1 2 3 4 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 5 6 7 8 9 10 11 12 13 14 15 16 SHAUNA MARSHALL (SBN 90641) HASTINGS COLLEGE OF THE LAW 200 McAllister Street San Francisco, CA 94102 Telephone: (415) 565-4685 Facsimile: (415) 626-2860 17 Attorneys for Plaintiffs 18 UNITED STATES DISTRICT COURT 19 20 21 22 NORTHERN DISTRICT OF CALIFORNIA BETTY DUKES, PATRICIA SURGESON, CLEO PAGE, CHRISTINE KWAPNOSKI, DEBORAH GUNTER, KAREN WILLIAMSON AND EDITH ARANA, on behalf of themselves and all others similarly situated, 23 24 25 26 Plaintiff, Case No. C-01-2252 MJJ DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION vs. WAL-MART STORES, INC., Defendant 27 28 1 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION Case No. C-01-2252 MJJ 1 I, VIVIAN CALIMEE, declare that: 2 1. 3 I make this statement on the basis of my personal knowledge and, if called as a witness, could and would testify competently to the facts herein. While employed by Sam’s Club, I 4 have also used the name Vivian Bowie. 5 2. I was hired to work for a Sam’s Club in Joliet, Illinois in 1988 as a Sales 6 7 Representative at $7.00 an hour. In 1990, in order to become an assistant manager, I was required 8 by General Manager Louis Johnson and my Director of Operations [name unknown] to relocate to a 9 Sam’s Club in Madison, Wisconsin. Since 1990, in order to maintain my position as an assistant 10 manager, my General Managers and/or Directors of Operations have required me to relocate to 11 several Sam’s Clubs, including those in Streamwood, Illinois, Naperville, Illinois, Matteson, Illinois 12 and Joliet, Illinois. I understood that I did not have a choice but to transfer to wherever management 13 required. 14 3. My evaluation ratings have always been “met expectations” or “exceeds 15 16 17 expectations.” 4. Since I started at Sam’s Club, I was interested in advancing my career into 18 management. As early as 1991, I began expressing an interest in management to my supervisor. In 19 my 1991 evaluation, I wrote that “I would love the opportunity to become Regional Marketing 20 Director.” Attached hereto as Exhibit A is a true and correct copy of my Management Performance 21 Appraisal and Plan of Action signed on August 2, 1991. 22 5. The following year, I wrote, “My goal is to become a Gen. Mgr. within a year…” 23 Attached hereto as Exhibit B is a true and correct copy of my Management Performance Appraisal 24 25 26 and Plan of Action dated December 4, 1992. 6. Even though I was not promoted as I had hoped in 1992, I continued to believe that, 27 with hard work and perseverance, I would reach my career goal of becoming a general manager. In 28 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION 2 Case No. C-01-2252 MJJ 1 my 1993 evaluation, I again wrote that my goal was to “[b]ecome a General Manager within a year.” 2 Attached hereto as Exhibit C is a true and correct copy of my Management Performance Appraisal 3 and Plan of Action dated July 28, 1993. 4 7. Beginning in 1995, I regularly spoke with Director of Operations Brian Collins 5 during my evaluations about my desire to move up in management. In my 1995 evaluation, I again 6 7 wrote that my goal was “[t]o be promoted to Gen. Mgr. this year or begin[ning] of 1996.” Attached 8 hereto as Exhibit D is a true and correct copy of my Assistant Coach Performance Appraisal and 9 Commitment to Success dated June 6, 1995. I also had many informal meetings with Mr. Collins 10 asking him for advice about what I could do to advance in my career. He once told me to learn 11 operations and keep up with the merchandise. I followed his advice to the letter assuming that these 12 extra efforts would finally bring me a promotion. Again, I was disappointed. 13 8. In 1995, I spoke with Regional Marketing Manager Gina Schieck during my 14 evaluations and in various informal conversations about my interest in advancing in my Sam’s Club 15 16 management career. I also expressed concern to Ms. Schieck that I felt I was being blocked from 17 further advancement. I told her I was not sure why I had not been promoted above an assistant 18 manager position, despite having an excellent record and consistently expressing my interest over 19 several years. She reassured me that she would assist me but gave me no specific advice or 20 information about how I would be able to advance. I am not aware of any actions that she took to 21 assist me after this conversation. 22 9. By 1996, I had been very vocal with several members of management about my 23 desire to move up in management at Sam’s Club. In a meeting with both General Manager Jeff 24 25 Kulesa and Director of Operations Mr. Collins, I expressed concern over why I had not yet moved 26 up in management, despite having been an assistant manager for six years and having an excellent 27 record. I expressed frustration that, had I been promoted when I should have been, I would have 28 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION 3 Case No. C-01-2252 MJJ 1 been making more money and would have been much more advanced in my career. Shortly after 2 this meeting, I received my first and only coaching for what Mr. Kulesa called a “lack of follow-up” 3 and “lack of urgency.” I later heard from a male Assistant Manager [name unknown] that he had 4 overheard a conversation between Mr. Kulesa and Mr. Collins about me and specifically about my 5 repeated requests to move up in management. This assistant manager told me that, in this exchange, 6 7 8 9 Mr. Collins suggested to Mr. Kulesa that I receive a write-up to “cool [me] down.” 10. In 1998, while I was working as an assistant manager in the Naperville, Illinois Sam’s Club, the General Manager Gilda Amoroso-Eboli quit and I was told to assume her responsibilities 10 for several months. The store also had no co-manager and I assumed these responsibilities as well. I 11 spoke with Director of Operations Collins when he visited the store about my interest in the open co- 12 manager position. Despite having been an assistant manager for eight years and having successfully 13 fulfilled my duties as acting co-manager and general manager, a male, Ron Suggs, was brought in 14 from another store to fill the co-manager position. He was a good friend of Mr. Collins. 