Linda Jean QUIGG, Ed.D., Plaintiff-Appellant, v. THOMAS COUNTY SCHOOL DISTRICT, Charles Evans, individually, et al, Defendants-Appellees.
No. 14-14530.
United States Court of Appeals, Eleventh Circuit.
Feb. 22, 2016.
814 F.3d 1227
III. CONCLUSION
For the reasons explained above, we reverse the district court‘s dismissal of the complaint and remand for further proceedings consistent with this opinion.
REVERSED AND REMANDED.
Harlan S. Miller, III, Allan Leroy Parks, Jr., Atlanta, GA, William Phillips Tinkler, Jr., William Tinkler, Jr., Attorney at Law, PC, Decatur, GA, for Plaintiff-Appellant.
Randall C. Farmer, Patrick H. Ouzts, Gregory Doyle Calhoun & Rogers, LLC, Marietta, GA, for Defendant-Appellee.
Before WILSON, WILLIAM PRYOR, and GILMAN,* Circuit Judges.
WILSON, Circuit Judge:
Linda Quigg claims that the Thomas County School District (School District) and five individual members of the School
On appeal, Quigg argues, inter alia, that the district court erred because the summary judgment framework the court applied to her discrimination claims—the McDonnell Douglas1 framework—is not the proper framework for evaluating mixed-motive claims that rely on circumstantial evidence. This threshold issue requires us to identify the appropriate summary judgment framework for analyzing such claims. We conclude that the proper framework for examining mixed-motive claims based on circumstantial evidence is the approach adopted by the Sixth Circuit in White v. Baxter Healthcare Corp., 533 F.3d 381 (6th Cir. 2008)—not the McDonnell Douglas framework. Under the framework set forth in White, “to survive a defendant‘s motion for summary judgment, a ... plaintiff asserting a mixed-motive claim need only produce evidence sufficient to convince a jury that: (1) the defendant took an adverse employment action against the plaintiff; and (2) [a protected characteristic] was a motivating factor for the defendant‘s ad-
Applying the proper mixed-motive framework to Quigg‘s discrimination claims, we hold that the district court erred in granting summary judgment on her claims against the School District and School Board members Scott Morgan and Mark Nesmith. However, we find that the court properly dismissed Quigg‘s remaining discrimination claims, as well as all of her retaliation claims. Therefore, we affirm in part and reverse in part.
I. BACKGROUND
Quigg served as the Assistant Superintendent of the School District from 1998 to 2007. In 2007, she became the Superintendent. The School Board appoints superintendents through term contracts, which are subject to renewal. The School Board consists of seven members, and a majority vote is required to renew a superintendent‘s contract. In appointing Quigg, the School Board granted her a three-year contract. Then, in 2008, the School Board extended her contract by one year, providing for an expiration date in mid-2011.
In 2008, 2009, and 2010, the School Board rated Quigg‘s overall performance as satisfactory or above satisfactory on her annual performance evaluations. Nevertheless, Quigg had a tumultuous relationship with several School Board members during that time. For example, Quigg openly supported opponents of School Board members Kay Streets and Charles Evans during the 2010 School Board election. That same year, the School Board sent documents related to certain School District programs to the Georgia Professional Standards Commission (PSC) because various School Board members had ethical concerns about Quigg‘s administration of the programs. Additionally, although Quigg received an overall satisfactory rating on her 2010 performance evaluation, multiple School Board members reported in their individual evaluations of Quigg that she did not meet expectations on a number of criteria.
Given that Quigg‘s superintendent contract was set to expire in mid-2011, the School Board agreed to meet in February 2011 for a renewal vote on the contract. Prior to the vote, School Board members Morgan and Nesmith encouraged Quigg to reorganize her administration to provide for an assistant superintendent. Morgan and Nesmith told Quigg that she needed a tough “hatchet man” to address school policy implementation—a “guy” she could send to individual schools to “handle” things. Morgan and Nesmith recommended a specific male employee for the position, but Quigg suggested a female employee. In response, Morgan replied: “We have no males in the school system?” And, at another point during a conversation with Nesmith and Quigg about the assistant superintendent position, Morgan stated to Quigg: “[W]hat about a guy in this position? ... I‘m just being honest about that, you know, a guy will—and I was just thinking from the standpoint of an offset.” However, following these comments, Morgan named a female school employee as a possible candidate for the position.
