NOTICE: Summary decisions issued by the Appeals Court pursuant to M.A.C. Rule 23.0, as appearing in 97 Mass. App. Ct. 1017 (2020) (formerly known as rule 1:28, as amended by 73 Mass. App. Ct. 1001 [2009]), are primarily directed to the parties and, therefore, may not fully address the facts of the case or the panel's decisional rationale. Moreover, such decisions are not circulated to the entire court and, therefore, represent only the views of the panel that decided the case. A summary decision pursuant to rule 23.0 or rule 1:28 issued after February 25, 2008, may be cited for its persuasive value but, because of the limitations noted above, not as binding precedent. See Chace v. Curran, 71 Mass. App. Ct. 258, 260 n.4 (2008).
COMMONWEALTH OF MASSACHUSETTS
APPEALS COURT
22-P-861
WILLIAM T. DOWNEY
vs.
MASSACHUSETTS DEPARTMENT OF ENERGY RESOURCES.
MEMORANDUM AND ORDER PURSUANT TO RULE 23.0
The plaintiff, William T. Downey, appeals from the grant of
summary judgment in favor of the defendant, Massachusetts
Department of Energy Resources (DOER), on Downey's age
discrimination claim under G. L. c. 151B. Downey applied for a
newly created position of director of emerging technology in
response to DOER's job posting. He was sixty-three years old at
the time of his application. DOER did not grant Downey an
interview, and, after interviewing three candidates, offered the
position to a younger applicant. Concluding that Downey has
demonstrated a genuine issue of material fact regarding whether
DOER's proffered reasons for not offering him an interview were
pretextual, we reverse the grant of summary judgment for the
defendant and remand for further proceedings. Background. We summarize the basic facts in the light most
favorable to Downey, drawing all reasonable inferences in his
favor, and reserving certain facts -- disputed and undisputed --
for later discussion. See Bulwer v. Mount Auburn Hosp., 473
Mass. 672, 680 (2016). In 2015, the Commissioner of DOER,
Judith Judson (commissioner), created the director of emerging
technology position to head a new division within DOER. The job
was publicly posted on the Commonwealth's MassCareers online
database with a narrative job description. The position was
classified as a program manager level VIII, which carried
minimum entrance requirements of "five years of full-time, or
equivalent part-time, supervisory or managerial experience in
business administration, business management or public
administration[,] of which at least two years [were] in a
managerial capacity." In addition, DOER staff, in consultation
with the commissioner, drafted a management questionnaire (MQ)
that served as the official internal description of the position
identifying the minimum job requirements as five years in a
"supervisory capacity" and seven years in "energy and emerging
technology field." Although the Massachusetts Executive Office
of Energy and Environmental Affairs (EEA) department of human
resources typically does an initial screen of applications
submitted through the MassCareers system before electronically
passing them to DOER's hiring manager, EEA did not screen
2 candidates because the commissioner had indicated she wanted the
applications sent directly to her.
Downey submitted a cover letter, a one-page resume, a
professional biography containing a list of his consulting
assignments and professional experience, a publications list,
and later a "DropBox" link to a book he had recently authored on
the technology of electric vehicles. He was not offered an
interview. Three candidates were selected to be interviewed.
Two of the candidates were under consideration prior to the job
being posted publicly -- one who worked for a quasi public
agency that works with DOER, and another who was an internal
DOER candidate. Ultimately, the third candidate was hired.
Discussion. "Our review on summary judgment is de novo."
Yee v. Massachusetts State Police, 481 Mass. 290, 294 (2019).
"In considering a motion for summary judgment, we review the
evidence and draw all reasonable inferences in the light most
favorable to the nonmoving party." Verdrager v. Mintz, Levin,
Cohn, Ferris, Glovsky & Popeo, P.C., 474 Mass. 382, 395 (2016),
quoting Drakopoulos v. U.S. Bank Nat'l Ass'n, 465 Mass. 775, 777
(2013). DOER, as the moving party, has "the burden of
establishing that there is no genuine issue as to any material
fact and that [it is] entitled to judgment as a matter of law"
(citation omitted). Id.
