James Coleman v. Elaine C. Duke , 867 F.3d 204 ( 2017 )


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  •   United States Court of Appeals
    FOR THE DISTRICT OF COLUMBIA CIRCUIT
    Argued December 8, 2016               Decided August 15, 2017
    No. 15-5258
    JAMES COLEMAN,
    APPELLANT
    v.
    ELAINE C. DUKE, ACTING SECRETARY OF THE UNITED STATES
    DEPARTMENT OF HOMELAND SECURITY,
    APPELLEE
    Appeal from the United States District Court
    for the District of Columbia
    (No. 1:12-cv-01352)
    Nathaniel D. Johnson argued the cause and filed the briefs
    for appellant.
    Jeremy S. Simon, Assistant U.S. Attorney, argued the
    cause for appellee. With him on the brief were Channing D.
    Phillips, United States Attorney at the time the brief was filed,
    and R. Craig Lawrence, Assistant U.S. Attorney.
    Before:     HENDERSON, TATEL and MILLETT, Circuit
    Judges.
    2
    Opinion for the Court filed by Circuit Judge MILLETT.
    Dissenting opinion filed by Circuit Judge HENDERSON.
    MILLETT, Circuit Judge: James Coleman is an African-
    American who worked for the Department of Homeland
    Security. He alleges that the Department’s decision to give a
    promotion for which he was qualified to a Caucasian female
    employee just four weeks after he had complained of race and
    age discrimination was unlawful retaliation. The district court
    dismissed the retaliation claim for failure to exhaust
    administrative remedies. Because Coleman expressly raised
    the non-promotion retaliation claim in his equal employment
    opportunity complaint, we reverse.
    I
    A
    Title VII protects employees from “discrimination based
    on race, color, religion, sex, or national origin.” 42 U.S.C.
    § 2000e-16(a). The Age Discrimination in Employment Act
    (“ADEA”) likewise prohibits discrimination in employment on
    the basis of age (40 years of age or older). 29 U.S.C.
    §§ 623(a)(1), 631(a). Title VII’s and the ADEA’s protections
    extend to federal employees. 42 U.S.C. § 2000e-16(a); 29
    U.S.C. § 633a(a). Of most relevance here, Title VII and the
    ADEA both prohibit retaliation against a person who files a
    claim under or otherwise opposes practices made unlawful by
    those statutes. 42 U.S.C. § 2000e-3(a); 29 U.S.C. § 623(d).
    Before bringing Title VII and ADEA claims to court,
    federal employees must administratively exhaust their claims.
    See Niskey v. Kelly, 
    859 F.3d 1
    , 7 (D.C. Cir. 2017); Bowden v.
    United States, 
    106 F.3d 433
    , 437 (D.C. Cir. 1997). The same
    3
    administrative exhaustion process governs both Title VII and
    ADEA retaliation claims. See 29 C.F.R. § 1614.103(a).
    To start the administrative process, an employee must
    contact an equal employment opportunity (“EEO”) Counselor
    at his employing agency within 45 days of the alleged
    discriminatory conduct. 29 C.F.R. § 1614.105(a)(1). 1 The
    Counselor then must investigate the claim. 
    Id. § 1614.105(d).
    If the claims are not resolved to the employee’s satisfaction, the
    Counselor must notify the employee of the right to file a formal
    discrimination complaint. 
    Id. After receipt
    of that written notice, the employee has
    fifteen days to file a formal complaint with the employing
    agency’s EEO office. 29 C.F.R. § 1614.106(b). The agency
    then has 180 days to complete its investigation of the complaint
    and to attempt to resolve it. See 
    id. § 1614.108(e).
    During that
    180-day period, agencies are supposed to acknowledge receipt
    of the complaint in writing. UNITED STATES EQUAL EMP.
    OPPORTUNITY COMM’N, EEO-MD-110, EQUAL EMP.
    OPPORTUNITY MGMT. DIRECTIVE FOR 29 C.F.R. PART 1614, at
    5-1 (Rev. Aug. 5, 2015) (“EEOC Directive”). In addition,
    “[w]ithin a reasonable time” after obtaining a report from the
    Counselor, the agency “should send the complainant a second
    letter (commonly known as an ‘acceptance’ letter), stating the
    claim(s) asserted and to be investigated.” 
    Id. 2 1
            Non-employees claiming discrimination or retaliation in
    hiring decisions must file their claims with the agency with which
    they sought employment. See 29 C.F.R. § 1614.106(a); Scott v.
    Johanns, 
    409 F.3d 466
    , 468 (D.C. Cir. 2005).
    2
    The Commission issued Management Directive 110 to advise
    federal agencies about Commission “policies, procedures, and
    guidance relating to the processing of employment discrimination
    4
    If the employing agency fails to timely resolve the
    employee’s claims, the employee may bring his claims to
    federal court. 29 C.F.R. § 1614.407(b); see also Wilson v.
    Peña, 
    79 F.3d 154
    , 166 (D.C. Cir. 1996).
    B
    James Coleman worked for the Department of Homeland
    Security as a Production Specialist on the Secretary’s Briefing
    Staff. In June 2010, the Department posted a job vacancy
    announcement for a Supervisory Production Specialist.
    Coleman applied and was selected to interview for the position.
    However, Coleman did not get the job. He was told that he was
    not promoted because he had weak briefing skills. The position
    was not filled.
    In the Fall of 2010, the Department posted a job vacancy
    announcement for two Supervisory Production Specialist
    positions. The vacancy announcement included the following
    “Major Duties”:
    Directs the preparation of daily operations and
    intelligence briefings for the Secretary
    ensuring that the submissions are of the highest
    quality and are anticipatory of any questions
    the Secretary may ask.
    Screens, evaluates, and analyzes a large
    quantity of all-source information from various
    sources and ensures that information presented
    complaints[.]” Department of Air Force, 436th Airlift Wing, Dover
    Air Force Base v. Federal Labor Relations Auth., 
    316 F.3d 280
    , 282
    (D.C. Cir. 2003).
    5
    meets the specific needs of the Secretary of
    Homeland Security.
    Assists Production Specialists by prioritizing
    work, organizing materials, developing and
    applying basic analytical techniques and
    preparing final products for the Secretary’s
    briefings.
    Trains and mentors the briefers to ensure that
    they are equipped and prepared to deliver
    accurate, articulate, and meaningful briefs.
    Ensure[s] proper coordination and vetting is
    completed and requests for additional
    information or taskings issued on behalf of the
    Secretary are tasked appropriately and tracked
    to completion.
    J.A. 111. The announcement also stated that applicants were
    required to have at least one year of specialized experience “in
    the federal service or equivalent including the following:”
    • Preparing in-depth briefings for national
    and/or global events.
    • Developing written products for senior level
    management officials to include writing,
    editing,    and    coordinating     briefing
    presentations.
    • Analyzing information from various sources
    and prepar[ing] briefings and final products
    for senior level management.
    6
    • Working with groups and committees at
    senior agency levels to coordinate the
    exchange of information.
    J.A. 112
    Coleman, who had previously received an “exceeds
    expectations” performance evaluation, applied for the position.
    The supervisory position would have given him a grade-level
    promotion with increased pay and professional status. The
    Human Resources Department determined that Coleman was
    “qualified” for the position, and Coleman was one of the
    qualified applicants selected to be interviewed. Coleman v.
    Johnson, 
    19 F. Supp. 3d 126
    , 130 (D.D.C. 2014).
    Around October 29, 2010, the selection board offered the
    positions to John Destry and Alan Eckersley, both of whom
    were Caucasian men. 3 Coleman was not selected. While
    Destry accepted the position, Eckersley declined it the next
    week, leaving one position still unfilled. Coleman was told that
    he was not selected because he failed “to greet the Deputy,
    Associate Executive Secretariat on a regular basis.” J.A. 127.
    On December 11, 2010, Coleman contacted the
    Department’s EEO office alleging both race discrimination in
    the denial of his promotion and unlawful harassment by his co-
    workers. Eighteen days later, Coleman’s supervisor, Boyden
    Rohner, issued Coleman a “Letter of Counseling” admonishing
    Coleman for failing to respond to an email inquiry.
    On January 16, 2011, Rohner filled the open supervisory
    position by laterally transferring into the position Kara
    3
    According to Boyden Rohner, Destry was under the age of 40
    at the time of selection and Eckersley was over 40.
    7
    Millhench, a GS-14 detailee on assignment to the Secretary’s
    Briefing Staff. Millhench is a Caucasian woman and was under
    the age of 40. On January 28, 2011, Rohner issued a “Letter of
    Reprimand” to Coleman allegedly for twice failing to complete
    a checklist at the end of his shift.
    Coleman continued to pursue his discrimination claims
    with the EEO office and added claims of retaliation. On
    February 17, 2011, Coleman filed a formal discrimination
    complaint with the Department. The complaint listed January
    28, 2011, as the “date of [the] most recent discriminatory
    event,” and sought attorney’s fees, promotion to a GS-14
    position, reassignment, and to “have both [the] letters of
    counseling and reprimand rescinded.” J.A. 188. Attached to
    Coleman’s complaint were his responses to an EEO
    questionnaire. In that questionnaire, Coleman explicitly
    referred to Millhench’s hiring, stating that
    In January[,] Boyden Rohner announced that
    Kara Millhench was given the Production
    Supervisor position although she previously
    implied I would be selected for the position.
    * * * Kara Millhench informed me that she
    did not apply for the Production Supervisor
    position; she stated that Boyden Rohner came
    to her and asked her if she wanted the
    Production Supervisor position.
    J.A. 190–191.
    Coleman again referred to Millhench’s hiring, and
    specifically asserted that he had more relevant briefing
    experience than she did, in an EEO declaration that is a formal
    component of the EEO complaint record. See J.A. 156; see
    also 
    id. at 147
    (establishing that the EEO declaration “will be
    8
    used as a part of the record in an equal employment
    discrimination complaint”).
    On May 13, 2011, the Department’s EEO office sent
    Coleman a letter “accepting [Coleman’s] * * * claims for
    processing[.]” J.A. 127. The claims accepted by the EEO for
    its handling were Coleman’s allegations “that he ha[d] been
    discriminated against and subjected to harassment and a hostile
    work environment on the bases of his race (African American),
    age * * *, and reprisal (filing instant complaint).” 
    Id. The acceptance
    letter then listed “examples” of incidents that
    Coleman had identified to support his “claims”:
    1.    In June 2010, Complainant’s * * * non-
    selection for the (first) Supervisory
    Production Specialist position * * * [which
    his supervisor said] was due to his weak
    briefing skills;
    2.    In early December 2010, * * *
    Complainant[’s] * * * non-selection for
    the (second) Supervisory Production
    Specialist position, * * * [which his
    supervisor said] was due to his failure to
    greet the Deputy, Associate Executive
    Secretariat on a regular basis;
    3.    On December 13, 2010, the [supervisor]
    interrogated Complainant regarding a false
    statement a female co-worker made about
    Complainant;
    4.    On December 30, 2010, the [supervisor]
    gave Complainant a letter of counseling;
    9
    After contacting the HQ EEO Office on
    December 11, 2010, your client alleges the
    following incidents took place in reprisal for
    his protected EEO activity:
    5.   On January 28, 2011, the [supervisor]
    gave Complainant a letter of reprimand.
    J.A. 127–128. The letter advised Coleman that, if he believed
    the “accepted claims ha[d] not been identified correctly,” he
    should notify the EEO office within seven days. J.A. 128.
    Coleman did not advise the EEO office of any errors.
    After a year passed without any decision from the
    Department’s EEO office, Coleman withdrew his
    administrative complaint and filed suit in the United States
    District Court for the District of Columbia. As relevant here,
    Coleman’s complaint alleged that he was denied the promotion
    because of his race and age and in retaliation for his filing of
    Title VII and ADEA claims with the EEO office.
    The Department moved to dismiss the complaint or, in the
    alternative, for summary judgment. Coleman v. Johnson, 19 F.
    Supp. 3d 126, 129 (D.D.C. 2014). With respect to the claim of
    retaliation in the denial of promotion, the district court ruled
    that the decision not to promote Coleman had already occurred
    by October 29, 2010, so it could not possibly have been made
    in retaliation for an EEO claim made almost two months later.
    