In addition to his conversations with Morgan and Quigg, Nesmith spoke to a parent of a School District student prior to the renewal vote about the superintendent position and the vote. Referring to the position of superintendent, the proposed assistant superintendent position, or alternatively, the office of the superintendent
A couple months before the renewal vote, Quigg expressed uncertainty about the vote. In a December 2010 e-mail, she wrote that she was “having a time with [her] Board” and indicated that at least three School Board members were “not on [her] side.” Quigg later clarified that, as of that time, she did not believe she had the support of Board members Streets, Evans, or Nancy Hiers.
At the beginning of the February 2011 renewal vote meeting, Quigg rejected Morgan‘s and Nesmith‘s assistant superintendent proposal. Instead, Quigg proposed a reorganization plan providing for various “directors” to oversee different aspects of her administration. The School Board then voted five-to-two against renewing Quigg‘s contract. School Board members Streets, Evans, Nesmith, Morgan, and Hiers voted against Quigg. After the vote, Hiers told a School District employee that she voted against Quigg because Quigg “needed a strong male to work under her to handle problems, someone who could get tough.”
A few months after the vote, Quigg filed a complaint with the Equal Employment Opportunity Commission (EEOC) against the School District, alleging sex discrimination and retaliation. The following year—in February 2012—the School District lodged a complaint against Quigg with the PSC. The complaint was partly based on the documents the School Board sent to the PSC in 2010. The PSC found probable cause for the complaint and recommended suspension of Quigg‘s teaching license.
Thereafter, Quigg filed her Title VII and
After the School District and School Board members moved for summary judgment, the court held that Quigg presented only circumstantial evidence of discrimination and, applying the McDonnell Douglas framework, concluded that no triable issues of discrimination exist. The court also found that Quigg‘s various retaliation claims were without merit. Accordingly, the court granted summary judgment to
II. STANDARD OF REVIEW
We review de novo a summary judgment determination, drawing “all reasonable inferences in the light most favorable to the non-moving party.” See Owen v. I.C. Sys., Inc., 629 F.3d 1263, 1270 (11th Cir.2011). Summary judgment may be granted only if “there is no genuine issue as to any material fact and ... the moving party is entitled to a judgment as a matter of law.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 247, 106 S.Ct. 2505, 2510, 91 L.Ed.2d 202 (1986) (quoting
III. TITLE VII AND § 1983 DISCRIMINATION CLAIMS
We first address Quigg‘s Title VII and
Discrimination claims brought under Title VII and
Single-motive and mixed-motive discrimination claims can be established with either direct or circumstantial evidence. See Desert Palace, Inc. v. Costa, 539 U.S. 90, 99-102, 123 S.Ct. 2148, 2154-55, 156 L.Ed.2d 84 (2003); Wilson v. B/E Aerospace, Inc., 376 F.3d 1079, 1085 (11th Cir.2004). Here, Quigg‘s claims are based on circumstantial evidence—the evidence “suggests, but does not prove, a discriminatory motive.”5 See Wilson, 376 F.3d at 1086.
A. The Proper Summary Judgment Framework for Evaluating Mixed-Motive Claims Based on Circumstantial Evidence
To resolve this novel issue, we proceed in three parts. First, we briefly discuss the legal developments that have led to the emergence of circumstantial evidence-based, mixed-motive claims in our circuit. Second, given that this court has primarily used the McDonnell Douglas framework in evaluating circumstantial evidence claims, we consider whether that framework is appropriate in the mixed-motive context. Finally, rejecting the use of that framework, we identify the proper approach—the mixed-motive framework identified in White.
1. Relevant Legal Developments
In Price Waterhouse v. Hopkins,6 the Supreme Court held, for the first time, that an adverse employment action motivated by both legal and illegal reasons constitutes actionable discrimination under Title VII. In a concurring opinion, Justice O‘Connor agreed that an employee can prove discrimination under a mixed-motive theory, but she concluded that the employee must offer direct evidence in support thereof. See id. at 276, 109 S.Ct. at 1804 (O‘Connor, J., concurring).
