Alvarez v. Lakeland Area Mass Transit District

CourtDistrict Court, M.D. Florida
DecidedJune 25, 2020
Docket8:19-cv-01044
StatusUnknown

This text of Alvarez v. Lakeland Area Mass Transit District (Alvarez v. Lakeland Area Mass Transit District) is published on Counsel Stack Legal Research, covering District Court, M.D. Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alvarez v. Lakeland Area Mass Transit District, (M.D. Fla. 2020).

Opinion

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA TAMPA DIVISION

BRENDA ALVAREZ,

Plaintiff, v. Case No. 8:19-cv-1044-T-33SPF LAKELAND AREA MASS TRANSIT DISTRICT,

Defendant. ______________________________/ ORDER This matter is before the Court on consideration of Defendant Lakeland Area Mass Transit District’s Motion for Summary Judgment (Doc. # 60), filed on April 15, 2020. Plaintiff Brenda Alvarez responded on May 13, 2020. (Doc. # 65). For the reasons that follow, the Motion is granted. I. Background Alvarez — a woman in her sixties who suffers from anxiety and depression — worked for the District, which operates as “Citrus Connection,” as a senior financial reporting analyst beginning on May 31, 2016. (Doc. # 60-2 at 1; Doc. # 66-20 at 1, 24). She reported directly to the District’s Chief Financial Officer, David Persaud. (Doc. # 60-7 at 77:13-16; Doc. # 60-2 at 1-2; Doc. # 66-20 at 1). Because Persaud had interviewed Alvarez before she was hired, he had an opportunity to observe her age and gender before hiring her. (Doc. # 60-7 at 13:17 – 24). During the job interview, one interviewer, Mr. Satchell, told Alvarez she was “experienced for this position and [had] the experience [the District] need[ed].” (Id. at 17:2-7). Alvarez felt this comment referred to her age because “experience comes with age.” (Id. at 17:8-12). A. Complaint about Persaud Soon after Alvarez was hired, the District’s financial

manager position (also called the controller) became vacant. (Id. at 121:7 – 14). The District’s Executive Director, Tom Phillips, encouraged Alvarez to apply for the position. (Id. at 122:2–20, 123:24–124:8). Persaud similarly told Alvarez that “the position was open and if [she] was interested to apply.” (Id.). For various reasons, she did not apply for the promotion. (Id. at 122:22-25, 124:14–125:1; Doc. # 66-20 at 6). Persaud eventually promoted Rhonda Carter to the controller position. (Doc. # 60-2 at 2). Following Carter’s promotion, Alvarez felt that Persaud was “less receptive of” her and she began receiving emails from him which she considered demeaning. (Doc. # 60-7 at

125:2–126:11). Phillips told Alvarez that Persaud “did not understand why [she] was not applying for positions that would promote [her].” (Id. at 124:16–125:1). Nevertheless, Alvarez testified that she attributed the harsh emails “to the simple fact that [Persaud] has an issue with women” and “doesn’t like women questioning him.” (Id. at 126:12-18). On July 7, 2017, Alvarez met with Phillips to complain about Persaud’s conduct. (Doc. # 60-18 at 4; Doc. # 60-3 at ¶ 4; Doc. # 60-7 at 92:13–22). Alvarez’s complaint focused on Persaud’s questioning why she travelled to the District’s Bartow location, sending her offensive emails, and ridiculing

her in staff meetings. (Doc. # 60-7 at 94:25–95:20). Alvarez attributed Persaud’s conduct to her gender, Persaud’s being a bully, and his disappointment that she declined to apply for the controller position. (Id. at 96:15–97:7). Alvarez described Phillips’ demeaner during this meeting as “very concerned” and respectful. (Id. at 98:6–17). Phillips assigned Steve Schaible, Director of Human Resources, to investigate Alvarez’s complaints. (Doc. # 60- 18 at 4; Doc. # 60-5 at ¶ 4; Doc. # 60-3 at ¶ 5). Alvarez testified that she met with Schaible soon after and Schaible’s notes reflect that he met with Alvarez on July 14, 2017. (Doc. # 60-7 at 105:14 – p. 106:2; Doc. # 60-18 at 4). But, while

