SURRICK, District Judge.
Presently before the Court is Defendants Mack Trucks, Inc. and Volvo Group North America, LLC's Motion for Summary Judgment. (ECF No. 20.) For the following reasons, the Motion will be granted.
Plaintiff Bruce Andersen was born in 1947. (Andersen Dep. 15, Pl.'s Resp. Ex. A, ECF No. 22-1.) He graduated from The Pennsylvania State University ("Penn State") in 1970 with a Bachelor of Science in Accounting. (Andersen Dep. 33.) After graduation, Plaintiff worked as an Auditor for Johnson Atwater & Company, a public accounting firm located in New York City, for nine months. (Id. at 58-59.) In 1971, Defendant Mack Trucks, Inc. ("Mack Trucks") hired Plaintiff as a Junior Tax Accountant. (Id. at 64-65.) In 1976, Plaintiff was promoted to the position of Tax Accountant. (Id. at 67.) In 1985, he was promoted to the position of Manager of Corporate Payroll. (Id. at 68-69.) In this position, Plaintiff managed the payroll for all salaried employees and supervised a staff of five employees. (Id. at 69-70.) In 1991, he was promoted to the position of Manager of Payroll. (Id. at 71.)
As Manager of Payroll, Plaintiff supervised an additional five employees. (Id. at 71-72.) Plaintiff effectively assumed all payroll duties of Mack Trucks, including supervising the payroll for the bargaining unit, which was comprised of 12,000 employees. (Id. at 71.) In this capacity, Plaintiff gained experience using collective bargaining agreements. (Id. at 243.) Specifically, Plaintiff received copies of each new collective bargaining agreement and reviewed the agreements to ensure that the payroll programs "were changed as required to accurately pay people." (Id. at 243-44.) In addition, Plaintiff was able to use those collective bargaining agreements to respond to issues raised by the bargaining unit employees who worked for him. (Id. at 244.)
As Manager of Payroll, Plaintiff sought out and assumed additional responsibilities, including managing building services, office services, food services and travel. (Id. at 73.) In 1996, Plaintiff attended a twelve-week course at Muhlenberg College and, as a result, became certified as a Professional in Human Resources. (Id. at 35-36.)
In 2003, Plaintiff was promoted to a human resources management role, Human Resources Business Partner ("HRBP"). (Andersen Dep. 74, 83.)
As a HRBP, Plaintiff worked with bargaining unit employees and "the bargaining unit committee people." (Id. at 262-63.) Specifically, Plaintiff worked as a "mentor" to the employee activities committee and ensured that "they included their people in [the employee committee]
Mack Trucks is a manufacturer and distributor of heavy-duty trucks. (Apr. 7, 2010 Ltr. 2.) AB Volvo Group is a Swedish corporation. (Id.) It is a holding company that has corporate headquarters in Sweden (Volvo Trucks) and in North America (Volvo Trucks North America). (Heflin 30(b)(6) Dep. 9.)
In 2008, Defendants announced an organizational restructuring of the truck operations in North America. This restructuring was referred to as the STEP Initiative ("STEP"). (See Billow Dep. 78; STEP E-mails, Pl.'s Resp. Ex. X, ECF No. 28.) In August 2008, Defendants announced plans to shut down Mack Trucks' headquarters in Allentown, Pennsylvania. (Apr. 7, 2010 Ltr. 2.) Pursuant to STEP, the headquarters, and most of Mack Trucks's work force, would be relocated to Greensboro, North Carolina, the location of Volvo's North American headquarters. (Id.) At the time that STEP was announced, there were 980 Mack Trucks employees in Allentown. (Id.)
Defendants initially anticipated that positions would be available for any employee who was willing to relocate to the Greensboro headquarters. (See Billow Dep. 223 ("[T]he STEP program itself carried with it the promise for people who were interested in moving to Greensboro to apply for jobs in Greensboro and be hired there.").)
Conversely, because most of the Client Groups that Miller was assigned to were moving to Greensboro as a result of STEP, Billow decided to move Miller's position to Greensboro. (Billow Dep. 117-21.) Employees who were asked to relocate because of STEP were given until the end of 2008 to accept relocation or be terminated. (Id. at 112.) Miller did not want to move to Greensboro because of a personal situation-she was the sole caretaker for her mother, who was ill and could not move.
Janet Russell ultimately took Miller's position. (Billow Dep. 127.) Russell was forty-seven years old at the time. (See Pl.'s Resp. Ex. GG, ECF No. 33-1 (stating 1963 as Russell's year of birth).) Prior to taking Miller's position, Russell had worked in Defendants' service center and had interacted with Miller's Client Groups. (Miller Dep. 34-35.)
As STEP was being implemented, the economy in 2009 continued to deteriorate, which adversely affected Defendants' business. (Andersen Dep. 212.) Sales revenue from Mack Trucks and Volvo North America operations "decreased drastically." (Apr. 7, 2010 Ltr. 3.) As a result, Defendants sought to reduce costs further, including the number of employees in its
Billow felt that she had the heaviest staffing, and greatest possibility for reduction, in Allentown because she had fewer employees per HRBP there than in any other location. (Id. at 134-35.) In making her decision as to how to reduce her force, Billow "look[ed] first at what assignment that person had, and second at what skill sets [she] needed to retain." (Id. at 310.) At the time that Billow decided to eliminate one position, half of the Allentown employees were represented by a union (bargaining unit employees), and half were not represented by a union (nonbargaining unit employees). (Billow Dep. 133.)
