01-004447 Lula D. Hannah vs. Department Of Health
 Status: Closed
Recommended Order on Friday, March 15, 2002.


View Dockets  
Summary: Petitioner did not prove racial discrimination based on a failure to promote or based on demotion.

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.

Select the PDF icon to view the document.
PDF
Date
Proceedings
PDF:
Date: 09/17/2002
Proceedings: Notice of Appeal (filed by Petitioner).
PDF:
Date: 08/19/2002
Proceedings: Final Order Dismissing Petition for Relief From an Unlawful Employment Practice filed.
PDF:
Date: 08/16/2002
Proceedings: Agency Final Order
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
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.
PDF:
Date: 02/25/2002
Proceedings: Petitioner`s Proposed Recommended Order filed.
PDF:
Date: 02/15/2002
Proceedings: Proposed Recommended Order filed by Respondent.
Date: 02/04/2002
Proceedings: CASE STATUS: Hearing Held; see case file for applicable time frames.
PDF:
Date: 01/29/2002
Proceedings: Order issued (Respondent`s Motion to Strike is granted).
PDF:
Date: 01/29/2002
Proceedings: Petitioner`s Response to Respondent`s Position on Exhibits filed.
PDF:
Date: 01/29/2002
Proceedings: Motion in Limine filed by Petitioner.
PDF:
Date: 01/28/2002
Proceedings: Response to Pre-Hearing Instructions filed by Petitioner.
PDF:
Date: 01/28/2002
Proceedings: Motion to Not Strike filed by Petitioner.
PDF:
Date: 01/25/2002
Proceedings: Letter to L. Hannah from S. Foxwell regarding filing of documents (filed via facsimile).
PDF:
Date: 01/23/2002
Proceedings: Motion to Strike filed by Respondent.
PDF:
Date: 01/23/2002
Proceedings: Respondent`s Position on Petitioner`s Exhibits filed.
PDF:
Date: 01/22/2002
Proceedings: Response to Order of Pre-Hearing Instructions (filed by Respondent via facsimile).
PDF:
Date: 01/10/2002
Proceedings: Order issued (Respondent`s Motion in Limine is granted).
PDF:
Date: 12/27/2001
Proceedings: Motion in Limine filed by Respondent
PDF:
Date: 11/28/2001
Proceedings: Order of Pre-hearing Instructions issued.
PDF:
Date: 11/28/2001
Proceedings: Notice of Hearing issued (hearing set for February 4, 2002; 10:00 a.m.; Tallahassee, FL).
PDF:
Date: 11/27/2001
Proceedings: Answer to Petition (filed by Respondent via facsimile).
PDF:
Date: 11/26/2001
Proceedings: Joint Response to Initial Order (filed via facsimile).
PDF:
Date: 11/19/2001
Proceedings: Initial Order issued.
PDF:
Date: 11/15/2001
Proceedings: Charge of Discrimination filed.
PDF:
Date: 11/15/2001
Proceedings: Determination: No Cause filed.
PDF:
Date: 11/15/2001
Proceedings: Notice of Determination: No Cause filed.
PDF:
Date: 11/15/2001
Proceedings: Petition for Relief filed.
PDF:
Date: 11/15/2001
Proceedings: Transmittal of Petition filed by the Agency.

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

Related Florida Statute(s) (6):