This Hostile Work Place keeps the "Dirty Looks" Flying- David Lee Soothes Dysfunctional Planning Department Employee's Battles

STOP THE SPITWADS
NOW PLAY NICE KIDS!!

 


INTEROFFICE               COUNTY OF SANTA CRUZ

   MEMO                       PLANNING DEPARTMENT

 

Date:         September 25., 2003

 

To:             Barbara Ginsberg, Planning Technician

 

From:         David Lee, Assistant Planning Director

 

Subject:     Response to Complaint regarding Hostile Work Environment

 
 

On June 17th, in an EMAIL to me, you described an incident with a co-worker that caused you to start shaking. You indicated that this person had lied to you and that she was trying to cause you problems at work. You stated that you have a right to a non-hostile work environment, and that it was up to management to ensure it was provided. On June 24th, 2003, I began an investigation into the allegations. In response to your complaint, we met on two occasions, on June 24thth, and again on September 9th. We also had several other brief conversations.

 

 In addition to interviewing you, I also interviewed eight other employees, reviewed applicable County policies, and reviewed several EMAILS.   I have concluded my investigation, and outlined below are my findings.

 

Background- Summary of Complaint

 

In our interview on June 24th, you indicated that you were having problems with three employees: Holly Hartranft, Claire Machado, and Jim Davies.  Specifically, you allege that 1) these individuals are giving you “dirty” looks; 2) these employees are approaching other co-workers, individually and collectively, and saying bad things about you and asking them not to be your friend or to socialize with you; 3) that one or more of these individuals asked you to stay out of the Code Compliance work area; 4) that a co-worker told you that Claire Machado had called you a “slut” and that you could not be trusted; and 5) that Holly Hartranft had grabbed you and confronted you in mid May in the code compliance work area about a personal matter and spoke so loudly that other co-workers could hear her remarks.

 

In our interview, you indicated that this all started following an incident last October where your ex-husband, Mark Ginsberg, contacted Claire Machado on her cell phone outside of work, and told her that she was a “target.” You explained that you were with Ms. Machado when she received that call. You also disclosed that you had a previous relationship with Jim Davies, a co-worker, and that Claire was now with Jim. Because of that, you felt that there was competition between the two of you, and that tensions have since escalated as a result. Further, you believe that because Holly is Claire’s friend, and Jim’s friend, that she is siding with Claire.

 

In a subsequent memo to me dated August 15th, in response to my request for your suggestions on the actions that needed to be taken to resolve the problems in the workplace, you indicated that “in the last month Holly and I seem to have figured out how to deal with each other effectively at work in a positive way…”  You further indicated that interactions with Jim had improved to some degree. However, you indicated that you were continuing to have problems with Claire. You indicated that Claire: 6) continues to give you hostile glares and will walk right into you if you do not yield to her in the hallway; 7)has lost her temper with you, 8) shared your confidential apology regarding the head lice comment with two co-workers and 9) shrieked at you for interacting with her child, which was uncalled for, as you have cared for Brianna in the past, and you felt you had a well-established relationship with her.

 

Findings

 

The County of Santa Cruz has adopted a policy prohibiting harassment in the workplace against a County employee on the basis of race, color, creed, religion, national origin, ancestry, disability, medical condition, marital status, sex, sexual orientation, age, pregnancy, gender, veteran status, or any other non-merit factor.  (Personnel Regulations Section 191.1). Harassment includes, but is not limited to, verbal harassment, physical harassment, visual harassment, and/or sexual advances. 

 

The allegations that you have described in your EMAIL of June 17th, your memo of August 15th, and that you discussed with me on a few different occasions do not constitute harassment/hostile work environment, as defined under Title VII of the Civil Rights Act. There is no evidence that any of the events that have occurred are being directed against you because of race, color, creed, religion, national origin, ancestry, disability, medical condition, marital status, sex, sexual orientation, age, pregnancy, gender, veteran status, or any other non-merit factor. Rather, their origins are completely outside of the workplace and are the result of personal relationships between yourself and other co-workers, including Claire Machado, Holly Hartranft, and Jim Davies. Although a hostile work environment is not found, the County takes seriously all matters where an employee is faced with conflict in the workplace.  Accordingly, the department has looked into each of your allegations as outlined below.

 

Allegation 1:  Claire, Jim, and Holly are giving you “dirty” looks.

