Jones v. Flagship International Petition for a Writ of Certiorari
Public Court Documents
October 10, 1986
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Brief Collection, LDF Court Filings. Jones v. Flagship International Petition for a Writ of Certiorari, 1986. d8302747-b99a-ee11-be36-6045bdeb8873. LDF Archives, Thurgood Marshall Institute. https://ldfrecollection.org/archives/archives-search/archives-item/5aa002ed-69cb-4774-96d6-38aca53c49fd/jones-v-flagship-international-petition-for-a-writ-of-certiorari. Accessed November 23, 2025.
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In t h e
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O ctober T e r m , 1986
B e n it a T . J o n es ,
v.
Petitioner,
F l a g sh ip I n ter n a tio n a l ,
Respondent.
PETITION FOR A WRIT OF CERTIORARI TO THE
UNITED STATES COURT OF APPEALS
FOR THE FIFTH CIRCUIT
M orris W . T h o m pso n
(Counsel of .Record)
904 West 2nd Street
Little Rock, Arkansas 72201
(501) 375-2963
Attorney for Petitioner
QUESTIONS PRESENTED
1. Does §704(a) of Title VII of the
Civil Rights Act of 1964 permit an
employer to discharge an employee whose
duties include representing it in EEO
matters solely because that employee filed
a charge of discrimination with the EEOC
and otherwise engaged in activities
protected by Title VII?
2 . Did the court of appeals apply
the correct legal standard when it held
that the discharge of petitioner was legal
under Title VII?
PARTIES
All of the parties are set out in the
caption.
i
TABLE OF CONTENTS
Page
iQuestions Presented
Table of Contents ......................ii
Table of Authorities.................. iv
Opinions Below ....................... 1
Jurisdiction ......................... 2
Statute Involved . . . .............. 3
Statement of the Case . . . . . . . . 3
A. Proceedings Below . . . . . 3
B. Statement of Facts...........5
REASONS FOR GRANTING THE WRIT . . . . 12
I. THIS CASE RAISES AN IMPORTANT
QUESTION RELATING TO THE PRO
TECTIONS AVAILABLE UNDER
TITLE VII TO EMPLOYEES WHO
PURSUE THEIR STATUTORY RIGHTS . 12
II. THE DECISION OF THE COURT BELOW
IS IN CONFLICT WITH THIS COURT'S
DECISION IN TRANS WORLD AIR
LINES, INC. V. THURSTON AND WITH
DECISIONS OF THE ELEVENTH
CIRCUIT . . . . . . .......... 14
CONCLUSION .......... . . . . . . . 18
i i
APPENDIX OF THE DECISIONS BELOW
Decision of the Court of
Appeals of July 9, 1986 . . . . la
Order of the Court of Appeals
Denying Rehearing, August
21, 1986 .......... .. 29a
Decision of the United States
District Court for the
Northern District of Texas . . 31a
Judgment of the District Court 61a
i i i
Table of Authorities
Pages
Cases:
Hishon v. King & Spaulding, 467 U.S.
69 (1984)..................... 18
Holden v. Owens-Illinois, Inc., U.S.
S.Ct. No. 86-645 . . . 12, 13, 14, 18
Lee v. Russell County Bd. of Ed., 684
F.2d 769 (11th cir. 1982) . . . . 15
Lehman v. Trout, 465 U.S. 1056 (1984) . 16
McDonnell-Douglas Corp. v. Green, 411
U.S. 792 (1973) ............ 9, 11, 14
Mt. Healthy Bd. of Ed. v. Doyle, 429
U.S. 274 (1977)................ 16
Pullman-Standard v. Swint, 456 U.S.
273 (1982)....................... 16
Thompkins v. Morris Brown College, 752
F .2d 558 (11th Cir. 1985) . . . .15
Trans World Airlines, Inc. v.
Hardison, 432 U.S. 63 (1977) . . . 17
Trans World Airlines, Inc. v. Thurston,
469 U.S. ____, 83 L.Ed.2d 523
(1985)....................... 14, 15
Statutes:
42 U.S.C. §2000e-3(a), §704(a) of
Title VII of the Civil Rights
Act of 1964 ................... passim
iv
No. 86~
In The
SUPREME COURT OF THE UNITED STATES
October Term, 1986
BENITA T. JONES,
Petitioner,
v.
FLAGSHIP INTERNATIONAL, d/b/a
SKY CHEFS,
Respondent.
PETITION FOR A WRIT OF CERTIORARI T 0
THE UNITED STATES COURT OF APPEALS
FOR THE FIFTH CIRCUIT
Petitioner Benita T. Jones prays that
a writ of certiorari issue to review the
judgment of the United States Court of
Appeals for the Fifth Circuit entered in
this case on July 9, 1986, petition for
rehearing denied August 21, 1986.
OPINIONS BELOW
The decision of the Court of Appeals
of July 9, 1986, is reported at 793 F.2d
2
714 and is set forth in the appendix at
pages la-28a. The order of the Court of
Appeals denying a petition for rehearing
is not reported and is set forth in the
appendix at page 29a-30a. The decision of
the United States District Court for the
Northern District of Texas, Dallas
Division, is not reported and is set forth
in the appendix at pages 31a-61a.
JURISDICTION
The judgment of the Court of Appeals
affirming the decision of the district
court was entered on July 9, 198 6. The
Court of Appeals granted an extension of
time to and including August 6, 1986, to
file a petition for rehearing. The
petition for rehearing was timely filed on
August 6, 1986. On August 21, 1986, the
Court of Appeals denied the petition for
rehearing. Jurisdiction of this court is
invoked pursuant to 28 U.S.C. § 1254(1).
3
STATUTE INVOLVED
This case involves 42 U.S.C. § 2000e-
3(a), § 704(a) of Title VII of the Civil
Rights Act of 1964, as amended, which
provides in pertinent parts
It shall be an unlawful
employment practice for an
employer to discriminate against
any of his employees . . . ,
because he has opposed any
practice made an unlawful
employment practice by this
title, or because he has made a
charge, testified, assisted, or
participated in any manner in an
investigation, proceeding, or
hearing under this title.
(July 2, 1964, P.L. 88-352, Title VII, §
704, 78 Stat. 257; Mar. 24, 1972, P.L. 92-
261, § 8(c), 86 Stat. 109.).
STATEMENT OF THE CASE
A. Proceedings Below
Petitioner Benita T. Jones, a black
woman, commenced this action in the United
States District Court for the Northern
District of Texas, Dallas Division in 1982
after a receipt of a right to sue letter
4
from the Equal Employment Opportunity
Commission.
The complaint raised a number of
claims concerning violations of Title VII
of the Civil Rights Act of 1964, 42 U.S.C.
§ 1981, and the Equal Pay Act,including
claims that the petitioner had been
subjected to sexual harassment; that she
had been denied promotions
discriminator ily; and that she had been
denied equal pay, all because of her race
and/or sex. In addition, the complaint
alleged that petitioner had been
discharged because she had filed a
complaint of discrimination with the Equal
Employment Opportunity Commission and had
otherwise opposed practices that were in
violation of Title VII.
After a trial before the court, the
district court ruled against petitioner on
all claims and its decision was affirmed
5
by the court of appeals. The present
petition raises only one claim: that
petitioner was discharged in violation of
42' U.S.C. § 2000e-3(a) in that she was
discharged because she filed a complaint
with the EEOC and otherwise opposed
discriminatory policies of the respondent
employer.
B. Statement of Facts
Petitioner was employed by Flagship
International in the position of manager
of Equal Employment Opportunity programs.
Her principal duties were to prepare an
affirmative action plan and to investigate
charges of employment discrimination
brought against the company. (App.
p.33a.) Although petitioner is an
attorney, the position she held was not
that of a lawyer as such. Thus, while her
duties included defending her employer
before state and local administrative
6
agencies against discrimination charges
brought by other employees of Flagship
International, she "had no responsibility
to litigate them in court." (App.,
p.33a.)
After a series of incidents
petitioner filed with the Equal Employment
Opportunity Commission a charge that she
herself had been discriminated against in
violation of Title VII in that she had
been subjected to sexual harassment by her
immediate supervisor and she had received
a lower salary for work essentially the
same as that done by male employees.
It is undisputed that upon learning
of the EEOC charge her employer suspended
her from her duties as EEO officer.
(App., p. 47a-48a.) Subsequently, her
employer claimed that there were a number
of events related to her EEO charge and
opposition to activities believed to
7
violate Title VII that resulted in her
termination.
First, her employer claimed that she
had solicited the support of two other
black women employees of Flagship
International for her claims that there
was a policy of discrimination based on
race and sex. Second, her employer
claimed that her retained attorney stated
that she was planning to expand her
individual claim into class action on
behalf of all black and female employees
of the company. Third. the company
claimed that she had violated company
policy by removing a confidential
personnel file.
The district court, although, it
ruled against petitioner, did so on a
limited basis. The court recited the
events which were alleged to constitute
sexual harassment and simply held that
8
they did not rise to the level of creating
a hostile work environment and that she
had not been adversely affected by her
supervisor's actions. (App. 39a-46a.) The
court rejected the failure to promote
claim on the ground that it had not been
raised in the EEOC charge (App. 5Qa-51a)
and the equal pay claims on the lack of
evidence showing an inequality of equal
pay for comparable work. (App. 51a-57a.)
With regard to the claim of
retaliation, the court did not dispute the
fact that the reason for plaintiff's
suspension and then discharge was her
participation in protected activities.
Indeed, it rejected her employer's claim
that she had violated company policy by
her use of a personnel file. Further, the
district court made no findings with
regard to the alleged threat of a class
action. It only found that she had given
9
"aid and comfort" to only one other
employee to pursue a claim of
discrimination against the company. (App.
48a-49a.) It was solely on the basis of
this one incident that the court held that
the company was justified in terminating
petitioner, i.e.. because there was a
conflict with petitioner's role as the
company's EEO representative.
The court of appeals affirmed the
denial of the retaliation claim but on a
somewhat different basis. It held that
petitioner had met her burden under
McDonnell-Douqlas Corp. v. Green. 411
U.S.792 (1973), and its progeny and had
made out a prima facie case that "but for”
her filing of a charge with the EEOC she
would not have been fired. (App. p. 2 0a)
The court further concluded, however, that
respondent employer had met its McDonnell-
Douqlas burden of articulating a
1 0
legitimate, non-discriminatory basis for
the discharge because of the conflict of
interest with her duties as an EEO officer
resulting from not only her filing an EEO
charge, but because of her alleged plan to
initiate a class action of employment
discrimination against the company.1
Therefore, the court concluded,
whatever the protections available to
other types of employees under § 704(a) of
Title VII, petitioner could be discharged
because her duties included
"representating her company on equal
employment matters." (App. 25a.) In
short, Jones could be fired because she:
(1) had filed a discrimination charge
1 The court of appeals made this
finding based on its own review of the
record even though it acknowledged that
the district court had not relied on this
alleged incident. (App. 23a-24a.)
Indeed, the district court did not even
find that the purported conversation had
occurred.
11
against her employer; (2) had suggested
that a class action suit would follow; and
(3) had invited other employees to bring
charges or join in her complaint. (App.
26a - 27a.) Therefore, the employer was
entitled to judgment under the McDonnell
Douglas - Burdine analysis.
1 2
REASONS FOR GRANTING THE WRIT
I .
THIS CASE RAISES AN IMPORTANT QUESTION
RELATING TO THE PROTECTIONS AVAILABLE
UNDER TITLE VII TO EMPLOYEES WHO PURSUE
THEIR STATUTORY RIGHTS.
Pending before this court is a
petition for a writ of certiorari in
Holden v. Owens-Illinois, Inc.. No. 86-
645. That case raises a question closely
related to the present case; to what
extent does an employee whose job duties
include internal EEO enforcement forfeit
her rights under Section 704 of Title VII.
