BRAD SELIGMAN (SBN 083838)

JOCELYN D. LARKIN (SBN 110817)

THE IMPACT FUND

125 University Avenue

Berkeley, CA 94710

Telephone:        (510) 845-3473

Facsimile:         (510) 845-3654

 

JOSEPH SELLERS

CHRISTINE WEBBER

COHEN, MILSTEIN, HAUSFELD & TOLL

West Tower – Suite 500

1100 New York Avenue

Washington, D.C. 20005-3964

Telephone:        (202) 408-4600

Facsimile:         (202) 408-4699

 

SHEILA Y. THOMAS (SBN 161403)

DEBRA A. SMITH (SBN 147863)

EQUAL RIGHTS ADVOCATES

1663 Mission Street, Suite 250

San Francisco, CA 94103

Telephone:        (415) 621-0672

Facsimile:         (415) 621-6744

STEPHEN TINKLER

MERIT BENNETT

TINKLER & BENNETT

309 Johnson Street

Santa Fe, New Mexico 87501

Telephone:        (505) 986-0269

Facsimile:         (505) 982-6698

 

 

STEVE STEMERMAN (SBN 067690)

ELIZABETH LAWRENCE (SBN 111781)

DAVIS, COWELL & BOWE

100 Van Ness Avenue, 20th Floor

San Francisco, CA 94102

Telephone:        (415) 626-1880

Facsimile:         (415) 626-2860

 

DEBRA GARDNER

PUBLIC JUSTICE CENTER

500 East Lexington Street

Baltimore, MD 21202

Telephone:        (410) 625-9409

Facsimile:         (410) 625-9423

 

SHAUNA MARSHALL (SBN 90641)

HASTINGS COLLEGE OF THE LAW

200 McAllister Street

San Francisco, CA 94102

Telephone:        (415) 565-4685

Facsimile:       (415) 565-4854

 

Attorneys for Plaintiffs

 

UNITED STATES DISTRICT COURT

 

NORTHERN DISTRICT OF CALIFORNIA

 

BETTY DUKES, PATRICIA SURGESON, EDITH ARANA, DEBORAH GUNTER, CHRISTINE KWAPNOSKI, CLEO PAGE, KAREN WILLIAMSON, on behalf of themselves and all others similarly situated,

 

                        Plaintiff,

            vs.

WAL-MART STORES, INC.,

                        Defendant

Case No. C-01-2252 MJJ

 

 

 

 

DECLARATION OF CECILIA HARRISON IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION

 

I, Cecilia Harrison, declare:

            1.         I am a 41 year old African-American female who lives in Tooele, Utah.  I began working for Wal-Mart at the Home Office in 1992.  I entered the Management Training Program in 1997 and became an Assistant Manager.  Becoming Store Manager of my own Wal-Mart store was my goal at Wal-Mart.  I applied for over ten Co-Manager positions, the step between Assistant Manager and Store Manager, but Wal-Mart never promoted me.  After four years of observing Wal-Mart promote male Assistant Managers to Co-Managers and observing Wal-Mart recruit males from outside the company for Co-Manager positions, I felt that because I was the wrong gender, Wal-Mart was not going to give me the opportunity to advance past my Assistant Manager position.  In 2000, I terminated my employment with Wal-Mart due to the lack of career advancement opportunities for me, as a female.

            2.         Before I began my employment at Wal-Mart I had over 10 years of experience in the import merchandise field.  In 1992, my husband and I relocated to Rogers, Arkansas.  I applied for a position at the Wal-Mart home office in Bentonville, Arkansas.  I was hired in the import section of the international merchandising department.

3.         My first job was in a clerical position.  Within a month, Wal-Mart promoted me to an Import Analyst/Customs Coordinator position.  In this position I was responsible for reviewing Wal-Mart’s importation quotes from its broker and finding any discrepancies or errors within the broker’s U.S. Custom’s filings.

