Savage v. City of Springfield
CourtCourt of Appeals for the First Circuit
Date FiledSeptember 16, 2026
Docket24-1720
StatusPublished
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Full Opinion
United States Court of Appeals
For the First Circuit
No. 24-1720
MARC SAVAGE; RANDOLPH BLAKE,
Plaintiffs, Appellants,
v.
CITY OF SPRINGFIELD; SPRINGFIELD FIRE DEPARTMENT; JOSEPH CONANT,
Former Springfield Fire Commissioner; BERNARD J. CALVI,
Springfield Fire Commissioner,
Defendants, Appellees.
APPEAL FROM THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF MASSACHUSETTS
[Hon. Katherine A. Robertson, U.S. Magistrate Judge]
Before
Montecalvo, Lipez, and Aframe,
Circuit Judges.
Arnold J. Lizana III, with whom Law Office of Arnold J. Lizana
III P.C. was on brief, for appellants.
Edward M. Pikula, with whom Lisa Caryl deSousa was on brief,
for appellees.
September 16, 2026
LIPEZ, Circuit Judge. Captain Marc Savage and
Lieutenant Randolph Blake are Black firefighters employed by the
Springfield Fire Department ("SFD") in Springfield, Massachusetts
("the City"). In 2018, they filed a complaint in federal court
against the City, the SFD, and the former and current Springfield
Fire Commissioners alleging, inter alia, racial and religious
discrimination, retaliation, and hostile work environment in
violation of Title VII of the Civil Rights Act of 1964 and
Massachusetts General Laws ("MGL") Chapter 151B. After defendants
prevailed at trial, Savage and Blake brought this appeal, arguing
that the district court made multiple errors that misled and
misinformed the jury. Finding no such errors, we affirm the jury's
verdict.
I.
A. Background
We begin by explaining plaintiffs' theory of the case,
drawing from evidence presented at trial and from the parties'
filings. Savage, who is Muslim, and Blake, who is a Jehovah's
Witness, allege "unrelenting[] harass[ment] by supervisors and
coworkers because of their race and religion" beginning around
2014. Among other contentions, they assert racial bias against
minority applicants for positions with the SFD and favoritism
toward white employees.
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In March 2014, Savage sat for a promotional examination
for the position of Deputy Fire Chief. Then-Fire Commissioner
Joseph Conant was aware that Savage was one of only two employees
taking this exam. The other employee, Glenn Guyer, was a white
resident of a different city. A city ordinance requires the Deputy
Fire Chief to live in Springfield, and that requirement can only
be waived by the mayor. According to Blake and Savage, the mayor
denied the white candidate's request for a waiver in this case,
leaving Savage as the only eligible applicant for the position.
Approximately three months later, Conant requested that the
results for that exam be invalidated because there were only two
applicants.
In July and September 2014, Savage filed formal
complaints, first with the Massachusetts Civil Service Commission,
and then with the Massachusetts Commission Against Discrimination
("MCAD"), asserting that this retroactive invalidation of the exam
results was racially discriminatory. Savage and Blake claim that,
as Black employees, and in retaliation for Savage's formal
complaints and an eventual lawsuit against the City,1 they were
1In 2016, before filing the complaint in this case, Savage
sued the City in state court in Massachusetts to enforce the
Springfield residency requirement. See Savage v. City of
Springfield, No. 1679CV00364, 2021 WL 7083094, at *8 (Mass. Super.
Ct. Dec. 21, 2021). In its decision, the Hampden County Superior
Court observed that the version of the residency ordinance before
it provided that "all employees employed by the City of Springfield
on March 17, 1995, shall be considered to have fully complied with
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disparately treated during the next several years in various hiring
and promotion decisions.
For example, Savage points to his subsequent treatment
in connection with his application for Deputy Fire Chief in 2014.
