01-004447
Lula D. Hannah vs.
Department Of Health
Status: Closed
Recommended Order on Friday, March 15, 2002.
Recommended Order on Friday, March 15, 2002.
1STATE OF FLORIDA
4DIVISION OF ADMINISTRATIVE HEARINGS
8LULA D. HANNAH, )
12)
13Petitioner, )
15)
16vs. ) Case No. 01 - 4447
23)
24DEPARTMENT OF HEALTH, )
28)
29Respondent. )
31)
32RECOMMENDED ORDER
34A formal hearing was cond ucted in this case on February 4,
462002, in Tallahassee, Florida, before the Division of
54Administrative Hearings by its Administrative Law Judge,
61Suzanne F. Hood.
64APPEARANCES
65For Petitioner: Lula D. Hannah, pro se
724611 Givins La ne
76Tallahassee, Florida 32303
79For Respondent: Stephen W. Foxwell, Esquire
85Department of Health
884052 Bald Cypress Way
92BIN A02
94Tallahassee, Florida 32399 - 1703
99STA TEMENT OF THE ISSUE
104The issue is whether Respondent committed unlawful
111employment acts against Petitioner in violation of Section
119760.10, Florida Statutes.
122PRELIMINARY STATEMENT
124Petitioner Lula D. Hannah (Petitioner) filed a Charge of
133Discrimination with the Florida Commission on Human Relations
141(FCHR) on or about March 4, 1999. Said charge alleged that
152Respondent Department of Health (Respondent) discriminated
158against Petitioner based on her race and retaliated against her
168for filing a prior grievance. Specifically, the charge alleged
177as follows: (a) Respondent failed to promote Petitioner to an
187Administrative Assistant I position on two occasions; and
195(b) Respondent demoted Petitioner from a staff assistant
203position to an administrative secretary position, giving
210Petitioner's technical assistance responsibilities to white
216females serving as a program management specialist and/or
224operational management consultant manager.
228On October 5, 2001, FCHR entered a Notice of Determination:
238No Cause. This notice advised Petitioner that she could request
248an administrative hearing by filing a Petition for Relief.
257On November 9, 2001, Petitioner filed a Petition for Relief
267with FCHR. The petition included the same allegations raised in
277the Charge of Discrim ination with the additional allegation that
287Respondent failed to hire Petitioner for the position of
296management review specialist.
299On November 15, 2001, FCHR referred the Petition for Relief
309to the Division of Administrative Hearings.
315The Division of Administrative Hearing issued an Initial
323Order on November 19, 2001. The parties filed a Joint Response
334to Initial Order on November 26, 2001.
341On November 27, 2001, Respondent filed an Answer to
350Petition.
351The undersigned filed a Notice of Hearing on Nov ember 28,
3622001. The notice scheduled the formal hearing for February 4,
3722002.
373On December 27, 2001, Respondent filed a Motion in Limine.
383The motion alleged that Respondent did not hire anyone to fill
394the management review specialist position until May 14, 1999,
403two months after Petitioner filed her Charge of Discrimination.
412The motion sought to exclude any evidence about the management
422review specialist position because Petitioner did not include
430allegations about that position in her Charge of Discri mination
440and because FCHR has not had an opportunity to investigate the
451new allegations.
453On January 10, 2002, the undersigned issued an Order
462granting Respondent's Motion in Limine.
467On January 22, 2002, Respondent filed a unilateral Response
476to Order of Pre - Hearing Instructions. This response did not
487contain any proposed stipulated facts.
492On January 22, 2002, Petitioner furnished Respondent with
500copies of her proposed exhibits. On January 23, 2002,
509Respondent filed Respondent's Position on Petiti oner's Exhibits.
517On January 23, 2002, Respondent filed a Motion to Strike.
527Said motion objected to a proposed stipulated fact contained in
537Petitioner's unilateral Response to Pre - Hearing Instructions.
545Petitioner filed her Response to Pre - Hearing Instr uctions on
556January 28, 2002.
559On January 28, 2002, Petitioner filed a Motion Not to
569Strike. The undersigned granted Respondent's Motion to Strike
577by order dated January 29, 2002.
583On January 29, 2002, Petitioner filed her Response to
592Respondent's Posi tion on Exhibits.
597On January 29, 2002, Petitioner filed a Motion in Limine.
607The motion sought to admit evidence relating to Petitioner's
616allegations about Respondent's failure to hire Petitioner for a
625management review specialist position. Petitioner admits in her
633motion that she did not apply for the position until after she
645filed her Charge of Discrimination. To the extent that
654Petitioner's Motion in Limine seeks reconsideration of the Order
663dated January 10, 2002, it is hereby denied. However, the
673undersigned has considered, in the Findings of Facts below,
682evidence presented by Petitioner showing that her duties and
691responsibilities as a staff assistant were divided between three
700white females in professional staff positions, including a
708management review specialist position, in May 1998.
715During the hearing, Petitioner testified on her own behalf
724and presented the testimony of two additional witnesses.
732Petitioner offered Exhibit Nos. P1 - P7, P9 - P16, P18, and P27,
745which were accepted into evidence .
751Respondent presented the testimony of four witnesses.
758Respondent offered Exhibit Nos. R1 - R31 (including R21A and
768R21B), which were accepted into evidence.
