OPINION
Smita and Taran Sanghvi (“the Sangh-vis”) wanted to expand their residential Alzheimer’s care facility located in an unincorporated area of Los Angeles County (“the County”) adjacent to the City of Claremont (“Claremont” or “the City”). To that end, they sought to obtain sewer service from the City. Explaining that it had an existing policy against connecting properties outside its corporate limits to its sewer system unless the property owners agreed to annexation, the City refused to provide the requested service. Additionally, in what the Sanghvis contend were unlawful acts of retaliation, the City took numerous actions opposing the Sanghvis’ efforts to expand their facility, including instituting legal action against them and lobbying County officials. The Sanghvis contend that the City’s alleged acts of retaliation and the denial of their request for sewer service violated their civil rights and discriminated against handicapped Alzheimer’s patients who would reside in their expanded facility. They asserted claims against the City and various City officials (collectively “the City”) under 42 U.S.C. § 1983 and the Fair Housing Act (“FHA”), 42 U.S.C. § 3604. 1
Summary judgment proceedings disposed of all claims except the Sanghvis’ FHA claims of discrimination based on disparate treatment, and the City’s alleged failure to reasonably accommodate the housing needs of the disabled Alzheimer’s patients. Those claims were tried to a jury which returned a verdict in favor of the City. The district court denied the Sanghvis’ post-trial motions, and entered judgment in the City’s favor. The Sangh-vis appeal. They argue that the district court should have granted their motions for judgment as a matter of law or, in the alternative, for a new trial. In support of that argument, they contend they established a prima facie case of discrimination under the framework of
McDonnell Douglas Corp. v. Green,
The Sanghvis also argue that the district court erred in its jury instructions and special verdict form, both of which employed the McDonnell Douglas formulation for resolving the discrimination issue. In addition, they challenge the district court’s summary judgment in favor of the City on their retaliation claim, which judgment the court granted by relying on the Noerr-Pennington doctrine. Finally, they contend the district court erred in precluding them from presenting evidence of losses sustained by their closely-held corporation, Mountain View Alzheimer’s Center, Inc. (“Mt. View”).
We have jurisdiction pursuant to 28 U.S.C. § 1291, and we affirm.
*536 I
Motions For Judgment as a Matter of Law and For a New Trial
We review de novo the district court’s denial of the Sanghvis’ motion for judgment as a matter of law.
Pavao v. Pagay,
We review for abuse of discretion the district court’s denial of the Sanghvis’ motion for a new trial.
Pavao,
Having reviewed the record as a whole, we conclude that the district court did not err in denying either motion.
A Discrimination Claim
To prevail on their discrimination claim under the FHA, the Sanghvis had to prove that the City discriminated against the facility’s tenants — Alzheimer’s patients — by refusing to connect the Sanghvis’ facility to the City sewer system unless the Sanghvis agreed to annexation. 42 U.S.C. § 3604(f)(2)(B) (2000). 2 In attempting to prove their FHA claim, the Sanghvis presented evidence to establish a prima facie case based on the McDonnell Douglas framework, 3 the elements of which, as applied to this case, are:
(1) plaintiff is a member of a protected class; (2) plaintiff applied for a [sewer connection] and was qualified to receive it; (3) the [sewer connection] was denied despite plaintiff being qualified; and (4) defendant approved a [sewer connection] for a similarly situated party during a period relatively near the time plaintiff was denied its [sewer connection].
Gamble,
The Sanghvis argue that because, on their discrimination claim based on disparate treatment, they made the showing *537 necessary under the McDonnell Douglas formulation to survive summary judgment, the district court should have instructed the jury that they had established a prima facie case of discrimination under the FHA. This argument misconstrues the role of the prima facie case in the McDonnell Douglas framework.
“A McDonnell Douglas prima facie showing is not the equivalent of a factual finding of discrimination .... Rather, it is simply proof of actions taken ... from which we infer discriminatory animus because experience has proved that in the absence of any other explanation it is more likely than not that those actions were bottomed on impermissible considerations.”
