Guy v. Alabama Power Company
Filing
82
OPINION AND ORDER denying 47 MOTION for Summary Judgment. Signed by Honorable Judge Myron H. Thompson on 4/14/2015. (Attachments: # 1 Civil Appeals Checklist) (wcl, )
IN THE DISTRICT COURT OF THE UNITED STATES FOR THE
MIDDLE DISTRICT OF ALABAMA, NORTHERN DIVISION
WILLIAM A. GUY,
Plaintiff,
v.
ALABAMA POWER COMPANY,
Defendant.
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)
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)
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)
)
)
CIVIL ACTION NO.
2:13cv08-MHT
(WO)
OPINION AND ORDER
Relying on the Uniformed Services Employment and
Reemployment Rights Act of 1994 (“USERRA”), 38 U.S.C.
§§ 4311 et seq., plaintiff William A. Guy brought this
lawsuit
against
defendant
claiming
that
faced
he
Alabama
illegal
Power
Company
discrimination
as
a
result of his deployment overseas as a member of the
United States military.1
Subject-matter jurisdiction is
1. At the pretrial conference on January 29, 2015,
Guy stated that he was no longer pursuing a retaliation
claim under USERRA.
Guy had also asserted state-law
claims, but the court has already dismissed them. Guy
v. Alabama Power Co., 2013 WL 3929858 (M.D. Ala. 2013)
(Thompson, J.).
proper under 38 U.S.C. § 4323(b) and 28 U.S.C. § 1331.
The case is now before this court on Alabama Power’s
motion
for
summary
judgment.
The
motion
will
be
denied.
I. LEGAL STANDARD
AA party may move for summary judgment, identifying
each claim or defense--or the part of each claim or
defense--on
which
summary
judgment
is
sought.
The
court shall grant summary judgment 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).
The court must view
the admissible evidence in the light most favorable to
the non-moving party and draw all reasonable inferences
in favor of that party.
Matsushita Elec. Indus. Co.
Ltd. v. Zenith Radio Corp., 475 U.S. 574, 587 (1986).
2
II. BACKGROUND
Guy
claims
that
Alabama
Power
terminated
his
employment because of his impending deployment overseas
with
the
United
States
military.
The
Alabama
Power
employees directly involved in his termination are Gail
Willis, a high-level sales employee; Kevin Grice, Guy’s
supervisor; Richard Hutto, a vice-president; and Leslie
Sanders, another vice-president.
The facts that follow
are drawn from the evidence taken in the light most
favorable to Guy.
Since the early 1990s, Guy has been a member of the
Alabama National Guard, which Alabama Power knew when
it
hired
him
as
an
appliance
salesperson
in
2003.
During his time at the company, his military obligation
included regular National Guard trainings as well as
one
extended
17-month
absence
from
2006-2007
pre-deployment training and deployment to Iraq.
3
for
These
absences
did
not
prevent
promoted within Alabama Power.
Guy
from
being
When Guy was deployed
to Iraq, he was a salesperson, a position in which he
could easily be replaced while on leave.
During his
deployment, the company paid the difference between his
military salary and the salary he would have received.
Several colleagues also checked on his family while he
was away and collected a fund for his son, who fell
seriously ill during
return,
Guy
division-sales
position
where
was
his deployment. Soon after his
promoted
manager,
he
would
from
a
be
salesperson
high-level
much
harder
to
management
to
replace.
Altogether, between 2003 and 2007, Guy progressed up
the ranks of the company, going from a salesperson at a
smaller store to a sales manager with authority over 11
stores.
Although Alabama Power promoted Guy, the company
did
express
absences.
some
hesitations
about
his
extended
After learning of Guy’s potential two-year
4
absence in 2006, Guy’s immediate supervisor sent an
email up the chain of command, lamenting that, “Things
just
keep
getting
better
and
better.”
Among
the
recipients of the e-mail was Gail Willis, a high-level
sales employee who would contribute to the decision to
fire Guy in 2012.
before
Guy’s
year--Willis
Moreover, in July 2007--which was
return
from
instructed
Iraq
Guy’s
in
August
supervisor
of
to
that
select
candidates to interview for his position within three
weeks in case he decided not to return to the company.
Willis did note, however, that she would hate to fill
the
position
returned
re-adjust
from
to
if
Guy
wanted
deployment
his
and
family
and
to
return.
asked
for
civilian
When
90
life
days
Guy
to
before
restarting his job, the company refused and instead
said that he needed to return in around one month’s
time.
He agreed and did not file any complaint about
this incident.
