Wayne L. Louie, Complainant,v.Timothy F. Geithner, Secretary, Department of the Treasury, (Internal Revenue Service), Agency.

Equal Employment Opportunity CommissionJan 13, 2010
0120093128 (E.E.O.C. Jan. 13, 2010)

0120093128

01-13-2010

Wayne L. Louie, Complainant, v. Timothy F. Geithner, Secretary, Department of the Treasury, (Internal Revenue Service), Agency.


Wayne L. Louie,

Complainant,

v.

Timothy F. Geithner,

Secretary,

Department of the Treasury,

(Internal Revenue Service),

Agency.

Appeal No. 0120093128

Hearing No. 480200800626X

Agency No. EEODFS060046F

DECISION

On July 22, 2009, complainant filed an appeal with the Equal Employment

Opportunity Commission (EEOC or Commission) from the agency's June 24,

2009 final order concerning his equal employment opportunity (EEO)

complaint alleging employment discrimination in violation of Title VII

of the Civil Rights Act of 1964 (Title VII), as amended, 42 U.S.C. �

2000e et seq. The appeal is deemed timely and is accepted pursuant to

29 C.F.R. � 1614.405(a).

ISSUES PRESENTED

Whether complainant was subjected to harassment due to hostile work

environment on the basis of reprisal, when:

1. since February 3, 2006, he has had to engage in check-in/check-out

procedure every time he conducted union business;1

2. on March 14, 2006, he was placed on absent without leave (AWOL)

status for failing to follow the check-in/check-out procedure;

3. on or about April 28, 2006, his designated representative, an attorney

and agency employee, was denied official time to represent him in his

complaint;

4. on or about July 17, 2006, management interfered with a conversation

he had, while on break, about filing an appeal with the U.S. Court of

Appeals; thereafter his manager accused him of taking multiple breaks;

5. on an unspecified date in 2006, he was denied counseling from his

representative;2

6. on an unspecified date in 2006 he was put on leave without pay; and

7. on November 20, 2006, his access to Internal Revenue Service (IRS)

internet was removed.

BACKGROUND

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

as an Internal Revenue Agent at the agency's Internal Revenue Service

facility in Glendale, California.

He filed a complaint on or about May 4, 2006, as amended, alleging the

above claims. The agency conducted an investigation, and complainant

requested a hearing before an EEOC Administrative Judge (AJ). The AJ

made a decision without a hearing. She procedurally dismissed claims 1

and 6, and found no discrimination on the remaining claims. The agency

then issued a final order implementing the AJ's decision.

On claim 1, the AJ found that complainant filed a grievance prior

to filing his EEO complaint on being required to check-in/check-out.

The union invoked arbitration on February 23, 2006. In finding that the

collective bargaining agreement (CBA) allows claims of discrimination, the

AJ relied on complainant's statement in his deposition that an individual

may file a grievance through the union alleging discrimination.

The AJ found no discrimination on claim 2 because the record showed

complainant was not charged AWOL on March 14, 2006, and he had no

evidence to the contrary. Agency time keeping records show complainant

was designated as being on union time that day.

Turning to claim 3, the AJ found that complainant's request for his

representative to receive official time was not substantiated because the

record contained no documentation supporting the claim. The AJ noted that

the portion of the investigative file cited by complainant to support the

claim was unrelated to official time. Complainant submitted voluminous

papers for inclusion in the investigative file. Upon a close review

of the record, we found the supporting documentation at investigative

file (IF) pp. 344--347. Specifically, by email dated April 24, 2006,

complainant's representative requested six hours of official time

to assist complaint in preparing and filing a formal complaint.3 He

explained that this time included collecting information for a future

EEO investigation and hearing and writing a legal brief. On April 28,

2006, the representative's supervisor approved only three hours of

official time, finding that was sufficient to prepare the complaint

and no brief was yet required. The representative claims that he spent

over nine hours preparing the complaint and brief. The only claim in

the complaint filed on May 4, 2006, was claim 1.

