In a letter dated October 13, 1995, the
Complainant filed an appeal with Office of Administrative Law
Judges (CX 2).
The parties have stipulated that United
Parcel Service (UPS) is an employer as described in the STAA,
that Mr. Logan was a driver for the employer, and that the
Complainant was discharged by the Respondent (TR 25).
A formal hearing was held in Tallahassee,
Florida on May 21 and 22, 1996. During this time, all parties
were afforded full opportunity to present evidence and argument
as provided in the Act.
Post-hearing briefs were filed and the record
was closed on August 9, 1996. Based upon a review of said
briefs, the entire record of this case, and the applicable law, I
have reached the following findings of facts and conclusions of
law. Where appropriate, consideration has been given to my
observation of the appearance and demeanor of the witnesses.
Each exhibit in the record has been given careful consideration
whether or not it is specifically mentioned in this recommended
decision.
CONTENTIONS
[Page 3]
Mr. Logan states that
In every instance since December 1993,
the Complainant was made to feel as
though he had to defend himself, his
reactions, and his job performance. The
work environment was made to be
offensive and a place where he felt
estranged, intimidated, threatened, and
singled out for abuse.
The Respondent did discriminate in a willful
and malicious manner to reprimand and
wrongfully apply standards that were of a
personal nature by Respondent's agents to try
and hold Complainant to a higher and stricter
standard than other commercial drivers at the
same location.
The Complainant argues that
To be subjected to a higher disciplinary
code than anyone else by one's manager
because of your race is inexcusable!
Then to be threatened with losing your
job if you don't jeopardize your life
and the life of others if you don't take
a vehicle out on its scheduled route
then to be continually harassed and
intimidated, after having told your
supervisor that because of your state of
mind and the undue stress placed on you
by them that you couldn't safely operate
a commercial vehicle, but they still
keep threatening, harassing, and
intimidating you until you do what they
tell you to regardless of the possible
consequences to yourself or to others!
This type of behavior is not conducive
to a healthy work environment! The
Complainant has at no time been insolent
or hostile to the Respondent unless he
was provoked, felt threatened, or
treated in a demeaning fashion!
[Page 4]
The Respondent states that
The Complainant seeks to use a baseless
theory of protected activity to secure
immunity from discharge for disruptive,
threatening, racist and insubordinate
conduct in the workplace. The evidence
establishes that Complainant engaged in
no protected activity, and Respondent in
no way violated the STAA.
Complainant's claim is premised upon numerous
arguments with no rational basis under the
facts or the law. Mr. Logan claims that he
could take himself "out of service"
at his pleasure -- that he can "get mad
and go home" when he perceives a
"miscarriage of justice" over how
his boss provides him with a requested pair
of uniform pants. Complainant seeks to
transform his baseless perceptions of race
discrimination into a totally groundless STAA
claim. All arguments by Complainant fail as
a matter of fact, logic and law.
Respondent argues that the
Complainant has the burden of proving
that Respondent violated the STAA when
it discharged him. Castle Coal & Oil
Co., v. Reich , 55 F.3d 41, 45 (2d
Cir. 1995). Thus, in order to prevail,
Complainant must prove the following
elements of his case: (1) that he
refused to operate a vehicle because he
believed "the operation [would
have] violate[d] a regulation, standard
or order of the United States related to
commercial motor vehicle safety or
health"; (2) that the operation of
the vehicle actually would have
"violate[d] a regulation, standard
or order of the United States related to
commercial motor vehicle safety or
health"; and (3) that he was
discharged for such a refusal to operate
a vehicle. Complainant fails to
establish any of these elements.
[Page 5]
History of the Case
The following discourse begins at page 84 of
the hearing transcript.
JUDGE MALAMPHY: Mr. Logan, let me ask you some basic
questions pertaining to the Act. You don't have any
complaints about being required to work too many hours?
MR. LOGAN: Oh no, sir.
JUDGE MALAMPHY: Working more than 10 hours at a
stretch, or 15 hours during a 24-hour period --
MR. LOGAN: No, sir.
JUDGE MALAMPHY: -- anything like that?
MR. LOGAN: No, sir.
JUDGE MALAMPHY: Any problems with the safety of the
vehicle itself?
MR. LOGAN: At one time, UPS did send me out in a red
tag vehicle. Carbon monoxide. It affected me
tremendously. That was during this time period also
when I had returned to work. I told them I didn't want
to do it, but they say other drivers had done it, and I
took it on out. It was only a mile, but it was still
on a city, state or federal -- federal street. And
when a vehicle is red tag and have a mechanical
problem, it's not supposed to be driven.
