OPINION
Appellant Leon Kaplan sued appellee, the City of Sugar Land, Texas, for age discrimination under the Texas Commission on Human Rights Act (TCHRA). Tex. Lab. Code Ann. § 21.051 (West 2015). The City moved for summary judgment on traditional and no-evidence grounds.' The trial court granted the motion without specifying the grounds. In a single issue, Kaplan argues that the trial court erred in granting summary judgment. We affirm.
Background
Kaplan began working for the City in 2005 and served as the administrative manager of the City’s Parks and Recreation Department. His responsibilities included: managing the administrative function of the department; supervising the front office operations and secretarial staff; preparing, monitoring, and managing the department’s budget; and developing and managing certain special projects and programs of the.department. These special projects and programs, included the department’s cultural arts program and the Sugar Land Legacy Foundation, a nonprofit corporation established to support the City’s parks and civic facilities. For the cultural arts program, Kaplan was responsible for managing payments for artwork purchased by-the City and for maintaining records and handling deposits and refunds relating to public use of city property. As
The City offered evidence that Kaplan’s work performance declined quickly during the summer of 2011, as Kaplan repeatedly failed to complete tasks in a timely and professional manner The City also offered evidence of insubordinate conduct by Kap-lan: sending a rude, unprofessional email to a co-worker; and distributing a memorandum throughout the department that challenged his supervisors’ authority. Although Kaplan received repeated counseling from his supervisors, the City concluded that his performance did not improve.
Following these events, the City removed Kaplan’s responsibilities regarding the Sugar Land Legacy Foundation and cultural arts .program, and it eventually decided to terminate Kaplan. Parks and Recreation Department Director James Browne, Kaplan’s direct supervisor Christopher Mobley, and human resources representative Shelly Freeman met with Kap-lan and informed him that the City had decided it was in its best interest to discharge him. They cited his decline in work performance over the last several months, his repeated failure to perform his assignments, and his refusal to improve his conduct. Rather than firing Kaplan, the City gave him the option to resign or retire. In response, Kaplan declined the opportunity to resign or retire and accused the City of discriminating against him because of his age. The City terminated Kaplan’s employment.
Kaplan then sued the City, alleging it had fired him because of his age in violation of the TCHRA.
Analysis
I, Standard of review
We review summary judgments de novo. Valence Operating Co. v. Dorsett,
A movant for traditional summary judgment has the burden of showing that there is no genuine issue of material fact and it is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a(c). To be entitled to traditional summary judgment, a defendant must conclusively negate at least one essential element of each of the plaintiffs causes of action or' conclusively, establish each element of an affirma
A movant may obtain a no-evidence summary judgment if there is no evidence of one or more essential elements of a claim on which the nonmovant has the burden of proof. Tex. R. Civ. P. 166a(i). We sustain a no-evidence summary judgment when (a) there is a complete absence of a vital fact; (b) the court is barred by rules of law or of evidence from giving weight to the only evidence offered to prove a vital fact; (c) the evidence offered to prove a vital fact is no more than a mere scintilla; or (d) the evidence conclusively establishes the opposite of the vital fact. Merrell Dow Pharm., Inc. v. Havner,
II. Applicable law
Under the TCHRA, “[a]n employer commits an unlawful employment practice if because of ... age the employer ... discharges an individual, or discriminates in any other manner against an individual in connection with compensation or the terms, conditions, or privileges of employment.” Tex. Lab. Code. Ann. § 21.051(1). By adopting the TCHRA, the Legislature “intended to correlate state law with federal law in employment discrimination cases.” AutoZone, Inc. v. Reyes,
Texas courts “follow the settled approach of the U.S. Supreme Court in recognizing two alternative methods of proof’ in cases alleging disparate treatment based on age.
In evaluating circumstantial evidence, Texas courts use the burden-shifting framework established in McDonnell Douglas Corp. v. Green,
The summary judgment burdens described above must also be taken into account. “Texas courts have reconciled [the McDonnell Douglas burden-shifting] framework with our summary judgment procedure by requiring an employer moving for traditional summary judgment to establish as a matter of law a legitimate, nondiscriminatory reason for its adverse employment action, at which point the burden shifts to the employee to raise a fact issue regarding whether the employer’s reason was a pretext for discrimination.” Haver v. Coats,
III. The trial court properly granted summary judgment for the City.
A. Kaplan established a prima facie case of age discrimination.
The undisputed evidence shows that Kaplan was 69 years old when he was terminated from his position. This evidence meets the first and third elements of a prima facie case of age discrimination. See Tex. Lab. Code Ann. § 21.101 (limiting TCHRA’s protection against age discrimination to individuals who are forty years of age or older). At issue on appeal is whether Kaplan satisfied the second and fourth elements of a prima facie case: that he was qualified for the position he held at the time he was fired, and that he was replaced by someone younger. We conclude that Kaplan offered evidence showing a prima facie case of both elements.
