Margaret Wright, Complainant,v.Paul H. O'Neill, Secretary, Department of the Treasury (Internal Revenue Service), Agency.

Equal Employment Opportunity CommissionJun 14, 2002
01A10575 (E.E.O.C. Jun. 14, 2002)

01A10575

06-14-2002

Margaret Wright, Complainant, v. Paul H. O'Neill, Secretary, Department of the Treasury (Internal Revenue Service), Agency.


Margaret Wright v. Department of the Treasury

01A10575

June 14, 2002

.

Margaret Wright,

Complainant,

v.

Paul H. O'Neill,

Secretary,

Department of the Treasury

(Internal Revenue Service),

Agency.

Appeal No. 01A10575

Agency No. TD-97-4186TR

DECISION

Margaret Wright (complainant) timely initiated an appeal from a final

agency decision (FAD) concerning her complaint of unlawful employment

discrimination in violation of Section 501 of the Rehabilitation Act

of 1973 (Rehabilitation Act), as amended, 29 U.S.C. � 791 et seq.

The appeal is accepted pursuant to 29 C.F.R. � 1614.405. For the

following reasons, the Commission AFFIRMS the agency's final decision.

The record reveals that during the relevant time, complainant was employed

as a Tax Technician at the agency's Los Angeles District Office facility.

Complainant sought EEO counseling and subsequently filed a formal

complaint on April 25, 1997, alleging that she was discriminated against

on the bases of disability (multiple sclerosis, diabetes, stress/emotional

breakdown) and reprisal for prior EEO activity when:

(1) the agency initiated action to collect a salary overpayment in excess

of $15,000 due to complainant's receipt of 1,280 hours of �Continuation

of Pay� from June 10, 1996 - January 17, 1997;

the agency required her to submit medical documentation by February 24,

1997, to verify her continued incapacitation to return to work or face

removal action.<1>

At the conclusion of the investigation, complainant was informed of

her right to request a hearing before an EEOC Administrative Judge or

alternatively, to receive a final decision by the agency. Complainant

requested that the agency issue a final decision.

In its FAD, the agency dismissed Issue 1, noting that because the agency

granted complainant's request for a waiver of the overpayment, this

issue was moot. Turning to Issue 2, the agency found that complainant

failed to show that she is a qualified individual with a disability.

In so finding, the agency noted that complainant failed to establish that

she has an impairment which substantially limits a major life activity,

or that she had a record or was regarded as having such an impairment.

The agency concluded that even assuming complainant was a qualified

individual with a disability, she failed to establish that she

was subjected to discrimination in that at least four non-disabled

employees were required to submit medical documentation during the

time in question. Finally, the agency noted that the agency provided

a legitimate non-discriminatory reason for its actions, namely, that

complainant had been absent for 7 months and had submitted no medical

documentation to substantiate her absences.

Complainant raises no contentions on appeal. The agency requests that

we affirm its FAD.

Although the agency eventually dismissed Issue 1 on procedural grounds,

it first conducted an investigation into this claim. Accordingly,

while we note that the agency may have improperly dismissed the issue

as moot, the investigative report provides sufficient information to

allow a decision on the merits of the issue. Applying the standards set

forth in McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973); Prewitt

v. United States Postal Service, 662 F.2d 292, 310 (5th Cir. 1981);

and Hochstadt v. Worcester Foundation for Experimental Biology, Inc.,

425 F. Supp. 318, 324 (D. Mass.), aff'd, 545 F.2d 222 (1st Cir. 1976)

(applying McDonnell Douglas to reprisal cases), the Commission finds

that complainant failed to establish by a preponderance of the evidence

that she was subjected to discrimination or retaliation when the agency

initiated a collection action for salary overpayment. Agency officials

testified that complainant received the same information that other

employees received when there was a possible overpayment issue stemming

from a denial of an Office of Worker's Compensation claim. Complainant

offered no evidence to establish that the agency took any actions

involving the overpayment/collection situation due to her disability

or prior EEO activity. Although complainant contends that the agency

attempted to deprive her of information that would have allowed her to

rectify the overpayment/collection issue, the record establishes that

the agency made certain individuals available to complainant to answer

her questions. Accordingly, as there is no evidence that the agency's

actions were motivated by complainant's membership in a protected group,

we find that complainant failed to establish that she was subjected to

discrimination or retaliation in regard to Issue 1.

