- - ORIGINAL l STATE OF OREGON ‘ 2 TEACHER STANDARDS AND PRACTICES COMMISSION 3 In the Matter of the ) Teaching and Administrative ) 4 Licenses cf ) STIPULATION, SURRENDER OF ) LICENSE, FINDINGS OF FACT 5 MARK L. SHERMAN ) AND ORDER 6 On December 3, 1997, the Teacher Standards and Practices 7 Commission (Commission) issued a Notice of Opportunity for 8 Hearing to Mark L. Sherman. Thereafter, Mr. Sherman requested a 9 hearing through his attorney, William F. Hoelscher. The 10 Commission and Mr. Sherman have now reviewed the issues connected ll with this proceeding and have determined that their respective 12 interests and the public interest are best served by a 13 stipulation to certain facts and a surrender of Mr. Sherman's ( ‘14 teaching license. Mr. Sherman understands in entering in to this i 15 stipulation that the Commission will accept his surrender of 16 license and will suspend the license through March 20, 1999. l7 STIPULATED FACTS 18 Mr. Sherman and the Commission stipulate as follows: 19 1. Mr. Sherman holds a standard Oregon teaching license that 20 expires on March 20, 1999. He previously held a Standard 21 Oregon administrative license that expired on March 20, 22 1996. 23 2. Mr. Sherman was employed as a teacher and administrator by 24 the Multnomah Education Service District (ESD) for 25 approximately sixteenyears until June 1995 when he was 26 dismissed by the district. i 1 7 Page 1 - STIPULATION, SURRENDER OF LICENSE, FINDINGS OF FACT AND ORDER 1 3. Mr. Sherman has applied for and is receiving early ' 2 retirement allowances from the Public Employee Retirement 3 System (PERS), and as a PERS retiree, he is unable to accept 4 fullJtime employment as a teacher in Oregon. Mr. Sherman 5 has no plans to apply for a teaching or administrative 6 license in Oregon and agrees to waive his right to seek 7 reinstatement of his Oregon teaching or administrative 8 license. 9 4. Mr. Sherman asserts that he is financially unable to 10 participate with legal counsel in a lengthy hearing before , 11 the Commission at this time. 12 5. During the time he was employed as a principal of the l3 Alternative Education Alpha High School of the Multnomah l4 ESD, Mark L. Sherman voluntarily entered the Serenity Lane '15 Alcohol/Drug Rehabilitation Treatment program as an in- 16 patient, and successfully completed that program. 17 6. On or about June 20, 1995, Multnomah ESD terminated 18 Sherman's employment as a principal on a number of charges; 19 a hearing was held before the Oregon Fair Dismissal Appeals 2O Board (FDAB), which concluded that Sherman's termination 21 from his Multnomah ESD principa1’s position was justified 22 under the FDAB statute, despite Sherman's claims that he 23 was subjected to employment discrimination in violation of 24 Title VII and the Americans with Disabilities Act. While 25 Sherman did not appeal that FDAB decision and he does not 26 agree with it, he acknowledges that he is bound by the ' findings contained in the order, and he further acknowledges Page 2 — STIPULATION, SURRENDER OF LICENSE, FINDINGS OF FACT AND ORDER I‘ 1 that the Commission will adopt the findings of fact 2 contained in that order. '3 7. Mr. Sherman maintains that he was subject to employment 4. discrimination by the ESD; he filed a Title VII/ADA Civil i 5 Rights claim with the Civil Rights Division of the Oregon 6 Bureau of Labor & Industries, which found substantial 7 evidence of such discrimination; and Sherman's Title VII/ADA 8 claim is pending trial in the United States District Court 9 for the District of Oregon at the time of this stipulation. 10 8. On or about January, 1997, Sherman moved his place of ll residence to California, where he applied for and received a 12 “One Year Nonrenewable Specialist Instructions Credential in l3 Special Education" frcn the California Commission on Teacher 14 Credentialing. Mr. Sherman states that this credential is '5 renewable based on successful completion of the C-Sest 16 Examination. l7 9‘ Mr. Sherman states he is an active regular attending member 18 of Alcoholics Anonymous, and he has been subjected to l9 numerous drug screening tests over the past 4.5 years. He 20 further states that all screening tests have determined that 21 he is continuing to be sober and free from recreational drug 22 usage. 23 M ‘M 24 M L. herman Date 25 Q ‘ Mt» ‘M5122 26 David V. Myton Date Executive Director Teacher Standards and Practices Commission ‘Page 3 — STIPULATION, SURRENDER OF LICENSE, FINDINGS OF FACT AND ORDER l FINDINGS OF FACT '2 The Commission makes the following additional findings of 3 fact: 4. . . l. Follo'fving his dismissal from the Multnoma'n ESD, Mr. Sherman 5 filed an appeal with the Oregon Fair Dismissal Appeals 6 Board. 7 2. On September 16, 1996, the Fair Dismissal Appeals Board 8 upheld the dismissal and issued an order containing certain findings of fact. A copy of these findings of fact are lO attached to this order as Exhibit "A“. The Commission adopts and incorporates by reference and adopts the findings l2 of fact set forth in Exhibit "A". ORDER l4 The Commission concludes that Sherman's conduct, as set 5 ' forth above, constitutes a violation of Commission standards 16 under OAR 584—020—0040. Based on the above, the Commission l7 accepts the voluntary surrender of Mr. Sherman's teaching license, and the Commission suspends the license through March 19 20, 1999. If Mr. Sherman applies for reinstatement of either 2O his teaching or administrative license the Commission staff will 21 consider the above Findings of Fact and this Order in the 22 determination of whether to approve or deny the application at 23 the staff level, subject to Mr. Sherman's hearing rights under 24. ORS 342.177. 