By contrast, Billow believed that it "would have been a difficult task" for Plaintiff to "familiarize himself with the labor contract sufficiently to administer those contracts," in addition to the human resources duties he already had. (Billow Dep. 328-29.) Billow explained that "[l]abor relations is a highly specialized field and [Plaintiff] could have taught himself that, but . . . it would have taken longer than a six-month period to transfer those skills and have him be adequate as a stand-alone in a facility. . . ." (Id. at 329.) She believed that Plaintiff "had limited to no experience in administering contracts in the past, so it would have been a stretch not only to learn the content of the protocol and how to administer those contracts." (Id.) Billow did not consider terminating anyone other than Plaintiff when she was asked to reduce headcount in early 2009. (Id. at 108.)
On April 29, 2009, Defendants notified Plaintiff that he would be terminated. (Apr. 29, 2009 Term. Ltr., Pl.'s Resp. Ex. V, ECF No. 32.) The stated reason for termination was a "workforce reduction caused by adverse economic conditions." (Id.; see also Andersen Dep. 80.) Although Billow criticized Plaintiff's job performance in that she believed that he "needed to become more organized in delivering [] diversity inclusiveness information," she was generally satisfied with Plaintiff's performance and his job performance did not factor into Billow's decision to eliminate his job. (Andersen Dep. 199; Billow Dep. 163.)
Defendants' Reduction in Force Policy ("RIF Policy") required that managers review their termination decisions with a human resources professional. (RIF Policy 2-3, Pl.'s Resp. Ex. RR, ECF No. 34) Billow believes that she ran her decision to eliminate Plaintiff's position by Defendants' legal department, which accepted Billow's decision. (Billow Dep. 286-87, 304-06.)
Prior to his termination, Plaintiff was one of two males employed in Defendants' Human Resources department. After Plaintiff's termination, Defendants' Human Resources department consisted of nine females and one male. (Answer ¶¶ 34, 40, ECF No. 7.) By mid-2010, the remaining male was transferred out. (See Billow Dep. 342-43 (testifying that by mid-2010, Rosko "had migrated out of [Billow's] organization and Miss Palopoli had also been transferred out of [Billow's] organization and Mr. Filopowicz was also transferred out of [Billow's organization]" and that by May or June 2010, Billow had no men in her department that directly reported to her).)
Since being terminated by Defendants, Plaintiff has not applied for any labor relations positions. (Andersen Dep. 125.) Plaintiff has not listed, and does not list, labor relations experience on his resume because he does not believe that he has "enough labor relations experience to put on a resume" and he had "not had a job, up to this point, that focused on labor relations." (Id. at 125-26.) Plaintiff has testified that he "never worked in labor relations." (Id. at 265.) He acknowledges that he did not work with the bargaining unit employees more than Palopoli, who worked with the unit "100 percent" of the time. (Id.)
On February 1, 2010, after Plaintiff had been terminated, Palopoli was promoted to Labor Relations Manager. (Palopoli Personnel Action Form, Pl.'s Resp. Ex. MM, ECF No. 33; Billow Dep. 188-89.)
Also in June 2010, while Miller remained employed with Defendants in the Allentown location, Defendants posted for Miller's replacement. (Billow Dep. 128-29.) Billow hired Janet Russell, one of the candidates who applied for the position internally,
From 2006 to 2010, Defendants had a diversity initiative to increase diversity opportunity by twenty-five percent and to increase the number of female managers in Defendants' work force by twenty-five percent. (See 2006-08 HR Strategy, Pl.'s Resp. Ex. J, ECF No. 25 ("Main Activities and common VTC HR Key Objectives for 2006" including "Active improvement of diversity: + 25% female managers rate by end 2006 (versus baseline 2003)") (original emphasis); Sholl Dep. 53-63, 73-76; 2007-09 Business Plan, Pl.'s Resp. Ex. L, ECF No. 26; HR Business Plan 2010-12, Pl.'s Resp. Ex. M, ECF No. 26; 2009 Strategic HR Dialogue, Pl.'s Resp. Ex. N, ECF No. 27; Miller Dep. 91-108.)
Defendants also had a Professional Women's Network ("PWN"), "a network to aid in recruiting, retention and promotion of female managers," in Greensboro. (PWN Webpage, Pl.'s Resp. Ex. U, ECF No. 32.) Billow was the founding member, and one of the executive sponsors, of the Steering Committee of that Network. (Billow Dep. 361-62.)
On October 21, 2009, Plaintiff filed a Charge of Discrimination with the Equal Employment Opportunity Commission ("EEOC") and Pennsylvania Human Relations Commission ("PHRC") complaining of acts of discrimination. (See Compl. ¶ 17 & Ex. 1, ECF No. 1.) On March 29, 2011, Plaintiff filed the instant Complaint. (Compl.) Plaintiff alleges age discrimination under the Age Discrimination in Employment Act ("ADEA") and the Pennsylvania Human Relations Act ("PHRA"), and age and sex discrimination under Title VII and the PHRA. (Id. at ¶¶ 50-67.)
After discovery, Defendants filed the instant Motion for Summary Judgment. (Defs.' Mot., ECF No. 20.) Defendants contend that neither Plaintiff's gender nor his age was a factor in Defendants' decision to select him for layoff. (Defs.' Mem. 28, ECF No. 20-1.) Plaintiff filed a Response opposing Defendants' Motion. (Pl.'s Resp, ECF No. 21.) Plaintiff contends that Defendants' Motion should be denied because he has established a prima facie case of gender discrimination and age discrimination, there is sufficient evidence that Defendants' proffered reason for terminating Plaintiff is pretext for age and gender discrimination, and there are genuine issues of material fact that must be resolved by a jury. (Id. at 1.)
