16-004119
Donna Earley vs.
Teleflex, Inc.
Status: Closed
Recommended Order on Thursday, March 2, 2017.
Recommended Order on Thursday, March 2, 2017.
1STATE OF FLORIDA
4DIVISION OF ADMINISTRATIVE HEARINGS
8DONNA EARLEY,
10Petitioner,
11vs. Case No. 16 - 4119
17TELEFLEX, INC.,
19Respondent.
20_______________________________/
21RECOMMENDED ORDER
23On November 1, 2016, an evidentiary hearing was con ducted by
34video teleconference, with sites in Tampa and Tallahassee,
42Florida, before Elizabeth W. McArthur, Administrative Law Judge,
50Division of Administrative Hearings (DOAH).
55APPEARANCES
56For Petitioner: Steven Edward Hovsepian, Esquire
62Barbas, Nunez, Sanders,
65Butler and Hovsepian
681802 West Cleveland Street
72Tampa, Florida 33606
75For Respondent: James W. Seegers, Esquire
81Baker & Hostetler, LL P
86Suite 2300
88200 South Orange Avenue
92Orlando, Florida 32801
95STATEMENT OF THE ISSUE
99The issue to be determined is whether Respondent committed
108an unlawful employment practice by discriminat ing against
116Petitioner because of her sex and/or age, and/or by retaliating
126against her for engaging in a protected activity.
134PRELIMINARY STATEMENT
136In January 2016, Donna Earley (Petitioner) filed with the
145Florida Commission on Human Relations (FCHR) a cha rge of
155discrimination against her former employer, Teleflex, Inc.
162(Respondent or Teleflex), in which she alleged that beginning in
172August 2014, she was subjected to unlawful discrimination because
181of her sex and age, and unlawful retaliation for engaging i n a
194protected activity. FCHR conducted an investigation, after which
202it determined there was no reasonable cause to believe that
212Respondent committed any unlawful employment practice as charged.
220Petitioner timely requested an administrative hearing, and FCHR
228referred the case to DOAH to conduct the requested hearing.
238The hearing was first scheduled for September 26 and 27,
2482016, to be conducted by video teleconference with sites in Tampa
259and Tallahassee. PetitionerÓs unopposed motion for continuance
266was granted, and the video teleconference hearing was rescheduled
275for November 1, 2016. A second day was reserved but not needed.
287Prior to the hearing, the parties filed a Joint Pre - Hearing
299Stipulation, in which they stipulated to several facts. They
308added a nother stipulated fact on the record at the outset of the
321hearing. The stipulations are incorporated in the findings
329below, to the extent relevant.
334At the hearing, Petitioner testified on her own behalf and
344called no other witnesses. PetitionerÓs Exhibit s 12 through 19,
35433, 51, 54, 58, 59, 61, 65, 66, and 69 were admitted in evidence.
368Respondent presented the testimony of John Bowman and Jennifer
377Robichaud. RespondentÓs Exhibits 1 through 11, 13 through 28,
386and 30 were admitted in evidence.
392At the concl usion of the hearing, post - hearing deadlines
403were discussed. A transcript was ordered, and the parties
412jointly requested that they be afforded 20 days after the filing
423of the transcript at DOAH in which to file their proposed
434recommended orders (PROs). T heir request was granted.
442The two - volume Transcript of the final hearing was not filed
454at DOAH until December 14, 2016, apparently having been misfiled
464with FCHR, then retrieved and refiled at DOAH after inquiry was
475made as to why the transcript was not ye t filed. Thereafter, two
488joint motions were filed for brief extensions of the PRO filing
499deadline, which were granted. Both parties timely filed their
508PROs by the extended deadline, and the PROs have been fully
519considered in the preparation of this Recom mended Order.
528FINDING S OF FACT
5321. Petitioner, a female, is a former employee of
541Respondent. At the time her employment with Respondent was
550terminated on December 31, 2015, she was 60 years old.
5602. Petitioner was a salesperson for Respondent, a company
569that sells specialty medical devices to medical providers and
578facilities. PetitionerÓs background gave her technical knowledge
585regarding the cardiac - related product line, as she had obtained a
597certification as a perfusionist in 1978. A perfusionist opera tes
607the heart - lung bypass machine during open - heart surgery. By
6191985, Petitioner moved into sales and has focused on cardiac
629products because of her background.
6343. Petitioner began her employment with Arrow, TeleflexÓs
642predecessor, as a salesperson for the cardiac unit in August
6522003. At some point, Arrow was acquired by Teleflex; the record
663is unclear as to exactly when this occurred, but it may have been
676sometime in late 2007. Petitioner testified that the product
685line has changed over the years, as there used to be artificial
697heart - related products , which were her Ð great loves Ñ (R. Exh. 28
711at 44), and why she started working there, but the company got
723rid of those programs. Under Teleflex, the main big - ticket piece
735of capital equipment sold by sales persons in the cardiac unit is
747the intra - aortic balloon pump. In addition, s a lespersons sell
759disposable products , such as catheters and cannulas used with the
769pump , in cardiac surgeries , and cath eterization lab procedures.
7784. The organization and composi tion of the cardiac unitÓs
788sales territories and the salespersons assigned to them were
797subject to change and did change throughout PetitionerÓs time
806with Arrow and then Teleflex. Likewise, the organization and
815composition of sales divisions/regions and t he managers assigned
824to be in charge of them were subject to change and did change
837throughout PetitionerÓs employment. Sales divisions and sales
844territories within divisions were created, combined, split up,
852and reconfigured, and both salespersons and man agers were added,
862eliminated, and reassigned.
8655. Petitioner attempted to recount the history of changes
874in sales territories that affected her during her years at Arrow
885and then Teleflex. 1/ When Petitioner started in 2003, her sales
896territory was most of the state of Florida up to Tallahassee, and
908all of the cardiac unitÓs sales representatives were under the
918supervision of a single manager.
9236. At some point, separate sales divisions were created ,
932and a new manager was assigned to supervise Petitioner an d others
944in her division. At another point, when a sales associate was
955let go, PetitionerÓs sales territory was expanded to add the
965Florida panhandle and part of Alabama (to Mobile).
9737. At another point, separate sales territories were
981combined, and the sales associate who covered sales in Georgia
991and Alabama was let go. At the request of her new manager,
1003Petitioner helped train a new sales associate to cover Georgia
1013and Alabama.
10158. Petitioner was successful in sales for Arrow, and
1024received several hono rs and awards for her achievements. At the
1035end of her first year of employment in 2004, she was honored as
1048Ðrookie of the year.Ñ She received the chairmanÓs club award
1058twice, in 2005 and 2007, for ranking in the top 10 percent of
1071sales company - wide. Fin ally, she received the circle of
1082excellence award in 2007, for having achieved her sales quota
1092numbers three years in a row.
10989. Petitioner was promoted to executive sales
1105representative, although she cannot remember exactly when that
1113was. Her sales role was not changed, but she got a pay increase
1126and some increased duties in the area of training new sales
1137associates.
113810. When Teleflex acquired Arrow, the sales associate
1146trained by Petitioner for the Georgia - Alabama sales territory was
1157let go. Both Georg ia and Alabama were added to PetitionerÓs
1168territory. From her home base in Florida (she lived in Spring
1179Hill ), she covered the three - state sales territory of Florida,
1191Georgia, and Alabama.
119411. Another change affecting Petitioner occurred when the
1202state o f Georgia was reassigned to a salesman in North Carolina
1214and PetitionerÓs territory was reduced to Alabama and Florida.
1223Later, that salesman was promoted to manager for the eastern
1233division, and Georgia was added back to PetitionerÓs sales
1242territory. It is unknown when these changes occurred, but from
1252that point until early 2014, PetitionerÓs sales territory
1260remained the three - state area of Florida, Georgia, and Alabama.
127112. Somewhere along the line, Petitioner experienced
1278another changeover in manage m ent , with Christine Mazurk assuming
1288the position of eastern regional manager. Ms. Mazurk supervised
1297Petitioner from approximately 2010 to 2013.
