*1 nо information with view documents Reya BOYER-LIBERTO, C. investigation.” nexus to the
possible, stated 34.) Plaintiff-Appellant, They argue Br. at its (App. for information relative third request having nothing to do with OTE parties CORPORATION, FONTAINEBLEAU disagree. We The Su- impermissible. trading as Clarion Resort Fontaine- has that “the law preme Court cautioned Hotel; Berger, P. bleau Leonard De- showing to the strong absent presumes, fendants-Appellees. grand contrary, jury acts within scope authority.” R. En- legitimate its Employment Equal Opportunity Com- Inc., 300-01, terprises, mission; Washington Metropolitan And, chal- subpoena 722. S.Ct. where Employment Lawyers Association; relevancy grounds, Appel- lenged Center, Inc., Sup- Amici Public Justice here, quash “the must lants do motion Appellant. porting unless the court deter- be denied district No. 13-1473. possibili- mines that there is no reasonable category ty that the of materials Gov- Appeals, United States Court of seeks will information produce ernment Fourth Circuit. general subject relevant jury’s investigation.” grand Id. at Argued Sept. 2014. noted, 722. As the District Court 7,May Decided arrangements professional between the as- and third be dis- parties sociation could
guised patients’ kickbacks records
might specimens reflect blood had impermissibly
been ordered or taken. Un- circumstances,
der these the District abuse
Court did not its discretion con-
cluding category of materials subpoena reasonably in the
identified could information
produce relevant to the Gov- investigation.
ernment’s
IV. foregoing reasons,
For the affirm the we order
District Court’s entered on Novem- 20, 2014.
ber *4 Cockey, Ringgold
ARGUED: Robin
PC,
Cockey,
Maloney,
Brennan &
Salis-
ceedings, alleges
Harriet
twen
Maryland,
Appellant.
for
within
bury,
LLP, Balti-
Ewing
Cooperman,
Ellen
Saul
ty-four-hour period
September
D.
more, Maryland,
Paul
Appellees.
for
working as a
at the
while
cocktail waitress
Ramshaw,
Oppor-
Equal Employment
U.S.
Resort Fontainebleau Hotel
Clarion
D.C.,
Commission, Washington,
for
tunity
(the “Clarion”),
City, Maryland
she
Ocean
n
Equal
Opportu-
Employment
Amicus U.S.
monkey”
“porch
twice called a
BRIEF: Brett S.
nity Commission. ON
job by
with the
of her
threatened
loss
Baltimore,
LLP,
Covington,
Ewing
Saul
manager.
af
Caucasian restaurant
Soon
Appellees.
Lopez,
P. David
Maryland,
at the hotel
reporting
higher-ups
ter
Counsel,
Wheeler, Act-
Carolyn L.
General
harassed,
racially
that she had been
Liber-
Counsel,
S.
General
Jennifer
ing Associate
owner, Dr.
fired
to was
Clarion’s
Goldstein, Acting Assistant General Coun-
Berger.
against
P.
action
Leonard
This
Counsel,
sel,
Equal
of General
Office
Berger
Fontainebleau
Corporation
Commission,
Employment Opportunity
ensued,
asserting
claims of
Liberto
D.C.,
Equal
Washington,
for Amicus U.S.
retaliation,
hostile
environment
Commission.
Employment Opportunity
Title VII
Rights
under both
of the Civil
Huron,
Chertkof, Douglas
Z.
B.
Stephen
§
Act of 1964 and
1981. The
U.S.C.
Huron,
Heller,
& Salzman
Chertkof
summary judgment
court
district
awarded
PLLC,
D.C.;
Gelfman,
Washington,
liana
defendants,
Boyer-Liberto v.
to the
see
*5
Appellate
D.
Advoca-
Murnaghan,
Francis
1:12-cv-00212,
Corp.,
Fontainebleau
No.
Fellow,
Center,
Public
Balti-
cy
Justice
(D.Md.
4, 2013),
more,
Maryland,
Metropolitan
Apr.
Amici
2013 WL
for
Washington
Lawyers
Associ-
Employment
and
not-fully-unanimous
ECF No.
a
ation and the Public Justice Center.
affirmed,
Boyer-
this
panel of
Court
see
v.
752 F.3d
Corp.,
Liberto
Fontainebleau
TRAXLER,
Judge,
Before
Chief
and
Cir.2014).
decision
panel’s
MOTZ,
WILKINSON, NIEMEYER,
vacated, however, by
grant
our
of
was
KING,
DUNCAN,
GREGORY, SHEDD,
rehearing en banc.
AGEE,
WYNN, DIAZ,
KEENAN,
FLOYD, THACKER,
HARRIS,
and
below,
explained
As
we now vacate
Judges.
Circuit
judgment of the district court and remand
proceedings
further
on Liberto’s
by published
and remanded
Vacated
In so
underscore the
doing,
claims.
we
Judge
opinion.
KING wrote
in
pronouncement
Court’s
Far
opinion,
Judge
in which
TRAXLER
Chief
Raton,
City
Boca
agher
GREGORY, SHEDD,
MOTZ,
of
Judges
and
KING, Judge: Circuit specify Finally, that incident alone. we today’s to the extent decision Boyer-Liberto, African- Reya C. pro Re plaintiff rights American in these civil conflict with Jordan v. Alternative (4th Cir.2006), prepared, drink was Liberto wanted to Corp., sources a avoid confrontation hereby overruled. with bartender Jordan bar, the main so chose a path she new nightclub to the back took her I. through the restaurant kitchen. Liberto A. briskly carried the Hula through Hula nightclub kitchen and across the to her matter reflects that The record in this customer’s table. then went to a She ser- 4, 2010, August began working Liberto station, ver which night- was located Clarion, at the an oeeanfront hotel contain- doors, club several feet the kitchen from rooms, ing guest restaurants and several print guest a check. bars, nightclub, conference center meeting banquet facilities.1 Dur- At that point, was Liberto confronted employed she was ing the seven weeks Clubb, Trudi Food and Beverage white and Beverage with the Clarion’s Food De- Manager at the Clarion. Unbeknownst to partment, Liberto worked assorted Liberto, yelling Clubb had been at Liberto roles, hostess, including restaurant restau- passed she through as the kitchen carrying server, bartender, banquet rant and Hula soon Hula. Liberto learned that Liberto, According cocktail to' waitress. Clubb was livid she because believed that variety her that assigned the Clarion ignored Liberto had heard her. but As jobs learn all positions so that she could station, Liberto worked at the server Beverage Department within the Food and doors, Clubb came kitchen through the part as of her training. loudly girl screaming, “Hey, that can’t Clubb, 14, 2010, September hear.” J.A. still night shouting, On 237.2 Liberto, quickly approached Liberto a cocktail working waitress who turned away in the her face from in an effort nightclub. Clarion’s One Clubb *6 Hula,” “Hula a remain calm—a that customers ordered a drink move made Clubb time-consuming that prepare. to even more furious. Clubb then came so main to adjacent bartender the bar refused close Liberto that Liberto could feel оrder, fill explaining to the to Liberto that Clubb’s breath on her face as Clubb stood Indeed, continuing other would Liberto’s to nightclub patrons see the at side. drink, Liberto, sprayed yell Hula Hula want too. In an Liberto’s and that Clubb message effort please to her customer and after face with saliva. Clubb’s supervisor neither consulting immediate Jamie that Liberto should have walked Clubb, Avery, beyond through ignored the main Liberto went bar kitchen nor bar, to a pub repeatedly where she found bartend- and Liberto indicated she willing agreed. er to make a Hula Hula. Once the understood and (D.Md. 2013), purposes Apr. 1. de For of our novo assessment of WL at *2 n. 2 award, summary judgment the district court’s ECF No. 52. Much our factual recitation light we view the facts in the most favorable deposition testimony; is drawn from Liberto’s Liberto, nonmoving party. to as the See La answers, rely interrogatory we do not on her Harvey, ber v. Cir. properly which the excluded district court Thus, 2006) court, (en banc). like the district from consideration. See id. accept “porch we that Liberto was called a monkey” days, on and two consecutive -” 2. Citations herein to "J.A. refer to the the defendants knew at least one of those by Appendix filed contents of the Joint alleged discharge decision slurs when the to parties appeal. in this Boyer-Liberto Liberto was made. v. Fon 1:12-cv-00212, Corp., tainebleau No. following day. During the persisted, September shouting nonetheless Clubb’s call, complained to Liberto she phone station Liberto left the server even as racially by harassed Clubb. Clubb was had been nightclub customers. tend to notes, walking Berghauer pre- handwritten From loudly berating Liberto now her, typewritten summary Liberto a of her dis- following pared away from first Liberto, moving back to with which included Li- nightclub then cussion into the and allegation called her subse- that Clubb a Upon station. Liberto’s berto’s the server area, finally monkey” on 15. Ber- “porch September to Clubb quent return summary Septem- into the on nightclub ghauer provided to exit proceeded Manager so, Berger threatened 17 to Dr. and General As she did Clubb ber kitchen. Elman, included, go- Mark and Elman met with Liberto “[I’m] in words that Liberto make further discuss her [you]” going September to to ing get “[I’m] to Meanwhile, sorry.” complaint. although then Clubb de- [you] J.A. 252-53. Clubb using monkey,” turning “porch to look nied ever the term concluded her threat calling a “damn issued notice on her either Heubeck her written Liberto monkey.” monkey” “dang September advising or a as “a member porch porch Beverage Management Food & at 258. of our See id. ..., expected to conduct [Clubb] team arriving for a dinner shift Upon herself as such” and “needs to be cautious 15, 2010, September Liberto following day, language phrases she uses can to management office went to Clarion’s derogatory.” perceived racist or Food and Bever- report Clubb’s conduct to 311. J.A. Liberto age Director Richard Heubeck. Dr. begun According Berger, Heubeck when to Liberto’s racial just talking had Clubb, interrupted complaint September who came harassment she was Liberto, go “I need him to Heubeck prompted into the office said to you, ask—for time ever— speak girl.” day little J.A. the first meeting performance. Berger’s responded Liberto that she was about Liberto’s Heubeck, retorted, account, negative but “I’m Heubeck gave Clubb evalua- fol- important,” prompting variety Liberto to tion of Liberto and attributed her more every job assignments out of the office. Id. at 263-64. of to failure role low Clubb table, thus, tried; nearby further consulting and Liberto sat at a she after Clubb Liberto, reprimanded Berghauer September Elman and between and Clubb *7 20, voice, Berger to angry passing raised and 18 and made the decision fire night. immediately. beginning the kitchen As At the through prior Liberto 21, September from the table scheduled Li- the two women then rose her shift chairs, being in their threat- notified that was dis- pushed and Clubb berto was she ened, gonna get gonna go charged. “I’m I’m you. Id. at 266. Berger.” owner] to Dr. [hotel empowered by Whether Clubb had been angry though still Her voice loud and to fire or take other the Clarion Liberto before, capped than somewhat lower Clubb employment against her tangible actions is by directly threat at Liberto looking on this From Liberto’s unclear record. monkey.” again calling “porch and a her during time as her short a perspective
