HLIH-88-005-BC

                                                     2-0900-2022-2

 

 

                              STATE OF MINNESOTA

                      OFFICE OF ADMINISTRATIVE HEARINGS

 

                    FOR THE MINNESOTA DEPARTMENT OF HEALTH

 

 

In the Matter of                                         FINDINGS OF FACT,

County Cub Foods,                                        CONCLUSIONS AND

Vendor No. W2618                                         RECOMMENDATION

 

 

    The above-entitled matter initially came on for hearing before

Administrative Law Judge Richard DeLong on January 6, 1988, in Minneapolis,

Minnesota, pursuant to a Notice and Order for Hearing dated December 7, 1988.

Shortly after the date of the hearing, Administrative Law Judge DeLong was

incapacitated for an indeterminate period.  By letter dated January 21,  1988,

the Chief Administrative Law Judge, Duane R. Harves, communicated the fact of

Judge DeLong's incapacity to counsel for both parties.  In that letter, he

stated that the case would be assigned to Administrative Law Judge Bruce D.

Campbell for the issuance of Findings of Fact, Conclusions and a Recommendation

to the Commissioner of Health on the basis of the existing record unless either

counsel requested a rehearing of the case.  With the consent of both  parties,

Administrative Law Judge Bruce D. Campbell reconvened the proceedings on

February 26, 1988, in Minneapolis, Minnesota.  On that date, a witness for  the

Department of Health presented rebuttal testimony and counsel made oral final

arguments.

 

    Robert T. Holley, Special Assistant Attorney General, Suite 136, 2829

University Avenue Southeast, Minneapolis, Minnesota 55414, appeared on behalf

of the Minnesota Department of Health (Department); and Marc G. Kurzman,

Attorney at Law, 2402 Stevens Avenue South, Minneapolis, Minnesota 55404,

appeared on behalf of County Cub Foods owned by Joseph Lincoln (County Cub or

Respondent).

 

    The record herein closed on March 7, 1988, with the receipt by the

Administrative Law Judge of the transcript of the hearing held on February 26,

1988.

 

    This Report is a recommendation, not a final decision.  The Commissioner

of the Department of Health will make the final decision after a review of the

record which may adopt, reject or modify the Findings of Fact, Conclusions,

and Recommendations contained herein.  Pursuant to Minn.  Stat.  14.61, the

final decision of the Commissioner shall not be made until this Report has

been made available to the parties to the proceeding for at least ten days.

An opportunity must be afforded to each party adversely affected by this

Report to file exceptions and present argument to the Commissioner.  Parties

should contact Sister Mary Madonna Ashton, Commissioner, Minnesota Department

of Health, 717 Delaware Street Southeast, Minneapolis, Minnesota 55440 to

ascertain the procedure for filing exceptions or presenting argument.

 

                             STATEMENT OF ISSUES

 

    The issues to be determined in this proceeding are whether the Respondent

violated the program requirements of the Special Supplemental Food Program for

 


Women, Infants and Children (WIC), by providing unauthorized food  items  in

exchange for WIC food instruments and employing improper price entry and

identity verification procedures; and, if so, whether Respondent  should  be

disqualified as a WIC food vendor for a six-month period, beginning

December 7, 1987.

 

    Based upon all of the proceedings herein, the Administrative  Law  Judge

makes the following:

 

                               FINDINGS OF FACT

 

    1.   The Special Supplemental Food Program for Women, Infants and  Children

(WIC) is a federal nutritional foods program regulated by the United States

Department of Agriculture.  The program is designed to make  nutritional  foods

available to low income women who are either pregnant or breast-feeding, to

infants, and to children under five years of age.  The WIC program, in

Minnesota, is administered by the Department of Health which uses  local

service agencies for primary client contact.  The local  agencies  screen

applicants for participation in the program and assess the specialized  health

and nutritional needs of prospective WIC participants.  After  nutritional

evaluation by a "competent professional authority," participants receive  food

vouchers which allow them to obtain the special nutritional foods deemed

necessary from authorized, participating retail vendors.  The voucher  lists  on

its front side the quantity of supplemental food the participant may obtain

from each food group.  At the time of program qualification, each WIC client

also receives a WlC Program Authorization/Transfer of Certification  Card,

Dept.  Ex. 5, which lists persons other than the named participant who  are

authorized to countersign a WIC voucher and negotiate it with a WIC vendor  to

receive the authorized supplemental food.  Each month, a program participant

or an authorized proxy may obtain a voucher valid for that month to be used  to

obtain that month's supply of authorized  supplemental  foods.  Participants

also receive periodic health monitoring at local clinics to determine  progress

or changed nutritional needs.  On the back of the WIC voucher there  is  printed

a list of acceptable supplemental food.  The Department is required  by  federal

regulations to prepare that list of WIC acceptable foods.  The list  is  revised

annually by the Department.

 

    2.   Pursuant to federal regulation, the Department has adopted a State

Plan implementing the Minnesota WIC program.  The State Plan in  effect  in

1987, Dept.  Ex. 10, was adopted after a public hearing which was noticed in

the State Register.  The Department staff administering the  WIC  program

includes eight employees responsible for federal funds of  approximately

$27 million and 1900-2000 participating WIC food vendors.

 

    3.   County Cub Foods submitted an application to participate in the

Minnesota WIC program as a retail vendor on November 20, 1985.  Dept.  Ex. 1.

In that application, the Respondent indicated that it was currently  authorized

to participate in the Minnesota WIC program through participation by a  second

store owned by Mr. Lincoln.  The retail vendor application  includes  the

following Statement of Vendor:

 

         The Company  . . .  hereby applies for authorization to

         participate in the Minnesota WIC program.  The vendor has

         received and understands the Minnesota WIC Compliance

         Statement.  The vendor represents that it and its employees

 

 

                                     -2-

 


         will adhere to the Compliance Statement, and understands

         that any authorization to participate in the WIC program

         granted to it may be revoked for any violation of the

         Compliance Statement by it or any of its employees . . . .

