JOBS-89-001-AK

                                                      6-1200-2694-2

 

 

                               STATE OF MINNESOTA

                       OFFICE OF ADMINISTRATIVE HEARINGS

 

                    FOR THE DEPARTMENT OF JOBS AND TRAINING

 

 

In the Matter of the                                      FINDINGS OF  FACT,

Denial of Job Training                                    CONCLUSIONS,

Partnership Act Benefits                                  RECOMMENDATION

to Errol Ernst                                            AND MEMORANDUM

 

 

    This matter was heard by Allan W. Klein, Administrative Law Judge, on

September 22, 1988, in Moorhead.

 

    Errol Ernst, the Claimant, appeared on his own behalf.  His mailing

address is P.O. Box 77A, Barnesville, Minnesota  56514.

 

    The Service Delivery Area (SDA) grant recipient, Rural Minnesota CEP,

Inc., was represented by its deputy director, Boris Ochry.  His mailing

address is 819 Lincoln Avenue, P.O. Box 1108, Detroit Lakes, Minnesota 56501.

 

    The State Job Training Office (an office in the Department of  Jobs  and

Training) was represented by J. Clement Haley, State  Field  Representative.

His mailing address is 690 American Center Building, 150 East Kellogg

Boulevard, St. Paul, Minnesota 55101.

 

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

will be made by the Governor (or his designee) after a review of the record.

The final decision may adopt, reject or modify the Findings of Fact,

Conclusions and Recommendations contained herein.

 

                              STATEMENT OF ISSUE

 

    Did Rural Minnesota CEP act appropriately when it denied  Errol  Ernst's

application for vocational training benefits?

 

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

makes the following:

 

                               FINDINGS OF FACT

 

    1.   Errol L. Ernst is 36 years old.  He resides in Barnesville, Minnesota,

with his wife and four children.  The parties stipulated that aside from the

matters discussed below, he was otherwise eligible for participation in the

Displaced Farmer Program.

 

    2.  Rural Minnesota CEP, Inc. is a non-profit corporation.  The initials

"CEP" stand for Concentrated Employment Program.  Rural Minnesota CEP is

headquartered in Detroit Lakes, with offices in Moorhead, Brainerd, Alexandria

and Bemidji.  It administers a variety of federal, state and local programs,

and deals with more than 10,000 individuals each  year.

 


    3.   One of the programs administered by Rural Minnesota CEP is the

Displaced Farmers Program, which is part of the Job Training Partnership  Act.

One of its components is a classroom training program.  Rural Minnesota CEP

receives four requests for classroom training for every one which it  grants.

It selects candidates for classroom training based upon its evaluation  of

their chances for success.  Average costs for classroom training have  risen  to

approximately $4000 per year, which forces Rural Minnesota CEP to turn down

most of the applicants.

 

    4.   On October 24, 1986, Errol Ernst first met with Bonnie Grieger,  who

is a counselor in the Moorhead office of Rural Minnesota CEP.  They  filled  out

a "career plan survey".  Ernst wanted to become licensed as an A &  P  mechanic,

which is a federally certified designation for persons eligible to perform

mechanic work on airplanes and aircraft engines.  He wanted  assistance  to

pursue airframe classroom training between October of '86 and May of  '87.

Then, in May of '87, Ernst would suspend his training in order to earn  money

as an aerial crop sprayer.  The career plan survey went on to state

"Reconsider for powerplant training to complete final portion of training"

between September of 1987 and May of 1988.  Ex. 3-A.

 

    5.   Ernst was told when he applied for the job training benefits in  the

fall of 1986 that his plan covered a two-year period, and the money had to  be

applied for at two separate times.

 

    6.   On October 24, 1986, Bonnie Grieger certified Ernst for 27.2 weeks  of

"A & P mechanic -- airframe" training at Dakota Aerotech, an FAA  approved

facility in Fargo.  She requested $2280 for direct training costs to  cover  the

period October 27, 1986 to May 4, 1987.  Ex. 3-B.

