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MOTION FOR DISMISSAL I .'.. I ,RECEIVED STATE OF FLORIDA DIVISION OF ADMINISTRATIVE HEARINGS ocr 10 1989 CITY OF CLEARWATER, ) ) Petitioner, ) ) ) ) ) ) Respondent, ) ) CITY; CLERK vs. CASE NO. 89-3063 ROGER BRENNAN, MOTION FOR DISMISSAL The petitioner has stated that the reasons for the respondent's suspension was for the good of the service, to promote the efIiciency of the Public Works Department and for the following reasons. CHARGE 1 Roger C. Brennan violated Rule 14, section 1, paragraphs (b) (e) and (k) of the Civil Service Rules and Regulations of the City of Clearwater. I CSR 14, sec. 1, para. (b) states: "Is incompetent or inefficient in the performance of the duties of his position." The key point here is duties of his position. Duties being plural means more than one. However, the petitioner is basing its charge solely on one memorandum. One memorandum does not support the weight of sufficiency to constitute incompetency or inefficiency. "Inc0mpetency" as a grounds for removal or discipline of a Public Officer, has reference to any physical, moral, or intellectual quality, lack of which incapacitates the officer to perform his duties, and criticism of a Public Official does not constitute "Incompetency" LAWS 1921, C669 ~ 30. Sausbier v Wheeler, 299 N.Y.S. 466, 473, 252, App. Div. 267. "Inefficiency" as used in the st.atute is synonymous with "Incompetency" I Therefore, the respondent argues that the rule does not apply. I .Ii..... I CSR 14, sec. 1, para. (e) states: "Has been offensive in his conduct or language towards his fellow employees, City Officers or the Public." The phrase"Offensive Conduct" in public disturbance statute is defined as conduct under contemporary community standards which is so grossly offensive to the person who actually overhears or see it as to amount to a nuisance. state v Lo Sacco, 531 A. 2d 184, 189, 12 Conn. App. 481. Statements made by the 'respondent in this one memorandum cannot and should not be considered as to have violated this Civil Service Rule. The respondent also argues that Civil Service Rule 14, section 1, paragraph (e) is unconstitutionally vague and overbroad on its face and as it is applied. (~SCA Const. Amend. 1) The omission of an adjective before offensive, such as Wontonly, Recklessly or Abusely would suggest that any action or conduct could be offensive, depending on who is applying it, without-benefit of any standardization [ For the value of the sword of Damocles is that it hangs - Not that it drops ] Because employees faced with the standard of "such cause as will promote the efficiency of the service" one can only guess as to what utterences may cost them their jobs. There can be little question that they will be deterred from exercising their Forst Amendment rights to the fullest extent. In order to determine whether government employers mayor may not regulate speech of an employee, the courts must arrive at a balance between the interests of the Public employee as a citizen, in commenting upon/matters of public concern, and the interest of the State as an employer in promoting efficiency of the public services it performs through its employees. (Const. Law 90.1 (1), Thompson v City of Minneapolis 300 NW 2d 763, Pickering v Board of Education, 391 u.S. 563, 568, 88 S. ct 1731, 1734, 20 L.Ed 2d 811 Treating' Pickerin~ not as an employee, but as a member of the general public, the courts went on to say that Pickering could only be disciplined by the School Board only if his speech consisted of "False statements knowingly or . I recklessly made by him"id at 514 88 S.ct at.1737 the constitutional I ,~..... I standard for defamation action. The petitioner through its representative Miles Lance, Assistant City Attorney sta~ed in our first telephone conference call ( Donald Conn, Hearing Officer - Miles Lance, for the petitioner - Roger Brennan, the respondent ) that the petitioner does not question whether the statements made by the respondent in the March 30, 1989 memorandum are true or false, but simply that the respondent cannot say them. Officer and Employees ~ 137 Free Speech - NY Rodriquez v Percell (1975) 391 F Supp 38 Therefore the respondent argues that the rule does not apply. III CSR 14, sec. 