Trueblood Amanda v. National Credit Union Administration

CourtMerit Systems Protection Board
DecidedApril 5, 2024
DocketDE-0432-21-0099-I-1
StatusUnpublished

This text of Trueblood Amanda v. National Credit Union Administration (Trueblood Amanda v. National Credit Union Administration) 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
Trueblood Amanda v. National Credit Union Administration, (Miss. 2024).

Opinion

UNITED STATES OF AMERICA MERIT SYSTEMS PROTECTION BOARD

AMANDA TRUEBLOOD, DOCKET NUMBER Appellant, DE-0432-21-0099-I-1

v.

NATIONAL CREDIT UNION DATE: April 5, 2024 ADMINISTRATION, Agency.

THIS FINAL ORDER IS NONPRECEDENTIAL 1

Amanda Trueblood , Parker, Colorado, pro se.

Gerard Poliquin , Esquire, Austin Furman , and Jeffrey Zick , Alexandria, Virginia, for the agency.

BEFORE

Cathy A. Harris, Chairman Raymond A. Limon, Vice Chairman

FINAL ORDER

The appellant has filed a petition for review of the initial decision, which affirmed the agency’s chapter 43 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1 A nonprecedential order is one that the Board has determined does not add significantly to the body of MSPB case law. Parties may cite nonprecedential orders, but such orders have no precedential value; the Board and administrative judges are not required to follow or distinguish them in any future decisions.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). 2

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 MODIFIED to clarify the legal standard applicable to the appellant’s claim of disability discrimination based on the agency’s failure to provide her a reasonable accommodation, we AFFIRM the initial decision.

BACKGROUND Effective January 7, 2018, the agency reassigned the appellant from her position as a CU-13 Credit Union Examiner to a position as a CU-13 Consumer Access Analyst, the latter of which fell under the auspices of the agency’s Office of Credit Union Resources and Expansion (CURE). Initial Appeal File (IAF), Tab 14 at 266, Tab 35 at 223. The Consumer Access Analyst position required that the appellant serve as a technical advisor on various complex issues. IAF, Tab 35 at 223-25. Her duties included reviewing, analyzing, and recommending “either approving or denying charter conversion requests from [F]ederal credit unions and state-chartered credit unions.” Id. at 223. The appellant’s position also required her to track her workload. 2 Id. at 224.

2 As set forth in the initial decision, the appellant was expected to track the status of her work assignments in the agency’s “GENISIS” database. IAF, Tab 61, Initial Decision at 5. The GENISIS system, among other things, established standard timelines for each type of work assignment. Id.; IAF, Tab 14 at 214-16. 3

The appellant was rated as fully successful for the appraisal period ending on September 30, 2018. IAF, Tab 14 at 263. However, on May 7, 2019, following a progress review meeting, the appellant’s first-line supervisor provided the appellant with a formal memorandum informing her that her performance was substandard. Id. at 28-31. Specifically, the memorandum informed the appellant that her performance was lacking in the following three critical elements of her position: (1) Analysis, Decision Making, and Problem Resolution; (2) Written Communication; and (3) Planning, Organizing, and Coordinating. Id. at 28-31, 238-39, 242, 246. Approximately 4 months later, on September 9, 2019, the agency notified the appellant that her performance was unacceptable in two critical elements, i.e., (1) Customer Service and Teamwork and (2) Planning, Organizing, and Coordinating, and it placed her on a 60-day Performance Improvement Period (PIP). Id. at 19-26, 240, 246. On November 15, 2019, the agency extended the PIP for 30 days, for a total of 90 days. Id. at 33. As a result, the PIP period ended on December 13, 2019. Id. On March 27, 2020, the agency proposed to remove the appellant for failure to perform acceptably in two critical elements, i.e., (1) Customer Service and Teamwork and (2) Planning, Organizing, and Coordinating. Id. at 7-16. After she responded to the proposed removal both orally and in writing, IAF, Tab 12 at 68-135, Tab 13 at 5-12, by letter dated December 28, 2020, the agency removed the appellant effective January 1, 2021, for failing to meet performance standards in the critical element of Planning, Organizing, and Coordinating 3 only, IAF, Tab 12 at 55, 57-66. In the December 28, 2020 letter, the agency informed the appellant that she had failed “to plan and prioritize [her] workload to ensure assignments were processed within established timeframes; to identify and manage resources required to complete assignments efficiently; and to respond promptly to problems and complete work in a timely manner.” Id. at 59. The 3 This critical element contained the following expectations for an employee: “Manages time and resources, achieves deadlines, recognizes and responds to changing priorities and circumstances, and adheres to national and regional goals.” IAF, Tab 14 at 246. 4

letter provided specific examples of the appellant’s shortcomings in this regard and it discussed, among other things, the appellant’s failure to meet the GENISIS timelines for various work assignments. Id. at 59-65; IAF, Tab 14 at 214-16. The appellant appealed the agency’s removal action to the Board and requested a hearing on the matter. IAF, Tab 1 at 2. On appeal, the appellant raised the affirmative defense of disability discrimination based on the agency’s failure to provide her with a reasonable accommodation. IAF, Tab 24 at 4, Tab 30 at 4-8. To this end, she alleged that, in 2018, she had made a series of accommodation requests with the agency based on her generalized anxiety disorder disability. 4 IAF, Tab 30 at 4-5. Specifically, she alleged that she had requested the following accommodations, all of which the agency had improperly denied: (1) reduced work hours, i.e., a 6-hour workday in lieu of an 8-hour workday; (2) reassignment to a vacant Consumer Access Coordinator position within CURE; (3) another leave of absence; 5 (4) a new trainer; and (5) relief from phone work. 6 Id. at 6, 12-17. Following a hearing conducted via Zoom for Government, the administrative judge issued an initial decision affirming the agency’s removal action. IAF, Tab 61, Initial Decision (ID) at 1, 30. In so doing, he concluded that the agency proved its charge by substantial evidence. ID at 22-26. Specifically, he found the following: (1) the agency proved that the appellant’s performance was unacceptable prior to the PIP; (2) it was undisputed that the

4 The appellant acknowledged that she had also made a request regarding work -related lodging accommodations due to her digestive food allergies; however, she clarified in a prehearing filing that, for purposes of her affirmative defense, she was “limiting her disability to that of [g]eneralized [a]nxiety [d]isorder.” IAF, Tab 30 at 6 n.2, n.4.

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Trueblood Amanda v. National Credit Union Administration, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trueblood-amanda-v-national-credit-union-administration-mspb-2024.