 

    7.   Ernst began his training at Dakota Aerotech in the fall of 1986,  but

ran short of money because his JTPA funding covered only direct training

costs, and did not include any allowances for transportation or family

expenses.  He began working parttime as a bartender at night and  on  Saturdays,

but this took a toll on his studies.  In addition, he was living in

Barnesville, but the training was in Fargo, and so he had to commute 30  miles

each way.  He had trouble with a car engine, which took time and  money  to

repair.  In December of 1986, he contacted Bonnie Grieger and asked  for  help

with child care costs and asked whether or not he could add two more months  of

schooling.  On December 31, 1986, she executed an "Amendment  to  Certification"

form, extending his training to a total of 35.4 weeks, from October 27,  1986

to June 30, 1987.  This added an additional $760 to the $2280 already

encumbered, for a total of $3040.  Ex. 3-Dl.  In  addition,  arrangements  were

made to assist with babysitting.

 

    8.   Ernst continued with school, but the difficulties imposed by going  to

school 40 hours a week and working 30 hours a week, plus sick children,

ongoing vehicle problems, and his wife's having to work, all contributed to

his missing a number of days of school.  On January 21, 1987,  Grieger  learned

from the school that Ernst had only been in school three and one-half days

since January 5, and had missed three and one-half weeks of school since

October.  She discussed this with Ernst, who indicated that it  was  impossible

for him to continue under the present circumstances.  He decided to  drop  out

of school, but wanted to get credit for the hours completed if he went back  to

school later on.  He asked Grieger for help finding a fulltime job.

 

 

                                    -2-

 


    9.   On January 26, 1987, Ernst was enrolled in an  on-the-job  training

program as a maintenance mechanic.  This was arranged through  Rural  Minnesota

CEP, and involved Ernst working for D & H Auto Service in Barnesville.

 

    10. From the standpoint of Rural Minnesota CEP, this change  constituted  a

'status change", and on or about January 26, 1987, a "JTPA Status Change

and/or Termination Form" was filled out.  This form indicates that as of

January 25, 1987, Ernst was leaving "activity code 63", and entering  "activity

code 51".  The first is identified a  S H  Job Placement", while the  second  is

'On-the-Job Training".  Ex. 3-G.

 

    11.  On February 2, 1987, Ernst sent a letter to Dakota Aerotech,

requesting that he be sent credits for coursework he had completed, "as I do

intend to follow up with schooling in the future.' He indicated in  the  letter

that he was unable to complete the schooling because of financial difficulties.

 

    12. On February 3, 1987, Jerome Rogers, Rural  Minnesota  CEP's  finance

director, sent a letter to Kenneth Rostomily at the State Board of  Vocational-

Technical Education.  In the letter, Rogers informed Rostomily that  Ernst  was

terminated from the classroom training component effective January 21, 1987,

and that any costs incurred by Ernst after that date would be Ernst's

responsibility.  A copy of the letter was sent to Dakota Aerotech and to

Bonnie Grieger, but Ernst himself was not sent a copy.  Ex. 3-1.

 

    13.  Ernst worked at D & H Auto Service until he was offered a better

job.  He left D & H on March 2, 1987.

 

    14. On or about March 2, 1987, someone at Rural Minnesota CEP  filled  out

another "JTPA Status Change and/or Termination Form".  This  form  indicates

that Ernst was leaving "activity code 51" effective March 2, 1987, and that  he

was terminated from the activity.  Ex. 3-H].  Ernst did not  sign  this  form,

and there is no evidence to suggest that he ever saw it.  He was not  told  that

he had been terminated, or what that implied.

 

    15. Ernst worked at his new job, which involved  piloting  and  welding,

until the end of April.  He then worked parttime at that  job,  and  parttime

spraying, until the end of August.  Around the end of August, he  was  informed

that his pilot/welder wages would be reduced, and so he quit his job.  He

immediately contacted Dakota Aerotech to see if they had any openings for  the

fall semester.  There was an opening in the powerplant course.

 

    lb. As soon as Ernst determined that there was an opening  available  at

Dakota Aerotech, he called Rural Minnesota CEP to see if they would fund it.

He was told over the telephone that there was no money available  then,  but

that he was "on the list".  He was warned that others were ahead of him.

Ernst asked if he was guaranteed of getting the money eventually, and he was

told there was no guarantee.  He spoke with the manager of  Dakota  Aerotech,

and told him that he could not pay the tuition then, but that CEP would  pay

eventually.  The manager was willing to wait.

 

    17. On September 18, 1987, Ernst filed a formal application  with  Rural

Minnesota CEP for training funds to go back to Dakota Aerotech.

 

    18.  On September 23, 1987, Bonnie Grieger sent a letter to Ernst,

informing him that his application had been considered, but "at the  present

time all funds for vocational training have been committed."

