Web address: http://www.nylj.com VOLUME 221—NO. 3 WEDNESDAY, JANUARY 6, 1999 C OOPERATIVES AND C ONDOMINIUMS BY RICHARD SIEGLER AND HOWARD S. LAVIN Employment Policies INCE ANITA HILL accused thenSupreme Court Justice nominee Clarence Thomas of sexual harassment during Thomas's 1991 Senate confirmation hearings, many employers have adopted sexual harassment policies and conducted harassment-avoidance training. Yet, fewer cooperative housing corporations and condominium associations have taken these preventative measures than have other business entities, presumably because the building service workforce is male-dominated. However, the U.S. Supreme Court's new rules (promulgated in decisions announced beginning this past spring) dealing with (i) employer liability for a supervisor's sexual harassment and (ii) so-called same-sex harassment (male on male or female on female harassment), as well as a recent Manhattan Supreme Court case, should cause co-ops and condominiums to consider this issue and to adopt antidiscrimination and harassment policies. S termination, demotion or transfer, then the company is automatically liable for the supervisor's misconduct. • Rule No. 2. If the supervisor's sexually harassing conduct does not result in the victim suffering a tangible job detriment, then the company may assert the following two-part affirmative defense to shield itself from liability: ❏ the employer exercised reasonable care to prevent and correct promptly any sexually harassing behavior; and ❏ the employee unreasonably failed to take advantage of any preventive or corrective opportunities provided by the employer. • Rule No. 3. Sexual harassment involves unwelcome conduct of a sexual nature, and employers can incur liability for such conduct regardless of the gender of the alleged victim and harasser. Stated differently, it is the conduct that gives rise to the potential liability and not the gender or sex of the alleged victim or harasser. Sexual Harassment: The New Rules Quid Pro Quo/Hostile Environment Although somewhat oversimplified, the U.S. Supreme Court's new rules regarding sexual harassment may be summarized as follows: • Rule No. 1. If the supervisor's sexually harassing conduct results in the victim suffering a tangible job detriment, such as Two familiar terms are conspicuous by their absence in these so-called new rules: quid pro quo and hostile environment sexual harassment. The U.S. Supreme Court first recognized sexual harassment as a type of sex discrimination under Title VII of the Civil Rights Act of 19641 ; since 19862 the cases have been divided into quid pro quo and hostile environment categories. Quid pro quo cases involve the conditioning of a workplace reward (e.g., salary increase) or punishment (e.g., discharge) on acquiescing in a supervisor 's unwelcome demands for sexual favors. Hostile environ- R lr g ie S d aichard Siegler is a partner of Stroock & h c R Stroock & Lavan LLP and is adjunct professor at New York Law School, teaching cooperative housing and condominium law. Howard S. Lavin is a partner in the firm's employment law group. ment cases involve unwelcome conduct of a sexual nature, such as sexual jokes or sexual innuendoes, which is so objectively severe and pervasive that a reasonable person would conclude that his or her terms and conditions of employment have been changed and that an abusive work environment has been created. Since quid pro quo harassment is predicated upon the abuse of supervisory authority to extort unwelcome sexual favors, the courts uniformly have held companies strictly liable for such misconduct. In contrast, company responsibility for a hostile work environment turned on a variety of factors, such as whether the company knew or should have known about the tainted workplace environment. Given the different rules for employer liability that attached to the quid pro quo and hostile environment theories, plaintiffs, as the Supreme Court recognized, were "encouraged . . . to state their claims as quid pro quo claims."3 However, workplace harassment does not necessarily neatly fit within one theory or the other. Tangible Job Detriment Standard One of the cases decided by the Supreme Court in June 1998, Burlington Industries Inc. v. Ellerth,4 illustrates this point. In that case, Kimberly Ellerth's job was threatened if she did not "loosen up" and wear short skirts and she was told she would not get a promotion if she did not go out with her supervisor. Ellerth, however, did not succumb to the demand and the threats were never carried out. In fact, Ellerth received the promotion. Does this mean that Ellerth had not been subjected to quid pro quo harassment and NEW YORK LAW JOURNAL that Burlington Industries should, thus, escape strict liability? From a company liability standpoint, this was a critical question because Burlington Industries had neither actual nor constructive knowledge of the harassing conduct. And, under the so-called "old rules," Burlington Industries would avoid liability for the hostile work environment created by its supervisor, since it was not aware of the problem. The Supreme Court's solution: move away from the quid pro quo—hostile environment labels with regard to the issue of employer liability and instead focus on whether the conduct involved a tangible job detriment. WEDNESDAY, JANUARY 6, 1999 In one of the other recent Supreme Court cases, Faragher v. City of Boca Raton,5 Beth Faragher, a life guard, claimed that her supervisors repeatedly made uninvited, vulgar and sexually offensive comments. Although the City of Boca Raton had adopted a sexual harassment policy in 1986, the City failed to circulate the policy among the lifeguards. Therefore, Faragher's supervisors and many of the