774The parties did not file a transcript of the proceeding.
784Respondent filed its Proposed Reco mmended Order on February 15,
7942002. Petitioner filed her Proposed Recommended Order on
802February 25, 2002.
805FINDINGS OF FACT
8081. Respondent is an employer as defined in Section
817760.02(7), Florida Statutes.
8202. Petitioner is an African - American female. She is a
831member of a protected class for purposes of determining a
841violation of the Florida Civil Rights Act of 1992.
8503. Petitioner began working for the Department of Highway
859Safety and Motor Vehicles in April 1977 as a Clerk Typist I.
871She was promot ed to Clerk Typist II in July 1977. From 1979 to
8851988, Petitioner worked for the Department of Highway Safety and
895Motor Vehicles as a clerk typist specialist.
9024. Petitioner began working for the Department of
910Education in May 1988 as a clerk typist spe cialist. The
921Department of Education promoted her to secretary specialist in
930November 1989, administrative secretary in May 1993, and staff
939assistant in October 1996. Most of Petitioner's work with the
949Department of Education involved the federal Child a nd Adult
959Care Food Programs.
9625. In October 1997, the Legislature transferred the
970administration of the Child Care Food Program from the
979Department of Education to Respondent. The specific language of
988Chapter 97 - 260, Section 3, Laws of Florida, provided that
999Respondent should give employees being transferred a preference
1007in hiring for comparable positions.
10126. Phil Reeves is Respondent's Bureau Chief for the Bureau
1022of Child Nutrition Programs. He has held that position since
1032the Bureau's inception in October 1997.
10387. Mr. Reeves assessed the Child Care Food Program after
1048it was transferred to Respondent. He determined that the
1057program was deficient in making timely payments of monies to
1067program recipients. Mr. Reeves decided that the program needed
1076to operate more efficiently.
10808. Respondent hired Petitioner as a career service staff
1089assistant with a pay grade of 13. Initially, Mr. Reeves
1099supervised Petitioner's work in the Child Care Food Program.
11089. Respondent prepared Petitioner's initial p osition
1115description based on her duties and responsibilities as a staff
1125assistant with the Department of Education. The initial
1133position description, which was effective on October 1, 1997,
1142states as follows in relevant part:
1148The employee in this positi on performs
1155administrative work for the Child and Adult
1162Care Food Program. The work requires a high
1170degree of initiative, independence,
1174judgment, accuracy and understanding of
1179office administration. The incumbent
1183complies with and monitors compliance (wh en
1190applicable) of the mandatory requirements in
1196Section 215.422, Florida Statutes, and
1201Chapter 3A - 24, Florida Administrative Code.
1208The incumbent is responsible for the
1214following tasks:
1216Assists in organizing the Child and Adult
1223Care Food Program requireme nts and
1229procedures based on Federal Regulations Part
1235226, including, but not limited to:
1241a. reviewing and noting any deficiencies on
1248sponsor applications and amendments, and
1253routing the applications for corrective
1258action or approval;
1261b. disseminating p rogram requirements;
1266c. logging in outreach and program needs as
1274they occur for needs and assessments; and
1281d. notifying sponsors of annual
1286reimbursement rates.
1288Collects data, transcribes or compiles,
1293formats, types and edits criteria and
1299standards, tech nical handbooks, statistical
1304reports, outreach and needs assessment
1309results, memoranda and monitoring reports.
1314Performs administrative duties related to
1319the total operation of the Child and Adult
1327Care Food Program:
1330a. prepares drafts of memoranda and
1336c orrespondence for administrative decisions
1341and policies, and
1344b. compiles data for administrative
1349decisions.
1350Assists with technical assistance by:
1355a. logging all technical assistance
1360activities including staff development;
1364b. scheduling technical assis tance for
1370sponsors through appropriate staff;
1374c. providing training and technical
1379assistance to new staff and sponsors;
1385d. reviewing activities, comparing to
1390standards and compiling and summarizing
1395findings for area specialists; and
1400e. providing staff w ith new or revised
1408assignments.
1409Responds to correspondence and inquiries for
1415information. Disseminates information on
1419the Child and Adult Care Food Program.
1426Coordinates staff activities including
1430employment workpapers and travel requests
1435for personnel .
1438Performs other related duties as assigned.
144410. On or about February 9, 1998, Respondent updated
1453Petitioner's position description. Petitioner's actual duties
1459and responsibilities remained the same, but Petitioner's direct
1467supervisor became Dale K ishbaugh, an Operations and Management
1476Consultant Manager. The change in Petitioner's supervisor was
1484the result of a reorganization of the bureau.
149211. One of the changes that Mr. Reeves decided to make
1503early in 1998 was to hire an Administrative Assist ant I (AAI).
1515Mr. Reeves wanted the AAI to report directly to him and to
1527assist him with professional duties. The person in the new AAI
1538position would generally be responsible for bureau
1545administrative functions, including purchasing and personnel,
1551repres enting Mr. Reeves at meetings, functioning as the office
1561proofreader, and functioning as the bureau's correspondence
1568liaison with Respondent's division office and the Office of the
1578Secretary.