In finding no discrimination on claim 4, the AJ pointed to undisputed

evidence that the manager who interrupted the conversation was not

complainant's manager, and he accused complainant's representative of

taking multiple breaks, not complainant. Complainant conceded that he

was allowed to finish his conversation. IR, p. 136.

Regarding claim 6, the record shows complainant was placed on LWOP

on November 13, 2006, because he was suspended that day. The AJ

dismissed claim 6 on the grounds that complainant filed a grievance on

the suspension.

In finding no discrimination on claim 7, the AJ pointed to undisputed

evidence that employees who are suspended automatically lose access to

the IRS internet service, and once complainant notified management it

promptly moved to get it restored. The service was promptly restored.

On appeal, on claim 1, complainant argues that the union invoked the

grievance process, not him. On claim 2, complainant claims he was

threatened with and placed on AWOL. On claim 3, he now accurately

points to the portion of the record relevant to the claim. On claim 4,

complainant avers he was denied time with his representative. On claim 6,

complainant does not refer to the AJ's finding, rather, he now indicates

it regards him being threatened with three days of LWOP in connection

with an August 28, 2007, letter proposing to suspend him for three days.

On claim 7, complainant argues that the delay in restoring his access

to the IRS internet was unreasonable.

Complainant also writes that he filed a subsequent complaint, that it

is in the discovery stage, and asks that it be consolidated with the

complaint before us. In opposition to the appeal, the agency argues

that its final order should be affirmed.

ANALYSIS AND FINDINGS

EEOC Regulation 29 C.F.R. �1614.301 provides that where a person is

employed by an agency subject to 5 U.S.C. � 7121(d) and is covered by a

collective bargaining agreement that permits allegations of discrimination

to be raised in the negotiated grievance procedure, an election must be

made to proceed under either the negotiated grievance procedure or the

EEO complaint procedure (part 1614). The regulation provides that the

election is indicated by the filing of a written complaint or timely

grievance, whichever is done first.

As an employee of the Department of Treasury, IRS, complainant is

employed by an agency subject to 5 U.S.C. 7121(d). Contrary to the AJ's

finding regarding claim 6 that complainant could raise discrimination,

a review of the CBA reflects that allegations of discrimination may

not be raised in grievances claiming a suspension of 14 calendar days

or less. See Exhibit 5 of the agency's motion for summary judgment,

Article 43, Section 1.B.2.a. We also find that the record does not

support the AJ's finding that complainant filed a grievance on claim 1.

In their investigative affidavits, complainant's first line supervisor,

second line supervisor; and the human resources specialist tasked with

coordinating official time for union officials who played a primary role

in requiring complainant to check-in/check-out, all stated they were not

aware of a grievance being filed on claim 1. Complainant stated he filed

a grievance, but clarified it was a non-union grievance. Complainant's

deposition, pp. 96-97. While the union invoked arbitration, the CBA

reflects that for issue 1, a prior grievance was not a prerequisite.

IR, p. 553. It is unclear from the CBA excerpts in the record whether

discrimination could be raised in the procedure the union used to invoke

arbitration on claim 1. Accordingly, we vacate the AJ's dismissal of

claims 1 and 6 on the stated grounds that complainant elected to file

grievances.

The regulation set forth at 29 C.F.R. � 1614.107(a)(1) provides, in

relevant part, that an agency shall dismiss a complaint that fails to

state a claim. An agency shall accept a complaint from any aggrieved

employee or applicant for employment who believes that he or she has been

discriminated against by that agency because of race, color, religion,

sex, national origin, age or disabling condition. 29 C.F.R. �� 1614.103,

.106(a). The Commission's federal sector case precedent has long defined

an "aggrieved employee" as one who suffers a present harm or loss with

respect to a term, condition, or privilege of employment for which

there is a remedy. Diaz v. Department of the Air Force, EEOC Request

No. 05931049 (April 21, 1994).