 

A co-worker indicated that she witnessed these individuals giving you “dirty” looks on several occasions.

 

The rift between you and Claire in particular is well known in Office. However, this is a professional office, and employees are to treat each other with respect. These individuals will be counseled and advised that we expect all employees to deal with each other in a business-like manner. 

 

 

Allegation 2: These employees are approaching other co-workers, individually and collectively, and saying bad things about you and asking them not to be your friend or to socialize with you.

 

Two of your co-workers did indicate that they have been approached in the past at different times by Claire and Holly and either cautioned about being your friend, or asked about their friendship with you. Some negative comments were made about you-but at least one of these co-workers indicated that you also made negative comments to her about Claire. 

 

In the course of my investigation, I discovered that the Section Manager, David Laughlin, had determined over a year ago that you were spending too much time in the code compliance work area and that your behavior was disruptive to the work environment. (too much socialization) At that time, he spoke with Mr. Deming, your direct supervisor, and requested that you limit your interactions with the code staff. Mr. Laughlin also advised several of his staff to be direct with you, if necessary, if you were attempting to engage anyone in conversation or distract them from their work. Other individuals I interviewed indicated that you are very social, at times loud, and at times discuss uncomfortable details about your personal life.

 

When questioned about this, one of the co-workers cited the directive from their manager as the basis for cautioning her co-workers about socializing with you. The other indicated that she did not initiate the contact, but if asked, would offer her feelings about you.

 

Again, this is a professional office, and employees are to treat each other with respect. All parties are expected to refrain from “bad-mouthing” a fellow employee, and will be so counseled. This applies to you as well.

     

Allegation 3:  That one or more of these individuals asked you to stay out of the Code Compliance work area.

 

This is consistent with the directive given by the Code Compliance manager, Mr. Laughlin. He expressly empowered his staff to be forceful, if necessary, in communicating with you about not disrupting the work of the Code Compliance staff. 

     

Allegation 4: That a co-worker told you that Claire Machado had called you a “slut” and that you could not be trusted.

 

I could find no evidence that anyone referred to you in this derogatory manner.

   

Allegation 5:  That Holly Hartranft had grabbed you and confronted you in mid May in the code compliance work area about a personal matter and spoke so loudly that other co-workers could hear her remarks.

 

A witness to this episode indicated that the interaction was indeed loud, that it occurred in the Code Compliance area, was about non-work matters (going to the Strawberry music festival), that you were trying to end the conversation but Holly persisted, but she did not witness any physical contact between the two of you.

 

Ms Hartranft indicated that this incident started because you had come into the cubicle area and began talking about the upcoming concert, which men were going, and that she couldn’t take it any more. She agreed that she was forceful and emphatic in her communications with you, consistent with the instructions from Mr. Laughlin. She admitted that others probably overheard her remarks, some of which were about your personal life. She apologized to one co-worker.

 

This incident should not have occurred in the workplace. It was not about business, but an event outside the office. Again, the underlying hostilities erupted in an inappropriate manner. 

This is a professional office. Staff needs to conduct themselves in a business-like manner. Personal matters should not be discussed openly in the workplace. Intimate details about relationships and other personal matters have been shared with co-workers who do not always welcome such information.

   

6) Claire continues to give you hostile glares and will walk right into you if you do not yield to her in the hallway.

 

While I did not find any independent evidence to validate this allegation, it is clear that there are still tensions between the two of you that continue to exist and that are counter-productive to a positive work environment.

   

7) Claire has lost her temper with you.

 

The only incident I am aware of where Claire raised her voice in the workplace is the one involving her child. This is discussed below.

   

8) Claire shared your confidential apology regarding the head lice comment with two co-workers.

 

When you and I met with you in June, I told you that it was completely inappropriate for you to make that comment about Claire to Mr. Cleary. You asked whether you should apologize, and I indicated that I think you should do so. That day you sent you an EMAIL offering an apology. Below is the string of EMAILS that resulted.

 

Hello Claire:

 

With regards to a brief conversation I had at the GID Thursday 6/19/03 with our mutual friend Steve, I would like to apologize for a comment I made which was inappropriate.  I'm sorry I said what I did.  In the future I will make sure to strive to keep my behavior at the GID and at work in general, as always, as professional as possible.

