POOLER, Circuit Judge, concurs in the judgment in a separate opinion.
The plaintiff-appellant, William Overton, was at all relevant times a dual-capacity Guard Technician under the National Guard Technicians Act of 1968, 32 U.S.C. § 709. As such, he was simultaneously employed by the New York Air National Guard (the “Guard”) in a military capacity, and by the United States Department of the Air Force (the “USAF”) in, at least nominally, a civilian capacity.
Overton brought suit in the United States District Court for the Southern District of New York against the New York State Division of Military and Naval Affairs (which oversees the Guard), the Secretary of the USAF, and two of Overton’s Guard Technician superiors, asserting, inter alia, that racially harassing and retaliatory actions taken toward him by his immediate superior violated Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000e et seq. (“Title VII”). According to Overton’s allegations, the violations occurred while both he and his immediate superior were acting in their civilian capacities.
The district court (Laura Taylor Swain, Judge) granted the defendants’ motion for summary judgment pursuant to Federal Rule of Civil Procedure 56 because Over-ton’s suit “ ‘challenged conduct [that was]
We affirm.
BACKGROUND
The Workplace
In early 1989, Overton began working for the Guard and the USAF as a dual-status Guard Technician in the Electro-Environmental (“ELEN”) shop of the 105th Airlift Wing (“105th AW”) at Stewart Air National Guard Base in New York. The mission of the 105th AW is to conduct strategic airlift operations for the USAF, Air National Guard, USAF Reserves, and other Department of Defense components. It operates, maintains, and deploys thirteen C-5A Galaxy aircraft for use in transporting military personnel and military equipment, such as tanks, trucks, armored personnel carriers, helicopters, and artillery.
As a Guard Technician, Overton was both a civilian aircraft electrician employed by the USAF, see 32 U.S.C. § 709(e) (“A technician ... is an employee of the Department of the Army or the Department of the Air Force, as the case may be, and an employee of the United States.”); see also Roper v. Dep’t of the Army, 832 F.2d 247, 248 (2d Cir.1987) (noting that “employees ... in military departments” are civilian employees and not enlisted personnel), and a reservist in the Guard, see 32 U.S.C. § 709(b) (requiring that a Guard Technician “[b]e a military technician (dual status),” “[b]e a member of the National Guard,” and hold a specified “military grade”). In his civilian capacity as an aircraft electrician, Overton was primarily responsible for inspecting and repairing the environmental systems of C-5A aircraft, including their heating, air conditioning, and pneumatic systems. In his military capacity as a member of the Guard, Overton received training in military skills and trained other members of the Guard. He performed his civilian duties mainly during business hours from Monday to Friday and his military duties for one weekend every month and two weeks every summer.
As a civilian employee of the federal government, Overton was entitled to certain medical and retirement benefits. He was a member of a collective bargaining unit, and a collective bargaining agreement governed his civilian employment.
While acting in his civilian capacity as an aircraft electrician, Overton complied with the statutory requirement that he wear his military uniform, including his military rank insignia.
Overton asserts that his civilian chain of command was different from his military chain of command in that each was determined by a separate so-called “manning”
The Alleged Discriminatory Acts
Overton is African-American. He alleges that in 1990, during the course of his civilian employment, Fletcher, who was at that time his civilian co-worker and immediate military superior, created a hostile work environment by making racially offensive remarks and threatening Overton in a racially offensive manner.
In September 1991, after an internal investigation by Checksfield’s supervisor, Checksfield was removed as ELEN shop supervisor for making “a false statement about an individual and report[ing] an incident that never occurred causing an unnecessary racial situation.” Letter from Lt. Col. Pasquale A. Stramandinoli to Master Sergeant Donald Checksfield 1 (Sept. 11, 1991). Fletcher was promoted to ELEN shop supervisor to replace Checks-field as Overton’s civilian supervisor.
In 1995, Overton filed an equal employment opportunity complaint with the Guard and the USAF. He requested a
In June 1996, Overton was transferred from the ELEN shop to another shop, where he received the same salary, did not interact with Fletcher, and found the working environment “tolerable.” Deposition of William R. Overton, July 19, 2001, at 266. Nonetheless, on June 4, 1998, Overton resigned from his civilian post and requested a discharge from his military position. He was honorably discharged from the Guard the following day. Over-ton alleges that his transfer was in retaliation for his discrimination complaints. The defendants assert that it was in response to the needs of the base. Overton contends that, in either case, he resigned because his transfer “curtailed any possibility of future advancement” in the 105th AW. Declaration of William R. Overton dated Nov. 12, 2001 ¶ 22, at 6.
