Lewis v. Federal Prison Industries, Inc.

786 F.2d 1537, 40 Fair Empl. Prac. Cas. (BNA) 998, 1986 U.S. App. LEXIS 24560, 40 Empl. Prac. Dec. (CCH) 36,110
CourtCourt of Appeals for the Eleventh Circuit
DecidedApril 22, 1986
DocketNos. 85-3070, 85-3353
StatusPublished
Cited by7 cases

This text of 786 F.2d 1537 (Lewis v. Federal Prison Industries, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lewis v. Federal Prison Industries, Inc., 786 F.2d 1537, 40 Fair Empl. Prac. Cas. (BNA) 998, 1986 U.S. App. LEXIS 24560, 40 Empl. Prac. Dec. (CCH) 36,110 (11th Cir. 1986).

Opinion

ANDERSON, Circuit Judge:

John H. Lewis appeals from a judgment of the district court in favor of his former employer, Federal Prison Industries, Inc. («Fpi”) Lewis alleged that FPI discriminated against him on the basis of age in violation of the Age Discrimination in Employment Act, 29 U.S.C. § 633a. After a nonjury trial, the district court concluded that Lewis had not established a prima facie case of age discrimination. Because the district court made a clearly erroneous finding of fact, we reverse and remand.

I.

John H. Lewis was born January 4, 1932, and was an employee of the federal correctional system for over 25 years.1 From May 28, 1970 through December 29, 1982, Lewis was employed by FPI at the Federal Correctional Institution at Tallahassee, Florida (“FCI”). FPI is an entity of the Federal Bureau of Prisons which manufactures furniture for use in federal government offices. For the last several years he was employed at FPI, Lewis held the position of woodcrafter assembly foreman.

[1539]*1539Lewis was one of four woodcrafting foremen at FPL Each foreman was charged with supervising inmate employees working in their respective areas of the factory. Each of these woodcrafting foremen — the mill foreman, assembly foreman, finishing foreman, and packaging-relief foreman— reported directly to a general foreman. At the times relevant to this cause of action the general foreman was William C. Tidwell.

The Superintendent of Industries oversaw the work of the general foreman, as well as the work of two other departments. During the times relevant to this case, the Superintendent position was filled by Douglas Stromberg and, later, Oliver Mincey.

The Superintendent of Industries reported to both the Warden of FCI and the FPI factories manager in Washington, D.C. The Warden was Joseph C. Bogan. The FPI factories manager for furniture factories was Scott Graham.

Since he had been employed in the federal correctional system for 25 years, Lewis became eligible for early retirement on his 50th birthday, January 4, 1982.2 Although he was not the oldest of the four wood-crafting foremen at FCI, Lewis had the earliest date of eligibility for retirement because of the length of his service.

In September 1981, FPI factories manager Scott Graham interviewed approximately thirty job applicants from the High Point, North Carolina, area for the position of woodcrafter trainee. Of those persons interviewed, Graham considered thirty-four year old Patty Baker the best suited for FPI’s needs. Baker had been the only female supervisor at one of the large furniture manufacturing firms in the High Point area. Graham found Baker to be an excellent applicant, but a federal job cutback eliminated the trainee positions for which Graham had conducted the interviews. Because Baker was so highly qualified and because FPI management had emphasized the recruiting of females and minorities from the private sector, Graham identified Baker to the FPI management as a high priority recruit. If Baker was to be hired, it was necessary to get her into the federal system before she reached the age of thirty-five, in July 1982. Graham “transferred” a vacancy from another prison facility to Tallahassee to create a position for Baker. The new position was termed “assistant assembly foreman.” In January, while Lewis was on vacation, Baker went to FCI, toured the facility, and was interviewed for the new position. Then, Superintendent Stromberg notified Graham that the FCI administration would like to have Baker work at FCI. Baker was hired and began to work in Tallahassee in April 1982.

Although Baker’s position was designated assistant assembly foreman, the title did not accurately reflect the position’s responsibilities or its place in the chain of command. Baker did not assist the assembly foreman, Lewis, nor did she report to him. Baker was supervised directly by the general foreman, Tidwell, and her responsibilities were primarily to relieve the four woodcrafting foremen and to observe the operation of the factory as a trainee. The four woodcrafting foremen positions were paid at the WS-10 level; the assistant assembly foreman position was established at pay grade WS-6.

In the fall of 1981, Tidwell had begun telling Lewis that he was going to be replaced by a woman. Shortly after Lewis became eligible for retirement, the district court found that Tidwell began harassing him in an effort to force his early retirement. The harassment consisted of making Lewis “follow the book to the letter” and causing Lewis to be as uncomfortable as possible at work. Tidwell knew that Lewis could not handle pressure, that Lewis had been under a doctor’s care, and that Lewis had been taking valium as prescribed by his physician.

The district court found that Lewis was subjected to primarily direct verbal abuse by Tidwell. However, the district court found that the harassment took other forms as well. For example, Lewis was upbraided by Tidwell in the presence of [1540]*1540other FPI and FCI employees and in the presence of the inmates he was charged with supervising — a practice forbidden by FPI management. Tidwell watched Lewis very closely, waiting to catch him in some mistake or moment of inactivity. Tidwell also attempted to isolate Lewis from the other employees, e.g., Tidwell advised the other employees not to have anything to do with Lewis in order to avoid trouble for themselves. Tidwell criticized Lewis regarding the quality of his work and his supervision of the inmates for whom he was responsible. Lewis was often told that he was being replaced by Patty Baker and would have to retire so she could assume his position at FCI. Tidwell repeatedly advised Lewis that he should “go ahead and retire.”

The district court found that Tidwell’s harassment intensified in about March 1982. The court found that Tidwell told Lewis that if he was going to remain at FCI, he would not be allowed to sit. Lewis’ desk chair was taken away, and his desk was moved into the middle of an open area so he could be easily observed at all times from Tidwell’s desk. Tidwell shared a glass enclosed office with the Superintendent of Industries overlooking the work area. Record on Appeal, vol. 8 at 45.

Tidwell continued to pressure Lewis to retire. In April 1982, Tidwell informed Lewis that he was being given his last satisfactory performance evaluation, that Baker would soon begin work, and that Lewis should retire before the next rating period expired. The district court found that Tidwell was observed shouting at Lewis in the presence of inmates and others.

Shortly after Baker began working at FCI, Superintendent Stromberg retired. Before his retirement, which he took on the first day of his eligibility, Stromberg often discussed retirement with Lewis. The district court found that, while it would not have been unusual for Stromberg to advise another employee to retire “as soon as eligible,” he did not tell Lewis that Lewis must retire or that Baker had been hired to replace him. Stromberg testified that Lewis was interested in retirement and discussed retirement with Stromberg as if to evaluate the various options open to him. Stromberg assisted Lewis in computing his retirement pay, and at one point, Stromberg determined that Lewis would lose only the equivalent of $1.37 an hour by retiring. Stromberg testified that he never encouraged, directed, or ordered Lewis to retire.

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786 F.2d 1537, 40 Fair Empl. Prac. Cas. (BNA) 998, 1986 U.S. App. LEXIS 24560, 40 Empl. Prac. Dec. (CCH) 36,110, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-federal-prison-industries-inc-ca11-1986.