A few years after Price Waterhouse, Congress amended Title VII by passing
In the years following the passage of
In Desert Palace, the Supreme Court rejected Justice O‘Connor‘s Price Waterhouse “direct evidence” requirement and held that an employee can prove a mixed-motive case with direct or circumstantial evidence. See Desert Palace, 539 U.S. at 101-02, 123 S.Ct. at 2155. In doing so, the Court opened the door to claims like Quigg‘s. Yet, Desert Palace did not resolve the question of the appropriate summary judgment framework for such claims. See id. at 92, 123 S.Ct. at 2150 (solely considering whether circumstantial evidence is adequate to trigger a mixed-motive jury instruction). Hence, the Supreme Court has left this issue to the lower courts to resolve.
2. An Examination of McDonnell Douglas
Our court has primarily used the McDonnell Douglas framework to evaluate circumstantial evidence-based discrimination claims at summary judgment. See, e.g., Vessels v. Atlanta Indep. Sch. Sys., 408 F.3d 763, 767 (11th Cir.2005) (per curiam) (“As [the plaintiff] attempts to prove discriminatory intent by circumstantial evidence, his claims are subject to the McDonnell Douglas methods of proof.“). Given this reliance on the McDonnell Douglas framework and because the district court used that framework to evaluate Quigg‘s claims, we must first consider whether this approach resolves the question before us. It does not. McDonnell Douglas is inappropriate for evaluating mixed-motive claims because it is overly burdensome when applied in the mixed-motive context.
In McDonnell Douglas, the employee brought a single-motive discrimination claim. See 411 U.S. at 801, 93 S.Ct. at 1824. In assessing this claim, the Supreme Court established a three-part burden-shifting framework for determining liability in discrimination cases. Id. at 802-05, 93 S.Ct. at 1824-26. Under that framework, the employee first must show a prima facie case of discrimination. Id. at 802, 93 S.Ct. at 1824. Then, the employer must articulate a legitimate, nondiscriminatory reason for the adverse employment action. Id. at 802-03, 93 S.Ct. at 1824. Finally, the employee has to show that the proffered reason is mere pretext. Id. at 804, 93 S.Ct. at 1825.
This framework is fatally inconsistent with the mixed-motive theory of discrimination because the framework is predicated on proof of a single, “true reason” for an adverse action. See Burdine, 450 U.S. at 256, 101 S.Ct. at 1095. To meet McDonnell Douglas‘s “pretext” requirement, an employee must prove that the “true reason” for an adverse action was illegal. See id., 101 S.Ct. at 1095. In other words, an employee can only meet her burden under McDonnell Douglas by
The Sixth Circuit‘s decision in White lends support to this conclusion. In White, the Sixth Circuit likewise considered for the first time “the appropriate summary judgment framework to apply to mixed-motive claims.” See 533 F.3d at 396. In undertaking this analysis, the court devoted significant attention to McDonnell Douglas. See id. at 400-02. The court concluded that the McDonnell Douglas approach is a single-motive framework—its burden-shifting steps are designed to narrow the possible reasons for an adverse employment action, with the goal of identifying whether discriminatory animus was “the ultimate reason” for the action. See id. at 400-01 (citing Burdine, 450 U.S. at 256, 101 S.Ct. at 1095). The court then found that “this elimination of possible legitimate reasons ... is not needed when assessing whether trial is warranted in mixed-motive cases.... [because] a plaintiff can win [a mixed-motive case] simply by showing that the defendant‘s consideration of a protected characteristic was a motivating factor.” Id. at 401 (internal quotation mark omitted). Based on this finding, the court rejected the McDonnell Douglas approach and established the above-discussed mixed-motive framework. See id. at 400-01. Hence, the Sixth Circuit similarly determined that McDonnell Douglas is inappropriate in the mixed-motive context because it involves a more rigid analysis than is required for mixed-motive claims.
