Joens v. John Morrell & Co.

243 F. Supp. 2d 920, 2003 U.S. Dist. LEXIS 1882, 91 Fair Empl. Prac. Cas. (BNA) 6, 2003 WL 260717
CourtDistrict Court, N.D. Iowa
DecidedFebruary 7, 2003
DocketC 01-4088-MWB
StatusPublished
Cited by9 cases

This text of 243 F. Supp. 2d 920 (Joens v. John Morrell & Co.) is published on Counsel Stack Legal Research, covering District Court, N.D. Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Joens v. John Morrell & Co., 243 F. Supp. 2d 920, 2003 U.S. Dist. LEXIS 1882, 91 Fair Empl. Prac. Cas. (BNA) 6, 2003 WL 260717 (N.D. Iowa 2003).

Opinion

MEMORANDUM OPINION AND ORDER REGARDING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT

BENNETT, Chief Judge.

TABLE OF CONTENTS

I. BACKGROUND.925

A. Procedural Background.925

B. Factual Background.926

II. LEGAL ANALYSIS.927

A. Standards For Summary Judgment .927

B. The Sexually Hostile Work Environment Claim.928

1. Arguments of the parties.928

2. Sufficiency of the alleged harassment.929

a. Based on sex.929

b. Affecting a term or condition of employment.930

3. Employer liability .931

a. Employer liability for “supervisor” or “co-worker” harassment.931

b. Does this case involve “co-worker” or “supervisor” harassment?.934

i. Who is a “supervisor” within the meaning of Ellerth and Faragher?.934

ii. Was Johnson such a “supervisor”? .941

c. Are there genuine issues of material fact under the appropriate standard for employer liability?.942

i. What constitutes sufficient notice that alleged harassment is “based on sex”?.943

ii. Was sufficient notice given here?.945

C. The Disparate Treatment Claim .946

1. Arguments of the parties.946

2. Joens’s prima facie case.947

3. Joens’s showing of pretext.948

D. Retaliation .949

1. Arguments of the parties.949

*925 2. Joens’s showing in support other retaliation claim.950

III. CONCLUSION. .951

One “burning question” for employer liability for workplace sexual harassment in the wake of the Supreme Court’s landmark decisions in Burlington Industries, Inc. v. Ellerth, 524 U.S. 742, 118 S.Ct. 2257, 141 L.Ed.2d 633 (1998), and Faragher v. Boca Raton, 524 U.S. 775, 118 S.Ct. 2275, 141 L.Ed.2d 662 (1998), is, does a particular case involve “supervisor” or “co-worker” harassment? That question — among others — is squarely presented here, on the employer’s motion for summary judgment, where the employer initially assumed that the plaintiffs allegations involved only “coworker” harassment, but the plaintiff responded that the “thrust” or “core” of her claim was harassment by “a foreman” of the company, which she contended required application of the employer liability standards for “supervisor” harassment. At the court’s behest, the parties have probed more deeply the question of whether this is a “co-worker” or “supervisor” harassment case, and hence, what standard of employer 1 ability is at issue. Another question of equally “burning” significance here, for purposes of either the employer’s Ellerth/Faragher affirmative defense, if this is a “supervisor” harassment case, or the plaintiffs proof that the employer knew or should have known of the harassment, if this is a “co-worker” harassment case, is, what kind of complaint from the plaintiff is sufficient to put an employer on notice that the alleged harassment is “based on sex”? The court’s resolution of these and other issues related to the plaintiffs claims of sexual harassment, disparate treatment based on sex, and retaliation for complaining about harassment and disparate treatment, are herein.

J. BACKGROUND
A. Procedural Background

In this action, filed August 13, 2001, pursuant to Title VII of the Civil Rights Act of 1964, plaintiff LaDonna Joens asserts the following claims against her current employer, defendant John Morrell & Co.: (1) hostile environment sexual harassment; (2) sexual discrimination (disparate treatment) in overtime hours; and (3) retaliation for complaining about sexual harassment and discrimination. This matter is set for trial to begin on March 31, 2003. However, this matter comes before the court pursuant to John Morrell’s November 29, 2002, motion for summary judgment on all of Joens’s claims, which, if granted, would obviate the need for any trial. Joens resisted John Morrell’s motion for summary judgment on January 3, 2003, and John Morrell filed a reply in further support of its motion on January 17, 2003.

By order dated January 23, 2003, the court requested that the parties address in their oral arguments certain questions concerning whether this case involves “supervisor” or “co-worker” harassment and what kind of reports of “harassment” would be sufficient to put an employer on notice that such harassment might be “based on sex.” In response to that order, John Morrell filed two supplemental affidavits on January 29, 2003, one from Dennis Reitz, concerning who exercised supervisory authority over the “box shop” where the plaintiff was employed, and one from Steve Joyce, John Morrell’s Director of Human Resources, concerning who exercises the authority to hire and fire employees in the “box shop” and the company generally.

*926 The court heard the parties’ unusually-animated and informative oral arguments on John Morrell’s motion for summary judgment on January 30, 2003. At the oral arguments, plaintiff LaDonna Joens was represented by Jay E. Denne of Mun-ger, Reinschmidt & Denne, L.L.P., in Sioux City, Iowa. Defendant John Morrell & Co. was represented by Leslie Robert Stellman of Hodes, Ulman, Pessin & Katz, P.A., in Towsen, Maryland, and Scott C. Folkers of John Morrell & Company. John Morrell’s motion for summary judgment is now fully submitted.

B. Factual Background

Although whether or not a party is entitled to summary judgment ordinarily turns on whether or not there are genuine issues of material fact for trial, see, e.g., Quick v. Donaldson Co., 90 F.3d 1372, 1376-77 (8th Cir.1996), the court will not attempt here a comprehensive review of the undisputed and disputed facts in the record. Rather, the court will present here only sufficient factual background to put in context the parties’ arguments for and against summary judgment on Joens’s claims.

The parties agree that Joens began working for John Morrell, which operates a meat packing plant in Sioux City, Iowa, in 1986.

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Bluebook (online)
243 F. Supp. 2d 920, 2003 U.S. Dist. LEXIS 1882, 91 Fair Empl. Prac. Cas. (BNA) 6, 2003 WL 260717, Counsel Stack Legal Research, https://law.counselstack.com/opinion/joens-v-john-morrell-co-iand-2003.