3 In an employment discrimination case, a plaintiff "may
survive a motion for summary judgment by providing [d]irect
evidence of [the] elements of discriminatory animus and
causation" (quotation and citation omitted). Bulwer, 473 Mass.
at 680. "Because direct evidence 'rarely exists,' however, [a]
plaintiff may also survive such a motion by providing 'indirect
or circumstantial evidence [of discriminatory animus and
causation] using the familiar three-stage, burden-shifting
paradigm first set out in McDonnell Douglas Corp. v. Green, 411
U.S. 792, 802-805 (1973)'" (citation omitted). Id. at 680-681.
Here, the parties properly focus their arguments on the third
stage of McDonnell Douglas, which requires a plaintiff to
produce evidence from which a jury could find that at least one
of the employer's articulated reasons for the adverse employment
decision was not true. See Bulwer, supra at 681. "To survive a
motion for summary judgment, the plaintiff need only present
evidence from which a reasonable jury could infer that the
respondent's facially proper reasons given for its action
against him were not the real reasons for that action"
(quotation and citation omitted). Id. at 682.
In essence, DOER asserted that Downey was not offered an
interview because his resume did not reflect emerging technology
4 experience, as opposed to broad energy experience.1 More
specifically, DOER explained that it decided not to interview
Downey because the projects he listed on his resume "[bore] no
relation whatsoever to energy storage, resiliency, microgrids,
or other related emerging energy technologies" and his resume
was "entirely devoid of any reference to the energy storage
experience required in a candidate as outlined by the Program
Manager job posting."
Among the documents submitted in his opposition to DOER's
motion for summary judgment, Downey included an affidavit
detailing the entries listed on his resume and their
relationship to the policy areas identified by DOER. In
particular, he cited a project "concerning rural
electrification, grid development, and small hydro [that]
related to energy storage, microgrids, and resiliency," as well
as experience "supervis[ing] installation of commercial [and]
residential solar heating systems [and] small wind turbines."
Downey further stated that his submission contained references
to several of his "publications relating to emerging energy
technologies, including solar and wind." DOER argues that
Downey's experience was dated and thus not applicable. These
1 We note that DOER initially stated that the commissioner did not remember reviewing Downey's resume.
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NOTICE: Summary decisions issued by the Appeals Court pursuant to M.A.C. Rule 23.0, as appearing in 97 Mass. App. Ct. 1017 (2020) (formerly known as rule 1:28, as amended by 73 Mass. App. Ct. 1001 [2009]), are primarily directed to the parties and, therefore, may not fully address the facts of the case or the panel's decisional rationale. Moreover, such decisions are not circulated to the entire court and, therefore, represent only the views of the panel that decided the case. A summary decision pursuant to rule 23.0 or rule 1:28 issued after February 25, 2008, may be cited for its persuasive value but, because of the limitations noted above, not as binding precedent. See Chace v. Curran, 71 Mass. App. Ct. 258, 260 n.4 (2008).
COMMONWEALTH OF MASSACHUSETTS
APPEALS COURT
22-P-861
WILLIAM T. DOWNEY
vs.
MASSACHUSETTS DEPARTMENT OF ENERGY RESOURCES.