1. There is evidence Kaplan was qualified for his position.
To determine whether Kaplan met the second element of his prima facie case, we must first decide what standard governs whether an employee is “qualified” for his position under the TCHRA. The Legislature did not define the term, and, in this case, the parties offer alternative standards. The City argues that Kaplan was not qualified for his position because he was not performing his job at a level that met the City’s legitimate expectations at the time of his discharge. The City relies on a line of federal district court cases to
Kaplan, on the other hand, argues that the trial court should not grant a no-evidence summary judgment at the prima facie stage of termination cases based on a dispute about qualifications. Rather, if the employee has successfully held a position for a period of time, the court should presume the employee is minimally qualified to satisfy the McDonnell Douglas elements of the prima facie case.
Kaplan relies on Berquist v. Washington Mutual Bank, which held that Berquist, the terminated employee, was not required to show that his performance met Washington Mutual’s expectations to establish a prima facie case of discrimination.
The Fifth Circuit reversed, holding that the district court’s conclusion was error and “expressly foreclosed under Fifth Circuit precedent established in Bienkowski v. American Airlines, Inc.,
The Berquist case applied the standard articulated by the Fifth Circuit in Bienkowski v. American Airlines, Inc.,
[A] plaintiff challenging his termination or demotion ... can ordinarily establish a prima facie case of age discrimination by showing that he continued to possess the necessary qualifications for his job at the time of the adverse action.... By this we mean that plaintiff had not suffered physical disability or loss of a necessary professional license or some other occurrence that rendered him unfit for the position for which he was hired.
This Court likewise follows the Bienkowski standard. See Gold v. Exxon Corp.,
Applying this standard, the cases--cited by the City are distinguishable from the present case. The City cites Pita Santos,
The record includes evidence that Kaplan held his position for nearly six years and received a satisfactory employee review and a merit increase in pay for the employment year that ended September 30, 2011. There is no evidence that Kaplan filed for social security disability benefits or otherwise was physically incapable of performing his tasks. We therefore conclude that Kaplan made a prima facie case that he was qualified at the time -he was fired on December 8, 2011.
2. There is evidence Kaplan was replaced by someone younger.
To satisfy the fourth element of a prima facie case of age discrimination, a plaintiff must show that he was replaced by someone younger. Garcia,
A terminated employee is replaced when the terminated employee’s position is filled by another person and that person is assigned the terminated employ
Kaplan stated in an affidavit that he was replaced by Jennifer May and Tanya Dannhaus, both of whom were “significantly younger” than he. The City first argues that this statement proves Kaplan cannot meet the fourth element because two individuals cannot “replace” an employee under the TCHRA.
The City also argues that Kap-lan’s statement that he was replaced by someone “significantly younger” is conclu-sory and, therefore, insufficient to raise a fact issue. A conclusory statement “expresses] a factual inference without stating the underlying facts on which the inference is based.” La China v. Woodlands Operating Co., L.P.,
Here, even if Kaplan’s statement that “I was replaced by someone significantly younger” is a factual inference, he stated two underlying facts on which the inference was based: “I was the oldest employee at the City” and the person who replaced him was “between 30 and 35.” Like the statement in La China, Kaplan’s statements furnish some factual information that the City could have rebutted, particularly given that the age in question was that of its own employee. Considering the
B. The City conclusively proved legitimate, nondiscriminatory reasons for firing Kaplan.
Kaplan’s prima facie case raises a presumption that his termination, “if otherwise unexplained, [was] more likely than not based on the consideration of impermissible factors.” Garcia,
The City’s undisputed summary judgment evidence provides several instances of poor work performance:
• Kaplan failed to prepare the City’s budget for the Sugar Land Legacy Foundation in a timely manner and the draft that he submitted “at the last minute” was deficient and failed to conform to the City’s budget requirements and standards;
• Kaplan failed to take a single group photograph of the Foundation’s board of directors as instructed, and he attempted to remedy the failure by using six individual photographs instead;
• Kaplan failed to properly report and account for the department’s revenues and expenditures;
• Kaplan failed to timely transmit payments for artwork purchased by the City;
• Kaplan failed to timely refund deposits paid by members of the public; and
• Kaplan submitted reports that contained basic mathematical errors that had to be returned to him for corrections on numerous occasions.
In response to these deficiencies, Browne counseled Kaplan regarding his poor work performance. After Kaplan’s performance did not improve to the City’s satisfaction, Browne informed Kaplan that he was removing Kaplan from the cultural arts program and the Legacy Foundation.
The City also offered evidence that Kap-lan’s performance continued to decline. Over the course of the next two months, three different supervisors reprimanded and counseled Kaplan for various acts of unprofessional conduct. Kaplan was counseled for acting inappropriately toward fellow City employees, neglecting his duties, and leaving the front office unsupervised for extended periods of time while he watched games of pool, relaxed, and took naps on the couch at the City’s Senior Center.
