHER A. ADAMS, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER CH-844E-22-0143-I-1 DATE: May 7, 2024 THIS ORDER IS NONPRECEDENTIAL1 Kristal Burke , Berea, Kentucky, for the appellant. Linnette L. Scott , 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 final decision of the Office of Personnel Management (OPM) dismissing his application for disability retirement under the Federal Employees’ Retirement System (FERS) as untimely filed. For the reasons set forth below, we GRANT the appellant’s petition for review, REVERSE 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 OPM for further adjudication consistent with this Remand Order. BACKGROUND The Department of the Army (DA) employed the appellant as a WG-11 Telecommunications Mechanic for several years. Initial Appeal File (IAF), Tab 13 at 34, 43. In October 2018, the appellant had back surgery. Id. at 112-13. After returning to duty, he injured his back at work in December 2018. Id. In February 2019, DA ordered a fitness for duty examination, which found the appellant unfit for his position and that reasonable accommodations for continued employment in the position would not be possible. Id. at 107, 112-13. In March 2019, DA issued a letter of proposed removal due to his physical inability to perform the duties of his position. Id. at 77-80. DA issued a removal decision on April 24, 2019, effective April 26, 2019.2 Id. at 73-75. The decision letter noted that DA unsuccessfully searched for a vacant, funded position to which the appellant could be reassigned given his medical requirements. Id. at 73. The proposed removal letter, but not the removal decision, informed the appellant of his possible eligibility for disability retirement. Id. at 73-75, 78. But neither letter informed him of the 1-year deadline to file the necessary application. Id. Over 1 1/2 years after his removal, in November 2020, the appellant applied for disability retirement under FERS. Id. at 52-55. On April 12, 2021, the appellant filed an application for immediate retirement. Id. at 39-40. OPM issued a reconsideration decision dismissing both of the appellant’s applications because he applied after the statutory 1-year time limit lapsed. Id. at 5-8, 24-25. The appellant filed this appeal alleging OPM wrongly dismissed his application. IAF, Tab 1 at 4. He did not dispute the untimeliness of his 2 There is some evidence in the record that the removal may not have been effected until May 8, 2019. IAF, Tab 13 at 31, 44, 49. However, as it is not relevant to our disposition here, we need not determine whether the April or May 2019 date is correct. 2 application but stated that his mental and physical health had declined, apparently suggesting that the time limit should be waived. Id. The administrative judge granted the appellant’s hearing request on the issue of whether the appellant had a mental condition that rendered him incompetent at the date of his separation or within 1 year thereafter, such that the 1-year filing deadline could be waived. IAF, Tab 26 at 1. After the hearing, the administrative judge issued an initial decision affirming OPM’s dismissal. IAF, Tab 42, Initial Decision (ID) at 1, 12. She reasoned that both of the appellant’s applications to OPM were untimely because he submitted them more than 1 year after his removal. ID at 4-7. She further reasoned that the appellant failed to demonstrate that he became incompetent before the April 26, 2020 filing deadline and so did not demonstrate that the 1-year filing deadline should be waived. ID at 7-12. The appellant has timely filed a petition for review of the initial decision. Petition for Review File, Tab 1. On review, the appellant reasserts that his back surgery caused his memory loss and he is physically and mentally unable to think and write for himself. Id. at 10. He asks the Board to reconsider for the sake of his children. Id. The agency has not responded to the petition for review. DISCUSSION OF ARGUMENTS ON REVIEW We agree with the administrative judge that the appellant’s application for disability retirement was untimely. The administrative judge found that the appellant’s November 2020 application for disability retirement was untimely. ID at 4. Applications for disability retirement must be filed with OPM “before the employee . . . is separated from the service or within 1 year thereafter.” 5 U.S.C. § 8453. The administrative judge reasoned that the appellant had to file his application by April 26, 2020, which was 1 year from April 26, 2019, the effective date of his removal. ID at 4; IAF, Tab 13 at 73. The parties do not dispute this finding on review, and we decline to disturb it under the circumstances here. 3 We toll the deadline due to the employing agency’s failure to provide notice as required by 5 C.F.R. § 844.202(b)(1). The administrative judge did not address the fact that DA failed to inform the appellant of the 1-year filing deadline. We find that this was reversible error and that equitable tolling of the statutory filing deadline is available here. Section 844.202(b)(1) of title 5 of the Code of Federal Regulations states that an agency removing an employee, apparently based on his medical inability to perform in his position, “must advise the employee in writing of his or her possible eligibility for disability retirement and of the time limit for filing an application.” The U.S. Court of Appeals for the Federal Circuit (Federal Circuit) has held that the 1-year filing deadline required by 5 U.S.C. § 8453 can be waived when the agency fails to provide these details. See, e.g., Johnson v. Office of Personnel Management , No. 2015-3175, slip op. at 3-4 (Fed. Cir. May 24, 2016) (concluding that the failure to provide notice under 5 C.F.R. § 844.202(b)(1) could require waiver of the 1-year filing deadline); Winchester v. Office of Personnel Management , 449 F. App’x 936, 937-39 (Fed. Cir. 2011) (finding that failure to provide regulatory notice under 5 C.F.R. § 831.1205(b)(1), the regulatory equivalent of 5 C.F.R. § 844.202(b)(1) applicable to disability retirement applications submitted under the Civil Service Retirement System, could serve as a basis to equitably toll the filing deadline). Following the Federal Circuit’s remand of Johnson to the Board, the Board in turn remanded the case to the regional office to determine if notice was required under the regulation, i.e., if the employee’s removal was “apparently caused by a medical condition.” Johnson v. Office of Personnel Management , MSPB Docket No. CH-844E-14-0449-M-1, Remand Order, ¶ 4 n.2, ¶¶ 6-7 (Sept. 2, 2016) (quoting 5 C.F.R. § 844.202(b)(1)). Although we are not bound by the Federal Circuit’s nonprecedential decisions, we find these decisions persuasive in the instant case. See Special Counsel v. Coffman, 124 M.S.P.R. 130, ¶ 56 n.10 (2017)4 (explaining that the Board may rely on unpublished decisions of the Federal Circuit if it finds the court’s reasoning persuasive) . DA proposed and ultimately removed the appellant for physical inability to perform the duties of his position due to complications related to his back surgery, medical disabilities for which recovery was not expected. IAF, Tab 13 at 73-75, 77-80, 112-13. It explained that “the proposed action to terminate [the appellant] is not a result of [his] misconduct, but is due to medical disqualification.” Id. at 73. Thus, his removal was explicitly based on disability, and DA was required to advise the appellant of his possible eligibility for disability retirement and the time limit for filing an application. 5 C.F.R. § 844.202(b)(1). Although DA advised him of his possible eligibility for disability retirement, it is undisputed that DA failed to advise the appellant of the time limit for filing an application. IAF, Tab 13 at 73-75, 77-80. Because the employing agency failed to fulfill its notice requirements under 5 C.F.R. § 844.202(b)(1), we find the appellant’s 1-year deadline to file his disability retirement application should have been equitably tolled.3 ORDER For the reasons discussed above, we remand this case to OPM for further adjudication in accordance with this Remand Order. OPM shall waive the statutory time limit for filing the application for disability retirement and shall determine the merits of the application in a new final decision addressing whether the appellant’s medical conditions as raised in 3 Although the appellant may have been aware of his possible entitlement to disability retirement, his “actual awareness” of his rights does not release DA from its obligations to notify him of the deadline by which he must submit an application. See Harris v. Office of Personnel Management , 888 F.2d 121, 124 (Fed. Cir. 1989 ) (finding annuitant’s “actual awareness” of his election right for survivor benefits did not overcome need to determine whether annuitant actually received statutorily required notice); Murphy v. Office of Personnel Management , 50 M.S.P.R. 407, 411-12 (1991 ) (same). Moreover, although the appellant was apparently aware of his possible entitlement to disability retirement, there is no indication that he was aware of the 1-year deadline to file his application.5 his application materials entitle him to disability retirement benefits. OPM shall issue the 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. § 8461(e)(1); 5 C.F.R. § 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 Central Regional Office. 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.6
Adams_Christopher_A_CH-844E-22-0143-I-1__Remand_Order.pdf
2024-05-07
CHRISTOPHER A. ADAMS v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. CH-844E-22-0143-I-1, May 7, 2024
CH-844E-22-0143-I-1
NP
1,534
https://www.mspb.gov/decisions/nonprecedential/Szymanski_Frederick_F_DC-0831-18-0795-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD FREDERICK F. SZYMANSKI, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-18-0795-I-1 DATE: May 7, 2024 THIS ORDER IS NONPRECEDENTIAL1 Frederick F. Szymanski , Miami, Florida, 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 dismissed his appeal 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 In a reconsideration decision, the Office of Personnel Management (OPM) denied the appellant’s request to elect a survivor benefit election annuity under the Civil Service Retirement System. Initial Appeal File (IAF), Tab 7 at 8-9. The appellant appealed OPM’s decision to the Board. IAF, Tab 1. He did not request a hearing. Id. The administrative judge scheduled a close of record conference for December 5, 2018, and sent notification of the conference date to the appellant at the Miami, Florida address that he provided in his initial appeal. IAF, Tab 5. On December 3, 2018, the administrative judge rescheduled the close of record conference for December 10, 2018,2 and served the notice regarding that change on the appellant at the same address. IAF, Tab 8. The appellant did not appear for the December 10, 2018 telephonic close of record conference, and on the same date, the administrative judge sent the appellant an order to show cause, ordering him to submit, by December 21, 2018, evidence demonstrating good cause for his failure to appear. IAF, Tab 9. The appellant did not respond to the order, and on January 29, 2019, the administrative judge dismissed the appeal for failure to prosecute. IAF, Tab 10, Initial Decision (ID). In his timely filed petition for review, the appellant states that he was aware that the close of record conference was scheduled for December 5, 2018. Petition for Review (PFR) File, Tab 1 at 2. He states that, at the time of the scheduled conference on December 5, 2018, he called the number provided by the administrative judge for the conference, and, when there was no answer, he called the Board regional office number and left a voicemail message. Id. He states that, on December 20, 2018, he received the notice that the close of record conference had been rescheduled from December 5 to December 10, 2018. Id. The appellant explains that the notice was mailed from Virginia on December 3, 2 The conference had to be rescheduled from December 5, 2018, because President Trump issued a proclamation closing executive departments and agencies of the Federal Government on December 5, 2018, in honor of President George H. W. Bush.2 2018, to a service located in Miami, Florida that forwards U.S. mail to individuals, such as the appellant, who live in Panama, and was in turn mailed to him in Panama on December 12, 2018. Id. He states that he received it on December 20, 2018. Id. The appellant states that, on December 20, 2018, he called the regional office, spoke with a staff member, explained the situation, agreed that mailing was not working out for him, and asked if he could be contacted via email instead. Id. He states that the staff member transferred his call to the administrative judge’s office, and he left a message on the administrative judge’s voice mail about the situation. According to the appellant, he received the December 10, 2018 show cause order in Panama on January 10, 2019, but he did not call the Board due to the Government shutdown. Id. The appellant also submits a timely supplement to his petition for review that restates the chronology of events, and it has been placed into the record. PFR File, Tabs 5-6. The agency has responded in opposition to the petition. PFR File, Tab 4. ANALYSIS The severe sanction of dismissal with prejudice for failure to prosecute an appeal should not be imposed when a pro se appellant has made incomplete responses to the Board’s orders but has not exhibited bad faith or evidenced any intent to abandon his appeal, and appears to be confused by Board procedures. Chandler v. Department of the Navy , 87 M.S.P.R. 369, ¶ 6 (2000). Further, failure to obey a single order does not ordinarily justify dismissal for failure to prosecute. Heckman v. Department of the Interior , 106 M.S.P.R. 210, ¶ 16 (2007); Chandler, 87 M.S.P.R. 369, ¶ 6. Nevertheless, absent a showing of abuse of discretion, the Board will not reverse an administrative judge’s determination regarding the imposition of sanctions, including the sanction of dismissal with prejudice. See Holland v. Department of Labor , 108 M.S.P.R. 599, ¶ 9 (2008); Heckman, 106 M.S.P.R. 210, ¶ 15. 3 The appellant consistently has been clear that he lives in Panama, and before his retirement in 1998, worked as a Panama Canal employee. IAF, Tab 1 at 1, 3, 7, 9. The Board has recognized that mail delays to Panama are common. Bocanegra v. Office of Personnel Management , 52 M.S.P.R. 114, 116 -17 (1992) (recognizing that there are mail delays in postal service between the United States and Panama). Because of that, apparently it is not uncommon for individuals living there to use a service based in the United States that forwards mail to them. See https://www.liveandinvestoverseas.com/in-focus-panama/experts-guide- postal-services-panama/ (last visited on May 6, 2024). That is apparently what the appellant does. Based on the above, we find that the appellant’s explanation in his petition for review of the reasons for his late receipt of the administrative judge’s orders is credible, as is his detailed explanation of his attempts to comply with the order scheduling the close of record conference for December 5, 2018, and to explain to the administrative judge the reason for his failure to comply with the order rescheduling the conference for December 10, 2018. His recounting of his fruitless attempts to join the close of record conference that had been scheduled for December 5, 2018, is corroborated by the fact that, as the administrative judge stated in his notice rescheduling the conference, the Federal government was closed on December 5, 2018. The phone numbers that the appellant states that he called were the correct phone numbers provided to join the conference call and to reach the regional office. Although the appellant did not comply with the administrative judge’s December 3, 2018, Order Rescheduling the Close of Record Conference, or the administrative judge’s Order to Show Cause, under the circumstances of this case, his actions did not exhibit bad faith or evidence an intent to abandon his appeal. We therefore find that, here, the extreme sanction of dismissal for failure to prosecute, which denied the appellant an opportunity for review of his appeal on the merits, does not serve the ends of justice. See Holland, 108 M.S.P.R. 599,4 ¶¶ 10, 12 (finding that the extreme sanction of dismissal for failure to prosecute did not serve the ends of justice where there was no evidence of bad faith or an intent to abandon the appeal); Tully v. Department of Justice , 95 M.S.P.R. 481, ¶¶ 12 (2004) (vacating an administrative judge’s dismissal for failure to prosecute because the sanction was too severe, although the pro se appellant had twice failed to file prehearing submissions and to appear for prehearing conferences). 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
Szymanski_Frederick_F_DC-0831-18-0795-I-1__Remand_Order.pdf
2024-05-07
FREDERICK F. SZYMANSKI v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-18-0795-I-1, May 7, 2024
DC-0831-18-0795-I-1
NP
1,535
https://www.mspb.gov/decisions/nonprecedential/Resumadero_Lynda_d_SF-0831-22-0093-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LYNDA DE SAN JUAN RESUMADERO, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0831-22-0093-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Rufus F. Nobles, I , Zambales, Philippines, 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 decision of the Office of Personnel Management (OPM) denying her application for survivor annuity benefits under the Civil Service Retirement System (CSRS). The administrative judge found that the appellant failed 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). timely request reconsideration of OPM’s initial decision denying her application for survivor benefits under CSRS. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and AFFIRM OPM’s decision on the merits. BACKGROUND This case concerns the appellant’s entitlement to survivor annuity benefits under CSRS based on the 23 years of Federal service of her deceased spouse in civilian positions with the U.S. Navy in or around Subic Bay, Philippines, over various periods spanning 1946-48 and 1960-82. Initial Appeal File (IAF), Tab 11 at 12-15, 46-48. The appellant’s spouse retired in July 1982, which was classified by the Navy as a disability retirement, and received 24 months of retirement pay under the Filipino Employment Personnel Instruction (FEPI) and an applicable collective bargaining agreement. Id. at 16, 84. The appellant and her spouse were married in 1985, IAF, Tab 8 at 31, and, in 1986, her spouse applied for retirement under CSRS, IAF, Tab 11 at 46. OPM denied his application in initial and reconsideration decisions in 1988 and 1989, respectively. Id. at 40-42, 45. The appellant and her spouse remained married until his death in 2004. IAF, Tab 8 at 33-34. This case comes to us with an unusual procedural posture. The appellant first applied for survivor annuity benefits under CSRS in March 2005. Id. at 26-30. In April 2005, OPM denied the appellant’s application because her spouse did not complete 18 months of creditable service. Id. at 23-25. The 2005 denial was in the form of an initial decision and notified the appellant of the procedures for requesting reconsideration from OPM. Id.; see 5 C.F.R. § 831.109(c). During the processing of this appeal, the parties have disputed whether she sought reconsideration. The appellant has claimed that she requested reconsideration to OPM following the 2005 initial decision, IAF, Tab 12 at 1, but she also has claimed that she was not aware of receiving the 2005 initial decision,2 IAF, Tab 1 at 1. OPM has asserted that the appellant did not request reconsideration following the 2005 initial decision. IAF, Tab 8 at 4-5. In any event, in September 2014, the appellant filed another application for survivor annuity benefits under CSRS. Id. at 8-20. OPM issued a letter in November 2014, stating the following: This is in reply to your request for benefits under the Civil Service Retirement System. We have verified that [your spouse] did perform Federal civilian employment ending in July 23, 1982 but no retirement deductions were withheld. A complete review of your husband’s records shows that you are not eligible to receive any benefits from the Civil Service Retirement System based on the above mentioned service. A review of our records also shows that our final decision[2] on this issue was sent to you on April 29, 2005. You have received due process under the law. There is nothing further we can add. Id. at 7. In or around October 2021, the appellant filed a Board appeal arguing that OPM issued her an initial decision in 2014 and failed to respond to repeated requests for reconsideration in the years following and was thus deemed to have issued an appealable decision. IAF, Tab 1 at 1, Tab 4 at 1 (citing Okello v. Office of Personnel Management , 120 M.S.P.R. 498, ¶ 14 (2014)). She did not request a hearing. IAF, Tab 1 at 1, Tab 2 at 1-2. OPM moved to dismiss the appeal, asserting that there were no reasonable grounds for the Board to assume jurisdiction over its April 2005 initial decision. IAF, Tab 8 at 5. The administrative judge advised that he was construing the November 2014 decision as a negative reconsideration decision that found implicitly that the appellant’s September 2014 application was an untimely request for reconsideration. IAF, Tab 9 at 3. He opened the record on threshold issues, including whether the appellant showed under 5 C.F.R. § 831.109(e)(2) that either she was not notified of the time limit to request reconsideration from OPM on the April 2005 initial 2 This was an error by OPM; the April 29, 2005 decision was an initial decision. IAF, Tab 8 at 23.3 decision 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. Id. Following the parties’ submissions, the administrative judge issued an initial decision on May 20, 2022, affirming OPM’s November 2014 decision after finding that the appellant failed to meet her burden regarding these limited issues. IAF, Tab 23, Initial Decision (ID) at 10-11. The appellant has filed a petition for review in which she mainly provides arguments and evidence on the merits of her claim for survivor annuity benefits under CSRS. Petition for Review (PFR) File, Tab 1 at 1-14. As her petition for review was postmarked July 11, 2022, the Office of the Clerk of the Board notified the appellant of its untimeliness, and she has submitted a motion to accept the petition for review as timely filed. PFR File, Tabs 2, 5. OPM has responded that the Board should dismiss the petition on timeliness grounds or deny it on the merits. PFR File, Tab 4. ANALYSIS We vacate the administrative judge’s decision because the Board has jurisdiction over the merits of the appeal. In general, the Board has jurisdiction over OPM determinations affecting an appellant’s rights or interests under CSRS only after OPM has issued a final decision, which typically means a reconsideration decision. McNeese v. Office of Personnel Management , 61 M.S.P.R. 70, 73-74, aff’d, 40 F.3d 1250 (Fed. Cir. 1994); see 5 U.S.C. § 8347(d)(1); 5 C.F.R. §§ 831.109(f), 831.110. OPM’s regulation requires that a final decision inform the appellant of her right to appeal to the Board. 5 C.F.R. § 831.109(f). However, even if OPM does not label a decision as a final decision or provide notice of Board appeal rights, it may be deemed by the Board to have issued a final, appealable decision under certain circumstances. See Powell v. Office of Personnel Management , 114 M.S.P.R. 580, ¶¶ 8-9 (2010). In Powell, the Board found jurisdiction when OPM issued a decision on an appellant’s eligibility for benefits, had not previously issued a4 final or reconsideration decision, and indicated that it intended to take no further action on the appellant’s case. Id., ¶¶ 8-9 & n.2 (distinguishing Muyco v. Office of Personnel Management , 104 M.S.P.R. 557, ¶¶ 2–3, 11–12 (2007), in which the Board found that OPM’s letter informing the appellant that it had nothing to add to its previously issued final decision was not a new reconsideration decision or any other type of decision). Because, as discussed below, circumstances very similar to those in Powell exist here, we find that the administrative judge construed the issues too narrowly. Here, the administrative judge found that OPM’s November 2014 letter constituted a decision finding that the appellant’s September 2014 application for benefits was effectively an untimely request for reconsideration of OPM’s April 2005 initial decision. ID at 8. We conclude, however, that OPM’s November 2014 letter addressed and rejected the merits of her benefits claim—despite its statement that there was “nothing further [it could] add” to its April 2005 decision. IAF, Tab 8 at 7. More specifically, OPM stated that it performed a “complete review” of her spouse’s records, which showed that she was not eligible to receive benefits. Id. We find that this language in OPM’s November 2014 letter—although superficial—reflects a decision on the appellant’s eligibility for survivor benefits under CSRS. Id. Thus, while OPM admits that the November 2014 letter “should have treated the appellant’s second application [for survivor benefits] as an untimely request for reconsideration,” it clearly did not. IAF, Tab 11 at 5. Moreover, although OPM did not label its November 2014 letter as either an initial decision or a final decision, nor did it state the appellant’s appeal rights as required under its regulations when issuing such decisions, its decision reflected that it did not intend to take further action in this case. IAF, Tab 8 at 7; see 5 C.F.R. § 831.109(c), (f). OPM also did not express an intent to take further action on the case in its submissions to the Board; instead, it stated that it was not opposed to the Board deciding the merits of the appellant’s entitlement to the5 benefits she seeks. IAF, Tab 11 at 4-5. Under these circumstances, we find that OPM’s November 2014 letter constitutes an appealable final decision regarding the appellant’s entitlement to benefits under CSRS. See Powell, 114 M.S.P.R. 580, ¶¶ 8-9. Accordingly, the Board has jurisdiction to consider the merits of the appellant’s claim. See 5 U.S.C. § 8347(d)(1); 5 C.F.R. § 831.110. Good cause existed for the appellant’s delay in filing her initial Board appeal, and the appellant’s petition for review was timely filed. Because the November 2014 letter constitutes a final, appealable decision on the appellant’s application for survivor benefits, it is immaterial whether she timely requested reconsideration from OPM on the April 2005 decision. However, there is a question whether the appellant’s October 2021 appeal to the Board on the November 2014 decision was timely filed or whether good cause existed for an untimely filing. Generally, an appellant must file an appeal with the Board no later than 30 calendar days after the effective date, if any, of the action she is challenging, or 30 calendar days after the date she receives the agency’s decision, whichever is later. 5 C.F.R. § 1201.22(b). However, when an agency takes an action that is established to be appealable to the Board, it has an obligation to notify the appellant of her Board appeal rights. See 5 C.F.R. § 1201.21. Absent this notification, the appellant is not required to show due diligence in discovering her appeal rights; the question is whether the appellant was diligent in filing an appeal after she learned that she could do so. O’Leary v. Office of Personnel Management, 86 M.S.P.R. 87, ¶ 11 (2000). The record does not reflect when the appellant believed she could file an appeal with the Board; however, the appellant claimed that she requested reconsideration from OPM on the November 6, 2014 decision on November 24, 2014, and followed up by “July 13, 1919 [sic] and . . . November 3, 1919 [sic],” before concluding that OPM’s failure to issue a reconsideration decision established Board jurisdiction. IAF, Tab 1 at 1. We find that the appellant’s confusion regarding the effect of the November 2014 letter6 was reasonable, and we find good cause for the appellant’s delay in filing her Board appeal. Finally, we find that the appellant’s petition for review, received by the Board on August 1, 2022, was timely filed. PFR File, Tab 1. We have recognized that there are frequent mail service delays between the United States and the Philippines. See Excala v. Office of Personnel Management , 84 M.S.P.R. 277, ¶ 3 (1999). Furthermore, the appellant has presented evidence of how such delays affected her filings by providing copies of the envelopes containing her filings bearing dated postage stamps.3 PFR File, Tabs 1, 5. The appellant has shown that her petition for review was properly addressed to the Board and placed in the Postal Service mail stream with the correct postage on July 11, 2022. PFR File, Tab 1 at 17. Thus, we treat her petition for review as filed on July 11, 2022. See Gaydon v. U.S. Postal Service , 62 M.S.P.R. 198, 202 (1994). The appellant has also shown through a dated postage stamp that both she and her representative did not receive the administrative judge’s May 20, 2022 initial decision until July 11, 2022, by no apparent fault of her own. PFR File, Tab 1 at 15, Tab 5 at 1-2. Thus, we find that her July 11, 2022 petition for review was timely filed. See 5 C.F.R. § 1201.114(e). The appellant is not eligible for a survivor annuity. The appellant has not requested a hearing on her appeal, and both parties have submitted evidence and argument in support of their positions on the merits.4 IAF, Tab 11; PFR File, Tab 1. Accordingly, we find that it is unnecessary to remand this appeal to the Western Regional Office, and we have 3 We find that the appellant’s Motion to Accept Filing as Timely, in which she provided this evidence, was also timely filed. The postage-stamped envelope reflects that she mailed her motion on or around August 26, 2022, prior to the September 2, 2022 deadline indicated by the Board in its August 3, 2022 notice. PFR File, Tab 2 at 2, Tab 5 at 4-5. 4 Because the appellant has not requested a hearing, she has waived her right to one. See Wasserman v. Department of the Interior , 66 M.S.P.R. 391, 393-94 (1995); 5 C.F.R. § 1201.24(a)(3), (e).7 adjudicated the appeal on the merits. See Gallardo v. Office of Personnel Management, 46 M.S.P.R. 599, 601, aff’d, 944 F.2d 913 (Fed. Cir. 1991) (Table); Lapenas v. Office of Personnel Management , 44 M.S.P.R. 303, 307 (1990); Rosales v. Office of Personnel Management , 41 M.S.P.R. 590, 593 (1989); see also 5 C.F.R. § 1201.117(a)(5). A survivor annuity is payable if the person on whose service the claim is based died while serving in a position covered by CSRS after completing at least 18 months of service, or was an annuitant who died having elected to provide a survivor annuity for his spouse . 5 U.S.C. § 8341(b), (d); O’Brien v. Office of Personnel Management , 66 M.S.P.R. 16, 18 (1994). The appellant’s spouse died after his retirement from Federal service. IAF, Tab 11 at 16. Thus, the appellant must prove that her spouse was entitled to an annuity to establish her entitlement to a survivor annuity. See Cheeseman v. Office of Personnel Management , 791 F.2d 138, 140-41 (Fed. Cir. 1986) (reasserting that the burden of proving entitlement to a survivor annuity is on the applicant for benefits). Pursuant to 5 U.S.C. § 8333(a)–(b), to qualify for a CSRS retirement annuity, an employee must have performed at least 5 years of creditable civilian service and must have served at least 1 year of his last 2 years of Federal service in a covered position—i.e., service that is subject to the Civil Service Retirement Act (CSRA). Lledo v. Office of Personnel Management , 886 F.3d 1211, 1213 (Fed. Cir. 2018). The service of employees appointed under temporary, intermittent, term, and excepted indefinite appointments has been excluded from coverage under the CSRA. Encarnado v. Office of Personnel Management , 116 M.S.P.R. 301, ¶ 8 (2011); 5 C.F.R. § 831.201(a). In 1989, in a final decision, OPM denied the annuity application of the appellant’s spouse because he did not complete 5 years of creditable Federal service ending in separation from a position covered under CSRS. IAF, Tab 11 at 40-42. There is no evidence that the appellant’s spouse appealed that decision to the Board. 8 Nevertheless, we have considered the issue but find that the appellant has not proven that her spouse’s last 2 years of service were covered under CSRS. The appellant argues that the agency changed her spouse’s classification to permanent in 1981, and he was covered for that reason. PFR File, Tab 1. We note that her spouse’s Standard Form 50 (SF-50) indicates that his most recent position was a full-time, excepted appointment position under tenure group 1, which includes employees whose appointment carries no restriction. IAF, Tab 11 at 16-17, 20; see 5 C.F.R. § 351.502. However, despite an indication on an individual’s SF -50 that his temporary appointment was converted into an appointment without limitation, the U.S. Court of Appeals for the Federal Circuit has found that an individual’s service is not covered under CSRS when the SF-50s describing that service indicate that the individual was not subject to CSRS and that he received retirement pay in accordance with a collective bargaining agreement. See, e.g., Rosete v. Office of Personnel Management , 48 F.3d 514, 519-20 (Fed. Cir. 1995); Lorica v. Office of Personnel Management , 63 M.S.P.R. 253, 255-56 (1994), aff’d, 66 F.3d 346 (Fed. Cir. 1995) (Table); Paderes v. Office of Personnel Management , 63 M.S.P.R. 642, 644-45 (1994), aff’d, 61 F.3d 919 (Fed. Cir. 1995) (Table); Reyes v. Office of Personnel Management, 60 M.S.P.R. 172, 174-75 (1993), aff’d, 29 F.3d 645 (Fed. Cir. 1994) (Table); see also Quiocson v. Office of Personnel Management , 490 F.3d 1358, 1360 (Fed. Cir. 2007) (finding that receipt of benefits under a non-CSRS plan indicated that an individual’s service was not covered under the CSRA). Such is the case here: the retirement system code designation on her spouse’s SF-50s was consistently “5,” indicating retirement coverage other than CSRS, and her spouse received benefits under a collective bargaining agreement and the FEPI. IAF, Tab 11 at 16-17, 20, 84. Furthermore, the fact that deductions were not actually withheld from pay also weighs against a finding of coverage, and the appellant does not dispute that this did not occur. PFR File, Tab 1 at 7; see Paderes, 63 M.S.P.R. at 645; Lorica, 63 M.S.P.R. at 256. Thus, we find that the9 appellant has failed to carry her burden of showing that her spouse’s service was covered by CSRS, and she is therefore not entitled to a survivor annuity. 5 U.S.C. § 8333(b). In making this finding, we have considered the appellant’s arguments and find them without merit. The appellant asserts that her spouse’s failure to make deposits into the CSRS was sanctioned by 5 C.F.R. § 831.303(a) under its waiver provision and that the deposits were deemed to have been paid when the agency classified him as a full-time worker and thus subject to CSRS in 1981. PFR File, Tab 1 at 7; IAF, Tab 11 at 21. The Federal Circuit has explained that 5 C.F.R. § 831.303(a) does not alter the definition of covered service or convert creditable service into covered service. See Lledo, 886 F.3d at 1214. Rather, this regulation permits those already covered by the CSRA to include certain creditable service in calculating their annuity. Id. Thus, 5 C.F.R. § 831.303(a) is not applicable to the appellant’s spouse, who did not meet the covered service requirement of 5 U.S.C. § 8333(b) for the reasons stated above. In addition, the appellant argues that the requirement under 5 U.S.C. § 8333(b) of 1-out-of-2 years of CSRS coverage does not apply to her spouse because he retired due to disability. PFR File, Tab 1 at 11. Although the appellant is correct that the 1-out-of-2 rule does not apply when a separation is due to disability, the Navy’s characterization of her spouse’s separation is immaterial. There is no indication that the appellant’s spouse was awarded disability retirement under CSRS, and, moreover, he would have been ineligible for such a retirement because he did not become disabled while serving in a position covered under CSRS. See 5 C.F.R. § 831.1203(a)(2). Accordingly, we find that OPM properly found that the appellant is not entitled to survivor annuity benefits.10 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. 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: 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 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 any12 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’s13 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. 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 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
Resumadero_Lynda_d_SF-0831-22-0093-I-1__Final_Order.pdf
2024-05-07
LYNDA DE SAN JUAN RESUMADERO v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0831-22-0093-I-1, May 7, 2024
SF-0831-22-0093-I-1
NP
1,536
https://www.mspb.gov/decisions/nonprecedential/Le_Van_N_SF-844E-19-0097-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD VAN N. LE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-844E-19-0097-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Henry E. Leinen , Pacific Grove, California, for the appellant. Linnette Scott , 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 denying his application for disability retirement. On petition for review, the appellant disputes the administrative judge’s finding that he does not meet the eligibility requirements for the benefit he seeks. Generally, we grant petitions 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). 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 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
Le_Van_N_SF-844E-19-0097-I-1__Final_Order.pdf
2024-05-07
VAN N. LE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-844E-19-0097-I-1, May 7, 2024
SF-844E-19-0097-I-1
NP
1,537
https://www.mspb.gov/decisions/nonprecedential/Cook_David_A_AT-844E-19-0183-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID A. COOK, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-844E-19-0183-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kevin A. Graham , Esquire, Liberty, Missouri, for the appellant. 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 affirmed the reconsideration decision of the Office of Personnel Management (OPM) that denied his application for disability retirement under the Federal Employees’ Retirement System (FERS). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains 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 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 the appellant failed to show that his medical conditions caused a deficiency in his attendance or conduct, we AFFIRM the initial decision. On petition for review, the appellant contends that the administrative judge failed to consider treatment notes, which, he asserts, show that his psychological conditions contributed to his documented performance deficiencies. Petition for Review (PFR) File, Tab 1 at 13; Initial Appeal File (IAF), Tab 6 at 86-92, 132-34. He further contends that the administrative judge failed to give appropriate weight to the impact that his physical conditions, such as his neck and back issues, had on his job performance, and he avers that these conditions caused him to miss work frequently. PFR File, Tab 1 at 7, 13-15. After considering the appellant’s arguments on review and reviewing the record, we agree with the administrative judge that the appellant failed to show that his medical conditions caused a deficiency in his performance. IAF, Tab 19, Initial Decision (ID) at 6-10; see Henderson v. Office of Personnel Management , 117 M.S.P.R. 313, ¶¶ 16, 19 (2012) (setting forth the framework to analyze a disability retirement claim under the Civil Service Retirement System (CSRS)); see also Jackson v. Office of Personnel Management , 118 M.S.P.R. 6, ¶¶ 7-8 (2012) (finding that the framework to analyze a disability retirement claim is the2 same under CSRS and FERS); 5 C.F.R. § 844.103(a)(2).2 Although the administrative judge did not explicitly discuss the treatment notes that the appellant references, IAF, Tab 6 at 132-34, an administrative judge’s failure to mention all of the evidence in the record 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). Moreover, neither the treatment notes nor the appellant’s testimony clearly explained how the appellant’s psychological conditions caused his documented performance deficiencies. IAF, Tab 6 at 86-92, 132-34; see Marucci v. Office of Personnel Management , 89 M.S.P.R. 442, ¶ 8 (2001) (explaining that disability determinations based on mental illness often depend on whether the record contains a reasoned explanation of how the appellant’s psychological condition disables the employee from performing specific job duties). In addition, we are not persuaded by the appellant’s assertion that the administrative judge failed to appropriately consider the impact that his physical conditions, such as his neck and back issues, had on his job performance. PFR File, Tab 1 at 13-14. As set forth in the initial decision, the record is devoid of any medical documentation indicating that the appellant was ever placed on any work restriction, such as light duty. ID at 9. To this end, none of the treatment notes in the record indicate that the appellant was physically unable to perform his job functions. See Anderson v. Office of Personnel Management , 96 M.S.P.R. 299, ¶ 16 (2004) (explaining that a doctor’s conclusion that an employee is disabled is persuasive only if the physician explains how the medical condition affects the employee’s specific work requirements), aff’d, 120 F. App’x 320 (Fed. 2 Although the appellant applied for disability retirement under FERS, the initial decision cited a regulatory provision regarding the requirements for disability retirement under CSRS. ID at 3 (citing 5 C.F.R. § 831.1203(a)(2)). However, because the relevant regulatory provisions under either system are nearly identical, compare 5 C.F.R. § 831.1203(a)(2), with 5 C.F.R. § 844.103(a)(2), this misstatement is immaterial to the outcome of this appeal, 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). 3 Cir. 2005). Moreover, we agree with the administrative judge that the other evidence in the record, to include the appellant’s testimony, also failed to make such a showing. ID at 11. To the extent the appellant contends on review that his pain impacted his job performance, the record suggests that his pain levels may have been manageable with medication but that he rarely took such medication. E.g., IAF, Tab 6 at 139, 171; see Confer v. Office of Personnel Management , 111 M.S.P.R. 419, ¶ 21 (2009) (explaining that, to prove entitlement to disability retirement, an applicant must show that the medical condition at issue cannot be controlled by medication or other reasonable means). Last, the appellant asserts that his medical conditions caused him to miss work frequently. PFR File, Tab 1 at 7. As set forth in the initial decision, an appellant may establish entitlement to a disability retirement under FERS by showing by preponderant evidence that his medical conditions caused a deficiency in either his attendance or his conduct. ID at 3; see Henderson, 117 M.S.P.R. 313, ¶ 16. Because the administrative judge did not render explicit findings in this regard, we hereby supplement the initial decision to find that the appellant failed to show by preponderant evidence that his medical conditions prevented him from being regular in attendance or caused him to act inappropriately. See Henderson, 117 M.S.P.R. 313, ¶ 16. To this end, the record is devoid of any attendance records or leave requests, and it provides no clear indication of how much work the appellant missed as a result of his medical issues. IAF, Tab 6 at 70, Tab 18, Hearing Recording (HR) at 17:30-19:00 (testimony of the appellant’s coworker, file 1); 1:00:07-1:00:48, 1:19:17-1:19:58 (testimony of the appellant, file 1); 26:02-27:11 (testimony of the appellant’s supervisor, file 2). Moreover, both the appellant and the appellant’s supervisor explicitly testified that the appellant never had any conduct or behavioral issues. HR at 1:20:14-1:20:29 (testimony of the appellant, file 1); 25:30-25:58 (testimony of the appellant’s supervisor, file 2). Thus, the appellant failed to show that his medical conditions caused a deficiency in his performance,4 attendance, or conduct, or that they were incompatible with useful and efficient service or retention in his position. See Henderson, 117 M.S.P.R. 313, ¶ 16; see also Jackson, 118 M.S.P.R. 6, ¶¶ 7-8. 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.5 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 on6 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) or7 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. 1510.8 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
Cook_David_A_AT-844E-19-0183-I-1__Final_Order.pdf
2024-05-07
DAVID A. COOK v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-844E-19-0183-I-1, May 7, 2024
AT-844E-19-0183-I-1
NP
1,538
https://www.mspb.gov/decisions/nonprecedential/Pak_Jae_I_CH-1221-18-0227-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAE I. PAK, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-1221-18-0227-W-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Dylan Kosson , Chicago, Illinois, for the appellant. Lori Liddell , Tomah, Wisconsin, for the appellant. Fallon Booth , Esquire, Detroit, Michigan, for the agency. Gina M. Ozelie , Esquire, Milwaukee, Wisconsin, 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. 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, 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). BACKGROUND The appellant was a GS-09 General Engineer for the agency’s Tomah, Wisconsin Veterans Administration Medical Center (VAMC). Initial Appeal File (IAF), Tab 5 at 15, 141. On June 20, 2017, the agency terminated the appellant’s employment for postappointment reasons during his competitive service initial probationary period. Id. at 15-18. On February 22, 2018, the appellant filed an IRA appeal with the Board challenging his termination. IAF, Tab 1. The administrative judge issued an order notifying the appellant of how to prove Board jurisdiction over an IRA appeal, including exhaustion of administrative remedies before the Office of Special Counsel (OSC), and ordered him to file evidence and argument on the issue. IAF, Tab 3. After the parties responded, IAF, Tabs 5, 7-9, 12, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction, IAF, Tab 15, Initial Decision (ID). The administrative judge found that the appellant 3 filed with OSC’s Disclosure Unit on August 27, 2017 (Case Number: DI-17-5290), and with OSC’s Complaints Examining Unit on September 13, 2017 (Case Number: MA-17-5567). ID at 4. He found that the appellant’s filing with the Disclosure Unit was insufficient to satisfy the exhaustion requirement because the Disclosure Unit does not review allegations of prohibited personnel practices. ID at 12-15. He also found that the appellant’s filings with the Complaints Examining Unit were insufficient to satisfy the exhaustion requirement because the only disclosures that the appellant exhausted pertained to alleged violations of laws covered under 5 U.S.C. § 2302(b)(1). ID at 13-15. Finally, the administrative judge found that, to the extent that the appellant was claiming retaliation for equal employment opportunity (EEO) activity, the Board generally lacks IRA jurisdiction over such matters, and there was no evidence that the appellant’s EEO activity sought to remedy a violation of 5 U.S.C. § 2302(b)(8) such that a limited exception might apply. ID at 15-16. The appellant has filed a petition for review, submitting for the first time three additional documents that he claims prove that he exhausted his administrative remedies. Petition for Review (PFR) File, Tab 1. The agency has filed a response, arguing that the documents are neither new nor material. PFR File, Tab 4. ANALYSIS To establish jurisdiction over an IRA appeal, an appellant must, among other things, prove by preponderant evidence that he exhausted his administrative remedies before OSC. Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1371 (Fed. Cir. 2001); Rusin v. Department of the Treasury , 92 M.S.P.R. 298, ¶ 12 (2002); see 5 U.S.C. §§ 1214(a)(3), 1221(a). 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. 4 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. The issue in this appeal is whether the appellant exhausted his administrative remedies with respect to any activity that may have been protected under 5 U.S.C. § 2302(b)(8) or (b)(9)(A)(i), (B), (C), or (D). See 5 U.S.C. § 1221(a). On petition for review, the appellant has filed copies of two facsimile transmissions related to his September 13, 2017 whistleblower complaint, which he submitted to OSC on September 14, 2017 and September 22, 2017, respectively. PFR File, Tab 1 at 6-10. In the September 14, 2017 transmission, the appellant recounted an incident in which he got into a disagreement with his coworkers and supervisors about whether an allegedly troublesome subcontractor employee should be excluded from agency premises. Id. at 8-9. He also appeared to challenge the merits of his termination. Id. at 9. We find that nothing in this facsimile relates to the protected activity that the appellant identified as the basis of his whistleblower claim. IAF, Tab 7 at 5-12. In the September 22, 2017 transmission, the appellant described the termination process and alleged that his termination was based on his age and race, and that it violated the applicable collective bargaining agreement. PFR File, Tab 1 at 12-15. None of these matters describe a protected disclosure or a disclosure that the appellant identified as the basis for his whistleblower claim. IAF, Tab 7 at 5-12, Tab 8 at 7; see Nogales v. Department of the Treasury , 63 M.S.P.R. 460, 464 (1994) 5 (finding that disclosures about discrimination based on age or race are excluded from coverage under 5 U.S.C. § 2302(b)(8)). The appellant also alleged to OSC that he “ spoke out frequently against the chronic waste, mismanagement and even fraudulent practices happening in Tomah VAMC capital management system,” “spoke out at numerous interactions with superiors, managers, and peers if [he] saw abuse, gross mismanagement, waste and potential fraud,” and “ha[s] never been shied away from speaking out on what seemed waste and abuse of the capital project such as exacting the [Federal Acquisition Regulations and Veterans Administration Acquisition Regulations] on the limits of the contract and strict guidance of the Construction Contractor.” PFR File, Tab 1 at 13-15. Although these allegations generally cover what might constitute protected activity under 5 U.S.C. § 2302(b)(8), including some of the activity that the appellant identified as the basis for his whistleblower claim, we find that they are too vague to satisfy the exhaustion requirement. IAF, Tab 7 at 5-12, Tab 8 at 7. We find that the appellant did not provide OSC with a sufficient basis to pursue an investigation and therefore failed to exhaust his administrative remedies prior to filing his Board appeal.2 See Mintzmyer v. Department of the Interior , 84 F.3d 419, 422 (Fed. Cir. 1996). The appellant has also filed a copy of an OSC closeout letter dated May 28, 2018. PFR File, Tab 1 at 17-18. However, this letter is from OSC’s Disclosure Unit and has no bearing on the issue of exhaustion. See Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 16 (2011). 2 Although the appellant has not raised the issue on review, we have evaluated the OSC-related documents that he submitted below, and we agree with the administrative judge’s evaluation of them. ID at 13-15; IAF, Tab 1 at 13-29 6 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. 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 any 8 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 9 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. 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.
Pak_Jae_I_CH-1221-18-0227-W-1__Final_Order.pdf
2024-05-07
JAE I. PAK v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-1221-18-0227-W-1, May 7, 2024
CH-1221-18-0227-W-1
NP
1,539
https://www.mspb.gov/decisions/nonprecedential/Baker_Micah_T_AT-315H-23-0011-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICAH BAKER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER AT-315H-23-0011-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Alan V. Edmunds, Esquire, Ponte Vedra Beach, Florida, for the appellant. Brittany Forrester , Esquire, Ladera Ranch, California, for the appellant. Brian M Anderson , Esquire, Aberdeen Proving Ground, 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 probationary termination appeal for lack of jurisdiction. On petition for review, the appellant again argues that he was terminated based on conditions arising before appointment, and that the agency failed to comply with 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 procedural requirements of 5 C.F.R. § 315.805. 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 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
Baker_Micah_T_AT-315H-23-0011-I-1__Final_Order.pdf
2024-05-07
MICAH BAKER v. DEPARTMENT OF THE ARMY, MSPB Docket No. AT-315H-23-0011-I-1, May 7, 2024
AT-315H-23-0011-I-1
NP
1,540
https://www.mspb.gov/decisions/nonprecedential/Walker_Angel_D_DA-0752-20-0452-I-2__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANGEL D. WALKER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-0752-20-0452-I-2 DATE: May 7, 2024 THIS ORDER IS NONPRECEDENTIAL1 Amanda Moreno , Esquire, Stephen Goldenzweig , Esquire, and Michael Kleinman , Esquire, Houston, Texas, for the appellant. Everett F. Yates , Esquire, Houston, 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 dismissed her removal appeal for lack of jurisdiction. For the reasons discussed below, we GRANT her 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). 2 BACKGROUND The appellant was employed as an Office Automation Assistant at the agency’s William Beaumont Army Medical Center. Walker v. Department of the Army, MSPB Docket No. DA-0752-20-0452-I-1, Initial Appeal File (IAF), Tab 17 at 14. Effective June 18, 2020, the agency removed her based on a charge of inability to maintain a regular work schedule and absence without leave. Id. On July 16, 2020, the appellant, who was represented at the time, filed the instant appeal of her removal. IAF, Tab 1 at 3-4. On July 29, 2020, the parties entered into a settlement agreement to resolve an Equal Employment Opportunity (EEO) complaint filed by the appellant, which was pending before the Equal Employment Opportunity Commission (EEOC) and identified as Agency No. ARBLISS17APR01429 and EEOC No. 450-2020-00076X. Walker v. Department of the Army, MSPB Docket No. DA-0752-20-0452-I-2, Appeal File (I-2 AF), Tab 18 at 8-10.2 In that agreement, the agency agreed to pay the appellant’s attorney $65,000 and to assist her with medical retirement. Id. at 8. The appellant agreed to withdraw her EEO complaint and waive “any and all further or additional relief, remedies, and causes of action of any and all kinds against the Agency,” but not “future claims that arise after the date of [the] [a]greement.” Id. at 9.3 On April 18, 2022, the agency filed a motion to dismiss the instant appeal pursuant to the waiver provision because the appellant’s removal had become effective prior to the date of the EEO settlement agreement. Id. at 4-5. The administrative judge issued an order to show cause that advised the appellant that she may have waived her right to pursue the instant appeal and set 2 The agency submitted a list of accepted claims in the appellant’s EEO complaint, showing that the appellant did not amend her EEO complaint to include her removal. I-2 AF, Tab 18 at 11-12. 3 The appellant’s initial appeal was dismissed without prejudice to enable the appellant to focus on her medical issues and a potential disability retirement application. IAF, Tab 30, Initial Decision at 1-2. Just prior to the dismissal, a new agency counsel was added to the appeal. IAF, Tab 27. Upon refiling her appeal, the appellant also retained new counsel. I-2 AF, Tab 5. 3 deadlines for the parties to respond to the order. I-2 AF, Tab 22. The appellant responded, arguing, among other things, that the settlement agreement did not contain a global release and that the parties intended only to settle her EEO complaint. I-2 AF, Tab 24 at 4-6. The agency then moved to withdraw its motion, stating that “it had been the Agency’s intent only to settle the EEO case and not for it to be a global settlement.” I-2 AF, Tab 26 at 4. Without holding a hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction based on the waiver contained in the EEOC settlement agreement. I-2 AF, Tab 30, Initial Decision (I-2 ID) at 1, 5. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response to the petition. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW On review, the appellant reargues that the waiver provision in her EEO settlement agreement does not bar the instant removal appeal, which was pending when the agreement was executed, because the parties only intended to settle the EEO complaint and not her instant appeal. PFR File, Tab 1 at 7. The administrative judge found that the waiver language in the agreement is unambiguous. I-2 ID at 5-6. She considered the parties’ assertions that they did not intend to waive the appellant’s removal appeal. Id. Nevertheless, she found that, because she gave the parties an opportunity to amend the agreement and they did not do so, the appellant had waived her right to challenge her removal before the Board. I-2 ID at 5-6. On review, the agency counsel restates that “the original agency counsel intended only to settle the EEOC case with [the settlement agreement],” but ultimately he agrees with the administrative judge that the waiver language is unambiguous, and, therefore, it is “inappropriate” to consider evidence of the parties’ intent. PFR File, Tab 3 at 6-7. It is well settled that the Board may review a settlement agreement reached outside of a Board proceeding to determine its effect on a Board appeal and any 4 waiver of Board appeal rights. E.g., Lee v. U.S. Postal Service, 111 M.S.P.R. 551, ¶ 4 (2009), aff’d per curiam , 367 F. App’x 137 (Fed. Cir. 2010); Swidecki v. U.S. Postal Service , 101 M.S.P.R. 110, ¶ 7 (2006). The appellant may challenge the validity of a settlement agreement if she believes that the agreement was unlawful, involuntary, or resulted from fraud or mutual mistake. Lee, 111 M.S.P.R. 551, ¶ 4. The appellant may also challenge the enforceability of any waiver of Board appeal rights. Id. Such a waiver is enforceable if its terms are comprehensive, freely made, and fair, and execution of the waiver did not result from agency duress or bad faith. Id. We agree with the administrative judge that the language of the waiver provision at issue here is unambiguous. The words of the agreement are of paramount importance in determining the parties’ intent when they contracted, and parol or extrinsic evidence will be considered only if the agreement is ambiguous. Id., ¶ 6; see Dunn v. Department of the Army , 100 M.S.P.R. 89, ¶ 9 (2005) (noting that the Board will not imply a term in an unambiguous agreement). Ambiguity exists if the settlement agreement’s terms are reasonably susceptible to more than one interpretation. Lee, 111 M.S.P.R. 551, ¶ 6. When the parties’ intended meaning is not apparent from the face of the agreement, it is appropriate to examine extrinsic evidence of intent. Id.; Brown v. Department of the Interior, 86 M.S.P.R. 546, ¶ 17 (2000). The settlement agreement stated, as relevant here: Complainant will withdraw the aforementioned matter. Complainant waives and releases any and all further or additional relief, remedies, and causes of action of any and all kinds against the Agency and any and all of its officers, managers, supervisors, and employees. Complainant hereby agrees to a settlement of the above-styled matter. This release does not include future claims that arise after the date of this Agreement. I-2 AF, Tab 18 at 9. We agree with the administrative judge that the language of the agreement is clear that the settlement extends beyond the issues raised in the appellant’s EEO complaint and encompasses her removal since it is a cause of 5 action that arose on June 18, 2020, prior to the July 29, 2020 effective date of the settlement agreement. IAF, Tab 17 at 14, Tab 18 at 9-10. To the extent that the appellant argues that the provision in question is ambiguous, she has not shown that the terms are susceptible to more than one interpretation. See Lee, 111 M.S.P.R. 551, ¶ 7 (finding that, pursuant to the settlement agreement’s release “from all claims,” the appellant waived his right to appeal his constructive suspension to the Board). However, since the parties appear to agree that they signed the agreement under the incorrect assumption that they were not waiving the appellant’s right to pursue the instant removal appeal, we find that the parties are essentially alleging mutual mistake. A settlement agreement may be set aside on the basis of mutual mistake of fact if there is a shared, mistaken belief of the parties regarding a material assumption of fact underlying their agreement. Vance v. Department of the Interior, 114 M.S.P.R. 679, ¶¶ 12, 14, 16 (2010) (setting aside a settlement agreement when it was premised on the mutual mistake of fact that it was possible to give the appellant a clean employment record). Similarly, a settlement agreement must also be set aside if it is tainted with invalidity by a mutual mistake of law under which both parties acted. Potter v. Department of Veterans Affairs , 111 M.S.P.R. 374, ¶ 9 (2009); Adkins v. U.S. Postal Service , 86 M.S.P.R. 671, ¶¶ 9-10 (2000) (setting aside a settlement agreement due to mutual mistake of law because the parties believed that the agreement would be entered into the Board’s record for enforcement purposes, but the Board was unable to do so). An appellant’s waiver of any causes of action against the agency is a material term of a settlement agreement. See Gill v. Department of Veterans Affairs, 85 M.S.P.R. 541, ¶ 5 (2000) (finding a draft settlement agreement that contained an exception to a general waiver of claims constituted a material change to a draft without such an exception). Thus, we need not decide whether the parties’ mistake was a mutual mistake of fact or mutual mistake of law 6 because we decline to enforce the provision waiving the appellant’s Board appeal right. Here, the parties’ settlement agreement was reached in another forum, i.e., the EEOC. The Board does not have authority to invalidate a settlement agreement reached in another forum. See Lee, 111 M.S.P.R. 551, ¶ 4 n.2. The agreement provides that it should be entered into the record of the EEOC and that the EEOC retains jurisdiction for purposes of enforcement. I-2 AF, Tab 18 at 10. Accordingly, because the Board does not have the authority to invalidate the terms of the EEOC settlement agreement, we do not do so. Nevertheless, since it is undisputed that the waiver of the appellant’s Board appeal was a mutual mistake, we find that the appellant’s waiver of her right to appeal her removal cannot be enforced before the Board. Accordingly, we vacate the initial decision and remand this matter to the regional office for a full adjudication.4 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 The appellant also reasserts that the agency breached the settlement agreement. PFR File, Tab 1 at 7-8. Allegations of breach are a matter of enforcement. See Lopez v. U.S. Postal Service, 71 M.S.P.R. 461, 463 (1996). The settlement agreement between the parties provides in ¶ 9 that the EEOC retains jurisdiction for purposes of enforcing compliance with the terms of the agreement. IAF, Tab 18 at 10. Therefore, any allegations of breach must be presented to the EEOC.
Walker_Angel_D_DA-0752-20-0452-I-2__Remand_Order.pdf
2024-05-07
ANGEL D. WALKER v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-0752-20-0452-I-2, May 7, 2024
DA-0752-20-0452-I-2
NP
1,541
https://www.mspb.gov/decisions/nonprecedential/Davis_Ronald_A_DC-1221-17-0350-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RONALD A. DAVIS, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER DC-1221-17-0350-W-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ronald A. Davis , Baltimore, Maryland, pro se. Avis McAllister , Esquire, 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 that 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 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. Because we find that the administrative judge erroneously found that the appellant made protected disclosures, we VACATE the initial decision and DENY the appellant’s request for corrective action. BACKGROUND The appellant worked for the agency as a Financial Management Specialist at Joint Base Andrews. Initial Appeal File (IAF), Tab 1 at 2. In June 2016, the appellant filed a complaint with the Office of Special Counsel (OSC) alleging that, in reprisal for making protected disclosures, the agency denied him opportunities for training in 2015 and did not select him for two positions in 2016. Id. at 8, 13-14. The disclosures included a September 15, 2014 email from the appellant to his second-level supervisor alleging that his first -level supervisor violated the Merit Systems Principles on September 12, 2014, when he said aloud in front of the office that the appellant had a work assignment due by 8 a.m. the following Monday. IAF, Tab 1 at 13-14, Tab 4 at 9-11. The second disclosure concerned an October 14, 2015 email from the appellant to his third -level supervisor claiming that his second -level supervisor violated his privacy rights by discussing his use of sick leave while on speaker phone with his team leader present. IAF, Tab 1 at 14, Tab 4 at 12-13. In December 2016, OSC closed the investigation into the appellant’s complaint with no further action, and this IRA appeal to the Board followed. IAF, Tab 1 at 2-7, 20-22. 2 After finding jurisdiction over the appeal and holding a hearing, the administrative judge issued an initial decision denying the appellant’s request for corrective action. IAF, Tab 40, Initial Decision (ID). The administrative judge concluded that the appellant met his burden of proving that he exhausted his administrative remedies with OSC, made protected whistleblowing disclosures when sending the emails to supervisors on September 15, 2014, and October 14, 2015, and such disclosures were a contributing factor in the agency’s decisions to deny him training and not select him for the positions at issue. ID at 3-5. However, the administrative judge further found that the agency proved by clear and convincing evidence that it would have taken these actions against the appellant in the absence of his protected disclosures. ID at 5-10. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has responded in opposition, and the appellant has filed a reply. PFR File, Tabs 4-5. ANALYSIS In the absence of an action directly appealable to the Board, only allegations of protected disclosures and activity, along with personnel actions, that an appellant first raises and exhausts with OSC may be considered by the Board in an IRA appeal.2 See Rebstock Consolidation v. Department of Homeland Security , 122 M.S.P.R. 661, ¶ 9 (2015); Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). In order to prevail on the merits of an IRA appeal before the Board, an appellant must prove by preponderant evidence 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); 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); Salerno v. 2 The appellant does not allege an action directly appealable to the Board in this appeal. See 5 U.S.C. §§ 4303, 7512. 3 Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). If this burden is met, the Board must order corrective action unless the agency establishes by clear and convincing evidence that it would have taken the same personnel action despite the appellant making the protected disclosure or engaging in the protected activity. 5 U.S.C. § 1221(e)(2); Carr v. Social Security Administration , 185 F.3d 1318, 1322-23 (Fed. Cir. 1999); Aquino v. Department of Homeland Security , 121 M.S.P.R. 35, ¶ 10 (2014). The administrative judge properly determined that the appellant exhausted his administrative remedies with OSC. In order for the Board to have jurisdiction over an IRA appeal, the appellant, amongst other requirements, must first prove by preponderant evidence that he exhausted his administrative remedies regarding the allegation with OSC. Salerno, 123 M.S.P.R. 230, ¶ 5; 5 C.F.R. § 1201.57(c)(1). The purpose of this exhaustion requirement is to give OSC “the opportunity to take corrective action before involving the Board in the case.” Ward v. Merit Systems Protection Board, 981 F.2d 521, 526 (Fed. Cir. 1992). The Whistleblower Protection Enhancement Act of 2012 provides that, if OSC finds that there is a substantial likelihood that the information it received discloses a violation of the Act, it “shall transmit the information to the head of the agency involved for investigation and report . . . .” Id. (making this finding based on the same language in the prior Whistleblower Protection Act); see 5 U.S.C. § 1213(b), (c). These inquiries by OSC, and their transmittal to agencies for remedial action, are a major component of OSC’s work. Ward, 981 F.2d at 526. The Board may consider only those disclosures of information and personnel actions that the appellant raised before OSC. Mason, 116 M.S.P.R. 135, ¶ 8. To satisfy the exhaustion requirement, an appellant must provide to OSC a sufficient basis to pursue an investigation that might lead to corrective action. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. The test of the sufficiency of an appellant’s charge of reprisal for whistleblowing to4 OSC is the statement that he makes in the complaint requesting corrective action, not his post hoc characterization of those statements . Id., ¶ 11. An appellant may demonstrate exhaustion through his initial OSC complaint, evidence that he amended the original complaint, including but not limited to OSC’s preliminary determination letter and other letters from OSC referencing any amended allegations, and the appellant’s written responses to OSC referencing the amended allegations. Id. During the adjudication of this appeal before the administrative judge, and then again on review, the appellant made vague assertions that he included in his OSC complaint at issue other supposed protected activity, his perceived whistleblower status, and retaliatory personnel actions. IAF, Tab 19 at 4, 6; Hearing Compact Disc (HCD) 1 (testimony of the appellant); PFR File, Tab 1 at 15, 22, 24-25. However, as the administrative judge correctly determined, the appellant only proved that he exhausted administrative remedies with OSC prior to filing the instant IRA appeal regarding the emails that he sent his supervisors on September 15, 2014, and October 14, 2015, and the denial of training and nonselections as outlined above. IAF, Tab 18 at 2; ID at 3-4. As a result, the Board has no jurisdiction to consider any additional allegations of reprisal that the appellant puts forth in this appeal. See Boechler v. Department of the Interior, 109 M.S.P.R. 638, ¶ 13 (2008) (concluding that the Board lacked jurisdiction in an IRA appeal when the appellant failed to prove that he exhausted administrative remedies with OSC over the alleged claims), aff’d, 328 F. App’x. 660 (Fed. Cir. 2009) (Table). The appellant failed to meet his burden of proving that he made a protected disclosure. Protected whistleblowing takes place 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. 5 U.S.C. § 2302(b)(8)(A);5 DeLeonardo v. Equal Employment Opportunity Commission , 103 M.S.P.R. 301, ¶ 6 (2006). The appellant need not prove that the condition disclosed actually established a violation of law, rule, or regulation; gross mismanagement of funds; a gross waste of funds; an abuse of authority; or a substantial and specific danger to public health or safety. Peterson v. Department of Veterans Affairs , 116 M.S.P.R. 113, ¶ 11 (2011). The test for determining whether the appellant had a reasonable belief that his disclosure was protected is whether 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 noted above. Id. The appellant’s first disclosure is not protected. The appellant claimed that the first disclosure, his September 15, 2014 email that he sent to his second-level supervisor, is protected because it identifies violations of the Merit System Principles codified at 5 U.S.C. § 2301. IAF, Tab 1 at 13-14, Tab 4 at 4, 9-11. According to the appellant, the supposed wrongdoing exposed is how his first-level supervisor acted unprofessionally and advised him loudly in the workplace of the due date of a single assignment tasked to him. IAF, Tab 1 at 13-14, Tab 4 at 4, 9-11. On the day in question, the appellant states that, as he was leaving the office for the week, his first-level supervisor said to him, “I want that report by 8 o’clock on Monday morning,” then stated words to the effect of, “when we tell you something, you need to do it.” IAF, Tab 4 at 10. The appellant was aware of what assignment was at issue and that it was indeed to be completed as informed. Id. at 9-11; HCD 1 (testimony of the appellant). There is no evidence of any confidential personnel matter discussed in the presence of others. There was no criticism or critique of the appellant’s work; rather, just a reminder of a due date and an axiomatic statement that, absent circumstances not present here, employees need to comply with supervisory instructions. IAF, Tab 4 at 10. It is the supervisor’s responsibility to remind6 employees of assignment due dates.3 The Merit System Principles outlined at 5 U.S.C. § 2301 set the general guidelines for Government agencies in the management of personnel, providing for the fair and equitable treatment of employees without regard to prohibited reasons, and setting other aspirational standards in areas such as recruitment, pay, retention, performance, and training. The supposed offense alleged by the appellant is at best only tangentially related to the standards set forth in section 2301. The appellant certainly disagreed with his supervisor’s handling of this situation. At most, however, his purported disclosure involved his questioning of a management action that is merely debatable or nominally unprofessional. It is well-settled that, with nothing more, disclosures of this type of behavior are not protected. The whistleblower protection statutes were not intended to turn every failure to exercise perfect management behavior into the subject of a whistleblowing complaint. See Frederick v. Department of Justice , 73 F.3d 349, 353 (Fed. Cir. 1996) (finding that, if supervisors fear that every trivial lapse in their own behavior will be the subject of a whistleblowing complaint, they will be deterred from performing their duties). In sum, with his almost four decades of Government service, we find that the appellant could not have reasonably believed that he was exposing wrongdoing as defined in the whistleblower protection statutes when he advised his second-level supervisor that his first-level supervisor reminded him in front of others of the due date of an assignment tasked to him. The appellant’s second disclosure is not protected. Moving to the other disclosure, in his October 14, 2015 email to his third-level supervisor, the appellant alleged that his second-level supervisor 3 It is commonplace in the Federal government for employees within an office to have access to the deadlines of projects assigned to others. For example, a case tracking system often readily indicates when briefs or other legal documents are due, and a project management application often shows when reports are due. 7 violated his privacy rights by discussing his use of sick leave while on speaker phone with his team leader present. IAF, Tab 1 at 14, Tab 4 at 4-5, 12-13. During this conversation, the appellant’s second-level supervisor called the appellant in the appellant’s team leader’s presence to ascertain the appellant’s duty status, as they were not aware that he was on sick leave.4 IAF, Tab 4 at 12-13. After the appellant informed his second-level supervisor that he was out for the day, the second-level supervisor asked if the appellant planned to be at work the following day and then instructed the appellant to inform the office of his absence. Id. There is no evidence that the appellant’s second-level supervisor discussed any confidential health or personnel matters on this call. While an employee might have a privacy interest in not having his usage of sick leave shared with those without a need to know, as the appellant conceded, his supervisors and team leader bore the responsibility to know his work status. HCD 1 (testimony of the appellant). The appellant also testified that he was pleased with how the office procedures changed shortly after this incident because employees now have to notify their team leader when they are requesting sick leave, which weighs against him reasonably believing that it was improper for his supervisor to discuss his use of sick leave in the presence of his team leader. Id. Thus, we find that the appellant did not reasonably believe that he disclosed 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. For the forgoing reasons, the appellant’s disclosures at issue in this appeal were not protected, meaning his request for corrective action must be denied on these grounds. See Kleckner v. Department of Veterans Affairs , 96 M.S.P.R. 331, ¶ 7 (2004) (denying the appellant’s request for corrective action in his IRA appeal, as he did not prove by preponderant evidence that his disclosures were 4 Although the conversation took place on a speaker phone, there is no specific allegation that another employee overheard the conversation. 8 protected). As such, we need not determine whether the appellant met his burden of proving that such disclosures were a contributing factor to the contested personnel actions or whether the agency proved by clear and convincing evidence that it would have made the same decisions in the absence of the disclosures. See Harvey v. Department of the Navy , 92 M.S.P.R. 51, ¶ 5 n.3 (2002) (holding that, because the appellant did not prove his prima facie case of whistleblower reprisal, there was no need to determine whether the agency met its clear and convincing standard). The appellant failed to raise any other basis to grant his petition for review. On review, the appellant alleges that the administrative judge committed various errors, such as denying his motions to compel and to sanction the agency for not complying with discovery, unduly denying his request for witnesses to testify at hearing, and acting inappropriately during the hearing. PFR File, Tab 1 at 4-6, 19-22. However, the purported rulings and evidence that the appellant claims that he would have gained from his motions being granted and witnesses approved have no impact on the dispositive finding that he failed to make a protected disclosure. Notwithstanding, we have reviewed the record and conclude that the denial of the appellant’s discovery-related motions was not an error or abuse of discretion by the administrative judge. See Vores v. Department of the Army, 109 M.S.P.R. 191, ¶ 14 (2008) (stating that administrative judges have broad discretion in regulating discovery and, absent a showing of an abuse of discretion, the Board will not find reversible error), aff’d, 324 F. App’x. 883 (Fed. Cir. 2009). Further, the denial of a number of the appellant’s requested witnesses on relevance grounds was appropriate.5 See Miller v. Department of Defense, 85 M.S.P.R. 310, ¶ 8 (2000) (outlining how an administrative judge has wide discretion to control the proceedings, including authority to exclude 5 The administrative judge did approve six of the appellant’s requested witnesses to testify at the hearing. IAF, Tab 28 at 2. 9 testimony she believes would be irrelevant or immaterial). Additionally, we see no indication that the administrative judge acted improperly during the hearing. Similarly, the appellant’s arguments on review regarding supposed errors in the administrative judge’s credibility determinations and analysis of the agency’s actions under the Carr factors need not be addressed further, as they are unrelated to the overall conclusion that the appellant’s request for corrective action must be denied due to his failure to make a protected disclosure. PFR File, Tab 1 at 6-19, 23-24; see, e.g., Cole v. Department of Veterans Affairs , 77 M.S.P.R. 434, 439 (1998) (holding that a remand was unnecessary, as the issues to be adjudicated by the Board on review did not require credibility determinations); see also Buckler v. Federal Retirement Thrift Investment Board , 73 M.S.P.R. 476, 496 (1997) (holding that, because the appellant did not meet each of his merit requirements, no consideration was necessary as to whether the agency showed by clear and convincing evidence that it would have taken the same action despite the appellant’s protected disclosure). 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 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.10 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. 11 (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: 12 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 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 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. 13 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.14
Davis_Ronald_A_DC-1221-17-0350-W-1__Final_Order.pdf
2024-05-07
RONALD A. DAVIS v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. DC-1221-17-0350-W-1, May 7, 2024
DC-1221-17-0350-W-1
NP
1,542
https://www.mspb.gov/decisions/nonprecedential/Church_Dale_W_SF-0752-18-0773-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DALE W. CHURCH, Appellant, v. DEPARTMENT OF ENERGY, Agency.DOCKET NUMBER SF-0752-18-0773-I-1 DATE: May 7, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 S tephanie Bernstein , Esquire, and Tyler J. Sroufe , Esquire, Dallas, Texas, for the appellant. Sally A. Carter , Esquire, Portland, Oregon, 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. On petition for review, the appellant argues that the administrative judge was biased and colluded with the agency. 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 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 has 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
Church_Dale_W_SF-0752-18-0773-I-1_Final_Order.pdf
2024-05-07
DALE W. CHURCH v. DEPARTMENT OF ENERGY, MSPB Docket No. SF-0752-18-0773-I-1, May 7, 2024
SF-0752-18-0773-I-1
NP
1,543
https://www.mspb.gov/decisions/nonprecedential/Lassiter_Johnnie_V_PH-0752-22-0291-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHNNIE VANCE LASSITER, JR., Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER PH-0752-22-0291-I-1 DATE: May 7, 2024 THIS ORDER IS NONPRECEDENTIAL1 Randolph Elliott , Camp Hill, Pennsylvania, for the appellant. Owen Hoover , Esquire, New Cumberland, 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 dismissed his removal appeal as untimely filed by 3 days without good cause shown. For the reasons set forth herein, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the matter to the New York Field Office for a hearing on the timeliness issue. 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). ANALYSIS The appellant argues that, because he had recently moved to a new address, he did not receive the agency’s decision, which effected his removal on June 26, 2022, until July 5, 2022. Petition for Review (PFR) File, Tab 1 at 3-4; Initial Appeal File (IAF), Tab 6 at 13-16. He asserts that the agency was aware of his new address and had “corresponded with [him] multiple times this calendar year [at] this new address.”2 PFR File, Tab 1 at 5. If an appellant can establish a factual dispute as to whether he timely filed his appeal and he requested a hearing, he is entitled to a timeliness hearing. Nelson v. U.S. Postal Service , 88 M.S.P.R. 331, ¶ 5 (2001). Here, the appellant requested a hearing on the matter. IAF, Tab 1 at 2. Additionally, the appellant’s representative submitted, among other things, a statement made under penalty of perjury asserting that the appellant had moved to a new address and, as a result, had not received the agency’s decision letter until July 5, 2022, when his representative emailed it to him. IAF, Tab 4 at 3. Given the circumstances, we find that the appellant is entitled to a hearing on the timeliness issue. 2 The appellant provides additional documents with his petition for review, to include a letter regarding where he has lived and various property lease documents. PFR File, Tab 1 at 9-59. 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 here. 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).2 ORDER For the reasons discussed above, we remand this case to the field office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.3
Lassiter_Johnnie_V_PH-0752-22-0291-I-1__Remand_Order.pdf
2024-05-07
null
PH-0752-22-0291-I-1
NP
1,544
https://www.mspb.gov/decisions/nonprecedential/Lewis_MarqueseDC-1221-16-0695-W-2__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARQUESE LEWIS, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-1221-16-0695-W-2 DATE: May 6, 2024 THIS ORDER IS NONPRECEDENTIAL1 David Fallon , Esquire, Albany, New York, for the appellant. Elizabeth E. Pavlick , Esquire, and Lundi Shafiei , 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 denied her request for corrective action in this individual right of action (IRA) appeal. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision’s analysis of the agency’s clear and convincing burden but otherwise AFFIRM 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). 2 case to the Washington Regional Office for further adjudication in accordance with this Remand Order.2 BACKGROUND The appellant transferred from the Department of Transportation to the agency’s Washington Headquarters Services (WHS) in November 2014 as a GS-13 Strategic Communications Specialist. Lewis v. Department of Defense , MSPB Docket No. DC-1221-16-0695-W-1, Initial Appeal File (IAF), Tab 1 at 1, Tab 7 at 75; Hearing Transcript (Oct. 16, 2017) (HT1) at 8-9 (testimony of the appellant). The appellant worked for the WHS Corporate Communications Division (CCD) from November 2014, until her June 2015 management-directed reassignment to the Boards, Commissions, and Task Forces (BCTF) Support Division. IAF, Tab 6 at 68-70, Tab 7 at 75. In June 2015, the appellant filed a complaint with the Office of Special Counsel (OSC) in which she alleged retaliation for whistleblowing. IAF, Tab 5 at 16-22. The appellant alleged that she made protected disclosures on or around December 19, 2014, to the WHS Acting Deputy Director and, in January 2015, to her first-line supervisor, A.D., that her former first-line supervisor, K.Y., engaged in timecard falsification and that agency contractors falsified their time and disregarded policies concerning work assignments. Id. at 16-22, 51-56 . The appellant alleged that the agency took the following actions in retaliation for her disclosures: (1) terminated her during her probationary period on April 30, 2015;3 (2) issued her a letter of reprimand (LOR) on June 9, 2015, after her reinstatement; (3) reassigned her in June 2015 from the CCD at the Pentagon to 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 United States Code. Our disposition of this matter would be the same under both pre- and post-NDAA law. 3 The agency subsequently rescinded the probationary termination after realizing that the appellant had constitutional due process rights. IAF, Tab 6 at 5. 3 the BCTF at the Mark Center (which added approximately 30 minutes to her daily commute) and removed some communications duties from her upon her reassignment to the BCTF; (4) lowered her performance appraisal;4 and (5) forced her to take 80 hours of leave without pay (LWOP) because of the hostile work environment in the CCD. IAF, Tab 5 at 16-22, 27-30, 32-34, Tab 6 at 16-70. On May 24, 2016, OSC terminated its inquiry into her complaint and apprised her of Board appeal rights. IAF, Tab 1 at 13-15. The appellant timely filed this IRA appeal on June 29, 2016. IAF, Tab 1. The administrative judge found that the Board has jurisdiction over this IRA appeal and set a hearing for October 2017. IAF, Tab 14 at 1-3, Tab 30. The administrative judge dismissed the appeal without prejudice based on the parties’ scheduling conflicts, IAF, Tab 32 at 1-3, and “reopen[ed]”5 the appeal on September 29, 2017, id. at 2; Lewis v. Department of Defense , MSPB Docket No. DC-1221-16-0695-W-2, Appeal File (W-2 AF), Tab 1. After a hearing, the administrative judge denied the appellant’s request for corrective action.6 W-2 AF, Tabs 12-13, Tab 14, Initial Decision (ID) at 2, 28. The administrative judge found that two of the appellant’s three disclosures were protected by Federal whistleblower laws—alleged time card falsification by K.Y., her former CCD first-line supervisor, and alleged creation of a hostile work 4 The appellant worked for the Department of Transportation before joining the agency in November 2014, HT1 at 8-9, so this was her first performance appraisal at WHS, IAF, Tab 6 at 62-67. The appellant received an overall Fully Successful rating and a $520 performance award. Id. at 66. The record does not reflect her overall performance ratings at the Department of Transportation. 5 It appears that the administrative judge intended to “refile,” rather than “reopen,” the appeal because administrative judges lack the authority to “reopen” or “reinstate” an appeal. See Carroll v. Office of Personnel Management , 114 M.S.P.R. 310, ¶ 9 (2010). 6 Immediately preceding the first day of the hearing, the administrative judge allowed the appellant to raise a claim that she disclosed that her CCD first-line supervisor, A.D., engaged in an abuse of authority by creating a hostile work environment. ID at 2 n.2. The agency objected to the appellant’s request, but the administrative judge found that the appellant exhausted this disclosure with OSC before filing the IRA appeal. Id. (citing IAF, Tab 5 at 89-91). The agency does not challenge this ruling on review. Petition for Review File, Tab 5. 4 environment by A.D., her then-CCD first -line supervisor. ID at 5-12, 15-17. The administrative judge found that the appellant’s disclosure that agency contractors disregarded policies related to work assignments was not a protected disclosure but a debatable policy disagreement. ID at 12-15. The administrative judge further found that the appellant’s two protected disclosures were a contributing factor in the five personnel actions at issue, ID at 17-18, but that the agency met its burden to show by clear and convincing evidence that it would have taken all of the personnel actions even absent the appellant’s protected whistleblowing, ID at 18-28. The appellant has timely filed a petition for review,7 the agency has responded in opposition, and the appellant has filed a reply to the agency’s response.8 Petition for Review (PFR) File, Tabs 3, 5-6. DISCUSSION OF ARGUMENTS ON REVIEW 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.9 Salerno v. Department of the Interior , 123 M.S.P.R. 7 The appellant requested an extension of time to file her petition for review, which the Office of the Clerk of the Board granted. Petition for Review File, Tabs 1-2. 8 In her reply brief, the appellant raises a new argument and asserts that the agency conceded in its closing summation that it terminated her during her probationary period because it initially believed that she was a “whistleblower[.]” PFR File, Tab 6 at 14. We have reviewed both the hearing transcript and the hearing recording and, although agency counsel does use the word “whistleblower,” it is clear from the context and the rest of the agency counsel’s statement that she meant to say “probationer.” Hearing Transcript (Oct. 17, 2017) at 406-07 (statement of agency counsel); W -2 AF, Tab 13. In any event, statements made by an agency representative during a closing argument are generally not evidence. See Hartsock-Shaw v. Office of Personnel Management, 107 M.S.P.R. 17, ¶ 10 (2007). Moreover, a reply brief is limited to the issues raised by another party in the response to the petition for review. 5 C.F.R. § 1201.114(a)(4). This issue was not raised in the agency’s response. Therefore, we have not considered this argument as part of our analysis. See Boston v. Department of the Army, 122 M.S.P.R. 577, ¶ 5 n.3 (2015) (declining to consider new arguments first raised in a reply brief.) 9 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 5 230, ¶ 5 (2016). If the appellant makes such a showing, the burden shifts to the agency to prove by clear and convincing evidence that it would have taken the same action in the absence of the disclosure.10 Id.; see 5 U.S.C. § 1221(e)(2) (setting forth the agency’s clear and convincing evidentiary burden). The Board will consider the following factors to determine if an agency has met this burden: (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. Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999); see Whitmore v. Department of Labor , 680 F.3d 1353, 1368 (Fed. Cir. 2012) (recognizing that “[e]vidence only clearly and convincingly supports a conclusion when it does so in the aggregate considering all the pertinent evidence in the record, and despite the evidence that fairly detracts from that conclusion”). On review, the appellant does not challenge the administrative judge’s finding that her disclosure about agency contractors disregarding policies about work assignments was not protected, considering that the administrative judge found that she otherwise established a prima facie case of whistleblower reprisal. PFR File, Tab 3 at 15-16. The agency has not filed any cross -petition for review to challenge the administrative judge’s findings that the appellant established a prima facie case of whistleblower reprisal, and we find no basis to disturb these well-reasoned findings. ID at 4-18; 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 when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions). fact is more likely to be true than untrue. 5 C.F.R. § 1201.4(q). 10 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 preponderance of the evidence. 5 C.F.R. § 1209.4(e). 6 The only dispositive issue on review is whether the agency proved by clear and convincing evidence that it would have taken all five personnel actions even absent the appellant’s protected whistleblowing.11 PFR File, Tab 3 at 16. The appellant claims that the agency failed to meet its clear and convincing burden for all five personnel actions. Id. at 16-27. She asserts that the evidence relied on to support her probationary termination was “woefully deficient to support any adverse action” considering that the agency rescinded it shortly thereafter as erroneous. Id. at 16-17. She further asserts that the agency officials involved in her probationary termination had a strong motive to retaliate because she disclosed wrongdoing by her former CCD supervisor, K.Y., and she disclosed a hostile work environment in the CCD, which was substantiated by an agency investigation that specifically criticized CCD leadership. Id. at 17-18; W-2 AF, Tab 5 at 44-45. Moreover, she contends that the administrative judge failed to undertake “any detailed analysis of the Carr factors” and misstated the facts that supported the agency’s actions. PFR File, Tab 3 at 19, 22-24. For the reasons set forth below, we agree that the administrative judge’s Carr factor analysis is incomplete. The administrative judge found that the appellant, A.D., and the WHS Acting Deputy Director all testified credibly during the 2-day hearing. ID at 10-11. Nevertheless, the administrative judge found that the agency proved by clear and convincing evidence that it would have taken all five personnel actions even in the absence of the appellant’s whistleblowing. The administrative judge found that the appellant’s misconduct, i.e., sending mass emails that disparaged contractor staff in violation of A.D.’s orders, deserved some discipline (as described in the June 9, 2015 LOR). ID at 26. She further found that, although A.D. was improperly advised by Human Resources (HR) staff to 11 To the extent that the appellant asserts on review that the administrative judge improperly shifted the agency’s clear and convincing burden to herself, PFR File, Tab 3 at 24, 26, the appellant has not described how the administrative judge shifted that burden to her, nor do we find any error by the administrative judge. 7 terminate the appellant during her probationary period, this error was not based upon the appellant’s whistleblowing because there was no evidence that the HR staff knew of the appellant’s whistleblowing activity. Id. The administrative judge found further that none of the appellant’s CCD coworkers who made the same disclosures to the WHS Acting Deputy Director and A.D. suffered any disciplinary action because of those disclosures, ID at 26; that there was no connection between the appellant’s performance evaluation or her use of 80 hours of LWOP and her whistleblowing, ID at 27; and that the appellant’s reassignment to the BCTF upon her reinstatement, with its concomitant change in her communications duties, was made by a different WHS official who wanted to give the appellant a fresh start in an important and respected WHS office, ID at 27.12 Although the administrative judge made some findings about the strength of the evidence in support of the appellant’s probationary termination and the June 9, 2015 LOR, ID at 26-28, she did not make any findings about the existence and strength of any motive to retaliate by the agency officials who were involved in any of the personnel actions at issue ( Carr factor 2).13 An initial decision must identify all material issues of fact and law, summarize the evidence, resolve 12 The administrative judge also noted that the appellant previously requested reassignment from the CCD to a different unit within WHS before her now-rescinded probationary termination. ID at 27; HT1 at 67 (testimony of the appellant). 13 The administrative judge’s minimal Carr factor 1 evaluation of the appellant’s performance appraisal, reassignment to the BCTF, and use of 80 hours of LWOP was limited to finding no connection between the appellant’s whistleblowing and these personnel actions. ID at 27. Moreover, it appears that the administrative judge used an inappropriate Carr factor 1 standard for these personnel actions. The Board has recognized that Carr factor 1 does not apply straightforwardly when the personnel action is not disciplinary and, therefore, does not require supporting evidence of misconduct. See Gonzales v. Department of the Navy , 101 M.S.P.R. 248, ¶ 12 (2006). Rather, the Board must consider whether the agency had legitimate reasons for imposing the action when evaluating the strength of the agency’s evidence. Id. Thus, on remand, the administrative judge must thoroughly analyze the appellant’s performance appraisal, reassignment to the BCTF, and use of 80 hours of LWOP under this appropriate Carr factor 1 standard. 8 issues of credibility, and include the administrative judge’s conclusions of law and legal reasoning, as well as the authorities on which that reasoning rests. Mastrullo v. Department of Labor , 123 M.S.P.R. 110, ¶ 14 (2015). The U.S. Court of Appeals for the Federal Circuit has held that, although the agency’s treatment of similarly situated whistleblowers “may illuminate any motive to retaliate under Carr factor 2, it does not show the agency’s treatment of non-whistleblower employees accused of similar misconduct, the precise inquiry considered under Carr factor 3.” Siler v. Environmental Protection Agency , 908 F.3d 1291, 1299 (Fed. Cir. 2018). The appellant contends that A.D. had a strong motive to retaliate because her disclosures of a hostile work environment led directly to the agency’s March 2015 Assessment Report, which found that leadership in the CCD was “not effective” and the “number one concern expressed throughout the assessment.” PFR File, Tab 3 at 17-18; W-2 AF, Tab 5 at 45; Hearing Transcript (October 17, 2017) (HT2) at 263 (testimony of A.D.). The Assessment Report’s conclusions about CCD leadership, however, focused almost exclusively on K.Y., the former supervisor, and E.S., a contract supervisor, not A.D., whom WHS had promoted 2 months earlier to fix the hostile work environment in the CCD. W-2 AF, Tab 5 at 45. Nevertheless, responsible agency officials “may well be motivated to retaliate even if they are not directly implicated by the disclosures” at issue. Whitmore, 680 F.3d at 1370. The administrative judge also never made any findings about the agency’s treatment of similarly situated non-whistleblowers ( Carr factor 3). The administrative judge noted that A.D. never disciplined the appellant’s CCD coworkers who made the same December 2014 and January 2015 disclosures, but she did not describe which Carr factor this fact supported or how this affected her overall analysis of the agency’s clear and convincing burden. An agency need not introduce evidence of every Carr factor to prove its case, but the “risk associated with having no evidence on record” for a particular factor falls on the 9 Government. Miller v. Department of Justice , 842 F.3d 1252, 1262 (Fed. Cir. 2016) (noting that, although the absence of any evidence relating to Carr factor 3 can effectively remove that factor from the analysis, the Government bears the risk associated with having no evidence on record for this factor); see Mithen v. Department of Veterans Affairs , 122 M.S.P.R. 489, ¶ 36 (2015) (describing how the Board does not view the Carr factors as discrete elements, each of which the agency must prove by clear and convincing evidence, but will weigh the factors together to determine whether the evidence is clear and convincing as a whole), aff’d, 652 F. App’x 971 (Fed. Cir. 2016); see also Siler, 908 F.3d at 1299 (holding that Carr factor 3 cannot favor the Government when the Board finds an absence of relevant comparator evidence). The appellant alleged that agency officials, including A.D., treated K.Y., her non -whistleblower former CCD supervisor who failed to submit required telework reports, differently by failing to discipline her. PFR File, Tab 3 at 18; HT2 at 234 (testimony of A.D.). The administrative judge did not address this allegation. We make no finding as to whether K.Y. is an appropriate comparator under Carr factor 3 and leave it for the administrative judge to make that determination in the first instance on remand. See Whitmore, 680 F.3d at 1373 (noting that “[d]ifferences in kinds and degrees of conduct between otherwise similarly situated persons within an agency can and should be accounted for to arrive at a well-reasoned conclusion regarding Carr factor three.”). Thus, we agree with the appellant that the administrative judge’s Carr factor analysis is incomplete. We vacate all of the administrative judge’s findings regarding the agency’s clear and convincing burden and remand this appeal to the Washington Regional Office for further adjudication. On remand, the administrative judge may further develop the record and, if necessary, hold a supplemental hearing. The administrative judge must explicitly address all three Carr factors on remand. See, e.g., Mithen v. Department of Veterans Affairs , 119 M.S.P.R. 215, ¶¶ 23-24 (2013) (remanding the case to the administrative 10 judge for an assessment of the clear and convincing issue, including rendering credibility determinations); Massie v. Department of Transportation , 118 M.S.P.R. 308, ¶¶ 7-8 (2012) (remanding the case for consideration of the evidence as a whole under Whitmore). 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.