Here, it is undisputed that the
reasons for the adverse action taken
against petitioner, beginning with her
suspension and culminating with her
discharge, were her filing an EEOC
complaint and taking other actions in
opposition to alleged discriminatory
practices that clearly come within the
scope of activity protected by the
13
statute. The justification presented by
the company, and accepted by the lower
courts, is that, because plaintiff had as
one of her duties the defense of the
employer against EEO claims brought by
other employees, there was an inherent
conflict of interest between her retaining
her position and pursuing her own rights
under Title VII. The courts below
essentially have read into the statute an
exception to the protections of 704 (a)
for a certain class of employees, even
though there is no support for such an
exception in either the section's language
or the legislative history of Title VII.
As noted in the petition in Holden,
the question of the scope of the
protections of Section 704 for EEO
personnel is both recurring and important.
Petitioner respectfully suggests that it
would be appropriate to hold this petition
14
pending the Court's disposition of the
petition in Holden. If certiorari is
granted in Holden. then an appropriate
order could be entered here depending on
the outcome of that case. If certiorari
is denied in Holden the present petition
could then be considered and granted.
II.
THE DECISION OF THE COURT BELOW IS IN
CONFLICT WITH THIS COURT'S DECISION IN
TRANS WORLD AIRLINES. INC. V. THURSTON AND
WITH DECISIONS OF THE ELEVENTH CIRCUITS.
As discussed above, the basis of the
court of appeals' decision with regard to
plaintiff's retaliation claim was an
application of the standards in McDonnell-
Doualas Corp. v. Green. 411 U.S. 792
(1973). However, this Court held in Trans
World Airlines. Inc, v. Thurston. 469 U.S.
___, 83 L. Ed. 2d 523 (1985) that the
McDonnell-Douglas analysis was
inapplicable where there was direct
evidence of a violation of the statute.
1 5
In Thurston it was clear that the
reason for the forced retirement of the
plaintiffs was a policy based on age in
violation of the Age Discrimination in
Employment Act. Similarly here, it is
undisputed that the reason for the
suspension and then discharge of the
petitioner was her involvement in actions
protected by of Title VII.
Given the direct evidence of a
statutory violation, it was erroneous to
permit a defense based on evidence of a
"legitimate, non-discriminatory reason"
for the adverse action.2 Rather, as in
Thurston, any defense to the merits of
petitioner's claim had to come from the
language of the statute. As we have noted
2Prior to Thurston the same result
had been reached by the Eleventh Circuit
in Lee v. Russell County Bd. of Ed. . 684
F. 2d 769, 772-74 (11th Cir. 1982),' see
also Thompkins v. Morris Brown College.
752 F.2d 558, 563 (11th Cir. 1985).
1 8
nature of her duties. Such a result finds
no support in the clear language of § 704
(a) , is at odds with the intent of
Congress, and is inconsistent with
decisions of this Court. See Hishon v.
King & Spaulding. 467 U.S. 69 (1984).
Certiorari should be granted to address
these important issues.
CONCLUSION
The petition for writ of certiorari
should be held for disposition in light of
Holden v. Owens-Illinois. Inc.. No. 86-
645. In the alternative, the petition for
a writ of certiorari should be granted.
Respectfully submitted,
MORRIS W. THOMPSON
(Counsel of Record)
904 West 2nd Street
Little Rock, Arkansas 72201 (501) 375-2963
Attorney for Petitioner
A P P E N D I X
Decisions of the Courts Below
la
UNITED STATES COURT OF APPEALS
FOR THE FIFTH CIRCUIT
B. T. J ones,
Plaintiff-Appellant,
v.
Flagship International d /b /a/ Sky
C hefs,
Defendani-A ppellce.
No. 85-1124
OPINION
Filed July 9, 1986
Before: Thomas Gibbs Gee, Alvin B. Rubin, and
Reynaldo G. Garza, Circuit Judges.
Opinion by Judge Reynaldo G. Garza
Appeal from the United States District Court
for the Northern District of Texas
A. Joe Fish, District Judge, Presiding
SUMMARY
Employment Discrimination
Appeal from judgment in favor of defendant and denial of
request to amend complaint. Affirmed.
The appeal arises from appellant Jones’ sexual harassment, racial
and sexual discrimination and unlawful retaliatory charges against
her former employer, appellee Flagship International (Flagship).
Flagship had employed Jones as its Manager of Equal Employment
Opportunity (EEO) Programs. Her principal duties involved deal
ing with employment discrimination claims against Flagship. The
district court found for Flagship on all of Jones’ claims. Jones con
tends that the court erred in failing to find sex-based discrimination
in terms of pay and promotion, sexual harassment, retaliation, and
7112
Jones v. Flagship International 7113
that the court abused its discretion in denying her leave to amend
her complaint. The Equal Employment Opportunity Commission
(EEOC), as amicus curiae, contends that the court erred in not find
ing retaliation on Flagship’s part.
[11 In a suit arising under Title VII the ultimate burden rests
upon the plaintiff to prove, by a preponderance of the evidence,
unlawful discrimination. [2] In claims of disparate treatment on the
basis of sex, the factual inquiry' is whether the defendant intention
ally discriminated against the plaintiff. [3] In order to establish a
claim against an employer for a hostile work environment, the
plaintiff must show (1) the employee belongs to a protected group,
(2) the employee was subject to unwelcome sexual harassment, (3)
the harassment complained of was based upon sex, (4) the harass
ment complained of affected a term, condition or privilege of
employment, and (5) respondeat superior. [4] While an employee
need not prove tangible job detriment to establish a sexual harass
ment claim, the absence of such detriment requires a commensu-
rately higher showing that the sexually harassing conduct was
pervasive and destructive of the working environment. [5]
Although this court agrees that the district court’s ruling fails to
recount in detail all of the incidents reported by Jones, it disagrees
with the court’s conclusion that the conduct complained of was not
sufficiently pervasive to constitute a hostile work environment. [6]
This court finds unpersuasive Jones’ arguments supporting her
claim that the court’s finding that she did not suffer adverse
employment was clearly erroneous. [7] In order to establish a claim
under the Equal Pay Act, Jones must show (1) that her employer is
subject to the Act, (2) that she performed work in a position requir
ing equal skill, effort and responsibility under similar working con
ditions, and (3) that she was paid less than members of the opposite
sex. The court correctly found that Jones failed to show a violation
of the Act by a comparison with male Flagship employees. [8| As to
Jones’ Title VII equal pay claim, she is required to show that Flag
ship intentionally discriminated against her on the basis of her sex.
Jones failed to establish a discrimination in pay claim under Title
VII also. [9] As to Jones’ failure to promote claim, she did not sub
mit any evidence that she applied for a position for which she was
qualified and rejected, and which was later filled by a male
employee.
3a
|101 This court concludes that Jones did meet her prima facie
burden of showing that but for her filing charges with the EEOC she
would not have been suspended and terminated from her employ
ment. However, Flagship presented evidence sufficient to rebut
Jones’ prima facie case and to support the district court’s conclu
sion that Flagship did not engage in unlawful retaliation. Jill In
assuming her position as Flagship’s Manager of EEO Programs,
Jones neither abandoned her right to be free from discriminatory'
practices nor excluded herself from its protections. |12j However,
although eliminating discriminatory employment practices is the
goal of Title VII, cooperation and voluntary compliance are the
preferred methods of promoting that goal. [13] This court need not
decide the extent to which an employer may act in relieving an
employee of her EEO duties without running afoul of her rights, or
to whether Flagship’s response was sufficiently excessive to consti
tute unlawful retaliation. The record establishes that Jones’ filing of
charges with the EEOC was not the sole reason for Flagship’s action
at the time of suspension. [14] The courts have required that
employee conduct be reasonable in light of the circumstances, and
have held that the employer's right to run his business must be bal
anced against the rights of the employee to express his grievances
and promote his own welfare. [15] Jones’ actions not only rendered
her ineffective in the position for which she was employed, but crit
ically harmed Flagship’s posture in the defense of discrimination
suits brought against the company. [16] Flagship, having met its
burden of production by providing a legitimate, nondiscriminatory
basis for its action, rebutted Jones’ prima facie case and shifted the
burden of persuasion to Jones to show that Flagship’s proffered
explanation is unworthy of credence. [17] Moreover, Flagship need
not have been correct in its basis for suspending and discharging
Jones to show that its actions were motivated by non-retaliatory
reasons. ]18] This court holds that Flagship presented sufficient,
credible evidence to show that its actions were motivated by non-
rctaliatory reasons, and therefore, to rebut Jones’ case. [19] Given
the late date of Jones’ motion to amend her complaint, the district
court’s denial was not an abuse of its discretion.
7114 Jones v. Flagship Internationa!
4a
Jones v. Flagship International 7115
O PIN IO N
REYNALDO G. GARZA, Circuit Judge:
Benita T. Jones filed suit against her former employer, Flagship
International (“Flagship"), under 42 U.S.C. §§ 2000 et. seq. (“Title
VII”), 29 U.S.C. § 206(d) (the “Equal Pay Act”), and 42 U.S.C.
§ 1981.1 Flagship hired Jones, a licensed attorney in Little Rock,
Arkansas, on July 30. 1979, as the company’s “Manager of Equal
Employment Opportunity (EEO) Programs”. Jones’ principal
duties were to investigate charges of discrimination brought against
the company, to represent the company before state and federal
administrative agencies, to “conciliate” such discrimination
charges, and to prepare an affirmative action plan. Jones initial sal
ary of $21,000 was increased to $22,050 in November, 1979; to
$23,153 in June, 1980; and to $27,000 on August 29, 1980.
At Flagship, Jones was placed under the supervision of Jared
Metze. the Vice-President in charge of Personnel. Jones testified at
trial that Metze subjected her to sexual harassment throughout her
tenure at Flagship. According to Jones, she had been with Flagship
for six weeks when she, Metze, and others went on a business trip
to Chicago. Although Metze sent the others home, he and Jones
continued on business to Detroit before returning to Dallas. Jones
testified that Metze had been driving her home from the airport
when she expressed concerns about the security of the hotel in Chi
cago in which they had stayed. At this point, Metze replied that his
wife did not know he was back in town, and offered to take Jones to
a “reputable” hotel in Dallas because she needed the “comfort of a
man.” Jones further testified that she had been so distressed by this
incident that she left for Little Rock the next day, remained there
for two weeks, and returned only upon Metze’s promise that such
an incident would not recur.
Jones then testified as to two further occurrences several months
later. According to Jones, Metze propositioned her during a trip to
San Francisco, and, during a trip to Denver, told her that she was
“off the hook” because of a friend’s interest in her. Jones stated that
'Jones’ claim under 42 U.S.C. § 1981 is not before this court on appeal.
5 a
she rebuffed these as well as numerous other advances. Metze
denied making any advances toward Jones.
A final “sex-related” incident occurred during Flagship’s head
quarters office Christmas party in December, 1981. On that occa
sion Kurt Elmer, the company’s Executive Chef and Vice-
President, created figures of bare-breasted mermaids as table deco
rations. After receiving several complaints from female employees,
Jones asked Metze whether a complaint should be made to Elmer.
Metze proposed that Jones prepare a memo on the matter in order
to avoid upsetting Elmer at the party. Jones later wrote such a
memo, expressing the distaste of female employees for the figures,
and received in reply a short polemic from an obviously unrepen-
tent Elmer.
In addition to sexual harassment, Jones testified that she had
been discriminated against in terms of pay and promotion while at
Flagship. According to Jones, she made several complaints to
Metze and Joseph Primavera, the company’s Assistant Vice-
President of Employee Relations and another of Jones’ supervisors,
concerning her pay since the spring of 1980. Jones testified that her
grievances were ignored.