157912. On or about February 13, 1998, Mr. Reeves submitted a
1590Req uest for Recruitment Assistance form to Respondent's Bureau
1599of Personnel and Human Resource Management. The form provided
1608the following information for advertising the new position:
1616full time, career service, pay grade 15, open competitive
1625opportunity.
162613. Respondent advertised the new AAI position on
1634February 16, 1998. The advertisement stated that the closing
1643date for the position was February 27, 1998.
165114. The Department of Management Services (DMS) is
1659responsible for developing and issuing cla ss specifications.
1667The class specifications for AAI positions include factors that
1676require independent work assisting management in providing
1683analysis and research on a variety of administrative matters.
1692Persons in AAI positions perform a variety of duti es including,
1703but not limited to the following: (a) representing the
1712supervisor at meetings to furnish or obtain information;
1720(b) providing input and recommendations for the budget;
1728(c) performing fiscal, personnel, purchasing, statistical,
1734rep orting and other major office functions; and (d) reviewing
1744and coordinating implementation of statutes, rules, regulations,
1751policies, and procedures.
175415. According to DMS's class specifications, persons in
1762AAI positions must have knowledge of administra tive principles
1771and practices, office procedures and practices, methods of data
1780collection, and effective communication principles and
1786techniques. Additionally, they must have the ability to prepare
1795correspondence and administrative reports, to understand and
1802apply applicable rules and policies, to utilize problem - solving
1812techniques, to plan and coordinate work assignments, to
1820communicate effectively, and to maintain effective working
1827relationships with others.
183016. The position description for the AAI p osition at issue
1841here states as follows:
1845Under general supervision, acts as assistant
1851to the Chief, Bureau of Child Care Food
1859Services by performing many highly complex
1865administrative and technical duties
1869pertaining to all section of the bureau.
1876This po sition works independently in making
1883decisions and obtaining solutions to routine
1889problems, issues and other matters that fall
1896within established office policies and
1901procedures, guidelines, rules and laws
1906relating to personnel, budget, and fiscal
1912activitie s, purchasing, correspondence, and
1917document tracking/control, travel control
1921and coordination, and other administrative
1926duties.
1927Performs administrative activities in regard
1932to everyday operation of the program which
1939do not require action by the Chief.
1946Di stributes overflow clerical work as
1952necessary to assure equitable workloads and
1958completion of projects. Assigns and
1963monitors deadlines to ensure completion of
1969assignments and provides technical
1973assistance as required. Maintains log of
1979all incoming assign ments, routing to
1985appropriate staff with or without review of
1992the Chief, exercising own judgment as
1998necessary. Develops and implements
2002procedures and methods for the orderly
2008processing of paperwork among the various
2014sections for review and approval by the
2021Chief. Serves as the office proofreader on
2028all correspondence requiring the Chief's
2033signature.
2034Serves as the personnel liaison for the
2041Bureau. Prepares and maintains current
2046tables of organization, functional
2050statements, position descriptions,
2053performa nce standards and appraisals,
2058letters of agency staffing, and other
2064administrative documents. Prepares all
2068recruiting, advertising, and selection
2072letters for employment decisions, interview
2077schedules, and requests for payroll action.
2083Reviews, analyzes, a nd provides alternatives
2089to the Chief and management team on:
2096current office practices, section make - up,
2103work flow issues, and staffing needs.
2109Serves as lead support person for ad hoc
2117committees. Revises and prepares new
2122programmatic forms as directed.
2126Attends administrative support meetings to
2131assist with providing appropriate
2135departmental procedures. Performs general
2139service functions such as training for
2145office staff in such areas as correct
2152correspondence preparation, travel voucher
2156preparation, ne w administrative procedures,
2161and other administrative areas requiring in -
2168service training. Performs special
2172assignments, researches potential problems,
2176prepares necessary reports and recommends
2181solutions.
2182Responsible for establishing and overseeing
2187the m aintenance of a central file for Child
2196Care Food Service, following prescribed
2201departmental guidelines. Maintains various
2205policy, regulation, and directive manuals,
2210assuring that these stay current. Instructs
2216others in filing procedures, retention
2221schedu les, and storage of records
2227accordingly. Researches, files, and
2231retrieves information upon request. Routes
2236information to appropriate central files.
2241Receives, checks for accuracy, records, and
2247maintains all leave and attendance forms,
2253supply requisiti ons, travel vouchers, and
2259other requests requiring expenditure of
2264funds to be approved by the Chief. Monitors
2272budget reports in order to assign budget
2279codes to purchase and supply requisitions,
2285travel vouchers, reimbursement vouchers, and
2290Information Reso urce Requests (IRR).
2295Tabulates and tracks biweekly OPS timesheets
2301and records.
2303Keeps Chief's and management team's
2308calendar, makes appointments, exercising own
2313judgment in individual situations. Makes
2318travel arrangements, including
2321transportation and lodging reservations.
2325Prepares travel reimbursement vouchers.
2329Assists with telephone calls and routes to
2336appropriate staff. Answers routine
2340inquiries concerning the bureau and in - house
2348procedures.
2349Supervises the work of the section and
2356provides leade rship, direction, and support.
2362Plans and organizes the work of staff to
2370ensure assignments are completed on time.
2376Reviews and reports on work performed,
2382conducts performance appraisals, and
2386performs other general supervisory duties.
