Rickie Lewis v. Blue Bird Corporation ( 2020 )


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  •          USCA11 Case: 20-11397    Date Filed: 11/24/2020   Page: 1 of 12
    [DO NOT PUBLISH]
    IN THE UNITED STATES COURT OF APPEALS
    FOR THE ELEVENTH CIRCUIT
    ________________________
    No. 20-11397
    Non-Argument Calendar
    ________________________
    D.C. Docket No. 5:18-cv-00273-MTT
    RICKIE LEWIS,
    Plaintiff-Appellant,
    versus
    BLUE BIRD CORPORATION,
    Blue Bird Blvd Fort Valley Georgia,
    Defendant-Appellee.
    ________________________
    Appeal from the United States District Court
    for the Middle District of Georgia
    ________________________
    (November 24, 2020)
    Before WILSON, ROSENBAUM and FAY, Circuit Judges.
    PER CURIAM:
    USCA11 Case: 20-11397          Date Filed: 11/24/2020       Page: 2 of 12
    Rickie Lewis appeals the district court’s grant of summary judgment in favor
    of the Blue Bird Corporation (“Blue Bird”) on his claim that Blue Bird terminated
    him in retaliation for filing a charge with the Equal Employment Opportunity
    Commission (“EEOC”). We affirm.
    I. BACKGROUND
    Lewis, an African-American male, was hired as a maintenance technician at
    Blue Bird in June 2015.1 In January 2016, Lewis filed a complaint with the EEOC
    for discrimination; he amended the complaint to add claims of retaliation in August
    2016. He was terminated from Blue Bird in September 2016. Lewis filed a third
    EEOC charge in November 2016. Lewis subsequently filed the present suit against
    Blue Bird, alleging race discrimination and retaliation. He alleged that he was
    subjected to a hostile work environment where racial comments were made, he was
    not promoted for retaliatory reasons, and he was treated differently because of his
    race. Lewis also alleged that Blue Bird terminated his employment as retaliation
    for his August 2016 EEOC charge and that Blue Bird violated 
    42 U.S.C. § 1981
    and Title VII of the Civil Rights Act (“Title VII”) by terminating his employment
    1
    Because we write for the parties, we assume their familiarity with the facts and include only
    what is necessary to understand our resolution of this appeal.
    2
    USCA11 Case: 20-11397        Date Filed: 11/24/2020   Page: 3 of 12
    out of retaliation for his EEOC complaint for racial discrimination. Blue Bird
    answered the amended complaint and denied liability.
    Following discovery, Blue Bird moved for summary judgment, arguing that
    Lewis’s claim for retaliation failed because his termination was caused by his own
    actions, not his EEOC charges. It argued that it had a legitimate, non-
    discriminatory reason for his termination; Lewis’s repeated negligence and
    falsification of an inspection checklist caused his termination and there was no
    evidence that his EEOC complaints were a factor in the termination decision. It
    also argued that Lewis failed to show that its proffered reasons were pretextual or
    that retaliation was the but-for cause for his termination.
    The district court granted summary judgment to Blue Bird on all of Lewis’s
    claims. Regarding his retaliation claim, the district court concluded that Lewis
    engaged in statutorily protected activity when he filed EEOC charges. Because the
    undisputed evidence revealed no causal link between the EEOC charges and the
    alleged adverse actions, the court concluded that it did not need to reach the
    question of whether to analyze Blue Bird’s disciplinary actions individually or
    collectively for the purposes of determining whether Blue Bird took adverse action
    against him. Further, it noted that Blue Bird proffered unrebutted legitimate, non-
    retaliatory reasons for each of the actions.
    3
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    Regarding his termination, the district court noted that Lewis disputed the
    fact that a bus that he inspected was later found to have faulty programming for its
    high idle setting on three grounds: that Blue Bird did not support it with
    documentary evidence; that although Blue Bird claimed it was a 30-day warranty
    claim, Blue Bird actually had a year-long warranty for this issue; and that the
    declaration of Philomena Washington, the Senior Manager of Employment
    Compliance and Policies at Blue Bird, was hearsay. The district court noted that,
    in response, Blue Bird produced evidence and affidavit testimony documenting the
    claim and its investigation of the claim. Further, it noted that the length of the
    warranty is not relevant and the evidence on the high idle issue came from records
    kept in the course of regular business activity and the testimony of Patrick Robirts,
    Lewis’s supervisor.
