Robertson v. ALA. DEPT. OF ECON. & COMM. AFFAIRS

902 F. Supp. 1473
CourtDistrict Court, M.D. Alabama
DecidedJuly 31, 1995
DocketCiv. A. No. 94-D-153-N
StatusPublished
Cited by2 cases

This text of 902 F. Supp. 1473 (Robertson v. ALA. DEPT. OF ECON. & COMM. AFFAIRS) is published on Counsel Stack Legal Research, covering District Court, M.D. Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robertson v. ALA. DEPT. OF ECON. & COMM. AFFAIRS, 902 F. Supp. 1473 (M.D. Ala. 1995).

Opinion

902 F.Supp. 1473 (1995)

Norma Jean ROBERTSON, Plaintiff,
v.
ALABAMA DEPARTMENT OF ECONOMIC AND COMMUNITY AFFAIRS, a government agency of the State of Alabama; Robert E. Lunsford, as Director of Alabama Dept. of Economic and Community Affairs; Richard Giordano, individually and as Assistant Division Chief of the Surplus Property Division; Kathleen Woodward, individually, and Gene Anderson, individually, Defendants.

Civ. A. No. 94-D-153-N.

United States District Court, M.D. Alabama, Northern Division.

July 31, 1995.

*1474 *1475 *1476 *1477 Mark W. Sabel, Jr., Montgomery, AL, for plaintiff.

Bruce J. Downey, III, Montgomery, AL, Edward E. Davis, Alabama Department of Econ. Affairs, Montgomery, AL, for defendants.

MEMORANDUM OPINION AND ORDER

DE MENT, District Judge.

This matter is now before the court on the defendants' Alabama Department of Community and Economic Affairs (hereafter "ADECA") et al.s' motion for summary judgment, or in the alternative, for partial summary judgment, filed August 26, 1994. The plaintiff, Norma Jean Robertson (hereafter "Robertson"), responded to the defendants' motion for summary judgment on September 29, 1994. The plaintiff further supplemented her response to the defendants' motion on *1478 February 15, 1995. For the reasons set forth below, the motion is due to be granted in part.

Jurisdiction & Venue

The jurisdiction of this court is invoked pursuant to § 2000e of Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000e et seq.; the Americans with Disabilities Act of 1990, 42 U.S.C. § 12101 et seq.; the Age Discrimination in Employment Act, 29 U.S.C. § 621 et seq.; 28 U.S.C. §§ 1331 & 1343(3); and by the Declaratory Judgment Act, 28 U.S.C. §§ 2201 & 2202.

Factual Background

The plaintiff, Norma Jean Robertson, is a former employee with the Alabama Department of Economic and Community Affairs. At all times pertinent to this action, she held the state merit system title of Accountant III until such time as she elected to take a medical retirement on April 8, 1993.

Robertson alleges in her complaint that the defendants collectively engaged in various forms of discrimination against her. Specifically, she contends that she was subjected to a hostile work environment and various forms of retaliation due to her age, sex, and physical disabilities. According to Robertson, the defendants targeted her for discriminatory treatment after she participated in two separate work-place incidents. First, the plaintiff, along with several other ADECA employees, openly and vocally supported a co-employee's sex discrimination lawsuit against ADECA. Robertson's involvement in this incident included the wearing of buttons, the signing of petitions that were submitted to the governor, and the communication of her opinions on the matter to various ADECA employees during office hours. Secondly, Robertson made several statements wherein she accused the defendants of using federal funds to pay for under funded state projects. Robertson approached the defendants individually and told them that she thought the situation was wrong. In addition, she threatened to voice her concerns to officials with the Department of Housing and Urban Development (hereafter "HUD") if the defendants failed to check into the matter. Robertson was informed by her superiors that her personal interpretations of the laws and policies applicable to federal funding should be discussed with her supervisors first before she took it upon herself to make formal statements to HUD or the press. After Robertson expressed to the defendants her unwillingness to abide by that policy, the defendants sought to limit her communications with HUD officials. Before that time, Robertson's work as an accountant with the Planning and Economic Development Division of ADECA required her to speak occasionally with HUD personnel.

Robertson claims that her involvement in the incidents angered the defendants, and that they set out to retaliate against her and subject her to various forms of discrimination in an effort to make her job so difficult that she would eventually feel compelled to quit. Robertson points to the decision by the individual defendants to transfer her to another Accountant III position within the Department as the most significant act of retaliation and discrimination which precipitated her retirement. On or about August 21, 1992, Gene Anderson notified Robertson that she would be transferred from the Department's Planning and Economic Development Division to the Surplus Property Division Warehouse. The transfer, which took effect on October 3, 1992, did not result in a reduction of salary or merit system rank. However, Robertson did not want the position for several reasons. To begin, the position required a significant amount of retraining, and Robertson contends that such training was intentionally withheld from her by the defendants. In addition, her former position allowed her to supervise several lower level employees, while her position with the Surplus Property Division did not. She further contends that she was not given support personnel to assist her with her work and that therefore, she fell behind in her job. This caused her to a receive a letter of reprimand from Assistant Division Chief Richard Giordano and an unfavorable performance evaluation from him as well.[1] Finally, Robertson claims that the *1479 stress related to her new position, combined with a lack of support from the defendants, caused her to experience severe physical and emotional problems which exacerbated her pre-existing health problems. She charges that the defendants knew she had a history of physical ailments because of the large amount of medical leave time that she had requested in the past and because of a letter that was sent to Kathy Woodward by Robertson's former supervisor, Alice McKinney, which described her health problems.[2] Thus, when she took a substantial amount of time off from work after only a few months in her new position, she quickly exhausted her remaining leave time and was "forced" to retire.

In response, the defendants argue that Robertson's transfer had nothing to do with her age, sex, support for a co-worker's discrimination lawsuit or for the filing of her own EEOC claim. Instead they claim that the transfer was made for legitimate business reasons. In addition, the defendants claim that Robertson did not have a cognizable property interest in her position as the lead accountant for her former division. Robertson retained her same Accountant III position and salary when she was transferred. Defendants Woodward and Giordano contend that they cannot be construed as the plaintiff's "employer" for purposes of this suit. All of the defendants claim that they are shielded from liability based on principles of governmental immunity.

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Bluebook (online)
902 F. Supp. 1473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robertson-v-ala-dept-of-econ-comm-affairs-almd-1995.