239117. In anticipa tion of reviewing the applications for the
2401new AAI position, Mr. Reeves created a document entitled
"2410Administrative Assistant I Scoring Methodology Initial
2416Applicant Ranking." Mr. Reeves used a similar document obtained
2425from another supervisor as a model and modified it to conform to
2437the duties and responsibilities for the new AAI position.
244618. The initial applicant - ranking document allocated 80
2455percent of the weight to work experience in the following areas:
2466(a) ability to plan and organize meetings; (b) skill in
2476organizing files and records; (c) knowledge of departmental
2484personnel rules and regulations; (d) knowledge of travel
2492procedures such as scheduling and processing; (e) knowledge of
2501correct spelling punctuation and grammar, which received double
2509weight; (f) skill in typing; (g) ability to prioritize, organize
2519and schedule work assignments, which received double weight;
2527(h) ability to work independently, which received double weight;
2536(i) ability to work with others; and (j) ability to identify
2547ne eded training for support staff and preparation of training
2557materials.
255819. The initial applicant - ranking document allocated 20
2567percent of the weight to quality of the application. The
2577applications were to be evaluated in regards to organization,
2586lucidi ty, cover letter, appearance, typographical errors, errors
2594in punctuation and grammar.
259820. Respondent received approximately 90 applications for
2605the new position. It was not practical to interview all of the
2617applicants. Therefore, Mr. Reeves used his scoring methodology
2625to rank the applications, eventually deciding to interview the
2634top six candidates.
263721. Petitioner was one of the applicants. Her application
2646consisted of the five - page state application with no
2656attachments. She received a score of 81 in the initial
2666applicant - ranking process. Mr. Reeves did not grant Petitioner
2676an interview because her score was not among the six highest -
2688ranking candidates.
269022. Faye B. Oaks, a white female, was another of the
2701applicants. Ms. Oaks attached 11 page s of documentation to the
2712five - page state application. The attachments included her
2721resume, several certificates, and letters of
2727commendation/appreciation from her former employer, State
2733Comptroller Gerald Lewis. Ms. Oaks's work experience included,
2741but was not limited to, working as a Clerk Typist III,
2752Secretary III, Executive Secretary, AAI, AAII, and AAIII,
2760Personal Secretary I, and Program Assistant.
276623. Ms. Oaks received a perfect score of 100 in the
2777initial applicant - ranking process. Mr. Reeves granted her an
2787interview.
278824. In anticipation of conducting the interviews,
2795Mr. Reeves developed an interview - ranking document. In addition
2805to the categories of work experience set forth in the initial
2816applicant - ranking document, Mr. Reeves adde d the following
2826categories for consideration during the interviews: (a)
2833strengths; (b) weaknesses; (c) why an applicant believes he or
2843she is the best candidate; (d) whether the applicant is willing
2854to accept minimum salary; and (e) other.
286125. Mr. Reev es interviewed Ms. Oaks on March 26, 1998.
2872She was exceptionally well qualified. After checking her
2880references, Mr. Reeves ultimately selected Ms. Oaks to fill the
2890new position. On March 30, 1998, Mr. Reeves sent Ms. Oaks a
2902letter confirming the offer o f employment, starting at the
2912minimum annual salary of $20,295.
291826. Mr. Reeves filled the AAI position in a fair and just
2930manner. He succeeded in hiring the best qualified applicant for
2940the job when he employed Ms. Oaks.
294727. Ms. Oaks accepted the po sition at the minimum salary.
2958Soon thereafter, Mr. Reeves learned that additional monies were
2967available to fund the position. Therefore, Mr. Reeves gave
2976Ms. Oaks a seven percent increase above the minimum starting
2986salary.
298728. Ms. Oaks started to wor k as an AAI with a pay grade
3001of 15 on April 17, 1998. Her starting salary was $835.23
3012bi - weekly. At that time, Petitioner was making $884.19
3022bi - weekly in her position as a staff assistant with a pay grade
3036of 13.
303829. After hiring Ms. Oaks , Mr. Reeves learned that
3047Petitioner was unhappy because Mr. Reeves had not granted
3056Petitioner an interview. Mr. Reeves and Petitioner discussed
3064Petitioner's concerns. During the discussion, Mr. Reeves
3071attempted to explain the reasons why he did not inte rview
3082Petitioner.
308330. Ms. Oaks served in the AAI position for approximately
3093five months. She decided to quit work for personal reasons.
310331. In the meantime, Mr. Reeves became aware that
3112Petitioner was performing duties outside the class specificatio n
3121for a staff assistant. For example, Petitioner occasionally
3129interpreted program policy and provided program information to
3137contracting agencies. Mr. Reeves correctly determined that
3144professional staff should handle these duties.
315032. In May 1998, Mr. Reeves reorganized the Bureau of
3160Child Food Services for the second time. Mr. Reeves made
3170several changes in the Bureau, one of which was to transfer
3181Petitioner to the audit section of the Child Care Food Program.
3192After learning about the transfer, Peti tioner and her union
3202representative met in June 1998 with her new supervisor, Ken
3212Sasser, Respondent's audit administrator. Subsequently,
3217Petitioner and the union representative met with Mr. Reeves in
3227July 1998. On both occasions Petitioner complained th at
3236Respondent had demoted her because Respondent had removed
3244Petitioner's technical assistance duties and replaced them with
3252the job responsibilities of an administrative secretary.