The Lawsuit
On March 9, 2000, Overton instituted this lawsuit by filing a complaint in the United States District Court for the Southern District of New York. He alleges that the defendants violated his rights under the New York Human Rights Law, the Equal Protection Clause of the Fourteenth Amendment, and Title VII. On August 10, 2001, following completion of discovery, the defendants moved for summary judgment. Overton conceded at that time that his state-law and federal constitutional claims should be dismissed. Overton,
The district court granted the defendants’ motion for summary judgment on Overton’s Title VII claim, holding that it was nonjusticiable because the behavior at issue was “integrally related to the military’s structure.” Id.,
Overton appeals.
DISCUSSION
The Feres Doctrine of intra-military immunity bars a lawsuit if “the injuries [for which a plaintiff seeks to recover] arise out of or are in the course of activity incident to [the plaintiffs military] ser
I. Standard of Review
We review a district court’s grant of summary judgment de novo, construing the evidence in the light most favorable to the non-moving party. Tenenbaum v. Williams,
II. Intra-Military Immunity
A. The Feres Doctrine
The Supreme Court first recognized the doctrine of intra-military immunity in Feres v. United States,
The Supreme Court has observed that the Feres doctrine is designed in large
In the last analysis, Feres seems best explained by “the peculiar and special relationship of the soldier to his superiors, the effects of the maintenance of such suits on discipline, and the extreme results that might obtain if suits under the Tort Claims Act were allowed for negligent orders given or negligent acts committed in the course of military duty.”
United States v. Muniz,
The Feres doctrine also acts to prevent federal courts from exercising constitutional powers that are delegated to Congress and the Executive Branch.
[J]udges are not given the task of running the Army. The responsibility for setting up channels through which such grievances can be considered and fairly settled rests upon the Congress and upon the President of the United States and his subordinates. The military constitutes a specialized community governed by a separate discipline from that of the civilian. Orderly government requires that the judiciary be as scrupulous not to interfere with legitimate Army matters as the Army must be scrupulous not to intervene in judicial matters.
Orloff v. Willoughby,
Inasmuch as the Feres doctrine only bars suit “where the injuries arise out of or are in the course of activity incident to [military] service,” Stanley,
At the same time, courts have recognized that the “incident to military service” test may bar a claim in federal court even though its pursuit, under the particular circumstances of the case, might not weaken military discipline or interfere with discretion as to military matters. See Stanley,
A test for liability that depends on the extent to which particular suits would call into question military discipline and decisionmaking would itself require judicial inquiry into, and hence intrusion upon, military matters. Whether a case implicates those concerns would often be problematic, raising the prospect of compelled depositions and trial testimony by military officers concerning the details of their military commands. Even putting aside the risk of erroneous judicial conclusions (which would becloud military decisionmaking), the mere process of arriving at correct conclusions would disrupt the military regime. The “incident to service” test, by contrast, provides a line that is relatively clear and that can be discerned with less extensive inquiry into military matters.
Id. at 682-83,
B. The Feres Doctrine Applied to Lawsuits by Guard Technicians
The Feres doctrine’s bar to lawsuits that are “incident to military service” has generally been applied to suits by Guard Technicians arising while they are being paid as civilian employees. Despite the fact that their employment may be denominated civilian, the duties that they are performing are typically military in nature. Although the Supreme Court has not decided whether the Feres doctrine applies to a Guard Technician’s lawsuit arising from his or her dual-status employment and brought against another Guard Technician, the state, or the federal government, the Circuit Courts of Appeals have: They have nearly unanimously applied the Feres doctrine to bar such suits. See, e.g., Fisher v. Peters,
First, a Guard Technician’s employment as a civilian is ordinarily in support of a mission that is ultimately military in nature. The broad purpose of the National Guard Technicians Act of 1968, 32 U.S.C. § 709, which grants Guard Technicians their dual status, is to “insure that the military mission of the National Guard ... be carried out effectively and efficiently.” Am. Fed’n of Gov’t Employees v. Fed. Labor Relations Auth.,
Thus, the civilian employment of Guard Technicians is often incident to military service. “[A] suit based upon service-related activity necessarily implicates the military judgments and decisions that are inextricably intertwined with the conduct of the military mission.... Civilian employees of the Government also may play an integral role in military activities.” United States v. Johnson,
Second, there are concerns about the intrusive nature of the inquiry that would be necessary for a federal court to disentangle a plaintiffs civilian and military duties if the Feres doctrine were applicable only to suits arising out of the latter. “[T]he mere process of arriving at correct conclusions would disrupt the military regime.” Stanley,
In a decision with a setting strikingly similar to the present one, Stauber v.