lifeguards were not even aware that the policy or any complaint procedures existed. The result: Since the City had failed to disseminate its sexual harassment policy or keep track of its supervisors' conduct, the Supreme Court ruled that the City of Boca Raton could not assert the affirmative defense. Two-Part Affirmative Defense Again, if the supervisor's sexually harassing conduct results in a tangible job detriment, such as termination, demotion or transfer, the company is automatically or vicariously liable; if not, then the company may assert the following two-part affirmative defense: • the employer exercised reasonable care to prevent and correct promptly any sexually harassing behavior; and • the employee-plaintiff unreasonably failed to take advantage of any preventive or corrective opportunities provided by the employer. The Court made plain that one virtually indispensable element of the employer's "reasonable care" affirmative defense is that it had a suitable sexual harassment policy in place at the time of the alleged harassment. And the Court also stated that an employee's unreasonable failure to use an established complaint procedure would normally suffice to show that the employee failed to take advantage of opportunities provided by the employer to avoid the harm. What did this mean in the Burlington Industries case? The Supreme Court remanded the case to the lower court to apply the two-part affirmative defense. Since Burlington Industries had a sexual harassment complaint procedure and Ellerth knew about it and failed to use it, company liability will now turn on whether her failure to use the policy was "reasonable." Same-Sex Harassment As noted at the outset, co-ops and condominiums often have determined that the risk of sexual harassment is minimal, at best, because their workforces are male-dominated. In Oncale v. Sundowner Offshore Services,6 however, the U.S. Supreme Court permitted employees to bring same-sex sexual harassment claims. In that case, the lower courts dismissed Joseph Oncale's claim because all of the alleged harassers on his offshore oil rig —like Oncale—were male. On appeal, the High Court reversed, reasoning that it is the pervasive unwelcome conduct of a sexual nature that results in a viable claim for sexual harassment and not the gender of the alleged victim and harasser. In reaching its decision, the Court cautioned that Title VII and analogous state and local anti-discrimination laws are not general civility codes for the workplace; that is, horseplay and cursing do not, in and of themselves, constitute unlawful harassment. Rather, hostile environment sexual harassment arises only where the unwelcome conduct of a sexual nature is so objectively offensive that a reasonable person would find that a hostile working environment had been created. 'Failure to Hire' The Equal Employment Opportunity Commission has previously raised questions about the hiring practices at Manhattan apartment buildings, focusing on why persons holding concierge and door positions were overwhelmingly male and white. Furthermore, in October 1998, a Manhattan Supreme Court denied a motion for summary judgment filed by 13 co-ops in a "failure to hire" discrimination case. In Hill v. Douglas Elliman,7 the plaintiff, a black female, alleged that she was not hired as a door person by any one of 13 buildings that Douglas Elliman managed because of her race and gender in violation of applicable anti-discrimination laws. The defendant co-ops moved for summary judgment asserting that Douglas Elliman merely accepted employment applications to be maintained for access by these buildings but did not have authority to engage in any discriminatory conduct. The court denied the motion. The court noted that none of the defendants had explained why the plaintiff was not selected for numerous door person positions. Instead the defendants "pointed the finger at each other" and raised various "technical legal theories" to escape liability. The outcome of this case is uncertain. Recommendations Now that the Supreme Court has road-mapped the legal framework to be used in sexual harassment cases, what does it mean for employers? In broad terms, it means that it will be easier for employees to sue for sexual harassment because companies may be held liable for a supervisor's hostile environment harassment even though the company was not aware of the problem. However, the guidelines provided by the Supreme Court provide insight into what steps an employer can take to avoid liability for non-job detriment sexual harassment— steps that are discussed below. Some in the residential management community have questioned the wisdom of implementing anti-discrimination policies and complaint procedures, reasoning that (i) to date, relatively few discrimination claims have been asserted, (ii) such policies and procedures may "red-flag" the issue and result in more discrimination claims being made, NEW YORK LAW JOURNAL and (iii) discrimination claims are expressly subject to the grievance and arbitration procedures in the 1997 Apartment Building Agreement between Realty Advisory Board on Labor Relations Incorporated and Local 32B-32J Service Employees International Union, AFL-CIO. This is not necessarily the case. First, it is unsettled whether a union-negotiated explicit waiver of union employees' statutory rights to pursue employment discrimination claims in court is enforceable. In Wright v. Universal Maritime Service Corp.,8 the Supreme Court recently ruled that a broad general arbitration clause in a collective bargaining agreement did not waive an employee's right to a judicial forum for his federal disability discrimination claim. Although the Supreme Court in Wright had the opportunity, it