Karen Conner (Grievant) is employed by the Respondent Barbour
County Board of Education (BCBE) as a Bus Operator. On September
29 and 30, 1993, Grievant filed two separate grievances that were
processed through Level III without satisfactory resolution.
Grievant timely appealed to Level IV on December 23, 1994, and
Level IV hearings were duly scheduled. On February 8, 1994,
Grievant invoked W. Va. Code § 18-29-5, asking that these grievances be heard by a different Administrative Law Judge than the one
who had heard one or more previous grievances. Accordingly, these
grievances were administratively reassigned to the undersigned for
hearing at Level IV. Following several continuances, each of which
was granted for good cause, a Level IV hearing was conducted in
this Board's office in Elkins, West Virginia on September 21, 1994.
At that time, the parties agreed to consolidation of these
grievances for hearing and decision. The parties further agreed tothe submission of Grievance 93-01-543 for decision on the basis of
the record developed through Level II. Thus, evidence presented at
the Level IV hearing was limited to Grievance 93-01-544. Upon
timely receipt of post-hearing submissions, this matter became
mature for decision on October 25, 1994.
Addressing Grievance 93-01-543 first, Grievant complains that
BCBE's assignment of a substitute bus operator to drive her busroute on September 29, 1993 was discriminatory.
(See footnote 10) Consistent
with the standard for establishing a prima facie case of § 18-29-2(m) discrimination adopted by this Grievance Board in Steele, the
undersigned finds that as Grievant received her normal pay and no
adverse comment was entered into her personnel record, the
Respondent's action in assigning a substitute bus driver to drive
her morning route for the purpose of verifying her schedule did not
constitute treatment to her detriment. Thus, Grievant failed to
establish a prima facie case of § 18-29-2(m) discrimination.
Steele, supra. Moreover, even if Grievant did make out a prima
facie case of discrimination, the Respondent articulated sufficient
non-discriminatory factors, including the need to assure the safe
and efficient transportation of students to their schools, to
refute any inference of improper motives. See Tex. Dept. of
Community Affairs v. Burdine, 450 U.S. 248 (1981); Graley v. W. Va.Parkways Economic Dev. & Tourism Auth., Docket No. 91-PEDTA-225
(Dec. 23, 1991).
See Frank's Shoe Store v. W. Va. Human Rights Comm'n, 365 S.E.2d
251 (W. Va. 1986); Fareydoon-Nezhad v. W. Va. Bd. of Trustees at
Marshall Univ., Docket No. 94-BOT-088 (Sept. 19, 1994); Webb v.
Mason County Bd. of Educ., Docket No. 89-26-56 (Sept. 29, 1989).
Of course, if a grievant makes out a prima facie case of
reprisal, the employer may rebut the presumption of retaliation
raised thereby by offering legitimate, nonretaliatory reasons for
its action. See Mace v. Pizza Hut, Inc., 377 S.E.2d 461 (W. Va.
1988); Shepherdstown Vol. Fire Dept. v. W. Va. Human Rights Comm'n,
309 S.E.2d 342 (W. Va. 1983); Webb v. Mason County Bd. of Educ.,
Docket No. 89-26-56 (Sept. 29, 1989).
(Oct. 19, 1989).
See Frank's Shoe Store v. W. Va. Human Rights Comm'n, 365 S.E.2d
251 (W. Va. 1986); Fareydoon-Nezhad v. W. Va. Bd. of Trustees at
Marshall Univ., Docket No. 94-BOT-088 (Sept. 19, 1994); Webb v.
Mason County Bd. of Educ., Docket No. 89-26-56 (Sept. 29, 1989).
Any party may appeal this decision to the Circuit Court of
Kanawha County or to the Circuit Court of Barbour County and such
appeal must be filed within thirty (30) days of receipt of thisdecision. W. Va. Code § 18-29-7. Neither the West Virginia
Education and State Employees Grievance Board nor any of its
Administrative Law Judges is a party to such appeal and should not
be so named. Any appealing party must advise this office of the
intent to appeal and provide the civil action number so that the
record can be prepared and transmitted to the appropriate court.
Grievant has been employed by BCBE as a full-time bus operator
for over fifteen years. On March 24, 1993, Grievant was notified,
per W. Va. Code § 18A-2-7, that she was being recommended for
placement on the administrative transfer list for the 1993-94
school year. Grievant questioned her immediate supervisor at the
time, Edward Larry, in regard to the proposed transfer. Mr. Larry
assured Grievant, both verbally and in writing, that the only
change contemplated involved "Rt. 119 overload students to the High
School." Grievant, satisfied that her interests would not be
adversely affected, did not request a hearing before the Board of
Education. However, BCBE's Superintendent of Schools, William
Phillips, testified that Mr. Larry had no authority to revise,
qualify or amend the notice of transfer which Mr. Phillips issued
to Grievant.
On July 1, 1993, Charles Zinn replaced Mr. Larry as BCBE's
Transportation Director. Mr. Zinn testified that he held meetings
with most of the bus operators, including Grievant, in August of
1993 before school started, to go over their bus routes. No
changes were made at that time since pupil counts generally remain
speculative until at least a week after school starts. According
to Mr. Zinn, Grievant drives one of five buses that transportstudents to Philip Barbour High School (PBHS). All five of these
regular morning and afternoon runs traverse U.S. Route 119. After
the beginning of school in September 1993, Mr. Zinn learned that
one of the five buses, operated by Willis Freeman, was arriving at
PBHS at approximately 8:15 a.m. School officials indicated that to
allow students to eat breakfast and get to class on time, they
needed all buses to arrive no later than 8:10 a.m. Mr. Zinn asked
three of the affected drivers, including Grievant, to meet and
attempt to resolve the problem among themselves.