Id. at 266-68. just Dr. employee, “was Clarion Clubb 16, 2010, just there September Berger’s Liberto ar- friend and she was to On greet glorified as a ranged speak say people Human Resources hello and Nancy did not Berghauer by telephone Director hostess.” J.A. 213. Liberto know
271 Corporation and did manager held a title Fontainebleau and Dr. Ber- that Clubb manager. to be her ger. not consider Clubb (Liberto’s testi- deposition
See id. and Heu- reported Avery that she
mony “not to beck, Avery that told Liberto not have go to because did [Clubb] [Clubb] Following discovery, the defendants decisions”). to do voids or make power filed a for summary judgment. motion Nevertheless, conveyed Liber- Clubb validity Contesting the of the hostile work message got to—and Liberto claims, —that environment fo- defendants position was in a to have Liberto Clubb just cused on one of the four elements just Before she had finished terminated. claim, contending such a there had Clarion, her second week of work at the showing been no that Clubb’s conduct was out” extremely singled “felt Liberto enough severe or pervasive to alter Liber- perceived “my position Clubb and to’s conditions of produce being threatened” her. id. 277- See an abusive work environment. See Okoli (discussing August Twitter 79 2010 Balt., City v. say- from message Liberto to a co-worker Cir.2011) (“To racially demonstrate ... a starv- ing [a] that Clubb is “after me like environment, plaintiff hostile work must bone”). reрeatedly on a ing wol[f] Clubb (1) conduct; show that there unwelcome my place Liberto “what was” and told (2) race; plaintiffs that is based on the ... Berger made it “always clear that Dr. (3) sufficiently which pervasive severe or listen to said and anything would she to alter plaintiffs employ- conditions of wouldn’t believe me.” Id. at 279. Clubb’s ment create an and to abusive work envi- led conduct Liberto to understand (4) ronment; which is imputable power “did have I did not Clubb (alteration employer.” quota- internal have.” Id. 274. Consistent with that omitted)); tion Spriggs marks see also v. Elman dur- perception, informed Liberto Glass, Diamond Auto F.3d September meeting ing their (4th Cir.2001) (explaining that ele- Clubb was Liberto’s “boss.” id. See ments of a hostile environment claim (September 18 email to and Ber- Heubeck § “are the same under either or Title ghauer from Elman what he recounting VII”). Liberto). told claims, to the respect
With retaliation B. argued the defendants that Liberto could that she protect not establish undertook a 23, 2012, January exhausting On after making her activity by ed racial harass remedies with the fed- administrative ment to the Clarion. EEOC complaint Equal Op- government’s -Employment eral Union, Credit Navy Fed. (the “EEOC”), Li- Commission portunity (4th Cir.2005) (“In 405-06 order to estab complaint filed her District of berto retaliation, facie case of prima lish Maryland. The four complaint' asserted *8 (1) prove three plaintiff must elements: one claim claims: each of hostile work , activity; protected that in a engaged she pursuant environment retaliation (2) that took an adverse against solely Title the Fontainebleau VII (3) against her; action employment Corporation, trading as Resort the Clarion a Hotel; causal link between Fontainebleau and one claim each there was events.”); see of work environment retaliation two also Honor v. Booz- hostile Hamilton, Inc., 180, § 188 against under 42 U.S.C. 1981 both the Allen & 383 F.3d 272 any of his Cir.2004) against discriminate employer to (recognizing that elements opposed ... he has employees because retalia § 1981 and Title VII facie prima
of
employment
identical).
an unlawful
practice made
The defendants
are
tion claims
” Jordan,
subchapter.’
by this
complaint
practice
was
that Liberto’s
elaborated
U.S,C.
(quoting 42
F.3d at 338
activity because
opposition
protectéd
not a
2000e-3(a)).
majority
§
The
continued
reasonably have believed
not'
she could
that,
language generously to
sufficiently
“[r]eading the
se
conduct
that Clubb’s
however, we
give
purpose,
effect to its
prohibited
a
engender
pervasive
vere or
Fed.,
activity is
opposition
have also held
Navy
work environment.
hostile
responds
employ
it
to an
when
opposi protected
that an
(explaining
reason
employee
that the
practice
an internal ment
activity,
making
such as
tion
(citing
unlawful.” Id.
ably believes is
where an
сomplaint,
protected
406-07).
Fed.,
Navy
actions actu
“employment
either
opposes
“employ
or
unlawful under Title VII”
ally
that the
majority
The
observed
Jordan
reasonably
actions
believes
[she]
ment
may
practices
be
unlawful”).
in
activity
subject
protected opposition
under
U.S.C.
clude discrimination
2000e-2(a)(l) in
form of “maintain
§
the de-
summary judgment,
seeking
environment,
ing
racially
a
hostile work
prece-
on our
substantially relied
fendants
i.e.,
permeated
...
with dis
‘workplace
v.
Resources
in Jordan
Alternative
dent
ridicule,
intimidation,
in
criminatory
(4th Cir.2006). There,
Corp., 458 F.3d
pervasive
sufficiently
that is
severe
sult
alleged
plaintiff
African-American
victim’s em
to alter the conditions of the
that,
report
on a
watching
news
while
working
an
ployment and create
abusive
”
capture
workplace television about
Jordan,
Jordan environment). tirely for to a reasonable Jordan to believe amount hostile that, reporting the ... comment his that, concluded The Jordan dissent racially a employers, opposing he was hos charged “[b]y opposing racially conduct Jordan, tile 458 work environment.” F.3d reasonably part that he believes could be at 355. The dissent lamented be environment, aof hostile work parcel majority’s cause panel opinion opposed has the im reporting employee a contrary, “employees in Circuit who this whole, absent an inde permissible even experience racially conduct harassing are believing basis for the conduct pendent ” faced As the with ‘Catch-22.’ Id. dis Jordan, might repeated.” 458 F.3d explained employees’ quandary, sent those “Indeed,” emphasized, the dissent 354. “[t]hey may report such conduct to their report require employees to such inci “we (as did), peril their employer at Jordan or en prevent dents order to hostile work they may quiet remain and work coming into being.” vironments from Id. racially degrading hostile and work envi (referring to El employer’s affirmative ronment, legal beyond no recourse defense, lerth/Faragher 524 Faragher, see Jordan, resignation.” Id. But 458 see F.3d 807, 2275; Burlington 118 S.Ct. (the majority’s at 342 retort “Jordan’s Ellerth, 742, Inc. v. 524 U.S. 764- Indus. dilemma, by the law is inconsistent 65, 2257, (1998), 141 L.Ed.2d 633 encouraging discouraging ‘early’ both duty imposing to avoid harm reporting, presented too abstractly. by reporting employer). harassment pre The highlighted precedent strong policy removing The dissent further observing employee’s ‘generalized “that an venting workplace can discrimination retaliation not excuse fear of does a failure Navy objective does coexist with Federal’s conduct, ‘Title report’ harassing standard”). because opinion reasonableness expressly prohibits retaliation VII the Jordan thereafter withstood a against [employees] reporting for ... petition rehearing banc, en which was ” (alterations harassment.’ Id. judges on a 5-5 vote of the then in denied original) (quoting Applied Barrett v. Radi active v. service. Jordan Alternative Energy Corp., ant (4th Cir.2006). Res. Corp., 467 Cir.2001)). And, the dissent stressed the t then-recen Court’s edict “ ‘[interpreting provi the antiretaliation to provide protection sion broad from re Here, April its decision of helps cooperation upon taliation assure the court district relied on Jordan and accomplishment pri of [Title VII’s] which summary judgment awarded to the defen mary objective’ preventing harm—‘de — dants, their adopting contentions ” (alteration pends.’ original) Id. per Clubb’s conduсt was not so severe (quoting Ry. N. & Santa Fe Burlington to create a work environ vasive as hostile White, Co. ment belief in or to instill reasonable (2006)). 