Zagata v. Omaha Public Power District
Filing
27
MEMORANDUM AND ORDER - The Motion for Summary Judgment, ECF No. 20 , filed by Defendant Omaha Public Power District, is granted. This action is dismissed, with prejudice. A separate judgment will be entered. Ordered by Chief Judge Laurie Smith Camp. (LKO)
IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF NEBRASKA
JOSEPH ZAGATA, an indvidual;
Plaintiff,
8:16CV547
vs.
OMAHA PUBLIC POWER DISTRICT, a
political subdivision of the State of
Nebraska;
MEMORANDUM
AND ORDER
Defendant.
This matter is before the Court on the Motion for Summary Judgment, ECF No.
20, filed by Defendant Omaha Public Power District (OPPD). For the reasons stated
below, the Motion will be granted.
BACKGROUND
The following facts are those stated in the Parties’ briefs, supported by pinpoint
citations to evidence in the record, in compliance with NECivR 56.11 and Federal Rule
of Civil Procedure 56.
Plaintiff Joseph Zagata, a 61-year-old man of Polish national origin, was
employed as a reliability engineer at OPPD’s nuclear power plant in Fort Calhoun,
Nebraska, where he was responsible for a Maintenance Rule Program (MRP). The
MRP was a program required by federal law and designed to ensure nuclear facilities
1
See NECivR 56.1(b)(1):
The party opposing a summary judgment motion should include in its brief a concise
response to the moving party’s statement of material facts. The response should address
each numbered paragraph in the movant’s statement and, in the case of any
disagreement, contain pinpoint references to affidavits, pleadings, discovery responses,
deposition testimony (by page and line), or other materials upon which the opposing party
relies. Properly referenced material facts in the movant’s statement are considered
admitted unless controverted in the opposing party’s response.
comply with federal law, including regulations of the United States Nuclear Regulatory
Commission (the Commission). In 2011, the Fort Calhoun facility was shut down by the
Commission, and OPPD transferred Zagata and assigned him different job
responsibilities. OPPD also hired an independent contractor, Exelon, to manage the
Fort Calhoun facility.
In the Fall of 2013, OPPD transferred Zagata back to the MRP and Joe McManis
became his immediate supervisor. By the Spring of 2014, Exelon had overhauled many
of the procedures under the MRP. Under the new program, Zagata was charged with
creating a database for the Fort Calhoun facility’s documents designed to provide
information and guidance on certain pieces of equipment. OPPD believed Zagata was
not making sufficient progress on the database and hired an outside consultant, John
Van Pelt, to assist. Zagata contends he was making some progress, but that he was
not receiving enough help and that OPPD unreasonably expected him to implement the
database “overnight.” Zagata Depo., ECF No. 22-2, Page ID 106.
OPPD also asked Zagata to train other OPPD employees on the new MRP, lead
expert technical panel meetings, and ensure that the systems engineers were properly
evaluating equipment performance. However, Van Pelt ultimately assumed each of
these responsibilities. OPPD contends Zagata disregarded his training and oversight
responsibilities, and was not effective at leading the expert technical panel meetings.
Zagata claims Van Pelt usurped his responsibilities over his objection. When the Fort
Calhoun facility submitted its 2014 Maintenance Rule Health Report, the Commission
assigned the facility its lowest rating. By 2015, the facility’s Commission of the facility
2
rating improved, but the degree to which the rating improved is disputed.
Zagata
contends he contributed to the improvement.
Zagata’s 2014 mid-year review and his 2014 annual review stated his job
performance was below expectations; and in December of 2014, his supervisor,
McManis, placed him on a performance improvement plan (PIP). McManis instructed
Zagata to take more leadership over the MRP, to improve the Commission’s rating of
the facility, and stop relying on Van Pelt to perform his responsibilities. Other OPPD
reliability engineers also were placed on PIPs. Without providing first names, Zagata’s
statement of facts identified them as Boston and Swierczyk.
Again, in 2015, Zagata’s mid-year review stated his job performance was below
expectations and McManis concluded that Zagata’s performance had not improved
under the PIP. Accordingly, McManis decided to terminate Zagata’s employment in
August 2015. A former Exelon employee identified as Haraj assumed Zagata’s MRP
responsibilities. Zagata complained that McManis did not meet with him during the PIP,
that his PIP lasted several months longer than either Boston’s or Swierczyk’s, and that
his performance had improved. Neither Boston nor Swierczyk was terminated, because
OPPD believed their performance had sufficiently improved. Zagata also complained
that he was placed at a disadvantage because the MRP was not managed for ten
months during the 2011 shut down, which created a backlog of work for him to
complete.