Overton has not argued that his claims are not “incident to military service,” as he might have. That issue is therefore not before us. See Chayoon v. Chao,
III. Title VTI’s Exception to the Feres Doctrine
Although Overton does not contest that the injuries for which he seeks redress arose from activities “incident to military service,” the application of the Feres doctrine to Title VII actions such as the one before us is not entirely straightforward. “[Feres] is a judicial doctrine leaving matters incident to service to the military” but only “in the absence of congressional direction to the contrary.” Stauber,
A. Section 2000e-16
The provision of Title VII under which Overton brings suit, 42 U.S.C. § 2000e-16, reads in pertinent part:
(a) Discriminatory practices prohibited
All personnel actions affecting employees or applicants for employment ... in military departments as defined in section 102 of Title 5, [which includes the Department of the Air Force,] ... shall be made free from any discrimination based on race, color, religion, sex, or national origin.
These protections apply only to civilian employees of the military. Roper,
As far as we have been able to determine, each Circuit to address this issue has held on the facts before it that a section 2000e-16 action brought by a Guard Technician could not proceed in the face of the Feres doctrine. The Circuits have differed, though, in their analysis.
The Sixth Circuit has held that section 2000e-16 never supersedes the Feres doctrine in an action by a Guard Technician, even if the alleged harassment arises in the course of his or her civilian employment. Fisher,
The Fifth Circuit, by contrast, has read section 2000e-16 explicitly, but partially, to override the Feres doctrine. Brown,
We addressed the tension between the Feres doctrine and section 2000e-16 in Luckett v. Bure,
We again apply the two tests described in Luckett to determine whether Overton’s claim falls within Title VII’s exception to the Feres doctrine.
B. Overton’s Claim
Overton asserts that his Title VII claim is different from those asserted by the plaintiffs in Luckett, Brown, Fisher, and Mier. In all of those cases, the plaintiffs challenged decisions regarding their military status in the National Guard. Because a military decision was at the core of each case, it was ultimately easy to conclude that whatever the test, section 2000e-16 did not override the operation of the Feres doctrine. But Overton’s claim focuses on Fletcher’s behavior toward Overton on weekdays during business hours, when both were performing what Overton asserts were purely civilian duties not integrally related to the military’s unique structure. We disagree with Over-ton’s characterization and therefore conclude that in the factual circumstances of this case, section 2000e-16 does not overcome the Feres bar.
Because Overton’s suit would likely intrude into and have an impact upon his military relationship with Fletcher, we conclude that Overton challenges conduct “integrally related to the military’s unique structure,” and that the relationships and behavior that are the subject of his suit were not “purely civilian.” Overton therefore cannot pursue his Title VII claim in federal court. At the end of the day, we find nothing in the text or history of section 2000e-16(a) or its judicial interpretation to convince us that it constitutes a clear statutory command not to apply the Feres doctrine to Overton’s claims. See Roper,
We see no reason and the government does not seek to persuade us,
CONCLUSION
The actions of Fletcher toward Overton to which Overton has testified, and the
POOLER, Circuit Judge, concurring in the judgment.
I concur in the judgment. Regretfully and respectfully, I cannot concur in the majority’s reasoning, as set forth in Section III of the opinion, because I find that its analysis contains two central flaws. First, the rationale underlying the majority’s holding reflects a fundamental misunderstanding of this court’s holding in Luckett v. Bure,
The majority cites to the following facts as support for its conclusion: (1) Overton worked as an aircraft electrician on a military base; (2) he was responsible for aircraft maintenance duties; (3) he wore a military uniform while working; and (4) he was supervised by an individual who happened to be both his military and civilian supervisor. Op. at 95-96 Based solely on these facts, the opinion summarily concludes that the court cannot “see [] how [it] or .a district court could separate the strands of Overton’s relationship with Fletcher to identify something about them that involved ‘purely’ civilian employment.” Op. at 96 (emphasis added). This cursory analysis misses the mark. The conduct complained about by Overton consists of various personnel decisions, which include promotion, assignment and transfer decisions. Overton also complains about numerous racially offensive comments and acts committed by Fletcher against Over-ton or in Overton’s presence. I believe the majority, however, incorrectly focuses on the nature of Overton’s employment relationship rather than the conduct about which Overton complains. Luckett, however, very clearly requires this court to consider the latter:
Title VII protections extend to discrimination actions brought by military personnel in hybrid jobs entailing both civilian and military aspects except when the challenged conduct is integrally related to the military’s unique structure.
