10-002338TTS Ronald Mixon vs. Escambia County School Board
 Status: Closed
Recommended Order on Friday, January 28, 2011.


View Dockets  
Summary: Evidence did not show that Petitioner intentionally submitted false travel voucher, but did not know how to submit request and relied on others to correct. Failed to perform duties not warranted. Progressive discipline imposed.

1STATE OF FLORIDA

4DIVISION OF ADMINISTRATIVE HEARINGS

8RONALD MIXON , )

11)

12Petitioner , )

14)

15vs. ) Case No. 10 - 2338

22)

23ESCAMBIA COUNTY SCHOOL BOARD , )

28)

29Respondent . )

32)

33RECOMMENDED ORDER

35Pursuant to Notice, a final hear ing in this matter was held

47before the Division of Admini strative Hearings by Administrative

56Law Judge Diane Cleavinger, on October 14 , 2010, in Pensacola ,

66Florida.

67APPEARANCES

68For Pet itioner: H. B. Stivers, Esquire

75Levine & Stivers

78245 East Virginia Street

82Tallahassee, Florida 32301

85For Respondent: Joseph L. Hammons, Esquire

91The Hammons Law Firm, P.A.

9617 West Cervantes

99Pensacola, Florida 32501

102STATEMENT OF THE ISSUE

106The issu e in this proceeding is whether just cause exists

117to discipline or terminate PetitionerÓs employment with

124Respondent based on misconduct.

128PRELIMINARY STATEMENT

130By letter dated October 16, 2009, Malcolm Thomas,

138Supe rintendent of Escambia County School s, notified Petitioner,

147Ronald Mixon , that he had recommended to the Escambia County

157School Board that PetitionerÓs employment with the Board be

166terminated. The School Board approved the SuperintendentÓs

173recommendation terminating PetitionerÓs employment effective

178October 21, 2010. Thereafter, the Petitioner requested a formal

187hearing with the School Board. The matter was referred to the

198Division of Administrative Hearings to conduct a formal hearing.

207At the hearing , Petitioner testified in his own behalf and

217offered seven exhibits into evidence . Respondent presented the

226testimony of three witnesses and offered nine exhibits into

235evidence . Add itionally, the parties offered two joint exhibits

245into evidence.

247After t he he aring, Petitioner submitted a Proposed

256Recommended Order on November 24, 2010. Likewise, Respondent

264submitted a Proposed Recommended Order on the same date.

273FINDINGS OF FACT

2761. Respondent, Escambia County School Board, is

283responsible for grades K - 12 public education in Escambia County,

294Florida. Many of the sch ools in Escambia County include

304cafeterias where food services are provided to students. In the

314schools that provide such services , cash is often received on a

325daily basis from students for th e meals they purchase in the

337cafeteria.

3382. Petitioner, Ronald Mixon , was employed to work i n food

349service by Respondent in 2000. He was first employed as a

360substitute employee. Eventually, he wa s employed on a full - time

372basis under the Collective Bargai ning Agreement (CBA) between

381the School District of Escambia County and The Union of Escambia

392Education Staff Professionals as a Food Service Assistant II in

402the cafeteria at Ferry Pass Middle School.

4093. As a Food service Assistant II, Petitioner was "t he

420lead worker" r esponsible for the preparation and serving of food

431in the cafeteria, as well as , assistance in inventory,

440sanitization of the kitchen , and cash control . Additionally,

449Petitioner might be responsible for managerial or supervisory

457duties as assigned by his supervisor .

4644. During the 2008 - 2009 school year, Petitioner was

474supervised by the Food Service Manager , Virginia Mattox . Prior

484to Ms. Mattox, Petitioner was supervised by Lisa Anderson.

4935 . When Lisa Anderson was the Food Service Man ager,

504Petitioner was not assigned the responsibility for bank deposits

513of cafeteria funds. However, during the 2008 - 2009 school year,

524Petitioner was required by his supervisor to make bank deposits

534for the cash that was collected in the cafeteria at Ferry Pass.

546The evidence did not demonstrate that Petitioner was given any

556instructions regarding when to make these deposits when he was

566first assigned this duty.