Lewis_MarqueseDC-1221-16-0695-W-2__Remand_Order.pdf
2024-05-06
MARQUESE LEWIS v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-1221-16-0695-W-2, May 6, 2024
DC-1221-16-0695-W-2
NP
1,545
https://www.mspb.gov/decisions/nonprecedential/Greene_Toccara_A_DA-0752-19-0460-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TOCCARA A. GREENE, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-0752-19-0460-I-2 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Toccara A. Greene , Wallisville, Texas, pro se. Erin D. Reid , Galveston, 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 affirmed the agency’s removal action. On petition for review, the appellant argues that the administrative judge improperly denied her request for a subpoena and that he made several factually inaccurate statements in the initial decision.2 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 appellant also alleges that she was unable to obtain certain documents due to the COVID-19 pandemic while the appeal was pending before the administrative judge. Petition for Review (PFR) File, Tab 1 at 3-6. 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). PFR File, Tab 1 at 4. However, the appellant does not attach any of these documents to her petition for review, nor does she explain how the contents of these documents would impact the outcome of this matter. Id. 3 On June 3, 2023, the appellant filed a pleading stating only “[w]ithdrawal of Petition for Review.” PFR File, Tab 6 at 3. Consistent with Board policy, the Office of the Clerk of the Board responded to the appellant, informing her that “to ensure the appellant’s request to withdraw her petition for review is knowing and voluntary, the appellant is ordered to submit a brief pleading within 7 days of the date of this Order confirming that her request to withdraw her petition for review is voluntary and that she understands the withdrawal is with prejudice to refiling with the Board.” PFR File, Tab 7 at 2 (emphasis removed). The appellant did not respond to the Acting Clerk’s order. Thereafter, the Acting Clerk issued a second order again informing the appellant of the steps necessary to withdraw her petition for review. PFR File, Tab 8 at 1. That order also informed the appellant that if she did not file a pleading confirming her intent to withdraw her petition for review, the Clerk’s Office would not act on her request to withdraw the petition for review, and the Board would instead issue a decision. Id. at 1-2. The appellant did not respond to the order. On August 8, 2023, the Acting Clerk informed the appellant that it would take no further action to process the June 3, 2023 pleading seeking to withdraw the petition for review and that the appeal would be returned to the Board for consideration. Accordingly, the Board is issuing this decision addressing the appellant’s petition for review.2 On review, the appellant argues that the administrative judge erred in denying her motion for a subpoena that would have allowed her to obtain a declaration that “directly rebutted the one document evidence provided by the agency.” PFR File, Tab 1 at 3. An administrative judge has wide discretion to control the proceedings of an appeal. Sanders v. Social Security Administration , 114 M.S.P.R. 487, ¶ 10 (2010); 5 C.F.R. § 1201.41. In order to obtain a reversal of an initial decision based upon an abuse of discretion, the petitioning party must show that the resulting error affected the outcome of the case. Sanders, 114 M.S.P.R. 487, ¶ 10; 5 C.F.R. § 1201.115(c). Here, the administrative judge denied the appellant’s motion because it did not comply with 5 C.F.R. § 1201.73(c) or 5 C.F.R. § 1201.81, which set forth the procedural and substantive requirements for requesting subpoenas. Greene v. Department of the Army, MSPB Docket No. DA-0752-19-0460-I, Initial Appeal File (IAF), Tab 36 at 3. The administrative judge invited the parties to present any objections to the order within 3 days. Id. at 4. The appellant did not object to the order, nor did she refile her motion to comply with the relevant regulations. Thus, we discern no basis to disturb the administrative judge’s finding.4 See Brown v. Department of the Army, 96 M.S.P.R. 232, ¶ 6 (2004) (rejecting an argument presented on review when the party failed to preserve an objection by objecting to the administrative judge’s order below). Regarding the appellant’s claims that the administrative judge incorrectly decided important facts in this matter, we disagree. PFR File, Tab 1 at 4-5. After a thorough review of the record, we find that the administrative judge considered the evidence as a whole and made reasoned and logical conclusions that are 4 Additionally the appellant fails to explain how the denial of the subpoena affected the outcome of the matter. PFR File, Tab 1 at 3. Although the appellant claims that the information would have “directly rebutted” the agency’s document, the two parties listed in the subpoena already confirmed that the certificate of care was false, and thus we fail to understand how this additional information sought by the appellant would have resulted in a different outcome. IAF, Tab 14 at 175; Greene v. Department of the Army, MSPB Docket No. DA-0752-19-0460-I-2, Appeal File, Tab 11 at 25-26.3 supported by the evidence. Accordingly, we discern no reason to challenge the administrative judge’s findings.5 Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 106 (1997) (declining 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 and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). 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 5 In response to the appellant’s claim of disability discrimination, the administrative judge determined that the appellant failed to establish that she was entitled to relief because she failed to establish that her disability was a motivating factor in the agency’s decision to remove her. ID at 14-17. While the administrative judge was accurate in stating that appellant must establish that her disability was a motivating factor in her removal in order to receive some relief, in light of the Board’s decision in Pridgen v. Office of Management and Budget , 2022 MSPB 31, we clarify that to be entitled to full relief an appellant must show that disability discrimination was a but-for cause of the personnel action. Pridgen, 2022 MSPB 31, ¶¶ 21-22, 40, 42. As the appellant did not establish that her disability was a motivating factor in her removal, she cannot meet the higher but-for standard required to obtain full relief. Accordingly, we see no need to further address this matter. Similarly, the record supports the administrative judge’s finding that the appellant offered nothing more than mere speculation that her removal was motivated by retaliation for her EEO complaint. ID at 18-19. Thus, there is no showing of motivating factor in this regard, and there is no need to further address this issue. See Pridgen, 2022 MSPB 31, ¶¶ 21-22, 43-44, 47. 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.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. 6 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 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 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. 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
Greene_Toccara_A_DA-0752-19-0460-I-2__Final_Order.pdf
2024-05-06
TOCCARA A. GREENE v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-0752-19-0460-I-2, May 6, 2024
DA-0752-19-0460-I-2
NP
1,546
https://www.mspb.gov/decisions/nonprecedential/Marshall_Earl_H_DA-315H-23-0022-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD EARL H. MARSHALL, III, Appellant, v. DEPARTMENT OF THE TREASURY, Agency.DOCKET NUMBER DA-315H-23-0022-I-1 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Earl H. Marshall, III , Addison, Texas, pro se. Jennifer E. Bugaj and Pamela D. Langston-Cox , Esquire, 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 his probationary termination 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 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). 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 that the absence without leave charge, which led to his termination, was erroneous. Petition for Review (PFR) File, Tab 1 at 2-5. However, the appellant’s arguments pertain to the merits of the appeal and are not relevant to the jurisdictional issue before the Board. For the reasons discussed in the initial decision, we find that the administrative judge properly dismissed this appeal for lack of jurisdiction. Initial Appeal File (IAF), Tab 10 at 2-5; see Rivera v. Department of Homeland Security , 116 M.S.P.R. 429, ¶ 13 (2011) (finding that the appellant’s argument was immaterial to the jurisdictional issue because it pertained only to the merits of his termination). The alleged new evidence the appellant submitted with his petition for review does not constitute “new” evidence for purposes of 5 C.F.R. § 1201.115(d)(1) because it was previously submitted to the administrative judge. PFR File, Tab 1 at 7-11; IAF, Tab 5 at 10-13, 15; see Meier v. Department of the Interior, 3 M.S.P.R. 247, 256 (1980). Further, we find that none of this evidence pertains to the issue of jurisdiction and therefore it is not material to the outcome of the appeal. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980).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
Marshall_Earl_H_DA-315H-23-0022-I-1__Final_Order.pdf
2024-05-06
null
DA-315H-23-0022-I-1
NP
1,547
https://www.mspb.gov/decisions/nonprecedential/Salekin_Choudhury_CB-1216-18-0004-T-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SPECIAL COUNSEL, Petitioner, v. CHOUDHURY SALEKIN, Respondent.DOCKET NUMBER CB-1216-18-0004-T-1 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kelly Resendes , Esquire, Washington, D.C., for the petitioner. Stan Davis , Esquire, Brentwood, Tennessee, for the respondent. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman FINAL ORDER The respondent has filed a petition for review of the initial decision, in which the administrative law judge found that he violated the Hatch Act and ordered that he be fined $1,000.00 and debarred from Federal service for 5 years. 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 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). or the erroneous application of the law to the facts of the case; the administrative law 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 Pursuant to 5 U.S.C. §§ 1212(a)(5), 1215(a)(1)(B), and 1216(c), and 5 C.F.R. § 734.102, the Office of Special Counsel (OSC) filed a complaint against the respondent, who served as a physician with the Department of Veterans Affairs (DVA), alleging 15 counts of violating the Hatch Act concerning his 2014 candidacy for the office of United States Senator from Tennessee. Initial Appeal File (IAF), Tab 1 at 9-14. In the first count, OSC alleged that the respondent was a candidate for election to a partisan political office2 in violation of 5 U.S.C. § 7323(a)(3) and 5 C.F.R. § 734.304. Id. at 9-10. In counts 2-6, OSC alleged that the respondent used his official authority or influence for the purpose of interfering with or affecting the result of an election in violation of 5 U.S.C. § 7323(a)(1) and 5 C.F.R. § 734.302. Id. at 10-11. In counts 7-10, OSC alleged that the respondent knowingly solicited, accepted, or received political contributions in violation of 5 U.S.C. § 7323(a)(2) and 5 C.F.R. § 734.303. Id. 2 Pursuant to 5 U.S.C. § 7322(2), “partisan political office” is defined as “any office for which any candidate is nominated or elected as representing a party any of whose candidates for Presidential elector received votes in the last preceding election at which Presidential electors were selected.”2 at 11-12. Lastly, OSC alleged in counts 11-15 that the respondent engaged in political activity while on duty and/or in a room or building occupied in the discharge of his official duties in violation of 5 U.S.C. § 7324(a) and 5 C.F.R. § 734.306. Id. at 12-14. In his amended answer to the complaint, the respondent denied 8 counts, numbers 1-5 and 11-13. IAF, Tab 7 at 2-5, 7-8. He admitted to the conduct alleged in 4 of the counts, numbers 7-10, but he denied that the conduct alleged in counts 7 and 8 was willful, and contended that the conduct alleged in counts 9 and 10 did not constitute a violation of the Hatch Act. Id. at 5-7. Concerning counts 6 and 14-15, the respondent neither admitted nor denied OSC’s allegations. Id. at 8-9. Regarding counts 5, 6, 11, and 13, the respondent challenged the evidence as hearsay. Id. at 5, 7-8. He claimed that he was unaware that the Hatch Act prohibited his conduct and asserted that once he became aware of the prohibition, he unsuccessfully tried to withdraw his candidacy. Id. at 2, 10-11. After holding a hearing, the administrative law judge sustained 11 of the 15 counts in OSC’s complaint, declining to sustain counts 5-6 and 11-12, and he ordered that the respondent be fined $1,000.00 and debarred from Federal service for 5 years. IAF, Tab 61, Initial Decision (ID). The administrative law judge found that OSC proved the first count, establishing that the respondent was a Federal employee covered by the Hatch Act, and that he was a candidate for election to a partisan political office in violation of 5 U.S.C. § 7323(a)(3). ID at 9. He found that OSC proved 3 out of the 5 counts, numbers 2-4, in which it alleged that the respondent used his official authority and influence for the purpose of interfering with or affecting the result of an election in violation of 5 U.S.C. § 7323(a)(1). ID at 9-20. The administrative law judge also found that OSC proved all 4 of the counts, numbers 7-10, charging that the respondent3 knowingly solicited, accepted, and3 received political contributions in violation of 5 U.S.C. § 7323(a)(2). ID at 20-24. Lastly, he sustained 3 of the 5 counts, numbers 13-15, in which OSC alleged that the respondent engaged in political activity while in a building occupied in the discharge of his official duties in violation of 5 U.S.C. § 7324(a). ID at 24-30. The administrative law judge then performed an extensive penalty analysis, ultimately determining that a $1,000.00 fine and a debarment from Federal service for 5 years was the appropriate penalty for the respondent’s violations of the Hatch Act. ID at 30-41. In his petition for review, the respondent argues that the administrative law judge erred in finding that he knowingly and willfully violated the Hatch Act. Petition for Review (PFR) File, Tab 1 at 1. He also challenges several aspects of the administrative law judge’s penalty analysis. Id. at 2-5. OSC has filed a response to the respondent’s petition for review, and the respondent has filed a reply to OSC’s response. PFR File, Tabs 3-4. OSC subsequently filed a motion to strike the respondent’s reply as untimely filed and because it raised new allegations of error not raised in his petition for review.4 PFR File, Tab 5. 3 The administrative law judge found that OSC proved a violation of 5 U.S.C. § 7323(a) (2), which, according to the administrative law judge, prohibits knowingly soliciting, accepting, and receiving political contributions. ID at 20-24. The statute, however, uses the word “or,” not the word “and.” 5 U.S.C. § 7323(a)(2). The respondent does not challenge this finding on review and, to the extent that the administrative law judge erred in iterating the statutory language, his analysis is otherwise clear that the respondent violated the statute. Thus, the administrative law judge’s error did not prejudice the parties and is not a basis to disturb the initial decision. 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) . 4 OSC moved to strike the respondent’s reply because it was untimely filed and because he did not raise the arguments therein, challenging the administrative law judge’s findings with respect to counts 2-6, which concerned using his official influence, and counts 7-10, which concerned political contributions, in his petition for review. PFR File, Tab 4 at 2-4, Tab 5 at 9. The respondent asserted for the first time in his reply that the administrative law judge failed to consider as mitigating factors his altruistic motives in running for the Senate and his willingness to take a reduction in salary if elected to the Senate. PFR File, Tab 4 at 3-4, Tab 5 at 9. OSC is correct that the4 DISCUSSION OF ARGUMENTS ON REVIEW The administrative law judge correctly found that OSC proved that the respondent violated the Hatch Act . As discussed above, in its first count, OSC alleged that the respondent violated 5 U.S.C. § 7323(a)(3) through his candidacy for partisan political office. IAF, Tab 1 at 9-10. That statute makes it unlawful for an employee, such as the appellant, to “run for the nomination or as a candidate for election to a partisan political office.”5 5 U.S.C. § 7323(a)(3). Based on the record before us, we agree with the administrative law judge that OSC established the first count because the record shows that the respondent was a Federal employee covered by the Hatch Act, and was a candidate for partisan political office in the 2014 election for United States Senator from Tennessee. ID at 9. The respondent does not contest these findings on review and instead contends that, because he was unaware that the Hatch Act prohibited his candidacy, he did not knowingly or willfully violate the Hatch Act when he ran for the Senate. PFR File, Tab 1 at 1. However, the respondent did not make these claims in his petition for review. Compare, PFR File, Tab 1 at 1-4, with PFR File, Tab 4 at 2-4. For example, the respondent argues for the first time in his reply that he paid for the business cards at issue himself, and challenges the finding that he coerced a patient into participating in a campaign video and the finding that DVA sent him an email regarding the Hatch Act. PFR File, Tab 4 at 2-4. To the extent that the respondent raises issues in his reply that OSC did not raise in its response to his petition for review, a reply is limited to the issues raised by another party in the response to the petition for review, 5 C.F.R. § 1201.114(a)(4). It may not raise new allegations of error. Id. Accordingly, we will not consider the appellant’s new arguments, first raised in his reply. See Boston v. Department of the Army , 122 M.S.P.R. 577, ¶ 5 n .3 (2015) (declining to consider new arguments that were first raised in a reply brief); Special Counsel v. Kehoe , 46 M.S.P.R. 112, 117-18 (1990) (observing the well-established Federal appellate rule that a party cannot raise new issues in a reply). Moreover, the respondent’s arguments largely repeat the unsuccessful arguments he made below, and they do not show that the administrative law judge erred in finding that OSC proved 11 out of the 15 Hatch Act violations set forth in its complaint. PFR File, Tab 4 at 2-4; ID at 9-30. Thus, we need not consider the timeliness of the respondent’s reply. 5 The regulatory language cited by OSC in its complaint, 5 C.F.R. § 734.304, tracks the statutory language, with an exception not relevant here, stating that “[a]n employee may not run for the nomination or as a candidate for election to partisan political office.” 5 respondent’s professed ignorance of the prohibition of his candidacy does not excuse his misconduct because the plain language of the statute does not require OSC to prove that a violation was either knowing or willful. 5 U.S.C. § 7323(a) (3); Lewis v. Merit Systems Protection Board , 594 F. App’x 974, 979 (Fed. Cir. 2014) (observing that the prohibition in 5 U.S.C. § 7323(a)(2) does not require knowledge or intent).6 In counts 2-4, OSC alleged that the respondent violated 5 U.S.C. § 7323(a) (1). IAF, Tab 1 at 10-11. That statute prohibits an employee, such as the respondent, from using “his official authority or influence for the purpose of interfering with or affecting the result of an election.”7 5 U.S.C. § 7323(a)(1). In sustaining counts 2-4, the administrative law judge found, respectively, that the respondent used his official title and the DVA seal on his campaign business cards, discussed his DVA employment on his campaign website, and influenced a patient to participate in his campaign video. ID at 9-14. The respondent does not challenge this finding on review, and we discern no reason to disturb it. The administrative law judge determined that OSC did not prove counts 5-6, which also alleged that the respondent violated 5 U.S.C. § 7323(a)(1) by, respectively, providing information on how to view his campaign video to a patient during a medical consultation, and informing a patient about a campaign event, finding after lengthy analysis that OSC based these counts on unreliable hearsay. ID at 14-20. 6 See Morris v. Department of the Navy , 123 M.S.P.R. 662, ¶ 13 n.9 (2016) (explaining that the Board may follow a nonprecedential decision of the U.S. Court of Appeals for the Federal Circuit when it finds its reasoning persuasive). 7 The regulatory provision cited by OSC in support of counts 2-4, 5 C.F.R. § 734.302, tracks the statutory language, stating that “[a]n employee may not use his or her official authority or influence for the purpose of interfering with or affecting the result of an election.” 5 C.F.R. § 734.302(a). The regulation give examples of prohibited conduct, such as an employee using his official title while participating in political activity, using his authority to coerce political activity, and soliciting, accepting, or receiving volunteer services from a subordinate for political purpose. 5 C.F.R. § 734.302(b). 6 In counts 7-10, OSC alleged that the respondent violated 5 U.S.C. § 7323(a)(2). IAF, Tab 1 at 11-12. That statute prohibits an employee, such as the respondent, from knowingly soliciting, accepting, or receiving political contributions.8 5 U.S.C. § 7323(a)(2). This provision of the statute has an explicit knowledge requirement, but, as the administrative law judge correctly observed, OSC must only establish that the respondent knowingly accepted a political contribution, and his awareness of the Hatch Act is therefore not an element of the charge. ID at 20-21; 5 U.S.C. § 7323(a)(2); Lewis, 594 F. App’x at 979-80 (observing that the statute does not require knowledge that soliciting the donation violated the law). The administrative law judge found that OSC established counts 7-10, finding that the respondent knowingly solicited, accepted, and received political contributions. ID at 20-24. The respondent does not challenge this finding on review, and we discern no reason to disturb it. Lastly, in counts 11-15, OSC alleged that the respondent violated 5 U.S.C. § 7324(a). IAF, Tab 1 at 12-14. That statute prohibits an employee, such as the respondent, from engaging in political activity, in pertinent part, while on duty or in a room or building occupied in the discharge of official duties.9 5 U.S.C. § 7324(a)(1), (2). The administrative law judge sustained counts 13-15, finding that the respondent, respectively, told a DVA employee about his candidacy and website while in the workplace, asked a nurse to be in his campaign video, and asked another employee to view his campaign video. ID at 27-30. The respondent does not challenge these findings in his petition for review, and we discern no reason to disturb them. The administrative law judge found that OSC 8 The regulatory provision cited by OSC in support of counts 7-10, 5 C.F.R. § 734.303, tracks the statutory language, providing, among other things, that an employee may not knowingly solicit, accept, or receive political contributions. 9 The regulatory provision cited by OSC in support of counts 11-15, 5 C.F.R. § 734.306, tracks the statutory language, providing, among other things, that an employee may not participate in political activities while on duty or while in a room or building occupied in the discharge of official duties. 7 did not prove counts 11 and 12, once again finding that its case in support of those counts rested on unreliable hearsay. ID at 25-26. The appropriate penalty for the respondent’s Hatch Act violations is a $1,000 fine and debarment from Federal service for 5 years. In considering the penalty for the sustained violations of the Hatch Act, the administrative law judge correctly found that the nonexhaustive list of factors for considering the penalty in a chapter 75 action set forth by the Board in Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), were applicable. ID at 30; Special Counsel v. Lewis , 121 M.S.P.R. 109, ¶ 23 (finding that under the Hatch Act Modernization Act of 2012, the Board should apply the Douglas factors in determining the proper penalty for violations of the Hatch Act), aff’d, 594 F. App’x 974 (Fed. Cir. 2014). The respondent disagrees with the administrative law judge’s application of Lewis, 121 M.S.P.R. 109, and Special Counsel v. Murry , MSPB Docket No. CB-1216-15-0002-T-1 (Final Order, Nov. 3, 2015),10 to his appeal, arguing that the “time, place, and circumstances” of those cases are distinguishable from his situation, but he does not explain why the Douglas factors are not applicable to his case. PFR, Tab 1 at 3; ID at 34-35. Lewis, like the instant matter, was adjudicated under the Hatch Act Modernization Act of 2012, and is therefore directly applicable here. Lewis, 121 M.S.P.R. 109, ¶ 18; ID at 34-35. It involved a covered employee who, like the respondent, was a candidate for partisan political office, and explains that, for a covered employee, being a candidate for a partisan political office warrants removal. Lewis, 121 M.S.P.R. 109, ¶¶ 15, 27-31. The fact that Mr. Lewis did so twice, and 10 Murry is a nonprecedential decision, and such decisions have no precedential value. 5 C.F.R. § 1201.117(c)(2). Thus, the administrative law judge erred in citing it. Id.; ID at 35. Nevertheless, because he properly cited other pertinent authority in support of his point that Hatch Act violations are serious offenses, ID at 35, this did not prejudice the respondent’s substantive rights, see Panter, 22 M.S.P.R. at 282 (an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). 8 was removed from his position as a sanction for doing so, does not significantly distinguish it from the instant matter, in which the respondent only ran for partisan political office once, and, as noted, unsuccessfully tried to withdraw his candidacy after being told that it violated the Hatch Act, especially considering the lack of ordinary care that the administrative law judge found regarding the respondent’s knowledge of the Hatch Act. ID at 37. Moreover, the respondent is no longer employed by DVA, ID at 40, so the penalty of removal imposed in Lewis is not available in the instant matter. The respondent challenges the administrative law judge’s analysis of several of the Douglas factors, first and foremost his lack of knowledge that his candidacy was prohibited under the Hatch Act. PFR File, Tab 1 at 1-4. He argues that the administrative law judge improperly concluded that he should have known about the law prohibiting his candidacy for the United States Senate on the basis of the administrative law judge’s subjective opinion of his educational qualifications and intellectual level. Id. at 1. The respondent also contends that OSC failed to show that he received a 2012 DVA email concerning the Hatch Act and that DVA training concerning the Hatch Act did not regularly happen until after he had filed as a candidate for election to the Senate. Id. at 1-2. The administrative law judge correctly found that knowledge is pertinent to the penalty analysis because it addresses the Douglas factor regarding the clarity with which the respondent was on notice of the rules he violated in committing the misconduct in question, or had been warned about it. ID at 36-39. The administrative law judge found that DVA employees have received Hatch Act information during new employee orientation since 1993, which is before the respondent began his employment with DVA in 1994, as well as during each Federal election cycle, and that DVA maintained a Hatch Act frequently-asked-questions page on the medical center’s website since 2010. ID9 at 5. He also found that DVA sent emails to all its employees regarding the Hatch Act in 2012 and 2014 and that the respondent received them. Id.; IAF, Tab 30 at 131-32, 210 -13, Tab 34 at 7-9. Notably, the respondent testified that he did not open the 2012 email, because he “was not required to open it,” and he asserted that “if I thought it was important to read, I would read [it],” Hearing Transcript, Sept. 20, 2018, at 102, 111 (testimony of the respondent). The administrative law judge determined that the respondent’s professed lack of knowledge was therefore attributable to a lack of ordinary care. ID at 37; see Special Counsel v. Blackburne , 58 M.S.P.R. 279, 284 (1993) (observing the Board has held that, when information about the Hatch Act is readily available, ignorance of its full scope is attributable to a lack of ordinary care). Because these findings illustrate that information about the Hatch Act was readily available to the respondent, the Board has found that knowledge of the Hatch Act is properly imputed to him. Blackburne¸ 58 M.S.P.R. at 284. Moreover, the record shows that the respondent replied to the October 1, 2014 email from his supervisor with an assertion that he was aware of the Hatch Act. ID at 38-39; IAF, Tab 30 at 274. Thus, we agree with the administrative law judge that, because information about the Hatch Act was readily available to the respondent, knowledge of the act is imputed to him, and that his knowledge of the Hatch Act supports a more severe penalty. ID at 39. The respondent also argues that the administrative law judge wrongfully found that his candidacy impacted the performance of his duties and improperly used that finding as an aggravating factor in his penalty analysis. PFR File, Tab 1 at 2. In analyzing this Douglas factor, which concerns the effect of the offense on the respondent’s performance and on his supervisor’s confidence in his ability to perform his assigned duties, Douglas, 5 M.S.P.R. at 305, the administrative law judge noted that the respondent had engaged in political activity inside his workplace, ID at 34. The administrative law judge found that OSC proved that10 the respondent had done so with other DVA employees three times. ID at 27-30. Observing that the respondent’s supervisor had spoken to the respondent about his performance not being at an acceptable level during the time he was a candidate, the administrative law judge found that the respondent’s duties were likely impacted by his candidacy, which, in turn, led to a loss of confidence by his supervisor, and militates toward a slightly more severe penalty. ID at 34. On review, the respondent argues that that there was no objective evidence of an impact, in that he was not absent from work and did not make clinical errors or see fewer patients as a consequence of his candidacy. PFR File, Tab 1 at 2. He also argues that his supervisor was not from the same field of medicine as he was, and was instead an administrative supervisor, limiting his ability to comment on the respondent’s clinical productivity. Id. We are not persuaded. Even if there was no objective evidence, the fact remains that the respondent’s supervisor received complaints that the respondent had engaged in political activity in the workplace, which OSC proved in counts 13-15. ID at 5, 27-30. Those complaints, combined with the supervisor’s belief that the respondent’s performance had slipped, could easily cause the supervisor to lose confidence in the respondent’s ability to perform his assigned duties, especially if those assigned duties were to conflict with the respondent’s political aims. Thus, we agree with the administrative law judge that this factor militates slightly toward a more severe sanction. ID at 34. The respondent also contends that the administrative law judge failed to consider the fact that he unsuccessfully tried to discontinue his candidacy on the same day that DVA’s regional counsel notified him that it violated the Hatch Act. PFR File, Tab 1 at 3-4. Contrary to the respondent’s contention, the administrative law judge noted several times that, sometime after October 1, 2014, the respondent had stopped all campaign activity, and contacted the Federal Election Commission to withdraw his candidacy. ID at 5, 36-38. The11 administrative law judge considered this fact in the context of the clarity with which the respondent was on notice of the rules he violated, or had been warned about the conduct at issue. ID at 36-39; Douglas, 5 M.S.P.R. at 305. Lastly, the respondent argues that, because the administrative law judge imposed the same penalty that OSC requested, the penalty failed to reflect the mitigating factors discussed in the initial decision. PFR File, Tab 1 at 4. The administrative law judge found that the respondent’s work record supported mitigation, as did his cessation of campaign activities and attempt to withdraw his candidacy. ID at 33, 40. However, the administrative law judge also found that because the respondent’s cessation and attempted withdrawal of his candidacy happened after his supervisor contacted him about the violations, it was not a substantial mitigating factor. ID at 40. Ultimately, the administrative law judge’s detailed Douglas analysis, in which he discussed each of the 12 Douglas factors, finds more aggravating factors present than mitigating ones. ID at 31-40. We agree with the administrative law judge that factors such as the nature of the respondent’s professional responsibilities, prominence as a supervisor, contacts with the public, and the effect on his supervisor’s confidence outweigh the mitigating factors of his good work record and somewhat voluntary cessation of his candidacy. Id. Accordingly, applying the administrative law judge’s factual findings to our independent consideration of the appropriate penalty for the respondent’s Hatch Act violations under Douglas, we ORDER that the respondent be fined $1,000 and debarred from Federal service for 5 years. ORDER The Board ORDERS that the respondent be fined $1,000 and debarred from Federal service for 5 years. The Board also ORDERS OSC to notify the Board within 30 days of the date of this Final Order whether the fine has been paid and12 the respondent debarred. This is the final decision of the Merit Systems Protection Board in this appeal. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS11 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). 11 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 raised15 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.12 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 12 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 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.17
Salekin_Choudhury_CB-1216-18-0004-T-1__Final_Order.pdf
2024-05-06
null
CB-1216-18-0004-T-1
NP
1,548
https://www.mspb.gov/decisions/nonprecedential/James_Vernice_L_AT-3443-17-0753-I-1_AT-3443-18-0058-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD VERNICE LOCKHART JAMES, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBERS AT-3443-17-0753-I-1 AT-3443-18-0058-I-1 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Vernice Lockhart James , Columbia, South Carolina, pro se. Avni D. Gandhi and Megan Cleary Deponte , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed petitions for review of the initial decisions in these appeals, which dismissed each 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 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 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 these appeals, we JOIN them for adjudication on review under 5 C.F.R. § 1201.36.2 We conclude that the petitioner has not established any basis under section 1201.115 for granting the petitions for review. Therefore, we DENY the petitions for review. Except as expressly MODIFIED to VACATE the administrative judge’s finding in MSPB Docket No. AT-3443-17-0753-I-1 that the appellant’s whistleblower claim is barred by the doctrine of collateral estoppel and to dismiss the appellant’s whistleblowing claims as untimely filed, we AFFIRM the initial decisions. BACKGROUND On July 25, 2014, the appellant filed an individual right of action (IRA) appeal contesting several matters, including nonselection for a position. James v. Social Security Administration , MSPB Docket No. AT-3443-14-0870-I-1, Final Order, ¶ 2 (Feb. 11, 2015). On February 11, 2015, the Board issued a final decision dismissing the appeal for lack of jurisdiction. Id., ¶ 1. On July 1, 2015, the appellant filed a tort claim with the agency’s Office of General Counsel and subsequently pursued that claim in U.S. district court under the Federal Tort Claims Act (FTCA). James v. Social Security Administration , MSPB Docket No. AT-3443-17-0753-I-1, Initial Appeal File (0753 IAF), Tab 9 2 Joinder of two or more appeals filed by the same appellant is appropriate when doing so would expedite processing of the cases and not adversely affect the interests of the parties. Tarr v. Department of Veterans Affairs , 115 M.S.P.R. 216, ¶ 9 (2010); 5 C.F.R. § 1201.36(a)(2), (b). We find that these appeals meet the regulatory criteria, and therefore, we join them. See Tarr, 115 M.S.P.R. 216, ¶ 9. 3 at 5, Tab 1 at 4. She asserted that the district court denied her claim, finding that, because her tort claim arose from her Federal employment, she must seek redress under the Civil Service Reform Act of 1978, Pub. L. No. 95 -454, 92 Stat. 1111. 0753 IAF, Tab 1 at 5-6. On August 29, 2017, she filed the first of the two appeals joined herein. 0753 IAF, Tab 1. In addition to raising her FTCA claim, the appellant challenged her nonselection for a “lead” position in the agency’s Training Cadre Program, and contended that the agency also denied her the opportunity to participate in its equal employment opportunity (EEO) counselors’ program and its Growth and Enrichment in the Atlanta Region (GEAR)3 program. Id. at 4-5. As with her FTCA claim, the appellant contended that the Chief Administrative Judge in her office slandered and libeled her and she asserted that his actions resulted in her not being selected for those programs. 0753 IAF, Tab 9 at 4. The appellant indicated that she filed a complaint with the Office of Special Counsel (OSC) concerning her allegations. Id. The administrative judge dismissed the appeal for lack of jurisdiction. 0753 IAF, Tab 15, Initial Decision (0753 ID). Because he found that the appellant’s whistleblower claims were identical to the claims she previously pursued in MSPB Docket No. AT-3443-14-0870-I-1, the administrative judge found that she was collaterally estopped from establishing Board jurisdiction over them. 0753 ID at 3-4. The administrative judge considered whether the agency had taken a suitability action against the appellant, but found that neither the agency nor OPM had done so. 0753 ID at 5. The administrative judge also found 3 Although the administrative judge in one of these appeals wrote in his initial decision that the GEAR acronym represents Goals-Engagement-Accountability-Results, the vacancy announcement for the program position instead indicates that the acronym stands for Growth and Enrichment in the Atlanta Region. James v. Social Security Administration, MSPB Docket No. AT-3443-18-0058-I-1, Tab 10, Initial Decision at 1, Tab 9 at 2. We find that the administrative judge’s error harmless. 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) . 4 that the appellant failed to raise an appealable employment practices claim because she failed to identify any action by OPM that violated a basic requirement set forth in 5 C.F.R. § 300.103 concerning any of the nonselections she alleged. 0753 ID at 5. The administrative judge further found that the Board lacks jurisdiction over the appellant’s FTCA claim. 0753 ID at 6. While the 0753 appeal was still pending before the administrative judge, the appellant filed the second appeal we have joined in this Final Order. James v. Social Security Administration , MSPB Docket No. AT-3443-18-0058-I-1, Initial Appeal File (0058 IAF), Tab 1. She argued therein that the score she received during the selection process for the GEAR program violated 5 U.S.C. § 2302(b)(8). 0058 IAF, Tab 8 at 4. The administrative judge issued an initial decision that dismissed the appeal for lack of jurisdiction, finding that the appellant’s purported protected disclosure concerning the score she received, or the agency’s implementation of the GEAR program, could not have been in retaliation for her disclosure because she received her score before she made the disclosure. 0058 IAF, Tab 10, Initial Decision (0058 ID) at 2. The appellant has filed petitions for review in both appeals. James v. Social Security Administration , MSPB Docket No. AT-3443-17-0753-I-1, Petition for Review (0753 PFR) File, Tab 2; James v. Social Security Administration , MSPB Docket No. AT-3443-18-0058-I-1, Petition for Review (0058 PFR) File, Tab 1. Both petitions involve her application for GEAR and other developmental programs and there is considerable overlap in the allegations therein. Concerning the first of her petitions, the appellant asserted that she exhausted her administrative remedies before OSC. 0753 PFR File, Tab 2 at 4. She reiterated her employment practices claim, her argument that the agency took a suitability action against her, and her FTCA claim. Id. at 4-8. She made a second filing in which she included several documents in support of her petition for review, including preliminary determination and close-out letters from OSC informing her that she may have a right to seek corrective action from the Board. 0753 PFR 5 File, Tab 4 at 12-16. The appellant also includes documentation from December 2010, regarding her assertions of slander and libel and a December 18, 2015 letter from the agency’s Office of General Law concerning her FTCA claim. Id. at 17-19. In the petition for review that she filed in her second appeal, the appellant contends that the Board has general jurisdiction over her appeal. 0058 PFR File, Tab 1. She reasserts her employment practices claim and challenges the administrative judge’s finding that she received her score in the GEAR program selection process before her purported protected disclosure. Id. at 5-6. She argues that OPM never reported the scores, even though it previously had done so, and yet claims that she had a perfect score but was not selected. Id. at 6. DISCUSSION OF ARGUMENTS ON REVIEW 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). A nonselection for promotion is not an independently appealable action. See 5 U.S.C. § 7512 (describing the actions covered); Ellison v. Merit Systems Protection Board , 7 F.3d 1031, 1034 (Fed. Cir. 1993). Despite this general lack of Board jurisdiction, an appellant may appeal a nonselection by other statutory means, such as pursuant to the Veterans Employment Opportunities Act of 1998 (VEOA) or the Uniformed Services Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335) (USERRA), or through an IRA appeal. E.g., Becker v. Department of Veterans Affairs , 107 M.S.P.R. 327, ¶ 5 (2007). As discussed below, the record does not reflect that the agency took an independently appealable action against the appellant in either of these appeals, and there is nothing in the record to indicate that the appellant sought to pursue a claim under VEOA or USERRA in either appeal. Concerning the appellant’s employment practices claim, the Board has jurisdiction over an employment practices appeal when two conditions are met: (1) the appeal must concern an 6 employment practice that OPM is involved in administering; and (2) the appellant must make a nonfrivolous allegation that the employment practice violated one of the “basic requirements” for employment practices set forth in 5 C.F.R. § 300.103. Meeker v. Merit Systems Protection Board , 319 F.3d 1368, 1373 (Fed. Cir. 2003); Sauser v. Department of Veterans Affairs , 113 M.S.P.R. 403, ¶ 6 (2010). Under 5 C.F.R. § 300.103, employment practices “shall be based on a job analysis to identify: (1) The basic duties and responsibilities; (2) The knowledges, skills, and abilities required to perform the duties and responsibilities; and (3) The factors that are important in evaluating candidates.” 5 C.F.R. § 300.103(a). There also must be a “rational relationship between performance in the position to be filled . . . and the employment practice used.” 5 C.F.R. § 300.103(b)(1). The appellant contended in her 0058 appeal that the GEAR program was announced through OPM, but that she did not receive a score from OPM, asserting instead that an agency team completed their own assessments to determine the selections. 0058 IAF, Tab 8 at 4.4 On review, the appellant states that, for 2 years “we received a score from OPM first” before the agency panel determined the selections. 0058 PFR File, Tab 1 at 6. She alleges that she should have been selected for the position based on her score. Id. Although our reviewing court in Meeker found that a scoring formula constituted an “employment practice,” 319 F.3d at 1373, the appellant has failed to make a nonfrivolous allegation that the scoring formula violated a basic requirement set forth in 5 C.F.R. § 300.103. Thus, we agree with the administrative judge’s finding that the appellant failed to establish jurisdiction over her employment practices claim. See Banks v. Department of Agriculture , 59 M.S.P.R. 157, 160 (1993) (finding that the appellant failed to establish that the agency subjected him to an appealable employment practice when he merely challenged his 4 The appellant also cited the Board’s employment practices jurisdiction in her 0753 appeal. 0753 IAF, Tab 14 at 4; 0753 PFR File, Tab 2 at 4. 7 nonselection for the position and the agency’s alleged irregularities in the selection process), aff’d per curiam , 26 F.3d 140 (Fed. Cir. 1994) (Table). We also agree with the administrative judge that the agency did not take a suitability action against the appellant. 0753 ID at 5; see 5 C.F.R. § 731.203(a) (defining a “suitability action” as a cancellation of eligibility, a removal, a cancellation of reinstatement eligibility, and a debarment). Under 5 C.F.R. § 731.203(b), a nonselection for a specific position is not a suitability action, even if it is based on the criteria for making such a determination. Similarly, the appellant fails to identify any basis for her contentions that the FTCA, the Fair Labor Standards Act, or the Board’s general jurisdiction over employment matters that are unfair, 0058 PFR File at 6-8, provide a basis for Board jurisdiction over her appeals. Additionally, to the extent that the appellant is alleging discrimination, such prohibited personnel practices under 5 U.S.C. § 2302(b) are not an independent source of Board jurisdiction. 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). The appellant’s allegations of whistleblower retaliation are untimely. Under the Whistleblower Protection Enhancement Act of 2012 (WPEA),5 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 The incidents at issue in this appeal occurred after the December 27, 2012 effective date of the WPEA. Pub. L. No. 112-199, § 202, 126 Stat. 1465, 1476. 8 5 U.S.C. § 2302(a)(2)(A).6 Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). In the first of these appeals, the administrative judge found that the appellant’s whistleblower claims were the same ones she had made in an earlier appeal, MSPB Docket No. AT-3443-14-0870-I-1. 0753 ID at 4. Finding all the elements of collateral estoppel present, he determined that the appellant’s whistleblower claims were precluded by the Board’s final decision in her prior appeal. Id.; see Kroeger v. U.S. Postal Service , 865 F.2d 235, 239 (Fed. Cir. 1988) (explaining that collateral estoppel, or issue preclusion, is appropriate when: (1) an issue is identical to that involved in the prior action, (2) the issue was actually litigated in the prior action, (3) the determination on the issue in the prior action was necessary to the resulting judgment, and (4) the party precluded was fully represented in the prior action). Id. However, because a jurisdictional dismissal of an appellant’s prior whistleblower claims for failure to exhaust their administrative remedies before OSC does not bar a second IRA appeal of the same claims, we find that the administrative judge improperly applied the doctrine of collateral estoppel. Bump v. Department of the Interior , 64 M.S.P.R. 326, 330-33 (1994). We therefore vacate the portion of the 0753 ID finding the appeal barred by collateral estoppel. 0753 ID at 4. Although the administrative judge found that the appellant’s purported protected disclosure in the second of the appeals before us here occurred after she received her score for the GEAR program, 0058 ID at 2-3, our review of the 6 Although the record shows that the administrative judge in the 0058 appeal failed to give the appellant notice of all of the elements she must meet to establish jurisdiction over an IRA appeal, 0058 IAF, Tab 2 at 2, the agency did so in its motion to dismiss the appeal for lack of jurisdiction, 0058 IAF, Tab 7 at 6-7; see Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985) (finding that an appellant must receive explicit information on what is required to establish an appealable jurisdictional issue). Nevertheless, because the agency’s motion to dismiss provided the required notice, the administrative judge’s Burgess error was harmless. See Harris v. U.S. Postal Service, 112 M.S.P.R. 186, ¶ 9 (2009) (finding that the necessary jurisdictional notice may be provided by the agency pleadings or the initial decision). 9 record reveals that the appellant did not identify when she made her purported disclosure. Accordingly, the record does not support the administrative judge’s finding that the appellant’s disclosure happened after the purported nonselection. 0058 ID at 2-3. Nevertheless, the 2014 documentation from OSC that the appellant filed in support of the 0753 petition for review indicates that it involves the appellant’s whistleblowing claims in both of these appeals, i.e., the agency’s selection process for GEAR. 0753 PFR File, Tab 4 at 12-16; 0753 IAF, Tab 12 at 4; 0058 IAF, Tab 8 at 4. An appellant must file an IRA appeal with the Board no later than 65 days after the date of issuance of OSC’s written notification that it was terminating its investigation of her allegations or, if she shows that OSC’s notification was received more than 5 days after the date of issuance, within 60 days after the date of receipt. 5 U.S.C. § 1214(a)(3)(A); Kalus v. Department of Homeland Security , 123 M.S.P.R. 226, ¶ 7 (2016); 5 C.F.R. § 1209.5(a)(1). As discussed below, because OSC’s letter was dated September 30, 2014, and she filed the first of these appeals on August 29, 2017, the appellant’s whistleblower reprisal claims were untimely filed by nearly 3 years. 0753 PFR File, Tab 4 at 12-16; 0753 IAF, Tab 1. The Office of the Clerk of the Board issued a detailed order advising the appellant of the law applicable to the timeliness of an IRA appeal, including the circumstances under which the Board will employ equitable tolling to extend the filing deadline. 0753 PFR File, Tab 6. The Clerk’s Office directed the appellant to file evidence and argument showing that she filed her appeal on time or that the delay was caused by circumstances that meet the test for equitable tolling. Id. The Board’s regulations provide that the 65-day deadline for filing an IRA appeal is subject to the doctrine of equitable tolling, which permits the Board to extend the deadline when the appellant, despite having diligently pursued her rights, was unable to make a timely filing. 5 C.F.R. § 1209.5(b). 10 The appellant filed a response and an amended response, neither of which addressed the timeliness of her whistleblower reprisal claims. 0753 PFR File, Tabs 7-8. As noted above, OSC’s close-out letter is dated September 30, 2014, and it advised the appellant of her appeal rights. 0753 PFR File, Tab 4 at 11. Specifically, OSC’s letter advised the appellant of her right to file an IRA appeal within 65 days after the date of the letter. Id. Sixty-five days from September 30, 2014, was December 4, 2014. The appellant filed the first of these appeals on August 29, 2017, and the second on October 22, 2017, well more than 65 days following OSC’s September 30, 2014 close out letter. 0753 PFR File, Tab 4 at 12-13; 0753 IAF, Tab 1; 0058 IAF, Tab 1. She identified no basis under which the Board may apply the doctrine of equitable tolling to her whistleblower reprisal claims. 5 C.F.R. § 1209.5(b). Thus, based on the current record, we modify the initial decision to find that the appellant’s whistleblower reprisal claims in both appeals were untimely filed. 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 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 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. 13 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.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). 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 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.
James_Vernice_L_AT-3443-17-0753-I-1_AT-3443-18-0058-I-1_Final_Order.pdf
2024-05-06
VERNICE LOCKHART JAMES v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. AT-3443-17-0753-I-1, May 6, 2024
AT-3443-17-0753-I-1
NP
1,549
https://www.mspb.gov/decisions/nonprecedential/Brown_JoshuaCB-7121-23-0004-V-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSHUA BROWN, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER CB-7121-23-0004-V-1 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Charlette Paulk , Ball, Louisiana, for the appellant. Kendria Brown , Esquire, Grand Prairie, Texas, for the appellant. Joshua Peter Dehnke and Lyndsey Frushour , Esquire, Baltimore, 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 an arbitrator’s decision that denied his grievance of his removal. For the reasons set forth below, 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). appellant’s request for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.155(b). BACKGROUND The appellant was formerly employed as a Senior Case Technician with the agency. Request for Review (RFR) File, Tab 5 at 2. On January 18, 2023, he filed an appeal challenging an arbitration decision, which was issued on December 6, 2022.2 RFR File, Tab 1 at 1, 51. The appeal was forwarded to the Office of the Clerk of the Board for docketing as a request for review of an arbitrator’s decision. RFR File, Tab 2 at 1. The Office of the Clerk of the Board issued an acknowledgment order that advised the appellant that he appeared to have filed his request 8 days late. Id. at 3. It further notified the appellant of the timeliness requirements that he must meet to obtain review of the arbitration decision and ordered the appellant to file evidence and argument to prove that the request for review was timely and/or there existed good cause for any delay in filing his request for review. Id. at 3-4. The appellant responded alleging that the attorney who represented him during arbitration did not notify him of the adverse arbitration decision until December 14, 2022. RFR File, Tab 7 at 2-3. The agency has submitted a response to the appellant’s request for review. RFR File, Tab 8. DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s request for review is untimely filed without good cause shown for the delay. A request for review of an arbitrator’s decision is timely if filed 35 days from the issuance of the arbitration decision or, if the appellant shows that he received the decision more than 5 days after it was issued, within 30 days after the date he received the decision. Kirkland v. Department of Homeland Security , 119 M.S.P.R. 74, ¶ 4 (2013); 5 C.F.R. § 1201.155(b). As previously noted, the 2 The appellant’s union raised a claim of disability discrimination before the arbitrator. RFR File, Tab 1 at 5. 2 arbitrator’s decision was issued on December 6, 2022. RFR File, Tab 1 at 51. According to the appellant, the decision was sent directly to the attorney who represented him during the arbitration, but he does not otherwise allege that his attorney received the decision more than 5 days after it was issued on December 6, 2022. RFR File, Tab 7 at 3. To the contrary, the agency submitted a copy of the December 6, 2022 email that the arbitrator sent to the agency and the appellant’s attorney, which contained a copy of the arbitration decision. RFR File, Tab 8 at 83. Receipt of a decision by an appellant’s designated representative constitutes constructive receipt by the appellant. Fain v. Department of Education , 98 M.S.P.R. 162, ¶ 5 (2005). Thus, under the 35-day standard, the appellant should have filed his request by January 10, 2023. The appellant alleges that his attorney did not send him a copy of the arbitration decision until December 14, 2022, and therefore the deadline should not begin to toll until that date. RFR File, Tab 7 at 2-3. We find this argument unpersuasive. The appellant’s delay in receiving the decision from his attorney, whether justified or not, does not extend the deadline for filing. See, e.g., Earls v. Department of the Treasury, 95 M.S.P.R. 391, ¶ 4, aff’d sub nom. Earls v. Merit Systems Protection Board, 113 F. App’x 924 (Fed. Cir. 2004). In any event, even if we assume that the filing deadline did not begin to toll until the appellant personally received the arbitration decision on December 14, 2022, his request for review was still untimely filed under the 30 -day standard, as it should have been filed by January 13, 2023. Because the appellant did not file his request for review until January 18, 2023, via facsimile, we find that it was untimely. See Dooley v. Department of the Air Force , 57 M.S.P.R. 684, 686 (1993) (holding that the date of filing by facsimile is the date imprinted on the facsimile), aff’d sub nom. Dooley v. Merit Systems Protection Board , 22 F.3d 1105 (Fed. Cir. 1994) (Table). The appellant has the burden of proving by preponderant evidence that the request was timely filed with the Board. 5 C.F.R. § 1201.56(b)(2)(i)(B). The3 Board will dismiss an untimely request unless the appellant establishes good cause for the delayed filing. Kirkland, 119 M.S.P.R. 74, ¶ 5. To establish good cause, the appellant must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Id.; see 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 the excuse and the showing of due diligence, whether the appellant is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to timely file the request for review. Kirkland, 119 M.S.P.R. 74, ¶ 5; see Moorman v. Department of the Army , 68 M.S.P.R. 60, 62-63 (1995), aff’d sub nom. Moorman v. Merit Systems Protection Board , 79 F.3d 1167 (Fed. Cir. 1996) (Table). We also find that the appellant’s claim that his attorney did not send him a copy of the arbitrator’s decision until December 14, 2022, does not constitute good cause for his delayed filing. To the extent the appellant is claiming that his attorney’s delay was improper, it is well settled that an appellant is responsible for any errors of his chosen representative. See, e.g., Miller v. Department of Homeland Security , 110 M.S.P.R. 258, ¶ 11 (2008); Sofio v. Internal Revenue Service, 7 M.S.P.R. 667, 670 (1981); cf. McCurn v. Department of Defense , 119 M.S.P.R. 226, ¶ 13 (2013) (acknowledging the well-settled principle that an appellant is responsible for the errors of his representative and clarifying that the critical issue in that case was not the appellant’s attorney’s failure to inform the appellant of his Board appeal rights but the agency’s failure to give the appellant proper notice of his right to request review of the arbitration decision before the Board). The appellant has not provided any evidence or argument suggesting that his untimeliness was the product of deception, negligence, or malfeasance by his representative. See Hamilton v. Department of Homeland Security , 117 M.S.P.R. 384, ¶ 13 (2012) (finding that the appellant’s claim of receiving misguided advice from his attorney was unpersuasive because he is responsible for the errors of his4 chosen representative); cf. Pacilli v. Department of Veterans Affairs , 113 M.S.P.R. 526, ¶ 13 (explaining that, although an appellant generally is responsible for the errors of her chosen representative, an exception may lie when the appellant establishes that her diligent efforts to prosecute an appeal were thwarted without her knowledge by her attorney’s deceptions, negligence, or malfeasance), aff’d sub nom. Pacilli v. Merit Systems Protection Board , 404 F. App’x 466 (Fed. Cir. 2010). Moreover, the appellant here has not shown that he exercised due diligence in prosecuting his request for review. Specifically, even if his attorney delayed several days in sending him a copy of the arbitration decision, the appellant still had sufficient time between his personal receipt of the decision on December 14, 2022, and the January 10, 2023 deadline to timely file the request for review, but instead he chose to file it late. Thus, we find that the appellant has not established good cause for his untimeliness.3 Accordingly, we dismiss the appellant’s request for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the appellant’s request for review of the arbitration decision. 3 Although not raised by the appellant, we considered whether the agency properly notified the appellant of his appeal rights to the Board. An agency’s failure to notify an employee of his Board appeal rights when such notification is required generally constitutes good cause for late filing. Kirkland, 119 M.S.P.R. 74, ¶ 6. The agency’s notice must be explicit and must, among other things, inform the employee “[w]hether there is any right to request Board review of a final decision on a grievance in accordance with” the provisions governing requests for Board review of arbitrators’ decisions. McCurn, 119 M.S.P.R. 226, ¶ 11; Kirkland, 119 M.S.P.R. 74, ¶ 8. When an agency provides inadequate notice of Board appeal rights, the appellant is not required to show that he exercised due diligence in attempting to discover his appeal rights, but rather must show diligence in filing the appeal after learning that he could. McCurn, 119 M.S.P.R. 226, ¶¶ 12-13; Kirkland, 119 M.S.P.R. 74, ¶ 6. Here, the agency explicitly advised the appellant in its removal decision of his right to request review of the final arbitration decision on his grievance to the Board. RFR File, Tab 5 at 12. Thus, the appellant cannot establish that good cause exists for his untimeliness based on any agency failure to notify him of his right to request review of the arbitration decision with the Board.5 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.6 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 any7 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’s8 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. 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
Brown_JoshuaCB-7121-23-0004-V-1__Final_Order.pdf
2024-05-06
JOSHUA BROWN v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. CB-7121-23-0004-V-1, May 6, 2024
CB-7121-23-0004-V-1
NP
1,550
https://www.mspb.gov/decisions/nonprecedential/Brown_DerrickAT-0752-21-0190-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DERRICK BROWN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER AT-0752-21-0190-I-1 DATE: May 6, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Carl Hudson , Atlanta, Georgia, for the appellant. Earl L. Cotton , 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 affirmed his removal for physical inability to perform. 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). 2 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 with respect to the charge analysis, we AFFIRM the initial decision. BACKGROUND The appellant was a preference-eligible PS-06 Mail Processing Clerk for the agency. Initial Appeal File (IAF), Tab 1 at 1, Tab 13 at 21. This position involves some appreciable physical demands related to operating machinery and moving parcels of mail. IAF, Tab 15 at 68-69. As set forth in the position description, the functional requirements of a Mail Processing Clerk include, among other things, lifting up to 70 pounds, carrying 45 pounds and over, and standing, walking, pulling, pushing, and bending for 8 hours or more per day. Id. at 68. In late December 2018, the appellant began experiencing symptoms related to what would later be diagnosed as congestive heart failure, and beginning February 1, 2019, he began an extended leave of absence from work.2 IAF, Tab 13 at 70-72, 84, Tab 14 at 6-8. In September 2019, the appellant’s treating physician released him to return to duty with restrictions, and the appellant’s case was referred to an agency District Reasonable Accommodation Committee. IAF, Tab 13 at 73, 88-89. During the course of extensive proceedings between 2 On February 1, 2020, the appellant had a sick leave balance of 36 hours and an annual leave balance of 108 hours. IAF, Tab 14 at 24-25. His ensuing 23-month absence was therefore covered mostly by leave without pay. IAF, Tab 14, Tab 15 at 4-66. 3 September 2019 and March 2020, the agency repeatedly denied the appellant’s return-to-duty requests on the basis that his restrictions prevented him from performing the essential functions of a Mail Processing Clerk or of any vacant, funded position. Id. at 56-88. On October 13, 2020, the agency proposed the appellant’s removal for inability to perform the essential functions of his position. Id. at 25-27. The deciding official sustained the charge and removed the appellant effective December 25, 2020. Id. at 21-23. The appellant filed a Board appeal, arguing that the agency committed harmful procedural error in arriving at its removal decision. IAF, Tab 1 at 4, Tab 24 at 1. After a hearing, the administrative judge issued an initial decision affirming the appellant’s removal. IAF, Tab 27, Initial Decision (ID). He found that the agency proved its charge, established nexus, and showed that the removal penalty was reasonable under the circumstances. ID at 5-8, 10-12. He further found that the appellant failed to prove that the agency committed harmful procedural error. ID at 8-10. The appellant has filed a petition for review, disputing some of the administrative judge’s findings of fact as well as his analysis of the harmful error defense. Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3. ANALYSIS In an appeal of an adverse action under 5 U.S.C. chapter 75, the agency bears the burden of proving by preponderant evidence that its action was taken for such cause as would promote the efficiency of the service. MacDonald v. Department of the Navy , 4 M.S.P.R. 403, 404 (1980); 5 C.F.R. § 1201.56(b)(1) (ii). To meet this burden, the agency must prove its charge, establish a nexus between the charge and the efficiency of the service, and demonstrate that the penalty imposed was reasonable. Pope v. U.S. Postal Service , 114 F.3d 1144, 1147 (Fed. Cir. 1997). However, even if the agency carries this burden, the 4 action may not be sustained if the appellant shows harmful error in the application of the agency’s procedures in arriving at its decision. 5 U.S.C. § 7701(c)(2)(A); see 5 C.F.R. § 1201.56(b)(2)(i)(C). In sustaining the charge in this case, the administrative judge applied the legal standard set forth in 5 C.F.R. § 339.206, which provides that “a history of a particular medical condition may result in medical disqualification only if the condition at issue is itself disqualifying, recurrence of the condition is based on reasonable medical judgment, and the duties of the position are such that a recurrence of the condition would pose a significant risk of substantial harm.” ID at 5-8. However, while this appeal was pending on petition for review, the Board issued a precedential decision clarifying that the standard set forth in 5 C.F.R. § 339.206 only applies when an employee was removed “solely on the basis of medical history,” as opposed to a current medical condition. Haas v. Department of Homeland Security , 2022 MSPB 36, ¶¶ 10-15. The Board explained that a removal is based solely on medical history if the only basis for concluding that the employee is medically unable to perform the core duties of his position is the fact that his medical records reflect that, at some time in the past, he was classified as having, was examined for, or was treated for the medical condition or impairment in question. Id., ¶ 12. The appellant in this case was not removed based on his medical history. Rather, he was removed based on physical difficulties that he was contemporaneously experiencing related to an ongoing medical condition. Because the appellant’s removal was not based solely on his medical history, the charge should not be analyzed under the standard set forth in 5 C.F.R. § 339.206. Rather, to prove its charge, the agency must establish either a nexus between the appellant’s medical condition and observed deficiencies in his performance or conduct, or a high probability, given the nature of the work involved, that his condition may result in injury to himself or others. Haas, 2022 MSPB 36, ¶ 15. The Board has otherwise described the standard as 5 requiring that the agency establish that the appellant’s medical condition prevents him from being able to safely and efficiently perform the core duties of his position. Id. We therefore modify the initial decision, as set forth below, to apply this standard. Although the administrative judge applied what we have now determined to be the incorrect standard to the agency’s charge, we find that remand is unnecessary because the record is fully developed on the relevant issues. See id., ¶ 20 (citing Forte v. Department of the Navy , 123 M.S.P.R. 124, ¶ 27 (2016)). In this regard, we find that the administrative judge’s findings of fact are sufficient to support the agency’s charge under the Haas standard and that the record clearly establishes that the appellant’s medical condition prevents him from being able to safely and efficiently perform the core duties of a Mail Processing Clerk. ID at 5-8. It is undisputed that, leading up to his removal, the appellant was absent from work for nearly 2 years because of medical restrictions that prevented him from performing the core duties of his position. IAF, Tab 13 at 56-57, 59, 67, 70-75, 89, Tab 14, Tab 15 at 4-66. In determining whether the agency met its burden, the Board will consider whether a reasonable accommodation short of reassignment existed that would enable the appellant to safely and efficiently perform his core duties. Haas, 2022 MSPB 36, ¶ 25. However, no such accommodation is apparent to us, and neither party has suggested that one might exist. On petition for review, the appellant cites to the testimony of the Supervisor of Distribution Operations, arguing that the average weight of the letter trays that he needed to lift was 20 pounds, consistent with the 20-pound limit set forth in his most recent medical restrictions. PFR File, Tab 1 at 8; IAF, Tab 13 at 59. However, even if the “average” weight of a letter tray was 20 pounds, the necessary implication is that some trays would weigh less than 20 pounds and others more, and that the appellant’s work would therefore often involve lifting trays that exceeded that weight. Moreover, we have reviewed the 6 testimony to which the appellant cites, and we find that the Supervisor of Distribution Operations did not testify as to the average weight of a letter tray. The appellant’s representative asked her, “Is it also true that the letter trays themselves range from between 10 to 25 pounds per letter tray?” However, the examination was diverted and the witness never actually answered the question. Hearing Recording, Track 2 at 25:45 (testimony of the Supervisor of Distribution Operations). The appellant also argues that the administrative judge relied on “an unofficial position description sheet” in reaching his decision. PFR File, Tab 1 at 8; ID at 2, 5-6; IAF, Tab 15 at 68. We are not persuaded by this argument. It is not clear to us why this position description should be considered “unofficial,” the appellant has not submitted an “official” position description for us to consider as an alternative, and he has not explained what about the allegedly unofficial position description is inaccurate or how it would differ from an official position description. In other words, even assuming that the administrative judge should not have considered this document in reaching his decision, the appellant has not explained how the outcome of the appeal would have been different if the administrative judge had considered some other position description instead. An adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis to reverse an initial decision . Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984). The main focus of the appellant’s petition is his affirmative defense of harmful procedural error. PFR File, Tab 1 at 8-10. To prove that the agency committed harmful procedural error under 5 U.S.C. § 7701(c)(2)(A), an appellant must show both that the agency committed procedural error and that the error was harmful. Parker v. Defense Logistics Agency , 1 M.S.P.R. 505, 513 (1980). In other words, an appellant must prove that any procedural errors by the agency prejudiced his substantive rights by possibly affecting the agency’s decision; harmful error cannot be presumed. Stephen v. Department of the Air Force , 7 47 M.S.P.R. 672, 681 (1991). In this case, the appellant advances two theories of harmful procedural error. First, he argues that the agency violated section 365.342(a), (f) of its Employee and Labor Relations Manual (ELM) when it removed him without first sending a comprehensive medical report to the appropriate agency Area Manager. PFR File, Tab 1 at 8-9; IAF, Tab 13 at 31-32. The administrative judge addressed this argument below, finding that the appellant failed to show that any additional medical evidence that the agency might have obtained would likely have led it to reach a different decision in his case. ID at 8-9. We agree with the administrative judge’s analysis.3 The appellant states that the medical report on which the agency relied was more than a year old at the time of his removal, PFR File, Tab 1 at 9, but he has not provided any evidence to show that his medical condition has improved during the interim, see Tolton v. Department of the Army , 5 M.S.P.R. 269, 273 (1981) (finding that the appellant failed to prove harmful error because, even assuming that the agency committed procedural error, he did not show that the error was harmful). Second, the appellant argues that the agency erred under the applicable collective bargaining agreement and local memorandum of understanding by not providing him with a light duty assignment. PFR File, Tab 1 at 9-10; IAF, Tab 22 at 14-21, 37-38. The administrative judge addressed this argument below as well, finding that neither the collective bargaining agreement nor the memorandum of understanding purport to guarantee a limited duty assignment for an injured or ill employee, and that there was nothing in the record to suggest that any such assignment was available within the appellant’s restrictions. ID at 10. On petition for review, the appellant argues that he could have performed work in the manual letters unit or on the small parcel bundle sorter. PFR File, Tab 1 at 9; 3 The administrative judge noted but declined to resolve a dispute over whether this provision of the ELM applies to non-compensably injured employees, and thus whether the agency committed procedural error to begin with. ID at 9. We likewise find it unnecessary to reach this issue. 8 IAF, Tab 13 at 68. However, even if the appellant was able to perform light duty work in these areas, he has not identified any evidence to show that any such work was actually available. For the reasons explained in the initial decision, we agree with the administrative judge that the appellant has not shown harmful procedural error in this regard. ID at 10. Finally, the appellant argues that, under Latham v. U.S. Postal Service , 117 M.S.P.R. 400, ¶ 13 (2012), overruled by Cronin v. U.S. Postal Service , 2022 MSPB 13, the agency is required to meticulously follow its own rules, and that the agency in this case failed to do so. PFR File, Tab 1 at 10. However, for the reasons explained above, we find insufficient evidence to show that the agency failed to follow its own rules in such a way as to prejudice the appellant’s substantive rights. Furthermore, this finding in Latham pertained to allegedly arbitrary and capricious denials of restoration under 5 C.F.R. § 353.304(c), a regulation not at issue in the instant appeal. Moreover, during the pendency of this appeal, Latham was overruled by Cronin, 2022 MSPB 13, ¶¶ 16-20, on this very point. The appellant does not directly contest the administrative judge’s findings on nexus and penalty, and for the reasons explained in the initial decision, we find that the agency has carried its burden on these issues. ID at 10-12. The Board has routinely found that removal for physical inability to perform promotes the efficiency of the service when there is no foreseeable end to the employee’s incapacity and it is not feasible to provide him other work within his medical restrictions. See, e.g., Clemens v. Department of the Army , 120 M.S.P.R. 616, ¶ 18 (2014); see also Marshall-Carter v. Department of Veterans Affairs , 94 M.S.P.R. 518, ¶ 14 (2003) (finding that, even in the absence of a disability discrimination claim, the availability of a lower-graded position within an employee’s medical restrictions is relevant to the issue of penalty for an adverse action based on physical inability to perform). 9 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. (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. 10 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 11 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 12 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. 13 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.
