Matthew D Montez v. Office of Personnel Management

CourtMerit Systems Protection Board
DecidedSeptember 19, 2024
DocketDE-844E-19-0432-I-1
StatusUnpublished

This text of Matthew D Montez v. Office of Personnel Management (Matthew D Montez v. Office of Personnel Management) is published on Counsel Stack Legal Research, covering Merit Systems Protection Board primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matthew D Montez v. Office of Personnel Management, (Miss. 2024).

Opinion

UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD

MATTHEW D. MONTEZ, DOCKET NUMBER Appellant, DE-844E-19-0432-I-1

v.

OFFICE OF PERSONNEL DATE: September 19, 2024 MANAGEMENT, Agency.

THIS FINAL ORDER IS NONPRECEDENTIAL 1

Steven E. Brown , Esquire, Westlake Village, California, for the appellant.

Albert Pete Alston, Jr. , 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 final decision of the Office of Personnel Management (OPM) that denied his application for disability retirement benefits under the Federal Employees’ Retirement System (FERS). For the reasons set forth below, we

1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions. In contrast, a precedential decision issued as an Opinion and Order has been identified by the Board as significantly contributing to the Board’s case law. See 5 C.F.R. § 1201.117(c). 2

GRANT the petition for review and REVERSE the initial decision. OPM’s final decision is NOT SUSTAINED.

BACKGROUND The appellant was employed as a GS-7 Production Controller with the 531st Commodities Maintenance Squadron with the Department of the Air Force. Initial Appeal File (IAF), Tab 9 at 20. He was responsible for ordering parts to support various weapons systems throughout the agency, maintaining spreadsheets to track those orders, providing the shop with the status of part orders, and routing orders to the shop when they were received. IAF, Tab 9 at 101-02, Tab 17, Hearing Recording (HR) (testimony of the appellant’s supervisor). On September 19, 2016, the appellant resigned from his position. IAF, Tab 9 at 20. Nearly one year later, on September 11, 2017, he submitted an application for disability retirement benefits under FERS based on major depressive disorder (MDD). Id. at 46-50, 52-53. In an initial decision, OPM denied the appellant’s application for disability retirement benefits. Id. at 35-39. After the appellant requested reconsideration, id. at 28-29, OPM issued an August 6, 2019 final decision sustaining its initial decision, id. at 21-24. OPM determined that the evidence failed to establish that his medical condition was disabling prior to his resignation from his position, that his medical condition was the cause of his service deficiencies, that his employing agency was unable to make reasonable accommodation for his medical condition, and that reasonable accommodation or reassignment was necessary for his medical condition. Id. at 22-23. Thus, OPM concluded that he failed to meet the criteria requisite for disability retirement under FERS. Id. The appellant appealed to the Board challenging OPM’s final decision. IAF, Tab 1. After holding a hearing, the administrative judge affirmed OPM’s decision. IAF, Tab 21, Initial Decision (ID). The administrative judge found that 3

the appellant did not show that, while employed in a position subject to FERS, he was disabled because of MDD, resulting in a deficiency in performance, conduct, or attendance, or that his medical condition was incompatible with either useful and efficient service or retention in his position. ID at 12. Further, he found that the appellant did not show that accommodation of his disabling condition in the position held was unreasonable. Id. Therefore, he concluded that the appellant did not establish that he was entitled to disability retirement benefits under FERS. ID at 17. The appellant has filed a petition for review of the initial decision. Petition for Review (PFR) File, Tab 1. He asserts that the administrative judge failed to sufficiently credit the opinions of the appellant’s treating Department of Veterans Affairs (DVA) medical providers and “misinterpreted the medical evidence which established that the appellant was unable to perform the essential functions of his official position.” Id. at 6-8, 15. He also asserts that the administrative judge erred in finding that his inability to work was only “situational” and in requiring him to prove that he could not be reassigned or accommodated. Id. at 8-9, 11-15. Finally, he alleges that DVA and Social Security Administration (SSA) determinations show that he is entitled to disability retirement benefits. 2 PFR File, Tab 1 at 10, Tab 4 at 9. The agency has responded in opposition, PFR File, Tab 3, to which the appellant has replied, PFR File, Tab 4.

2 The appellant asserts that the DVA determination, which stated that he was entitled to disability benefits based on a 70% rating for major depressive disorder, supports his claim for FERS benefits. PFR File, Tab 4 at 9; IAF, Tab 9 at 66-68. However, DVA disability ratings are based on different criteria than those applicable to assessing FERS disability retirement claims, and they are not binding on the Board in disability retirement matters. See Hunt v. Office of Personnel Management, 105 M.S.P.R. 264, ¶ 37 (2007). The SSA determination is relevant, but not dispositive, in a FERS disability retirement appeal when, as here, the conditions underlying both applications are the same. PFR File, Tab 1 at 10; IAF, Tab 9 at 62-65; see Confer v. Office of Personnel Management, 111 M.S.P.R. 419, ¶ 6 (2009). Here, the SSA determined that the appellant was not entitled to disability benefits. IAF, Tab 9 at 62. Based on the foregoing, we find that the DVA and SSA determinations do not provide a basis for disturbing the outcome in the instant appeal. 4

DISCUSSION OF ARGUMENTS ON REVIEW In an appeal from an OPM decision denying a voluntary disability retirement application, the appellant bears the burden of proof by preponderant evidence. Christopherson v. Office of Personnel Management, 119 M.S.P.R. 635, ¶ 6 (2013); 5 C.F.R. § 1201.56(b)(2)(ii). To be eligible for disability retirement benefits under FERS, an individual must meet the following requirements: (1) he must have completed at least 18 months of creditable civilian service; (2) while employed in a position subject to FERS, he must have become disabled because of a medical condition resulting in a deficiency in performance, conduct, or attendance, or if there is no such deficiency, the disabling medical condition must be incompatible with either useful and efficient service or retention in the position; (3) the disabling medical condition must be expected to continue for at least 1 year from the date the disability retirement benefits application is filed; (4) accommodation of the disabling medical condition in the position held must be unreasonable; and (5) he must not have declined a reasonable offer of reassignment to a vacant position. Christopherson, 119 M.S.P.R. 635, ¶ 6; see 5 U.S.C. § 8451(a). For the following reasons, we find that the appellant has proven all of these criteria.

The appellant completed at least 18 months of creditable civilian service. The administrative judge did not explicitly address the first element of the appellant’s case. However, the record shows that, at the time of his resignation, the appellant had FERS-creditable service well in excess of 18 months. IAF, Tab 9 at 85-90. This issue is undisputed.

The appellant’s condition is incompatible with useful and efficient service or retention in his position.

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Matthew D Montez v. Office of Personnel Management, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matthew-d-montez-v-office-of-personnel-management-mspb-2024.