Our rejection of the McDonnell Douglas framework in this context is also supported by the majority of other circuits to consider the issue. The Second, Third, Fifth, and Tenth Circuits have found that mixed-motive cases require an approach that deviates from the McDonnell Douglas framework. See Holcomb v. Iona Coll., 521 F.3d 130, 141–42 (2d Cir.2008) (departing from the traditional McDonnell Douglas framework after holding that “a plaintiff who ... claims that the employer acted with mixed motives is not required to prove that the employer‘s stated reason was a pretext“); Makky v. Chertoff, 541 F.3d 205, 214 (3d Cir.2008) (“The McDonnell Douglas burden-shifting framework does not apply in a mixed-motive case in the way it does in a pretext case because the issue in a mixed-motive case is not whether discrimination played the dispositive role but merely whether it played a motivating part in an employment decision.” (internal quotation marks omitted)); Rachid v. Jack In The Box, Inc., 376 F.3d 305, 312 (5th Cir.2004) (adopting a “modified McDonnell Douglas approach” for
Furthermore, the Fourth, Seventh, Ninth, and D.C. Circuits do not require the use of the McDonnell Douglas framework in mixed-motive cases involving circumstantial evidence. See, e.g., Diamond v. Colonial Life & Acc. Ins. Co., 416 F.3d 310, 318 (4th Cir.2005) (allowing employees to survive a motion for summary judgment through the McDonnell Douglas framework or by simply showing a genuine issue of material fact exists as to whether an illegal reason was a motivating factor in an adverse action); Hossack v. Floor Covering Assocs. of Joliet, Inc., 492 F.3d 853, 860-62 (7th Cir.2007) (same); McGinest v. GTE Serv. Corp., 360 F.3d 1103, 1122 (9th Cir.2004) (same); Fogg v. Gonzales, 492 F.3d 447, 451 & n. * (D.C.Cir.2007) (same).8
In fact, the Eighth Circuit is alone in holding that, post-Desert Palace, the McDonnell Douglas approach must be applied in the present context. See Griffith v. City of Des Moines, 387 F.3d 733, 736 (8th Cir.2004); but see id. at 739-48 (Magnuson, J., concurring specially) (disagreeing with the majority that the ”McDonnell Douglas paradigm” is appropriate for evaluating mixed-motive claims).
3. Identifying the Appropriate Framework
Given that McDonnell Douglas is not appropriate for examining mixed-motive claims at summary judgment, we adopt the framework put forth by the Sixth Circuit in White.9 That framework requires a court to ask only whether a plaintiff has offered “evidence sufficient to convince a jury that: (1) the defendant took an adverse employment action against the plaintiff; and (2) [a protected characteristic] was a motivating factor for the defendant‘s adverse employment action.” See White, 533 F.3d at 400 (internal quotation marks omitted). In other words, the court must determine whether the “plaintiff has presented sufficient evidence for a reasonable jury to conclude, by a preponderance of the evidence, that [her protected characteristic] was a motivating factor for [an] adverse employment decision.” Id. at 401 (quoting Desert Palace, 539 U.S. at 101, 123 S.Ct. at 2155). This approach is consistent with the mixed-motive theory of discrimination and our case law. Additionally, it is supported by precedents from a number of other circuits.
Second, the framework is consistent with our precedents setting forth the guiding legal standard for examining discrimination claims at the summary judgment stage of the case. Although we primarily have relied on McDonnell Douglas when considering circumstantial evidence-based claims at summary judgment, we have held that McDonnell Douglas is not “the sine qua non for a plaintiff to survive a summary judgment motion in an employment discrimination case.” See Smith v. Lockheed-Martin Corp., 644 F.3d 1321, 1328 (11th Cir.2011). Rather, the crux of the analysis at the summary judgment stage is whether the plaintiff has offered sufficient evidence to establish a genuine issue of discrimination. See id. Accordingly, “the plaintiff will always survive summary judgment if [s]he presents circumstantial evidence that creates a triable issue concerning the employer‘s discriminatory intent.” Id.; see also Hamilton v. Southland Christian Sch., Inc., 680 F.3d 1316, 1320 (11th Cir.2012). The framework we adopt from White requires the same analysis emphasized in these precedents—a straightforward inquiry into whether the plaintiff has presented sufficient evidence of mixed-motive discrimination to establish a jury issue.
Finally, a number of other circuits’ approaches to circumstantial evidence-based mixed-motive claims support our adoption of the mixed-motive framework put forth in White. In particular, the Fourth, Seventh, Ninth, and D.C. Circuits likewise require plaintiffs to show only that a genuine issue of material fact exists as to whether an illegal reason was a motivating factor in an adverse employment action. See, e.g., Diamond, 416 F.3d at 318; Hossack, 492 F.3d at 860-62; McGinest, 360 F.3d at 1122; Fogg, 492 F.3d at 451 & n. *.