130313. Petitioner was evaluated annually using a standardized
1311format called the performance management process (P MP). The most
1321heavily weighted area in the PMP is the annual formulation of
1332business objectives and target goals, expressed in terms of sales
1342revenue dollars by product line. In addition to business
1351objectives, other categories evaluated include competen cies and
1359development. The objectives and target goals are established
1367annually in the first quarter of the calendar year . The process
1379begins with the employee who creates and submits the objectives
1389and goals to his or her manager, who must accept them. At the
1402end of the year, the employee performs a self - evaluation, rating
1414each category as 1 (does not meet), 2 (partially meets),
14243 (fully meets), or 4 (exceeds), while the manager similarly
1434rates the employee in each category. The managerÓs ratings are
1444u sed to calculate an overall Ðfinal rating.Ñ The final rating
1455scale is as follows: between 1 and 1.4 means Ðdoes not meetÑ;
1467between 1.5 and 2.4 means Ðpartially meetsÑ; between 2.5 and 3.4
1478means Ðfully meetsÑ; and between 3.5 and 4 means Ðexceeds.Ñ
148814. I n 2011, Petitioner rated herself at 2 for business
1499objectives, which she believed were partially met. She rated her
1509overall performance at 3.0. In contrast, from her managerÓs
1518perspective, Petitioner did not meet her business (sales revenue)
1527objectives, achieving only 73 percent of her revenue target for
15372011. The manager gave Petitioner the lowest rating of 1 in
1548business objectives, and an overall final rating of 2.4,
1557partially meeting performance expectations. Petitioner added the
1564comment in her PMP t hat the economy really hurt sales in 2011.
157715. PetitionerÓs performance was worse in 2012, according
1585to the PMP that she and her manager, Ms. Mazurk, completed. Once
1597again, PetitionerÓs self - evaluation was higher than her
1606managerÓs. PetitionerÓs overall rating for herself was 2.9, but
1615her managerÓs overall rating and the final rating on her PMP was
16272.0, a little lower than in the prior year in the range of only
1641partially meeting her performance expectations. In this PMP,
1649Petitioner offered the following comment: ÐReally feel the
1657baseline numbers were off.Ñ
166116. At some point in 2012, a business profile of Petitioner
1672was prepared. Although the source of this profile was not
1682entirely clear, Petitioner said that she thought it had been
1692prepared by her man ager (who, at the time, was Ms. Mazurk) in
1705connection with a promotion that Petitioner was seeking. The
1714profile reported that Petitioner had been employed at the company
1724for nine years, and gave her sales performance in relation to her
1736target goals for 20 08 through 2011. The profile also identified
1747PetitionerÓs Ðdevelopmental needsÑ in the following three areas:
1755 Communication skills (email and verbal
1761with support team)
1764 Emotions run high
1768 Sales Training
1771Petitioner did not receive the promotion, and conti nued as an
1782executive sales representative in the sales territory of Florida,
1791Alabama, and Georgia, under Ms. MazurkÓs management.
179817. In 2013, PetitionerÓs PMP was not completed, apparently
1807because Petitioner was out for two weeks with an injury, and then
1819later in the year was out for two months for a surgical procedure
1832and recovery. In the nine and one - half months that she work ed
1846(almost 80 percent of the year), she reportedly achieved sales
1856revenues of 54 percent of her target revenue goal for that year .
186918. A reorganization at the end of 2013 resulted in a new
1881manager for Petitioner, James Phillips. Mr. Phillips was the
1890manager for the western North America sales region, but served
1900temporarily as PetitionerÓs manager, from January to May 2014,
1909while t he company was looking to bring in someone new to manage
1922the eastern region.
192519. Mr. Phillips met with Petitioner in the beginning of
19352014 to inform her of another realignment of sales territories,
1945which would go into effect in March 2014. Insofar as the changes
1957affected Petitioner, a new sales territory was being created,
1966called the Ðsouth FloridaÑ territory, and the companyÓs plan was
1976to hire a new salesperson for the new territory. More
1986accurately, the newly created sales territory covered more than
1995j ust south Florida; it included all of the east coast from
2007Jacksonville south, the west coast up to Tampa - S ain t Petersburg,
2020and part of central Florida, including Orlando. At the same
2030time, the state of South Carolina would be added to PetitionerÓs
2041reconfi gured sales territory.
204520. The impetus for creating the new south Florida
2054territory was evidence showing that this highly populated market
2063had been underpenetrated. In other words, Petitioner, who had
2072been the areaÓs sole sales representative for more th an 10 years,
2084was not accomplishing the level of sales expected for this
2094market. Accordingly, the business judgment was that splitting up
2103the state and assigning the underpenetrated south Florida market
2112to a new salesperson would promote increased market p enetration
2122by making that market the sole focus of the new salesperson. 2/
213421. Petitioner disagreed with splitting the state into two
2143territories, but said that she could understand why the company
2153wanted to create a new south Florida sales territory; as s he
2165stated, that market is very different from north Florida.
2174However, solely from the perspective of the lost sales
2183opportunities for herself, she voiced her disagreement with the
2192line - drawing for the new territory. In a letter she sent to her
2206new manage r , as well as to three members of upper management, she
2219requested that management reconsider how to split the territory
2228within the state of Florida, and asked that she be allowed to
2240retain the Orlando market. PetitionerÓs letter also reported
2248that she was Ðvery excitedÑ about the addition of South Carolina
2259to her sales territory.
226322. PetitionerÓs letter did not result in a reconsideration
2272of the March 2014 territory realignment. Therefore, beginning in
2281March 2014, PetitionerÓs sales territory include d the Florida
2290west coast, central Florida north of Tampa/St. Petersburg from
2299Ocala north to the state line, and the Florida panhandle, plus
2310all of the states of Alabama, Georgia, and South Carolina.
232023. When the decision was made to create a new south
2331Fl orida territory, a specific salesperson had not been identified
2341for that new territory. Petitioner claims that she asked to be
2352assigned to the new territory, but was refused. No evidence was
2363presented to substantiate her claim; instead, the letter she
2372wr ote to her superiors about the realignment only asked that the
2384territories be redrawn so that she could retain the Orlando
2394market, while expressing her enthusiasm about acquiring the state
2403of South Carolina.
240624. In May 2014, John Bowman was brought on bo ard for the
2419position of eastern regional manager, covering eastern United
2427States and Canada. He was hired by the president of the company
2439because the eastern region was underperforming. Mr. Bowman was
2448charged with improving the business performance of th e sales team
2459so that sales would reach and sustain expected goals, which
2469Mr. Bowman said is his forte.
247525. Mr. Bowman is very direct with the sales
2484representatives under his charge. He is results - oriented and
2494does not mince words when it comes to identi fying deficient
2505performance and making corrective ÐsuggestionsÑ that may sound
2513more like demands. Thereafter, if he observes a continuation of
2523the performance deficiency he has tried to correct, he is quick
2534to point that out. That is his management style , and why he
2546be lieves he has been effective in achieving results: ÐIn sales
2557youÓre constantly measured by your results. YouÓre paid on your
2567results. YouÓre measured on your results. YouÓre ranked on your
2577results. I am as well and so is my president. And I make that
2591very clear with sale individuals and always have.Ñ (Tr. 138).
260126. As part of the management transition, Mr. Phillips
2610provided Mr. Bowman with his assessment of Petitioner as a
2620salesperson. Mr. Phillips had not served as PetitionerÓs man ager
2630long enough to conduct a formal year - end PMP evaluation, and so
2643the assessment was characterized as a Ðpersonal assessmentÑ and
2652was not placed in PetitionerÓs personnel file. 3/ While both
2662positive and negative qualities were described in the assessme nt,
2672there was more bad than good; however, Mr. Bowman set the
2683assessment aside so that he could form his own opinions. He
2694considered the points raised by Mr. Phillips as simply
2703identifying some issues that he should look out for.
271227. Mr. Bowman was not based in the same city or even the
2725same state as Petitioner. He did not meet with her until after
2737he had been employed as her manager for just over one month. As
2750Petitioner acknowledged, he had much ground to cover, as his
2760region included all of North Am erica east of the Mississippi from
2772Florida up into Canada, and as she put it, Ðhe tried to be fair
2786with everyone.Ñ (Tr. 100).