 

Dept.  Ex. 1, paragraph 9.  Mr. Lincoln, as owner of County Cub Foods, signed

the WIC program retail vendor application, which includes the Statement of

Vendor.

 

    4.   When the Department received the Respondent's request for a food

vendor application form, it provided Mr. Lincoln with a copy of the Minnesota

Vendor Manual, WIC Program.  Dept.  Ex. 2.  The Vendor Compliance Statement,

attached as Exhibit F to the Minnesota Vendor Manual, WIC Program, inter alia

requires:

 

         In submitting this application to participate in the

         Minnesota WIC Program, the vendor agrees to comply with  the

         following WIC Program vendor requirements:

 

 

 

              C.  Charge a price for the supplemental foods purchased

              with the WIC vouchers that is the current price, or

              less than the current price, charged to customers

              other than WIC participants.  The vendor must  write  in

              the actual price of the WIC foods purchased before  the

              participant countersigns the voucher.  (Emphasis in

              original.)

 

              D.  Provide only those supplemental foods which are

              identified on the vouchers, in the amounts specified

              and which appear on the current WIC Acceptable Foods

              List . . . .

 

              E.  Redeem the vouchers only for authorized persons

              identified on the Minnesota WIC Program  Authorization/

              Transfer of Certification Card and obtain the  counter-

              signature of the authorized person in the appropriate

              space on the face of the voucher.  The Vendor must

              review the Minnesota WIC Program Authorization/

              Transfer of Certification Card when the counter-

              signature does not match the signature and may not

              accept such vouchers if the Card is not presented or

              if the signature does not appear on the Card as an

              authorized proxy.

 

 

 

              K.  Provide all store personnel involved in handling

              WIC vouchers appropriate training and instructions in

              WIC procedures.  The Vendor shall be held accountable

              for actions of all employees in the handling of WIC

              vouchers.

 

 

 

 

                                    -3-

 


Dept.  Ex. 2, Ex.  F. Federal regulations  require  all  authorized  vendors  to

execute a food vendor contract.  7  C.F.R.    246.12(f)  (1987).  Respondent's

participation in the WIC program as an authorized vendor was granted in

December of 1985.

 

    5.    Pursuant to federal regulations, the Department is required to

identify "high risk vendors", who may be  abusing  the  program.  The  program

administrators identify "high risk vendors" by two criteria:  complaints

received; and high charges reflected in vouchers submitted for payment.  The

Department has established "cut offs" that identify "high  risk  vendors"  on  the

basis of price.  It determines an expected price  for  particular  items  and  adds

up to 20 percent to that amount when the location of  the  vendor  causes  risk

factors that would be reflected in its pricing.  If  more  than  15  percent  of

the redeemed vouchers of a particular vendor are above  the  cut-off  point,  that

vendor may be classified by the Department as  a  "high  risk  vendor".  Thirty

percent of the vouchers redeemed at County Cub  exceeded  the  cut-off  point.

 

    6.    There is no evidence in the record that the  Respondent  charged  WIC

participants higher prices for items than would have been charged to its

customers generally.

 

    7.    Between the date of its initial participation in the WIC program and

April of 1987, the Department received at least  four  complaints  about

Respondent's implementation of the WIC program.  These complaints, which are

not the subject of charges in this proceeding, also influenced the Department

to classify Respondent as a "high risk vendor".

 

    8.    Classification of a vendor as a "high risk vendor" results, initially,

in a "high risk visit" being paid to that  establishment.  In  July  of  1986,

Department staff visited the Respondent and  program  requirements  were

discussed.

 

    9.    On several other occasions, the Respondent and  the  Department  had

official contact which specifically brought WIC  program  requirements  to  the

store's attention.  By letter dated January  9,  1987,  the  Department  advised

the Respondent as follows:

 

          You, along with all store cashiers, should review items C &

          F of the attached Minnesota WIC Vendor  Compliance  Statement.

          This Compliance Statement was signed by the store owner who

          agreed to abide by its contents as a condition  of  authoriza-

          tion to participate in the WIC program.  Further  evidence  of

          noncompliance with any provisions in the WIC Compliance

          Statement will be grounds for termination of your WIC

          authorization.

 

Dept.  Ex. 11.  An additional copy of the Minnesota WIC Vendor Compliance

Statement was sent to Mr. Lincoln with the letter of January 9, 1987.  By

letter dated April 15, 1987, the Department advised  the  Respondent  as  follows:

 

          . . .  WIC vouchers are issued for authorized foods only.

          Your responsibility as a WIC vendor is to make sure that

          the foods purchased are WIC approved and in the specified

          amounts.  A WIC vendor has no authority to substitute non-

          authorized foods.  (Emphasis in original.)

 

 

                                      -4-

 


         You, along with all store cashiers, should review item D of

         the attached Minnesota WIC Vendor Compliance Statement.

         This Compliance Statement was signed by an officer of your

         store who agreed to abide by its contents as a condition of

         authorization to participate in the WIC program.  Further

         evidence of non-compliance with any provision of the WIC

         Compliance Statement will be grounds for terminating your

         WIC authorization.

 

         Please remember that all authorized WIC foods are listed on

         the back of each WIC voucher.  I have enclosed a copy of

         the WIC Acceptable Food List for easy reference.

 

Dept.  Ex. 13.

 

    10. Selection of a vendor as a "high risk vendor" may also,  by  federal

regulation, result in employees of the Department visiting a vendor and,  under

the guise of being program participants, attempting to negotiate a WIC  voucher

for unauthorized items.

 

    11. On May 4, 1987, two employees of the Department, Peter Kuzj  and  his

supervisor, Patti Maier, Chief of the WIC section of the Department of  Health,

met to discuss a compliance buy at County Cub.  They decided that Mr.  Kuzj  and

an aide should visit Respondent and attempt to purchase unauthorized  items.