2405, 165 L.Ed.2d 345 Liberto, protect such as would from retaliation, unlawfully that she been had bottom, recog At dissent the Jordan Boyer-Liberto v. harassed. See Fontaine monkeys” nized that “black comment 1:12-cv-00212, bleau Corp., No. WL made co-worker “is the stuff Jordan’s (D.Md. 2013), Apr. 4, racially which a hostile work ECF No. environ *11 rejecting claims, 52.3 In Liberto’s hostile work Liberto’s retaliation the court claims, environment the district court de again looked to Jordan and ruled that of termined that two incidents use of “[t]he objectively “‘no person reasonable could assuming they racial epithet, occurred as have believed that the [plaintiffs work en testified, do not simply comprise Liberto was, be, vironment] or was soon going to conduct, pervasive either or severe howev racist, infected severe or pervasive ” unacceptable they er are.” Id. at *3. The threatening, humiliating or harassment.’ explained “compare[d] court it had (alteration Id. at *4 original) (quoting in in the evidence this case to that [three 341). Jordan, 458 F.3d at others]” and the conduct at “conclude[d] timely Liberto appeal, noted her and the here does not issue rise the level of matter was reviewed a three-judge pan conduct found to pervasive be severe el of this Boyer-Liberto Court. See v. those Fourth (citing Circuit cases.” Id. (4th G.D.C.,Inc., Corp., Fontainebleau 752 Anderson v. F.3d 350 281 F.3d 459 (4th Cir.2002) (“Anderson Cir.2014). subjected, panel was The decision was unani basis, daily on a to verbal assaults of the mous that properly defendants were sort.”); vulgar humiliating most Con summary awarded judgment on Liberto’s Int’l, Inc., Schrader-Bridgeport ner v. 227 claims, hostile work environment in that (4th Cir.2000) (“Ms. F.3d Conner Clubb’s ‘porch “use of term monkey1] [the experienced regular, profound humiliation twice in a period days of two in discussions gender, because of her unlike the male incident, not, single about a was as a mat machine operators.”); Amirmokri v. Balt. law, ter of so severe or pervasive as to Co., Elec. Gas & change the terms and conditions of Liber- Cir.1995) (“[Amirmokri] testified that for employment.” to’s panel Id. 356. The six ... months co-workers abused him al pointed observed that Liberto had “not daily, calling most him names like ‘the case, she, Fourth Circuit nor could terrorist,’ jockey’ local a ‘camel and ‘the finding presence of a hostile work envi ”)). Emir of Waldorf.’ The district court ronment based on a incident.” Id. then invoked proposition Jordan for the Anderson, (comparing Jordan with that an “isolated racist comment” is “‘a Amirmokri). Conner, and cry far ... from an environment of crude however, panel split, was with re- and racist conditions perva so severe or spect to Liberto’s retaliation claims. The they sive that the conditions of alter[] (third [plaintiffs] opinion panel majority employment.’” Id. al validated the Jordan, teration in original) (quoting summary judgment district court’s award 340). claims, F.3d at In concomitantly rejecting on those “if explaining no which, (element two), grounds 3. The awarding district court’s based on her race summary judgment "[g]iven position manage lack of severe or Clubb’s in Clarion’s —the (element structure,” pervasive imputable conduct three hos ment to the em claims) (element four). protect ployer Boyer-Liberto tile work environment and a (element 1:12-cv-00212, activity ed Corp., one of the retaliation Fontainebleau No. claims) (D.Md. 4, 2013), grounds Apr. the sole that had .been WL at *3 ECF —were claims, propounded by supra the defendants. See No. 52. As for thé retaliation Regardless, “indisputable” Part I.B.l. the court acknowl court deemed it that the defen edged employment the balance of the elements Liberto’s dants took an adverse action (element two) accepted they against claims and had been satis Liberto and that there respect fied. With to the hostile work envi was a causal link between her racial harass claims, ronment complaint that meant Liberto had ment and the adverse (element one), (element three). shown unwelcome conduct action Id. at *4. juror Judge King expressed have so well his dis- could objectively reasonable very a hostile envi- narrow presence sent Jordan that our inter- found hold, ronment, today it as we stands pretation what constitutes a reasonable also not have that Liberto could reason placed employees belief this context has that a objectively had an reasonable belief experience racially discriminatory who Boy- existed.” hostile work environment conduct in a classic ‘Catch-22’ situation.” er-Liberto, (emphasis (alteration quotation internal marks *12 omitted). panel majority al- Although the omitted)). may “employee’s opposition an lowed that Following panel’s of the deci- issuance the environ- protected be before hostile sion, banc, sought rehearing en Liberto form,” majority fully ment taken the has in judges regular of our failing any to “present faulted Liberto grant active to peti- service voted Liberto’s that the situation at the Clarion indicators tion. Accordingly, panel’s the decision was ripened into a work
would have hostile vacated, today our en banc Court as- In that the ma- regard, environment.” Id. propriety sesses anew the district Liberto’s case jority equated with Jordan. summary judgment court’s award to the (“Just Jordan, in See we conclude id. 35(c). 4th R. defendants. See Cir. abstract, in the here that ‘while continued repetition of racial kind comments of the II. might made have led a hostile to
[Clubb] environment, allegation no in the We review de novo a district court’s plan that a suggests was in motion [reсord] summary judgment, viewing award environment, create such let alone facts in light most favorable to the likely that such an environment was even Laber v. nonmoving party. Harvey, ” (alterations original) in (quoting occur.’ Cir.2006) (en banc). 438 F.3d Jordan, 340)); see also id. Summary judgment appropriate is “if the (“Based (Shedd, J., concurring) on this genuine movant there is no shows ..., in I agree Court’s decision Jordan dispute any as to material fact and the Niemeyer that Judge summary judg- movant is as a judgment entitled to matter ... affirmed ment should on the retali- 56(a). of law.” Fed.R.Civ.P. claim.”). ation distinguished The dissent facts in III. this from those and con- case Jordan “[particularly light cluded of these A. differences, significant ... could Liberto reasonably have believed con- Clubb’s Boyer-Liberto, duct was actionable.” by addressing begin We Liber C.J., (Traxler, concurring to’s hostile work environment claims—an
part
dissenting
part)
out
(pointing
pertinent
endeavor
us to outline
that leads
co-worker
Jordan’s
made
legal
including some of
principles,
those
comment not directed at Jordan
another
or
already
above. Title VII ren
identified
called
employee, while Clubb
Liberto her-
practice
employment
ders it “an
unlawful
very
very
self “the
same name
same
employer
for an
...
to discriminate
on two
threatening context”
consecutive
respect
days).
event,
against any individual with
ques-
[her]
also
dissent
conditions,
terms,
or
compensation,
privi
correctly
tioned
Jordan was
de-
whether
(“I
leges
employment,
share in
because
such indi-
cided. See id.
the sentiment
color,
race,
sex,
abusive”;
religion,
victual's
or nation
plaintiff
may, but is not
2000e-2(a)(l).
to,
§
origin.”
required
al
U.S.C.
An
establish that
the environ-
2000e-2(a)(l)
§
by,
contravenes
ment
is “psychologically injurious.” See
alia,
Harris,
requiring
inter
an African-American
Element three of a hostile work
discriminatory changes in the
terms
requires
environment claim
a showing
if that
employment,”
conditions
incident
(internal
that “the environment
reasonably
“extremely
would
quo
serious.” Id.
omitted).
perceived,
perceived,
and is
as hostile
tation marks
harassing
supervisor’s
her
report
severity of ha
victim
measuring
Barrett v.
employer.
behavior to
conduct,
the harasser
rassing
status
Energy Corp.,
Applied Radiant
e.g.,
super
“a
may
significant
be a
factor —
(4th Cir.2001)
(discussing “em
epithet] impacts
racial
[a
visor’s use
requirement” under
ployee’s reporting
severely than
far more
work environment
Ellerth).
Relatedly,
Faragher
Rodgers v. W.-S.
by co-equals.”
use
Life
liability to
seeking
impute
her
Cir.1993). plaintiff
Co.,
668, 675
Ins.
by a co-worker
employer for harassment
au
power and
put,
supervisor’s
“a
Simply
employ
able to establish
may not be
con
harassing
invests his or
thority
report
if
did not
negligence
she
er’s
threatening charac
a particular
duct with
Vance,
based
that,
suggested
The defendants have
be-
recommendation”;
without his
hired
been]
cause Liberto understood Clubb to be a
suspending person
firing
he “initiated
“glorified hostess” and not a restaurant
nel”;
performance
his
evaluations “trans
213-14,
manager, see J.A.
Liberto could
increases”;
salary
into
and he “made
lated
reasonably perceived
not have
that Clubb’s
regarding promotions.”
recommendations
conduct was severe enough to create a
(internal
omitted).
quotation
Id.
marks
hostile work
premise
environment. That
Additionally,
the Court observed
evidence, however,
ignores
re-
Clubb
if
all
“even an
concentrates
deci
peatedly
effectively
communicated
individuals,
sion-making authority in a few
prior
14, 2010,
Liberto
September
likely
height
it
will not isоlate itself from
Dr.
Ellerth,”
Berger’s
Clubb had
ear and
liability
could have
Faragher
ened
under
See,
(Liber-
likely
e.g.,
in that
Liberto fired.
id. at 274
those individuals
will have to
others,
rely
deposition testimony
on the recommendations of
to’s
that Clubb “did
employer may
and “the
be held to have
power
have”);
I
have
did not
id.