    Id. at 135.
    With respect to Coleman’s argument that the
    decision to laterally transfer Kara Millhench into the vacant
    position rather than offer the still-open position to him was a
    separate retaliatory act, the court ruled that Coleman had failed
    to exhaust that claim. 
    Id. at 136-137.
    The district court pointed
    to the lack of any response by Coleman to the EEO acceptance
    10
    letter that did not specifically mention the Millhench transfer.
    
    Id. With respect
    to Coleman’s claims that the Letter of
    Counseling and Letter of Reprimand were racially
    discriminatory and retaliatory, the district court ruled that
    neither was an actionable adverse employment action.
    Coleman, 
    19 F. Supp. 3d 134
    –135.
    After allowing discovery on the claim alleging race
    discrimination in the denial of promotion, the district court
    entered summary judgment for the Department. Coleman v.
    Johnson, No. 12-1352, 
    2015 WL 4751022
    , *10 (D.D.C. Aug.
    11, 2015). The court accepted as a legitimate, non-
    discriminatory reason for not hiring Coleman that he was less
    qualified than Destry and Eckersley, and concluded that none
    of Coleman’s challenges to the evidence or decisional process
    had merit. 
    Id. at *7–*10.
    After Coleman appealed, a panel of this court summarily
    affirmed the grant of summary judgment on all of Coleman’s
    race discrimination claims, but denied summary affirmance of
    the dismissal of his retaliation claims. See Coleman v.
    Johnson, No. 15-5258, 
    2016 WL 3040902
    , at *1 (D.C. Cir.
    May 18, 2016). Accordingly, our review is limited to
    Coleman’s claims of retaliation. Compl. ¶¶ 50–59.
    II
    We review de novo both the dismissal for failure to state a
    claim under Federal Rule of Civil Procedure 12(b)(6) and the
    grant of summary judgment. See Harris v. District of
    Columbia Water & Sewer Auth., 
    791 F.3d 65
    , 68 (D.C. Cir.
    2015); Morris v. McCarthy, 
    825 F.3d 658
    , 667 (D.C. Cir.
    2016). In analyzing the district court’s dismissal for failure to
    11
    state a claim, we accept as true all factual allegations in the
    complaint. Kassem v. Washington Hosp. Ctr., 
    513 F.3d 251
    ,
    253 (D.C. Cir. 2008).
    A party is entitled to summary judgment “only if ‘there is
    no genuine dispute as to any material fact and the movant is
    entitled to judgment as a matter of law.’” Johnson v. Perez,
    