The decision to conduct a compliance buy was motivated chiefly by  Respondent's

classification as a "high risk vendor" and complaints received from  former

employees.  The complaints received from the former employees were not  a  basis

for Respondent's subsequent disqualification as a WIC vendor and are not

charges in this proceeding.

 

    12.  On May 4, 1987, Mr. Kuzj and Linda Dorsey, an investigative aide, went

to the vicinity of the store.  Mr. Kuzj entered the store  at  approximately

2:15 p.m. He took with him a WIC voucher prepared by the Department  in  the

name of a fictitious female participant.  Her signature had been signed  by  a

Department employee.  He also carried a fictitious WIC  Program  Authorization/

Transfer of Certification Card made out in the name of the same  fictitious

female participant.  That card listed the erroneous name he used in  the  store

as an authorized proxy for countersignature of the voucher.  The  investigative

aide entered the store several minutes after Mr. Kuzj and was standing  behind

him in the checkout line to witness his WIC transaction with the cashier.

 

    13. Mr. Kuzj approached the checkout line with an order  including  the

items listed in Dept.  Ex. 15, 3 and Dept.  Ex. 17, 3. The cashier  who  waited

on Mr. Kuzj was "obviously new and being trained by the regular cashier."

Dept.  Ex. 15.  The cashier serving Mr. Kuzj asked the more  experienced  cashier

if Cheerios and Wheaties were WIC foods.  The older cashier responded  in  the

affirmative and then told the younger cashier that all WIC foods were  listed

on the back of each voucher.  The cashier servicing Mr. Kuzj turned the

voucher over, looked at the back of it where the WIC Acceptable Foods List  is

printed, and totaled the purchases.  She then gave Mr. Kuzj back the WIC

voucher and asked him to sign it.  At that point, the clerk had  not  entered

the price of the items on the voucher.  Immediately after Mr. Kuzj  signed  the

voucher, the cashier entered the price total on the voucher and asked Mr.  Kuzj

for a WIC Authorization/Transfer of Certification Card.  He gave the  card  to

her and she appeared to check the signatures.

 

 

                                    -5-

 


     1 4 .  During the May 4, 1987, compliance buy, Mr. Kuzj purchased the

following items  which  were  not  included  on  the  Department's  WIC  Approved  Foods

List :  Wheaties  (12-ounce  box);  Cheerios  (10-ounce  box);  and  two  12-ounce  cans

of frozen Tree Top apple juice.  Dept.  Ex. 15; Dept.  Ex. 17.

 

     15.  There is no evidence  in  the  record  that  the  amount  entered  by  the

cashier on the WIC voucher for  items  purchased  by  Mr.  Kuzj  on  May  4,  1987,  was

erroneous or higher in  amount  than  would  have  been  charged  for  the  same  items

to a nonparticipant in the WIC program.

 

     16.  The voucher that Mr. Kuzj presented to Respondent's employee on

May 4,  1987,  was  processed  through  the  WIC  reimbursement  system  and  Respondent

obtained payment for that transaction.  Dept.  Ex. 15; Dept.  Ex. 17.

 

     17.  On or about August  12,  1987,  Mr.  Kuzj  and  his  supervisor,  Ms.  Maier,

decided to conduct a second compliance buy at County Cub.  They wanted to

attempt to obtain  some  unauthorized  foods  that  were  not  within  the  same  food

categories reflected on the voucher presented.         Again,  a  voucher  was  prepared

in the name of  a  fictitious  female  WIC  participant  and  Mr.  Kuzj  carried  with

him  the  same  WIC  Program  Authorization/Transfer  of  Certification  Card   that

listed the name he  would  countersign  on  the  voucher  as  an  authorized  proxy  for

the fictitious participant.      The  voucher  included  in  the  food   prescription

15 4.2-ounce jars of infant juice (100%).        Dept.  Ex. 16.

 

     18.  On August 12, 1987, Mr.  Kuzj  and  Linda  Dorsey  went  to  the  vicinity  of

the store.    At approximately  1:50  p.m.,  Mr.  Kuzj  entered  the  store  and  began

selecting items.     Several minutes  later,  Ms.  Dorsey  also  entered  the  store  and

followed him to the checkout line.       Mr.  Kuzj  had  selected  two  8-ounce  packages

of Gerber infant rice cereal; one 8-ounce box of Gerber rice cereal with

banana; seven  13-ounce  cans  of  Similac,  low-iron  formula;  one  46-ounce  can  of

Dole pineapple juice; one 46-ounce can of Speas 100 percent natural apple

juice; and one 46-ounce can of Libby's tomato juice.         The  cashier,  a   middle-

aged male, looked at  the  can  of  tomato  juice  and  inquired  of  another  employee

who was stocking the  shelves  whether  the  tomato  juice  was  an  authorized  WIC

food.    The second employee stated that  it  was  not  and  Mr.  Kuzj  returned  the

can of tomato juice to the shelf.       The  cashier  assisted  Mr.  Kuzj  in  selecting

a 46-ounce can of grapefruit juice.       The cashier totaled the purchases,

entered the price on  the  WIC  voucher  and  asked  Mr.  Kuzj  to  countersign  the

voucher.    The cashier did  not  ask  Mr.  Kuzj  to  produce  a  WIC  Authorization/

Transfer of Certification Card to determine whether he was an authorized

proxy.    The cashier took  the  original  receipt,  attached  it  to  the  WIC  voucher

and placed them in an envelope, which he retained.         At that  point,  Mr.  Kuzj

left the store with the merchandise.

 

     19.  There is no evidence in  the  record  as  to  why  the  cashier  placed  the

receipt and original voucher  in  an  envelope  or  whether  the  voucher  was  ever

deposited by the Respondent in its account for WIC reimbursement.

