Clay v. Interstate National Corp.

900 F. Supp. 981, 1995 U.S. Dist. LEXIS 13685, 1995 WL 559977
District Court, N.D. Illinois·Decided September 15, 1995·No. 94 C 4361·Published·Cited by 4 cases

Opinion

MEMORANDUM OPINION AND ORDER

CASTILLO, District Judge.

Plaintiff Gregory A. Clay (“Clay”) sues defendant Interstate National Corporation (“Interstate”) for race discrimination and retaliatory discharge under Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000e et seq. Clay alleges that Interstate discriminated against him' by giving him an unfavorable performance appraisal in September 1989, placing him on probation in February 1990, and terminating his *984 employment in August 1990 on the basis of race. Clay also claims that Interstate violated Title VII by discharging him in retaliation for filing charges of discrimination with the State of Illinois Department of Human Rights (IDHR). Interstate’s motion for summary judgment is presently before the Court. For the reasons set forth below, the motion is granted.

BACKGROUND

The following undisputed facts are gleaned from the parties’ respective Local General Rule 12 statements of material facts and accompanying exhibits. 1

Clay’s Performance at Interstate

Clay began his employment with Interstate on August 31, 1987, as a Cash and Investment Supervisor in Interstate’s accounting department. Def.’s Facts ¶ 6. In this capacity, Clay’s duties included cash management, wire transfers, vouchering transactions and compilation of investment asset data on a monthly basis for submission to upper management. Id. ¶ 7. His initial supervisor was Bonnie Young, a black woman. Young left Interstate in March 1988 and was replaced by Linda Trandel, who is white. Id. ¶¶ 8-10. Young never gave Clay a performance evaluation; however, Clay’s recollection was that Young never informed him of having any concerns regarding deficiencies in Clay’s performance. Pl.’s Add’l Facts ¶ 5.

On August 24, 1988, after supervising Clay for approximately five months, Clay was given an annual performance appraisal by Tran-del. Trandel gave Clay an overall rating of 3.3 (on a scale ranging from 1 (lowest) to 5 (highest)), which was defined as follows: “Results achieved consistently meet requirements and objectives in most areas.” Def.’s Facts ¶ 11; Def.’s Facts, Ex. 2, Performance Evaluation. Trandel also recommended a 6% merit salary increase for Clay. Id. Two “development needs” specifically targeted on the evaluation were Clay’s need to develop his supervisory skills and his need to improve his working knowledge of the SMS computer system. 2 Def.’s Facts, Ex. 2. In the “employee response section,” Clay rated his degree of agreement with the evaluation at 8 on a scale of 1 (completely disagree) to 10 (completely agree). Id.

Clay’s shortcomings with respect to the SMS system would become a recurring issue during the period between the August 1988 appraisal and Clay’s next performance appraisal in September 1989. Trandel attested that in the fall of 1988, she noticed that Clay’s work was sometimes late and inaccurate; so, she assigned a subordinate, Rochelle White, to work under him. Trandel Aff. ¶ 5. On February 24, 1989, Trandel met with Clay and reiterated that he needed to learn data input procedures on the SMS system (as she had previously instructed him) and needed to identify and correct SMS sys *985 tem problems. Def.’s Facts ¶ 14. Trandel also told Clay that he should better supervise his subordinate, Rochelle White, and should delegate work to another subordinate, Lupe Jaramillo, so that he could better manage his time. Id. See also Def.’s Ex. 3. On June 26, 1989, Interstate’s Vice President and Controller, Mike Sullivan, and Trandel met with Clay and White. Clay’s continuing failure to learn SMS input procedure and rectify SMS system problems was again discussed. Def.’s Facts ¶ 15. 3 At this meeting, Trandel directed Clay to arrange training sessions to learn SMS input procedures by no later than July 5, so that he could input when White, who normally did the inputting, was on vacation. Id. at ¶ 16. However, Clay failed to meet this deadline. On July 10, 1989, in a meeting with Trandel, Clay explained that he had been unable to learn input on the system because he had other projects from Mike Sullivan and could not concentrate on learning SMS. Pl.’s Facts ¶ 18. When Trandel instructed Clay that he should work overtime in order to complete his work on SMS, Clay stated that he did not feel that he should have to put in extra time. Def.’s Facts ¶ 18.

Clay’s performance was deficient in other aspects in addition to his SMS failures. On June 30, 1989, John Fleming, Interstate’s Manager of Systems Development, gave Sullivan a memorandum regarding an error in a corporate financial report. Although the error cited was caused by misprogramming, Clay was responsible for the correct numbers and the error recurred for four days without Clay giving notice to the Management Information Services department to correct the error. Def.’s Facts ¶ 17; Trandel Aff. ¶ 12; Def.’s Ex. 6. On July 20, 1989, Trandel met with Clay to discuss an incident in which Clay disregarded a directive by removing cash from a bank account after he was told to leave it in the account to cover certified checks. Def.’s Facts ¶ 19; Def.’s Ex. 7. 4

Sometime around September 13, 1989, Clay was given another performance appraisal by Trandel. This time Trandel gave Clay a rating of 2 (“Needs Improvement”), which is defined as “Performance is only marginally acceptable; it frequently falls below normally expected standards of performance. Must show significant improvement.” Def.’s Facts ¶20; Def.’s Ex. 12. The appraisal outlined several performance deficiencies. For example, although Clay had learned SMS input procedures, he had still failed to document and resolve SMS system problems. Def.’s Ex. 12. Also, Clay had failed to learn about accounts receivable clearing reconciliations in order to review his subordinates’ work. Id. 5

The September 1989 appraisal directed Clay to complete the reconciliations by November 1. However, in spite of several reminders of this duty, Clay had still not started work on this assignment in early November. As a result, Trandel was required to work 16 hours on a weekend to complete Clay’s work. Def.’s Facts ¶ 24; Trandel Aff. ¶27. Subsequent to this event, Trandel again specifically instructed Clay to familiarize himself with the reconciliation process by a memo dated November 16. Def.’s Facts ¶ 25; Def.’s Ex. 15.

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Clay v. Interstate National Corp., 900 F. Supp. 981, 1995 U.S. Dist. LEXIS 13685, 1995 WL 559977 (N.D. Ill. 1995).

900 F. Supp. 981 (Clay v. Interstate National Corp.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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