    823 F.3d 701
    , 705 (D.C. Cir. 2016) (quoting FED. R. CIV. P.
    56(a)). Because the district court entered summary judgment
    in favor of the Department, “we take ‘the facts in the record
    and all reasonable inferences derived therefrom in a light most
    favorable to’” Coleman. Al–Saffy v. Vilsack, 
    827 F.3d 85
    , 89
    (D.C. Cir. 2016) (quoting DeGraff v. District of Columbia, 
    120 F.3d 298
    , 300 (D.C. Cir. 1997)).
    A
    Contrary to the judgment of the district court, we hold that
    Coleman properly exhausted his retaliation claim pertaining to
    the denial of a promotion.
    To administratively exhaust his retaliation claim, Coleman
    had to timely provide the Department with “sufficient
    information to enable the agency to investigate the claim[s].”
    Artis v. Bernanke, 
    630 F.3d 1031
    , 1034–1035 (D.C. Cir. 2011);
    see also Hamilton v. Geithner, 
    666 F.3d 1344
    , 1350 (D.C. Cir.
    2012).
    There is no dispute that Coleman timely contacted an EEO
    counselor at the Department of Homeland Security within 45
    days of the denial of promotion in late October 2010. After the
    transfer of Kara Millhench in mid-January 2011, he added
    retaliation to his EEO claim. 
    Coleman, 19 F. Supp. 3d at 130
    –
    131.
    12
    Coleman also timely filed his formal administrative EEO
    complaint with the Department, which included the retaliation
    claim. Coleman checked the boxes on the form to indicate that
    his claims were based on both retaliation for protected EEO
    activity and race and age discrimination. In addition, the
    administrative complaint states that the most recent
    discriminatory event occurred on January 28, 2011, covering
    the entire time period from the October promotion denial
    through the Millhench transfer. Even more clearly, Coleman
    made his responses to a detailed questionnaire a formal part of
    his administrative complaint, specifically including his
    discussion of the procedurally unusual hiring of Kara
    Millhench for the supervisor position for which Rohner had
    “previously implied [Coleman] would be selected.” J.A. 190.4
    Finally, Coleman provided a signed declaration to the
    Department that the Department expressly confirmed would
    “be used as a part of the record in [his] equal employment
    opportunity discrimination complaint,” J.A. 147.          That
    declaration included the following question and response:
    31) Question: Who was selected for the
    position? Do you know the selectee/s? If yes,
    4
    Coleman’s detailed questionnaire was attached to his formal
    EEO Complaint. Accordingly, we treat that attachment as a part of
    the complaint itself. See, e.g., Brooks v. District Hosp. Partners,
    L.P., 
    606 F.3d 800
    , 808 (D.C. Cir. 2010) (concluding that individuals
    listed in attachments to a formal EEO complaint exhausted their
    administrative remedies, where the complainant filed the complaint
    on behalf of herself and similarly situated individuals, including
    individuals listed in the attachments); Addison v. Woodward &
    Lothrop, 
    976 F.2d 45
    , 45 (D.C. Cir. 1992) (unpublished disposition)
    (remanding to the district court to address whether the formal EEO
    “complaint and attachment” provided sufficient notice of the
    complainant’s claim).
    13
    compare your qualifications to those of the
    selectee/s. Do you believe that you are better
    qualified? Explain your answers. Be specific.
    Answer: John Destry (white male under 35)
    and Kara Millhench (white female under 35). I
    had never met Mr. Destry; however, I worked
    with Ms. Millhench because she was a briefer.
    I had successfully performed the job for over
    20 months. Neither of the selectees had
    previous Production Supervisor experience.
    J.A. 156 (emphasis omitted). 5
    Coleman’s formal complaint gave the Department
    adequate notice that he was challenging the Millhench transfer
    as retaliatory by (i) listing the date of the last discriminatory
    event to cover the time of Kara Millhench’s transfer, (ii)
    attaching to the formal complaint a document explicitly
    referencing Millhench’s transfer for a job that in Coleman’s
    view had been implicitly slated for him and for which he was
    allegedly more qualified, and (iii) putting into the record a
    signed declaration that discussed Millhench’s transfer as part
    of his EEO retaliation and discrimination claims. See 
    Artis, 630 F.3d at 1034
    –1035 (a complainant must provide “sufficient
    information to enable the agency to investigate the claim[s]”).
    The informal EEO process, which is commonly pursued pro se,
    does not require more elaborate argumentation by claimants.
    See, e.g., Adams v. Rice, 
    531 F.3d 936
    , 952–953 (D.C. Cir.
    2008) (rejecting the government’s argument that an employee
    failed to administratively exhaust her disability claim even
    5
    Why, in light of this paragraph, the dissenting opinion
    suggests that Coleman did not mention the Millhench event in his
    sworn EEO declaration is indiscernible. See Dissenting Op. at 10.
    14
    though her EEO complaint did not explain how her disability
    substantially limited a major life activity); cf. 
    Artis, 630 F.3d at 1035
    (“An agency risks misusing the counseling requirement
    when it demands excessively detailed support” for an EEO
    claim.).
    The district court ruled that Coleman failed to timely
    exhaust his retaliation claim because the only potentially
    retaliatory act—Coleman’s non-promotion to the supervisory
    position—occurred in late October 2010 when the supervisory
    positions were first offered to Destry and Eckersley. And that
    was prior to Coleman’s contact with the Department’s EEO
    office in December 2010. See 
    Coleman, 19 F. Supp. 3d at 135
    –
    137. But the district court overlooked that Eckersley declined
    the promotion, and so the opening for which Coleman had
    applied, had been deemed “qualified,” 
    id. at 130,
    and had been
    interviewed remained unfilled until January 2011—a month
    after Coleman filed his EEO claim, 
    id. at 130–131.
    The
    continuation of the hiring process thereby provided a plausible
    chronological and factual predicate for Coleman’s claim of
    retaliation.
    The Department points to the acceptance letter sent by the
    EEO office after Coleman filed his complaint. The purpose of
    the letter was to identify the “claim(s)” asserted and “to be
    investigated.” EEOC Directive at 5-1. The EEO letter
    explained that the Department was “accepting the following
    claims for processing: Your client alleges he has been
    discriminated against and subjected to * * * reprisal (filing
    instant complaint).” J.A. 127.
    That supports Coleman not the Department. The EEO
    letter expressly confirms that (i) Coleman was pressing a
    retaliation claim, and (ii) the timeframe for that alleged
    15
    retaliation went up to the time of filing the “instant complaint,”
    which includes the Millhench hiring.
    The Department emphasizes that the letter went on to list
    “examples of incidents” that Coleman provided “in support of
    his claims[.]” J.A. 127. That list of examples does not
    reference Millhench’s transfer into the supervisory position.
    Coleman, the Department stresses, did not dispute the letter’s
    list of his claims, and the district court cited that as evidence of
    the failure to exhaust. See 
    Coleman, 19 F. Supp. 3d at 136
    –
    137.
    That misreads the letter. For whatever reason, the letter’s
    plain text drew a distinction between “claims” to be processed
    and “examples” of evidence to support those claims. Cf.
    National R.R. Passenger Corp. v. Morgan, 
    536 U.S. 101
    , 110
    (2002) (“We have repeatedly interpreted the term ‘[unlawful
    employment] practice’ to apply to a discrete act or single
    ‘occurrence.’”). There can be no dispute that “reprisal” for
    filing with the EEO was expressly identified as one of the
    “claims” to be “process[ed].” J.A. 127. And, given the letter’s
    choice to describe the discrete acts of retaliation or
    discrimination as mere “examples” of factual incidents that
    might support Coleman’s claims, Coleman was not given fair
    notice that he had to object to or disagree with the EEO’s
    identification of the “accepted claims,” J.A. 128.
    If the Department’s EEO office had intended to narrow the
    scope of the complaint, it could not do so elliptically or
    confusingly through its list of evidentiary “examples.”
    Because so many claimants are proceeding pro se, EEOC
    Management Directive 110 provides that, if the acceptance
    letter’s “statement of the claim(s) asserted and claim(s) for
    investigation differs” from the formal complaint, the letter
    “shall explain the reasons for the difference, including whether
    16
    the agency is dismissing a portion of the complaint.” EEOC
    Directive at 5-1. Moreover, any such partial dismissal would
    have triggered additional regulatory notice requirements, such
    as alerting the employee in writing that the agency intends to
    partially dismiss claims rather than investigate them, and
    providing an explanation for their dismissal. See 29 C.F.R.
    § 1614.107. None of that happened here.
    In holding that Coleman failed to exhaust his retaliation
    claim as to the Millhench transfer, the district court and the
    dissenting opinion (at 7–8) rely on our decision in Hamilton v.
    
