MAX O. COGBURN, Jr., District Judge.
Plaintiff brings this claim under the Age Discrimination Employment Act ("ADEA") based on alleged retaliation for engaging in protected activity. He contends that his employer, on two occasions, terminated his employment in retaliation for engaging in protected activity.
First, Plaintiff contends that he was fired because he reported that a supervisor had made an age-discriminatory statement about another employee at the time Plaintiff was under investigation for threatening the same supervisor at her home. Following a grievance of the termination and an arbitration determination under a Collective Bargaining Agreement ("CBA"), Plaintiff was ordered reinstated.
Second, after being reinstated, Plaintiff was again discharged during the same year. As to the second termination, Plaintiff contends that he was discharged in retaliation for filing a complaint with the Equal Employment Opportunity Commission ("EEOC") following his initial termination.
In response to such allegations, Defendant contends that it did not fire Plaintiff in retaliation for engaging in protected activity, but based on Plaintiff's verbal and physical outbursts at the workplace.
Plaintiff worked for Defendant from 1977 until his final termination in 2008. #28, at 1. At the time of his discharge, Plaintiff was working as a "feeder driver" and drove tractor trailers between Defendant's package centers and hubs in Charlotte, North Carolina. #24-1, at 2. It is undisputed that, as a union worker, Plaintiff's terms and conditions of employment were governed by the CBA between Defendant and the International Brotherhood of Teamsters.
It is also undisputed that in addition to the CBA, Defendant has in place a "Crisis Management and Workplace Violence Prevention Policy" which provides for "zero tolerance with respect to violence in the workplace." #24-2, at 9. Such policy defines unacceptable conduct as including "physical assaults, fighting, threatening comments, intimidation, and the intentional destruction of any company property, employee property, or merchandise."
It is equally undisputed that Plaintiff's employment record with Defendant reflected two incidents of workplace violence that predated 2008. #24-1, at 4. In 1998, Plaintiff lost his temper, reportedly over bidding for vacation days, and threw company equipment on the ground, cursed at the feeder supervisor, and approached him as if he were about to punch him.
In early April 2008, Starr Horn, who works for Defendant as a dispatch specialist and supervisor (but was not Plaintiff's supervisor) filed a police report and informed management that Plaintiff came to her home early in the morning and "tried to force his way in, ultimately breaking the latch on her wooden screen door in an effort to gain entry." #24-1, at 3. Ms. Horn told Plaintiff to leave the property and threatened to call the police, and Plaintiff said "I'll kill you."
It is undisputed that Defendant perceived Ms. Horn's claims as credible,
Upon Plaintiff's return from medical leave on May 27, 2008, several of Defendant's managers met with Plaintiff to review Ms. Horn's allegations. #24-1, at 4-5; #24-3, at 3. Defendant gave Plaintiff an opportunity to address the allegations and Plaintiff reported for the first time that Ms. Horn had previously told another female co-worker to "get her old, tired ass into work." #28, at 1-2; #24-6, at 7. While Plaintiff contends that notifying Defendant of such comment motivated his termination on or about June 9, 2008, (#24-1, at 5), Defendant asserts that "the decision to discharge Plaintiff had already been made" prior to Plaintiff's return to work and prior to Plaintiff's report of the alleged age-biased comment made by the supervisor he had allegedly threatened. #24-1, at 5.
Declaration of John Vinkler (#24-3, at ¶7).
Upon his return from medical leave on May 27, 2008, Plaintiff's 2007 Department of Transportation certification was also reviewed.
Following termination on June 9, 2008, a discharge grievance was filed on Plaintiff's behalf by a union representative. Vinkler Decl. at ¶ 8. A local-level hearing was conducted, and the panel of three employer representatives and three local Union representatives deadlocked.
Prior to his return to work in December, 2008, Plaintiff filed a charge of discrimination with the EEOC on or about November 11, 2008, claiming that he was suspended and fired for "trumped up reasons." Vinesett Deposition, Ex. 10 "Charge of Discrimination" (#24-6, at 23). In his administrative charge, Plaintiff alleges that despite the arbitrator's award, Defendant "refused to reinstate [him] in retaliation for [his] report of age biased comments."
On or about November 21, 2008, in an attempt to mitigate any delay to Plaintiff's return to work, Defendant offered to return Plaintiff to work in the Feeder Division in the Charlotte hub at the same rate of pay as his feeder driver duties, but in a position that would not require him to be DOT certified. Vinkler Depo. at ¶ 12. Plaintiff contends this was a demotion from his previous position driving tractor trailers. Plaintiff's Response (#28, at 7). Ultimately, Plaintiff was re-certified and he returned to his feeder driver position in December 2008. Vinkler Decl. at ¶ 12.
On December 28, 2008, a feeder supervisor informed Plaintiff that a "safety ride" was necessary, which all feeder drivers company-wide had to complete at least once a year with a supervisor. Deposition of Roger Millner (#24-5, at 25). The supervisor assigned to conduct the safety ride was not Plaintiff's normal supervisor. Plaintiff's Response (#28, at 3). It is undisputed that supervisors could stand in for one another and such happened frequently. Millner Depo. at 9. The supervisor, Leroy Holland, reported to management that during the post-ride review, Plaintiff "became loud and belligerent, stood up from his chair and stepped toward [the supervisor], raising his fists as if he was preparing to punch [him]." Sherman Decl. ¶ 6. He added that Plaintiff was "very angry, belligerent, hostile and insubordinate to the point that I was fearful of my personal safety." Millner Decl., Ex. 5 (#24-2, at 27). Several co-workers submitted written summaries attesting to Plaintiff's raised voice and hostility during the safety review process.
