Lead Opinion
This сase raises hostile environment sexual harassment claims based on allegations that male co-workers physically and verbally harassed Phil Quick for two years and that his employer, Donaldson Company, Inc. (Donaldson), knew of the harassment but failed to respond with proper remedial action, in violation of Title VII, 42 U.S.C. § 2000e-2(a)(l), and the Iowa Civil Rights Act, Iowa Code Chapter 216. The district court granted summary judgment to Donaldson, and Quick appeals from that judgment. We reverse and remand.
I.
Phil Quick joined Donaldson in January 1991 as a welder and press operator in its muffler production plant in Grinell, Iowa. About eighty-five percent of the 279 employees at the plant are male. Quick claims he was the workplace victim of “bagging,” physical assault, and verbal harassment, including taunting about being homosexual.
Quick alleges that at least twelve different male co-workers bagged him on some 100 occasions from January 1991 through December 1992. “Bagging” is defined in the record in various ways, but typically involved an action aimed at a man’s groin area. According to Quick, bagging meant the intentional grabbing and squeezing of another person’s testicles. Supervisor Roger Daniels explained that one man would walk past another and make a feinting motion with his hand toward the other’s groin. Daniels stated bagging was widespread, that people in a variety of departments participated in it, and that he himself had bagged others. Supervisor Brett Musgrove, who first observed the practice at Donaldson in approximately 1987, referred to it as a flicking gesture towards a man’s genitals to startle him. Plant managеr Harold Schoen became aware in 1981 that bagging occurred at the plant, which he described as a hand motion toward an employee’s groin area. Schoen said he warned Quick when he was hired in 1991 that it could happen to him.
Other employees testified in deposition that bagging involved hitting another’s testicles or upper thigh or snapping someone in the groin area. The record does not contain any incidents of a female plant employee being bagged, but it does reveal that in August 1993 a woman employee refused a male supervisor’s requеst to bag him.
The majority of the 100 bagging incidents involving Quick occurred between January
Sometime during the fall of 1992, Schoen, the plant manager, instructed the supervisors to stop the bagging actions and reviewed with them the company’s written sexual harassment policy. According to supervisor Musgrove, each supervisor then reviewed that policy with department employees and explained why the practice could not continue. One employee, David Ashburn, also stated that Donaldson circulated a memo around thаt time saying that bagging was harassment. After this, the bagging apparently ended.
Quick also claims that male co-workers assaulted him on two occasions. On August 23,1991, one worker held Quick’s arms, while another grabbed and squeezed Quick’s left testicle, producing swelling and bruising. After Quick reported the assault to Daniels, Donaldson fired the employee who had held Quick’s arms, but took no action against the other worker. The second assault occurred on September 13, 1991, when a co-worker punched Quick in the neck during an argument over a broken machine. Quick reported this incident to his suрervisor at that time, Brett Musgrove, who did not react.
Quick alleges in addition that he was verbally harassed and falsely labeled a homosexual. Male employees placed tags on Quick’s forklift and belt loop which referred to a sexual act with a cucumber and stated “Pocket Lizard Licker” and “Gay and Proud.” In December 1992, a male co-worker wrote “queer” on Quick’s work identification card. Quick showed the inscription to his new supervisor, Daryl Marks, who did nothing. Finally, in June 1993, while Quick was at a local bar, a co-worker called him a “fucking scab” for having withdrawn his union membership.
As a result of these actions, Quick obtained medical and psychological treatment, which he asserts will continue in the future. He currently experiences a bobbing sensation in his left testicle due to the alleged assault and battery in August 1991.
In August 1993, Quick filed a charge of discrimination with the Iowa Civil Rights Commission, as well as a state tort action against Donaldson, Roger Daniels, and Brett Musgrove, alleging injuries due to the verbal and physical assaults by his co-workers and supervisors. Quick amended his complaint in January 1994, adding two counts of sexual discrimination by Donaldson in violation of Title VII and the Iowа Civil Rights Act.
On August 4, 1995, the magistrate judge granted summary judgment for Donaldson on Quick’s federal and state sex discrimination claims and on a state law claim regarding a blood test it had ordered for Quick. The remaining state law claims against Donaldson and his two supervisors were dismissed without prejudice.
The court reached a number of legal conclusions in the process of ruling on Donaldson’s motion on the sex discrimination claim. It held that Title VII protects a male employee from discriminatory sexual harassment only where he can show an anti-male or
On appeal, Quick argues that the magistrate judge employed an incorrect standard to judge his federal and stаte sex discrimination claims and that summary judgment was inappropriate because of disputed material facts. In addition, he contends that his state civil rights claim should be permitted to proceed in the Iowa courts in any event.