Although the Deputy Chief exam referenced earlier was canceled
after the fact, Savage scored high enough that he was also eligible
to apply for the position of District Chief, apparently one step
lower in rank from Deputy Chief.2 To prepare for a potential
interview, he requested a certain kind of training but was told he
would need to serve as Permanent Captain for six months before he
could be trained. Later, during a pre-interview evaluation, the
the residency provisions of this article." Id. at *4 (quoting
Springfield, Mass. Rev. Ordinances ch. 73, Art. II, § 73-8).
Additionally, "all persons promoted by the City on or after March
17, 1995 shall be or within one year of such promotion become a
resident of the City . . . . Failure to do so shall be determined
to be a voluntary termination of employment." Id. (quoting
Springfield, Mass. Rev. Ordinances ch. 73, Art. II, § 73-9).
Although the Superior Court found, in part, that the SFD was not
complying with the ordinance requirement to confirm residency
annually, see id. at *6, *8, evidence came in at trial suggesting
that promotion of Savage’s competitor for the Deputy Chief
position, Glenn Guyer, did not violate the residency ordinance
because he was originally hired before the ordinance went into
effect, see id. at *4 n.7.
2 The District Fire Chief rank is shown directly below the
Deputy Fire Chief rank on the Fire Promotional List of the Civil
Service Eligible Lists page for the City of Springfield on the
Commonwealth of Massachusetts' official state website. See
Springfield Fire, Mass.gov (August 19, 2026)
https://www.mass.gov/info-details/civil-service-eligible-lists
(on the "Civil Service Eligible Lists" webpage select "Fire
Promotional" under the heading "Promotional Eligible Lists," then
select "Springfield") [https://perma.cc/2JC7-DCJ4].
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District Chief who conveyed that requirement, allegedly "a golfing
buddy" of Conant's, informed Savage that he was not ready for the
position because he had not received that training. That District
Chief subsequently gave Savage a series of lower performance
rankings than he had received the previous year. Meanwhile, Savage
alleges, several white candidates for positions with the SFD were
promoted to various positions without similar training or strict
adherence to Civil Service requirements and procedures. Savage
also alleges that, in 2016, Conant ordered a District Chief
superior to Savage to discipline him for failing to properly train
a recruit, even though no investigation was conducted. By
contrast, according to Savage, when he "brought charges against
two subordinates . . . for disrespectful behavior and . . .
disobeying a directive," "Conant let two months pass without taking
any action" and ultimately did not discipline either of Savage's
white subordinates. After Fire Commissioner Bernard Calvi
replaced Conant in 2018, Savage approached Calvi in early 2019
about his ongoing concerns with discrimination and retaliation in
the department. According to Savage, Calvi advised him "that if
he wanted to be promoted to District Chief, he needed 'to leave
the legal issue of residency outside of the department.'"
Blake similarly alleges racial discrimination in hiring
practices at the SFD. He claims that, in 2016, he was passed over
for a promotion to Captain in favor of a white non-resident who
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was not required to fulfill certain Civil Service requirements for
promotions, including interviews. Blake maintains that he was
passed over again, in similar circumstances, when another position
opened in 2017, and he claims that drug testing and written
evaluations from superiors were not required as usual. After he
complained about the lack of adherence to the SFD's own policies,
he alleges that the SFD "changed its procedures to conform the
rules to its haphazard approach to promotions." Also, he cites
several instances where certain forms were not filled out or drug
testing was not required of any applicant for promotions "because
[the] SFD had already preselected its favored white candidate."
Blake asserts that by not following the protocols in place, the
SFD "inserted subjectivity into promotion decisions that the
procedures were designed to minimize."
Savage and Blake also claim that the SFD had a hostile
work environment where "racist and anti-Muslim rhetoric" was
common. They cite numerous "social media posts targeting Blake
and Savage . . . contain[ing] racist and anti-Muslim rhetoric and
memes[,]" as well as derogatory comments and threats of physical
violence directed at one or both plaintiffs on Facebook.3
Some of the social media posts were posted in unofficial,
3
private SFD Facebook groups, while other social media messages
were posted on individual SFD firefighters' personal pages.