325933. On or about July 27, 1998, Respondent updated
3268Petitioner's staff as sistant job description for the second
3277time. Mr. Sasser prepared the job description, which states as
3287follows in relevant part:
3291The employee in this position performs
3297administrative support work for the Audit
3303Section of the Bureau of Child Care
3310Nutritio n Services. The work requires a
3317high degree of initiative, independence,
3322judgement, accuracy and understanding of
3327office administration. The incumbent
3331complies with and monitors compliance (when
3337applicable) of the mandatory requirements in
3343Section 215.42 2, Florida Statutes, and
3349Chapter 3A - 24, Florida Administrative Code.
3356The incumbent is responsible for the
3362following tasks:
3364Compiles and analyzes the following data for
3371administrative decisions:
3373· · Assists the Audit Administrator with the
3381preparation of t he annual audit schedule.
3388· · Maintains the Audit Log Book.
3395· · Prepares a monthly status report of the
3404numbers of audits completed and the numbers
3411of audit reports issued for the Audit
3418Administrator and the Bureau Chief.
3423· · Maintains the Continuing Professi onal
3430Education (CPE) documentation of all audit
3436staff and ensures that the Government
3442Auditing Standards CPE requirements are met.
3448· · Maintains a permanent file of all final
3457audit reports issued by the Section.
3463· · Maintains a file of all audit working
3472pape rs for all audits issued, ensures that
3480the record retention requirements are met,
3486and ensures that the old audit working
3493papers are destroyed according to the
3499Department of Health and the Department of
3506State requirements.
3508· · Maintains a file of the summary of audit
3518closure memorandums and ensures that the
3524closure memorandum for each audit is
3530attached to the permanently maintained copy
3536of each final audit.
3540· · Maintains a file of all USDA memorandums
3549and other related correspondence and informs
3555the Audit Admi nistrator of any issues that
3563may affect the standard audit procedures or
3570the requirement for audits.
3574· · Coordinates the collection and
3580presentation of data as related to Single
3587Audit Act requirements.
3590Reviews, analyzes and prepares drafts of
3596memoranda and correspondence including the
3601draft and final audit reports.
3606Interprets established Department policy and
3611provides information for the resolution of
3617problems related to the various
3622administrative reports and documents used by
3628the Section including travel authorization,
3633travel vouchers, personnel reports, leave
3638reports, purchase requisitions, purchase
3642orders, receiving reports, monthly invoice
3647transmittals, travel checks, payroll checks,
3652etc., as appropriate.
3655Acts as the Section's day - to - day liaison to
3666the Bureau Chief's Administrative Assistant
3671I and with other departmental offices as
3678necessary. Investigates, researches and
3682resolves problems associated with the
3687section's administrative operations.
3690Coordinates the work of OPS positions
3696including the prepa ration and distribution
3702of the audit working papers to the
3709appropriate audit staff on a timely basis,
3716copying necessary files for the audit staff,
3723and filing of audit section documents.
3729Performs other related duties as assigned.
373534. Respondent elimi nated some of Petitioner's
3742responsibilities when her position description was updated the
3750second time. For example, Respondent eliminated Petitioner's
3757technical assistance duties. The new AAI position description
3765indicates that Ms. Oaks was responsible f or providing technical
3775assistance as required.
377835. Some of Petitioner's duties changed only because
3786Petitioner's new supervisor was the audit administrator and
3794Petitioner's work necessarily involved work performed in the
3802audit section. These duties inc lude, but are not limited to,
3813preparing reports related to audits, collecting data, preparing
3821drafts of memoranda and correspondence, and interpreting policy
3829related to administrative reports such as travel vouchers,
3837personnel reports, and purchase orders.
384236. Respondent also assigned Petitioner some new duties
3850relating to specific work in the audit section. The new duties
3861include, but are not limited to, maintaining certain audit
3870files, documenting the audit staff's CPR, acting as liaison to
3880the new AA I, and coordinating work of OPS employees.
389037. Petitioner's updated position description contains
3896few, if any, duties that are usually performed by an
3906administrative secretary (pay grade 12). An administrative
3913secretary in the audit section is primaril y responsible for
3923typing, processing, and distributing compliance audit reports.
3930An administrative secretary also performs the following duties:
3938(a) originates printing requests; (b) acts as the office
3947receptionist and answers the telephone when needed;
3954(c) processes and distributes administrative reports such as
3962travel vouchers, personnel reports, and purchase orders;
3969(d) acts as liaison to sections responsible for travel,
3978purchasing, accounts payable, and personnel; (e) opens and
3986distribu tes mail; and (f) assists with preparation of budget
3996reports.
399738. Under the new position description, some of
4005Petitioner's duties overlapped with the duties of the new AAI (a
4016white female) and an Assistant Secretary position. However,
4024each of these pos itions contains duties and responsibilities
4033which are unique depending on the specific work to be performed.
404439. Petitioner was not demoted in July 1998. She did not
4055experience a loss in pay, a change in pay grade, a change in
4068class title, a change in position number, or a change in work
4080location. Instead, the change in Petitioner's position
4087description appropriately reflected her specific duties and
4094responsibilities under the new organization of the Bureau of
4103Child Care Food Services and specifically under the supervision
4112of her new supervisor. The updated position description
4120contains duties and responsibilities that are consistent with
4128the types of duties usually performed by staff assistants.
