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Board of Contract Appeals General Services Administration Washington, D.C. 20405 _______________ February 9, 2006 _______________ GSBCA 16735-TRAV In the Matter of DIANE RODILL
Diane Rodill, Washington, DC, Claimant.
H. David Kotz, Office of the General Counsel, Peace Corps, Washington, DC,
appearing for Peace Corps.
DeGRAFF, Board Judge.
An agency does not have to reimburse an employee for excess or additional travel
expenses the employee incurs for personal preference or convenience. An air fare which an
employee is not eligible to use cannot be the basis for deciding whether an employee incurred
excess or additional expenses.
Background
In 2004, Diane Rodill was an employee of the Peace Corps in Kenya. In late March
2004, Ms. Rodill experienced symptoms which led to her examination by a United States
Embassy physician. On April 1, Ms. Rodill sent an electronic mail message to a Peace Corps
official in Washington, D.C. and asked him to take the steps necessary to end her posting in
Kenya. She said an Embassy physician agreed she ought to reduce her workload and return
to the United States, and she estimated she would be able to return there within five to seven
weeks.
On April 6, the Peace Corps in Washington, D.C. and in Kenya received a written
report from the Embassy physician, who said he had been asked to clarify Ms. Rodill's
current medical status. The physician said Ms. Rodill was medically unable to continue to
perform her current duties in Kenya and ought to return to the United States. The physician
also said he was not concerned about Ms. Rodill remaining in Kenya for several weeks.
On April 26, the Peace Corps advised the Embassy physician that based upon his
report, he should change Ms. Rodill's medical clearance status to show she was not cleared
to work in Kenya, and should order a medical evacuation of Ms. Rodill to Washington, D.C.,
based upon her lack of clearance. The Peace Corps said it wanted to move forward as soon
as possible.
On April 30, the State Department drafted a cable addressed to the Embassy which
approved Ms. Rodill's medical travel to the United States. The cable said the State
Department had scheduled a doctor's appointment for her in Washington, D.C. on May 18.
The cable told the Embassy that a fund cite could be obtained from the Peace Corps or,
provided certain information was available regarding Ms. Rodill's travel, from the State
Department. The cable also said the post should prepare a round-trip travel authorization and
issue a one-way ticket to Ms. Rodill. The cable did not authorize an attendant to travel with
Ms. Rodill.
Someone at the Embassy provided Ms. Rodill with a copy of the State Department's
cable on May 3. The same day, she sent an electronic mail message to the Peace Corps in
Washington, D.C., with a copy to her supervisor and her administrative officer. Ms. Rodill
said the Embassy had received a cable regarding her medical evacuation, and she asked the
Peace Corps in Washington, D.C. to let her know who would provide the Embassy with the
fiscal data it needed. Ms. Rodill asked the administrative officer whether there was anything
she needed to do in order to move the process forward, and also asked her when the movers
would be available. [Foot # 1 ] Ms. Rodill learned on May 3 that although the administrative
officer was out of the office until May 7, the administrative officer's assistant would respond
to Ms. Rodill's inquiry after he saw a copy of the State Department cable. On May 4,
Ms. Rodill received a response from the Peace Corps in Washington, D.C., which said her
request had been forwarded to the appropriate person for a response.
****************** Footnote Begin **********
[Foot # 1 ] Ms. Rodill did not expect to return to Kenya.
****************** Footnote End ************
On May 5, Ms. Rodill made arrangements to travel with her husband to Washington,
D.C. on May 11. Ms. Rodill made the travel arrangements through an Embassy contract
travel office, and she used her own funds to pay for their one-way transportation, including
airfare and ground transportation to the airport in Kenya. Ms. Rodill paid $1314.07 for each
airline ticket.