 

     20.   The following items  purchased  on  August  12,  1987,  are  either  not  on

the WIC authorized food list  or,  if  on  the  list,  are  not  within  the  purchases

authorized on the face of the voucher presented by Mr. Kuzj:         Gerber rice

cereal with banana;  46-ounce  can  of  Dole  pineapple  juice;  46-ounce  can  Big  Tex

grapefruit juice; 46-ounce can 100 percent natural Speas apple juice; and

seven 13-ounce cans of Similac concentrated formula--low-iron.

 

 

                                         -6-

 


    21.  The back of the WIC voucher and the WIC Approved Foods List

distributed in November of 1986 includes as an approved food Similac with

iron.  Dept.  Ex. 3. On January 14, 1986, federal  regulations  specified  that

any infant formula sold at retail must include a statement concerning its  iron

content.  In late winter of 1986 or early January of 1987, the  Department  sent

by first-class mail to its list of Minnesota WIC vendors a statement that

infant formulas labeled "with iron or iron-fortified" would be acceptable  to

WIC, but that formulas labeled "low iron" would not be acceptable because  the

iron content was not sufficient to satisfy the federal  requirements.  Dept.

Ex. 18.  In that communication, the Department also indicated by the  color  of

individual brand name cans which iron content formulas would be acceptable  to

WIC.  The notification was not sent return receipt requested.

 

    22.  There is no direct evidence in the record that the Respondent actually

received the notification.

 

    23. The applicable federal regulations set nutritional standards  that  WIC

approved foods must meet. 7 C.F.R.  246.10 (1986).  The  State  WIC  authority

is required to specify foods which meet the nutritional requirements in  its

list of acceptable foods.  Not all of the brand name items which  meet  federal

nutritional standards are, necessarily, included on the State WIC Approved

Foods List.  Because of budgetary constraints and staff size, an  annual  review

of approved foods is made by a Department of Health staff  nutritionist.  Even

after that annual review, some food items in the appropriate food  categories

which meet federal nutritional requirements may not be included on the  State

WIC Approved Foods List.  Some brand items may not be included  either  because

the manufacturer has not requested that the State review a particular item  for

WIC compliance or because product changes are made or new items are  marketed

after the approved list has been prepared and circulated to the State's

1900-2000 WIC-approved vendors.  The State WIC staff of eight  employees  must

oversee program participation by all authorized vendors, local agencies  and

WIC clients, as well as assume fiscal responsibility for the approximately

$27 million WIC budget.  The size of the staff of the  Department  responsible

for the WIC program is fixed by federal regulation.  7 C.F.R.  246.3(d)

(1987).

 

    24. At the time of the compliance buys, Department  investigative  staff

were aware which foods were on the authorized list, but their knowledge of  the

nutritional composition of the unauthorized food items purchased depended  on

information received from the Department's nutritionist or the general

reputation of products within the WIC section.

 

    25. County Cub Foods is located at 3300 Fourth Avenue  South,  Minneapolis,

Minnesota.  Within a one-mile area of the store, 16 other retail establishments

provide some or all of the WIC required foods, including special pharmacy

purchases.  Dept.  Ex. 7. The 16 stores include  convenience  stores,  general

supermarkets, and two drug stores.

 

    26. The Department is required, by federal regulation, to  adopt  policies

governing the type and level of sanctions that may be imposed on  WIC-approved

food vendors for program violations.  7 C.F.R.  246.12(k)(1) (1987).

Attachment V-B to Volume 2 of the 1987 Minnesota WIC Program State Plan divides

vendor abuses into three groups of seriousness, specifying  disqualifications

of 30 days, three months and six months.  Dept.  Ex. 10, Attachment V-B.

 

 

                                     -7-

 


Included in Group B Abuses, for which a three-month suspension may be imposed  :

are entering the price on vouchers after the participant has countersigned it,

and failing to verify that vouchers are redeemed only by authorized persons

identified on the Minnesota WIC Program Authorization/Transfer of Certification

Card.  Included in Group C Abuses, for which a disqualification of six months

may be imposed, is providing cash, unauthorized food, or other items in lieu

of authorized foods.  Dept.  Ex. 10, Attachment V-B.

 

    27.  The federal regulations authorize monetary fines and vendor disquali-

fication from program participation for a period not to exceed three years.

The Department has never informed WIC vendors that penalties will be cumula-

tive.  The Department disqualified Respondent from program participant for a

six-month period because that sanction is consistent with its prior treatment

of similar conduct and in accordance with the understanding of participating

vendors.

 

    28.  By letter dated November 18, 1987, the Department disqualified County

Cub Foods from participating in the WIC program for a six-month period,

effective December 7, 1987.

 

    29.  By letter dated November 24, 1987, the Respondent contested the

disqualification and requested a contested case hearing.

 

    30.  On December 7, 1987, the Department issued a Notice and order for

Hearing, complying in all respects with applicable federal and state laws,

rules and regulations.

 

    Based on the foregoing Findings of Fact, the Administrative Law Judge

makes the following:

 

                                 CONCLUSIONS

 

    1.  The Commissioner of the Minnesota Department of Health and the

Administrative Law Judge have jurisdiction in this matter pursuant to 7 C.F.R.

 246.18 (1987), and Minn.  Stat.  145.891, et seg., and 14.50 (1986).

 

    2.  The Department gave proper notice of the time of the hearing in this

matter and has complied with all other relevant substantive and procedural

requirements of statute or rule.

 

    3.  Since the Department is the party proposing the disqualification, it

has the burden of proof to establish the propriety of its proposed action by a

preponderance of the evidence.  Minn.  Rule pt. 1400.7300, subp. 5 (1985).

 

    4.  On May 4, 1987 and August 12, 1987, Respondent violated 7 C.F.R.

 246.12(k)(1) (1987), Item D of the Minnesota WIC Vendor Compliance Statement

and the federally approved State Plan by providing either nonapproved food

items or unauthorized approved food items to the Department's investigator in

exchange for a WIC voucher.