 

 

                                    -3-

 


    19.  On October 10, 1987, Ernst signed an enrollment contract at Dakota

Aerotech, retroactive to September 21, 1987.  The purpose of this enrollment

was to complete the powerplant course.

 

    20.  Ernst continued his studies at Dakota Aerotech during the fall of

1987 and the winter of 1987-88.  He only missed one and one-half days of

school during the period October 28, 1987 through March  26, 1988.

 

    21.  On February 25, 1988, Ernst reapplied to Rural  Minnesota CEP for

training benefits.  Ex. 3-M and Ml.

 

    22.  On February 25, 1988, Dakota Aerotech prepared  a letter of explanation

setting forth the history of Ernst's enrollment there.    It indicates that as

of February 25, 1988, Ernst had received waivers for the general and airframe

portions of the course.  He had finished the oral and practical examinations

for those parts of the course.  He was currently attending the powerplant

course, and would have to take an oral and practical exam for that in the

future.

 

    23.  On March 4, 1988, Ernst contacted the Moorhead CEP office to learn of

his funding status.  He was told that he was not going to be funded

retroactively to the fall of 1987, and that at most, he could only be funded

from February 25 until school ended on March 22.  This would be only $380.

 

    24.  Ernst needed approximately $2250 to cover the unpaid tuition from the

1987-88 training period and various incidental fees.  Dakota Aerotech would

not allow him to take his powerplant final exam and certification test until

he paid up his account.

 

    25.  On March 11, 1988, Ernst met with Cheryl Nerby, the Moorhead Acting

Operations Manager, and George Peters, who is now the Operations Manager of

Rural Minnesota CEP.  In that meeting, Ernst provided Peters with a summary of

his dealings with Rural Minnesota CEP (Ex. 3-P1).  Ernst indicated that he was

unable to take the final exam at Dakota Aerotech until he paid off his

indebtedness.

 

    26.  On March 23, 1988, Grieger and Nerby sent Ernst a letter, indicating

that his most recent application had been reviewed, and that further classroom

training assistance would not be approved.  The stated reason was that he had

previously received services.  Ex. 3-Q.  However, a contemporaneous

handwritten memorandum indicates that the denial was based upon his past

school performance, which was described as "many days of absenteeism".

Ex. 3-P.

 

    27.  At some point in February 1988, Ernst contacted the staff of

Congressman Arlan Stangeland for assistance with his JTPA funding.  The staff,

in turn, contacted Rural Minnesota CEP for an explanation.  In a letter to

Congressman Stangeland dated March 23, 1988, Rural Minnesota CEP indicated

that the decision to deny the February 25, 1988 application was based on

Ernst's poor training performance record.  It also indicates that Ernst had

entered training after having been told there were no funds available, and now

expected the agency to pay "unauthorized costs" that he had incurred.  Ex. 1

and 2.

 

    28.  At some time after March of 1988, Ernst's grievance was referred to

the State Job Training Office.  On August 24, 1988, that office sent letters

 


to Ernst and Rural Minnesota CEP, indicating that Ernst  had  requested  a  review

of his March 9, 1988 statement (Ex. 3-Pl) because he was  not  satisfied  with

the March 23, 1988 denial of his last application (Ex.  I  or  Ex.  3-Q).  The

letters give notice of a hearing to be held on September  22  in  Moorhead  before

the undersigned Administrative Law Judge.

 

    29. At the start of the September 22 hearing,  there  was  discussion  of  the

fact that the short time limits for handling grievances set forth in 29 U.S.C

sec. 1554 [S 144(a) of the Job Training Partnership Act], 20  C.F.R.  S  629.52,  and

Minnesota JTPA Letter No. 87-3, Section G(b), had not been met.  Both parties

were informed that if they elected to proceed with the  hearing,  they  would

waive whatever rights they had to object to the timeliness  of  the  hearing.

Both parties agreed to go forward with the hearing.

 

    30. in a completely separate case, involving  a  different  applicant  for

job training funds, the State Job Training Office has ruled that  in  order  to

have JTPA fund training costs, the individual must be both eligible and

"enrolled" in a JTPA program.  Costs incurred prior  to  "enrollment"  will  not

be funded -- JTPA will not reimburse persons for monies  expended  before  they

were "enrolled" in a program.  Ex. 3-R.

