Bennie Bailey v. Northern Indiana Public Service Company

910 F.2d 406, 17 Fed. R. Serv. 3d 878, 1990 U.S. App. LEXIS 13693, 54 Empl. Prac. Dec. (CCH) 40,132, 54 Fair Empl. Prac. Cas. (BNA) 791, 1990 WL 113288
CourtCourt of Appeals for the Seventh Circuit
DecidedAugust 9, 1990
Docket88-3228
StatusPublished
Cited by72 cases

This text of 910 F.2d 406 (Bennie Bailey v. Northern Indiana Public Service Company) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bennie Bailey v. Northern Indiana Public Service Company, 910 F.2d 406, 17 Fed. R. Serv. 3d 878, 1990 U.S. App. LEXIS 13693, 54 Empl. Prac. Dec. (CCH) 40,132, 54 Fair Empl. Prac. Cas. (BNA) 791, 1990 WL 113288 (7th Cir. 1990).

Opinion

BAUER, Chief Judge.

Bennie Bailey, a black male, sued his employer, Northern Indiana Public Service Company (“NIPSCO”), for racial discrimination and retaliatory treatment. (He actually sued NIPSCO twice, but more on that later.) In late August/early September, 1988, some of Bailey’s claims were tried to a jury, which found in his favor and awarded him compensatory and punitive damages totalling $35,000. In this appeal, NIPSCO contends that the jury’s general verdict was fatally tainted by several claims which were legally barred and/or insufficiently proved, and that therefore a new trial is required.

This appeal presents us with a tangled knot of issues, many of which have not been discussed by the parties. Bailey, like most federal employment discrimination plaintiffs (at least before mid-1989), brought his claims under both Title VII of the Civil Rights Act of 1964 (“Title VII”), 42 U.S.C. § 2000e et seq.; and 42 U.S.C. § 1981 (“§ 1981”). In June, 1989, the Supreme Court substantially limited the latter cause of action in Patterson v. McLean Credit Union, — U.S. -, 109 S.Ct. 2363, 105 L.Ed.2d 132 (1989), a decision which we, like all the other federal appellate courts to address the issue, have decided to apply retroactively to cases (such as this one) that had not become final before Patterson was decided. See McKnight v. General Motors Corp., 908 F.2d 104, 110-111 (7th Cir.1990), and the cases cited there. See also Sims v. Mulcahy, 902 F.2d 524, 537 (7th Cir.1990); Brooms v. Regal Tube Co., 881 F.2d 412, 424 (7th Cir.1989). Patterson’s, effect on most of Bailey’s claims, plus the additional complicating fact that Bailey brought two separate suits against NIPSCO that were (partially) consolidated for the jury trial at issue, form the knot of this case. Our best efforts at untangling it convince us that the judgment entered on the verdict must be vacated, the verdict set aside, and the cause remanded to the district court for further proceedings, which could include a new trial.

I.

The background most relevant to our disposition of this case is its procedural, rather than factual, history. We will therefore focus on the former.

Bennie Bailey began working for NIP-SCO in 1971, and has worked for it continuously ever since. During the years relevant to this case, Bailey worked at NIP-SCO’s Dean H. Mitchell Generating Station in Gary, Indiana. Bailey’s first job at the Mitchell Station was as an apprentice electrician in the electric shop. In 1981 and 1982, when the acts of which Bailey complains began, he was a “high-step” apprentice. (NIPSCO employs an eleven-step apprenticeship program for its electricians, after which one advances to “journeyman” electrician. In 1981-82, Bailey progressed from step seven to step eleven.) Generally, high-step apprentices were supposed to assist the journeymen electricians with the more skilled tasks around the shop, while the lower-step apprentices “paid their dues” by taking care of the more menial tasks.

According to Bailey’s contentions, this normal distribution of tasks was skewed at the Mitchell Station because of race. Bailey claims that, in February, 1982, he was several times assigned particularly nasty tasks around the Station (called “nigger’s work” by his supervisor), while white high-step apprentices were not given such tasks. He also claims that, throughout this time period (1981-82), he was subjected to “con *408 tinuous harassment” by NIPSCO management for racial reasons. Specifically, he claims that he was treated differently than other (non-minority) electricians with similar attendance records with regard to the imposition of discipline, the allowance of sick leave benefits and the like.

Bailey first made these claims to the Equal Employment Opportunity Commission (EEOC) in a charge he filed in December, 1982, alleging Title VII violations. About a year later, the EEOC issued Bailey a notice of right to sue, which invitation he accepted in December, 1983. In this first suit (“Suit 1”), Bailey repeated his claims concerning discriminatory work assignments and harassment, and added a claim that his supervisors retaliated against him for filing the EEOC charge by heightening these practices and “bird-dogging” him (following him around the shop and watching him more closely than other employees). These Suit 1 claims were brought under both Title VII and § 1981.

Suit 1 was assigned to Judge James Moody of the Northern District of Indiana. In December, 1986, Judge Moody bifurcated the Title VII and § 1981 issues, and held a bench trial that same month on Bailey’s claims under Title VII. After that one-day bench trial, Judge Moody filed an opinion finding that NIPSCO management intentionally assigned Bailey to particularly distasteful tasks at the Mitchell Station because of his race and as a retaliatory measure for Bailey's filing of EEOC charges. (Judge Moody found the evidence insufficient as to Bailey’s other harassment claims.) Judge Moody ordered NIPSCO to stop discriminating on the basis of race in assigning jobs at Bailey’s shop and to stop subjecting employees to harassment or differential treatment in retaliation for their opposition to discrimination. Judge Moody also ordered NIPSCO to establish and present to the court a “corrective action plan” to remedy its discriminatory job assignments, and awarded Bailey costs and attorneys fees. Entry of final judgment, however, was withheld pending jury trial on Bailey’s § 1981 claims.

The discrimination and retaliation of which Bailey complains is not confined to Suit 1, however. To set the stage for Bailey’s additional claims, we must rejoin the story of Bailey’s advancement at the Mitchell Station. In September, 1982, Bailey became a journeyman electrician. In July, 1983, Bailey began training for the higher-paying “operator” positions in the production department at the Mitchell Station. Over the succeeding year and a half, Bailey progressed through the various steps of operator training, eventually passing all the requirements for “ash and auxiliary operator.” Bailey then began training to be a "relief operator” in the control room.

Potential control room operators must successfully complete on-the-job training in the control room, as well as a week-long simulator course held in Michigan City, Indiana. Bailey took the simulator course the week of October 8-12, 1984. As was customary, a practical test was administered to him on the fifth day of the course, during which he was asked to resolve problems inserted into the simulator by the instructor. Bailey had great difficulty with the test, at one point completely “tripping” the simulator unit off line. His final score on the test was 65%, a failing score that removed him from consideration for an operator position in the control room.

In May, 1985, Bailey filed a second EEOC charge arising out of these events.

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910 F.2d 406, 17 Fed. R. Serv. 3d 878, 1990 U.S. App. LEXIS 13693, 54 Empl. Prac. Dec. (CCH) 40,132, 54 Fair Empl. Prac. Cas. (BNA) 791, 1990 WL 113288, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bennie-bailey-v-northern-indiana-public-service-company-ca7-1990.