279028. Before Mr. Bowman ever met Petitioner, he fielded
2799complaints from two different customers who called the Teleflex
2808toll - free number to track down PetitionerÓs manager. Both
2818complaints were perceived by Mr. Bowman to be communication
2827problems, i.e., the issues would not have arisen if Petitioner
2837had communicated better with the customers. One of the customers
2847complained to Mr. Bowman that Petitioner was Ðuseless in giving
2857us the information we needed.Ñ (R. Exh. 10). PetitionerÓs
2866attempted explanation of the two incidents tended to lend
2875credence to Mr. BowmanÓs assessment and the customerÓs comment.
2884Ultimately, she sought to minimize their significance by
2892characterizing them as only two isolated incidents during her
2901long tenure. However, from Mr. BowmanÓs perspective, these were
2910two customer complaints that he had to field in his first month
2922as PetitionerÓs manager , unlike wh at he faced with any other
2933sales representative there .
293729. When Mr. Bowman met with Petitioner on July 1, 2014, he
2949talked with her generally about her background and abilities,
2958which he complimented, and he addressed the concerns he had from
2969the two cust omer complaints. He also identified two other areas
2980where he thought her performance required improvement. In an
2989email sent the following week, he summarized their discussion
2998(including the compliments) and the three areas where he wanted
3008to see her impr ove. These were: her interaction and
3018communication with customers, evidenced by the two recent
3026incidents requiring him to intercede; her communications with
3034internal Teleflex personnel, where her failure to provide c lear,
3044complete, and precise informatio n resulted in Ðelongated email
3053stringsÑ and confusion; and her too - frequent requests to him for
3065low pricing approval.
306830. Petitioner was taken aback by these criticisms, which
3077she took as demeaning and condescending, because she viewed
3086herself as a prove n performer who was highly respected. She did
3098not react well to the email summary of these points, which she
3110viewed as a paper trail intended to bring her down. 4/
3121Nonetheless, Mr. BowmanÓs points were shown to be valid, and,
3131indeed, consistent with simil ar comments made by prior managers,
3141including the manager who noted in PetitionerÓs profile in 2012
3151that Petitioner needed to work on her verbal and e - mail
3163communicatio n skills.
316631. Mr. Bowman was clear in his meeting with Petitioner, in
3177the e - mail summa ry of that meeting, in subsequent discussions,
3189and in his testimony at hearing that he fully expected Petitioner
3200to learn from his constructive criticisms and improve her
3209performance. Moreover, he did not view her performance
3217deficiencies as extreme enoug h to warrant formal action, such as
3228placing her on a performance improvement plan. Instead, he
3237quickly and consistently pointed out to Petitioner each time he
3247saw a continuation of the behavior he had criticized, and he
3258repeated the criticism while noting that he was repeating prior
3268criticism, as was his way.
327332. Mr. Bowman testified credibly that he treated all of
3283the sales representatives under his charge the same way, and was
3294consistent in the way he communicated both positive capabilities
3303and perform ance issues requiring improvement. Petitioner offered
3311no evidence to prove that Mr. Bowman treated her any differently
3322from the way he treated other sales representatives.
333033. One of Mr. BowmanÓs first tasks as the new eastern
3341region manager was to part icipate in interviews for a new
3352salesperson to be assigned to the new south Florida territory.
3362After interviews by Mr. Bowman, the president of the company, the
3373director of finance, the director of marketing, and another
3382manager, and after a third - party p sychological exam, Eric Patton
3394was hired in August 2014 as a sales representative for the new
3406south Florida territory. At the time he was hired, he was
3417approximately 34 years old.
342134. Although the territory changes went into effect in
3430March 2014, Petiti oner continued to cover sales in the new south
3442Florida territory, for which she was compensated, until
3450September 2014 when Mr. Patton assumed coverage of the territory.
346035. Petitioner was asked to provide Mr. Patton with
3469information on her contacts in th e new territory, and she did so.
3482Petitioner also spent several hours with Mr. Patton at her home
3493to demonstrate how she made her sales pitches, and she also gave
3505him a script. Thereafter, she took a couple of day trips with
3517him to introduce him to some c ustomer contact persons in his new
3530territory. These were meet - and - greet sessions only, not extended
3542visits involving actual sales presentations.
354736. PetitionerÓs view is that it was not fair that she lost
3559the pipeline of sales opportunities in the south Florida
3568territory to Mr. Patton. When it came to losing this, or any,
3580sales territory, Petitioner complained that she was losing out on
3590the ÐpipelineÑ of sales opportunities that she had cultivated but
3600not yet closed. However, when Petitioner gained sal es territory,
3610she complained about the disadvantage of starting out from
3619scratch in a new area. Neither viewpoint appears to comport with
3630the reality that every time sales territories are changed, the
3640new salesperson has some head start by virtue of the w ork of the
3654predecessor salesperson. But there was no basis shown for
3663PetitionerÓs sense of ÐentitlementÑ to the benefits of a sales
3673territory after the territory i s assigned to someone else . That
3685is particularly true here, where Petitioner did not refute the
3695legitimate business purpose of an underpenetrated market that led
3704to the territory reconfiguration. The company compensation
3711system for sales representatives was based on revenue recognized
3720from sales, not on unrealized ÐpipelinesÑ for future busines s.
373037. Petitioner claimed that in one instance, she believes
3739that Mr. Patton was treated more favorably than her while they
3750were both working in sales in their respective territories.
3759Petitioner and several other salespersons (both male and female)
3768had closed some pump sales with contingency clauses written in
3778the contracts whereby the customer would be allowed to return the
3789pump and upgrade to a new model at no additional cost if a new
3803model became available within 18 months after the sale. The
3813company determined that under federal law, the revenue from those
3823sales could not be recognized, but rather, had to be held in
3835escrow until the contingency period had pa ssed. Since sales
3845commissions we re paid on the basis of sales revenue recognized by
3857the compa ny, sales commissions were deferred as well.
386638. Mr. Bowman explained credibly that these deferred
3874compensation sales had been allowed under a policy in place
3884before he was employed, but that PetitionerÓs deferred sale was
3894the last of several allowed bef ore the policy was discontinued.
390539. Petitioner testified that Mr. Patton told her that one
3915year after her deferred compensation sale, he made a sale in
3926which he was allowed to offer verbal, but not written, assurance
3937that an upgrade to a new model would be allowed, and his
3949commission was paid on the sale. However, Petitioner offered no
3959non - hearsay evidence to substantiate her description of what she
3970was told , and her description was refuted by Mr. BowmanÓs
3980credible testimony . In an y event, PetitionerÓs unsupported
3989description did not establish two sales that would be considered
3999the same so as to require the same treatment regarding payment of
4011commissions. No finding can be made that Mr. Patton was treated
4022more favorably than Petitioner in this regard, as claimed.
403140 . Petitioner and Mr. Bowman completed PetitionerÓs PMP
4040evaluation for calendar year 2014. The evaluation was similar to
4050those for Petitioner in 2011 and 2012. Petitioner rated her
4060performance either the same or more favorably than her man ager
4071did, with the result that her overall final rating was 2.2,
4082compared with her self - evaluation of 2.4.
40904 1 . In mid - 2015, the company lost a large contract with
4104HPG, which is a large group purchasing organization (GPO) --
4114probably the largest in the coun try , according to Petitioner.
4124Instead of contracting again with Teleflex, HPG entered into a
4134sole source contract with Teleflex Ós competitor. As Petitioner
4143acknowledged, the recent advent of GPOs had dramatically changed
4152the sales business, because the G POs control access to potential
4163purchasers. Purchasers using the GPOs are no longer free game
4173for salespersons to explore new sales opportunities. For
4181Teleflex, this meant that as of mid - 2015, its salespersons could
4193not solicit new sales from potential p urchasers using HPG,
4203because HPG would direct those purchasers to TeleflexÓs
4211competitor pursuant to the new sole source contract. As
4220Petitioner acknowledged, the loss of the HPG contract was a
4230substantial loss for Respondent, with the significant impact
4238c oming in the loss of growth opportunity to develop new business.
42504 2 . In June 2015, the president of the company raised the
4263possibility of a reorganization to consolidate the north Florida
4272and south Florida territories, in light of the loss of the HPG
4284con tract. Mr. Bowman began discussions with senior management
4293about possible changes to the sales territories.