Summary judgment is appropriate "if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law." Fed.R.Civ.P. 56(a). An issue is "genuine" if "the evidence is such that a reasonable jury could return a verdict for the nonmoving party." Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986). A factual dispute is "material" if it might affect the outcome of the case under governing law. Id.
"[A] party seeking summary judgment always bears the initial responsibility of informing the district court of the basis for
The ADEA provides that "[i]t shall be unlawful for an employer . . . to fail or refuse to hire or to discharge any individual or otherwise discriminate against any individual with respect to his compensation, terms, conditions, or privileges of employment, because of such individual's age." 29 U.S.C. § 623(a)(1).
At the first stage of the McDonnell Douglas framework, plaintiff has the burden of proving a prima facie case of age discrimination by a preponderance of the evidence. Ezold v. Wolf, Block, Schorr, and Solis-Cohen, 983 F.2d 509, 522 (3d Cir.1992). The requirement that a plaintiff establish a prima facie case of discrimination "`is not intended to be onerous.'" Sempier v. Johnson & Higgins, 45 F.3d 724, 728 (3d Cir.1995) (citing Tex. Dep't of Cmty. Affairs v. Burdine, 450 U.S. 248, 253, 101 S.Ct. 1089, 67 L.Ed.2d 207 (1981)). In order to establish a prima facie case, Plaintiff must show that he: (1) was over forty years old; (2) was qualified for the position in question; (3) suffered an adverse employment decision; and (4) was replaced by a sufficiently younger person to permit an inference of age discrimination. Brewer v. Quaker State Oil Ref. Corp., 72 F.3d 326, 330 (3d Cir.1995). Where an employee is terminated during a reduction in force ("RIF"), the plaintiff must show "that the employer retained a sufficiently younger similarly situated employee." Monaco v. Am. Gen. Assurance Co., 359 F.3d 296, 301 (3d Cir.2004); Anderson v. Consol. Rail Corp., 297 F.3d 242, 250 (3d Cir.2002).
To qualify as "similarly situated," there must be evidence that the retained employees had duties that were comparable to those of the plaintiff. Id. Courts analyzing the fourth prong must "look to the job function, level of supervisory responsibility and salary, as well as other factors relevant to the particular workplace. This determination requires a court to undertake a fact-intensive inquiry on a case-by-case basis rather than in a mechanistic and inflexible manner." Monaco, 359 F.3d at 305; see also Opsatnik v. Norfolk S. Corp., 335 Fed.Appx. 220, 222-23 (3d Cir.2009) ("While `similarly situated' does not mean identically situated, the plaintiff must nevertheless be similar in `all relevant respects.'") (quoting Holifield v. Reno, 115 F.3d 1555, 1562 (11th Cir.1997)); Lepore v. Lanvision Sys., Inc., 113 Fed.Appx. 449, 452 (3d Cir.2004) (opining that similarly situated employees "work in the same area in approximately the same position") (citing Anderson, 297 F.3d at 249-50); Johnson v. Kroger Co., 319 F.3d 858, 867 (6th Cir.2003) ("In the context of personnel actions, the relevant factors for determining whether employees are similarly situated often include the employees' supervisors, the standards that the employees had to meet, and the employees' conduct.") (citation omitted); Milliron v. Pilot Travel Cntrs., LLC, No. 06-0262, 2009 WL 2579200, at *10 (W.D.Pa. Aug. 20, 2009) (citing Monaco and collecting other Circuit
"In order for a plaintiff to satisfy the `sufficiently younger' standard, . . . there is no `particular age difference that must be shown,' but while `[d]ifferent courts have held . . . that a five year difference can be sufficient, . . . a one year difference cannot.'" Showalter v. Univ. of Pittsburgh Med. Ctr., 190 F.3d 231, 236 (3d Cir.1999) (quoting Sempier, 45 F.3d at 729 (citations omitted)).
Plaintiff asserts that he has made a prima facie case of age discrimination. (Pl.'s Resp. 36.) He notes, first, that the HRBPs "held precisely the same position as Plaintiff." (Id.) He then argues that Plaintiff and Miller were "substantially older" than the other two HRBPs reporting directly to Billow; and "[a]fter Plaintiff was terminated, but before Miller retired, Billow promoted Russell, a significantly younger female employee, to take Miller's HRBP position." (Id.) He points out that Palopoli was also "substantially younger than Plaintiff." (Id. at 37.) Defendant contends that Plaintiff cannot demonstrate that he was qualified for the labor relations position, or that the labor relations position was similar to the HRBP position that Plaintiff had occupied and which was subsequently eliminated. (Def.'s Mem. 19.)
Plaintiff was sixty-two years old when he was terminated from Defendants' employment on October 1, 2009. Therefore, elements (1) and (3) have been met. At the time that Plaintiff was terminated, three other HRBPs reported directly to Billow: Miller, Byrd, and Sholl. Plaintiff and Miller were located in Allentown, and Byrd and Sholl were located in Greensboro. Therefore, of the four HRBPs reporting directly to Billow, only Miller was similarly situated to Plaintiff. In 2009, the year when Plaintiff was laid off, Miller was sixty-five years old. She was three years older than Plaintiff. Therefore, with respect to Miller, Plaintiff cannot meet element (4).