    Geithner, supra
    . See 
    Coleman, 19 F. Supp. 3d at 135
    –138. But
    Hamilton was very different. There we held that a federal
    employee failed to administratively exhaust a claim of race and
    gender discrimination in awarding an agency detail in 2002
    because “Hamilton’s formal EEO complaint ma[de] no
    mention of the 2002 detail” at all. 
    Hamilton, 666 F.3d at 1350
    .
    In addition, when the EEO office’s acceptance letter expressly
    confined his discrimination claim to only a separate denial of
    “promotion” “on August 11, 2003,” Hamilton ignored the
    agency’s invitation to correct the statement of his claims to
    include denial of the detail or even to indicate that the claim
    was not confined to that single August day in 2003. 
    Id. (emphasis added).
    Unlike Coleman’s case, which turns on the content of his
    complaint, Hamilton’s argument was that he adequately
    exhausted the claim by presenting it in an informal EEO
    counseling session. 
    Hamilton, 666 F.3d at 1350
    . But as this
    court explained, “[f]iling a formal complaint is a prerequisite
    to exhaustion,” and so a complainant “cannot rely on the EEO
    counseling report to establish exhaustion of a claim that he
    failed to include in his formal complaint.” 
    Id. 17 Coleman
    made none of Hamilton’s mistakes. His formal
    complaint, including its attachments, raised the Millhench
    reprisal claim, and his supplementary declaration as part of the
    EEO record itself reconfirmed his inclusion of that claim. In
    addition, the EEO acceptance letter expressly included
    “reprisal” as one of his claims, without any temporal or content
    limitations. J.A. 127. Under Hamilton, that suffices for
    exhaustion.
    The dissenting opinion notes that Coleman’s “addendum
    is hardly a model of clarity.” Dissenting Op. at 2. Fair enough.
    But because complainants are often pro se, our precedent does
    not demand “a model of clarity” in EEO complaints. We
    require only that the complainant provide “sufficient
    information to enable the [Department] to investigate the
    claims.” 
    Artis, 630 F.3d at 1035
    . Coleman did that, and “[t]o
    hold otherwise would turn the informal” EEO process “into a
    trap for unwary counselees rather than a step toward
    remediation[.]” 
    Id. But, the
    dissenting opinion objects,
    Coleman raised the Millhench transfer in response to question
    “15. B.” of Coleman’s complaint attachment, instead of
    question “15. A.” Dissenting Op. at 2–4; see 
    id. at 8.
    It is hard
    to think of a more obvious “trap for unwary [complainants]”
    than a hyperformalistic rule like that. 
    Artis, 630 F.3d at 1035
    .
    The dissenting opinion also says we should adopt a whole
    new standard for exhaustion here because Coleman was
    represented by counsel when he filed his EEO complaint.
    Dissenting Op. at 2 n.2. Circuit precedent says doing that
    would be “perverse.” 
    Wilson, 79 F.3d at 163
    –164 (“[I]t would
    be perverse to deprive Wilson of the benefit of the new
    limitations period simply because he is represented by counsel,
    whose assistance he sought in an effort to protect his rights
    under Title VII.”).
    18
    The other difficulty with the dissenting opinion’s approach
    is that it fails to answer the most fundamental question
    concerning the acceptance letter: where did the Millhench
    transfer issue go? The dissenting opinion does not dispute that
    the complaint encompassed it. Reliance on the acceptance
    letter as erasing the claim, without any clear notice and
    explanation of that specific consequence to Coleman—as the
    dissenting opinion proposes—would license agency
    circumvention of those settled rules while effectively shifting
    the burden from the expert EEO office to the complaining
    employee to assert again claims already asserted once before
    within the original complaint. That is not how the EEO process
    works. See President v. Vance, 
    627 F.2d 353
    , 362 (D.C. Cir.
    1980) (“Exhaustion under Title VII, like other procedural
    devices, should never be allowed to become so formidable a
    demand that it obscures the clear congressional purpose of
    ‘rooting out * * * every vestige of employment discrimination
    within the federal government.’”) (quoting Hackley v.
    Roudebush, 
    520 F.2d 108
    , 136 (D.C. Cir. 1975)). 6
    Our decision in Hamilton held that the complaint is the
    operative 
    document, 666 F.3d at 1350
    , as the Department
    agreed at oral argument, Oral Arg. Tr. at 11:13–16 (“Well, your
    Honor, first the operative document is his formal complaint,
    and that identifies, it says describe the actions taken against you
    that you believe were discriminatory, so that is the list.”). So
    to the extent there is a conflict between the acceptance letter
    and Coleman’s EEO complaint documents, our precedent, the
    Management Directive, and the Department all agree that the
    complaint takes precedence.
    6
    Contrary to the dissenting opinion’s view, we do not “elide[]
    the distinction between an event and a claim.” Dissenting Op. at 8
    n.6. What matters is that the Millhench transfer is a complained-of
    event in the complaint and its attachments.
    19
    Finally, the dissenting opinion says (at 8–9 n.6) that EEO
    counselors must be able to “separate the wheat from the chaff.”
    But there is no question that they can do that already if they just
    follow the rules. See 29 C.F.R. § 1614.107 (explaining the
    notice requirements for partial dismissal of claims in an EEO
    complaint); EEOC Directive at 5-1 (requiring the Department’s
    EEO office to “explain the reasons for the difference [between
    the acceptance letter and the EEO complaint], including
    whether the agency is dismissing a portion of the complaint”).
    Here, the agency EEO did not follow those established rules
    for disposing of claims raised in the complaint. In that regard,
    we agree with the dissenting opinion that this case is about the
    “importance of * * * following instructions.” Dissenting Op.
    at 1. 7
    B
    The Department contends that, even if Coleman exhausted
    his Millhench retaliation claim, it is entitled to summary
    judgment because Coleman failed to rebut the Department’s
    7
    Because Coleman exhausted his retaliation claim with respect
    to the Millhench transfer, we need not decide whether the Millhench
    retaliation claim was also exhausted under the “like or reasonably
    related to” doctrine. See Park v. Howard Univ., 
    71 F.3d 904
    , 907
    (D.C. Cir. 1995) (“A Title VII lawsuit following the EEOC charge is
    limited in scope to claims that are ‘like or reasonably related to the
    allegations of the charge and growing out of such allegations.’ At a
    minimum, the Title VII claims must arise from ‘the administrative
    investigation that can reasonably be expected to follow the charge of
    discrimination.’”) (citations omitted); see also Payne v. Salazar, 
    619 F.3d 56
    , 65 (D.C. Cir. 2010) (declining to decide the viability of the
    “like or reasonably related to” doctrine after Morgan, 
    536 U.S. 101
    ).
    We note though, that a claim that is actually exhausted is, perforce,
    “like” an exhausted claim.
    20
    legitimate, non-retaliatory reason for the transfer. Department
    Br. 30. The record is insufficient to support the Department’s
    argument.
    The Department has identified two reasons for transferring
    Millhench into the vacant supervisory position: (i) it was more
    convenient and efficient to transfer Millhench into the position
    than to re-advertise it, and (ii) Millhench had “relevant
    experience” that Coleman lacked, Department Br. 31, because
    she was already performing briefing duties, which purportedly
    was the most “critical” requirement for the new position,
    Coleman, 
    2015 WL 4751022
    , at *8 (“[Coleman] did not
    perform any briefing.”). Neither of those rationales are
    inherently legitimate or non-pretextual. Nor does either rely
    upon undisputed facts. The failure to advertise a position
    competitively itself can support a Title VII claim and can be
    considered an adverse action. Cones v. Shalala, 
    199 F.3d 512
    ,
    521 (D.C. Cir. 2000). And Coleman disputes Millhench’s
    comparative qualifications for the position, an allegation that is
    plausibly grounded in the record evidence showing that
    Coleman was deemed “qualified” for the position when he was
    interviewed.
    The Department is correct that there is nothing in the
    record to rebut its proffered reasons for transferring Millhench
    into the vacant role. But that is because the district court
    entered summary judgment against Coleman on exhaustion
    grounds without permitting any discovery pertaining to the
    Millhench transfer or to Coleman’s and Millhench’s relative
    qualifications. Neither have the parties identified anything in
    the record that addresses Millhench’s and Coleman’s relative
    qualifications. The record thus is at best silent as to whether
    Coleman had acquired equivalent briefing experience to
    Millhench, or was otherwise at least equally qualified for the
    promotion by January 2011.
    21
    Viewed in the light most favorable to Coleman, the record
    shows that Coleman was qualified for the position, and he was
    one of only a select number of qualified applicants to be
    interviewed. It is also telling that, after Coleman’s non-
    selection in October 2010, no one told him that it was due to a
    lack of briefing experience, as they had when he first applied
    in June 2010. A reasonable inference thus is that Coleman had
    cured any deficiency before he applied the second time and was
    found to be qualified. Indeed, Coleman was told that he did
    not get the position on the second round for the rather cryptic
    reason that he failed “to greet the Deputy, Associate Executive
    Secretariat on a regular basis”—a requirement that appeared
    out of the blue, having never previously been mentioned in the
    job requirements or description and that was not discussed at
    all with respect to Millhench. J.A. 127. Then, within a month
    of Coleman’s EEO contact, Rohner chose not to reopen the
    position to competitive hiring and instead laterally transferred
    into the position someone who never applied for the job. 
    Id. at 131.
    That sudden change in the hiring process is the type of
    action that a reasonable jury could find supports a finding of
    retaliatory animus. See 
    Cones, 199 F.3d at 521
    . Especially
    since Rohner made that lateral transfer even though she
    (allegedly) had previously indicated to Coleman that he would
    be selected for the position. J.A. 190.
    Accordingly, taken as a whole and in the light most
    favorable to Coleman, the record at this early procedural
    juncture shows that he came forth with sufficient factual
    allegations and inferences to require, at a minimum, that he be
    afforded discovery before summary judgment proceedings.
    To be sure, the district court has already made a key
    finding, which we have summarily affirmed, in the context of
    Coleman’s discrimination claim—that briefing skills were a
    22
    “critical job component.” Coleman, 
    2015 WL 4751022
    , at *8.
    That means that Coleman’s retaliation argument must take
    account of his and Millhench’s comparative briefing skills, or
    offer a theory of retaliation that does not turn on Coleman’s
    comparative qualifications for the position. Notably, while
    Millhench had some briefing experience, Coleman alleged that
    she had no production experience. J.A. 151. 8
    Accordingly, the record contains a number of plausible
    factual disputes pertaining to Coleman’s claims of retaliation
    that could not be resolved on a motion for summary judgment.
    Finally, Coleman alleged that he was retaliated against by
    his supervisor through the issuance of Letters of Counseling
    and Reprimand. Compl. ¶¶ 54–56. The district court applied
    the wrong legal standard to Coleman’s allegation that those
    disciplinary actions were retaliatory. 
    Coleman, 19 F. Supp. 3d at 134
    –135. Specifically, the district court asked whether those
    letters were materially “adverse employment actions.” See
    
