Search Results for: essential elements

Early Retirement for Disabled Federal Workers: Essential Elements

January 11, 2011

In preparing, compiling, formulating and filing a Federal Disability Retirement application under FERS or CSRS, one must prove by a preponderance of the evidence (a legal standard which has been set by statute) that a Federal or Postal worker who has a minimum of 18 months of Federal Service (under FERS) or 5 years (under CSRS) suffers from a medical condition such that the medical condition prevents one from performing one or more of the essential elements of one’s particular kind of job.

The concept of “essential elements” is variously defined and expanded upon by court cases, but one way to identify the “core elements” of a particular job is to review the position description, and to extrapolate from the official description of the job. Another place, of course, is the Agency’s performance review, which will often identify the core elements.

One should never overlook the obvious, in addition to that which is identified in the position description — the fact that one is required according to the position to work full time; to be “on site” for many jobs (thereby precluding tele-commuting as a viable permanent accommodation); and certain other inherently obvious elements which are often mentioned in passing — such as sitting for long periods of time (a sedentary position); being required to stand or walk for extended periods of time; and other such “essential elements” which make up a position, and are inherently required by the very nature of the job. Those “obvious” but often unmentioned essential elements are notable for the fundamental requirements of being able to successfully perform a job. They should not be overlooked.

Sincerely,

Robert R. McGill, Esquire

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OPM Disability Retirement: Applicant’s Statement & Essential Elements

September 18, 2009

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When an applicant for FERS & CSRS Federal Disability Retirement benefits begins to craft his or her Applicant’s Statement of Disability, certain foundational questions must be considered before composing the historical, emotional, substantive and impact-descriptive narrative. For instance, to the legal criteria, To be eligible for Federal Disability Retirement Benefits, one must show that one’s medical conditions prevent one from performing one or more of the essential elements of one’s job — the initial and most foundational question obviously is: What are the “essential elements” of one’s job?

Now, that may seem like a simple — even simplistic — question. One needs only to look at the official position description and pick out the major factors of the position. If only it were that easy. For, there are many “implicit” essential elements which are not explicitly stated, and it is often those unspoken, “un – described” elements, which are directly impacted by one’s medical conditions and disabilities, which must be creatively woven into the narrative of one’s disability statement.

Always remember to take care of the “foundational” issues first; thereafter, the narrative can extrapolate from the major factors of the position description.

Sincerely,

Robert R. McGill, Esquire

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OPM FERS Disability Retirement: Coordination of Elements

July 12, 2019

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There is no question about it: It is a complex process.

Administratively, it must be passed through multiple levels of agency review in order to get a completed packet — the Supervisor’s Statement (SF 3112B); Agency’s Efforts for Reassignment and Accommodation (SF 3112D); effectively answering the Applicant’s Statement of Disability such that it provides the proper nexus between each of the questions on SF 3112A — for, although it may not be so obvious, the questions must both be answered separately as well as viewed in the totality of each as being a component fitting in with each other, in order to answer it to completion.

Then, there is the coordination of internal and external elements, and the intersecting impact within and without — of a medical report effectively prepared and consistent with the history of treatment modalities; of a nexus persuasively argued establishing the connective impact between the medical condition and the essential elements of the Federal or Postal job elements; and the interconnectedness of essential elements to the physical or cognitive inability to perform one or more of the essential elements, etc.

Throughout the process — whether for a denial and a rebuttal response at the Reconsideration Stage, or at the initial preparation stage in the First Stage; or, even of an appeal to the U.S. Merit Systems Protection Board — the coordination of elements is important in preparing, formulating and filing an effective Federal Disability Retirement application to be submitted to the U.S. Office of Personnel Management.

Consult with a FERS Attorney who specializes in FERS Disability Retirement Law in order to more effectively establish the coordination of elements.

Sincerely,

Robert R. McGill, Esquire

Federal and Postal Disability Retirement: The Essential Points

December 9, 2011

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Becoming embroiled in the minutiae and complexities in the preparation, formulation and filing of a Federal Disability Retirement application is important and necessary; however, in doing so, it is important to make sure that the foundation — the “essentials” — are not overlooked in the process.

