Ortiz v. United States Government

CourtDistrict Court, D. Oregon
DecidedMay 15, 2023
Docket6:20-cv-00826
StatusUnknown

This text of Ortiz v. United States Government (Ortiz v. United States Government) is published on Counsel Stack Legal Research, covering District Court, D. Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ortiz v. United States Government, (D. Or. 2023).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF OREGON

EUGENE DIVISION

C. E. ORTIZ and S. T. ORTIZ, Case No. 6:20-cv-00826-AA OPINION AND ORDER Plaintiffs, vs. UNITED STATES GOVERNMENT through GEORGE ERVIN “SONNY” PERDUE III, in his official capacity as Secretary of the U.S. Department of Agriculture; and RICHARD FORDYCE, in his official capacity as Administrator of the Farm Service Agency, a subdivision of the U.S. Department of Agriculture, Defendants. AIKEN, District Judge: Plaintiffs bring this action under the Administrative Procedure Act (“APA”) in which they seek declaratory and injunctive relief against the Secretary of United States Department of Agriculture (“USDA”) and the Administrator of the Farm Service Agency (“FSA” or “the Agency”). Plaintiffs challenge as arbitrary and capricious the administrative decision that Plaintiffs owe $83,003.88 federal debt. Before the court is Plaintiff’s Motion for Summary Judgment (“MSJ”) on all claims

and Defendants’ Cross-Motion for Summary Judgment (“Cross-MSJ”) seeking dismissal of Plaintiff’s claims. For the reasons stated below, Plaintiffs’ MSJ, ECF. No.18, is DENIED. Defendant’s Cross-MSJ, ECF No. 19, is GRANTED and this case is DISMISSED. STATUTORY BACKGROUND Plaintiffs are farmers in Linn County, Oregon. FSA administers a Guaranteed Farm Loan Program through which it backs private lenders extending credit to

family farmers unable to qualify for standard commercial loans. Under the loan program, FSA guarantees up to 90 percent of the loan, while the private lender services the loan directly. When a farmer defaults on a guaranteed loan and the lender must liquidate the loan, the lender submits a liquidation plan to FSA for approval and an estimate of the potential loss. 7 C.F.R. §§ 762.149(b), (d). FSA then pays the lender the

guaranteed portion of the estimated loss. 7 C.F.R. § 762.149(d)(1). After payment of the estimated loss, the lender remains “responsible for collecting the full amount of the debt and sharing these future recoveries with the Agency ….” 7 C.F.R. § 762.149(i)(1). When all security has been liquidated and all proceeds received, the lender submits a final loss claim, and the lender reimburses FSA to the extent the estimated loss exceeded the final loss. 7 C.F.R. §§ 762.149(i)(1), (10). The amount paid by FSA to the lender on behalf of the borrower constitutes: “ . . . a Federal debt owing to the Agency by the guaranteed loan borrower. In such case, the Agency may use all remedies available to it, including offset under the Debt Collection Improvement Act of 1996, to collect the debt from the borrower. Interest charges will be established at the note rate of the guaranteed loan on the date the final loss claim is paid.”

7 C.F.R. § 762.149(m). FSA will reduce a lender’s loss claim to the extent a loss is caused by the lender’s negligent servicing of the account. 7 C.F.R. § 762.149(i)(6). Negligent servicing is “servicing that fails to include those actions that are considered normal industry standards of loan management or comply with the lender’s agreement or the guarantee.” 7 C.F.R. § 761.2. A lender’s loss “will not be reduced,” however, for servicing deficiencies “that did not contribute materially to the dollar amount of the loss” or so “long as the lender’s efforts to locate and recover the missing collateral was equal to what would have been expended” by a lender servicing an unguaranteed loan. 7 C.F.R. § 762.149(i)(7). The National Appeals Division (“NAD”) provides administrative review for adverse decisions made by FSA. See 7 U.S.C. § 6991; 7 C.F.R. §§ 11.1–.15. NAD provides two levels of review. First, a hearing officer holds a hearing for any timely appealed adverse decision. 7 C.F.R. § 11.8(c). The appellant has the burden to prove by a preponderance of the evidence that the adverse decision was erroneous. 7 C.F.R. § 11.8(e). These hearings are informal and not subject to rules of evidence, but the hearing officer may “confine the presentation of facts and evidence to pertinent matters.” 7 C.F.R. § 11.8(c)(5)(ii). A party dissatisfied with the hearing officer’s decision may request review by

the Director of NAD (“the Director”). The Director reviews the hearing officer’s determination using the agency record, the hearing record, the request for review, and written responses to the request for review “to determine whether the decision of the Hearing Officer is supported by substantial evidence.” 7 C.F.R. § 11.9. The Director’s determination is final, subject to judicial review. 7 C.F.R. § 11.13. FACTUAL BACKGROUND On December 6, 2002, Plaintiffs signed a promissory note with a private

lender, Washington Mutual Bank (“WAMU”) for $215,000. AR 249. Plaintiffs applied for, and FSA issued a 90 percent guarantee on the loan, for a guaranteed amount of $193,500. Id. The loan was to be repaid by September 5, 2003. Plaintiffs did not perform as required by the loan agreement. WAMU sought to work with Plaintiffs by extending the time for repayment of the loan, as well as providing an additional non-guaranteed loan. AR309; AR390.

In 2005, WAMU filed suit against Plaintiffs in Linn County Circuit Court to collect full payment of the debt, plus interest owed, as well as to collect on the subsequent, unguaranteed loan. AR377. Plaintiffs did not think WAMU should have sued them because “they have the FSA loan guarantee.” AR387. In February 2006, WAMU submitted its liquidation plan to FSA. AR390. The plan noted that Plaintiffs had been “flippant,” “uncooperative, and [had] denied access to the collateral.” Id. FSA approved the liquidation plan on March 14, 2006. AR251. During the collection lawsuit, WAMU discovered evidence of Plaintiffs diverting crop proceeds to evade WAMU’s security interests. AR437 (chart of payments). Collection efforts continued

for several years. On February 16, 2007, WAMU submitted an estimated loss claim seeking $182,413.26 from FSA. FSA did not approve that estimate and reduced the loss it would cover to $101,075.24 to account for what it found to be miscalculated interest accrual, application of payments from Plaintiffs to an unguaranteed loan, the value of unliquidated pledged farm equipment, and unapproved legal expenses. AR443– 445.

WAMU submitted a revised proposed liquidation plan, and on August 14, 2008, FSA approved it and paid WAMU $101,075.24. AR461. The next month, on September 25, 2008, WAMU failed. AR256.

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