5706 . A cco rding to School District Policy , all funds received

582by a cafeteria were required to be d eposited in a bank on a

596daily basis. Such deposits are reflected in a deposit ledger

606generated by the bank. The ledger shows the date, time , and

617location of each deposit. Initially, P etitioner was not aware

627of the District's policy regarding deposit s .

6357 . During the 2008 - 2009 school year, Diane Boland, a

647financial officer with the School District responsible for

655accounting of cafeteria funds, noticed in her review of the

665bankÓs ledger that bank deposits of cafeteria funds from Ferry

675Pass were not being m ade on a daily basis. To addres s the

689situation, Ms. Boland contacted Ms. Mattox and told her that

699deposits were not being made on a daily bas is from Ferry Pass.

712She also advised her that not making daily deposits violated

722District policy. However, the p ractice of not making daily bank

733deposits continued and Ms. Boland contacted Ms. Mattox several

742more times in an e ffort to resolve the problem .

7538 . Sometime around the first part of January, Ms. Mattox ,

764who has poor communication skills, spoke with Petiti oner about

774making bank deposits. Although somewhat confusing, t he evidence

783did not demonstrate that Petitioner was told such deposits were

793required since Ms. Mattox, also, told Petitioner that if he

803could not get by the bank to make the deposit each day, he

816should leave the funds in the safe located in the cafeteria

827office. Additionally , Ms. Mattox gave Petitioner a key to the

837night deposit box at the bank so that he could make the deposit

850aft er banking hours . Unfortunately , there was some difficulty

860wit h the night deposit key , which was resolved by Petitioner

871when he obtained a new key from the bank. Clearly Petitioner,

882even to the present, does not understand the District's policy

892regarding depos it of school funds since he state s that the

904deposits shou ld be made daily, but also state s that he could

917leave them in the safe overnight. He clearly talks about the

928deposits without understanding and seems to use the term "daily

938deposit" like a name, as opposed to meaning he deposited the

949funds daily or that t hese funds s hould be deposited every day .

9639. In late January 2009, sometime after the conversation

972with Ms. Mattox, Petitioner gave Ms. Mattox a handwritten travel

982reimbursement request for the period covering August 18, 2008

991(the beginning of school) thr ough January 23, 2009. School

1001District policy authorizes employees to be reimbursed for

1009mileage when they travel in personal vehicles for School

1018District purposes as part of their job.

102510. Petitioner , who has limited skills and limited

1033communication sk ills , had never filled out a travel

1042reimbursement form before and had never been instructed in how

1052to fill one out. The travel form reflected deposits being made

1063on a daily basis. However, Petitioner did not fill in the

1074number of miles he traveled becaus e he did not know that

1086information. Petitioner assumed someone would let him know if

1095the handwritten form was wrong and would correct any errors or

1106omissions he had made on the form . Unfortunately , inste ad of

1118discussing or helping Petitioner with the tra vel form,

1127Ms. Mattox gave Petitioner some sort of dramatic look and shook

1138her head. She assumed and expected Petitioner to interpret her

1148vague look and gesture as indicating she knew Petitioner's

1157travel form was false. Petitioner left the travel form wit h

1168Ms. Mattox who did not do anything with it and never

1179communicated anything to Petitioner regarding the form. Later ,

1187in a memo dated August 31, 2009, Ms. Mattox claim ed that she did

1201not sign the travel form because it contained trips made by

1212Petitioner o n his own that w ere not authorized by her.

1224Ms. Mattox did not indicate that she thought Petitioner's travel

1234voucher was falsified. The memo forwarded the handwritten

1242travel form to another administrator.

124711. In late April 2009, Ms. Mattox showed Petitio ner an

1258email from Ms. Boland and spoke with him about making cafeteria

1269deposits on a daily basis. She also told him he could use the

1282safe if he could not make the deposits.

129012 . However, Ms. Boland continued to notice that cafeteria

1300deposits from Ferry Pa ss were not being made on a daily basis.

1313Therefore, on May 15, 2009, Ms. Boland contacted Mary Gilliard ,

1323the Food Service Area Manager , and Ms. MattoxÓs supervisor .