MEMORANDUM AND ORDER PURSUANT TO RULE 23.0
The plaintiff, William T. Downey, appeals from the grant of
summary judgment in favor of the defendant, Massachusetts
Department of Energy Resources (DOER), on Downey's age
discrimination claim under G. L. c. 151B. Downey applied for a
newly created position of director of emerging technology in
response to DOER's job posting. He was sixty-three years old at
the time of his application. DOER did not grant Downey an
interview, and, after interviewing three candidates, offered the
position to a younger applicant. Concluding that Downey has
demonstrated a genuine issue of material fact regarding whether
DOER's proffered reasons for not offering him an interview were
pretextual, we reverse the grant of summary judgment for the
defendant and remand for further proceedings. Background. We summarize the basic facts in the light most
favorable to Downey, drawing all reasonable inferences in his
favor, and reserving certain facts -- disputed and undisputed --
for later discussion. See Bulwer v. Mount Auburn Hosp., 473
Mass. 672, 680 (2016). In 2015, the Commissioner of DOER,
Judith Judson (commissioner), created the director of emerging
technology position to head a new division within DOER. The job
was publicly posted on the Commonwealth's MassCareers online
database with a narrative job description. The position was
classified as a program manager level VIII, which carried
minimum entrance requirements of "five years of full-time, or
equivalent part-time, supervisory or managerial experience in
business administration, business management or public
administration[,] of which at least two years [were] in a
managerial capacity." In addition, DOER staff, in consultation
with the commissioner, drafted a management questionnaire (MQ)
that served as the official internal description of the position
identifying the minimum job requirements as five years in a
"supervisory capacity" and seven years in "energy and emerging
technology field." Although the Massachusetts Executive Office
of Energy and Environmental Affairs (EEA) department of human
resources typically does an initial screen of applications
submitted through the MassCareers system before electronically
passing them to DOER's hiring manager, EEA did not screen
2 candidates because the commissioner had indicated she wanted the
applications sent directly to her.
Downey submitted a cover letter, a one-page resume, a
professional biography containing a list of his consulting
assignments and professional experience, a publications list,
and later a "DropBox" link to a book he had recently authored on
the technology of electric vehicles. He was not offered an
interview. Three candidates were selected to be interviewed.
Two of the candidates were under consideration prior to the job
being posted publicly -- one who worked for a quasi public
agency that works with DOER, and another who was an internal
DOER candidate. Ultimately, the third candidate was hired.
Discussion. "Our review on summary judgment is de novo."
Yee v. Massachusetts State Police, 481 Mass. 290, 294 (2019).
"In considering a motion for summary judgment, we review the
evidence and draw all reasonable inferences in the light most
favorable to the nonmoving party." Verdrager v. Mintz, Levin,
Cohn, Ferris, Glovsky & Popeo, P.C., 474 Mass. 382, 395 (2016),
quoting Drakopoulos v. U.S. Bank Nat'l Ass'n, 465 Mass. 775, 777
(2013). DOER, as the moving party, has "the burden of
establishing that there is no genuine issue as to any material
fact and that [it is] entitled to judgment as a matter of law"
(citation omitted). Id.
3 In an employment discrimination case, a plaintiff "may
survive a motion for summary judgment by providing [d]irect
evidence of [the] elements of discriminatory animus and
causation" (quotation and citation omitted). Bulwer, 473 Mass.
at 680. "Because direct evidence 'rarely exists,' however, [a]
plaintiff may also survive such a motion by providing 'indirect
or circumstantial evidence [of discriminatory animus and
causation] using the familiar three-stage, burden-shifting
paradigm first set out in McDonnell Douglas Corp. v. Green, 411
U.S. 792, 802-805 (1973)'" (citation omitted). Id. at 680-681.
Here, the parties properly focus their arguments on the third
stage of McDonnell Douglas, which requires a plaintiff to
produce evidence from which a jury could find that at least one
of the employer's articulated reasons for the adverse employment
decision was not true. See Bulwer, supra at 681. "To survive a
motion for summary judgment, the plaintiff need only present
evidence from which a reasonable jury could infer that the
respondent's facially proper reasons given for its action
against him were not the real reasons for that action"
(quotation and citation omitted). Id. at 682.
In essence, DOER asserted that Downey was not offered an
interview because his resume did not reflect emerging technology
4 experience, as opposed to broad energy experience.1 More
specifically, DOER explained that it decided not to interview
Downey because the projects he listed on his resume "[bore] no
relation whatsoever to energy storage, resiliency, microgrids,
or other related emerging energy technologies" and his resume
was "entirely devoid of any reference to the energy storage
experience required in a candidate as outlined by the Program
Manager job posting."