After this incident, Defendant conducted an investigation of Mr. Holland's allegations and determined his allegations were credible. The three decisionmakers for UPS — John Vinkler, Roger Millner, and David Sherman — determined that Plaintiff should be discharged based upon the most recent incident and "his history with respect to workplace violence." Millner Decl. at ¶ 13. On December 29, 2008, Plaintiff was provided an opportunity to address Mr. Holland's allegations, and he provided a contrasting account. Plaintiff's Response at 3. Mr. Millner then informed Plaintiff that his employment was terminated for five reasons: insubordination to a UPS supervisor, overall unacceptable work record, threatening a UPS supervisor by acting in a hostile and aggressive manner, violation of the UPS work place violence policy, and theft of UPS property.
Plaintiff admitted during his deposition that he could not recall having told any one of the decisionmakers that he had filed an EEOC complaint in November 2008 prior to being terminated for the second time.
Defendant has moved for summary judgment. Rule 56(a), Federal Rules of Civil Procedure, provides:
Fed.R.Civ.P. 56(a). The rule goes on to provide procedures for responding to a Motion for Summary Judgment:
Fed.R.Civ.P. 56(c).
On a motion for summary judgment, the moving party has the burden of production to show that there are no genuine issues for trial. Upon the moving party's meeting that burden, the non-moving party has the burden of persuasion to establish that there is a genuine issue for trial.
By reviewing substantive law, the court may determine what matters constitute material facts.
In determining whether a genuine issue of material fact exists, the admissible evidence of the non-moving party must be believed and all justifiable inferences must be drawn in his or her favor.
An ADEA retaliation claim undergoes the same protected activity analysis as a Title VII anti-retaliation provision.
In order for Plaintiff to establish a prima facie case for retaliatory discharge, he must show three elements: that he engaged in protected activity; that Defendant took adverse action against him; and that a causal connection exists between the protected activity and the adverse action.
Plaintiff contends that he was discharged in retaliation for reporting a supervisor's remarks about a co-worker's age, and again for reporting his claim to the EEOC. He concedes that there is no direct evidence of retaliation, (#28, at 5; #31, at 4), and therefore must meet the elements of a prima facie claim. "The test for proving prima facie retaliatory discharge requires that (1) plaintiff engaged in protected activity, such as filing an EEO[C] complaint; (2) the employer took adverse employment action against plaintiff; and (3) a causal connection existed between the protected activity and the adverse action."
With regard to the first element, Plaintiff alleges two separate acts of protected activity: first, his May 2008 report of Ms. Horn's comment about a co-worker to management; and second, his November 2008 EEOC charge.
Protected activities can include acts of participation or opposition.
The second element is also met: Defendant took adverse action against him by terminating his employment in June of 2008 and again in December of 2008. Termination is an adverse employment action.
Plaintiff cannot show a causal connection between his claims of retaliation and his discharge. While close temporal proximity between an employer first learning of an employee's protected activities and its termination of his employment may be sufficient to set forth a prima facie case,
As to the protected activity of reporting the comment of Ms. Horn in May 2008, Plaintiff has failed to come forward with any evidence that disputes Defendant's evidentiary proffer that its decisionmakers intended to terminate Plaintiff's employment well-before he reported Ms. Horn's comment upon his return. Thus, there is no causal connection based on temporal proximity between the protected conduct and the adverse employment decision as Plaintiff has failed to present evidence that disputes Defendant's evidence that such decision was made before the protected activity occurred.
Equally, a causal connection has not been made between the EEOC charge and Plaintiff's second termination. Not only have each of the decisionmakers averred that they were unaware of the EEOC charges at the time they decided on discharge, Plaintiff even testified that he did not recall telling any decisionmaker that he had filed a charge of discrimination. Thus, a causal connection cannot be found based on temporal proximity. To the extent Plaintiff has attempted to link the December 2008 discharge to the May 2008 report concerning Ms. Horn, the seven-month period between those two events does not satisfy the requirements of close temporal proximity. As discussed by another court,
It appearing that Plaintiff has offered no other evidence to establish a causal connection between the protected activities and the adverse employment actions, Plaintiff has failed to establish a prima facie case and summary judgment will be entered in favor of defendant.
Even though it is clear that Plaintiff cannot establish a prima facie case, Defendant has also satisfied its burden of coming forward with a legitimate, non-discriminatory reason for terminating Plaintiff's employment, to wit, a perception on the part of the decisionmakers at UPS that defendant had engaged in workplace violence. Thus, a rebutable presumption arises that Plaintiff was discharged on both occasions for a legitimate, non discriminatory reason.
To rebut the presumption, Plaintiff must demonstrate that "as between [the discriminatory reason] and the defendant's explanation, [the discriminatory reason] was the more likely reason for the dismissal, or that employer's proffered explanation is simply unworthy of credence."
Plaintiff's own speculation as to the decisionmakers' motivation finds no support anywhere in the admissible record. Having not presented evidence of pretext, Defendant is also entitled to summary judgment as its legitimate, non-discriminatory reason for Plaintiff's termination has not been rebutted.
The Clerk of Court is respectfully instructed to enter a Judgment consistent with this Memorandum of Decision.
Deposition of Roger Millner (#24-5, at 23).