    Coleman, 19 F. Supp. 3d at 134
    ; see also 
    Niskey, 859 F.3d at 8
    –
    9. But to sustain a retaliation claim, the employee need only
    “demonstrate [that] the ‘employer’s challenged action would
    have been material to a reasonable employee,’ which in this
    context means it well might have ‘dissuaded a reasonable
    worker from making or supporting a charge of
    discrimination,’” Rochon v. Gonzales, 
    438 F.3d 1211
    , 1219
    (D.C. Cir. 2006) (quoting Washington v. Illinois Dep’t of
    Revenue, 
    420 F.3d 658
    , 662 (7th Cir. 2005)); see also Baloch
    v. Kempthorne, 
    550 F.3d 1191
    , 1199 (D.C. Cir. 2008)
    (acknowledging that some disciplinary actions can constitute
    8
    The district court finding that Coleman was not as qualified
    as the candidates selected for the position extended only to Destry
    and Eckersley, not to Millhench. Coleman, 
    2015 WL 4751022
    , at
    *7–*8 (defining “Selected Candidates”).
    23
    adverse retaliatory actions if connected to tangible harm).
    Coleman’s retaliation claim based on the disciplinary letters
    must therefore be remanded for the district court to apply the
    correct legal standard.
    Accordingly, we reverse the decision of the district court
    as to Coleman’s retaliation claims and remand those claims to
    the district court for further proceedings consistent with this
    opinion.
    So ordered.
    KAREN LECRAFT HENDERSON, Circuit Judge, dissenting:
    This case is a parable about the importance of reading and
    following instructions. Believing himself the victim of
    unlawful discrimination and retaliation, James Coleman filed a
    formal complaint with DHS’s EEO office. In response, that
    office sent Coleman and his counsel a letter identifying the
    actions it believed underlay Coleman’s retaliation claim.
    Coleman’s counsel was instructed to respond if any actions had
    been misidentified. He never did. But now, Coleman contends
    his complaint, in fact, asserts a claim not included in the EEO
    letter. Unlike my colleagues, I believe his protest comes too
    late. In addition, my colleagues reinstate two other retaliation
    claims because they believe the district court “applied the
    wrong legal standard.” Maj. Op. 22. I do not and therefore
    must dissent.
    I.
    I begin with the administrative-exhaustion issue. As the
    majority recounts, Coleman was required to exhaust his
    administrative remedies before suing under Title VII or the
    ADEA. See Niskey v. Kelly, 
    859 F.3d 1
    , 7 (D.C. Cir. 2017); 29
    C.F.R. § 1614.103(a). As part of the exhaustion process, a
    prospective plaintiff must file a complaint with the agency that
    allegedly discriminated against him.              See 29 C.F.R.
    § 1614.106(a).        That complaint must be “sufficiently
    precise . . . to describe generally the action(s) or practice(s) that
    form the basis of the complaint.” 
    Id. § 1614.106(c).
    A
    complainant may also amend his complaint throughout the
    investigation to include other issues and claims.                 
    Id. § 1614.106(d).
    With his counsel’s assistance, Coleman completed a DHS
    “Individual Complaint of Employment Discrimination” form.
    The form is a two-page document with twenty-five numbered
    instructions. It solicits information about the complainant, his
    employment and the alleged discriminatory actions.
    2
    Instruction 15 focuses on the conduct at issue. In pertinent part,
    it reads:
    15. A. Describe the action taken against you that
    you believe was discriminatory.
    B. Give the date when the action occurred, and
    the name of each person responsible for the
    action.
    C. Describe how you were treated differently
    from other employees, applicants, or members
    for any of the reasons listed in Item 16.[1]
    D. Indicate what harm, if any, came to you in
    your work situation as a result of this action.
    (You may, but are not required to, attach extra
    sheets.)
    Joint Appendix (JA) 188. In response, Coleman wrote “see
    attachment” and appended a three-page narrative with four
    headings corresponding to instruction 15’s four parts.
    Coleman’s addendum is hardly a model of clarity.2 In
    response to instruction 15.A, which directs him to “[d]escribe
    1
    The listed reasons are “race,” “color,” “religion,” “national
    origin,” “sex,” “age,” “physical or mental disability,”
    “retaliation/reprisal,” “sexual orientation,” “parental status” and
    “protected genetic information.” JA 188.
    2
    The majority rejoins that “our precedent does not demand a
    ‘model of clarity’ from often-pro se EEO complainants.” Maj. Op.
    17. But Coleman had counsel, which fact makes the cited precedent
    irrelevant. The majority nonetheless persists in its attempt to fold a
    party represented by counsel into a pro se party together with the
    leniency given the latter, citing Artis v. Bernanke, 
    630 F.3d 1031
    ,
    3
    the action . . . you believe was discriminatory,” he includes just
    two paragraphs, only one centering on retaliation.3 It reads:
    Additionally, I experienced retaliation after I
    informed Donald Swain (white-male/over 40),
    Deputy Executive Secretary, via email on
    Saturday, December 11, 2010 that I initiated
    contact with the EEO and was contemplating
    filing a claim. Consequently, I was not selected
    for the Production Supervisor position and
    subsequently received a letter of counseling on
    December 30, 2010 and a formal letter of
    reprimand on January 28, 2011.
    