25 £745, DATED this day of January, 1999. 26 TEACHERADARDS ANMDPRACTICES COI~fi~1ISSION BY: “e / I ‘QM ‘ David V. I-iy on, E ecutive Director Page 4 — STIPULATION, SURRENDER OF LICENSE, FINDINGS OF FACT AND ORDER l APPROVED AS TO FORM: ' 2 \Ni.%m% Hv-cpxlw 3 m Attorney for Mark L. Sherman 4 . 6 1 7 8 9 lO ll l2 l3 l4 '15 16 l7 18 l9 2O 21 22 23 24 25 26 Page 5 — STIPULATION, SURRENDER OF LICENSE, FINDINGS OF FACT AND ORDER l FAIR DISMISSAL APPEALS BOARD ' 2 OF THE STATE OF OREGON 3 MARK L. SHERMAN, ) ) FDA No. 954 4 Appellant, ) ) 5 v. ) RULINGS, FINDINGS OF FACT ) CONCLUSIONS OF LAW AND ORDER 6 MULTNOMAH EDUCATION SERVICE ) DISTRICT, ) 7 ) Respondent. ) 8 ) R 9 Respondent employed appellant as a principal at its alternative high schools. 10 Respondent dismissed appellant on June 20, 1995, for the statutory dismissal grounds of 11 inadequate perfonnance, insubordination, and neglect of duty. 12 Appellant appealed his dismissal to this board. The hearing on the appeal was held 13 on April 30, May 1, June 12 and June l3, 1996, at the offices of the Multnomah Education 14 Service Distn'ct in Ponland, Oregon. William F. Hoelscher represented appellant and . 15 Bruce A. Zagar represented respondent. l6 The hearing was before a panel appointed from the board; the panel members were 17 Duane Johnson, Alfred McDaniel, and Robert Eddy. The panel herewith issues its Rulings, 18 Findings of Fact, Conclusions of Law and Order. 19 RULINGS 20 The rulings of the panel have been reviewed and the panel determines the rulings 21 were correct. The panel also agrees with the preliminary rulings and determinations of the 22 board’s executive secretary, C. Gregory McMurdo, prior to the commencement of the 23 healing and hereby identifies those rulings and determinations. 24 FINDINGS OF FACT 25 l. Respondent is a school district of the State 0f Oregon and has a student population 26 that exceeds 4,500. ‘\GE 1 - RULINGS, FINDINGS 0F FACT, CONCLUSIONS OF LAW g EXH'B'T 1 2. Respondent operates alternative high schools for at-risk youth. One of these g 2 schools, Donald E. Long School (DELS), is located in the Multnomah County facilities for 3 juvenile offenders and provides education to incarcerated youths. Respondent also operates 4 Alpha High School for students with problems relating to substance abuse and Helensview 5 High School for adolescent parents. 6 3. In July 1994 respondent appointed Susan Ritchey as Director of Alternative 7 Education. As director she supervised the principals of the alternative high schools. During 8 the 1994-1995 school year, Dr. James Jacobsen was respondent's Superintendent. 9 4. Respondent had employed appellant as a teacher in its schools since 1979. 10 Respondent appointed appellant acting principal of Alpha High School to complete the 1991- 11 1992 school years and selected him to be principal for the following school years. In June l2 1994 respondent leamed that appellant had been abusing alcohol and illegal drugs for many 13 years. Appellant admitted his substance abuse. Respondent placed appellant on leave and he 14 entered an in-patient treatment program. Respondent and appellant agreed that it not be I ' 15 appropriate to return him as principal of Alpha High School and so transferred appellant to 16 be principal of DELS. 17 5. Respondent would only permit appellant to return to work after he signed an 18 agreement specifying the conditions under which he returned to work. (Exhibit D-103.) 19 Appellant agmd to the following expectations set out in the agreement: 20 I understand and agree that my continued employment at MESD is contingent upon my meeting satisfactorily all of the above terms and that 21 my failure to do so relinquishes any defenses on my part and subjects me to immediate termination 0f employment with MESD. 22 In addition, I understand that upon return to the workplace I must meet ' 23 all established standards of conduct and job performance as well as the following performance expectations which apply to all principals of MFSD 24 Alternative Schools: 25 (a) To demonstrate appropriate judgment and decision-making 26 skills. "AGE 2 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW l (b) To demonstrate personal and professional integrity. ' 2 (c) To demonstrate the ability to resolve conflict. 3 (d) To demonstrate the stamina necessary to complete tasks. 4 (e) To effectively communicate with teaching and support staff. j_ 5 - (f) To represent the program in a professional and appropriate > ; manner within the community. ‘j ‘r 6 (g) To work cooperatively with other agencies and departments. 7 (h) To promote staff unity and teamwork. 8 (i) To channel the independent and creative energies of staff toward 9 common goals. 10 (j) To demonstrate appropriate supervisory skills. 11 (k) To implement and follow the policies, procedures, rules and regulations required of this agency. 12 I further understand that I shall be subject to MESD’s disciplinary procedures, 13 including dismissal, for failure to meet the above expectations. 14 6. Before appellant returned to work in August 15, 1994, Ms. Ritchey met with the ' 15 members of the Alpha staff. The Alpha staff discussed with her the concerns that staff had 16 with appellant’s performance as principal. In August 1994, Ms. Ritchey discussed with 17 appellant the concerns of the Alpha staff. 