Indeed, courts from other circuits in similar cases have likewise focused on whether the complained of actions implicate military concerns. See, e.g., Brown v. United States,
The majority is concerned that it cannot “surgically” dissect and analyze the civilian versus military relationship between Over-ton’s and Fletcher’s relationship. Op. at 96 However, we need not do so to resolve this case. To the contrary, looking at the relationship status of the personnel members is the approach of the Sixth Circuit, an approach we rejected in Luckett. See Fisher v. Peters,
Although the majority places much emphasis on the dual nature of Overton’s employment, and suggests that his employment with the USAF was only “nominally civilian,” Op. at 96, it is without dispute that Overton was employed in two distinct capacities: he was employed in a military capacity by the New York Air National Guard to perform military training services, and he was employed by the USAF in a civilian capacity to inspect and repair aircrafts. Op. at 85. Moreover, the performance of the two jobs was not simultaneous. Overton performed his civilian employment during the work week and he performed his military duties for one weekend every month and two weeks every summer. Thus, aside from the unfortunate circumstance that Overton’s supervisor for both his military and civilian jobs was the same, there seems to be little support for the majority’s conclusion that Overton’s employment (by two separate and distinct entities) engendered “closely related dual roles.” Op. at 96.
My second difficulty with the majority’s reasoning is that it fails to address Over-ton’s hostile work environment claims, which is due, in part, to its conclusion that Overton’s claims are categorically barred due to the status and nature of his employment. These claims should not have been deemed nonjusticiable under Feres because they involve conduct not integrally related to any military function. Overton complains about numerous acts and comments by Fletcher while both men were employed in their civilian capacity and performing civilian classed duties. As discussed above, the test set forth by Luckett makes clear that the primary issue is whether the challenged conduct itself, rather than the nature of the employment relationship, is military in nature. While the decision whether to transfer Overton or to discipline Fletcher may not be examined because these decisions implicate the military’s unique structure of command and discipline, these acts and comments by Fletcher cannot be said to relate to any military function.
However, Overton’s hostile work environment claims cannot survive because he does not allege conduct that is sufficiently egregious. To prevail against a motion for summary judgment on a hostile work environment claim, “a plaintiff must show that the harassment was sufficiently severe or pervasive to alter the conditions of the victim’s employment and create an abusive working environment.” Terry v. Ashcroft,
When considered in total, these “[i]solat-ed incidents or episodic conduct [cannot] support a hostile work environment claim.” Richardson v. New York State Dept. of Corr. Serv.,
As a final point, I wish to make clear that although I ultimately agree with the majority’s disposition of Overton’s claims, I write separately to warn against an undisciplined expansion of the Feres doctrine. It is important to recognize “that not every action by one member of the armed services against another implicates military decision making, relates to the military mission, or is incident to service.” Lutz v. Sec. of the Air Force,
Notes
. The collective bargaining agreement provides for the processing of grievances through a chain of command culminating in the state Adjutant General, followed by arbitration if the grievant remains unsatisfied with the result.
. "[A] person employed [as a Guard Technician] mustf,] ... [w]hile performing duties as a military technician (dual status), wear the uniform appropriate for the member’s grade and component of the armed forces.” 32 U.S.C. § 709(b).
. Specifically, Overton contends that Fletcher made comments to him such as, "Smile, so I can see you in the dark,” Overton Decl. dated Nov. 12, 2002 ¶ 10, at 3 [hereinafter Overton Decl.], and "Nate [another Guard Technician] likes his coffee [black] like he likes his women,” id., and that Fletcher made various "other derogatory 'jokes' ” at Overton’s expense, id. ¶ 11, at 3. Overton further asserts that when, in Overton's absence, Fletcher was informed of Overton’s complaint to his superiors about Fletcher's behavior, Fletcher punched a hole in one of the ELEN shop’s walls, shouting, "I’ll kill that nigger.” Id. ¶ 12.