(“I
effectively delegated
power
to take
extremely singled
felt
out and that
tangible employment actions to the em my position
being
was
threatened and it
ployees on whose recommendations it re
(“I
clear.”);
very
id.
was told what
Ellerth,
(citing
lies.” Id.
524 U.S. my place
always
was.... And [Clubb]
2257).
762, 118
it
Berger
made
clear that Dr.
would listen
anything
she said and wouldn’t believe
me.”).
seeking summary
judgment on Liber-
theory
defendants’
also fails to take
claims,
to’s hostile work environment
into account
power
Clubb’s assertion of
defendants’ sole contention was that there
the course of her harassment of Liberto.
had been no
showing
Clubb’s conduct
*15
14, 2010,
September
On
Clubb berated
pervasive
was severe or
enough to alter
job performance
Liberto’s
threaten-
before
employment
Liberto’s conditions of
ing
get
sorry,”
“to
and “make
[her]”
[her]
produce an abusive work environment.
calling
porch
and then
her a “damn
mon-
counter-arguments
Liberto’s
included that
key”
a “dang porch monkey.”
or
See J.A.
genuine
there was a
dispute as to whether
252-53,
following day,
258. The
Clubb
the harassment
September
she suffered on
obstructed
attempted report
Liberto’s
of
15, 2010,
14
sufficiently
was
severe.
racial
Beverage
harassment
to Food and
today,
To resolve that issue
we need not—
Liberto,
by telling
Director Heubeck
“I
and,
event,
on this record cannot—
speak
you,
girl,”
need to
to
little
and “I’m
determine whether
actually
Clubb was
Li-
important
more
at
[than Heubeck].” Id.
co-worker,
supervisor
simply
berto’s
her
thereafter,
Immediately
263-64.
Clubb
separate question
a fact relevant to the
of
Liberto,
again reprimanded
again threat-
liability.
the Clarion’s vicarious
Neverthe-
“get
“go
ened to
and to
to Dr.
[her]”
less,
obliged
we are
to consider how Clubb
Berger,”
again
“porch
called her a
portrayed
authority
her
and what Liberto
monkey.”
Finally,
at
Id.
while
reasonably
thus
power
believed Clubb’s
to
Oncale,
speaking
September
with Liberto on
18
be. See
523
at
(“[T]he objective
complaint,
her
racial harassment
severity
998
of harass-
about
judged
perspec-
Manager
ment should be
from the
Elman validated
General
Clubb’s
monkey,”
part
“been
of action
“porch
has
by declaring Clubb
authority
of
assertion
claims across the
able racial harassment
Id. at 324.
“boss.”
to be Liberto’s
cases)).
country” (citing
As we and sev
evidence,
considering that
we
Properly
have
appeals
courts of
eral of our sister
that Liberto
accept
must
believed—and
single
no
act can
“‘[pjerhaps
recognized,
a
could mаke
reasonably so—that Clubb
the conditions of em
alter
quickly
more
discharge decision or recommendation
working
an abusive
and create
ployment
Berger.
Dr.
rubber-stamped
would be
unambig
than the use of
environment
Thus,
severity of Clubb’s
gauging
“nigger” by
uously
epithet such as
racial
Li-
conduct,
been
we deem Clubb
have
presence
in the
of his subor
supervisor
a
Vance,
supervisor.
berto’s
Cf.
”
281 claims, identify Anderson, type Conner, ment we this as the of be different from contemplated Faragher Amirmokri, case where the but it is worthy no less aof harassment, “isolated,” though perhaps jury trial.4
can properly “extremely be deemed 788, Faragher,
serious.” See 524 U.S. at B. 118 2275. also acknowledge We is a first for our reject, this Court. We 1. however, any prior notion that our deci- Turning to Liberto’s retalia sions, including Jordan v. Alternative Re- claims, tion Title proscribes VII discrimi Corp., sources were meant to require more against because, nation an employee than a single incident of harassment part, relevant she “has opposed any prac every viable hostile work environment tice made an unlawful employment prac case. Specifically, we observe that by tice this subchapter.” 42 U.S.C. improperly analogized district court this 2000e-3(a). § Employees engage pro (involving epithet matter a racial directed oppositional when, tected activity inter by supervisor) at Liberto her to Jordan alia, they “complain to their superiors (concerning a racist remark that was made suspected about violations of Title VII.” by a mere co-worker and not aimed Bryant Inc., v. Aiken Reg’l Med. Ctrs. 333 employee). Jordan or other See 458 536, (4th Cir.2003). F.3d 543-44 To estab (4th 332, Cir.2006). F.3d 339-40 fur-We prima lish a facie case of retaliation in that, ther note in the cases unfavorably VII, contravention of Title plaintiff must court, compared to this one the district “(1) prove engaged protected she in a perva- harassment was so severe and “(2) activity,” as well as sive that there were no close calls. See took adverse against action G.D.C.,Inc., 452, Anderson v. 281 F.3d 459 “(3) her,” and that there awas causal link (4th Cir.2002) (“The unques- evidence was between the two Navy events.” EEOC tionably sufficient to submit Anderson’s Union, 397, Fed. Credit 424 F.3d 405-06 hostile jury.”); environment claim to the (4th Cir.2005). prima A facie retaliation Int’l, Inc., Schrader-Bridgeport Conner v. § claim under 42 (4th Cir.2000) U.S.C. 1981 has the same 179, (“[Tjhere 227 F.3d elements. See Honor v. Booz-Allen & ample support for the jury finding of Hamilton, Inc., severe or pervasive conduct sufficient to Cir.2004); W., see environment.”); constitute a hostile work also CBOCS Inc. v. Co., Humphries, Amirmokri v. Balt. Gas & Elec. (4th Cir.1995) (“A (2008) (confirming reason- L.Ed.2d 864 “ person
able easily § could find this atmo- 1981 encompasses retaliation hostile.”). claims”).5 sphere to be may Liberto’s case See, suggest jury
4. We do not
that a
September
e.g.,
should be
refer to Liberto on
Conner,
("The
assessing
limited to
whether
F.3d at 197
more
Clubb’s two uses
serious
slur,
more,
complement-
incidents enumerated here were
"porch monkey”
without
ed
numerous additional occurrences
jury
created a hostile work
A
environment.
isolation, may
problemat-
have seemed less
also would be-entitled to consider other evi-
*17
ic,
actually
but which
served to exacerbate the
potentially
per-
dence
indicative of severe or
situation.”).
severity of the
harassment,
including
vasive
Clubb's treat-
throughout
ment of Liberto
her short tenure
that, although
5. We observe
the elements of
Clarion;
shouting, spitting,
at the
Clubb's
prima
§
facie Title VII and
1981 retaliation
14, 2010;
stalking
night
Seрtember
on the
identical,
claims are
the causation standard
girl”
Clubb’s use of the term "little
to
may
for a Title VII claim
differ from that for a
element,
however,
today,
for sev-
aspect
one
of Jordan
In the context
claim,
pro
is
eral reasons.
employee
an
a retaliation
only ...
opposes “not
when she
tected
all,
“imag-
standard
First of
Jordan
actually unlawful un
actions
employment
bigots an-
ines a fanciful world where
employment actions
Title
but also
der
VII
repeatedly
to
belit-
nounce their intentions
reasonably
to be unlawful.”
believes
[she]
outset,
it
at the
tle
minorities
racial
Fed.,
The Title VII
which a here, allegations ity. Ayissi-Etoh, ment is made. On (“The J., concurring) for Jordan to more entirely (Kavanaugh, it reasonable that, racially reporting harassment, pervasive believe the less severe monkeys’ (internal comment to his charged be, ‘black vice versa.” it needs to racially opposing omitted)). a employers, he was But an isolat quotation marks work environment. hostile threatening physically ed incident that is if humiliating be closer—even not (citations omitted). or will But, by Id. actionable equal of conduct type stan- devising applying Jordan —to “extremely it is seri on its own because dard, any legal recourse we denied Jordan Faragher, In cir- ous.” See 524 U.S. retaliatory discharge. these for his cumstances, plainly the Jordan standard S.Ct. 2275.
cannot endure. here, an em- Accordingly, as relevant a reasonable belief that a ployee
b. will have occurring environment is hostile work then, this: question, The becomes if on an isolated incident based for determin proper is the standard What physically threatening harassment is an ing employee reports whether an who humiliating. This standard is consistent incident of harassment has a rea isolated only County, also with with Clark but opposing is a hos sonable belief she including Supreme precedent, other Court progress? tile work environment We Burlington Northern. That assessing when the reason conclude Crawford employee it an like protects is so because employee’s of an belief that ableness promptly speaks up who “to attack Jordan occurring is on hostile environment based workplace,” in his rather the racist cancer incident, an isolated the focus should be “thereby al- “remainfing] than silent” and severity on the of the harassment. Cf. [discriminatory] conduct to continue Breeden, lowing Cnty. Clark Sch. Dist. judi- unchallenged,” “forfeiting any while 268, 270-71, 121 S.Ct. Jordan, (2001) remedy might cial he have.” See (looking severity L.Ed.2d 509 J., evaluating (King, dissenting). F.3d at 356 single incident reasonable that incident cre employee’s ness belief sum, under the standard that environment).