 

    5.  On May 4, 1987, Respondent violated Item D of the Minnesota WIC

Vendor Compliance Statement, the provisions of the State Plan, and 7 C.F.R.

 246.12(r)(3) (1987), when its cashier required the Department investigator

to countersign the WIC voucher presented prior to entering on it the price of

the items obtained.

 

 

                                    -8-

 


    6.   On August 12, 1987, the Respondent violated 7 C.F.R.  246.12(p)

(1987), Item E of the Minnesota WIC Vendor Compliance Statement, and  the  State

Plan when its cashier did not review the Minnesota WIC Program  Authorization/

Transfer of Certification Card to determine whether an authorized person

countersigned the WIC voucher.

 

    7.   A food vendor under the WIC program is accountable for the  actions  of

its employees in the utilization of food vouchers and the provision of

supplemental foods. 7 C.F.R.  246.12(f)(2)(ix) (1987); Item  K,  Minnesota  WIC

Vendor Compliance Statement; 1987 State Plan, Volume 2, V-A-3.

 

    B.   The provision of nonapproved or unauthorized food on two occasions

and lack of compliance with prescribed voucher handling procedures did not

result from the isolated actions of an individual employee who did not

understand WIC program rules.  7 C.F.R.  246.12(k)(1) (1987).

 

    9.   The disqualification of County Cub Foods from participation in the

WIC program as an authorized vendor will not create an undue hardship for  WIC

food recipients.

 

    10.  A six-month suspension of Respondent from participation in the WIC

program as an authorized vendor is in accordance with the sanctions stated  in

the State Plan and prior sanctions imposed on other vendors for similar

conduct.

 

    Based upon the foregoing Conclusions, the Administrative Law Judge makes

the following:

 

                                RECOMMENDATION

 

    The Administrative Law Judge respectfully recommends that  the  Commissioner

disqualify County Cub Foods from participation in the Minnesota WIC  Program  as

an authorized vendor for a period of six months, commencing December 7,  1987.

 

Dated this 15th  day of April, 1988.

 

 

 

 

 

                                         BRUCE D. CAMPBELL Administrative Law Judge

 

 

                                    NOTICE

 

    Pursuant to Minn.  Stat.  14.62, subd. 1, the agency is required to  serve

its final decision upon each party and the Administrative Law Judge by first

class mail.

 

Reported:  Transcript Prepared.

           Volumes I & 11 - Mary Ann Hintz, Route 4, Box 142, Isanti, MN 55040.

           Hearing Transcript, February 26, 1988 - Karen Toughill,  2019  Laurel

           Avenue West, Minneapolis, MN 55405.

 

 

                                     -9-

 


                                  MEMORANDUM

 

    The Department, in its Notice and Order for Hearing, asserted four

violations of WIC program requirements: the provision of  unauthorized  food  in

exchange for a WIC voucher on May 4, 1987; improperly requiring counter-

signature of the WIC voucher before entry on it of the sale price  during  that

May 4, 1987 transaction; the provision of unauthorized food in exchange  for  a

WIC voucher on August 12, 1987; and a violation of the WIC  proxy  verification

procedure during that same transaction.  The Department  presented,  as  witnesses

in this proceeding, the investigator who conducted the two compliance  buys  and

the Chief of the Department's WIC section.  All  applicable  program  documents

were also introduced.  The Respondent appeared at both days of the hearing

only through counsel and presented no independent evidence relating to the

circumstances of the compliance buys.  Counsel for  the  Respondent  stipulated

that the facts contained in the reports prepared by the  Department  investigator

after the compliance buys were accurate.  Dept.  Ex. 15,  17  and  16.  Counsel

also stipulated that his client was bound by the provisions of the  WIC  Program

Retail Vendor Application signed by Mr. Lincoln on behalf of  County  Cub.  The

Respondent argues that the Department has not established that chargeable

violations of the WIC program requirements occurred on May 4, 1987, and

August 12, 1987, under circumstances that would justify vendor

disqualification.

 

    The Department has the burden of establishing by a preponderance  of  the

evidence the charged program violations and the propriety of the proposed

penalty.  For the reasons hereinafter discussed, the  Administrative  Law  Judge

concludes that the Department has, in  all  respects,  sustained that burden.

 

    The Respondent admits that on both May  4,  1987,  and August 12, 1987,  the

Department investigator exchanged a WIC  voucher  for  foods that were not on  the

then current WIC Approved Foods List.  Dept.  Ex. 3.  Moreover,  on  August  12,

1987, the investigator received items  which,  though  on the WIC Approved  Foods

List, were not specified on the face of  the  voucher  as fulfilling the  special

nutritional needs of the program participant.  See Findings 14  and  20,  supra.

7 C.F.R.  246.10(b) (1987), requires the State to identify foods  which  are

acceptable for use under the program.  The federal  regulation lists  nutritional

requirements of qualifying foods according to stated "food  packages".  7  C.F.R.

 246.10(c) (1987).  The Respondent apparently argues that  the  Department  must

show not only that the items did not appear on the WIC Approved  Foods  List,

but that the nonapproved items obtained did not meet the  nutritional  require-

ments specified in 7 C.F.R.  246.10(c) (1987).  Absent such proof, the

Respondent asserts that the Department has failed to establish a  program  abuse

within the meaning of 7 C.F.R.  246.12(f)(xvii) (1987).  The Department

asserts that the fact that a particular item does not appear on the WIC

Approved Foods List at the time of the transaction in question  is  sufficient

to establish the violation.