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The ugly social media comments -- each allegedly posted
sometime between 2016 and 2020 by individual SFD employees --
included, among other things: an illustration of a father shooting
his daughter, captioned "Muslim family values"; a manifesto-like
explanation on why "racism in America is good"; references to
Savage as "a savage"; a meme stating that because there are no
more slaves or slaveowners in the United States, people should
"GET OVER IT"; a repost advocating removal of all mosques from the
country; a statement asserting that "STANDING UP AGAINST ISLAM
DOES NOT MEAN YOU'RE A RACIST OR A BIGOT" but that "YOU'RE NOT AN
IDIOT AND CAN SEE THE REALITY OF ISLAM AROUND THE WORLD"; and a
picture of a pickup truck painted in blood captioned "[c]heck out
the new Ram 'protester edition.'" In one set of comments, fellow
firefighters suggested that if Savage were Deputy Fire Chief,
"everyone would have to pray five times a day," and called Muslims
"towel heads." Another such online post written by an anonymous
Springfield firefighter referenced Savage and Blake's formal
complaints, used various slurs in describing them, and called for
violence against them, stating in pertinent part:
If I were you, I'd be worried if anyone is
going to have my back in a pinch. For example
how hard are these guys going to search for me
if I'm ever overcome by smoke or fire. "Have
I alienated myself in the name of personal
gain,"? Why we gotta keep doing this just let
me put my hands on you so you can keep my
fucking name out of your mouth.
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Blake was allegedly assaulted by another SFD firefighter
in 2019 after that individual posted threatening messages against
Blake on Facebook. Notably, several of the SFD staff posting the
social media material held supervisory positions within the
department, though none were in the direct line of command for
either plaintiff.
B. Procedural History
In 2018, Blake and Savage filed the complaint in this
case against the SFD, the City, former Fire Commissioner Conant
and current Fire Commissioner Calvi alleging eight causes of action
under federal and state law.4 They claimed that, from 2014 to
2017, the SFD had engaged in racial and religious discrimination
and pursued "a persistent campaign of retaliation against [them]
for complaining about discrimination, including denial of
training[,] . . . unfair evaluations[,] . . . unwarranted
disciplinary action[,] . . . and investigating [violations of]
non-existent rules and regulations to harass, intimidate, and
frustrate [them]."
4In their amended complaint, plaintiffs list the following
eight causes of action: (1) discrimination in violation of Title
VII of the Civil Rights Act; (2) discrimination in violation of
MGL Chapter 151B; (3) violation of MGL Chapter 31, § 1(e);
(4) unlawful retaliation; (5) negligent supervision;
(6) intentional infliction of emotional distress;
(7) constitutional equal protection; and (8) breach of contract.
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In making these claims, Savage and Blake contended that
all supervisors at the SFD were mandatory reporters of harassment
and thus were required to protect all employees from harassment,
including employees whom they did not directly supervise.5 Savage
and Blake asserted that SFD supervisors not only failed to protect
them from illegal harassment but some of them also participated in
that harassment themselves. Following the parties' unsuccessful
attempt to mediate the case, the defendants filed a motion to
dismiss in July 2020. The district court granted the motion in
part and denied it in part,6 leaving for trial only claims of
5 At trial, defendants disputed that the SFD's policy placed
an affirmative obligation on supervisors to report harassment.
During his testimony, Conant maintained that the objectionable
social media postings were reported to the department and that an
investigation was carried out. Although he declined to describe
the policy as placing an "obligation" on supervisors, he also
explained that, in his view, the relevant SFD policy about
reporting harassment created a "duty" for employees to report
harassment, apparently drawing a distinction that was not
explained further.