Brown_DerrickAT-0752-21-0190-I-1__Final_Order.pdf
2024-05-06
DERRICK BROWN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. AT-0752-21-0190-I-1, May 6, 2024
AT-0752-21-0190-I-1
NP
1,551
https://www.mspb.gov/decisions/nonprecedential/Disotuar_Oldanis_W_AT-844E-21-0126-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD OLDANIS W. DISOTUAR, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-844E-21-0126-I-1 DATE: May 3, 2024 THIS ORDER IS NONPRECEDENTIAL1 Wayne Johnson , Esquire, Winter Park, Florida, for the appellant. Linnette L. Scott , 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 final decision of the Office of Personnel Management (OPM), dismissing his application for disability retirement under the Federal Employees’ Retirement System (FERS) as untimely filed. For the reasons set forth below, we GRANT the appellant’s petition for review, REVERSE 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). 2 REMAND the case to OPM for further adjudication consistent with this Remand Order. BACKGROUND The appellant was employed by the Bureau of Prisons as a Correctional Officer. Initial Appeal File (IAF), Tab 6 at 34. After 10 months of being physically unable to perform his duties due to permanent medical restrictions for which full recovery was not expected, the appellant’s attorney informed the Bureau of Prisons that the appellant “ha[d] applied for medical retirement.” Id. at 48-50, 58-59.2 Two weeks later, the agency issued a letter of proposed removal due to his physical inability to perform the duties of his position. Id. at 22-24. The agency issued a removal decision on November 29, 2017, effective the next day. Id. at 31-33. Neither letter informed him of his possible eligibility for disability retirement or of the 1 -year deadline to file the necessary application. Id. at 22-24, 31-33. However, the removal decision noted that the agency had ceased its reasonable accommodation efforts when the appellant, through his attorney, indicated he was “not interested in reasonable accommodation,” and “[h]ad applied for medical retirement.” Id. at 32, 58. In February 2018, the appellant requested, and appears to have received, a refund of his retirement contributions. Id. at 156, 168-74. Over 1.5 years after his removal, in July 2019, the appellant applied for disability retirement under FERS. Id. at 4, 125. OPM issued a reconsideration decision dismissing the appellant’s application because he applied after the statutory 1-year time limit lapsed and failed to assert that mental incompetence caused his delay. IAF, Tab 6 at 4-5, 97-98. The appellant filed this appeal alleging that OPM wrongly dismissed his application. IAF, Tab 1 at 4. He argued that he was not late because his 2 During the hearing, the appellant clarified that he and his attorney completed the forms and that he was awaiting a removal decision from the agency prior to filing. IAF, Tab 16, Hearing Recording (testimony of the appellant). 3 employing agency did not inform his attorney of his separation. IAF, Tab 15 at 6. He further argued that he was entitled to equitable tolling because the separation letter did not advise him of his right to file a disability retirement application, as required by 5 C.F.R. § 844.202(b)(1). IAF, Tab 1 at 4, Tab 15 at 5-6. The administrative judge granted the appellant’s hearing request on the issue of whether OPM properly denied his application for disability retirement as untimely filed. IAF, Tab 1 at 2, Tab 10 at 2-3. At the hearing, the appellant testified that he received the August 30, 2017 letter of proposed termination but he did not recall whether he received the November 29, 2017 removal decision, and he did not learn about his removal until December 2017, when the agency asked him to turn in his equipment. IAF, Tab 16, Hearing Recording (HR) (testimony of the appellant). After the hearing, the administrative judge issued an initial decision affirming OPM’s dismissal. IAF, Tab 17, Initial Decision (ID) at 2, 7. She reasoned that an agency’s failure to inform an employee of his potential disability retirement option was not a basis to equitably toll the statutory 1-year filing deadline required by 5 U.S.C. § 8453. ID at 5-6. The appellant has timely filed a petition for review of the initial decision, to which the agency has responded. Petition for Review (PFR) File, Tabs 1, 3. In his petition for review, the appellant reiterates verbatim the arguments he made below. PFR File, Tab 1 at 5-6; IAF, Tab 15 at 5-6. DISCUSSION OF ARGUMENTS ON REVIEW We agree with the administrative judge, as modified, that the appellant’s application for disability retirement was untimely. The appellant appears to argue that his July 26, 2019 application for disability retirement was not untimely because the agency did not send a copy of the November 29, 2017 removal decision to his attorney. PFR File, Tab 1 at 4, 6. Although the administrative judge found that the appellant filed his application more than 1.5 years after he was separated from service, she did not address his 4 argument that the agency notice was insufficient to trigger the 1 -year deadline. ID at 3-4. We modify the initial decision to address this argument, still finding the appellant untimely. Applications for disability retirement must be filed with OPM “before the employee . . . is separated from the service or within 1 year thereafter.” 5 U.S.C. § 8453. In interpreting the identical language at 5 U.S.C. § 8337(b), applicable to Civil Service Retirement System (CSRS) disability retirement applications, the U.S. Court of Appeals for the Federal Circuit has held that the 1-year filing period does not begin to run until the employing agency notifies the employee he has been terminated. Johnston v. Office of Personnel Management , 413 F.3d 1339, 1341-42 (Fed. Cir.), as modified on recons. on technical grounds per curiam, 430 F.3d 1376 (Fed. Cir. 2005). At the hearing, the appellant admitted that he received a notice of proposed removal due to his physical inability to perform the duties of his position. HR (testimony of the appellant); IAF, Tab 6 at 22-24. Although he did not remember if he received the final decision letter, he testified that he learned of his removal the next month when the agency told him to turn in his equipment. HR (testimony of the appellant).3 Regardless of the lack of specific recollection that he received the removal decision, the appellant is presumed to have received it within 5 days. Cabarloc v. Department of Veterans Affairs , 110 M.S.P.R. 695, ¶ 7 (2009); 5 C.F.R. §§ 1201.4(i), (l), 1201.22(b)(3). An appellant cannot leave matters entirely in the hands of his representative. See Jones v. Office of Personnel Management , 93 M.S.P.R. 50, ¶ 5 (2002). Thus, by December 2017, the appellant is presumed to have received the removal decision, triggering the 1-year filing deadline. His July 2019 application was therefore untimely by 7 months. 3 The agency sent b oth letters to the same address, at which the appellant said he resided during all of 2017 and received other communications from the agency during the same time period. IAF, Tab 6 at 22-24, 31-33. 5 We waive the deadline due to the employing agency’s failure to provide notice as required by 5 C.F.R. § 844.202(b)(1). The appellant reiterates his argument on appeal that he is entitled to equitable tolling of the 1-year deadline because the agency’s removal notice did not comply with regulatory requirements. Specifically, he argues that it failed to inform him of his possible eligibility for disability retirement or the time limit for filing an application. PFR File, Tab 1 at 4-6; IAF, Tab 15 at 5-6. We reverse the administrative judge’s finding that equitable tolling of the statutory filing deadline is unavailable under these circumstances. ID at 5-6. Section 844.202(b)(1) of Title 5 of the Code of Federal Regulations states that an agency removing an employee apparently based on his medical inability to perform in his position “must advise the employee in writing of his or her possible eligibility for disability retirement and of the time limit for filing an application.” The Federal Circuit has held that the 1-year filing deadline required by 5 U.S.C. § 8453 can be waived when the agency fails to provide these details. See, e.g., Johnson v. Office of Personnel Management , No. 2015-3175, slip op. at 3-4 (Fed. Cir. May 24, 2016) (concluding that the failure to provide notice under 5 C.F.R. § 844.202(b)(1) could require waiver of the 1-year filing deadline); Winchester v. Office of Personnel Management , 449 F. App’x 936, 937-39 (Fed. Cir. 2011) (finding failure to provide regulatory notice under 5 C.F.R. § 831.1205(b)(1), the regulatory equivalent of 5 C.F.R. § 844.202(b)(1) applicable to disability retirement applications submitted under CSRS, could serve as a basis to equitably toll the filing deadline). Following the Federal Circuit’s remand of Johnson to the Board, the Board in turn remanded the case to the regional office to determine if notice was required under the regulation, i.e., if the employee’s removal was “apparently caused by a medical condition.” Johnson v. Office of Personnel Management , MSPB Docket No. CH-844E-14- 0449-M-1, Remand Order, ¶ 4 n.2, ¶¶ 6-7 (Sept. 2, 2016) (quoting 5 C.F.R. § 844.202(b)(1)). Although we are not bound by the Federal Circuit’s 6 nonprecedential decisions, we find these decisions persuasive in the instant case. See Special Counsel v. Coffman, 124 M.S.P.R. 130, ¶ 56 n.10 (2017) (explaining that the Board may rely on unpublished decisions of the Federal Circuit if it finds the court’s reasoning persuasive) . The appellant’s employing agency proposed his removal, and ultimately removed him, for physical inability to perform the duties of his position due to his lumbar disc disease and nerve root entrapment condition, medical disabilities for which recovery was not expected. IAF, Tab 6 at 22-24, 31-32. Thus, his removal was apparently based on his medical inability to perform his duties, and his employing agency was required to advise him of his possible eligibility for disability retirement and the time limit for filing an application. 5 C.F.R. § 844.202(b)(1). It is undisputed that the agency failed to do so. IAF, Tab 6 at 22-24, 31-33. Although the notice of removal notified the appellant of his right to file a grievance or pursue other administrative complaints and appeals, it was silent as to disability retirement. Id. at 32-33. Because the employing agency failed to fulfill its notice requirements under 5 C.F.R. § 844.202(b)(1), we find the appellant’s 1-year deadline to file his disability retirement application should have been waived.4 The record suggests that the appellant received a refund of his retirement contributions. IAF, Tab 6 at 156. A refund of an employee’s FERS retirement contributions generally voids all FERS annuity rights. 5 U.S.C. § 8424(a); Pagum v. Office of Personnel Management , 66 M.S.P.R. 599, 601 (1995). We 4 Although the appellant may have been aware of his possible entitlement to disability retirement, his “actual awareness” of his rights does not release the agency from its obligation to notify him of his possible entitlement and the deadline by which he must submit an application. See Harris v. Office of Personnel Management , 888 F.2d 121, 122-23, 124 (Fed. Cir. 1989) (finding that an annuitant’s actual awareness of his right to elect a survivor annuity for his new spouse within 1 year of remarriage did not overcome the need to determine whether the annuitant actually received the statutorily required notice); Murphy v. Office of Personnel Management , 50 M.S.P.R. 407, 411-12 (1991) (same). Moreover, although the appellant was apparently aware of his possible entitlement to disability retirement, there is no indication he was aware of the 1 -year deadline to file his application. IAF, Tab 6 at 58. 7 express no opinion as to whether this refund impacts the appellant’s entitlement to an annuity. OPM has not yet made a determination on this issue, and therefore, we are without jurisdiction to adjudicate it. See Poole v. Department of the Army , 117 M.S.P.R. 516, ¶ 10 (2012) (observing, in a CSRS retirement appeal, that the scope of the appeal was limited to those matters addressed in OPM’s reconsideration decision). OPM should address this issue on remand, as well as the appellant’s argument that he is entitled to a presumption that he is disabled based on the nature of his removal. PFR File, Tab 1 at 5 (citing Bruner v. Office of Personnel Management , 996 F.2d 290, 292-94 (Fed. Cir. 1993) (determining that when an employing agency separates an individual for physical inability to perform the duties of his assigned position or another position within the agency, he is entitled to a presumption that he is disabled for purposes of eligibility for a CSRS disability retirement annuity). ORDER For the reasons discussed above, we remand this case to OPM. OPM shall waive the statutory time limit for filing the application for disability retirement and shall determine the merits of the application in a new decision. OPM shall issue a new reconsideration decision addressing whether the appellant’s medical conditions as raised in his application materials entitle him to disability retirement benefits. OPM shall issue the new reconsideration decision within 60 calendar days from the date of this Remand Order and shall advise the appellant of his right to file an appeal with the Board’s Atlanta Regional Office if he disagrees with that new decision. See Ott v. Office of Personnel Management , 120 M.S.P.R. 453, ¶ 9 (2013) . We also ORDER OPM to tell the appellant promptly in writing when it believes it has fully carried out the Board’s Order and to describe the actions it took to carry out the Board’s Order. We ORDER the appellant to provide all necessary information OPM requests to help it carry out the Board’s Order. The 8 appellant, if not notified, should ask OPM about its progress. See 5 C.F.R. § 1201.181(b). No later than 30 days after OPM tells the appellant 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 OPM did not fully carry out the Board’s Order. The petition should contain specific reasons why the appellant believes OPM has not fully carried out the Board’s Order, and should include the dates and results of any communications with OPM. See 5 C.F.R. § 1201.182(a). FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Disotuar_Oldanis_W_AT-844E-21-0126-I-1__Remand_Order.pdf
2024-05-03
OLDANIS W. DISOTUAR v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-844E-21-0126-I-1, May 3, 2024
AT-844E-21-0126-I-1
NP
1,552
https://www.mspb.gov/decisions/nonprecedential/Turk_John_Z_CH-1221-18-0186-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN Z. TURK, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-1221-18-0186-W-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 John Z. Turk , Eastlake, Ohio, pro se. Amber Groghan , Esquire, Akron, Ohio, 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 as settled. 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 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 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 further FORWARD the appellant’s claim that the agency breached the settlement agreement to the regional office for docketing as a petition for enforcement. BACKGROUND The agency removed the appellant from his position as a Medical Technologist for inappropriate conduct, failure to follow a standard operating procedure, and failure to follow a supervisory instruction, effective October 13, 2017. Initial Appeal File (IAF), Tab 5 at 34-37, 63-66. The appellant filed a complaint with the Office of Special Counsel (OSC) in which he alleged that the agency had committed prohibited personnel practices and retaliated against him for whistleblowing.2 See IAF, Tab 1 at 22-24. On November 30, 2017, OSC informed the appellant that it had closed its file regarding his allegations and notified him of his right to seek corrective action from the Board. Id. The appellant timely filed an individual right of action appeal alleging that the agency had made him work overtime without pay, allowed agency employees to harass him, suspended him, removed him, and denied him health insurance coverage in retaliation for his whistleblowing activity. Id. at 5. During the 2 The record contains a copy of OSC’s closure letters to the appellant, which reference the appellant’s OSC complaint, but does not contain a copy of the complaint. See IAF, Tab 1 at 22-24.2 pendency of the appeal, the parties executed a settlement agreement. IAF, Tab 25 at 4-6. On April 24, 2018, the administrative judge issued an initial decision finding that the agreement was lawful on its face, and that the parties had freely entered into the agreement, understood its terms, and intended to have the agreement entered into the record. IAF, Tab 26, Initial Decision (ID) at 1-2. The administrative judge entered the agreement into the record for enforcement purposes and dismissed the appeal as settled. ID at 2-3. The appellant has timely filed a petition for review in which he alleges that he lost a job offer because an agency employee conveyed to the employer that he was terminated and forced to resign from the agency.3 Petition for Review (PFR) File, Tab 1 at 4. He argues that the Standard Form (SF) 50 showing his resignation does not reflect that his resignation was voluntary, which was a mistake that allows the agency to state to prospective employers that his resignation was forced upon him. Id. at 4-5. The appellant states that the SF-50 should be modified to state in the nature of the action or the remarks section of the document that the resignation is voluntary so that he can prove to prospective employers that his resignation was voluntary. Id. at 5. The agency has filed an 3 Although the Clerk of the Board docketed the petition for review on July 13, 2018, approximately 6 weeks after the initial decision became final on May 29, 2018, the Clerk found the petition to be timely filed on May 23, 2018. Petition for Review (PFR) File, Tab 1 at 1, Tab 2 at 1. On May 23, 2018, the appellant submitted a petition for review; it appears that he sent it to both the Clerk of the Board and to the regional office. Turk v. Department  of Veterans  Affairs, MSPB Docket No. CH-1221-18-0186-C-1, Compliance File (CF), Tab 1, Petition for Enforcement (May 23, 2018). The regional office docketed the pleading as a petition for enforcement; however, the appellant informed the administrative judge that he intended to pursue a petition for review, and the administrative judge dismissed the petition for enforcement as withdrawn. CF, Tabs 2, 6, 11. The appellant subsequently re-filed his petition for review with the Clerk of the Board. PFR File, Tab 1. When a party files a petition for review within the time limit prescribed by 5 C.F.R. § 1201.114(e), but mistakenly files it with one of the Board’s regional offices instead of with the Clerk of the Board, the Board will accept it as timely filed. Sumner v. Office of Personnel Management, 87 M.S.P.R. 542, ¶ 4 (2001). Accordingly, we agree with the administrative judge that the appellant’s petition for review was timely filed.3 opposition to the petition, and the appellant has filed a reply to the agency’s opposition.4 PFR File, Tabs 3, 5. DISCUSSION OF ARGUMENTS ON REVIEW A settlement agreement is a contract between the parties, and its terms are to be interpreted as a question of contract law. Wofford v. Department  of Justice, 115 M.S.P.R. 468, ¶ 6 (2010). An appellant may challenge the validity of a settlement agreement if he believes it was unlawful, involuntary, or the result of fraud or mutual mistake. Id. However, the party challenging the validity of a settlement agreement bears a heavy burden of showing a basis for invalidation. Id. On review, the appellant contends that the omission in his resignation SF- 50 of a statement that the resignation is voluntary was a mistake in creating the SF-50 contemplated by the settlement agreement. PFR File, Tab 1 at 4-5. To the extent that the appellant argues that the settlement agreement is void on the basis of mutual mistake, he has not met his burden. A mutual mistake of fact is a 4 The appellant’s reply to the agency’s opposition was untimely filed on August 3, 2018. PFR File, Tab 5. The appellant moved to waive the time limit to file his reply, alleging in a sworn statement that he did not receive the agency’s opposition to his petition for review until he learned of it during an August 3, 2018 telephone call with the Office of the Clerk of the Board. Id. There is no indication that the agency sent its opposition to an incorrect address. See PFR File, Tab 3. The appellant has not shown good cause for his untimely filing, but even if we were to consider the appellant’s reply, we find that he has not established any basis for granting his petition for review. See 5 C.F.R. § 1201.22(b)(3) (providing that correspondence which is properly addressed and sent to the appellant’s address via postal or commercial delivery is presumed to have been duly delivered to the addressee). The appellant has subsequently filed three motions requesting to supplement his petition for review. PFR File, Tabs 7, 9, 13. The appellant argues that he should be permitted to do so because the administrative judge “made comments” to the Clerk of the Board after he filed his petition for review and wishes to respond to the alleged comments, and he requests additional time to provide additional evidence about his lost job opportunities. PFR File, Tab 7 at 2, 9 at 2, Tab 13 at 3. The agency has opposed the first two motions. PFR File, Tab 10. We find no evidence that the administrative judge improperly communicated with the Clerk of the Board; additionally, the appellant does not identify the additional evidence or explain how it is relevant and why it was not available at the time he filed his petition for review. Accordingly, the appellant’s motions are denied.4 shared, mistaken belief of the parties regarding a material assumption of fact underlying their agreement. Vance v. Department  of the Interior, 114 M.S.P.R. 679, ¶ 12 (2010). In construing a settlement agreement, the Board will first consider the terms of the agreement itself, which are of paramount importance in determining the intent of the parties at the time they contracted. Harris v. Department  of Veterans  Affairs, 99 M.S.P.R. 609, ¶ 4 (2005). The Board will only examine extrinsic evidence if the terms of the agreement are ambiguous, meaning they are susceptible to more than one reasonable interpretation. Id. Here, the settlement agreement provides that the agency will “remove the removal SF-50 from Appellant’s [electronic Official Personnel Folder (eOPF)]” and “create an SF-50 . . . noting his resignation for personal reasons” that will “stay in Appellant’s eOPF.” IAF, Tab 25 at 4. The SF-50 at issue states that the appellant resigned for personal reasons. PFR File, Tab 1 at 15. It is devoid of reference to the appellant’s removal or an involuntary action. Id. In the absence of any reference in the resignation SF-50 suggesting that the appellant’s resignation was involuntary, the SF-50, on its face, reflects that the appellant’s resignation was voluntary. To the extent that the appellant argues that the parties intended for the resignation SF-50 to explicitly state that his resignation was voluntary, we find his argument unpersuasive. PFR File, Tab 1 at 4-5. The agreement is silent as to whether the resignation SF-50 should include such a statement. IAF, Tab 25 at 4-6. However, the parties specifically provided in the agreement that the SF -50 would state that the appellant’s resignation was for personal reasons, but did not include any additional provisions regarding the SF-50, which reflects that the parties did not intend to include any additional provisions at the time they made the agreement. See id. at 4. The Board will not read a nonexistent term into a settlement agreement that is unambiguous. Galatis v. U.S. Postal Service, 109 M.S.P.R. 651, ¶ 10 (2008). Additionally, the appellant has not provided any evidence that, at the time the agreement was made, the parties intended for the5 agreement to provide for his desired statement. Thus, the appellant has not shown that the parties acted under mutual mistake in omitting a provision from the settlement agreement that provided for an SF-50 that explicitly stated that the appellant’s resignation was voluntary. The issue underlying the appellant’s petition is his allegation that an agency employee informed a potential employer that the appellant was removed from the agency, causing him to lose a job offer. See PFR File, Tab 1 at 4. The Board and its reviewing court have construed a settlement agreement that, like here, calls for the rescission of a removal and issuance of an SF-50 showing resignation, to constitute a promise by the agency to “eras[e] ‘removal’ and all reasons for such a removal from [the employee’s] professional record with the agency”; in other words, to provide the employee with a “clean record.” See Vance, 114 M.S.P.R. 679, ¶ 8 (quoting Conant v. Office of Personnel Management, 255 F.3d 1371, 1376 (Fed. Cir. 2001)). The Board has also found that such a “clean record” settlement agreement prohibits the agency from disclosing removal-related documents to third parties and dictates that the agency’s communications with third parties “reflect what the replacement SF-50 shows, i.e., that [the employee] resigned, and that it not disclose the circumstances of the removal.” Vance, 114 M.S.P.R. 679, ¶¶ 8-9 (quoting Torres v. Department  of Homeland  Security, 110 M.S.P.R. 482, ¶ 12 (2009)). Thus, the appellant appears to state a claim that the agency breached the settlement agreement by disclosing to a third party that the appellant was removed. Allegations of noncompliance with a settlement agreement should be addressed in the first instance by the administrative judge. Secrist v. U.S. Postal Service, 115 M.S.P.R. 199, ¶ 8 (2010); 5 C.F.R. § 1201.182(a). Accordingly, we FORWARD the appellant’s allegations of noncompliance to the Central Regional6 Office for processing as a petition for enforcement.5 See Secrist, 115 M.S.P.R. 199, ¶ 9. 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 5 In January 2019, the appellant filed a petition for enforcement of the settlement agreement in the regional office, which the regional office docketed as a separate case. PFR File, Tab 15 at 1-30. The petition for enforcement, as well as several other pleadings the appellant subsequently filed, alleged that the appellant has not been able to obtain a job because the agency breached the settlement agreement. See, e.g., id. at 12-13. After reviewing the appellant’s pleadings, the administrative judge determined that the appellant had renewed the same allegations of breach set forth in his petition for review in the instant case. Id. at 118-19. The administrative judge closed the separate case and forwarded the petition for enforcement and related pleadings to the Board for consideration in the instant case. Id. We agree that the petition for enforcement raises similar allegations of breach, but with respect to new job prospects. Accordingly, the regional office shall consider both those allegations of breach raised in the appellant’s petition for review and those set forth in his January and February 2019 filings. Id. at 1-26, 39-117. Additionally, to the extent the appellant is alleging that he was not selected for a position because he is a veteran, he may seek corrective action under the Veterans Employment Opportunities Act of 1998 or the Uniformed Services Employment and Reemployment Rights Act of 1994. See id. at 12- 13. The appellant’s motion for leave to file an additional pleading regarding the petition for enforcement is denied. See PFR File, Tab 17. 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 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 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. 9 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: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 10 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
Turk_John_Z_CH-1221-18-0186-W-1__Final_Order.pdf
2024-05-03
JOHN Z. TURK v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-1221-18-0186-W-1, May 3, 2024
CH-1221-18-0186-W-1
NP
1,553
https://www.mspb.gov/decisions/nonprecedential/Hendy_David_M_CH-3330-18-0110-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID M. HENDY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-3330-18-0110-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 David M. Hendy , Chicago, Illinois, pro se. Zane Perry Schmeeckle , Esquire, Kansas City, 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 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). 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. However, for the reasons discussed below, we VACATE the initial decision, DISMISS the appeal as untimely filed, and FORWARD the appellant’s additional, unadjudicated VEOA claim to the regional office for docketing as a new VEOA appeal. BACKGROUND At an unspecified time, the appellant filed a VEOA complaint with the Department of Labor (DOL), which designated his complaint as claim number IL-2018-001-VPH. Initial Appeal File (IAF), Tab 1 at 4-5. In a letter dated November 14, 2017, a DOL investigator informed the appellant that his veterans’ preference complaint had been closed because it was not filed within the statutory deadline of 60 days from the date of the alleged violation. Id. On December 14, 2017, the appellant filed this Board appeal seeking corrective action under VEOA, and he requested a hearing. Id. at 1-3. The administrative judge apprised the appellant of the elements and burdens of proving jurisdiction, exhaustion, and timeliness regarding a VEOA appeal, and she ordered the parties to respond on those issues. IAF, Tab 3. Regarding the timeliness of the Board appeal, she informed the appellant that a VEOA appeal must be filed with the Board no later than 15 calendar days after the date on which he received written notice from the Secretary of Labor that DOL had not resolved his complaint. Id. at 5. She further explained that VEOA 3 filing deadlines may not be waived for good cause, but they are subject to equitable tolling. Id. She ordered the appellant to file a statement with supporting documentation on the timeliness issue, including whether the filing deadlines should be equitably tolled. Id. at 6. The parties responded. IAF, Tabs 4, 9-14. Without holding the requested hearing, the administrative judge issued an initial decision denying the appellant’s request for corrective action under VEOA. IAF, Tab 15, Initial Decision (ID) at 1, 6. Specifically, she found that the appellant failed to nonfrivolously allege that his DOL complaint was filed within the 60-day statutory time limit or to allege any basis for equitably tolling the filing deadline. ID at 4-6. She further found that the appellant failed to nonfrivolously allege a VEOA claim. ID at 6 n.5. The appellant has filed a petition for review, and he has included supplemental documentation. Petition for Review (PFR) File, Tabs 7-32.2 The agency has filed a response, PFR File, Tab 35, to which the appellant has replied, PFR File, Tab 36.3 2 The appellant’s initial petition for review was untimely filed by 1 day. PFR File, Tab 1, Tab 2 at 2. He has filed a motion to waive the time limit for filing a petition for review based on illness. PFR File, Tab 34. We find good cause to grant his motion. See Lacy v. Department of the Navy , 78 M.S.P.R. 434, 437 (1998) (explaining that the Board will find good cause for waiver of its filing time limits when a party demonstrates that he suffered from an illness that affected his ability to file on time); see also 5 C.F.R. § 1201.114(g). We further find that the agency has not alleged or shown that it would be prejudiced by a waiver of the time limit. See Moorman v. Department of the Army , 68 M.S.P.R. 60, 63 (1995) (explaining that, if good cause has been demonstrated, then the Board determines whether the agency has shown that it would be prejudiced by a waiver of the time limit), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). 3 The agency has filed a motion for leave to file an additional pleading addressing the appellant’s allegedly new claims raised in his reply. PFR File, Tab 37; see 5 C.F.R. § 1201.114(a)(5). Alternatively, the agency requests the Board to strike such claims for failure to comply with 5 C.F.R. § 1201.114(a)(4). PFR File, Tab 37. We deny the agency’s alternative request because the appellant’s reply elaborates on his claim concerning a new DOL complaint (IL-2018-008-VPH) that he previously set forth in his petition for review. PFR File, Tab 7 at 25, Tab 36 at 7, 9-11, 18-19; cf. Elder v. Department of the Air Force , 124 M.S.P.R. 12, ¶ 22 n.3 (2016) (declining to consider 4 DISCUSSION OF ARGUMENTS ON REVIEW For the following reasons, we vacate the initial decision denying the appellant’s request for corrective action under VEOA, and we dismiss the appeal as untimely filed. See, e.g., Williamson v. U.S. Postal Service , 106 M.S.P.R. 502, ¶¶ 6-8 (2007) (addressing the merits of the appellant’s request for corrective action after first determining that his VEOA appeal was timely filed). Because it is unclear from the existing record what alleged veterans’ preference violations the appellant raised before DOL as part of claim number IL-2018-001-VPH and when he filed such complaint, we are unable to determine whether his DOL complaint was timely filed within the 60-day time limit set forth at 5 U.S.C. § 3330a(a)(2)(A). See Gingery v. Office of Personnel Management , 119 M.S.P.R. 43, ¶ 16 (2012) (explaining that the statute requires that the complaint be filed with DOL within 60 days after the date of the alleged violation of veterans’ preference rights). In particular, although the appellant alleged that he called the DOL hotline and was sent a link to file a claim on August 28, 2017, he did not explain when he filed a complaint. IAF, Tab 4 at 28. Further, the appellant provided evidence of a DOL complaint dated October 20, 2017, in which he alleged that he was denied reinstatement on October 16, 2017, in violation of his veterans’ preference rights.4 IAF, Tab 14 at 9-19. In addition, the appellant submitted a copy of another DOL closeout letter dated January 19, 2018, the agency’s argument that it raised for the first time in its reply). Further, we deny the agency’s motion because we have not considered the appellant’s allegations and evidence concerning the new DOL complaint (IL-2018-008-VPH), which is the subject of a separate VEOA appeal docketed as Hendy v. Department of Veterans Affairs , MSPB Docket No. CH-3330-18-0514-I-1. PFR File, Tab 7 at 25, Tab 36 at 7, 9-11, 18-19; see Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980) (observing that 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); Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (holding 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). 4 Although part of the DOL complaint is also dated October 25, 2017, we need not resolve this discrepancy. IAF, Tab 14 at 9-13. 5 concerning case number IL-2018-002-VPH. IAF, Tab 11 at 22-23. The letter indicates that, on November 21, 2017, the appellant timely filed a VEOA complaint with DOL regarding his alleged nonselection for three positions. Id. The administrative judge did not address either the DOL complaint dated October 20, 2017, or the DOL close-out letter dated January 19, 2018. An appellant has the burden of proving by preponderant evidence the timeliness of his Board appeal. 5 C.F.R. § 1201.57(c)(2). Pursuant to 5 U.S.C. § 3330a(d)(1)(B), a complainant must file a VEOA appeal with the Board within 15 days after he receives written notification from DOL that his VEOA complaint has not been resolved. See Gingery v. Department of the Treasury , 110 M.S.P.R. 83, ¶ 23 (2008). Failure to meet this 15-day statutory filing deadline will result in the dismissal of the VEOA appeal on timeliness grounds unless the appellant can establish a basis for equitable tolling. See id., ¶¶ 24-25 (remanding the VEOA appeal for the administrative judge to provide the parties an opportunity to address whether the 15-day filing deadline should be equitably tolled); see also Williamson, 106 M.S.P.R. 502, ¶ 6 (explaining that the 15-day filing deadline cannot be waived and that the Board must dismiss an appeal filed beyond that deadline, but also that the deadline is subject to equitable tolling) . As an initial matter, we find that the appellant has received clear notice of the precise timeliness issue in this appeal and a full and fair opportunity to litigate it. See Wright v. Department of Transportation , 99 M.S.P.R. 112, ¶¶ 12-13 (2005) (finding that the appellant was entitled to clear notice of the precise timeliness issue in the appeal and a full and fair opportunity to litigate it). IAF, Tab 3 at 5-6, Tab 9 at 11-12 After reviewing the parties’ evidence and argument on the timeliness issue, we find that the appellant has failed to prove that he timely filed his VEOA appeal within the 15-day statutory deadline. The appellant’s submission on review of an email dated November 15, 2017, establishes his receipt of the DOL 6 close-out letter dated November 14, 2017.5 PFR File, Tab 14 at 24-26. In his email to the DOL investigator, the appellant states that he received the letter in person on November 15, 2017, and that he contests the dismissal of his VEOA complaint based on the 60-day statutory deadline. Id. Moreover, we find that the DOL close-out letter constitutes sufficient written notice to trigger the start of the 15-day filing period because the letter clearly informed the appellant that his case had been closed. IAF, Tab 1 at 4-5; see 5 U.S.C. § 3330a(c)(2), (d)(1)(B); see also Shaver v. Department of the Air Force , 106 M.S.P.R. 601, ¶ 4 n.2 (2007) (stating that the 15-day deadline to file a Board appeal does not begin to run until the complainant receives notice, in writing, that DOL’s efforts to investigate and resolve the complaint did not result in resolution of the complaint). Thus, the appellant untimely filed his Board appeal by facsimile on December 14, 2017, beyond the 15-day statutory deadline. IAF, Tab 1; see 5 C.F.R. § 1201.4( l). Moreover, we find that the appellant has not established any of the limited bases for equitably tolling the deadline. See Gingery, 110 M.S.P.R. 83, ¶ 24. The DOL close-out letter notified the appellant that he had the right to file a Board appeal within 15 calendar days from the date of his receipt of the letter. IAF, Tab 1 at 4-5. To the extent the appellant argues that his medical conditions warrant equitable tolling, we find that this does not provide a basis for applying equitable tolling in this matter. PFR File, Tab 7 at 18-19; see Garcia v. Department of Agriculture , 110 M.S.P.R. 371, ¶¶ 5-6 (2009) (discerning no error in the administrative judge’s determination that the appellant’s medical conditions did not justify applying equitable tolling to a VEOA filing deadline). Accordingly, we dismiss this VEOA appeal as untimely filed.6 Further, we forward the appellant’s additional, unadjudicated VEOA claim (based on a DOL close-out letter dated January 19, 2018, concerning case number 5 The parties’ remaining submissions on review do not address the dispositive timeliness issue. PFR File, Tabs 7-32, 35-36. 6 We deny the appellant’s request for a stay to return to work. PFR File, Tab 7 at 27. 7 IL-2018-002-VPH) to the regional office for docketing as a new VEOA appeal.7 IAF, Tab 11 at 22-23. NOTICE OF APPEAL RIGHTS8 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. 7 Although we make no jurisdictional or timeliness findings concerning the appellant’s new VEOA appeal, we acknowledge that he filed the DOL close-out letter on January 25, 2018, in response to the administrative judge’s jurisdictional order. IAF, Tab 11 at 22-23; see Irwin v. Department of Veterans Affairs , 498 U.S. 89, 96 (1990) (explaining that the U.S. Supreme Court had allowed equitable tolling when the complainant “has actively pursued his judicial remedies by filing a defective pleading during the statutory period”). 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. 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 you 9 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. 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 11 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.
Hendy_David_M_CH-3330-18-0110-I-1__Final_Order.pdf
2024-05-03
DAVID M. HENDY v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-3330-18-0110-I-1, May 3, 2024
CH-3330-18-0110-I-1
NP
1,554
https://www.mspb.gov/decisions/nonprecedential/Feehan_MatthewPH-3443-22-0265-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MATTHEW FEEHAN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER PH-3443-22-0265-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Matthew Feehan , Jacksonville, North Carolina, pro se. Paul Kranick , Esquire, Coatesville, 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 his appeal challenging the termination of his temporary appointment. 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. Except as expressly MODIFIED to clarify and supplement the administrative judge’s analysis of the appellant’s status under 5 U.S.C. § 7511(a)(1)(A), we AFFIRM the initial decision. However, we FORWARD the appellant’s whistleblower reprisal claim to the Northeastern Regional Office for docketing as a new individual right of action (IRA) appeal. BACKGROUND Effective June 21, 2022, the appellant, a preference-eligible veteran, received a provisional appointment not to exceed June 20, 2023, to the competitive service position of GS-0341-11 Administrative Officer in the Primary Care Unit at the VA Central Western Massachusetts Healthcare System (CWM HCS) in Leeds, Massachusetts. Initial Appeal File (IAF), Tab 1 at 7. The Standard Form (SF) 50 memorializing the appointment stated that it was made under the legal authority of “Reg 316.402(b)(4).” Id. On June 29, 2022, the appellant sent an email that he classified as a disruptive behavior report to the Director of CWM HCS complaining about ongoing problems that he was having with his direct supervisor and stating that he “require[d] a change.” IAF, Tab 9 at 41. Among other things, he alleged that his supervisor made inappropriate comments during a disagreement, asked for a2 welfare check on him when he failed to show up for work, and failed to secure him a chair with neck support as a reasonable accommodation. Id. at 41-42. On or about that same day, the agency temporarily reassigned the appellant while it reviewed his allegations. Id. at 13. A few days later, the appellant submitted additional allegations, including that his former direct supervisor had violated the Health Insurance Portability and Accountability Act (HIPAA) by accessing his protected health information when she coordinated the welfare check on him. Id. at 34. On July 6, 2022, the appellant filed a privacy complaint with the agency’s privacy officer alleging that the agency violated his rights under HIPAA on multiple occasions. IAF, Tab 1 at 5, 8. By email dated July 7, 2022, the office of the Director notified the appellant that it had not been able to “substantiate any policy violations” and informed him that he was being returned to his position of hire under his former direct supervisor and offered mediation in addition to addressing his other concerns. Id. at 9. The appellant filed the instant appeal with the Board that same day. Id. at 1. He alleged that the agency prematurely closed an open investigation into suspected HIPAA violations and that “the VA [was] railroading [him] into a position without any consideration of the law and in retaliation for [his] reporting of the suspected HIPAA violation.” Id. at 5. The administrative judge issued a general acknowledgement order informing the appellant that the Board may not have jurisdiction over his appeal and ordering him to file evidence and argument as to jurisdiction. IAF, Tab 2 at 2-4. The appellant responded, reasserting that the agency had retaliated against him for his privacy and disruptive behavior complaints when it reassigned him back to his original supervisor. IAF, Tab 3. The appellant subsequently notified the administrative judge that, by letter dated July 11, 2022, the agency informed him that it was terminating his temporary appointment effective July 24, 2022, due to his interacting with staff in a manner that was disrespectful and not in accordance with the agency’s values. IAF, Tab 5 at 3, Tab 6 at 4, 8. Thereafter, the agency filed a motion to dismiss the3 appeal for lack of jurisdiction, arguing that the appellant was a probationary employee and not an “employee” under 5 U.S.C. § 7511(a)(1), and that he did not allege grounds for jurisdiction under Office of Personnel Management regulations providing limited appeal rights for probationary employees. IAF, Tab 7. The appellant replied, arguing that he had alleged discrimination based on his marital status and for partisan political reasons. IAF, Tab 8. Without holding the requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 11, Initial Decision (ID) at 1, 5. The administrative judge found that, based on the language of 5 C.F.R. § 316.402(b)(4), the legal authority cited for the appellant’s provisional appointment, and Board caselaw, the appellant was not serving a probationary or trial period when his appointment was terminated and thus the regulations providing probationary employees with limited appeal rights were not applicable. ID at 4. She then concluded that the appellant did not meet the definition of an “employee” with Board appeal rights and that, in the absence of an otherwise appealable matter, the Board did not have jurisdiction over his claim of retaliation for engaging in protected activity. ID at 4-5. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. He makes several arguments, including that the administrative judge made errors of law, erred in admitting late filings and ignoring his motion for sanctions, and omitted material facts from her statement of the case. Id. at 4-14. The agency has filed a response. PFR File, Tab 3. The appellant has filed a reply. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the Board lacks jurisdiction over the termination of the appellant’s temporary appointment. 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 Board does not have4 jurisdiction over all matters involving a Federal employee that are allegedly unfair or incorrect. Johnson v. U.S. Postal Service , 67 M.S.P.R. 573, 577 (1995). 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). See Walker v. Department of the Army , 119 M.S.P.R. 391, ¶ 5 (2013). Title 5 U.S.C. § 7511(a)(1)(A) defines an “employee” as an individual in the competitive service who (i) is not serving a probationary or trial period under an initial appointment, or (ii) has completed 1 year of current continuous service under other than a temporary appointment limited to 1 year or less. 5 U.S.C. § 7511(a)(1)(A). The two prongs of the statutory definition are distinct and provide alternatives by which an individual may be found to be an employee with appeal rights. McCormick v. Department of the Air Force , 307 F.3d 1339, 1342-43 (Fed. Cir. 2002). However, a temporary appointee who lacks the requisite length of service to satisfy subsection (A)(ii) does not have adverse action appeal rights merely because he meets the literal terms of subsection (A) (i); the Board has consistently held that a temporary appointee is an “employee” with appeal rights under 5 U.S.C. § 7511(a)(1) only if at the time of the action he had 1 year of current continuous service under other than a temporary appointment limited to 1 year or less. Johnson v. Department of Veterans Affairs , 99 M.S.P.R. 362, ¶¶ 4-7 (2005). Probationary employees in the competitive service who do not satisfy either definition may nevertheless have the right to appeal a termination to the Board under 5 C.F.R. §§ 315.805-.806 by showing that the termination was based on marital status or partisan political reasons, or that the action was procedurally improper. Tarr v. Department of Veterans Affairs, 115 M.S.P.R. 216, ¶ 10 (2010). If the appellant in an adverse action appeal makes a nonfrivolous allegation of jurisdiction, i.e., an allegation that, if proven, could establish the Board’s jurisdiction, he is entitled to a hearing at which he must prove jurisdiction by a5 preponderance of the evidence.2 Garcia v. Department of Homeland Security , 437 F.3d 1322, 1344 (Fed. Cir. 2006) (en banc). Before dismissing an appeal for lack of jurisdiction, an administrative judge must provide an appellant with explicit information on what is required to establish an appealable jurisdictional issue and an opportunity to meet that burden. Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985). Here, the appellant’s SF-50 states that his provisional appointment was made under 5 C.F.R. § 316.402(b)(4). IAF, Tab 1 at 7. Title 5 C.F.R. part 316, subpart D is entitled “Temporary Limited Employment,” and the cited provision provides procedures for making noncompetitive temporary appointments for veterans with compensable service-connected disabilities of 30 percent or more. 5 C.F.R. § 316.402(b)(4). As the administrative judge correctly stated in the initial decision, the Board held in Tschumy v. Department of Defense , 104 M.S.P.R. 488, ¶ 14 (2007), that there is nothing in the Board’s regulations or elsewhere that requires individuals appointed under 5 C.F.R. part 316, subpart D to serve a probationary period or a trial period. ID at 4. As such, we agree with her that the appellant was not serving a probationary or trial period when his appointment was terminated and that the regulations providing limited appeal rights for probationary employees, and the appellant’s arguments on this point, are inapplicable and immaterial. ID at 4; IAF, Tab 8; PFR File, Tab 1 at 11. The appellant’s bare assertion on review that the administrative judge erroneously relied on Tschumy is unavailing. PFR File, Tab 1 at 10. We also agree with the administrative judge’s conclusion that the appellant failed to nonfrivolously allege that he is an “employee” with Board appeal rights under 5 U.S.C. § 7511(a)(1)(A). ID at 3-5. Because the administrative judge did 2 The appellant argues on review that the administrative judge improperly flipped the burden of proof from nonfrivolous to a preponderance of the evidence standard. PFR File, Tab 1 at 13. This assertion is without merit, however, as the administrative judge clearly applied the nonfrivolous standard in concluding that the appellant “failed to assert a nonfrivolous allegation of Board jurisdiction over his appeal.” ID at 3, 5.6 not make clear findings as to 5 U.S.C. § 7511(a)(1)(A)(i) and (ii), however, we supplement her analysis herein. ID at 4. In this case, although the appellant may meet the literal terms of 5 U.S.C. § 7511(a)(1)(A)(i) because, as discussed above, he was not serving a probationary or trial period under an initial appointment at the time of his separation, he failed to nonfrivolously allege that he had completed 1 year of current continuous service under other than a temporary appointment limited to 1 year or less, which is dispositive. See Johnson, 99 M.S.P.R. 362, ¶¶ 4-7. The appellant’s appointment SF-50 expressly states that the appointment was “temporary” and not to exceed June 20, 2023. IAF, Tab 1 at 7. The appointment was made under 5 C.F.R. § 316.402(b)(4), and appointments made under this subpart are generally not made for more than 1 year. Id.; 5 C.F.R. § 316.401(c). Although the appellant’s appointment SF-50 stated that the appellant would be “eligible for conversion to career-conditional [appointment] one pay period after [his enter on duty] date,” both the SF-52 requesting the termination of his appointment and the agency’s termination letter refer to his appointment as “temporary.” IAF, Tab 1 at 7, Tab 6 at 8, Tab 9 at 9. Further, we note for argument’s sake that there is no evidence in the record indicating that the appellant had service under prior appointments that could count toward the completion of the year of current continuous service sufficient to bring him within the definition of an “employee.”3 See Tschumy, 104 M.S.P.R. 3 The appellant stated on his initial appeal form that he had 4 years of Government service; however, there is no documentation in the record to support this. IAF, Tab 1 at 1. The appellant’s appointment SF-50 lists his service computation date as April 20, 2020, but this appears to account for a notation that states that the appellant had 2 years, 1 month, and 29 days of creditable military service. Id. at 7. “Current continuous service” does not include military service. Wilder v. Merit Systems Protection Board , 675 F.3d 1319, 1322-23 (Fed. Cir. 2012 ). The record also contains the appellant’s SF-144 Statement of Prior Federal Service in which he indicates that his resume lists all of his Federal civilian service. IAF, Tab 9 at 47. The appellant’s resume reflects that he worked for the Department of Justice as a Summer Law Intern from April 2018, until August 2018, and as a Law Clerk from September 2019, until October 2019. Id. at 49-50. However, the Board has held that, for competitive service employees, “current continuous service” means a period of employment or service immediately preceding an adverse action without a break in Federal civilian7 488, ¶ 9 n.4. Accordingly, at the time of his separation, the appellant had not completed 1 year of current continuous service under other than a temporary appointment limited to 1 year or less. He was therefore not an “employee” under 5 U.S.C. § 7511 with appeal rights to the Board, and the administrative judge properly found that the Board lacks jurisdiction over the termination of his temporary appointment. ID at 5. On review, the appellant claims that the administrative judge failed to properly notify him of what he had to do to establish that he was an “employee” with Board appeal rights. PFR File, Tab 1 at 13-14. As noted above, an appellant must receive explicit information on what is required to establish Board jurisdiction before his claim is dismissed for lack of jurisdiction. Burgess, 758 F.2d at 643-44. However, an administrative judge’s failure to provide an appellant with a proper Burgess notice can be cured if the agency’s pleadings contain the notice that was otherwise lacking, or if the initial decision puts the appellant on notice of what he must do to establish jurisdiction, thus affording him the opportunity to meet his burden on petition for review. Harris v. U.S. Postal Service, 112 M.S.P.R. 186, ¶ 9 (2009). Here, the administrative judge did not issue a jurisdictional or other order meeting the Burgess requirements. However, the agency’s motion to dismiss asserted that the Board lacked jurisdiction over the appeal and adequately discussed how to establish “employee” status under 5 U.S.C. § 7511. IAF, Tab 7. The appellant responded to the agency’s motion but did not discuss 5 U.S.C. § 7511(a)(1)(A)(i) or (ii). IAF, Tab 8. Further, the initial decision restated these requirements, albeit briefly, and properly notified the appellant of the legal authority cited for his temporary appointment and that the regulations providing probationary employees with limited appeal rights were not applicable to him. ID at 3-4. The appellant employment of a workday. Ellefson v. Department of the Army , 98 M.S.P.R. 191, ¶ 14 (2005); see 5 C.F.R. § 752.402. 8 was therefore placed on notice of the chapter 75 jurisdictional question in this case and provided an opportunity to address the issue. We forward the appellant’s whistleblower reprisal claim for further proceedings because the appellant did not receive explicit notice of what is required to establish Board jurisdiction. Although we find that the appellant received adequate notice of what was required to establish Board jurisdiction under 5 U.S.C. chapter 75, we find that the instant appeal needs to be forwarded to the regional office for further proceedings based on the appellant’s whistleblower retaliation claim. As discussed above, on his initial appeal form, although the appellant indicated that he did not file a whistleblowing complaint with the Office of Special Counsel (OSC), he alleged that the agency reassigned him back to his original supervisor “in retaliation for [his] reporting of the suspected HIPAA violation.” IAF, Tab 1 at 4-5. He reiterated that claim in detail in his jurisdictional response, indicating that he made a protected disclosure under 5 U.S.C. § 2302(b)(8), and he has renewed this claim on review. IAF, Tab 3 at 5-6; PFR File, Tab 1 at 11-12. As the administrative judge noted in her initial decision, the Board lacks jurisdiction over a whistleblower reprisal claim raised as an affirmative defense unless it is raised in connection with an otherwise appealable action.4 ID at 5; see Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980) (finding 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). The appellant has not shown that the Board has jurisdiction over the termination of his temporary appointment for the reasons discussed above, and the Board therefore lacks jurisdiction over the appellant’s whistleblower reprisal claims in that context. Nevertheless, the Board may consider the appellant’s whistleblower reprisal claim in an IRA appeal if he satisfies the jurisdictional requirements. See 4 For this reason, the Board lacks jurisdiction over the appellant’s claim that the agency terminated him because of his disabilities. PFR File, Tab 1 at 11; IAF, Tab 6 at 5. 9 Neice v. Department of Homeland Security , 105 M.S.P.R. 211, ¶¶ 13-14 (2007) (finding that, although the Board lacked jurisdiction over the appellant’s resignation as an otherwise appealable action, the Board would consider any whistleblower reprisal claims that satisfied the jurisdictional requirements of an IRA appeal). However, the administrative judge did not notify the appellant of the jurisdictional requirements for an IRA appeal in her acknowledgement order or in the initial decision, and neither the agency’s motion to dismiss nor its other filings cured that defect. IAF, Tab 2, Tab 7; see Burgess, 758 F.2d at 643-44; Harris, 112 M.S.P.R. 186, ¶ 9. The appellant needs to be advised that to establish Board jurisdiction over an IRA appeal, he 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)(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). Because the appellant was not so informed, it is necessary to FORWARD his whistleblower retaliation allegation to the Board’s Northeastern Regional Office for docketing as an IRA appeal and for further adjudication in accordance with this Final Order.5 5 We have considered the appellant’s remaining arguments, including his claims that the administrative judge improperly ignored his motion for sanctions, improperly relied on the late-filed agency file, erroneously omitted material facts from her statement of the case, and his suggestion that the administrative judge was biased towards the agency. PFR File, Tab 1 at 4-14. However, we find that these arguments do not present a basis for granting the appellant’s petition for review. See 5 C.F.R. § 1201.115.10 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.11 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 any12 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’s13 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. 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
Feehan_MatthewPH-3443-22-0265-I-1__Final_Order.pdf
2024-05-03
MATTHEW FEEHAN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. PH-3443-22-0265-I-1, May 3, 2024
PH-3443-22-0265-I-1
NP
1,555
https://www.mspb.gov/decisions/nonprecedential/Brown_Constance_G_DC-0752-17-0799-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CONSTANCE GERALDINE BROWN, Appellant, v. DEPARTMENT OF TRANSPORTATION, Agency.DOCKET NUMBER DC-0752-17-0799-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Constance Geraldine Brown , Alexandria, Virginia, pro se. Jose Ortiz , 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 affirmed her 30-day suspension. 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 supplement the analysis of the insubordination charge, we AFFIRM the initial decision. BACKGROUND The agency employed the appellant as a Contract Specialist in the Acquisition and Contracting Office of its Federal Aviation Administration (FAA). Initial Appeal File (IAF), Tab 6 at 4. Her duties included administering the FAA’s contract with Global Engineering & Management Services (GEMS). Id. at 18. The GEMS contract provides contractor support for the FAA’s Next Generation Air Transportation System (NextGen) program, which is one of the FAA’s top priorities. IAF, Tab 7 at 42. On July 10, 2017, the agency proposed the appellant’s suspension for 30 calendar days based on the charge of insubordination. IAF, Tab 6 at 18-21. Specifically, the agency alleged that the appellant refused to sign a GEMS contract modification authorizing the hiring of contractor support staff for the NextGen program because she believed that doing so would violate a January 23, 2017 Presidential Memorandum2 instituting a Federal hiring freeze.3 Id. at 18. 2 The parties at times incorrectly refer to the January 23, 2017 issuance by the President as an Executive Order, but it was issued as a Presidential Memorandum. IAF, Tab 25 at 30-31. 3 The appellant first refused to sign the contract modification in February 2017, resulting in a 14-day suspension, which she served from April 4 through April 17, 2017.2 The agency attached evidence to its proposal notice showing that the appellant sought and received advice from managers and legal opinions from attorneys within the FAA’s Office of Chief Counsel who determined that performing the contract modification as requested would not violate the Presidential Memorandum that instituted the hiring freeze. Id. at 22-46. The agency additionally attached an April 12, 2017 memorandum that lifted the President’s hiring freeze. Id. at 48-49. The appellant replied to the proposal notice, reiterating her belief that the hiring of contractor support staff as requested would violate the President’s hiring freeze. Id. at 16. She also argued that she already had been disciplined for the same action. Id. at 15. After considering her reply, the deciding official sustained the 30-day suspension, effective August 31 through September 29, 2017. Id. at 6-9. The appellant filed an appeal of the suspension and requested a hearing. IAF, Tab 1 at 2-3. During the proceedings below, however, she refused to participate in discovery. IAF, Tab 19. Consequently, the administrative judge granted the agency’s motion for sanctions concerning discovery. Id. Thereafter, the appellant failed to attend the prehearing conference or file a prehearing submission. IAF, Tab 24. As a result, the administrative judge canceled the hearing, notified the appellant that the appeal would be decided on the written record, and provided the parties an opportunity to submit additional evidence prior to the close of the record. Id. In response, the agency filed a closing brief. IAF, Tabs 25-26. Based on the written record, the administrative judge issued an initial decision affirming the 30-day suspension. IAF, Tab 29, Initial Decision (ID). She found that the appellant’s refusal to sign the contract modification constituted insubordination and that the agency proved its charge. ID at 4-6. She further found that the penalty was within the bounds of reasonableness. ID at 7. As to the appellant’s claim that the suspension was duplicative considering she already IAF, Tab 7 at 4, 6. 3 had served a 14-day suspension for failing to execute the same contract, the administrative judge found that the agency’s use of progressive discipline in the hope of rehabilitating the appellant did not give her license to repeat her misconduct with impunity once she had been disciplined for her first offense. ID at 6-7. The administrative judge also found that, although the appellant’s refusal related to the same contract, there were two or more separate and distinct incidents in which she knowingly refused to follow orders. ID at 7. She reasoned that the appellant’s belief that, once she served the first suspension, she was immune from discipline for future repeated misconduct was unfounded as well as nonsensical. Id. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has responded in opposition. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW Insubordination is the willful and intentional refusal to obey an authorized order of a superior officer that the officer is entitled to have obeyed. See Parbs v. U.S. Postal Service , 107 M.S.P.R. 559, ¶ 13 (2007), aff’d per curiam , 301 F. App’x 923 (Fed. Cir. 2008). It requires proof of intent, which is a state of mind that generally is proven by circumstantial evidence in the context of an insubordination charge. Id. Unless the order is clearly unlawful, an employee must first obey the order and then challenge its validity—even when there is substantial reason to believe that an order is improper—except in extreme or unusual circumstances in which the employee would be placed in a clearly dangerous situation or which would cause her irreparable harm. Pedeleose v. Department of Defense , 110 M.S.P.R. 508, ¶¶ 16-18, aff’d, 343 F. App’x 605 (Fed. Cir. 2009); see Parbs, 107 M.S.P.R. 559, ¶ 19. This rule reflects the fundamental management right to expect that its decisions will be obeyed and its instructions carried out. Pedeleose, 110 M.S.P.R. 508, ¶ 16. 4 Here, the administrative judge properly found, and the appellant does not dispute, that the appellant willfully and intentionally refused the agency’s order to execute the contract. ID at 6. She further found that, even if the appellant believed the order to be unlawful, she should have followed the order and taken steps to challenge its validity through the appropriate internal channels. Id. Although the appellant generally disagrees with this determination on review, she has shown no basis to disturb it. PFR File, Tab 1 at 1-2. Specifically, she has failed to show that the agency’s order was clearly unlawful. Indeed, the appellant’s only objection to obeying the order was her belief that it violated the January 23, 2017 Presidential Memorandum instituting a hiring freeze, which she concedes had since been lifted. Id. at 2; IAF, Tab 6 at 49. Moreover, she had received legal opinions from the FAA’s Office of Chief Counsel informing her that the agency’s order did not violate the January 23, 2017 Presidential Memorandum. IAF, Tab 6 at 28-29. Further, she has failed to show that executing the contract would have placed her in a clearly dangerous situation or caused her irreparable harm. Under these circumstances, the appellant was not justified in refusing to obey the order, and the administrative judge correctly sustained the charge of insubordination. See Bowen v. Department of the Navy , 112 M.S.P.R. 607, ¶ 15 (2009) (finding that, even when the appellant believed that an order was improper because the agency had not complied with its labor relations obligations, he still was required to first comply with the order and then register his complaint or grievance), aff’d, 402 F. App’x 521 (Fed. Cir. 2010). On review, the appellant continues to argue that she is being disciplined twice for the same misconduct. PFR File, Tab 1 at 1-2. We are not persuaded by this argument, however, because the appellant’s misconduct here, although relating to the same contract, is separate and distinct from the misconduct for which she served a 14-day suspension. See Bowen, 112 M.S.P.R. 607, ¶ 13 (finding that a letter of reprimand for misconduct committed on March 6, 2008, was distinguishable from a removal proposal based on insubordinate conduct on5 different dates in February and March of 2008). In addition, we find that the administrative judge properly concluded that the suspension penalty was within the bounds of reasonableness.4 ID at 7 (citing Redfearn v. Department of Labor , 58 M.S.P.R. 307, 316 (1993)). Accordingly, we affirm the 30-day suspension.5 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 4 When the appellant engaged in the conduct at issue here, 5 U.S.C. § 2302(b)(9)(D) made it a prohibited personnel practice to take an action against an employee for “refusing to obey an order that would require the individual to violate a law.” IAF, Tab 6 at 18. On June 14, 2017, after the appellant engaged in the conduct at issue here but before the agency issued the notice of a proposed 30-day suspension, the President signed into law the Follow the Rules Act, which amended section 2302(b)(9)(D) by making it a prohibited personnel practice to take an action against an employee for “refusing to obey an order that would require the individual to violate a law, rule, or regulation.” Pub. L. No. 115-40, 131 Stat. 861 (2017). Regardless of which section 2302(b)(9)(D) applies, and even if the January 23, 2017 Presidential Memorandum constituted a law, rule, or regulation under the applicable section, we find that the agency’s order was lawful because the hiring freeze instituted by the January 23, 2017 Presidential Memorandum was lifted on April 12, 2017, and, thus, not in effect when the appellant was given the order to execute the contract modification at issue. IAF, Tab 6 at 48-49. Accordingly, to the extent that the appellant contends that the agency committed a prohibited personnel practice and violated the Whistleblower Protection Enhancement Act of 2012 when it ordered her to execute the contract modification, we find the argument unavailing. 5 On review, the appellant submits alleged new evidence in the form of an email communication dated January 30, 2017, and the initial decision in this matter. PFR File, Tab 1 at 3-19. However, this evidence is included in the record below and provides no basis to disturb the initial decision. IAF, Tab 25 at 38-39; ID; see Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980 ) (holding that evidence that is already a part of the record is not new). 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 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. 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. (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 the8 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.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 of9 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. 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
Brown_Constance_G_DC-0752-17-0799-I-1__Final_Order.pdf
2024-05-03
CONSTANCE GERALDINE BROWN v. DEPARTMENT OF TRANSPORTATION, MSPB Docket No. DC-0752-17-0799-I-1, May 3, 2024
DC-0752-17-0799-I-1
NP
1,556
https://www.mspb.gov/decisions/nonprecedential/Gelin_YvesNY-0752-23-0038-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD YVES GELIN, Appellant, v. DEPARTMENT OF THE TREASURY, Agency.DOCKET NUMBER NY-0752-23-0038-I-1 DATE: May 3, 2024 THIS ORDER IS NONPRECEDENTIAL1 Yves Gelin , Yonkers, New York, pro se. Ariya McGrew , Esquire, New York, New York, 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 delay. For the reasons set forth herein, we GRANT the appellant’s petition for review. We VACATE the initial decision and REMAND the matter to the New York Field Office for a hearing on the timeliness issue. 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). ANALYSIS If an appellant can establish a factual dispute as to whether he timely filed his appeal and he requested a hearing, he is entitled to a timeliness hearing. Nelson v. U.S. Postal Service , 88 M.S.P.R. 331, ¶ 5 (2001). Here, the appellant argued below that he first received the agency’s final agency decision (FAD) when he contacted the agency and requested it on December 20, 2022, and denied that he received it when the agency first sent it by email on September 7, 2022. Initial Appeal File (IAF), Tab 10 at 11. He reasserts these arguments on review. Petition for Review (PFR) File, Tab 1 at 1. The appellant also asserts that the email address that the FAD was sent to differs from the address he provided to the agency. PFR File, Tab 4 at 3; see IAF, Tab 12 at 4-5 (sworn affidavit from the agency explaining why the email address identified on the certificate of service for the FAD differs from the address to which the agency actually sent the FAD). Finally, in support of his claim that he did not receive the FAD on September 7, 2022, the appellant provided an email demonstrating that he contacted the agency on December 16, 2022, and inquired about the status of his FAD. IAF, Tab 10 at 3. The appellant filed his Board appeal challenging his removal on December 21, 2022.2 The date that the appellant received the FAD determines the date by which he was required to file his Board appeal challenging the FAD. See Williams v. U.S. Postal Service , 115 M.S.P.R. 318, ¶ 7 (2010) (noting that an employee who files a timely formal complaint of discrimination with his employing agency regarding a matter that is within the Board’s jurisdiction may also file an appeal with the Board, and that to be considered timely, the appeal 2 The administrative judge determined that the appellant’s Board appeal was filed on January 6, 2023, but that finding was in error. IAF, Tab 14, Initial Decision at 1. The envelope containing the appellant’s Board appeal is postmarked December 21, 2022, and so that is the date his appeal is deemed filed. IAF, Tab 1 at 28; see 5 C.F.R. § 1201.4(l) (“The date of filing by mail is determined by the postmark date.”).2 must be filed within 30 days after the employee receives the FAD); 5 C.F.R. § 1201.154(b)(1). The administrative judge did not issue an order on timeliness and so the appellant was not provided with specific notice of his burden to establish the timeliness of his appeal. See Farooq v. Corporation for National and Community Service, 109 M.S.P.R. 73, ¶ 12 (2008) (noting that before an appeal can be dismissed on timeliness grounds, the appellant must receive notice of the specific timeliness issue presented by the circumstances of his case); see also Schorr v. Department of the Navy , 79 M.S.P.R. 594, ¶¶ 12-13 (1998) (stating that the appellant “cannot be expected to fight a fog of generality” and that he must be put on clear notice of the timeliness issue and given a full opportunity to litigate it) (quoting Hamilton v. Merit Systems Protection Board , 75 F.3d 639, 646 (Fed. Cir. 1996)). Because the appellant has raised a factual dispute regarding when he first received the FAD, and consequently, whether his Board appeal was timely filed on December 21, 2022, he is entitled to a hearing on the timeliness issue. IAF, Tab 5; Nelson, 88 M.S.P.R. 331, ¶ 5; see Stout v. Merit Systems Protection Board , 389 F.3d 1233, 1241 (Fed. Cir. 2004) (“[T]he [administrative judge] must . . . inform the appellant that he is entitled to . . . a [timeliness] hearing upon a showing of a factual dispute material to the issue of timeliness.”). Given these circumstances, we remand the appeal for the administrative judge to conduct a timeliness hearing.3 ORDER For the reasons discussed above, we remand this case to the New York Field Office for further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.4
Gelin_YvesNY-0752-23-0038-I-1__Remand_Order.pdf
2024-05-03
YVES GELIN v. DEPARTMENT OF THE TREASURY, MSPB Docket No. NY-0752-23-0038-I-1, May 3, 2024
NY-0752-23-0038-I-1
NP
1,557
https://www.mspb.gov/decisions/nonprecedential/Lopez_Arturo_S_DA-0752-18-0107-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ARTURO S. LOPEZ, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER DA-0752-18-0107-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Raul B. Castorena , Laughlin AFB, Texas, for the appellant. Charles R. Vaith , Esquire, and Caroline H. Greenfield , Esquire, Randolph AFB, 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 affirmed 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). 2 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 the administrative judge’s analysis concerning the appellant’s affirmative defense of reprisal for whistleblowing, we AFFIRM the initial decision. The agency removed the appellant based on a single charge of Falsification of an Official Government Document in that, on August 10, 2015, he falsely answered “no” to a question on his Official Form (OF) 306 about being fired from a position within the last 5 years. Initial Appeal File (IAF), Tab 6 at 75, 87. The appellant completed his OF-306 using the agency’s online e-QIP system, and he alleged that the system locked him out before he was finished and somehow recorded an incorrect answer. Hearing Compact Disc (HCD) (testimony of the appellant); Petition for Review (PFR) File, Tab 1 at 9-11. The administrative judge found that the appellant’s testimony was not credible. IAF, Tab 41, Initial Decision (ID) at 9-10. She noted in particular that the OF-306 afforded the appellant the opportunity to provide additional information to several yes/no questions and that he in fact had done so for a question about the employment of his relatives, but not for his own employment history. ID at 9. The appellant has not proffered a sufficiently sound reason to set aside the administrative judge’s credibility determinations in this case. See Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) . On review, the appellant contends for the first time that “[t]he issue they have brought up concerning the Form 306 is a . . . lie” because he informed his 3 second-line supervisor in October or November 2015 that he had been fired from his contractor position. PFR File, Tab 1 at 2, 8. The appellant, who was represented by an attorney at the time, did not raise this claim in his response to the notice of proposed removal, IAF, Tab 6 at 79-81, and he did not raise this claim before the administrative judge. The Board 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). The appellant contended below that the agency violated the collective bargaining agreement when it failed to interview him during its investigation into his misconduct. However, the administrative judge correctly found that the relevant contract provision required the agency to “ascertain all pertinent facts for and against the employee,” but did not require an investigatory interview. ID at 15-16; IAF, Tab 6 at 14. The appellant contended below and continues to argue on review that the agency committed harmful error by failing to serve him with the notice of removal. PFR File, Tab 1 at 4. The appellant stated on his appeal form that he received the decision notice on November 2, 2017, IAF, Tab 1 at 5, a full 3 weeks earlier than he testified. ID at 17. Moreover, the appellant received his notice and filed a timely appeal, so any error was not harmful. The appellant contends for the first time on review that the agency violated his due process rights when it did not give him notice and an opportunity to respond to the Douglas2 factors that the deciding official considered aggravating. PFR File, Tab 1 at 8. The appellant was on notice that the deciding official completed a Douglas factors worksheet at least since the agency submitted its file in this case. IAF, Tab 6 at 22-31. He has not, however, explained why he did not raise this argument below and, therefore, the Board need not consider it. See Banks, 4 M.S.P.R. at 271. 2 Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981). 4 The appellant contended that the removal action constituted retaliation for his prior equal employment opportunity (EEO) activity and for filing Inspector General (IG) complaints (i.e., for whistleblowing). To establish a claim of retaliation for protected EEO activity, an appellant must show that the prohibited consideration was at least a motivating factor in the personnel action at issue. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 21-22. Here, the administrative judge correctly found that both the proposing and deciding officials were aware of the appellant’s relatively recent EEO activity. She also found that they both testified credibly that the appellant’s EEO activity did not weigh into their decision to propose and effect the removal action. ID at 14. The appellant made no effort to elicit testimony from either witness that might have shown a retaliatory motive, and he introduced no circumstantial evidence of retaliation. Instead, he relies solely on his supervisors’ awareness of his EEO complaint as proof of retaliation. The administrative judge correctly found that the appellant’s unsupported claims did not show EEO retaliation.3 In whistleblower claims involving an otherwise appealable action, once the agency proves its case, as it has done here, the appellant must show by preponderant evidence that he engaged in protected whistleblowing activity, and that the disclosure or activity was a contributing factor in the agency’s personnel action. Elder v. Department of the Air Force , 124 M.S.P.R. 12, ¶ 39 (2016). If the appellant makes a prima facie case of reprisal for whistleblowing, the burden shifts to the agency to show by clear and convincing evidence that it would have taken the same action absent any protected activity. Id. The appellant engaged in two types of protected activity under 5 U.S.C. § 2302(b)(9)(C). He filed several IG complaints and he filed a complaint with the Office of Special Counsel (OSC). The administrative judge 3 Because we affirm the administrative judge’s finding that the appellant failed to show that any prohibited consideration was a motivating factor in the agency’s action, we need not resolve the issue of whether the appellant proved that retaliation was a “but-for” cause of the agency’s decision. See Pridgen, 2022 MSPB 31, ¶¶ 20-22, 29-33. 5 found that, assuming that the appellant disclosed information he reasonably believed evidenced a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, or a substantial and specific danger to public health or safety, he failed to show that his activity was a contributing factor in the removal action. ID at 12. We find that the administrative judge’s reasoning was flawed. First, the appellant’s IG and OSC complaints are protected under 5 U.S.C. § 2302(b)(9)(C). The protection contained in § 2302(b)(9)(C) is for the activity of going to the IG or OSC. Corthell v. Department of Homeland Security, 123 M.S.P.R. 417, ¶ 11 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MPSB 39. The subject matter of the appellant’s complaints need not concern matters protected under § 2302(b)(8) to be protected under § 2302(b)(9)(C). Special Counsel v. Hathaway , 49 M.S.P.R. 595, 612 (1991), recons. denied, 52 M.S.P.R. 375 (1992), aff’d, 981 F.2d 1237 (Fed. Cir. 1992), abrogation on other grounds recognized by Special Counsel v. Santella, 65 M.S.P.R. 452 (1994). Thus, the administrative judge’s mention of the reasonable belief test and the types of disclosures protected under § 2302(b) (8) was not germane. Second, the administrative judge found that the deciding official was “unaware of complaints to the Inspector General or Office of Special Counsel, although he knew the appellant had made some complaints about safety.” ID at 12. Based on the deciding official’s lack of knowledge, she found that the appellant failed to prove contributing factor. However, she later found that the proposing and deciding officials “testified that they knew the appellant had filed Inspector General and EEO complaints.” ID at 14. This second statement was incorrect. The deciding official testified that he was not aware of any IG complaints, only of some safety complaints. HCD (testimony of the deciding official). The proposing official testified that he was aware of EEO complaints but not IG or OSC complaints and did not mention safety complaints. HCD (testimony of the proposing official). 6 In an October 21, 2016 IG complaint, the appellant reported noncompliance with various directives and falsifying aircraft maintenance forms. IAF, Tab 23 at 9. In a January 14, 2017 IG complaint, he reported employees falsely signing off on aircraft maintenance tasks that had not actually been performed. Id. at 8. In an October 3, 2017 IG complaint, the appellant alleged that an aircraft being towed crashed into a parked aircraft because management did not properly train employees how to tow aircraft and did not properly supervise the maneuver. Id. at 5. In his OSC complaint, he reported that he disclosed, inter alia, aircraft safety air-worthiness, jeopardizing pilot safety, and falsifying maintenance records. Id. at 10. The appellant’s IG and OSC complaints are protected regardless of their subject matter, and we find that they can fairly be characterized as complaints pertaining to safety, among other things. However, although the record shows that the deciding official was aware that the appellant made safety complaints, there is no evidence that he was aware that the appellant made safety complaints, or any other types of complaints, to either the IG or OSC. An employee may demonstrate that a disclosure was a contributing factor in a covered personnel action through circumstantial evidence, such as the acting official’s knowledge of the disclosure and the timing of the personnel action. Nasuti v. Department of State, 120 M.S.P.R. 588, ¶ 7 (2014). An appellant may also satisfy the knowledge prong of the knowledge/timing test by proving that the official taking the action had constructive knowledge of the protected disclosure, even if the official lacked actual knowledge. Id. Here, because the protection contained in § 2302(b)(9)(C) is for the activity of going to the IG or OSC, see Corthell, 123 M.S.P.R. 417, ¶ 11, and because the appellant has not shown that the deciding official was specifically aware, or had constructive knowledge, of 7 either the appellant’s IG activity or his OSC activity, the appellant has not established contributing factor through the knowledge/timing test.4 When, as here, all of the agency’s charges are sustained, the Board will review the agency-imposed penalty only to determine if the agency considered all the relevant factors and exercised management discretion within the tolerable limits of reasonableness. Ellis v. Department of Defense , 114 M.S.P.R. 407, ¶ 11 (2010). In making this determination, the Board must give due weight to the agency’s primary discretion in maintaining employee discipline and efficiency, recognizing that the Board’s function is not to displace management’s responsibility, but to ensure that managerial judgment has been properly exercised. Id. The Board will modify or mitigate an agency-imposed penalty only when it finds the agency failed to weigh the relevant factors or the penalty clearly exceeds the bounds of reasonableness. Id. As noted above, the deciding official testified that he considered the appellant’s misconduct to be very serious because it showed that his certification on aircraft maintenance forms could not be relied upon to show that the maintenance had been performed and the aircraft was safe to fly. HCD (testimony of the deciding official). The deciding official also considered that the appellant had, within the previous year, been suspended for 5 days based on charges of failure to observe safety practices (relating to his part in an accident that happened when an aircraft was towed improperly) and disregard of directives. Id.; IAF, Tab 6 at 61-64. The disregard of directives charge concerns the appellant’s failure to complete aircraft maintenance forms and is therefore similar to some extent to the misconduct for which he was removed. 4 An appellant may also establish contributing factor through 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 at the proposing or deciding officials, 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). Even considering these other factors set forth in Dorney, we find that the appellant has failed to establish contributing factor. 8 In addition, the deciding official completed a Douglas factors worksheet, which he affirmed and adopted as his testimony at the hearing. HCD (testimony of the deciding official); IAF, Tab 6 at 22-32. Therein, the deciding official considered the following mitigating factors: The appellant’s 26 months of service and satisfactory performance record and the absence of any notoriety surrounding his misconduct. The penalty of removal is consistent with the agency’s table of penalties. IAF, Tab 6 at 56. The appellant reiterates on review his argument below that the agency should not consider his 5-day suspension as an aggravating factor because he is still litigating it in the EEO process. PFR File, Tab 1 at 3. However, an agency may consider an employee’s past disciplinary record when setting a penalty for misconduct, even if it is the subject of ongoing litigation. U.S. Postal Service v. Gregory, 534 U.S. 1, 8-10 (2001); Suggs v. Department of Veterans Affairs , 113 M.S.P.R. 671, ¶ 11 (2010), aff’d, 415 F. App’x. 240 (Fed. Cir. 2011). Further, the suspension meets the Bolling criteria. See Bolling v. Department of the Air Force, 9 M.S.P.R. 335, 339 -40 (1981) (holding that the Board’s review of a prior disciplinary action is limited to determining whether that action is clearly erroneous, if the employee was informed of the action in writing, the action is a matter of record, and the employee was permitted to dispute the charges before a higher level of authority than the one that imposed the discipline). Therefore, the agency properly considered the appellant’s prior disciplinary record. We find that the deciding official considered the penalty factors most relevant to this case and that the agency reasonably exercised its management discretion. The appellant has not shown any error in the administrative judge’s finding that the removal penalty was within the tolerable limits of reasonableness. The appellant contends that the administrative judge disallowed his witnesses and evidence, and that this constituted bias. PFR File, Tab 1 at 3. The only witness he identifies is a local law enforcement official who the appellant alleges investigated his IG complaints when the IG failed to take appropriate 9 action. Whether the appellant’s IG reports had any merit or whether their substance concerned anything that would otherwise be protected under 5 U.S.C. § 2302(b)(8) is not relevant in this appeal. Further, the appellant made no proffer about the allegedly disallowed evidence. Therefore, he has not shown that the administrative judge’s rulings constituted an abuse of discretion. Because his claim of bias rests solely on the administrative judge’s rulings against him, his claim of bias fails. See Schneider v. Department of Homeland Security, 98 M.S.P.R. 377, ¶ 7 (2005). With his petition for review, the appellant submits a number of documents. Some of these are annotated versions of documents that are already in the record. Compare PFR File, Tab 1 at 14-15, 17, 20-21, with IAF, Tab 6 at 93-94, 103, Tab 25 at 5-6. Evidence that is already a part of the record is not new . Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980). He also submits what he represents to be a video recording of a local sheriff conducting investigatory interviews of his second- and third-level supervisors. PFR File, Tab 2. The disc is undated and the appellant does not provide a proffer of what relevant evidence the disc may contain. 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). The remaining documents that the appellant submits for the first time on review all pre-date the close of the record below. The appellant has not explained why he could not have submitted them prior to the close of the record below despite his due diligence; thus, the Board need not consider them. 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). 10 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 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: 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 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 12 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 13 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. 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 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.
Lopez_Arturo_S_DA-0752-18-0107-I-1__Final_Order.pdf
2024-05-03
ARTURO S. LOPEZ v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. DA-0752-18-0107-I-1, May 3, 2024
DA-0752-18-0107-I-1
NP
1,558
https://www.mspb.gov/decisions/nonprecedential/Allen_CynthiaDA-0752-18-0011-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CYNTHIA ALLEN, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DA-0752-18-0011-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 James R. O’Connor , Esquire, and Ryan Green , Esquire, Washington, D.C., for the appellant. David V. Sorola , Esquire, Del Rio, 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 sustained her removal pursuant to 5 U.S.C. chapter 75 for “Submitting Inaccurate Time and Attendance Records” and “Failure to Follow Procedures to Request Leave.” Initial Appeal File (IAF), Tab 4 at 22-25, 71-73, Tab 42 at 5. On 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 petition for review, the appellant argues that, although she submitted inaccurate timesheets, she did not intend to deceive the agency. Petition for Review (PFR) File, Tab 3 at 7-10. She further alleges that the agency improperly relied on ex parte information, that the administrative judge failed to properly analyze witness credibility, and that her removal constituted an excessive penalty. Id. at 11-18. 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 supplement the analysis of the appellant’s affirmative defenses of disparate treatment disability discrimination and retaliation for engaging in protected activity, we AFFIRM the initial decision. We have considered the appellant’s arguments on review but find that they do not warrant disturbing the initial decision. The administrative judge properly considered the record as a whole, including the appellant’s proffered explanation for her inaccurate timesheets, and reasonably concluded that she acted with the requisite intent. IAF, Tab 45, Initial Decision (ID) at 17. The administrative judge also thoroughly considered the appellant’s due process arguments and reasonably concluded, based on a credibility determination, that the deciding official did not rely on the letter of counseling in deciding to remove the 3 appellant. ID at 21-24. We find that the administrative judge conducted a proper credibility analysis of the testifying witnesses and properly weighed the totality of the testimonial and documentary evidence. ID at 20-21, 23-24. The weight of the evidence supports the administrative judge’s findings, which are entitled to deference. See, e.g., Thomas v. U.S. Postal Service , 116 M.S.P.R. 453, ¶ 5 (2011). Finally, the record reflects that, 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 and promoted the efficiency of the service. ID at 26-29. As such, we find the appellant’s arguments in this regard unavailing. See Kirkpatrick v. U.S. Postal Service , 74 M.S.P.R. 583, 591 (1997) (explaining that the Board has long recognized that removal for falsification and dishonest activity promotes the efficiency of the service because such behavior raises serious doubts as to the appellant’s reliability, trustworthiness, and continued fitness for employment). Although not raised on review, we note that, in finding that the appellant failed to prove her affirmative defenses of disability discrimination and retaliation for engaging in protected activity, the administrative judge cited Savage v. Department of the Army , 122 M.S.P.R. 612, ¶¶ 42, 51 (2015), overruled in part by Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 23-25. ID at 18-19. Subsequent to the initial decision, the Board issued Pridgen, which clarified the standards applicable to these claims. Here, the administrative judge more summarily concluded that “[she was] not persuaded that retaliation and discrimination were the reasons for the agency action” and that “the agency’s proffered reason for the action was the real reason for the action.” ID at 20-21. Nevertheless, she specifically found, based on reasoned credibility determinations, that neither the appellant’s alleged disability nor her disclosure thereof played any part in her removal and that the appellant offered nothing more than unsupported allegations as to her affirmative defenses. 4 ID at 19-20.2 To this end, the administrative judge explicitly concluded that all of the agency officials involved in the contested agency action “credibly testified that the appellant’s actions regarding her time and attendance records and leave procedures were the only factors in the actions they took regarding the appellant.” ID at 20 (emphasis added). Because we affirm the administrative judge’s finding that the appellant failed to show that any prohibited consideration was a motivating factor in the agency’s action, 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, 29-33.3 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 2 Although the initial decision references direct evidence and types of circumstantial evidence, we find no indication that the administrative judge disregarded any evidence because of its direct or circumstantial nature. ID at 19; see Gardner v. Department of Veterans Affairs, 123 M.S.P.R. 647, ¶ 30 (2016), clarified by Pridgen , 2022 MSPB 31, ¶¶ 23-24. 3 As to the appellant’s affirmative defense of disability discrimination based on the agency’s alleged failure to accommodate, the administrative judge concluded that, “to the extent that the appellant [alleged as much],” her contention would be without merit because, as soon as she informed her supervisor of her alleged disability, her supervisor changed her work schedule as permitted. ID at 20 n.5. The appellant does not raise any issues related to this affirmative defense on review, and we discern no reason to disturb the administrative judge’s finding in this regard. 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 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. The 6 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 file 7 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. 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. 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.
Allen_CynthiaDA-0752-18-0011-I-1__Final_Order.pdf
2024-05-03
CYNTHIA ALLEN v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DA-0752-18-0011-I-1, May 3, 2024
DA-0752-18-0011-I-1
NP
1,559
https://www.mspb.gov/decisions/nonprecedential/White_Glenn_H_SF-1221-22-0139-R-1_Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GLENN H. WHITE, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-1221-22-0139-R-1 DATE: May 3, 2024 THIS ORDER IS NONPRECEDENTIAL1 Morris E. Fischer , Esquire, Silver Spring, Maryland, for the appellant. Cary E. Zuk , Esquire, San Francisco, California, for the agency. Molly Cross Surhoff , Esquire, Centennial, Colorado, 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. On February 14, 2024, we granted the appellant’s unopposed motion to withdraw his petition for review. We hereby REOPEN this petition for review on our motion, 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 pursuant to 5 U.S.C. § 7701(e)(1); see also Kling v. Department of Justice , 2 M.S.P.R. 464, 468 (1980) (recognizing that the authorization of section 7701(e) for the Board to reopen cases on its own motion, without the necessity of a petition for review by any party or the Director of the Office of Personnel Management, demonstrates a congressional intent to vest ultimate responsibility for all Board adjudicative functions in the Board itself). For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the appeal to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant is employed as a GS-13 Criminal Investigator with the agency’s Immigration and Customs Enforcement (ICE), Homeland Security Investigations (HSI) division in Honolulu, Hawaii. White v. Department of Homeland Security , MSPB Docket No. SF-1221-22-0139-W-1, Initial Appeal File (IAF), Tab 1 at 3, Tab 10 at 27, 49. According to the appellant, in 2017 his close colleague filed a complaint against the Acting Deputy Special Agent in Charge (SAC). IAF, Tab 1 at 10. Then, in April or May 2018, the appellant made an abuse of position complaint against another individual, which also implicated the Acting Deputy SAC. Id. In or about January 2020, the agency selected a then-Special Agent for a vacant Group Supervisor (GS) position in the HSI’s Public Safety Group in Honolulu. IAF, Tab 12 at 30. According to the appellant, in February 2020, four employees, including the appellant, complained to the Assistant Special Agent in Charge (ASAC) about the Acting Deputy SAC’s “violations of hiring and/or promotion practices” concerning the GS selection. IAF, Tab 10 at 10, 49. Specifically, the appellant alleged that the Public Safety Group GS “shouldn’t have been hired and was only there because of her close relationship with [the National Security Group GS].” IAF, Tab 10 at 10. The complaint also concerned 3 the alleged “toxic morale,” “fraternization,” the preferential treatment of some employees in the office, and the “close personal relationship” between the Acting Deputy SAC, the Public Safety Group GS, and the National Security Group GS. Id. This complaint appears to have been verbal. IAF, Tab 12 at 34. On July 3, 2020, the appellant verbally submitted a complaint to ICE’s Office of Professional Responsibility (OPR) Joint Intake Center regarding alleged “nepotism, retaliation, waste, fraud and abuse” at the HSI Honolulu, and named the Acting Deputy SAC as the subject of the complaint.2 IAF, Tab 10 at 55, Tab 12 at 158-62. He appears to have memorialized that conversation on July 4, 2020, when he followed up with a written complaint to OPR accusing the Acting Deputy SAC, the Public Safety Group GS, and the National Security Group GS, among others, of engaging in “favoritism, nepotism and implicit bias.” IAF, Tab 10 at 49, 55-60. According to the agency, on July 23, 2020, OPR received two additional complaints from the appellant, again alleging nepotism, retaliation, waste, and fraud and abuse, and naming the Public Safety Group GS and the National Security Group GS as the subjects of his allegations. IAF, Tab 12 at 240-45, 289-94. The appellant alleges that, as a result of these communications, he was subjected to retaliation, including the following: in or about February or March 2020, the Acting Deputy SAC refused to investigate and provide surveillance following the vandalism and shooting of his private property, IAF, Tab 10 at 15, 52; during a March 2, 2020 meeting that the Public Safety Group GS held with the Public Safety Group, she became hostile toward the appellant and targeted him specifically for “going to management” about her, id. at 52, 58; shortly 2 In its response to the jurisdictional order, the agency submitted copies of the investigative findings of the appellant’s July 3-4 and 23, 2020 OPR complaints. IAF, Tab 12 at 158-62, 240-45, 289-94. We have considered these submissions here merely to clarify background information regarding the appellant’s disclosures and activities, and not to weigh the evidence. Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1368-69 (Fed. Cir. 2020) (holding that in determining if an appellant has made nonfrivolous allegations, the Board must consider only his allegations and not the agency’s contrary evidence or view of the evidence). 4 thereafter, upon learning that the appellant had “applied for disability” through the Department of Veterans Affairs, the Public Safety Group GS told the appellant something to the effect of “you better not tell anyone else you’re applying for disability or you’re [going to] lose your job,” id.; in April 2020, the appellant was excluded from the Group Rotation list and transferred from the Public Safety Group to the National Security Group, resulting in the diminution of his promotion potential, id. at 15-16, 52; the Public Safety Group GS and the National Security Group GS subjected the appellant to a hostile work environment, including forcing him to pursue a meritless investigation which could have resulted in damage to his career and giving the appellant non-mission critical tasks, like cleaning out case files, while others were permitted to telework, id. at 15-17, 52-53; on July 3, 2020, the Public Safety Group GS and the National Security Group GS improperly attempted to have him report to unscheduled duty to assist the Border Enforcement Security Task Force, allegedly in violation of Law Enforcement Availability Pay regulations, id. at 17, 53; on July 6, 2020, the National Security Group GS denied the appellant’s annual leave request and then required him to submit proof of his court appearance before she would approve it, id. at 17-18, Tab 13 at 4; on or about July 8, 2020, the National Security Group GS accused the appellant of using his expired HSI passport “for the purposes of traveling under the Coast Guard umbrella” and subjected him to an investigation, IAF, Tab 10 at 17, 43-44, 53-54, Tab 12 at 95; in August 2020, the National Security Group GS required the appellant to turn in his credentials while on active duty, resulting in the loss of his access to the agency’s intranet and promotional opportunities, IAF, Tab 10 at 18, 52; and in December 2020, while on active duty, the National Security Group GS denied him access to the HSI parking lot, id. at 18, 52, Tab 11 at 4. The appellant filed the underlying whistleblower reprisal complaint with the Office of Special Counsel (OSC) on November 5, 2020. IAF, Tab 10 at 22-60; Petition for Review (PFR) File, Tab 1 at 7. OSC issued him a final 5 determination letter in October 2021 and closed its investigation into his complaint. IAF, Tab 10 at 62. The appellant then filed this IRA appeal with the Board. IAF, Tab 1 at 3, 5. With his appeal, he filed a copy of OSC’s October 12, 2021 notice that it was closing his November 5, 2020 complaint into an alleged June 2020 disclosure of improper hiring practices. Id. at 15. The administrative judge thereafter issued an order setting forth the appellant’s burden to establish jurisdiction over his appeal. IAF, Tab 3. The appellant submitted a response, providing information regarding the February and July 2020 disclosures and/or activities and the personnel actions at issue. IAF, Tab 10 at 4-20. He also attached to his response a copy of his OSC complaint form and a written summary of his disclosures and/or activities and the personnel actions at issue, and again provided a copy of OSC’s final determination letter. Id. at 22-62. The agency responded to the appellant’s submission. IAF, Tabs 12-13. The administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 14, Initial Decision (ID) at 1, 8. He found that because OSC’s final determination letter referred only to a June 2020 disclosure and the appellant had not submitted any information about a June 2020 disclosure, including to whom it may have been made, the appellant had failed to exhaust his administrative remedies before OSC concerning his remaining disclosures. ID at 6-7. The administrative judge also concluded that the appellant had failed to nonfrivolously allege that he made a disclosure in June 2020 that was a contributing factor in a personnel action. ID at 8. The appellant has filed a petition for review of the initial decision. PFR File, Tabs 1-2. The agency has filed a response. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over an IRA appeal if the appellant has exhausted his remedies before OSC and makes nonfrivolous allegations that 6 (1) he made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in a 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). Gabel v. Department of Veterans Affairs , 2023 MSPB 4, ¶ 5. The administrative judge erred in finding that the appellant failed to exhaust his alleged perceived or actual disclosures and/or activities and personnel actions with OSC. The administrative judge found that the appellant failed to exhaust his disclosures and personnel actions with OSC. ID at 7-8. In so finding, he relied on OSC’s final determination letter, and specifically declined to rely on the appellant’s OSC complaint or its attachments because of what he perceived as a “disconnect” between the appellant’s complaint and the final determination letter, as well as the appellant’s failure to correct OSC’s close out notice. ID at 7. On review, the appellant argues that the administrative judge erred in requiring him to prove that the OSC complaint that he provided with his appeal was the same complaint that formed the basis of OSC’s investigation and in requiring him to correct OSC’s misinterpretation of his claims. PFR File, Tab 1 at 4-6. We agree with the appellant. To satisfy the exhaustion requirement of 5 U.S.C. § 1214(a)(3), an appellant must have provided OSC with a sufficient basis to pursue an investigation into his allegations of whistleblower reprisal. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 7; Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. Generally, exhaustion can be demonstrated through the appellant’s OSC complaint, evidence the original complaint was amended (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. Skarada, 2022 MSPB 17, ¶ 7; Mason v. Department of Homeland Security , 7 116 M.S.P.R. 135, ¶ 8 (2011). 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 his appeal. Skarada, 2022 MSPB 17, ¶ 7; Chambers, 2022 MSPB 8, ¶ 11. Contrary to the administrative judge’s reasoning here, the Board has found that an appellant was not statutorily required to respond to OSC’s preliminary determination letter regarding his complaint in order to prove that he exhausted his administrative remedies with OSC. Chambers, 2022 MSPB 8, ¶¶ 6-8. Therefore, the administrative judge’s determination that the appellant could not establish jurisdiction on this basis was in error. With the appellant’s response to the administrative judge’s jurisdictional order, he provided a copy of his OSC complaint and the summary of his claims that he attached to his OSC complaint. IAF, Tab 10 at 22-56. Based on our review of these documents, we find that he exhausted his allegation that the agency believed he was the source of his colleague’s 2017 complaint against the Acting Deputy SAC, and also exhausted his April/May 2018, February 2020, and July 3-4, 2020 disclosures and/or protected activity, as well as the alleged personnel actions listed above. The appellant’s counsel asserts that he provided this information to OSC and certified to the truthfulness of the statements in the appellant’s initial appeal and his jurisdictional reply. IAF, Tab 1 at 5, 8; Tab 10 at 3, 20. Moreover, on review, the appellant’s counsel submits an affidavit from his law clerk certifying that she filed the OSC complaint and the summary of disclosures and personnel actions with OSC. PFR File, Tab 1 at 7 (citing to IAF, Tab 10 at 22-60).3 3 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). Nevertheless, we have considered all of the evidence in the record that relates to the Board’s jurisdiction, regardless of when it was submitted. See Stoglin v. Department of the Air Force , 123 M.S.P.R. 163, ¶ 7 (2015) (explaining that the issue of Board jurisdiction is always before the Board and may be raised at any time), aff’d per curiam, 640 F. App’x 864 (Fed. Cir. 2016). 8 The agency stated that on July 23, 2020, OPR received two additional complaints from the appellant alleging nepotism, retaliation, waste, and fraud and abuse; however, the appellant did not raise any July 23, 2020 complaints with OSC. IAF, Tab 10 at 32, Tab 12 at 240-45, 289-94. Although the administrative judge addressed the July 23, 2020 complaints in his initial decision, he appears to have accurately determined that they concern the same subject matter as the appellant’s July 4, 2020 complaint. ID at 3; compare IAF, Tab 10 at 55-60, with IAF, Tab 12 at 240-45, 289-94. The appellant, who has been represented by counsel throughout this appeal, did not list the 2017, 2018, or July 23, 2020 complaints as actual or perceived disclosures or protected activity in his jurisdictional response, nor did he allege that he was subjected to retaliation as a result of these complaints. IAF, Tab 10 at 6-15. Instead, he specifically stated that he was subjected to retaliation “[a]s a result of the [a]ppellant’s actual and perceived complaints in February, 2020, and/or his July 3, 2020 written complaint to OPR.” Id. at 14-15. Therefore, we decline to address the 2017, 2018, or July 23, 2020 complaints as separate disclosures or activities. Accordingly, we find that the appellant established by preponderant evidence that he exhausted his administrative remedy with OSC regarding the February 2020 and July 3-4, 2020 disclosures and/or activities, as well as all the alleged personnel actions.4 The appellant nonfrivolously alleged that he made a protected disclosure under 5 U.S.C. § 2302(b)(8) and engaged in protected activity under 5 U.S.C. § 2302(b)(9). The appellant nonfrivolously alleged that he made a protected disclosure in February 2020. As set forth above, the appellant asserted that in February 2020 he and several colleagues verbally complained to the ASAC about the Acting Deputy 4 Because the appellant raised the 2017 and 2018 complaints with OSC, to the extent that he wishes to include those complaints as protected disclosures or activities, he should raise those claims on remand, consistent with the administrative judge’s orders. 9 SAC’s hiring practices surrounding the selection for the Public Safety Group GS position, the “fraternization,” “toxic morale in the office,” the preferential treatment of some employees, and the close relationship between the Acting Deputy SAC, the Public Safety Group GS, and the National Security Group GS. IAF, Tab 10 at 10, 49. Because the administrative judge improperly limited the appellant’s exhausted disclosures to a June 2020 disclosure,5 he did not address whether the appellant made a nonfrivolous allegation of a protected disclosure with respect to this complaint. ID at 8. We find that he did. 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 his disclosures were protected is whether a disinterested observer in his 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. Any doubt or ambiguity as to whether an appellant raised a nonfrivolous allegation of a reasonable belief should be resolved in favor of a finding that jurisdiction exists. Id., ¶ 8. The appellant alleged that in February 2020, prior to the Public Safety Group GS’s entry on duty in Honolulu, he and three other employees complained to the ASAC about the Acting Deputy SAC, the Public Safety Group GS, and the National Security Group GS. IAF, Tab 10 at 10, 49, 58. During this meeting, they allegedly complained about hiring improprieties surrounding the selection for the Public Safety Group GS position, including that the Public Safety Group GS should not have been hired and was “only there because of her close 5 On review, the parties do not dispute the administrative judge’s determination that the Board lacks jurisdiction over a June 2020 disclosure. We decline to revisit that finding here. 10 relationship with [the National Security Group GS].” IAF, Tab 10 at 10, 49. It is undisputed that the Acting Deputy SAC was the selecting official for the Public Safety Group GS position. IAF, Tab 12 at 30, 231. They also complained about the “fraternization,” “toxic morale in the office,” the preferential treatment of some employees, and the close relationship between the Acting Deputy SAC, the Public Safety Group GS, and the National Security Group GS. IAF, Tab 10 at 10, 49. The appellant also alleged that they informed the ASAC of “the history/circumstances in which the Public Safety Group GS had come to SAC Honolulu.” Id. at 58. The appellant’s assertions regarding the “history” of close association and “fraternization” is somewhat lacking in detail; however, the appellant elaborated on this point elsewhere in his submission to OSC and in his July 4, 2020 complaint to OPR. IAF, Tab 10 at 49-50, 57. He claimed that, since 2017, the Public Safety Group GS, who was then a Special Agent, was given favorable treatment ahead of her selection and frequently appeared in Hawaii, despite being stationed elsewhere. Id. at 49. For instance, she received a special temporary duty assignment to organize a file room in Honolulu while awaiting a transfer to South Africa, instead of remaining in Houston where she was stationed. Id. at 49, 57. In 2017, the then -Special Agent also received a cash award for working on a closed case file, despite not being assigned to Honolulu. Id. In the fall of 2019, despite being stationed in South Africa, she attended the Hawaii State Law Enforcement Officers Association Convention, during which she allegedly stated something to the effect that “[the] GS at SAC–Honolulu was hers and that she just had to go through formalities.” Id. at 49-50, 57. When she interviewed for the Public Safety Group GS position, even though it is standard procedure for the individual being interviewed to interview at the closest physical office, which in her case was South Africa, she was given the special privilege of interviewing for the position in person in Honolulu. Id. at 50, 57. The appellant further claimed that shortly after her selection, the Acting Deputy SAC and the Public Safety 11 Group GS were observed on Government property in an intoxicated state and drove away in a vehicle, leaving the HSI office gate open. Id. at 8, 10, 57-58. The agency acknowledges that this conversation took place and that, on February 28, 2020, the ASAC informed the Public Safety Group GS that several agents complained to him about her appointment to the Public Safety Group GS position. IAF, Tab 12 at 7. We find that the appellant has nonfrivolously alleged that he reasonably believed that, in notifying the ASAC that the Acting Deputy SAC was engaging in hiring improprieties by granting her friend special privileges and selecting her to the position based on their friendship without regard to merit, he had disclosed a violation of law, rule, or regulation and/or an abuse of authority regarding the agency’s selection process. The Board has previously held that claims concerning disclosures about hiring and selection improprieties, including giving preferential treatment to friends, may constitute nonfrivolous allegations of protected disclosures that statutory provisions have been violated. See Ormond v. Department of Justice , 118 M.S.P.R. 337, ¶¶ 8-10 (2012) (finding the appellant nonfrivolously alleged that he made a protected disclosure when he reported that a manager told a human resource officer that an applicant should be selected for a position, and the human resources officer then referred only that applicant for an interview and he was selected over two other applicants who were not interviewed); see also McDonnell v. Department of Agriculture , 108 M.S.P.R. 443, ¶¶ 10-13 (2008) (finding that the appellant made a nonfrivolous allegation that she made a protected disclosure by reporting that her supervisor improperly cancelled a vacancy announcement and reassigned an unqualified employee into the position at the request of a director and as a favor to the employee’s friend, which could constitute a prohibited personnel practice).6 6 The appellant argues below that if his February 2020 complaint did not constitute a protected disclosure, at the very least he was perceived as a whistleblower, based on the fact that the Public Safety Group GS stated during the March 2020 Public Safety Group meeting that she knew he had gone to management and complained about her. IAF, 12 The appellant nonfrivolously alleged that he engaged in protected activity with regard to his July 3 and 4, 2020 complaint to the agency’s OPR. As set forth above, on July 3 and 4, 2020, the appellant alleged that he spoke to and later submitted a written complaint to the agency’s OPR alleging a “continued pattern and practice of favoritism, nepotism and implicit bias” as well as retaliation following his February 2020 disclosure. IAF, Tab 10 at 55-60. The administrative judge did not address whether the appellant engaged in protected activity with respect to this complaint. ID at 8. We find that he did. Prior to December 12, 2017, it was a protected activity under 5 U.S.C. § 2302(b)(9)(C) to “cooperat[e] with or disclos[e] 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 (2022), aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023). 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. Although the appellant’s OPR complaint and alleged personnel actions occurred after the December 12, 2017 enactment date of the NDAA, neither the administrative judge nor the parties addressed whether the appellant’s OPR complaint falls within the expanded scope of this subsection. We do so here. OPR is charged with, among other things, conducting independent reviews of ICE programs and operations, and receiving and impartially investigating Tab 10 at 14. The administrative judge did not address this argument in his decision, and the appellant did not raise it on review. A typical IRA appeal involves a claim that the appellant made a protected disclosure or engaged in protected activity. King v. Department of the Army , 116 M.S.P.R. 689, ¶ 6 (2011). However, an appellant can also establish jurisdiction on the basis that he was perceived as a whistleblower, even if he did not make a protected disclosure. Id. Because we have determined that the appellant nonfrivolously alleged that he made a protected disclosure with respect to the February 2020 complaint, we need not consider this alternative argument. 13 allegations of serious employee and contractor misconduct, as well as internal and external threats against ICE personnel and facilities. Department of Homeland Security, ICE, OPR, Who We Are, https://www.ice.gov/about-ice/opr (last visited May 3, 2024). On July 3, 2020, well after the enactment of the 2018 NDAA, the appellant submitted a complaint to OPR containing allegations of prohibited personnel practices and whistleblower reprisal. IAF, Tab 12 at 158-62. OPR conducted an internal investigation and review of the appellant’s allegations and determined that there was insufficient evidence to support the appellant’s claims. Id. We find, based on its stated mission and its acceptance and review of the appellant’s claims, that OPR is an agency component “responsible for internal investigation and review.” 5 U.S.C. § 2302(b)(9)(C). Thus, we find that the appellant nonfrivolously alleged that his OPR complaint constitutes protected activity. The appellant nonfrivolously alleged that his February 2020 disclosure was a contributing factor in his transfer to the National Security Group. The administrative judge did not make findings as to whether the appellant nonfrivolously alleged that either the February 2020 disclosure or the July 2020 protected activity was a contributing factor in a personnel action. 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 he 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.7 Pridgen v. Office of 7 If an appellant has failed to satisfy the knowledge/timing test, the Board will 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 14 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’s disclosures or activity satisfies the timing portion of the knowledge/timing test. Id. The appellant alleged that his February 2020 complaint to the ASAC caused the agency to transfer him from the Public Safety Group to the National Security Group in April or May 2020. IAF, Tab 10 at 14-15, 52. The agency agrees that the appellant was transferred to the National Security Group following his disclosure. IAF, Tab 12 at 8. A transfer is a personnel action. 5 U.S.C. § 2302(a)(2)(A)(iv). Therefore, the appellant’s allegations are sufficient to meet his jurisdictional burden as to the timing prong of the knowledge/timing test as it concerns his transfer. We also conclude that the appellant nonfrivolously alleged that one of the individuals involved in the decision to transfer him had knowledge of his February 2020 disclosure. Specifically, the appellant made the February 2020 disclosure to the ASAC, who, according to the Acting Deputy ASAC, recommended the appellant’s transfer from the Public Safety Group to the National Security Group, which she ultimately approved. IAF, Tab 10 at 10, Tab 12 at 187. 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 that multiple personnel actions were retaliatory, the Board has jurisdiction when the appellant exhausts his 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. Skarada, 2022 MSPB 17, ¶ 13. Therefore, we find it appropriate to remand this appeal for a determination on the merits. Before proceeding to the merits, the administrative judge should make findings as whether those individuals had a motive to retaliate against the appellant. See Dorney, 117 M.S.P.R. 480, ¶¶ 14-15. 15 to whether the appellant has met his burden to nonfrivolously allege that the February 2020 disclosure and his July 3-4, 2020 OPR complaint were a contributing factor in any other exhausted personnel actions.8 If so, he should adjudicate those matters on the merits as well. 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. 8 The administrative judge should also determine whether the appellant has made nonfrivolous allegations that the allegedly retaliatory actions meet the definition of “personnel action” in 5 U.S.C. § 2302(a)(2).