We find that claim 1 fails to state a claim. It concerns union

activities, i.e., procedures under the CBA for accounting for union

time by union officials. The Commission has no jurisdiction over

this matter. Strange v. United States Postal Service, EEOC Appeal No

01A55538 (December 19, 2005) (Commission has no jurisdiction over claim

that management discriminatorily cancelled or rescheduled meetings by a

complainant to perform her duties as a union steward to investigate and

process grievances). We note that the CBA provides special accelerated

arbitration procedures to resolve disputes such as claim 1. IR, p. 553;

Exhibit 5 of the agency's motion for summary judgment, Article 43,

Section 1.B.3. Hence, there is a forum with expertise in CBA contract

interpretation to resolve such a dispute, and the record reflects the

union utilized this procedure.

The finding of no discrimination on claim 2 is affirmed. The record

contains un-rebutted evidence showing complainant was not charged with

AWOL on March 14, 2006.

Agencies are required to provide official time in accordance with

29 C.F.R. � 1614.605(b). If the employee is a representative of the

agency and he designates another employee of the agency as his or her

representative, the representative shall have a reasonable amount of

official time, if otherwise on duty, to prepare the complaint and respond

to agency and EEOC requests for information. Reasonable is defined

as whatever is appropriate, under the particular circumstances of the

complaint, in order to allow a complete presentation of the relevant

information associated with the complaint and to respond to agency

requests for information. EEOC Management Directive for 29 C.F.R. Part

1614 (EEO-MD-110), page 6-15 (November 9, 1999). The remedy for the

improper denial of official time is to restore such personal leave as

may have been used in lieu of official time. EEO-MD-110, page 5-27.

Based upon our review of the May 4, 2006, complaint, and noting it only

contained claim 1, we find that granting three hours of official time

was reasonable. Much supporting information submitted in and with

the complaint went far beyond what was necessary to present claim 1 at

the complaint stage. Shaw v. Federal Deposit Insurance Corporation,

EEOC Appeal No. 0120072091 (October 2, 2007) (affirming the grant of

two hours of official time to prepare a complaint).

Regarding claim 4, we find, for the reasons set forth by the AJ,

and because complainant conceded that he was allowed to finish his

conversation, that there was no reprisal discrimination.

We find that complainant has effectively withdrawn claim 6. Initially, he

asserted that he was discriminatorily charged LWOP on November 13, 2006.

The agency explained that he was charged LWOP that day because it was the

effective date of a one day suspension. Complainant presented no evidence

the suspension was discriminatory, and there was none in the record.

On appeal, complainant now writes claim 6 regards his being threatened

with three days of LWOP in connection with an August 28, 2007, letter

proposing to suspend him for three days. This matter was not part of

the complaint, as amended. By stating claim 6 actually regards a matter

that was never part of his complaint, we find complainant has effectively

withdrawn claim 6.

We find, for the same reasons as the AJ, that complainant did not prove

reprisal discrimination regarding claim 7.

Complainant's request to join this complaint with a subsequent complaint

is denied.

CONCLUSION

We find no reprisal discrimination on claims 2, 4, 6 and 7. Claim 1 fails

to state a claim. Regarding claim 3, the agency granted complainant's

representative a reasonable amount of official time.

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

January 13, 2010

__________________

Date

1 This requirement was lifted in April or May 2006.

2 On appeal, complainant writes that claim 5 is the same as claim 3.

Accordingly, we need not address claim 5.

3 In the email the representative did not identify his client, but the

preponderance of the evidence shows it was complainant. In his request

for official time, the representative wrote his client was the only one

in the informal counseling stage with an identified EEO counselor, and

that the client already received his notice of right to file a complaint.

This matches complainant. Also, in explaining claim 3, the representative

wrote his client was complainant. IF, 104.

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