Meisinger v. Metropolitan Utilities Dist. ( 2015 )


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  •                          IN THE NEBRASKA COURT OF APPEALS
    MEMORANDUM OPINION AND JUDGMENT ON APPEAL
    (Memorandum Web Opinion)
    MEISINGER V. METROPOLITAN UTILITIES DIST.
    NOTICE: THIS OPINION IS NOT DESIGNATED FOR PERMANENT PUBLICATION
    AND MAY NOT BE CITED EXCEPT AS PROVIDED BY NEB. CT. R. APP. P. § 2-102(E).
    SHERRI A. MEISINGER, APPELLANT,
    V.
    METROPOLITAN UTILITIES DISTRICT, APPELLEE.
    Filed March 3, 2015.    No. A-14-051.
    Appeal from the District Court for Douglas County: MARLON A. POLK, Judge. Reversed
    and remanded for further proceedings.
    Abby Osborn and Joy Shiffermiller, of Shiffermiller Law Office, P.C., L.L.O., for
    appellant.
    Mark Mendenhall, of Metropolitan Utilities District of Omaha, for appellee.
    IRWIN, RIEDMANN, and BISHOP, Judges.
    BISHOP, Judge.
    Sherri A. Meisinger appeals from the Douglas County District Court’s grant of summary
    judgment in favor of Metropolitan Utilities District (MUD) on her gender discrimination claim
    arising out of her rejection from a supervisory promotion within MUD. We reverse the summary
    judgment order and remand for further proceedings.
    BACKGROUND
    Meisinger began her career at MUD in 1988 as an intern, and was hired full-time in 1990
    in the drafting department. In 1995, she began working as a field engineer after receiving her
    Bachelor’s degree in Design Engineering Technology. Meisinger was eventually promoted to
    Senior Engineer Tech, Design, where she has worked for the last 13 years. Meisinger’s primary
    duty as a senior engineer tech is to design projects for the field engineers. Meisinger’s position
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    required her to locate MUD’s facilities based off paper, or “as-built” forms. Meisinger’s duties
    also required her to work with outside entities such as the City, State, private entities, and
    contractors, as well as the field engineers, construction crews, and other divisions within MUD.
    On January 27, 2010, MUD posted an inter-department informal notice for an opening
    for a supervisor of field engineering position (which would have been a promotion from
    Meisinger’s pay grade). Included among the requirements in the posting were “two years of
    college in an area related to Engineering,” but a 4-year engineering degree or engineering
    technology degree was preferred. The candidate was also required to have “utility locating
    experience in the last five (5) years preferable in an ongoing capacity but utility locator operator
    qualification is preferred[.]” Previously, the position did not require utility locating experience;
    the male individual retiring from the position was unable to utility locate and was never required
    to attempt to learn how to utility locate.
    According to Meisinger, she first became aware the position was available the day MUD
    posted the informal notice on January 27, 2010. Meisinger was concerned with the statement
    regarding “ongoing” locating because although she had previous locating experience, the posting
    asked for “ongoing” experience. After she saw the posting, Meisinger asked for an opinion from
    her supervisor about that requirement, and he was of the opinion that she should not let the
    requirement stand in her way. Meisinger applied for the position on February 9.
    Stephanie Henn, as the director of plant engineering, was the direct supervisor of the
    open position. According to Henn, she modified the job description to include utility locating
    experience in the last 5 years because she felt the supervisor needed to be able to accurately
    locate utility pipelines when responding to a “hit” or damage report. Henn stated that the
    previous supervisor did not have utility locating experience and could not accurately determine
    liability when responding to a hit. Henn explained that the supervisor of field engineering is one
    of the first MUD employees notified when a hit on a utility pipeline occurs, and works directly
    with MUD’s Claims and Law Departments to determine liability. Henn also stated that she made
    the modification because the position supervises a significant number of utility locators (MUD
    employees whose primary job function is to locate utility pipelines) and field engineers (MUD
    employees whose primary job function is to inspect/coordinate MUD construction crews’ work
    around utility pipelines, as well as locate utility pipelines). Henn felt that it was important that
    the supervisor of the utility locators and field engineers also be able to locate utility pipelines.
