Jean A. Montgomery, Complainant,v.John E. Potter, Postmaster General, United States Postal Service (Great Lakes Area), Agency.

Equal Employment Opportunity CommissionAug 25, 2009
0120080453 (E.E.O.C. Aug. 25, 2009)

0120080453

08-25-2009

Jean A. Montgomery, Complainant, v. John E. Potter, Postmaster General, United States Postal Service (Great Lakes Area), Agency.


Jean A. Montgomery,

Complainant,

v.

John E. Potter,

Postmaster General,

United States Postal Service

(Great Lakes Area),

Agency.

Appeal No. 0120080453

Hearing No. 440200700176X

Agency No. 4J-606-0017-07

DECISION

On November 2, 2007, complainant filed an appeal from the agency's October

22, 2007 final decision concerning her equal employment opportunity

(EEO) complaint alleging employment discrimination in violation of

the Age Discrimination in Employment Act of 1967 (ADEA), as amended,

29 U.S.C. � 621 et seq. The appeal is deemed timely and is accepted

pursuant to 29 C.F.R. � 1614.405(a). For the following reasons, the

Commission AFFIRMS the agency's final decision.

ISSUES PRESENTED

Whether the agency properly found that it did not discriminate against

complainant on the basis of age when it instructed complainant to leave

her assignment on October 5, 2007, and whether the agency properly found

that it did not retaliate against complainant when it denied her a yearly

salary increase.

BACKGROUND

At the time of events giving rise to this complaint, complainant worked

as the Manager of Customer Services at the agency's Chicago, Illinois

Englewood Station. The record reveals that on October 6, 2006, the

agency temporarily reassigned complainant to a detail assignment in

Operations Programs Support.

On December 21, 2006, complainant filed an EEO complaint alleging that

she was discriminated against on the basis of age (over 40 years old)

when the agency instructed her to leave her assignment on October 6, 2006.

Complainant further alleged that the agency acted in reprisal for prior

protected EEO activity when it denied her a yearly salary National

Performance Assessment (NPA) increase on January 25, 2007.

In a sworn investigative statement, the Acting Manager of Customer

Service Operations (S) for the Chicago District stated that complainant

was reassigned from her position because she failed to report curtailed1

and delayed mail. S stated that during a visit to the Englewood Postal

Station, she and the Manager of Post Office Operations noticed multiple

pieces of delayed and curtailed mail at the station that had not been

entered into the Customer Service Delivery Reporting System (CSDRS), in

violation of agency policy. S stated that complainant was also reassigned

because approximately 12 supervisors and other employees sought to bid

out of the Englewood Station because of complainant's management's style

and treatment of employees. S stated that she generally received calls

from employees claiming that complainant treated them disrespectfully and

had poor management skills. Additionally, S stated that customers made

a large number of complaints about the Englewood Station. S further

stated that complainant was reassigned partly because she failed to

provide information and documentation to the union and refused to

participate in the grievance process.

The Manager of Post Office Operations stated that complainant was

reassigned because she failed to submit accident reports in a timely

fashion; the Englewood station received an excessive number of customer

complaints; complainant failed to report delayed and curtailed mail;

employees complained about complainant's treatment of them; and,

complainant did not hear grievances at the lowest possible level or

provide documentation to support grievance cases.

Regarding the NPA salary increase, S stated that during the fiscal year

2006, only managers who received a numerical score of four or higher on

the Postal Service's Performance Evaluation System received a salary

increase. S stated that complainant only received a numerical score

of three. S stated that managers received ratings at the end of the

year based on their performance in the four core requirements, and the

ratings are converted to a numerical score. S stated that the four core

requirements were: the rate at which delivery confirmation of priority

mail and packages was scanned; parcel select service; return of all city

carriers to the station by 5:00 p.m.; and, oral communication skills.

She stated that compared to the items accepted and scanned, the amount of

packages actually delivered was unusually low at complainant's station,

and only 84.80% of parcel select pieces scanned fell within the service

standard, which was below the goal of 88%. S further stated that only

50.4% of carriers returned to the Englewood Station by 5:00 p.m. in

2006, which was far less than the goal of 88%. She also stated that

she relied on her own "dealings" with complainant and employee feedback

to conclude that complainant had not displayed the desired level of

communication skills.

At the conclusion of the investigation, complainant was provided with a

copy of the report of investigation and notice of her right to request a

hearing before an EEOC Administrative Judge (AJ). Although complainant

initially requested a hearing, the AJ remanded complainant's complaint

to the agency for the issuance of a final decision on September 4,

2007.2 In a final decision dated October 22, 2007, the agency found

that complainant failed to prove that she was discriminated as alleged.