6 The magistrate judge who tried the case with the parties'
consent, see 28 U.S.C. § 636(c); Fed. R. Civ. P. 73(b), granted
the motion to dismiss with respect to the following: (1) all claims
against the SFD; (2) the Title VII discrimination claim against
Conant; (3) the Title VII claim against the City for discrete acts
of discrimination occurring before October 26, 2016 for Savage,
and before May 4, 2017 for Blake; (4) all Chapter 151B claims
premised on actions occurring prior to October 9, 2015; (5) the
claim under MGL Chapter 31, § 1(e), which is a purely definitional
section with no subsection (e) appearing therein; (6) the Title
VII retaliation claim against Conant and Calvi; (7) the negligent
supervision claim against Conant and the City; (8) the intentional
infliction of emotional distress claim against Conant and the City;
and (9) the breach of contract claim against Conant and the City.
The claims relating to earlier dates were deemed outside the
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discrimination, retaliation, and hostile work environment against
some defendants7 under both MGL Chapter 151B and Title VII of the
Civil Rights Act of 1964. By the time the trial commenced, the
remaining federal claims were withdrawn and the plaintiffs
declined to go forward with their claims against the individual
defendants. The trial thus proceeded only on the claims of
discrimination, retaliation, and hostile work environment under
Chapter 151B against the City based on its vicarious liability for
the actions of various supervisors, including Conant and Calvi, on
or after October 9, 2015.
statute of limitations and hence not actionable. The plaintiffs
did not appeal any part of the ruling described herein.
After the motion to dismiss stage, the four surviving causes
of action were: discrimination in violation of Title VII against
the City for discrete acts of discrimination occurring on or after
October 26, 2016, for Savage, and on or after May 4, 2017, for
Blake, and for hostile work environment (Count I); discrimination
in violation of Chapter 151B against Conant, Calvi, and the City
as to claims premised on actions that occurred on or after October
9, 2015, and for hostile work environment (Count II); unlawful
retaliation in violation of Title VII against the City and unlawful
retaliation in violation of Chapter 151B against Conant, Calvi,
and the City (Count IV); and violation of the constitutional
guarantee to equal protection against Conant, Calvi, and the City
(Count VII).
7 Defendants moved to dismiss the claims against the SFD on
the ground that the SFD is not a legal entity and it is not
authorized to sue or be sued. In its memorandum granting the
motion to dismiss in part and denying it in part, the court agreed
that the SFD has "no legal existence or liability to suit separate
from the City of [Springfield]." The plaintiffs also did not
appeal from this ruling.
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C. The Jury Trial
A nine-day jury trial was held in June 2024. In addition
to themselves, the plaintiffs' witnesses included a lawyer who
represented the City against Savage and Blake in their complaint
to the Massachusetts Civil Service Commission, a former SFD
firefighter, three current SFD firefighters, former Commissioner
Conant, current Commissioner Calvi, former Deputy Fire Chief Glenn
Guyer,8 a former SFD dispatcher, and a licensed clinical therapist
who had provided therapy services for Savage. The municipal
defendants cross-examined nearly all the plaintiffs' witnesses and
followed up with testimony by the Springfield Director of Human
Resources and Labor Relations.
In the presentation of their case, the defendants
asserted that the City followed all established procedures to
ensure that hiring decisions were free of bias and that the
response by SFD officials to Savage and Blake's claims of
discrimination and retaliation was reasonable. The defendants
pointed out that none of the objectionable social media comments
were posted on City-sponsored Facebook pages, and that all efforts
were made to enforce the anti-discrimination policies in place at
8This witness was the only other candidate who took the exam
at the same time as Savage to apply for the Deputy Chief position,
leading to Savage's initial allegations of discrimination by the
SFD. After taking the exam, this individual was promoted to fill
the Deputy Chief position temporarily and was later promoted on a
full-time basis.