    The district court concluded that there was ample evidence of legitimate,
    non-discriminatory reasons for Lewis’s termination, specifically noting that the bus
    still had its factory settings, indicating that the switch had never been activated. As
    to pretext, the district court concluded that Lewis failed to demonstrate that the
    reasons for his termination were pretextual. It also concluded that Lewis failed to
    show, under the convincing mosaic standard, that any of Blue Bird’s actions
    constituted racial discrimination or retaliation.
    II. DISCUSSION
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    On appeal, Lewis argues that the district court erred in granting summary
    judgment to Blue Bird on his retaliation claim because he established pretext by
    testifying that the reason proffered for his separation was false.
    We review the grant of summary judgment de novo, applying the same legal
    standards as the district court. Alvarez v. Royal Atl. Devs., Inc., 
    610 F.3d 1253
    ,
    1263 (11th Cir. 2010). The question is whether the evidence, when viewed in the
    light most favorable to the nonmoving party, shows that no genuine issue of
    material fact exists, and that the moving party is entitled to judgment as a matter of
    law. 
    Id. at 1263-64
    . We may affirm summary judgment on any ground supported
    by the record, even if the district court relied upon an incorrect ground or gave an
    incorrect reason. 
    Id. at 1264
    .
    Title VII prohibits an employer from discharging or discriminating against
    any individual “with respect to his compensation, terms, conditions, or privileges
    of employment, because of such individual’s race.” 42 U.S.C. § 2000e-2(a)(1).
    Under the anti-retaliation provision in Title VII, an employer may not retaliate
    against an employee because the employee “has opposed any practice made an
    unlawful employment practice” or “has made a charge” regarding an unlawful
    employment practice under Title VII. 42 U.S.C. § 2000e-3(a).
    When a plaintiff relies on circumstantial rather than direct evidence for a
    retaliation claim, we apply the burden shifting framework articulated in McDonnell
    5
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    Douglas. See Hurlbert v. St. Mary’s Health Care Sys., Inc., 
    439 F.3d 1286
    , 1297
    (11th Cir. 2006) (citing McDonnell Douglas Corp. v. Green, 
    411 U.S. 792
    , 
    93 S. Ct. 1817
     (1973), and analyzing a retaliation claim under the Family and Medical
    Leave Act). Under this framework, if the plaintiff presents a prima facie case, and
    the employer presents a legitimate, nonretaliatory reason for its decision, the
    plaintiff must then show that the employer’s proffered reasons were pretextual. 2
    
    Id.
    To establish a prima facie case of retaliation, the plaintiff may show that
    (1) he engaged in a statutorily protected expression, (2) he suffered a materially
    adverse action, and (3) there was a causal link between the adverse action and his
    protected expression. Lucas v. W.W. Grainger, Inc., 
    257 F.3d 1249
    , 1260-61 (11th
    Cir. 2001) (setting forth elements of a prima facie case); see also Burlington N. &
    Santa Fe Ry. Co. v. White, 
    548 U.S. 53
    , 68, 
    126 S. Ct. 2405
    , 2415 (2006)
    (discussing materially adverse action element).
    2
    We have cautioned that establishing the elements of the McDonnell Douglas framework is not
    the only way to survive summary judgment in an employment discrimination case, and that a
    plaintiff may also present “a convincing mosaic” of circumstantial evidence that raises a
    reasonable inference that the employer intentionally discriminated against her. Smith v.
    Lockheed-Martin Corp., 
    644 F.3d 1321
    , 1328 (11th Cir. 2011). Here, although the district court
    addressed Lewis’s claims broadly under the convincing mosaic standard in this case Lewis
    abandoned any argument under that standard by failing to raise it on appeal. Holland v. Gee, 
    677 F.3d 1047
    , 1055 (11th Cir. 2012) (recognizing that we do not consider arguments not raised in a
    party’s initial brief).
    6
    USCA11 Case: 20-11397        Date Filed: 11/24/2020    Page: 7 of 12
    To prove a causal connection, a plaintiff need only demonstrate “that the
    protected activity and the adverse action were not wholly unrelated.” Shotz v. City
    of Plantation, 
    344 F.3d 1161
    , 1180 n.30 (11th Cir. 2003) (quoting Farley v.