413740. Upon the departure of Ms. Oaks, Mr. Reeves sought to
4148advertise the position again. Respondent issued a new job
4157announcement with a closing date of September 19, 1998.
416641. Respondent received approximately 60 applications for
4173the AAI position. The applicants included the following:
4181(a) Teresa Ann H all, a white female, who submitted a three - page
4195resume in addition to the standard state application;
4203(b) Petitioner, who submitted the standard state application
4211with a two - page resume; and (c) Sarah Crooms, an African -
4224American female, who was one of Petitioner's co - workers.
423442. Ms. Hall began working for the state in 1993 as an OPS
4247administrative secretary. Since that time, she has worked as a
4257senior clerk, an OPS clerk typist, a senior word processing
4267systems operator, and an administrative s ecretary.
427443. To rank the applications for the second time,
4283Mr. Reeves used the initial applicant - ranking document that he
4294had utilized previously with the addition of personal computer
4303skills as a category. Under the established scoring
4311methodol ogy, Ms. Hall's application received a total score
4320of 92. Petitioner's application received a total score of 76.
433044. Petitioner's score of 76 included a score of 13 on the
4342category labeled "Quality of Application/R é sum é ." As to
4353Petitioner's applic ation, she misspelled the word "grammar" and
4362provided inconsistent dates of employment. As to her r é sum é ,
4374Petitioner misspelled "Tallahassee" one time, "compiles" two
4381times, and "inquiries" one time. Petitioner used inconsistent
4389and inappropriate verb te nses on her r é sum é .
440145. Petitioner's score of 76 was above average in the
4411applicant pool. However, it was not sufficiently high to rank
4421in the top five of the group, which Mr. Reeves intended to
4433interview. The same was true of Ms. Crooms' application. Even
4443so, in an effort to maintain office morale, Mr. Reeves granted
4454courtesy interviews to Petitioner and Ms. Crooms.
446146. Mr. Reeves used a slightly modified interview - ranking
4471document. He added a category for personal computer skills and
4481a question as to an applicant's leave balances to this document.
449247. Mr. Reeves interviewed Petitioner on October 26, 1998.
4501She received an interview score of 103. On Petitioner's
4510interview ranking document, Mr. Reeves stated "SEE RESUME" in
4519regards to the categ ory for "knowledge of correct spelling,
4529punctuation, grammar, and proofreading."
453348. Mr. Reeves interviewed Ms. Hall on October 10, 1998.
4543Mr. Reeves gave Ms. Hall an interview score of 122.
455349. After the interviews, Ms. Hall was the leading
4562candidat e. Mr. Reeves checked Ms. Hall's references and offered
4572her the job with a ten percent increase to her salary, which is
4585customary for promotions.
458850. When Ms. Hall began working as an AAI on November 20,
46001998, her starting salary was $900.61 bi - weekly. At that time,
4612Petitioner's salary was $922.65 bi - weekly.
461951. Ms. Hall received an additional promotion in
4627December 2000. Another of Respondent's bureau chiefs hired her
4636as an AAII.
463952. Mr. Reeves sincerely believed that he hired the most
4649qualif ied applicant after reviewing the applications and
4657conducting the second interviews. Although portions of the
4665application and interview process were unavoidably subjective,
4672Mr. Reeves relied heavily on objective factors such as "Quality
4682of Application/Res ume." This was an important category to
4691Mr. Reeves because the new AAI would serve as the Bureau's
4702proofreader and prepare documents for Mr. Reeves' signature.
471053. There is no persuasive evidence that Petitioner was
4719better qualified than Ms. Hall. Additionally, there is no
4728evidence that Mr. Reeves based any hiring decision on the race
4739of the applicants.
474254. Petitioner worked under Mr. Reeves' direct or indirect
4751supervision in the Child Care Food Program until Respondent
4760transferred the program's audit section to Respondent's Office
4768of the Inspector General in 2000. At the time of the hearing,
4780Petitioner was still working for Respondent as a staff assistant
4790in select exempt service.
4794CONCLUSIONS OF LAW
479755. The Division of Administrative Hearings has
4804jurisdiction over the parties and the subject matter of this
4814proceeding. Sections 120.569, 120.57(1), and 760.11(4), Florida
4821Statutes.
482256. Section 760.10(1), Florida Statutes, makes it unlawful
4830for an employer to refuse to hire or promote any pers on because
4843of such person's race. Section 760.10(7), Florida Statutes,
4851makes it unlawful for an employer to retaliate against employees
4861for opposing any practice which is an unlawful employment
4870practice. Petitioner asserts that Respondent violated both o f
4879these statutes.
488157. The legislative scheme contained in the Florida Civil
4890Rights Act of 1992, as amended, Chapter 760, Part I, Florida
4901Statutes, incorporates and adopts the legal principles and
4909precedents established in the federal anti - discrimination laws
4918under Title VII of the Civil Rights Act of 1964, as amended, 42
4931U.S.C. Section 2000e, et seq . FCHR and the Florida courts have
4943determined that federal discrimination law provides guidance for
4951construing the Florida Civil Rights Act of 1992, as amend ed.