On May 6, the Peace Corps in Washington, D.C. sent an electronic mail message to
the Peace Corps office in Kenya and told the administrative officer to begin preparing
Ms. Rodill's travel authorization. On May 10, the administrative officer contacted the Peace
Corps in Washington, D.C., and said she had not yet received a cable from the State
Department authorizing Ms. Rodill's medical evacuation. A copy of the cable was sent to
the Peace Corps office in Kenya the same day, and the office completed Ms. Rodill's travel
authorization. On May 11, the Peace Corps office in Kenya booked a flight for Ms. Rodill's
return to the United States.
Ms. Rodill says she did not receive any advice from the Peace Corps regarding her
travel arrangements. She did not speak with her supervisor or her administrative officer
because she said it would have been a futile exercise due to what she described as their
unhelpful and obstructive natures. The Peace Corps says it tried to contact Ms. Rodill several
times on May 10 and 11, but could not reach her. Ms. Rodill says she had no time to take or
return calls due to the rush of finalizing her departure from Kenya.
On the morning of May 11, the Peace Corps sent a clerk to Ms. Rodill's home with
a travel authorization and an airline ticket. The Peace Corps purchased the ticket, for which
it paid $563.07, from a travel office with which it did business. The Peace Corps also told
Ms. Rodill it had arranged for ground transportation to the airport in Kenya. The flight the
Peace Corps arranged for Ms. Rodill to take was the same as the one for which Ms. Rodill
and her husband had reservations. Because Ms. Rodill had already made her travel plans,
she canceled the ground transportation which the Peace Corps had arranged, returned the
airline ticket which the Peace Corps had purchased, and traveled with her husband to the
United States using the tickets she purchased with her own funds.
After Ms. Rodill's medical examination in the United States, her medical clearance
to work in Kenya was revoked. As a result of the revocation, the Peace Corps involuntarily
separated her from her position in June 2004.
In June 2004, Ms. Rodill submitted a claim to the Peace Corps for $2028.14 for her
and her husband's airline tickets. [Foot # 2 ] In her claim, Ms. Rodill said her husband had
accompanied her to Washington, D.C. at his own expense. She suggested, however, that the
Peace Corps ought to reimburse his transportation expenses because the agency would have
been required to pay for his return to Washington, D.C. upon her involuntary separation. The
Peace Corps reimbursed her $1134, which is approximately two times the amount it paid for
her airline ticket. [Foot # 3 ] Ms. Rodill then asked the Peace Corps to reimburse her
$894.14, which is the difference between the amount she paid for her and her husband's
airline tickets, not including the business class premium, and the amount the Peace Corps
reimbursed her for the tickets. When the Peace Corps denied her request, Ms. Rodill asked
us to review her claim.
****************** Footnote Begin ********** [Foot # 2 ] Although Ms. Rodill paid $1314.07 per ticket, the two tickets she purchased were for seats in business class. The amount Ms. Rodill claims does not include the premium she says she paid for the business class tickets. ****************** Footnote End ************
****************** Footnote Begin **********
[Foot # 3 ] Apparently the Peace Corps agreed with Ms. Rodill's reasoning as to why
it ought to reimburse the cost of her husband's ticket. The Peace Corps mistakenly believed
it paid $567 for Ms. Rodill's ticket and used this figure when it determined how much to
reimburse her for the two tickets she purchased.
****************** Footnote End ************
Discussion
The regulations applicable to Ms. Rodill's claim are contained in the Peace Corps
employee travel manual and in the Foreign Affairs Manual (FAM) as they read on May 11,
2004, when she traveled from Kenya to the United States. As summarized below, these
regulations obligate the agency to fund her medical travel, with certain limitations.
When Ms. Rodill traveled in May 2004, the Peace Corps participated in the Medical
and Health Program of the Department of State. 3 FAM 1900, app. B at § 681.1.c. As a
participating agency, the Peace Corps delegated to the State Department the authority to
authorize and approve medical travel. Id. at § 681.4.b. In addition, the State Department was
responsible for determining whether an employee was too ill to travel unattended. If so, and
if a relative of the employee would travel as an attendant, the State Department would
include the attendant in the medical travel authorization. Id. at § 686.2. The regulations
explained that medical travel was a type of official travel, and the cost of an airline ticket was
a reimbursable travel expense. Peace Corps Manual MS 812:5.2, 812:7.2; 6 FAM 125.14,
142.a.