To the extent that Plaintiff argues that he and Palopoli were similarly situated, that argument fails. On the one hand, Palopoli and Plaintiff both were located in Allentown. Palopoli is sixteen years younger than Plaintiff. See Steward v. Sears Roebuck & Co., 231 Fed.Appx. 201, 209 (3d Cir.2007) ("We decline to adopt a brightline rule that a 6.75 year average age difference between a plaintiff and those who assume his job duties is, as a matter of law, insufficient to give rise to an inference of age discrimination."); Barber v. CSX Distrib. Servs., 68 F.3d 694, 699 (3d Cir.1995) ("It is clear that here, the eight year difference between [the plaintiff] and the successful candidate . . . could support a finding that [the successful candidate] was sufficiently younger than [the plaintiff] to permit an inference of age discrimination.") (citation and internal quotation marks omitted); Sempier, 45 F.3d at 729-30 (concluding four and ten year age differences were sufficient to support a prima facie case of age discrimination). On the other hand, Plaintiff reported directly to Billow and Palopoli reported directly to Rosko.
Even if Plaintiff had made a prima facie case of age discrimination, Defendants have established a legitimate, nondiscriminatory reason for terminating him. Once a plaintiff establishes a prima facie case, the burden shifts to the defendant to show that there was a legitimate, nondiscriminatory reason for the adverse employment decision. Showalter, 190 F.3d at 235. At this stage, "the burden of production (but not the burden of persuasion) shifts to the defendant. . . ." Mascioli v. Arby's Rest. Grp., 610 F.Supp.2d 419, 433 (W.D.Pa. 2009). The burden on the defendant is "relatively light" and the defendant can satisfy this burden by "introducing evidence which, taken as true, would permit the conclusion that there was a non-discriminatory reason for the unfavorable employment decision." Id. (quoting Fuentes v. Perskie, 32 F.3d 759, 763 (3d Cir.1994)).
Defendants contend that their reason for terminating Plaintiff was legitimate and nondiscriminatory. They explain that Defendants "were faced with a very challenging and difficult business environment, which resulted in drastic, cost-cutting measures," and that "Plaintiff's position was eliminated in connection with a necessary RIF." (Defs.' Mem. 19.) The termination of an employee in connection with a financially necessary RIF constitutes a legitimate, nondiscriminatory reason for the termination. See, e.g., Atchison v. Sears, 666 F.Supp.2d 477, 494 (E.D.Pa.2009); Laukagalis v. Unisys Corp., No. 07-4754, 2008 WL 4601935, at *4-5 (E.D.Pa. Oct. 15, 2008); Smith v. Thomas Jefferson Univ., No. 05-2834, 2006 WL 1887984, at *4 (E.D.Pa. June 29, 2006).
If a defendant succeeds at this second step, the third step of the McDonnell Douglas framework requires the plaintiff to show that the employer's proffered legitimate, non-discriminatory reason for the adverse employment action is pretext for discrimination. Burdine, 450 U.S. at 252, 101 S.Ct. 1089. To show pretext, the plaintiff must present "some evidence . . . from which a fact finder could reasonably either (1) disbelieve the employer's articulated legitimate reasons; or (2) believe that an invidious discriminatory reason was more likely than not a motivating or determinative cause of the employer's action." Fuentes, 32 F.3d at 764.
With respect to prong (1), to discredit the employer's proffered reason, a plaintiff
Fuentes, 32 F.3d at 765. "As another court of appeals has put it, `federal courts are not arbitral boards ruling on the strength of `cause' for discharge. The question is not whether the employer made the best, or even a sound, business decision; it is whether the real reason is [discrimination].'" Keller v. Orix Credit Alliance, Inc., 130 F.3d 1101, 1109 (3d Cir.1997) (quoting Carson v. Bethlehem Steel Corp., 82 F.3d 157, 159 (7th Cir. 1996)); see also Coulton v. Univ. of Pa., 237 Fed.Appx. 741, 747 (3d Cir.2007) (holding that "it is not enough to show that the employer made a wrong or mistaken decision"). With respect to prong (2) of the pretext analysis, a plaintiff must provide evidence that allows the fact finder to infer that discrimination was "the `but-for' cause of the employer's adverse decision." Gross, 557 U.S. at 176, 129 S.Ct. 2343; City of Allentown, 589 F.3d at 690-91; Boyd v. Federated Investors, Inc., No. 10-1460, 2012 WL 94484, at *5 (W.D.Pa. Jan. 11, 2012); Homel v. Centennial Sch. Dist., 836 F.Supp.2d 304, 317 (E.D.Pa.2011).
Plaintiff argues that Defendants' proffered reason for terminating Plaintiff is pretextual, as evidenced by several facts. First, he points out that "[o]ther than Miller, Plaintiff was the oldest member of the Department and the only one terminated." (Pl.'s Resp. 46.) This does not demonstrate pretext. In D'Amico v. Pulte Homes, Inc., No. 08-1099, 2009 WL 792344 (E.D.Pa. Mar. 23, 2009), the plaintiff argued that the supervisor's discriminatory animus against older employees was demonstrated by "his exclusive selection of individuals over 40 years of age for the RIF." Id. at *4. In that case, the supervisor chose to retain two individuals over the age of 40. The Court held that "[w]ithout more, [the supervisor's] selection of individuals for the RIF is insufficient to create a question of fact regarding whether an `invidious discriminatory reason was more likely than not a motivating or determinative cause of the employer's action.'" Id. (citation omitted). In this case, Billow chose to retain several individuals who were over the age of forty. Indeed, Byrd, one of the HRBPs who was retained, was only two years younger than Plaintiff. Sholl, the youngest of the four HRBPs, was fifty-four years old at the time Plaintiff was laid off. Accordingly, the fact that Plaintiff was the second-oldest member of Billow's department to be laid off does not support pretext.