    Nationwide Mut. Ins. Co., 
    197 F.3d 1322
    , 1337 (11th Cir. 1999)). This element is
    to be construed broadly. 
    Id.
     The plaintiff must generally establish that the
    employer was actually aware of the protected expression at the time it took the
    adverse employment action. Raney v. Vinson Guard Serv., Inc., 
    120 F.3d 1192
    ,
    1197 (11th Cir. 1997). Then, one way the plaintiff can establish that the adverse
    action and protected activity were not “wholly unrelated” is by showing a close
    temporal proximity between the employer’s discovery of the protected activity and
    the adverse action. Higdon v. Jackson, 
    393 F.3d 1211
    , 1220 (11th Cir. 2004). The
    temporal proximity must be “very close.” 
    Id.
     (quoting Clark Cnty. Sch. Dist. v.
    Breeden, 
    532 U.S. 268
    , 273, 
    121 S. Ct. 1508
    , 1511 (2001)). A three-to-four-month
    delay is too long, Thomas v. Cooper Lighting, Inc., 
    506 F.3d 1361
    , 1364 (11th Cir.
    2007), while a one-month gap may satisfy the test, Higdon, 
    393 F.3d at 1220
    .
    We held that a Title VII plaintiff asserting retaliation failed to establish
    causation, even though the employer refused to hire her for a permanent position
    shortly after she had filed a complaint of sexual harassment, because it was clear
    from the record that the plaintiff failed to meet the employer’s qualifications for
    7
    USCA11 Case: 20-11397        Date Filed: 11/24/2020   Page: 8 of 12
    permanent employment. Fleming v. Boeing Co., 
    120 F.3d 242
    , 248 (11th Cir.
    1997).
    To show pretext, a plaintiff must show that an employer’s reasons are false
    “and that discrimination was the real reason.” St. Mary’s Honor Ctr. v. Hicks, 
    509 U.S. 502
    , 515, 
    113 S. Ct. 2742
    , 2752 (1993). In doing so, a plaintiff “cannot recast
    the reason but must meet it head on and rebut it.” Holland v. Gee, 
    677 F.3d 1047
    ,
    1055 (11th Cir. 2012) (quoting Wilson v. B/E Aerospace, Inc., 
    376 F.3d 1079
    , 1088
    (11th Cir. 2004)). Ultimately, the employee must prove that “the desire to retaliate
    was the but-for cause of the challenged employment action.” Univ. of Tex. Sw.
    Med. Ctr. v. Nassar, 
    570 U.S. 338
    , 352, 
    133 S. Ct. 2517
    , 2528 (2013). If the
    employer proffers more than one legitimate, non-discriminatory reason, the
    plaintiff must rebut each of the reasons to survive a motion for summary judgment.
    Chapman v. AI Transp., 
    229 F.3d 1012
    , 1037 (11th Cir. 2000) (en banc).
    Specifically, the employee must produce evidence sufficient to permit a reasonable
    factfinder to conclude that the employer’s reason was not the real reason for the
    adverse employment action. Furcron v. Mail Centers Plus, LLC, 
    843 F.3d 1295
    ,
    1313 (11th Cir. 2016). The inquiry into pretext centers on the employer’s beliefs,
    not the employee’s beliefs or “reality as it exists outside of the decision maker’s
    head.” Alvarez, 
    610 F.3d at 1266
    .
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    USCA11 Case: 20-11397       Date Filed: 11/24/2020    Page: 9 of 12
    To establish pretext, the plaintiff cannot merely make conclusory allegations
    and assertions, but must present concrete evidence in the form of specific facts
    showing that the employer’s reason for terminating her was merely pretextual.
    Bryant v. Jones, 
    575 F.3d 1281
    , 1308 (11th Cir. 2009). The plaintiff may
    demonstrate pretext by revealing “such weaknesses, implausibilities,
    inconsistencies, incoherencies or contradictions” in the employer’s proffered
    reasons for its actions that a reasonable factfinder could find them “unworthy of
    credence.” See Springer v. Convergys Customer Mgmt. Grp., Inc., 
    509 F.3d 1344
    ,
    1348 (11th Cir. 2007) (quoting Cooper v. S. Co., 
    390 F.3d 695
    , 725 (11th Cir.