White_Glenn_H_SF-1221-22-0139-R-1_Remand_Order.pdf
2024-05-03
GLENN H. WHITE v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-1221-22-0139-R-1, May 3, 2024
SF-1221-22-0139-R-1
NP
1,560
https://www.mspb.gov/decisions/nonprecedential/Smith_Michael_A_AT-1221-21-0205-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL ANDREW SMITH, SR., Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER AT-1221-21-0205-W-1 DATE: May 3, 2024 THIS ORDER IS NONPRECEDENTIAL1 Michael Andrew Smith, Sr. , Palm Coast, Florida, pro se. Ownie Eng , 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 this individual right of action (IRA) appeal 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 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). 2 BACKGROUND The appellant, a Security Specialist serving as a term employee for the Federal Emergency Management Agency (FEMA), filed this IRA appeal in which he alleged, among other things, that the agency had suspended him for more than 14 days, gave him a negative suitability determination, denied him training, and restricted his deployments. Initial Appeal File (IAF), Tab 1 at 1, 3. He indicated that he filed a whistleblowing complaint with the Office of Special Counsel (OSC) and included OSC’s letter closing its investigation, recounting his allegations that the agency, among other things, improperly demobilized him in 2019. Id. at 7. The administrative judge issued a jurisdictional order explaining to the appellant the burdens and elements he must meet to establish jurisdiction over his IRA appeal and receive a hearing on his allegations of whistleblower retaliation. IAF, Tab 3 at 1-7. He ordered the appellant to file a statement, accompanied by evidence, listing the following: (1) your protected disclosure(s) or activity(ies); (2) the date(s) you made the disclosure(s) or engaged in the activity(ies); (3) the individual(s) to whom you made any disclosure(s); (4) why your belief in the truth of any disclosure(s) was reasonable; (5) the action(s) the agency took or failed to take, or threatened to take or fail to take, against you because of your disclosure(s) or activity(ies); (6) why you believe a disclosure or activity, or a perception of such a disclosure or activity, was a contributing factor to the action(s); and (7) the date of your complaint to OSC, the matters you raised in it and any amendments, and the date that OSC notified you it was terminating its investigation of your complaint, or if you have not received such notice, evidence that 120 days have passed since you filed your complaint with OSC. Id. at 7-8. The appellant filed four submissions in response. IAF, Tabs 9-12. The submissions included his correspondence with an OSC attorney about the appellant’s allegations. IAF, Tab 12 at 4-12. 3 The administrative judge found that the appellant’s response was not sufficiently specific and focused to allow him to make a jurisdictional determination, and he ordered the appellant to file a 1-page submission for each of the alleged protected disclosures described in OSC’s closure letter, using this prescribed format: Disclosure No. ___ 1. Date of disclosure: 2. Information disclosed: 3. Disclosure made to: 4. Disclosure evidences: (a) violation of law, rule, regulation; (b) gross mismanagement; (c) gross waste of funds; (d) abuse of authority; and/or (e) a substantial and specific danger to public health or safety: 5. Basis for each category of wrongdoing listed in response to # 4 above: 6. Evidence supporting response to # 5 above (Do not resubmit previously-provided evidence; refer to it by location in your previous submissions [e.g., “Board Appeal File, Tab __, page ___”]. Attach only new evidence.) 7. Agency personnel action(s) taken (or not taken) because of this disclosure: 8. Agency personnel involved in the personnel action(s) referenced in # 7 above; 9. Basis for your belief that person(s) listed in response to # 8 was/were aware of this disclosure prior to taking personnel action(s) listed in response to # 7 above. 10. Evidence supporting response to # 10 above. (Do not resubmit previously provided evidence; refer to it by location in your previous submissions [e.g., “Board Appeal File, Tab __, page ___”]. Attach only new evidence.) IAF, Tab 13 at 1-2 (emphasis in original). The administrative judge warned the appellant that a failure to comply with his order could result in the imposition of sanctions. Id. at 2. In response, the appellant submitted a narrative response and five separate 1-page submissions concerning his purported disclosures, but he did 4 not use the administrative judge’s prescribed format. IAF, Tabs 16-20. The agency also filed a response to the order to show cause. IAF, Tabs 22-24. The administrative judge subsequently issued a second order to show cause, again ordering the appellant to file a 1-page submission in a prescribed format for each of the alleged protected disclosures described in OSC’s closure letter. IAF, Tab 25 at 1-2. As a sanction for the appellant’s failure to follow the instructions in his first show cause order, the administrative judge did not consider the appellant’s responses to it. IAF, Tabs 16-20, Tab 25 at 1. He warned the appellant that another failure to follow his instructions may result in the imposition of further sanctions, up to and including dismissal of the appeal for failure to prosecute. IAF, Tab 25 at 2. The appellant subsequently filed four single-page responses, but he once again failed to use the administrative judge’s prescribed format. IAF, Tabs 26-29. The administrative judge issued an initial decision dismissing the appeal for failure to prosecute. IAF, Tab 30, Initial Decision (ID) at 1. He observed that the appellant had failed to appropriately respond to his orders to submit evidence and argument to explain why his appeal should not be dismissed for lack of jurisdiction. ID at 5-6. The administrative judge found that this was a failure to exercise basic due diligence in complying with Board orders, and he dismissed the appeal for failure to prosecute on that basis. ID at 6. In his petition for review, the appellant asserts that he thought that the submissions he made in response to the administrative judge’s first order to show cause were in compliance with the administrative judge’s instructions. Petition for Review (PFR) File, Tab 1 at 4. The appellant claims that he asked for a telephone conference to, among other things, clarify the administrative judge’s instructions and find out how his submissions fell short, but the administrative judge denied his request. PFR File at 5-6, 14. The appellant asserts that he then rewrote and submitted four disclosures that he also thought were in compliance with the administrative judge’s instructions. Id. at 6. The appellant also makes 5 arguments concerning his purported disclosures and the employment status of FEMA reservists like himself. Id. at 6-9. DISCUSSION OF ARGUMENTS ON REVIEW To establish jurisdiction in an IRA appeal, an appellant must show by preponderant evidence that he exhausted his remedies before OSC, and make nonfrivolous allegations that: (1) he made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in a 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). Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶ 8 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39. A nonfrivolous allegation is one that: (1) is more than conclusory; (2) is plausible on its face; and (3) is material to the legal issues in the appeal. 5 C.F.R. § 1201.4(s). In cases involving multiple alleged protected disclosures and personnel actions, an appellant establishes Board jurisdiction over his IRA appeal when he makes a nonfrivolous allegation that at least one alleged personnel action was taken in reprisal for at least one alleged protected disclosure.2 Baldwin v. Department of Veterans Affairs , 113 M.S.P.R. 469, ¶ 6 (2010). As explained above, the administrative judge dismissed the appeal for failure to prosecute. ID at 1. In reaching that conclusion, the administrative judge explained that the appellant failed to comply with the specific requirements of three separate Board orders. ID at 6; IAF, Tabs 3, 13, 25. The administrative judge did not consider the appellant’s deficient narrative responses, in part as a sanction for failing to use the prescribed format in response to the first order to 2 An understanding of the nature of the Board’s jurisdiction over IRA appeals, such as this, could help the appellant file the necessary information. Among other things, the Board lacks the authority to investigate agency wrongdoing; the Board’s jurisdiction is limited to claims that an agency took or failed to take a personnel action in reprisal for protected disclosures and activities. 6 show cause. IAF, Tab 25 at 1. The administrative judge ultimately dismissed the appeal because of the appellant’s failure to follow his prescribed format, notably without considering any of the allegations described in the appellant’s correspondence with OSC. ID at 4-6; IAF, Tab 1 at 7-8, Tab 12 at 4-16. The sanction of dismissal with prejudice may be imposed if a party fails to prosecute or defend an appeal. Ahlberg v. Department of Health and Human Services, 804 F.2d 1238, 1242 (Fed. Cir. 1986); 5 C.F.R. § 1201.43(b). Although the regulation at 5 C.F.R. § 1201.43(b) does not set forth guidelines for applying this sanction, the Board has held that such a severe sanction must only be used when necessary to serve the ends of justice, for example, when a party has failed to exercise basic due diligence in complying with an order, or has exhibited negligence or bad faith in his efforts to comply. Williams v. U.S. Postal Service , 116 M.S.P.R. 377, ¶ 7 (2011) (quoting Chandler v. Department of the Navy , 87 M.S.P.R. 369, ¶ 6 (2000)). By contrast, an appeal should not be dismissed for failure to prosecute when, for example, a pro se appellant has made incomplete responses to the Board’s orders but has not exhibited bad faith or evidenced any intent to abandon his appeal, and appears to be confused by Board procedures. Id. Although the appellant restricted the discussion of each of his alleged disclosures to 1 page after he was instructed to do so, the administrative judge was correct to note that the appellant failed to actually comply with the instructions in his jurisdictional order. Compare IAF, Tab 13 at 2, with IAF, Tabs 16-20, 26-29. Rather than comply with the administrative judge’s instructions, the appellant appears to have distilled his narrative response into single-page segments. IAF, Tabs 9-12, 16-20, 26-29. However, the sanction of dismissal was not appropriate under the circumstances. The cases that the administrative judge cited in support of his imposition of sanctions are distinguishable in that the appellants in each of those cases simply did not respond at all. ID at 5; see Ahlberg, 804 F.2d at 1242 7 (noting that the petitioners failed to file any response to the presiding official’s order); Williams, 116 M.S.P.R. 377, ¶ 10 (observing that the regional office sent three orders to which the appellant made “no attempt to respond”); Heckman v. Department of the Interior , 106 M.S.P.R. 210, ¶ 9 (2007) (describing the appellant’s “total failure” to respond to the administrative judge’s orders); Murdock v. Government Printing Office , 38 M.S.P.R. 297, 299 (1988) (observing that the appellant completely failed to reply to the administrative judge’s orders). Here, the appellant responded to each of the administrative judge’s orders. IAF, Tabs 3, 9-13, 16-20, 25-29. We disagree with the administrative judge that the appellant failed to show basic due diligence in his efforts to properly comply. The appellant responded in apparent good faith to the administrative judge’s order with single -page submissions, but the lack of clarity in his submissions illustrates the importance of following the instructions provided in the administrative judge’s order. IAF, Tab 13 at 2. Moreover, the appellant argues on review that he sought a telephone conference with the administrative judge in an effort to understand the instructions, and how his prior submissions were not responsive, but the administrative judge denied the request as unnecessary. PFR File, Tab 1 at 5-6, 14. Thus, even though the administrative judge found that the appellant failed to respond to three separate Board orders directing him to submit evidence and argument to meet his jurisdictional burden, ID at 5-6; IAF, Tabs 3, 13, 25,3 the record shows that after each order the appellant filed submissions in response, IAF, Tabs 10-12, 15-20, 26-29. Additionally, most of those submissions consisted of a single page, in keeping with that portion of the administrative judge’s instructions, if not following the exact format specified. IAF, Tab 13 at 1, Tabs 16-20, 26-29. We observe that the administrative judge appears to be sanctioning the appellant for failing to follow his instructions, rather than for a failure to 3 Although there are three separate orders involved here, the second two are essentially the same order, with harsher warnings in the third one for disregarding the instructions therein. IAF, Tabs 3, 13, 25. 8 prosecute the appeal. Concerning an appellant’s failure to follow instructions for pleadings, the Board has dismissed a petition for review for failure to prosecute, based on an appellant’s repeated failure to comply with the Board’s regulations and the directions of the Clerk of the Board. Morris v. Department of the Navy , 123 M.S.P.R. 662, ¶ 14 (2016) (finding that the appellant failed to exercise due diligence when he was “noncompliant in a substantial way, on four occasions,” when his pleading exceeded the regulatory page limit by approximately 200 pages). As described above, the appellant’s failure to follow the administrative judge’s instructions in this appeal is limited to his failure to follow the specific format prescribed for his single -page submissions, as set forth in the administrative judge’s first order to show cause. IAF, Tab 13 at 2. It does not resemble the bad faith shown by the appellant in Morris. As noted above, the severe sanction of dismissal for failure to prosecute should not be imposed when a pro se appellant has made incomplete responses to the Board’s orders but has not exhibited bad faith or evidenced any intent to abandon his appeal, and appears to be confused by Board procedures. Williams, 116 M.S.P.R. 377, ¶ 7. The appellant here did not exhibit bad faith or indicate that he intended to abandon his appeal. Moreover, he asked for help understanding the administrative judge’s instructions but was denied the opportunity. Dismissing an appeal by a pro se appellant for failure to prosecute when the appellant did not demonstrate bad faith in his attempts to respond, and was denied a requested telephone conference to help him to comply with those instructions, is an abuse of discretion. See Williams, 116 M.S.P.R. 377, ¶ 7. Also, the administrative judge failed to consider any of the allegations described in the appellant’s correspondence with OSC concerning his reprisal claim. IAF, Tab 1 at 7-8, Tab 12 at 4-16. This evidence may have helped the administrative judge to better understand the appellant’s assertions. 9 On remand, the appellant must comply with the administrative judge’s order and meet his jurisdictional burden. The appellant’s correspondence with OSC contains the most succinct recitation of the appellant’s claims. IAF, Tab 1 at 7-8, Tab 12 at 4-16. For example, in that correspondence, the appellant noted his allegation that he had been demobilized early from an assignment in Puerto Rico in retaliation for reporting that a housing project employee had forgotten to return her FEMA visitor badge, and that the agency’s subsequent withholding of his appraisal from that assignment impeded his application for another position. IAF, Tab 12 at 4. A claim that a FEMA reservist was demobilized is a personnel action for the purposes of an IRA appeal. Jessup v. Department of Homeland Security, 107 M.S.P.R. 1, ¶ 9 (2007). The appellant also alleged that he reported to the agency’s Office of Professional Responsibility (OPR) that some employees, including one of his supervisors, improperly ran a private security company, and that he suffered retaliation for making that disclosure by, among other things, receiving an unsatisfactory performance rating. IAF, Tab 12 at 6. Nevertheless, it remains unclear what allegations of reprisal for protected disclosures and activities the appellant intends to pursue in the instant IRA appeal and whether those allegations are within the Board’s jurisdiction. On remand, the administrative judge should conduct a telephone conference with the appellant and the agency’s representative and should answer the appellant’s questions about how to comply with his jurisdictional order.4 The administrative judge should consider any response that the appellant makes, in concert with explicit findings as to the disclosures and personnel actions alleged in the appellant’s correspondence with OSC, and issue a new initial decision concerning the appellant’s IRA appeal. 4 The administrative judge shall document the contents of this telephone conference in a summary served on the parties and shall afford the parties at least 5 business days to object to that summary. 10 ORDER For 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.
Smith_Michael_A_AT-1221-21-0205-W-1__Remand_Order.pdf
2024-05-03
null
AT-1221-21-0205-W-1
NP
1,561
https://www.mspb.gov/decisions/nonprecedential/Tran_DavidDC-0752-19-0758-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID TRAN, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-0752-19-0758-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Shaun Yancey , Esquire, Atlanta, Georgia, for the appellant. Maxwell Selz , Esquire, and Jonathan Beyer , Esquire, APO, AE, 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 demotion. 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). 2 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 findings concerning the appellant’s whistleblower reprisal affirmative defense, we AFFIRM the initial decision. BACKGROUND The essential undisputed facts as set forth in the initial decision are as follows. The appellant was employed by the Department of Defense Education Activity (DoDEA) as Principal of the Ankara Elementary/High School in Ankara, Turkey. Initial Appeal File (IAF), Tab 16, Initial Decision (ID) at 1-2. On June 30, 2019, the agency proposed the appellant’s demotion based on two charges of conduct unbecoming a Federal supervisor (five specifications) and lack of candor (two specifications). ID at 2. The conduct unbecoming charge was based on the appellant’s failure to ensure the proper use of a Government vehicle, failure to provide accurate information to a military unit concerning persons authorized to access the school, and allowing an individual with no official DoDEA affiliation to access the school to perform, among other things, personal services for school employees. ID at 2-30. The lack of candor charge was based on the appellant’s inconsistent statements concerning his knowledge of the services performed by the individual whom he improperly allowed to access the school and his statement concerning communications about such individual’s improper use of the Government vehicle. ID at 30-38. After affording the 3 appellant an opportunity to respond, the deciding official sustained the charges and the appellant was demoted, effective August 17, 2019. ID at 1-2. The record reflects that the appellant was demoted from his Principal position to a position as a Teacher (General Science). IAF, Tab 5 at 4. The appellant filed a Board appeal, challenging his demotion and raising affirmative defenses of whistleblower reprisal and discrimination based on his race. IAF, Tab 1. After the appellant withdrew his request for a hearing, IAF, Tab 11, the administrative judge issued an initial decision based on the written record, ID at 1. The administrative judge sustained both charges, finding that the agency proved all of its specifications by preponderant evidence. ID at 2-38. The administrative judge further found that the appellant failed to prove his affirmative defenses of race discrimination and whistleblower reprisal.2 ID at 38-47. Finally, the administrative judge found that the penalty of demotion was reasonable. ID at 47-52. The appellant has filed a petition for review, which the agency has opposed. Petition for Review (PFR) File, Tabs 1, 3. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the agency proved its charges. In his petition for review, the appellant reiterates the arguments that he raised in his close of record submission below without citation to any evidence and without identifying any errors in the administrative judge’s analysis 2 Regarding the appellant’s claim of race discrimination, the administrative judge found that the appellant failed to prove that the agency’s action was “based on illegal discrimination due to his race.” ID at 42. The appellant does not challenge such a finding on review; however, in light of the administrative judge’s citation to and analysis under the standards set forth in Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 51 (2015), clarified by Gardner v. Department of Veterans Affairs , 123 M.S.P.R. 647, ¶¶ 30-31 (2016), ID at 38-42, we construe such a finding as tantamount to finding that the appellant failed to prove that his race was a motivating factor in the agency’s decision to demote him. Because we discern no error with the administrative judge’s motivating factor analysis or conclusion regarding this claim, we do not reach the question of whether retaliation was a “but-for” cause of the removal action. See Johnson v. Department of Veterans Affairs , 2023 MSPB 9, ¶ 5 n.2. 4 concerning the agency’s proof of its charges. Compare IAF, Tab 15 at 50-51, 53, with PFR File, Tab 1 at 16-18. Thus, 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); 5 C.F.R. § 1201.115(a)(2). Regarding the conduct unbecoming charge, the appellant’s argument that he was not responsible for keeping track of the Government vehicle’s mileage or usage constitutes disagreement with the administrative judge’s findings and does not provide a basis for reversal. PFR File, Tab 1 at 16. In particular, the administrative judge considered the record evidence and specifically rejected the appellant’s argument, instead finding that the appellant, as principal and the senior administrative authority at the school, was vested with the responsibility to grant or deny use of the vehicle.3 ID at 8, 14-16. Regarding the lack of candor 3 On March 31, 2021, the appellant filed a motion for leave to file a supplemental petition for review in which he seeks to submit new information in the form of an affidavit from a teacher attesting to the fact that he advised her that a certain unauthorized individual was not permitted to drive the school van on September 25, 2018. PFR File, Tab 6. The appellant contends that this information is relevant to specification one of the agency’s conduct unbecoming charge in which the administrative judge found that the agency proved that the appellant improperly failed to prevent the unauthorized individual from using the school van, despite having been on clear notice that the individual was not an authorized driver. PFR File, Tab 6 at 4; ID at 2-9. We deny the appellant’s motion because, although the affidavit itself may have been unavailable prior to the close of the record, the appellant has not shown that the information contained in the affidavit is new. See Grassell v. Department of Transportation, 40 M.S.P.R. 554, 564 (1989) (explaining that, to constitute new evidence, the information contained in the documents, not just the documents themselves, must have been unavailable despite due diligence when the record closed); 5 C.F.R. § 1201.115(d). Moreover, the appellant has failed to show that the information in the affidavit is material because he has not shown how this evidence provides a basis for reversing the initial decision in which the administrative judge found that the penalty of demotion was reasonable based on the agency’s proof of all five of its specifications in support of its conduct unbecoming charge as well as both specifications in support of its lack of candor charge. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (concluding 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); see also Burroughs v. Department of the Army , 918 F.2d 170, 172 (Fed. Cir. 1990) (finding 5 charge, to the extent the appellant argues that his statements on March 13 and 16, 2019, were not inconsistent, PFR File, Tab 1 at 17, such an argument amounts to mere disagreement with the administrative judge’s finding that the appellant’s statement that he did not know what services were rendered by a non-DoDEA individual was false because 3 days later he provided a detailed list of services provided by such individual, ID at 31-34; 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). The administrative judge properly found that the appellant failed to prove that he made a protected disclosure. The appellant contends that he made a protected disclosure when he reported an incident in which he believed that a teacher had abused the agency’s sick leave policy by traveling to Cyprus when she was purportedly at home resting per her doctor’s note. IAF, Tab 15 at 55; PFR File, Tab 1 at 18. The appellant’s belief appears to have been based on the employee updating her cover photo on Facebook and indicating that the photo was of Cyprus. IAF, Tab 15 at 110. The record reflects that, on October 30, 2018, the appellant emailed another employee and carbon copied his supervisor concerning the situation and asked, “How should I handle this one?” Id. at 108. The employee responded by stating, “As far as the facebook post, it could be a photo from a different time and if not, while it feels bad--where she recovers from surgery is not really our issue.” Id. at 107. The administrative judge found that the appellant failed to prove that this email amounted to a protected disclosure because it failed to present any clue that it was identifying serious agency misconduct. ID at 46. The Board has held that that, when more than one event or factual specification is set out to support a single charge, proof of one or more of the supporting specifications is sufficient to sustain the charge). 6 reporting time and attendance abuse can amount to a protected disclosure. See, e.g., Grubb v. Department of the Interior , 96 M.S.P.R. 361, ¶ 12 (2004) (finding that the appellant’s specific allegations concerning time and attendance abuse that were based on her personal observations and supported by documentation amounted to a disclosure of a violation of law, rule, or regulation). Here, however, we find that a disinterested observer would not have concluded based on the updating of a Facebook cover photo, without further action or investigation, that this employee was engaging in time and attendance abuse. See, e.g., Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 11 (2016) (stating that 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 the categories of wrongdoing listed in section 2302(b)(8)(A)). Absent any other explanation or argument concerning the reasonableness of the appellant’s belief, we find that the appellant has failed to prove by preponderant evidence that he reasonably believed that he was disclosing one of the categories of wrongdoing set forth in 5 U.S.C. § 2302(b)(8)(A). Although the administrative judge found that the appellant failed to prove that he raised nonfrivolous allegations that he made a protected disclosure, ID at 47, the appellant bears the burden of proving his affirmative defense of whistleblower reprisal by preponderant evidence, see, e.g., Shibuya v. Department of Agriculture, 119 M.S.P.R. 537, ¶ 19 (2013) (explaining that once the agency proves its adverse action case by preponderant evidence, the appellant must show by preponderant evidence that he made a protected disclosure that was a contributing factor in the agency’s personnel action). Thus, we modify the initial decision to find that the appellant failed to meet his burden of proof under the preponderant evidence standard. The appellant appears to assert that he made additional protected disclosures regarding that same teacher publishing a podcast containing offensive 7 comments about individuals at the school. IAF, Tab 15 at 54-56; PFR File, Tab 1 at 18-19. Such claims, however, were not included as part of the accepted issues in the Order and Summary of Close of Record Conference, which solely identified his October 30, 2018 email as his alleged protected disclosure, and the administrative judge did not analyze or mention them in the initial decision. IAF, Tab 13 at 5, Tab 16. The Board considers a nonexhaustive list of factors in determining whether an appellant is deemed to have waived or abandoned a previously identified affirmative defense. Thurman v. U.S. Postal Service , 2022 MSPB 21, ¶¶ 17-18. The relevant factors include the following: (1) the thoroughness and clarity with which the appellant raised his affirmative defense; (2) the degree to which the appellant continued to pursue his 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 he was specifically afforded an opportunity to object and the consequences of his failure were made clear; (4) whether the appellant raised his affirmative defense or the administrative judge’s processing of the affirmative defense claim in his petition for review; (5) whether the appellant was represented during the course of his appeal before the administrative judge and on petition for review, and if he was 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. Id., ¶ 18. The list is not exhaustive, and none of the individual factors identified will be dispositive. Id. Instead, the applicability and weight of each factor should be determined on a case-by-case basis. Id. In this case, nearly every one of the factors points to the conclusion that the appellant abandoned his affirmative defense. Regarding the first and second factors, we find that the appellant was not thorough, clear, or consistent in raising this protected disclosure. The appellant’s initial appeal only clearly referenced 8 his protected disclosure on October 30, 2018, concerning the teacher’s alleged sick leave abuse.4 IAF, Tab 1 at 41. When discussing the contributing factor element, the appellant asserted that his supervisor was aware of an investigation the appellant started into a parent complaint about a teacher’s podcast, but he did not clearly explain any alleged disclosure he made related to the teacher’s podcast. Id. at 42. In his close of record submission filed on the date the record closed, the appellant referenced for the first time, without clear explanation or citation to any record evidence, additional alleged protected disclosures he made on five separate dates concerning alleged offensive remarks the teacher made in her podcast. IAF, Tab 15 at 54-56. Moreover, the agency believed the sole protected disclosure at issue in the appeal was the appellant’s October 30, 2018 email and did not address any other disclosures. IAF, Tab 4 at 12, Tab 14 at 23-25. Regarding the third factor, the appellant did not object to the administrative judge’s summary of the issues in the close of record order, which stated that the appellant’s identified protected disclosure was an email he sent on October 30, 2018. IAF, Tab 13 at 5. The order specifically notified the appellant that additional issues not identified in the summary would be precluded and afforded him an opportunity to object. Id. at 1, 6. Regarding the fourth factor, the appellant has reiterated his claim on review, PFR File, Tab 1 at 18-19, so we will consider that as a challenge to the administrative judge’s failure to adjudicate the claim. Regarding the fifth factor, the appellant has been represented by an attorney during his proceedings before the Board. Finally, regarding the sixth factor, there is nothing in the record to indicate that the appellant’s presumptive abandonment of this alleged protected disclosure was the product of confusing, misleading, or incorrect information provided by the agency or the Board. Under 4 To the extent the appellant refers to an October 30, 2018 email disclosure to his supervisor regarding the teacher’s podcast, IAF, Tab 15 at 17, 55; PFR File, Tab 1 at 18, he has not cited to any evidence in the record and we are unable to locate such an email. Rather, the record appears to reflect that this alleged disclosure occurred on December 12, 2018. IAF, Tab 15 at 55, 116. 9 these circumstances, we deem the appellant to have abandoned his claim of reprisal based on his alleged disclosure concerning offensive remarks made by a teacher in her podcast. The administrative judge properly found that the penalty of demotion was reasonable. When, as here, all of the agency’s charges are sustained, the Board will review the agency-imposed penalty only to determine if the agency considered all of the relevant factors and exercised management discretion within the tolerable limits of reasonableness. Pinegar v. Federal Election Commission , 105 M.S.P.R. 677, ¶ 53 (2007); see Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981) (articulating a nonexhaustive list of 12 factors that are relevant in assessing the appropriate penalty for an act of misconduct). In making this determination, the Board must give due deference to the agency’s primary discretion in maintaining employee discipline and efficiency, recognizing that the Board’s function is not to displace management’s responsibility but to ensure that managerial judgment has been properly exercised. Pinegar, 105 M.S.P.R. 677, ¶ 53. The Board will modify or mitigate an agency-imposed penalty only when it finds that the agency failed to weigh the relevant factors or that the penalty clearly exceeds the bounds of reasonableness. Id. On review, the appellant disagrees with the administrative judge’s findings that the deciding official appropriately weighed the Douglas factors and the agency’s penalty was therefore entitled to deference. PFR File, Tab 1 at 25-28. In particular, he asserts that his lack of prior discipline, positive work record, and potential for rehabilitation outweigh the nature and seriousness of the offense. Id. at 26-28. However, we agree with the administrative judge that the record reflects that the deciding official considered the appellant’s lack of prior discipline as well as his 18 years of service and positive work performance but found that the nature and seriousness of the offenses and the appellant’s status as a principal and supervisor at a remote location overseas outweighed such factors. 10 ID at 48-52. The deciding official further considered the appellant’s potential for rehabilitation but found that he did not show any such potential because he failed to acknowledge responsibility for his actions or demonstrate remorse in his reply. ID at 51. Thus, although the appellant may disagree with the demotion penalty, we discern no error in the administrative judge’s determination that demotion was within the tolerable limits of reasonableness and the agency’s selected penalty of demotion to a nonsupervisory position was entitled to deference. See Crosby, 74 M.S.P.R. at 106; Broughton, 33 M.S.P.R. at 359; see also Martin v. Department of Transportation , 103 M.S.P.R. 153, ¶ 13 (2006) (noting that agencies are entitled to hold supervisors to a higher standard of conduct than nonsupervisors because they occupy positions of trust and responsibility), aff’d, 224 F. App’x 974 (Fed. Cir. 2007). 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 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. 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 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 12 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.
Tran_DavidDC-0752-19-0758-I-1__Final_Order.pdf
2024-05-03
DAVID TRAN v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-0752-19-0758-I-1, May 3, 2024
DC-0752-19-0758-I-1
NP
1,562
https://www.mspb.gov/decisions/nonprecedential/McClay_Wilbert_A_DC-315H-19-0472-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD WILBERT A. MCCLAY, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER DC-315H-19-0472-I-1 DATE: May 3, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Wilbert A. McClay , Alexandria, Virginia, pro se. Tracy Gonos , Alexandria, 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 dismissed his probationary termination appeal for lack of jurisdiction. On petition for review, the appellant does not dispute that he was serving in a probationary period at the time he was terminated but instead challenges the administrative judge’s determination that he received notice of his termination on April 9, 2019, arguing instead that he did not receive notice until 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). day, April 10, 2019; challenges the agency’s reason for terminating him; and disputes the administrative judge’s assertion that he did not retain counsel despite being afforded the opportunity to do so. 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 that the administrative judge erroneously stated that the appellant received notice of his removal on April 9, 2019, instead of April 10, 2019, which the agency acknowledges, the record shows that although the appellant’s probationary termination letter is dated April 9, 2019, it has a hand-written annotation stating that it was delivered to the appellant on April 10, 2019, so the administrative judge’s statement was in error. See Petition for Review (PFR) File, Tab 5 at 7; Initial Appeal File (IAF), Tab 10 at 11; Tab 11, Initial Decision at 2. Nevertheless, any such error was immaterial to the outcome of the appeal, as it is undisputed that the appellant actually received the termination letter by the effective date of his termination. See Panter v. Department  of the Air Force, 22 M.S.P.R. 281, 282 (1984) (finding that an adjudicatory error that was not prejudicial to a party’s substantive rights provided no basis for reversal of an initial decision). Regarding the appellant’s claim that, despite the administrative judge’s assertion otherwise, he did in fact obtain legal representation, the appellant provides a copy of a certificate of service the agency sent with its response to the administrative judge’s jurisdictional order, which identifies the appellant’s2 representative and certifies that the filing was sent to his representative. PFR File, Tab 1 at 9; see IAF, Tab 10 at 8. Although it appears that the appellant may have informed the agency that he had obtained representation before the initial decision was issued, neither the appellant nor the appellant’s representative filed a designation of representative as required by Board regulations, and none of the appellant’s filings with the Board identified his representative. See 5 C.F.R. § 1201.31(a) (indicating that an appellant must designate his representative, if any, in a signed submission); IAF, Tabs 1, 5-7, 9. 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 2 The appellant has submitted additional documents with his petition for review, and a supplemental filing consisting of an audio recording. PFR File, Tab 1 at 6-8; Tab 2. 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 all of the evidence predates the initial decision and 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. Accordingly, we have not considered it.3 AFFIRM the initial decision, which is now the Board’s final decision.3 5 C.F.R. § 1201.113(b). 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. 3 In its response to the appellant’s petition for review, the agency requests that the Board re-caption the case to identify the agency subcomponent, the United States Patent and Trademark Office (USPTO), as the respondent agency, arguing that it maintains “independent control of its personnel decisions and other administrative and management functions” from the Department of Commerce. PFR File, Tab 5 at 4 n.1. The Board generally does not identify an agency subcomponent as the respondent in appeals before the Board. See, e.g., Searcy v. Department  of Commerce, 114 M.S.P.R. 281 (2010) (identifying the Department of Commerce as the respondent agency in an involuntary resignation appeal filed by a USPTO employee); Dixon v. Department  of Commerce, 109 M.S.P.R. 314 (2008) (identifying the Department of Commerce as the respondent agency in the appeal of an arbitrator’s decision sustaining the removal of a USPTO employee). Additionally, in analogous circumstances, the Board has declined an agency’s request to re-caption a case. See Doe v. Department  of Justice, 95 M.S.P.R. 198 n.2 (2003) (denying the agency’s request to re-caption the case, in order to reduce the possibility of confusion, where the agency subcomponent was abolished and its functions were transferred to a newly created agency). Accordingly, we deny the agency’s request. 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 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 you5 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.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. 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
McClay_Wilbert_A_DC-315H-19-0472-I-1__Final_Order.pdf
2024-05-03
WILBERT A. MCCLAY v. DEPARTMENT OF COMMERCE, MSPB Docket No. DC-315H-19-0472-I-1, May 3, 2024
DC-315H-19-0472-I-1
NP
1,563
https://www.mspb.gov/decisions/nonprecedential/Downs_JuliaDC-1221-21-0223-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JULIA DOWNS, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER DC-1221-21-0223-W-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 George M. Chuzi , Esquire, Washington, D.C., for the appellant. Kristin Murrock , Esquire, Suitland, Maryland, 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 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, a GS-15 Assistant Division Chief for Human Resources Policy, Talent Development, and Performance Management within the Human Resources Division of the agency’s Census Bureau (CB), filed an appeal with the Board alleging that agency officials took several actions against her in retaliation for her disclosures to agency management, the agency’s Office of Inspector General (IG or OIG), and the Office of Special Counsel (OSC). Initial Appeal File (IAF), Tab 1 at 1, 4, Tab 9 at 6-9. With her appeal, the appellant submitted a December 4, 2020 letter from OSC advising her that it had terminated its inquiry into her allegations. IAF, Tab 1 at 4-5. The administrative judge issued an order setting forth the appellant’s burden to establish the Board’s jurisdiction over her IRA appeal. IAF, Tab 3. The appellant submitted an unsworn response. IAF, Tab 9 at 3. In her response, she provided details regarding her purported disclosures and activities. Id. at 6-14. Specifically, she identified them as follows: 1.In January 2020, [she] disclosed to [the Chief Human Capital Officer] and the IG [her first-level supervisor’s] gross waste of $145,000 and abuse of authority regarding the performance management pilot project; 2.On May 19, 2020, [she] disclosed to the OSC [her second -level supervisor’s] violation of law, rule, or regulation regarding Census’[s] implementation of COVID leave, presenting a substantial and specific danger to public health or safety; and 3.On August 11, 2020, [she] disclosed to [the CB Director, CB Deputy Director, and the appellant’s first- and second-level supervisors] [her second-level supervisor’s] gross mismanagement regarding Census’[s] implementation of COVID leave, presenting a substantial and specific danger to public health or safety. Id. at 9-10. The administrative judge issued an initial decision based on the written record, dismissing the appeal for lack of jurisdiction. IAF, Tab 15, Initial Decision (ID) at 1, 6-7. Specifically, after apprising the appellant of her2 jurisdictional burdens and considering the parties submissions on the issue, he found that the appellant failed to prove that she exhausted her OSC remedy as to the disclosures and activities she raised on appeal. IAF, Tabs 3, 9-10; ID at 4-6. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. The agency has responded to the appellant’s petition. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW 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). 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. If the appellant proves 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. 5 U.S.C. § 1221(e)(1)-(2); Salerno, 123 M.S.P.R. 230, ¶ 5. The appellant proved exhaustion of her claimed protected activities and protected disclosures before 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. Miller v. Federal Deposit Insurance Corporation , 122 M.S.P.R. 3, ¶ 6 (2014), aff’d, 626 F. App’x 261 (Fed. Cir. 2015). The substantive3 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. An appellant may demonstrate exhaustion through her initial OSC complaint, evidence that she 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 v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). In this case, the administrative judge found the appellant’s submissions insufficient to prove by preponderant evidence that she exhausted her administrative remedies before OSC. ID at 4-6. The administrative judge reasoned that her submissions lacked necessary details and failed to reflect “that the disclosures and personnel actions alleged in her [OSC] complaint match[ed] the allegations made to the Board.”2 Id. The appellant exhausted the activity and disclosure she identified as “disclosure (1).” On review, the appellant argues that the allegations she made to OSC, as reflected in its December 4, 2020 letter, were sufficient to meet her exhaustion requirement as to disclosure (1). PFR File, Tab 1 at 10-14. We agree. 2 The appellant argues on review that the administrative judge erred in finding that the jurisdictional response she submitted below was entitled to little probative weight. PFR File, Tab 1 at 19; ID at 4. We find it unnecessary to reach this argument. The appellant’s jurisdictional response did not assert any additional details regarding the information she provided to OSC in connection with her reprisal claim. Rather, it provided further information regarding her underlying alleged protected disclosures and activities. IAF, Tab 9. Therefore, its probative weight is not relevant to the exhaustion issue, and any error by the administrative judge did not affect his analysis. 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). 4 As alleged in more detail below, the appellant alleged that her first-level supervisor unilaterally “de-scop[ed] a performance management pilot project” that had been approved by high-level agency officials, “thereby wasting approximately $145,000.” IAF, Tab 9 at 6. She alleged that she disclosed these facts, which she argued she reasonably believed amounted to a gross waste of funds, to the Chief Human Capital Officer in January 2020. Id. She further asserted that she “made this same disclosure to the [agency’s OIG]” around the same time. Id. The appellant’s claim appears to align with her complaint, as identified by OSC, that agency officials retaliated against her for reporting to management, on an unidentified date, and to the agency’s OIG “around February 2020,” that “management . . . inappropriately ordered the de-scoping of a HR pilot project.” IAF, Tab 1 at 4. Under 5 U.S.C. § 2302(b)(9)(C), an employee engages in protected activity when she cooperates with, or discloses information to, an agency’s OIG or OSC. Disclosures of information to an agency’s OIG or to OSC are protected, regardless of their content, as long as such disclosures are made “in accordance with applicable provisions of law.” Fisher v. Department of the Interior , 2023 MSPB 11, ¶ 8. In the initial decision, the administrative judge did not consider whether the appellant was alleging that she engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C) when she disclosed the information regarding de-scoping to the OIG. We conclude that this was error and find that the appellant exhausted her administrative remedies with OSC regarding this claim. Although the appellant has not provided a copy of her OSC complaint, the OSC letter identifies her claim that “around February 2020,” she made a disclosure to the agency’s OIG regarding the de-scoping of an HR pilot project that caused the agency to take certain personnel actions against her. IAF, Tab 1 at 4. As previously noted, disclosures to the OIG are protected without regard for the content of such disclosures. Fisher, 2023 MSPB 11, ¶ 8. Accordingly, we5 find that she proved by preponderant evidence that she exhausted her administrative remedy regarding this activity. We also find that the appellant exhausted with OSC her claim that she made this same de-scoping disclosure to management. We note that, as the administrative judge observed, the appellant has not claimed that she advised OSC as to whom in management she made her de-scoping disclosure or how her disclosure “led to each personnel action.” IAF, Tab 1 at 4; ID at 5. Nonetheless, the appellant, who was pro se below, submitted the December 4, 2020 OSC letter identifying an allegation of retaliation for reporting to management a gross waste of funds and an abuse of authority in connection with de-scoping an HR pilot project. IAF, Tab 1 at 4. We find that these allegations to OSC, apparently made without the benefit of representation, provided OSC with a sufficient basis to pursue an investigation, and thus the appellant established that she exhausted her remedies as to this disclosure. The appellant exhausted her protected activity of making a disclosure to OSC, which she identified as “disclosure (2).” The appellant argues on review that the disclosure she made to OSC, as reflected in its December 4, 2020 letter, was sufficient to meet her exhaustion requirement as to disclosure (2). PFR File, Tab 1 at 10-14. The administrative judge found that she failed to exhaust disclosure (2) with OSC, reasoning that she failed to mention to whom the disclosure was made, which personnel actions occurred as a result, or who was responsible for taking the actions. ID at 5-6. We disagree with the administrative judge. As previously indicated, disclosures to OSC are protected activity under 5 U.S.C. § 2302(b)(9)(C). Fisher, 2023 MSPB 11, ¶ 8. Further, filing an OSC complaint seeking to remedy reprisal for protected whistleblowing is a protected activity under 5 U.S.C. § 2302(b)(9)(A)(i), and thus within the Board’s IRA jurisdiction. See Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 10 (2016) (explaining that a claim of retaliation for filing a prior Board appeal that included6 a claim of whistleblower reprisal was a protected activity under 5 U.S.C. § 2302(b)(9)(A)(i)); see also Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 7 (2013) (recognizing that the WPEA expanded the Board’s IRA jurisdiction to include reprisal for activity under 5 U.S.C. § 2302(b)(9)(A) (i)). Here, the appellant identified in her jurisdictional response that, in May 2020, she made disclosure (2) to OSC. IAF, Tab 9 at 7. In particular, she alleged that she disclosed to OSC “that [CB] violated [agency] Human Resources Bulletin #243 by, initially, refusing to implement the regulation and then by adding Census-specific stipulations unauthorized by the Bulletin for employees to qualify for COVID leave.” Id. The OSC closure letter similarly identifies that “[she] alleged that management failed to properly offer CB employees leave in connection with the coronavirus pandemic.” IAF, Tab 1 at 4. Although the OSC letter does not specify when she disclosed this information to OSC, it indicates that she filed her OSC complaint in May 2020. Thus, we find that the OSC letter contains sufficient information to prove that she brought this claim before OSC. Accordingly, we find that she showed by preponderant evidence that she exhausted her administrative remedy regarding her claim of reprisal for filing an OSC complaint seeking to remedy whistleblower reprisal or disclosing information to OSC in May 2020. The appellant exhausted with OSC what she identified as “disclosure (3).” On review, the appellant also argues that the information she provided to OSC, as reflected in its December 4, 2020 letter, was sufficient to meet her exhaustion requirement as to disclosure (3). PFR File, Tab 1 at 10-15. We agree. The administrative judge found that she could not meet the exhaustion requirement because she alleged that she made this disclosure to the agency after she filed her OSC complaint, and there was no evidence of an amendment to her OSC complaint in the record. ID at 6. However, an appellant may prove she exhausted any amendments to her complaint by presenting OSC’s determination7 letter or other letters from OSC referencing the amended allegations. Mason, 116 M.S.P.R. 135, ¶ 8. As such, to the extent the administrative judge found that she failed to prove exhaustion because the disclosure occurred after she filed her complaint in May 2020, this was error. ID at 6. Below, the appellant alleged that, in August 2020, she reported to agency leadership, with a copy to her first- and second-level supervisors, her belief “that adding two pages of Census-specific stipulations for employee eligibility for the COVID leave benefit constituted gross mismanagement” and a substantial and specific danger to public health or safety. IAF, Tab 9 at 8, 10. This appears to align with the appellant’s claim, identified in the December 4, 2020 OSC letter, that she disclosed to the agency that “management failed to properly offer CB employees leave in connection with the coronavirus pandemic [and] reviewed employee personnel documents to avoid providing that leave.” IAF, Tab 1 at 4. We note that OSC’s letter does not indicate that the appellant advised OSC as to when she purportedly made this disclosure or to whom in management it was made. Id. Further, the specific nature of the wrongdoing appears to have changed from her OSC complaint to her jurisdictional response to the Board. While she alleged to OSC that CB failed to offer COVID-related leave, she alleges below that CB added requirements that created a stumbling block for use of that leave. IAF, Tab 1 at 4, Tab 9 at 8. Nonetheless, applying the reasoning from Briley v. National Archives and Records Administration , 236 F.3d 1373, 1378 (Fed. Cir. 2001), and Tuten v. Department of Justice , 104 M.S.P.R. 271, ¶ 6 (2006), we conclude that the appellant’s allegation to OSC identified her core claim that she disclosed to the agency that CB was interfering with employees’ ability to take what she identified as COVID leave. The appellant made nonfrivolous allegations that she engaged in protected activities. We have found that the appellant exhausted with OSC all of the following alleged protected disclosures and activities: (1) her activity of disclosing8 information to the agency’s OIG regarding the de-scoping of a pilot project and her disclosure to management of the same information; (2) her activity of disclosing to OSC information regarding the agency’s implementation of COVID leave; and (3) her disclosure to CB managers and supervisors regarding CB interfering with employees’ use of COVID-related leave. As to the exhausted activities and disclosures, the next jurisdictional inquiry is whether the appellant nonfrivolously alleged that they were protected under the WPEA. See Salerno, 123 M.S.P.R. 230, ¶ 5. The U.S. Court of Appeals for the Federal Circuit has found that, in the context of an IRA appeal, a nonfrivolous allegation is an allegation of “sufficient factual matter, accepted as true, to state a claim that is plausible on its face.”3 Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1364, 1369 (Fed. Cir. 2020). Any doubt or ambiguity as to whether the appellant made nonfrivolous jurisdictional allegations should be resolved in favor of affording the appellant a hearing. Grimes v. Department of the Navy , 96 M.S.P.R. 595, ¶ 12 (2004). Whether the appellant’s allegations can be proven on the merits is not part of the jurisdictional inquiry. Lane v. Department of Homeland Security , 115 M.S.P.R. 342, ¶ 12 (2010). For the reasons discussed above, we find that the appellant nonfrivolously alleged that she engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C) when she made disclosures to the OIG and OSC because such activities fall within the protective umbrella of the WPEA without regard to their content. IAF, Tab 1 at 4, Tab 9 at 6-7, 9; see Fisher, 2023 MSPB 11, ¶ 8. We now consider whether the appellant made a nonfrivolous allegation that her exhausted disclosures to agency management are protected disclosures under 5 U.S.C. § 2302(b)(8). A nonfrivolous allegation of a protected disclosure is an 3 Although Board regulations specify that nonfrivolous allegations are generally sworn, 5 C.F.R. § 1201.4(s), the Board has declined to impose such a requirement, Edem v. Department of Commerce , 64 M.S.P.R. 501, 505-06 (1994). Therefore, we have considered the appellant’s unsworn jurisdictional response.9 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). 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, regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. Id. (citing Lachance v. White , 174 F.3d 1378, 1380-81 (Fed. Cir. 1999)). The disclosures must be specific and detailed, not vague allegations of wrongdoing. Id. With respect to her alleged disclosure to management, which she identified under “disclosure (1),” i.e., that her first-level supervisor engaged in a gross waste of funds and abused her authority by “unilaterally de-scoping” a pilot project, we find that the appellant failed to nonfrivolously allege that she disclosed what a reasonable person in her position would believe was wrongdoing within the scope of 5 U.S.C. § 2302(b)(8). IAF, Tab 9 at 6. A “gross waste of funds” is a more than debatable expenditure that is significantly out of proportion to the benefit reasonably expected to accrue to the Government. Smith v. Department of the Army , 80 M.S.P.R. 311, ¶ 8 (1998). An abuse of authority occurs when an agency’s exercise of its authority is inconsistent with its mission. See Smolinski v. Merit Systems Protection Board , 23 F. 4th 1345, 1352 (Fed. Cir. 2022). The appellant specified that “approximately $145,000” was wasted when her first-level supervisor “unilaterally de-scop[ed] a performance management pilot project” approved by higher-level CB management. IAF, Tab 9 at 6, 10. However, she did not explain the basis for her belief that it was a gross waste of funds or how it was wasteful, i.e., significantly out of proportion to the benefits10 reasonably expected to accrue. Id. She also did not indicate what “de-scoping” is, why it was inappropriate, or the basis for her belief that it was an abuse of authority besides identifying that the pilot project was originally approved by high-level agency officials. Id. She did not claim the de-scoping was inconsistent with the agency’s mission or that her supervisor lacked the authority to de-scope the project. Therefore, we find that the alleged disclosure lacks the specificity necessary for the Board to find that she made a nonfrivolous allegation of a protected disclosure. See Graves v. Department of Veterans Affairs , 123 M.S.P.R. 434, ¶¶ 7, 9 (2016) (finding that an appellant’s vague allegations that he reported to the agency gross mismanagement and a gross waste of funds without further details regarding the nature of his alleged protected disclosures did not satisfy the Board’s nonfrivolous allegation standard). We turn next to disclosure (3). The appellant alleged below that, on August 11, 2020, she advised CB managers and supervisors via email of her belief that CB acted improperly by adding CB-specific stipulations to employees’ use of what she termed “COVID leave.”4 IAF, Tab 9 at 8. Both the appellant and 4 The appellant did not provide a copy of her email. However, the agency submitted an August 2020 email exchange between the appellant and her supervisor regarding the appellant’s request for paid time for dependent care and an agency policy concerning this benefit, identified as Human Resources (HR) Bulletin #243. IAF, Tab 10 at 19-21, 23-25. We have considered this email exchange and policy to the extent that they support a finding that the appellant nonfrivolously alleged that she made a protected disclosure. See Smolinski, 23 F. 4th at 1352 (holding that it is proper to consider record evidence referenced by an appellant for purposes of determining whether an individual nonfrivolously alleged that he made a protected disclosure). According to the August 2020 exchange with her supervisor, provided by the agency, on August 13, 2020, her supervisor advised her that she could not “approve [the appellant’s] leave request for 4 hours of paid excused absence for dependent care.” IAF, Tab 10 at 24. Specifically, she advised that CB policy guidance required employees to use other categories of leave entitlements prior to being granted paid excused absences and requested that the appellant resubmit her leave request in accordance with that guidance. Id. On August 14, 2020, the appellant responded, stating, among other things, that she “executed the unlawful order” to change her leave request and that “[she] know[s] that this decision [requiring her to first exhaust] pay (e.g.[,] [leave under the Emergency Paid Sick Leave Act provision of the Families First Coronavirus Response Act] 2/3 pay for childcare) and benefits (e.g.[,] using personal leave or compensatory or travel time)11 the agency referred, at times, to the benefit in question as “leave.” IAF, Tab 10 at 23-25. However, it is clear from the record that the benefit was not leave, but rather “up to 20 hours of excused absence per pay period” to care for dependent family members if their school or care was otherwise “not available due to the pandemic.” Id. at 20, 23-25. The appellant objected to the agency’s requirement that she first exhaust accrued credit hours or other available leave before receiving paid time for dependent care. IAF, Tab 9 at 8, 10. She alleged that this requirement was “gross mismanagement . . . presenting a substantial and specific danger to public health or safety.” Id. Gross mismanagement is 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). The statutory protections for whistleblowers are not a weapon in arguments over policy or a shield for insubordinate conduct. Webb v. Department of the Interior , 122 M.S.P.R. 248, ¶ 8 (2015). 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, 122 M.S.P.R. 248, ¶ 8. The appellant here alleged that the CB-specific stipulations to the agency’s provision of paid excused absences connected with the coronavirus pandemic “erod[ed] [CB] employees’ trust in the honesty and transparency of management, thereby creating a substantial risk of a significant, adverse impact on the [a]gency’s ability to execute its mission.” IAF, Tab 9 at 8. This vague assertion did not explain how the agency’s action created a substantial risk of a significant adverse impact upon its ability to accomplish its mission. Nor did the appellant is contrary to Merit System Principles in accordance with 5 USC Section 2302(b)(12) and constitutes a Prohibited Personnel Practice.” Id. at 23-24.12 provide sufficient information for us to infer such a finding. Rather, her disclosure appears to challenge the agency’s conditions for employees’ use of paid excused absences, which amounts to a disagreement with a lawful exercise of discretionary authority. See Webb, 122 M.S.P.R. 248, ¶¶ 2, 8-10 (finding that the appellant’s position paper disagreeing with the agency’s lawful decision regarding how to carry out a required restructuring was a policy disagreement). Therefore, we conclude that the appellant failed to nonfrivolously allege that she reasonably believed that she disclosed gross mismanagement. The appellant also alleged that disclosure (3) was protected because it revealed a substantial and specific danger to public health or safety. IAF, Tab 9 at 10. We are not persuaded. In determining whether a disclosure evidenced a substantial and specific danger to public health or safety, it is appropriate for the Board to consider factors such as the likelihood of harm resulting from the danger. Chambers v. Department of the Interior , 515 F.3d 1362, 1369 (Fed. Cir. 2008). A disclosure of a speculative danger is insufficient. Id.; Miller v Department of Homeland Security , 111 M.S.P.R. 312, ¶ 6 (2009). Here, the appellant alleged that the CB-specific stipulations created an increased risk of COVID exposure to employees and their children when employees could not otherwise take leave. IAF, Tab 9 at 10 n.5. The problem with this claim is that, as alleged by the appellant, the agency made excused absences available to precisely those employees who lacked leave or other options. Thus, no reasonable person in the appellant’s position could conclude that the CB-specific stipulations would prevent employees without leave from using the paid excused absence benefit for dependent care. Nor has she identified any other reasonable basis to believe that the agency’s limitations on this benefit increased potential COVID exposure. To the extent that the appellant alleged that disclosure (3) is protected as an allegation of a violation of a law, rule, or regulation, we are not persuaded. She failed to identify or explain how the stipulations ran afoul of any law, rule, or13 regulation. IAF, Tab 9 at 8. The Office of Personnel Management explained in a fact sheet that, during the COVID-19 pandemic, agencies had multiple options for telework-eligible employees with caregiving responsibilities, including the “broad management authority to grant excused absences with pay.” See Fact Sheet - Options for Telework-Eligible Employees with Caregiving Responsibilities , https://www.opm.gov/policy-data-oversight/covid-19/options-for-telework- eligible-employees-with-caregiving-responsibilities/ (last visited May 1, 2024). However, this fact sheet advised agencies to grant such paid absences “sparingly” and did not preclude agencies from exercising discretion in granting this leave. Id. Further, the requirement that employees first exhaust other leave and use credit hours does not violate the agency’s written policy with regards to the granting of such paid absences. IAF, Tab 10 at 19-21. The policy itself states that paid excused absences are not a substitute for the use of sick leave when appropriate, and that “flexible alternative schedule[s]” should be considered before awarding paid excused absences. Id. at 20. Thus, we find that a disinterested person with knowledge of the essential facts would not believe that the CB-specific stipulations violated any rule, law, or violation. Further, given the nature of her position “as the manager and subject matter expert for Human Resources Policy and Performance Management,” we find that the appellant could not reasonably believe that the CB-specific stipulations evidenced any of the situations specified in 5 U.S.C. § 2302(b)(8). IAF, Tab 9 at 9; see Webb, 122 M.S.P.R. 248, ¶ 12 n.5 (finding an appellant’s involvement with, and understanding of, the subject matter may go to whether he had a reasonable belief that he disclosed a violation of a law, rule, or regulation). Thus, we find that the appellant failed to make a nonfrivolous allegation that she made a protected disclosure.14 The appellant nonfrivolously alleged that the agency subjected her to several covered personnel actions. The appellant argues generally that her allegations are nonfrivolous but does not present specific arguments regarding the claimed personnel actions. PFR File, Tab 1 at 20-24. The administrative judge did not reach the issue of whether the appellant made a nonfrivolous allegation that the agency took personnel actions against her. Therefore, we consider in the first instance here those personnel actions alleged by the appellant in her jurisdictional response. IAF, Tab 9 at 10. The appellant alleged below that the agency took the following retaliatory personnel actions against her between February and October 2020. According to the appellant, in February 2020, the agency “significantly diminished her duties” in retaliation for her the de-scoping disclosure she made to the agency’s OIG. Id. at 6-7, 10. On August 13, 2020, her first-level supervisor rescinded her prior approval of the appellant’s request for 20 hours of paid leave in retaliation for her disclosure to CB managers and supervisors that CB was interfering in employees’ use of COVID leave. Id. at 8-9. On September 1, 2020, her second -level supervisor notified her that, effective September 7, 2020, she would be involuntarily detailed to a nonsupervisory position in retaliation for this same disclosure. Id. at 8. She also alleged that, on October 7, 2020, her first- and second-level supervisors rated her performance appraisal for fiscal year (FY) 2020 as lower than she deserved in retaliation for her disclosure to the agency’s OIG and her disclosure to CB regarding COVID leave. Id. at 9-10. Because we have found that the appellant failed to nonfrivolously allege that her August 2020 disclosure was protected, we need not consider further the alleged August 13, 2020 denial of leave, or the September 2020 detail. We next turn to the appellant’s claim that the agency diminished her duties in February 2020. A diminishment in duties is not an enumerated personnel action under the WPEA. See 5 U.S.C. § 2302(a)(2)(A). However, a significant15 change in working conditions and duties is a personnel action under 5 U.S.C. § 2302(a)(2)(A)(xii). In determining whether an appellant has suffered a significant change in her working conditions, the Board considers only agency actions that, individually or collectively, have practical and significant effects on the overall nature and quality of an employee’s working conditions, duties, or responsibilities. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 16. The appellant alleged below that her first-level supervisor did not appoint her to a COVID taskforce. IAF, Tab 9 at 6-7. She also claimed that this supervisor “excluded [her] from all matters related to Human Resources Policy and significant parts of the Human Resources Talent Development and Performance Management portfolio,” which “removed her ability to execute more than half of her portfolio.” Id. We find that these allegations constitute a nonfrivolous allegation of a significant change in duties or responsibilities. See Skarada, 2022 MSPB 17, ¶¶ 17-18 (finding that the appellant nonfrivolously alleged that the agency subjected him to a significant change in duties, responsibilities, or working conditions when he alleged that, among other actions, his chain of command directed him to stop attending leadership meetings and performing certain extra duties). The appellant has also nonfrivolously alleged that her FY 2020 reduced performance appraisal constituted a personnel action. IAF, Tab 9 at 9-10, Tab 10 at 29-39. A performance evaluation is a personnel action under 5 U.S.C. § 2302(a)(2)(A)(viii).5 The appellant made a nonfrivolous allegation that one protected activity was a contributing factor in two personnel actions. The final jurisdictional inquiry is whether the appellant has nonfrivolously alleged that her protected activity or disclosure was a contributing factor in the 5 The appellant exhausted her performance evaluation and hostile work environment claims before OSC. IAF, Tab 1 at 4.16 agency’s decision to take, fail to take, or threaten to take or fail to take a personnel action. Salerno, 123 M.S.P.R. 230, ¶ 5; see 5 U.S.C. §§ 1221(e)(1), 2302(b)(9). We find that the appellant met her jurisdictional burden as to her claim that her OIG disclosure contributed to a hostile work environment in February 2020 and an undeserved evaluation of her performance for FY 2020. To satisfy the contributing factor criterion at the jurisdictional stage of an IRA appeal, the appellant only need raise a nonfrivolous allegation that the fact of, or the content of, the protected disclosure was one factor that tended to affect the personnel action in any way. Salerno, 123 M.S.P.R. 230, ¶ 13. One way to establish contributing factor is the knowledge/timing test, under which an employee may nonfrivolously allege that the disclosure was a contributing factor in a personnel action through circumstantial evidence, such as evidence that the official who took 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. The Board has held that a personnel action taken within approximately 1 to 2 years of the appellant’s disclosures satisfies the timing component of the knowledge/timing test. Id., ¶ 14. As to disclosure (1), we have found that the appellant established that she exhausted her OSC remedy and nonfrivolously alleged that she disclosed the de-scoping of a pilot project to the agency’s OIG in January or February 2020. IAF, Tab 1 at 4, Tab 9 at 6-7, 10. The appellant also nonfrivolously alleged that, in retaliation for this protected activity, her supervisor significantly changed her working conditions and duties on February 28, 2020, and her first- and second-level supervisors issued her an undeserved performance review for FY 2020 on October 7, 2020. IAF, Tab 9 at 6-7, 9. According to the appellant, she advised her first-level supervisor of her intention to make this OIG disclosure. Id. at 6. Although she does not specify when she so informed her supervisor, based on her assertions below, we infer that she is alleging she17 conveyed her intent to her supervisor in January or February 2020. Id. We conclude that she met her burden to nonfrivolously allege that her protected OIG activity was a contributing factor in her first-level supervisor’s decision to change her working conditions and duties less than 2 months later, and issue her an allegedly undeserved FY 2020 performance review approximately 9 months later. Therefore, we find that the appellant met her jurisdictional burden to prove contributing factor under the knowledge/timing test. As to disclosure (2), we have found that the appellant met her burden to prove exhaustion and that she made nonfrivolous allegations that, in May 2020, she engaged in protected activity by making a disclosure to OSC regarding the agency’s implementation of COVID leave. IAF, Tab 1 at 4, Tab 9 at 10. The appellant speculated below that certain agency officials, including her second-level supervisor, may have learned she was the source of this disclosure after OSC referred it to the agency’s OIG for investigation. IAF, Tab 9 at 7. However, she did not identify below, and does not identify on review, what personnel action or actions resulted from her OSC disclosure. Id. The Board has found that an appellant must make specific and detailed allegations; vague, conclusory, unsupported, and pro forma allegations of do not meet the nonfrivolous pleading standard. Clark v. U.S. Postal Service , 123 M.S.P.R. 466, ¶ 7 (2016), aff’d per curiam , 679 F. App’x 1006 (Fed. Cir. 2017), and overruled on other grounds by Cronin v. U.S. Postal Service , 2022 MSPB 13, ¶ 20 n.11. Because critical allegations as to the retaliatory actions that stemmed from this protected activity are missing, we cannot make a determination as to contributing factor. Put another way, we have no allegations that we may assume are true for purposes of making a jurisdictional determination. See Hessami, 979 F.3d at 1369. Therefore, we find that the Board lacks jurisdiction over the appellant’s alleged OSC disclosure. In sum, we find that the Board has jurisdiction over the appellant’s claim that, in reprisal for her protected activity of making a disclosure to the agency’s18 OIG in January or February 2020, the agency subjected her to a hostile work environment in February 2020, and issued her a less-than-deserved performance appraisal for FY 2020. Therefore, she is entitled to a hearing on the merits of these claims. 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.19
Downs_JuliaDC-1221-21-0223-W-1__Remand_Order.pdf
2024-05-02
JULIA DOWNS v. DEPARTMENT OF COMMERCE, MSPB Docket No. DC-1221-21-0223-W-1, May 2, 2024
DC-1221-21-0223-W-1
NP
1,564
https://www.mspb.gov/decisions/nonprecedential/Mohler_TimothyCH-1221-18-0119-B-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY MOHLER, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER CH-1221-18-0119-B-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Timothy Mohler , Harrison Township, Michigan, pro se. Karen R. Hiyama , Detroit, Michigan, 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 in this individual right of action (IRA) appeal. On petition for review, he disagrees with the administrative judge’s finding that the agency proved by clear and convincing evidence that it would have taken the same personnel actions absent his protected disclosure; 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). argues that the administrative judge abused her discretion by denying his motion to compel and that the administrative judge who adjudicated the underlying appeal was biased against him; raises new personnel actions; and asserts that he engaged in a protected activity under 5 U.S.C. § 2302(b)(9)(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. 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 properly analyzed Carr factors 1 and 2. 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 whistleblowing, 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 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. Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999); Semenov v. Department of Veterans Affairs , 2023 MSPB 16, ¶ 35.2 The administrative judge found that the agency showed by clear and convincing evidence that the individuals involved in the decision to suspend the appellant’s computer access lacked retaliatory motive. Mohler v. Department of Homeland Security , MSPB Docket No. CH-1221-18-0119-B-1, Remand File (RF), Remand Initial Decision (RID) at 9-10. The administrative judge reasoned, in part, that the appellant’s third-level supervisor, who was unaware of the appellant’s disclosure, temporarily suspended his computer access based on the mistaken belief that he improperly sent an email from a Maintenance Mechanic’s email account in August 2015. RID at 7-9. The appellant argues on review that his second-level supervisor, who knew of his disclosure, “randomly” identified the appellant to his third-level supervisor as the one who sent the allegedly improper email. Mohler v. Department of Homeland Security , MSPB Docket No. CH-1221-18-0119-B-1, Remand Petition for Review (RPFR) File, Tab 2 at 6-7; Mohler v. Department of Homeland Security , MSPB Docket No. CH-1221-18-0119-W-1, Initial Appeal File (IAF), Tab 16 at 78, 206. Similarly, he asserts that this error could have been corrected if his supervisors had requested a copy of the email in question. RPFR File, Tab 2 at 7. To the extent that the appellant argues that his second-level supervisor influenced his third-level supervisor to retaliate against him, we are not persuaded. An appellant can establish a prohibited animus toward a whistleblower based on evidence that an individual with knowledge of the protected disclosure influenced the official who is accused of taking the personnel actions. Karnes v. Department of Justice , 2023 MSPB 12, ¶ 19. The administrative judge considered the motive of the appellant’s second-level supervisor, but credited his testimony that he did not view the appellant’s disclosure as reflecting poorly on him. RID at 9; Hearing Transcript (HT) at 183 (testimony of the appellant’s second-level supervisor). In crediting the appellant’s second-level supervisor, the administrative judge properly considered that the testimony was undisputed, there was no evidence contradicting his3 testimony, and his testimony was consistent with other evidence. RID at 9-10; see Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987) (identifying these and other factors relevant to an administrative judge’s credibility determinations). The appellant’s assertion that his second-level supervisor randomly identified him as the individual who allegedly accessed the Maintenance Mechanic’s email account, and his suggestion that his supervisors could have cleared him of any misconduct by requesting to see the email in question, do not evidence any error by the administrative judge in her credibility finding. In any event, we observe that the appellant’s second-level supervisor testified that he identified the appellant as the culprit because of the ongoing interpersonal conflicts between him and the Maintenance Mechanic. HT at 167 (testimony of the appellant’s second-level supervisor). The appellant does not dispute that such conflicts existed or that they were the basis for his supervisor’s logical conclusion that the appellant sent the alleged email. Thus, we find no reason to disturb the administrative judge’s finding that Carr factor 2 weighed strongly in the agency’s favor. As for the appellant’s temporary relocation, the administrative judge found that the evidence strongly supported the agency’s explanation that it relocated the appellant after the Maintenance Mechanic alleged that the appellant harassed him. RID at 6. The appellant does not dispute the administrative judge’s factual findings that he and the Maintenance Mechanic had a longstanding interpersonal conflict and that the Maintenance Mechanic’s job required being physically located in the Detroit Sector Headquarters, while the appellant could perform his duties at another location. RID at 6-7. The appellant’s suggestion that the agency relocated him because of his protected disclosure does not undermine the agency’s evidence in support of its personnel action. RPFR File, Tab 7 at 7; IAF, Tab 16 at 33. 4 On review, the appellant notes that his first-level supervisor stated that the appellant’s relocation was “related to” his disclosure. RPFR File, Tab 2 at 7. This mischaracterizes his statement. The supervisor indicated that the appellant’s relocation was related to the investigation into the mistaken belief that he sent an email from the Maintenance Mechanic’s email account. IAF, Tab 16 at 68; HT at 57-59 (testimony of the appellant’s first-level supervisor). In any event, the first-level supervisor only became involved in the appellant’s relocation after the appellant’s second - and third-level supervisors, in conjunction with management officials outside of the appellant’s chain of command, made the decision to relocate the appellant in response to the harassment allegation. IAF, Tab 16 at 33, 87; HT at 57 (testimony of the appellant’s first-level supervisor), 94 (testimony of the appellant’s third-level supervisor), 143 (testimony of the Detroit Sector Manager). Therefore, his opinion regarding the reasons for the relocation has little value. The Board previously resolved the appellant’s discovery-related arguments. The appellant re-raises arguments on review that the administrative judge in the underlying appeal abused her discretion by denying his motion to compel. RPFR File, Tab 2 at 8-9. The Board previously resolved this issue in its Remand Order. Mohler v. Department of Homeland Security , MSPB Docket No. CH-1221-18-0119-W-2, Petition for Review (PFR) File, Tab 15, Remand Order (Remand Order), ¶ 10 n.11 (July 18, 2022). But the appellant renewed the same motion to compel on remand and the administrative judge again denied the motion. RF, Tab 6 at 2. The appellant has failed to provide any new bases to grant the motion, and in fact reiterates verbatim arguments the Board previously rejected. RPFR File, Tab 2 at 8; PFR File, Tab 1 at 39. Therefore, we decline to reconsider the appellant’s arguments.5 The appellant’s remaining arguments do not provide a basis for reversing the initial decision. The appellant argues for the first time on review that (1) both administrative judges erred by failing to consider two subsequent investigations and the appellant’s 2016 permanent relocation, and (2) rumors and speculation forced him to resign from the agency. RPFR File, Tab 2 at 9-10. 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); 5 C.F.R. § 1201.115(d). The appellant has not made such a showing as to the agency’s later investigations and his permanent relocation. Further, he has not identified when he resigned, and we are unable to determine if this information was available below. In any event, there is no evidence below or on review that he exhausted his administrative remedies regarding these issues. See Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10 (finding that the Board’s jurisdiction over an IRA appeal is limited to matters an appellant raised with the Office of Special Counsel (citation omitted)). Nor has the appellant provided any explanation for how these alleged errors have any bearing on the issues on remand. Remand Order, ¶ 31. Thus, the arguments provide no basis to grant the appellant’s petition for review. The appellant also argues for the first time on review that the administrative judge presiding over the initial appeal was biased against him because she granted the agency’s extension request but denied his extension request and motion to compel. RPFR File, Tab 2 at 10. The appellant has not explained why this argument could not have been raised before the Board in his petition for review in that appeal or before the administrative judge on remand, and thus we need not consider it. In any event, the appellant has failed to overcome the presumption of honesty and integrity that accompanies6 administrative adjudicators. See Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980). We similarly decline to consider the appellant’s arguments, also raised for the first time on review, disagreeing with the Board’s findings in its Remand Order. RPFR File, Tab 7 at 5, 11. For example, the appellant reargues that his disclosure was a protected activity under 5 U.S.C. § 2302(b)(9)(C). RPFR File, Tab 2 at 11. The Board concluded in its Remand Order that the appellant did not engage in protected activity under 5 U.S.C. § 2302(b)(9)(C). Remand Order, ¶¶ 1, 14-16. Under the law of the case doctrine, a tribunal will not reconsider issues that have already been decided in an appeal, unless there is new and material evidence adduced at a subsequent trial, controlling authority has made a contrary decision of law, or the prior decision was clearly erroneous and would work a manifest injustice. O’Connell v. Department of the Navy , 73 M.S.P.R. 235, 240 (1997). The appellant’s new legal theory that his disclosure should be protected because the agency “would have escalated” it to its Office of Inspector General if it were “severe enough in nature, or expos[ed] a larger issue” does not fall within one of these exceptions. RPFR File, Tab 2 at 11. It is not based on new evidence or law, and does not identify any error in the Remand Order. Therefore, we DENY the petition for review and 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 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.7 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 representation8 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 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.3 The court of appeals must receive your petition for 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. 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
Mohler_TimothyCH-1221-18-0119-B-1__Final_Order.pdf
2024-05-02
TIMOTHY MOHLER v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. CH-1221-18-0119-B-1, May 2, 2024
CH-1221-18-0119-B-1
NP
1,565
https://www.mspb.gov/decisions/nonprecedential/McIntyre_Deborah_L_DA-3330-19-0063-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DEBORAH L. MCINTYRE, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER DA-3330-19-0063-I-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Deborah L. McIntyre , Harlingen, Texas, pro se. Marlene Wahowiak , Falls Church, 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 denied her request for corrective action under the Veterans Employment Opportunities Act of 1998 (VEOA). On petition for review, the appellant reiterates her argument that the agency violated her veterans’ preference rights in connection with her application for a GS-13 Supervisory Legal Administrative Specialist position by improperly determining that she was not qualified because 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). she failed to demonstrate that she possessed one year of specialized experience equivalent to the GS-12 level. Petition for Review (PFR) File, Tab 1 at 4-6. In support of her argument, she points to various statements in her resume, which she contends establish that she has the requisite experience.2 Id. at 5-6. However, as the administrative judge properly found, the record reflects that the agency adequately considered the appellant’s application and resume but found her ineligible because it could not determine the specific grade level she was performing her duties at to the extent her resume identified both GS-14 and GS-10 grade levels during the same time period. Initial Appeal File, Tab 18 at 4; see Miller v. Federal Deposit Insurance Corporation , 818 F.3d 1361, 1367 (Fed. Cir. 2016) (explaining that, in a VEOA appeal, the Board may determine whether the agency actually evaluated the experience material to the position but may not reevaluate the weight the agency accorded to a veteran’s experience). 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 2 The appellant also submits for the first time on review various emails regarding her serving as the back-up court administrator. PFR File, Tab 1 at 7-11. We need not consider such evidence because the appellant has not shown that it is based on new and material evidence that was unavailable before the record below closed. See Banks v. Department of the Air Force , 4 M.S.P.R. 268, 271 (1980). In any event, such evidence would not alter the outcome of this appeal because it was not submitted to the agency with the appellant’s application materials.2 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 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. 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.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. 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
