Wallace v. Performance Contractors ( 2023 )

Case: 21-30482 Document: 00516595769 Page: 1 Date Filed: 01/03/2023
United States Court of Appeals
for the Fifth Circuit United States Court of Appeals
Fifth Circuit
FILED
January 3, 2023
No. 21-30482
Lyle W. Cayce
Clerk
Magan Wallace,
Plaintiff—Appellant,
versus
Performance Contractors, Incorporated,
Defendant—Appellee.
Appeal from the United States District Court
for the Western District of Louisiana
USDC No. 2:19-CV-649
Before Davis, Elrod, and Haynes, Circuit Judges.
Jennifer Walker Elrod, Circuit Judge:
Magan Wallace worked for a construction company. She sued under
Title VII alleging sex discrimination, sexual harassment, and retaliation. The
district court granted summary judgment to the construction company.
Because we conclude that Wallace has raised genuine material fact issues on
each claim, we REVERSE and REMAND.
I.
Performance Contractors is a construction company that was
contracted to work at a chemical manufacturing complex. Performance hired
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Magan Wallace in December 2016, laid her off as part of a reduction in force
in April 2017, then rehired her shortly thereafter. Though Performance hired
Wallace in her first stint as a “laborer,” it hired her as a “helper” in her
second stint. This was considered a promotion: at Performance, laborers do
administrative work and keep the job site clean while helpers have a more
hands-on role, following pipefitters and welders around the construction site
to help with construction. In that role, helpers work either on the ground or
“at elevation.” Though laborers technically can work at elevation, only
those with prior experience who express interest get to work at elevation. In
practice, only helpers work at elevation. Wallace was the only female
“helper” in her designated area.
Matthew Gautreau and Luke Terro, employees at Performance,
recommended Wallace for the helper position. They were both previously
Wallace’s supervisors; Gautreau was an area manager, while Terro was a
superintendent. Gautreau’s job was to manage personnel and safety in the
area of the worksite where Wallace worked. Gautreau supervised Terro;
Terro, as a superintendent, supervised Charles Casey (a general foreman);
Casey supervised Kris Tapley (Wallace’s husband); and Tapley was
Wallace’s direct supervisor. Each of them at times supervised Wallace.
Before working at Performance, Wallace had worked for another
construction company where she was allowed to work at elevation. Wallace
claimed that she wanted to work at elevation at Performance to improve her
skills because advancements would bring pay raises and advance her in her
craft.
When Wallace started as a helper in her designated area, however, she
was not allowed to work at elevation. Casey, the area’s general foreman, told
her in front of others that she had “t*** and an a**” and thus could not work
at elevation. He further stated that women were not allowed “on the rack”
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(i.e., scaffolding) because Performance did not have harnesses that fit
women. He also said on another occasion, when doling out assignments to
various helpers, that Wallace did not “count” for assignments at elevation
because she was a woman with “t*** and an a**.” Casey denied saying that
directly to Wallace but acknowledged that he “very easily could have said
[that],” in general, “due to t*** and an a**, no female is allowed on the
rack.”
On other occasions, Wallace witnessed conversations between Terro
and Tapley in which they discussed the fact that their project manager, A.C.
Ferachi, did not want women working on this particular project. Wallace
claims that she complained to Gautreau and Terro several times about Casey
preventing her from working at elevation. Still, only male helpers (and one
male laborer) were allowed to work at elevation. On one occasion,
Performance was short on helpers at elevation, so Wallace was allowed to
work at elevation for three days. But according to Wallace, Performance’s
management saw Wallace up there and told Terro not to let her up at
elevation again.
Comments about Wallace were not limited to her ability to work at
elevation. Casey, who allegedly made the “t*** and an a**” comment
regularly, also said (in Wallace’s vicinity) that he needed “a bucket of
b***jobs.” He later noted that this type of behavior was common “in a
construction setting” where “you are not always looking over your shoulder
to see who you are going to offend.” Wallace alleges that she complained to
Terro and Gautreau about Casey’s behavior several times.
Terro, while both he and Wallace were at work, allegedly texted
Wallace a picture of his genitals and asked her to send back a picture of her
breasts. Though Wallace immediately deleted the picture, she was around
another female employee at the time, and Wallace told her about the picture
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(though Wallace did not identify Terro as the sender). Wallace says she was
“upset,” “distraught,” and “in shock,” and that her fellow employee was
also shocked. Wallace says that Terro later addressed the picture in question
and did not deny sending it but instead said that it took “guts to send that”
picture to her. On several other occasions, Wallace alleges that Terro asked
to “grab and squeeze” her breasts. Wallace says she was too shocked to
report all this to HR, but she did tell Tapley (her husband) who called and
left messages with HR that were never returned.