Thus, while preparing and formulating the Federal Disability Retirement application under FERS or CSRS, for submission to the U.S. Office of Personnel Management, always go back to the three (3) essential elements of a Federal Disability Retirement case: First, the medical condition itself. Preparation by the treating doctor of a sufficient medical narrative report is essential to the successful outcome of a Federal Disability Retirement application. Guidance as to the elements which must and should be contained in the medical narrative report is crucial to the endeavor.

Second, the position description. Always remember that it is not only what one is actually doing in a Federal or Postal position (although that is also a part of it), but also what the official position description states that one should be doing, or may be asked to do at any moment (this can become an important part of the argument later against OPM if OPM decides to bring up any issues concerning Agency Accommodations).

Third, the Bridge or Nexus between the Medical Condition and the Position. This is the important “third rail” of the entire process, which should be delineated first in the medical narrative report prepared by the doctor, as well as described effectively in the Applicant’s Statement of Disability. Of course, throughout the process, it is important to attend to the details; but never let the complexities of the details sidetrack you from the important essentials in preparing, formulating and filing for Federal Disability Retirement benefits whether under FERS or CSRS, from the Office of Personnel Management.

Sincerely,

Robert R. McGill, Esquire
OPM Disability Retirement Attorney

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FERS & CSRS Disability Retirement for Federal and USPS Workers: Overlooking an Essential Element

July 30, 2010

8 Comments

Potential applicants who are considering filing for Federal Disability Retirement benefits under FERS or CSRS will sometimes ask the question, What are the essential elements of one’s job?

Sometimes, the answer to the question is often easy to identify, especially if there are unique and distinct features to a particular type of Federal or Postal job. Other elements are sometimes so obvious that they are overlooked — such as the fact that one must be able to work full time at a job.

Thus, the fact that a Federal or Postal worker is able to work 4 hours a day, or 6 hours a day, and be able to perform all of the other essential elements of his or her job, does not preclude one from being eligible for Federal Disability Retirement benefits under FERS or CSRS.

Further, if the Agency is being “nice” and “accommodating” by allowing for the remainder of the hours to be covered by sick leave or even LWOP, does not preclude the Federal or Postal employee from filing for, and being eligible for, Federal Disability Retirement benefits under FERS or CSRS.

Being able to work full time in a full time position is an essential element of the job. Don’t overlook the obvious; the obvious is often the gateway to success.

Sincerely,

Robert R. McGill, Esquire

FERS Disability Retirement Benefits: Jobs versus careers

June 25, 2019

46 Comments

We make a distinction between the two, do we not? One merely “lands” a job, whereas we “pursue” a career, implying the arbitrary nature of the first and the delectable interest shown in the second. Yet, the bifurcation of the two is never so stark as night and day, but can often be clouded in the grey of differences: Obviously, a “job” can be a career, and careers can take on many jobs in the upward advancement of one.

Thus, one can begin as a clerk, move into management, and ultimately become the President of a company; and while each job is distinguishable from the other, the entirety of the whole constitutes a “career” that one pursued. Yet, we make the distinction especially when we are in “dead-end” jobs — those employment situations which disallow for advancement either in pay or in responsibilities (although, in some dead-end jobs, the responsibilities continue to expand without any increase in pay, which defines why it is a “dead-end” job because, in the end, you will end up dead by working too hard without a living wage). And, while jobs in their totality and/or continuum of advancements may lead to a career, can a career become merely a job?

That question is rarely, if ever, asked because careers are generally thought to be an elevated form of the lesser stature of “a job”, and as the higher standard cannot be subsumed or subjugated to the lower, it is normally not a valid consideration. Yet, we talk in those terms, don’t we? We hear statements like, “My career has stalled” or “His career has hit a glass ceiling”, or even, “Her career is going nowhere”.

Medical conditions, of course, can be a key element in the interference of a “career”, and in some sense, of transforming a career into a mere job.

For Federal employees and U.S. Postal workers who suffer from a medical condition such that the medical condition prevents the Federal employee from performing one or more of the essential elements of his or her positional duties, it may be time to recognize that one’s “career” has become a “job” precisely because of the medical condition.

The medical condition is the factor and element which has “stalled” one’s career, and it is time to then prepare, formulate and file an effective Federal Disability Retirement application, to be filed through the U.S. Office of Personnel Management.