McIntyre_Deborah_L_DA-3330-19-0063-I-1__Final_Order.pdf
2024-05-02
DEBORAH L. MCINTYRE v. DEPARTMENT OF JUSTICE, MSPB Docket No. DA-3330-19-0063-I-1, May 2, 2024
DA-3330-19-0063-I-1
NP
1,566
https://www.mspb.gov/decisions/nonprecedential/Smith_Garilynn_PH-1221-16-0010-C-3_and_PH-1221-16-0010-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GARILYNN SMITH, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBERS PH-1221-16-0010-C-3 PH-1221-16-0010-X-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Graig P. Corveleyn , Esquire, Hopewell, New Jersey, for the appellant. David K. Siegle , Picatinny Arsenal, New Jersey, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER On August 31, 2022, the administrative judge issued a compliance initial decision finding the agency in noncompliance with the Board’s April 13, 2022 Opinion and Order granting the appellant corrective action in Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-W-1. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-C-3, Compliance 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). File (C-3 CF), Tab 5, Compliance Initial Decision (C-3 CID). The administrative judge ordered the agency to take required action. C-3 CID at 6. Because the agency did not take action under 5 C.F.R. § 1201.183(a)(6) within the time limit for doing so, this matter was referred to the Board for processing under the enforcement provisions of 5 C.F.R. § 1201.183(c)(1) and docketed under MSPB Docket No. PH-1221-16-0010-X-1. Meanwhile, the appellant also filed a petition for review of the compliance initial decision. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-C-3, Compliance Petition for Review File (CPFR File), Tab 1. We JOIN MSPB Docket Nos. PH-1221-16-0010-C-3 and PH-1221-16-0010-X-1, and we address both the compliance referral action and the petition for review of the compliance initial decision in this final decision. For the reasons discussed below, we find the agency in compliance with the administrative judge’s compliance initial decision, and we therefore DISMISS the appellant’s petition for enforcement. We also DENY the appellant’s petition for review and AFFIRM the compliance initial decision. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE On October 6, 2015, the appellant filed a timely individual right of action (IRA) appeal alleging that the agency retaliated against her when it failed to select her for the position of Executive Assistant after she made protected disclosures exposing how the Department of Defense had been mishandling the remains of fallen service -members. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-W-1, Initial Appeal File (IAF), Tab 1. On May 19, 2017, the administrative judge issued an initial decision granting the appellant’s request for corrective action. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-W-1, Initial Decision (May 19, 2017); IAF, Tab 47. On April 13, 2022, following the agency’s petition for review, the Board issued an Opinion and Order affirming the initial decision as modified and again granting corrective action. Smith v. Department of the Army , 2022 MSPB 4,2 ¶¶ 1, 39.2 The Board ordered the agency to pay the appellant the correct amount of back pay, interest on back pay, and other benefits no later than 60 calendar days after the date of the Opinion and Order. Id., ¶ 40. On June 17, 2022, the appellant filed a petition for enforcement of the Board’s April 13, 2022 Opinion and Order, alleging that the agency had failed to pay her the back pay, interest, and benefits ordered by the Board. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-C-2, Compliance File (C-2 CF), Tab 1. The administrative judge issued a compliance initial decision dismissing the appellant’s petition for enforcement as premature because he found that the agency was making a good faith effort to ensure payment was made. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010- C-2, Compliance Initial Decision (C-2 CID) at 3 (July 6, 2022); C -2 CF, Tab 4. He noted that the agency stated that the Defense Finance and Accounting Service (DFAS), the agency responsible for processing the required payment, was experiencing a backlog due to the Board’s restored quorum and that it was working with the appellant’s counsel to ensure payment. C-2 CID at 3. The administrative judge stated that the appellant could file a new petition for enforcement after 30 days if the agency had still not made the required payment. Id. On August 5, 2022, the appellant refiled her petition for enforcement, notifying the administrative judge that the agency still had not made the required payment and requesting sanctions against the agency for its delay. C-3 CF, Tab 1 2 On July 7, 2017, before the agency filed its petition for review, the appellant filed a petition for enforcement alleging that the agency had failed to comply with the initial decision’s interim relief order. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-C-1, Compliance File (C-1 CF), Tab 1. The administrative judge dismissed the petition for enforcement and forwarded the matter to the Office of the Clerk of the Board for joinder with the agency’s petition for review. Smith v. Department of the Army , MSPB Docket No. PH-1221-16-0010-C-1, Compliance Initial Decision at 3 (Aug. 17, 2017); C-1 CF, Tab 5. Neither party filed a petition for review of the compliance initial decision, and in the Board’s April 13, 2022 Opinion and Order, it denied the petition for enforcement because our regulations do not allow for a petition for enforcement of an interim relief order. Smith, 2022 MSPB 4, ¶ 9 n.3. 3 at 5. The appellant stressed that she had waited 5 years for the Board to regain its quorum and that now, even after the Board’s decision, she had yet to be compensated. Id. In response, the agency reasserted its claim about the backlog at DFAS and that it had worked diligently on the appellant’s case and claimed that the appellant’s back pay packet was with DFAS. C-3 CF, Tab 3 at 4-5. On August 31, 2022, the administrative judge issued a compliance initial decision granting the appellant’s third petition for enforcement. C-3 CID at 1-2. The administrative judge found that the agency acknowledged it failed to make payment by June 12, 2022, sixty days from the date of the Board’s decision, that it sought to avoid responsibility for its continued failure to comply with the Board’s final decision, and that it was unable to identify when the appellant could expect payment. C -3 CID at 5. He further found that DFAS is an instrument or agent of the agency and thus that the agency was responsible for its inertia. C-3 CID at 5-6. He ordered the agency to pay the appellant the appropriate amount of back pay with interest no later than 10 days after the date his decision became final. C -3 CID at 6. On October 5, 2022, the appellant filed a petition for review of the August 31, 2022 compliance initial decision, informing the Board that although she received payment on September 22, 2022, the payment was deficient and failed to include any explanation of the calculations made to arrive at that dollar amount, and thus that the agency had not complied with the Board’s final decision. CPFR File, Tab 1 at 5. The appellant also argued that the administrative judge erred by failing to address her request for sanctions and asked the Board to consider whether, given this fact and the agency’s continued noncompliance, sanctions are appropriate. Id. at 5-6. Meanwhile, the agency failed to make a timely submission with the Office of the Clerk of the Board under 5 C.F.R. § 1201.183(a)(6), as required when the administrative judge made his finding of noncompliance. Therefore, while the petition for review was pending, the matter was also referred for processing under4 the enforcement provisions of 5 C.F.R. § 1201.183(c). Smith v. Department of the Army, MSPB Docket No. PH-1221-16-0010-X-1, Compliance Referral File (CRF), Tab 1. Thereafter, on October 18, 2022, the agency submitted a statement of compliance pursuant to 5 C.F.R. § 1201.183(a)(6)(i). CRF, Tab 2. The agency submitted evidence showing that DFAS paid the appellant, provided a narrative summary and evidence explaining DFAS’ calculations—including computation of the appellant’s hourly rate, bonuses, interest, leave payout, taxes, and other deductions and offsets—and provided evidence and argument showing that it otherwise complied with the Board’s final decision. Id. at 4-29. The appellant did not respond. On October 19, 2022, the agency filed a response to the appellant’s petition for review contending that the petition is now moot. CPFR File, Tab 4 at 4. The agency states that although it was unable to meet the Board’s timeline, it would be inappropriate for the Board to sanction the agency because it has now submitted evidence of full compliance. Id. ANALYSIS Compliance Referral File (X-1 matter). When 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).5 Here, as noted above, to establish compliance with the Board’s final decision in the underlying appeal, the agency had to, among other things, “pay the appellant the correct amount of back pay, interest on back pay, and other benefits.” Smith, 2022 MSPB 4, ¶ 40. The evidence that the agency submitted with its statement of compliance demonstrates that it has now done so. CRF, Tab 2 at 14, 16-29. Specifically, the agency submitted evidence demonstrating that it paid the appellant on September 22, 2022, and it submitted a declaration from a DFAS supervisor explaining the methodology behind the payment, including how the appellant’s back wages and raises and bonuses were calculated and what offsets and deductions were made, including for taxes and benefits. See id. at 14-29. The agency alleges that it sent DFAS’ certified back pay calculations to the appellant on October 13, 2022. Id. at 4-5. The appellant did not submit an objection or any response to the agency’s statement of compliance, despite being notified of her opportunity to do so and being cautioned that the Board may assume she is satisfied and dismiss her petition for enforcement if she did not respond. CPFR File, Tab 2 at 3. As a result, we assume that the appellant is satisfied with the agency’s compliance. See Baumgartner v. Department of Housing and Urban Development , 111 M.S.P.R. 86, ¶ 9 (2009). Consequently, we find that the agency is in compliance with the administrative judge’s August 31, 2022 compliance initial decision. Petition for Review of the Compliance Initial Decision (C-3 matter). In her petition for review, the appellant first expressed concern about whether the amount of the payment she received was correct and how it was calculated. CPFR File, Tab 1 at 5. However, as discussed above, we have found that the agency submitted evidence sufficiently explaining the methodology behind the payment and that it is in compliance with the administrative judge’s compliance initial decision and the Board’s April 13, 2022 Opinion and Order. The appellant also argued on review that the administrative judge erred by failing to address her request for sanctions and that the Board should now consider this6 request. CPFR File, Tab 1 at 5-6. Although we sympathize with the appellant’s frustration at the agency’s delay in payment and the administrative judge’s decision not to address the sanctions issue, the imposition of sanctions is a matter within the administrative judge’s sound discretion, and absent a showing that such discretion has been abused, the administrative judge’s determination will not be found to constitute reversible error. Bilger v. Department of Justice , 33 M.S.P.R. 602, 607 (1987), aff’d, 847 F.2d 842 (Fed. Cir. 1988) (Table); see also 5 C.F.R. § 1201.43. Further, the Board’s ability to impose sanctions is a means to enforce compliance. Eikenberry v. Department of the Interior , 39 M.S.P.R. 119, 121 (1988); see 5 U.S.C. § 1204(a)(2), (e)(2)(A). The Board has held that it would be inappropriate for it to impose sanctions where, as here, the agency has submitted evidence of compliance. Id.; see also Bruton v. Department of Veterans Affairs , 112 M.S.P.R. 313, ¶ 14 (2009) (stating that the Board lacks the authority to impose punishment or sanctions once compliance has been obtained). Thus, the appellant’s argument and request are unavailing. In light of the foregoing, we find that the agency is now in compliance, and we dismiss the appellant’s petition for enforcement. We also deny her petition for review. This is the final decision of the 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 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 fees7 and costs WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion for attorney fees and costs with the Clerk of the Board. 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.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.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. 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
Smith_Garilynn_PH-1221-16-0010-C-3_and_PH-1221-16-0010-X-1__Final_Order.pdf
2024-05-02
GARILYNN SMITH v. DEPARTMENT OF THE ARMY, MSPB Docket No. PH-1221-16-0010-C-3, May 2, 2024
PH-1221-16-0010-C-3
NP
1,567
https://www.mspb.gov/decisions/nonprecedential/Carter_KimberlyDA-3443-18-0467-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KIMBERLY CARTER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-3443-18-0467-I-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kimberly Carter , APO, pro se. Anna Virdell , Esquire, Fort Sam Houston, 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 dismissed this appeal of her nonselection 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. Except as expressly MODIFIED to find that the Board lacks jurisdiction over the appeal under the Veterans Employment Opportunities Act of 1998 (VEOA) and to further address the appellant’s employment practices claim, we AFFIRM the initial decision. BACKGROUND The appellant, a GS-14 Lead IT Specialist at Fort Sam Houston, Texas, applied for agency Job Announcement No. NCFR166956791844026, GS-14 Lead IT Specialist, at the same location. Initial Appeal File (IAF), Tab 1 at 1, 7-11. The position was open to all U.S. citizens. Id. at 7. The agency listed her on the certificate for the position, but did not select her, and instead used its direct hiring authority (DHA), which it received from the Office of Personnel Management (OPM), to fill the position. Id. at 15, 23, 27-28. The appellant filed an appeal with the Board, asserting that she learned of her nonselection on July 30, 2017. Id. at 5. She requested a hearing. Id. at 2. In addition to the usual acknowledgment order, the administrative judge issued a timeliness order. IAF, Tabs 2-3. In the timeliness order, she noted that the filing period in this case began on July 30, 2017, and that the appellant’s August 1, 2018 filing date appeared to be 337 days late. IAF, Tab 1, Tab 3 at 2. She ordered the appellant to file evidence and argument that she had filed the appeal on time or that good cause existed for the delay. IAF, Tab 3 at 3-4. The2 appellant responded that she filed her appeal within 30 days of the date she received her final Freedom of Information Act response from the agency. IAF, Tab 1, Tab 8 at 3, 19. After considering the parties’ responses, the administrative judge issued an initial decision based on the written record, dismissing the appeal for lack of jurisdiction without holding a hearing. IAF, Tab 13, Initial Decision (ID). She made no findings concerning the timeliness of the appeal. ID at 6 n.7. In the initial decision, the administrative judge reviewed the potential bases of jurisdiction that are available to appeal a nonselection, and found that the appellant failed to make a nonfrivolous allegation of jurisdiction over her appeal. ID at 3-9. First, the administrative judge determined that the appellant had not alleged, and the record did not show, that her nonselection was the result of a suitability action under 5 C.F.R. part 731. ID at 4. She then found that the appellant did not allege that the agency failed to select her in retaliation for making a protected disclosure under 5 U.S.C. § 2302(b)(8) or for engaging in protected activity under 5 U.S.C. § 2302(b)(9). ID at 5. The administrative judge also found that the appellant did not allege that her nonselection was the product of discrimination based on her uniformed service, or a violation of her veterans’ preference rights. Id. Lastly, the administrative judge rejected the appellant’s employment practices claim and dismissed the appeal for lack of jurisdiction. ID at 7-9. In her petition for review, the appellant argues that the agency improperly used DHA to pass over a preference eligible applicant. Petition for Review (PFR) File, Tab 1 at 5. She argues that, because the agency did not request approval to invoke DHA until after the job announcement closed, it improperly used that authority as justification for passing over a preference eligible without following the pass over regulations, thereby violating her veterans’ preference rights. Id.3 at 5-6. The agency has responded to the appellant’s petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The appellant does not challenge the administrative judge’s findings that the nonselection at issue did not involve a suitability action under 5 C.F.R. part 731. She also does not challenge the findings that she did not allege that the agency failed select her in retaliation for making a protected disclosure under 5 U.S.C. § 2302(b)(8) or for engaging in protected activity under 5 U.S.C. § 2302(b)(9). Finally, she does not reassert her claim that the agency’s evaluation of her education, experience, and application involved an employment practice. We decline to disturb the administrative judge’s findings on these issues. The appellant still fails to establish jurisdiction over her employment practices claim. The appellant argued below that the use of DHA was a prohibited personnel practice. IAF, Tab 1 at 5. The administrative judge did not make any findings on this claim. However, her failure to do so was not harmful because prohibited personnel practices are not an independent source of Board jurisdiction. See Pridgen v. Office of Management  and Budget, 117 M.S.P.R. 665, ¶ 7 (2012); see also 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). On review, the appellant suggests that the agency’s use of its DHA was an employment practice. PFR File, Tab 1 at 5. She contends that, because the job announcement did not indicate that the agency would use DHA and the agency did not request approval to use DHA until after the job announcement closed, it improperly used DHA as justification for passing over a preference eligible without following the pass over regulations, violating her veterans’ preference rights. Id. at 5-6. 4 The issue of the Board’s jurisdiction can be raised at any time, including on review. Pirkkala v. Department  of Justice, 123 M.S.P.R. 288, ¶ 5 (2016). Therefore, we have addressed the appellant’s argument. The Board has jurisdiction over an employment practices appeal when two conditions are met: (1) the appeal must concern an employment practice that OPM is involved in administering; and (2) the appellant must make a nonfrivolous allegation that the employment practice violated one of the “basic requirements” for employment practices set forth in 5 C.F.R. § 300.103. Sauser v. Department  of Veterans Affairs, 113 M.S.P.R. 403, ¶ 6 (2010). Those requirements consist of a job analysis to identify the basic duties and responsibilities, knowledge, skills, and abilities to perform them, and the factors that are important in evaluating candidates; relevance between performance in the position and the employment practice used; and equal employment opportunity with no prohibited forms of discrimination. 5 C.F.R. § 300.103(a)-(c). An agency’s misapplication of a valid OPM requirement, like DHA, may constitute an employment practice. See Sauser, 113 M.S.P.R. 403, ¶ 7. Because OPM gave the agency its DHA, it was involved in that employment practice. IAF, Tab 1 at 27; PFR File, Tab 6 at 11-22; see Sauser, 113 M.S.P.R. 403, ¶ 7 (explaining that OPM need not be immediately involved in the practice in question) . However, it is well established that agencies have discretion to fill vacancies by any authorized method. See Phillips v. Department of the Navy, 110 M.S.P.R. 184, ¶ 6 (2008), overruled on other grounds by Oram v. Department  of the Navy, 2022 MSPB 30. OPM authorized the use of DHA on June 20, 2003. PFR File, Tab 6 at 11-22. Under DHA, the agency may, without regard to the provisions of 5 U.S.C. sections 3309 through 3318, appoint candidates directly to positions for which (1) public notice has been given, and (2) OPM has determined there is a severe shortage of candidates or a critical hiring need. 5 U.S.C. § 3304(a)(3); PFR File, Tab 6 at 11-22. The appellant fails to identify any authority that would indicate that the agency misapplied the5 employment practice or otherwise improperly used its DHA. See Sauser, 113 M.S.P.R. 403, ¶ 7. Thus, the appellant failed to make a nonfrivolous allegation of jurisdiction over the employment practice, i.e., the agency’s use of DHA, which she alleged on review. The appellant failed to establish jurisdiction under VEOA. As noted above, the appellant argues on review that the agency’s use of DHA violated her veterans’ preference rights by evading the procedures necessary for an agency to pass over a preference eligible employee. PFR File, Tab 1 at 5-6. The appellant alleged below that she was entitled to veterans’ preference. IAF, Tab 1 at 1. Because the record showed that she may have raised a claim under VEOA, the Office of the Clerk of the Board issued an order affording the appellant an opportunity to establish jurisdiction over her allegation that the agency violated her veterans’ preference rights or her right to compete. PFR File, Tab 1 at 5-7, Tab 4; IAF, Tab 1 at 2, 6. The appellant has responded to the order, and the agency has replied to the appellant’s response. PFR File, Tabs 5-6. To establish jurisdiction over a VEOA appeal, as relevant here, an appellant must show that she exhausted her administrative remedy with the Department of Labor (DOL). 5 U.S.C. § 3330a(a)(1); Becker v. Department  of Veterans Affairs, 115 M.S.P.R. 409, ¶ 5 (2010); Jarrard v. Social Security Administration, 115 M.S.P.R. 397, ¶ 7 (2010), aff’d, 669 F.3d 1320 (Fed. Cir. 2012). In her response to the jurisdictional order, the appellant asserts that she did not file a complaint with DOL. PFR File, Tab 4 at 3. Evidence of the exhaustion requirement is mandatory. 5 U.S.C. § 3330a(d); Graves v. Department  of Veterans Affairs, 117 M.S.P.R. 491, ¶ 8 (2012). Thus, the Board lacks jurisdiction over the appellant’s VEOA appeal. 6 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 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. 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.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. 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
Carter_KimberlyDA-3443-18-0467-I-1__Final_Order.pdf
2024-05-02
KIMBERLY CARTER v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-3443-18-0467-I-1, May 2, 2024
DA-3443-18-0467-I-1
NP
1,568
https://www.mspb.gov/decisions/nonprecedential/Bivins_LaTorie_M_DA-0752-22-0233-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LATORIE M. BIVINS, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-0752-22-0233-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 LaTorie M. Bivins , Schertz, Texas, pro se. Karen D. Haertl , Esquire, Fort Worth, 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 dismissed her involuntary resignation 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 The appellant was a GS-12 Contract Specialist for the U.S. Army Corps of Engineers. Initial Appeal File (IAF), Tab 1 at 1. In January 2021, she accepted a lateral transfer from Fort Worth, Texas, to Honolulu, Hawaii. IAF, Tab 8 at 6. Upon her arrival in Hawaii in March 2021, the appellant faced various difficulties, which culminated in her request for leave without pay (LWOP) beginning in July 2021. Id. at 6-16, 102. On October 20, 2021, the appellant sent an email to the agency, wherein she stated that she did not feel safe under the management team in Hawaii and that it was “not in [her] best interest to report to this office.” Id. at 119. The appellant further stated, “I am making the prudent decision to remove myself for my security. I will not return until all investigations to my case are finalized and my name is vindicated.” Id. at 120. She was still on LWOP at the time. IAF, Tab 8 at 99, 102. On October 29, 2021, the agency directed the appellant to exercise her return rights to Fort Worth, Texas, because she was allegedly “unable to adjust to the overseas area.” IAF, Tab 9 at 28-29. The appellant responded to the reassignment notice in disagreement. IAF, Tab 8 at 114-18. In her letter, she alleged that the agency denied her reasonable accommodations and that the agency reassigned her in retaliation for her complaints of a hostile work environment and to avoid processing her complaints. Id. at 114-15. She stated that she would not return to the office in Hawaii until her complaints were resolved. Id. at 116. After several extensions to her reporting date, the appellant reported to work in Fort Worth, Texas, in January 2022. IAF, Tab 8 at 20-21. She took a period of medical leave in March 2022. IAF, Tab 9 at 33. On March 25, 2022, the appellant notified the Commander of the Fort Worth district that the section chief had “verbally attacked” her. IAF, Tab 1 at 9, 12. In response, the Commander informed the appellant that he would conduct an investigation into her allegations, and he placed her on administrative leave for 10 business days.2 Id. at 16. On her second day of administrative leave, the appellant sent an email to the Commander stating that she was “doing a [c]onstructive discharge” due to a hostile work environment. Id. at 14. The appellant filed a Board appeal, wherein she alleged that she involuntarily resigned because she did not feel safe after being verbally attacked by the section chief on March 25, 2022. IAF, Tab 1 at 5. She also alleged that she was subjected to “constant demoralizing acts,” including, among other things, involuntary reassignment from the Honolulu district to the Fort Worth district during an equal employment opportunity (EEO) investigation in the Honolulu district. Id. The administrative judge issued a jurisdictional order notifying the appellant that the Board may lack jurisdiction over her involuntary resignation appeal. IAF, Tab 2. The appellant filed a response. IAF, Tab 8. The administrative judge then dismissed the appeal for lack of jurisdiction without holding a hearing. IAF, Tab 11, Initial Decision (ID). ANALYSIS The Board lacks jurisdiction over appeals of employees’ voluntary actions. Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 7 (2013); 5 C.F.R. § 752.401(b)(9). However, the Board has recognized that employee-initiated actions that appear voluntary on their face are not always so. Bean, 120 M.S.P.R. 397, ¶ 7. The Board may have jurisdiction over such actions under 5 U.S.C. chapter 75 as “constructive” adverse actions. Id. Generally, to establish Board jurisdiction over a constructive adverse action claim, the appellant must show: (1) that she lacked a meaningful choice in the matter; and (2) it was the agency’s wrongful actions that deprived her of that choice. Id., ¶¶ 8, 11. When a resignation involves a directed reassignment, the Board has held that a constructive adverse action may be established by showing that the reassignment had no solid or substantial basis in personnel practice or principle. See Caveney v. Office of Administration , 57 M.S.P.R. 667, 670 (1993). Although an agency3 may exercise its management discretion to reassign its employees as necessary to promote the efficiency of the service, it may not use its discretionary reassignment authority as a veil to improperly pressure an employee to retire or resign. Id. Thus, to establish entitlement to a jurisdictional hearing in such a case, the appellant must furnish nonfrivolous allegations that, if proven, could demonstrate that the reassignment was without solid or substantial basis under personnel practice and principle. See Cartwright v. Department of Housing and Urban Development , 54 M.S.P.R. 338, 342 (1992); 5 C.F.R. § 1201.4(s); see also Thomas v. Department of the Navy , 123 M.S.P.R. 628, ¶ 11 (2016) (stating that, in a constructive adverse action appeal, if an appellant makes a nonfrivolous allegation of fact that could establish Board jurisdiction, she is entitled to a hearing at which she must prove jurisdiction by preponderant evidence). In dismissing the appeal for lack of jurisdiction, the administrative judge found that the appellant failed to nonfrivolously allege improper actions by the agency that amounted to coercion or that she had no option other than resignation. ID at 9. The administrative judge did not explicitly analyze the appellant’s claim that her involuntary reassignment contributed to her involuntary resignation. In this regard, the appellant alleged that the agency wrongfully reassigned her from Honolulu to Forth Worth during an ongoing EEO investigation and that the reassignment was retaliatory for her complaints. IAF, Tab 1 at 5, Tab 8 at 114-18, 148-52. If proven, the appellant’s claims could show that the reassignment had no solid or substantial basis in personnel practice or principle, and we therefore find that she is entitled to a jurisdictional hearing on her involuntary resignation claim. See Caveney, 57 M.S.P.R. at 671 (remanding a constructive removal appeal for a jurisdictional hearing when the appellant alleged that his retirement was involuntary because his supervisor verbally pressured him to retire and, when he refused, the agency reassigned him to a position with no real duties and told him that the position would soon be reclassified at a lower grade); Cartwright, 54 M.S.P.R. at 340-42 (finding that an4 appellant established that he was entitled to a jurisdictional hearing in a constructive removal appeal when he resigned to avoid a directed reassignment from Philadelphia to Washington, D.C., and he alleged that the agency had no legitimate need for his services in Washington, D.C.). We note that the appellant’s pleadings repeatedly reference her requests for reasonable accommodations, which she asserts the agency denied or mishandled. IAF, Tab 1 at 5, Tab 8 at 68, 84 -85, 117-18. Although an agency’s denial of a reasonable accommodation to an eligible employee is a factor to be considered in determining whether the agency coerced the appellant’s resignation, see Brown v. U.S. Postal Service , 115 M.S.P.R. 609, ¶ 16, aff’d, 469 F. App’x 852 (Fed. Cir. 2011), we agree with the administrative judge that the appellant had other means to challenge the alleged denial of accommodations through the appropriate channels rather than quitting, ID at 8. ORDER For the reasons discussed above, we remand this case to the regional office for a jurisdictional hearing in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.5
Bivins_LaTorie_M_DA-0752-22-0233-I-1__Remand_Order.pdf
2024-05-02
LATORIE M. BIVINS v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-0752-22-0233-I-1, May 2, 2024
DA-0752-22-0233-I-1
NP
1,569
https://www.mspb.gov/decisions/nonprecedential/Jones-Bush_Sharlene_M_SF-0752-22-0525-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHARLENE JONES-BUSH, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-0752-22-0525-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 Andrew R. Young , Esquire, and Jacquelyn Trevino , Esquire, Houston, Texas, for the appellant. David L. Mannix , Falls Church, 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. 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 The appellant started her employment with the agency on March 24, 1992, in a nonappropriated fund instrumentality (NAFI) position. Initial Appeal File (IAF), Tab 4 at 5, Tab 8 at 10. On July 25, 1993, she was appointed to a career-conditional position as a GS-3 Information Receptionist. IAF, Tab 8 at 38.2 On March 31, 2022, she retired from the agency as a GS-7 Clinical Staff Services Assistant. Id. at 50. According to the appellant, prior to her retirement, an agency Human Resources (HR) Specialist verified that she had 30 years of Federal service, had reached the minimum retirement age, and was allowed to retire on March 31, 2022. IAF, Tab 4 at 5, 44, 69-70, 83-88. The appellant had also received a Certificate of Service, a Presidential Letter of Appreciation, a retirement flag, and a 30-year pin recognizing her 30 years of Federal service. Id. at 5-6, 56. Therefore, believing she had 30 years of creditable service, the appellant submitted her retirement application to the Office of Personnel Management (OPM) in November 2021, retiring on March 31, 2022. Id. at 8; IAF, Tab 8 at 50. However, in July 2022, OPM informed the appellant that she only had 28 years of creditable service, and therefore, she would receive an age reduction penalty and would lose her annuity supplement because she had not reached 30 years of creditable service.3 IAF, Tab 4 at 8, 62. The appellant then filed this involuntary retirement appeal, alleging that she relied on the agency’s misrepresentation that she had reached the minimum age and had 30 years of creditable Federal service. IAF, Tab 1. The administrative judge issued a jurisdictional order informing the appellant that the Board may not have jurisdiction over her involuntary retirement claim, setting 2 The appellant does not dispute the veracity of the Standard Form 50s submitted by the agency, and thus we rely on them for the limited purpose of establishing the dates of relevant personnel actions. 3 It appears that the appellant was not vested in her NAFI service. IAF, Tab 4 at 32-33, 51-53.2 forth the applicable legal standard, and providing her with an opportunity to present evidence or argument to establish a nonfrivolous allegation of jurisdiction. IAF, Tab 3. The appellant responded to the order, as did the agency. IAF, Tabs 4, 8. Without holding a hearing, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 11, Initial Decision (ID). Citing to a declaration submitted by the agency, the administrative judge determined that, in order to find a nonfrivolous allegation of jurisdiction, he would be required to “assume someone in the local command human resources office provided advice contrary to [the Assistant Department Head’s] assertion that her office does not verify NAFI service, and require that [he] assume the appellant relied on that advice.” ID at 8-9. The administrative judge then found that, without a declaration or affidavit from the appellant,4 she had failed to nonfrivolously allege that her belief that she had 30 years of creditable service was the result of the agency’s misrepresentation. ID at 9. Thus, he found that she did not make a nonfrivolous allegation of jurisdiction sufficient to support a hearing request. Id. The appellant has filed a petition for review, reiterating that she was misled by the agency because it informed her that she could retire on March 31, 2022, because she had reached the minimum retirement age and had 30 years of creditable service. Petition for Review (PFR) File, Tab 1. The agency responded in opposition to the appellant’s petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW An employee-initiated action, such as retirement, is presumed to be voluntary, and thus outside the Board’s jurisdiction. Salazar v. Department of the Army, 115 M.S.P.R. 296, ¶ 9 (2010). However, an involuntary retirement is tantamount to a removal and, accordingly, is appealable to the Board. Id. The 4 The appellant responded to the administrative judge’s jurisdictional order through her designated representative, but did not include an affidavit or declaration in her submission. IAF, Tab 4.3 presumption that a retirement is voluntary can be rebutted by evidence showing that the retirement was the result of agency misrepresentation, coercion, or duress. Id. When, as here, there is a claim that an involuntary action resulted from misinformation, an appellant must show that: (1) the agency made misleading statements; and (2) the appellant reasonably relied on the misinformation to her detriment. Id. The appellant need not show that the agency was intentionally misleading. Id.; Covington v. Department of Health & Human Services , 750 F.2d 937, 942 (Fed. Cir. 1984). A hearing is required with respect to jurisdictional questions only if the appellant makes a nonfrivolous allegation that, if proved, would establish Board jurisdiction. Brown v. Department of Defense , 109 M.S.P.R. 493, ¶ 13 (2008). The question here, therefore, is whether the appellant made a nonfrivolous allegation of an involuntary retirement so as to entitle her to a jurisdictional hearing. 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, 1369 (Fed. Cir. 2020). In assessing whether an appellant has made a nonfrivolous allegation, an administrative judge may consider the agency’s documentary submissions. Ferdon v. U.S. Postal Service, 60 M.S.P.R. 325, 329 (1994). However, to the extent that the agency’s evidence merely contradicts the appellant’s otherwise adequate prima facie showing of jurisdiction, the administrative judge may not weigh evidence or resolve conflicting assertions of the parties, and the agency’s evidence may not be dispositive. Id. The administrative judge improperly weighed the evidence in finding that the appellant failed to make a nonfrivolous allegation of jurisdiction. ID at 9. The factual background set forth by the administrative judge relies almost solely on the documents provided by the agency. ID at 4-6. Furthermore, in his analysis, he cited exclusively to the agency’s documentation, and used these documents to resolve disputes of fact, for example, whether it was the agency that4 informed the appellant that she had 30 years of creditable service. ID at 7-9. The administrative judge impermissibly gave more weight to the agency’s evidence than the appellant’s evidence, finding that, even though she had responded to his jurisdictional order, because she did not submit a declaration or affidavit, he could not find that she had made a nonfrivolous allegation of jurisdiction. Id. However, an appellant is not required to submit a declaration or affidavit at the jurisdictional stage. See Hessami, 979 F.3d at 1367 (explaining that the appellant need only submit facially sufficient allegations); see also Edem v. Department of Commerce, 64 M.S.P.R. 501, 505 (1994) (explaining that there is no requirement that statements be sworn in order to establish entitlement to a jurisdictional hearing). An appellant need only submit facially sufficient allegations which, taken as true, state a claim plausible on its face. Here, the appellant alleged that she relied on the agency’s misrepresentation of her creditable service and that she unwittingly retired before she reached 30 years of creditable service, thus being subjected to a reduced annuity. IAF, Tab 4 at 5-9. She believed that she had 30 years of creditable service not only based on her communications with the agency, but also because she had received a Certificate of Service, a Presidential Letter of Appreciation, a retirement flag, and a 30-year pin commemorating 30 years of service. Id.; PFR File, Tab 1 at 4-11. Furthermore, while the appellant did not attach a declaration or affidavit to her jurisdictional response, she did attach multiple emails from the agency regarding her retirement application seemingly indicating that there was some misunderstanding regarding her creditable years of service. IAF, Tab 4 at 13-102. Therefore, based on the appellant’s submissions, we find that she made factually sufficient allegations which, if taken as true, could show that the agency made misrepresentations regarding her creditable years of service which she reasonably relied on to her detriment. See Lawson v. U.S. Postal Service , 68 M.S.P.R. 345, 352-53 (1995) (finding that the appellant’s allegation that he5 based his decision to retire on the agency’s offer of a discontinued service annuity, when he was not eligible for the discontinued service annuity, was sufficient to establish a nonfrivolous allegation of jurisdiction); Tiffany v. Department of the Treasury , 48 M.S.P.R. 334, 337-38 (1991) (finding that an appellant’s allegation that she based her decision to retire on the agency incorrectly stating that she could not avoid a public pension offset was sufficient to establish a nonfrivolous allegation of jurisdiction). As such, we conclude that the appellant has made a nonfrivolous allegation of Board jurisdiction and is entitled to a jurisdictional hearing. See Ferdon, 60 M.S.P.R. at 329. 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
Jones-Bush_Sharlene_M_SF-0752-22-0525-I-1__Remand_Order.pdf
2024-05-02
null
SF-0752-22-0525-I-1
NP
1,570
https://www.mspb.gov/decisions/nonprecedential/Varmaa_KeertiDC-0752-14-0732-I-4__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KEERTI VARMAA, Appellant, v. DEPARTMENT OF THE TREASURY, Agency.DOCKET NUMBER DC-0752-14-0732-I-4 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Keerti Varmaa , Washington, D.C., pro se. Julie A. Barry , Esquire, Daniel C. Carr , Esquire, and Byron D. Smalley , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The agency has filed a petition for review of the initial decision, which mitigated the agency’s removal action to a 30-day suspension. For the reasons discussed below, we GRANT the agency’s petition for review, DENY the appellant’s cross-petition for review, VACATE the initial decision, and DISMISS the appeal for lack of jurisdiction. 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 Effective April 28, 2014, the agency removed the appellant from her position as a Financial Administrator and Program Specialist based on charges of (1) discourtesy or unprofessional behavior and (2) failure to follow management directives or instructions. Varmaa v. Department of the Treasury , MSPB Docket No. DC-0752-14-0732-I-1, Initial Appeal File (IAF), Tab 5 at 15-21, 36-39. She timely appealed her removal to the Board and requested a hearing. IAF, Tab 1. Following a hearing, the administrative judge issued an initial decision mitigating the agency’s penalty to a 30-day suspension. Varmaa v. Department of the Treasury , MSPB Docket No. DC-0752-14-0732-I-4, Appeal File, Tab 17, Initial Decision (I-4 ID). The administrative judge found that the agency proved two of the three specifications of the charge of discourtesy or unprofessional behavior and sustained the charge. I-4 ID at 2-12. The administrative judge also found that the agency proved each of the five specifications of failure to follow management directives or instructions and sustained the charge. I-4 ID at 12-20. According to the administrative judge, the appellant failed to prove her affirmative defenses of discrimination on the bases of race, color, sex, or national origin; retaliation for prior protected equal employment opportunity activity; or retaliation for filing grievances. I -4 ID at 20-38. The administrative judge further found that the appellant proved that the agency had committed procedural error but had failed to show that the error was harmful, and she did not prove her allegations that the agency violated her due process rights. I-4 ID at 38-54. Next, the administrative judge found that there was a nexus between the charged misconduct and the efficiency of the service. I-4 ID at 54-55. Finally, the administrative judge found that the deciding official had failed to properly weigh the relevant factors in imposing the penalty of removal, and she found that a 30-day suspension was the maximum reasonable penalty for the sustained misconduct; accordingly, she mitigated the agency’s penalty to a 30-day suspension. I-4 ID at 56-63. 3 The agency filed a petition for review of the initial decision in which it argued that it had discovered that the appellant was a reemployed annuitant at the time of her removal and was not entitled to appeal her removal to the Board; thus, the Board should dismiss the appeal for lack of jurisdiction. Petition for Review (PFR) File, Tab 1 at 7-8. Alternatively, the agency argued that the administrative judge erred in mitigating the penalty. Id. at 8-28. The appellant filed an opposition to the agency’s petition for review and a cross-petition for review in which she argued, collectively, that the Board should retain jurisdiction over the appeal in the interests of judicial efficiency, that mitigation of the penalty was proper, and that the administrative judge erred in finding that the appellant did not prove her affirmative defense of retaliation for filing grievances. PFR File, Tab 7. The agency responded to the appellant’s opposition and cross -petition.2 PFR File, Tabs 8, 11. The Acting Clerk of the Board issued an order directing the appellant to show cause why her appeal should not be dismissed for lack of jurisdiction. PFR File, Tab 16. In her response to the order, the appellant has conceded that she was a reemployed annuitant at the time of her removal but renews her argument that the Board should retain jurisdiction over the appeal in the interests of judicial efficiency.3 PFR File, Tab 17 at 4. The agency opposes the appellant’s request for the Board to retain jurisdiction over this matter. PFR File, Tab 19 at 5-7. 2 The appellant also filed a request for leave to file a reply to the agency’s response to the appellant’s cross-petition for review. PFR File, Tab 14. The appellant requested leave to respond to the agency’s argument that if the deciding official sustained a charge without knowing it to be true, the fact does not per se indicate retaliatory motive. Id. at 4. Because we find that the Board lacks jurisdiction over the appeal and dismiss it, the appellant’s motion is denied. 3 The appellant also filed a motion to dismiss the agency’s petition for review on the basis that the agency had failed to fully comply with the interim relief order. PFR File, Tab 18. The agency has responded in opposition to the motion. PFR File, Tab 20. Again, because the Board lacks jurisdiction to adjudicate this appeal, the appellant’s motion is denied. 4 DISCUSSION OF ARGUMENTS ON REVIEW Generally, the Board will not consider evidence or argument 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. The Board’s jurisdiction is not plenary; it 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). Under 5 U.S.C. § 3323(b)(1), an annuitant, as defined by section 8331 or 8401 of Title 5, is not barred by reason of her retired status from employment in an appointive position for which she is qualified. An annuitant so reemployed, however, serves at the will of the appointing authority. 5 U.S.C. § 3323(b)(1); see Vesser v. Office of Personnel Management , 29 F.3d 600, 604 (Fed. Cir. 1994); Garza v. Department of the Navy, 119 M.S.P.R. 91, ¶ 7 (2012). Generally, such an employee has no right to appeal an adverse action to the Board. Garza, 119 M.S.P.R. 91, ¶ 7. On review, the agency submitted three Standard Form 50s (SF-50s) reflecting the appellant’s status as a reemployed annuitant. PFR File, Tab 1 at 54-56. In particular, the appellant’s July 2007 SF-50 reflects that the agency provided the appellant with career reinstatement to the position of Financial Administrator and Program Specialist and designated her as a reemployed annuitant. Id. at 54. The appellant’s April 2014 SF-50 effecting her removal also reflected that she was a reemployed annuitant. Id. at 56; IAF, Tab 5 at 15. The agency also provided verification from the Office of Personnel Management that the appellant began receiving an annuity in June 2007 and continued to receive it through December 2017. PFR File, Tab 6 at 9. The appellant has conceded that she is a reemployed annuitant and does not have the right to appeal an adverse action to the Board. PFR File, Tab 17 at 4. Accordingly, we conclude that the 5 appellant is a reemployed annuitant and that the Board lacks jurisdiction over the instant appeal. The appellant nevertheless argues that the Board should retain jurisdiction over her appeal in the interests of judicial efficiency. PFR File, Tab 7 at 4-6, Tab 17 at 4. She contends that she will refile her claims before the Equal Employment Opportunity Commission, which will require the relitigation of her claims before the Board. PFR File, Tab 7 at 5. The case the appellant cites in support of her argument, Johnson v. Department of Defense , 95 M.S.P.R. 192 (2003), does not support her contention that the Board may retain jurisdiction over the instant matter. PFR File, Tab 7 at 5-6. In Johnson, the Board concluded that the appellant had failed to make a nonfrivolous allegation that her alleged disclosures were a contributing factor in her termination and dismissed her individual right of action appeal for lack of jurisdiction. Johnson, 95 M.S.P.R. 192, ¶¶ 10-12. Additionally, the Board in Johnson concluded that the posture of the appeal presented unique circumstances such that the Board made alternative findings in order to inform its reviewing court “of what we would find on the merits if we had jurisdiction over this appeal in the event the appellant seeks court review and the court disagrees with our jurisdictional findings.” Id., ¶¶ 12-13. We do not find that such unique circumstances are present here and, in dismissing this matter for lack of jurisdiction, decline to make alternative findings on the merits of the appeal. 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 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 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.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, 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.
Varmaa_KeertiDC-0752-14-0732-I-4__Final_Order.pdf
2024-05-02
KEERTI VARMAA v. DEPARTMENT OF THE TREASURY, MSPB Docket No. DC-0752-14-0732-I-4, May 2, 2024
DC-0752-14-0732-I-4
NP
1,571
https://www.mspb.gov/decisions/nonprecedential/Hendy_David_M_CH-4324-18-0228-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID M. HENDY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-4324-18-0228-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 David M. Hendy , Chicago, Illinois, pro se. Zane Perry Schmeeckle , Esquire, Kansas City, Missouri, 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 for lack of jurisdiction his appeal under the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA). 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). 2 BACKGROUND Effective June 8, 2016, the appellant resigned from the Industrial Hygienist position at the agency’s Edward Hines, Jr. Veterans Affairs Hospital because of “ongoing medical care for service[-]connected medical conditions and a number of appointments.” Initial Appeal File (IAF), Tab 4 at 16, 18, 20. He subsequently applied for a number of positions at the agency, but he was not selected. On October 25, 2017, the appellant filed with the Department of Labor (DOL) a USERRA complaint raising allegations of a failure to reinstate, discrimination based on a military disability, and a hostile work environment. IAF, Tab 1 at 1-2. In a letter dated January 19, 2018, DOL informed the appellant that it had completed its investigation of his USERRA complaint and had determined that his allegations were not supported by the evidence. Id. The appellant thereafter filed an appeal with the Board, which was docketed by the regional office as a USERRA appeal.2 IAF, Tab 1. In a jurisdictional order, the administrative judge informed the appellant that the Board may lack jurisdiction over his appeal. IAF, Tab 3 at 1. She apprised the appellant of his burden of proving the Board’s jurisdiction over a USERRA appeal and she ordered him to file evidence and argument on the issue. Id. at 2-7. The appellant did not respond. Based on the written record, the administrative judge issued an initial decision dismissing this USERRA appeal for lack of jurisdiction. IAF, Tab 5, Initial Decision (ID) at 1, 5. Specifically, she found that the appellant failed to make a nonfrivolous allegation that the agency took an action against him that was motivated by his military status. ID at 3-5. The appellant has filed a petition for review, and he has included supplemental documentation. Petition for Review (PFR) File, Tabs 7-14. The 2 Based on the appellant’s submission, the administrative judge also docketed a separate appeal under the Veterans Employment Opportunities Act of 1998, Hendy v. Department  of Veterans Affairs, MSPB Docket No. CH-3330-18-0110-I-1. IAF, Tab 5 at 2 & n.1. 3 agency has responded to the petition for review, and the appellant has filed a reply to the agency’s response.3 PFR File, Tabs 18, 20. DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s burden in a USERRA appeal There are two types of USERRA cases—reemployment cases under 38 U.S.C. §§ 4312-4318 and discrimination cases under 38 U.S.C. § 4311(a)-(b). Bostwick v. Department  of Agriculture, 122 M.S.P.R. 269, ¶ 5 (2015). An appellant must make nonfrivolous allegations of Board jurisdiction over a USERRA claim. 5 C.F.R. § 1201.57(b). The Board takes a “liberal approach in determining whether jurisdiction exists under USERRA.” Beck v. Department of the Navy, 120 M.S.P.R. 504, ¶ 8 (2014) (quoting Yates v. Merit Systems Protection  Board, 145 F.3d 1480, 1484 (Fed. Cir. 1998)). The relative weakness of the specific factual allegations initially made by an appellant in his USERRA claim should not serve as the basis for dismissing the appeal for lack of jurisdiction; rather, if he fails to develop those allegations, his USERRA claim should be denied on the merits. Beck, 120 M.S.P.R. 504, ¶ 8. Once an appellant has established the Board’s jurisdiction over his USERRA claim, he has a right to a hearing on the merits of his claim. Id., ¶ 10; Gossage v. Department  of Labor, 118 M.S.P.R. 455, ¶ 10 (2012). We will consider the appellant’s evidence and argument regarding jurisdiction on review because he did not have sufficient jurisdictional notice below. 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). An appellant must receive explicit information on what is required to establish an appealable jurisdictional issue. Burgess v. Merit Systems Protection  Board, 758 F.2d 641, 643-44 (Fed. 3 The appellant has filed motions to waive the deadlines for filing his petition for review and his reply brief. PFR File, Tabs 15, 19. We find that the appellant’s petition and reply were both timely filed, and therefore no waiver is required. Accordingly, we deny the appellant’s motions. 4 Cir. 1985). In this case, the administrative judge dismissed the appeal for lack of jurisdiction after the appellant failed to respond to her jurisdictional order. ID at 1, 3-5. In his petition for review, however, the appellant claims that he did not receive proper jurisdictional notice because the jurisdictional order was served on an incorrect mailing address. PFR File, Tab 7 at 5, 7-8, 19-22. The agency does not dispute the appellant’s claim that the jurisdictional order was served on an incorrect mailing address. PFR File, Tab 18 at 5, 9. Moreover, the certificates of service for the acknowledgment order, the jurisdictional order, the agency’s response to the jurisdictional order, and the initial decision all contain the same allegedly incorrect mailing address for the appellant. IAF, Tab 2 at 17, Tab 3 at 9, Tab 4 at 21, Tab 6. Thus, we conclude that the appellant did not receive proper jurisdictional notice below, and we will therefore consider the evidence and argument that he has filed on review. See Fleming v. Department  of Labor, 97 M.S.P.R. 341, ¶¶ 8-9 (2004). The appellant has proven exhaustion of his administrative remedies before DOL. An appellant may either file a USERRA complaint with the Secretary of Labor pursuant to 38 U.S.C. § 4322 or file an appeal directly with the Board pursuant to 38 U.S.C. § 4324(b). Gossage, 118 M.S.P.R. 455, ¶ 8. If, as here, an appellant first files a USERRA complaint with the Secretary of Labor under 38 U.S.C. § 4322, he may not file a USERRA appeal with the Board until the Secretary notifies him that DOL has not resolved the complaint. 38 U.S.C. § 4324(b)(2); Gossage, 118 M.S.P.R. 455, ¶ 8; 5 C.F.R. § 1208.11(b). USERRA does not provide for exhaustion of the complaint before DOL as a matter of time; it instead requires notification from DOL that the Secretary’s efforts did not resolve the appellant’s complaint. 38 U.S.C. § 4324(b)(2); Gossage, 118 M.S.P.R. 455, ¶ 8. Thus, under 38 U.S.C. § 4324(b)(2), the Board does not acquire jurisdiction over an appellant’s USERRA claim until he receives the required notification from DOL. 38 U.S.C. §§ 4322(e), 4324(b)(2); Gossage, 118 M.S.P.R. 455, ¶ 8. Here, it is undisputed that the appellant’s submission of 5 the DOL close-out letter satisfies the USERRA exhaustion requirement. IAF, Tab 1 at 1-2; see 5 C.F.R. § 1201.57(c)(1) (providing that an appellant bears the burden of proving by preponderant evidence exhaustion of a statutory complaint process that is preliminary to a Board appeal). The appellant has failed to establish jurisdiction over a USERRA reemployment claim. In his petition for review, the appellant alleges that the agency violated his right to reemployment under 38 U.S.C. § 4312 and various regulatory provisions found at 5 C.F.R. part 353 by failing to reemploy him after he resigned. PFR File, Tab 7 at 8-10, 14, 20 -22. USERRA provides reemployment rights to “any person whose absence from a position of employment is necessitated by reason of service in the uniformed services.” 38 U.S.C. § 4312(a). An appellant must allege that an agency has not met its reemployment obligations under 38 U.S.C. §§ 4312-4318 following his absence from civilian employment to perform uniformed service. Bostwick, 122 M.S.P.R. 269, ¶ 5. A person’s entitlement to reemployment rights is dependent on, among other things, whether the person “has given advance written or verbal notice of [uniformed] service” to the employer. 5 U.S.C. § 4312(a). Here, the appellant admits that the reason for his resignation was not to perform uniformed service, but was to treat service-connected injuries. IAF, Tab 4 at 16; PFR File, Tab 7 at 9-10, 13-14, 24, Tab 9 at 5. Because the appellant concedes that he did not resign due to uniformed service, and his resignation letter does not satisfy the notice requirement in section 4312(a), the appellant has failed to nonfrivolously allege that the agency had any reemployment obligations. Therefore, he has failed to meet his burden in a USERRA reemployment claim. See, e.g., Bostwick, 122 M.S.P.R. 269, ¶¶ 8-9 (interpreting the USERRA reemployment provisions as requiring that an individual’s absence from a position of employment be necessitated by reason of service in the uniformed services); Duncan v. U.S. 6 Postal Service, 73 M.S.P.R. 86, 90 (1997) (finding that the USERRA provision on reemployment rights did not apply to the appeal when the appellant left his position because of his disability retirement and not by reason of military service), overruled  on other grounds by Fox v. U.S. Postal Service, 88 M.S.P.R. 381 (2001). The appellant has established jurisdiction over a USERRA discrimination claim under 38 U.S.C. § 4311(a). The appellant further alleges on review that the agency discriminated against him under 38 U.S.C. § 4311(a). PFR File, Tab 7 at 20. To establish jurisdiction over a USERRA discrimination claim under section 4311(a), 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 the performance of duty or obligation to perform duty in the uniformed service. Gossage, 118 M.S.P.R. 455, ¶ 10. Here, it is undisputed that the appellant has satisfied the first two jurisdictional elements described above. Specifically, the record shows that the appellant received an honorable discharge from active-duty service with the U.S. Army in 1979, and the agency does not dispute that it did not hire or rehire him following his resignation. IAF, Tab 4 at 13, 20. Thus, the relevant question here is whether the appellant has made a nonfrivolous allegation that his prior uniformed service was “a substantial or motivating factor” in the agency’s decision not to hire or rehire him. Kitlinski v. Merit Systems Protection  Board, 857 F.3d 1374, 1379-80 (Fed. Cir. 2017). After considering the appellant’s petition for review, we find that he has nonfrivolously alleged that his prior uniformed service was a motivating factor in the agency’s decision not to select him for any positions. Specifically, the appellant asserts that a Human Resources Officer (HRO) deceived him, deliberately failed to advise him of his reinstatement rights, and falsely portrayed 7 the relevant hiring authority for a vacancy announcement—which led to him not being selected for any positions to which he had applied—because the HRO disliked and resented his uniformed service; the appellant also alleges that the agency discriminated against him based on his uniformed service when, on December 5, 2017, a nonveteran was hired for the position that he previously held. PFR File, Tab 7 at 6-7, 11-12, 14. We find, based on these allegations, that the appellant made a nonfrivolous allegation of jurisdiction over a USERRA discrimination claim under 38 U.S.C. § 4311(a). See, e.g., Beck, 120 M.S.P.R. 504, ¶ 9 (finding jurisdiction over the appellant’s USERRA claim that his nonselection was due to his prior military service and that his qualifications were superior to the nonveteran selectee); Swidecki v. Department  of Commerce, 113 M.S.P.R. 168, ¶ 9 (2010) (finding jurisdiction over the appellant’s USERRA appeal when he alleged that the agency denied his application to be reemployed in a position that he previously held, in part, because of his prior uniformed service); Wilson v. Department  of the Army, 111 M.S.P.R. 54, ¶ 10 (2009) (finding that the appellant’s claim that he was terminated during his probationary period because “agency officials didn’t like the fact” of his military service was sufficient to constitute a nonfrivolous allegation of a USERRA violation). Although unclear, it appears that the appellant is also asserting a USERRA discrimination claim based on his service-connected conditions. PFR File, Tab 7 at 10, 15-17. However, such a claim is not cognizable under USERRA. See, e.g., Mims v. Social Security Administration, 120 M.S.P.R. 213, ¶ 22 (2013) (finding that a claim of discrimination based on a disability arising from military service is not cognizable under USERRA); Ray v. Department  of Veterans Affairs, 84 M.S.P.R. 108, ¶ 3 (1999) (noting that a claim of discrimination based on a military-connected disability was a claim of disability discrimination, not a claim covered under USERRA). 8 The appellant has established jurisdiction over a USERRA retaliation claim under 38 U.S.C. § 4311(b). The appellant also alleges on review that the agency retaliated against him under 38 U.S.C. § 4311(b). PFR File, Tab 7 at 20. Under section 4311(b): An employer may not discriminate in employment against or take any adverse employment action against any person because such person (1) has taken an action to enforce a protection afforded any person under this chapter, (2) has testified or otherwise made a statement in or in connection with any proceeding under this chapter, (3) has assisted or otherwise participated in an investigation under this chapter, or (4) has exercised a right provided for in this chapter. 38 U.S.C. § 4311(b). If an appellant engages in one or more forms of the protected activity described above, an agency violates section 4311(b) if his protected activity “is a motivating factor in the employer’s action, unless the employer can prove that the action would have been taken in the absence of [his protected activity].” 38 U.S.C. § 4311(c)(2); Burroughs  v. Department  of the Army, 120 M.S.P.R. 392, ¶ 7 (2013). Thus, to establish jurisdiction over a USERRA retaliation claim under section 4311(b), an appellant must nonfrivolously allege that he engaged in protected activity (as described in section 4311(b)) and that such protected activity was a motivating factor in the agency’s action. The appellant alleges on review that the agency discriminated in employment against him, i.e., did not hire or rehire him, in reprisal for taking an action to enforce a protection afforded under USERRA, assisting or otherwise participating in a USERRA investigation, and exercising a right provided for by USERRA. PFR File, Tab 7 at 20, 27. Specifically, the appellant alleges that, after complaining on October 21, 2017, to Human Resources and an office director that the agency was discriminating against him and violating his USERRA rights, he was not selected for a position on December 5, 2017.4 PFR File, Tab 7 at 19. The appellant’s statement suggests that his complaints motivated the agency’s decision not to select him. Coupled with the 4 It is unclear whether these complaints were made in conjunction with the appellant’s October 25, 2017 DOL complaint. IAF, Tab 1 at 1. 9 liberal pleading standard afforded to such claims at the jurisdictional stage, Beck, 120 M.S.P.R. 504, ¶ 8, we find that the appellant has met his burden to make a nonfrivolous allegation of jurisdiction over his USERRA retaliation claim. We have also considered the appellant’s assertion that he engaged in protected USERRA activity by resigning to treat his service-connected injuries and by exercising a right to reemployment, which led to the agency’s decision not to select him for any positions. PFR File, Tab 7 at 9-10, 22; see Hayden v. Department  of the Air Force, 812 F.3d 1351, 1354-55, 1362-63 (Fed. Cir. 2016) (considering the appellant’s efforts to enforce his USERRA reemployment rights following his return from military service as part of the analysis of his USERRA retaliation claim). However, as discussed above, the appellant has failed to nonfrivolously allege that he was entitled to reemployment rights as a “person whose absence from a position of employment [was] necessitated by reason of service in the uniformed services.” 38 U.S.C. § 4312(a); see supra ¶¶ 13-14. Because the appellant did not make a nonfrivolous allegation that he was entitled to USERRA reemployment rights, we find that his resignation and efforts to be hired or rehired do not constitute activity protected by section 4311(b). The administrative judge should consider on remand whether the appellant’s remaining claims are relevant to his USERRA discrimination or retaliation claims. The Board’s authority in pure USERRA cases involving personnel actions that are not otherwise appealable to the Board is limited to determining whether the agency has violated USERRA. Bodus v. Department  of the Air Force, 82 M.S.P.R. 508, ¶ 12 (1999); see Ruffin v. Department  of the Treasury, 89 M.S.P.R. 396, ¶ 10 (2001) (observing that, in USERRA appeals, the Board may review only claims that an agency has failed or refused, or is about to fail or refuse, to comply with certain USERRA provisions). Thus, the USERRA statute 10 does not confer jurisdiction on the Board to address an agency’s underlying personnel action when the merits of that action are not otherwise appealable to the Board. Wooten v. Department  of Veterans Affairs, 102 M.S.P.R. 131, ¶ 13 (2006). On review, the appellant raises the following additional claims against the agency: (1) harmful error; (2) prohibited personnel practices; (3) due process violations; (4) disability and age discrimination; (5) violations of certain statutory and regulatory provisions in its recruitment and selection procedures (set forth at 5 U.S.C. chapter 33 and 5 C.F.R. part 332); (6) violation of his restoration rights under 5 C.F.R. part 353, based on a compensable injury; (7) violation of his veterans’ preference rights; and (8) violations of 5 C.F.R. §§ 315.201, 315.401, 352.208, and Executive Order 5396. E.g., PFR File, Tab 7 at 5-6, 8-9, 13-15, 17-18, 20-21, 23-26, 28, Tab 8 at 6, Tab 20 at 6-8, 11, 14, 25-26. Based on the current record, we are unable to determine whether the consideration of such claims is necessary, if at all, to adjudicate the appellant’s USERRA discrimination or retaliation claims. See Davison v. Department  of Veterans Affairs, 115 M.S.P.R. 640, ¶¶ 12-15 (2011) (finding jurisdiction over the appellant’s USERRA retaliation claim based on his assertion that he exercised his right as a disabled veteran to leave without pay under Executive Order 5396); but see Metzenbaum  v. Department  of Justice, 89 M.S.P.R. 285, ¶ 15 (2001) (finding the Board’s jurisdiction does not extend beyond the complained-of discrimination because of military status, does not allow for a decision on the merits of the underlying matter except to the extent necessary to address the appellant’s military-status discrimination claims, and, thus, does not include a review of other claims of prohibited discrimination). On remand, the administrative judge should determine in the first instance whether any of the appellant’s additional claims are relevant to his USERRA discrimination or retaliation claims. To the extent the appellant believes that any of the documentation that he submitted on 11 review is relevant to the merits of his USERRA discrimination or retaliation claims, he may resubmit such documentation on remand. The appellant is entitled to engage in discovery on remand. The appellant has made a request to engage in discovery. PFR File, Tab 7 at 13. The Board’s regulations make no provision for discovery during the petition for review process, Mosby v. Department  of Housing and Urban Development, 114 M.S.P.R. 674, ¶ 4 (2010), and we deny this request. The record reflects that the administrative judge granted the appellant 30 days from the date of the acknowledgment order to initiate discovery; however, the order was sent to the same incorrect mailing address as the jurisdictional order. IAF, Tab 2 at 3, 17, Tab 3 at 9. Moreover, the administrative judge issued the initial decision before the expiration of that deadline and, thus, the administrative judge deprived the appellant of the full opportunity for discovery. IAF, Tab 2 at 3; ID at 1; see Lynch v. Department  of Defense, 114 M.S.P.R. 219, ¶ 8 (2010) (finding that, by issuing the initial decision before the close of the discovery period, the administrative judge effectively denied the appellant the opportunity to finalize his discovery efforts). Accordingly, the administrative judge shall provide the parties with an opportunity to engage in discovery on remand. The appellant’s remaining arguments do not warrant a different outcome. We decline to address the appellant’s claims regarding a violation of Veterans Employment Opportunities Act of 1998 (VEOA) and equitable tolling, e.g., PFR File, Tab 7 at 16, 23, Tab 20 at 5, 10, because such claims are not relevant to the jurisdictional issue in this matter. We also decline to consider the appellant’s new argument and evidence regarding his alleged nonselection in 2018 for an Industrial Hygienist Green Environmental Management Systems Coordinator position advertised under vacancy announcement HN-10151155-18-BM. E.g., PFR File, Tab 7 at 12, 19, Tab 20 at 6-11, 15, 18-20. This vacancy announcement is the subject of Hendy v. 12 Department  of Veterans Affairs, MSPB Docket No. CH-3330-18-0514-I-1, and Hendy v. Department  of Veterans Affairs, MSPB Docket No. CH-4324-18-0541-I- 1. Further, we deny the appellant’s request to join this USERRA appeal with his other Board appeals because doing so would not expedite processing of the cases. PFR File, Tab 7 at 22-23, Tab 20 at 5; 5 C.F.R. § 1201.36(b). In addition, we deny the appellant’s request for a stay. PFR File, Tab 7 at 29. ORDER For the reasons described herein, we vacate the initial decision and remand the case to the regional office for further adjudication on the merits of the appellant’s USERRA discrimination and retaliation claims. On remand, the administrative judge shall provide the parties an opportunity to engage in discovery and shall provide the appellant with his requested hearing. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.
Hendy_David_M_CH-4324-18-0228-I-1__Remand_Order.pdf
2024-05-02
DAVID M. HENDY v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-4324-18-0228-I-1, May 2, 2024
CH-4324-18-0228-I-1
NP
1,572
https://www.mspb.gov/decisions/nonprecedential/Brown_Gregory_L_DA-0714-21-0218-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GREGORY L. BROWN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-0714-21-0218-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 Daniel J. Gamino , Esquire, Oklahoma City, Oklahoma, for the appellant. Joan M. Green , Esquire, Oklahoma City, Oklahoma, for the agency. Shannon Yero , Garland, Texas, for the agency. Tijuana D. Griffin , Little Rock, Arkansas, 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 pursuant to the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017 (VA 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 Accountability Act), Pub. L. No. 115-41, § 202(a), 131 Stat 862, 869-73 (2017) (codified as amended at 38 U.S.C. § 714). For the reasons discussed below, we GRANT the agency’s petition for review, VACATE the initial decision, and REMAND the case to the Dallas Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant was employed as a GS-7 Lead Police Officer with the Oklahoma City Veterans Affairs Medical Center’s Police Services. Initial Appeal File (IAF), Tab 1 at 2, Tab 7 at 7, 12. The agency removed him effective March 23, 2021, for failure to follow policy. IAF, Tab 7 at 12-15, 50-52. The charge consisted of one specification concerning an incident in March 2020, when the appellant did not complete a Uniform Offense Report or a Missing Patient Reaction Worksheet after Police Services was notified of a high-risk missing patient. Id. at 50. In sustaining the charge, the deciding official determined that it “was supported by substantial evidence.” Id. at 12. The appellant filed a Board appeal of his removal. IAF, Tab 1. After the administrative judge held a hearing, IAF, Tab 20, the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) decided Rodriguez v. Department of Veterans Affairs , 8 F.4th 1290, (Fed. Cir. 2021), and Connor v. Department of Veterans Affairs , 8 F.4th 1319, (Fed. Cir. 2021). Recognizing that these cases affected the adjudication of the appellant’s removal, the administrative judge reopened the record and allowed the parties to submit argument on the impact of Connor and Rodriguez on the appeal; however, he did not allow them to submit additional evidence. IAF, Tab 22. After both parties responded, the administrative judge issued an initial decision reversing the removal because the deciding official reviewed the proposed removal under a substantial evidence standard, instead of a preponderant evidence standard, when determining that the appellant committed the charged offense. IAF, Tab 25, Initial Decision (ID) 3 at 13, 15. The administrative judge declined to apply the harmful error standard to the deciding official’s application of the incorrect standard of review. ID at 14. The agency has filed a petition for review arguing that the administrative judge erred in reversing the action as not in accordance with law, instead of taking evidence as to whether the deciding official actually applied a substantial evidence standard and, if so, whether doing so was harmful. Petition for Review (PFR) File, Tab 1. The appellant has responded. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW We remand the appeal 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 noted, the deciding official sustained the action based on his conclusion that there was substantial evidence to do so. IAF, Tab 7 at 12. Before the initial decision in this case was issued, the Federal Circuit decided 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 issued under 38 U.S.C. § 714. The court 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, using a preponderance of the evidence burden of proof. Id. at 1298-1301 (quoting 38 U.S.C. § 714(a)(1)). The Federal Circuit’s decision in Rodriguez applies to all pending cases, regardless of when the events at issue took place. Semenov v. Department of Veterans Affairs , 2023 MSPB 16, ¶ 22. Applying the decision in Rodriguez, the administrative judge reversed the agency’s removal as “not in accordance with law” under 5 U.S.C. § 7701(c)(2)(C). ID at 14-15. He concluded that because the agency’s action was unlawful, he was required to reverse it. Id. However, 4 after the initial decision was issued, the Board issued its decision in Semenov, 2023 MSPB 16. In Semenov, the Board found it appropriate to apply the harmful error standard from 5 U.S.C. § 7701(c)(2) to the agency’s improper application of the substantial evidence standard to its review of the proposed removal. Semenov, 2023 MSPB 16, ¶¶ 21-24. We are not persuaded by the finding in the initial decision, or the appellant’s argument on review, that the agency’s error requires the Board to reverse the action. ID at 14-15; PFR File, Tab 3 at 10-11. On review, the agency argues that the administrative judge incorrectly relied on McCollum v. National Credit Union Administration , 417 F.3d 1332 (Fed. Cir. 2005), when declining to apply the harmful error standard to the deciding official’s substantial evidence review. PFR File, Tab 1 at 8-9. The administrative judge relied on McCollum for the proposition that when an appealable action is unlawful in its entirety, i.e., there is no legal authority for the agency’s action, the Board will reverse such an action as “not in accordance with law” under 5 U.S.C. § 7701(c)(2)(C), regardless of whether the error was harmful. ID at 14. In McCollum, 417 F.3d at 1339-40, the Federal Circuit reversed the de facto removal of an employee because it was not in accordance with law. There, agency officials effectively removed the petitioner for failure to accept a directed reassignment. Id. at 1335-38. However, the Federal Circuit found that the only entity with authority to remove the petitioner was a 3-member Board, which did not vote to remove him. Id. at 1338-40. Instead, other agency officials processed what amounted to an involuntary separation from service. Id. at 1338, 1340. Thus, because “the agency itself, according to its own authority structure, never removed [the petitioner],” his removal was not in accordance with law. Id. at 1340. An action taken pursuant to 38 U.S.C. § 714 “may not be sustained under [§ 7701(b)]” if the agency committed harmful error, based its decision on a prohibited personnel practice under 5 U.S.C. 2302(b), or “the decision was not in accordance with law.” Semenov, 2023 MSPB 16, ¶ 23 (quoting 5 U.S.C. 5 § 7701(c)(2)). The “harmful error” provision of 5 U.S.C. § 7701(c)(2) is applicable to all procedural errors, while the “not in accordance with law” provision is applicable to other unlawful actions. Doe v. Department of Justice , 121 M.S.P.R. 596, ¶ 12 (2014). Unlike in McCollum, here, the agency itself acted to remove the appellant. However, it committed procedural error during the process by applying the wrong burden of proof in sustaining the removal. This error in the application of the procedures under 38 U.S.C. § 714 does not render the action unlawful. See Rodriguez, 8 F4th at 1296, 1301 (identifying the appellant’s argument regarding the agency’s application of the substantial evidence standard under 38 U.S.C. § 714 as one of procedural error, and remanding the issue for further proceedings); see also Bannister v. Department of Veterans Affairs , 26 F.4th 1340, 1343-44 (Fed. Cir. 2022) (remanding to the Board a 38 U.S.C. § 714 removal in which the agency improperly applied the substantial evidence standard “for further proceedings under the correct legal standard”). Thus, as we found in Semenov, the harmful error standard from 5 U.S.C. § 7701(c)(2) applies here. Semenov, 2023 MSPB 16, ¶ 23. We therefore remand the appeal for further adjudication. On remand, the administrative judge should afford the parties an opportunity to submit evidence and argument, including holding a supplemental hearing if needed, on the issue of whether the agency’s use of the substantial evidence standard constituted harmful procedural error. Semenov, 2023 MSPB 16, ¶ 24. On remand, the administrative judge should allow the parties an opportunity to present evidence and argument regarding whether the agency considered the Douglas factors in determining the penalty. In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), the Board provided a nonexhaustive list of factors relevant to penalty determinations. In Semenov, 2023 MSPB 16, ¶¶ 44-50, the Board concluded that, consistent with the Federal Circuit’s decision in Connor, 8 F.4th at 1325-26, in reviewing the penalty in an action taken under 38 U.S.C. § 714, the agency and the Board must 6 apply the Douglas factors. Even though the Board is precluded from mitigating the penalty under 38 U.S.C. §§ 714(d)(2)(B), (d)(3)(C), the Board is required “to review for substantial evidence the entirety of the [agency’s] removal decision— including the penalty.” Semenov, 2023 MSPB 16, ¶ 45 (quoting Sayers v. Department of Veterans Affairs , 954 F.3d 1370, 1379 (Fed. Cir. 2020)). That review is essentially to ensure that the agency conscientiously considered the relevant factors and struck a responsible balance of those factors within tolerable limits of reasonableness. Id., ¶ 48. Here, the administrative judge provided the parties with guidance regarding the Board’s obligation to review the penalty in an action taken under the VA Accountability Act, pursuant to Connor. IAF, Tab 22. However, he did not allow the parties to submit additional evidence or testimony regarding whether the deciding official considered the relevant mitigating and aggravating Douglas factors. IAF, Tab 22 at 2. Further, because he reversed the agency’s action based on its use of the wrong burden of proof, he did not reach the issue of the reasonableness of the removal penalty. ID at 15 n.14. In the proposed removal letter, the proposing official did not reference Douglas. However, he stated that he considered the appellant’s prior admonishment and suspensions and his job level and responsibility as Lead Police Officer, and concluded that he lacked confidence in the appellant’s ability to perform at a satisfactory level or to be rehabilitated. IAF, Tab 7 at 50. Similarly, in the deciding official’s decision letter upholding the proposed removal, he also did not reference Douglas; however, he did state that the penalty of removal was reasonable in light of the appellant’s prior discipline for failure to follow supervisory instruction as well as the higher standard to which he was held as Lead Police Officer. Id. at 12. Additionally, in his hearing testimony, the deciding official stated that he did not conduct a Douglas factor analysis; however, he determined that removal was reasonable in light of the appellant’s prior discipline for the same misconduct, the seriousness of the offense, his knowledge of the rules and 7 policies violated, and his supervisory role as Lead Police Officer. Hearing Transcript at 134-37, 167-69 (testimony of the deciding official). Nevertheless, the record does not reflect whether the deciding official considered any other relevant mitigating Douglas factors in making the decision to remove the appellant, including, for example, the appellant’s 23-years of service with the agency and the consistency of the penalty. IAF, Tab 7 at 43; see Douglas, 5 M.S.P.R. at 305-06. On remand, the administrative judge should permit the parties to submit additional evidence and argument on the penalty issue. See Semenov, 2023 MSPB 16, ¶ 50. In reviewing the penalty, 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, among other cases, Connor, 8 F.4th at 1326-27). The administrative judge may adopt his prior findings on the appellant’s affirmative defenses, as clarified by this Remand Order. The administrative judge found that the appellant failed to prove his affirmative defenses of retaliation for equal employment opportunity (EEO) activity and a prior non-whistleblower-reprisal Board appeal. ID at 15-21. On review, neither party challenges the administrative judge’s findings that the appellant did not prove his affirmative defenses. Id. In making his findings regarding the appellant’s EEO affirmative defense, the administrative judge observed that, pursuant to Savage v. Department of the Army, 122 M.S.P.R. 612, ¶¶ 48, 51 (2015), overruled by Pridgen v. Office of Management and Budget , 2022 MSPB 31, if the appellant shows that a discriminatory or retaliatory motive was a factor in the contested action, the Board will reverse the action unless the agency shows that it would have taken the same action in the absence of its improper motive. ID at 15-16. After the administrative judge issued his decision, the Board clarified the standards of 8 proof applicable to EEO reprisal claims that arise, as does the appellant’s, under the Age Discrimination in Employment Act and Title VII. IAF, Tab 7 at 8-9, Tab 13 at 13. As relevant here, the appellant may prove a claim of retaliation by showing that his prior EEO activity was at least a motivating factor in his removal. Pridgen, 2022 MSPB 31, ¶ 20-22, 30. The administrative judge found that the appellant failed to prove that EEO retaliation was a motivating factor in his removal. ID at 20. Because he did not show that retaliation was a motivating factor in his removal, he necessarily failed to meet the more stringent “but-for” standard. See Desjardin v. U.S. Postal Service , 2023 MSPB 6, ¶ 33. Therefore, we find that the administrative judge’s application of the burden of proof set forth in Savage did not impact his determination. 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). An additional matter requires correction. In the initial decision, the administrative judge provides conflicting findings regarding whether the appellant raised a claim of retaliation under the “cat’s paw” theory, which we clarify here. The administrative judge acknowledged that the crux of the appellant’s reprisal argument is that the proposing official, who he alleges harbored retaliatory motive against him because he was a responsible management official in the appellant’s EEO complaint, maintained a “close personal friendship” with the deciding official, which rendered the deciding official incapable of making an unbiased decision concerning the appellant’s removal. IAF, Tab 7 at 20, Tab 12 at 7; ID at 19. The administrative judge essentially found that the appellant did not prove retaliation under the “cat’s paw” theory. ID at 19-20. However, he concluded that the appellant did not allege a claim of retaliation under the “cat’s paw theory.” ID at 20 n.18. We disagree and find that the appellant here did appear to allege a claim of retaliation under the “cat’s paw” theory. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 11 9 (2012) (explaining the Supreme Court has adopted the term “cat’s paw” to describe a case in which a particular management official, acting because of an improper animus, influences an agency official who is unaware of the improper animus when implementing a personnel action (citation omitted)). Nevertheless, because we discern no error with the administrative judge’s analysis or finding that the appellant failed to prove that the proposing official improperly influenced the deciding official, we find that any such error in identifying the claim is harmless. See Panter, 22 M.S.P.R. at 282 (finding that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). Lastly, in finding that the appellant failed to prove retaliation for his prior Board appeal of a 3-day suspension, the administrative judge observed that, pursuant to Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986), an appellant can establish an affirmative defense of non-whistleblower reprisal by proving by a preponderance of the evidence that he engaged in protected activity, the accused official knew of the protected activity, the adverse employment action under review could, under the circumstances, have been retaliation, and there was a genuine nexus between the retaliation and the adverse action. ID at 20-21. We clarify that in Mattison v. Department of Veterans Affairs, 123 M.S.P.R. 492, ¶ 8 (2016), the Board observed that this standard also does not apply when the prior protected activity involves an allegation of reprisal for EEO activity. Here, the administrative judge did not make a finding as to whether the appellant’s prior appeal over his 3-day suspension alleged retaliation for EEO activity; however, upon reviewing the record of that appeal, we find that it did not. Brown v. Department of Veterans Affairs , MSPB Docket No. DA-0752-19-0402-I-1, Initial Appeal File, Tab 1, Tab 6 at 9. On remand, the administrative judge may adopt his prior findings as to the appellant’s affirmative defenses, as clarified by this Order. 10 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.