Gay,
During trial, the City produced evidence that, by requiring the annexation of property in exchange for a sewer connection, the City could require property owners to conform their properties to the City’s general development plan. Although the City had not enforced its annexation policy before the Sanghvis applied for a sewer connection, City Engineer Craig Bradshaw testified that the reason the City had approved earlier connections without annexation was that theretofore he and other employees in the Engineering Department had been unaware of the annexation policy. Once the City Manager made the Engineering Department employees aware of the policy, it was strictly enforced. The City has not, since then, extended sewer service to properties outside its corporate limits. This evidence supported an inference that the Sanghvis did not qualify to receive a sewer connection, and it supported a finding that the City had a legitimate, non-discriminatory reason for denying a sewer connection to the Sanghvis’ property.
When the trial evidence reached this point, “the
McDonnell Douglas
framework — with its presumptions and burdens — [was] no longer relevant.”
St. Mary’s Honor Ctr. v. Hicks,
B. Reasonable Accommodation
Under the FHA, discrimination includes “a refusal to make reasonable accommodations in rules, policies, practices, or services, when such accommodations may be necessary to afford [a handicapped] person equal opportunity to use and enjoy a dwelling.” 42 U.S.C. § 3604(f)(3)(B) (2000). “ ‘While a [city] need not be required to make “fundamental” or “substantial” modifications to accommodate the handicapped, it may be required to make “reasonable” ones.’ ”
City of Edmonds v. Wash. State Bldg. Code Council,
The Sanghvis presented no evidence from which the jury could conclude that the requested accommodation was an accommodation required by the Alzheimer’s patients. It was an accommodation sought by the Sanghvis for their personal benefit. They wanted a sewer hook-up without annexation because they did not want to incur the added cost of complying with the City’s building requirements. This was an economic concern of the Sanghvis, not a therapeutic concern of the Alzheimer’s patients.
See Brandt v. Village of Chebanse,
The Sanghvis’ reasonable accommodation claim fails because there was a “legally sufficient basis for a reasonable jury to find” in the City’s favor. Fed.R.Civ.P. 50(a).
II
Jury Instructions and Special Verdict Form
The Sanghvis argue that the district court erred in its jury instructions and special verdict form, both of which set out the
McDonnell Douglas
burden-shifting framework.
5
Although we have never di
*539
rectly addressed the question of the propriety of the use of the
McDonnell Douglas
framework in jury instructions and special verdict forms, we have stated that “it is not normally appropriate to introduce the
McDonnell
Douglas burden-shifting framework to the jury.”
Costa v. Desert Palace, Inc.,
A majority of our sister circuits concur in this view, although none has found the error substantial enough to warrant reversal. Some decisions criticize any use of the
McDonnell Douglas
formulation in instructing the jury, emphasizing that the only question that should go to the jury is the ultimate question of discrimination; other circuits condemn the use of legalistic language and the complexities of burden shifting without rejecting the
McDonnell Douglas
framework outright.
See Cabrera v. Jakabovitz,
In contrast, only one circuit has not disparaged the use of the
McDonnell Douglas
framework in jury instructions.
See Gafford v. Gen. Elec. Co.,
Having considered the views and observations of this and other circuits, we conclude that it is error to charge the jury with the elements of the
McDonnell Douglas
prima facie case. The technical ele-
*541
merits of the presumptions and shifting burdens have significant potential to confuse juries.
See Costa,
Moreover, “at [the jury] stage, the framework unnecessarily evades the ultimate question of discrimination
vel non.” Id.
at 855-56, quoting
Aikens,
In the present case, however, the Sanghvis waived their challenge to the instruction the district court gave by failing to object to it. See Fed.R.Civ.P. 51. Moreover, they requested an alternative instruction of their own that incorporated the McDonnell Douglas three-step burden shifting analysis.
With regard to the special verdict form, the Sanghvis objected in the district court to questions one through five, stating that those questions were likely to confuse the jury on the discrimination and accommodation issues. Their objection, however, did not alert the district court to the
McDonnell Douglas
issue. In an attempt to raise that issue in this appeal, they recast their objection to the special verdict form citing
Watson,
Although questions one through five incorporated elements of the
McDonnell Douglas
framework, there was abundant evidence that the City denied the sewer connection for reasons other than intentional discrimination against the handicapped. Thus, any confusion that
may
have been engendered by the inclusion of questions modeled on the
McDonnell Douglas
factors was harmless, and did not constitute reversible error.