CONTENTIONS ON APPEAL

On appeal, complainant contends that the agency improperly found no

discrimination or reprisal. Complainant contends that all Chicago

District stations have carriers on the street after 5:00 pm.; the

only managers who did not receive a salary increase in the district

were supervised by S; Englewood had the least number of customer

complaints in the district; employee complaints came from people who

had "personal connections" to S; the agency did not provide a list of

customer complaints; and, there were no reports of delayed mail in the

national audit report. Complainant further contends that an audit found

that Englewood passed its review with a score of 98%.

ANALYSIS AND FINDINGS

As this is an appeal from a decision issued without a hearing, pursuant

to 29 C.F.R. � 1614.110(b), the agency's decision is subject to de novo

review by the Commission. 29 C.F.R. � 1614.405(a). See EEOC Management

Directive 110, Chapter 9, � VI.A. (November 9, 1999) (explaining that

the de novo standard of review "requires that the Commission examine

the record without regard to the factual and legal determinations of the

previous decision maker," and that EEOC "review the documents, statements,

and testimony of record, including any timely and relevant submissions

of the parties, and . . . issue its decision based on the Commission's

own assessment of the record and its interpretation of the law").

To prevail in a disparate treatment claim such as this, complainant must

satisfy the three-part evidentiary scheme fashioned by the Supreme Court

in McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973). Complainant

must initially establish a prima facie case by demonstrating that he or

she was subjected to an adverse employment action under circumstances

that would support an inference of discrimination. Furnco Construction

Co. v. Waters, 438 U.S. 567, 576 (1978). Proof of a prima facie case will

vary depending on the facts of the particular case. McDonnell Douglas,

411 U.S. at 804 n. 14. The burden then shifts to the agency to articulate

a legitimate, nondiscriminatory reason for its actions. Texas Department

of Community Affairs v. Burdine, 450 U.S. 248, 253 (1981). To ultimately

prevail, complainant must prove, by a preponderance of the evidence, that

the agency's explanation is pretextual. Reeves v. Sanderson Plumbing

Products, Inc., 530 U.S. 133, 120 S.Ct. 2097 (2000); St. Mary's Honor

Center v. Hicks, 509 U.S. 502, 519 (1993).

Under the ADEA, it is "unlawful for an employer . . . to fail or refuse

to hire or to discharge any individual or otherwise discriminate against

any individual with respect to his compensation, terms, conditions,

or privileges of employment, because of such individual's age." 29

U.S.C. � 623(a)(1). When a complainant alleges that he or she has been

disparately treated by the employing agency as a result of unlawful

age discrimination, "liability depends on whether the protected trait

(under the ADEA, age) actually motivated the employer's decision."

Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 141 (2000)

(citing Hazen Paper Co. v. Biggins, 507 U.S. 604,610 (1993)). "That is,

[complainant's] age must have actually played a role in the employer's

decision making process and had a determinative influence on the

outcome." Id.

In this case, we assume arguendo that complainant established a prima

facie case of reprisal and age discrimination. The Commission nonetheless

finds that the agency articulated legitimate, non-discriminatory

reasons for its actions, as detailed above. On appeal, complainant

contends that all Chicago District stations had carriers on the street

after 5:00 p.m. and provides a list of thirty managers whose stations

allegedly had carriers returning to stations after 5:00 p.m. However,

this list does not indicate the ages of these station managers, whether

or not they had engaged in prior EEO activity, or the identity of their

supervisors.3 Complainant further contends that the only managers that

did not receive a salary increase were supervised by S. However, there

is no evidence that the three other managers who were denied a salary

increase also engaged in EEO activity, which undermines complainant's

claim that S's actions were motivated by retaliatory animus. Thus,

we determine that complainant failed to provide any evidence that

similarly situated managers outside her protected classes were treated

more favorably than she was treated under similar circumstances.

According to complainant Englewood had the least number of customer

complaints in the district, and the agency failed to provide her with

a list of the customer complaints. However, the record contains

documentation showing that 851 customer complaints were lodged

against Englewood while complainant was Manager during the first

six months of fiscal year 2006, whereas only 554 complaints were

lodged against Englewood for the first six months of fiscal year 2007

after complainant was reassigned. Complainant further contends that

Englewood passed a national audit with a score of 98%. However, the

audit does not conclusively resolve the matters at issue here because

the audit was based on general station matters such as floor layout,

plant agreements, volume recording, and standard operating procedures.