1, pa:r;a. (k) "Has violated any lawful and reasonable official regulation or order or failed to obey any lawful and reasonable direction made and given to him by his superior officer when such ~iolation or failure to obey amounts to insubordination or serious breach of discipline which may reasonably be expected to result in a lower morale in the department or to result in loss, inconvenience, or injury to the City or the Public." The respondent argues that his reply was to that of an unlawful order. Therefore, he cannot be guilty of violating CSR14, sec. 1, para. (k). The utilities accounts Manager, George Fasching, verbally admitted to Betty Deptula, the Director of Administrative Services and others present that pranks occur in the utilities Accounts Division all the time, yet William Tedder has been the only employee singled out and disciplined for his involvement in such a prank. The respondent was / asked to make inquiries and to investigate the matter and refer his recommendation to the utilities Accounts Manager, George Fasching. Although the respondent vehemently.expressed his opinion to Mr. Fasching, his supervisor that any action taken against Mr. Tedd~r would be outright retaliation. The City of Clearwater through its agents ignored State and Federal~Laws which prohibits discrimination and or retaliation. Mr. Tedder who had filed several E.E.O.C. . / charges for retaliation and who accumulated many documents to I .'~. I support his charges, was suspended without pay for two days on May 3rd and 4th, 1989. Mr. Tedder, grieved the matter with the union Loca] 379 of the CWA, and on September 27, 1989 the City of Clearwater withdrew its charges against Mr. Tedder and reimbursed him for two days pay. (Section 704 (a) of the Civil Rights Act of 1964 [42 USCS ~ 2000e-3 (a)] (See articles 1 thru 5 attached). In balancing the interest of the employee as a member of the general public and balancing the interest of the State as an employer let us apply CSR 14, sec. 1, para. (k) as it applies to this case. 1. Has the City or the Employee violated "any lawful and reasonable official regulation or order or failed to obey any lawful and reasonable direction made and given to him by his superior officer . One can only assume that the City had evaluated its position, recognized that it had retaliated against Mr. Tedder and rescinded its order. 2. Can this action be expected to lower morale in the department? ~ Certainly it can, because now Mr. Tedder can support another Charge of retaliation, complaining that the actions taken by the City of Clearwater, publicly embarrassed and humiliated him in front of his peers. 3. Can we say there was inconvenience or injury to the City or the Public? Certainly we can, if E.E.O.C. investigates the matter and finds cause for Mr. Tedder, the City will then have to defend a potential law suit and endure much public embarrassment. The respondent has presented ample evidence that the charges against him are a mere pretext to cover up his non-support of an unlawful disciplinary action. This statement is also supported by the City / Manager, removing the utilities Accounts Division from the supervision of Robert Brumback and placing it with Betty Deptula, the Director of Administrative Services, Finance. The respondent also requests along with relief to include section 6 (b). that an order to Dismiss be granted costs pursuant to F.S. 1987 120.59 I I .. " . I CERTIFICATE OF SERVICE I HEREBY CERTIFY that a true and correct copy of the foregoing (Motion for Dismissal) was mailed by regular United States Mail, postage prepaid this 10th day of October, 1989 to: Donald D. Conn, Hearing Officer Rita Garvey, Mayor City of Clearwater William Nunamaker, Commissioner City of Clearwater Richard Fitzgerald, Commissioner City of Clearwater Donald Winner, Commissioner City of Clearwater Lee R~gulski, Commissioner City of Clearwater Ron Rabun, City Manager City of Clearwater Miles Lance, Assistant City Attorney City of Clearwater City Clerks Office, Cit f rwater ..;.. STATE OF FLORIDA COUNTY OF ~ SS :' CITY ~ BEFORE ME, the undersigned authority, personally appeared (Roger C. Brennan), well known to me and known by me to be the person described in and who executed the foregoing instrument and acknowledged to and before me that he executed said instrument in the capacity and for the purpose therein expressed. WITNESS my hand and official seal this 10 day of ~ 1989 in the County and State first above written. ,I ~-~o NO~BLIC . MY COMMISSION EXPIRES: ,./ I , 1 l.." \ , ,~,.ay..