    Id. at 189.
    His answer to instruction 15.B, which, as set 
    forth supra
    , tells him to tie the action described in 15.A to the date(s)
    and the person(s) responsible for the action, is far longer,
    totaling eleven paragraphs. Like his response to 15.A, it
    1034–35 (D.C. Cir. 2011). But its reliance is plainly misplaced.
    There, we addressed the fact-bound question of whether the putative
    plaintiff class satisfactorily engaged in EEO counseling regarding
    claims of systematic racial discrimination, see 
    id. at 1032,
    1035; it
    had nothing to do with the construction of a pro se complaint.
    Likewise, Wilson v. Peña, 
    79 F.3d 154
    , 163–64 (D.C. Cir. 1996), is
    inapposite as it concluded, in pertinent part, that a Title VII
    limitations period did not begin to run when the agency misinformed
    the complainant, represented by counsel, of his time to file suit—
    again, it had nothing to do with the construction of a complaint,
    whether drafted with or without counsel. See 
    id. at 163–64.
         3
    The other described an allegedly discriminatory (but, based
    on chronology, not retaliatory) action taken by his supervisor in not
    promoting him earlier in 2010 to one of two production supervisor
    positions because of his deficient “briefing skills.” That position was
    eventually filled by John Destry.
    4
    mentions letters of counseling and reprimand (collectively, the
    disciplinary letters). But it also mentions a host of other events.
    For example, Coleman describes a “mysterious message”
    directing him to go to a Washington, D.C. Starbucks where
    someone affixed an “envelope contain[ing] a ‘secret’
    document” to his vehicle’s windshield. 
    Id. at 190.
    Coleman
    then tells of being “interrogated” about his “scar[ing]” a co-
    worker by sitting in his vehicle while it idled in his assigned
    parking space. 
    Id. He also
    describes an “astonish[ing]” email
    asking him to resume his morning shift team lead duties. 
    Id. at 191.
    Also included in his rambling factual recitation is a brief
    description4 of how Millhench was transferred to the
    production supervisor position which remained vacant after
    Alan Eckersley turned it down and for which Coleman was
    rejected because he failed to meet regularly with the “Deputy
    Associate Executive Secretariat.” 
    Id. at 189.
    Understandably, the EEO sought to clarify the scope of
    Coleman’s complaint in a May 2011 letter to Coleman’s
    lawyer. In pertinent part, it reads:
    [DHS’s EEO Office] has carefully reviewed the
    complaint . . . and the EEO Counselor’s Report.
    4
    Specifically, Coleman says:
    In January Boyden Rohner announced that Kara
    Millhench was given the Production Supervisor
    position although she previously implied I would be
    selected for the position . . . . Kara Millhench
    informed me that she did not apply for the
    Production Supervisor position; she stated that
    Boyden Rohner came to her and asked her if she
    wanted the Production Supervisor position . . . .
    JA 191–92.
    5
    Based upon that review and the criteria
    established by the Equal Employment
    Opportunity Commission (EEOC) regulations
    at 29 CFR § 1614.107, I am accepting the
    following claims for processing:
    Your client alleges he has been discriminated
    against and subjected to harassment and a
    hostile work environment on the bases of his
    race (African American), age (DOB
    [redacted]/61), and reprisal (filing instant
    complaint). The following are examples of
    incidents your client provides in support of his
    claims:
    1. In June 2010, Complainant’s
    supervisor, Director of Secretary
    Briefing Staff (DSBS), informed
    Complainant that his non-
    selection    for    the      (first)
    Supervisory            Production
    Specialist position . . . was due
    to his weak briefing skills;
    2. In early December 2010, the
    DSBS informed Complainant
    that his non-selection for the
    (second)                Supervisory
    Production Specialist position
    . . . was due to his failure to greet
    [sic] the Deputy, Associate
    Executive Secretariat on a
    regular basis;
    6
    3. On December 13, 2010, the
    DSBS interrogated Complainant
    regarding a false statement a
    female co-worker made about
    Complainant;
    4. On December 30, 2010, the
    DSBS gave Complainant a letter
    of counseling;
    After contacting the HQ EEO Office on
    December 11, 2010, your client alleges the
    following incidents took place in reprisal for his
    protected EEO activity:
    5. On January 28, 2011, the
    DSBS gave Complainant a letter
    of reprimand.
    ***
    If you believe the above accepted claims have
    not been identified correctly, please notify our
    office in writing within seven (7) calendar days
    after your receipt of this letter, specifying why
    you believe your client’s claims were
    incorrectly identified. If you fail to contact our
    office, I will conclude that you agree with the
    claims as stated.
    