(See footnote 1) Grievant met
with Mr. Freeman and another driver, Pam Bartley, on September 17
or 18, 1993, in an effort to work out the problem. However, the
drivers did not reach an agreement.
Shortly thereafter, Mr. Zinn rode with each of the five
drivers on his or her morning run to obtain first-hand information
upon which to base route adjustments. He then decided upon certain
alterations to three bus routes and notified Grievant on the
afternoon of September 24, 1993, so that she could advise affected
students of the changes affecting her route on their way home. The
changes became effective on September 27, 1993.
(See footnote 2) Grievant did not
consent, either verbally or in writing, to the change in her bus
route. Because the overload problem developed on a bus route which
primarily involved Route 119, Mr. Zinn thought that the changes heinitiated were consistent with the statement of his predecessor
that the only contemplated change on Grievant's route would involve
"Rt. 119 overload students to the high school."
Prior to September 27, 1993, Grievant's regular morning route
started at the Bus Garage on Chestnut Street in Philippi, West
Virginia. She then proceeded North on U.S. Route 250, through
downtown Philippi and the covered bridge, turning right on U.S.
Route 119 North. She proceeded North on 119 to Corders Crossing
near Berryburg Junction. She then turned left onto State Route 76
to Needmore Road (County Road 77/6). She would turn right onto
Needmore going to the end of the road to pick up students and then
return to 76, turning right and proceeding West through Berryburg.
She turned left onto Camp Run Road (County Road 77/1), proceeding
about one mile before turning around, returning to 76 and turning
left. She proceeded through Galloway on 76 to Bear Mountain Road
(County Road 16). She turned left onto Bear Mountain Road and went
to Mount Vernon Elementary School (MVES). She returned to 76 from
MVES and proceeded East on 76 directly to 119, turning right onto
119 and proceeding South past Alderson-Broaddus College (A-BC)
turning left onto 250 through the covered bridge and into downtown
Philippi. She proceeded South on 250 past State Route 38 to PBHS,
which is just South of County Road 250/4. Grievant's evening run
was similar, except that she would additionally go a short distance
past MVES in the evening to drop off some students.
As of September 27, 1993, Grievant's evening run was reduced
by elimination of the extension on Bear Mountain Road past MVES. Her morning run was extended by a side trip off U.S. Route 119 up
and back on Norris Ridge Road (County Road 119/18) before reaching
Corders Crossing. According to Grievant's uncontroverted testimony
at Level IV, this involves an additional two miles of driving. In
addition, when proceeding South on 119, Grievant now turns right on
Cherry Hill Road (County Road 7) behind A-BC to Philippi Elementary
School and Philippi Middle School to drop off students at both
locations. Grievant then drives back to 250 and across the covered
bridge. According to Grievant's undisputed testimony at Level IV,
this new loop covered 3.4 miles. According to Grievant, this 3.4
mile loop comes out 1 mile South on U.S. Route 250, so that 2.4
miles was actually added to her morning run by the addition of the
loop past the Middle and Elementary Schools. Thus, Grievant's
morning route was extended a total of 4.4 miles as a result of the
two additions. Grievant estimated that these additions to her
route added approximately 15 to 20 minutes or more to the duration
of her morning run. Mr. Zinn estimated that the new schedule added
only eight to ten minutes of driving time to her morning run. The
official schedules entered into the record at Level II by Respondent indicate that Grievant's morning run was extended 17 minutes.
(See footnote 3) (See R Ex 1 & 2.) These schedules indicate that Grievantwas actually required to leave the Philippi Bus Garage five minutes
earlier to start her morning run while returning to the Bus Garage
12 minutes later following her evening run.
The Respondent noted through the testimony of Mr. Zinn that
service personnel in Barbour County are paid on the basis of a
seven and one-half hour day. Grievant's actual driving time after
the alterations to her route was just under four hours, allowing
ample time for completion of preliminary and postliminary duties
such as safety and maintenance checks, cleaning the bus interior,
washing the bus on a weekly basis, etc.
The bus schedule Grievant followed at the beginning of the
1993-94 school year was essentially the same schedule as she
followed in 1992-93. Mr. Zinn testified that the student population along U.S. Route 119 had been increasing as a result of new
housing being constructed in that area. He also noted that
graduation and new enrollment inevitably affected the student
population along certain bus routes from year to year. As this was
Mr. Zinn's first year as Transportation Director, he did not feel
he had sufficient information to mandate a change in the bus
schedule until the student population was firmly established and he
had the opportunity to personally review the routes where the
current drivers could not agree on a necessary change.
(See footnote 4)
Mr. Zinn indicated that the bus operated by Mr. Freeman, a new
bus operator, was overloaded. Mr. Zinn concluded that this
overload condition was directly contributing to Mr. Freeman's
arriving later than desired at PBHS. Mr. Zinn indicated that
Grievant was arriving at PBHS earlier than any of the other drivers
and had only 20 students on a 65-passenger bus at the time of
arrival at PBHS. (Grievant claims that she had 47 high school
students assigned and, although not all of them rode the bus each
day, her "average" load upon arrival at PBHS was "between 30 and
40.") Mr. Zinn determined that Grievant had both time and seating
capacity available to accommodate alterations to relieve Mr.