4.         Within six months of beginning my Wal-Mart employment, I recovered for Wal-Mart a large sum in overpaid import taxes.  I was rewarded with the “Yes We Can Sam” award and I was soon chosen to work with Wal-Mart executives on Wal-Mart’s Foreign Trade Zone logistics team, which entailed that I travel with executives to Buckeye, Arizona and help develop the Foreign Trade Zone’s warehouse.  I was a member of this team during 1993 and 1994.

5.         I received my first annual performance evaluation in September 1993 and was rated as “exceeds expectations.”  I communicated my career goals with Wal-Mart on the evaluation.  I wrote: “Goals:…work towards a management position with in Wal-Mart.” See Cecilia Harrison’s September 1993 Performance Evaluation, a true and correct copy attached hereto as Exhibit A.

6.         While at the Home Office I decided to grasp as much knowledge as I could about as many facets of the company as possible, so that I would be attractive to Wal-Mart for a salaried management position.  I requested and received a transfer to a Merchandise Assistant position in 1994.  In that position, I learned Wal-Mart’s company-wide merchandising practices and policies and I assisted Clifford Young, buyer for Department 82, impulse merchandising.  I worked on merchandise projects that trickled down to every Wal-Mart store.  For example, I fully developed and designed Wal-Mart’s Balloon Program, creating the standards for balloon display and sales procedure implemented in all Wal-Mart stores.

7.         In 1995 I moved into a Modular Planner position to learn another aspect of Wal-Mart operations.  I became Modular Planner for department 82, impulse merchandise.  A modular is a store product display area.  The smallest detail of each product’s layout at each Wal-Mart store is designed and controlled by Modular Planners at the Home Office.  As Modular Planner for department 82, I controlled the merchandise layouts for food, checkouts, clip strips, and the tobacco products for the entire chain of Wal-Mart stores.   

8.         While I was an employee at the Home Office I saw that the Home Office controls every aspect of a store.  Guidelines are created in the Home Office, including the guidelines governing merchandise selection and displays, as well as personnel policies.

            9.         In 1997, after I had been with Wal-Mart almost five years, my husband reported to Georgia for army training.  I approached J.R. Campbell, who was the Senior Vice-President over my department, and expressed interest in transferring to a Wal-Mart store.  I told Mr. Campbell that I did not want to give up my employment with Wal-Mart and that I wanted to become a member of salaried management on the store level.  Mr. Campbell provided me a written recommendation supporting my entry into the Management Training Program.

10.       I was accepted into an accelerated Management Training Program at the Martinez, Georgia Wal-Mart store.   When I completed the program, I received an “above average” rating on my training program evaluation.  While in the Management Training Program, I let Store Manager John Vail and Co-Manager Tom White know that I wanted to work my way into a Co-Manager position and then eventually manage my own store.

            11.       About the time I finished the Management Training Program my husband was stationed in California. Therefore, I asked to be transferred to an Assistant Manager position in California.  I transferred to the Wal-Mart store in Paso Robles, California in September 1997. 

            12.       I informed Paso Robles Store Manager Nick Sigala and District Manager Ron Smoot that I was interested in being promoted in January 1998, during my first annual evaluation as an Assistant Manager.  I wrote on my evaluation that I wanted to take the next step, to Co-Manager.  See Cecilia Harrison’s January 1998 performance evaluation, a true and correct copy hereto attached as Exhibit B. 

            13.       Nick Sigala remained the Store Manager at the Paso Robles store for approximately my first year as Assistant Manager there.  During that time Nick Sigala treated female Assistant Managers differently than male Assistant Managers.  If a problem occurred at the store he yelled at the female Assistant Managers, which included Lissa Remington, Sherrie Logan and me.  However, he never yelled at the male Assistant Managers, Greg French and Kenny Johnson.  Mr. Sigala ranted and raved at the females on a daily basis, unless he was asking us to do extra work for him, such as preparing his presentations for district meetings.  I never observed him treating the male Assistant Managers rudely.  He chose the male Assistant Managers to be his buddies.  He golfed with them.  He even tried to get Mr. French and Mr. Johnson a transfer to his new store, when he transferred.  Store Manager Sigala did not befriend any female Assistant Managers.

