Wells v. Gates

336 F. App'x 378
CourtCourt of Appeals for the Fourth Circuit
DecidedJuly 10, 2009
Docket08-1358
StatusUnpublished
Cited by26 cases

This text of 336 F. App'x 378 (Wells v. Gates) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fourth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wells v. Gates, 336 F. App'x 378 (4th Cir. 2009).

Opinion

Affirmed by unpublished PER CURIAM opinion.

Unpublished opinions are not binding precedent in this circuit.

PER CURIAM:

Michael E. Wells appeals the district court’s grant of summary judgment in favor of the Department of Defense (“DOD”) on his claims of retaliation, in violation of Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. §§ 2000e to 2000e-17 (“Title VII”), and hostile work environment, in violation of the Age Discrimination in Employment Act of 1967, as amended, 29 U.S.C. §§ 621-34 (“ADEA”). For the reasons explained below, we affirm.

I.

Wells was an Industrial Security Specialist with the DOD’s Defense Security Service (“DSS”) for almost sixteen and one-half years, until his retirement in 2008. In that position, he performed various national security management functions, such as inspecting defense contractor facilities and operations for compliance with federal regulations on the handling of classified documents. Wells was born on February 20, 1948, putting him at age fifty-seven during most of the conduct relevant to his claims.

From 2001 through 2008, Wells’ supervisor was Field Office Chief Horace Bearzi. By all accounts, Wells and Bearzi had what can best be described as a less than cordial working relationship. Although Wells and Bearzi had been at loggerheads for years, the conduct giving rise to Wells’ claims began in early 2005. Starting in March 2005, Bearzi repeatedly ordered Wells to stop using the modifier “Senior” with respect to his title “Industrial Security Specialist” on the grounds that it was no longer an officially recognized position. Wells failed to comply. On August 8, 2005, after receiving the approval of his supervisor, representatives of the DSS Office of Human Resources and Office of General Counsel, and upper management, Bearzi issued a Letter of Reprimand (“LOR”) to address Wells’ continued use of the nonexistent title and his signing of official letters requiring Bearzi’s signature. On August 31, 2005, Bearzi conducted Wells’ mid-year performance review and noted that he had nine “seriously overdue” security assessment reports, including some that were 120 days late, even though such reports were to be completed within thirty days of the inspection.

On September 1, 2005, Bearzi issued Wells a Letter of Instruction (“LOI”), again with the concurrence of his supervi *381 sor, representatives of the Office of Human Resources and Office of General Counsel, and upper management. In the LOI, Bearzi specifically identified the overdue reports and cited Wells for improperly storing national security files at home. To improve Wells’ performance and ensure national security, Bearzi (1) required Wells to return the files and forbade him from routinely retaining files at home; (2) prohibited him from writing reports, scheduling activities, or performing any other duties at home; (3) revoked his authority to park a government-owned vehicle at home; (4) instructed Wells to brief Bearzi at the beginning of each day as to his planned activities and at the end of each day as to his accomplished activities; and (5) withdrew approval of Wells’ compressed work schedule. On that same day, Wells requested annual leave for the following three weeks, which Bearzi approved.

The next day, September 2, 2005, Wells contacted a counselor of the DSS Office of Diversity Management — its Office of Equal Employment Opportunity (“EEO”). On September 21, he went out on sick leave, and approximately two weeks later he canceled other previously scheduled leave (for an annual hunting trip) because, he said, a check-up revealed potentially serious health issues. He filed a formal EEO complaint on September 30, 2005, alleging that the LOR and LOI were retaliatory and claiming that he was subject to a hostile work environment. 1

When his annual leave was about to expire, Wells requested additional sick leave through December 2, 2005. He based his back-to-back requests on vague references to “[pjhysician imposed medical leave” and cryptic doctor’s notes referring to his “hypertension, diabetes, hypercho-lesterolemia, [and] obesity.” (J.A. 182, 184-87, 191-92.) Bearzi approved each of the requests. Though allegedly unable to work, however, Wells was healthy enough to testify at length on behalf of a coworker at both an EEOC deposition and a hearing and appeared unannounced for a departmental meeting at work during which, according to Bearzi, he said he was “feeling fine.” These developments contributed to Bearzi’s growing suspicions that Wells was malingering.

When Wells requested yet again that his sick leave be extended, this time beyond December 13, 2005, 2 and through January 20, 2006, Bearzi consulted the Office of Human Resources and Office of General Counsel. Based on their advice, he asked Wells to provide further documentation by December 20, 2005, to substantiate his medical condition. Bearzi noted that Wells had already missed seventy-two calendar days of work, had not submitted adequate medical documentation, and had reported unbidden to work-related activities on three separate occasions. Bearzi cautioned Wells that he could grant no further sick leave without the requested documentation.

Even though Bearzi reminded Wells of the looming deadline through e-mails and a telephone call, Wells failed to provide any documentation. Accordingly, by letter of December 22, 2005, Bearzi denied Wells any further sick leave.

On December 30, 2005, Wells belatedly submitted further medical documentation and requested sick leave from December *382 29, 2005, to January 31, 2006. Unfortunately, Wells’ doctor’s note stated only that he “[h]as been ill and unable to work from 12/29/05 to 1/31/06.” (J.A. 212.) Based on the advice of the Office of Human Resources and Office of General Counsel, Bearzi again denied the sick leave request and asked for further medical documentation. On January 27, 2006, Wells submitted a doctor’s note indicating that he was suffering from intestinal bleeding, which Bearzi relied on to grant sick leave as of February 1, 2006.

On January 24, 2006, Wells again contacted an EEO counselor. He filed a formal complaint on March 14, 2006, alleging that he suffered disparate treatment, retaliation, and a hostile work environment. After an extensive investigation, the EEO concluded that Bearzi’s request for further medical documentation and denial of sick leave were not related to Wells’ age or any protected conduct.

After more than ten months of continuous leave, dating back to early September 2005, Wells returned to work in July 2006.

Wells filed the present case on March 12, 2007. His complaint alleges that the DOD violated the ADEA and Title VII when, based on his age and in retaliation for his prior protected EEO activities, it subjected him to (1) retaliation and disparate treatment; (2) a hostile work environment; and (3) adverse personnel actions. In lieu of answering, the Government moved to dismiss, or in the alternative, for summary judgment.

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Bluebook (online)
336 F. App'x 378, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wells-v-gates-ca4-2009.