18 7. On August 11, appellant attempted to return to work in respondent’s 19 Administration Building before he signed the mutually-negotiated last chance agreement on 2O August 15. On August 11 appellant told Ms. Ritchey that he had signed the last chance 21 agreement although the agreement that he had signed was not an agreement to which 22 respondent had agreed. On August 11, appellant criticized the contents of the agreement in a 23 conversation with Gail Anderson, administration secretary, and said to her about respondent’s 24 administration that "they’re crazy.“ Appellant remained in the Administration Building 25 engaged in activities he described as work and did not leave the Administration Building until 26 directed to do so. Appellant signed the completed agreement on August 15 , 1994, and ‘PAGE 3 — RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW 1 reported to work shortly thereafter. Appellant was at DELS as principal until September 21, ' 2 1994. During that time appellant did not teach, however, as directed by respondent, and 3 instead had his teaching duties covered by a substitute teacher. 4 8. On or about September 21, 1994, a student accused appellant of conduct which 5 caused respondent to relieve him from duties requiring student contact and assign him to 6 work in its Administration Building. Due to the length of the investigation, which after eight 7 weeks exonerated him, appellant did not return to his duties at DELS until on or about 8 November 16, 1994. 9 9. While appellant was assigned to duties in the Administration Building, 10 Ms. Ritchey on November l, 1994, gave appellant two memorandum dated October 31 ll addressing issues that had developed regarding his performance up to September 21, 1994. 12 (Exhibits D-108 and D-109.) One set of issues involved the concerns of the teaching staff at 13 DELS about appellant’s performance as principal. Ms. Ritchey notified appellant that the l4 teaching staff at DELS had concluded that appellant: ' 15 A. Had poor organizational and group skills, as exemplified by his staff l6 meetings; 17 B. Had poor communication skills, a poor memory, and difficulty in l8 remaining focused; 19 C. Loudly and unnecessarily interrupted and disrupted their classes and 20 distracted their students; 21 D. Should have taught more and relied on substitute teachers less and did 22 not provide the substitute with adequate materials; 23 E. Did not interact well with DELS students, whom he agitated and whom 24 he did not appear to understand; and 25 Ill 26 /// ‘PAGE 4 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW l F. Would not be able to evaluate and supervise their teaching because he ' 2 himself had not yet taught at DELS and had not demonstrated an 3 understanding of students at DELS. 4 Appellant did not agree with his stast assessment of his performance as principal. 5 (See Exhibit P-47.) 6 On November 8, 1994, Ms. Ritchey also gave appellant a memorandum in which she 7 informed appellant that his lesson plans for his substitute were inadequate. Appellant had 8 compiled lesson plans from his predecessor and other miscellaneous materials and made hand 9 written modifications to these documents. (Exhibit D-119.) 10 10. On November l, 1994, Ms. Ritchey also gave appellant a second memorandum 11 dated October 31 which was entitled "Feedback and Expectations." (Exhibit D-lO9.) In her 12 memorandum Ms. Ritchey directed appellant, upon his return to DELS, to schedule his l3 administative tasks so that he could fulfill his teaching duties. In the October 31 14 memorandum Ms. Ritchey advised appellant that the lesson plans that he had prepared for his ' 15 substitute teacher were inadequate and that she was "dismayed" that appellant had not 16 provided the lesson plans for his substitute until she had directed him to do so. Appellant in l7 his memorandum dated November 8, 1994, disagreed with Ms. Ritchey’s assessment of his 18 lesson plans. (Exhibit P-46.) She also directed appellant to "exercise appropriate judgment 19 and organizational and management skills in meeting both your administrative and teaching ‘ 20 responsibilities. " ‘ 21 ll. On November l7, 1994, Dr. Jacobson reprimanded appellant in writing for 22 insubordination for appellant‘s conduct on August 11, 1994, his statements on that date about 1 23 management, his failure to teach, and his preparation of a draft letter without Ms. Ritchey’s i 24 approval. Dr. Jacobsen noted that appellant had admitted in his memorandum of I 25 November 8, 1994, that he had not assumed his teaching duties, as Ms. Ritchey directed in ‘ 26 August, in part because appellant had hoped to convince Dr. Jacobson to allocate more . ‘PAGE 5 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW . l administrative time to the principal’s position. Dr. Jacobson informed appellant that future ' 2 behavior similar to that described in the reprimand could be considered as a basis for his 3 recommendation for appellant’s dismissal. 4 12. Appellant returned from administrative leave on or about November l6, 1994. 