43004 3 . In late September 2015, Mr. Bowman provided senior
4311management with a Power Point presentation that set forth a
4321proposed reorganization of the southeast . His proposal was to
4331reconfigure the two existing territories, to create a single
4340Florida territory and a separate ÐTidewaterÑ territory covering
4348Alabama, Georgia, and South Carolina. As he proposed the
4357reorganization, the two sales representa tives -- Petitioner and
4366Eric Patton -- would cover the two reorganized territories.
43754 4 . Meanwhile, Mr. Bowman continued to critique
4384PetitionerÓs performance in some fairly strident emails and
4392conversations. In an incident on September 30, 2015, Petitioner
4401s ubmitted a quote request for a new pump for one Baycare
4413hospital, while another Baycare hospital was also considering a
4422new pump. According to Petitioner, the issue was not the price
4433to quote for the new pumps, as she stated that the price had been
4447set an d was Ðalready on a contract.Ñ (R. Exh. 28 at 154).
4460Instead, Petitioner said that the issue was whether the hospitals
4470would get a credit for the cost of unusual repairs being made to
4483their existing pumps. In contrast, according to Mr. Bowman, the
4493company had already agreed that the repair costs would be applied
4504to the purchase price , but the issue was what price should be
4516quoted for the new pump, which he said had not been set by any
4530contract. Mr. Bowman found the price requested by Petitioner to
4540be too low, and instead of approving her price request, he sent
4552her an email at 5:35 p.m. on September 30, 2015, questioning her
4564price approval request , while noting the same price would have to
4575be given to both Baycare hospitals. He ended the email as
4586follows: ÐCall me tomorrow to discuss.Ñ (R. Exh. 14 at 1).
45974 5 . Instead of acknowledging Mr. BowmanÓs email and waiting
4608to talk to him first, Petitioner sent an email to the customer ,
4620with a copy to Mr. Bowman, the next morning. The email
4631apo logized for Ðnot ge tting you the outright purchase quote
4642yesterday,Ñ explain ing that the delay was because Ð[t]he outright
4653quote required management approval[.]Ñ (R. Exh. 14 at 2).
46624 6 . After reading his copy of the email, Mr. Bowman called
4675Petitioner and reacted harshly , telling Petitioner that she threw
4684him under the bus by sending the email to the customer without
4696discussing it with him first, and that she had committed a fire -
4709able offense. While harsh, Mr. BowmanÓs reaction was not off -
4720base. PetitionerÓs email tends to undermine her testimony that
4729the issue was not the purchase price which she claimed was fixed
4741by contract. And while Petitioner testified that she tried to
4751call Mr. Bowman that afternoon or evening before she sent the
4762email the next morning, Petitione r did not mention the email from
4774Mr. Bowman. Surely , when waiting to hear from her manager, she
4785would have read his incoming email be fore sending the emai l to
4798the customer. Petitioner failed to explain why she did not
4808follow her managerÓs i nstruction to discuss the matter with him. 5/
48204 7 . Following their telephone conversation, Petitioner
4828called the human re sources department and spoke with the manager,
4839Jennifer Robichaud, to complain about Mr. Bowman. The essence of
4849her complaint was that at 60 years old and close to retirement,
4861she felt that Mr. Bowman was gunning for her and trying to push
4874her out. 6/ She complained about the March 2014 territory
4884realignment, which she though was unfair because a large part of
4895her territory was given to the new sale s representative, Ða young
4907guy.Ñ She told Ms. Robichaud that she has always been a top
4919performer, and although she recently had not been closing sales
4929on pumps, that was because she was start ing from scratch in a new
4943territory. She said that until Mr. Bo wman came on board, she
4955never had any issues with her past managers. Although she
4965acknowledged that she and Mr. Bowman have very different styles,
4975she felt that Mr. Bowman did not accept her for who she is.
49884 8 . Ms. Robichaud assured Petitioner she would investigate.
4998They spoke on a Thursday; Ms. Robichaud was able to discuss the
5010matter with Mr. Bowman the following Tuesday, October 6, 2015.
5020She relayed PetitionerÓs complaints that she felt that Mr. Bowman
5030was trying to push her out, and her feeling tha t it was unfair to
5045give her pipeline to Mr. Patton.
50514 9 . Mr. Bowman denied that he was trying to push Petitioner
5064out of the company, and said, instead, he wants her to succeed.
5076With regard to her perception about pipeline fairness, Mr. Bowman
5086responded t hat all sales representatives are expected to have a
5097pipeline of business opportunities, but that it is closing the
5107business that matters. In the days thereafter, he sent
5116Ms. Robichaud information pertinent to the investigation,
5123including email communica tions with Petitioner, the assessment
5131from PetitionerÓs prior manager, and information about the
5139customer complaints. Ms. Robichaud also investigated
5145PetitionerÓs annual PMP ratings and her performance through
5153September 2015. She also sought and later re ceived the data
5164supporting the decision to realign the Florida territory in 2014.
517450 . As before, Mr. Bowman continued his practice of
5184addressing PetitionerÓs performance on issues that had previously
5192surfaced, which he had previously addressed with Pet itioner.
5201Thus, on October 9, 2015, Mr. Bowman criticized Petitioner for
5211her email communications with customer service in which she asked
5221for free replacements of medical supplies to be sent to her home
5233for a customer, without giving sufficient informatio n. The
5242response from the customer service representative stat ed he was
5252Ða bit confusedÑ by the request, and asked for more information :
5264ÐDonna, your input is appreciated here.Ñ The representative had
5273to ask questions to get the information necessary t o handl e the
5286request appropriately, such as whether the supplies were being
5295provided for free to respond to a complaint. Mr. BowmanÓs
5305criticism was that PetitionerÓs email request to customer service
5314was Ðan example of a lack of professionalism and clarity in your
5326communications. I have addressed this issue with you multiple
5335times over the past year and unfortunately, you have not
5345demonstrated improvement.Ñ (R. Exh. 15).
53505 1 . On Monday, October 12, 2015, Petitioner forwarded
5360Mr. BowmanÓs email criticism t o Ms. Robichaud and asked her to
5372call. They spoke Tuesday morning. Ms. Robichaud told Petitioner
5381that she had been looking into PetitionerÓs concerns and had
5391spoken with Mr. Bowman. Ms. Robichaud told Petitioner that
5400Mr. Bowman was not trying to push P etitioner out of the company,
5413but was looking for performance results, and Ms. Robichaud did
5423not find any reason to believe Petitioner was being treated
5433unfairly. Ms. Robichaud said that Petitioner and Mr. Bowman
5442needed to talk, because in Ms. RobichaudÓs opinion, the problem
5452appeared to be a clash of styles, which is not uncommon with a
5465change in managers, and that they needed to learn to adapt.
54765 2 . Ms. Robichaud talked to Mr. Bowman afterwards. She
5487encouraged him to reach out to Petitioner, hear her c oncerns, and
5499try to understand her perspective. She reminded him that he has
5510acknowledged that he is very direct, and Ðperhaps a few small
5521changes in how he communicates with her can have a positive
5532impact.Ñ (R. Exh. 18 at 2).
55385 3 . Mr. Bowman contacted Petitioner, and they agreed to
5549meet in person. The meeting took place on October 16, 2015, in
5561Tampa. Before the meeting, Petitioner requested a copy of her
5571personnel file from Ms. Robichaud.
55765 4 . Petitioner testified that at the meeting, Mr. Bowman
5587was very civil and respectful to her. He said that he thrives on
5600diversity and enjoys the challenge of working with different
5609kinds of people. He assured her that any decisions that are made
5621are always going to be about performance.
56285 5 . Petitioner reacted curiously to this: she testified
5638that she realized that nothing was going to change, while
5648admitting that Mr. Bowman was acting completely differently than
5657he had before. Petitioner said that he was Ðextremely scripted,Ñ
5668and probably had been coached on what to say by the human
5680resources manager. Yet she also complained, inconsistently, that
5688the human resources department did nothing to help her or to
5699facilitate a meeting with Mr. Bowman.
57055 6 . According to Mr. Bowman, Petitioner said that she did
5717not th ink she would be able to meet the objectives set for her.
5731According to Petitioner, she said that he should just stop (being
5742civil to her), that she knew what he was doing , and knew that he
5756wanted her to go away. Regardless of which lead - in is accurate,
5769P etitioner went on to offer that she would resign her employment
5781at the end of the year if the company paid her the deferred
5794commissions, and her salary and benefits for six months.