- 11 -
the SFD, including by disciplining some of those who posted. The
defendants also noted that at least some of the conflict in the
department stemmed from personal disputes between Savage and Blake
and individual firefighters, and that the City responded
appropriately to those disputes by disciplining firefighters where
necessary.
The jury found in favor of the defendants on all counts.
This timely appeal followed.
II.
Savage and Blake argue that the court erred when it
(1) failed to answer a question posed by the jury during its
deliberations, (2) failed to provide a limiting instruction
regarding the admission into evidence of decisions by the
Massachusetts Civil Service Commission, (3) failed to give a
limiting instruction clarifying that the social media comments at
issue were not protected by the First Amendment and allowed
defendants to improperly assert a First Amendment defense, and
(4) improperly instructed the jury on employer liability for
harassment committed by supervisors under MGL Chapter 151B.
We discuss each alleged error in turn, first detailing
the relevant events at trial and then laying out the applicable
legal standards before providing our assessments of plaintiffs'
claims.
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A. Failure to Answer a Jury Question on Promotion Lists
1. Events at Trial
As described earlier, Blake testified that, when he took
an exam to be eligible for promotion to Captain, he faced similar
circumstances to Savage's experience in seeking promotion to
Deputy Chief. See supra Section I.A. Blake stated that he did
not receive the promotion, even though the only other eligible
candidate was a nonresident, and that this was evidence of
retaliation for his past complaints of discrimination. Blake
testified that "[t]he opportunity was for a promotional captaincy,
which ended I believe . . . in 2018. There was one position. I
was number two. The person, individual was a nonresident. His
name was Lieutenant Michael Kneeland."
During their deliberations, the jurors submitted a
question asking, "What year did Blake become second on [the]
captain's exam to a nonresident?" In an exchange outside the
jury's presence, the court asked counsel whether Blake had
testified to the answer during trial, and the parties provided
conflicting answers. Defense counsel insisted that there was no
testimony about this fact. Plaintiffs' counsel insisted that it
did come in as evidence during testimony, "[n]ot a specific date,
but the range that he was on a 2016 to 2018 list, which he appeared
second," and that was sufficient for the court to answer the
question.
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Observing that the court "can[not] review the
transcript" and that the jury had been instructed that they could
not have a transcript, the court decided against providing a
substantive response to the jury. In relevant part, the court
explained its decision to the parties as follows:
I've looked at my notes pretty carefully, and
I've taken careful notes of Mr. Blake's
testimony, and my notes don't show any
testimony by Mr. Blake related to him being
second on a captain's exam to a nonresident.
So I think I'm going to say that their memory
would have to control, and I'm inclined to
remind them of the limiting instruction that
they're not to accept the contents of any of
the complaints for their truth. Because I do
have a concern that this specific question
could arise from the contents either of the
MCAD complaints which were admitted into
evidence or of the internal complaints which
we had instructed the jury are not to come in
for their truth.
The plaintiffs did not object to the court's decision.
After the jury was brought back into the courtroom, the
court explained that the jurors would have to rely on their
collective memory concerning the timing of Blake's second-place
position on the eligibility list for Captain. The court also
reminded the jurors that, in evaluating Savage and Blake's claims,
they should not consider "the MCAD charges and internal complaints
made by the plaintiffs . . . for the truth of the matters asserted
in those complaints."
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2. Legal Standards
We ordinarily review a court's response to a jury message
for abuse of discretion. See United States v. Velazquez-Fontanez,
6 F.4th 205, 228 (1st Cir. 2021). However, plain error review
applies to such claims when they are unpreserved. See Menninger
v. PPD Dev., L.P., 145 F.4th 126, 136-37 (1st Cir. 2025). A
determination of plain error is limited to exceptional cases and
generally requires the party seeking relief to show that the
court's handling of the jury inquiry (1) involved an error; (2) the
error was plain; (3) the error likely altered the outcome of the
trial; and (4) the error was "sufficiently fundamental to threaten
the fairness or integrity or public reputation of the judicial
proceeding." Gray v. Genlyte Grp., Inc., 289 F.3d 128, 134 (1st
Cir. 2002) (citing United States v. Olano, 507 U.S. 725, 735-36
(1993)).
