Court rules on how to file an age bias claim
UPDATED 2:14 p.m.
The Supreme Court ruled on Wednesday, by a 7-2 vote, that a worker claiming age bias in the workplace may start a case before the Equal Employment Opportunity Commission only if he or she spells out more than a bare allegation of discrimination and the name of the employer. A “charge” necessary to open a case, the Court concluded, must include enough substance so that it be “reasonably construed” as a request for EEOC to take action to protect the workers’ rights or to settle a dispute over those rights. Largely deferring to EEOC’s views of what might constitute a “charge,” and thus start legal time lines to running, the Court said the proper test is whether an objective observer examining what the complaining worker has filed is enough to ask the agency “to activate its machinery and remedial processes.”
The ruling came in the case of Federal Express v. Holowecki (06-1322). This was the only merits decision of the day. Justice Anthony M. Kennedy wrote for the majority; Justice Clarence Thomas dissented, joined by Justice Antonin Scalia.
The ruling concluded that the material submitted in this case did constitute a “charge.” The Age Discrimination in Employment Act — the anti-bias law at issue in the specific case — requires a worker to file a timely charge of bias with EEOC before bringing a lawsuit to pursue the claim. The charge must be filed within 180 days after the act of discrimination occurred, unless the state where the incident arose has its own age bias law, in which case the time limit is 300 days. Theworker must wait 60 days after filing a charge before suing in court.
The specific case involved a group of employees of Federal Express Corp.l, the delivery comapny, claiming that the company engaged in discrimination againstw its older employees. One worker filed an intake questionnaire at EEOC making he claim, but did not treat it as if it were a formal charge. EEOC did not treat it as the filing of a charge, and did not start an investigation. Wednesday’s ruling, however, concluded that the worker in filing the paper at EEOC had come close enough to EEOC’s filing requirements to constitute a “charge” under ADEA.
At the close of the Court’s opinion, after making some mild criticism of EEOC for the way it handled its charge-filing process, Justice Kennedy suggested that “to reduce the risk of further misunderstandings by those who seek its assistance, the agency should determine, in the first instance, what additional revisions in its forms and processes are necessary or appropriate.”
(This post will be expanded following this morning’s oral argument, at about noon.)

Justice Thomas’s dissent states:
“The filing at issue in this case did not state that it was a charge and did not include a charge form; to the contrary, it included a form that expressly stated it was for the purpose of “precharge” counseling. What is more, the EEOC did not assign it a charge number, notify the employer of the complainant’s1 allegations, or commence enforcement proceedings.”
Wow, i don’t see how any could construe what was filed with the EEOC as a “charge”. What was the majority thinking … ?
Comment by Stephen Jaros — February 27, 2008 @ 4:15 pm
Stephen. I haven’t read the opinion but I’d imagine based upon what Lyle wrote that the majority is going to look at what the intention was. Thomas’s response is very formalistic: if certain magic words are not uttered in the proscribed sequence, the spell fails. It’s a stupid approach to the law, IMHO. After all, what’s to stop the EEOC from having a pre-pre-charge form, an after the pre charge but before the real true charge form, an after the charge form but before we do any action form, and other assorted nonsense. What should get the ball rolling is what the person intended when he filed the compliant and adminstrative formulas be darned.
Comment by Daniel Thomas — February 28, 2008 @ 6:50 pm
A reading of the opinion indicated that it was not Congressional intent as much as it was the application of deference to the EEOC under the doctrine of Chevron and related cases that guided the majority’s opinion. While, in my view, a legislative intent argument would have made for a more convincing opinion, it probably would not have gained support from Roberts, Alito - or even Kennedy. So, you have to take what you get and be encouraged by the fact that, at least in this case, R & A did not fit into the stereotype.
Comment by John Dereszewski — March 2, 2008 @ 11:08 am
I filed an age discrimination charge with the Indiana EEOC six months ago, and to this time and date, nothing has been done; where do I go from here?
Comment by Jim Davidson — March 5, 2008 @ 1:54 pm