In contrast, management largely cited complainant's management style

and interpersonal skills as bases for reassigning and denying her a

pay increase. Further, management based its actions on its personal

observations and employee reports about complainant's management style

and performance, which are not specifically addressed in the audit.

Complainant contends that the employees who complained about her had

personnel connections with S, but we find no persuasive evidence that

S and other responsible management officials harbored animus against

complainant because of her EEO activity or age. Consequently, we find

that the agency properly found no discrimination or reprisal.

CONCLUSION

After reviewing the record in its entirety, including consideration

of all statements submitted on appeal, it is the decision of the Equal

Employment Opportunity Commission to affirm the agency's final decision

because the preponderance of the evidence of record does not establish

that discrimination occurred.

STATEMENT OF RIGHTS - ON APPEAL

RECONSIDERATION (M1208)

The Commission may, in its discretion, reconsider the decision in this

case if the complainant or the agency submits a written request containing

arguments or evidence which tend to establish that:

1. The appellate decision involved a clearly erroneous interpretation

of material fact or law; or

2. The appellate decision will have a substantial impact on the

policies, practices, or operations of the agency.

Requests to reconsider, with supporting statement or brief, must be filed

with the Office of Federal Operations (OFO) within thirty (30) calendar

days of receipt of this decision or within twenty (20) calendar days of

receipt of another party's timely request for reconsideration. See 29

C.F.R. � 1614.405; Equal Employment Opportunity Management Directive for

29 C.F.R. Part 1614 (EEO MD-110), 9-18 (November 9, 1999). All requests

and arguments must be submitted to the Director, Office of Federal

Operations, Equal Employment Opportunity Commission, P.O. Box 77960,

Washington, DC 20013. In the absence of a legible postmark, the request

to reconsider shall be deemed timely filed if it is received by mail

within five days of the expiration of the applicable filing period.

See 29 C.F.R. � 1614.604. The request or opposition must also include

proof of service on the other party.

Failure to file within the time period will result in dismissal of your

request for reconsideration as untimely, unless extenuating circumstances

prevented the timely filing of the request. Any supporting documentation

must be submitted with your request for reconsideration. The Commission

will consider requests for reconsideration filed after the deadline only

in very limited circumstances. See 29 C.F.R. � 1614.604(c).

COMPLAINANT'S RIGHT TO FILE A CIVIL ACTION (S0408)

You have the right to file a civil action in an appropriate United States

District Court within ninety (90) calendar days from the date that you

receive this decision. If you file a civil action, you must name as the

defendant in the complaint the person who is the official agency head

or department head, identifying that person by his or her full name and

official title. Failure to do so may result in the dismissal of your

case in court. "Agency" or "department" means the national organization,

and not the local office, facility or department in which you work. If you

file a request to reconsider and also file a civil action, filing a civil

action will terminate the administrative processing of your complaint.

RIGHT TO REQUEST COUNSEL (Z1008)

If you decide to file a civil action, and if you do not have or cannot

afford the services of an attorney, you may request from the Court that

the Court appoint an attorney to represent you and that the Court also

permit you to file the action without payment of fees, costs, or other

security. See Title VII of the Civil Rights Act of 1964, as amended,

42 U.S.C. � 2000e et seq.; the Rehabilitation Act of 1973, as amended,

29 U.S.C. �� 791, 794(c). The grant or denial of the request is within

the sole discretion of the Court. Filing a request for an

attorney with the Court does not extend your time in which to file

a civil action. Both the request and the civil action must be filed

within the time limits as stated in the paragraph above ("Right to File

A Civil Action").

FOR THE COMMISSION:

______________________________

Carlton M. Hadden, Director

Office of Federal Operations

_____08/25/09_____________

Date

1 Curtailed mail is mail that is not delivered on the same day that it

arrives at the postal station. Agency's Motion for Summary Judgment

and Memorandum in Support Thereof, p. 5.

2 We note that the record does not contain a copy of the AJ's remand

order, but complainant does not challenge the propriety of the AJ's

order on appeal.

3 We also note that having carriers return to the station by 5:00 p.m. was

only one of the four factors upon which managers were evaluated. As

indicated above, complainant was found to not have displayed the desired

level of communication skills. Furthermore, we note that the amount

of packages actually delivered at complainant's station was found to be

unusually low and the amount of parcel select pieces scanned was below

the district standard.

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0120080453

U.S. EQUAL EMPLOYMENT OPPORTUNITY COMMISSION

Office of Federal Operations

P.O. Box 77960

Washington, DC 20013

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0120080453