Consult with an experienced Attorney who specializes in FERS Disability Retirement Law in order to maneuver through the complex bureaucratic maze.

Sincerely,

Robert R. McGill
Federal Disability Attorney

FERS Medical Retirement for Federal Employees: Odd man out

March 1, 2019

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Medical conditions make one “feel” as the odd man out. First, it is a sense of one’s self; something is not quite right, whether in one’s cognitive capacity, emotional upheaval, or through indicators of increasing physical pain. Then, when it begins to impact one’s ability and capacity to perform all of the essential elements of one’s Federal employment or Postal position, that “inner” sense begins to impact upon the “outer” reality of interacting with others.

Others begin to notice the change, and over time, the inner sense of being the odd man out begins to be reinforced through the treatment by others, that indeed, not only is there an inner sense of being the odd man out, but you are treated outwardly as the odd man out.

Federal Agencies and Postal units work as collective organisms that act like unfettered packs of wild animals, leaving a version of a Hobbesian State of Nature to occur without remorse. Fortunately for the Federal employee and U.S. Postal worker, there are laws that allow one to protect the years of service one has accrued, by filing for Federal Disability Retirement benefits through the U.S. Office of Personnel Management.

If you — as a Federal employee or U.S. Postal Service worker — have come to recognize that your sense of being the “odd man out” is no longer merely a subjective state of mind, but has clearly become ascertained through unbearable and persistent harassment, unfair treatment and insistent application of rules to abide by applied in a targeted manner, all because of a medical condition that is suffered through no fault of your own (or even if there can be fault attached, it is irrelevant, as an OPM Medical Retirement does not consider causality as an issue for eligibility determinations), then it may be time to consider preparing, formulating and filing an effective FERS Disability Retirement application through the U.S. Office of Personnel Management.

For, in the end, the odd man out is merely a recognition that it is the world around that has failed to adjust to the cruelty that accompanies an unavoidable medical condition.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement for Federal Government Employees: The content

January 30, 2018

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It is ultimately the content that matters, especially in a technical, administrative procedure where tone and context become secondary. After all, we are addressing a “medical” issue – a cold, clinical subject when it comes to filing an effective Federal Disability Retirement application.

What should be included? How far back? What is meant by the “essential” or “core” elements of a job? Does the capacity and ability to arrive at work for the duration of completing assignments in and of itself constitute an “essential” element of the job? What if the job can be performed, but one simply cannot drive to the job? Must I address failed efforts by the agency to “accommodate” me, and does the term “accommodation” have a narrower legal meaning than the way it is loosely used by my agency?

These and multiple other questions go to the heart – the content – of the issues presented when preparing, formulating and filing an effective Federal Disability Retirement application.

Content is all important, and the audience to whom the Federal Disability Retirement application is intended is relevant to keep in mind. If you are standing in line at a grocery store, or at a Post Office, and someone remarks to you, “You are obviously in pain. Go ahead in front of me” – such kindness and consideration may prompt you to explain, in somewhat abbreviated form, the content of what your medical condition is. However, if that same person who showed such consideration turned out to be a close family member, who either already knows about your condition or is otherwise intimately familiar with the circumstances and the history of your medical condition, your response may be somewhat different.

How much history of the medical condition needs to be related to the U.S. Office of Personnel Management; what medical records need to be attached and accompany the narrative report that creates the “bridge” and “nexus” between the medical condition and the essential elements of the job duties – these all fall under the general aegis of “content”, and must be carefully considered in preparing, formulating and filing an effective Federal Disability Retirement application, whether the Federal or Postal employee is under FERS, CSRS or CSRS Offset.

Sincerely,

Robert R. McGill, Esquire

OPM Medical Retirement: Life’s mortgage

November 9, 2017

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We all know well the concept behind it – of borrowing against the object itself, in order to “half-possess”, occupy and enjoy it presently against a future promise that it will be paid over an incremental period of time. Sort of like life itself, or at least of one’s health. Borrowed time; life’s mortgage; banking on a better tomorrow; relying upon a promise being kept based upon today’s favorable circumstances over a lengthy period of time well into a future we can never be certain about.