    Id. at 127–28
    (emphasis in original). Despite the letter’s notice,
    Coleman’s counsel did not respond. Nor did Coleman ever
    amend his administrative complaint.            See 29 C.F.R.
    § 1614.106(d).
    7
    On these facts, I believe Coleman failed to exhaust the
    Millhench transfer claim. My conclusion flows naturally from
    our decision in Hamilton v. Geithner, 
    666 F.3d 1344
    (D.C. Cir.
    2012). There, a federal employee (Hamilton) brought a
    discrimination suit based on, inter alia, his agency’s 2002
    decision to grant a work detail to another employee. 
    Id. at 1348.
    We noted that, in a follow-up letter to Hamilton, the
    relevant EEO office identified the claim to be investigated as
    Hamilton’s 2003 non-promotion. 
    Id. at 1350.
    We emphasized
    the letter told him to notify the office in writing if he
    “disagree[d] with the claim[.]” 
    Id. If he
    did not respond, the
    letter said, the office would conclude “that [Hamilton] agree[d]
    with the claim(s) and [would] proceed with the investigation.”
    
    Id. Hamilton neither
    responded nor amended his complaint.
    
    Id. Accordingly, we
    found his claim unexhausted. 
    Id. at 1351.
    To me, the lesson is clear. If an EEO letter requests
    confirmation of a complaint’s scope and the complainant does
    not respond or amend his complaint, only those claims listed in
    the letter are treated as exhausted. That makes sense.
    Exhaustion serves important purposes. It “give[s] federal
    agencies an opportunity to handle matters internally whenever
    possible” and “impose[s] on employing agencies the
    opportunity as well as the responsibility to right any wrong that
    it might have done.” 
    Niskey, 859 F.3d at 7
    (internal quotation
    marks omitted). Those goals are frustrated if the agency is
    unsure what conduct to investigate. I see nothing unfair in
    requiring the complainant to dispel any uncertainty. Cf.
    Woodford v. Ngo, 
    548 U.S. 81
    , 90 (2006) (“[E]xhaustion
    requirements are designed to deal with parties who do not want
    to exhaust . . . .”).
    My colleagues attempt to salvage the transfer claim by
    distinguishing Hamilton. They stress that Hamilton, unlike
    Coleman, “made no mention” of the unexhausted claim in his
    8
    complaint. Maj. Op. 16 (brackets and internal quotation marks
    omitted). I believe this distinction is without effect. The law
    demands more from a complaint than some reference to the
    relevant events. Cf. 29 C.F.R. § 1614.106(c) (The complaint
    “must be sufficiently precise . . . to describe generally the
    action(s) or practice(s) that form the basis of the complaint.”).
    And Coleman’s garbled discussion is of little value. His 15.A
    response makes no reference to the Millhench transfer.5 Worse
    for him, it suggests that the Millhench transfer was not part of
    his retaliation claim. Coleman complains that he “was not
    selected for the Production Supervisor position and
    subsequently received a letter of counseling on December 30,
    2010.” JA 189 (emphasis added). But Millhench’s transfer
    occurred on January 16, 2011. December 30, 2010 would not
    be “subsequent[]” to the complained-of action if he were
    describing the Millhench transfer. Coleman’s reference to the
    Millhench transfer in 15.B hardly clarifies matters, as his
    answer describes events that plainly could not be considered
    retaliatory. For example, he describes a February 2, 2011, e-
    mail from his supervisor “ask[ing] . . . if she could reinstate
    [him] as the morning shift team lead.” 
    Id. at 191.
    This is hardly
    the stuff of retaliation. And Coleman’s complaint confirms as
    much by identifying January 28, 2011—several days earlier—
    as the date of the final challenged action, i.e., the reprimand
    letter.6
    5
    Again, that question asked Coleman to “[d]escribe the action
    taken against [him] that [he] believe[d] was discriminatory.” JA 188.
    6
    The majority contends that I “do[] not dispute that the
    complaint encompassed” “the Millhench transfer issue.” Maj. Op.
    18. My colleagues therefore believe (apparently) that I regard the
    acceptance letter as “erasing the claim.” 
    Id. (emphasis added).
    But
    that elides the distinction between an event and a claim. Plainly not
    every event mentioned in a complaint is automatically its own claim.
    9
    Perhaps aware of the limitations of his complaint, my
    colleagues contend the EEO letter accepts Coleman’s
    retaliation claim “without any temporal or content limitations.”
    Maj. Op. 17. To reach this conclusion, they read the EEO
    letter’s “plain text” as drawing “a distinction between ‘claims’
    to be processed and ‘examples’ of evidence to support those
    claims.” 
    Id. at 15.
    In their view, the letter chooses to “describe
    the discrete acts of retaliation . . . as mere ‘examples’ of factual
    incidents that might support Coleman’s claim[.]” 
    Id. But the
    majority misreads the EEO letter. Although the EEO letter lists
    four “examples of incidents [Coleman] provide[d] in support
    of his claims[,]” JA 127, it identifies just one action that
    Coleman “allege[d] . . . took place in reprisal for his protected
    EEO activity[,]” that is, the January 28 letter of reprimand. 
    Id. at 128.
    Nowhere does the letter say that one action is simply
    an “example.” Fairly read, the EEO letter does not suggest that
    So recognizing, the majority emphasizes that “[w]hat matters is that
    the Millhench transfer is a complained-of event.” Maj. Op. 18 n.6.
    But how? Nothing in Coleman’s description of the transfer suggests
    he thought it retaliatory. 
    See supra
    n.4. And why consider only this
    a “complained-of” event and not Rohner’s “astonish[ing]” email or
    her interrogation of him regarding the parking lot incident? When
    faced with a complaint of this opacity, an EEO office needs some
    way to separate the wheat from the chaff. What matters, I submit, is
    that the administrative steps of a Title VII claim be followed as
    required by, inter alia, our precedent. A sensible solution—one
    sanctioned by Hamilton—is for the EEO office to clarify the
    complaint’s scope. That is what the EEO office did here. But under
    the majority’s reading, such efforts have no effect and, instead, the
    initial complaint, deficient though it may be, sets the matter in amber.
    In this case, the amber more accurately resembles sand. If this is
    indeed the import of our exhaustion precedent, including,
    specifically, Hamilton, exhaustion has become a dead letter.
    10
    office acknowledged a reprisal claim based on the Millhench
    transfer.
    Coleman’s subsequent actions confirm my view. As the
    majority notes, see Maj. Op. 7–8, Coleman completed a sworn
    EEO declaration in July 2011. The declaration belies the
    majority’s reading of the EEO letter. The declaration’s first
    page identifies “[t]he accepted issue in this complaint” as
    “[w]hether DHS discriminated against Complainant and
    subjected him to a hostile work environment on the bases of
    race . . . , age . . . , and reprisal” based on five enumerated
    actions.7 JA 147. The five actions—which are not labeled
    “examples”—contain no mention of the Millhench transfer.
    Accordingly, I would hold Coleman failed to exhaust the
    Millhench transfer claim. My conclusion is hardly stinting.
    Coleman had plenty of opportunities to alert the EEO office to
    his claim. He could have done so when instructed to
    “[d]escribe the action taken against [him] that [he] believe[d]
    was [retaliatory].” 
    Id. at 188.
    He could have done so when
    further instructed to “notify [the EEO] office” “[i]f . . . the . . .
    accepted claims [were] not identified correctly[.]” 
    Id. at 128.
    He could have done so in his sworn EEO declaration which
    identified five events—none the Millhench transfer—that
    underlay his claims. Or he could have amended his complaint
    during the EEO investigation. See 29 C.F.R. § 1614.106(d).
    Instead, he did nothing. More compelling still, he declared
    under penalty of perjury that the “accepted issue in [his]
    complaint” included five challenged actions, none including
    the Millhench transfer. JA 147. At some point, a party—
    especially one represented by counsel—must live with his
    7
    Those five actions mirror the EEO letter’s four “examples of
    incidents” and one act of reprisal.
    11
    choices. I believe that moment came and went for Coleman
    long ago.8
    II.
    My colleagues also conclude the district court erred in
    rejecting Coleman’s retaliation claim based on the DHS
    disciplinary letters.9 In their view, the district court applied the
    wrong standard because it examined whether those letters were
    “adverse employment actions” and not whether the
    “‘employer’s challenged action . . . well might have dissuaded
    a reasonable worker from making or supporting a charge of
    discrimination.’” Maj. Op. 22 (quoting Rochon v. Gonzales,
    