Charles Laprairie was one of Performance’s welders. The same
month that Terro allegedly sent the picture to Wallace, Laprairie allegedly
approached Wallace from behind and asked her how old she was. When she
responded, Laprairie allegedly replied that at that age, Wallace was in her
“sexual prime.” When Wallace walked away and sat down, Laprairie again
approached her from behind and began grabbing and massaging her
shoulders. Justin Quebodeaux, another general foreman, witnessed the
interaction along with other employees. Wallace immediately reported
Laprairie to Tapley, who then spoke to Quebodeaux and Casey about the
incident, and Terro and Gautreau learned of and spoke about the incident
with Wallace. Though they spoke with Laprairie and allegedly vowed to
reprimand him, Laprairie allegedly quit “to make more money” at another
job before any action was taken.1
All of these experiences, according to Wallace, caused her severe
anxiety and depression. This led her to seek medical assistance. When
1
Wallace experienced other untoward conduct by her co-workers while at
Performance. Quebodeaux and other male employees once allegedly pulled down their
pants in front of Wallace and others on the jobsite, and though Gautreau was present, he
never disciplined any of them. In addition, Ferachi, the project manager, once asked
Tapley (Wallace’s husband) whether he had seen a particular female employee’s “chest”
and that he “ought to [because] they are nice.”
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Wallace missed work to go to a doctor’s appointment to treat her anxiety and
depression, Performance suspended her. Wallace claims that she notified
Performance that she had a doctor’s appointment. Performance claims the
suspension was based on Wallace’s poor attendance and tardiness.
According to Wallace, Performance had a three-strikes policy for tardiness
or absences, and even though she had not been previously reprimanded for
any absences, Performance assessed all three strikes at once and suspended
her.
Wallace says she tried to call HR about her suspension, but was only
able to leave a message, and no one ever called her back. When she visited
HR in person, Wallace says no one was available to help her. Tapley also
found out he was going to be fired for his absences, and he was able to speak
with HR and had his termination reversed.2 Wallace later sent in a letter of
resignation, which Performance says it never received. A few weeks later,
Performance formally terminated Wallace’s employment.
Wallace filed a charge with the EEOC, received her right-to-sue
notice, then sued Performance under Title VII. She brought three claims: (1)
sex discrimination; (2) sexual harassment; and (3) retaliation. After
discovery, Performance moved for summary judgment on all claims, which
the district court granted.
As for Wallace’s sex-discrimination claim, the district court held that
Wallace did not face an adverse employment action. Specifically, the court
held that Performance’s restricting Wallace from working at elevation was
2
In that conversation, Performance HR allegedly told Tapley that if an employee
has not had previous reprimands or write-ups, the worst discipline warranted by a missed
day of work is a verbal, written, and three-day suspension, but no termination.
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not an “ultimate employment decision” which Title VII requires under
binding Fifth Circuit precedent.
On the sexual-harassment claim, the district court held that Wallace
did face severe or pervasive harassment. But the district court ultimately
concluded that Wallace could not establish a nexus between that harassment
and a “tangible employment action” by Performance. The district court
further held that even if she could establish a nexus, Performance had
established the Ellerth/Faragher affirmative defense,3 meaning that
Performance showed both: (1) that it exercised reasonable care to prevent and
promptly correct any sexual harassment; and (2) that Wallace unreasonably
failed to take advantage of the appropriate HR procedures for dealing with
sexual harassment.
Finally, on her retaliation claim, the district court held that Wallace
had not sufficiently “opposed” any unlawful action under Title VII, and as
to Laprairie’s conduct, that Wallace could not have “reasonably believed”
his conduct (“sexual prime” comment and massaging of her) was actionable
under Title VII. Wallace timely appealed.
II.
We review the grant of summary judgment de novo. Lewis v. Sec’y of
Pub. Safety & Corr., 870 F.3d 365, 368 (5th Cir. 2017). Summary judgment is
proper if the movant shows that there is no genuine dispute of material fact
and that the movant is entitled to judgment as a matter of law. Sanders v.
Christwood, 970 F.3d 558, 561 (5th Cir. 2020) (citing Fed. R. Civ. P. 56(a)).
A fact is “material” if resolving it one way or another might make one
outcome of the lawsuit more or less likely; it need not be dispositive.
