Summary
In Lynch v. Department of Public Welfare, 30 Pa. Commw. 235, 373 A.2d 469 (1977), we noted that a claim of discrimination is inextricably linked to the issue of comparative merit qualifications; one method of proving intent to discriminate is to show that the appointing authority considered non-merit factors in promoting a lesser qualified applicant.
Summary of this case from Butler v. St. Civil Service CommOpinion
Argued February 3, 1977
May 18, 1977.
Civil service — Qualification for promotion — Sex discrimination — Civil Service Act, Act 1941, August 5, P.L. 752 — Right of appeal — Relevance of qualifications of candidates for promotion where sex discrimination charged — Pennsylvania Human Relations Act, Act 1955, October 27, P.L. 744.
1. The Civil Service Act, Act 1941, August 5, P.L. 752. requires that procedures for promotion in the classified service be consistent with a policy of the promotion of the best qualified persons. [237]
2. Under the Civil Service Act, Act 1941, August 5, P.L. 752, non-merit factors cannot be employed in awarding promotions, and to discriminate because of sex in making promotions is the utilization of a non-merit factor. [237-8]
3. The Civil Service Act, Act 1941, August 5, P.L. 752, provides for no appeal from action of an appointing authority denying an individual a promotion on the ground that such promotion was awarded to a less qualified employe. [238-9]
4. In determining whether a classified employe was denied a promotion because of sex discrimination, the relative qualifications of the individual promoted and the complaining party are relevant. [239]
5. In matters of promotion the issue of sex discrimination is inextricably tied to the issue of the comparative qualifications of the individuals involved, and one way to establish an intent to discriminate in the promotion action is to establish that the less qualified person was promoted by the appointing authority. [239-40]
6. Under the Pennsylvania Human Relations Act, Act 1955, October 27, P.L. 744, it is unlawful to discriminate against any individual because of sex with respect to conditions, terms or privileges of employment if that individual is the best qualified to perform the services required. [241]
Argued February 3, 1977, before Judges CRUMLISH, JR., WILKINSON, JR. and MERCER, sitting as a panel of three.
Appeal, No. 788 C.D. 1976, from the Order of the State Civil Service Commission in case of Diana M. Lynch v. Department of Public Welfare, No. 1787.
Action of appointing authority denying promotion appealed to the State Civil Service Commission. Appeal dismissed. Employe appealed to the Commonwealth Court of Pennsylvania. Held: Decision set aside. Case remanded.
Bruce E. Endy, with him Leonard Spear, and Meranze, Katz, Spear Wilderman, for appellant.
Joseph F. Strain, with him Cecil Maidman, Deputy Attorney General, Michael von Moschzisker, Deputy Attorney General, and Robert P. Kane, Attorney General, for appellee.
This is an appeal by Diana M. Lynch (Appellant) from an adjudication of the State Civil Service Commission (Commission) dismissing her appeal from the denial of a promotion, which denial she alleged was motivated by sex discrimination. The issue is whether the Commission committed an error of law by refusing to hear testimony on the relative qualifications of Appellant and the person who was chosen for the position. We hold that it did, and reverse and remand.
Since May 9, 1974, Appellant has been a Claims Settlement Agent I in the Social and Rehabilitative Services Unit of the Department of Public Welfare (DPW) in Philadelphia, having previously worked for three and a half years for DPW through the Delaware County Board of Assistance. On October 14, 1975, Appellant's supervisor (Supervisor) posted a notice of job vacancy for the position of Claims Settlement Agent II. Appellant was among five persons who applied for the position; one of the five, Frederick Gottfried, who had almost two years more experience than Appellant in the position of Claims Settlement Agent I, was chosen for the promotion.
Appellant appealed to the Commission under subsections (a) and (b) of Section 951 of the Civil Service Act (Act) on two grounds. First, she alleged that she was better qualified for the vacant position than Gottfried and that his promotion therefore violated certain DPW regulations which provide that promotions under Section 501 of the Act "must be demonstrably consistent with promotion of the best qualified personnel" and that in ranking and evaluating applicants for promotion, the criteria would include, inter alia, "specific qualifications equated to the vacant position" and "efforts at self-improvement." Second, she contended that she was denied the promotion because of her sex, a non-merit factor, in violation of Section 905.1 of the Act, which provides:
Act of August 5, 1941, P.L. 752, as amended, 71 P. S. § 741.951.
Sections 8231.5 and 8231.6 of the DPW Manual.
71 P. S. § 741.501. The section provides, in pertinent part:
The Commission . . . may permit promotions to be accomplished by any one of the following plans: . . . (3) by promotion based upon meritorious service and seniority to be accomplished by appointment without examination, if (i) the person has completed his probationary period in the next lower position, (ii) he meets the minimum requirements for the higher position, and (iii) he receives the unqualified recommendation of both his immediate superior and the appointing authority of his department or agency.
71 P. S. § 741-905a.
No officer or employee of the Commonwealth shall discriminate against any person in . . . promotion . . . because of . . . non-merit factors.
