OPM Disability Retirement: OWCP, EEOC, Grievances & the Comfort Zone

Medical conditions are often accompanied by the necessity to engage in certain forums, to initiate particular legal actions, and to file for alternative means of compensation.  Actions of necessity often come in bundles, and this is natural, as a single event can spawn multiple avenues of legal relief, and reflect various responses by the Federal Agency or the U.S. Postal Service.

Thus, a medical condition — whether work related or not — can result in Agency retaliation, persecution, adverse actions, subtle changes of attitudes, etc.

It is therefore not a surprise that a Federal or Postal employee who is filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, also has parallel actions which may include the wide spectrum of a simple Grievance, to an EEO Complaint; a concurrent OWCP/Department of Labor case (for an application of compensation based upon a medical condition or injury resulting from an on-the-job incident or on an occupational disease claim, etc.); a claim of hostile work environment, retaliation; assertion of the whistleblower provision, etc.

As an attorney who specializes in obtaining Federal disability retirement benefits for Federal and Postal employees, one observes the following:  there is often a mistaken belief that being involved in parallel or alternative routes of litigation somehow delays the need — whether practically speaking, or in terms of the 1-year Statute of Limitations — for filing of Federal Disability Retirement benefits from the Office of Personnel Management.

This mistaken belief often stems from a “comfort zone” that arises — whether because OWCP is paying on a regular and monthly basis, and so the financial concern is not presently and immediately existent; or because one is continually engaged in some form of contact with the Federal Government through alternative litigation, that the 1-year requirement to file for Federal Disability Retirement benefits is automatically delayed.  The Statute of Limitations is not a sympathetic statute.

A personal comfort zone is not a basis to delay what the law requires.  Immediacy of an event should not be the basis of whether to file for a claim or not.  Planning for the future is the important basis to act, and preparing, formulating and filing for Federal Disability Retirement benefits is something which every Federal or Postal employee should be considering concurrently with all other forums and avenues of compensation.  A man can do more than one thing at a time, and preparing, formulating and filing for Federal Disability Retirement benefits should be one of those multiple issues to be embraced.

Don’t let a present comfort zone deny you the right of a secured future.

Sincerely,

Robert R. McGill, Esquire

Federal Worker Disability Retirement: Work as the Causal Inception

In a claim filed with the Office of Workers’ Compensation Programs (OWCP), causality and whether it is work-related, occupationally related, etc., are issues which will inevitably arise, precisely because the statutory mandates which govern OWCP rules and regulations require proof of a causal connection.

Under Federal Disability Retirement for FERS & CSRS employees, however, such work-related causality is not an issue, because it is not a requirement that a medical condition was “caused” while performing one’s Federal or Postal job, or that there be some connection to an occupational hazard or inherent workplace relationship.  That does not mean, however, that there cannot be a workplace connection; merely that, whether or not there is any such relationship between the medical condition and the work environment, it is not an issue which possesses any significant relevance to the filing of a Federal Disability Retirement application.  

These “fine distinctions” can be confusing for non-lawyers (and, indeed, even for lawyers who are supposedly trained in being able to analytically dissect multiple compounding concepts within statutory language).  

“Causality” to the workplace can, however, be discussed and even referred to in a medical report, or in the Applicant’s Statement of Disability (Standard Form 3112A), as a provision for historical and background context, but it is not an essential element to prove in a Federal Disability Retirement application under FERS or CSRS.  Too much emphasis on the historical context, however, can lead to the unforeseen and dangerous consequence of having one’s case characterized as a “situational disability“, and one must always be cognizant of such a danger.

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Disability Retirement: Recognition

People who are considering filing for disability retirement benefits under FERS & CSRS often come to a recognition that there is life after the Federal Government, right around Thanksgiving, Christmas, and the holiday period in between.  Why?  Because when family, friends and loved ones gather around, and there is some time to recuperate and rejuvenate from the daily grind which further exacerbates and worsens one’s medical conditions, the time of respite, the time of peace and quite, of reflection and time reserved away from work, allows for people to recognize that, Yes, there is life beyond the job, and second, that to continue the daily grind until retirement may result in the inability of one to enjoy one’s retirement in later years.  Good health is a gift; all too often, we misuse that gift.  Happy Thanksgiving to all, and please enjoy a safe holiday weekend.

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Disability Retirement: Creativity & Objectivity

The Applicant’s Statement of Disability is a very personal statement; that is precisely why when I take on cases at the Second (Reconsideration) Stage, or at the Third (Merit Systems Protection Board) Stage, I have an opportunity to read heart-felt, personal, and very “emotional” statements written by the individual applicant.  This is not to be negatively critical of such statements — such personal, emotionally-charged statements can be very effective.  On the other hand, it is precisely because the Applicant who writes such a statement — about his or her own personal engagement and experience of the disability — that he or she is unable to provide an objective perspective.  It is very difficult to “stand outside” of one’s self and write about one’s self.  Again, this is not a negative criticism — it is simply what it is.  As an aside, I have had many of my clients who read my interpretive statement of disability, which I craft based upon multiple sources (i.e., by speaking to the client; by having my client fill out a short questionnaire; by reading the medical reports and records, etc.), who tell me later that, yes, the statement of disability accurately reflected their state of medical disability, and further, that it made him or her realize for the first time how “bad off” they were.  It takes a perspective of objectivity to creatively — and accurately — depict one’s own medical disability and the impact of such disability upon one’s life.  For this, a third party — often an attorney — is needed.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Creativity Is Important In the Applicant’s Statement

It is important to creatively inter-weave facts, feelings, medical impact, symptoms and conditions into a persuasive Applicant’s Statement of Disability.  It should not be overly emotional; it should not be voluminously long; it should not be preachy; it should not be written as a doctor would write it.  It is the Applicant’s Statement of Disability, and it should be from the Applicant’s perspective; but as with every writing, the “audience” to whom anything is written, must always be kept in mind.  Remember that the audience is a reviewing Office of Personnel Management representative — one who is evaluating, analyzing, and making a decision upon the application for disability retirement. 

Of course the independent attachment of medical documentation will be persuasive; of course a review of the position description will have an impact; and of course the analysis of comparing the medical condition with the type of job one has will be scrutinized and will be relevant.  It is the applicant’s statement of disability, however, which will most often be the determining factor.  That is why such a statement must creatively weave all of the various aspects of a disability retirement application — facts, emotions, job impact, medical impact, doctor’s statement, personal statement, impact statement — all in a bundle, all inter-weaving, all in a persuasive, creative description.

Sincerely,

Robert R. McGill, Esquire