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https://www.mspb.gov/decisions/nonprecedential/Herrera_ToddSF-1221-20-0133-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TODD HERRERA, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-1221-20-0133-W-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Paul Richardson , Boise, Idaho, for the appellant. Kacy Coble , Esquire, North Little Rock, Arkansas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; 1A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions.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). 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 as to why the appellant failed to nonfrivolously allege that his protected activity was a contributing factor in any personnel action taken against him, we AFFIRM the initial decision. BACKGROUND The agency hired the appellant as a Police Officer in March 2019. Herrera v. Department of Veterans Affairs , MSPB Docket No. SF-1221-20-0133-W-1, Initial Appeal File (IAF), Tab 8 at 17. One of the requirements of the appellant’s position was to complete the agency’s Police Officer Standardized Training (POST) Course at the agency’s Law Enforcement Training Center (LETC). Id. at 19, 32-33. The appellant began this training in April 2019. IAF, Tab 9 at 4. On June 13, 2019, the LETC Director informed the appellant and his management that he would not be allowed to complete the POST Course because of alleged misconduct. IAF, Tab 1 at 7. The following day, the appellant’s management submitted a request to LETC that he be readmitted into the POST Course. Id. at 9-10. Although the record does not reveal what response, if any, LETC officials provided at that time, the appellant was not readmitted.2 On August 19, 2019, the appellant filed a complaint with the Office of Special Counsel (OSC). IAF, Tab 15 at 1. As some correspondence regarding the appellant’s complaint indicates, it concerned his dismissal from LETC, which he believed was in violation of the law because he was not provided with advance notice and an opportunity to reply. IAF, Tab 6 at 42-44. The appellant also asserted that the LETC Director abused his power and falsified information when he alleged that the appellant engaged in misconduct. Id. at 12-13. There is no indication that the appellant asserted that he made a protected disclosure or engaged in a protected activity prior to his dismissal from LETC. According to the appellant, on September 24, 2019, after his management made further requests to LETC that he be allowed to complete his training, LETC staff responded that he would not be allowed to return. Herrera v. Department of Veterans Affairs , MSPB Docket No. SF-1221-20-0025-W-1, Appeal File (0025 AF), Tab 1 at 11-12.2 That same day, the appellant emailed OSC to inform it of this update and asserted that the agency’s actions constituted whistleblower retaliation. Id. On October 3, 2019, OSC terminated its investigation into the appellant’s August 2019 OSC complaint. IAF, Tab 6 at 47-48. On October 9, 2019, the appellant filed an IRA appeal with the Board, asserting that the agency committed whistleblower retaliation and violated various statutes and regulations when it dismissed him from LETC. 0025 AF, Tab 1 at 6. The appellant shortly thereafter moved to withdraw that IRA appeal, 0025 AF, Tab 4 at 4, and the administrative judge thus dismissed it as withdrawn, 0025 AF, Tab 7. The appellant filed a second OSC complaint later that month. IAF, Tab 6 at 6, Tab 14 at 6. In that complaint, he alleged that after OSC initiated an investigation into his first complaint and notified the LETC Director of that OSC complaint, the Director misled OSC investigators in order to “justify / continue 2 The Board may take official notice of matters that can be verified, including documents or actions in other Board appeals. Wofford v. Department of Justice , 115 M.S.P.R. 468, ¶ 5 n.4 (2010); see 5 C.F.R. § 1201.64.3 denying [the appellant] access to training at . . . LETC.” IAF, Tab 6 at 29-32. OSC terminated its investigation into the appellant’s October 2019 OSC complaint on November 19, 2019. Id. at 34. This IRA appeal followed. The appellant alleged that LETC dismissed him from training and refused to readmit him in retaliation for his protected OSC activity. IAF, Tab 1 at 4-5, 8-12. The administrative judge informed the appellant how to establish the Board’s jurisdiction over his IRA appeal. IAF, Tab 2 at 2-8. While this appeal was pending below, the appellant resigned from the agency and transferred to the Department of Homeland Security. IAF, Tab 16 at 5. The administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 17, Initial Decision (ID). She assumed, without making findings, that the appellant exhausted his OSC remedy and engaged in protected activity by filing the August 2019 OSC complaint. ID at 7-8. She found that the appellant could not establish that his OSC complaint, which he filed after he was dismissed from training at LETC, contributed to the dismissal.3 ID at 9. Finally, the administrative judge determined that the appellant failed to nonfrivolously allege that his OSC complaint was a contributing factor in any decision not to readmit the appellant into the LETC. ID at 10-11. The appellant has filed a petition for review, in which he primarily disagrees with the LETC Director’s decision to dismiss him from the POST Course. Petition for Review (PFR) File, Tab 1 at 6-8. He reasserts that the LETC Director improperly impeded his continued access to training at LETC. Id. at 8. The agency has not filed a response. 3 Although the administrative judge stated in the initial decision that the dismissal from training was “not a personnel action,” the context of her finding makes it clear she was finding that the appellant failed to nonfrivolously allege contributing factor. ID at 9. Specifically, she stated that the appellant could not establish that his dismissal from training was retaliatory “since he had not engaged in any protected activity that the time.” Id.4 DISCUSSION OF ARGUMENTS ON REVIEW To establish jurisdiction in an IRA appeal, an appellant generally must show by preponderant evidence that he exhausted his administrative remedies before OSC and nonfrivolously allege 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 an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). Here, the appellant appears to re-raise two alleged personnel actions. Specifically, he contests the merits of his initial dismissal from training, and realleges that the LETC Director improperly prevented him from accessing LETC thereafter. PFR File, Tab 1. We will address each in turn. As to the appellant’s dismissal from training, he makes no specific jurisdictional arguments. Instead, he asserts that he did not engage in misconduct while attending the POST Course and the agency cannot prove a nexus between his dismissal from training and the efficiency of the service. PFR File, Tab 1 at 5-8. We cannot reach these issues regarding the merits of the agency’s action absent Board jurisdiction over his IRA appeal. Schmittling v. Department of the Army, 219 F.3d 1332, 1336-37 (Fed. Cir. 2000) (finding that in an IRA appeal, the Board may not assume that the appellant has established jurisdiction over his appeal, and then proceed to reject his whistleblower reprisal claim on the merits; rather, the Board must first address the matter of jurisdiction before proceeding to the merits of the appeal). The appellant does not dispute that he failed to establish the contributing factor element of the jurisdictional test. We discern no basis to disturb the5 administrative judge’s determination that the appellant failed to nonfrivolously allege that his first OSC complaint was a contributing factor in his dismissal from training 2 months earlier. ID at 9. A protected activity cannot contribute to a personnel action which predates it. El v. Department of Commerce , 123 M.S.P.R. 76, ¶ 10 (2015), aff’d per curiam , 663 F. App’x 921 (Fed. Cir. 2016). As to LETC’s decision to deny the requests of the appellant’s managers to readmit him to LETC, the appellant appears to re-raise this claim, but makes no specific arguments. PFR File, Tab 1 at 8; IAF, Tab 6 at 29-32. Nonetheless, we take this opportunity to supplement the administrative judge’s finding on contributing factor to incorporate the Board’s specific case law on this issue. See Parrish v. Merit Systems Protection Board , 485 F.3d 1359, 1362 (Fed. Cir. 2007) (expressing the Board’s obligation “to determine its own jurisdiction over a particular appeal”). The administrative judge found that the denial of readmission, if true, would be a personnel action. ID at 10. However, she found that the appellant failed to nonfrivolously allege that his OSC activity, beginning with his OSC complaint in August 2019, was a contributing factor in the denial of readmission into LETC. ID at 9-11. More specifically, the administrative judge found that there was neither evidence nor a nonfrivolous allegation indicating that LETC allowed individuals dismissed for misconduct to re-enroll in the POST Course, and she concluded that the decision to bar him from re-enrolling was made at the same time that he was dismissed from the training in June 2019. ID at 9-10. The appellant does not challenge these findings, and we discern no reason to disturb them.4 4 The administrative judge also found that the record reflected that the agency had no retaliatory animus toward the appellant. ID at 11. To the extent that the administrative judge thereby reached the issue of whether the agency proved by clear and convincing evidence that it would have taken the same action regardless of the appellant’s protected activity, we vacate that finding. See Clarke v. Department of Veterans Affairs, 121 M.S.P.R. 154, ¶ 19 n.10 (2014) (recognizing that the Board may not proceed to the clear and convincing evidence test unless it has first made a finding that the appellant established a prima facie case of whistleblower reprisal), aff’d per curiam,6 A disclosure or activity that occurs after the personnel action at issue was taken cannot be considered a contributing factor in that personnel action. Sherman v. Department of Homeland Security , 122 M.S.P.R. 644, ¶ 8 (2015). Further, an agency has no obligation to reverse or otherwise reconsider a decision to take a personnel action merely because it later learns that the affected employee made a protected disclosure or engaged in protected activity. See Buckler v. Federal Retirement Thrift Investment Board , 73 M.S.P.R. 476, 496 (1997); Charest v. Federal Emergency Management Agency , 54 M.S.P.R. 436, 440-41 (1992). To satisfy the contributing factor criterion at the jurisdictional stage when the personnel action at issue is the agency’s implementation of a prior decision, an appellant must nonfrivolously allege that the decision was merely contemplated and in preparation at the time the agency learned of his disclosure. Sherman, 122 M.S.P.R. 644, ¶¶ 8-9. In Sherman, the Board considered whether an appellant met his jurisdictional burden as to a lowered performance evaluation that the appellant alleged the agency initiated before, but finalized after, the reviewing official learned of the appellant’s alleged disclosure. Id., ¶¶ 3-4, 7. The Board found that there was conflicting evidence as to the finality of the initial performance evaluation, and it could not resolve this conflict without weighing that evidence. Id., ¶ 10. Because the Board cannot weigh conflicting evidence at the jurisdictional stage, it found that the appellant met his burden to nonfrivolously allege contributing factor. Id., ¶ 11. We find that the situation differs here from that in Sherman because the appellant has not alleged that the agency’s June 2019 decision was provisional. In his June 13, 2019 memorandum dismissing the appellant from the POST 623 F. App’x 1016 (Fed. Cir. 2015). Although the U.S. Court of Appeals for the Seventh Circuit has disagreed with the Board’s decision in Clarke, it has done so on different grounds. Delgado v. Merit Systems Protection Board , 880 F.3d 913, 923-25 (7th Cir. 2018). Thus, its disagreement does not implicate the finding for which we cite Clarke here.7 Course, the LETC Director stated that the appellant “will not be able to return to LETC for any further training due to misconduct.” IAF, Tab 1 at 7. LETC’s directives provide that students whose training assignments are terminated for misconduct are barred from returning to LETC for any future training. IAF, Tab 8 at 24, 26. The directives also provide that “[t]he LETC Director, or designee, is the approval authority for removing a student from training for conduct.” Id. at 26. There is no indication that any law, rule, or regulation provided students with a right to challenge a dismissal for alleged misconduct from LETC. Nor did the LETC Director otherwise indicate that he might reconsider his decision. IAF, Tab 1 at 7. The appellant acknowledged that the Director made his decision to “ban [the appellant] from training before he contacted the OSC and therefore his decision [to continue to disallow the appellant to take part in LETC training] could not have been retaliatory.” IAF, Tab 6 at 29. The appellant’s assertion below that the LETC Director misled OSC investigators in order to justify his original decision to dismiss and bar the appellant from training falls short of an allegation that the determination was provisional. IAF, Tab 6 at 29-32. Under these circumstances, when the undisputed record reflects that the agency decided to bar the appellant from returning to LETC before he engaged in protected activity, we find that the appellant has failed to nonfrivolously allege that his protected activity was a contributing factor in the agency’s decision to not allow him to return to LETC. Accordingly, we affirm the initial decision. 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 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.8 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 particular9 relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 . 10 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 the11 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. 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
Herrera_ToddSF-1221-20-0133-W-1__Final_Order.pdf
2024-07-22
TODD HERRERA v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-1221-20-0133-W-1, July 22, 2024
SF-1221-20-0133-W-1
NP
901
https://www.mspb.gov/decisions/nonprecedential/Bunner_BridgetPH-1221-20-0114-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BRIDGET BUNNER, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER PH-1221-20-0114-W-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Bridget Bunner , Nutter Fort, West Virginia, pro se. Matthew Kelly , Esquire, Huntington, West Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her individual right of action (IRA) appeal. 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 DISMISS the appeal for lack of jurisdiction on other grounds. BACKGROUND The appellant served as Nurse Manager of a Medical/Surgical unit at the Department of Veterans Affairs medical center in Clarksburg, West Virginia. In 2018, based on an anonymous complaint, the agency’s Office of the Inspector General (OIG) began conducting what turned out to be a lengthy investigation into criminal activity, implicating the floor on which the appellant’s unit was located. The appellant was not named in the investigation, although she and her coworkers were required to provide information to the investigators conducting the inquiry. Initial Appeal File (IAF), Tab 8 at 8, 13. On August 8, 2019, after unsuccessfully applying for three positions in the Quality Management (QM) department for which she was qualified, the appellant filed a complaint with the Office of Special Counsel (OSC). IAF, Tab 6 at 5-13. She alleged that her supervisor told her that she would not be hired in the QM department, even though the supervisor there wanted to hire her, because of “optics,” that is, because of the ongoing investigation at the facility. Id. at 9-10. On appeal, the appellant reiterated her claim.2 IAF, Tab 1 at 3. She declined a hearing. Id. at 2. In a subsequent pleading, the appellant explained that, although she had done nothing wrong, she was denied a fair chance to compete for the positions. IAF, Tab 4 at 3-4. Construing the appellant’s claim to be that the agency took retaliatory action against her because of her whistleblowing or other protected activity, the administrative judge issued an order on jurisdiction and proof requirements for an IRA appeal. IAF, Tab 5. In 2 When she initially did not receive a close-out letter from OSC, the appellant filed her appeal. However, because 120 days had not passed since she filed her OSC complaint, the appeal was dismissed as premature on December 20, 2019. Bunner v. Department of Veterans Affairs, MSPB Docket No. PH-1221-20-0044-W-1, Initial Decision (Dec. 20, 2019). On that same day, 120 days having now passed, the Northeastern Regional Office docketed this appeal on the appellant’s behalf and adjudication proceeded.2 her response, the appellant did not address any of the IRA jurisdictional or proof requirements set forth in the administrative judge’s order. IAF, Tab 6. Rather, the appellant stated that the agency had willfully obstructed her right to compete for the positions and, as a remedy, she asked to be allowed to “competitively compete.” Id. at 10. The agency moved that the appeal be dismissed for lack of jurisdiction, explaining that, due to the investigative process, the facility determined that it was not in the best interest of patients and staff to allow the appellant to become part of an organization with oversight responsibilities. IAF, Tab 8 at 13. The administrative judge issued an initial decision based on the written record. IAF, Tab 14, Initial Decision (ID). She found that, under 5 U.S.C. § 2302(b)(9)(C), it is a prohibited personnel practice for an agency to take a personnel action against an employee for making a disclosure to the agency’s OIG, but that the matter disclosed must rise to the level of whistleblowing. ID at 5. The administrative judge then found that the appellant failed to articulate what she disclosed to the OIG or why she reasonably believed that it constituted protected whistleblowing activity. ID at 6. The administrative judge found, therefore, that the appellant failed to establish the Board’s jurisdiction over her IRA appeal which she dismissed for lack of jurisdiction. ID at 2, 6. The appellant has filed a petition for review, Petition for Review (PFR) File, Tab 1, to which the agency has responded in opposition, PFR File, Tab 5. ANALYSIS On review, the appellant states that she believes there is “some confusion on the facts of the case.” PFR File, Tab 1 at 4. She explains that she is not stating that the agency would not hire her in the QM department because she was “a whistleblower to the OIG,” but rather that the agency is guilty of a prohibited personnel practice, specifically 5 U.S.C. § 2302(b)(4), which precludes anyone3 with authority from deceiving or willfully obstructing any person with respect to such person’s right to compete for employment. Id. We agree that the administrative judge misconstrued the nature of the appellant’s appeal. The basis of her OSC complaint was “willful obstruction” of the right to compete for employment. IAF, Tab 6 at 10, 12. She made no mention of retaliation for whistleblowing, either in the complaint or in her email communications with the OSC employee assigned to her case. Id. at 14-31. Further, in the additional information the appellant submitted with her appeal, she again stated that she had not been given a chance to compete for employment. IAF, Tab 4 at 3. And, as noted, in response to the administrative judge’s jurisdictional order setting forth the requirements for an IRA appeal, the appellant did not address any of those requirements, IAF, Tab 6, but instead repeated her claim that the agency had willfully obstructed her right to compete, id. at 10. For these reasons, and given the appellant’s clear statement on review, we find that she did not intend to file an IRA appeal. However, we need not remand this case to the administrative judge because we may resolve it on the basis of the written record. The Board has no authority to review an alleged violation of 5 U.S.C. § 2302(b)(4) absent an otherwise appealable action. Finston v. Health Care Financing Administration , 83 M.S.P.R. 100, ¶ 10 (1999); see also Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980), aff’d, 681 F.2d 867, 871 -73 (D.C. Cir. 1982) (holding that prohibited personnel practices under 5 U.S.C. § 2302(b) are not an independent source of Board jurisdiction). Therefore, on this basis, the appellant’s appeal is dismissed for lack of jurisdiction.3 3 We note the appellant’s claim on review that the agency’s detailing her to another department on October 21, 2019, “could be perceived as retaliation for filing the PPP [prohibited personnel practice] against the agency.” PFR File, Tab 1 at 4. If the appellant wishes to pursue this claim as one of retaliation for protected activity, she must first exhaust her remedy before OSC. See Yunus v. Department of Veterans Affairs, 242 F.3d 1367, 1371 (Fed. Cir. 2001 ) (holding that the Board has jurisdiction over an IRA appeal if the appellant has exhausted his administrative remedies before OSC and makes nonfrivolous allegations that: (1) he engaged in whistleblowing4 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: activity by making a protected disclosure, and (2) the disclosure was a contributing factor in the agency’s decision to take or fail to take a personnel action). 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 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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.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. 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
Bunner_BridgetPH-1221-20-0114-W-1__Final_Order.pdf
2024-07-22
BRIDGET BUNNER v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. PH-1221-20-0114-W-1, July 22, 2024
PH-1221-20-0114-W-1
NP
902
https://www.mspb.gov/decisions/nonprecedential/Corpus_GonzaloDA-3443-23-0094-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GONZALO CORPUS, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-3443-23-0094-I-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Anthony Rogers , San Antonio, Texas, for the appellant. Jacqueline Brown , Cibolo, Texas, for the appellant. April Garrett and Jamelda W. Burton-Domino , Houston, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed this appeal about the appellant’s request for continuation of pay 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). benefits under the Federal Employees’ Compensation Act based on collateral estoppel and a lack of Board jurisdiction. On petition for review, the appellant argues that the administrative judge failed to adequately determine whether he presented nonfrivolous allegations. Petition for Review File, Tab 1 at 12-13. He also asserts that some of the circumstances surrounding his efforts to receive continuation of pay benefits occurred after his prior appeal about the matter. Id. at 14-16. Next, the appellant seems to suggest that the administrative judge erred by granting the agency’s request to stay discovery pending a ruling about Board jurisdiction. Id. at 16-17. Lastly, the appellant indicates that he believes the agency has not processed his continuation of pay benefits in reprisal for whistleblowing. Id. at 17. 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 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any4 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s5 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Corpus_GonzaloDA-3443-23-0094-I-1__Final_Order.pdf
2024-07-22
GONZALO CORPUS v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-3443-23-0094-I-1, July 22, 2024
DA-3443-23-0094-I-1
NP
903
https://www.mspb.gov/decisions/nonprecedential/Chen_Dongning_DA-1221-22-0439-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DONGNING CHEN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DA-1221-22-0439-W-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael Kleinman , Esquire, Houston, Texas, for the appellant. Devora Mas , Esquire, and Jamelda Burton-Domino , Houston, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner recused himself and did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action appeal for lack of jurisdiction. On petition for review, the appellant reargues that he made nonfrivolous allegations 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 protected whistleblowing disclosures of gross mismanagement and abuse of authority. He also argues that the administrative judge dismissed his appeal without affording him the opportunity to complete discovery. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 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
Chen_Dongning_DA-1221-22-0439-W-1__Final_Order.pdf
2024-07-22
DONGNING CHEN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DA-1221-22-0439-W-1, July 22, 2024
DA-1221-22-0439-W-1
NP
904
https://www.mspb.gov/decisions/nonprecedential/Bialas_Gerald_J_DC-831M-20-0138-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GERALD J. BIALAS, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-831M-20-0138-I-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gerald J. Bialas , Burke, Virginia, pro se. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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) finding that he received an overpayment of retirement annuity benefits under the Civil Service Retirement System (CSRS). Generally, we grant petitions such as this 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). 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). DISCUSSION OF ARGUMENTS ON REVIEW We affirm the administrative judge’s finding that the Separation and Property Settlement Agreement (PSA) is a court order acceptable for processing. On petition for review, the appellant challenges the administrative judge’s finding that the PSA is a court order acceptable for processing within the meaning of 5 C.F.R. part 838.2 Petition for Review (PFR) File, Tab 1 at 1-2, 10 -11; Initial Appeal File (IAF), Tab 20, Initial Decision (ID) at 5-6.3 Based on our review of the record, we find that the administrative judge properly interpreted the PSA as effectively placing the sole responsibility on OPM for paying the appellant’s former spouse an apportionment of his annuity. ID at 6. As correctly discussed in the initial decision, the PSA specifically requires OPM to make direct payments of a portion of the appellant’s annuity to his former spouse. ID at 2, 6; IAF, Tab 16 at 66-67. The PSA only requires the appellant to make interim 2 The PSA was ratified by, and incorporated into, a Final Order of Divorce issued by the Circuit Court of Fairfax County, Virginia. Initial Appeal File, Tab 16 at 52-55, 57-87. 3 With his petition for review, the appellant has included an annotated copy of the initial decision. PFR File, Tab 1 at 6-27.2 payments to his former spouse in the event of OPM’s delay in making direct payments. ID at 2, 6; IAF, Tab 16 at 68-69. The PSA further provides that, in the event the appellant’s former spouse receives payments from both OPM and the appellant for the same month, she must reimburse him for such overpayment. ID at 2, 6; IAF, Tab 16 at 69. Thus, the administrative judge considered the appellant’s obligation to make interim payments, but she properly found that it did not prohibit the PSA from being acceptable for processing. ID at 6; see 5 C.F.R. § 838.304(c). We discern no reason to disturb the administrative judge’s finding that the PSA is a court order acceptable for processing based on the appellant’s argument that the PSA assigned him payment responsibilities. PFR File, Tab 1 at 1-2; ID at 5-6; see 5 C.F.R. § 838.304. In addition, we do not agree with the appellant’s argument that OPM improperly has sought to modify the terms of the PSA regarding his obligation to make interim payments. PFR File, Tab 1 at 1. The appellant further asserts that he did not respond to OPM’s briefing regarding this issue because he did not receive a copy of OPM’s briefing. Id. at 2, 11; ID at 5-6. We find that this conclusory assertion, without more, is insufficient to rebut the presumption that he received OPM’s pleading by mail. PFR File, Tab 1 at 2; ID at 5-6; IAF, Tab 17 at 11; see Butler v. Department of Veterans Affairs , 119 M.S.P.R. 112, ¶ 5 (2013) (observing that the Board has recognized a presumption that documents placed in the mail are received in 5 days). Moreover, the appellant has failed to explain how his substantive rights were prejudiced by his alleged inability to respond to OPM’s briefing (specifically, by describing how he was prevented from providing argument or evidence that could have affected the outcome of the appeal). PFR File, Tab 1 at 2; 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 We affirm the administrative judge’s findings that OPM proved the existence and amount of the total overpayment of $18,919.34, and that the appellant has failed to prove his eligibility for waiver of the overpayment. As properly set forth in the initial decision, OPM bears the burden of proving by preponderant evidence4 the existence and amount of an annuity overpayment. ID at 6; see Vojas v Office of Personnel Management , 115 M.S.P.R. 502, ¶ 10 (2011); 5 C.F.R. § 831.1407(a). An appellant bears the burden of proving by substantial evidence5 his eligibility for waiver of the overpayment. ID at 11; see Vojas, 115 M.S.P.R. 502, ¶ 18; 5 C.F.R. § 831.1407(b).6 The erroneous refund of $11,242.93 in February 2018. Regarding the overpayment of benefits to the appellant in a February 2018 refund, the administrative judge found that he failed to rebut OPM’s letters explaining why that refund of survivor costs was erroneous. ID at 7; IAF, Tab 16 at 13-14, 17. We discern no reason to disturb this finding based on the appellant’s mere disagreement on review that the refund was erroneous. PFR File, Tab 1 at 2, 12; ID at 7. In particular, the PSA’s language, providing that the 4 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 Substantial evidence is the degree of relevant evidence that a reasonable person, considering the record as a whole, might accept as adequate to support a conclusion, even though other reasonable persons might disagree. 5 C.F.R. § 1201.4(p). This is a lower standard of proof than preponderance of the evidence. Id. 6 The administrative judge cited cases, such as Vojas, 115 M.S.P.R. 502, ¶ 10, which involved overpayments under the Federal Employees’ Retirement System (FERS). ID at 6, 11, 14. The Board may rely on case law developed under both CSRS and FERS in deciding overpayment appeals because the CSRS and FERS regulations regarding the recovery of overpayments are generally parallel. See James v. Office of Personnel Management, 72 M.S.P.R. 211, 216 n.3 (1996); compare 5 C.F.R. §§ 831.1401-831.1407, with 5 C.F.R. §§ 845.301-845.307. For similar reasons, we discern no prejudice to the appellant’s substantive rights based on the administrative judge’s citation of FERS, rather than CSRS, statutory and regulatory provisions regarding the recovery of overpayments. ID at 6, 11-13; see Panter, 22 M.S.P.R. at 282; compare 5 U.S.C. § 8346(b), with 5 U.S.C. § 8470(b).4 appellant and his former spouse are to share the costs associated with a former spouse survivor annuity, is consistent with OPM’s explanation that he is responsible for a portion of survivor costs. ID at 7; IAF, Tab 16 at 13-14, 17, 67. The appellant further disagrees with the administrative judge’s finding that he was overpaid $11,242.93 because that was the gross amount of the refund from which OPM withheld taxes. PFR File, Tab 1 at 2, 12; ID at 7. OPM is required by law to withhold Federal income taxes from the benefit it pays and to remit that amount to the Internal Revenue Service (IRS). Cebzanov v. Office of Personnel Management, 96 M.S.P.R. 562, ¶ 11 (2004). Here, to the extent that the adjustments in the appellant’s benefits and any resulting overpayment affect his tax liability for past years, he must seek a remedy from the IRS. See id. Thus, we find that OPM did not err by basing its overpayment calculations on the gross amount of benefits paid to the appellant. ID at 7; IAF, Tab 16 at 5, 17, 30. For the foregoing reasons, we affirm the administrative judge’s finding that OPM proved the existence and amount of an $11,242.93 overpayment due to the erroneous refund in February 2018. ID at 7. The $7,676.41 overpayment of monthly CSRS annuity benefits from June 2015 through August 2016. The appellant challenges the administrative judge’s finding that OPM proved the existence and amount of the overpayment of his monthly CSRS annuity benefits that accrued during the 15-month period (from June 2015 through August 2016). PFR File, Tab 1 at 2, 14, 16; ID at 7-11. After reviewing the record, we discern no reason to disturb the administrative judge’s finding. Regarding the effective date of OPM’s obligation to make direct payments of a portion of the appellant’s monthly CSRS annuity benefits to his former spouse, the PSA simply states that OPM shall commence directly paying her “as soon as administratively feasible after approval of this Agreement by OPM.” IAF, Tab 16 at 67. Thus, we acknowledge that the PSA does not identify a specific date on which OPM was required to begin making direct payments to the5 former spouse. PFR File, Tab 1 at 2, 14. Nevertheless, we find that the administrative judge properly interpreted the terms of the PSA in accordance with the regulations set forth at 5 C.F.R. part 838, which are referenced in the PSA itself. ID at 9; IAF, Tab 16 at 66. Under 5 C.F.R. § 838.231(a), “A court order acceptable for processing is effective against employee annuity accruing beginning the first day of the second month after OPM receives the court order.” ID at 7. In the appellant’s prior Board appeal concerning the overpayment at issue, he submitted documentation indicating that OPM was mailed copies of the Final Order of Divorce and the PSA on April 21, 2015. Bialas v. Office of Personnel Management, MSPB Docket No. DC-831M-19-0146-I-1, Initial Appeal File, Tab 3 at 13-15. Thus, it is presumed that OPM received the Final Order of Divorce and the PSA in April 2015, and the parties have not argued otherwise in this appeal. IAF, Tab 1 at 2, Tab 17 at 5, 8; see Butler, 119 M.S.P.R. 112, ¶ 5 . Therefore, we agree with the administrative judge’s finding that, pursuant to 5 C.F.R. § 838.231(a), the effective date of OPM’s obligation to make direct payments to the former spouse was June 1, 2015.7 ID at 2, 7-8; cf. Fiacco v. Office of Personnel Management , 105 M.S.P.R. 193, ¶¶ 13-14 (2007) (finding that, under 5 C.F.R. § 838.225(a), OPM properly gave effect to an amended court order beginning on September 1, 2005, when OPM received the amended court order on July 29, 2005); 5 C.F.R. § 838.225(a) (providing that an amended court order is effective against employee annuity accruing beginning the first day of the second month after OPM receives the amended court order). Further, because OPM did not begin making direct payments to the former spouse (and reducing the appellant’s annuity to provide such benefits to her) until September 2016, we 7 Although the administrative judge erroneously found that OPM received the Final Order of Divorce and the PSA in March 2015, we discern no prejudice to the appellant’s substantive rights because we agree with her ultimate finding that OPM’s obligation to make direct payments to the former spouse began on June 1, 2015. ID at 8; see Panter, 22 M.S.P.R. at 282.6 agree with the administrative judge’s finding that the appellant was overpaid CSRS annuity benefits from June 2015 through August 2016. ID at 8. In his petition for review, the appellant reasserts his argument that OPM does not have an obligation to retroactively make direct payments to his former spouse for the 15-month overpayment period because the PSA required him to make interim payments to her during the same time period. PFR File, Tab 1 at 2, 14; ID at 8-9. For the reasons provided in the initial decision, we agree with the administrative judge’s finding that the appellant’s obligation to make direct payments to his former spouse for the interim time period (from May 2015 until the date OPM implemented direct payments to her) does not alter OPM’s obligation to pay her a portion of his annuity benefits accruing from June 1, 2015. ID at 8-9; IAF, Tab 16 at 66-69; see 5 C.F.R. § 838.222(d). We find that the appellant has failed to provide a basis to disturb the administrative judge’s well-reasoned finding. PFR File, Tab 1 at 2, 14. Regarding the amount of the overpayment of CSRS annuity benefits from June 2015 through August 2016, OPM clearly explained how it calculated the apportionment of the appellant’s annuity in accordance with the PSA. ID at 8; IAF, Tab 16 at 4-5, 66-67. OPM ultimately calculated that the former spouse was due a total of $40,992.30 for the 15-month overpayment period and determined that the appellant was overpaid this amount during the same time period. ID at 8; IAF, Tab 16 at 5. OPM credited the appellant’s interim payments to his former spouse during the 15-month overpayment period and reduced the $40,992.30 overpayment by $30,875.40, leaving $10,116.90 of the overpayment remaining.8 ID at 9-10; IAF, Tab 16 at 5. During the pendency of this appeal, OPM further 8 The appellant challenges the administrative judge’s finding that a reasonable interpretation of the PSA would assume that the appellant would remit a reimbursement of his interim payments to OPM to satisfy an overpayment. PFR File, Tab 1 at 2, 14; ID at 9. However, the administrative judge’s interpretation is immaterial to the outcome of this appeal because OPM simply credited the appellant’s interim payments, which he made to his former spouse during the 15-month overpayment period, towards the overpayment amount without requiring him to seek a reimbursement from her. ID at 9-10.7 reduced the $10,116.90 overpayment by $2,440.49, resulting in an overpayment amount of $7,676.41.9 ID at 11; IAF, Tab 17 at 7-8. Although the appellant does not expressly dispute the amount of the $7,676.41 overpayment, he disagrees with the administrative judge’s finding that OPM proved by preponderant evidence that he was overpaid $18,919.34 in total (including the erroneous $11,242.93 refund in February 2018). PFR File, Tab 1 at 2, 16; ID at 11. Specifically, the appellant asserts that OPM did not provide him with evidence of the overpayment. PFR File, Tab 1 at 2. He further argues that the $18,919.34 total amount erroneously includes approximately $4,500 in taxes withheld by OPM. Id. As we found above, the appellant has failed to rebut the presumption that he received OPM’s pleadings by mail. IAF, Tab 16 at 100, Tab 17 at 11; see Butler, 119 M.S.P.R. 112, ¶ 5 . Moreover, the PSA defines the appellant’s “self-only monthly annuity” under CSRS (a portion of which his former spouse is entitled) as “the monthly annuity before reduction for any purpose.” IAF, Tab 16 at 66. The PSA further provides, “Each party shall each be required to pay Federal and State income taxes on that portion of the retirement benefits which each receives.” Id. at 68. Thus, the PSA contemplates that the apportionment of the appellant’s annuity benefits is based on the gross amount of benefits before any withholdings for taxes. Therefore, we discern no error in OPM’s calculation of the $7,676.41 overpayment. In summary, we affirm the administrative judge’s finding that OPM proved by preponderant evidence the existence and amount of a total overpayment of $18,919.34. ID at 11. Next, we will address the appellant’s eligibility for waiver of the overpayment. 9 OPM correctly has noted that the administrative judge made a typographical error in stating that the remaining amount of the overpayment is $8,276.41. PFR File, Tab 4 at 4-5; ID at 11-12.8 The appellant’s eligibility for waiver of the $18,919.34 total overpayment. The administrative judge found that, even if the appellant were without fault regarding the entire $18,919.34 overpayment, he would not be eligible for waiver because he has failed to meet his burden of proving by substantial evidence that recovery of the overpayment would be against equity and good conscience. ID at 11-15; see 5 U.S.C. § 8346(b); Vojas, 115 M.S.P.R. 502, ¶ 18; 5 C.F.R. §§ 831.1401, 831.1407(b) . Specifically, the administrative judge found that the appellant failed to prove by substantial evidence that recovery of the overpayment would be against equity and good conscience because it would cause him financial hardship or because it would be unconscionable under the circumstances.10 ID at 12-15; see Vojas, 115 M.S.P.R. 502, ¶ 22; 5 C.F.R. §§ 831.1403(a), 831.1407(b). The appellant challenges these findings on review.11 PFR File, Tab 1 at 3, 18-19. For the reasons provided in the initial decision, we agree with the administrative judge’s finding that the appellant failed to provide substantial evidence to prove his allegation of financial hardship. ID at 13-14; see 5 C.F.R. § 831.1404 (providing that financial hardship may exist when the annuitant needs substantially all of his current income and liquid assets to meet current ordinary and necessary living expenses and liabilities). For the first time on review, the appellant has submitted evidence of a disbursement of an unidentified amount 10 The administrative judge noted that the appellant did not allege that recovery would be against equity and good conscience because the overpayment caused detrimental reliance. ID at 12-13; 5 C.F.R. § 831.1403(a)(2). The appellant has not argued otherwise on review. PFR File, Tab 1 at 1-3, 18. 11 In addition, the appellant challenges the administrative judge’s finding that he partially was at fault for the overpayment of his annuity benefits from June 2015 through August 2016. PFR File, Tab 1 at 2-3, 17; ID at 12. However, as discussed below, we affirm the administrative judge’s alternative finding that, even if the appellant were without fault, he would not be eligible for waiver because he has failed to prove that recovery of the overpayment would be against equity and good conscience. ID at 11-15; see 5 U.S.C. § 8346(b); 5 C.F.R. § 831.1401. Thus, the appellant’s arguments on review regarding fault are immaterial to the outcome of the appeal. PFR File, Tab 1 at 2-3, 17.9 from his Thrift Savings Plan (TSP) to support his claim that he has been making withdrawals from his TSP to fund his everyday expenses. PFR File, Tab 1 at 3, 5, 18; ID at 13. He has failed to explain why, despite his due diligence, he was unable to provide such evidence prior to when the record before the administrative judge closed. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (finding that the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence). In any event, we find such evidence is immaterial to the outcome of this appeal because it does not provide any specific information about the appellant’s financial situation (such as his current income, assets, expenses, and liabilities). See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (finding that the Board generally will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision); see also 5 C.F.R. § 831.1404. Further, we discern no reason to disturb the administrative judge’s finding regarding the alleged unconscionability of recovery based on the appellant’s reassertion on review of the following circumstances: (1) there has been an exceptionally lengthy delay of 4 years by OPM in adjusting his annuity; (2) OPM failed to respond within a reasonable length of time to his inquiries regarding the overpayment; (3) OPM has been negligent in handling his case, as demonstrated by the number of apportionment adjustments and errors made by OPM; (4) OPM took 4 years to provide a response to the overpayment issues raised in this case; and (5) OPM did not begin to respond to his phone calls, emails, or letters concerning the apportionment of his annuity until he requested assistance from a member of Congress. PFR File, Tab 1 at 3; IAF, Tab 1 at 4-5, Tab 6 at 4-5, Tab 8 at 2; ID at 14-15. We find that the administrative judge properly considered the totality of these circumstances in determining whether recovery of the overpayment would10 be unconscionable. ID at 14-15; see Aguon v. Office of Personnel Management , 42 M.S.P.R. 540, 550 (1989). Although the administrative judge did not expressly discuss the appellant’s claim that OPM did not respond to his inquiries until he sought assistance from a Congressman, we find that the administrative judge correctly considered the relevance of the length of time it took for OPM to respond to his disputes of OPM’s calculations.12 ID at 15; IAF, Tab 16 at 4-20; see Marques v. Department of Health and Human Services , 22 M.S.P.R. 129, 132 (1984) (finding that an administrative judge’s failure to mention all of the evidence of record does not mean that she did not consider it in reaching her decision), aff’d, 776 F.2d 1062 (Fed. Cir. 1985) (Table). Based on the above, we affirm the administrative judge’s finding that the appellant has failed to prove by substantial evidence his eligibility for waiver of the total overpayment of $18,919.34 by establishing that recovery of the overpayment would be against equity and good conscience. ID at 11-15. Accordingly, we affirm the initial decision.13 12 For the first time on review, the appellant has submitted a letter dated June 27, 2017, supporting his claim that he sought assistance from a Congressman regarding OPM’s calculation of his annuity. PFR File, Tab 1 at 3-4. The appellant has failed to explain why, despite his due diligence, he was unable to provide this letter prior to when the record before the administrative judge closed. See Avansino, 3 M.S.P.R. at 214. Nevertheless, we find that the letter is immaterial to the outcome of this appeal because the administrative judge correctly considered the relevance of the length of time it took for OPM to respond to the appellant’s inquiries. ID at 15; see Russo, 3 M.S.P.R. at 349. 13 OPM has advised the Board that it may seek recovery of any debt remaining upon an appellant’s death from his or her estate or other responsible party. A party responsible for any debt remaining upon the appellant’s death may include an heir (spouse, child, or other) who is deriving a benefit from the appellant’s Federal benefits, an heir or other person acting as the representative of the appellant’s estate if, for example, the representative fails to pay the United States before paying the claims of other creditors in accordance with 31 U.S.C. § 3713(b), or transferees or distributers of the appellant’s estate. Pierotti v. Office of Personnel Management , 124 M.S.P.R. 103, ¶ 13 (2016).11 NOTICE OF APPEAL RIGHTS14 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: 14 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.12 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any13 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s14 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.15 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. 15 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 15 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16
Bialas_Gerald_J_DC-831M-20-0138-I-1__Final_Order.pdf
2024-07-22
GERALD J. BIALAS v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-831M-20-0138-I-1, July 22, 2024
DC-831M-20-0138-I-1
NP
905
https://www.mspb.gov/decisions/nonprecedential/Wells_Cedil_T_CH-0841-18-0573-A-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CECIL WELLS, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER CH-0841-18-0573-A-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cecil Wells , Columbus, Ohio, pro se. Appeals Officer , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the addendum initial decision, which denied his motion for attorney fees as untimely filed. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is 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). 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 length of the filing delay, we AFFIRM the initial decision. BACKGROUND The appellant previously filed a Board appeal, challenging a reconsideration decision of the Office of Personnel Management (OPM) concerning the recalculation of his Federal Employees’ Retirement System (FERS) annuity, which the Board dismissed for lack of jurisdiction after OPM rescinded the reconsideration decision. Wells v. Office of Personnel Management, Docket No. CH-0841-18-0573-I-1, Initial Decision (ID) (Feb. 22, 2019). The initial decision became the Board’s final decision on March 29, 2019. Id. at 3. On March 2, 2010, more than 1 year after the issuance of the initial decision, the appellant filed a motion for attorney fees. Wells v. Office of Personnel Management , Docket No. CH-0841-18-0573-A-1, Attorney Fee File (AFF), Tab 1. He maintained that OPM had not responded to his latest correspondence concerning the agency’s denial of his request for reimbursement of legal fees and seemingly argued that he was entitled to attorney fees because the matter concerning his annuity recalculation had been settled. Id. at 4-5. The2 appellant submitted a letter from OPM dated June 26, 2019, in which an agency representative stated that the appellant was not the prevailing party in his prior appeal, which was dismissed following OPM’s rescission of its reconsideration decision, and that he was not statutorily entitled to an award of attorney fees. Id. at 7. He also submitted a letter dated August 28, 2019, in which OPM noted that the appellant had accepted its May 23, 2019 recalculation of his FERS annuity and denied his request for reimbursement of his attorney fees incurred concerning the recalculation of his annuity. Id. at 6. Finally, the appellant submitted a September 2018 fee agreement with a law firm, which noted that the appellant had paid an initial retainer of $3,600. Id. at 8. The administrative judge issued an order to show cause, informing the appellant that his motion for attorney fees appeared to be untimely filed and that he had the burden of proof on the issue of timeliness. AFF, Tab 3 at 1. The administrative judge ordered the appellant to file evidence and argument that his motion was timely filed or that good cause existed for the delay. Id. at 1-2. In response, the appellant submitted into the record a May 29, 2019 email addressed to an OPM representative and a paralegal at the Board setting forth his belief that he was entitled to reimbursement of legal fees and attaching a copy of the fee agreement with his attorney. AFF, Tab 4 at 4-7. The administrative judge issued an initial decision denying the appellant’s motion for attorney’s fees as untimely filed. AFF, Tab 6, Addendum Initial Decision (AID) at 1, 5. He found that the appellant filed his motion for attorney fees 314 days after the 60-day period set forth in the Board’s regulations had expired. AID at 4. The administrative judge found that the appellant’s response to the timeliness order contained no argument about why the Board should excuse his filing delay. Id. Moreover, he found that the appellant’s May 29, 2019 email in which he copied a Board paralegal could not qualify as a motion for attorney fees and, in any event, would have been untimely by more than 30 days. Id.3 Therefore, the administrative judge found that the appellant had not shown that his motion was timely filed or established good cause for his delay. AID at 4-5. The appellant has filed a petition for review arguing that the Board should award him legal fees as a matter of equity and raising a new argument regarding the initial decision in his prior appeal. Petition for Review (PFR) File, Tab 1.2 DISCUSSION OF ARGUMENTS ON REVIEW Under 5 C.F.R. § 1201.203(d), an attorney fees petition must be filed within 60 days after the Board issues a final decision on the merits. See Mynard v. Office Personnel Management , 108 M.S.P.R. 58, ¶ 7 (2008). The Board may waive the deadline if the appellant establishes good cause for the filing delay. See 5 C.F.R. § 1201.12. To establish good cause, a party must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. See Mynard, 108 M.S.P.R. 58, ¶ 7; 5 C.F.R. § 1201.12. On petition for review, the appellant does not challenge the administrative judge’s findings that he did not show that his motion for attorney fees was timely filed or establish good cause for his filing delay. PFR File, Tab 1 at 4-7; AID at 4-5. Instead, he argues for the first time on review that, although his motion for attorney fees may have technically been untimely, his documented legal fees were directly related to his prior appeal and, therefore, the Board should award him attorney fees as a matter of judicial equity. PFR File, Tab 1 at 4. Moreover, he maintains for the first time on review that the initial decision in his prior appeal granted him legal fees and encouraged the parties to negotiate costs, but that OPM did not advise him of any obligations or responsibilities regarding attorney fees at that time. Id.; AFF, Tab 1 at 4-8, Tab 4 at 4-7. 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. See Banks v. 2 The agency has not filed a designation of representative or any other pleading in the present appeal.4 Department of the Air Force , 4 M.S.P.R. 268, 271 (1980). The appellant has made no such showing regarding his arguments on review and offers no explanation why he did not make these arguments during the pendency of his appeal or address his filing delay in response to the timeliness order. PFR File, Tab 1 at 4-7. In any event, contrary to the appellant’s assertion on review, the initial decision dismissing the appellant’s prior Board appeal for lack of jurisdiction did not grant him legal fees or address any negotiations of costs between the parties. Id. at 7; ID at 1-10. Moreover, the appellant’s argument that granting him attorney fees would be in the interest of judicial equity does not demonstrate that he exercised due diligence or ordinary prudence under the circumstances of his appeal. See Mynard, 108 M.S.P.R. 58, ¶ 7; 5 C.F.R. § 1201.12. Here, the administrative judge found that the initial decision in the appellant’s Board appeal was issued on February 22, 2019, and that the motion for attorney fees was therefore due no later than April 23, 2019. AID at 4. Because the appellant did not file his motion until March 2, 2010, the administrative judge found his appeal untimely filed by 314 days. Id. However, the administrative judge erroneously calculated the filing date from the date on which the initial decision was issued and not the date on which it became the Board’s final decision, March 29, 2019. Id.; ID at 3; see 5 C.F.R. § 1201.203(d). Therefore, the filing deadline for the present appeal was May 28, 2019, and the appeal was untimely filed by 279 days. Regardless, we discern no basis to disturb the administrative judge’s determination that the appellant’s motion for attorney fees was untimely filed beyond the 60-day regulatory deadline and that the appellant failed to establish good cause for his delay. Accordingly, we deny the petition for review and affirm as modified the addendum initial decision.5 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.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.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
Wells_Cedil_T_CH-0841-18-0573-A-1__Final_Order.pdf
2024-07-22
CECIL WELLS v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. CH-0841-18-0573-A-1, July 22, 2024
CH-0841-18-0573-A-1
NP
906
https://www.mspb.gov/decisions/nonprecedential/Burchett_William_A_PH-0752-19-0157-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD WILLIAM ANTHONY BURCHETT, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER PH-0752-19-0157-I-1 DATE: July 22, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 William Anthony Burchett , Newton, West Virginia, pro se. Lori L. Markle , Esquire, St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s indefinite suspension action. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND On February 26, 2019, the appellant filed a Board appeal challenging the agency’s proposal to indefinitely suspend him from his position as an Automotive Technician. Initial Appeal File (IAF), Tab 1 at 3, Tab 4 at 25-28. Shortly thereafter, effective March 2, 2019, the agency indefinitely suspended the appellant because it found reasonable cause to believe that he had committed a crime for which a term of imprisonment could be imposed. IAF, Tab 4 at 15-19. The appellant requested a hearing on the matter. IAF, Tab 1 at 2. Following the appellant’s failure to file a prehearing submission and participate in two prehearing conferences, IAF, Tab 7 at 1, Tab 13 at 1, the administrative judge issued a September 30, 2019 initial decision on the record affirming the agency’s action, IAF, Tab 14, Initial Decision (ID) at 1, 7-8. The administrative judge notified the appellant that the initial decision would become final on November 4, 2019, unless a petition for review was filed by that date. ID at 8. On February 18, 2020, the appellant filed a petition for review. Petition for Review (PFR) File, Tab 1 at 32. In his petition, the appellant avers that he did not receive “notifications from MSPB.” Id. at 4, 18. He also makes arguments ostensibly regarding the merits of his appeal, id. at 5-6, 8-11, 13, 15, and provides additional documentary evidence, id. at 19-31. The Office of the Clerk of the Board notified the appellant that his petition for review was untimely and explained that he must file a motion asking the Board to accept the petition for review as timely and/or to waive the time limit for good cause. PFR File, Tab 2 at 1-2. The appellant did not respond. The agency has responded to the appellant’s petition for review, arguing that it is untimely filed and that he has not shown good cause for his untimeliness. PFR File, Tab 3 at 4-9.2 DISCUSSION OF ARGUMENTS ON REVIEW A petition for review must be filed within 35 days after the issuance of the initial decision, or, if the petitioner shows that he received the initial decision more than 5 days after the date of the issuance, within 30 days after the date he received the initial decision. 5 C.F.R. § 1201.114(e). Here, the initial decision was issued on September 30, 2019, and sent to the appellant electronically the same day. IAF, Tab 15 at 1. The appellant is a registered e-filer, IAF, Tab 1 at 2, and Board documents served electronically on registered e-filers are deemed to have been received on the date of electronic submission, 5 C.F.R. § 1201.14(m) (2) (2019). Thus, the appellant’s petition for review is untimely by more than 3 months. PFR File, Tab 1; see 5 C.F.R. § 1201.114(e). 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. § 1201.114(g). To establish good cause for an untimely filing, the appellant must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). In determining whether there is good cause, the Board considers the length of the delay, the reasonableness of the excuse and 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 comply with the time limits or of unavoidable casualty or misfortune that similarly shows a causal relationship to his inability to file a timely petition. See Wyeroski v. Department of Transportation , 106 M.S.P.R. 7, ¶ 7, aff’d, 253 F. App’x 950 (Fed. Cir. 2007). We find that the appellant has not demonstrated good cause for the untimely filing of his petition for review. Although the appellant is pro se, his 3-month delay in filing is not minimal and he failed to respond to the notice affording him the opportunity to file a motion to accept the filing as timely and/or to waive the time limit for good cause. See Cabarloc v. Department of Veterans3 Affairs, 112 M.S.P.R. 453, ¶¶ 9-10 (2009) (finding no good cause for the pro se appellant’s 10-day delay in filing a petition for review when he failed to respond to the Clerk’s notice regarding timeliness); see also Floyd v. Office of Personnel Management, 95 M.S.P.R. 260, ¶ 6 (2003) (finding a 1-month delay not minimal). In his petition for review, the appellant asserts that he received a call from “a lady representing MSPB” who informed him that his case has been continued for 30 days,2 and, thereafter, he did not receive any additional filings from the Board or “see any notifications from MSPB.” PFR File, Tab 1 at 4, 18. Insofar as the record reflects that all Board filings, including the initial decision, were electronically served on the appellant, this assertion does not constitute good cause. See Rivera v. Social Security Administration , 111 M.S.P.R. 581, ¶ 7 (2009) (finding that the appellant failed to show that he exercised due diligence in monitoring his case as a registered e -filer); 5 C.F.R. § 1201.14(j)(3) (2019) (stating that e-filers are responsible for monitoring case activity at the Repository at e-Appeal Online to ensure that they have received all case-related documents). The appellant also alleges the following: (1) the agency misrepresented his employment status to the State of West Virginia; (2) the agency is falsifying vehicle maintenance records; (3) the agency violated his due process rights; (4) his suspension did not promote the efficiency of the service; and (5) the initial decision “was one sided.” PFR File, Tab 1 at 5-6, 8-11, 13, 15. However, these ostensibly merit -based arguments do not show good cause for his untimeliness. See Guevara v. Department of the Navy , 112 M.S.P.R. 39, ¶ 7 (2009) (finding that the appellant failed to establish good cause for his untimely filed petition for review when he merely argued the merits of his Board appeal). The appellant provides numerous documents with his petition for review, including information related to vehicle safety issues and his claim for unemployment benefits. PFR File, Tab 1 at 19-31. However, he does not allege, 2 On May 29, 2019, the administrative judge suspended the matter for 30 days because the underlying criminal matter was ongoing. IAF, Tab 9 at 1. The Order Suspending Case Processing clearly stated that case processing would resume on June 28, 2019. Id.4 and nothing in his petition for review suggests, that the documents constitute new evidence that was unavailable to him prior to the close of the record.3 See Agbenyeke v. Department of Justice , 111 M.S.P.R. 140, ¶ 12 (2009) (explaining that the discovery of new evidence may establish good cause for the untimely filing of a petition for review if, among other things, the evidence was not readily available before the close of the record). Indeed, all of the appellant’s arguments appear to be based on information previously available to him such that he could have timely filed a petition for review on these bases. See Wilson v. General Services Administration , 15 M.S.P.R. 45, 47 (1983) (finding that the appellant had not shown good cause for his untimeliness because, among other things, he failed to show that the “new” information on which he relied was unavailable, despite due diligence, before the record closed). 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 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 Systems Protection Board does not provide legal advice on which option is most 3 Indeed, although the appellant provides a letter that postdates the initial decision, PFR File, Tab 1 at 19-20, the substance of the letter seemingly concerns events that occurred prior to the issuance of the initial decision, see 5 C.F.R. § 1201.115(d) (“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.”). 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 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 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 file with the EEOC no later than 30 calendar days after your representative receives this decision. 7 If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.5 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 5 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 8 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.10
Burchett_William_A_PH-0752-19-0157-I-1_Final_Order.pdf
2024-07-22
WILLIAM ANTHONY BURCHETT v. UNITED STATES POSTAL SERVICE, MSPB Docket No. PH-0752-19-0157-I-1, July 22, 2024
PH-0752-19-0157-I-1
NP
907
https://www.mspb.gov/decisions/nonprecedential/Evans_Rose_T_SF-0752-22-0202-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROSE EVANS, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER SF-0752-22-0202-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Morgan J. Velasquez , Esquire, Dallas, Texas, for the appellant. Michael R. Tita , Esquire, St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which sustained her removal. On petition for review, she argues that the agency did not prove all of the specifications supporting its unacceptable conduct charge, the nexus between the charge and the efficiency of the service, or the reasonableness 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 removal penalty. She also argues that she proved her affirmative defenses of race and sex discrimination. On review, she submits what she argues are new documents. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to find that the appellant’s April 23, 2020 absence was not protected under the Family and Medical Leave Act of 1993 (FMLA), we AFFIRM the initial decision. ¶2The appellant argues on review that the administrative judge failed to adjudicate the issues of lack of candor and absence without leave (AWOL) as to three specifications. Petition for Review (PFR) File, Tab 4 at 14-16, 19-20. We have considered the appellant’s argument, but we disagree. The administrative judge considered two of these specifications together, characterized them as concerning lack of candor, and found that the appellant lacked candor as to the statements at issue. Initial Appeal File (IAF), Tab 60, Initial Decision (ID) at 9-11. Even if the administrative judge had not done so, we would find that the agency met its burden to prove the appellant knowingly gave incorrect or incomplete information as required to prove lack of candor. See Fargnoli v. Department of Commerce , 123 M.S.P.R. 330, ¶ 17 (2016) (holding that lack of candor requires proof that the employee knowingly gave incorrect or incomplete2 information); 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 to reverse an initial decision). ¶3As to a third specification at issue, the administrative judge stated that the agency “charged the appellant with being [AWOL]” on April 23, 2020, and that it proved the allegation. ID at 11. Therefore, to the extent the appellant argues that the administrative judge failed to properly characterize this specification as a charge of AWOL, we are not persuaded. PFR File, Tab 4 at 19-20. In any event, we agree with the administrative judge that the appellant did not report to work as instructed on April 23, 2020, or request sick leave for her absence for that day until April 24, 2020. ID at 11 . Therefore, even assuming the administrative judge should have, but failed to, interpret this specification as an AWOL charge, any error would not warrant granting review. See Wilson v. Small Business Administration, 2024 MSPB 3, ¶ 7 (setting forth the elements of an AWOL charge). ¶4The appellant also argues that her April 23, 2020 absence was protected under the Family and Medical Leave Act of 1993 (FMLA). When the FMLA is implicated relative to a leave-related charge, in order to prove the charge, the agency must prove that it complied with the FMLA. Ellshoff v. Department of the Interior, 76 M.S.P.R. 54, 73 (1997). Because the administrative judge did not address this issue, which the appellant raised below, we do so here. IAF, Tab 32 at 15. ¶5We find that the appellant did not make a request for FMLA-protected leave in connection with her April 23, 2020 absence. She generally asserted below, without supporting documentation, that she sought and was granted FMLA- protected leave on unspecified dates. Id. She does not point to any evidence on review that supports her claim that she sought FMLA-protected leave specifically for April 23, 2020. PFR File, Tab 4 at 19-20. Instead, she reasons that because3 she called in on April 24, 2020, to request sick leave for that day and the previous day, her absence on April 23, 2020 should have been excused. Id. at 19-21. ¶6Pursuant to the agency’s Employee and Labor Relations Manual, § 665.42, employees who fail to report for duty as scheduled are considered AWOL except in cases where actual emergencies prevent them from obtaining permission in advance.2 IAF, Tab 22 at 50. The appellant does not claim that she requested leave in advance of her April 23, 2020 absence or that she was unable to do so. PFR File, Tab 4 at 20. We find nothing in the record to suggest that the agency violated the FMLA by disallowing the appellant’s leave request for that date and carrying her in AWOL status. 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. 2 We find that this provision is consistent with the FMLA’s implementing regulations. See 29 C.F.R. §§ 825.302(a), (d). 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. (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, 137 S. Ct. 1975 (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
Evans_Rose_T_SF-0752-22-0202-I-1__Final_Order.pdf
2024-07-19
ROSE EVANS v. UNITED STATES POSTAL SERVICE, MSPB Docket No. SF-0752-22-0202-I-1, July 19, 2024
SF-0752-22-0202-I-1
NP
908
https://www.mspb.gov/decisions/nonprecedential/Stinson_Robert_J_DE-0841-23-0047-I-1__FInal_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ROBERT J. STINSON, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DE-0841-23-0047-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Robert J. Stinson , Overland Park, Kansas, pro se. Jane Bancroft , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed the reconsideration decision of the Office of Personnel Management (OPM) denying the appellant’s application for deferred annuity benefits. 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). petition for review, the appellant argues that the administrative judge misinterpreted the applicable statute and regulations in finding that he was ineligible to make a deposit to receive retirement credit for service in the 1980s for which retirement deductions were not taken in order to meet the minimum length of service requirement for entitlement to an annuity. Petition for Review (PFR) File, Tab 1 at 5-6. He also asserts that the administrative judge failed to consider all the relevant evidence.2 Id. 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 2 On appeal, the appellant submitted a July 19, 1991 letter from the National Finance Center, indicating that he was eligible for deferred retirement benefits. Initial Appeal File (IAF), Tab 8 at 12. The appellant is correct that the letter was not addressed in the initial decision, but that omission does not mean that the administrative judge did not consider it, and, in any event, it does not warrant a different outcome in this matter. See Marques v. Department of Health and Human Services , 22 M.S.P.R. 129, 132 (1984), (finding that the administrative judge’s failure to mention all the evidence of record does not mean that she did not consider it in reaching her decision), aff’d, 776 F.2d 1062 (Fed. Cir. 1985). As the administrative judge correctly found, the appellant failed to meet the requirements for entitlement to make a deposit for his service and did not otherwise show his entitlement to an annuity. While we are sympathetic to the appellant’s situation, payments of monies from the retirement funds are limited to those authorized by statute, Office of Personnel Management v. Richmond, 496 U.S. 414, 416 (1990), and the requirements for eligibility for a retirement benefit are substantive legal requirements that allow for no administrative discretion by OPM or by the Board, Andrada v. Office of Personnel Management , 74 M.S.P.R. 226, 233, aff’d, 132 F.3d 55 (Fed. Cir. 1997).2 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
Stinson_Robert_J_DE-0841-23-0047-I-1__FInal_Order.pdf
2024-07-19
ROBERT J. STINSON v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DE-0841-23-0047-I-1, July 19, 2024
DE-0841-23-0047-I-1
NP
909
https://www.mspb.gov/decisions/nonprecedential/Jones_Lillian_K_SF-0831-23-0037-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LILLIAN K. JONES, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0831-23-0037-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lillian K. Jones , Oakland, California, pro se. Karla W. Yeakle , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the Office of Personnel Management’s reconsideration decision denying her survivor annuity benefits based on the Federal service of her deceased husband. On petition for review, the appellant argues that her deceased husband 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). intended to provide her with survivor benefits. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based 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
Jones_Lillian_K_SF-0831-23-0037-I-1__Final_Order.pdf
2024-07-19
LILLIAN K. JONES v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0831-23-0037-I-1, July 19, 2024
SF-0831-23-0037-I-1
NP
910
https://www.mspb.gov/decisions/nonprecedential/Ivory_Kaminski_K_AT-315H-20-0414-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KAMINSKI K. IVORY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-315H-20-0414-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kaminski K. Ivory , Decatur, Georgia, pro se. Sophia E. Haynes , Esquire, Decatur, Georgia, for the agency. Karen S. Rodgers , Esquire, Montgomery, Alabama, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her termination appeal for lack of jurisdiction. 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. Except as expressly MODIFIED to vacate the administrative judge’s finding that the appellant was appointed to the competitive service and clarify that the appellant has not made a nonfrivolous allegation that she met the definition of an “employee” with chapter 75 appeal rights in either the competitive or excepted service, we AFFIRM the initial decision. BACKGROUND Effective April 14, 2019, the agency appointed the appellant to the position of Purchasing Agent in the Veterans Health Administration. Initial Appeal File (IAF), Tab 7 at 65-66. The record is unclear regarding the nature of the appellant’s appointment due to inconsistencies in the agency’s appointment Standard Form 50 (SF-50) and other documents in the evidence file. The appointment SF-50 stated that the nature of the action was an excepted service appointment (“EXC APPT”). Id. at 66. Moreover, both the appointment and correction SF-50 stated that the appellant was appointed under a Schedule A authority pursuant to 5 C.F.R. § 213.3102(a), which concerns the excepted service positions of Chaplain and Chaplain’s Assistant. Id. at 65-66. However, Box 34 (“Position Occupied”) in both documents identified the nature of the2 appointment as competitive service and Box 24 identified “permanent” tenure. Id. Finally, neither SF -50 identified a probationary or trial period to which the appellant’s appointment was subject. Id. Less than 1 year later, effective April 9, 2020, the agency terminated the appellant. Id. at 17-19. In a memorandum with the subject “Termination During Probationary Period,” the agency stated that the appellant had been serving a career-conditional appointment subject to a 1-year “probationary/trial period.” Id. at 17. The agency informed the appellant that she was being terminated due to failure to follow instructions and absence without leave (AWOL). Id. Prior to her termination, the agency issued to the appellant three counseling memoranda in March 2020 and one oral counseling in February 2020 concerning performance issues, incidents of AWOL, and leave restrictions. Id. at 38-43. The record does not contain an SF-50 documenting the appellant’s termination. The appellant filed an appeal and requested a hearing. IAF, Tab 1 at 2. She indicated that she was challenging her “[t]ermination during probationary or initial service period,” but stated that her length of service was 1 year. Id. at 1, 3. The appellant asserted that she had filed an equal employment opportunity (EEO) complaint1 against her supervisor, who harassed her and shared her reasonable accommodation request with another employee. Id. at 5. She maintained that she “was not informed of any performance issues prior to [her] termination” and that her “termination was retaliation.” Id. In a jurisdiction order, the administrative judge informed the appellant that the Board may not have jurisdiction over her appeal. IAF, Tab 3 at 2. He apprised the appellant of the requirements for meeting the definition of an “employee” in the competitive service for purposes of 5 U.S.C. chapter 75 appeal rights and the regulatory right to appeal for probationers in the competitive service. Id. at 2-5. The appellant did not file a response to the jurisdiction order. 1 The agency file contained an Equal Employment Opportunity Commission case number regarding a “formal complaint of discrimination that is the subject of this appeal.” IAF, Tab 7 at 16.3 The agency filed a motion to dismiss the appeal for lack of jurisdiction, arguing that the appellant was serving a probationary period, had less than 1 year of current continuous service at the time of her termination, and that she did not meet the definition of an “employee” for purposes of chapter 75 appeal rights. IAF, Tab 5 at 4-5. The agency also argued that the appellant had not made a nonfrivolous allegation of any of the following claims that could bring her appeal under Board jurisdiction: that her termination2 was based on partisan political reasons, marital status, matters occurring before her appointment; the agency’s decision was reprisal for making a protected disclosure or engaging in protected activity; the agency discriminated against her based on uniform service; or the agency violated her veterans’ preference rights. Id. at 5. Without holding the requested hearing, the administrative judge issued an initial decision dismissing the appeal because the appellant failed to make a nonfrivolous allegation that the Board had jurisdiction over her appeal. IAF, Tab 8, Initial Decision (ID) at 1, 5. The administrative judge set forth the statutory definitions for an “employee” under 5 U.S.C. § 7511(a)(1)(A)-(C) for an individual in the competitive service, a preference eligible in the excepted service, and a nonpreference-eligible individual in the excepted service. ID at 3. He found that the appellant was not an “employee” at the time of her termination because she was serving a probationary period under a competitive service appointment and had completed less than 1 year of current continuous service. Id. The administrative judge found that the appellant had not alleged that the agency had terminated her based on partisan political reasons or marital status, or that the agency had failed to follow the regulatory procedures mandating terminations for pre-appointment reasons. ID at 4. Finally, he found that the Board lacked jurisdiction over the appellant’s discrimination claims absent an otherwise appealable action. Id. 2 Although the agency’s brief used the term “non-selection” in regard to the appellant’s failure to make any of these allegations that could be a basis of Board jurisdiction, the context clearly concerns the appellant’s termination. IAF, Tab 5 at 5.4 The appellant has filed a petition for review asserting that the Board did not request that she provide “material fact or evidence of [her] allegation of discrimination or reprisal.” Petition for Review (PFR) File, Tab 1 at 4. She also submits a narrative statement regarding her discrimination complaint on the basis of disability. Id. at 5-6. The agency has filed a response arguing that appellant failed to make a nonfrivolous allegation of jurisdiction and has not submitted any new or material evidence on review that was not available when the record closed. PFR File, Tab 3 at 5-7. 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). An appellant has the burden of establishing that the Board has jurisdiction over her appeal. 5 C.F.R. § 1201.56(b)(2)(i)(A). To establish Board jurisdiction under 5 U.S.C. chapter 75, an individual must, among other things, show that she satisfied one of the definitions of “employee” in 5 U.S.C. § 7511(a)(1). Walker v. Department of the Army, 119 M.S.P.R. 391, ¶ 5 (2013). For an individual in the competitive service, this means that she either must not be serving a probationary or trial period under an initial appointment, or have 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)(i), (ii). The definition of an “employee” also includes a preference-eligible individual in the excepted service who has completed 1 year of current continuous service in the same or similar positions in an Executive agency. 5 U.S.C. § 7511(a)(1)(B)(i). Finally, a nonpreference- eligible individual in the excepted service satisfies the definition of an “employee” if she is “not serving a probationary or trial period under an initial appointment pending conversion to the competitive service” or if she has “completed 2 years of current continuous service in the same or similar positions5 in an Executive agency under other than a temporary appointment limited to 2 years or less.” 5 U.S.C. § 7511(a)(1)(C)(i), (ii). A probationary employee in the competitive service has a limited regulatory right of appeal. See 5 C.F.R. § 315.806. If such a person is terminated for reasons that arose after her appointment, as was the appellant, she may appeal to the Board only if she raises a nonfrivolous claim that her termination was based on partisan political reasons or marital status. 5 C.F.R. § 315.806(b). Under 5 C.F.R. § 315.806(c), a probationary employee whose termination was based in whole or in part on conditions arising before her appointment may appeal her termination to the Board on the ground that it was not effected in accordance with the procedural requirements set forth in 5 C.F.R. § 315.805. LeMaster v. Department of Veterans Affairs , 123 M.S.P.R. 453, ¶ 7 (2016). In addition, 5 C.F.R. § 315.806(d) provides for jurisdiction over complaints of jurisdiction based on race, color, religion, sex (including pregnancy and gender identity), national origin, age, and disability, in connection with a probationary termination, but only if “such discrimination is raised in addition to one of the issues stated in paragraph (b) or (c) of this section.” Jafri v. Department of the Treasury, 68 M.S.P.R. 216, 220 (1995), aff’d, 78 F.3d 604 (Fed. Cir. 1996) (Table). An appellant is entitled to a jurisdictional hearing if she presents nonfrivolous allegations3 of Board jurisdiction. Ferdon v. U.S. Postal Service , 60 M.S.P.R. 325, 329 (1994). In determining whether the appellant has made a nonfrivolous allegation of jurisdiction entitling her to a hearing, the administrative judge may consider the agency’s documentary submissions; however, to the extent that the agency’s evidence constitutes mere factual contradiction of the appellant’s otherwise adequate prima facie showing of jurisdiction, the administrative judge may not weigh evidence and resolve 3 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s).6 conflicting assertions of the parties and the agency’s evidence may not be dispositive. Id. As discussed above, the record is unclear whether the appellant held an appointment in the competitive or excepted service and the appointment SF-50 contains conflicting information regarding this issue. IAF, Tab 7 at 65-66. While an executed SF-50 is the customary documentation for a personnel action, it does not constitute the personnel action itself and does not on its face control an employee’s status and rights. Hunt-O’Neal v. Office of Personnel Management , 116 M.S.P.R. 286, ¶ 10 (2011). To the extent that the administrative judge improperly weighed the evidence when he found that the appellant was appointed to a position in the competitive service subject to a 1 -year probationary period, we vacate that finding. ID at 3; IAF, Tab 7 at 65-66; see Ferdon, 60 M.S.P.R. at 329. Although the administrative judge failed to provide the appellant with notice regarding the requirements for meeting the definition of an employee in the excepted service in the jurisdiction order, IAF, Tab 3 at 3, this error was cured by the initial decision, which set forth the requirements in detail, ID at 3. See Mapstone v. Department of the Interior , 106 M.S.P.R. 691, ¶ 9 (2007) (stating that an administrative judge’s failure to provide an appellant with proper Burgess notice can be cured if the initial decision puts the appellant on notice of what he must do to establish jurisdiction). For the following reasons, we agree with the administrative judge that the employee failed to make a nonfrivolous allegation that she was an “employee” for purposes of 5 U.S.C. chapter 75 appeal rights, or that there was a regulatory basis for her appeal under the provisions set forth in 5 C.F.R. part 315, subpart H. ID at 3-4. The appellant does not challenge these findings on review, but instead makes arguments solely regarding her allegations of discrimination and retaliation for EEO activity. PFR File, Tab 1 at 4-6. She has not alleged, either during the pendency of her appeal or on review, that she was not serving a7 probationary or trial period or that she had 1 year of current continuous service4 at the time of her termination. Id.; IAF, Tab 1 at 5. Moreover, the appellant stated that she was serving a probationary, trial, or initial service period at the time of the action she was appealing and identified her appeal as a probationary termination. IAF, Tab 1 at 1, 3. Finally, the appellant has not alleged that she had any prior Federal service prior to the appointment at issue in the present appeal. PFR File, Tab 1 at 4-6; IAF, Tab 1 at 5. Therefore, the appellant has not alleged that she met either definition of a competitive service employee under 5 U.S.C. § 7511(a)(1)(A). ID at 3. The appellant stated in her initial appeal that she was not entitled to veterans’ preference, and thus she has not alleged that she was a preference eligible in the excepted service under 5 U.S.C. § 7511(a)(1)(B). IAF, Tab 1 at 1. Although the record is not clear whether the appellant was serving a probationary or trial period at the time of her termination, she has not alleged, nor does the record suggest, that she held an “initial appointment” to the excepted service pending conversion to the competitive service and therefore she could not meet the statutory definition under 5 U.S.C. § 7511(a)(1)(C)(i). Finally, she has not made a nonfrivolous allegation that she had completed 2 years of current continuous service in the same or similar positions in an executive agency. See 5 U.S.C. § 7511(a)(1)(C)(ii). Because the appellant failed to nonfrivolously allege that she was a competitive service or excepted service “employee” with Board appeal rights under 5 U.S.C. chapter 75, she was not entitled to a jurisdictional hearing. See Ferdon, 60 M.S.P.R. at 329. To the extent that the appellant was a probationer in the competitive service, she has not alleged that her termination was based on partisan political 4 The appellant indicated on her initial appeal form that she had 1 year of Government service. IAF, Tab 1 at 1. However, she has not challenged the date of her initial appointment, effective April 14, 2019, or termination less than 1 year later, effective April 9, 2020. PFR File, Tab 1 at 4-6; IAF, Tab 1 at 4-5, Tab 7 at 17, 65.8 reasons or marital status, or that the agency action was based (in whole or part) on pre-appointment reasons and that the agency failed to follow the procedures set forth at 5 C.F.R. § 315.805. PFR File, Tab 1 at 4-6; IAF, Tab 1 at 5; see 5 C.F.R. § 315.806(b)-(c). Therefore, she has presented no basis for Board jurisdiction over her discrimination claim connected to her termination. See 5 C.F.R. § 305.806(d) (explaining that the Board has jurisdiction over complaints of discrimination based upon a protected class such as disability in connection with a probationary termination only if “such discrimination is raised in addition to one of the issues stated in paragraph (b) or (c) of [that] section”). Absent an otherwise appealable action, the Board lacks jurisdiction over the appellant’s claims of discrimination and retaliation for EEO activity. PFR File, Tab 1 at 4-6; IAF, Tab 1 at 5; see Penna v. U.S. Postal Service , 118 M.S.P.R. 355, ¶ 13 (2012). Accordingly, we affirm the initial decision as modified. 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 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.9 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. 10 (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: 11 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. 12 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.13
Ivory_Kaminski_K_AT-315H-20-0414-I-1__Final_Order.pdf
2024-07-19
KAMINSKI K. IVORY v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-315H-20-0414-I-1, July 19, 2024
AT-315H-20-0414-I-1
NP
911
https://www.mspb.gov/decisions/nonprecedential/Green_EdwardSF-0752-20-0514-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD EDWARD GREEN, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-0752-20-0514-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gary G. Singh , Esquire, Honolulu, Hawaii, for the appellant. Yuwynn E. Ho , Esquire, and Evan Richard Gordon , Esquire, Quantico, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the agency’s removal action for unacceptable conduct. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based 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). The administrative judge found that the appellant failed to prove his affirmative defense of age discrimination. Initial Appeal File (IAF), Tab 29, Initial Decision (ID) at 21-23. He further found that the agency established a nexus between the charged misconduct and the efficiency of the service and that the penalty of removal was reasonable. ID at 26-29. The parties do not challenge these findings on review, and we decline to disturb them. The appellant argues on review that the agency wrongfully charged him with misconduct and that he did not engage in the alleged racist, sexual, and threatening acts. Petition for Review (PFR) File, Tab 1 at 1, 3. The administrative judge found that the agency proved each of the nine specifications underlying its charge of unacceptable conduct, under which the agency alleged that the appellant used racial slurs, made derogatory remarks to persons of color, made sexual jokes to coworkers, and threatened a coworker. ID at 3-20. As set forth below, we agree with the administrative judge’s findings regarding the charged misconduct. The administrative judge’s findings in sustaining each of the specifications were based in large part on crediting the agency’s witnesses’ testimony over that2 of the appellant’s. Id. The Board must defer to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on observing the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). The Board must give “special deference” to an administrative judge’s demeanor-based credibility determinations “[e]ven if demeanor is not explicitly discussed.” Purifoy v. Department of Veterans Affairs , 838 F.3d 1367, 1373 (Fed. Cir. 2016). The Board may only overturn such demeanor-based credibility determinations when they are incomplete, inconsistent with the weight of the evidence, and do not reflect the record as a whole. Faucher v. Department of the Air Force, 96 M.S.P.R. 203, ¶ 8 (2004). Following a video-conference hearing, the administrative judge found the appellant’s testimony denying and reframing the alleged misconduct to be inconsistent, improbable, unpersuasive, and not credible. ID at 4-12, 14-15, 17-20. Instead, he credited the testimony of a Corporal, Lance Corporal, Staff Sergeant, and Sergeant, finding their testimony unequivocal, persuasive, and based on personal knowledge as percipient witnesses to the various specifications. ID at 6-20. Moreover, the administrative judge noted that their testimony was detailed, specific, consistent with earlier statements and statements of other witnesses, and not inherently improbable. Id. The appellant on review merely denies engaging in the alleged misconduct. PFR File, Tab 1 at 1. He asserts that he is “not a racist or bigot.” Id. at 3. In support of this assertion, he points to the fact that his wife and much of his family is of Asian and Pacific Islander descent, and that most of his friends are minorities. Id. However, the appellant has provided no evidence or argument that the administrative judge’s credibility determinations were incomplete, inconsistent with the weight of the evidence, or did not reflect the record as a whole. Consequently, he has failed to identify sufficiently sound reasons for3 disturbing those demeanor-based credibility determinations. Haebe, 288 F.3d at 1301. The appellant additionally repeats his argument that the agency’s witnesses were coerced into signing statements in support of the charged misconduct. PFR File, Tab 1 at 3. For example, he argues that the statements from different witnesses appear written by someone with a legal background, were in the same font and writing style, and appeared to include information the witnesses did not understand. Id. The administrative judge considered these arguments and found them unpersuasive. ID at 4-7, 9, 11, 23. The appellant offers no new evidence or argument to support this allegation and rather merely disagrees with the administrative judge’s analysis. The Board will not disturb an administrative judge’s findings when he considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on issues of credibility. Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 106 (1997); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987). Accordingly, we discern no reason to disturb the administrative judge’s demeanor-based credibility determinations and thus agree that the agency sufficiently proved the charged misconduct. The appellant also argues that the agency committed harmful procedural error by not allowing his lawyer or a union representative to be present at investigative interviews during which he was questioned about the charged misconduct. PFR File, Tab 1 at 1-2. The administrative judge considered this argument and found that the appellant was properly advised of his option to have a union representative at the interviews, but the appellant declined. ID at 23-25. The administrative judge additionally found that the appellant failed to articulate how any alleged error was harmful. ID at 25-26. We agree with the administrative judge’s analysis on this issue. An appellant bears the burden of proof to show harmful error by the agency in effecting an adverse action. Canary v. U.S. Postal Service , 119 M.S.P.R. 310,4 ¶ 9 (2013). Harmful error cannot be presumed; an agency error is harmful only when the record shows that the procedural error was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Id., ¶ 12. Regardless of whether it was error for the agency to deny the appellant’s request to have his lawyer present at the interviews, the appellant has not shown how this error was harmful. See Doe v. U.S. Postal Service , 95 M.S.P.R. 493, ¶ 13 (2004) (finding any error in denying the presence of the appellant’s attorney at an investigative interview was harmless when the appellant failed to show that the agency would not have taken the same action had his attorney been able to speak on his behalf at the interview), overruled on other grounds by Marcell v. Department of Veterans Affairs , 2022 MSPB 33, ¶ 7. The appellant has not alleged or explained how his attorney’s presence at these interviews would have altered the outcome of the agency’s action. The appellant similarly argues that the administrative judge erred in considering his status as a bargaining unit employee in upholding the agency’s action. PFR File, Tab 1 at 2. The appellant asserts that he was in fact not a bargaining unit employee, and thus was ineligible to have union representation at the investigative interviews.2 Id. Regardless of whether the administrative judge erroneously found that the appellant was a bargaining unit employee, the appellant has failed to demonstrate that this error was prejudicial to his substantive rights or in any way led to an outcome different in the absence of the error. 2 The appellant attaches new evidence on review purporting to show that he was not a bargaining unit employee. PFR File, Tab 1 at 5-8. Because we find that the appellant’s status as a bargaining unit employee did not affect the outcome of this appeal, we find that this new evidence is not material and thus we do not consider it. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (finding 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). 5 The appellant additionally argues that the administrative judge erred in denying all of the 12 witnesses he proffered to testify regarding his character or to impeach the testimony of the agency’s witnesses. PFR File, Tab 1 at 2. The administrative judge denied these witnesses after finding that their testimony would not be relevant. IAF, Tab 18 at 2-4, Tab 20 at 1-2. An administrative judge has wide discretion under the Board’s regulations to exclude witnesses when it has not been shown that their testimony would be relevant, material, and nonrepetitious. Franco v. U.S. Postal Service , 27 M.S.P.R. 322, 325 (1985); see 5 C.F.R. § 1201.41(b)(8), (10). The Board will not reverse an administrative judge’s rulings on these matters absent an abuse of discretion. Wagner v. Environmental Protection Agency , 54 M.S.P.R. 447, 452 (1992), aff’d, 996 F.2d 1236 (Fed. Cir. 1993) (Table). The Board has held that, when there is no showing that a witness’s character testimony would have added anything to the character information already in the record, it is not error for the administrative judge to deny the witness. Farris v. Department of the Air Force , 20 M.S.P.R. 547, 551 n.3 (1984). Indeed, the record contains numerous declarations attesting to the appellant’s character, including written statements from several of his proffered witnesses. IAF, Tab 6 at 39-69, Tab 15 at 28-32. Moreover, the appellant had a full and fair opportunity to impeach the agency’s witnesses’ testimony through cross-examination. See Hooper v. Department of the Interior , 120 M.S.P.R. 658, ¶ 21 (2014) (finding that an administrative judge did not abuse her discretion in excluding impeachment evidence when the parties had a full and fair opportunity to impeach the witness’s testimony through cross-examination). Accordingly, the appellant has failed to demonstrate that the administrative judge abused his discretion in denying the appellant’s witnesses. The appellant additionally argues that he has been subject to a hostile work environment dating back to 2004 by his direct supervisor and another individual. PFR File, Tab 1 at 3. He also appears to argue that he was erroneously not selected for a position despite being deemed qualified. Id. at 3-4. The appellant6 did not raise these arguments below; thus, we find they are not new or material, and we decline to consider them. See Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (finding 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). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file8 with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 9 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 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
Green_EdwardSF-0752-20-0514-I-1__Final_Order.pdf
2024-07-19
EDWARD GREEN v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-0752-20-0514-I-1, July 19, 2024
SF-0752-20-0514-I-1
NP
912
https://www.mspb.gov/decisions/nonprecedential/Forestier_MarioDC-0752-19-0668-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARIO FORESTIER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-0752-19-0668-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 M. Jefferson Euchler , Esquire, Virginia Beach, Virginia, for the appellant. Samantha Arrington Sliney , Esquire, and Derek Coyne , Esquire, Fort Liberty, North Carolina, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the appellant’s 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. We MODIFY the initial decision to find that the appellant made protected disclosures and to supplement the administrative judge’s analysis of whether the agency proved by clear and convincing evidence that it would have removed the appellant in the absence of his disclosures. We also MODIFY the administrative judge’s analysis of the agency’s penalty determination. Except as expressly MODIFIED herein, we AFFIRM the initial decision. BACKGROUND The appellant was employed by the agency as Division Chief, GS-0301-14, in Fort Bragg, North Carolina.2 Initial Appeal File (IAF), Tab 5 at 17. In March 2019, the agency proposed the appellant’s removal based on two charges of insubordination, as well as single charges of insolence, lack of candor, and failure to follow time and attendance procedure. IAF, Tab 6 at 26-31. The first insubordination charge as well as the insolence and lack of candor charges arose out of the appellant's cancellation of official travel to attend training in February 2019 despite a specific order not to do so. Id. at 26. The second insubordination charge involved an allegation that the appellant refused to provide a copy of a contract to his supervisor. Id. at 27. The charge of failure to follow time and 2 Since the events at issue in this appeal, Fort Bragg has been renamed Fort Liberty.2 attendance procedure involved allegations that the appellant worked overtime without obtaining the required advance written approval. Id. at 27-28. After the appellant responded in writing to the proposed removal, IAF, Tab 5 at 40-46, the agency removed the appellant effective July 18, 2019, id. at 17, 19-20. The agency offered the appellant a last chance agreement in lieu of removal, IAF, Tab 5 at 22-26, but the appellant did not accept it. The appellant timely filed this appeal challenging his removal. IAF, Tab 1. In his initial appeal, he challenged both the charges and the penalty; he also alleged that his removal was retaliation for whistleblowing. Id. at 4. He requested a hearing. Id. at 2. After holding the appellant’s requested hearing, the administrative judge issued an initial decision affirming the removal. IAF, Tab 33, Initial Decision (ID). He found that the agency proved each of its charges. ID at 2-40. As to the appellant’s whistleblower reprisal claim, the administrative judge assumed that the appellant’s allegation of a contractor performing an inherently governmental function constituted a protected disclosure. ID at 46. The administrative judge found that the appellant’s disclosure was a contributing factor in his removal. ID at 46-47. However, the administrative judge found that the agency proved by clear and convincing evidence that it would have removed the appellant in the absence of his disclosures. ID at 47-70. Specifically, he found that the agency had strong evidence in support of the removal, ID at 68-69, that there was no evidence of a strong motive to retaliate against him, ID at 69, and that there was no evidence regarding the agency’s treatment of similarly situated non- whistleblowers, ID at 70. Finally, the administrative judge found that the agency’s chosen penalty was reasonable. ID at 71-76. The appellant has filed a timely petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. He primarily challenges the administrative judge’s finding that the agency proved by clear and convincing evidence that it would have removed him in the absence of his disclosures. Id.3 at 8-9. He also challenges the administrative judge’s findings regarding the penalty and charges. Id. at 9-10. The agency has responded in opposition to the petition for review. PFR File, Tab 4. ANALYSIS The administrative judge correctly sustained the agency’s charges. On petition for review, the appellant challenges the administrative judge’s findings as to each of the charges. PFR File, Tab 1 at 6-7, 10. However, he challenges those findings in only a conclusory manner, and he neither explains why the findings are incorrect nor identifies the specific evidence in the record that demonstrates the error. He has therefore not provided any basis for the Board to disturb the administrative judge’s findings and credibility determinations as to the charges. See Weaver v. Department of the Navy , 2 M.S.P.R. 129, 133 (1980) (before the Board will undertake a complete review of the record, the petitioning party must explain why the challenged factual determination is incorrect, and identify the specific evidence in the record which demonstrates the error). The administrative judge correctly found that the appellant was not entitled to corrective action based on his whistleblower reprisal claim. The Whistleblower Protection Act prohibits retaliation against an employee for whistleblowing. See 5 U.S.C. § 2302(b)(8)-(9). A burden shifting framework applies to an employee’s whistleblowing defense against an adverse agency personnel action, such as a suspension or removal. See Whitmore v. Department of Labor, 680 F.3d 1353, 1367 (Fed. Cir. 2012). First, an agency must prove its case for the adverse personnel action by a preponderance of the evidence. Id. The burden then shifts to the employee to “prove by a preponderance of the evidence that he or she made a protected disclosure under 5 U.S.C. § 2302(b)(8) that was a contributing factor to the” personnel action. Id. “If the employee establishes this prima facie case of reprisal for whistleblowing, the burden of persuasion shifts to the agency to show by clear and convincing evidence that it4 would have taken ‘the same personnel action in the absence of such disclosure.’” Id. (italics omitted) (quoting 5 U.S.C. § 1221(e)). The administrative judge did not make a finding on whether the appellant actually made protected disclosures. Instead, he assumed the appellant had done so and, after finding that the disclosures were a contributing factor in the removal, proceeded to determine whether the agency met its burden to show by clear and convincing evidence that it would have removed the appellant in the absence of his disclosures. It was error for the administrative judge to proceed to the agency’s defense without first finding that the appellant had met his initial burden. See 5 U.S.C. § 1221(e)(2) (providing that corrective action for whistleblower reprisal “may not be ordered if, after a finding that a protected disclosure was a contributing factor , the agency demonstrates by clear and convincing evidence that it would have taken the same personnel action in the absence of such disclosure” (italics added)). However, for the reasons set forth below, we find that this error does not require remand for further proceedings. First, we find that the appellant had a reasonable belief that he was disclosing a violation of law, rule, or regulation. An individual making a disclosure may be protected from retaliation for whistleblowing based on his reasonable belief that his disclosure evidenced one or more of the categories of wrongdoing listed in 5 U.S.C. § 2302(b)(8), even when his belief is mistaken. See Drake v. Agency for International Development , 543 F.3d 1377, 1382 (Fed. Cir. 2008). The test for determining whether an employee’s belief regarding the disclosed matter is reasonable is whether a disinterested observer with knowledge of the essential facts known to or readily ascertainable by the employee could reasonably conclude that the actions of the agency evidence the wrongdoing disclosed. LaChance v. White , 174 F.3d 1378, 1381 (Fed. Cir. 1999). The appellant disclosed a number of issues to the Inspector General (IG), including an allegation that the agency was allowing a contractor to perform duties that constituted inherently governmental functions. IAF, Tab 13 at 37-38.5 Allowing a contractor to perform such functions would violate the Federal Acquisition Regulations (FAR), see 48 C.F.R. § 7.503, and disclosures alleging FAR violations can be protected, see Schnell v. Department of the Army , 114 M.S.P.R. 83, ¶ 20 (2010). Among the inherently governmental functions enumerated in the FAR is the direction and control of Federal employees. 48 C.F.R. § 7.503(c)(7). The appellant testified that, based on his direct observation of the contractor in question, it seemed that the contractor was assigning work or otherwise directing Federal employees in the performance of their duties. IAF, Tab 30 (testimony of the appellant). Although the appellant’s belief regarding inherently governmental functions may have turned out to be incorrect, see IAF, Tab 12 at 11 (IG response to the appellant finding that the allegation that the contractor was performing inherently governmental functions was not substantiated), we find that there was sufficient basis for him to have a reasonable belief that such a violation was occurring at the time he made his disclosures. Even if the appellant’s disclosures to the IG were not protected disclosures under 5 U.S.C. § 2302(b)(8), they would nevertheless constitute protected activity under 5 U.S.C. § 2302(b)(9)(C), which makes it a prohibited personnel practice to take or fail to take or threaten to take or fail to take a personnel action against an employee or applicant for “cooperating with or disclosing information to the Inspector General (or any other component responsible for internal investigation or review) of an agency, or the Special Counsel, in accordance with applicable provisions of law.” See Special Counsel v. Hathaway , 49 M.S.P.R. 595, 612 (1991) (finding that section 2302(b)(9)(C) covers employee disclosures to the IG or OSC that do not meet the precise terms of the actions described in section 2302(b)(8)), recons. denied, 52 M.S.P.R. 375, aff’d, 981 F.2d 1237 (Fed. Cir. 1992). The administrative judge found that the appellant’s disclosures were a contributing factor in his removal. ID at 46-47. The agency does not challenge6 that finding on review, and we see no reason to disturb it. We therefore proceed to whether the agency met its burden to prove by clear and convincing evidence that it would have removed the appellant in the absence of his disclosures. 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 the following factors: the strength of the agency's evidence in support of its action; the existence and strength of any motive to retaliate on the part of the agency officials who were involved in the decision; and any evidence that the agency takes similar actions against employees who are not whistleblowers but who are otherwise similarly situated. Carr v. Social Security Administration , 185 F.3d 1318, 1323 (Fed. Cir. 1999). The U.S. Court of Appeals for the Federal Circuit has further clarified 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.” Whitmore, 680 F.3d at 1368. We agree with the administrative judge that the agency presented strong evidence in support of the charge, which weighs in favor of the agency on the clear and convincing evidence issue. See Pedeleose v. Department of Defense , 110 M.S.P.R. 508, ¶ 24 (finding that the agency showed by clear and convincing evidence that it would have suspended the appellant despite his whistleblowing by, among other things, providing sufficient evidence to support the underlying charges), aff’d per curiam , 343 F. App’x 605 (Fed. Cir. 2009). As noted above, the appellant has not provided any basis on review for disturbing the administrative judge’s findings as to the charges. As to the second Carr factor, the administrative judge found that the appellant’s disclosures “created no motive to retaliate.” ID at 69. He further found that “the appellant had motives of his own,” specifically his animosity towards the fellow agency employee whose work was allegedly being performed7 in large part by the contractor. ID at 70. For the reasons set forth below, we modify the administrative judge’s analysis of the second Carr factor. First, we do not agree that the appellant’s disclosures created no motive to retaliate. Even if the individuals involved in the appellant’s removal were not personally implicated in those disclosures, the fact remains that they are high- ranking agency officials who supervised the work unit that was the subject of the disclosures. Thus, there was at least some motive to retaliate. See Carr, 185 F.3d at 1322-23 (finding motive to retaliate based on criticisms of the management of the office for which the acting official had responsibility); Chambers v. Department of the Interior , 116 M.S.P.R. 17, ¶ 69 (2011). Additionally, for purposes of the second Carr factor, the motive at issue is that of the agency, not the appellant. An appellant’s motive in making disclosures is not relevant in determining whether those disclosures are protected, 5 U.S.C. § 2302(f)(1)(C), and we find that it is also not relevant to whether the agency would have taken the same action in the absence of the disclosures. Although we find that there was at least some motive to retaliate against the appellant, we do not find that such motive was particularly strong. As the administrative judge correctly noted, the appellant’s disclosures were investigated and did not lead to any findings of wrongdoing or adverse consequences for agency officials. ID at 69. Thus, we modify the administrative judge’s findings as to the second Carr factor to find that although there was some motive to retaliate, that factor does not weigh particularly strongly against a finding that the agency would have removed the appellant in the absence of his disclosures. As for the third Carr factor, we agree with the administrative judge that there is no record evidence concerning the agency’s treatment of similarly situated non-whistleblowers. It is the agency that bears the burden of proving that it would have taken the same action in the absence of the appellant’s protected activity. Alarid v. Department of the Army , 122 M.S.P.R. 600, ¶ 14 (2015). While the agency does not have an affirmative burden to produce8 evidence concerning each and every Carr factor, the Federal Circuit has held that “the absence of any evidence relating to Carr factor 3 can effectively remove that factor from the analysis,” but that the failure to produce such evidence if it exists “may be at the agency’s peril,” and “may well cause the agency to fail to prove its case overall.” Whitmore, 680 F.3d at 1374-75. Moreover, because it is the agency’s burden of proof, when the agency fails to introduce relevant comparator evidence, the third Carr factor cannot weigh in favor of the agency. Smith v. General Services Administration, 930 F.3d 1359, 1367 (Fed. Cir. 2019); Siler v. Environmental Protection Agency , 908 F.3d 1291, 1299 (Fed. Cir. 2018). Here, given the agency’s failure to proffer any evidence pertaining to relevant comparator evidence, Carr factor 3 does not weigh in the agency’s favor. Nonetheless, weighing the Carr factors together, we find that the strength of the evidence in support of the appellant’s removal outweighs the strength of the motive to retaliate and any lack of evidence regarding the agency’s treatment of similarly situated employees. Therefore, we agree with the administrative judge that the agency met its burden of proving by clear and convincing evidence that it would have removed the appellant absent his disclosures. The administrative judge correctly affirmed the agency’s removal penalty. On petition for review, the appellant’s argument regarding penalty relates to the deciding official’s decision to offer a last chance agreement. PFR File, Tab 1 at 9-10. Specifically, he argues that the agency could not argue that it had no choice but to remove him when it offered him a last chance agreement that would have permitted him to remain employed. Id. at 10. For the reasons set forth below, we modify the administrative judge’s penalty analysis to remove any consideration of the last chance agreement. In assessing the agency’s penalty determination, the administrative judge noted the deciding official’s testimony that he considered the possibility of rehabilitation through his offer of the last chance agreement, but that the appellant’s refusal of that offer and rejection of any responsibility revealed that9 rehabilitation was not a viable option. ID at 76. However, the appellant’s rejection of the last chance agreement could not have contributed to the decision to remove him. The deciding official completed his analysis of the Douglas factors on July 1, 2019, IAF, Tab 5 at 33, the same day he issued his decision to remove the appellant, id. at 19-20. Attached to the removal decision letter was a proposed last chance agreement, which the deciding official gave the appellant 7 calendar days to accept before the removal would be effective. Id. at 19, 24-26. The appellant did not accept the agreement, and his removal was effective July 18, 2019. Id.at 17. By the time the appellant had an opportunity to consider the last chance agreement, the deciding official had already chosen removal as the appropriate penalty. Thus, the appellant’s failure to accept the last chance agreement was not part of the agency’s penalty determination and should not be part of the Board’s penalty analysis. We therefore modify the administrative judge’s penalty analysis to remove any consideration of the appellant’s failure to accept the last chance agreement as an aggravating factor. The appellant raises a separate issue regarding the last chance agreement. He argues on review that the fact that the agency was willing to offer the agreement establishes that a penalty less than removal would have sufficed. PFR File, Tab 1 at 10. That the agency offered such a settlement that would have permitted the appellant to remain employed does not establish that removal was not the maximum reasonable penalty under the circumstances. We find that the deciding official’s consideration of the relevant Douglas factors as set forth in the document attached to the removal decision, IAF, Tab 5 at 28-33, was appropriate and that the penalty of removal did not exceed the tolerable limits of reasonableness for the sustained misconduct. We therefore sustain the appellant’s removal.10 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.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.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 14 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.15
Forestier_MarioDC-0752-19-0668-I-1__Final_Order.pdf
2024-07-19
MARIO FORESTIER v. DEPARTMENT OF THE ARMY, MSPB Docket No. DC-0752-19-0668-I-1, July 19, 2024
DC-0752-19-0668-I-1
NP
913
https://www.mspb.gov/decisions/nonprecedential/Bombeva_Tsvetana_D_SF-1221-23-0149-W-1_SF_0752_22_0350_I_1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TSVETANA D. BOMBEVA, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-1221-23-0149-W-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tsvetana D. Bombeva , Reston, Virginia, pro se. Lawrence Lynch , Esquire, Randolph AFB, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which found that her individual right of action (IRA) appeal was untimely filed, and equitable tolling was not applicable. On petition for review, the appellant argues that she thought she filed her appeal on January 4, 2023, which would have been timely, the administrative judge belatedly raised the timeliness issue 3 months 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). into the appeal, and the administrative judge was biased against her. Petition for Review (PFR) File, Tab 1. 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). ¶2Unlike the Board’s regulatory time limits for appeals filed under 5 U.S.C. § 7701, the statutory time limit for filing an IRA appeal cannot be waived for good cause shown because there is no statutory mechanism for doing so. Heimberger v. Department of Commerce , 121 M.S.P.R. 10, ¶ 9 (2014). The filing deadline might be subject to equitable tolling, under which the filing period is suspended for equitable reasons, such as when the complainant has been induced or tricked by her adversary’s misconduct into allowing the deadline to pass. Id., ¶ 10. Equitable tolling is a rare remedy that is to be applied in unusual circumstances and generally requires a showing that the litigant has been pursuing her rights diligently and some extraordinary circumstances stood in her way. Id. Equitable tolling does not extend to mere “excusable neglect.” Wood v. Department of the Air Force , 54 M.S.P.R. 587, 593 (1992) (quoting Irwin v. Department of Veterans Affairs , 498 U.S. 89, 96 (1990)). The appellant does not allege that she was induced or tricked by the agency or the Office of Special2 Counsel, and she has not identified any extraordinary circumstances that prevented her from diligently pursuing her rights. Even if we credit the appellant’s account of events, we agree with the administrative judge that the circumstances that she described constitute “garden variety neglect.” Initial Appeal File (IAF), Tab 16, Initial Decision at 17; see IAF, Tab 15 at 5 (stating that when she “logged in the MSPB system to check on the status of [her] appeal [on January 17, 2023, she] noticed that [her] filing never went through and was sitting in [her] account as a draft”). Thus, we agree with the administrative judge that the appeal was untimely filed, and equitable tolling does not apply. ¶3The appellant asserts that the administrative judge erred in not raising the timeliness issue for 3 months. PFR File, Tab 1 at 5. Importantly, however, she does not allege that there was any evidence that she was unable to obtain but would have been able to obtain if the administrative judge had raised the timeliness issue earlier. ¶4The appellant also contends that the administrative judge “[did] not hold the agency to the same standards that it held [her].” Id. at 9. She also states that the administrative judge “acted with evident bias” by requiring her to prove jurisdiction while simultaneously “ignoring” the agency’s “repeated” failure to follow deadlines, among other things. Id. at 5-6. An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if his 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)). We find no evidence of any such favoritism or antagonism in the record in this matter. ¶5Because we agree with the administrative judge that the IRA appeal was untimely filed and equitable tolling does not apply, we need not address the appellant’s arguments regarding substantive issues in the underlying appeal. See Heimberger, 121 M.S.P.R. 10, ¶ 13. 3 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of 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
Bombeva_Tsvetana_D_SF-1221-23-0149-W-1_SF_0752_22_0350_I_1_Final_Order.pdf
2024-07-19
TSVETANA D. BOMBEVA v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-1221-23-0149-W-1, July 19, 2024
SF-1221-23-0149-W-1
NP
914
https://www.mspb.gov/decisions/nonprecedential/Cody_AshleyAT-315H-23-0036-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ASHLEY CODY, Appellant, v. DEPARTMENT OF LABOR, Agency.DOCKET NUMBER AT-315H-23-0036-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ashley Cody , Austell, Georgia, pro se. Kathryn C. Hagerman and Monica Moukalif , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her appeal of her probationary termination for lack of jurisdiction. 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). 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). BACKGROUND ¶2The agency appointed the appellant to a career-conditional competitive service position as a Safety and Occupational Health Specialist effective March 27, 2022, subject to a 1 -year probationary period. Initial Appeal File (IAF), Tab 1 at 6. The agency subsequently notified the appellant during her probationary period that she would be terminated, effective October 4, 2022, for performance problems, time and attendance issues, and misuse of her Government-issued credit card. Id. at 7-9. ¶3The appellant filed a timely Board appeal alleging that the agency should have given her “the option to resolve the matter through an alternative dispute resolution before termination.” Id. at 3. The administrative judge ordered the appellant to file evidence and argument demonstrating that the Board had jurisdiction over her appeal, but the appellant did not respond. IAF, Tab 3. In an initial decision dated November 28, 2022, the administrative judge dismissed the appeal for lack of jurisdiction, finding that the appellant failed to raise a nonfrivolous allegation of marital status discrimination, or that her termination was based on partisan political reasons or pre-employment misconduct. IAF, Tab 9, Initial Decision (ID) at 4. The initial decision informed the appellant that it would become the Board’s final decision on January 2, 2023, unless she filed a petition for review by that date. ID at 4. ¶4The appellant filed a petition for review on January 17, 2023, asserting that the Board should reconsider her appeal “due to [her] status of being a protected veteran.” Petition for Review (PFR) File, Tab 1 at 2. In a January 18, 2023 acknowledgement letter from the Office of the Clerk of the Board, the Acting Clerk informed the appellant that the Board may dismiss her petition for review as untimely filed unless she submitted a motion showing that her petition for2 review was timely filed or that good cause existed for the filing delay. PFR File, Tab 2. The Clerk’s Office enclosed a “Motion to Accept Filing as Timely and/or to Ask the Board to Waive or Set Aside the Time Limit” and informed the appellant that she had until February 2, 2023, to file such motion. Id. The appellant did not respond. The agency filed a response to the appellant’s petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW ¶5A petition for review generally must be filed within 35 days after the date of issuance of the initial decision or, if the party filing the petition shows that the initial decision was received more than 5 days after it was issued, within 30 days after the party received the initial decision. 5 C.F.R. § 1201.114(e). The appellant does not claim that she received the initial decision more than 5 days after it was issued. PFR File, Tab 1. Further, because the appellant elected to be an e-filer, she is deemed to have received the initial decision on the date of electronic submission, November 28, 2022. IAF, Tab 1 at 2, Tab 10; see Palermo v. Department of the Navy , 120 M.S.P.R. 694, ¶ 3 (2014); 5 C.F.R. § 1201.14(m)(2) (2023). Therefore, her petition for review was due by January 2, 2023, and it is thus over 2 weeks late. ¶6The Board will waive its filing deadline only upon a showing of good cause for the delay. Gaetos v. Department of Veterans Affairs , 121 M.S.P.R. 201, ¶ 5 (2014); 5 C.F.R. § 1201.114(g). To establish good cause for the untimely filing of an appeal, 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). 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 time3 limits or of unavoidable casualty or misfortune that similarly shows a causal relationship to her inability to timely file her petition for review. Gaetos, 121 M.S.P.R. 201, ¶ 5; 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). ¶7Here, we find that the appellant has failed to show good cause for a waiver of the filing deadline. The appellant did not submit a motion showing that her petition for review was timely filed or that good cause existed for the filing delay or otherwise respond to the Clerk’s acknowledgement order informing her that her petition for review was untimely filed. See 5 C.F.R. § 1201.114(g). She has not submitted any evidence or argument on the timeliness of her petition for review. Further, her 2-week filing delay is not insignificant. See, e.g., Crozier v. Department of Transportation , 93 M.S.P.R. 438, 441 (2003) (finding a 13-day delay not minimal); Winfrey v. National Archives and Records Administration , 88 M.S.P.R. 403, ¶ 6 (2001) (finding that a 48-day delay was not minimal). Although the appellant’s pro se status is a factor weighing in her favor, it is insufficient to excuse her untimeliness. See Allen v. Office of Personnel Management, 97 M.S.P.R. 665, ¶¶ 8, 10 (2004) (declining to excuse a pro se appellant’s 14-day, unexplained delay in filing a petition for review). ¶8As noted above, the appellant stated in her petition for review that the Board should reconsider her appeal “due to [her] status of being a protected veteran.” PFR, Tab 1 at 2. She submits a 1-page letter from the Department of Veterans Affairs indicating that she has a service-connected disability rating of 100%, effective May 2020, but she does not provide any other information or explanation. Id. at 3. It is unclear whether the appellant is attempting to raise a claim of discrimination based on military service under the Uniformed Services Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335) (USERRA). Under USERRA, a person who has performed “service in a uniformed service shall not be denied initial employment, reemployment, retention in employment, promotion, or any benefit of4 employment . . . on the basis of that . . . performance of service.” 38 U.S.C. § 4311(a); Searcy v. Department of Agriculture , 115 M.S.P.R. 260, ¶ 6 (2010). To establish Board jurisdiction over a USERRA discrimination appeal, an appellant must allege the following: (1) she performed duty or has an obligation to perform duty in a uniformed service of the United States; (2) the agency denied her 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.2 Searcy, 115 M.S.P.R. 260, ¶ 7. Here, the appellant did not indicate on her initial appeal form that she was pursuing a USERRA claim, and she has not made even vague allegations that would establish Board jurisdiction over a USERRA discrimination appeal in either her initial appeal or on review. See IAF, Tab 1; PFR File, Tab 1; see also Wilson v. Department of the Army , 111 M.S.P.R. 54, ¶ 9 (2009) (stating that a claim of discrimination under USERRA should be broadly and liberally construed in determining whether it is nonfrivolous, particularly when the appellant is pro se). However, there is no time limit to filing a USERRA appeal. 5 C.F.R. § 1208.12. If the appellant believes she has been the victim of a violation of section 4311(a), she may file an appeal with the Board.3 38 U.S.C. § 4324(b); Searcy, 115 M.S.P.R. 260, ¶ 6.4 2 The Board has jurisdiction over USERRA appeals, even when an employee was serving a probationary period at the time of the alleged violation. Wright v. Department of Veterans Affairs , 73 M.S.P.R. 453, 454 (1997). 3 An individual may choose to file a USERRA complaint with the Secretary of Labor and have the Secretary investigate her complaint. 38 U.S.C. § 4322(a). If the individual files such a complaint with the Secretary of Labor, she may thereafter file an appeal with the Board regarding her USERRA claim pursuant to 38 U.S.C. § 4324(b) (2). If the individual does not elect to apply to the Secretary for assistance under section 4322(a), she may file directly with the Board. 38 U.S.C. § 4324(b)(1). 4 To the extent the appellant may wish to pursue other veterans’ preference claims, under the Veterans Employment Opportunities Act of 1998 (VEOA), a “preference eligible who alleges that an agency has violated such individual’s rights under any statute or regulation relating to veterans preference may file a complaint with the Secretary of Labor” and, after that complaint process is exhausted, may then file an appeal with the Board. 5 U.S.C. § 3330a. A VEOA complaint must be filed with DOL5 ¶9Accordingly, 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 its lack of jurisdiction over the appellant’s probationary termination appeal. NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. within 60 days after the date of the alleged violation. 5 U.S.C. § 3330a(a)(2). The exhaustion requirement is satisfied if the appellant filed a complaint with DOL and DOL either: (1) sent the appellant written notification that it was unable to resolve the complaint; or (2) did not resolve the complaint within 60 days and the appellant notified DOL of her intention to appeal to the Board. Burroughs v. Department of Defense , 114 M.S.P.R. 647, ¶ 7 (2010), aff’d, 426 F. App’x 897 (Fed. Cir. 2011). 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.6 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you7 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 8 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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. 9 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.10
Cody_AshleyAT-315H-23-0036-I-1_Final_Order.pdf
2024-07-19
ASHLEY CODY v. DEPARTMENT OF LABOR, MSPB Docket No. AT-315H-23-0036-I-1, July 19, 2024
AT-315H-23-0036-I-1
NP
915
https://www.mspb.gov/decisions/nonprecedential/Pulley_Ronnell_L_PH-1221-19-0009-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RONNELL LAMONT PULLEY, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER PH-1221-19-0009-W-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ronnell Lamont Pulley , Millville, New Jersey, pro se. Ted Booth , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his individual right of action (IRA) appeal for failure to prosecute. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND The appellant, through his attorney representative, filed this IRA appeal with the Board. Initial Appeal File (IAF), Tab 2 at 1-6. As discussed in the initial decision, the appellant appeared to abandon his case after his attorney withdrew from representing him and after he requested a hearing. IAF, Tab 39, Initial Decision (ID) at 1-2. Without holding the requested hearing, the administrative judge issued an initial decision dismissing the IRA appeal for failure to prosecute. ID at 1, 3. 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 The appellant has failed to show good cause for the 1-day delay in filing his petition for review. Generally, a petition for review must be filed within 35 days after the date of issuance of the initial decision or, if the petitioner shows that he received the initial decision more than 5 days after the date of issuance, within 30 days after the date he received the initial decision. 5 C.F.R. § 1201.114(e). Here, the administrative judge informed the appellant that the initial decision would become the Board’s final decision on December 19, 2019, unless a petition for review was filed by that date. ID at 3. The administrative judge further informed the appellant that, if he received the initial decision more than 5 days after the date of issuance, he could file a petition for review within 30 days after the date of receipt. Id. The record reflects that the appellant received the initial decision on November 14, 2019, the date of issuance.2 ID at 1; IAF, Tab 40; see 5 C.F.R. § 1201.14(m)(2) (2019) (providing that Board documents served electronically on registered e-filers are deemed received on the date of electronic submission). 2 The certificate of service reflects that, on November 14, 2019, the initial decision was served electronically by email on the appellant, who had registered as an e-filer. IAF, Tab 1 at 2, Tab 2 at 2, Tab 40; see 5 C.F.R. § 1201.14(j)(1) (2019) (providing for the electronic service of Board documents on e-filers).2 The appellant does not argue otherwise. PFR File, Tab 1 at 3, 5. Thus, the deadline for filing a petition for review was December 19, 2019, the 35th day after the date of issuance of the initial decision. See 5 C.F.R. § 1201.114(e). The appellant filed a petition for review on December 20, 2019, one day past the filing deadline.3 PFR File, Tab 1. In an acknowledgment letter, the Office of the Clerk of the Board notified the appellant that his petition for review was untimely filed and that he could file a motion with the Board to accept his filing as timely and/or to waive the time limit for good cause. PFR File, Tab 2 at 1-2. The letter further stated that such a motion must be sent by January 7, 2020. Id. at 2. The appellant has not filed any argument or evidence in response to the Clerk of the Board’s notice regarding the timeliness of his petition for review. The Board may waive the time limit for filing a petition for review upon a showing of good cause for the untimely filing. 5 C.F.R. §§ 1201.12, 1201.114(g). To establish good cause, the appellant must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Moorman v. Department of the Army , 68 M.S.P.R. 60, 62-63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). 3 The appellant simply claims on review, “The filing was made on the 18th.” PFR File, Tab 1 at 3. We find that this conclusory statement, without more, is insufficient to rebut the fact that his petition for review shows that the date of electronic submission was December 20, 2019. PFR File, Tab 1; see 5 C.F.R. §§ 1201.4( l) (providing that the date of filing by e-filing is the date of electronic submission), 1201.14(m)(1) (2019) (same).3 In his petition for review, the appellant raises the following arguments: it has been difficult to attend to this case due to personal circumstances such as martial separation, homelessness, unemployment, a pending decision on his claim for Social Security Disability Insurance benefits, and having to support his family of three young children and a wife; his attorney withdrew from representation primarily due to financial reasons but he continues to seek representation; he asks for another opportunity to be compensated for the mental and other suffering he endured as a result of his wrongful termination and unfair treatment by the agency; his reputation has been destroyed and he has lost 15 years of good service as a reservist in the Air National Guard; and granting a petition for review would express the Board’s support for military families like his and would promote justice and freedom.4 PFR File, Tab 1 at 5-6. Although the appellant’s pro se status and the minimal length of his 1-day filing delay weigh in favor of finding good cause, we find that they are outweighed by the remaining Moorman factors. See, e.g., Ellison v. U.S. Postal Service, 45 M.S.P.R. 244, 245 & n.4, 246 (1990) (finding no good cause for the pro se appellant’s 2-day delay in filing a corrected petition for review when, among other things, he was unable to find a job, he was unable to find counsel, and there was a pending foreclosure on his home). The appellant’s claims regarding personal and financial difficulties and his inability to retain counsel do not establish good cause. PFR File, Tab 1 at 5; see Tamayo v. Office of Personnel Management, 88 M.S.P.R. 685, ¶ 7 (2001) (finding that the inability to secure a representative and financial difficulty do not establish good cause); Crisp v. Department of Veterans Affairs , 73 M.S.P.R. 231, 234 (1997) (finding no good 4 It is unclear whether some of the appellant’s arguments on review address his apparent failure to prosecute the initial appeal or the untimeliness of his petition for review. PFR File, Tab 1 at 5. However, given his pro se status, we will liberally construe such arguments as addressing the untimeliness of his petition for review. See, e.g., Melnick v. Department of Housing and Urban Development , 42 M.S.P.R. 93, 97-98 (1989) (observing that parties without legal representation are not required to plead issues with precision), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table).4 cause when the appellant stated that he was going through divorce proceedings, was involved in a lawsuit, and was seeking employment to avoid incarceration for apparently failing to pay child support). Although the appellant generally claims that he has been diagnosed with mental health conditions, he has not alleged that they hindered his ability to make a timely filing.5 PFR File, Tab 1 at 5. Further, the appellant’s arguments on the merits of his termination are not relevant to the untimeliness of his petition for review. Id. at 5-6; see Marasco v. U.S. Postal Service , 66 M.S.P.R. 555, 558 (1995). In addition, the appellant has not presented any evidence of circumstances beyond his control or of unavoidable casualty or misfortune that prevented him from timely filing a petition for review. Therefore, under the particular circumstances of the case, we find that the appellant has failed to establish good cause for his untimely filing. 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 failure to prosecute the IRA appeal. NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit 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 received explicit information regarding the legal standard for establishing good cause based on an illness. PFR File, Tab 1 at 3, Tab 2 at 7 n.1; see Lacy v. Department of the Navy , 78 M.S.P.R. 434, 437-38 (1998). 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.5 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.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. 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.10
Pulley_Ronnell_L_PH-1221-19-0009-W-1__Final_Order.pdf
2024-07-19
RONNELL LAMONT PULLEY v. DEPARTMENT OF JUSTICE, MSPB Docket No. PH-1221-19-0009-W-1, July 19, 2024
PH-1221-19-0009-W-1
NP
916
https://www.mspb.gov/decisions/nonprecedential/Oakley_TravisSF-0752-22-0543-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TRAVIS OAKLEY, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-0752-22-0543-I-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Manuel Bayon , Chula Vista, California, for the appellant. Allan Robert Thorson , Chula Vista, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The agency has filed a petition for review of the initial decision, which mitigated the appellant’s removal based on the charge of Refusal to Provide Specimen for Federally Regulated Random Drug Test to a 75-day suspension. On petition for review, the agency argues, among other things, that 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 erred in concluding that the deciding official did not appropriately consider all of the relevant mitigating factors, that removal was not beyond the bounds of reasonableness, and that mitigation of the penalty in this case is not supported by precedent. 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). ORDER ¶2We ORDER the agency to cancel the removal action and substitute in its place a 75-day suspension effective July 14, 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. ¶3We 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 the2 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. ¶4We 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). ¶5No 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). ¶6For 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. If3 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 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 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.