 

Most Sincerely,

 

Barbara  

 

Barbara,

 

You may consider my ex-roommate and friend Steve Cleary a mutual friend, however, this is an assumption on your part. He only considers you to be an aquaintance. He was highly offended by your comments regarding me because he knows the truth about the situation to which you referred. I suggest you also apologize to him and any other member of the public that heard your comments. I also suggest that you do not talk about subjects that you do not have full information about.

 

While I will accept your apology, I will not tolerate any further offensive behavior of this nature and if I find out you are continuing to spread or make untrue or incorrect comments to anyone about me, it will continue to be immediately reported to management.

 

Claire

 

Claire,

 

Most people who have an open invitation to my home retain the title of 'friend' as far as I am concerned.  If that is a misnomer where Steve is concerned he can feel free to correct me.  I am very sorry if I offended Steve.  It certainly didn't seem that way as he was smiling and laughing with me as he usually does. The next time I see him I will speak to him about it.  There were no other members of the public in the area. 

 

In the future, if you have a problem with me that you feel you can't bring to me personally, by all means feel free to bring it to my Manager, Mark Deming or Assistant Director, David Lee.  I agree its the best way for the quickest resolution, except of course, for the problem not to occur at all.

 

Barbara,

 

I will only continue to have contact with you on this matter and others similar through management. I do not want any direct contact from you unless it is 'strictly' work related.

 

Claire

 

 

At that point, I intervened and asked both of you to stop trying to get the last word in.

 

Subsequently, I discovered that Claire had shared this string of EMAIL with two co-workers.

 

It was inappropriate for you to make that comment to Mr. Cleary, and it was inappropriate for Claire to distribute the EMAIL’s to her co-workers. As both of you have been counseled regarding this incident, no further action is required at this time.

 

9) Claire shrieked at you for interacting with her child, which was uncalled for, as you have cared for Brianna in the past, and you felt you had a well-established relationship with her.

 

In the Email above, Claire makes it very clear to you that she wants to limit the interactions between the two of you to “strictly work related” matters. In my investigative interviews with both of you, I requested that each of you limit your interactions to the minimum extent necessary. Mr. Deming and Mr. Laughlin gave similar directions to both you and Claire. In light of this, engaging Claire’s daughter was completely inappropriate. You may not have intended to provoke Claire, but you clearly did, and I think her reaction under the circumstances was understandable. A parent has the right to set boundaries for their child, and as adults, we need to respect those. You need to avoid contact with her daughter in the workplace, and we expect that you will.

   

Conclusion:

 

While I have found that there are no violations of the County’s policies regarding harassment or violence in the workplace, there is definite tension and ongoing hostility, especially between you and Claire, which has spilled into the work place. This rift is well known by co-workers, and it is very disruptive to a harmonious office environment. 

 

Actions and Expectations

 

In response to my request, you prepared a list of specific actions that you asked management to take to resolve your complaints regarding a hostile work environment. After reviewing your requests, and after reviewing the information gathered in interviews, EMAILS, and applicable County policies, I have arrived at certain conclusions about what needs to be done to address the current problems in the workplace.

 

This is a professional office, and all of our employees need to conduct themselves in a professional manner, both in dealing with the public and with each other. To this end, both you and Claire need to be able to interact with each other on a working basis. We do not expect employees to like each other, but we do expect all employees to be able to deal with each other on business matters in a business-like manner.

 

Personal matters should not be discussed openly in the workplace. Intimate details about relationships and other personal matters have been shared with co-workers who do not always welcome such information. If a friendship develops, the appropriate place and time to discuss personal affairs is outside the office, not in the workplace. There is too much discomfort in the workplace and it needs to stop now.

 

Making negative remarks about another employee in the workplace is inappropriate, and this too needs to stop. If there is a problem with a co-worker, bring it to the attention of your supervisor.

 

Claire has the right to set parameters for interactions with her child, and you need to respect these and avoid contact with Brianna. 

 

We encourage interactions between co-workers, and like to foster a friendly and positive work environment. Joking with each other, laughing, and having a little fun while working hard is part of our office culture. There is obviously a balance- as these can be disruptive to others-but we do not want to stifle positive interactions between co-workers. Our jobs are stressful, and laughter is a good tonic. But the workplace should be a quiet, professional area in which employees complete their work.  All employees in Planning are expected to be respectful, professional, and considerate of the noise levels. 

