FEDweek Issue: Wednesday, November 24, 2004

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In This Week's Issue:
1. Pay Raise Moves Ahead
2. Contracting Language Dropped
3. Dental-Vision Bill Stalled
4. TSP Bill Has Hopes
5. L Fund Preparations Progressing
6. Guidance on Job Seeking Issued
http://www.fedweek.com/HotFreeNews/default.asp 
7. Check That Open Season Form
8. Experts Views: Permissible Changes in FEHB Enrollment
http://www.fedweek.com/content/ev/index.php  
9. Congress Clears Reforms for VA Doctors, Nurses
10. COLA Count Starts with Jump
11. Special Rate Back Payments Still Pending
12. Federal Legal Corner: Union Right to Attend Investigative 
Interviews
http://www.passmanandkaplan.com
13. FEDweek Special Message to All Federal Employees & Retirees
2005 CSRS & FERS In-Print Retirement Planning Guides 
Now Available to All Federal Employees for Immediate Shipment 
(YOU WON'T FIND THESE RETIREMENT PLANING GUIDES ANYWHERE ELSE,
EXCEPT FEDWEEK!) http://www.fedweek.com/csrs.htm
****************************************************************

1. Pay Raise Moves Ahead
The 3.5 percent January 2005 federal pay raise, which has been 
working its way through Congress for most of this year, is only 
a few steps from reality, as Congress has added that figure to 
a wrap-up spending bill covering the rest of the current fiscal 
year. President Bush is expected to sign the bill-even though 
the White House objected to the figure once again in a letter 
to the lame-duck session of Congress that finalized the 
spending measure-and to issue an order soon specifying how the 
amount will be split between across-the-board and locality 
pay for general schedule employees. Earlier the Federal Salary 
Council recommended that if a 3.5 percent raise is approved, 
2.5 percentage points should go across the board and the 
money for the other percentage point be split up as locality 
pay. That would be consistent with past practice in similar 
situations.

2. Contracting Language Dropped
In other action on the catchall spending bill, House and Senate 
members dropped language-earlier approved by the full House and 
by Senate committee-that would have barred the Bush 
administration from carrying out several of the key changes 
in contracting-out policy ordered last year. The White House 
had threatened a veto over the provision, claiming it would 
undercut its "competitive sourcing" initiative, which is one 
of the cornerstones of the administration's management reform 
agenda. However, President Bush earlier signed measures 
imposing restrictions at the Defense Department, which does 
about two-thirds of the government's contracting out. Those 
provisions generally require that work can be converted only 
if the contractor bid would produce savings of at least 10 
percent or $10 million, and additionally would create a process 
through which the in-house side could appeal a contracting-out 
decision-although the appeal would have to be filed by 
management, not by employees or their union representatives.

3. Dental-Vision Bill Stalled
During the lame-duck session Congress was unable to achieve 
final passage of proposals (HR-3751 and S-2657) to create a 
standalone vision and dental benefit coverage program for 
federal employees, retirees and family members that would 
supplement the limited coverage available through the 
Federal Employees Health Benefits program. The two chambers 
were trading bills back and forth on the issue, but the 
House adjourned before voting on the final Senate version. 
Sponsors likely will try again early in the new Congress; 
the benefit would not have been available until 2006 in 
any event.

4. TSP Bill Has Hopes
A similar back and forth occurred on plans (S-2479 and 
HR-4324) to end the twice-yearly open seasons in the Thrift 
Savings plan and allow employees to join the program or 
change ongoing investment levels at any time. The House 
ultimately dropped a provision-estimated to cost $1.1 
billion over ten years-that would have started automatic 
and matching government contributions for newly hired 
employees immediately, rather than keeping them on the 
current schedule in which those payments don't start until 
nearly a year has passed in some cases. However, the 
Senate didn't take up the bill in its final form. A chance 
for passage this year remains, however, since the Senate 
is due to return for a brief work session in which it might 
take up the bill.