ated actionable hostile adopt today guidance with from the we That thus involves factors assessment Court, employee protected judge used to whether a is suf workplace opposing for an isolated from retaliation ficiently purposes hostile or abusive incident of when she reason harassment -specifically, a hostile environment claim'— ably believes that a hostile environ discriminatory whether conduct “is requirement no progress, ment is humiliating, or a physically threatening or plan that a is in for additional evidence Harris, mere offensive utterance.” See create an environment or motion to such 23, 114 course, S.Ct. 367. Of likely that such an environment is to occur. e.g., “simple offensive utterance — will have reasonable belief eomment[],” teasing” or an see “offhand occurring if that a hostile environment Faragher, 524 U.S. at physically threaten the isolated incident is generally will not create a hostile 2275 — humiliating.6 repetition ing or significant environment without Liberto, urges adopt a sup- porting the EEOC us to Notably, curiae 6. in its brief as amicus reject the hostile work environment claims ground that Clubb’s conduct was *20 contested Because the defendants sufficiently not serious to amount to a lone retaliation claims on the Liberto’s environment, hostile but award relief on in engage pro that she did not ground by retaliation claims finding that activity, analysis our is limited to tected Clubb’s conduct was enough give severe jury could find that Liberto whether Liberto a reasonable belief that a hostile there a hostile reasonably believed was environment, although formed, fully not when she progress work environment was in progress. mon reported “porch Clubb’s use key” Applying slur. the standard we C. “yes.”
adopt today,
plainly
the answer
recognized
analyzing
As we
Liberto’s
good dissenting
Our
colleague has a dif-
claims, “porch
hostile work environment
law,
ferent view of the controlling
the rele-
monkey”
epithet
just
is a racial
that is not
facts,
vant
and even what our en banc
humiliating,
“degrading
but
and humiliat majority
say.
post
does and does not
See
ing
Spriggs,
in the extreme.”
See
J.,
at
(Niemeyer,
dissenting).
293-309
Indeed,
determined that a
we
respect
With
to the hostile work environ-
jury
reasonable
could find that Clubb’s two
claims,
ment
there is disagreement over
“porch monkey”
uses of
were serious
Supreme
what
Court meant
this
enough
engender
a hostile environment.
Faragher:
sentence from
conclude, thеrefore,
further
We must
A recurring point in
hostile
[our
environ-
claims,
the context of
the retaliation
opinions
simple teasing,
ment]
is that
showing
made the
Liberto has
lesser
comments,
offhand
and isolated inci-
sufficiently
the harassment was
severe
(unless
serious)
extremely
dents
will not
render reasonable her belief that a hostile
discriminatory changes
amount to
in the
occurring. Accordingly,
environment was
terms and
of employment.
conditions
summary judgment
we vacate the
award
claims,
(inter-
on Liberto’s retaliation
addition
See
position activity
complains
when she
about an
engaged
protected opposition activity
in a
not
isolated incident of harassment
that would
by reporting an isolated incident
that was
repeated
create a hostile work environment if
offensive,
merely
the Court did so
assess-
Jordan,
enough.
often
See
retaliation
—in
unwilling
or
employers
powerless
are
only by show
be satisfied
activity, and can
pervasive
into
hostili-
prevent a descent
objective reasonableness
ing the
ty.” Id. at 308.
incident
that an isolated
belief
employee’s
threatening
physically
of harassment was
dissent,
pro-
we seek to
Contrary to the
reject
also
the dis
humiliating. We
or
expectation ingrained
hope
mote the
—
our “standard will
prediction
sent’s
rights
Supreme
laws and the
in our civil
questions” and
many new
surely generate
interpreting them —that
decisions
Court
harass
hand-wringing” over which
“much
early,
report
will
harassment
so
employees
sufficiently severe.
ing
qualifies
conduct
employers
stop
can
it before it
that their
juries
Judges See id.
a hostile
rises to the level of
environment.
humiliating,
what is
identifying
have been
powerless
regard
in that
Employers are
threatening or
physically
is
as well as what
unaware that harassment
only
they
if
are
offensive,
at least
when
merely
since
employees
But
will under-
occurring.
explained
Harris
Court
wary
reporting
abuse for
standably be
workplace
whether
how to determine
today’s deci-
fear of retribution. Under
purposes
or abusive for
objectively
sion,
hostile
reasonably perceive
employees who
claim. See 510
a hostile environment
physically threatening
an incident to be
23, 114
367.8
humiliating
do not have to wait for further
they
from
help
before
can seek
harassment
perplexed
dismayed
Finally, we are
exposing them-
employers
their
without
that, on the one
assertions
by the dissent’s
selves to retaliation.
hand,
every right to
of-
had
“Liberto
*23
of a racial
by
epithet
use
fended
Clubb’s
IV.
reasonably
in
responsibly
and
and acted
foregoing, we vacate the
Pursuant to the
incident,”
post
see
reporting the
court and remand
judgment of
district
hand,
that,
spoke
the other
Liberto
proceedings
other and further
as
for such
thereby deprived herself
up too soon and
may
apрropriate.
retaliation. As the dis-
protection
from
AND REMANDED
VACATED
it, although reporting
sent would have
do,
thing
slur was a sensible
Clubb’s
WILKINSON,
Judge,'
Circuit
with
have
for additional
Liberto should
waited
AGEE,
Judge, joins,
whom
Circuit
much
harassment
to occur—but not so
dissenting
part:
in
concurring
part and
avoid
harassment
the Clarion could
a lack
time-
liability
vicarious
because of
in this Title
alleged
The remarks
VTI
Concomitantly,
con-
ly
every
notice.
the dissent
that Americans of
action are ones
a funda-
so
tends that our decision “manifests
race
all walks of life would find
assuming
does not
employers,
wounding
mental distrust of
that the word offensive
uttered,
them.
It is incidents
humiliating epithet
begin
is
to describe
once
these,
they may appear,
as
a hostile work environ-
such as
small
development
J.).
agree,
warnings
part, joined by Agee, We cannot
colleagues
8. Two of our
issue dire
however,
by simply protecting an em-
may
"employers
today’s
cause
decision
who,
example, reports a race-based
police,” "employees
ployee
speech
[to
[to] become
another,”
reasonably believes to be
estranged
comment that she
from one
and "com-
be]
humiliating,
threatening
we
analogues
physically
panies
private
become
sector
[to]
(Wil-
segregate the
post
might
silence or
somehow
the surveillance state.” See
kinson, J., concurring
part
dissenting
workforce.
prevent
larger society
dangers
our
from be-
down the road. Holding employ
coming
place
of welcome it needs to be.
ers liable for
by
remarks made
one of their
employees where the majority points to no
good
by
rights
done
the civil
laws
prior notice to
employer
prior
and no
has been enormous and one aim of those
employer awareness of Clubb’s racist ten
it,
laws,
I
is to make the
as
understand
open-ended.
sure,
dencies is all too
To be
workplace an environment where Ameri-
employer
an
“directly
liable” for a co
race,
sex,
every
religion,
cans of
or nation-
worker’s unlawful
if
harassment
“the em
origin
actually
al
would
want to work. 42
ployer
negligent
respect
to the
§ 2000e-2
U.S.C.
and 2000e-3.
offensive behavior.” Vance v. Ball State
say
good workplace
To
that a
environ-
— Univ.,
U.S. -,
2434, 2441,
ment is poisoned
the kind of remarks
(2013).
I.
of which companies
prior
have no
aware-
As to the merits of the hostile work
ness and which
yet reported
no victim has
claim,
them,
environment
I
poses
would affirm the
to
more than the threat of
judgment open-ended
district court on the
liability.
liability
Because
grounds
that any
hinges
utterances,
other
result would
unanticipated
on
it will
stretch the
notion of vicarious
employers
protective
tend to drive
as a
liability past
breaking point.
There measure into the role of censors of all
may be an
temptation
speech
conceivably
understandable
give
even
could
Raton,
land hard on this employer,
Faragher
City
but there are
offense.
v.
Boca
2275,
being subject to retalia-
141 vilification without
775, 788,
S.Ct.
524 U.S.
(1998)
tory
An
must feel safe
lia-
(rejecting employer
actions.
L.Ed.2d 662
bringing
an incident of this
and secure
lan-
of abusive
sporadic
“the
use
bility for
management.
attention of
nature to the
jokes, and occasion-
guage, gender-related
(citation
quotation marks
teasing”
al
moreover,
Any
management,
decent
omitted)).
assuredly expect the
mayWe
seemingly wish to know of such an
would
codes, which, if
speech
workplace
arrival of
Employers
under
its roof.
occurrence
long
already
will not be
present,
for em
complaint procedures
must have
v. Sundowner
coming. Oncale
early stage-before
Offshore
to utilize at an
ployees
998,
Servs., Inc.,
75, 80, 118 S.Ct.
523 U.S.
intensify and
harassing
environments
(1998) (noting that Title
140 L.Ed.2d
Faragher
City
Boca
spread. civility
general
“a
was not meant
VII
Raton,
775, 806-08, 118 S.Ct.
524 U.S.
workplace”). Such
for the American
code
(1998);
2275,
Burlington
environment and
II.
emergent
benefit when an
hos
Employees
nipped
in the bud.
tile work environment
claim, an
As to the Title VII retaliation
that a
here, too,
show that her belief
employee must
But
there is a balance to be
or is com-
work environment exists
annual
Title
hostile
struck. The
number of
VII
objectively reasonable.
into existence is
ing
charges
retaliation
filed with the EEOC
Breeden, 532
Cnty. Sch. Dish v.