Having identified the appropriate framework for considering the claims brought by Quigg, we turn to her Title VII and
B. Title VII and § 1983 Claims Against the School District
Quigg asserts the School District is liable for sex discrimination under Title VII and
1. Quigg Has Established a Triable Issue of Mixed-Motive Discrimination
We turn to the mixed-motive framework identified in White to resolve this issue. Given that the School District‘s refusal to renew Quigg‘s contract was clearly an adverse employment action, the only question before us is whether Quigg has presented sufficient evidence for a reasonable jury to conclude that her sex or gender was a motivating factor in the decision not to renew her contract. We conclude that she has met this burden. Various statements made by School Board members Nesmith, Morgan, and Hiers indicate that sex or gender-based bias was a motivating factor in their votes against her. Therefore, a jury could find that illegal bias played a role in the Board‘s decision.
An employee challenging a decision made by a board can succeed on a mixed-motive claim if she demonstrates that “discriminatory input,” such as sex or gender-based bias, factored into the board‘s “decisional process.” See Price Waterhouse, 490 U.S. at 272, 109 S.Ct. at 1802 (O‘Connor, J., concurring). Statements by the board‘s members or others involved with the board‘s decisional process that suggest bias can serve as evidence of discrimination. See id. at 251, 109 S.Ct. at 1791 (plurality opinion) (explaining that “stereotyped remarks can certainly be evidence that gender played a part” in an adverse employment action); Vessels, 408 F.3d at 771 (finding that statements indicating bias in favor of a racial group constituted circumstantial evidence of discrimination); Maddow v. Procter & Gamble Co., 107 F.3d 846, 852 (11th Cir. 1997) (concluding that statements suggesting a preference for younger employees were circumstantial evidence of discrimination). However, “[r]emarks at work that are based on sex stereotypes do not inevitably prove that gender played a part in a particular employment decision.” Price Waterhouse, 490 U.S. at 251, 109 S.Ct. at 1791. When an employee raising a mixed-motive claim relies solely on remarks that indirectly evidence discrimination, the employee must show the circumstances surrounding the remarks create a genuine issue of material fact that the employer “actually relied on her [sex or] gender in making its decision.” See id., 109 S.Ct. at 1791.
Quigg offers the following statements by Nesmith, Morgan, and Hiers as evidence of discrimination: (1) Nesmith‘s statement to a school parent that “it is time to put a man in there“; (2) Morgan‘s and Nesmith‘s recommendation to Quigg that she hire a tough “hatchet man” to serve as assistant superintendent; (3) Morgan‘s statement to Quigg that she should consider a male assistant superintendent because it is important to achieve gender balance in the school administration; and (4) the comment by Hiers shortly after the renewal vote that she voted against Quigg because Quigg “needed a strong male to work under her to handle problems, someone who could get tough.”
These statements indicate that Nesmith, Morgan, and Hiers preferred men—or, at the least, individuals with masculine characteristics—for positions
2. The School District‘s “Same Decision” Defense Fails
The School District asserts that it has successfully raised an affirmative defense to Quigg‘s claims—the “same decision” defense. Section
Under Georgia law, if a majority of the School Board—four members—had voted in favor of renewing Quigg‘s contract, her contract would have been renewed. See
The School District claims it has presented evidence showing that all five Board members who voted against renewal—Streets, Evans, Hiers, Nesmith, and Morgan—would have done so regardless of Quigg‘s sex or gender. We agree with the School District with respect to Streets, Evans, and Hiers, but hold that a triable issue exists as to whether Nesmith and Morgan would have made the same decision absent bias.
The School District argues that Streets, Evans, and Hiers ultimately voted against renewing Quigg‘s contract because they personally clashed with Quigg and felt her performance was subpar. The School District points to several pieces of evidence in support of this assertion. Streets and Evans never made any comments suggesting illegal bias; their deposition testimony and performance evaluations of Quigg show that they felt her performance was inadequate; and their and Quigg‘s deposition testimony demonstrate ongoing personal animosity between them and Quigg, including tension resulting from Quigg‘s negative attitude towards them and her attempt to remove them from the School Board during the 2010 election. Likewise, Hiers rated Quigg as “unacceptable” in several categories on her individual performance evaluation of Quigg in 2010 and testified that Quigg created a toxic atmosphere in the school system. Most importantly, Quigg admitted that, as of December 2010, Streets, Evans, and Hiers were “not on [her] side.”
