Stephens v. Montgomery Ward

193 Cal. App. 3d 411, 238 Cal. Rptr. 602, 1987 Cal. App. LEXIS 1906, 44 Fair Empl. Prac. Cas. (BNA) 498
CourtCalifornia Court of Appeal
DecidedJuly 8, 1987
DocketA033257
StatusPublished
Cited by20 cases

This text of 193 Cal. App. 3d 411 (Stephens v. Montgomery Ward) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stephens v. Montgomery Ward, 193 Cal. App. 3d 411, 238 Cal. Rptr. 602, 1987 Cal. App. LEXIS 1906, 44 Fair Empl. Prac. Cas. (BNA) 498 (Cal. Ct. App. 1987).

Opinion

*415 Opinion

LOW, P. J.

Plaintiff Anita Leslie Stephens appeals from an order denying class certification in this action charging defendant Montgomery Ward and several of its managerial employees (collectively referred to as Wards) with sex discrimination in violation of California’s Fair Employment and Housing Act (Gov. Code, § 12900 et seq.). Specifically, Stephens seeks to represent a class of women who have been excluded from holding managerial positions in certain sales departments and other upper management positions. We conclude the named plaintiff has not been shown to be qualified as a class representative. However, in all other respects, the requirements for maintaining a class action are satisfied.

Stephens has worked for Wards for over a decade. She alleges that since 1979 she has been qualified and available to serve as a manager of a “reserve” department, but has not been promoted because of her sex. “Reserve” departments are certain retail departments which plaintiff alleges are reserved by Wards for male managers. These departments include: sporting goods, auto parts, truck tires, building materials, paint, plumbing supplies, electrical supplies, television-stereos, stoves, refrigerators, hardware, a garden shop, and sewing machines. Stephens claims “reserve” department managers receive higher pay than managers of other departments and that upper management are recruited from within these departments. In June 1974, Stephens was promoted to building materials department manager, a department she classifies as “reserve.” She served successfully in that position until she voluntarily left the company in June 1975. Stephens returned to Wards in 1976, and in 1978 was promoted to department manager of the combined departments of sporting goods and bicycles. However, in the latter part of 1979 Stephens was removed from this position for failing to meet specified management goals. She returned to a sales position, where she remains.

Believing she had been unfairly demoted from her department manager position, Stephens filed a complaint against Wards with the federal Equal Employment Opportunity Commission (EEOC) and the state Department of Fair Employment and Housing. After an investigation, the EEOC found reasonable cause to believe that Wards “has violated Title VII of the Civil Rights Act of 1964 by discriminating on the basis of sex against [Stephens] and women as a class with respect to assignment to jobs as hard line manager, and resulting compensation; recruitment; initial job assignment; training; promotion; and demotion.” This conclusion was based on the EEOC’s findings that Stephens was given inadequate support from management during her brief tenure as department manager in sporting goods. The EEOC also found Stephens was held to higher standards than male depart *416 ment managers in similar departments. More pertinent to our inquiry herein, the EEOC found “evidence that [Wards] is and has been discriminating against women as a class in all Northern California Metro District stores by denying them, through sex-based recruiting, job assignment and promotions, the opportunity to become department managers and/or sales managers in hard line and/or big ticket departments, with resulting discrimination in their compensation for work equal or comparable to that performed by male department managers and/or sales managers.”

Stephens filed a complaint in superior court alleging Wards had discriminated against her on the basis of gender in a manner prohibited by state law. In an amended complaint filed in 1983, she alleged Wards engaged in a “pattern and practice” of excluding women from management positions in certain departments. Stephens sought certification of a class consisting of “women who, since 1978, were, are or will be qualified to hold a reserve department manager position or a management position above the level of department manager with defendant Montgomery Ward in its Oakland Super Metro District and the 29 California stores within the district, but have been denied the opportunity to do so because of their sex.”

The statistical evidence of female underrepresentation in the management of “reserve” departments was the focal point of her argument that this case should proceed as a class action. The statistics presented show women to be significantly underrepresented in the management of “reserve” departments between 1978 and 1984. 1 Stephens summarized the importance of these statistics: “Throughout 29 stores over a period of 7 years, the pattern is clear: women are two-thirds of all sales employees, women are up to two-thirds of all managers outside the reserve departments, yet women average only 13.48% of reserve department managers.”

On October 22, 1985, the court denied Stephens’s motion for class certification. On January 31, 1986, this court stayed all proceedings in this *417 matter until it was determined whether the case should proceed as a class action or as an individual action.

Two requirements must be established as a predicate for bringing a class action under Code of Civil Procedure section 382. There must be an ascertainable class and there must be a well-defined community of interest in the questions of law and fact affecting the parties to be represented. (See Richmond v. Dart Industries, Inc. (1981) 29 Cal.3d 462, 470 [174 Cal.Rptr. 515, 629 P.2d 23]; County of San Luis Obispo v. Abalone Alliance (1986) 178 Cal.App.3d 848, 864 [223 Cal.Rptr. 846].) The California Supreme Court, has “suggested that trial courts, in the absence of controlling California authority, utilize the class action procedures of the federal rules.” (La Sala v. American Sav. & Loan Assn. (1971) 5 Cal.3d 864, 872 [97 Cal.Rptr. 849, 489 P.2d 1113]; Occidental Land, Inc. v. Superior Court (1976) 18 Cal.3d 355, 360 [134 Cal.Rptr. 388, 556 P.2d 750].)

Preliminarily, Stephens insists the trial court’s denial of class certification must be reversed because the court failed to specify its reasons for denying the motion. In support of this argument, Stephens relies on federal cases which require the court to make findings which reflect the reasons on which such a decision is based. (See, e.g., Harriss v. Pan American World Airways, Inc. (N.D.Cal. 1977) 74 F.R.D. 24, 35; Price v. Lucky Stores, Inc. (9th Cir. 1974) 501 F.2d 1177, 1179.) It was forcefully urged at oral argument that reliance on federal law is appropriate because there exists a “hiatus” in California law on whether such findings are required. (See Vasquez v. Superior Court (1971) 4 Cal.3d 800, 821 [94 Cal.Rptr. 796, 484 P.2d 964, 53 A.L.R.3d 513].)

Contrary to Stephens’s assertion, the procedure in California for requesting findings is well established. (See Code Civ.

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Bluebook (online)
193 Cal. App. 3d 411, 238 Cal. Rptr. 602, 1987 Cal. App. LEXIS 1906, 44 Fair Empl. Prac. Cas. (BNA) 498, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stephens-v-montgomery-ward-calctapp-1987.