Jones mentioned her complaints to Peter Vygantas, the compa
ny’s Senior Vice-President for Administration, during a meeting on
January 27, 1982. Jones stated that during the course of the discus
sion Vygantas asked for a dollar amount of Jones’ claims. Jones tes
tified that, in order to get the necessary information for Vygantas,
she had to derive salary data from the salary record cards of Metze
and Catherine Sharp, her immediate predecessor; this, in turn,
required Jones to copy data from their personnel files. Jones further
testified that she continued to discuss her complaints, including
sexual harassment, in subsequent meetings with Vygantas and
Metze.
On February 3, 1982, Jones filed a charge with the EEOC, claim
ing discrimination in pay and sexual harassment. On February' 1 1,
Metze and Vygantas learned of the charge; the latter suspended
Jones with pay on the following day. Vygantas testified that the
action was necessary because of the conflict of interest created by
Jones' position with the company. Shortly after Jones’ suspension.
7116 Jones v. Flagship International
6a
Barbara McCaffrey, Metze’s secretary, told Metze that she had seen
copies of his personnel file in Jones’ home. Metze informed
Vygantas of this information, as well as information that Jones had
solicited Dorothy Smith, another female employee, to file a charge
of sex discrimination against the company. Vygantas also testified
that he had learned from a security investigation interview con
ducted on March 22, 1986, that Jones had “invited” Patricia Love,
another female employee, to “participate” in an action against the
company during the course of numerous meetings between Jones
and Love in January, 1982.2
As a result of this information, Vygantas terminated Jones’
employment on April 15, 1982. According to Vygantas, this action
was necessary because of the “lack of confidence the company had
in her because she clearly had a conflict of interest in performing
her duties,” Jones’ misuse of company property, /.<?., Metze’s per
sonnel file, in acquiring information concerning salaries, and Jones’
attempt to encourage others to file charges against Flagship.3 Jones
_________ Jones v. Flagship International 7117
investigators of the Security Department of American Airlines, Inc., then
Flagship’s parent company, conducted the interview as part of Flagship’s inves
tigation into Jones' claims.
3In a discharge letter to Jones, Vygantas summarized the basis of his action:
When commencing my investigation on the claim you had made, we
learned that you had surreptitiously copied and taken home all or a
pan of a personnel file of Mr. J. R. Metze, your immediate supervisor.
Further, we discovered that you had shown copies of a portion of the
file to at least one employee at your home. When I asked you on Febru
ary 18, about having Mr. Metze’s file or a copy of thereof, you denied
it. Yet, you later admitted to the Company’s Security Representatives
investigating your charges against Mr. Metze that you had reproduced
his payroll records.
As you know. Sky Chefs General Rules of Conduct state:
27. The use of Company time, material or facilities for purposes
not directly related to Company business, or the removal or bor
rowing of Company property without permission is prohibited.
Based on the above information, you have violated this rule. More
importantly, your misconduct was a gross violation of the privacy of a
co-employee. It is especially intolerable of a management employee
such as yourself having for business purposes access to privileged
information.
7 a
then filed a second charge with the EEOC, charging unlawful retali
ation.
On October 1, 1982, Jones filed a “class action complaint” which
alleged numerous claims on behalf of blacks, women and herself,
including claims of discrimination in terms of pay and promotion,
sexual harassment and retaliation. During the class certification
proceedings, Flagship moved to dismiss the class allegations of
Jones’ complaint. The district court disqualified Jones as a class
representative on the basis of Doe v. A. Corp., 709 F.2d 1043, 1047-
48 (5th Cir. 1983) (holding that a corporation’s former house coun
sel who had rendered legal advice concerning employee benefits to
the corporation prior to his resignation was barred by his ethical
obligations as a lawyer from prosecuting, as a class representative
of other employees, benefits allegedly due under the corporation's
pension and life insurance plans); on November 8, 1983, the court
dismissed Jones’ class allegations from the complaint.
On January 11, 1984, Jones sought to amend her complaint to
include additional defendants, to plead state law claims for inva
sion of privacy, defamation, intentional infliction of emotional
stress, and to add other federal claims under 42 U.S.C. §§ 1985,
1986. By order dated February 1, 1984, the district court denied
Jones' leave to amend. Following trial, which commenced on
March 12, 1984, and concluded on March 15, 1984, the district
court, in its Memorandum of Decision and Judgment, dated Janu
ary 24, 1985, entered judgment for Flagship. This appeal followed.
7118 Jones v. Flagship International
In the course of the Company’s inquiry, it was also found while in your
job of Manager—EEO Programs, before you had filed a claim person
ally, you had solicited other Sky Chefs’ employees to file charges of dis
crimination against the Company. Such actions on your part are
wholly at odds with the responsibilities of your job. As an Attorney, 1
hope you can appreciate the conflict of interest inherent in soliciting
claims against the very client you represent.
Your misconduct in secretly reproducing your supervisor’s personnel
records, coupled with your lack of honesty about the subject, and your
attempts to initiate and encourage other charges against Sky Chefs has
rendered you ineffective in your present job. Therefore, as previously
communicated to your Attorney by Sky Chefs’ Legal Counsel, your
employment with Sky Chiefs was terminated as of April 15, 1982... .
8a
THE NATURE OF JONES’ CLAIMS
Jones' claims at trial were grounded on racial and sexual discrim
ination. The district court found that there was “not the slightest
hint that race was even a factor in any of Flagship’s employment
decisions regarding Jones,’’ It is well established that such a finding
is final unless clearly erroneous. F.R.Civ.P. 52(a) A finding is not
clearly erroneous unless “the reviewing court on the entire evidence
is left with a definite and firm conviction that a mistake has been
committed.” Anderson v. City o f Bessemer City. N .C.,_U .S.__ ,
105 S.Ct. 1504, 1511 (1985) (quoting United States v. United States
Gypsum Co.. 333 U.S. 364, 394-95 (1948)). By contrast, a district
court’s legal conclusion is subject to an appellate court’s plenary
review.
Jones has abandoned her race discrimination claims, and, on
appeal, argues that the district court erred in failing to find sex-
based discrimination in terms of pay and promotion, sexual harass
ment and retaliation. Jones also claims that the court abused its dis~
cretion in denying her leave to amend her complaint. Finally, the
Equal Employment Opportunity Commission (“EEOC”), as
amicus curiae, contends that the court erred in not finding retalia^
tion on Flagship’s part.
[1] Most of Jones’ complaints fall under Title VII. It is well set
tled that in a suit arising under Title VII the ultimate burden rests
upon the plaintiff to prove, by a preponderance of the evidence,
unlawful discrimination.
First, the plaintiff has the burden of proving by the pre
ponderance of the evidence a prima facie case of discrimi
nation. Second, if the plaintiff succeeds in proving the
prima facie case, the burden shifts to the defendant ‘to
articulate some letigimate, nondiscriminatory reason for
the employee’s rejection.’ . . . Third, should the defendant
carry this burden, the plaintiff must then have an opportu
nity to prove by a preponderance of the evidence that the
legitimate reasons offered by the defendant were not its
true reasons, but were a pre-text for discrimination.
________________Jones v. Flagship International 7119
9a
7120 Jones v . Flagship International
Texas Department o f Community Affairs v. Burdinc, 450 U.S. 248,
253-54, 101 S.Cl. 1089, 67 L.Ed.2d 207, 215 (1981) (citations
omitted). Accord, McDonnell Douglas Corps v. Green, 411 U.S. 792,
804-05 (1973).4 * *
12] Because Jones’ claims under Title VII allege “disparate
treatment” on the basis of sex, the “factual inquiry" is “[whether]
the defendant intentionally discriminated against the plaintiff."
United States Postal Service Board of Governors v. Aikens, 460 U.S.
711, 715 (1983) (quoting Burdinc, 450 U.S. at 253). “In other
words, is ‘the employer .. . treating some people less favorably than
others because of their race, color, religion, sex, or national
origin’.” Id. (quoting Furnco Construction Corp. v. Waters, 438 U.S.
567, 577 (1975)). With the foregoing standards and burdens in
mind, we now turn to Jones’ claims.
4In Burdinc the Supreme Court stressed the importance of the prima facie
case in Title VII actions.
The burden of establishing a prima facie case of disparate treatment is
not onerous [and] serves an important function in litigation: it elimi
nates the most common nondiscriminatory reasons for the plaintiffs
rejection. See Teamsters v. United States, 431 U.S. 324, 358. and n.44,
97 S.Ct. 1843, 52 L.Ed.2d 396 (1977). As the Court explained in
Furnco Construction Corp. v. Waters. 438 U.S. 567, 577, 98 S.Ct. 2943,
57 L.Ed.2d 597 (1978), the prima facie case “raises an inference of dis
crimination only because we presume these acts, if otherwise unex
plained, are more likely than not based on the consideration of
impermissible factors.” Establishment of the prima facie case in effect
creates a presumption that the employer unlawfully discriminated
against the employee. If the trier of fact believes the plaintiffs evi
dence, and if the employer is silent in the fact of the presumption, the
court must enter judgment for the plaintiff because no issue of fact
remains in the case.7
***********
7The phrase “prima facie case" may denote not only the establishment
of a legally mandatory, rebuttable presumption, but also may be used
by courts to describe the plaintiffs burden of producing enough evi
dence to permit the trier of fact to infer the fact at issue. 9 J. Wigmore,
Evidence § 2494 (3d ed 1940). McDonnell Douglas should have made
it apparent that in the Title VII context we use “prima facie case” in
the former sense.
Id 450 U.S. at 253-54.
10a
1. Sexual Harassment
[3J Sexual harassment is a form of employment discrimination
prohibited by Title VII. Simmons v. Lyons, 746 F.2d 265, 270 (5th
Cir. 1984). In determining that Jones failed to make out a claim of
sexual harassment, the district court referred to the “hostile work
environment” and '"quid pro quo” paradigms outlined in Henson v.
City o f Dundee, 682 F.2d 897 (11th Cir. 1982).
a. Hostile Work Environment
In order to establish a claim against an employer for a hostile
work environment, the plaintiff must show the following:
(1) The employee belongs to a protected group, i.e., a simple stip
ulation that the employee is a man or a woman;
(2) The employee was subject to unwelcome sexual harassment,
i.e., sexual advances, requests for sexual favors, and other verbal or
physical conduct of a sexual nature that is unwelcome in the sense
that it is unsolicited or unincited and is undesirable or offensive to
the employee;
(3) The harassment complained of was based upon sex, i.e., that
but for the fact of her sex, the plaintiff would not have been the
object of harassment;
(4) The harassment complained of affected a “term, condition or
privilege o f employmenti.e., the sexual harassment must be suffi
ciently pervasive so as to alter the conditions of employment and
create an abusive working environment;
(5) Respondeat superior, i.e., that the employer knew or should
have known of the harassment in question and failed to take
prompt remedial action.
Id. at 903-05.5
Jones v. Flagship International___________ 7121
5In contrast to the role of the “prima facie case” in the typical disparate treat
ment context.
11a
[4] In concluding that Jones failed to establish a hostile work
environment, the district court recounted Jones’ testimony con
cerning her trips with Metze to Chicago and Denver and the Christ
mas party incident. The court found that the harassment
complained of was insufficiently pervasive to alter a condition of
Jones’ employment and create an abuse working environment.6
The court also noted that Jones failed to demonstrate that she had
been adversely affected, and that she admitted to the absence of an
adverse affect.
Jones contends that the district court erred in two respects. First,
Jones asserts that “tangible job detriment" or adverse employment
effect is not necessary to establish a prima facie case of sexual
harassment under Title VII. We agree. See e.g., Henson, 682 F.2d at
901 (“under certain circumstances the creation of an offensive or
hostile work environment due to sexual harassment can violate
Title VII irrespective of whether the complainant suffers tangible
job detriment’’); Bundy v. Jackson, 641 F.2d 934, 943-44 (D.C. Cir.
