Jones v. BernankeJones v. Bernanke
MEMORANDUM OPINION
Dеnying the Defendant’s Motion to Dismiss and Granting the Defendant’s Motion for Summary Judgment
I. INTRODUCTION
The plaintiff, Charles Blaine Jones, brings a four-count employment discrimination complaint
2
against his former employer, the Federal Reserve Board. The plaintiff alleges that the defendant discriminated against him on account of his age and gender in violation of the Age Discrimination in Employment Act (“ADEA”),
II. BACKGROUND
A. Factual Background
The plaintiff, a certified public accountant, was
born on
May 3, 1948. He began
The plaintiff alleges that in March 1998, Michael Martinson, his then-supervisor, did not promote him to a managerial position at the FR-29 level and instead selected Heidi Richards, a “woman in her early thirties.” Compl. at 3-4. Concerned that Martinson was “effectuating defendant’s pоlicy of promoting young women to positions of management,” the plaintiff approached Martinson after Richards’ selection. Pl.’s Opp’n to Def.’s Mot. to Dismiss and for Summ. J. (“Pl.’s Opp’n”) at 6. In response to the plaintiffs concerns, in May 1998, Martinson allegedly promised the plaintiff a promotion to a FR-28 level. Compl. at 3. When the plaintiff inquired about his promised promotion in September 1998, Martinson allegedly assured him that he “would be promoted with the next group of promotions.” Id. In May and June of 1999, the plaintiff confronted Martinson yet again and Martinson gave him the same response. Id. at 4. Based on Martinson’s assurances of a promotion, the plaintiff did not pursue the matter with the defendant’s EEOC office. Id. at 3.
Shоrtly thereafter, the plaintiff was sent abroad on a teaching assignment. Id. at 4. During this time period, a group of employees was promoted while another group received pay increases. Id. at 4. The plaintiff, however, was not among those employees that were promoted or received pay increases. When the plaintiff confronted Martinson about his failure to promote him, Martinson stated that he was unable to justify a promotion for the plaintiff because of “the limited nature of [the plaintiffs] work and responsibilities.” Id. As a result, in November 1999 the plaintiff filed an informal charge with the defendant’s EEOC office alleging retaliation. Id. at 4-5.
B. Procedural History
The plaintiff filed an amended complаint on August 29, 2006. Id. at 1. The complaint alleges that the defendant unlawfully retaliated against him by lowering his performance ratings in 2000, 2001, 2002, and 2003 and that the defendant discriminated against him on the basis of his age and gender by failing to promote him. Id. The defendant moves to dismiss or in the alternative for summary judgment. Def.’s Mot. at 1. The court now turns to the defendant’s motion.
III. ANALYSIS
A. The Court Denies the Defendant’s Motion to Dismiss Counts I and II
The defendant moves to dismiss counts I and II
3
of the plaintiffs complaint, which allege that the plaintiff was not selected for the FR-29 position based on gender and age discrimination, on the basis that
(1) Legal Standard for Exhaustion of Administrative Remedies
In actions brought under Title VII and the ADEA, a court has authority over only those claims that are (1) contained in the plaintiffs administrative complaint or claims “like or reasonably related to” those claims in the administrative complaint and (2) claims for which the plaintiff exhausted administrative remedies.
Park v. Howard Univ.,
Dismissal results when a plaintiff fails to exhaust administrative remedies.
Rann v. Chao,
(2) Equitable Estoppel Applies to the Plaintiffs Claims
The defendant urges the court to dismiss the plaintiffs claim that the defendant discriminated against him when he was not promoted in March of 1998 because the plaintiff did not timely pursue his administrative remedies. Def.’s Mot. at 2,10. The plaintiff concedes that he did not file his complaint with the EEOC in a timely manner, but he explains that the defendant dissuaded him from filing a timely complaint because Martinson promised him a promotion, albeit to a lower level than he originally sought. Compl. at 4; Def.’s Mot. at 10.
Equitable estoppel “prevents a defendant from asserting untimeliness where the
defendant
has taken active steps to prevent the plaintiff from litigating in time.”
Currier v. Radio Free Europe/Radio Liberty, Inc.,
An employer’s misleading statements suggesting that a grievance will be resolved in the plaintiffs favor can establish equitable estoppel.