15 16 11. In 1999, Trip Gannon replaced Brian Collins as the Director of Operations. I spoke 17 with Mr. Gannon about my interest in being promoted, including my goal of running my own store 18 as a General Manager. Mr. Gannon told me that if I wanted to be promoted, I would have to prove 19 myself to him. I felt this was unfair because I had spent the previous nine years proving myself in 20 my position as an Assistant Manager and I had an excellent record. 21 12. By 2000, I had been an Assistant Manager for 10 years. Despite repeatedly 22 expressing an interest in moving into a general manager position since 1992, I had not yet been 23 promoted. In my 2000 evaluation I again wrote, “I look forward to becoming a General Manager in 24 25 the near future.” Attached hereto as Exhibit E is a true and correct copy of my Sam’s Club 26 Performance Planning and Review for Business Manager dated March 10, 2000. I continued to 27 regularly speak with Mr. Gannon about my interest in becoming a general manager. I told him that I 28 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION 4 Case No. C-01-2252 MJJ 1 felt I was being blocked from advancing in my career and that I did not feel listened to or supported. 2 Mr. Gannon promised me he would look into my concerns but he never got back to me. 3 13. Feeling that my own supervisors were indifferent to my concerns, I decided to speak 4 with the Director of Operations of a different region, Bob Miller. I set up a meeting with him but he 5 failed to show up, later claiming that he had forgotten about it. I then scheduled a second meeting 6 7 with him. When we finally met, I told him about my interest in moving up in management and 8 running my own Sam’s Club as a General Manager. He told me that he liked my attitude and spirit 9 but he did not commit to helping me, only stating that he needed more time to get to know my skills. 10 I also asked whether there was anything I could do to improve my chances for a promotion. Mr. 11 Miller told me that, with my character and ambition, I would become a General Manager “soon.” It 12 was frustrating to me that those to whom I had expressed an interest in advancing in my 13 management career continued to be promoted and replaced so that I was left having to prove myself 14 over and over to each new group of supervisors. 15 16 14. Later in 2000, I learned that the General Manager position of the Joliet, Illinois Sam’s 17 Club was open. I spoke with Director of Operations Collins about my interest in the position but he 18 told me it was not my “time” yet. He told me, “timing is everything.” I did not understand what he 19 meant by that, especially since I had been an Assistant Manager already for 10 years. I finally asked 20 him what was it about me he did not like. I told him I had done everything he asked me to do, 21 including implementing programs, learning about operations, etc. In desperation, I asked, “What 22 more could I do?” Mr. Collins was vague and unresponsive. This was extremely discouraging to 23 me, especially when I found out that a less qualified male, Rodney Crockett, got the General 24 25 Manager position. Less than six months later, Mr. Crockett left but, before I even knew the position 26 was open, another male, Duane Ebach, got the position. The position was never posted and I did not 27 have an opportunity to express my interest. I complained to the new Director of Operations, Larry 28 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION 5 Case No. C-01-2252 MJJ 1 [last name unknown], who told me there was nothing he could do about it because it had been 2 decided before he came. I contemplated complaining to a higher level of management but I 3 continued to be concerned about retaliation and did not want to risk it. 4 15. During my time as an assistant manager, I trained males who were hired after I was 5 and who were promoted to co-manager and general manager positions while I was being told it was 6 7 not “my time” yet. They included Dave Tanner, the General Manager of the Joliet, Illinois Sam’s 8 Club, whom I trained while we were in Matteson, Illinois, and Billy Herod, the General Manager of 9 a Sam’s Club in Detroit, Michigan, whom I trained in 1989 in Joliet, Illinois. 10 16. In 2000, I injured my back while carrying boxes at the Joliet, Illinois Sam’s Club. I 11 have had to take several leaves of absence and, as of February 2002, I have been unable to work due 12 to this injury. In May 2002, my doctor released me for light duty, but I was told that Sam’s Club 13 would not take me back until I was fully healed. I am currently not employed. 14 15 16 I declare under penalty of perjury of the laws of the United States and of the State of 17 California, that the foregoing is true and correct. I signed this on _____________, 2003 in 18 _____________. 19 20 ____________________________________ Vivian Calimee, Declarant 21 22 23 24 25 26 27 28 6 DECLARATION OF VIVIAN CALIMEE IN SUPPORT OF PLAINTIFFS’ MOTION FOR CLASS CERTIFICATION Case No. C-01-2252 MJJ