The State Department was supposed to authorize medical travel with the concurrence
of the Peace Corps, and obtain the concurrence of the financial officer for the Peace Corps
at the employee's post of duty, before it authorized medical travel. 3 FAM 3714.c, 3 FAM
1900, app. B at § 686.1-2. Medical expenses were to be charged to the funds of the Peace
Corps. Medical expenses included, among other things, hospitalization and related outpatient
care expenses not covered by the employee's medical insurance, medical travel expenses
including transportation and per diem for up to 180 days, and medical treatment expenses.
3 FAM 1900, app. B at §§ 681.5-1, 685.2, 686.1-2.d, 686.4-3.b; 3 FAM 3717.1.
The Peace Corps manual said, "Peace Corps administrative officers will make
reservations and other travel arrangements for overseas employees." MS 812:18.11.3. The
manual also said the agency followed the guidelines contained in 6 FAM 141 regarding
allowable travel expenses. MS 812:7.1. According to 6 FAM 141.1-3, "Employees will be
responsible for excess costs and any additional expenses incurred for personal preference or
convenience." 6 FAM 141-1.3.
Personal preference or convenience
Ms. Rodill says she made her own travel arrangements because the Peace Corps did
not act appropriately and failed to follow its standard procedures for arranging her travel, did
not tell her it did not intend to follow such procedures, and did not provide her with a ticket
in a timely manner. According to Ms. Rodill, the Peace Corps ought to have provided
funding information to the Embassy, so the Embassy could have arranged her travel using
its travel office. She says by not providing funding information, the Peace Corps did not
fulfill its responsibilities in connection with her travel. As an example of how the Peace
Corps ought to have proceeded, she points to the procedures it followed when she traveled
to the United States for medical treatment in July 2003. Ms. Rodill also says she made her
travel arrangements on May 5, because flights from Kenya at that time were very full and if
she missed her May 18 medical appointment, there would be a long delay before it could be
rescheduled.
Ms. Rodill's position must be evaluated in light of the facts as they existed on May 5,
when she made her own travel arrangements and paid for two airline tickets using her own
funds. According to the regulations, the Peace Corps could not authorize Ms. Rodill's
medical travel. It had to rely upon the State Department to make such an authorization, if
appropriate. After Ms. Rodill learned on May 3 that the State Department had authorized her
medical travel, she allowed the Peace Corps two days to fulfill its responsibilities before she
made her own travel arrangements. During these two days, she learned her administrative
officer was unavailable and the administrative officer's assistant had not yet seen the State
Department cable. She also learned the Peace Corps in Washington, D.C. had forwarded her
inquiry about funding her travel to the appropriate person for a response. As of May 5, the
Peace Corps had given Ms. Rodill no indication that it would not fulfill its responsibilities
regarding her travel.
Ms. Rodill points to the Peace Corps' failure to provide a fund cite to the State
Department as an indication of its failure to follow proper procedures. According to the State
Department cable which authorized Ms. Rodill's travel, either a fund cite could be obtained
from the Peace Corps, or the State Department would send the Embassy a fund cite later.
The fund cite was needed for her per diem expenses, for example, but was not necessarily
needed in order to arrange for her airline ticket. The Peace Corps manual said its
administrative officer was supposed to make Ms. Rodill's travel arrangements, which was
consistent with the State Department cable's direction that the post should prepare a round-
trip travel authorization and issue a one-way ticket to Ms. Rodill. Also, the day before
Ms. Rodill made her travel arrangements, the Peace Corps had forwarded her inquiry
regarding funding to the appropriate person. The Peace Corps' failure to provide a fund cite
by May 5 does not show the agency failed to follow proper procedures regarding
Ms. Rodill's medical travel.