Brown_Gregory_L_DA-0714-21-0218-I-1__Remand_Order.pdf
2024-05-02
GREGORY L. BROWN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-0714-21-0218-I-1, May 2, 2024
DA-0714-21-0218-I-1
NP
1,573
https://www.mspb.gov/decisions/nonprecedential/McFarland_JamesettaCH-844E-19-0437-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMESETTA MCFARLAND, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER CH-844E-19-0437-I-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jamesetta McFarland , Milwaukee, Wisconsin, pro se. Heather Dowie and Shaquita Stockes , 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 final decision of the Office of Personnel Management (OPM) concluding that the appellant’s application for disability retirement was untimely filed and that she was not entitled to a waiver of the 1-year time limit for filing the application. On petition for review, the appellant requests that the Board 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). reconsider OPM’s decision denying her disability retirement application. Petition for Review (PFR) File, Tab 1 at 1.2 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). 2 In a March 2, 2020 pleading, the appellant stated that there was a delay in her receipt of the initial decision and requested until March 16, 2020, to file her petition for review. PFR File, Tab 1 at 2-3. The Office of the Clerk of the Board treated the filing as a timely filed petition for review with a request to file a supplemental brief in support of the petition for review by March 16, 2020, which the Clerk’s Office granted. PFR File, Tab 2 at 1. The agency filed its response to the petition for review, PFR File, Tab 3, and by a letter dated March 14, 2020, the appellant requested an extension of time to file her supplemental filing in support of her petition for review, PFR File, Tab 4. Because of the delay in processing filings due to the mandatory telework requirement implemented for all Board employees as a result of the COVID-19 pandemic, the appellant’s filing was not received by the Clerk’s Office until April 28, 2020, and the Board granted the appellant an extension of time to file her reply until May 18, 2020. PFR File, Tab 5. By a letter postmarked May 30, 2020, the appellant requested an additional extension of time to file her reply until July 15, 2020. PFR File, Tab 6. By a letter dated June 19, 2020, the Clerk’s Office denied the appellant’s additional request for an extension of time to file her reply as untimely filed. PFR File, Tab 7; see 5 C.F.R § 1201.114(f)-(g). Consequently, the only responsive pleading in the record on review is the appellant’s initial filing stating only her intention of filing a petition for review, which we have treated as her petition for review. PFR File, Tab 1.2 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
McFarland_JamesettaCH-844E-19-0437-I-1__Final_Order.pdf
2024-05-02
JAMESETTA MCFARLAND v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. CH-844E-19-0437-I-1, May 2, 2024
CH-844E-19-0437-I-1
NP
1,574
https://www.mspb.gov/decisions/nonprecedential/Labrador_RemediosSF-0831-22-0342-I-1 Final Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD REMEDIOS LABRADOR, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0831-22-0342-I-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Rufus F. Nobles, I , San Narciso, Zambales, Philippines, for the appellant. Jane Bancroft , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Vice Chairman Raymond A. Limon, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal alleging that the Office of Personnel Management (OPM) improperly failed to issue a final decision on her “claimed survivor entitlement to an annuity” as barred by the doctrine of res judicata, or, in the alternative, for lack of jurisdiction. On petition for review, the appellant reiterates her request 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). for the Board to remand her case to OPM for OPM to issue a final decision, claims that OPM failed to properly process her application to make a survivorship deposit into the Civil Service Retirement and Disability Fund (Fund) in or around 2007, and reargues the underlying issue of her late husband’s service and that she is entitled to make a deposit into the Fund. 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 clarify that we are dismissing the appeal for lack of jurisdiction, we AFFIRM the initial decision. The appellant in this case appears to be primarily claiming that OPM refused or improperly failed to issue a final decision on her renewed request to make a deposit into the Fund based on her late husband’s Federal civilian service and that the Board should thus assert jurisdiction and remand the matter to OPM to issue a final decision. Initial Appeal File (IAF), Tab 1 at 1, Tab 3 at 1. However, she also appears to be attempting to relitigate a final decision issued by OPM in 2008 that found that she had no right to make a deposit into the Fund or receive a survivor’s annuity benefit because her late husband’s service was not covered under the Civil Service Retirement System (CSRS). IAF, Tab 3 at 1-14, Tab 5 at 9-10. The administrative judge found that the “entangled nature” of2 these arguments warranted discussion of the preclusion issues first. IAF, Tab 6, Initial Decision (ID) at 6. However, the existence of Board jurisdiction is a threshold issue in adjudicating an appeal. Hasanadka v. Office of Personnel Management, 116 M.S.P.R. 636, ¶ 19 (2011). Further, the Board must have jurisdiction over an appeal for the doctrine of res judicata to apply. See Hicks v. U.S. Postal Service , 83 M.S.P.R. 599, ¶ 12 (1999). Therefore, the administrative judge should have discussed the jurisdictional issue first before addressing whether the appeal was barred by the doctrine of res judicata. Because we agree with the administrative judge’s conclusion that OPM did not refuse or improperly fail to issue a final decision in this case, we modify the initial decision to dismiss the appeal for lack of jurisdiction. ID at 9-11. However, to the extent that the appellant is attempting to relitigate OPM’s 2008 final reconsideration decision finding that she had no right to make a deposit into the Fund or to receive a survivor’s annuity benefit because her late husband’s service was not covered under CSRS, and the Board would have jurisdiction, we agree with the administrative judge’s conclusion that the appeal is barred by the doctrine of res judicata. See Muyco v. Office of Personnel Management, 104 M.S.P.R. 557, ¶ 8 (2007). Accordingly, we affirm the initial decision as modified. 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 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 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 at4 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,5 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 petition for 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. 115-195,6 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. 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
Labrador_RemediosSF-0831-22-0342-I-1 Final Order.pdf
2024-05-02
REMEDIOS LABRADOR v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0831-22-0342-I-1, May 2, 2024
SF-0831-22-0342-I-1
NP
1,575
https://www.mspb.gov/decisions/nonprecedential/Frazier_Kenya_CB-7121-21-0020-V-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KENYA FRAZIER, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER CB-7121-21-0020-V-1 DATE: May 2, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Suzanne Pillari , Esquire, Syracuse, New York, for the appellant. Jean Del Colliano , Esquire, and Shira Siskind , Esquire, New York, New York, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER The appellant has filed a request for review of an arbitration decision upholding her 60-day suspension. For the reasons set forth below, we DISMISS the request for review for lack of jurisdiction. 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 December 9, 2020, the agency suspended the appellant from her position as a Claims Specialist for 60 days based on the charge of conduct unbecoming a Federal employee. Request for Review (RFR) File, Tab 1 at 55-60, 62-68. The appellant’s union filed a grievance on her behalf, which the agency denied; thereafter, the appellant invoked arbitration. Id. at 70-71, 73. Following a 2-day hearing, the arbitrator issued an August 25, 2021 decision finding that the agency proved its charge and upholding the appellant’s 60-day suspension. Id. at 233-62. On September 24, 2021, the appellant filed a request for review of the arbitrator’s decision with the Board.2 Id. at 1-32. Among other things, the appellant asserted that the Board has jurisdiction to review the arbitration decision because she raised “issues under [] Article 18” of the applicable collective bargaining agreement (CBA), which pertains to equal employment opportunity matters, both on her “Standard Grievance Form” and “in the Union’s requested findings in the associated Post-Hearing Brief.” Id. at 9-11, 70, 267 -75. The agency has filed a response asserting, among other things, that the Board lacks jurisdiction over the matter because the appellant failed to raise a claim of discrimination before the arbitrator. RFR File, Tab 3 at 14-15. ANALYSIS As explained in our acknowledgment order, it is the appellant’s burden to prove that the Board has jurisdiction over this matter by preponderant evidence. RFR File, Tab 2 at 2-3; see 5 C.F.R. § 1201.56(b)(2)(i)(A). As further explained, 2 The appellant initially filed her request with the Board’s Northeastern Regional Office; however, it was thereafter transferred to the New York Field Office. Frazier v. Social Security Administration , MSPB Docket No. PH-0752-21-0366-I-1, Initial Appeal File, Tab 1, Tab 5, Initial Decision (ID) at 2 n.1. On September 30, 2021, an administrative judge in the New York Field Office issued an initial decision forwarding the matter to the Office of the Clerk of the Board for redocketing as a request for review of the arbitrator’s decision. ID at 2. The matter was thereafter redocketed. RFR File, Tab 2 at 1. 2 the Board has jurisdiction over a request for review of an arbitration decision when the following conditions are met: (1) the subject matter of the grievance is one over which the Board has jurisdiction; (2) the appellant either (i) raised a claim of discrimination under 5 U.S.C. § 2302(b)(1) with the arbitrator in connection with the underlying action, or (ii) raises a claim of discrimination in connection with the underlying action under 5 U.S.C. § 2302(b)(1) for the first time with the Board if such allegations could not be raised in the negotiated grievance procedure; and (3) a final decision has been issued. RFR File, Tab 2 at 2; Jones v. Department of Energy , 120 M.S.P.R. 480, ¶ 8 (2013), aff’d sub nom. Jones v. Merit Systems Protection Board , 589 F. App’x 972 (Fed. Cir. 2014); see 5 C.F.R. § 1201.155(a)(1), (c). Here, we find, and neither party disputes, that conditions (1)3 and (3) are satisfied; however, we conclude that the appellant failed to meet her burden concerning condition (2). As stated, the appellant alleges that she raised a claim of discrimination before the arbitrator by raising Article 18 of the CBA on both her “Standard Grievance Form” and in her arbitration closing brief. RFR File, Tab 1 at 10-11. The appellant’s reliance on her grievance form, however, is misplaced. Indeed, to satisfy condition (2), it was incumbent upon the appellant to prove that she raised discrimination under 5 U.S.C. § 2302(b)(1) with the arbitrator.4 See Jones, 120 M.S.P.R. 480, ¶ 8; see also Scanlin v. Social Security Administration, 2022 MSPB 10, ¶ 5 (finding unavailing the appellant’s assertion that she had raised a claim of disability discrimination in her grievance with the 3 The appellant’s 60-day suspension, which was the subject matter of the grievance, is an action appealable to the Board under chapter 75 of title 5 of the United States Code. 5 U.S.C. §§ 7512(2), 7513(d). 4 With her request for review, the appellant provided a copy of the arbitration hearing transcript, which indicates that she submitted her grievance form into evidence before the arbitrator. RFR File, Tab 1 at 70, 181. We find, however, that the appellant’s submission of this form does not warrant a different outcome. Indeed, the grievance form only generally references discrimination and equitable treatment. Id. at 70. Moreover, the appellant did not explain why she was submitting the form into evidence.3 agency because the jurisdictionally dispositive issue was whether she had raised discrimination with the arbitrator). Regarding her arbitration closing brief, the appellant avers that she “raised issues under [] Article 18 (Equal Employment Opportunity []),” and, therefore, raised a claim of discrimination under 5 U.S.C. § 2302(b)(1). RFR File, Tab 1 at 10-11. The appellant provides the Board with a copy of her arbitration closing brief. Id. at 210-31. In this brief, the appellant requested that the arbitrator find that the agency had violated the subject article of the CBA and stated that, if it was “determined that the [a]gency acted in a discriminatory manner and in retaliation against the [appellant] in violation of Article 18 or otherwise for her [u]nion membership and/or protected class status, the [a]rbitrator is asked to consider and award compensatory damages as appropriate pursuant to the applicable EEOC retaliation provisions.” Id. at 211-12, 267-75. We find that the appellant’s vague references to discrimination and retaliation vis-à-vis Article 18 do not show that she raised a discrimination claim under 5 U.S.C. § 2302(b)(1) with the arbitrator, as required. See Scanlin, 2022 MSPB 10, ¶ 6 (concluding that the appellant failed to raise a claim of discrimination with the arbitrator when she generally referenced discrimination but failed to address the issue in a substantive way). Indeed, the appellant’s brief did not explain the “protected class status” to which she referred or otherwise identify the basis of her purported discrimination claim. RFR File, Tab 1 at 212. To the extent she sought to allege that the agency had discriminated and/or retaliated against her on the basis of her union membership, id., her claim would not fall under the purview of 5 U.S.C. § 2302(b)(1), as required, see 5 U.S.C. § 2302(b)(1)(A)-(E). Accordingly, we find the appellant’s arguments unavailing.5 5 Although not raised in her request for review, the appellant also requested in her closing brief that the arbitrator find that the agency had violated Article 3 of the CBA, which pertains to “Employee Rights.” RFR File, Tab 1 at 211, 277-79. Regarding her Article 3 claim, the appellant stated as follows: “the Grievant is a Bargaining Unit Employee, whose status as both an employee and as a minority class must be afforded fair and equitable treatment.” Id. at 214 (emphasis in original). Again, however, the4 With her request for review, the appellant also included the arbitration decision, which fails to address discrimination under 5 U.S.C. § 2302(b)(1) in any substantive way.6 RFR File, Tab 1 at 233-62. In the decision, the arbitrator summarized the issues before him as follows: “Did the Agency have just cause, and will it promote the efficiency of the Service, to issue Grievant a 60-day suspension and, if not, what shall by the remedy?” Id. at 235. At the hearing, the appellant’s counsel provided a similar recitation of the issues. Id. at 78. The appellant’s counsel neither identified nor discernably elicited any further details about the discrimination claim(s) presented to the arbitrator. Accordingly, we find that the appellant has failed to meet her jurisdictional burden of proving that she raised a claim of discrimination under 5 U.S.C. § 2302(b)(1) with the arbitrator in connection with the underlying action. We find that, because the appellant could have raised a discrimination claim before the arbitrator but has not proven that she did so, the Board lacks jurisdiction over her request for review. ORDER 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). appellant’s brief did not elaborate on this apparent claim, despite having provided substantive argument on other issues, to include how the agency had violated Article 9 by failing to foster a safe work environment. Id. at 230-31; see Scanlin, 2022 MSPB 10, ¶ 6 (reasoning that the appellant’s arbitration closing brief did not show that she had raised a claim of discrimination under 5 U.S.C. § 2302(b)(1) in part because the brief contained substantive and lengthy arguments on certain issues but did not elaborate on the appellant’s generic reference to discrimination). 6 The arbitration decision references the appellant having alleged that her discipline was “motivated by impermissible considerations,” RFR File, Tab 1 at 256; however, we are unable to discern the basis for this statement and, therefore, whether the “impermissible considerations” pertained to a claim of discrimination under section 2302(b)(1). 5 NOTICE OF APPEAL RIGHTS7 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.6 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 any7 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’s8 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. 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
Frazier_Kenya_CB-7121-21-0020-V-1__Final_Order.pdf
2024-05-02
KENYA FRAZIER v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. CB-7121-21-0020-V-1, May 2, 2024
CB-7121-21-0020-V-1
NP
1,576
https://www.mspb.gov/decisions/nonprecedential/Ventriglia_Pasquale_J_DC-0752-18-0388-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PASQUALE J. VENTRIGLIA, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DC-0752-18-0388-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 Pasquale J. Ventriglia , Warrenton, Virginia, pro se. Earl L. Cotton , Esquire, 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 dismissed the appeal of his removal for lack of Board 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). 2 BACKGROUND The appellant served as an Electronic Technician at the agency’s Dulles Processing and Distribution Center in Virginia. Initial Appeal File (IAF), Tab 5 at 8. The appellant began working for the agency in 1998. Id. Effective March 3, 2018, the agency removed the appellant on the charge of improper conduct. IAF, Tab 4 at 2-6, Tab 5 at 8. On March 19, 2018, the appellant filed an appeal with the Board contesting his removal, claiming that he was preference eligible. IAF, Tab 1. The agency moved to dismiss the appeal for lack of jurisdiction, arguing that the appellant was not an “employee” with Board appeal rights, as he was not preference eligible based on his military service. IAF, Tab 5. The appellant opposed the motion, averring that he was preference eligible because he served in the U.S. Army in an active-duty status from 1979 to 1987, and was part of a campaign or expedition for which the Korea Defense Service Medal (KDSM) was authorized. IAF, Tabs 9, 10, 17. In support of his position, the appellant submitted his Department of Defense Form 214, Certificate of Discharge from Active Duty (DD Form 214), which outlined his more than 7 years of active service, along with documentation from the National Personnel Records Center stating that he was awarded the KDSM. IAF, Tab 9 at 10, Tab 17 at 5. The administrative judge issued the appellant two orders outlining his burden to establish jurisdiction over his appeal. IAF, Tabs 7, 13. In response, the appellant stated that his DD Form 214 did not include the KDSM because the form was issued to him in 1987, when he was honorably discharged from the military and the KDSM was not awarded to him until 2005. IAF, Tab 17 at 1-5. After considering the parties’ replies, the administrative judge issued an initial decision dismissing the appeal for lack of Board jurisdiction. IAF, Tabs 17-19, Tab 22, Initial Decision (ID) at 1-5. Specifically, the administrative judge found that the appellant was not an “employee” with Board appeal rights, as he failed to prove that he was a preference eligible because his DD Form 214 did not list 3 receipt of the KDSM (or any other relevant campaign badge).2 ID at 4. The appellant’s petition for review followed, and the agency responded in opposition. Petition for Review File, Tabs 1, 4. DISCUSSION OF ARGUMENTS ON REVIEW The appellant met his burden of establishing Board jurisdiction over his appeal by preponderant evidence. The Board’s jurisdiction is not plenary, but rather is limited to that granted by law, rule, or regulation. Edwards v. Department of Veterans Affairs , 82 M.S.P.R. 593, ¶ 4 (1999). An appellant bears the burden of proving Board jurisdiction in a removal appeal by preponderant evidence. 5 C.F.R. § 1201.56(b) (2)(i)(A). Under 5 U.S.C. chapter 75, subchapter II, an individual who meets the definition of “employee” at 5 U.S.C. § 7511(a)(1) generally has the right to challenge his removal from the Federal service by filing an appeal with the Board. 5 U.S.C. §§ 7512(1), 7513(d). In order for a Postal Service employee to meet this definition, he must: (1) be a preference eligible, a management or supervisory employee, or an employee engaged in personnel work in other than a purely nonconfidential clerical capacity; and (2) have completed 1 year of current continuous service in the same or similar positions. Clark v. U.S. Postal Service , 118 M.S.P.R. 527, ¶ 7 (2012); see 39 U.S.C. § 1005(a); 5 U.S.C. § 7511(a)(1)(B) (ii). In accordance with 5 U.S.C. § 2108(3)(A), an individual who meets the definition of a “veteran” in section 2108(1)(A) qualifies as “preference eligible.” A “veteran” means an individual who “[s]erved on active duty in the armed forces during a war, [or] in a campaign or expedition for which a campaign badge has been authorized . . . .” 5 U.S.C. § 2108(1)(A). Our reviewing court has explained that this provision requires an appellant to prove both that he was on active duty in the armed forces during, or at the time of, the campaign, and that he actually served in the campaign or expedition for which the campaign badge 2 The appellant withdrew his request for a hearing. IAF, Tab 21 at 3. 4 was authorized.3 See Perez v. Merit Systems Protection Board , 85 F.3d 591, 594 (Fed. Cir. 1996). In the initial decision, the administrative judge found that the appellant did not prove that he was preference eligible because his DD Form 214 does not show that he received an authorized campaign badge. ID at 4. Yet, there is no requirement that an appellant provide a DD Form 214 listing a campaign badge in order to be deemed preference eligible. While producing a DD Form 214 is one of the methods by which an appellant can prove veterans’ preference eligibility, it is not the only method. See Hamilton v. U.S. Postal Service , 86 M.S.P.R. 215, ¶ 7 (2000) (holding that a DD Form 214 is acceptable proof of entitlement to veterans’ preference). According to the Office of Personnel Management (OPM), a DD Form 214 “. . . or other official documents issued by the branch of service are required as verification of eligibility for Veterans preference.” OPM, Veterans Services, Vet Guide, https://www.opm.gov/policy-data-oversight/veterans-services/vet-guide-for-hr- professionals/ (last visited May 2, 2024). The KDSM is included on the list of campaigns and expeditions which qualify for veterans’ preference. Id. Section 543 of the Bob Stump National Defense Authorization Act for Fiscal Year 2003 directed the Secretary of the Army to issue the KDSM “to each . . . member of the Army [who] served in the Republic of Korea or the waters adjacent thereto . . .” beginning on July 28, 1954. Pub. L. No. 107-314, 116 Stat. 2458, 2549; see 10 U.S.C. § 7286.4 The KDSM is not listed on the appellant’s DD Form 214 included in the record, as that form 3 An Armed Forces Expeditionary Medal, such as the KDSM, is the same for preference eligibility purposes as a campaign badge. Sellers v. U.S. Postal Service , 98 M.S.P.R. 44, ¶¶ 9-10 (2004); OPM, Veterans Services, Vet Guide, https://www.opm.gov/policy- data-oversight/veterans-services/vet-guide-for-hr-professionals/ (last visited May 2, 2024). 4 This provision of law was originally codified in 2002 at 10 U.S.C. § 3755. It was renumbered as 10 U.S.C. § 3756 in 2004, Pub. L. No. 108-375, 118 Stat. 1811, 2063, and renumbered again as 10 U.S.C. § 7286 in 2018, Pub. L. No. 115-232, 132 Stat. 1636, 1838. 5 was issued in 1987, and the KDSM was not authorized by Congress until approximately 16 years later. Because the appellant’s DD Form 214 did not denote receipt of the KDSM, he submitted a letter from the office at the National Personnel Records Center that oversees military records confirming that he was awarded the KDSM. IAF, Tab 9 at 10. This submission is the type of document recognized in OPM’s guidance as acceptable to verify eligibility for veterans’ preference. We find that, based on the evidence of record, the appellant proved by preponderant evidence that he is a preference eligible employee because he served on active duty in the armed forces in a campaign for which a campaign badge was authorized and he also completed 1 year of current continuous service with the Postal Service in the same or similar positions.5 As such, the appellant is an “employee” under 5 U.S.C. § 7511(a)(1)(B)(ii), and the Board has jurisdiction over this appeal. See 5 U.S.C. § 7513(d). A remand of this appeal to be adjudicated on the merits is warranted. See Collins v. U.S. Postal Service , 88 M.S.P.R. 551, ¶¶ 10-11 (2001) (remanding an appeal of a removal for further adjudication after finding that the appellant met his burden in proving that he is an “employee” with Board appeal rights due to his preference eligibility). 5 Title 38 of the United States Code, section 5303A(d)(1)-(2), excludes a veteran from preference eligibility if his active-duty service began after September 7, 1980, and he did not serve either 24 continuous months on active duty or the full period for which he was called. This provision does not apply to the appellant, as he began his more than 7 years of continuous active-duty service tenure in 1979. IAF, Tab 17 at 5. 6 ORDER For the reasons discussed above, we remand this case to the Washington Regional Office for further adjudication in accordance with this remand order.6 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C. 6 As an employee with Board appeal rights, the appellant had the right to receive prior notice and an opportunity to respond to his proposed removal. See Cleveland Board of Education v. Loudermill , 470 U.S. 532, 546 (1985); see also Ray v. Department of the Army, 97 M.S.P.R. 101, ¶ 22 (2004), aff’d, 176 F. App’x 110 (Fed. Cir. 2006) (Table). The record on whether the appellant received this minimal due process is unclear. On remand, this issue shall be addressed by the administrative judge. In addition, the appellant repeatedly alleged that the agency removed him in reprisal for whistleblowing activity. IAF, Tab 9 at 11-12, Tab 20 at 3. While Postal Service employees cannot bring a claim of whistleblower reprisal under 5 U.S.C. § 1221, the claim can be raised as an affirmative defense in a Board appeal of an otherwise appealable action. See Hess v. U.S. Postal Service , 123 M.S.P.R. 183, ¶ 8 (2016). If the administrative judge determines that the appellant raised this as an affirmative defense, it too shall be adjudicated on remand.
Ventriglia_Pasquale_J_DC-0752-18-0388-I-1__Remand_Order.pdf
2024-05-02
PASQUALE J. VENTRIGLIA v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DC-0752-18-0388-I-1, May 2, 2024
DC-0752-18-0388-I-1
NP
1,577
https://www.mspb.gov/decisions/nonprecedential/Jones_David_S_DA-0752-22-0236-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID S. JONES, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DA-0752-22-0236-I-1 DATE: May 2, 2024 THIS ORDER IS NONPRECEDENTIAL1 David S. Jones , El Paso, Texas, pro se. Bobbi K. Mihal , Esquire, St. Louis, Missouri, 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 his removal and denied his affirmative defense of reprisal for equal employment opportunity (EEO) activity. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the case to the Denver Field 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 was employed as a Mail Handler Tech at the agency’s Processing and Distribution Center in El Paso, Texas. Initial Appeal File (IAF), Tab 6 at 26. The agency removed him, effective March 28, 2022, based on charges of failure to maintain regular attendance (one specification), failure to follow leave requesting procedures (two specifications), and absence without leave (AWOL) (two specifications). Id. at 13-17. The agency alleged that the appellant was both AWOL and failed to maintain regular attendance when he did not report to work or left early on 10 occasions between December 1 and December 24, 2021. Id. at 13-14. The total resulting AWOL was 31.76 hours. Id. at 14. The agency further alleged that the appellant failed to request leave, have his absence approved in advance, and complete a Postal Service Form 3971, Request for Notification of Absence (PS Form 3971), for “one or more” of these dates. Id. at 13-14, 57-58, 61-62, 65, 68-69, 71, 73, 75. The appellant appealed his removal, raising an affirmative defense of reprisal for prior EEO activity. IAF, Tab 1 at 5. The administrative judge issued an affirmative defense order, notifying the appellant of his burden of proof to establish an affirmative defense of discrimination under Title VII; however, the order did not notify him of his burden to establish disability discrimination. IAF, Tab 8. The appellant did not respond. Because the appellant did not request a hearing, the administrative judge issued an initial decision based on the written record affirming the removal. IAF, Tab 21, Initial Decision (ID) at 1, 13. He sustained all the charges, finding the agency proved all the specifications. ID at 6-14. The administrative judge also found the appellant failed to prove his affirmative defense of reprisal based on EEO activity. ID at 3-5. He determined the agency established nexus between the appellant’s misconduct and the efficiency of the service. ID at 5. Lastly, he determined that the deciding official properly considered the relevant mitigating2 and aggravating factors and that the penalty of removal was within the tolerable limits of reasonableness.2 ID at 9-12. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. In his petition for review, the appellant appears to allege that his removal was improper because he requested leave under the Family Medical Leave Act of 1993 (FMLA) and because the agency improperly denied his requests for reasonable accommodation. Id. at 4-5. The agency has responded to the petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW We remand the appeal to afford the appellant an opportunity to address his affirmative defense of disability discrimination. On review, the appellant alleges that his attendance issues that served as the basis for his removal were caused by his “serious condition/disabilities,” which the agency improperly failed to accommodate, and that the agency failed to engage in the interactive process. PFR File, Tab 1 at 4-5. The administrative judge did not address this claim in his initial decision. The agency argues that the appellant did not raise this affirmative defense below, and thus essentially waived it. PFR File, Tab 3 at 6. Based on the circumstances in this case, we disagree that the appellant failed to raise or abandoned this defense and remand the appeal to afford the appellant an opportunity to address his affirmative defense of disability discrimination. 2 The administrative judge observed that the charges of failure to follow leave requesting procedures and AWOL merged, but found the merger did not alter his penalty analysis. ID at 10-11. The parties do not challenge this reasoning on review, and we discern no basis to disturb it. See Shiflett v. Department of Justice , 98 M.S.P.R. 289, ¶ 12 (2005) (explaining that merging charges does not mean that the duplicative charge is not sustained or that the appellant’s misconduct somehow becomes less serious by virtue of the merger); Jones v. Department of Justice , 98 M.S.P.R. 86, ¶ 16 (2004) (finding that an AWOL charge merged with a charge of failure to follow instructions to provide evidence of medical incapacity when they were based on the same period and the appellant’s failure to provide the required evidence caused him to be AWOL).3 The appellant raised a disability discrimination claim, entitling him to notice of his burden to prove this claim. 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 his burden to prove his claims. Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶ 17 (2015). Although in the appellant’s initial appeal he only raised an affirmative defense of reprisal for EEO activity, he subsequently submitted two documents in which he alleged that his management chain was discriminating against him based on his medical condition. IAF, Tab 1 at 5, Tab 5 at 1-3. Specifically, the appellant submitted a copy of a November 9, 2018 statement that he indicated he submitted to the “union and EEO,” seeking protection under the “Americans with Disabilities Act” in connection with his supervisor’s behavior. IAF, Tab 5 at 1. He also submitted a copy of a March 22, 2018 statement that he identified as a union complaint in which he alleged he was treated unfairly because he is a “disabled veteran,” in violation of the “Rehabilitation Act of 1973.” Id. at 2-3. He later filed a pleading titled “EEO Submissions” that included copies of these documents. IAF, Tab 18 at 3-4, 12. The appellant did not provide any additional information about his medical condition or offer any explanation of how the agency’s later removal decision was due to the agency’s failure to accommodate his medical condition. However, in response to the affirmative defense order, the agency submitted information demonstrating that the appellant contacted an EEO counselor in December 2021 claiming that his supervisor was discriminating against him based on his mental and physical disabilities and retaliating against him for filing prior EEO complaints when he denied the appellant’s requests for leave without pay and charged him AWOL. IAF, Tab 10 at 32-34. We find that the above information is sufficient to show that the appellant raised and attempted to pursue an4 affirmative defense of disability discrimination. 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 of Housing and Urban Development, 42 M.S.P.R. 93, 97 (1989) (recognizing that pro se pleadings are to be liberally construed), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table). Here, at no point during the proceeding below or in his initial decision did the administrative judge notify the appellant of his burden of proof to establish an affirmative defense of disability discrimination, including a failure to provide a reasonable accommodation. IAF, Tabs 2, 8, 11, 17, 21. Moreover, the agency did not provide these notices to the appellant in its response to the affirmative defense order.3 IAF, Tab 10 at 45; 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 his disability discrimination claim. The agency argues that the appellant waived an affirmative defense of disability discrimination because at no point during his oral reply to his proposed removal or during the proceedings below did the appellant allege that his December 2021 absences and attendance deficiencies were due to his medical condition or the agency’s failure to accommodate such a condition. PFR File, 3 The agency file contains the final agency decision (FAD) concerning the appellant’s prior July 2021 EEO complaint. IAF, Tab 10 at 36-67. The FAD informed the appellant of how to establish a prima facie case of disability discrimination, but it did not advise the appellant of his burden of proof to establish a disability discrimination affirmative defense based on the agency’s failure to provide a reasonable accommodation. Id. at 55-56. 5 Tab 3 at 6. Rather, according to the agency, in his oral reply the appellant alleged that the reasons for his attendance issues were that he was not told ahead of time that he needed to work, he left work early of his own accord without being given permission when he saw employees from another shift arriving, and he had childcare issues. Id. Although we agree that the appellant did not expressly state that his attendance issues on the dates underlying the removal were attributable to his medical conditions and the agency’s failure to accommodate them, we do not find that the appellant waived an affirmative defense of disability discrimination. In determining whether an appellant has waived or abandoned a previously raised affirmative defense, 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. As established above, we find that there is sufficient information in the record to show that the appellant clearly raised and attempted to pursue an affirmative defense of disability discrimination. Moreover, although it does not appear that the appellant provided a written response to the affirmative defense6 order or an objection to the close of record conference order, we find those considerations outweighed by the fact that the administrative judge failed to provide this pro se appellant notice of his burden to establish a disability discrimination affirmative defense and failed to address the defense in the close of record order.4 Thus, we find that a remand is necessary to provide the appellant notice of his burden and an opportunity to address his affirmative defense of disability discrimination.5 Id., ¶ 17 n.7 (2018). 4 In the agency’s response to the affirmative defense order, it references the appellant’s “response to the Affirmative Defense Order dated May 26, 2022.” IAF, Tab 10 at 7. At the close of record conference, which the appellant did not attend, the administrative judge sought clarification from the agency concerning this May 26th submission because the appellant had failed to submit it to the Board. IAF, Tab 11 at 1-2. The agency clarified that the appellant had submitted an undated 6-page pleading, which the agency received on May 26, 2022. Id. In the order summarizing the conference, the administrative judge clearly notified the appellant that the Board had not received this pleading, yet the appellant did not respond or file it with the Board. Id. at 2. We discern no abuse of discretion by the administrative judge in his handling of this matter. See Dieter v. Department of Veterans Affairs , 2022 MSPB 32 ¶ 23 (recognizing an administrative judge’s wide discretion to control the proceedings). 5 The appellant may have been trying to raise a claim of discrimination under the Uniformed Services Employment and Reemployment Rights Act of 1994 ( USERRA) when he twice submitted documentation below alleging that he was treated unfairly because he is a “disabled veteran,” in violation of the “Rehabilitation Act of 1973 or the Vietnam Era Veterans Readjustment Assistance Act of 1974.” IAF, Tab 5 at 2-3, Tab 18 at 3-4. The appellant does not re-allege those claims on review, nor does he otherwise allege that he was discriminated against based on his status as a veteran. On remand, the administrative judge should clarify the appellant’s claim. To the extent the appellant is claiming his removal is based on his military service and veteran status, and not just based on his service-related disability, the administrative judge also shall notify the appellant of his burden to establish an affirmative defense of discrimination under USERRA. See Durr v. Merit Systems Protection Board , 844 F. App’x 329, 332 (Fed. Cir. 2021) (finding Board jurisdiction when the appellant alleged he was denied medical leave “for reason of [his] status of being a 10-point, military service-connected disabled veteran,” and that “if another employee had made a request for leave for medical reasons, that such would have been granted”); Covington v. Department of the Interior , 2023 MSPB 5, ¶ 19 n.5 (stating that the Board may rely on nonprecedential decisions of the U.S. Court of Appeals for the Federal Circuit when it finds their reasoning persuasive); Slentz v. U.S. Postal Service , 92 M.S.P.R. 144, ¶ 9 (2002 ) (determining that the Board had USERRA jurisdiction over an appellant’s claim of discrimination based on his status as a disabled veteran); McBride v. U.S. Postal Service , 78 M.S.P.R. 411, 414-15 (1998 ) (explaining that USERRA does not prohibit discrimination based solely on a disability incurred during military service). 7 On remand the agency must establish that it complied with FMLA as part of its overall burden of proving the AWOL charge. On review, the appellant states that he was “informed to get an [FMLA].” PFR File, Tab 1 at 4. In the record below, the appellant submitted an incomplete copy of FMLA Designation Notice form (Case No. 109001409735), showing that on October 25, 2021, just prior to the December 2021 AWOL underlying his removal, he had been approved to take FMLA-protected leave for his own serious health condition. IAF, Tab 18 at 5. When FMLA is implicated relative to a leave-related charge, the agency must prove that it complied with FMLA as part of its overall burden of proving the charge. Ellshoff v. Department of the Interior, 76 M.S.P.R. 54, 73-74 (1997). However, the administrative judge did not identify the agency’s burden at any point throughout the appeal, nor did he make a finding as to whether the agency complied with FMLA in sustaining the AWOL charge. The record contains very limited information concerning the FMLA issue. Despite the agency’s October 25, 2021 approval of the appellant’s FMLA case, the agency asserted without explanation that the appellant’s December 2021 absences underlying his removal were not covered by FMLA. IAF, Tab 6 at 5. In support of this assertion, it submitted copies of the appellant’s PS Forms 3971 for the absences underlying the removal, which show that the appellant’s absences were unscheduled and not covered by FMLA. Id. at 57-58, 61-62, 65, 68-69, 71, 73, 75. However, these forms were completed by the agency, and the appellant refused to sign them. Id. The agency also submitted a record of the appellant’s leave summary showing that despite having been approved for FMLA leave in October 25, 2021, none of the appellant’s absences through the remainder of 2021 were designated as FMLA-protected. Id. at 51. The records also show that as of December 24, 2021, the appellant had a leave balance of 354.69 hours of annual leave and 84.71 hours of sick leave. Id. at 72, 76. 8 During a December 30, 2021 pre-disciplinary interview, the agency acknowledged that the appellant had an approved FMLA Case No. 109001409735 for “scheduled appointments,” as well as another FMLA Case No. 109001449006 that was “pending for approval.” IAF, Tab 7 at 9. The agency’s questions during that interview appear to suggest that on certain dates that were not part of the removal action, e.g., December 11 and 12, 2021, the appellant attempted to invoke FMLA. Id. As a U.S. Postal Service employee, the appellant is entitled to FMLA-protected leave under the provisions of 29 U.S.C. § 2601 and 29 C.F.R. part 825. Young v. U.S. Postal Service , 79 M.S.P.R. 25, 35 n.4 (1998). However, here it is unclear whether the appellant attempted to use FMLA leave for his AWOL absences underlying the removal, whether his FMLA Case No. 109001449006 was ever approved to cover those absences, or whether the agency was otherwise required to designate those absences as FMLA-protected in light of his approved FMLA Case No. 109001409735. See 29 C.F.R. § 825.301(a) (“In any circumstance where the employer does not have sufficient information about the reason for an employee’s use of leave, the employer should inquire further of the employee . . . to ascertain whether leave is potentially FMLA-qualifying.”); see also 29 C.F.R. § 825.301(d) (stating that an employer “may retroactively designate leave” as FMLA protected). Because there is insufficient information in the record to determine whether the agency complied with FMLA as part of its overall burden to prove all the charges, we find that remand is also necessary to further develop the record on this issue. ORDER For the reasons discussed above, we remand this case to the Denver Field Office for further adjudication in accordance with this Remand Order. On remand, the administrative judge shall provide the appellant with notice and information on how he can prove a claim of status-based disability discrimination and a claim of denial of a reasonable accommodation. He shall9 also provide the agency with notice and information regarding its burden to prove that it complied with FMLA as part of its overall burden of proving all the leave-related charges. Additionally, the administrative judge shall allow the parties to submit additional argument and evidence on these issues. After fully adjudicating the appellant’s claim of disability discrimination and developing the record on whether the agency complied with FMLA, the administrative judge shall then issue a remand initial decision making findings on these claims. In that remand initial decision, the administrative judge may incorporate his findings regarding the merits of the appellant’s other affirmative defense of reprisal for EEO activity, which the parties do not dispute on review and with which we discern no error. See Spithaler v. Office of Personnel Management, 1 M.S.P.R. 587, 589 (1980) . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Jones_David_S_DA-0752-22-0236-I-1__Remand_Order.pdf
2024-05-02
DAVID S. JONES v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DA-0752-22-0236-I-1, May 2, 2024
DA-0752-22-0236-I-1
NP
1,578
https://www.mspb.gov/decisions/nonprecedential/Mian_ShahwanaDC-0752-21-0109-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHAHWANA MIAN, Appellant, v. COURT SERVICES AND OFFENDER SUPERVISION AGENCY FOR DC, Agency.DOCKET NUMBER DC-0752-21-0109-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Shahwana Mian , Prospect, Kentucky, pro se. Runako Kumbula Allsopp , David Cumberbatch , and Donald Tanguilig , 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 an alleged suspension and a constructive suspension longer than 14 days and an alleged separation from Federal employment for lack of jurisdiction. For the reasons set forth below, 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 is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). BACKGROUND The appellant, a GS-12 Community Supervision Officer, filed the instant appeal alleging the agency suspended her for over 14 days on November 16, 2020, separated her on December 17, 2020, and constructively suspended her beginning on January 13, 2021. Initial Appeal File (IAF), Tab 3 at 1, 3, Tab 22 at 3, 10-11, Tab 23 at 8-9, 19-20. In connection with these actions, she also alleged the agency denied her due process and committed prohibited personnel practices, including engaging in discrimination and retaliation against her for engaging in equal employment opportunity activity. IAF, Tab 3 at 5. The agency moved to dismiss the appeal on the grounds that the appellant was only suspended for 5 days. IAF, Tab 7 at 6, 9, 75-82. The administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 29, Initial Decision (ID) at 1, 12. She reasoned that the appellant failed to nonfrivolously allege that her 5-day suspension in November 2020 was an appealable adverse action within the Board’s jurisdiction. ID at 7. She also found conclusory and implausible the appellant’s claim that she was removed in December 2020. Id. Lastly, the administrative judge found that the period of AWOL was not a constructive suspension because the appellant effectively voluntarily absented herself from work. ID at 8-11. The initial decision stated that it would become final on April 22, 2021, unless a petition for review was filed by that date. ID at 12. On August 9, 2021, the appellant filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1 at 3, Tab 2 at 1. She did not allege any error in the initial decision, but rather stated that she resigned her employment in June 2021 and requested that the Board require the agency to process her resignation. PFR File, Tab 1 at 3-5. The Office of the Clerk of the Board subsequently notified the appellant that her petition for review appeared to2 be untimely and provided her with an opportunity to submit a motion requesting either to accept the filing as timely or waive the time limit for good cause. PFR File, Tab 2 at 2. The appellant submitted a motion requesting that the Board waive the deadline to file the petition for review on the grounds that the agency’s delay in processing her June 2021 resignation constitutes new and material evidence. PFR File, Tab 3 at 4. The agency has responded to the petition for review. PFR File, Tab 4. The appellant has submitted a reply to the agency’s response. PFR File, Tab 5. Additionally, after the close of record, the appellant filed a motion to proceed anonymously, which the agency opposed. PFR File, Tabs 7, 11. DISCUSSION OF ARGUMENTS ON REVIEW The petition for review is untimely filed. The initial decision indicated that the appellant’s petition for review had to be filed by April 22, 2021. ID at 12. However, the appellant did not file her petition for review until August 9, 2021, more than 3 months after the deadline. PFR File, Tab 1. 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 date of issuance, within 30 days after the date she received the initial decision. 5 C.F.R. § 1201.114(e). The appellant is registered as an e-filer and, therefore, is deemed to have received the initial decision on the date of electronic submission. IAF, Tab 3 at 2, Tab 30; see Rivera v. Social Security Administration, 111 M.S.P.R. 581, ¶ 5 (2009); 5 C.F.R. § 1201.14(m)(2) (2021). Further, as an e-filer, the appellant was responsible for monitoring her case activity at e -Appeal to ensure that she received all case-related documents. 5 C.F.R. § 1201.14(j)(3) (2021). We deem the appellant to have received the initial decision on March 18, 2021, the date it was electronically submitted. ID at 1; IAF, Tab 30. Therefore, her deadline for filing a petition for review was 35 days later, on April 22, 2021.3 The appellant’s August 9, 2021 petition for review was untimely by more than 3 months. The appellant has failed to demonstrate good cause for her untimely filed petition for review. In her motion to waive the deadline to file the petition for review, the appellant stated as good cause for her untimely filing that the agency’s delay in processing her June 2021 resignation constitutes new and material evidence. PFR File, Tab 3 at 4. The agency responded submitting a Standard Form 50 showing that the appellant’s resignation, effective June 2021, was processed in August 2021. PFR File, Tab 4 at 12. 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(f)-(g). To establish good cause for an 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 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). The discovery of new evidence may constitute good cause for waiver of the Board’s filing deadline if the evidence was not readily available before the close of the record below and is of sufficient weight to warrant an outcome different from that of the initial decision. Minnich v. Office of Personnel Management, 63 M.S.P.R. 573, 575 (1994), aff’d per curiam, 53 F.3d 348 (Fed. Cir. 1995) (Table). Here, we find the appellant has failed to establish good cause for her untimely petition for review. Although the appellant is proceeding pro se, her more than 3-month delay in filing a petition for review is significant. Moreover,4 the agency’s delay in processing her resignation is not material because the appellant has not shown that it is of sufficient weight as to warrant an outcome different from that of the initial decision. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980). Specifically, she has not shown how the delay in processing her resignation is relevant to establishing jurisdiction over her alleged suspension, constructive suspension, and separation. Therefore, we find that the appellant has not presented new evidence on which to grant review of the initial decision. See, e.g., Rogers v. Department  of Defense, 75 M.S.P.R. 696, 698-99, (1997) (finding that a letter from an administrative judge of the Equal Employment Opportunity Commission was not material to the dismissal of a removal appeal for lack of Board jurisdiction because the appellant did not explain how the letter showed that the last chance agreement, pursuant to which he was removed, was invalid). 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 suspension appeal.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 2 Following the close of record on review, the appellant submitted a motion to proceed anonymously, which the agency opposed. PFR File, Tabs 7, 11. A litigant seeking anonymity before the Board must present evidence establishing that harm is likely, not merely possible, if her name is disclosed. Ortiz v. Department  of Justice, 103 M.S.P.R. 621, ¶ 10 (2006). Here, the appellant failed to indicate why she is requesting to proceed anonymously. Accordingly, her request is denied. 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 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.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. 115-195,8 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. 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
Mian_ShahwanaDC-0752-21-0109-I-1_Final_Order.pdf
2024-05-01
SHAHWANA MIAN v. COURT SERVICES AND OFFENDER SUPERVISION AGENCY FOR DC, MSPB Docket No. DC-0752-21-0109-I-1, May 1, 2024
DC-0752-21-0109-I-1
NP
1,579
https://www.mspb.gov/decisions/nonprecedential/Kendall_Joanne_M_AT-0752-18-0127-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOANNE KENDALL, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER AT-0752-18-0127-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Nancy M. Kirby , Esquire, Prattville, Alabama, for the appellant. Sterling Deramus , Esquire, Birmingham, Alabama, for the appellant. Brandon Roby , Esquire, Fort Meade, Maryland, 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 removal 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 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). 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 ¶2The appellant was a GS-12 Information Technology Specialist for the agency’s Defense Intelligence Systems Agency (DISA). Initial Appeal File (IAF), Tab 15 at 23. When the appellant was initially hired in 2010, she worked the day shift, with duty hours of 7:00 a.m. to 3:00 or 4:00 p.m. IAF, Tab 15 at 25; Hearing Recording (HR), Track 1 at 4:45 (testimony of the appellant). In 2013, the appellant’s office underwent a reorganization, and the agency moved her to the swing shift, with duty hours of 2:00 p.m. to 11:00 p.m. IAF, Tab 30 at 13-14; HR, Track 1 at 5:40 (testimony of the appellant). In May 2016, the appellant applied for leave under the Family and Medical Leave Act of 1993 (FMLA) in order to help care for her husband, who had been diagnosed with cancer, and the agency returned her to the day shift in order to help accommodate her schedule. IAF, Tab 30 at 16-17; HR at 6:20 (testimony of the appellant). ¶3Sometime around December 2, 2016, the appellant’s office underwent another reorganization, and the agency informed her that it was moving her back to the swing shift, Tuesday through Saturday, effective December 25, 2016. IAF, Tab 30 at 8, 10. On December 2, 2016, the appellant emailed her first- and2 second-line supervisors, asking them to reconsider placing her on the swing shift. Id. at 8. The appellant cited her husband’s health, anticipating that she would need to help care for him until at least the following April, as well as her own health, which she stated had been affected by her previous time on the swing shift.2 Id. She stated that she would probably need to ask for a reasonable accommodation. Id. The appellant also included on the email the human resources Field Advisor who had been her point of contact regarding her FMLA, and stated that they needed to touch base regarding her FMLA status. Id. On December 12, 2016, the appellant submitted medical documentation to support her request for reasonable accommodation. IAF, Tab 12 at 5, Tab 14 at 40-42. Her claimed disabling condition was sleep apnea, and her requested accommodation was to be allowed to remain on the day shift. IAF, Tab 14 at 40-42. ¶4The agency did not act on the appellant’s request, and on December 25, 2016, her change to the swing shift went into effect. HR, Track 1 at 26:00 (testimony of the appellant). The appellant immediately began taking large amounts of leave in the evenings and on Saturdays so that she could get to bed earlier and care for her husband. Id. at 26:10, (testimony of the appellant). Around the middle of January 2017, the appellant ran out of paid leave and began to use leave without pay. HR, Track 1 at 29:20, Track 3 at 21:15, 32:10 (testimony of the appellant). On January 11, 2017, the appellant submitted a request to participate in the agency’s Voluntary Leave Transfer Program (VLTP). IAF, Tab 8 at 29; see 5 C.F.R. § 630.901 (explaining that a VLTP allows for the transfer of the accrued, unused annual leave of one employee to another employee who needs such leave because of a medical emergency). Despite the appellant’s further efforts during the following month, the agency never reached a decision on her VLTP or reasonable accommodation requests, although it did afford her an 2 In her email, the appellant refers to the swing shift as the “night shift.” IAF, Tab 30 at 8.3 interim accommodation by allowing her to begin her tour of duty 2 hours earlier. IAF, Tab 8 at 3, Tab 17 at 29. Then, on February 14, 2017, the agency informed the appellant that her FMLA approval would expire in 15 days if she did not provide updated information on her husband’s medical condition. IAF, Tab 8 at 75. On February 24, 2017, the appellant tendered her resignation, effective February 27, 2017. IAF, Tab 5 at 23-24. ¶5Having previously sought resolution through an equal employment opportunity (EEO) counselor, on March 13, 2017, the appellant filed a formal complaint of discrimination, which the agency processed as a mixed case because it involved a claim of constructive removal. IAF, Tab 28 at 5-11. The agency issued a final decision finding no discrimination, and the appellant filed the instant Board appeal. IAF, Tab 1 at 4, 6, 9-43. After a hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction on the basis that the appellant failed to prove that her resignation was involuntary. Initial Appeal File (IAF), Tab 139, Initial Decision (ID). ¶6The appellant has filed a petition for review, arguing that the administrative judge applied the wrong standard to her appeal when she failed to analyze it as an involuntary disability retirement. Petition for Review (PFR) File Tab 1 at 9-10, 15-16. She argues that her resignation was involuntary because the agency unjustifiably failed to offer her a reasonable accommodation for her sleep apnea. Id. at 10-16. The agency has filed a response. PFR File, Tab 3. ANALYSIS ¶7Although various fact patterns may give rise to an appealable constructive adverse action, all constructive adverse action claims have two things in common: (1) the employee lacked a meaningful choice in the matter; and (2) it was the agency’s wrongful actions that deprived the employee of that choice. Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 8 (2013). Assuming that the jurisdictional requirements of 5 U.S.C. chapter 75 are otherwise met, proof of4 these two things is sufficient to establish Board jurisdiction. Id. Notwithstanding the broad similarity among all constructive adverse actions, proof of these elements may be established in different ways, depending on the type of case at issue. See id., ¶¶ 9-10. ¶8As the appellant correctly argues on review, chapter 75 jurisdiction may be established over a disability retirement if the agency unjustifiably refused to offer the employee a reasonable accommodation that would have allowed her to continue working. PFR File, Tab 1 at 9-10; see SanSoucie v. Department of Agriculture, 116 M.S.P.R. 149, ¶ 15 (2011); Nordhoff v. Department of the Navy , 78 M.S.P.R. 88, 91 (1998), aff’d, 185 F.3d 886 (Fed. Cir. 1999) (Table). However, we disagree that the analysis in this appeal should be restricted to that applicable in disability retirement situations because the appellant did not, in fact, retire on disability. She resigned. IAF, Tab 5 at 23. We note that we use the term “restricted” because that is just what the Nordhoff line of cases does; it restricts chapter 75 jurisdiction over disability retirements to situations in which reasonable accommodation was available. Okleson v. U.S. Postal Service , 90 M.S.P.R. 415, ¶ 7 (2001). Thus, even if we were to apply this standard to the appellant’s case, it would not inure to her benefit. Nevertheless, we understand the appellant’s broader point that the administrative judge failed to make a sufficient analysis of her claim that her resignation was coerced by the agency’s unjustified failure to accommodate her disability. PFR File, Tab 1 at 10-16. We address the appellant’s claim under the jurisdictional standard for constructive adverse actions in general as set forth in Bean, 120 M.S.P.R. 397, ¶ 8. ¶9Having thoroughly reviewed the record in this appeal, including the initial decision, the hearing recording, and the parties’ documentary submissions, we recognize that there were multiple factors at play in the appellant’s February 27, 2017 resignation. Underlying everything were the appellant’s extant medical condition of sleep apnea and her personal responsibilities of caring for her grandchildren and her sick husband. IAF, Tab 14 at 41, Tab 30 at 8.5 Compounding these difficulties was the appellant’s return to the swing shift on December 25, 2016. IAF, Tab 30 at 8, 10; HR at 26:00 (testimony of the appellant). To deal with these difficulties, the appellant sought three distinct benefits from the agency: (1) Reasonable accommodation in the form of a return to the day shift, (2) FMLA leave to care for her husband, and (3) participation in the agency’s VLTP to offset the financial difficulties that set in once her paid leave was used up. IAF, Tab 8 at 29, Tab 12 at 5, Tab 30 at 7. However, at the time of her resignation, the appellant had been unable to secure any of these benefits to her satisfaction. ¶10Regarding the FMLA leave, the appellant had been working with the same human resources Field Advisor on FMLA matters related to her husband’s medical condition since at least May of 2016. IAF, Tab 30 at 16. On December 2, 2016, after the appellant learned that she was being moved back to the swing shift, she sent an email to the Field Advisor, with copies to her first- and second-line supervisors, explaining the situation and stating that they would need to touch base again about her FMLA. IAF, Tab 30 at 8. On December 7, 2016, the appellant’s first-line supervisor informed her that the Field Advisor was in the process of determining how much FMLA leave the appellant had used to date. Id. at 7. Subsequently, the appellant began using significant amounts of FMLA leave. IAF, Tab 8 at 36; HR, Track 1 at 26:10 (testimony of the appellant). On January 31, 2017, the appellant’s first-line supervisor informed her that she would need to submit updated medical documentation for her husband to support continued FMLA status. IAF, Tab 8 at 68. On February 1, 2017, the appellant forwarded the Field Advisor the updated documentation. Id. at 67. Then, on February 13, 2017, the Field Advisor informed the appellant that she had reviewed the documentation, and although it was “difficult to determine what [was] being considered,” there was enough information to approve FMLA up to March 6, 2017. Id. at 75. The Field Advisor posited that this would give the appellant some time to offer “more succinct6 information” because the appellant’s husband would have had additional diagnostic procedures and another doctor’s visit during that time. Id. She notified the appellant that, if she were unable to submit updated documentation by March 6, 2017, her FMLA enrollment would expire. Id. Nevertheless, there is no indication that the agency ever denied the appellant any requested leave under the FMLA or otherwise prior to her resignation. ¶11Regarding the VLTP, the appellant first notified the agency on January 11, 2017, that she was seeking to participate in the program, and that same day, the Field Advisor sent the appellant some information on the program and how to apply. IAF, Tab 8 at 29. It appears that the appellant first provided the requested information on February 1, 2017, in conjunction with the FMLA documentation discussed in the preceding paragraph.3 IAF, Tab 16 at 22, Tab 30 at 67. The appellant resubmitted the information on February 9, 2017, and requested a status update. IAF, Tab 8 at 67, 70. The following day, the appellant’s first-line supervisor informed her that the Field Advisor would need to approve her VLTP eligibility before management could sign the paperwork and the process could move forward. Id. at 72. Then, on February 13, 2017, the Field Advisor informed the appellant that her VLTP request could not be approved without further medical documentation specifying the nature of the medical emergency, the appellant’s role in her husband’s recovery, and the expected duration of the emergency. Id. at 74. The agency never affirmatively denied the appellant’s request, but the appellant seems to have stopped making efforts toward it after this date. ¶12Regarding reasonable accommodation, the record shows that the appellant first informed the agency that she would likely be seeking reasonable accommodation on December 2, 2016, although she did not specify the medical condition at issue or what accommodation she might be seeking. IAF, Tab 30 3 The appellant relied on the same medical documentation to support her VLTP request and her FMLA request. IAF, Tab 8 at 67-68; HT, Track 4 at 8:45 (testimony of the appellant).7 at 8. By December 8, 2016, the appellant became aware that the Disability Program Manager with DISA’s Office of Equality, Diversity, and Inclusion (OEDI) was the appropriate point of contact for her reasonable accommodation request. IAF, Tab 16 at 5, Tab 30 at 7. The appellant submitted her request on December 12, 2016, including a note from her doctor stating that the appellant suffered from sleep apnea, which interfered with her ability to sleep and resulted in excessive tiredness at work and a danger in driving. IAF, Tab 12 at 5, Tab 14 at 40-42. The appellant’s doctor recommended that, as an accommodation, the appellant should be allowed to work the day shift. IAF, Tab 14 at 41-42. Also attached was a release form for Federal Occupational Health (FOH) physicians to be able to discuss the appellant’s medical condition with her doctor. Id. at 40. On December 16, 2016, the Disability Program Manager contacted the appellant’s first-line supervisor to discuss her accommodation request. IAF, Tab 31 at 4-5. On Monday, December 19, 2016, the appellant’s second-line supervisor informed her that management was supposed to have an update on her request status by the end of the week, and on Thursday, December 22, 2016, the Disability Program Manager informed the appellant that she had met with the first- and second-line supervisors, and that either she or management would provide the appellant with an update soon. Id. at 4. ¶13It appears that nothing happened until January 6, 2017, when the Disability Program Manager sent an email to the appellant’s first- and second-line supervisors, reminding them of the appellant’s situation and of their obligation to participate in the interactive process. IAF, Tab 8 at 28. Management failed to respond, and on January 13, 2017, the Disability Program Manager emailed the appellant’s first- and second-line supervisors again, reminding them that the reasonable accommodation process is time-sensitive and that they should make every effort to work with the appellant to reach a resolution as quickly as possible. Id. at 32. That same day, the appellant sent her first- and second-line supervisors an email requesting a meeting. Id. at 30. The appellant’s first -line8 supervisor responded, informing the appellant that she was still awaiting OEDI’s official decision on the appellant’s request for reasonable accommodation. Id. at 34. The supervisor mentioned two potential day shift positions, which they had apparently discussed before, and she set up a meeting for the following week. Id. ¶14The appellant met with her first- and second-line supervisors on January 17, 2017. IAF, Tab 10 at 8; HR, Track 1 at 31:20 (testimony of the appellant). They expressed to her that there were, indeed, two day shift positions that she might move into, but that they were still awaiting a final decision from OEDI as to whether the appellant satisfied the requirements for receiving a reasonable accommodation. IAF, Tab 10 at 8. On January 25, 2017, the appellant and her attorney met with the Disability Program Manager and another OEDI official, who apparently offered the appellant one of the two day shift positions, which the appellant agreed to accept, pending a written job description, including salary and duty hours. IAF, Tab 8 at 36. The following day, the Disability Program Manger apprised the appellant’s first- and second-line supervisors of the meeting and notified them of the appellant’s tentative acceptance of one of the day shift positions. Id. at 5. She also noted that there was an outstanding medical question regarding the safety of the appellant’s driving. Id. The appellant’s first-line supervisor responded, asking why the agency would be willing to accommodate the appellant in light of her FMLA leave usage, especially on the weekends, and the difficulty of fully staffing a 24/7 office under those circumstances. Id. at 4-5. She questioned whether it might be more appropriate to find the appellant a position in another office that might be better able to accommodate her needs. Id. at 5. She did agree, however, that the agency should engage FOH to determine why it was safe for the appellant to drive to and from the day shift, but not to and from other shifts. Id. at 5. The Disability Program Manager responded, informing the first-line supervisor that an employee is entitled to use FMLA and reasonable accommodation simultaneously, and that reasonable accommodation cannot be denied on the basis9 that the employee has been approved for FMLA. Id. at 4. She stated that the appellant’s use of leave on weekends was a separate issue from reasonable accommodation. Id. ¶15On January 27, 2017, the appellant’s attorney emailed the Disability Program Manager, asking for the written information on the day shift positions. Id. at 42. On January 30, 2017, the Disability Program Manager inquired of management whether they had forwarded this information to the appellant. IAF, Tab 27 at 37. The appellant’s first-line supervisor responded, stating that she was “not comfortable” providing the appellant position descriptions to choose from for the same reasons she stated previously, and again suggested that OEDI should broaden its search to find another position in another office that would be a better fit. Id. She also expressed that there was still an outstanding question about the safety of the appellant’s driving, and that, at a more basic level, she would want to have a clearer understanding of the nature, duration, and severity of the appellant’s sleep apnea, as well as an explanation of the activities that it affects. Id. ¶16On February 1, 2017, the appellant’s attorney again asked the Disability Program Manager for the details of the two day shift positions. IAF, Tab 8 at 49. On February 3, 2017, the Disability Program Manager sent the appellant’s first-line supervisor a lengthy email, stating that the agency could only engage FOH if the appellant signed a waiver,4 advising that the agency had the opportunity of offering the appellant a temporary accommodation, apparently disagreeing that the appellant had not provided medical documentation sufficient to satisfy the first-line supervisor’s concerns, stating that the appellant was entitled to receive information about the positions being offered or considered as accommodations, and stating that, although management could search outside the appellant’s office for an accommodation position, the appellant’s weekend leave 4 The Disability Program Manager apparently overlooked the FOH waiver that the appellant had already executed in December. IAF, Tab 8 at 40.10 was not related to her disability and was therefore not a reasonable accommodation matter. IAF, Tab 124 at 5-6. ¶17Having received no response thus far, on February 9, 2017, the appellant’s attorney sent the agency a final email requesting further written information about the two day shift positions. IAF, Tab 8 at 58. The following day, February 10, 2017, the appellant’s first-line supervisor sent the appellant an email, informing her that she must provide medical documentation in response to twelve specific questions because the medical documentation that she submitted on December 12, 2016, was insufficient to determine whether she was a qualified person with a disability, what job functions were impaired, and how her “alleged” sleep apnea affects her differently during the day than at night. Id. at 2-3. She offered the appellant a temporary accommodation of a 2-hour earlier start to her swing shift, which the appellant accepted, but the appellant resigned without providing the additional requested medical documentation. IAF, Tab 8 at 3, Tab 17 at 29. ¶18Combined with the underlying stressors related to her personal health, her husband’s health, her familial responsibilities, and her return to the swing shift, we find that the appellant was under significant pressure in February 2017, related to her requests for benefits under the FMLA, VLTP, and Americans with Disabilities Act (ADA). Although the pressure had been building for some time, it appears to have come to a head on February 10 and 13, 2017, when the agency informed her that her documentation on record was insufficient to support any of her requests. Considering the facts as set forth above, we find that some of this was due to the agency’s wrongdoing, and some of it was not. The difficulties inherent in the appellant’s caregiving responsibilities were not due to the wrongdoing of the agency. Nor is there any reason to believe that the agency’s decision in late 2016 to return the appellant to the swing shift was improper.5 5 Although it appears that the agency may have placed the appellant on the day shift in May 2016 to accommodate her caregiving situation, HR at 6:20 (testimony of the appellant), neither the FMLA nor the ADA would have required it to do so. The FMLA11 ¶19As for the appellant’s request under the FMLA, we find no wrongful agency action here either. There is no record of the agency requesting updated medical documentation between May 2016 and January 31, 2017, and there was nothing improper about the agency requiring updated medical documentation at that point. In fact, the law specifically authorizes the agency to request updated documentation every 30 days. 5 C.F.R. § 630.1208(a), (j). There is no reason to believe that the agency was attempting to harass the appellant or was otherwise acting in bad faith by requiring her to update her information more than 7 months after FMLA leave had been initially approved. Nor is there any evidence that would support a finding that the appellant’s February 1, 2017 medical documentation was sufficient to meet the medical certification requirements of 5 C.F.R. § 630.1208(b), or that the Field Advisor was incorrect that additional information was required.6 We further find that, although nearly 2 weeks had elapsed between the appellant’s submission of FMLA documentation on February 1, 2017, and the February 13, 2017 notification that the documentation was deficient, the delay was not excessive, the appellant was not prejudiced by it, and the agency showed good faith in allowing her an additional 15 business days to submit further documentation. IAF, Tab 8 at 75. ¶20Likewise, with the appellant’s request under the VLTP, there is no evidence to support a finding that the documentation that she submitted with her February 1, 2017 application was sufficient. Neither the documentation itself nor the agency’s requirements appear to be contained in the record. See 5 C.F.R. § 630.904(b) (setting forth the requirements for a VLTP leave recipient’s application, and allowing employing agencies to set forth additional pertains to leave, and not to schedule adjustments, see 5 U.S.C. § 5382; 5 C.F.R. § 630.1203, and the ADA does not prescribe accommodations for employees in their capacity as caregivers, see Jordan v. Department of Defense , EEOC Appeal No. 0120055250, 2006 WL 3877372, at *6 (Dec. 28, 2006). 6 The medical documentation that the appellant submitted on February 1, 2017, does not appear to be contained in the voluminous record in this appeal, and if it does, the parties have not identified its location.12 requirements). Again, as with the FMLA matter discussed above, we find that 2 weeks was not an excessive amount of time for the agency to make a determination and to notify the appellant that additional information was required. IAF, Tab 8 at 74. It appears that the Field Advisor carefully reviewed and considered the appellant’s application and tried to advise her on what further information she needed to submit. We see no negligence, bad faith, or other malfeasance in the agency’s handling of the appellant’s VLTP request. ¶21The appellant’s reasonable accommodation request, however, is a different matter. Although the appellant submitted her reasonable accommodation request on December 12, 2016, for more than a month, nothing whatsoever happened except for internal discussions between management and OEDI, and empty promises from the agency that the appellant would have an answer soon. IAF, Tab 8 at 28, 32; Tab 31 at 4-5. It appears that the appellant’s case was stuck in limbo because OEDI and management were both waiting for the other to do something before they proceeded. IAF, Tab 8 at 28, 32, 34. The first time the appellant’s supervisors actually met with her was January 17, 2017, when they informed the appellant that management was waiting on OEDI to render an official decision on the appellant’s qualification for accommodations. IAF, Tab 10 at 8. What happened next was that OEDI offered the appellant one of two day shift positions (an offer that it was apparently not authorized to make), followed by more agency infighting about the proper course of action. IAF, Tab 8 at 4-5, 36, 42, 46, Tab 27 at 37, Tab 124 at 5-6; HR, Track 7 at 10:30 (testimony of the appellant’s first-line supervisor). While this was going on for 2 weeks, the appellant was shut out of the process completely, believing the entire time that the only thing left to resolve was the position description, but that management was stonewalling her on this relatively simple matter. IAF, Tab 8 at 42, 49, 58. Then, it would appear that the disagreements between the appellant’s first-line supervisor and the Disability Program Manager resulted in a fracture, whereupon the first-line supervisor took matters into her own hands and notified13 the appellant for the first time that the medical documentation that she submitted 2 months prior was deficient. IAF, Tab 8 at 2-3. Whoever was right about the whole thing, the first-line supervisor or the Disability Program Manager, it matters not. Either way, the agency bungled this badly. It spent almost the entire time occupied with internal miscommunications and interoffice disputes, cutting the appellant out of this supposed “interactive process” as much as possible, until nearly 2 months after she started, she found herself nearly back to square one.7 We find that the agency’s handling of this matter was improper. ¶22Considering all of the evidence together, we find that the appellant’s resignation was precipitated by several factors, some of which were the result of wrongful agency actions and some of which were not. Cf. Bean, 120 M.S.P.R. 397, ¶ 8. Nevertheless, in the final analysis, we agree with the administrative judge that this case turns on the voluntariness element, i.e., whether the appellant had a meaningful choice in her resignation. ID at 12-13. We further agree with the administrative judge that the appellant failed to establish this element. ID at 12-13. ¶23We acknowledge that the agency’s mishandling of the appellant’s reasonable accommodation request must have been very frustrating and caused her a great deal of distress and trouble. However, we do not find that this matter would have been sufficient to compel a reasonable person to resign her position at the time the appellant did. See Gregory v. Federal Communications Commission , 79 M.S.P.R. 563, ¶ 8 (1998) (finding that the ultimate question on voluntariness is whether a reasonable person would have felt compelled to resign under the circumstances). This is especially so considering that the appellant’s supervisor was finally beginning to engage with her in the interactive process in a meaningful way, to include the offer of a temporary, partial accommodation, as 7 Although there are exceptions, the reasonable accommodation process at DISA typically takes less than 30 days, consistent with the written requirements of DISA’s reasonable accommodation procedures. IAF, Tab 44 at 9; HR, Track 5 at 58:35 (testimony of the Disability Program Manager). 14 well as specific instructions on the type of medical documentation that she needed to submit. IAF, Tab 8 at 2-3. As for the FMLA and VLTP matters, as explained above, we find that the agency did not mishandle them in any way. Supra ¶¶ 19-20. Although it must have been disappointing for the appellant to have submitted paperwork, only to be told 2 weeks later that it was deficient, we find that this situation is not beyond the realm of expectation and would not have contributed significantly to a reasonable person’s resignation. ¶24Apart from these matters, as the administrative judge noted, the appellant testified repeatedly that she resigned because she was “scared” and that she believed she was being set up to be fired. ID at 9 & n.13; HR, Track 1; at 57:00, Track 3 at 9:45 (testimony of the appellant). She was also laboring under the mistaken belief, through no fault of the agency, that she was an “at will” employee, i.e., an employee who can be fired without cause. HR, Track 1 at 1:00:40, Track 4 at 29:40 (testimony of the appellant). Based on the appellant’s testimony, this factor appears to have played a major, if not the decisive, role in her resignation. In fact, the appellant testified that she could have continued working the swing shift at the agency but for the fact that she was about to get fired. HR, Track 2 at 1:06:30 (testimony of the appellant). We find that this fear would not have motivated a reasonable person to resign because there is no evidence that the agency either threatened or proposed any disciplinary action against the appellant. She has simply identified no basis for her belief that management was getting ready to fire her. To the extent that the appellant’s belief that she was an at will employee played into her fears, we find that this was unreasonable as well because the appellant’s employment was governed by Federal law, not State law, and she could only have been removed from her position for cause, with 30 days’ advance written notice and an opportunity to respond.8 See 5 U.S.C. § 7513(a)-(b). In addition, as the 8 Even if the appellant were facing removal, her decision to resign rather than oppose the adverse action would still be voluntary. See Baldwin v. Department of Veterans Affairs, 109 M.S.P.R. 392, ¶ 12 (2008).15 administrative judge accurately noted, on February 11, 2017, the appellant sent an email to her first-line supervisor strongly suggesting that her forthcoming resignation was more about work-life balance than any of the matters discussed above. IAF, Tab 65 at 19. The appellant does not dispute this finding on review. ¶25Considering the record as a whole, we find that, although the appellant’s resignation was precipitated in part by the agency’s wrongful actions in connection with her reasonable accommodation request, the combined circumstances were not of the nature and severity that would have made a reasonable person in the appellant’s situation believe that she had no realistic alternative but to resign. Although a reasonable person might have felt that resignation was her best option, she would not have felt that it was her only option. See Lawson v. U.S. Postal Service , 68 M.S.P.R. 345, 350 (1995) (finding that the fact that an employee is faced with an inherently unpleasant situation or that her choices are limited to unpleasant alternatives does not make her decision involuntary). We therefore find that the appellant’s resignation was not involuntary and that she has not established jurisdiction over her resignation as a constructive removal under 5 U.S.C. chapter 75.9 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 9 Because the appellant raised a claim of disability discrimination in this constructive removal appeal, and the Board has now issued a Final Order dismissing the appeal for lack of jurisdiction, the agency is required, under Equal Employment Opportunity Commission (EEOC) regulations, to reissue a notice under 29 C.F.R. § 1614.108(f) giving the appellant the right to elect between a hearing before an EEOC administrative judge and an immediate final decision. See 29 C.F.R. § 1614.302(b). 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.16 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 at17 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,18 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.11 The court of appeals must receive your petition for 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. 115-195,19 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. 20 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.21
Kendall_Joanne_M_AT-0752-18-0127-I-1__Final_Order.pdf
2024-05-01
JOANNE KENDALL v. DEPARTMENT OF DEFENSE, MSPB Docket No. AT-0752-18-0127-I-1, May 1, 2024
AT-0752-18-0127-I-1
NP
1,580
https://www.mspb.gov/decisions/nonprecedential/Goodman_Pierson_B_DC-3330-21-0318-M-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PIERSON B. GOODMAN, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-3330-21-0318-M-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Debra D’Agostino , Esquire, Washington, D.C., for the appellant. Sara K. Achinger , Esquire, Fort Belvoir, 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 dismissed his Veterans Employment Opportunities Act of 1998 (VEOA) appeal as moot. 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. However, for the reasons set forth below, we VACATE the remand initial decision and DENY the appellant’s request for corrective action. BACKGROUND On March 25, 2021, the appellant filed an appeal with the Board alleging that the agency violated his veterans’ preference rights pursuant to VEOA when it denied him the opportunity to compete for a vacancy open between November 19 and December 7, 2020, for which he had applied2 despite his entitlement to consideration based on his status as a preference eligible veteran. Goodman v. Department of Defense , MSPB Docket No. DC-3330-21-0318-I-1, Initial Appeal File (IAF), Tab 1 at 6, 9-10. Specifically, he asserted that the Department of Defense improperly found him ineligible for the position because it erroneously concluded that he failed to provide the requested documentation confirming his veterans’ preference status. Id. at 6. He also indicated in his initial appeal that he exhausted these claims with the Department of Labor (DOL), and he included with his appeal a closing letter wherein DOL determined that he failed to show that his veterans’ preference rights were violated. Id. at 6, 9-13, 34-35. 2 The vacancy announcement for which the appellant applied was OS-DTRA-21- 10969099-MP, a United Kingdom Combatant Command Representative position at the GS-0301-14 and GS-0301-15 levels. IAF, Tab 4 at 8, Tab 6 at 21-29. 2 While the appellant’s initial appeal was pending with the administrative judge, the agency voluntarily rescinded its job offer to the selectee and requested that the entire vacancy announcement and selection process be reconstructed. IAF, Tab 6 at 32. After reconvening the original hiring panel to rate all the applicants on the new certificate of eligible applicants, which included the appellant, the agency did not select the appellant for the position. Id. at 36. In a pleading before the Board, the agency asserted that these actions divested the Board of its jurisdiction over the appeal. Id. at 9. Without providing the appellant with an opportunity to respond, the administrative judge issued an initial decision finding that, because the agency reconstructed the selection process and included the appellant on the certificate of eligible applicants, it afforded him the appropriate remedy for a violation of his veterans’ preference rights—the right to compete for the position. IAF, Tab 7, Initial Decision (ID) at 5-7. Accordingly, she dismissed the appeal for lack of jurisdiction. ID at 7. Thereafter, the appellant appealed the initial decision to the U.S. Court of Appeals for the Federal Circuit. In an unopposed motion, the Board requested that the Federal Circuit remand the matter so that the appellant could respond to the agency’s argument and evidence regarding the reconstructed selection process. Goodman v. Department of Defense , MSPB Docket No. DC- 3330-21-0318-L-1, Litigation File (LF), Tab 8. The court granted the motion and remanded the appeal to the Board to allow the appellant to address the evidence concerning the reconstructed selection process. LF, Tab 9. Following remand to the Board, the administrative judge provided the parties with an opportunity to address the reconstructed selection process and, without holding a hearing, issued a remand initial decision on June 22, 2022, dismissing the appeal as moot.3 Goodman v. Department of Defense , MSPB Docket No. DC-3330-21-0318-M-1, Remand File (RF), Tab 14, Remand Initial 3 The administrative judge who issued the remand initial decision was not the same administrative judge who had previously handled the appeal. RF, Tab 9. 3 Decision (RID). In the remand initial decision, the administrative judge found that the appellant’s arguments regarding the insufficiency of the reconstructed selection process were without merit, and specifically, that the agency’s failure to conduct new interviews “did not violate the appellant’s right to compete.” RID at 4-5. Thus, she concluded that the appellant could not show that the agency failed to correct its prior VEOA violation because the agency had considered the appellant for the position at issue in its reconstructed selection process.4 RID at 6. Finally, she found that the appellant failed to prove that he was entitled to an award of monetary or liquidated damages because he did not prove that he was entitled to the position. RID at 3-4, 6. The appellant has filed a petition for review of the remand initial decision, arguing, among other things, that the reconstruction process was insufficient, and that the agency’s failure to conduct interviews was not in line with the Board’s decision in Schultz v. Department of Veterans Affairs , 2022 MSPB 23. Petition for Review (PFR) File, Tab 3 at 13-16. In response, the agency argues that, in accordance with Oram v. Department of the Navy , 2022 MSPB 30, the appellant was not entitled to corrective action under 5 U.S.C. § 3304(f) as a matter of law because he was a civilian Federal employee in the competitive service at the time he applied for the vacancy. PFR File, Tab 5 at 4-5. The appellant did not reply to the agency’s response. 4 Although the administrative judge refers to the agency’s “previous VEOA violation” in her remand initial decision, RID at 6, neither DOL, nor the Board, nor the Federal Circuit issued a finding that the agency violated the appellant’s veterans’ preference rights. IAF, Tab 1 at 34-35, Tab 7; LF, Tab 9. However, because the agency rescinded its offer and reconstructed the selection process, it appears that the administrative judge assumed that there had been a VEOA violation. Because this assumption does not impact the outcome of this matter, we do not address it. 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).4 DISCUSSION OF ARGUMENTS ON REVIEW Section 3304(f)(1) of Title 5 of the U.S. Code expressly provides preference eligibles with a right to compete for vacant positions when the agency issuing the vacancy announcement indicates that it will accept applications from outside its own workforce. Harellson v. U.S. Postal Service , 113 M.S.P.R. 534, ¶ 8 (2010). However, in Oram, 2022 MSPB 30, ¶ 17, the Board found that, as a matter of law, individuals who are already Federal employees are not entitled to corrective action based on a claim of denial of an opportunity to compete under 5 U.S.C. § 3304(f). In reaching that result, the Board relied on the decision of the Federal Circuit in Kerner v. Department of the Interior , 778 F.3d 1336, 1338-39 (Fed. Cir. 2015). There, the court found that, because the appellant was already employed in the Federal civil service, 5 U.S.C. § 3304(f)(1) was inapplicable in his case. After reviewing the text and legislative history of VEOA and its precursor, the Veterans’ Preference Act, the Federal Circuit concluded that nothing in the statutory language, the legislative history, or case law supports a presumption that the “opportunity to compete” provisions in section 3304 apply in instances in which an applicant already was employed by the Federal civil service, but rather that the intent of those provisions was to assist veterans in obtaining an initial appointment to the Federal service—not subsequent promotions or other intra-agency movement. Kerner, 778 F.3d at 1338. The court further reasoned that, because veterans currently employed in a competitive-service position are already “eligible to apply” to merit promotion vacancies, such applicants could not have been the intended beneficiaries of section 3304(f). Id. Here, it appears that the appellant was a Federal employee at the time that he applied for the position at issue. First, according to the appellant’s Certificate of Release or Discharge From Active Duty, he was discharged on February 1, 2015. IAF, Tab 1 at 21. Then, as part of the appellant’s February 8, 2021 DOL5 complaint, he attached a Standard Form 50 “reflecting his current position” as a Supervisory Intelligence Specialist with the Department of the Army, with a pay grade of GG-14. Id. at 9-10, 23. Furthermore, the appellant, who is represented by counsel, did not respond to the agency’s assertions that he was already a Federal employee in the competitive service at the time he applied, PFR File, Tab 5, even though the Board’s regulations allowed him an opportunity to reply,5 5 C.F.R. § 1201.114(a)(4). Accordingly, we conclude that, at the time the appellant applied for the position at issue in this appeal, he was a Federal employee in the civil service. Therefore, he cannot prevail as a matter of law on his argument that he was denied the opportunity to compete under 5 U.S.C. § 3304(f). See Oram, 2022 MSPB 30, ¶ 17. For this reason, we need not address the appellant’s arguments below and on review regarding the sufficiency of the reconstructed selection process. Furthermore, we vacate the remand initial decision dismissing this appeal as moot, and deny the appellant’s request for corrective action, finding that he cannot prevail as a matter of law. 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 5 The appellant was notified of his right to reply to the agency’s response to his petition for review in the acknowledgment letter issued by the Office of the Clerk of the Board. PFR File, Tab 4 at 1. 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 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.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, 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
Goodman_Pierson_B_DC-3330-21-0318-M-1__Final_Order.pdf
2024-05-01
PIERSON B. GOODMAN v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-3330-21-0318-M-1, May 1, 2024
DC-3330-21-0318-M-1
NP
1,581
https://www.mspb.gov/decisions/nonprecedential/Price_Roscoe_H_DC-1221-22-0443-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROSCOE HOWARD PRICE, III, Appellant, v. DEPARTMENT OF EDUCATION, Agency.DOCKET NUMBER DC-1221-22-0443-W-1 DATE: May 1, 2024 THIS ORDER IS NONPRECEDENTIAL1 Roscoe Howard Price, III , Prince Frederick, Maryland, pro se. Jill Siegelbaum and Kristina Lozupone , 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 denied his request for corrective action in his individual right of action (IRA) appeal. 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). 2 BACKGROUND The appellant, a GS-15 Contract Specialist, filed this IRA appeal pro se, wherein he alleged that the agency subjected him to various personnel actions in retaliation for his protected whistleblowing. Initial Appeal File (IAF), Tab 1. Pursuant to the administrative judge’s acknowledgment order, the parties timely initiated discovery. IAF, Tab 5 at 2-3, Tab 20 at 2. The appellant timely served the agency with requests for production of documents. IAF, Tab 30 at 8-10. Specifically, the appellant sought email communications and many of his requests contained a date range, keywords, and requested custodians. Id. The agency responded with objections and nothing else. Id. at 12-16. On July 22, 2022, the appellant filed three motions requesting that the administrative judge compel the agency to respond to his discovery requests. IAF, Tabs 26-28. The administrative judge summarily denied the motions because the appellant did not include a statement regarding his efforts to meet and confer with the agency to narrow the areas of disagreement pursuant to 5 C.F.R. § 1201.73(c). IAF, Tab 29 at 1. The appellant subsequently filed another motion to compel, wherein he asserted that he had attempted to resolve the dispute with the agency prior to filing his motion. IAF, Tab 30 at 5. The agency filed a response and, in relevant part, asserted that it was “willing to engage in discussions to resolve the dispute, possibly even agree to narrowing some of [the appellant’s] requests.” IAF, Tab 32 at 5-6. Attached to the agency’s filing were several emails between the parties discussing the relevant requests. Id. at 25-40. On July 27, 2022, the same day the agency filed its response to the appellant’s motion to compel, counsel for the appellant entered an appearance. IAF, Tab 33. The following day, on July 28, 2022, the administrative judge issued an order denying without prejudice the appellant’s motion to compel. IAF, Tab 34. He noted the agency’s assertion that it remained willing to discuss the discovery requests and stated that, “[b]ased on the appearance of counsel, I conclude that the more appropriate approach is to deny the present motion to 3 compel without prejudice so that counsel for both parties can meet and confer and evaluate whether they can resolve any of the discovery disputes.” Id. at 1. The order did not contain a deadline for the parties to meet and confer; however, a prior order stated that all discovery-related motions must be filed by August 19, 2022, the same day that discovery was scheduled to close. IAF, Tab 20 at 2. On August 17, 2022, counsel for the appellant emailed agency counsel to meet and confer about the relevant discovery requests.2 IAF, Tab 36 at 16 -19. The agency responded that it had not provided any documents that were responsive to the relevant discovery requests because it objected, for many reasons, to each request and, because discovery was set to close on August 19, it would not complete a search for documents even if the appellant agreed to narrow the requests. Id. at 15-16. The agency also objected to the appellant’s request to extend the discovery deadline. Id. at 13. On August 19, 2022, counsel for the appellant filed another motion to compel regarding the requests for production of documents. Id. at 4-10. The agency filed a response in opposition. IAF, Tab 37. The administrative judge denied the appellant’s motion to compel, finding that the appellant had failed to meet and confer with the agency in good faith. IAF, Tab 38 at 1-2. He found that the appellant’s counsel should have acted sooner to contact the agency about the outstanding discovery dispute following the July 28 order given the August 19 discovery deadline. Id. at 2. The appellant did not request a hearing and the appeal was decided on the written record. IAF, Tab 56, Initial Decision (ID). In the initial decision, the administrative judge found that the appellant proved some, but not all, of his alleged protected disclosures and that he engaged in protected activity. ID at 10-11, 17-19, 21-24. He found that the appellant proved contributing factor for some personnel actions, but that the agency proved, by clear and convincing 2 Prior to August 17, 2022, counsel for both parties discussed other matters, including the appellant’s responses to the agency’s discovery requests. IAF, Tab 37 at 25-30. 4 evidence, that it would have taken the same actions in the absence of any protected whistleblowing. ID at 11-31. Accordingly, he denied corrective action. ID at 31. The appellant has filed a petition for review, the agency has filed a response, and the appellant has filed a reply. Petition for Review File, Tabs 1, 4, 6. DISCUSSION OF ARGUMENTS ON REVIEW Although an administrative judge has wide discretion to control the processing of appeals, such discretion is not unfettered. See Sanders v. Social Security Administration , 114 M.S.P.R. 487, ¶ 10 (2010). 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. See White v. Government Printing Office , 108 M.S.P.R. 355, ¶ 9 (2008). As set forth herein, we find that the administrative judge abused his discretion in denying the appellant’s motion to compel the agency to respond to his discovery requests. The administrative judge denied the appellant’s motion to compel based on his finding that the appellant failed to meet and confer with the agency to resolve the dispute in good faith. IAF, Tab 38 at 1-2. We disagree. The Board’s regulations require that, before filing a motion to compel, the moving party must “discuss the anticipated motion with the opposing party or nonparty, and all those involved shall make a good faith effort to resolve the discovery dispute and narrow the areas of disagreement.” 5 C.F.R. § 1201.73(c)(1). By the time the appellant filed his final motion to compel on August 19, 2022, the parties had exchanged more than a dozen emails about the relevant requests, between July 22 and August 19, 2022. IAF, Tab 32 at 25-56, Tab 36 at 12-19. The appellant rescinded some requests that the agency objected to, explained why he believed the remaining requests were relevant, and suggested ways in which the information could be obtained. IAF, Tab 32 at 25-56. By the time appellant’s counsel contacted the agency on August 17, 2022, the agency was well-aware of 5 its discovery obligations and, to that point, had not provided any responsive materials. The July 28, 2022 order did not contain a deadline for the parties to meet and confer; however, the appellant complied with the August 19, 2022 deadline for discovery-related motions. IAF, Tab 20 at 2. Accordingly, we find that the appellant met his obligation to meet and confer pursuant to the relevant orders and regulations. We find that the appellant was prejudiced by the administrative judge’s denial of his motion to compel because he was unable to obtain discovery relevant to his burdens of proof. In the initial decision, the administrative judge found that the appellant failed to prove that he made several protected disclosures and, for the disclosures, activity, and personnel actions that were proven, that the agency proved by clear and convincing evidence that it would have taken the same actions absent the appellant’s protected whistleblowing. ID at 11-31. The information sought by the appellant related to the alleged disclosures and personnel actions is discoverable. See Ryan v. Department of the Air Force , 113 M.S.P.R. 27, ¶ 16 (2009) (finding an administrative judge abused his discretion in denying a motion to compel that sought information relating to the appellant’s burden of proof in an IRA appeal). The administrative judge’s finding that the appellant failed to establish certain elements of his claim, while simultaneously denying his ability to obtain relevant, discoverable information, warrants remand. See Gregory v. Federal Communications Commission , 79 M.S.P.R. 563, ¶ 15 (1998) (“[I]t is patently unfair for the administrative judge to exclude witnesses whom the appellant indicated could support her claims . . . and then find that she failed to [meet her burden].”). On remand, the administrative judge shall give both parties an opportunity to address the relevance of the appellant’s discovery requests that were the subject of his motion to compel. In their responses, the parties should focus on the extent to which each of the appellant’s requests is reasonably calculated to lead to the discovery of admissible evidence in light of the factual matters in 6 dispute in this appeal. To the extent the agency believes that a request is overbroad, it should comply with the request to the maximum extent possible and explain why it should not be required to respond more fully. See Ryan, 113 M.S.P.R. 27, ¶¶ 17, 19. The administrative judge shall then determine whether the agency has properly responded to each of the appellant’s discovery requests. There appears to be a dispute regarding the appellant’s August 18, 2022 amended discovery request, IAF, Tab 36 at 15, 20, which the agency asserts is not an amended request but, rather, a new request that is untimely, IAF, Tab 37 at 10-11. The administrative judge shall determine whether the agency must respond to the August 18, 2022 request. After completion of discovery on remand, the administrative judge shall afford the appellant an opportunity to submit newly discovered evidence into the record and shall set a schedule for supplemental briefing. The administrative judge shall issue a new initial decision that incorporates any new evidence submitted on remand.3 3 In the initial decision, the administrative judge found that, even if the appellant proved that he was subjected to certain personnel actions, he would find that they were barred by the doctrine of laches. ID at 13 n.7 & 14 n.9. The current record does not support a finding of laches because the agency has not proved, with admissible evidence, that it was prejudiced by the appellant’s delay in filing this appeal. See Brown v. Department of the Air Force, 88 M.S.P.R. 22, ¶ 5 (2001) (holding that laches bars a claim when an unreasonable delay in bringing the claim has prejudiced the party against whom the action is taken). During closing arguments, counsel for the agency made speculative and generalized assertions about prejudice; however, it is well -established that statements by a party’s representative are not evidence. See Hendricks v. Department of the Navy, 69 M.S.P.R. 163, 168 (1995). On remand, after affording the parties an opportunity to address this issue and after considering any additional evidence in the record, the administrative judge shall determine whether the agency has proved that laches should bar consideration of the 2010 nonselection for the Deputy Director position and the 2011 removal of supervisory functions. 7 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.