5 On the morning of November 17 appellant was in his classroom working on nonteaching 6 tasks. Cyndi Moody, secretary for DELS staff, was also in appellant’s classroom. Also in 7 appellant’s classroom was MarieSchjeldalrl, a substance abuse specialist not employed by 8 respondent. Ms. Schjeldahl was conducting a drug and alcohol counseling session with 9 DELS students. A student raised an issue about the ability of persons using drugs and 10 alcohol to function as compared to when they were not using drugs and alcohol. The group 1 ll and Ms. Schjeldahl began discussing this issue. Appellant overheard the discussion and, 1 12 interrupting Ms. Schjeldahl‘s session, told the students that persons using drugs and alcohol . 1 13 functioned better while using these substances than they did when they stopped using. l4 Ms. Schjeldahl did not agree with the accuracy of appellant’s statements. ‘Appellant’s . 15 statement caused uncontrolled discussion in the group as the students argued with him, 1 l6 Ms. Schjeldahl and each other about appellant’s statement. Appellant reaffirmed his 1 17 statement as true and went on to explain it by drawing a chart on the blackboard and . 18 discussing it. Appellant’s interruption and discussion caused Ms. Schjeldahl to lose control l9 of the group. Appellant concluded his statements and left Ms. Schjeldahl to regain control of 2O the group by herself. In mid-December 1994 Ms. Schjeldahl reported this incident to 21 Ms. Ritchey. Ms. Schjeldahl avoided conducting sessions in appellant’s classroom after this 22 incident because she did not want appellant to interrupt her sessions. 23 l3. In mid-December 1994 Rodolfo Ortega, a teacher at DELS, reported to 24 Ms. Ritchey by written memorandum that in mid~November on two occasions appellant had 25 entered his classroom while Mr. Ortega was tutoring the student who had made the 26 accusation against appellant that resulted in the eight-week investigation. Mr. Ortega was ‘ PAGE 6 - RULINGS, FINDINGS 0F FACT, CONCLUSIONS OF LAW 1 tutoring the students in appellant’s classroom where appellant also kept an office. ' 2 Ms. Ritchey had orally instructed appellant in early November when he returned from 3 administrative leave that he was not to have contact with this student. Appellant remained in 4 the classroom during the tutoring session and organized his desk, performed miscellaneous 5 tasks about the room, and made telephone calls. Mr. Ortega observed the student become 6 increasingly agitated as appellant remained in the room. Dexter Fuller, another teacher 7 present in the room, also observed appellant’s behavior in the room during part of the 8 episode. During the second incident Mr. Ortega interrupted his lesson and advised appellant 9 that under the circumstances-appellant’s presence was inappropriate and that he was being 10 disruptive and asked him to leave. Mr. Ortega was concerned that appellant seemed unaware 11 that his presence was agitating the student, who was incarcerated for a violent offense. (See 12 Exhibit D-115 and Ortega and Fuller testimony.) Appellant testified that he needed to do 13 work in his office in the classroom at the time Mr. Ortega and the student were also present 14 in his classroom. ' 15 l4. On December l2, 1994, Cyndi Moody, DELS secretary, and appellant had a 16 discussion in the hallway at DELS about whether appellant would need a substitute teacher 17 on December l9 and 20, two days that were not covered by his contract. Appellant and 18 respondent disagreed over appellant’s work schedule on those two days. During the l9 discussion appellant became upset about his disagreement with respondent and Ms. Ritchey 20 over this issue. Appellant’s voice became louder and he sounded angry. Debbie Spicer, the 21 nurse at DELS, overheard in her office appellant’s raised voice and, after the conversation 22 had concluded, came out of her office to see what was happening. She asked Ms. Moody if 1 23 the male voice she had overheard was that of appellant. Ms. Moody confirmed that it was 1 24 appellant. 25 On December l6, 1994, appellant asked Cyndi Moody, DELS secretary, to speak 26 with him. Appellant asked Ms. Moody about her providing to Ms. Ritchey a memorandum ‘PAGE 7 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW 1 that appellant had prepared about scheduling teacher evaluations. Appellant and respondent , 2 disagreed about the days he was contracted to work in December 1994. Ms. Moody and 3 appellant began to discuss the disagreement. Appellant became agitated, raised his voice, 4 and said to Ms. Moody words to the effect that he was tired of the administration messing 5 with him and twice said in an angry way "fuck them" (referring to the administration) or 6 "fuck the administration. " Ms. Moody also became angry, told appellant not to do this to 7 her again, and left the area. 8 15. On January 5, 1995, Ms. Ritchey gave appellant a memorandum entitled "Your 9 behavior during November and December 1994." (See Exhibit D-118.) In it Ms. Ritchey 10 addressed, among other issues, the November 17, 1994, incident with Marie Schjeldahl and ll her group, the incidents when Mr. Ortega was tutoring a student in appellant’s classroom, 12 and appellant’s encounters with Ms. Moody on December 12 and l6. Ms. Ritchey advised l3 appellant that before deciding on an "appropriate response" to his behavior, she was giving l4 him an opportunity to respond to her memorandum. Appellant did so on January 19, 1995. ’ 15 (Exhibit P-52.) 