3
See Burlington Indus., Inc. v. Ellerth, 524 U.S. 742 (1998); Faragher v. City of Boca
Raton, 524 U.S. 775 (1998).
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Sossamon v. Lone Star State of Tex., 560 F.3d 316, 326 (5th Cir. 2009). A
genuine dispute over that fact exists if “the evidence is such that a reasonable
jury could return a verdict for the nonmoving party.” McCarty v. Hillstone
Rest. Grp., Inc., 864 F.3d 354, 357–58 (5th Cir. 2017) (quoting Boudreaux v.
Swift Transp. Co., 402 F.3d 536, 540 (5th Cir. 2005)). We view the evidence
in the light most favorable to the non-movant and resolve factual
controversies in the nonmovant’s favor. Id. (citing Little v. Liquid Air Corp.,
37 F.3d 1069, 1075 (5th Cir. 1994) (en banc)).
Wallace argues that the district court erred in granting summary
judgment to Performance on all her claims. First, she argues that when
Performance prevented her from working at elevation because she was a
woman, it effectively demoted her, which amounts to an adverse
employment action. Second, Wallace argues that her hostile-work-
environment claim survives summary judgment because Performance knew
(or should have known) about the severe or pervasive harassment, and
because Performance is not entitled to the Ellerth/Faragher affirmative
defense. Third, she argues that a reasonable jury could find that Performance
retaliated against her for opposing conduct that she reasonably believed
would violate Title VII. We agree with her on each claim.
A.
Title VII forbids an employer from taking an adverse employment
action against an employee because of her sex. See 42 U.S.C. § 2000e-2(a);
Thompson v. City of Waco, 764 F.3d 500, 503 (5th Cir. 2014) (noting that
“adverse employment action” is “a judicially[ ]coined term referring to an
employment decision that affects the terms and conditions of employment”).
Wallace can establish a sex-discrimination claim by either direct or
circumstantial evidence. Etienne v. Spanish Lake Truck & Casino Plaza,
L.L.C., 778 F.3d 473, 475 (5th Cir. 2015). If she has direct evidence of
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discrimination, the court does not wade into the McDonnell Douglas test,4 but
instead the burden shifts to Performance to “prove by a preponderance of
the evidence that the same decision would have been made regardless of the
discriminatory animus.” Jones v. Robinson Prop. Grp., L.P., 427 F.3d 987, 992
(5th Cir. 2005). In any event, to have a sex-discrimination claim at all,
Performance must have taken adverse employment action against Wallace.
Adverse employment actions under Title VII include “ultimate employment
decisions” such as “hiring, firing, demoting, promoting, granting leave, and
compensating.” Thompson, 764 F.3d at 503.5
The district court held that Performance did not take adverse
employment action against Wallace in either (1) preventing Wallace from
developing construction skills by working at elevation, or (2) failing to train
Wallace to work at elevation. Specifically, the district court noted that
Wallace cited “only her own testimony” to show that “the way to advance
at Performance was to learn and practice new skills,” relying on “common
knowledge,” without providing evidence “relating to specific comparators
who advanced as a result of their wider range of skills or desired promotions.”
4
McDonnell Douglas Corp. v. Green, 411 U.S. 792, 802–05 (1973).
5
We are bound by our circuit’s precedent requiring an “adverse employment
action” that includes only “ultimate employment decisions.” Thompson, 764 F.3d at 503.
We recognize that 42 U.S.C. § 20002-2(a)(1) prohibits sex discrimination “with respect
to” an individual’s “compensation, terms, conditions, or privileges of employment,” and
that “our liquidation” of those terms has left a gap between what Title VII says and what
we require. Threat v. City of Cleveland, 6 F.4th 672, 678 (6th Cir. 2021) (Sutton, J.); see
Chambers v. District of Columbia, 35 F.4th 870 (D.C. Cir. 2022) (en banc) (overruling prior
precedent, which required an “objectively tangible harm,” because it was a “judicial gloss
that lacks any textual support” in Title VII). A panel of our court recently acknowledged
as much. See Hamilton v. Dallas Cnty, 42 F.4th 550, 557 (5th Cir. 2022) (panel opinion
vacated, petition for rehearing en banc granted in Hamilton v. Dallas Cnty., 50 F.4th 1216(5th Cir. 2022)). As discussed in the text infra, we need not reach that issue here because
we conclude that Wallace was effectively demoted when she was prohibited from working
at elevation because of her sex.
