BRENDA K. TAITE, Plaintiff, Appellant, v. BRIDGEWATER STATE UNIVERSITY, BOARD OF TRUSTEES; BRIDGEWATER STATE UNIVERSITY OFFICE OF EQUAL OPPORTUNITY, Defendants, Appellees, ERIN DEBOBES, official and individual capacity, Defendant.
No. 18-1229
United States Court of Appeals For the First Circuit
June 2, 2021
Hon. Patti B. Saris, U.S. District Judge
Before Lynch, Thompson, and Barron, Circuit Judges.
Yotam Barkai, with whom Christopher D. Belelieu and Boies Schiller Flexner LLP were on brief, for appellant.
Joseph P. Lucia, Assistant Attorney General, with whom Maura Healey, Attorney General of Massachusetts, was on brief, for appellees.
I. BACKGROUND2
A. How It All Started
BSU is a public university owned and operated by the Commonwealth of Massachusetts. In early 2015, BSU created the position of Staff Associate, Equal Opportunity/Title IX
- Master‘s degree, OR Bachelor‘s degree in relevant discipline . . . . Degrees in psychology, counseling, social work or criminal justice are viewed favorably.
- A minimum of 3 years [of] demonstrated experience in complaint, incident, and/or grievance investigation and resolution.
- Experience and training regarding conducting sensitive and confidential investigations alleging discrimination and harassment.
- Knowledge of and ability to interpret federal and state laws regarding discrimination, harassment and equal opportunity.
The preferred qualifications advertised, in relevant part, were:
- Juris Doctorate or Advanced Degree preferred[.]
Over 3 years’ experience in complaint and/or grievance investigation and resolution. - Experience in a higher education setting preferred, public higher education highly preferred.
- Experience with affirmative action.
- Experience conducting mediations.
- Experience handling reasonable accommodation requests.
- Experience with Title IX, Title VI, the ADA [Americans with Disabilities Act], the Rehabilitation Act . . . .
- Background in human resources, student affairs, or diversity programming viewed favorably.
A three-person search committee (the “Search Committee“), which included DeBobes, received eighty-five applications and selected the top sixteen applicants for an initial phone interview, then invited the top five applicants to interview on campus. The Search Committee solicited five BSU administrators (the “evaluators“) to observe and evaluate the finalists. The interview consisted of: (1) a 15-minute presentation “on race and national origin/discrimination and discriminatory harassment“; (2) a 20-minute “mock investigation” involving a potential Title IX complaint fact pattern in which a female “student” (played by a BSU staff member) complained her male “professor” (played by another BSU staff member) used harassing names in class and made her feel uncomfortable; and (3) an interview with the Search Committee members.
Each candidate‘s interview performance was to be assessed with the same evaluation form. The form first asked the evaluators to score each candidate in the following categories: “Preparation and Organization,” “Presentation and Delivery,” “Quality of Audiovisual Materials (if applicable),” and “Ability to Answer Questions.” The scores ranged from 1 (poor) to 5 (exceptional). Then, the forms asked the evaluators to list positive feedback about each candidate‘s presentation and to discuss the candidate‘s overall performance.
On or about March 30, 2015, Taite applied for the Position at BSU by submitting an application, cover letter, and résumé. Taite self-identified as Black in her affirmative action application materials. According to her résumé, she had an Associate Degree in Arts, Secondary Education, and History, a Bachelor of Arts Degree in History, a Master of Science Degree in Health Care Administration, and a Juris Doctor Degree, as well as
The Search Committee selected Taite for an initial phone interview on or about April 7, 2015, and a few days later, invited her, among five finalists, to a May 7, 2015, on-campus interview. Four of the finalists, including Taite, were Black.6 The fifth finalist, Jocelyn Frawley, was white, and her on-campus interview was held on April 28, 2015. All members of the Search Committee, as well as the evaluators, were white.
At the time of her interview, Frawley had a Bachelor‘s Degree in Psychology and Public Management and Policy and was
As seen on her BSU interview evaluation forms, Frawley received mostly 5s, some 4s, and a couple of 3s. She was lauded for her presentation and received mostly positive feedback on her overall performance. In contrast, Taite received mostly 3s and 4s, some 2s, and some 5s. Taite‘s evaluators gave her some
After completing all the on-campus interviews, the Search Committee deliberated to select one finalist to hire. Frawley was the first choice of each Search Committee member and on May 19, 2015, BSU offered her the Position, which she accepted one week later. On June 12, 2015, DeBobes, via e-mail, informed Taite she was not selected for the Position, stating, “[a]lthough your credentials are commendable, we have selected another applicant whose qualifications were more appropriate for our present needs.”
B. The Travel of the Case
Taite believed BSU failed to hire her for the Position because of her race and, proceeding pro se, brought a single claim of race discrimination that survived defendants’ motion to dismiss. After BSU answered the amended complaint, the parties proceeded to discovery.