16 l6. On January 5, 1995, appellant gave Ms. Ritchey a memorandum, with a copy to 17 Ms. Moody, in which he informed Ms. Ritchey that he had asked Ms. Moody to "please 18 keep me informed whenever formal intraprogram communications are released from the 19 DELS office to any outside entity. This request of course would include any formal 20 communications to the MESD arid any of its officials." (Exhibit D-122.) Ms. Ritchey and 21 Ms. Moody both interpreted appellant’s memorandum to be an attempt to monitor 22 Ms. Moody’s interactions with Ms. Ritchey about appellant. By memorandum dated January 23 11, Ms. Ritchey directed appellant to withdraw the January 5 memorandum, informed him 24 that the memorandum was unacceptable, and advised him that he "had no authority to impose 25 any conditions on communications between * * * the secretary at (DELS) and the MFSD 26 administration and me. " (Exhibit D-123.) Ms. Ritchey notified appellant that any attempt ‘PAGE 8 — RUIJNGS, FINDINGS OF FACT, CONCLUSIONS OF LAW 1 by him "to interfere with such communications also will not be tolerated." Appellant ’ 2 withdrew the January 5 memorandum as Ms. Ritchey directed. 3 l7. On January 26, 1995, appellant was in a classroom where Dexter Fuller, a 4 teacher at DELS, was conducting a discussion with two students about illegal drugs. Other 5 students present in the classroom were engaged in completing school work. Appellant 6 interrupted Mr. Fuller’s discussion with the two students and began discussing drug use. A 7 third student nearby stated that he was familiar with the drug under discussion because he 8 had used that drug for a year. Appellant focused his attention on this student and began to 9 examine him about his dnrg use. Appellant asked the student if he was addicted and if he 10 could accept his addiction. The student responded that he did not want to discuss his drug ll usage further with appellant. Appellant persisted in questioning the student about his drug 12 use, addiction, denial and participation in Alcoholics Anonymous. The student resisted 13 responding to appellant’s inquires. Appellant got very close to the student and was pointing l4 his finger in the student’s face. Mr. Fuller testified that he became concerned for appellant’s . 15 safety because actions such as the ones appellant was displaying toward the student "could l6 get you hurt." Mr. Fuller took appellant by the shoulders and removed appellant from the l7 classroom. l8 18. On January 27, 1995, appellant questioned Ms. Moody about some information l9 about appellant that she provided to Ms. Ritchey, who used the information in preparation 20 for a memorandum dated January 26, 1995. Ms. Moody was upset by the appellant’s 21 questioning of her from the door of her office and by appellant’s manner of questioning her, 22 which was angry and demanding. In appellant’s presence Ms. Moody telephoned 23 Ms. Ritchey to inform her about appellant’s questioning of her and the discomfort it wai 24 causing her. 25 19. After the incident with Ms. Moody on January 27, 1995, appellant gave 26 Ms. Moody a memorandum about her performance evaluation which stated: ‘PAGE 9 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW l This memorandum is to inform you that I have decided to postpone your final evaluation for this year until I have had more opportunity to observe your ’ 2 performance and office demeanor. 3 While I value highly most aspects of your performance, I am concerned about your occasional display of anger, e.g., raised voice, in the school office and 4 nearby surroundings. 5 In order to avoid a noted deficiency in your upcoming evaluation pertaining to the above, I strongly advise you to work towards a goal of greater self-control 6 in the area of emotional temperament. 7 Ms. Moody interpreted appellant’s memorandum as retaliation for her cooperation with 8 Ms. Ritchey. 9 20. On January 31, 1995, appellant gave Ms. Moody a memorandum entitled "your 10 duty station.“ In it appellant requested that Ms. Moody, whom reopondem 1nd assigned to a ll different work location due to the incidents with appellant, keep him advised of her work 12 station and telephone number and that she continue performing duties relating to typing and 13 the pony cart. In the memorandum appellant also wrote: "Today neither was the Pony can l4 handled nor the agenda prepared satisfactorily." (Exhibit D-130.) (Emphasis in original.) . 15 Ms. Moody believed this memorandum was also in retaliation for her cooperation with 16 Ms. Ritchey. 17 21. Appellant invited Ms. Ritchey to attend a staff meeting with DELS staff 18 scheduled for‘ January 31, 1995 . Appellant conducted the meeting. During the meeting l9 appellant raised an issue about reimbursing the teaching staff $100 for their purchase of 20 school supplies. Appellant invited Ms. Ritchey to respond to his proposal about the $100 21 expenditure. Ms. Ritchey and appellant disagreed about the budgeting of the $100 22 expenditure. After the meeting concluded, appellant approached Ms. Ritchey and said, 23 "Don’t play games with me. I can play the same game. And we‘ll just see who wins." 24 (Exhibits D-l34 and D-l35; testimony of appellant and Ritchey.) On February 2, 1995, 25 appellant admitted making this statement to Ms. Ritchey, told her he had lost control, and 26 apologized. ‘PAGE 10 - RULINGS, FINDINGS OF FACT, CONCLUSIONS 0F LAW 1 22. On February 2, 1995, Ms. Ritchey gave appellant a memorandum entitled "Your , 2 Behavior on January 31, 1995." In it she described appellant’s statements to her and his 3 hostile tone. Ms. Ritchey informed appellant that she felt threatened by his behavior, that 4 she considered it to be hostile and threatening, and that "such behavior" must not occur 5 again. (Exhibit D-134.) 