Bernal v. The Boeing Company

District Court, W.D. Washington·Decided August 8, 2023·No. 2:22-cv-00533·Unknown

Opinion

UNITED STATES DISTRICT COURT WESTERN DISTRICT OF WASHINGTON PAUL BERNAL, CASE NO. 2:22-cv-00533-TL Plaintiff, ORDER ON MOTION FOR v. SUMMARY JUDGMENT THE BOEING COMPANY, Defendant.

This is an action for damages under the Washington Law Against Discrimination (“WLAD”), RCW 49.60 et seq., for alleged retaliation. This matter is before the Court on Defendant the Boeing Company’s Motion for Summary Judgment (Dkt. No. 30). Having considered Plaintiff Paul Bernal’s response (Dkt. No. 39), Defendant’s reply (Dkt. No. 40), and the relevant record, the Court DENIES the motion. The following facts are undisputed unless otherwise noted. A. Plaintiff’s Prior Work History Plaintiff was hired by Defendant in 1989 and worked for Defendant through the events of this case. Dkt. No. 37 ¶ 2 (Plaintiff declaration). He received positive performance reviews, pay raises, and bonuses. Id. He was also promoted, including in 2011 when he entered an “M Level”

manager position in Defendant Boeing’s Intellectual Property Licensing Company (“BIPLC”).1 Id. In 2013, Rick Svoboda became the director of BIPLC, and Plaintiff reported to him. Id. ¶ 3. That same year, at Svoboda’s invitation, Plaintiff was tasked with developing and managing the new Global Patent & Technology (“GP&T”) team. Id. In 2014, Svoboda hired Linda Beltz to be the “M Level” manager of BIPLC’s Commercial Aviation Licensing (“CAL”) team. Id. ¶ 4. Plaintiff heard through coworkers that Beltz had a reputation for creating a hostile work environment for BIPLC’s older workers. Id. This reputation spread to a first-level manager who appeared to emulate Beltz’s behavior. Id. ¶¶ 5–6. Plaintiff learned that multiple internal complaints had been filed about Beltz and the new manager, and he discussed the complaints with Svoboda. Id. ¶¶ 8, 10; id., Ex. 1 (email from ex-

employee to Svoboda). In April 2018, Svoboda suggested that Plaintiff lead the CAL team instead of Beltz, which Plaintiff agreed to do. Id. ¶ 11; see Dkt. No. 38 at 9 (email from Svoboda to his boss Peter Hoffman). That change never happened. B. Plaintiff’s Reassignment 1. June 2018–July 2018 In June, Svoboda instead asked Plaintiff to lead an IP enforcement team within BIPLC. Dkt. No. 37 ¶ 12. Plaintiff shared his reservations with Svoboda and told him that he was not excited about leading the team. Id.; Dkt. No. 31 at 38 (68:3–6) (Plaintiff deposition) (“I said, I’m 1 Defendant also refers to BIPLC as its “Intellectual Property group.” Dkt. No. 30 at 1 (emphasis added). Neither Party argues that the status of BIPLC is relevant to Defendant’s alleged liability. not really that excited about it. It’s not my area of expertise. I would prefer to continue leading GP&T . . . .”); id. at 39 (69:2–3) (“I said not that interested. Not my desires, passions.”). Plaintiff told Svoboda that he would “think about it and come back to you.” Id. (69:4). In early July, the two men spoke again about the proposed IP enforcement role. Id. (69:7–