5
After his promotion in 2007, Guy received positive
feedback for his work over the next four-and-a-half
years.
In every performance review from 2007 through
2011, including the final one done by his supervisor,
Kevin
Grice,
expectations.
Guy
was
told
that
he
fully
met
Although there was a section to document
any unethical behaviors, every review stated that Guy
had
“clearly
conduct.
demonstrated”
Grice
even
the
required
nominated
Guy
ethical
for
a
leadership-development program in the spring of 2011,
and, in May 2012, Guy was put in a leadership position
for the Alabama Power team competing in a city-wide
rowing race over the summer.
In late May 2012, Guy learned that he once again
would
be
informed
deployed,
his
supervisor,
this
immediate
Willis;
and
time
to
Afghanistan.
supervisor,
other
Grice;
management,
He
Grice’s
including
Leslie Sanders, a vice-president to whom Guy did not
directly report but who ran the business operations at
6
many
of
the
offices
appliance-sales teams.
where
Guy
headed
the
At that point, Willis and Grice
made plans for another division-sales manager to cover
for Guy during his training and deployment.
One month later, Grice and Willis told Guy, for the
first
time,
about
concerns
performance and demeanor.
over
his
professional
Willis raised these concerns
after hearing that Richard Hutto, a vice-president at
the company, had voiced concerns about Guy’s behavior
at
previous
business
forums
in
2011
and
2012,
and
subsequently called Hutto to confirm the reports.
In this June 2012 phone conversation, Hutto told
Willis about two incidents involving Guy.
stated
that
his
executive
secretary
had
First, he
complained
that, at a March 2011 forum, Guy hugged her in a way
that made her feel uncomfortable but she asked Hutto
not
to
tell
anyone.
Although
Alabama
Power
policy
requires reporting all violations of company policy to
human resources, Hutto did not notify anyone of this
7
incident for well over a year.
He also did not report
it in a corporate-compliance survey where Alabama Power
employees were asked if they knew of any person who had
violated company policy.
Second, Hutto also told Willis about a conversation
involving Guy that occurred at the March 2012 business
forum.
After
a
female
colleague
mentioned
her
gynecologist, Guy, who had been drinking, responded,
“If anyone is going to see my wife’s vagina, I’d assume
it would be [her gynecologist].”
comment
was
inappropriate
and
Hutto thought the
worried
actions would get Alabama Power sued.
that
Guy’s
However, Hutto
did not report the comment until a May 2012 meeting
with human resources.
Around the same time, Willis also called a human
resources employee at Alabama Power, who told her that
Guy’s jokes sometimes bordered on unprofessional and
that Guy could be too informal at work functions.
She
also noted that Sanders, the vice-president of business
8
operations
about
in
him.
Guy’s
This
geographical
employee
area,
also
did
had
not
concerns
file
any
complaints about Guy’s behavior.
Willis
and
investigation
Grice,
into
without
these
doing
incidents
any
or
independent
talking
with
Sanders, arranged a June 2012 meeting with Guy, where
they told him about the complaints and their concerns
over his lack of self-awareness. Guy was surprised at
the feedback but did not push back in the meeting.
He
agreed to write a development plan that all three of
them would go over in a follow-up meeting in mid-July.
This form of coaching and counseling was
considered
informal discipline under Alabama Power policy.
Guy sent in his development plan in early July.
this
plan,
he
acknowledged
that,
“In
some
In
social
situations I can come across as awkward, impulsive,
arrogant, or self-righteous.” He also agreed to build
relationships
with
the
business
drinking at company events.
9
team
and
to
stop
This development plan was never discussed.
After
the June counseling session, but before the mid-July
meeting, Sanders contacted Willis to talk about Guy.
Similar
to
Hutto,
Sanders
stated
that
she
had
having problems with Guy for nearly a year.
been
In the
fall of 2011, soon after Sanders was elevated to her
vice-president
different
position,
managers
quick report.
she
introduced
had
a
meeting
themselves
and
where
gave
a
Guy started his report by stating that
“selling
appliances
explain
why
the
sucks”
economic
and
then
proceeded
situation
made
to
sales
difficult. Sanders told Willis that a person “cannot
recover”
from
that
type
of
comment.
Additionally,
Sanders stated that so many of the employees in her
department had complained about Guy’s arrogance that
she had told them to stop working with him.
Although
Sanders’s
main
concern
was
Guy’s
work
performance, she also stated that Guy made at least one
odd
comment
to
her.
Soon
10
after
the
introductory
meeting, Guy had an individual meeting with Sanders in
her
office.
