Steward v. Sears Roebuck & Co.

231 F. App'x 201
CourtCourt of Appeals for the Third Circuit
DecidedAugust 14, 2007
Docket06-3360
StatusUnpublished
Cited by13 cases

This text of 231 F. App'x 201 (Steward v. Sears Roebuck & Co.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Third Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Steward v. Sears Roebuck & Co., 231 F. App'x 201 (3d Cir. 2007).

Opinion

OPINION OF THE COURT

RENDELL, Circuit Judge.

Gunnar Steward sued his employer, Sears, Roebuck & Co., for terminating him in violation of the Age Discrimination in Employment Act, 29 U.S.C. §§ 621 et seq. Steward appeals the District Court’s order granting judgment as a matter of law in favor of Sears and, in the alternative, granting Sears’ motion for a new trial. We will reverse.

I.

Although the parties are familiar with the record, we review it nonetheless because the presence of certain facts and evidence in the record is crucial to our review, given the nature of the motions before the District Court.

Steward began working at Sears as a Level I Technician in March 1979. After a series of gradual promotions, he obtained the position of Technical Manager in Sears’ Wilmington facility in December 1998. In this capacity, Steward was required to support, organize, direct, coach, and develop the technical work force to provide service to customers at home or in the Sears service unit. Steward was terminated on July 2, 2001, at the age of 50. At the time of Steward’s termination, there was one other Technical Manager located in the Wilmington facility: Tony Carter, age 45. Joyce Sipple, age 60, was a Technical Manager at the Dover facility and Brian Merkel, age 35, was a Technical Manager at the Reading facility. Mark DeWit, age 33, was a manager at the Wilmington facility in early 2001 and was given the position of Technical Manager on or after July 1, 2001. 1

At trial, Steward presented his employment record, with his job titles and salaries listed, as well as several certificates of achievement for completion of various courses and programs. Steward also presented his 1999 performance review, completed by the then-District Service Manager, Roy Vasseur. Steward received a “4” (out of 5) in both Business Results and Leadership in this review. 2 Steward also received a rating of “4” in Customer Total Repair Index, Associate Total Repair Index, Building Relationships, Customer Satisfaction, and in completion of repairs on the first try. Mr. Vasseur testified that Steward was at “above expectations” for leadership at the end of 1999. App. 1199. Following this review, Steward received a merit increase in his salary and a bonus in March 2000. He received another salary increase in June 2000. Prior to Vasseur’s departure in August 2000, he again reviewed Steward. He rated Steward a “4” *203 in Customer Satisfaction, Building Relationships, and Teamwork, and a “3” in all other categories. Steward also introduced the Sears productivity report for 2000, which showed that Steward’s technicians handled the largest number of calls.

Carter and Merkel both testified about their impressions of Steward’s performance. Carter testified, concerning Steward’s production, that “I would say it was very high. I think he’s an excellent motivator. A lot of people liked him that came to me afterwards, because a lot of the shop technicians knew me prior to him getting there and ... then they came to me and said, you know what, he’s like you, he cares about us. And it made me feel good to hear somebody say that about him, because we worked together as a team.” App. 1298. Carter also testified, concerning Steward’s interaction with customers: “I thought he did a great job with customers, if I had to say so myself, I think he did a great job with them.” App. 1299. Merkel testified that he found Steward acceptable, agreeable and responsive. He agreed that Steward gave him what he needed and responded to him when he needed it.

In mid-December 2000, Phillip Schweizer, then age 33, became the District Service Manager at the Wilmington facility. Schweizer supervised Steward, Carter, Merkel, DeWit and Sipple. Steward testified that, from the beginning, Schweizer treated him differently than the other Technical Managers. Steward testified that Schweizer “wasn’t very cordial when we first started interacting the first couple of weeks.” App. 431. In his relations with the other Technical Managers, Schweizer “appeared to be much friendlier, more—or just more casual, conversation, things like that.” Id. When Schweizer brought his wife to the facility, he introduced her to a younger manager and to other people at the facility, but not to Steward. Schweizer also directed Carter to move the office shared by Carter and Steward without telling Steward.

Prior to February 2001, Steward had never been warned, reprimanded or counseled by Sears. In February 2001, a couple months after Schweizer became the District Service Manager, Schweizer gave Steward a performance review for the year 2000. In the performance review, Steward was scored a “3” in Business Results, Customer Satisfaction and Ownership, and a “2” in Leadership. App. 1818. For this same period, Carter and Merkel both also received a “3” in Business Results and a “2” in Leadership. Sipple received a “3” in both categories. DeWit received scores of “4” in both Business Results and Leadership.

Steward testified that Schweizer met with Steward and informed Steward that he would receive no bonus for 2000. He also gave Steward a “performance plan for improvement” or PPl. 3 Prior to issuing the PPI, Schweizer did not give Steward a counseling memorandum, as recommended by the Sears PPI policy. The PPI provided a detailed description of Steward’s “performance issues”:

—The established procedure for a Multiple Attempt to repair an in home item is to involve the Lead Tech/Tech Manager on the Recall.
*204 —On the RMDS Multiple Attempt report it is dear that the same technicians often go out on the same call three and more times without input from the Tech Manager.
—It is often required that the Tech Manager call customers to resolve discrepancies with the service rendered or the cost of the service.
—With Customer Montana Gunnar had to be repeatedly informed by the Parts Manager, Parts Pro, Customer Relations Supervisor, and myself before he called the customer. This customer specifically asked to talk to the technicians [sic] manager and Gunnar did not reply as he was “gathering the facts".
—There is a weekly GAP meeting where all tech managers are required to bring the following information: the previous weeks actual calls, planned calls, actual hours, planned hours, and training hours by industry.
—Gunnar has failed to bring this information to the past 5 meetings. Additionally, he has depended on the excellent work ethics of other tech managers to accomplish this for him.
—Gunnar consistently fails to meet deadlines. He was tasked with providing his vacation numbers at the time of the DSM meeting in Gaithersburg. He did not provide those numbers until 7 Feb 01. Additionally, he depended on other tech managers to input the data for him.

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Bluebook (online)
231 F. App'x 201, Counsel Stack Legal Research, https://law.counselstack.com/opinion/steward-v-sears-roebuck-co-ca3-2007.