16-004119 Donna Earley vs. Teleflex, Inc.
 Status: Closed
Recommended Order on Thursday, March 2, 2017.


View Dockets  
Summary: Petitioner failed to prove age or sex discrimination or unlawful retaliation. Instead, reasonable business decisions were shown to be the cause of termination of Petitioner's employment.

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.

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Date
Proceedings
PDF:
Date: 05/25/2017
Proceedings: Agency Final Order
PDF:
Date: 05/25/2017
Proceedings: Petitioner's Exception to Recommended Order filed.
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
PDF:
Date: 03/02/2017
Proceedings: Recommended Order cover letter identifying the hearing record referred to the Agency.
PDF:
Date: 03/02/2017
Proceedings: Recommended Order (hearing held November 1, 2016). CASE CLOSED.
PDF:
Date: 02/01/2017
Proceedings: Respondent's Proposed Recommended Order filed.
PDF:
Date: 02/01/2017
Proceedings: (Petitioner's Proposed) Recommended Order filed.
PDF:
Date: 01/19/2017
Proceedings: Order Granting Extension of Time.
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: 12/23/2016
Proceedings: Order Granting Extension of Time.
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.
PDF:
Date: 10/27/2016
Proceedings: Court Reporter Request filed.
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).
PDF:
Date: 10/25/2016
Proceedings: Joint Pre-Hearing Stipulation filed.
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: Notice of Filing filed.
PDF:
Date: 10/25/2016
Proceedings: Order Granting Extension of Time.
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: 10/24/2016
Proceedings: Respondent's Notice of Filing Proposed Hearing Exhibits filed.
PDF:
Date: 10/20/2016
Proceedings: Order Granting Extension of Time.
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: 08/02/2016
Proceedings: Petitioner's Unopposed Motion to Reschedule Final Hearing filed.
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.
PDF:
Date: 07/29/2016
Proceedings: Notice of Hearing by Video Teleconference (hearing set for September 27 and 28, 2016; 9:30 a.m.; Tampa and Tallahassee, FL).
PDF:
Date: 07/29/2016
Proceedings: Order of Pre-hearing Instructions.
PDF:
Date: 07/28/2016
Proceedings: Notice of Appearance filed.
PDF:
Date: 07/28/2016
Proceedings: Joint Response to Initial Order filed.
PDF:
Date: 07/21/2016
Proceedings: Initial Order.
PDF:
Date: 07/21/2016
Proceedings: Charge of Discrimination filed.
PDF:
Date: 07/21/2016
Proceedings: Notice of Determination: No Reasonable Cause filed.
PDF:
Date: 07/21/2016
Proceedings: Determination: No Reasonable Cause filed.
PDF:
Date: 07/21/2016
Proceedings: Petition for Relief filed.
PDF:
Date: 07/21/2016
Proceedings: Transmittal of Petition filed by the Agency.

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

Related Florida Statute(s) (6):