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Rocco Lombardi v. Julian Castro
675 F. App'x 690
| 9th Cir. | 2017
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Background

  • Rocco Lombardi, a HUD employee, sued under Title VII alleging retaliation for filing prior EEO complaints after being passed over for two promotions (Contract Administrator Oversight Monitor and Senior Project Manager).
  • The district court granted summary judgment for HUD; Lombardi appealed to the Ninth Circuit.
  • Parties agreed Lombardi engaged in protected activity and suffered adverse employment actions; the dispute concerned causation and pretext.
  • The court applied the three-step burden-shifting framework for retaliation claims on summary judgment: prima facie case, employer’s legitimate reason, and plaintiff’s showing of pretext (Brooks framework).
  • The panel required but-for causation for retaliation claims (per Univ. of Tex. Sw. Med. Ctr. v. Nassar) and concluded Lombardi failed to raise a triable issue that retaliatory purpose was a but-for cause of the non-selections.
  • Even assuming a prima facie case, the panel found HUD’s stated reasons (preference for performance-based contract administrator experience and poor interview performance) were legitimate and unrebutted as pretextual; summary judgment affirmed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Lombardi showed a causal link between EEO activity and non-selection Lombardi contends prior EEO filings caused HUD not to select him HUD says other non-retaliatory reasons explain non-selection and no but-for causal link exists Held: Lombardi failed to show but-for causation; causal link not established
Whether the but-for causation standard applies to Title VII retaliation claims Lombardi argued retaliation standard met under conventional prima facie causation HUD relied on Supreme Court precedent requiring but-for causation for retaliation Held: But-for causation required (Nassar) and applied by court
Whether HUD’s stated reasons for selecting other candidates were legitimate Lombardi argues selection reasons were pretext for retaliation HUD points to interview scores, prefabricated questions favoring contract-administration experience, and Lombardi’s poor interview admissions Held: HUD’s reasons legitimate; contemporaneous notes and admissions support them
Whether HUD’s reasons were pretextual Lombardi contends interviewer bias/decisionmaker’s weaknesses show pretext HUD notes another promoted candidate had also engaged in EEO activity and most interviewers lacked retaliatory intent; all agreed Lombardi should not be chosen Held: No triable issue of pretext; summary judgment for HUD affirmed

Key Cases Cited

  • Poland v. Chertoff, 494 F.3d 1174 (9th Cir. 2007) (retaliation prohibited under Title VII)
  • Ray v. Henderson, 217 F.3d 1234 (9th Cir. 2000) (definitions and scope of protected activity and retaliation)
  • Brooks v. City of San Mateo, 229 F.3d 917 (9th Cir. 2000) (three-step burden-shifting framework for retaliation summary judgment)
  • Univ. of Tex. Sw. Med. Ctr. v. Nassar, 133 S. Ct. 2517 (2013) (but-for causation required for retaliation claims)
  • T.B. ex rel. Brenneise v. San Diego Unified Sch. Dist., 806 F.3d 451 (9th Cir. 2015) (applying Nassar but-for causation standard at summary judgment)
Read the full case

Case Details

Case Name: Rocco Lombardi v. Julian Castro
Court Name: Court of Appeals for the Ninth Circuit
Date Published: Jan 11, 2017
Citation: 675 F. App'x 690
Docket Number: 15-55276
Court Abbreviation: 9th Cir.