~ StGIo aI~ ,., ~ IqUa ~ D."IM ....... n.a '.... .lIiIllI. ___ .... ~ / --'-- ~ I . ,. .SERVICE LIST .. Donald D. Conn Div. of Administrative Hearings The DeSoto Bldg. . I 1230 Apalachee Parkway Tallahassee, FI 32399-1550 Rita Garvey, Mayor City of Clearwater 112 Osceola Av. Clearwater, FI 34616 William Nunamaker, Commissioner City of Clearwater 112 Osceola Av. : Clearwater, Fl 34616 Richard Fitzgerald, Commissioner City of Clearwater 112 Osceola Av. . Clearwater, FI 34616- . Donald Winner, Commiss~oner City of Clearwater 112 Osceola Av. Clearwater, FI 34616 Lee Regulski, Commissioner City of Clearwater 112 Osceola Av. Clearwater, FI 34616 Ron Rabun, City Manager City of Clearwater 112 Osceola Av. Clearwater, FI 34616 ~ ~ Miles Lance, Assistant City Attorney City of Clearwater 112 Osceola AV. Clearwater, Fl 34616 Cyndie Goudeau City Clerk's Office City of ylearwater . .112 Osce6la Av. . I Clearwa~er, FI 34616 . ~ , ." ."'- .... -~~.,..... ........... ." . ..-"1 . . . - '. I -.. ____. hm___ _ _ ---- - .- - ------ , . .~~. . ". . f. . .. _,'. ,I '.-'" :.-,'-'~ '.,.-. ~ --".:.-.. -"--'.~ ,...--:..~--,;..~;. ~ ~ '.:, .' '&. . Communi'Catlons Workers of AmerlC3 AFL-GIO P.O. ~l149488 ,;:? Orlando, Florida 32814-9488 407 -894-9781 I ............................................................................................. . W.~VA,:; . r, ~-.I September 14, 1989 FROM: William .(Bill) Patterson CWA President Local 3179 ~mas.A. Diekman W:~:, Representative Mark. Tedder Gr}evance TO: RE: Bill, Rice. I discussed the attached letter with both Tedder and -.... ... Tedder agreed to sign it. , Rice agreed, when she received the signed letter, to remove his suspension and points and pay the time. I think we have a winner here. Regards. TAD-hjm opeiu #2 / Encloshre ;f;.'i: . I: cc: Gene Head -iI ~ '. .. I I ~ ~ _ _ ._'__._._._._____.____:u.=--_.,..~,.. .;'_'__~'''''~';'_oU.'_'''';_;.___..:... ::_._. ,~, 1 .. .' J .I..... r. I September 18, 1989 Ms. Kathy S. Rice Assistant City Manager City of Clearwater P. o. Box 4748 Clearwater, FL 34618-4748 Dear Ms. Rice: . This letter is to try and explain my involvement in a situation that resulted in my suspension in May 1989. Because of numerous incidents there was Imlch tension ~n our office. On March 4, 1989, I played a prank on Pat Meri.. It was intended to break this tensio}1. To me, it was, at that time, funny. I had Ms. Meri sign a blank inter-office cormumicatidns form, ~en typed a note aOOve her signature. This was done si..nply as a' joke and no~ intended to cause any problems for either Ms. Meri or myself. The incident was blown out of proportion. There. were several interviews conducted by various people and many questions as~ed.. of many people. On March 21, 1989, I was interviewed by Mr. E.J. Robinson. During th3.t session I tried to answer each question asked in an honest manner. However, I did not admit to preparing a document shown to me by Mr. Robinson. I did admit to preparing a note over ~1s. Meri' s signature as a joke. In retrospect, that the City prank, lightly. I wish new that I had not played this prank. I al so regret fel t I was taking their interview process, concerning this I realize it's important to co-operate fully in work related investigations so any action that may result would be fair and reasonable. I recognize that there needs to be a management team to identify problems, provide , direction and to wake the final decision in the work place. I'C understand the need. for all errployees of the City, to carry out management directives to complete their assigned tasks. I hope this letter is the end of this incident. 1Ii;tiL .. cc :Wn. (Bill) Patterson . Thanas A. Diekman .. . .. . f: I I I:. , t. ~ I ". I CITY OF CLEARWATER Interdepartment Correspondence Sheet TO: Dan I::eignan, Assistant Director of Administrative Services/Finance K~thy S. Rice, Ass~stant City Manager/Administration & 1<i>~.