5803Mr. Bowman was genuinely surprised by PetitionerÓs offer.
58115 7 . Shortly a fter Mr. BowmanÓs meeting with Petitioner,
5822Mr. Bowman was informed by his superiors that his proposal to
5833retain but reconfigure two sales territories with two sales
5842representatives in the southeast had been reviewed, but w as
5852rejected because it would not be a viable solution to address the
5864loss of the HPG contract . Instead, the decision was made to
5876consolidate the southeastern states -- Florida, Georgia, Alabama,
5884and South Carolina -- into a single sales territory, covered by one
5896salesperson. Mr. Bowman was told to extract metrics for the time
5907period that Petitioner and Mr. Patton were both working sales in
5918their respective territories, including their recognized sales
5925revenues compared to their quotas, pump sales, and 2014 PMP
5935rating. He was also told to ad d non - metric qualitative
5947considerations regarding any business practice and customer
5954interaction issues.
59565 8 . Mr. Bowman pulled the data, and o n October 23, 2015, he
5971provided his superiors with his performance comparison of
5979Mr. Patton and Petitioner. Fo r the period of September through
5990December 2014 , Mr. PattonÓs first quarter with the company, the
6000quantitative metrics were mixed . Mr. PattonÓs overall PMP
6009performance rating of 2.7 was better, falling within the Ðfully
6019meets expectationsÑ range, whereas PetitionerÓs overall rating of
60272.2 only partially met her performance expectations. Mr. Patton
6036sold one balloon pump during his first few months with the
6047company. Petitioner was credited with zero sales of balloon
6056pumps during this time, although she not ed that she had at least
6069one deferred sale that was not counted during this time.
6079Petitioner achieved 104 percent of her overall sales quota from
6089September to December 2014, although the revenue recognized was
6098from disposables and not pump sales. Mr. Pat ton achieved
610873 percent of his sales quota in his first few months with the
6121company , but that included recognized revenue from a pump sale .
61325 9 . For the first three quarters of 2015 (Mr. Bowman was
6145able to extract data through the end of September 2015) , t he
6157quantitative metrics were decidedly in Mr. PattonÓs favor.
6165During this period, Petitioner had zero pump sales, while
6174Mr. Patton had seven pump sales, and Petitioner achieved
618383 percent of her sales quota through sales of disposables,
6193whereas Mr. Patt on achieved 112 percent of his sales quota ,
6204largely from pump sales .
620960 . On the qualitative considerations, Mr. Bowman
6217summarized the issues he had been addressing with Petitioner in
6227an attempt to bring about improvements, including communication
6235issues with customers and internal personnel, as well as his
6245concerns about her frequent requests for low pricing approval .
6255He also noted a recent situation where Petitioner lost a pump
6266sale to a hospital in Alabama. When he had asked Petitioner why
6278she thought she did not get the sale, she explained to Mr. Bowman
6291that the chief of perfusion Ðmay have felt I was too aggressive , Ñ
6304that Pe titioner Ðfelt there was tension between he and I , Ñ and
6317Ðobviously something happened here.Ñ (R. Exh. 22, last page ).
6327Pe tition er acknowledged in her deposition that what Mr. Bowman
6338said was true, but that the tension was due to extenuating
6349circumstances.
63506 1 . In contrast, for Mr. Patton, Mr. Bowman reported no
6362issues of concern in just over one year of managing him. As
6374Mr. Bow man testified at hearing, Mr. Patton was an excellent
6385sales representative and Mr. Bowman found no performance
6393deficiency issues to address with him. Petitioner offered no
6402evidence to the contrary, stating that she had no knowledge of
6413Mr. PattonÓs perform ance or the quality of his salesmanship.
64236 2 . Based on the performance comparison, Mr. Bowman
6433recommended that Mr. Patton should be retained as the salesperson
6443to cover the consolidated southeastern sales territory.
6450Mr. BowmanÓs recommendation was reasona ble.
64566 3 . Mr. BowmanÓs recommendation was accepted and the
6466decision made by senior management was to retain Mr. Patton as
6477the salesperson for the consolidated sales territory and to
6486terminate PetitionerÓs employment due to elimination of her sales
6495positio n.
64976 4 . Petitioner presented no evidence to refute the
6507reasonableness of RespondentÓs business judgment to consolidate
6514sales territories and reduce one sales position after the loss of
6525the HPG contract. Instead, Petitioner only pointed to the
6534suspicious timing of the decision in relation to her complaint to
6545the human resources department about Mr. Bowman. 7/
65536 5 . Petitioner does not contend that anyone other than
6564Mr. Bowman himself discriminated against her or retaliated
6572against her. The evidence does n ot support PetitionerÓs claim
6582that Mr. Bowman discriminated against Petitioner on the basis of
6592her age or her sex, nor does the evidence support PetitionerÓs
6603claim that Mr. Bowman retaliated against Petitioner because she
6612complained about him to the human resources department.
66206 6 . Instead, the evidence established that when
6629RespondentÓs diminished business growth prospects caused it to
6637make the reasonable business decision to reduce its sales
6646positions in the southeast states, Petitioner lost out in a fai r
6658comparison on the merits of her performance compared to the other
6669salespersonÓs performance.
66716 7 . PetitionerÓs flagging job performance evident from 2011
6681forward, while not bad enough to warrant immediate action to
6691terminate her, was not good enough to withstand comparative
6700assessment with Mr. Patton. PetitionerÓs view that the choice to
6710retain Mr. Patton must have been a pretext for discrimination or
6721retaliation is in keeping with PetitionerÓs inflated view of her
6731own performance. At the same time, Pe titionerÓs view is also an
6743unfair discredit to Mr. Patton, when the unrebutted evidence was
6753that he was an excellent sales representative. Petitioner
6761admitted that she knows nothing about the quality of his sales
6772work or the quantitative achievements he g arnered in just over
6783one year with the company.
67886 8 . Although findings on the subject of damages are
6799unnecessary in light of the above findings, even if Respondent
6809had been found guilty of unlawful employment practices, the
6818undersigned would have to find t hat Petitioner failed to prove
6829her actual economic damages that would have been caused by those
6840employment practices. Petitioner did not present proof of her
6849earnings, and offered only limited evidence of her attempts to
6859mitigate damages with other income and efforts to look for a
6870comparable job. Indeed, in PetitionerÓs PRO, this shortcoming
6878appears to be admitted because Petitioner request ed an
6887opportunity to submit support for damages. PetitionerÓs
6894opportunity to present evidence to support her case wa s at the
6906final hearing before the evidentiary record closed. There was no
6916request for a bifurcated hearing to address l iability, followed
6926by a separate evidentiary hearing on damages if needed . Thus,
6937Petitioner had her opportunity, and failed to prove da mages.
6947CONCLUSIONS OF LAW
69506 9 . The Division of Administrative Hearings has
6959jurisdiction over the parties and the subject matter of this
6969proceeding, pursuant to sections 120.569, 120.57(1), and
6976760.11(7), Florida Statutes (2016). 8/
698170 . Section 760.10(1) pr ovides that it is an unlawful
6992employment practice for an employer to discriminate against an
7001employee Ðbecause ofÑ the employeeÓs age or sex, or because the
7012employee has opposed a practice which is an unlawful employment
7022practice under the Florida Civil Ri ghts Act ( FCRA ) .
70347 1 . Respondent is an "employer" within the meaning of the
7046FCRA. § 760.02(7), Fla. Stat.
70517 2 . FCHR and Florida courts have determined that federal
7062discrimination law should be used as guidance when construing the
7072FCRA. See Valenzuela v . GlobeGround N. Am., LLC , 18 So. 3d 17,
708521 (Fla. 3d DCA 2009); Brand v. Fla. Power Corp. , 633 So. 2d 504,
7099509 (Fla. 1st DCA 1994).
7104Claim of Age and Sex Discrimination
71107 3 . Petitioner offered no direct evidence to prove that she
7122was terminated because of her age or sex. Accordingly, in the
7133absence of any direct evidence of discrimination, a finding of
7143discrimination, if any, must be based on circumstantial evidence.
71527 4 . The shifting burden analysis established by the U.S.