Freeman's overload.
(See footnote 5) Thus, the previously described changes in
Grievant's route were made, along with certain changes in the
routes of Ms. Bartley and Mr. Freeman.
On September 28, 1993, Grievant was notified in writing by Mr.
Zinn that she was not to make her morning run on September 29,
1993. Instead, Mr. Zinn rode Grievant's bus with a substitute
driver following the new route which had begun on September 27th.
(See footnote 6)
Consistent with her instructions from Mr. Zinn, Grievant rode
another bus operated by her husband, Howard Conner, and receivedher regular rate of pay for that day. Based upon his observations
while covering Grievant's route with a substitute bus operator, Mr.
Zinn established the specific times Grievant was to be at certain
points on her recently revised bus route. Grievant claims that
this was the only time BCBE has ever followed such a procedure in
regard to setting a bus operator's schedule.
Mr. Zinn's explanation for this action at Level II was that on
September 27 and 28, 1993, Grievant arrived at PBHS 25 to 30
minutes later than she had been arriving prior to the alteration in
her bus route. Since Mr. Zinn had previously ridden over each of
the affected routes, he was surprised to find that Grievant needed
an additional 25 to 30 minutes to complete her route. His calculations led him to believe that Grievant's route would only be
extended by approximately 10 minutes. In addition, Mr. Zinn began
receiving telephone calls from concerned parents who stated that
Grievant had told their children that they would have to start
leaving for school half an hour earlier each morning.
(See footnote 7)
Mr. Zinn elected to verify the amount of time required to
cover Grievant's revised route, and selected a 69-year-old, retired
bus operator, "Digger" Schola, to drive the route on the 29th of
September while Mr. Zinn rode along as an observer. Because Mr.
Schola was a substitute bus operator with no prior knowledge of
this particular route, Mr. Zinn felt he was sufficiently neutral toprovide a fair indication of the actual driving time required. Mr.
Zinn indicated that Mr. Schola did not exceed any speed limits and
they arrived at each critical point on Grievant's route on
schedule, including PBHS where they arrived about 22 minutes
earlier than Grievant's arrival on the 27th. Based on that "trial
run," Mr. Zinn clarified Grievant's bus route through a memo noting
the times she should arrive at certain "critical points" on her
route.
Third, although Grievant was not effectively transferred at
the beginning of the 1993-94 school year, BCBE had full authority
to complete such a transfer under § 18A-2-7, notwithstanding Mr.
Larry's unauthorized representations regarding the limited changes
he contemplated occurring in her route. As was apparent from Mr.
Phillips' testimony, the purpose of giving Grievant § 18A-2-7
notice was to provide BCBE with additional flexibility in revising
school bus routes at the beginning of the next school year.
Moreover, transfer decisions fall within the purview of the
Superintendent and the Board, making any limiting representations
by BCBE's Director of Transportation ultra vires, as he was clearly
without authority to bind BCBE.
Because the changes to Grievant's bus route were not so
substantial as to result in a transfer, Grievant has little, if
any, standing to complain about relatively minor alterations in her
route. Where, as here, BCBE had taken appropriate steps in
accordance with § 18A-2-7 to obtain authority to transfer Grievant,
the employer should not be penalized for making less substantial
changes which impacted on Grievant's conditions of employment.
Fourth, and finally, it must be remembered that county boards
of education have broad discretion to transfer personnel, provided
they comply with applicable procedural requirements established by
state law. See State ex rel. Hawkins v. Tyler County Bd. of Educ.,
166 W. Va. 363, 275 S.E.2d 908 (1980). The record here indicates
that BCBE in no way abused its discretion in regard to the changes
made in Grievant's bus route.
Grievant also alleges that this alteration in her bus route
was made in violation of W. Va. Code § 18A-4-8a. That statute
provides, in pertinent part, "[n]o service employee shall have his
or her daily work schedule changed during the school year without
such employee's written consent . . . ." Claims relating to
alterations in bus routes contrary to § 18A-4-8a have generated a
considerable amount of litigation before this Grievance Board. In
order to assess the merits of Grievant's claim, a review of our
prior holdings on the scope of protection afforded school service
employees by the previously quoted portion of § 18A-4-8a is in
order.
(See footnote 8)
In one of this Board's earliest encounters with this issue,
Coburn v. Kanawha County Board of Education, Docket No. 20-86-087
(Sept. 10, 1986), aff'd sub nom. Kanawha County Bd. of Educ. v.
Coburn, Civ. Action No. 86-C-AP-212 (Kanawha County Cir. Ct. Mar.
14, 1989), a unilateral 11.6 mile per day addition to a bus
operator's route was found to violate § 18A-4-8a. However, it was
noted in a footnote: "This is not to say, however, that slightmodifications of the work schedule cannot be made pursuant to Code,
18A-4-8a, and each case will be decided on its own merits."
(citation omitted) Coburn, supra, at 8 n. 8. Consistent with
Coburn, this Board noted in Smith v. Lewis County Board of
Education, Docket No. 21-88-043-3 (Dec. 30, 1988), that "[s]light
alterations of a bus operator's driving schedule during a school
year may be necessary due to need; however, an arbitrary alteration, which adds time or distance to the operator's workday and
which serves no useful purpose, constitutes an unlawful schedule
change as contemplated by W. Va. Code § 18A-4-8a." In Froats v.