. The parties dispute whether a separate external investigation was conducted. According to Overton, Ivan Kelly, the Inspector General of the New York State Division of Military and Naval Affairs, conducted an external investigation, during the course of which he interviewed Overton, Fletcher, and other workers in the ELEN shop. The defendants respond that Ivan Kelly was not the Inspector General of the Division and that his investigation of Fletcher was not authorized.
.Specifically, Overton asserts that, while acting as his superior, Fletcher made "derogatory comments about African-Americans and other ethnic groups, as well as women,” Overton Deck ¶ 14, at 4; "use[d] the terms 'Spies,’ ‘Hebes’ and 'Kikes' on several occasions,” id.; and said, in effect, that "women did not belong working on aircraft, but rather belonged in the kitchen,” id. Fletcher also allegedly asked Overton "What's that Bill, your spear?” (referring to a broken broom Overton was holding), id. ¶ 16, at 5, and, in mock dialect, "What you got there [referring to a cheeseburger Overton was carrying], fried chicken?” id. ¶ 17. Overton further states that other co-workers heard Fletcher say, "All blacks are niggers,” "Niggers belong on the basketball court rather than working on C5 aircraft,” and "[African Americans] are too stupid to be working on aircraft.” Id. ¶ 14, at 4.
. Although the rule emanating from Feres has been extended by the cases that follow it, we refer to the principles that have emerged from these cases as "the Feres doctrine.”
. The Feres doctrine has been extended beyond its original application to FTCA claims. Thus, for example, members of the military cannot challenge military decisions under Bivens v. Six Unknown Named Agents of Federal Bureau of Narcotics,
. The extent to which "redress designed to halt or prevent ... constitutional violation[s] rather than the award of money damages” may be permitted — an issue not presented on this appeal — is discussed in Dibble,
. One of Congress’s explicit goals in giving Guard Technicians dual status under the Guard Technicians Act was to grant them coverage under the Federal Tort Claims Act. Am. Fed’n of Gov’t Employees,
. The concurrence warns of the "undisciplined expansion of the Feres doctrine.” {Infra, p. 100.) Inasmuch as the general application of Feres to Guard Technicians is well settled, and its application to the plaintiff in this case is effectively conceded, we doubt that this opinion warrants that alarm.
. The court noted, alternatively, that the particular claim that the plaintiff made with respect to her failure to be promoted was "military and thus [in any event] non-justiciable.” Fisher,
. The Mier court nevertheless concluded that some Title VII claims brought by Guard Technicians are justiciable because the Feres doctrine applies to such claims only if "the challenged conduct is integrally related to the military’s unique structure.” Mier,
. We recast the Ninth Circuit’s Mier decision, under which the Feres doctrine applies to suits by Guard Technicians only when they challenge conduct "integrally related to the military's unique structure,” Mier,
. Because we conclude that Overton’s claim fails both of the tests adverted to in Luckett, we need not and do not decide whether the two tests are equivalent, as we suggested in dicta in Luckett,
. An instruction to the district court to make such a distinction without intruding into the military relationship might well be akin to Portia’s injunction to Shylock to take a pound of flesh without spilling a drop of blood. See William Shakespeare, The Merchant of Venice, Act IV, Sc. 1.
. In addition, Overton's suit implicates his military relationships with defendants Horton and Maguire, who were also Overton's military and civilian superiors.
. In its supplemental letter brief dated September 4, 2003, the government asserts that "[i]f this Court affirms the district court’s judgment, a Guard[ ]Technician may still assert claims arising under Title VII, where those claims arise 'purely from the [Guard Technician’s! civilian employment’ and are not 'integrally related to the military’s unique structure,’ ” and that "under Luckett, a Guard[ ]Technician may maintain a Title VII claim, provided that the claim does not concern the Guard Technician’s supervision by his military supervisor while performing military duties,” Government’s Letter Br. dated Sept. 4, 2003, at 4 (second alteration in origi
. Significantly, the opinion maintains that "Overton has not argued that his claims are not 'incident to military service,' and, therefore, that issue is not before us.” Op. at 93 This position contradicts an earlier statement in the opinion that "[according to Overton's allegations, the violations occurred while both he and his immediate superior were acting in their civilian capacities.” Op. at 85 Similarly, the opinion acknowledges that Overton characterizes, albeit wrongly, that his claims involved "purely civilian duties not integrally related to the military's unique structure.” Op. at 95-96 Accordingly, the opinion appears to be internally inconsistent as to whether Overton alleged, as an initial matter, that his claims were not incident to military service.