As evidence of pretext, Plaintiff points to a "woefully deficient method of assessing Defendants' success regarding age diversity" (Pl.'s Resp. 46 at n. 53) and Defendants' failure to "perform any adverse impact of the RIF with respect to age" (id. at 47-78 at n. 55). While such evidence may be used to establish a prima facie case of age discrimination, it does not rebut Defendants' articulated reason for terminating Plaintiff. Plaintiff "cannot simply rely on the facts that support [his] prima facie case to rebut [Defendants'] articulated reason, and assert that [Defendants'] intent is a question of fact that must be determined by a jury." Fieni v. Franciscan Care Cntr., No. 09-5587, 2011 WL 4543996, at *9 (E.D.Pa. Sept. 30, 2011).
Plaintiff claims that pretext is evidenced by the fact that (1) Defendants failed to
The record shows that the economy deteriorated in 2009. Billow received a directive to reduce her department's headcount. She decided to eliminate one position in Allentown. Miller was not immediately eliminated at the time because she was still in the process of administering STEP. A substantial number of the Allentown employees who remained after STEP were represented by a union and required specialized labor relations support. Palopoli had more labor relations experience than Plaintiff. Accordingly, Billow decided to eliminate Plaintiff's position. The later hiring of Russell is separate and apart from Plaintiff's termination. With respect to Filopowicz, there is no evidence that Defendants' retention of that employee, and their decision not to replace Filopowicz with Plaintiff, were motivated by age. Filopowicz assisted Palopoli with administering labor contracts. In addition to performing administrative work concerning the bargaining units, he responded to employees and managers in the union. Filopowicz reported to Palopoli. Since Palopoli would continue her labor relations work, there is nothing invidious about a decision to retain Filopowicz to assist Palopoli. Moreover, Filopowicz and Plaintiff had different job functions. There is nothing indicating that Filopowicz's younger age is why he was retained and Plaintiff was terminated. While we do not believe that Defendants violated their RIF Policy, a mere violation of policy alone cannot constitute evidence of pretext. See Russell v. Vanguard Grp., No. 04-3269, 2006 WL 2077010, at *3 (E.D.Pa. July 24, 2006) (holding that while an employer's violation of its own policy "might afford evidence that improper purposes are playing a role," such a violation does not necessarily constitute evidence of pretext) (internal quotation marks and citation omitted). Filopowicz's later promotion to a full-time Labor Relations Coordinator position in 2009 to 2010 is separate and apart from Plaintiff's termination.
Finally, Plaintiff claims that Defendants deliberately staggered the termination dates of its employees in connection with the RIF and failed to provide Plaintiff with an age demographic list, or a list of criteria used to select him for termination, at the time he was terminated, in violation
In sum, with respect to the age discrimination claims, Plaintiff has not demonstrated any "weaknesses, implausibilities, inconsistencies, incoherencies, or contradictions in the employer's proffered legitimate reasons for its actions [such] that a reasonable factfinder could rationally find them unworthy of credence." Keller, 130 F.3d at 1109. Moreover, Plaintiff has not adduced evidence that age was the but-for cause of the decision to terminate Plaintiff. Defendants retain discretion to terminate employees as part of a RIF so long as there is no discriminatory animus. Here, there is no showing that "age discrimination was the cause of the adverse employment action by showing that no other believable reason for the action exists." See Homel, 836 F.Supp.2d at 318 (emphasis added). The "essence of a [reduction-in-force] is that competent employees who in more prosperous times would continue and flourish at a company may nevertheless have to be fired." Healy v. New York Life Ins. Co., 860 F.2d 1209, 1220 (3d Cir.1988); Laukagalis, 2008 WL 4601935, at *6. Unfortunately, Plaintiff was one of those employees. Accordingly, Defendants' Motion as to Plaintiff's age discrimination claims will be granted.
Title VII makes it is unlawful for an employer to "discharge any individual, or otherwise to discriminate against any individual with respect to his compensation, terms, conditions, or privileges of employment, because of such individual's . . . sex." 42 U.S.C. § 2000e-2. Unlike ADEA plaintiffs,
Makky v. Chertoff, 541 F.3d 205, 213 (3d Cir.2008).
Under a mixed-motives inquiry, "a plaintiff need only present sufficient evidence for a reasonable jury to conclude, by a preponderance of the evidence, that `. . . sex . . . was a motivating factor for any employment practice.'" Desert Palace, Inc. v. Costa, 539 U.S. 90, 101, 123 S.Ct. 2148, 156 L.Ed.2d 84 (2003). If a plaintiff makes that showing, the employer can put forth an affirmative defense to "demonstrate that it would have taken the same action in the absence of the impermissible motivating factor." Id. at 95, 123 S.Ct. 2148 (alterations omitted). "If proven,
Gender discrimination against males is commonly referred to as reverse discrimination. In cases involving reverse discrimination, the Third Circuit has articulated a modified burden shifting analysis that differs from the usual test for gender discrimination enunciated by the Supreme Court in McDonnell Douglas.
Plaintiff asserts that a prima facie case of reverse discrimination exists since "Defendants retained Miller, Sholl and Byrd, all of whom were female HRBPs who held precisely the same position as Plaintiff." (Pl.'s Resp. 36.) In addition, Plaintiff argues that Miller was treated more favorably than Plaintiff since she was permitted to remain with Defendants until 2010 after she notified them that she would not relocate to Greensboro. (Id.) Plaintiff also argues that gender discrimination is shown by the fact that Defendants chose Palopoli, a female employee, over him for the remaining Allentown-based position. (Id. at 36-37.)