II.
Quick argues that summary judgment was granted on his Title VII claim based on an erroneous understanding of the law. Quick asserts that Title VII prohibits workplace sex discrimination against any individual, regardless of whether that person is part of a minority group. It was therefore error to rule that male employees are protected under Title VII only if they are members of a disadvantaged or vulnerable group, requiring proof of an anti-male work environment. He maintains it was also wrong for the district court to conclude that the harassment was not “of a genuine sexual nature” and not based on his sex. Quick reasons that since bagging at Donaldson was directed only at the area of male sexual organs, he would not have been subjected to it but for being male. He points to the absence of any evidence of female employees being bagged.
Donaldson apparently does not dispute that bagging was a pеrvasive practice at the plant, that Quick was bagged numerous times, that management was aware of it, and that it failed to take immediate and appropriate remedial action. It agrees with the district court, however, that harassment between heterosexual males is not actionable under Title VII unless the plaintiff can show an anti-male work environment.
A party is entitled to judgment as a matter of law only if it can show that no genuine issue of material fact exists. Fed. R.Civ.P. 56(c); Anderson v. Liberty Lobby Inc.,
At the summary judgment stage, the court should not weigh the evidence, make credibility determinations, or attempt
A.
Title VII prohibits “an employer” from discriminating “against any individuаl with respect to his compensation, terms, conditions, or privileges of employment, because of such individual’s race, color, religion, sex, or national origin.” 42 U.S.C. § 2000e-2(a)(1). Discrimination based on sex which has created a hostile or abusive working environment violates Title VII. Mentor Sav. Bank, FSB v. Vinson,
(1) [he] belongs to a protected group; (2) [he] was subject to unwelcome sexual harassment; (3) the harassment was based on sex; (4) the harassment affected a term, condition, or privilege of employment; and (5) [the employer] knew or should have known of the harassment and failed to take proper remedial action.
Kopp,
The first factor, membership in a protected group, is satisfied by showing that the plaintiff employee is a man or a woman. See Meritor,
The second element is that the employee was subject to “unwelcome sexual harassment.” Kopp,
The “gravamen of any sexual harassment claim is that the alleged sexual advances were ‘unwelcome.’ ” Meritor, 477
The third required element is that the harassment comрlained of was based upon sex. Although there is little legislative history as to what discrimination “based on sex” means, the key inquiry is whether “members of one sex are exposed to disadvantageous terms or conditions of employment to which members of the other sex are not exposed.” Harris, 510 U.S. at -,
The harassment must have also affected a term, condition, or privilege of employment in order to be actionable. This factor means that the workplace is permeated with “discriminatory intimidation, ridicule and insult” that is “sufficiently severe or pervasive to alter the conditions of the victim’s employment and create an abusive working environment.” Harris, 510 U.S. at -,
Whether an environment is hostile or abusive cannot be determined by a “mathematically precise test”; it entails consideration of the entire record and all the circumstances. Id. There is no particular factor that must be present, but conduct that is merely offensive is insufficient to implicate Title VII. Id. at --,
the frequency of the discriminatory conduct; its severity; whether it is physiсally threatening or humiliating, or a mere offensive utterance; and whether it unreasonably interferes with an employee’s work performance.
Id. at -,
The final element in a hostile environment claim is that the employer failed properly to remedy the harassment it knew or should have known about. Sexual harassment by a co-employee is a violation of Title VII if the employer knew or should have known of the harassment and failed to take immediate and appropriate action. Burns,
B.
The district court departed from these legal standards in fashioning the test it employed in ruling on Donaldson’s summary judgment motion. Protection under Title VII is not limited to only disadvantaged or vulnerable groups. It extends to all employees and prohibits disparate treatment of an individual, man or woman, based on that person’s sex. Harris, 510 U.S. at -,
The district court also incorrectly concluded that the alleged harassment was not gender based because it found the underlying motive was personal enmity or hooliganism. A hostile work environment is not so easily excused, however. Stacks,
The proper inquiry for determining whether discrimination was based on sex is whether “members of one sex are exposed to disadvantageous terms or conditions of employment to which members of the other sex are not exposed.” Harris, 510 U.S. at -,
Finally, the district court did not undertake the proper analysis in determining whether Quick had established the remaining two elements of a hostile environment claim. The court did not consider whether Donaldson knew or should have known of the harassment and failed to take appropriate remedial measures. See Kopp,
None of the suggested factors set forth in Harris were considered by the district court to determine whether the alleged conduct was “sufficiently severe or pervasive” to affect Quick’s conditions of employment. Harris, 510 U.S. at -,
In conclusion, since the district court erred in its application of Title VII law and since there were genuine issues of material fact, the summary judgment in Donaldson’s favor must be reversed. See Anderson,
Quick also contends that the district court improperly dismissed his state civil rights claim for sex discrimination on the basis that Iowa courts follow federal interpretation of Title VII in application of the state law. Quick argues that he should be allowed to proceed in state court with his state civil rights action regardless of what happens with the appeal on his Title VII claim. Donaldson responds that Quick failed to raise this issue in the district court and that federal courts may decide his state discrimination law claim.