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Responding to Wallace’s argument that keeping her on the ground was a “de
facto demotion,” the district court noted that her written job description
“includes the cleaning tasks that Wallace complains of being asked to
perform” and, in the “absence of more concrete evidence, such as a
reduction in pay or the denial of a promotion, Wallace’s testimony [was]
insufficient to establish that she suffered any adverse employment action.”
Though a “demotion” is considered an “ultimate” employment
action under Title VII, “a change in or loss of job responsibilities” may still
amount to “the equivalent of a demotion” if it is “so significant and material
that it rises to the level of an adverse employment action.” Thompson, 764F.3d at 504. To be “equivalent to a demotion,” the action need not “result
in a decrease in pay, title, or grade; it can be a demotion if the new position
proves objectively worse—such as being less prestigious or less interesting or
providing less room for advancement.” Alvarado v. Tex. Rangers, 492 F.3d
605, 612 (5th Cir. 2007).
Thompson is but one example. There, we held that an employer
effectively demoted a detective when it “restricted his job description to such
an extent that he no longer occupie[d] the position of a detective,” but
instead he ultimately “function[ed] as an assistant to other detectives.” 764
F.3d at 505. And in Alvarado, we concluded that denying a woman a transfer
from being a state trooper to becoming a Texas Ranger, allegedly based on
sex, was equivalent to the denial of a promotion. 492 F.3d at 614–15. That
was because, despite the pay-scale being the same, becoming a Texas Ranger
was considered objectively better in that line of work. Id. at 615.
A reasonable juror could conclude that Wallace’s being prevented
from working at elevation effectively demoted her back to the laborer role she
previously occupied. Wallace produced evidence to show that, to advance in
this industry, she needed the experience of working at elevation, which
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provides the most hands-on experience she could attain in this role. Working
at elevation was the most beneficial and important aspect of the helper
position. Working only on the ground made Wallace less “useful” and a less-
valuable “asset” than if she worked at elevation. And it made it less likely
that Wallace would be able to be promoted and advance in her career down
the line. Even though Wallace’s pay was no different while working on the
ground, the opportunities she was afforded while working on the ground were
significantly less than if she were working at elevation. See Thompson, 764F.3d at 504. Thus, a reasonable juror could find that these facts support the
conclusion that Wallace was effectively demoted because she was a woman.6
Performance’s protestations to the contrary are based on material
factual disputes that cannot be resolved at the summary-judgment stage.
Performance claims, for example, that Wallace was inexperienced with
working at elevation, even though Wallace claims she did have experience.
Also relevant is the fact that, according to Performance, Wallace and
Gautreau apparently had an agreement for her to work on the ground until
“dance floors” (an addition to the scaffolding to make it longer and wider to
work on) were placed “in the racks.” But in the very next breath,
Performance acknowledges that Wallace did work at elevation briefly before
dance floors were installed, and as Wallace notes, she did not work at
elevation even after dance floors were installed. All told, viewing the facts in
the light most favorable to Wallace, a reasonable juror could find that
6
A reasonable juror could also find that Performance failed to train her because she
was a woman. As noted in the facts above, working at elevation provides the greatest
possible opportunities for advancement in this industry. If Performance was preventing
her from receiving this hands-on experience, a reasonable juror could consider this
evidence more than “tangential evidence of a potential effect on compensation,” Brooks v.
Firestone Polymers, LLC, 640 F. App’x 393, 397 (5th Cir. 2016), and instead could conclude
that it amounts to a failure to train.
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Performance took adverse employment action against her by preventing her
from working at elevation because she was a woman.
The next question is whether Performance discriminated against
Wallace because of her sex. The district court did not address whether
Performance discriminated against Wallace because of her sex and instead
focused only on whether Performance took adverse employment action
against her. In the district court, Performance did not address whether the
evidence of discrimination was direct or circumstantial, but instead argued
that: (1) Performance did not take adverse employment action against
Wallace; and (2) Wallace failed to “show that she was treated less favorably
than similarly situated male employees under nearly identical
circumstances.”
The latter argument, though, is only relevant when circumstantial
evidence is necessary to establish a sex-discrimination claim under the
McDonnell Douglas framework. Hester v. Bd. of Supervisors of La. State Univ.,
887 F.3d 177, 185–85 (5th Cir. 2018); see Lee v. Kansas City S. Ry. Co., 574
F.3d 253, 260 (5th Cir. 2009), which applied the McDonnell Douglas
framework). But when the employee “presents credible direct evidence that
discriminatory animus at least in part motivated, or was a substantial factor
in the adverse employment action,” the burden shifts to the employer “to
prove by a preponderance of the evidence that the same decision would have
been made regardless of the discriminatory animus.” Jones, 427 F.3d at 992.