It is undisputed that neither McManis nor any other supervisors made
comments about Zagata’s age or national origin.
On December 15, 2016, Zagata filed his Complaint, ECF No. 1, and asserted a
claim for age discrimination under the Age Discrimination in Employment Act (ADEA),
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29 U.S.C. § 623(a)(1), and the Nebraska Age Discrimination in Employment Act
(NADEA), Neb. Rev. Stat. § 48-1004. He also asserted a claim for discrimination on the
basis of his national origin—Poland—under Title VII of the Civil Rights Act, 42 U.S.C. §
2000e-2(a), and the Nebraska Fair Employment Practices Act, Neb. Rev. Stat. § 481104(1). OPPD’s Motion for Summary Judgment asks the Court to dismiss each of
Zagata’s claims.
STANDARD OF REVIEW
“Summary judgment is appropriate when the evidence, viewed in the light most
favorable to the nonmoving party, presents no genuine issue of material fact and the
moving party is entitled to judgment as a matter of law.” Garrison v. ConAgra Foods
Packaged Foods, LLC, 833 F.3d 881, 884 (8th Cir. 2016) (citing Fed. R. Civ. P. 56(c)).
“Summary judgment is not disfavored and is designed for every action.” Briscoe v. Cty.
of St. Louis, 690 F.3d 1004, 1011 n.2 (8th Cir. 2012) (quoting Torgerson v. City of
Rochester, 643 F.3d 1031, 1043 (8th Cir. 2011) (en banc)). In reviewing a motion for
summary judgment, the Court will view “the record in the light most favorable to the
nonmoving party . . . drawing all reasonable inferences in that party’s favor.” Whitney v.
Guys, Inc., 826 F.3d 1074, 1076 (8th Cir. 2016) (citing Hitt v. Harsco Corp., 356 F.3d
920, 923–24 (8th Cir. 2004)). Where the nonmoving party will bear the burden of proof
at trial on a dispositive issue, “Rule 56(e) permits a proper summary judgment motion to
be opposed by any of the kinds of evidentiary materials listed in Rule 56(c), except the
mere pleadings themselves.” Se. Mo. Hosp. v. C.R. Bard, Inc., 642 F.3d 608, 618 (8th
Cir. 2011) (quoting Celotex Corp. v. Catrett, 477 U.S. 317, 324 (1986)). The moving
party need not produce evidence showing “the absence of a genuine issue of material
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fact.” Johnson v. Wheeling Mach. Prods., 779 F.3d 514, 517 (8th Cir. 2015) (quoting
Celotex, 477 U.S. at 325). Instead, “the burden on the moving party may be discharged
by ‘showing’ . . . that there is an absence of evidence to support the nonmoving party’s
case.” St. Jude Med., Inc. v. Lifecare Int’l, Inc., 250 F.3d 587, 596 (8th Cir. 2001)
(quoting Celotex, 477 U.S. at 325).
In response to the moving party’s showing, the nonmoving party’s burden is to
produce “specific facts sufficient to raise a genuine issue for trial.” Haggenmiller v. ABM
Parking Servs., Inc., 837 F.3d 879, 884 (8th Cir. 2016) (quoting Gibson v. Am.
Greetings Corp., 670 F.3d 844, 853 (8th Cir. 2012)). The nonmoving party “must do
more than simply show that there is some metaphysical doubt as to the material facts,
and must come forward with specific facts showing that there is a genuine issue for
trial.” Wagner v. Gallup, Inc., 788 F.3d 877, 882 (8th Cir. 2015) (quoting Torgerson, 643
F.3d at 1042). “[T]here must be more than the mere existence of some alleged factual
dispute” between the parties in order to overcome summary judgment.
Dick v.
Dickinson State Univ., 826 F.3d 1054, 1061 (8th Cir. 2016) (quoting Vacca v. Viacom
Broad. of Mo., Inc., 875 F.2d 1337, 1339 (8th Cir. 1989)).