1981) (that sexual harassment causing a hostile work environment
is prohibited “follows ineluctably from numerous cases finding
Title VII violations where an employer created or condoned a sub
stantially [racially] discriminatory work environment, regardless of
whether the complaining employees lost any tangible job benefits”);
See generally, Rogers v. E.E.O.C.. 454 F.2d 234, 238 (5th Cir.
1971). The trial court’s ruling, however, is not to the contrary. We
conclude, as did the court below, that while an employee need not
prove tangible job detriment to establish a sexually harassment
7122 Jonhs v. Flagship International.
the case of sexual harassment that creates an offensive environment
does not present a factual question of intentional discrimination which
is at all elusive. Except in the exceedingly atypical case of a bisexual
supervisor, it should be clear that sexual harassment is discrimination
based upon sex. We therefore see no reason to suggest a specific prima
facie case for the hostile environment claim. In trying these cases, the
district courts should employ normal principles of pleading and proof
allocation. These principles may, in some cases, dictate that the alloca
tion scheme vary in the individual case because of superior knowledge
on the part of one party or other similar factors.
Id. at 905, n.l 1.
im plicit in the district court's conclusion is that Jones established the first
three elements of the hostile work environment paradigm.
12a
claim, the absence of such detriment requires a commensurately
higher showing that the sexually harassing conduct was pervasive
and destructive of the working environment.
In Rogers, supra, this court held that the state of psychological
well-being is a term, condition, or privilege of employment within
the meaning of Title VII: “One can readily envision working envi
ronments so heavily polluted with discrimination as to destroy
completely the emotional and psychological stability of minority
j>roup workers.” 454 F.2d at 238. However, the “mere utterance of
an ethnic or racial epithet which engenders offensive feelings in an
employee” does not affect the terms conditions, or privileges of
employment to a sufficiently significant degree to violate Title VII.
Id. “Whether sexual harassment at a workplace is sufficiently severe
and persistent to affect seriously the psychological well-being of an
employee is a question to be determined with regard to the totality
of the circumstances.” Henson, 682 F.2d at 904.
[5] Jones argues that the district court’s ruling, by reciting only
three sex-related incidents, understates the pervasiveness of the
sexual harassment she experienced at Flagship. According to Jones,
the number of “sexually harassing” incidents reported establishes a
sexually abusive and hostile working environment. Although we
agree that the district court’s ruling fails to recount in detail all of
the incidents reported by Jones, we do not disagree with the court’s
conclusion that the conduct complained of was not sufficiently per
vasive to constitute a hostile work environment.7
161 Jones argues, alternatively, that she did suffer adverse
employment action and that the court’s ruling to the contrary is
clearly erroneous. Jones’ claim is based on the following: (i) that the
incident following her trip with Metze to Chicago resulted in severe
Jones v. Flagship International 7123
7Jones has argued that the district court failed to take into account sexually
harassing incidents reported by other female employees. Such testimony,
though relevant in a class action suit, does not bear on Jones’ individual claim
of sexual harassment in the absence of evidence that such incidents affected
Jones’ psychological well-being. We note, moreover, that the district court did
not credit Jones' testimony regarding the three major sex-related incidents as
factual findings. The court’s ruling appears to recount these incidents only to
show that, even if true, such “harassment” was insufficiently pervasive to con
stitute a violation of Title VII.
7124 Jones v. Flagship International
distress; (ii) that she was adversely affected in terms of pay and pro
motion; (iii) that Metze increased her responsibilities when she
complained; (iv) that Metze fabricated rumors about her; and (v)
that the district court erred in finding that she had admitted to not
being adversely affected. We find Jones’ points unpersuasive.
(1) The Trip to Chicago. It appears that Jones confuses tangible
job detriment with distress or psychological harm, an intangible
detriment. Moreover, assuming that Metze’s proposition caused
Jones to return to Little Rock, Arkansas, we cannot discern from
the record that this incident caused a tangible job detriment to
Jones. On the contrary. Jones’ testimony on this point reveals no
adverse employment effect.
(2) Pay and Promotion. While an adverse employment decision
in this regard would certainly amount to a tangible job detriment,
the record is barren of any indication that Jones’ complaints of sex
ual harassment were related to her equal pay and promotion com
plaints. This court cannot infer such a relationship.
(3) Increased Responsibilities. Although Jones claims that Metze
increased her responsibilities after she complained of sexually
harassing conduct, and refers this court to exhibits indicating those
responsibilities, neither the exhibits nor the testimony in the record
establish that Jones’ responsibilities increased unduly in relation to
her position at Flagship, or otherwise resulted from her sexual
harassment complaints.
(4) Rumors. Jones' contention that Metze fabricated rumors
about her throughout the company is without support. Metze’s
cross-examination testimony reveals that he listened to, and, at
most, participated in company gossip about Jones. 5
(5) Jones’ Admission. According to Jones, her “admission” to not
being adversely affected by the sexually harassing conduct was
included in a “fabricated” report prepared by security personnel in
connection with a “retaliatory investigation” conducted for the
purpose of finding a “ostensible” reason for terminating her
employment at Flagship. While Jones’ assertion may be credible,
the trial court found to the contrary. We cannot say that this deter
mination is clearly erroneous.
1 4 a
b. Quid Pro Quo
An employer may not require sexual consideration from an
employee as a quid pro quo for job benefits. Henson, 682 F.2d at
908. In Henson the court summarized the prima facie elements of
a quid pro quo claim under Title VII.
In order to establish a violation of Title VII on grounds of
sexual harassment of this kind, an employee must prove a
number of elements, many of which are similar to the
proof required to establish the existence of a hostile or
offensive work environment:
(1) The employee belongs to a protected group.
(2) The employee was subject to unwelcome sexual
harassment.
(3) The harassment complained o f was based upon sex.
(4) The employee’s reaction to harassment complained
of affected tangible aspects o f the employee’s compensation,
terms, conditions, or privileges o f employment. The accep
tance or rejection o f the harassment by an employee must
be an express or implied condition to the receipt o f a job
benefit or the cause o f a tangible job detriment in order to
create liability under this theory o f sexual harassment. As
in the typical disparate treatment case, the employee must
prove that she was deprived of a job benefit which she was
otherwise qualified to receive because of the employer’s
use of a prohibited criterion in making the employment
decision.
(5) Respondeat superior.
Id. at 909 (emphasis added) (citations omitted).
As discussed above, Jones failed to demonstrate that the inci
dents of which she complained resulted in a tangible job detriment.
Similarly, the record fails to establish that Jones was required to
accept sexual harassment as a condition to the receipt of a job bene
Jones v. Flagship International 7125
1 5 a
fit. The district court’s finding that Jones failed to make out a quid
pro quo claim for sexual harassment under Title VII is not in error.
We, therefore, affirm the trial court’s ruling that Jones failed to
establish her claim for sexual harassment under Title VII.
11. Jones’ Pay and Promotion Claims
a. Equal Pay
[7] Jones asserts that Flagship discriminated against her in pay
under both the Equal Pay Act and Title VII. The former statute
provides:
No employer having employees subject to any provi
sions of this section shall discriminate, within any estab
lishment in which such employees are employed, between
employees on the basis of sex by paying wages to employ
ees in such establishment at a rate less than the rate at
which he pays wages to employees o f the opposite sex in
such establishment for equal work on jobs the performance
of which requires equal skill, effort, and responsibility,
and which are performed under similar working condi
tions, except where such payment is made pursuant to (i)
a seniority system; (ii) a merit system; (iii) a system which
measures earnings by quantity or quality of production; or
(iv) a differential based on any other factor other than sex
7 126_________ Jones v. Flagship International
29 U.S.C. § 206(d)(1) (emphasis added).
Unlike Title VII, the burden of persuasion may shift from the
plaintiff to the defendant in a suit under the Equal Pay Act.
The plaintiffs having made out a prima facie case has dif
ferent ramifications under the Equal Pay Act than it has
under the Title VIE Under the Equal Pay Act, the plaintiff
has the burden of proof to “show that an employer pays
different wages to employees of opposite sexes ‘for equal
work on jobs the performance of which requires equal
skill, effort, and responsibility, and which are performed
16 a
under similar working conditions.’ ” Corning Glass Works
v. Brennan, 417 U.S. 188. 195, 94 S.Ct. 2223, 2228, 41
L.Ed.2d 2, 10 (1974). If the plaintiff meets this burden, the
burden of proof “shifts to the employer to show that the
differential is justified under one of the Act’s four
exceptions.” Id. at 196, 94 S.Ct. at 2229, 41 L.Ed.2d at 11.
The exceptions are affirmative defenses on which the
employer has the burden both of production and of per
suasion. Id. at 197, 94 S.Ct. at 2229, 41 L.Ed.2d at 11. In
other words, the burden shifts to the employer once a
plaintiff shows that she was paid less than a male who was
performing substantially the same job.
Plemer v. Parsons-Gilbane, 713 F.2d 1 127, 1136 (5th Cir. 1983).
Thus, in order to establish a claim under the Equal Pay Act, the
plaintiff must show (1) that her employer is subject to the Act; (2)
that she performed work in a position requiring equal skill, effort
and responsibility under similar working conditions; and (3) that
she was paid less than members of the opposite sex. To establish
“equal work”, the plaintiff need only prove that the “skill, effort
and responsibility” required in the performance of the jobs is
“substantially equal.” Pearce v. Witchita County, City o f Witchita
Falls, Texas Flospital Bd., 590 F.2d 128, 133 (5th Cir. 1979). The
Act necessarily requires a plaintiff to compare her skill, effort,
responsibility and salary with a person who is or was similarly situ
ated.
Jones based her pay complaints at trial on salary comparisons
with four male employees whom she regarded as having compara
ble qualifications and responsibilities; Jared Metze, Ken Diebold,
Jim Lawther and Joseph Primavera.
Metze. Jones compared'her position to Metze’s when the latter
was “Manager of Personnel Relations” from April, 1972, to July,
1974. Metze’s employee record card reveals that he earned $271.16
per week at his hire and $380.80 per week when promoted to Direc
tor of Public Affairs. Jones, meanwhile, earned $403.85 per week
when hired in 1979. Thus, assuming that Metze’s job was substan
tially similar to Jones' job as EEO Manager, the district court cor-
Jones v. Flagshh* International 7127
1 7 a
7128 Jones v. F lagship International
redly concluded that Jones failed to establish that she earned less
than Mctzc for equal work.
Dicbold. Jones did not introduce Diebold’s employee record card
at trial. Consequently, even if the jobs of Jones and Diebold were
substantially similar, Jones failed to show that she earned less than
Diebold.
Lawther. Flagship hired Lawther as “Specialist in Employee
Relations” three months before Jones joined the company. Lawther
and Jones both started at $403.85 per week. Beginning in Decem
ber, 1980, Lawther earned $20 per week more than Jones following
his promotion to “Manager of Union Contract Administration.”
Lawther, who had been a high school teacher for 12 years, and a
teachers' union representative for two years prior to his hire, was
involved in collective bargaining negotiations and affirmative
action programs at 46 locations. Based on our review of the record,
we cannot disagree with the district court’s finding that Jones and
Lawther did not engage in jobs requiring “substantially equal skill,
effort and responsibility.”
Primavera. Jones testified that she had comparable qualifications
to Primavera, one of her supervisors. However, as Jones’ testimony
demonstrates, Primavera’s supervisory duties differed from Jones’
EEO duties for the company. Although the court below did not
address Jones’ comparison with Primavera, we find that Jones and
Primavera did not engage in substantially similar jobs.