Hancock County Board of Education (Froats I), Docket No. 89-15-164/202 (Aug. 31, 1989), a violation of § 18A-4-8a was found where
a bus operator's work day was extended approximately 12 minutes by
a mid-year addition of a "junior high run" at the end of the day.
However, in Froats v. Hancock County Board of Education (Froats
II), Docket No. 89-15-414 (Dec. 18, 1989), no violation was
established when the same run was added to a bus operator's
schedule in the summer between school terms.
Payton v. Lincoln County Board of Education, Docket No. 89-22-649 (Feb. 16, 1990), clarified Smith in one particular by noting
that "additions of twelve to fourteen and eighteen miles are
generally not such 'slight alterations.'" Payton may well be the
most significant change addressed to date, because the Grievant
there had two separate runs of 12 and 18 miles added to his
established schedule.
In Ross v. Preston County Board of Education, Docket No. 91-39-026 (July 12, 1991), this Grievance Board determined that adding
a single stop to an established bus route did not warrant additional compensation to the bus operator in question, notwithstanding
that such stop had been part of a supplemental run during the
previous school year. Roberts v. Lincoln County Board of Education, Docket No. 92-22-131 (Aug. 31, 1992), continued to follow
this Board's earlier holdings, stating that "[s]light mid-year
alterations in bus schedules are not per se violations of Code
§ 18A-4-8a; such alterations must be analyzed, however, on a case-by-case basis." Nonetheless, the reassignment of one student from
another route, causing the bus operator to drive an additional mile
each day, was found to violate § 18A-4-8a since there was "no
compelling reason" for the reassignment. Roberts, supra, at 9.
Finally, Titus v. Wood County Board of Education, Docket No.
92-54-023 (Apr. 30, 1992), citing Coburn and Smith, found that a
bus operator's daily work assignment was "not significantly
altered" by a change in his route which added 5.3 miles but reduced
total driving time by 15 minutes.
As noted in Froats II, supra, a strict, literal interpretation
of § 18A-4-8a would preclude a school board from ever changing a
bus operator's schedule since one school year technically ends on
June 30 and a new school year begins each July 1. Froats II at 8
n. 20. As stated in Froats II, "a county board of education must,
at least between school terms, have freedom to make at least
reasonable, small changes to a bus operator's daily work schedule,within the parameters of her contract, many of which cannot
reasonably be effected until shortly before school starts for
pupils in any given year." Froats II at 10-11.
By notifying Grievant of a possible transfer for the 1993-94
school year, Respondent was clearly attempting to put Grievant on
notice that certain alterations in her bus route were contemplated
at the beginning of the new school year. While the alterations
which were ultimately made were not sufficiently significant to
constitute a transfer within the meaning of § 18A-2-7, that does
not bar the school board from making appropriate, less significant
alterations to bus routes at the beginning of the new school year.
Likewise, the fact that the modifications, as implemented, may
have exceeded the scope of change anticipated by Mr. Zinn's
predecessor, Mr. Larry, does not limit the school board's discretion to make necessary alterations. Clearly, there was no
demonstrated intent on the part of Mr. Larry, Mr. Zinn or anyone
else within BCBE to mislead Grievant or to obtain a waiver of her
right to a hearing on her proposed transfer under "false pretenses." While the alterations in Grievant's bus route were not made
until September 27th, Grievant was aware, as a result of her
proposed transfer notice, her meeting with Mr. Zinn in August
before school started, the meeting with the other two affected bus
operators, and the fact that Mr. Zinn rode her bus route as an
"observer," that some alteration to her "carryover" 1992-93
schedule was virtually inevitable.
The record indicates that the bus route changes at issue were
made for proper and rational reasons at the earliest practicable
point in the new school year. Implementation of the changes was
deliberately delayed here in an effort to allow the employees to
amicably resolve the situation among themselves rather than the
employer imposing a solution upon them. Mr. Zinn should be
commended for his considerable initiative in striving to reach a
prompt decision that was fair to all parties concerned.
Moreover, this alteration in bus routes did not extend
Grievant's workday beyond the parameters of her current contract.
Certainly, the legislature did not contemplate that a custodian who
is required to sweep an additional corridor of a school building
that is opened after the school year begins would have to consent
to a change in his "daily work schedule," even though his workday
still did not exceed seven and one-half hours. Thus, consistent
with this Grievance Board's earlier holding in Froats II, a school
board may make modifications in existing bus routes at the
beginning of the new school year, as necessitated by such factors
as new equipment, road construction and shifting student population.
(See footnote 9)
Grievant further contends that BCBE's actions in regard to
both the alteration of her bus route (Grievance 93-01-544) and the
use of a substitute driver to establish the times in her new busschedule (Grievance 93-01-543) violated W. Va. Code § 18-29-2(m)
and (o). Subsection "m" defines "discrimination" to mean "any
differences in the treatment of employees unless such differences
are related to the actual job responsibilities of the employees or
agreed to in writing by the employees." Subsection "o" defines
"favoritism" to mean "unfair treatment of an employee as demonstrated by preferential, exceptional or advantageous treatment of
another or other employees." In order to prevail on claims of this
nature, Grievant must prove the allegations in her case by a
preponderance of the evidence. Williams v. Lincoln County Bd. of
Educ., Docket No. 93-22-386 (Mar. 7, 1994); Steele v. Wayne County
Bd. of Educ., Docket No. 89-50-260 (Oct. 19, 1989).
In order to establish a prima facie case of discrimination
under W. Va. Code §18-29-2(m), this Board's ruling in Steele v.