    Henn explained that she selected the 5-year timeframe because “It seemed reasonable to me that
    you can look back five years and you would be within -- in a five year period you’re going to be
    pretty proficient at locating if you do it on a regular basis.” Henn agreed that Meisinger had
    experience with MUD’s locating functions and familiarity with MUD’s gas/water main design
    standards. Henn testified that she knew Meisinger because Meisinger was working for MUD
    when Henn began working there, so Henn has worked her whole career with Meisinger.
    Henn interviewed 11 applicants for the position, 8 men, and 3 women (Kris Hartley,
    Meisinger, and Shala Chevalier). On March 24, 2010, Henn made her recommendation to the
    board that Dave Stroebele, a male, be promoted to the position of supervisor of field engineering.
    In Henn’s recommendation letter, she described the various reasons why she selected Stroebele,
    and why she did not select the other 10 candidates. With respect to Meisinger, Henn’s letter
    stated that Meisinger did not meet one of the minimum job description requirements because she
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    had not utility located in over 10 years. Hartley and Chevalier both had ongoing locating
    experience and were operator qualified, and were not eliminated for that reason. Stroebele’s
    promotion was approved in May 2010.
    Stroebele did not have a 2-year degree at the time he was promoted. Henn testified she
    looked at college transcripts of the applicants to see if they had 2 years of engineering-type
    coursework. Henn testified that Stroebele had “some engineering coursework” and believed he
    had 2 years of college work. Stroebele’s transcripts reflect he had approximately 7 to 8 classes
    “related” to engineering; the rest of his coursework appeared to be in general studies (e.g.,
    “English Comp. I, “Human Sexuality,” “Western Tradition I,” etc.).
    Henn testified that although she did not know who would be interested in the job or
    “speculate on what people are going to do,” if there is a promotional opportunity, “knowing what
    the position is, I would think that people who aren’t at that level yet might be interested . . .”
    Meisinger had previously applied for the position in 2003.
    Meisinger believed her rejection was based on gender because: her credentials exceeded
    Stroebele’s (besides the locating requirement), she could do the job, she had more seniority than
    Stroebele, and she felt that the job posting deliberately eliminated her. Meisinger testified in her
    deposition that Henn did not care what Meisinger had to say during the interview; Meisinger
    offered to take the utility locator operator qualified exam and expressed that she did have
    locating experience in the last 5 years, just “[n]ot equipment wise, but paper form” because her
    position required her to go into the field and locate MUD’s facilities off their as-built forms.
    Meisinger’s job is to design projects, so she does go out into the field and locate MUD’s
    facilities off of “as-built” or “paper” forms. Meisinger would have to call a locator or field
    engineer to help her if she needed to locate something because she is not provided with the
    locating equipment; only certain employees within MUD are provided with the equipment.
    Meisinger indicated in her deposition she is able to use the locating equipment, but was “not
    given the chance” to prove it. During her interview with Henn, Meisinger told Henn that she
    would be willing to take the test “there and now” to prove that she could use the equipment from
    her past experience; according to Meisinger, Henn stated “it’s not needed.” Henn stated in her
    deposition that it would not make sense to allow Meisinger to take the written test when “there
    were other candidates who already met the minimum requirement so that seemed reasonable to
    me to -- to take one of the candidates who [was] already qualified.”
    Meisinger believed the locating experience component was added for the purpose of
    eliminating her “based on [Henn] not even acknowledging my locating experience or even any of
    my other qualifications. That’s the only thing that was changed from the previous posting.”
    Meisinger agreed in her deposition that current locating skills are a necessary job component of
    the supervisor of field engineer position, but she believed that once you learn how to locate “it’s
    like riding a bike, you could pick it up very easily.” Meisinger would have required some
    training time or updating time, whereas other candidates would not have required that. Meisinger
    provided examples of other job postings within MUD that required candidates to be certified in
    certain areas, but also permitted candidates to become certified within a certain time period after
    receiving the position (anywhere from 1 to 24 months depending on the position). Henn
    explained that she did not permit the position at issue the same option because “I knew when I
    was going to hire this person that I wanted them to be able to locate right away.”