    2004)). “The heart of the pretext inquiry is not whether the employee agrees with
    the reasons that the employer gives for the discharge, but whether the employer
    really was motivated by those reasons.” See Standard v. A.B.E.L. Servs. Inc., 
    161 F.3d 1318
    , 1333 (11th Cir. 1998).
    When an employer asserts that it has fired an employee based on reported
    workplace incidents, the employee must not only dispute that those incidents
    occurred, but also call into question the employer’s sincere belief that they
    occurred. Vessels v. Atlanta Indep. Sch. Sys., 
    408 F.3d 763
    , 771 (11th Cir. 2005).
    We have held that an employer’s honest belief based on information that the
    employee violated its policies can constitute a legitimate reason for termination
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    even if the employer’s belief may have been mistaken or wrong. See Smith v.
    PAPP Clinic, P.A., 
    808 F.2d 1449
    , 1452-53 (11th Cir. 1987).
    The district court properly granted summary judgment for Blue Bird on
    Lewis’s claim that his termination constituted retaliation for his EEOC charges. It
    is not clear from the district court’s decision whether it determined that Lewis had
    established a prima facie case of retaliation regarding his termination; however, it
    does not matter whether Lewis made out a prima facie case if he cannot meet Blue
    Bird’s nonretaliatory reasons for his termination head on and rebut them. See
    Holland, 
    677 F.3d at 1055
    . Accordingly, for purposes of discussion, we assume
    that Lewis has established a prima facie case of retaliation.
    Blue Bird met its burden of presenting a legitimate, nonretaliatory reason by
    presenting evidence that it terminated Lewis because of his prior disciplinary
    history, including a final written warning issued in June 2016, and his failure to
    properly inspect the bus and his falsification of the checklist in August 2016.
    Lewis disputed whether the high idle switch was activated when he conducted the
    inspection, but he failed to show that Blue Bird did not sincerely believe that he
    had failed to conduct the inspection properly. See Vessels, 
    408 F.3d at 771
    ; Smith,
    
    808 F.2d at 1452-53
    . Blue Bird provided evidence of its sincere belief that, based
    on the fact that the bus was still in its factory settings and the switch was not
    activated, Lewis failed to conduct the proper inspection.
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    USCA11 Case: 20-11397       Date Filed: 11/24/2020    Page: 11 of 12
    Lewis argues that the district court improperly relied on Washington’s
    testimony regarding the high idle switch and the warranty claim because
    Washington was not qualified to testify on the matter. However, the district court
    made clear in its order that it was relying on Robirts’s testimony and the record
    evidence documenting the inspection and the warranty claim, so Washington’s
    testimony was not necessary to support the district court’s conclusion that Lewis
    failed to conduct the full inspection and falsified the checklist. Further,
    Washington clarified in her deposition that she spoke with an engineer and stated
    in her declaration that she became familiar with specific subjects of her declaration
    testimony by consulting outside sources.
    Lewis did not show that Blue Bird was motivated by any prior protected
    conduct or that retaliation was the but-for cause of his termination. See Nassar,
    570 U.S. at 352, 
    133 S. Ct. at 2528
    . He provided no evidence of Blue Bird being
    motivated by his prior EEOC charges in its decision to terminate him. Lewis
    disputes whether Blue Bird was justified in terminating him after only one mistake
    in inspections, but he fails to offer evidence that Blue Bird was not actually
    motivated by his performance issues. See Standard, 161 F.3d at 1333. As noted
    above, Lewis did not offer evidence that Blue Bird did not believe that he falsified
    the checklist or had a history of workplace conflict, and Blue Bird’s honest belief
    that he violated its policies was a legitimate reason for termination even if Lewis
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    USCA11 Case: 20-11397       Date Filed: 11/24/2020   Page: 12 of 12
    argued that its belief was mistaken. Vessels, 
    408 F.3d at 771
    ; Smith, 
    808 F.2d at 1452-53
    . Lewis did not offer any evidence that mentioned his prior EEOC charges
    at any point, prior to or during his termination, nor did he provide evidence that
    Robirts or Blue Bird were motivated by retaliation for his EEOC charges rather
    than his misconduct. Thus, the evidence, viewed in the light most favorable to
    Lewis, did not create a genuine issue of material fact on the question of whether
    Blue Bird’s legitimate, non-discriminatory reasons for terminating Lewis were
    pretext for retaliation.
    AFFIRMED.
    12