In
response
to
Guy’s
perception
that
Sanders was flirting with him, he mentioned how “hot”
his wife was to show her that he was not interested.
Sanders, who maintains she was not flirting in any way,
found the comment strange.
The
phone
call
where
Sanders
relayed
this
information to Willis took approximately 15 minutes.
Sanders explained that she did not report any of these
incidents to Guy’s supervisors--Grice and Willis--for
the eleven months before the phone call because she was
focused on reorganizing her new division.
Sanders reported one additional incident following
the phone call.
Guy planned on ordering T-shirts for
the rowing competition that he had a leadership role in
and wanted to order better shirts than the year before.
After
he
sent
out
an
initial
email
regarding
the
shirts, one woman approached him and asked him for a
size that he believed would fit her tightly.
11
Based on
this encounter, Guy told Sanders that he planned on
ordering some tighter fitting shirts. Sanders responded
that all team members should have the same size shirt.
While Guy was simply responding to the earlier request
of
a
co-worker
who
wanted
a
tighter
fitting
Sanders interpreted Guy’s comment as sexist.
shirt,
Although
she did ask a colleague to work with Guy when ordering
the
race
shirts,
she
did
not
remove
him
from
his
leadership role.
Willis and Grice decided, following the phone call
with Sanders, that, rather than working with Guy on a
development plan,
they needed a more formal meeting
with Sanders to decide on Guy’s future.
Although they
went ahead with the mid-July meeting with Guy, they did
not
discuss
Sanders’s
the
development
plan
call.
Instead,
they
or
tell
asked
him
about
open-ended
questions about what was occurring in his division and
told him they would schedule an additional meeting to
do his mid-year review.
During this meeting, Guy gave
12
Willis
and
Grice
his
final
training
and
deployment
dates for Afghanistan.
In
late
July
2012,
Grice,
Willis,
Sanders,
and
several employees who report to Sanders met to discuss
Guy.
that
Sanders framed the meeting with the common theme
Guy
does
not
respond
to
e-mail
or
communicate
effectively with other employees, and she repeated what
she had told Willis on the phone.
Other employees at
the meeting then echoed her framing and proceeded to
discuss how Guy was not an effective mentor and how he
failed to respond to questions in a timely manner.
Following this meeting, Grice and Willis decided to
give Guy the option of demotion or resignation.
Even
though Grice did not necessarily believe Guy had acted
poorly, he said he agreed with the decision because
Guy’s working relationships had become too difficult.
On August 9, 2012, they told Guy that he had the option
of
being
demoted
to
an
appliance-sales-dispatcher
position or a commission salesperson, both lower-level,
13
customer-facing positions.
make a decision.
They gave him four days to
On the fourth day, he requested to
use his remaining vacation hours to make a decision,
but they refused.
with
Grice
The next morning, he left a message
stating
that
he
would
not
accept
either
position, but that he was not resigning. Grice sent a
letter confirming Guy’s termination at Alabama Power on
August 14, 2012. The company then found a permanent
replacement for his position.
Guy
brought
suit
against
Alabama
Power
for
discrimination under USERRA, and the company now moves
for summary judgment.
III. DISCUSSION
USERRA bars an employer from discriminating against
a “person who is a member of ... or has an obligation
to perform service in a uniformed service.”
§ 4311.
This
provision
“initial
employment,
prohibits
reemployment,
14
the
38 U.S.C.
denial
retention
of
in
employment, promotion, or any benefit of employment by
an employer on the basis of that membership ... or
obligation.”
Id.
Guy claims discrimination based on his employment
in the National Guard.
Specifically, he contends that
Alabama Power did not want to spend the time and money
training a temporary replacement while he was deployed.
The court finds that there is a genuine dispute of
material fact on this issue.
Congress
enacted
USERRA
“to
encourage
noncareer
service in the uniformed services by eliminating or
minimizing
the
disadvantages
to
civil
careers
and
employment which can result from such service and to
minimize
the
disruption
to
the
lives
of
persons
performing service in the uniformed services as well as
their employers.”
LLC,
605
F.
Dees v. Hyundai Motor Mfg. Alabama,
Supp.
(Thompson,
J.)
quotation
marks
2d
(quoting
1220,
38
omitted),
1224
U.S.C.
aff’d,
15
(M.D.
Ala.
§ 4301)
368
Fed.
2009)
(internal
App'x
49
(11th Cir. 2010).