In due course, BSU filed a motion for summary judgment. In it, BSU articulated that the record evidence supported only one
On March 1, 2018, the magistrate judge (to whom the motion had been referred) issued a report and recommendation to allow BSU‘s motion for summary judgment. In sum, the magistrate judge found BSU had articulated a legitimate, nondiscriminatory reason for hiring Frawley over Taite and Taite had failed to prove BSU‘s articulated reason was pretextual and motivated by racial animus. The magistrate judge concluded: “[N]o reasonable fact-finder on this record could conclude that race was a motivating factor in BSU‘s decision to select Frawley.”
II. STANDARD OF REVIEW
We give a de novo look to the district court‘s grant of summary judgment, assessing the record ourselves in the light most favorable to the non-movant (Taite) and drawing all reasonable inferences in her favor. See Gerald v. Univ. of P.R., 707 F.3d 7, 16 (1st Cir. 2013). We affirm only if the record reveals “no
III. DISCUSSION
Contending here as she did below, Taite argues that BSU did not offer her the Position on account of her race in violation of Title VII, which prohibits employers from failing or refusing to hire or otherwise discriminating against any individual “with respect to . . . compensation, terms, conditions, or privileges of employment, because of such individual‘s race.”
A. The McDonnell Douglas Framework
Because Taite does not allege there is evidence of direct discrimination, we, like the district court, apply the familiar three-step, burden-shifting framework established in McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973), for allegations of circumstantial evidence of discrimination.
i. Step One
At Step One, Taite has the burden to establish by a preponderance of the evidence a prima facie case of racial discrimination by showing: (i) she‘s a member of a protected class; (ii) she was qualified for the Position; (iii) she applied to the Position and wasn‘t hired; and (iv) the Position was filled by someone with similar or inferior qualifications. See Cruz v. Mattis, 861 F.3d 22, 25 (1st Cir. 2017) (applying the McDonnell Douglas framework in a claim of discriminatory hiring under Title VII). Once established, she is entitled to an inference of
ii. Step Two
Once a prima facie case is made then, at Step Two, the burden of production shifts to BSU to articulate a legitimate, nondiscriminatory reason for hiring Frawley instead of Taite. See Cruz, 861 F.3d at 25. BSU‘s articulated reason “must be one which, on its face, would justify a conclusion that” Taite was not hired “for a nondiscriminatory motive.” Brader v. Biogen Inc., 983 F.3d 39, 55 (1st Cir. 2020) (internal quotation marks and citation omitted). If BSU articulates such a reason, “the McDonnell Douglas framework disappears and the sole remaining issue is discrimination vel non.” Id. (internal quotation marks and citation omitted).
iii. Step Three
At Step Three, the burden of production shifts back to Taite10 to show by a preponderance of the evidence, see Soto-Feliciano v. Villa Cofresi Hotels, Inc., 779 F.3d 19, 23 (1st Cir. 2015), that BSU‘s articulated reason for not hiring her is pretextual and that the actual reason is discriminatory, see Bonilla-Ramirez v. MVM, Inc., 904 F.3d 88, 94 (1st Cir. 2018). A
Taite argues that there are genuine material facts in dispute as to whether BSU‘s articulated reason for not hiring her was pretextual and whether racial discrimination was the real motivator. We now turn to address those issues, providing additional background facts as needed to supplement our discussion.
B. The McDonnell Douglas Analysis
Below and before us, BSU conceded for purposes of summary judgment that Taite established a prima facie case of racial discrimination at Step One. Like the district court, we proceed to Step Two.