At the Commission hearing, Appellant's counsel repeatedly attempted to introduce testimony relative to the qualifications of Appellant and Gottfried, but the Acting Chairman (Chairman) refused to admit it. The Chairman stated — and DPW now argues — that although Appellant has a right to appeal to the Commission under subsection (b) of Section 951, she has no appeal right under subsection (a), and that therefore the sole issue properly before the Commission was that of discrimination, and that the qualifications of the applicants had no relevance to that issue. The two subsections read, in part, as follows:
(a) Any regular employe in the classified service may, within twenty calendar days of receipt of notice from the appointing authority appeal to the commission [a]ny permanent separation, suspension for cause, furlough or demotion on the grounds that such action has been taken in his case in violation of the provisions of this act. . . .
(b) Any person who is aggrieved by an alleged violation of section 905.1 of this act may appeal in writing to the commission within twenty calendar days of the alleged violation. . . .
We agree with DPW that Appellant has no right to appeal her non-promotion on the sole basis of her being better qualified. Section 951(a) provides for appeals based upon a violation of any provision of the Act, including, presumably, Section 501, but limits the types of personnel actions from which appeals may be taken to permanent separation, suspension for cause, furlough and demotion. Since the action here does not fall within one of those categories, Appellant has no right of appeal under subsection (a); thus, her assertion that the promotion of the other applicant violated Section 501 of the Act because she was better qualified is not a separate ground for appeal. To that extent, the Commission did not err.
Subsection (b), however, does not restrict the type of personnel actions from which appeals may be taken, though it does limit the ground for appeal to violation of Section 905.1 (anti-discrimination section). Thus, the question remains whether Appellant is entitled to demonstrate her superior qualifications in support of her contention of discrimination.
The Commission apparently considered applicants relative qualifications of some importance since, although it limited the theory of the appeal to discrimination, it found, in Finding of Fact No. 18, that "the strengths and weaknesses of all the applicants for the position of Claims Settlement Agent II were considered" and wrote in its adjudication that Gottfried has been awarded the promotion because "[h]is strengths were judged greater by his supervisor. . . ." At the hearing, the Supervisor testified that he had considered the "merits" of the various applicants and had analyzed their relative strengths and weaknesses; yet when on cross-examination Appellant's counsel asked the Supervisor specifically to explain those strengths and weaknesses, the Chairman repeatedly sustained objections by DPW's counsel and, in apparent contradiction to the statements in the adjudication, instructed Appellant's counsel that the question was not relevant to the discrimination issue. Her counsel argued before the Commission, and repeats in Appellant's brief, that a sex discrimination charge can be sustained by proof of the subjective intent of the alleged discriminator, and that one way to prove intent to discriminate in this case is to show that the appointing authority promoted the less qualified applicant. We agree.
The Supervisor testified that he made a "detailed analysis" of the applicants' qualifications and, finding them to be fairly even, made his choice on the basis of seniority.
In Mawn v. State Civil Service Commission, 17 Pa. Commw. 9, 330 A.2d 271 (1975), wherein the sole allegation was that of discrimination, we held that, in refusing to permit inquiry into a state employee's motives in blocking a promotion, the Commission had taken too restrictive a view of the nature of the proceeding before it. In remanding for a new hearing, we stated:
[A]t the hearing below certain members of the Commission exhibited an unseemly truculence and improper impatience with the appellant's counsel's efforts to present his case. We are fully aware of the Commission's burdensome caseload and of the andesirability of repetitious questioning. However, fundamental fairness requires that counsel for employes contending that they have been the subjects of discrimination, an activity always difficult to prove, should be given wide latitude in cross-examination. Since it is not to be expected that employers will admit to unlawful bias, cases of this kind must more often than not rest on inferences drawn from acts and the credibility of the explanations assertedly justifying them.
17 Pa. Commw. at 14, 330 A.2d at 274. This language effectively governs the instant case.
In matters of promotion, the issue of discrimination is inextricably tied to the question of qualifications. If, of several applicants for a position, the appointing authority chooses someone other than the best qualified person, the inference is strong, if not irresistible, that he was motivated by some non-merit factor. While we do not pass upon the merits of Appellant's claim, we conclude that she must be given the opportunity to present evidence from which the inference of discrimination might be drawn. The evidence Appellant sought to introduce was clearly relevant to the inquiry, and the Commission erred in refusing to hear it.
We find support for our holding herein in our decisions interpreting Section 5(a) of the Pennsylvania Human Relations Act, Act of October 27, 1955, P.L. 744, as amended, 43 P. S. § 955 (a), which declares it an unlawful discriminatory practice for any employer to discriminate against any individual because of sex "with respect to compensation, hire, tenure, terms, conditions or privileges of employment, if the individual is the best able and most competent to perform the services required." (Emphasis added.) We think that the emphasized portion of Section 5(a) does no more than incorporate that which logic makes obvious, namely, that unless an individual is the best qualified for a position, he cannot claim that, in being denied the position, he was the victim of sex discrimination. In General Electric Corp. v. Pennsylvania Human Relations Commission, ___ Pa. ___, 365 A.2d 649 (1976), our Supreme Court held that the employer has the burden of proving that the complainant is not the "best able and most competent to perform the services required," thereby reversing our holding, found at 18 Pa. Commw. 316, 334 A.2d at 817 (1975), that the burden was upon the complainant to prove his superior qualifications. Although there was disagreement on the issue of the burden of proof, both our opinion and that of the Supreme Court make clear that the question of applicants' relative qualifications and abilities is of pivotal importance to the issue of sex discrimination.
Accordingly, we
ORDER
AND NOW, this 18th day of May, 1977, the decision of the State Civil Service Commission is set aside and the case remanded for a new hearing consistent with this opinion.