JUDGE MALAMPHY: But your complaint does not involve that.
MR. LOGAN: No, it did not involve that.
JUDGE MALAMPHY: Anything else, Mr. Logan?
MR. LOGAN: Yes, sir, just my complaint involves
forcing me to take a commercial vehicle out on the
street in an unsafe condition for myself, a danger to
myself, falsifying DOT -- well --
[Page 6]
JUDGE MALAMPHY: You're saying you were not fit
to drive the vehicle; is that what you're saying?
MR. LOGAN: No, sir, I was not fit to drive the vehicle.
JUDGE MALAMPHY: You're agreeing with what I said.
MR. LOGAN: Yes, sir. I was in -- I couldn't drive
the vehicle. I wasn't in my right mind at the time.
The state of mind I was in, I -- it was unsafe to
myself and the public. And I had already had -- I had
already had an accident because of a physical injury
from United Parcel Service. I had already had an
accident, and yes, I was in an -- but anyway. So.
JUDGE MALAMPHY: You want to rest your case for now?
MR. LOGAN: Yeah, that's it. You know, I just wanted
to present this, that's all, after two years (TR 84-86).
The STAA deals with the safety of common
carriers and the fitness of drivers who operate such vehicles.
The STAA is not a proper forum for discussions of harassment, or
discrimination of any kind.
However, as Mr. Logan has alleged that he was
not competent to drive on September 29, 1994, this incident and
events through October 1994 will be discussed.
A brief background in the case is as follows:
1. Mr. Logan began working for UPS in
September 1988.
2. In June 1994, after OSHA relayed to the
Respondent a concern about threats by the Complainant, the
Respondent released the Complainant from duty, pending a
psychological evaluation.
3. The Complainant returned to duty -- on
or about early September 1994.
At the hearing, Logan indicated that the
[Page 7]
Respondent issued uniforms which would be cleaned by the firm or
by the driver at his convenience. He stated that by late
September 1994 all of his pants were in the UPS laundry.
On September 29, 1994, Logan told Terry
Lofquest, the center manager, of this problem. (Logan
acknowledged that he had had a much better relationship with the
previous manager.)
Lofquest teased Logan about the pants but did
provide another pair. Logan testified
I said don't touch me, because he gave them
to me hostile like. I said don't touch me.
I was very upset. And that's when everything
started happening. That's when everything
started happening.
I pulled myself, pulled myself off duty. It
was before 8:45. I could not work I was so
upset. He mentions that in his letter. He
mentions that that in his letter. He
mentions that in his letter. I knew I
couldn't take that vehicle out.
He went and got his union steward, and he
said I want you to explain to Herman what's
going on. Dave Shivers said, Herman, if you
don't take that truck out, they're going to
get you for abandonment of your job. I said
fine, I'm going to take the work out. I was
crying, upset, irate. I couldn't seem to
think straight. He mentions that in his
letter, in his statement.
I took the vehicle on out on the street. I
had to stop about two or three times, wipe my
eyes. Almost, almost running into the back
of other vehicles.
I got down on Castle and Sixth Street, and I
said -- I was going to the industrial park,
an area called the industrial park, which was
on my route, to deliver next day air; it had
to be delivered before 10:30.
And I got to Lawrence Paper Company, and
I
[Page 8]
said I can't do it. I can't put my life in danger and
somebody else's life in danger. I was driving a, a, a -- what
they call a, a 1000, P-1000, that's one of those long trucks.
This wasn't one of the short ones. Because I had a lot. My area
was big and I picked up heavy stuff. I was driving a P-1000.
And I went to Lawrence Paper Company crying.
I didn't want my customers to see me like
that. And I got on the phone. They said,
Herman, what's wrong man. I say, I can't do
it, I can't work, man, I can't even think
straight. Couldn't even see, crying so much.
But at the time, I -- you know, they say I'm
going to send another driver with him, okay,
to pick up the package car. I say fine. I
was just crying and agreeing, yeah, it was
okay.
But as soon as Terry Lofquest pulled in there
and I looked at him, I was about two minutes
from jumping on his rear end, and I said,
nope, I don't want to lose my job. And I
told him I -- I was crying and incoherent,
and I told him, Terry, I'll find my own way
back to the center. I told him that. I'll
find my own way back to the center because I
was going to have to sit in the same car with
him, and I probably would have just took his
neck (motioning with hands). I didn't --
they would -- I didn't want to resort to
that. I'm not going to spend a day in jail
for nobody, by me resulting to violence.
