Torres v. Harker

CourtDistrict Court, District of Columbia
DecidedOctober 5, 2022
DocketCivil Action No. 2021-0306
StatusPublished

This text of Torres v. Harker (Torres v. Harker) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Torres v. Harker, (D.D.C. 2022).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLUMBIA

OSCAR D. TORRES, on behalf of himself and others similarly situated,

Plaintiffs, Case No. l:21-cv-306-R~ v. ~fLED UNDER SEAL* [ f 6 '( '2/2. I CARLOS DEL TORO, in his official capacity as Secretary of the Navy,

Defendant.

MEMORANDUM OPINION

From time to time, servicemembers in the United States Armed Forces are separated from

service due to medical disability. The Department of Defense ("DoD'') and the Navy have created

a system, consisting of two primary parts, to evaluate Navy servicemembers for disabilities that

render them unfit. The first part is a "medical evaluation" of the servicemember for potentially I

unfitting conditions. If the Navy servicemember advances to the second part, he or she will be

subject to a "disability evaluation" and then, if applicable, a disability rating that affects benefits

upon separation. Between 2016 and 2018, the Navy implemented a new procedure to govern this

process, called the "Properly Referred Policy." That policy ensured that only conditions "properly

referred" by the medical evaluation phase would be considered during the disability evaluation

phase. The Navy rescinded the Properly Referred Policy in 2018. Sergeant Oscar Torres

subsequently filed this class-action lawsuit arguing that the Navy's policy unlawfully prevented

him and similarly situated servicemembers from receiving full consideration during their disability

evaluations. He seeks declaratory and injunctive relief under the Administrative Procedure Act

("APA"), 5 U.S.C. § 706. After considering the administrative record ("AR"), the applicable law,

1 and the parties’ briefing, this Court will GRANT Mr. Torres’s motion for summary judgment and

DENY the Secretary of the Navy’s motion for summary judgment.

I. BACKGROUND

This Court has already addressed at length the background facts, procedural history, and

relevant statutes for this lawsuit. See Torres v. Del Toro, No. 1:21-cv-306 (RCL), 2021 WL

4989451, *1–4 (D.D.C. Oct. 27, 2021), ECF No. 36. Therefore, the Court will only overview what

is most directly relevant to the Court’s decision on the cross-motions for summary judgment.

A. Overview of the Disability Evaluation System and Statutory Constraints

When a military servicemember is set to be discharged from service due to medical

disability, Chapter 61 of Title 10 of the U.S. Code provides the general guidelines for the process

that the servicemember is due. Most of the details, however, are defined through rules generated

by the Secretary of Defense and secretaries of the military services pursuant to Congressional

authorization. See 10 U.S.C. §§ 1216, 1222(c). The Disability Evaluation System (“DES”),

created by the DoD, governs the process for servicemembers facing separation or retirement due

to disability. AR 1942–1999. That system involves several steps that together determine whether

a servicemember is unfit to continue serving. See id. The Navy has further built on the DoD’s

general DES framework with more specific procedures for servicemembers within the Navy’s

purview. See AR 2000–2300.

To enter the Navy’s DES, a servicemember is referred by a commanding or medical officer

for medical evaluation. See AR 1967–70, 2054–56. That referral is memorialized in Department

of Veterans Affairs (“VA”) Form 21-0819. AR 370–71, 2335. VA Form 21-0819 contains a

section for a referrer to list medical conditions for which the servicemember is being referred as

well as a section for the servicemember to list additional claimed conditions. AR 370–72, 2335.

2 From there, the servicemember has entered the DES process. A diagram of the usual DES

timeline is provided by the DoD.

AR 2371.

During the medical evaluation phase of the DES process, a Medical Evaluation Board

(“MEB”), comprising two or more physicians, assesses the servicemember’s individual

conditions and combination of conditions to decide whether to refer the servicemember to the

physical evaluation board (sometimes referred to as “PEB”) phase. See AR 1957–59, 2308; Pl.’s

Mem. 1. If a servicemember is referred by the MEB, the first step of the physical evaluation

board phase is an Informal Physical Evaluation Board (“IPEB”). AR 2371. The IPEB makes an

initial assessment of whether a servicemember is unfit for continued naval service. AR 1959,

3 2027. That determination is based on a records review, and the IPEB’s “preliminary finding[

will] become the PEB final determination upon a finding of Fit to continue naval service or upon

waiver of the hearing right by the member.” AR 2027 Servicemembers who are found unfit by

the IPEB may subsequently request a Formal Physical Evaluation Board (“FPEB”) hearing to

contest the findings, including the disability rating assigned to them. See AR 1959–60.

If either the IPEB or FPEB concludes that a servicemember is unfit for continued military

service, it will also assign a disability rating to the servicemember. The level of disability rating

determines the payment that a servicemember receives after separation. See Schmidt v. Spencer,

319 F. Supp. 3d 386, 389 n.1 (D.D.C. 2018), aff’d sub nom. Schmidt v. McPherson, 806 F. App’x

10 (D.C. Cir. 2020). A 0% to 20% rating will result in a “medically separated” designation leading

to a one-time lump sum disability severance payment. See 10 U.S.C. §§ 1203, 1212. A 30% or

greater rating will result in a “medically retired” designation. See id. §§ 1201, 1203. A medically

retired individual receives monthly disability payments as well as certain rights for the

servicemember and family members. See id. When determining a disability rating, the FPEB and

IPEB must consider what combination of the servicemember’s medical conditions, if any, merit a

combined disability rating. AR 1972–73.

Congress has also imposed both general and specific statutory requirements on the DES

process. For example, the relevant statute requires a “full and fair hearing” if requested by the

servicemember. 10 U.S.C. § 1216. Additionally, “[t]he Secretary concerned” in a determination

of disability is directed to consider “all medical conditions, whether individually or collectively,

that render the member unfit to perform the duties of the member’s office, grade, rank, or rating.”

10 U.S.C. § 1216a(b) (emphasis added). And of particular relevance to the Court’s decision is a

statutory requirement that Congress imposed to govern the conduct of physical evaluation boards.

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