When this evidence is combined, no genuine issue exists as to whether Hiers, Streets, and Evans would have made the same decision absent illegal bias. Quigg‘s admission a few months before the renewal vote that Streets, Evans, and Hiers were “not on [her] side” is compelling evidence that issues unrelated to Quigg‘s sex or gender dictated their votes. The context surrounding this admission demonstrates that Quigg believed Streets, Evans, and Hiers did not support her because of various personal and professional disagreements. Taken alone, Quigg‘s admission would not be enough to carry the School District‘s burden at summary judgment, but the other evidence showing Streets, Evans, and Hiers had dysfunctional relationships with Quigg and were unsatisfied with her performance confirms that their votes would have been the same regardless of Quigg‘s sex or gender. See Steger v. Gen. Elec. Co., 318 F.3d 1066, 1076 (11th Cir.2003) (“A ‘same decision’ defense can be sufficiently supported by evidence showing ... the plaintiff‘s lack of qualifications ... based on reprimands for poor performance[,] ... a negative attitude, and communication difficulties.“).
Regarding Nesmith and Morgan, we reach a different conclusion. According to the School District, Nesmith and Morgan would have voted against Quigg regardless of her sex or gender because she refused to adopt their reorganization plan. However, the only evidence the School District offers in direct support of this claim is self-serving testimony from Morgan and Nesmith. See Anderson, 477 U.S. at 255, 106 S.Ct. at 2513 (holding that summary judgment on an issue is not appropriate where the issue implicates “[c]redibility determinations“). Furthermore, even assuming that the evidence supported the School District‘s argument, the argument fails on
Because a jury could find that Nesmith and Morgan would have voted differently but for illegal bias, the School District‘s “same decision” defense fails at this stage. If Nesmith and Morgan had voted to renew Quigg‘s contract, Quigg would have obtained the four votes needed for renewal, and the School Board would have made a different decision. Thus, Quigg‘s Title VII and
C. Section 1983 Claims Against School Board Members
Quigg also contends that the district court erred in granting summary judgment on her individual
We hold that summary judgment was proper as to Streets, Evans, and Hiers but inappropriate for Morgan and Nesmith. First, as previously discussed, the “same decision” defense serves as a complete bar to liability in the
IV. TITLE VII RETALIATION CLAIMS
The district court properly granted summary judgment to the School District on both of Quigg‘s Title VII retaliation claims. To prove retaliation, an employee must show that: (1) she engaged in protected activity, such as opposing an unlawful employment practice; (2) she suffered an adverse employment action; and (3) a causal connection exists between the activity and adverse action. Brungart v. BellSouth Telecomm., Inc., 231 F.3d 791, 798 (11th Cir.2000). Quigg‘s claims fail because neither presents a triable issue as to causation.
Quigg first argues that she rejected Nesmith‘s and Morgan‘s reorganization plan because she believed the plan was discriminatory and the School Board voted against her in retaliation for this protected activity. But, even taking the evidence in
Quigg next asserts that the School District engaged in retaliation by filing the PSC ethics complaint against her after she pursued an action with the EEOC. However, the School District raised concerns with the PSC about the subject matter of its complaint well before Quigg‘s EEOC filing, and the School District did not formally lodge the complaint until five months after Quigg‘s EEOC filing. Furthermore, the PSC found “probable cause” following its investigation of the complaint, showing that the School District had legitimate reasons for the complaint. Based on this evidence, no triable issue of causation exists. See Drago v. Jenne, 453 F.3d 1301, 1308 (11th Cir.2006) (dismissing retaliation claim because the employer contemplated the action prior to the protected activity and the adverse action occurred more than three months after the protected activity).
V. CONCLUSION
In sum, we hold that the McDonnell Douglas framework is not applicable to mixed-motive discrimination claims based on circumstantial evidence; instead, the mixed-motive framework set forth in White is the appropriate framework for examining these claims. Applying that framework to Quigg‘s discrimination claims, we conclude that the district court erred in dismissing her Title VII and
AFFIRMED IN PART, REVERSED IN PART.