- Clty Manager I s Deslgnee _ f'. . COPIES: William M. Tedder, Accounting Clerk I William C. Baker, Public Works Director Robert M. Brumback, Assistant Utilities Director/Utilities H. Michael Laursen, Personnel Director E.J. Robinson, Affirmative Action Officer Miles Lance, Assistant City Attorney ERCM: , , , SUB.:JEX:r: Restoration of Two Day's pay--William M. Tedder ~: September 27, 1989 . Pursuant to the resolution of the above referenced grievance, as agreed by the City and the CWA, the two day suspension without pay imposed on William M. Tedder on May 3 and 4, 1989, has been resciiided . 'cO Please coordinate the necessary paperwork with the Public Works I::epartrnent to restore the two days' pay to Mr. Tedder as soon as possible. \ By copy of this same merro to Affirmative Action, the Affirmative Action Office is directed to remove the 20 disciplinary action points assessed to Mr. Tedder for this suspension. KSR/deb I ,I ~ I J '\".",. I CITY OF CLEARWATER Interdepartment Correspondence Sheet '. ERa.t: TO: William. M. Tedder, Accounting Clerk I OJPIES : ~ DATE: . , II /,1 Kathy S.~- Rice, Assistant City Manager/Administration & City Manager's Designee Ron H. - Rabun, City Manager Charles A. Hunsicker, Assistant City Manager/Operations H. Michael Laursen, Personnel Director E.J. RObinson, Affirmative Action Officer Miles Lance, Assistant City Attorney William C. Baker, Public Works Director Robert M. Brumback, Assistant: Public Works Director;tJtilities William Patterson, ~ President, Local #3179 Thomas A. Diekman, .~ Representative , " Wi thdr awa 1 of Grievance #890508.lmt September 27, 1989 ,. . On May 3 and 4, 1989, you served a two day suspension wi thout pay. This suspension was based on an incident in which you were involved in a prank~n a co-worker in the Utilities Office and the official investigation that followed by the City's Affirmative Action Officer. After conversations with 0iIA and your Department Director ,it . was determihed that the Ci ty will rescind the two day suspension. My office will initiate the necessary paperwork to Payroll to reimburse you for two days pay for May 3 and 4, 1989, and any disciplinary points assessed for the suspension will be withdrawn. ~s~~ . '. ... Kathy S. Rlce, Asslstant Clty MBnager/Adminlstratlon & City Manager's Designee KSR/deb . .. . / /; . . I r..-::;~' -.....-"".~;. :";".~~;"""~:::--:-.~'~.;":;:~-~~~'~'''''',:,,;,"<:'-''~~'';'7''0':-;:, ,'. :.~'"3.''T'''''-!-:::--;::-7'?",~-:,",-.::' ..-, c.:::?,~."t~.,.~~"7"'7::'" .,~~c".~.,_~.'.>~ ;t::0:.:~;~,.~.~:,,~~;::,t~j;~ J ,. \'~" CIT'II OF CLEARWATER Inte;~epartment Correspondence' Sheet p.:".' l~~<j 10: Department and Division Heads FROM: H. M. Laursen and E. J. Robinson COPIES: City Manager aQd Assistant City Managers SUBJECT: Affirmative Action Pol icy and Program DATE: January 15, 1987 By the official adoption and administration of affirmative action policies and programs, the City of Clearwater has implemented its policy to provide equal employment oppor- tunity for all persons on the basis of their merit and fitness. Copies of the Declaration of Policy and Affirmative Action Program have been previously distributed to departments. If a copy of this policy is not posted on each of your bUlletin"boards, one should be posted. The continued success of our equal employment opportunity program require9 continuing ~ol11Tlitment with visible manifestations of that commitment by all managers, supervisors and employees. €~.:-... >;... ;l. .:...... ...~. The signature of Anthony L. Shoemaker, City Manager, on the Declaration of Policy establishes the total commitment of the administration'to equal employment opportunity. It would be appropriate for each department director to again review the Affirmative Action Program and pledge their commitment to the Program's objectives while monitoring those persons under their jurisdiction for complia~ce. ~~ Action Officer .. /I Ii C) djs '--e , # 1 ~~"~'.":.'!~0'.-;',4~'~.';:"-\~~-~.;.~~~~~,~~1~.~~~~~_~~~,~'?"-::,~,~""~~,~~~~-;-"~_-:-~~.",~;~~,,-::-:':"',,,":-~:~-~_~,,~::,,,_:!oL ,_ i ",:,-::.' :-'~~l""' :':.f ~::":'~':;'..-.::"".~~~-__.;....:.....:.:.