1990s.
nearly
See Clark
has
doubled since the late
—
268, 270,
Nassar,
149 L.Ed.2d
U.S.
Med. Ctr. v.
Univ. Tex. Sw.
(2001)
curiam)
-,
2517, 2531,
the ob-
(per
(applying
(2013).
standard);
Navy Fed.
jective
EEOC v.
Perhaps
L.Ed.2d 503
American
Union,
406-07
likely
Credit
employers have become twice as
Cir.2005).
1997, but
against employees
retaliate
since
I
it. One cause of the dramatic
doubt
presented
Under
circumstances
very
may
of retaliation claims
increase
here, Liberto’s belief that a hostile work
away
chipping
be a sub voce
well
coming into
environment existed or was
objectively reasonable belief standard.
The
objectively
reasonable.
existence
(suggesting
that “less-
See Id.
2531-32
alleged
spoken
to have been
words
the causation standard” for retalia-
ening
Moreover,
were abhorrent.
Clubb
Clubb
to the
claims “could also contribute
tion
occasions
epithet
separate
uttered the
claims”).
majority’s
of frivolous
*25
filing
it
at Liberto.
personally
and directed
costs,
very
“raise the
approach may
well
the entire course of conduct sur-
And
an em-
reputational,
financial and
both
remarks was abu-
rounding the offensive
objectively
is no true
where there
ployer”
part
This conduct on the
of Clubb
sive.
in the existence of a hos-
reasonable belief
enough
bring Boyer-Liberto
to
under
workplace.
tile
Id.
2532.
provi-
of the anti-retaliation
protection
objective
allowing
of
reported
dangers
Title
she
it.
The
sion of
VII when
however, go
beyond
far
slip,
to
expert
is not an
hostile
standard
An
costs to com-
reputational
financial and
Any
environment
law.
reasonable
severe,
subtle,
if
side effects
report
panies.
feel
to
this sort of
Two
person must
free
Boyer-Liberto
trammeling
of free
“could feel her breath” and
discussion:
warrant
shouting
workplace
“spit
caused Clubb
on [her]
and the construction
speech
face.”
J.A.
the races and
barriers between
sexes..
thing.
greater
Actions are one
The
dan-
A.
ger
liability
lies in predicating
on remarks.
on an
If courts lessen their insistence
here,
say
Not
language,
because Clubb’s
in a hostile
objectively reasonable belief
least,
very
played
“no
part
essential'
reporting of
permit
environment
any exposition
Chaplinksy
of ideas.”
[in]
perceived slights
manner of
to warrant
all
568, 572,
Hampshire,
v. New
315 U.S.
protection,
party
we become
Title VII
(1942).
766,
the creation
many
will be
instances of uncomfortable
values have
where First Amendment
workplace
that cannot on that
speech
basis
of a
ceased to be observed.
the context
actionably
be deemed
hostile.
It has al-
claim, it
“cru-
work environment
hostile
ways
justify sup-
been the case that “[t]o
objectively
per-
cial” to use an
reasonable
pression
speech
of free
there must be rea-
ensure that courts and
son standard “to
ground
sonable
to fear that serious evil
ordinary socializing
juries do not mistake
speech
will result
if free
is practiced.”
for actionable discrimi-
workplace”
357, 376,
Whitney
California,
v.
274 U.S.
nation. Oncale
Sundowner
(1927) (Bran-
Offshore
641,
ously, ways. in natural and creative There single way correct to behave
would be no III. around, to, thing say correct no The important search for balance is in gender. race or are worker of another We law, lest the aims of one of America’s people beings commonali- —human —with greatest compromised Acts be by a need- profound superficial ties far more than lessly censored suspicious workplace. differences. I believe majority right allowing in majority surely agrees.
The Yet fo plaintiffs proceed, retaliation claim to but cusing “bigots” on sick who “belittle racial wrong affirming the district court on minorities,” Maj. Op. (quoting at 282 Jor the merits of the Title claim. VII More Corp., v. Alt. Res. 353— dan than I regret my friends in the Cir.2006) J., (King, dissenting)), the majority recognize did not do more to majority generous potential sells the more sides, equation this is an two area of most Americans short. with more than one dimension. The har- mony of balance is nowhere to be found. must not contribute an added
Title VII
when we communi-
element
inhibition
NIEMEYER,
Judge, dissenting:
Circuit
cate with those of another sex or race.
yet
precisely
And
I fear that is
what will
that an employee’s
holds
objectively
if the
reasonable stan-
happen
“porch monkey”
use
the term
twice in a
in favor of retaliation pro-
period,
talking
dard is diluted
24-hour
when
to a fellow
any report,
marginal,
tection for
however
employee
single workplace
about
inci-
trivial,
dent,
The Supreme
workplace
unsubstantiated.
transformed the
into a
“pro-
racially
thereby
has made clear that Title
Court
VII’s
hostile environment and
discriminatory change
hibition of harassment on the basis of sex effected a
in the
requires
asexuality
androgyny
neither
nor
terms and conditions of the offended em-
Oncale,
workplace.”
ployee’s employment,
in the
in violation of Title
every ambigu-
Rights
terms and conditions
”
serious,’ ante,
ity:
‘extremely
that incident is
788,
at
Faragher, 524 U.S.
(quoting
Inc.,
So,
Systems,
in Harris [v. Forklift
2275).
118 S.Ct.
17,
367, 126 L.Ed.2d
510
114 S.Ct.
U.S.
(1993)],
in
explained that
order
295
we
however,
the
support
does not
Faragher,
statute, a
to be actionable under the
it,
majority’s
reading of
and the
majority’s
objectionable environment must
sexually
prece-
otherwise without
are
conclusions
objectively
subjectively
and
of-
be both
First,
very quotation
relied
the
dent.
fensive,
person
one that a reasonable
Faragher Court
majority,
the
on
abusive,
one
find hostile or
and
would
using noted
“isolated incidents” —
to be
perceive
that the victim fact did
serious,”
“extremely
if
sat-
plural might,—
to determine
so. We directed courts
severity requirement
for racial
isfy the
sufficiently
an environment is
whether
788,
118 S.Ct.
524 U.S.
harassment.
looking at all the
hostile or abusive by
holding, the ma-
To rationalize its
circumstances,
including
frequency
jority
plural
thus reads the
“incidents”
conduct;
discriminatory
of the
its severi-
inci-
only
“single
to refer
to a
Faragher
threatening
ty;
physically
whether it is
dent.”
humiliating, or amere offensive utter-
ance;
unreasonably
it
in-
and whether
Second,
ma
importantly,
more
employee’s
per-
terferes with an
portions
of
jority fails to note
recently,
explained
formance. Most
we
of the
Faragher
part
to which it cites were
prohibit genuine
that Title
does not
VII'
lengthier
much
discus
Supreme Court’s
ways
differences in the
but innocuous
substantively
mes
sion—and
different
routinely
men and women
interact with
type
of conduct
sage-describing
members of the same sex and
violate Title VII.
that discus
would not
recurring point
sex. A
in these
opposite
sion,
opinions
the Court drew on several
simple teasing,
is that
off-hand
opinions
noted,
appeals
courts of
from the
(un-
comments,
“
and isolated incidents
instance, that the
‘mere utterance
anof
serious)
extremely
not amount
less
will
epithet
engenders
which
ethnic or racial
discriminatory changes in the terms
feelings
employee’
in an
would
offensive
,
employment.
and conditions of
sufficiently
and conditions
alter terms
added) (citations
(emphasis,
Id. at 787-88
Far
employment
to violate Title VII.”
omitted).
marks
quotation
and internal
787,
524
able on its
Nat’l R.R. Passenger
own.”
I
101, 115,
Morgan,
Corp.
Reya Boyer-Liberto, an African-Ameri-
(2002).