            14.       After two years as Assistant Manager in the Paso Robles store, I transferred to a Wal-Mart in Orem, Utah, because my husband was hired by a company in Utah. 

            15.       Once my family was in Utah, my husband and I had a discussion about my future at Wal-Mart.  We talked about how I wanted to become a Wal-Mart Co-Manager and then a Store Manager.  My husband had been honorably discharged from the army, so the army no longer dictated our residence.    My husband and I agreed that from that point on, where our family lived would be dictated by my career with Wal-Mart.  We knew that many promotions were out of state and we were willing to move anywhere.

            16.       I started working at the Orem Wal-Mart store in March 1999.  I was assigned to be Assistant Manager of soft lines and front end.  Within six months I was promoted to the Lead Assistant Manager of the store.  As Lead Assistant Manager I was charged with the additional responsibility of creating the Assistant Manager schedules and running Store Manager and Co-Manager reports when those managers were busy or unavailable.

            17.       My Store Manager, John Reynolds, also chose me to be the Orem Wal-Mart’s closing Assistant Manager.  This means that I was the regularly scheduled Assistant Manager on the 2 p.m. to closing shift.  Within six months I made such an impact on the Orem’s store operations and the employees’ morale, including dramatically improving the store’s readiness for the morning crew, that the District Manager, Jim Curtis, requested that I give a presentation to all Utah Store Managers.

            18.       Throughout my employment in the Orem store, I let District Manager Jim Curtis and Store Manager John Reynolds know I was always looking for the next step in my career, to become a Co-Manager.

            19.       John Reynolds completed my first evaluation in the Orem Wal-Mart in February of 2000.  He rated me as “exceeds expectations.”  Jim Curtis was present during this evaluation.  As I had done consistently during my year at the Orem store, I discussed with Mr. Curtis and Mr. Reynolds my desire to be promoted.  I also wrote in the personal goals sections of the evaluation that I wanted to become a Specialty Division Manager or Division 1 Co-Manager.  See Cecilia Harrison’s February 10, 2000 Management Performance Appraisal, a true and correct copy hereto attached as Exhibit C.  

            20.       I applied for numerous Co-Manager positions while I was in the Orem Wal-Mart.  Each position was posted over the Pipeline, Wal-Mart’s computerized communication network.  Each position listed specific requirements…e.g. the store was seeking a Co-Manager with X amount of years as Assistant Manager and X or above on the applicant’s last performance evaluation.  After applying for a position over the Pipeline, the applicant’s District Manager, in my case , Jim Curtis, had to recommend that individual in order to be considered for the Co-Manager position.

21.        I read the requirements for each position for which I applied.  I always made sure I had the requisite evaluation rating and experience before I applied for the position.  In fact, the computer system would not let you proceed if your responses to the application questions indicated you did not meet the posted requirements.  Out of the numerous positions for which I applied, I recall that one was in North Carolina, one was in Michigan and one was in Massachusetts.  None of the stores I applied at ever responded to my application.  Jim Curtis did not recommend me for the Massachusetts position and I am unaware of any positions for which Mr. Curtis did recommend me.

22.         I feel that Jim Curtis did not recommend for a Co-Manager position because I am female.  Jim Curtis promoted several males out of the Assistant Manager position into Co-Manager positions or provided them the needed recommendation to receive the promotions outside the district.  For example, he promoted Assistant Managers Ted Jones and Jeffrey Robbins from the Riverdale store, Mark Pierson from the Layton store and Pat Keen and Craig Williams from my store in Orem. 