Although courts are ordinarily required to give counsel
an opportunity to suggest responses to jury messages, a court is
not required to accept counsel's suggestion. See United States v.
Sabetta, 373 F.3d 75, 78 (1st Cir. 2004).9 The appropriate response
9 We have explained that the
preferred practice for handling a jury message
should include these steps: (1) the jury's
communique should be reduced to writing;
(2) the note should be marked as an exhibit
for identification; (3) it should be shown, or
read fully, to counsel; and (4) counsel should
be given an opportunity to suggest an
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is left to the court's discretion, after the court has weighed
"the reasonableness of the request, the ease or difficulty in
compliance, and what is likely to be gained or lost." United
States v. Akitoye, 923 F.2d 221, 226 (1st Cir. 1991). That said,
courts must exercise "extreme caution in answering questions from
juries so as not to usurp the jury's fact finding role." Sabetta,
373 F.3d at 80.
In line with this discretionary approach to jury
questions, we have previously found no abuse of discretion when
trial courts rejected jury requests to read back portions of
testimony during their deliberations. See Velazquez-Fontanez,
6 F.4th at 227-28 (upholding court's decision to ask the jury to
"rely on [its] collective memory of the witnesses' testimonies" in
response to a readback request); United States v. Vázquez-Soto,
939 F.3d 365, 377-378 (1st Cir. 2019) (observing that a jury "does
not have the right to a rereading" of testimony (quoting United
States v. Aubin, 961 F.2d 980, 983 (1st Cir. 1992))). We have
noted that "a district court does not abuse its discretion by
appropriate rejoinder. If the note requires
a response ore tenus, the jury should then be
recalled, the note read into the record or
summarized by the court, the supplemental
instructions given, and counsel afforded an
opportunity to object at side-bar.
Sabetta, 373 F.3d at 78.
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requiring the jury to proceed as most juries usually proceed."
Velazquez-Fontanez, 6 F.4th at 228.10
3. Analysis
Savage and Blake contend that the district court's
"fail[ure] to accurately respond" to the jury's question
"depriv[ed] the jury of the opportunity to fully consider" Blake's
testimony that he was second on a promotional list to a non-
resident in 2018. They argue that the jury's question "aimed at
the heart of Blake's claims" and that the court, by instructing
the jury to rely on its collective memory, prejudiced Blake.
Savage and Blake's contentions are unavailing. Their
failure to object when the district court told the parties how it
planned to respond to the jury's question requires them to
demonstrate plain error in the court's ruling. See Menninger, 145
F.4th at 136-37. They cannot meet that standard. Although the
court appears to have erroneously recalled that there was no
testimony concerning the timing of Blake's pursuit of a promotion
to Captain, the court did not have a transcript available and had
previously told the jurors that they would not have access to a
10 We have set forth here the standards applicable to jury
messages in the criminal context, as we have found no helpful
caselaw from the civil context in our circuit or other circuits to
guide our analysis. Neither did the parties in their briefing.
However, we see no basis for excluding these requirements from
civil cases, where the stakes in the proper handling of jury
messages are also quite high.
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transcript. Importantly, the court did not suggest that the record
lacked evidence on the timing of Blake's status as second on the
Captain's list, but it simply told the jurors that their memory of
the evidence would have to control. To ensure that they did not
rely on the contents of the plaintiffs' MCAD or other formal
complaints, rather than their recollection of the testimony, the
court reminded them of the limited purpose for which those
complaints had been introduced into evidence.
In these circumstances, we see no plain error in the
court's response to the jury's inquiry. The court reasonably
relied on its own notes of the testimony and gave the oft-used
instruction that the jurors needed to rely on their own memory of
the evidence. Indeed, rather than offering the trial court a
different way to handle the situation, plaintiffs simply
acquiesced to the court's approach.11 We thus conclude that the
court's handling of the jury inquiry provides no basis for
disturbing the verdict in favor of the defendants.