Wayne County Board of Education, Docket No. 89-50-260 (Oct. 19,
1989), requires a grievant to demonstrate the following:
(a) that she is similarly situated, in a pertinent way,
to one or more other employee(s);
(b) that she has, to her detriment, been treated by her
employer in a manner that the other employee(s) has/have
not, in a significant particular; and,
(c) that such differences were unrelated to actual
responsibilities of the grievant and/or other employee(s), and were not agreed to by the grievant in writing.
Steele, supra, at 15.
In regard to Grievance 93-01-544, the alterations to Grievant's bus route, the undersigned finds that BCBE's extensions to
her morning and evening runs in terms of distance traveled and
driving time constitute adverse changes in Grievant's terms and
conditions of employment sufficient to make out a prima facie case
of discrimination under § 18-29-2(m). However, based upon BCBE's
considerable effort to alter bus routes in a reasoned and rational
manner, as heretofore discussed, the Respondent established
sufficient non-discriminatory factors for its actions so as to
refute Grievant's prima facie case. See Tex. Dept. of Community
Affairs v. Burdine, 450 U.S. 248 (1981); Graley v. W. Va. Parkways
Economic Dev. & Tourism Auth., Docket No. 91-PEDTA-225 (Dec. 23,
1991). Similarly, Grievant failed to produce sufficient evidence
to establish that the actions she complains of amount to "favoritism" prohibited by § 18-29-2(o).
Grievant also claims that BCBE's actions in altering her bus
route and employing a substitute to establish the time schedule for
her altered bus route constituted harassment. Harassment is
defined by W. Va. Code § 18-29-2(n) as "repeated or continual
disturbance, irritation or annoyance of an employee which would be
contrary to the demeanor expected by law, policy or profession."
Grievant cannot prevail on this issue because a preponderance of
the evidence demonstrates that Mr. Zinn's actions in behalf of BCBE
were not "contrary to the demeanor expected by law, policy orprofession." See Eagle v. Marion County Bd. of Educ., Docket No.
94-24-226 (Nov. 23, 1994); Fareydoon-Nezhad v. W. Va. Bd. of
Trustees at Marshall Univ., Docket No. 94-BOT-088 (Sept. 19, 1994).
Indeed, Grievant's delay in arriving at PBHS on the first two
mornings following alteration of her bus route would cause a
reasonable employer to suspect that she was engaging in a deliberate effort to thwart her schedule change in a manner bordering on
insubordination or willful neglect of duty.
Finally, Grievant claims that these actions were taken in
reprisal or retaliation for previous grievances which Grievant had
filed against BCBE. Reprisal is defined by W. Va. Code § 18-29-2(p) as "retaliation of an employer or agent toward a grievant or
any other participant in the grievance procedure either for an
alleged injury itself or any lawful attempt to address it."
Similar to the Steele proof analysis for determining when a
grievant has proven a prima facie case of discrimination, a
grievant claiming retaliation may establish a prima facie case of
reprisal by presenting evidence as follows:
(1) that he/she engaged in protected activity,
e.g., filing a grievance;
(2) that he/she was subsequently treated in an
adverse manner by the employer or an agent;
(3) that the employer's official or agent had
actual or constructive knowledge that the employee
engaged in the protected activity; and
(4) that there was a causal connection (consisting
of an inference of a retaliatory motive) between the
protected activity and the adverse treatment.
Consistent with the foregoing requirements, Grievant made out
a prima facie case of retaliation in regard to the alterations in
her bus route which became effective on September 27th, as her bus
route became less desirable because she was getting paid the same
for doing more driving. In addition to Grievant's evidence that
she filed one or more grievances of which Mr. Zinn became aware
shortly before this action occurred, the undersigned takes
administrative notice that Grievant prevailed before this Grievance
Board in two decisions issued a few months before the events at
issue here. Conner v. Barbour County Bd. of Educ., Docket No. 93-01-421 (Apr. 20, 1994); Conner v. Barbour County Bd. of Educ.,
Docket No. 93-01-154 (Apr. 8, 1994).
(See footnote 11) Nonetheless, BCBE countered with preponderant evidence that the route changes were madefollowing a careful and painstakingly fair analysis of the
situation, with controlling consideration being given to the safe
and efficient transportation of public school students while
conserving BCBE's fiscal resources. None of Grievant's evidence
persuasively tended to demonstrate that these reasons were either
pretextual or a subterfuge for retaliation. See Tex. Dept. of
Community Affairs v. Burdine, 450 U.S. 248 (1981).
In regard to the grievance relating to the substitute bus
operator driving Grievant's route, the undersigned is not persuaded
that this event was necessarily adverse to Grievant. Certainly
there was no evidence of a documented adverse action which could
negatively impact on Grievant's employment status. Moreover,
Grievant was paid her regular rate of pay for not driving her bus,
establishing at least a benign situation in terms of her daily
wage.
While Grievant complains about being removed from her run, her
primary quarrel appears to be with the fact that certain critical
arrival times on her altered schedule were established based upon
the one-time coverage of her route by a substitute driver. Had Mr.
Zinn arbitrarily established these critical times, Grievant's
perception of retaliation would be understandable. However, Mr.
Zinn merely employed the substitute bus operator to verify the
schedule times he had previously established on September 24th.
Thus, there was no substantive change adverse to Grievant as
required to establish a prima facie case of retaliation.