For the reasons set forth supra, Palopoli was not similarly situated to Plaintiff, and of the four HRBPs who reported to Billow, only Miller was similarly situated to Plaintiff. While there is evidence that Billow did not discriminate on the basis of gender,
Once the plaintiff has established a prima facie case of reverse discrimination, the burden shifts to the defendant to articulate a legitimate, nondiscriminatory reason for the employment action. See Corbett v. Sealy, Inc., 135 Fed.Appx. 506, 509 (3d Cir.2005) (explaining Iadimarco standard); Medcalf v. Trustees of Univ. of Pa., 71 Fed.Appx. 924, 927 (3d Cir.2003) (same). For the reasons discussed supra, Defendants have set forth a legitimate, non-discriminatory reason for their decision to terminate Plaintiff.
At the final step, the burden shifts back to plaintiff to show the defendant's reason for the action was pretextual. Corbett, 135 Fed.Appx. at 509; Medcalf, 71 Fed.Appx. at 927. Plaintiff asserts that Defendants' proffered reason for terminating Plaintiff "fails to explain why Plaintiff was selected for termination while all of Billow's female staff, including not only Palopoli, but also Miller, Sholl and Byrd, were retained." (Pl.'s Resp. 39.)
Plaintiff argues that Defendants' proffered reason for Plaintiff's termination is pretextual. He argues that gender discrimination is evidenced by the "unfair" promotion of Palopoli, followed by Russell's replacement of Miller, both of which show that Billow was "motivated by a desire to retain a female employee, and not because the position itself was indispensable." (Id. at 42.)
Similarly, the fact that Defendants retained Miller until 2010 to administer STEP while eliminating Plaintiff's position in 2009 was a logical business decision. It does not reveal any inconsistencies or discriminatory animus that would compel us to second-guess Defendants' rationale for terminating Plaintiff; it does not suggest gender discrimination. See Shaw v. Pittsburgh Bd. of Public Educ., No. 07-1183, 2009 WL 86709, at *5 (W.D.Pa. Jan. 12, 2009) ("[T]he fact that a woman received a more desirable assignment instead of a man does not, alone, establish gender discrimination."); see also Paich v. Nike, Inc., No. 06-1442, 2008 WL 696915, at *8 (W.D.Pa. Mar. 12, 2008) (noting that "[i]n a discrimination case, the issue before the court is not the fairness of an employer's decision to terminate the plaintiff, but whether the record raises an issue of fact as to whether the decision was motivated by discriminatory animus") (citing Brokenbaugh v. Exel Logistics N.A., Inc., 174 Fed.Appx. 39, 45 (3d Cir.2006)).
To show pretext, Plaintiff points to inconsistencies in Billow's explanation for her decision to terminate Plaintiff. (Pl.'s Resp. 41-42.) These inconsistencies are: (1) Billow's testimony that she considered client assignments, geographic location, and job function when determining which position to eliminate, in contrast with testimony that client group assignments and geographic location were interchangeable; and (2) Billow's testimony that the "vast majority" of employees remaining in Allentown after STEP were bargaining unit employees, in contrast with a prior statement that fifty percent of the remaining Allentown employees were bargaining unit employees. (Id. at 42.) However, the fact that Client Group and geographic assignments may be interchangeable does not contradict Billow's testimony that she considered those factors, as well as job function, when deciding how to reduce headcount in her department. Moreover, Billow's testimony with regard to the composition of employees remaining in Allentown after STEP appears to be more of a minor miscalculation rather than a material equivocation:
(Billow Dep. 251-52.) This does not discredit Defendants' proffered reason for terminating Plaintiff. See Seiple, 2009 WL 2776609, at *8.
Plaintiff points to circumstantial evidence of gender discrimination, including Defendants' diversity initiative, something of which Billow was a "champion" (Pl.'s Resp. 40);
Plaintiff asserts that Raftas' declaration is evidence of gender discrimination. In the declaration, Raftas states that based upon his interactions with Billow and others in the work place, "Billow had a negative attitude toward older males." (Raftas Decl. 4.)
Plaintiff asserts that Billow violated Defendants' RIF Policy in various respects. He claims that Billow was required to use a reduction review team and consult with another human resources professional, pursuant to Defendants' RIF Policy, but Billow did not do so. (Pl.'s Resp. 40.) She also failed to consider Plaintiff's longevity with the company in considering which employee to terminate. (Id. at 44.) However, any such failure does not necessarily undermine Defendants' justification for eliminating Plaintiff's position. A violation of an employment policy itself is not evidence of pretext. See Russell, 2006 WL 2077010, at *3.
The facts of this case are similar to the facts of Bernstein v. St. Paul Companies, Inc., 134 F.Supp.2d 730 (D.Md.2001). In Bernstein, the plaintiff was a white male former employee. His employer was acquired by another company, which resulted in the elimination of redundant jobs in an effort to save overhead costs. Id. at 731. Before the acquisition, the plaintiff worked in the legal department of the acquired company and spent half of his time on insurance coverage issues, and half of his time on governmental affairs. In his reviews, he received high marks for his intellect and ability to analyze legal questions, but there were concerns over his interpersonal skills. Id. The plaintiff's position with the acquired company was eliminated. Id. at 732. Pursuant to reduction-in-staff procedures, he was given the opportunity to "compete" for a Federal Affairs Representative position, which was also being applied for by another applicant, from the acquiring company. This applicant was female and African-American. Id. She had become a Federal Affairs Representative for the acquiring company several months before the acquisition and received positive reviews from that company's CEO.