In the legislative history of a
predecessor statute to USERRA, it was observed that,
“If
these
young
men
are
essential
to
our
national
defense, then certainly our Government and employers
have a moral obligation to see that their economic well
being is disrupted to the minimum extent possible.”
H.R.Rep. No. 1303, 89th Cong. (1966), U.S. Code Cong. &
Admin. News 1966, p. 2370 (quoted in Monroe v. Standard
Oil Co., 452 U.S. 549, 561 (1981)).
USERRA
prohibits
discrimination
in
employment
if
the employee’s membership in the armed services “is a
motivating factor in the employer’s action, unless the
employer
can
prove
that
the
action
would
taken in the absence of such membership.”
§ 4311(c)(1).
have
been
38 U.S.C.
Motivating factor is not the same as
sole factor; “[i]nstead, it is one of the factors that
a truthful employer would list if asked for the reasons
for its decision.”
Inc.,
411
F.3d
Coffman v. Chugach Support Servs.,
1231,
1238
16
(11th
Cir.
2005).
The
employee
must
preponderance
show
of
this
the
motivating
evidence,
at
factor
which
by
point
a
“the
burden shifts to the employer to prove the affirmative
defense that legitimate reasons, standing alone, would
have
induced
action.”
Id.
omitted).
the
employer
to
take
the
same
adverse
at 1238-39. (internal quotation marks
The court will first address whether the
employee showed that discrimination was a motivating
factor and then turn to the affirmative defense.
A.
Because
Motivating Factor
discrimination
is
“seldom
open
or
notorious,” circumstantial evidence is often “critical”
in
a
plaintiff’s
showing
of
a
motivating
factor.
Coffman, at 1238 (quoting Sheehan v. Dep’t of the Navy,
240 F.3d 1009, 1013 (Fed. Cir. 2001)).
To evaluate
circumstantial
evidence
of
discrimination
cases,
consider
a
variety
courts
including:
17
of
in
USERRA
circumstances
“[i][P]roximity in time between the
employee’s military activity and the
adverse
employment
action,
[ii]
inconsistencies between the proffered
reason
and
other
actions
of
the
employer,
[iii]
an
employer’s
expressed hostility towards members
protected by the statute together with
knowledge of the employee’s military
activity, and [iv] disparate treatment
of certain employees compared to other
employees with similar work records or
offenses.”
Id.
(quoting
Sheehan,
240
F.3d
at
1014).
Guy
contends that these first three factors are relevant
here.
Alabama Power disagrees.
The court will address
each in turn.
i.
Temporal Proximity
In this case, the first factor, temporal proximity,
can be analyzed similarly to the analysis of timing in
a
retaliation
claim
in
other
contexts.
In
a
retaliation claim under Title VII of the Civil Rights
Act of 1964, as amended (42 U.S.C. §§ 1981a & 2000e
through 2000e-17), or the Family and Medical Leave Act
18
(29 U.S.C. §§ 2601-2654), the court would look to when
the protected action (such as reporting discrimination)
occurred
and
protected
then
action
the
and
length
any
of
time
between
adverse-employment
the
action.
See, e.g., Hurlbert v. St. Mary’s Health Care Sys., 439
F.3d 1286, 1298 (11th Cir. 2006).
Here, Guy asserts
that he told Alabama Power about his deployment dates
and soon thereafter faced an adverse-employment action
because of his initial reporting.
In either context, temporal proximity “is generally
sufficient circumstantial evidence to create a genuine
issue
of
material
fact
of
a
causal
connection.”
Hurlbert, 439 F.3d at 1298 (11th Cir. 2006) (reversing
grant of summary judgment by district court on a Family
and Medical Leave Act retaliation claim based in part
on close temporal proximity).
Here, Guy let Willis,
Grice, and Sanders know about his deployment in May,
and, one month later, in June, he received informal
discipline
in
the
counseling
19
session.
After
Guy
followed
instructions
and
made
a
development
plan,
Willis and Grice did not even examine it; instead, they
relied on information from Sanders that she had known
for almost a year but had communicated only after Guy
informed
her
that
he
was
deploying
to
Afghanistan.
Grice and Willis made the decision to demote Guy in
late July, and, when he refused to accept the demotion,
they fired him in mid-August.
elapsed
between
late
May,
Thus, around two months
when
Guy
informed
Grice,
Willis, and Sanders of his deployment, and late July,
when Grice and Willis decided to demote or fire him
partly on Sanders’s advice.2
Put differently, after
2. Alabama Power asserts that three months elapsed
between when Guy told his supervisors that he was
deploying to Afghanistan and when he received the
letter terminating him. Guy’s receipt of the letter of
termination is not the right end-point for measuring
temporal proximity.