 

    The nonapproved food items purchased on May 4, 1987, included  three  items:

a 12-ounce box of Wheaties; a 10-ounce box of Cheerios; and a 12-ounce  can  of

frozen Tree Top apple juice.  At the time of the purchase, at least  the  box  of

Wheaties and the can of Tree Top apple juice did not meet  federal  nutritional

standards as specified in 7 C.F.R.  246.10(c) (1987).  The  compliance  buy  on

August 12, 1987, included both items that did not appear on the  WIC  Authorized

Foods List (nonapproved foods) and items which though contained on the  list  of

 

 

                                     -10-

 


approved foods were not within the supplemental food prescription of  the

Program participant.  With respect to the nonapproved unauthorized  foods,  at

least the Gerber rice cereal with bananas, the Similac formula--low-iron  type

and the Speas apple juice do not meet federal nutritional requirements  under

the WIC program.  Moreover, the Respondent does not contest that  the  various

fruit juices obtained on August 12, 1987, did not meet the food  prescription

contained on the voucher presented.  That voucher specified small cans of

infant fruit juice.  The voucher was exchanged for large cans of juice not

prepared for infants.  Hence, even under the argument of the  Respondent,  on

the two occasions at issue, food items were exchanged for WIC vouchers  when

those items were both nonapproved and not within the federal  nutritional

requirements specified for the WIC program.

 

    The Administrative Law Judge, however, does not accept the argument of  the

Respondent that program abuse may only be demonstrated by proof that the  non-

approved food items exchanged for a WIC voucher did not meet the  nutritional

requirements specified by federal regulations.  Only  supplemental  foods

approved by the Department on its WIC Approved Foods List may be provided  in

exchange for a WIC voucher.

 

    Pursuant to 7 C.F.R.  246.10(b)(1) (1987), the Department is required  to

identify foods which are acceptable for use under the program as  meeting

federal nutritional requirements.  That same regulation requires the Department

to provide local agencies with a list of acceptable foods and their  maximum

monthly quantities.  The federal regulation does not require that  the  State

include in the approved list every food or brand of food that meets  the

federal nutritional standards.  The Respondent argues that the failure to

include on the list all foods which satisfy federal nutritional  requirements

is "arbitrary and capricious" and, hence, no violation can be  predicated

solely on the contents of the list.  As the Department testified, however,

changes in product composition, the periodic offering of new brands  and

products, and the difficulty of revising the WIC Approved Foods List on  more

than an annual basis make it a practical impossibility to include on the  list,

at any one time, all brand foods that satisfy the federal nutritional

requirements.  As stated in 7 C.F.R.  246.10 (1987), and  the  governing

statute, the purpose of the WIC program is to ensure that particularly

vulnerable, low-income women and children receive food necessary to  satisfy

their particular nutritional requirements.  Maximizing the  selection  of

products from which those nutritional needs are met is not a stated or  even

implicit purpose of the program.

 

    Agency action is "arbitrary or capricious" in the context of a  rulemaking

or program requirement when it has no rational  basis.  Manufactured_Housing

Institute v. Petterson, 347 N.W.2d 238, 247 (Minn. 1984); Greenhill v.  Bailey,

519 F.2d 5 (8th Cir. 1975).  As noted in the Findings, the  Vendor  Compliance

Statement requires the Respondent to only supply supplemental food that  has

been included on the WIC Acceptable Foods List.  Given the scope  of  the

program that the Department must administer with the staff level and  allowable

administration costs limited by federal regulation, requiring adherence to  the

WIC Acceptable Foods List is entirely reasonable.

 

    The Program, as currently designed, does not allow substitution of  foods

by the vendor or its employees.  The Respondent argues that  vendor  employees

are perfectly capable of making substitutions by reading the  nutritional

content contained on product packages.  Although Respondent states  that  you

 

 

                                    -11-

 


should be able to assume that people can read, that is  precisely  what  counsel

later suggests the Administrative Law Judge should not do.  The  strength  of

the argument advanced can be judged by the fact situation in this  case.  On

May 4, 1987, two clerks thought that products which did not meet federal

nutritional standards were acceptable.  On August 12, 1987,  the  transaction

clerk apparently reached a similar conclusion.

 

    The Respondent suggests that the provision of unauthorized  supplemental

food may not be a program violation under 7 C.F.R.  246.10(e) (1987),  which

allows the substitution of foods.  The apparent suggestion is that  a  vendor

clerk may exercise discretion in substituting foods.  A review of that

provision, however, reveals that the substitution of foods may only be  done  by

a State agency pursuant to a plan for substitution of foods accepted by  the

Federal Nutrition Service and only to accommodate different cultural  eating

patterns.  Moreover, the State agency's plan must  include  a  justification  for

the proposed substitution, including a specific explanation of the  cultural

eating patterns which require the substitutions.  Under no  reading  of  that

section is any substitution by vendor clerks authorized or even remotely

suggested.  Finally, there is no evidence that the vendor's  clerks  in  this

proceeding were attempting rationally to substitute foods during the  trans-

actions.  That suggestion is particularly remote in light of the  argument  of

the Respondent that the clerk conducting the May 4, 1987, transaction,  perhaps,

was unable to read print, including product labels.

 

    The Administrative Law Judge concludes that the provision of  nonapproved

supplemental food is a program violation under the applicable federal

regulations, the Minnesota WIC Vendor Compliance Statement and the State

Plan.

 

    The Respondent next challenged the right of the Department to impose  any

penalty for providing unauthorized supplemental food by asserting  that  the

operative federal regulation is impermissibly vague. 7  C.F.R.    246.12(f)

(1987).  That provision, dealing with the content of the  standardized  vendor

agreement, provides that the agreement must contain a statement,  in  particular

wording to be determined by the State, that a vendor may  be  disqualified  from

program participation because of "program abuse".  The argument  advanced  by

the Respondent, logically, includes two concepts.  Initially,  the  argument

appears to be that the generality of the language does not provide a  person

with reasonable notice of the conduct prohibited.  The  Respondent  may  also  be

arguing that the phrase "program abuse" is so imprecise as to  deprive  a  state

of authority to define specific actions constituting "program abuse".