We conclude that Wallace has presented direct evidence of discrimination.
Direct evidence is that which “proves the fact without inference or
presumption.” Id. at 992. This evidence includes “any statement or written
document showing a discriminatory motive on its face.” Portis v. First Nat’l
Bank of New Albany, 34 F.3d 325, 329 (5th Cir. 1994). In Portis, we held that
a supervisor’s statements that women were not “worth as much as” men and
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that an employee “would be paid less because she was a woman” were direct
evidence of discrimination. Id. at 326. In Etienne, we held that direct
evidence established race discrimination when the employee presented an
affidavit stating that her supervisor did not allow “dark skin black persons to
handle any money,” and that the employee “was too black to do various
tasks.” 778 F.3d at 476–77.
Wallace’s evidence provides a facially discriminatory motive
“without inference or presumption.” Portis, 34 F.3d at 329. Specifically,
Wallace’s supervisor stated repeatedly that she could not work at elevation
because she had “t*** and an a**,” and that “females stay on the ground.”
Thus, at the summary-judgment stage, Wallace has shown that
Performance’s reason for preventing her from working at elevation was
motivated primarily by her being a woman. Because there is direct evidence
of discrimination, Performance is wrong that the burden is on Wallace to
show that she was treated less favorably than similarly situated male
employees under nearly identical circumstances. Rather, the burden is on
Performance “to prove by a preponderance of the evidence that the same
decision would have been made regardless of the discriminatory animus.”
Jones, 427 F.3d at 992. Performance argues that she was not qualified or had
inadequate experience to work at elevation, but Performance hired her at the
helper position (which includes working at elevation as part of the job duties)
and even allowed her to (briefly) work at elevation.
Performance was not entitled to summary judgment because
reasonable jurors could find that Wallace was kept on the ground because she
was a woman, and that she otherwise would have been allowed to work at
elevation. Accordingly, we reverse the grant of summary judgment on the
sex-discrimination claim.
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B.
Title VII also prohibits sexual harassment as a form of employment
discrimination. EEOC v. Boh Bros. Const. Co., LLC, 731 F.3d 444, 453 (5th
Cir. 2013) (en banc) (“There are two types of sexual harassment under Title
VII: quid-pro-quo and hostile-environment harassment.”). For a quid-pro-quo
claim, an employee must show “that the acceptance or rejection of a
supervisor’s alleged sexual harassment resulted in a ‘tangible employment
action.’” Alaniz v. Zamora-Quezada, 591 F.3d 761, 772 (5th Cir. 2009). A
“tangible employment action” is one that amounts to a “significant change
in employment status,” like “hiring, firing, failing to promote, reassignment
with significantly different responsibilities, or a decision causing a significant
change in benefits.” Id. (quotation omitted). When a supervisor is the
harasser, the employer is “vicariously liable per se” if there is a “nexus”
between the harassment and the tangible employment action. Casiano v.
AT&T Corp., 213 F.3d 278, 283–84 (5th Cir. 2000).
For hostile-work-environment claims, an employee must show that:
“(1) she belongs to a protected class; (2) she was subjected to harassment;
(3) the harassment was based on sex; (4) the harassment affected a term,
condition, or privilege of employment; and (5) the employer knew or should
have known of the harassment and failed to take remedial action.” Saketkoo
v. Admins. of Tulane Educ. Fund, 31 F.4th 990, 1003 (5th Cir. 2022). When a
supervisor is the harasser, the employee need not establish the fifth element.
Boh Bros., 731 F.3d at 453. Of those prima facie elements, the only contested
issue is whether the harassment was “severe or pervasive enough” to
“affect[] a term, condition, or privilege” of Wallace’s employment. See
Johnson v. PRIDE Indus., Inc., 7 F.4th 392, 399–400 (5th Cir. 2021).
The district court first held that Wallace did experience severe
harassment. But then it held that: (1) Wallace did not establish a sufficient
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nexus between the harassment and any “tangible employment action,” thus
foreclosing her quid-pro-quo claim; and (2) Performance was entitled to the
Ellerth/Faragher affirmative defense, foreclosing her hostile-work-
environment claim. We agree with the district court that Wallace
experienced severe harassment, but we disagree, as set forth below, with the
remainder of the district court’s holding.
1.