Among the documents submitted in his opposition to DOER's
motion for summary judgment, Downey included an affidavit
detailing the entries listed on his resume and their
relationship to the policy areas identified by DOER. In
particular, he cited a project "concerning rural
electrification, grid development, and small hydro [that]
related to energy storage, microgrids, and resiliency," as well
as experience "supervis[ing] installation of commercial [and]
residential solar heating systems [and] small wind turbines."
Downey further stated that his submission contained references
to several of his "publications relating to emerging energy
technologies, including solar and wind." DOER argues that
Downey's experience was dated and thus not applicable. These
1 We note that DOER initially stated that the commissioner did not remember reviewing Downey's resume. DOER's explanations for not offering Downey an interview all came after the commissioner became aware of Downey's age discrimination complaint. 5 conflicting positions reflect a factual dispute that relies on
credibility determinations. We are satisfied that the evidence
provided by Downey was sufficient for a juror to infer that
DOER's stated reasons for not interviewing Downing were
pretextual.
DOER also indicated that the successful candidate's resume,
in contrast to Downey's, "stood out . . . because the experience
detailed therein aligned with the specific background [the
commissioner] sought for the [p]osition." Downey contends that
the commissioner was so focused on hiring a younger candidate
that she "disregarded the minimum levels of experience that the
position demanded." Although DOER asserts that it "believed
[the candidate who ultimately was hired] met the minimum
required qualifications," the commissioner testified in her
deposition that she was unaware the requirements existed. That
candidate met neither the publicly posted requirement of five
years of management experience (the candidate had only four at
the time) nor the internal MQ minimum qualification of seven
years in energy and emerging technology (the candidate had been
working in energy technology for thirty-three months). The
issue is further complicated by the commissioner's decision to
bypass EEA screening, which Downing contends would have resulted
in the successful candidate's resume being screened out. On
this record, we are further persuaded that Downey has supplied
6 facts that call into question the truthfulness of DOER's claim
that age played no role in its decision to interview and
ultimately hire the successful candidate.
Downey argues that additional evidence of pretext can be
found in the "shifting nature" of the description of the
criteria DOER claims it used to evaluate candidates at various
stages of the hiring process and this litigation. DOER counters
that the criteria remained consistent, and that any
inconsistencies reflect the commissioner's focus at various
times on specific areas within those criteria. On our review of
the summary judgment record, we agree with Downey that there are
sufficient substantive differences between the description of
the job requirements in the public job posting, DOER's position
statement to the Massachusetts Commission Against
Discrimination, DOER's interrogatory response, and the
commissioner's deposition testimony to support a reasonable
inference of pretext.
Finally, Downey contends that DOER's failure to follow
established Massachusetts State agency hiring procedures alone
may give rise to an inference of discrimination. Although DOER
does not deny its failure to adhere to established practices
contained in a "model hiring guidelines" promulgated by the
executive branch's human resources division, it asserts that
they were not mandatory. Here there was evidence that DOER
7 deviated from guidelines that were provided to all managers in
executive branch agencies, and that DOER acknowledged using in
most other hiring decisions, by declining to (1) develop and
apply screening criteria to select candidates to be interviewed;
(2) involve the agency's diversity officer at various stages of
the hiring process; (3) establish standard questions in advance
of interviews and distribute them to an interview panel; (4)
create objective written criteria for evaluating candidates
based on their interviews; and (5) retain documentation of
scoring candidates during the interview process. We conclude
that this evidence adequately supported an inference of DOER's
discriminatory intent. See Bulwer, 473 Mass. at 687 (failure to
follow established procedures or criteria may support reasonable
inference of intentional discrimination).
The judgment dated July 20, 2022, is reversed, and the matter is remanded for further proceedings consistent with this memorandum and order.
By the Court (Meade, Blake & Brennan, JJ.2),
Clerk
Entered: July 7, 2023.
2 The panelists are listed in order of seniority. 8