Williams v. Hughes Helicopters, Inc.

806 F.2d 1387, 42 Fair Empl. Prac. Cas. (BNA) 1035
Court of Appeals for the Ninth Circuit·Decided December 24, 1986·No. Nos. 85-6418, 85-6428·Published·Cited by 10 cases

Opinion

J. BLAINE ANDERSON, Circuit Judge:

Williams, Riess, Hench, Ferry and Zimmerman (“the pilots”) appeal from the district court’s denial of their several motions for partial summary judgment relative to Hughes Helicopters’ (“Hughes”) bona fide occupational qualification (“BFOQ”) defense to its violation of the Age Discrimination in Employment Act (“ADEA”). The pilots also appeal from the district court’s denial of several evidentiary motions.1

I. FACTS

The pilots are former Hughes employees involved in testing new and modified helicopter systems to ensure that the aircraft were safe and to determine if design changes were needed. Ferry, Hench and Zimmerman were experimental test pilots responsible for testing new prototypes or modified existing prototypes. Riess and Williams were production test pilots responsible for testing aircraft that had passed beyond the initial stages of experimental testing.

On April 13, 1982, Hughes adopted a “stop flying” policy requiring experimental test pilots to cease flying at age 55 and production test pilots to cease flying at age 60. The stop flying policy was to become effective on October 1, 1982. On that date, each of the three experimental test pilots in this case was over the age of 55 and each of them were given the option of either transitioning to production test pilot status, accepting a nonflying position, or taking an early retirement. Production test pilots were afforded the latter two of these three options. Each of the pilots involved in this appeal elected to leave Hughes’ employment rather than accept one of these options. Each then filed a complaint with the Equal Employment Opportunity Commission.

On April 9, 1984, the district court entered an order finding that Hughes’ stop flying policy was a per se violation of the ADEA and that such violation had been willful, thereby entitling the pilots to liquidated damages. Hughes raised the affirmative defense that its age limitation was a BFOQ. A jury trial was held on the BFOQ defense and the issue of damages. The jury found that the stop flying poicy was a BFOQ.

II. DISCUSSION

A. Motions for Partial Summary Judgment

Prior to trial, the district court considered several motions for partial summary judgment relevant to the BFOQ defense. These motions, filed by the pilots, were all denied. The pilots appeal the denial of these motions.

In the first partial summary judgment motion, the pilots argued that the data relied upon by Hughes in adopting the stop flying policy should have been gathered, developed and validated prior to the implementation of that policy. Specifically, the pilots contended that Hughes was precluded, as a matter of law, from relying on the Federal Aviation Administration’s [1390] (“FAA”) Age 60 rule2 and expert testimony developed at trial to validate its stop flying policy because such data had been compiled long after the formulation and implementation of the policy. Our examination of the relevant case law, however, indicates that Hughes could properly rely on the FAA’s Age 60 rule and the expert testimony it developed at trial.

In Gathercole v. Global Associates, 727 F.2d 1485 (9th Cir.), cert. denied, 469 U.S. 1087, 105 S.Ct. 593, 83 L.Ed.2d 702 (1984), this court gave deference to the FAA’s Age 60 rule to uphold the forced retirement of a plaintiff pilot. This court noted that the BFOQ asserted by the Army “was not determined by the Army’s reliance on its own wisdom as to the reliability of pilots over 60 years of age but on the Army’s reliance on the judgment of the FAA as expressed in the FAA formal regulations applicable to 60-year-old airplane pilots of various types.” Id. at 1488. The employer’s BFOQ defense was accepted, despite this court’s acknowledgment that it did not “know from the record whether ... the FAA held any hearing in connection with the adoption of this 60-year age regula-tion____ Nor does the record show whether the regulation was adopted on the basis of evidence, or whether the FAA had before it ... supporting evidence.” Id. at 1487. This court further stated that “[i]t is sufficient that the Army, knowing of the expertise of the FAA, and its obligation as a public agency to perform its official duty [i.e., to ensure that the evidence before it was sufficient], accepted at face value its [“FAA’s] proclaimed standard of necessary minimum qualification.” Id. at 1488. See also E.E.O.C. v. El Paso Natural Gas Co., 626 F.Supp. 182, 186 (W.D.Tex.1985) (defendants employing private corporate pilots are entitled to rely upon expertise of FAA and apply the Age 60 rule to their pilots as a BFOQ).

In Hoefelman v. Conservation Com’n of Missouri, 718 F.2d 281 (8th Cir.1983), a state agency instituted a stop flying policy for pilots above the age of 60, but “did no independent research in formulating this policy....” Id. at 282. Instead it relied solely “on studies of the ... (FAA).” Id. Despite this, the Eighth Circuit upheld the district court’s finding that age was a BFOQ for pilots employed by the Missouri Department of Conservation.

The Supreme Court has also concluded that the FAA’s Age 60 rule is relevant evidence supporting a commercial airline’s BFOQ defense in an age discrimination action brought by its flight engineers. Western Air Lines, Inc. v. Criswell, 472 U.S. 400, 105 S.Ct. 2743, 2754, 86 L.Ed.2d 321 (1985). See also El Paso Natural Gas Co., 626 F.Supp. at 186.

Free access — add to your briefcase to read the full text and ask questions with AI

Williams v. Hughes Helicopters, Inc., 806 F.2d 1387, 42 Fair Empl. Prac. Cas. (BNA) 1035 (9th Cir. 1986).

806 F.2d 1387 (Williams v. Hughes Helicopters, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related