Browne counseled Kaplan that he could be fired for sleeping on the job or leaving the front office of the department unattended. Despite the additional counseling, Kaplan’s direct supervisor, Christopher Mobley, stated in an affidavit that he
Kaplan also sent an email to a co-worker from another City department, Robin Jackson, that the City considered insubordinate. In response to Jackson’s request that Kaplan provide her the purchase order number for artwork the City had purchased, Kaplan told Jackson that it was a number she “should have easily found if [she] had done [her] job correctly.” The Assistant Parks and Recreation Director, Joe Chesser, viewed the email and found Kaplan’s response to be “rude, entirely inappropriate, and completely the opposite of what we expect of our employees.” Chesser and Mobley later counseled Kap-lan regarding the email.
In response; Kaplan points to evidence that he submitted a proper budget and obtained individual photographs of the Legacy Foundation board members,
We conclude the uncontroverted evidence shows that the City fired Kaplan after numerous instances of poor work performance and insubordination. Under the McDonnell Douglas framework and the summary judgment standard, the City met its burden of proving that it fired Kaplan for legitimate, nondiscriminatory reasons.
C. Kaplan offered no evidence that the City’s reasons for firing him were a pretext for unlawful discrimination.
In its no-evidence motion for summary judgment, the' City contends Kaplan failed to provide any evidence to show the City’s legitimate reasons for firing him were pretext for discriminatory motives. Kaplan had the burden of producing more than a scintilla of evidence that the City’s stated reasons fór firing him were merely a pretext for unlawful discrimination, Tex. R. Civ. P. 166a(i); Gonzalez,
Kaplan offers no evidence to, show the City’s reasons were pretexts for unlawful age discrimination, In his deposition, Kap-lan also made several concessions that reinforce the validity of the City’s proffered reasons for firing him. When asked about the inappropriate email he sent to Jackson,
Kaplan admitted that he failed to take a group photograph of the Legacy Foundation and that his responsibilities regarding the Foundation were taken away after that incident. He conceded that he had no evidence that his age played a role in the decision to remove him from either the Foundation or the cultural arts program.
Kaplan also admitted that he left the front desk unattended while he rested at the Senior Center and that he later wrote the memorandum “Top Ten Reasons to Take Rest Breaks” in response to Mob-ley’s counseling. And he did not dispute that his supervisors counseled him on multiple occasions regarding his deficient work performancé and inappropriate behavior.
Kaplan cited only one other instance of the City replacing an employee over the age of forty with a younger employee. In his deposition, Kaplan stated that Ms. Pe~ newitt, who Kaplan claimed was over the age of fifty, was replaced by an individual who had just turned thirty. Ms. Penewitt’s replacement cannot aid Kaplan’s case, however, because Kaplan stated that she left the City voluntarily after applying for a job with another city. When asked whether he was aware of anyone the City had removed in order to replace him or her with a younger person, Kaplan replied, “I cannot.” Finally, Kaplan conceded that he had no evidence nor reason to believe that any of the City’s supervisors or human resources representatives took his age into consideration when making the decision to fire him.
Kaplan was unable to provide an example of the City making any other ultimate employment decisions based on his age. In a discrimination case, “an adverse employment action means an ultimate employment decision, such as hiring, granting leave, discharging, promoting, and compensating.” Foley v. Univ. of Houston Sys.,
After carefully reviewing all of the summary judgment evidence in the light most favorable to Kaplan, we conclude that the City had legitimate, nondiscriminatory reasons for firing Kaplan, and Kaplan failed to offer evidence that these reasons were a pretext for unlawful discrimination. We therefore hold that the trial court properly granted summary judgment for the City.
Conclusion
We overrule appellant’s sole issue and affirm the trial court’s final judgment.
Notes
. Kaplan’s live pleading (third amended petition) also alleged that the City discriminated against him based on his disability. His claim of disability discrimination is not before us in this appeal, however. In a prior interlocutory appeal, we dismissed that claim with prejudice because Kaplan did not timely assert it in an administrative complaint. City of Sugar Land v. Kaplan,
. To the extent Kaplan’s petition could be read to allege a claim of disparate impact, he stated in his response to the City’s motion for summary judgment that he was not asserting such a claim. We therefore do not consider it.
. The City also cites Amsel v. Texas Water Development Board,
. The City also relies on Reno v. Metropolitan Transit Authority,
. See Baker,
. Kaplan also contends that he was not placed oh a performance improvement plan as called for in the City’s employee manual. But the manual, which is in our record, did not require the City to utilize progressive discipline before firing Kaplan. In addition, there is uncontroverted evidence that Kaplan was reprimanded' and counseled multiple times before he was fired.