1333Ms. Boland advised Ms. Gilliard that daily deposits of Ferry

1343Pass cafeteria funds had not been made since the beginning of

1354the school year in August 2008, and that she had been in contact

1367with Ms. Mattox multiple times over the issue without results .

1378Ms. Gilliard then contacted Ms. Mattox and instructed her to

1388make the deposits herself or hav e her assistant, Juanita Forest,

1399make the deposits. In a later memo on the subjec t, Ms. Mattox

1412made it sound as if she had just learned of the deposit problem

1425on May 15. Nevertheless , a round May 15, 2009 , just before the

1437end of the school year, the task of making daily dep osits was

1450removed from Petitioner . However, this date is uncertain and

1460Pet i tioner's deposit duties may have ended at a later date since

1473the deposits continued not being made on a daily basis.

148313 . Sometime in early June 2009 , Petitioner asked

1492Ms. Mattox about the earlier travel form and was told that she

1504did not have it and to prepare another travel reimbursement

1514form. In fact, Ms. Mattox was untruthful and did have the

1525earlier travel form. On June 17, 2009, Petitioner again

1534prepared a handwritten request for travel reimbursement that

1542requested reimbursement for a period running from the first day

1552of school on August 18, 2008 , through the end of the school

1564year. Petitioner prepared the form by looking at a calendar to

1575determine the day s that school was in session. He was claiming

1587reimbursement for making deposits at the bank virtually every

1596day school was in session. Again, this form did not have the

1608miles travelled filled in and Petit i oner thought that any errors

1620or omissions would b e corrected by others .

162914 . Petitioner called Ms. Mattox to find out when she

1640could review and sign the form. Ms. Mattox was not at the

1652school or her office and did not want to drive to the school to

1666look at and sign the t ravel form. She told Petitione r to have

1680the form approved by the Ferry Pass principal. Petitioner then

1690took the form to the school office where the school secretary,

1701Patricia Griffy, offered to type the travel reimbursement form

1710for Petitioner because the h andwritten form was messy.

1719Ms. Griffy typed the reimbursement request form from the

1728handwritten version provided by Petitioner . It was signed by

1738Petitioner w ith the certification that it was true and just in

1750all respects. Petitioner signed the form because he was told

1760to. He cont inued to believe others would correct any errors or

1772omissions in the travel form. The form was also signed by the

1784Ferry Pass school pr incipal. Once signed, Petitioner took the

1794reimbursement request form to the District office and de livered

1804it to Diane Bo land .

181015 . Ms. Boland compared all the claimed trips to the bank

1822with the bankÓs deposit records. According to Ms. BolandÓs

1831reconciliation, there were 117 trips that bank deposit records

1840confirmed; however, Petitioner wa s claiming 183 trips.

1848Petitioner Ó s claimed trips for which he was requesting

1858reimbursement expenses, exceeded the bank record of deposits by

186766 trips , totaling $117.48 in reimbursement requests not

1875supporte d by bank deposits. She did not authorize reimbursement

1885for trips made prior to th e last three mo nths of the s chool year

1901based on District policy that limited reimbursement to a period

1911of 90 days prior to the submission of the travel request. She

1923did authori ze reimbursement for the final three months of the

1934school year , paying Petition er for travel to the bank, to the

1946extent there were bank deposits to confirm the travel, through

1956May 29 , 2009, the last day of school.

196416 . As a result of Ms. BolandÓs audit and the rev iew by

1978her supervisor, Petitioner was reimbursed for 184 miles, which

1987resulted in a check for $81.88. He was not overpaid for his

1999reimbursements. The difference in what was contained in the

2008claim form and what was actually paid by R espondent was $58.74.

2020Petitioner did not question the amount paid; he was relying on

2031the D istrict to pay him what was due. At heari ng, he admitted

2045that his request for reimbursement for trips to the bank that he

2057did not make was wrong and that he should be disciplined,

2068however, he did not believe that termination was appropriate

2077since it was n ot his intention to falsify his travel form .