Yet, because the collateral is the object itself – normally, the house that is being mortgaged – the loaning institution actually doesn’t take any gamble at all, even if the value of the collateral plunges below the agreed-upon amount to be paid; one is still obligated, no matter what.

It is sort of like life’s challenge itself – of the promise of a promising life based upon an anticipated health that will last until the day when one is suddenly gone. But life doesn’t always work that way, just as the mortgage, lien and promise of financial growth doesn’t quite always fold out as planned, like the scrolled blueprint that keeps trying to roll back into an obscured cylinder with each attempt to lay it flat.

Sickness occurs; health deteriorates; the 30-year mortgage that was promised at the onset of the contract signed doesn’t unfold as anticipated, and sometimes a default occurs – like the health that deteriorates and the career that must be ended.

Federal Disability Retirement is a benefit accorded to all Federal and Postal employees under FERS, CSRS or CSRS Offset, based upon the idea that recognizes that while a long-term commitment to a career is reasonably anticipated, there are instances where such a commitment may need to be modified in the event of failing health. Unlike the bank’s position in a mortgage-relationship as lender-to-borrower, however, it is not quite all that one-sided. There are options still open.

Thus, because Federal Disability Retirement requires only that a person be unable to perform one or more of the essential elements of one’s position being occupied, the Federal or Postal employee is allowed to go out into the private sector and work at a job somewhat dissimilar (so long as there are “essential elements” which are not identical to the former Federal or Postal position), and make up to 80% of what the former Federal or Postal job pays currently.

For, in the end, life’s mortgage is unlike the home mortgage where the lender holds all of the proverbial cards; at least for the former, the great thing is that the reliance is upon the capacity of man’s ability, and not upon the fine print hidden within the banker’s contract.

Sincerely,

Robert R. McGill, Esquire

Postal and Federal Employee Medical Retirement: Preponderance of the Evidence

July 31, 2017

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It is the legal standard by which civil (non-criminal) adjudications are based upon, and whether or not it can be rationally demarcated as against other standards – i.e., “Clear and convincing evidence” or “Proof beyond a reasonable doubt” is a question for legal theorists and the schools rendered under the general aegis of, “The Philosophy of Law” – is a valid question in and of itself.

For, we can dress prettily and puff up the definition of what it all means, and bifurcate and explain how the three standards are distinct and differentiated by the increasing severity of the criteria to be applied, but in the end, the juror who goes back into the room to consider the guilt or innocence, the fault or apportioned negligence, is entirely subjective.

For, is there a clear demarcation as to what “reasonable” is? Can one delineate what is “clear” to one and “convincing” to another? If a witness has perfect recall and a persuasive manner of telling a “story”, if one juror blurts out, “Oh, but his eye twitched and he was clearly lying through his teeth!” – what then? And the concept that one side has a “preponderance of the evidence”, or to put it in different but equally confusing terms like “more likely than not” or “the greater weight of truth” – what do all of these analogies and metaphors mean, in the end?

Surely, there are the “easy” cases – an entire football stadium who saw a man shoot another, and the assailant who confesses to the murder; these, we can say are “beyond a reasonable doubt”, but even then, a single juror who has a beef against societal constrains can “nullify” a verdict by holding out. So, what is the answer (or, for some who are still confused, “what is the question”)?

For Federal employees and U.S. Postal workers who are entering the legal arena of preparing a Federal Disability Retirement application through the U.S. Office of Personnel Management, whether the Federal or Postal employee is under FERS, CSRS or CSRS Offset, the expectation, of course, is that the OPM Medical Retirement application will be approved at the first or second stages of the process – i.e., at the Initial Stage of filing a Federal Disability Retirement application with OPM, or at the “Reconsideration Stage” of the process after an initial denial.

That being said, the Federal or Postal employee must – and should – consider the Third Stage of the Federal Disability Retirement process, which involves an Administrative Judge before the U.S. Merit Systems Protection Board. That is when the legal standard of “Preponderance of the Evidence” will ultimately become relevant and operative, and where the evidence gathered and the amalgamation of arguments proffered becomes a basis for testing the validity of legal standards and the meaningful application of the law, evidence, and statutory interpretations.

Sincerely,

Robert R. McGill, Esquire