~~';:. I ,I,..... I . ~I'''.' c?:) ....,-:.;..:..; CITY OF CLEARWATER DECLARATION OF POLICY ON OPPORTUNITY EiMPLOYiMENT AND AFFIRMATIVE ACTION EQUAL The dearwater City Commission:, the dearwater Civil Service Board and the City Manager are committed to the concept of equal employment opportunity as a fundamental element of the City's civil service and personnel systems. In afflrnlation of this commitment, it is declared that the policy of the City of dearwater is: ~.?:1 ~~~~~':::'J ~.. 1. To prohibit discrimination in employment, employee development or employment advancement because of religious or political opinions or afflliaclons, race, color, national origin, sex, age, physical handicap or other non-merit factor except where such factor is a bona fide occupational qualification or is required by state and/or federal law. 2. To insure equal employment opportunities for all persons based solely on their qualifications when seeking employment and on the basis of their merit and fitness when employed. 3. 'ro promote and achieve equal employment opportunity through the development and continuous administration of an Afflf"mative Action Program as a: , a. Tool for implementing prograins for h~g minorities and women; b. Yardstick for .setting goals and timetables for,!TIeasuring success or failure in reaching established g~alSj-~ c. Conscious, deliberate and dynamic commitment to results- oriented programs which. will accelerate fuller utilization and development of previously under-utilized human re- sources. 4. To inform all officials and employees of the City of dearwater, as well as employee and labor organizations, contractors, vendors, employment agencies and other organizations dealing with the City of this Policy. This co~itment and policy will be supported by positive practices and practical efforts to insure equal opportunity employment for the employment disadvantaged both in securing municipal employment and promotional opportunities at all levels. The City Manager shall appoint or designate an AffIrmative Action Officer to direct the Program and to interpret the policies and goals of the program to manage- mployees and to other groups and agencies. G'~ . . ~ . ; '.' .,:--.1 , " ~ . '.~ ,. ., I I 2 -_.._.,.-.~---- -,._- ,.-- .'.....,..- --~',. --.,-',. ~ --.~. .'~...~.'-. .:..;.: .-', -.;. ---..<--- I ..,.... C I T Y 10 F C LEA R W ATE R Interdepartment Correspondence" Sheet ,,' ........... (1 '<.:..,~: TO: Department and Division Heads E. J. Robinson, Affirmat;~ficer G. B. Weimer, H~ oM. Laursen FROM: COPIES: SUBJECT: Documentation - Employee's Perfonnance DATE: January 15, 198~ Supervisors have a serious responsibility when supervising employees and not just because of affinnative action. It must be realized that employees have rights which when exercised could bring an EEOC charge, grievance or appeal action taken against the City. In most cases, our ability to defend our position or action depends on the actions of supervision. Therefore, appropriate documentation with precise and clear infonnation many times is the key to the City1s defense. The importance of documentation cannot be over- emphasized. rS~~i ~.:::>. Documentation is the Supervisor1s Responsibility and Key Line of Defense: Many charges of discrimination filed with the Equal Employment Opportunity Commission are upheld simply because the employee making t~e complaint~presents a carefully documented record of each alleged act of discriminatioh while the imployer or the employer's representative offers no documentation. Instead, the employer's only defense against the charge is the super- visor1s hazy recollection of what might have happened weeks or even months earlier. Faced with a carefully documented complaint on the one hand, and a vague, uncertain rebuttal on the other, the EEOC has little choice but to conclude" that "reasonable cause exists to believe that employer engaged in an unlawful, employment practice." It is easy to see, then, why documentation is such a vital responsibility. Not only does proper documentation help in the above situation, it can also become an important item when an employee files a grievance under the provisions of Civil Service or one of the contracts. For these reasons, documentation is very important. . ..: What it is and How it Helps: Documentation means writing a description of any incident that might reflect negatively or positively upon an employee1s job performance. While it involves some extra time and effort, collected