Currier,
B. The Court Grants the Defendant’s Motion for Summary Judgment on Counts I and II
(1) Legal Standard for a Motion for Summary Judgment
Summary judgment is appropriate when “the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.”
In ruling on a motion for summary judgment, the court must draw all justifiable inferences in the nonmoving party’s favor and accept the nonmoving party’s evidence as true.
Anderson, 477
U.S. at 255,
The moving party may defeat summary judgment through factual representations made in a sworn affidavit if he “support[s] his allegations ... with facts in the record”,
Greene,
Finally, the D.C. Circuit has directed that because it is difficult for a plaintiff to establish proof of discrimination, the court should view summary-judgment motions in such cases with special caution.
See Aka v. Washington Hosp. Ctr.,
(2) Legal Standard for Gender and Age Discrimination
Generally, to prevail on a claim of discrimination under Title VII or the ADEA, a plaintiff must follow a three-part burden-shifting analysis generally known as the
McDonnell Douglas
framework.
Lathram v. Snow,
First, the plaintiff has the burden of proving by the preponderance of the evidence a prima facie case of discrimination. Second, if the plaintiff succeeds in proving the prima facie case, the burden shifts to the defendant “to articulate some legitimate, nondiscriminatory reason for the employee’s rejection”.... Third, should the defendant carry this burden, the plaintiff must then have an opportunity to prove by a preponderance of the evidence that the legitimate reasons offered by the defendant were not its true reasons, but were a pretext for discrimination.... The ultimate burden of persuading the trier of fact that the defendant intentionally discriminated against the plaintiff remains at all times with the plaintiff.
Tex. Dep’t of Cmty. Affairs v. Burdine,
To establish a prima facie case of race discrimination under Title VII, the plaintiff must show that “(1) [he] is a member of a protected class; (2)[he] suffered an adverse employment action; and (3) the unfavorable action gives rise to an inference of discrimination.”
Brown v. Brody,
“The burden of establishing a prima facie case of disparate treatment is not onerous.”
Burdine,
If the employer successfully presents a legitimate, non-discriminatory reason for its actions, “the
McDonnell Douglas
framework' — -with its presumptions and burdens — disappears, and the sole remaining issue is discrimination
vel non.” Lathram,
(3) Thе Court Grants the Defendant’s Motion for Summary Judgment on the Gender Discrimination Claim
Under the McDonnell Douglas framework, the plaintiff bears the initial burden of establishing a prima facie case of sex discrimination.
McDonnell Douglas,
The plaintiff, a male, “is a member of a historically favored group,” and hence does not belong to a protected class.
Bryant v. Leavitt,
a. The Defendant’s Alleged Policy of Promoting Young Women
The plaintiff first attempts to make out a prima facie case by alleging that the defendant admitted it had a policy of promoting young women.
Id.
Although the plaintiff does not cite to the record to support this contention, he is presumably referring to Stephen Schemering’s deposition testimony. During the deposition, the plaintiffs counsel asked Schemering whether the defendant had a policy of
At most, the defendant’s deposition testimony shows that it has a “concern for diversity in the workplace.”
Lutes v. Goldin,
b. The “Old School” Comment
The plaintiff also attempts to establish a prima facie case by arguing that his third-level supervisor, William Ryback “who had input into Mr. Martinson’s promotion of Ms. Richards [to the FR-29 position] justified the decision not to promote [the plaintiff] to an FR-28 position a year later by stating that [the plaintiff] was too ‘old school.’” Pl.’s Opp’n at 16. Although it was Ryback, and not Martin-son, who made the comment, the plaintiff claims that because Martinson consulted Ryback about both the FR-29 and the FR-28 promotions, a reasonable jury could infer discriminatory animus on Martinson’s part. Id. at 19-20. In its opposition, the defendant contends that Ryback’s “old school” comment addressed the plaintiffs performance and leadership style and had nothing to do with the plaintiffs age. Def.’s Reply at 8. The defendant further points out that Ryback made the comment two years after Martinson declined to promote the plaintiff.
The court must examine whether a reasonable fact-finder could infer discriminatory animus on Martinson’s part based on Ryback’s comment.
Gipson,
Simply put, the plaintiffs allegation that he was not selected because Ryback considered him “old school” in July 2000 is not the same as alleging that Martinson did not promote him on the basis of his age in the year 1998.