See Cancellier v. Federated Dept. Stores,
The Sanghvis argue, however, that the jury was in fact confused, as demonstrated by a question the jury submitted to the court during deliberations. The jury asked: “Re: Questions 1 & 2, what is meant by ‘qualified’? Who or what agency qualified [the Sanghvis] for sewer connection?” Answering this question, the court explained: “ ‘Qualified,’ as used in these instructions, means whether Plaintiffs were similarly situated as other persons outside the City who received sewer hook-ups. The City of Claremont was the sole agency which could qualify Plaintiffs for a sewer connection.” The Sanghvis do not contend that this explanation was erroneous. Instead, they argue the fact that the jury sought clarification proves the jury was confused, and as a result they are entitled to a new trial. We disagree.
*542
The jury’s request for clarification of the term “qualified” does not reflect confusion with the special verdict form or with the court’s instructions. Rather, it reflects a jury focused on the threshold issue of whether the Sanghvis qualified for a sewer connection. The court’s responsive instruction answered that inquiry. Given the parties’ conflicting evidence regarding the existence and application of the City’s annexation policy, it was appropriate for the jury to determine, consistent with the district court’s explanatory instruction, whether or not the Sanghvis met the threshold requirement of qualifying for a sewer connection.
See, e.g., Lynn v. Regents of the Univ. of Cal.,
Neither the court’s jury instructions nor the special verdict form require reversal in this case.
Ill
Summary Judgment — The Retaliation Claim
Relying upon the Noerr-Pennington doctrine, the district court granted summary judgment in favor of the City on the Sanghvis’ retaliation claims. We affirm that judgment.
The
Noerr-Pennington
doctrine, first enunciated in
Eastern Railroad Presidents Conference v. Noerr Motor Freight, Inc.,
The right of the people to inform their representatives in government of their desires with respect to the passage or enforcement of laws cannot properly be made to depend upon their intent in doing so. It is neither unusual nor file-gal for people to seek action on laws in the hope that they may bring about an advantage to themselves and a disadvantage to their competitors.
Id.
at 139,
In
Manistee Town Center v. City of Glendale,
we extended this immunity to petitioning activity by a municipality and its officials.
The district court correctly applied Manistee in granting summary judgment in favor of the City on the Sanghvis’ retaliation claims. The City and its officials opposed the expansion of the Sanghvis’ facility by lobbying other public officials, including state legislators and members of the County Board of Supervisors and by filing suit against the Sanghvis and the Los Angeles Regional Water Quality Control Board (which had allowed the Sangh-vis’ facility to operate with a septic tank during the initial years of its expansion). These petitioning activities fall within the protective ambit of Noerr-Pennington.
The Sanghvis argue we should apply the “sham” exception to the
NoerrPennington
doctrine. We disagree. That exception applies when “a publicity campaign, ostensibly directed toward influencing governmental action, is a mere sham to cover what is actually nothing more than an attempt to interfere directly with the business relationships of a competitor and the application of the Sherman Act would be justified.”
Id.
at 1094 (quoting
Noerr,
IV
Conclusion
The jury’s verdict in favor of the City was not contrary to the clear weight of the evidence. The district court did not err in denying the Sanghvis’ motions for judgment as a matter of law and for a new trial. Neither the district court’s jury instructions nor its use of the special verdict form require reversal in this case. Summary judgment was properly granted in favor of the City on the Sanghvis’ retaliation claim.
AFFIRMED. 8
Notes
. Unless otherwise specified, all further references are to Title 42 of the United States Code.
. The statute makes it unlawful
[t]o discriminate against any person in the terms, conditions, or privileges of sale or rental of a dwelling, or in the provision of services or facilities in connection with such dwelling, because of a handicap of ... a person residing in or intending to reside in that dwelling after it is so sold, rented, or made available....
42 U.S.C. § 3604(f)(2)(B) (2000).
. The
McDonnell Douglas
formula has been extended beyond the Title VII context in which it was first developed. It has been applied to claims brought under the FHA, Age Discrimination in Employment Act ("ADEA”), and § 1981.