18] In regard to her equal pay claim under Title VII, Jones was
required to show that Flagship intentionally discriminated against
her on the basis of her sex.8 Jones first testified that the company
sTitle VII makes il an unlawful employment practice for an employer “to dis
criminate against any individual with respect to his compensation, terms, con
ditions, or privileges of employment, because of such individual’s race, color,
religion, sex, or national origin!'...” 42 U.S.C. § 2000e-2(a). In County o f
Washington v. Gunther, 452 U.S. 161, 101 S.Ct. 2242, 68 L.Ed.2d 751 (1981),
the Supreme Court held that failure to allege or prove the equal work standard
of the Equal Pay Act did not bar a plaintiff’s cause of action under Title VII
does incorporate that portion of the Equal Pay Act which permits dissimilar
wages between men and women pursuant to (i) a seniority system, (ii) a merit
system, (iii) a system which measures earnings by quantity or quality of produc
tion, or (iv) a differential based on any other factor other than sex. See 42
U.S.C. § 2000e-2(h).
1 8 a
refused to evaluate her job performance in accordance with com
pany policy—evaluations, according to Jones, which would have
resulted in a salary raise. Flagship, on the other hand, offered evi
dence to show that Jones’ evaluation for 1981 was postponed due
to Jones’ two-month absence for sick leave. Metze testified that he
delayed the process in order to help Jones obtain a positive evalua
tion. We cannot say, based on the record before us, that Flagship’s
failure to evaluate Jones in 1981 constituted discrimination in pay.
Jones also testified that Flagship paid its employees at the
“prevailing market rate” and that she earned less than that “rate.”
However, as the district court held, there is no requirement that an
employer pay its employees at market rate. We must, therefore,
affirm the district court’s ruling that Jones failed to establish a dis
crimination in pay claim under either the Equal Pay Act or Title
VII.
b. Failure to Promote
19] In a suit alleging sex discrimination in an employer’s failure to
hire or promote, the plaintiff must prove the following to establish
a prima facie case: (1) that she was a member of a protected group;
(2) that she applied for a position for which she was qualified; (3)
that she was rejected; and (4) that after she was rejected, the
employer promoted, hired, or continued to seek a member of the
opposite sex for the job. McDonnell Douglas Corp. v. Green, 411
U.S. 792 (1973); Uveida v. Steves Sash & Door Co., 738 F.2d 1425,
1428 (5th Cir. 1984), cert, denied, 106 S.Ct. 791 (1986). Plemer,
713 F.2d at 1135. Where the plaintiff claims discrimination in pro
motion on the basis that jobs for which she was qualified were
never posted or otherwise opened for formal applications, she must
establish that the company had some reason or duty to consider her
for the post. Carmichael v. Birmingham Saw Works, 738 F.2d
1 126, 1133 (1 1th Cir. 1984).
The district court found that Jones did not submit any evidence
that she applied for a position for which she was qualified and
rejected, and which was later filled by a male employee. Our review
of the record, moreover, discloses no evidence that Flagship had a
duty or a legitimate reason to consider Jones for another position
within the company. Consequently, we affirm the district court’s
Jones v . Flagship International 7129
7130
19a
J ones v. F lagship International
ruling that Jones failed to make out a discrimination in promotion
claim under Title VII.
III. Retaliation
HO] Jones and the EEOC argue that the district court erred in
concluding that Jones had failed to make out a prima facie case of
retaliation under § 704(a) of Title VII.9 A plaintiff establishes a
prima facie case of retaliation by showing (1) that she engaged in
activity protected by Title VII; (2) that an adverse employment
action occurred; and (3) that there was a causal connection between
the participation in the protected activity and the adverse employ
ment decision. Irby v. Sullivan, 737 F.2d 1418, 1426 (5th Cir.
1984); McMillan v. Rust College, Inc., 710 F.2d 1112, 1116 (5th
Cir. 1983).
The district court found that “Jones was clearly engaging in pro
tected activity when she filed a charge of discrimination with the
EEOC [and that] [h]er subsequent suspension and termination
were adverse employment actions.” The court further found, how
ever, that Flagship’s actions were taken, in part, as a result of Jones’
solicitation of Patricia Love, a female co-worker;
“the evidence did establish that Jones gave aid and com
fort, if not outright encouragement, to Pat Love to pursue
her grievances against the company, at a time when Jones’
duty was to discourage and defend such claims . . . . The
court is persuaded, therefore, that Flagship had reasonable
grounds, or in good faith thought it did . . . for suspending
and later terminating Jones.”10
*Section 704(a), 42 U.S.C. § 2Q00e—3(a), reads in pertinent part:
“It shall be unlawful employment practice for an employer to dis
criminate against any of his employees . .. because he has opposed any
practice made an unlawful employment practice by this subchapter, or
because he has made a charge, testified, assisted, or participated in any
manner in an investigation, proceeding, or hearing" under this
subchapter.”
10Flagship asserted at trial that it also terminated Jones’ employment for her
solicitation of Dorothy Smith, another female co-worker, to sue the company,
and for her breach of company policy in taking Metze’s personnel file home.
See footnote 3, supra. The district court found that Jones did not solicit Smith
and did not breach any “clearly stated” company policy, “at least as it pertained
to Jones.” The court’s findings in this regard are not in error.
2 0 a
The court ruled that, as a consequence, Jones failed to establish the
causation link between the charges and Flagship’s actions,
that absent retaliation her employment would have continued.”
We conclude that Jones did meet her prima facie burden of
showing that “hut for” Tier fillrig Qf charges with the EEOC she
would not have been suspended and terminated of her emplov-
ment. We conclude, however, under the McDonnell—Burdine
allocation of burdens and order of presentation of proof in a Title
VII case, that Flagship presented evidence sufficient to rebut Jones’
prima facie case and to support the district court’s conclusion that
Flagship did not engage in unlawful retaliation." *
Jones v. Flagship International 7131
"T he Supreme Court has delineated the burden on a Title VII defendant in
rebutting the plaintiff’s prima facie case, and the plaintiffs subsequent and ulti
mate burden.
The burden that shifts to the defendant, therefore, is to rebut the pre
sumption of discrimination by producing evidence that the plaintiff
was rejected, or someone else was preferred, for a legitimate, nondis-
criminatory reason. The defendant need not persuade the court that it
was actually motivated by the proffered reasons. See Sweeney, supra, at
25, 58 L.Ed.2d 216, 99 S.Ct. 295. It is sufficient if the defendant’s evi
dence raises a genuine issue of fact as to whether it discriminated
against the plaintiff. To accomplish this, the defendant must clearly set
forth, through the introduction of admissible evidence, the reasons for
the plaintiffs rejection. The explanation provided must be legally suf
ficient to justify a judgment for the defendant. If the defendant carries
this burden of production, the presumption raised by the prima facie
case is rebutted, and the factual inquiry proceeds to a new level of spec
ificity. Placing this burden of production on the defendant thus serves
simultaneously to meet the plaintiffs prima facie case by presenting a
legitimate reason for the action and to frame the factual issue with suf
ficient clarity so that the plaintiff will have a full and fair opportunity
to demonstrate pretext. The sufficiency of the defendant’s evidence
should be evaluated by the extent to which it fulfills these functions.
The plaintiff retains the burden of persuasion. She now must have
the opportunity to demonstrate that the proffered reason was not the
true reason for the employment decision. This burden now merges
with the ultimate burden of persuading the court that she has been the
victim of intentional discrimination. She may succeed in this either
directly by persuading the court that a discriminatory reason more
likely motivated the employer or indirectly by showing that the
employer’s proffered explanation is unworthy of credence. See McDon
nell Douglas, 411 U.S. at 808-805, 36 L.Ed.2d 668, 92 S.Ct. 1817.
Burdine, 450 U.S. at 254-56 (footnotes omitted).
21 a
Jones and the EEOC maintain that Flagship’s suspension and
subsequent termination of Jones’ employment were based solely on
Jones’ action in filing discrimination charges with the EEOC. Jones
and the EEOC point out that, since Flagship was unaware of any
communication beiween Jones and Love at the time of Jones’ sus
pension, the district court’s conclusion, viz., that Flagship had
“reasonable grounds, or in good faith thought it did . . . for sus
pending and later terminating Jones,” is erroneous. While it is true
that the court stated that Jones’ suspension and termination were
adverse employment actions, a review of the court’s ruling reveals
that it treated Flagship’s conduct on the whole as a single adverse
action. However, even if Jones’ suspension is viewed as a separate,
single adverse employment decision, as Jones and the EEOC urge,
it does not follow that Flagship’s action constituted unlawful retali
ation.
The district court found that Jones was suspended “to avoid the
conflict of interest inherent in Jones’ representation of Flagship
before the agency to whom she had made a complaint.”12 The
EEOC contends that, notwithstanding the conflict of interest cre
ated, § 704(a) applies with equal force in protecting an employee
charged with EEO responsibilities from retaliatory conduct.
We are well aware that the provisions of Title VII must be con
strued broadly in order to give effect to Congress’ intent in elimi
nating invidious employment practices. Sec Pettway v. American
Cast Iron Pipe Co., 411 F.2d 998, 1004-07 (5th Cir. 1969). More
over, since the enforcement of Title VII rights necessarily depends
on the ability of individuals to present their grievances without the
threat of retaliatory conduct by their employers, rigid enforcement
of § 704(a) is required. Pettway, 422 F.2d at 1107. EEOC v, Kallir,
Phillips, Ross, 401 F. Supp. 66, 72 (S.D.N.Y. 1975), affd, 559 F.2d
1203 (2d Cir.), cert, denied, 434 U.S. 920 (1977).
7132 Jones v. Flagship International
12Jones contends that because her duties were primarily “conciliatory” and
“non-adversarial,” no actual conflict of interest was created by her actions.
Although Jones’ duty may have been to counsel discrimination claimants and
to conciliate discriminate claims in a non-adversarial manner, it was her posi
tion as a representative of the company in EEO matters, not her methods,
which created the conflict of interest.
22a
[HI In assuming her position as Flagship’s Manager of EEO Pro
grams, Jones neither abandoned her right to be free from discrimi
natory practices nor excluded herself from the protections of
§ 704(a). In filing a charge against Flagship on the ground that the
company had discriminated against her in terms of pay and sexual
harassment, Jones was exercising a protected right under Title VII,
as the district court found. Pettway, supra.
[12J However, we are also well aware that, although eliminating
discriminatory employment practices is the goal of Title VII, coop
eration and voluntary compliance are the preferred methods of
promoting that goal. See generally, Alexander v. Gardncr-Denver
Co., 415 U.S. 36, 44 (1974). An employer has a strong interest in
having an opportunity to settlecqual employment disputes through,
conference, conciliation and persuasion before an aggrieved
employee resorts to a lawsuit. In St. John v. Employment Develop
ment Dept., 642 F.2d 273 (9th Cir. 1981), the court noted that a
conflict of interest created by an EEO employee’s filing of charges
with the EEOC could justify adverse employer action: “It may be
that the fundamental policies of Title VII require that voluntary
compliance be encouraged by allowing an employer's transfer of a
complaining employee to a position without EEOC contact, but
otherwise equivalent.’’ Id. at 275.13
In the instant case Vygantas, the Flagship officer responsible for
Jones' suspension and discharge, testified that he suspended Jones
with pay pending reassignment and an investigation of her claims.
The EEOC notes that, unlike the situation contemplated in St.
John, Jones was never reassigned and was barred from Flagship’s
premises and educational seminar functions. Jones and the EEOC
contend that Flagship’s conduct following Jones’ claims againsi the
Jones v. Flagship International 7133
13The Ninth Circuit grounded this possible exception to § 704(a) on the
“business necessity” doctrine of Griggs v. Duke Power Co., 401 U.S. 424, 431
(1971). In Griggs the Supreme Court held that employment practices which are
discriminatory in operation are not prohibited if the employer shows they are
related to job performance, i.e. that they are required by “business necessity.”
Id. See Prewitt v. United States Postal Service, 662 F.2d 292, 306 (5th Cir.