We start with the tangible employment action. For quid-pro-quo
claims, “proof that a tangible employment action did result from the
employee’s acceptance or rejection of sexual harassment by [her] supervisor
make the employer vicariously liable, ipso facto; no affirmative defense will be
heard.” Casiano, 213 F.3d at 284. As discussed earlier, Wallace was
effectively demoted when she was prevented from working at elevation, and
“a demotion” is considered a tangible employment action. See Lauderdale v.
Tex. Dep’t of Criminal Justice, 512 F.3d 157, 162 (5th Cir. 2007) (citing
Faragher, 524 U.S. at 786). But there is less of a nexus between the significant
reduction of material responsibilities and the harassment by Wallace’s
supervisors, Terro and Casey—the demotion happened once she joined
Performance as a helper, not in response to her acceptance or rejection of the
supervisors’ harassment. In other words, a reasonable jury could not find
that there is a sufficient nexus between Wallace’s demotion and her response
to the harassment.
Wallace’s suspension and termination, however, are both tangible
employment actions. Ellerth, 524 U.S. at 761. Wallace experienced extensive
harassment from Terro. He sent her a picture of his genitals; he specifically
requested that Wallace send him a picture of her breasts; he later remarked
that it “took guts” for him to send the picture to her; and throughout this
time, he repeatedly asked to grab her breasts. A month later, Terro signed
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Wallace’s suspension notice, claiming it was because of her absences. But a
reasonable jury could infer that this decision was made because of Wallace’s
“rejection” of Terro’s “sexual harassment.” See Casiano, 213 F.3d at 283.
Even though the district court credited Gautreau’s testimony that he
directed Terro to fire Wallace, only Terro’s signature appears on the
suspension notice. In addition, Casey (another supervisor who arguably
harassed Wallace) testified that he could have been involved in the decision
to discipline Wallace. There is at least a material factual dispute about
whether Terro fired Wallace (which he had the power to do) or Gautreau,
and what role Casey played in the situation. See Badgerow v. REJ Props., Inc.,
974 F.3d 610, 616 (5th Cir. 2020) (stating that the court must view “all the
facts and evidence in the light most favorable to the non-movant”).
Thus, a reasonable jury could find that Terro suspended and later
fired Wallace because of her rejection of his harassment. Therefore, we
reverse the district court’s dismissal of Wallace’s quid-pro-quo sexual
harassment claim.
2.
Even assuming arguendo that there was no tangible employment action
for this claim, Wallace can survive summary judgment if a reasonable jury
could find that her supervisors’ conduct toward her was “severe or pervasive
sexual harassment.” Casiano, 213 F.3d at 284. The district court held that,
at the summary-judgment stage, “there is enough [evidence] to possibly
persuade a jury that the total amount of harassment alleged could have
affected a term or condition of her employment.” But it held that
Performance had sufficiently established the affirmative defense detailed by
the Supreme Court in Ellerth and Faragher. See Casiano, 213 F.3d at 284
(citing Ellerth, 524 U.S. at 765; Faragher, 524 U.S. at 805, 807).
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We agree with the district court that a reasonable jury could find that
this harassment was severe or pervasive. A hostile work environment exists
when a workplace is “permeated with discriminatory intimidation, ridicule,
and insult, that is sufficiently severe or pervasive to alter the conditions of
the victim’s employment and create an abusive work environment.”
Johnson, 7 F.4th at 399 (quotation omitted). Harassment is “severe or
pervasive enough” when (1) a reasonable person in the plaintiff’s position
would find it hostile or abusive, and (2) the plaintiff subjectively perceived
the harassment as abusive. Id. at 400. The objective element is determined
based on all the facts and considers factors (each independently non-
dispositive) such as: “the frequency of the discriminatory conduct; its
severity; whether it is physically threatening or humiliating, or a mere
offensive utterance; and whether it unreasonably interferes with an
employee’s work performance.” Id. (quoting Harris v. Forklift Sys., Inc., 510
U.S. 17, 23 (1993)).
The district court summed up the key facts leading to its severe-or-
pervasive conclusion: (1) Terro’s sending a picture of his genitalia, asking for
a picture of her breasts, and asking to touch her breasts; (2) Casey’s referring
to “t*** and an a**,” and his statement that he could use a “bucket of
b***jobs”; and (3) Laprairie’s saying that Wallace was in her “sexual prime”
and his nonconsensual massaging of her. Performance’s response relies
mostly on the fact that everyone thought the comments were a joke, or that
Wallace was otherwise undisturbed by the comments. Performance also says
that, with Terro’s nude picture, Wallace never provided phone records or
produced the picture, and that Wallace later invited Terro to her husband’s
birthday party.