Taite claims BSU fails to meet its Step Two burden. She contends that the record evidence, when viewed in a light most favorably to Taite and discounting BSU‘s conclusory and self-serving statements, compels a finding that BSU has not articulated a legitimate, nondiscriminatory reason for hiring Frawley. Taite calls BSU‘s articulated reason for hiring Frawley -- because “they believed [she] was more qualified and better suited to the [P]osition” -- mere pretext for discrimination because, amongst other reasons, Frawley objectively failed to meet both the required and preferred qualifications for the job. Rather than decide who has the better Step Two argument, we assume for purposes of
i. Pretext
Differences in Application of Interview Criteria & Consequent Differences in Evaluation
At Step Three, Taite says ample evidence exists which would allow a reasonable jury to conclude BSU failed to hire her for a racially discriminatory reason. In support of her claim, Taite highlights several pieces of evidence of BSU‘s disparate treatment,11 one of which we find compelling: the marked difference in the way BSU evaluated the applicants’ oral presentations and mock investigation demonstrations during the campus interview. Remember, the evaluators had been given the same evaluation form to assess all of the finalists. But Taite says BSU deviated from its own review process when it judged her. In defending its hiring decision, BSU asserts that, unlike Frawley, Taite was unfamiliar with certain Title IX procedures because she did not discuss
The record shows, and Taite concedes, she did not discuss retaliation. The record also shows Taite was specifically instructed that she did not need to do so. Three days before her interview, Taite received an e-mail from Samantha Campbell, Administrative Assistant for BSU‘s Office of Equal Opportunity -- the same office run by DeBobes. Campbell, who is white, was also one of the evaluators invited to observe the on-campus interviews. Campbell‘s e-mail to Taite included an attachment with instructions for the presentation portion of the interview. According to Campbell‘s instructions to Taite: (1) the assigned presentation topic was “[a]n introduction to discrimination and discriminatory harassment on the basis of race and national origin“; (2) Taite did “not need to cover retaliation“; (3) Taite did “not need to tie [her presentation] into [BSU]‘s policies, procedures, or definitions” because BSU “will tell the audience that the presentation is not tied into the [U]niversity‘s policies“; and (4) Taite “may use presentation software (such as [PowerPoint], Prezi, etc.) or not, as [she] prefer[red].” There
After following Campbell‘s instructions, Taite subsequently received lower scores on her evaluation forms. One evaluator who gave Taite 2s, 3s, and 4s in the category “Presentation and Delivery”13 noted that Taite “[d]idn‘t speak about retaliation.” Another evaluator who also gave Taite 2s, 3s, and 4s in the same category on the evaluation form noted that
In contrast, Frawley scored almost all 5s in the same category of “Presentation and Delivery.” Frawley‘s presentation drew praise from the evaluators for the same reasons Taite‘s presentation drew concerns from those same evaluators. Frawley received praise for discussing retaliation: “Excellent interview - Retaliation - interim measures - confidentiality protocol,” “Noted the retaliation policy,” and “Retaliation policy, ‘promised’ to protect.” Frawley also received praise for her knowledge of the material: “Knowledgeable” and “Well researched material.” Frawley received additional kudos for making her presentation applicable to BSU: “Referenced BSU + Massachusetts information.” DeBobes’ affidavit stated that Frawley “made the presentation applicable to BSU” and her “presentation was the best of the entire group.” The record shows two of Frawley‘s evaluation forms had no names. One of the unnamed forms was by far the most positive form Frawley received. A reasonable jury could infer Campbell prepared this glowing evaluation form for Frawley.
As Taite points out, BSU weighed the presentations and mock investigations “heavily” in its hiring decision, so having a fair across-the-board process mattered. To that point, we have said before that “[e]vidence that [the employer] ‘deviated from its standard procedure or policies in taking an adverse employment action against [a plaintiff] may be relevant to the pretext inquiry.‘” Theidon v. Harvard Univ., 948 F.3d 477, 499 (1st Cir. 2020) (quoting Rodríguez-Cardi v. MMM Holdings, Inc., 936 F.3d 40, 50 (1st Cir. 2019)). “‘The rationale is that if an employer has a policy or procedure that governs a specific situation but fails to adhere to the same in taking an adverse employment action . . . , then it might be inferred that the reason articulated for
With that, Taite has pointed to irregularities in the interview process. Viewing the evidence in the light most favorable to Taite and drawing reasonable inferences in her favor as we must, see Gerald, 707 F.3d at 16, we find that a reasonable jury could conclude BSU‘s reason for choosing Frawley over Taite was pretextual. This is especially so because, again, BSU weighed the presentations and mock investigations “heavily” in its hiring decision.
ii. Animus
Because a reasonable jury would also need to conclude BSU‘s actual reason for not hiring Taite was discriminatory, see Bonilla-Ramirez, 904 F.3d at 94, we now turn to discuss discriminatory animus. We keep our discussion brief because “[t]he same evidence used to show pretext can support a finding of discriminatory animus if it enables a factfinder ‘reasonably to
On this record, there is sufficient evidence from which a reasonable jury could infer discriminatory animus. As discussed, BSU gave Taite (who is Black) a distinct set of instructions from Frawley (who is white). Then, when Taite followed them, BSU penalized her. Moreover, BSU invited four Black finalists but hired the only white finalist, who, in turn, arguably had less experience than at least one Black finalist (Taite).
After reviewing the evidence in the light most favorable to Taite, see Gerald, 707 F.3d at 16, for the reasons we‘ve explained above there is adequate evidence for a reasonable jury to find Taite has carried her burden at Step Three, see Ahmed, 752 F.3d at 503 (“[S]ufficient evidence to support a finding of pretext, in combination with the plaintiff‘s prima facie showing, can suffice at times to raise an inference of discrimination that will defeat summary judgment.“); see also LeBlanc v. Great American Ins. Co., 6 F.3d 836, 843 (1st Cir. 1993) (noting evidence of pretext, “coupled with the elements of the employee‘s prima facie case . . . may . . . lead the factfinder to infer that the employer has engaged in intentional discrimination“) (citation omitted).
IV. CONCLUSION
We vacate the district court‘s grant of summary judgment and remand for further proceedings consistent with this opinion. Costs to Appellant.
THOMPSON
CIRCUIT JUDGE
