Federal Worker Disability Retirement: The Extras, on Either Side

In performing a job, there is the basic parameter of the official “position description” for the Federal and Postal employee, which provides the foundational overview, the physical and cognitive demands of the job, and the necessary credentials and qualifications required before acceptance.

The reality of the actual workplace may somewhat modify the official establishment of one’s position, and that is to be expected:  generalities are often tailored to meet the needs of individual circumstances and situations presented by the local agency.  Beyond that, however, there is often the question of what constitutes “too much” on the one hand, and on the other side of the equation, what reduced modification of a position constitutes an accommodation under the law.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, such a duality of questions will often be encountered.  Modification by a Supervisor of a position’s duties may well allow for the Federal or Postal employee to continue to remain in a position, without compromising one’s health.  Yet, does such unofficial modification constitute a viable accommodation such that it would preclude one from being eligible for Federal Disability Retirement?  Normally, not.

On the other side of the equation, does adding responsibilities to one’s official position description result in such additional duties becoming part of the essential elements of one’s job, such that the fact that one’s medical conditions may prevent one from performing such added responsibilities impact the eligibility for Federal Disability Retirement?  Again, normally not. But such issues must be approached with intelligence and armed with the tools of knowledge of the applicable laws.

Whatever the answers, the “extras” on either side of the equation must be approached with caution, lest one finds that the earth is indeed flat, and one can fall over the edge into an abyss of administrative nightmares in preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS.

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Medical Disability Retirement: Position Descriptions

The Agency Position Description ultimately determines the parameters of the crucial question in a Federal Disability Retirement application, whether under FERS or CSRS, and therefore should not be underestimated or overlooked in its relevance, import and substantive weight.  What a person actually does in a Federal or Postal job can be distinguished from the official duties ascribed in a Position Description; similarly, what a person is not assigned to do can be easily differentiated from essential elements as described in a position description.

Some position descriptions are elaborated in more generic terms and conceptual generalizations; others provide a detailed insight into the physical requirements of the job, as well as the complexity of the cognitive qualifications necessary to satisfy the position.  What a person actually does in one’s Federal or Postal job may well be quite different from how the position description delineates the duties; but somewhere between what one does and what one is described to do contains a happy medium of extrapolating the essence of a Federal or Postal position.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, the problem with focusing exclusively upon what one does, as opposed to the position description, is that OPM has no idea what you do, whether you do it, and how you do it, apart from what the position description states.

One is retiring from the position description, not from the real world.  It is the virtual reality which forms the basis of a Federal Disability Retirement application; the real world is beside the point.  Fiction, not reality; the narrative form, not the actual life experience; the excellently formulated disability retirement packet, and not the real-world pain of the medical condition; these comprise the basis of a successful Federal Disability Retirement application.

Sincerely,

Robert R. McGill, Esquire

Federal Employee Medical Retirement: Implicit v. Explicit

That which is not explicitly stated, may leave room for the listener to infer multiple meanings based upon the implicit statement of the speaker or writer.

Thus, in a Federal Disability Retirement application under FERS or CSRS, filed with and obtained through the U.S. Office of Personnel Management, it is important to state with explicit redundancy those elements which meet the legal criteria for eligibility for Federal Disability Retirement benefits.  X impacts positional element Y.  X may impact positional elements Y or Z.  X will surely prevent Mr. A from performing some of the essential elements of his job.  Of these three statements, which one states unequivocally and explicitly, while the other two allow for inferences which may well result in a denial from the Office of Personnel Management?  Obviously, the answer is the first statement, leaving the subsequent two room for inference and implication.

Remember that the Disability, Reconsideration and Appeals “Specialist” at the U.S. Office of Personnel Management is specifically targeting a Federal Disability Retirement application for any excuse to deny it.  The reviewer will selectively choose any cracks in the aggregate of the disability retirement packet, and where there is room for inference or implication, the language used will be interpreted in the light most favorable to the Office of Personnel Management, to issue a denial in a Federal Disability Retirement case.