 

    The federal regulations do not contain a definition of the word  "abuse"  in

the context of 7 C.F.R.  246.12(f) (1987).  The word is not,  however,  used  in

any technical sense.  In the absence of an indication that a  special,  technical

meaning is intended, words in a statute or regulation are to be given  their

accepted ordinary meaning.  Minn.  Stat.  645.08(l) (1986).  The accepted

ordinary meaning of the term "abuse" is to use wrongly or  misuse.  Webster,

New World Dictionary (Collins & World Publishing Co. 1976).  Judicial  decisions

interpreting the word "abuse" in a variety of circumstances, have  also  defined

the term to mean "improper use" or "to use improperly".  Erie  -  &  N.E.R.  Co.  v.

Casey, 26 Pa. (2 Casey) 287, 318 (1856); City of  Baltimore  v.  Cornellsville  &

S.P. Ry,_Co., 6 Phila. 190, 191, 3 Pitt. 20, 23 (1840).  In  Brown  v.  Minnesota

Department of Public Welfare, 368 N.W.2d 906 (Minn. 1985), the  Minnesota  court

defined the term "abuse" in the context of the State Medical Assistance  Program

 

 

                                    --12-

 


to include failure to abide by the regulations implementing the program.

Hence, program abuse wi thin the context of 7 C. F. R.  246.1 2( f ) ( 1 987) , is to

be equated with the term "program violations" contained in 7 C.F.R.   246.12(k)

(1987).  That section authorizes the state authority to  "establish  policies

which determine the type and level of sanctions to be applied against  food

vendors, based upon the severity and nature of the Program violations  observed,

and such other factors as the state agency determines appropriate  . . . . "

 

    In the 1987 State Plan, Dept.  Ex. 10, the State has defined three  levels

of vendor abuses which merit some term of disqualification from program  parti-

cipation.  That State Plan has been specifically approved by the  federal  WIC

authority.  The sanction contained in the State Plan for  providing  unauthorized

supplemental food is a six-month suspension of vendor  participation.  Hence,

both 7 C.F.R.  246.12(k) (1987), and 7 C.F.R.  246.12(f) (1987),  clearly

authorize the disqualification of a food vendor from program participation  for

the program violation here at issue.

 

    Although the Administrative Law Judge has concluded that the  operative

federal regulation is not vague, the argument that the Respondent did not  have

notice of the prohibited conduct and its consequences is unsupported in  the

record.  As discussed in the Findings, when the Respondent applied for

participation in the Program, he received a copy of the Minnesota Vendor

Manual, WIC Program, containing the Minnesota WIC Vendor Compliance  Statement.

Item D requires a vendor to supply only those supplemental foods which  are

identified on the vouchers in the amounts specified and which appear on  the

current WIC Acceptable Foods List.  The program application, signed  by  the

Respondent contains the Statement of Vendor in which Mr. Lincoln agrees  to

adhere to the provisions of the Compliance Statement.  It includes his

understanding that revocation of his vendor authorization may result from  "any

violation of the Compliance Statement by it or any of its  employees."  Dept.

Ex. 1.  Moreover, as indicated in the Findings, on several occasions the

Department wrote Mr. Lincoln, calling to his attention specific provisions  of

the WIC Vendor Compliance Statement, including Item D, and stating that

violations of that Compliance Statement could result in revocation of his

vendor authorization.

 

    The Respondent then argues that no sanction may be imposed for the acts  of

an employee because the operative federal regulation contains no definition  of

the word "accountable".  As previously noted, words in a statute  or  regulation

are to be given their ordinary accepted meaning, unless the context  clearly

indicates that a specialized meaning was intended.  The accepted common

meaning of the word "accountable" is "responsible for".  Webster,  New  World

Dictionary (Collins & World Publishing Co. 1976.) Judicial  interpretations  of

the word "accountable", in a variety of legal contexts, have equated the  word

with the phrase "liable for".  Sun River Cattle Co.,_Inc. v. Miners  Bank  of

Montana, 164 Mont. 237, 521 P.2d 679, 684 (1974); Rock Island Auction  Sales,

Inc. v._Empire_Packing  Co., 32 111. 2d 269, 204 N.E.2d 721, 723 (1965);

Sullivan v. Carmony, 384 Pa. 486, 121 A.2d 174, 176 (1956).

 

    The Administrative Law Judge does not conclude that the vendor, under  all

circumstances, is strictly liable for all acts of its employees.  The  federal

regulation, itself, recognizes that a sanction may be inappropriate where  the

act is one of only an individual employee who did not understand Program  rules.

7 C.F.R  246.12(k) (1987).  That is not, however, this case.

 

 

                                     -13-

 


    The Respondent argues that the circumstances of the May 4, 1987  compliance

buy demonstrate unusual conditions making a penalty inappropriate.  The

Respondent first states that the clerk who conducted that WIC transaction  was

a new cashier being trained by a more experienced person.  However,  the  more

experienced cashier who was providing training told the younger cashier  that

unapproved items were included in the WIC Approved Foods List.  She  then  told

the trainee to look on the back of the voucher for the list of foods.  The

trainee clerk did so and, yet, allowed the investigator to obtain the

unauthorized foods.  More specific notice or opportunity to verify  whether  the

foods were on the WIC Approved List could hardly be imagined.  The  Respondent

states that, perhaps, the trainee clerk was unable to read, or, at least,  that

the Department did not establish her literacy.  County Cub,  apparently,  would

place on the State the burden of establishing literacy as an element of  a

prima facie case and, perhaps, whether the employer had knowledge of  any

illiteracy.

 

    Initially, it is unlikely that one functioning as a cashier who  reads

prices from items, could be illiterate.  In this case, the cashier rang  up  the

sale and later transferred that amount to the WIC voucher.  Obviously,  she  was

able to read the numbers.  Moreover, the clerk whom the Respondent had selected

to provide training, herself, gave erroneous information.  Although the circum-

stances are not consistent with a conclusion that the clerk was illiterate,

the Administrative Law Judge does not accept the Respondent's assertion  that

negation of illiteracy is an element of the State's prima facie case.  It  is

important to note that the Respondent provided no evidence.  The  asserted

illiteracy of an employee and the vendor's lack of knowledge of that  circum-

stance are appropriately characterized as an affirmative defense.  On  such  a

defense, the Respondent would at least bear the burden of coming forward  with

evidence and, perhaps, the ultimate burden of persuasion.