7163Supreme Court in McDonnell Doug las Corp. v. Green , 411 U.S. 792
7175(1973), and Texas Department of Community Affairs v. Burdine ,
7184450 U.S. 248 (1981), applies to this circumstantial evidence -
7194based discrimination claim. Under this well - established model of
7204proof, the complainant bears the i nitial burden of establishing a
7215prima facie case of discrimination.
72207 5 . If Petitioner establishes a prima facie case, the
7231burden shifts to the employer to articulate a legitimate, non -
7242discriminatory explanation for the employment action. See Dep't
7250of Cor r. v. Chandler , 582 So. 2d 1183, 1186 (Fla. 1st DCA 1991)
7264(discussing shifting burdens of proof in discrimination cases
7272under McDonnell and Burdine ). The employer has the burden of
7283production, not persuasion, and need only articulate a non -
7293discriminatory reason for the action . Id. ; Alexander v. Fulton
7303Cnty., Ga. , 207 F.3d 1303, 1339 (11th Cir. 2000).
73127 6 . Petitioner must then come forward with specific
7322evidence proving that the reasons given by the employer are a
7333pretext for discrimination. Dep't of Corr . v. Chandler , supra ,
7343at 1187. Conclusory allegations, without more, are insufficient
7351to show pretext. Instead, Petitioner must meet the proffered
7360reason head on and rebut it. A reason is not pretext for
7372discrimination unless it is shown both that the r eason was false,
7384and that discrimination was the real reason. Corbett v. Beseler ,
73942016 U.S. Dist. LEXIS 129639, *29 - *30 (M.D. Fla. 2016) (internal
7406citations and quotes omitted).
74107 7 . ÐAlthough the intermediate burdens of production shift
7420back and forth, the ultimate burden of persuading the trier of
7431fact that the employer intentionally discriminated against the
7439employee remains at all times with the [petitioner].Ñ EEOC v.
7449Joe's Stone Crabs, Inc. , 296 F.3d 1265, 1273 (11th Cir. 2002);
7460see also Byrd v. BT Foods, Inc. , 948 So. 2d 921, 927 (Fla. 4th
7474DCA 2007) (ÐThe ultimate burden of proving intentional
7482discrimination against the plaintiff remains with the plaintiff
7490at all times.Ñ).
749378 . To establish a prima facie case of sex or age
7505discrimination under the FCRA, Petitioner must show that:
7513(1) she was a member of a protected sex or age group; (2) she was
7528subject to an adverse employment action; (3) she was qualified to
7539do the job 9 / ; and (4) that she was replaced by, or treated less
7554favorably than, a person of a different age or sex. McQueen v.
7566Wells Fargo , 573 Fed. Appx. 836, 839 (11th Cir. 2014); see Ellis
7578v. Am. Aluminum , Inc. , Case No. 14 - 5355 (Fla. DOAH July 14, 2015 ,
7592F CHR Sept. 17, 2015), FO at 2 - 3 (noting different interpretation
7605of FCRA regarding whe ther the claimant must be over 40 years old
7618and whether comparator must be younger or just of a different
7629age).
76307 9 . Petitioner met her burden of establishing a prima facie
7642case . She proved that she is a member of a protected sex
7655(female) and age group (a ny age) . She proved that she was
7668subject to an adverse employment action by being terminated on
7678December 31, 2015 . Petitioner proved that s he was qualified to
7690do the job, as interpreted by prior FCHR Orders ( see endnote 9 ) .
7705Finally , Petitioner provided that a similarly situated male of a
7715different age was treated differently only insofar as he was
7725retained by Respondent when Petitioner was terminated .
7733Petitioner did not prove that, prior to her termination, she was
7744treated less favorably than a similarl y situated person of a
7755different age or sex.
775980 . The parties agree that, upon Petitioner meeting her
7769prima facie case, the burden shifts to Respondent to state a
7780legitimate non - discriminatory reason for the adverse action.
7789Blizzard v. Appliance Direct, Inc. , 16 So. 3d 922, 926 (Fla. 5th
7801DCA 2009). Respondent met its burden of production in this
7811regard. The loss of a significant contract in mid - 2015 led to an
7825assessment of the sales territories and a reasonable business
7834decision to combine the south Flo rida territory with the north
7845Florida, Alabama, Georgia, and South Carolina territory. Once
7853that decision was made, a reasonable comparative assessment was
7862made of the two salespersons covering those territories, and a
7872performance - based decision was made to retain Mr. Patton instead
7883of Petitioner.
78858 1 . Petitioner failed to meet her burden of proving that
7897RespondentÓs articulated reason for its decision was a pretext
7906for unlawful discrimination . The more credible, persuasive
7914evidence proved that Respondent Ós decision was based on an
7924objective comparison of performance data, augmented with some
7932consideration of subjective performance attributes , none of which
7940had anything to do with PetitionerÓs age or sex . Petitioner
7951ineffectively quibbled with some of the data, but did not
7961undermine the ultimate conclusions drawn from the comparison.
7969Indeed, she has no knowledge of how effective Mr. Patton was as a
7982salesman, nor could she quarrel with his performance data.
79918 2 . While Petitioner repeatedly stated that she was a
8002proven performer, and went so far as to state in her charge of
8015discrimination filed with FCHR that she had always met or
8025exceeded expectations throughout her employment, the evidence
8032demonstrated that this was not the case, at least since 2011. In
8044e ach annual evaluation, Petitioner was consistently rated as only
8054partly meeting expectations, while just as consistently,
8061Petitioner demonstrated an inflated view of her own performance.
80708 3 . Petitioner also ineffectively quibbled with the
8079subjective deter minations on which a comparative assessment was
8088made between Petitioner and Mr. Patton. Petitioner essentially
8096acknowledged that in Mr. BowmanÓs first month as her manager, he
8107fielded two complaints by customers about PetitionerÓs
8114performance as their sal es representative. Petitioner
8121defensively noted these were two isolated incidents -- yet they
8131were two customer complaints made to her manager in his first
8142month in that position. In contrast, after more than a year of
8154managing Mr. Patton, Mr. Bowman had n o performance issues and no
8166complaint issues. Petitioner presented no evidence to the
8174contrary.
81758 4 . Petitioner failed to meet her ultimate burden of proof
8187that Respondent intentionally discriminated against her because
8194of her age or her sex.
8200Claim of Ret aliation
82048 5 . Just as with the claim of age and sex discrimination,
8217PetitionerÓs claim that Respondent terminated her employment in
8225retaliation for her complaint to the human resources department
8234is not supported by any direct evidence, and thus, is analyz ed
8246under a similar burden - shifting approach.
825386 . To establish a prima facie case for retaliation,
8263Petitioner must prove that: she engaged in statutorily protected
8272activity; she suffered an adverse employment action; and there is
8282a causal relation between the two events. Farley v. Nationwide
8292Mut. Ins. Co. , 197 F.3d 1322, 1336 (11th Cir. 1999). For
8303purposes of establishing a prima facie case, a close temporal
8313proximity between the protected expression and an adverse action
8322can provide sufficient circumsta ntial evidence of a causal
8331relation between the two events .
83378 7 . Petitioner established a prima facie case, by showing
8348that she complained to the human resources department about her
8358manager on October 1, 2015, and the recommendation that
8367Mr. Patton be re tained and PetitionerÓs position be eliminated
8377was made 22 days later, albeit that PetitionerÓs termination was
8387not effective until three months after the protected action.
83968 8 . Respondent must then articulate a legitimate, non -
8407retaliatory reason for the adverse employment action. Respondent
8415did so, with the explanation for consolidating territories
8423because of the lost HPG contract, followed by the performance -
8434based comparison of which of the two sales representatives should
8444be retained for the single sal es position.
84528 9 . The burden thus shifted back to Petitioner to prove
8464that the proffered reason is merely a pretext for prohibited
8474retaliatory conduct. Petitioner was required to prove that the
8483reasons given by Respondent were not the real reasons for th e
8495adverse employment decision. Conclusory allegations, without
8501more, are insufficient to show pretext. Instead, Ðthe employee
8510must meet [the proffered] reason head on and rebut it, and the
8522employee cannot succeed simply by quarreling with the wisdom of
8532t hat reason.Ñ Chapman v. A 1 Transp. , 229 F.3d 1012, 1030 (11th
8545Cir. 2000) (en banc). S ummary judgment against the claimant o n a
8558retaliation claim has been deemed proper Ðwhere the defendant
8567offers legitimate reasons and the employee only offers temporal
8576p roximity.Ñ Gerard v. Bd. of Regents , 324 Fed. Appx. 818, *826,
85882009 U.S. App. LEXIS 9726, *21 (11th Cir. 2009).
85979 0 . Petitioner failed to meet her burden of proving
8608pretext. Petitioner acknowledged the legitimate reasons offered
8615by Respondent, but offer ed proof of only temporal proximity in
8626response. Petitioner argued that this should suffice because in
8635PetitionerÓs view, Respondent failed to substantiate its reasons.