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    Meisinger believed that Stroebele was “groomed” for the position based on her
    observations during the previous year; Meisinger saw Stroebele at Henn’s desk for half an hour
    every morning and at the end of the day, and did not observe the other senior techs doing that.
    Meisinger also heard the “talk” of the other senior techs because Meisinger’s cubicle was right
    next to theirs at the time; some of the conversations amongst the techs were that Stroebele was
    getting certain “plan projects” that none of the other techs were given the opportunity to do.
    Meisinger filed a complaint with the “NEOC” and “EEOC” on July 16, 2010. On June
    28, 2011, the NEOC provided Meisinger with 90 days to file suit, and on September 12, 2011,
    she filed a complaint and request for jury trial in district court, seeking damages under the
    Nebraska Fair Employment Practice Act (“NFEPA”), Neb. Rev. Stat. § 48-1104 et. seq. (Reissue
    2008). Meisinger alleged she was not promoted on the basis of her sex.
    MUD filed an answer on October 11, 2011, denying the substantive allegations in
    Meisinger’s complaint.
    On November 27, 2013, MUD filed a motion for summary judgment. A hearing on
    MUD’s motion was held December 10. MUD argued that summary judgment was appropriate
    because Meisinger could not meet her prima facie case to show that she was qualified for the
    position because she did not meet the minimum requirements required for the position, which
    stated that the candidate must have ongoing, recent utility locating experience in the last 5 years.
    At the hearing, both MUD and Meisinger requested that the court take judicial notice of
    the trial testimony given in a separate gender discrimination case arising out of the same
    promotional decision, Hartley v. MUD (currently on appeal to this court at case No. A-14-0050),
    and the court stated that it did so. The court received into evidence Henn’s candidate selection
    letter, the informal notice of the position, the job description minimum requirements, affidavits
    from Ron Reisner (Henn’s supervisor) and Henn, Stroebele’s college transcripts, deposition
    testimony from Stroebele, Henn, and Meisinger, and Meisinger’s answers to interrogatories in
    the instant case as well as Hartley and Chevalier’s answers to interrogatories in their separate
    cases.
    The court ruled from the bench at the hearing, stating that Meisinger did not establish a
    prima facie case of discrimination, and that even if she had, MUD articulated a legitimate
    nondiscriminatory reason for its decision not to promote her over Stroebele. The court stated that
    it did not believe the adding of ongoing locating experience was a discriminatory act by MUD,
    and the fact that the previous employee in the position did not have such experience does not
    prevent an employer from adding it as an additional qualification. The court also found that the
    addition of the locating requirement eliminated a male candidate, which further showed “the lack
    of Ms. Meisinger being able to show the minimum qualification.” The additional qualification
    also did not eliminate the other two female applicants, both of whom had locating experience.
    The court stated that Meisinger, in her deposition, acknowledged that she did not have the
    ongoing 5 years of locating experience (although she had previous experience), and although she
    stated she wanted to take the test and could obtain the operator qualification, the court did not
    believe that MUD would be required to allow her or a male applicant or anyone else to try to
    meet the minimum qualifications at the time of the posting.
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    On December 18, 2013, the court entered a written order granting MUD’s motion for
    summary judgment.
    Meisinger timely filed this appeal.
    ASSIGNMENT OF ERROR
    Meisinger assigns four errors on appeal, which we consolidate and restate as follows: the
    trial court erred in granting summary judgment in favor of MUD because there were genuine
    issues of material fact regarding her claim for gender discrimination, and the court did not view
    the evidence in the light most favorable to her as the nonmoving party.
