Lucas v. Office of the Colorado State Public Defender
705 F. App'x 700
| 10th Cir. | 2017Background
- Roger J. Lucas, a Filipino‑American deputy public defender, repeatedly made unwanted non‑work communications (texts, Facebook messages, gifts, bar confrontation, office intrusions) to a younger female colleague, Catherine Peterson.
- Supervisors warned Lucas and then issued a formal corrective action forbidding any contact with Peterson and requiring work communications be routed through another attorney; it warned dismissal for violations.
- Lucas violated the no‑contact directive multiple times, insisted the directive was discriminatory, threatened to contact the EEOC, and directly emailed Peterson about a work matter after the corrective action.
- The regional head, Carrie Thompson, recommended termination to the State Public Defender, Douglas Wilson; Wilson terminated Lucas the next day.
- Lucas later applied for a contract position with the Office of Alternative Defense Counsel (OADC) but was not hired. He sued under Title VII (race, reverse‑sex discrimination, retaliation), 42 U.S.C. § 1983 (Equal Protection), and Colorado tortious‑interference law against the Defender’s Office, Wilson, and Thompson.
- On cross‑motions for summary judgment, the magistrate judge granted defendants’ motion and denied Lucas’s; the Tenth Circuit affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the corrective action was an adverse employment action for discrimination claims | Lucas: corrective action humiliated him, harmed reputation and future prospects; thus adverse | Defs: disciplinary corrective action without change in status/benefits is not an adverse action | Court: corrective action was not an adverse action (no significant change in employment status) |
| Whether employer must prove proffered nondiscriminatory reason is true before burden shifts | Lucas: employers should be required to prove their stated reason is true | Defs: under McDonnell Douglas/Burdine, employer need only produce a legitimate, non‑discriminatory reason (burden of production, not persuasion) | Court: adhered to binding precedent — employer’s burden is production only; no change |
| Whether Lucas engaged in protected activity supporting a Title VII retaliation claim | Lucas: his threats to contact the EEOC about the corrective action were protected opposition | Defs: Lucas never conveyed that the alleged misconduct was because of a protected class (race/gender) | Court: no protected activity shown — complaints were vague and not tied to discrimination, so retaliation claim fails |
| Whether Thompson/Wilson tortiously interfered with Lucas’s OADC contract prospects | Lucas: circumstantial facts (friendship/communications) allow inference of interference | Defs: OADC director affidavit said decision based on lack of Defender Office references and she had no contact with Thompson/Wilson | Court: summary judgment for defendants — undisputed affidavit evidence defeats interference claim; speculation insufficient |
Key Cases Cited
- McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973) (burden‑shifting framework for circumstantial discrimination claims)
- Tex. Dep’t of Cmty. Affairs v. Burdine, 450 U.S. 248 (1981) (employer’s burden is one of production, not persuasion)
- Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133 (2000) (clarifying burdens at summary judgment under McDonnell Douglas)
- St. Mary’s Honor Ctr. v. Hicks, 509 U.S. 502 (1993) (discussing credibility and burden allocation in discrimination cases)
- Burlington N. & Santa Fe Ry. v. White, 548 U.S. 53 (2006) (broader definition of adverse action for retaliation claims)
- Piercy v. Maketa, 480 F.3d 1192 (10th Cir. 2007) (adverse action for discrimination claims limited to actions affecting employment conditions)
- Haynes v. Level 3 Commc’ns, LLC, 456 F.3d 1215 (10th Cir. 2006) (disciplinary warning is not an adverse employment action absent effect on status/benefits)
- DePaula v. Easter Seals El Mirador, 859 F.3d 957 (10th Cir. 2017) (defendant’s articulated reasons need only be legitimate and nondiscriminatory on their face)
- Argo v. Blue Cross & Blue Shield of Kan., Inc., 452 F.3d 1193 (10th Cir. 2006) (reverse‑gender discrimination prima facie standards)
- Hinds v. Sprint/United Mgmt. Co., 523 F.3d 1187 (10th Cir. 2008) (employee’s complaint must convey belief that employer engaged in Title VII‑prohibited conduct to be protected activity)
- Petersen v. Utah Dep’t of Corrs., 301 F.3d 1182 (10th Cir. 2002) (complaints must give adequate notice that Title VII is implicated)
- Amoco Oil Co. v. Ervin, 908 P.2d 493 (Colo. 1995) (elements of tortious interference with prospective business relations under Colorado law)