And so I told him I'd find my own way back to
the center. I got one of the employees at
Lawrence Paper Company, my employees (sic)
took care of me. He said, Herman, I'll
take
[Page 9]
you on back, come on. And he took me on back to the
center. And that on the -- whatever date it was,
September 29th
(TR 78-80).
During questioning the following discourse
occurred.
Q: The question, Mr. Logan, is whether your anger at
Mr. Lofquest on September 29 caused you to believe
that you might resort to violence.
A: It put me in a state of mind. It put me in a
state of mind that made it unsafe for me. It made
it unsafe not only for myself but also unsafe for
the public by me being around him, driving a
commercial vehicle.
Q: Well, of course Mr. Lofquest wasn't around when
you were driving the commercial vehicle, was he?
A: But he made me get in it (TR 106).
Q: (In the early morning of September 29) In fact,
you said to Mr. Lofquest, words to the request,
"You white sucker, you can't do
anything."
A: No. My words and my exact statement were -- was
this, You white men, I use Anglo-Saxon because you
are in a position of authority, me being the only
black here, you feel that you can do anything that
you want and have me not say anything or do
anything. Meaning that I was going to continue to
write my letters. I was going to continue to file
my grievances and my complaints, and he -- because
he used these disciplinary actions not to try and
suppress me and control me, but to do what he
wants to, I'm still going to speak my mind.
Q: So your testimony is, Mr. Logan, that you were so
angry on September 29 that you won't ride with Mr.
Lofquest, but all you're talking about doing is
writing letters, all you're thinking about doing
is writing letters:
[Page 10]
A: That's all I've done (TR 108-109)
Q: I don't have any record indicating that, but from
listening to your testimony, you went out and you
drove the vehicle for a while, and then you
stopped and called your union business agent,
right?
A: Yes, sir, I called him.
Q: So it would be approximately 10:00 a.m. on
September 29 when you called the union business
agent, Mr. Moore?
A: Okay.
Q: And you told Mr. Moore at that point in time that
you did not think that you could continue to drive
the vehicle; is that right?
A: I told Mister -- I believe I informed Mr. Moore
that I was continuing to be unstable and that
driving that commercial vehicle was a danger to
myself and also to the public, and I couldn't --
yes, I didn't want to continue to drive.
Q: So at about 10 o'clock on September 29 you told
the union business agent that you thought
continuing to drive that vehicle was danger to
yourself and to the public. Is that right?
A: On or about that time, yes (TR 89).
Terry Lofquest testified that he provided a
pair of pants to Logan on September 29, 1994. By 8:55 a.m., all
of the drivers had departed except Logan. A union steward, Dave
Shivers, spoke to Logan who agreed to drive.
About 10:15 a.m., Lofquest participated in a
telephone conference in which Logan said
that he felt that he was unstable and it was
unsafe for him to continue, and it was agreed
upon at that time with Bill Moore (a union
official), Greg Koehler (the north
division
[Page 11]
manager), and myself, and Herman, that I would bring
another driver out there, get Herman off the car, and bring him
back to the building.
Q: And did you and Mr. Koehler indicate that Mr.
Logan should not drive anymore?
A: Yes, that was Greg's instructions.
Q: He was taken out of service at that point?
A: Yes.
Q: And there was an agreement that you and a driver
would go and pick him up?
A: Yes.
Q: And what happened at that point?
A: Well, I got the driver and we went out to Lawrence
Paper Company, and when we pulled up, Herman was
sitting in the wheel well or step well of his
package car, with his duffle bag at his feet.
We pulled up next to the package car. The
driver was in the front seat with me. He got
out and went to get in the back so that
Herman could get in the front. And Herman
walked over and looked in the car and said,
if I got to ride with you, I'm not riding,
and turned and went right back into the
building. And I told the driver that rode
out there with me, to go keep an eye on
Herman, because he was crying and visibly
shaking and upset.
And at that point, I went and parked my car
and went into call Greg Koehler and tell him
what was happening, and also about the same
time I'm on the phone with Greg, the driver
that I had with me come back in and said
Herman had just left the building. And so I
ended my conversation with Greg, and as I
went outside, I saw Herman riding off in a
vehicle with some employee from Lawrence
Paper Company.
[Page 12]
And so I immediately got into my car, went
back to the building, and I got there about
the same time they did, and at that point
Herman went in, went upstairs, come back out
and left without saying a word.
Q: Okay. Now Mr. Logan's anger about the pants,
about actually you providing him with a pair of
pants, have you ever been able to figure out why
in your view he had such a reaction to that?
A: No.
Q: And did -- what would have happened if you had not
had pants available for him that day?