9). Plaintiff said, “I’ve given it some thought. I’ll take it, I’ll do it.” Id. (69:17–18). Svoboda said that he needed “120 percent” and “somebody dedicated.” Id. (69:20–21). Plaintiff responded that he would give “100 percent” and “knock it out of the park.” Id. (69:22–23). Plaintiff does not recall how the meeting ended, nor does Defendant provide evidence as to how it ended. See id. at 39–40 (69:25–70:24). But following the meeting, Plaintiff began to lead the IP enforcement team and updated Svoboda on his work. Dkt. No. 37 ¶¶ 15, 18; see also Dkt. No. 32 ¶ 7 (“[Plaintiff] was a sort of transitionary placeholder developing a workshop while I evaluated next steps.”). On July 19, Svoboda told Plaintiff during a meeting that Plaintiff’s team would be required to work closely with Beltz. Dkt. No. 31 at 51 (90:23–25). Plaintiff told Svoboda that he “will be going to HR [Human Resources]” if Beltz targeted him or his older team members for

harassment. Id. at 52 (91:7–10). Svoboda “raised his voice,” stating, “[Y]ou can’t do that. . . . I’m coaching her, I’m mentoring her, I’m working with her. You cannot go to HR. You bring all complaints to me.” Id. (91:11–15). Plaintiff stated, “I will be going to HR and informing you after the fact.” Id. (91:16–17). At that point, the meeting ended. Id. (91:18–20). Whereas Plaintiff and Svoboda would typically see each other once a day and Svoboda would “regularly” stop by Plaintiff’s office, “[t]his stopped immediately after July 19.” Dkt. No. 37 ¶ 17. Svoboda only interacted with Plaintiff “when required” and took a “weird route” to avoid passing Plaintiff’s office on the way to get coffee. Id. In “late July,” Svoboda ultimately selected a different person, Angela Smith, to permanently lead the IP enforcement team. Dkt. No. 32 ¶ 7.

2. August 2018–December 2018 On August 2, Svoboda called Plaintiff. Dkt. No. 31 at 41 (79:7–9); Dkt. No. 32 ¶ 8. Svoboda stated that Plaintiff “was no longer going to be the enforcement manager,” as Svoboda “did not want a disgruntled employee leading the team.” Dkt. No. 31 at 41 (79:14–17). He stated

that “this decision has been made.” Id. at 42 (80:2). He told Plaintiff that he had 90 days to develop future options for GP&T and “find another job outside of intellectual property, or you will be demoted out of management.” Id. (80:4–9); Dkt. No. 32 ¶ 8 (“I specifically informed [Plaintiff] that . . . [Plaintiff] needed to find another Boeing Manager role or else be reassigned.”). In August and September, Plaintiff heard about “several more complaints” that were to be filed against Beltz. Dkt. No. 37 ¶ 20. Also, at the end of September, Plaintiff’s replacement, Smith, left her role. Id. ¶ 21. When Plaintiff asked to fill the position, Svoboda told him his “style” of management was not wanted. Id. He also stated that Plaintiff could apply “and, we’ll just see how that goes.” Id. Plaintiff continued in his role, and he looked for new positions at Defendant without success. Id.

In December, Plaintiff received his 2018 performance review from Svoboda. Dkt. No. 31 at 47 (86:18–25); see Dkt. No. 38 at 11–17 (review). The meeting was cordial, but the two men “had some disagreements on the scores,” as they had with prior reviews. Dkt. No. 31 at 49 (88:10–13); see id. at 49–50 (88:18–89:19); Dkt. No. 32 at 11–44 (prior reviews). Plaintiff provided a written rebuttal to the review, setting out his July remarks to Svoboda about going to HR. See Dkt. No. 31 at 51 (90:3–11); Dkt. No. 38 (Boyle declaration) at 15–16 (written rebuttal). At the end of 2018, Plaintiff was still in his GP&T management role, despite Svoboda’s 90-day deadline. Dkt. No. 31 at 45 (84:16–18). Plaintiff thus had more time to find a new management position, although Svoboda did not state that he was giving more time. See Dkt.

No. 31 at 46–47 (85:20–86:2). 3. January 2019–March 2019 On January 7, Svoboda emailed Hoffman. Dkt. No. 38 at 22 (email from Svoboda to Hoffman). He told Hoffman that Plaintiff “still hasn’t found a position outside IPM” and, notably, that “HR is recommending we don’t re-classify him as a Level 5,” a demotion, “at least

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