11For the first time on appeal, plaintiffs suggest that the
district court "could have easily reviewed the audio recording of
Blake's testimony or allowed his counsel to review it to identify
the relevant section for the court." Regardless of whether such
approaches were feasible, plaintiffs cannot succeed on appeal by
invoking options they did not ask the trial court to consider.
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B. Failure to Give a Limiting Instruction on the Civil Service
Decisions
1. Events at Trial
The parties debated at trial the relevance of three
decisions issued by the Massachusetts Civil Service Commission on
complaints submitted by Blake to challenge as retaliatory certain
disciplinary actions taken against him.12 Defendants sought to
introduce these decisions, while plaintiffs sought to exclude
them.13 On the first day of trial, the district court declined to
admit the decisions themselves as evidence and instead ruled that
the Commission's determinations could come in only through witness
testimony. However, when plaintiffs' counsel questioned Blake on
the third day of trial about the decisions, the court said:
If you are asking questions to take issue with
the decision of the Civil Service, then you
are opening the door to admission of the
decision. . . . The more questions that Mr.
12These decisions included: (1) a 2015 determination that the
City had "just cause" to discipline Blake after he received paid
leave to attend a Union meeting that was canceled without him
informing the SFD; (2) a 2018 arbitration decision rejecting
Blake's contention that a two-day suspension issued against him
for harassing another firefighter was retaliatory; and (3) a 2022
determination that again found the City had "just cause" to
discipline Blake with a four-day suspension after he complained
against the same firefighter involved in the 2018 case and found
that Blake "attempted to besmirch the reputation of a fellow
officer . . . in an apparent retaliatory manner."
13 Plaintiffs expressed concern at trial that the jury might
"assume or confuse the decisions, the issues in those forums with
the issue that's before them now," in part because one of the Civil
Service decisions addressed Blake's claims of retaliation, but not
discrimination or hostile work environment.
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Blake answers about the events in an attempt
to excuse or explain what occurred, in
contravention to what the Civil Service ruled
. . . then I will admit the Civil Service
decision.
The plaintiffs continued asking Blake questions related to the
circumstances leading up to the discipline in question. Over
plaintiffs' objection, the court then invited defense counsel to
move for the admission of the decisions into evidence. The
defendants made the request, and the court granted the motion.
A week later, just after the seventh day of trial, Savage
and Blake submitted a motion in limine asking the court to provide
a limiting jury instruction stating that the Civil Service
decisions "did not address the hostile work environment questions
currently being presented to the jury in this case, and in no way
preclude the jury from issuing its verdict on the questions
presented before them." The next day, the court granted the motion
in part and denied it in part, declining to give a limiting
instruction in the form proposed by plaintiffs. Instead, in a
colloquy outside the jury's presence, the court proposed different
limiting language, stating:
I reflected further on [plaintiffs'] request
with respect to Civil Service decisions
concerning Mr. Blake, and I had added . . .
two sentences. "You have before you certain
Civil Service decisions concerning discipline
imposed on Mr. Blake. While you may take the
decisions into consideration, it remains up to
you to determine whether the discipline was
retaliatory." So that's the addition . . . in
- 20 -
response to [plaintiffs'] request for an
instruction. It's not a limiting instruction
per se, but I think it adequately conveys as
much as the [c]ourt is willing to do.
Immediately after the court proposed this instruction, plaintiffs'
counsel objected to it, reiterating the argument made in the
motion: "[The instruction] should go further and inform the jury
that the Civil Service decision[s] did not address the issue of
discriminatory harassment or retaliatory harassment. So just
wanted to preserve those for the record."14
During this exchange, the court advised counsel to
summarily restate their objections before the jury when prompted
by the court. The court said:
[A]fter I read the instructions to the jury,
I will ask you, Mr. Lizana [plaintiffs'
attorney], do you want to preserve the
objections that you made to the [c]ourt
earlier today, and you'll say yes. The same
to the defendants, do you want to preserve the
objections that you made earlier to the form
of the jury instructions and the verdict form.