4962Florida Department of Community Affairs v. Bryant , 586 So. 2d
49721205, 1209 (Fla. 1st DCA 1991).
497858. The Supreme Court established and later clarified the
4987burden of proof in discrimination cases in McDonnell Douglas
4996Corp. v. Green , 411 U.S. 792 (1973) , Texas Department of
5006Community Affairs v. Burdine , 450 U.S. 248 (1981), and
5015St. Mary's Honor Center v. Hicks , 509 U.S. 502 (1993). Under
5026McDonnell Douglas , Petitioner has the initial burden of proving
5035a prima facie case of racial discrimination. Bryant , 586 So. 2d
5046at 1209.
504859. In the instant case, Petitioner's prima facie case of
5058racial discrimination consist of proving the following: (a) she
5067belongs to a racial minority; (b) she applied and was qualified
5078for the AAI positions; (c) Respondent rejected Petitioner on
5087both occasions despite her qualifications; and (d) Respondent
5095hired a person outside the protected class, with equal or lessor
5106qualifications. Petitioner met this burden in regards to her
5115applications for the AAI positions.
512060. A fter a complainant satisfies the initial burden, the
5130employer
5131. . . need only articulate -- it need not
5141prove -- the existence of a legitimate,
5148nondiscriminatory reason for its action.
5153The plaintiff then retains the burden of
5160persuading the court that the of fered reason
5168is a pretext and that a discriminatory
5175reason more likely motivated the employer in
5182its actions.
5184Texas Department of Community Affairs v. Bryant , 586 So. 2d at
51951209.
519661. The petitioner always retains the ultimate burden of
5205persuasion. T exas Department of Community Affairs v. Burdine ,
5214450 U.S. at 254 - 256.
522062. In this case, Respondent provided persuasive evidence
5228that Mr. Reeves hired Ms. Oaks and Ms. Hall because he believed
5240they were the best qualified candidates. Evidence in the rec ord
5251supports Mr. Reeves' decisions. Moreover, it is clear that
5260Mr. Reeves questioned Petitioner's ability to act as the
5269proofreader for the bureau based on the number of spelling
5279mistakes, typographical errors, and/or grammatical errors in her
5287applicat ion and resume.
529163. On the other hand, Petitioner has not presented
5300persuasive evidence that Respondent's reasons for hiring
5307Ms. Oaks and Ms. Hall were a pretext to mask race
5318discrimination. Petitioner has not met her ultimate burden of
5327persuasion of racial discrimination based on Respondent's
5334failure to promote her to the AAI positions.
534264. Petitioner alleges that Respondent committed racial
5349discrimination and/or engaged in retaliatory conduct by demoting
5357her or by assigning her to a position w ith less responsibility.
5369Petitioner did not meet her prima facie burden of proving
5379discriminatory or retaliatory demotion/assignment.
538365. In order to make a prima facie case of discriminatory
5394demotion/assignment, Petitioner must prove the following: ( a)
5402she is a member of a racial minority; (b) she was qualified for
5415the position she held; (c) she suffered an adverse employment
5425action such as demotion and/or assignment to a position of less
5436responsibility; and (d) she was replaced by someone of
5445comparab le qualifications not a member of her protected class.
5455See Sturniolo v. Sheaffer, Eaton, Inc. , 15 F.3d 1023, 1025 (11th
5466Cir. 1994); Underwood v. Northport Health Services , 57 F. Supp.
54762d 1289, 1300 (M.D. Ala. 1999).
548266. In order to make out a prima facie case of
5493retaliation, Petitioner must show the following: (a) she engaged
5502in a statutorily protected activity; (b) she suffered an adverse
5512employment action such as demotion and/or assignment to a
5521position with less responsibility; and (c) the
5528demotion/rea ssignment was causally related to the protected
5536activity. See Harper v. Blockbuster Entertainment Corp. , 139
5544F.3d 1385, 1388 (11th Cir. 1998).
555067. Rule 60K - 14.001, Florida Administrative Code, contains
5559the following definitions:
5562(15) Demotion -- Movin g an employee from a
5571position in one class to a different
5578position in another class having a lesser
5585degree of responsibility and a lower pay
5592grade.
559368. Section 110.203, Florida Statutes, contains the
5600following definitions:
5602(19) "Demotion" means the ch anging of the
5610classification of an employee to a class
5617having a lower maximum salary; or the
5624changing of the classification of an
5630employee to a class having the same or a
5639higher maximum salary but a lower level of
5647responsibility as determined by the
5652Depart ment of Management Services.
565769. Respondent did not demote Petitioner because there was
5666no change in her class title or pay grade. Petitioner was and
5678continues to be a staff assistant with a pay grade of 13. The
5691duties she performs are consistent wit h the work performed
5701routinely by staff assistants.
570570. The question remains whether Petitioner suffered an
5713adverse employment act when Respondent transferred Petitioner to
5721the audit section and updated her position description. Record
5730evidence indicat es that Petitioner's new position description
5738did not result in an assignment with less responsibility.