1981). The Tenth Circuit has also held that business necessity may justify retal
iation. See Barela v. United Nuclear Corp., 462 F.2d 149, 152, n.5 (10th Cir.
1972) (apparently accepting business necessity as an appropriate defense in
principle, but holding that it had not been established).
7134 Jones v. Flagship International
company. indicate that Flagship’s sole intention was to fire Jones
tor exercising her rights under Title VII.
f 13] We need not address ourselves to the extent to which an
employer may act in relieving an employee of her EEO duties with
out running afoul of § 704(a), or to whether Flagship’s response, if
based on Jones' filing of charges alone, was sufficiently excessive to
constitute unlawful retaliation. The record establishes that Jones’
filing of charges with the EEOC was not the sole reason for Flag
ship’s action at the time of suspension. Vygantas testified that he
suspended Jones with pay not only for the conflict of interest stem
ming from her position as an EEO officer, but for Jones’ plan to ini
tiate a class action suit against the company.14
14Vygantas’ testimony reads in pertinent part:
[Direct Examination]
Q. Now, did there come to be a time where you made the determi
nation to send Mrs. Jones home?
A. Yes.
Q. Tell me how you came to that determination.
A. if 1 recall the events correctly, on the 1 !th of February 1 was
informed that a charge had been filed and identified what the charge
was. I invited her to come up to my office, and I raised some questions
about in view of the fact that she had sought a solution of her claim
with the agency that she was representing Sky Chefs, 1 felt that that was
a conflict of interest and similarly saying to her, Seems to me you have
a conflict of interest on this situation. She at my perception understood
that. It could be that with respect to her issues she would have a con
flict of interest. I also had been told bv Mr Metze while the charge was
being filed he had a call from her attorney, Mr. Walker, who said 1 ’d like
to settle this before we file a class action suit in view o f the fact o f a class
action suit that is beyond just her representation.
* % * *
[Cross-Examination]
Q. Let me be sure of your position on the conflict that the charge
presented to you. Did you testify that you saw a basic conflict there?
# # #
A. There was a conflict in the sense that she was responsible to rep
resent to the EEO commission and other third parties, governmental
parties, Sky Chef and she had sought—she had sought an answer—1
24a
Although we realize that the district court did not identify in its
ruling Jones’ conduct in this regard as a separate basis to iustifv
Flagship’s action, a review of the entire record leaves no doubt that
the court considered the evidence of Jones’ solicitation of Pat Love
against the background of Jones’ attempt to file a class action suit.
Flagship’s belief of Jones’ plan to file a class action claim on the
date of her suspension, and its subsequent belief of Jones’ attempt
to solicit others, including Pat Love, to sue or to join Jones in suing
the company, will be discussed jointly.
Jones and the EEOC argue that the district court never found
that Jones actually solicited Love, but merely that Jones “gave aid
and comfort, if not outright encouragement, to Pat Love to pursue
her grievances against the company at a time when Jones’ duty was
to discourage and defend such claims . . . . ’’ Jones and the EEOC
maintain that a company’s EEO officer has no duty to discourage
discrimination claims, and, moreover, is expected to give aggrieved
employees “aid and comfort” as a means of conciliating discrimi
nation disputes. While we do not take issue with Jones’ conciliatory
role, we view this contention as one taken out of context. It is clear
from the lower court’s decision, when read on the whole, that the
court was referring to solicitation in the form of aid and comfort
and encouragement. We will not quibble with the district court’s
choice of words where the meaning is apparent.
Jones v . Flagship International 7135
don’t know the proper legal terms for it with that very commission. So
therefore, it was my judgment that she could not effectively represent
the company, and in addition 1 was told by Mr. Metze a day or two
before, even three of four days before—
Q. Was it two days before or three or four?
A. I cannot exactly tell you, but it was before. It was before the 11th,
that he had a telephone conversation with her attorney who said he
would like to settle this before this develops into a class action suit.
Q. Let me ask you this then. 1 thought you testified on direct that
you sent her home because of the basic conflict that the charge repre
sented. Arc you saying there were other reasons why you sent her home?
A. Lcl. there were two reasons. .. .
(emphasis added).
2 5 a
7136 Jones v. Flagship International
The EEOC next argues that Jones’ “aid and comfort” of Love
constituted lawful opposition to a “practice made an unlawful
employment practice by [§ 704(a)].”15 42 U.S.C, § 2000e-3(a). We
agree that employee opposition to discriminatory employment
practices directed against a fellow employee may constitute activity
protected under § 704(a). In Berg v. LaCrosse Cooler Co., 612 F.2d
1041 (7th C’ir. 1980) the court held that it is a violation of § 704(a)
to fire an employee because he opposed discrimination against a
fellow employee, even if he was mistaken and there was no discrim
ination. See also, Rucker v. Higher Educational Aids Bd., 669 F.2d
1179, 1182 (7th Cir. 1982) (holding that it is unlawful to retaliate
against an individual who opposed discrimination against a co
worker).
114] However, unlike the employees in Berg and Rucker, Jones
was an employee charged with representing her company on equal
employment matters. As the EEOC concedes, some conduct, even
if in sincere opposition to unlawful employment practices under
Title VII, may be so disruptive or inappropriate as to fall outside
the protections of § 704(a). “There may arise instances where the
employee’s conduct in protest of an unlawful employment practice
so interferes with the performance of his job that it renders him
ineffective in the position for which he was employed. In such a
case, his conduct, or form of opposition, is not covered by
§ 704(a).” Rosser v. Laborers’ International Union, Local 438, 616
F.2d 221,223 (5th Cir.), cert, denied, 449 U.S. 886 (1980). In deter
mining whether particular conduct constitutes activity protected
under § 704(a), this circuit has required a balancing test: “[T]he
courts have required that the employee conduct be reasonable in
light of the circumstances, and have held that ‘the employer’s right
to run his business must be balanced against the rights of the
employee to express his grievances and promote his own welfare’.”
Jeffries v. Harris County Community Action Assoc. 615 F.2d 1025,
1036 (5th Cir. 1980) (quoting Hochstadt v. Worcester Foundation
for Experimental Biology, 545 F.2d 222, 223 (1st Cir. 1976)).
Accord, Payne v. McLemore’s Wholesale & Retail Stores, 654 F.2d
1130 (5th Cir. 1981), cert, denied. 455 U.S. 1000 (1982).
The EEOC maintains that Jones’ dealings with Love did not
harm Flagship. We disagree. As Flagship’s Manager of EEO Pro
15According to Jones, Love had also been propositioned by a male manager.
2 6 a
grams, Jones necessarily played a crucial role in equal employment
matters involving the company. Jones knew of Flagship’s position
in discrimination cases filed against the company and acted as its
representative before administrative agencies, including the EEOC.
The need to settle discrimination claims through the process of
cooperation and conciliation necessarily required Flagship to
repose great confidence in its EEO personnel, in general, and Jones,
in particular.
|15J Jones’ action in (1) filing a discrimination suit against Flag
ship, (2) suggesting that a class action suit would follow, and (3)
soliciting or inviting others to sue or join in a suit against the com
pany not only rendered Jones ineffective in the position for which
she was employed, but critically harmed Flagship’s posture in the
defense of discrimination suits brought against the company.
Moreover, Jones’ right to express her grievances and promote her
own welfare did not depend on others joining in her suit. We con
clude, therefore, that under the aforementioned “balancing test”
Jones’ conduct in soliciting or inviting others to join in her discrim
ination claim,16 coupled with her expressed intent to serve at the'
vanguard of a class action suit, was not protected under § 704(a)
and provided Flagship with a nondiscriminatory basis upon which
,to suspend and discharge Jones.
116] Flagship, having met its burden of production by providing
a legitimate, nondiscriminatory basis for its action, rebutted Jones’
prima facie case and shifted the burden of persuasion to Jones to
show that a discriminatory reason more likely motivated Flagship,
or that Flagship’s “proffered explanation is unworthy of credence.”
Burdine, 450 U.S. at 256. McMillan, 710 F.2d at 1116. The EEOC
contends that the district court failed to assess whether the compa
ny’s reasons were pretexts for discrimination. Specifically, the
________________Jones v. Flagship International 7137
16Jones and the EEOC argue that Love's testimony cannot support the con
clusion that Jones solicited or encouraged Love to sue or join in suing Flagship.
Although Love’s testimony is not the model of clarity, it is apparent that her
understanding at the time of her discussion with Jones was that the latter had
asked her to “join” in Jones’ claim. The court below could have properly deter
mined that Love’s understanding of Jones’ request was communicated to
Metze, who, in turn communicated this understanding to Vygantas. Jones’ sub
sequent “explanation” to Love that Jones only wanted Love to testify as to her
knowledge of Jones’ claims came too late.
2 7 a
7138 Jones v. Flagship International
EEOC asserts that Flagship’s investigation was conducted to
uncover inculpatory evidence upon which to discharge Jones.
According to the EEOC, the district court’s finding that two of Flag
ship’s proffered reasons—Jones’ solicitation of Dorothy Smith and
Jones’ unauthorized use of Metze's personnel file—were not sup
ported by the record, and Love’s “confused” testimony, demon
strate the absence of any non-retaliatory motive.
117! The EEOC’s point misses the mark. As discussed above, the
court below was entitled to credit Love’s testimony as supporting
Flagship’s position that Jones had engaged in solicitation, which, if
true, would have jeopardized the company’s posture with respect to
defending discrimination claims. Moreover; Flagship need not
have been correct in its basis for suspending and discharging Jones
to show that its actions were motivated for non-retaliatory reasons.
Sec, e.g., De Anda v. St. Joseph's Hospital, 671 F.2d 850, 854, n.6
(5th Cir. 1982) (“Whether St. Joseph was wrong in its determina
tion that she should have checked is irrelevant, as long as its belief,
though erroneous, was the basis for the termination”); Dickerson v.
Metropolitan Dade County, 659 F.2d 574, 581 (5th Cir. 1981)(Unit
B) (“Even if DERM were wrong in its evaluation of the seriousness
of the injury and the justifiability of the absences, it did not violate
Title VII if it acted on the reasonable belief about the absences”).
Accord Jeffries, supra. It is sufficient, as the district court held, that
“Flagship had reasonable grounds, or in good faith though it did,”
for its suspension and termination of Jones’ employment.17
[181 We hold that, although Jones did establish a prima facie case
of unlawful retaliation under § 704(a), i.e„ that but for her filing of
charges with the EEOC she would not have been suspended and
fired, Flagship presented sufficient, credible evidence to show that
its actions were motivated by non-retaliatory reasons, and there
fore, to rebut Jones’ case. We hold, furthermore, that Jones failed
to show that Flagship’s reasons were a pretext for discrimination.
Accordingly, we affirm the district court’s ruling that Jones failed to
establish that Flagship engaged in unlawful retaliation under
§ 704(a).
17Jones and, to a lesser extent, the EEOC assert that the district court created,
in effect, a “good faith” exception to § 704(a) in its ruling. This argument is also
taken out of context. In using the term “good faith,” the court merely denoted
that Flagship had a reasonable belief that Jones had solicited Love.
2 8 a
IV. Jones’ Additional Claims
[19] Jones complains that the district court abused its discretion
in denying her leave to amend her complaint 15 months after com
mencement of this case. Such a ruling is within the sound discre
tion of the trial court and, given the late date of Jones' motion, was
not inappropriate.
________________ Jones v . Flagship International___________ 7139
CONCLUSION
In sum, we conclude that Jones failed to show that the sexually
harassing conduct complained of resulted in a tangible job detri
ment or affected a term, condition or privilege of employment to a
degree sufficient to establish a sexually abusive or hostile work
environment. We hold, therefore, that Jones failed to establish a
prima facie case of sexual harassment under Title VII and affirm
the district court’s ruling in this respect. We also conclude that
Jones failed to demonstrate (1) that she earned less than male
employees for substantially equal work; (2) that Flagship intention
ally discriminated against her in terms of pay; and (3) that Flagship
either rejected her application for another position, or failed to
advise her of an opening for which she was qualified. Accordingly,
we hold and affirm the district court's ruling that Jones failed to
establish disparate treatment in terms of pay and promotion under
Title VII and the Equal Pay Act.