Temporal proximity is a factor
used to determine the company’s motivation for an
adverse-employment action.
That motivation is best
discerned by when Alabama Power decided to fire Guy
rather than when it informed him of its decision.
Indeed, a company should not be able to avoid the
inference of temporal proximity if it admits to making
a decision about firing an employee and then waits
(continued...)
20
four
years
of
positive
reviews
and
no
reports
of
questionable ethics, Guy was fired within just a few
months of telling his supervisors that he would deploy
based on complaints about his behavior that could have
been brought up a year earlier.
Alabama
Power
contends
that
the
two-month
gap
between when Guy informed his supervisors about his
deployment and when they decided to demote or fire him
is
too
long
a
period
discriminatory motive.
to
be
probative
The court disagrees.
of
a
In the
retaliation context, “cases that accept mere temporal
proximity between an employer's knowledge of protected
activity and an adverse employment action as sufficient
several months to fire him to avoid liability.
See
Blais v. Bridgewell, Inc., 2012 WL 2577566, at *8 (D.
Mass. 2012) (Casper, J.) (holding that company cannot
avoid inference from temporal proximity simply by
waiting
several
months
after
deciding
to
fire
plaintiff).
Regardless, even if the court used the
three-month period, the temporal proximity between
Guy’s deployment and firing--when considered in light
of the other factors--is probative of Alabama Power’s
motive.
21
evidence of causality to establish a prima facie case
uniformly hold that the temporal proximity must be very
close.” Clark Cnty. Sch. Dist. v. Breeden, 532 U.S.
268, 273 (2001) (emphasis added) (internal quotation
marks omitted); see also Hurlbert, 439 F.3d at 1298
(“The
close
temporal
proximity
between
Hurlbert’s
request for leave and his termination--no more than two
weeks
...
is
insufficient
evidence
to
(emphasis added).
of
poor
telling
reviews,
management
of
pretext,
establish
though
probably
by
itself.”)
pretext
Of course, if Guy had had a series
and
of
then
his
was
fired
deployment,
a
month
this
after
temporal
proximity likely would not establish a case by itself.
Guy, however, does not contend that temporal proximity,
by
itself,
shows
causation.
Guy
had
a
series
of
positive-performance and ethics reviews over four years
before he told management about his deployment and then
complaints
began
to
surface.
Additionally,
as
explained below, there are significant inconsistencies
22
between Alabama Power’s proffered reasons for firing
Guy and its other actions.
Alabama Power next argues that temporal proximity
is not probative because neither Sanders nor Hutto knew
that Guy was deploying when they made their reports to
Willis and Grice about his questionable performance and
behavior.
As to Sanders, both Grice and Guy testified
that Sanders knew about Guy’s deployment.
Even though
Sanders denies that she knew and Alabama Power claims
Grice’s testimony was ambiguous, the court takes the
evidence in the light most favorable to the plaintiff
on
summary
judgment.
The
court
thus
assumes
that
Sanders learned of Guy’s deployment in May and then
reported year-old problems to Willis regarding Guy’s
performance about a month and a half after learning of
his
re-deployment.
This
timing
contributes
inference of a discriminatory motive.
to
an
Hutto, on the
other hand, did not know that Guy would be deploying
when he raised his concerns with Willis.
23
While this
indicates
that
Hutto
did
not
have
a
discriminatory
motive, the question becomes how Willis and Grice--who
knew
of
Guy’s
information
in
against Guy.
information
impending
taking
deployment--used
adverse-employment
an
Hutto’s
action
As discussed below, their use of the
also
raises
an
inference
of
a
discriminatory motive in his firing.
ii. Inconsistencies Between Proffered Reasons
and Other Actions of the Employer
Guy next contends that there are inconsistencies
between
Alabama
Power’s
proffered
reasons
for
its
adverse-employment action--performance deficiencies and
inappropriate behavior--and its other actions.
an
employer
can
have
multiple
reasons
Because
for
an
adverse-employment action, the court will address each
provided.
Fed.
App’x
See Landolfi v. City of Melbourne, Fla., 515
832,
835
(11th
Cir.
2013)
(“[W]e
have
concluded that the plaintiff failed to show pretext
where,
although
the
employer
24
offered
differing
explanations for its decision, its reasons were
not
necessarily inconsistent.”).
Alabama Power’s first proffered reason for deciding
to demote Guy was his poor performance.
his
“selling
meeting
people
appliances
Sanders
in
her
and
his
sucks”
poor
department.