See id.
at 53 (holding that an allegation claiming that the plaintiff is old school is not the same as claiming that he was fired because he was old). Additionally, the characterizations of the plaintiffs vision, motivational style, and leadership are independent, nondiscriminatory factors that justify his non-selection.
See Young,
c. The Plaintiffs Allegedly Superior Qualifications
The plaintiff argues that the facts he presents in the pretext section of his opposition brief also establish a prima facie case. Pl.’s Opp’n at 16. As discussed
supra,
a plaintiff may establish a prima facie case of reverse discrimination if he shows that he had “superior qualifications.”
Harding,
The plaintiff also argues that Richards did not have “six years [of] specialized experience” required for the FR-29 position as per the job announcement.
Id.
at 30. In addition, the plaintiff stresses that Richards would require extensive supplemental training to fulfill the duties of the position, particularly with respect to her supervisory skills.
Id.
The defendant responds by noting that the manager position involved new responsibilities that the plaintiff had never performed in his capacity as a supervisory Electronic Data Processing (“EDP”) analyst, and as such, he too would need training to assume the managerial responsibilities. Def.’s Reply at 19. Further, the defendant contends that Richards possessed several years of relevant experience, as she had been a financial analyst for ten years, including stints as an analyst or senior analyst at the Board for five years and two years as a Financial Economist at the Department of Treаsury.
Id.
at 18. The defendant also points to Richards’ educational background: she has a bachelors degree in economics, a Masters in Public Administration from Harvard University, as well
The plaintiff fails to make a prima facie case of reverse discrimination because he cannot show that his qualifications were superior to Richards’ qualifications. Viewed in the light most favorable to the plaintiff, this is a situation in which the defendant chose between two equally qualified candidates. Specifically, “all internal candidates for positions at the Board were initially screened by the Division of Human Resоurces Management (‘HRM’) to ensure that they met the minimum qualifications for the position.” Def.’s Reply at 18. Only those individuals who met the minimum qualifications for the position received an interview. Id. “Thus, both plaintiffs and Ms. Richards’ qualifications were independently reviewed by HRM and determined to meet the minimum qualifications for the position.” Id.
Although the plaintiff had more experience working at the Federal Reserve Board than Richards, he did not possess the requisite expertise in banking and securities, nor did he possess the relevant skill set required for the FR-29 manager position. Pl.’s Opp’n at 29; Def.’s Reply at 17-19. Despite the plaintiffs years of experience with the Board, he did not have experience performing the job for which he applied.
See Gutierrez,
(4) The Court Grants the Defendant’s Motion for Summary Judgment on the Age Discrimination Claim
In addition to gender discrimination, the plaintiff also alleges that the defendant discriminated against him on account of his age in violation of the ADEA. The defendant argues that it is entitled to summary judgment on the plaintiffs age discrimination claim because the plaintiff cannot prove that the defendant’s reasons for not hiring him are pretextual and because no reasonable fact finder could find that the plaintiffs non-selection was due to age discrimination. Def.’s Mot. 13, 16. The plaintiff, on the other hand, asserts that summary judgment is not appropriate because a reasonable fact finder could conclude that the defendant’s decision to hire
a.The Plaintiffs Prima Facie Case
In contrast to his sex discrimination claim, the plaintiff easily carries his burden of establishing a prima facie case of age discrimination.
6
At the time the plaintiff applied for the position he was 49 years old. Further, only qualified applicants were granted аn interview and because the plaintiff received an interview, the court presumes that he was qualified for the position. The plaintiff, however, was not selected for the position and, instead, the position went to Richards who was 34 years old at the time of selection. Def.’s Reply at 18; Pl.’s Opp’n at 5;
Threadgill v. Spellings,
b.The Defendant’s Legitimate, Nondiscriminatory Reason
The defendant asserts that Martinson “honestly and objectively believed that Richards was better qualified for the manager position as a result of her excellent credentials, communication skills, and experience in problem solving that would be applied to electronic banking, fiduciary activities, and the Shared National Credit Program.” Def.’s Mot. at 14.
Burdine,
c.Pretext
The plaintiff attempts to establish that the defendant’s proffered nondiscriminatory reason is pretextual in a number of wаys. First, he argues that the defendant had an unwritten policy of promoting young women. Pl.’s Opp’n at 18-19. Second, he contends that Ryback referred to him as “old school.”