Oakley_TravisSF-0752-22-0543-I-1__Final_Order.pdf
2024-07-19
TRAVIS OAKLEY v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-0752-22-0543-I-1, July 19, 2024
SF-0752-22-0543-I-1
NP
917
https://www.mspb.gov/decisions/nonprecedential/Fitzig_LouisDC-1221-20-0502-W-1_Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LOUIS FITZIG, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-1221-20-0502-W-1 DATE: July 19, 2024 THIS ORDER IS NONPRECEDENTIAL1 Louis Fitzig , Alexandria, Virginia, pro se. Reagan N. Clyne , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner recused himself and did not participate in the adjudication of this appeal. 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 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). the reasons discussed below, we GRANT the appellant’s petition for review, REVERSE the initial decision, FIND that the appellant has established the Board’s jurisdiction over his appeal, and REMAND this case to the Washington Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant, a GS-13 Special Agent for the Secret Service, is employed as a polygraph examiner in the Forensic Services Division. Initial Appeal File (IAF), Tab 1 at 1, Tab 5 at 5. He alleged in an Office of Special Counsel (OSC) complaint that the agency retaliated against him for his purported protected disclosures consisting of a complaint and a subsequent sworn statement to the agency’s Inspection Division that three agency officials had misused their positions to grant an unfair advantage, i.e., polygraph retesting without just cause, to the son of an agency supervisor (a legacy applicant) who failed his polygraph examination. IAF, Tab 1 at 27-28. The appellant explained that, in his experience, non-legacy applicants who failed their polygraph examination were not retested, but were instead disqualified for consideration in the employment process. Id. According to the appellant’s OSC complaint and subsequent communications with OSC, he suffered numerous personnel actions in reprisal for his disclosures. Id. at 28. Thereafter, OSC terminated its investigation into the appellant’s complaint and this IRA appeal followed. IAF, Tab 1 at 31-32. The appellant request a hearing in his Board appeal. IAF, Tab 1 at 2. The administrative judge informed the appellant of his jurisdictional burden and afforded the parties an opportunity to submit evidence and argument. IAF, Tabs 2-3. Both parties responded. IAF, Tabs 5, 7-9. In her initial decision, the administrative judge found that the appellant exhausted seven personnel actions with OSC, specifically that he was: (1) not selected for a lateral reassignment in May 2018, (2) given an oral counseling with written documentation on May 24 and June 14, 2018, for improper conduct during2 two polygraph examinations he conducted, (3) removed from a leadership training on June 4, 2018, (4) temporarily suspended from his polygraph examination duties beginning June 15, 2018, (5) issued a letter of reprimand in February 2019 for failure to follow policy, (6) given a lowered performance reviews in 2018 and 2019, and (7) subjected to ongoing marginalization and alienation. IAF, Tab 11, Initial Decision (ID) at 12. The administrative judge also found that the appellant failed to exhaust his administrative remedies before OSC as to three other alleged personnel actions, (1) a negative determination of competence to conduct polygraph exams from the National Center for Credibility Assessment (NCCA), (2) the agency’s failure to expunge a letter of reprimand from his personnel file, and (3) his continued suspension from collateral duties. ID at 16. The administrative judge then considered the appellant’s two disclosures to the agency’s Inspection Division and found that he failed to make a nonfrivolous allegation that the disclosures he identified were protected under 5 U.S.C. § 2302(b)(8). ID at 17-24; IAF, Tab 1 at 28. Thus, without holding the requested hearing, the administrative judge dismissed the appeal for lack of jurisdiction. See ID. In his petition for review, the appellant argues, among other things, that he exhausted his administrative remedies before OSC and that he had a reasonable belief that he made a protected disclosure that was a contributing factor to the agency’s purported retaliatory actions.2 Petition or Review (PFR) File, Tab 5 2 In his petition for review, the appellant argues that the administrative judge improperly issued the initial decision before the time allowed by the Board’s regulations for him to respond to the agency’s motion to dismiss for lack of jurisdiction had concluded, denying him the right to respond to additional arguments raised in the agency’s motion. Petition for Review (PFR) File, Tab 5 at 20; 5 C.F.R. § 1201.55(c). The administrative judge’s jurisdictional order provided that the deadline for the agency response on jurisdiction would be April 27, 2020, and that, unless she ordered otherwise, the record would close on that date. IAF, Tab 3 at 8. The order also provided that, under the Board’s regulations, a party is allowed to respond to new evidence and argument submitted by the other party just prior to the close of the record. 5 C.F.R. § 1201.59(c). It is not clear to what new argument the appellant intended to respond. Nevertheless, because we are remanding this appeal to the Washington3 at 7-19. The agency has filed a response to the appellant’s petition for review, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 7-8. DISCUSSION OF ARGUMENTS ON REVIEW The appellant established jurisdiction over his IRA appeal. The Board has jurisdiction over an IRA appeal if the appellant exhausts his administrative remedies before OSC and makes nonfrivolous allegations that he made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and the disclosure or protected activity was a contributing factor in the agency’s decision to take a personnel action. Linder v. Department of Justice , 122 M.S.P.R. 14, ¶ 6 (2014). A protected disclosure is one that an appellant 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 or safety. Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 5 (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 a violation of a law, rule, or regulation, or of one of the other conditions set forth in 5 U.S.C. § 2302(b)(8). Id. Once an appellant establishes jurisdiction over his IRA appeal, he is entitled to a hearing on the merits of his claim at which point he must prove his allegations by preponderant evidence. Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). Regional Office for a hearing on the merits, we need not address the appellant’s claim on review that the administrative judge erred by not affording him sufficient time to respond to the agency’s jurisdictional response. Perkins v. Department of Veterans Affairs, 98 M.S.P.R. 250, ¶ 25 n.6 (2005).4 The appellant established OSC exhaustion of two additional personnel actions which the administrative judge found that he failed to raise before OSC. In an IRA appeal, the Board may consider only matters that the appellant first raised before OSC. Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). The purpose of the requirement that an appellant exhaust his remedies with OSC prior to filing an IRA appeal with the Board 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 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. To satisfy the exhaustion requirement, the 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. 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. Mason, 116 M.S.P.R. 135, ¶ 8. To establish Board jurisdiction, the appellant must prove exhaustion with OSC by preponderant evidence, not just present nonfrivolous allegations of exhaustion. 5 C.F.R. § 1201.57(c)(1). The appellant provides copies of his November and December 2019 emails to OSC establishing exhaustion over two of the personnel actions for which, as5 noted above, the administrative judge found that he had failed to exhaust his administrative remedies. PFR File, Tab 5 at 40, 57-60; ID at 16. In his emails with OSC, the appellant asserted, among other things, that the agency failed to rescind the February 2019 letter of reprimand for failure to follow policy, and continued its suspension of his collateral duties, i.e., mentoring and quality control review. PFR File, Tab 5 at 57-59. Because the record therefore shows that the appellant raised these two personnel actions with OSC, we find that the appellant established that he exhausted his administrative remedies before OSC regarding these two matters, in addition to the seven personnel actions identified above. PFR File, at 5 at 57-59; ID at 12, 16. As noted previously, before the administrative judge the appellant raised as a personnel action a claim that the NCCA issued him a negative determination of competence. IAF, Tab 5 at 8-9; ID at 16. The appellant has not shown that this matter was not raised in his OSC complaint or in his subsequent emails with OSC. IAF, Tab 1 at 16-31, PFR File, Tab 5 at 57-59. Because the appellant failed to show that he raised the issue before OSC, the administrative judge correctly found that the appellant failed to establish OSC exhaustion over the claimed personnel action. ID at 16; Mason, 116 M.S.P.R. 135, ¶ 8. The appellant made a nonfrivolous allegation that he made a protected disclosure. Concerning whether he made a nonfrivolous allegation of a protected disclosure, the appellant challenges the administrative judge’s finding that his belief that a retest had been ordered for the legacy applicant was based on speculation, and that he could have readily ascertained that no retest had been sought for the legacy applicant. PFR File, Tab 5 at 41; ID at 19. The appellant maintains that he had a reasonable belief that a retest was ordered for the legacy applicant based on the statements of his colleague, both written and oral, and his observation of a conversation between the colleague and one of the agency6 officials he accuses of retaliation, that a retest had been ordered. PFR File, Tab 5 at 41; IAF, Tab 9 at 116-17. As noted above, the appellant asserted in his OSC complaint that he submitted a complaint and a sworn statement to the agency Inspection Division that certain agency officials had misused their positions to grant an unfair advantage, i.e., polygraph retesting without just cause, to a legacy job applicant who had failed his polygraph examination. IAF, Tab 1 at 27, Tab 5 at 14-15. He submitted a sworn statement to that effect, averring therein that another agent told him that one of the agency officials had asked the agent if he was available to retest the legacy applicant. IAF, Tab 5 at 17. Nevertheless, in the initial decision, the administrative judge determined that the appellant did not have a reasonable belief that he had disclosed an abuse of authority. ID at 18-23. She found that the agency’s evidence demonstrated that the appellant’s belief was unreasonable because, among other things, it was a readily ascertainable fact that no retest had been sought. ID at 20. In that regard, the administrative judge remarked that, if the appellant had just asked one of the agency officials he had accused of improperly seeking the retest, he could have cleared up the misunderstanding and resolved the issue without further escalation. Id. The administrative judge reviewed the appellant’s contentions, but ultimately determined that the appellant’s evidence and argument failed to controvert the agency’s “arguments, explanations, and evidence in support of its position that the appellant did not have a reasonable belief that his disclosure evidenced a violation of Title 5 of the United States Code, section 2302(b)(8).” ID at 24. Thus, “[h]aving carefully considered the parties’ evidence and argument,” she found that the appellant did not have a “reasonable belief” that his disclosure evidenced a violation of 5 U.S.C. § 2302(b)(8), and dismissed the appeal for lack of jurisdiction. Id. As explained below, the administrative judge should not have credited the agency’s evidence in determining whether the appellant made a nonfrivolous7 allegation of jurisdiction sufficient to warrant a hearing on his IRA appeal. After the issuance of the initial decision in this appeal, the U.S. Court of Appeals for the Federal Circuit held in Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020), that: [W]hen evaluating the Board’s jurisdiction over a whistleblower action, the question of whether the appellant has non-frivolously alleged protected disclosures that contributed to a personnel action must be determined based on whether the 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 categories or whether the disclosures were a contributing factor to an adverse personnel action. The initial decision reflects that the administrative judge credited the agency’s interpretation of the evidence in finding that the appellant failed to make a nonfrivolous allegation that he made a protected disclosure. ID at 24. At this stage of an IRA appeal, however, the appellant need only make an allegation that, if true, makes out a prima facie case of whistleblowing that is plausible on its face. Hessami, 979 F.3d at 1369; Linder, 122 M.S.P.R. 14, ¶ 6. The appellant does not bear the burden of controverting the agency’s evidence as to whether he had a reasonable belief that he made a protected disclosure and the administrative judge erred by requiring him to do so. Hessami, 979 F.3d at 1369. Thus, the administrative judge erred in denying jurisdiction based on her consideration of the agency’s arguments regarding the proper interpretation of the evidence. Id. at 1371. Furthermore, we find that the appellant’s allegations are sufficient to constitute a nonfrivolous allegation that he made a protected disclosure. 8 The appellant made a nonfrivolous allegation that his disclosure was a contributing factor in a personnel action. 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 or the content of the protected disclosure was one factor that tended to affect the personnel action in any way. E.g., Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 13 (2016). One way to establish this criterion 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 record shows that the appellant first contacted the Inspection Division on March 23, 2018. IAF, Tab 5 at 14-15. The first of the alleged personnel actions that the appellant claimed the agency took in retaliation was his May 2018 nonselection, closely followed by several other actions, and continuing until his March 2019 email contact with OSC. ID at 12; PFR File, Tab 5 at 56-59. As for the knowledge component of the test, the appellant argued below, and alleged in his OSC complaint, that the agency’s Inspections Division notified his chain of command of his complaint, and took statements concerning his allegations. IAF, Tab 5 at 7, 9, 19, 26. Given the appellant’s claim that his chain of command was aware of his complaint as of March 2018, and his contention that all of the actions that the agency took in reprisal occurred in 2018 or 2019, we find that under the knowledge/timing test, the appellant has made a nonfrivolous allegation that his March 2018 disclosures were a contributing factor in the personnel actions he has alleged subsequently occurred in 2018 and 2019. See Mastrullo v. Department of Labor , 123 M.S.P.R. 110, ¶ 21 (2015) (finding that a personnel9 action taken within approximately 1 to 2 years of the appellant’s disclosures satisfies the knowledge/timing test). As set forth above, we find that the appellant established that he exhausted his administrative remedies as to nine alleged personnel actions, i.e., that the agency: (1) did not select him for a lateral reassignment in May 2018, (2) gave him an oral counseling with written documentation on May 24 and June 14, 2018 for improper conduct during two polygraph examinations he conducted, (3) removed him from a leadership training on June 4, 2018, (4) temporarily suspended him from his polygraph examination duties beginning June 15, 2018, (5) issued him a letter of reprimand in February 2019 for failure to follow policy, (6) lowered his performance reviews in 2018 and 2019, (7) subjected him to ongoing marginalization and alienation, (8) failed to rescind the February 2019 Letter of Reprimand for failure to follow policy, and (9) continued its suspension of his secondary collateral duties. We also find that he made a nonfrivolous allegation that he made a protected disclosure that was a contributing factor in those personnel actions. Accordingly, we find that the appellant has established jurisdiction over his IRA appeal and is entitled to a hearing on the merits. Hessami, 979 F.3d at 1369; Herman v. Department of Justice , 115 M.S.P.R. 386, ¶¶ 6-8 (2011). On remand, the administrative judge shall afford the appellant an opportunity to prove by preponderant evidence that his March 2018 disclosures were protected and that they were a contributing factor in the nine personnel actions he exhausted before OSC. See, e.g., Runstrom v. Department of Veterans Affairs, 123 M.S.P.R. 169, ¶ 12 (2016). If the administrative judge finds that the appellant proved his case in chief, she must determine whether the agency has proved by clear and convincing evidence that it would have taken these same personnel actions even in the absence of the appellant’s disclosures. See id. 10 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.11
Fitzig_LouisDC-1221-20-0502-W-1_Remand_Order.pdf
2024-07-19
LOUIS FITZIG v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DC-1221-20-0502-W-1, July 19, 2024
DC-1221-20-0502-W-1
NP
918
https://www.mspb.gov/decisions/nonprecedential/Ragland_VeronicaDC-1221-22-0243-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD VERONICA RAGLAND, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER DC-1221-22-0243-W-1 DATE: July 19, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Veronica Ragland , Phoenix, Arizona, pro se. Suzanne Nicole Nardone , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied the appellant’s request for corrective action in this individual right of action appeal. On petition for review, the appellant argues that the agency failed to rebut her prima facie case of reprisal for her protected disclosures about 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). budgetary matters. Petition for Review (PFR) File, Tab 1. She argues that the evidence in support of her June 2021 performance overview and September 2021 probationary termination is weak, id. at 10-14, 16-23, and the motive to retaliate on the part of relevant officials was strong, id. at 7-10, 15, 23-26. The appellant also suggests that the agency may have had relevant evidence about potential comparators that the agency simply failed to produce.2 Id. at 15-16, 26. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to find that the appellant did not prove that an alleged disclosure about reimbursement for Government Accounting Office (GAO) engagements was protected, we AFFIRM the initial decision. 2 Even if the lack of comparator evidence caused the third factor of the clear and convincing analysis to weigh slightly against the agency, we believe that the strength of the agency’s reasons for taking the action and the slight motive to retaliate still support a finding that the agency proved by clear and convincing evidence that it would have taken the same personnel actions absent the appellant’s protected disclosures. See Miller v. Department  of Justice, 842 F.3d 1252, 1262 (Fed. Cir. 2016) (finding that while the absence of evidence on the third factor may remove it from the analysis, its absence may also “cut slightly against” the agency); see also Rickel v. Department  of the Navy, 31 F.4th 1358, 1364-65 (Fed. Cir. 2022) (noting that the absence of evidence on the third factor “will not necessarily” prevent the agency from meeting its burden). 2 The administrative judge substantively addressed, on the merits, the appellant’s allegations of reprisal for one alleged disclosure about the possible misdirection of funds allocated for Federal Parent Locator Service (FPLS) to other agency priorities and another alleged disclosure about the agency preventing some states and localities from claiming federal financial participation of FPLS fees. Initial Appeal File (IAF), Tab 32, Initial Decision (ID) at 8-39. She found that the appellant proved that those disclosures were protected based on the appellant’s reasonable belief that she was revealing the kinds of wrongdoing covered under the whistleblower protection statutes. ID at 12-20. The administrative judge also found that the agency established that these protected disclosures were a contributing factor in the appellant’s June 2021 performance overview and her September 2021 probationary termination. ID at 20-21. But the administrative judge denied corrective action after finding that the agency proved that it would have taken the same personnel actions in the absence of the aforementioned disclosures. ID at 21-39. Separately, the administrative judge indicated that the appellant seemed to abandon a third disclosure about the agency failing to obtain reimbursement for GAO engagements, which was mentioned in an initial pleading. ID at 12; IAF, Tab 1 at 22, 26. Nothing in the appellant’s petition for review suggests otherwise. PFR File, Tab 1. We nevertheless modify the initial decision to find that, even if the appellant did not abandon the disclosure, the appellant failed to meet her burden of proving that it was a separate protected disclosure. A protected disclosure is a disclosure that an appellant reasonably believes evidences a violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. Turner v. Department  of Agriculture, 2023 MSPB 25, ¶ 14. A close-out letter from the Office of Special Counsel (OSC), which first investigated the appellant’s claims of whistleblower reprisal, described the alleged disclosure at issue as one revealing that the agency had failed to collect3 and seek reimbursement for GAO engagements. IAF, Tab 1 at 26. We found what seem to be some corresponding references in the appellant’s initial complaint to OSC. Id. at 22. However, the appellant has not directed us to any further argument or evidence to prove that she made this disclosure or prove that it is protected under the whistleblower statute. We nevertheless reviewed the appellant’s various pleadings and found numerous instances of the appellant indicating that she complained to GAO but no further mention of her making protected disclosures about reimbursements for GAO engagements. IAF, Tabs 4, 6, 26. We recognize, as the administrative judge did, that each of the appellant’s alleged disclosures generally involve budget and funding issues made over the same period. ID at 12. But it was the appellant’s burden of proving by preponderant evidence that she made protected disclosures. In the absence of further argument and reference to specific evidence, we find that the appellant has not proven, by preponderant evidence, that she made an additional protected disclosure about reimbursements for GAO engagements, separate from her other protected disclosures. We modify the initial decision accordingly. Regardless of her intent to pursue or abandon this disclosure, the appellant did not prove that it was protected. NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Boards final decision in this matter. 5 C.F.R. &sect 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at5 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection  Board, 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case,6 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195,7 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 132 Stat. 1510. 8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Ragland_VeronicaDC-1221-22-0243-W-1__Final_Order.pdf
2024-07-19
VERONICA RAGLAND v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. DC-1221-22-0243-W-1, July 19, 2024
DC-1221-22-0243-W-1
NP
919
https://www.mspb.gov/decisions/nonprecedential/Alguard_WendySF-1221-20-0275-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD WENDY ALGUARD, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER SF-1221-20-0275-W-1 DATE: July 18, 2024 THIS ORDER IS NONPRECEDENTIAL1 Wendy Alguard , Yakima, Washington, pro se. Lori A. Ittner , Washington, D.C., for the agency. Sandy S. Francois , Kenner, Louisiana, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). REVERSE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. DISCUSSION OF ARGUMENTS ON REVIEW On February 21, 2020, the appellant filed three separate appeals with the Board, including the instant appeal. Initial Appeal File (IAF), Tab 1; Alguard v. Department of Agriculture , MSPB Docket No. SF-20-0752-0274-I-1, Initial Appeal File (0274 IAF), Tab 1; Alguard v. Department of Agriculture , MSPB Docket No. SF-20-1221-0270-W-1, Initial Appeal File (0270 IAF), Tab 1.2 Here, the appellant alleged that, in 2016, the agency failed to select her for a position for which she had applied because she had filed a “complaint regarding reprocessing of moldy applesauce at a company where [she] was assigned.” IAF, Tab 9 at 5. With her initial appeal form, the appellant provided two letters from the Office of Special Counsel (OSC) dated December 19, 2019, and February 20, 2020. IAF, Tab 1 at 7-9. The letters indicated that, in 2016, the appellant had filed an OSC complaint involving, among other things, her disclosure of “potentially deadly (moldy) applesauce” and her 2016 nonselection. Id. at 7. OSC indicated that it was closing its investigation into her allegations, and it provided the appellant with her Board appeal rights. Id. at 8-9. To establish jurisdiction in a typical IRA appeal under the Whistleblower Protection Enhancement Act of 2012 (WPEA),3 an appellant must show by 2 In her other Board appeals, the appellant (1) challenged her 2011 removal from the agency, 0274 IAF, Tab 1 at 3, 5, 7, Tab 7 at 5, and (2) alleged that the agency had retaliated against her for filing complaints with the agency’s Office of the Inspector General, 0270 IAF, Tab 1 at 3, 5. The former appeal was dismissed on the basis of res judicata, 0274 IAF, Tab 21, Initial Decision at 1-2, 4 (Apr. 13, 2020), and the latter appeal is currently pending in the Western Regional Office. 3 Pursuant to the WPEA, effective December 27, 2012, Congress expanded the grounds on which an appellant may file an IRA appeal with the Board. Rebstock Consolidation v. Department of Homeland Security , 122 M.S.P.R. 661, ¶ 5 (2015). Under the WPEA, the date of the purported retaliation, and not the disclosure, is dispositive in determining whether pre-WPEA or post -WPEA standards apply. See Hooker v. Department of Veterans Affairs , 120 M.S.P.R. 629, ¶¶ 13, 15 (2014). Here, because the alleged retaliation occurred in 2016, after the effective date of the WPEA, the WPEA2 preponderant evidence4 that she exhausted her remedies before OSC and make nonfrivolous allegations of the following: (1) she 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, 1367 (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 . Drake v. Agency for International Development, 103 M.S.P.R. 524, ¶ 11 (2006). Here, in the initial decision, the administrative judge found that the appellant had made a nonfrivolous allegation that, in 2011, she made a protected disclosure described under 5 U.S.C. § 2302(b)(8)(A). IAF, Tab 16, Initial Decision (ID) at 5. She also found that the appellant had made a nonfrivolous allegation of a personnel action under 5 U.S.C. § 2302(a), i.e., that, in 2016, the agency had failed to select her for a position for which she had applied. ID at 5-6. The administrative judge also concluded that the appellant had exhausted her administrative remedies before OSC regarding these claims. Id. She found, applies to this appeal. The relevant holdings of the pre-WPEA case law that we have cited herein have not been affected by the WPEA. 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).3 however, that the appellant had failed to establish Board jurisdiction because she had failed to make a nonfrivolous allegation that her protected disclosure had contributed to her nonselection. ID at 5-7. In so finding, the administrative judge reasoned that, although the record showed that the selecting official was aware of the appellant’s protected disclosure, because the appellant’s nonselection had occurred 5 years after the same, the appellant had failed to satisfy the knowledge/timing test. ID at 6-7. The administrative judge also implicitly concluded that the appellant’s nonselection was precipitated by factors other than her disclosure insofar as she stated that the agency’s documentary evidence evinced that the appellant “was on the non -competitive certificate, while the selectee was on the competitive certificate for current employees,” ID at 7, and that the appellant had been “positively recognized for making the disclosure,” ID at 7 n.6. For the following reasons, we find that the administrative judge erroneously applied the nonfrivolous allegation standard regarding the contributing factor criterion, we find jurisdiction, and we remand the appeal for adjudication of the merits. To satisfy the contributing factor criterion at the jurisdictional stage of an IRA appeal, an appellant only need raise a nonfrivolous allegation that the fact or the content of the protected disclosure was one factor that tended to affect the personnel action in any way. Bradley v. Department of Homeland Security , 123 M.S.P.R. 547, ¶ 13 (2016). Although one way to satisfy this criterion is the knowledge/timing test, see generally 5 U.S.C. § 1221(e); Mastrullo v. Department of Labor, 123 M.S.P.R. 110, ¶¶ 18, 21 (2015), the Board has found that, if an appellant fails to satisfy this test, it shall consider other evidence, such as the strength or weakness of the agency’s reasons for taking the personnel action, whether the whistleblowing was personally directed at the individuals taking the personnel action, and whether these individuals had a desire or motive to retaliate4 against the appellant, e.g., Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 15 (2012). Here, the appellant alleged that the agency failed to select her because of a “complaint regarding reprocessing of moldy applesauce at a company where [she] was assigned.” IAF, Tab 9 at 5. She also alleged that “[t]he [a]gency did not follow proper procedure and report the potentially deadly applesauce to the Food and Drug Administration.” Id. We considered these allegations in conjunction with the appellant’s filings in her other Board appeals filed on February 21, 2020, and, in so doing, we find that she satisfied the contributing factor jurisdictional criterion. See Hessami, 979 F.3d at 1369 n.5 (explaining that, 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). In a simultaneously filed Board appeal, the appellant averred that, while working for the agency in 2011, she reported to the U.S. Food and Drug Administration (FDA) the unsafe and unlawful actions of a private company involving the reprocessing of moldy applesauce, which prompted the FDA to take immediate action against the company. 0274 IAF, Tab 1 at 5. She explained that she had previously alerted her supervisor to these safety issues “from 2009 through early 2011” but that neither he nor agency management had taken any action to protect the safety of the public. Id. The appellant explained that her disclosure had resulted in the cancellation of a lucrative contract for the agency. Id. Here, the appellant alleged that her supervisor in 2011 was the same agency official that failed to select her in 2016. IAF, Tab 1 at 5. Thus, the appellant has made a nonfrivolous allegation that her former supervisor, the selecting official, harbored a retaliatory motive against her because of her disclosure. See Powers v. Department of the Navy , 69 M.S.P.R. 150, 156 (1995) (stating that, if an appellant fails to satisfy the knowledge/timing test, the Board shall, consistent with the intent of Congress, consider evidence5 such as whether the individuals that took the personnel action harbored retaliatory motive). Moreover, she has made a nonfrivolous allegation that the agency may have been motivated to retaliate against her insofar as her disclosure allegedly resulted in a loss of agency revenue. See Dorney, 117 M.S.P.R. 480, ¶¶ 11-12 (explaining that, insofar as the party before the Board is the agency, not its individual officials, a lack of actual knowledge by a single official is not dispositive). To the extent the administrative judge relied on the agency’s characterization of its documentary evidence to find that the appellant’s nonselection was precipitated by factors other than her disclosure, ID at 7 & n.6, her finding was erroneous, see Hessami, 979 F.3d at 1369 (cautioning that the Board many not deny the appellant a right to a hearing by “crediting the agency’s interpretation of the evidence as to . . . whether the disclosures were a contributing factor to an adverse personnel action”). Accordingly, we find that the appellant made a nonfrivolous allegation that her protected disclosure contributed to her nonselection and, therefore, is entitled to her requested hearing and a decision on the merits of her appeal. IAF, Tab 9 at 5; 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 this appeal. 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.7
Alguard_WendySF-1221-20-0275-W-1__Remand_Order.pdf
2024-07-18
WENDY ALGUARD v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. SF-1221-20-0275-W-1, July 18, 2024
SF-1221-20-0275-W-1
NP
920
https://www.mspb.gov/decisions/nonprecedential/Aga_Sori_A_DC-0432-23-0111-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SORI ASSEFA AGA, Appellant, v. DEPARTMENT OF COMMERCE, Agency.DOCKET NUMBER DC-0432-23-0111-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Sori Assefa Aga , Baltimore, Maryland, pro se. Josh Hildreth , Esquire, Alexandria, Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which sustained his removal for unacceptable performance under chapter 43. On petition for review, the appellant argues, among other things, that his removal was the result of equal employment opportunity retaliation, and the administrative judge limited his access to data that would have established pretext 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). discriminatory motive.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). ¶2The appellant states that the administrative judge limited his access to the “data” because his request was untimely, which was caused by his unfamiliarity with Board procedures. Petition for Review (PFR) File, Tab 1 at 3, Tab 2 at 6. Administrative judges have broad discretion in ruling on discovery matters, and, absent a showing of abuse of discretion, the Board will not find reversible error. 5 C.F.R. § 1201.41(b)(4); see Lee v. Environmental Protection Agency , 115 M.S.P.R. 533, ¶ 7 (2010). We find no reversible error here. As the appellant admits, his request was untimely, and he has presented no compelling reason for 2 The deadline for the appellant to file a petition for review of the initial decision was May 2, 2023. Initial Appeal File, Tab 25, Initial Decision at 19. The appellant filed a petition for review on May 2, 2023, and then, on May 3, 2023, at approximately 1:30 a.m. Eastern Time, the appellant filed a Supplement to his Petition for Review. Petition for Review (PFR) File, Tabs 1-2. The appellant later filed a Motion to Waive the Time Limit for the supplemental filing, explaining that, while filing his petition for review, he experienced technical difficulties with e-Appeal. PFR File, Tab 4 at 4. Because the appellant has provided an explanation for the minimal delay, and the appellant’s supplemental filing merely expounds on the arguments he made in his timely filed petition for review, we have considered the appellant’s supplemental filing. PFR File, Tab 2.2 his delay in requesting the data. PFR File, Tab 1 at 3, Tab 2 at 6. Furthermore, the appellant has not explained with specificity the data that he requested, or how this data would have impacted the outcome of this matter. PFR File, Tab 1 at 3, Tab 2 at 4-7. Therefore, we find that there is no evidence that the administrative judge abused his discretion. 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
Aga_Sori_A_DC-0432-23-0111-I-1__Final_Order.pdf
2024-07-18
SORI ASSEFA AGA v. DEPARTMENT OF COMMERCE, MSPB Docket No. DC-0432-23-0111-I-1, July 18, 2024
DC-0432-23-0111-I-1
NP
921
https://www.mspb.gov/decisions/nonprecedential/Guzman_JorgeSF-0752-15-0170-X-1_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JORGE GUZMAN, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-0752-15-0170-X-1 DATE: July 18, 2024 THIS ORDER IS NONPRECEDENTIAL1 James P Walsh , Long Beach, California, for the appellant. Thomas Schramm , Detroit, Michigan, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kener, Member ORDER ¶1On January 6, 2023, the Board issued an Order denying the agency’s petition for review of the administrative judge’s August 3, 2018 compliance initial decision. Guzman v. Department of Homeland Security , MSPB Docket No. SF-0752-15-0170-C-1, Order (January 6, 2023); Guzman v. Department 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). Homeland Security , MSPB Docket No. SF-0752-15-0170-C-1, Compliance File (CF), Tab 21, Compliance Initial Decision (CID). On August 16, 2023, the Clerk of the Board issued an order requesting that the agency submit additional evidence and explanation regarding certain questions. Guzman v. Department of Homeland Security , MSPB Docket No. SF-0752-15-0170-X-1, Compliance Referral File (CRF), Tab 6. In addition, on March 15, 2024, the appellant filed a Motion to Hold Agency in Contempt and for Show Cause Order. CRF, Tab 13. For the reasons set forth below, we deny the appellant’s motion, find the agency partially compliant, but require additional information from the agency on several issues to determine whether it has met its remaining compliance obligations. BACKGROUND ¶2On September 29, 2017, the administrative judge issued an initial decision granting the appellant’s request for corrective action, ordering the agency to reverse the appellant’s removal, retroactively restore him to duty, pay the appellant the appropriate amount of back pay, with interest, and adjust benefits with appropriate credits and deductions. Guzman v. Department of Homeland Security, MSPB Docket No. SF-0752-15-0170-I-2, Initial Decision (September 29, 2017). Neither party filed a petition for review, and the initial decision became the final decision of the Board. ¶3On December 13, 2017, the appellant filed a petition for enforcement, alleging that he had neither been reinstated to duty nor received his backpay but, instead, had received an email from the agency stating that he must be mandatorily retired due to his age as of November 21, 2014. CF, Tab 1 at 4-5. On August 3, 2018, the administrative judge issued a compliance initial decision granting the petition for enforcement and ordering the agency to restore the appellant to duty, provide him notice of mandatory retirement, calculate the appropriate back pay with interest, and comply with all other aspects of the September 29, 2017 Order. CID at 8. 2 ¶4The agency timely filed a petition for review of the compliance initial decision on October 9, 2018. Compliance Petition for Review (CPFR) File, Tab 5. On January 6, 2023, the Board issued an Order denying the agency’s petition for review, affirmed the compliance initial decision, and modified the compliance initial decision to set forth additional precedent and clarify the agency’s obligation to provide the appellant with status quo ante relief. CPFR, Tab 10 at 2. Specifically, the Board directed the agency to take the following actions: (1) cancel the November 21, 2014 retirement; (2) provide the appellant with the appropriate amount of back pay, with interest, and adjust his benefits with appropriate credits and deductions, for the back pay period of November 21, 2014, through July 31, 2019; and (3) process his mandatory retirement, effective July 31, 2019. Id. at 10. ¶5On June 26, 2023, the agency submitted a “Narrative Statement of Compliance” with the Board’s January 6, 2023 Order. CRF, Tab 4. The appellant responded on July 16, 2023, challenging the agency’s assertions of compliance on multiple grounds. CRF, Tab 5. ¶6On August 16, 2023, the Office of the Clerk of the Board issued an order directing the agency to submit additional evidence addressing: (1) Whether the agency utilized the correct pay scale in calculating back pay; (2) Whether the agency utilized the correct interest calculations under the Back Pay Act. The agency’s response must contain pay period- by-pay period printouts showing the interest rate applied and the compounded interest accrual; (3) Whether the agency previously paid the appellant a lump sum for annual leave at the time he was originally removed, and how this sum was calculated; 3 (4) Whether, if the agency previously paid out the appellant’s annual leave in a lump sum, the agency erroneously deducted that amount a second time as part of the current back pay calculations; (5) Whether the current back pay calculations include payment for the annual leave the appellant would have accrued during the back pay period, and how this amount was calculated; (6) Whether and how the sick leave the appellant would have accrued during the back pay period has been calculated and accounted for, including whether it was or should have been reported to the Office of Personnel Management (OPM) as a potential factor adjusting the appellant’s annuity; (7) Whether the agency made its Thrift Savings Plan (TSP) basic and matching contributions to the TSP Fund, and how such amounts were calculated, see, e.g., 5 C.F.R. §§ 550.805(h), 1605.13; (8) Whether the agency provided to the TSP Fund amounts the appellant designated as retirement withholding, and how such amounts were calculated, see, e.g., 5 C.F.R. §§ 550.805(h), 1605.13; (9) Whether the TSP Fund received the amounts discussed in (7) and (8) and certified that it applied appropriate breakage; (10) Whether the appellant is entitled to any retirement contributions separate from TSP, and how those contributions were calculated and accounted for; (11) A detailed accounting of how Healthcare Insurance Tax or Medicare Tax was calculated; (12) A detailed accounting of the calculations for Federal and state income tax withheld; and (13) Whether the appellant’s revised retirement date, salary information, sick leave accrued during the back pay period, and any other4 pertinent information have been reported to OPM so as to effect any required adjustments to his annuity. CRF, Tab 6 at 2-3. ¶7Following this Order, both parties filed submissions. CRF, Tabs 9, 12, 13. On March 15, 2024, the appellant filed a motion to show cause and hold the agency in contempt, contending that the agency had intentionally violated the Board’s Orders and improperly issued back pay to the appellant “prior to any decision by the Board.” CRF, Tab 13 at 15-20. The agency filed a response to the motion on April 3, 2024, and the appellant filed a reply on April 15, 2024. For the reasons set forth below, we find the agency in partial compliance with the September 29, 2017 decision and deny the appellant’s motion for an order to show cause. ANALYSIS ¶8When the Board finds a personnel action unwarranted or not sustainable, it orders that the appellant be placed, as nearly as possible, in the situation he 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 of proving 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). Backpay Calculation ¶9The August 16, 2023 Order directed the agency to submit evidence regarding whether it used the correct pay scales to calculate the appellant’s back pay. CRF, Tab 6 at 2. The agency asserts that it used the correct pay scales for5 Law Enforcement Officers using the Locality Pay Tables available on the OPM website. CRF, Tab 9 at 6-7, 17. In Exhibit C to the Narrative Response, the agency provided a table breaking down the appellant’s wages by pay period to arrive at a gross backpay amount of $759,010. Id. at 34-44. ¶10In his response, the appellant does not contest that the agency used the correct pay scales. CRF, Tab 12 at 36-37, 42. However, the appellant contends that the correct amount of back pay wages due is $760,264.28. Id. at 37. He asserts that the agency wrongly calculated the wages for 2014 “due to LEAP [Law Enforcement Availability Pay] wages deducted from the biweekly pay cap,” which resulted in an overall deficit of $752.80. Id. at 42; see also CRF, Tab 9 at 34. The agency has not addressed this contention. Accordingly, the agency must explain why the LEAP wages of $752.80 were deducted from the 2014 back pay. “Gross-up” ¶11The appellant also argues that he is entitled to a “gross-up,” or “tax consequences adjustment,” of $979,500.67 for federal taxes and $189,644.97 for state taxes. CRF, Tab 12 at 46. However, the Board does not have the authority to award the appellant compensation for any increase in his tax liability. See Holtgrewe v. Federal Deposit Insurance Corporation , 65 M.S.P.R. 137, 140 (1994) (citing Harris v. Department of Agriculture , 53 M.S.P.R 78, 82 (1992), aff’d, 988 F.2d 130 (Fed. Cir. 1993) (Table) (Board lacks the authority to order any remedy for the tax consequences of a back pay award)). Accordingly, we reject this claim of noncompliance and find that the agency is not required (or permitted) to adjust the back pay amount to relieve the appellant of his tax burden. Interest Calculation ¶12The August 16, 2023 Order directed the agency to provide evidence that it used the correct interest rates to calculate the amount of back pay interest. CRF, Tab 6 at 2. The agency states that it used the OPM Interest Back Pay Calculator to6 validate the amount of interest calculated. CRF, Tab 9 at 7-8, 17-18. The agency also produced a Back Pay Computation Summary Report, detailing the amount of interest accrued per pay period.2 Id. at 47-66. ¶13The appellant asserts that, rather than calculating interest on the appellant’s back pay wages alone, the agency should have aggregated interest based on other benefits, such as his lump-sum payment for unused annual leave and retirement benefits, in addition to his wages. CRF, Tab 12 at 26-27. The appellant also argues that the agency should have added a 3% penalty to the interest rate used in the OPM Interest Back Pay calculator. Id. at 26. ¶14With respect to the appellant’s first argument, the Back Pay Act and its implementing regulations specify that interest is to be paid on back pay but not on lump-sum payments for annual leave or retirement payments. 5 U.S.C. § 5596(b) (2)(A) (interest is available for back pay but not for lump-sum annual leave payments); 5 C.F.R. § 550.803 (defining “pay, allowances, and differentials” to include “pay, leave, and other monetary employment benefits” and excluding lump-sum payments for annual leave and retirement benefits); see also Davis v. Department of the Interior , MSPB Docket No. AT-0752-09-0860-C-2, Order at 3 (Feb. 28, 2024) (finding the agency properly did not pay interest on a lump sum annual leave payment). Accordingly, the agency did not err in computing interest on the appellant’s back pay wages alone. ¶15Moreover, we do not agree that the agency must add an additional 3% penalty to the interest rates it used. The Back Pay Act provides for interest to be paid at the overpayment rate in the Internal Revenue Code, 26 U.S.C. § 6621(a) (1).3 5 U.S.C. § 5596(b)(2)(B). A comparison of the overpayment rates 2 The agency asserted that the National Financial Center (NFC) performed the actual calculations of the amount of interest due the appellant, but the agency was able to confirm the amount was correct by generating its own back pay summary report. Id. at 5, 18. 3 The overpayment rate consists of the Federal short-term rate plus three percentage points. 26 U.S.C. § 6621(a)(1). 7 published by the Internal Revenue Service (as well as by OPM) and the rates used in the agency’s Back Pay Computation Summary Report shows that the agency used the correct interest rates. Thus, we find that the agency used the correct method for calculating interest, but we cannot determine the correct interest amount until we have determined the outcome of the appellant’s challenge to the back pay calculation (supra). Annual Leave and LEAP Payment ¶16The August 16, 2023 Order directed the agency to determine whether it had previously paid the appellant a lump sum for unused annual leave at the time of his original removal, whether it had erroneously deducted that amount a second time from his back pay, and whether it had paid the appellant a lump sum for unused annual leave during the back pay period. CRF, Tab 6 at 2. The agency responds that it paid the appellant a lump sum of annual leave and LEAP at the time of his separation on November 21, 2014, which consisted of $15,733.52 for 209 hours of annual leave and $922.18 for 49 hours of LEAP. CRF, Tab 9 at 9. The agency then deducted that amount once from the appellant’s back pay calculations, in accordance with 5 C.F.R. § 550.805(e)(iv). Id. at 9-10. The agency also submitted evidence that it had calculated that the appellant would have accrued 976 hours of annual leave during the back pay period, in addition to the 209 hours from the previous annual leave amount, for a total of 1185 hours of leave (a payment of $95,167.60) and 65 hours of LEAP (a payment of $1,227.60), resulting in a gross lump payment of $96,395.20. Id. at 10-11. The agency asserts that the lump sum payment “extends into 2020 and is subject to the 2020 annual pay adjustment for the Los Angeles locale.” Id. at 10-11, 20. ¶17The appellant agreed that he had accumulated 1185 hours of annual leave but disagreed that he should have been paid at a 2020 rate for part of the lump sum payment and contended that the agency made a similar error in calculating the LEAP payment. CRF, Tab 12 at 22-23. Accordingly, the appellant calculated that he was owed $94,539 as an annual leave lump-sum payment. Id. Similarly,8 the appellant contended that he was not due a 2020 LEAP payment of $1,227.60. Id. Because the appellant contends that the agency owed him less than it paid him, any error by the agency is in the appellant’s favor. Accordingly, we find the agency in compliance on this point. Sick Leave ¶18The August 16, 2023 Order directed the agency to determine whether the sick leave the appellant would have accrued during the back pay period had been calculated and accounted for, including whether it had been reported to OPM as a potential factor adjusting the appellant’s annuity. CRF, Tab 6 at 3. The agency responds that sick leave is not paid as a lump sum but would be provided to OPM to determine whether it would affect his annuity. CRF, Tab 9 at 11. ¶19The appellant asserts that he is entitled to, and should receive interest on, a lump-sum payment of unused sick leave. CRF, Tab 12 at 23-24. However, there is nothing in the Back Pay Act that authorizes lump-sum payments for sick leave. DeOcampo v. Department of Army , 551 Fed. App’x. 1000, 1003 (Fed. Cir. 2014) (Table) (finding that the Back Pay Act does not authorize lump-sum payments for sick leave). Accordingly, the appellant is not entitled to a lump-sum payment for unused sick leave. However, the agency must provide evidence that it submitted the appellant’s sick leave calculation to OPM, as it stated it would do. Health Insurance Benefits ¶20The appellant contends that to restore him to the status quo ante, he is due the health insurance premiums that the agency would have paid him had he remained employed. RCF, Tab 12 at 24. The Back Pay Act does not authorize the payment of retroactive health benefit premiums unless the appellant elects to retroactively reinstate health care coverage, in which case the appellant’s premiums will be deducted from his back pay. 5 C.F.R. § 550.805(e)(3)(iii); see also Sowa v. Department of Veterans Affairs , 100 M.S.P.R. 5, ¶¶ 6-7 (2005) (determining the appellant could not receive reimbursement for healthcare9 premiums under the Back Pay Act.). The appellant does not state that he has elected to retroactively reinstate his health care coverage. Accordingly, we find the agency in compliance on this point. Thrift Savings Plan ¶21The Board’s Order directed the agency to explain whether it had made its TSP basic and matching contributions to the TSP Fund and how such amounts were calculated, whether the agency had provided the appellant’s retirement withholdings to the TSP and how such amounts were calculated, and whether the TSP Fund had received these amounts and certified that it applied appropriate breakage. CRF, Tab 6 at 3. ¶22The agency reported that the National Finance Center (NFC) had calculated TSP contributions and had determined that there had previously been an error. RCF, Tab 9 at 11. The NFC then recalculated the appellant’s TSP contributions and provided a TSP Fund Report, detailing contributions and breakage. Id. at 12, 22, 97-104. The TSP Fund Report appears to state that the employee contribution equaled $45,168.68, the agency’s automatic contribution equaled $9,868.73, and the matching contribution equaled $39,477.58, for a total of $94,514.99. Id. at 97. Notably, the agency’s back pay summary states that the appellant’s TSP contribution was $37,950.52. Id. at 71. ¶23The appellant calculated that the appellant’s contribution would be $37,988.14, and the agency’s matching benefit equaled $37,988.14, for a total of $75,976.28. Tab 12 at 46-47, 65. The appellant also noted that the agency had listed three different amounts for the calculated wages for retirement. Id. at 48; see also CRF, Tab 9 at 23, 44, 71. The appellant also states that the appellant wishes to restore his $227,969 in TSP withdrawals made during separation under 5 C.F.R. § 1605.13(d). CRF, Tab 12 at 48. The agency must address the appellant’s calculations, explain why its evidence lists three different versions of the appellant’s wages, as well as different amounts for appellant’s TSP10 contributions, and explain whether it has enabled the restoration of the appellant’s TSP withdrawals to his account. Retirement Contributions Separate From TSP ¶24The Board’s Order directed the agency to explain whether the appellant was entitled to any retirement contributions separate from TSP and how those contributions were calculated and accounted for. CRF, Tab 6 at 3. ¶25The agency responded that it requested the responsive information from NFC, which responded: Retirement deductions based on total base wages@ .0130 FY 2014 $456,175.20 x .0130 FY 2017 $163,038.40 x .0130 FY 2018 $139,796.80 x.0130 RCF, Tab 9 at 13. ¶26The appellant asserted in response that these numbers were not consistent with agency-calculated wages, omitted certain years, and provided no explanation of how the alternative wages were calculated. RCF, Tab 12 at 25-26. We agree. NFC is the agency’s agent, and thus, the agency is responsible for ensuring that NFC provides a clear explanation of these calculations. See Raymond v. Department of the Navy , 116 M.S.P.R. 223, ¶¶ 14-17 (2011) (rejecting “unsworn, vague” Defense Financial and Accounting Services (DFAS) memo and spreadsheet as evidence of compliance, in part because they lacked narrative explanation of calculations); see also Tichenor v. Department of the Army , 84 M.S.P.R. 386, ¶ 8 (1999) (rejecting argument that DFAS, not the agency, improperly withheld payment from the appellant because DFAS was the agency’s agent). Health Insurance Tax or Medicare Tax ¶27The Board’s Order requested a detailed accounting of how Healthcare Insurance Tax or Medicare Tax was calculated. RCF, Tab 6 at 3. The agency11 responded that NFC stated that “Medicare wages are calculated on $200,000 x 1.45 and on wages over $200,000 deducted at 2.35%.” RCF, Tab 9 at 13. The appellant responded that this was not a “detailed accounting.” RCF, Tab 12 at 29. We agree. The agency must provide a detailed accounting of these taxes. See Raymond, 116 M.S.P.R. 223, ¶¶ 14-17. Federal and State Income Taxes ¶28The Board ordered the agency to provide a detailed accounting of the calculations for Federal and state income taxes. RCF, Tab 6 at 3. The agency responded that NFC had the responsive information and stated, “Federal and state taxes were aggregated based on the number of pay periods.” RCF, Tab 9 at 14. Again, the agency must provide a more detailed accounting of these calculations. See Raymond, 116 M.S.P.R. 223, ¶¶ 14-17. Reporting Information to OPM ¶29The Board’s Order also requested the agency disclose whether certain relevant information had been reported to OPM “so as to effect any required adjustments to his annuity.” RCF, Tab 6 at 3. The agency responded that NFC possessed the responsive information but “did not provide the agency with responsive information.” RCF, Tab 9 at 14. Again, the agency must disclose this information so the appellant may determine whether he agrees with the calculations. See Raymond, 116 M.S.P.R. 223, ¶¶ 14-17. The Timing of the Agency’s Payment of the Back Pay ¶30In his Motion for Order to Show Cause, the appellant complains that the agency has already attempted to pay the appellant his back pay “prior to any decision by the Board.” CRF, Tab 13 at 20. The agency, however, is complying with the Board’s January 6, 2023 Order, which directed the agency to provide the appellant with the appropriate amount of back pay, with interest. CPFR, Order at 10. The agency is not acting in bad faith by paying the appellant what it has calculated as the appellant’s back pay. If those calculations change, the agency12 will be required to account for the difference. However, as the appellant has apparently returned the back pay he received, the agency will need to show that it has paid him again. ORDER The appellant’s Motion for Order to Show Cause is denied. Within 30 calendar days of this Order, the agency shall submit the evidence discussed above. Specifically, the agency must: (1)Provide an explanation of why LEAP wages of $752.80 were deducted from the 2014 back pay amount; (2)Recalculate the interest due if the appellant’s back pay amount changes based on number (1) above; (3)With respect to the appellant’s TSP account, address the appellant’s calculations, explain why its evidence lists three different versions of appellant’s wages, as well as different amounts for appellant’s TSP contributions, and explain whether it has enabled the restoration of the appellant’s TSP withdrawals to his account. (4)Provide a clear explanation and calculation of retirement contributions separate from the TSP; (5)Provide a detailed accounting of how Healthcare Insurance Tax or Medicare Tax was calculated; (6)Provide a detailed accounting of the calculations for Federal and state income tax withheld; (7)Explain whether the appellant’s revised retirement date, salary information, sick leave accrued during the back pay period, and any other pertinent information have been reported to OPM so as to effect any required adjustments to his annuity. If the agency fails to submit the required information, the Board may issue an order to show cause why sanctions should not be imposed against the13 responsible agency official pursuant to 5 U.S.C. § 2304(e)(2)(A) and 5 C.F.R. § 1201.183(c). The appellant shall submit any response within 21 calendar days of the date of service of the agency’s submission. If the appellant does not respond to the agency’s submission regarding compliance within 21 calendar days, the Board may assume that the appellant is satisfied and dismiss the petition for enforcement. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.14
Guzman_JorgeSF-0752-15-0170-X-1_Order.pdf
2024-07-18
JORGE GUZMAN v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-0752-15-0170-X-1, July 18, 2024
SF-0752-15-0170-X-1
NP
922
https://www.mspb.gov/decisions/nonprecedential/Guzman_ThomasSF-1221-20-0166-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD THOMAS GUZMAN, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER SF-1221-20-0166-W-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Thomas Guzman , Cedar City, Utah, pro se. Julie Nelson , Golden, Colorado, for the agency. Marcus Mitchell , Albuquerque, New Mexico, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner recused himself and did not participate in the adjudication of this appeal. 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). 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). DISCUSSION OF ARGUMENTS ON REVIEW The appellant bears the burden of proving jurisdiction over an appeal. 5 C.F.R. § 1201.56(b)(2). To establish jurisdiction over an IRA appeal, an appellant must show that he exhausted his administrative remedies before the Office of Special Counsel (OSC) and make nonfrivolous allegations2 that (1) he made a protected disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D); and (2) the disclosure or protected activity was a contributing factor in the 2 The Board’s regulations define a nonfrivolous allegation as an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). The regulation further provides that an allegation generally will be considered nonfrivolous when, under oath or penalty of perjury, an individual makes an allegation that: (1) is more than conclusory; (2) is plausible on its face; and (3) is material to the legal issues in the appeal. Id. Pro forma allegations are insufficient to meet the nonfrivolous standard. Clark v. U.S. Postal Service , 123 M.S.P.R. 466, ¶ 6 (2016 ), aff’d per curiam, 679 F. App’x 1006 (Fed. Cir. 2017), overruled on other grounds by Cronin v. U.S. Postal Service, 2022 MSPB 13, ¶ 20 n.11. 2 agency’s decision to take or fail to take a personnel action as defined under 5 U.S.C. § 2302(a). Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016); see 5 U.S.C. §§ 1214(a)(3), 1221(e)(1). When evaluating the Board’s jurisdiction over an IRA appeal alleging retaliation for protected disclosures, “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.” Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020). In this case, the appellant alleged before OSC that he made protected disclosures when: (1)On July 25, 2018, he disclosed to his first-line supervisor that his second-line supervisor was violating 5 C.F.R. part 338 by requiring him to obtain a chainsaw certification (“saw card”); (2)On September 5, 2018, he disclosed to his first-line supervisor, via text message, that his second-line supervisor intimidated and harassed him in violation of the agency’s anti-harassment policy by taking unofficial punitive action against the first-line supervisor, so that she would in turn pressure the appellant to take the saw training; (3)On September 6, 2018, he filed a report with the agency’s Harassment Assessment Review Team alleging intimidation, harassment, and bullying by his first and second-line supervisors; (4)On September 15, 2018, he informed his first-line supervisor, over the phone, that he was feeling intimidated and harassed by his second-line supervisor with regard to the saw card issue; (5)On September 15, 2018, he emailed the District Ranger (his third -line supervisor) and informed him that he was “being intimidated, harassed, and bullied” by his first and second-line supervisor, and that he had filed a case with the harassment reporting center; and (6)On September 16, 2018, he disclosed to the District Ranger and the Deputy District Ranger that his second-line supervisor was acting outside the scope of his authority by attempting to add conditions of employment to his position, that he was being harassed by his first and second-line supervisors, and that his first-line supervisor had threatened him with misconduct after he reported being harassed.3 Initial Appeal File (IAF), Tab 6 at 5-11. He further alleged before OSC that, in retaliation for his disclosures, management harassed and intimidated him, threatened to remove him from “off forest” work assignments, threatened to deny leave requests, threatened to charge him with insubordination, and issued an April 19, 2019 letter of reprimand. Id.; IAF, Tab 1 at 17. For the reasons discussed below, we agree with the administrative judge that the appellant failed to nonfrivolously allege that the disclosures he identified in his OSC complaint were protected under 5 U.S.C. § 2302(b)(8). Protected disclosures include any disclosure of information that the employee reasonably believes evidences a violation of any law, rule, or regulation; gross mismanagement; a gross waste of funds; an abuse of authority; or a substantial and specific danger to public health or safety. 5 U.S.C. § 2302(b) (8). A 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 these specified types of wrongdoing. Salerno, 123 M.S.P.R. 230, ¶ 6. The test for determining whether an employee had a reasonable belief that his disclosures revealed a type of wrongdoing listed under 5 U.S.C. § 2302(b)(8) is whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by the employee could reasonably conclude that the actions of the Government evidenced such wrongdoing. Id. We first consider the appellant’s allegation that he made protected disclosures when he disclosed to his first-line supervisor, and later to the District Ranger and Deputy District Ranger, that his second-line supervisor violated 5 C.F.R. part 338 by directing him to obtain a chainsaw certification. IAF, Tab 6 at 5-6, 11. In support of his claim, the appellant does not cite the regulation itself, but instead quotes a portion of an Office of Personnel Management (OPM) policy statement interpreting the regulation:4 1.The U.S. Office of Personnel Management (OPM) OPM is responsible for developing and issuing minimum qualifications standards, policies, and instructions. . . . . 2.Agencies Federal executive branch agencies are responsible for applying appropriate standards in individual personnel actions and when examining for positions under a delegated examining authority. Information provided in OPM qualification standards generally is not sufficiently specific to be used directly in examining for positions or quoted in vacancy announcements. Therefore, agencies must include in their vacancy announcements the general or specialized experience or education required for their positions. IAF, Tab 6 at 6, 15.3 The appellant argues that, by directing him to obtain a saw card, his second-line supervisor was not merely assigning duties, but rather modifying minimum qualification standards that were already approved by the responsible parties and listed in the vacancy announcement and position description. Id. at 15. Hence, the appellant argues that his second-line supervisor was acting outside the scope of his authority. Id. We agree with the administrative judge that the appellant failed to nonfrivolously allege that he disclosed a violation of law, rule, or regulation with regard to the saw card instruction. The same OPM guidance the appellant relies upon provided that an agency may develop selective factors, i.e., knowledge, skills, abilities, or special qualifications, to supplement minimum qualification standards. In this case, the position description states, under the heading of Knowledge Required by the Position, Factor 1, that the Forestry Technician (Prevention) position requires “[s]kill in the use of handtools such as axe, shovel, pulaski and power tools including chainsaw, powered pumps, etc. to build fireline 3 OPM amended this policy statement in May 2022, while the appellant’s petition for review was pending before the Board. https://www.opm.gov/policy-data-oversight/classification-qualifications/general- schedule-qualification-policies/#url=General-Policies (last visited July 17, 2024). This amendment does not affect the outcome of this appeal.5 and extinguish burning materials, as qualified.” IAF, Tab 7 at 76. The instruction to obtain a chainsaw certification is consistent with that selective factor, and does not purport to modify the minimum qualification standards for the position. Accordingly, we agree with the administrative judge that the appellant failed to allege facts that, if proven, would show that he disclosed a matter that a reasonable person in his position would believe evidenced a violation of law, rule, or regulation. The remaining alleged disclosures concern the appellant’s allegation that his first- and second-line supervisors harassed and intimidated him.4 IAF, Tab 6 at 7-11. Specifically, he contends that their behavior was in violation of the agency’s anti-harassment policy set forth in Forest Service Manual (FSM) 1700. Id. at 7-8; https://www.fs.usda.gov/sites/default/files/wo-1760-amend-2017-1- 003.pdf (last visited July 17, 2024). The appellant correctly observes that the anti-harassment policy covers non-EEO related harassment, see FSM 1700, § 1765.03, and he does not allege that he was harassed based on membership in a protected class. He instead cites the prohibition against “Other Workplace Harassment (non-EEO, including Bullying),” defined as “[a]ny form of unwelcome, pervasive, persistent and unsolicited verbal, non-verbal, written, or physical conduct that is objectively offensive and could alter the affected employee’s terms and conditions of employment.” FSM 1700, § 1765.05(3); IAF, Tab 6 at 7-8. The appellant contends that his supervisors violated that policy by threatening to take punitive action, such as denying leave, preventing him and his peers from going on fire assignments, or bringing an insubordination charge, if he did not comply with the instruction to obtain a saw card. The appellant may well have felt that the conduct of his supervisors was unwelcome, pervasive, persistent, and unsolicited. However, taking the appellant’s allegations as true, 4 As the appellant notes in his petition for review, he has not alleged that the instruction to obtain a saw card was itself a violation of the anti-harassment policy. PFR File, Tab 1 at 7. 6 he has not described conduct that a reasonable person would consider “objectively offensive.” Accordingly, we find that he has not nonfrivolously alleged that he disclosed a violation of law, rule, or regulation. Nor has the appellant nonfrivolously alleged that, by reporting the alleged harassment and intimidation, he disclosed another type of wrongdoing listed under 5 U.S.C. § 2302(b)(8). We note that the Board has held that a supervisor’s use of his influence to denigrate other staff members in an abusive manner and threaten the careers of staff members with whom he disagrees may constitute an abuse of authority. Herman v. Department of Justice , 115 M.S.P.R. 386, ¶ 11 (2011). However, the conduct the appellant claims to have disclosed does not rise to that level of wrongdoing. Taking the appellant’s allegations as true, a reasonable person would not view his supervisors’ efforts to enforce the saw card instruction to be abusive, denigrating, or otherwise outside the realm of ordinary supervisory discretion. In sum, we agree with the administrative judge that the appellant failed to nonfrivolously allege that the disclosures he identified in his OSC complaint were protected under 5 U.S.C. § 2302(b)(8). Accordingly, we affirm his decision to dismiss the appeal for lack of jurisdiction.5 5 We agree with the appellant that the administrative judge should have made a ruling on his motion to compel. However, the appellant has not explained how the requested discovery would have enabled him to establish jurisdiction over his appeal. See Karapinka v. Department of Energy , 6 M.S.P.R. 124, 127 (1981 ) (holding 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 .) As to the appellant’s newly submitted evidence, he has not shown that the documents in question were previously unavailable despite his due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (holding 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). 7 NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.8 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any9 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’s10 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. 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
Guzman_ThomasSF-1221-20-0166-W-1__Final_Order.pdf
2024-07-18
THOMAS GUZMAN v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. SF-1221-20-0166-W-1, July 18, 2024
SF-1221-20-0166-W-1
NP
923
https://www.mspb.gov/decisions/nonprecedential/Vinluan_Jason_S_CH-1221-19-0201-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JASON S. VINLUAN, Appellant, v. DEPARTMENT OF LABOR, Agency.DOCKET NUMBER CH-1221-19-0201-W-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michelle Vinluan , Royal Oak, Michigan, for the appellant. Edward V. Hartman , Esquire, Chicago, Illinois, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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 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). 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 finding that the appellant failed to nonfrivolously allege that he made a protected disclosure and address the appellant’s other purportedly protected disclosures and activity, we AFFIRM the initial decision. BACKGROUND Until his resignation in March 2017, the appellant was employed by the agency’s Bureau of Labor Statistics (BLS) as an Economist in its National Compensation Survey (NCS) program. Initial Appeal File (IAF), Tab 7 at 10, Tab 17 at 4. The NCS program was charged with conducting surveys of employee salaries, wages, and benefits. U.S. Bureau of Labor Statistics, Employee Cost Index, https://www.bls.gov/eci/questions-and-answers.htm (last visited July 18, 2024); see 5 C.F.R. § 1201.64 (stating that the Board may take official notice of matters that can be verified); Graf v. Department of Labor , 111 M.S.P.R. 444, ¶ 8 (2009) (taking official notice of information on the agency’s official website); IAF, Tab 17 at 6.2 In the summer of 2012, BLS and the Social Security Administration (SSA) entered into an agreement which led to the establishment of the Occupational Requirements Survey (ORS). Gwyn R. Ferguson et al., BLS, ORS Sample Design Evaluation (Oct. 2014), https://www.bls.gov/osmr/research- papers/2014/pdf/st140130.pdf (last visited July 18, 2024). The purpose of ORS is to collect occupational information relevant to SSA’s disability program. Id. Several options were proposed on how ORS should be organized under BLS, including one proposal in which ORS would be integrated into the NCS program and another in which it would be left as a separate survey. Id.; IAF, Tab 15 at 23. The appellant believed that ORS should not be integrated into the NCS program. IAF, Tab 15 at 22-23. On July 5, 2013, the appellant raised concerns on an agency webpage, “Your Ideas Count at BLS!,” that the integration of ORS into the NCS program would degrade the quality and quantity of data collected for both surveys due to the NCS program’s insufficient staffing, and that the integration would lead to greater staffing costs . Id. at 21-24. He also filed a grievance in June 2016, regarding the agency’s decision not to select him for a promotion. Id. at 114-18. In September 2018, the appellant filed a complaint with the Office of Special Counsel (OSC). IAF, Tab 14 at 8. In his complaint and other correspondence with OSC the appellant alleged that, in retaliation for his disclosures about the integration as well as his grievance, the agency declined to promote him, subjected him to a hostile work environment, and did not rehire him after he resigned. IAF, Tab 1 at 10, Tab 15 at 7, Tab 17 at 16-17. The appellant filed this IRA appeal after OSC terminated its investigation into his complaint. IAF, Tab 1 at 10. The administrative judge informed the appellant of his burden to establish the Board’s jurisdiction over his IRA appeal. IAF, Tab 3. In his initial decision, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 24, Initial Decision (ID). Specifically, he3 found that the appellant failed to nonfrivolously allege that his disclosures were protected. ID at 10-12. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response to the petition, and the appellant has filed a reply. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW To establish jurisdiction in an IRA appeal, an appellant must show by preponderant evidence that he exhausted his administrative remedies before OSC and nonfrivolously allege 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)(2)(A). Linder v. Department of Justice, 122 M.S.P.R. 14, ¶ 6 (2014). A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). The appellant proved exhaustion of his OSC remedies by preponderant evidence. In an IRA appeal, the Board may consider only matters that the appellant first raised before OSC. Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). An appellant may demonstrate exhaustion through his initial OSC complaint, evidence that he amended the original complaint, including but not limited to OSC’s 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. Although the administrative judge acknowledged the appellant filed a complaint with OSC, ID at 2-3, the administrative judge failed to make explicit findings on exhaustion. Here, the appellant’s OSC complaint is not in the record. However, he provided a letter from OSC, reflecting that he had filed a complaint and OSC had terminated its inquiry and advising him that he could file an appeal4 with the Board. IAF, Tab 1 at 10. He also submitted a declaration under penalty of perjury stating he filed an OSC complaint. IAF, Tab 14 at 3, 8. He further provided documentation he submitted to OSC, including declarations, email correspondence, and “a 700+ page evidentiary package.” IAF, Tab 14 at 8-9, Tabs 15-17. The appellant’s evidentiary package included copies of what he numbered as 162 written communications. Of those, he identified approximately 54, including his grievance, which he alleged constituted his protected disclosures and activities.2 IAF, Tab 15 at 4-16, 18-261. The first of the appellant’s alleged protected disclosures occurred on July 5, 2013, and the last occurred on August 3, 2018. Id. The appellant’s grievance was filed on or about June 27, 2016. Id. at 10, 115-17. Because the appellant provided copies of these alleged protected disclosures and activities to OSC, we find that he established exhaustion. The administrative judge correctly found that the appellant failed to nonfrivolously allege that he made a protected disclosure. Next, we turn to the issue of whether the appellant made a nonfrivolous allegation of a protected disclosure or protected activity over which the Board has IRA jurisdiction. See Linder, 122 M.S.P.R. 14, ¶ 6. A protected disclosure is a disclosure of information that an appellant reasonably believes evidences a violation of any law, rule, or regulation, gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety. Id., ¶ 12. The proper test for determining whether an employee had a 2 On review, the appellant asserts that he also made many oral disclosures. PFR File, Tab 1 at 4. It does not appear that the appellant raised any oral disclosures below, and the administrative judge did not address them. IAF, Tab 14 at 5. In any event, the appellant failed to provide any evidence that he exhausted his OSC remedy as to these alleged oral disclosures, and therefore we decline to address them. IAF, Tab 1 at 10, Tab 15 at 6-16, Tab 17 at 4-5; See Coufal v. Department of Justice , 98 M.S.P.R. 31, ¶ 17 & n.1 (2004) (declining to consider whether an appellant nonfrivolously alleged that she made a protected disclosure because she did not exhaust the disclosure before OSC).5 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 law, rule, or regulation, or one of the other conditions set forth in 5 U.S.C. § 2302(b)(8). Id. The appellant failed to nonfrivolously allege that his communications concerning the integration between ORS and the NCS program were protected. Of the 54 written communications identified by the appellant as constituting his disclosures, only 10 of them contain statements he made to others about the proposed integration of ORS into the NCS program.3 IAF, Tab 15 at 18-39, 42-100, 106-11, 131-37. The first was his July 5, 2013 post on Your Ideas Count at BLS!, in which he asserted that the integration of ORS into the NCS program would, among other things, do the following: (1) “likely increase” staffing costs; (2) negatively impact the quantity and quality of the data that the NCS program collected, including as to ORS; and (3) negatively impact the program’s product deliverables and nimbleness. Id. at 21-24. Four of the appellant’s other communications regarding the proposed integration essentially did nothing more than refer to or quote, in whole or in part, this initial post. Id. at 18-19, 44-71. Similarly, the appellant’s five remaining communications regarding the proposed integration merely reiterated, at most, points he raised in his initial post. Id. at 42-43, 71-100, 106-11, 131-37. Accordingly, these nine other communications about the proposed integration would only be protected to the extent that the appellant’s initial post was protected. See Schneider v. Department of Homeland Security , 98 M.S.P.R. 377, ¶ 15 (2005) (finding that the 3 The appellant labeled these communications as disclosures D2-D3, D9, D11-D15, D26, and D67. IAF, Tab 15 at 18-39, 42-100, 106-11, 131-37. Although the appellant identified other statements as protected disclosures concerning the integration, the documents he provided did not support his claim. The record does not reflect that he made the written statement he identified as disclosure D83 to anyone. Id. at 157-58. Further, the emails he identified as D87 and D134 do not contain any disclosures. Id. at 158-60, 213-15.6 appellant’s disclosures remained protected at each iteration). Thus, although the administrative judge failed to address the nature of these subsequent disclosures or whether they were protected, that error does not establish a basis for granting the petition for review. See Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984) (an adjudicatory error that is not prejudicial to a party’s substantive rights provides no basis for reversal of an initial decision). The administrative judge found that the appellant’s July 5, 2013 disclosure, and by implication his reiterations of this disclosure, was not protected. ID at 10- 12. The appellant asserted below that his disclosures evidenced that the integration of ORS into the NCS program would constitute gross mismanagement, a gross waste of funds, and an abuse of authority. IAF, Tab 14 at 5, Tab 17 at 6. He did not argue below or on review that he disclosed a violation of any law, rule, or regulation, or a substantial and specific danger to public health or safety, and we see no reason to find that such wrongdoing is implicated. On review, the appellant reasserts that he disclosed gross mismanagement, a gross waste of funds, and an abuse of authority. PFR File, Tab 1 at 4, 6-7. We are not persuaded. The whistleblower protection statutes are not a weapon in arguments over policy. Webb v. Department of the Interior , 122 M.S.P.R. 248, ¶ 8 (2015). General philosophical or policy disagreements with agency decisions or actions are not protected unless they separately constitute a protected disclosure of one of the categories of wrongdoing listed in section 2302(b)(8). 5 U.S.C. § 2302(a)(2)(D); Webb, 122 M.S.P.R. 248, ¶ 8. The Board has found a disclosure to be a mere policy dispute when, for example, an appellant disagreed with an agency’s proposal to divide one agency unit into three new, smaller subunits. Id., ¶¶ 2, 7-8. Another example of a classic policy dispute is an appellant’s disagreement with an agency’s decision to close an office, allegedly without justification. Downing v. Department of Labor , 98 M.S.P.R. 64, ¶ 2, 14 (2004), aff’d per curiam , 162 F. App’x 993 (Fed. Cir. 2006). The appellant’s disclosures pertaining to the integration were mere policy disagreements with the7 agency’s proposal for integration of ORS into the NCS program. Contrary to the appellant’s arguments on review, we are not persuaded that the appellant nonfrivolously alleged that a reasonable person in his position would believe he disclosed a gross waste of funds, gross mismanagement, or an abuse of authority. 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. Downing, 98 M.S.P.R. 64, ¶ 11. As the administrative judge observed, individuals within the agency expressed differing views as to the costs and benefits of the integration. ID at 11; IAF, Tab 15 at 24-28. For example, in response to the appellant’s July 5, 2013 posting, one individual expressed the view that ORS should be integrated into the NCS program because it was a “small survey” with “a potentially big source of funding” from SSA. IAF, Tab 15 at 26. Another individual similarly stated that the NCS program had lost significant funding and the funding for ORS could help the NCS program grow. Id. at 27. Eight months later, in March 2014, coworkers were still discussing and debating the options. For example, one coworker told the appellant “I can see both sides,” while another acknowledged “[t]here are plenty of anecdotes to support both sides, so they cancel each other out.” IAF, Tab 16 at 296, 318. Thus, we agree with the administrative judge that the appellant’s disclosures did not evidence a gross waste of funds because they concerned management decisions about expenditures that were debatable. On review, the appellant repeats his statement in his July 5, 2013 posting that “the myriad of costs of tying ORS to the NCS and the resulting inefficiencies are far too great to [the] [NCS] Program, as a whole, and [its] future success.” PFR File, Tab 1 at 4; IAF, Tab 15 at 21. To the extent the appellant is arguing that this statement evidenced a gross waste of funds, we disagree. In Downing, the Board considered a similar disclosure by an appellant opposing the agency’s closure of one of its BLS offices. Downing, 98 M.S.P.R. 64, ¶ 9. It observed that the appellant’s assertion that the closure was expensive and thus unwarranted was8 insufficient because the record contained no evidence of agency expenditures. Id., ¶ 11. Similarly, the appellant’s posting generally refers to the costs of the integration, but provides no information suggesting, in financial terms, what these costs might be. IAF, Tab 15 at 21-24. In fact, he disclaimed any specific knowledge of the costs, stating as to staffing and cost issues, “I do not claim to be an expert on such matters (far from it) or privy to the details involved (again, far from it).” Id. at 21. We agree with the administrative judge that the appellant’s disclosure, even if true, did not evidence a gross waste of funds. Gross mismanagement 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). A disclosure of gross mismanagement excludes management decisions that are merely debatable. Webb, 122 M.S.P.R. 248, ¶ 10 n.3. The appellant indicated in his July 2013 posting that the integration would lead to poor data quality on both ORS and the NCS program’s other surveys. IAF, Tab 15 at 22-23. The basis of his concern was that survey respondents would not want to spend the additional time necessary to answer questions for the ORS survey when they were already being asked to answer questions for the NCS program’s other surveys. Id. The administrative judge found, in essence, that the appellant did not reasonably believe that his disclosure evidenced a substantial risk of significant adverse impact on the agency’s mission. ID at 11. We agree. In Downing, the Board found that an appellant failed to meet the nonfrivolous pleading standard as to a disclosure that the agency closed an office without authority and without a cost-benefit analysis, and that closing the office would interfere with the employees’ job of collecting data and would make it more difficult to perform the agency’s overall mission. 98 M.S.P.R. 64, ¶ 10. The Board reasoned that these assertions were not nonfrivolous allegations of gross mismanagement because they did not demonstrate a management action or inaction that created a substantial risk of significant adverse impact upon the9 agency’s ability to accomplish its mission. Id. Instead, they are no more than the appellant’s subjective disagreement with the agency’s decision. Id. The appellant’s disclosures here were similar to those at issue in Downing. He speculated that, “If it takes X amount of time to collect information and respondents are only willing to give a lesser amount of time,” the person conducting the survey must abandon “the ‘ideal’ approach—not asking questions or probing to the extent [he] would under ‘ideal’ situations,” resulting in “cutting corners.” IAF, Tab 15 at 22. According to the appellant, such cutting corners would result in “assumptions/judgments” that would cause “data quality . . . [to] suffer.” Id. As in Downing, the appellant’s disclosures do not demonstrate a substantial risk of significant adverse impact. Rather, he asserts the agency’s actions might result in poorer survey data. On review, the appellant disputes the administrative judge’s characterization of his July 2013 posting as his “personal belief,” asserting the posting “contained facts” about the negative effects of merging ORS into the NCS survey. PFR File, Tab 1 at 4; ID at 12. Regardless of any factual basis for the appellant’s beliefs, nothing in the appellant’s disclosures suggest that the integration would jeopardize the agency’s mission. In any event, as discussed above, the effects of the integration were debatable. The appellant also challenges the administrative judge’s finding that his disclosures contained his personal belief by arguing that others agreed with him. For example, he asserts that 17 of his colleagues selected the option to “agree” with his posting, while agency management asked him to delete the post and told him it “would impact his future movement within the government.” PFR File, Tab 1 at 5-8; IAF, Tab 15 at 21. A showing that an employee’s belief was shared by other similarly situated employees “may be of some relevance” in determining whether his belief was reasonable.” Lachance v. White , 174 F.3d 1378, 1381 (Fed. Cir. 1999). Here, the appellant’s colleagues appear to have agreed with him that the agency’s actions might result in poorer survey data. See id.10 However, because the statements in the appellant’s posting did not evidence wrongdoing rising to the level of gross mismanagement, the agreement or disagreement of others with his posting does not support his claim that he made a protected disclosure.4 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 results in personal gain or advantage to himself or preferred other persons. Pasley v. Department of the Treasury , 109 M.S.P.R. 105, ¶ 18 (2008). There is no de minimis standard for abuse of authority as a basis of a protected disclosure. Id. The appellant did not claim below that anyone involved in the integration was attempting to provide a gain or advantage for himself or others. IAF, Tab 15 at 21-24. At most, he alleged that there was a risk of BLS delivering to SSA something less than “the best product possible in a timely manner.” IAF, Tab 15 at 23. Lacking from both his July 2013 posting and his petition for review is a claim that particular individuals’ rights were affected or that the integration was for personal gain. Id.; PFR File, Tab 1 at 6-7. Thus, he did not disclose an abuse of authority. See Downing, 98 M.S.P.R. 64, ¶¶ 2, 12 (declining to find an appellant reasonably believed that his disclosure that a reorganization would disadvantage certain employees as to promotions and reassignments was a disclosure of an abuse of authority). The appellant also indicates on review that as a part of the proposed integration, field economists were instructed to simplify job descriptions to answer fewer ORS elements or indicate that information was “Not Determinable,” 4 The appellant also points out on review that an OSC attorney advised him via email that his evidence was “sufficient to assume that [OSC] could meet the definition of gross mismanagement.” PFR File, Tab 1 at 8-9; IAF, Tab 17 at 16. An IRA appeal is a de novo action, and the Board must therefore rely on its independent analysis of the parties’ evidence, and not on OSC’s characterizations of the appellant’s allegations, which are not binding on the Board. Cassidy v. Department of Justice , 118 M.S.P.R. 74, ¶ 16 (2012). Thus, to the extent the appellant is asserting that OSC deemed his disclosures to be protected, we are not bound by any such finding. 11 which he argues constitutes gross mismanagement. PFR File, Tab 1 at 6. He asserts that BLS wrongfully continued to accept payment from SSA for the collection of information that was hindered or not collected at all. Id. at 6-7. He raised similar claims to OSC. IAF, Tab 17 at 7-8. However, neither on review nor in his statements to OSC did he claim he had disclosed this information to the agency. In fact, he states on review that these allegations of wrongdoing “did not go against his initial posting.” PFR File, Tab 1 at 7. Thus, he failed to prove he made disclosures of this alleged wrongdoing. See 5 U.S.C. § 2302(a)(2)(D) (defining a disclosure as “a formal or information communication or transmission”). The appellant’s remaining purported disclosures are not a basis for granting the petition for review. Below, the appellant additionally referred to communications regarding matters other than the integration. IAF, Tab 15. Although the administrative judge failed to address these communications, we find that error to be harmless because the appellant failed to nonfrivolously allege that they are protected. See Panter, 22 M.S.P.R. at 282. Of the remaining written communications identified by the appellant as constituting his disclosures, a number are emails in which he was merely the recipient, rather the sender, of information.5 IAF, Tab 15 at 40-41, 111-12, 114-15, 117-20, 124-31, 145-48, 151-57. Because the appellant does not argue that he was retaliated against for another individual’s protected disclosure, we need not consider these communications further. Cf. Duda v. Department of Veterans Affairs , 51 M.S.P.R. 444, 446 (1991) (finding that it is whistleblower reprisal for an agency to take a personnel action against one person because of his relationship with another employee who has made a protected disclosure). 5 The appellant labeled these communications as disclosures D6-7, D30, D37, D39-40, D44, D47-50, D70, D75, D80, and D82. IAF, Tab 15 at 40-42, 111-12, 114-15, 117-20, 124-31, 145-48, 151-57. 12 Additionally, we note that the agency informed the appellant on July 9, 2018, at 9:15 a.m. that it had not selected him for a position to which he had applied. IAF, Tab 16 at 239-40. This was the last personnel action identified by the appellant. IAF, Tab 15 at 7-8, 16. He then purportedly made a disclosure later that day, as well as on July 27 and August 3, 2018.6 Id. at 16, 217-61. Because these three purported disclosures followed the last alleged personnel action taken against the appellant, they could not have contributed to any personnel action at issue in this appeal, and we need not consider them further. See El v. Department of Commerce , 123 M.S.P.R. 76, ¶¶ 9-10 (2015) (observing that an appellant could not prove contributing factor when the alleged personnel action predated his disclosure), aff’d per curiam , 663 F. App’x 921 (Fed. Cir. 2016). After reviewing the approximately 22 remaining written communications identified by the appellant as disclosures, we see nothing therein indicating that he nonfrivolously alleged they were protected.7 IAF, Tab 15 at 10005, 112-14, 120-24, 137-45, 148-51, 185-213, 215-17. Notably, these communications do not appear to concern the proposed integration of ORS into the NCS program. Many of these communications constitute the appellant’s discussions with union officials about his grievance or vacancies posted within BLS. Id. at 111-14, 161-208. In some of the other communications, the appellant discussed with his colleagues such matters as other vacancies or new hires within BLS. Id. at 210-13. In any event, the appellant does not re-raise these communications on review, and we see nothing in them indicating that the appellant reasonably believed he was disclosing wrongdoing described in section 2302(b)(8). 6 The appellant labeled these communications as disclosures D151, D158, and D160. IAF, Tab 15 at 217-61. 7 The appellant labeled these communications as disclosures D17, D34, D41, D68-69, D78, D101, D104-08, D111-16, D119, D121-22, and D147. IAF, Tab 15 at 100-05, 112-14, 120-24, 137-45, 148-51, 185-213, 215-17.13 We modify the initial decision to find that the Board lacks jurisdiction over the appellant’s claim that he was retaliated against for filing a grievance. The appellant indicated to OSC that the agency retaliated against him for filing a grievance. IAF, Tab 17 at 5, 12-13. As the administrative judge recognized, in its close out letter OSC acknowledged that the appellant believed management retaliated against him for his union activities. ID at 3; IAF, Tab 1 at 10. In response to the administrative judge’s order on jurisdiction, the appellant submitted into the record numerous documents that he had sent to OSC —including a copy of his grievance and communications with his union representative about his grievance. IAF, Tab 15 at 115-17, 138. However, the administrative judge failed to address the appellant’s claim that he had been retaliated against for filing a grievance. An employee engages in protected activity over which the Board has jurisdiction in an IRA appeal when he files a grievance to remedy reprisal for whistleblowing. 5 U.S.C. §§ 1214(a)(3), 1221(a), (e)(1), 2302(b)(9)(A)(i); Mudd v. Department of Veterans Affairs , 120 M.S.P.R. 365, ¶ 7 (2013). However, the Board does not have jurisdiction over an IRA appeal regarding a claim of retaliation for filing an appeal, complaint, or grievance that does not seek to remedy a violation of section 2302(b)(8), i.e., a claim that does not seek to remedy reprisal for whistleblowing. 5 U.S.C. §§ 1214(a)(3), 1221(a), (e)(1), 2302(b)(9)(A)(ii); Mudd, 120 M.S.P.R. 365, ¶ 7; see Mattison v. Department of Veterans Affairs , 123 M.S.P.R. 492, ¶¶ 7-8 (2016) (explaining that a claim of reprisal for filing internal agency appeals that did not seek to remedy whistleblowing reprisal arose under 5 U.S.C. § 2302(b)(9)(A)(ii)).8 8 Prior to December 12, 2017, the whistleblower protection statutory scheme 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. 5 U.S.C. § 2302(b)(9)(C). The National Defense Authorization Act of 2018, Pub. L. No. 115-91, § 1097(c)(1), 131 Stat. 1283, 1617 (2017), amended section 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. None of the disclosures the appellant made during the14 Here, the appellant’s grievance concerned his nonselection for promotion in June 2016. IAF, Tab 15 at 115-17. In his grievance, the appellant alleged that management violated the collective bargaining agreement by failing to interview him for the position and thereby engaged in favoritism. Id. at 116. Neither the appellant nor the record indicates that, during the grievance process, he asserted that he was not selected for the position because of any of his disclosures.9 Because the grievance did not seek to remedy whistleblower reprisal, it falls under 5 U.S.C. § 2302(b)(9)(A)(ii), rather than section 2302(b)(9)(A)(i), and the Board lacks jurisdiction in an IRA appeal to address the appellant’s claim that he was retaliated against for filing the grievance. See Mudd, 120 M.S.P.R. 365, ¶ 7. For the reasons stated above, we find that the appellant failed to nonfrivolously allege that he made a protected disclosure or engaged in protected activity, and we conclude that the Board therefore lacks jurisdiction over this appeal. We therefore need not determine all the personnel actions at issue in this appeal,10 or whether the appellant nonfrivolously alleged that his purportedly protected disclosures or activities were a contributing factor in those personnel actions. Accordingly, we affirm the initial decision as modified herein. grievance process or otherwise were to “any . . . component responsible for internal investigation or review,” and his disclosures are therefore not protected under section 2302(b)(9)(C). 9 In an email to his union representative in October 2016, the appellant referred to whistleblower reprisal statutes. IAF, Tab 15 at 138-39. However, it is unclear whether he intended to communicate that he believed his May 14, 2016 nonselection constituted whistleblower retaliation. Id. Regardless, the appellant’s grievance had by then already been settled in July 2016. Id. at 130-31, 321-24, 334. 10 The appellant appears to raise on review a claim that his resignation was involuntary. PFR File, Tab 1 at 9. It does not appear he raised this claim with OSC. IAF, Tab 15 at 7-8, 16, Tab 17 at 5. Even if he did, he may be able to file a separate appeal under chapter 75 of any alleged constructive removal. See Agoranos v. Department of Justice, 119 M.S.P.R. 498, ¶¶ 14-17 (2013) (finding that despite raising his within- grade increase (WIGI) denial claim with OSC, the appellant was not precluded from filing a WIGI appeal regarding that claim because his election to proceed before OSC on that claim was not knowing and informed). We make no findings herein regarding the timeliness of, or the Board’s jurisdiction over, such an appeal.15 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 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: 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 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any17 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’s18 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 for Merit Systems Protection Board appellants before the 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 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 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
Vinluan_Jason_S_CH-1221-19-0201-W-1__Final_Order.pdf
2024-07-18
JASON S. VINLUAN v. DEPARTMENT OF LABOR, MSPB Docket No. CH-1221-19-0201-W-1, July 18, 2024
CH-1221-19-0201-W-1
NP
924
https://www.mspb.gov/decisions/nonprecedential/LaCroix_Bert_I_NY-0842-19-0090-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BERT I. LACROIX, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER NY-0842-19-0090-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Neil C. Bonney , Esquire, Virginia Beach, Virginia, for the appellant. Gedety Serralta-Aldrich , Esquire, and Katherine Clark , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The agency has filed a petition for review of the initial decision, which reversed the agency’s denial of the appellant’s request for law enforcement officer (LEO) retirement coverage under the Federal Employees’ Retirement System (FERS). For the reasons discussed below, we GRANT the agency’s 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). petition for review, we REVERSE the initial decision insofar as the administrative judge found the appellant’s request for a determination regarding LEO retirement coverage timely, and we VACATE the administrative judge’s analysis of whether the appellant met the definition of an LEO. BACKGROUND The appellant was employed by the agency as a GG-0132-13 Intelligence Specialist (Operations) from 2004 to 2016. Initial Appeal File (IAF), Tab 10 at 4-29, Tab 18 at 26, Tab 34 at 9. During his employment with the agency, from approximately March 18, 2007, through approximately August 19, 2015, the appellant was assigned to a detail with the Joint Terrorism Task Force (JTTF) of the Federal Bureau of Investigation (FBI). IAF, Tab 18 at 26, Tab 55 at 3-4, Tab 57 at 4. On August 20, 2016, approximately 1 year after the conclusion of his detail with the FBI, the appellant resigned from his position with the agency. IAF, Tab 10 at 29, Tab 55 at 4. In October 2016, the appellant emailed various agency personnel requesting LEO retirement coverage for the duration of his JTTF detail, i.e., from March 18, 2007, through August 19, 2015. IAF, Tab 33 at 7-9, Tab 60 at 61-63. Thereafter, on July 24, 2017, the appellant submitted an additional request for LEO retirement coverage. IAF, Tab 18 at 4-7, Tab 55 at 3. On February 5, 2019, the agency denied the appellant’s request, finding that (1) his request was untimely and (2) he failed to show that he met the definition of an LEO under 5 C.F.R. § 842.802 during the relevant timeframe. IAF, Tab 12 at 4-5. The appellant filed a Board appeal challenging the agency’s denial of his request for LEO retirement coverage under FERS, and he asserted that the agency had “failed to advise [him] of his right to file an MSPB appeal after he inquired regarding his status.” IAF, Tab 1 at 4. The appellant requested a hearing on the matter. Id. at 2. Thereafter, the administrative judge clarified that the issues before the Board were (1) whether the appellant’s request for a determination2 regarding LEO retirement coverage was timely pursuant to regulation2 and (2) whether the appellant could show by preponderant evidence that he was entitled to LEO retirement coverage under FERS from March 18, 2007,3 through August 19, 2015. IAF, Tab 55 at 2, Tab 57 at 4. Following a hearing on the matter, the administrative judge issued an initial decision reversing the agency’s determination and finding that the appellant showed by preponderant evidence that he qualified for LEO retirement coverage under FERS from March 18, 2007, through August 19, 2015. IAF, Tab 67, Initial Decision (ID) at 1, 15-16. In so finding, the administrative judge concluded that the appellant had timely filed his request under 5 C.F.R. § 842.804(c). ID at 8-10. She also concluded that the appellant proved by preponderant evidence that he met the definition of an LEO under 5 U.S.C. § 8401(17)(A) and 5 C.F.R. § 842.802. ID at 10-15. The agency has filed a petition for review of the initial decision, the appellant has responded in opposition, and the agency has filed a reply. Petition for Review (PFR) File, Tabs 1, 3-4. In its petition and reply, the agency contends that the administrative judge erroneously concluded that the appellant was entitled to LEO retirement coverage. PFR File, Tab 1 at 4-27, Tab 4 at 4-12. The agency contends, among other things, that the administrative judge erred in finding that the appellant’s request LEO retirement coverage was timely filed. PFR File, Tab 1 at 9-10, Tab 4 at 5-9. In his response, the appellant urges the 2 In her order memorializing the parties’ prehearing conference, the administrative judge erroneously summarized this issue as whether “[the appellant’s] appeal was timely pursuant to regulation.” IAF, Tab 55 at 2 (emphasis added). Neither party has disputed the timeliness of the appellant’s Board appeal; thus, we find that this was a misstatement and we have rephrased the issue accordingly. 3 Although the parties stipulated that the appellant sought LEO retirement coverage for July 22, 2007, through August 19, 2015, IAF, Tab 55 at 2-4, the appellant subsequently clarified that he sought coverage for March 18, 2007, through August 19, 2015, IAF, Tab 57 at 4. Although the agency challenges the administrative judge’s findings associated therewith, Petition for Review File, Tab 1 at 4 n.1, given our findings herein, we need not resolve this issue. 3 Board to affirm the administrative judge’s conclusion that he is entitled to LEO retirement coverage. PFR File, Tab 3 at 4-9. The appellant contends that his request was timely because he first reported to the agency that he was “performing law enforcement officer work shortly after being assigned to the position in 2007,” he requested “LEO coverage on a number of other occasions as it was a frequent topic at conferences,” and he emailed agency managers about LEO credit on April 4, 2016. Id. at 4-5. DISCUSSION OF ARGUMENTS ON REVIEW The Board has jurisdiction over a claim for FERS LEO retirement coverage under 5 U.S.C. § 8461(e)(1), which provides that “an administrative action or order affecting the rights or interests of an individual or of the United States under the provisions of this chapter administered by the Office [of Personnel Management] may be appealed to the Merit Systems Protection Board under procedures prescribed by the Board.” See Streeter v. Department of Defense , 80 M.S.P.R. 481, ¶¶ 2, 5 (1998); 5 C.F.R. § 842.807(a). A Federal employee seeking LEO retirement coverage under FERS bears the burden of proving entitlement thereto by a preponderance of the evidence. Watson v. Department of the Navy, 262 F.3d 1292, 1298 (Fed. Cir. 2001); Fritts v. Department of Homeland Security , 102 M.S.P.R. 265, ¶ 6 (2006). To be eligible for LEO retirement coverage under FERS, an appellant must meet the statutory definition of an LEO under 5 U.S.C. § 8401(17). Watson, 262 F.3d at 1297-98. An employee who qualifies for LEO retirement coverage receives a larger annuity than other FERS retirees; however, an LEO is subject to larger salary deductions, i.e., a one-half percent higher withholding rate, during his employment.4 See 5 U.S.C. § 8422(a); Bingaman v. Department of the Treasury , 127 F.3d 1431, 1433-34 (Fed. Cir. 1997). Implementing regulations promulgated 4 Additionally, an employee who qualifies for LEO retirement coverage under FERS can retire at age 50 after completing 20 years of service or at any age after completing 25 years of service. See 5 U.S.C. § 8412(d)(1)-(2).4 by the Office of Personnel Management provide that, if an employee occupies a position that is not subject to the one-half percent higher withholding rate (i.e., a non-LEO position), and the employee does not, within 6 months after entering the position or any significant change in the position, formally and in writing seek a determination from his employing agency that his position is properly covered by the higher withholding rate (i.e., that the position is properly classified as an LEO position), then the agency head’s determination that the service does not qualify for LEO retirement coverage is presumed to be correct. 5 C.F.R. § 842.804(c). This presumption may be rebutted by a preponderance of the evidence that the employee was unaware of his non-LEO status or was prevented by cause beyond his control from timely requesting that his official status be changed. Id. If the appellant fails to request LEO retirement coverage within 6 months or show good cause for his failure to do so, the agency’s determination that the appellant does not qualify for LEO coverage will be deemed conclusive and the Board will not review the merits of the agency’s determination. Bingaman, 127 F.3d at 1441; see 5 C.F.R. §§ 842.804(c), 842.807(a). We reverse the administrative judge’s finding that the appellant timely filed his request for LEO retirement coverage under 5 C.F.R. § 842.804(c). The administrative judge misapplied 5 C.F.R. § 842.804(c). In her initial decision, the administrative judge credited the appellant’s unrefuted testimony that he resigned from the agency on August 20, 2016, and that “he emailed several agency officials attaching a written request for LEO credit on October 5, 2016, less than [2] months later.” ID at 8. As a result, the administrative judge concluded that the appellant’s request for LEO retirement coverage for the period of March 18, 2007, through August 19, 2015, i.e., for the period of time during which he was detailed to the JTTF, was therefore timely. ID at 8-10. We disagree. The applicable regulation, 5 C.F.R. § 842.804(c), requires that a request for an agency determination regarding LEO retirement coverage for a position be5 made “within 6 months after entering the position or after any significant change in the position.” 5 C.F.R. § 842.804(c) (emphasis added). Here, however, the administrative judge found the appellant’s request timely because he filed it within 6 months of August 20, 2016, the date on which he resigned from the agency, which was approximately 1 year after the conclusion of his detail with the JTTF. ID at 8; IAF, Tab 10 at 29, Tab 55 at 4. Thus, the administrative judge misapplied section 842.804(c). The factual record, which is fully developed, indicates that the appellant entered his position with the agency in 2004. IAF, Tab 34 at 9. Thereafter, effective March 18, 2007, he was assigned to a detail with the JTTF. IAF, Tab 18 at 26. This assignment, which was reflected on the appellant’s Standard Form 50, id., altered both his job duties and the type of work that he was performing, IAF, Tab 11 at 4-7, Tab 60 at 163-78. We therefore find that the assignment constituted a “significant change in [his] position” for purposes of 5 C.F.R. § 842.804(c). See Letz v. Department of the Interior , 474 F.3d 1309, 1313 (Fed. Cir. 2007) (explaining that “significant change in position” means a significant change in the type of work or duties of a position). Thus, for his request to have been timely, the appellant needed to have submitted it within 6 months of March 18, 2007, not within 6 months of August 20, 2016. The appellant did not make a formal, written request for LEO retirement coverage within 6 months of March 18, 2007. Section 842.804(c) requires that a request for an agency determination regarding LEO retirement coverage be made “formally and in writing.” Here, the record is devoid of any indication that the appellant filed a written request for LEO retirement benefits within 6 months of March 18, 2007. See 5 C.F.R. § 842.804(c). Indeed, the appellant’s first written request for LEO retirement coverage was not until 2016, nine years after the nature of his position changed. IAF, Tab 18 at 26, Tab 33 at 7-9, Tab 60 at 61-63; see Letz, 474 F.3d at 1312 (explaining that the time limit set forth in section 842.804(c) serves a significant6 policy goal by preventing employees from postponing their appeals for many years thereby creating fiscal uncertainties for agencies).5 The appellant contends that he informed the agency in 2007 that he and other agency JTTF assignees “were performing law enforcement officer work” and that the topic of their potential entitlement to LEO retirement coverage “was a frequent topic at conferences.” PFR File, Tab 3 at 4-5. However, the appellant failed to adduce evidence that any of these interactions occurred in writing, much less constituted a formal request for coverage. See 5 C.F.R. § 842.804(c). Thus, the agency’s general awareness that its JTTF assignees believed that they should qualify for LEO retirement benefits does not satisfy the formality requirements of 5 C.F.R. § 842.804(c). See Bingaman, 127 F.3d at 1441 (explaining that an agency’s alleged awareness that members of a particular group of employees would like LEO retirement coverage does not satisfy the formal, written request requirement under 5 C.F.R. § 842.804(c)). Thus, we conclude that the appellant’s request was untimely. The appellant has not shown good cause for his untimely request. Under 5 C.F.R. § 842.804(c), if an employee does not timely file his request for LEO retirement coverage, “the agency head’s determination that the service was not so covered at the time of the service is presumed to be correct.” However, the provision provides that an appellant may rebut this presumption by showing by a preponderance of the evidence either that (1) he was unaware of his non-LEO status or (2) he was prevented by cause beyond his control from timely requesting that his official status be changed. 5 C.F.R. § 842.804(c). Here, the appellant has not alleged either that he was unaware of his non -LEO status or that circumstances beyond his control prevented him from timely requesting an LEO designation for retirement purposes. See id. Instead, he has contended that the 5 Indeed, as set forth in the initial decision, it is undisputed that the appellant never made LEO retirement contributions under FERS during the period of time for which he seeks LEO retirement coverage. ID at 6; see 5 U.S.C. § 8422(a).7 agency “failed to advise [him] of his right to file an MSPB appeal after he inquired regarding his status.” IAF, Tab 1 at 4. Insofar as both the U.S. Court of Appeals for the Federal Circuit and the Board have found that an agency has no affirmative duty to advise employees in this capacity, this assertion is unavailing. E.g., Bingaman, 127 F.3d at 1442; Doyle v. Department of Veterans Affairs , 80 M.S.P.R. 640, ¶ 8 (1999); Caponio v. Department of the Treasury , 73 M.S.P.R. 671, 678, review dismissed , 124 F.3d 224 (Fed. Cir. 1997). To the extent the administrative judge found otherwise, ID at 9 n.3, her conclusion is incorrect. We vacate the administrative judge’s analysis of whether the appellant met the definition of an LEO. In Bingaman, the Federal Circuit analyzed the interplay between section 842.804(c) and 5 C.F.R. § 842.807(a), which provides that “[t]he final decision of an agency head denying an individual’s request for approval of a position as [a rigorous LEO position] made under § 842.804(c) may be appealed to the Merit Systems Protection Board under procedures prescribed by the Board.” Bingaman, 127 F.3d at 1441. Reading these provisions together, the Federal Circuit concluded that, if an appellant fails to request LEO retirement coverage within 6 months or show good cause for his failure to do so, then the agency’s determination that his position did not qualify for LEO retirement coverage will be deemed conclusive and the Board will not review the merits of that determination. Id.; see 5 C.F.R. §§ 842.804(c), 842.807(a). Because we find that the appellant’s request was untimely and that he failed to show good cause for his untimeliness, we lack jurisdiction over the merits of the agency’s determination; accordingly, we vacate the administrative judge’s analysis of whether the appellant met the statutory definition of an LEO under 5 U.S.C. § 8401(17)(A) and 5 C.F.R. § 842.802. ID at 10-15; see Bingaman, 127 F.3d at 1441. 8 The appellant has failed to meet his burden of proving that he is entitled to receive the benefits he seeks. Accordingly, we reverse the initial decision insofar as the administrative judge found the appellant’s request for a determination regarding LEO retirement coverage timely, and we vacate her analysis of whether the appellant met the definition of an LEO. 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(c) (5 C.F.R. § 1201.113(c)). 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 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.9 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 obtain10 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 11 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). 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: 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 12 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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.13
LaCroix_Bert_I_NY-0842-19-0090-I-1__Final_Order.pdf
2024-07-18
BERT I. LACROIX v. DEPARTMENT OF THE ARMY, MSPB Docket No. NY-0842-19-0090-I-1, July 18, 2024
NY-0842-19-0090-I-1
NP
925
https://www.mspb.gov/decisions/nonprecedential/Smith_ForrestSF-3443-20-0458-I-1__FInal_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD FORREST SMITH, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-3443-20-0458-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Crista Kraics , Esquire, Stafford, Virginia, for the appellant. Aisha Richey , Esquire, Patuxent River, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his reduction in pay appeal for lack of jurisdiction because he failed to establish he suffered a decrease in his basic rate of pay. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). At no point, either below or on review, has the appellant claimed that the agency decreased his basic pay of $28.97 per hour. Initial Appeal File (IAF), Tab 8 at 14; see Defense Civilian Personnel Advisory Service, Federal Wage System Regular and Special Production Facilitating Wage Rate Schedules for U.S. Citizens Wage Employees in Foreign Areas (January 6, 2020) , https://wageandsalary.dcpas.osd.mil/Content/AF%20Schedules/survey-sch/ 900/900R-06Jan2020.html (last visited July 18, 2024). Instead, on petition for review, the appellant argues that the administrative judge mischaracterized case law and erred in holding that the agency is not bound by language in various documents, including his position description, to pay him for 168 hours per pay period while deployed aboard an aircraft carrier. Petition for Review (PFR) File, Tab 1 at 2, 9-10. Thus, the appellant alleges that the agency improperly reduced his deployed pay when it failed to pay him an additional 88 hours, at a rate of $43.46 per hour, for each pay period while he was deployed. Id. at 9-10; IAF, Tab 1 at 6-7. The administrative judge properly applied Shaw v. United States , 640 F.2d 1254 (Ct. Cl. 1981), which explains that “public employment does not . . . give2 rise to a contractual relationship in the conventional sense.”2 Shaw, 640 F.2d at 1260 (quoting Urbina v. United States , 428 F.2d 1280, 1284 (Ct. Cl. 1970)); IAF, Tab 10, Initial Decision (ID) at 5. This principle has also been held by our reviewing court. See Chu v. United States , 773 F.2d 1226, 1228 (Fed. Cir. 1985) (explaining that “absent specific legislation, [F]ederal employees derive benefits and emoluments of their positions from appointment rather than from any contractual or quasi-contractual relationship”); see also Zucker v. United States , 758 F.2d 637, 640 (Fed. Cir. 1985) (finding that Federal employees’ entitlement to retirement benefits derived from statutes and regulations rather than from ordinary contract principles). Here, the appellant plainly uses the doctrines of contract law to argue that the position description obligated the agency to pay him an additional 88 hours per pay period while deployed.3 PFR File, Tab 1 at 9-10. The appellant cites no legal authority to support this assertion, and moreover, the proposition is clearly contrary to existing precedent. See Shaw, 640 F.2d at 1260; Chu, 773 F.2d at 1227-28; Zucker, 758 F.2d at 640. As the appellant did not suffer a reduction in basic pay, but instead, a reduction in overtime pay, a type of premium pay, the appeal was properly dismissed for lack of jurisdiction.4 Mattern v. Department of the Treasury , 2 The decisions of the former U.S. Court of Claims have been adopted by the U.S. Court of Appeals for the Federal Circuit as binding precedent . South Corporation v. United States, 690 F.2d 1368, 1370-71 (Fed. Cir. 1982). 3The appellant on review claims that the agency amended his position description after he filed his appeal to remove the language regarding the deployed shift schedule, which he asserts demonstrates the agency’s admission of error. PFR File, Tab 1 at 10. As we are unpersuaded that the position description obligates the agency to pay the appellant an additional 88 hours per pay period, we find this argument to be unpersuasive. 4 The appellant also argues that the administrative judge misstated the terms and impact of a document signed by the appellant, which allegedly acknowledged that overtime would be kept to a minimum and would be given only when justified and approved. PFR File, Tab 1 at 8. However, the administrative judge never made a finding in reference to the terms or impact of this document. The citation used by the appellant directs us to the administrative judge’s characterization of the agency’s contentions in this matter, not her independent determinations or findings. Id. at 8 n.4; ID at 3. As the document had no bearing on the administrative judge’s findings in this case, we see no3 291 F.3d 1366, 1370 (Fed. Cir. 2002) (stating that loss of premium pay, such as overtime, is not an appealable action to the Board); Riojas v. U.S. Postal Service , 88 M.S.P.R. 230, ¶ 7 (2001) (stating that premium pay is not part of basic pay and loss of such pay is not appealable to the Board); see Wood v. Merit Systems Protection Board , 938 F.2d 1280, 1282 (Fed. Cir. 1991) (rejecting appellant’s claim that she suffered a reduction in pay because her hours were reduced resulting in a decrease in her income). 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. need to address it further. 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 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,5 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 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
Smith_ForrestSF-3443-20-0458-I-1__FInal_Order.pdf
2024-07-18
FORREST SMITH v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-3443-20-0458-I-1, July 18, 2024
SF-3443-20-0458-I-1
NP
926