In other words, in deciding “a motion for summary judgment, facts must be
viewed in the light most favorable to the nonmoving party only if there is a genuine
dispute as to those facts.” Wagner, 788 F.3d at 882 (quoting Torgerson, 643 F.3d at
1042). Otherwise, where the Court finds that “the record taken as a whole could not
lead a rational trier of fact to find for the non-moving party,” there is no “genuine issue of
material fact” for trial and summary judgment is appropriate. Whitney, 826 F.3d at 1076
(quoting Grage v. N. States Power Co.-Minn., 813 F.3d 1051, 1052 (8th Cir. 2015)).
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DISCUSSION
Age Discrimination Under the ADEA
Zagata’s claim for age discrimination under the ADEA and the NADEA2 will be
dismissed because he has presented no direct evidence of age discrimination and he
has failed to discharge his burden under the McDonnell Douglas3 framework.
“The ADEA makes it ‘unlawful for an employer to . . . discriminate against any
individual with respect to his compensation, terms, conditions, or privileges of
employment, because of such individual’s age.’” Onyiah v. St. Cloud State Univ., 684
F.3d 711, 719 (8th Cir. 2012) (quoting 29 U.S.C. § 623(a)(1)). “A plaintiff may establish
her claim of intentional age discrimination through either direct evidence or indirect
evidence.” Tusing v. Des Moines Indep. Cmty. Sch. Dist., 639 F.3d 507, 515 (8th Cir.
2011) (quoting King v. United States, 553 F.3d 1156, 1160 (8th Cir. 2009)). Zagata
does not argue there is any direct evidence of age discrimination.
“Where the plaintiff presents indirect evidence of discrimination, the court
analyzes [the plaintiff’s] claim under the burden-shifting framework set forth in
McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973).” Id. Under the McDonnell
Douglas framework, a plaintiff must first establish a prima facie case with respect to his
or her claim. Bunch v. Univ. of Ark. Bd. of Trs., 863 F.3d 1062, 1068 (8th Cir. 2017)
(quoting Moody v. Vozel, 771 F.3d 1093, 1096 (8th Cir. 2014)). “If the plaintiff satisfies
the prima facie case, the burden shifts to the employer to provide a ‘legitimate, non-
2
“Nebraska’s age discrimination law is interpreted in conformity with the ADEA.” Schultz v.
Windstream Commc’ns, Inc., 600 F.3d 948, 953 n.2 (8th Cir. 2010).
3
411 U.S. 792 (1973).
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discriminatory justification for its adverse employment action.’” Id. “If the employer
meets this burden, the plaintiff must ‘prove the employer’s justification is a mere pretext
for discrimination.’” Id.
“A prima facie age-discrimination claim under the ADEA requires that the plaintiff
show (1) she ‘was at least 40 years old; (2) was qualified to perform her job; (3) was
terminated; and (4) was replaced by another person sufficiently younger to permit the
inference of age discrimination.’” Olsen v. Capital Region Med. Ctr., 713 F.3d 1149,
1155 (8th Cir. 2013); see also Hilde v. City of Eveleth, 777 F.3d 998, 1004 (8th Cir.
However, if “the plaintiff’s responsibilities were not reassigned to a specific
2015).
individual, . . . [the plaintiff] must satisfy the fourth element of the prima facie case by
showing ‘age was a factor in the employer’s decision to terminate.’” Hitt v. Harsco
Corp., 356 F.3d 920, 924 (8th Cir. 2004) (quoting Yates v. Rexton, Inc., 267 F.3d 793,
799 (8th Cir. 2001)).4
It is undisputed that “a former Exelon employee named Haraj took over
responsibility for the [MRP] following [Zagata’s] termination.” Pl.’s Br. Mot. Summ. J.,
ECF No. 25, Page ID 227. Accordingly, Zagata’s responsibilities were reassigned to a
specific individual and, therefore, he must establish a prima facie case by showing that
4
In Yates, the Eighth Circuit explained that
Ordinarily, replacement by a younger worker is sufficient to establish a prima facie case.
However, in recognition that duties have to be redistributed within the employer’s
remaining workforce after a reduction-in-force, redistribution to a younger person is not
circumstantial evidence of discrimination. Instead, in meeting [their] burden under the
fourth factor, [plaintiffs] must come forward with some additional evidence that age
played a role in [their] termination.”
