DM4300-001, EEO COMPLAINT PROCESSING PROCEDURES

 

 

TABLE OF CONTENTS

 

 

 

Page

 

CHAPTER I – INTRODUCTION                                          1

 

1     Purpose and Scope                                             1

2                   Special Instructions/Cancellations         1

3                   Statement of Policy               2

4                   Authorities                   2

 

CHAPTER II – GLOSSARY OF TERMS                                   4

 

1     General                                                       4

2     Terms                                                       4

 

CHAPTER III – GENERAL PROVISIONS FOR PROCESSING EEO COMPLAINTS     7

                

1     General                                                       7

2     Complainant’s Responsibility                                   7

3     Processing                                                  8

4     Alternative Dispute Resolution                              8

5     Freedom From Reprisal                                        9

6    Time Limit                                                  10

7     Representation and Official Time                              11

8     Access to Records                                             13

9     Sharing Information                                             13

10     Resolution Strategy                                             14

11     Factors of the Resolution Strategy                              14

 

CHAPTER IV – INFORMAL EEO COMPLAINT PROCESS                         17

 

1     Participation in Informal Process Required                    17

2     Complainant May Amend A Pending Complaint                         17

3     Authority to Resolve                                        17

4    The Informal EEO Counseling Process                         17

5    Role and Responsibility of the EEO Counselor                    18

6     Rights of Complainant                                        19

7     Approach/Activities During EEO Counseling Period               19

8     Election of ADR                                             20

9     Problem Resolution                                             21

10   EEO Counselor’s Report                                        22

11     Notice of Right to File                                        23

12     Training                                                       23

13     Reporting Contacts                                             24

14     Cooperation                                                  24

 

CHAPTER V – FILING AN INDIVIDUAL COMPLAINT                          25

 

CHAPTER VI – ALTERNATIVE DISPUTE RESOLUTION                         31

 

1     Opportunity                                                  31

2     Offer                                                       31

 

CHAPTER VII – INVESTIGATION                                        32

 

1     Notice                                                       32

2     Coverage                                                       32

3     Survey                                                       33

4     Background                                                  33

5     Impartiality                                                  33

6     Cooperation                                                  33

7     Responsible Management Officials                              34

8     Distribution                                                  34

9     Access to Report                                             34

10     Supplemental Investigation                                   35

11     Completion of the Investigation                              35

12     Adequacy of the ROI                                             36

13     Evidentiary Consideration                                   36

 

CHAPTER VIII – HEARING                                             38

 

1     General                                                        38

2     Policy                                                       39

3     Processing                                                  39

4     Costs                                                       39

 

CHAPTER IX – FINAL AGENCY DECISIONS                                   40

 

1     Processing                                                  40

2     Content                                                       40

3     Corrective Actions                                             40

4     Rights to Review                                             41

5     Transmittal                                                  41

 

CHAPTER X – RESOLUTIONS                                             42

 

1     Voluntary Dispute Resolution                                   42

2     Effect of a Resolution Offer                                   42

 

CHAPTER XI – REMEDIAL ACTIONS                                        45

 

1     Policy                                                       45

2     Scope of Relief                                             45

3     Agency Discretion                                             45

4     Presumptions                                                  46

5     Limitation                                                  46

6     Relevance                                                       46

7     Types of Remedial Relief                                        47

8     Agency Negotiations                                             47

9     Attorney Fees                                                  48

 

CHAPTER XII – ATTORNEY’S FEES AND COSTS                              49

 

CHAPTER XIII – COMPLIANCE WITH SETTLEMENTS AND FINAL AGENCY DECISIONS     51

 

CHAPTER XIV – CLASS DISCRIMINATION COMPLAINTS                    52

 

1     General                                                       52

2    Pre-Complaint Processing                                        52

3     Formal Complaints                                             53

4     Referral for a Recommendation to Accept or Dismiss               53

5     Processing Accepted Complaints                              55

6     Recommended and Final Agency Decision on the Merits               55

 

CHAPTER XV – APPEALS TO THE EEOC                                   57

 

1     Right to Appeal and Applicable Time Limits                    57

2     Processing                                                  58

 

CHAPTER XVI – RIGHT TO FILE A CIVIL ACTION                         61

 

1     Right to File                                                  61

2    Time Limits                                                  61

3     Processing                                                  61

4     Termination of Administrative Processing                         61

 

CHAPTER XVII – SPECIAL PROVISIONS                                  63

 

1     Allegations of Reprisal                                        63

2     Procedures for Complaints Alleging Reprisal                    63

3     Formal Complaint Processing Stages                              64

4     Notice of Intent to Sue                                     66

5     Mixed Case Complaints                                       67

6     Relationship to Other Dispute Resolution Systems           68

 

APPENDIX A                                                      A-1

 

EEO Counselor Checklist                                         A-1

Manager Review of EEO                                          A-3

     Counselor’s Report                                            A-5

Acceptance/Dismissal Checklist                               A-5

Nonselection Checklist                                         A-7

Nonreferrals Checklist                                         A-9

Appraisals Checklist                                         A-11

Discharge (Discipline) Checklist                               A-13

Reprisal Checklist                                              A-15

Sexual Harassment Checklist                                    A-17

Resolution Strategy                                               A-19

Settlement Agreement Analysis Form                               A-22

Attorney’s Fees Checklist                                    A-23

Agreements Checklist                                         A-25

Final Decision                                                    A-27

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. DEPARTMENT OF AGRICULTURE

WASHINGTON, D.C. 20250

 