Nonetheless, based on the totality of the evidence, a reasonable jury
could find that this conduct was objectively hostile. Johnson, 7 F.4th at 400.
Casey’s comments about Wallace’s “t***” and “a**” allegedly happened
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at least weekly; Terro asked to grab her breasts on several occasions;
Laprairie’s sexual comment and massaging of her, though they only
happened on one occasion, were physical and explicitly sexual. See id. And
Wallace provided evidence that would establish that she subjectively
considered the harassment hostile and abusive: she complained about the
harassment, reported it to her supervisors, and suffered psychological harm
as a result. Thus, the district court correctly concluded that Wallace
established a prima facie hostile-work-environment claim.
3.
Next, we turn to the Ellerth/Faragher defense. “To succeed on
summary judgment in reliance on an affirmative defense, the moving party
must establish beyond peradventure all of the essential elements of the”
“defense to warrant judgment in [its] favor.” Smith v. Ochsner Health Sys.,
956 F.3d 681, 683 (5th Cir. 2020) (quotation omitted). Under the
Ellerth/Faragher affirmative defense, “an employer will not be vicariously
liable for harassment by a supervisor if it can show” that (1) “the employer
exercised reasonable care to prevent and correct promptly any sexually
harassing behavior,” and (2) the “employee unreasonably failed to take
advantage of any preventative or corrective opportunities provided by the
employer or to avoid harm otherwise.” Boh Bros., 731 F.3d at 462 (quotation
omitted). Because Performance failed to carry its burden on the first prong,
we need not address the second.
The district court held that Performance satisfied the first prong
because it “had in place anti-harassment/discrimination policies and
practices, which were communicated to Wallace at hiring.” It further stated
that “[u]nder these policies, sexual harassment is expressly forbidden and
employees are directed to report any instance to Human Resources.” While
such a policy is evidence that Performance took some measures to prevent
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harassment and discrimination, Harvill v. Westward Comms., L.L.C., 433
F.3d 428, 432–39 (5th Cir. 2005), “[n]ot every policy eliminates liability,”
Boh Bros., 731 F.3d at 463.
Here, Wallace testified that she tried several times to contact HR to
no avail. As is discussed above, Wallace was also repeatedly subject to
harassment by Terro and Casey. Terro purportedly sent a text message
picture of his genitals to Wallace, and she informed another female employee
about this. Terro further allegedly asked to inappropriately touch Wallace on
several occasions, and, after Wallace told Tapley about this, he attempted to
contact HR but never received a response to his outreach. In addition, Casey
repeatedly made a variety of pejorative comments to Wallace in front of other
employees. Wallace argues that Performance’s HR policy notes that anyone
who witnesses sexual harassment should report it to HR, and the fact that no
one ever did implies that employees did not know about or understand the
nature of sexual harassment. See Pullen v. Caddo Par. Sch. Bd., 830 F.3d 205,
213 (5th Cir. 2016) (holding that the first Ellerth/Faragher element was not
satisfied as a matter of law when evidence indicated that employees “were
given no training or information about the sexual-harassment policy”). This,
along with her supervisors’ pervasive harassment despite the anti-
harassment policy, further casts doubt on the district court’s conclusion on
this prong. Simply put, this evidence indicates that Performance had a policy
in theory but not one in practice.
On this record, there is a material fact issue about whether
Performance effectively implemented its anti-harassment policy. See Aryain
v. Wal-Mart Stores Tex. LP, 534 F.3d 473, 482–84 (5th Cir. 2008). And in
any event, a reasonable jury could conclude, based on Wallace’s testimony,
that Performance’s HR policy was not implemented. That alone is enough
to reverse on this affirmative defense. Boh Bros., 731 F.3d at 466 (noting that
the “two prongs of the Ellerth/Faragher affirmative defense are
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conjunctive,” so the court does not need to “consider prong two” if its
determination on prong one is dispositive).
Thus, we conclude that Performance took tangible employment
action against Wallace based on her rejection of Terro’s (and to a lesser
extent Casey’s) harassment. In addition, we hold that Wallace established a
prima facie hostile-work-environment claim and that Performance has not
established its entitlement to the Ellerth/Faragher defense at this stage.
Accordingly, we reverse the grant of summary judgment on the sexual-
harassment claim as well.
C.
Title VII also forbids retaliation as a form of sex-based discrimination.
To establish a retaliation claim, the employee must show that: (1) she
“participated in an activity protected by Title VII;” (2) her “employer took
an adverse employment action against” her; and (3) “a causal connection
exists between the protected activity and the adverse employment action.”