574771. When Respondent updated Petitioner's position
5753description in July 1998, Respondent did not change Petitioner's
5762class title, pay grade, or positio n number. It is true that
5774some of Petitioner's former duties were assigned to a white
5784female in another class (AAI) with a higher pay grade. However,
5795the new AAI position contains many duties with a degree of
5806responsibility much higher than the duties ev er performed by
5816Petitioner.
581772. Some of the duties remained unchanged when Respondent
5826updated Petitioner's position description. Other staff
5832assistant duties, specifically tailored to work in the audit
5841section, were added to Petitioner's position descr iption. Few,
5850if any, of the new duties are similar to the duties of employees
5863in a different class (Administrative Secretary) with a lower pay
5873grade. Under the new position description, Petitioner continues
5881to perform the work of a staff assistant, modif ied only to
5893reflect the specific work to be performed under the bureau's
5903reorganization plan. Petitioner's duties changed somewhat but
5910they did not involve less responsibility.
591673. To the extent that Petitioner proved her prima facie
5926case of discrimina tory or retaliatory assignment to a position
5936with less responsibility, Respondent presented a legitimate
5943nondiscriminatory reasons for updating Petitioner's position
5949description. First, Respondent presented evidence that
5955Petitioner had been performing som e duties that should have been
5966performed by professional staff. Second, Respondent presented
5973evidence that from the bureau's inception, Mr. Reeves intended
5982to reorganize the bureau to make it more efficient. Third,
5992Respondent presented evidence that it u pdated Petitioner's
6000position description to reflect the specific duties of a Staff
6010Assistant in the audit section under the second reorganization
6019plan.
602074. On the other hand, Petitioner presented no persuasive
6029evidence that Respondent's reasons for tran sferring her to the
6039audit section and updating her position description were a mere
6049pretext for a discriminatory or retaliatory action. The greater
6058weight of the evidence indicates that Respondent did not
6067discriminate against Petitioner based on her race or retaliate
6076against her due to her complaints to Mr. Reeves.
6085RECOMMENDATION
6086Based on the foregoing Findings of Fact and Conclusions of
6096Law, it is RECOMMENDED:
6100That Respondent enter a final order dismissing the Petition
6109for Relief.
6111DONE AND ENTERED thi s 15th day of March, 2002, in
6122Tallahassee, Leon County, Florida.
6126___________________________________
6127SUZANNE F. HOOD
6130Administrative Law Judge
6133Division of Administrative Hearings
6137The DeSoto Building
61401230 Apalachee Parkway
6143Tallahassee, Florida 32399 - 3060
6148(8 50) 488 - 9675 SUNCOM 278 - 9675
6157Fax Filing (850) 921 - 6847
6163www.doah.state.fl.us
6164Filed with the Clerk of the
6170Division of Administrative Hearings
6174this 15th day of March, 2002.
6180COPIES FURNISHED :
6183Denise Crawford, Agency Clerk
6187Florida Commission on Human Rela tions
6193325 John Knox Road
6197Building F, Suite 240
6201Tallahassee, Florida 32303 - 4149
6206Stephen W. Foxwell, Esquire
6210Department of Health
62134052 Bald Cypress Way
6217Bin A02
6219Tallahassee, Florida 32399 - 1703
6224Lula D. Hannah
62274611 Givins Lane
6230Tallahassee, Florida 32303
6233C ecil Howard, General Counsel
6238Florida Commission on Human Relations
6243325 John Knox Road
6247Building F, Suite 240
6251Tallahassee, Florida 32303 - 4149
6256NOTICE OF RIGHT TO SUBMIT EXCEPTIONS
6262All parties have the right to submit written exceptions within
627215 days from the date of this Recommended Order. Any exceptions
6283to this Recommended Order should be filed with the agency that
6294will issue the final order in this case.
- Date
- Proceedings
- PDF:
- Date: 08/19/2002
- Proceedings: Final Order Dismissing Petition for Relief From an Unlawful Employment Practice filed.
- Date: 04/01/2002
- Proceedings: Letter to D. Crawford from L. Hannah regarding approving the request for 15 day extension for submitting exceptions to the recommended order (filed via facsimile).
- PDF:
- Date: 03/15/2002
- Proceedings: Recommended Order issued (hearing held February 4, 2002) CASE CLOSED.
- PDF:
- Date: 03/15/2002
- Proceedings: Recommended Order cover letter identifying hearing record referred to the Agency sent out.
- Date: 02/04/2002
- Proceedings: CASE STATUS: Hearing Held; see case file for applicable time frames.
- PDF:
- Date: 01/29/2002
- Proceedings: Petitioner`s Response to Respondent`s Position on Exhibits filed.
- PDF:
- Date: 01/25/2002
- Proceedings: Letter to L. Hannah from S. Foxwell regarding filing of documents (filed via facsimile).
- PDF:
- Date: 01/22/2002
- Proceedings: Response to Order of Pre-Hearing Instructions (filed by Respondent via facsimile).
Case Information
- Judge:
- SUZANNE F. HOOD
- Date Filed:
- 11/15/2001
- Date Assignment:
- 11/19/2001
- Last Docket Entry:
- 09/17/2002
- Location:
- Tallahassee, Florida
- District:
- Northern
- Agency:
- ADOPTED IN TOTO
Counsels
-
Stephen W Foxwell, Esquire
Address of Record -
Lula D Hannah
Address of Record