209017 . Petitioner received a letter dated October 16, 2009 ,

2100from the Superintendant of Schools . This letter was the

2110beginning of the disciplinary process under the CBA. The

2119October letter advised Petitioner th at he was being recommended

2129for termination based on the submission of Ðfalse and untrue

2139travel claims for mileage reimbursement in connection with

2147depositing food service funds collected at Ferry Pass Mi ddle

2157School.Ñ The misconduct was more specifically identified as

2165(1) You claimed mileage re imbursement for

2172trips to the ban k to make deposits when you

2182did not make deposits on the dates claimed.

219018 . The letter also assert ed that Petitioner Ðdemonstrated

2200poor and unsatisfactory work performance.Ñ This conduct is then

2209described as follows:

2212(1) You have not performed assigned tasks

2219in a timely manner.

2223(2) You have previously been counseled for

2230leaving your work site without authorization

2236prior to scheduled departure time and not

2243completing assigned dut ies.

2247Other than the facts regarding the bank deposits and prior

2257counseling, no additional performance issues were alleged in the

2266October letter.

226819 . Petitioner did not have any prior letters of reprimand

2279or suspen sions with or without pay. However, i n A ugust of 2008,

2293there was one incidence of Petitioner leaving the work site

2303without authorization prior to the authorized departure time,

2311not completing his assigned duties and leaving the work si te in

2323a substandard condition. On August 22, 2008, Petitione r

2332received a disciplinary action consideration notice and was

2340formally counseled for the August 2008 incident, a long with all

2351of the employ ees at the Ferry Pass cafeteria who had left early

2364that day. Later, Petitioner received improvement strategies for

2372t he 2008 - 2009 school year. Petitioner satisfactorily met and

2383completed the improvement strategies. Except for informal

2390counseling, t his is the least amount of discipline that

2400Respondent imposes on its employees .

240620 . In her testimony, Ms. Mattox referen ced a n August 2009

" 2419baking incident" to show that Mr. Mattox did not perform his

2430job when he fail ed to comply with menu components on the first

2443day of school due to a shortage of a certain baking ingredient s

2456to bake enough products to meet the requirements for that day's

2467menu. However, the evidence demonstrated that, at that point in

2477the school year, the lack of product was the responsibility of

2488Ms. Mattox and not Petitioner. Petitioner was never disciplined

2497for the incident and would not have been subjec t to discipline

2509for the incident.

25122 1 . Moreover, Ms. Mattox completed PetitionerÓs annual

2521performance evaluation. Even though Ms. Mattox testified the

2529Petitioner was not consistently meeting performance standards,

2536the most recent evaluation for school yea r 2008 - 2009 completed

2548by Ms. Matt ox indicated that Petitioner met position duty

2558requirements and states, "Ron i s much improved in performance. .

2569. . " The better evidence regarding PetitionerÓs past

2577performance is the most recent employee evaluation of

2585Pet itioner . On the other hand, after this evaluation ,

2595Petitioner was instructed to deposit cafeteria funds on a daily

2605basis. He did not consistently perform this duty; h e also

2616submitted an inaccurate travel voucher. However, the evidence

2624did not demonstrat e that he intentionally submitted a false

2634travel form. At best, he was negligent in the preparation of

2645the form and too reliant on others to correct the form. In this

2658regard, Petitioner did not perform his assigned duties and

2667should be disciplined for th ese non - serious infractions

2677according to the progressive discipline policy of the CAB.

2686CONCLUSIONS OF LAW

26892 2 . The Division of Administrative Hearings has

2698jurisdiction over the parties to and subject matter of this

2708proceeding. §§ 120.569 and 120.57(1), F la. Stat. (2010).

271723 . In this proceeding, Respondent seeks to terminate

2726PetitionerÓs employment. Respondent bears the burden of proof

2734to establish by a preponderance of the evidence that just cause

2745exists for PetitionerÓs termination or discipline . McNe ill v.

2755Pinellas C nty . Sch . Bd . , 678 So. 2d 476, 477 (Fla. 2nd DCA

27711996); Allen v. Sch. Bd . of Dade Cnty . , 571 So. 2d 568 (Fla. 3d

2787DCA 1990); Dileo v. Sch. Bd . of Dade C n ty . , 569 So. 2d 883 (Fla.

28053d DCA 1990) .