6 23. On February 2, 1995, appellant prepared a memorandum entitled "Clarification 7 of Budget Allottment [sic] of $100 Per Teacher." In the memorandum appellant argued on 8 behalf of his position about the $100 reimbursement and whether he was "confused" about 9 the budget. (Exhibit P-6l.) Appellant wrote in the memorandum that "any 'confizsion’ or 10 ’memory lapse’ is indeed eLtewhere. " (Emphasis in original.) In support of his position, 11 appellant attached materials to the memorandum. Appellant called attention to what he called 12 Ms. Ritchey’s "handwritten aclmowledgement," of his position. Appellant wrote in the 13 memorandum, “I offer the above information with reservation, as I do not normally wish to 14 advertise any personnel issues unless absolutely necessary in order to set the record straight. . 15 I believe this incident was one of those times when such is indeed absolutely necessary." l6 24. On February 7, 1995 , appellant gave a memorandum to Rody Ortega in which he 17 criticized the condition of Mr. Ortega’s classroom and the adequacy of his substitute lesson 18 plans on file in the DELS office and questioned his use of sick leave. (Exhibit D-136.) 19 Appellant gave Mr. Ortega until February 17 to respond to his memorandum and wrote that 20 he would "wait until this date to make any determination of any administrative action 21 possibly to be taken." Mr. Ortega believed appellant’s memorandum of February 7 to be in 22 retaliation for his providing information to Ms. Ritchey. (See Exhibit D-l37 and Testimony 23 of Ortega.) 24 25. Ms. Moody and Mr. Ortega filed grievances of appellant’s memoranda to them. 25 (Exhibits D-l31 and D-139.) Respondent investigated both grievances and withdrew 26 appellant’s memoranda to Ms. Moody and Mr. Ortega. (Exhibits D-l33 and D—l41.) ‘PAGE ll — RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW . 1 ‘ . a} l Ms. Ritchey agreed with Ms. Moody and Mr. Ortega that appellant issued the memoranda to t 2 retaliate against Mr. Ortega and Ms. Moody for their reports to Ms. Ritchey about 3 appellant’s statements and behavior. (Exhibits 142 and 143 and Testimony of Ritchey.) 4 26. On March 13, 1995, Ms. Ritchey gave appellant two memoranda in which she 5 summarized respondent’s concerns about his performance since the events on August 11, 6 1994. (Exhibits D-142 and D-143.) In the March 13th memorandum entitled "Your 7 Unacceptable Behavior and Inadequate Performance" Ms. Ritchey identified the following 8 incidents as insubordination and neglect of duty: 9 0 Appellant’s statements to her on January 31, 1995; 10 0 Appellant’s memorandum of February 2, 1995, to the DELS staff; 11 0 Appellant’s statement of August ll, 1994, to Gail Anderson about respondent’s administration; 12 0 Appellant’s statements to Ms. Moody on December 12 and 16, 1994; 13 0 Appellant’s statements critical of Ms. Ritchey in memorandum to her on 14 January l9, and February 6, 1995; ' 15 0 Appellant’s attempt to work on August ll, 1994; 16 0 Appellant’s written responses made for the "purpose of making a record" and in which appellant avoided responsibility for his actions; 17 0 Appellant’s misrepresentations in his written responses to Ms. Ritchey’s 18 memoranda; l9 0 Appellant’s refusal to teach in September 1994; 20 0 Appellant’s argument with Ms. Moody on January 27, 1995; ' 21 0 Appellant’s retaliatory memoranda to Ms. Moody and Mr. Ortega. 22 In the March 13 memorandum Ms. Moody identified the following incidents as 23 inadequate performance: 24 0 Appellant’s insensitivity toward the needs of students and staff at DELS; 25 26 0 Appellant’s actions on January 26, 1995 , in Mr. Fuller’s classroom; ‘PAGE 12 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF IAW 1 0 Appellant’s interruption of a class conducted by a substitute on December l4, 1994; ’ 2 9 Appellant’s interaction on November 17, 1994, with Ms. Schjeldahl’s group; 3 0 Appellant’s touching of a student whom he knew did not want to be touched 4 and which caused the eight—week investigation; 5 0 DELS’ staff concerns with appellant’s communication skills and poor memory and with his loud and disruptive behavior at DELS; 6 0 Appellant’s inadequate lesson plans and delegation to his substitute of his 7 teaching responsibilities. 8 In this March l3 memorandum Ms. Ritchey notified appellant that she no longer had 9 confidence that he would "truthfully provide me with information when you feel the nwd to 10 protect your own self-interest." She also advised appellant that his behavior towards her had 11 "adversely affected our working relationship. You have shown a lack of respect for my 12 authority. I do not have confidence you will work cooperatively with me. " 13 27. On March 13, 1995, Ms. Ritchey also gave appellant a memorandum entitled l4 "Supporting Memorandum." (Exhibit D-143.) In this memorandum Ms. Ritchey described ' 15 in greater detail the incidents in the memorandum entitled "Your Unacceptable Behavior and 16 Inadequate Performance." Ms. Ritchey described appellant’s statements to her on 17 January 31, 1995, and again told appellant in reference to that incident: "I felt very 18 threatened by your behavior. I want you to know that I consider your behavior hostile and 19 threatening. Such behavior must not occur again." (Exhibit D-143, p. l.) Ms. Ritchey also 20 described at length in this March 1993 memorandum appellant’s encounters with Ms. Moody 21 in which he spoke to her in a raised voice and an angry, argumentative manner. 