By letter dated November 1, 2024, the Board denied Ms. Pierre’s application. Ms. Pierre timely appealed from that decision.
Analysis
Section 3(2)(g) of Chapter 32 of the Massachusetts General Laws provides a system for classifying employees’ jobs into four groups for retirement purposes. At issue in this case is Group 2, which includes “employees of the commonwealth . . . whose regular and major duties require them to have the care, custody, instruction or other supervision” of people with mental illnesses, developmental disabilities, or “wayward children.” G.L. c. 32, § 3(2)(g). “Regular and major duties” means that an employee spends more than half of their time providing direct care to a Group 2 population. See, e.g., O’Rourke v. State Bd. of Ret., No. CR-22-0288, 2025 WL 689848, at *2-3 (Div. Admin. L. App. Feb. 21, 2025). To receive a particular classification, the employee has the burden to show by a preponderance of the evidence that she satisfies each required element of the relevant statutory provision. See, e.g., Peck v. State Bd. of Ret., No. CR-15-0282, 2021 WL 12298080, at *2 (Contributory Ret. App. Bd. Feb. 8, 2021).
To determine an employee’s classification, the focus is on the employee’s duties at the time of retirement. See, e.g., Jameson v. State Bd. of Ret., CR-17-960, 2025 WL 2902417, at *4 (Contributory Ret. App. Bd. Aug. 20, 2025). An employee’s job title and job description are also key information to determine their classification. Gaw v. Contributory Ret. App. Bd., 4 Mass. App. Ct. 250, 254 (1976).
In this case, Ms. Pierre must prove that her “regular and major duties,” or at least 51% of her time, included providing direct care to a Group 2 population. The evidence does not show that Ms. Pierre spent more than half of her time providing direct care to patients nor is there evidence that she worked primarily with a Group 2 patient population. As much of the evidence focused on the direct care element pertinent to Group 2 classification, the analysis begins there.
Ms. Pierre’s Form 30 anticipated that she would provide some direct patient care (e.g., assessment and care of patients) but primarily focused on administrative or supervisory responsibilities (e.g., staff supervision and training, leadership, management of information and human resources, general oversight, and improving organizational performance). Similarly, her performance evaluation from mid-2024 described a mix of clinical, supervisory, and administrative tasks. Her supervisor noted that she was capable and experienced in her clinical role, which included performing pulmonary function tests, assisting medical staff in obtaining arterial blood gases, and administering respiratory therapies. Her supervisor also described her administrative and supervisory work, including reviewing policies, attending rounds, consulting with pulmonologists, implementing plans to make sure that staff properly monitored respiratory equipment, interacting with nursing staff, maintaining equipment, and conducting staff training. Her performance goals included continuing to work on improving her management, leadership, and staff supervision duties. Both the Form 30 and Ms. Pierre’s performance evaluation tend to indicate that she spent the majority of her time performing administrative and supervisory duties rather than direct patient care.
Ms. Pierre also described her day-to-day work at Pappas. As part of her retirement application process, a Board staff member contacted Ms. Pierre and had her describe her typical duties. She mentioned that she attended rounds, checked emergency carts, updated documentation, answered emails, ordered supplies, and managed equipment. Ms. Pierre also described assisting with patient care as needed and helping with midday treatments, but the staff member did not document how much time Ms. Pierre spent on direct care. During her testimony during this appeal, Ms. Pierre described her day-to-day work, which included many of the administrative responsibilities listed above as well as filling in for absent staff and providing direct care.
Filling in for an absent subordinate may constitute Group 2 eligible work if it is with a relevant population. See, e.g., Hurwitz v. State Bd. of Ret., No. CR-20-0642, 2024 WL 4345187, at *11 (Div. Admin. L. App. Sept. 13. 2024) (care provided by supervisor when covering for absent subordinate may qualify as Group 2 activity); Harrington v. State Bd. of Ret., No. CR-17-0826 (Div. Admin. L. App. Apr. 2, 2021) (same). However, even considering the direct care Ms. Pierre performed to fill in for her subordinates, a generous view of her testimony supports the finding that she provided direct care for up to three hours per day when staffing was low.
Specifically, she testified that the children attended school for approximately five or six hours each day during her usual eight-hour shift. This means that they were present on the unit where Ms. Pierre worked for just a few hours from 8 a.m. and 4:30 p.m., which makes it difficult to understand how she could have provided direct care for more than half of her day. Indeed, using Ms. Pierre’s own estimates, morning treatments totaled at most one-and-a-half hours, and lunchtime treatments totaled at most 30 minutes. There is no evidence about how long the after-school treatments took, but based on the other estimates, I infer that the afternoon treatments might have totaled 30 minutes. Thus, the maximum amount of time that she spent with students was two-and-a-half or three hours, which falls below the requisite threshold for Group 2 classification.
Neither the documentary evidence nor Ms. Pierre’s own descriptions of her work reach the 51% threshold of the provision of direct care that an employee must show for Group 2 classification. Thus, I find that Ms. Pierre did not satisfy her burden of providing by a preponderance of the evidence that her regular and major job duties involved direct care for purposes of Section 3(2)(g).
Even if Ms. Pierre had shown that she spent at least half her time providing direct care to the children, that alone would not create Group 2 eligibility. The children for whom she cared at Pappas had multiple disabilities and she treated those who had respiratory issues. However, there is no evidence to support a finding that the children she treated had mental illnesses or developmental disabilities or were “wayward children.” The work that Ms. Pierre performed was unquestionably important, but ultimately, she did not carry her burden of proof to demonstrate that she spent at least half of her time providing direct care to a Group 2 population.