See, e.g., Gamble v. City of Escondido,
.As the Supreme Court has stated, the
McDonnell Douglas
formula is not to be applied in a "rigid, mechanized, or ritualistic” manner, and there may be cases for which this formulaic showing is not required.
See Furnco Constr. Corp.
v.
Waters,
. Relying on the McDonnell Douglas formulation, the district court instructed the jury in relevant part:
Plaintiffs claim a violation of the Fair Housing Act for intentional discrimination based upon defendants' opposition to the facility before Los Angeles County and the California Regional Water Quality Control Board and defendants’ implementation of its sewer policy.
For this claim, plaintiffs have the burden of proving each of the following elements by a preponderance of the evidence to establish their prima facie case:
1. Plaintiffs are members of a protected class.
2. Plaintiffs applied for a sewer connection and were qualified to receive it.
3. The sewer connection was denied despite plaintiffs being qualified.
4.Defendants or the other governmental entities approved sewer connections for similarly situated persons during a period relatively near the time plaintiffs were denied its sewer connection.
If you should find that plaintiffs failed to prove any of the above listed elements, your verdict should be for the defendant on plaintiffs’ claim for violations of the Fair Housing Act based on disparate treatment.
If plaintiffs establish their claim of a violation of the Fair Housing Act based on intentional discrimination, defendant must present evidence of some legitimate, nondiscriminatory reason for its actions.
If you find that the defendant failed to present evidence of a legitimate, nondiscriminatory reason for its action, your verdict should be for the plaintiffs on the vio *539 lation of the Fair Housing Act based on disparate treatment.
If the defendant articulates a legitimate, nondiscriminatory reason for its actions, plaintiff must then prove by a preponderance of the evidence that the defendants’ reasons for its actions is a mere pretext to discrimination.
If the plaintiffs fail to prove by a preponderance of the evidence that the reason asserted by the defendant is a mere pretext to discrimination, your verdict should be for the defendant on the claim of violation of the Fair Housing Act based on disparate treatment.
In reaching this conclusion, you may consider the evidence establishing plaintiffs’ prima facie case and all reasonable inferences drawn therefrom on the issue of whether defendants’ explanation is pretex-tual.
The special verdict form given to the jury tracked the jury instructions, asking in relevant part:
Question No. 1: Did plaintiffs apply for a sewer connection with the defendant for which plaintiffs were qualified to receive?
Answer "yes” or "no.”
If you answer Question No. 1 "no," then go directly to Question No. 6. If you answer Question No. 1 "yes,” then answer Question No. 2.
Question No. 2: Was the sewer connection denied to plaintiffs despite plaintiffs being qualified for the connection?
Answer "yes" or "no.”
If you answer Question No. 2 "no,” then go directly to Question No. 6. If you answer Question No. 2 "yes”, then answer Question No. 3.
Question No. 3: Did defendant approve sewer connections for similarly situated parties during a period relatively near the time plaintiffs were denied their sewer connection?
Answer "yes" or "no.”
If you answer Question No. 3 "no,” then go directly to Question No. 6. If you answer Question No. 3 "yes,” then answer Question No. 4.
Question No. 4: Did defendant establish a legitimate, non-discriminatory reason for its denial of the sewer connection?
Answer "yes” or "no.”
If you answer Question No. 4 "no,” place a "Not Applicable” in the answer to Question No. 5 and then go directly to Question No. 6. If you answer Question No. 4 "yes," then answer Question No. 5.
Question No. 5: Have plaintiffs shown by a preponderance of the evidence that defendant's legitimate, non-discriminatory reason for its refusal to connect plaintiffs’ facility to the sewer was a pretext to discrimination?
Answer "yes” or “no.”
. The First, Seventh, and Tenth Circuits also appear to disapprove of the wholesale adoption of the
McDonnell Douglas
formulation in jury instructions.
See Loeb v. Textron, Inc.,
. For reference purposes only, see Manual of Modern Civil Jury Instructions for the District Courts of the Ninth Circuit, Instruction No. 12.1 (2001).
. The Sanghvis’ evidence of losses incurred by Mt. View, their closely-held corporation, was properly excluded because Mt. View is not a party to this action.
Erlich v. Glasner,
