Brooks v. Blueridge General, Inc.

67 Va. Cir. 274
CourtPortsmouth County Circuit Court
DecidedApril 26, 2005
DocketCase No. (Law) 04-1229
StatusPublished

This text of 67 Va. Cir. 274 (Brooks v. Blueridge General, Inc.) is published on Counsel Stack Legal Research, covering Portsmouth County Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brooks v. Blueridge General, Inc., 67 Va. Cir. 274 (Va. Super. Ct. 2005).

Opinion

BY JUDGE MARK S. DAVIS

This matter is before the Court on defendant’s Workers’ Compensation Plea in Bar. The factual and procedural background of the case, discussion of the issues, and conclusions are set forth below.1

I. Factual and Procedural Background

Plaintiff Donna Lee Brooks alleges in her motion for judgment that, on or about November 21,2000, she was lawfully on property owned by the City ' of Norfolk when she was injured while riding in an elevator. Paras. 2,6,8-11. [275]*275Brooks also alleges that the building housing such elevator “was utilized by the City for its business activities and offices,” and that it “housed several elevators for use by invitees.” Para. 2. Brooks contends that defendant Blueridge General, Inc. (“Blueridge”), “whose principal business activity was the maintenance, inspection, repair, construction, and installation of elevators,” had been retained by the City of Norfolk “to act as the elevator contracting company for the elevators in the building.” Paras. 3, 4.

Blueridge filed a Workers’ Compensation Plea in Bar, conceding that it “was under a contract to provide upgrading of the City of Norfolk elevators and subsequently has been under contract to perform maintenance and repairs as needed for the elevators in question.” Para. 3. Blueridge alleges that Brooks was a city employee at the time of her injury and, because she has received a workers’ compensation award against the City of Norfolk, she is prohibited from suing her employer and is attempting to circumvent this prohibition by suing the City’s contractor, Blueridge. Paras. 4,5. Blueridge goes on to assert that Brooks’ “action in tort is prohibited as it flows from contractual duties owed by Blueridge to the City of Norfolk to assist in performance of the City’s governmental functions.” Blueridge concludes that the “City enjoys aworkers’ compensation bar for any claim by its employees,” and “Blueridge, as plaintiff’s co-worker, should also be shielded by the Workers’ Compensation bar in performance of its contracted duties to the City.” Para. 7.

The plea in bar came before the Court for oral argument on February 25, 2005. At that time the defendant’s counsel represented, without objection from plaintiffs counsel, that plaintiff received her workers’ compensation benefits from the City of Norfolk, not the Norfolk Commonwealth’s Attorney’s Office. Plaintiffs counsel represented, without objection that plaintiff worked for the Victim-Witness Office in the Norfolk Commonwealth’s Attorney’s office, though her job position was funded through a state grant program under which the City of Norfolk applies for and receives funds to pay employees and to provide their benefits and supplies; that the Victim-Witness Office (VWO), which is funded by this grant, operates under guidelines of the Department of Criminal Justice Services (DCJS) and the DCJS is an entity of the Commonwealth of Virginia; that the DCJS administers the VWO pursuant to a statute allowing each city to establish a VWO; and that part of the grant funds were allocated to pay Brooks’ workers’ compensation premium.

Brooks’ affidavit, which was submitted without objection, indicates that Brooks’ office was located in the Norfolk Commonwealth’s Attorney’s office; that she received her direction from the Assistant Director of the VWO, the Director of the VWO, the Commonwealth’s Attorney, and his assistants; that [276]*276Brooks submitted her leave requests to the Commonwealth’s Attorney’s office; that the Commonwealth’s Attorney’s office conducted her performance evaluations and furnished her a vehicle for official travel; that she was terminated by the Norfolk Commonwealth’s Attorney; and that she was not permitted to participate in the City of Norfolk Employee Credit Union.2 Brooks was described by her counsel as a hybrid employee, where the Commonwealth’s Attorney’s office administers the program, funded by the Commonwealth of Virginia through payment to the City of Norfolk, and such program governs the means and manner in which she does her job.

II Discussion

A. Standard

A plea in bar is a defensive pleading that reduces litigation to a single issue, which, if proven, creates a bar to the plaintiffs right of recovery. Cooper Industries v. Melendez, 260 Va. 578, 594, 537 S.E.2d 580, 595 (2000). The party asserting the special plea bears the burden of establishing the defense. Whitley v. Commonwealth, 260 Va. 482, 493, 538 S.E.2d 296, 302 (2000).

B. Contentions of the Parties

In addition to the factual assertions above, plaintiff contends that it is undisputed that the City of Norfolk contracted with Blueridge to install the subject elevator and the elevator had only a temporary certificate at the time of the injury. Plaintiff also contends it is undisputed that the City of Norfolk maintains elevator inspectors on its staff, though it does not maintain elevator installers or mechanics, and it contracts out the maintenance and repair of its elevators to Blueridge. Plaintiff argues that, while Virginia Code § 65.2-307 provides that an injured employee’s remedies shall be limited to those provided under the workers’ compensation act, Virginia Code § 65.2-309 tempers this exclusivity by preserving an injured employee’s right to pursue an independent action against an “other party.” Plaintiff argues further that, in order to be an “other party,” a defendant must have been a stranger to the [277]*277trade, occupation, or business in which the employee was engaged when injured. Therefore, plaintiff argues, the question is whether defendant is engaged in that trade, business, or occupation of the employee.

Plaintiff claims this case is virtually identical to Farish v. Courion Industries, Inc., and Otis Elevator Co., 722 F.2d 74 (4th Cir. 1983), where the court concluded that, despite University employees performing minor elevator repairs, it was not the trade, occupation, or business of the University of Virginia to engage in the installation, repair, or maintenance of elevators and defendant Otis was, therefore, a stranger to the trade, occupation, or business in which the employee was engaged when injured. Plaintiff contends that the City of Norfolk was not engaged in the trade, occupation, or business ofthe installation, repair, or maintenance of elevators, as they did not maintain employees to perform those tasks. Plaintiff says that, since the entire elevator upgrade project was contracted out to Blueridge, and, separately, the repair and maintenance obligations, on an ongoing basis, were also contracted out to Blueridge, if plaintiff had been a Blueridge employee or an employee of a subcontractor hired by Blueridge, then she would not be a stranger to the trade, business, or occupation. Plaintiff contends, however, that is not the case on these facts.

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