Alabama State Personnel Board v. Hardy

27 So. 3d 540, 2008 Ala. Civ. App. LEXIS 831, 2008 WL 5424073
CourtCourt of Civil Appeals of Alabama
DecidedDecember 31, 2008
Docket2070589
StatusPublished
Cited by5 cases

This text of 27 So. 3d 540 (Alabama State Personnel Board v. Hardy) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alabama State Personnel Board v. Hardy, 27 So. 3d 540, 2008 Ala. Civ. App. LEXIS 831, 2008 WL 5424073 (Ala. Ct. App. 2008).

Opinions

THOMPSON, Presiding Judge.

The Alabama State Personnel Board appeals the judgment of the Montgomery Circuit Court reversing its decision upholding the termination of Michael Hardy’s employment with the Alabama Department of Youth Services (“DYS”). For the reasons stated herein, we reverse the Montgomery Circuit Court’s judgment.

Michael Hardy began his employment with DYS in 1987. In June 2005, one of Hardy’s subordinates, Tera McMillian, complained that Hardy had sexually harassed her. Debra Spann, DYS’s personnel manager, was assigned to investigate McMillian’s complaint. As part of her investigation, Spann questioned both Hardy and McMillian, among others.

On July 14, 2005, Hardy filed a “grievance” with Spann against McMillian, which read:

“Please consider this memo pursuant to DYS policy 3.13.1, i.e., filing of a grievance. Ms. Tera McMillian, a former Paige Hall Staff, has continued to make unsubstantiated derogatory statement[s] referencing the writer. Additionally, she has encouraged past and present employees (some of which have been disciplined by the writer) to interfere with an ongoing investigation and file false claims.
“Due to the fact that this investigation is ongoing, I am filing this claim with your office for assignment to the proper authority.”

On the same day, in addition to the grievance, Hardy sent three separate memoran-da to Spann in which he denied having sexually harassed McMillian, accused McMillian of lying about him in order to be transferred to a different shift, accused DYS of discriminating against him on the basis of his gender, and requested that he [543]*543be transferred to DYS’s training division. Hardy based his request for a transfer on an on-the-job injury, gender discrimination against him, DYS’s “failure to adhere to policy,” and hypertension and an ulcer allegedly caused or exacerbated by DYS’s management. Spann copied Walter Wood, the executive director of DYS, and others on both Hardy’s grievance and his three memoranda. Spann also forwarded Hardy’s grievance to DYS’s legal department.

After she completed her investigation, Spann wrote a memorandum to Wood describing her findings. She wrote that she found McMillian’s complaint to be valid and that she “definitely [felt] one or more of the incidents which were described to her [during the course of her investigation] occurred.” She recommended that Hardy be disciplined for his actions and that all staff members be retrained on DYS’s sexual-harassment policy.

In a letter dated November 4, 2005, Wood formally informed Hardy of the violations alleged against him. He wrote:

“I have received a recommendation that disciplinary action be taken regarding your employment as a Youth Services Counselor I. The recommendation reveals the following alleged inappropriate conduct and work performance as the reason for the recommendation:
“Violation of the Rules of the State Personnel Board (670-X-19-.01(lg)— disruptive conduct) and/or violation of the Rules of the State Personnel Board (670-X-19-.01(2e) — use of abusive or threatening language) and/or violation of the Rules of the State Personnel Board (670-X-19-.01(2j) — serious violation of any other department rule), and/or violation of DYS Policy (B. 13.2 — Prohibition of Sexual Harassment): Specifically, you were alleged to have made sexual advances and/or to have created a hostile working environment for a subordinate employee, Tera McMillian, who filed a harassment complaint against you. In response to Ms. McMillian’s harassment complaint you are alleged to have attempted, among other things, to cause an investigation against her for her having filed a complaint against you.
“Based on the investigation of the complaint against you, the recommendation I have received, a review of your personnel file and review of your past work history, it is my judgment that a hearing be held to determine whether disciplinary action is warranted.”

Thereafter, DYS held a pre-disciplinary, fact-finding hearing, over which Marcia Calendar, Wood’s executive assistant, presided. At the hearing, Hardy called and questioned several witnesses in his defense and was given the opportunity to make arguments on his behalf. Following the hearing, Calendar provided a memorandum to Wood in which she summarized the allegations against Hardy and found that the allegations against Hardy were substantiated. As part of her recommendation, she wrote:

“Upon a review of the evidence presented during the hearing and a review of Mr. Hardy’s personnel file including past performance evaluations, the following recommendation is made:
“Terminate Mr. Hardy’s employment as a Youth Services Counselor I for the stated allegations which were found to be substantiated. [Hardy] was [McMil-lian’s] supervisor. He was aware of the prohibitions against sexual harassment and he was well aware of the anti-retaliation policy.
“[Hardy] denies that he sexually harassed Ms. McMillian as Ms. Spann concluded. He argues that Ms. McMillian was working a second job with a Hyundai supplier and that her second job shift began before her DYS shift ended. [544]*544He argues that she had a motive to fabricate the allegation and thereby acquire more favorable working hours. Ms. Spann investigated his defense and found it not credible, based in part on Ms. McMillian’s denial that she had a second job. I now have reason to doubt Ms. McMillian. Specifically, Ms. McMil-lian recently informed Ms. Spann that she does have a second job, but she stated it began within the past two months — well after she made her sexual harassment complaint against Mr. Hardy. The existence of a possible motive for fabrication which has come to light since Ms. Spann’s investigation thus creates a question whether Ms. Spann’s conclusion was correct.
“However, that doubt is insufficient to cause me to contradict Ms. Spann or to recommend disciplinary action less than termination. Mr. Hardy clearly attempted to retaliate against Ms. McMil-lian for filing the complaint against him. Mr. Hardy is, or should be, familiar with the grievance procedure which requires grievances to follow the chain of command, yet he filed this ‘grievance’ with the personnel director. Moreover, the substance of this ‘grievance’ was neither within the scope of the grievance procedure nor within the scope of the anti-discrimination complaint procedure— which requires complaints to be directed to the personnel director. Mr. Hardy is well aware how personally disturbing it is to be investigated by DYS. Witnesses confirmed that Mr. Hardy had discussed this with them prior to Mr. Hardy’s retaliatory ‘grievance’ against Ms. McMillian. I find that Mr. Hardy initiated the ‘grievance’ to retaliate against Ms. McMillian. This agency can no more tolerate retaliation than sexual harassment itself.”

In a letter dated January 6, 2006, Wood advised Hardy that his employment with DYS was terminated as of that date for one or more of the four violations listed in his letter to Hardy of November 4, 2005.

Hardy appealed his dismissal to the Alabama State Personnel Board (“the Board”). Julia Weller, an administrative law judge (“the ALJ”), was appointed to hear Hardy’s appeal and to make a recommendation to the Board. The ALJ set Hardy’s appeal for a hearing in March 2006. At the request of the parties, the hearing was continued to May 8, 2006.

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Michael Hardy v. J. Walter Wood, Jr.
342 F. App'x 441 (Eleventh Circuit, 2009)
Alabama State Personnel Board v. Hardy
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Ex Parte Hardy
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Cite This Page — Counsel Stack

Bluebook (online)
27 So. 3d 540, 2008 Ala. Civ. App. LEXIS 831, 2008 WL 5424073, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alabama-state-personnel-board-v-hardy-alacivapp-2008.