Id.
at 19-20. Third, he points to alleged inconsistencies between Martinson’s performance evaluations and Martinson’s reasons for not selecting him.
Id.
at 20-23. Fourth, he argues that Richards was not as well-qualified as he was for the position.
Id.
The plaintiffs first, second, and fourth assertions regarding pretext are essentially the same facts that he proffered to support his prima facie case of discrimination.
Id.
at 15-16. For the reasons stated
supra,
however, these arguments are not sufficient to demonstrate that the defendant’s proffered nondiscriminatory reason for nоt selecting the plaintiff is a pretext for age discrimination.
Brown v. Bank One, N.A.,
With respect to the plaintiffs attempt to establish pretext by showing that Martinson’s proffered nondiscriminatory
In attempting to show that Martinson’s reasons are pretextual, the plaintiff offers evidence from his performance evaluations for 1997, 1998, and 1999. Pl.’s Opp’n at 21-26. The performance evaluations highlight certain competencies and explicitly state that the plaintiff has “excellent communication skills,” and “extensive background in both financial accounting and information systems.” Id at 24-25. The plaintiff reasons that the language in his performance evaluations contradicts Martinson’s non-discriminatory reasons for non-selection. Id at 25. The defendant, on the other hand, maintains that the performance evaluations for the years in question were not written by Martinson and that Martinson did not endorse the particular language in the evaluation. Def.’s Reply at 12. The defendant, moreover, claims that the performance evaluations support Martinson’s view that the plaintiff was not qualified for the FR-29 supervisory position because he was too narrowly focused on IT issues. Id at 13-14. The plaintiffs position as an EDP analyst focused exclusively on IT and Information Systems tasks and the performance evaluations that praise the plaintiffs skills relate to the IT functions of his job. Id at 14-15.
The plaintiff has not demonstrated the type of “shifting rationale,” or an after-the-fact statement that is required to establish that the defendant’s nondiscriminatory reason is a pretext for discrimination.
See Gutierrez,
IV. CONCLUSION
For the foregoing reasons, the court denies the defendant’s motion to dismiss and grants the defendant’s motion for summary judgment. An order consistent with this Memorandum Opinion is separately and contemporaneously issued this 11th day of June, 2007.
Notes
. The plaintiff requests discovery pursuant to
Although the plaintiff in this case prepared an affidavit for discovery, the affidavit does nothing more than provide a narrative of the facts. In his opposition brief, however, the plaintiff describes the information he intends to discover and claims he cannot challenge the defendant’s representations because he does not possess information pertinent to his claim. Pl.’s Opp’n to Def.'s Mot. to Dismiss and for Summ. J. ("Pl.'s Opp'n”) at 11.
The court concludes that the plaintiff has not shown that discovery would reveal triable issues of fact because the record already contains evidence similar to that which the plaintiff intends to obtain through discovery.
Compare
Pl.’s Opp’n at 9-12
with
Def.’s Mot. to Dismiss Counts I & II of the First Am. Compl. or, in the Alternative, for Summ. J. ("Def.’s Mot.”) Exs. 1-6
and
Pl.’s Opp’n Exs. 1-18
and
Def.'s Consolidated to Pl.’s Opp’n ("Def.’s Reply”) Exs. 1-10. Additionally, the plaintiff does not explicitly state why he cannot oppose the defendant's motion for summary judgment and he does not explain how the information he seeks to discover would create triable issues of fact.
Strang,
. In its motion, the defendant states that it only addresses the first two counts of the plaintiff's four-count complaint because it addressed the merits of the other counts in an earlier motion. The court, however, granted the plaintiff's motion to amend his complaint on August 29, 2006. "Because the original complaint now is superseded by the amended complaint, the court denies without prejudice all pending motions pertaining to the original complaint.”
Bancoult v. McNamara,
. The plaintiff presents these same arguments in support of his argument that the defendant’s proffered nondiscriminatory reason for not promoting him are pretextual.
. "Such a showing replaces a minority plaintiff’s showing of protected status.”
Bell v. Runyon,
. The defendant presumes the plaintiff met his initial burden for purposes of the summary judgment motion. Def.’s Mot. at 13; Pl.’s Opp’n at 15.