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96 F.4th 1016
7th Cir.
2024
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Background

  • Kelly Chavez applied for supplemental security income (SSI) in 2019, claiming disability since 2007 due to various severe mental and physical impairments.
  • Her application was denied, and after initial and reconsideration denials, she was granted a hearing before an Administrative Law Judge (ALJ).
  • At a supplemental hearing, a new vocational expert (VE), Sarah Holmes, testified about jobs Chavez could perform, relying on the Job Browser Pro software for job numbers.
  • Chavez’s attorney questioned the VE’s methodology for estimating job numbers but did not pursue the VE’s offer to provide detailed explanation of the process.
  • The ALJ ruled Chavez was not disabled, finding the VE's testimony reliable; the district court affirmed, and Chavez appealed to the Seventh Circuit.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Reliability of Vocational Expert’s Job Numbers Holmes’s testimony is unreliable because she could not explain Job Browser Pro’s formula during the hearing Holmes is a qualified expert, used widely-accepted methods, and offered further information when asked VE's testimony was reliable; ALJ properly relied on it
Methodological Transparency Failure to explain Job Browser Pro’s internal formula renders the VE’s estimates insubstantial SSA precedents do not require VEs to fully explain or disclose proprietary algorithms if general method is explained VE’s lack of detailed formula did not preclude substantial evidence finding
ALJ’s Duties in Evaluating VE Testimony ALJ should have required a more thorough explanation or independently pursued the specifics of Job Browser Pro’s method ALJ is not required to pursue lines of questioning plaintiff’s counsel abandons, if VE's general explanation is reasonable ALJ acted appropriately under the substantial evidence standard
Handling of Plaintiff’s Objections ALJ failed to adequately address objections about the reliability and matching of SOC/DOT codes and “top down methodology” ALJ considered objections, questioned VE further, and explained reasons for rejection of objections ALJ’s treatment of objections was proper; ruling affirmed

Key Cases Cited

  • Biestek v. Berryhill, 139 S. Ct. 1148 (2019) (rejecting categorical rules; case-by-case review of vocational expert testimony sufficiency)
  • Gedatus v. Saul, 994 F.3d 893 (7th Cir. 2021) (deferential standard of review for ALJ decisions; substantial evidence standard)
  • Skinner v. Astrue, 478 F.3d 836 (7th Cir. 2007) (standard for judicial review of SSA decisions)
  • Liskowitz v. Astrue, 559 F.3d 736 (7th Cir. 2009) (ALJ may rely on VE testimony using generally accepted statistical sources)
  • Brace v. Saul, 970 F.3d 818 (7th Cir. 2020) (importance of reliable methodology in converting SOC to DOT job numbers)
  • Fetting v. Kijakazi, 62 F.4th 332 (7th Cir. 2023) (VE must provide enough methodological detail to instill confidence)
  • Ruenger v. Kijakazi, 23 F.4th 760 (7th Cir. 2022) (matching problem between SOC codes and DOT titles)
  • Leisgang v. Kijakazi, 72 F.4th 216 (7th Cir. 2023) (criticisms of equal distribution method but affirming ALJ decision based on VE testimony)
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Case Details

Case Name: Kelly Chavez v. Martin J. O'Malley
Court Name: Court of Appeals for the Seventh Circuit
Date Published: Mar 22, 2024
Citations: 96 F.4th 1016; 23-1196
Docket Number: 23-1196
Court Abbreviation: 7th Cir.
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