 

   DEPARTMENTAL MANUAL

 

Number:

4300-001

 

SUBJECT: EEO Complaint Processing Procedures

 

 

DATE:

July 20, 2001

OPI:

Office of Civil Rights       

 

 

CHAPTER I - INTRODUCTION

 

 

1                   PURPOSE AND SCOPE

 

As part of its commitment to provide a work environment free from employment actions and/or employment decisions based on race, color, religion, sex, national origin, age, disabilities, retaliation for prior equal employment activity, sexual orientation, genetic information, political beliefs, parental status, and marital status, the USDA herein establishes a system to process employment discrimination complaints, including procedures for offering and conducting Alternative Dispute Resolution (ADR) in employment discrimination complaints (Departmental Regulation 4710-1, USDA Alternative Dispute Resolution).  It is USDA’s objective and policy to resolve complaints, when possible, via informal or formal settlement negotiations with complainants. Agencies are primarily responsible for carrying out this policy. USDA may, at its election, provide assistance to agencies at any stage of the complaint process to facilitate an amicable resolution to all complaints. The resolution strategy of USDA and its use is explained in Sections 11 and 12 below.

 

2                   SPECIAL INSTRUCTIONS/CANCELLATIONS

 

This manual superceeds and replaces DM 4300-1 dated October 18, 2000, which is hereby cancelled.  The changes implemented in this manual concern the use of Alternative Dispute Resolution in the EEO complaint process.  In addition, a number of minor style and typographic corrections have been made that do not affect the substantive processing of a complaint.

 

3                   STATEMENT OF POLICY

 

Any employee who believes he/she has suffered in the terms and/or conditions of employment, due to an action and/or decision (including a failure to act or decide) by an official or employee of USDA, and believes that this action and/or decision was motivated by a discriminatory animus based on his/her race, color, sex, religion, age (40 years of age or over), national origin, physical or mental disability, retaliation for prior equal employment activities, sexual orientation, genetic information, political beliefs, parental status, or marital status may file an individual complaint of employment discrimination in accordance with the USDA Equal Employment Opportunity (EEO) Employment Complaint Processing Procedures. Moreover, pursuant to 29 C.F.R. 1614.204, class complaints[1] of discrimination may be filed on the behalf of a group of employees, former employees, or applicants for employment who are alleged to have been adversely affected by an agency personnel policy or practice which discriminates against the group on the basis of their common race, color, religion, sex, national origin, age, or disability.

 

4                   AUTHORITIES

 

There are eleven bases of discrimination which are cognizable under the following statutes and Executive Orders:

 

a                      Statutory

 

                                                                     (1)            Title VII of the Civil Rights Act of 1964, as amended, prohibits employment discrimination against individuals based on race, color, sex, national origin, religion, and reprisal.

 

                                                                     (2)            The Age Discrimination in Employment Act (ADEA) of 1967, as amended, prohibits employment discrimination against individuals who are 40 years of age or older.

 

                                                                     (3)            The Rehabilitation Act of 1973, as amended, prohibits employment discrimination against qualified individuals with physical or mental disabilities.

 

                                                                     (4)            The Equal Pay Act, an amendment to the Fair Labor Standards Act, protects men and women who perform substantially equal work in the same establishment from sex-based wage discrimination.

 

b     Executive Orders

 

                                                                     (1)            Executive Order 13087 provides that, as a matter of Federal policy, an individual’s sexual orientation should not be the basis for the denial of an employment or promotional opportunity.

 

                                                                     (2)            Executive Order 13145 (February 8, 2000) prohibits discrimination in Federal employment based on genetic information.

 

                                                                     (3)            Executive Order 13152 (May 12, 2000) provides for a uniform policy within the Federal Government to prohibit discrimination based on an individual’s status as a parent.

 

In addition to the above-noted eleven bases of discrimination, the internal policies within the United States Department of Agriculture (hereinafter referred to as the USDA) also prohibit employment discrimination based on marital status and political beliefs.


CHAPTER II – GLOSSARY OF TERMS

 

1     GENERAL

 

The following words or acronyms have particular meanings when used in the context of the USDA Equal Employment Opportunity (EEO) Complaint System:

 

2    TERMS

 

     a Alternative Dispute Resolution (ADR) - Any of a number of conflict resolution techniques listed in DR 4710-1 which use a neutral third party to assist the complainant and agency in resolving EEO complaints, including, but not limited to, mediation, facilitation, and arbitration

 

     b Administrative Judge (AJ) - An individual assigned by the Equal Employment Opportunity Commission (EEOC) to conduct a hearing on the complaint if requested by the complainant.

 

     c Agency - One of the primary components (Administration, Office, Service, or Staff) of USDA.

 

     d     Basis - The prohibited factors of discrimination (i.e., race, color, sex, age [over 40], religion, national origin, disability, parental or marital status, political beliefs, sexual orientation, genetics, or reprisal).

 

     e     Complaint - An allegation, formal or informal, that an action or decision in USDA (if an individual complaint) or a policy or practice of USDA (if a class action complaint), which has personally affected an employee was discriminatory on a prohibited basis.

 

     f     Complaint Process or System - The entire set of actions possible on an EEO complaint, including counseling, acceptance, rejection, dismissal, investigation, resolution, hearing, decision, appeal, and civil action.

 

     g     EEO Counselor - An individual assigned to discuss and attempt to resolve informal EEO complaints within USDA.

 

     h     Days – all timeframes referenced in days in this manual are calendar days.

 

     i     Director of Equal Emp