decided (i) not to address the inherent tension between two lines of Supreme Court precedent9 and (ii) not to decide whether a clear and unmistakable union-negotiated waiver of union employees' rights to a judicial forum for federal employment discrimination claims could be enforceable.10 Second, compulsory arbitration is merely a forum selection mechanism. Therefore, even if union employees are required to arbitrate (and not litigate in court) their discrimination claims, an arbitrator hearing an employment discrimination matter would almost certainly apply relevant caselaw, including the Supreme Court-created, twopart affirmative defense. Stated differently, internal anti-discrimination policies and complaint procedures and labor arbitrations are not mutually exclusive. This is especially where, as with the policies and complaint procedures that we have drafted for our building service clients, the corporation recognizes that certain employees are subject to union contracts. Third, non-union employees and certain unionized workers whose union contracts do not seek to require arbitration of discrimination claims are free to pursue such claims in court. And, of course, rejected job applicants also may litigate alleged discriminatory failure-to-hire claims in court. WEDNESDAY, JANUARY 6, 1999 Fourth, the frequency with which allegations of discrimination have appeared in recent years in the media, including on television and in the movies, already has sensitized workers to these issues. Moreover, the U.S. Supreme Court's new rules regarding sexual harassment and the Douglas Elliman case, together, effectively mean that co-op and condominium entities are at risk for employment discrimination claims just like any other employer. Therefore, it is recommended that co-ops and condominiums should: • Promulgate a written anti-harassment and anti-discrimination policy, which includes, among other things, a clear statement prohibiting such conduct, including sexual harassment, examples of prohibited conduct and a user-friendly, clearly defined complaint procedure; • Ensure that the employees understand the policy and that they should report the offending conduct, even if it is engaged in by supervisory personnel or non-employees, such as vendors who do business with the building. In this regard, employees must be provided options as to whom they may make a complaint. For example, the complaint-takers could be the building manager, the account executive for the managing agent, president of the co-op and any board member with whom the employee is comfortable. • If the co-op or condominium already has a policy, review it to make sure it is still in compliance and helps to get employees to bring these matters to the attention of appropriate company personnel for prompt corrective action, if appropriate. For example, does the policy provide a complaint mechanism for dealing with alleged race discrimination or harassment? Why is this important? The short answer is because two of the 11 U.S. Circuit Courts of Appeal have already dealt with this issue and have applied the Supreme Court's sexual harassment standard to a race harassment claim11; • Distribute the policy to the entire workforce; • Promptly respond to complaints brought under the policy and take prompt, appropriate corrective action to remedy the harassing behavior and to help prevent a recurrence; and • Periodically conduct mandatory anti-harassment and discrimination prevention training for all employees. In addition, complaint-takers must be trained about how to deal with these issues, including how to investigate alleged violations. Conclusion Based on the emerging case law discussed above, co-ops and condominiums should take steps to protect themselves from harassment and discrimination claims. The adoption of an employment policy, with an appropriate training program for building staff and supervisors, should help to avoid these claims and the attendant legal costs. •••••••••••••• ••••••••••••••••• (1) 42 USC §2000(e). (2) Vinson v. Merritor Savings Bank, 106 S.Ct. 2399 (1986). (3) Burlington Industries Inc. v. Ellerth, 118 S.Ct. 2257, 2259 (1998). (4 )118 S.Ct. 2257 (1998). (5) Faragher v. City of Boca Raton, 118 S.Ct. 2275 (1998). (6) Oncale v. Sundowner Offshore Services, 118 S.Ct. 998 (1998). (7) Hill v. Douglas Elliman, New York Law Jouranl, Oct. 16, 1998, p. 28, col.3 (Sup. Ct. NY Cty). (8) Wright v. Universal Maritime Service Corp., 119 S.Ct. 391 (1998). (9) Compare Gilmer v. Interstate/Johnson Lane Corp., 111 S.Ct. 1647 (1991) (where the Supreme Court ruled that an age discrimination claim was subject to compulsory arbitration pursuant to arbitration provisions in the securities industry registration agreement) with Alexander v. Gardner-Denver Co., 94 S.Ct. 1011 (1974) (where the Supreme Court permitted an individual's race discrimination suit to proceed even though he had previously unsuccessfully raised the discrimination claim in an arbitration brought pursuant to his union 's grievance and arbitration procedure). (10) Wright, 119 S.Ct. 391, 394 and 396 (where the Supreme Court acknowledged the tension between the Gilmer and Gardner-Denver lines of authority and inquired (but did not answer) whether Gardner-Denver's seemingly absolute prohibition of a union's waiver of employees' federal forum rights survives Gilmer. (11) Deffenbaugh Williams v. Wal-Mart StoresInc. 156 F3d 581 (5th Cir. 1998); Wright-Simmons v. City of Oklahoma City, 155 F3d 1264 (10th Cir. 1998). This article is reprinted with permission from the January 6, 1999 edition of the NEW YORK LAW JOURNAL. © 1999 NLP IP Company. All rights reserved. Further duplication without permission is prohibited. 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