267 F.3d at 799.
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his replacement was someone sufficiently younger to permit an inference of
discrimination. See Hitt, 356 F.3d at 924; see also Yates, 267 F.3d at 799.
At his deposition, Zagata testified his replacement was “about [his] age.” Zagata
Depo., ECF No. 22-2, Page ID 135. Now, Zagata argues he actually “did not know [his
replacement’s] age[ ]” Pl.’s Br. Mot. Summ. J., ECF No. 25, Page ID 227, and there is
no other evidence in the record that provides his replacement’s age. Thus, not only has
Zagata failed to provide any evidence that he was “replaced by another person
sufficiently younger to permit the inference of age discrimination,” but his own testimony
suggests he was not. Olsen, 713 F.3d at 1155. Accordingly, Zagata has not met his
burden under the McDonnell Douglas framework of establishing a prima facie case of
age discrimination under the ADEA or the NADEA. This claim will be dismissed.
Discrimination on the Basis of National Origin Under Title VII
Similarly, Zagata’s claim for discrimination on the basis of national origin under
Title VII and the NFEPA5 will be dismissed because he has failed to present any direct
evidence of discrimination on the basis of his national origin and he has failed to satisfy
the McDonnell Douglas burden-shifting framework.
Under Title VII, it is “an unlawful employment practice 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 . . . national origin.” 42 U.S.C. § 2000e-2(a). Absent direct evidence of
5
“Both the Nebraska Supreme Court and [the Eighth Circuit] have stated that NFEPA is
patterned after Title VII, and, therefore, it is appropriate to consider federal court decisions construing the
federal legislation when considering questions under the NFEPA.” Al-Zubaidy v. TEK Indus., Inc., 406
F.3d 1030, 1039 (8th Cir. 2005) (internal quotations omitted).
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discrimination, a plaintiff must satisfy the McDonnell Douglas burden-shifting framework
by first establishing a prima facie case of discrimination. Guimaraes v. SuperValu, Inc.,
674 F.3d 962, 973 (8th Cir. 2012). Zagata does not argue there is any direct evidence
of discrimination based on his national origin.
To establish a prima facie case, Zagata must show he “(1) is a member of a
protected group; (2) was meeting the legitimate expectations of the employer; (3)
suffered an adverse employment action; and (4) suffered under circumstances
permitting an inference of discrimination.” Bunch v. Univ. of Ark. Bd. of Trs., 863 F.3d
1062, 1068 (8th Cir. 2017) (quoting Moody v. Vozel, 771 F.3d 1093, 1096 (8th Cir.
2014)).
OPPD argues Zagata has not shown that he was meeting its legitimate
expectations or that the circumstances of his termination permit the inference of
discrimination. Zagata presented no argument opposing summary judgment on his Title
VII discrimination claim. See Pl.’s Br. Mot. Summ. J., ECF No. 25, Page ID 229-33.
Instead, his opposition brief only provided statements of fact in response to OPPD’s
statements of fact pursuant to NECivR. 56.1(b), which asserted that Zagata believed his
non-Polish co-workers regularly received more deadline extensions than he did and that
unidentified coworkers made Polish jokes. See Pl.’s Br. Mot. Summ. J., ECF No. 25,
Page ID 227-29.
However, the only person Zagata identified as receiving more
deadline extensions than he had received was also Polish, Zagata Depo., ECF No. 222, Page ID 127, and Zagata testified that his supervisor, McManis, never made any
Polish jokes or comments, id. at 126. Zagata also stated he was treated differently than
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Boston and Swierczyk when each was put on a PIP. Swierczyk is Polish and Boston’s
national origin is unknown.
Based on these statements of fact and the lack of any legal argument in support
of his Title VII discrimination claim, Zagata has failed to show that he was meeting
OPPD’s legitimate expectations or that the circumstances of his termination permit an
inference of discrimination. Accordingly, his claim for discrimination on the basis of
national origin under Title VII and the NFEPA will be dismissed because he has failed to
establish a prima facie case.
IT IS ORDERED:
1.
The Motion for Summary Judgment, ECF No. 20, filed by Defendant
Omaha Public Power District, is granted;
2.
This action is dismissed, with prejudice; and
3.
A separate judgment will be entered.
Dated this 5th day of March, 2018.
BY THE COURT:
s/Laurie Smith Camp
Chief United States District Judge
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