Beverage occurred more than a tral to this action man, Manager. Clubb hotel’s General decisions, after had been hired. and month Liberto hiring participate did not in the record is no indication there 14, Li- night September Late on the demote, fire, or oth- authorized she was serving drinks when customer berto was tangible employment actions take erwise Hula,” that was a “Hula a cocktail ordered members of the Clarion’s against other time-consuming to make. particularly staff. the bartender at the restaurant’s When drink, make the event, bar refused to primary the exact nature whatever Clarion, to the Clarion’s Liberto walked around Liberto role Clubb’s to order the drink there. Once “pub that she bar” during deposition testified *30 ready, passed Liberto supervisor a the drink was Clubb to be never understood sure, way back to through the kitchen on her manager. To be Liberto or even a room, a Clubb, dining though even that was had worked at who believed route, as to' avoid the longer and had a much so years for close to 20 the Clarion who refused to make Berger, primary had bartender relationship with longstanding so, she, the “Hula Hula.” As she did Clubb employee, a brand-new did power out to Liberto that she was not yelled But stated that she not have. Liberto kitchen, through the but manager supposed a to cut to Heubeck and to reported then adamant did not hear Clubb. Clubb Avery, and she was Liberto named Jamie preparing as she was thought approached as her Liberto that she never Clubb check, Instead, yelling customer’s at Liberto for “understanding her manager. basically ignoring calling her and Liberto “deaf.” was that she was ... Clubb to Liberto said that the distance between the Berger’s of Dr. that was there friend enough that just smiling two was close she could “feel greet people and to be words, spittle breath” and that from that Clubb was [Clubb’s] face”—in other Indeed, hitting her. Li- Clubb’s mouth was Liberto merely “glorified hostess.” every- “okay,” large- her head and said but that she was “told shook berto stated work, ly her which made Clubb just should “humor” Clubb went about one” that she episode As the concluded Avery specifically agitated. told her “not to more and that walking away, was Clubb said did not have and Clubb go [Clubb] to because [Clubb] “going was to make [Liberto] to do voids or make decisions.” that she power that, sorry” and called Liberto either a “damn although she listened explained She Clubb, dang, porch monkey.” only did so to the extent to she to respectful had “to be and listen she beginning Septem- of her shift on At the And while everyone with.” [she] work[ed] to Liberto went to Heubeck’s office ber occasionally ask Liberto or Clubb would During conduct. complain about Clubb’s tasks, testi- employees other to do Liberto in and to meeting, Clubb came said ... regular that “it was not a routine fied Liberto, you, speak “I need to to little employees other ]” Clubb [for to] instructf that she was girl.” Liberto told Clubb did not correct her work. Clubb Heubeck, with but currently speaking was “more im- responded after she had she Liberto testified soon Clubb Clarion, then sat portant.” Liberto and Clubb working at the she felt started office, Heubeck’s down at a table outside though “singled had out” and [her] Clubb for “abandon- scolded Liberto advantage had threatened to take her Clubb previous night. As ing make station” the personal relationship with'Berger [her] to said that but he meeting up, this broke Clubb asserted that his decision to fire her going go Berger” nothing to Dr. “had “she do with her complaint” Using “teach a lesson.” a raised [Liberto] and was instead based-solely poor on her voice, again “porch called Liberto a performance. Clubb monkey.” charge Liberto filed a of discrimination later,
A couple days September on Equal with the Employment Opportunity spoke by telephone Liberto (“EEOC”) Commission September on Human Nancy Berghauer, the Clarion’s 2010, alleging discrimination based Director, regarding Resources Clubb. race and retaliation based on her engage- Berghauer typewritten made notes of the ment in protected activity, in violation of conversation and forwarded them to Ber- Title VII. The EEOC issued Liberto a ger day, September and Elman. The next Sue, Right Notice of following which 18, Elman met with Liberto discuss Liberto commenced this action. Berghauer’s situation and to ensure that In her complaint, Liberto asserted four day, notes were accurate. That same claims for relief: two counts of racial dis- Heubeck met with Clubb to discuss the crimination virtue of a hostile work incident, and Clubb denied Liberto’s alle- environment, in violation of Title VII gations. Heubeck nonetheless issued (Count I) (Count § U.S.C. *31 warning. Clubb a written III), retaliation, and two counts of also When, 17, September Berger on learned (Count II) violation of Title VII and Li- about the conflict between Clubb and (Count IV). § 1981 Liberto filed her Title berto, he asked him update Heubeck to against only VII claims the Fontainebleau on,” “exactly going what was and he also Corporation, trading as the Clarion Resort job asked about performance. Liberto’s Hotel, Fontainebleau but named both the reported Heubeck far Liberto had so Corporation Berger Fontainebleau as performed poorly every job to which she § defendants in her 1981 claims. afternoon, assigned. had been The next Following discovery, the defendants Berger met with Elman to review Liber- filed a summary judgment. motion for to’s work file and discovered that Liberto Taking deposition testimony Liberto’s as had failed the bartending Clarion’s test true, the district court held the offen- “miserably.” Berger When indicated sive support conduct was too isolated to thought he the Clarion should terminate Liberto’s claims for discrimination and re- employment, Liberto’s Elman and Ber- taliation. Accordingly, by order dated ghauer doing indicated that so “could cre- 4, 2013, April the court judgment entered ate situation” because of Liberto’s com- in favor of the appeal This defendants. plaint. Berger replied that “there’s not followed. going any good go. to be time to let her The situation will be there.” After further II Heubeck, consulting Berger made the final decision to terminate employ- holding Liberto’s that the district court erred ment, summary and Liberto was notified of the deci- entering judgment for the September sion on 21. Clubb was not defendants on hostile work Liberto’s envi- decision, claims, involved in only learning of it ronment extends Title Berger a week later. acknowledged liability beyond his the statute’s textual VII deposition complaint scope beyond Supreme Liberto’s what Court prompted record, him recognized construing to take a look at her the statute. has held, that the work must show plaintiff well estab are principles governing pervaded so discrimi it “an unlawful environment was makes Title VII
lished.
...
and conditions of
nation that
the terms
practice
employment
altered”);
with
Burlington
individual
against
employment were
to discriminate
terms,
Ellerth,
742, 752,
condi
compensation,
Indus.,
to his
Inc. v.
524 U.S.
respect
(1998)
because
tions,
employment,
2257,
privileges
or
141 L.Ed.2d
118 S.Ct.
race, color, religion,
individual’s
harassing
of such
conduct
only
(recognizing
42 U.S.C.
sex,
origin.”
national
or
can effect a
pervasive”
that is “severe or
2(a)(1).
obviously
provision
“This
§
the terms
alteration[]
“constructive
2000e—
respect
discrimination
prohibits
employment”
and thus be
conditions
that have direct eco
decisions
VII”);
Title
On
“cognizable
come
under
termination,
consequences, such
nomic
cale,
81,
(empha
299
ly pervasive
qualify
in the ‘terms and conditions
could there
changes
—nor
”
such,
at
employment.’ Faragher,
U.S.
be. As
this casé falls outside the
(citation and some internal'
management.” Id. at 2446 n. 8. It similar-
Jamie,
fact, told me
as a matter
if
ly noted that
the individuals vested with
of
did
go
[Clubb]
not to
because
decisionmaking power
{Clubb]
“have a limited abil-
voids or make
ity
power
discretion
not have the
to do
independent
to exercise
(unless
serious)
I
report
extremely
had to
to Jamie
will not
decisions.
amount
And at the time
to discriminatory changes
Richard
[Heubebk].
the ‘terms
”
any management
did not hold
employment.’
[Clubb]
and conditions of
788,
added)
keys
cards or
as Jamie did.
(emphasis
In
relying
addition to
on a blatant mis-
238)
(quoting Rogers,
454 F.2d at
characterization of Liberto’s understand-
(internal
omitted).
quotation marks
As
Clarion,
ing of Clubb’s role at thе
clear,
making
the Court has made
majority’s conclusion that Liberto’s hostile
such a
in the workplace,
statement
al
work environment claims should reach a
offensive,
though highly
not suffi
jury
“does
faulty interpretation
also rests on a
ciently
employment
affect the conditions of
a handful of words from the
Harris,
implicate
Title
Specifically,
majority
VII.”
510 U.S. at
places
Court.
great
emphasis
deal of
physical harm. Cf.
“porch
the slur
supervisor
that his
carved
46.05[3][b],
§
at
Discrimination
ployment
ship
aluminum of the
monkeys” into the
ed.2012)
(2d
single
that “a
(noting
46-82
working, and the Elev-
they
which
were
a co
against
assault
physical
incident of
that that “isolated
enth Circuit observed
by [discriminato
that is motivated
worker
But
ment.’
pervasive
more
and more
Etoh was both
than the harassment
issue here.
severe
acknowledges that
this
case,
African-
plaintiff
In that
—an
time that our court
case marks the first
financial modeler—asked
American senior
jury
that a reasonable
could
has concluded
why
Audit Executive
company’s
his
Chief
a hostile work envi-
presence
find the
conjunction
a raise in
he had not received
was, most,
two
ronment based on what
at 574-
promotion.
a recent
F.3d
with
repeated
relating
statements
to a
him,
Executive
response,
told
ante,
incident.
at 280-81. What the
See
you,
young
“For a
black man smart
we
.like
however,
acknowledge,
majority does not
I think
happy
your expertise;
to have
are
our court an
today’s
is that
decision makes
already
you
money.”
a lot of
paying
I’m
appeals.
courts of
among
outlier
the other
(internal quotation marks omit
Id. at 575
'
being straightforward
instead of
And
ted).
later,
plaintiff
months
Several
fact,
majority attempts
about
discussing
responsibilities
his work
was
its conclusion with citations to
bolster
In
President of
company’s
with the
Vice
Eleventh Circuit’s decision
Adams
meeting “became
ternal Audit when the
U.S.A, L.L.C.,
Austal,
the hostile
event,
Ill
by
single
by
rather
itated
but
independent
by
two
statements made
two
If,
holds,
majority
Clubb’s twice
high-ranking company
different
officials calling
“porch
Liberto a
monkey”
con-
indisputably supervisors
both
who were
nection
single
with a
workplace incident
at
plaintiff.
Id.
577-78. Those state was a practice
VII,
made
unlawful
Title
ultimately
psychological prob
ments
led to
it
necessarily
would
follow that Liberto
directly
plaintiff
lems and
caused the
.to
claim,
also stated a retaliation
for such a
Second,
miss work.
Id. at 577.
the racist
claim arises
when an
opposes
during
comments were made
conversations
any practice made an unlawful practice by
pay
about the
plaintiffs
assign
Title
subjected
VII and therefore is
to an
ments,
increasing
thus
the statements’
ante,
adverse
action. See
at
ability to “alter the conditions of the vic
majority
281. The
could have ended its
Harris,
employment.”
tim’s
retaliation claim analysis without saying
contrast,
By
367.
the case
Instead,
more. But
gratu-
it did not.
it
(1)
hand,
only
there was
one incident
itously proceeded
adopt
unprecedent-
(2)
harasser;
involving
alleged
one
the al
ed standard for retaliation claims that is
leged
perceived
harasser was
plain
necessary
much broader than
to resolve
tiff to
a “glorified
be
hostess” with no
so,
doing
Liberto’s claim. In
it also unnec-
(3)
decisions”;
to ...