documentation is invaluable in helping supervisors and directors make the tough decisions involving promotions or recommendations for disciplinary action or discharge. And after the decision is made, collected docu- mentation serves to back it up. The six key ways to produce effective, nondiscriminatory documentation are: 1. COMMUNICATE. You may know that documentation can be a great help to both you and employees, but that is not enough. If you want it to be successful, make certain employees know it too. Tell them what documentation is and how it is going to work. Explain that you keep a record of every aspect of each employee1s job perfonnance and anything that seems to affect it positively or negatively. Tell them you are interested only in har,d facts that will insure the absolute impartiality of future evaluations and promotions/as well as any disciplinary actions or discharges and, most important, explain privately to the effected employee every entry that is made into his or her personnel file. Do not keep it secret from the employee. Finally, make sure that you direct this kind of communication to all employees. G...:~'.. .'-'.. ..-.", 4J " f" . ... / / 21 . --_....-.........-.--...-.........~- i . . I .,...... i .,...... '':'' . ~ .----.~-....._l_._ "C , Documentation - Employee's Performance ~ Page 2 I. \. 2. PUT IT IN WRITING. Describe every incident involving any employee __ black, white, male, female, old, young -- that reflects positively or negatively upon that employee's performance. It is critically important to include all employees in the process of documentation. Documenting only minority or female employees is in itself a discriminatory act and undermines the legitimacy of the facts collected in the documentation. For each incident you document, be specific about when it happened (date and time), where it happened, and what happened.. Describe the event as simply, factually, and objectively as possible. 3. BE SELECTIVE. Most supervisors readily recognize outstanding performance. But, incidents of a negative nature present a greater challenge. The trick is to dis- tinguish between the small but significant incident and one that might fall into the category of "nitpicking." For example, in most organizations, getting to work even five minutes late is a definite infraction. Coming back from a lunch hour five minutes late, however, may not be considered as serious unless it is a chronic problem. To help decide which incidents are important, consider such factors as past practice, department or division policy, and whethe~ or not you are demanding the same standards of all employees. . # C.... \ . ~.,. - :~:....., ....-., --- 4. BE OBJECTIVE. All documentation should be based upon objective standards of behavior applied objectively to all employees. In other words, performance should be evaluated according to the demands and standards of the job, not according to the demands and standards of your personal tastes or preferences. ,~or example, is Alice really uncooperative or do you find it hard to accept the idea of a woman doing a"man's work"? Is Tom really hostile or do you react personally to his afro? Does Sam lack initiative or do you identify older workers with a lack of aggressiveness? A supervisor can express discriminatory feelings in two ways: First, by overt hostile behavior toward minority or female employees, and second, indirectly by implication. S. ACT PROMPTLY. Put the facts in writing as soon as possible while your memory of the incident is still fresh. 6. TELL THE EMPLOYEE WHAT YOU HAVE WRITTEN. If your documentation is objective and fair, most employees will accept it even if they do not like it. If they say it is unfair or inaccurate, do not let yourself be pulled into a personal argument. Instead, ask them for their version of what happened and include some of their remarks in the documentation. Because of the seriousness of documentation, some form of disciplinary action may be considered for those who willfully neglect to provide timely and clear documentation when it is necessary. " If you need' assistance or clarification in regard to the above, please contact E. J. Robinson, Affirmative Action Officer or Janice King, Affirmative Action Aide. djs c.....'.... .'1 . .; . . I 22