Farmer v. Secretary of Commerce

923 F. Supp. 770, 1996 U.S. Dist. LEXIS 6452, 1996 WL 220762
CourtDistrict Court, M.D. North Carolina
DecidedJanuary 2, 1996
DocketCivil No. 6:94CV00654
StatusPublished
Cited by2 cases

This text of 923 F. Supp. 770 (Farmer v. Secretary of Commerce) is published on Counsel Stack Legal Research, covering District Court, M.D. North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Farmer v. Secretary of Commerce, 923 F. Supp. 770, 1996 U.S. Dist. LEXIS 6452, 1996 WL 220762 (M.D.N.C. 1996).

Opinion

MEMORANDUM OPINION

BULLOCK, Chief Judge.

Plaintiff Frederick C. Farmer has filed a claim under the Age Discrimination in Employment Act (ADEA), 29 U.S.C. § 633a, against his former employer. Defendant has moved for summary judgment which will be granted for the reasons set forth hereafter.

FACTS

The following facts are established from the record. Where there are disputes, both parties’ positions are given.

The United States and Foreign Commercial Service (US & FCS) is a division of the International Trade Administration (ITA), which, in turn, is a division of the Department of Commerce (Department). The US & FCS is dedicated to facilitating exports of American goods. In 1991, Plaintiff was a sixty-year-old Trade Specialist GS-13 at US & FCS’ Greensboro District Office.

In 1990 and 1991, US & FCS was trying to redistribute its work force to function more efficiently. US & FCS hoped to reduce staff in “overcomplement” offices, which were relatively overstaffed given the export potential of their areas, and increase staff in “under-complement” offices. US & FCS intended at the end of the process to have the same number of total employees as it had at the start. Franklin Foster, director of Program and Field Operations for US & FCS’ Office of Domestic Operations, developed a staffing plan for the redistribution of personnel based on pre-existing analytical tools. He identified six to eight offices, including Greensboro, North Carolina, as “overcomplement,” and five to seven offices as “undercomplement.”

ITA’s Office of Personnel suggested four possible methods of reducing an overcomplement office’s size: (1) attrition; (2) voluntary reassignment; (3) directed reassignment; and (4) reduction in force (RIF). US & FCS decided to try these options in that order. Its efforts to reallocate by attrition failed, and in late 1990 it tried voluntary reassignment. No employees in “overcomplement” offices, including Greensboro, volunteered to relocate.

In 1991, US & FCS turned to directed reassignment. Foster and Daniel Sullivan, deputy assistant secretary, US & FCS Domestic Operations, prepared a list of proposed reassignments. They identified Shannon Neal, a twenty-seven-year-old Trade Specialist GS-12, for reassignment to San Francisco.

[772]*772Neal had some computer expertise, and the level of his skills and extent of his computing duties have become important to this case. Neal served in early 1991 as Greensboro’s regional automation coordinator, which meant that he was the person responsible over a multi-state region for implementing computer operations and helping US & FCS staff use the computers. Foster has testified that Neal was among the handful of best-trained US & FCS field computer personnel. Neal stopped serving in the capacity of regional automation coordinator when Greensboro lost its status as a regional headquarters. If Neal had been transferred to San Francisco, he would have served as regional automation coordinator there.

During 1991, Neal was beginning to focus on trade specialist functions rather than computer responsibilities. He began to pick up more trade specialist duties, and two other staff members became systems administrators for the Greensboro office’s computers.1 He still, however, helped his fellow staff members on the computer. It appears that it was the common practice of staff members to ask any other employees for assistance with computer operation, but the staff recognized that Neal had extensive computer knowledge and relied on him as a primary reference.2

Samuel Troy, director of the Greensboro District Office, balked at having Neal relocated. In a note to Foster, Troy requested that US & FCS not require Neal to move because he needed Neal “in order to maintain a productive office,” because “[e]omputers are vital to our future.” PL’s Ex. 7 at 2. Foster complied with Troy’s wishes. Foster then told Troy that Troy could recommend for transfer only trade specialists with grades of GS-9 and above.

Troy recommended two alternatives for transfer. One was John Schmonsees, a forty-eight-year-old trade specialist. Schmon-sees was recommended for any trade specialist openings that Foster wanted to fill. Troy’s other recommendation was Plaintiff, who was recommended for the open branch manager position in Spokane, Washington.

Troy’s motives for recommending Plaintiff are an issue in this case. Troy wrote to Foster that Plaintiff would be well suited for the job because he had served as acting director of the Greensboro office, and was thus “capable of acting independently.” Troy has testified that he thought the move would be an excellent career opportunity for Plaintiff because the position offered autonomy and the chance for advancement.3 Troy felt that Plaintiff was not only best suited to transfer, but also most likely to accept a transfer, although Troy admits that he did not think it likely that anyone would accept the reassignment.

Plaintiff offers mixed testimony about what could have motivated Troy. First, he indicates that Troy may have been jealous of the attention Plaintiff’s work had received. Second, he offers contradictory theories as to whether Troy considered Plaintiff’s age. On the one hand, he says that Troy knew his age, knew that he was nearing retirement, and hoped to force him out by transferring him. On the other hand, Plaintiff says that, at his age, he did not want to leave his family and home to move across the country, and that Troy should have considered this as an argument against recommending him for transfer, but Troy did not do so.4

[773]*773Foster decided that Plaintiff should be transferred. He asserts that he based his decision on two factors. First, Spokane is an important West Coast export center and Plaintiff had previous experience leading a trade mission to Japan, which is a crucial market for West Coast trade. In fact, the Department recently had awarded Plaintiff its Silver Medal for his contributions on the Japanese mission. Second, Plaintiffs work as acting director in Greensboro demonstrated his ability to lead an office. Foster recommended the move to Sullivan, who approved it and notified Plaintiff on April 25, 1991.5

Plaintiff objected to the transfer and went to Washington to meet with Foster and Sullivan. In the meeting, Plaintiff claims that Foster said that when the Spokane position opened he immediately thought of “old Fred Farmer.” Whether Foster actually said this is disputed. While the Department was willing to hear Plaintiffs objections and alternatives, it is undisputed that Plaintiff was working subject to a “mobility clause,” under which Defendant could relocate him for non-diseriminatory reasons “based on the overall needs of the organization” and could subject him to adverse consequences if he refused to transfer. See Def.’s Ex. A; Schwab Aff. at 6. After this meeting, Plaintiff accepted the transfer, but then decided to retire instead of relocating.

Plaintiff maintains that the Spokane position was a dead-end job, and he was targeted for it because of his age.

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Bluebook (online)
923 F. Supp. 770, 1996 U.S. Dist. LEXIS 6452, 1996 WL 220762, Counsel Stack Legal Research, https://law.counselstack.com/opinion/farmer-v-secretary-of-commerce-ncmd-1996.