22 Ms. Ritchey informed appellant that encounters such as these were unacceptable behavior. 23 28. Respondent decided that due to appellant’s performance at DELS it could not 24 retain appellant as principal at that school. Respondent decided to transfer appellant to the 25 administration building to work on grants and special projects. By April l9, 1995, 26 respondent decided to reassign appellant to Helensview High School effective May 1, 1995. ‘PAGE 13 — RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW 1 (Exhibit D-144.) Helensview is an alternative high school for pregnant and parenting : 2 adolescents. It was also the only remaining alternative high school in respondent’s program 3 at which appellant had not been principal. 4 29. Also in a memorandum dated April l9, 1995, Ms. Ritchey notified appellant that 5 he would be placed on a plan of assistance. (Exhibit D-145.) In that memorandum 6 Ms. Ritchey informed appellant that: 7 "A number of the behaviors previously noted in our written and verbal communications will not be tolerated and must not occur in the future: * * * 8 0 Your threatening behavior towards me. 9 0 Your acts of retaliation against rne or anyone else. 1(1) 0 Your refusal to follow direction. 12 The April 19 memorandum scheduled a meeting between Ms. Ritchey and appellant to share 13 ideas on the plan of assistance. 14 30. Appellant submitted to Ms. Ritchey written suggestions for his Plan of . 15 Assistance. (Exhibit D-147.) Ms. Ritchey developed a Plan of Assistance for appellant and 16 attached it to his evaluation. (Exhibit D-l46.) In the performance evaluation Ms. Ritchey 17 reported that appellant had failed to meet numerous performance standards. She noted 18 deficiencies in interpersonal skills and decision-making and judgment. She also evaluated 19 him as insubordinate and uncooperative. In the Plan of Assistance Ms. Ritchey divided 20 appellant’s deficient performance into three categories. Under the category entitled 21 "Inadequate Decision-Making and Judgment" she cited as evidence of appellant’s deficient . 22 performance "threatening behavior toward supervisor." (Exhibit D-l46, p. 3.) In the Plan 23 of Assistance, Ms. Ritchey informed appellant “Failure or unwillingness to improve and 24 correct the previously stated deficiencies will result in my recommending that you be 25 dismissed from employment." ; 26 /// j "AGE 14 — RUIJNGS, FINDINGS OF FACT, CONCLUSIONS OF LAW f ‘i 1 31. On April 25, 1995, appellant provided Ms. Ritchey with a letter from Dr. ’ 2 J. Hancey regarding appellant’s obsessive-compulsive disorder (0CD) and requested that the 3 letter be placed in his personnel file. (Exhibits D-148 and 150.) By memorandum dated 4 May l, 1996, Ms. Ritchey enquired of appellant regarding reasonable accommodation. 5 (Exhibit D-150.) Appellant did not respond to her inquiry. 6 32. Ms. Ritchey on April 30 directed appellant to report to Helensview on April 24 7 through April 28, 1994, to ease the transition between his arrival and the transfer of Hugo 8 Hendrickson, the principal at Helensville, who was assigned to DELS. Appellant failed to 9 report to Helensview on April 24 as directed. (Exhibit D-lSl and testimony of 10 Ms. Ritchey.) 11 33. On May 15, 1995, Ms. Ritchey gave appellant a memorandum with feedback on l2 his progress on the Plan of Assistance. (Exhibit D-158.) Ms. Ritchey criticized appellant’s 13 performance in a staff meeting on May 10 and a management team meeting on May ll, the 14 manner in which appellant handled a student’s discipline, which resulted in a complaint from ’ 15 her parent, and an incident on May 12 when appellant interrupted Ms. Ritchey during a l6 conversation. l7 34. Prior to appellant’s reassignment to Helensview High School a President‘s 18 Visitation Luncheon had been planned for May 16 and arrangements made for speakers and 19 presentations. The luncheon was to be for the presidents of the local community colleges 20 and had been arranged by a member of respondent’s school board. Because the arrangement 21 for the luncheon had already been made by another staff member before appellant’s 22 reassignment, appellant did not have a role in the luncheon. Ms. Ritchey discussed the 23 luncheon with appellant and the arrangements that had been made, which, she told him, did 24 not include a role for appellant. Appellant telephoned the board member the evening of May 25 15 to inquire about what the board member wanted appellant to do during the visit and 26 /// ‘PAGE 15 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW 1 luncheon. Appellant did not inform either Ms. Ritchey or Dr. Jacobson before he telephoned t 2 the board member. (Testimony of Ms. Ritchey and Exhibit D-154.) 3 35. When he arrived at Helensview, appellant learned that the school had not been 4 displaying the national and state flags. Appellant decided to fly the flags as directed by 5 respondent’s policy. Appellant left the flags up over night and over the weekend because 6 there was no custodial staff on duty in the morning to raise the flags. A citizen complained 7 that the school was inappropriately displaying the flag at night. Appellant suggested to the 8 complainant that she provide him some written material about how to display the flag. On 9 May l6, 1995, Ms. Ritchey gave appellant a memorandum regarding his decision to display 10 the flags and the citizen’s complaint. In the memorandum she called his attention to board ll policy and took no further action. (Exhibit D-156.) 