Finally, we conclude that, although Jones did establish a prima
facie case of unlawful retaliation under § 704(a) of Title VII, under
the McDonnell-Burdine allocation of burdens and order of presen
tation of proof. Flagship sufficiently rebutted Jones’ case by adduc
ing evidence that is suspended and fired Jones for non-retaliatory
reasons. Moreover, we find that Jones did not demonstrate that the
reasons proffered by Flagship were pretexts for discrimination. We,
therefore, hold that Jones failed to show that Flagship engaged in
unlawful retaliation under Title VII, and affirm the district court’s
ruling in this regard.
AFFIRMED.
2 9 a
IN THE UNITED STATES COURT OF APPEALS
FOR THE FIFTH CIRCUIT
No. 85-1124
B. T. JONES,
Plaintiff-Appellant,
versus
FLAGSHIP INTERNATIONAL, A DELAWARE
CORPORATION D/B/A SKY CHEFS,
Defendant-Appellee.
Appeal from the United States District Court
for the Northern District of Texas
ON PETITION FOR REHEARING
(August 21, 1986)
Before GEE, RUBIN, and GARZA, Circuit
Judges.
PER CURIAM;
IT IS ORDERED that the petition for
rehearing filed in the above entitled and
numbered cause be and the same is hereby
denied.
ENTERED FOR THE COURT:
s / _______________________
United States Circuit Judge
30a
31a
IN THE UNITED STATES DISTRICT
FOR THE NORTHERN DISTRICT OF TEXAS
DALLAS DIVISION
B . T . JO NES, )
)
)Plaintiff, )
)CIVIL ACTION NO.
VS. )
5 CA 3-82-1611-G
FLAGSHIP INTERNATIONAL, )
a Delaware Corporation, )
d/b/a SKY CHEFS, )
)Defendant. )
MEMORANDUM OF DECISION
Introduction
1. This is a race and sex
discrimination case brought by Benita J.
Jones ("Jones") under 42 U.S.C. §2000e et
seq. ("Title VII"), 29 U.S.C. §206(d)
("the Equal Pay Act"), and 42 U.S.C. §1981
("§1981"). After bifurcation of liability
and remedy issues, Fed. R. Civ. P. 42(b),
the liability phase of the case was tried
to the court on March 12-15, 1984, and the
3 2 a
court makes the following findings and
conclusions in connection therewith.
Factual Background
2. Jones, a black female citizen of
the United States and resident of Dallas,
Texas, was employed by Flagship at its
headquarters office in Arlington, Texas
from July 30, 1979 to April 15, 1982.
3. Flagship is a Delaware
corporation doing business in the Northern
District of Texas.
4. At all times material to this
action, Flagship was engaged in an
industry affecting commerce and employed
15 or more employees each working day in
each of 2 0 or more calendar weeks in the
then current or preceding calendar year.
Flagship is thus an employer within the
meaning of Title VII and the Equal Pay
Act.
5. The court has jurisdiction over
33a
the subject matter and the parties.
6. After her admission to the
Arkansas bar in 1976, Jones worked in the
city attorney's office in Little Rock and
as an attorney for the Arkansas Department
of Aging before her employment at Flagship
as manager of Equal Employment Opportunity
("EEO") programs.
7. As manager of EEO programs,
Jones8 principal duties were to prepare an
affirmative action plan and to investigate
charges of employment discrimination
brought against the company. She also
represented the company before various
administrative agencies, state and
federal, to defend or conciliate such
charges, but she had no responsibility to
litigate them in court.
8. Jones * initial salary was
$21,000. About November 11, 1979, her
salary was increased to $22,050 annually
34a
and, following a change of job grades, it
was increased again on June 8, 1980 to
$23,153 per year. On August 29, 1980,
Jones received what was to be her last pay
increase - to $27,000 - before leaving
Flagship's employ.
The Title VII Claims - Burden of Proof
9. In a suit arising under Title
VII, although the elements of each claim
may differ, the ultimate burden rests upon
the plaintiff to prove unlawful
discrimination by a preponderance of the
evidence; that burden of persuasion never
shifts to the defendant. Texas Department
of Community Affairs v. Burdine, 450 U.S.
248, 253-55 (1981); Board of Trustees of
Keene State College v. Sweeney, 439 U.S.
24, 25 (1978).
10. If the plaintiff makes out a
prima facie case under Title VII, the
defendant's burden is not then one of
35a
proof, but rather of coming forward with
admissible evidence that the employment
actions complained of were taken for
legitimate, nondiscriminatory reasons.
Burdine. 450 U.S. at 254-55.
11. If the defendant carries this
burden of production, the presumption of
discrimination raised by the prima facie
case is rebutted; the defendant need not
persuade the court that it was actually
motivated by the reasons advanced.
Burdine, 450 U.S. at 254.
12. The plaintiff still has the
opportunity to demonstrate that the
reasons advanced by defendant are mere
pretext and do not represent the true
motivation. Burdine. 450 U.S . at 256;
McDonnell Douglas Corporation v. Green,
411 U.S. 792, 804 (1973) . This burden
merges with the plaintiff1s ultimate
burden of persuading the court that she
36a
has been the victim of discrimination,
either by demonstrating directly that a
discriminatory reason was the likely
motivation or indirectly by showing the
legitimate, nondiscriminatory reasons
advanced by the employer are not credible
(i.e., they are probably pretextual).
Burdine. 450 U.S. at 256. See also
Elliott v. Group Medical & Surgical
Service, 714 F.2d 556, 564 n. 9 (5th Cir.
1983), cert, denied. ___ U.S. ___, 104
S.Ct. 2658 (1984).
13. Jones' claims under Title VII
allege "disparate treatment": i.e., she
claims that Flagship treated her less
favorably than others because of her sex
and race. The factual inquiry in a
disparate treatment case under Title VII
is "whether the defendant intentionally
discriminated against the plaintiff." In
other words, is "the employer
37a
treating "some people less favorably than
others because of their race, color,
religion, sex, or national origin.'"
United States Postal Service Board of
Governors v. Aikens, ___ U.S. ___, 103
S.Ct. 1478, 1482 (1983).
14. Jones alleges that she was
discriminated against on racial or sexual
grounds by means of (1) sexual harassment,
(2) retaliation for filing an EEOC charge,
(3) unequal pay, and (4) failure to
promote. Although the precise elements of
a plaintiff's prima facie case differ
depending upon the claim, the essential
showing which Jones must make is that she
was treated differently from similarly
situated individuals, and that a causal
relationship existed between her sex (or
race) and the adverse employment decision.
Furnco Construction Corporation v. Waters,
438 U.S. 567, 575-77 (1978).
38a
15. Jones failed to make out even a
prima facie case of discrimination on
grounds of race. She was hired at
Flagship by Jarred Metze, a black male who
had performed EEO duties in the early
1970's. Many of Jones's complaints of
discrimination were directed at the
conduct of Metze. As manager of EEO
programs, Jones succeeded Catherine Sharp,
another black female. There is not the
slightest hint that race was ever a factor
in any of Flagship's employment decisions
regarding Jones. Although Jones placed
great stress on the small number of blacks
and females in upper management at
Flagship, that evidence was inconclusive
without a demonstration that those numbers
were disproportionate to the pool of
available qualified personnel from which
such management was drawn. See, e.g.,
Lindsey v. Southwestern Bell Telephone
39a
Company, 546 F.2d 1123, 1124 (5th cir.
1977); Hill v. K-Mart Corporation, 699
F.2d 776, 780-81 (5th Cir. 1983).
16. Since most of Jones’ complaints
are grounded on sexual discrimination, and
since the elements of a prima facie case
vary depending on the means by which such
discrimination was allegedly practiced,
these claims, and the evidence pertaining
to them, will be discussed separately in
the following sections.
Sexual Harassment
17. According to Henson v. city of
Dundee, 682 F.2d 897 (11th Cir. 1982), a
plaintiff may make out a claim of sexual
harassment under Title VII by showing
either a hostile work environment or a
quid pro quo.
1.8. To show a hostile work
environment, Jones has to prove the
following elements:
40a
(a) that she belonged to a
protected group;
(b) that she was subject to
unwelcome sexual
harassment;
(c) that the harassment
complained of was based
upon sex;
(d) that the harassment
complained of affected a
"term, condition, or
privilege" of employment;
and
(e) respondeat superior, i.e. ,
that Flagship knew or
should have known of the
hostile work environment
created by Jones*
supervisor or co-workers
but failed to take prompt
remedial action.
Id. at 903-05.
19. Jones testified at trial about
three discrete incidents which she
contends to be evidence of a hostile work
environment. The first occurred only six
weeks after she joined Flagship when she
and her supervisor, Jarred Metze, were
returning from a business trip to Detroit.
4 1 a
While Metze was driving her home from the
Dallas airport; Jones was complaining
about the security of their lodgings in
Chicago. Metze replied that his wife did
not yet know he was back in town and that
he would take Jones to a reputable hotel.
When Jones asked what he meant, he said
she needed "the comfort of a man." Jones
was so distressed by this occurrence that
she left for Little Rock the next day.
She stayed there two weeks and returned
only upon Metze!s promise that it wouldn't
happen again.
20. The second incident occurred
several months later when Jones and Metze
were traveling together to Denver and San
Francisco. Metze introduced her to a male
friend and later told her that she was
"off the hook" because of his friend's
interest in her, to which Jones responded
that she was off limits to Metze in any
42a
event.
21. The third incident, which was
alleged in detail in £>7(e) of plaintiff's
complaint, occurred during the
headquarters office Christmas party in
December, 1981. On that occasion, figures
of mermaids with bare breasts, which had
been created by Kurt Elmer, the company's
executive chef, were used as table
decorations. As soon as she saw them,
Jones told Metze that these statutes would
create problems for female employees. To
avoid upsetting Elmer during the party,
Metze proposed that Jones write Elmer a
memo. Jones later wrote such a memo,
expressing the distaste of female
employees for the figures, and received in
reply a short polemic from an obviously
unrepentant Elmer.
22. In addition to these specific
incidents, Jones testified generally that
43a
Metze often leered at her in his office
after she finished presentations, that he
frequently called her at home, and that he
tried to make her think she was obliged to
spend time with him after hours.
23. As described in Henson. 682 F.2d
at 903, the Equal Employment Opportunity
Commission ("EEOC") has issued regulations
defining sexual harassment as [u] nwelcome
sexual advances, requests for sexual
favors, and other verbal or physical
conduct of a sexual nature . . . when . .
. such conduct has the purpose or effect
of unreasonably interfering with an
individual's work performance or creating
an intimidating, hostile, or offensive
working environment. *' 29 C.F.R.
§1604.11(a) (1981).
24. The court is of the opinion
that, under Henson and the relevant EEOC
regulations quoted above, Jones failed to
44a
establish a hostile work environment.
"For sexual harassment to state a claim
under Title VII, it must be sufficiently
pervasive so as to alter the conditions of
employment and create an abusive working
environment." Henson.682 F.2d at 904.
The sporadic incidents recounted by Jones,
occurring at three different times over
the course of Jones' two and one-half
years' employment, hardly qualify as
pervasive. Indeed, one of them ■— the
mermaid incident — may not even have a
sexual meaning at all. It may just as
well be a disagreement over artistic
taste. Jones indicated that was her
personal opinion in a subsequent
handwritten note to Elmer (PX 3 5 and DX
28) . At all events, Jones never
demonstrated that she was adversely
affected in her employment by a hostile
work environment, i.e., that it altered
45a
the conditions of her employment. To the
contrary, Flagship offered evidence at
trial that Jones admitted, during its
investigation of her allegations of sexual
harassment, that she had not been
adversely affected. This evidence was
never contradicted and the court finds it
persuasive.