It points to
comment
when
relationship
Poor
first
with
performance
the
is
a
legitimate reason to demote someone; however, several
of Alabama Power’s actions, taken in the light most
favorable to Guy, are inconsistent with this reason.
First, Sanders suggests that Guy had been a serious
problem for almost a year, but she did not report any
of his performance issues until after she heard about
his
deployment.
could
not
Indeed,
recover
from
if
his
she
determined
initial
that
comment
he
that
“selling appliances sucks,” a reasonable juror could
wonder why she let him recover for at least 11 months.
Moreover, taken in the light most favorable to Guy, her
response that she was too busy to make a 15-minute
25
phone call rings hollow.
she
had
other
Although it is plausible that
priorities,
a
reasonable
juror
could
conclude that she waited to make the short phone call
until after hearing of Guy’s deployment because she did
not
want
him
in
a
high-level
position
when
he
was
deployed. Second, if Guy’s relationships were so bad
that
Sanders
instructed
the
people
within
her
department not to work with him, it seems illogical
that she never raised it with his supervisors earlier.
Third,
Willis
individual
and
Grice
complaints
never
regarding
asked
Guy
about
his
responsiveness
until after they decided to demote him.
While they did
ask general questions about his relationships in the
mid-July
meeting,
they
did
not
bring
up
specific
complaints.
Finally, Guy received positive-performance
reviews
four
for
years
in
the
same
these problems came to the surface.
positive-performance
potential
problems,
reviews,
raises
26
with
the
position
before
The history of
no
indication
question
of
of
what
happened in the fifth year to change his trajectory so
dramatically.
In
sum,
Guy
has
shown
enough
inconsistencies with the poor-performance rationale to
create a jury question whether it was pretextual.
In
addition
argues
that
actions
and
to
Guy
poor
was
performance,
demoted
comments.
for
his
Specifically,
Alabama
Power
inappropriate
it
notes
his
inappropriate hugging of an executive secretary, his
comments
regarding
appearance,
and
his
his
wife’s
discussion
gynecologist
with
Sanders
and
about
tight-fitting T-shirts for the rowing race.
Similar to
poor
should
performance,
inappropriate
comments
be
taken seriously and are clearly grounds for demotion or
termination.
However,
Grice
and
Willis’s
reaction
to
Guy’s
inappropriate comments suggests this reason may also
have been pretextual.
Grice and Willis heard about the
inappropriate hugging and the gynecologist comment in
June
2012.
In
response,
27
they
held
the
counseling
session, but did not suspend or fire him for sexual
harassment or even begin an investigation into whether
Guy was involved in any other incidents.
Additionally,
although Sanders took Guy’s comments about the T-shirts
as inappropriate, she still did not remove him from
leadership
of
the
rowing
team
and
downplayed
this
comment in her deposition as the reason for demoting or
firing Guy.
When Grice and Willis did decide on an
adverse-employment
action,
they
offered
him
customer-facing positions, where he still would be able
to make inappropriate comments.
Put differently, if
the problem was inappropriate comments, putting him in
front of customers would not solve it.
In response to Guy’s contention that its reasons
were
pretextual,
company
can
have
Alabama
Power
differing
first
reasons
argues
for
that
firing
employee as long as they are not inconsistent.
court agrees as far as it goes.
App’x
at
835.
Poor
an
The
See Landolfi, 515 Fed.
performance
28
a
combined
with
inappropriate comments likely provides a sounder basis
for
demotion
Moreover,
than
that
relationships
Grice
simply
Sanders
between
thought
that
of
blamed
him
a
one
and
these
Guy
other
change
rationales.
for
the
employees
needed
to
be
bad
while
made
regardless of whether Guy was at fault does not mean
they offered inconsistent explanations.
As discussed
above,
are
the
problem
is
not
that
there
multiple
legitimate explanations, but that a reasonable juror
could find both
decision
to
reasons offered for Alabama Power’s
demote
Guy
inconsistent
with
argues
Guy’s
its
other
actions.
Alabama
Power
next
that
claim
of
discrimination amounts to nothing more than an attempt
to drag the court into second guessing a corporation’s
legitimate business judgment on its personnel.
It is
true
as
that
federal
courts
“do
not
sit
a
super-personnel department and it is not [their] role
to second-guess the wisdom of an employer’s business
29
decisions--indeed the wisdom of them is irrelevant--as
long
as
those
discriminatory
decisions
motive.”
were
not
Alvarez
made
v.
with
Royal
a
Atl.
Developers, Inc., 610 F.3d 1253, 1266 (11th Cir. 2010).
