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July 18, 2007
CBCA 669-TRAV
In the Matter of BEVERLY J. WARD
Beverly J.
Ward, Washington, DC, Claimant.
Edmund J.
Trapacz, II, Office of the General Counsel, Department of Education,
Washington, DC, appearing for Department of Education.
SOMERS, Board Judge.
Claimant, Beverly J. Ward, a former Schedule C employee of the
Department of Education (the agency), has
filed a claim with this Board seeking reimbursement in an unspecified amount
for rental car and fuel expenses incurred from the period of September 21,
2005, to September 6, 2006. Because Ms.
Ward has not submitted a travel voucher to the agency prior to filing her
appeal before the Board, we dismiss Ms. Ward=s claim
without prejudice.
Background
For the
duration of Ms. Ward=s employment with the Department of Education (the
agency), including the period from September 21, 2005, though September 6,
2006, her official duty station was in Washington, D.C. By letters dated September 7, 2005, and
September 12, 2005, United States Senator Thad Cochran asked the Secretary of Education
to assign Ms. Ward on a temporary detail to the Senator=s state office in Jackson, Mississippi, in order to
provide assistance in the recovery efforts resulting from Hurricane
Katrina. At some point prior to her
employment with the agency, Ms. Ward served as Senator Cochran=s press secretary.
In response to
the Senator=s request, the agency authorized a temporary duty
assignment to Jackson, Mississippi, for the period from September 21, 2005,
through September 30, 2005. The
authorization, GSA Form 87, entitled AOfficial
TDY Travel Authorization,@ provided for airfare from Washington, D.C., to
Mississippi and authorized the use of a rental car during this period. The remarks section of the form stated:
No per diem or lodging for the
duration of this trip. This travel
authorization is for 9/21-9/30, trip extends through October 21. A second travel authorization will be created
for dated Oct 1-21, 05.
Apparently, however, although JoAnn
Ryan of the Executive Office of the Secretary of Education sent an e-mail
message to Ms. Ward in January 2007 that suggests that travel had been
authorized through October 21, 2005, the agency did not issue a travel
authorization for any travel after September 30, 2005. The only document contained in the record as
to this matter indicates that the funds to reimburse Ms. Ward for rental car
and fuel expenses for the period of October 1 through October 21 may have been
obligated; however, the document specifically states that A[t]his authorization is intended only as a mechanism
to obligate funds. It does not approve
the travel [or] authorize reimbusement.@
Ms. Ward
claims that she was told verbally that the agency was extending her detail;
however, she never received any confirmation in writing. Nevertheless, Ms. Ward worked out of Senator
Cochran=s district office in Mississippi for nearly one year,
returning to Washington, D.C., at her own expense. In September 2006, Ms. Ward apparently
requested reimbursement from the agency for her expenses, although it does not
appear from the record before us that she filed a written claim for reimbursement
with the agency. Ms. Ward terminated her
employment with the agency in the fall of 2006 and is currently employed as a
Special Assistant at the Office of Personnel Management.
Discussion
By statute,
the Government is required to reimburse employees for the actual and necessary
costs incurred while traveling on official business. 5 U.S.C. ' 5702
(2000); Robert O. Jacob, CBCA 471-TRAV, 07-1 BCA & 33,530. Under
the Federal Travel Regulation (FTR), agencies must limit payment of travel
costs to those which are necessary to accomplish the mission in the most
economical and efficient manner and in accordance with the rules stated
throughout the FTR. 41 CFR 301-2.2,
-70.1 (2006).
In this case, there is no
evidence that Ms. Ward submitted a travel voucher for reimbursement to the
agency prior to filing her appeal with the Board. Claimant has not submitted any documents
which could be construed as fulfilling the requirements of a claim; in fact,
the only documents submitted in support of her appeal are copies of statements
from her government credit card account, which include billings for various car
rental agencies and gas stations, as well as charges from several
unidentifiable sources. In accordance
with the regulations, Ms. Ward is required to provide evidence of all travel
authorizations. 41 CFR 301-52.4. In this case, the only travel authorization
contained within the record covers the time period of September 21, 2005,
through September 30, 2005.
Conceivably, claimant would be
entitled to reimbursement for authorized travel expenses for any period of
authorized travel upon submission of a properly filed travel claim. 41 CFR 301-52.3. In addition, despite the notation on the
travel authorization indicating Ano per
diem or lodging for the duration of this trip,@ the
statute provides that an employee is entitled to per diem and subsistence
expenses when the employee is traveling on official business away from the
employee=s designated post of duty. 5 U.S.C. '
5702(a). The implementing FTR provides
that an employee is eligible for a travel allowance when the employee Aperform[s] official travel away from [his/her]
official duty station or other areas defined by [the] agency.@ 41 CFR
301-11.1(a). While an agency may
determine that a reduced per diem allowance is appropriate for certain travel
assignment situations, such as when quarters or meals are provided at no cost
or nominal cost by the Government, the record contains no information as to why
full per diem or lodging would not be provided.
41 CFR 301-2.5(i).
We decline to grant the agency=s request that this claim for reimbursement for travel
expenses arising from periods outside of the authorized travel period be
dismissed with prejudice. Claimant has
yet to file a written claim for any travel expenses with the agency. Nothing precludes the agency from authorizing
Ms. Ward=s travel after the fact once Ms. Ward=s claim is received or from changing the travel
authorization that had been previously issued, given that the agency permitted
Ms. Ward to work in Mississippi for nearly a year.
Ultimately, before we can
consider the appeal, claimant must first file a claim with her agency. If she receives an adverse determination, she
may then file a request for review with this Board.
This case is dismissed without
prejudice.
_______________________________
JERI KAYLENE SOMERS
Board Judge