23.       District Manager Jim Curtis also hired males with no prior Wal-Mart history from outside the company straight into Co-Manager positions.  I never saw him hire a female into a Co-Manager position who was from outside the company.  I also never saw him promote a female Assistant Manager during my employment at Wal-Mart.       

24.       After two years at the Orem Wal-Mart, approximately in the spring of 2001, I was suddenly, and without notice, transferred to the Taylorsville store.  The transfer occurred while I was having surgery on emergency sick leave.  I never knew of any male Assistant Managers who were transferred without discussion and without prior notice.  I asked John Reynolds why I was transferred to the Taylorsville store.  He said he did not know and that he was not given prior notice either. 

25.       Shortly after I was transferred to the Taylorsville store, Jim Curtis’ district was restructured.  Leonard Falcon became my District Manager.

26.       Within about four months of my transfer to the Taylorsville store, I had my first meeting with District Manager Leonard Falcon.  I told Mr. Falcon that I was seeking a promotion to Co-Manager.  I had recently received another “above-standard” rating, I had a visibly good impact on the Taylorsville store and I was now Lead Closing Assistant Manager in my second store in Utah.  Leonard Falcon told me “Well, I just came to the district, I really don’t know you, so it will take some time before I could promote you to Co-Manager.” 

27.       At first I tried not to be discouraged by Mr. Falcon’s alleged desire to get to know me before he promoted me.  I continued to apply for Co-Manager positions for my final months at Wal-Mart.  I applied for at least six positions when I was in the Taylorsville store.  Even though I met the qualifications for the position, I was never contacted or interviewed for any of the Co-Manager positions. 

28.       I did not understand why I was not receiving job offers or even interview opportunities when I had earned the Lead Assistant Manager position in both of my Utah stores.  I felt my career advancement was stifled by Mr. Falcon and was previously stifled by Jim Curtis.  I was nothing less than mortified when I saw the constant stream of males receiving promotions instead of me.

29.       I am familiar with Wal-Mart’s Store Manager and Co-Manager bonus program.  Co-Manager’s receive profit bonuses which are a percentage of the Store Manager’s Store Profit Bonus. The higher the profit, the higher the bonus that Co-Manager receives.   The Co-Manager’s bonus is typically more that $10,000.  While I was at Wal-Mart, Assistant Managers received bonuses on the same scale as hourly associates.  The highest bonus an Assistant Manager could receive was double the share of an hourly associate, if that Assistant Manager had an above standard evaluation.  I was rated “above standard” and in my case I never received more than a $1,500 bonus from Wal-Mart as an Assistant Manager.

  30.     By the summer of 2000 I was frustrated at being denied Co-Manager positions and frustrated from watching males from outside the company, as well as male Assistant Managers who had never been recognized for benefiting Wal-Mart as I had, placed in these positions.  I had never received any coachings while at Wal-Mart and my performance rating, “exceeds expectations,” qualified me for promotions to Co-Manager positions.  I decided to terminate my employment. 

31.       I lined up new employment at Cargo Link International, a customs import company, before I terminated my employment at Wal-Mart so that I would not have a break in employment.  I was hired as a part-time employee at Cargo Link International and began working there a couple weeks before my last day at Wal-Mart.  Within a month of ending my employment at Wal-Mart, I was working fulltime at Cargo Link International and running my own nail design business on the side.

32.         If I could be confident that Wal-Mart would judge me on my merit and not by my gender, I would be willing to return to Wal-Mart as a Co-Manager.  I have expressed this to Mr. Falcon and Mr. Curtis since leaving my employment at Wal-Mart.

I have personal knowledge of each and every fact set forth in the Declaration, and if called to testify as a witness in this matter, I could and would competently testify to each of these facts.

            I declare under penalty of perjury of the laws of the United States and State of __________________ that the foregoing is true and correct.

            This Declaration was signed by me on ______________________, 2003, at _______________________.

 

                                                                                    ______________________________

Cecilia Harrison

 

 

 

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