 

You have an outgoing personality, but sometimes you can be ‘over-the-top”- a bit too loud, laugh too much, make unsolicited remarks to co-workers, and so forth. This can be distracting and annoying to others, and this is an area you need to address. Minimize your contact with the Code Compliance staff, and do not socialize in their work area. I know that you take breaks with one of the Code Compliance employees- meet this person in the hall or downstairs to respect the boundaries that have been requested by Mr. Laughlin. Respect Claire’s work area and her stated desire to be left alone. 

 

The Personnel Department has offered to arrange for professional assistance on a limited basis to help with conflict resolution if the two of you are willing to participate in such a process. This is completely voluntary. Please let me know if you are open to this idea and I will make the necessary arrangements.

 

Our expectation from this point forward is that the two of you will interact on a professional basis, and in a professional manner, to the extent necessary as your job duties require. Departmental expectations will also be provided to Ms. Machado and other employees as appropriate. Failure to comply with these directives and expectations will result in disciplinary action.

 

Cc Ajita Patel, Equal Employment Opportunity Officer

      Alvin James, Planning Director

      David Laughlin, Principal Planner

      Mark Deming, Principal Planner




HOW MUCH of David Lee's Time was taken up on this one?

 

COUNTY OF SANTA CRUZ

INTER-OFFICE CORRESPONDENCE

 

 

DATE: December 4, 2003

 

TO:   Claire Machado, Code Compliance Investigator IV      

 

FROM:  David Lee, Assistant Planning Director

 

SUBJECT:  Grievance 430- Level 1

 

This memorandum is the Level I response of the Planning Department to Grievance #430, which you filed on November 5, 2003.  Your grievance asserts that management staff did not adequately investigate or take appropriate action in response to your concerns that a coworker has created a hostile work environment.

 

You have asked the department to reevaluate its findings with regards to your June 20, 2003 complaint about your coworker.  This complaint stems from an October 2002 incident between you, a coworker, and the coworker’s husband, and subsequent events that occurred both within and outside the workplace. The Planning Department investigated your complaint and provided its findings to you in a written response, dated September 25, 2003.

 

The Department met with you and your representative, Jim Heaney, on December 1, 2003.

 

Your grievance alleges that the County has violated MOU Article 20 and misinterpreted Personnel Administrative Policy XX.18 Workplace Violence.  We will address each of these authorities in turn.

 

MOU Article 20: Article 20 reads, in relevant part:

 

A.           An employee shall report health or safety hazards to their immediate supervisor.

B.           If the immediate supervisor is unable to abate the hazard, the matter shall be referred to the Department Head who will meet with the employee and the immediate supervisor regarding the matter.

 

Article 20 refers to the safety standards set by the State Division of Industrial Safety pursuant to the Occupational Safety and Health Act.  The Article provides a procedure to follow when potential hazards, as defined by this Act, occur.  Your complaint about your co-worker is not relevant to this section.

 

MOU Article 22.2 (B): Even if your grievance was related to occupational health or safety, it is expressly excluded and cannot be grieved under Article 22.2 (B).  

 

Personnel Administrative Policy XX.18:  You also contend that the County has violated the County’s Workplace Violence policy. Personnel administrative policies are not grievable, except to the extent specifically noted in the MOU.   The Department’s actions with respect to the matters you have raised in your grievance are consistent with this policy, past practice and all other County policies and law. 

 

Your grievance claims that you are being harassed in the workplace and that you are experiencing a hostile work environment. 

 

Your complaints of a hostile work environment, as well as those related to the Department’s alleged failure to adequately investigate or take appropriate action based on your complaint, fall under the employment discrimination umbrella.  Article 6 of the MOU refers to Federal, State and County requirements for addressing claims of discrimination.  The County’s Personnel Regulations, in Section 192, establish the County’s Employment Discrimination or Harassment Complaint Procedure.  Section 192.2 provides that all employment discrimination complaints shall be handled in accordance with Section 192, rather than through an MOU grievance procedure.  

 

The Department investigated your June complaint of a hostile work place, issued a written report on September 25th, and discussed this matter with you on October 8, 2003. The Department has adequately investigated your complaint, and taken appropriate steps to address the situation.