Quid Pro Quo
25. Since an employer may not
require sexual consideration from an
employee as a quid pro quo for job
benefits, Henson. 682 F.2d at 908, a Title
VII plaintiff may also make out a claim of
sexual harassment by showing (a) that she
belonged to a protected group; (b) that
she was subject to unwelcome sexual
harassment; (c) that the harassment
complained of was based upon sex; and (d)
that the employee's reaction to the
harassment complained of affected tangible
46a
aspects of the employee's compensation,
terms, conditions, or privileges of
employment. Id. at 909.
26. The proof in support of these
elements, already discussed under the
hostile work environment theory, is
similarly deficient to support a quid pro
quo claim. Jones failed to show that the
incidents of which she complained affected
tangible aspects of her job in any way.
In fact, she admitted to the American
Airlines' Security Department
investigators that they did not. For
these reasons, Jones has failed to
establish sexual harassment under Title
VII on a quid pro quo theory.
Retaliation
27. A plaintiff establishes a prima
facie case of retaliation by showing (a)
that she engaged in an activity protected
by Title VII; (b) that an adverse
47a
employment action occurred; and (c) that
there was a causal connection between the
participation in the protected activity
and the adverse employment decision. Irby
v. Sullivan, 737 F.2d 1418, 1426 (5th Cir.
1984) .
28. Jones was clearly engaging in
protected activity when she filed a charge
of discrimination with the EEOC. Her
subsequent suspension and termination were
adverse employment actions. The question
for decision, then, is whether the filing
of discrimination charges caused Jones5
suspension and later discharge.
29. To prove that causation element
in this circuit, the alleged discriminatee
in a Title VII case must show that she
would not have been discharged absent the
forbidden motive — i.e., retaliation
against her protected act. Unless Jones
establishes that without this retaliation
48a
her employment would have continued, she
is not entitled to recover. Jack v.
Texaco Research Center, 743 F.2d 1129,
1130 (5th Cir. 1984).
30. Flagship asserts that Jones was
suspended with pay to avoid the conflict
of interest inherent in Jones'
representation of Flagship before the
agency to whom she had made a complaint.
It further asserts that she was later
terminated for violating company rules
when she removed a confidential personnel
file from company premises and when she
breached her duty of undivided loyalty to
Flagship by soliciting two female
employees to sue the company for
employment discrimination.
31. The court is not convinced that
Jones breached company policy when she
took Metze's personnel file home. Any
such company policy was not clearly
49a
stated, at least as it pertained to Jones.
On the other hand, the evidence did
establish that Jones gave aid and comfort,
if not outright encouragement, to Pat Love
to pursue her grievances against the
company, at a time when Jones' duty was to
discourage and defend such claims (the
evidence failed to establish, however,
that Jones solicited or encouraged Dorothy
Smith to sue Flagship) . The court is
persuaded, therefore, that Flagship had
reasonable grounds, or in good faith
thought it did, see Dickerson v.
Metropolitan Dade County, 659 F. 2d 574,
581 (5th Cir. 1981); DeAnda v. St. Joseph
Hospital, 671 F.2d 850, 854 n. 6 (5th Cir.
1982) for suspending and later terminating
Jones. Thus, Jones has failed to show the
causative link between her charges and
termination, i.e., that absent retaliation
her employment would have continued.
50a
Failure to Promote
32. To establish prima facie case of
disparate treatment in promotion, a
plaintiff must show: (a) membership in a
protected group; (b) an application for an
open job for which he or she was
qualified; (c) rejection; and (d) action
by the employer in promoting or hiring a
nonminority for the job or in continuing
to seek nonminority applicants for that
job. Uviedo v. Steves Sash & Door
Company, 738 F.2d 1425, 1428 (5th Cir.
1984) .
33. Jones did not present evidence
that she ever applied for a specific job
opening for which she was qualified nor
that Flagship hired a nonminority for such
opening.
34. Moreover, the scope of Jones'
administrative charges, as amended, did
not fairly encompass a claim of failure to
51a
promote. See Sanchez v. Standard Brands,
Inc., 431 F.2d 455, 465-67 (5th Cir. 1970)
(Title VII clearly contemplates that no
issue will be the subject of a civil
action until the EEOC has first had the
opportunity to attempt to obtain voluntary
compliance). See also Vuyanich v.
Republic National Bank of Dallas, 723 F.2d
1195, 1199 (5th Cir. 1984) (plaintiff's
claims should be limited to those
contained in EEOC complaint.)
Equal Pay Act Claim
35. Jones rests her claim that she
was the victim of discrimination in pay on
both the Equal Pay Act and Title VII. The
court will therefore discuss them
separately in that sequence.
36. In a suit arising under the
Equal Pay Act, a plaintiff bears the
burden of proving by a preponderance of
the evidence that (1) plaintiff was
52a
employed by an employer subject to the
Act; (2) plaintiff performed work in a
position requiring equal skill, effort and
responsibility under similar working
conditions; and (3) plaintiff was paid
less than members of the opposite sex
performing such work employed in the same
establishment. Corning Glass Works v.
Brennan, 417 U.S. 188, 195 (1974).
37. To establish "equal work," the
plaintiff need not prove that the duties
performed are identical, but merely that
the "skill, effort and responsibility"
required in the performance of the jobs is
"substantially equal." Pearce v. Wichita
County, City of Wichita Falls, Texas,
Hospital Board, 590 F.2d 128, 133 (5 th
Cir. 1979).
38. The employees whose pay is the
subject of comparison may hold jobs in
succession as well as simultaneously.
53a
Pearce, 590 F.2d at 133; Hodgson v.
Behrens Drug Co., 475 F.2d 1041, 1049 (5th
Cir.), cert, denied. 414 U.S. 822 (1973).
39. Jones compared her pay and job
with those of three male employees; Jared
Metze, Ken Diebold, and Jim Lawther.
Assuming that Metze's job when he was
Manager of Personnel Relations was
substantially similar to Jones', i.e. ,
that it called for substantially equal
skill, effort and responsibility, Jones
failed to show that she was paid less than
Metze. A comparison of the employee
record cards of Metze and Jones
demonstrates that from his hire in April
1972 until July 1974, when Metze left his
position as Manager of Personnel Relations
to become Director of Public Affairs, he
earned less per week than the $403.85
salary at which Jones started in 1979. At
his hire Metze earned $271.16 per week and
54a
was earning $380.80 when promoted in July
1974. Accordingly, the court find that
Jones failed to establish that she was
paid less than Metze for equal work.
40. Diebold testified that after two
years with the company, he became Manager
of Employee Relations in 1976, a position
he held until 1981. Diebold did not
testify concerning his salary level in
that capacity, however, and Jones did not
introduce his employee record card at
trial. As a result, even if it is assumed
that the jobs of Jones and Diebold were
substantially similar, Jones failed to
prove the third element of an Equal Pay
Act claim as set forth in Corning Glass
Works v. Brennan, 417 U.S. at 195.
41. Lawther was hired as Specialist
in Employee Relations in 1979, three
months before Jones joined Flagship.
Lawther started as a grade 35 at $403.85
55a
per week, the same salary at which Jones
started as a grade 37. Lawther was a high
school teacher for 12 years prior to his
hire.
42. From 1979 on, Lawther’s salary
and Jones' moved slowly upward together
until Lawther jumped ahead by $2 0 a week
in December of 1980, upon his promotion to
Manager of Union Contract Administration,
increasing his job grade to a 65, while
that of Jones remained at grade 66.
43. Lawther was involved in the
collective bargaining process and
affirmative action plans at 46 locations,
where he could put to work the experience
gained as his teachers' union
representative for two years. Neither
Lawther nor Jones had any supervisory
responsibilities during the period in
question.
44. The proof did not show that the
56a
second and third elements of an Equal Pay-
Act claim vis-a-vis Lawther were
satisfied. The court finds that the jobs
of Jones and Lawther were not shown to
"require substantially equal skill, effort
and responsibility." Moreover, until
December of 1980, Lawther and Jones
received approximately the same pay. When
Lawther was promoted at that time, he
moved slightly ahead of Jones in
remuneration, but he did not move ahead
significantly until March 1982, after
Jones had been suspended. The court
declines to speculate whether Jones would
have kept up with Lawther's March 1982 pay
increase if she had not been suspended.
In consequence, the evidence did not show
that Jones was paid less for performing
work substantially similar to Lawther's.
Title VII Pay Claim
45. As part of her claim under Title
57a
VII, Jones alleges that Flagship
discriminated against her on the basis of
race or sex by paying her less than her
predecessor, Metze, or her fellow workers,
Diebold and Lawther. As discussed in
relation to her claim under the Equal Pay
Act, Jones did not present evidence to
support her contention that she was paid
significantly less than those individuals.
45. Jones also offered evidence to
show that she was paid less than the
"prevailing market rate.” The Court has
found no law mandating that an employer
compensate its employees at such a rate.
For these reasons, Jones claim of
discrimination in pay under Title VII must
be denied.
The §1981 Claim
47. Because §1981 proscribes only
racial discrimination, Jones' claims of
sexual discrimination are actionable only
58a
under Title VII, Bobo v. ITT, Continental
Baking Co., 662 F. 2d 340, 344 (5th Cir.
1981), cert, denied, ____ U.S. _____, 102
S.Ct. 1985 (1982), and are not a basis for
relief under §1981.
48. In view of the court's
determination that Jones failed to make
out a claim of racial discrimination (]bl5
above), §1981 affords her no relief.
49. In addition, the court need not
consider Jones' claim to relief under
§1981 as an alternative to those rights
contained in Title VII because Jones has
not argued that any violation of §1981 can
be made out on grounds different from
those available under Title VII. See Page
v. U.S. Industries, Inc., 726 F. 2d 1038,
1041 n. 2 (5th Cir. 1984) . The elements
of claims brought under §1981 parallel
those of claims brought under Title VII.
See Rivera v. City of Wichita Falls, 665
59a
F.2d 531, 534 n. 4 (5th Cir. 1982).
50. For all of the above reasons,
Jones is entitled to no relief under
§1981.
Relief for Jones
51. In light of the court's
determination that Jones failed to prove
that Flagship intentionally discriminated
against her in the employment relationship
on the basis of race or sex, the second
phase of this bifurcated trial (the
question of appropriate relief) need not
be reached.
Flagship's Claim for Attorney's Fees
52. Although Jones was unsuccessful
in her claims, the court is of the opinion
that her action was not frivolous,
unreasonable, or without foundation.
Accordingly, Flagship is not entitled to
recover attorney's fees. Christianburg
Garment Co. v. E.E.O.C., 434 U.S. 412, 421
60a
1978) .
Conclusion
53. Judgment on the merits should be
entered for Flagship.
January 24, 1985.
A. JOE FISH
United States District Judge
6 1 a
IN THE UNITED STATES DISTRICT COURT
FOR THE NORTHERN DISTRICT OF TEXAS
DALLAS DIVISION
B.T. JONES, )
)Plaintiff, )
)CIVIL ACTION NO.
VS. )
)CA 3-82-1611-G
FLAGSHIP INTERNATIONAL, )
Delaware Corporation, )
d/b/a SKY CHEFS, )
)Defendant. )
JUDGMENT
In accordance with the memorandum of
decision of this date, it is ORDERED,
ADJUDGED and DECREED that plaintiff take
nothing, that her claims are dismissed on
the merits, and that defendant recover all
costs of court except attorney's fees.
January 24, 1985.
A. JOE FISH
United States District Judge
Hamilton Graphics, Inc.— 200 Hudson Street, New York, N.Y.— (212) 966-4177