Price_Roscoe_H_DC-1221-22-0443-W-1__Remand_Order.pdf
2024-05-01
null
DC-1221-22-0443-W-1
NP
1,582
https://www.mspb.gov/decisions/nonprecedential/Palmer_George_C_DA-0752-19-0461-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GEORGE C PALMER, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DA-0752-19-0461-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 George C Palmer , El Paso, Texas, pro se. Cameron Pittman , Laredo, 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 dismissed the appeal as barred under the doctrine of res judicata. On petition for review, the appellant challenges the outcome of his prior removal appeal, citing potential mitigating factors, and asserting that he was denied a hearing and 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). opportunity to call witnesses.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 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 Evidence included by the appellant with his petition for review has not been considered because it is not new or material. Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980); Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980); Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). 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 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.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. 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
Palmer_George_C_DA-0752-19-0461-I-1__Final_Order.pdf
2024-05-01
GEORGE C PALMER v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DA-0752-19-0461-I-1, May 1, 2024
DA-0752-19-0461-I-1
NP
1,583
https://www.mspb.gov/decisions/nonprecedential/Montgomery_JamesDC-0752-21-0512-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES H. MONTGOMERY, II, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-0752-21-0512-I-2 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 James H. Montgomery, II , Augusta, Georgia, pro se. Daniel Piccaluga , Esquire, and David Myers , 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 sustained his removal taken under both chapters 43 and 75 of Title 5. On petition for review, the appellant reasserts many of his arguments from below regarding the misconduct charges, performance-based removal, and affirmative defenses 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). a harmful procedural error, due process violation, and whistleblower reprisal. Petition for Review (PFR) File, Tab 1. He also argues that the administrative judge abused his discretion when ruling on witnesses and imposing sanctions against him in relation to a discovery dispute.2 Id. at 12-14. 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. Except as expressly MODIFIED to supplement the administrative judge’s discussions of the elements of a chapter 43 performance -based removal and whistleblower reprisal affirmative defense, we AFFIRM the initial decision.3 2 In the appellant’s reply to the agency’s response to his petition for review, he argues, in addition to substance, that the agency’s response exceeds the word limit under the Board’s regulations, and he includes a motion to strike the agency’s response on those grounds. PFR File, Tab 4 at 4-5. The agency responded to the appellant’s motion to strike, asserting that its response to the petition for review is within the Board’s word limit. PFR File, Tab 5. Under 5 C.F.R. § 1201.114(h), a response to a petition for review is limited to 7,500 words. Excluding the automatically generated e-Appeal transmittal sheets and the certificate of service, the agency’s response to the appellant’s petition for review contains 7,424 words, which is within the Board’s word limit for such a pleading. PFR File, Tab 3; see 5 C.F.R. § 1201.114(h). Accordingly, because the agency’s response to the petition for review does not exceed the word limit, we deny the appellant’s motion to strike. 3 The appellant has another appeal before the Board in Montgomery v. Department of Homeland Security , MSPB Docket No. DC-1221-21-0305-W-1. That matter is being decided separately. 2 The administrative judge correctly affirmed the chapter 75 removal action. Regarding the chapter 75 removal action, the administrative judge correctly found that the agency proved the misconduct charges of lack of candor and failure to follow instructions by preponderant evidence. Montgomery v. Department of Homeland Security , MSPB Docket No. DC-0752-21-0512-I-2, Appeal File (I-2 AF), Tab 24, Initial Decision (ID) at 4-9. He also correctly found that the agency proved that a nexus exists between the misconduct and the efficiency of the service and that the penalty of removal was reasonable. ID at 10-12. The appellant’s arguments on review do not provide a basis to disturb the initial decision 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 reached well-reasoned conclusions); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). The administrative judge correctly affirmed the chapter 43 performance-based removal action, but we supplement the initial decision to find that the agency proved by substantial evidence that its performance standards are valid. Regarding the chapter 43 performance-based removal action, we ultimately agree with the administrative judge that the agency established the basis for this action by substantial evidence. ID at 13-25; see 5 C.F.R. § 1201.56(b)(1)(i). However, the administrative judge’s discussion of this action omitted a necessary element for the agency to prove a performance-based removal action. ID at 13. To support a chapter 43 performance-based action, an agency must prove by substantial evidence that (1) the Office of Personnel Management (OPM) approved its performance appraisal system and any changes thereto; (2) it 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(c)(1); (4) the agency warned the appellant of the inadequacies of his performance during the appraisal period and gave him an opportunity to improve;3 and (5) after an adequate improvement period, the appellant’s performance remained unacceptable in at least one critical element. Lee v. Department of Veteran Affairs, 2022 MSPB 11, ¶ 13 ; Towne v. Department of the Air Force , 120 M.S.P.R. 239, ¶ 6 & n.5 (2013). Included in the agency’s burden is whether the appellant’s performance was unacceptable in one or more critical elements prior to the initiation of the improvement period, thereby justifying its initiation. Santos v. National Aeronautics and Space Administration , 990 F.3d 1355, 1360-61 (Fed. Cir. 2021); Lee, 2022 MSPB 11, ¶¶ 13-14. In the initial decision, the administrative judge appropriately found that OPM approved the agency’s performance appraisal system, that the agency communicated to the appellant the performance standards and critical elements, or, here, core competencies, of his position, that the appellant’s performance was unacceptable in one or more core competency prior to the initiation of an improvement period, that it warned the appellant of the inadequacies of his performance during the appraisal period and gave him a reasonable opportunity to improve, and that, during the performance improvement plan (PIP) period, the appellant’s performance remained unacceptable. ID at 14-24. The appellant’s arguments on review do not provide a basis to disturb these findings. See Crosby, 74 M.S.P.R. at 105-06; Broughton, 33 M.S.P.R. at 359. However, as noted, the administrative judge’s discussion of these elements did not address whether the agency proved by substantial evidence that the appellant’s performance standards are valid under 5 U.S.C. § 4302(c)(1). ID at 13. Accordingly, we do so in the first instance here.4 4 The administrative judge’s recitation of the necessary elements to prove this action also did not explicitly include whether, after an adequate period of time, the appellant’s performance remained at an unacceptable level in at least one critical element. ID at 13; see Lee, 2022 MSPB 11, ¶ 13 ; Towne, 120 M.S.P.R. 239, ¶ 6. Nonetheless, in his discussion of the appellant’s PIP, the administrative judge considered the ways in which the appellant’s performance remained unacceptable, and thus, substantively addressed the element, despite any failure to do so in form. ID at 22-25. Because the administrative judge’s discussion ultimately addressed the substance of this element, any error in its explicit omission is harmless and does not provide a basis to disturb the4 To be valid, an agency’s performance standards must be reasonable, realistic, attainable, clearly stated in writing, specific enough to provide the employee with a firm benchmark toward which to aim his performance, and sufficiently precise to invoke general consensus as to their meaning and content. Towne, 120 M.S.P.R. 239, ¶ 21. Here, the record contains the appellant’s performance plan, which details the seven core competencies used to evaluate the appellant’s performance. Montgomery v. Department of Homeland Security , MSPB Docket No. DC-0752-21-0512-I-1, Initial Appeal File (IAF), Tab 11 at 706-10. Additionally, the performance plan sets forth four levels of performance upon which each core competency is evaluated: achieved excellence, exceeded expectations, achieved expectations, and unacceptable. Id. at 706. For each core competency, the performance plan includes a paragraph of the skills and tasks generally associated with the particular core competency, and it further explains, with a reasonable amount of specificity, what sort of behavior or level of performance is necessary to achieve expectations and what is necessary to achieve excellence. Id. at 706-10. To the extent an assessment of the listed skills and tasks requires a somewhat subjective evaluation of an employee’s performance, the Board has consistently found that professional and technical jobs, such as the appellant’s, are often not susceptible to performance standards that are strictly objective and may require a degree of subjective judgement that would not be necessary or proper in a position of less professional or technical nature. See Greer v. Department of the Army , 79 M.S.P.R. 477, 483-84 (1998). Moreover, the appellant has not challenged the validity of his performance standards either below or on review. Based on the foregoing, we find that the appellant’s performance standards are valid. See Towne, initial decision. See Foust v. Department of the Treasury , 80 M.S.P.R. 477, ¶ 2 n.* (1998) (explaining that the Board adheres to the principle that form will not be exalted over substance); 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).5 120 M.S.P.R. 239, ¶ 21. We affirm the administrative judge’s findings regarding the other elements, as discussed above, and we supplement the initial decision to find that the appellant’s performance standards are valid. The administrative judge correctly found that the appellant failed to establish his affirmative defenses, but we supplement his discussion of the appellant’s whistleblower reprisal claim. The administrative judge correctly found that the appellant failed to establish his harmful procedural error, due process violation, and whistleblower reprisal claims. ID at 27-32. However, although we ultimately agree with the conclusion that the appellant failed to prove his whistleblower reprisal affirmative defense, we supplement the initial decision’s discussion of that affirmative defense here. In order to prevail on a whistleblower retaliation affirmative defense, an appellant must prove by preponderant evidence that he made a whistleblowing 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); Covington v. Department of the Interior , 2023 MSPB 5, ¶ 15. In the initial decision, the administrative judge found that, even assuming the appellant proved by preponderant evidence that he made one or more protected disclosures, he failed to show that the disclosures were a contributing factor in his removal. ID at 31-32. In his discussion of the contributing factor element, however, he did not discuss or apply any of the legal standards employed by the Board. ID at 30-33. Thus, we do so here in the first instance. The Board has explained that one way an appellant may establish the contributing factor criterion is the knowledge/timing test, under which an employee submits evidence showing that the official taking the personnel action knew of the disclosure or activity and that the personnel action occurred within a6 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. Based on our review of the record, we discern no error in the administrative judge’s finding that the appellant failed to prove that either the proposing or deciding official had knowledge of his protected disclosures or activities. ID at 32. In addition to showing actual knowledge, an appellant can also demonstrate that a disclosure was a contributing factor to a personnel action by showing that the official taking the action had constructive knowledge of the disclosure. See Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 11 (2012). An appellant can establish constructive knowledge by demonstrating that an individual with actual knowledge of the disclosure influenced the official accused of taking the retaliatory action. See id. Here, the only employee who the appellant has clearly asserted influenced the agency’s decision to remove him is the Office of Equal Rights (OER) Director. I -2 AF, Tab 22, Hearing Recording, Day 3 (testimony of the appellant). To the extent the appellant could establish by preponderant evidence that the OER Director had knowledge of his protected disclosures and activity, he nonetheless has admitted that his belief that the OER Director influenced the removal decision is speculative. Id.; ID at 32. An allegation based on speculation does not rise to the level of preponderant evidence. Duncan v. Department of the Air Force , 115 M.S.P.R. 275, ¶ 9 (2010). Thus, the appellant has failed to establish either actual or constructive knowledge, and therefore, has failed to meet the knowledge/timing test. However, the knowledge/timing test is not the only way for an appellant to satisfy the contributing factor standard. Dorney, 117 M.S.P.R. 480, ¶ 14. If an appellant fails to meet that standard, the Board will 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 at the proposing or deciding officials, and whether these individuals had a desire7 or motive to retaliate against the appellant. Id., ¶ 15. Here, in light of the administrative judge’s findings regarding the chapter 75 and chapter 43 actions, and our agreement with his findings, we find that the agency’s reasons for the appellant’s removal are strong. Although the officials who proposed and took the removal action against the appellant may have had some professional retaliatory motive because they are generally responsible for the agency’s overall performance, see Whitmore v. Department of Labor , 680 F.3d 1353, 1370 (Fed. Cir. 2012); Soto v. Department of Veterans Affairs , 2022 MSPB 6, ¶¶ 14-15, the appellant has not demonstrated any motive to retaliate beyond that possible basic degree. Moreover, the appellant has not shown by preponderant evidence that any of his protected disclosures or protected activities involved conduct implicating either the proposing or deciding official. Therefore, we find that, weighing the Dorney factors on the whole, the appellant failed to establish the contributing factor element by preponderant evidence. Accordingly, we agree with the administrative judge that the appellant failed to prove his whistleblower reprisal claim, and we affirm the initial decision in this regard, as supplemented here. The appellant failed to show that the administrative judge abused his discretion when ruling on witness requests and in imposing sanctions against the appellant regarding a discovery dispute. The administrative judge’s ruling on witnesses In his petition for review, the appellant argues that the administrative judge erred in “adopting the agency’s view” that only witnesses who supervised the appellant in 2019 and 2020 should be permitted to testify and that the administrative judge improperly denied his witnesses who would have testified to the appellant’s character, truthfulness, and work habits. PFR File, Tab 1 at 12-13. In an order and summary of the prehearing conference, the administrative judge approved seven joint witnesses and, after providing a thorough explanation, made individual rulings on all the appellant’s 22 requested8 witnesses, some of whom were approved to testify. I-2 AF, Tab 12 at 10-16. On review, the appellant has not explained why these rulings were in error, nor has he offered any specific information about what the witnesses would have testified about and why he believes that their testimony would be relevant, or why it would affect the outcome of his appeal. PFR File, Tab 1. Accordingly, we find that the appellant failed to demonstrate any error in the administrative judge’s denial of witnesses. See Franco v. U.S. Postal Service , 27 M.S.P.R. 322, 325 (1985) (explaining that the Board’s regulations give an administrative judge wide discretion to control the proceedings, including authority to exclude witnesses the appellant has not shown would offer relevant, material, and nonrepetitious evidence); see also 5 C.F.R. §§ 1201.41(b)(8), (b)(10) (setting forth an administrative judge’s authority and discretion to rule on witnesses and to order the appearance of witnesses whose testimony would be relevant, material, and nonrepetitious). The administrative judge’s issuance of sanctions against the appellant The appellant also argues on review that the administrative judge improperly sanctioned him as the result of a discovery dispute between the parties. PFR File, Tab 1 at 14. Specifically, he argues that the administrative judge erred in not allowing him to reference “several hundred pages of documents” during the hearing and that he abused his discretion in imposing sanctions without issuing an order on the agency’s motion for sanctions. PFR File, Tab 1 at 14. The appellant’s arguments are without merit. Regarding the argument that the administrative judge imposed sanctions without first issuing an order on the agency’s motion for sanctions, the record includes the administrative judge’s order granting the agency’s motion for sanctions, wherein he imposes sanctions on the appellant. IAF, Tab 24. Thus, the appellant’s argument that the administrative judge failed to issue such an order is not supported by the record. 9 Regarding the appellant’s argument that the administrative judge erred in not allowing him to reference “several hundred pages of documents,” an administrative judge has the authority to impose sanctions upon the parties as necessary to serve the ends of justice . See Morris v. Department of the Navy , 123 M.S.P.R. 662, ¶ 11 (2016); see also 5 C.F.R. § 1201.41(b)(11) (providing the administrative judge with the authority and discretion to impose sanctions); 5 C.F.R. § 1201.43 (explaining that an administrative judge may impose sanctions when a party fails to comply with an order and that such sanctions may include the elimination from consideration any submissions of the party that fails to comply with an order). To the extent the prohibited documents referenced by the appellant on review are the same documents that are within the scope of the administrative judge’s order of sanctions, IAF, Tab 24 at 2-3, the appellant has not explained why that order was in error or how the administrative judge abused his discretion. PFR File, Tab 1 at 14. To the extent the prohibited documents were not the subject of the administrative judge’s sanctions order, the appellant has not sufficiently explained so in his petition for review, and we will make no such presumption here. Based on the foregoing, we find that the appellant has failed to establish that the administrative judge abused his discretion in issuing sanctions against the appellant. See 5 C.F.R. §§ 1201.41(b)(11), 1201.43. 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 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.10 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 at11 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,12 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.6 The court of appeals must receive your petition for 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. 115-195,13 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. 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
Montgomery_JamesDC-0752-21-0512-I-2__Final_Order.pdf
2024-05-01
null
DC-0752-21-0512-I-2
NP
1,584
https://www.mspb.gov/decisions/nonprecedential/Montgomery_JamesDC-1221-21-0305-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMES H. MONTGOMERY, III, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-1221-21-0305-W-1 DATE: May 1, 2024 THIS ORDER IS NONPRECEDENTIAL1 James H. Montgomery, III , Augusta, Georgia, pro se. David Myers , 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 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 the case to the regional office for further adjudication, including a hearing, 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 At all times relevant to this appeal, the appellant occupied the position of GS-14 Supervisory Civil Rights Analyst with the Federal Emergency Management Agency (FEMA)’s Office of Equal Rights (OER). In his March 20, 2021 initial appeal to the Board, he claimed that his superiors denied his within-grade increase and committed harmful procedural error in “terminating” his approved sick leave. Initial Appeal File (IAF), Tab 1 at 3, 5. He also stated that management retaliated against him for participating in protected activity, specifying that he “filed complaints and provided oral and written testimony in inquiries reviewing [OER’s] toxic work environment.” Id. at 5. The appellant requested a hearing. Id. at 2. The administrative judge issued a jurisdictional show-cause order addressing all of the appellant’s claims, including his claim of whistleblower retaliation. IAF, Tab 3. In his response, the appellant stated, inter alia, that he filed a whistleblower reprisal complaint with the Office of Special Counsel (OSC) in which he claimed that management had retaliated against him for his participation in investigations of actions and the work environment of OER. IAF, Tab 7 at 6. In his response to a subsequent jurisdictional order, IAF, Tab 13, the appellant alleged “gross mismanagement, abuse of authority, and harassment that created a hostile work environment in the OER” in connection with the following personnel actions: (1) suspending him in October 2019; (2) placing him on a performance improvement plan (PIP) and denying his within-grade increase on November 18, 2020; (3) retroactively denying his previously approved sick leave, and (4) failing to provide him “timely guidance and feedback on [his] assignments.” IAF, Tab 14 at 5-9. The appellant asserted that these actions were taken by three specific OER supervisors. Id. at 5. He further alleged that the actions were in retaliation for the following protected disclosures and activities: (1) his March 19, 2019 response to an Office of Inspector General (OIG) questionnaire; (2) his participation in an OIG interview on June 12, 2019, regarding OER management and the Anti-Harassment Program; (3) a statement he provided to the2 agency’s Office of Professional Responsibility (OPR) on November 21, 2019, regarding the work environment in the OER; (4) his testimony to the agency’s OPR on June 25, 2020, regarding an investigation of the OER work environment; (5) an undated letter he wrote to the then-FEMA Administrator, “to register [his] opposition to [retroactive sick leave denial] and other abuse of power actions by the OER leadership;” and (6) his statement to the agency’s Deputy Associate Administrator regarding the OER work environment. Id. at 5-7. In support of his claim of retaliation, t he appellant also submitted numerous documents, including an unsigned and undated copy of his affidavit in connection with an EEO complaint in which he alleged discrimination based on race, national origin, sex, and age, as well as retaliation for previous EEO activity, Id. at 34-46, and a partial copy of what appeared to be a second EEO complaint. Id. at 92-93. In its response, the agency urged that the appeal be dismissed for lack of jurisdiction because the appellant failed to exhaust his remedy before OSC, because retaliation based on EEO matters cannot be heard in an IRA appeal, and because the appellant failed to nonfrivolously allege that he made protected disclosures that were a contributing factor in a covered personnel action. IAF, Tab 15. In an initial decision based on the written record, the administrative judge first found that the appellant failed to establish Board jurisdiction as an otherwise appealable action over both the alleged denial of his within-grade increase and the termination of his previously approved leave. IAF, Tab 16, Initial Decision (ID) at 6-8. In addressing the appellant’s IRA appeal, the administrative judge found that he failed to show that he exhausted his claims before OSC, ID at 12-15, with the exception of his allegation of retaliation for EEO activity, but that that claim could not be heard in the context of an IRA appeal. ID at 15-17. On review of the appellant’s specific responses to the jurisdictional issues, the administrative judge found that some of the alleged actions of which the appellant complained were not covered personnel actions, ID at 24-26, and3 that he failed to make a nonfrivolous allegation that he engaged in whistleblowing activity regarding several of his proffered disclosures and activities, warranting a dismissal of all claims predicated upon such unprotected disclosures and activities. ID at 17-21. The administrative judge also found that the appellant failed to make a nonfrivolous allegation that he engaged in whistleblowing activity by making a protected disclosure or engaging in protected activity regarding four of his disclosures/activities and that, therefore, the Board lacked jurisdiction over the appellant’s allegations predicated on these disclosures/activities. ID at 21-24. Finally, the administrative judge found that the appellant’s allegations and arguments did not constitute a nonfrivolous allegation that his disclosures or activities were a contributing factor in the agency actions at issue in this appeal. ID at 27-29. For all these reasons, the administrative judge dismissed the appellant’s IRA appeal for lack of jurisdiction. ID at 1, 30. The appellant has filed a petition for review, Petition for Review (PFR) File, Tab 1, and the agency has filed a response, PFR File, Tab 3. ANALYSIS Contrary to the administrative judge’s findings, the appellant exhausted his remedy with OSC regarding some disclosures and activities and some personnel actions. To satisfy the exhaustion requirement of 5 U.S.C. § 1214(a)(3), an appellant must have provided OSC with a sufficient basis to pursue an investigation into his allegations of whistleblower reprisal. Skarada v. Department of Veterans Affairs , 2022 MSPB 17, ¶ 7; Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. Generally, exhaustion can be demonstrated through the appellant’s OSC complaint, evidence that he amended the original complaint, including but not limited to OSC’s preliminary determination letter and other letters from OSC referencing the amended allegations, and the appellant’s written responses to OSC referencing the amended allegations. Skarada, 2022 MSPB 17, ¶ 7; Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). Alternatively, exhaustion may4 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 his appeal. Skarada, 2022 MSPB 17, ¶ 7; Chambers, 2022 MSPB 8, ¶ 11. To establish Board jurisdiction, the appellant must prove exhaustion with OSC by preponderant evidence, not just present nonfrivolous allegations. 5 C.F.R. § 1201.57(c)(1). Although he did not submit a copy of his OSC complaint, the appellant did submit a copy of OSC’s January 5, 2021 preliminary determination to close his complaint, and a copy of its January 19, 2021 final determination to close his complaint. IAF, Tab 7 at 33, 35. The administrative judge considered these two documents from OSC, but found that they were conclusory and provided very limited information concerning specific allegations raised by the appellant. ID at 14-15. We disagree. In its preliminary determination, OSC acknowledged the appellant’s claims that, from August 2018 to the present, he engaged in protected activity when he filed an EEO complaint and provided statements in five inquiries into alleged toxic management behavior in the OER and the taking of unlawful personnel actions and abuse of authority, and when he supported other employees in opposing adverse actions taken against them. IAF, Tab 7 at 35-36. OSC also acknowledged the alleged personnel actions of which the appellant complained as including a 2-day suspension in October 2019, a 5-day suspension in September 2020, a low performance rating on January 30, 2020, receiving no responses to travel vouchers he submitted, receiving insufficient feedback on work assignments, not having his sick leave requests properly addressed, a hostile work environment/harassment, being placed on a PIP, and being denied a within-grade increase. Id. at 35. In its final determination to close his complaint, OSC again described the appellant’s claims that, on multiple occasions, he was asked to provide testimony in connection with internal agency administrative investigations, and that he filed complaints. Id. at 33. Because the appellant5 raised these matters to OSC, as set forth above, he exhausted his remedy with OSC as to those matters. The administrative judge erred in determining that the appellant failed to make the necessary nonfrivolous allegations to support Board jurisdiction. In addition to proving that he exhausted his administrative remedies before OSC, in order to establish Board jurisdiction in an IRA appeal, an appellant must make 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). Linder v. Department of Justice, 122 M.S.P.R. 14, ¶ 6 (2014); see 5 U.S.C. §§ 1214(a)(3), 1221(c)(1). Despite finding that the appellant failed to establish exhaustion, the administrative judge went on to consider whether the appellant nonfrivolously alleged that he made protected disclosures or engaged in protected activity that contributed to the agency’s taking a covered personnel action against him. In determining that the appellant failed to make such allegations, the administrative judge relied upon and, in fact, quoted extensively from, an agency pleading submitted in its response to her order on proof and jurisdiction in which the agency made arguments regarding the evidence, and the administrative judge summarily adopted those findings. IAF, Tab 15; ID at 17-29. In Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020), our reviewing court held that, “when 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 employee alleged sufficient factual matter, accepted as true, to state a claim that is plausible on its face. 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 categories6 or whether the disclosures were a contributing factor to an adverse personnel action.” Id. Because the administrative judge relied heavily on the agency’s interpretation of the evidence, her findings on the sufficiency of the appellant’s nonfrivolous allegations, with one exception, run afoul of Hessami.2 Accordingly, we have reviewed the record to determine whether the appellant has alleged sufficient factual matter, accepted as true, to state a claim that is plausible on its face. Hessami, 979 F.3d at 1369. The appellant nonfrivolously alleged that he made protected disclosures and engaged in protected activity. The appellant alleged below that he made protected disclosures and participated in protected activities. He referred to statements he made and answers he provided in investigatory interviews regarding the OER work environment, specifically, his statement to the agency’s Deputy Associate Administrator on March 25, 2019, his responses to an OIG questionnaire on March 29, 2019, information he provided in an OIG interview on June 12, 2019, and testimony he provided to the OPR on November 21, 2019, and June 25, 2020, in connection with two investigations. IAF, Tab 7 at 7-8. According to the appellant, in all these instances, he detailed abuse of authority by OER leadership, including harassing behavior toward staff and employees who spoke out or filed complaints opposing abusive practices, rating employees unfairly, and not responding to their requests for constructive work feedback. Id. at 6. 2 We agree with the administrative judge’s finding that the Board lacks jurisdiction over the appellant’s claim that the agency retaliated against him for having filed an EEO complaint in which he raised allegations of discrimination and retaliation for prior EEO activity. ID at 15-17. The Board lacks jurisdiction over such claims in the context of an IRA appeal because there is no indication that the substance of the complaint concerned remedying a violation of whistleblower retaliation under 5 U.S.C. § 2302(b) (8), and thus, it does not constitute a nonfrivolous allegation of protected activity under 5 U.S.C. § 2302(b)(9)(A)(i). Young v. Merit Systems Protection Board , 961 F.3d 1323, 1329 (Fed. Cir. 2020); see Edwards v. Department of Labor , 2022 MSPB 9, ¶ 22 (explaining that, in line with long-standing administrative and judicial interpretation, Title VII-related claims are excluded from protection under whistleblower protection statutes).7 We first address the appellant’s alleged responses to and interview with the OIG. Under 5 U.S.C. § 2302(b)(9)(C), an employee engages in protected activity when he cooperates with or discloses information to an agency’s OIG or to OSC “in accordance with applicable provisions of law.” Under that broadly worded provision, any disclosure to the OIG or OSC regardless of its content is protected so long as such disclosure is made in accordance with applicable provisions of law. Fisher v. Department of the Interior , 2023 MSPB 11 ¶ 8. Therefore, the appellant’s claims that he responded to an OIG questionnaire and provided information in an OIG interview constitute a nonfrivolous allegation that he engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C). Regarding the appellant’s alleged responses to the OPR’s inquiries, we note that, prior to December 12, 2017,3 the whistleblower protection statutory scheme at 5 U.S.C. § 2302(b)(9)(C) provided that “cooperating with or disclosing information to the Inspector General of an agency, or the Special Counsel, in accordance with applicable provisions of law,” is protected. However, on that date, section 1097(c)(1) of the National Defense Authorization Act of 2018 amended section 2302(b)(9)(C) to provide that, in addition to an agency’s OIG or OSC, a disclosure to “any other component responsible for internal investigation or review” is also protected.” Edwards v. Department of Labor , 2022 MSPB 9, ¶ 29. We need not determine whether the OPR is such a component. At this stage of the proceeding, the appellant is only required to make a nonfrivolous allegation that he engaged in protected activity. Regarding his alleged responses to the OPR’s inquiries, we find that the appellant has done so.4 As noted, the appellant also alleged that he made protected disclosures in statements to the agency’s Deputy Associate Administrator. According to the 3 All events at issue took place after December 12, 2017, the effective date of the National Defense Authorization Act of 2018. 4 During the merits portion of his appeal on remand, the appellant will be required to establish, inter alia, that the OPR is, in fact, “a component responsible for internal investigation or review.”8 appellant, he told the Deputy Associate Administrator that the OER is a toxic office, that it lacks integrity, and that those whose views are different than management’s are subjected to deliberate attacks on their ability and competence. IAF, Tab 8 at 14. To the extent the appellant’s claims purport to suggest an abuse of authority within the OER, we note that, for purposes of the Whistleblower Protection Act, an abuse of authority occurs when there is 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 other preferred persons. Chavez v. Department of Veterans Affairs , 120 M.S.P.R. 285, ¶ 22 (2013). To the extent the appellant’s claims purport to suggest gross mismanagement within the OER, gross mismanagement means Government action or inaction which creates a substantial risk of significant adverse impact upon the agency’s ability to accomplish its mission. Francis v. Department of the Air Force , 120 M.S.P.R. 138, ¶ 12 (2013). An appellant’s disclosures must be specific and detailed, however, not vague allegations of wrongdoing regarding broad or imprecise matters. Rzucidlo v. Department of the Army, 101 M.S.P.R. 616, ¶ 13 (2006). Here, we find that, as the appellant describes them, the disclosures he made to the agency’s Deputy Associate Administrator are conclusory and lacking in specificity and, as such, do not constitute nonfrivolous allegations that support IRA jurisdiction. The appellant nonfrivolously alleged that he was subjected to covered personnel actions. We have found that the appellant exhausted his remedy with OSC as to five alleged personnel actions that he raised in his appeal to the Board: his October 2019 suspension, his placement on a PIP, the denial of his within-grade increase, the retroactive denial of his sick leave requests, and the agency’s failure to provide him with feedback on his work assignments. He has nonfrivolously alleged that the first four actions are covered personnel actions under 5 U.S.C. § 2302(a)(2)(A)(iii) and (ix). Regarding the fifth alleged action, the agency’s9 failure to provide him with feedback on his work assignments, the appellant has not alleged facts that would support a finding that any such failure on the agency’s part resulted in a significant change in duties, responsibilities, or working conditions. 5 U.S.C. § 2302(a)(2)(A)(xii). In Skarada, 2022 MSPB 17, ¶¶ 15-16, the Board clarified, that under this category of covered personnel action, the change must have a practical and significant impact on the overall nature of an employee’s working conditions, responsibilities, or duties. Other than stating that the agency failed to provide him with feedback on his work assignment and that managers’ responses often came after a project’s deadline, IAF, Tab 14 at 8, the appellant has not indicated that the agency’s action had a significant impact on his working conditions, and therefore, he has not made a nonfrivolous allegation that the agency’s action constituted a covered personnel action. The appellant nonfrivolously alleged that his protected activity was a contributing factor in some personnel actions. To satisfy the contributing factor criterion at the jurisdictional stage of an IRA appeal, the appellant need only raise a nonfrivolous allegation that the fact or the content of the protected disclosure, or the fact of the protected activity, was one factor that tended to affect a covered personnel action in any way. Salerno v. Department of the Interior , 123 M.S.P.R. 230, 13 (2016). One way to establish the contributing factor criterion is the knowledge/timing test, under which an employee may nonfrivolously allege that the protected disclosure or activity was a contributing factor in a personnel action through circumstantial evidence, such as evidence that the official who took the 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. Ontivero v. Department of Homeland Security , 117 M.S.P.R. 600, ¶ 21 (2012). Regarding the knowledge part of the knowledge/timing test, the appellant asserts that his protected activity10 was directed at OER leadership, and that they were aware of the statements, allegations, participation, and opposition and were required to respond by affidavit to the issues raised. IAF, Tab 8 at 14. Given that these individuals were the same persons who were responsible for the alleged covered personnel actions (the appellant’s two first-level supervisors and his second-level supervisor), we find that the appellant has raised a nonfrivolous allegation that they had knowledge of his involvement in the OIG and OPR inquiries. Regarding the timing portion of the knowledge/timing test, the appellant asserts that he answered the OIG’s questionnaire on March 19, 2019, and was interviewed by the OIG on June 12, 2019, and that he provided testimony to the OPR on November 21, 2019, and June 25, 2020. IAF, Tab 7 at 4-5. He further asserts that the agency suspended him on October 10, 2019, placed him on a PIP and denied his within-grade increase on November 18, 2020, and retroactively denied his sick leave request on October 28, 2020. IAF, Tab 14 at 9. Under the circumstances, we find that the appellant has nonfrivolously alleged that a reasonable person could conclude that the protected activity was a contributing factor in the covered personnel actions. Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 25 (2016) (finding that a personnel action that occurs within 2 years of a protected disclosure satisfies the timing portion of the knowledge/timing test). Because the appellant has established the Board’s jurisdiction over his IRA appeal, it must be remanded to the regional office for adjudication on the merits, including the hearing the appellant requested. Linder, 122 M.S.P.R. 14, ¶ 6. 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 address the appellant’s claimed protected activity of making statements and responding to OIG regarding the OER work environment,11 and his similarly responding to the OPR. The administrative judge shall further address the appellant’s following claimed personnel actions: his October 2019 suspension, his placement on a PIP and the denial of his within-grade increase, and the retroactive denial of his sick leave requests. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Montgomery_JamesDC-1221-21-0305-W-1__Remand_Order.pdf
2024-05-01
null
DC-1221-21-0305-W-1
NP
1,585
https://www.mspb.gov/decisions/nonprecedential/Heggins_EleshiaDA-0752-18-0540-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ELESHIA HEGGINS, Appellant, v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, Agency.DOCKET NUMBER DA-0752-18-0540-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Don T. O’Bannon , Esquire, Dallas, Texas, for the appellant. Mary C. Merchant , Esquire, Sakeena M. Adams , Esquire, and Taylor L. Baronich , Esquire, Fort Worth, 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 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. Except as expressly MODIFIED to clarify the administrative judge’s analysis in sustaining the charge of lack of candor, we AFFIRM the initial decision. On petition for review, the appellant argues that the agency: (1) failed to prove its charge of falsification of time and attendance records; (2) failed to prove the third specification of the charge of lack of candor; and (3) failed to provide her with requested union representation or notify her of her right to union representation prior to her interview with agents of the agency’s Office of Inspector General. Petition for Review File, Tab 1. She does not challenge the administrative judge’s findings that she failed to prove her remaining affirmative defenses, that a nexus exists between her conduct and the efficiency of the service, and that the penalty of removal did not exceed the bounds of reasonableness. We have reviewed the appellant’s arguments regarding the agency’s failure to prove its charge of falsification, as well as her argument that the agency failed to provide her with her requested union representation or notice of her right to union representation, and affirm the administrative judge’s findings for the reasons set forth in the initial decision. Initial Appeal File (IAF), Tab 51, Initial Decision (ID); see Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (finding no reason to disturb the administrative judge’s findings2 when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on the issue of credibility). We find the appellant’s argument regarding the third specification of the lack of candor charge to be without merit; however, we clarify the administrative judge’s analysis of this charge. An agency alleging lack of candor must prove (1) that the employee gave incorrect or incomplete information and (2) that she did so knowingly. Fargnoli v. Department of Commerce , 123 M.S.P.R. 330, ¶ 17 (2016). The agency’s sustained specifications provided that the appellant “knowingly” provided incorrect information to agency officials. IAF, Tab 14 at 28-38. However, the administrative judge found that, for each sustained specification, the appellant supplied incorrect information to agency officials and, in doing so, “intended to deceive” the agency. ID at 11-14. Although lack of candor “necessarily involves an element of deception,” “intent to deceive” is not a separate element of the offense, as it is for falsification. Ludlum v. Department of Justice, 278 F.3d 1280, 1284-85 (Fed. Cir. 2002). It was not necessary for the administrative judge to find the appellant’s conduct intentional to sustain the lack of candor charge. ID at 11-14; see Prouty v. General Services Administration , 122 M.S.P.R. 117, ¶ 16 (2014) (observing that the Board is required to review the agency’s decision on an adverse action solely on the grounds invoked by the agency). Any error that the administrative judge made in her findings was not prejudicial to the appellant, however, because a finding of intent implicitly includes a finding that the appellant’s conduct was knowing. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (providing that an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of the initial decision). Accordingly, the administrative judge properly found that the agency proved its charge of lack of candor. ID at 11-16. We affirm the initial decision, as modified herein. 3 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 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 any5 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’s6 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
Heggins_EleshiaDA-0752-18-0540-I-1__Final_Order.pdf
2024-05-01
ELESHIA HEGGINS v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, MSPB Docket No. DA-0752-18-0540-I-1, May 1, 2024
DA-0752-18-0540-I-1
NP
1,586
https://www.mspb.gov/decisions/nonprecedential/Heggins_EleshiaDA-0752-16-0072-C-3 Remand Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ELESHIA HEGGINS, Appellant, v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, Agency.DOCKET NUMBER DA-0752-16-0072-C-3 DATE: May 1, 2024 THIS ORDER IS NONPRECEDENTIAL1 Mark Matulef , Esquire, Washington, D.C., for the appellant. Marcus R. Patton , Esquire, and Taylor L. Baronich , Esquire, Fort Worth, 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 denied her petition for enforcement of a settlement agreement. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE 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 Dallas Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND In November 2015, the appellant filed a Board appeal challenging her November 12, 2015 removal from the position of Program Analyst in the agency’s Fort Worth Asset Management Division, Southwest Multifamily Regional Center. Heggins v. Department of Housing and Urban Development , MSPB Docket No. DA-0752-16-0072-I-1, Initial Appeal File (IAF), Tab 1. On January 14, 2016, the parties executed a settlement agreement resolving the appeal, and the administrative judge incorporated the agreement into the record and dismissed the appeal. IAF, Tabs 22-23. The agreement provided, in relevant part, that the appellant agreed to withdraw her appeal and any other complaints, grievances, or claims she had filed; and to waive the right to file any other complaint, claim, lawsuit, grievance, or appeal against the agency regarding any matter that was or could have been raised through the date of execution of the agreement, except as necessary to seek enforcement of the agreement. IAF, Tab 22 at 5. In exchange, the agency agreed to mitigate the appellant’s removal to a 74-day suspension, to rescind a July 30, 2015 reprimand and remove all references to it from the appellant’s official personnel file, and to reassign the appellant. Id. at 5-6. In September 2017, the appellant filed a petition for enforcement of the settlement agreement. Heggins v. Department of Housing and Urban Development, MSPB Docket No. DA-0752-16-0072-C-1, Compliance File (CF), Tab 1. The administrative judge dismissed the petition for enforcement as moot, finding that: (1) although the agency had issued a September 25, 2017 proposal to suspend the appellant for 14 days that referenced the July 30, 2015 reprimand, it had issued an amended proposal that did not reference the reprimand, and the appellant had received all of the relief to which she was entitled regarding this2 issue; (2) the agreement did not require the agency to change its timekeeping records, reflecting that the appellant was absent without official leave (AWOL), on which the July 30, 2015 reprimand was based; and (3) the appellant’s other claims regarding the proposed 14-day suspension and retaliation were outside the scope of the agreement. CF, Tab 15, Compliance Initial Decision (CID) at 3-6. The compliance initial decision became final on December 4, 2017, when neither the appellant nor the agency filed a petition for review. CID at 6. In February 2018, the appellant filed a second petition for enforcement of the settlement agreement. Heggins v. Department of Housing and Urban Development, MSPB Docket No. DA-0752-16-0072-C-2, Compliance File (C-2 CF), Tab 1. The administrative judge denied the petition for enforcement, finding that: (1) the agreement did not require the agency to change the appellant’s pay status for 6 hours of AWOL incurred in July 2015, on which the July 30, 2015 reprimand was based, or for 3 hours of AWOL incurred on November 12, 2015; and (2) the agency’s placement of the appellant in a non-pay status for 8 hours on November 13, 2015, the first day of the 74-day suspension set forth in the agreement, complied with the agreement. C-2 CF, Tab 9, Compliance Initial Decision (C-2 CID) at 3-4. The compliance initial decision became final on May 11, 2018, when neither party filed a petition for review. C-2 CID at 4. In July 2018, the appellant filed a third petition for enforcement of the settlement agreement, alleging that the agency had subjected her to harassment and retaliation for filing her prior Board appeal, an equal employment opportunity (EEO) complaint, and a U.S. district court case. Heggins v. Department of Housing and Urban Development , MSPB Docket No. DA-0752-16-0072-C-3, Compliance File (C-3 CF), Tabs 1-2. She alleged that the harassment and retaliation occurred in the form of unwanted verbal remarks and physical contact from agency employees, a proposed 14-day suspension, placement on administrative leave, an Office of Inspector General (OIG) investigation, and a3 second proposal to remove her. C-3 CF, Tabs 1-2, 6-7. The administrative judge denied the petition, finding that: (1) the appellant had failed to show how the second proposal to remove her or other instances of purported mistreatment violated the settlement agreement; (2) her claims of discrimination and retaliation were outside the scope of the agreement; (3) the appellant’s supervisor’s statements to the agency’s OIG that the appellant “has been associated with other work related problems including being absent without leave in 2015,” and that her “termination was initiated by HUD but later [she] was rehired after she allegedly filed a complaint for wrongful termination” did not violate the settlement agreement; and (4) the appellant was barred by collateral estoppel from challenging the proposal to suspend the appellant for 14 days because the administrative judge had addressed it in her initial decision regarding her first petition for enforcement. C-3 CF, Tab 8, Compliance Initial Decision (C -3 CID) at 5-7. The appellant has timely filed a petition for review of the third compliance initial decision. Heggins v. Department of Housing and Urban Development , MSPB Docket No. DA-0752-16-0072-C-3, Compliance Petition for Review (CPFR) File, Tab 1. The agency has opposed the petition. CPFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The Board has the authority to enforce a settlement agreement that has been entered into the record in the same manner as any final Board decision or order. Vance v. Department of the Interior , 114 M.S.P.R. 679, ¶ 6 (2010). A settlement agreement is a contract, and the Board will therefore adjudicate a petition to enforce a settlement agreement in accordance with contract law. Id. In a compliance action based on a settlement agreement, the burden of proving noncompliance rests with the party asserting that the agreement has been breached. Raymond v. Department of the Navy , 116 M.S.P.R. 223, ¶ 4 (2011). The appellant, as the party asserting the breach, must show that the agency failed4 to abide by the terms of the settlement agreement. Id. The agency nonetheless is required to produce evidence that it has complied with the settlement agreement. Id. As set forth below, we find each of the appellant’s claims on review to be without merit, except for her allegation of retaliation following the execution of the settlement agreement, which warrants the remand of this matter to the regional office. The appellant’s claims regarding the agency’s actions prior to the execution of the January 14, 2016 settlement agreement are waived under the settlement agreement. On review, the appellant details numerous actions taken by the agency that she alleges are retaliatory.2 CPFR File, Tab 1 at 4-6. First, the appellant alleges that, on June 29, 2015, her supervisor changed her schedule without warning, and that, on or about July 22, 2015, she was falsely accused of being AWOL. Id. at 4. The appellant also asserts that she reported to the agency’s OIG and to a congressional member “as a whistleblower,” and that her November 12, 2015 removal was retaliation for these actions.3 Id. These claims of retaliation prior to the January 14, 2016 execution of the settlement agreement are foreclosed by the 2 On review, the appellant does not appear to dispute the administrative judge’s finding that she is estopped from claiming that the September 25, 2017 proposal to suspend her for 14 days mentioned the rescinded July 30, 2015 reprimand in violation of the settlement agreement, and we discern no reason to disturb this ruling, as the issue was actually litigated and was necessary to the administrative judge’s decision dismissing the appellant’s first petition for enforcement as moot. C-3 CID at 7; CID at 3-6; see Hau v. Department of Homeland Security , 123 M.S.P.R. 620, ¶ 13 (2016 ) (holding that collateral estoppel is appropriate when: (1) the issue is identical to that involved in the prior action; (2) the issue was actually litigated in the prior action; (3) the determination of the issue in the prior action was necessary to the resulting judgment; and (4) the party against whom issue preclusion is sought had a full and fair opportunity to litigate the issue in the prior action, either as a party to the earlier action or as one whose interests were otherwise fully represented in that action), aff’d sub. nom. Bryant v. Merit Systems Protection Board , 878 F.3d 1320 (Fed. Cir. 2017 ). The appellant has also declined to challenge the administrative judge’s finding that the agency did not improperly reference the July 30, 2015 reprimand or otherwise violate the settlement agreement in issuing the July 20, 2018 proposal to remove her, and we see no reason to disturb that finding. C-3 CID at 5-7. 5 terms of the settlement agreement. The settlement agreement provides, in relevant part, that the appellant “agrees to forever release and waive the right to file any complaint, claim, lawsuit, grievance, or appeal against the Agency . . . regarding any matter that was or could have been raised up through the date of the execution of this Agreement, except as may be necessary to seek enforcement of the terms of this Agreement.” IAF, Tab 22 at 5. Accordingly, we decline to consider the appellant’s allegations of retaliation prior to the execution of the agreement. See, e.g., Clede v. Department of the Air Force , 72 M.S.P.R. 279, 282-83 (1996) (“An appellant’s waiver of Board appeal rights in a settlement agreement is enforceable and not against public policy if the terms of the waiver are comprehensive, freely made, and fair, and the execution of the waiver was not the result of duress or bad faith on the part of the agency”), aff’d, 113 F.3d 1257 (Fed. Cir. 1997) (Table). The Board lacks jurisdiction over the appellant’s claims of discrimination and retaliation for protected whistleblowing activity in this compliance proceeding. The appellant asserts that she filed EEO complaints in 2015 and 2017 and a Board appeal in 2015. CPFR File, Tab 1 at 4. She further asserts that, after she filed her 2015 Board appeal and “won [her] job back,” the “retaliation never stopped,” and that her new supervisor belittled her and other supervisors spoke harshly to her. Id. The appellant asserts that she is the only young, African American female analyst within a six-state region with a secret clearance. Id. She claims that, under a new supervisor, she was denied training, medical treatment, the ability to care for her mother during surgery, and the ability to grieve her deceased brother. Id. at 5. She also asserts that her supervisor has lied 3 The appellant also asserts on review that the agency’s management had “unsavory alliances” with the union and that she suffered weight loss. CPFR File, Tab 1 at 4. The appellant did not raise these claims below, and we decline to consider them on review. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980 ) (providing 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).6 and attempted to suspend her for a statement that she did not make and grabbed her three times, and that the new director is racist. Id. She states that she reported the grabbing incident “to EEO” and that her request to be reassigned from the department was denied. Id. The appellant did not raise before the administrative judge her claims regarding the denial of training, medical treatment, the ability to care for her mother, the ability to grieve her brother, or the new director, and we decline to consider them. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). To the extent that the appellant alleges that the agency has subjected her to discrimination on the basis of her race, gender, age, or disability, or retaliation for her protected EEO activity, the Board does not have jurisdiction over such claims in the absence of an otherwise appealable action. Pridgen v. Office of Management and Budget , 117 M.S.P.R. 665, ¶ 7 (2012) (stating that the Board does not have jurisdiction over discrimination claims absent an otherwise appealable action). A breach of a settlement agreement is not an independently appealable action. Kuykendall v. Department of Veterans Affairs , 68 M.S.P.R. 314, 329 (1995). The administrative judge thus properly declined to consider the appellant’s claims of discrimination. C-3 CID at 5. The appellant also alleges that she was retaliated against for providing the Board with “whistleblower information” such as the sale of pornographic items at work. CPFR File, Tab 1 at 5. To the extent that the appellant alleges that the agency retaliated against her for engaging in protected whistleblowing activity, the Board is similarly without jurisdiction to consider the appellant’s allegations in determining whether the agency breached the settlement agreement. See Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980) (holding 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 (D.C. Cir. 1982); see also Kuykendall , 68 M.S.P.R. at 329 (providing that the appellant’s claims under 5 U.S.C. § 2302(b)(1) and (b)(9) were immaterial to the issue of whether the agency7 breached the settlement agreement). Should the appellant wish to file an individual right of action appeal claiming reprisal for whistleblowing, she may do so consistent with statute and the Board’s regulations. The appellant’s claims of retaliation following the execution of the settlement agreement warrant the remand of this matter for further adjudication. Finally, the appellant alleges that the agency engaged in unlawful retaliation when it failed to execute a proposed settlement agreement, placed her on administrative leave, initiated an OIG investigation, denied her legal representation, did not inform her of her Weingarten rights, forced her to give responses to an OIG investigator, gave false descriptions of her, and proposed her removal on July 20, 2018.4 CPFR File, Tab 1 at 5-6. The appellant raised in her petition for review, and throughout this compliance proceeding, the claim that the agency has retaliated against her for filing her Board appeal and returning to work as the result of the settlement of her appeal. Id. at 4; C-3 CF, Tabs 1-2. Implicit in any settlement agreement is a requirement that the parties fulfill their respective contractual obligations in good faith. Kuykendall, 68 M.S.P.R. at 323. Even if an agreement does not explicitly prohibit retaliation or harassment, an agency’s post -settlement harassment and retaliation against an appellant may constitute bad faith in implementing a reinstatement term, and thereby establish agency noncompliance with the settlement agreement. Stasiuk v. Department of the Army , 118 M.S.P.R. 1, ¶ 7 (2012); Kuykendall, 68 M.S.P.R. at 323-24. To establish that an agency breached the implied covenant of good faith with respect to a reinstatement term, an appellant must show that the agency’s proven retaliatory or harassing actions, 4 The appellant appears to refer to National Labor Relations Board v. Weingarten, Inc. , 420 U.S. 251 (1975 ), which held that an employee has a right to union representation during an investigatory interview when the employee reasonably believes that discipline may result. Weingarten, 420 U.S. at 267. Although Weingarten only applies to private sector employees, Congress has granted Federal employees Weingarten-type rights, as set forth in 5 U.S.C. § 7114(a)(2). The appellant did not allege below that the agency did not inform her of her Weingarten rights and thus we decline to consider this claim. See Avansino, 3 M.S.P.R. at 214. 8 under the totality of the circumstances, amounted to an unjustified and substantial deprivation of rights as an incumbent of the position in question. Stasiuk, 118 M.S.P.R. 1, ¶ 7. A mere showing of some frictions, misunderstandings, or unpleasantness between the appellant and other employees or managers is insufficient to meet this burden. Id. Here, the administrative judge did not consider whether the appellant’s claims of retaliation and harassment were allegations that the agency acted in bad faith in implementing the settlement agreement. The record is not sufficiently developed to resolve this issue in the first instance on review. See Williams v. Department of the Navy , 79 M.S.P.R. 364, 367 (1998) (remanding for further development of the record a claim that the agency acted in bad faith in implementing a reinstatement order when the agency did not respond to the appellant’s allegations of harassment and retaliation). In addition, neither the administrative judge nor the agency apprised the appellant of the means to establish noncompliance with a settlement agreement based upon bad faith. Accordingly, this matter must be remanded to the regional office for further adjudication regarding this issue. See Stasiuk, 118 M.S.P.R. 1, ¶ 8 (remanding a compliance matter for further adjudication when the administrative judge did not provide notice to the appellant of the means to establish noncompliance based upon bad faith). On remand, the administrative judge shall afford the parties an opportunity to present evidence and argument as to whether the agency violated the implied covenant of good faith in implementing the terms of the settlement agreement.9 ORDER For the reasons discussed above, we REMAND this case to the Dallas Regional Office for further adjudication in accordance with this Remand Order. In the remand initial decision, the administrative judge may reincorporate prior findings as appropriate, consistent with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Heggins_EleshiaDA-0752-16-0072-C-3 Remand Order.pdf
2024-05-01
ELESHIA HEGGINS v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, MSPB Docket No. DA-0752-16-0072-C-3, May 1, 2024
DA-0752-16-0072-C-3
NP
1,587
https://www.mspb.gov/decisions/nonprecedential/Jones-Sailor_Geraldine_AT-0752-17-0280-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GERALDINE JONES-SAILOR, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER AT-0752-17-0280-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jerry Girly , Esquire, Orlando, Florida, for the appellant. Kathleen Harne , Esquire, Washington, D.C., for the agency. Lee R. Jones , Kansas City, Kansas, 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 alleged involuntary retirement appeal for lack of jurisdiction. On petition for review, the appellant challenges the administrative judge’s jurisdictional finding, arguing that she made erroneous findings of fact and improperly interpreted statutes. Generally, we grant petitions such as this one 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). 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 supplement the administrative judge’s analysis regarding the appellant’s claims that her retirement was coerced by the agency’s unjustified failure to accommodate her disability and by sexual harassment, we AFFIRM the initial decision. ¶2The appellant was employed as a GS-11 Correctional Treatment Specialist (Case Manager) at a Bureau of Prisons correctional facility where she had been employed since 1985. Hearing Transcript (HT) at 7 (testimony of the appellant). Her position was designated as a law enforcement position. Initial Appeal File (IAF), Tab 12, Appellant’s Exhibit C. Case Managers were generally assigned to units on the same floor as the inmates whose cases they managed. However, the appellant was assigned to a unit on the first floor, even though the inmates whose cases she managed were housed on the second floor, and they were required to be brought to her when she needed to see them. This arrangement was based on an informal accommodation due to the appellant’s claimed difficulty in navigating stairs as a result of an injury she suffered to her neck, shoulder, and back. IAF, Tab 6 at 36-37 (Final Agency Decision (FAD)).2 ¶3When a new supervisor arrived in August 2014, he informed the appellant that her informal accommodation had expired and that she would have to move her office to the second floor or provide updated medical documentation. IAF, Tab 19 at 75-76; Tab 17 at 18. In response, the appellant submitted a Department of Justice (DOJ) Form 100A, Request for Reasonable Accommodation, asking to work in a lower level building “to avoid health damage to [her] physical body and mental well- being” and stating that she was unable to climb stairs and lift over 10 pounds. IAF, Tab 12, Appellant’s Exhibit I. In support of her request, she submitted a September 15, 2014 form from a treating physician, stating that the appellant had suffered an injury to her shoulder, neck, and back and seeking the same accommodations. Id., Appellant’s Exhibit H. The appellant’s supervisor responded by requesting additional specific information from the appellant’s physician. Id., Appellant’s Exhibit J. The appellant then submitted another DOJ Form 100A requesting the same accommodations, id., Appellant’s Exhibit K, accompanied by a November 4, 2014 supporting letter from her physician, asking for the same accommodations for 12 weeks and indicating that the appellant would be reassessed at the end of that period, id., Appellant’s Exhibit L. On November 19, 2014, the appellant’s supervisor officially denied her reasonable accommodation request as not supported by documentation, medical or otherwise, and also stated that her requested accommodation would be ineffective, cause the agency undue hardship, and remove essential functions from her law enforcement position. Id., Appellant’s Exhibit M. ¶4On December 8, 2014, the appellant filed an equal employment opportunity (EEO) complaint based on sex, age, disability (physical/mental), and reprisal in which she challenged a number of agency actions.2 IAF, Tab 6 at 34-35 (FAD). She later amended her complaint to include the matter that is the subject of this appeal. On January 21, 2015, the agency directed the appellant to report for a 2 The appellant did not return to work beginning in late September 2014 and continuing until the action here under review and was carried as absent without leave during this time. IAF, Tab 7 at 33-51; Tab 19 at 19.3 fitness-for-duty examination to determine if she was medically able to perform the duties of her position. IAF, Tab 19 at 59. She reported for the examination but left before it was conducted. HT at 53 (testimony of the appellant). On May 13, 2015, the appellant submitted paperwork to retire, providing, as the reason, that “[management] continues to retaliate and discriminate against me.” IAF, Tab 6 at 222. The action was effective on May 29, 2015. IAF, Tab 7 at 7. The agency issued its FAD on the appellant’s EEO complaint on January 23, 2017, finding that she had not established any of her claims. IAF, Tab 6 at 35-62. On appeal from that decision, the appellant challenged her retirement as involuntary, IAF, Tab 1 at 2, and requested a hearing, id. at 1. ¶5The administrative judge issued an Order on Jurisdiction and Proof Requirements regarding appeals of alleged involuntary actions, IAF, Tab 3, to which the appellant responded, IAF, Tab 8. On review of the parties’ submissions, the administrative judge determined that the appellant was entitled to a jurisdictional hearing which was duly scheduled and convened. IAF, Tab 9 at 1. Thereafter, the administrative judge issued an initial decision in which she dismissed the appeal for lack of jurisdiction. IAF, Tab 30, Initial Decision (ID) at 1, 11. The administrative judge considered the incidents upon which the appellant relied in support of her claim, but found that a reasonable person in the appellant’s position would not have felt compelled to retire under the circumstances. ID at 611. The appellant has filed a petition for review, to which the agency has not responded.3 Petition for Review (PFR) File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW ¶6Generally, an appellant may overcome the presumption that a retirement is voluntary by showing that it resulted from misinformation or deception by the 3 With her petition for review, the appellant has submitted a copy of the hearing transcript, Petition for Review File, Tab 3, not certified by the court reporter, id. at 411. We have not considered it, but rather have considered the certified copy provided to the Board by the court reporter as it constitutes the official hearing record. 5 C.F.R. § 1201.53(b).4 agency or was the product of coercion by the agency. Terban v. Department of Energy, 216 F.3d 1021, 1024 (Fed. Cir 2000). The touchstone of the “voluntariness” is whether, considering the totality of the circumstances, factors operated on the employee’s decision-making process that deprived her of freedom of choice. Coufal v. Department of Justice , 98 M.S.P.R. 31, ¶ 22 (2004); Heining v. General Services Administration , 68 M.S.P.R. 513, 519-20 (1995). Therefore, in order to establish involuntariness on the basis of coercion, an appellant must show that the agency effectively imposed the terms of the retirement, that she had no realistic alternative but to retire, and that the retirement was the result of improper acts by the agency. The Board will find a retirement involuntary when the employee demonstrates that the employer engaged in a course of action that made working conditions so difficult or unpleasant that a reasonable person in that employee’s position would have felt compelled to retire. Markon v. Department of State , 71 M.S.P.R. 574, 577-78 (1996). This mode of analysis remains appropriate when the appellant’s appeal is from an agency’s FAD based on the employee’s underlying complaint in which she claims that her retirement was involuntary based on discrimination. See, e.g., Williams v. Department of Agriculture, 106 M.S.P.R. 677, ¶¶ 10-11 (2007). When allegations of discrimination and reprisal for prior EEO activity are made in connection with a claim of involuntariness, such allegations may only be addressed insofar as they relate to the issue of voluntariness and not whether they would establish discrimination or reprisal as an affirmative defense. Pickens v. Social Security Administration, 88 M.S.P.R. 525, ¶ 6 (2001). Thus, evidence of discrimination or reprisal goes to the ultimate question of coercion. Id. ¶7The appellant first challenges the administrative judge’s finding that, because the appellant’s requested accommodation would eliminate the essential functions of her position, there was no reasonable accommodation available. ID at 8. The appellant asserts that she is physically able to perform her duties and that she did so successfully under the accommodation before her new supervisor5 arrived. PFR File, Tab 1 at 9. However, the issue in this case is not whether the agency was required to grant the appellant’s requested accommodation, but rather the extent to which the agency’s failure to continue her informal accommodation was a factor in her decision to retire. Pickens, 88 M.S.P.R. 525, ¶ 6. Chapter 75 jurisdiction may be established over a disability retirement if the agency unjustifiably refused to offer the employee a reasonable accommodation that would have allowed her to continue working. PFR File, Tab 1 at 9-10; see SanSoucie v. Department of Agriculture , 116 M.S.P.R. 149, ¶ 15 (2011); Nordhoff v. Department of the Navy , 78 M.S.P.R. 88, 91 (1998), aff’d, 185 F.3d 886 (Fed. Cir. 1999) (Table). We disagree, however, that the analysis in this appeal should be restricted to that applicable in disability retirement situations because the appellant did not, in fact, retire on disability.4 We therefore modify the initial decision to the extent the administrative judge applied the standard for disability retirements to the instant case. ID at 7. Nevertheless, we understand the appellant’s broader point that the administrative judge failed to make a sufficient analysis of her claim that her retirement was coerced by the agency’s unjustified failure to accommodate her disability. ¶8We agree with the appellant that the administrative judge did not sufficiently analyze this claim. The administrative judge noted that, in support of her claim, the appellant testified that she is physically able to perform the duties of her position as a Case Manager but that her medical restrictions require she stay on the first floor, not climb stairs, and not lift or pull more than 10 pounds. ID at 7; HT (testimony of the appellant). The administrative judge noted that, in addition to the duties pertaining to appellant’s position as a Case Manager, such as counseling inmates and implementing and monitoring their treatment plans, the 4 We note that we use the term “restricted” because that is just what the Nordhoff line of cases does; it restricts chapter 75 jurisdiction over disability retirements to situations in which reasonable accommodation was available. Okleson v. U.S. Postal Service , 90 M.S.P.R. 415, ¶ 7 (2001). Thus, even if we were to apply this standard to the appellant’s case, it would not inure to her benefit.6 appellant was also required to perform law enforcement functions and respond to emergencies when needed. Citing to the appellant’s position description, the administrative judge found that the appellant’s medical limitations required more than a modification of her working conditions. ID at 8. The administrative judge concluded that, if the appellant could not perform her law enforcement duties, there was no reasonable accommodation available because she could not perform the essential functions of her position. Id. However, as raised by the appellant on review, the administrative judge did not address the fact that the appellant had been performing her Case Manager duties successfully for some time with the informal accommodation, that she could climb stairs if necessary, and that she had responded to emergency alarms as necessary. PFR File, Tab 3 at 5-7, 9; HT at 82, 84, 112 (testimony of the appellant). We find the agency’s explanation for denying the appellant a reasonable accommodation in denying her request to work on the first floor to be unpersuasive. Notwithstanding the agency's unpersuasive analysis in this regard, the agency’s shortcomings in the reasonable accommodation process are simply a factor to be considered in assessing whether a resignation was involuntary. Brown v. U.S. Postal Service , 115 M.S.P.R. 609, ¶ 16, aff’d, 469 F. App’x 852 (Fed. Cir. 2011). The Board examines the totality of the circumstances under an objective standard to determine voluntariness and does not rely on the employee’s purely subjective evaluation. Coufal, 98 M.S.P.R. 31, ¶ 22. As further explained below, the appellant has not shown that this rendered her working conditions so intolerable that a reasonable person in her position would have felt compelled to resign. See Vitale v. Department of Veterans Affairs , 107 M.S.P.R. 501, ¶ 26 (2007) (finding that, although an agency official may have caused the appellant apprehension and exacerbated his medical ailments, the appellant failed to establish that his working conditions were so intolerable that a reasonable person in his position would have felt compelled to retire).7 ¶9The appellant also argues on review that she was placed in an absent without leave status because she was sent home for her own safety. PFR File, Tab 3 at 6-7. She alleges that she refused to take any form of personal leave because she had been able to perform the duties of her Case Manager position with an accommodation. While a resignation or retirement procured in violation of the regulations for granting leave may be coercive, the appellant did not assert that she was denied any request to use leave. Cf. Landahl v. Department of Commerce, 83 M.S.P.R. 40, ¶¶ 7-11 (1999) (finding a nonfrivolous allegation of involuntariness based on the appellant's claim that the agency coerced his resignation by violating the regulations for granting leave under the Family and Medical Leave Act of 1993). Moreover, to the extent that the appellant’s claim might have formed the basis for a constructive suspension appeal, there is no indication that she filed any such appeal. See Schultz v. U.S. Postal Service , 78 M.S.P.R. 159, 163 (1998) (holding that, if a disabled employee who is absent from work requests to return with altered duties or working conditions, and if there was a reasonable accommodation available that the agency was bound by the Rehabilitation Act to offer but did not, the employee’s absence becomes a constructive suspension). ¶10Further, the appellant reiterates on review her allegations that she was subjected to sexual harassment by male inmates and that the agency took no steps to remedy the situation. PFR File, Tab 3 at 10-12. We modify the initial decision to further address the appellant’s assertions. In support of these allegations, the appellant notes that the agency settled a class action suit about the rampant sexual harassment that occurred in that facility. Id. at 11. The administrative judge considered the appellant’s testimony that inmates would make cat calls towards her, use offensive and crude language, and expose themselves. ID at 9 & n.8. However, the administrative judge found that a reasonable person in the appellant’s position—a Case Manager with over 29 years of experience with the Federal Bureau of Prisons—would not have felt compelled to retire. ID at 10.8 While the appellant has raised serious allegations of sexual harassment, we ultimately agree with the administrative judge’s conclusion. In relevant part, the appellant has not alleged that the harassment she endured escalated to a level that potentially endangered her safety. See Bates v. Department of Justice , 70 M.S.P.R. 659, 671-72 (1996) (finding that the appellant was effectively coerced into resigning by the continuous and unredressed pattern of harassment, which had escalated to a level potentially endangering her safety). While the appellant may have been subjected to stressful working conditions, it is well-settled that an employee is not guaranteed a stress-free work environment and difficult or unpleasant working conditions generally are not so intolerable as to compel a reasonable person to resign. Miller v. Department of Defense , 85 M.S.P.R. 310, ¶ 32 (2000). ¶11Considering all of the evidence together, we find that the appellant’s retirement was precipitated by several factors, some of which were the result of wrongful agency actions and some of which were not. Nevertheless, in the final analysis, we agree with the administrative judge that this case turns on the voluntariness element, i.e., whether the appellant had a meaningful choice in her retirement. See Coufal, 98 M.S.P.R. 31, ¶ 22. We further agree with the administrative judge that the appellant failed to establish this element. ¶12Although the appellant’s retirement was precipitated in part by the agency’s wrongful actions in connection with her reasonable accommodation request, the combined circumstances were not of the nature and severity that would have made a reasonable person in the appellant’s situation believe that she had no realistic alternative but to retire. While a reasonable person might have felt that retirement was her best option, she would not have felt that it was her only option. See Lawson v. U.S. Postal Service , 68 M.S.P.R. 345, 350 (1995) (finding that the fact that an employee is faced with an inherently unpleasant situation or that her choices are limited to unpleasant alternatives does not make her decision involuntary). Moreover, the most probative evidence of9 involuntariness will usually be evidence in which there is a relatively short period of time between the employer’s alleged coercive act and the employee’s retirement. Terban, 216 F.3d at 1024. In the instant case, the appellant has not established any precipitating event that occurred relatively close in time to the retirement that would have given a reasonable employee no choice but to retire. See id. at 1025; cf. Bates, 70 M.S.P.R. at 671-72 (while the Board considered evidence of a 5-year period of harassment, that evidence only served to put into context the life-endangering incident that precipitated her retirement). The length of time between which the appellant filed her EEO complaint and then retired also undermines her claim that her retirement was involuntary due to intolerable working conditions. The appellant initially raised allegations of discrimination on December 8, 2014, when she filed her EEO complaint, but she did not file an application for retirement until May 13, 2015. IAF, Tab 6 at 34-35, 222. This 5-month lapse of time undercuts the appellant’s assertion that her working conditions were so intolerable as to have compelled her retirement. Searcy v. Department of Commerce , 114 M.S.P.R. 281, ¶ 13 (2010). ¶13We therefore find that the appellant’s retirement was not involuntary and that she has not established jurisdiction over her retirement as a constructive removal under 5 U.S.C. chapter 75.5 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 5 Because the appellant raised a claim of disability discrimination in this constructive removal appeal, and the Board has now issued a Final Order dismissing the appeal for lack of jurisdiction, the agency is required, under Equal Employment Opportunity Commission (EEOC) regulations, to reissue a notice under 29 C.F.R. § 1614.108(f) giving the appellant the right to elect between a hearing before an EEOC administrative judge and an immediate final decision. See 29 C.F.R. § 1614.302(b). 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.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 court of appeals of13 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. 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
Jones-Sailor_Geraldine_AT-0752-17-0280-I-1__Final_Order.pdf
2024-05-01
null
AT-0752-17-0280-I-1
NP
1,588
https://www.mspb.gov/decisions/nonprecedential/Harris_Charles_J_DC-3443-19-0533-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES JAMES HARRIS, III, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-3443-19-0533-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Charles James Harris, III , Alexandria, Virginia, pro se. Luis R. Amadeo Carron , Fort Belvoir, 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 dismissed his appeal concerning the nature of his appointment for lack of jurisdiction. On petition for review, the appellant argues that he was misled into believing that his position was a career appointment and claims that he was entitled to a hearing. 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). 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
Harris_Charles_J_DC-3443-19-0533-I-1__Final_Order.pdf
2024-05-01
null
DC-3443-19-0533-I-1
NP
1,589
https://www.mspb.gov/decisions/nonprecedential/Harris_Charles_J_DC-3443-19-0532-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES JAMES HARRIS, III, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-3443-19-0532-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Charles James Harris, III , Alexandria, Virginia, pro se. Karyn Brunson and Luis R. Amadeo Carron , Fort Belvoir, 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 dismissed his appeal challenging his performance rating for lack of jurisdiction. On petition for review, the appellant argues that he deserved a higher performance rating and that he was entitled to a hearing. Generally, we grant petitions such as this one only in the following circumstances: 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). 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. 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
Harris_Charles_J_DC-3443-19-0532-I-1__Final_Order.pdf
2024-05-01
null
DC-3443-19-0532-I-1
NP
1,590
https://www.mspb.gov/decisions/nonprecedential/Amang_BoliongDC-315H-19-0444-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BOLIONG AMANG, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER DC-315H-19-0444-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Boliong Amang , Baltimore, Maryland, pro se. Matthew B. Hawkins , Esquire, and Meghan Stoltzfus , Dahlgren, 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 dismissed his 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 the course 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 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). In the initial decision, the administrative judge concluded that the Board lacked jurisdiction over the appellant’s appeal because he failed to prove that he was an “employee” under 5 U.S.C. § 7511(a)(1). Initial Appeal File (IAF), Tab 5, Initial Decision (ID) at 4-5. In making that finding, the administrative judge assumed that the appellant was in the competitive service. ID at 4; IAF, Tab 3. This assumption appears to be correct. However, to the extent the appellant was in the excepted service, his concession that he was serving in a probationary period with 8 months of Federal service, IAF, Tab 1 at 1, 4, indicates that he would fail to meet any of the statutory definitions of an “employee” for either the competitive or excepted service, 5 U.S.C. § 7511(a)(1)(A)-(C). Regarding the appellant’s whistleblower reprisal claim, the administrative judge correctly found that the appellant was required, and failed, to exhaust his administrative remedy with the Office of Special Counsel (OSC). ID at 5-6.2 Should the appellant decide to seek redress from OSC, he may then file an individual right of action appeal with the Board consistent with its regulations. 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 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. 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. 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. 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
Amang_BoliongDC-315H-19-0444-I-1__Final_Order.pdf
2024-05-01
BOLIONG AMANG v. DEPARTMENT OF THE NAVY, MSPB Docket No. DC-315H-19-0444-I-1, May 1, 2024
DC-315H-19-0444-I-1
NP
1,591
https://www.mspb.gov/decisions/nonprecedential/Jackson_ChristopherDA-1221-20-0313-W-1__Final Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTOPHER JACKSON, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-1221-20-0313-W-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christopher Jackson , Manvel, Texas, pro se. Arthur M. Whitman , Esquire, and Maria Lerma , Houston, 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 corrective action in his individual right of action (IRA) appeal. On petition for review, the appellant argues the following: (1) the administrative judge denied him the opportunity to engage in discovery; (2) 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 improperly relied on hearsay evidence; (3) the agency violated a union agreement; and (4) the agency failed to comply with Board regulations. Petition for Review (PFR) File, Tab 1 at 4-8, Tab 4 at 4-5.2 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). Under the Whistleblower Protection Enhancement Act of 2012, an appellant may establish a prima facie case of retaliation for whistleblowing disclosures and/or protected activity by proving by preponderant evidence3 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 whistleblowing disclosure or protected activity was a contributing factor in the agency’s decision to take a personnel action against him. 5 U.S.C. 2 As noted by the appellant in his reply, PFR File, Tab 4 at 4, the agency states in its response that the “[a]ppellant fail[ed] to allege a nonfrivolous claim that would give the Board jurisdiction over this case,” PFR File, Tab 3 at 4. We surmise that this statement was made in error; however, to the extent the agency is challenging the administrative judge’s conclusion regarding jurisdiction, a different outcome is not warranted. 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).2 § 1221(e)(1); Webb v. Department of the Interior , 122 M.S.P.R. 248, ¶ 6 (2015). If the appellant makes out a prima facie case, the agency is given an opportunity to prove, by clear and convincing evidence,4 that it would have taken the same personnel action in the absence of the protected disclosure or activity. 5 U.S.C. § 1221(e)(1)-(2); Webb, 122 M.S.P.R. 248, ¶ 6. 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 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. Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999). Here, the administrative judge concluded that the appellant made a prima facie case of whistleblower retaliation. Initial Appeal File (IAF), Tab 35, Initial Decision (ID) at 6-9. To this end, she found that he had engaged in protected activity under 5 U.S.C. § 2302(b)(9) insofar as he had filed a 2018 complaint with the Office of Special Counsel (OSC). ID at 6. She also found that he had shown vis-à-vis the knowledge/timing test5 that his protected activity had contributed to the following: (1) a June 2019 detail; (2) a June 2019 no contact order; (3) a December 23, 2019 reassignment; and (4) the agency’s denial of his request to serve as an interim supervisor between January 2019 and February 3, 2020. ID at 3-4, 6-9. She concluded, however, that the agency had met its burden of 4 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 preponderant evidence. 5 C.F.R. § 1209.4(e). 5 The knowledge/timing test allows an employee to demonstrate that a protected disclosure/activity was a contributing factor in a personnel action through circumstantial evidence, such as evidence 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 . Carey v. Department of Veterans Affairs , 93 M.S.P.R. 676, ¶ 11 (2003).3 showing by clear and convincing evidence that it would have taken all of these actions absent the appellant’s protected activity. ID at 9 -13. In so concluding, she found, based largely on witness testimony, that agency officials did not have a strong motive to retaliate against the appellant and had presented strong reasons for taking the subject actions. ID at 10-13. To this end, she recounted the testimony of agency management officials who explained that the appellant’s behavior had contributed to a toxic work environment and had rendered certain agency employees fearful of him, which complicated his placement at the agency. ID at 11-13. On review, the appellant avers that he was “denied discovery information” that would have helped his case. PFR File, Tab 1 at 7-8. This assertion, however, does not warrant a different outcome. Indeed, the record reflects that, because the appellant here failed to timely initiate discovery, the agency did not respond to his discovery requests. IAF, Tab 25 at 5 n.4. To the extent the appellant believed that his requests were timely or that the agency otherwise should have provided him with the information he sought, he could have filed a motion to compel; however, he did not. See Szejner v. Office of Personnel Management, 99 M.S.P.R. 275, ¶ 5 (2005) (stating that, if an appellant fails to file a motion to compel before the administrative judge, the appellant is precluded from raising discovery issues for the first time on review), aff’d, 167 F. App’x 217 (Fed. Cir. 2006); 5 C.F.R. § 1201.73(c). Thus, the appellant’s assertion is unavailing. The appellant contends that the administrative judge erroneously considered hearsay evidence. PFR File, Tab 1 at 4-5. Specifically, he alleges that the administrative judge improperly relied on statements made by agency employees regarding their apparent fear of him. Id. He avers that these individuals harbored a grudge against him and were “not on the witness list.” Id. at 5. Relevant hearsay evidence, however, is admissible in Board proceedings. Hidalgo v. Department of Justice , 93 M.S.P.R. 645, ¶ 20 (2003). Moreover, to4 the extent the appellant wanted the subject individuals to testify at the hearing, he could have listed them as witnesses; however, he did not.6 IAF, Tab 25 at 6; see Lohr v. Department of the Air Force , 24 M.S.P.R. 383, 386 (1984) (reasoning that an appellant was not deprived of the right to question a witness when he could have requested and/or subpoenaed the witness but failed to do so). Thus, a different outcome is not warranted. The appellant contends that the agency violated specific provisions of a union agreement. PFR File, Tab 1 at 5-7. He seemingly argues that the agency’s failure to comply with these provisions is indicative of malfeasance and retaliatory animus. Id. We find this argument unavailing. The appellant did not discernably raise this specific claim before the administrative judge and has failed to demonstrate that it is based on new and material evidence that previously was unavailable to him despite due diligence. 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). Moreover, the argument does not provide a basis to disturb the administrative judge’s conclusion, based largely on credibility determinations, that the agency showed by clear and convincing evidence that it would have taken all of the personnel actions at issue in this matter absent the appellant’s protected activity. ID at 9-13; 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). 6 The record reflects that the agency requested two of these individuals as witnesses, but the administrative judge denied the agency’s request, finding that their testimony would be of limited relevance. IAF, Tab 25 at 6. Despite being provided an opportunity to do so, id. at 6-7, the appellant did not object to this finding or otherwise seek the testimony of these witnesses, see Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1988 ) (stating that an appellant’s failure to timely object to rulings on witnesses precludes the appellant from doing so on petition for review).5 Lastly, in his reply, the appellant asserts that the agency failed to comply with the Board’s regulations. PFR File, Tab 4 at 4. In particular, he argues that the agency filed its response to his petition for review 1 day late. Id. We disagree. Board regulations provide that, if the date that ordinarily would be the last day for filing falls on a Saturday, Sunday, or Federal holiday, the filing period will include the first workday after that date. 5 C.F.R. § 1201.23. Here, the agency’s response was due on a Sunday; accordingly, the agency permissibly filed the same the following workday. PFR File, Tab 2 at 1, Tab 3. Moreover, even if the agency’s response had been untimely, the agency’s tardiness would not entitle the appellant to corrective action or otherwise warrant a different outcome. Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS7 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 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.6 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 obtain7 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 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.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 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. 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
Jackson_ChristopherDA-1221-20-0313-W-1__Final Order.pdf
2024-05-01
CHRISTOPHER JACKSON v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-1221-20-0313-W-1, May 1, 2024
DA-1221-20-0313-W-1
NP
1,592