You'll say yes. In my view, that record -- I
don't think the First Circuit could have any
quarrel that we've adequately preserved the
parties' objections to the instructions and to
the verdict form. . . . And we won't sort of
be rehashing those objections in front of the
jury.
14Plaintiffs appear to have misspoken here. One of the Civil
Service decisions did indeed address Blake's retaliation claims,
see supra note 13, but no decision explicitly addressed
discrimination or hostile work environment.
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During closing argument, defense counsel accused Blake
of a "lack of credibility" by referencing inconsistencies between
Blake's testimony at trial concerning the events leading to the
disciplinary actions against him and his testimony to the Civil
Service Commission regarding those events as described in the Civil
Service decisions. Plaintiffs' counsel did not object to the
argument. After the jury was instructed, plaintiffs' counsel -- as
the court had directed -- renewed the earlier objections without
specific reference to the Civil Service decisions. The court then
stated: "I am assuming that the objections voiced earlier during
our supplemental charge conference this morning are asserted in
response to the jury instructions. Mr. Lizana, is that correct?"
Counsel replied, "Yes, your Honor."
2. Legal Standards
A party objecting to a jury instruction or the failure
to give an instruction must "do so on the record, stating
distinctly the matter objected to and the grounds for objection"
to preserve the underlying issue for appeal. Fed. R. Civ. P.
51(c)(1); see also Menninger, 145 F.4th at 136-37. Our adherence
to this "object-or-forfeit" rule is "quite strict," Menninger, 145
F.4th at 136, and we have held that, even if an objection is
initially made in detail, the requesting party must object again
after the court gives instructions but before the jury deliberates,
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Foley v. Commonwealth Elec. Co., 312 F.3d 517, 521 (1st Cir. 2002);
see also DeCaro v. Hasbro, Inc., 580 F.3d 55, 60 (1st Cir. 2009).
Preserved claims of error in jury instructions are
reviewed under a split standard. Franchina v. City of Providence,
881 F.3d 32, 55 (1st Cir. 2018). We review de novo whether the
instructions "capture the essence of the applicable law," and we
review for abuse of discretion the trial court's "phraseology in
crafting" the instructions. Id. A court retains the discretion
to refrain from using the specific language suggested by the
parties, as long as the instructions do not distort the applicable
law, mislead the jury, or prejudice the requesting party. DeCaro,
580 F.3d at 63 (stating that "[a] trial judge has broad discretion
in deciding how best to communicate complicated legal rules to a
lay jury"); Elliott v. S.D. Warren Co., 134 F.3d 1, 6, 7 (1st Cir.
1998) (cautioning that the court's discretion is not unbridled,
and jury instructions should not "unduly complicat[e] matters").
An instructional error is prejudicial when it "adversely affects
the jury verdict and the substantial rights of the objecting
party." Thomas & Betts Corp. v. New Albertson's, Inc., 915 F.3d
36, 52 (1st Cir. 2019) (citation modified) (quoting Davignon v.
Clemmey, 322 F.3d 1, 9 (1st Cir. 2003)).
3. Analysis
Savage and Blake argue that the district court's version
of their requested limiting instruction was inadequate because the
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court failed to explicitly state that the Civil Service decisions
did not consider their claims of "discriminatory harassment or
retaliatory harassment."15 Without such language, they assert, the
jury could have inferred that the decisions undermined the merits
of their claims when in fact the decisions did not address them at
all. They argue that the instruction thus misled the jury about
the weight and importance of the decisions, prejudicing them.
We disagree. First, Savage and Blake mistakenly state