8643But it was not RespondentÓs burden to present proof to
8653substantiate its reasons; it w as PetitionerÓs burden to Ðmeet the
8664proffered reason head on and rebut it.Ñ Chapman , supra .
8674Petitioner failed in this regard.
86799 1 . Petitioner did not meet her ultimate burden to prove
8691that Respondent retaliated against her because of her complaint
8700to t he human resources department against Mr. Bowman.
8709RECOMMENDATION
8710Based on the foregoing Findings of Fact and Conclusions of
8720Law, it is RECOMMENDED that the Florida Commission on Human
8730Relations issue a final order dismissing the Petition for Relief
8740by Peti tioner, Donna Earley, against Respondent, Teleflex, Inc.
8749DONE AND ENTERED this 2nd day of March , 2017 , in
8759Tallahassee, Leon County, Florida.
8763S
8764ELIZABETH W. MCARTHUR
8767Administrative Law Judge
8770Division of Administrative Hea rings
8775The DeSoto Building
87781230 Apalachee Parkway
8781Tallahassee, Florida 32399 - 3060
8786(850) 488 - 9675
8790Fax Filing (850) 921 - 6847
8796www.doah.state.fl.us
8797Filed with the Clerk of the
8803Division of Administrative Hearings
8807this 2nd day of March , 2017 .
8814ENDNOTE S
88161/ Pe titionerÓs testimony was confusing at times, often lacking
8826in detail and context, such as the timing of when certain events
8838occurred in relation to other events. For example, her testimony
8848regarding the various changes to her sales territories and
8857manager s was hard to follow, and her testimony at hearing on this
8870subject seemed inconsistent with her deposition testimony on the
8879same subject. The findings reflect the undersignedÓs
8886reconciliation of the somewhat disjointed testimony in the
8894record, and at time s are necessarily vague (e.g., Ðat some
8905pointÑ) when that is the best the record testimony would support.
89162/ Petitioner did not claim in her charge of discrimination that
8927RespondentÓs decision in early 2014 to split the state of Florida
8938into two separate territories was an act of discrimination
8947against her. PetitionerÓs complaint filed with FCHR alleged that
8956the earliest time that she was allegedly subjected to unlawful
8966discrimination was in August 2014. The business purpose standing
8975behind the companyÓ s decision to split Florida into two
8985territories in March 2014 was shown to be reasonable; Petitioner
8995did not attempt to prove otherwise.
90013/ Mr. PhillipsÓ assessment of Petitioner was set forth in a
9012document sent by email from Mr. Phillips to Mr. Bowman, and then
9024they met to discuss it. Although Petitioner questioned the
9033authenticity of the document, which was not signed or dated,
9043Mr. Bowman credibly explained when and from whom the document was
9054received, and his testimony in this regard is credited. I n
9065addition, the contents of the document substantiate that the
9074source was Mr. Phillips. For example, one criticism was that
9084Petitioner struggles with technical things, such as learning
9092Ðsimple Excel functions,Ñ and had not taken the time to learn ,
9104even th ough she had been told about the Excel courses available
9116at no charge on the companyÓs website. Petitioner confirmed her
9126belief that Mr. Phillips wrote that critique, as he had spoken
9137with her about her problems using Excel and the need to improve.
9149Also of note is this passage: Ð[B]ecause Donna is an emotionally
9160charged and dramatic person she has a very difficult time with
9171change. When I informed her about the territory split, she was
9182quiet at [first], and then became livid! You would have thought
9193I f ired her; she was so upset and emotional (to the point of
9207tears).Ñ (Resp. Exh. 8 at 5). Petitioner confirmed that it was
9218James Phillips who informed her of the territory split into north
9229Florida and south Florida territories, which occurred in the
9238first q uarter of 2014 before Mr. Bowman was hired. Although
9249Petitioner questioned whether a few other parts of the assessment
9259may have been written by Mr. Bowman or by Mr. Phillips and
9271Mr. Bowman together, her reasoning was unclear or unsubstantiated
9280and her sus picions are not credited. For the most part, when
9292asked to explain why she did not believe Mr. Phillips authored
9303particular statements, she lapsed into arguing whether the
9311statements themselves of various negative qualities had merit.
9319Regardless, as noted at hearing, the assessment document is
9328hearsay if offered to prove the truth of the statements made in
9340that document, and for that purpose, can only be considered to
9351the extent it supports or explains other admissible evidence.
9360§ 120.57(1)(c), Fla. Stat . The assessment document can also be
9371considered for reasons other than the truth of the matters
9381asserted. In this vein, whether the statements are true or not,
9392the fact that the document was provided by PetitionerÓs manager
9402of a few months as his person al assessment of a salesperson who
9415would become the charge of the incoming new manager was
9425considered, just as Mr. BowmanÓs testimony has been considered
9434that he did not accept Mr. PhillipsÓ personal assessment of
9444Petitioner because he wanted to judge Peti tioner for himself.
94544/ Embellishing on her perception that he was trying to bring her
9466down , Petitioner testified that in their first meeting on July 1,
94772014, Mr. Bowman made a gesture with his hands around his own
9489neck holding his head up; he said that h e was holding her up and
9504that he could either lift her up or bring her down. Petitioner
9516described this as a threat en ing, choking gesture. PetitionerÓs
9526description was overly dramatic and not found to be credible. It
9537is not credible that Petitioner would have experienced an
9546incident as she described it and not report it to anyone, even
9558the human resources department when she ultimately complained
9566about Mr. Bowman, nor include it in the Ðexact diary of events
9578leading toÑ her termination in her complaint fi led with FCHR.
95895/ Petitioner admitted in her deposition testimony that she knew
9599Mr. Bowman wanted to quote a higher price for the new pump. As
9612she stated: Ð[W]e did not see eye to eye on that, but he never
9626explained what his thought process was and w hy that had to be
9639changed to a higher quote[.]Ñ (R. Exh. 28 at 154). Given this
9651explanation, Mr. BowmanÓs reaction to PetitionerÓs email was
9659understandable, as the email informed the customer that
9667Mr. Bowman was the cause of the delay, perhaps as a way t o put
9682pressure on Mr. Bowman to accede to PetitionerÓs viewpoint.
96916/ Petitioner described a conversation with Mr. Bowman while they
9701were in Alabama visiting customers in late October 2014, in which
9712the general subject of retirement came up. Mr. BowmanÓs hearing
9722testimony describing the context of this innocuous conversation
9730was credible and is credited. Mr. Bowman went with Petitioner on
9741a two - day field trip to Alabama. The conversation came up during
9754the second day of the two - day trip, during a one - ho ur drive to
9771Tuscaloosa to see a customer. The drive was in the country on a
9784beautiful fall day, and Mr. Bowman and Petitioner talked about
9794their personal situations and got to know each other a little
9805bit. Petitioner shared how she met her husband in hig h school
9817and how he initially worked for the telephone company in Chicago,
9828which caused Mr. Bowman to share that his father had worked for
9840the telephone company in Pennsylvania until he retired. The
9849overall conversation was one of families and life progre ssion.
9859The general subject of retirement was part of that, but only as a
9872passing reference; like Petitioner, Mr. Bowman was in his late
988250s at the time. Mr. Bowman emphatically (and credibly) denied
9892that he was trying to get Petitioner to retire as a res ult of
9906that conversation. Petitioner acknowledged that Mr. Bowman never
9914said anything directly about PetitionerÓs retirement plans, much
9922less suggest that Petitioner should consider retiring early, but
9931Petitioner said she interpreted it that way. Here to o,
9941PetitionerÓs description was overly dramatic, as she started
9949describing a conversation in which retirement came up during a
9959drive of almost two hours, but then her story became that
9970Mr. Bowman talked about nothing but retirement for two solid
9980days. Pet itioner also testified that she was so troubled by the
9992retirement talk that she made an anonymous call to the Teleflex
10003ethics hotline. In contrast, she told Ms. Robichaud when she
10013complained about Mr. Bowman on October 1, 2015, that she called
10024the ethics hotline in August 2014 (months before the Alabama
10034trip), to complain about the loss of some of her Florida sales
10046territory which was later assigned to the newly - hired Mr. Patton.