But, asserting business judgment is not a free pass
to avoid court scrutiny of discriminatory actions.
is
important
company’s
such
to
differentiate
business
judgment
was
judgment
a
mask
between
and
for
questioning
questioning
discrimination,
appears to have been in this case.3
It
a
whether
as
it
Granted, Alabama
3.
To clarify, the court can provide an example.
Consider a company deciding whether to make pens or
pencils as a business strategy. Plaintiff, who is part
of a protected class and has a history of good
performance reviews, advocates that the company develop
pens,
which
appear
to
be
the
better
business
investment.
Despite
the
economic
indicators,
management tells the plaintiff it is going to make
pencils and fires the plaintiff for his contrary
advice. In a first scenario, the company pursues a
pencil strategy and loses a lot of money.
The
plaintiff then claims discrimination. The court would
reject such a claim because it is not its role (much
less its expertise) to question the business judgment
of management even if it turned out to be wrong. In a
second scenario, the company fires the plaintiff, but
pursues the pen strategy anyways.
At this point, the
(continued...)
30
Power’s
rationales
that
it
fired
Guy
based
on
poor
performance and inappropriate comments are legitimate
reasons
to
demote
someone,
and,
even
if
they
were
irrational, it would not matter for purposes of this
suit.
However, as discussed above, Alabama Power’s
actions are incongruent with the two business reasons
it provided.
Because discrimination is “seldom open or
notorious,” the court considers such incongruence as
circumstantial
evidence
of
a
discriminatory
motive.
Coffman, 411 F.3d at 1238.
iii. Employer’s Previous Hostility Towards
Members of the Military
Guy last contends that Alabama Power has previously
displayed hostility toward him taking military leave.
judgment
to
pursue
the
pen
strategy
becomes
relevant--not because of the wisdom of the strategy
(which was likely the right one), but rather because it
is inconsistent with the reason the company gave for
firing the plaintiff.
As explained above, this case
resembles the latter scenario.
31
Even construed in the light most favorable to him, this
factor is neutral.
Guy emphasizes two incidents to show past hostility
towards
him:
the
email
sent
in
2007
lamenting
that
things just “keep getting better and better” after Guy
notified the company of his first deployment; and the
company’s refusal to give him 90 days after his first
deployment before he had to come back to work.
While
the email seems to express frustration at Guy’s long
deployment, any suggestion of animus is minimized by
Guy’s promotion soon after he returned from Iraq.
As to the 90-day period that Guy requested before
returning
to
work,
USERRA
does
provide
a
person
deployed for more than 180 days with 90 days to submit
an
application
for
reemployment
worked for pre-deployment.
to
the
company
38 U.S.C. § 4312.
he
Drawing
all reasonable inferences in favor of Guy, the court
finds
that
candidates
Willis’s
selected
instruction
that
could
32
to
have
replace
interview
Guy
several
weeks after he returned indicates she was looking to
fill the position before the legally required 90-day
period ended.
This inference is bolstered by Alabama
Power’s refusal to allow Guy to have additional time
before
returning
to
work
to
be
with
his
family.
Nevertheless, the plain-language of the statute states
that a service member has up to 90 days to apply for
reemployment.
It does not state, and Guy cites no
cases to suggest, that a company cannot ask about a
person’s returning
Regardless,
Willis
to work before that period ends.
did
not
fill
the
position
with
someone else; Guy returned to work; and he did not file
a USERRA complaint.
sensitivity
to
This episode suggests a lack of
Guy’s
home
situation
after
his
deployment but does not, on its own, show widespread
animus.
Weighed
against
these
two
incidents
is
Alabama
Power’s support for Guy’s military service in the past.
It hired him, knowing he was in the military, made up
33
the
difference
in
salary
when
he
promoted him after he returned.
was
deployed,
and
Employees also checked
in on his family and collected donations for his son
while he was in Iraq.
Although
these
actions
might
demonstrate
that
Alabama Power is generally committed to employees that
serve in the military, it does not preclude this claim
altogether, as Alabama Power argues.
See Gillie-Harp
v. Cardinal Health, Inc., 249 F. Supp. 2d 1113, 1120
(W.D. Wis. 2003) (Crabb, J.) (“[T]here is a difference
between holding members of the armed services in high
esteem and being eager to accommodate a reservist's
absences from work .... [A company] is more likely to
develop hostility towards an employee's reserve duties
after experiencing the inconvenience that those duties
can cause to the business.”).