https://www.mspb.gov/decisions/nonprecedential/Oyedokun_Laura_C_PH-0752-19-0381-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LAURA CLAUDETTE OYEDOKUN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER PH-0752-19-0381-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Laura Claudette Oyedokun , Baltimore, Maryland, pro se. Melissa Mack , Baltimore, Maryland, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to clarify the proper standard for a nonpreference-eligible individual in the excepted service, we AFFIRM the initial decision. BACKGROUND On January 22, 2019, the agency appointed the appellant, a nonpreference eligible, to the excepted service position of General Schedule-07 Dental Assistant. Initial Appeal File (IAF), Tab 6 at 8-9. The appointment was subject to a 1-year probationary period. Id. Effective July 26, 2019, the appellant was terminated during her probationary period based on the charges of unacceptable conduct and failure to follow infection control procedures. IAF, Tab 1 at 8-11. The appellant appealed her termination to the Board. IAF, Tab 1. She did not request a hearing. Id. at 2. The administrative judge informed the appellant that the Board may lack jurisdiction over her termination appeal, set forth the jurisdictional standard applicable to individuals in the competitive service, and ordered her to file evidence or argument on the jurisdictional issue. IAF, Tab 2. The agency moved to dismiss the appeal for lack of jurisdiction. IAF, Tab 6. The appellant did not respond to the jurisdictional order or the agency’s motion. 2 The administrative judge issued an initial decision that dismissed the appeal for lack of jurisdiction. IAF, Tab 7, Initial Decision (ID) at 1. He noted that the acknowledgment order provided the appellant with incorrect jurisdictional notice. ID at 3. He explained that, to be an “employee” in the excepted service with Board appeal rights, the individual must be a preference eligible in the excepted service who has completed 1 year of current continuous service in the same or similar positions; if not a preference eligible, an individual who is not serving a probationary or trial period under an initial appointment pending conversion to the competitive service or who has completed 2 years of current continuous service in the same or similar positions in an Executive agency under other than a temporary appointment limited to 2 years or less.2 ID at 2-3. The administrative judge stated that, as an “excepted probationer,” the appellant was required to prove that she had completed 1 year of current continuous service in the same or similar position in an Executive agency under other than a temporary appointment limited to 1 year or less, and she did not satisfy this burden. Id. He considered whether her prior service met the requirements for tacking and found that it did not. ID at 3-4. The administrative judge therefore concluded that the appellant did not make a nonfrivolous allegation that she was an “employee” under 5 U.S.C. § 7511. ID at 4. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. She asserts that she has years of Federal service in “comparable organization(s)” such as Walter Reed Army Medical Center and Bethesda Naval Hospital. Id. at 5. She indicates that she was employed by the Department of Defense (DOD) on January 31, 2011, and she transitioned to the agency on January 22, 2019. Id. at 7. She also asserts that she was “terminated as a permanent tenured employee while on [Family and Medical Leave Act (FMLA)] leave” after a car crash on her way home from work. Id. at 5-6. In support of her assertions, she provides, among other things, a Standard Form (SF)-50 showing a 2 This is a correct statement of the law. 5 U.S.C. §§ 7511(a)(1)(B), (a)(1)(C). 3 general adjustment on November 7, 2018, and an FMLA Certification of Health Care Provider for Employee’s Serious Health Condition.3 Id. at 12, 14. The agency has responded in opposition to her petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The appellant has not made a nonfrivolous allegation that she is an employee under 5 U.S.C. § 7511(a)(1)(C). Only an “employee,” as defined under 5 U.S.C. chapter 75, can appeal an adverse action to the Board. Winns v. U.S. Postal Service , 124 M.S.P.R. 113, ¶ 8 (2017), aff’d sub. nom. Williams v. Merit Systems Protection Board , 892 F.3d 1156 (Fed. Cir. 2018); see 5 U.S.C. §§ 7511(a)(1), 7513(d). In analyzing whether the appellant nonfrivolously alleged that she was an “employee” under 5 U.S.C. § 7511(a)(1), the administrative judge correctly identified the different standards for a preference eligible and a nonpreference eligible in the excepted service, but he did not make a finding as to her status. ID at 2-3. However, he concluded that, as an individual in the excepted service, the appellant was required to establish that she had completed 1 year of current continuous service in the same or similar positions in an Executive agency under other than a temporary appointment limited to 1 year or less, and she did not do so. ID at 3. The administrative judge’s analysis appears to conflate the language in 5 U.S.C. § 7511(a)(1)(B) for a preference-eligible individual with 5 U.S.C. § 7511(a)(1) 3 The appellant did not make arguments implicating the FMLA or provide such evidence below. Generally, 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). In addition, 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). However, the appellant’s arguments and evidence may relate to the issue of jurisdiction, and the issue of the Board’s jurisdiction is always before the Board and may be raised at any time. Ney v. Department of Commerce , 115 M.S.P.R. 204, ¶ 7 (2010). Thus, we considered the appellant’s submissions on review. Because the agency did not have an opportunity to respond to such arguments and evidence below, we also considered the agency’s response and documentation submitted on review. 4 (C) for a nonpreference-eligible individual. Because the appellant does not allege, nor does the record show, that she is a preference eligible, it was incorrect for the administrative judge to rely in any way on the standard in 5 U.S.C. § 7511(a)(1)(B). Nonetheless, because the administrative judge accurately identified in the initial decision how the appellant can meet her jurisdictional burden under 5 U.S.C. § 7511(a)(1)(C), he has essentially cured his error. Easterling v. U.S. Postal Service , 110 M.S.P.R. 41, ¶ 11 (2008); Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984). As a nonpreference eligible in the excepted service, the appellant may appeal her termination to the Board if she qualifies as an “employee” under 5 U.S.C. § 7511(a)(1)(C). Martinez v. Department of Homeland Security, 118 M.S.P.R. 154, ¶ 5 (2012). An “employee” under 5 U.S.C. § 7511(a) (1)(C)(i)-(ii) is defined as an individual in the excepted service (other than a preference eligible) “who is not serving a probationary or trial period under an initial appointment pending conversion to the competitive service” or “who has completed 2 years of current continuous service in the same or similar positions in an Executive agency under other than a temporary appointment limited to 2 years or less.” Martinez, 118 M.S.P.R. 154, ¶ 5. The Board has jurisdiction if either section 7511(a)(1)(C)(i) or (ii) is satisfied. Id. The appellant does not allege, and there is nothing in the record to suggest, that hers was an initial appointment pending conversion to the competitive service. Therefore, subsection 7511(a)(1)(C)(i) does not apply. See Van Wersch v. Department of Health and Human Services , 197 F.3d 1144, 1150 n.6 (Fed. Cir. 1999); Forest v. Merit Systems Protection Board , 47 F.3d 409, 411-12 (Fed. Cir. 1995). Therefore, the only question is whether she has completed 2 years of current continuous service in the same or similar positions in an Executive agency under other than a temporary appointment limited to 2 years or less. Current continuous service or employment means a period of employment or service that immediately precedes the action at issue without a break in service of a workday.5 Maibaum v. Department of Veterans Affairs , 116 M.S.P.R. 234, ¶ 14 (2011); Beets v. Department of Homeland Security , 98 M.S.P.R. 451, ¶ 7 (2005); 5 C.F.R. § 752.402(b). The administrative judge considered whether the appellant’s prior service met the requirements for tacking under subsection 7511(a)(1)(C)(ii). ID at 4. He noted that he provided the appellant with an opportunity to submit evidence on this issue, which she failed to do. Id. The appellant asserts on review that she entered Federal service with DOD on January 31, 2011, and transitioned to the agency on January 22, 2019. PFR File, Tab 1 at 7. With its response, the agency includes SF-50s showing that the appellant was employed as a DOD Dental Assistant from January 31, 2011, to March 2, 2018, when she resigned from her position, and that she was employed as an agency Dental Assistant from January 22, 2019, to July 26, 2019, when she was terminated from her position.4 PFR File, Tab 3 at 9, 11-13, 18-20. Because the appellant does not allege, nor does the record show, that she completed 2 years of service in an agency position, she can establish jurisdiction under subsection 7511(a)(1)(C)(ii) only if her DOD prior service can be counted toward the current continuous service requirement. The appellant’s appointment as an agency Dental Assistant was preceded by a break in service of more than a workday. PFR File, Tab 3 at 18-19. Therefore, the appellant has not made a nonfrivolous allegation that she satisfied the requirements of 5 U.S.C. § 7511(a)(1)(C)(ii). For the reasons stated above, we find that the appellant has not made a nonfrivolous allegation that she was an “employee” under 5 U.S.C. § 7511(a)(1) (C)(i) or (ii). The appellant’s remaining arguments are immaterial to the jurisdictional issue. The appellant asserts that the agency violated 29 C.F.R. § 825.220, which prohibits interference with an employee’s rights under the FMLA. PFR File, 4 We have considered this evidence because it is largely consistent with the appellant’s allegations.6 Tab 1 at 5. The Board will adjudicate an FMLA claim only in connection with an otherwise appealable action that is related to leave. Lua v. U.S. Postal Service , 87 M.S.P.R. 647, ¶ 12 (2001). Such circumstances are not present here. We find that the appellant’s receipt of FMLA leave has no bearing on whether she has made a nonfrivolous allegation of jurisdiction over this matter. The appellant also raises arguments that pertain to the merits of the termination decision rather than the Board’s jurisdiction over the appeal. PFR File, Tab 1. Any such arguments provide no basis to disturb the initial decision. See Yakupzack v. Department of Agriculture , 10 M.S.P.R. 180, 182 (1982) (stating that the Board’s review of probationary terminations does not include a review of the merits of the termination action); Kellum v. Veterans Administration , 2 M.S.P.R. 65, 67 (1980) (finding that the sufficiency and propriety of the agency’s misconduct allegations concern substantive issues that are immaterial to the appeal, unless the Board has jurisdiction over the probationary termination). Thus, we affirm the initial decision as modified herein. 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 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The8 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file9 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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, 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
Oyedokun_Laura_C_PH-0752-19-0381-I-1__Final_Order.pdf
2024-07-18
LAURA CLAUDETTE OYEDOKUN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. PH-0752-19-0381-I-1, July 18, 2024
PH-0752-19-0381-I-1
NP
927
https://www.mspb.gov/decisions/nonprecedential/Schultz_Timothy_M_CH-3330-17-0162-P-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY M. SCHULTZ, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-3330-17-0162-P-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christopher C. Fry , Esquire, Dubuque, Iowa, for the appellant. Gina M. Ozelie , Milwaukee, Wisconsin, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the addendum initial decision, which denied his request for damages. On petition for review, the appellant challenges the administrative judge’s determination that he was not 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). entitled to lost wages and benefits. Petition for Review File, Tab 1. 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 addendum initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Schultz_Timothy_M_CH-3330-17-0162-P-1__Final_Order.pdf
2024-07-18
TIMOTHY M. SCHULTZ v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-3330-17-0162-P-1, July 18, 2024
CH-3330-17-0162-P-1
NP
928
https://www.mspb.gov/decisions/nonprecedential/Wilson_Randall_E_CH-0714-19-0113-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RANDALL E. WILSON, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-0714-19-0113-I-1 DATE: July 18, 2024 THIS ORDER IS NONPRECEDENTIAL1 Randall E. Wilson , Decatur, Illinois, pro se. Erin E. Milligan , Esquire, St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed an untimely petition for review of the initial decision, which dismissed his removal appeal as untimely filed with no showing of good cause for the delay. For the reasons discussed below, we DISMISS the petition for review as untimely filed, but REOPEN the appeal on our own 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). pursuant to 5 C.F.R. § 1201.118, VACATE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND Effective September 24, 2018, the agency removed the appellant pursuant to the authority set forth in the Department of Veterans Affairs Accountability and Whistleblower Protection Act of 2017 (VA Accountability Act), Pub. L. No. 115-41, § 202(a), 131 Stat. 862, 869-73 (2017) (codified as amended at 38 U.S.C. § 714), from his Housekeeping Aid position with the agency’s Environmental Management Service. Initial Appeal File (IAF), Tab 1 at 7, 11. In its decision letter, the agency informed the appellant of his options in seeking review of the action, including filing a Board appeal, seeking corrective action from the Office of Special Counsel, filing a grievance, or filing a discrimination complaint with the agency’s Office of Resolution Management (ORM). Id. at 7-9. The decision letter notified the appellant of the 10-business-day deadline for filing a Board appeal, as well as the 45-calendar-day deadline for contacting ORM, and stated that “[w]hichever is filed first . . . shall be considered an election by you to proceed under that appeal process.” Id. at 8-9. On October 10, 2018, the appellant filed a formal equal employment opportunity (EEO) complaint with ORM alleging that his removal was based on race and sex discrimination. Id. at 16. Thereafter, he filed a December 3, 2018 Board appeal also challenging his removal and referencing his EEO complaint. Id. at 2, 20, 22. The administrative judge ordered the agency to submit, within 20 days of the date of the order, a statement regarding whether the appellant had filed a formal complaint of discrimination on the action being appealed, as well as the current status of the complaint if one had been filed. IAF, Tab 2 at 6, 8. In addition, the administrative judge informed the appellant that there was a2 question as to whether he had filed his appeal within the 10-business-day time limit required by 38 U.S.C. § 714(c)(4)(B) and ordered him to show that he had timely filed his appeal or there was a basis to accept his late-filed appeal. IAF, Tab 4 at 1-4. The administrative judge also ordered the agency to file any evidence and argument it had on the timeliness issue. Id. at 4. After both the appellant and the agency did not respond to the orders, the administrative judge dismissed the appeal as untimely filed with no showing of good cause for the delay. IAF, Tab 6, Initial Decision (ID) at 1, 4. The administrative judge found that the appellant did not file his appeal within the 10-business-day time limit set forth at 38 U.S.C. § 714(c)(4)(B). ID at 3. He further found that the appellant offered no excuse for the delay and made no showing of due diligence, noting that any inexperience with legal matters or unfamiliarity with Board procedures did not warrant a waiver of the time limit. ID at 3. The appellant has filed an untimely petition for review, to which the agency has not responded. Petition for Review (PFR) File, Tab 1. The Office of the Clerk of the Board advised the appellant that his petition for review was untimely and provided him with an opportunity to request that his petition be accepted as timely or show good cause for his delay. PFR File, Tab 2 at 2. Neither party responded to the Clerk’s Office. ANALYSIS We dismiss the petition for review as untimely filed with no showing of good cause for the delay. Generally, a petition for review must be filed within 35 days after the date of issuance of the initial decision or, if the petitioner shows that he received the initial decision more than 5 days after the date of issuance, within 30 days after the date he received the initial decision. 5 C.F.R. § 1201.114(e). Here, the administrative judge informed the appellant that the initial decision would become final on April 4, 2019, unless a petition for review was filed by that date. ID at 4. The appellant filed his petition for review on September 18, 2019, over3 5 months late.2 Petition for Review (PFR) File, Tab 1 at 10. Although the Acting Clerk of the Board afforded the appellant an opportunity to show that his petition for review was timely filed or that good cause existed for the late filing, PFR File, Tab 2, the appellant did not respond to the Acting Clerk’s notice. The Board may waive the time limit for filing a petition for review upon a showing of good cause for the untimely filing. 5 C.F.R. § 1201.114(g). To establish good cause, the appellant must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Palermo v. Department of the Navy , 120 M.S.P.R. 694, ¶ 4 (2014). To determine whether an appellant has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limit or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Id. The appellant’s arguments on review regarding the merits of his removal, PFR File, Tab 1 at 3, are not relevant to the timeliness of his petition for review, see Marasco v. U.S. Postal Service , 66 M.S.P.R. 555, 558 (1995). Moreover, his claim that his attorney “quit the case,” PFR File, Tab 1 at 3, does not establish good cause for the filing delay, see Lawson v. Department of Homeland Security , 102 M.S.P.R. 185, ¶ 6 (2006); Huskins v. U.S. Postal Service , 100 M.S.P.R. 664, ¶ 6 (2006). Although the appellant asserts that his “mail” was sent to the wrong address, PFR File, Tab 1 at 3, it is not clear whether he is referring to the 2 On September 18, 2019, the appellant mailed his petition for review to the Board’s Central Regional Office, which then forwarded it to the Office of the Clerk of the Board. Petition for Review File, Tab 1 at 1, 10. A pleading submitted by mail generally is considered to be filed on the postmark date, 5 C.F.R. § 1201.4(l), even when it is submitted to the wrong Board office, Branch v. Department of the Army , 110 M.S.P.R. 663, ¶¶ 6-7 (2009). Thus, we find that September 18, 2019, is the filing date of the appellant’s petition for review.4 agency’s decision notice or the Board’s initial decision.3 In any event, the certificate of service attached to the initial decision, IAF, Tab 7, shows that it was sent by mail to his address of record, IAF, Tab 1 at 1, which is also the same return address identified in his petition for review, PFR File, Tab 1 at 2, 10. Although the appellant’s pro se status weighs in favor of finding good cause, this factor is outweighed by the remaining factors. See Allen v. Office of Personnel Management , 97 M.S.P.R. 665, ¶¶ 8, 10 (2004). Moreover, the length of the appellant’s 5-month filing delay is significant. See Summerset v. Department of the Navy , 100 M.S.P.R. 292, ¶ 7 (2005) (finding a 33-day filing delay significant). In addition, the appellant has not presented any evidence of circumstances beyond his control or of unavoidable casualty or misfortune that prevented him from timely filing a petition for review. Therefore, under the circumstances of this appeal, including the appellant’s failure to respond to the Office of the Clerk of the Board’s notice, we find that the appellant has failed to demonstrate due diligence or ordinary prudence that would establish good cause for his untimely filing. See Cabarloc v. Department of Veterans Affairs , 112 M.S.P.R. 453, ¶¶ 9-11 (2009) (dismissing the pro se appellant’s petition for review as untimely filed with no good cause shown for the 10-day delay when he failed to respond to the Clerk’s notice regarding timeliness). We reopen the appeal on our own motion, vacate the initial decision, and remand the appeal for further adjudication consistent with this Remand Order. Parties who appear before the Board are expected to adhere to filing deadlines, and ordinarily, the Board will not reopen an appeal to cure the untimeliness of a petition for review. Gordon-Cureton v. U.S. Postal Service , 107 M.S.P.R. 79, ¶ 11 (2007). Still, the Board will not turn a blind eye to clear and material errors that have prejudiced a party’s rights. Id. Notwithstanding the untimeliness of a petition for review, the Board has the discretion to reopen an 3 The appellant has not alleged on review that he received the initial decision more than 5 calendar days after the February 28, 2019 date of its issuance. See ID at 1. Thus, he has not alleged or shown that he filed a timely petition for review.5 appeal under 5 C.F.R. § 1201.118 to prevent a manifest injustice when an error implicates a party’s basic procedural rights. Id. Moreover, the Board recognizes that reopening and reconsideration may be appropriate when there is clear and material legal error, such as a conflict between the holding of the decision and a controlling precedent, either because of oversight or a change in the controlling law. McCarthy v. Merit Systems Protection Board , 809 F.3d 1365, 1372-73 (Fed. Cir. 2016); Beck v. General Services Administration , 86 M.S.P.R. 489, 494 (2000). Here, as discussed below, the administrative judge did not have the benefit of the Board’s decision in Wilson v. Department of Veterans Affairs , 2022 MSPB 7, which clarified the application of the 10-business-day time limit set forth at 38 U.S.C. § 714(c)(4)(B). ID at 3. Under Wilson, the appeal was not untimely filed. We therefore find it appropriate to reopen this appeal. See Gordon-Cureton, 107 M.S.P.R. 79, ¶ 11. As set forth above, the agency took the instant action under the VA Accountability Act, which permits an employee to appeal a removal to the Board “not later than 10 business days after the date of” the action. 38 U.S.C. § 714(c)(4)(B). Because the agency effected the removal on September 24, 2018, an appeal under section 714(c)(4)(B) would have been due on or about October 9, 2018.4 Thus, the appellant’s December 3, 2018 Board appeal would be nearly 2 months untimely filed under the time limit set forth at section 714(c)(4)(B). Nevertheless, section 714 is silent as to the procedures and filing times for a Board appeal in which, as here, an appellant seeks review of a matter within the Board’s appellate jurisdiction and also raises a claim of discrimination or retaliation in violation of EEO statutes, known as a mixed case. Wilson v. Department of Veterans Affairs , 2022 MSPB 7, ¶¶ 12, 17. An appellant has two options when filing a mixed case: (1) he may initially file a mixed-case EEO complaint with his employing agency followed by an appeal to the Board; or 4 In calculating this deadline, we note that October 8, 2018, the second Monday in October, was designated a legal public holiday. 5 U.S.C. § 6103(a).6 (2) he may file a mixed-case appeal with the Board and raise his discrimination claims in connection with that appeal. Id., ¶ 13. An employee may file either a mixed-case complaint or a mixed-case appeal, but not both, and whichever is filed first is deemed an election to proceed in that forum. Id. Under 5 U.S.C. § 7702(a)(2), an employee may file an EEO complaint in a mixed case, which an agency “shall resolve . . . within 120 days.” If the agency fails to issue a final decision within 120 days, the employee’s right to file a Board appeal vests and he may appeal to the Board “at any time” thereafter. 5 U.S.C. § 7702(a)(2), (e)(2); Wilson, 2022 MSPB 7, ¶ 13 ; 5 C.F.R. §§ 1201.151(a)(1), 1201.154(b)(2); 29 C.F.R. § 1614.302(d)(1)(i). In Wilson, 2022 MSPB 7, ¶ 19, which was issued after the initial decision in this case, the Board held that if an appealable action is taken under 38 U.S.C. § 714 against a “covered individual,” like the appellant, and such individual has first filed a formal discrimination complaint with the agency from such action, the time limit at 5 U.S.C. § 7702(e)(2) applies to any Board appeal if the agency has not issued a decision within 120 days. Here, the appellant filed a formal discrimination complaint with the agency on October 10, 2018, before he filed his December 3, 2018 Board appeal. IAF, Tab 1 at 16, 22. Thus, he elected to first proceed through the EEO complaint process before exercising his right to file a Board appeal, and the procedures and time limits of 5 U.S.C. § 7702(e)(2) and 5 C.F.R. § 1201.154(a)-(b) apply in this case. See Wilson, 2022 MSPB 7, ¶ 25; see also Lang v. Merit Systems Protection Board, 219 F.3d 1345, 1347 (Fed. Cir. 2000); Augustine v. Department of Justice , 100 M.S.P.R. 156, ¶ 7 (2005). Under 5 C.F.R. § 1201.154(b)(2), if an appellant has timely filed a formal complaint of discrimination with his agency, and the agency has not resolved the matter or issued a final decision on the formal complaint with 120 days, he may appeal the matter directly to the Board at any time after the expiration of 120 calendar days. An appeal that would initially be considered prematurely filed7 before the 120-day mark may later be found by the Board to be timely filed upon the expiration of the 120 days. Augustine, 100 M.S.P.R. 156, ¶¶ 9, 11; see 5 C.F.R. § 1201.154(c); see also Wooten v. Department of Veterans Affairs, 96 M.S.P.R. 671, ¶ 9 (2004) (“The Board’s practice is to adjudicate an appeal that was premature when filed but becomes timely while pending before the Board.”). There is no indication that the agency dismissed the appellant’s complaint of discrimination as untimely filed. Rather, the agency accepted it for investigation. IAF, Tab 1 at 16. In any event, it appears that the appellant timely filed his formal complaint of discrimination within 15 days of receiving notice of his right to do so. See 29 C.F.R. § 1614.106(b); IAF, Tab 1 at 16. Thus, there is no basis for finding that the time limit set forth at 5 C.F.R. § 1201.154(b) does not apply because of an untimely filed discrimination complaint. See McCoy v. U.S. Postal Service , 108 M.S.P.R. 160, ¶ 11 (2008); Green v. Department of the Interior, 72 M.S.P.R. 667, 671 (1996); see also Moore v. U.S. Postal Service , 91 M.S.P.R. 277, ¶ 8 (2002) (holding that the Board may not dismiss an appeal as untimely filed under section 1201.154 based on the untimeliness of a formal EEO complaint absent evidence of either a final agency decision dismissing the EEO complaint as untimely that was not appealed to the Equal Employment Opportunity Commission (EEOC), or a decision by the EEOC dismissing the complaint as untimely). Having found that the appellant timely filed a formal discrimination complaint with the agency, his Board appeal, in turn, was filed before 120 days elapsed from the date he filed his discrimination complaint.5 Under these circumstances, the appeal should have been dismissed without prejudice as prematurely filed. See Williams v. Department of the Army , 59 M.S.P.R. 477, 479-80 (1993). Because the 120-day period has now elapsed, however, and there is no indication that the agency has issued a final decision on the appellant’s 5 As set forth above, although the administrative judge ordered the agency to submit information regarding the status of any formal discrimination complaint filed by the appellant and any evidence regarding the timeliness issue, it did not do so. 8 formal discrimination complaint, we find that the appeal is currently ripe for adjudication and that remand is appropriate. See Williams, 59 M.S.P.R. at 480; see also Kozak v. Department of Health and Human Services , 90 M.S.P.R. 398, ¶ 7 (2001); Johnson v. U.S. Postal Service , 76 M.S.P.R. 289, 292 (1997); Shalwala v. Small Business Administration , 70 M.S.P.R. 168, 171 (1996). On remand, therefore, the administrative judge shall adjudicate the merits of the appeal. After the agency removed the appellant, the Board and the U.S. Court of Appeals for the Federal Circuit (Federal Circuit) issued decisions interpreting the VA Accountability Act. For example, the court determined that although the Board reviews the agency’s action to determine if it is supported by substantial evidence pursuant to 5 U.S.C. § 714(d), the deciding official must determine whether the agency proved the misconduct underlying its action by preponderant evidence. Rodgriguez v. Department of Veterans Affairs , 8 F.4th 1290, 1296-1301 (Fed. Cir. 2021). The Board reviews an agency’s improper application of the substantial evidence standard to determine if the error was harmful. Semenov v. Department of Veterans Affairs , 2023 MSPB 16, ¶¶ 21-24. As another example, the court and the Board have both held that although the Board cannot mitigate the penalty pursuant to 38 U.S.C. § 714(d), it still reviews the penalty to determine whether the agency proved by substantial evidence that the deciding official properly considered the relevant factors under Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), and whether the agency’s penalty was reasonable, Rodriguez, 8 F.4th at 1301-03; Semenov, 2023 MSPB 16, ¶¶ 45-50. If not, the Board will remand the appellant’s removal to the agency for a new decision. Semenov, 2023 MSPB 16, ¶ 50. This case law applies to this appeal. See id., ¶ 22 (finding that the holding in Rodriguez applies to all pending cases, regardless of when the events at issue took place). However, it was issued after the February 28, 2019 initial decision. Further, the focus of the case below was on the timeliness issue. IAF, Tab 3.9 Therefore, on remand the administrative judge should provide the parties with an opportunity to conduct discovery regarding the merits of the appeal, including any potential harmful error or penalty issues, before holding the appellant’s requested hearing. IAF, Tab 1 at 1. ORDER For the above reasons, we vacate the initial decision and 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.10
Wilson_Randall_E_CH-0714-19-0113-I-1__Remand_Order.pdf
2024-07-18
RANDALL E. WILSON v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-0714-19-0113-I-1, July 18, 2024
CH-0714-19-0113-I-1
NP
929
https://www.mspb.gov/decisions/nonprecedential/Borges-Borges_Nelson_AT-0752-21-0178-I-4__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD NELSON BORGES-BORGES, Appellant, v. EQUAL EMPLOYMENT OPPORTUNITY COMMISSION, Agency.DOCKET NUMBER AT-0752-21-0178-I-4 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael S. Corona , Esquire, Trujillo Alto, Puerto Rico, for the appellant. Anabia Hasan , Esquire, Lindsay Sfekas , Esquire, and Maneesh Varma , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed his removal. On petition for review, the appellant disagrees with the administrative judge’s determination that the agency proved one of its 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). specifications of its charge but does not challenge the administrative judge’s determination that the agency proved the other specification. He disputes the finding that the penalty of removal was within the bounds of reasonableness. He also argues that the administrative judge abused his discretion by exhibiting bias and allowing hearsay testimony. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 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 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 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.6
Borges-Borges_Nelson_AT-0752-21-0178-I-4__Final_Order.pdf
2024-07-18
null
AT-0752-21-0178-I-4
NP
930
https://www.mspb.gov/decisions/nonprecedential/Ford_Bettie_M_DC-0831-16-0647-B-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD BETTIE M. FORD, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-16-0647-B-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kenneth Oscar Ford , Bryans Road, Maryland, for the appellant. Karla W. Yeakle , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed the final decision of the Office of Personnel Management (OPM) denying her request for a full Civil Service Retirement System survivor annuity. On petition for review, the appellant argues that she requires the original Standard 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). Form 2801-2 (SF-2801-2), which OPM did not provide, for an analysis of the signature by a handwriting expert. She indicates that only a handwriting expert can determine whether the signature on the SF-2801-2 is valid. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 4 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.6
Ford_Bettie_M_DC-0831-16-0647-B-1__Final_Order.pdf
2024-07-18
BETTIE M. FORD v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-16-0647-B-1, July 18, 2024
DC-0831-16-0647-B-1
NP
931
https://www.mspb.gov/decisions/nonprecedential/Hall_Timothy_H_SF-831E-19-0729-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY H. HALL, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-831E-19-0729-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Timothy H. Hall , Stockton, California, pro se. Trina Janifer , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his Civil Service Retirement System (CSRS) disability 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 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 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 record in this appeal is sparse. However, based on the parties’ pleadings and the extant documentary evidence, the following facts appear to be true. The appellant was employed with the Department of the Navy and covered under CSRS. Initial Appeal File (IAF), Tab 3 at 2, Tab 9 at 8. He sustained a compensable injury and, in 1986, began receiving workers’ compensation benefits.2 IAF, Tab 3 at 2. The appellant remains on the workers’ compensation rolls, but the record does not reflect whether or when he was ever separated from service. Id. At some point, the appellant filed an application for disability retirement, but on December 19, 1991, OPM issued a final decision denying the application on the basis that the appellant lacked 5 years of creditable service. IAF, Tab 9 at 8. The appellant filed a Board appeal, and on March 4, 1992, the administrative judge issued an initial decision dismissing the appeal as withdrawn. Hall v. Office of Personnel Management , MSPB Docket No. 2 It would appear that the Office of Workers’ Compensation Programs found the appellant to be totally disabled, but the record is not clear on this point.2 SF-831E-92-0412-I-1, Initial Decision (0412 ID) at 1-2 (Mar. 4, 1992); IAF, Tab 9 at 11-12. It appears that the appellant appealed to the U.S. Court of Appeals for the Federal Circuit, but the record does not reflect the disposition of that action. IAF, Tab 9 at 7. On July 15, 2010, the appellant again contacted OPM concerning his disability retirement. Id. OPM issued a reply letter dated September 20, 2012, notifying the appellant that “all due process [had] been exhausted” with regard to his disability retirement claim, and that any further inquiries must be directed to the Board. Id. The appellant claims not to have received this letter until he contacted OPM again some 7 years later. IAF, Tab 3 at 1-2. Specifically, in the summer of 2019, the appellant contacted OPM to renew his pursuit of disability retirement benefits. Id. at 1. On August 26, 2019, OPM responded by referring the appellant to its September 20, 2012 letter. IAF, Tab 1 at 9. On September 25, 2019, the appellant filed the instant appeal, indicating that he was appealing a denial of disability retirement benefits dated September 20, 2012. Id. at 2-3, 12. The administrative judge issued an acknowledgment order, informing the appellant that the Board may lack jurisdiction over his appeal if OPM has not issued a final decision. IAF, Tab 2 at 2. The administrative judge also notified the appellant that his appeal appeared to be untimely, and she apprised him of the Board’s timeliness and good cause standards. Id. at 3-4. She ordered the parties to file evidence and argument on these issues. Id. at 2-6. After the parties responded, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction or alternatively as res judicata. IAF, Tab 10, Initial Decision (ID). She did not reach the timeliness issue. ID at 10 n.1. The appellant filed a petition for review, stating that he filed the instant appeal based on incorrect instructions from OPM, and that he “should be able to close this appeal” and reapply for disability retirement. Petition for Review (PFR) File, Tab 1 at 1. The Clerk of the Board issued an order, inquiring whether3 the appellant wished to withdraw his petition for review. PFR File, Tab 3. The appellant responded that he does not wish to withdraw his petition for review, and that he only wants to know whether a withdrawal would enable him to file a new application for disability retirement. PFR File, Tab 4. OPM has not filed a response. ANALYSIS The Board’s jurisdiction to adjudicate CSRS appeals derives from statute: “[A]n administrative action or order affecting the rights or interests of an individual or of the United States under this subchapter may be appealed to the Merit Systems Protection Board under procedures prescribed by the Board.” 5 U.S.C. § 8347(d)(1). For purposes of CSRS disability retirement, the Board has jurisdiction over final decisions issued by OPM under 5 C.F.R. § 831.109(f). See Watson v Office of Personnel Management , 50 M.S.P.R. 546, 548 (1991); 5 C.F.R. § 831.110. In this case, we agree with the administrative judge that OPM’s September 20, 2012 letter does not constitute an appealable “final decision” within the meaning of 5 C.F.R. § 831.109(f). ID at 4-5; see Muyco v. Office of Personnel Management , 104 M.S.P.R. 557, ¶ 11 (2007). It is not styled as such, it does not purport to constitute a ruling on any application, it contains no substantive discussion of the appellant’s claim, and it does not contain any notice of appeal rights. IAF, Tab 9 at 15; cf. 5 C.F.R. § 831.109(c), (f) (setting forth the requirements for an OPM final decision). Underscoring the fact that the letter itself does not constitute a final decision is its reference back to the final decision issued on December 19, 1991. IAF, Tab 9 at 8, 15. For these same reasons, we find that the August 26, 2019 letter does not constitute an appealable final decision. IAF, Tab 1 at 9. In light of this determination, we do not reach the administrative judge’s alternative finding that, if either of these letters constituted4 a new final decision within the Board’s jurisdiction, the appeal would be barred as res judicata. ID at 5. However, to the extent that the appellant is attempting to contest OPM’s December 19, 1991 final decision, we find that this matter is 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, 337 (1995). Res judicata 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. We find that all three elements are satisfied with respect to OPM’s December 19, 1991 denial of the appellant’s disability retirement application. As the administrative judge in that appeal correctly found, the Board had jurisdiction under 5 U.S.C. § 8347(d). 0412 ID at 1; IAF, Tab 9 at 11. The appellant’s withdrawal of that appeal was tantamount to a judgment on the merits, and the same parties and the same cause of action are at issue. See Brown v. Department of the Navy , 102 M.S.P.R. 377, ¶ 10 (2006) (treating a dismissal as withdrawn as a final judgment on the merits for purposes of res judicata); Frias v. U.S. Postal Service , 63 M.S.P.R. 276, 280, (stating that, for res judicata purposes, a cause of action is the set of facts which gives an appellant the right to seek relief from an agency), aff’d, 43 F.3d 1486 (Fed. Cir. 1994) (Table). Based on his pleadings, it appears that the appellant is not requesting that the Board reopen his prior appeal. PFR File, Tab 1 at 1. Nor would the Board be inclined to grant such a request because its authority to reopen an appeal is limited by the requirement that it be exercised within a reasonable amount of time, which is generally measured in weeks rather than years. See Lauer v. Department of Transportation , 65 M.S.P.R. 224, 226 (1994). Not only have more than 30 years elapsed since the Board issued its final decision, but the appellant5 has not provided any sort of evidence or argument casting doubt on the correctness of the result. He does, however, appear to allege that circumstances have changed so that he is now eligible for disability retirement. In that regard, the appellant states that, regardless of whether he had 5 years of creditable service at the time of his original disability retirement application, as required under 5 U.S.C. § 8337(a), he now satisfies that requirement because he has remained on the Federal employment rolls notwithstanding his receipt of workers’ compensation benefits.3 PFR File, Tab 1 at 1; IAF, Tab 1 at 3, Tab 3 at 2. The record contains insufficient information for us to make any findings on this matter, and in any event, the authority to make such determinations in the first instance belongs to OPM and not the Board. See 5 U.S.C. § 8347(b); Lary v. U.S. Postal Service , 108 M.S.P.R. 145, ¶ 7 (2007); see also 5 U.S.C. § 1205(g) (prohibiting the Board from issuing advisory opinions). However, because the appellant’s previous disability retirement application has already been fully adjudicated, OPM will only make a new determination if the appellant files a new application for disability retirement. See 5 U.S.C. § 8337(a); Muyco, 104 M.S.P.R. 557, ¶ 11 (2007) (“[O]nce OPM has previously issued a final decision on an individual’s entitlement to a CSRS retirement annuity, OPM will not issue another decision unless the individual submits new evidence that establishes actual entitlement to an annuity.”); 5 C.F.R. § 831.104(a). The appellant is not precluded from filing a new disability retirement application with OPM based on a change in his eligibility status since his previous application. See Greenwood v. Office of Personnel Management , 10 M.S.P.R. 88, 90 (1982). Nevertheless, we express no opinion on whether any such application would be timely under 5 U.S.C. § 8337(b) and 5 C.F.R. § 831.1203(a)(5), or whether the appellant now, in fact, meets the disability retirement criteria of 5 U.S.C. § 8337(a) and 5 C.F.R. § 831.1203(a). 3 Under 5 U.S.C. § 8332(f), “credit shall be allowed for leaves of absence without pay granted an employee while performing military service or while receiving [workers’ compensation] benefits under subchapter I of chapter 81 of this title.”6 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.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.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. 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
Hall_Timothy_H_SF-831E-19-0729-I-1__Final_Order.pdf
2024-07-18
TIMOTHY H. HALL v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-831E-19-0729-I-1, July 18, 2024
SF-831E-19-0729-I-1
NP
932
https://www.mspb.gov/decisions/nonprecedential/Karunakaran_ArthurDA-0845-19-0291-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ARTHUR KARUNAKARAN, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-0845-19-0291-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Arthur Karunakaran , Garland, Texas, pro se. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed the appeal of an Office of Personnel Management (OPM) reconsideration decision for failure to prosecute. For the reasons set forth below, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). BACKGROUND On April 19, 2019, the appellant filed a Board appeal challenging an OPM reconsideration decision finding that he had been overpaid in Federal Employees’ Retirement System retirement benefits. Initial Appeal File (IAF), Tab 1 at 3, Tab 4 at 6-7. On June 12, 2019, the administrative judge issued an initial decision dismissing the appeal for failure to prosecute. IAF, Tab 7, Initial Decision (ID) at 2-3. The initial decision informed the appellant that it would become final on July 17, 2019, unless a petition for review was filed by that date. ID at 3. Nearly 9 months later, on April 16, 2020, the appellant filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. On May 1, 2020, the Office of the Clerk of the Board informed the appellant that his petition for review was untimely filed because it was not postmarked or received in its office on or before July 17, 2019. PFR File, Tab 2 at 2. The Clerk’s Office afforded the appellant 15 days to file a motion to accept the petition as timely or waive the time limit for good cause, and provided him with a motion form to complete. Id. The appellant did not respond. The agency moved to dismiss the petition for review as untimely filed. PFR File, Tab 4 at 4. DISCUSSION OF ARGUMENTS ON REVIEW A petition for review generally must be filed within 35 days after the date of the issuance of the initial decision or, if the party filing the petition shows that the initial decision was received more than 5 days after it was issued, within 30 days after the party received the initial decision. Palermo v. Department of the Navy, 120 M.S.P.R. 694, ¶ 3 (2014); 5 C.F.R. § 1201.114(e). The date of a filing submitted by mail is determined by the postmark date. 5 C.F.R. § 1201.4(l).2 As previously noted, the initial decision provided the appellant with notice that July 17, 2019, was the last day on which he could file a petition for review with the Board. ID at 3. The appellant makes no allegation that he did not receive the initial decision or that he received it more than 5 days after it was issued. The appellant’s petition for review was postmarked on April 16, 2020; thus, that is its filing date. PFR File, Tab 1 at 3; see 5 C.F.R. § 1201.4( l). Therefore, it was filed approximately 9 months late. The Board will waive the filing deadline for a petition for review only upon a showing of good cause for the untimely filing. Palermo, 120 M.S.P.R. 694, ¶ 4; 5 C.F.R. § 1201.114(g). The party who submits an untimely petition for review has the burden of establishing good cause for the untimely filing by showing that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Palermo, 120 M.S.P.R. 694, ¶ 4; Alonzo v. Department of the Air Force , 4 M.S.P.R. 180, 184 (1980). To determine whether a party has shown good cause, the Board will consider the length of the delay, the reasonableness of his excuse and the party’s showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Palermo, 120 M.S.P.R. 694, ¶ 4; 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). Notwithstanding the appellant’s pro se status, we find that he has failed to show good cause for a waiver of the filing deadline. His nearly 9-month delay in filing his petition for review is significant. See Wright v. U.S. Postal Service , 93 M.S.P.R. 444, ¶ 6 (2003) (finding an 8-month filing delay significant). Moreover, the appellant did not respond to the Office of the Clerk of the Board’s order to show cause for his untimely filing. To the extent he is alleging that he exercised due diligence when he reached out to several unidentified3 representatives on or around January 19, 2020, and that his petition for review was delayed by his financial difficulties, we are not persuaded that such circumstances excuse his untimely filing. PFR File, Tab 1 at 1-2; see Robinson v. Office of Personnel Management , 85 M.S.P.R. 589, ¶ 5 (2000) (explaining that the appellant’s difficulty in obtaining information to support his case and his asserted financial difficulties did not excuse his untimely filing). 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. Lacy v. Department of the Navy , 78 M.S.P.R. 434, 437 (1998). The notice from the Clerk’s Office informed the appellant that, to establish that an untimely filing was the result of an illness, he must: (1) identify the time period during which he suffered from the illness; (2) submit medical or other evidence showing that he suffered from the alleged illness during that time period; and (3) explain how the illness prevented him from timely filing his appeal or his petition for review. PFR File, Tab 2 at 7 n.1; see Lacy, 78 M.S.P.R. at 437. Here, the appellant does not attribute the untimeliness of his petition for review to a medical condition.2 Even if we were to consider such a claim, the appellant does not satisfy the Lacy standard. Because the appellant has not shown that he acted with due diligence or that there were circumstances beyond his control that affected his ability to timely file his petition for review, we find that he has failed to establish good cause for his untimely filing of his petition. Accordingly, we dismiss the petition for review as untimely filed. 2 The appellant asserts that, because he was out of the country and in poor health, he was unable to “attend court in Dallas.” PFR File, Tab 1 at 1. Such an assertion, which appears to address the appellant’s failure to participate in the proceedings before the administrative judge, is not relevant to the timeliness of the petition for review. See Wright v. Department of the Treasury , 113 M.S.P.R. 124, ¶ 7 (2010) (finding that the appellant’s assertions regarding the merits of a case do not establish good cause for an untimely filed petition for review).4 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 underlying appeal. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.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
Karunakaran_ArthurDA-0845-19-0291-I-1__Final_Order.pdf
2024-07-18
ARTHUR KARUNAKARAN v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-0845-19-0291-I-1, July 18, 2024
DA-0845-19-0291-I-1
NP
933
https://www.mspb.gov/decisions/nonprecedential/Hester_Webster_S_AT-0752-20-0137-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD WEBSTER S. HESTER, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER AT-0752-20-0137-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tamika Sykes , Esquire, Atlanta, Georgia, for the appellant Roderick Eves , Saint Louis, Missouri, for the agency BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed his reduction in grade and pay under 5 U.S.C. chapter 75. 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. Except as expressly MODIFIED below to address an affirmative defense of harmful error or violation of due process, we AFFIRM the initial decision. BACKGROUND In 2018, the appellant became Postmaster at the agency’s Jefferson Post Office in Gainesville, Georgia. Initial Appeal File (IAF), Tab 6 at 84. On January 8, 2019, the appellant and his immediate supervisor were attending a meeting at the Atlanta District Office when the District Human Resources Manager requested to see the appellant. IAF, Tab 26 at 19. The appellant and his supervisor met with the Human Resources Manager, who questioned the appellant about an incident that occurred earlier that day, in which the appellant showed up unannounced to the nearby Dacula Post Office to confront a Rural Carrier Associate (RCA) about rumors she had supposedly been spreading about the appellant’s relationship with a subordinate. IAF, Tab 6 at 46, Tab 26 at 19, 32-33, Tab 27 at 5-6. In light of this incident and another complaint that management had recently received about the appellant’s behavior, his supervisor decided to conduct an investigation. IAF, Tab 26 at 19. On or about January 11, 2019, the appellant’s supervisor paid a site visit to the Jefferson Post Office, interviewed “nearly all the employees” there, and received numerous complaints about the2 appellant’s conduct. IAF, Tab 6 at 68-78, Tab 26 at 20. Several of these employees followed up with written statements. IAF, Tab 6 at 48-67. The agency interviewed the appellant about these allegations on February 6, 2019. Id. at 44-45. Around the time of the initial interviews, the appellant’s supervisor instructed him not to have any contact with Jefferson Post Office employees. IAF, Tab 26 at 7. Nevertheless, on April 3, 2019, the appellant texted a meme about loyalty to the Officer in Charge at the Jefferson Post Office, along with the statement “[y]ou need to remember this because loyalty is everything.” IAF, Tab 6 at 81-82. On April 5, 2019, the appellant’s supervisor interviewed him about this incident as well. Id. at 42-43. On May 23, 2019, the agency proposed the appellant’s removal based on three charges: (1) improper conduct (five specifications), (2) lack of candor (one specification), and (3) failure to follow instructions (one specification). Id. at 27-31. Charge 1 pertained to the January 8, 2019 incident at the Dacula Post Office as well as four other incidents in which the appellant allegedly made inappropriate statements to his subordinates. Id. at 27-28. Charge 2 pertained to the appellant’s alleged admission that he gave untruthful answers during his February 6, 2019 interview. Id. at 28. Charge 3 pertained to the appellant’s alleged violation of the no-contact order by texting the Officer in Charge. Id. at 28-29. After the appellant responded, the deciding official issued a decision sustaining all of the charges and specifications, but mitigating the proposed penalty to a reduction in grade and pay to the position of EAS-17 Supervisor of Customer Service. Id. at 15-19. The appellant filed a Board appeal, contesting the charges and the penalty and raising affirmative defenses of violation of due process and harmful procedural error. IAF, Tab 1 at 4-6, Tab 14 at 6-8, Tab 17 at 1-6. He originally requested a hearing in his appeal, but he later withdrew that request, and the appeal was decided on the written record. IAF, Tab 1 at 2, Tabs 24-25.3 After the record closed, the administrative judge issued an initial decision affirming the agency’s action. IAF, Tab 31, Initial Decision (ID). She sustained all three charges and their underlying specifications, found that the agency established a nexus between the appellant’s misconduct and the efficiency of the service, and upheld the agency’s penalty determination. ID at 3-15. The administrative judge further found that the appellant failed to prove his affirmative defenses. ID at 15-18. The appellant has filed a petition for review, contesting charges 1 and 2 and arguing that the administrative judge failed to consider all of the relevant evidence in arriving at her decision. Petition for Review (PFR) File, Tab 3. The agency has filed a response. PFR File, Tab 5. 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 action may not be sustained if the appellant shows that it was the product of a due process violation or harmful procedural error. 5 U.S.C. § 7701(c)(2)(A); Stephen v. Department of the Air Force , 47 M.S.P.R. 672, 681 (1991); see 5 C.F.R. § 1201.56(b)(2)(i)(C). In this case, the appellant’s petition for review is directed toward the administrative judge’s findings on charges 1 and 2. He does not directly contest her findings on penalty, but the implication of his petition is that the penalty should be mitigated if fewer than all charges are sustained. See Douglas v.4 Veterans Administration , 5 M.S.P.R. 280, 308 (1981) (stating that, when not all of the charges are sustained, the Board will consider carefully whether the sustained charges merited the penalty imposed by the agency). The appellant does not challenge the findings that the administrative judge made on his affirmative defenses. These findings appear to be correct on their face, and we will not revisit them on review. ID at 12, 15-18; see 5 C.F.R. § 1201.115 (stating that the Board normally will consider only issues raised in a timely filed petition or cross petition for review). Nevertheless, the appellant raises a due process argument or harmful error defense in connection with charge 2 that the administrative judge did not address in her initial decision, and which we must therefore address on review. Charge 1: Improper Conduct A charge of “improper conduct” has no specific elements of proof; it is established by proving that the appellant committed the acts alleged in support of the “improper conduct” label. Alvarado v. Department of the Air Force , 103 M.S.P.R. 1, ¶ 22 (2006), aff’d, 626 F. Supp. 2d 1140 (D.N.M. 2009), aff’d, 490 F. App’x 932 (10th Cir. 2012). In this case, the agency charged the appellant with five specifications of improper conduct related to his interactions with craft employees. Under specification 1, the agency alleged as follows: “On January 8, 2019, you went to the Dacula Post Office to confront an employee [an RCA] about statements you alleged she made about you and one of your female employees.” IAF, Tab 6 at 27. The administrative judge sustained this specification, finding that the appellant admitted that he went to this other facility, which was not under his authority, to confront the RCA about rumors that she was supposedly spreading concerning the appellant’s relationship with a female subordinate. ID at 3-5. On petition for review, the appellant argues that the agency failed to identify any law, rule, or regulation prohibiting his actions. PFR File, Tab 3 at 6. He points out that he left the premises once the Dacula Postmaster informed him5 that the RCA declined to speak with him. Id. The appellant also disputes the allegation in the notice of proposed removal that he was angry and the RCA was afraid of him. Id. at 6-7. Not all misconduct for which disciplinary action may be taken is specifically prohibited by statute or regulation. Hatch v. Department of the Air Force, 40 M.S.P.R. 260, 266 (1989). We agree with the administrative judge that it was inappropriate for the appellant to travel unannounced to another Post Office in order to confront a craft employee about a matter that should have been addressed in an orderly fashion through the proper chain of command. This behavior was unprofessional and inherently disruptive to the agency’s operations. Regardless of whether the appellant was visibly angry, whether he left after the RCA declined to speak with him, or whether the RCA was afraid of him, we find that his actions were still improper. Under specification 2, the agency alleged that, on February 5, 2019, the appellant told a subordinate Sales Services and Distribution Associate that he would “mentally and physically kick [her] ass.” IAF, Tab 6 at 27. Specifications 3 through 5 five pertained to similar hostile and profane statements that the appellant allegedly made to three other female subordinates. Id. The administrative judge sustained all of these specifications, finding that the evidence that the agency proffered in support was more credible than the appellant’s denials. ID at 5-9. On petition for review, the appellant argues that the administrative judge should not have sustained specification 2 because the agency was unable to prove that the conduct at issue occurred on February 5, 2019, as alleged. PFR File, Tab 3 at 7. He argues more generally that the administrative judge sustained specifications 2 through 5 based on faulty credibility determinations that she made without considering all of the relevant evidence. Id. at 9-11. Regarding the specific date of the misconduct at issue in specification 2, the date given in the proposal notice is obviously incorrect. February 5, 2019 was6 the date of the email in which the appellant’s subordinate set forth her allegations, not the date that she alleged the underlying misconduct took place. IAF, Tab 6 at 27, 52. Nevertheless, it is well settled that an agency is required to prove only the essence of its charge and need not prove each factual specification supporting the charge. Hicks v. Department of the Treasury , 62 M.S.P.R. 71, 74 (1994), aff’d, 48 F.3d 1235 (Fed. Cir. 1995) (Table). The Board has held that a mistake in stating the date of an incident of misconduct, absent a showing by the appellant that the misstatement constituted harmful procedural error, does not invalidate the charge. Walcott v. U.S. Postal Service , 52 M.S.P.R. 277, 282 (1992); see Hartigan v. Veterans Administration , 39 M.S.P.R. 613, 617-18 (1989). We therefore agree with the administrative judge that the agency was not required to prove the specific date of the alleged misconduct underlying specification 2. ID at 9 n.3. Regarding the administrative judge’s credibility determinations, when, as here, an administrative judge’s findings are not based on the observation of witnesses’ demeanor, the Board is free to reweigh the evidence and substitute its own judgment on credibility issues.2 Haebe v. Department of Justice , 288 F.3d 1288, 1302 (Fed. Cir. 2002). In this case, the agency supported the specific allegations set forth in specifications 2 through 5 with declarations, emails, and unsworn written statements by various employees. IAF, Tab 6 at 49, 52, 55, 62, Tab 26 at 35-43. The agency also submitted a large number of written statements and notes from interviews with various Jefferson Post Office employees, generally characterizing the appellant’s managerial style as harsh, intimidating, and profane. IAF, Tab 6 at 48-78. In rebuttal, the appellant filed a declaration and a copy of his responses to the investigation in which he specifically denied the agency’s allegations, as well as multiple declarations and unsworn written 2 Although we reconsider the relevant evidence here, we note that the administrative judge’s failure to mention all of the evidence of record does not mean that she did not consider it in reaching her decision. See Marques v. Department of Health & Human Services, 22 M.S.P.R. 129, 132 (1984 ), aff’d, 776 F.2d 1062 (Fed. Cir. 1985) (Table). 7 statements from various individuals expressing approval of the appellant’s managerial style and stating that his detractors conspired to have him removed through false allegations.3 IAF, Tab 14 at 24, 37-49, Tab 27 at 26-28, Tab 29 at 22-49. We find that there is nothing internally contradictory or inherently implausible about either the agency’s direct evidence in support of specifications 2-5 or the appellant’s denials. IAF, Tab 6 at 49, 52, 55, 64, 72, 78, Tab 26 at 36-37, 40, 43, Tab 29 at 28-30. We note, however, that the agency failed to support specification 4 with a sworn statement. We find that the interview notes and unsworn written statement that the agency submitted in support of specification 4 are of reduced evidentiary value compared to the appellant’s sworn denial of the same, but that the direct evidence, on the whole, is inconclusive. IAF, Tab 6 at 54-55, 78, Tab 29 at 29; see Social Security Administration v. Whittlesey , 59 M.S.P.R. 684, 692 (1993) (stating that a sworn statement has greater weight than one that is unsworn), aff’d, 39 F.3d 1197 (Fed. Cir. 1994) (Table). We agree with the administrative judge that there is scant evidence that any of these four employees had motive to fabricate their allegations.4 ID at 8; see Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987) (stating that, to resolve credibility issues, the Board will consider, among other things, a witness’s bias or lack of bias). 3 The appellant also submitted evidence related to the Dacula Postmaster’s version of events regarding charge 1, specification 1. IAF, Tab 27 at 20, Tab 29 at 17-21. We find that this evidence is immaterial because, as explained above, the undisputed facts are sufficient to support that specification. 4 As explained below, two of the appellant’s witnesses opined that the Jefferson Post Office turned against the appellant because the employees there were not used to being held accountable and simply did not like being told what to do. However, holding subordinates accountable and directing their performance is a common task among all supervisors in the Civil Service. We find it unlikely that four of the appellant’s subordinates would feel sufficiently motivated by this normal working relationship to make false allegations against the appellant, and that three of the four would be willing to do so under penalty of perjury.8 Regarding the circumstantial evidence, out of the 21 Jefferson Post Office employees whom the appellant’s supervisor interviewed in January 2019, 17 expressed a negative opinion of the appellant’s managerial practices, 3 expressed a positive opinion, and 1 declined to answer. IAF, Tab 6 at 68-78. The complaints about the appellant were remarkably consistent among these employees, with several recurring themes, including that the appellant managed the Post Office with intimidation and bullying tactics, that he was disrespectful, unprofessional, used inappropriate language, and denigrated his subordinates in front of each other, that he fostered a climate of fear which made employees reluctant to speak out due to the possibility of retaliation, and that he played favorites among his subordinates, with RCA 1, a subordinate with whom the appellant was alleged to have an inappropriate personal relationship, being especially favored. Id. at 48-78. Although these statements are unsworn, we agree with the administrative judge that the complaints therein are characteristic of the misconduct alleged in charge 1, specifications 2 through 5. ID at 8. These unsworn statements are also consistent with the sworn statements that the agency submitted in support of its charge. IAF, Tab 26 at 35-43. We have also considered the circumstantial evidence weighing in the appellant’s favor. This includes statements from five other agency employees with whom the appellant has worked at other facilities, as well as the three positive opinions of the appellant’s managerial practices gathered by the appellant’s supervisor during his site visit. We acknowledge that the five statements that the appellant submitted for the record express a favorable view of his managerial style, and that four of these statements were made under the penalty of perjury. IAF, Tab 29 at 40-49. However, we do not find these statements particularly persuasive because none of these individuals worked under the appellant at the Jefferson Post Office during the time period in question. See Hillen, 35 M.S.P.R. at 458 (stating that, to resolve credibility issues, the Board will consider, among other things, the witness’s opportunity and9 capacity to observe the event or act in question). As to the three favorable statements that the appellant’s supervisor collected during his site visit, one was somewhat equivocal and not necessarily inconsistent with the negative statements; this employee acknowledged that the appellant was “rough around the edges,” but offered that he believed that the appellant was basically doing a good job and that his colleagues were being “too sensitive.” IAF, Tab 6 at 74. Therefore, although this statement is generally positive, we do not find that it weighs heavily in the appellant’s favor. Another one of the positive statements was offered by RCA 1, who stated that the appellant treated his subordinates fairly and that they just did not like being held to account. Id. at 57-58, 71. However, based on the large number of consistent statements that the appellant favored RCA 1 over the rest of his subordinates, id. at 48-50, 54-56, 59, 61-63, 65-66, 68, 70-77, we find that the appellant more probably than not showed favoritism to RCA 1, and that her unsworn statements to the contrary are therefore entitled to little weight, see Hillen, 35 M.S.P.R. at 458 (reflecting that to resolve credibility issues, the Board will consider, among other things, a witness’s bias or lack of bias). The most persuasive circumstantial evidence in the appellant’s favor was from a Mail Processing Clerk, who, like RCA 1, stated that the appellant did not show favoritism and his subordinates merely resented being told what to do. IAF, Tab 6 at 74, Tab 27 at 23-25. However, unlike RCA 1, there is no evidence that this Mail Processing Clerk was biased in the appellant’s favor, and she supported her unsworn statements with a declaration under the penalty of perjury. IAF, Tab 29 at 22-25. The Mail Processing Clerk also stated that she overheard three or four employees discuss the need to “keep their stories straight” in order to get the appellant out of the office. IAF, Tab 27 at 22, 24. Although we find little reason to doubt the facts that this Mail Processing Clerk reported or the earnestness of her opinions, we find that her statements are insufficient to outweigh the statements of the other employees. First, we note that her opinion10 of the appellant’s managerial style is inconsistent with the opinions of practically all the other employees at the Jefferson Post Office. See Hillen, 35 M.S.P.R. at 458 (stating that, to resolve credibility issues, the Board will consider, among other things, the contradiction of the witness’s version of events by other evidence or its consistency with other evidence). Second, even if 3 or 4 of the appellant’s subordinates attempted to coordinate their accounts of the appellant’s misconduct, this does not explain the similar opinions expressed by 14 other Jefferson Post Office employees. Nor would it appear that there would have been much opportunity for these individuals to collude in advance of the January 2019 interviews. Therefore, although the Mail Processing Clerk’s statements have some persuasive value, we find that the weight of the evidence supports the agency’s allegation that the misconduct alleged in charge 1, specifications 2 through 5 was characteristic of the appellant’s profane, intimidating, and unprofessional style of management. Further supporting our findings are the appellant’s actions with respect to charge 1, specification 1, which, as explained above, are not in material dispute. This incident provides additional confirmation of the appellant’s pattern of overbearing and unprofessional behavior, as well as his tendency to turn his dissatisfaction with craft employees into a personal matter. For these reasons, having weighed the evidence as a whole, both for and against the agency’s version of events, we agree with the administrative judge that the agency proved charge 1, specifications 2 through 5. Charge 2: Lack of Candor Lack of candor requires proof that: (1) the employee gave incorrect or incomplete information; and (2) he did so knowingly. Fargnoli v. Department of Commerce, 123 M.S.P.R. 330, ¶ 17 (2016). Although lack of candor is distinguishable from falsification because it does not require a showing of an “intent to deceive,” it nonetheless requires that the employee conveyed information knowing that it was incorrect or incomplete. Parkinson v.11 Department of Justice , 815 F.3d 757, 765-66 (Fed. Cir. 2016), aff’d in part and rev’d in part, 874 F.3d 710 (Fed. Cir. 2017) (en banc). In support of its lack of candor charge, the agency stated that, the week following his February 6, 2019 interview, the appellant stated to his supervisor “I want to be straight up with you. I just want you to know I lied to most of the questions you asked me.” When his supervisor asked for an explanation, the appellant “became noticeably upset and began to say, ‘I did not tell you I lied. It was your question . . . ,’” but he failed to complete his thought. IAF, Tab 6 at 28. The administrative judge sustained this charge based on the appellant’s interview answers in which he denied committing the misconduct under charge 1, specifications 2 through 5. ID at 10-11; IAF, Tab 6 at 44-45. On petition for review, the appellant argues that he could not have admitted lack of candor to his supervisor the week after the February 6, 2019 interview because he was out of state on vacation at that time. PFR File, Tab 3 at 7-8. We find that even if we discount the appellant’s alleged admission, the agency proved its lack of candor charge. We agree with the administrative judge that it was sufficient for the agency to show that the appellant denied committing misconduct that was proven to have occurred. ID at 10-11; see Little v. Department of Transportation, 112 M.S.P.R. 224, ¶ 20 (2009) (citing Boyd v. Department of Justice, 14 M.S.P.R. 427, 428-30 (1983), for the principle that when an agency proves an appellant’s underlying misconduct it also proves that he lacked candor when he failed to provide truthful or complete information when questioned about that misconduct). Charge 3: Failure to Follow Instructions To prove a charge of failure to follow instructions, an agency must establish that the appellant: (1) was given proper instructions, and (2) failed to follow the instructions, without regard to whether the failure was intentional or unintentional. Powell v. U.S. Postal Service , 122 M.S.P.R. 60, ¶ 5 (2014). In this case, the agency alleged that, on January 11, 2019, the appellant was given12 explicit instructions not to contact anyone at the Jefferson Post Office, and that the appellant violated these instructions on April 3, 2019, when he sent a text message to the Officer in Charge, exhorting him to remain loyal. IAF, Tab 6 at 29-30. The administrative judge sustained this charge, and the appellant does not challenge the administrative judge’s finding on review. ID at 31. For the reasons explained in the initial decision, we agree with the administrative judge that the agency proved charge 3. We modify the initial decision to find that the appellant did not prove the agency denied him due process or committed harmful procedural error. As to the lack of candor charge, the appellant also argues that the agency failed to identify with specificity the interview answers that it was alleging were inaccurate. PFR File, Tab 3 at 8. We construe this as an affirmative defense of violation of due process. See Howarth v. U.S. Postal Service , 77 M.S.P.R. 1, 3-4 (1997) (stating that due process entails advance notice of an adverse action, with sufficient detail to allow the employee to make an informed reply). The appellant raised this issue below, but the administrative judge did not specifically address it. IAF, Tab 27 at 13. We will therefore address it here. We agree with the appellant that charge 2, itself, does not specifically list the allegedly inaccurate interview answers. However, we find that the essence of charge 2 is readily ascertainable by reading the proposal notice and supporting documents as a whole. See Allen v. U.S. Postal Service , 466 F.3d 1065, 1070 (Fed. Cir. 2006) (explaining that “charged offenses are to be gleaned from the Notice of Proposed Removal as a whole”); Coppola v. U.S. Postal Service , 47 M.S.P.R. 307, 312 (1991) (finding that the notice of proposed removal, together with the evidence available for the appellant’s examination, was sufficient to notify the appellant of the nature of the charges against him). Specifically, charge 2 refers to untruthful statements that the appellant made during his February 6, 2019 interview. IAF, Tab 6 at 28. The notes from that interview, which were only two pages long and available for the appellant’s13 review, show that the appellant denied committing the misconduct alleged under charge 1, specifications 2 through 5. Id. at 31, 44-45. These are obviously the interview answers to which the agency was referring in charge 2, and the appellant posits no alternative interpretation of the charge. Id. at 44-45. Furthermore, the notice of proposed removal specifically informed the appellant that, if he did not understand the reasons for the proposal, he should contact his supervisor, the proposing official. Id. at 31. There is no evidence that the appellant did so.5 For these reasons, we find insufficient evidence to show that the appellant reasonably failed to understand the nature of charge 2 so that he was unable to make a meaningful reply.6 Penalty Because all the agency’s charges are sustained, the Board’s authority to review the penalty is limited. Cantu v. Department of the Treasury , 88 M.S.P.R. 253, ¶ 4 (2001). Specifically, the Board reviews an agency-imposed penalty only to determine if the agency considered all of the relevant factors and exercised management discretion within tolerable limits of reasonableness. Douglas, 5 M.S.P.R. at 306. In determining whether the selected penalty is reasonable, the 5 To determine whether an employee actually failed to understand the charges against him, the Board will consider, among other things, his reply to the notice of proposed removal. See Hunger v. Department of the Interior , 2 M.S.P.R. 107, 108 (1980 ), aff’d sub nom. Colhoff v. Department of the Interior , 641 F.2d 608 (8th Cir. 1981). In this case, it appears that the appellant only replied orally, and there is no relevant evidence of what he said during his reply. IAF, Tab 6 at 15. Because the appellant bears the burden of proving his affirmative defenses, the absence of relevant evidence on this point, if anything, tends to cut slightly against the appellant’s case. See Miller v. Department of Justice , 842 F.3d 1252, 1262 (Fed. Cir. 2016 ); 5 C.F.R. § 1201.56(b)(2) (i)(C). 6 We have also considered the appellant’s argument as an affirmative defense of harmful procedural error. However, as explained above, this charge is established based on the discrepancies between the appellant’s interview statements and the proven misconduct in charge 1, specifications 2 through 5. Therefore, we do not find that the appellant has shown that any defect in the notice of proposed removal likely had an effect on the outcome regarding this charge. See Williams v. U.S. Postal Service , 68 M.S.P.R. 150, 153-54 (1995 ).14 Board gives due deference to the agency’s discretion in exercising its managerial function of maintaining employee discipline and efficiency, recognizing that the Board’s function is not to displace management’s responsibility but to assure that managerial judgment has been properly exercised. Id. at 302. Thus, the Board will disturb an agency’s chosen penalty only if it finds that the agency failed to weigh relevant factors or that the agency’s judgment clearly exceeded the limits of reasonableness. Id. at 306. In this case, the administrative judge considered the deciding official’s declaration and Douglas factors worksheet and concluded that she appropriately considered the relevant factors in arriving at her decision. ID at 13-15; IAF, Tab 3 at 23-26, Tab 26 at 28-30. The administrative judge further found that the deciding official’s ultimate determination to reduce the appellant in grade and pay was reasonable. ID at 14-15. The appellant does not directly challenge the administrative judge’s findings in this regard, and we see no reason to disturb them. See Holliman v. U.S. Postal Service , 75 M.S.P.R. 372 (1997) (finding a four-grade demotion and reassignment to be an appropriate penalty for a Postmaster who engaged in continuing inappropriate behavior involving confrontations with outside contractors and agency employees); Kirkpatrick v. U.S. Postal Service , 74 M.S.P.R. 583, 590 (1997) (stating that supervisors are held to a higher standard of conduct than other employees).15 NOTICE OF APPEAL RIGHTS7 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 7 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.16 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any17 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’s18 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. 19 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
Hester_Webster_S_AT-0752-20-0137-I-1__Final_Order.pdf
2024-07-18
WEBSTER S. HESTER v. UNITED STATES POSTAL SERVICE, MSPB Docket No. AT-0752-20-0137-I-1, July 18, 2024
AT-0752-20-0137-I-1
NP
934
https://www.mspb.gov/decisions/nonprecedential/Lubert_Debra_J_PH-3443-19-0069-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DEBRA J. LUBERT, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER PH-3443-19-0069-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Debra J. Lubert , Northumberland, Pennsylvania, pro se. Lori A. Markle , Esquire, and Roderick Eves , St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her retirement 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). BACKGROUND On November 27, 2018, the appellant filed a Board appeal indicating that she had “purchased [her] military time in 2008” but was not given credit for this time for purposes of her retirement benefits under the Federal Employees’ Retirement System (FERS). Initial Appeal File (IAF), Tab 1 at 3. The appellant requested a hearing on the matter. Id. at 2. Without holding the appellant’s requested hearing, the administrative judge issued a February 14, 2019 initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 11, Initial Decision (ID) at 1, 4. In so doing, the administrative judge found, among other things, that the agency, the appellant’s former employer, was not a proper party to the appeal. ID at 4. The administrative judge notified the appellant that the initial decision would become final on March 21, 2019, unless a petition for review was filed by that date. ID at 5. On February 13, 2020, the appellant filed a petition for review. Petition for Review (PFR) File, Tab 1. In her petition, the appellant states that she is making “a sympathetic plea . . . asking for review due to family medical emergency problems.” Id. at 3. She also avers that she “did not receive emails as stated from the agency.” Id. The appellant also provides documentary evidence, the majority of which was not included in the record before the administrative judge. Id. at 5-17. The Office of the Clerk of the Board notified the appellant that her petition for review was untimely and explained that she must file a motion asking the Board to accept the petition for review as timely and/or to waive the time limit for good cause. PFR File, Tab 2 at 1-2. The appellant did not respond. The agency has responded to the appellant’s petition for review, arguing that it is untimely filed and that she has not shown good cause for her untimeliness. PFR File, Tab 3 at 4-6. 2 DISCUSSION OF ARGUMENTS ON REVIEW A petition for review must be filed within 35 days after the issuance of the initial decision, or, if the petitioner shows that she received the initial decision more than 5 days after the date of the issuance, within 30 days after the date she received the initial decision. 5 C.F.R. § 1201.114(e). Here, the initial decision was issued on February 14, 2019, and served on the appellant via email the same day. IAF, Tab 12 at 1. The appellant does not allege that she did not receive the initial decision within 5 days of its issuance. Accordingly, her petition for review is untimely by approximately 11 months. PFR File, Tab 1; see 5 C.F.R. § 1201.114(e). 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. § 1201.114(g). To establish good cause for an untimely filing, the appellant 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). In determining whether there is good cause, the Board considers the length of the delay, the reasonableness of the excuse and showing of due diligence, whether the appellant 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 that similarly shows a causal relationship to her inability to file a timely petition. See Wyeroski v. Department of Transportation , 106 M.S.P.R. 7, ¶ 7, aff’d, 253 F. App’x 950 (Fed. Cir. 2007). We find that the appellant has not demonstrated good cause for the untimely filing of her petition for review. Although the appellant is pro se, her 11-month delay in filing is significant, and she failed to respond to the notice affording her the opportunity to file a motion to accept the filing as timely and/or to waive the time limit for good cause. See Groesbeck v. Office of Personnel Management, 109 M.S.P.R. 1, ¶ 4 (2008) (finding that the appellant failed to3 show good cause when her petition for review was untimely filed by 6 months and she failed to respond to the notice regarding timeliness); see also Trachtenberg v. Department of Defense , 104 M.S.P.R. 640, ¶ 9 (2007) (stating that a delay of 9 months is not minimal). In her petition for review, the appellant asserts that family medical issues contributed to her filing delay; however, this assertion does not establish good cause. PFR File, Tab 1 at 3; see Minor v. Department of the Air Force , 109 M.S.P.R. 692, ¶¶ 5, 7 (2008) (finding that personal difficulties, including ill family members, did not constitute good cause for a filing delay in the absence of a specific showing of how they affected the appellant’s ability to timely file a petition or a request for an extension of time). The appellant also contends that she “purchased [her] military time and did not receive proper [retirement] credit;” however, this merit-based contention does not constitute good cause for her untimeliness. PFR File, Tab 1 at 3; see Guevara v. Department of the Navy , 112 M.S.P.R. 39, ¶ 7 (2009) (finding that the appellant failed to establish good cause for his untimely filed petition for review when he merely argued the merits of his Board appeal). The appellant also provides numerous documents, including emails, with her petition for review. PFR File, Tab 1 at 5-17. However, all of the documents seemingly predate the initial decision, and apart from a vague assertion that she “did not receive” certain emails due to “poor communications,” id. at 3, she does not allege, and nothing in her petition for review suggests, that the documents constitute new evidence that was unavailable to her prior to the close of the record, see Agbenyeke v. Department of Justice , 111 M.S.P.R. 140, ¶ 12 (2009) (explaining that the discovery of new evidence may establish good cause for the untimely filing of a petition for review if, among other things, the evidence was not readily available before the close of the record). Indeed, all of the appellant’s arguments appear to be based on information previously available to her such that she could have timely filed a petition for review on these bases . See Wilson v.4 General Services Administration , 15 M.S.P.R. 45, 47 (1983) (finding that the appellant had not shown good cause for his untimeliness because, among other things, he failed to show that the “new” information on which he relied was unavailable, despite due diligence, before the record closed). Accordingly, we dismiss the petition for review as untimely filed. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the appellant’s retirement benefits 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 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 On December 19, 2019, the appellant filed a separate Board appeal alleging that the Office of Personnel Management (OPM) had failed to give her credit for her military service for purposes of her retirement under FERS. Lubert v. Office of Personnel Management, MSPB Docket No. PH-0841-20-0118-I-1, Initial Appeal File (0118 IAF), Tab 1 at 4-5. Thereafter, on June 5, 2020, OPM issued a redetermination letter, wherein it recalculated the appellant’s total Federal service and her annuity. 0118 IAF, Tab 10 at 4. Shortly following these recalculations, the appellant withdrew her appeal. 0118 IAF, Tab 11, Initial Decision at 2. 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 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 you6 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. 7 If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 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. 8 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
Lubert_Debra_J_PH-3443-19-0069-I-1__Final_Order.pdf
2024-07-18
DEBRA J. LUBERT v. UNITED STATES POSTAL SERVICE, MSPB Docket No. PH-3443-19-0069-I-1, July 18, 2024
PH-3443-19-0069-I-1
NP
935
https://www.mspb.gov/decisions/nonprecedential/Wallace_Melody_A_DA-0752-19-0538-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MELODY A. WALLACE, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DA-0752-19-0538-I-1 DATE: July 18, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Steve Newman , Esquire, New York, New York, for the appellant. Nadalynn Hamilton , Esquire, Plano, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed her removal for misconduct. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant was an EAS-17 Supervisor of Customer Services for the agency’s Trinity River Station in Fort Worth, Texas. Initial Appeal File (IAF), Tab 5 at 88. On November 27, 2018, the appellant’s supervisor reported some missing stamp stock to the agency’s Inspector General, and the ensuing investigation uncovered several irregularities with the most recent stamp and cash count that the appellant conducted on October 31, 2018. Id. at 77-78. After further investigation, the agency proposed the appellant’s removal based on one charge of unacceptable conduct with four specifications, and one charge of unacceptable performance with two specifications. Id. at 77-81. One specification of unacceptable performance pertained to the appellant’s failure to use the proper form when she last changed the Trinity River Station safe combination. All other specifications pertained to the appellant’s use of a subordinate’s computer credentials to conduct the stamp and cash count, and her untruthful indication that this same subordinate had witnessed the count.2 The 2 The agency did not allege that the appellant stole any of the stamp stock or that she was otherwise directly responsible for its disappearance.2 deciding official sustained both charges and all specifications, removing the appellant effective September 14, 2019. Id. at 82. The appellant filed a Board appeal, contesting the merits of the agency’s action and raising an affirmative defense of violation of due process or harmful procedural error. IAF, Tab 1, Tab 16, Initial Decision (ID) at 11-14. After a hearing, the administrative judge issued an initial decision sustaining the appellant’s removal. ID. She sustained both charges and all the underlying specifications. ID at 3-11. She further found that the appellant failed to prove her affirmative defense and that the removal penalty was reasonable. ID at 11-17. The appellant has filed a petition for review, arguing that the attorney who represented her below was ineffective. She also disputes the administrative judge’s findings on two specifications.3 Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3. ANALYSIS In an appeal of a removal 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 U.S.C. § 1201.56(a)(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 removal may not be sustained if the appellant shows that it was the product of harmful procedural error or was taken without due process. 5 U.S.C. § 7701(c)(2)(A); Stephen v. 3 It appeared that the appellant’s petition for review might have been missing some pages. The Office of the Clerk of the Board issued an order notifying the appellant of the issue and giving her an opportunity to supplement her petition with any pages that might be missing from the record. Petition for Review File, Tab 6. The appellant did not respond to the order. 3 Department of the Air Force , 47 M.S.P.R. 672, 681, 680-81 (1991); 5 C.F.R. § 1201.56(b)(2)(i)(C). As explained above, the administrative judge sustained both charges and all six supporting specifications underlying the appellant’s removal. ID at 5-11. On petition for review, the appellant challenges only charge 1, specifications 1 and 2. Because the appellant has not provided a basis to disturb the remaining specifications, we affirm the initial decision with respect to charge 2 and charge 1, specifications 3 and 4. 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.”). Accordingly, both charges are sustained. See Burroughs v. Department of the Army , 918 F.2d 170, 172 (Fed. Cir. 1990) (finding that, when more than one event or factual specification supports a single charge, proof of one or more, but not all, of the supporting specifications is sufficient to sustain the charge). Nor does the appellant challenge the administrative judge’s findings on her affirmative defense, and we see no basis to disturb those findings on review. ID at 11-14. Under, charge 1, specifications 1 and 2, the agency alleged as follows: Specification #1 : You failed to comply with postal policy regarding information security when you obtained the computer access credentials of another postal employee. Specification #2 : You misused the computer access of another postal employee to conduct the Stamp/Cash count for Trinity River Station on or about October 31, 2018. IAF, Tab 5 at 77. In sustaining these specifications, the administrative judge considered the testimony of the appellant’s supervisor, who stated that agency policy prohibits employees from giving their login and password to anyone for any reason, and that an employee should not use another employee’s credentials to justify a stamp and cash count if that employee is not present. ID at 5. She found the appellant’s supervisor to be a credible witness and his testimony consistent with the written training materials that the agency submitted for the4 record. Id.; IAF, Tab 5 at 69. The administrative judge further found that the appellant admitted that she used her subordinate’s computer credentials to access her subordinate’s drawer and to conduct the stamp and cash count. ID at 5. On review, the appellant argues that her attorney representative showed “little or no interest” in mounting a defense in the case, pressuring her to accept a settlement instead, and submitting no evidence whatsoever for the record. PFR File, Tab 1 at 2. However, even if the appellant was inadequately represented, the presence of inadequate counsel is not a basis to reverse an initial decision because an appellant is responsible for the action or inaction of her chosen representative. Wynn v. U.S. Postal Service , 115 M.S.P.R. 146, ¶ 7 (2010), overruled on other grounds by Thurman v. U.S. Postal Service , 2022 MSPB 21, ¶ 17 n.6. In any event, the appellant has not identified any additional evidence that her attorney should have, but failed to, submit. The appellant also argues that her supervisor was not “an impartial witness to events” as the administrative judge found. PFR File, Tab 1 at 2; ID at 5. Her supervisor was not there for the stamp and cash count, and in fact did not even begin working at Trinity Station until November 10, 2018, after the stamp and cash count had already occurred. PFR File, Tab 1 at 2. However, the initial decision reflects that the administrative judge did not rely on the supervisor’s testimony to determine what transpired during the stamp and cash count but only to determine what the agency’s policies and procedures require. ID at 5-7, 10. Regarding specification 1 in particular, the appellant argues that, although it is prohibited for an employee to give her login information to others and for supervisors to request login information from their subordinates, she did neither of these things. Rather, the appellant’s subordinate volunteered her login information to the appellant. PFR File, Tab 1 at 2; IAF, Tab 5 at 69. We are not persuaded by this argument. The training document that the agency submitted is written from the perspective of the employee whose login information is at stake, but it takes two people to violate this policy—one to give the login information5 and one to receive it. By accepting and using the login credentials of another employee, the appellant also violated the policy. We cannot accept the appellant’s rigid interpretation of the agency’s policy, which is obviously intended to prevent the sharing of passwords and forestall exactly the sort of problems and issues of accountability that occurred in the Trinity River Station in October and November 2018. Regarding specification 2, the appellant admits that she used her subordinate’s credentials to conduct the stamp and cash count but argues that she did so accidentally because she merely forgot to log her subordinate out of the system before she conducted the count. PFR File, Tab 1 at 2. However, we agree with the administrative judge that there was no element of intent for this specification. ID at 3, 5. Therefore, even if the appellant’s use of her subordinate’s credentials to conduct the stamp and cash count was merely negligent, the administrative judge properly sustained this specification of unacceptable conduct. See Fernandez v. Department of Agriculture , 95 M.S.P.R. 63, ¶¶ 2, 7, 10 (2003) (sustaining a charge of “improper conduct” based on negligence). The issue of intent is, however, relevant to the issue of penalty. Fernandez, 95 M.S.P.R. 63, ¶¶ 8, 14; see Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305 (1981); see also Russo v. U.S. Postal Service , 284 F.3d 1304, 1309-10 & n.2 (Fed. Cir. 2002) (finding that, when an agency proves a general charge such as conduct unbecoming, the penalty should reflect only the proven level of impropriety). Nevertheless, even if the appellant was merely negligent in failing to log out of her subordinate’s credentials when conducting the stamp and cash count, the fact remains that this negligence was occasioned by the appellant’s improper action of logging in with her subordinate’s credentials in the first place. For the reasons explained in the initial decision, we agree with the administrative judge that the penalty of removal was within the tolerable limits of reasonableness. ID at 16-17; see generally Cantu v. Department of the Treasury ,6 88 M.S.P.R. 253, ¶ 4 (2001) (finding that, in cases where all the agency’s charges are sustained, the Board’s authority to review the penalty is limited). Accordingly, we affirm the initial decision that upheld the appellant’s removal. 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). 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 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 on8 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) or9 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. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 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 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
Wallace_Melody_A_DA-0752-19-0538-I-1__Final_Order.pdf
2024-07-18
MELODY A. WALLACE v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DA-0752-19-0538-I-1, July 18, 2024
DA-0752-19-0538-I-1
NP
936
https://www.mspb.gov/decisions/nonprecedential/Baker_Mitzi_G_CH-1221-18-0412-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MITZI BAKER, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER CH-1221-18-0412-W-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Mitzi Baker , Chicago, Illinois, pro se. Craig Hundley and Kenneth Bullock , Baltimore, Maryland, for the agency. BEFORE Cathy A. Harris , Vice Chairman Raymond A. Limon, Member Henry J. Kerner, Member *Member Kerner did not participate in the adjudication of this appeal. FINAL 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. 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. Except as expressly MODIFIED to supplement the analysis of the contributing factor criterion as to the appellant’s whistleblower reprisal claim, we AFFIRM the initial decision. BACKGROUND The essential undisputed facts as set forth in the initial decision are as follows. The appellant has been employed as a Case Manager in the agency’s National Hearing Center in Chicago, Illinois, since 2010. Initial Appeal File (IAF), Tab 104, Initial Decision (ID) at 2. On April 17, 2017, the appellant filed a separate IRA appeal with the Board alleging whistleblower reprisal. Id. While the April 17, 2017 IRA appeal was pending before the Board, on October 27, 2017, the appellant’s first-level supervisor issued the appellant her 2017 annual performance appraisal in which she gave the appellant an overall rating of successful contribution and an average element score of four out of five. Id. Regarding the particular performance elements, the appellant received a rating of three for the elements of interpersonal skills and participation and a rating of five for the elements of demonstrates job knowledge and achieves business results. Id.2 The appellant filed a Board appeal alleging that her supervisor’s decision to issue her a rating of three in the participation element constituted reprisal for her protected activity of filing the prior Board appeal on April 17, 2017. IAF, Tab 1. After holding a hearing, the administrative judge issued an initial decision, denying the appellant’s request for corrective action because she failed to prove by preponderant evidence that her protected activity of filing a Board appeal was a contributing factor in her supervisor’s decision to issue her a rating of three for the participation element. ID at 1, 5. In particular, the administrative judge credited the testimony of the appellant’s first-level supervisor that she was not aware of the appellant’s prior Board appeal at the time she prepared or issued the appellant’s 2017 performance appraisal. ID at 6-7. The administrative judge further found that the appellant’s first-level supervisor did not have constructive knowledge of the prior Board appeal. ID at 7. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1.2 The agency has opposed the appellant’s petition and the appellant has filed a reply. PFR File, Tabs 3, 6.3 2 The appellant has filed a motion for leave to file an additional pleading, namely, an amicus curiae brief filed by the Office of Special Counsel (OSC) in a separate appellant’s Board case. Once the record closes on review, however, no additional evidence or argument will be accepted unless it is new and material as defined in 5 C.F.R. § 1201.115(d), and the party submitting it shows that the evidence or argument was not readily available before the record closed. 5 C.F.R. § 1201.114(k). 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). Evidence is material when it is of sufficient weight to warrant a different outcome from that of the initial decision. 5 C.F.R. § 1201.115(a)(1). We deny the appellant’s motion because she has not shown that the underlying information contained in OSC’s brief is new, that she exercised due diligence to obtain this information, or that it warrants a different outcome in this appeal. 3 To the extent the appellant raises new allegations of errors by the administrative judge that were not raised in her petition or addressed by the agency in its response, PFR File, Tab 6 at 4-6, we have not considered such arguments, see 5 C.F.R. § 1201.114(a)(4) (stating that a reply to a response to a petition for review is limited to the factual and legal issues raised by another party in the response to the petition for review; it may not raise new allegations of error).3 DISCUSSION OF ARGUMENTS ON REVIEW We agree with the administrative judge that the appellant did not prove that her protected activity was a contributing factor in her performance appraisal rating, but modify her analysis. To obtain corrective action in an IRA appeal, the appellant must meet her initial burden of establishing by preponderant evidence that her protected activity was a contributing factor in the personnel actions in dispute. 5 U.S.C. § 1221(e) (1); Elder v. Department of the Air Force , 124 M.S.P.R. 12, ¶ 39 (2016). An appellant’s protected activity is a contributing factor if it in any way affects an agency’s decision to take, or fail to take, a personnel action. Dorney v. Department of the Army , 117 M.S.P.R. 480, ¶ 14 (2012). One way an appellant may establish the contributing factor criterion is the knowledge/timing test, under which she submits evidence showing that the official taking the personnel action knew of the disclosure or activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the disclosure or activity was a contributing factor in the personnel action. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 63. The Board has held that if an administrative judge determines that an appellant has failed to satisfy the knowledge/timing test, she shall consider other evidence, such as evidence pertaining to the strength or weakness of the agency’s reasons for taking the personnel action, whether the whistleblowing was personally directed at the officials taking the action, and whether these individuals had a desire or motive to retaliate against the appellant. Dorney, 117 M.S.P.R. 480, ¶ 15. On review, the appellant argues that the administrative judge erred in finding that she failed to prove that her April 17, 2017 Board appeal was a contributing factor in her first-level supervisor’s decision to issue her a rating of three for the participation element of her 2017 annual performance review.4 4 The appellant also argues that the administrative judge’s finding that she failed to prove contributing factor is “plainly inconsistent” with her prior finding that the appellant met the knowledge/timing test. PFR File, Tab 1 at 7. Such an argument, however, fails to recognize the different burdens of proof at the jurisdictional and4 PFR File, Tab 1 at 4. In particular, the appellant asserts that the administrative judge erred by only considering the knowledge/timing test and by failing to consider evidence of retaliatory motive. Id. at 4-7. We agree and modify the administrative judge’s analysis to address evidence other than the knowledge/timing test but still find no reason to disturb the administrative judge’s finding that the appellant failed to establish that her 2017 Board appeal was a contributing factor in her performance appraisal rating. With respect to the knowledge/timing test , the administrative judge credited the testimony of the appellant’s first-level supervisor that she was not aware of the appellant’s 2017 Board appeal when she prepared or issued the appellant’s 2017 performance appraisal on October 27, 2017, and that she first learned of the Board appeal on November 28, 2017. ID at 6-7. The administrative judge further found that the appellant’s first-level supervisor did not have constructive knowledge and her decision to issue a rating of three was not influenced by anyone who had knowledge of the appellant’s 2017 Board appeal. ID at 7. In so finding, the administrative judge credited the testimony of the appellant’s second-level supervisor, who testified in connection with the appellant’s 2017 Board appeal that he did not become aware of the 2017 Board appeal until December 2017 or January 2018. Id. The administrative judge further credited the testimony of the appellant’s first- and second-level supervisors that the appellant’s second-level supervisor had no input in the appellant’s 2017 performance appraisal and did not discuss it or see it before it was issued to the appellant. Id. merits stages. Compare Shope v. Department of the Navy , 106 M.S.P.R. 590, ¶ 5 (2007 ) (explaining that an appellant is entitled to a jurisdictional hearing in an IRA appeal only when he sets forth in the written record a nonfrivolous allegation that the elements of his claim are satisfied), with Benton-Flores v. Department of Defense , 121 M.S.P.R. 428, ¶¶ 4-5 (2014 ) (stating that, once the 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).5 The appellant disputes the administrative judge’s findings that her first-level supervisor had no actual or constructive knowledge of her 2017 Board appeal. For example, she asserts that the entire “management team” was aware of her protected activities, including her frequent and extensive equal employment opportunity activities and that her first-level supervisor received several emails describing issues the appellant was having at work. PFR File, Tab 1 at 5. She further maintains that it is improbable that management would have completely insulated her first-level supervisor from the knowledge of her Board appeal. Id. at 5-6. Finally, she asserts that it is implausible that her first-level supervisor would not have become aware of her Board appeal from agency attorneys who she contends would had to have contacted her supervisor for information supporting their case. Id. at 7. The administrative judge, however, considered and rejected the appellant’s version of events as improbable, noting that the fact that the appellant’s supervisor was aware of various issues the appellant was having through emails and comments from the appellant did not suggest that she was aware the appellant had filed a Board appeal. ID at 5-6. Thus, she credited the testimony of the appellant’s supervisors that neither was aware of the appellant’s Board appeal at the time the appellant’s performance appraisal was issued on October 27, 2017. ID at 7. The Board must defer to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on observing the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). Here, the administrative judge’s credibility determinations were based on her observation and assessment of the agency officials’ demeanor during the hearing. See Purifoy v. Department of Veterans Affairs , 838 F.3d 1367, 1372-73 (Fed. Cir. 2016) (stating that, even if demeanor is not explicitly discussed by an administrative judge, assessing a witness’s credibility involves consideration of various factors,6 including a witness’s demeanor). Although the appellant disagrees with the credibility determinations, we find that her challenges are not sufficiently sound to overturn them. Next, we consider evidence other than knowledge/timing evidence. It is undisputed that the appellant’s first-level supervisor, who issued the appellant’s 2017 performance appraisal, was not personally implicated in the appellant’s 2017 Board appeal. Hearing Transcript (HT) at 92-93 (testimony of the appellant’s first-level supervisor); PFR File, Tab 1 at 5-6. Also, as explained above, the administrative judge found, based on her assessment of the witnesses’ credibility, that the appellant failed to show that anyone with knowledge of her 2017 Board appeal influenced her first-level supervisor. ID at 6-7; see Baker v. Social Security Administration , 2022 MSPB 27, ¶ 30 (explaining that an administrative judge’s demeanor-based credibility findings are virtually unreviewable on review). As to any desire or motive to retaliate against the appellant, her first-level supervisor denied during her sworn testimony that the appellant’s 2017 Board appeal had any effect on her 2017 performance appraisal ratings. HT at 92-93 (testimony of the appellant’s first-level supervisor). The appellant did not solicit any testimony, nor is there any evidence of record, concerning her first-level supervisor’s attitude toward her 2017 Board appeal that might otherwise refute this testimony. Therefore, we accept her supervisor’s testimony as proof of her lack of retaliatory motive. See Woodall v. Federal Energy Regulatory Commission , 30 M.S.P.R. 271, 273 (finding that a declaration subscribed under penalty of perjury proves the facts it asserts). We also find that the appellant’s first-level supervisor’s explanation for determining the appellant’s performance rating is strong. The appellant’s first-level supervisor testified that the participation element rating she issued was justified because, among other reasons, many of the duties the appellant highlighted in her self-assessment were duties she was assigned to perform, and any unassigned work she did was not performed on a “sustained, consistent basis7 throughout the appraisal year” to merit a higher rating. HT at 108 (testimony of the appellant’s first-level supervisor). Specifically, Case Managers who received ratings of five in the participation element worked with a judge who processed the “more technical” Puerto Rico fraud cases, which involved “daily processing” and work on a “sustained, consistent basis,” which was not otherwise part of the normal workload of a Case Manager. HT at 120-21, 124-25, 128, 133 (testimony of the appellant’s first-level supervisor). The appellant’s first-level supervisor testified that the appellant was not assigned to work with this judge and only did the “initial work up” on those cases, which the appellant has not presented evidence to refute. HT at 108 (testimony of the appellant’s first-level supervisor). Lastly, it is undisputed that the appellant received the exact same ratings in her 2016 performance appraisal as she did in the appraisal at issue here. HT at 94-95 (testimony of the appellant’s first-level supervisor); IAF, Tab 82 at 4-6. That appraisal was issued in October 2016 by a different supervisor, and prior to the appellant filing her 2017 Board appeal in April 2017, which tends to show that the 2017 appraisal was consistent with the appellant’s performance assessments before her protected activity. IAF, Tab 82 at 6. It is also undisputed that, out of the eight employees under the supervision of the appellant’s first-level supervisor in 2017, the appellant’s overall rating ranked in the middle, receiving a higher overall rating than four employees and the same ratings as one, which also tends to show that her supervisor did not harbor retaliatory motive towards her. IAF, Tab 82 at 23-42, Tab 83 at 4-9. Thus, we agree with the administrative judge’s conclusion that the appellant has not shown by preponderant evidence that her 2017 Board appeal was a contributing factor in her 2017 performance appraisal. The appellant’s remaining arguments do not provide a basis for reversal. On review, the appellant asserts that the administrative judge abused her discretion by failing to transfer the appeal to the Washington Regional Office.8 PFR File, Tab 1 at 7-8. She maintains that this was the proper venue because, although she physically works in Chicago, Illinois, agency management is based out of Falls Church, Virginia. Id. at 8. She also cites, without explanation, alleged prior abuse of discretion by a different administrative judge in her 2017 Board appeal as a reason for transferring the current appeal. Id. at 7-8. Under 5 C.F.R. § 1201.4(d), the location of the appellant’s duty station when the action was taken determines which Board regional office has jurisdiction. Thus, to the extent the appellant’s duty station was and is in Chicago, Illinois, the Central Regional Office had jurisdiction over the appeal. See 5 C.F.R. pt. 1201, app. II. Although the record reflects that the appellant filed motions for recusal of the administrative judge in this appeal, such motions were based on the administrative judge’s alleged verbal admonishment of the appellant during status conferences and general claims of alleged bias, not any claim of bias related to the administrative judge in the appellant’s prior Board appeal. IAF, Tabs 28, 41. Regardless, we discern no basis for recusal of the administrative judge in this appeal based on any alleged bias by a different administrative judge in the appellant’s prior Board appeal or based on the allegations set forth in the appellant’s motions concerning the administrative judge in this appeal. Nothing in the record suggests that the impartiality of the administrative judge in this appeal might reasonably be questioned. See, e.g., Allphin v. United States , 758 F.3d 1336, 1343-44 (Fed. Cir. 2014) (finding that recusal is required when a reasonable person knowing all the facts would question the judge’s impartiality); Department of Health & Human Services v. Jarboe , 2023 MSPB 22, ¶ 12 (explaining that in determining whether an administrative judge should be disqualified on grounds other than bias, the Board assesses whether his impartiality might reasonably be questioned) (citations omitted) . Finally, the appellant reiterates her argument that the hearing recording was altered to exclude an exchange that she had with the administrative judge. PFR File, Tab 1 at 8. However, the administrative judge considered such an argument9 but found that the portion alleged to have been missing from the record was an admonishment the administrative judge made off the record in an effort not to embarrass the appellant, who was proceeding pro se. ID at 9-10. We find that the administrative judge did not abuse her discretion. See, e.g., Tisdell v. Department of the Air Force , 94 M.S.P.R. 44, ¶ 13 (2003) (noting that an administrative judge has wide discretion to regulate the course of the hearing); 5 C.F.R. § 1201.41(b)(6). Accordingly, we affirm the initial decision.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 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 We have reviewed the relevant legislation enacted during the pendency of this appeal and have concluded that it does not affect the outcome of the appeal. 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 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 obtain11 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 12 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). 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 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 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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
Baker_Mitzi_G_CH-1221-18-0412-W-1__Final_Order.pdf
2024-07-17
MITZI BAKER v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. CH-1221-18-0412-W-1, July 17, 2024
CH-1221-18-0412-W-1
NP
937
https://www.mspb.gov/decisions/nonprecedential/McLaughlin-Graham_Karen_D_PH-0831-20-0250-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KAREN D. MCLAUGHLIN- GRAHAM, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-0831-20-0250-I-1 DATE: July 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 Karen D. McLaughlin-Graham , Randallstown, Maryland, pro se. Alison Pastor , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed a petition for review of the initial decision, which affirmed the final decision by the Office of Personnel Management (OPM) denying her request to change her survivor annuity election. For the reasons 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). 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. DISCUSSION OF ARGUMENTS ON REVIEW Under 5 U.S.C. § 8339(o), an employee who is married at the time of her retirement and elects less than the maximum survivor annuity has an 18 -month window after her retirement during which she may elect to increase her monthly annuity reduction to provide a greater survivor annuity. Rollins v. Office of Personnel Management , 112 M.S.P.R. 557, ¶ 8 (2009); 5 C.F.R. § 831.622(b)(1). The appellant in this case wishes to increase her spouse’s survivor annuity, and seeks a waiver of the 18-month deadline for making such an election. The appellant bears the burden of establishing her entitlement to a waiver. Rollins, 112 M.S.P.R. 557, ¶ 6; see Cheeseman v. Office of Personnel Management, 791 F.2d 138, 140 -41 (Fed. Cir. 1986). There are three potential grounds for waiving the deadline: (1) the statute or regulation itself specifies circumstances for a waiver; (2) affirmative misconduct by the agency warrants equitable estoppel of the statutory or regulatory provision; or (3) the agency fails to provide notice of election rights and corresponding deadlines, if such notice is required by statute or regulation. Nunes v. Office of Personnel Management , 111 M.S.P.R. 221, ¶ 16 (2009). Here, the first circumstance does not apply, as neither 5 U.S.C. § 8339(o) nor 5 C.F.R. § 831.622(b)(1) include a provision describing conditions in which the 18-month deadline may be waived. See id., ¶ 17. Furthermore, while the appellant contends that her retirement counselor was negligent in failing to explain the calculation of her reduced annuity, the Board has held that the negligent provision of misinformation does not constitute affirmative misconduct that would warrant equitable estoppel of the deadline. See Scriffiny v. Office of Personnel Management , 108 M.S.P.R. 378, ¶¶ 12-14 (2008), overruled on other2 grounds by Nunes , 111 M.S.P.R. 221, ¶ 15. Hence, the second circumstance also does not apply. As to the third possible ground for waiver, 5 U.S.C. § 8339( o) requires OPM to give eligible employees annual notice of their right to elect an increased survivor annuity, and the applicable procedures and deadlines. Rollins, 111 M.S.P.R 557, ¶ 8; Nunes, 111 M.S.P.R. 221, ¶ 15. The appellant argues that the 18-month deadline should be waived because OPM did not provide the required annual notice. OPM bears the burden of proving that it provided the annual notice required under 5 U.S.C. § 8339( o). Nunes, 111 M.S.P.R. 221, ¶ 20. If OPM can establish through credible evidence that it is more probable than not that it sent the notice, the burden of going forward falls upon the appellant, who must put forth credible testimony or other evidence tending to show that she did not receive the notice. See id. If OPM fails to meet its burden of showing that it provided the required annual notice, waiver of the deadline is appropriate if the appellant establishes that the annuitant—herself, in this case—had the intention to increase her survivor annuity election at some point during the 18-month period. See Rollins, 112 M.S.P.R. 557, ¶¶ 8-10. OPM asserts that it provided the appellant the required annual notice in December 2017 and December 2018. Initial Appeal File, Tab 5 at 4. In support of its assertion, OPM has provided an affidavit from an employee of the Retirement Services Branch, who attested that general notices regarding survivor benefit election deadlines were mailed to all annuitants every December from 1989 to 2017. Id. at 40-41. However, OPM has neglected to produce any evidence that it issued the appellant the required annual notice in December 2018. See Hendricks v. Department of the Navy , 69 M.S.P.R. 163, 168 (1995) (holding that the statements of a party’s representative in a pleading do not constitute evidence). In the absence of such evidence, OPM has failed to meet its burden of3 showing that it provided the required annual notice throughout the 18-month period following the appellant’s retirement. However, waiver of the deadline is an appropriate remedy only if the appellant shows that, at some point during the 18-month window after her retirement, she intended to increase her spouse’s survivor annuity. See Rollins, 111 M.S.P.R. 557, ¶¶ 6-8. The appellant has not previously been informed of her burden of proof on this issue, and we cannot determine from the existing record whether she developed that intention before or after the 18-month period expired. Accordingly, we remand the case for further development of the record, including an additional hearing if needed, and a new determination on the appellant’s possible entitlement to a waiver of the 18-month deadline. See id., ¶¶ 12-13. 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. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.4
McLaughlin-Graham_Karen_D_PH-0831-20-0250-I-1__Remand_Order.pdf
2024-07-17
null
PH-0831-20-0250-I-1
NP
938
https://www.mspb.gov/decisions/nonprecedential/Quattro_Jamie_L_NY-0831-20-0154-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JAMIE L. QUATTRO, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER NY-0831-20-0154-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jamie L. Quattro , Ava, New York, pro se. Tanisha Elliott Evans , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the reconsideration decision issued by the Office of Personnel Management (OPM) that denied as untimely filed his application for a spousal survivor annuity for his second wife under the Civil Service Retirement System 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). (CSRS). On petition for review, the appellant (1) expresses disappointment with the initial decision and (2) queries what “becomes of the reduced annuity from [his] retirement annuity” now that he has been denied the benefits sought. Petition for Review (PFR) File, Tab 1 at 1. 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 analysis to address the appellant’s assertion regarding his reduced annuity rate, we AFFIRM the initial decision. An individual seeking retirement benefits bears the burden of proving entitlement to those benefits by preponderant evidence. Cheeseman v. Office of Personnel Management , 791 F.2d 138, 140-41 (Fed. Cir. 1986); 5 C.F.R. § 1201.56(b)(2)(ii). To meet his burden, the appellant must show that he irrevocably elected to provide a CSRS survivor annuity for his second wife in a signed writing that OPM received within 2 years of his remarriage. See 5 U.S.C. § 8339(j)(5)(C)(i); Kirk v. Office of Personnel Management , 93 M.S.P.R. 547, ¶ 4 (2003). OPM, however, has a statutory obligation to notify annuitants annually of their survivor annuity election rights under 5 U.S.C. § 8339(j). Brush v. Office of Personnel Management , 982 F.2d 1554, 1559-60 (Fed. Cir. 1992). OPM has2 the burden of proving both that it sent the annual notice and the contents of the notice. Id. at 1560-61; Cartsounis v. Office of Personnel Management , 91 M.S.P.R. 502, ¶ 5 (2002). If OPM establishes through credible evidence that it is more probable than not that it sent the annual notice, the appellant then must present credible testimony or other evidence supporting the contention that he did not receive the same. Cartsounis, 91 M.S.P.R. 502, ¶ 5. When OPM does not show that it has complied with the statutory annual notice requirement, and the appellant’s conduct is consistent with his having made an election of a survivor annuity, OPM must allow the appellant to make the survivor election. Id. The appellant does not challenge, and we discern no basis to disturb, the administrative judge’s conclusion that his June 8, 2019 postretirement election of survivor annuity benefits for his second wife was untimely by approximately 8 years. PFR File, Tab 1 at 1; Initial Appeal File (IAF), Tab 15, Initial Decision at 4; see 5 U.S.C. § 8339(j)(5)(C)(i). Instead, he queries what “becomes of the reduced annuity from [his] retirement annuity.” PFR File, Tab 1 at 1. Although unclear, we surmise that he is arguing, as he did before the administrative judge, that the 2-year time limit set forth in 5 U.S.C. § 8339(j)(5)(C)(i) is inapplicable to him because he has, since his 1995 retirement, continuously received a reduced annuity rate on account of his election to provide a partial survivor annuity for his now-deceased first wife. IAF, Tab 6 at 53-54, 57, Tab 11 at 1. Because the administrative judge did not address this argument, we hereby supplement the initial decision; however, we find that a different outcome is not warranted. Here, OPM provided an affidavit from an employee “familiar with the history of notices related to civil service annuity payments” explaining that general notices regarding survivor elections were sent annually to all annuitants from 1989 to 2011. IAF, Tab 6 at 7-8. Such notice satisfies OPM’s burden of proving that it sent the required annual notice to the appellant. See Schoemakers v. Office of Personnel Management , 180 F.3d 1377, 1380-81 (Fed. Cir. 1999) (concluding that a similar affidavit from a person familiar with how annual3 notices are prepared and sent can satisfy OPM’s burden to show that the annual notices were sent). OPM also provided a copy of the notice, which specifically explained that “a new survivor annuity election” would be required for a postretirement marriage, even if the appellant had previously elected to provide a survivor annuity for a former spouse at the time of his retirement and the annuity reductions related thereto had erroneously continued after the death of the prior spouse. IAF, Tab 6 at 10; cf. Bogart v. Office of Personnel Management , 99 M.S.P.R. 647, ¶ 10 (2005) (finding OPM’s notice deficient when it failed to inform the appellant that his initial spousal survivor annuity election would terminate upon the death or divorce of his spouse, thereby requiring him to make a new election if he wished to continue the benefit for either his divorced spouse or a new spouse). The appellant did not challenge OPM’s affidavit or otherwise contend that he did not receive the subject notice; instead, he averred that he had not read the notice, in part because he was unable to read the fine print without his eyeglasses. IAF, Tab 1 at 4, 8; see Cartsounis, 91 M.S.P.R. 502, ¶ 7 (finding the appellant’s assertion that OPM’s notice should have been “more obvious” did not support the conclusion that he had not received the same). Because the appellant here received proper notice of his election rights under 5 U.S.C. § 8339(j), his continued receipt of purportedly reduced annuity payments2 does not warrant a different outcome. PFR File, Tab 1 at 1; see Downing v. Office of Personnel Management , 619 F.3d 1374, 1377-78 (Fed. Cir. 2010) (explaining that, because 5 U.S.C. § 8339(j) provides no exception to the 2-year time limit when OPM has provided the annuitant with proper annual notice, any erroneous deductions on part of OPM were not material to the appellant’s entitlement to survivor benefits). 2 To the extent the appellant believes that OPM has, since it received notice of the 2007 death of this first wife, miscalculated his annuity payments and overcharged him, he may initiate a new claim with OPM regarding that issue. PFR File, Tab 1 at 1; IAF, Tab 6 at 53. To the extent OPM fails to issue a final decision within 90 days, the appellant may file a new appeal with the Board. See McNeese v. Office of Personnel Management, 61 M.S.P.R. 70, 73-74, aff’d, 40 F.3d 1250 (Fed. Cir. 1994) (Table). 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
Quattro_Jamie_L_NY-0831-20-0154-I-1__Final_Order.pdf
2024-07-17
JAMIE L. QUATTRO v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. NY-0831-20-0154-I-1, July 17, 2024
NY-0831-20-0154-I-1
NP
939
https://www.mspb.gov/decisions/nonprecedential/Roy_Castille_M_DC-0843-23-0387-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CASTILLE M. ROY, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0843-23-0387-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Castille M. Roy , Silver Spring, Maryland, pro se. Angerlia D. Johnson , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed as untimely filed her appeal of an Office of Personnel Management (OPM) reconsideration decision finding that she is not entitled to a former spouse survivor annuity under the Federal Employees’ Retirement System (FERS). On petition for review, the appellant reargues the merits of her case and resubmits 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). filings from below. 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
Roy_Castille_M_DC-0843-23-0387-I-1__Final_Order.pdf
2024-07-17
CASTILLE M. ROY v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0843-23-0387-I-1, July 17, 2024
DC-0843-23-0387-I-1
NP
940