5. L Fund Preparations Progressing
The Thrift Savings Plan expects to have its planned new 
"lifecycle" (L) fund available in mid-2005, following 
issuance of a contract to a firm to develop details of how 
the fund will operate. The new fund will allow investors 
to set a target withdrawal date-in the mutual fund industry, 
five year increments are common, although that is still to 
be decided for the L fund-and the money will be distributed 
among the TSP's five current funds depending on a 
predetermined risk/reward formula. The allocation will 
be adjusted periodically and also will become more 
conservative as the projected withdrawal date approaches.

6. Guidance on Job Seeking Issued
The Office of Government Ethics recently issued a memo 
regarding ethical requirements applying to federal 
employees who are seeking outside employment. For a 
closer look at the memo, go to 
http://www.fedweek.com/HotFreeNews/default.asp in the 
hot free info section of our website.

7. Check That Open Season Form
As the Federal Employees Health Benefits program open season 
continues (through December 13), those making coverage 
changes should be sure to use the revised version, dated 
October 2004, of the election form, the SF-2809. There 
are several changes on the form from the prior version, 
including with the event codes that permit change and the 
enrollment of family members. 

8. Experts Views: Permissible Changes in FEHB Enrollment
There have always been certain permissible changes in 
Federal Employees Health Benefits enrollment outside an 
open season, writes benefits expert Reg Jones. "This 
year they've been revised and, in some cases, expanded, 
in part to accommodate the 'cans and can'ts' created by 
the advent of premium conversion," he writes. You'll 
find his column at http://www.fedweek.com/content/ev/index.php  
  
9. Congress Clears Reforms for VA Doctors, Nurses
Congress has cleared for President Bush's signature a 
bill (S-2484) making several changes in the way Department 
of Veterans Affairs doctors are paid and in the working 
schedules for VA nurses. The measure would replace the 
current physician and dentist pay schedules with a base 
pay that would be determined by length of employment with 
VA, ranging from $90,000 to $133,000, plus market pay 
based on the individual's work experience, the need for 
that specialty, the market demand and other factors, as 
well as incentive pay to reward performance of up to 
$10,000 per year. In addition, VA could pay nurses who 
work three regularly scheduled 12-hour shifts within one 
workweek as having worked a full 40 hours in that week 
and could pay annual bonuses of up to $25,000 to the nurse 
executive in each medical care facility.

10. COLA Count Starts with Jump
After the first month of the counting period toward the 
January 2006 federal retirement cost-of-living adjustment, 
retirees have banked 0.8 percent, following a 0.6 
percentage point increase in October in the consumer price 
index measure used to set that COLA (the COLAs are 
determined by averaging the third quarter of one year to 
the next, which is why the banked increase is higher than 
the monthly count). The countdown toward the 2006 COLA has 
no effect on the COLA to be paid in January 2005, which 
will be 2.7 percent for those retired under CSRS and 2.0 
percent for those retired under FERS and who are eligible 
for COLAs.

11. Special Rate Back Payments Still Pending
It could still be a number of months before final payments 
are made in the settlement of the long-running back pay suit 
for special rate employees whose pay raises were restricted 
in fiscal 1981-1988 under a policy in effect at that time. 
The deadline for filing claims passed on October 27, and 
there are no exceptions allowed. Those who have already filed 
claims-or challenges to the amounts computed for them-need 
not do anything else unless instructed. The settlement 
administrator currently is sending out decisions on challenges. 
Late last year a partial distribution was paid to those who 
had not filed challenges to their amounts. The final 
distribution, including payments to those who filed challenges, 
is expected to occur in mid-2005.

12. Federal Legal Corner: Union Right to Attend Investigative Interviews
The Federal Labor Relations Authority (FLRA) has ruled that 
unions have the right to receive notice of, and an opportunity 
to attend, EEO investigative interviews held with bargaining 
unit employees. SSA, Office of Hearings and Appeals, Boston 
Regional Office and AFGE, Local 1164, 59 FLRA 160 (2004). 