Alvarez acknowledged in her affidavit that Schaible “did reach out to [her]” around this time, she represents that she did not physically meet with Schaible until July 27, 2017. (Doc. # 66-20 at 15-16). Regardless, Alvarez testified that she repeated her concerns about Persaud’s conduct toward her, related Persaud’s conduct to her gender, and expressed concerns regarding the accounting of grant expenses during this first meeting with Schaible. (Doc. # 60-7 at 109:24–110:9; 111:11– 112:5). But, according to Schaible’s notes regarding the meeting, Alvarez initially attributed Persaud’s conduct to

her declining to accept promotions into other positions. (Doc. # 60-18 at 5; Doc. # 60-7 at 118:15–25). After Schaible asked her whether the treatment was related to a protected characteristic, Alvarez associated Persaud’s conduct toward her with her gender. (Doc. # 60-18 at 5; Doc. # 60-7 at 113:12–114:5, 115:19–25). Alvarez did not attribute Persaud’s actions to her age in her complaint to Schaible. (Doc. # 60- 5 at ¶ 5; Doc. # 60-18 at 4-5; Doc. # 60-7 at 117:1–12). Alvarez complained to Schaible that Persaud acted unprofessionally by sending her emails that included other employees on the distribution. (Doc. # 60-18 at 5; Doc. # 60- 7 at 113:8–11). She also complained that Persaud “humiliated,

bullied, laughed at [her, and] made fun of [her] accounting knowledge” during staff meetings. (Doc. # 60-7 at 115:1 – 5; Doc. # 60-18 at 5). Based on these complaints, Schaible’s investigation “focused upon [] Persaud’s interactions with [] Alvarez during staff meetings and his email exchanges with [] Alvarez.” (Doc. # 60-5 at ¶ 6). When Schaible concluded the meeting, he requested that Alvarez advise him “if there is something she remembers or wants to add” and reminded her to provide the supporting documents she referenced during the interview. (Doc. # 60-18 at 5). Alvarez’s complaint about Persaud concerned three staff

meetings in particular and fourteen emails from Persaud that Alvarez turned over to Schaible. The first staff meeting occurred on a specified date. In her answers to interrogatories, Alvarez described Persaud’s conduct during the meeting: [Persaud] singled me out by questioning an issue that he and I had previously discussed in his office . . . . As [Persaud] went around the table during this meeting, he brought up my observation and started laughing at me saying that the capital is reflected in fund 1 and if I knew anything about grant accounting, I would know this. (Doc. # 60-67 at 11). The second staff meeting occurred June 1, 2017. (Doc. # 60-7 at 182:13–183:12; Doc. # 60-31). Alvarez described the incident: There was [a] credit balance because the journal entry wasn’t made. And it crossed over years. And, so it showed up on this report. And, so [Persaud] started laughing at me, asking me what was I going to do with this journal entry; why, Ms. Alvarez, is there a credit in this expense account. Accountants know you can’t have a credit in an expense account. So what are you going to do about it. (Doc. # 60-7 at 185:12–20, 187:19–188:1; Doc. # 60-32). The third and final relevant staff meeting took place on July 24, 2017. (Doc. # 60-18 at 7). In relevant part, Alvarez described the incident as: [Persaud] went around the table . . . . [Persaud] comes to me . . . [and] [o]ut of the blue he says, you are [employee Elizabeth Rocha’s] backup in Bartow, right[?] I said, no, not anymore. [Persaud] said, why; you are supposed to be her backup and be in Bartow. Why are you not in Bartow? I said, because of your e-mail. [Persaud] said, I did not tell you to not be in Bartow. I said, your e-mail expressed concern about me being in Bartow with the implication my time was better utilized being in Lakeland. [Persaud] said, I never told you that. I am confused. Then he asked me when I would have the T.D. financials ready. I told him I was waiting on journal entries. When Regina . . . said, she is waiting on my journal entries, [Persaud] dropped the conversation. (Doc. # 60-7 at 216:21–218:7; Doc. # 60-38). During his investigation, Schaible interviewed ten employees who were present at the July 24 staff meeting. (Doc. # 60-18 at 7-11). These employees confirmed that Persaud had been “stern” with Alvarez at the staff meeting, but “did not yell.” (Id. at 8). Only one employee remarked that Persaud treats women differently than men.

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Alvarez v. Lakeland Area Mass Transit District, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alvarez-v-lakeland-area-mass-transit-district-flmd-2020.