After the merger, the person to whom the open Federal Affairs Representative would report ("supervisor") compared the two candidates. She interviewed the plaintiff and spoke with his supervisors at his old employer (the acquired company). Their views confirmed the supervisor's own view: that he had excellent research skills but weaker interpersonal skills. Id. The female applicant had reported to the supervisor for several months before the competition for the Federal Affairs Representative position. The supervisor believed the female applicant performed well and had the CEO's approval. She decided to retain the female candidate and terminate the plaintiff. She explained that the female applicant was offered the position because of her superior interpersonal skills and her satisfactory performance as the incumbent. She was the "stronger candidate." Id. at 733.
The plaintiff exhausted his administrative remedies, and then filed a lawsuit alleging, among other claims, reverse gender
While the court held that the plaintiff could not make out a prima facie case, it held that even if he could make out such a case, the employer proffered a legitimate, nondiscriminatory reason for preferring the female candidate. Id. at 733. The court held that the plaintiff failed to come forward with sufficient evidence from which a reasonably minded jury could conclude that the employer's stated reason for preferring the female candidate was "just a pretext for discrimination." Id. (citation omitted). It explained that it was "uncontroverted" that the position demanded someone with considerable interpersonal skills, and the plaintiff had consistently been marked down in that area. Id. It explained that the employer's commitment to diversity did not itself raise an inference that the company had a policy of illegal discrimination.
In the instant case, Billow needed to eliminate a position in Allentown. She chose to eliminate Plaintiff's position and have Palopoli assume his minor day-to-day human resources duties, and any remaining strategic human resources duties would go to another more experienced HRBP, Sholl. While Plaintiff argues that he had a stronger background in human resources, he does not deny that Palopoli had superior labor relations skills. While Plaintiff's human resources duties could easily be picked up by Palopoli and Sholl without additional training and time to learn, Plaintiff would have needed additional time and training to learn labor relations skills. Companies are permitted to make business decisions which result in the retention of one employee and the termination of another employee for any reason that is not predicated upon an impermissible factor. That is what happened here. This Court may not now "sit as a kind of super-personnel department that reexamines [Defendant's] business decisions." Thomas Jefferson Univ., 2006 WL 1887984, at *5 (quoting McCoy v. WGN Cont'l Broad Co., 957 F.2d 368, 373 (7th Cir.1992)). Accordingly, we will grant Defendants' Motion on Plaintiff's gender discrimination claims.
For the foregoing reasons, Defendant's Motion for Summary Judgment will be granted.
An appropriate Order follows.
Excluding Plaintiff, there were three other HRBPs who reported directly to Lesley Billow, the Senior Vice President of Human Resources for Mack Trucks and Volvo Trucks in North America. (Andersen Dep. 189; Billow Dep. 36, Pl's Resp. Ex. G, ECF No. 29.) The three other HRBPs were: Bonnie Miller, born in 1944, Dottie Byrd, born in 1949, and Jill Sholl, born in 1955. (Miller Dep. 3, Pl.'s Resp. Ex. O, ECF No. 27-1; Byrd Dep. 4; Sholl Dep. 4; see also Pl.'s EEOC Aff., Pl.'s Resp. Ex. Z, ECF No. 28.) Plaintiff was the only male, and was the second oldest, of the four HRBPs. He was younger only to Miller. (Compare Miller Dep. 3, with Andersen Dep. 15.) Miller and Plaintiff were located in Allentown, Pennsylvania, and Byrd and Sholl were located in Greensboro, North Carolina. (See Apr. 7, 2010 Ltr. 2, Pl.'s Resp. Ex. AA, ECF No. 28 (noting Plaintiff and Miller being located in Allentown, Pennsylvania); Sholl Dep. 11 (testifying about move to Greensboro, North Carolina in September 2002); Billow Dep. 370 (noting Sholl's and Byrd's location in Greensboro).)
Sherri Palopoli was a Labor Relations Supervisor who worked in Allentown. (Billow Dep. 136.) She was hired by Defendants in 2006, and provided human resources support to the bargaining unit employees. (Palopoli Dep. 28-30, 84, Pl.'s Resp. Ex. DD, ECF No. 31.) At the time that she was hired, she was a lawyer but had little, if any, experience in labor relations, in administering collective bargaining agreements, or in human resources. (Id. at 84-86; Byrd 30(b)(6) Dep. 60, Pl.'s Resp. FF, ECF No. 33.) Palopoli received training for the Labor Relations Supervisor position by reading collective bargaining contracts and receiving on-the-job training, which included reviewing relevant laws and speaking with managers, the union, and other labor relations personnel. She did not receive formal training. (Palopoli Dep. 64-65.) As Labor Relations Supervisor, Palopoli was in charge of two bargaining units and had labor relations and human resources responsibilities for both of these bargaining units. Such responsibilities included the administration of labor contracts for the local office workers and engineering bargaining units in Allentown, participating in the local contract negotiations and handling liability and "day-to-day HR functions." (Palopoli Dep. 28-30.) These functions included payroll, benefit, discipline, hire, fire, and development issues. (Id. at 28.) Palopoli had daily conversations with union representatives concerning grievances and payroll issues. (Id. at 45-46.) She participated in the re-negotiation of local contracts, which occurred every three years, and drafted the local contracts. (Id. at 46-49.) Palopoli received certification as a Professional in Human Resources in 2003 and is pursuing her masters degree in Human Resources at St. Joseph's University. (Id. at 18-19, 111.) As Labor Relations Manager, she reported to Ed Rosko, a Labor Relations Director located in Greensboro, North Carolina, who reported to Billow. (Pl.'s EEOC Aff.) Palopoli was sixteen years younger than Plaintiff. (Russell HR Form, Pl.'s Resp. Ex. GG, ECF No. 33 (noting that Russell was born in 1963); see also Defs.' Resp. To Pl.'s First RFAs No. 14, Pl.'s Resp. Ex. R, ECF No. 32 (admitting that Russell is at least ten years younger than Plaintiff).)