280924 . The October 16, 2009 , Notice of Recommenda tion letter

2820from the Superintendent constitut ed the notice of charges to

2830Petitioner. The letter advised Petitioner of the recommendation

2838to the School Board that he be terminated from employment

2848effective October 21, 2009, and noti fied him that he was bei ng

2861terminated for allegedly submitting false and untrue travel

2869claims for mileage reimbursement in connection with depositing

2877Food Service funds collected at Ferry Pass Middle School. The

2887no tice letter also advised Petitioner that he had demonstrated

2897poor and unsatisfactory work performance in relation to those

2906deposits and the travel voucher . The letter d id not set forth

2919the state statute, rule, regulation, policy or collective

2927bargaining provision that the School District believed ha d been

2937violated. H o wever, the notice Ðneed not be set forth with the

2950technical nicety or formal exactness required of pleadings in

2959court. Ñ Sch . Bd . of Dade Cnty . v. Jones , Case No. 96 - 5169 ( DOAH

2978June 12, 1997; Dade Cnty . Sch. Bd., July 15, 1997), citing

2990Jacker v. Sch. Bd. o f Dade Cnty . , 426 So. 2d 1149, 1151 (Fla. 3d

3006DCA 1983)(concurring opinion of Judge Jorgenson). See Luskin v.

3015Ag cy . for Health Care Admin . , 731 So. 2d 67 (Fla. 4th DCA 1999);

3031Cottril v. DepÓt of I ns . , 685 So. 2d 1371 (Fla. 1st DCA 1996);

3046Klein v. Dep Ó t of Bus . and Prof Ó l Reg . , 625 So. 2d 1237 (Fla.

30652nd DCA 1993).

306825 . In this case, the notice receiv ed by Respondent only

3080referenced specific conduct related to the deposits and travel

3089voucher submitted by Respondent. No other conduct is raised

3098with any speci ficity. T hus , only conduct related to the

3109deposits and trav el voucher can form the basis for d isciplinary

3121action by t he S chool Board in this case . In that regard, the

3136letter of notice is sufficiently specific to put Petitioner on

3146notice as to the charges against him . However, c onduct outside

3158of these facts is not relevant on the question of whether

3169Petit i oner is subject to discipline by Respondent.

317826 . In this case, where the employee is an Ðeducational

3189support employeeÑ who has successfully completed h is or her

3199probationary period, and the adverse action sought to be taken

3209against the employee is termination, the District School Board

3218must act in acc ordance with the provisions of s ection 1012.40 ,

3230Florida Statutes, which provides as follows:

3236(1) As used in this section:

3242(a) Ð Educational support employee Ñ means

3249any person employed by a district school

3256system as a teacher assistant, an education

3263paraprofessional, a member of the

3268transportation department, a member of the

3274maintenance department, a member of food

3280service, a secretary, or a clerical

3286employee, or any other person who by virtue

3294of his or her position of employment is not

3303required to be certified by the Department

3310of Education or district school board

3316pursuant to s. 1012.39. This section does

3323not apply to persons employed in

3329confidential or management positions. This

3334section applies to all employees who are not

3342temporary or casual and whose duties require

334920 or more hours in each normal working

3357week. (Emphasis in original)

3361(b) Ð Employee Ñ me ans any person employed as

3371an educational support employee.

3375(2)(a) Each educational support employee

3380shall be employed on probationary status for

3387a period to be determined through

3393appropriate collective bargaining agreement

3397or by district school board ru le in cases

3406where a collective bargaining agreement does

3412not exist.

3414(b) Upon successful completion of the

3420probationary period by the employee, the

3426employeeÓs status shall continue from year

3432to year unless the district school

3438superintendent terminates th e employee for

3444reasons stated in the collective bargaining

3450agreement , or in district school board rule

3457in cases where a collective bargaining

3463agreement does not exist, or reduces the

3470nu mber of employees on a district - wide basis

3480for financial reasons. (Emp hasis supplied).

3486(c) In the event a district school

3493superintendent seeks termination of an

3498employee, the district school board may

3504suspend the employee with or without pay.

3511The employee shall receive written notice

3517and shall have the opportunity to form ally

3525appeal the termination. The appeals process

3531shall be determined by the appropriate

3537collective bargaining process or by the

3543district school board rule in the event

3550there is no collective bargaining agreement.