As noted above, the two
incidents regarding Guy’s first deployment, the timing
of
Alabama
Power’s
decision
to
demote
him,
and
the
inconsistent explanations for that decision create a
34
genuine dispute about whether Guy’s deployment was a
motivating factor in the decision to demote him.
Additionally,
2012
re-deployment
the
circumstances
are
Guy’s prior deployment.
different
related
from
to
those
Guy’s
around
When Guy deployed to Iraq in
2006-2007, he was a lower-level sales associate, for
which a temporary replacement could be easily found and
trained.
In contrast, before the deployment at issue,
Guy had become a division-sales manager over 11 stores.
Although another manager temporarily was going to cover
Guy’s stores, this would have stretched the manager for
a long period of time.
Taking the evidence in the
light most favorable to Guy, a reasonable juror could
conclude that Alabama Power decided to demote Guy to
avoid the inconvenience of his training and deployment.
B.
Whether the Same Decision Would Have Been Made
Under USERRA’s mixed-motive provision, a defendant
may raise the affirmative defense that it would have
35
fired the plaintiff for “legitimate reasons, standing
alone.”
Coffman, 411 F.3d at 1238-39.
This means
that, “if the defendant had two reasons for taking an
adverse
action
against
the
plaintiff,
one
of
them
forbidden by the statute and the other not, and the
defendant can show that even if the forbidden one had
been absent the adverse action would still have been
taken, the plaintiff loses.”
Madden v. Rolls Royce
Corp., 563 F.3d 636, 638 (7th Cir. 2009).
As discussed above, there is a genuine dispute of
material fact about both of Alabama Power’s rationales
for deciding to demote Guy.
Unlike other mixed-motive
cases where this defense has been applied, the company
did not restructure during deployment and eliminate the
position.
See, e.g., Coffman, 411 F.3d at 1239 (noting
that
company
the
did
not
even
have
the
management
position that plaintiff sought); Baerga-Castro v. Wyeth
Pharm., 2009 WL 2871148, at *11 (D.P.R. 2009) (Gelpi,
J.) (finding that company reorganization would have led
36
to same action against plaintiff regardless of military
status).
Nor, based on his performance reviews, did
Guy
a
have
long
history
of
documented
incompetence
before he gave Alabama Power his deployment dates. See,
e.g., Madden, 563 F.3d at 638 (finding that plaintiff
would
have
obligations
been
fired
because
regardless
his
work
of
had
his
been
military
“dangerously
incompetent”); Marino v. Akal Sec. Inc., 377 Fed. App'x
683, 685 (9th Cir. 2010) (holding that plaintiff would
have
been
fired
court-security
for
officer
drinking
on
regardless
the
of
job
his
as
a
military
status).
Instead, the inconsistencies Guy points out
undercut
the
affirmative
defense.
Because
genuine
disputes of material fact exist as to each proffered
reason, the court cannot conclude that a reasonable
factfinder
would
have
to
find
that
there
is
a
“legitimate reason” that led to Guy’s firing despite
the potential discriminatory motive. See Atteberry v.
Avantair, Inc., 2009 WL 1615519, at *4 (M.D. Fla. 2009)
37
(Kovachevich, J.) (“Since discriminatory motive can be
inferred
from
the
inconsistent
reasons
given
for
Defendant’s hiring decision, the Defendant failed to
meet [its] burden of showing that Plaintiff was denied
reemployment
purpose.”).
for
a
legitimate,
non-discriminatory
As such, the court finds that the question
of whether Guy would have been fired regardless of his
status is a genuine dispute of material fact.
* * *
Based on the factors discussed above, the court
concludes that the evidence, taken in the light most
favorable to Guy, creates a genuine dispute of material
fact
over
whether
his
deployment
was
a
motivating
factor in Alabama Power’s decision to demote or fire
him.
While
it
Power
decided
is
to
certainly
demote
inappropriate
comments
evidence
been
has
and
presented
38
plausible
Guy
poor
to
that
solely
based
performance,
suggest
Alabama
a
on
enough
different
narrative: Guy told the company about his impending
deployment, it decided to demote or fire him to avoid
finding a temporary fill for his position, and it used
complaints
about
his
behavior
and
performance
suddenly surfaced after four years to do so.
that
It will
be up to a jury to determine what actually occurred.
Accordingly,
summary
judgment
it
is
(doc.
ORDERED
no.
47),
that
the
filed
by
motion
for
defendant
Alabama Power Company, is denied.
DONE, this the 14th day of April, 2015.
/s/ Myron H. Thompson___
UNITED STATES DISTRICT JUDGE
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