In any event, assuming for the sake of argument that replacing
Grievant with a substitute driver and establishing the critical
times on her bus route based upon the substitute's completion of
her route is an action from which Grievant is protected by the
§ 18-29-2(p) prohibition against reprisal, BCBE presented
preponderant evidence that this action was taken for legitimate,
nonretaliatory reasons. As noted, Mr. Zinn had previously ridden
on each of the five buses transporting students to PBHS earlier in
the month and had carefully revised the bus routes to assure that
all buses could arrive at PBHS not later than 8:10 a.m. Thus, he
was understandably nonplused when Grievant began arriving at PBHS
10 to 20 minutes later than expected on the first two mornings
following the change. Under these circumstances, it was not
unreasonable to infer that Grievant was engaging in a deliberate
effort to sabotage the revised schedule. Accordingly, Mr. Zinn's
response in arranging for a substitute driver to complete Grievant's route without any loss of pay or adverse notation in her
personnel record, does not demonstrate intent to retaliate against
Grievant for her previous protected activity. See Tex. Dept. of
Community Affairs v. Burdine, 450 U.S. 248 (1981).
In addition to the foregoing discussion, the following
findings of fact and conclusions of law are appropriate in this
matter.
2. Grievant was notified by letter dated March 24, 1993 that
she was being recommended for transfer pursuant to W. Va. Code
§ 18A-2-7.
3. Grievant's immediate supervisor, Edward Larry, thereafter
advised her, both verbally and in writing, that the only contemplated change to her current bus route involved "Rt. 119 overload
students to the High School."
4. Grievant did not request a hearing before BCBE in regard
to her proposed transfer.
5. On July 1, 1993, Charles Zinn replaced Mr. Larry as BCBE's
Director of Transportation.
6. Before school started in August 1993, Mr. Zinn held
meetings with BCBE's regular bus operators, including Grievant, in
an effort to establish revised bus routes and schedules before
school started. Mr. Zinn concluded that he could not establish
firm routes and schedules as he was lacking accurate information in
regard to graduations and families moving into the area, factors
which impacted on the student population experienced during the
previous school year, 1992-93.
7. Grievant began the 1993-94 school year following the same
bus route and schedule she had followed in 1992-93.
8. Shortly after school started, Mr. Zinn learned that a bus
operated by Willis Freeman, a new bus operator, was arriving at
Philip Barbour High School (PBHS) later than 8:10 a.m., the desired
arrival time for high school students.
9. Mr. Zinn found that Mr. Freeman's bus was overloaded. Of
the five BCBE buses transporting students to PBHS, only Grievant
and Pam Bartley were either arriving at PBHS early enough or had
sufficient unused seating capacity to accommodate Mr. Freeman's
overload.
10. Mr. Zinn arranged for Grievant, Ms. Bartley and Mr.
Freeman to meet on or about September 18 or 19 in an effort to
voluntarily adjust their routes to resolve the problem. The bus
operators were unable to agree on a solution.
11. Mr. Zinn thereafter rode each of the five buses on their
regular runs in an effort to determine what route adjustments could
be made.
12. On Friday afternoon, September 24, 1993, Mr. Zinn advised
Grievant of certain changes in her bus route that would take effect
on September 27, 1993, the following Monday.
13. The bus route alterations directed by Mr. Zinn required
Grievant to drive approximately 4.4 additional miles on both her
morning and afternoon runs. These alterations increased the
driving time on each of Grievant's two bus runs by 10 to 15
minutes.
14. Grievant did not give verbal or written consent to the
changes and was not provided any additional compensation by BCBE.
15. BCBE pays school service personnel, including bus
operators, on the basis of a seven and one-half hour day. Even
after the additions to her bus route, Grievant normally spent no
more than four hours per day driving her bus route, allowing ampletime for preliminary and postliminary duties such as safety and
maintenance checks, interior and exterior cleaning, etc.
16. On the mornings of September 27 and 28, 1993, Grievant's
bus arrived at PBHS 25 to 30 minutes later than it had been
arriving prior to the route change.
17. Consistent with written notice provided to Grievant on
the afternoon of September 28, 1993, Mr. Zinn rode Grievant's bus
on the morning of September 29, 1993, while the bus was operated by
a substitute bus operator, "Digger" Schola.
18. Grievant was permitted to ride on the bus of her choice
on the morning of September 29, 1993, and suffered no loss in pay.
No adverse comments were entered in her personnel records.
19. Based on Mr. Schola's successfully meeting the revised
schedule without violating any speed or safety laws, Mr. Zinn
established certain "critical times" when Grievant was required to
arrive at certain points on her revised bus route.
20. Prior to Mr. Zinn's assumption of duties as BCBE's
Director of Transportation, Grievant filed at least two grievances
under the established statutory grievance procedure for education
employees, W. Va. Code § 18-29-1 et seq., of which Mr. Zinn had
personal knowledge based upon his involvement at the lower levels.
In addition, in April 1994 Grievant prevailed against BCBE before
the West Virginia Education and State Employees Grievance Board in
two Grievances filed against Mr. Zinn's predecessor. The Grievance
Board concluded in those cases that Grievant was the victim ofreprisal prohibited under W. Va. Code § 18-29-2(p) and awarded
appropriate remedies against BCBE.
1. The changes in Grievant's bus route which became effective
on September 27, 1993, did not constitute a transfer under W. Va.
Code § 18A-2-7. Titus v. Wood County Bd. of Educ., Docket No. 92-54-023 (Apr. 30, 1992). See Froats v. Hancock County Bd. of Educ.,
Docket No. 89-15-414 (Dec. 18, 1989); Dunleavy v. Kanawha County
Bd. of Educ., Docket No. 20-89-008 (Feb. 23, 1989).