355627 . Pursuant to section 1012.40, Petiti oner is an

3566ÐEducational Support Employee,Ñ who may be terminated by the

3576School Board pursuant to the standards provided in the CBA.

358628 . The CBA defines discipline as Ðany action designed to

3597correct behavior or bring about desired performance

3604improvement.Ñ §IX, Master Contract between The School District

3612of Escambia County and The Union of Escambia Education Staff

3622Professionals, FEA NEA AFT (July 1, 2009 - June 30, 2012).

3633Additionally, the CBA provides that Ðall discipline shall be

3642progressive, fair and o nly for just cause.Ñ Master Contract ,

3652supra .

365429 . The CBA does not define Ðjust cause. Ñ However,

3665section 1012.33(1)(a), which adop ts Ðjust causeÑ as the standard

3675for termination of instructional employees, provides guidance.

3682The statute sets forth a non - exclusive list of factors that may

3695constitute Ðjust cause,Ñ including (but not limited to)

3704Ðimmorality, misconduct in office, incompetence, gross

3710insubordination, and willful neglect of duty . . . .Ñ In

3721addition, case law establishes that Ðjust cause for discipline

3730is a reason which is rationally and logically related to an

3741employeeÓs conduct in the performance of the employeeÓs job

3750duties and which is concerned with inefficiency, delinquency,

3758poor leadership, lack of role modeling or misconduct.Ñ Saraso ta

3768C nty . Sch . Bd . v. Berry , Case No. 09 - 3557 (DOAH Jan. 27, 2010 ;

3786Sarasota Cnty. Sch. Bd. Mar. 4, 2010 ).

379430 . T he CBA includes as discipline, Ðwarning conferenc e,

3805counseling, written reprimand, suspension with pay, suspension

3812without pay and dismissal.Ñ Master Contract , supra . T he CBA

3823contains no provision wherein the requirements of progressive

3831discipline do not apply. In short, p rogressive discipline is

3841required. Cf. Palm Beach C nty . Sch . Bd . v. Schmeider , Case No.

385610 - 1527 (DOAH Aug. 23, 2010; Palm B ch. Cnty. Sch. Bd. Oct. 26,

38712010) (CBA provided that except in cases that constitute a real

3882immediate danger to the District or other actions/inactions of

3891the employee constitute such clearly flagrant and purposeful

3899violations of reasonable school rules and regulations,

3906progressive discipline shall be administered as follows . . .)

3916and Manatee C nty . Sch . Bd . v. Rainville , Case No. 10 - 3355 (DOAH

3933Oct. 28, 2010; Manatee Cnty. Sch. Bd. Dec. 16,

39422010 )(PetitionerÓs Proposed Order noting that the CBA expresses

3951a pr eference for following a pattern of progressive discipline).

396131 . The evidence demonstrated that Petitioner was assigned

3970the duties of making bank deposits from Ferry Pass Middle School

3981on a daily basis. In late April 2009, h e knew the deposits were

3995requi red to be made on a daily basis. The deposit records from

4008the bank demonstrated he did not do so. In that respect, he did

4021not fulfill the work duties assigned him.

402832 . Petitioner also submitted a travel reimbursement

4036request reflecting that he had mad e bank deposi ts of Ferry Pass

4049Middle School c afeteria funds on a daily basis for every day

4061school was in session during the 2008 - 2009 school year. The

4073dates included dates on which he did not ma ke any deposits.

408533 . H owever, the evidence did not demonst rate that

4096Petitioner intentionally submitted false and untrue travel

4103claims. Petitioner clearly did not know how to complete a

4113travel reimbursement request form and mistakenly thought others

4121would correct his submission. The form he submitted was

4130inaccur ate, but not intentionally false or fraudulent. Given

4139these facts and Petitioner's failure to deposit cafeteria funds

4148on a daily basis , Petitioner failed to adequately perform his

4158job duties. However, he is not guilty of submitting a false and

4170untrue tra vel reimbursement form. Therefore, Petitioner should

4178be disciplined for failing to ma ke deposits of cafeteria funds

4189on a daily basis and for negligently failing to submit an

4200accurate travel reimbursement form .

