Wood v. Learjet, Inc.

CourtDistrict Court, D. Kansas
DecidedMarch 1, 2024
Docket2:18-cv-02621
StatusUnknown

This text of Wood v. Learjet, Inc. (Wood v. Learjet, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wood v. Learjet, Inc., (D. Kan. 2024).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF KANSAS

MARK WOOD AND DENNIS PARR, on behalf of themselves and all others similarly situated,

Plaintiffs,

vs. Case No. 18-2621-EFM-GEB

LEARJET, INC. and BOMBARDIER, INC.,

Defendants.

MEMORANDUM AND ORDER

Plaintiffs Mark Wood and Dennis Parr, on behalf of themselves and all others similarly situated, brought a claim against Defendants Learjet, Inc., and Bombardier, Inc., under the Age Discrimination in Employment Act (“ADEA”), 29 U.S.C. § 621 et seq. On June 9, 2021, the Court conditionally certified a collective class under the ADEA based on pattern-or-practice allegations related to Plaintiffs’ terminations. Four additional plaintiffs are in the collective class. Defendants are now before the Court with a Motion to Decertify (Doc. 199). Defendants assert that Plaintiffs cannot demonstrate that they are “similarly situated” within the meaning of 29 U.S.C. § 216(b). For the reasons stated in more detail below, the Court grants Defendants’ motion and decertifies the class. I. Factual and Procedural Background Named Plaintiffs Mark Wood and Dennis Parr filed suit against Defendants Learjet, Inc., and Bombardier, Inc., on November 16, 2018, asserting age discrimination claims and alleging a pattern-or-practice claim of age discrimination. Learjet is a subsidiary of Bombardier, and Learjet operates the Bombardier Flight Test Center (“BFTC”) in Wichita, Kansas. BFTC conducts flight

tests for new and modified airframes. Learjet’s Wichita facility previously included separate design and development functions for the Learjet 85 (“L85”) aircraft. Learjet terminated that program in 2015 and laid off employees who worked on that program by the end of January 2015. Learjet recalled some of the laid-off employees to work at BFTC. The hierarchical structure within the BFTC is: Individual Contributors reporting to a Supervisor or Section Chief, reporting to a Manager, reporting to a Director, and then reporting to the Vice President, Flight Test Center. Learjet managers evaluate salaried employees in an annual Performance Management (“PM”) Process (“PMP”). When a manager or director observes

performance deficiencies, they have discretion to develop a formal, written Performance Improvement Plan (“PIP”) to help monitor and improve an employee’s performance. The manager or director prepares the written document, and Human Resources (“HR”) reviews it. HR staff is not involved in the annual PMP’s. Tom Bisges has been the Vice President, Flight Test Center, since coming to BFTC from the L85 program in January 2015. Andrew Paterson has worked for Bombardier since 1997 primarily in the flight test engineering field. From April 2015 through April 2017, Paterson was Director of Systems Engineering for BFTC. As a Director, he advised and made decisions as to personnel matters within BFTC that affected the budget. Prior to April 2017, he reported directly to Vice President Bisges. Beginning in 2017, Paterson no longer worked in BFTC, but he continued to work with Bisges. Paterson oversaw a number of Managers, Leads, and Section Chiefs. Named Plaintiffs Wood and Parr were within his chain of management, but the four opt-in Plaintiffs were not. In a meeting in either late 2014 or 2015,1 Paterson spoke to L85 employees, including Wood and Parr.

In this meeting, Paterson drew an inverted triangle to represent a large number of older workers (at the top) and a small number of younger workers (at the bottom). Paterson stated that the age balance was upside down, and they needed to reduce the age of the company. Wood states that Bisges repeated Paterson’s comment after Wood’s recall to BFTC in early 2015. Named Plaintiff Mark Wood began working for Learjet in March 2008 as an engineer. He worked as a Principal Engineer Specialist (“PES”) on the L85 program from 2009 until January 2015 when he was notified that he would be laid off as part of the L85 layoff. Learjet recalled him on January 21, 2015, into the BFTC, and he worked in the BFTC Mechanical (Sustaining) area. Wood’s 2015 PM is the only formal review he received as a BFTC employee. Wood first reported

to Supervisor Dan Chocron, who reported to Manager John Allan, who reported to Paterson. Wood’s mid-year and year-end reviews were completed by Chocron. In both reviews, Chocron noted that Wood was struggling to meet his Task Management System (“TMS”) goals. In January 2016, Daniel Menzies became Wood’s supervisor, and Menzies reported to Manager Allan. Menzies required his employees to use TMS, and he designated Wood as a focal to organize and distribute the work of the other propulsion systems engineers. Menzies received

1 Two different dates are asserted in different depositions. The evidence shows that the L85 program lay-off occurred in January 2015, however, and thus the meeting with L85 employees likely occurred in late 2014. complaints about Wood from internal customers because projects were not being timely completed, and he removed Wood as a focal within six months.2 In addition, Menzies spoke with Allan about Wood’s performance, and they both agreed that a PIP was appropriate. Before the PIP was issued, Wood learned of it and met with Betty Welday from HR on June 24, 2016, and with Paterson on June 28, 2016, and stated that he would rather resign than go

through the PIP process. Wood believed that older employees would be loaded up with tasks and could not succeed. Paterson talked Wood out of resigning, and Wood stated that he would focus on improving his performance. On June 30, 2016, Menzies, Welday, and Allan met with Wood to review the PIP. They continued meeting weekly throughout July. By week four, Wood started using TMS. On July 20, 2016, a question arose regarding thrust settings for certain engines. Wood signed off on a thrust rating of 23,000 pounds which was below the 25,000 pounds called for in the flight test plan. On July 27, 2016, the flight crew noticed the discrepancy and deemed the aircraft unsafe to fly. On July 28, 2016, Allan made the decision to end Wood’s PIP and terminate

him for cause because of the safety violation and his ongoing performance issues. Allan did not involve Paterson, Menzies, or Welday in his decision. Wood was terminated on August 3, 2016, at the age of 59. Unknown to Allan, Paterson, Menzies, or Welday, Wood had filed an internal EEO complaint with HR on July 21, 2016, alleging that they discriminated against him because of his age by removing him as focal and placing him on a PIP. Wood reported to HR that Paterson made a statement about the need to reduce the average age of the workforce, that Welday suggested

2 Paterson was not involved in this decision. several times that he could retire or resign instead of completing his PIP, and that his supervisor stated that he was “one of those old guy shop teachers.” Named Plaintiff Dennis Parr first worked at Learjet in 1990. He worked as a Senior Design Specialist beginning in 1999, and at the time of his termination, he worked in the BFTC Avionics (Sustaining) organization. Parr’s 2013 and 2014 PM reviews were completed by Section Chief

James Cephus. In these reviews, Parr was instructed to work on prioritizing his workload. In 2015, Julianne Alexander became Parr’s Section Chief, and she stated in the 2015 year-end review that significant improvements in time management needed to be made. On February 15, 2016, Alexander informed Parr that she had performance concerns and placed him on a 90-day PIP. On March 15, 2016, Matthew Hart replaced Alexander as Parr’s Section Chief. As of April 19, 2019, Parr was still having problems completing his tasks.

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