    438 F.3d 1211
    , 1219 (D.C. Cir. 2006)). I see little, if any,
    inconsistency. “To prove retaliation, the plaintiff generally
    must establish that he or she suffered . . . a materially adverse
    action . . . .” Baloch v. Kempthorne, 
    550 F.3d 1191
    , 1198
    (D.C. Cir. 2008). An action is materially adverse if it would
    “dissuade a reasonable worker from making or supporting a
    charge of discrimination.” Burlington N. & Santa Fe Ry. Co.
    v. White, 
    548 U.S. 53
    , 57 (2006). In other words, I believe the
    district court applied the very standard—by necessary
    implication, at least—that my colleagues suggest it overlooked.
    8
    The majority tries to equate Coleman’s failure to follow
    instructions with the EEO office’s alleged failure to “follow the
    rules” governing claim dismissals. Maj. Op. 19. The cited rules
    require the EEO office to, inter alia, give notice of and explain partial
    dismissals. The majority does not explain how that office could be
    blamed for not explaining dismissal of a claim not made.
    9
    Again, those letters were the December 30, 2010, and January
    28, 2011, letters of counseling and reprimand, respectively.
    12
    The majority may fault the district court for referring to an
    “adverse employment action.” Coleman v. Johnson, 19 F.
    Supp. 3d 126, 134 (D.D.C. 2014) (emphasis added). Granted,
    the challenged retaliatory action need not “relate[] to the
    plaintiff’s employment,” 
    Rochon, 438 F.3d at 1219
    , and
    retaliatory adverse action “encompass[es] a broader sweep of
    actions than those in a pure discrimination claim[,]” 
    Baloch, 550 F.3d at 1198
    n.4. Nevertheless, I do not think this
    distinction was lost on the district court. The court determined
    the disciplinary letters did not “qualify as adverse employment
    actions . . . for either discrimination claims or retaliation
    claims.” 
    Coleman, 19 F. Supp. 3d at 134
    (emphases added).
    And it based its conclusion on our retaliation precedent. See
    
    id. (citing, inter
    alia, 
    Baloch, 550 F.3d at 1199
    ). That
    precedent teaches that a letter of counseling or reprimand that
    provides “job-related constructive criticism” generally does
    not constitute the “materially adverse action” needed “[t]o
    prove retaliation” unless it contains “abusive language” or
    portends further—more tangible—harms. See 
    Baloch, 550 F.3d at 1198
    –99 (internal quotation marks omitted).10 Neither
    caveat exists in Coleman’s case.               Perhaps “adverse
    employment action” is inartful phrasing.11 If so, it is a
    peccadillo we, too, have committed. E.g., Allen v. Johnson,
    
    795 F.3d 34
    , 39 (D.C. Cir. 2015) (“[A] retaliation plaintiff need
    only show that she engaged in protected activity, that she
    suffered an adverse employment action, and that there was a
    10
    Incidentally, the majority—like the district court—relies on
    Baloch. See Maj. Op. 22.
    11
    I find it noteworthy that my colleagues swallow the camel
    (bumbling complaint) but choke on the gnat (district court nit).
    13
    causal link between the former and the latter.” (emphasis
    added)). But it does not require reversal.
    Accordingly, I respectfully dissent.
    

Document Info

Docket Number: 15-5258

Citation Numbers: 867 F.3d 204

Filed Date: 8/15/2017

Precedential Status: Precedential

Modified Date: 1/12/2023

Authorities (19)

Chrissie Washington v. Illinois Department of Revenue , 420 F.3d 658 ( 2005 )

Roy E. Bowden v. United States , 106 F.3d 433 ( 1997 )

Payne v. Salazar , 619 F.3d 56 ( 2010 )

Rochon, Donald v. Gonzales, Alberto , 438 F.3d 1211 ( 2006 )

Department of the Air Force, 436th Airlift Wing, Dover Air ... , 316 F.3d 280 ( 2003 )

Ralph M. Hackley v. Richard L. Roudebush, Administrator of ... , 520 F.2d 108 ( 1975 )

Brooks v. District Hospital Partners, L.P. , 606 F.3d 800 ( 2010 )

Cones, Kenneth L. v. Shalala, Donna E. , 199 F.3d 512 ( 2000 )

Scott, Alfrieda S. v. Johanns, Michael , 409 F.3d 466 ( 2005 )

Adams v. Rice , 531 F.3d 936 ( 2008 )

Eileen M. Degraff v. District of Columbia , 120 F.3d 298 ( 1997 )

Baloch v. Kempthorne , 550 F.3d 1191 ( 2008 )

Kassem v. Washington Hospital Center , 513 F.3d 251 ( 2008 )

Herbert K. Wilson v. Federico F. Pena, Secretary, ... , 79 F.3d 154 ( 1996 )

Samuel R. President v. Cyrus R. Vance, Secretary, United ... , 627 F.2d 353 ( 1980 )

Artis v. Bernanke , 630 F.3d 1031 ( 2011 )

Burlington Northern & Santa Fe Railway Co. v. White , 126 S. Ct. 2405 ( 2006 )

National Railroad Passenger Corporation v. Morgan , 122 S. Ct. 2061 ( 2002 )

Woodford v. Ngo , 126 S. Ct. 2378 ( 2006 )

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