Ms. Rodill mentions her travel in July 2003 as an example of the procedures which
ought to have been followed. However, the procedures the Peace Corps followed in
connection with the July 2003 trip are not markedly different from those it followed in
connection with the May 2004 trip at issue here. In 2003, the Peace Corps prepared a travel
authorization and a purchase order for her airline tickets the day her travel began, and the
Peace Corps took both of these actions twenty days after a State Department cable authorized
her medical travel. The Peace Corps issued her travel authorization and her ticket with the
same alacrity in 2004, as it did in 2003. The actions the Peace Corps took in 2003 do not
show the Peace Corps had failed to follow proper procedures as of May 5, 2004.
After considering the facts presented by Ms. Rodill and the agency, we conclude
Ms. Rodill made her travel arrangements on May 5, 2004 as a matter of personal preference
or convenience. Although she wanted to make sure she left Kenya on May 11, the flight on
which she was scheduled to depart was apparently not full, because on the day of departure,
the Peace Corps obtained a seat for her on the same flight. Her decision to make her
reservations and pay for her tickets using her own funds on May 5 cannot be attributed to the
Peace Corps' actions concerning her travel because as of May 5, the Peace Corps had done
nothing to suggest it would not make Ms. Rodill's travel arrangements for her.
Ms. Rodill says she did not use the ticket provided by the Peace Corps because her
husband would not have had an adjoining seat and would not have been able to assist her if
she experienced any problems during the flight. Although Ms. Rodill might have been
reluctant to undertake a lengthy journey alone, her physician apparently did not feel a
medical attendant was necessary because the State Department did not authorize an attendant.
Also, Ms. Rodill cannot know for sure whether she and her husband would have been unable
to have adjoining seats if she had used the ticket provided by the Peace Corps. Because she
already held a reservation in a seat next to his, it is quite possible the airline would have
allowed her to keep the seat and use a ticket provided by the agency. [Foot # 4 ] In addition,
even if Ms. Rodill and her husband had not been able to have adjoining seats, they would
have been on the same flight and if his assistance had been needed, it would have been
readily available. Her decision to return the agency's ticket unused so she could sit next to
her husband was a matter of personal preference or convenience.
****************** Footnote Begin **********
[Foot # 4 ] Ms. Rodill would probably have had to pay an additional amount in order
to use an agency-provided ticket and be seated next to her husband because the two tickets
she purchased were for seats in business class.
****************** Footnote End ************
Excess costs
According to the applicable regulations, the cost of air fare is a reimbursable travel
expense and Ms. Rodill is responsible only for any excess costs she incurred for personal
preference or convenience. Ms. Rodill contends she did not incur any excess costs because
the fare she paid in May 2004 was less than the fare the Peace Corps paid approximately ten
months earlier for official travel between Kenya and Washington, D.C. The Peace Corps has
not disputed the cost of the earlier air fare. [Foot # 5 ] Ms. Rodill also contends the $563.07
the Peace Corps paid for her ticket should not be used to determine whether she incurred any
excess costs. We agree. According to the General Services Administration's Audit Division,
the fare code shown on the ticket the Peace Corps gave Ms. Rodill is for a missionary fare
which neither she nor her husband was eligible to use when they returned from Kenya.
****************** Footnote Begin **********
[Foot # 5 ] There was no contract carrier fare available for Ms. Rodill's trip.
****************** Footnote End ************
Although Ms. Rodill made her travel arrangements and incurred costs in May 2004,
as a matter of personal preference or convenience, she did not incur any excess costs as the
result of her actions. Because neither she nor her husband could have legitimately used a
missionary fare ticket, the $563.07 the Peace Corps paid for the ticket it gave her is not a
valid basis upon which to determine whether she incurred any excess costs. The amount she
paid for the tickets she purchased in May 2004 was less than the cost of tickets purchased for
her official travel less than one year earlier, which shows she did not incur any excess costs
when she paid $1014.07 each for the two tickets. Because Ms. Rodill established she did not
incur any excess costs, she should be reimbursed in accordance with the regulations.
The claim is granted.
___________________________________
MARTHA H. DeGRAFF
Board Judge
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