https://www.mspb.gov/decisions/nonprecedential/Harrington_Charles_W_AT-0714-18-0615-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES W. HARRINGTON, JR., Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-0714-18-0615-X-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christopher J. Keeven , Esquire, and Conor D. Dirks , Esquire, Washington, D.C., for the appellant. Dana C. Heck , Esquire, St. Petersburg, Florida, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER On December 30, 2021, the administrative judge issued a compliance initial decision that found the agency in noncompliance with the March 31, 2021 remand initial decision, which reversed the appellant’s removal and ordered the agency 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). restore him to duty and to pay him appropriate back pay and benefits. Harrington v. Department of Veterans Affairs , MSPB Docket No. AT-0714-18-0615-C-1, Compliance File (CF), Tab 14, Compliance Initial Decision (CID); Harrington v. Department of Veterans Affairs , MSPB Docket No. AT-0714-18-0615-M-1, Remand File (RF), Tab 18, Remand Initial Decision (RID). For the reasons discussed below, we now find the agency in compliance and DISMISS the petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE On March 31, 2021, following remand of the case from the Federal Circuit for further adjudication, the administrative judge issued a remand initial decision reversing the appellant’s removal and ordering the agency to restore him to duty and to pay him applicable back pay, with interest, and benefits. RID at 1, 7-8. The remand initial decision became the Board’s final decision on May 5, 2021, after neither party filed a petition for review. On July 9, 2021, the appellant filed a petition for enforcement of the initial decision. CF, Tab 1. The administrative judge granted the petition for enforcement and again ordered the agency to take appropriate steps to pay the appellant and submit proof of compliance to the Board. CID at 5. After neither party petitioned for review, the matter was referred to the Board to obtain compliance. See 5 C.F.R. §§ 1201.183(b)-(c). On February 8, 2022, the Board issued an acknowledgment order directing the agency to submit evidence showing that it had complied with all the actions identified in the compliance initial decision. Harrington v. Department of Veterans Affairs , MSPB Docket No. AT-0714-18-0615-X-1, Compliance Referral File (CRF), Tab 1. The agency responded on February 23, and February 28, 2022, that it had paid the appellant all the back pay owed with interest by two, separate payments, which were issued to the appellant by the Defense Finance2 and Accounting Service (DFAS) on September 3, 2021, and February 18, 2022. CRF, Tabs 2, 3. On March 15, 2022, the appellant responded that the agency had not fully complied with these actions because it failed to explain why the agency did not include any overtime and/or night and weekend differentials in its back pay calculations. CRF, Tab 4. He also alleged that the agency’s calculations did not appear to account for overtime and/or night and weekend differentials. Id. The agency responded that the appellant had not provided evidence for any entitlement not already included in the back pay calculation. CRF, Tab 5. On April 20, 2022, the Board issued an order requiring the agency to specifically address, via affidavit and documentary evidence, how its backpay calculations complied with various requirements. CRF, Tab 6. Thereafter, the parties exchanged responses, and the agency filed several declarations detailing its various payments to the appellant. CRF, Tabs 7-9, 12-13, 15-18. The appellant eventually filed a compliance status report acknowledging that he has now received all appropriate back pay. CRF, Tab 19. ANALYSIS 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 he 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. An agency’s assertions of compliance must include a clear explanation of its compliance actions supported by documentary evidence. Vaughan v. Department of Agriculture , 116 M.S.P.R. 319, ¶ 5 (2011). 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).3 The agency has filed multiple submissions explaining its compliance efforts, and the appellant has confirmed that he has received all pay and benefits to due him. CRF, Tab 19. Accordingly, we find that the agency has complied with its obligations. The appellant noted that he did not receive his entire back pay award until June 2023, because of delays by the agency. CRF, Tab 19. He argued that these delays of almost two years were unjustified and required him to accrue significant attorney fees, and he requested the opportunity to seek additional attorney fees for the period from May 15, 2022, to June 30, 2023. Id. The Board’s regulations provide that attorney fee petitions cannot be filed until after the relevant case has concluded. 5 C.F.R. § 1201.203(d). The issuance of this Final Order concludes this compliance action. Accordingly, the appellant may file his attorney fee petition in accordance with the regulations at 5 C.F.R. § 1201.203. For the reasons stated above, the Board finds the agency in compliance and DISMISSES the petition for enforcement. This is the final decision of the Merit Systems Protection Board in these compliance proceedings. Title 5 of the Code of Federal Regulations, section 1201.183(c)(1) (5 C.F.R. § 1201.183(c)(1)). NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set out at Title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your attorney fees motion with the office that issued the initial decision on your appeal. 4 NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.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.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. 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
Harrington_Charles_W_AT-0714-18-0615-X-1__Final_Order.pdf
2024-07-17
null
AT-0714-18-0615-X-1
NP
941
https://www.mspb.gov/decisions/nonprecedential/Pantohan_FrancescaSF-0752-22-0590-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD FRANCESCA N. PANTOHAN, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER SF-0752-22-0590-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Francesca N. Pantohan , Ewa Beach, Hawaii, pro se. Briana Buban , Esquire, Seattle, Washington, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed the appellant’s removal based on the charges of failure to follow instructions and inappropriate conduct. On petition for review, the appellant 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). claims that the initial decision is based on erroneous findings of material fact. She discusses the background of her case, the charges, and her affirmative defenses of retaliation for engaging in protected activity and retaliation for making protected disclosures, but she largely reargues the facts and merits of her case. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review.2 Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 2 As discussed in the initial decision, before her removal, the appellant in this case filed numerous complaints with various entities within the agency on a variety of issues, including different interpretations of certain agency policies and standard operating procedures, her prior suspension, and instructions that were allegedly causing her “ethical dilemmas.” Initial Appeal File (IAF), Tab 28, Initial Decision at 5-9. We have considered whether the administrative judge should have discussed whether any of these complaints constituted protected activities under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and find that he correctly did not do so. The appellant did not mention these incidents in connection with any claim that her removal was in retaliation for such activities in any of her appeal filings, and, further, she did not object to the administrative judge’s multiple orders framing the issues in this case, and she does not refer to these incidents as protected activities or dispute the administrative judge’s handling of her retaliation claim on petition for review. See IAF, Tabs 1, 15, 20, 21, 23; Petition for Review 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). 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
Pantohan_FrancescaSF-0752-22-0590-I-1__Final_Order.pdf
2024-07-17
FRANCESCA N. PANTOHAN v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. SF-0752-22-0590-I-1, July 17, 2024
SF-0752-22-0590-I-1
NP
942
https://www.mspb.gov/decisions/nonprecedential/Bradley_ShamarDC-1221-22-0577-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHAMAR BRADLEY, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER DC-1221-22-0577-W-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Shamar Bradley , Helotes, Texas, pro se. Matthew B. Hawkins , Esquire, Jason B Smith , Esquire, Dahlgren, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed this individual right of action appeal for lack of jurisdiction. On review, the appellant alleges that he disclosed that the agency conducted a Top 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). Secret background check for his security clearance, rather than the more cost-effective Secret background check required for his position. Petition for Review (PFR) File, Tab 1 at 4. But he has not directed us to any evidence showing that he exhausted this claim with the Office of Special Counsel, and he has not presented nonfrivolous allegations that this was a protected disclosure, both of which are required to establish jurisdiction. Gabel v. Department of Veterans Affairs , 2023 MSPB 4, ¶ 5. The appellant’s petition also alleges that the Department of Defense is at risk of failing to identify insider threats. PFR File, Tab 1 at 4. But he has not explained whether he disclosed this or met the other jurisdictional requirements over this matter. Id. In his reply, following the agency’s response to his petition for review, the appellant further alleges that his supervisor ordered him to access classified materials without authorization. PFR File, Tab 5 at 4. Yet the administrative judge found that these allegations did not meet the nonfrivolous allegation standard, and we agree. Initial Appeal File, Tab 185, Initial Decision at 10-13; see Hessami v. Merit Systems Protection Board, 979 F.3d 1362, 1364, 1369 (Fed. Cir. 2020)); Gabel, 2023 MSPB 4, ¶ 5. ¶2Generally, 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 the2 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 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, 137 S. Ct. 1975 (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 of4 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 (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
Bradley_ShamarDC-1221-22-0577-W-1__Final_Order.pdf
2024-07-17
SHAMAR BRADLEY v. DEPARTMENT OF THE NAVY, MSPB Docket No. DC-1221-22-0577-W-1, July 17, 2024
DC-1221-22-0577-W-1
NP
943
https://www.mspb.gov/decisions/nonprecedential/Chesbro_MichaelSF-1221-20-0140-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MICHAEL CHESBRO, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER SF-1221-20-0140-W-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Michael Chesbro , Rainier, Washington, pro se. Stephen Geringer , Esquire, Tacoma, Washington, for the agency. Robert Jarrett , Esquire, Joint Base Lewis-McChord, Washington, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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. 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). 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-11 Criminal Intelligence Specialist for the agency who was required to maintain a security clearance as a condition of employment. Initial Appeal File (IAF), Tab 7 at 11, 18. On February 28, 2018, the agency suspended the appellant’s access to classified information, and on September 6, 2018, it proposed his indefinite suspension pending the outcome of the security clearance determination. Id. at 18-20. On February 7, 2019, after the appellant responded but before the agency issued a decision, the parties entered into a settlement agreement in which the agency agreed to rescind the proposal and the appellant agreed to resign effective June 30, 2019. Id. at 12-14, 21-23. The settlement agreement also provided that the appellant would waive his right to any claims related to the proposed indefinite suspension, as well as any “other disputes, complaints, or claims which are known to him or which should have been known to him up to and including2 the date of his signature on this settlement agreement.” Id. at 12-13. Effective June 30, 2019, the appellant separated from service by retirement. Id. at 15. Meanwhile, on August 22, 2018, an agency law enforcement officer executed a statement of probable cause, averring that the appellant misused an agency law enforcement database to obtain information that he used in a doxing campaign against two individuals. IAF, Tab 1 at 20-23. The appellant was subsequently ordered to appear for arraignment in Federal District Court. Id. at 19. It is not clear what became of these criminal proceedings. On September 25, 2019, after he retired but possibly while the criminal case was still pending, the appellant filed a whistleblower complaint with the Office of Special Counsel (OSC). IAF, Tab 6 at 22. OSC closed the appellant’s file without taking corrective action, and the appellant filed the instant IRA appeal. IAF, Tab 1 at 1-2. The administrative judge issued the standard jurisdictional order for an IRA appeal, notifying the appellant of his burden of proof and giving him specific directions on filing evidence and argument pertinent to the jurisdictional issue. IAF, Tab 2 at 2-9. The administrative judge subsequently issued another order, stating that the appellant appeared to have waived his Board appeal rights in the settlement agreement and notifying the appellant of what he must show to prove that the agreement was invalid or unenforceable. IAF, Tab 8. After the record closed, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. IAF, Tab 10, Initial Decision (ID). She found that the appellant was claiming personnel actions of harassment, spurious criminal investigation, suspension, and constructive removal, but that these claimed personnel actions were variously covered by the waiver provision of the valid and enforceable settlement agreement, or did not constitute personnel actions within the meaning of 5 U.S.C. § 2302(a)(2)(A). ID at 7-12. The appellant has filed a petition for review, arguing that the settlement agreement was invalid based on false information that the agency provided in the3 statement of probable cause and exculpatory information that the agency withheld from the court. Petition for Review (PFR) File, Tab 2. The agency has filed a response. PFR File, Tab 1. ANALYSIS On petition for review, the appellant does not challenge the administrative judge’s finding that the criminal proceedings and the agency’s handling of his Privacy Act request, neither alone nor together, constituted personnel actions subject to the Board’s IRA jurisdiction. ID at 7-8, 11-12. We find that the administrative judge’s analysis of these issues is supported by the record and the law, and we decline to revisit her findings on review. 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 appellant does, however, renew his argument that the settlement agreement is invalid due to the agency’s concealment of material facts about the criminal proceedings. PFR File, Tab 2 at 2-5. A settlement agreement is a contract between the parties and its terms are to be interpreted as a question of contract law. LaMontagne v. U.S. Postal Service, 91 M.S.P.R. 304, ¶ 6 (2002). 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. Bahrke v. U.S. Postal Service , 98 M.S.P.R. 513, ¶ 11 (2005). Even if invalidity was not apparent at the time of settlement, the agreement must be set aside if it is subsequently shown by new evidence that the agreement was tainted with invalidity by fraud or misrepresentation. Henson v. Department of the Treasury , 86 M.S.P.R. 221, ¶ 7 (2000). However, the party challenging the validity of a settlement agreement bears a heavy burden of showing a basis for invalidation. Bahrke, 98 M.S.P.R. 513, ¶ 11. In this case, we find that the appellant is essentially arguing that the settlement agreement was invalid based on fraud in the inducement, i.e., an intentional misrepresentation of a material risk or duty which reasonably induces the other party to enter into the4 agreement.2 Wofford v. Department of Justice , 115 M.S.P.R. 468, ¶ 7 (2010) (citing Black’s Law Dictionary 671 (7th Ed. 1999)). To establish that a settlement agreement resulted from fraud in the inducement, the appellant must show that the agency knowingly concealed a material fact or intentionally misled him. Id. The appellant argues that his waiver of Board appeal rights was not knowing and informed because the agency concealed material facts, “preventing [him] from being fully aware of the Prohibited Personnel Practices and criminal activity” that the agency committed against him at the time that the settlement agreement was signed. PFR File, Tab 2 at 2. By “Prohibited Personnel Practices and criminal activity,” it appears that the appellant is referring to the August 22, 2018 statement of probable cause, which he claims was based on knowingly false information and excluded exculpatory information in violation of Brady v. Maryland, 373 U.S. 83 (1963). Id. The appellant alleges that the criminal prosecution and the proposed indefinite suspension were based on the same misinformation, and that the agency prevented him from learning about the basis for either action in any more than a general sense. Id. at 3-4. He further argues that the agency knew or should have known that the indefinite suspension could not be sustained. Id. at 4-5. As an initial matter, we note that the reason for the proposed indefinite suspension was the suspension of the appellant’s security clearance, and not the underlying alleged misconduct. IAF, Tab 7 at 18. Because the Board lacks the authority to review the reasons underlying a security clearance determination, Department of the Navy v. Egan , 484 U.S. 518, 530 -31 (1988), there is no reason 2 The appellant characterizes his argument as pertaining to a violation of the implied covenant of good faith. PFR File, Tab 2 at 3. However, a violation of a covenant of good faith constitutes a breach of the settlement agreement; it does not affect the validity of the agreement ab initio. See, e.g., Timberlake v. U.S. Postal Service , 79 M.S.P.R. 520, 524-25 (1998); Kuykendall v. Department of Veterans Affairs , 68 M.S.P.R. 314, 323-24 (1995). Reading this pro se appellant’s petition for review as a whole, and considering that the alleged agency misconduct preceded the settlement agreement, we find that he is arguing invalidity rather than breach.5 to think that the indefinite suspension would not have been sustained on appeal regardless of whether the appellant committed the misconduct as alleged. Furthermore, there is no reason to think that the agency knew or should have known that the contents of the statement of probable cause might have been material to the appellant’s decision to settle his case. Although the criminal and administrative cases may have stemmed from the same alleged misconduct, the proceedings were separate, and the criminal prosecution was out of the agency’s hands by the time the appellant entered into the settlement. ID at 7. Moreover, there is no reason to believe that the agency was concealing the statement of probable cause from the appellant. Had the appellant requested the statement of probable cause prior to settlement and the agency denied his request, the analysis might be different. However, the appellant did not actually request the statement until May 9, 2019, whereupon the agency promptly gave it to him. IAF, Tab 1 at 19-25. For these reasons, and for the reasons explained in the initial decision, we agree with the administrative judge that the appellant has failed to show that the agency induced him to settle his case by knowingly concealing any material fact or by intentionally misleading him. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.6 jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The7 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file8 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 9 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 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 . 10 FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
Chesbro_MichaelSF-1221-20-0140-W-1__Final_Order.pdf
2024-07-17
MICHAEL CHESBRO v. DEPARTMENT OF THE ARMY, MSPB Docket No. SF-1221-20-0140-W-1, July 17, 2024
SF-1221-20-0140-W-1
NP
944
https://www.mspb.gov/decisions/nonprecedential/Butler_Timothy_W_DA-1221-19-0077-X-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY W BUTLER, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DA-1221-19-0077-X-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Timothy W. Butler , San Antonio, Texas, pro se. G. Houston Parrish , Fort Knox, Kentucky, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1On July 18, 2023, the administrative judge issued a compliance initial decision finding the agency noncompliant with the January 20, 2023 Final Order in the underlying matter, which reversed the appellant’s removal and ordered the agency to restore him to duty and pay him appropriate back pay, with interest, 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). benefits. Butler v. Department of the Army , MSPB Docket No. DA-1221-19-0777-C-1, Compliance File (CF), Compliance Initial Decision (CID), Tab 14. For the reasons discussed below, we now find the agency in compliance and DISMISS the petition for enforcement. DISCUSSION OF ARGUMENTS AND EVIDENCE ON COMPLIANCE ¶2On January 20, 2023, the Board granted the appellant’s petition for review, reversed the July 3, 2019 initial decision of the administrative judge that had sustained the appellant’s removal, and ordered appropriate corrective action, including restoration of employment with back pay, interest, and benefits. Butler v. Department of the Army , MSPB Docket No. DA-1221-19-0777-W-1, Final Order (Jan. 20, 2023). The appellant subsequently filed a petition for enforcement. CF, Tab 1. The administrative judge issued a compliance initial decision finding that the agency had properly reinstated the appellant but had not demonstrated that it provided him appropriate back pay, with interest, and benefits. CID at 4. ¶3 In the compliance initial decision, the administrative judge informed the agency that, if it decided to take the compliance actions required by the decision, it must submit to the Office of the Clerk of the Board, within the time limit for filing a petition for review under 5 C.F.R. § 1201.114(e), a statement that it had taken the actions identified in the compliance initial decision, along with evidence establishing that it had taken those actions. CID at 6-7; 5 C.F.R. § 1201.183(a)(6)(i). She also informed the parties of their option to request Board review of the compliance initial decision by filing a petition for review by August 22, 2023, the date on which the findings of noncompliance would become final unless a petition for review was filed. CID at 7; see 5 C.F.R. §§ 1201.114(e), 1201.183(a)(6)(ii), 1201.183(b). Neither party petitioned for review. Accordingly, pursuant to 5 C.F.R. § 1201.183(b)-(c), the administrative judge’s findings of noncompliance became final, and the appellant’s petition for2 enforcement was referred to the Board for a final decision on issues of compliance. Butler v. Department of the Army , MSPB Docket No. DA-1221-19-0777-X-1, Compliance Referral File (CRF), Tab 3. ¶4On August 22, 2023, the agency filed a submission stating that it was working with its paying agent, the Defense Finance Accounting Service (DFAS), to calculate the appellant’s back pay but that DFAS required additional information to complete its calculations. Specifically, the appellant’s January 2023 submission to DFAS indicated that there were periods of time during the back pay period that he was unable to work, which would affect the amount of back pay owed. CRF, Tab 1 at 4-5. The agency stated that it had attempted to obtain the necessary information from the appellant but that he had not provided the specific dates during which he was unable to work, and the agency did not know when his period of incapacity ended (if it did) because he had been unable to work before the agency took the removal action that the Board reversed, and he was either unable to work or absent without leave since his restoration to duty. Id. at 5. ¶5 On August 22, 2023, the appellant filed a response to the agency’s submission but did not explain which dates during the back pay period he was unable to work. Much of his response was directed to his separate compensatory damages appeals. CRF, Tab 2 at 4-5. ¶6 On September 5, 2023, the agency filed an additional pleading confirming that the agency had paid the amount it owed the appellant in compensatory damages but had not paid him back pay. CRF, Tab 4 at 4. ¶7 On December 15, 2023, the Board issued an Order instructing the appellant to file a responsive pleading informing the Board and the agency of the specific start and end dates between July 27, 2018, and February 7, 2023, that he was unable to work. The order warned the appellant that if he failed to file such a pleading, the Board might dismiss his petition for enforcement. CRF, Tab 5 at 2.3 To date, the appellant has not responded to this order or filed any other submission. ANALYSIS ¶8When 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). ¶9As the agency correctly noted, the agency does not owe the appellant back pay for time periods that he was not ready, able, and willing to work. E.g., Hodges v. Department of Justice , 121 M.S.P.R. 337, ¶ 23 (2014). The appellant informed the agency that he was unable to work due to a surgery in February 2018 – several months before the back pay period commenced in July 2018. See CFR, Tab 1 at 5. Despite multiple requests from the agency and DFAS, as well as the Board’s December 2023 Order, the appellant has never informed the agency or the Board when his period of incapacity ended (if it ever did) and which dates during the back pay period he was and was not able to work. ¶10 In light of the appellant’s failure to cooperate with the agency’s attempt to calculate his back pay, and his failure to respond to the Board’s order instructing him to provide the necessary information, we find the agency in compliance and dismiss the petition for enforcement. This is the final decision of the Merit4 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 RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.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.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. 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
Butler_Timothy_W_DA-1221-19-0077-X-1__Final_Order.pdf
2024-07-17
TIMOTHY W BUTLER v. DEPARTMENT OF THE ARMY, MSPB Docket No. DA-1221-19-0077-X-1, July 17, 2024
DA-1221-19-0077-X-1
NP
945
https://www.mspb.gov/decisions/nonprecedential/Bryant_TonyCH-0752-20-0148-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TONY BRYANT, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER CH-0752-20-0148-I-1 DATE: July 17, 2024 THIS ORDER IS NONPRECEDENTIAL1 C. Mike Moulton , Esquire, Elizabethtown, Kentucky, for the appellant. Timothy Harner , Esquire, and Whitney Alfred Campbell , Esquire, Fort Knox, Kentucky, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal as untimely filed. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and 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). REMAND the appeal to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant was employed as a GS-7 Human Resources Assistant with the agency. Initial Appeal File (IAF), Tab 4 at 22. On December 3, 2019, the appellant was removed from his position, and thus had until January 2, 2020, to file an appeal of his removal with the Board. Id. at 22-23; 5 C.F.R. § 1201.22(b). Due to the Board’s record showing that the appellant filed his appeal on January 3, 2020, the administrative judge dismissed the appellant’s appeal as untimely filed. IAF, Tab 11, Initial Decision (ID). Although the administrative judge acknowledged that the appeal was only filed a day late, she found that absent a showing of good cause, the timeliness requirement could not be waived. ID at 3-4. The appellant filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. With his petition, the appellant attaches a signed statement by his previous attorney explaining the relevant events. Id. at 24. According to the statement, the appellant retained the attorney on January 2, 2020, for the limited purposes of drafting his initial Board appeal. Id. Due to technical difficulties with his email, the appellant was unable to receive and sign the appeal; accordingly, the attorney faxed a copy of the unsigned appeal to the regional office on January 2, 2020, to meet the filing deadline.2 Id. at 24-25. The appellant also attaches to his petition for review a copy of the unsigned appeal, which bears an automatically generated printing typically created when a document is faxed—the printing shows that it was faxed to the fax number at the Board’s Central Regional Office on January 2, 2020. Id. at 26-45. The attorney further explained that, on January 3, 2020, he faxed a copy of the signed appeal to 2 Because the attorney was retained for the limited purpose of drafting the appeal, the attorney did not file the appeal as the appellant’s representative. PFR, Tab 1 at 4-5, 24-25.2 the regional office to correct the previous filing’s deficiency. Id. at 25. The January 3, 2020 signed appeal is the only copy of the appellant’s appeal included in the Board’s record. IAF, Tab 1. The agency has filed a response to the appellant’s petition for review. PFR File, Tab 4. DISCUSSION OF ARGUMENTS ON REVIEW The Board's regulations provide that 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 decision, whichever is later. 5 C.F.R. § 1201.22(b). The date of a filing submitted by facsimile transmittal is determined by the date of the fax. 5 C.F.R. § 1201.4(l). The Board will waive the filing deadline only upon a showing of good cause. 5 C.F.R. § 1201.22(c). In this appeal, as discussed above, the administrative judge determined that the appeal was filed 1 day late and the appellant failed to show good cause. ID at 2-4. Upon review of the record, we find that a remand is appropriate in this matter because the evidence establishes that the appellant’s appeal was timely filed and it was the regional office’s failure to adhere to the Board’s procedures for processing appeals that resulted in the dismissal of the appellant’s appeal. According to the Judge’s Handbook, when an appeal is received, the regional or field office must review the appeal and determine whether it contains the information required by 5 C.F.R. § 1201.24(a). Merit Systems Protection Board, Judge’s Handbook 3, available at https://www.mspb.gov/appeals/files/ ALJHandbook.pdf .  While deficiencies, such as a lack of signature, may be cause for rejecting the appeal, the appeal should still be docketed as long as it contains sufficient information. Id. at 3-4. If the office determines that it should reject the appeal, then a standard rejection notice must be issued to the appellant identifying the specific deficiency. Id. at 5, 8. Whether formally rejected or not, for the3 purposes of determining timeliness, the receipt date of the incomplete appeal is considered the filing date of the appeal. Id.; Taylor v. Office of Personnel Management, 73 M.S.P.R. 142, 143 (1997) (finding that the original filing of the deficient submission was the filing date after the filing was returned by the receiving office for a technical deficiency). In this matter, the unsigned appeal faxed on January 2, 2020 had sufficient information for the regional office to docket the appeal. PFR File, Tab 1 at 26-45. Indeed, the appeal contained everything listed in 5 C.F.R. § 1204.24(a) except for the appellant’s signature. Id.  While the regional office could have rejected the appeal due to the lack of signature, if that was the route it decided upon, it should have issued a rejection notice to the appellant, which it did not. Judge’s Handbook at 5, 8. In sum, the evidence establishes that the appellant faxed an incomplete appeal to the regional office on January 2, 2020. PFR File, Tab 1 at 24-45. Consistent with the Board’s practice, January 2, 2020, should be treated as the filing date of the appellant’s appeal. Judge’s Handbook at 5, 8; Taylor, 73 M.S.P.R. 142, 143. Therefore, we find that the appeal was timely filed and that the administrative judge erred in dismissing the appeal as untimely filed.3 Our finding in this appeal is similar to our reasoning in Gordon v. Department of the Air Force, 104 M.S.P.R. 358, ¶ 5 (2006). In Gordon, the Board remanded an appeal that was dismissed for failure to prosecute after the appellant missed several deadlines and conferences scheduled by the administrative judge. Id., ¶ 2-3. Upon review, the Board determined that the regional office failed to serve the appellant in the manner he elected, serving him 3 The agency argues in its response to the petition for review that the Board should not consider the evidence presented by the appellant on review because he did not establish that this evidence was unavailable before the record closed. PFR File, Tab 4. Pursuant to 5 C.F.R. § 1201.115(e), the Board has the authority to consider any argument on appeal. Because the appellant’s rights were substantively prejudiced by an error committed by the regional office, we do not believe the timing of the submission of the evidence should control the outcome of this matter.4 via mail as opposed to electronically. Id., ¶ 5. The Board found that the regional office’s failure to adhere to Board regulations prejudiced the appellant. Id. As a result, the Board remanded the appeal to the regional office for processing. Id., ¶ 6. We find that a remand is appropriate here for the same reasons. ORDER For the reasons discussed above, we remand this case to the regional office for further adjudication as a timely filed appeal in accordance with this Remand Order. FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.5
Bryant_TonyCH-0752-20-0148-I-1__Remand_Order.pdf
2024-07-17
TONY BRYANT v. DEPARTMENT OF THE ARMY, MSPB Docket No. CH-0752-20-0148-I-1, July 17, 2024
CH-0752-20-0148-I-1
NP
946
https://www.mspb.gov/decisions/nonprecedential/Hoffman_MikeDE-0752-18-0221-C-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MIKE HOFFMAN, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER DE-0752-18-0221-C-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jennifer Duke Isaacs , Esquire, Atlanta, Georgia, for the appellant. Peter C. Myers , Joint Base Andrews, Maryland, for the agency. Timothy K. Dinin , Kirtland Air Force Base, New Mexico, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the compliance initial decision, which denied his petition for enforcement of a settlement agreement. Generally, we grant petitions such as this one only in the following 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the compliance initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant reasserts his argument that he timely filed his petition for enforcement within 30 days after the agency’s affirmative assertion on February 13, 2020, that it would not be submitting a request for his lump-sum payment of $50,000.00. Compliance Petition for Review (CPFR) File, Tab 1 at 12-17; Compliance File (CF), Tab 17 at 9-14. The appellant further reasserts his arguments that the agency breached paragraph II(B) of the settlement agreement by failing to provide reasonable assistance to him in the preparation of his application for immediate retirement and that the Board should order enforcement by specific performance. CPFR File, Tab 1 at 17-24; CF, Tab 1 at 10-11, Tab 17 at 14-21. We find that the administrative judge adequately addressed these arguments in the compliance initial decision in determining that the appellant’s petition for enforcement was untimely filed and that the agency did not breach paragraph II(B) of the settlement agreement. CF, Tab 19, Compliance Initial Decision (CID) at 4-8.2 Therefore, after considering the 2 We agree with the administrative judge’s finding that the issue of mootness (i.e., whether an order of performance would bring further benefit to the appellant) does not need to be resolved because the agency did not breach the settlement agreement. CID2 appellant’s arguments on review and reviewing the record, we discern no reason to disturb the compliance initial decision. Accordingly, we affirm the compliance initial decision denying the appellant’s petition for enforcement of a settlement agreement. 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). at 7-8. 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
Hoffman_MikeDE-0752-18-0221-C-1__Final_Order.pdf
2024-07-17
MIKE HOFFMAN v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. DE-0752-18-0221-C-1, July 17, 2024
DE-0752-18-0221-C-1
NP
947
https://www.mspb.gov/decisions/nonprecedential/Colosi_Paul_M_NY-3443-20-0180-I-1_NY-0841-20-0182-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PAUL M. COLOSI, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER NY-3443-20-0180-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Paul M. Colosi , Phoenixville, Pennsylvania, pro se. Tasha Gibbs , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal as untimely filed. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). 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.2 (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 you3 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: 4 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
Colosi_Paul_M_NY-3443-20-0180-I-1_NY-0841-20-0182-I-1_Final_Order.pdf
2024-07-17
PAUL M. COLOSI v. DEPARTMENT OF JUSTICE, MSPB Docket No. NY-3443-20-0180-I-1, July 17, 2024
NY-3443-20-0180-I-1
NP
948
https://www.mspb.gov/decisions/nonprecedential/Dillon_Amy_A_DC-3443-23-0690-I-1_DC_0432_23_0381_I_1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD AMY A. DILLON, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER DC-3443-23-0690-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Karen M. Hertz , Esquire, Melville, New York, for the appellant. Angela Kreitzer and Kelly A. Smith , Washington, D.C, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her appeal for lack of jurisdiction. On petition for review, the appellant argues the merits of her 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review 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
Dillon_Amy_A_DC-3443-23-0690-I-1_DC_0432_23_0381_I_1_Final_Order.pdf
2024-07-17
AMY A. DILLON v. DEPARTMENT OF JUSTICE, MSPB Docket No. DC-3443-23-0690-I-1, July 17, 2024
DC-3443-23-0690-I-1
NP
949
https://www.mspb.gov/decisions/nonprecedential/Damron_Christopher_M_CH-0752-20-0442-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTOPHER M. DAMRON, Appellant, v. DEPARTMENT OF JUSTICE, Agency.DOCKET NUMBER CH-0752-20-0442-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Christopher M. Damron , Ashland, Kentucky, pro se. Marie Clarke , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his appeal of his 3-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 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). It is well settled that the Board lacks jurisdiction over suspensions of 14 days or fewer. See 5 U.S.C. §§ 7512(2), 7513(d); Stewart v. Department of Defense, 82 M.S.P.R. 649, ¶ 15 (1999). Here, the appellant ostensibly contends that the Board has jurisdiction over his 3-day suspension because the agency discriminated against him “because of a mental and physical disability.” Petition for Review (PFR) File, Tab 1 at 5.2 He also seemingly avers that the Board has jurisdiction because he was “retaliated against” after he “brought forth [issues] concerning safety.” Id. These contentions do not warrant a different outcome. Absent an otherwise appealable action, the Board lacks jurisdiction over the appellant’s claims of discrimination. See Wren v. Department of the Army , 2 M.S.P.R. 1, 2 (1980) (explaining that prohibited personnel practices under 2 The appellant provides documents with his petition for review. PFR File, Tab 1 at 7-11. All of these documents, however, were part of the record before the administrative judge; thus, they do not constitute new evidence. See Meier v. Department of the Interior , 3 M.S.P.R. 247, 256 (1980 ) (explaining that evidence that is already a part of the record is not new). Moreover, none of the documents contain information material to the outcome of the jurisdictional issue. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980 ) (explaining 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). 2 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). Because the appellant did not discernably allege whistleblower reprisal prior to the issuance of the initial decision, the administrative judge did not inform him of the applicable burden of proof with respect to establishing Board jurisdiction for individual right of action appeals pursuant to 5 U.S.C. § 1221. See Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985). The Board has jurisdiction over such appeals only if, among other things, the appellant has exhausted his administrative remedies before the Office of Special Counsel (OSC). Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 9 (2011). Here, there is nothing in the record to suggest that the appellant has exhausted his OSC administrative remedies; indeed, he indicated in his petition for review that he has not filed a complaint with OSC. PFR File, Tab 1 at 4; see Simnitt v. Department of Veterans Affairs , 113 M.S.P.R. 313, ¶ 8 (2010) (explaining the specific requirements of exhaustion). Accordingly, we discern no basis for Board jurisdiction at this time. Should the appellant exhaust his administrative remedies with OSC, he may file a separate appeal in this regard. See 5 U.S.C. §§ 1221, 1214; 5 C.F.R. part 1209. Accordingly, we affirm the initial decision. 3 NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of 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
Damron_Christopher_M_CH-0752-20-0442-I-1__Final_Order.pdf
2024-07-17
CHRISTOPHER M. DAMRON v. DEPARTMENT OF JUSTICE, MSPB Docket No. CH-0752-20-0442-I-1, July 17, 2024
CH-0752-20-0442-I-1
NP
950
https://www.mspb.gov/decisions/nonprecedential/Chambers_Lorraine_D_DA-1221-20-0094-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LORRAINE D. CHAMBERS, Appellant, v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, Agency.DOCKET NUMBER DA-1221-20-0094-W-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lorraine D. Chambers , Fort Worth, Texas, pro se. Marcus R. Patton , Anju V. Mathew , Esquire, Sakeenda M. Adams , and Mary C. Merchant , Fort Worth, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner recused himself and did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied her request for corrective action in connection with her individual right 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). 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 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, an Equal Opportunity Specialist, filed an IRA appeal in which she alleged that the agency took several personnel actions against her in retaliation for her numerous protected disclosures. Initial Appeal File (IAF), Tab 1. After consideration of the parties’ written submissions, the administrative judge found that the appellant had established the Board’s jurisdiction over her appeal.2 IAF, Tab 19. Following the requested hearing, the administrative judge issued an initial decision in which he found that the appellant made two protected disclosures, specifically, that she reasonably believed that: she disclosed a 2 The administrative judge did not make a specific finding that the appellant had exhausted her remedy before the Office of Special Counsel (OSC), but rather found Board jurisdiction over the appeal. IAF, Tab 53, Initial Decision at 1. We find that the matters deemed at issue by the administrative judge fully comport with those described in the appellant’s OSC complaint and OSC’s closure letter, thereby establishing exhaustion. To the extent the administrative judge erred by not specifically addressing exhaustion, his error did not prejudice either party’s substantive rights. Panter v. Department of the Air Force , 22 M.S.P.R. 281, 282 (1984 ).2 violation of the Privacy Act when she confronted her first- and second-line supervisors regarding a conversation they had in which she overheard them discussing her prior EEO complaint and her medical issues, and she disclosed a conflict of interest when she reported that a city of Fort Worth employee with whom she worked had taken action related to the needs of her disabled brother that impacted her objectivity in the performance of her official duties. IAF, Tab 53, Initial Decision (ID) at 13-15. The administrative judge next found that the appellant showed that her two protected disclosures were contributing factors in four of her claimed personnel actions. ID at 15-26. Those four actions were assigning her as a Government Technical Monitor, subsequently removing her from that assignment, failing to timely promote her to GS-12, and rating her as fully successful for fiscal year 2018. Finally, the administrative judge found that the agency showed by clear and convincing evidence that it would have taken those same personnel actions in the absence of the appellant’s protected disclosures. ID at 26-32. Accordingly, the administrative judge denied the appellant’s request for corrective action. ID at 2, 32. 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. ANALYSIS On review, the appellant challenges most, if not all, of the administrative judge’s factual findings and credibility determinations. We have considered the appellant’s arguments on review, but we discern no reason to reweigh the evidence or substitute our assessment of the record evidence for that of the administrative judge. 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 he 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). For example, the appellant argues that the3 administrative judge failed to consider the testimony of certain of her witnesses. PFR File, Tab 1 at 8, 14. However, t he administrative judge’s failure to mention all of the evidence of record does not mean that he did not consider it in reaching his decision. See Marques v. Department of Health & Human Services , 22 M.S.P.R. 129, 132 (1984), aff’d, 776 F.2d 1062 (Fed. Cir. 1985) (Table). Nonetheless, we have considered the testimony of the witnesses to which the appellant refers and find that it does not change the propriety of the administrative judge’s findings.3 The appellant also challenges the administrative judge’s credibility determinations, particularly as they relate to the appellant’s first-line supervisor. PFR Tab 1 at 7, 12. The Board must defer to an administrative judge’s credibility determinations when they are based, explicitly or implicitly, on observing the demeanor of the witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). We have considered the appellant’s allegations but find that they do not provide sound reasons to overturn the administrative judge’s findings.4 3 The appellant’s argument largely relates to her claim that the administrative judge erred in finding that she failed to prove that, because of actions taken by her supervisor, she was subjected to a hostile work environment. ID at 21-26. We have reviewed the testimony of the appellant’s coworkers, Hearing Transcript at 12, 57, 125, and find that, even if that testimony could be considered as indicating an unpleasant and unsupportive work environment for the appellant, it does not establish the kind of pervasive objectionable behavior that indicates a significant change of working conditions sufficient to constitute a hostile work environment, 5 U.S.C. § 2302(a)(2)(A)(xii), or otherwise show error in the administrative judge’s finding. 4 The appellant argues generally that there was no hearing but rather a Zoom call, where the witnesses could only be observed “chest up,” thereby precluding the administrative judge from being able to assess their demeanor. PFR File, Tab 1 at 11. However, there is no statutory mandate for an unlimited entitlement to an in-person hearing. Koehler v. Department of the Air Force , 99 M.S.P.R. 82, ¶ 10 (2005). The administrative judge explained early on that the requested hearing would be conducted by Zoom for Government. IAF, Tabs 20, 33. The appellant did not challenge the manner in which the hearing would be conducted at that time, or during the hearing. Her failure to do so then precludes her doing so on review. See Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1988 ). Moreover, in connection with the broad discretion afforded administrative judges to control proceedings at which they officiate, 5 C.F.R.4 The appellant also argues on review that the administrative judge erred in denying certain of the witnesses she requested. PFR File, Tab 1 at 13, 21. However, despite being afforded the opportunity to do so, the appellant did not challenge the administrative judge’s witness rulings and therefore may not challenge them on review. See Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1988). In addition, the appellant argues that the administrative judge did not clarify the issues, even though he knew she was a layperson. PFR File, Tab 1 at 21. The appellant was informed of her right to obtain legal representation, IAF, Tab 1 at 1, Tab 2 at 2, and having chosen to proceed without representation, she must accept the consequences of that decision, see Yanopoulos v. Department of the Navy, 796 F.2d 468, 470 (Fed. Cir. 1986); Brum v. Department of Veterans Affairs, 109 M.S.P.R. 129, ¶ 5 (2008). Moreover, our review of the hearing record reflects that the administrative judge at all times exhibited appropriate judicial demeanor, was patient and respectful, and, contrary to the appellant’s claims, did clarify various matters, including his rulings, posed questions to her, and answered questions she raised. The appellant claims several times in her petition for review that she advised the administrative judge that she was in possession of taped recordings that contained evidence material to the issues in this appeal, but that he directed that, in order for the recordings to be considered, they must be transcribed. The appellant further argues that, because the administrative judge’s ruling occurred during the COVID-19 crisis, she was unable to comply with it, and that his ruling was harmful, prejudicial, and destructive to her case. PFR File, Tab 1 at 7, 10, 18, 21. In a summary of the prehearing conference, the administrative judge stated that the appellant indicated that, due to the pandemic, she had experienced difficulty in obtaining transcripts of relevant audio recordings, but that she did not want to delay the processing of the appeal due to that difficulty. IAF, Tab 43 § 1201.41(b), they may hold videoconference hearings in any case, even if the appellant objects. Koehler, 99 M.S.P.R. 82, ¶ 13. 5 at 6. The appellant does not, in her petition for review, deny the administrative judge’s statement that she agreed to proceed with the hearing without the transcripts. Moreover, although afforded the opportunity to do so, id. at 7, the appellant did not challenge the administrative judge’s ruling regarding the taped recordings,5 and her apparent willingness to accept the administrative judge’s ruling below precludes her challenging it on review. See Tarpley, 37 M.S.P.R. at 581. The appellant argues that she was also hampered during the processing of the appeal because she did not know, until just before the hearing, that she would have to formally move for the admission of documents that she had submitted to the Board. PFR File, Tab 1 at 8. However, in his summary of the prehearing conference, the administrative judge clearly notified the parties that such would be the case. IAF, Tab 43 at 6. The appellant did not question the administrative judge’s statement and therefore cannot be heard to challenge it on review. See Tarpley, 37 M.S.P.R. at 581. The appellant argues that she has also been hampered because she has not received a copy of the transcript “or anything associate [sic] with cost to receive the copy . . . .” PFR File, Tab 1 at 16, 20. The Board’s regulations provide that any party may request that the court reporter prepare a full or partial transcript, at the requesting party’s expense. 5 C.F.R. § 1201.53(b). To the extent the appellant believed that she needed a copy of the transcript to prepare her petition for review, she has not shown that she made such a request. Finally, the appellant argues on review that, since the hearing, the agency’s retaliation against her has escalated, and that she has been written up for not contacting her supervisor when she went into the office to pack up her work station for an instructed office move. PFR File, Tab 1 at 22. The Board lacks jurisdiction to consider this matter because the appellant has not shown, or even 5 The administrative judge did provide the appellant an additional week in which to submit the transcripts of the taped recordings, but she failed to do so. IAF, Tab 43 at 6.6 alleged, that she exhausted this claim before the Office of Special Counsel (OSC). As the administrative judge advised the appellant, IAF, Tab 3, to establish Board jurisdiction over an IRA appeal, the appellant must show that she exhausted her remedy before OSC and make nonfrivolous allegations that: (1) she made a protected disclosure or engaged in protected activity, and (2) the disclosure or activity was a contributing factor in the agency’s decision to take or fail to take a personnel action. Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1371 (Fed. Cir. 2001). After the appellant exhausts her remedy with OSC as to this issue, she may file an IRA appeal with the Board. NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 (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 you8 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: 9 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). 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 7 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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
Chambers_Lorraine_D_DA-1221-20-0094-W-1__Final_Order.pdf
2024-07-17
LORRAINE D. CHAMBERS v. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, MSPB Docket No. DA-1221-20-0094-W-1, July 17, 2024
DA-1221-20-0094-W-1
NP
951
https://www.mspb.gov/decisions/nonprecedential/Franklin_Samuel_L_AT-0752-19-0050-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SAMUEL L. FRANKLIN, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER AT-0752-19-0050-I-1 DATE: July 17, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Amanda Brookhuis , Esquire, Atlanta, Georgia, for the appellant. Kenneth William , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review and the agency has filed a cross petition for review of the initial decision, which sustained his reduction in pay and grade. Generally, we grant petitions such as these 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 neither party has established any basis under section 1201.115 for granting the petition or cross petition for review. Therefore, we DENY the petition for review and the cross petition for review 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 General Schedule (GS) 14 Supervisory Operations Support Specialist with the U.S. Citizenship and Immigration Services. Initial Appeal File (IAF), Tab 5 at 14, 18. Effective September 30, 2018, the agency demoted him to the position of GS-12 Operations Support Specialist. Id. The demotion was proposed for a single charge of neglect of duty with 19 specifications. Id. at 50-57. The deciding official sustained all specifications except specification 17. Id. at 18. Specifications 1-16 and 18 described the appellant’s failure to issue: correct performance plans for Fiscal Year (FY) 2017 to various subordinates (specifications 1-10); FY 2017 mid-cycle reviews to subordinates (specifications 11-14); FY 2017 mid-cycle reviews and/or interim/departure reviews for other subordinates (specifications 15-16); and a timely FY 2017 performance plan to a new subordinate (specification 18). Id at 50-52. In specification 19, the agency alleged that he failed to properly2 supervise subordinates during a property inventory. Id. at 52. The deciding official demoted the appellant, effective September 30, 2018. Id. at 18-23. This appeal followed, with the appellant arguing that the agency failed to prove any of its specifications, that the demotion was taken because of his race, color, sex, disability, and prior equal employment opportunity (EEO) activity, and that the penalty was unreasonable. IAF, Tab 1 at 8-10, Tab 17 at 7. The appellant withdrew his request for a hearing. IAF, Tab 24 at 4. During the pendency of the appeal, the agency withdrew specifications 11-14. IAF, Tab 25 at 5. On September 13, 2019, the administrative judge issued his initial decision, affirming the demotion. IAF, Tab 30, Initial Decision (ID) at 16. In pertinent part, the administrative judge found that the agency proved specifications 1 -10, 15-16, and 18, the agency failed to prove specification 19, the appellant failed to prove his affirmative defenses of race, color, sex, and disability discrimination, and EEO retaliation, and the agency established both nexus and the reasonableness of the penalty. ID at 4-15. The appellant filed a petition for review, arguing that the administrative judge erred in sustaining specifications 16 and 18. Petition for Review (PFR) File, Tab 1 at 4-5. Regarding specifications 1-10, the appellant contends that an agency witness lacked credibility. Id. at 6. The appellant also submits, for the first time on review, evidence purportedly pertaining to specifications 1-11 and 13-16 and an argument regarding a comparator who was not disciplined. Id. at 3-6, 9-13. He requests reinstatement, backpay, compensatory damages, and attorney fees, among other things. Id. at 7. The agency filed a response to the petition for review and a cross petition for review. PFR File, Tab 3. In its cross petition for review, the agency contends that the administrative judge erred by not sustaining specification 19. Id. at 4, 17-22. The appellant filed a reply to the cross petition for review. PFR File, Tab 5.3 DISCUSSION OF ARGUMENTS ON REVIEW We decline to consider the appellant’s evidence submitted for the first time on review because he has failed to show that it was previously unavailable despite his due diligence. The appellant asserts on review that he has new and material evidence. PFR File, Tab 1 at 3-4, 9-13. Under 5 C.F.R. § 1201.115, the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980). The appellant has not met this burden. For example, the appellant submits a May 2017 email chain regarding the reassignment of certain subordinates identified in specifications 11 and 13-16 out of his supervisory authority. PFR File, Tab 1 at 3-4, 9-10. The appellant asserts that this email was not disclosed during discovery and that he was previously unaware of its existence. Id. at 3. However, the appellant was the recipient of, or carbon copied on, each of the three emails in the email chain. Id. at 9-10. Accordingly, we find that the appellant has failed to show that the May 17 email was previously unavailable despite his due diligence, and we decline to consider it.2 Additionally, regarding specifications 1-10, the appellant alleges that the proposing official lacked credibility and misled the Board when he said in his affidavit that the appellant was directly responsible for the delay of performance-based awards for the employees at issue in those specifications. Id. at 6. However, the only evidence to which the appellant cites is the May 2017 email chain. Id. at 6, 9-10. Because, for the reasons discussed above, we decline to consider that evidence, we similarly decline to consider the appellant’s argument based on that evidence.3 Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016); 5 C.F.R. § 1201.115(d). 2 As noted above, the agency did not pursue specifications 11-14, so any evidence relating to specifications 11 and 13 is not material.4 The appellant also submits, for the first time on review, statements from former subordinates at issue in specifications 3-5, dated between October 8, 2019, and October 14, 2019, which he appears to utilize to challenge the administrative judge’s decision to sustain these specifications and to assert that the agency treated him more harshly than other similarly situated employees.4 PFR File, Tab 1 at 4, 11-13. 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). Though the appellant avers that some of the statements were “newly acquired,” he does not assert that the information contained in them was previously unavailable despite his due diligence. PFR File, Tab 1 at 4. Accordingly, we decline to consider these statements. We agree with the administrative judge that the agency proved specifications 1 - 10, 15-16 and 18, and we find that the agency proved the neglect of duty charge. On review, the appellant only challenges the administrative judge’s assessment of specifications 16 and 18 of the neglect of duty charge.5 PFR File, Tab 1 at 4-5. We review each in turn. Specification 16 alleged that the appellant, in approximately April 2017, failed to issue a FY 2017 mid-cycle review or any interim/departure review to a 3 Even if we considered this evidence, we discern nothing in the May 2017 email chain that calls into question whether, in October 2016, the appellant failed to issue correct FY 2017 employee performance plans to his subordinates. 4 In the initial decision, the administrative judge addressed the appellant’s argument regarding comparators as pertaining to his affirmative defense of EEO retaliation rather than the issue of penalty. ID at 13. However, on petition for review, the appellant states that he is aware of other supervisors who delayed providing performance expectations, which resulted in delayed appraisals and delayed performance awards, but the supervisors were not demoted. PFR File, Tab 1 at 5-6. We will consider this argument in our analysis of the penalty below, but a different finding is not warranted. 5 The appellant does not otherwise challenge the administrative judge’s findings that the agency proved specifications 1 -10 and 15. We discern no error with the administrative judge’s findings, which appear to reflect a thorough review of the record and the correct application of the law, and therefore sustain these specifications. 5 subordinate when the subordinate transferred to another position. IAF, Tab 5 at 51. The appellant argues that he was not responsible for issuing a review of the subordinate because he (the subordinate) transferred to another supervisor’s authority. PFR File, Tab 1 at 5. In such a situation, the agency’s policy provides that the supervisor losing the employee was to execute an interim evaluation on the employee’s current performance plan. IAF, Tab 29 at 29. There is no dispute that the appellant did not execute such an interim evaluation when the employee left. IAF, Tab 16 at 20. Instead, the appellant asserts that the policy was a suggestion rather than a requirement. PFR File, Tab 1 at 5. However, because nothing in the written policy indicates that its instructions were optional rather than mandatory, and the appellant cites no support for his assertion, we find his assertion to be without merit. Accordingly, we sustain specification 16. Specification 18 alleged that, in approximately August 2017, the appellant failed to issue a timely FY 2017 performance plan to a subordinate. IAF, Tab 5 at 51. Again, the appellant argues that he was not responsible for issuing such a performance plan to the subordinate because the subordinate transferred from another office on August 7, 2017. PFR File, Tab 1 at 4-5. In such a situation, the agency’s policy provides that the new employee’s supervisor was to, inter alia, place the employee on a performance plan within 30 days of employment. IAF, Tab 29 at 29. There is no dispute that the appellant was the supervisor of the employee at issue and did not issue her a performance plan within 30 days after she transferred under him. Accordingly, we sustain specification 18.6 Although not clearly stated as such in the initial decision, we also explicitly sustain the neglect of duty charge. See Payne v. U.S. Postal Service , 6 We find it unnecessary to address the agency’s arguments regarding specification 19 because, as discussed below, we find that the penalty of demotion is within the bounds of reasonableness based on the remaining sustained specifications. See Gray v. Government Printing Office , 111 M.S.P.R. 184, ¶ 17 (2009) (finding it unnecessary to address the appellant’s argument that the administrative judge erred by sustaining the third charge when two other sustained charges warranted the removal penalty). We therefore deny the cross petition for review.6 72 M.S.P.R. 646, 650 (1996) (finding that it is well settled that proof of only one specification supporting a charge is sufficient to prove the charge). The administrative judge correctly found that the appellant did not prove his affirmative defenses. To prove a claim of discrimination or retaliation under Title VII of the Civil Rights Act of 1964, or a claim of discrimination under the Rehabilitation Act of 1973, an appellant must show that the prohibited consideration was at least a motivating factor in the agency’s action or decision. Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-22, 30, 42. In his initial decision, the administrative judge considered the evidence as a whole as it related to the appellant’s claims of race, color, sex, and disability discrimination, and his claim of retaliation for activity protected under Title VII, and he found that the appellant did not meet the motivating factor standard with respect to any of these claims. ID at 10-14. On petition for review, the appellant requests “compensatory damages for his distress because of the Agency’s retaliatory actions,” PFR File, Tab 1 at 9, but he does not otherwise contest the administrative judge’s analysis of his affirmative defenses. For the reasons explained in the initial decision, we agree with the administrative judge that the appellant did not prove that any prohibited consideration was a motivating factor in his demotion. ID at 10-14. We agree that the demotion penalty is within the bounds of reasonableness based on the sustained specifications and charge.7 When all of the agency’s charges are sustained, but not all of the underlying specifications are sustained, the agency’s penalty determination is entitled to deference and should be reviewed only to determine whether it is within the parameters of reasonableness. Payne, 72 M.S.P.R. at 650. In applying this standard, however, the Board must take into consideration the failure of the 7 The appellant does not challenge the administrative judge’s finding that the agency established nexus. ID at 10; PFR File, Tab 1. Because the offense at issue involved the appellant’s performance of his duties, occurred at work, and involved his coworkers, we discern no reason to disturb that finding and therefore affirm it.7 agency to prove all of its supporting specifications. Id. at 651. That failure may require, or contribute, to a finding that the agency’s penalty is not reasonable.8 Id. In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), the Board articulated a nonexhaustive list of twelve factors that are relevant in assessing the appropriate penalty for an act of misconduct. These so-called Douglas factors include, among other things, the nature and seriousness of the offense, the appellant’s job level, his past disciplinary record, his past work record, the consistency of the penalty with those imposed upon other employees for the same or similar offenses, the clarity with which he had been warned about the conduct in question, and mitigating circumstances surrounding the offense. Id. In the initial decision, the administrative judge found that the deciding official properly weighed the relevant Douglas factors in demoting the appellant and that the demotion did not exceed the bounds of reasonableness. ID at 15; IAF, Tab 5 at 19-20. We agree with the administrative judge’s and deciding official’s assessment of the relevant Douglas factors. On review, the appellant argues that the penalty of demotion is unwarranted based on the nature and seriousness of specifications 16 and 18. PFR File, Tab 1 at 4-5. In particular, the appellant indicates that specifications 16 and 18 are not 8 In analyzing the reasonableness of the penalty, the administrative judge utilized the standard generally applied when all of an agency’s charges are sustained, under which the Board will review an agency-imposed penalty only to determine if the agency considered all of the relevant factors and exercised management discretion within tolerable limits of reasonableness. ID at 14-15 (citing Wentz v. U.S. Postal Service , 91 M.S.P.R. 176, ¶ 13 (2002)). However, despite using this standard, the administrative judge’s analysis reflects that he upheld the penalty solely on the basis of the sustained specifications and relevant mitigating and aggravating factors. The appellant does not raise this issue on review, and we find that any adjudicatory error in this regard is harmless. 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).8 serious because they did not have any direct impact on the subordinates’ final rating. Id. We have considered the appellant’s arguments, but we do not agree. In assessing the reasonableness of a penalty, the Board places primary importance upon the nature and seriousness of the offense and its relation to the appellant’s duties, position, and responsibilities, including whether the offense was intentional, frequently repeated, or for gain. Arena v. U.S. Postal Service , 121 M.S.P.R. 125, ¶ 6 (2014), aff’d, 617 F. App’x 996 (Fed. Cir. 2015) (Table) . In contrast to the appellant’s allegations on review, we find that his misconduct is sufficiently serious to support the chosen penalty. In an affidavit made under penalty of perjury, the deciding official stated that the appellant’s neglect of duty regarding specifications 1-10 caused those subordinates at issue to have their performance periods extended by 90 days into FY 2018, delaying their ratings and any performance awards based on their ratings. IAF, Tab 29 at 48. She stated that the appellant’s repeated neglect of duty was “very serious.” Id. at 47. She indicated that the appellant’s failures related to his responsibilities as a supervisor and averred that she would have demoted the appellant based on specifications 1-10 alone. Id. at 47-48. Considering the nature of these specifications, their relation to the appellant’s responsibilities as a supervisor, and their impact upon his subordinates, we agree with the deciding official that the sustained specifications are serious. On petition for review, the appellant provides a September 26, 2019 notarized witness statement from a Human Resources employee, which the appellant states validates his claim that other subordinates did not receive performance plans and appraisals. PFR File, Tab 1 at 6, 13. He asserts that the deciding official demoted him but failed to demote N.B. for failing to issue any performance expectations to another subordinate. Id. at 6. Although we noted above that the appellant does not explain why he did not provide the information contained in this statement to the administrative judge, we would still affirm the demotion penalty even if we considered this evidence. The Board has held that9 the relevant inquiry as far as consistency of the penalty is concerned is whether the agency knowingly and unjustifiably treated similarly situated employees differently. Singh v. U.S. Postal Service , 2022 MSPB 15, ¶ 14. The appellant’s assertion on review is directly contradicted by the deciding official’s affidavit made under penalty of perjury in which she states that she was “not aware of any supervisor who failed to issue correct [employee performance plans] with performance goals to subordinates.” IAF, Tab 29 at 46, 49, 53. N.B. also submitted an affidavit made under penalty of perjury in which he specifically denied failing to timely or correctly issue employee performance plans to his subordinates. Id. at 69-70. Accordingly, we are not persuaded that the agency knowingly or unjustifiably treated similarly situated employees differently. Because we affirm the demotion penalty, we deny the appellant’s requests for relief. NOTICE OF APPEAL RIGHTS9 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. 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. 10 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 you11 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. 12 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 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 10 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 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
Franklin_Samuel_L_AT-0752-19-0050-I-1__Final_Order.pdf
2024-07-17
SAMUEL L. FRANKLIN v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. AT-0752-19-0050-I-1, July 17, 2024
AT-0752-19-0050-I-1
NP
952
https://www.mspb.gov/decisions/nonprecedential/Wilson_Pamela_AT-0752-19-0560-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PAMELA WILSON, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER AT-0752-19-0560-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Pamela Wilson , Snellville, Georgia, pro se. Kenneth William , Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The agency has filed a petition for review of the initial decision that mitigated the appellant’s removal to a 30-day suspension. Generally, we grant petitions such as this only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2 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). ORDER We ORDER the agency to cancel the appellant’s removal and substitute in its place a 30-day suspension effective May 25, 2019. 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, 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 3 taken to carry out the Board’s Order. The appellant, if not notified, should ask the agency about its progress. See 5 C.F.R. § 1201.181(b). No later than 30 days after the agency tells the appellant that it has fully carried out the Board’s Order, the appellant may file a petition for enforcement with the office that issued the initial decision on this appeal if the appellant believes that the agency did not fully carry out the Board’s Order. The petition should contain specific reasons why the appellant believes that the agency has not fully carried out the Board’s Order, and should include the dates and results of any communications with the agency. 5 C.F.R. § 1201.182(a). For agencies whose payroll is administered by either the National Finance Center of the Department of Agriculture (NFC) or the Defense Finance and Accounting Service (DFAS), two lists of the information and documentation necessary to process payments and adjustments resulting from a Board decision are attached. The agency is ORDERED to timely provide DFAS or NFC with all documentation necessary to process payments and adjustments resulting from the Board’s decision in accordance with the attached lists so that payment can be made within the 60-day period set forth above. 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. 4 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. &sect 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. 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 any 6 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 7 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. 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. 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.
Wilson_Pamela_AT-0752-19-0560-I-1__Final_Order.pdf
2024-07-16
PAMELA WILSON v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. AT-0752-19-0560-I-1, July 16, 2024
AT-0752-19-0560-I-1
NP
953
https://www.mspb.gov/decisions/nonprecedential/Kelly_Anne_C_DC-0752-18-0576-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANNE C. KELLY, Appellant, v. DEPARTMENT OF LABOR, Agency.DOCKET NUMBER DC-0752-18-0576-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Anne C. Kelly , Ellicott City, Maryland, pro se. Rolando N. Valdez , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The 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). 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 additional support for the administrative judge’s findings on the appellant’s disability discrimination and equal employment opportunity (EEO) retaliation claims, we AFFIRM the initial decision. BACKGROUND ¶2The agency removed the appellant from her Information Technology Specialist position based on the following charges: (1) Providing Inaccurate Information on Your Timecards (27 specifications); (2) Inappropriate Behavior (7 specifications); and (3) Failure to Follow Supervisory Instructions (24 specifications). Initial Appeal File (IAF), Tab 1 at 175-82, Tab 10 at 7, Tab 12 at 15-30. The agency based the Inappropriate Behavior charge on the content of several emails the appellant sent to her supervisor and the Failure to Follow Supervisory Instructions charge on her failure to complete an assignment by a deadline date and failure to send email messages to the division’s staff indicating when she ended her work day while telecommuting. IAF, Tab 12 at 15, 20-24. ¶3On appeal, the appellant challenged the action and asserted disability discrimination based on disparate treatment, disparate impact, and a failure to reasonably accommodate her disability, sex discrimination based on a hostile work environment, retaliation for EEO activity, whistleblower reprisal, a due process violation, harmful error, and violations of the Family and Medical Leave2 Act of 1993 (FMLA) and the Telework Enhancement Act. IAF, Tab 16, Tab 22 at 6, 23, Tab 35. ¶4Based on the written record because the appellant withdrew her request for a hearing, IAF, Tabs 34-35, the administrative judge sustained the removal action, IAF, Tab 44, Initial Decision (ID) at 1, 64. The administrative judge found that the agency proved 26 of the 27 specifications supporting the charge of Providing Inaccurate Information on Your Timecards, all 7 of the specifications supporting the charge of Inappropriate Behavior, and all 24 of the specifications supporting the charge of Failure to Follow Supervisory Instructions. ID at 11-34. The administrative judge further found that the appellant did not prove disability or sex discrimination, retaliation for EEO activity, reprisal for whistleblowing, a violation of due process, harmful error, or a violation of the FMLA or the Telework Enhancement Act. ID at 34-60. Finally, the administrative judge found that the agency proved a nexus between the misconduct and the efficiency of the service and that the penalty of removal was reasonable. ID at 60-64. ANALYSIS ¶5The appellant’s petition for review focuses on whether the agency discriminated against her by failing to accommodate her disability, discriminated against her based on sex, retaliated against her for engaging in EEO activity, and violated the FMLA and Telework Enhancement Act. Petition for Review (PFR) File, Tab 1 at 5-17. The appellant also challenges the reasonableness of the penalty. Id. at 17-20. Accordingly, we address these allegations.2 We affirm all of the administrative judge’s findings, modifying her analysis as to the appellant’s disability discrimination and EEO retaliation claims. 2 We decline to disturb the administrative judge’s findings that the agency proved its charges and a nexus between the charges and the efficiency of the service, and that the appellant did not prove reprisal for whistleblowing, harmful error, or a due process violation. The appellant does not dispute these findings on review. See 5 C.F.R. § 1201.115 (providing that the Board will consider only issues raised in a timely filed petition or cross petition for review).3 The appellant has not proven disability discrimination . ¶6The administrative judge found that, although the appellant was disabled due to her depression and bipolar disorder, she did not assert that the agency denied her a reasonable accommodation, but instead alleged that her requested accommodation of telework was effectively denied because it was delayed by 2½ months.3 ID at 36, 39-42. The administrative judge held that any delay was not unnecessary or unreasonable because the agency was entitled to request supporting medical documentation for the appellant’s conditions, which were not obvious, the agency worked to evaluate the request in an expeditious manner after she submitted medical documentation, and the agency was entitled to obtain signed and dated medical documentation from a medical provider. ID at 38-43.4 ¶7The appellant challenges the administrative judge’s finding that the delay was reasonable in part because the agency purportedly sought an independent medical review after the appellant submitted medical documentation on January 23, 2017. PFR File, Tab 1 at 5-6. The appellant contends that she did not submit medical documentation on that date and an independent medical review did not occur at that time. Id. The appellant asserts that the only communication she had with the agency on January 23, 2017, involved her representative informing the agency that the information it sought had already 3 The administrative judge did not address whether the appellant was a qualified individual with a disability. ID at 38-43; see Haas v. Department of Homeland Security, 2022MSPB 36, ¶¶ 28-29. 4 The administrative judge acknowledged that the agency could have provided an interim accommodation, but states that “doing so was complicated by the appellant’s recent telework revocation, which was effective on November 29, 2016.” ID at 41. We are skeptical that this is an adequate justification for not offering the appellant an interim telework accommodation in December 2016. Even if the appellant was ineligible for telework under the agency’s general policy, this would not be a sufficient basis for the agency to deny her telework as an accommodation. See Natalie S. v. Department of Veterans Affairs , EEOC Appeal Nos. 0120140815, 0120142049, 2018 WL 703733 at *13-*14 (January 26, 2018). Nevertheless, because the appellant has not shown that any failure to accommodate was causally related to her removal, the issue of interim accommodation is ultimately immaterial. See infra, ¶ 11; 5 U.S.C. § 7701(c)(2) (B).4 been provided, and the only independent medical review occurred in July 2017 after she requested a change in her accommodation from part-time to full-time telework. Id. at 6. ¶8The appellant also contends that the agency committed disability discrimination because it incorrectly relied on the telework provisions of a collective bargaining agreement to delay its provision of that reasonable accommodation. Id. at 8-9. She further asserts that the agency ignored other requests for accommodation in addition to the requests addressed by the administrative judge and improperly required her to fill out a form and provide additional medical documentation. Id. at 9-12. ¶9Having considered the administrative judge’s analysis of this issue, we discern no error in her findings that any delay in accommodating the appellant was not unnecessary and that the agency otherwise did not improperly require the appellant to submit certain forms and provide medical documentation in support of her accommodation request. ID at 39-43; see Beck v. University of Wisconsin Board of Regents , 75 F.3d 1130, 1135 (7th Cir. 1996) (“A party that obstructs or delays the interactive process is not acting in good faith.”) . In sum, we agree with the administrative judge’s conclusion that, under the circumstances, the approximately 2 1/2-month delay in granting the appellant’s accommodation request was not unreasonable. Therefore, the appellant has not shown that the agency committed disability discrimination. We also set forth, however, an additional basis for finding that the appellant’s disability discrimination claim must fail. ¶10To establish an affirmative defense of disability discrimination, an appellant must first prove, among other things, that she suffers from a disability and that it caused her misconduct or that the misconduct was entirely a manifestation of her disability. Burton v. U.S. Postal Service , 112 M.S.P.R. 115, ¶ 15 (2009). The appellant alleges that the agency’s delay in accommodation worsened her disabilities and was a significant factor in her “resulting behavioral issues.” PFR5 File, Tab 1 at 12-13. She also suggests that the medication she took for her disability affected her short-term memory and “allegedly result[ed] in incorrect time and attendance reporting,” id. at 17-18, and asserts that she presented medical evidence proving that her past disciplinary actions and the misconduct underlying the charge of Inappropriate Behavior “were consistent with [her] bipolar I disability,” id. at 19. She contends that an initial incorrect diagnosis of her medical condition and incorrect medication treatment contributed to any faulty time and attendance reporting and that her disability and medication affected her short-term memory. Id. The appellant submitted evidence supporting these allegations. IAF, Tab 1 at 67-72, 132, Tab 33 at 35-43, 48-50. ¶11Even assuming that the appellant’s misconduct was consistent with and a manifestation of her disabilities, see Stevens v. Department of the Army , 73 M.S.P.R. 619, 627-28 (1997), we would still find that she did not prove her allegation of disability discrimination. The Rehabilitation Act does not immunize disabled employees from being disciplined for misconduct in the workplace provided the agency would impose the same discipline on an employee without a disability. Burton, 112 M.S.P.R. 115, ¶ 16. An employer never has to excuse a violation of a uniformly applied conduct rule that is job-related and consistent with business necessity. See Equal Employment Opportunity Commission Notice No. 915.002, Enforcement Guidance: Reasonable Accommodation and Undue Hardship Under the Americans with Disabilities Act, Question 35 (Oct. 17, 2002), available at http://www.eeoc.gov/policy/docs/accommodation.html. We find the agency’s requirements that its employees provide accurate information on their timecards, communicate with their supervisors in an appropriate manner, and follow their supervisors’ instructions appear to be conduct rules that are job- related and consistent with business necessity. The appellant has not shown that the agency treated her differently from other non-disabled employees who may have engaged in similar actions. Id.; see Adams v. Department of Labor , 112 M.S.P.R. 288, ¶ 18 (2009); Burton, 112 M.S.P.R. 115, ¶ 16; Bailey v.6 Department of Defense , 92 M.S.P.R. 59, ¶ 14 (2002). Accordingly, the appellant has not shown that the agency discriminated against her based on her disability in connection with the removal action. The appellant did not prove sex discrimination . ¶12The appellant asserted on appeal that the agency subjected her to a hostile work environment based on sex and did not take appropriate action in response to her complaints, but instead directed her to stop her accusations. IAF, Tab 38 at 15-18. In particular, she claimed that a coworker made comments to her of a sexual nature regarding a female employee who had had an affair with the appellant’s husband, who also worked at the agency. Id. at 16; see IAF, Tab 1 at 140-41. The appellant asserted that these comments and the agency’s failure to investigate or stop the harassment decreased her morale, increased her depression and anxiety, impacted her ability to report to work and focus, and led to her reliance on medications that contributed to memory and concentration problems, increased irritability, and a loss of impulse control in her email communications with her supervisor. IAF, Tab 38 at 16-18. ¶13The administrative judge found that, even if true, the appellant did not show that the limited conduct of the coworker was so severe or pervasive that a reasonable person would have found the working environment to be hostile or abusive. ID at 44-45. The administrative judge held that, even if the appellant established that she experienced a hostile work environment based on sexual harassment or a violation of the agency’s harassment reporting policy, the agency would have removed the appellant based on the sustained misconduct, which was unrelated to her harassment allegations. ID at 46-47. She thus found no connection between these events and the removal action. ID at 46. The administrative judge further found that the proposing and deciding officials had no knowledge of the appellant’s allegations of sexual harassment. Id.7 ¶14The appellant asserts on review that the sexual comments at issue were not limited but ongoing, as evidenced by an email she sent to her first-level supervisor. PFR File, Tab 1 at 14-15. The record includes an email dated November 14, 2016, in which the appellant reported to the supervisor two inappropriate comments made by her coworker. IAF, Tab 1 at 140. Another email to her supervisor, dated November 22, 2016, indicates that the appellant had to listen to the coworker talk about the female employee “still to this day,” that the coworker continues to say things to the appellant about her husband and the female employee, and that he made an inappropriate comment to her in that regard 2 weeks ago. Id. at 141. We find no error in the administrative judge’s determination that the appellant did not show that these comments, which appear to have been made within a 2-week period, were sufficiently severe or pervasive to alter the conditions of her employment and create an abusive working environment. ID at 45-46; see Viens v. Department of the Interior , 92 M.S.P.R. 256, ¶¶ 9-10 (2002). ¶15Although the appellant contends that the administrative judge did not consider her first-level supervisor’s direction to her not to report further alleged sexual harassment by the coworker, PFR File, Tab 1 at 15, the administrative judge noted this allegation, ID at 44-45, but ultimately found the discrimination allegation unproven, ID at 45-47. The record includes the supervisor’s notes from his January 6, 2017 verbal counseling of the appellant, which addressed numerous aspects of her behavior including her “[i]nappropriate references to current and former staff members” such as “[a]ccusations about [the coworker].” IAF, Tab 12 at 211-14. This document does not reflect any demand that the appellant stop any legitimate complaints about her coworkers. Moreover, the supervisor confronted the coworker about the appellant’s allegations and instructed him to stop the comments if they were true. IAF, Tab 13 at 87, Tab 36 at 34. Given these facts and the limited nature and extent of the comments in question, we agree with the administrative judge that the appellant did not meet8 her burden of proving sex discrimination even assuming that the first-level supervisor made the alleged remark about her complaints. The appellant did not prove retaliation for EEO activity . ¶16The administrative judge found that the appellant’s husband filed an EEO complaint with the agency’s Civil Rights Center on her behalf. ID at 48; see IAF, Tab 23 at 4. The complaint alleged that the agency failed to reasonably accommodate the appellant’s disability. IAF, Tab 23 at 4-7. The administrative judge held that, under Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 51 (2015), the appellant did not prove that her participation in the EEO process and investigation was a motivating factor in her removal. ID at 48-49. She found that, among other things, the appellant primarily alleged retaliation for seeking a reasonable accommodation, the deciding official was unaware of the “EEO activity” and disavowed, in a sworn statement, basing her decision on such activity, and the proposing official, though aware of the “EEO claims,” had no reason to retaliate against her based on those claims. ID at 48-49. ¶17The motivating factor standard applies to claims of reprisal for engaging in activity protected under Title VII. See Pridgen v. Office of Management and Budget, 2022 MSPB 31, ¶¶30-31. Specifically, under Title VII, an appellant must first show that the prohibited consideration was a motivating factor in the personnel action. Id. However, the Board has recognized that a more stringent standard applies in the context of retaliation claims arising under the ADA such that the appellant must prove that her prior EEO activity was a but-for cause of the retaliation. Haas v. Department of Homeland Security , 2022MSPB 36, ¶ 31; Pridgen v. Office of Personnel Management , 2022 MSPB 31, ¶¶ 44-47. Both requesting a reasonable accommodation and complaining of disability discrimination are activities protected by the Rehabilitation Act. Pridgen, 2022 MSPB 31, ¶ 44. As discussed below, we affirm the administrative judge’s factual9 findings and reach the same conclusion, while modifying the initial decision to apply the correct standard. ¶18The appellant asserts that, contrary to the administrative judge’s finding, email evidence shows that the deciding official was aware of her EEO activity. PFR File, Tab 1 at 7. She contends that the timing of the agency’s actions against her in relation to that activity provides sufficient evidence of retaliation. Id. The February 2017 email in question, however, does not show that the deciding official knew of the appellant’s EEO complaint; rather, at most, it shows that the deciding official may have been aware of the appellant’s reasonable accommodation request. IAF, Tab 40 at 11; but see IAF, Tab 36 at 23 (sworn statement of the deciding official that she only became aware of the appellant’s reasonable accommodation request in the summer of 2017, after the email in question). Nevertheless, because we agree with the administrative judge that the appellant otherwise failed to meet the lesser burden of proving that her protected activity was a motivating factor in her removal, ID at 47-49, she necessarily failed to meet the more stringent but-for standard that applies to her retaliation claim, see Pridgen, 2022 MSPB 31, ¶ 48. The appellant’s allegations of violations of law do not warrant reversal of the removal action . ¶19The appellant asserts on review that the agency violated the Telework Enhancement Act when it imposed more requirements on telework employees than employees who worked in the office. PFR File, Tab 1 at 13. In particular, she challenges the agency’s requirement that she produce daily work reports while teleworking and contends that the administrative judge incorrectly found that her supervisor did not require her to provide such reports. Id. at 13-14. The appellant also claims that the agency interfered with her FMLA rights when her first-level supervisor required her to conduct work and attend meetings while on FMLA leave. PFR File, Tab 1 at 15-17; see IAF, Tab 20 at 26-28.10 ¶20The administrative judge found no violation of the Telework Enhancement Act. ID at 31-32. The administrative judge also found that, even assuming that the appellant’s supervisor interfered with her FMLA rights by sending her emails that required her to take certain actions while on FMLA leave, those assignments were distinct from any instructions or other matters at issue in the removal action; thus, the administrative judge found that the appellant did not show that the removal was predicated on, or motivated by, an interference with her FMLA rights. ID at 57-59. We agree with the administrative judge’s findings. ¶21The appellant has not shown how any alleged violation of the above laws warrants reversal of the removal action. If an agency bases an adverse action on its interference with an employee’s rights under the FMLA, the adverse action is a violation of law and cannot be sustained. Gross v. Department of Justice , 77 M.S.P.R. 83, 90 (1997); see Ellshoff v. Department of the Interior , 76 M.S.P.R. 54, 73 (1997) (finding that when the facts implicate the FMLA relative to a leave-related charge, the Board will consider and apply the FMLA without shifting the burden of proof to the appellant) . Here, however, the agency did not charge the appellant with a leave-related offense, nor was its action otherwise based on an interference with her FMLA rights. Similarly, because the action was not based on any failure by the appellant to produce daily work reports while teleworking, it does not implicate the Telework Enhancement Act. ¶22An appealable action must be reversed as “not in accordance with law” under 5 U.S.C. § 7701(c)(2)(C) if the action is unlawful in its entirety, i.e., if there is no legal authority for the action. Stephen v. Department of the Air Force , 47 M.S.P.R. 672, 683-84 (1991). Even assuming a violation of one of the above laws, such a violation would not establish a lack of legal authority for the removal action. Under these circumstances, the appellant’s arguments do not warrant reversal of the removal action. See Gulso v. Department of the Air Force, 46 M.S.P.R. 478, 483 (1990); Gaines v. Department of the Treasury , 19 M.S.P.R. 88, 89 (1984); cf. Miller v. Department of Homeland Security ,11 111 M.S.P.R. 325, ¶ 14 (2009) (holding that the Board does not have jurisdiction over all matters that are alleged to be unfair or incorrect), aff’d, 361 F. App’x 134 (Fed. Cir. 2010) . The agency proved the reasonableness of the penalty . ¶23The appellant asserts that the agency did not provide her with notice of its concerns regarding her timecard reporting until it proposed her removal, and that providing such earlier notice would have afforded her the opportunity to “implement[] corrective action and methods to compensate for her disability and the fact that her medication, which was impacting her short-term memory, was allegedly resulting in incorrect time and attendance reporting.” PFR File, Tab 1 at 17-18. The administrative judge addressed this issue, finding that the appellant knew that she was required to certify on her timecards that her time worked and leave taken were true and correct to the best of her knowledge. ID at 62. The administrative judge also considered the appellant’s medical conditions and mental disabilities as mitigating factors, particularly in light of her assertions that they played a role in her misconduct. ID at 62-63. Nevertheless, the administrative judge found these factors outweighed by the aggravating factors, including the fact that the appellant repeatedly misreported her time and attendance, sometimes by periods of 1 hour or more, over a long period of time. ID at 63-64. ¶24One of the relevant factors in determining the reasonableness of a penalty is the clarity with which the employee was on notice of any rules that were violated in committing the offense, or had been warned about the conduct in question. Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305 (1981). The administrative judge correctly noted that the timecard certification provided clarity to the appellant that the agency expected her reported hours and leave to be true and correct. Moreover, the Board has held that an agency’s failure to warn an appellant that he is being investigated for possible attendance12 irregularities does not provide a basis for mitigation. Flanagan v. Department of the Army, 44 M.S.P.R. 378, 381 (1990). Thus, the Board has held that there is no requirement that an agency provide an employee with a specific warning before it proposes an adverse action, particularly when the action is based on a charge involving time and attendance records, which the employee knows or should know constitutes serious misconduct. Id. at 381-82. ¶25The appellant further contends that the administrative judge improperly relied on prior discipline for misconduct similar to that underlying the charge of Inappropriate Behavior in finding that she was on notice that such conduct was unacceptable. PFR File, Tab 1 at 18. In this regard, the appellant contends that her undiagnosed mental disability was likely the cause of the behavior underlying that prior discipline. Id. at 18-19. Prior discipline, however, may constitute notice that an appellant has been warned about the type of conduct that an agency deems to be unacceptable and serious. Diggs v. Department of Housing & Urban Development, 114 M.S.P.R. 464, ¶ 10 (2010); Jinks v. Department of Veterans Affairs, 106 M.S.P.R. 627, ¶ 25 (2007). To the extent that the appellant contests the merits of the prior disciplinary actions, such a challenge is beyond the Board’s limited scope of review. See Colon v. Department of Veterans Affairs , 73 M.S.P.R. 659, 666 (1997), superseded by rule on other grounds as recognized by Jones v. Department of Energy , 120 M.S.P.R. 480, ¶¶ 5-10 (2013), aff’d, 589 F. App’x 972 (Fed. Cir. 2014) ; Bolling v. Department of the Air Force , 9 M.S.P.R. 335, 339 -40 (1981) (limiting the Board’s review of a prior disciplinary action to determining whether that action was clearly erroneous, if the employee was informed of the action in writing, the action was 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). The appellant has otherwise shown no error in the administrative judge’s determination that the penalty of removal was reasonable. See ID at 61-64.13 NOTICE OF APPEAL RIGHTS5 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 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.14 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any15 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’s16 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. 17 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.18
Kelly_Anne_C_DC-0752-18-0576-I-1__Final_Order.pdf
2024-07-16
ANNE C. KELLY v. DEPARTMENT OF LABOR, MSPB Docket No. DC-0752-18-0576-I-1, July 16, 2024
DC-0752-18-0576-I-1
NP
954
https://www.mspb.gov/decisions/nonprecedential/McCue_KeithDC-315H-20-0635-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD KEITH MCCUE, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER DC-315H-20-0635-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Keith McCue , Montclair, Virginia, pro se. Director , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his probationary termination 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). 1A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND On May 1, 2020, the agency terminated the appellant from his Boiler Plant Operator position during his probationary period. Initial Appeal File (IAF), Tab 1 at 2-3. On May 21, 2020, the appellant filed the instant appeal, challenging the termination. Id. at 2-5. The administrative judge ordered the appellant to provide evidence and argument by June 11, 2020, showing cause why his appeal should not be dismissed for lack of jurisdiction. IAF, Tab 2 at 2-5. The appellant did not file a response to the Board’s order. IAF, Tab 3, Initial Decision (ID) at 2. Subsequently, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. ID at 1-4. The decision included instructions that it would become final on August 5, 2020, unless a petition for review was filed by that date. ID at 5. On August 6, 2020, the appellant filed the petition for review currently before us. Petition for Review (PFR) File, Tab 1. On August 20, 2020, the Acting Clerk of the Board issued an acknowledgment letter, advising the appellant that his petition for review was untimely filed and informing him that he must establish good cause for the untimely filing no later than September 2, 2020. PFR File, Tab 2 at 2. To assist the appellant, the Acting Clerk of the Board attached a “Motion to Accept Filing as Timely and/or Ask the Board to Waive or Set Aside the Time Limit” form. Id. at 7-8. The appellant did not respond to the acknowledgment letter. DISCUSSION OF ARGUMENTS ON REVIEW The Board’s regulations provide that a petition for review must be filed within 35 days 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 he received the initial decision. 5 C.F.R. § 1201.l14(e). The Board will waive its filing deadline only upon a showing of good cause for the delay in filing. 5 C.F.R. §§ 1201.l14(f), (g). To establish good cause for an untimely2 filing, a party must show that he exercised due diligence or ordinary prudence under the particular circumstances of the case. Alonzo v. Department of the Air Force, 4 M.S.P.R. 180, 184 (1980). The Board will consider the length of the delay, the reasonableness of his excuse and his showing of due diligence, whether he is proceeding pro se, and whether he has presented evidence of the existence of circumstances beyond his control that affected his ability to comply with the time limits or of unavoidable casualty or misfortune which similarly shows a causal relationship to his inability to timely file his petition. Moorman v. Department of the Army , 68 M.S.P.R. 60, 62-63 (1995), aff’d, 79 F.3d 1167 (Fed. Cir. 1996) (Table). Here, the appellant has not alleged that the initial decision was received more than 5 days after the date of issuance. Accordingly, he had until August 5, 2020, the 35th day following the issuance of the July 1, 2020 initial decision, to file a petition for review. The initial decision properly advised the appellant that the date of filing by commercial delivery is the date the document was delivered to the commercial delivery service. ID at 8; Riggsbee v. Office of Personnel Management, 111 M.S.P.R. 129, ¶ 8 (2009); 5 C.F.R. § 1201.4( l). The appellant’s petition for review was delivered to commercial delivery service UPS on August 6, 2020, which makes it untimely filed by 1 day. PFR File, Tab 1. The appellant has not explained his filing delay. Although the delay in filing was only 1 day and the appellant is pro se, the Board has consistently denied a waiver of its filing deadline in cases when the delay is minimal and a good reason for the delay is not shown. Gaetos v. Department of Veterans Affairs , 121 M.S.P.R. 201, ¶ 6 (2014); see Pace v. Office of Personnel Management , 113 M.S.P.R. 681, ¶ 11 (2010) (observing that the Board has consistently denied a waiver of the deadline for filing a petition for review if a good reason for the delay is not shown, even when the delay is minimal and the petitioning party is pro se). Applying these factors, we find that the appellant has failed to establish good cause for his untimely petition for review. Despite the Acting Clerk of the3 Board’s show cause order providing the appellant with his burden of proof on timeliness and an opportunity to explain his filing delay, the appellant did not submit a response to the order. PFR File, Tab 2. The appellant has not otherwise submitted any evidence or argument regarding the timeliness of the petition for review. Therefore, he has not established good cause for the filing delay. Gaetos, 121 M.S.P.R. 201, ¶ 6. 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 dismissal of the probationary termination 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 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain5 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. ____ , 137 S. Ct. 1975 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 6 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
McCue_KeithDC-315H-20-0635-I-1__Final_Order.pdf
2024-07-16
KEITH MCCUE v. DEPARTMENT OF THE NAVY, MSPB Docket No. DC-315H-20-0635-I-1, July 16, 2024
DC-315H-20-0635-I-1
NP
955
https://www.mspb.gov/decisions/nonprecedential/Morrison_John_W_PH-0752-16-0422-I-3__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN W. MORRISON, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER PH-0752-16-0422-I-3 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Kim Shugars , Las Vegas, Nevada, for the appellant. Barbara M. Dale , Esquire, Newport, Rhode Island, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The procedural history is complicated, but the relevant facts are generally undisputed. The appellant was employed as a GS-7 Firefighter, a non-critical sensitive position which required him to maintain eligibility for a security clearance. Morrison v. Department of the Navy , MSPB Docket No. PH-0752-16- 0422-I-2, Appeal File (I-2 AF), Tab 9 at 70, 209-10, 256. The agency made a preliminary determination to revoke his eligibility for a security clearance and assignment to a sensitive position. Id. at 234-35. After the appellant submitted a response, id. at 222-33, the agency revoked his eligibility for a security clearance because the extent of his indebtedness and failure to provide sufficient evidence of repayment or resolution of his debts cast doubt on his judgment, reliability, and trustworthiness, id. at 219-20. The appellant appealed the revocation to the Personnel Security Appeals Board, which upheld the revocation of his security clearance. Id. at 212-13. Thereafter, the agency proposed his removal on March 28, 2012, based on the charge of Denied Eligibility to Access Non -Critical Sensitive Areas. Id. at 163-66. The appellant responded to the proposal. Id. at 64, 80-161.2 On July 13, 2012, the appellant met with his third-level supervisor, who told him that the charge against him had been sustained and that he was to be removed that same day. I-2 AF, Tab 9 at 64-66, Tab 38 at 7. Although the appellant was advised of the agency’s decision, the decision letter was not issued to him that day because he decided to retire before the removal could take effect. I-2 AF, Tab 9 at 67-69, Tab 38 at 7. The appellant filed an involuntary retirement appeal with the Board, and the administrative judge dismissed the appeal for lack of jurisdiction without holding a hearing. Morrison v. Department of the Navy , MSPB Docket No. PH-0752-14-0669-I-1, Initial Decision (Jul. 29, 2014). After the appellant filed a petition for review, the Board found that he nonfrivolously alleged that his retirement was involuntary because he materially relied on agency misinformation, vacated the initial decision, and remanded the appeal for a jurisdictional hearing. Morrison v. Department of the Navy , 122 M.S.P.R. 205, ¶¶ 1, 4, 7-10, 13 (2015). On remand, after holding a jurisdictional hearing, the administrative judge found that the appellant’s retirement was involuntary, and she ordered the appellant retroactively restored to the status quo ante. Morrison v. Department of the Navy, MSPB Docket No. PH-0752-14-0669-B-1, Remand Initial Decision (Dec. 21, 2015). After the agency filed a petition for review, the Board affirmed the initial decision as modified to clarify how status quo relief could be provided. Morrison v. Department of the Navy , MSPB Docket No. PH-0752-14-0669-B-1, Final Order (Jun. 28, 2016). The Board found that the status quo ante relief required the agency to determine if and when the appellant would have been removed had he not retired, and then take the necessary unexecuted steps to issue its decision, including providing the appellant with notice of appeal rights. Id., ¶ 17. The Board noted that, if the agency would have removed the appellant effective July 13, 2012, his retirement date would not be cancelled, and he would not be entitled to reinstatement or back pay. Id. The Board also noted that the3 agency must follow applicable laws and regulations in documenting the separation as a retirement in lieu of removal. Id. By letter dated July 6, 2016, the agency determined that it would have effected the appellant’s removal had he not retired on July 13, 2012. I-2 AF, Tab 9 at 19-22. Consistent with the Board’s order, the agency therefore documented his removal, effective July 13, 2012, as when an employee retires in lieu of removal. Id. at 70. This appeal followed. Morrison v. Department of the Navy, MSPB Docket No. PH-0752-16-0422-I-1, Initial Appeal File (IAF), Tab 1. The administrative judge dismissed the appeal without prejudice because the appellant had appealed the Board’s June 28, 2016 Final Order to the U.S. Court of Appeals for the Federal Circuit. IAF, Tab 5. Meanwhile, in his appeal to the Federal Circuit, the appellant argued that he was entitled to some back pay as a matter of law. Morrison v. Department of the Navy, 876 F.3d 1106, 1109 (Fed. Cir. 2017). The court dismissed the appeal for lack of jurisdiction because it found that the Board’s June 28, 2016 decision was not a final order or final decision for purposes of 28 U.S.C. § 1295(a)(9). Id. at 1109-11. Following the Federal Circuit’s decision, the appellant’s appeal of his removal was automatically refiled. I-2 AF, Tab 2. During the course of the appeal, the appellant requested an extended adjournment because of his representative’s unavailability. I-2 AF, Tab 43 at 2. The administrative judge therefore dismissed the appeal without prejudice, to be automatically refiled in 60 days. Id. at 1-3. The appeal was thereafter automatically refiled. Morrison v. Department of the Navy, MSPB Docket No. PH-0752-16-0422-I-3, Appeal File (I-3 AF), Tab 2. Following the failure of the appellant to appear for his requested hearing, the appeal was decided based on the written record. I-3 AF, Tab 18, Initial Decision (ID) at 1. The administrative judge affirmed the appellant’s removal, finding that his position required a security clearance, his security clearance was revoked, he4 was provided the required procedural protections, and the agency had no policy or regulation requiring it to reassign him to a different position. ID at 5-6. She noted that, in cases such as this, involving a removal based on the revocation of a security clearance, the Board does not conduct a traditional Douglas factors2 analysis, ID at 4-5, and she was thus precluded from considering the appellant’s affirmative defense of age discrimination, ID at 6 n.2. The appellant has filed a lengthy petition for review. Petition for Review (PFR) File, Tab 1. In it, he makes the following arguments, among others: (1) the agency failed to provide him with “termination papers”; (2) the agency violated his due process rights and committed harmful error when it removed him; (3) the agency failed to consider the Douglas factors in removing him; (4) the agency removed him because of his age and his equal employment opportunity (EEO) activities, his whistleblowing activities, and his decision to file a grievance; (5) his retirement was involuntary; (6) the agency failed to carry out the Board’s prior orders; (7) the agency failed to properly respond to his discovery requests and thereby violated his due process rights; (8) the agency representative committed fraud by forging his signature; (9) his requested witnesses, who were agency employees, were not made available; (10) the agency witnesses and representatives refused to be on video; (11) one of the compact discs (CDs) he was sent, which contained the recording of a status conference, was cracked, and he should be provided all recordings and transcripts of the calls made in this appeal; (12) the administrative judge improperly rejected his filings on technical grounds; (13) the administrative judge improperly denied his request for a continuance of the hearing and then denied him a hearing; (14) the administrative judge was biased against him; (15) the administrative judge should have appointed him a representative; and (16) he should be awarded damages and attorney fees. Id. He also provides additional documentation, to include the 2 In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981 ), the Board articulated a nonexhaustive list of factors that are relevant in determining the appropriateness of a penalty.5 following: some of the agency’s responses to his interrogatories and requests for production of documents; his communication with the administrative judge about a cracked CD and alleged fraud by agency counsel; the initial decision; and a complaint that he filed below against the administrative judge and agency counsel. Id. at 26-28, 37-73. The agency has filed a response opposing the petition. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The agency proved the charge. The agency bears the burden of proving its charge by preponderant evidence. Munoz v. Department of Homeland Security , 121 M.S.P.R. 483, ¶ 7 (2014). In an appeal of an adverse action under 5 U.S.C. § 7513 based on the denial, revocation, or suspension of a security clearance, the Board does not have the authority to review the substance of the underlying security determination. Department of the Navy v. Egan , 484 U.S. 518, 530 (1988); Grimes v. Department of Justice, 122 M.S.P.R. 36, ¶ 7 (2014). Rather, the Board only has the authority to review whether (1) the appellant’s position required a clearance, (2) the clearance was denied, revoked, or suspended, and (3) the employee was provided with the procedural protections specified in 5 U.S.C. § 7513. Grimes, 122 M.S.P.R. 36, ¶ 7. Section 7513(b) provides that, in connection with a proposed removal action, an employee is entitled to the following: (1) at least 30 days’ advance written notice, stating the specific reasons for the proposed action; (2) a reasonable time, but not less than 7 days, to answer orally and in writing and to furnish affidavits and other documentary evidence in support of the answer; (3) to be represented by an attorney or other representative; and (4) a written decision and the specific reasons therefor. Among other things, the administrative judge found that the undisputed evidence established the following: (1) the appellant’s position was a non-critical sensitive position that required him to maintain eligibility for a security6 clearance; (2) his eligibility for a security clearance and his assignment to a sensitive position was revoked; (3) he was provided 30 days’ advance written notice of the specific reasons for his proposed removal (5 U.S.C. § 7513(b)(1)); and (4) he was provided a reasonable opportunity to respond (5 U.S.C. § 7513(b) (2)). ID at 2, 5. The appellant does not challenge these findings on review, and we discern no reason to disturb them. Accordingly, we find that these elements are satisfied. Regarding whether the appellant was allowed representation in connection with the proposed removal (5 U.S.C. § 7513(b)(3)), the administrative judge found that he had an opportunity to be represented. ID at 5. However, the appellant indicates on review that, upon being shown the July 13, 2012 decision notice, he was denied the opportunity to speak to his attorney before making a decision on whether to retire or to be removed. PFR File, Tab 1 at 11. The proposal notice informed the appellant that he could be represented by an attorney or other representative in making his reply, but that such designation had to be in writing. I-2 AF, Tab 9 at 164. The then-unissued 2012 decision letter stated that the appellant designated a representative in a facsimile sent on April 3, 2012. Id. at 64. Moreover, the appellant’s response to the notice of proposed removal contained an annotation indicating that a carbon copy would be sent to his representative. Id. at 80-84. Additionally, he has been represented by the same representative throughout these appeals.3 Accordingly, we find that the agency has complied with the requirements of 5 U.S.C. § 7513(b)(3). Regarding 5 U.S.C. § 7513(b)(4), the appellant asserts that he never received a termination letter in 2012 or thereafter. PFR File, Tab 1 at 18. The record contains two written decision letters regarding the appellant’s removal. The first is dated July 13, 2012, and stated that the appellant was to be removed 3 The appellant’s allegation that he was denied the opportunity to speak with his representative on July 13, 2012, when he had to decide between retirement and removal before the decision letter was issued, has little, if any, relevance to the appeal before us, since the Board determined that his retirement was involuntary.7 that same day based on the charge of Denied Eligibility to Access Non -Critical Sensitive Areas. I-2 AF, Tab 9 at 20-22. The second is dated July 6, 2016, and it referenced and reissued the earlier decision letter and readopted the findings therein. Id. at 19. It appears undisputed that, although the appellant was not formally issued the July 13, 2012 decision letter, he was made aware of the nature of the contents therein on that date. Additionally, the appellant included a copy of the July 6, 2016 decision letter, as well as the reissued and readopted July 13, 2012 decision letter, with his initial appeal. IAF, Tab 1 at 9-12. Accordingly, we find that the agency complied with the requirements of 5 U.S.C. § 7513(b)(4) by providing the appellant with its written decision, containing the specific reasons therefor, concerning his removal. We further find that the charge is sustained. We have considered the appellant’s substantive arguments regarding the removal, but none warrant a different outcome. For example, below, the appellant filed a complaint in which he asserted, among other things, that he was denied due process and/or that the agency engaged in harmful error when the agency failed to (1) notify him of its attempt to “[b]ack date” his removal, and (2) provide him notice of the removal, his Board appeal rights, and the specific grounds and material relied upon for its removal decision. I-2 AF, Tab 39 at 6-7. The administrative judge did not address the appellant’s argument regarding the attempt to “[b]ack date” his removal, although she did find that that he “was provided a written decision with reasons in accordance with Section 7513(b).” ID at 5. On review, the appellant attaches his complaint and the arguments raised therein, PFR File, Tab 1 at 62-63, which we construe as an allegation that the administrative judge erred in her analysis of these issues. For the reasons discussed above, the appellant’s assertions that the agency failed to provide him with notice of the removal and the specific grounds for its decision are without merit. Furthermore, the 2016 decision letter, which reissued the 2012 decision letter, informed the appellant of his Board appeal rights. I-2 AF, Tab 9 at 19-22. 8 Due process requires that the appellant be given notice of the reasons for the removal and an opportunity to respond. Cleveland Board of Education v. Loudermill, 470 U.S. 532, 546 (1985). The appellant has not cited any specific evidence in support of his bare assertion that the agency failed to provide him with the material relied upon for its decision. To the contrary, the March 28, 2012 proposal notice indicated that the agency’s case file and materials relied upon were included with the notice. I-2 AF, Tab 9 at 163-64. Moreover, the administrative judge sanctioned the appellant and held that the agency’s requests for admissions would be deemed admitted based on his failure to respond in accordance with her order. I-3 AF, Tab 9 at 5. Among other things, the administrative judge deemed that the appellant admitted that, on or about March 28, 2012, he was presented with a proposal notice along with the material upon which the notice relied. Id. at 5, 9. Accordingly, we find that the agency provided the appellant with the material relied upon for its decision, and thus, there was no due process violation or agency error. Regarding the appellant’s assertion that the agency failed to notify him of its attempt to back date his removal, PFR File, Tab 1 at 62, the nature of this assertion is unclear. We interpret his assertion as arguing that the agency failed to issue him another proposal notice following the Board’s finding that his retirement was involuntary and its order to the agency to determine whether it would have removed the appellant if he did not retire. However, the appellant cites no authority for the proposition that the agency was required to issue him a second proposal notice following the reversal of his retirement as involuntary, nor are we aware of any. We find that there was no need for the agency to issue a new proposal notice following the Board’s 2016 final order. To hold otherwise— and require the agency to initiate an entirely new removal action whereby it would have to provide the appellant with, inter alia, 30 days advance written notice—would place the appellant in a better position than he would have enjoyed if he had not retired on July 13, 2012. See Baldwin v. Department of Veterans9 Affairs, 111 M.S.P.R. 586, ¶¶ 45-47 (2009) (finding that the Board’s relief order for an appellant whose resignation was found involuntary had to take into account that the agency had decided to remove him the same day he resigned). Accordingly, we find his argument to be without merit. We have considered the appellant’s argument that the penalty of removal is inconsistent with the Douglas factors. E.g., PFR File, Tab 1 at 15-19. However, unless an employee has been provided a substantive right to reassignment through statute or regulation, it is improper for the Board to consider the Douglas factors in cases wherein the employee has been subjected to an adverse action based on security clearance or eligibility determinations. Ryan v. Department of Homeland Security, 793 F.3d 1368, 1373 (Fed. Cir. 2015); Munoz, 121 M.S.P.R. 483, ¶ 15. Here, as the administrative judge found, the agency set forth unrefuted evidence that no such statute or regulation required the agency to transfer the appellant to a non-sensitive position. ID at 5 (citing I-2 AF, Tab 9 at 25, 236). Therefore, we need not address his arguments regarding the Douglas factors. The appellant also argues that the agency discriminated against him in violation of Title VII of the Civil Rights Act of 1964 and retaliated against him because of his EEO activity, his whistleblowing disclosures, and his filing of a grievance. E.g., PFR File, Tab 1 at 9-10, 12-14, 25, 28-29. The Board is without authority to review such affirmative defenses in the context of an adverse action based on a security clearance determination. Adams v. Department of Defense , 688 F.3d 1330, 1334 (Fed. Cir. 2012); Doe v. Department of Justice , 121 M.S.P.R. 596, ¶ 10 & n.5 (2014). Therefore, we need not address such claims on review. The agency restored the appellant to the status quo ante. The appellant asserts that the agency never returned him to the status quo ante by cancelling his retirement and providing him an appropriate amount of10 back pay.4 PFR File, Tab 1 at 24-25. The appellant also requests front pay, damages, “interest compounded, 401k losses to be added, [v]acation [p]ay, [and] [s]ick pay.” Id. at 23, 29. The Board has jurisdiction to consider an appellant’s claim of agency noncompliance with a Board order. Kerr v. National Endowment for the Arts , 726 F.2d 730, 733 (Fed. Cir. 1984). When an agency action is canceled, the proper remedy is to place the employee as nearly as possible in the status quo ante, i.e., in the position he would have occupied absent the improper action. Sink v. Department of Energy , 110 M.S.P.R. 153, ¶ 19 (2008). Status quo ante relief does not entitle an appellant to be placed in a better position than he would have enjoyed had the adverse action not occurred. Id.; King v. Department of the Navy, 98 M.S.P.R. 547, ¶ 19 (2005), aff’d, 167 F. App’x 191 (Fed. Cir. 2006). Normally, issues of agency noncompliance and status quo ante relief are addressed in a petition for enforcement. However, the appellant was not advised during the course of this appeal that he should have filed a petition for enforcement regarding the agency’s alleged noncompliance with the Board’s prior order, and he did not file such a petition for enforcement. Given the unusual posture of this appeal, we consider this issue herein. See, e.g., Sink, 110 M.S.P.R. 153, ¶¶ 18-23 (remanding the appeal and discussing the appellant’s entitlement to status quo ante relief in an involuntary retirement appeal under unusual circumstances, including that the appellant’s former position had been abolished in a legitimate reorganization, he refused a directed reassignment, the agency proposed his removal based on his refusal to accept the directed reassignment, and the appellant involuntarily retired before a decision on the proposed removal). For the reasons discussed herein, the only improper action was the appellant’s involuntary retirement in 2012. Consistent with the Board’s June 28, 4 On review, the appellant asserts that he was forced to retire in 2012. PFR File, Tab 1 at 11-12. However, as noted above, the Board has already found that his retirement was involuntary. Therefore, we need not address this issue on review.11 2016 Final Order, the agency found, by letter dated July 6, 2016, that, had the appellant not retired on July 13, 2012, it would have effected his removal that day. I-2 AF, Tab 9 at 19. The agency therefore documented his removal, effective July 13, 2012, as when an employee retires in lieu of removal. Id. at 70. The agency’s evidence is credible and comports with the Board’s order. Because we find that the appellant would have been removed, effective July 13, 2012, but for his involuntary decision to retire on that same day, ordering that he be provided back pay or other compensation for any amount of time following that date would place him in a better position than he would have enjoyed had his involuntary retirement not occurred. Accordingly, we find that the agency has provided the appellant with all of the status quo ante relief to which he is entitled. The appellant’s remaining arguments do not warrant a different outcome. On review, the appellant argues, among other things, that the administrative judge was biased against him and erred when she denied his request for a continuance of the hearing and decided the appeal on the written record, rejected his motions to compel, failed to address the agency representative’s alleged fraud, and failed to provide him with a representative. PFR File, Tab 1 at 6-9, 14-15, 19-22, 26-28, 45. For the reasons stated below, we find that the appellant’s arguments are without merit. The administrative judge properly denied the appellant’s request for a continuance of the hearing and decided the appeal based on the written record. The Board’s regulations provide that a motion for postponement of the hearing must be made in writing and must be accompanied by an affidavit or sworn statement that describes the reasons for the request, and the administrative judge will grant the request only upon a showing of good cause. Brown v. Department of the Interior , 86 M.S.P.R. 546, ¶ 15 (2000); 5 C.F.R. § 1201.51(c). 12 On the evening of February 25, 2019, the appellant requested via facsimile a continuance of the video-conference hearing scheduled for February 28, 2019. I-3 AF, Tab 9 at 9, Tab 12. His motion made the following assertions: (1) there was a death and an out-of-town wedding in his family; (2) the appellant’s representative’s mother was ill; and (3) there was a “need for all the witnesses to be video taped [sic].” I-3 AF, Tab 12 at 1. No further details or evidence were provided in support of his motion for a continuance. The administrative judge denied the appellant’s motion because he did not show good cause. I-3 AF, Tab 14 at 1. The administrative judge informed him that, if he failed to appear for the February 28, 2019 hearing, she would treat his non -appearance as a request to withdraw his request for the hearing and decide the appeal based on the written record. Id. On February 28, 2019, the administrative judge opened the record, stated that the appellant had called earlier that morning to say that he would not be appearing for the hearing, noted that the agency representative had appeared for the hearing, and canceled the hearing. I-3 AF, Tab 15, Hearing Compact Disc. Later that day, the appellant filed a submission in which he indicated that he was “very troubled” by the administrative judge’s denial of his request for a continuance, he reiterated the bases for his motion, and he added that he could “not make the hour long trip” to the hearing due to “icy conditions” and “slippery weather.” I-3 AF, Tab 16 at 1-2. Neither his motion nor later submission was in the form of an affidavit or sworn statement. Under the circumstances of this case, in which no affidavit or sworn statement was provided in support of the motion for continuance, we agree with the administrative judge that the appellant failed to make a showing of good cause for a continuance. See McCarthy v. International Boundary and Water Commission, 116 M.S.P.R. 594, ¶¶ 22-23 (2011) (finding that the administrative judge did not abuse his authority in denying the appellant’s request to postpone the hearing when the appellant failed to show good cause for such postponement),13 aff’d, 497 F. App’x 4 (Fed. Cir. 2012); see also Johnson v. Department of the Treasury, 721 F.2d 361, 362-65 (Fed. Cir. 1983) (finding that the presiding official did not abuse his discretion in denying a third requested postponement of the hearing and deciding the appeal on the written record when the appellant’s representative disregarded the Board’s regulations and procedures). In light of our finding that the administrative judge did not err in canceling the hearing, we need not address the appellant’s other hearing-related arguments regarding witnesses or the manner in which the hearing was to be held. The administrative judge properly rejected the appellant’s motions to compel. On review, the appellant indicates that the administrative judge improperly rejected some of his pleadings for failing to comply with technical requirements. PFR File, Tab 1 at 14. He argues that administrative judges should provide guidance to pro se appellants and interpret their arguments in the most favorable light. Id. (citing Miles v. Department of Veterans Affairs , 84 M.S.P.R. 418 (1999)). He also asserts that the administrative judge returned his motions back to him without ruling on them. E.g., PFR File, Tab 1 at 21. Although unclear, it appears that the appellant is referring to the administrative judge’s decision to deny his various motions to compel. The Board will not reverse an administrative judge’s rulings on discovery matters absent an abuse of discretion . Wagner v. Environmental Protection Agency , 54 M.S.P.R. 447, 452 (1992), aff’d, 996 F.2d 1236 (Fed. Cir. 1993) (Table). In her order and summary of telephonic status conference, the administrative judge noted that the appellant appeared to have filed several motions to compel, and she denied them for failure to comply with 5 C.F.R. §§ 1201.73, 1201.74. I-2 AF, Tab 16 at 1. Among other things, these regulations provide that motions for orders compelling discovery must include the following: (i) a copy of the original discovery request and a statement showing that the information sought is discoverable; (ii) a copy of the response to the request or a statement that no14 response has been received, along with an affidavit or sworn statement supporting the statement; and (iii) a statement that the moving party has discussed or attempted to discuss the anticipated motion with the nonmoving party and made a good faith effort to resolve the discovery dispute and narrow the areas of disagreement. 5 C.F.R. §§ 1201.73(c)(1), 1201.74(a). Here, at a minimum, the appellant’s motions to compel failed to include a statement showing that the information sought was discoverable and a statement that he made a good faith effort to resolve the discovery dispute and narrow the areas of disagreement. I-2 AF, Tabs 10-13. Indeed, some of the information that the appellant indicated he was seeking involved the Douglas factors and accommodations given to other employees, information that is not relevant to the issues in this appeal and, thus, not discoverable. E.g., I-2 AF, Tab 11 at 6-9, 11, Tab 12 at 2; see 5 C.F.R. § 1201.72(a) (providing that relevant information includes information that appears reasonably calculated to lead to the discovery of admissible evidence). Thus, we discern no error with the administrative judge’s decision to deny these motions to compel. In her order and summary of the status conference, however, the administrative judge provided the appellant the opportunity to file an amended motion to compel in compliance with the Board’s regulations. I-2 AF, Tab 16 at 1. The appellant thereafter filed additional motions to compel, I-2 AF, Tabs 21-22, which the administrative judge subsequently denied as being noncompliant with 5 C.F.R. §§ 1201.73, 1201.74, I-2 AF, Tab 23 at 1. She also stated that any further motions to compel filed by the appellant would be rejected. Id. The administrative judge thereafter rejected three additional motions to compel filed by the appellant.5 I-2 AF, Tabs 27, 34. 5 The administrative judge also rejected a submission from the appellant that was received after the issuance of the initial decision. I-3 AF, Tab 20. The appellant has not specifically alleged error with respect to the administrative judge’s rejection of this submission, PFR File, Tab 1, and we need not consider this issue on review.15 Although the appellant is correct that administrative judges should provide more guidance to pro se appellants, see Miles, 84 M.S.P.R. 418, ¶ 10, during the time period relevant here, the appellant was represented by a non-attorney representative. Moreover, following the appellant’s initial failure to comply with the Board’s regulations concerning motions to compel, the administrative judge directed him and his representative to those regulations and provided him another opportunity to submit a motion to compel that complied with the regulations. I-2 AF, Tab 16 at 1. Thus, we find that the appellant was provided ample guidance and the opportunity to cure the defects in his earlier motions to compel. Additionally, as the appellant notes, the MSPB Judge’s Handbook requires administrative judges to issue a written disposition for every motion filed. PFR File, Tab 1 at 28; see MSPB Judge’s Handbook, Ch. 5 § 3.6 The Handbook provides that “[i]t is important to assure that the record contains a clear ruling on all motions that may be significant so that the record reflects fully the [administrative judge’s] actions and decisions.” MSPB Judge’s Handbook, Ch. 5 § 3. Here, the administrative judge disposed of the appellant’s motions to compel by either denying them or by rejecting them in written decisions that fully reflected the administrative judge’s analysis. Under the circumstances presented here, we find no abuse of discretion committed by the administrative judge. In light of our finding that the administrative judge properly denied or rejected the appellant’s motions to compel discovery, we need not address the appellant’s argument on review that the agency failed to comply with his discovery requests and thereby violated his due process rights. PFR File, Tab 1 at 8, 22. Relatedly, the appellant alleged below that one of the agency representatives committed fraud by rewriting his motion to compel and signing his name to it. I -2 AF, Tabs 21-22, Tab 37 at 1-3. Indeed, the appellant filed a complaint with the administrative judge regarding this allegation. I-2 AF, 6 https://www.mspb.gov/appeals/files/ALJHandbook.pdf (last visited Jul. 16, 2024).16 Tab 39. The administrative judge found that the appellant failed to put forth any evidence that the agency engaged in fraud or exhibited bad faith, and she further found that the appellant failed to show that the agency representatives engaged in any contumacious conduct or conduct prejudicial to the administration of justice. I-3 AF, Tab 9 at 7. Accordingly, the administrative judge denied his request for sanctions. Id. The appellant includes this complaint on review, PFR File, Tab 1 at 58-70, and we interpret this inclusion as a request for the Board to reevaluate his complaint. The regulation at 5 C.F.R. § 1201.43 states that an administrative judge “may impose sanctions upon the parties as necessary to serve the ends of justice.” For the reasons stated by the administrative judge, we affirm her decision to deny the appellant’s request for sanctions. The appellant was not entitled to have a representative appointed for him by the Board. The appellant indicates that the Board should have appointed him a representative, considering that his chosen representative was “very ill,” and he makes reference to the French procedures. PFR File, Tab 1 at 15, 22. In French v. Office of Personnel Management , 810 F.2d 1118, 1120 (Fed. Cir. 1987), the Federal Circuit remanded a disability retirement appeal to the Board with instructions to formulate a procedure “to ensure the presence of a competent conservator or attorney” in a case involving “an apparently nonfrivolous claim of past incompetence by one presently incompetent.” The apparent ill health of the appellant’s representative is not a proper basis to invoke the French procedures because these procedures do not extend beyond cases involving a potential right to an annuity. Burge v. Department of the Air Force , 82 M.S.P.R. 75, ¶ 32 (1999). Because this removal action is based on a revoked security clearance and does not specifically involve a right to an annuity, it is the appellant’s obligation to secure his own representation. See Brum v. Department of Veterans Affairs , 109 M.S.P.R. 129, ¶ 5 (2008).17 The appellant failed to establish that the administrative judge was biased. Below, the appellant filed a complaint against the administrative judge asserting, among other things, that the administrative judge was biased against him during the July 11, 2018 status conference,7 during which she became “very angry,” “lost her composure,” and showed favoritism toward the agency by granting its numerous extension requests. E.g., I-2 AF, Tab 39 at 3-4, 13-14. He also requested a change of venue and a different administrative judge. Id. at 4. The administrative judge denied his request for her withdrawal. I-3 AF, Tab 9 at 7-8. The appellant resubmits his complaint on review, PFR File, Tab 1 at 58-70, which we interpret as his request for the Board to reevaluate these assertions. In making a claim of bias or prejudice against an administrative judge, a party must overcome the presumption of honesty and integrity that accompanies administrative adjudicators. Oliver v. Department of Transportation , 1 M.S.P.R. 382, 386 (1980). Our review of the record in this case indicates that the administrative judge made some inappropriate statements directed at the appellant’s representative during the July 11, 2018 status conference. I-2 AF, Tab 26. 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)). As the court found in Bieber, 287 F.3d at 1361-62, some of the 7 The appellant indicates that he was previously sent a broken copy of the recording of this status conference. PFR File, Tab 1 at 21, 26. He requests the recordings and transcripts of all the conferences in this appeal. Id. at 21, 26, 28. Below, the administrative judge provided him information on how to request another copy of the status conference recording. I-3 AF, Tab 9 at 6-7. The appellant may request a copy of any of the recordings in this appeal in accordance with 5 C.F.R. § 1201.53(c). 18 administrative judge’s comments in this case were inappropriate, but they do not meet this standard and, thus, do not warrant new proceedings. Regarding the administrative judge’s decision to grant the agency’s extension requests, the record reflects that the administrative judge’s flexibility extended to both parties. For example, she rescheduled several conferences because of the appellant’s or his representative’s unavailability, I-2 AF, Tabs 5, 14, and dismissed the appeal without prejudice, to be automatically refiled, for his benefit, I-2 AF, Tab 43. Moreover, it is well settled that an administrative judge’s case-related rulings, even if erroneous, are insufficient to establish bias warranting recusal, and claims of perceived adjudicatory errors simply do not provide a basis for recusal. King v. Department of the Army , 84 M.S.P.R. 235, ¶ 6 (1999). Accordingly, we find that the appellant has failed to establish that the administrative judge was biased against him. The appellant’s requests for attorney fees and damages are denied. The appellant requests attorney fees and costs as well as compensatory and consequential damages. PFR File, Tab 1 at 23, 29. However, following the Board’s June 28, 2016 Final Order, the appellant filed a motion for attorney fees, which the administrative judge granted in part for the appellant’s attorneys’ work on the following appeals: MSPB Docket Nos. PH-0752-14-0669-I-1, PH-0752- 14-0669-B-1, and PH-0752-14-0669-A-1. Morrison v. Department of the Navy , MSPB Docket No. PH-0752-14-0669-A-1, Initial Decision (Oct. 3, 2016). The administrative judge’s decision on that motion for attorney fees became final on November 7, 2016, after neither party filed a petition for review. The appellant’s requests for fees and damages in this matter are denied because, among other things, they do not comport with the Board’s regulations at 5 C.F.R. §§ 1201.202-.204. Finally, we have considered the remaining arguments raised in the appellant’s petition for review but find that they do not warrant a different19 outcome. We therefore deny the petition for review and affirm the initial decision. NOTICE OF APPEAL RIGHTS8 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 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: 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. 20 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any21 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’s22 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 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 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. 23 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.24