https://www.mspb.gov/decisions/nonprecedential/Hendy_David_M_CH-1221-18-0114-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID M. HENDY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-1221-18-0114-W-1 DATE: May 1, 2024 THIS ORDER IS NONPRECEDENTIAL1 David M. Hendy , Chicago, Illinois, pro se. Zane Perry Schmeeckle , Kansas City, Missouri, 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. We 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 Effective June 8, 2016, the appellant resigned from his Industrial Hygienist position at the agency’s Hines Veterans Affairs (VA) Hospital in Hines, Illinois, to receive treatment for service-connected injuries. Initial Appeal File (IAF), Tab 1 at 1-2, Tab 6 at 83. On or around that same day, the appellant met with a Special Agent in the agency’s Office of Inspector General (OIG) to discuss, among other things, various safety concerns regarding the facilities and infrastructure of the Hines VA Hospital that he had identified in his Industrial Hygienist position. IAF, Tab 6 at 115. The appellant thereafter applied for 5 agency positions in 2016 and 2017, but he was not selected for any positions. E.g., IAF, Tab 1 at 2, 8-9, 14-22, Tab 6 at 1-2, 7, 26, 56. On December 14, 2017, the appellant filed this IRA appeal with the Board, and he requested a hearing. IAF, Tab 1 at 1-3. In an Order on Jurisdiction and Proof Requirements, the administrative judge informed the appellant that there was a question whether the Board has jurisdiction over this appeal, apprised him of the elements and burden of proving jurisdiction in an IRA appeal, and ordered him to file a statement with accompanying evidence on the jurisdictional issue. IAF, Tab 3. In response, the appellant submitted letters from the Office of Special Counsel (OSC) concerning a complaint that he had filed against the agency. IAF, Tab 9 at 19-21, Tab 12 at 26-28. In a January 11, 2018 letter, OSC informed the appellant of its preliminary determination to close its inquiry into his complaint. IAF, Tab 9 at 19-21. In February 15, 2018 letters, OSC notified the appellant of its final determination to close its inquiry into his complaint and apprised him of the right to file an IRA appeal seeking corrective action from the Board for alleged prohibited personnel practices under 5 U.S.C. § 2302(b)(8) and (b)(9). IAF, Tab 12 at 26-28. In pertinent part, OSC described his complaint as alleging that, in his Industrial Hygienist position, he reported safety violations (specifically “mold issues”) to agency officials and to the agency’s OIG. IAF,2 Tab 9 at 19-20. OSC also noted that the appellant provided a Report of Contact that was signed by his supervisor, and he alleged that his supervisor falsified and submitted this report to human resources to block his selection for any positions for which he had applied. IAF, Tab 9 at 23, Tab 12 at 27. The appellant asserted in response to the jurisdiction order that the agency perceived him as a whistleblower because he, among other things, (1) reported insufficient resources for the Industrial Hygienist position, (2) complained that his veterans’ preference rights were being violated, (3) filed an OIG complaint that resulted in an investigation, (4) conducted a preliminary investigation into an ongoing mold problem, (5) documented exposure to mold, asbestos, and unsanitary conditions, and (6) reported safety issues concerning a steam tunnel system and environmental and safety hazards concerning a hazardous waste shed. IAF, Tab 6 at 1-23, Tab 9 at 1-13, Tab 10 at 1-13. He also claimed that he was perceived as a whistleblower because he previously raised a whistleblower reprisal claim against the Jesse Brown VA Medical Center in a prior OSC complaint1 and Board appeal.2 IAF, Tab 6 at 3, 8, 10-14, 18, 20, 22-23, Tab 9 at 5, 8, Tab 10 at 4. The appellant alleged that because he was perceived as a whistleblower, the agency did not select him for various positions in 2016 and 2017, his supervisor falsified a Report of Contact and subjected him to a hostile work environment (including a change in working conditions and harassment), and a Director canceled a meeting with him. IAF, Tab 6 at 1-23, Tab 9 at 1-13, Tab 10 at 1-13. The agency requested the Board to dismiss this appeal for lack of jurisdiction. IAF, Tab 8 at 4-5, 9. 1 The appellant asserted that his prior OSC complaint was filed on August 23, 2013, and was closed on February 25, 2014. IAF, Tab 6 at 2, 122. 2 The appellant’s prior Board appeal against the agency concerned his probationary termination from a position at the Jesse Brown VA Medical Center, and it was dismissed as settled. David Hendy v. Department of Veterans Affairs , MSPB Docket No. CH-315H-13-4605-I-2, Final Order (Feb. 19, 2015).3 Without holding the requested hearing, the administrative judge issued an initial decision dismissing this appeal for lack of jurisdiction because the appellant failed to prove that he exhausted his administrative remedies before OSC.3 IAF, Tab 13, Initial Decision (ID) at 1, 3-6. The appellant has filed a petition for review and several supplemental submissions, the agency has filed a response, and the appellant has filed a reply brief. Petition for Review (PFR) File, Tabs 6-27, 30, 35. The appellant has filed a motion to waive the time limit for filing a petition for review. PFR File, Tab 28. Because the Clerk of the Board granted his two requests for an extension of time to file a perfected petition for review, PFR File, Tabs 2-5, we find that his PFR and supplemental submissions were timely filed. Accordingly, we deny his motion to waive the filing deadline. The appellant also has filed a motion to waive the time limit for filing a reply to the agency’s response. PFR File, Tab 35 at 5, Tab 36. We find good cause to grant his motion based on his explanation and supporting medical documentation concerning his medical conditions during the relevant time frame, which resulted in a brief 10-day delay in filing his reply. See Lacy v. Department of the Navy, 78 M.S.P.R. 434, 437 (1998) (explaining that the Board will find good cause for waiver of its filing time limits when a party demonstrates that he suffered from an illness that affected his ability to file on time); see also 5 C.F.R. § 1201.114(g). DISCUSSION OF ARGUMENTS ON REVIEW 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 3 To the extent this appeal may have been prematurely filed on December 14, 2017, IAF, Tab 1, it became ripe for adjudication when OSC issued its February 15, 2018 close-out letter, IAF, Tab 12 at 27-28; see e.g., Jundt v. Department of Veterans Affairs , 113 M.S.P.R. 688, ¶ 7 (2010) (stating that it is the Board’s practice to adjudicate an appeal that was premature when it was filed but became ripe when pending before the Board). 4 Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985). To establish jurisdiction in a typical IRA appeal under the Whistleblower Protection Enhancement Act of 2012 (WPEA), an appellant must prove by preponderant evidence4 that he exhausted his administrative remedies before OSC and make nonfrivolous allegations5 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). Corthell v. Department of Homeland Security , 123 M.S.P.R. 417, ¶ 8 (2016), overruled on other grounds by Requena v. Department of Homeland Security , 2022 MSPB 39. Once an appellant establishes jurisdiction over an IRA appeal, he is entitled to a hearing on the merits of his claim, which he must prove by preponderant evidence. Rebstock Consolidation v. Department of Homeland Security , 122 M.S.P.R. 661, ¶ 9 (2015). For the following reasons, we find that the appellant has established jurisdiction over this IRA appeal. The appellant proved by preponderant evidence that he exhausted his administrative remedies before 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. Miller v. Federal Deposit Insurance Corporation , 122 M.S.P.R. 3, ¶ 6 (2014), aff’d, 626 F. App’x 261 (Fed. Cir. 2015). The purpose of the exhaustion requirement is to give OSC “the opportunity to take corrective action before involving the Board in the case.” Ward v. Merit Systems Protection Board, 981 F.2d 521, 526 (Fed. Cir. 1992). To satisfy this requirement, an appellant must provide to OSC a sufficient basis to pursue an investigation that 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). 5 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s).5 might lead to corrective action. Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. The appellant did not provide a copy of his OSC complaint or any of his written correspondence to OSC, nor did he submit an affidavit, sworn statement, or declaration under penalty of perjury explaining what claims he raised before OSC. Instead, as described above, the appellant submitted correspondence from OSC that identified the claims that he raised in his complaint. IAF, Tab 9 at 19-21, Tab 12 at 26-28. Although OSC’s characterizations of the appellant’s allegations are not binding on the Board, Bloom v. Department of the Army , 101 M.S.P.R. 79, ¶ 10 (2006), the appellant does not dispute OSC’s characterizations of his allegations. Therefore, we have only considered OSC’s characterization of the appellant’s claims as part of our exhaustion analysis. In his petition for review, the appellant cites Briley v. National Archives and Records Administration , 236 F.3d 1373 (Fed. Cir. 2001), to support his argument that he exhausted his OSC remedies because he gave OSC information containing the core of his retaliation claim and a sufficient basis to conduct an investigation. PFR File, Tab 6 at 15-17. We agree. Based on the OSC letters described above, we find that the appellant made a reasonably clear and precise claim with OSC that his nonselections in 2016 and 2017 and his supervisor’s Report of Contact were taken in retaliation for reporting safety violations at the Hines VA Hospital to agency officials and to the agency’s OIG, and thus, OSC had a sufficient factual basis to pursue an investigation. IAF, Tab 9 at 19-21, Tab 12 at 26-28. Therefore, we find that the appellant met his burden of proving by preponderant evidence that he exhausted his administrative remedies regarding these claims. However, we find that the appellant failed to prove exhaustion regarding the additional reprisal claims raised in this appeal. In particular, the OSC letters do not mention any allegedly retaliatory agency actions other than the appellant’s nonselections and the Report of Contact, any claim that he was perceived as a6 whistleblower or that he reported insufficient resources for his Industrial Hygienist position, or any allegations concerning his prior whistleblowing disclosures at the Jesse Brown VA Medical Center or his prior Board appeal. OSC’s January 11, 2018 letter acknowledged that the appellant alleged that his veterans’ preference rights may have been violated during the hiring process; however, OSC did not indicate that he alleged reprisal for disclosing a violation of such rights. IAF, Tab 9 at 20. Further, OSC’s statement in its February 15, 2018 letter that the appellant requested the closure letter of a prior OSC complaint does not suggest that he alleged reprisal in this matter based on that prior complaint. IAF, Tab 12 at 27. With his petition for review, the appellant includes new evidence, including, among other things, his March 8, 2018 and May 20, 2018 emails (in which he asked OSC to reopen his complaint based on new information and evidence), OSC’s May 21, 2018 response denying his request to reopen the complaint and informing him that he could file a new complaint, and his May 8-9, 2018 emails (on which the OSC investigator was carbon copied) concerning his new application for the Industrial Hygienist (Green Environmental Management Systems (GEMS) Coordinator) position. PFR File, Tab 6 at 18-19, 29, Tab 23 at 10-22, 32-48. This evidence may be relevant to whether he exhausted a claim of reprisal involving a nonselection for a position as an Industrial Hygienist (GEMS Coordinator) in 2018. Because OSC closed his complaint regarding the allegations in this matter on February 15, 2018, and the OSC investigator denied his request to reopen his complaint, his subsequent communications with OSC cannot serve to prove exhaustion of any additional claims before OSC. For the first time on review, the appellant alleges that the agency retaliated against him for “testifying or otherwise lawfully assisting any individual in the exercise of any right such as himself making a [Department of Labor Veterans’ Employment and Training Service] complaint” and for “refusing to obey an order that would require [him] to violate a law.” PFR File, Tab 6 at 10-11. Even if we7 construe his claim as an allegation of reprisal for activity protected by 5 U.S.C. § 2302(b)(9)(B) and/or (D), the appellant fares no better. Importantly, there is no evidence that he exhausted such a claim with OSC, and he has not explained why he was unable to raise this claim 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 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). The appellant has nonfrivolously alleged that he made whistleblowing disclosures and engaged in activity protected by 5 U.S.C. § 2302(b)(9)(C). The next jurisdictional inquiry is whether the appellant has made a nonfrivolous allegation that he made a whistleblowing disclosure or engaged in protected activity. Corthell, 123 M.S.P.R. 417, ¶ 8. A nonfrivolous allegation of a protected disclosure is an allegation of facts 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 v. Department of the Interior , 123 M.S.P.R. 230, ¶ 6 (2016) . 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 appellant’s submissions are not a model of clarity. However, we have identified the following disclosures of safety violations that he made at the Hines VA Hospital: (1) he investigated and reported on an ongoing mold problem, which showed that his supervisor, as the Safety Manager, was noncompliant with Federal Health and Safety Program requirements and had ignored the problem for months; (2) he reported mold growing on walls and entering the ventilation8 system and unsanitary conditions (specifically feces on the floors and toilets) in Building 17; (3) he reported asbestos in Building 9, to which young children were apparently exposed; (4) he reported that a dilapidated steam tunnel system contained asbestos and posed a danger of steam leaks, and a contract providing rescue services for the steam tunnel system was not in compliance with Occupational Safety and Health Administration regulations; and (5) he reported that his work-related injury was caused by his supervisor’s failure to fix problems with a hazardous waste shed. IAF, Tab 6 at 3-4, 8-9, 16-17, 22, Tab 9 at 4, 8-9, 12-13, Tab 10 at 3-4, 11. The appellant further asserted that the information he reported evidenced a violation of law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, and a substantial and specific danger to public health or safety . IAF, Tab 6 at 18. We find that the appellant has nonfrivolously alleged that a reasonable person in his position would believe that disclosures (1)-(5) evidenced violations of a law, rule, or regulation and a substantial and specific danger to public health or safety.6 See, e.g., Schoenig v. Department of Justice , 120 M.S.P.R. 318, ¶ 9 (2013) (finding that a reasonable person would believe that the appellant’s alleged disclosures of improper evacuation signage and blocked exit access, among other things, disclosed violations of Federal regulations regarding maintaining a safe workplace); Wojcicki v. Department of the Air Force , 72 M.S.P.R. 628, 634-35 (1996) (finding that the appellant reasonably believed that he disclosed a substantial and specific danger to public health or safety when he disclosed that problems with the sandblasting procedure and equipment were exposing him and his coworkers to toxic dust). Indeed, in determining whether a disclosure evidenced a substantial and specific danger to public health or safety, 6 The WPEA clarified, in relevant part, that a disclosure made to a supervisor or to a person who participated in the activity that is the subject of the disclosure or a disclosure made during the normal course of duties is not excluded from 5 U.S.C. § 2302(b)(8). Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 6 n.1 (2016).9 it is relevant for the Board to consider factors such as (1) the likelihood of harm resulting from the danger, (2) the imminence of the potential harm, and (3) the nature of the potential harm. Parikh v. Department of Veterans Affairs , 116 M.S.P.R. 197, ¶ 14 (2011). We further find that the appellant’s allegations of safety issues are specific and, if true, would pose an immediate danger to the health and safety of staff, patients, and visitors at the Hines VA Hospital. We also find that the appellant has nonfrivolously alleged that a reasonable person in his position would believe that disclosure (1), concerning an ongoing mold problem, evidenced gross mismanagement by his supervisor. Gross mismanagement means more 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). If, as the appellant alleges, his mold investigation showed that his supervisor had ignored a serious, ongoing mold problem for months, e.g., IAF, Tab 6 at 3, 9, 16-17, a reasonable person could conclude that the appellant’s supervisor committed an act of gross mismanagement undermining the agency’s ability to perform its mission of treating patients. By contrast, the appellant has failed to make a nonfrivolous allegation that a reasonable person in his position would believe that disclosures (2)-(5) evidenced more than de minimis wrongdoing or negligence by management that undermined the agency’s ability to accomplish its mission. We further find that the appellant has failed to make a nonfrivolous allegation that a reasonable person in his position would believe that disclosures (1)-(5) evidenced a gross waste of funds or an abuse of authority. A “gross waste of funds” is defined as more than merely a debatable expenditure that is significantly out of proportion to the benefit reasonably expected to accrue to the Government. Mc Corcle v. Department of Agriculture , 98 M.S.P.R. 363, ¶ 23 (2005). An “abuse of authority” occurs when there is an arbitrary or capricious10 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. Id., ¶ 24. Here, the appellant’s alleged disclosures of safety issues do not suggest that the agency wasted any funds. Further, a reasonable person would not conclude that an arbitrary and capricious exercise of power by an agency official or employee negatively affected any person’s rights or resulted in personal gain or advantage to the agency official or to preferred other persons. Finally, “disclosing information to the Inspector General . . . of an agency . . . in accordance with applicable provisions of law” is activity that is protected by 5 U.S.C. § 2302(b)(9)(C). The appellant’s OIG complaint therefore constitutes a nonfrivolous allegation of protected activity. IAF, Tab 6 at 115. Having found that the appellant made a nonfrivolous allegation of a whistleblowing disclosure and protected activity, we now turn to contributing factor. The appellant has made a nonfrivolous allegation that his whistleblowing disclosures were a contributing factor in the 2016-2017 nonselections. 7 To satisfy the contributing factor criterion at the jurisdictional stage, an appellant only need raise a nonfrivolous allegation that the fact of, or content of, the whistleblowing disclosure was one factor that tended to affect the personnel action in any way. Salerno, 123 M.S.P.R. 230, ¶ 13. Under the 7 The appellant asserted that people at the Hines VA Hospital would have known about his OIG complaint based on the OIG’s proximity to other offices and the OIG Special Agent’s investigatory actions. IAF, Tab 9 at 7. This assertion is speculative because, according to the appellant, the OIG Special Agent did not investigate his complaint for fear of retaliation, and OIG closed the case approximately 1 week after the appellant filed the complaint. IAF, Tab 6 at 9, 115. Thus, we find that the appellant has failed to nonfrivolously allege that any agency employee had actual or constructive knowledge of his OIG complaint, and he failed to satisfy the contributing factor criterion regarding his OIG complaint. Cf. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 13 (2012) (finding that the appellant made a nonfrivolous allegation that her protected disclosures were a contributing factor in the agency’s decision not to select her because the selecting official based his decision, in part, on a recommendation from an employee who knew about some of the appellant’s activities and disclosures).11 knowledge/timing test, an appellant may nonfrivolously allege that the disclosure was a contributing factor in a personnel action through circumstantial evidence, such as evidence that the official who took 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. 5 U.S.C. § 1221(e)(1); Salerno, 123 M.S.P.R. 230, ¶ 13. For the following reasons, we find that the appellant has nonfrivolously alleged that disclosures (1)-(5) were a contributing factor in his 2016 and 2017 nonselections.8 Although the appellant has not specified exactly when he made disclosures (1)-(5), it appears that he made them when he occupied the Industrial Hygienist position at the Hines VA Hospital from December 2015 to June 2016. IAF, Tab 6 at 10-11, 26. Moreover, the nonselections occurred in 2016 and 2017. Therefore, the timing component is satisfied. See Salerno, 123 M.S.P.R. 230, ¶ 14 (observing that a personnel action taken within approximately 1 to 2 years of the disclosures satisfies the timing component of the knowledge/timing test). Turning to the knowledge component, we find that the appellant has nonfrivolously alleged that his supervisor had actual knowledge of disclosures (1), (3), and (5). Notably, he alleged that his supervisor became “hot headed” when he began investigating the ongoing mold problem, he emailed her about asbestos in Building 9, and he felt threatened by her demeanor and statements when he reported that he was injured because she did not fix the hazardous waste shed. IAF, Tab 6 at 22, Tab 9 at 12, Tab 10 at 4. We further find that the Human Resources Officer (HRO) had knowledge of disclosure (2) because the appellant 8 A nonselection is a personnel action. King v. Department of the Army , 116 M.S.P.R. 689, ¶ 10 (2011). However, we find that the appellant has failed to nonfrivolously allege that his supervisor’s Report of Contact, which does not suggest disciplinary or corrective action, is a personnel action under 5 U.S.C. § 2302(a)(2)(A). IAF, Tab 9 at 23. To the extent the appellant argued below that the Report of Contact was part of a pattern of harassment that created a hostile work environment, IAF, Tab 10 at 1, he has failed to prove that he exhausted his administrative remedies regarding such a claim, supra, ¶ 15. 12 asserted that he reacted in an “unforgiving manner” to his report of mold and unsanitary conditions in Building 17 (the Human Resources building). IAF, Tab 9 at 8. Regarding disclosure (4), the appellant alleged that he was “threatened” by the Supervisor for Fire Safety for making such a disclosure to agency leadership. Id. at 9. There are other ways to satisfy contributing factor. For example, an appellant can show that a protected disclosure was a contributing factor in a personnel action by proving that the official taking the action had constructive knowledge of the protected disclosure. Bradley v. Department of Homeland Security, 123 M.S.P.R. 547, ¶ 15 (2016). An appellant may establish an official’s constructive knowledge of a whistleblowing disclosure by demonstrating that an individual with actual knowledge of the disclosure influenced the official accused of taking the retaliatory action. Id. When the personnel action is a nonselection, evidence concerning who was involved in the selection process, what they knew about the appellant’s whistleblowing disclosures, and who may have influenced their decision is exclusively without the agency’s possession. Id., ¶ 16. Therefore, at this stage, the appellant can meet his burden of proof without specifically identifying which management officials were responsible for the reprisal. Id. Here, however, the appellant asserted that the HRO, as the most senior Human Resources manager at the facility, was the “gatekeeper” for jobs, was a “key decision maker for accepting or forwarding application[s] to appropriate officials,” and had the “authority to recommend [applicants] [and the] responsibility to forward veteran applicants.” IAF, Tab 9 at 2, 4, Tab 10 at 6, 8-9. The appellant further alleged that the HRO “deceived” him regarding his veterans’ preference rights and wrongfully influenced an acting hiring manager who interviewed him. IAF, Tab 6 at 1-2, Tab 9 at 2, 4, Tab 10 at 9-10. The appellant also alleged that his supervisor used the HRO as a “puppet” to retaliate against him by submitting a false Report of Contact to human resources, which13 prevented him from being rehired, and the Supervisor for Fire Safety had “profound influence” on the HRO because he often chaired the Safety Committee. IAF, Tab 6 at 3, 13. Given the nature of the personnel actions at issue, the appellant’s allegations are sufficient to satisfy his burden to make nonfrivolous allegations of contributing factor at the jurisdictional stage. Bradley, 123 M.S.P.R. 547, ¶¶ 15-17. Because we find that the appellant exhausted his administrative remedies with OSC and made nonfrivolous allegations that the agency failed to select him for 5 positions in 2016 and 2017 due to disclosures (1)-(5), we remand this IRA appeal for the appellant’s requested hearing and a decision on the merits. On remand, the administrative judge should also address whether the appellant’s disclosures were made in the normal course of his duties. Pursuant to 5 U.S.C. § 2302(f)(2), an appellant who makes a disclosure in the normal course of his duties must additionally show that the agency took the action “in reprisal for” his disclosure, and it thereby imposes a slightly higher burden for proving that the disclosure was protected. Salazar v. Depaartment of Veterans Affairs , 2022 MSPB 42, ¶ 11. The National Defense Authorization Act for Fiscal Year 2018 amended 5 U.S.C. § 2302(f)(2) to provide that it only applies to employees whose principal job functions are to regularly investigate and disclose wrongdoing, Salazar, 2022 MSPB 42, ¶¶ 13-14, and that that amendment is entitled to retroactive effect. Salazar, 2022 MSPB 42, ¶¶ 15-21. The Board has recently clarified that the potential applicability of 5 U.S.C.§ 2302(f)(2) is not part of the jurisdictional analysis in an IRA appeal, and should instead be considered at the merits stage. Williams v. Department of Defense , 2023 MSPB 23, ¶ 12. On remand, the appellant must demonstrate by a preponderance of the evidence that his disclosures were protected under 5 U.S.C. § 2302(b)(8) and that they were a contributing factor in a contested personnel action. 5 U.S.C. § 1221(e)(1). If the appellant’s principal job function was to regularly investigate14 and disclose wrongdoing and he made his disclosures in the normal course of his duties, to establish that his disclosures were protected, the appellant must also prove that the agency had an improper, retaliatory motive for terminating him. In conducting that analysis, the administrative judge should first determine whether: (1) the appellant’s primary job function at the time of the disclosure was to investigate and disclose wrongdoing; and (2) the disclosure was made in the normal course of the appellant’s duties. The administrative judge may consider these questions in whichever order is more efficient, and the parties should be provided an opportunity to submit relevant evidence and argument. If either condition is unsatisfied, then § 2302(f)(2) does not apply, and the appellant’s disclosures would fall under the generally applicable 5 U.S.C. § 2302(b)(8). Salazar, 2022 MSPB 42, ¶ 22. If conditions (1) and (2) are both satisfied, the administrative judge should next determine whether the appellant can meet his additional burden under § 2302(f)(2) by demonstrating that the agency took the contested personnel action “in reprisal” for his disclosures. In doing so, the administrative judge should consider the totality of the evidence. 5 C.F.R. § 1201.4(q) (stating that the record as a whole should be considered when determining whether a party has met the preponderance of the evidence standard); see Whitmore v. Department of Labor , 680 F.3d 1353, 1368 (Fed. Cir. 2012) (“It is error for the MSPB to not evaluate all the pertinent evidence in determining whether an element of a claim or defense has been proven adequately.”) The determination of whether the agency took personnel actions “in reprisal for” the appellant’s whistleblowing disclosures may include direct and circumstantial evidence encompassing the following factors: (1) whether the agency officials responsible for taking the personnel action knew of the disclosures and the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosures were in reprisal for the personnel action; (2) the strength or weakness of the agency’s reasons for taking the personnel action; (3) whether the disclosures were personally directed at the15 agency officials responsible for taking the action; (4) whether the acting officials had a desire or motive to retaliate against the appellant; and (5) whether the agency took similar personnel actions against similarly situated employees who had not made disclosures. Williams, 2023 MSPB 23, ¶ 16 . The appellant’s remaining arguments on review do not warrant a different outcome. In an IRA appeal, the Board lacks the authority to adjudicate the merits of the underlying personnel action; rather, the Board’s jurisdiction is limited to adjudicating the whistleblower allegations. Lu v. Department of Homeland Security, 122 M.S.P.R. 335, ¶ 7 (2015); see Marren v. Department of Justice , 51 M.S.P.R. 632, 638-39 (1991) (stating that Congress did not give the Board general jurisdiction to decide the merits of the underlying personnel action from which an IRA complaint stems except to the extent that they are relevant or material to the appellant’s allegations of retaliation for whistleblowing disclosures), aff’d, 980 F.2d 745 (Fed. Cir. 1992) (Table), and modified on other grounds by Robinson v. U.S. Postal Service, 63 M.S.P.R. 307, 323 n.13 (1994). On review, the appellant asserts that the agency violated his constitutional rights, committed harmful error and other prohibited personnel practices, discriminated against him, and failed to follow proper recruitment and selection procedures in violation of the Veterans Employment Opportunities Act of 1998 (VEOA). PFR File, Tab 6 at 5-30. The Board does not have jurisdiction over these claims in the context of an IRA appeal. See, e.g., Benton-Flores v. Department of Defense , 121 M.S.P.R. 428, ¶ 6 n.1 (2014) (finding no jurisdiction over the appellant’s claim of harmful procedural error in an IRA appeal); Smets v. Department of the Navy , 117 M.S.P.R. 164, ¶ 14 (2011) (finding that the appellant could not bring a claim of disability discrimination in an IRA appeal), aff’d, 498 F. App’x 1 (Fed. Cir. 2012); McCarthy v. International Boundary and Water Commission , 116 M.S.P.R. 594, ¶ 27 (2011) (finding that the appellant’s allegations of constitutional violations could not be heard in his16 IRA appeals), aff’d, 497 F. App’x 4 (Fed. Cir. 2012). On remand, the administrative judge should consider such assertions only to the extent they are relevant or material to the appellant’s reprisal claims.9 The appellant’s arguments concerning equitable tolling and jurisdiction under VEOA and the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA), e.g., PFR File, Tab 6 at 7, 20-24, 27, 29, seem to relate to his separate VEOA and USERRA appeals, which are currently pending before the Board in Hendy v. Department of Veterans Affairs , MSPB Docket Nos. CH- 3330-18-0110-I-1, CH-4324-18-0228-I-1.10 We deny the appellant’s request to join this IRA appeal with his other Board appeals, PFR File, Tab 6 at 7, because doing so would not expedite processing of the cases, 5 C.F.R. § 1201.36(b). We have reviewed the appellant’s evidence and argument concerning a 2018 nonselection for an Industrial Hygienist (GEMS Coordinator) position. PFR File, Tab 6 at 29. As noted above, the appellant did not prove that he exhausted this claim with OSC. Moreover, it appears that this nonselection was the subject of his recently-closed VEOA and USERRA appeals. Hendy v. Department of Veterans Affairs , MSPB Docket No. CH-3330-18-0514-I-1, Initial Decision (April 23, 2019); Hendy v. Department of Veterans Affairs , MSPB Docket No. CH-4324-18-0541-I-1, Initial Decision (April 23, 2019); Hendy v. Department of Veterans Affairs , MSPB Docket Nos. CH-3330-18-0514-I-1, CH-4324-18-0541-I- 1, Final Order (March 20, 2024). Therefore, we do not consider such evidence and argument on review. The appellant argues that the administrative judge is biased because he did not receive proper service of documents in his USERRA appeal and the administrative judge should have held a hearing in his IRA appeal. PFR File, 9 To the extent the appellant believes that any of his supplemental documentation is relevant to the merits of his reprisal claims, he may resubmit such documentation on remand. 10 The Board will issue separate orders that address the issues raised in the appellant’s other appeals.17 Tab 6 at 24-25. We disagree. 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)). The appellant’s broad allegation of bias is insufficient to rebut the presumption of the administrative judge’s honesty and integrity. Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980); see Vaughn v. Department of the Treasury , 119 M.S.P.R. 605, ¶ 18 (2013) (observing that the Board will not infer bias based on an administrative judge’s case-related rulings). Although the appellant contends that the administrative judge did not review all of his motions, he does not specify which motions were not reviewed or explain how his substantive rights have been harmed. PFR File, Tab 6 at 28; 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). Finally, we deny the appellant’s request for a stay. PFR File, Tab 6 at 30. A stay request of a personnel action must be filed with the appropriate Board regional or field office, not to the full Board on petition for review. 5 C.F.R. § 1209.8(b). We have considered the appellant’s remaining evidence and argument on review, but none warrant a different outcome. ORDER Because we find that the appellant exhausted his administrative remedies with OSC and made nonfrivolous allegations that disclosures (1)-(5) were a contributing factor in the agency’s decision not to select him for 5 positions in 2016 and 2017, we vacate the initial decision and remand this case to the Central18 Regional Office for a hearing and further adjudication in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Hendy_David_M_CH-1221-18-0114-W-1__Remand_Order.pdf
2024-05-01
DAVID M. HENDY v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-1221-18-0114-W-1, May 1, 2024
CH-1221-18-0114-W-1
NP
1,593
https://www.mspb.gov/decisions/nonprecedential/Davis-Jones_PamelaSF-0714-21-0261-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PAMELA DAVIS-JONES, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-0714-21-0261-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lawrence G. Widem , Esquire, West Hartford, Connecticut, for the appellant. Mickel-Ange Eveillard , 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 found that the agency proved its charge of deficient performance but remanded the matter to the agency for a proper penalty determination pursuant to 38 U.S.C. § 714. For the reasons set forth below, the appellant’s petition for review is 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). DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). BACKGROUND In March 2021, the appellant filed a Board appeal challenging the agency’s decision to demote her from GS-0675-09 Supervisory Medical Records Technician to GS-0675-08 Medical Records Coder for failure to meet the performance expectations of a critical element of her position. Initial Appeal File (IAF), Tab 1 at 1, 4, Tab 4 at 35-42. On September 1, 2021, the administrative judge issued an initial decision sustaining the agency’s determination that the appellant had failed to meet performance expectations and finding that the appellant failed to prove her affirmative defenses of disability discrimination, retaliation for prior Equal Employment Opportunity (EEO) activity, and whistleblower retaliation. IAF, Tab 31, Initial Decision (ID) at 12-37. However, because the administrative judge found that neither the agency’s proposal nor its decision letter included any discussion of the factors set forth in Douglas v. Veterans Administration , 5 M.S.P.R. 280 (1981), he remanded the matter to the agency for a new penalty determination. ID at 38-40. The administrative judge ordered the agency to provide the appellant with an opportunity to comment on the propriety of any new penalty, to make a new penalty decision, and to issue a new decision, with appeal rights pursuant to 38 U.S.C § 714 if applicable, no later than 15 business days after the date the initial decision became final. ID at 40. The administrative judge informed the parties that the initial decision would become final on October 6, 2021, unless a petition for review was filed by that date. ID at 41. The appellant filed a petition for review on October 21, 2022. Petition for Review (PFR) File, Tab 1. At the same time, she also filed a motion to waive the time limit to permit her late-filed petition for review, arguing that good cause existed for the delay. PFR File, Tab 3. The agency filed a response, urging the2 Board to dismiss the appellant’s petition for review as untimely. PFR File, Tab 6. The appellant filed a reply. PFR File, Tab 8. DISCUSSION OF ARGUMENTS ON REVIEW A petition for review must be filed within 35 days after the initial decision is issued, or, if the appellant shows that she received the initial decision more than 5 days after it was issued, within 30 days after the date of receipt. Williams v. Office of Personnel Management , 109 M.S.P.R. 237, ¶ 7 (2008); 5 C.F.R. § 1201.114(e). Here, it appears to be undisputed that the petition for review was untimely filed. PFR File, Tab 1 at 3, Tab 3 at 4. The appellant is a registered e-filer, and the initial decision was served on her electronically on September 1, 2021—the date it was issued. IAF, Tab 1 at 2, Tab 32; ID at 1; see 5 C.F.R. § 1201.4(i)-(n). Therefore, her petition for review was due no later than October 6, 2021. See 5 C.F.R. § 1201.114(e) (35-day deadline for filing a petition for review). As a result, the appellant’s petition for review filed on October 21, 2022, is untimely by over a year. The Board will waive the filing deadline for a petition for review only upon a showing of good cause for the filing delay. Lawson v. Department of Homeland Security, 102 M.S.P.R. 185, ¶ 5 (2006); 5 C.F.R. §§ 1201.12, 1201.114(g). To establish good cause for an untimely filing, a party must show that she exercised due diligence or ordinary prudence under the particular circumstances of her 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 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 her3 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). In the appellant’s motion to waive the time limit for filing her petition for review, she states that her petition for review is untimely because the agency improperly failed to notify her of her appeal rights when it issued her a new penalty determination on or about October 18, 2021. PFR File, Tab 3 at 11, 13, 20-21. She also claims that the initial decision did not give her any guidance “describing how the remand and the issuance of a new agency decision would affect or not affect the deadline” for filing a petition for review, and she emphasizes that she was pro se during this time. Id. at 13. In addition, the appellant asserts that the administrative judge was improperly appointed and that dismissing her appeal as untimely will violate the Appointments Clause. Id. at 14-16. She also argues at length why she believes that the administrative judge erred in his analysis and conclusions in the initial decision. Id. at 5-11. In its response, the agency stresses that the initial decision in no way stayed the deadline to timely file a petition for review under 5 C.F.R. § 1201.114(e). PFR File, Tab 6 at 7. It also submits as new evidence an October 27, 2021 penalty decision, which includes a notice of appeal rights that informs the appellant that she has 10 business days after the date of the action to file a Board appeal, and an email dated October 26, 2021, in which the appellant states “Thank You for this document. I have already informed you regarding my intention(s) this MSPB issue [sic].” Id. at 8-15. In this case, we find that the appellant’s more than 1-year delay in filing her petition for review is not a minimal delay. See, e.g., Winfrey v. National Archives and Records Administration , 88 M.S.P.R. 403, ¶ 6 (2001) (finding that a 48-day delay in filing a petition for review was not minimal and did not provide a basis for waiving the filing deadline, despite the appellant’s pro se status). Although the appellant claims that she was confused as to how the issuance of a new agency penalty decision would affect or not affect the deadline for filing a4 petition for review, the appellant must show that her confusion is related to a specific ambiguity in either the instructions she received or in a Board procedure in order to establish good cause. See Forst v. Office of Personnel Management , 97 M.S.P.R. 142, ¶ 7 (2004). The appellant has not done so here, and we find that the administrative judge’s instructions on this point were clear. He explicitly advised the appellant that the initial decision would become final on October 6, 2021, unless she filed a petition for review by that date. ID at 41. Although the administrative judge ultimately concluded that a remand was necessary for a proper penalty determination under Douglas, he specifically ordered the agency to issue its new penalty decision “no later than 15 business days from the date this initial decision becomes final .” ID at 40 (emphasis added). It was thus evident from the administrative judge’s instructions that the eventual issuance of a new agency decision was intended to come after the appellant had an opportunity to challenge the administrative judge’s findings in the initial decision and that the issuance of a new agency decision did not affect the deadline for filing a petition for review. We find the appellant’s argument that her petition for review was untimely because the agency’s October 2021 penalty decision allegedly improperly failed to notify her of her appeal rights similarly unavailing. PFR File, Tab 3 at 11, 13, 20-21. The initial decision contained the relevant notice of appeal rights/Board review that clearly explained to the appellant when and how to file a petition for review challenging the administrative judge’s decision. ID at 40-44. The agency’s new penalty determination, rendered after the initial decision became final, is a separate issue.2 The administrative judge explained this in the initial decision when he stated “[i]f the agency again imposes a penalty that the appellant can appeal to the Board, it should give her notice of [her] rights to do so.” ID at 40. As a result, the appellant’s arguments do not contribute to a 2 Notably, both the appellant’s petition for review and her motion to waive the time limit only dispute the administrative judge’s analysis and findings in the initial decision. PFR File, Tab 1 at 6-11, 22-34, Tab 3 at 5-10.5 finding of good cause for her untimely petition for review.3 See Sumrall v. Department of the Air Force , 85 M.S.P.R. 597, ¶ 13 (2000) (finding that an appellant’s lack of sophistication in Board matters and general inability to understand instructions and procedures is insufficient to show good cause for a filing delay); Wallace v. Department of Veterans Affairs , 81 M.S.P.R. 88, ¶ 5 (stating that the appellant’s inexperience with legal matters and unfamiliarity with Board procedures does not warrant waiver of the filing deadline), aff’d, 217 F.3d 856 (Fed. Cir. 1999) (Table). In any case, we note that even if the appellant was unsure of her appeal rights following the agency’s new penalty determination, she still does not explain why she waited a year to take any subsequent action. See Gerald v. Department of the Treasury , 114 M.S.P.R. 504, ¶ 7 (2010) (finding that the appellant failed to show that he exercised the due diligence or ordinary prudence that would justify waiving the deadline for filing a petition for review where he failed to provide any explanation whatsoever as to why he waited nearly 19 months to file his petition). With regard to the appellant’s repeated assertions that she was pro se when the administrative judge issued the initial decision and when the agency issued its new penalty determination, although we take that into consideration, the Board has long held that a lack of representation or an appellant’s inability to obtain representation fails to establish good cause to excuse an untimely petition for review. McCoy v. U.S. Postal Service , 112 M.S.P.R. 256, ¶ 8 (2009), aff’d, 360 F. App’x 132 (Fed. Cir. 2010). With respect to the appellant’s objection to the nature of the administrative judge’s appointment, which she raises for the first time on review, the Board has found that an Appointments Clause challenge must be raised before the administrative judge and has stated that it will not address the merits of such a claim raised for the first time on review. McClenning v. 3 Likewise, the documents that the agency submits on review, regarding the issue of whether or not the appellant received a notice of appeal rights with the new penalty determination, are not material to the timeliness of the petition for review issue presented here. PFR File, Tab 6 at 8-15; see 5 C.F.R. § 1201.115(d).6 Department of the Army , 2022 MSPB 3, ¶¶ 5-15. Finally, the appellant’s assertion that she is entitled to the protection of the “continuing violation doctrine” as it relates to the issue of reasonable accommodation is inapplicable and irrelevant to the issue of the timeliness of the petition for review. PFR File, Tab 3 at 16-19; see, e.g., Marasco v. U.S. Postal Service , 66 M.S.P.R. 555, 558 (1995) (finding that merits arguments are not relevant to the timeliness issue and do not establish good cause for an untimely filing). 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 agency’s demotion action. 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.7 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 obtain8 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 9 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. 10 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
Davis-Jones_PamelaSF-0714-21-0261-I-1__Final_Order.pdf
2024-05-01
null
SF-0714-21-0261-I-1
NP
1,594
https://www.mspb.gov/decisions/nonprecedential/James_KidadaPH-0731-19-0362-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KIDADA JAMES, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0731-19-0362-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kidada James , Baltimore, Maryland, pro se. Darlene M. Carr , 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 decision of the Office of Personnel Management (OPM) finding her unsuitable for Federal employment. On petition for review, the appellant argues that the Board’s electronic filing system was down during a portion of her hearing, that she lacked legal representation, and that others accused of the same 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). offenses would have received a lesser penalty. 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). While the appellant was testifying during the video-hearing, she indicated that she had been logged off the Board’s electronic filing system and thus could not access electronically filed documents. Hearing Recording (HR). The agency representative reported similar problems and stated that she would refer to the hard copy of the file she had. HR. The administrative judge stated during the hearing that “it doesn’t appear to be a problem” for the appellant in that her challenge was to the reasons she was terminated by her private-sector employer, not the basis for OPM’s adverse suitability determination. HR. Although the appellant repeated that she was unable to access the electronic case file, at no point did she request that the hearing be delayed or object to the administrative judge proceeding with the hearing. HR. On review, the appellant argues that, because the electronic case filing system was down during a portion of the hearing, she could not clearly present the documents and explain the reasons for her separation from her private-sector employer. Petition for Review (PFR) File,2 Tab 1 at 4. We construe this claim as one of adjudicatory error, that is, error by the administrative judge in continuing with the hearing under the circumstances. Because the appellant did not request a continuance below or object to the administrative judge proceeding with the hearing, she is precluded from raising the issue on review. See McCarthy v. International Boundary and Water Commission, 116 M.S.P.R. 594, ¶ 25 (2011) (stating that the appellant’s failure to timely object to rulings during the hearing precludes his doing so on petition for review), aff’d, 497 Fed. Appx. 4 (Fed. Cir. 2012); see also Tarpley v. U.S. Postal Service, 37 M.S.P.R. 579, 581 (1988) (stating that the appellant’s failure to timely object to the administrative judge’s rulings on witnesses precludes his doing so on petition for review). In any event, a n 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, the administrative judge considered the appellant’s contentions regarding the reasons for her previous separation and found, based on contradictory evidence in the record, that the appellant’s explanation was not credible. Initial Appeal File, Tab 27, Initial Decision at 4-6. Thus, the appellant has failed to show that any error by the administrative judge prejudiced her substantive rights.2 Panter, 22 M.S.P.R. at 282. 2 The appellant also argues on review that she was harmed by her lack of legal representation during the proceedings below. PFR File, Tab 1 at 4. While the appellant has a statutory right to be represented by an attorney or other representative, it is the appellant’s obligation to secure representation. Grassell v. Department of Transportation, 40 M.S.P.R. 554, 564 (1989). The Board is not required by law, rule, or regulation to appoint counsel for an appellant. Id. To the extent that the appellant was harmed by her lack of representation, she is responsible for that choice. See Sofio v. Internal Revenue Service , 7 M.S.P.R. 667, 670 (1981). Finally, regarding the appellant’s argument about the penalty, PFR File, Tab 1 at 5, the Board’s jurisdiction over a negative suitability determination does not extend to reviewing or modifying the ultimate action taken as a result of a suitability determination, Folio v. Department of Homeland Security, 402 F.3d 1350, 1353, 1355-56 (Fed. Cir. 2005).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 has 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 any5 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’s6 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
James_KidadaPH-0731-19-0362-I-1__Final_Order.pdf
2024-05-01
KIDADA JAMES v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-0731-19-0362-I-1, May 1, 2024
PH-0731-19-0362-I-1
NP
1,595
https://www.mspb.gov/decisions/nonprecedential/Hanke_Timothy_L_PH-0842-22-0187-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY LEWIS HANKE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0842-22-0187-X-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Timothy Lewis Hanke , Newburyport, Massachusetts, pro se. Angerlia D. Johnson , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman FINAL ORDER On April 26, 2023, the administrative judge found the agency in noncompliance with the November 30, 2022 initial decision, which ordered the agency to approve the appellant’s application for immediate retirement and calculate his annuity accordingly. Hanke v. Office of Personnel Management , 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. PH-0842-22-0187-I-1, Initial Appeal File (IAF), Tab 9, Initial Decision (ID); Hanke v. Office of Personnel Management , MSPB Docket No. PH-0842-22-0187-C-1, Compliance File (CF), Tab 5, Compliance Initial Decision (CID). For the reasons below, we now find the agency in compliance and DISMISS the appellant’s petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE On May 5, 2022, the appellant filed an appeal challenging the April 7, 2022 decision of the Office of Personnel Management (OPM) denying his application for immediate retirement. IAF, Tab 1. In the November 30, 2022 initial decision, the administrative judge found that the appellant had established that he was eligible for immediate retirement, and ordered OPM to approve his application and calculate his annuity accordingly. ID at 4. Because neither party filed a petition for review, the initial decision became the Board’s final order on January 4, 2023. See 5 C.F.R. § 1201.113. On January 19, 2023, the appellant filed a petition for enforcement, alleging that OPM had failed to take any action to comply with the initial decision. CF, Tab 1. On April 26, 2023, the administrative judge issued a compliance initial decision noting that OPM had failed to respond to the allegations of noncompliance and granting the appellant’s petition for enforcement. CID at 2-3.2 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 4-5; 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 4, 11; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii). Neither party petitioned for review of the compliance initial decision.2 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, ¶ 9 (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). On May 24, 2023, the agency filed a statement of compliance, informing the Board that it had complied with the final decision by approving the appellant for immediate retirement and paying his annuity retroactively from November 1, 2021. Hanke v. Office of Personnel Management , MSPB Docket No. PH-0842- 22-0187-X-1, Compliance Referral File (CRF), Tab 1 at 2. As evidence of compliance, the agency submitted a “master record printout” showing that the agency had paid the appellant a net amount of $6,586.16 on May 15, 2023, as a retroactive annuity payment, and had scheduled a net monthly annuity payment of $433.28. Id. at 5. The agency also included a computation of the gross retroactive annuity payment due to appellant. Id. at 6. Also on May 24, 2023, the Board issued an Acknowledgement Order noting the agency’s filing and informing the appellant that he must file any response within 20 calendar days. CRF, Tab 2 at 2. The order specifically informed the appellant that if he failed to file a response, the Board might assume he was satisfied and dismiss the petition for enforcement. Id. The appellant has not responded to the agency’s statement of compliance. Thus, the agency has filed detailed documentation and a narrative statement asserting compliance to which the appellant has not responded, despite being apprised that the Board might construe lack of response as satisfaction with the agency’s actions. 3 Accordingly, we find that the agency is now in full compliance with the November 30, 2022 decision, 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 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 the 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
Hanke_Timothy_L_PH-0842-22-0187-X-1__Final_Order.pdf
2024-05-01
TIMOTHY LEWIS HANKE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-0842-22-0187-X-1, May 1, 2024
PH-0842-22-0187-X-1
NP
1,596
https://www.mspb.gov/decisions/nonprecedential/Fast_Patti_A_DA-0841-19-0553-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PATTI A. FAST, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-0841-19-0553-I-1 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Patti A. Fast , Fort Worth, Texas, pro se. 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 affirmed the final decision of the Office of Personnel Management (OPM) disallowing a court-ordered former spouse survivor annuity for the appellant. On petition for review, the appellant argues that she is disabled and that her former spouse agreed to provide for her until her death. The appellant seeks assistance 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). in obtaining a former spouse survivor annuity, but, as explained by the administrative judge and OPM, she cannot obtain one now because the first court order dividing marital property did not award her a former spouse survivor annuity, and her former spouse retired without electing to provide her such an annuity. 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 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 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. The3 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.3 The court of appeals must receive your petition for 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 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. 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
Fast_Patti_A_DA-0841-19-0553-I-1__Final_Order.pdf
2024-05-01
PATTI A. FAST v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-0841-19-0553-I-1, May 1, 2024
DA-0841-19-0553-I-1
NP
1,597
https://www.mspb.gov/decisions/nonprecedential/Akhtar_Mohammad_A_DC-0752-19-0219-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MOHAMMAD ATIF AKHTAR, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-0752-19-0219-I-2 DATE: May 1, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Corinna A. Ferrini , Esquire, Washington, D.C., for the appellant. Dominique Bogatz , Esquire, and Katherine Yourth , Esquire, Richmond, 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 dismissed his removal appeal as withdrawn with 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 interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings 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). 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, through counsel, challenges the administrative judge’s decision to dismiss his removal appeal with prejudice based on his September 18, 2019 notice to withdraw. Petition for Review (PFR) File, Tab 9 at 8-12; Akhtar v. Department of Defense , MSPB Docket No. DC- 0752-19-0219-I-2, Appeal File (I-2 AF), Tab 11, Initial Decision at 1-2. Specifically, the appellant argues that he did not intend to withdraw the entirety of his appeal. He asserts that he was confused as a pro se appellant based on the administrative judge’s September 17, 2019 order, which denied his motion to dismiss his appeal without prejudice and explained that he could notify the administrative judge if he wished to withdraw his hearing request and have a decision based on the written record. PFR File, Tab 9 at 9-11; I-2 AF, Tab 9 at 1. After reviewing the record and considering the appellant’s arguments on review, we discern no reason to disturb the initial decision. Specifically, we find that the plain language of the appellant’s September 18, 2019 notice to withdraw shows that he withdrew his appeal by clear, unequivocal, and decisive action. I-2 AF, Tab 10 at 4; see Rose v. U.S. Postal Service , 106 M.S.P.R. 611, ¶ 7 (2007) (observing that an appellant’s withdrawal of an appeal ordinarily is an act of finality and must be by clear, unequivocal, and decisive action); Tozier v. Department of the Interior , 41 M.S.P.R. 167, 168-69 (1989) (finding that the2 administrative judge properly dismissed the appeal when the appellant’s letter to the regional office plainly and unequivocally stated that he wished to withdraw his appeal). We further find that the information provided in the administrative judge’s September 17, 2019 order was not misleading or incorrect. I-2 AF, Tab 9 at 1-2; see Rose, 106 M.S.P.R. 611, ¶ 7 (stating that the Board may relieve an appellant of the consequences of his decision to withdraw an appeal when the decision was based on misleading or incorrect information provided by the Board or the agency). Accordingly, we affirm the initial decision dismissing the appellant’s removal appeal as withdrawn with prejudice to refiling. 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. 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 (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.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
Akhtar_Mohammad_A_DC-0752-19-0219-I-2__Final_Order.pdf
2024-05-01
MOHAMMAD ATIF AKHTAR v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-0752-19-0219-I-2, May 1, 2024
DC-0752-19-0219-I-2
NP
1,598
https://www.mspb.gov/decisions/nonprecedential/Stewart_Alvin_D_AT-0752-17-0123-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ALVIN DEREK STEWART, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER AT-0752-17-0123-I-1 DATE: April 30, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 James E. Bankston , Florence, Alabama, for the appellant. Tiane Doman , Esquire, and Katherine H. Reilly , Esquire, Falls Church, Virginia, for the agency. Sandy Reinfurt , 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 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). 2 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 (1) to address a finding made by the administrative judge related to the agency’s charge and (2) to clarify the basis for finding that the appellant did not prove his claims of disability discrimination or Title VII discrimination and retaliation, we AFFIRM the initial decision. BACKGROUND The appellant was employed by the agency as a legal assistant and was assigned to the Orlando Immigration Court (OIC) in Orlando, Florida. Initial Appeal File (IAF), Tab 13 at 67. During the period between February and early April 2016, he referred to his first-level supervisor as a “spy” and “Grinch,” stated “she’s outta here,” or words to that effect, mocked and laughed at her, and blocked her in the hallway. IAF, Tab 10 at 47-48. He also referred to his assignment to a different supervisor as “emancipation” that was occurring proximate to “Martin Luther King’s birthday” in comments to a coworker. Id. at 48. Based on these incidents, the agency proposed his removal for inappropriate conduct with eight specifications. Id. at 46-51. After the appellant provided a written and oral reply to the proposal, the deciding official issued a decision removing him from Federal service, effective May 14, 2016. IAF, Tab 1 at 14-19, Tab 13 at 67. 3 The appellant appealed his removal to the Board, arguing that it was the result of discrimination based on his disability, race, national origin, and sex. IAF, Tabs 1, 41. He also argued that the agency retaliated against him for equal employment opportunity (EEO) and whistleblowing activity, violated his due process rights, and committed harmful procedural error. IAF, Tabs 41, 70. After holding a 4-day hearing, IAF, Tabs 72-74, 85, the administrative judge issued an 83-page initial decision finding that the agency proved all eight specifications of the charge. IAF, Tab 100, Initial Decision (ID) at 18-35. He determined that the appellant’s removal was reasonable and promoted the efficiency of the service. ID 35-36. He also found that the appellant failed to prove his affirmative defenses of an alleged due process violation, harmful procedural error, discrimination, and retaliation for engaging in EEO activity. ID at 36-57. Further, although he found that the appellant proved that he engaged in protected activity under the Whistleblower Protection Enhancement Act of 2012 (WPEA) that was a contributing factor to his removal, he concluded that the agency proved that it would have removed the appellant even in the absence of that activity. ID at 57-76. The appellant has filed a petition for review, wherein he contests the administrative judge’s credibility findings and argues that the administrative judge erred in finding that he failed to prove any of his affirmative defenses. Petition for Review (PFR) File, Tab 1 at 8-9, 12-16, 18-22. He also argues that the administrative judge abused his discretion in denying the appellant’s motions for a protective order and to reopen the record, and in granting the agency’s request for rebuttal witness testimony while denying his request. Id. at 10, 16-18. He further argues that the atmosphere of the proceedings created a bias against him, id. at 9-10, and that he has new and material evidence that supports his claims, id. at 16-18, 29-34. The agency has filed a response. PFR File, Tab 3. 4 DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the agency proved the charge of inappropriate conduct by preponderant evidence. Similar to a charge of conduct unbecoming a Federal employee and a charge of unacceptable conduct, inappropriate conduct is a generic charge and has no specific elements of proof; the agency establishes the charge by proving that the appellant committed the acts alleged under this broad label and that the conduct was improper, unsuitable, or detracted from the appellant’s character or reputation. See Canada v. Department of Homeland Security , 113 M.S.P.R. 509, ¶ 9 (2010) (setting forth this test as to charges of conduct unbecoming and improper conduct); see also Miles v. Department of the Army , 55 M.S.P.R. 633, 637 (1992) (finding that an appellant’s conduct of running over a deer with a Government vehicle was, under the circumstances, conduct unbecoming a Federal employee because, at the very least, it was unsuitable and tended to detract from his character). Generally, an agency is required to prove its charges in an adverse action appeal by preponderant evidence.2 5 U.S.C. § 7701(c)(1)(B). In seven of the eight specifications of the inappropriate conduct charge, the agency alleged that the appellant engaged in misconduct directed at his first-level supervisor. IAF, Tab 10 at 47-48. The remaining specification related to a comment he made to a coworker as to his “emancipation” from this supervisor. Id. At the hearing, the appellant, his first-level supervisor, and a coworker who overheard the appellant’s comments as to his “emancipation,” among others, testified regarding the allegations. IAF, Tab 72, June 13, 2017 Hearing Compact Disc (HCD1) (testimony of the appellant’s first-level supervisor); IAF, Tab 73, June 14, 2017 Hearing Compact Disc (HCD2) (testimony of the appellant’s coworker); IAF, Tab 74, June 15, 2017 Hearing Compact Disc (HCD3) (testimony of the appellant). The appellant’s supervisor testified regarding her recollection 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). 5 of the incidents detailed in the proposed removal, and the appellant generally denied the alleged misconduct in his testimony. HCD1 (testimony of the appellant’s first-level supervisor); HCD3 (testimony of the appellant). When, as here, there is conflicting testimony concerning the appellant’s conduct, and it is impossible to believe the testimony of witnesses on both sides, an administrative judge must make credibility determinations to properly resolve the case. Vicente v. Department of the Army , 87 M.S.P.R. 80, ¶ 7 (2000). In the initial decision, the administrative judge assessed the credibility of each witness’s testimony as it related to each specification pursuant to the factors set forth in Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987). ID at 30-31. In doing so, he relied heavily on the witnesses’ demeanors. ID at 31-33. He also considered whether the record included prior statements or documentation consistent with the testimony provided. ID at 31-36. He concluded that the appellant’s supervisor was a more credible witness. Id. He also concluded that the witness who overheard the conversation as to “emancipation” was more credible than the appellant and the coworker with whom he had the conversation, who also testified. Id. Based primarily on these credibility determinations, the administrative judge concluded that the agency met its burden to prove the charge by preponderant evidence. Id. On review, the appellant generally argues that the administrative judge wrongfully credited the “deceptive demeanor” of his supervisor, who “used a deceptive emotional display to deceive the [administrative judge] from using good judgement.” PFR File, Tab 1 at 7-8. He points to a number of factors weighed by the administrative judge in assessing the credibility of the witnesses’ testimony, including the presence or lack of corroborating evidence and witnesses, and the witnesses’ potential bias. Id. at 7-9, 15; ID at 30-36. We decline to disturb the administrative judge’s findings. We discern nothing improper, for example, in the administrative judge’s finding that the credible testimony of the appellant’s first-level supervisor that the appellant called her a 6 “spy” was supported by her consistent account in a contemporaneous email she sent to the appellant’s second-level supervisor. ID at 31; IAF, Tab 10 at 108; see Hillen, 35 M.S.P.R. at 458 (setting forth the consistency of a witness’s version of events with other evidence as a relevant factor in assessing witness credibility). Further, we discern no basis to disturb the administrative judge’s demeanor-based credibility determination that the appellant’s supervisor’s account of this incident was more credible than those of the appellant and his corroborating witness. ID at 31-33; see Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002) (observing that the Board generally 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 appellant’s attempts on review to reweigh this evidence are unpersuasive. PFR File, Tab 1 at 8-9; 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) (same). The appellant’s other challenges to the administrative judge’s findings that the agency proved the facts underlying specifications 1 through 7 are similarly unavailing. PFR File, Tab 1 at 8-9, 15-16. In specification 8, the agency alleged that, on or about April 7, 2016, the appellant blocked his first-level supervisor in the hallway and that, when she said, “excuse me,” he did not move. IAF, Tab 10 at 48. The appellant argues on review that the agency failed to prove the actions described therein. PFR File, Tab 1 at 12-13. He argues that his standing restrictions, which were necessary to accommodate his disabilities, would not have allowed him to stand long enough for his first-level supervisor to have stated “excuse me.” Id. In finding that the agency proved this specification, the administrative judge credited the appellant’s first-level supervisor’s testimony, which recalled the incident as described, and 7 discredited the appellant’s testimony as evasive. ID at 27-28, 35. We find that the appellant’s assertion that his disability would have prevented him from engaging in the conduct alleged in specification 8 does not constitute a “sufficiently sound” reason to disturb the administrative judge’s credibility-based findings regarding this specification. ID at 35; see Haebe, 288 F.3d at 1301. We likewise find the appellant’s remaining challenges to the administrative judge’s credibility-based findings unavailing. Regarding the appropriateness of the charged misconduct, the administrative judge found that the appellant’s proven misconduct was improper as charged, characterizing it as inappropriate, disrespectful, intimidating, and, as to the comment regarding emancipation, racially inappropriate. ID at 32-35. The appellant only disputes this finding as to his “emancipation” comment on review, arguing that the word is not inappropriate because it carries “no pejorative connotation” and is not a threat. PFR File, Tab 1 at 14. We find this argument to be without merit. The underlying sentiment of the appellant’s comment essentially suggests that his prior service under his first-level supervisor was equivalent to slavery. As such, we agree with the administrative judge’s assessment of the appropriateness of the comment, ID at 34, and we similarly find that, in this particular context, the comment was inappropriate. We find it unnecessary, in light of the agency’s use of the generic charge of inappropriate conduct, to make a determination as to whether the comment was “racially” inappropriate, as characterized by the administrative judge. Thus, we modify the initial decision as to this finding, still agreeing with the administrative judge that the agency proved the specification. See Boo v. Department of Homeland Security, 122 M.S.P.R. 100, ¶ 14 (2014) (explaining that a generic charge, such as conduct unbecoming, does not include an intent element). Accordingly, we find 8 that the administrative judge did not err in finding that the agency proved its charge by preponderant evidence.3 The appellant failed to prove any of his affirmative defenses. Disability discrimination The appellant claimed as an affirmative defense that he was discriminated against based on his disabilities. IAF, Tab 41 at 5, 11-20. Specifically, he asserted that the agency failed to accommodate his disabilities by requiring him to lift boxes in violation of his medical restrictions and failing to provide him with an ergonomic workstation. Id. at 13-15. The administrative judge found that there was no dispute that the appellant was a qualified individual with a disability, but further found that he failed to “connect[] his removal to his disability.” ID at 41-42. The administrative judge concluded that “the appellant failed to establish by a preponderance of the evidence that the agency’s decision to remove him was motivated by discrimination on the basis of his disabilities.” ID at 42. On review, neither party appears to dispute these findings. 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). However, an employee who engages in misconduct is not “otherwise qualified.” Burton v. U.S. Postal Service, 112 M.S.P.R. 115, ¶ 17 (2009); Laniewicz v. Department of Veterans Affairs , 83 M.S.P.R. 477, ¶ 8 (1999). Because we agree with the administrative judge that the agency proved that the appellant engaged in misconduct, we modify the initial decision to find that the appellant failed to show that he was a qualified individual with a disability, and we affirm the 3 On review, the appellant does not challenge the administrative judge’s findings that the agency met its burden to prove a nexus between its action and the efficiency of the service, and that the penalty was within the tolerable bounds of reasonableness. ID at 35-36. We discern no reason to disturb these findings. 9 administrative judge’s finding that he failed to prove his disability discrimination affirmative defense. Prohibited discrimination and reprisal for engaging in protected EEO activity The appellant also claimed below that the agency’s decision to remove him was motivated by discrimination on the basis of his sex, race, color, and national origin, and that the agency retaliated against him for engaging in protected EEO activity.4 IAF, Tab 41 at 5, 11-12, 22-30. When an appellant asserts an affirmative defense of discrimination or retaliation under 42 U.S.C. § 2000e-16, the Board first will inquire whether the appellant has shown by preponderant evidence that the prohibited consideration was a motivating factor in the contested personnel action. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-21 . In the initial decision, the administrative judge discussed the various types of direct and circumstantial evidence and concluded that the appellant failed to prove his discrimination and non-whistleblowing retaliation affirmative defenses. ID at 42-57. The Board has since clarified that administrative judges should not separate “direct” from “indirect” evidence; rather, the dispositive inquiry is whether the appellant has shown by preponderant evidence that the prohibited consideration was a motivating factor in the contested personnel action. Pridgen, 2022 MSPB 31, ¶¶ 23-24. Here, the administrative judge discussed the distinction between direct and circumstantial evidence, ID at 42-44, but he did not disregard any evidence because it was not direct or circumstantial, ID at 44-57. Moreover, the administrative judge properly considered the documentary and testimonial evidence as a whole and concluded that the appellant failed to present sufficient evidence to establish that prohibited discrimination or retaliation for non-whistleblowing activity was a motivating 4 Because the appellant does not appear to directly challenge any of the administrative judge’s findings on review regarding these claims, we will not discuss them at length herein. 10 factor in the agency’s decision to remove him. ID at 44-57. Therefore, we modify the initial decision to clarify that the appellant failed to present evidence of discriminatory motive, regardless of how such evidence is characterized. The appellant’s substantive rights are not prejudiced by this clarification because he has failed to prove these claims both below and on review, regardless of the clarification.5 See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984). On review, the appellant does not appear to challenge the administrative judge’s assessment of the evidence with any meaningful specificity. For example, he generally claims that the administrative judge “practically ignored” his discrimination claims, but the administrative judge’s 16-page analysis shows otherwise. PFR File, Tab 1 at 15; ID at 42-57. Further, he disputes the administrative judge’s finding that his supervisors were unaware of his numerous EEO complaints. PFR File, Tab 1 at 13-14. We are not persuaded by the appellant’s arguments. The administrative judge considered the relevant evidence and argument and found that the appellant failed to prove that his EEO activity was a motivating factor in his removal. ID at 45-57. To the extent that the appellant’s challenges to the administrative judge’s credibility findings on review constitute a challenge to the analysis of his EEO retaliation claims, we must defer to those determinations absent a “sufficiently sound” reason to disturb those conclusions, and the appellant has not presented such a reason. See Haebe, 288 F.3d at 1301. 5 To the extent that one or more of the appellant’s EEO complaints contain allegations of retaliation against the appellant for engaging in protected activity as to his disabilities, IAF, Tab 41 at 44, we clarified the standard of causation for such claims in Pridgen, 2022 MSPB 31, ¶¶ 31-35, wherein we found that an appellant must show that an agency’s retaliatory action(s) would have not occurred but for an appellant’s protected activity. Here, the administrative judge applied the “motivating factor” analysis to the appellant’s discrimination and EEO retaliation claims. ID at 42-44, 57. Because we agree with the administrative judge’s conclusion that the appellant failed to meet the lower “motivating factor” standard, we find that an analysis under the “but for” standard would not result in a different outcome. Thus, the appellant’s substantive rights were not prejudiced by any error. See Panter, 22 M.S.P.R. at 282. 11 Whistleblower reprisal The appellant also asserted reprisal for activities and disclosures protected by the WPEA as an affirmative defense. IAF, Tab 41 at 22-32. Once an agency proves an adverse action case by preponderant evidence, an appellant asserting an affirmative defense of reprisal for such disclosures and activity must show by preponderant evidence that he made a protected disclosure or engaged in protected activity and that the disclosure or activity was a contributing factor in the adverse action. Shibuya v. Department of Agriculture , 119 M.S.P.R. 537, ¶ 19 (2013); see Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶ 12 (2015) (recognizing that, under the WPEA, an appellant may raise an affirmative defense of whistleblower reprisal based on protected activity under 5 U.S.C. § 2302(b)(9) (A)(i), (B), (C), and (D)). If the appellant makes this prima facie showing, the burden of persuasion 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 disclosure or activity. 5 U.S.C. § 1221(e)(2); Alarid, 122 M.S.P.R. 600, ¶ 14. In the initial decision, the administrative judge found that the appellant failed to make any protected disclosures, ID at 61-70, but that, because he had filed previous Board appeals and numerous complaints with the Office of Special Counsel (OSC) and the Office of the Inspector General (OIG), he engaged in protected activity, ID at 60-61 (citing 5 U.S.C. § 2302(b)(9)(A)(i), (C)). He further found that, because the deciding official was aware of this activity and the filings all occurred within a period of slightly more than a year prior to the decision to remove the appellant, the appellant had established that his protected whistleblowing activity was a contributing factor in the agency’s decision to remove him. ID at 72. Nonetheless, the administrative judge found that the agency proved by clear and convincing evidence that it would have removed the appellant even in the absence of his protected whistleblowing activity. ID at 72 12 (citing Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999)). Although the appellant’s challenges on review to the administrative judge’s findings regarding his whistleblower claims are not entirely clear, it appears that he is arguing that his disclosure of an alleged affair between his first- and second- level supervisors constituted a protected disclosure. PFR File, Tab 1 at 14-15; IAF, Tab 41 at 4. To be considered a protected disclosure under 5 U.S.C. § 2302(b)(8)(A), an appellant must prove that he reasonably believed the disclosed information 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. 5 U.S.C. § 2302(b)(8)(A). After a thorough 10-page analysis of witness testimony and documentary evidence, the administrative judge found that the appellant failed to establish that he reasonably believed that his supervisors were involved in an inappropriate personal relationship, ID at 62, 64, and that, even if he had proven that he reasonably believed that his supervisors were engaged in an affair, he also failed to prove that he had a reasonable belief that the alleged inappropriate relationship evidenced wrongdoing under 5 U.S.C. § 2302(b)(8)(A), ID at 70. We agree with the administrative judge that the appellant’s disclosure of an alleged inappropriate relationship does not evidence one of the categories of wrongdoing described in 5 U.S.C. § 2302(b)(8). See Ayers v. Department of the Army , 123 M.S.P.R. 11, ¶¶ 23-24 (2015) (holding that an employee’s allegation of an improper relationship between her supervisors without any allegation of preferential treatment or violation of law, rule, or regulation, was not a protected disclosure and, thus, could not form the basis of an affirmative defense of whistleblower reprisal). Further, the appellant has not articulated a specific challenge to these findings beyond his general claim that the disclosure was protected, PFR File, Tab 1 at 14-15, and we discern no reason to disturb the initial decision in this regard, see Weaver v. Department of the Navy , 2 M.S.P.R. 13 129, 133-34 (1980) (explaining that the Board will not undertake a complete review of the record unless the appellant identifies specific evidence in the record which demonstrates error), review denied, 669 F.2d 613 (9th Cir. 1982) (per curiam). The appellant also appears to argue that the administrative judge erred in his assessment of the existence and strength of any motive to retaliate on the part of agency officials who were involved in the decision to remove the appellant. PFR File, Tab 1 at 13-14. Specifically, he argues that the administrative judge improperly found that there was no evidence to support the appellant’s claim that his first- and second-level supervisors were aware of his protected whistleblowing activity prior to the issuance of the proposed removal because both supervisors should have been aware of his EEO complaints. Id.; ID at 74. The administrative judge’s reference to the appellant’s protected activity concerns his prior Board appeals and OIG and OSC complaints; he did not determine whether any of the appellant’s EEO complaints were subject to the WPEA. ID at 60-61, 71. The Board has held that engaging in EEO activity is considered protected activity under 5 U.S.C. § 2302(b)(9)(A)(i) when the complaint seeks to remedy whistleblower reprisal under 5 U.S.C. § 2302(b)(8). 5 U.S.C. §§ 1221(a), 2302(b)(9)(A); Bishop v. Department of Agriculture , 2022 MSPB 28, ¶ 15. We have reviewed the EEO complaints in the record, and it appears that, in his EEO complaint filed on April 19, 2016, the appellant alleged that agency officials engaged in prohibited personnel practices such as making false allegations against him and abusing their authority in reprisal for his prior EEO, OIG, and OSC complaints. IAF, Tab 56 at 6. To the extent that the appellant alleges that this EEO complaint constitutes protected activity under the WPEA, we are without jurisdiction to review this claim. An allegation of reprisal for engaging in protected activity, as opposed to reprisal for making protected disclosures, is not actionable in an IRA appeal. See Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 7 (2013) (explaining that the Board lacks 14 IRA jurisdiction over a claim of reprisal for filing a claim that did not seek to remedy whistleblower reprisal). Therefore, we find that the filing of the appellant’s April 19, 2016 EEO complaint does not constitute protected activity.6 Nonetheless, because the administrative judge found that the appellant established a prima facie case of whistleblower reprisal with respect to his OSC and OIG complaints and two prior Board appeals, he conducted an analysis to determine whether the agency proved by clear and convincing evidence that it would have taken the same personnel action in the absence of the whistleblowing. ID at 72-76; see Carr, 185 F.3d at 1323. In making this determination, the Board considers 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, 185 F.3d at 1323. In analyzing agency officials’ motive to retaliate—the only portion of the Carr factor analysis that the appellant appears to challenge on review—the administrative judge observed that the deciding official was not implicated in the appellant’s whistleblowing activity. ID at 73. The administrative judge concluded that, although he may have had some institutional motive to retaliate against the appellant as an agency manager, see Whitmore v. Department of Labor, 680 F.3d 1353, 1370 (Fed. Cir. 2012), the record did not support the conclusion that he had a significant motive to retaliate against the appellant, ID 6 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 United States Code. These amendments expanded protected activity to include complaints to any agency “component responsible for internal investigation or review.” Pub. L. No. 115-91, 1097(c)(1)(A), 131 Stat. at 1618 (codified at 5 U.S.C. § 2302(b)(9) (C)). The events related to this appeal occurred in 2016, before the enactment of the NDAA, and the Board has held that the amendment to 5 U.S.C. § 2302(b)(9)(C) is not retroactive. See Edwards v. Department of Labor , 2022 MSPB 9, ¶¶ 29-33, aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023). Thus, we do not consider here the impact of section 1097 on this appeal. 15 at 73. The deciding official testified at the hearing that none of the appellant’s OIG, OSC, or EEO complaints and Board appeals had any effect on his decision and that he would have removed the appellant in the absence of those claims. HCD2 (testimony of the deciding official); ID at 71-72. We defer to the administrative judge’s implicit demeanor-based credibility finding. See Purifoy v. Department of Veterans Affairs , 838 F.3d 1367, 1372-73 (Fed. Cir. 2016) (holding that, when an administrative judge has held a hearing and has made credibility determinations that were explicitly or implicitly based on the witnesses’ demeanor while testifying, the Board generally must defer to those credibility determinations). Because we agree with the remainder of the administrative judge’s Carr factor analysis, ID at 72-76, we will not disturb his ultimate conclusion that the agency proved by clear and convincing evidence that it would have removed the appellant even in the absence of his protected activity. Due process violations The appellant also argued as an affirmative defense that the deciding official violated his due process rights by considering emails between his first- and second-level supervisors, as well as other agency officials, regarding the allegations against him. IAF, Tab 70 at 6-12; PFR File, Tab 1 at 21. Although an appellant’s right to due process can extend to ex parte information provided to a deciding official, only ex parte communications that introduce new and material evidence to the deciding official constitute due process violations. Ward v. U.S. Postal Service, 634 F.3d 1274, 1279-80 (Fed. Cir. 2011); Stone v. Federal Deposit Insurance Corporation , 179 F.3d 1368, 1376-77 (Fed. Cir. 1999). An employee’s due process rights are not violated when he receives or is made aware of, but does not request, all of the materials underlying his proposed removal. See McNab v. Department of the Army , 121 M.S.P.R. 661, ¶ 18 (2014) (finding that no due process violation occurred when an appellant was made aware of, but did not request, agency materials supporting his proposed removal). 16 The administrative judge found that the emails in question were attached to the notice of proposed removal that the agency served on the appellant. ID at 37. Thus, he found that the appellant failed to establish by preponderant evidence that the agency removed him from his position without affording him due process. ID at 38. Although the appellant’s arguments on review are not a model of clarity, it appears that he is reasserting his claim that the deciding official improperly relied on emails to which he was not given an opportunity to respond. PFR File, Tab 1 at 20-21. We have reviewed the record, and we agree with the administrative judge that the appellant was provided access to the emails upon receipt of the proposal notice. IAF, Tab 10 at 46-51, 107-110, 115-124. The appellant also appears to argue that the agency violated his due process rights because the deciding official relied on documents that the appellant received through a Freedom of Information Act (FOIA) request after the decision letter was issued. PFR File, Tab 1 at 21; IAF, Tab 57 at 15-25. The documents in question are emails the agency provided to the appellant with heavy redactions for FOIA exceptions. IAF Tab 57 at 15-25. If they contain substantive information, the appellant has not provided it and does not claim that he filed a motion to compel below or that the agency improperly redacted the documents. Thus, we discern no basis to conclude from these emails that the deciding official received new and material information during his deliberations. Cf. Szejner v. Office of Personnel Management , 99 M.S.P.R. 275, ¶ 5 (2005) (declining to consider the appellant’s arguments on review that the agency failed to respond to his discovery requests because he did not file a motion to compel below), aff’d, 167 F. App’x 217 (Fed. Cir. 2006). The appellant also appears to argue on review that the agency violated his due process rights because the deciding official was biased. PFR File, Tab 1 at 20-21. Specifically, he argues that the deciding official was improperly influenced by the appellant’s first- and second-level supervisors. Id. To establish a due process violation based on the identity of a deciding official, an appellant 17 must assert specific allegations indicating that the agency’s choice of deciding official made the risk of unfairness to the appellant intolerably high. Holton v. Department of the Navy , 123 M.S.P.R. 688, ¶ 30 (2016). The appellant has made no such allegations. Accordingly, we agree with the administrative judge that the appellant failed to prove that the agency violated his due process rights. Harmful procedural error The appellant also argued as an affirmative defense that the agency committed harmful procedural error by violating Department of Justice Policy Memorandum 2015-04 when it failed to conduct an investigation into his allegations of harassment by his supervisor, IAF, Tab 94 at 19; PFR File, Tab 1 at 22, and by failing to provide him with an opportunity to respond to the allegations against him prior to the issuance of the proposed removal, IAF, Tab 41 at 10; PFR File, Tab 1 at 20. For a procedural error to warrant reversal of an agency action, the appellant must establish that the agency committed a procedural error that likely had a harmful effect on the outcome of the case before the agency. Powers v. Department of the Treasury , 86 M.S.P.R. 256, ¶ 10 (2000); 5 C.F.R. § 1201.56(c)(1). The administrative judge considered the appellant’s arguments and found that the policy was “essentially a statement describing the stance of the [agency] regarding claims of harassment in the workplace [and] did not require the agency to take any specific actions upon receiving a complaint of harassment.” ID at 38-39. He further found that, to the extent the policy provides that the agency will take swift corrective action against any agency employee who engages in harassment, the appellant failed to establish that the agency determined that any of the agency employees involved in the decision to remove him actually engaged in harassment. ID at 39. On review, the appellant reasserts this argument, PFR File, Tab 1 at 22, but he has not provided any reason to disturb the administrative judge’s rulings. 18 Regardless of whether the agency violated the policy at issue, the appellant has not shown that any error likely caused the agency to reach a different conclusion in the removal proceedings from the one it would have reached in the absence or cure of any error related to the policy. See Powers, 86 M.S.P.R. 256, ¶ 10; 5 C.F.R. § 1201.4(r). As such, we find no error in the administrative judge’s ruling. Regarding the appellant’s argument that he was not provided with an opportunity to respond to the allegations against him prior to the issuance of the proposal notice, the administrative judge found that he failed to establish that there was any specific policy or regulation that required the agency to afford the appellant an opportunity to respond to allegations of misconduct prior to issuing a proposal to take adverse action against him. ID at 38. The appellant reasserts this argument on review, but he has not pointed to any law, rule, or regulation that requires an agency to provide such an opportunity before it issues a proposed adverse action. To the extent he is alleging a violation of his right to respond to the charges, this right attaches after the issuance of a proposed action but before a final decision on that proposal is issued. See 5 U.S.C. § 7513(b); Cleveland Board of Education v. Loudermill , 470 U.S. 532, 542-45 (1985). Accordingly, we agree with the administrative judge that the appellant failed to prove his affirmative defense of harmful error. The administrative judge did not abuse his discretion in denying the appellant’s motion for a protective order, allowing additional agency witnesses, or denying the appellant’s requests for rebuttal witnesses and motion to reopen the record . The appellant argues on review that the administrative judge abused his discretion when he denied the appellant’s motion for a protective order to “protect [his] witnesses from any forms of [a]gency witness tampering, intimidation, threats, harassment, and retaliation for providing any true testimony.” PFR File, Tab 1 at 10; IAF, Tab 67 at 4. The administrative judge denied the motion, with the caveat that if, during the hearing, he formed the 19 impression that such an order was necessary, he would reconsider the ruling. IAF, Tab 71. The appellant argues that the administrative judge abused his discretion in denying this motion because it directly affected his witnesses’ willingness to provide accurate testimony due to fear of retaliation. PFR File, Tab 1 at 10. The appellant also argues on review that the administrative judge abused his discretion when he approved the agency’s rebuttal witnesses from the Social Security Administration but denied his additional witness requests and when he denied the appellant’s motion to reopen the record for consideration of purportedly new evidence discovered after the record closed below but before the initial decision was issued. Id. at 16-18; IAF, Tab 94 at 36-37. We find that all of these decisions fall within the administrative judge’s broad scope of authority and discretion to control the proceedings before him. 5 C.F.R. § 1201.41(b)(8), (10), (14). A request for a protective order will not be granted based on mere speculation. Pumphrey v. Department of Defense , 122 M.S.P.R. 186, ¶ 14 (2015). The appellant did not explain his request below, and only speculates about potential wrongful acts by the agency on review. IAF, Tab 67; PFR File, Tab 1 at 10. We find that the administrative judge properly denied the appellant’s motion. IAF, Tab 71 at 2. Regarding the approval of the agency’s rebuttal witnesses, the appellant argued that allowing these witnesses was an abuse of discretion because they were only called to discredit his testimony. PFR File, Tab 1 at 10-11; IAF, Tab 94 at 36-37. However, the Board has treated impeachment evidence as a relevant consideration for an administrative judge. See Heller v. Department of the Army , 36 M.S.P.R. 675, 680 (1988) (finding that agency evidence that is offered to show possible bias of a witness and to rebut the testimony of a witness was relevant and properly admitted). Moreover, in granting the agency’s request to call additional witnesses, the administrative judge noted that the witnesses were unable to testify during the earlier portion of the hearing due to time constraints. IAF, Tab 79 at 1 n.1. Based on the foregoing, we find that the administrative judge properly 20 exercised his discretion in controlling the proceedings. See 5 C.F.R. § 1201.41(b) (8). Regarding the appellant’s witness requests denied by the administrative judge, we similarly find no abuse of discretion. Like the agency, the appellant requested rebuttal witnesses for the similar purpose of impeaching other witness testimony. IAF, Tab 78. However, the administrative judge denied the appellant’s requested witnesses because each of them had already testified at the hearing and had an opportunity to rebut any of the agency’s proffered evidence. IAF, Tab 79 at 1 n.1. Because an administrative judge has the authority to exclude testimony that he believes would be irrelevant, immaterial, or unduly repetitious, we find the administrative judge’s ruling to be a proper exercise of discretion. Parker v. Department of Veterans Affairs , 122 M.S.P.R. 353, ¶ 21 (2015); 5 C.F.R. § 1201.41(b)(10). Moreover, the appellant has not adequately or clearly explained in his petition for review how testimony from these witnesses might have changed the outcome of his appeal. PFR File, Tab 1 at 16-18. As such, he does not articulate a basis to grant review. See Hulett v. Department of the Navy, 120 M.S.P.R. 54, ¶ 5 n.2 (2013) (declining to grant review based on an appellant’s claim that the administrative judge improperly curtailed his cross examination of the deciding official because the appellant did not explain what information he hoped to obtain or how it would affect the outcome of his appeal). Regarding the appellant’s argument that the administrative judge erred when he denied the appellant’s request to reopen the record to admit purportedly new and material evidence, PFR File, Tab 1 at 16-17, we find no abuse of discretion. After the hearing, the appellant filed a motion to submit new evidence, including an unsworn statement by a coworker dated July 16, 2017, a letter of counseling issued to that same coworker in July 2012, a copy of that coworker’s annual performance rating for 2011, and copies of emails dated September 7, 2010, and September 16, 2012. IAF, Tab 87. The administrative judge denied the motion. ID at 16-17 n.9. He reasoned that the record on appeal 21 closed with the conclusion of the hearing, and the information sought to be admitted was available before the record closed on July 14, 2017. Id.; see 5 C.F.R. § 1201.59(a), (c) (explaining that the record normally closes at the conclusion of the hearing, after which only evidence or argument that was not readily available or that rebuts the other party’s evidence or argument submitted just before the record closed will be accepted). The appellant has not specifically disputed that finding on review, and we decline to disturb it. In sum, the appellant has provided no evidence or compelling argument to support his claims that the administrative judge’s rulings extended beyond this well-established discretion. See Pecard v. Department of Agriculture , 115 M.S.P.R. 31, ¶ 15 (2010) (stating that the abuse of discretion standard is a very high standard and allows for great deference). Accordingly, we find that the appellant has failed to show that the administrative judge abused his discretion or committed reversible error.7 The appellant has not presented any new and material evidence that warrants a reversal of the initial decision. On review, the appellant seeks to resubmit his coworker’s June 16, 2017 statement and also attaches what appear to be unsigned and undated notes from this coworker. PFR File, Tab 1 at 17-18, 29-34. Because the information contained in these documents concerns events predating the close of the record below and the individual who authored them testified on the appellant’s behalf, 7 The appellant also argues on review that “the agency preset the atmosphere at the start of the trial[] by inserting armed guards and posting them next to [the appellant] as if [the appellant] was a criminal on trial and under arrest to influence [the administrative judge] with the appearance that he was violent.” PFR File, Tab 1 at 9. To the extent that the appellant is arguing that the administrative judge was either biased in permitting the armed guards or that their presence caused the administrative judge to become biased, we find the appellant’s claims insufficient. 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)). The appellant’s assertions here do not meet this rigorous standard. 22 they provide no basis for granting review. See 5 C.F.R. § 1201.115(d) (providing that the Board will grant a petition for review based on new evidence, and that to constitute such evidence, the information contained in the documents, and not just the documents themselves, must have been unavailable despite due diligence when the record closed). We have considered all of the appellant’s arguments on review but have concluded that a different outcome is not warranted. Except as expressly modified as outlined above, we affirm the initial decision and deny the appellant’s petition for review. NOTICE OF APPEAL RIGHTS8 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 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. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 23 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 obtain 24 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 25 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.9 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 9 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. 26 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.
Stewart_Alvin_D_AT-0752-17-0123-I-1__Final_Order.pdf
2024-04-30
ALVIN DEREK STEWART v. DEPARTMENT OF JUSTICE, MSPB Docket No. AT-0752-17-0123-I-1, April 30, 2024
AT-0752-17-0123-I-1
NP
1,599
https://www.mspb.gov/decisions/nonprecedential/Brown_Jacqueline_SF-1221-22-0006-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JACQUELINE BROWN, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-1221-22-0006-W-1 DATE: April 30, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Anthony Rogers , Esquire, 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 her individual right of action (IRA) appeal on the basis of 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 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 to clarify the basis for res judicata, we AFFIRM the initial decision. The appellant’s arguments do not provide a basis to disturb the initial decision. In her petition, the appellant alleges bias on part of the administrative judge, largely because of agency-favorable rulings and factual findings that he made in her prior Board IRA appeals. Petition for Review (PFR) File, Tab 1 at 6-8. The appellant also asserts that she has reviewed other cases handled by the administrative judge, which purportedly show “deep-rooted favoritism towards agencies.”2 PFR File, Tab 4 at 5-6. The Board consistently has held that, in making a claim of bias against an administrative judge, the appellant must overcome the presumption of honesty and integrity that accompanies all administrative adjudicators. Washington v. Department of the Interior , 81 M.S.P.R. 101, ¶ 7 (1999). This presumption can be overcome only by a substantial showing of personal bias. Williams v. U.S. Postal Service , 2 To support this assertion, the appellant provides additional documents, i.e., documents that she received following the issuance of the initial decision in response to a Freedom of Information Act request that she filed with the Board. PFR File, Tab 4 at 8-10. These documents, which pertain to the administrative judge’s adjudication of IRA appeals, are not material to the outcome of this matter. Id.; 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).2 87 M.S.P.R. 313, ¶ 12 (2000). Here, the record is devoid of any indication of personal bias; thus, the appellant’s assertions are unavailing. The appellant contends that the administrative judge abused his authority. PFR File, Tab 1 at 6-7. The appellant’s claims in this regard, however, seemingly pertain to evidentiary rulings made by the administrative judge in prior Board appeals for which a final decision has already been issued; thus, they are not material to the outcome of this matter. Id. To the extent the appellant contends that these rulings support her claim of bias, we find her contention unavailing. See Vaughn v. Department of the Treasury , 119 M.S.P.R. 605, ¶ 18 (2013) (stating that the Board will not infer bias based on an administrative judge’s case-related rulings). The appellant challenges the administrative judge’s denial of her request that he recuse himself from this matter. PFR File, Tab 1 at 6-7; Initial Appeal File (IAF), Tab 9 at 13-14, Tab 17 at 1. We discern no basis to disturb the administrative judge’s denial order; indeed, as set forth therein, the appellant’s request failed to comport with 5 C.F.R. § 1201.42, which required her (1) to file her request as soon as she had reason to believe that there was a basis for disqualification and (2) to provide the reasons for her recusal request in an affidavit or sworn statement under 28 U.S.C. § 1746. IAF, Tab 17 at 1; see 5 C.F.R. § 1201.42(b). Moreover, the appellant did not seek interlocutory review of the administrative judge’s denial of her request. See 5 C.F.R. § 1201.42(c) (stating that, if an administrative judge denies a request for withdrawal, the party seeking withdrawal may request certification of the issue to the Board as an interlocutory appeal and that failure to request certification is considered a waiver of the withdrawal request). Thus, the appellant’s challenge is unavailing. We modify the initial decision to clarify the basis for res judicata. Under the doctrine of res judicata, 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. Peartree v. U.S. Postal Service , 66 M.S.P.R. 332, 3373 (1995). 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. Id. For res judicata purposes, a cause of action is the set of facts that gives an appellant the right to seek relief from an agency. Jennings v. Social Security Administration , 123 M.S.P.R. 577, ¶ 25 (2016). Here, we agree with the administrative judge’s conclusion that the instant appeal is barred by res judicata; however, we take this opportunity to clarify the basis for this conclusion. IAF, Tab 26, Initial Decision at 33. In the instant appeal, the appellant has not raised any personnel actions that she could not have raised in a prior Board IRA appeal for which a final judgment on the merits has already been issued. See Peartree, 66 M.S.P.R. at 337 (explaining that res judicata precludes parties from relitigating issues that were, or could have been , raised in the prior action). Indeed, the appellant had previously exhausted all of the personnel actions at issue with the Office of Special Counsel; however, she elected to challenge only one of these actions in her prior Board appeal. Brown v. Department of the Air Force , MSPB Docket No. SF-1221-19-0481-W-1, Initial Appeal File, Tab 1 at 19-35, Tab 18 at 7; IAF, Tab 9 at 20. She may not now reexhaust these personnel actions and attempt to litigate them under new legal theories. See Inman v. Department of Veterans Affairs , 115 M.S.P.R. 41, ¶ 15 (2010) (identifying personnel actions as the “cause of action” for purposes of applying res judicata to an IRA appeal) ; see also Sabersky v. Department of Justice, 91 M.S.P.R. 210, ¶¶ 7-8 (2002) (explaining that res judicata bars an appellant from challenging a cause of action under a new legal theory). Thus, although we agree that this appeal should be dismissed on the basis of res judicata, we clarify the reason therefor. 4 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). 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
Brown_Jacqueline_SF-1221-22-0006-W-1__Final_Order.pdf
2024-04-30
JACQUELINE BROWN v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-1221-22-0006-W-1, April 30, 2024
SF-1221-22-0006-W-1
NP