12 36. On May 17, 1995 , the gas company was working on its lines near Helensview 13 High School. While working on its gas lines, the gas company purged the gas line, causing 14 gas to be released, the odor of which was smelled at the school. Staff at the school thought ’ 15 there might be a gas leak endangering the students and their infants and toddlers, who stayed l6 in nurseries at the school while their parents attended classes. Ms. Ritchey was also present 17 at Helensview school that day to attend a meeting with appellant. (Some students were 18 absent to attend a luncheon for the senior students.) The staff in the nurseries called the 19 principal’s office to inform administration about the odor of gas. After a few minutes, the 20 nursery staff decided to bring the infants and toddlers to the school cafeteria in the main 21 school building. Office staff telephoned the gas company and the 9-1-1 emergency number 22 while nursery staff, and their charges, students and other personnel gathered in the cafeteria. 23 Appellant came into the office and represented to persons there that he had made telephone 24 calls and the situation was under control. Ms. Ritchey disagreed with appellant that he had 25 made telephone calls and that he had taken control of the situation. Ms. Ritchey and 26 appellant argred briefly about this issue. At about this time Ms. Ritchey and the school ‘PAGE l6 - RULINGS, FINDINGS OF FACT, CONCLUSIONS OF LAW l administrative staff learned from the gas company that the gas came from its purging of the ' 2 gas line and that there was no leak. 3 Ms. Ritchey went to classrooms to inform the students there that things were under 4 control. She next went to the cafeteria where the nursery staff, the infants and children, and 5 other students had gathered. Ms. Ritchey heard appellant tell the nursery staff that they 6 could return with their charges to the nurseries. The nursery staff asked appellant if he 7 himself had checked for gas. Appellant assured the staff that they could return. The nursery 8 staff pointed out that they would be returning infants to the nurseries and asked again if that 9 area was safe for very young children. Ms. Ritchey also asked appellant if he himself had 10 checked if the nursery area was safe. Appellant responded that the nursery area was safe. ll Ms. Ritchey directed appellant to check the nursery area himself. Ms. Ritchey and appellant 12 had several more exchanges in this vein until Ms. Ritchey, exasperated, said to appellant, 13 "God damn it, Mark, go and check the nursery." This statement angered appellant, who said 14 words to the effect, "God damn, you said God damn to me. I’ve got witnesses." ' 15 Ms. Ritchey reminded appellant that students and children were present and directed him 16 again to go check the nursery area for gas. Appellant left to go check the nursery area. 17 Ms. Ritchey went to make a record of these events. 18 As she was in the hallway, Ms. Ritchey noticed that students were also in the halls, 19 had their hats and coats, and looked as if they were leaving. When Ms. Ritchey enquired 20 about this, a teacher told her appellant had dismissed them. (The school had planned an 21 early dismissal that day due to the Senior Luncheon.) Ms. Ritchey thought that appellant’s 22 dismissal was premature because she wanted to ensure that the gas had dissipated before 23 releasing the students. She asked appellant if he had dismissed the students. Appellant told 24 her that he had not dismissed school but had told the students they could leave early. 25 Ms. Ritchey responded that telling students that they could leave early is the same as 26 dismissing them and told appellant he should have checked with her first. Appellant asked ‘PAGE l7 - RUIJNGS, FINDINGS OF FACT, CONCLUSIONS OF LAW _ ‘ ' ~ . t l l Ms. Ritchey if she was questioning his decision-making. Ms. Ritchey answered that she '2 questioned a number of appellant’s decisions and that she would discuss them with him later. 3 Appellant said he wanted to talk about it right now. Ms. Ritchey indicated that she did not 4 want to discuss these issues with appellant at that time and started to go to another location. 5 Appellant followed her and continued to state that he wanted the discussion to occur "right 6 now." ‘ .1 ' . . 7 Ms. Ritchey went into a classroom and tried to shut the door to keep appellant , .4 ff, ;_ , ' 8 outside. Ms. Ritchey tried to hold the door shut. Appellant used his weight to force mallet} » i; 9 door open and came into the‘ classroom toward Ms. Ritchey. Appellant said mwfiségéfig? lo Ms. Ritchey, "you fucking bitch.” Appellant positioned liiiiisolr so that Ms. Ritchey mlg§§€g§i1gté '1' 11 not get around him and out of the classroom. Appellant told Ms. Ritchey that he would'gliéhfiljilfl 12 your ass off.‘ Appellant moved toward Ms. Ritchey, who backed up against a desk; luéiggéifiiigéfii 13 Appellant shook his finger irvMs. Ritchey’s face and said to her, "do you know what I’m,1mlii; l4 going to do to you?" Then he poked her several times in the upper sternum with his finger Wu”: .15 while saying, "I’m going to cut your fucking tits off." Ms. Ritchey screamed and ran i iiiiiigiiiig l6 around appellant and left the classroom. Ms. Ritchey stated to persons in the hall, "he said- I ‘é 'lMQfg 17 he would cut my tits off.” She went into the office and telephoned Dr. Jacobson. . ‘orig --. .. . ..r_. ...a*_-.r.___________________ _____,, . , WWW ___i_.____....._ . ‘*\,\ .1\ Q Made from Recycled Paper