 

    Based upon the foregoing, the Administrative Law Judge  makes  the  following:

 

                                  CONCLUSIONS

 

    1.   The Governor and the State Job Training office  have  subject  matter

jurisdiction over this complaint pursuant to 29 U.S.C.  1554  and  20  C.F.R.

 629.52.

 

    2.   The time limits contained in the above-referenced statute and

regulation were not met.  However, both parties waived  any  rights  they  may

have had as a result of that failure.

 

    3.   Errol Ernst was not enrolled as a participant in  any  JTPA  program

after his termination on March 2, 1987.  Although he applied again in

September of 1987 and February of 1988, those applications  were  both  denied.

 

    4.   Both of the denials were reasonable.  They were not arbitrary,

capricious, or tainted by any illegal motive.

 

    Based upon the foregoing, the Administrative Law Judge  makes  the  following:

 

                                 RECOMMENDATION

 

    That the denial of funds for classroom training of  Errol  Ernst  contained

in the March 23, 1988 determination of Rural Minnesota CEP (Ex.  1)  be  AFFIRMED.

 

Dated this 30th  day of September, 1988.

 

 

 

 

                                          ALLAN W. KLEIN

                                          Administrative Law Judge

 


                                     NOTICE

 

    The agency is requested to serve its final decision upon each party  and

the Administrative Law Judge by first class mail.

 

Reported:  Taped Recorded.

 

                                   MEMORANDUM

 

    This is an unfortunate situation.  Ernst re-enrolled for  his  second  year

with the knowledge that there were currently no funds available, and that

there was no assurance that funds would become available.  Dakota  Aerotech,

and Ernst, took a risk that he would be funded in the future.  Ernst  may  have

been laboring under the misapprehension that he was still eligible  to  receive

funding, but Dakota Aerotech ought to have been suspicious because it had

received a letter the previous spring from Rural Minnesota CEP, indicating

that Ernst's participation had been terminated and that any costs  incurred  by

him after January of 1987 would be his responsibility.  Nonetheless,  both  went

ahead in the hope that Ernst would be funded again, and that the  funding  would

be retroactive to the start of the school year.

 

    Ernst's attendance during this second year was exemplary.  He  missed  only

one and one-half days during the entire period from October of 1987  through

March of 1988.  Considering the fact that his wife was working,  that  they  had

four children, and that he had to commute a substantial distance each day,

that is a very good record.  However, Rural Minnesota CEP used his prior

year's attendance problems as one of the bases for denying  him  funds.  That,

plus the fact that they had already invested a substantial amount in his

family, was the reason for denial.

 

    The unfortunate effect of the denial, however, is that he cannot  take  the

final examinations which are required for FAA certification, and  without  FAA

certification, he cannot get the kind of high-paying job that he has been

trained to perform.  He has already obtained part of the necessary FAA

certification (airframe), and has completed all but four clock hours of  the

classroom training for the other half (powerplant).

 

    It is understandable that Dakota Aerotech wants to be paid for its

services before it will allow him to take the final examination needed  for  his

FAA certification.

 

    There was no specific statute or rule cited that requires that a  person  be

"enrolled" as a participant in a program prior to obtaining services to be

funded by the program.  Instead, it appears to be just assumed  in  the  federal

regulations governing these programs.  For example, 20 C.F.R.  629.1(b)

requires recipient agencies to ensure that an individual "enrolled in  a  JTPA

program" meets the requirements applicable to programs funded under the

specific section or title of the act under which the participant "is

enrolling".  Similarly, subparagraph (2) of that rule requires that an

individual "be enrolled" within 45 days of the date of application, or  a  new

application must be taken. 20 C.F.R.  6239.35(c) requires the  Governor  to

ensure that records are maintained "of each participant's enrollment in  a  JTPA

program" in sufficient detail to demonstrate compliance with relevant

 

 

                                      -6-

 


eligibility criteria.  20 C.F.R. S 630.1(b)(1) requires that not less than

40 percent of the certain Title II funds be expended for services to eligible

youth, who are either 14 or 15 years of age 'and enrolled" pursuant to a

specific section of the act.

 

    In summary, the act presumes that the concept of enrollment will be

applied in a common sense and ordinary fashion.  Neither the statute nor the

rules provide any special definition or technical explanation of the concept.

Under an ordinary meaning, Errol Ernst was not properly enrolled in a JTPA

program when he went back to school and incurred the tuition expense.

 

                                    A.W.K.

 

 

 

 

 

 

 

 

                                    -7-