Newbury v. City of Windcrest, 991 F.3d 672, 678 (5th Cir. 2021) (quotation
omitted). Such claims require a burden-shifting framework like the
McDonnell Douglas test.
If the employee establishes a prima facie retaliation claim, “the burden
shifts to the employer to state a legitimate, non-retaliatory reason for its
decision.” Feist v. La., Dep’t of Justice, Off. of the Att’y Gen., 730 F.3d 450,
454 (5th Cir. 2013) (quotation omitted). If the employer provides one such
reason, “the burden shifts back to the employee to demonstrate that the
employer’s reason is actually a pretext for retaliation, which the employee
accomplishes by showing that the adverse action would not have occurred
‘but for’ the employer’s retaliatory motive.” Id. (quotation and citations
omitted). To “avoid summary judgment,” the employee must show “a
conflict in substantial evidence” on the question “whether the employer
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would not have taken the action ‘but for’ the protected activity.” Id. (citation
omitted). For the prima facie case, the only issue is the first element: whether
Wallace engaged in protected activity. The district court concluded that
Wallace did not establish that she engaged in protected activity, so it did not
address whether Wallace could establish the remaining elements of her prima
facie case.
1.
An employee engages in protected activity when she opposes an
employment practice that she “reasonably believes” violated Title VII.
Badgerow, 974 F.3d at 619. As the EEOC as amicus helpfully points out,
stating one’s belief that discrimination has occurred “virtually always”
constitutes opposition, except in “eccentric cases.” Crawford v. Metropolitan
Government of Nashville & Davidson County, 555 U.S. 271, 276-77 (2009).
Wallace claims that she engaged in protected activity when she complained
about (1) her supervisors’ decisions to prevent her from working at elevation,
(2) Terro’s obscene picture and remarks, and (3) Laprairie’s sexual comment
and his nonconsensual massaging of her. Puzzlingly, the district court
dismissed these claims because (1) her complaints about not working at
elevation were only “general gripes” and were not specifically about her
being a female, and (2) Laprairie’s conduct alone was not enough to give rise
to a Title VII claim.
To start, the district court improperly resolved factual disputes in
Performance’s favor when it characterized Wallace’s complaints as “general
gripes.” Wallace testified that she specifically told Terro and Gautreau that
Casey would not let her work at elevation “because [she] was a female.”
Thus, by complaining to her supervisors about not being afforded
opportunities based on her sex, she engaged in protected activity in making
these complaints. Cf. Turner v. Baylor Richardson Med. Ctr., 476 F.3d 337,
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348–49 (5th Cir. 2007); see also Brown v. United Parcel Serv., Inc., 406 F.
App’x 837, 840 (5th Cir. 2010) (“Magic words are not required” as long as
the employee “alert[s] an employer to the employee’s reasonable belief that
unlawful discrimination is at issue.”). Wallace also opposed Laprairie’s
conduct by complaining about it to her supervisors. The district court
considered this one incident not “severe” or “pervasive enough” to amount
to Title VII liability on its own. Though one sexual-harassment incident is
sometimes not enough to establish a Title VII claim, sometimes it can be. See
EEOC v. Rite Way Serv., Inc., 819 F.3d 235, 243–44 (5th Cir. 2016) (detailing
such incidents).
The question is, based on the significant harassment that Wallace had
endured up to this point, whether Wallace “reasonably believed” that
Laprairie’s comment (that she was in her “sexual prime”) and his
nonconsensual massaging of her were enough to establish Title VII liability.
We have said that sexual remarks and intimate contact make harassment
more severe, and thus even isolated incidents can amount to severe or
pervasive harassment. Cherry v. Shaw Coastal, Inc., 668 F.3d 182, 189 (5th
Cir. 2012); Harvill v. Westward Comms., 433 F.3d 428, 434 (5th Cir. 2005).
We conclude that a reasonable jury could find that Laprairie’s comment and
nonconsensual massaging of Wallace was enough, based on the surrounding
circumstances of Wallace’s harassment, to be severe or pervasive enough.
Thus, when Wallace complained about Laprairie’s conduct, her belief was
reasonable that his conduct amounted to unlawful discrimination.
As a result, both as to Casey’s conduct and Laprairie’s conduct, we
conclude that Wallace’s complaints were “protected activity.” Therefore,
we reverse the district court’s summary-judgment dismissal of Wallace’s
retaliation claim and remand the claim for further proceedings.
* * *
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Because we hold that the district court erred in granting summary
judgment on all three claims, we REVERSE and REMAND for further
proceedings consistent with this opinion.
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