Morrison_John_W_PH-0752-16-0422-I-3__Final_Order.pdf
2024-07-16
JOHN W. MORRISON v. DEPARTMENT OF THE NAVY, MSPB Docket No. PH-0752-16-0422-I-3, July 16, 2024
PH-0752-16-0422-I-3
NP
956
https://www.mspb.gov/decisions/nonprecedential/Bunch_Gloria_A_CH-0752-13-0455-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GLORIA A. BUNCH, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-0752-13-0455-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gloria A. Bunch , Little Rock, Arkansas, pro se. Zane Perry Schmeeckle , Kansas City, Missouri, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her appeal of her removal as barred by the doctrine of res judicata. For the reasons set forth below, the appellant’s petition for review is DISMISSED as untimely filed without good cause shown. 5 C.F.R. § 1201.114(e), (g). 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). BACKGROUND ¶2On July 31, 2007, the appellant appealed the agency’s decision removing her from her position as a Social Worker at the VA Medical Center in Kansas City, Missouri, and the administrative judge in that case issued an initial decision on November 13, 2007, sustaining the agency’s removal action. Bunch v. Department of Veterans Affairs , MSPB Docket No. CH-0752-07-0587-I-1, Appeal File, Tabs 1, 32. The appellant filed a petition for review of that decision and on February 29, 2008, the Board issued a Final Order denying the appellant’s petition for review.2 Bunch v. Department of Veterans Affairs , MSPB Docket No. CH-0752-07-0587-I-1, Petition for Review File, Tabs 1, 6. ¶3On April 18, 2013, the appellant filed the instant appeal, again challenging her removal. Initial Appeal File (IAF), Tab 1. The administrative judge issued an acknowledgment order noting that it appeared the appellant was attempting to raise a claim that had already been fully adjudicated and instructed her to file evidence and argument to show good cause why her appeal should not be dismissed on res judicata grounds. IAF, Tab 2; see IAF, Tabs 7, 9. After considering the appellant’s jurisdictional response, the administrative judge issued an initial decision on August 1, 2013, dismissing the appeal as barred by the doctrine of res judicata, without holding the appellant’s requested hearing. IAF, Tab 13, Initial Decision (ID); see IAF, Tabs 10-12. The administrative judge informed the appellant that any petition for review of the initial decision must be filed no later than September 5, 2013, and provided instructions on how to do so. ID at 3-6. 2 The appellant also filed a petition for review of the Board’s decision with the Equal Employment Opportunity Commission (EEOC) regarding her claim that the agency discriminated against her on the basis of reprisal for her prior protected equal employment opportunity activity when it removed her. See Bunch v. Department of Veterans Affairs, MSPB Docket No. CH-0752-07-0587-I-1, Petition for Review (0587 PFR) File, Tab 8. In a final decision dated April 22, 2008, the EEOC’s Office of Federal Operations concurred with the Board’s decision finding no discrimination. 0587 PFR File, Tab 10.2 ¶4The appellant filed a petition for review, more than 7 years later, on January 12, 2021. Petition for Review (PFR) File, Tab 1. The Acting Clerk of the Board issued an acknowledgment order noting that the appellant’s petition for review appeared untimely, and the appellant submitted a motion to waive the time limit for filing a petition for review. PFR File, Tabs 2-3. The agency filed a response requesting that the Board dismiss the petition for review as untimely filed without good cause shown for the delay, or alternatively, affirm the initial decision because the administrative judge correctly dismissed the appeal as barred by the doctrine of res judicata. PFR File, Tab 4. The appellant filed a reply. PFR File, Tab 11.3 DISCUSSION OF ARGUMENTS ON REVIEW The appellant’s petition for review is untimely filed without good cause shown. ¶5The Board’s regulations provide that a petition for review must be filed within 35 days after the date of the issuance of the initial decision, or, if the petitioner shows that the initial decision was received more than 5 days after the date of issuance, within 30 days after the date the petitioner received the initial decision. See 5 C.F.R. § 1201.114(e); see also Palermo v. Department of the Navy, 120 M.S.P.R. 694, ¶ 3 (2014). Here, the initial decision was issued on August 1, 2013, and the administrative judge correctly informed the appellant that she was required to file any petition for review no later than September 5, 2013. ID at 1, 4. The appellant’s petition for review of the initial decision was filed on January 12, 2021. PFR File, Tab 1 at 209; Tab 2 at 1. We therefore find that the petition for review is untimely filed by over 7 years and 4 months. 3 The appellant also filed a pleading entitled “Notice of Motion and Motion to Quash Certificate of Service,” requesting that the Board reject the agency’s response to the petition for review because it failed to properly serve the pleading on the appellant by the response filing deadline. PFR File, Tab 6. In light of our disposition dismissing this appeal as untimely filed without good cause shown for the delay, the appellant’s motion is moot.3 ¶6The Board may waive its timeliness regulations only upon a showing of good cause for the untimely filing. Palermo, 120 M.S.P.R. 694, ¶ 4; 5 C.F.R. §§ 1201.12, 1201.114(g). The party who submits an untimely petition for review has the burden of establishing good cause by showing that she exercised due diligence or ordinary prudence under the particular circumstances of the case. Palermo, 120 M.S.P.R. 594, ¶ 4; 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 her petition. Palermo, 120 M.S.P.R. 694, ¶ 4; 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 Board may decline to excuse a pro se appellant’s minimal delay when she fails to establish that she acted with due diligence. See, e.g., Lockhart v. Office of Personnel Management , 94 M.S.P.R. 396, ¶¶ 7-8 (2002). ¶7Although the appellant is pro se, the remaining factors disfavor finding that good cause exists for her delay in filing. Her filing delay of over 7 years and 4 months is significant. Youngblood v. U.S. Postal Service , 112 M.S.P.R. 136, ¶¶ 7-8 (2009) (finding a delay of over 2 years in the filing a petition for review was “significant,” and declining to excuse the untimeliness of the petition, even considering the appellant’s pro se status). We have also considered the appellant’s assertion that the filing deadline should be waived because of her various health conditions. The Board will find good cause for an untimely filing when a party demonstrates that she suffered from an illness or medical condition that affected her ability to file on time. See Pirkkala v. Department of Justice , 123 M.S.P.R. 288, ¶ 19 (2016). To establish that an untimely filing was the result4 of an illness, the party must (1) identify the time period during which she suffered from the illness, (2) submit medical evidence showing that she suffered from the alleged illness during that time period, and (3) explain how the illness prevented her from timely filing her petition or a request for an extension of time. Nesby v. Office of Personnel Management , 81 M.S.P.R. 118, ¶ 7 (1999); Lacy v. Department of the Navy , 78 M.S.P.R. 434, 437 (1998). The party need not prove incapacitation, only that her ability to file was affected or impaired by the medical condition. Id. ¶8In her motion to waive the time limit for filing a petition for review, the appellant identifies that she has had numerous hospitalizations and surgeries, and states that her health conditions have left her incapacitated and unable to advocate for herself. PFR File, Tab 3 at 2-3. With her motion, she provides an undated letter noting that she was admitted to a hospital from August 8, 2015, through August 22, 2015, for certain health conditions, and a letter dated October 27, 2010, noting that she had been treated for fibromyalgia and had a knee replacement on October 19, 2010. Id. at 4-5. Additionally, with her petition for review filing, the appellant provided numerous medical documents dating from May 1996 through December 9, 2020, documenting her various conditions. PFR File, Tab 1 at 28-208. The bulk of these records cover the period from April 2005 through April 2014, and relate to the appellant’s treatment for various health conditions. See id. at 30-141. The records also reflect that the appellant was hospitalized several times during the period from April 2005 through November 2006. Id. at 30-33, 37-38, 52-53, 56, 80. In her reply to the agency’s response to the petition for review, the appellant includes additional records covering the period from January 2013 through January 2014, relating mostly to her hip, shoulder, lower back, osteoarthritis, and associated pain conditions. PFR File, Tab 11 at 8-76. ¶9Although the appellant generally states that her various conditions prevented her from “being of sound mind and physical health to prosecute” her5 appeal in a timely manner, she has not specifically explained how her conditions prevented her from filing a petition for review or motion for an extension of time. PFR File, Tab 4 at 6. Although some of the medical records state that the appellant is disabled and unable to work due to her various conditions and include requests that she be provided additional time to submit filings, none of the records explain how her illnesses prevented her from timely filing a petition for review for the duration of the relevant time period, between the issuance of the initial decision on August 1, 2013, and the filing of her petition for review on January 12, 2021. See e.g., PFR File, Tab 1 at 48, 93, 137, 147-48. Specifically, none of the medical records cover a significant portion of the 7-year period between when the administrative judge issued the initial decision and when the appellant filed her petition for review, including the period from April 22, 2014, through August 7, 2015, and from August 23, 2015, through September 12, 2019. See Pirkkala, 123 M.S.P.R. 288, ¶ 20 (finding that the appellant failed to explain how her shoulder problems affected her ability to file a timely removal appeal); Gonzalez v. Department of Veterans Affairs , 111 M.S.P.R. 697, ¶¶ 9-10 (2009) (finding that a physician’s office’s notes excusing an appellant from work for stress, insomnia, and severe headaches failed to establish that his conditions impaired his ability to file a timely petition for review or request an extension of time to file); Stribling v. Department of Education , 107 M.S.P.R. 166, ¶¶ 10-11 (2007) (finding that an appellant failed to establish good cause for an untimely filing despite her assertion that she suffered from anxiety and depression because she did not present any evidence that specifically addressed her condition during the relevant time period even though other evidence showed that she suffered from symptoms prior to the filing period, and because she failed to explain how her medical conditions prevented her from making a timely filing or requesting an extension). ¶10Additionally, in December 2019, the appellant filed an appeal with the Office of Personnel Management (OPM) pertaining to her Federal Employees’6 Group Life Insurance coverage election, and subsequently filed a May 2020 Board appeal challenging OPM’s final decision and an October 2020 petition for review of that initial decision, all during the relevant period. Bunch v. Office of Personnel Management , MSPB Docket No. DA-0841-20-0350-I-1, Appeal File (0350 AF), Tab 1, 15; Bunch v. Office of Personnel Management , MSPB Docket No. DA-0841-20-0350-I-1, Petition for Review File, Tab 1; see 0350 AF, Tab 10 at 5-7. The appellant’s demonstrated ability to actively participate in other proceedings during the relevant period weighs against a finding that her medical conditions prevented her from timely filing her petition for review or a request for an extension of time. See Stribling, 107 M.S.P.R. 166, ¶ 14 (finding that the appellant failed to establish that her medical condition prevented her from timely filing her petition for review or a request for an extension of time because she was actively participating in other proceedings during the relevant time period). We therefore find that the appellant has failed to establish good cause for a waiver of the time limit.4 4 Following the close of the record on review, the appellant submitted a motion for leave to file an additional pleading. PFR File, Tab 18. In the motion, she requests to submit medical records demonstrating that she was “‘incapacitated’ throughout this process,” emphasizing that she had multiple hospitalizations during the period from May 2, 2021, through May 7, 2021, had surgeries, and was unable to advocate for herself. Id. at 3. She also asserts that her previous attorney failed to include all of her medical records below and that she did not understand a prior Board order rejecting her request to submit an additional pleading. Id.; PFR File, Tab 15. The appellant has not provided any indication of what new medical record evidence she would like to submit, if any, and further, she still has not alleged that the additional medical records would explain her untimeliness during the period relevant in this appeal, from August 1, 2013, through January 12, 2021. Regarding her assertion that her prior attorney improperly failed to include relevant medical record evidence below, the Board has repeatedly held that, absent evidence of deception, negligence, or malfeasance, the appellant is generally responsible for the errors of her chosen representative. See e.g., 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 his chosen representative); Fox v. U.S. Postal Service, 81 M.S.P.R. 522, ¶¶ 4-5 (1999) (rejecting an appellant’s attempt to introduce evidence on petition for review which was not introduced below, noting that appellant was responsible for the strategic errors of his representative); Sofio v. Internal Revenue Service, 7 M.S.P.R. 667, 670 (1981); cf. Pacilli v. Department of Veterans Affairs ,7 ¶11For the forgoing reasons, we dismiss the appellant’s petition for review as untimely filed without good cause shown. This is the final decision of the Merit Systems Protection Board regarding the timeliness of the petition for review. The initial decision remains the final decision of the Board regarding the removal appeal. NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 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, 404 F. App’x 466 (Fed. Cir. 2010). Accordingly, the motion is denied. See 5 C.F.R. §§ 1201.114(k), 1201.115(d). 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.8 (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you9 receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: 10 Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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. 11 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.12
Bunch_Gloria_A_CH-0752-13-0455-I-1__Final_Order.pdf
2024-07-16
GLORIA A. BUNCH v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-0752-13-0455-I-1, July 16, 2024
CH-0752-13-0455-I-1
NP
957
https://www.mspb.gov/decisions/nonprecedential/Moore-Moody_TonyaDC-1221-19-0581-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TONYA MOORE-MOODY, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-1221-19-0581-W-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Paul E. Hamilton , Gilbert, Arizona, for the appellant. David R. Scruggs , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to find that, as to one claim, the appellant did not exhaust her remedy with the Office of Special Counsel (OSC), and that therefore that claim must be dismissed for lack of jurisdiction, we AFFIRM the initial decision. The Board has jurisdiction over an IRA appeal if the appellant exhausts her administrative remedies before OSC and makes nonfrivolous allegations that (1) she made a disclosure described under 5 U.S.C. § 2302(b)(8) or engaged in protected activity described under 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D), and (2) the disclosure or 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 Yunus v. Department of Veterans Affairs , 242 F.3d 1367, 1371 (Fed. Cir. 2001). The administrative judge found the appellant exhausted her claim that she made protected whistleblower disclosures by filing an equal employment opportunity (EEO) complaint alleging that agency officials discriminated against her based on her race and sex, and retaliated against her for having filed a previous EEO complaint. Initial Appeal File (IAF), Tab 21, Initial Decision at 6-7. We find no error in the administrative judge’s findings regarding exhaustion of this claim before OSC.2 On review, the appellant argues that, in her EEO complaint, she also alleged that the agency violated the law, specifically, the Americans with Disabilities Act (ADA), in not selecting her for a higher-graded position for which she had applied, failing to reasonably accommodate her regarding the granting of leave under the Family and Medical Leave Act, and in job assignments. Petition for Review File, Tab 3 at 7-12. In an IRA appeal, the Board may consider only those matters that the appellant asserted before OSC .2 Mason v. Department of Homeland Security , 116 M.S.P.R. 135, ¶ 8 (2011). The appellant here failed to show that she raised to OSC her claim alleging violation of the ADA.3 IAF, Tab 2. Because she has not shown that she provided OSC with a sufficient basis to pursue an investigation regarding her claim that the agency violated the ADA or otherwise discriminated against her based on her disability, Ward v. Merit Systems Protection Board , 981 F.2d 521, 526 (Fed. Cir. 1992), she did not exhaust her 2 The purpose of the requirement that an appellant exhaust her remedies with OSC prior to filing an IRA appeal with the Board 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 Board, in Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶¶ 10-11, clarified the substantive requirements of exhaustion. The requirements are met when an appellant has provided OSC with a sufficient basis to pursue an investigation. The Board’s jurisdiction is limited to those issues that were previously raised with OSC. However, appellants may give a more detailed account of their whistleblowing activities before the Board than they did to OSC. Id. Appellants may demonstrate exhaustion through their initial OSC complaint; 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 test of the sufficiency of an employee’s charges of whistleblowing to OSC is the statement that she makes in the complaint requesting corrective action, not her post hoc characterization of those statements. Ellison v. Merit Systems Protection Board , 7 F.3d 1031, 1036 (Fed. Cir. 1993). 3 Below, the appellant stated that she did not have a copy of her OSC complaint. IAF, Tab 9 at 4. She submitted only the closure letter she received from OSC. IAF, Tab 2.3 remedy before OSC, and therefore that claim in her IRA appeal must be dismissed for lack of jurisdiction because of her failure to exhaust her remedy with OSC. 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). 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 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.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 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 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
Moore-Moody_TonyaDC-1221-19-0581-W-1__Final_Order.pdf
2024-07-16
null
DC-1221-19-0581-W-1
NP
958
https://www.mspb.gov/decisions/nonprecedential/Podgorski_PaulDC-3443-23-0322-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD PAUL PODGORSKI, Appellant, v. FEDERAL DEPOSIT INSURANCE CORPORATION, Agency.DOCKET NUMBER DC-3443-23-0322-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Paul Podgorski , Charlotte, North Carolina, pro se. Scott David Cooper , Esquire, Fairfax, Virginia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his appeal concerning his nonselection for multiple positions, finding that he failed to nonfrivolously allege that the agency subjected him to a suitability action. 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 and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). ¶2On review, the appellant asserts many of the same arguments that he raised before the administrative judge. Petition for Review (PFR) File, Tab 1. He also asserts that the agency’s purported policy of not referring to the hiring manager applications of employees who were previously removed from the agency for cause violates Office of Personnel Management (OPM) guidelines. Id. at 5-6. To the extent the appellant is attempting to assert that an employment practice applied to him by OPM violates a basic requirement in 5 C.F.R. § 300.103, the appellant did not raise such a claim before the administrative judge despite notice as to how to establish jurisdiction over such a claim, Initial Appeal File (IAF), Tab 5 at 2-3, and we therefore decline to consider it on review, see Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (stating 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). ¶3Regarding the suitability action appeal, the appellant challenges the administrative judge’s statement in the initial decision that some of his applications were referred to the hiring manager, stating that the administrative2 judge’s conclusion was not supported by statements from agency officials. PFR File, Tab 1 at 6. Even if the appellant was not referred to the hiring official for any of the positions at issue, we agree with the administrative judge’s conclusion that it was the agency’s application of a policy, and not a case-specific examination of the appellant’s prior conduct as it bears on his current suitability, that led to his nonselection for various positions and, therefore, the Board lacks jurisdiction over the appeal as a suitability action. IAF, Tab 20, Initial Decision (ID) at 4-5; see Malone v. U.S. Postal Service , 28 F. App’x 936, 938-39 (Fed. Cir. 2001) (dismissing for lack of jurisdiction an appeal challenging an agency policy that refused to employ persons who were previously removed from Federal service for cause, concluding that the employee had failed to make a nonfrivolous allegation that the agency subjected him to a suitability determination).2 For the reasons set forth in the initial decision, we agree with the administrative judge that the appellant has failed to nonfrivolously allege jurisdiction over his suitability action appeal.3 ID at 4-5. 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 2 The Board may choose to follow nonprecedential decisions of the U.S. Court of Appeals for the Federal Circuit that it finds persuasive, as we do here. See Dean v. Office of Personnel Management , 115 M.S.P.R. 157, ¶ 14 (2010). Although Malone was issued before OPM amended its regulations in 2008, we find that those amendments further support the holding in Malone that a nonselection is not a suitability action, even if it is based on the criteria in 5 C.F.R. § 731.202. Malone, 28 F. App’x at 938-39; 5 C.F.R. § 731.203(b) (“A non-selection, or cancellation of eligibility for a specific position based on an objection to an eligible . . . is not a suitability action even if it is based on reasons set forth in § 731.202.”). 3 We deny the appellant’s motion to strike the agency’s response to his petition for review and find that the agency’s response was timely filed in accordance with 5 C.F.R. § 1201.23. 4 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.3 review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the5 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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 of6 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Podgorski_PaulDC-3443-23-0322-I-1__Final_Order.pdf
2024-07-16
PAUL PODGORSKI v. FEDERAL DEPOSIT INSURANCE CORPORATION, MSPB Docket No. DC-3443-23-0322-I-1, July 16, 2024
DC-3443-23-0322-I-1
NP
959
https://www.mspb.gov/decisions/nonprecedential/Caldwell_Stephanie_L_DC-844E-19-0578-I-2__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD STEPHANIE L. CALDWELL, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-844E-19-0578-I-2 DATE: July 16, 2024 THIS ORDER IS NONPRECEDENTIAL1 Stephanie L. Caldwell , Concord, North Carolina, pro se. Christy Miller , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed a petition for review of the initial decision, which dismissed for failure to prosecute her appeal from a reconsideration decision 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). REMAND the case to the Washington Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant filed the instant appeal challenging OPM’s reconsideration decision denying her disability retirement benefits under the Federal Employees Retirement System (FERS). Initial Appeal File (IAF), Tab 1 at 3, Tab 6 at 6, 20-21. As relevant here, the administrative judge conducted a telephonic status conference, which both the appellant and the agency attended. Refiled Appeal File (RAF), Tab 2, Tab 3 at 1. During the status conference, the appellant promised to contact the administrative judge by December 30, 2019, to inform him of whether she wished to proceed to a hearing or have him issue a decision on the written record. RAF, Tab 3 at 2. Following the conference, the administrative judge issued a hearing order in which he ordered the parties to submit prehearing submissions, scheduled a prehearing status conference, and scheduled a hearing. Id. at 2-4. He subsequently issued an erratum notice moving forward the due date for prehearing submissions. RAF, Tab 4. The appellant subsequently never contacted the administrative judge regarding whether she wanted a hearing or a decision on the written record. RAF, Tab 6 at 2. Moreover, she did not file prehearing submissions, and she failed to appear for the prehearing conference. Id. The administrative judge therefore cancelled the hearing and ordered the appellant to show cause as to why sanctions, including the dismissal of her appeal with prejudice, should not be imposed. Id. at 2-3. The administrative judge further informed the appellant that if she failed to comply with the order, the appeal would be dismissed for failure to prosecute. Id. at 3. The order, issued on January 23, 2020, gave the appellant until January 30, 2020, to respond. Id. The appellant again did not respond.2 After the response window lapsed, the administrative judge issued an initial decision dismissing the appeal with prejudice for failure to prosecute. RAF, Tab 7, Initial Decision (ID) at 1. The administrative judge held that the appellant had failed to respond to or comply with “numerous” Board orders and directives during her appeal. ID at 4. He further observed that the appellant had been warned of the consequences of her failure to respond. Id. The appellant subsequently filed a petition for review. Petition for Review (PFR) File, Tab 1. She appears to assert that she never received the hearing order or erratum notice, claiming she “did not receive a notice to appear.” Id. at 1. She further states that she suffers from a mental illness, has been “extremely depressed,” and that her depression has hindered her from “properly taking care of business.” Id. Nonetheless, she repeats her claim that she did not receive the order and notice, and states that had she received them she would have complied. Id. She also attaches copies of medical records and a letter related to OPM’s processing of her disability retirement application. Id. at 5-217. The agency has not responded. DISCUSSION OF ARGUMENTS ON REVIEW The appellant has rebutted the presumption that she received the hearing order and the following erratum notice. Here, the appellant asserts on review that she never received “the notice to appear.” PFR File, Tab 1 at 1. We interpret this as a claim that she did not receive the hearing order and erratum notice. See Miles v. Department of Veterans Affairs , 84 M.S.P.R. 418, ¶ 10 (1999) (explaining that administrative judges should provide more guidance to pro se appellants and interpret their arguments in the most favorable light). Because she did not respond to the order to show cause below, the administrative judge did not have an opportunity to address this assertion. We do so here. The administrative judge mailed the hearing order and erratum notice to the appellant at the address she provided on her initial appeal form. IAF, Tab 1 at 1;3 RAF, Tab 3 at 6, Tab 4 at 2. The Board will presume that documents placed in the mail are received in 5 days. Cabarloc v. Department of Veterans Affairs , 110 M.S.P.R. 695, ¶ 7 (2009). However, a party may rebut this presumption with a statement denying receipt and certifying to the truth of the party’s statement. See id., ¶¶ 5, 7 (finding that an appellant’s statement as to the date of delivery of an agency’s final decision letter, made on an appeal form which included a certification that the statements therein were true, was sufficient to rebut the presumption of 5-day mail delivery). Here, the appellant stated in her unsworn petition for review that she did not receive the scheduling information. PFR File, Tab 1 at 1. Nonetheless, we find the statement sufficient to rebut the presumption of receipt under the facts here. The Board has previously held that, unless specifically required by the administrative judge, an appellant’s statement on the timeliness of an initial appeal need not be sworn or in affidavit form. Moss v. Department of the Army , 85 M.S.P.R. 478, ¶ 6 (2000). Although the order at issue here concerned the appellant’s failure to comply with a hearing order, and not the timeliness of her initial appeal, we find it analogous. The administrative judge did not require the appellant in the order to show cause to submit a sworn statement. Therefore, the appellant’s unsworn statement on review that she did not receive the hearing order is entitled to evidentiary weight. PFR File, Tab 1 at 1; see Moss, 85 M.S.P.R. 478, ¶ 6. In light of the lack of any contradictory evidence and the appellant’s pro se status, we find that the appellant established that she did not receive the hearing order and erratum notice. See Moss, 85 M.S.P.R. 478, ¶ 6 (considering as factors in favor of crediting an appellant’s unsworn statement as to when she received a termination notice from the Office of Special Counsel that her employing agency did not submit any evidence to contradict the appellant’s statement and her pro se status).4 The appellant’s failure to respond to the order to show cause is insufficient to warrant dismissal of the appeal. The appellant does not deny on review that she received and failed to respond to the order to show cause. PFR File, Tab 1 at 1. Thus, we presume she received the notice on January 28, 2020, 5 days after it was issued.2 RAF, Tab 6 at 1; see Cabarloc, 110 M.S.P.R. 695, ¶ 7. The administrative judge found that the appellant’s failure to respond to this order was part of a pattern of the appellant failing to respond to “numerous” orders, justifying a dismissal of failure to prosecute. ID at 3-4. We are not persuaded. The order to show cause stated that the appellant’s response was to be received by the administrative judge “on or before January 30, 2020.” RAF, Tab 6 at 3. Thus, accounting for 5 days of mailing to the appellant, it afforded the appellant only 2 days to review and respond to the order. It did not allow 5 days for return mailing.3 Under these circumstances, the administrative judge did not allow the appellant sufficient time to respond or file a motion for an extension. Holland v. Department of Labor , 108 M.S.P.R. 599, ¶¶ 5, 11 (2008) (concluding that a 5-day deadline for an appellant to respond to an order did not provide her with sufficient time to receive the order and respond); Lynch v. Office of Personnel Management , 79 M.S.P.R. 437, ¶ 8 (1998) (finding the administrative judge’s order, affording only 10 days for the order to reach an appellant and her response to be received, did not allow for any time to prepare a response in light of the 5-day presumption for mail delivery). In any event, failure to obey a single order does not ordinarily justify dismissal for failure to prosecute. Turner v. U.S. Postal Service , 123 M.S.P.R. 640, ¶ 14 (2016), aff’d per curiam , 681 F. App’x 934 (Fed. Cir. 2017). Here, the 2 The certificate of service indicates the order was mailed on January 22, 2020. RAF, Tab 6 at 4. However, the order is dated January 23, 2020. Id. at 1. Therefore, we assume it was actually mailed on the latter of those two dates, January 23, 2020. 3 The initial decision was issued only 12 days after the order to show cause, on February 4, 2020. ID at 1.5 appellant participated in her appeal by requesting “additional time to submit evidence that may support [her] appeal” and attending a status conference. IAF, Tab 10; RAF, Tab 2 at 1, Tab 3 at 1; see Wiggins v. Department of the Air Force , 113 M.S.P.R. 443, ¶ 12 (2010) (finding that an appellant who provides some responses to Board orders, even if incomplete or duplicative, does not evidence an intent to abandon an appeal). Because the appellant established on review that she did not receive the hearing order and erratum notice, her failure to respond to the remaining order, the order to show cause, is not sufficient to justify dismissing her appeal for failure to prosecute. Additionally, although the appellant allegedly “promised” to contact the administrative judge regarding whether she wanted a hearing or not, she was not ordered to do so. RAF, Tab 3 at 1-2. Accordingly, we find that the appellant’s failure to contact the administrative judge as promised does not evidence a lack of diligence or negligence or an intent to abandon her appeal. Based on the foregoing, we find that the appellant has not exhibited an intent to abandon her appeal, nor negligence or bad faith. Nonetheless, in remanding this appeal, we observe that appellants are expected to comply with all orders issued by the Board’s administrative judges. Wiggins, 113 M.S.P.R. 443, ¶ 15. Moreover, an administrative judge may impose various sanctions when a party fails to comply with an order. Id.; see 5 C.F.R. § 1201.43(a) (listing possible sanctions). Accordingly, on remand, the appellant must be more diligent in complying with the administrative judge’s orders and in pursuing her appeal to avoid the imposition of sanctions as necessary to serve the ends of justice. See Wiggins, 113 M.S.P.R. 443, ¶ 15. To the extent the appellant has submitted documents on review to argue she was unable to respond to the order to show cause for medical reasons, we find it unnecessary to consider them in light of our findings here. PFR File, Tab 1. To the extent she has submitted them to prove her entitlement to a disability6 retirement annuity, she may resubmit them below in compliance with the administrative judge’s orders. 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.7
Caldwell_Stephanie_L_DC-844E-19-0578-I-2__Remand_Order.pdf
2024-07-16
STEPHANIE L. CALDWELL v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-844E-19-0578-I-2, July 16, 2024
DC-844E-19-0578-I-2
NP
960
https://www.mspb.gov/decisions/nonprecedential/Rodriguez_RaulDA-0845-19-0284-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RAUL RODRIGUEZ, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-0845-19-0284-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Alfredo Morales , Esquire, McAllen, Texas, for the appellant. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the final decision of the Office of Personnel Management (OPM) regarding a Federal Employees’ Retirement System (FERS) annuity overpayment. Generally, we grant petitions such as this one only in the following 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND On December 31, 2014, the appellant retired from the Department of Homeland Security under FERS. Initial Appeal File (IAF), Tab 8 at 40. In his retirement application, the appellant indicated that he was unmarried and had no former living spouse. Id. at 36. He elected an unreduced annuity payable only during his lifetime and commencing January 1, 2015. Id. at 20, 36. However, at the time of his retirement, the appellant was involved in litigation with a woman claiming to be his common law wife and suing for divorce. IAF, Tab 1 at 4; Hearing Compact Disc (HCD) at 31:20 (testimony of the appellant). On May 14, 2015, a jury in the District Court of El Paso County, Texas issued a verdict finding that the appellant had entered into common law marriage as of July 6, 1996. IAF, Tab 8 at 22-23. On September 25, 2015, the court issued a divorce decree, effective August 20, 2015, which included a division of marital property. Id. at 22-30. As relevant here, the court ordered that the appellant’s former spouse be awarded an interest in his FERS basic annuity, as well as a2 former spouse survivor annuity “as more particularly set forth in the Qualifying Retirement Benefits Order filed with the Court contemporaneously with this decree.” Id. at 26. That order, captioned “Order Dividing Federal Employees’ Retirement System Benefits,” was issued in compliance with the requirements of 5 C.F.R. part 838, subpart C. Id. at 31-33. The order specified that the appellant’s former spouse was to receive 31.265% of the appellant’s gross monthly annuity, commencing September 1, 2015, as well as a former spouse survivor annuity in the maximum amount. Id. at 32. On April 29, 2017, OPM issued the appellant a notice stating that, effective June 1, 2017, it would begin directly paying the appellant’s former spouse the 31.265% of his basic annuity, as contemplated in the court order, and that the appellant’s former spouse was due a retroactive apportionment payment of $5,912.80, which OPM would recover by withholding $125 per month from the appellant’s annuity. Id. at 21. It does not appear that the appellant contested this action.2 OPM’s letter also acknowledged the court-ordered survivor annuity, but there was no mention of any deductions or overpayments that would be assessed against the appellant’s basic annuity to pay for it. Id. Subsequently, on March 12, 2018, OPM issued the appellant another notice, this time stating that it had determined that his former spouse was eligible for maximum survivor benefits effective January 1, 2015, and that adding the cost of the survivor benefits retroactive to that date had caused an overpayment of $15,406. Id. at 15. OPM proposed to collect the overpayment by withholding 36 monthly installments of $427.94 from the appellant’s annuity, with a final installment of $0.16. Id. The appellant requested reconsideration. Id. at 8-14. On March 13, 2019, OPM issued a reconsideration decision affirming the existence of the overpayment and the collection schedule. Id. at 5-7. 2 At this point, evidence concerning the former spouse’s share of the basic annuity, the retroactive apportionment payment, and the $125 monthly withholding vanishes from the record. It is not clear what ever became of this matter, but it is not at issue in the instant appeal, and we find that it is ultimately immaterial to the outcome.3 The appellant filed the instant Board appeal, challenging the existence of the overpayment and requesting a waiver. IAF, Tab 1. After a telephonic hearing, the administrative judge issued an initial decision, affirming the existence of the overpayment and denying the appellant’s request for waiver, but adjusting the collection schedule to $300 per month. IAF, Tab 17, Initial Decision (ID). The appellant has filed a petition for review, contesting the existence of the overpayment, requesting waiver of collection, and alleging bias by the administrative judge. Petition for Review (PFR) File, Tab 1. OPM has filed a response. PFR File, Tab 3. ANALYSIS OPM has proven the existence and the amount of the overpayment. OPM bears the burden of proving the existence and amount of an annuity overpayment by preponderant evidence. Vojas v. Office of Personnel Management, 115 M.S.P.R. 502, ¶ 10 (2011); see 5 C.F.R. § 845.307(a). In this case, the administrative judge found that, according to the court order, the appellant’s former spouse was entitled to a maximum survivor annuity, and that a maximum survivor annuity entails a 10% reduction in the basic annuity. ID at 2, 5. She further found that OPM provided sufficient evidence to prove the mathematical accuracy of the stated overpayment amount. ID at 5. On petition for review, the appellant renews his argument that OPM should not have honored the court order because he had elected no survivor annuity at the time of his retirement, and that his election controls over the court order. PFR File, Tab 1 at 6-8. We disagree. Under FERS, an employee who was married at the time of retirement will receive a fully reduced annuity in order to provide an annuity for his current spouse unless the employee and his spouse jointly waive the survivor annuity in writing.3 5 U.S.C. § 8416(a)(1); 5 C.F.R. 3 The amount of such a reduction is 10% of the retiree’s annuity. 5 U.S.C. § 8419(a) (1); 5 C.F.R. § 842.603(c). 4 § 842.603(a). Because the appellant was, in fact, married at the time of his retirement, it would appear that his election of an unreduced annuity was invalid for lack of spousal consent and waiver. However, as the appellant points out, there is an exception to the general rule requiring spousal consent and waiver if the employee establishes to OPM’s satisfaction that his spouse’s whereabouts cannot be determined, or “that, due to exceptional circumstances, requiring the employee . . . to seek the spouse’s consent would otherwise be inappropriate.” 5 U.S.C. § 8416(a)(2). The appellant asserts that his case “falls squarely” under the latter category because he alerted the OPM official preparing his retirement documents of the pending divorce proceedings, and the official allowed him to elect an unreduced annuity anyway.4 PFR File, Tab 1 at 6-7. We disagree. The existence of such “exceptional circumstances” must, under 5 C.F.R. § 842.607(b), be established by a judicial determination, and the appellant has presented no such judicial determination to the Board. Because the appellant elected an unreduced annuity without obtaining a written waiver from his then-current spouse, and the statutory waiver exception does not apply, we find that his initial election was invalid. Because the waiver exception does not apply, we do not reach the appellant’s argument that the waiver exception operates under 5 U.S.C. § 8445(e) to make the court order ineffective. PFR File, Tab 1 at 7-8. We find that the court order is valid and enforceable against the appellant retroactive to the date of his retirement, and that the appellant’s receipt of an unreduced annuity from January 2015 through February 2018 resulted in an overpayment. 4 Given the unusual circumstances in this case, it is not clear to us that the advice from this OPM official was wrong. We are unaware of any established protocol for handling annuity elections during the pendency of litigation concerning the existence of a current marriage. Because annuity election options are contingent on marital status, any option that the appellant might have selected would have been potentially invalid, depending on the outcome of the litigation. 5 Regarding the amount of the overpayment, the appellant does not directly challenge the administrative judge’s finding that OPM’s calculation of the overpayment amount was correct, and we find that her conclusion is supported by the record. ID at 5. During the 38-month period in question, the appellant received a gross monthly annuity of $4,036 for 23 months, $4,048 for 12 months, and $4,128 for 3 months, for a total of $153,788 (($4,036 × 23) + ($4,048 × 12) + ($4,128 × 3)). IAF, Tab 8 at 20. Had the appellant been receiving a fully reduced annuity to pay for the survivor annuity, he would have received $3,632 for 23 months, $3,642 for 12 months, and $3,714 for 3 months, for a total of $138,382 (($3,632 × 23) + ($3,642 × 12) + ($3,714 × 3)). Id. at 19. The difference between these two figures is OPM’s claimed overpayment amount of $15,406 ($153,788 – $138,382). Id. at 5. For these reasons, we agree with the administrative judge that OPM proved the existence and amount of the overpayment by preponderant evidence. The appellant has not established his right to a waiver. Recovery of an overpayment may not be made from an individual when, in the judgment of the OPM, the individual is without fault and recovery would be against equity and good conscience. 5 U.S.C. § 8470(b); 5 C.F.R. § 845.301.5 The pertinent considerations in finding fault are as follows: (1) whether payment resulted from the individual’s incorrect, but not necessarily fraudulent, statement, which he should have known to be incorrect; (2) whether payment resulted from the individual’s failure to disclose material facts in his possession which he should have known to be material; or (3) whether he accepted a payment which he knew or should have known to be erroneous. Maseuli v. Office of Personnel Management, 111 M.S.P.R. 439, ¶ 7 (2009); 5 C.F.R. § 845.302(a). The 5 The regulatory standards for waiver of overpayments under FERS are substantially similar, and indeed almost identical, to those under the Civil Service Retirement System (CSRS). Compare 5 C.F.R. part 831, subpart N, with 5 C.F.R. part 845, subpart C. We find the case law interpreting the CSRS regulations to be instructive in interpreting the FERS regulations.6 appellant bears the burden of establishing his entitlement to a waiver by substantial evidence. 5 C.F.R. §§ 845.307(b), 1201.56(b)(2)(ii). In this case, the administrative judge found that the appellant was at least partly at fault for creating the overpayment because he neglected to inform OPM of the court order, and he failed to question the correctness of his annuity payments, which did not reflect a 10% reduction. ID at 6-8. On petition for review, the appellant argues that OPM was at fault for creating the overpayment because it failed to notify him of his annuity election rights post-divorce so that he could elect an unreduced annuity. PFR File, Tab 1 at 10-12. Like the administrative judge, we are unpersuaded by this argument. ID at 7-8. The law makes no provision for an annuitant to unilaterally cancel a court-ordered survivor annuity. Applying the considerations of 5 C.F.R. § 845.302(a) to the facts of this appeal, we find that the appellant was not without fault in causing the overpayment. First, we find that the overpayment resulted from incorrect information that the appellant supplied on his retirement application, i.e., that he was unmarried at the time of his retirement. IAF, Tab 8 at 36; see Uresti v. Office of Personnel Management , 108 M.S.P.R. 262, ¶ 9 (2008) (finding that the appellant was not without fault in creating an overpayment which was caused by inaccurate information that he provided on his retirement application). We find that this statement was not fraudulent to the extent that the appellant genuinely believed that he was unmarried and had not yet received a judicial determination stating otherwise. Furthermore, there are mitigating circumstances involved because the appellant discussed the pending state district court proceedings with an OPM official, who allowed him to select an unreduced annuity regardless. HCD at 4:55 (testimony of the appellant). Nevertheless, the information that the appellant supplied on his retirement application was still incorrect, and although it was not fraudulent in nature, it remains a relevant consideration in the overall analysis. See 5 C.F.R. § 845.302(a)(1). 7 Second, we find that the overpayment, at least initially, resulted from the appellant’s failure to disclose material facts to OPM, i.e., the court order directing the payment of a survivor annuity. See Plewinski v. Office of Personnel Management, 44 M.S.P.R. 20, 22-23 (1990) (finding that the appellant was not without fault in causing an overpayment because she failed to inform OPM promptly of her remarriage, a material fact affecting her entitlement to a survivor annuity). The record does not reflect the date that OPM actually received the court order at issue. OPM has not provided any such evidence, and the appellant testified that he had no information on the matter, although he supposed that either his or his former spouse’s attorney must have submitted the order to OPM at some point. HCD at 29:50 (testimony of the appellant). What is clear is that somebody submitted the order to OPM at least by April 29, 2017, the date that OPM first notified the appellant that it had processed the order.6 IAF, Tab 8 at 21. We find that the appellant knew or should have known that the court’s decree was material information, and that it was incumbent upon him to notify OPM of the fact of his common law marriage, subsequent divorce, and court-ordered survivor annuity promptly after he received the court’s order, on or about September 25, 2015.7 Id. at 22-30. Nevertheless, we agree with the 6 On petition for review, the appellant asserts that “OPM was aware of the court order as of late 2015,” citing “documents on file with the [administrative judge].” PFR File, Tab 1 at 10. The appellant’s generic citation to the entire record does not approach the degree of specificity required by the Board’s regulations. See 5 C.F.R. § 1201.114(b) (stating that a petition for review “must be supported by specific references to the record). Our review of the record has uncovered no indication that OPM was aware of the court order prior to April 2017. To the extent that the appellant believes that the record contains a particular piece of evidence showing something different, he has failed to provide us with sufficient information to locate that evidence. In any event, even if OPM were aware of the court order in late 2015, we would still find that the appellant was partly at fault for the overpayment. 7 Our finding is supported by the appellant’s testimony that he discussed the pending district court proceedings with an OPM official at the time of his retirement. HCD at 4:55 (testimony of the appellant). This testimony tends to show that the appellant knew that his marital status was material to the annuity election issue because otherwise he would not have brought it up.8 appellant that OPM’s mishandling of his case from April 29, 2017 onward contributed to the overpayment problem. PFR File, Tab 1 at 9-10. OPM was clearly in possession of the court order on this date, yet it waited an additional 11 months before taking any action to reduce the appellant’s annuity. Id. at 17. OPM has provided no explanation for this delay, which we find was unwarranted and directly contributed to the overpayment. However, as discussed below, even after this time the appellant remained at least partly at fault for the overpayment’s continued accrual. Third, we find that the appellant accepted payments that he knew or should have known to be erroneous. See Dela Casa v. Office of Personnel Management , 60 M.S.P.R. 287, 291-92 (1994) (finding that the appellant was not without fault in causing the overpayment because she accepted payments that she knew or should have known to be in error). The appellant was twice notified, in his initial retirement application and in OPM’s April 29, 2017 letter, that the survivor annuity would result in a reduction in his basic annuity, yet he took no action to rectify the matter when he continued to receive an unreduced annuity. IAF, Tab 8 at 21, 36. We agree with the administrative judge that the appellant knew or should have known that he was receiving too much annuity during this time, and that he was therefore partly responsible for the overpayment. ID at 7. Conceptually, the 38-month overpayment window can be divided into three time periods. The first period, from January through September 2015, predates the divorce decree and survivor annuity order. The second period, from October 2015 through April 2017, covers the time between the issuance of the court order and the earliest date on record that OPM had received it. The third period, from May 2017 through February 2018, covers the period between OPM’s processing of the order and the beginning of the survivor annuity reductions. The appellant was more or less at fault for the overpayment that accrued during each of these periods. The overpayment during the first period was the result of the appellant’s invalid annuity election based on incorrect information that he9 supplied on his retirement application. Although the appellant may not have known for certain at the time that this information was incorrect, he had reason to believe that subsequent events might prove otherwise. During the second period, the appellant’s responsibility for the overpayment was compounded by his failure to notify OPM of the results of the divorce proceedings and his continued receipt of an unreduced annuity, which he knew or should have known was incorrect. During the third period, OPM itself incurs some fault for failing to begin annuity reductions promptly upon its processing of the order, but the appellant is not entirely relieved of his responsibility during this period because he continued to receive an unreduced annuity, which he knew or should have known was incorrect, without attempting to rectify the matter. Because the appellant failed to show by substantial evidence that he was without fault in causing the overpayment, we have not considered his argument that recovery would be against equity and good conscience. PFR File, Tab 1 at 9-12; see Gott v. Office of Personnel Management , 97 M.S.P.R. 538, ¶ 8 (2004); Conway v. Office of Personnel Management , 56 M.S.P.R. 82, 85-86 (1992). The appellant has not shown that the administrative judge was biased. A party claiming bias or prejudgment by an administrative judge must overcome the presumption of honesty and integrity that accompanies administrative adjudicators. Higgins v. U.S. Postal Service , 43 M.S.P.R. 66, 68 (1989). An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if her 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)). In this case, the appellant argues that, during prehearing settlement discussions, the administrative judge stated that she was “leaning” toward finding in favor of OPM. PFR File, Tab 1 at 4-5. However, it is well-settled that an10 administrative judge’s honest appraisal of an appeal does not constitute extrajudicial conduct and is generally insufficient to establish prejudgment or bias. See Gensburg v. Department of Veterans Affairs , 85 M.S.P.R. 198, ¶¶ 6, 8 (2000). Administrative judges are permitted to engage in frank settlement discussions with the parties, and although the appellant might not have liked the administrative judge’s assessment of his case, the administrative judge did not exhibit bias by informing him of that assessment. See Herman v. Department of Justice, 119 M.S.P.R. 642, ¶ 11 (2013). NOTICE OF APPEAL RIGHTS8 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 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. 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.11 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,12 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 13 (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 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “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 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 are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.15
Rodriguez_RaulDA-0845-19-0284-I-1__Final_Order.pdf
2024-07-16
RAUL RODRIGUEZ v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-0845-19-0284-I-1, July 16, 2024
DA-0845-19-0284-I-1
NP
961
https://www.mspb.gov/decisions/nonprecedential/Baty_Mary_B_DC-0353-18-0262-I-3__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARY B. BATY, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DC-0353-18-0262-I-3 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Neil C. Bonney , Esquire, Virginia Beach, Virginia, for the appellant. LaDonna L. Griffith-Lesesne , Esquire, Landover, Maryland, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her restoration 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to find that the appellant made a nonfrivolous allegation that the agency denied her request for restoration and to apply Cronin v. U.S. Postal Service, 2022 MSPB 13, to the jurisdictional analysis, we AFFIRM the initial decision. BACKGROUND The appellant is a Mail Processing Clerk at the Crewe Post Office in Crewe, Virginia. Baty v. U.S. Postal Service , MSPB Docket No. DC-0353-18- 0262-I-I, Initial Appeal File (IAF), Tab 6 at 54. After partially recovering from a compensable injury in 2003, she held a series of modified duty assignments until July 14, 2016, when her treating physician determined that she was unable to work due to her medical condition. IAF, Tab 5 at 6, Tab 6 at 68, 96. In a January 19, 2017 work capacity evaluation, another physician determined that the appellant could return to duty in a modified position involving no more than 4 hours of sitting, 2 hours of walking, 2 hours of standing, and a 20 -pound pushing, pulling, and lifting restriction. IAF, Tab 6 at 92. Accordingly, on March 20, 2017, the agency offered her a modified assignment working at both the Nottoway Post Office and the Crewe Post Office for a combined total of 29 hours each week. Id. at 89. The appellant accepted the offer but expressed2 concerns that it exceeded her medical limitations. Id. at 89-90. Several days later, the agency offered her a new modified duty assignment working 14 hours per week at the Crewe Post Office, which she accepted on March 30, 2017. Id. at 56, 86-87. On July 10, 2017, the appellant initiated informal equal employment opportunity (EEO) counselor contact, alleging that the agency discriminated and retaliated against her when it “refused to schedule [her] hours to work.” Id. at 27-29. She filed a formal complaint of discrimination with the agency on August 17, 2017. Id. at 31. On September 9, 2017, the agency offered the appellant another modified duty assignment consisting of approximately 30 hours of work per week, again divided between the Nottoway and Crewe Post Offices. Id. at 83. She accepted the offer on September 11, 2017. Id. On November 21, 2017, the Equal Employment Opportunity Commission’s Office of Federal Operations (OFO) issued a decision in the appellant’s 2015 EEO appeal, finding that the agency failed to accommodate her and ordering the agency to provide her an ergonomic chair, to modify the front counter consistent with the use of an ergonomic chair, and to schedule her for 8 hours of consecutive work per day. Id. at 67-77. Accordingly, on January 2, 2018, the agency offered the appellant an 8 -hour per day modified duty assignment at the Nottoway Post Office. Id. at 64-65. On January 3, 2018, the appellant accepted the offer. Id. at 64. On January 26, 2018, the agency issued a final agency decision (FAD) in connection with the appellant’s August 17, 2017 formal complaint of discrimination, finding that management did not discriminate against her by offering her less than 40 hours of modified work per week. Id. at 32-52. The FAD notified the appellant that she had the option of appealing the decision to the Board as a mixed case or filing a civil action in U.S. district court. Id. at 50-51. The appellant timely filed the instant mixed case appeal with the Board arguing3 that the agency denied her request for restoration, and alleging discrimination based on disability and retaliation for prior EEO activity. IAF, Tab 1. In an order to show cause, the administrative judge notified the appellant of her burden to establish the Board’s jurisdiction over her appeal by nonfrivolously alleging that she had partially recovered from a compensable injury and that the agency arbitrarily and capriciously denied her request to return to work. IAF, Tab 2 at 2-4. The appellant responded that the agency violated her restoration rights when, from March 25, 2017, until January 1, 2018, it did not provide her 40 hours of work even though she held a 40-hour per week limited duty assignment before leaving work for medical reasons on July 16, 2016. IAF, Tab 5 at 4. She appeared to allege that the agency’s denial of 40 hours of work was arbitrary and capricious because her supervisor failed to make accommodations to the front desk and assigned part-time employees the hours and tasks that should have been assigned to her. Id. at 4, 7; IAF, Tab 8 at 5; Baty v. U.S. Postal Service, MSPB Docket No. DC-0353-18-0262-I-3, Refiled Appeal File (RAF), Tab 4 at 4-7. The agency argued that the Board lacked jurisdiction over the appellant’s appeal because it did not deny her request for restoration, but rather offered her three different modified assignments that restored her to duty. IAF, Tab 6 at 15-16. The agency further argued that, even if the appellant nonfrivolously alleged that she was denied restoration, she failed to nonfrivolously allege that such denial was arbitrary and capricious because she did not identify any additional work that was available within her restrictions at or below the level of a Level 6 Mail Processing Clerk within 50 miles of the Crewe Post Office. Id. at 16-17, 58. Regarding the 8 hour per day modified assignment offered to the appellant in January 2018, the agency explained that it offered her the position pursuant to the OFO decision even though the Nottoway Post Office is only open 4 hours per day, the official clerk position is a 4 hour per day position, and there is not 8 hours of productive work to be performed there daily. Id. at 12, 16-17.4 Thus, the agency argued that the full-time position at Nottoway Post Office was not a vacant funded position and that it was not obligated to offer it to the appellant as part of its restoration obligations. Id. at 17. Without holding the appellant’s requested hearing, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction. RAF, Tab 5, Initial Decision (RID). The appellant has filed a petition for review of the initial decision, and the agency has responded. Petition for Review (PFR) File, Tabs 1, 5. ANALYSIS 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; 5 C.F.R. § 353.102. The Board has jurisdiction to review whether an agency’s denial of restoration to a partially recovered employee was arbitrary and capricious. Bledsoe v. Merit Systems Protection Board , 659 F.3d 1097, 1103-04 (Fed. Cir. 2011), superseded in part by regulation on other grounds as stated in Kingsley , 123 M.S.P.R. 365, ¶ 10; 5 C.F.R. § 353.304(c). Thus, to establish jurisdiction over a claim of denial of restoration as a partially recovered employee, an5 appellant is required to make nonfrivolous allegations of the following: (1) she was absent from her position due to a compensable injury; (2) she recovered sufficiently to return to duty on a part-time basis or to return to work in a position with less demanding physical requirements than those previously required of her; (3) the agency denied her request for restoration; and (4) the denial was arbitrary and capricious. See Hamilton v. U.S. Postal Service , 123 M.S.P.R. 404, ¶ 12 (2016); 5 C.F.R. § 1201.57(a)(4), (b). Here, it is undisputed that the appellant satisfied the first two jurisdictional criteria because she was absent from her position due to a compensable injury and recovered sufficiently to return to work. ID at 6; IAF, Tab 5 at 6, Tab 6 at 92-98. As to the third jurisdictional element, although it is undisputed that the agency restored the appellant to modified assignments during the relevant period, she argued that the agency denied her restoration by failing to provide her 40 hours of work per week. IAF, Tab 5 at 4; Tab 6 at 83-90; RAF, Tab 4 at 5-7. The administrative judge found that the appellant did not nonfrivolously allege that the agency’s decision to assign her various work assignments totaling fewer than 40 hours of work per week between March 2017 and January 2018 was “so unreasonable” as to constitute a denial of restoration. ID at 7. We disagree with the administrative judge’s analysis. The record shows that the appellant was a full-time employee, but when she requested restoration, the agency only offered her part-time work. IAF, Tab 6 at 54, 83-90. There is no indication that the appellant requested anything less than full-time restoration, and so it is undisputed that, during the time period at issue, the agency denied the appellant’s request for restoration in part. The Board has held that the reduction in hours of a previously afforded modified assignment constitutes an appealable denial of restoration for the number of hours by which the assignment was reduced. E.g., Scott v. U.S. Postal Service , 118 M.S.P.R. 375, ¶¶ 8-10 (2012); Kinglee v. U.S. Postal Service, 114 M.S.P.R. 473, ¶ 14 (2010). The administrative judge declined to apply that rule to the instant appeal based on the agency’s reasons for reducing6 the appellant’s work hours. ID at 7-8. However, we find that an agency’s reasons for involuntarily reducing an employee’s work hours are irrelevant to determining whether a denial of restoration occurred. Instead, the agency’s reasoning goes to the final jurisdictional inquiry, i.e., whether the appellant made a nonfrivolous allegation that the denial of restoration was arbitrary and capricious. On that issue, the administrative judge found that the appellant failed to make a nonfrivolous allegation that any denial of restoration was arbitrary and capricious. ID at 8-10. On review, the appellant argues that this was error and reiterates that the agency arbitrarily and capriciously denied her restoration to a 40-hour per week position by assigning available hours and work to part-time employees. PFR File, Tab 1 at 7-10. Although we agree with the administrative judge that the appellant failed to nonfrivolously allege that any denial of restoration position was arbitrary and capricious, we modify the initial decision to clarify the basis of this holding. After the initial decision in this appeal was issued, the Board issued a decision in Cronin, 2022 MSPB 13, overruling prior precedent, including Latham v. U.S. Postal Service , 117 M.S.P.R. 400 (2012), and its progeny, to the extent they held that a denial of restoration may be arbitrary and capricious on the basis of an agency’s failure to comply with its self -imposed restoration obligations. Cronin, 2022 MSPB 13, ¶ 20. The Board in Cronin held that, although agencies may undertake restoration efforts beyond the minimum effort required by OPM under 5 C.F.R. § 353.301(d), an agency’s failure to comply with self-imposed obligations cannot itself constitute a violation of 5 C.F.R. § 353.301(d) such that a resulting denial of restoration would be rendered arbitrary and capricious for purposes of establishing Board jurisdiction under 5 C.F.R. § 353.304(c). Id., ¶ 20. Rather, the issue before the Board is limited to whether the agency failed to comply with the minimum requirement of 5 C.F.R. § 353.301(d), i.e., to search within the local commuting area for vacant positions to which it can restore a7 partially recovered employee and to consider her for any such vacancies. See id. The Board in Cronin further held that, contrary to the suggestion in Latham, 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 appeal was pending, it is given retroactive effect and applies to this appeal. See Desjardin v. U.S. Postal Service , 2023 MSPB 6, ¶ 18 n.8. Under Cronin, to satisfy the fourth jurisdictional criterion, the appellant must nonfrivolously allege that the agency failed to search within the local commuting area for vacant positions to which it could restore her and to consider her for any such vacancies. Cronin, 2022 MSPB 13, ¶ 20. The appellant has not made such an allegation here, nor has she challenged the sworn statement of her supervisor that “[a]ll full-time Postal Service positions within 50 miles of Crewe Post Office at or below the level of a Level 6 Mail Processing Clerk require either walking or standing more than two hours, pushing, pulling, and lifting more than 20 lbs., or combinations of multiple of these requirements.”2 IAF, Tab 5, Tab 6 at 38, Tab 8; RAF, Tab 4; PFR File, Tab 1. Rather, she argues that the agency could have returned her to her prior full -time modified duty assignment with certain accommodations and that there were hours of work and tasks she could perform that the agency improperly assigned to part -time employees instead of her. IAF, Tab 5 at 4-5; RAF, Tab 4 at 5-7; PFR File, Tab 1 at 8-10. However, she has not alleged that her prior modified assignment was an established vacant position or that the various hours and tasks she could perform constituted the essential functions of an established position. Accordingly, under Cronin, her 2 Although the agency ultimately offered the appellant a full-time modified assignment pursuant to OFO’s decision, the agency has explained, without contradiction, that this position was created solely to comply with OFO’s order to place the appellant in an assignment with 8 consecutive hours of work per day. IAF, Tab 6 at 12-13, 16-17. Thus, we find no nonfrivolous allegation that the 8 hour per day modified assignment constituted a vacant funded position that the agency would have found had it conducted a proper search prior to January 2018. See Cronin, 2022 MSPB 13, ¶ 20.8 arguments do not constitute a nonfrivolous allegation that the denial of restoration was arbitrary and capricious. See Cronin, 2022 MSPB 13, ¶ 20. In light of the foregoing, we find that the administrative judge properly dismissed this appeal for lack of jurisdiction. ID at 10. We further agree with the administrative judge’s determination that, absent jurisdiction, the Board cannot reach the appellant’s claims of discrimination and retaliation. Id.; see Desjardin, 2023 MSPB 6, ¶ 21 (holding that the Board will adjudicate discrimination and retaliation claims raised in connection with denials of restoration over which it has jurisdiction). NOTICE OF APPEAL RIGHTS3 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter. 9 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 obtain10 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 11 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. 12 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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.13
Baty_Mary_B_DC-0353-18-0262-I-3__Final_Order.pdf
2024-07-16
MARY B. BATY v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DC-0353-18-0262-I-3, July 16, 2024
DC-0353-18-0262-I-3
NP
962
https://www.mspb.gov/decisions/nonprecedential/Logan_Yvonne_H_DC-0752-22-0454-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD YVONNE H. LOGAN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DC-0752-22-0454-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Marisa L. Williams , Esquire, Englewood, Colorado, for the appellant. Brandon Truman , Esquire, St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which affirmed the appellant’s downgrade for unsatisfactory work performance under chapter 75. 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). ¶2On petition for review, the appellant generally argues that the administrative judge made erroneous factual findings in sustaining the agency’s charge and its penalty. Petition for Review (PFR) File, Tab 1 at 4-8. We find that her arguments are a mere disagreement with the administrative judge’s well- reasoned conclusions, and we find no basis to disturb these findings. 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 and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). To the extent that the appellant raised an affirmative defense of disparate penalty, she effectively waived or abandoned her claim. ¶3The appellant also appears to argue on review that the agency treated her differently than a similarly situated employee when it downgraded her from an EAS-22 Postmaster to a Level 18B Postmaster. PFR File, Tab 1 at 8. In her initial appeal, the appellant argued that “other similarly situated employees were not subjected to discipline or to such excessively harsh punishment.” Initial Appeal File (IAF), Tab 1 at 6. The administrative judge did not include this as an issue for adjudication in the prehearing conference summary nor did he render2 findings on the claim in the initial decision. IAF, Tab 27 at 2, 7-11; Initial Decision at 30-38. The Board has recently affirmed the general proposition that, 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. In circumstances when the administrative judge fails to address the affirmative defense in the adjudication of the appeal, the Board has set forth a nonexhaustive list of factors to be considered when determining whether remand is necessary for an administrative judge to address the affirmative defense. Id., ¶ 18. ¶4Applying the relevant factors, we find that to the extent the appellant previously attempted to raise this affirmative defense, she effectively waived or abandoned the claim. See id., ¶¶ 17-18 (identifying the nonexhaustive list of factors the Board should consider in assessing whether a previously raised affirmative defense claim was abandoned or waived, including, among others: (1) the degree to which the appellant continued to pursue her affirmative defense in the proceedings below after initially raising it; (2) whether the appellant objected to a summary of the issues to be decided that failed to include the potential affirmative defense when she was specifically afforded an opportunity to object and the consequences of her failure were made clear; (3) whether the appellant raised her affirmative defense or the administrative judge’s processing of the affirmative defense claim in her petition for review; and (4) whether the appellant was represented during the course of her appeal). ¶5Although the appellant raises a claim of a disparate penalty on review, PFR File, Tab 1 at 8, the record is devoid of evidence that she pursued this claim below. Aside from the single reference in her initial appeal, the appellant, who was represented by an attorney, did not raise this claim in any of the other pleadings in the record below and did not object to the administrative judge’s failure to include this as an issue to be determined at hearing. Further, the3 appellant did not introduce any relevant comparator evidence below. Therefore, a remand for consideration of this claim is unnecessary. Accordingly, we affirm the initial decision. NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions 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
Logan_Yvonne_H_DC-0752-22-0454-I-1__Final_Order.pdf
2024-07-16
YVONNE H. LOGAN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DC-0752-22-0454-I-1, July 16, 2024
DC-0752-22-0454-I-1
NP
963
https://www.mspb.gov/decisions/nonprecedential/Stewart_Sharon_L_DA-0752-19-0527-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHARON L. STEWART, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DA-0752-19-0527-I-1 DATE: July 16, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gerald Mitchell , Memphis, Tennessee, for the appellant. Steven Coney , Dallas, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal of her separation 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). 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 address the appellant’s new evidence and argument relating to her attempts to exhaust her administrative remedy under the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA), we AFFIRM the initial decision. BACKGROUND The appellant was employed by the agency as a City Carrier. Stewart v. U.S. Postal Service , MSPB Docket No. DA-0752-19-0527-I-1, Initial Appeal File (IAF) Tab 5 at 56. The agency issued her a notice of removal on July 26, 2018, and her last day in a pay status was August 27, 2018. IAF, Tab 1 at 49, Tab 5 at 11-13, Tab 8 at 3. The appellant first appealed her removal to the Board in 2018, and in a November 7, 2018 initial decision, the administrative judge dismissed the appeal for lack of jurisdiction. Stewart v. U.S. Postal Service , MSPB Docket No. DA -0752-19-0011-I-1, Initial Decision (0011 ID) (Nov. 7, 2018). The administrative judge found that the appellant failed to nonfrivolously allege that she was a preference eligible employee, a management or supervisory employee, or an employee engaged in personnel work in other than a purely non-confidential clerical capacity. Id. at 6. Accordingly, the administrative judge found that the Board lacked jurisdiction over the appeal under chapter 75.2 Id. The appellant did not file a petition for review of that initial decision, and it became final on December 12, 2018. Approximately 9 months after the initial decision in her first appeal became final, the appellant filed the instant appeal of her separation. IAF, Tab 1 at 2. She indicated that she was filing an appeal under USERRA and/or the Veterans Employment Opportunities Act of 1998 (VEOA), and that she had filed a complaint with the Department of Labor (DOL) on September 5, 2019, but had neither received a decision from DOL nor notified DOL that she intended to file an appeal with the Board. Id. at 3. The administrative judge informed the appellant of how to establish the Board’s jurisdiction under chapter 75, and ordered her to file evidence and argument on the issue. IAF, Tab 2 at 2. The administrative judge also informed the appellant that because DOL had not notified her that it had closed her USERRA complaint, it appeared the Board lacked jurisdiction over that claim. IAF, Tab 8 at 2. On October 23, 2019, the administrative judge issued an initial decision, dismissing the appeal for lack of jurisdiction without holding the appellant’s requested hearing. IAF, Tab 1 at 1, Tab 12, Initial Decision (ID). The administrative judge again found that the appellant failed to nonfrivolously allege that she was a preference eligible employee, a management or supervisory employee, or an employee engaged in personnel work in other than a purely non-confidential clerical capacity. ID at 6. Accordingly, the administrative judge found that the Board lacked jurisdiction under chapter 75. Id. Similarly, because the appellant failed to nonfrivolously allege that she was preference eligible, the administrative judge found that the Board lacked jurisdiction over the appellant’s VEOA claim that the agency violated her veterans’ preference rights. ID at 7 n.9. The administrative judge also determined that the Board lacked jurisdiction over the appellant’s USERRA claim because DOL had not notified her that it had3 closed her USERRA complaint. ID at 7-8. The administrative judge concluded that, to the extent the appellant alleged that the agency discriminated against her or committed harmful procedural error, such allegations could not be reviewed absent an otherwise appealable action.2 ID at 6 n.8. The appellant has filed a petition for review, asserting that the administrative judge “has erred generally,” and requesting that the Board accept jurisdiction over her appeal. Petition for Review (PFR) File, Tab 1. The appellant has also filed a supplement to her petition for review, in which she asserts various wrongdoings by both the agency and the administrative judge. PFR File, Tab 3 at 1-8. For instance, the appellant argues that the agency committed harmful error, a prohibited personnel practice, and failed to mitigate the penalty, id. at 1, and that the administrative judge made false statements in violation of 18 U.S.C. § 1001 and abused her office in violation of 25 C.F.R. § 11.448, id. at 3-5. The agency filed a response to the petition for review. PFR File, Tab 4. After the record closed on review, the appellant filed an additional submission. PFR File, Tab 5 at 1. The appellant has not filed a motion for the Board to accept her untimely submission. PFR File, Tab 6. Therefore, except as discussed below to address the appellant’s new evidence regarding exhaustion, we have not considered this additional submission. See 5 C.F.R. § 1201.114(a)(5), (k) (explaining that the record on review closes after the deadline for filing the reply to a response to a petition for review, and that after that point the Board generally only will accept new and material arguments and evidence). 2 Given her jurisdictional findings, the administrative judge declined to make any findings regarding the timeliness of the appeal or whether the appellant’s claims were barred by the doctrine of collateral estoppel. ID at 2 nn.1-2. 4 DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the appellant failed to nonfrivolously allege that she is preference eligible as required to establish the Board’s jurisdiction under chapter 75 and VEOA. The Board’s jurisdiction is limited to those matters over which it has been given jurisdiction by law, rule, or regulation. Maddox v. Merit Systems Protection Board , 759 F.2d 9, 10 (Fed. Cir. 1985). The appellant has the burden of establishing jurisdiction over her appeal. 5 C.F.R. §§ 1201.56(b)(2)(i) (A), .57(b). To appeal an adverse action under chapter 75, a Postal employee must, as relevant here, be a preference eligible, a management or supervisory employee, or an employee engaged in personnel work in other than a purely non-confidential clerical capacity. Sanchez v. U.S. Postal Service , 114 M.S.P.R. 345, ¶ 21 (2010). When an appellant makes a nonfrivolous allegation that the Board has jurisdiction over an adverse action appeal, she is entitled to a hearing on the jurisdictional question. Ferdon v. U.S. Postal Service , 60 M.S.P.R. 325, 329 (1994). A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s). Similarly, to establish Board jurisdiction over a veterans’ preference appeal brought pursuant to 5 U.S.C. § 3330a(a)(1)(A), an appellant must make nonfrivolous allegations, as relevant here, that she is a preference eligible within the meaning of VEOA.3 Lazaro v. Department of 3 Although the administrative judge did not notify the appellant of this VEOA jurisdictional requirement prior to closing the record below, any error was cured by the initial decision, which stated the requirement. IAF, Tab 8 at 3; ID at 7 n.9; see Parker v. Department of Housing and Urban Development , 106 M.S.P.R. 329, ¶ 8 (2007) (explaining that an administrative judge’s failure to provide proper jurisdictional notice can be cured if the notice is provided in the agency’s pleadings or the initial decision, thus affording an appellant the opportunity to meet his jurisdictional burden on petition for review). With her petition for review, the appellant submitted her August 2015 DD-214. PFR File, Tab 1 at 4. We have considered this document, which was already in the record below, because it is relevant to the Board’s jurisdiction, a matter that may be raised at any time during the Board proceedings. See Pirkkala v. Department of Justice , 123 M.S.P.R. 288, ¶ 5 (2016 ).5 Veterans Affairs , 666 F.3d 1316, 1319 (Fed. Cir. 2012); Durand v. Environmental Protection Agency , 106 M.S.P.R. 533, ¶ 11 (2007). The administrative judge found that the appellant failed to nonfrivolously allege that she was a management or supervisory employee, or an employee engaged in personnel work in other than a purely non-confidential clerical capacity. ID at 5-6. The parties do not challenge that finding on review, and we discern no reason to disturb it. Instead, the appellant reasserts that she is a preference eligible, specifically pointing to her years of military service, her military medals and other awards, and the disability information contained on her DD-214. PFR File, Tab 1 at 1, 4; IAF, Tab 1 at 1, Tab 10 at 3. We agree with the administrative judge that the appellant failed to make a nonfrivolous allegation that she was a preference eligible under any of these alternatives. ID at 5-6, 7 n.9. For purposes of both chapter 75 jurisdiction in appeals by Postal employees and for jurisdiction under VEOA, the term “preference eligible” is defined by 5 U.S.C. § 2108(3). See Clark v. U.S. Postal Service , 118 M.S.P.R. 527, ¶¶ 7-8 (2012) (making this finding as to the Board’s jurisdiction over Postal employees in chapter 75 appeals); Brewer v. Department of Veterans Affairs , 111 M.S.P.R. 563, ¶ 5 (2009) (making this finding in a VEOA appeal). One of the ways an appellant may establish that she is preference eligible under section 2108(3) is by showing that she served on active duty in the armed forces during a war. 5 U.S.C. § 2108(1)(A), (3)(A); Sellers v. U.S. Postal Service, 98 M.S.P.R. 44, ¶ 9 (2004). The last war for which active duty is qualifying for veterans’ preference is World War II, qualifying service for which ended in 1952. Durand, 106 M.S.P.R. 533, ¶¶ 15-17. In addition, provided other requirements are met, certain other periods of service may serve as the basis for preference eligibility, including during periods between 1952 and 1976, 1990 and 1992, and 2001 and 2010. 5 U.S.C. § 2108(1)(A)-(D), (3)(A)-(B); 5 C.F.R. § 211.102(a). The appellant served on active duty with the U.S. Army during the6 following periods: (1) May 23 to October 17, 1984; (2) November 20, 1985, to December 9, 1987; and (3) May 12, 2013, to September 25, 2015. IAF, Tab 5 at 59-63, Tab 9 at 10. None of these periods of service fall within the dates, listed above, which may serve as a basis for a finding of preference eligibility. An appellant may also establish that she is preference eligible by demonstrating that she served “during . . . a campaign or expedition for which a campaign badge has been authorized.” 5 U.S.C. § 2108(1)(A), (3). These provisions require an appellant to prove both that she was on active duty in the armed forces during or at the time of the campaign, and that she actually served in the campaign or expedition for which the campaign badge was authorized. Sellers, 98 M.S.P.R. 44, ¶ 9. An employee’s DD-214 form showing receipt of any Armed Forces Expeditionary Medal is acceptable proof of entitlement to veterans’ preference. Id., ¶ 10. Here, none of the appellant’s DD-214 forms reflect that she has received an Armed Forces Expeditionary Medal. IAF, Tab 5 at 59-63, Tab 9 at 10. To the extent the appellant is relying on her dates of service to qualify as a preference eligible, such evidence is insufficient by itself. The appellant also refers to the “military disability information” contained in her last DD-214. PFR File, Tab 1 at 1, 4. As defined under Title 5, although a preference eligible includes a “disabled veteran,” that term is limited to an individual who “has established the present existence of a service -connected disability or is receiving compensation, disability retirement benefits, or pension because of a public statute administered by the Department of Veterans Affairs or a military department.” 5 U.S.C. § 2108(2), (3)(C). The Board has found that an appellant can establish her status as a disabled veteran with, among other evidence showing she was honorably discharged from the armed forces, a letter from the Department of Veterans Affairs stating that she receives disability compensation because of a service-connected disability. Carey v. U.S. Postal Service, 50 M.S.P.R. 359, 361-62 (1991). Here, the appellant has provided no7 such letter or other documentation showing she has a service-connected disability. Instead, the appellant references her August 2015 DD-214, which reflects that her service in the U.S. Army was honorable and that the narrative reason for her separation was “DISABILITY PERMANENT (ENHANCED).” IAF, Tab 9 at 10. However, neither this document nor any others in the record reflect that the appellant’s disability is service-connected, or that she otherwise qualifies as a disabled veteran. Nor has the appellant nonfrivolously alleged facts reflecting that she meets the definition of a disabled veteran. Accordingly, we discern no reason to disturb the administrative judge’s finding that the appellant failed to nonfrivolously allege that she is a preference eligible. We therefore affirm the administrative judge’s finding that the appellant failed to nonfrivolously allege the Board’s jurisdiction under chapter 75 or VEOA.4 The appellant failed to establish the Board’s jurisdiction under USERRA. The administrative judge found that the Board lacked jurisdiction over any claim the appellant sought to assert under USERRA because she did not exhaust her administrative remedy. ID at 7-8. We affirm this finding, as modified below to address the appellant’s new argument and evidence on review. An appellant may file a USERRA complaint directly with the Board without filing a complaint with DOL. Becker v. Department of Veterans Affairs , 107 M.S.P.R. 327, ¶ 12 (2007). However, when an appellant first seeks the Secretary of Labor’s assistance by filing a USERRA complaint with DOL before 4 The agency argues that the finding in the November 7, 2018 initial decision that the appellant is not a Postal employee who has chapter 75 appeal rights, including that she is not preference eligible, should be given preclusive effect under the doctrine of collateral estoppel. PFR File, Tab 4 at 9-11; 0011 ID at 5-6. The agency also argues that the Board should defer to an arbitrator’s decision to deny a union grievance of the appellant’s removal. PFR File, Tab 4 at 12; IAF File, Tab 1 at 30-45. When the requirements of collateral estoppel are met, it is not error to decline to apply the doctrine. Kroeger v. U.S. Postal Service , 865 F.2d 235, 239 (Fed. Cir. 1988 ). Given our disposition, we need not address the agency’s arguments concerning these alternative bases for dismissal.8 filing an appeal with the Board, she must exhaust her administrative remedies prior to submitting her USERRA complaint to the Board. Id. USERRA does not provide for exhaustion before DOL as a matter of time; to exhaust her DOL remedy, an appellant must actually receive notice that the Secretary’s efforts did not resolve the appellant’s complaint. Id. (citing 38 U.S.C. § 4324(b)). Alternatively, if an appellant has requested that the Secretary of Labor refer her complaint to the Office of Special Counsel (OSC) for litigation before the Board, USERRA requires that the appellant receive a notice from OSC that it has declined to initiate an action and represent the appellant before the Board. Heckman v. Department of the Interior , 109 M.S.P.R. 133, ¶ 24 (2008) (citing 38 U.S.C. § 4324(a)(2)(B), (b)(4)), overruled on other grounds by Garcia v. Department of Agriculture , 110 M.S.P.R. 371, ¶¶ 8-13 (2009). An appellant has the burden of proving exhaustion of his USERRA complaint by preponderant evidence. 5 C.F.R. § 1201.57(a)(3), (c)(1). The appellant indicated in her initial appeal form that she filed a complaint under USERRA with DOL, that DOL had not made a decision on her complaint, and that she had not notified DOL of her intent to file an appeal with the Board. IAF, Tab 1 at 3; PFR File, Tab 3 at 12. The administrative judge found that because DOL had not notified the appellant that it had closed her USERRA complaint, the Board lacked jurisdiction over her USERRA claim. ID at 7-8. On review, the appellant provides evidence that she requested that DOL refer her USERRA complaint to OSC. PFR File, Tab 3 at 11-13. She also asserts that she received a letter from DOL stating that it had referred her USERRA complaint to OSC on January 2, 2020. PFR File, Tab 5 at 1. Even assuming the appellant’s assertion to be true, a referral of a USERRA complaint from DOL to OSC does not exhaust the appellant’s administrative remedies. Instead, under such circumstances, USERRA further requires that the appellant receive a notice9 from OSC that it has declined to initiate an action and represent the appellant before the Board.5 Heckman, 109 M.S.P.R. 133, ¶ 24. OSC is required to decide within 60 days from receiving DOL’s referral whether to represent the person who filed the complaint and notify such person in writing of such decision. 38 U.S.C. § 4324(a)(2)(B). However, we are unaware of any law, rule, or regulation conferring jurisdiction on the Board if OSC fails to provide such a notification within the specified period of time. See 38 U.S.C. § 4324(b)(3)-(4) (providing that a person may submit a USERRA complaint directly to the Board after receiving OSC’s decision); Graham v. Commodity Futures Trading Commission , 105 M.S.P.R. 392, ¶ 6 n.* (2007) (explaining that if DOL had referred an appellant’s USERRA complaint to OSC, the appellant could not have submitted his USERRA claim to the Board until OSC informed him that it had declined to initiate an action before the Board on the appellant’s behalf), aff’d, 348 F. App’x 564 (Fed. Cir. 2009). Because the appellant filed a USERRA complaint with DOL and has failed to show that she exhausted her administrative remedies regarding that complaint, the Board lacks jurisdiction over her USERRA claim. As indicated above, we agree with the administrative judge, even after considering the appellant’s new evidence and argument submitted on review, that she has failed to prove exhaustion. The appellant may refile her USERRA claim with the Board should it become ripe for adjudication because she has received notice from OSC denying representation. See Goldberg v. Department of Homeland Security , 104 M.S.P.R. 215, ¶ 14 (2006). 5 The administrative judge did not explain to the appellant that, if DOL referred her USERRA complaint to OSC, to establish exhaustion she would then need show that she received notice from OSC that it declined to initiate an action based on that USERRA complaint. Nevertheless, the appellant has continued on review to provide information regarding the processing of her USERRA complaint and indicated that she would have provided such notice from OSC if she had it. PFR File, Tab 5. Because the appellant’s evidence and argument relating to exhaustion concerns the Board’s jurisdiction, we have considered it here. See Pirkkala, 123 M.S.P.R. 288, ¶ 5.10 The appellant’s other arguments on review do not provide a basis for granting the petition. On review, the appellant requests that she be allowed to engage in discovery and fully develop her appeal. PFR File, Tab 1 at 2. Discovery requests and responses thereto are not to be filed in the first instance with the Board. 5 C.F.R. § 1201.71. The administrative judge properly advised the parties that they could initiate discovery by serving requests on each other. IAF, Tab 2 at 3-4; 5 C.F.R. § 1201.73(a). Here, there is no indication that the appellant attempted to utilize the Board’s discovery procedures below, and she did not file a motion to compel. Accordingly, she is precluded from raising this issue on review. See Szejner v. Office of Personnel Management , 99 M.S.P.R. 275, ¶ 5 (2005) (finding that an appellant’s failure to file a motion to compel below precludes him from raising a discovery dispute for the first time on petition for review), aff’d, 167 F. App’x 217 (Fed. Cir. 2006). The appellant has submitted on review a copy of a Freedom of Information Act (FOIA) request that she made to the agency after the record closed below. PFR File, Tab 3 at 14-19. We decline to consider this evidence because it is not material to the jurisdictional issue. 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). Specifically, the Board does not have jurisdiction to enforce FOIA. See Cortright v. Department of Transportation , 37 M.S.P.R. 565, 570 (1988) (finding that the Board does not have jurisdiction over the issue of whether an agency violated FOIA). That authority rests with the Federal courts. 5 U.S.C. § 552(a)(4). The appellant argues on review that the agency, among other various wrongdoings, committed harmful error, a prohibited personnel practice, and failed to mitigate the penalty of removal. PFR File, Tab 3 at 1. However, absent an11 otherwise appealable action, the Board lacks jurisdiction to consider such arguments. See Penna v. U.S. Postal Service , 118 M.S.P.R. 355, ¶ 13 (2012). The appellant also asserts on review that the agency and the administrative judge committed various crimes.6 PFR File, Tab 3 at 3-5. We construe the appellant’s assertion that the administrative judge abused her office as an argument that she was biased. In making a claim of bias or prejudice against an administrative judge, a party must overcome the presumption of honesty and integrity that accompanies administrative adjudicators. Oliver v. Department of Transportation, 1 M.S.P.R. 382, 386 (1980). An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if the administrative judge’s comments or actions evidence “a deep-seated favoritism or antagonism that would make fair judgment impossible.” Bieber v. Department of the Army, 287 F.3d 1358, 1362-63 (Fed. Cir. 2002) (quoting Liteky v. United States, 510 U.S. 540, 555 (1994)). An administrative judge’s findings, even if erroneous, are insufficient in themselves to establish bias. Myers v. Department of Agriculture , 81 M.S.P.R. 496, ¶ 29 (1999). Here, the appellant has merely asserted in a conclusory fashion that the administrative judge erred, made false statements, and abused her authority. PFR File, Tab 3 at 3-5. These allegations are insufficient to establish bias.7 6 The Board lacks jurisdiction to resolve, in these proceedings, whether the agency or the administrative judge violated the criminal laws cited by the appellant. See Maddox, 759 F.2d at 10 (finding that the Board’s jurisdiction is limited to those matters over which it has been given jurisdiction by law, rule, or regulation). 7 The agency argues that the appellant’s petition for review is untimely, as measured from the date she was required to file a petition for review of the first initial decision, dated November 7, 2018. PFR File, Tab 4 at 11. We are not persuaded. The appellant filed a timely petition for review within 35 days of the initial decision in the instant appeal. ID at 1, 9; see 5 C.F.R. § 1201.114(e) (explaining that a petition for review is timely if filed within 35 days of the issuance of the initial decision). Thus, the petition for review is timely.12 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 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: 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.13 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any14 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’s15 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 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 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 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
Stewart_Sharon_L_DA-0752-19-0527-I-1__Final_Order.pdf
2024-07-16
SHARON L. STEWART v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DA-0752-19-0527-I-1, July 16, 2024
DA-0752-19-0527-I-1
NP
964
https://www.mspb.gov/decisions/nonprecedential/Gamberdella_Timothy_B_CH-0752-20-0226-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TIMOTHY B. GAMBERDELLA, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER CH-0752-20-0226-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Timothy B. Gamberdella , Hoffman Estates, Illinois, pro se. Adam G. Eisenstein , Esquire, and Deborah L. Lisy , Esquire, Chicago, Illinois, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction his appeal alleging that his retirement was involuntary. On petition for review, the appellant argues that the initial decision should be vacated because the Board lacks jurisdiction and that 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 made certain findings. 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
Gamberdella_Timothy_B_CH-0752-20-0226-I-1__Final_Order.pdf
2024-07-15
TIMOTHY B. GAMBERDELLA v. UNITED STATES POSTAL SERVICE, MSPB Docket No. CH-0752-20-0226-I-1, July 15, 2024
CH-0752-20-0226-I-1
NP
965
https://www.mspb.gov/decisions/nonprecedential/Flores_MarisolSF-315H-19-0521-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARISOL FLORES, Appellant, v. SOCIAL SECURITY ADMINISTRATION, Agency.DOCKET NUMBER SF-315H-19-0521-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Sean T. O’Bryan , Esquire, San Diego, California, for the appellant. Ann L. Maley , Esquire, San Francisco, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed her removal for pre-appointment reasons. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review 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 Social Insurance Specialist with the Social Security Administration (SSA). Initial Appeal File (IAF), Tab 5 at 45-46. She was hired under a career-conditional appointment, effective August 31, 2018, and was subject to a 1-year probationary period. Id. Prior to her appointment, she filled out an Optional Form 306 (OF-306). Id. at 43-44. Therein, she answered “no” on question 12 asking: During the last 5 years, have you been fired from any job for any reason, did you quit after being told that you would be fired, did you leave any job by mutual agreement because of specific problems, or were you debarred from Federal employment by the Office of Personnel Management or any other Federal agency? Id. at 43. The appellant recertified the form on her first day of employment with the SSA. Id. at 44. The appellant subsequently filled out a Questionnaire for Public Trust Positions, Standard Form 85P (SF-85P), on February 7, 2019. Id. at 35-42. Therein, she answered “yes” when asked:2 Has any of the following happened to you in the last 7 years? Fired from a job. Quit after being told you’d be fired. Left a job by mutual agreement following allegations of misconduct. Left a job by mutual agreement following allegations of unsatisfactory performance. Left a job for other reasons under unfavorable circumstances. Id. at 38. On the SF-85P, she clarified that, in May of 2018, she left a job by mutual agreement following allegations of unsatisfactory performance. Id. She identified the reason being an “[i]llegal company policy, currently being sued. Company pursues illegal employee time keeping practices.” Id. Prior to her employment with the SSA, the appellant had filed an appeal with the California Unemployment Insurance Appeals Board (CUIAB) challenging her disqualification from unemployment benefits after her termination from her prior employer. IAF, Tab 22 at 23-25. Therein, the CUIAB found that the appellant “was dismissed from her most recent employment for reasons other than misconduct,” and thus she was “not subject to disqualification.” Id. at 25. This information was not previously disclosed to the agency. Following her responses on the SF-85P, a Human Resources (HR) Specialist with the agency contacted the appellant to discuss the discrepancies in her answers. IAF, Tab 5 at 33. According to the HR Specialist’s contemporaneous notes of the conversation, the appellant stated that she “was fired I guess . . . if you want to say so . . . I didn’t comply [with the company’s policy] and they let me go.” Id. When asked why she did not indicate this firing on her OF-306, the appellant stated that she thought she checked “yes,” and thought she listed that she had been fired. Id. at 33-34. On June 7, 2019, the agency terminated the appellant effective that day. Id. at 30-31. The termination memorandum noted that the appellant gave inaccurate information when she answered “no” on question 12 on the OF-306, and later reaffirmed the inaccurate information on the same form. Id.3 The appellant thereafter filed the instant appeal, alleging that the agency violated her rights when it terminated her for pre-appointment reasons without giving her advance notice of the proposed action and an opportunity to answer. IAF, Tab 1 at 4. The administrative judge subsequently held a hearing in this matter. IAF, Tab 31, Hearing Compact Disc (HCD). After the hearing, the administrative judge issued an initial decision affirming the agency’s action. IAF, Tab 35, Initial Decision (ID) at 1-2. Therein, the administrative judge found that the agency terminated the appellant, in part, for pre-appointment reasons. ID at 8-9. Thus, the administrative judge found that she was entitled to certain procedural rights which the agency did not provide. ID at 9. He found, however, that the agency’s error was not harmful. ID at 9-13. The administrative judge was not persuaded by the appellant’s attempts to explain that she correctly answered question 12 on the OF-306. ID at 10-12. He credited the terminating official’s testimony that she would have removed the appellant even had she been granted an opportunity to respond to the termination. ID at 11-12. Accordingly, the administrative judge found that the appellant failed to meet her burden of proving, by preponderant evidence, that the agency’s error caused it to reach a different conclusion than it would have in the absence of any error. ID at 12. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has responded, and the appellant has replied to its response. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge found that the appellant was a probationary employee who was terminated, in part, based on pre-appointment reasons. ID at 7-9. He further found that the agency failed to provide the requisite procedural rights set forth at 5 C.F.R. § 315.805 in terminating the appellant.4 ID at 7. The parties do not dispute these findings on review, and we see no reason to disturb them. Under 5 C.F.R. § 315.806(c), a probationary employee whose termination was based in whole or in part on conditions arising before her appointment may appeal her termination to the Board on the ground that it was not effected in accordance with the procedural requirements of 5 C.F.R. § 315.805. LeMaster v. Department of Veterans Affairs , 123 M.S.P.R. 453, ¶ 7 (2016). In such appeals, the merits of the agency’s termination decision are not before the Board. Id. Rather, the only issue is whether the agency’s failure to follow the procedures prescribed in section 315.805 was harmful error. Id. These procedural rights include advance notice of the termination, an opportunity to respond, and consideration of the response. Id., ¶ 13; 5 C.F.R. § 315.805. If there was harmful error, then the agency’s action must be set aside. LeMaster, 123 M.S.P.R. 453, ¶ 7. It is well established that harmful error cannot be presumed; an agency error is harmful only when the record shows that it was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Id., ¶ 14. The burden is on the appellant to show that the procedural error was harmful, i.e., that it caused substantial harm or prejudice to her rights. Id.; 5 C.F.R. § 1201.4(r). The administrative judge correctly found that the appellant failed to show that the agency’s procedural error was harmful. The administrative judge found, based on testimony from the deciding official, that the agency would have terminated the appellant given her failure to disclose her prior termination, even had she been afforded the requisite notice and response procedural protections. ID at 6, 12. The appellant on review repeats her argument that, based on the CUIAB findings, she was correct in answering “no” on question 12 of the OF-306. PFR File, Tab 1 at 8-10. She additionally repeats her argument that her different answer on the SF-85P was a result of “changed5 facts and . . . her changed state of mind concerning her relationship with” her prior employer. Id. at 10. The appellant asserts that, if she had been given an opportunity to make these arguments before the agency, it would have reached a different result. Id. at 9. The appellant contends that the CUIAB decision found that she was eligible for unemployment benefits because the reasoning given for her prior termination was erroneous, and therefore she was not terminated for misconduct. Id. at 4-5, 8-9. Thus, as an at will employee, she was discharged for “no reason.” Id. at 4. Because she was discharged for no reason, she argues she correctly answered “no” to question 12 on the OF-306, which asked whether she had been fired “for any reason.” Id. at 5. We find this argument unpersuasive. The essence of the appellant’s argument is that the reasoning behind her prior termination was flawed, and that her prior employer did not have a good reason to terminate her. This fails to reconcile the fact that she was nonetheless terminated but failed to disclose it. Indeed, she seemingly agreed that she had been fired when interviewed by the HR Specialist, and suggested that her answer to question 12 in the negative was a mistake. IAF, Tab 5 at 33-34; HCD2 at 21:45 (testimony of the HR Specialist). The agency’s termination notice stemmed not from the fact that she was previously terminated, but from the fact that she failed to disclose such termination. IAF, Tab 5 at 30-31. Indeed, the deciding official testified that prior terminations are not necessarily held against employees, but the problem is when such actions are not disclosed. HCD4 at 46:05 (testimony of the deciding official). The failure to disclose, she explained, goes to the suitability of the person for employment and maintaining the integrity of public trust positions. Id. at 46:40 (testimony of the deciding official). The deciding official testified that she decided to terminate the appellant because she had at least two opportunities to disclose her termination, but failed to do so. Id. at 47:15 (testimony of the deciding official). She testified that, had the appellant disclosed her termination on the OF-306, it is “not likely”6 that she would have terminated her. Id. at 48:40 (testimony of the deciding official). Moreover, as the administrative judge noted, the appellant failed to demonstrate that the CUIAB has the authority to overturn her prior termination. ID at 10. Rather, the CUIAB could, and did, determine that the appellant was not terminated for misconduct. IAF, Tab 22 at 23-25. This decision, however, has no bearing on whether the appellant was in fact terminated.2 Accordingly, she has failed to demonstrate that her answer to question 12 was correct and has failed to provide a reason for her failure to disclose her prior termination such that the agency likely would have reached a different conclusion had the appellant had an opportunity to respond to the termination. Her arguments regarding her answer on the SF-85P are similarly unpersuasive. She argues, in essence, that changed circumstances and the passage of time led to her altered answer on that form. PFR File, Tab 1 at 10. However, her answer on the SF-85P has no bearing on our decision here and rather only served as the catalyst that prompted the agency’s investigation into her prior termination. IAF, Tab 5 at 33; HCD2 at 16:35 (testimony of the HR Specialist). Regardless of whether the circumstances changed or the SF-85P question was different than question 12 on the OF-306, this argument does not provide a rationale for her failure to disclose her prior termination when she certified and recertified her OF-306. Accordingly, we agree with the administrative judge that the appellant has failed to prove by preponderant evidence that the agency’s error in failing to provide her with the procedural protections of 5 C.F.R. § 315.805 likely caused it to reach a conclusion different 2 Indeed, contrary to the appellant’s assertion, the CUIAB decision found that the appellant “was dismissed from employment.” IAF, Tab 22 at 23-25. Although the CUIAB found that the appellant was not dismissed for misconduct, and thus was not disqualified from unemployment benefits, it nonetheless noted that she was in fact dismissed. Id. 7 from the one it would have reached in the absence or cure of the error. See LeMaster, 123 M.S.P.R. 453, ¶ 14; 5 C.F.R. § 1201.4(r). The appellant has otherwise failed to demonstrate that the administrative judge erred in reaching his decision below. The appellant asserts on review that the administrative judge erred in failing to take official notice of the CUIAB decision. PFR File, Tab 1 at 2-4. The appellant filed a motion below requesting that the administrative judge take official notice of the CUIAB decision and a California state law decision. IAF, Tab 22 at 16, Tab 29 at 4. The administrative judge denied this request, but noted that the appellant could raise the matters as additional arguments at the hearing. IAF, Tab 26 at 4. Under 5 C.F.R. § 1201.64, an administrative judge may take official notice of certain facts without requiring evidence to be introduced establishing those facts. The administrative judge, on his own motion or on the motion of a party, may take official notice of matters of common knowledge or matters that can be verified. 5 C.F.R. § 1201.64. The appellant was allowed to enter the CUIAB decision into the record and present evidence and argument regarding these issues, and indeed, the administrative judge repeatedly referenced the decision of the CUIAB in his initial decision. IAF, Tab 22 at 3, 13, 16, 23-25; ID at 2-3, 8, 10-11. Accordingly, we find that the appellant has failed to explain how the administrative judge erred, or how she was prejudiced by the administrative judge’s failure to take official notice under 5 C.F.R. § 1201.64. 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). The appellant further argues that the administrative judge erred in failing to apply the doctrine of collateral estoppel to her CUIAB decision. PFR File, Tab 1 at 2-4. The administrative judge did not address this issue, even though the appellant raised it below. IAF, Tab 22 at 14-16. The Board has held that decisions by state unemployment tribunals are not binding on the Board and thus8 are not given collateral estoppel effect. Herring v. U.S. Postal Service , 40 M.S.P.R. 342, 346-47 (1989). In so holding, the Board noted that such decisions constitute record evidence worthy of consideration. Id. As discussed above, the administrative judge repeatedly referenced and considered the CUIAB decision. ID at 2-3, 8, 10-11. Accordingly, the administrative judge did not err in failing to apply collateral estoppel to the CUIAB decision. The appellant also asserts that the administrative judge improperly precluded her from presenting a defense based on a violation of her constitutional due process rights. PFR File, Tab 1 at 5-7. The administrative judge noted that, as a probationary employee, she is not entitled to pre -termination due process grounded on the Constitution. IAF, Tab 26 at 3; ID at 9. Rather, the administrative judge held that her pre-termination procedural rights were based on 5 C.F.R. § 315.805. ID at 9. The appellant continues to argue on review that, as a probationary employee, she does not lose her constitutional due process rights. Id. at 6. Her argument is incorrect. As a probationary employee, she was not a public employee who could only be removed for cause, and thus, her right to pre-termination “process” is not based on the Constitution. See Pope v. Department of the Navy , 62 M.S.P.R. 476, 479 (1994). Thus, although she was entitled to the procedural rights set forth in 5 C.F.R. § 315.805, she did not have a constitutionally protected property interest in her employment because she was still serving her probationary period. See Stephen v. Department of the Air Force , 47 M.S.P.R. 672, 680-81 (1991). Accordingly, she is not entitled to constitutional due process rights.3 We additionally note that the administrative judge, in his order and summary of prehearing conference, merely identified the relevant case law for the principles set forth above. IAF, Tab 26 at 3-4. He did 3 To the extent that the appellant has alleged that the agency’s failure to provide her with the procedural protections of 5 C.F.R. § 315.805 violated the merit systems principles, PFR File, Tab 1 at 13-14; IAF, Tab 22 at 9-10, the merit system principles are intended to furnish guidance to Federal agencies and are not self-executing. See Corbett v. Department of Health and Human Services , 7 M.S.P.R. 431, 434 (1981 ). 9 not, as argued by the appellant, order that she could not present such a defense. PFR File, Tab 1 at 5. The appellant additionally argues that the administrative judge erred in discouraging attempts to elicit testimony at the hearing regarding her good performance and not addressing her positive performance in reaching his decision. Id. at 10-12. She further argues that reasonable people “do not terminate good performing employees” who answered a question incorrectly.4 Id. at 12. The administrative judge did not specifically address the appellant’s performance, but some evidence regarding her performance was included in the record below. IAF, Tab 22 at 67-77. As noted by the agency, the appellant’s termination was not for poor performance. PFR File, Tab 3 at 14; IAF, Tab 5 at 30-32. Thus, her good performance has no bearing on whether she provided inaccurate information when she answered “no” to question 12 of the OF-306. The appellant has not, therefore, met her burden of showing that the agency’s failure to afford her the procedural rights set forth at 5 C.F.R. § 315.805, including the opportunity to submit evidence of her good performance, likely caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of its error. The appellant also challenges the credibility determinations of the administrative judge, asserting that the testimony of the deciding official was self-serving and devoid of any indication that she was familiar with the record as a whole as it existed at the time of the hearing. PFR File, Tab 1 at 12. The appellant contends that the administrative judge should have held this testimony from the deciding official to the preponderant evidence standard, and that the deciding official testified “in isolation from other witnesses,” including the testimony of the appellant. Id. 4 The appellant goes on to argue that she “made a mistake with unclear language” when she answered question 12 on the OF-306. PFR File, Tab 1 at 12. This is contrary to her prior argument on review that her answer of “no” on question 12 was correct. Id. at 8-10.10 The administrative judge credited the deciding official’s testimony that she would not have reached a different decision had the appellant had an opportunity to respond because the appellant’s failure to disclose her prior termination was an integrity issue for a position of public trust. ID at 11-12; see Purifoy v. Department of Veterans Affairs , 838 F.3d 1367, 1373 (Fed. Cir. 2016) (finding that the Board must defer to an administrative judge’s demeanor-based credibility determinations “[e]ven if demeanor is not explicitly discussed”); see also Little v. Department of Transportation , 112 M.S.P.R. 224, ¶ 4 (2009) (noting that, when an administrative judge has heard live testimony, his credibility determinations must be deemed to be at least implicitly based upon witness demeanor). The Board may overturn such a credibility determination only when it has “sufficiently sound” reasons for doing so, such as when the administrative judge’s findings are incomplete, inconsistent with the weight of the evidence, and do not reflect the record as a whole. Rapp v. Office of Personnel Management , 108 M.S.P.R. 674, ¶ 13 (2008). The Board will not discredit a witness’s testimony solely because it can be characterized as self-serving. Elder v. Department of the Air Force , 124 M.S.P.R. 12, ¶ 25 (2016). We further note that the appellant had an opportunity at the hearing to question the deciding official as to whether she was familiar with the record. HCD4 at 49:40 (cross examination testimony of the deciding official). The absence of her testimony on the subject does not indicate that she was unfamiliar with the record. Moreover, it is the appellant’s burden of proof here, not the agency’s burden, to prove the truthfulness of its witnesses. See LeMaster, 123 M.S.P.R. 453, ¶ 7; 5 C.F.R. § 1201.4(r). Finally, administrative judges have wide discretion to control the proceedings before them. Parker v. Department of Veterans Affairs , 122 M.S.P.R. 353, ¶ 21 (2015). This includes the authority to regulate the course of the hearing. 5 C.F.R. § 1201.41(b)(6). The appellant’s apparent suggestion that the administrative judge should not have sequestered the deciding official while other witnesses11 were testifying deviates from standard Board practice and does not show an abuse of discretion by the administrative judge. See MSPB Judge’s Handbook, ch. 10, §12(f); see also Ryan v. Department of the Air Force , 117 M.S.P.R. 362, ¶ 5 (2012) (applying an abuse of discretion standard to an administrative judge’s hearing-related rulings). We thus find that the appellant has failed to identify sufficiently sound reasons for disturbing the administrative judge’s credibility findings. Accordingly, the appellant has not shown that the agency’s failure to follow the procedures prescribed in 5 C.F.R. § 315.805 was harmful error. NOTICE OF APPEAL RIGHTS5 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.12 (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 you13 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: 14 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. 15 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16