Chris Filopowicz, a contract employee in his mid-twenties, assisted Palopoli with administering labor contracts. (Palopoli Dep. 77-83; Billow Dep. 139-40.) In addition to performing administrative work concerning the bargaining units, he responded to employees and managers in the union. (Id. at 80.) Filopowicz reported to Palopoli, who reported to Rosko. (Billow Dep. 137.) Sometime during Billow's tenure as Vice President, Billow referred to Filopowicz as a "cutie." (Id. at 318.) Sometime between 2009 and 2010, Filopowicz took a full-time Labor Relations Coordinator position. (Billow Dep. 166, 317.)
While Plaintiff asserts that he had experience working with the bargaining unit employees, he acknowledges that Palopoli worked with the bargaining unit more frequently than he did since it was "100 percent" of her job. (Id. at 265-66.) Since Palopoli was part of the labor relations negotiations team, and Plaintiff was not, he would receive from Palopoli a copy of the most current contract that resulted from labor relations negotiations. (Id. at 266-67.) Nevertheless, as a HRBP, Plaintiff did not frequently refer to the contract since "[t]he preferred route would be . . . to go directly to the labor relations department." (Id. at 267-68.) Plaintiff estimates that when he worked in the payroll department, he looked at the labor contract once a month, when there were questions regarding payroll that pertained to the bargaining unit. (Id. at 389-90.) When he worked as a HRBP, he examined the contract once a month. (Id. at 390-91.)
When Billow first became Senior Vice President in 2006, her department included a Labor Relations Manager, Ted Raftas. (Raftas Decl. 1, Pl's Resp. Ex. BB, ECF No. 28.) Raftas was located in Allentown and reported to Rosko. (Id. at 1-2.) Raftas supervised Palopoli. (Id. at 2.) In February 2007, Raftas was notified that his position was being eliminated. (Id. at 3.) He transferred into a labor relations position in another business area that was not headed by Billow. Raftas remained in Allentown and continued to support and mentor Palopoli until he was terminated by Defendants in June 2009. (Id. at 1, 3-4.) Raftas was fifty-five-and-a-half years old at the time of termination. (Id. at 1.) The reason for his termination was a reorganization and reduction in force. (Id.)
Billow learned of Palopoli's skills and experience in discussions with Palopoli's supervisor, Ed Rosko, and Palopoli's manager, William Waters. (Billow Dep. 147-49, 160.) Billow learned of Plaintiff's background and experience through discussions with Plaintiff himself since the time she became his manager in December 2006. (Id. at 36, 150-52; Andersen Dep. 190-92.)
Billow testified that she was not made aware that Plaintiff had taken some training courses in labor negotiations or that Plaintiff had experience in negotiating contracts. (Id. at 151.) Billow also testified that she had no "absolute knowledge" of the nature or extent of Palopoli's involvement in labor negotiations when she made the decision to terminate Plaintiff, other than that she was involved in general negotiations and preparation work, and how long Palopoli had been engaged in that sort of work for Defendants. (Billow Dep. 153, 234.)
(2006 Volvo Human Resources Policy 2-3, Pl.'s Resp. Ex. NN, ECF No. 33.)
Billow explained that the position was not posted because "the job content did not change in a great degree. It was minimal. All we did was include the day-to-day HR issues that were non-bargaining unit. So it was not a posted job because the primary job content had stayed the same." (Billow Dep. 155-56.)
Plaintiff argues that Palopoli did not meet the minimum qualifications for the HRBP position. (Pl's Resp. 27.) The HRBP Position Profile from February 2004 states that the minimum experience required is: "10 years experience in human resources of which at least 7 are in a management role in a facility, regional office or corporate headquarters environment responsible for some combination of: staffing (focusing on management professionals), retention, compliance, development, salary administration, and project management." (HRBP Position Profile 2, Pl.'s Resp. Ex. OO, ECF No. 33.)
43 Pa. Stat. § 955(a). "The same legal standard applies to both the ADEA and the PHRA and therefore it is proper to address them collectively." Kautz v. Met-Pro Corp., 412 F.3d 463, 466 n. 1 (3d Cir.2005); see also Kelly v. Drexel Univ., 94 F.3d 102, 105 (3d Cir.1996) (noting Pennsylvania courts "generally interpret the PHRA in accord with its federal counterparts").
In addition to arguing that gender discrimination was more likely than not a motivating or determinative cause of Plaintiff's termination, Plaintiff also argues that this evidence shows contradictions and inconsistencies in Defendants' testimony such that the Court should not believe the employer's proffered reason for Plaintiff's termination. (Id. at n. 49).
(Raftas Decl. 5.) He continues, "Given my impression of Ms. Billow's attitude toward men, I am not surprised to learn that she terminated Mr. Andersen while retaining the other Human Resources Business Partners and Ms. Palopoli, all of whom were female." (Id.)