420534 . As indicated , the CBA applicable to Pe titioner

4215requires progressive discipline . While not specifically

4222defined, disciplinary progression runs generally from warning

4229conference, counseling, written reprimand, suspension with pay,

4236suspension without pay and dismissal . However, p rogressive

4245disc ipline does not require discipline to proceed in a step

4256fashion where the conduct is sufficiently egregious to support

4265termination or otherwise skip a step on the disciplinary scale .

4276Sarasota C nty . Sch . Bd . v. Berry , Case No. 09 - 3557 (DOAH

4292Jan. 27, 2010 ; Dade Cnty . Sch. Bd. Mar. 4, 2010 )(TeacherÓs

4304threat of violence was a flagrant violation within the meaning

4314of the CBA justifying termination without resort to progressive

4323discipline); Lee C nty . Sch. Bd . v. Bergstresser , Case No. 09 -

43372414 (DOAH Sept. 25, 200 9 ; Lee Cnty. Sch. Bd. Oct. 20,

43492009 )(RespondentÓs refusal to do assigned tasks, harassment of

4358co - workers, and threats of violence constituted just cause for

4369immediate termination . ).

437335 . The misc onduct attributed to Petitioner in this case

4384involves the fai lur e to perform assigned duties , and dishonesty

4395in submitting a false and untrue travel claim. While dishonesty

4405in intentional ly submitting a false and untrue claim to the

4416School Board for monetary gain would justify termination, the

4425evidence did not demo nstrate such conduct on the part of

4436Petitioner. The evidence did demonstrate that Petitioner failed

4444to make the daily bank deposits as required and that he

4455negligently filed an inaccurate travel reimbursement request .

4463T he evidence did not demonstrate con duct sufficiently egregious

4473to justify termination without resort to any lesser discipline.

4482Since Petitioner has been disciplined once before, the lowest

4491level of disciplinary action is not appropriate . The next level

4502of discipline under the CBA is a wri tten reprimand. Therefore,

4513Petitioner should receive a written repr imand with appropriate

4522employee training in the preparation of travel vouchers

4530required .

4532RECOMMENDATION

4533Based upon the foregoing, Finding of Fact and Conclusions

4542of Law set forth herein, it is

4549RECOMMENDED:

4550T hat Respondent, Escambia County School Bo ard, enter a

4560F inal O rder reinstating the PetitionerÓs employment, i ssuing a

4571written reprimand to Petitioner , and requiring further employee

4579training by Petitioner .

4583DONE AND ENT ERED this 28th day of January , 201 1 , in

4595Tallahassee, Leon County, Florida.

4599S

4600DIANE CLEAVINGER

4602Administrative Law Judge

4605Division of Administrative Hearings

4609The DeSoto Building

46121230 Apalachee Parkway

4615Tallahassee, Florida 32399 - 3060

4620(850) 488 - 9675

4624Fax Filing (850) 921 - 6847

4630www.doah.state.fl.us

4631Filed with the Clerk of the

4637Division of Administrative Hearings

4641this 28th day of January, 2011.

4647COPIES FURNISHED :

4650Joseph L. Hammons, Esquire

4654The Hammons Law Firm, P.A.

465917 West Cervantes Street

4663Pensa cola, Florida 32501 - 3125

4669H. B. Stivers, Esquire

4673Levine & Stivers

4676245 East Virginia Street

4680Tallahassee, Florida 32301

4683Malcolm Thomas, Superintendent

4686School District of Escambia County

4691215 West Garden Street

4695Pensacola, Florida 32502

4698Deborah K. Kearney, General Counsel

4703Department of Education

4706Turlington Building, Suite 1244

4710325 West Gaines Street

4714Tallahassee, Florida 32399

4717Dr. Eric J. Smith, Commissioner

4722Department of Education

4725Turlington Building, Suite 1514

4729325 West Gaines Street

4733Tallahassee, Florida 32399

4736NOTICE OF RIGHT TO SUBMIT EXCEPTIONS

4742All parties have the right to submit written exceptions within

475215 days from the date of this Recommended Order. Any exceptions

4763to this Recommended Order should be filed with the agency that

4774will issue the Fi nal Order in this case.