    STANDARD OF REVIEW
    An appellate court will affirm a lower court’s grant of summary judgment if the pleadings
    and admissible evidence offered at the hearing show that there is no genuine issue as to any
    material facts or the ultimate inferences that may be drawn from those facts and that the moving
    party is entitled to judgment as a matter of law. O’Brien v. Bellevue Pub. Sch., 
    289 Neb. 637
    ,
    
    856 N.W.2d 731
    (2014). In reviewing a summary judgment, the court views the evidence in the
    light most favorable to the party against whom the judgment was granted and gives that party the
    benefit of all reasonable inferences deducible from the evidence. 
    Id. ANALYSIS Judicial
    Notice of Testimony from Prior Case.
    We begin by addressing MUD’s claim in its brief that the record on this appeal is
    insufficient for our review because Meisinger did not request in her praecipe for the bill of
    exceptions that the testimony from Hartley v. MUD (which the district court stated it took
    judicial notice of), be prepared for our review in the present appeal. We disagree, and instead
    conclude that the trial court plainly erred when it took judicial notice of that testimony.
    At the summary judgment hearing, both MUD and Meisinger requested that the court
    take judicial notice of the testimony given in a separate but related case, Hartley v. MUD, case
    No. A-14-0050, and the court stated that it did so. Neb. Rev. Stat. § 27-201 (Reissue 2008)
    permits a court to take judicial notice of adjudicative facts. A judicially noticed fact must be one
    not subject to reasonable dispute in that it is either (a) generally known within the territorial
    jurisdiction of the trial court or (b) capable of accurate and ready determination by resort to
    sources whose accuracy cannot reasonably be questioned. § 27-201(2). When cases are
    interwoven and interdependent and the controversy involved has already been considered and
    determined by the court in the former proceedings involving one of the parties now before it, the
    court has a right to examine its own records and take judicial notice of its own proceedings and
    judgments in the former action. Strunk v. Chromy-Strunk, 
    270 Neb. 917
    , 
    708 N.W.2d 821
    (2006). Care should be taken by the court to identify the fact it is noticing, and its justification
    for doing so. 
    Id. An entire
    trial record cannot be said to fall within the definition of a judicially
    noted fact as set out in § 27-201(2). State v. Ryan, 
    233 Neb. 74
    , 
    444 N.W.2d 610
    (1989). See,
    also, Strunk v. 
    Chromy-Strunk, supra
    . Further, “[a] judge cannot consider testimony taken at a
    previous trial in a subsequent trial unless such testimony is admitted into evidence.” Joyce S. v.
    Frank S., 
    6 Neb. Ct. App. 23
    , 30, 
    571 N.W.2d 801
    , 807 (1997) disapproved of on other grounds by
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    Betz v. Betz, 
    254 Neb. 341
    , 
    575 N.W.2d 406
    (1998). The court in Joyce S. went on to note that
    Neb. Rev. Stat. § 27-804(2)(a) (Reissue 2008) provides for the admission of the testimony of a
    witness given at a prior proceeding if the terms of that statute are met, which statute section
    would be unnecessary if the court could simply judicially notice such evidence. Testimony must
    be transcribed, properly certified, marked and made a part of the record. Everson v. O’Kane, 
    11 Neb. Ct. App. 74
    , 
    643 N.W.2d 396
    (2002).
    In the instant case, the court simply took judicial notice of the testimony of Henn,
    Stroebele, and Hartley, in a separate gender discrimination trial against MUD, but such
    testimony was not transcribed, certified, marked, and made part of the record. See 
    Everson, supra
    . The trial court was therefore in error to take judicial notice of it. However, that error is of
    no effect in our review since we reverse the trial court’s summary judgment order on other
    grounds. We conclude that the evidence properly admitted at the summary judgment hearing,
    viewed in the light most favorable to Meisinger, shows that a genuine issue of material fact
    precludes summary judgment in favor of MUD.
    Summary Judgment.
    Our Supreme Court has adopted a three-part test, commonly referred to as the
    “McDonnell Douglas test,” for purposes of construing the NFEPA in disparate treatment cases.
    See Father Flanagan’s Boys’ Home v. Agnew, 
    256 Neb. 394
    , 
    590 N.W.2d 688
    (1999). See also,
    McDonnell Douglas Corp. v. Green, 
    411 U.S. 792
    , 
    93 S. Ct. 1817
    , 
    36 L. Ed. 2d 668
    (1973).