Flores_MarisolSF-315H-19-0521-I-1__Final_Order.pdf
2024-07-15
MARISOL FLORES v. SOCIAL SECURITY ADMINISTRATION, MSPB Docket No. SF-315H-19-0521-I-1, July 15, 2024
SF-315H-19-0521-I-1
NP
966
https://www.mspb.gov/decisions/nonprecedential/Clark_AquetaSF-0752-18-0530-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD AQUETA CLARK, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER SF-0752-18-0530-I-2 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jennifer Isaacs , Esquire, Atlanta, Georgia, for the appellant. Katherine Brewer , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member 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 find that the appellant intended to deceive the agency for her own private material gain, we AFFIRM the initial decision. BACKGROUND The essential undisputed facts as set forth by the administrative judge are as follows. The appellant was formerly employed by the agency as a Special Agent/Investigator for the National Background Investigations Bureau in Long Beach, California. Clark v. Office of Personnel Management , MSPB Docket No. SF-0752-18-0530-I-2, Refiled Appeal File (RAF), Tab 22, Initial Decision (ID) at 3. The appellant worked from home under a telework agreement and was “expected to work independently with little daily supervision.” ID at 3-4. Her job duties included conducting background investigations in the field, obtaining records, and conducting interviews. ID at 4. Upon completion of a background investigation, she was responsible for compiling and submitting an official report of investigation (ROI). Id. In or around February 2016, the appellant’s former supervisor became concerned about the appellant’s productivity and began requiring her to submit daily work reports accounting for the work that she performed each day. Id. In August 2016, the appellant’s new first-level supervisor reviewed the appellant’s2 productivity metrics and became concerned that misconduct might be involved. ID at 5. At management’s request, the agency’s Integrity, Assurance, Compliance, and Inspections (IA) division opened an investigation into discrepancies between the appellant’s claimed hours worked and claimed work produced. Id. After obtaining an affidavit from the appellant and reviewing various evidence, including the appellant’s ROIs, time reports, daily work reports, Personnel Investigations Processing System activity logs, field work system (FWS) activity logs,2 and Government-owned vehicle fuel purchase reports, the IA issued a report of investigation concluding that the appellant had not been working the hours that she claimed in her time reports. ID at 5, 7-9; RAF, Tab 18. Effective May 4, 2018, the agency removed her based on two charges of failure to work reported hours (13 specifications) and inappropriate behavior (two specifications). ID at 5. The appellant filed a Board appeal challenging her removal and raised an affirmative defense of harmful procedural error. Clark v. Office of Personnel Management, MSPB Docket No. SF-0752-18-0530-I-1, Initial Appeal File (IAF), Tab 1.3 After the appellant withdrew her request for a hearing, RAF, Tab 5, the administrative judge issued an initial decision, based on the written record, sustaining the appellant’s removal. The administrative judge sustained the failure to work reported hours charge, although she found that the agency failed to prove specifications 2, 7, and 8. ID at 6-17. The administrative judge also found that the agency failed to prove its charge of inappropriate behavior because it failed to prove specification 2, the only specification before the Board because the agency’s deciding official did not sustain specification 1. ID at 17-20. The 2 The FWS is a system that investigators utilize as part of their daily duties to, among other things, input the findings of their investigation and transmit an ROI. Clark v. Office of Personnel Management , MSPB Docket No. SF-0752-18-0530-I-1, Initial Appeal File, Tab 8 at 85. 3 The appeal was dismissed without prejudice and automatically refiled on November 13, 2018. IAF, Tab 15.3 administrative judge further found that the appellant failed to prove her affirmative defense of harmful procedural error because the agency was not required to place her on a performance improvement plan pursuant to 5 U.S.C. chapter 43 when it elected to remove her pursuant to 5 U.S.C. chapter 75. ID at 21-22. Finally, the administrative judge found that there was a nexus between the penalty and the efficiency of the service and the penalty of removal was reasonable. ID at 20, 22-25. The appellant has filed a petition for review, which the agency has opposed. Petition for Review (PFR) File, Tabs 1, 7.4 DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge properly found that the agency proved its charge of failure to work reported hours. In this charge, the agency alleged that on various dates from August 4, 2015, to June 2, 2016, the appellant reported that she had worked a full work -day, but a review of her ROIs reflected that she did not report any leads, meaning that she did not conduct any interviews or obtain any records, and did not access the FWS to type any ROIs. IAF, Tab 8 at 10-15, 83-94. According to the agency, given the duties and responsibilities of an investigator, the appellant could not have worked a full day without performing any of those tasks. Id. Therefore, it charged her with failing to work the number of hours claimed on her time sheets. Without expressly so stating, the administrative judge evidently equated the unusually worded charge with its more conventional formulation, that is, falsification of time and attendance records, finding that it required the agency to prove the following three elements: (1) the appellant reported to the agency that she worked specified hours; (2) the appellant failed to work those hours; and 4 The agency’s opposition to the appellant’s petition is titled “Response to Petitioner’s Petition for Review and Cross Petition;” however, “Cross Petition” appears to be a typographical error to the extent the agency’s pleading does not identify any error in the initial decision. PFR File, Tab 7.4 (3) the appellant’s misreporting of those hours was intentional. ID at 6. Neither party contests this charge construction on review.5 The administrative judge found that the agency proved the appellant reported working a specified number of hours, generally 8 or more hours, on each of the relevant dates, except where her time report reflected that she used sick leave or annual leave. ID at 7-9. She further found that the agency proved the appellant failed to work the hours she reported. ID at 10-12. In particular, the administrative judge found it undisputed that, on the relevant dates, the appellant did not conduct interviews, obtain records, or access the FWS to type or transmit ROIs. ID at 10. She further found that the appellant failed to adequately explain her claim that she was working diligently on the relevant dates. ID at 11. She also rejected the appellant’s various explanations for the discrepancies between the appellant’s time records, ROIs, and daily work reports, i.e., that she had difficulty tracking down leads, had problems with the FWS, and/or that FWS records were improperly used to assess the work she performed. ID at 13-16. Finally, given the absence of any plausible explanation for these discrepancies, the administrative judge inferred that the appellant intentionally misreported the number of hours that she worked on the dates in question. ID at 15-17. On review, the appellant argues that the administrative judge erred in sustaining this charge for several reasons. First, she contends that the charge is properly construed as a charge of falsification and that the agency failed to prove that she knowingly provided incorrect information with the intent of defrauding, deceiving, or misleading the agency as it relates to her reported work hours.6 5 The agency argued below that its charge should not be construed as requiring proof of intent. RAF, Tab 7, Tab 14 at 1-2. T he administrative judge disagreed but found that the agency had proven intent. ID at 6. Thus, the agency proved the charge under either construction. The agency raises no argument regarding the intent requirement on review, and therefore, we need not address it here. 6 The appellant also argues that the administrative judge erred in construing the agency’s charge as alleging that the appellant either did not work at all or completed only some of the work claimed on the relevant dates. PFR File, Tab 1 at 18. Such an argument is unavailing because that is precisely what the agency charged the appellant5 PFR File, Tab 1 at 19-21. However, as noted above, the administrative judge did, in fact, require the agency to prove the appellant intended to falsify agency records. IAF, Tab 13 at 4; ID at 6. Moreover, we find unpersuasive the appellant’s argument that the agency failed to present evidence of intent or that it only presented tangential circumstantial evidence. PFR File, Tab 1 at 21. To meet its burden of proof, the agency did not need to produce direct evidence of intent. See Rodriguez v. Department of Homeland Security , 108 M.S.P.R. 525, ¶ 9 (2008). Because there is rarely direct evidence of intent, the Board must rely on circumstantial evidence. Id. Accordingly, we discern no error in the administrative judge’s finding that the agency proved intent via circumstantial evidence. See Nelson v. U.S. Postal Service , 79 M.S.P.R. 314, ¶ 7 (1998) (stating that the lack of any credible explanation for the misrepresentation can constitute circumstantial evidence of an intent to deceive). Nonetheless, because, as previously noted, the administrative judge essentially characterized the agency’s charge as falsification of time and attendance records, we modify the initial decision to address the additional element of such a charge, that is, whether the appellant intended to defraud the agency for her own private material gain. See Boo v. Department of Homeland Security, 122 M.S.P.R. 100, ¶ 12 (2014) (explaining that proof of the intent element of a falsification charge requires both a showing that the employee intended to deceive or mislead the agency and that such intent was for his own private material gain); see also Bradley v. Veterans Administration , 900 F.2d 233, 237 (1990) (noting that examples of private material gain include, among other things, compensation). As the administrative judge found the appellant received with in its proposed removal. RAF, Tab 8 at 89. The appellant also contends that the administrative judge erred in citing to Pope v. U.S. Postal Service , 114 F.3d 1144, 1147 (Fed. Cir. 1997), regarding the agency’s burden of proof for a charge of failure to work. PFR File, Tab 1 at 15. Such an argument, however, misconstrues the citation, which was properly cited for the general proposition that, in an adverse action appeal, an agency must prove that the charged misconduct occurred, there is a nexus between such conduct and the efficiency of the service, and that the penalty imposed is reasonable.6 compensation for time during which she did not work, we correspondingly find the agency established this additional element as well. Next, the appellant argues that the administrative judge, having improperly dismissed her argument that she worked on lesser matters on the dates in question, erred in finding she did not perform the duties of her position on those dates.7 PFR File, Tab 1 at 17. She also reiterates her contention that her failure to conduct any leads or to access the FWS on the relevant dates does not render it implausible that she was, in fact, working. Id. at 17-18. However, as the administrative judge found, the appellant has failed to offer any details concerning the work she allegedly performed on the cited dates. ID at 11. The appellant further reiterates other defenses to the agency’s charge, including that she was not required to log in to FWS daily and that other factors, outside of her control, such as difficulty tracking down leads, affected her overall productivity. PFR File, Tab 1 at 17-18. However, the administrative judge considered and rejected such arguments, finding that the appellant’s credibility was seriously undermined by the unreconciled discrepancies between her daily work reports and her ROIs, concluding that her daily work reports significantly overstated the leads she actually conducted on the dates in question. ID at 13-16. The appellant also contends that the administrative judge erred in considering her calendar entries to determine what work she performed during the hours she reported to have been working, asserting that she was not required to fill out and retain a calendar and her calendar was not intended to justify the work 7 The appellant appears to assert that the agency failed to provide certain evidence in discovery that would have established that she was working on the relevant dates. PFR File, Tab 1 at 17-18. However, the record does not reflect that she filed a motion to compel and, thus, she is precluded from raising this discovery 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 Sanderson v. Office of Personnel Management, 72 M.S.P.R. 311, 317 (1996) (finding that the appellant was not entitled to obtain documents on review because he failed to avail himself of the Board’s discovery procedures below in attempting to obtain them, including filing a motion to compel), aff’d, 129 F.3d 134 (Fed. Cir. 1997) (Table).7 that she performed. PFR File, Tab 1 at 14-15. However, the administrative judge specifically considered the appellant’s calendar entries in evaluating her general claim that she was working on other matters. ID at 11. Indeed, the appellant herself states that she submitted them to the agency in order to “supplement her testimonial evidence that she worked on the dates at issue.” Id. at 15. Moreover, in finding the appellant failed to work the hours she reported working, the administrative judge noted she did not dispute that, on the relevant dates, she conducted no interviews, obtained no records, and never accessed the FWS, or uploaded ROIs. ID at 10. Accordingly, we discern no error in the administrative judge’s analysis of the relevant evidence. See, e.g., Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 105-06 (1997) (finding no reason to disturb the administrative judge’s findings when she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). The appellant also contends that her appeal is distinguishable from other cases in which the Board has found that an appellant failed to work her reported hours, such as Delorito v. Department of the Navy , MSPB Docket No. DC-0752-13- 0517-I-1, and Barber v. U.S. Postal Service , MSPB Docket No. CH-0752-10- 0277-I-1. PFR File, Tab 1 at 16-17. However, such nonprecedential Board orders are not binding authority and have no precedential authority. 5 C.F.R. § 1201.117(c)(2). Furthermore, these cases are not analogous to the present appeal, as Barber involved a removal based on a violation of a last chance agreement and Delorito involved an involuntary resignation appeal. Although the appellant disputes the administrative judge’s fact findings and credibility determinations as to these various claims, PFR File, Tab 1 at 12-14, we find she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on issues of credibility, and therefore see no reason to disturb her conclusions. Crosby, 74 M.S.P.R. at 105-06; Broughton, 33 M.S.P.R. at 359. We also find that the administrative judge properly adapted the principles8 for resolving credibility issues to this case where no testimony occurred. See Donato v. Department of Defense , 34 M.S.P.R. 385, 389 (1987) (stating that, when, as here, no hearing was held and the administrative judge’s findings were based solely on the written record, the Board will give those findings only the weight warranted by the record and the strength of his conclusions). The administrative judge properly found that the penalty of removal was reasonable. When an agency proves fewer than all of its charges, the Board may mitigate the agency’s selected penalty to the maximum reasonable penalty, so long as the agency has not indicated that it desires a lesser penalty to be imposed on fewer charges. Lachance v. Devall , 178 F.3d 1246, 1260 (Fed. Cir. 1999). Alternatively, the Board may impose the penalty selected by the agency if, after balancing the mitigating and aggravating factors, it determines that the agency has justified its penalty selection as the maximum reasonable penalty. Gray v. U.S. Postal Service , 97 M.S.P.R. 617, ¶ 11 (2004), aff’s per curiam , No. 2005-3074, 2005 WL 1368093 (Fed. Cir. June 9, 2005). However, the Board may not disconnect its penalty determination from the agency’s managerial will and primary discretion in disciplining employees. Lachance, 178 F.3d at 1258. The Board has articulated factors to be considered in determining the propriety of a penalty, such as the nature and seriousness of the offense, the employee’s past disciplinary record, the supervisor’s confidence in the employee’s ability to perform his assigned duties, the consistency of the penalty with the agency’s table of penalties, and the consistency of the penalty with those imposed on other employees for the same or similar offenses. Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981). The Board places primary importance upon the nature and seriousness of the offense and its relation to the appellant’s duties, position, and responsibilities. See, e.g., Downey v. Department of Veterans Affairs , 119 M.S.P.R. 302, ¶ 9 (2013).9 Here, we find that the administrative judge properly weighed the Douglas factors, including the nature and seriousness of the offense, the fact that the misconduct was extensive and repeated, the public nature of the appellant’s position, and the appellant’s supervisor’s loss of trust and confidence in the appellant’s ability to perform her assigned duties, and concluded that the discipline was warranted for the sustained misconduct and that the agency’s penalty was reasonable. ID at 22-25. Based on our review of the record, we discern no error in the administrative judge’s conclusions. See, e.g., Rohn v. Department of the Army , 30 M.S.P.R. 157, 158-59 (1986) (sustaining the removal of an employee who submitted false time cards for six pay periods). The appellant’s arguments on review concerning the Douglas factors constitute mere disagreement with the administrative judge’s findings, PFR File, Tab 1 at 22-27, and are insufficient to disturb the initial decision, see Yang v. U.S. Postal Service , 115 M.S.P.R. 112, ¶ 12 (2010); see also Broughton , 33 M.S.P.R. at 359. Finally, although the appellant argues that other similarly situated employees were not removed for similar offenses, IAF, Tab 1 at 18; PFR File, Tab 1 at 25, she has not identified any evidence that would allow the Board to make a finding on the issue, see, e.g., Campbell v. Department of the Army , 123 M.S.P.R. 674, ¶ 27 (2016). Accordingly, we discern no reason to disturb the administrative judge’s finding that the penalty of removal was reasonable. 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 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.10 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. 11 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 the12 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.9 The court of appeals must receive your 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 of13 petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 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
Clark_AquetaSF-0752-18-0530-I-2__Final_Order.pdf
2024-07-15
AQUETA CLARK v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. SF-0752-18-0530-I-2, July 15, 2024
SF-0752-18-0530-I-2
NP
967
https://www.mspb.gov/decisions/nonprecedential/Defrank_Daniel_M_AT-1221-22-0154-W-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DANIEL M. DEFRANK, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER AT-1221-22-0154-W-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Daniel M. Defrank , Orlando, Florida, pro se. Luis E. Ortiz-Cruz , Orlando, Florida, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision.2 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit 2 In his initial appeal and again on review, the appellant states that he was “forced to [retire].” Typically, a retirement is a voluntary action over which the Board lacks jurisdiction. O’Clery v. U.S. Postal Service , 67 M.S.P.R. 300, 302 (1995), aff’d per curiam, 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 to be voluntary on their face are not always so. See Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 7 (2013). The Board may have jurisdiction over such actions as “constructive” adverse actions. If the appellant wishes to file a separate appeal challenging his alleged constructive removal, he may do so. If the appellant files such an appeal, he will bear the burden of establishing timeliness and jurisdiction, including a showing that he is an employee with adverse action appeal rights under either 38 U.S.C. § 714 or 5 U.S.C. chapter 75. 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 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 at3 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the 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,4 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. 115-195,5 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. 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
Defrank_Daniel_M_AT-1221-22-0154-W-1__Final_Order.pdf
2024-07-15
DANIEL M. DEFRANK v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. AT-1221-22-0154-W-1, July 15, 2024
AT-1221-22-0154-W-1
NP
968
https://www.mspb.gov/decisions/nonprecedential/Lewis_MelissaCH-315H-20-0383-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MELISSA LEWIS, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER CH-315H-20-0383-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Melissa Lewis , Chicago, Illinois, pro se. Stephanie Macht , Esquire, Westchester, Illinois, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction the appeal of her probationary termination. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; 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.2 Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most 2 On review, the appellant apologizes for the conduct underlying her termination and states that she is a good employee. Petition for Review File, Tab 1 at 4. She does not, however, address the jurisdictional basis for the dismissal of her appeal. In addition, she has submitted what purport to be three emails from former coworkers and one from a friend attesting to her good character. Id. at 4-5. This evidence is neither new nor material. Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980) (finding that the Board generally will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party's due diligence); Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (finding that the Board generally will not grant a petition for review based on new evidence absent a showing that it is of sufficient weight to warrant an outcome different from that of the initial decision) . 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation3 for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file4 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 5 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 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
Lewis_MelissaCH-315H-20-0383-I-1__Final_Order.pdf
2024-07-15
MELISSA LEWIS v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. CH-315H-20-0383-I-1, July 15, 2024
CH-315H-20-0383-I-1
NP
969
https://www.mspb.gov/decisions/nonprecedential/DeFlora_MaukaliSF-0752-20-0001-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MAUKALI DEFLORA, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-0752-20-0001-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Saku E. Ethir , Esquire, Riverside, California, for the appellant. Veronica Hale and Robert Aghassi , Barstow, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained his removal. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to VACATE the administrative judge’s analysis of whether the agency proved that it would have taken the same removal action in the absence of the appellant’s alleged disclosure, we AFFIRM the initial decision. DISCUSSION OF ARGUMENTS ON REVIEW The following facts, as further described throughout the parties’ submissions and the administrative judge’s initial decision, are not disputed. The appellant held the position of Police Officer for the agency’s Marine Corps Logistics Base in Barstow, California. Initial Appeal File (IAF), Tab 28, Initial Decision (ID) at 2. The agency proposed his removal, based on the following charges, each concerning a separate incident on a separate date: (1) Off-Duty Misconduct; (2) Refusal to Cooperate in an Official Investigation; (3) Failing to Submit to Base Security Check; and (4) Conduct Unbecoming. ID at 2-5; IAF, Tab 5 at 23-24. After the appellant responded, the deciding official sustained each charge and removed the appellant. ID at 5; IAF, Tab 5 at 10-11. The appellant filed the instant appeal, challenging his removal and raising an affirmative defense of whistleblower reprisal. IAF, Tab 1 at 6-10. The administrative judge developed the record and held a hearing over 3 days, before sustaining the removal action. IAF, Tab 15, Hearing Compact Disc (HCD1), Tab 17, Hearing Compact Disc (HCD2), Tab 25, Hearing Compact Disc (HCD3);2 ID at 44. She found that the agency proved its charges, ID at 7-31, nexus, ID at 31-32, and the reasonableness of its penalty, ID at 32-36, while the appellant failed to prove his whistleblower reprisal claim, ID at 36-43. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. He argues that the administrative judge improperly denied some witnesses, exhibited bias, and erred in weighing the evidence to find that the agency proved each charge. Id. at 8-26. The appellant does not present any arguments concerning the administrative judge’s denial of his affirmative defense, or her determinations regarding nexus and the reasonableness of the agency’s penalty. The agency has filed a response. PFR File, Tab 3. The appellant has not shown that the administrative judge abused her discretion in denying witnesses. In a prehearing submission, the appellant requested a number of witnesses, including brief descriptions of what testimony they might provide. IAF, Tab 10 at 7-11. To illustrate, for quite a few of these proposed witnesses, he merely indicated that they would “[t]estify to the character of [appellant].” Id. at 8-10. The administrative judge approved 15 of the appellant’s witnesses, but denied another 21. IAF, Tab 11 at 4. Although the appellant requested reconsideration, and provided additional information about a few, IAF, Tab 12 at 4-5, the administrative judge did not reach a different conclusion about any of the requested witnesses, HCD1 (opening remarks). On review, the appellant asserts that the administrative judge should not have denied any of his witnesses. PFR File, Tab 1 at 8-9. In making this assertion, he does not present particularized arguments about any individual witness. Instead, the appellant summarily asserts that the denied witnesses would have provided testimony regarding matters such as the appropriateness of the discipline and the appellant’s credibility. Id. at 9. An administrative judge has wide discretion under 5 C.F.R. § 1201.41(b) (8), (10) to exclude witnesses when it has not been shown that their testimony3 would be relevant, material, and nonrepetitious. Franco v. U.S. Postal Service , 27 M.S.P.R. 322, 325 (1985). We have reviewed the appellant’s submissions from below regarding proposed witnesses, along with the administrative judge’s rulings about the same. However, we find no reason to conclude that the administrative judge abused her discretion. The appellant’s conclusory argument on review does not persuade us otherwise. The appellant has not shown that the administrative judge exhibited bias or otherwise erred in the way that she presided over the hearing. On review, the appellant’s counsel notes that the administrative judge adjudicated the instant appeal while she—the appellant’s counsel—had another petition pending with the Board, in which she alleged that the same administrative judge exhibited bias in an unrelated case. PFR File, Tab 1 at 9-10 (referencing Lybbert v. Department of the Navy , MSPB Docket No. SF-0752-19- 0498-I-1). The appellant’s counsel seems to suggest that the administrative judge should have recused herself from the instant appeal, due to that pending bias argument in an unrelated appeal. Id. However, the appellant and his counsel have not directed us to anything that would suggest they properly raised this matter below and preserved it for review. See 5 C.F.R. § 1201.42(b) (providing that a party may request that a judge withdraw for bias, but must do so promptly and must provide the reason for the request in an affidavit or sworn statement), (c) (providing that if the judge denies a party’s motion to recuse, the party must request interlocutory appeal or the matter will be waived). The appellant also argues that the administrative judge exhibited bias in the instant appeal. PFR File, Tab 1 at 10-13. According to the appellant, the administrative judge repeatedly interrupted the cross-examination of witnesses with a condescending and adversarial tone, she improperly prevented the appellant from pursuing some lines of questioning, and she was particularly aggressive when questioning the appellant’s witnesses. Id. Although the appellant indicates that this is reflected in the record, he has not directed us to4 any particular point within the 3-day hearing. See IAF, Tabs 16, 18, 26; HCD1; HCD2; HCD3. In furtherance of his claim of bias in this appeal, the appellant argues that numerous individuals connected to the hearing—either because they were testifying witnesses or because they were otherwise able to hear the proceedings —all expressed shock at the administrative judge’s conduct. PFR File, Tab 1 at 13-16. Although he identifies these individuals by name, the appellant did not present sworn statements from these individuals or any other supportive evidence. Unlike his other assertions regarding bias, which are not particularly specific, the appellant described one event in detail regarding the administrative judge’s alleged impropriety during the hearing. Id. at 16-17. In short, he alleges that the administrative judge berated the appellant’s counsel for adjusting the volume to the video teleconference equipment as she tried to eliminate feedback. Id. As an initial matter, we note that the appellant’s arguments of bias are largely lacking in pertinent details. See 5 C.F.R. § 1201.114(b) (a petition for review must state a party’s objections to the initial decision, including all of the party’s legal and factual arguments, and must be supported by specific references to the record). Although we have reviewed portions of the hearing, as needed to address some of the appellant’s other arguments, we will not pore through the entirety of a 3-day hearing in search of objectionable behavior based on generic complaints of bias. We next note that, when a party makes a claim of bias or prejudice against an administrative judge, he must overcome the presumption of honesty and integrity that accompanies administrative adjudicators. Oliver v. Department of Transportation, 1 M.S.P.R. 382, 386 (1980). An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if the administrative judge’s comments or actions evince “a deep-seated favoritism or antagonism that would make fair judgment impossible.” Bieber v. Department of5 the Army, 287 F.3d 1358, 1362-63 (Fed. Cir. 2002) (quoting Liteky v. United States, 510 U.S. 540, 555 (1994)). With these standards in mind, we discern no reason to conclude that the appellant has presented any basis for new adjudication. Although it is evident that the appellant disagrees with the manner in which the administrative judge presided over this case, he has not shown that she abused her discretion or exhibited conduct warranting new adjudication. See, e.g., Tisdell v. Department of the Air Force , 94 M.S.P.R. 44, ¶ 13 (2003) (recognizing that an administrative judge has wide discretion to control the proceedings). The agency proved each of its charges. Again, the agency based its removal action on four charges. IAF, Tab 5 at 23-24. Based in large part on the credibility of witness testimony, the administrative judge found that the agency proved each. ID at 7-31. On review, the appellant challenges those findings. PFR File, Tab 1 at 18-26. Off-duty misconduct In its first charge, off-duty misconduct, the agency alleged that the appellant and two individuals from another car got into an altercation while driving on the interstate. IAF, Tab 5 at 23. This resulted in both cars pulling over to the shoulder, at which point the appellant exited his vehicle with his badge displayed and “brandished [his] personal firearm” on the two individuals from the other car. Id. To find that the agency proved this charge, the administrative judge considered evidence that included the police report from a responding Highway Patrol Officer, who interviewed the appellant on the date of the incident, as well as the appellant’s subsequent explanations, provided in connection with this removal action. ID at 7-14 (referencing, e.g., IAF, Tab 5 at 20, 31-38). In short, the administrative judge found that the only dispute was whether the appellant “brandished” his weapon, with the police report indicating that he did, whereas6 the appellant’s testimony indicated that he did not. ID at 8-9. She credited the former, rather than the latter. ID at 8-14. While doing so, the administrative judge considered, but rejected, the appellant’s various arguments about the reliability of the Highway Patrol Officer’s report, including arguments about the officer being biased. ID at 9-11. She also found that the appellant’s explanations of what occurred morphed over time, with his after-the-fact explanations made in connection with his removal being both inconsistent and inherently implausible. ID at 11-13. On review, the appellant accurately notes that he did testify at the hearing, but the Highway Patrol Officer did not, and the other individuals involved in the road rage incident underlying this charge were never located, so their version of events is not in the record. PFR File, Tab 1 at 18. Because of this, the appellant essentially argues the administrative judge was precluded from discrediting his testimony. Id. at 18-22. We are not persuaded. The administrative judge explained that her credibility analyses would be guided by Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987), while the value she assigned to hearsay evidence would be guided by Borninkhof v. Department of Justice , 5 M.S.P.R. 77, 83-87 (1987). ID at 6-7. Particularly relevant to this charge, some of the factors described in Hillen for purposes of weighing credibility include any prior inconsistent statements by the witness, the inherent improbability of the witness’s version of events, and the witness’s demeanor. Hillen, 35 M.S.P.R. at 458. As the administrative judge recognized, the appellant’s explanation of what happened during the road rage incident varied over time. According to the police report, which was based on the appellant’s description of events, the appellant admitted that he never saw the other parties to the road rage incident with a weapon, but he nevertheless drew his firearm because one of those two individuals had a hand behind their back when everyone pulled to the shoulder of the interstate and exited their vehicles. IAF, Tab 5 at 36. The Highway Patrol7 Officer surmised that the appellant “acted under his own personal aggression towards the [other parties], and he did not use sound judgment.” Id. at 38. He further concluded, based on the appellant’s own statement, that the appellant violated California’s brandishing law. Id. Unlike the statement attributed to the appellant in the police report, the appellant’s written response to the agency’s discipline indicated that the individual mentioned above “appeared to have a weapon on his hand.” Id. at 20. Yet, when testifying at the hearing, the appellant indicated that he clearly saw that this individual had a firearm in hand. ID at 12; HCD2 (testimony of the appellant). It is not apparent to us why the agency failed to produce the Highway Patrol Officer as a witness to testify at the hearing below. See Borninkhof, 5 M.S.P.R. at 87 (recognizing that the availability of a person with firsthand knowledge to testify at the hearing is one factor regarding the probative value of hearsay evidence). However, his police report is signed, many details contained within are consistent with the appellant’s admissions, and the officer was a disinterested party. IAF, Tab 5 at 31-38; see Borninkhof, 5 M.S.P.R. at 87 (recognizing these as additional factors regarding the probative value of hearsay evidence). In any event, even if we assigned limited value to the police report, the evolution of the appellant’s story remains striking. If the appellant clearly saw the individual with a firearm, as claimed during his hearing testimony, one would expect that the written statement he produced in concert with his attorney would have stated the same. Instead, it includes notably more ambiguous language— that the individual “appeared” to have a “weapon.” Therefore, we agree with the administrative judge’s recognition that the appellant’s testimony was inconsistent with his prior written statement. ID at 13. We also discern no basis for disturbing the administrative judge’s detailed explanation for why she found portions of the appellant’s testimony inherently implausible, particularly his8 explanation of what happened in the moments leading up to both vehicles pulling over to the shoulder of the interstate, which essentially placed all the blame for the road rage incident on the other party and none of the blame on himself. ID at 11. Finally, we note that the administrative judge was in the best position to observe the appellant’s demeanor. Her credibility findings are, therefore, entitled to deference. ID at 13-14; see Haebe v. Department of Justice , 288 F.3d 1288, 1300-01 (Fed. Cir. 2002) (recognizing 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, and can overturn such determinations only when it has “sufficiently sound” reasons for doing so). Accordingly, we find no reason to reach a conclusion different than the administrative judge regarding the appellant’s credibility or the off-duty misconduct charge. The agency met its burden of proving this charge by preponderant evidence. Refusal to Cooperate in an Official Investigation The agency’s second charge was “Refusal to Cooperate in an Official Investigation.” IAF, Tab 5 at 23-24. In short, the accompanying narrative alleged that the appellant had relayed the story of an altercation between two other officers to another individual, but then refused multiple directives to cooperate with the resulting administrative investigation about the same. Id. While considering this charge, the administrative judge discussed the testimony of numerous individuals involved, particularly that of the appellant, the investigator, and the Police Chief. ID at 14-18. She recognized that the appellant testified that he merely delayed answering questions about the altercation, and did so with the approval of the investigator. ID at 16-18 (citing HCD2 (testimony of the appellant); HCD3 (testimony of the appellant)). But she also recognized testimony to the contrary from the investigator and the Police Chief, who described the appellant as refusing to cooperate, multiple times, even when9 warned that he could be disciplined. ID at 16-18 (citing HCD1 (testimony of the investigator); HCD2 (testimony of Police Chief)). The administrative judge credited the testimony of the investigator and Police Chief over that of the appellant for a few reasons. ID at 18-21. One of those reasons was what the administrative judge characterized as the appellant’s inherent bias, because his version of events was provided in response to his pending removal. ID at 18. To the extent that she was discounting the appellant’s testimony merely because it was self-serving, this was improper. See Baldwin v. Department of Veterans Affairs , 111 M.S.P.R. 586, ¶ 23 (2009) (recognizing that, although witness bias is a factor in resolving credibility, the Board does not discount testimony merely because it is self-serving). Nevertheless, the administrative judge’s other credibility findings remain valid, and they support the same conclusion regarding the agency’s version of events being more credible than the appellant’s. For example, the administrative judge found that three witnesses—the investigator, the Police Chief, and an individual with whom the appellant confided—all provided testimony that was both consistent and supportive of the agency’s allegations, while the appellant alone provided a different version of events. ID at 17-19 (citing, e.g., HCD1 (testimony of the Command Sergeant Major)). The administrative judge also found the appellant’s version of events inherently improbable for several reasons, including all the other instances of the appellant engaging in loud, confrontational behavior in the workplace. ID at 19-21. On review, the appellant essentially reiterates his testimony from below, asserting that he never refused to cooperate with the investigation, but instead asked for, and was granted, a delay so he could get others involved, including a union president and someone from the Naval Criminal Investigative Service. PFR File, Tab 1 at 23-25. However, this argument is not a sufficiently sound basis for us to disturb the administrative judge’s findings to the contrary. 10 Failing to Submit to Base Security Check The agency’s third charge was “Failing to Submit to Base Security Check.” IAF, Tab 5 at 24. In this charge, the agency alleged that the appellant requested permission to bypass a random security check at the main gate to the base, and the responding officer denied him permission, but the appellant nevertheless drove through the out-bound lane to bypass the security check. Id. The administrative judge noted that the only substantive dispute regarding this charge was whether the appellant had permission to drive through the out-bound lane and avoid the security check. ID at 22. The charge alleged that the appellant requested permission, but the responding officer waived his finger back and forth to gesture no. IAF, Tab 5 at 24. The appellant claimed that he asked to bypass the security check and the responding officer nodded in the affirmative, and subsequent officers he encountered similarly gave him permission. ID at 22 (citing HCD2 (testimony of the appellant); HCD3 (testimony of the appellant)). In finding that the agency met its burden of proving this charge, the administrative judge considered the appellant’s version of events, but also the versions provided by numerous officers that were manning the security check on the date in question. ID at 22-27. The officers’ versions of event are memorialized in contemporaneous written statements, as well as hearing testimony. E.g., IAF, Tab 5 at 61-64. Most notably, the first officer the appellant encountered at the security check explained, in detail, how the appellant requested permission to bypass the security check, and the officer denied the request, but he came to realize that the appellant nevertheless circumvented the security check by driving through the exit lane to the base. E.g., id. at 61. On review, the appellant argues that the administrative judge ignored testimony from two officers he encountered after the first officer—testimony that the appellant characterizes as confirming that he had permission to bypass the security check. PFR File, Tab 1 at 22-23. However, the administrative judge11 explicitly discussed the contemporaneous written statements and hearing testimony of those officers. ID at 23-24 (citing, e.g., IAF, Tab 5 at 62, 64). What she concluded was that the first officer denied the appellant’s request to bypass the security check and, as the appellant ignored that denial and proceeded, each subsequent officer the appellant encountered mistakenly assumed that another had given him permission to use the outbound lane. ID at 24-25. Therefore, the officers the appellant is referring to did not object as the appellant bypassed the security check, but they did not overrule the officer that had denied the appellant permission either. Id. We have reviewed pertinent portions of the hearing testimony and found the same. E.g., HCD2 (testimony of officers encountered secondarily). Although the appellant suggests that his interactions with the subsequent officers amounted to a grant of permission to bypass the security check, negating the charge, we are not persuaded. Conduct Unbecoming The agency’s fourth charge, “Conduct Unbecoming,” involved the appellant’s personal social media account. IAF, Tab 5 at 24, 72-73, Tab 19 at 4. According to the agency, the appellant posted a news report of a workplace shooting, along with comments that included, “I might set that sh-- off too….B---- better have my money,” and “Stop f------ with people on the job stop firing people with 5, 10, 20 years on the job this is what happens.” IAF, Tab 5 at 24, 72-73. The agency’s charge further alleged that the profile picture associated with this posting was the appellant in his military police uniform, and it occurred shortly after the agency had suspended the appellant for unrelated conduct. Id. at 24, 92. The appellant did not deny the existence of the social media post. He did, however, assert his own innocence by attributing the content to his partner. E.g., id. at 19, 21. As the administrative judge analyzed this charge, she considered the testimony of the appellant and this other individual. ID at 28-31. She noted that this other individual testified that he was in a relationship with the appellant,12 he regularly accessed the appellant’s social media account, and he mistakenly used the appellant’s account, rather than his own, to post the objectionable comments. ID at 29 (citing HCD2 (testimony of appellant’s partner)). She also noted that the appellant testified that he was altogether unaware of the post until after the agency raised the matter, because he had not accessed his social media account in months. ID at 28-30 (citing HCD2 (testimony of the appellant); HCD3 (testimony of the appellant)). The administrative judge did not find the testimony of the appellant or his partner credible. ID at 29-30. She found their testimony deeply implausible under the circumstances. Id. Among other things, she noted that, if the appellant was careful regarding his social media account, as he claimed, it is unlikely that he would give someone else access to the account and then not access the account for months at a time. Id. Additionally, if the appellant’s partner accidentally posted the objectionable content to the appellant’s account, instead of his own, it is likely that he would have quickly realized the mistake, given the attached profile picture, notifications regarding subsequent “likes” or other activity shown on the post, and the partner’s regular accessing of both his social media account and the account of the appellant. ID at 29; IAF, Tab 5 at 72-73. Instead, the administrative judge found that the more likely explanation was that the appellant made the posting, himself, at a time when the agency had recently suspended him. ID at 30; IAF, Tab 5 at 92. On review, the appellant argues that there was no evidence contradicting his testimony or the testimony of his partner, so it was improper to discredit their explanation for the posts on the appellant’s social media account. PFR File, Tab 1 a 26. We disagree. Although the version of events provided by the appellant and his partner is possible, we agree with the administrative judge’s well-reasoned explanation for why that version is highly improbable and not credible. 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 she13 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). We must vacate the administrative judge’s superfluous findings regarding the whistleblower reprisal claim. As we previously mentioned, the administrative judge found that the appellant’s whistleblower reprisal claim failed. ID at 37-43. Although we agree with this conclusion, we must vacate the administrative judge’s superfluous findings. In an adverse action appeal such as this, an appellant’s claim of whistleblower reprisal is treated as an affirmative defense. Campbell v. Department of Army , 123 M.S.P.R. 674, ¶ 11 (2016). In such instances, once the agency proves its adverse action case by a preponderance of the evidence, the appellant must show by preponderant evidence that he engaged in whistleblowing activity by making a protected disclosure under 5 U.S.C. § 2302(b)(8) and that the disclosure was a contributing factor in the agency’s personnel action. Id. If an appellant meets this burden, establishing a prima facie case of whistleblower reprisal, the burden shifts to the agency to establish by clear and convincing evidence that it would have taken the same action in the absence of the protected disclosure. Id., ¶ 12. The administrative judge found that the appellant’s claim failed because he did not meet his burden of establishing a prima facie case of whistleblower reprisal. ID at 37-39. The appellant has not argued otherwise on review, and we discern no basis for disturbing this finding by the administrative judge. Despite her determination that the appellant failed to meet his burden, the administrative judge did not stop her analysis there. Instead, she further found that, even if the appellant had presented a prima facie case of reprisal, the agency proved that it would have taken the same action in the absence of the appellant’s alleged disclosure. ID at 39-43. Yet, the Board is precluded from conducting this14 superfluous analysis. See Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 28 (2016) (recognizing that the Board may not proceed to the clear and convincing evidence test if an appellant fails to establish his prima facie case of whistleblower reprisal). Accordingly, we must vacate the administrative judge’s findings that the agency proved that it would have taken the same removal action in the absence of the appellant’s alleged disclosure. In conclusion, the agency met its burden of proof and the appellant failed to prove his affirmative defense. Therefore, the administrative judge correctly sustained the appellant’s 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 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.15 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 obtain16 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 17 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. 18 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
DeFlora_MaukaliSF-0752-20-0001-I-1__Final_Order.pdf
2024-07-15
MAUKALI DEFLORA v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-0752-20-0001-I-1, July 15, 2024
SF-0752-20-0001-I-1
NP
970
https://www.mspb.gov/decisions/nonprecedential/Grace_Jenna_M_SF-0752-20-0145-I-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JENNA M. GRACE, Appellant, v. DEPARTMENT OF THE NAVY, Agency.DOCKET NUMBER SF-0752-20-0145-I-1 DATE: July 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Jenna M. Grace , Ridgecrest, California, pro se. Antonette Ayers and Brandon M. Barros , China Lake, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER The appellant has filed a petition for review of the initial decision, which sustained her removal. For the reasons discussed below, we GRANT the appellant’s petition for review, VACATE the initial decision, and REMAND the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). case to the Western Regional Office for further adjudication in accordance with this Remand Order. BACKGROUND The appellant was employed by the agency as a Security Specialist and, as such, was subject to random drug tests. Initial Appeal File (IAF), Tab 4 at 20, 45-48. In September 2019, the appellant was selected for a random drug test and she provided a urine sample. Id. at 24, 31. Her sample tested positive for amphetamine and methamphetamine. Id. On November 6, 2019, the agency proposed the appellant’s removal on the charge of providing a urine specimen that tested positive for amphetamines/methamphetamines. Id. at 31-33. Thereafter, the deciding official sustained the proposed removal. Id. at 21-23. The appellant’s removal was effective December 10, 2019. Id. at 20. This appeal of the appellant’s removal followed. IAF, Tab 1. Among other things, the appellant referenced a November 7, 2019 letter from her primary care physician essentially questioning the validity of the drug test. Id. at 5; IAF, Tab 4 at 29. She also asserted that she had been retaliated against, seemingly for filing a grievance and for voicing concerns about certain matters. IAF, Tab 24 at 5-6, 25. Although the appellant requested a hearing, IAF, Tab 1 at 2, the administrative judge cancelled the hearing because the appellant failed to file any prehearing submissions or appear for the prehearing conference, IAF, Tab 21 at 1. In her initial decision, the administrative judge sustained the appellant’s removal. IAF, Tab 25, Initial Decision (ID). She found that the agency proved that the appellant provided a urine sample, that the urine sample tested positive for amphetamine and methamphetamine following reliable and accurate chain of custody and testing procedures, and that there was no legitimate medical explanation for that test result. ID at 6-7. The administrative judge found that the agency accordingly met its burden to prove its charge. ID at 7. In addition,2 the administrative judge found that the agency established both nexus and the reasonableness of the penalty. ID at 7-11. The administrative judge further found that the appellant did not raise an affirmative defense. ID at 6. The appellant has filed a petition for review, asserting that phentermine will result in a false positive, appearing to argue that the agency violated its drug-testing procedures, and referencing a grievance she purportedly filed. Petition for Review (PFR) File, Tab 1 at 4. The agency has filed a response to the petition for review. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW The administrative judge abused her discretion by denying the appellant the right to a hearing. An administrative judge may impose sanctions as necessary to serve the ends of justice. 5 C.F.R. § 1201.43. Absent an abuse of discretion, the Board will not reverse an administrative judge’s determination regarding sanctions. Leseman v. Department of the Army , 122 M.S.P.R. 139, ¶ 6 (2015). A hearing should not be denied as a sanction absent extraordinary circumstances. Hart v. Department of Agriculture , 81 M.S.P.R. 329, ¶ 5 (1999). Generally, a single failure to comply with an order is insufficient to show a lack of due diligence, negligence, or bad faith in an appellant’s compliance with an administrative judge’s orders, so as to justify a drastic sanction such as precluding the presentation of evidence at a hearing. Sims v. U.S. Postal Service , 88 M.S.P.R. 101, ¶ 7 (2001). In determining whether an administrative judge properly imposed the sanction of denying an appellant a hearing, the Board will consider whether the administrative judge provided the appellant with a show cause order, or some other opportunity, to explain her failure to comply with an order. See id., ¶ 8 (noting that the administrative judge did not provide the appellant with an opportunity to explain his failure to participate in a prehearing conference); see also Hart, 81 M.S.P.R. 329, ¶¶ 5-7 (considering the appellant’s explanation for failing to participate in a prehearing conference in determining3 that the administrative judge abused her discretion in denying the appellant a hearing). Here, on January 30, 2020, the administrative judge issued an Order and Notice of Hearing and Prehearing Conference. IAF, Tab 8. Among other things, the administrative judge stated in that order that prehearing submissions would be due by February 20, 2020, and that the prehearing conference would be held on February 24, 2020. Id. at 2, 4. Then, on February 4, 2020, the administrative judge issued an order rescheduling the hearing and related dates. IAF, Tab 14. The due date for the prehearing submissions was rescheduled to March 12, 2020, and the prehearing conference was rescheduled for March 16, 2020. Id. at 1-2. On March 19, 2020, the administrative judge cancelled the appellant’s requested hearing because the appellant failed to file any prehearing submissions and failed to attend the prehearing conference. IAF, Tab 21 at 1. There is no indication that the administrative judge attempted to ascertain the reason for the appellant’s failure, and the administrative judge did not explicitly provide the appellant with an opportunity to object to the cancellation of her hearing. Moreover, there is no indication that the administrative judge explicitly notified the appellant that the hearing would be cancelled as a sanction if the appellant failed to provide prehearing submissions and failed to participate in the prehearing conference. Under these unique circumstances, we find that the administrative judge abused her discretion in cancelling the appellant’s requested hearing. We acknowledge that the appellant’s failure to file prehearing submissions and participate in the prehearing conference may be characterized as a failure to comply with both the January 30, 2020 order and the February 4, 2020 order. Nevertheless, given the close proximity in time between the two orders, the appellant’s apparent compliance with the Board’s other orders, and the administrative judge’s failure to provide the appellant with an opportunity to explain her failure to comply with the orders at issue, we find that the record is4 insufficient to show a lack of due diligence, negligence, or bad faith in the appellant’s compliance with the administrative judge’s orders so as to justify such a drastic sanction as the cancellation of her requested hearing. See Sims, 88 M.S.P.R. 101, ¶ 8 (finding that the appellant’s failure to comply with a single order did not warrant the sanction of denying a hearing); Hart, 81 M.S.P.R. 329, ¶ 7 (determining that the appellant’s inadvertent failure to comply with the administrative judge’s order was not an extraordinary circumstance that warranted the extreme sanction of the denial of a hearing). At a minimum, the administrative judge should have provided the appellant with an opportunity to explain her failure to file prehearing submissions and attend the prehearing conference. See Sims, 88 M.S.P.R. 101, ¶ 8. Because the administrative judge abused her discretion in imposing the extraordinary sanction of cancelling the appellant’s hearing, we vacate the initial decision. See id., ¶ 1. We observe that, below, the appellant indicated that she found the scheduled videoconference hearing location to be inconvenient for her. IAF, Tab 24 at 6. Furthermore, on review, the appellant raises no challenge to the cancellation of her hearing. PFR File, Tab 1. Accordingly, on remand, the administrative judge should first ascertain whether the appellant still seeks a hearing in this appeal. If the appellant still seeks a hearing in this appeal, the administrative judge should hold a hearing regarding all issues that are relevant to this appeal.2 2 On review, the appellant argues that the administrative judge improperly discredited her doctor’s medical opinion. PFR File, Tab 1 at 4. In light of our disposition, we need not resolve this issue. However, to the extent resolving the dispositive issues in this case involves weighing competing medical or other expert opinion, the administrative judge should evaluate the evidence under the appropriate standard. See Lassiter v. Department of Justice , 60 M.S.P.R. 138, 142 (1993 ) (finding that the standard for resolving factual disputes and questions of credibility, as set forth in Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987 ), is not the most appropriate standard for analyzing the testimony of expert witnesses, and instead setting forth other factors to consider in conducting such an analysis), overruled on other grounds by Haas v. Department of Homeland Security , 2022 MSPB 36, ¶¶ 9-14; see also Borninkhof v. Department of Justice , 5 M.S.P.R. 77, 83-87 (1981 ) (identifying several factors to be5 The administrative judge erred in finding that the appellant raised no affirmative defenses in this appeal. Below, the appellant submitted into the record an email in which she asserted that her removal was “completely retaliatory for voicing [her] concerns.” IAF, Tab 6 at 4-5. Similarly, in her close of record submission below, the appellant asserted—after referencing a grievance she purportedly filed—that she felt her removal was “completely retaliatory.” IAF, Tab 24 at 5-6. It appears that the appellant was attempting to raise an affirmative defense of retaliation for filing a grievance. See Melnick v. Department of Housing & Urban Development , 42 M.S.P.R. 93, 97 (1989) (finding that pro se appellants are not required to plead the issues with the precision required of an attorney in a judicial proceeding), aff’d, 899 F.2d 1228 (Fed. Cir. 1990) (Table). However, the administrative judge found in her initial decision that the appellant raised no affirmative defense. ID at 6. In Thurman v. U.S. Postal Service , 2022 MSPB 21, ¶ 17 n.7, the Board held that, when an administrative judge erroneously determined that an appellant abandoned or waived an affirmative defense, and the appellant was not on notice of her burden, a remand will be necessary to provide the appellant with adequate notice of her burden. Here, neither the administrative judge nor the agency provided the appellant with her burden on her potential affirmative defense of retaliation. Thus, we turn to the question of whether the appellant waived or abandoned this affirmative defense. Under Thurman, the Board will consider a nonexhaustive list of factors in determining whether an appellant will be deemed to have waived or abandoned an affirmative defense. Id., ¶ 18. Among the relevant factors are: (1) the thoroughness and clarity with which the appellant raised her affirmative defense; (2) the degree to which the appellant continued to pursue her affirmative defense in the proceedings below after initially raising it; (3) whether the appellant considered in evaluating the probative value of hearsay evidence).6 objected to a summary of the issues to be decided that failed to include the potential affirmative defense when she was specifically afforded an opportunity to object and the consequences of her failure were made clear; (4) whether the appellant raised her affirmative defense or the administrative judge’s processing of the affirmative defense claim in her petition for review; (5) whether the appellant was represented during the course of her appeal before the administrative judge and on petition for review, and if she 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. Applying the first factor, we acknowledge that the appellant was neither very clear nor very thorough regarding her claim of retaliation. From an email chain the appellant submitted into the record, it appears the appellant met with the deciding official and a Human Resource Specialist in August 2019. IAF, Tab 24 at 24. In a December 2019 email, the appellant asserted that, during that meeting, she raised her concerns about a dysfunctional and hostile work environment. Id. at 25. She then stated that she believed the reason she was “treated so poorly during this process is completely retaliatory for voicing [her] concerns.” Id. In addition, as previously noted, in her close of record submission, the appellant stated that she felt “this action is completely retaliatory” and she referenced a grievance. Id. at 5-6. Applying the second factor, the degree to which the appellant continued to pursue her affirmative defense in the proceedings below after initially raising it, we note that the appellant referenced filing a grievance in her initial appeal form. IAF, Tab 1 at 4. She referenced retaliation in a subsequent pleading as well as in her close of record submission. IAF, Tab 6 at 4-5, Tab 24 at 6. Regarding the third factor—whether the appellant objected to a summary of the issues to be decided that failed to include the potential affirmative defense7 when she was specifically afforded an opportunity to object and the consequences of her failure were made clear—the administrative judge found, in her order and summary of the telephonic prehearing conference, that the appellant did not raise any affirmative defense. IAF, Tab 21 at 2. However, the administrative judge failed to inform the parties that they could object to the order and summary. Id. Applying the fourth factor, whether the appellant raised her affirmative defense or the administrative judge’s processing of the affirmative defense claim in her petition for review, the appellant does not specifically raise her affirmative defense on review, although she does reference her alleged grievance. PFR File, Tab 1 at 4. Regarding the fifth factor, we observe that the appellant has been pro se throughout the Board proceedings and there is no reason to believe she is particularly knowledgeable about Board procedure. Concerning the sixth factor, there is no indication that any presumptive abandonment of the affirmative defense was caused by incorrect or misleading information provided by the agency or the Board. Considering all of the factors above, we find that the appellant raised an affirmative defense which she did not waive or abandon. Accordingly, on remand the administrative judge shall adjudicate this affirmative defense.3 The administrative judge should also clarify the basis of the appellant’s claim of retaliation and apprise her of the burdens and elements of proof of her affirmative defense. See Guzman v. Department of Veterans Affairs , 114 M.S.P.R. 566, ¶ 19 (2010). The administrative judge must also afford the parties an opportunity to 3 On review, the appellant asserts that the deciding official was dishonest and had reprimanded her. PFR File, Tab 1 at 4. The appellant is vague regarding both how the deciding official was allegedly dishonest and how these assertions relate to this appeal. To the extent the appellant is alleging that the deciding official was biased and that her due process rights were violated, we need not consider this argument because the appellant did not raise it below. See Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (stating 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).8 conduct discovery and submit evidence and argument regarding the appellant’s affirmative defense of retaliation.4 See id. If the appellant does not prevail on her affirmative defense on remand, the administrative judge may incorporate into the new initial decision her original findings with respect to the issues of the charge, nexus, and the reasonableness of the penalty, as appropriate, taking into consideration any new testimony or other evidence that the parties introduce.5 See id. 4 On review, the appellant alleges that the agency is “withholding crucial information pertaining to this case,” but is vague as to what the information concerns. PFR File, Tab 1 at 4. Moreover, she does not contend that she previously sought via discovery the information allegedly withheld by the agency. Id. at 3; see Armstrong v. U.S. Postal Service, 28 M.S.P.R. 45, 48 (1985 ) (finding that, when an appellant fails to take advantage of procedures available to obtain information, including discovery, he may not, on review, claim injury by suggesting that he was hindered in the presentation of his appeal). Nevertheless, on remand she may pursue discovery related to her affirmative defense of retaliation. 5 As the administrative judge indicated in the initial decision, ID at 10, the appellant appeared to argue that the removal penalty was inconsistent with the penalties that the agency previously levied against similarly situated employees, IAF, Tab 24 at 4. Since the initial decision was issued, the Board has overruled some of its prior case law to clarify that, when analyzing disparate penalty claims, broad similarity between employees is insufficient to establish that they are appropriate comparators, and the relevant inquiry is whether the agency knowingly and unjustifiably treated employees who engaged in the same or similar offenses differently. Singh v. U.S. Postal Service , 2022 MSPB 15, ¶ 14. 9 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.10
Grace_Jenna_M_SF-0752-20-0145-I-1__Remand_Order.pdf
2024-07-15
JENNA M. GRACE v. DEPARTMENT OF THE NAVY, MSPB Docket No. SF-0752-20-0145-I-1, July 15, 2024
SF-0752-20-0145-I-1
NP
971
https://www.mspb.gov/decisions/nonprecedential/Anderson_LorenzoAT-0752-19-0667-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LORENZO L. ANDERSON, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER AT-0752-19-0667-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lorenzo L. Anderson , Blythewood, South Carolina, pro se. Debra Sherman Tedeschi , Esquire, and Steven J. Phillips , Esquire, Fort Jackson, South Carolina, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal of his later-rescinded removal action after finding that he failed to establish his affirmative defense of reprisal for prior equal employment opportunity (EEO) activity. On petition for review, the appellant argues that the 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). administrative judge made several incorrect factual determinations regarding her analysis of the sufficiency of the evidence supporting the underlying charges, and that she erred in finding that he failed to establish his affirmative defense of reprisal for prior EEO activity. Petition for Review (PFR) File, Tab 1. 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 determined below that the agency fully rescinded the underlying removal action. Initial Appeal File (IAF), Tab 36 at 1-2, Tab 40, Initial Decision (ID) at 1, 5. The appellant does not challenge that conclusion. PFR File, Tab 1. The Board will only dismiss an appeal as moot if the appellant received all of the relief that he could have received if the matter had been adjudicated and he had prevailed. See Green v. Department of the Air Force , 114 M.S.P.R. 340, ¶ 7 (2010). When, as here, an appellant has outstanding, viable claims of compensatory damages before the Board, an agency’s complete rescission of the action appealed does not afford him all of the relief available before the Board, so the mere rescission does not render the appeal moot. See Currier v. U.S. Postal Service , 72 M.S.P.R. 191, 197 (1996). Because EEO2 reprisal claims, such as the appellant’s, raise possible entitlement to compensatory damages, see Hess v. U.S. Postal Service , 124 M.S.P.R. 40, ¶¶ 9, 18-19 (2016); see also 5 C.F.R. §§ 1201.201(d), 1201.202(c) (both providing for an award of compensatory damages to a prevailing party who is found to have been intentionally discriminated against on grounds covered under Title VII), the administrative judge correctly adjudicated this case on the limited issue of whether the appellant established his EEO reprisal affirmative defense, IAF, Tabs 22, 27-28. After considering testimony from the proposing official that she was unaware of the appellant’s prior EEO complaints and from the deciding official that, although he was aware of the appellant’s prior EEO complaints, they played no role in his decision to remove the appellant, the administrative judge found that the appellant failed to prove by preponderant evidence that the agency was motivated by retaliatory animus based on his prior EEO activity. ID at 10-11. We have reviewed the record, and we agree with her finding that the appellant failed to establish his EEO reprisal claim.2 The appellant argues on review, among other things, that the administrative judge erred in denying certain unspecified witnesses who would have testified regarding the merits of the underlying, ultimately rescinded, removal action and regarding the proposing official’s knowledge of the appellant’s prior EEO complaints. PFR File, Tab 1 at 8, 11-15. However, when the administrative judge made her rulings on witnesses in the order and summary of the prehearing conference, she provided both parties with an opportunity to object to those rulings. IAF, Tab 36 at 2-3. The appellant does not appear to have objected to the rulings either before or during the hearing. The Board has held that an 2 Here, because we affirm the administrative judge’s opinion 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 he proved that retaliation was a “but-for” cause of the agency’s decision. See Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 20-22, 29-33.3 appellant’s failure to timely object to the administrative judge’s rulings on witnesses precludes him from doing so on petition for review. See Tarpley v. U.S. Postal Service , 37 M.S.P.R. 579, 581 (1998). Thus, we do not consider this claim further. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on5 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or6 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Anderson_LorenzoAT-0752-19-0667-I-1__Final_Order.pdf
2024-07-15
LORENZO L. ANDERSON v. DEPARTMENT OF THE ARMY, MSPB Docket No. AT-0752-19-0667-I-1, July 15, 2024
AT-0752-19-0667-I-1
NP
972
https://www.mspb.gov/decisions/nonprecedential/Ferguson_MaryDC-0752-20-0034-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD MARY FERGUSON, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-0752-20-0034-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 M. Jefferson Euchler , Esquire, Virginia Beach, Virginia, for the appellant. Terri Farr , Fort Bragg, North Carolina, for the agency. Deborah E. Shah , Fort Eisenhower, Georgia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member FINAL ORDER The 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 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). On petition for review, the appellant reasserts her argument that the Board has jurisdiction over her constructive removal appeal because she applied for retirement based on the agency’s misrepresentations that, if she requested to retire from her appropriated fund position, she would be converted to a nonappropriated fund position performing the same duties. Petition for Review File, Tab 1 at 4-7; Initial Appeal File (IAF), Tab 3 at 4-6, Tab 16 at 5-7. After considering the appellant’s argument, we find that it was adequately addressed in the initial decision by the administrative judge, and we discern no reason to disturb her finding that the appellant failed to establish that the agency provided her with misinformation on which she relied to her detriment, rendering her decision to retire involuntary. IAF, Tab 20, Initial Decision at 2-4, 13-18; see Covington v. Department of Health & Human Services , 750 F.2d 937, 941-43 (Fed. Cir. 1984); see also Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶¶ 7-9, 11 (2013) (observing that a n employee may establish that the Board has jurisdiction over a “constructive” adverse action by proving, among other things, that she lacked a meaningful choice in the matter and it was the agency’s2 wrongful actions, such as the supplying of misinformation, that deprived her of that choice). Accordingly, we 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.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
Ferguson_MaryDC-0752-20-0034-I-1__Final_Order.pdf
2024-07-15
MARY FERGUSON v. DEPARTMENT OF THE ARMY, MSPB Docket No. DC-0752-20-0034-I-1, July 15, 2024
DC-0752-20-0034-I-1
NP
973
https://www.mspb.gov/decisions/nonprecedential/Jackson_RepaunzelDC-3330-20-0704-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD REPAUNZEL JACKSON, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DC-3330-20-0704-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Repaunzel Jackson , Williamsburg, Virginia, pro se. Stephen O. Barlow , Esquire, Fort Eustis, Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her Veterans Employment Opportunities Act of 1998 (VEOA) 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 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). On petition for review, the appellant asserts that she was unable to timely submit evidence during the pendency of the appeal due to financial and pandemic-related constraints. Petition for Review (PFR) File, Tab 1 at 3-4. The documents primarily relate to her military service and an equal employment opportunity complaint against an agency not involved in the present appeal. PFR File, Tab 2 at 4-19, Tab 4 at 4-35. In addition, the appellant submitted what appears to be a table of Federal positions for which she purportedly applied but was not hired. PFR File, Tab 2 at 16-19. The agency has not filed a response to the petition for review. Under 5 C.F.R. § 1201.115, 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 close of the record below despite the party’s due diligence. Pirkkala v. Department of Justice , 123 M.S.P.R. 288, ¶ 5 (2016); see Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016) (stating that the Board generally will not consider a new argument raised for the first time on review absent a showing that it is based on new and material evidence). However, we have considered the appellant’s new evidence to the extent it concerns the issue2 of the Board’s jurisdiction because the Board’s jurisdiction can be raised at any time, including on review. See Pirkkala, 123 M.S.P.R. 288, ¶ 5 (considering evidence submitted for the first time on review because it was relevant to the Board’s jurisdiction). Even considering the appellant’s evidence, none of the documents address the jurisdictional issue, and she has not presented a basis for overturning the initial decision. The appellant has not challenged the administrative judge’s finding that she failed to prove that she had exhausted her administrative remedy before the Department of Labor (DOL). PFR File, Tab 1 at 3-5; Initial Appeal File (IAF), Tab 5, Initial Decision (ID) at 5; see Graves v. Department of Veterans Affairs , 117 M.S.P.R. 491, ¶ 8 (2012) (finding that, to establish Board jurisdiction over a VEOA claim, an appellant must, among other things, show that she exhausted her administrative remedy with the DOL). As noted by the administrative judge, the appellant specifically indicated in her initial appeal form that she had not filed a complaint with DOL, and she made no statement to the contrary on review. IAF, Tab 1 at 4; ID at 5; PFR File, Tab 1 at 3-5. Accordingly, we find that the appeal was properly dismissed 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 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 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. The4 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 file5 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. 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. 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
Jackson_RepaunzelDC-3330-20-0704-I-1__Final_Order.pdf
2024-07-15
REPAUNZEL JACKSON v. DEPARTMENT OF THE ARMY, MSPB Docket No. DC-3330-20-0704-I-1, July 15, 2024
DC-3330-20-0704-I-1
NP
974
https://www.mspb.gov/decisions/nonprecedential/Cadena_EricDE-0432-19-0321-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ERIC CADENA, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DE-0432-19-0321-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Bobby R. Devadoss , Esquire, McRae Cleaveland , Esquire, and Tyler J. Sroufe , Esquire, Dallas, Texas, for the appellant. Mark W. Hannig , Esquire, El Paso, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER ¶1The agency has filed a petition for review of the initial decision, which reversed the appellant’s removal pursuant to 5 U.S.C. chapter 43. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED concerning the administrative judge’s finding that the agency failed to warn the appellant of the inadequacies of his performance in a critical element and to also find that the agency failed to show that it communicated to the appellant the critical elements and performance standards of his position, we AFFIRM the initial decision. BACKGROUND ¶2The appellant was formerly employed as an Air Interdiction Agent with the U.S. Customs and Border Protection until the agency removed him for unacceptable performance pursuant to 5 U.S.C. chapter 43. Initial Appeal File (IAF), Tab 9 at 15. On September 27, 2018, the appellant was notified that he was being placed on a 90-day performance improvement plan (PIP) from September 28 to December 28, 2018. Id. at 282-83. Following the PIP, the agency determined that the appellant’s performance was unacceptable and, on February 21, 2019,2 the agency proposed the appellant’s removal. Id. at 160-65. After affording the appellant an opportunity to respond, the agency removed him, effective June 10, 2019. Id. at 17-21. 2 The proposal notice is inadvertently dated February 21, 2018. IAF, Tab 9 at 165.2 ¶3The appellant filed a Board appeal challenging his removal and raising affirmative defenses of whistleblower reprisal and discrimination based on his national origin and reprisal for prior equal employment opportunity (EEO) activity. IAF, Tab 1. After the appellant withdrew his request for a hearing, IAF, Tab 13, the administrative judge issued an initial decision based on the written record, IAF, Tab 22, Initial Decision (ID). The administrative judge reversed the appellant’s removal, finding that the agency failed to prove that it warned the appellant of the inadequacies in his performance. ID at 6-10. The administrative judge further found that the appellant failed to prove his affirmative defenses.3 ID at 10-23. Regarding the appellant’s whistleblower reprisal claim, the administrative judge found that the agency proved by clear and convincing evidence that the agency would have removed the appellant absent his disclosure and protected activity. ID at 16-20. Regarding the appellant’s remaining affirmative defenses, the administrative judge found that the appellant failed to prove that his national origin or his filing of a prior discrimination complaint were a motivating factor in his removal. ID at 21-22. ¶4The agency has filed a petition for review asserting that the administrative judge erred in reversing the appellant’s removal. Petition for Review (PFR) File, Tab 1. The appellant has not filed a response. DISCUSSION OF ARGUMENTS ON REVIEW ¶5At the time the initial decision was issued, the Board’s case law stated that, in a performance-based action under 5 U.S.C. chapter 43, an agency must establish by substantial evidence that: (1) the Office of Personnel Management approved its performance appraisal system; (2) the agency communicated to the appellant the performance standards and critical elements of his position; (3) the appellant’s performance standards are valid under 5 U.S.C. § 4302(c)(1); (4) the agency warned the appellant of the inadequacies of his performance during the 3 The appellant has not filed a petition or cross petition for review challenging these findings.3 appraisal period and gave him a reasonable opportunity to improve; and (5) the appellant’s performance remained unacceptable in at least one critical element. White v. Department of Veterans Affairs , 120 M.S.P.R. 405, ¶ 5 (2013). ¶6During the pendency of the petition for review in this case, the U.S. Court of Appeals for the Federal Circuit held in Santos v. National Aeronautics and Space Administration , 990 F.3d 1355, 1360-61 (Fed. Cir. 2021), that in addition to the five elements of the agency’s case set forth above, the agency must also justify the institution of a PIP by proving by substantial evidence that the employee’s performance was unacceptable prior to the PIP. The Federal Circuit’s decision in Santos applies to all pending cases, including this one, regardless of when the events took place. Lee v. Department of Veterans Affairs , 2022 MSPB 11, ¶ 16. ¶7The administrative judge found that the agency failed to prove that it warned the appellant of the inadequacies of his performance because it offered no evidence of the necessary warning at the outset of the PIP. ID at 8. In so finding, the administrative judge noted that there was no documentation in the record concerning the appellant’s performance ratings prior to his placement on the PIP and the agency had not submitted a copy of the appellant’s performance plan containing the critical elements and standards under which his performance was measured. Id. The administrative judge further found that the PIP letter itself failed to inform the appellant that the agency considered his performance unacceptable; rather, it merely identified specific tasks the appellant was to perform during the PIP. ID at 9. Similarly, the administrative judge also found that the progress notes of the appellant’s meetings with his supervisor during the PIP similarly did not apprise the appellant that his performance was unacceptable but, rather, merely discussed the appellant’s progress on the specific tasks identified in the PIP. Id. Finally, the administrative judge noted that the agency granted the appellant a within-grade increase on October 14, 2018, two weeks4 into the PIP, thereby certifying that the appellant’s performance was at an acceptable level. ID at 9-10. ¶8On review, the agency first contends that the administrative judge erred in sua sponte raising the issue of whether the agency warned the appellant of the inadequacies of his performance. PFR File, Tab 1 at 7. Such an argument is unavailing. The agency is required to prove that it warned the appellant of the deficiencies in his performance and afforded him a reasonable opportunity to improve as part of its prima facie case. Cf. Mattes v. Department of the Army , 24 M.S.P.R. 477, 480 (1984). ¶9Next, the agency asserts that the administrative judge improperly required it to prove that it warned the appellant of the inadequacies of his performance “prior to the appraisal period,” at the “outset of the PIP” and/or “prior to his placement on the PIP” instead of “during the appraisal period.” PFR File, Tab 1 at 5-6. We agree with the agency that proof of a pre-PIP warning of unacceptable performance is not required to defend an action under chapter 43. See Harris v. Securities and Exchange Commission , 972 F.3d 1307, 1316 (Fed. Cir. 2020) (clarifying that the PIP notice itself often serves as the required warning in a chapter 43 action); see also Santos, 990 F.3d at 1361-62 (reinforcing its holding in Harris, 972 F.3d at 1316). However, as the Federal Circuit held in Santos, 990 F.3d at 1360-61, an agency must prove by substantial evidence that an employee’s performance was unacceptable prior to the PIP. Here, although the administrative judge correctly found an absence of pre-PIP evidence of unacceptable performance based on the record below, the parties did not have an opportunity to address the modified legal standard in light of Santos. ID at 9; see Lee, 2022 MSPB 11, ¶ 16 (remanding the appeal for further evidence and argument under the modified legal standard). ¶10Nevertheless, we need not remand this case for further adjudication because the agency did not prove other elements of its burden of proof under chapter 43, which were not modified by Santos. As set forth and modified below, we agree5 with the administrative judge’s ultimate conclusion that the agency failed to show that it warned the appellant of the inadequacies in his performance in a critical element during the appraisal period. Moreover, we also find that the agency failed to show that it communicated to the appellant the critical elements and performance standards of his position.4 ¶11The agency has not filed a copy of the appellant’s performance plan or otherwise identified the critical elements of the appellant’s position or explained what the performance standards or levels were for the relevant critical elements and/or how the tasks identified in the PIP correspond to such critical elements and standards. See, e.g., Johnson v. Department of the Interior , 87 M.S.P.R. 359, ¶ 12 (2000) (noting that all critical elements must have performance standards, which are defined by regulation as management approved expressions of the performance thresholds, requirements, or expectations that employees must meet to be appraised at particular levels of performance). Nor is it clear based on the record whether the agency’s performance program was based on a 4-tier system or a 2-tier pass/fail system. As part of its agency file, the agency submitted a 2008 Performance Management Program for the Department of Homeland Security, which provides for a 4-tier system for rating each core competency and individual performance goal as well as a 4-tier overall rating system. IAF, Tab 9 at 305-06. However, the deciding official and the appellant’s second-level supervisor both reference a 2-tier pass/fail system. IAF, Tab 9 at 17, Tab 19 at 14. ¶12The agency’s failure to submit clear information concerning the appellant’s performance plan, critical elements, and performance standards is problematic 4 The agency’s failure to show that it communicated to the appellant the critical elements and performance standards of his position is also relevant to the substantive element set forth in Santos, i.e., that the employee’s performance was unacceptable prior to the PIP. 990 F.3d at 1361-62. Absent valid performance standards, the Board cannot evaluate whether the appellant’s performance was unacceptable. See, e.g., Henderson v. National Aeronautics and Space Administration , 116 M.S.P.R. 96, ¶ 9 (2011); Ortiz v. Department of Justice , 46 M.S.P.R. 692, 695 (1991); Williams v. Department of Health and Human Services , 30 M.S.P.R. 217, 220 (1986).6 because to sustain a chapter 43 removal the appellant’s performance inadequacies must relate to a critical element of his position. See, e.g., Martin v. Federal Aviation Administration , 795 F.2d 995, 997 (Fed. Cir. 1986) (stating that the requirements incumbent upon an agency in effecting a proper chapter 43 removal action are to set up an approved performance appraisal system, communicate the written performance standards and “critical elements” of an employee’s position to the employee at the beginning of the appraisal period, warn of inadequacies in “critical elements” during the appraisal period, and counsel and afford an opportunity for improvement after proper notice); Lovshin v. Department of the Navy, 767 F.2d 826, 834 (Fed. Cir. 1985) (emphasizing that the statutory term “unacceptable performance” in chapter 43 is not a synonym for generally poor performance or inefficiency but rather is a term of art specifically defined under 5 U.S.C. § 4301(3)); 5 C.F.R. § 432.103(h) (defining unacceptable performance as “performance of an employee which fails to meet established performance standards in one or more critical elements of such employee’s position”); 5 C.F.R. § 432.103(b) (defining critical element as “a work assignment or responsibility of such importance that unacceptable performance on the element would result in a determination that an employee’s overall performance is unacceptable”). ¶13Here, the appellant’s alleged performance deficiencies do not relate to his primary job duties as a pilot or law enforcement agent, which involved performing aviation law enforcement operations for the detection, prevention, interdiction and apprehension of terrorists, terrorist weapons, and other contraband and persons from illegally entering or attacking the United States. IAF, Tab 9 at 286. Rather, the appellant’s alleged performance deficiencies relate to his “collateral” vehicle officer duties, which appear to have involved maintaining vehicles mechanically, keeping vehicle registration paperwork current, completing vehicle reports, and drafting a local vehicle policy. IAF, Tab 9 at 162-63, 282-83, Tab 17 at 157. Such collateral duties are not7 referenced in the appellant’s position description, IAF, Tab 9 at 286-88, but according to the agency, they were assigned on a rotating basis at management’s discretion, IAF, Tab 17 at 4-6, 18-20, 160-61, 165-66. Thus, it is unclear whether such duties fall under a critical element of the appellant’s position. See 5 C.F.R. § 432.103(b). ¶14The PIP identified three categories of job duties, including Official Duties (Category 1), Reports (Category 2), and Communication (Category 1), which were to be the focus of the PIP. IAF, Tab 9 at 282-83. The Official Duties and Reports categories focused on the appellant’s vehicle officer duties. However, the PIP does not clearly characterize these categories of job duties under any particular critical element. Even assuming that the categories identified in the PIP themselves constitute critical elements of the appellant’s performance plan, the agency’s proposal notice references different critical elements of Job Knowledge and Technical Skills, which are not mentioned in the PIP. Id. at 160. The critical elements of Job Knowledge and Technical Skills also do not clearly correspond to the agency’s department-wide core competencies of Technical Proficiency, Teamwork/Cooperation, Communications, and Representing the Agency, as set forth in the agency’s 2008 performance program contained in the agency file.5 Id. at 300. ¶15In the decision letter, the deciding official similarly references the critical elements of Job Knowledge and Technical Skills, but he assesses the appellant’s performance in such elements under requirements that are not contained in the appellant’s performance plan, or even in the PIP, but, rather, are described in the appellant’s job description. IAF, Tab 9 at 18. However, the appellant’s job description is not a valid performance plan that sets forth performance standards by which the agency was to measure the appellant’s performance. See, e.g., Betters v. Federal Emergency Management Agency , 57 M.S.P.R. 405, 409 (1993) 5 Under the 2008 program, an employee is rated pursuant to these four department-wide core competencies as well as individual performance goals. IAF, Tab 9 at 299-300, 305-06. It is unclear what the appellant’s individual performance goals were.8 (stating that the propriety of a charge of unacceptable performance is judged not based on a position description but rather on the employee’s performance plan and the elements and standards derived under it); Williams v. Department of Health and Human Services , 30 M.S.P.R. 217, 220 (1986) (stating that an agency may not prove an employee’s unacceptable performance of a critical element without regard to the written performance standard for that critical element). ¶16Regarding the Job Knowledge critical element, the decision letter states that the appellant’s position description requires the “[a]bility to evaluate information rapidly and make judicious decisions promptly, while remaining courteous and professional” as well as the “[a]bility to communicate orally and in writing.” IAF, Tab 9 at 18. The deciding official concluded that the appellant’s “failure to conduct forthcoming and timely electronic communication explicitly failed these performance standards.” Id. In contrast, the standards set forth in the PIP required the appellant to be honest in all communications and to respond to email traffic in a timely and adequate manner. Id. at 283. ¶17Regarding the Technical Skills critical element, the decision letter states that the appellant’s position description requires that “[c]ompleted work products are relied upon for soundness, accuracy, and adequacy of technical detail. Review of work performance is primarily for accomplishment of objectives, consistency with policies and goals and for contribution to improvements in the aviation programs and operations.” Id. at 18. It also cites to a section in the appellant’s job description that states, “[g]uidelines consist of the U.S. Code, Constitutional laws, DHS rules, regulations, policies, procedures, directives and manuals. Within the context of such broad regulatory guidelines, the incumbent may refine or develop more specific guidelines for the measurement or improvement of the air interdiction program.” The deciding official concluded that the appellant’s “failure to complete the vehicle policy on time explicitly violate[d] these components of [the appellant’s] job description.” Id.9 Such standards, however, do not require timely completion of the vehicle policy and also differ from the standards set forth in the PIP. ¶18Under these circumstances, we find that the agency failed to show that it communicated to the appellant the performance standards and critical elements of his position or that it communicated to him the critical elements and standards for which his performance was alleged to have been unacceptable.6 Cf. Atamantyk v. Department of Defense , 49 M.S.P.R. 432, 437 (1991) (finding that the agency failed to provide the appellant with a reasonable opportunity to improve his performance because the performance standard component of the critical element at issue in the agency’s proposal notice differed from the component cited in the agency’s PIP and, thus, the appellant was not informed that his performance with respect to the component was unacceptable prior to his proposed removal). ¶19Accordingly, we affirm the initial decision as modified.7 ORDER ¶20We ORDER the agency to cancel the appellant’s removal and to restore the appellant effective June 10, 2019. 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. 6 For the reasons discussed above, we are not persuaded by the agency’s argument on review that the PIP unmistakably informed the appellant that the agency considered his performance in “critical elements” as “not satisfactorily completed” and “failures.” PFR File, Tab 1 at 6-7. The PIP did not clearly identify the critical elements and only advised the appellant that he was to perform certain tasks and that a certain number of “failures” during the PIP would result in him not satisfactorily completing the PIP. IAF, Tab 9 at 282-83. It also did not cite to or explain any performance deficiencies under a critical element. 7 We do not address whether the agency afforded the appellant a reasonable opportunity to improve or whether his performance was unacceptable in a critical element. Because we reverse the removal on other grounds, we find it unnecessary to reach these issues. See ID at 7; see also O’Neal v. Department of the Army , 47 M.S.P.R. 433, 438-39 (1991) (stating that, before holding an employee accountable for unacceptable performance, an agency must prove that it communicated the standards against which the employee’s performance was to be measured).10 ¶21We 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. ¶22We 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). ¶23No 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). ¶24For agencies whose payroll is administered by either the National Finance Center of the Department of Agriculture (NFC) or the Defense Finance and Accounting Service (DFAS), two lists of the information and documentation necessary to process payments and adjustments resulting from a Board decision are attached. The agency is ORDERED to timely provide DFAS or NFC with all documentation necessary to process payments and adjustments resulting from the Board’s decision in accordance with the attached lists so that payment can be made within the 60-day period set forth above.11 NOTICE TO THE APPELLANT REGARDING YOUR RIGHT TO REQUEST ATTORNEY FEES AND COSTS You may be entitled to be paid by the agency for your reasonable attorney fees and costs. To be paid, you must meet the requirements set forth at title 5 of the United States Code (5 U.S.C.), sections 7701(g), 1221(g), or 1214(g). The regulations may be found at 5 C.F.R. §§ 1201.201, 1201.202, and 1201.203. If you believe you meet these requirements, you must file a motion for attorney fees and costs WITHIN 60 CALENDAR DAYS OF THE DATE OF THIS DECISION. You must file your motion for attorney fees and costs with the office that issued the initial decision on your appeal. NOTICE OF APPEAL RIGHTS8 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 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.12 about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain13 judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 14 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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. 15 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.16 DEFENSE FINANCE AND ACCOUNTING SERVICE Civilian Pay Operations DFAS BACK PAY CHECKLIST The following documentation is required by DFAS Civilian Pay to compute and pay back pay pursuant to 5 CFR § 550.805. Human resources/local payroll offices should use the following checklist to ensure a request for payment of back pay is complete. Missing documentation may substantially delay the processing of a back pay award. More information may be found at: https://wss.apan.org/public/DFASPayroll/Back%20Pay%20Process/Forms/AllItems.aspx. NOTE: Attorneys’ fees or other non-wage payments (such as damages) are paid by vendor pay, not DFAS Civilian Pay. ☐1) Submit a “SETTLEMENT INQUIRY - Submission” Remedy Ticket. Please identify the specific dates of the back pay period within the ticket comments. Attach the following documentation to the Remedy Ticket, or provide a statement in the ticket comments as to why the documentation is not applicable: ☐2) Settlement agreement, administrative determination, arbitrator award, or order. ☐3) Signed and completed “Employee Statement Relative to Back Pay”. ☐4) All required SF50s (new, corrected, or canceled). ***Do not process online SF50s until notified to do so by DFAS Civilian Pay.*** ☐5) Certified timecards/corrected timecards. ***Do not process online timecards until notified to do so by DFAS Civilian Pay.*** ☐6) All relevant benefit election forms (e.g. TSP, FEHB, etc.). ☐7) Outside earnings documentation. Include record of all amounts earned by the employee in a job undertaken during the back pay period to replace federal employment. Documentation includes W-2 or 1099 statements, payroll documents/records, etc. Also, include record of any unemployment earning statements, workers’ compensation, CSRS/FERS retirement annuity payments, refunds of CSRS/FERS employee premiums, or severance pay received by the employee upon separation. Lump Sum Leave Payment Debts: When a separation is later reversed, there is no authority under 5 U.S.C. § 5551 for the reinstated employee to keep the lump sum annual leave payment they may have received. The payroll office must collect the debt from the back pay award. The annual leave will be restored to the employee. Annual leave that exceeds the annual leave ceiling will be restored to a separate leave account pursuant to 5 CFR § 550.805(g).17 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. 18
Cadena_EricDE-0432-19-0321-I-1__Final_Order.pdf
2024-07-15
ERIC CADENA v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DE-0432-19-0321-I-1, July 15, 2024
DE-0432-19-0321-I-1
NP
975
https://www.mspb.gov/decisions/nonprecedential/Martin_JeremySF-0752-18-0738-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JEREMY MARTIN, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER SF-0752-18-0738-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jeremy Martin , North Las Vegas, Nevada, pro se. Jennie E. Breitmeyer , Esquire, Romulus, Michigan, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant was a Federal Air Marshal (FAM) with the Las Vegas Field Office (LVFO) of the agency’s Transportation Security Administration (TSA). Initial Appeal File (IAF), Tab 4 at 30. In May 2017, the appellant’s immediate supervisor notified the appellant that he had a pattern of taking unscheduled sick leave on days adjacent to his regular days off (RDO) and/or his scheduled training days, and that this pattern could result in the appellant’s placement on a leave restriction. IAF, Tab 26 at 44-45. Nevertheless, the appellant requested unscheduled sick leave for days that were adjacent to his RDO on three occasions in July and August 2017. Id. at 44. On August 15, 2017, the appellant’s supervisor notified TSA’s Office of Inspection (OOI) that he believed that some of the medical notes the appellant had submitted to support his sick leave requests may have been altered. Id. at 43. On August 30, 2017, OOI began an investigation of these allegations. IAF, Tab 7 at 56.2 The medical note at issue in this appeal is dated July 5, 2017, and is from the clinic where the appellant underwent a medical procedure that day. Id. at 81. The note, which was purportedly signed by the physician assistant (PA) who performed the procedure, states “[the appellant] is under my care.” Id. In addition, there is an “x” in the boxes to the left of the following two preprinted statements on the note: “was seen in my office today” and “is released to work on.” Id. After the latter statement, the date “7-7-17” is handwritten. Id. On November 7, 2017, an OOI special agent (SA) interviewed the PA who treated the appellant on July 5, 2017. IAF, Tab 7 at 85. When presented with the note in question, the PA stated that she had not signed the note and that the clinic had no record of providing the appellant with a note for his visit on July 5, 2017. Id. The PA further stated that she had instructed the clinic’s employees that any doctors’ notes that authorized patients to take time off work (time-off notes) must be signed by her. Id. She added that it was possible that a former employee had signed the note if it stated only that the appellant was seen in the office, i.e., if it was a seen-in-office note; however, that individual was not authorized to give patients time off work. Id. On November 8, 2017, the SA interviewed the appellant, who provided the following account of the events of July 5, 2017, as set forth in the appellant’s written statement and the SA’s hearing testimony regarding the interview, as summarized in the initial decision. IAF, Tab 7 at 94-95; Tab 32, Initial Decision (ID) at 3-4. The appellant stated that he went home immediately after his appointment at the clinic, but forgot the doctor’s note. IAF, Tab 7 at 94. Consequently, he returned to the clinic and spoke with a receptionist, who readily printed out another note, turned around, and handed it to the appellant. ID at 3-4 (citing Hearing Compact Disc (HCD) (testimony of the SA)). He also told the SA that he did not actually see the receptionist or the PA sign the note. ID at 4 (citing HCD (testimony of the SA)).3 The SA then informed the appellant that he had spoken with the PA and that she had told him that: she did not sign the note; the receptionist was not authorized to sign a time-off note; and the clinic did not have a record of the note. Id. The appellant reiterated that he had initially left the clinic on July 5, 2017, without the note and returned to retrieve it, and he explicitly denied having falsified the note or any doctor’s note. Id. Following the interview, the SA drafted a statement that set forth the appellant’s version of events. IAF, Tab 7 at 94-95. The appellant reviewed and initialed the statement, thereby confirming its veracity. Id. On December 15, 2017, the appellant took a polygraph examination in connection with the investigation. IAF, Tab 7 at 103. The polygraph detected deception when the appellant denied falsifying any of the doctors’ notes at issue in the investigation. Id. at 103-04. The appellant then admitted that he had not been completely honest during his prior interview, and the SA interviewed the appellant a second time. Id. at 104, 108. During the interview, the appellant stated that, prior to leaving the clinic on July 5, 2017, he received a medical note from the receptionist; however, after he arrived home, he saw that the note was a seen -in-office note instead of a time-off note. Id. at 110. The appellant stated that he then altered the note to reflect that he was authorized to take time off work until July 7, 2017, but immediately felt guilty and tore up the note. Id. The appellant claimed that he then drove back to the clinic and requested a note indicating that he required time off, and the receptionist complied. Id. The appellant provided OOI a sworn statement reflecting this version of events. Id. In the statement, he indicated that he believed the polygraph’s detection of deception was triggered by the immense guilt he felt at having altered the note that he destroyed. Id. The appellant added that he had not disclosed this information initially because he did not think it was pertinent to the4 investigation, as the note he ultimately provided his supervisor was not falsified. Id. On May 1, 2018, the agency issued a notice proposing to remove the appellant based on charges of lack of candor and altering a doctor’s note, each of which was supported by two specifications. IAF, Tab 7 at 45-54. Following the appellant’s oral and written replies to the proposal notice, IAF, Tab 4 at 32-45, the deciding official sustained one specification of each charge and she sustained the removal. IAF, Tab 7 at 6-14. The appellant was removed from his position effective July 30, 2018. IAF, Tab 4 at 30. The appellant filed a Board appeal challenging his removal and he requested a hearing. IAF, Tab 1. He also raised affirmative defenses of age discrimination and harmful procedural error. IAF, Tab 29. Following a hearing, the administrative judge issued an initial decision that affirmed the appellant’s removal. ID at 1, 21. The administrative judge found that the agency proved the charges, ID at 11-15; that there is a nexus between the charged conduct and the efficiency of the service, ID at 15-16; and that removal is a reasonable penalty, ID at 19-20. She further found that the appellant did not prove his affirmative defenses, ID at 16-18. The appellant has filed a petition for review.2 Petition for Review (PFR) File, Tab 1. The agency has filed a response in opposition to the petition, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 4, 6. 2 On review, the appellant does not challenge the administrative judge’s findings regarding nexus or his affirmative defenses. We discern no reason to disturb these findings.5 ANALYSIS The administrative judge correctly found that the agency proved the charges by preponderant evidence. Altering a doctor’s note In this charge, the agency alleged that the appellant altered a doctor’s note from the clinic dated July 5, 2017, to show his authorized return to work date as July 7, 2017. IAF, Tab 7 at 46. In analyzing this charge, the administrative judge considered the relevant documentary evidence and hearing testimony, including the testimony of the appellant, who asserted that he had no reason to alter the medical note because he had never been denied leave and thus had no reason to believe any leave request would have been denied if he failed to produce a medical note. ID at 11 (citing HCD (testimony of the appellant)). The administrative judge rejected this assertion, finding that it was belied by the fact that the appellant’s supervisor had required him to submit a medical note for his July 5 appointment, a day that the appellant was scheduled to work an outbound flight. ID at 11; IAF, Tab 26 at 48. The administrative judge also noted that the appellant called his supervisor on July 5 to inform him that, “per doctor’s note,” he needed to be off work July 6, when he was again scheduled to work an outbound flight. Id. Thus, the administrative judge found, the appellant was under pressure to provide a doctor’s note to excuse his absence for both days, and he could expect that his absence would not have been approved if he failed to do so. ID at 11-12. The appellant challenges this finding on review and asserts that, in assessing the consequences of failing to submit a doctor’s note, the administrative judge did not address the relevant hearing testimony. PFR File, Tab 1 at 15. In that regard, the appellant notes that he testified that he had never been denied sick leave, three supervisory air marshals testified that they had never denied sick leave to any FAM, and the LVFO’s Special Agent in Charge testified that she6 could not recall anyone ever being denied sick leave during her tenure at the LVFO. Id. The appellant contends that the totality of the evidence shows that he had no reason to believe that he would have been denied sick leave if he failed to submit a doctor’s note for July 6. Id. Although the testimony cited by the appellant indicates that FAMs ordinarily were not denied sick leave, we agree with the administrative judge’s assessment of the likely consequences of the appellant’s failure to submit a doctor’s note to support his July 6 sick leave request. As noted above, the appellant’s supervisor had warned him that he might be placed on a leave restriction if he continued his pattern of requesting sick leave for days adjacent to either his RDO or days that he was scheduled to be on a training flight, and his supervisor had required the appellant to submit a doctor’s note in support of his sick leave request pertaining to his July 5 appointment. IAF, Tab 26 at 44-45, 48. Given these circumstances, we agree with the administrative judge that the appellant could expect that his leave request would have been denied had he not produced a doctor’s note. ID at 12. In any event, the administrative judge’s failure to mention in the initial decision the hearing testimony concerning FAM sick leave requests or, for that matter, any other evidence in the record,3 does not mean that she did not consider it in reaching her 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). As noted by the administrative judge, the appellant repeatedly denied that he altered the note at issue in this appeal. ID at 11. The administrative judge found that the appellant was not credible and that he altered the note to reflect 3 The appellant argues on review that the administrative judge also failed to consider other evidence, including handwriting comparisons that allegedly demonstrate that he did not falsify any note that he submitted to FAM management. PFR File, Tab 1 at 4, 25-26.7 that he needed time off work. ID at 14. Accordingly, she found that the agency proved the charge. Id. In sustaining this charge, the administrative judge credited the testimony of the clinic’s program manager that, during the period in question, seen-in-clinic notes were not were maintained in the clinic’s computer system; however, time-off notes were scanned into the system. ID at 13. The administrative judge found that the only plausible reason that the clinic had no record of the time-off note the appellant submitted to the agency is that the appellant had received a seen-in-clinic note and altered it to reflect that he needed time off work. Id. The appellant challenges this finding on review, arguing that the more plausible reason that the note was not in the clinic’s computer system is that the clinic rarely scanned any doctors’ notes into the system. PFR File, Tab 1 at 16. In support of this argument, the appellant states that another clinic employee testified during her deposition that time-off notes were not generally scanned into the clinic’s computer system unless they authorized time off work for more than 1 day. Id. at 22, 24. Based on our review of the record, we agree with the appellant to the extent that he is arguing that the fact that the clinic has no record of the note that he provided the agency does not necessarily mean that he did not receive that note. As the administrative judge noted in the initial decision, during her testimony, the program manager acknowledged that the policy of scanning time-off-notes into the clinic’s computer system was not followed consistently and notes were not scanned into the system with any regularity. ID at 6 (citing HCD (testimony of program manager). Thus, it is certainly feasible that the clinic might not have a record of a time-off note that was issued during this period. However, we disagree with the appellant’s claim that the only plausible finding is that he did not falsify the doctor’s note. As discussed below, in finding that the appellant altered the note, the administrative judge identified several reasons that the appellant was not credible, including his demeanor and his8 inadequate explanations for the inconsistencies in his various versions of the events at issue. ID at 11-14. Given the administrative judge’s explained and comprehensive credibility findings, even assuming arguendo that the clinic did not scan time-off notes into its computer system for 1-day absences, as the appellant contends, or failed to do so consistently, as the program manager testified, we find that this provides no basis for disturbing the administrative judge’s finding that the agency proved this charge. In support of her determination that the appellant was not credible, the administrative judge observed that, after his initial interview with the SA on November 8, 2017, the appellant changed his version of events on the following three points: (1) whether he had the medical note with him when he left the clinic after the procedure; (2) whether the receptionist left his sight before giving him the note; and (3) why he asked for the note. ID at 12-13. Regarding the first point, as previously noted, the appellant initially stated that he forgot the doctor’s note when he left the clinic and returned to the clinic to obtain it. IAF, Tab 7 at 94. After the polygraph detected deception when he denied having falsified a medical note, the appellant revised his version of events, stating that he left the clinic with the note, altered the note after he arrived home to indicate that he was authorized to be off work until July 7, 2017, tore up the note, and returned to the clinic to obtain a new note. Id. at 110. On review, the appellant reiterates the explanation for this apparent inconsistency that he presented in his prehearing submission. PFR File, Tab 1 at 10; IAF, Tab 27 at 10. The appellant asserts that, during his first interview with the SA, he did not mention that he was given a medical note when he left the clinic following his July 5, 2017 appointment because he was focused on the facts surrounding the note that he submitted to the agency, not on the note that he did not provide to the agency. PFR File, Tab 1 at 10. This explanation is unpersuasive. The appellant did not merely fail to mention that he took a doctor’s note with him when he left the clinic following9 his appointment; he affirmatively stated that he left the office without a note. If we accept the appellant’s revised version of events as true, this statement was patently false. Moreover, his explanation for failing to mention that he had received a note until the polygraph detected deception (i.e., that he was focused on the note that he submitted to the agency) does not address why he initially stated that he left the clinic without a note. Given these circumstances, we agree with the administrative judge that the appellant’s inconsistent statements as to whether he left the clinic with a note detract from his credibility. ID at 12. As for the second point , the administrative judge found that, during his interviews with the SA and in his initial written statement dated November 8, 2017, the appellant did not claim that the receptionist left his view before providing him with the medical note. ID at 12; IAF, Tab 7 at 94, 110. Moreover, the administrative judge found, the appellant’s written statement suggested that the act of printing the note and handing it to him was seamless and uninterrupted. ID at 12; IAF, Tab 7 at 94-95, Tab 27 at 8. The administrative judge observed that, during the processing of this appeal, however, the appellant claimed that the receptionist left his view briefly, implying that she had an opportunity to retrieve a provider’s signature or sign the note outside of his presence. ID at 12 (citing HCD (testimony of the appellant)); IAF, Tab 27 at 8. In finding that the appellant’s failure to mention that the receptionist left the area before providing him with a doctor’s note detracted from his credibility, the administrative judge considered the appellant’s statement in his prehearing submission that he did not mention this information earlier because he did not realize that “how he obtained the doctor’s note was relevant.” ID at 12 (emphasis in the original); IAF, Tab 27 at 10. The administrative judge characterized this statement as “self-serving” and did not credit it, finding that the appellant made a point from the outset of explaining how he obtained the note. Id. In particular, the administrative judge noted that, in his November 8, 2017 written statement: (1) the appellant claimed that he went home from the clinic without a note and10 then returned to obtain the note as an “afterthought”; and (2) the appellant stated, “[The receptionist] just filled out the letter and gave it to me. I had no idea that the doctor did not sign the letter or that the young lady failed to document giving me the letter in the computer system.” ID at 12-13; IAF, Tab 7 at 94-95. On review, the appellant argues that the administrative judge erred by not crediting his statement, asserting that just because something is “self -serving” does not mean it is not true. PFR File, Tab 1 at 16. Although a statement that is self-serving is not necessarily untrue, that does not mean, as the appellant appears to suggest, that his statement was true. Moreover, while the Board has held that an appellant’s testimony should not be discredited solely on the basis that it is self-serving, Nicoletti v. Department of Justice , 60 M.S.P.R. 244, 249 (1993), the self-serving nature of the appellant’s statement was just one factor that the administrative judge considered in assessing the appellant’s credibility, and we discern no reason to disturb the administrative judge’s implied finding that the appellant failed to adequately explain why he did not mention the receptionist leaving his sight until the proceedings below. Turning to the third point, the administrative judge observed that the appellant initially stated that he decided to obtain a doctor’s note as an “afterthought,” but subsequently claimed in his December 15, 2017 written statement that he obtained the note because he wanted an extra day off work, as he was sore, physically and emotionally tired, and his supervisor was harassing him. ID at 13; IAF, Tab 7 at 94, 110. The administrative judge rejected as implausible the appellant’s argument in his prehearing submission that harassment was not the real reason he requested sick leave and he was merely noting his feelings in making the above statement. ID at 13; IAF, Tab 27 at 18. The administrative judge noted that the appellant reviewed his statement and initialed each paragraph in his statement, and she found that he cannot credibly claim that he did not understand what was written. ID at 13; IAF, Tab 7 at 110.11 On review, the appellant does not specifically challenge the administrative judge’s finding but, rather, reiterates the argument that the administrative judge rejected in the initial decision. Compare PFR File, Tab 1 at 20 with IAF, Tab 7 at 18. Thus, this argument amounts to mere disagreement with the administrative judge’s findings and, as such, it does not provide a basis for reversal. See Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 105-06 (1997) (stating that the Board will give due deference to the credibility findings of the administrative judge and will not grant a petition for review based on a party’s mere disagreement with those findings); Broughton v. Department of Health and Human Services , 33 M.S.P.R. 357, 359 (1987) (same). In assessing the appellant’s credibility, the administrative judge also properly found that the appellant’s undisputed untruthfulness in the past adversely affected his credibility in this case. ID at 13-14 (citing Carrick v. U.S. Postal Service, 67 M.S.P.R. 280, 283 (1995), aff’d, 69 F.3d 555 (Fed. Cir. 1995) (Table) (stating that, although prior misconduct may not be used to prove the charge at issue, impeachment evidence, which may include prior misconduct, can be used to determine the credibility of a witness)). As discussed in the initial decision, in 2013, the appellant called in sick shortly before a flight when he was not sick, and in 2016 he falsely denied smoking an e-cigarette on an airplane while on duty. ID at 6-7. The administrative judge also made specific demeanor findings to explain why she did not credit the appellant’s testimony that he did not commit the alleged misconduct. ID at 14. The administrative judge found that the appellant testified in a manner that was not confident or candid, and repeatedly clenched his hands during his testimony. Id. The administrative judge further found that the appellant failed to adequately explain obvious inconsistencies, and that his testimony was convoluted and not plausible. Id.; Hillen v. Department of the Army, 35 M.S.P.R. 453, 458 (1987).12 The Board must give due deference to an administrative judge’s credibility determinations when, as here, they are based on the observation of the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice, 288 F.3d 1288, 1301 (Fed. Cir. 2002). Sufficiently sound reasons for overturning an administrative judge’s demeanor-based credibility determinations include circumstances when the judge’s findings are incomplete, inconsistent with the weight of the evidence, and do not reflect the record as a whole. Faucher v. Department of the Air Force , 96 M.S.P.R. 203, ¶ 8 (2004). The appellant has not presented sound reasons for the Board to revisit the administrative judge’s credibility findings. Thus, we discern no reason to disturb the administrative judge’s findings in this regard. See Clay v. Department of the Army, 123 M.S.P.R. 245, ¶ 6 (2016) (finding no reason to disturb the administrative judge’s findings where she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on the issue of credibility). Accordingly, we find that the administrative judge properly sustained this charge. Lack of candor In support of the lack of candor charge, the agency alleged that, during his November 8, 2017 interview with the SA, the appellant was not forthcoming and candid when he stated that he had received a doctor’s note from the clinic for his visit on July 5, 2017. IAF, Tab 7 at 46. To prove a lack of candor charge, the agency must prove that an appellant was not fully forthcoming and candid as to all facts and information relevant to the matter at issue, whether or not such information was specifically elicited. See Ludlum v. Department of Justice , 278 F.3d 1280, 1284 (Fed. Cir. 2002). Lack of candor may involve a failure to disclose something that, in the circumstances, should have been disclosed to make a statement accurate and complete. Id. Although a lack of candor charge does not require an affirmative13 misrepresentation, it does involve an element of deception, and an agency alleging lack of candor must prove that the appellant knowingly gave incorrect or incomplete information. Fargnoli v. Department of Commerce , 123 M.S.P.R. 330, ¶¶ 16-17 (2016). Applying this standard, the administrative judge found that the appellant lacked candor by not identifying to the SA what type of note he actually received from the clinic. ID at 15. The administrative judge further found that this omission was deceptive because the reason the appellant omitted this information is that he did not want the SA to know he had altered the note and used it to excuse his absence from work on July 6. Id. Therefore, the administrative judge found, the agency proved this charge. Id. The appellant challenges this finding on review. PFR File, Tab 1 at 17-20, 24-25. He asserts that, to prove this charge, the agency must show that he attempted to deceive the agency by representing that he received a doctor’s note when he had not. Id. at 19, 25. The appellant argues, in essence, that the agency cannot prove this charge because he did, in fact, receive a note from the clinic. Id. at 25. This argument is unavailing. Although the appellant received a note from the clinic, the administrative judge found, and we agree, that the type of note he received was a seen-in-office note, not a time-off note. ID at 15. This distinction is significant because, unlike a time-off work note, a seen-in-office note was not sufficient to support the appellant’s absence from work on July 6. We also discern no reason to disturb the administrative judge’s finding that the appellant failed to inform the SA which type of doctor’s note he received so that the SA would not know that the appellant had received a seen-in-office note, rather than a time-off note. ID at 15. Accordingly, we find that the administrative judge correctly sustained this charge. 14 The administrative judge correctly found that removal is a reasonable penalty. The appellant also asserts on review that the penalty of removal is unreasonable; however, his only argument in support of this assertion is that the agency failed to prove the charges against him. PFR File, Tab 1 at 26-27. As discussed above, we find that the administrative judge correctly found that the agency proved its charges. Thus, the appellant’s argument provides no basis to disturb the removal penalty. In any event, we agree with the administrative judge that the agency properly considered the relevant factors set forth in Douglas v. Veterans Administration, 5 M.S.P.R. 280, 306 (1981),4 in determining the appropriate penalty and reasonably exercised its management discretion. ID at 20. Recognizing that the Board must accord proper deference to the agency’s primary discretion in managing its workforce, we see no reason to disturb the administrative judge’s finding that the penalty of removal does not clearly exceed the bounds of reasonableness in this case. Id.; see Douglas, 5 M.S.P.R. at 306 . 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 4 As aggravating factors, the deciding official considered the seriousness of the appellant’s misconduct, his status as a law enforcement officer, and his prior discipline, which consisted of a 7-day suspension in 2016 for failing to follow policy when he smoked an e-cigarette on a flight and a 1-day suspension in 2014 for missing his mission when he called in sick although he was not actually sick. Tab 7 at 10; Cantu v. Department of the Treasury , 88 M.S.P.R. 253 (2001) (holding that law enforcement officers are held to a higher standard of conduct); Cordeiro v. Department of the Navy , 8 M.S.P.R. 103 (1981) (holding that an agency may consider prior discipline in determining the appropriate penalty). As mitigating factors, the deciding official considered the appellant’s 25 years of Federal service, his positive performance ratings, and that he did not feel well on July 5. IAF, Tab 7 at 11. 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.15 review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 16 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 the17 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 of18 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. 19 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