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Date
Proceedings
PDF:
Date: 04/25/2011
Proceedings: Agency Final Order filed.
PDF:
Date: 04/21/2011
Proceedings: Agency Final Order
PDF:
Date: 03/16/2011
Proceedings: Letter to Judge Cleavinger from R. Mixon reagarding a thank you filed.
PDF:
Date: 01/28/2011
Proceedings: Recommended Order
PDF:
Date: 01/28/2011
Proceedings: Recommended Order (hearing held October 13, 2010). CASE CLOSED.
PDF:
Date: 01/28/2011
Proceedings: Recommended Order cover letter identifying the hearing record referred to the Agency.
PDF:
Date: 11/24/2010
Proceedings: (Petitioner`s) Proposed Recommended Order filed.
PDF:
Date: 11/24/2010
Proceedings: Notice of Filing Petitioner's Proposed Recommended Order.
PDF:
Date: 11/24/2010
Proceedings: Respondent's (Proposed) Recommended Order filed.
PDF:
Date: 11/22/2010
Proceedings: Notice of Agreement for Filing Proposed Recommended Orders filed.
Date: 11/09/2010
Proceedings: Transcript (not available for viewing) filed.
Date: 10/13/2010
Proceedings: CASE STATUS: Hearing Held.
PDF:
Date: 10/12/2010
Proceedings: Pre-hearing Stipulation filed.
PDF:
Date: 09/02/2010
Proceedings: Order Granting Continuance and Re-scheduling Hearing (hearing set for October 14, 2010; 10:00 a.m., Central Time; Pensacola, FL).
PDF:
Date: 08/27/2010
Proceedings: Joint Request to Continue and Reset Hearing filed.
PDF:
Date: 08/25/2010
Proceedings: Petitioner's's Third Request for Production of Documents filed.
PDF:
Date: 07/12/2010
Proceedings: Petitioner's Amended Second Request for Production of Documents filed.
PDF:
Date: 07/06/2010
Proceedings: Order Granting Continuance and Re-scheduling Hearing (hearing set for September 1, 2010; 10:00 a.m., Central Time; Pensacola, FL).
PDF:
Date: 07/02/2010
Proceedings: Petitioner's Second Request for Production of Documents filed.
PDF:
Date: 07/01/2010
Proceedings: Joint Request to Continue and Reset Hearing filed.
PDF:
Date: 06/09/2010
Proceedings: Notice of Taking Deposition (Virginia Mattox, Mary Gilliard) filed.
PDF:
Date: 06/09/2010
Proceedings: Notice of Service of Respondent's Answers to Petitioner's First Set of Interrogatories filed.
PDF:
Date: 05/12/2010
Proceedings: Response to Initial Order filed.
PDF:
Date: 05/12/2010
Proceedings: Notice of Hearing (hearing set for July 9, 2010; 10:00 a.m., Central Time; Pensacola, FL).
PDF:
Date: 05/11/2010
Proceedings: Petitioner's First Request for Production of Documents filed.
PDF:
Date: 05/11/2010
Proceedings: Petitioner's Response to Initial Order filed.
PDF:
Date: 05/11/2010
Proceedings: Notice of Service of Petitioner's First Set of Interrogatories to Respondent filed.
PDF:
Date: 04/29/2010
Proceedings: Initial Order.
PDF:
Date: 04/28/2010
Proceedings: Letter to D. Waters from H.B. Stivers regarding the status filed.
PDF:
Date: 04/28/2010
Proceedings: Request for Administrative Hearing filed.
PDF:
Date: 04/28/2010
Proceedings: Agency action letter filed.
PDF:
Date: 04/28/2010
Proceedings: Referral Letter filed.

Case Information

Judge:
DIANE CLEAVINGER
Date Filed:
04/28/2010
Date Assignment:
04/29/2010
Last Docket Entry:
04/25/2011
Location:
Pensacola, Florida
District:
Northern
Agency:
ADOPTED IN TOTO
Suffix:
TTS
 

Counsels

Related Florida Statute(s) (5):