    Although Meisinger argues in her brief that the McDonnell Douglas test does not apply because
    there was “direct evidence of discrimination,” brief for appellant at 19, her argument is
    misplaced. Direct evidence of discrimination consists of “statements by a person with control
    over the employment decision sufficient to prove discrimination without inference or
    presumption.” 
    Agnew, supra, at 404
    , 590 N.W.2d at 695. The statements must reflect a
    “discriminatory or retaliatory attitude correlating to the discrimination or retaliation complained
    of by the employee” and “must be made by a person involved in the challenged decision.” 
    Id. As our
    antidiscrimination acts are patterned after federal law, we look to federal decisions for
    guidance. See Ventura v. State Equal Opportunity Comm’n, 
    246 Neb. 116
    , 
    517 N.W.2d 368
    (1994). For example, in Darchak v. City of Chicago Bd. of Educ., 
    580 F.3d 622
    , 631 (7th Cir.
    2009), the Seventh Circuit concluded that a principal’s derogatory remarks about Polish people,
    including that Hispanic students were “better than Polish” and “deserve[d] more than Polish
    people,” and referring to the plaintiff as a “stupid Polack,” spoke clearly of a discriminatory
    animus towards the plaintiff. See, also, Roberts v. Park Nicollet Health Servs., 
    528 F.3d 1123
    ,
    1128 (8th Cir. 2008) (evidence of direct discrimination where a plaintiff informed her supervisor
    that she was pregnant, and her supervisor sighed and asked, “What are you going to do about the
    pregnancy; are you going to keep it?” and later stated that “with all the problems” that the
    plaintiff might be having soon, termination of her employment was “probably the best
    decision.”). Our record is devoid of any statements by Henn or other MUD supervisors that
    would constitute direct evidence of gender discrimination against Meisinger, and thus, she must
    rely on indirect evidence to prove discrimination pursuant to the McDonnell Douglas framework.
    The three-part McDonnell Douglas test has been set forth by our Supreme Court
    previously:
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    First, the plaintiff has the burden of proving by a preponderance of the evidence a
    prima facie case of discrimination. Second, if the plaintiff succeeds in proving the prima
    facie case, the burden shifts to the defendant “to articulate some legitimate,
    nondiscriminatory reason for the employee’s rejection.” . . . Third, should the defendant
    carry the burden, the plaintiff must then have an opportunity to prove by a preponderance
    of the evidence that the legitimate reasons offered by the defendant were not its true
    reasons, but were a pretext for discrimination.
    Harris v. Misty Lounge, Inc., 
    220 Neb. 678
    , 682, 
    371 N.W.2d 688
    , 691 (1985) (citations omitted)
    (quoting McDonnell Douglas Corp. v. 
    Green, 411 U.S. at 802
    , 93 S. Ct. at 
    1824, 36 L. Ed. 2d at 668
    (1973).
    In order to establish a prima facie case of gender discrimination, the plaintiff must show
    that he or she (1) is a member of a protected class, (2) was qualified to perform the job, (3)
    suffered an adverse employment action, and (4) was treated differently from similarly situated
    persons of the opposite sex. Helvering v. Union Pac. R. Co., 
    13 Neb. Ct. App. 818
    , 
    703 N.W.2d 134
    (2005). It is the plaintiff’s burden to first demonstrate a prima facie case of discrimination.
    See 
    id. MUD argues
    that the evidence reflects that Meisinger cannot establish a prima facie case
    because she did not establish that she was qualified to perform the job, as she did not meet one of
    the posted minimum requirements of the position. However, Meisinger’s allegation of
    discrimination is that she was qualified for the position, but MUD intentionally prevented her
    from establishing that she was qualified for the position. “The prima facie case is meant to be
    flexible, and the elements may vary in each case.” Lincoln Cnty. Sheriff’s Office v. Horne, 
    228 Neb. 473
    , 477, 
    423 N.W.2d 412
    , 416 (1988). In Furnco Construction Corp. v. Waters, 
    438 U.S. 567
    , 577, 
    98 S. Ct. 2943
    , 2949, 
    57 L. Ed. 2d 957
    , 957 (1978), the Court stated that “[t]he method
    suggested in McDonnell Douglas . . . was never intended to be rigid, mechanized, or ritualistic.