In order for a union to have the right to representation 
under the Federal Service Labor-Management Relations Statute 
(Statute), there must be: (1) a discussion; (2) which is 
formal; (3) between a representative of the agency and a 
unit employee or the employee's representative; (4) 
concerning any grievance or any personnel policy or 
practice or other general condition of employment. After 
a contract investigator contacted and interviewed three 
employees as witnesses for another employee's EEO 
complaint, AFGE, Local 1164 brought unfair labor practice 
(ULP) charges against the Social Security Administration
(SSA). 

The FLRA easily determined that contract investigators 
were representatives of the agency and reaffirmed previous 
decisions that EEO complaints are grievances under the 
Statute. The FLRA again noted that the broad definition 
of "grievance" under the Statute encompasses complaints 
filed under a negotiated grievance procedure as well as 
complaints filed under alternative statutory procedures 
of the EEOC. 

The cases turned, however, on the FLRA's interpretation of 
whether there was a "discussion" and whether it was 
"formal." In order to determine whether meetings constitute 
formal discussions under the Statute, the totality of the 
circumstances presented must be examined and the following 
illustrative factors are considered: (1) the status of the 
individual who held the discussions; (2) whether any other 
management representatives attended; (3) the site of the 
discussions; (4) how the meetings for the discussions were 
called; (5) the length of the discussions; (6) whether a 
formal agenda was established; and (7) the manner in which 
the discussions were conducted. 

In the first case, the FLRA found that there was no formal 
discussion. An investigator called an employee (potential 
witness) and identified himself. He asked the witness if 
she had knowledge of what another employee (who had filed
a formal EEO complaint) did at work or had knowledge of 
the employee's problems with management. The potential 
witness said that she had no firsthand knowledge of the 
information sought. Soon after, the potential witness 
terminated the call. The FLRA found that this phone 
conversation did not constitute a formal discussion based 
on the totality of the circumstances. In particular, it 
was noted that the conversation was not scheduled in 
advance, took place in the employee's private office, 
was terminated by the employee, and was not documented by 
affidavit or confirming letter. 

For two other employees, however, the FLRA found that 
contact with the EEO investigator constituted formal 
discussions. In these cases, an investigator sent an e-mail 
to the employee, in which she explained that she needed to 
conduct an interview about the EEO complaint filed by 
another employee, and gave the witness-employees an option 
of being interviewed by telephone at work or at home. 
After an appointment was made, a telephonic interview 
was conducted, the interview was tape-recorded, and a 
statement was prepared. The FLRA found that these 
conversations constituted a formal discussion within 
the meaning of the Statute. Unlike the telephone 
conversation involving the first employee, the other 
two employees had advance notice of the topic of the 
conversation; the interview was tape-recorded; and a 
statement describing the conversation was prepared and 
given to the employee. These circumstances demonstrated 
that this discussion was formal. 

As a remedy for the ULPs, the FLRA ordered the SSA to 
notify all persons in writing, including independent 
contractors and subcontractors, who are authorized to 
investigate formal EEO complaints on behalf of the SSA, 
of the right of the union to notice and an opportunity 
to attend interviews held with bargaining unit employees.

** This information is provided by the attorneys at 
Passman & Kaplan, P.C., a law firm dedicated to the 
representation of federal employees worldwide. For more 
information on Passman & Kaplan, P.C., go to 
http://www.passmanandkaplan.com. **

13. FEDweek Special Message to All Federal Employees & Retirees
2005 CSRS & FERS In-Print Retirement Planning Guides 
Now Available to All Federal Employees for Immediate Shipment 
(YOU WON'T FIND THESE RETIREMENT PLANING GUIDES ANYWHERE ELSE,
EXCEPT FEDWEEK!) http://www.fedweek.com/csrs.htm
****************************************************************
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VP of Marketing, Kevin Couch
Website: http://www.fedweek.com
11541 Nuckols Rd. Suite D
Glen Allen, VA 23059
(804) 288-5321



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