2. Grievances contending that a bus operator's route has been
changed in violation of the provision in W. Va. Code § 18A-4-8a,
which limits changes in a school service employees' daily work
schedule during the school year to those which are consented to in
writing by the employee, must be decided on a case-by-case, fact-specific basis. Roberts v. Lincoln County Board of Education,
Docket No. 92-22-131 (Aug. 31, 1992). See Coburn v. Kanawha County
Board of Education, Docket No. 20-86-087 (Sept. 10, 1986), aff'd
sub nom. Kanawha County Bd. of Educ. v. Coburn, Civ. Action No. 86-C-AP-212 (Kanawha County Cir. Ct. Mar. 14, 1989).
3. Notwithstanding the language in W. Va. Code § 18A-4-8a
restricting changes in a service employee's daily work schedule, "a
county board of education must, at least between school terms, have
freedom to make at least reasonable, small changes to a bus
operator's daily work schedule, within the parameters of her
contract, many of which cannot reasonably be effected until shortly
before school starts for pupils in any given year." Froats v.Hancock County Board of Education, Docket No. 89-15-414 (Dec. 18,
1989).
4. Where, as here, alterations in a bus route are made at the
beginning of the school year based upon factors largely beyond the
school board's control, such as a transitory student population,
the schedule being followed is simply a "carryover" from the prior
school year, the bus operator was placed on notice of a potential
transfer at the end of the prior school year, and the actual "daily
work schedule" for which the employee is compensated has not been
exceeded, such alterations do not violate W. Va. Code § 18A-4-8a.
5. In order to establish a prima facie case of discrimination
under W. Va. Code §18-29-2(m), a grievant is required to demonstrate the following:
(a) that she is similarly situated, in a pertinent way,
to one or more other employee(s);
(b) that she has, to her detriment, been treated by her
employer in a manner that the other employee(s) has/have
not, in a significant particular; and,
(c) that such differences were unrelated to actual
responsibilities of the grievant and/or other employee(s), and were not agreed to by the grievant in writing.
Steele v. Wayne County Board of Education, Docket No. 89-50-260
6. Although Grievant made out a prima facie case of discrimination under W. Va. Code § 18-29-2(m) in regard to the alterations
in her bus route described in Finding of Fact No. 13, BCBE
presented sufficient non-discriminatory reasons for its actions so
as to refute Grievant's prima facie case. See Tex. Dept. of
Community Affairs v. Burdine, 450 U.S. 248 (1981); Graley v. W. Va.Parkways Economic Dev. & Tourism Auth., Docket No. 91-PEDTA-225
(Dec. 23, 1991).
7. Under this Grievance Board's standard for determining when
a grievant has established a prima facie case of § 18-29-2(m)
discrimination, Grievant failed to establish a prima facie case of
discrimination in regard to BCBE's actions in assigning a substitute operator to drive her route as more fully described in
Findings of Fact Nos. 17 - 19, since there was no showing that
such actions operated to Grievant's detriment in any significant
way. Steele, supra.
8. Even if, for the sake of argument, Grievant established a
prima facie case of § 18-29-2(m) discrimination in regard to being
taken off her regular morning run on September 29, 1993, the
Respondent established sufficient non-discriminatory factors,
including the need to provide for the safe and efficient transportation of students to their schools, to refute any inference of
improper discriminatory motives. See Tex. Dept. of Community
Affairs v. Burdine, 450 U.S. 248 (1981); Graley v. W. Va. Parkways
Economic Dev. & Tourism Auth., Docket No. 91-PEDTA-225 (Dec. 23,
1991).
9. Inasmuch as a preponderance of the evidence demonstrates
that Mr. Zinn's actions in these matters was not "contrary to the
demeanor expected by law, policy or profession," Grievant failed to
demonstrate that she was the victim of harassment as defined in
W. Va. Code § 18-29-2(n). See Eagle v. Marion County Bd. of Educ.,
Docket No. 94-24-226 (Nov. 23, 1994); Fareydoon-Nezhad v. W. Va.Bd. of Trustees at Marshall Univ., Docket No. 94-BOT-088 (Sept. 19,
1994).
10. Reprisal is defined as "retaliation of an employer or
agent toward a grievant or any other participant in the grievance
procedure either for an alleged injury itself or any lawful attempt
to address it." W. Va. Code § 18-29-2(p). A grievant claiming
retaliation may establish a prima facie case of reprisal by
presenting evidence as follows:
(1) that he/she engaged in protected activity,
e.g., filing a grievance;
(2) that he/she was subsequently treated in an
adverse manner by the employer or an agent;
(3) that the employer's official or agent had
actual or constructive knowledge that the employee
engaged in the protected activity; and
(4) that there was a causal connection (consisting
of an inference of a retaliatory motive) between the
protected activity and the adverse treatment.
11. Although Grievant made out a prima facie case of
retaliation in regard to the alterations in her bus route which
became effective on September 27th, BCBE countered with preponderant evidence that the route changes were made following a painstakingly fair analysis of the situation, with due consideration for
the safe and efficient transportation of public school students and
BCBE's fiscal resources. None of Grievant's evidence persuasivelytended to demonstrate that these reasons were either pretextual or
a subterfuge for retaliation. See Tex. Dept. of Community Affairs
v. Burdine, 450 U.S. 248 (1981).