 

Finally, even if hostile work place complaints were appropriately addressed through the grievance procedure, this grievance is not timely.  Article 22.5.B(1) of the MOU specifies that grievances must be filed within thirty calendar days of the occurrence or discovery of an alleged grievance. The Department provided you with a written response to your June 20 complaint on September 25, 2003. The deadline for filing a grievance was thirty days later-October 25, 2003. You filed your grievance on November 5, 2003, well past the thirty-day deadline.  

 

On October 8th when we met, you submitted a memo detailing the reasons why you disagreed with the findings of our report. In the final paragraph, you state, “ This memo is a formal grievance of your actions.” In our October 8th meeting, where your representative, Jim Heaney, accompanied you, I explained that this was not the proper way to file a grievance.  I indicated that I could not consider this memo to be a formal grievance, nor could I respond to it as such. A formal grievance was subsequently filed, but as noted, it was not timely. Accordingly, even it you could have appropriately grieved these alleged incidents, you delayed too long to do so.

 

Your grievance is untimely and without merit and is hereby denied.  You may, within fourteen (14) calendar days after receipt of this decision, present a written appeal of this decision to the Personnel Director.

 

While this grievance is denied, because it is evident that you are still having difficulties at work with a co-worker, we agreed to look at the possibility of re-locating your workstation. Also attached is information on the Employee Assistance Program. I again offered to arrange for a conflict resolution session with you and your co-worker, but you declined. 

 

With effort by all the parties, including you, I am confident that these issues can be resolved once and for-all.    

 

 

cc:     Ajita Patel, EEO Officer

          Laurie Hill, Senior Personnel Anaylst

Tom Burns, Planning Director

Jim Heaney, Representative

Leslie Scanagatta, SEIU Local 415


____________________________________________

 

COUNTY OF SANTA CRUZ

 

Planning Department

MEMORANDUM

 

Date:  February 3, 2006

To:      Jim Heaney, Building Inspector

From: Jennifer Hutchinson, Building Official

Re:      Driver’s License

The purpose of this memo is to document our conversation earlier this month regarding your DUI arrest in December and the possibility that you may lose your driving privileges as a result. You indicated to me that you presently posses a valid California driver’s license that allows you to drive a vehicle and perform your duties as a building inspector in the field. If your driving privileges are revoked at any time in the future, either by the Department of Motor Vehicles or as a result of court action, you are required to notify me within one working day and to immediately discontinue operating a County Vehicle.  Failure to notify me of any driver license revocation or suspension or actually driving without a license would be grounds for immediate disciplinary action up to and including the possibility of dismissal.

I have reviewed this memo, understand the contents, and have received a copy.

 

___________________________________________________________________________


________________________________________________________________

COUNTY OF SANTA CRUZ
INTER-OFFICE CORRESPONDENCE


DATE: October 11, 2001

TO:    Holly Hartranft-Linkemyer, Building Permit Technician I

FROM: Alvin D. James, Planning Director

SUBJECT:
         NOTICE OF INTENT TO RELEASE FROM PROBATIONARY APPOINTMENT

               
________________________________________________________


Notice is hereby given that the Planning Department intends to release you from your probationary appointment effective at 5:00 p.m. on October 18th.  

REASONS

The Planning Department intends to release you from probationary appointment for the following reasons which are stated for the purpose of complying with Civil Service Rule VI.E.3.:

You make too many mistakes in performing one of the essential tasks required of a Building Permit Technician I, the routing of building permit applications. Your supervisor has found repeated and numerous mistakes in your routing decisions. These errors result in processing delays and unnecessary complications for applicants, co-workers, your supervisor, and other reviewing agencies. This is unacceptable after five months on-the-job.  



NOTICE OF RIGHT TO RESPOND

You, or your representative, shall have the right to respond either orally or in writing to the Planning Department regarding the intended release from probationary appointment. In order to exercise such opportunity to respond, an employee must schedule a meeting for this purpose with the Planning Director, who is the designated representative for the Planning Department.  Such meeting must be held by 5 p.m on October 18th in the office of Alvin James, Planning Director, 701 Ocean Street, Santa Cruz. To arrange such a meeting, you should contact my secretary, Bernice Romero, at 454-3137.

You are entitled to attend such meeting in person, with, or through a representative.

On or after the conclusion of such meeting, if any, the Department shall determine whether or not to proceed with its intention to release you from probationary appointment. The decision of the Planning Department shall be final.





______________________________                ___________________

ALVIN D. JAMES                            DATE