Furthermore, even assuming complainant is a qualified individual with a

disability, she failed to establish that the agency discriminated against

her or subjected her to retaliation when it asked that she submit medical

documentation to substantiate her continued absence. The record indicates

that at the time of this request, complainant had been absent for over

7 months. Commission guidance establishes that if an employee's request

for leave does not specify an exact or fairly specific return date or if

the employee needs continued leave beyond what was originally granted,

the agency may require the employee to provide periodic updates on her

condition and possible date of return. See EEOC Enforcement Guidance

on Disability-Related Inquiries and Medical Examinations of Employees

Under the Americans with Disabilities Act (ADA), EEOC Notice 915.002

(July 27, 2000), at question 16.<2>

Here, although complainant contends that she provided medical

documentation throughout her career at the agency when requesting

accommodations, the record establishes that when she began her period

of extended leave in June 1996, she did not provide the agency with

any information detailing when she would be able to return, nor

did she request a particular amount of leave. The agency was not,

therefore, violating the Rehabilitation Act when, after a 7 month

absence, it requested that complainant provide medical documentation

substantiating her absences and indicating a possible return date.

Furthermore, complainant failed to provide any evidence to indicate that

this request was motivated by her prior EEO activity, rather than the

agency's legitimate need to receive information concerning complainant's

ability to return to work in the future.

It appears from the record that complainant also intended to allege

that the agency's request for medical documentation substantiating

her continued absence caused her to resign because it informed her

that failure to provide the necessary documentation could lead to

her removal. Complainant alleged that this �forced resignation� was a

discriminatory action on the agency's part. A review of the letter in

question reveals that complainant was told that if she failed to provide

medical information substantiating her incapacitation from duty, the

agency would direct her to return to work on February 24, 1997 and that

if she did not do so, steps to initiate her removal would be proposed.

As noted above, the agency did not violate the Rehabilitation Act when

it asked complainant to provide medical documentation to substantiate

her continued absence from work. Nor does the fact that the agency

chose to explain the consequences of not providing this information

establish a violation of the Act. Complainant makes much of the fact

that the agency �threatened� to remove her before she had been absent

for one year, despite the fact that the agency's written policy allows

employees to remain in a non-pay status up to one year. We note, however,

that the agency merely informed complainant that her failure to provide

medical documentation substantiating her incapacitation for duty or, in

the alternative, return to work, would lead to the need to remove her.

There is nothing improper about the agency's action in this regard, as

an agency is permitted to request medical documentation from employees

in this situation and is not required to provide an accommodation,

such as leave, if an employee refuses to provide the relevant medical

documentation. See EEOC Guidance on Reasonable Accommodation and

Undue Hardship Under the Americans with Disabilities Act (Reasonable

Accommodation Guidance), EEOC Notice No. 915.002 (March 1999), at question

6. Moreover, complainant failed to provide any evidence that the agency

informed her of this policy out of a discriminatory animus. The fact that

complainant chose to resign rather than provide the requested information,

does not render the agency's actions discriminatory.

As a final matter, we note that the agency also informed complainant that

employees could be separated from employment after a one year period in a

non-pay status and that if her employment situation remained unresolved

at the end that one year period (June 1997), the agency would commence

the steps necessary to begin the separation process. We remind the agency

that when dealing with a qualified individual with a disability the agency

is required to modify this type of �no fault� leave policy under which

employees are automatically terminated after they have been on leave for

a certain period of time, unless it can show that: (1) there is another

effective accommodation that would enable the person to perform the

essential functions of his/her position, or (2) granting additional leave

would cause an undue hardship. See Reasonable Accommodation Guidance,

at question 17. In the case at hand, complainant did not allege that

the agency denied her a reasonable accommodation by failing to modify its

leave policy. Nor is there any evidence that complainant requested or was

denied additional leave, or any other type of reasonable accommodation.

As noted above, complainant refused to provide medical documentation to

substantiate her continued absence and, instead, chose to resign.

Therefore, after a careful review of the record, including complainant's

contentions on appeal, the agency's response, and arguments and evidence

not specifically addressed in this decision, we affirm the FAD.

STATEMENT OF RIGHTS - ON APPEAL

RECONSIDERATION (M0701)

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 19848,

Washington, D.C. 20036. 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 (S0900)

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 (Z1199)

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 that the Court appoint

an attorney to represent you and that the Court 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 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

June 14, 2002

Date

1 Complainant's complaint raised three

allegations, all of which were initially dismissed by the agency on

August 20, 1997. The Commission affirmed the dismissal of one issue,

but remanded the above issues for investigation. See Wright v. Department

of the Treasury, EEOC Appeal No. 01980009 (August 21, 1998).

2The Rehabilitation Act was amended in 1992 to apply the standards in

the Americans with Disabilities Act (ADA) to complaints of discrimination

by federal employees or applicants for employment.