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 PHYLLIS LEHMAN IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION

 

I, Phyllis Lehman, declare:

            1.         I am a 46 year old female from Liberty, Missouri.  I began working for Wal-Mart in March of 1991 at store # 234 in Liberty, Missouri as an overnight unloader.  The entire time I worked at Wal-Mart I let Wal-Mart know I wanted to move up the ladder into salaried management, but Wal-Mart never gave me the chance to enter the Management Training Program.  Instead, Wal-Mart placed a male with less experience than me in the Management Training Program.

            2.         Within the first few weeks of my employment at Wal-Mart I spoke with either Store Manager Leroy Marvel or Assistant Manager Dean Boyd regarding my interest in entering the Management Training Program.  I was told that in order to be qualified for the program I had to first gain experience as a department manager and as a support manager. 

3.         I then documented my interest in promotion at Wal-Mart on my 90 day evaluation.  I wrote on my evaluation that I wanted to become department manager of foods. See Phyllis Lehman’s 90-Day Evaluation, a true and correct copy is attached hereto as Exhibit A.  I chose this position because I wanted to gain the department manager experience I was told was necessary to reach the Management Training Program and because I knew there was an opening for department manager in the food department.

            4.         My first annual performance evaluation was completed on February 3, 1992.  I was rated as an “above standard” employee.  I reminded Wal-Mart that I had long term goals with the company and I stated on my evaluation that, “I plan to excel with the Wal-Mart family.”  See  Phyllis Lehman’s February 3, 1992 Associate Evaluation Form, a true and correct copy hereto attached as Exhibit B.

5.         In the fall of 1992 Wal-Mart promoted me to department manager of food, which I considered a step closer to the Management Training Program.  Within approximately six months of my promotion, I received a merit raise for increasing sales in the food department. 

6.         I remained the department manager of foods for approximately two and half years.  During that time, I talked to Assistant Manager Ben Abbott several times about my desire to train for an assistant manger position.  I even told him that I felt that if I had been male, that I would have already been given the opportunity to enter the Management Training Program.  Mr. Abbott typically told me to keep up my good performance so that I might be considered for the Management Training Program.  He also frequently reminded me that I would have to relocate with my children in order to enter the Management Training Program.  I told him that relocating did not deter me from pursuing a position in the Management Training Program.  

7.         In January 1995, I received another annual performance evaluation.  Assistant Manager Ben Abbott rated me as “above standard,” the highest rating possible.  I let Wal-Mart know that I continued to be interested in gaining increased responsibility.  I wrote on my performance evaluation that my goals for the year included cross-training at the service desk and gaining an opportunity to have department 3, the stationary department, added to my duties.  See Phyllis Lehman’s January 31, 1995 Associate Self Evaluation, a true and correct copy hereto attached as Exhibit C.

8.         In late spring or early summer of 1995 I gave my two weeks notice to Wal-Mart because I felt that Wal-Mart was not giving me the chance to advance beyond my current position as department manager.  I had been stuck in the department manager position for two and half years despite my good performance evaluations and my repeatedly expressed interest in promotion.  Leroy Marvel, the store manager, and Ben Abbott, an assistant manager, spoke with about my reasons for leaving.  I told them again that I wanted to be an assistant manager at Wal-Mart but I was going to leave because I had not been given any opportunity to progress.  They told me they did not feel that I had enough experience yet to become an assistant manager, but if I would stay, they would promote me to support manager now, and advance me to assistant manager later.  I agreed to those terms and in June 1995 I was promoted to support manager.

9.         I was evaluated in my support manager position in January 1996.  Once again, I was rated as “above standard.”  I was still interested in taking on more responsibility so I wrote on this evaluation that I was hoping that my support manager position would “lead to a position in the assistant manager field.”  See Phyllis Lehman’s January 11, 1996 Associate Evaluation, a true and correct copy hereto attached as Exhibit D.

10.       In February 1996 I was wrongfully accused of exhibiting inappropriate behavior in the workplace and I was reassigned to a position as a day stocker.  Once again though, when I received my next annual performance evaluation, in February 1997, I was rated as “above standard.”

11.       In the spring of 1997 I took a position in Directs Receiving. Within three or four months I was promoted to the Lead Associate of Directs Receiving. 

            12.       I continued to speak to Mr. Marvel and Mr. Abbott about moving into the Management Training Program.  I also told the District Manager Jerome Schneider that I wanted to enter the program.  The District Manager told me I would have to relocate if I entered the program and that such a move would be difficult with children.  He told me to go home and ask my kids if they thought a move would be okay.  I felt like Mr. Schneider’s response to my interest was not sincere, but I did go home and talk to my children.  About a month later I was finally able to track down Mr. Schneider again and I let him know that my family was supportive of the move.  Again he responded that he thought the move would be hard on my kids.  But he said he would see what he could do.  I never heard from him again about it.  When I continued to approach Mr. Schneider about getting into the program, he told me time and again that he would get back to me, but he never did.

13.       In February 1998, I was rated as “outstanding” as Lead Associate in Directs Receiving, the absolute highest evaluation an associate could get.  I also received a merit raise in August 1998.   I continued to excel in this position and in February 1999, was rated as an “above standard” employee.

            14.       In July 2000, Fred Hack, a male associate from my store was promoted into the Management Training Program.  He had only worked at Wal-Mart for two years, compared to my 8 ½ years with Wal-Mart.  Mr. Hack trained in a nearby store and was placed as an assistant manager in a nearby store.  Despite the District Manager’s warnings to me that entering the Management Training Program required relocation, Mr. Hack did not have to relocate when Wal-Mart placed him in the program.

            15.       I was disappointed and frustrated when I saw Mr. Hack’s easy track into the Management Training Program.  I had experience in the highest position of responsibility before crossing the line into salaried management, the support manager position, and I had been a dedicated employee to Wal-Mart for 8 ½ years.  I felt that I was more qualified than Mr. Hack but I was kept out of the Management Training Program because Wal-Mart preferred to have male assistant managers.

16.       In November 2000, I was accused of mishandling merchandise when in fact another associate had misplaced the merchandise. Wal-Mart gave me a decision day.  I was very upset over the unfair treatment.  I decided to end my employment with Wal-Mart to pursue a different career opportunity.

            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.

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            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 _______________________.

 

                                                                                    ______________________________

                                                                                    Phyllis Lehman

 

 

 

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