12. In accordance with the rationale set forth in Conclusion
of Law No. 7, the undersigned finds that Grievant failed to make
out a prima facie case of reprisal in regard to BCBE's assignment
of a substitute bus operator to drive her route on September 29,
1993. However, assuming that this is an adverse change in her
working conditions from which Grievant is protected by the § 18-29-2(p) prohibition against reprisal, BCBE presented preponderant
evidence that the action was taken for legitimate, nonretaliatory
reasons. See Tex. Dept. of Community Affairs v. Burdine, 450 U.S.
248 (1981); Mace v. Pizza Hut, Inc., 377 S. E.2d 461 (W. Va. 1988);
Shepherdstown Vol. Fire Dept. v. W. Va. Human Rights Comm'n, 309
S.E.2d 342 (W. Va. 1983); Webb v. Mason County Bd. of Educ., Docket
No. 89-26-56 (Sept. 29, 1989).
13. Grievant's claims alleging Title VII-type discrimination
on the basis of age, sex and religion are not properly within the
jurisdiction of this grievance board. Norton v. W. Va. Northern
Community College, Docket No. 89-BOR-503 (Apr. 28, 1993).
Accordingly, these Grievances are DENIED.
LEWIS G. BREWER
Administrative Law Judge
Dated: January 31, 1995
Footnote: 1Mr. Zinn excluded two drivers whose current passenger load
was near the maximum for their buses and had no seats available to
alleviate the problem noted.
Footnote: 2This change formed the basis for the grievance represented
by Docket No. 93-01-544.
Footnote: 3Grievant also testified as to such matters as the width of
the respective highways, their inclination, speed limits and
priority for maintenance under snow and ice conditions. At best,
these factors may be relevant to support her estimate of additional
time required to drive the miles added to her morning run. It is
not necessary to go beyond essential considerations of time and
distance to determine if a bus operator has had "his or her daily
work schedule changed" within the meaning of § 18A-4-8a.
Footnote: 4Mr. Zinn testified that he had wanted to publish the bus
routes in the local newspaper prior to the beginning of school for
the benefit of the affected parents. However, after meeting with
the drivers and obtaining their schedules for the previous year,
Mr. Zinn recognized that alterations would be necessary and he did
not have sufficient information to publish an accurate schedule.
Footnote: 5Grievant indicated that following the alterations in her
route, she had more than two high school students assigned to each
seat but the number of students assigned to her bus did not exceed
the rated capacity of 65 passengers. Grievant speculated that Mr.
Freeman was either deliberately driving too slowly or was unfamiliar with his route at the beginning of the year, causing the delay
in his arrival at PBHS. This interpretation is not supported by a
preponderance of the evidence.
Footnote: 6This action by Mr. Zinn forms the basis for the grievance
identified by Docket No. 93-01-543.
Footnote: 7Grievant testified that she only told the students that they
would have to leave "early" without specifying any amount of time.
She blames the children for this statement being "blown out of
proportion." Despite Grievant's quibbling as to her exact words,
Mr. Zinn clearly had a valid basis to look into the situation.
Footnote: 8This analysis will focus primarily on alterations to bus
operators' "regular runs" as these runs are subject to far greater
change from students moving from one residence to another, the
opening of new highways and other factors beyond the school board's
control. Supplemental runs are generally treated differently. See
e.g., Light v. Lincoln County Board of Education, Docket No. 89-22-144 (May 30, 1989), where this Board found that adding a second
student (and, thereby, an additional 30 minutes) to a one-hour,
one-student supplemental run, violated the bus operator's contract
and warranted additional compensation of $2.00 per run; and Terek
v. Ohio County Board of Education, Docket No. 35-87-294-3 (July 20,
1988), aff'd Civ. Action No. 88-C-AP-45 (Ohio County Cir. Ct. Mar.
13, 1992), where adding a 30-minute mid-day supplemental run to
Grievant's work day was found to violate § 18A-4-8a.
Footnote: 9It is noted that this interpretation of W. Va. Code § 18A-4-8a is consistent with the provision of the West Virginia Constitution calling for a thorough and efficient system of free schools.
W. Va. Const., Art. XII, § 1.
Footnote: 10Grievant similarly complains that these actions constituted
unlawful discrimination on the basis of her age, sex and religion.
However, this Board has previously determined that grievances
claiming Title VII-type discrimination are not properly within the
jurisdiction of this grievance board. Norton v. W. Va. Northern
Community College, Docket No. 89-BOR-503 (Apr. 28, 1993).
Accordingly, these aspects of Grievant's claim will not be
addressed in this decision. However, it is noted that to the
extent that Grievant made out a prima facie case of discrimination
on the basis of age and sex, any inference of discrimination was
refuted by the same evidence which the Respondent produced to
refute the charge of discrimination under § 18-29-2(m). See Tex.
Dept. of Community Affairs v. Burdine, 450 U.S. 248 (1981); Frank's
Shoe Store v. W. Va. Human Rights Comm'n, 365 S.E.2d 251 (W. Va.
1986); Graley v. W. Va. Parkways Economic Dev. & Tourism Auth.,
Docket No. 91-PEDTA-225 (Dec. 23, 1991). There is insufficient
evidence in the record to support even a prima facie case of
discrimination on the basis of religion. See McDonnell Douglas
Corp. v. Green, 411 U.S. 792 (1973).
Footnote: 11 In each of the decisions cited, it was concluded that
BCBE, through its agents, engaged in various acts of reprisal
against Grievant in violation of § 18-29-2(p).