Federal cases provide the basic framework for deciding sex discrimination eases under the Iowa сivil rights statute, Iowa State Fairgrounds Security v. Iowa Civil Rights Comm.,
The judgment is therefore reversed, and the case is remanded for further proceedings consistent with this opinion.
Notes
. There is no dispute that Quick is in fact heterosexual.
. The Iowa Civil Rights Act provides that "[i]t shall be an unfair or discriminatory practice for any ... [p]erson to ... discriminate in employment ... because of the ... sex ... of suсh ... employee.... ” Iowa Code § 216.6.
. After both parties filed separate motions to ■ alter or amend the judgment pursuant to Fed. R.Civ.P. 59(e), the magistrate judge vacated the dismissal and remanded the claims to state court.
. There is no claim in this case that Title VII excludes all claims of same gender sex discrimination. The Supreme Court has not yet spoken on the issue, but several circuits have suggested that Title VII covers such claims. See Rowinsky v. Bryan Indep. Sch. Dist.,
Dissenting Opinion
dissenting.
I respectfully dissent. I believe that the majority opinion sets a precedent for improperly expanding Title VII to cover any form of harassmеnt experienced in the workplace. Although a cause of action may lie under various state laws, I do not believe that a cause of action exists under Title VII for the type of conduct that is alleged to have occurred in this case.
In McWilliams v. Fairfax County Board of Supervisors,
The obvious distinction between McWil-liams and this case is that there is no evidence that other heterosexual males were subject to the same harassment in McWil-liams while, in the instant case, many other heterosexual males were exposed to “bagging” at Donaldson. Quick may be more like McWilliams, however, than he appears to be at first blush. The majority opinion notes that Quick claims that he was assaulted by male co-workers on two occasions.. On one occasion, workers purportedly grabbed Quick’s testicle producing swelling and bruising and, on another occasion, Quick alleges that he was punched in the neck during an argument. In addition, Quick asserts that he
All of the Eighth Circuit eases relied on by the majority involve the traditional scenario of a male supervisor or male co-workers harassing female employees. See Stacks v. Southwestern Bell Yellow Pages,
[t]he causal link between the supervisor’s conduct and the victim’s harassment is the victim’s gender_ In a same-gender sexual harassment case, however, conduct of a sexual or gender-oriented nature can not be presumed to be discriminatory.... When the alleged offender and the alleged victim share the same gender, similar sexually suggestive words and acts can take on a whole other meaning.
Easton v. Crossland Mortgage Corp.,
The fundamental difference between this dissent and the majority seems to be who should decide whether a cause of action lies for such conduct — the court or the jury. I contend that the question is purely a question of law for the court becausе it is, at its essence, a question of statutory interpretation.
. Donaldson noted at oral argument that it was not arguing that same sex sexual harassment is never covered by Title VII. In its brief, however, Dоnaldson contends that there is not a cause of action for a heterosexual male plaintiff who claims to be a victim of gender discrimination by heterosexual co-employees of the same gender where plaintiff did not show an anti-male work environment. Thus, I consider the issue of whether a cause of action lies for such harassment to have been sufficiently raised on appeal.
. Like the McWilliams court, I do not address the viability of heterosexual-on-heterosexual claims involving discrimination through adverse employment decisions nor do I address the viability of аny same-sex discrimination claim where victim, oppressor, or both, are homosexual or bisexual. McWilliams,
. There is not much legislative history to aid statutory interpretation in this instance. Representative Howard Smith, a foe of civil rights legislation, added “sex” as a prohibited basis of discrimination to Title VII at the last minute in an apparent attempt to defeat the bill. Obviously, the effort failed and there is little legislative history to guide the courts in interpreting discrimination based on sex. Meritor Savings Bank v. Vinson, 477 U.S. 57, 63-64,