“power
make
essarily
part
overruled
of our decision in
although
alleged
harasser denied mak
Jordan v. Alternative
Corp.,
Resources
statement,
ing the
offensive
(4th Cir.2006).
F.3d 332
promptly
reprimand,
issued her a written
warning her “to be cautious
the lan
[that]
A
guage or phrases
she uses can not
[that]
new,
As to its
broad standard for retalia-
perceived
derogatory.”
as racist or
[sic]
claims,
tion
majority
beyond
moves far
For the
given,
alleged
reasons
Clubb’s
scope
any statutory language
“porch monkey”
use
the term
twice in
precedent
Court
to conclude
less than 24
talking
hours when
about a
employee opposes
even when an
not,
law,
single incident was
as a matter of
incident,
offensive
“a
she has
reasonable
sufficiently
pervasive
severe or
to create a belief that a hostile work environment is
racially hostile work environment that al- occurring” whenever the incident is humili-
tered the terms and conditions of Liberto’s
Ante,
284;
ante,
ating.
see also
at 284-
employment.
I would therefore affirm the
standard,
Applying
“
summary judgment
district court’s
on Li-
‘porch monkey’
concludes that- because
berto’s Title VII hostile work environment
epithet
just
a racial
humiliating,
is not
claim.
‘degrading
humiliating
but
in the ex-
”
reasons,
treme,’
For
I
necessarily opposing
the same
would also af-
Liberto was
firm
summary judg-
the district court’s
a hostile work environment that was “in
progress”
brought
ment
hostile work environ-
when she
racial
Liberto’s
*37
Jordan,
Ante,
progress.”
happened
at
has
or is in
management’s attention.
to
slurs
added).
185).
(emphasis
458 F.3d
(quoting Spriggs,
and untena-
Undoubtedly,
gratuitous
this
standard, when an
the Jordan
Under
widespread litiga-
generate
holding will
ble
complaint relates to another
employee’s
workplace
many offensive
the
tion over
conduct,
do not
harassing
we
employee’s
everyday
employees
that
made
comments
already
to have
the harassment
require
humiliating.
find to be
Title
level actionable under
risen to the
must,
statute,
Title
the
as we
Turning to
opposition activity to
in order for her
VII
makes it un-
provision
antiretaliation
VII’s
But
from retaliation.
when
protected
be
an
to discriminate
“for
lawful
has not risen to the
offending
the
conduct
...
employees
his
because
against
of
by Title
made unlawful
practice
level of
any practice
opposed
has
employee]
[the
VII,
recognized that it
be
we also
would
employment practice
an unlawful
made
assume,
“simply
without
inappropriate
2000e-3(a).
§
Read
VII].” U.S.C.
[Title
more,
opposed conduct [would]
that
provides pro-
naturally,
provision
this
most
repeated
unabated.”
continue or [would]
employee
to an
from retaliation
tection
Jordan,
Instead,
held
does not translate into an objectively rea B
sonable belief that workplace has itself become employees abusive to because of In addition to adopting a broad and their race. Butler v. Ala. Dep’t unprecedented evaluating standard for re- Cf. of (11th Transp., 536 F.3d Cir. VII, major- taliation claims under Title 2008) (“[N]ot every by act an employee in ity gratuitously also a portion reverses opposition to racial pro discrimination is in a by Judge King, Jordan manner which opposition tected. The must be directed author, majority’s explicitly vindicates at an employment practice unlawful an Jordan, his dissent in notwithstanding his employer, not an act of by discrimination a presents concession that this case distin- ” added)) private (emphasis individual guishing circumstances. Techs., (quoting Little v. United Carrier Notably, majority does not overturn Div., Transicold way all of It in suggests, Jоrdan. no Cir.1997)) (internal quotation marks omit example, the isolated incident at issue ted). in -that sufficiently case was severe to cre- Moreover, were, Indeed, Clubb’s statements as a ate a hostile work environment. law, matter of too give isolated to Liberto “observ[ing] that the district court im- an objectively properly reasonable ’belief that analogized this matter ... to Jor- dan,” likely offensive conduct was ripen into a instead confirms that “a hostile work environment. Liberto has racist remark that was made a mere co- any not identified evidence in the plaintiff] record worker and not aimed at [the suggesting workplace any employee” racism was other a does not amount to prior statements, Ante, afoot Clubb’s nor hostile work environment. at 281. to con- leading the Court “oppose,” term majority indicate
Nor does
statutory interpreta-
a matter
clude—as
belief
had a reasonable
plaintiff
Jordan
“[tjhere
... no reason
is
tion—that
was tak-
work environment
a hostile
by re-
person
‘oppose’
a
can
doubt that
his co-
reported
he
at the time
ing shape
just
question
else’s
sponding to someone
supervi-
comment to his
racist
worker’s
discussion,
by provoking the
surely as
Rather,
only portion
Jordan
sors.
nothing
requires
in the statute
already
its
majority overrules is
that the
who
protecting
rule
freakish
whose re-
plaintiff
rule that
liberalizing
on her own initia-
reports discrimination
objectively
on an
taliation claim based
reports
who
the same
tive but not one
a hostile work envi-
belief that
reasonable
when her
in the same words
discrimination
yet
progress,
but
ronment was
276-78,
question.”
Id.
boss asks
existence,
only point to some evi-
need
Clearly, nothing
holding
in this
indicating
such an environment
dence
Ante,
Jordan.
“incompatible”
Jordan,
“likely to occur.”
*39
283.
ante,
340;
at 282.
see
in
North-
Similarly,
Burlington
the issue
aspect of
majority
that this
claims
“Title VII’s antiretalia-
ern was whether
incompatible
[v.
with
“is
Jordan
Crawford
only
employer
those
provision
tion
forbids
Nashville &
Metropolitan Government of
resulting harms that are relat-
actions and
271, 279,
County, 555 U.S.
Davidson
workplace,”
or the
employment
ed to
(2009)],
846,
as well
172 L.Ed.2d
S.Ct.
antidiscrimi-
does the statute’s substantive
decisions direct-
Supreme
as other
Court
61,
At more ness in reporting harassment with the being faults the Jordan standard as concept laches described hope expectation odds “the Faragher, Court in 524 U.S. at employees report early, will harassment developed by this court in before it rises to the level of a hostile work Matvia, order to invent Ante, Along environment.” these a fictitious lines, actuality, Catch-22. an 'majority em suggests when ployee only risks retaliation early reporting reporting combined with the “com defense,” early too pelled by Ellerth/Faragher when there is insufficient conduct places expe VII, who has about complain Jordan which to under Title rienced an isolated of harassment only incident and she risks dismissal of her claim in an position; leaving untenable her vul reporting too late when she inordinate reports nerable to retaliation if she her ly delays coming forward. supervisor’s insulating conduct and however, point, More to the it is not the liability from should she fail to role of this court early to incentivize the Ante,
report
majority’s
it.
at 282. The
objectionable
reporting of
conduct where
dilemma, however,
First,
is a false one.
*40
Congress itself has not seen fit to do so.
Ellerth/Faragher
the
аffirmative defense
Indeed, Congress could have written Title
only
an employer
enables
to avoid vicari
antiretaliation provision
provide
VII’s
to
liability
supervisor’s
ous
for its
creation of
protection
every
to
employee
reports
who
a hostile work environment if the
offensive,
any
racially or sexually charged
prove
can
both that it “exercised reason
workplace incident that makes him or her
prevent
promptly
able care to
and correct
See,
uncomfortable. But it did not.
e.g.,
behavior,
harassing
...
...
that
Breeden,
269-71,
532 U.S. at
plaintiff employee
the
unreasonably failed
(holding
employee
that an
did not
advantage
any preventive
to take
of
or
engage
protected activity
when she
opportunities provided by
corrective
that,
complained
during meeting,
a
her su-
employer or to avoid harm otherwise.”
pervisor
sexually explicit
read aloud a
Ellerth,
would offensive, unacceptably were to Liberto able belief that a hostile work environ- with an they were made connection developing. process ment was incident, they were and therefore isolated assuming if a must be the existence of insufficient to demonstrate humiliating instance of harassment that altered environment a hostile work occurred, objectionable conduct has then conditions of Liberto’s em- the terms and at a level suffi- repeated is bound to be conclude, I as did ployment. would also work environ- cient to create hostile court, that because Title VII’s the district course, this, ment. But does follow. requires, as we provision antiretaliation hand-wringing anticipate And I can much it, liberally employ- have construed community determining legal in the when to a hostile work opposition must be ee’s reasonably believed that she qualifies environment particular whether incident progress, retaliation Liberto’s Thus, claims also fail. I would affirm. America,
UNITED STATES of
Plaintiff-Appellee, BERCIAN-FLORES,
Jose Geovani a/k/a Jeovany Bercian-Flores,
Jose a/k/a Flores-Mendosa,
Jose Geovani a/k/a
Napolean Villalta, Defendant-Appel-
lant.
No. 13-4504. Appeals,
United States Court of
Fourth Circuit.
Argued: Jan. 2015. May
Decided: *42 Brown, Jr.,
ARGUED: Richard Lamb Brown, Jr., Law Offices Of L. Richard Monroe, Carolina, North for Appellant. Amy Ray, Elizabeth Office Of The United