Martin_JeremySF-0752-18-0738-I-1__Final_Order.pdf
2024-07-15
JEREMY MARTIN v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. SF-0752-18-0738-I-1, July 15, 2024
SF-0752-18-0738-I-1
NP
976
https://www.mspb.gov/decisions/nonprecedential/Abreu_Velez_Ana_M_AT-1221-23-0147-W-1__Remand_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ANA MARIA ABREU VELEZ, Appellant, v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, Agency.DOCKET NUMBER AT-1221-23-0147-W-1 DATE: July 15, 2024 THIS ORDER IS NONPRECEDENTIAL1 Ana Maria Abreu Velez , Atlanta, Georgia, pro se. DeAnna Arcement , Esquire, Atlanta, Georgia, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. REMAND ORDER ¶1The appellant has filed a petition for review of the initial decision, which dismissed her individual right of action (IRA) appeal for lack of jurisdiction. For the reasons discussed below, we GRANT the appellant’s petition for review, 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). VACATE the initial decision, and REMAND the case to the regional office for further adjudication in accordance with this Remand Order. BACKGROUND ¶2The appellant is a dermatologist who, since 2016, applied for approximately 60 positions at the Centers for Disease Control and Prevention (CDC), an agency within the Department of Health and Human Services (HHS), and has not been selected. Abreu Velez v. Department of Health and Human Services , MSPB Docket No. AT-3443-23-0033-I-1, Initial Appeal File (0033 IAF), Tab 22 at 18-19, 26-27. In January 2018, the appellant emailed the Office of Special Counsel (OSC) requesting an investigation into retaliation by the CDC for her exposure of “the biggest pharmaceutical scam in US and worldwide.” Id. at 7-8. In October 2022, having received no reply from OSC, she filed an IRA appeal with the Board. 0033 IAF, Tab 1. The instant appeal was docketed in January 2023 after the appellant submitted January 5, 2023 closure letters from OSC that indicated that she had made new allegations of protected disclosures that concerned another matter. 0033 IAF, Tab 25 at 8-10; Abreu Velez v. Department of Health and Human Services , MSPB Docket No. AT-1221-23-0147-W-1, Initial Appeal File (0147 IAF), Tabs 1-2. ¶3After docketing the instant appeal, the administrative judge ordered the appellant to submit argument and evidence concerning the Board’s IRA jurisdiction—specifically, a list of her protected disclosures, the dates she made them, the individuals to whom she made the disclosures, why her belief in the truth of the disclosures was reasonable, and the agency’s retaliatory actions, as well as evidence establishing that she exhausted her administrative remedy with OSC. 0147 IAF, Tab 3 at 7-8. The appellant responded timely by describing various matters about which she claimed to have made disclosures. 0147 IAF, Tab 4. The administrative judge issued a second order providing the appellant with a final opportunity to submit the requisite list. 0147 IAF, Tab 6 at 2. The2 appellant filed two additional responses, including a list of over 40 alleged disclosures. 0147 IAF, Tab 7 at 34-37, Tab 10. The agency responded with a motion to dismiss for lack of jurisdiction. 0147 IAF, Tab 11. ¶4Without holding a hearing, the administrative judge issued an initial decision in April 2023, considering the appellant’s two sets of claims made to OSC. 0147 IAF, Tab 14, Initial Decision (ID). He assumed, without deciding, that the appellant exhausted her administrative remedy with OSC. ID at 5. He determined that the appellant’s first set of claims of alleged disclosures, i.e., the “pharmaceutical scam,” concerned wrongdoing by non-Federal Government entities that did not implicate the government’s interests and good name. ID at 5-7. Thus, he determined that those alleged disclosures could not provide Board jurisdiction. Id. He determined that the appellant’s second set of claims concerned alleged disclosures that the CDC engaged in unsuitable hiring practices for positions for which the appellant applied and was not selected, but that the appellant did not articulate a plausible basis for a reasonable belief in the truth of those disclosures. ID at 8-9. Alternatively, he found that she failed to describe a plausible connection between her alleged disclosures and her nonselections. ID at 9-11. Thus, he dismissed her IRA appeal for lack of jurisdiction. ID at 11. ¶5The appellant has submitted a timely petition for review. Petition for Review (PFR) File, Tab 1. She argues that she had not been aware that her alleged protected disclosures must pertain to wrongdoing by the Federal Government, and she submits additional evidence. PFR File, Tab 1 at 13. The agency has responded in opposition to her petition for review.2 PFR File, Tab 3. 2 The appellant submitted over 600 pages of documents with her petition for review, PFR File, Tab 1, and after the close of the record on review, she filed a motion for leave to submit an additional pleading, PFR File, Tab 4. In its response to the petition for review, the agency argues that the evidence submitted by the appellant is duplicative, irrelevant, or should not be considered by the Board because it was available prior to the close of the record below. PFR File, Tab 3 at 6. The Board ordinarily will not consider evidence or argument submitted for the first time on review unless the party shows that it was unavailable when the record closed below, see 5 C.F.R. § 1201.115(d), but it has stated that it may consider newly submitted evidence if it3 DISCUSSION OF ARGUMENTS ON REVIEW ¶6Under 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). Edwards v. Department of Labor, 2022 MSPB 9, ¶ 8, aff’d, No. 2022-1967, 2023 WL 4398002 (Fed. Cir. July 7, 2023); Salerno v. Department of the Interior , 123 M.S.P.R. 230, ¶ 5 (2016). ¶7The Board’s regulation at 5 C.F.R. § 1201.4(s) defines a “nonfrivolous allegation” as “an assertion that, if proven, could establish the matter at issue” and specifies that an allegation generally will be considered nonfrivolous when, under oath or penalty of perjury, an individual makes an allegation that: (1) is more than conclusory; (2) is plausible on its face; and (3) is material to the legal issues in the appeal. Williams v. Department of Defense , 2023 MSPB 23, ¶ 8 n.2. For purposes of determining IRA jurisdiction, “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 individual alleged sufficient factual matter, accepted as true, to state a claim that is plausible on its implicates the Board’s jurisdiction and warrants an outcome different from that in the initial decision. Schoenig v. Department of Justice , 120 M.S.P.R. 318, ¶ 7 (2013). While we find that the appellant has established the Board’s jurisdiction even without the newly submitted argument and evidence, we nevertheless discuss some of the evidence herein; however, we deny the appellant’s motion for leave to submit additional argument and evidence on petition for review. On remand, the parties will have an opportunity to raise before the administrative judge further argument and evidence, including those that were not addressed on review. The administrative judge should consider the additional submissions to the extent they are relevant and it is otherwise appropriate to do so.4 face.” Id. (citing Hessami v. Merit Systems Protection Board , 979 F.3d 1362, 1369 (Fed. Cir. 2020)). 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. Salerno, 123 M.S.P.R. 230, ¶ 5. The appellant satisfied her obligation to exhaust before OSC her nonselections by the CDC. ¶8The administrative judge assumed without deciding that the appellant exhausted her claims before OSC. ID at 5. Because the Board has an obligation to determine whether it has jurisdiction over an appeal, we find it necessary to revisit this issue. See Parrish v. Merit Systems Protection Board , 485 F.3d 1359, 1362 (Fed. Cir. 2007). ¶9To 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 their allegations of whistleblower reprisal. Skarada v. Department of Veterans Affairs, 2022 MSPB 17, ¶ 7; Chambers v. Department of Homeland Security , 2022 MSPB 8, ¶ 10. Although the Board’s jurisdiction over an IRA appeal is limited to those issues that have been previously raised with OSC, an appellant may give a more detailed account of their whistleblowing activities before the Board than they did to OSC. Briley v. National Archives and Records Administration, 236 F.3d 1373, 1378 (Fed. Cir. 2001); Chambers, 2022 MSPB 8, ¶ 10. The appellant must prove exhaustion with OSC by preponderant evidence, not just present nonfrivolous allegations of exhaustion. 5 U.S.C. § 1214(a)(3); Chambers, 2022 MSPB 8, ¶ 11; 5 C.F.R. § 1201.57(c)(1). Allegations provided in Board forms that required attestation are sufficient to prove exhaustion if such allegations are unrebutted. See Chambers, 2022 MSPB 8, ¶ 11 n.7. ¶10Here, the appellant has submitted evidence proving exhaustion of some, but not all, of the claims she currently raises with the Board. In its January 5, 2023 closure letters, OSC summarized the appellant’s claims as alleging that the CDC continuously and unlawfully did not select her for employment in retaliation for5 whistleblowing and protected activity. 0147 IAF, Tab 1 at 8-9. The letter provided that she identified her protected activity as “the filing of numerous reports between 2016 until the present to several agency officials, regarding [her] non selection to numerous positions for which [she] applied.” Id. at 8. In her sworn Board pleadings, the appellant asserts that she also raised other matters with OSC. 0147 IAF, Tab 7 at 15-16. She submitted as evidence in the course of her initial Board appeal a completed OSC complaint in a modified format along with sworn allegations that she submitted this document to OSC. 0033 IAF, Tab 22 at 4, 8, 11, 13-37. ¶11Based on this document, we find that the appellant exhausted with OSC continuous and allegedly retaliatory nonselections by the CDC for the protected activity of complaining to the Office of Inspector General (OIG) of HHS. Id. at 25-26, 32-34. We also find that she exhausted retaliation by the CDC for protected disclosures including disclosures of a pharmaceutical scam involving the Federal Government, disclosures of whistleblower retaliation, and disclosures of other improper hiring practices by the CDC. Id. at 20-27. She set forth a nonexhaustive list of disclosures that included the dates of the disclosures, the individuals to whom she made the disclosures, and how she made them, e.g., via FedEx or email. Id. at 29-37. Such information provided OSC with a sufficient basis to pursue their investigation into the allegedly retaliatory personnel actions by the CDC. See Chambers, 2022 MSPB 8, ¶ 10. As the appellant may give a more detailed account of her whistleblowing activities before the Board, we may consider all communications that the appellant has alleged in her Board pleadings that stem from these core claims in assessing the remaining jurisdictional requirements. 0147 IAF, Tab 7 at 34-37; see Briley, 236 F.3d at 1378. ¶12We note that not all of the appellant’s allegations before the Board were exhausted with OSC. For the first time on review, the appellant submits new argument and evidence that individuals at the Food and Drug Administration (FDA) retaliated against her for several disclosures made to the Commissioner,6 Principal Deputy Commissioner, and Director of the Advisory Committee Oversight and Management Staff in late 2022 concerning improper waivers of conflicts of interest of FDA advisory committee members and reviewers. PFR File, Tab 1 at 43, 49-50, 62-67. Notably, she submits an email from the Director stating that, based on her “inflammatory remarks . . . regarding FDA’s advisory committees and reviewers,” he determined that she would “not be a good fit” for the advisory committees” and “initiated a hold on [her] application, resulted in the automated rejection letters being sent.” Id. at 43. Because the appellant did not raise with OSC claims of retaliation by the FDA for these disclosures, we find that she has not established the Board’s IRA jurisdiction over her nonselections to advisory committee positions with the FDA.3 0033 IAF, Tab 22 at 13-37; 0147 IAF, Tab 7 at 15-16. The appellant has made nonfrivolous allegations that she made protected disclosures and engaged in protected activity. ¶13A protected disclosure is one which the individual “reasonably believes evidences: (i) any violation of any law, rule, or regulation, or (ii) gross mismanagement, a gross waste of funds, an abuse of authority, or a substantial and specific danger to public health or safety.” 5 U.S.C. § 2302(b)(8). The proper test for determining whether an individual had a reasonable belief that a disclosure was protected is whether a disinterested observer with knowledge of the essential facts known to and readily ascertainable by her could reasonably conclude that: (1) the alleged wrongdoing occurred; and (2) the alleged wrongdoing evidences one of the categories identified in 5 U.S.C. § 2302(b)(8). 3 If the appellant has filed or intends to file an OSC complaint regarding her nonselections for advisory committee positions with the FDA, she may file a new IRA appeal regarding such a claim. Such an appeal must be filed consistent with law and the Board’s regulations. Under 5 U.S.C. § 1214(a)(3), an appellant may file an IRA appeal with the Board once OSC closes its investigation into her complaint and no more than 60 days have elapsed since notification of the closure was provided to her or 120 days have elapsed since she sought corrective action from OSC and she has not been notified by OSC that it shall seek corrective action on her behalf. Cooper v. Department of Veterans Affairs, 2023 MSPB 24, ¶ 7 n.2.7 Shannon v. Department of Veterans Affairs , 121 M.S.P.R. 221, ¶ 28 (2014). The test for protected status is not the truth of the matter disclosed but whether it was reasonably believed. Id. ¶14The administrative judge found that the appellant’s numerous alleged disclosures of a “pharmaceutical scam” were not protected because they did not concern wrongdoing by the Federal Government. ID at 6-8. He reasoned that the appellant described the Federal Government as the victim of the illegal acts of non-Federal Government entities, including Gilead Sciences, Inc. (a biopharmaceutical company), Emory University, and University System of Georgia, rather than a participant in the alleged wrongdoing. ID at 7. The administrative judge further found that the Federal Government’s interests and good name were not implicated in the alleged wrongdoing. ID at 6-7. We disagree with these conclusions. ¶15The Board has held that a disclosure of wrongdoing committed by a non-Federal Government entity may be protected only when the Government’s interests and good name are implicated in the alleged wrongdoing. Covington v. Department of the Interior , 2023 MSPB 5, ¶¶ 16, 20. The appellant allegedly disclosed that these non-Federal Government entities, which she has called “the cartel,” violated several laws in the process of obtaining new drug approvals and patents for old, generic human immunodeficiency virus (HIV) and hepatitis drugs, gaining lucrative monopolies on these drugs for a period of time. 0033 IAF, Tab 22 at 20-25; 0147 IAF, Tab 4 at 8-12, Tab 7 at 5-9, 43-51. She also allegedly disclosed that the Federal Government wasted trillions of dollars in payments through Medicare and Medicaid and the Department of Veterans Affairs for these drugs—compared to the millions it would have paid on the generic drugs—and that the unaffordability of these drugs harmed public health and safety. 0147 IAF, Tab 7 at 5, 47. We find that these disclosures implicate the interests and good name of agencies within HHS, particularly the FDA, which is responsible for evaluating and approving new drugs for American consumers.8 See 21 C.F.R. part 314; see also FDA, Development & Approval Process, Drugs, https://www.fda.gov/drugs/development-approval-process-drugs (last visited July 10, 2024) (describing its Center for Drug Evaluation and Research as “the main consumer watchdog” of the pharmaceutical system); cf. Covington, 2023 MSPB 5, ¶ 25 (finding that an Indian tribe’s alleged conflict of interests concerning timber sales implicated the agency’s reputation in its oversight of Indian resources and land). In fact, the appellant has expressly alleged that the FDA failed in its regulatory obligations in approving these drugs and claimed such in at least one of her alleged disclosures. See, e.g., 0147 IAF, Tab 7 at 23; see also 0033 IAF, Tab 22 at 25; PFR File, Tab 1 at 16, 20, 22, 30. ¶16We further find that the appellant has nonfrivolously alleged a reasonable belief in the truth that wrongdoing occurred and that it evidences a category of wrongdoing under section 2302(b)(8). Shannon, 121 M.S.P.R. 221, ¶ 28. The appellant has argued that she can prove that the cartel illegally acquired drug approvals and patents through a comparison of New Drug Applications (NDAs) submitted to the FDA, which are allegedly in her possession, and she has provided some medical explanation for how the differences in the new drugs from the old, generic drugs have no significance in terms of effectiveness. 0033 IAF, Tab 22 at 23-25; 0147 IAF, Tab 7 at 5-9, 13. She has also pointed to other alleged deficiencies in the NDAs that made the FDA’s approval of the new drugs improper. See, e.g., PFR File, Tab 1 at 22. She has submitted some evidence of Federal Government spending on these medications, which she appears to have obtained through Freedom of Information Act (FOIA) requests. See, e.g., id. at 216-39. Considering the appellant’s education and experience in the field of clinical trials compliance and research, see id. at 412-13, we find that the appellant has made nonfrivolous allegations as to the reasonableness of her belief that the approval/patenting of these drugs and the Federal Government’s subsequent purchases of these medications through its programs violated rules or laws and/or constituted gross mismanagement and gross waste of funds,9 0033 IAF, Tab 22 at 20-25; 0147 IAF, Tab 7 at 5-9; see, e.g., Kalil v. Department of Agriculture, 96 M.S.P.R. 77, ¶ 16 (2004) (discussing various cases in which the Board has considered an individual’s background or education in determining whether they had a reasonable belief that a category of wrongdoing occurred). Moreover, any doubt or ambiguity as to whether the appellant has made a nonfrivolous allegation of a reasonable belief should be resolved in favor of affording the appellant a hearing. Huffman v. Office of Personnel Management , 92 M.S.P.R. 429, ¶ 13 (2002). Thus, we find that she has made nonfrivolous allegations of protected disclosures.4 0147 IAF, Tab 7 at 10-13. ¶17We also find that the appellant nonfrivolously alleged that she engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C). 0147 IAF, Tab 4 at 12, 18, Tab 7 at 11-12; 0033 IAF, Tab 22 at 40. Under 5 U.S.C. § 2302(b)(9)(C), any disclosure of information to OIG or OSC is protected regardless of its content as long as such disclosure is made in accordance with applicable provisions of law. Fisher v. Department of the Interior , 2023 MSPB 11, ¶ 8.5 In her OSC complaint and Board pleadings, she lists emails from HHS OIG with subject lines such as, “Confirmation Receipt for Healthcare Fraud” and “Confirmation Receipt for Other Complaint,” sent on November 28, 2020; September 5, 2021; November 3, 2021; and October 14, 2022. 0033 IAF, Tab 22 at 29-33; 0147 IAF, Tab 7 at 11-12.6 Such is sufficient to find that the appellant made nonfrivolous 4 The appellant also allegedly disclosed that several employees of HHS accepted bribes from the cartel and that several top-level executives held conflicts of interest with the cartel. See, e.g., 0033 IAF, Tab 22 at 21-22; 0147 IAF, Tab 4 at 10, Tab 7 at 5-10, 13-14, 19-23, 53-56, Tab 10 at 5-6, 9. We need not determine whether the appellant has made nonfrivolous allegations of a reasonable belief in the truth of each and every matter disclosed in a communication. See generally Skarada , 2022 MSPB 17, ¶ 13 (the Board has jurisdiction if the appellant makes a nonfrivolous allegation that she made at least one protected disclosure that was a contributing factor in at least one personnel action). 5 However, the nature of the disclosure may be relevant at the merits stage, when an appellant must prove contributing factor. Fisher, 2023 MSPB 11, ¶ 8 n.1. 6 The appellant submits some evidence on review of her protected activity, including her October 14, 2022 complaint to HHS OIG and OIG’s response referring her to OSC.10 allegations that she made disclosures in accordance with OIG’s complaint processes and thus engaged in protected activity under 5 U.S.C. § 2302(b)(9)(C). ¶18Finally, we find that the appellant nonfrivolously alleged protected disclosures of whistleblower retaliation based on the above. The appellant has alleged that she complained to various HHS employees and executives that the CDC was continuing to retaliate against her for her protected whistleblower disclosures or activities, which allegedly contributed to her continued nonselections for positions with the CDC. See, e.g., 0147 IAF, Tab 7 at 19-21, 25-26, 68-69; PFR File, Tab 1 at 105-08. She has explained that the repeated rejections of her applications, including for erroneous reasons such as not meeting basic eligibility requirements like citizenship or education, led her to believe that she had been blacklisted from all CDC jobs since 2016. 0147 IAF, Tab 7 at 14; see also PFR File, Tab 1 at 21, 27, 33-36, 79, 81, 109 -11, 505. Consistent with our other findings, we find that the appellant has made nonfrivolous allegations as to the reasonableness of her belief in the matter disclosed when she complained of whistleblower retaliation. The appellant has nonfrivolously alleged that at least one protected disclosure or activity was a contributing factor in at least one personnel action. ¶19The appellant has listed numerous vacancies at the CDC from 2016 through 2022 for which she applied but was not selected. 0147 IAF, Tab 4 at 20-24. She alleges that she has been blacklisted from all positions with the CDC, which has been effectuated either through software automatically rejecting her applications or the individual actions of Human Resources Office (HRO) employees. PFR File, Tab 1 at 21, 33-36, 81, 109, 505. She accuses the Chief Operating Officer of the CDC, who oversees the HR department, among others, of being a leader of this retaliatory plot. 0033 IAF, Tab 22 at 25; 0147 IAF, Tab 10 at 7; PFR File, Tab 1 at 105. The administrative judge, addressing the appellant’s alleged whistleblower disclosures and activities en masse, found that she failed to See, e.g., PFR File, Tab 1 at 308-13, 332-38.11 describe a plausible connection between her alleged disclosures and activities and her nonselections. ID at 9-11. He reasoned that she failed to allege any facts that could show that agency officials involved in her hiring determinations had knowledge of her alleged disclosures or activities. ID at 10. He further found that the “chain of events” she described was “both conclusory and implausible.” Id. ¶20We generally agree that some aspects of the alleged blacklisting plot, as well as its scale, seem implausible.7 However, we do not agree with the administrative judge’s conclusions because we find that the appellant has made nonfrivolous allegations that at least one of her nonselections8 was taken in reprisal for at least one alleged protected disclosure or activity. See Skarada, 2022 MSPB 17, ¶ 13. To satisfy the contributing factor criterion at the jurisdictional stage, an appellant need only raise a nonfrivolous allegation that the fact or content of a protected disclosure was one factor that tended to affect a personnel action in any way. Abernathy v. Department of the Army , 2022 MSPB 37, ¶ 15. One way to establish contributing factor for jurisdictional purposes is circumstantial evidence, such as the acting official’s knowledge of the protected activity and the timing of the personnel actions. Carney v. Department of Veterans Affairs , 121 M.S.P.R. 446, ¶ 7 (2014). An appellant’s nonfrivolous allegation that the official taking the personnel action knew of the protected activity and that the personnel action occurred within a period of time such that a reasonable person could conclude that the activity was a contributing factor in the personnel action is sufficient to meet the knowledge/timing test and to satisfy the appellant’s burden to make a nonfrivolous allegation of a contributing factor. Id. 7 For example, at times, the appellant has alleged that the cartel bribed Human Resources employees tasked with reviewing her applications. 0033 IAF, Tab 22 at 26; 0147 IAF, Tab 7 at 25, 152-53; PFR File, Tab 1 at 33-35. 8 A nonselection, including an agency’s failure to refer an applicant to the selecting official, is a personnel action under the WPEA. 5 U.S.C. § 2302(a)(2)(A); Abernathy v. Department of the Army , 2022 MSPB 37, ¶ 14. 12 The Board has held that personnel actions occurring within 1 to 2 years of the protected disclosure or activity are sufficient to meet the timing prong of the knowledge/timing test. Abernathy, 2022 MSPB 37, ¶ 15. ¶21In finding that the appellant failed to make nonfrivolous allegations of the knowledge prong of the knowledge/test, the administrative judge reasoned that Federal agencies are enormous institutions, so “emails to individuals like the director of the agency do not show that specific employees involved with day-to-day hiring for the various positions she applied for knew about her disclosures.” ID at 9 n.9. We do not think it implausible that individuals in positions such as Chief Operating Officer for the CDC, to whom the appellant has allegedly made numerous disclosures, would communicate to lower-level HRO employees that she should not be referred for Deputy Director positions, for example. See 0033 IAF, Tab 22 at 25, 34-35; 0147 IAF, Tab 7 at 11, 21-22, 64-65. Moreover, the appellant has submitted argument and evidence suggesting that lower-level HRO employees involved in processing her applications knew of her status as a whistleblower: she has submitted several emails to CDC HRO email addresses and/or HRO/Customer Support helpdesk tickets asserting her status as a whistleblower and alleging retaliation. See, e.g., 0147 IAF, Tab 7 at 17, 57-58, 221, 225; see also PFR File, Tab 1 at 297-300, 307. Based on such, we conclude that the appellant has made nonfrivolous allegations that individuals involved in her nonselections had knowledge of the fact or content of her whistleblower disclosures or activities. The appellant’s allegations of nonselections for CDC positions within 1-2 years after these disclosures satisfies the timing prong at the jurisdictional stage. 0147 IAF, Tab 4 at 20-24. ¶22Accordingly, we find that the appellant has nonfrivolously alleged that she made at least one protected disclosure that was a contributing factor in at least one covered personnel action. See Skarada, 2022 MSPB 17, ¶ 13. Thus, we find that she has established jurisdiction over this IRA appeal and is entitled to a hearing on the merits. Salerno, 123 M.S.P.R. 230, ¶ 5; 5 C.F.R. § 1201.57(c)(4).13 On remand, the administrative judge may adjudicate the merits of this appeal in the order he deems most efficient, and our conclusion that the appellant has presented nonfrivolous allegations regarding the existence of protected disclosures, a personnel action, and causation in no way disposes of the merits of those issues. See Kalil, 96 M.S.P.R. 77, ¶ 18 (2003). ORDER ¶23For 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.14
Abreu_Velez_Ana_M_AT-1221-23-0147-W-1__Remand_Order.pdf
2024-07-15
ANA MARIA ABREU VELEZ v. DEPARTMENT OF HEALTH AND HUMAN SERVICES, MSPB Docket No. AT-1221-23-0147-W-1, July 15, 2024
AT-1221-23-0147-W-1
NP
977
https://www.mspb.gov/decisions/nonprecedential/Hays III_Russell_D_SF-0752-19-0213-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RUSSELL D. HAYS, III, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER SF-0752-19-0213-I-1 DATE: July 15, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Steven T. Haug , Meridian, Idaho, for the appellant. Marcus Alonzo Mitchell , Albuquerque, New Mexico, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his alleged involuntary retirement appeal for lack of jurisdiction. On petition for review, the appellant argues that the agency’s decision to reassign him was a violation of merit system principles, the agency manipulated 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). discovery process, the administrative judge relied on a document not in the record, and the administrative judge was biased against him. Petition for Review (PFR) File, Tab 1 at 4-6. He further reiterates his arguments below that his retirement was based on misinformation and coercion. Id. at 4-5. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On review, the appellant argues that the reassignment was a violation of merit system principles because it “opens doors to discrimination and bias.” PFR File, Tab 1 at 4. He did not raise this claim below, and thus it was not addressed by the administrative judge. In any event, the Board lacks jurisdiction over a claim that an agency violated merit systems principles absent an otherwise appealable action. Solamon v. Department of Commerce , 119 M.S.P.R. 1, ¶ 14 (2012); PFR File, Tab 1 at 4. Because we agree with the administrative judge that the appellant failed to establish jurisdiction over his alleged involuntary retirement, we are without jurisdiction to address this claim. The appellant claims on review that the agency manipulated the discovery process by inadequately responding to his request for the documentation relied2 upon in the decision to reassign him. PFR File, Tab 1 at 4. We decline to consider this argument because the appellant did not file a motion to compel a response to this request below. 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). He further claims that both the agency and the administrative judge improperly cited to and relied upon a document not in the record.2 The administrative judge did not cite to this document but, rather, found that the appellant’s supervisor testified credibly about the rationale behind the appellant’s reassignment, which was based in part on the contents of the document.3 IAF, Tab 29, Initial Decision at 8. The appellant’s challenge to the inclusion of such testimonial information is not properly preserved for Board review. See Hill v. Department of Health & Human Services, 28 M.S.P.R. 91, 92 -93 (1985) (finding that an appellant’s failure to object to the introduction of evidence at the hearing precluded her from raising it on review). This finding is further bolstered by the fact that the appellant was well-aware of the document and its contents at the time he retired. IAF, Tab 21 at 10, Tab 27, Hearing Compact Disc, Track 1 at 50:43 (testimony of the appellant), Track 2 at 3:47 (testimony of the appellant’s supervisor). Finally, the appellant alleges that the administrative judge was biased against him. PFR File, Tab 1 at 5-6. As evidence of bias, he asserts that the administrative judge held the hearing at the same location as the agency while the appellant participated via video teleconference, and the administrative judge exhibited friendliness with the agency that made him feel like an outsider. Id. Specifically, the administrative judge allegedly discussed that she wanted to 2 The agency submitted the document in question after the pre-hearing submissions were due. IAF, Tab 23. The appellant objected to its inclusion in the record, and the administrative judge sustained his objection. IAF, Tab 24, Tab 26 at 2. 3 The document in question was a work environment assessment of a unit that the appellant managed, the Lassen National Forest. IAF, Tab 23. The appellant’s supervisor further testified that he personally visited the forest to get a firsthand account of how the staff felt about the appellant’s leadership. IAF, Tab 27, Hearing Compact Disc, Track 2 at 3:55 (testimony of the appellant’s supervisor).3 conclude the appellant’s testimony and end the hearing prior to lunch, and sought advice regarding where to eat. Id. at 6. A party alleging bias by an administrative judge must overcome the presumption of honesty and integrity accompanying administrative adjudicators. Scoggins v. Department of the Army , 123 M.S.P.R. 592, ¶ 19 (2016). An administrative judge’s conduct during the course of a Board proceeding warrants a new adjudication only if her comments or actions evidence a deep-seated favoritism or antagonism that would make fair judgment impossible. Id. Here, the administrative judge made arrangements for the appellant to participate via video conference because he had relocated to Boise, Idaho. IAF, Tab 15 at 3. The administrative judge provided the parties with an opportunity to object to her order in which she discussed these arrangements. Id. at 3-4. Although the appellant expressed concerns regarding portions of the order, he did not raise a concern about the video conference arrangement. IAF, Tab 16. As such, the appellant has failed to demonstrate any actions or conduct by the administrative judge which would overcome the presumption of her honesty and integrity. The alleged “friendly” conversations between the administrative judge and the agency’s representative regarding when to break for lunch and local dining options do not evidence a deep-seated favoritism or antagonism. PFR File, Tab 1 at 6; see Scoggins, 123 M.S.P.R. 592, ¶ 19. The appellant further asserts that the administrative judge’s decision not to impose sanctions against the agency for violating her own order shows bias for the agency and against him. PFR File, Tab 1 at 5-6 . The Board will not ordinarily disturb an administrative judge’s determination as to whether to impose a sanction unless it is shown that she abused her discretion or that her erroneous ruling adversely affected a party’s rights. Simon v. Department of Commerce , 111 M.S.P.R. 381, ¶ 11 (2009). Here, the appellant filed a motion for sanctions, asserting that the agency failed to have an official with settlement authority readily available during the status conference, in violation of the administrative4 judge’s order. IAF, Tab 14 at 2, Tab 16 at 4. The administrative judge denied the motion as it failed to serve the ends of justice. IAF, Tab 17 at 1. The appellant has provided no information that the administrative judge abused her discretion in declining to impose sanctions, and thus has failed to demonstrate that she was biased against him. 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). 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 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.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 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 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
Hays III_Russell_D_SF-0752-19-0213-I-1__Final_Order.pdf
2024-07-15
null
SF-0752-19-0213-I-1
NP
978
https://www.mspb.gov/decisions/nonprecedential/Wen_AiminAT-315H-20-0350-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD AIMIN WEN, Appellant, v. DEPARTMENT OF AGRICULTURE, Agency.DOCKET NUMBER AT-315H-20-0350-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Aimin Wen , Warner Robins, Georgia, pro se. Lauren M. Goodall , Beltsville, Maryland, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her probationary termination appeal for lack of jurisdiction. On petition for review, the appellant reasserts her claim from below that her termination was motivated by discrimination on the basis of her marital status, 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). restates her challenge to the underlying basis for her termination, and argues that she was discriminated against on the basis of her age and national origin. Petition for Review (PFR) File, Tab 1 at 3-4. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The administrative judge correctly found that the appellant failed to nonfrivolously allege that, as an individual serving in her probationary period, she was an “employee” with Board appeal rights under chapter 75, as defined by 5 U.S.C. § 7511(a)(1)(A). Initial Appeal File (IAF), Tab 7, Initial Decision (ID) at 4. He also correctly found that the appellant failed to nonfrivolously allege Board jurisdiction over her probationary termination appeal under the relevant regulatory provisions set forth in 5 C.F.R. §§ 315.805-806. Id. Although the appellant reiterates her claim on review that her termination was the result of discrimination based on her marital status, PFR File, Tab 1 at 3, thereby potentially invoking jurisdiction under 5 C.F.R. § 315.806(b), we agree with the administrative judge that her bare assertion of discrimination on that basis is insufficient to rise to the level of a nonfrivolous allegation of jurisdiction, ID at 4. 2 Regarding the appellant’s argument on review concerning discrimination on the basis of age and national origin, PFR File, Tab 1 at 3, she did not raise these arguments below, IAF, Tabs 1, 5. 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 that was not previously available despite the party’s due diligence. Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 6 (2016). The appellant has not asserted that these allegations are based on new and material evidence, nor has she explained why she could not raise them below. PFR File, Tab 1 at 3. Even if the appellant had raised this argument below, however, the Board nonetheless cannot consider these claims absent jurisdiction over an otherwise appealable action.2 See Penna v. U.S. Postal Service , 118 M.S.P.R. 355, ¶ 13 (2012) (stating that, absent an otherwise appealable action, the Board lacked jurisdiction to consider the appellant’s claims of discrimination on the bases of his disability and age). Additionally, the appellant submits with her petition for review a performance appraisal, a performance plan narrative, and a document evidencing a performance award. PFR File, Tab 1 at 5-9. These documents do not appear to have been submitted into the record below. IAF, Tabs 1, 5. Generally, the Board will not consider evidence submitted for the first time with a petition for review absent a showing that it was unavailable before the record closed before the administrative judge despite the party’s due diligence. See Avansino v. U.S. Postal Service, 3 M.S.P.R. 211, 213-14 (1980). Here, the documents are dated, at the latest, October 2019. PFR File, Tab 1 at 5-9. The appellant did not file her initial appeal until March 6, 2020. IAF, Tab 1. Thus, the documents submitted on review were available below before the record closed, and the appellant has 2 Similarly, the appellant continues to argue the merits of her probationary termination on review. PFR File, Tab 1 at 3-4. The Board has held that the appellant’s arguments concerning the merits of her appeal were not relevant to the question of jurisdiction, see Sapla v. Department of the Navy , 118 M.S.P.R. 551, ¶ 7 (2012), and thus, these claims are not relevant to our review. 3 not explained why she was unable to submit them then. PFR File, Tab 1 at 3-4. Moreover, she has not explained how any of the documents are of sufficient weight to warrant an outcome different than that of the initial decision, and thus, they do not provide a basis to grant the petition for review. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (stating 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). 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. 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 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,5 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 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.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 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
Wen_AiminAT-315H-20-0350-I-1__Final_Order.pdf
2024-07-12
AIMIN WEN v. DEPARTMENT OF AGRICULTURE, MSPB Docket No. AT-315H-20-0350-I-1, July 12, 2024
AT-315H-20-0350-I-1
NP
979
https://www.mspb.gov/decisions/nonprecedential/England_Tracy_D_DC-0752-18-0464-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TRACY DEWAYNE ENGLAND, Appellant, v. DEPARTMENT OF DEFENSE, Agency.DOCKET NUMBER DC-0752-18-0464-I-2 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Dionna Maria Lewis , Esquire, Washington, D.C., for the appellant. Richard Saviet , Esquire, and Troy Richard Holroyd , Esquire, Fort Belvoir, Virginia, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which sustained his removal for a positive drug test. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED in paragraph 11 below regarding the appellant’s claim of inadvertent ingestion and paragraph 13 below regarding the appellant’s claim of retaliation for equal employment opportunity (EEO) activity, we AFFIRM the initial decision. BACKGROUND ¶2The appellant was a GS-12 Inventory Management Specialist for the agency. England v. Department of Defense , MSPB Docket No. DC-0752-18- 0464-I-1, Initial Appeal File (IAF), Tab 10 at 21. Inventory Management Specialist is a “testing designated position,” meaning that incumbents are required to undergo periodic unannounced urinalysis to screen for illegal drug use. IAF, Tab 11 at 42. ¶3In August 2017, the appellant tested positive for marijuana in a random drug test. Id. at 48. He served a 15-day suspension for that offense in December 2017 and completed an agency-recommended drug treatment program.2 Id. at 44-48. The agency notified the appellant that he would be subject to follow-up drug testing throughout 2018 and that failure to pass any drug test 2 The appellant appealed that suspension to the Board. The administrative judge issued an initial decision sustaining the suspension, and the appellant did not petition for review. England v. Department of Defense , MSPB Docket No. DC-0752-18-0242-I-3.2 during that period would result in a proposed removal. Id. at 48. These events were not long in coming. ¶4On January 30, 2018, the appellant produced a urine sample that tested positive for cocaine. IAF, Tab 11 at 49-51, Tab 15 at 5-8. When notified of the results, the appellant responded that he had not used cocaine. Rather, he attributed the results to his consumption of Delisse brand cocoa tea, which he claimed had been given to him by a friend to relieve his cold and flu symptoms. IAF, Tab 15 at 9-12. Nevertheless, the agency proposed the appellant’s removal based on a charge of “Illegal Drug Use – Second Offense.” Id. at 17-19. The appellant responded, again claiming that he tested positive because he had consumed Delisse tea. Id. at 20-21. The deciding official issued a decision removing the appellant effective April 20, 2018. IAF, Tab 10 at 21, Tab 18 at 28-31. ¶5The appellant filed the instant Board appeal, raising affirmative defenses of race discrimination, sex discrimination, harmful procedural error, retaliation for EEO activity, and retaliation for filing a prior Board appeal of his suspension. IAF, Tab 1, Tab 37 at 3-4. After a hearing, the administrative judge issued an initial decision sustaining the removal. England v. Department of Defense , MSPB Docket No. DC-0752-18-0464-I-2, Appeal File, Tab 8, Initial Decision (ID). He found that the charge was essentially undisputed, and he did not credit the appellant’s testimony that the positive test results were due to the consumption of Delisse tea. ID at 7-12. The administrative judge further found that the appellant failed to prove his affirmative defenses. ID at 12-14. ¶6The appellant has filed a petition for review, disputing the administrative judge’s findings on the penalty and his affirmative defenses. Petition for Review (PFR) File, Tab 3. The agency has filed a response. PFR File, Tab 6.3 ANALYSIS ¶7In an appeal of a removal 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); see 5 U.S.C. § 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 removal may not be sustained if the appellant shows that it was the product of harmful procedural error or was based on a prohibited personnel practice described in 5 U.S.C. § 2302(b). 5 U.S.C § 7701(c)(2)(A)-(B); 5 C.F.R. § 1201.56(b)(2)(i)(C), (c) (1)-(2). ¶8In this case, the administrative judge found that the agency proved its charge of “Illegal Drug Use – Second Offense.” ID at 7. The appellant does not challenge this finding on review, and for the reasons explained in the initial decision, we agree with the administrative judge. Likewise, the appellant does not challenge the administrative judge’s finding on nexus, and for the reasons explained in the initial decision, we agree with the administrative judge that the agency met its burden on that issue as well. ID at 8. ¶9The appellant does, however, challenge the administrative judge’s finding on the issue of penalty, particularly with regard to his claim that his consumption of cocaine was unintentional. PFR File, Tab 3 at 13-14, 16; ID at 8-12. An appellant who attributes a positive drug test to accidental ingestion bears the burden of coming forward with sufficient evidence to support his assertion. Hansen v. Department of Homeland Security , 911 F.3d 1362, 1368 (Fed. Cir. 2018). The administrative judge declined to credit the appellant’s claim for two reasons. First, he noted that the appellant had also claimed accidental ingestion in his suspension appeal, and he found it inherently unlikely that the appellant4 “would have inadvertently tested positive for illegal drug use, for two different drugs, on two separate occasions within a 5-month period.” ID at 9-19. Second, he found that the appellant’s only source of corroboration was the testimony of his wife and that this testimony varied significantly from the chronology of events documented elsewhere in the record. ID at 9, 11-12. Specifically, he found that the appellant’s wife testified that it took him 2 weeks to realize that the Delisse tea was the source of the positive test results whereas the written record showed that the appellant proffered this explanation the same day that he received the results. ID at 11-12. ¶10On petition for review, the appellant acknowledges that the administrative judge “expressed concerns regarding the chronology of events” proffered by his wife, but he argues that the administrative judge failed to consider that his wife was recovering from major surgery on the day of the hearing. PFR File, Tab 3 at 13-14. To the extent that the appellant is arguing that his wife was having difficulty recalling events at the hearing, we are unpersuaded. We have reviewed the testimony at issue and find nothing in it to suggest that the appellant’s wife was having difficulty recalling details. Hearing Compact Disc at 50:10 (testimony of the appellant’s wife). Rather, the discrepancy is between the detailed accounting in that testimony and the documentary evidence, as the administrative judge accurately described. ID at 11-12. The appellant also argues that administrative judge failed to consider his wife’s medical condition, the fact that he was her caregiver, and the recent death of his father. To the extent that the appellant is arguing that these circumstances themselves constitute mitigating factors for cocaine use, this would seem to be at odds with his claim of accidental ingestion. Difficult personal circumstances can constitute mitigating factors, but only if there is a reasoned explanation connecting those circumstances with the charged misconduct. Wynne v. Department of Veterans Affairs , 75 M.S.P.R. 127, 136 (1997); Barry v. Department of the Treasury , 71 M.S.P.R. 283, 287 (1996). To the extent that the appellant is asserting that these5 circumstances put him in the “mindset to live a healthy lifestyle” and consume various herbal products that resulted in positive drug tests, we find that this connection is tenuous at best, and we remain unconvinced of the appellant’s explanation.3 PFR File, Tab 3 at 14. ¶11To the extent that the administrative judge found that corroborating evidence is absolutely required to show accidental ingestion, we modify the initial decision. ID at 10, 12. The administrative judge observed that the Board has accepted claims of accidental ingestion when corroborating evidence was present, Torres v. Department of Justice , 343 F. App’x 610, 613 (Fed. Cir. 2009); McNeil v. Department of Justice , 117 M.S.P.R. 533, ¶¶ 9-11 (2012); Johnson v. Department of the Air Force , MSPB Docket No. DE-0752-14-0091-I-2, Final Order, ¶¶ 5, 8-11 (Apr. 2, 2015), and rejected such claims when corroborating evidence was absent, Hansen, 911 F.3d at 1367-69; ID at 12. The administrative judge’s assessment of the existing case law was accurate, but we do not endorse a generalization of that case law to find that corroboration must be present in every circumstance. We hold open the possibility that, under the facts of some future case, an appellant’s credible testimony alone may suffice to support a claim of accidental ingestion. Nevertheless, even absent a per se corroboration requirement, “the contradiction of the witness’s version of events by other evidence or its consistency with other evidence” remains a valid credibility factor in all cases. Hillen v. Department of the Army , 35 M.S.P.R. 453, 458 (1987). In other words, it is appropriate for an administrative judge to consider corroborating evidence or lack thereof as part of his overall credibility assessment under a totality of the circumstances approach. In this case, the credibility of the appellant’s accidental ingestion claim was undercut not merely by his failure to 3 The appellant states that the agency’s medical review officer confirmed that the results of the drug test were due to accidental ingestion. PFR File, Tab 3 at 12. This is inaccurate. The medical review officer’s report recounts the appellant’s explanation for the positive test result, but it states that the appellant’s explanation does not rule out cocaine use. IAF, Tab 15 at 8. 6 present credible corroborating evidence, but also by his attempt to corroborate his account with evidence that was affirmatively inconsistent with the record. Coupled with the inherent improbability of the appellant’s version of events and in light of the deference owed to the credibility determinations made by the administrative judge after an in-person hearing, see Haebe v. Department of Justice, 288 F.3d 1288, 1301 (Fed. Cir. 2002), we find insufficient basis to disturb the administrative judge’s findings on this issue. We therefore affirm as modified the administrative judge’s conclusion that the appellant failed to make a credible showing of accidental ingestion. ¶12On petition for review, the appellant renews his claims of race and sex discrimination. PFR File, Tab 3 at 6-8, 16-17. To establish a claim of race or sex discrimination, 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, ¶¶ 20-22. In this case, the appellant argues that, when he, an African American male, applied for a promotion, his supervisor (the proposing official in his removal) cancelled the vacancy announcement, waited until a Caucasian female coworker became eligible to apply, and then selected her instead. PFR File, Tab 3 at 6-8, 16-17. The appellant also argues that the agency scrutinized him more closely than it did his female colleagues and that his supervisor improperly denied him training and education opportunities. Id. At 15-17. However, we agree with the administrative judge that these matters are unrelated to the removal action, and we find insufficient basis to draw any discriminatory inference from them. ID at 14. The appellant has not identified any evidence that would show that the female employees who were allegedly less scrutinized were similarly situated to him. See Bruce v. Department of Transportation , 17 M.S.P.R. 153, 155 (1983), aff’d, 802 F.2d 469 (Fed. Cir. 1986) (Table). Furthermore, even assuming that the agency improperly denied the appellant training and favored the appellant’s Caucasian female coworker in its promotion decision, there is no reason to7 believe that these actions were motivated by race or sex discrimination. See Lewin v. Department of Justice , 74 M.S.P.R. 294, 298-99 (1997). Considering the evidence as a whole, including the undisputed evidence supporting the charge, we affirm the administrative judge’s finding that the appellant did not prove that either race discrimination or sex discrimination was a motivating factor in his removal. ¶13The appellant also renews his claim of retaliation for prior EEO activity. PFR File, Tab 3 at 8-10. The administrative judge did not explicitly address this claim in his initial decision, so we address it here. See Spithaler v. Office of Personnel Management , 1 M.S.P.R. 587, 589 (1980). A claim of retaliation for Title VII EEO activity is governed by the same standard as claims of race and sex discrimination, i.e., the appellant must show that the prohibited consideration was at least a motivating factor in the personnel action at issue. Pridgen, 2022 MSPB 31, ¶ 30. In determining whether prior EEO activity was a motivating factor in an adverse action, the Board will consider the evidence as a whole, including comparator evidence, retaliatory motive, evidence of pretext, comments or admissions by agency officials, and any other evidence that it finds pertinent. See Id., ¶ 24. The appellant argues on review that his supervisor knew that he had engaged in EEO activity with respect to the promotion situation discussed above and with respect to allegations of a hostile work environment.4 However, even taking this assertion as true, the mere fact that the appellant’s supervisor knew about the appellant’s prior EEO activity is insufficient to show that the removal was retaliatory, especially considering the strong evidence supporting the agency’s action. Cf. Brasch v. Department of Transportation , 101 M.S.P.R. 145, ¶ 13 (2006) (finding that the responsible officials’ knowledge of the appellant’s protected activity was itself insufficient to show that the protected activity was a motivating factor). The appellant has identified no other evidence in the record 4 It is not clear whether the same EEO activity encompassed both of these matters. 8 that might support his claim, and we find that he has not shown that his prior EEO activity was a motivating factor in his removal. ¶14Finally, the appellant makes some arguments pertaining to his claim of harmful procedural error. To demonstrate that an agency committed harmful procedural error, 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). Harmful error cannot be presumed; an agency error is harmful only where the record shows that the procedural error was likely to have caused the agency to reach a conclusion different from the one it would have reached in the absence or cure of the error. Stephen v. Department of the Air Force, 47 M.S.P.R. 672, 681, 685 (1991). ¶15The appellant argues that he was selected far more often for random drug testing than mere chance would allow and that the agency was using the program to harass and target him. PFR File, Tab 3 at 11-12, 16. The appellant has not identified sufficient evidence to support this argument, and we find that he has not shown that the agency committed any procedural error in this regard. The appellant also argues that the administrative judge applied laws that did not account for various agency rules and the Office of Personnel Management guidance, but he has not explained specifically how these various provisions pertain to the removal action at issue or how applying them would result in a different outcome for this appeal. Id. at 15. Finally, the appellant argues that the agency’s drug testing policy allows only 2 hours’ advance notice and that the administrative judge incorrectly found that the agency gave the appellant 1 day’s notice. Id. at 10-11. To the extent that this argument is related to the appellant’s affirmative defense of harmful procedural error, we find that the appellant has not shown that the agency violated any policy or that any such violation may have affected his substantive rights.9 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.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 any11 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’s12 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. 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.14
England_Tracy_D_DC-0752-18-0464-I-2__Final_Order.pdf
2024-07-12
TRACY DEWAYNE ENGLAND v. DEPARTMENT OF DEFENSE, MSPB Docket No. DC-0752-18-0464-I-2, July 12, 2024
DC-0752-18-0464-I-2
NP
980
https://www.mspb.gov/decisions/nonprecedential/Bradbury_David_M_DA-0752-23-0012-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD DAVID BRADBURY, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DA-0752-23-0012-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lawrence A. Berger , Esquire, Glen Cove, New York, for the appellant. Beverlei E. Colston , Esquire, Irving, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER ¶1The appellant has filed a petition for review of the initial decision, which upheld his removal based on a sustained charge of conduct unbecoming a Federal law enforcement officer. On petition for review, the appellant challenges the administrative judge’s decision to sustain both specifications and the charge 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). her assessment of the penalty. Petition for Review (PFR) File, Tab 3. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to supplement the administrative judge’s penalty analysis , we AFFIRM the initial decision. ¶2We have considered the appellant’s arguments on review, but none warrants a different outcome. For example, we are not persuaded by the appellant’s effort to characterize specification 1 as an allegation of failure to follow instructions, instead of conduct unbecoming. Id. at 7-11. We acknowledge that the administrative judge did not make any explicit credibility determinations on whether the appellant heard the Assistant Special Agent in Charge’s (ASAC’s) instruction to stop, id. at 9-10, but she later found that the appellant “disregard[ed]” the ASAC’s instructions in this regard, Initial Appeal File (IAF), Tab 30, Initial Decision (ID) at 10. Where, as here, an administrative judge has heard live testimony, her credibility determinations must be deemed to be at least implicitly based upon the demeanor of the witnesses. Little v. Department of Transportation, 112 M.S.P.R. 224, ¶ 4 (2009). Moreover, 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 a2 hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons for doing so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). The appellant has not identified such reasons. Ultimately, the appellant has not persuaded us that the administrative judge erred when she found that the appellant’s conduct during and after the October 20, 2021 meeting constituted conduct unbecoming a Federal law enforcement officer. We find that she correctly sustained specification 1. ¶3The appellant does not appear to challenge the administrative judge’s substantive findings regarding specification 2, and we affirm the initial decision in this regard. We also affirm the administrative judge’s decision to sustain the conduct unbecoming charge. ¶4We have also considered the appellant’s arguments regarding the penalty. For example, the appellant asserts that the administrative judge must independently assess the relevant penalty factors to determine whether the penalty imposed was reasonable. PFR File, Tab 3 at 17-19. Contrary to the appellant’s assertion, the administrative judge reviewed the deciding official’s evaluation of the penalty factors and then conducted her own assessment of many relevant factors. ID at 15-16. ¶5Additionally, the appellant argues that the administrative judge erred when she relied on the appellant’s lack of remorse as undermining his rehabilitative potential. PFR File, Tab 3 at 19-20. He cites to Raco v. Social Security Administration, 117 M.S.P.R. 1, ¶ 16 (2011), for the proposition that an appellant’s decision to defend himself against an agency’s charges does not indicate that he lacked remorse or failed to admit to wrongdoing. PFR File, Tab 3 at 19-20. The appellant mischaracterizes the administrative judge’s findings. Importantly, the administrative judge did not find that the appellant’s pursuit of this appeal evidenced a lack of rehabilitative potential. Rather, she found that he lacked rehabilitative potential because of, among other things, his lack of3 remorse, continued justification of his actions,2 and failure to display professionalism despite being on notice that the agency’s code of conduct required it. ID at 16. Importantly, we agree with the administrative judge that the appellant’s testimony that he thought the email described in specification 2 was “respectful,” and he did not see a “problem” with the “professionalism” of the email, suggests that he is apt to repeat it and shows a lack of rehabilitative potential. Id. ¶6The appellant correctly notes that the administrative judge did not explicitly discuss the adequacy and effectiveness of alternative sanctions.3 PFR File, Tab 3 at 18-19. We supplement the initial decision to explicitly consider this factor. However, given the temporal proximity of the June 2021 Letter of Counseling, which was based on similar allegations of unprofessionalism described in specification 2, coupled with the evidence that the administrative judge discussed in her analysis of the appellant’s potential for rehabilitation, there remains a question as to whether a penalty less than removal would work as a deterrent. ¶7We have also considered mitigating factors. As discussed in the initial decision, the appellant did not have any prior discipline, he had nearly 20 years of Federal service, and he had high performance ratings. ID at 14; IAF, Tab 7 at 32-33. Additionally, we have considered, as a mitigating factor, the circumstances surrounding the incidents described in specifications 1 and 2, which could fall under the heading of unusual job tensions. Douglas v. Veterans Administration, 5 M.S.P.R. 280, 305 (1981). For example, the administrative judge acknowledged that the appellant was “shaken by the circumstances” during the meeting. ID at 11. Regarding specification 2, the administrative judge noted that the appellant was “extreme[ly] frustrat[ed]” with being the subject of an investigation that was ultimately unsupported, and he sent the December 17, 2021 2 The administrative judge noted that the appellant blamed his frustration on a later-unsupported investigation, office rumors, and an attempt to clear his name. ID at 16. 3 The deciding official discussed this factor. IAF, Tab 7 at 35.4 email because he “felt his complaints and concerns had been ignored,” he felt “humiliated,” and he wanted to “clear his name among his peers.” ID at 16. We have also considered that the appellant’s conduct, which the administrative judge found caused the agency officials to fear for their safety and the safety of others in the room during the October 20, 2021 meeting, lasted only a few seconds. PFR File, Tab 3 at 16. Finally, we have considered as a mitigating factor the administrative judge’s decision to credit the appellant’s testimony that he did not mean the “grinders” comment in his email as a threat. ID at 12; PFR File, Tab 3 at 15. ¶8However, when evaluating whether a penalty is reasonable, the Board considers, first and foremost, the nature and seriousness of the misconduct and its relation to the employee’s duties, position, and responsibilities. Jackson v. Department of the Army , 99 M.S.P.R. 604, ¶ 6 (2005). Conduct unbecoming is a serious charge. Hellein v. Department of Agriculture , 8 M.S.P.R. 373, 375 (1981). The Board has long recognized that a higher standard of conduct and degree of trust are required of an incumbent of a position with law enforcement duties, such as the appellant. Luongo v. Department of Justice , 95 M.S.P.R. 643, ¶ 13 (2004) aff’d, 123 F. App’x 405 (Fed. Cir. 2005); Cantu v. Department of the Treasury, 88 M.S.P.R. 253, ¶ 8 (2001). Although there are several mitigating factors in this case, there are also significant aggravating factors. We believe that the aggravating factors outweigh the mitigating factors, and we discern no error with the administrative judge’s finding that the removal penalty was reasonable for the sustained misconduct.5 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.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
Bradbury_David_M_DA-0752-23-0012-I-1__Final_Order.pdf
2024-07-12
DAVID BRADBURY v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DA-0752-23-0012-I-1, July 12, 2024
DA-0752-23-0012-I-1
NP
981
https://www.mspb.gov/decisions/nonprecedential/East_RussellDC-0752-19-0484-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RUSSELL EAST, Appellant, v. DEPARTMENT OF HOMELAND SECURITY, Agency.DOCKET NUMBER DC-0752-19-0484-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cheri L. Cannon , Esquire, Washington, D.C., for the appellant. Lorna J. Jerome , Esquire, and Edith Moore McGee , Esquire, Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the agency’s chapter 75 removal action. On petition for review, the appellant alleges the following: (1) the agency failed to prove certain enumerated 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). specifications of its charges of failure to follow supervisory instructions and absence without leave; (2) the agency’s Douglas factors2 analysis was legally insufficient; (3) the agency failed to implement progressive discipline; (4) the administrative judge made erroneous credibility determinations; and (5) the administrative judge exhibited bias. Petition for Review (PFR) File, Tab 3 at 5-26. 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 (1) to VACATE the administrative judge’s alternative findings regarding the appellant’s claim of whistleblower retaliation and (2) to clarify the legal standard applicable to the appellant’s claim of reprisal for protected equal employment opportunity (EEO) activity and to VACATE the administrative judge’s alternative findings regarding the same, we AFFIRM the initial decision. The appellant contends that the agency failed to prove certain enumerated specifications of its charges and failed to conduct a legally sufficient Douglas factors analysis. PFR File, Tab 3 at 8-19. Having considered the appellant’s 2 In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), the Board articulated a nonexhaustive list of factors relevant to the penalty determination in adverse actions.2 assertions, we find no basis to disturb the administrative judge’s reasoned findings on these issues. The appellant avers that the agency failed to implement progressive discipline. Id. at 19-22. To this end, he asserts that the “total absence of any discipline, counseling or warning in the instant matter” violated agency policy, i.e., Commandant Instruction (COMTINST) M12750.4A,3 which includes, among other things, the agency’s table of penalties. Id. at 19-20, 22. Contrary to the appellant’s assertions otherwise, we find that the appellant’s removal was consistent with the agency’s table of penalties. Initial Appeal File (IAF), Tab 4 at 101. Indeed, the agency’s table of penalties sets forth a suggested penalty range of “5-day suspension to removal” for a first offense of “[w]illful or intentional delay or refusal to comply with an order, direction, instruction, or assignment of a supervisor or other management official.” Id. The appellant “openly admit[ted] that [he] made a conscious decision to not follow the instructions of [his] supervisor.” Id. at 19; ID at 19, 29. He also committed AWOL offenses on three occasions. ID at 23-25. Moreover, COMTINST M12750.4A provides that the table is “intended only to assist” management and does not “create any rights, administrative or judicial, whether substantive or procedural, which can be enforced against the [agency].” COMTINST M12750.4A at 46; see Farrell v. Department of the Interior , 314 F.3d 584, 590-92 (Fed. Cir. 2002) (concluding that an agency’s table of penalties is merely an advisory guide that is not binding on the agency absent a specific statement making it so). In these circumstances, we find that the appellant’s arguments regarding progressive discipline do not warrant a different outcome. The appellant asserts that the administrative judge made erroneous credibility determinations. PFR File, Tab 3 at 22-26. To this end, he avers that the administrative judge failed to “articulate a specific demeanor-based reason” 3 https://media.defense.gov/2017/Mar/29/2001723623/-1/-1/0/CIM_12750_4A.PDF (last visited July 12, 2024). The agency also provided a portion of COMTINST M12750.4A with its appeal file. Initial Appeal File, Tab 4 at 96-103, Tab 5 at 4-10.3 for finding the agency’s witnesses more credible than him. Id. at 24. The Board must give deference to the administrative judge’s credibility determinations when such conclusions are based, explicitly or implicitly, on the observation of the demeanor of witnesses testifying at a hearing; the Board may overturn such determinations only when it has “sufficiently sound” reasons to do so. Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). Here, the administrative judge reviewed the totality of the testimonial evidence and he cited applicable Board case law in setting forth his reasoned credibility determinations. E.g., IAF, Tab 35, Initial Decision (ID) at 4 n.6 (citing Hillen v. Department of the Army, 35 M.S.P.R. 453, 458 (1987)). The appellant’s broad allegations of error do not provide a basis to disturb his findings. See Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987) (finding no reason to disturb the administrative judge’s conclusions because the initial decision indicated that she considered the evidence as a whole, drew appropriate inferences, and made reasoned conclusions on issues of credibility). The appellant alleges bias on part of the administrative judge. PFR File, Tab 3 at 11 n.6, 24-25. To this end, he contends that the initial decision “demonstrate[ed] a refrain throughout the opinion: [the administrative judge’s] biased (and baseless) interpretation of the facts.” Id. at 11 n.6. He also contends that the administrative judge “repeatedly demonstrated clear bias” during the hearing, to include asking the appellant improper questions, mischaracterizing his testimony, and overlooking “glaring inconsistencies” in the testimony of other witnesses. Id. at 24-25. The Board has consistently 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) (citing In re King, 1 M.S.P.R. 146, 151 (1979)). This presumption can be overcome only by a substantial showing of personal bias. Williams v. U.S. Postal Service, 87 M.S.P.R. 313, ¶ 12 (2000). An administrative judge’s conduct during4 the course of a Board proceeding warrants a new adjudication only if the administrative judge’s comments or actions indicate a deep-seated favoritism or antagonism that would render fair judgment impossible. Simpkins v. Office of Personnel Management , 113 M.S.P.R. 411, ¶ 5 (2010). Here, the record, to include the hearing transcript, is devoid of any indication of personal bias. See Williams, 87 M.S.P.R. 313, ¶ 12 (stating that the Board will not infer bias based on an administrative judge’s rulings on issues). Indeed, we find that the administrative judge’s credibility determinations were supported by the documentary and testimonial evidence in the record. See Thompson v. Department of the Army , 122 M.S.P.R. 372, ¶ 29 (2015) (finding unavailing the agency’s argument that the administrative judge’s credibility determinations lacked a factual basis and therefore must have been the product of anti-agency bias when the administrative judge’s credibility determinations had adequate factual underpinning). Thus, the appellant’s unsubstantiated allegations are insufficient to rebut the presumption of the administrative judge’s honesty and integrity. PFR File, Tab 3 at 11 n.6, 24-25; see Washington , 81 M.S.P.R. 101, ¶ 7. We modify the initial decision to vacate the administrative judge’s alternative findings regarding whistleblower retaliation. The appellant does not raise any arguments regarding his affirmative defense of whistleblower retaliation on review, and we discern no material error in the administrative judge’s conclusion that the appellant failed to prove the same by preponderant evidence. ID at 27-30. The administrative judge found, based on reasoned credibility determinations, that the appellant had failed to show that his protected activity “contributed in any way” to the adverse action. ID at 28-29. We discern no basis to disturb this finding. See Haebe, 288 F.3d at 1301. Despite so finding, however, the administrative judge thereafter concluded in the alternative that, even if the appellant had established that his protected activity was a contributing factor in the agency’s decision, the agency5 nonetheless proved by clear and convincing evidence “that it would have removed the appellant in the absence of this improper motive.” ID at 29. Because the appellant failed to establish a prima facie case of whistleblower reprisal, we do not proceed to the clear and convincing evidence test, and we vacate this alternative finding. See 5 U.S.C. § 1221(e)(2); see Clarke v. Department of Veterans Affairs , 121 M.S.P.R. 154, ¶ 19 n.10 (2014), aff’d, 623 F. App’x 1016 (Fed. Cir. 2015). We modify the initial decision to clarify the legal standard applicable to the appellant’s claim of EEO reprisal and to vacate the administrative judge’s alternative findings regarding the same. Here, the administrative judge analyzed the appellant’s claim of EEO reprisal using the legal framework set forth in Savage v. Department of the Army , 122 M.S.P.R. 612, ¶ 51 (2015), overruled in part on other grounds by Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 25. ID at 25-27. According to Savage, the Board first inquires whether the appellant has shown by preponderant evidence that the prohibited consideration was a motivating factor in the contested personnel action. Savage, 122 M.S.P.R. 612, ¶ 51. If so, the next inquiry is whether the agency has shown by preponderant evidence that it would have taken the action absent the discriminatory or retaliatory motive. Id. If the agency makes such a showing, the Board will not reverse the contested personnel action. Id. Applying this framework, the administrative judge concluded that the appellant “failed to demonstrate that his EEO -related activity was a motivating factor in the agency’s removal action.” ID at 27. He then concluded in the alternative that, “even assuming arguendo that the appellant could establish that EEO activity was a motivating factor in the removal action, he is not entitled to corrective action because the agency proved by overwhelming evidence that it would have taken the same action in the absence of any retaliatory motive.” Id.6 The appellant’s EEO complaint alleged both disability discrimination and race discrimination. IAF, Tab 15 at 92, Tab 18 at 149-52. The administrative judge properly applied the motivating factor standard set forth in Savage to the appellant’s claims of reprisal for activities protected under Title VII, i.e., his claims alleging discrimination based on his race. See Savage, 122 M.S.P.R. 612, ¶ 51. We discern no basis to disturb the administrative judge’s conclusion that his activity protected under Title VII was not a motivating factor in his removal. ID at 27. Because the appellant’s Title VII claims fail on this basis, we do not reach the question of “but for” causation, and we vacate the administrative judge’s alternative findings in this regard. See id. The appellant’s claims alleging retaliation regarding his complaints of disability discrimination are not protected by Title VII but rather are protected under the Rehabilitation Act of 1973, which incorporates by reference the anti- retaliation provision of the Americans with Disabilities Act of 1990. See Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶ 44. Subsequent to the initial decision, the Board clarified that a more stringent standard should be applied to such claims of retaliation. Id., ¶¶ 45-47. Under Pridgen, the appellant bears the burden of proving “but for” causation, and the burden never shifts to the agency. Id. Here, however, insofar as we discern no basis to disturb the administrative judge’s conclusion that the appellant’s EEO -related activity was not a motivating factor in his removal, the appellant necessarily fails to satisfy the more stringent legal standard set forth in Pridgen. ID at 27; see Clay v. Department of the Army , 123 M.S.P.R. 245, ¶ 9 (2016). 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 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 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 particular8 relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 . 9 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 of10 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. 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
East_RussellDC-0752-19-0484-I-1__Final_Order.pdf
2024-07-12
RUSSELL EAST v. DEPARTMENT OF HOMELAND SECURITY, MSPB Docket No. DC-0752-19-0484-I-1, July 12, 2024
DC-0752-19-0484-I-1
NP
982
https://www.mspb.gov/decisions/nonprecedential/Maldonado_CelsoPH-0752-18-0318-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CELSO MALDONADO, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER PH-0752-18-0318-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Andrew Poulos, Jr. , Hamilton, New Jersey, for the appellant. Christopher Hawthorne , Joint Base Andrews, Maryland, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the agency’s removal action. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED to correct and supplement some of the administrative judge’s statements in his analysis of the failure to satisfy a condition of employment charge, we AFFIRM the initial decision. BACKGROUND The appellant was employed as a GS-06 Police Officer at Joint Base McGuire-Dix-Lakehurst, New Jersey (JBMDL). Initial Appeal File (IAF), Tab 6 at 54. On May 11, 2011, the appellant broke his right fibula during a training exercise. Id. at 95. The appellant’s injury required the surgical insertion of a metal plate and 10 screws in his leg. Id.; IAF, Tab 8 at 38. Sometime thereafter, the agency and a union representing civilian police officers began bargaining for the implementation of the Physical Agility Test (PAT) for civilian police officers at JBMDL. The agency ultimately reached an agreement with the union that the PAT was a condition of employment, and it was documented in the appellant’s position description and the agency’s regulations. IAF, Tab 7 at 25-27, 47 -48, 59-61, 79-82, 97. The PAT includes, among other things, a 1.5 mile run to be completed in 16 minutes, 17 seconds. Id. at 82. On June 14, 2017, the appellant underwent a fitness-for-duty examination. IAF, Tab 10 at 27-34. The examining physician assistant, J.R., did not clear the2 appellant for the 1.5 mile run due to his leg injury. Id. at 33. J.R. determined that the appellant was medically qualified for his position, but she noted that he had a restriction of running no more than 100 yards (300 feet) at a given time. Id. at 34. Because the appellant requested that the agency grant him a waiver of the 1.5 mile run component of the PAT, IAF, Tab 6 at 104-05, Tab 7 at 5, J.R. reassessed the appellant in November 2017, and cleared him for duty with no restrictions, IAF, Tab 6 at 94-101. Because the results were inconsistent,2 the appellant underwent another fitness-for-duty examination on December 6, 2017. IAF, Tab 12 at 5-6, Tab 19 at 58-59. The examining physician, S.C., determined that the appellant was not medically qualified for his position due to his limiting condition of running no more than 100 yards at a given time; thus, she did not clear him for the 1.5 mile run. IAF, Tab 6 at 88-89. Based on the results of the medical examination, the agency denied the appellant’s request for a waiver. Id. at 82-83. The agency proposed the appellant’s removal based on the following charges: (1) inability to perform as a result of a medical condition; and (2) failure to satisfy a condition of employment. Id. at 63. The appellant submitted a response in writing that included, among other things, a letter from his own physician stating that he was cleared to take a Job Task Scenario (JTS) Appeals Test3 as an alternate PAT. IAF, Tab 6 at 57, Tab 12 at 41, Tab 20 at 24. 2 It appears that the reason for the different recommendation in November 2017, was due to the fact that J.R. had been provided with a job description that did not include the 1.5 mile run or other high-impact activities. IAF, Tab 11 at 9. Based on this job description, J.R. concluded that the appellant was able to complete all tasks required for his position, and he was fit for duty. Id. A Human Resources Specialist provided a declaration under penalty of perjury that he filled out the physical standards on the Optional Form (OF)-178 (Certificate of Medical Examination), Part B, for the appellant’s November 6, 2017 examination; he mistakenly did not include the 1.5 mile run component of the PAT in the physical standards. IAF, Tab 19 at 58-59. 3 The JTS Appeals Test involves three scenarios: (1) Gate Detail, (2) Tactical Response, and (3) Chase and Restrain Subject. IAF, Tab 7 at 82-86. 3 After considering his response, the agency removed the appellant from his position, effective May 18, 2018. IAF, Tab 6 at 56-60. The appellant filed the instant appeal alleging that the agency did not prove its charges and retaliated against him for his prior equal employment opportunity (EEO) activity. IAF, Tab 1 at 5. He did not request a hearing. Id. at 3. During the pendency of the appeal, the appellant withdrew his affirmative defense of EEO retaliation and requested that the case proceed on written submissions on the “sole issue” of whether the agency proved its charges. IAF, Tab 18 at 4. Based on the written record, the administrative judge affirmed the removal in a March 8, 2019 initial decision. IAF, Tab 21, Initial Decision (ID) at 1, 14. He found that the agency met its burden of proving its charges, nexus, and the reasonableness of the penalty. Id. at 6-14.4 The appellant has filed a petition for review.4 Petition for Review (PFR) File, Tab 1. The agency has filed a response. PFR File, Tab 3. DISCUSSION OF ARGUMENTS ON REVIEW We affirm the administrative judge’s finding that the agency proved its charge of inability to perform as a result of a medical condition. When the removal is based on a current medical condition, the agency must prove either a nexus between the employee’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 v. Department  of Homeland Security, 2022 MSPB 36, ¶ 20. In other words, the agency must establish that the appellant’s medical condition prevents him 4 After the record closed on review, the appellant moved for leave to file an additional pleading. Petition for Review (PFR) File, Tab 4 at 5-6. The Board’s regulations do not provide for pleadings other than a petition for review, a cross petition for review, a response to the petition for review or cross petition for review, and a reply to a response. 5 C.F.R. § 1201.114(a). For the Board to consider a party’s pleading, other than one of those set forth above, the party must file a motion seeking leave and describe the nature and need for the pleading. 5 C.F.R. § 1201.114(a)(5). If a party wishes to submit a pleading after the record is closed, the party must show that the evidence is new, i.e., that it was not readily available before the record closed, and material. 5 C.F.R. § 1201.114(a)(5), (k). Here, the appellant asserts that newly issued Air Force Instruction (AFI) 31-118, which went into effect on March 5, 2020, supersedes the prior regulations that govern the standards for civilian police officers for the Air Force and that the appellant would have met the requirements of the new instruction. PFR File, Tab 4 at 5. As stated above, the agency removed the appellant from his position, effective May 18, 2018, and the initial decision was issued on March 8, 2019. IAF, Tab 6 at 56-60, ID at 1. According to the appellant, the latest version of the AFI 31-118 was issued more than 21 months after the appellant’s removal and a year after issuance of the initial decision; thus, it was not in effect at the time of the agency action or when the initial decision was issued. We find that any evidence of a change in the fitness standard, 21 months after the appellant’s removal and a year after issuance of the initial decision, would be immaterial to the outcome of the appeal. In so finding, we contrast the circumstances of this case to the cases in which an agency removed an employee for physical inability to perform the duties of his or her position, but the employee subsequently recovered before the issuance of the initial decision, and the Board found that it did not promote the efficiency of the service to uphold the removal action. Morgan v. U.S. Postal Service, 48 M.S.P.R. 607, 613 (1991) (same). Accordingly, we find that the appellant has not met the criteria for submitting an additional pleading on review, and we deny the motion. 5 C.F.R. § 1201.114(a)(5), (k).5 from being able to safely and efficiently perform the core duties of his position. Id. The Board has indicated that the core duties of a position are synonymous with the essential functions of a position under the Americans with Disabilities Act of 1990 (ADA), as amended by the ADA Amendments Act, i.e., the fundamental job duties of the position, not including marginal functions. Id., ¶ 21. One of the bases for finding that a function is essential is that it is the “reason the position[] exists.” Id.; 29 C.F.R. § 1630.2(n)(2)(i). In the specification underlying the charge, the agency stated that the appellant has a medical condition that limits him to running no more than 100 yards at a given time and that his position requires him to be capable of running more than 100 yards at a given time for law enforcement purposes. IAF, Tab 6 at 63. We agree with the administrative judge that the agency proved the appellant’s inability to perform his police officer position as a result of a medical condition. ID at 8-9. The appellant informed an agency physician that his condition was permanent. IAF, Tab 6 at 128; ID at 8. The record reflects that the appellant’s ability to run was compromised to the extent that two medical providers, in June 2017 and December 2017, did not clear him for the 1.5 mile run component of the PAT and deemed it necessary to restrict him to running no more than 100 yards at a time. IAF, Tab 6 at 88-89, Tab 10 at 33-34. The position description for the police officer position states that the appellant is, among other things, required to possess “common physical characteristics and abilities in agility . . . and the strength to pursue, apprehend, and detain uncooperative suspects.” IAF, Tab 7 at 97. The administrative judge interpreted the task of pursuing suspects as requiring the ability to run, and perhaps run a distance greater than, 100 yards. ID at 8-9. The administrative judge properly found that running to pursue suspects is a core duty, or an essential function, of the appellant’s position as a police officer and that he was a danger to himself and any officers with whom he worked in that capacity because6 his ability to pursue suspects and to support other officers in such pursuits was severely restricted. Id. We discern no error with this analysis. In the initial decision, the administrative judge found that the appellant was not entitled to waiver of the 1.5 mile run portion of the PAT pursuant to 5 C.F.R. § 339.204.5 ID at 9. On review, the appellant appears to challenge this finding, stating among other things6 that S.C. made contradictory conclusions on the Optional Form (OF) -178 (Certificate of Medical Examination) and the Standard Form 600 (Chronological Record of Medical Care) regarding his ability to perform the essential duties of his position. PFR File, Tab 1 at 17-18; compare IAF, Tab 6 at 88-89 (noting the appellant’s OF-178 stated no running more than 100 yards and that he is not medically qualified and not cleared for the PAT), with IAF, Tab 12 at 5-6 (finding that the appellant meets all requirements for his position except for inability to run more than 100 yards). He further states that the agency altered the OF-178 so that S.C. did not have the option to evaluate his fitness to take the alternate PAT. PFR File, Tab 1 at 18. The Board generally will not consider arguments raised for the first time in a petition for review absent a showing that they are based on new and material evidence not previously available despite the party’s due diligence. Banks v. Department  of the Air Force, 4 M.S.P.R. 268, 271 (1980). The appellant has not made this showing. Even if we were to consider his arguments on review, a different result is not 5 An agency must waive a medical standard or physical requirement established under this part when an employee, unable to meet that standard or requirement, presents sufficient evidence that the employee, with or without reasonable accommodation, can perform the essential duties of the position without endangering the health and safety of the employee or others. 5 C.F.R. § 339.204(a). 6 The appellant also asserts on review that he raised no claim that the agency was required to waive the 1.5 mile run component of the PAT pursuant to 5 C.F.R. § 339.204. PFR File, Tab 1 at 20. Even if the appellant did not raise such a claim, for the reasons stated herein, the administrative judge’s statement is not prejudicial to his substantive rights and provides no basis to reverse the initial decision. Panter v. Department  of the Air Force, 22 M.S.P.R. 281, 282 (1984). 7 warranted; he is not entitled to a waiver of the PAT under 5 C.F.R. § 339.204 because he cannot perform the essential functions of his position. On review, the appellant asserts a claim of harmful error because the administrative judge failed to address his claim that the agency improperly imposed the 1.5 mile run component of the PAT as a “physical requirement” for his position. PFR File, Tab 1 at 21 (citing 5 C.F.R. § 339.203). This is the first time that the appellant is raising a claim of harmful error; below, he withdrew his retaliation affirmative defense, and he only raised this claim of error as a challenge to the first charge, IAF, Tab 20 at 12-14. The appellant has not provided any satisfactory explanation for why this claim should be treated as a claim of harmful error for the first time on review. Banks, 4 M.S.P.R. at 271. Nevertheless, we have considered this argument as a claim of error, but we are not persuaded that a different outcome is warranted. Pursuant to 5 C.F.R. § 339.203(a), an agency is authorized to establish physical requirements for a position, without OPM approval, when such requirements are essential for the performance of the duties of a specific position. Based on our review of the position description and other relevant documentation, and for the reasons described herein and in the initial decision, we discern no error with the agency’s conclusion that the 1.5 mile run portion of the PAT is a physical requirement of the police officer position. See, e.g., Thompson v. Department  of the Air Force, 104 M.S.P.R. 529, ¶ 9 (2007) (noting that, absent evidence of bad faith or patent unfairness, the Board defers to the agency’s determination as to the requirements that must be fulfilled for an individual to qualify for appointment to, or to retain, a particular position) .   For these reasons, we find that the administrative judge properly sustained the agency’s first charge. 8 We affirm the administrative judge’s finding that the agency proved its charge of failure to satisfy a condition of employment. For a charge of failure to satisfy a condition of employment, the agency must prove: (1) the requirement at issue is a condition of employment, and (2) the appellant failed to meet that condition.7  Gallegos v. Department  of the Air Force, 121 M.S.P.R. 349, ¶ 6 (2014). In the specification underlying the charge, the agency stated that the appellant was required to take and pass an annual PAT and that he failed to meet that requirement. IAF, Tab 6 at 63. We agree with the administrative judge that the agency proved this charge. ID at 12. Importantly, the appellant acknowledged below and on review that passing the PAT is a condition of employment, and he has a medical impairment that prevents him from passing the 1.5 mile run component of the PAT. PFR File, Tab 1 at 20; IAF, Tab 19 at 70, Tab 20 at 16, 24. Moreover, the position description and Air Force Instruction (AFI) 31-122 clearly state that a police officer is required to pass the PAT. IAF, Tab 7 at 79-82, 97. According to AFI 31-122, Section 6.8.5.1, the successful completion of the 1.5 mile run component of the PAT demonstrates cardio-respiratory endurance or aerobic capacity used in extended control and defensive tactics training. Id. at 82. The administrative judge explained that such stamina and endurance is important for tasks that a police officer performs, including running on pursuits, responding to emergency situations, and defending against intruders. ID at 11-12. The record also reflects that the appellant lacked the endurance and stamina that is demonstrated by the 1.5 mile run component of the PAT. For example, on November 18, 2016, the appellant was unable to successfully complete the mock PAT, and he “suffered pain and swelling as a result of the 1.5 mile run portion of the test.” IAF, Tab 7 at 50-51, Tab 19 at 70. 7 In the initial decision, the administrative judge identified a third factor, which stated that, to the extent that the appellant’s failure to meet the condition was within the agency’s control, he was afforded a reasonable opportunity to meet the condition. ID at 7 (internal citations omitted). Even if we considered this third criterion, we would find that the agency satisfied its burden. 9 The appellant maintains that he can satisfy this condition of employment, despite his inability to pass the PAT, because the agency offers a JTS Appeals Test (alternate PAT), which he was “fully capable of taking and passing.” PFR File, Tab 1 at 19; IAF, Tab 20 at 24. He notes that the alternate PAT had a running distance of approximately 562 feet (less than 200 yards) and that he was able to run three-quarters of a mile (3,950 feet). PFR File, Tab 1 at 19; IAF, Tab 7 at 82-86, Tab 20 at 24. He observes that he made such an assertion in his declaration under penalty of perjury, but the administrative judge did not reference or incorporate this assertion in the initial decision. PFR File, Tab 1 at 18-20. The Board has held that an administrative judge’s failure to mention all of the evidence of record does not mean that he did not consider it in reaching his decision. Kingsley v. U.S. Postal Service, 123 M.S.P.R. 365, ¶ 15 (2016). Moreover, in analyzing the appellant’s claim, the administrative judge noted that the appellant’s private physician cleared him to take the alternate PAT. ID at 9-10; IAF, Tab 12 at 41. The administrative judge found that the medical documentation from the appellant’s private physician was not persuasive and did not adequately explain how the appellant could complete an alternate PAT, especially given the strenuous nature of the tasks involved, which included but was not limited to running 562 feet, jumping a 4-foot drainage ditch twice, and traversing multiple levels of stairs. ID at 10-11. The administrative judge further determined that the opinions of the agency’s medical providers regarding the appellant’s physical limitations had more probative value than the appellant’s private physician’s conclusory assertions8 because the agency’s medical providers had more experience with the duty requirements of the appellant’s position, and the agency’s medical records pertain directly to the appellant’s ability to perform 8 The appellant’s private physician did not express any opinion as to the appellant’s fitness for duty, his running restriction, or his ability to pass the PAT. IAF, Tab 12 at 41. She merely stated he was “of sufficient medical condition to allow him to safely complete the alternate physical abilities test.” Id. 10 the essential functions of his position and his ability to pass the 1.5 mile run portion of the PAT. ID at 11; see, e.g., Brown v. Department  of the Interior, 121 M.S.P.R. 205, ¶ 11 (2014) (recognizing that in assessing the probative weight of medical opinions, the Board considers whether the opinion was based on a medical examination and provided a reasoned explanation for its findings as distinct from mere conclusory assertions, the qualifications of the expert rendering the opinion, and the extent and duration of the expert’s familiarity with the treatment of the appellant), overruled on other grounds by Haas v. Department  of Homeland  Security, 2022 MSPB 36. We discern no basis to disturb the administrative judge’s determination in this regard. However, we wish to correct two statements that the administrative judge made in the initial decision that the appellant raises as error on petition for review. First, the administrative judge inaccurately stated in the initial decision that the appellant admitted that he cannot run more than 100 yards at a given time. PFR File, Tab 1 at 19-20; see ID at 10 (relying on the appellant’s answer to request for admission 23). This request for admission only asked the appellant to admit whether 100 yards is equivalent to 300 feet, which the appellant did so admit. IAF, Tab 19 at 72. Second, the appellant challenges the administrative judge’s statement that the collective bargaining agreement predates and, therefore, trumps the Department of Defense Instruction (DoDI) 5525.15. PFR File, Tab 1 at 15-17; ID at 10. We agree with the appellant that it was improper for the administrative judge to make this particular finding,9 and we correct the administrative judge’s statements in this regard. Notwithstanding these modifications, DoDI 5525.15 does not support the appellant’s claim of entitlement to the alternate PAT. Section 5.1(a)(1) of DoDI 5525.15 states that the PAT is a floor for physical fitness programs. IAF, Tab 7 at 31. Section 5.1(a)(2) states that alternate events are permitted for civilian 9 Indeed, the section of the 2016 version of DoDI 5525.15, which discusses physical fitness and certification standards, is similar to the earlier 2012 version of that instruction. Compare IAF, Tab 7 at 31, with IAF, Tab 20 at 56-57.11 police officers with “long-term medical restrictions or disabilities who can otherwise perform the essential functions of the job, with or without reasonable accommodation.” Id. Section 5.1(a)(3) of DoDI 5525.15 states that medical screening and clearance must be completed before testing. Id. Notably, there is no requirement in either version of DoDI 5525.15 that the agency administer an alternate PAT for an individual, such as the appellant, who cannot perform the essential functions of his position. IAF, Tab 7 at 31, Tab 20 at 56. Moreover, the administrative judge correctly concluded that the appellant was not eligible for an alternate PAT pursuant to section 5.1(a)(3) of DoDI 5525.15 because the appellant was not cleared for testing due to his running restriction. ID at 10; IAF, Tab 6 at 88-89, Tab 7 at 31. Finally, the appellant asserts on petition for review that the administrative judge erred10 in failing to address his arguments that the agency disregarded its own medical disqualification requirements when: (1) it did not appoint a Medical Review Officer and an Air Force Security Forces Qualifications Review Board to conduct a medical standard disqualification recommendation, as required in AFI 31-122, Section 2.5.4, and (2) it did not provide him an opportunity to submit medical documentation from his private physician for consideration during the medical examination process, as required in 5 C.F.R. § 339.303(b). PFR File, Tab 1 at 12-14; IAF, Tab 20 at 14-15. Any administrative judge’s error in failing to address these arguments is not prejudicial to the appellant, Panter v. Department  of the Air Force, 22 M.S.P.R. 281, 282 (1984), because we consider these arguments on review. The appellant argues that his submission of documentation from his private physician that he was cleared to take an alternate PAT constitutes an appeal of the agency’s medical disqualification determination, and he relies upon “Appendix 8” of AFI 31-122, Section 2.5.4 to support his contention that a Security Forces 10 Here, too, the appellant frames this claim as one of harmful error. PFR File, Tab 1 at 12. For the reasons stated herein, we only analyze this claim as a claim of administrative judge error.12 Qualifications Review Board and Medical Review Officer should have been appointed. PFR File, Tab 1 at 13-14. It does not appear that “Appendix 8” was included in the record below, but the agency provides a copy of Attachment 8 on review. PFR File, Tab 3 at 6, 13-14. We have considered the agency’s submission of Attachment 8 on review in order to resolve this issue. Attachment 8 sets forth the process by which a Security Forces Qualifications Review Board is established and when an employee may request a waiver of a medical disqualification determination. Id. at 13-14. We are not persuaded that the appellant’s documentation from his private physician constitutes an appeal of the agency’s medical disqualification determination because, among other things, the appellant submitted this documentation in response to the March 26, 2018 notice of proposed removal, not in response to S.C.’s December 6, 2017 determination that he was not medically qualified or the agency’s March 8, 2018 denial of his request for a reasonable accommodation. IAF, Tab 6 at 56-57, 63-66, 82-85, 89, Tab 12 at 41. Even if we assumed for the purposes of our analysis that the appellant properly submitted a waiver, he was not eligible for such a waiver. As stated in Attachment 8, an agency cannot consider a waiver for an “employee[] who [has] a permanent or long term medical disqualification unless [he] can provide objective medical documentation that demonstrates that [he] can perform the essential functions of the position with or without reasonable accommodation.” PFR File, Tab 3 at 13 (emphasis added). For the reasons described herein and in the initial13 decision, the appellant cannot perform the essential functions of his position.11 ID at 10. We have also considered the appellant’s argument that he was not afforded an opportunity to submit his own medical evaluation, as required in 5 C.F.R. § 339.303(b). PFR File, Tab 1 at 14. This regulation states, in relevant part, that when an agency requires a medical examination, the agency “designates the examining physician,” but it “must offer the . . . employee an opportunity to submit medical documentation from his . . . private physician or practitioner for consideration in the medical examination process.” 5 C.F.R. § 339.303(b). The regulation further states that the agency must review and consider all such documentation supplied by the private physician or practitioner. Id. The record reflects that appellant provided to the agency, and the agency considered, a statement from his private physician prior to removing him from his position. IAF, Tab 6 at 57, Tab 12 at 41. Thus, we discern no error. For these reasons, we affirm as modified herein the administrative judge’s conclusion that the agency proved the second charge. We affirm the administrative judge’s findings on nexus and penalty. The appellant does not challenge, and we discern no basis to disturb, the administrative judge’s findings that the appellant’s removal promotes the efficiency of the service and that the penalty of removal is within the tolerable bounds of reasonableness. ID at 12-14;  see Brown, 121 M.S.P.R. 205, ¶ 17 (finding that removal for physical inability to perform the essential functions of a position promotes the efficiency of the service), overruled on other grounds by 11 According to Attachment 8, a Security Forces Qualifications Review Board is only established to review cases for incumbent officers “who meet the full range of duties contained within their Position Description (e.g., the PAT), but cannot meet the established medical standards (e.g., color blind in one eye).” PFR File, Tab 3 at 13. Additionally, the role of a Medical Review Officer is to “support the board to make medical standard qualification/disqualification recommendations.” Id. The appellant cannot meet the full range of duties in his position, and thus, it would be unnecessary to convene a Security Forces Qualifications Review Board or appoint a Medical Review Officer.14 Haas v. Department  of Homeland  Security, 2022 MSPB 36; Penland v. Department  of the Interior, 115 M.S.P.R. 474, ¶ 11 (2010) (finding that removal for failure to satisfy a condition of employment promotes the efficiency of the service and is within the tolerable bounds of reasonableness). Accordingly, we affirm the agency’s removal action. 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. Court of Appeals for the Federal Circuit, which must be received by the court 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.15 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 file16 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 17 (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. 18 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Maldonado_CelsoPH-0752-18-0318-I-1_Final_Order.pdf
2024-07-12
CELSO MALDONADO v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. PH-0752-18-0318-I-1, July 12, 2024
PH-0752-18-0318-I-1
NP
983
https://www.mspb.gov/decisions/nonprecedential/ZseDenny_CindySF-0752-20-0331-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GREGORY P. ZSEDENNY, Appellant, v. DEPARTMENT OF THE AIR FORCE, Agency.DOCKET NUMBER SF-0752-20-0331-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Cindy ZseDenny , Penn Valley, California, for the appellant. Emma Kinstedt , El Segundo, California, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed his indefinite suspension based upon the decision suspending his eligibility to occupy a position designated “sensitive.” On petition for review, the appellant restates his arguments that the agency committed harmful procedural error in imposing the indefinite suspension, that his position does not actually 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). require access to classified information, and that the agency’s decision to investigate him was retaliatory. 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 by this Final Order to clarify that the agency met its burden of establishing a nexus between the efficiency of the service and the indefinite suspension action, we AFFIRM the initial decision.1 In the initial decision, the administrative judge did not make an explicit finding concerning whether the agency proved that a nexus exists between the efficiency of the service and the indefinite suspension action. Initial Appeal File (IAF), Tab 18, Initial Decision at 1-8. Nevertheless, the administrative judge correctly apprised the agency of its burden of proving nexus in the close of record conference summary and order, IAF, Tab 11 at 8, and the agency argued that it met its burden of proving nexus in its close of record filing, IAF, Tab 15 at 6, 16. 1 Following the close of the record on review, the appellant submitted a motion for leave to file an additional pleading. Petition for Review File, Tab 7. In the motion, the appellant states that circumstances have changed “due to the Agency’s latest actions on January 28, 2021,” and requests leave to file “additional evidence that was not available before the record closed.” Id. He has not explained, however, how any post-suspension action by the agency would have any bearing on the indefinite suspension action at issue in this appeal. Accordingly, the motion is denied. See 5 C.F.R. §§ 1201.114(k), 1201.115(d).2 Additionally, it is well settled that when, as here, an adverse action is based on the failure to maintain a security clearance or the suspension of assignment to duties designated sensitive , the adverse action promotes the efficiency of the service because the absence of a properly authorized security clearance is fatal to the job entitlement. See Grimes v. Department of Justice , 122 M.S.P.R. 36, ¶ 14 (2014); Flores v. Department of Defense , 121 M.S.P.R. 287, ¶ 12 (2014). Accordingly, based on the existing record, we conclude that the agency met its burden of proving nexus. 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. 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
ZseDenny_CindySF-0752-20-0331-I-1__Final_Order.pdf
2024-07-12
GREGORY P. ZSEDENNY v. DEPARTMENT OF THE AIR FORCE, MSPB Docket No. SF-0752-20-0331-I-1, July 12, 2024
SF-0752-20-0331-I-1
NP
984
https://www.mspb.gov/decisions/nonprecedential/Scharff_Alfred_C_DE-3443-19-0448-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ALFRED C. SCHARFF, Appellant, v. DEPARTMENT OF THE ARMY, Agency.DOCKET NUMBER DE-3443-19-0448-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Alfred C. Scharff , Monument, Colorado, pro se. Thomas J. Ingram, IV , Esquire, Omaha, Nebraska, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his appeal of his placement on a performance improvement plan (PIP) and his contention of an involuntary retirement for lack of jurisdiction. On petition for review, the appellant renews his claim of an involuntary 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). retirement. Petition for Review (PFR) File, Tab 1 at 5-7.2 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. Except as expressly MODIFIED to supplement the initial decision to find that the appellant failed to show that his retirement was involuntary, we AFFIRM the initial decision. The administrative judge correctly found that the Board lacked jurisdiction to review the agency’s decision to place the appellant on a PIP. Initial Appeal File (IAF), Tab 7, Initial Decision (ID) at 3 (citing Shaishaa v. Department of the Army, 58 M.S.P.R. 450, 454 (1992) (finding that an employee’s placement on a PIP is outside the scope of the Board’s jurisdiction)). He also found that the appellant’s factual allegations precluded an involuntary retirement claim because the appellant “averred he had picked a retirement date in furtherance of his future plans . . . and then his supervisor placed him on a PIP that ended on his 2 The appellant’s petition for review appears to be untimely filed by approximately 16 minutes. PFR File, Tab 1 at 3. He claims that “the internet was down,” id., and further details issues he experienced with the e-Appeal Online system, PFR File, Tab 3 at 4-5. The 16-minute delay is minimal, and the appellant is pro se. Additionally, the Board has stated that, under limited circumstances, it will excuse delays in filing caused by difficulties encountered with the e-Appeal Online system. See Palermo v. Department of the Navy , 120 M.S.P.R. 694, ¶ 5 (2014). Accordingly, we find good cause exists for the appellant’s untimely filing.2 previously selected retirement date.” ID at 3. As such, he did not make any findings regarding the voluntariness of the appellant’s retirement.3 ID at 3-5. We supplement the initial decision to find that the appellant failed to establish that his retirement was involuntary. The appellant claimed that he was coerced to retire. IAF, Tab 6 at 5. To establish involuntariness on the basis of coercion, an employee must show that the agency effectively imposed the terms of the retirement, the employee had no realistic opportunity but to retire, and the retirement was the result of improper acts by the agency. Vitale v. Department of Veterans Affairs , 107, M.S.P.R. 501, ¶ 19 (2007). The record contains no evidence that the agency imposed the terms of the appellant’s retirement; to the contrary, the appellant states that he chose the date of his retirement. IAF, Tab 1 at 4. The appellant also claims that, in order “to avoid the humiliation of a PIP followed by a possible termination,” he chose to retire. PFR File, Tab 1 at 6. Our reviewing court has held, however, that the fact that an employee is faced with an unpleasant situation or that his choice is limited to two unattractive options does not make his decision any less voluntary. See Staats v. U.S. Postal Service, 99 F.3d 1120, 1124 (Fed. Cir. 1996). Thus, the fact that the appellant was faced with the choice of completing the PIP or retiring does not make his choice to retire involuntary. 3 Because the administrative judge determined that the appellant’s factual allegations precluded an involuntary retirement claim, he did not inform the appellant below how he may establish jurisdiction over such a claim. ID at 3 & n.1; IAF, Tab 2; see Burgess v. Merit Systems Protection Board , 758 F.2d 641, 643-44 (Fed. Cir. 1985). Nonetheless, the lack of notice regarding how to meet his jurisdictional burden did not prejudice the appellant’s substantive rights because the initial decision discussed ways in which an appellant can establish a claim of involuntary retirement and his pleadings otherwise demonstrate that he was aware of the jurisdictional prerequisites. See Hamilton v. U.S. Postal Service , 123 M.S.P.R. 404, ¶ 17 n.10 (2016) (excusing an administrative judge’s failure to provide Burgess notice when an appellant’s pleadings demonstrated that she was aware of the jurisdictional prerequisites of her appeal); see also Parker v. Department of Housing and Urban Development , 106 M.S.P.R. 329, ¶ 8 (2007) (explaining that an administrative judge’s failure to provide Burgess notice can be cured 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 jurisdictional burden on review).3 The appellant also argued on review that the Board should consider subjective factors, such as his background and work experience, when determining whether his working conditions were so intolerable that he felt compelled to retire. PFR File, Tab 1 at 6. When determining whether working conditions were so intolerable that an employee felt compelled to retire, thereby rendering his retirement involuntary, the Board looks to a “reasonable person in his position” standard. Vitale, 107 M.S.P.R. 501, ¶ 20 (emphasis added). Thus, although the Board gauges the ultimate question of whether an employee’s retirement is voluntary by an objective standard, see Shoaf v. Department of Agriculture, 260 F.3d 1336, 1341-42 (Fed. Cir. 2001), it nonetheless considers factors specific to an employee, such as length of service, when determining whether the totality of the circumstances supports a finding that his retirement was involuntary. Considering the appellant’s background and work experience, we find that he failed to establish that his working conditions were so intolerable that he was compelled to retire. See Miller v. Department of Defense , 85 M.S.P.R. 310, ¶ 32 (2000) (stating that dissatisfaction with work assignments, a feeling of being unfairly criticized, or difficult or unpleasant working conditions generally are not so intolerable as to compel a reasonable person to retire). Based on the foregoing, we find that the appellant failed to establish that his retirement was involuntary, and we supplement the initial decision in that regard. The appellant also includes with his petition for review an August 5, 2019 email from the new Resident Engineer discussing the appellant’s retirement and the PIP, and a portion of a performance appraisal that he claims he received on May 15, 2019. PFR File, Tab 1 at 5, 8-11. These documents do not provide a basis to disturb the initial decision. Under 5 C.F.R. § 1201.115, 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 closed before the administrative judge despite the party’s due diligence. Avansino v.4 U.S. Postal Service , 3 M.S.P.R. 211, 213-14 (1980). Here, the appellant asserts that the performance appraisal is from May 15, 2019, and the email submitted on review is dated August 5, 2019. PFR File, Tab 1 at 8-11. The record closed on or around October 1, 2019. IAF, Tab 2 at 3. Thus, both documents existed before the close of the record, and the appellant has not explained why he failed to submit them below. Further, although the August 5, 2019 email discusses the appellant’s retirement and his placement on the PIP, it does not demonstrate that his retirement was involuntary; rather, it illustrates the appellant’s “unpleasant situation” of a choice between “two unattractive options.” PFR File, Tab 1 at 8. As explained above, such circumstances do not evidence involuntariness. See Staats, 99 F.3d at 1124. Accordingly, the email is not of sufficient weight to warrant an outcome different than that of the initial decision and, thus, does not provide a basis to grant the petition for review. See Russo v. Veterans Administration, 3 M.S.P.R. 345, 349 (1980) (stating 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). 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 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 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 representation6 for Merit Systems Protection Board appellants before the 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 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.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.10
Scharff_Alfred_C_DE-3443-19-0448-I-1__Final_Order.pdf
2024-07-12
ALFRED C. SCHARFF v. DEPARTMENT OF THE ARMY, MSPB Docket No. DE-3443-19-0448-I-1, July 12, 2024
DE-3443-19-0448-I-1
NP
985
https://www.mspb.gov/decisions/nonprecedential/Rene_Ronald_M_DC-4324-22-0334-I-2__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RONALD MARSHEL RENE, Appellant, v. DEPARTMENT OF VETERANS AFFAIRS, Agency.DOCKET NUMBER DC-4324-22-0334-I-2 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lawrence George Widem , Esquire, West Hartford, Connecticut, for the appellant. Angela Madtes , Esquire, Pittsburgh, Pennsylvania, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner recused himself and did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which denied his request for corrective action under the Uniformed Services 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). Employment and Reemployment Rights Act of 1994 (codified as amended at 38 U.S.C. §§ 4301-4335). On review, the appellant submitted two separate pleadings with separate sets of arguments. Petition for Review (PFR) File, Tabs 1, 3.2 He seems to assert that the first was directed at the administrative judge and that the Board should only address the second. PFR File, Tab 3 at 5-6. In any event, the appellant’s first pleading argues about the applicability or enforceability of his prior settlement agreement with the agency. PFR File, Tab 1 at 5-6. The appellant also questions whether he was entitled to a performance evaluation in the absence of him working for the evaluation period, and he suggests that the Board has the authority to decide whether the agency violated the Administrative Procedures Act. Id. at 6-7. The appellant’s second pleading argues that the administrative judge may have applied the wrong legal standard when addressing his one claim on the merits. PFR File, Tab 3 at 6-7. He also 2 A year after the July 2023 initial decision and petition for review, the appellant filed a motion for leave to submit a new argument. Compare Rene v. Department of Veterans Affairs, MSPB Docket No. DC-4324-22-0334-I-2, Appeal File (I-2 AF), Tab 30, Initial Decision at 1; PFR File, Tabs 1, 3, with PFR File, Tab 7. He seeks permission to submit new arguments about a July 2024 decision by the U.S. Supreme Court, which affirmed in part a May 2022 decision by the U.S. Court of Appeals for the Fifth Circuit. PFR File, Tab 7 at 4-5; see Securities and Exchange Commission v. Jarkesy , 603 U.S. ____, 144 S.Ct. 2117 (2024). The appellant’s motion is denied. Once the record closes on review, no additional evidence or argument will be accepted unless it is new and material and was not readily available before the record closed. Maloney v. Executive Office of the President, Office of Administration , 2022 MSPB 26, ¶ 4 n.4; 5 C.F.R. § 1201.114(k). In addition, Board regulations generally require that a party first raise issues, including constitutional challenges to an administrative judge’s authority to decide a case, before the administrative judge prior to raising the same issues before the full Board on petition for review. McClenning v. Department of the Army, 2022 MSPB 3, ¶¶ 11-15; 5 C.F.R. §§ 1201.59(c), 1201.115(d). Although the appellant presented some arguments below about whether the administrative judge’s appointment violated “the Appointments Clause and the Executive Powers clause” of the U.S. Constitution, I-2 AF, Tab 26 at 5-8, he did not present similar arguments on review, PFR File, Tabs 1, 3. Plus, we found no argument in his pleadings from below or his petition for review regarding any Seventh Amendment right to jury trial, i.e., the lone issue addressed in Jarkesy. 603 U.S. ____, 144 S.Ct. 2117 at *7. The Court’s issuance of new precedent does not persuade us to reopen the record so that the appellant can present a new legal theory about the Seventh Amendment and a right to jury trial.2 disputes the administrative judge’s finding of fact regarding the agency’s policies surrounding performance pay. Id. at 7. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review 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 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 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 4 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court-appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: 5 Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 6 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.7