A: Well, he did -- wouldn't have been able to work.
He didn't have a proper uniform (TR 210-211).
Gregory Koehler testified that in 1994 he was
the north division manager and Mr. Lofquest's supervisor.
Following the incident on September 29, Koehler issued a letter
on the next day which directed Logan to provide a medical report
(see RX 20). The Complainant submitted a report from Dr. Roosa,
a psychologist (RX 21).
Koehler met with Logan and others on October
4, 1994. Koehler stated that
during the hearing, he couldn't offer a
satisfactory answer as the why (sic) that
took place. And then we reviewed the fact
that he had lashed out at other employees,
threatened other employees at that point. He
was disruptive to the whole workforce. As
Terry said, that's kind of a small area right
there, so everybody was looking and seeing
and trying -- it was hard to run the business
as well as deal with the disruptive actions
that Herman's performing out there.
He failed to follow the directions, you know,
that Terry gave him, as going to work. You
know, he was off recording in his
personal
[Page 13]
recorder while being paid for on UPS
time, which is not allowed.
So we reviewed all those events that took
place that morning. And at the end of that
meeting, we -- he -- Herman could give us no
logical explanation for those, and a decision
was -- I asked him what we should do, and he
said, well, you've already made up your mind,
you can terminate me, or do whatever you
want. And the outcome was that we would
terminate him, and we would set up a local
hearing with the business agent.
Q: Did Mr. Logan make that comment that you just
referred to, about you can terminate me?
A: He said, you've already made up your mind, you do
whatever you want.
Q: Okay. And did Mr. Logan acknowledge that he had
made the statement on the 29th, in the workplace,
that his fellow employees had not seen anything
yet?
A: Yes, he did (TR 318-319).
Koehler testified that UPS decided to terminate
Logan's employment as of October 4, 1994. During the union
grievance procedure at the local level, UPS offered to reinstate
Logan with a final warning -- automatic dismissal for a
subsequent infraction. The Complainant did not accept this
result. The grievance proceeded through the Mokan
(Missouri/Kansas) panel and then the Joint Area Council (JAC) in
Chicago. The discharge was upheld.
Discussion
It is clear that the Complainant did engage in
protected activity when he asked to be relieved from driving on
September 29, 1994. Mr. Logan was too upset to drive and the
Respondent was aware of this Complaint. The "when"
clause under the Act has been met as Logan was clearly too
[Page 14]
distressed to drive on September 29.
The Complainant was discharged several days
after this incident. Therefore, I conclude that Logan has made a
prima facie case of retaliatory discharge under the
Act.
The Respondent argues that Logan was not
fired for his refusal to drive on September 29, but was
discharged for his outrageously disruptive, threatening,
insubordinate, and racist conduct on September 29, 1994.
The record reflects that Logan was
insubordinate with Lofquest on the morning in question, used a
tape recorder on company time, and acted inappropriately towards
UPS officials when Lofquest arrived with a relief driver.
In addition, as of October 4, 1994, Koehler
had noted that Logan had been disruptive and had made threats in
the past, and could not explain his actions on September 29.
Thus, I find that Respondent presented
legitimate reasons for firing Complainant that were not safety
related, and that Respondent met its burden of establishing by a
preponderance of the evidence that it would have fired
Complainant absent his protected activities. (See Harris v.
Apaca Van Lines , Case No. 91 STA 39, Sec. Dec. August 31,
1992)
RECOMMENDED ORDER
On the basis of the foregoing, I recommend
that the complaint filed by Herman Logan be DISMISSED .
SO ORDERED
RICHARD K. MALAMPHY
Administrative Law Judge
RKM/ccb/lfrl
Newport News, Virginia
NOTICE: This Recommended Decision and Order and the
administrative file in this matter will be forwarded for review
by the Secretary of Labor, Room S-4309, Frances Perkins Building,
200 Constitution Avenue, N.W., Washington, D.C. 20210. The
Administrative Review Board has the responsibility to advise and
assist the Secretary in the preparation and the issuance of final
decisions in employee protection cases adjudicated under the
regulations of 29 C.F.R. Parts 24 and 1978. See 55 Fed.
Reg. 13250 (1990).
[ENDNOTES]
1 The relevant provision
was originally codified in 49 U.S.C. §2305(b), but that code
section was repealed in 1994 and the provision was re-enacted with some
modification as 49 U.S.C. §31105(a)(1)(B)(I).
2 The following
abbreviations will be used as citations to the record:
RX - Respondent's exhibits;
CX - Complainant's exhibits; and
TR - Transcript of the hearing.