Wherever and whenever possible, make explicit that which sounds implicit.  The crack of dawn is a time to get up and get things accomplished; a crack in the meaning and usage of language is merely an excuse for misuse and abuse.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Conceptual Clarifications of Duties

In preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS, it is helpful to make an initial conceptual distinction between the type of positional duties which one performs for the Federal Service — whether sedentary and administrative; whether it involves the necessity of on-demand travel or deployment; whether the particular medical condition requires special medical care or technology and apparatus which is not available upon travel or deployment; how physical; weight lifting requirements; how repetitive; whether driving is required; whether and to what extent it is cognitive-intensive; and multiple other considerations.

Such bifurcation and conceptual distinctions are important for purposes of informally categorizing a descriptive analysis for correspondence of duties-to-medical-conditions.  Thus, when the time comes to formulate the narrative portion of one’s application for Federal Disability Retirement, it becomes easier to effectively delineate the impact of one’s medical conditions upon one’s positional duties.

It is one thing to experience a medical condition; it is quite another to effectively describe the medical condition, utilizing the proper and accurate adjectives and descriptive word-pictures to a third party; and it is even further another matter to describe one’s medical condition and its impact upon one’s ability/inability to perform one or more of the essential elements of one’s job.  To perform the intellectual exercise of mentally delineating a list of one’s positional duties in one column; a list of symptomatologies in a separate column; a correspondence of impact between the columns (but remember, it should never be simply a one-to-one correspondence,and cross-overs and multiple overlays reflect the “real world” of medical conditions and their impact upon one’s positional duties), is a helpful exercise in the presentation of the “final product” to the Office of Personnel Management.

In preparing and formulating a Federal Disability Retirement application under FERS or CSRS, it is important to “think through” the administrative process, in order to exponentially increase the chances of success at each stage of the process.

Sincerely,

Robert R. McGill, Esquire

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

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

 

Medical Retirement Benefits for Federal & Postal Employees: The Job Description

Remember that the official Job Description may provide an antiseptic-like delineation of the major functions of a particular position.  From that, one may infer, imply and extract the daily physical and cognitive requirements in order to efficiently perform those major functions.

However, in filing a Federal Disability Retirement application under FERS or CSRS, one must remember that it is never a wise endeavor to think that the Office of Personnel Management will infer, imply or extract anything, leaving aside making the logical connection between a Job Description and the physical, emotional and cognitive requirements to implement the job requirements.

As such, in formulating the impact between one’s medical conditions and the essential elements of one’s job, it is encumbent upon the applicant who is filing for Federal Disability Retirement benefits to make explicit that which is implicit; to reveal that which may be contained “between the lines”; and to make sure that, instead of infering, implying or extracting, that the daily physical, emotional and cognitive requirements are boldly revealed.

Sincerely,

Robert R. McGill, Esquire

Federal and Postal Disability Retirement: If all Roads Lead to …

If all roads lead to Point A, then it is obviously Point A which is of importance; the multiple roads which lead to it, while supportive and secondarily of importance, it is that critical point which must be taken care of.  This principle is important to keep in mind in preparing a Federal Disability Retirement application under FERS or CSRS.  What is the critical “Point A” of the process?  What is that essential centrality around which everything else coalesces and points back to?  That which is determined to be the foundational center of any process is that which must be thoughtfully formulated and constructed. 

In a Federal Disability Retirement case, for Federal and Postal workers under FERS & CSRS, that critical “Point A” is the Standard Form 3112A — the Applicant’s Statement of Disability.  Think about it for a moment.  That is the form — and the opportunity — to discuss the medical conditions; how the medical conditions impact one’s inability to perform one or more of the essential elements of one’s job; whether or not your medical condition can be accommodated, etc.  What is the relevance of a medical report?  Its relevance surfaces only when it is explained in relation to one’s job.  What is the relevance of a job description?  Its relevance emerges only in relation to the explained medical condition.  What is the relevance of how a medical condition impacts one’s life outside of work?  Its relevance becomes apparent only in relation to its pervasiveness and described impact.  All of these issues become relevant because they point back to Point A — the Applicant’s Statement of Disability.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Applicant’s Statement & Essential Elements

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