Rene_Ronald_M_DC-4324-22-0334-I-2__Final_Order.pdf
2024-07-12
RONALD MARSHEL RENE v. DEPARTMENT OF VETERANS AFFAIRS, MSPB Docket No. DC-4324-22-0334-I-2, July 12, 2024
DC-4324-22-0334-I-2
NP
986
https://www.mspb.gov/decisions/nonprecedential/Aldridge_LaWana_J_DA-0841-20-0271-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD LAWANA J. ALDRIDGE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-0841-20-0271-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Deborah Griffis , Austin, Texas, for the appellant. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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) finding that she was ineligible for a Federal Employees’ Retirement System (FERS) annuity. Generally, we grant petitions such as this one only in the following 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The appellant argues that OPM unlawfully seized her FERS retirement contributions to satisfy her outstanding debt with her former employing agency and failed to notify her about the debt-collection action or produce any documents as to how her contributions were used. Petition for Review (PFR) File, Tab 1 at 4. She claims that she was misled and was taken advantage of because of her mental incompetency, and that the administrative judge was not able to adequately address that issue. Id. at 5-6. Finally, she asserts that the administrative judge did not provide her an opportunity to submit additional evidence in support of her appeal. Id. at 5. We agree with the administrative judge that the appellant was not eligible to receive a FERS annuity because she requested and received a refund of her retirement deductions. IAF, Tab 22, Initial Decision at 3-6; see 5 U.S.C. § 8424(a); see also Pagum v. Office of Personnel Management , 66 M.S.P.R. 599, 601 (1995); Pagum v. Office of Personnel Management , 55 M.S.P.R. 648, 651 (1992). The administrative judge addressed the appellant’s claims in the initial decision, and the petition for review presents no basis for disturbing the2 administrative judge’s well-reasoned findings. See Crosby v. U.S. Postal Service, 74 M.S.P.R. 98, 105 -06 (1997) (finding no reason to disturb the administrative judge’s findings when 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). For the first time on review, the appellant provides a July 27, 2020 letter from her physician stating that she was diagnosed in 2003 with cognitive impairment, as well as major depression, severe anxiety, and chronic back pain, and was treated with various medications, counseling, and therapy. PFR File, Tab 1 at 8-10. The appellant appears to be alleging that she was unable to obtain the letter from her physician earlier due to difficulties caused by the COVID-19 pandemic.2 Id. at 5, 8. 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). Even if we consider the letter, which is dated, and was obtained, after the record was closed, we are not persuaded that it supports a finding of mental incompetence. A medical provider’s conclusion that an individual is mentally incompetent is persuasive only if the medical provider explains how a mental illness renders the individual incompetent. Gonzales v. Office of Personnel Management , 91 M.S.P.R. 46, ¶ 5, aff’d, 48 F. App’x 747 (Fed. Cir. 2002). Here, the appellant’s physician opined that the appellant did not have the capacity to make independent decisions from 2003 to 2008, and that she relied on other people in managing her daily activities, including her finances, during this time period. PFR File, Tab 1 at 9. However, we note that the July 27, 2020 letter is not on the official letterhead of the physician’s office, is not signed by the physician, and is 2 There is no indication that the appellant sought to subpoena evidence from her doctor while the appeal was pending before the administrative judge. 3 not supported by other medical evidence from the time the appellant signed the forms to withdraw her deposit, or any other time period. Id. at 8-10. Furthermore, the appellant’s physician appears to have no specialization in mental health issues. Even if the appellant was unable to focus or recall basic information and experienced frequent mood swings, as her physician alleges, we are not persuaded that these problems rendered the appellant incompetent. Id. at 9; see Gonzales, 91 M.S.P.R. 46, ¶ 6 (finding that a medical assessment that an appellant was depressed and easily distracted, but otherwise having a normal mental status and functioning, is inconsistent with a conclusion of mental incompetence). Additionally, the letter from the appellant’s physician is not consistent with the appellant’s testimony that she understood the importance of planning for the future and took steps with her then-husband to ensure that she made an informed decision regarding her retirement. Thus, a different outcome is not warranted here. See Russo v. Veterans Administration , 3 M.S.P.R. 345, 349 (1980) (explaining 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). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The5 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file6 with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 8 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.9
Aldridge_LaWana_J_DA-0841-20-0271-I-1__Final_Order.pdf
2024-07-12
LAWANA J. ALDRIDGE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-0841-20-0271-I-1, July 12, 2024
DA-0841-20-0271-I-1
NP
987
https://www.mspb.gov/decisions/nonprecedential/Battle_John_D_DC-0831-19-0437-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN D. BATTLE, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-19-0437-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 John D. Battle , Upper Marlboro, Maryland, pro se. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed the appeal of the initial decision of the Office of Personnel Management (OPM) for lack of jurisdiction. 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 and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND On August 7, 1995, the appellant divorced his spouse. Initial Appeal File (IAF), Tab 1 at 6-8. The divorce decree issued by the Circuit Court for Prince George’s County, Maryland stated that “the marital portion of the plaintiff’s pension shall be equitably divided pursuant to MD FAM. LAW CODE ANN. § 8-201 et. seq., in accordance with the terms and conditions of the [Qualified Domestic Relations Order (QDRO)], which the parties have submitted simultaneously herewith . . . .” Id. at 7. The record does not contain the QDRO, but the appellant stated the QDRO was submitted and accepted by OPM in 1996. Id. at 2. The appellant filed the instant Board appeal challenging OPM’s decision regarding the disbursement of funds from his retirement annuity to his former spouse.2 Id. at 1. He indicated that his former spouse was not entitled to a portion of his retirement annuity because she remarried prior to age 55 and prior to his retirement in 2010. Id. He asserted that he made multiple attempts to contact OPM regarding the matter since 2010 but that OPM never responded. Id. 2 The record does not contain the initial decision, but OPM stated that it issued an initial decision on January 18, 2013. IAF, Tab 4 at 4.2 He provided copies of letters he faxed to OPM on July 5, 2017, and December 3, 2018. Id. at 2-5. In an acknowledgment order, the administrative judge informed the appellant that the Board may lack jurisdiction over the appeal and afforded the parties an opportunity to submit evidence and argument on the jurisdictional issue. IAF, Tab 2 at 2-3. The appellant did not respond. OPM moved to dismiss the appeal for lack of jurisdiction because it had not yet issued a final decision. IAF, Tab 4 at 4. The administrative judge held a telephonic status conference. IAF, Tab 7. In the summary of the telephonic status conference, the administrative judge noted that OPM represented that it would issue a final decision in the appeal within 30 days. Id. at 1. Thereafter, the administrative judge issued an initial decision dismissing the appeal for lack of jurisdiction because OPM had not yet issued a final decision. IAF, Tab 8, Initial Decision (ID) at 1-2. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 2. The agency has responded, PFR, Tab 5, and the appellant has replied, PFR File, Tab 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). The appellant has the burden of proving the Board’s jurisdiction by a preponderance of the evidence. 5 C.F.R. § 1201.56(b)(2)(i)(A). Generally, the Board has jurisdiction over OPM determinations affecting an appellant’s rights or interests under the Civil Service Retirement System (CSRS) only after OPM has issued a final or reconsideration decision.3 5 U.S.C. § 8347(d); Smith v. Office of Personnel Management , 114 M.S.P.R. 395, ¶ 8 (2010); 5 C.F.R. § 831.110. Nevertheless, the Board may 3 The administrative judge indicated that the appellant retired under CSRS and we discern no reason to disturb this finding. IAF, Tab 2 at 2-3; ID at 1-2.3 take jurisdiction over a retirement appeal in the absence of a final or reconsideration decision when the appellant has made repeated requests for such a decision and the evidence indicates that OPM does not intend to issue a reconsideration decision. Johnson v. Office of Personnel Management , 113 M.S.P.R. 118, ¶ 10 (2010). Here, it is undisputed that OPM has not issued a final decision in this matter. Moreover, as discussed below, we decline to take jurisdiction over the appeal in light of OPM’s statement that it intends to issue a final decision. The appellant requests that the Board intervene to stop OPM’s payments to his former spouse because OPM did not issue a final decision within 30 days. PFR File, Tab 2 at 3. He asserts that the divorce decree is the controlling document and that it does not identify the benefits to which his former spouse is entitled or how much or how long she is to receive any benefits. Id. He further asserts that he informed OPM that he never received or signed a QDRO4 and that OPM relied on a QDRO that was “not specific as to the length of [F]ederal employment during marriage because it had to be recalculated.” Id. As previously noted, OPM represented during the pendency of the appeal that it intended to issue a final decision. IAF, Tab 7 at 1. This weighs significantly against the Board taking jurisdiction in this appeal. See Johnson, 113 M.S.P.R. 118, ¶ 12 (exercising jurisdiction upon finding that, among other things, OPM did not assert, either before or during the appeal to the Board, that it planned to take further action in the appellant’s case); McNeese v. Office of Personnel Management , 61 M.S.P.R. 70, 71-74 (1994) (finding that, despite 4 The appellant provides a March 14, 1996 letter in which OPM informed him that his former spouse had submitted a divorce decree awarding her a portion of his future retirement benefits and that, as soon as it received a court-certified copy of the divorce decree and the QDRO, it would determine the court order acceptable for processing. PFR File, Tab 6 at 9-10. Under 5 C.F.R. § 1201.115, the Board will not consider evidence submitted for the first time with the petition for review absent a showing that it was unavailable before the record was closed despite the party’s due diligence. Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 214 (1980 ). The appellant has not made this showing.4 OPM’s long delay in issuing a final appealable decision, the Board lacked jurisdiction because OPM expressed an intent to issue a reconsideration decision), aff’d, 40 F.3d 1250 (Fed. Cir. 1994) (Table). Although the appellant indicates that OPM’s decision was unduly delayed, he has not provided evidence indicating that OPM does not intend to issue a final decision despite its representation during the status conference. Regarding the appellant’s remaining arguments on review, most of these arguments concern the merits of the appeal, which are not relevant to the dispositive jurisdictional issue. PFR File, Tab 2 at 3; see, e.g., Sapla v. Department of the Navy , 118 M.S.P.R. 551, ¶ 7 (2012) (finding that the appellant’s arguments on the merits of her appeal were irrelevant to the jurisdictional question). Accordingly, we find that the administrative judge properly dismissed this appeal for lack of jurisdiction. After OPM issues a final decision, the appellant may file an appeal with the appropriate regional office if he disagrees with that decision.5 See 5 U.S.C. § 8347(d); 5 C.F.R. § 831.110. Furthermore, considering the length of time OPM has taken to issue a final decision, the appellant may also appeal to the appropriate regional office if OPM fails to take such action within 30 calendar days of the date of this Final Order. Any future appeal must be filed within the time limits set forth in the Board’s regulations. See 5 C.F.R. § 1201.22(b)(1). 5 We make no finding as to whether any future Board appeal would be barred by the doctrines of res judicata or collateral estoppel.5 NOTICE OF APPEAL RIGHTS6 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 6 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.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.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. 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
Battle_John_D_DC-0831-19-0437-I-1__Final_Order.pdf
2024-07-12
JOHN D. BATTLE v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-19-0437-I-1, July 12, 2024
DC-0831-19-0437-I-1
NP
988
https://www.mspb.gov/decisions/nonprecedential/Hollings_Ricky_N_AT-844E-20-0492-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD RICKY NELSON HOLLINGS, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-844E-20-0492-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ricky Nelson Hollings , Columbia, South Carolina, pro se. Moraima Alvarez , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the decision by the Office of Personnel Management dismissing his application for disability retirement as untimely filed. On petition for review, the appellant states that he is appealing the reconsideration decision and “the receipt 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 document for reconsideration.” Petition for Review File, Tab 1 at 3. Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). NOTICE OF APPEAL RIGHTS2 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.2 filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 3 (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. 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
Hollings_Ricky_N_AT-844E-20-0492-I-1__Final_Order.pdf
2024-07-12
RICKY NELSON HOLLINGS v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-844E-20-0492-I-1, July 12, 2024
AT-844E-20-0492-I-1
NP
989
https://www.mspb.gov/decisions/nonprecedential/McClain_Gloria_Y_DC-0831-19-0020-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD GLORIA Y. MCCLAIN, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DC-0831-19-0020-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Gloria Y. McClain , Clinton, Maryland, pro se. Alison Pastor , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner , Member* *Member Kerner did not participate in the adjudication of this appeal. 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 ineligible to receive annuity benefits under the Civil Service Retirement System (CSRS). Generally, we grant petitions such as this one only in the following 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The following facts are undisputed. Between 1980 and 1986, the appellant was employed by the U.S. Air Force, first at Maxwell Air Force Base, Alabama, then in Washington, D.C. Initial Appeal File (IAF), Tab 11 at 19, 21. Her service with the Air Force was covered by CSRS. Id. at 19. She resigned from her position as a Secretary in June 1986 and submitted to OPM a request for the refund of her retirement deductions. Id. at 19, 21. On August 4, 1986, OPM refunded her retirement deductions for that period of service in the amount of $5,538.33. Id. at 12. In 1992, the appellant reentered the Federal service as a Program Specialist for the Department of State in Washington, D.C. IAF, Tab 1 at 2, Tab 11 at 10, Tab 16, Hearing Compact Disc (HCD) (testimony of the appellant). Due to the emotional effects of the deaths of her mother, father, and sister in 2011 and 2012, the appellant resigned from that position in 2015. IAF, Tab 11 at 17, Tab 14 at 2; HCD (testimony of the appellant). On April 8, 2015, she requested a refund of2 her retirement deductions for her service with the Department of State.2 IAF, Tab 11 at 14-15. OPM issued the appellant a refund of her deductions in the amount of $12,294.29. Id. at 12, 17-18. Thereafter, the appellant submitted an Application for Deferred Retirement. Id. at 9-11. On July 20, 2018, OPM issued the appellant a final decision informing her that she was not eligible to receive annuity benefits under CSRS because she had previously requested and received refunds of her deductions. Id. at 12-13. The appellant filed the instant appeal with the Board challenging OPM’s decision. IAF, Tab 1. After holding a telephonic hearing during which the appellant was the only witness to testify, the administrative judge issued an initial decision agreeing with OPM and finding that the appellant failed to show that she was entitled to an annuity. IAF, Tab 17, Initial Decision (ID) at 3-4. The appellant has filed a petition for review, and OPM has responded. Petition for Review (PFR) File, Tabs 1, 4. DISCUSSION OF ARGUMENTS ON REVIEW The appellant bears the burden of proving her entitlement to the retirement benefits she seeks by a preponderance of the evidence. See Cheeseman v. Office of Personnel Management , 791 F.2d 138, 140-41 (Fed. Cir. 1986); 5 C.F.R. § 1201.56(b)(2)(ii). An employee’s request and receipt of a refund of her CSRS contributions generally extinguishes her right to receive a retirement annuity, unless she is later reemployed in a covered position and makes a redeposit of previous retirement contributions. Youngblood v. Office of Personnel Management, 108 M.S.P.R. 278, ¶ 12 (2008). 2 The Application for Refund of Retirement Deductions shows that the appellant requested a refund of her deductions from 1987 through 2015. IAF, Tab 11 at 14. However, the appellant testified that she was employed as a Government contractor prior to her reentry into the civil service in 1992. HCD (testimony of the appellant). Thus, her time between 1987 and 1992 was not covered by CSRS, and she did not receive a refund for that time period. 3 OPM’s letter informing the appellant that she was not entitled to an annuity explained that she filed for and received refunds of her deductions for the time periods for which she would have been eligible to collect an annuity. IAF, Tab 11 at 12. It further informed her that those refunds voided her right to an annuity, and that because she was not currently employed by the Federal Government, she was not eligible to make a redeposit of the refunds. Id. The administrative judge agreed with OPM, finding that the appellant did not deny applying for and receiving the refunds and noting that she had not alleged that she is reemployed with the Federal Government. ID at 4. Based on the well-established principle that an employee cannot collect an annuity when she has requested and received a refund of her retirement deductions, and is not reemployed with the Federal Government, we agree with OPM and the administrative judge that the appellant is not eligible to collect an annuity. See Youngblood, 108 M.S.P.R. 278, ¶ 12. In her petition for review, the appellant argues that she suffered from depression and was unable to make sound decisions when she elected to apply for the refunds of her retirement deductions. PFR File, Tab 1 at 4. She further argues that the administrative judge and OPM did not consider her mental state when issuing their decisions. Id. We find these arguments to be without merit. The initial decision reflects that the administrative judge considered the appellant’s mental health status, stating that he was sympathetic to her situation, but found that she was nonetheless not eligible to receive an annuity. ID at 4. Regarding whether the appellant’s mental state impacts her eligibility to collect an annuity, the Board and its reviewing court have considered an exception to the general rule that receipt of a refund of deductions voids an annuity, finding that an individual who was mentally incompetent at the time she applied for and received the refund is not responsible for that election. Wadley v. Office of Personnel Management , 103 M.S.P.R. 227, ¶ 11 (2006); see Yarbrough v. Office of Personnel Management , 770 F.2d 1056, 1060-61 (Fed. Cir.4 1985) (considering a claim that an individual’s election to receive a refund of her retirement contributions was not binding because she was not competent, but concluding that the evidence did not support a finding of mental incompetence). We find this exception inapplicable here because the record does not support a finding that the appellant was incompetent when she elected to request a refund of her deductions. The doctor’s note upon which the appellant relied below is dated March 18, 2019, and states that she has been under the physician’s care for 9 years. IAF, Tab 14 at 4. Thus, this physician was not treating the appellant at the time of her first request for a refund of her deductions in 1986 and cannot attest to her mental state at that time. The letter goes on to summarize the appellant’s depression and attributes it to the death of her mother and the loss of her job. Id. Concerning the appellant’s decision to request a refund of her deductions in 2015, the physician stated, “[o]bviously, she had abnormal thinking and could not make such decisions.” Id. Although we sympathize with the appellant, we find this statement to be insufficient to establish that she was incompetent to make the decisions at issue here. The record contains no evidence that she was formally adjudicated to be incompetent or that a legal guardian has been appointed for her at any time. Therefore, we find that the appellant’s mental state does not exempt her from the general rule that a refund of deductions voids a future annuity. See Yarbrough, 770 F.2d at 1061 (considering whether an appellant was formally declared incompetent or had a legal guardian as relevant factors in assessing competency). The appellant also argues on review that OPM incorrectly placed her in the Federal Employees Retirement System (FERS) and that she never received counseling on retirement issues when she left the Federal service. PFR File, Tab 1 at 4-5. We find these arguments also to be without merit. The appellant has not pointed to any document indicating that she was placed in FERS; her applications for refunds of her deductions, her application for deferred retirement, and OPM’s decision all reference CSRS. IAF, Tab 11 at 9 -21. Nonetheless, the5 principle that the request and receipt of a refund of deductions voids eligibility for an annuity applies regardless of whether the employee made retirement contributions to CSRS or FERS. See 5 U.S.C. §§ 8342(a), 8424(a). Regarding the assertion that OPM never counseled the appellant on retirement issues upon her resignation, the record reflects that the appellant was on notice that the request and receipt of a refund of her deductions would void her eligibility to collect an annuity. The 1986 Application for Refund of Retirement Deductions informed the appellant that “[i]f you have more than 5 years of service, you may be entitled to annuity rights which will be forfeited by payment of this refund unless you are later reemployed subject to the Civil Service Retirement Law.” IAF, Tab 11 at 20. Therefore, the appellant was aware as early as 1986 that a refund of her deductions would impact her eligibility for an annuity. Regarding her second request for a refund, although the full documentation for that request does not appear to be included in the record, the relevant form that she completed, Standard Form 2802, id. at 14-16, is available on OPM’s website and provides instructions for the completion of the form, including a caution that an applicant’s entitlement to an annuity will be forfeited upon the receipt of a refund. Regardless of the appellant’s claims below and on review, OPM cannot be required to pay an annuity when an applicant does not meet the statutory requirements for it. See Office of Personnel Management v. Richmond, 496 U.S. 414, 423-24, 434 (1990) (concluding that payment of an annuity that would be in direct contravention of the Federal statute upon which the applicant’s ultimate claim to the funds must rest would violate the Appropriations Clause of the Constitution); see also Pagum v. Office of Personnel Management, 66 M.S.P.R. 599, 601 (1995) (stating that when an applicant does not meet the requirements for an annuity, OPM cannot be required to pay the annuity). 6 Based on the foregoing, we deny the appellant’s petition for review and affirm the initial decision, which affirmed the final decision by OPM denying the appellant’s application for CSRS annuity benefits. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). 3 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on8 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) or9 other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 10 Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.11
McClain_Gloria_Y_DC-0831-19-0020-I-1__Final_Order.pdf
2024-07-12
GLORIA Y. MCCLAIN v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DC-0831-19-0020-I-1, July 12, 2024
DC-0831-19-0020-I-1
NP
990
https://www.mspb.gov/decisions/nonprecedential/Robinson_Chanie_L_AT-0843-20-0062-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHANIE L. ROBINSON, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0843-20-0062-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Chanie L. Robinson , Tampa, Florida, pro se. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed her appeal of a reconsideration decision of the Office of Personnel Management (OPM) as untimely filed without good cause. 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). DISCUSSION OF ARGUMENTS ON REVIEW The appellant challenges the initial decision, dismissing her appeal as untimely without good cause. She argues, for the first time on review, that her appeal was timely filed on October 22, 2019, because she received the reconsideration decision of OPM on October 5, 2019. Petition for Review (PFR) File, Tab 1 at 4. In support of her argument, she submits an envelope bearing an illegible postmark, which she asserts is October 2, 2019. PFR File, Tab 3 at 2, 4. In her narrative response, she provides information regarding contacts that she made with an employee with OPM concerning her reconsideration request and information regarding the Board that she sought prior to filing her appeal. Id. at 2. In the Order on Timeliness issued on October 29, 2019, the administrative judge specifically informed the appellant that her appeal may be dismissed if she did not show that it is either timely or that good cause for waiving the filing requirement existed. Initial Appeal File (IAF), Tab 5 at 1-3. The order also2 informed her that she should not wait to submit any argument and evidence on the timeliness issue at a later time. Id. at 4. The appellant did not respond to the order. In her petition for review, she does not dispute that she did not respond to the order or offer an explanation for not responding to the timeliness order. PFR File, Tabs 1, 3.2 When, as here, an appellant fails to respond to an administrative judge’s order, the U.S. Court of Appeals for the Federal Circuit, our reviewing court, has found that she does so at her peril and that all litigants before the Board are obligated to respect the Board’s procedures and the orders of the administrative judges. Mendoza v. Merit Systems Protection Board , 966 F.2d 650, 653 (Fed. Cir. 1992) (en banc). Therefore, the court has affirmed the Board’s dismissal of appeals based on untimeliness when the appellants fail to respond to orders on timeliness issued by administrative judges. Aaron v. Merit Systems Protection Board , 626 F. App’x 283, 285 (Fed. Cir. 2015);3 Cheguina v. Merit Systems Protection Board , 69 F.3d 1143, 1146 (Fed. Cir. 1995); Mendoza, 966 F.2d at 654. Furthermore, the Board has generally found that it will not consider on review an argument regarding the timeliness of an appeal when the administrative judge dismissed the appeal after an appellant has inexplicably failed to respond to a timeliness order. See, e.g., Brown v. U.S. Postal Service , 2 The administrative judge issued the initial decision after the time limit for the appellant’s response to the timeliness order was due and she had not filed a response, but before the time had expired for the agency’s response. IAF, Tab 5 at 4. This was error. However, we discern no prejudice to the appellant’s rights because she was given her full opportunity to provide evidence and argument on the timeliness issue. 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); see also Gala v. U.S. Postal Service , 38 M.S.P.R. 474, 478 (1988) (affirming the dismissal of an appeal as untimely when the premature closing of the record by the administrative judge did not denigrate the appellant’s substantive rights), aff’d, 878 F.2d 1445 (Fed. Cir. 1989) (Table). 3 The Board may rely on unpublished Federal Circuit decisions if it finds the court’s reasoning to be persuasive. Mauldin v. U.S. Postal Service , 115 M.S.P.R. 513, ¶ 12 (2011).3 52 M.S.P.R. 118, 121-22 (1992); Sledge v. Department of Justice , 44 M.S.P.R. 455, 459, aff’d, 923 F.2d 870 (Fed. Cir. 1990) (Table). Given the circumstances that the administrative judge specifically informed the appellant that her appeal would be dismissed on the basis of untimeliness if she did not prove that it was either timely filed or that good cause existed for waiving the Board’s filing requirement, and that she should not wait to submit any argument and evidence at another time, and she offers no explanation regarding why she did not raise the timeliness argument below, she has failed to show that the Board should consider her argument on review. See Cheguina, 69 F.3d at 1147; Brown, 52 M.S.P.R. at 121-22. 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. 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 (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 you5 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: 6 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. 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
Robinson_Chanie_L_AT-0843-20-0062-I-1__Final_Order.pdf
2024-07-12
CHANIE L. ROBINSON v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0843-20-0062-I-1, July 12, 2024
AT-0843-20-0062-I-1
NP
991
https://www.mspb.gov/decisions/nonprecedential/Shandler_Joshua__D_PH-844E-19-0163-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOSHUA D. SHANDLER, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER PH-844E-19-0163-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Lawrence A. Berger , Esquire, Glen Cove, New York, for the appellant. Albert Pete Alston, Jr. and Linnette Scott , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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 the appellant’s application for disability retirement benefits under 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). Federal Employees’ Retirement System. On petition for review, the appellant reiterates the arguments he made below that he suffers from Attention Deficit Hyperactivity Disorder, which renders him unable to carry a firearm, an essential duty of his Postal Inspector position. He also reiterates his argument that, regardless of his specific diagnosis, because his medical condition makes him unable to carry a firearm, he has established that his medical condition is incompatible with either useful or efficient service in his position. 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 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 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 at3 http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the 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 , 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,4 and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.3 The court of appeals must receive your 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review 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. 115-195,5 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. 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
Shandler_Joshua__D_PH-844E-19-0163-I-1_Final_Order.pdf
2024-07-12
JOSHUA D. SHANDLER v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. PH-844E-19-0163-I-1, July 12, 2024
PH-844E-19-0163-I-1
NP
992
https://www.mspb.gov/decisions/nonprecedential/Simon_Sharon_L_AT-0845-20-0227-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD SHARON L. SIMON, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0845-20-0227-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Sharon L. Simon , Homosassa, Florida, pro se. Carla Robinson , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed for lack of jurisdiction her appeal from the final decision of the Office of Personnel Management (OPM) finding her ineligible for Federal Employees’ Group Life Insurance (FEGLI). 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 and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant retired under the Federal Employees’ Retirement System effective December 2018. Initial Appeal File (IAF), Tab 1 at 9. At some point, she requested to continue her FEGLI into retirement. Id. OPM issued a final decision on December 11, 2019, determining, as relevant here, that the appellant was ineligible to continue her FEGLI benefits into retirement. Id. at 10-11. The appellant filed an appeal with the Board challenging this determination. IAF, Tab 1 at 2, Tab 11 at 3. OPM subsequently moved to dismiss the appeal, asserting that claims relating to the method and manner by which OPM administers FEGLI are generally not within the Board’s jurisdiction. IAF, Tab 10 at 4. The administrative judge issued an order to the appellant to show cause why the Board has jurisdiction over her appeal. IAF, Tab 12. The appellant responded to the administrative judge’s order arguing that the Board has jurisdiction because OPM’s final decision “instructed and directed [her] to appeal2 this matter to the Board.” IAF, Tab 15 at 4. The administrative judge issued an initial decision based on the written record because the appellant withdrew her request for a hearing. IAF, Tab 1 at 1, Tab 5 at 3, Tab 16, Initial Decision (ID) at 1. The administrative judge found that the Board lacks jurisdiction over the appeal. ID at 1, 3. The appellant has filed a petition for review. Petition for Review (PFR) File, Tab 1. The agency has filed a response to the petition for review. PFR File, Tab 4. 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). On review, the appellant requests the Board to order OPM to reinstate her life insurance. PFR File, Tab 1 at 4-5. We discern no basis to disturb the administrative judge’s determination that the Board generally does not have jurisdiction over claims concerning the Federal employee life insurance program. ID at 2; Chamblin v. Office of Personnel Management , 112 M.S.P.R. 266, ¶ 7 (2009). Here, the appellant challenges OPM’s determination that she is ineligible for FEGLI benefits. PFR File, Tab 1 at 4-5; 5 C.F.R. § 870.701(a)(2). The Board recognizes several exceptions to the general rule that it lacks jurisdiction over OPM decisions concerning the administration of life insurance programs. One exception is OPM’s failure to explain its deductions for such insurance premiums in the context of a petition to enforce a Board’s order to OPM to award an annuity. Chamblin, 112 M.S.P.R. 266, ¶¶ 11-12. Another exception concerns requests for waiving repaying annuity overpayments caused by the retroactive application of FEGLI premiums. Id., ¶¶ 13-14. The appellant’s circumstances here do not fall under these exceptions. She is not seeking to3 enforce a Board order or waive an overpayment resulting from a retroactive deduction of FEGLI premiums. IAF, Tab 1 at 7, 9-11. Further, to the extent that the appellant argues that the Board possesses jurisdiction over her appeal based on the notice of appeal rights provided by OPM in its final decision, we note that the mere fact that the agency informed the appellant that she may have a right of appeal to the Board does not confer jurisdiction on the Board.1 PFR File, Tab 1 at 4; Morales v. Social Security Administration, 108 M.S.P.R. 583, ¶ 5 (2008). Accordingly, we affirm the administrative judge’s decision to dismiss this appeal from OPM’s determination of FEGLI eligibility 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. 1 The appellant resubmits with her petition for review documents related to OPM’s FEGLI eligibility determination. PFR File, Tab 1 at 6-10; IAF, Tab 15 at 6-10. We have considered these documents again on review, as they pertain to the issue of jurisdiction, a matter that may be raised at any time during the Board proceedings. Pirkkala v. Department of Justice , 123 M.S.P.R. 288, ¶ 5 (2016). However, we find that they do not change the outcome in this matter. 2 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.4 Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (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.3 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). 3 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Simon_Sharon_L_AT-0845-20-0227-I-1_Final_Order.pdf
2024-07-12
SHARON L. SIMON v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0845-20-0227-I-1, July 12, 2024
AT-0845-20-0227-I-1
NP
993
https://www.mspb.gov/decisions/nonprecedential/Harper_CharlesDA-0752-20-0406-I-1_Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHARLES R. HARPER, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DA-0752-20-0406-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jeff Letts , Esquire, Ruther Glen, Virginia, for the appellant. Steven E. Coney , Esquire, Dallas, Texas, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed his removal based on the charge of unacceptable conduct (four specifications). Generally, we grant petitions such as this one only in the following circumstances: the initial decision contains erroneous findings of material fact; the initial decision is based on an erroneous interpretation of statute 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). On petition for review, the appellant does not challenge the administrative judge’s findings sustaining the charge of unacceptable conduct. Petition for Review (PFR) File, Tab 1 at 4-6; Initial Appeal File (IAF), Tab 19, Initial Decision (ID) at 3-9. Rather, he argues again on review that there was no nexus between his misconduct and the efficiency of the service because his work performance was not affected, and he further asserts that the agency incurred no additional monetary costs and that his “actions did not harm the [a]gency in any way.” PFR File, Tab 1 at 4-5; IAF, Tab 14 at 4. He also repeats his arguments that the removal penalty was unreasonable and punitive. PFR File, Tab 1 at 5-6; IAF, Tab 14 at 5. The appellant’s mere disagreement with the administrative judge’s well-reasoned findings regarding nexus and penalty does not provide a basis for us to reweigh the evidence or substitute our assessment of the evidence for that of the administrative judge. 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). The administrative judge properly found that the agency established a nexus between the appellant’s2 misconduct involving the use of his agency-issued equipment at work, and the efficiency of the service. ID at 9-10; see Campbell v. Department of the Army , 123 M.S.P.R. 674, ¶ 24 (2016) (noting that there is a presumption of nexus when the misconduct occurred at work); see also Els v. Department of the Army , 82 M.S.P.R. 27, ¶ 11 (1999) (finding that a nexus exists between the efficiency of the service and misuse of Government property). Finally, the record supports the administrative judge’s finding that the penalty of removal was reasonable and that the deciding official had considered the relevant factors. ID at 10-12; see Pinegar v. Federal Election Commission , 105 M.S.P.R. 677, ¶ 53 (2007); Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305 -06 (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. 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: 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 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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
Harper_CharlesDA-0752-20-0406-I-1_Final_Order.pdf
2024-07-12
CHARLES R. HARPER v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DA-0752-20-0406-I-1, July 12, 2024
DA-0752-20-0406-I-1
NP
994
https://www.mspb.gov/decisions/nonprecedential/Ortiz_AlfredoDA-0752-19-0337-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ALFREDO ORTIZ, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DA-0752-19-0337-I-1 DATE: July 12, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jose Menchaca , San Antonio, Texas, for the appellant. Austin D. Black , Esquire, and Richard G. Saliba , Esquire, Dallas, Texas, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which dismissed his constructive suspension 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 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). 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). As correctly explained in the initial decision, to establish the Board’s jurisdiction in a constructive suspension appeal, an appellant must prove, among other things, that he lacked a meaningful choice in the matter and it was the agency’s wrongful actions that deprived him of that choice. Initial Appeal File (IAF), Tab 16, Initial Decision (ID) at 5; see Thomas v. Department of the Navy , 123 M.S.P.R. 628, ¶9 (2016); Bean v. U.S. Postal Service , 120 M.S.P.R. 397, ¶ 8 (2013); see also 5 C.F.R. § 1201.56(b)(2)(i)(A) (providing that the appellant has the burden of proof regarding jurisdictional issues).2 In such an appeal, an appellant is entitled to a jurisdictional hearing if he makes a nonfrivolous allegation3 of Board jurisdiction. ID at 4; see Thomas, 123 M.S.P.R. 628, ¶ 11. For the reasons described in the initial decision, we agree with the administrative judge’s finding that the appellant failed to make a nonfrivolous 2 The appellant does not dispute, and we discern no reason to disturb, the administrative judge’s finding that the appellant has adverse-action appeal rights under 5 U.S.C. chapter 75 because he is a preference-eligible Postal Service employee who has completed 1 year of current continuous service in the same position. ID at 3-4; see Henderson v. U.S. Postal Service , 95 M.S.P.R. 454, ¶ 4 (2004). 3 A nonfrivolous allegation is an assertion that, if proven, could establish the matter at issue. 5 C.F.R. § 1201.4(s).2 allegation of the Board’s jurisdiction over the appealed matter as a constructive suspension. ID at 5-6. Specifically, she found that, although he nonfrivolously alleged that he lacked a meaningful choice as to his absence, he failed to nonfrivolously allege that his absence was due to the agency’s wrongful actions. Id.; see Romero v. U.S. Postal Service , 121 M.S.P.R. 606, ¶ 9 (2014) (concluding that the Board lacked jurisdiction over the constructive suspension appeal because, although the agency’s decision not to return the appellant to work with medical restrictions deprived him of a meaningful choice in the matter, the agency did not act improperly in refusing to allow him to return to work) . On petition for review, the appellant argues that the Board has jurisdiction over this constructive suspension appeal because he was forced to use sick leave for more than 14 days, citing Rutherford v. U.S. Postal Service , 112 M.S.P.R. 570 (2009), overruled by Abbott v. U.S. Postal Service , 121 M.S.P.R. 294 (2014). Petition for Review (PFR) File, Tab 1 at 3. In Rutherford, the Board found that the appellant made a nonfrivolous allegation of jurisdiction over a constructive suspension appeal that concerned the agency’s termination of her light-duty assignment and subsequent enforced leave action. Rutherford, 112 M.S.P.R. 570, ¶¶ 2, 8-9, 15. The Board overruled Rutherford in Abbott, which clarified that an agency’s placement of an employee on enforced leave for more than 14 days constitutes an appealable suspension within the Board’s jurisdiction that should not be adjudicated using the jurisdictional framework for constructive suspensions. Abbott, 121 M.S.P.R. 294, ¶¶ 9-10. For the following reasons, we find Rutherford factually distinguishable from the instant appeal. Here, unlike in Rutherford, the agency did not terminate a light-duty assignment that the appellant had been performing or subject him to an enforced leave action. Cf. Rutherford, 112 M.S.P.R. 570, ¶¶ 2, 8. Instead, the appellant sought to return to work with medical restrictions after being absent on approved leave to recover from an off-the-job injury. ID at 2; IAF, Tab 1 at 6, Tab 7 at 15, Tab 14. Under the circumstances of this appeal, we find that the3 administrative judge properly adjudicated the appealed matter as an alleged constructive suspension and found the enforced leave analysis inapposite. ID at 4 n.1; see Romero, 121 M.S.P.R. 606, ¶ 8. Moreover, the appellant’s argument that he was forced to take leave when he sought to return to work and was prevented from doing so for more than 14 days does not render the matter an appealable suspension under Abbott rather than a constructive suspension under Bean. See Romero, 121 M.S.P.R. 606, ¶ 9 n.2 (rejecting such an argument in a constructive suspension appeal). The appellant further argues on review that the agency wrongly required him to submit additional medical documentation and refused to return him to work. PFR File, Tab 1 at 3. When an employee voluntarily takes leave, an agency may properly refuse to allow him to resume working if he does not satisfy the agency’s conditions for returning to work. Rosario-Fabregas v. Merit Systems Protection Board , 833 F.3d 1342, 1347 (Fed. Cir. 2016). In those circumstances, the agency’s refusal to allow the employee to return to work does not amount to a constructive suspension. Id. In finding that the appellant failed to nonfrivolously allege that his absence was due to a wrongful agency action, the administrative judge relied on sections 865.1 and 865.3 of the agency’s Employee and Labor Relations Manual (ELM). ID at 6; IAF, Tab 11 at 14-15. The appellant does not dispute that he is covered by such ELM sections. PFR File, Tab 1. Among other things, ELM sections 865.1 and 865.3 provide that management can require employees who have been absent for medical reasons to submit detailed medical documentation in order to clear their return to work when management has a reasonable belief, based upon reliable and objective information, that the employee may not be able to perform the essential functions of his position. IAF, Tab 11 at 14-15. ELM section 865.1 further provides that the decision to clear an employee to return to work rests with management. Id. at 14. 4 As discussed in the initial decision, when the appellant initially sought to return to work after recovering from an off-the-job injury, he gave the agency a physician’s note certifying that he was restricted from lifting more than 25 pounds. ID at 2; IAF, Tab 1 at 6, Tab 7 at 15. The agency did not allow him to return to work, but his supervisor told him what medical documentation he needed to obtain from his physician for clearance to return to work. ID at 2; IAF, Tab 8 at 3. The appellant subsequently gave the agency a Work Restriction Evaluation Form in which his physician again certified that he was restricted from lifting more than 25 pounds. ID at 2; IAF, Tab 7 at 16. The job description for the appellant’s City Carrier position states that an incumbent “[m]ay be required to carry mail weighing up to 35 pounds in shoulder satchels or other equipment and to load or unload container[s] of mail weighing up to 70 pounds.” ID at 5; IAF, Tab 7 at 31. The administrative judge found that the physician’s certifications, on their face, indicated the appellant could not perform the essential functions of his City Carrier position. ID at 6. The appellant does not challenge this finding on review, and we discern no reason to disturb it. Importantly, he does not dispute that, based on the City Carrier job description and his physician’s certifications, his position required him to lift more weight than his medical restrictions allowed. IAF, Tab 7 at 15-16, 31. After considering the circumstances of this appeal and the ELM sections described above, we find that the appellant has failed to make a nonfrivolous allegation that the agency acted improperly in requiring him to submit more detailed medical documentation and in deciding not to clear his return to work. In addition, we agree with the administrative judge’s finding that, absent an otherwise appealable action, the Board lacks jurisdiction over the appellant’s claims of prohibited personnel practices and harmful procedural errors. PFR File, Tab 1 at 3; ID at 6-7; see 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). Although we have considered such claims to the extent they bear on the jurisdictional issue, for the5 reasons discussed above and in the initial decision, we find that the appellant has failed to make a nonfrivolous allegation that any wrongful agency action precipitated his absence. Cf. Rosario-Fabregas v. Department of the Army , 122 M.S.P.R. 468, ¶ 20 (2015) (considering the appellant’s discrimination and reprisal claims to the extent they related to the jurisdictional issue in a constructive suspension appeal), aff’d, 833 F.3d 1342 (Fed. Cir. 2016). Because the appellant has failed to meet his jurisdictional burden, we decline to address his due process claim. PFR File, Tab 1 at 3; cf. Abbott, 121 M.S.P.R. 294, ¶ 8 (observing that, if an appellant establishes jurisdiction over a constructive suspension, the Board will reverse the agency’s action on due process grounds without proceeding to the merits). The appellant’s remaining argument that he was not made part of the telephonic status conference does not provide a basis to disturb the initial decision. PFR File, Tab 1 at 3. In particular, he argues that he was not able to ask questions at the status conference, which harmed his ability to obtain a settlement or to convince the administrative judge to hold a hearing. Id. The appellant has failed to explain how his inability to attend the status conference constitutes an adjudicatory error, especially when the record reflects that his representative was in attendance. IAF, Tab 10 at 1. Moreover, in the Acknowledgment Order, the administrative judge informed the parties of the settlement process and told them that they could contact her to seek clarification. IAF, Tab 2 at 1, 7, 13-14. Further, in the Order and Summary of Telephonic Status Conference, she updated them on the status of settlement discussions and apprised them of what was required to obtain a hearing. IAF, Tab 10 at 1, 5-6. Thus, we find that the appellant has failed to show that his substantive rights were harmed by his inability to ask questions at the status conference. 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) .6 Accordingly, we affirm the initial decision dismissing this appeal for lack of jurisdiction.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. 4 The appellant does not dispute, and we discern no reason to disturb, the administrative judge’s findings that the Board lacks jurisdiction over the appealed matter as a negative suitability determination or an alleged violation of his restoration rights under the Federal Employees’ Compensation Act (FECA). ID at 6 n.5; see, e.g., Hamilton v. U.S. Postal Service, 123 M.S.P.R. 404, ¶¶ 9, 14 (2016) (finding that the appellant had no restoration rights under FECA based on a medical condition that was not job-related); see also, e.g., Besemer v. U.S. Postal Service , 77 M.S.P.R. 260, 263 n.2 (1998) (finding that an appellant who was a Postal Service employee had no right to appeal an alleged suitability determination based, in part, on the fact that Postal Service positions are in the excepted service). 5 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.7 (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 you8 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: 9 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. 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
Ortiz_AlfredoDA-0752-19-0337-I-1__Final_Order.pdf
2024-07-12
ALFREDO ORTIZ v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DA-0752-19-0337-I-1, July 12, 2024
DA-0752-19-0337-I-1
NP
995
https://www.mspb.gov/decisions/nonprecedential/Allen_John_A_AT-0752-22-0152-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD JOHN A. ALLEN, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER AT-0752-22-0152-I-1 DATE: July 11, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Jesse Kelly , Esquire, Atlanta, Georgia, for the appellant. Roderick D. Eves , St. Louis, Missouri, for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which sustained the appellant’s removal for failure to follow instructions. 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 this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review. Except as expressly MODIFIED concerning the administrative judge’s application of the Whistleblower Protection Act (WPA), as amended, to the appellant’s affirmative defenses, we AFFIRM the initial decision. BACKGROUND The appellant was employed as a City Carrier with the U.S. Postal Service. Initial Appeal File (IAF), Tab 1 at 1, Tab 7 at 19. On July 6, 2021, his supervisor proposed his removal based on the charge of failure to follow instructions. IAF, Tab 7 at 27-30. The deciding official issued a Letter of Decision on November 15, 2021, agreeing with the proposed removal. Id. at 20-23. The appellant filed a Board appeal challenging the agency’s charge and raising affirmative defenses of a violation of due process and retaliation for activity such as filing grievances. IAF, Tab 1 at 1, Tab 19 at 4-8, Tab 25 at 2-3. Following a hearing, IAF, Tab 27, Hearing Recording (HR), the administrative judge issued an initial decision sustaining the removal action, IAF, Tab 29, Initial Decision (ID) at 15. Specifically, the administrative judge found that the agency proved its charge of failure to follow instructions, established a nexus between the misconduct and the efficiency of the service, and showed that the penalty of removal was reasonable. ID at 3-8, 13-15. He found that the appellant failed to 3 prove his affirmative defenses of a due process violation or a prohibited personnel practice as described in 5 U.S.C. § 2302(b)(8) or (b)(9)(A)(i), (B), (C), or (D). ID at 8-12. The administrative judge further found that the appellant belatedly raised harmful procedural error for the first time during the hearing and, in any event, failed to prove this claim. ID at 12-13. The appellant has filed a petition for review, and the agency has responded in opposition to the petition. Petition for Review (PFR) File, Tabs 1, 3. DISCUSSION OF ARGUMENTS ON REVIEW The appellant argues that the administrative judge erred in finding that the agency proved its charge of failure to follow instructions, which involved the appellant’s repeated refusal to deliver mail to a particular residential address. PFR File, Tab 1 at 5-7; IAF, Tab 7 at 27-30; ID at 3-8. More specifically, the appellant challenges the administrative judge’s factual finding that the appellant was not placed in a clearly dangerous situation that justified his disobedience as alleged. PFR File, Tab 1 at 5-7; ID at 3-8. We give due deference to the administrative judge’s credibility determination and assessment of the appellant’s testimony at the hearing. ID at 7-8; see Haebe v. Department of Justice , 288 F.3d 1288, 1301 (Fed. Cir. 2002). We find no error in his finding that the agency proved its charge. See Crosby v. U.S. Postal Service , 74 M.S.P.R. 98, 106 (1997); Broughton v. Department of Health & Human Services , 33 M.S.P.R. 357, 359 (1987). The appellant also reraises the following affirmative defenses: (1) a due process violation based on the deciding official’s alleged reliance on ex parte information that the appellant was “terminated multiple times” in his Douglas2 factors analysis; and (2) retaliation for an alleged protected disclosure of an attempted assault by a resident at the address and for filing equal employment 2 In Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981), the Board articulated a nonexhaustive list of factors relevant to the penalty determination in adverse actions. 4 opportunity (EEO) complaints. PFR File, Tab 1 at 7-11. He argues that the administrative judge erred in finding that he failed to prove these defenses. Id. The administrative judge correctly found no due process violation. We find no material error in the administrative judge’s finding of fact that the deciding official understood the reference to multiple terminations in the decision letter to be a typographical error and thus did not receive or consider ex parte information concerning terminations in reaching his decision. ID at 8-9. We do not find a sufficiently sound reason for overturning the administrative judge’s conclusion that the deciding official’s testimony was both credible and persuasive on the issue. See Haebe, 288 F.3d at 1301. The appellant was on notice of all the prior discipline that the deciding official actually considered in reaching his decision. Thus, we affirm the administrative judge’s finding of no due process violation. We affirm, as modified, the administrative judge’s conclusion that the appellant failed to prove his other affirmative defenses. We modify the administrative judge’s analysis of the appellant’s retaliation defenses because he applied the incorrect legal framework as explained herein. ID at 10-12. Retaliation for disclosures to the agency of an attempted assault by a customer on his mail route On review, the appellant argues that he made a protected “whistleblowing” disclosure when he reported to the agency that he was attacked by a customer in the course of his duties on March 22, 2021. PFR File, Tab 1 at 10-11 (citing IAF, Tab 7 at 39). The administrative judge applied the incorrect standard of proof to this claim. ID at 10-11. The “contributing factor” standard of proof set forth in 5 U.S.C. § 1221(e)(1) is inapplicable to the analysis of reprisal claims by Postal Service employees, who are not employees of an “agency” covered under the WPA, as amended. Matthews v. U.S. Postal Service , 93 M.S.P.R. 109, ¶ 13 (2002); Mack v. U.S. Postal Service , 48 M.S.P.R. 617, 621 (1991); see 5 U.S.C. 5 § 2302(a)(2)(C); Banks v. Merit Systems Protection Board , 854 F.3d 1360, 1362-63 (Fed. Cir. 2017) (finding that the U.S. Postal Service is not an Executive agency for the purposes of Title 5). We therefore vacate the administrative judge’s analysis and apply the higher standard of proof set forth in Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986), to the appellant’s claims of retaliation under 5 U.S.C. § 2302(b)(8)(A)(i) or 2302(b)(9)(A)(i). See Mack, 48 M.S.P.R. at 621-22. In order to prove reprisal under the Warren standard, the appellant has the burden of showing the following: (1) a protected disclosure was made; (2) the accused official knew of the disclosure; (3) the adverse action under review could have been retaliation under the circumstances; and (4) there was a genuine nexus between the alleged retaliation and the adverse action. Warren, 804 F.2d at 656–58; Mack, 48 M.S.P.R. at 621-22.3 We are unpersuaded by the appellant’s apparent argument that his disclosure of a crime by a non-Government actor, i.e., the attempted assault by a resident to whom he was delivering mail, constituted a protected disclosure under 5 U.S.C. § 2302(b)(8)(A)(i) and 5 U.S.C. § 2302(b)(9)(A)(i), as these sections were intended to protect disclosures of Government wrongdoing. PFR File, Tab 1 at 11; IAF, Tab 7 at 39-40; see Covington v. Department of the Interior , 2023 MSPB 5, ¶ 16 (stating that a disclosure of wrongdoing committed by a non-Federal Government entity may be protected only when the Government’s interests and good name are implicated in the alleged wrongdoing); Arauz v. Department of Justice , 89 M.S.P.R. 529, ¶¶ 6-7 (2001). Thus, the appellant has not met his burden of proof regarding his affirmative defense of a prohibited personnel practice under 5 U.S.C. § 2302(b)(8)(A)(i) or 2302(b)(9)(A)(i). See Warren, 804 F.2d at 656-68. 3 The administrative judge cited the correct standard of proof in the prehearing order. IAF, Tab 25 at 2. 6 Reprisal for protected grievance activity The administrative judge applied erroneously the standards set forth in 5 U.S.C. § 1221(a) to the present case by limiting consideration to claims of reprisal for protected activity under section 2302(b)(9)(A)(i), i.e., complaints involved in remedying a violation of section 2302(b)(8). ID at 11, 13 n.5. As the Board has independent jurisdiction over the appellant’s removal action, the appellant may bring an affirmative defense of reprisal for activity protected under 5 U.S.C. § 2302(b)(9)(A)(ii), i.e., complaints other than with regard to remedying a violation of section 2302(b)(8). See 5 U.S.C. § 7701(c)(2)(B); 5 C.F.R. § 1201.3(a)(1); see also Mack, 48 M.S.P.R. at 621-22 (explaining that an “employee” under 5 U.S.C. 7511(a)(1)(B), like the appellant, has the right to raise the affirmative defenses set forth in 5 U.S.C. § 7701, including an allegation of a prohibited personnel practice under section 2302(b)). Thus, we consider his filing of a grievance protected activity under 5 U.S.C. § 2302(b)(9)(A)(ii), and we consider his affirmative defense of reprisal for his grievance activity under the Warren standard. See Warren, 804 F.2d at 656–58. We conclude that the appellant did not prove reprisal for grievance activity. The only grievance specifically identified by the appellant in his prehearing submission was his grievance filed on July 26, 2021, in response to his notice of proposed removal.4, 5 IAF, Tab 6 at 5, Tab 19 at 6, Tab 23 at 6. Thus, we presume that the official accused of reprisal is the deciding official on the current removal action. The deciding official appeared to have minimal knowledge of the grievance: the appellant referenced “numerous grievances” in his written reply to the deciding official; however, he did not question the deciding official regarding 4 The grievance was remanded because a decision letter had not yet been issued. IAF, Tab 6 at 5. It appears that the grievance has been deactivated due to the appellant’s Board appeal. IAF, Tab 6 at 3, Tab 7 at 29; HR (testimony of the appellant). 5 To the extent that the appellant has referred to his April 6, 2021 statement describing the interaction with the postal customer as a “grievance,” we find that it is not an “appeal, complaint, or grievance” covered by 5 U.S.C. § 2302(b)(9)(A)-(B); we have, however, considered whether it might be a disclosure under 5 U.S.C. § 2302(b)(8). 7 his knowledge of his grievance(s) or any retaliatory motive at the hearing. IAF, Tab 7 at 26; HR (testimony of the deciding official). The deciding official testified that he was supplied only with the decision packet, which did not contain any documentation related to the appellant’s grievance, and that he had never heard of the appellant and did not know anything about him prior to being asked via email to serve as the deciding official. HR (testimony of the deciding official). Overall, the appellant presented very little circumstantial or direct evidence in support of his claim, and we find that he failed to show a genuine nexus between the alleged retaliation and his removal.6 See Warren, 804 F.2d at 656-58. Retaliation for protected EEO activity On review, the appellant mentions again his claim of EEO retaliation. PFR File, Tab 1 at 11. An appellant may bring an affirmative defense of retaliation for EEO activity as a prohibited personnel practice under 5 U.S.C. § 2302(b)(1) or (b)(9)(A)(ii). See Mata v. Department of the Army , 114 M.S.P.R. 6, ¶ 9 n.3 (2010). In his prehearing submission, the appellant listed “protected activity,” including in December 2020, “when he opposed discrimination in the form of harassment from [his supervisor] . . . after [his supervisor] order[ed] him off the clock he was able to get that decision reversed by upper management.” IAF, Tab 23 at 5-6. At the hearing, the appellant testified that he filed at least two EEO complaints about his supervisor, who was the proposing official for his removal, based on retaliation. HR (testimony of the appellant). Upon further questioning by the administrative judge, the appellant testified that his supervisor 6 The administrative judge did not continue the hearing for the testimony of a union representative, whom he had previously approved to testify regarding the appellant’s grievance(s) but who was on extended sick leave and could not be reached for the hearing, finding that the testimony would not be relevant, material, or nonrepetitious. ID at 13 n.5; see 5 C.F.R. § 1201.41(b)(10). The appellant has not challenged this ruling on review, and we find no abuse of discretion on the part of the administrative judge. 8 would “get petty” and retaliate against him by charging him with disobeying instructions when she felt slighted by him or when he would bring up procedures or quote regulations she was violating. Id. He testified that he filed his first EEO complaint in late early 2018 or early 2019 but provided no specifics about the complaint or outcome. Id. He testified that, in June 2021, he filed another EEO complaint about an absent without leave (AWOL) charge by his supervisor that was related to the current matter. Id. Furthermore, he testified that his supervisor, who later proposed his removal, participated in the mediation of his June 2021 EEO complaint, which resulted in the dismissal of the AWOL charge and compensation to the appellant. Id. He testified that he could not recall if the EEO activities occurred before or after his proposed removal. Id. Along with his alleged grievances, the appellant also referenced his “EEO complaints” in his written reply to the deciding official prior to his removal. IAF, Tab 7 at 26. Accepting the appellant’s unrefuted testimony that he filed EEO complaints, and, assuming his EEO complaints involved complaints of activity prohibited by Title VII, we apply the standard and methods of proof for an affirmative defense of Title VII EEO retaliation as set forth in Pridgen v. Office of Management and Budget , 2022 MSPB 31, ¶¶ 20-24, 29.7 Specifically, an appellant may prove such a defense by showing that his protected activity was at least a motivating factor, i.e., played any part, in the agency’s action or decision. Id., ¶ 21. The appellant may meet this burden by submitting any combination of direct or indirect evidence, including evidence of pretext, comparator evidence, and evidence of suspicious timing or other actions or statements that, taken alone or together, could raise an inference of retaliation. Id., ¶ 24. Here, the appellant did not question the proposing official or the deciding official at the hearing regarding EEO retaliation or present any persuasive evidence, direct or 7 We find that the appellant was not prejudiced by receiving notice of a different standard of proof with respect to his affirmative defenses, as the appellant did not present sufficient evidence in support of his claim under any standard. IAF, Tab 25 at 2. 9 circumstantial, of retaliation. We find that the appellant failed to prove his affirmative defenses. 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 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). 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. 10 If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on 11 race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or 12 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 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The 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. 13 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.
Allen_John_A_AT-0752-22-0152-I-1__Final_Order.pdf
2024-07-11
JOHN A. ALLEN v. UNITED STATES POSTAL SERVICE, MSPB Docket No. AT-0752-22-0152-I-1, July 11, 2024
AT-0752-22-0152-I-1
NP
996
https://www.mspb.gov/decisions/nonprecedential/Belgum_ChristineDE-0752-18-0206-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD CHRISTINE BELGUM, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER DE-0752-18-0206-I-1 DATE: July 11, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Hartley D. Alley , Esquire, San Antonio, Texas, for the appellant. Deborah M. Levine , Esquire, Denver, Colorado, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed 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 supplement the administrative judge’s analysis of the appellant’s disparate penalty claim, we AFFIRM the initial decision. BACKGROUND On June 17, 2016, the appellant, an EAS-20 Postmaster in Holdrege, Nebraska, accompanied a City Carrier Assistant trainee on a delivery route. Initial Appeal File (IAF), Tab 8 at 18, 64. The trainee showed signs of heat-related illness, and he testified2 that the appellant first encouraged him to drink more water, and then left him to rest on a customer’s porch for several minutes while she went to get the delivery vehicle. IAF, Tab 28 at 57-58. The trainee also testified that the appellant provided him with a hat and took him to the nearest grocery store to get fluids and popsicles to cool him down before she took him to the emergency room. IAF, Tab 8 at 43, Tab 28 at 18-19. The agency issued a January 12, 2018 notice of proposed removal in which it charged the appellant with two specifications of Unacceptable Conduct. IAF, 2 The Board reversed the agency’s first attempt to remove the appellant for the misconduct alleged in this matter on due process grounds. Belgum v. U.S. Postal Service, MSPB Docket No. DE-0752-17-0120-I-2, Initial Decision (Dec. 12, 2017). The appellant withdrew her request for a hearing in this appeal of the agency’s second removal action, IAF, Tab 36 at 4, and, without objection from either of the parties, the administrative judge cited hearing and deposition testimony from the first removal action in adjudicating the second one, IAF, Tab 43, Initial Decision (ID) at 10 nn.9-10. 2 Tab 8 at 18-21. In the first specification, the agency alleged that the appellant had violated written directives circulated to all Executive and Administrative Schedule (EAS) employees in the Central Plains District (CPD) by the District Manager and Manager of Safety, instructing them to call 911 immediately if an employee shows signs and/or complains of any heat -related symptoms. Id. at 18. In the second specification, the agency alleged that the appellant had falsely stated to her manager that she had called 911, and that the trainee was taken to the hospital as a result. Id. The deciding official issued a March 16, 2018 decision letter sustaining both specifications and removing the appellant.3 Id. at 13-17. The appellant appealed her removal. IAF, Tab 1. She withdrew her request for a hearing. IAF, Tab 36. In his order closing the record, the administrative judge found that the agency’s second specification was more properly construed as a charge of falsification. IAF, Tab 37 at 1-2. He provided the agency with the elements and burdens of establishing its charges, and explained the appellant’s burden to establish her affirmative defenses of (1) due process violation, (2) harmful error, (3) sex discrimination, and (4) retaliation for her prior Board appeal, in which the Board reversed the agency’s first attempt to remove her on due process grounds. Id. at 3-9. On the written record, the administrative judge found that the agency established the unacceptable conduct charge, determining that the nature of the charge was one of failure to follow instruction, and that the record showed that (1) the appellant was given a proper instruction, and (2) she failed to follow it. IAF, Tab 43, Initial Decision (ID) at 5-14. The administrative judge found that the agency failed to establish the falsification charge, which he split into two specifications. ID at 15-22. Regarding the first specification, he found that, even though the appellant’s statement in a June 17, 2016 email that “911 was called” 3 Although the decision letter did not set forth an effective date, the administrative judge found that the agency removed the appellant effective March 21, 2018, the date she received the decision letter. ID at 3-4 n.5. 3 was incorrect, preponderant evidence did not establish that she had the intent to deceive required to establish the charge because her testimony that she meant to say that “911 was not called” was credible. ID at 15-18. Concerning the second specification of falsification, the administrative judge similarly found the agency’s allegations insufficient to establish that the appellant intentionally falsified an agency accident report to state that 911 was called and that the trainee was transported to the hospital by ambulance. ID at 18-22. The administrative judge found that the appellant failed to establish that the agency violated her right to due process because the appellant did not show that the deciding official completely failed to consider her written response to the notice of proposed removal. ID at 22-25. Concerning the appellant’s contention that the agency conducted a flawed investigation, the administrative judge found that she failed to identify any regulatory requirement concerning the investigation that the agency violated, much less show that any such error had a harmful effect on the outcome of her case. ID at 25. He also rejected the appellant’s claim that the agency’s failure to identify an effective date for her removal was harmful error. Id. The administrative judge further found that the appellant failed to show by preponderant evidence that her removal was motivated by discriminatory animus based on her sex, or was taken in reprisal for her prior Board appeal, in which the agency’s action was reversed on due process grounds. ID at 26-31. The administrative judge found nexus based on the appellant’s failure to follow instructions. ID at 31-32. Concerning the penalty, the administrative judge determined that the agency desired the penalty of removal even in the event that it established only one of the charges. ID at 32. He also determined that the appellant failed to identify a valid comparator in support of her allegation of disparate penalties. ID at 36. Ultimately, the administrative judge found that the deciding official considered the relevant factors and that the penalty of removal was within the tolerable limits of reasonableness. ID at 36-37. 4 In her petition for review,4 the appellant argues that the administrative judge erred in failing to credit her testimony that she did not know of the instructions to call 911 immediately when an employee shows any sign of heat distress. Petition for Review (PFR) File, Tab 3 at 7-8. She asserts that the administrative judge erred in rejecting her due process and harmful error claims, and she reiterates her argument that the deciding official failed to consider the relevant factors set forth in Douglas v. Veterans Administration , 5 M.S.P.R. 280, 305-06 (1981). Id. at 11-14. As mitigating factors, the appellant cites evidence that the trainee concealed information about his health condition, and contends that her caring treatment of him shows that she has good potential for rehabilitation. Id. at 14-15. She also argues that the administrative judge failed to address certain errors in the agency’s processing of her removal and reiterates her argument that the agency’s failure to provide an effective date for her removal in its decision letter means that she was not legally removed from her position. Id. at 15-17. The agency has filed a response to the appellant’s petition for review and the appellant has filed a reply to the agency’s response. PFR File, Tabs 6-7. DISCUSSION OF ARGUMENTS ON REVIEW In her petition for review, the appellant does not challenge the administrative judge’s decision concerning the falsification charge. PFR File, Tab 3 at 6; ID at 15-22. The agency also does not challenge this finding. We agree with the administrative judge that the agency failed to establish either specification of the falsification charge and we discern no reason to upset his findings on this charge. The agency established the unacceptable conduct charge. The administrative judge found, and we agree, that the nature of the acts alleged in support of the agency’s charge in this matter concerns a failure to 4 The appellant requested an extension of the time to file her petition for review, and the Acting Clerk of the Board granted her request. Petition for Review File, Tabs 1-2. 5 follow instructions. ID at 5-6; IAF, Tab 8 at 18. An agency may prove a charge of failure to follow instructions by establishing that (1) the employee was given proper instructions and (2) the employee failed to follow the instructions, without regard to whether the failure was intentional or unintentional. Archerda v. Department of Defense , 121 M.S.P.R. 314, ¶ 16 (2014). The administrative judge found that the agency established the charge. ID at 5-14. As previously noted, in her petition for review, the appellant argues that the administrative judge failed to credit her testimony that she did not know of the instructions to call 911 immediately should an employee show any sign of heat distress. PFR File, Tab 3 at 7-8. She notes that the administrative judge found that her hearing testimony in the first appeal of her removal was credible, and argues on review that she was cleared of any intentional misconduct. Id. at 6-7. She further argues that the administrative judge failed to explain how he could find that she did not act intentionally concerning the instructions to call 911, but still find that she failed to follow instructions. Id. at 7. For the following reasons, we agree with the administrative judge. Failure to follow supervisory instructions does not turn on proof of intent. Hamilton v. U.S. Postal Service , 71 M.S.P.R. 547, 555-56 (1996). The administrative judge found that the agency issued instructions concerning heat-related illness, including the instruction to call 911 immediately, on numerous occasions, including six times during the weeks preceding the June 16, 2016 incident at issue here. ID at 6-8. The record reflects that the agency sent emails to all EAS-level employees in the CPD containing this instruction on May 24 and June 2, 8, 9, 13, and 15, 2016. Id.; IAF, Tab 8 at 49-52, 68-76, 79-80. Based on those emails, the administrative judge found that the agency had instructed the appellant to call 911 immediately when an employee shows signs of heat-related symptoms. ID at 6-9. The administrative judge went on to find that, based on the testimony before him, the appellant believed that the trainee was6 suffering from heat-related symptoms, but that she failed to call 911. ID at 10-14. Regardless of the appellant’s testimony that she did not know of the instructions to call 911 immediately if an employee shows signs of heat distress, we agree with the administrative judge that the agency established both elements of the charge, i.e., that (1) it gave the appellant, who is an EAS-level employee in the CPD, the instructions at issue, and (2) she failed to follow the instructions. ID at 14; Archerda, 121 M.S.P.R. 314, ¶ 16. Accordingly, we affirm the administrative judge’s finding that the agency established the charge of unacceptable conduct. The appellant failed to establish her affirmative defenses. Due process The appellant argued below that the agency violated her right to due process because the deciding official failed to review and consider her response to the notice of proposed removal. IAF, Tab 39 at 6-8. The administrative judge rejected this claim, citing the deciding official’s statement in the decision letter that he had received her “paperwork” concerning the notice of proposed removal. ID at 24; IAF, Tab 8 at 13. The administrative judge found that the absence of the attachments from the agency file did not constitute preponderant evidence that the deciding official failed to review all of the appellant’s written response. ID at 24. He also noted that the deciding official’s use of the term “paperwork” in his decision letter to describe the appellant’s submission indicated that he had received more than just her reply letter. Id.; IAF, Tab 8 at 13. Ultimately, because preponderant evidence established that, at a minimum, the deciding official considered the appellant’s lengthy and detailed response to the charges, the administrative judge found that the appellant failed to establish that the agency violated her right to due process. ID at 25; cf. Hodges v. U.S. Postal Service, 118 M.S.P.R. 591, ¶ 6 (2012) (finding that a deciding official’s complete7 failure to consider an appellant’s written response before issuing a decision constitutes a violation of minimum due process of law). On review, the appellant reasserts her argument that the agency’s failure to provide the attachments to her written reply with the agency file that it submitted below means that the deciding official failed to review them before making his decision. PFR File, Tab 3 at 11-12. She contends in her petition for review that the administrative judge incorrectly concluded that the deciding official considered all the relevant factors and that, as a result, he erroneously dismissed her due process and harmful error defenses. Id. at 11-14. The administrative judge, however, thoroughly analyzed the appellant’s due process claim, ID at 22-25, and we agree that the evidence failed to show that the deciding official completely failed to consider her written response, see Hodges, 118 M.S.P.R. 591, ¶ 6. Thus, the appellant failed to show that the administrative judge erred in rejecting her due process claim. Harmful error In her petition for review, the appellant challenges the administrative judge’s finding that the agency’s failure to specify an effective date for her removal was not harmful error.5 ID at 3-4 n.5, 25; PFR File, Tab 3 at 16-17. The administrative judge found that the decision letter definitively showed that the agency took a removal action, and determined that the decision was effective the date that the appellant received it. ID at 3-4 n.5. On review, the appellant cites Lavelle v. Department of Transportation , 17 M.S.P.R. 8 (1983), in support of her argument that the agency’s failure to specify an effective date for her removal means that she was “never actually legally removed,” PFR File, Tab 3 at 16-17. Lavelle, unlike the instant matter, concerns the issue of jurisdiction over the 5 As noted above, the appellant also alleged that the agency’s investigation of her misconduct was flawed. IAF, Tab 40 at 14-15. The administrative judge rejected the appellant’s claim, finding that she failed to identify any regulatory requirement concerning the investigation that the agency violated, or show that any error in the investigation had a harmful effect on its outcome. ID at 25. The appellant does not challenge this finding on review, and we discern no reason to disturb it. 8 termination of an individual during a probationary period, specifically addressing whether the appellants involved in that appeal had completed 1 year of current continuous employment before the effective date of their terminations. Lavelle, 17 M.S.P.R. at 12-18. The record shows that the appellant has over 18 years of Government service, and it does not reflect that she was serving in any sort of probationary period when the agency removed her. IAF, Tab 1 at 1. Thus, Lavelle is distinguishable from the instant appeal, and the appellant has not demonstrated that the administrative judge erred in rejecting this affirmative defense. Sex discrimination The administrative judge denied the appellant’s affirmative defense of sex discrimination, determining that, based on the entirety of the evidence, she failed to show that her removal was motivated by discriminatory animus. ID at 29 . Although the appellant initially sought to contest this finding on review, she subsequently withdrew her challenge as incorrect. PFR File, Tab 3 at 9, Tab 5 at 3. Thus, she does not challenge the administrative judge’s finding on her affirmative defense of sex discrimination, and we discern no reason to disturb it. Reprisal for her prior Board appeal As noted above, this is the agency’s second attempt to remove the appellant for the misconduct alleged herein because, as discussed above, the administrative judge dismissed the first action on due process grounds. Belgum v. U.S. Postal Service, MSPB Docket No. DE-0752-17-0120-I-2, Initial Decision (Dec. 12, 2017). The appellant contended in this appeal that the agency removed her in retaliation for filing that prior appeal because both actions were close in time and involved the same deciding official. IAF, Tab 39 at 6. To the extent that the appellant is reiterating this claim on review, as discussed above, she has provided no basis to disturb the administrative judge’s findings. For an appellant to prevail on a contention of illegal retaliation for exercising her rights under 5 U.S.C.9 § 2302(b)(9)(A)(ii), when, like here, she does not allege reprisal for equal employment opportunity activity protected under Title VII, or seek to remedy whistleblower reprisal, she must show the following: (1) she engaged in protected activity; (2) the accused official knew of the activity; (3) the adverse action under review could have been retaliation under the circumstances; and (4) there was a genuine nexus between the alleged retaliation and the adverse action. See Warren v. Department of the Army , 804 F.2d 654, 656-58 (Fed. Cir. 1986). The administrative judge found that it was not unusual or wrongful for the agency to bring a new removal action when the first one was reversed on procedural grounds. ID at 31. We agree with the administrative judge that the appellant failed to show a genuine nexus between the alleged retaliation and the agency’s second attempt to remove her. Warren, 804 F.2d 654, 658; ID at 31. Moreover, the Board has long held that it is not unusual or wrongful for an agency to do exactly what happened here—pursue another adverse action based on the same charges following the reversal of an action on procedural grounds. Litton v. Department of Justice , 118 M.S.P.R. 626, ¶ 12 (2012); Steele v. General Services Administration , 6 M.S.P.R. 368, 372 (1981). Thus, we affirm the administrative judge’s findings concerning the appellant’s affirmative defenses. The agency established nexus and the reasonableness of the penalty. The administrative judge found that there is an obvious nexus between the failure to follow instructions and the efficiency of the service. ID at 31-32. The Board has long held this to be true. See Blevins v. Department of the Army , 26 M.S.P.R. 101, 104 (1985) (finding that a failure to follow instructions or abide by requirements affects an agency’s ability to carry out its mission), aff’d, 790 F.2d 95 (Fed. Cir. 1986) (Table). The parties do not challenge this finding on review, and we discern no reason to disturb it. Concerning the penalty, the administrative judge found that the deciding official considered the relevant10 factors, and he determined that the penalty did not exceed the bounds of reasonableness. ID at 36-37. In her petition for review, the appellant challenges the administrative judge’s analysis regarding her claim that the agency treated her more harshly than other similarly situated individuals. Specifically, she argues that the accident reports that she submitted below identify comparators who also failed to call 911 under similar circumstances, but were not disciplined at all. PFR File, Tab 3 at 8-9, 11, 13-14; IAF, Tab 20 at 14, Tab 30. The administrative judge discussed the accident reports and he found that, based on the appellant’s statement that none of the EAS employees involved in those heat-related accident reports were disciplined, the appellant failed to identify any valid comparators. ID at 36. The appellant argues that the administrative judge improperly relied on a nonprecedential Board decision6 to dispose of her claim on the erroneous basis that a proper comparator must actually be charged with misconduct. PFR File, Tab 3 at 10; ID at 36. An employee need not have been disciplined to be a valid comparator because “evidence regarding similarly-situated employees who received no discipline after committing similar misconduct would also support [a] disparate penalty claim.” Miskill v Social Security Administration , 863 F.3d 1379, 1384 (Fed. Cir. 2017) (quoting Fearon v. Department of Labor , 99 M.S.P.R. 428, ¶ 11 (2005)). Rather, the universe of potential comparators should be limited to those employees whose misconduct and/or other circumstances closely resemble those of the appellant . Singh v. U.S. Postal Service , 2022 MSPB 15, ¶ 13. Thus, we agree with the appellant that the administrative judge erred in finding that a potential comparator must actually be charged with misconduct. 6 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).11 As the Board held in Singh, the relevant inquiry is whether the agency knowingly and unjustifiably treated employees differently. Id., ¶ 14; see Facer v. Department of the Air Force , 836 F.2d 535, 539 (Fed. Cir. 1988) (providing that a person does not have a legally protected interest in the evenness of a misconduct penalty assessed on him compared to that assessed on others unless employees are knowingly treated differently “in a way not justified by the facts, and intentionally for reasons other than the efficiency of the service”). Here, because the appellant failed to show that the agency knowingly and unjustifiably treated any of her alleged comparators differently, she failed to establish that she was disparately punished, and the administrative judge’s error did not prejudice her. Singh, 2022 MSPB 15, ¶ 14; 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). In her petition for review, the appellant first identifies an accident report that she contends shows that a Postmaster with the same first-line supervisor, who served as the proposing official in the instant matter, was not disciplined under similar circumstances. PFR File, Tab 3 at 9; IAF, Tab 30 at 57-58. She argues that this accident report shows that the Postmaster involved did not call 911 when an employee complained of heat-related distress and instead took the employee to the emergency room himself. PFR File, Tab 3 at 9. However, this incident occurred in July 2015. Id. The administrative judge found that the emails which the agency sent beginning in June 2016, instructing all EAS-level employees in the CPD to call 911 immediately when anyone shows signs of heat-related illness, changed and superseded the guidance issued by the CPD in 2015, which did not instruct employees to call 911 immediately. ID at 8-9. Because this particular incident happened under the prior 2015 guidance, and not under the 2016 instruction requiring EAS-level employees to call 911 immediately when anyone shows signs of heat-related illness, the employee is not a proper comparator. 12 The appellant also argues on review that another of the accident reports she submitted involved a Postmaster who reported to the District Manager of the CPD, who was the individual who sent some of the emailed instructions to call 911 immediately when anyone shows signs of heat-related illness. PFR File, Tab 3 at 11; ID at 6-8; IAF, Tab 8 at 49-50, Tab 30 at 12-13. However, the District Manager did not serve as the proposing or deciding official in this matter, IAF, Tab 8 at 13-21, and the record does not show that he had any involvement in disciplining the appellant. More importantly, the record does not show that the proposing or the deciding officials knowingly treated the appellant differently from other employees at the time they proposed and decided the instant matter. IAF, Tab 30. In fact, the deciding official wrote in his penalty analysis that he was “unaware of any other postmaster who has failed to follow the District Manager’s instructions regarding heat-related illness.” IAF, Tab 8 at 15. A crucial part of the relevant inquiry is whether the agency knowingly treated employees differently. See Singh, 2022 MSPB 15, ¶ 14. Because the evidence does not indicate that the proposing and deciding officials knowingly and unjustifiably treated the appellant differently, the appellant has failed to meet her burden of showing that the agency treated her more harshly than other similarly situated individuals. Id. Concerning the reasonableness of the penalty, the appellant contends on review that the administrative judge incorrectly concluded that the deciding official considered all the relevant factors. PFR File, Tab 3 at 11-14. As previously noted, the appellant argues that the deciding official failed to consider some mitigating factors, i.e., that the trainee concealed information about his medical condition and that she treated him with due care and respect. Id. at 14-15. The administrative judge found that the decision letter sufficiently set forth the deciding official’s analysis. ID at 33 n.19; IAF, Tab 8 at 14-15. While the deciding official did not discuss the mitigating factors that the appellant identifies on review, PFR File, Tab 3 at 14-15; IAF, Tab 4 at 14-15, the13 administrative judge discussed them when considering the merits of the appeal, ID at 13-14. He found that the trainee’s preexisting medical conditions did not excuse the appellant’s failure to call 911 because she was unaware of them and should therefore have perceived the trainee’s symptoms as heat-related. ID at 14. He also discussed exactly what the appellant did for the trainee in response to his symptoms—providing fluids and popsicles to cool him down and acquiescing to his request not to call 911. ID at 13-14. We agree with the administrative judge that the trainee’s preexisting medical conditions, even if the appellant was not aware of them, do not mitigate her failure to follow the instruction. The appellant is not a medical professional, and is therefore in no position to second-guess the instruction. For the same reason, her attempts to address the appellant’s symptoms, although arguably compassionate, undermined the agency’s clear instructions to call 911 to seek medical help immediately when anyone exhibits signs of heat-related illness. Thus, under the circumstances present, we find that the mitigating effect of these factors is minimal, and is outweighed by the severity of the appellant’s misconduct. Thus, we find that the deciding official’s penalty analysis was thorough and reasonable and that the appellant’s arguments on review do not provide any basis to mitigate the penalty. PFR File, Tab 3 at 11-14; IAF, Tab 8 at 14-15; see Douglas, 5 M.S.P.R. at 305-06 (setting forth the factors to be considered in determining the reasonableness of an agency’s penalty determination). 14 NOTICE OF APPEAL RIGHTS7 The initial decision, as supplemented by this Final Order, constitutes the Board’s final decision in this matter. 5 C.F.R. § 1201.113. You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: 7 Since the issuance of the initial decision in this matter, the Board may have updated the notice of review rights included in final decisions. As indicated in the notice, the Board cannot advise which option is most appropriate in any matter.15 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any16 requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s17 disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b) (9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.8 The court of appeals must receive your petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. 8 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 18 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.19
Belgum_ChristineDE-0752-18-0206-I-1__Final_Order.pdf
2024-07-11
CHRISTINE BELGUM v. UNITED STATES POSTAL SERVICE, MSPB Docket No. DE-0752-18-0206-I-1, July 11, 2024
DE-0752-18-0206-I-1
NP
997
https://www.mspb.gov/decisions/nonprecedential/Garza_IsraelSF-3443-19-0114-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD ISRAEL GARZA, Appellant, v. UNITED STATES POSTAL SERVICE, Agency.DOCKET NUMBER SF-3443-19-0114-I-1 DATE: July 11, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Israel Garza , American Canyon, California, pro se. Deborah C. Winslow-Portillo , Esquire, San Francisco, California, for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. 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 1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). interpretation of statute or regulation or the erroneous application of the law to the facts of the case; the administrative judge’s rulings during either the course of the appeal or the initial decision were not consistent with required procedures or involved an abuse of discretion, and the resulting error affected the outcome of the case; or new and material evidence or legal argument is available that, despite the petitioner’s due diligence, was not available when the record closed. Title 5 of the Code of Federal Regulations, section 1201.115 (5 C.F.R. § 1201.115). After fully considering the filings in this appeal, we conclude that the petitioner has not established any basis under section 1201.115 for granting the petition for review. Therefore, we DENY the petition for review and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). BACKGROUND The appellant is employed with the agency as a Building Equipment Mechanic. Initial Appeal File (IAF), Tab 7 at 31. In this appeal, he asserted that agency management and medical staff had conspired to “lock [him] out” during his employment at the agency’s San Francisco Processing and Distribution Center (P&DC) in 2005 and forced him to use up his sick leave. IAF, Tab 1 at 3. Nevertheless, he subsequently went back to work and transferred to the Sacramento P&DC. Id. The appellant also claimed that he is a 10-point veteran, and that the accounting for his “military time” had disappeared from his benefits statement. Id. at 3-4. It appears that, in November 2016, the agency adjusted his retirement computation date from November 12, 1983, to April 30, 1984, due to a prior error in crediting his service under the Civil Service Retirement System. IAF, Tab 7 at 32. He did not request a hearing. The administrative judge issued an acknowledgment order giving the appellant notice of his burden to establish Board jurisdiction over his appeal. IAF, Tab 2. In his response, he reiterated that he is a 10 -point disabled veteran, and asserted that he is Mexican -American. IAF, Tab 4. He did not claim that the2 agency discriminated against him on the basis of his military service or his nationality. Id. Based on the written record, the administrative judge dismissed the appeal for lack of jurisdiction. IAF, Tab 10, Initial Decision (ID). Acknowledging the appellant’s claim that he is a 10-point disabled veteran, the administrative judge observed that he provided no documentation that would support a finding that he is preference eligible. ID at 3. Nevertheless, he found that, even if the appellant established that he is entitled to veteran’s preference, the matters that he sought to appeal are not within the Board’s jurisdiction, and without an otherwise appealable action, the Board also lacks jurisdiction over the appellant’s discrimination claim. ID at 3-4. In his petition for review, the appellant essentially reiterates the allegations he made below, including the assertion that he has a 10% disability rating from the Department of Defense, but he does not offer any documentation in support of his claim. Petition for Review (PFR) File, Tab 1. He explains that his reference to “military time” concerned “military buyback time,” which he remembers paying in 1985 or 1986, but he now asserts that his reference to it was a mistake. Id. at 2. The agency has filed a response to the appellant’s petition for review, and the appellant has filed a reply to the agency’s response. PFR File, Tabs 3-4. DISCUSSION OF ARGUMENTS ON REVIEW The record does not show that the agency took an appealable adverse action against the appellant. Although the appellant alleged he was “locked out” of his prior duty station, requiring him to use sick leave, he provides no details such as the length or circumstances of his absence. IAF, Tab 1 at 3. Further, he appears to have transferred to another facility. Id. In any event, the Board lacks jurisdiction over any alleged adverse action because the appellant failed to prove that he is an employee with adverse action appeal rights. 3 A U.S. Postal Service employee has a right to appeal an adverse action to the Board if he (1) is 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) has completed 1 year of current continuous service in the same or similar positions. 39 U.S.C. § 1005(a)(4)(A); 5 U.S.C. § 7511(a)(1)(B)(ii); Hamilton v. U.S. Postal Service , 123 M.S.P.R. 404, ¶ 17 (2016).2 The administrative judge found that the appellant was not preference eligible because, notwithstanding his assertion of a 10-point disability rating, he provided no documentation supporting his claim.3 ID at 3. We agree. A preference eligible is, as relevant here, either an individual who served on active duty during certain designated periods, other than active duty for training, or who is a disabled veteran. 5 U.S.C. § 2108(3)(A)-(C); 38 U.S.C. § 101(21)(A). The record indicates that the U.S. Air Force Reserve certified that, following the appellant’s service from April 15 to October 4, 1985, he received an “Honorable Release from Active Duty for Training,” and that he had “[n]o 2 The administrative judge did not provide proper jurisdictional notice as to what the appellant must do to establish that he is an employee entitled to appeal an adverse action to the Board. IAF, Tab 2; 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). Nonetheless, the lack of Burgess notice did not prejudice the appellant’s substantive rights because the agency’s response and the initial decision notified him which Postal Service employees have the right to appeal an adverse action to the Board. IAF, Tab 7 at 10-11; see Hamilton, 123 M.S.P.R. 404, ¶ 17 n.10 (finding that a lack of Burgess notice did not prejudice an appellant’s substantive rights because her pleadings demonstrated that she was aware of the jurisdictional prerequisites for establishing that she was a postal employee with appeal rights, and the initial decision also provided this information); see also Easterling v. U.S. Postal Service , 110 M.S.P.R. 41, ¶ 11 (2008) (finding that an administrative judge’s failure to provide an appellant with proper Burgess notice can be cured if the agency’s pleadings or the initial decision provides information on what is required to establish an appealable jurisdictional issue, thus affording the appellant an opportunity to meet his jurisdictional burden on petition for review). 3 The appellant did not claim below or on review that he was a management or supervisory employee, or an employee engaged in personnel work in any capacity whatsoever. Nor does the record suggest that the agency employed him in any such positions. Thus, we need not analyze these factors. 4 active service for other than training purposes” as of the date of the certificate, September 16, 2016. IAF, Tab 7 at 33, 37. The agency explained that it corrected the appellant’s retirement computation date because its Employee and Labor Relations Manual provides that only “honorable active service” in the Armed Forces of the United States may be creditable for retirement purposes. Id. at 8, 43. To make a nonfrivolous allegation that he is preference eligible, especially when, as here, the record indicates a lack of such status, the appellant must make more than a bare assertion without supporting evidence. See Bergon v. U.S. Postal Service, 64 M.S.P.R. 228, 231 n.5 (1994) (finding that an appellant must provide documentation of his preference eligibility to raise a nonfrivolous allegation entitling him to further proceedings on the matter), aff’d sub nom. Rafferty v. U.S. Postal Service , 74 F.3d 1260 (Fed. Cir. 1996) (Table) (per curiam). The appellant asserted he was preference eligible based on a service-connected disability. IAF, Tab 1 at 3. In the initial decision, the administrative judge advised the appellant that he should substantiate his claim with documentation from the Department of Veterans Affairs. ID at 4. On review, the appellant has not done so. Because the appellant failed to provide any documentation in support of his claim that he is preference eligible, we find that he failed to make a nonfrivolous allegation of such. Thus, we agree with the administrative judge that he failed to establish jurisdiction over any alleged adverse action. The appellant asserted information implying claims of prohibited personnel practices, i.e., discrimination and reprisal for alleged protected disclosures and activities. IAF, Tab 1 at 3-4, Tab 4 at 1, Tab 9 at 1-2. However, absent an otherwise appealable action, the Board lacks jurisdiction over the appellant’s discrimination claims. 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, 871-735 (D.C. Cir. 1982). Further, the Board does not have independent jurisdiction over the appellant’s retaliation claims because, as a Postal Service employee, he is not entitled to corrective action under 5 U.S.C. § 1221. See Hess v. U.S. Postal Service, 123 M.S.P.R. 183, ¶ 9 (2016) (finding that an administrative judge properly dismissed an appellant’s affirmative defense of whistleblower reprisal as moot after the agency rescinded her removal because, as a Postal Service employee, the appellant was not entitled to corrective action). As noted above, the appellant asserts in his petition for review that the reference to his “military buyback time” was mistaken. PFR File, Tab 1 at 2. Among other things, the administrative judge gave the appellant general notice in the acknowledgment order that he may have a claim under the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) (codified as amended at 38 U.S.C. §§ 4301-4335). IAF, Tab 2 at 2-3. He also gave the appellant more detailed notice about filing a discrimination claim under USERRA in the initial decision. ID at 4. Nevertheless, the appellant did not indicate that he sought to pursue such a claim in his appeal below or on review. However, two types of claims arise under USERRA: (1) reemployment cases, in which the appellant claims that an agency has not met its obligations under 38 U.S.C. §§ 4312-4318 following the appellant’s absence from civilian employment to perform uniformed service; and (2) so-called “discrimination” cases, in which the appellant claims that an agency has taken an action prohibited by 38 U.S.C. § 4311(a) or (b). Clavin v. U.S. Postal Service , 99 M.S.P.R. 619, ¶ 5 (2005). As noted above, the appellant received notice of how to establish jurisdiction over the second type of claim, i.e., that the agency denied the appellant a benefit of employment due to his military service. ID at 4. The administrative judge did not give the appellant notice of what he must allege to establish jurisdiction over a USERRA reemployment claim. An employee whose absence from his civilian position is necessitated by military service is entitled to reemployment rights and benefits under USERRA if: (1) the employee or the6 military provided the employer with advance notice; (2) the cumulative absence does not exceed 5 years; and (3) the employee requests reemployment in the prescribed manner and timeframe. 38 U.S.C. § 4312(a); Woodman v. Office of Personnel Management , 258 F.3d 1372, 1376 (Fed. Cir. 2001). If the uniformed service exceeded 90 days, the returning employee is entitled to reemployment to the position in which he would have been employed if his continuous employment had not been interrupted by such service, or a position of like seniority, status, and pay, the duties of which he is qualified to perform. Rassenfoss v. Department of Treasury, 121 M.S.P.R. 512, ¶ 14 (2014). The employee is also entitled to the same rights and benefits generally provided to employees having similar seniority, status, and pay who are on furlough or leave of absence. Id., ¶ 15. Those right and benefits may include the right to make a payment, and receive service credit, for periods of military service during which the agency designated the employee as in a leave without pay status. See Whittacre v. Office of Personnel Management , 120 M.S.P.R. 114, ¶¶ 10-11 (2013) (so finding in the context of the Federal Employees’ Retirement System). The appellant alleged below, and restates on review, that the agency forced him in 2005 to use all of the sick leave he had accumulated since 1983. IAF, Tab 1 at 3; PFR File, Tab 1 at 1. However, has not claimed that the use of this sick leave was an improper denial of reemployment rights arising from his 1983-1984 military service. IAF, Tab 1 at 3; PFR File, Tab 1 at 1. In addition, he no longer asserts that he was improperly denied retirement credit for his military service or the right to “buy back” military time. PFR File, Tab 1 at 2. Thus, we conclude, at this point, that he is not alleging a denial of his USERRA reemployment rights. Nonetheless, we observe that there is no time limit for the filing of a direct appeal under USERRA. Gossage v. Department of Labor , 118 M.S.P.R. 455, ¶ 9 n.4 (2012). If the appellant wishes to raise a USERRA reemployment claim, he may, as the administrative judge observed, file a new7 USERRA appeal. ID at 4; see Ellis v. Department of the Navy , 117 M.S.P.R. 511, ¶ 11 (2012). 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. 8 U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our 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 any9 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’s10 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. 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
Garza_IsraelSF-3443-19-0114-I-1__Final_Order.pdf
2024-07-11
ISRAEL GARZA v. UNITED STATES POSTAL SERVICE, MSPB Docket No. SF-3443-19-0114-I-1, July 11, 2024
SF-3443-19-0114-I-1
NP
998
https://www.mspb.gov/decisions/nonprecedential/Muhammad_IngridDA-844E-20-0237-I-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD INGRID MUHAMMAD, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER DA-844E-20-0237-I-1 DATE: July 11, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Ingrid Muhammad , New Orleans, Louisiana, pro se. Linnette Scott , Washington, D.C., for the agency. BEFORE Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the initial decision, which affirmed the reconsideration decision by the Office of Personnel Management (OPM) dismissing her Federal Employees’ Retirement System (FERS) disability retirement application as untimely filed. On petition for review, the appellant 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). disputes the administrative judge’s assertion in the prehearing conference summary that she did not appear for the scheduled conference, reargues that she is entitled to a waiver of the reconsideration decision filing deadline because she has depression and anxiety and has been mentally impaired since 2017, and requests that an attorney be appointed to represent her in her 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 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). Regarding the appellant’s allegation that the administrative judge incorrectly stated that she did not appear for the telephonic prehearing conference call on May 12, 2020, and that she waited on the call for 73 minutes and 48 seconds “to no avail,” the appellant is correct in her assertion. Petition for Review File, Tab 1 at 2. In an April 14, 2020 hearing order, the administrative 2 In a letter rejecting the appellant’s pleading, the Office of the Clerk of the Board noted that the appellant filed a pleading via facsimile during the afternoon of August 2, 2020, which was before the agency filed its response to the petition for review later that same evening. Petition For Review File, Tab 4 at 1. Because the appellant’s pleading was filed before the agency’s response, the Clerk’s Office reasoned that it could not have been a reply to the response, so it rejected the pleading and provided the appellant with 10 days to file her reply. Id. The appellant did not file any subsequent pleadings.2 judge set the time and date for the prehearing conference call for “ May 12, 2020, at 10:00 a.m., CDT. ” (emphasis in original). Initial Appeal File (IAF), Tab 8 at 4. In a May 12, 2020 pleading filed the same day as the scheduled prehearing conference, the agency averred that “the appellant and the OPM representative were both on the phone line for about 20 minutes today” and that “[t]he judge did not join[] us while we were waiting.” IAF, Tab 11 at 3. The agency noted that it appeared that there was a “mix up or technical difficulty,” since the administrative judge’s order and summary indicated that neither party was in attendance, and the agency requested that the administrative judge take that information into consideration. Id. Consequently, it appears that the administrative judge erred in concluding that the appellant was not present at the prehearing status conference. Nevertheless, any such error was immaterial to the outcome of the appeal because in the conference summary order the administrative judge summarized the issues that would have been addressed in the prehearing conference if it had been held, provided accurate information regarding the appellant’s burden on the timeliness issue, and provided the parties with the opportunity to continue to supplement the record up until the record closed after the hearing. IAF, Tab 10 at 1-3. The hearing was subsequently held, and the initial decision was based on the entire record. Accordingly, we discern no prejudice to the appellant’s substantive rights based on this misstatement. 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 reversing an initial decision). NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such 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 review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 4 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (2) Judicial or EEOC review of cases involving a claim of discrimination . This option applies to you only if you have claimed that you were affected by an action that is appealable to the Board and that such action was based, in whole or in part, on unlawful discrimination. If so, you may obtain judicial review of this decision —including a disposition of your discrimination claims —by filing a civil action with an appropriate U.S. district court ( not the U.S. Court of Appeals for the Federal Circuit), within 30 calendar days after you receive this decision. 5 U.S.C. § 7703(b)(2); see Perry v. Merit Systems Protection Board , 582 U.S. 420 (2017). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the district court no later than 30 calendar days after your representative receives this decision. If the action involves a claim of discrimination based on race, color, religion, sex, national origin, or a disabling condition, you may be entitled to representation by a court -appointed lawyer and to waiver of any requirement of prepayment of fees, costs, or other security. See 42 U.S.C. § 2000e-5(f) and 29 U.S.C. § 794a. Contact information for U.S. district courts can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . Alternatively, you may request review by the Equal Employment Opportunity Commission (EEOC) of your discrimination claims only, excluding all other issues . 5 U.S.C. § 7702(b)(1). You must file any such request with the5 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.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 of6 petition for review within 60 days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(B). If you submit a petition for judicial review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. MSPB decisions in certain whistleblower reprisal cases with the U.S. Court of Appeals for the Federal Circuit or any other circuit court of appeals of competent jurisdiction. The All Circuit Review Act is retroactive to November 26, 2017. Pub. L. No. 115-195, 132 Stat. 1510. 7 Contact information for the courts of appeals can be found at their respective websites, which can be accessed through the link below: http://www.uscourts.gov/Court_Locator/CourtWebsites.aspx . FOR THE BOARD: ______________________________ Gina K. Grippando Clerk of the Board Washington, D.C.8
Muhammad_IngridDA-844E-20-0237-I-1__Final_Order.pdf
2024-07-11
INGRID MUHAMMAD v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. DA-844E-20-0237-I-1, July 11, 2024
DA-844E-20-0237-I-1
NP
999
https://www.mspb.gov/decisions/nonprecedential/Brown_Tracy_S_AT-0845-19-0329-C-1__Final_Order.pdf
UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD TRACY S. BROWN, Appellant, v. OFFICE OF PERSONNEL MANAGEMENT, Agency.DOCKET NUMBER AT-0845-19-0329-C-1 DATE: July 11, 2024 THIS FINAL ORDER IS NONPRECEDENTIAL1 Tracy S. Brown , Suffolk, Virginia, pro se. Michael Shipley , Washington, D.C., for the agency. BEFORE Cathy A. Harris , Chairman Raymond A. Limon , Vice Chairman Henry J. Kerner, Member* *Member Kerner did not participate in the adjudication of this appeal. FINAL ORDER The appellant has filed a petition for review of the compliance initial decision, which denied her petition for enforcement of a settlement agreement with the Office of Personnel Management (OPM) regarding collection of an overpayment of her Federal Employees’ Retirement System (FERS) annuity. 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 petition for review, the appellant reasserts her argument from below, claiming that, because OPM had refunded amounts previously withheld from her annuity to collect portions of the overpayment and indicated in a November 2019 Notice of Annuity Adjustment that it was no longer withholding funds from the appellant’s annuity, its decision to resume collection of the overpayment at a later date constituted a breach of the parties’ settlement agreement. 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 and AFFIRM the initial decision, which is now the Board’s final decision. 5 C.F.R. § 1201.113(b). The administrative judge correctly found that the terms of the parties’ April 22, 2019 settlement agreement did not reflect that OPM agreed to waive the overpayment. The agreement explicitly provided for the collection and repayment of the overpayment amount through monthly installments. Therefore, the appellant failed to establish that OPM breached the settlement agreement by resuming its collection of the overpayment in monthly installments. Brown v. Office of Personnel Management , MSPB Docket No. AT -0845-19-0329-C-1, Compliance File (CF), Tab 4, Compliance Initial Decision (CID) at 2; see Rodriguez v. Department of Justice , 84 M.S.P.R. 685, ¶ 7 (2000) (stating that a2 party is entitled to no more than is provided by the terms of a settlement agreement). To the extent the appellant argued below that the agency’s November 2019 Notice of Annuity Adjustment, wherein it stated that it was “no longer withholding the annuity overpayment,” constituted a modification of the settlement agreement terms, the administrative judge does not appear to have addressed this argument. CID. Because the appellant raises it again on review, PFR File, Tab 1 at 6, we address it here. The Board has stated that a settlement agreement is a contract, and a contract may be modified if there is mutual assent to the modification. See Carson v. Department of Energy , 77 M.S.P.R. 453, 458 (1998). We find that the record does not evidence any mutual assent to a modification of the settlement agreement. The November 2019 notice does not reference the settlement agreement. Nor does the notice claim that it was intended to override or amend the terms of the settlement agreement. CF, Tab 1 at 5. There is no other evidence in the record, such as correspondence between the parties, setting forth their intent that the settlement agreement be modified to provide for a waiver of the overpayment. CF, Tabs 1, 3; PFR File, Tabs 1, 4. Importantly, even assuming that both parties believed that the November 2019 Notice of Annuity Adjustment effectively modified the terms of the settlement agreement, for a term to be enforceable, there must be consideration, i.e., a performance or a return promise that must be bargained for. See Black v. Department of Transportation , 116 M.S.P.R. 87, ¶ 17 (2011). Here, there is no evidence that, following the execution of the April 22, 2019 settlement agreement, the parties later bargained for a waiver term so as to bind themselves to a modified contract. CF, Tabs 1, 3; PFR File, Tabs 1, 4. Without any documentation evidencing the intent of the parties to modify the April 22, 2019 settlement agreement, or consideration to support that intent, the Board lacks the authority to unilaterally read into the settlement agreement a modification of its material terms. See Rodriguez, 84 M.S.P.R. 685, ¶ 7. As such, the3 November 2019 Notice of Annuity Adjustment does not have an effect on the terms of the April 22, 2019 settlement agreement, nor does it show that OPM breached that agreement.2 The appellant submits with her petition for review bank records purporting to show her transaction history, including deposits of her FERS annuity. PFR File, Tab 1 at 4-5. These documents were not submitted below. CF, Tab 1. Under 5 C.F.R. § 1201.115, 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 closed before the administrative judge despite the party’s due diligence. See Avansino v. U.S. Postal Service , 3 M.S.P.R. 211, 213-14 (1980). Here, the appellant’s bank records appear to have been accessed on December 12, 2019. PFR File, Tab 1 at 4-5. The record closed below on or around July 6, 2020. CF, Tab 2 at 4, Tab 3. Therefore, the documents submitted for the first time on review were available before the record closed, and the appellant has not explained why she was unable to submit them below. PFR File, Tab 1. Therefore, we have not considered them. Based on the foregoing, we deny the appellant’s petition for review and affirm the initial decision. NOTICE OF APPEAL RIGHTS3 You may obtain review of this final decision. 5 U.S.C. § 7703(a)(1). By statute, the nature of your claims determines the time limit for seeking such 2 The Board lacks jurisdiction to address in this settlement enforcement proceeding whether, independent of the parties’ agreement, OPM’s statement that it was no longer withholding funds from the appellant’s annuity constituted a waiver of the overpayment. To the extent that the appellant is arguing that OPM waived its right to resume collection of the overpayment, she needs to raise that with OPM, and the Board can only address it following issuance of a final decision by OPM. See 5 U.S.C. § 8461(e)(1); 5 C.F.R. § 841.308. 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 review and the appropriate forum with which to file. 5 U.S.C. § 7703(b). Although we offer the following summary of available appeal rights, the Merit Systems Protection Board does not provide legal advice on which option is most appropriate for your situation and the rights described below do not represent a statement of how courts will rule regarding which cases fall within their jurisdiction. If you wish to seek review of this final decision, you should immediately review the law applicable to your claims and carefully follow all filing time limits and requirements. Failure to file within the applicable time limit may result in the dismissal of your case by your chosen forum. Please read carefully each of the three main possible choices of review below to decide which one applies to your particular case. If you have questions about whether a particular forum is the appropriate one to review your case, you should contact that forum for more information. (1) Judicial review in general . As a general rule, an appellant seeking judicial review of a final Board order must file a petition for review with the U.S. Court of Appeals for the Federal Circuit, which must be received by the court within 60 calendar days of the date of issuance of this decision. 5 U.S.C. § 7703(b)(1)(A). If you submit a petition for review to the U.S. Court of Appeals for the Federal Circuit, you must submit your petition to the court at the following address: U.S. Court of Appeals for the Federal Circuit 717 Madison Place, N.W. Washington, D.C. 20439 Additional information about the U.S. Court of Appeals for the Federal Circuit is available at the court’s website, www.cafc.uscourts.gov. Of particular relevance is the court’s “Guide for Pro Se Petitioners and Appellants,” which is contained within the court’s Rules of Practice, and Forms 5, 6, 10, and 11. 5 If you are interested in securing pro bono representation for an appeal to the U.S. Court of Appeals for the Federal Circuit, you may visit our website at http://www.mspb.gov/probono for information regarding pro bono representation for Merit Systems Protection Board appellants before the Federal Circuit. The Board neither endorses the services provided by any attorney nor warrants that any attorney will accept representation in a given case. (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 the6 EEOC’s Office of Federal Operations within 30 calendar days after you receive this decision. 5 U.S.C. § 7702(b)(1). If you have a representative in this case, and your representative receives this decision before you do, then you must file with the EEOC no later than 30 calendar days after your representative receives this decision. If you submit a request for review to the EEOC by regular U.S. mail, the address of the EEOC is: Office of Federal Operations Equal Employment Opportunity Commission P.O. Box 77960 Washington, D.C. 20013 If you submit a request for review to the EEOC via commercial delivery or by a method requiring a signature, it must be addressed to: Office of Federal Operations Equal Employment Opportunity Commission 131 M Street, N.E. Suite 5SW12G Washington, D.C. 20507 (3) Judicial review pursuant to the Whistleblower Protection Enhancement Act of 2012 . This option applies to you only if you have raised claims of reprisal for whistleblowing disclosures under 5 U.S.C. § 2302(b)(8) or other protected activities listed in 5 U.S.C. § 2302(b)(9)(A)(i), (B), (C), or (D). If so, and your judicial petition for review “raises no challenge to the Board’s disposition of allegations of a prohibited personnel practice described in section 2302(b) other than practices described in section 2302(b)(8), or 2302(b)(9)(A)(i), (B), (C), or (D),” then you may file a petition for judicial review either with the U.S. Court of Appeals for the Federal Circuit or any court of appeals of competent jurisdiction.4 The court of appeals must receive your petition for 4 The original statutory provision that provided for judicial review of certain whistleblower claims by any court of appeals of competent jurisdiction expired on December 27, 2017. The All Circuit Review Act, signed into law by the President on July 7, 2018, permanently allows appellants to file petitions for judicial review of7 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. 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_Tracy_S_AT-0845-19-0329-C-1__Final_Order.pdf
2024-07-11
TRACY S. BROWN v. OFFICE OF PERSONNEL MANAGEMENT, MSPB Docket No. AT-0845-19-0329-C-1, July 11, 2024
AT-0845-19-0329-C-1
NP