    Rather, it is merely a sensible, orderly way to evaluate the evidence in light of common
    experience as it bears on the critical question of discrimination.” It has been stressed that “facts
    necessarily will vary” in discrimination cases, and “the specification . . . of the prima facie proof
    required . . . is not necessarily applicable in every respect to differing factual situations.” 
    Horne, supra, at 478-79
    , 423 N.W.2d at 417 (quoting McDonnell 
    Douglas, supra
    , at n.13). The Eighth
    Circuit has likewise noted that “the requirements of a prima facie case will vary from case to
    case. . . .” Wright v. Stone Container Corp., 
    524 F.2d 1058
    , 1063 (8th Cir. 1975).
    The sole reason proffered by MUD for failing to consider Meisinger was that she did not
    meet the minimum requirements of the position, i.e., that Meisinger did not have locating
    experience in the past 5 years. The job posting stated that the candidate must have “utility
    locating experience in the last five (5) years preferable in an ongoing capacity but utility locator
    operator qualification is preferred[.]” Meisinger testified in her deposition that she did have
    locating experience in the past 5 years, as her position required her to go into the field and locate
    MUD’s gas and water facilities using “as-built” or “paper” forms. Meisinger did not have
    ongoing locating experience using the actual locating equipment, as only certain employees
    within MUD are provided with that equipment, but the job posting as stated above does not limit
    the locating requirement to equipment-locating. Meisinger also testified that she could have, but
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    was denied, the opportunity to take the utility locator operator qualification test to prove she
    could use the equipment from her past experience, and Henn’s only response was “it’s not
    needed.” Meisinger testified that Henn did not care what Meisinger had to say during the
    interview about her locating experience. And, Henn agreed in her deposition that Meisinger had
    experience with MUD’s locating functions and familiarity with MUD’s gas/water main design
    standards. In light of the flexible nature of the prima facie case as stated above, we conclude that
    Meisinger has established a prima facie case for discrimination. See Lincoln Cnty. Sheriff’s
    Office v. Horne, 
    228 Neb. 473
    , 
    423 N.W.2d 412
    (1988). MUD articulated legitimate,
    nondiscriminatory reasons for not promoting Meisinger and for adding the ongoing locating
    requirement; however, it then becomes a question of fact whether MUD’s proffered reasons were
    pretextual, and there are inferences that can be drawn from the evidence that such reasons were
    pretextual. The male individual who previously held the supervisory position was unable to
    utility locate and was never required to learn how to utility locate by Henn. Henn promoted
    Stroebele, a male with less seniority and less education than Meisinger (and with less education
    and seniority than the other two women who were not selected for the position), and there
    appears to be a question of fact whether Stroebele himself even met the minimum requirements
    of the posted position. The position required “two years of college in an area related to
    Engineering,” and Stroebele’s transcripts in evidence reflect that prior to the promotional
    decision, he only had (arguably) between 7 or 8 classes specifically related to engineering-type
    of coursework; his other classes were in general study type of classes such as “English Comp. I,”
    “Human Relations Skills,” “Astronomy,” and “Human Sexuality.” We need not decide whether
    the evidence offered by Meisinger would be sufficient for her to prevail at trial. However, we
    conclude that Meisinger’s evidence, viewed in a light most favorable to her, created a genuine
    issue of fact as to whether the reason offered by MUD for failing to promote her was a pretext
    for an impermissible discrimination. Thus, the trial court erred in granting summary judgment
    for MUD.
    CONCLUSION
    For the foregoing reasons, we reverse and remand for further proceedings consistent with
    this opinion.
    REVERSED AND REMANDED FOR
    FURTHER PROCEEDINGS.
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