 

    The Respondent also argues that the sale of Similac formula--low-iron  on

August 12, 1987, should not be the subject of sanction because the WIC

Acceptable Foods List does not clearly prohibit the providing of an infant

formula labeled as low-iron.  As noted in Finding 21, supra, in late  1986  or

early 1987, the Department mailed to its list of WIC vendors a statement  that

infant formulas labeled low-iron were not acceptable foods for purposes of  the

WIC Acceptable Foods List.  The Respondent asserts that the State  must  estab-

lish that County Cub actually received the document as an essential element  of

proving the violation.  County Cub suggests that such notifications  should  be

sent "return receipt requested" to establish actual receipt by  individual

program vendors.  The Department witness testified that the  notification  was

sent by first class mail to the then current list of WIC vendors.  The

Respondent's name and address were included on the vendor list.  At  least  in

the absence of some evidence that the notification was not received,  posting

by first class mail is legally sufficient.

 

    The Respondent next asserts that the August 12, 1987, compliance  buy

cannot be the basis of a sanction because the Department can't establish  that

County Cub ever received reimbursement for the voucher.  In the absence of

proven reimbursement, it argues that donating free food is not a  Program

violation.  The State admits that it does not have the returned voucher

showing reimbursement to the vendor.  There are two explanations  for  that

circumstance.  Given the volume of WIC vouchers that are  ultimately  processed

by a single bank in Maine, it is entirely possible that payment was made to

the vendor on the voucher and it was improperly "end coded" by the  Maine

 

 

                                    -14-

 


bank.  If the voucher was improperly "end coded" by the Maine bank,  it  would

not be returned to the Department.  It is also possible that the  vendor  never

deposited the negotiated voucher in its bank account.  If County Cub  did  not

deposit the voucher, it would not have received monetary reimbursement for  the

items transferred to the Department investigator in exchange for the WIC

voucher on August 12, 1987.

 

    The Administrative Law Judge concludes that, in the context of a  vendor

disqualification for program violation, consideration need not be  established.

It is important to note that, in addition to disqualification,  additional

sanctions are authorized under the federal regulations.  See, 7 C.F.R.

sec. 246.12(k)(i) (1987); 7 C.F.R.  246.23 (1987).  The imposition  of  those

penalties specifically requires an improper receipt of program funds.  The

violation here asserted, however, does not.  The program violation is providing

unauthorized food items in lieu of authorized supplemental foods.  7  C.F.R.

sec. 246.12(k) (1987).  Suspension or termination of provider participation  in  a

government program need not be premised only on improper  reimbursement.  81

C.J.S., Social Security and Welfare,  136.

 

    The argument of the Respondent, that providing free food cannot be a

violation, has no application to the facts of the August 12, 1987,  compliance

buy.  The employee accepted a WIC voucher in exchange for  unauthorized  food.

Clearly, no donative intent appears in the record.  As noted in  the  Findings,

particularly vulnerable women and young children are selected to  participate

in the WIC program and are given a specific food prescription after nutritional

evaluation.  The number of vouchers received and even the amount  of  prescribed

food are strictly limited both by federal regulation and Department  implement-

ing policies.  The "currency" for satisfaction of the  participant's  special

nutritional needs is the voucher.  If the monthly voucher is taken  by  the

vendor in exchange for food which does not meet the nutritional  prescription,

the adverse effect on Plan participants in the same, whether the vendor  later

receives reimbursement or not.

 

    The Department has also established that the Respondent, on May 4,  1987

violated 7 C.F.R.  246.12(r)(3) (1987), and Item C of the Vendor  Compliance

Statement when the transaction clerk required countersignature of the food

voucher prior to her entry on it of the total purchase price.  The federal

regulation clearly states that the Department may impose such a  requirement

The Department has done so in the Vendor Compliance Statement and has  provided

a specific penalty for the infraction in the federally approved State  Plan.

The Department testified that the requirement was the only practical method  of

insuring that the appropriate cost of authorized supplemental food was  entered

on the voucher.  The Department likened a contrary sequence of countersignature

to providing a vendor with, in effect, a blank check.

 

    While the Department has established the violation and the propriety  of

its requirement, the countersignature and entry of total price during  the

May 4, 1987 transaction were almost contemporaneous.  Apparently, in

recognition of this fact, the Department did not propose a separate  penalty

for that violation.  The Administrative Law Judge agrees that  no  separate

penalty should be imposed for the technical violation.

 

    The Department has also established that a violation of 7 C.F.R.

 246.12(p) (1987), and Item E of the Vendor Compliance Statement  occurred  on

August 12, 1987.  As indicated in the Findings, during the August  12,  1987,

 

 

                                    -15-

 


compliance buy, the clerk did not check the Transfer of Certification Card to

ensure that the proxy countersignature was that of an authorized person.

Under the State Plan, that infraction merits a vendor disqualification of

three months.  The Respondent has not contested the validity of that charged

infraction.

 

    The Administrative Law Judge has referred both in his Findings and this

Memorandum to the status of the Respondent as a "high risk vendor", to the

elements of that determination and to communications between the Department

and the Respondent regarding complaints.  The Administrative Law Judge has

referenced the Respondent's status, other complaints and communications with

the Department only to show reasons for the Department's compliance buys, to

negate any inference of selective enforcement and to document particular

notice of program requirements, including specified items in the Vendor

Compliance Statement.  Those references have not been used to establish the

validity of any charged offense.

 

                                    B.D.C.

 

 

 

 

 

 

 

 

                                    -16-