100587/ Petitioner also argued that there was sufficient evidence to
10068allow the f act - finder to find that the reasons given by
10081Respondent for terminating her employment were a pretext for
10090retaliation, based on various alleged inconsistencies and
10097challenges to the credibility of RespondentÓs witnesses.
10104However, PetitionerÓs positions re garding alleged inconsistencies
10111and credibility have not been accepted and are not reflected in
10122the findings of fact. Moreover, PetitionerÓs claims of
10130inconsistency and lack of credibility were not directed to
10139refuting RespondentÓs proffered reasons for t he adverse
10147employment decision.
101498/ References to Florida Statutes are to the 2016 codi fication .
101619 / PetitionerÓs prima facie burden is not an onerous one. While
10173evidence related to PetitionerÓs job performance is relevant to
10182RespondentÓs explanation for its action and whether that
10190explanation was a pretext for unlawful discrimination or
10198retaliation , such evidence does not preclude a determination that
10207Petitioner was qualified to do the job, insofar as that inquiry
10218is part of the prima facie burden. S ee Crapp v. City of Miami
10232Bch. Police DepÓt , 242 F. 3d 1017, 1020 (11th Cir. 2001).
10243Accordingly, FCHR has consistently determined that a person is
10252Ðqualified to do the jobÑ for purposes of satisfying this
10262criterion as part of a prima facie case if the per son is shown to
10277be at least ÐminimallyÑ qualified, with more than Ða total lack
10288of qualification,Ñ by virtue of having been hired for the
10299position. See, e.g. , Ellis v. Am. Aluminum, Inc. , Case No. 14 -
103115355 (Fla. DOAH July 14, 2015, FCHR Sept. 17, 2015), FO at 3 - 4.
10326COPIES FURNISHED:
10328Tammy S. Barton, Agency Clerk
10333Florida Commission on Human Relations
10338Room 110
103404075 Esplanade Way
10343Tallahassee, Florida 32399
10346(eServed)
10347Steven Edward Hovsepian, Esquire
10351Barbas, Nunez, Sanders
10354Butler and Hovsepian
103571802 West C leveland Street
10362Tampa, Florida 33606
10365(eServed)
10366Gil Brosky, Esquire
10369Baker & Hostetler, LLP
10373Suite 2000
10375127 Public Square
10378Cleveland, Ohio 44114
10381James W. Seegers, Esquire
10385Baker & Hostetler, LLP
10389Suite 2300
10391200 South Orange Avenue
10395Orlando, Florida 32801
10398(eS erved)
10400Cheyanne Costilla, General Counsel
10404Florida Commission on Human Relations
10409Room 110
104114075 Esplanade Way
10414Tallahassee, Florida 32399
10417(eServed)
10418NOTICE OF RIGHT TO SUBMIT EXCEPTIONS
10424All parties have the right to submit written exceptions within
1043415 da ys from the date of this Recommended Order. Any exceptions
10446to this Recommended Order should be filed with the agency that
10457will issue the Final Order in this case.
- Date
- Proceedings
- PDF:
- Date: 05/25/2017
- Proceedings: Agency Final Order Dismissing Petition for Relief from an Unlawful Employment Practice filed.
- PDF:
- Date: 03/23/2017
- Proceedings: Response to the Petitioner's Exceptions to the Recommended Order filed.
- PDF:
- Date: 03/15/2017
- Proceedings: Transmittal letter from Claudia Llado forwarding Exhibits not offered/admitted into evidence to Respondent.
- PDF:
- Date: 03/14/2017
- Proceedings: Transmittal letter from Claudia Llado forwarding Petitioner's Exhibits not offered/admitted into evidence to Petitioner.
- PDF:
- Date: 03/02/2017
- Proceedings: Recommended Order cover letter identifying the hearing record referred to the Agency.
- PDF:
- Date: 01/17/2017
- Proceedings: Joint Motion for Second Brief Extension of Time to File Proposed Findings of Fact and Conclusions of Law filed.
- PDF:
- Date: 12/22/2016
- Proceedings: Joint Motion for Brief Extension of Time to File Proposed Findings of Fact and Conclusions of Law filed.
- Date: 11/01/2016
- Proceedings: CASE STATUS: Hearing Held.
- Date: 10/27/2016
- Proceedings: Petitioner's Proposed Exhibits filed (exhibits not available for viewing).
- Date: 10/26/2016
- Proceedings: Respondent's Proposed Exhibits filed (exhibits not available for viewing).
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibit 70 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 67 through 69 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 65 (part 3) through 66 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibit 65 (Part 2) filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 64 through 65 (Part 1) filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 58 through 63 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 54 through 57 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 45 through 53 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 38 through 44 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 29 through 37 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 22 through 28 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 15 through 21 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 11 through14 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 7 through 10 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 4 through 6 filed (exhibits not available for viewing) Confidential document; not available for viewing.
- Date: 10/25/2016
- Proceedings: Petitioner's Proposed Exhibits 1 through 3 filed (exhibits not available for viewing). Confidential document; not available for viewing.
- PDF:
- Date: 10/25/2016
- Proceedings: Unopposed Motion for Brief Extension of Time to File Hearing Exhibit filed.
- Date: 10/25/2016
- Proceedings: Respondent's Proposed Exhibits filed (exhibits not available for viewing).
- PDF:
- Date: 10/19/2016
- Proceedings: Joint Motion for Brief Extension of Time to File Pre-hearing Stipulation filed.
- PDF:
- Date: 10/14/2016
- Proceedings: Respondent's Notice of Taking Deposition of the Petitioner filed.
- PDF:
- Date: 09/23/2016
- Proceedings: Response to Petitioner's First Request for Production of Documents filed.
- PDF:
- Date: 09/23/2016
- Proceedings: Notice of Service of Response to Petitioner's First Set of Interrogatories to Respondent filed.
- PDF:
- Date: 08/02/2016
- Proceedings: Order Granting Continuance and Re-scheduling Hearing by Video Teleconference (hearing set for November 1 and 2, 2016; 9:30 a.m.; Tampa, FL).
- PDF:
- Date: 08/01/2016
- Proceedings: Amended Notice of Hearing by Video Teleconference (hearing set for September 26 and 27, 2016; 9:30 a.m.; Tampa and Tallahassee, FL; amended as to Hearing Dates).
- PDF:
- Date: 07/29/2016
- Proceedings: Notice of Service of Respondent's First Set of Interrogatories to Petitioner filed.
- PDF:
- Date: 07/29/2016
- Proceedings: Respondent's First Request for Production of Documents to Petitioner filed.
Case Information
- Judge:
- ELIZABETH W. MCARTHUR
- Date Filed:
- 07/21/2016
- Date Assignment:
- 07/21/2016
- Last Docket Entry:
- 05/25/2017
- Location:
- Tavares, Florida
- District:
- Northern
- Agency:
- ADOPTED IN TOTO
Counsels
-
Tammy S Barton, Agency Clerk
Florida Commission on Human Relations
Room 110
4075 Esplanade Way
Tallahassee, FL 32399
(850) 907-6808 -
Gil Brosky, Esquire
Baker & Hostetler, LLP
Suite 2000
127 Public Square
Cleveland, OH 44114 -
Steven Edward Hovsepian, Esquire
Barbas, Nunez, Sanders, Butler and Hovsepian
1802 West Cleveland Street
Tampa, FL 33606
(813) 254-6575 -
James W Seegers, Esquire
Baker & Hostetler, LLP
200 South Orange Avenue, Suite 2300
Orlando, FL 32801
(407) 649-4023 -
Tammy S Barton, Agency Clerk
Address of Record -
Gil Brosky, Esquire
Address of Record -
Steven Edward Hovsepian, Esquire
Address of Record -
James W Seegers, Esquire
Address of Record -
James W. Seegers, Esquire
Address of Record -
Tammy S. Barton, Agency Clerk
Address of Record