COLLEEN KOLLAR-KOTELLY, District Judge.
In this action, Plaintiff Christina Conyers Williams ("Williams") claims that Defendant, the District of Columbia (the "District"), retaliated against her in violation of the District of Columbia Whistleblower Protection Act (the "DC-WPA") for testimony that she provided before the District of Columbia Council. The action is now in the pretrial stage of litigation and the trial will begin on November 16, 2011. Currently before the Court is Williams' [155] Motion in Support of Jury Instruction No. 19, through which Williams requests a jury instruction addressing the categories of evidence that the jury should consider in connection with the District's burden of proof on its "same action" affirmative defense. Upon consideration of the parties' submissions, the relevant authorities, and the record as a whole, the Court shall DENY Williams' Motion.
Before trial and with the district court's leave, "a party may file and furnish to every other party written requests for the jury instructions it wants the court to give." FED.R.CIV.P. 51(a)(1). "Jury instructions are proper if, when viewed as a whole, they fairly present the applicable legal principles and standards." Czekalski v. LaHood, 589 F.3d 449, 453 (D.C.Cir. 2009) (internal quotation marks and citations omitted). The district court has considerable discretion when crafting instructions, which should be exercised with an aim towards guiding the jury "toward an intelligent understanding of the legal and factual issues involved in [its] search for a proper resolution of the dispute." 9C Charles Alan Wright & Arthur R. Miller, FEDERAL PRACTICE AND PROCEDURE § 2556 (3d ed. 1995). So long as the instructions chosen are "legally correct," the district court is not required to use "any particular language." Joy v. Bell Helicopter Textron, Inc., 999 F.2d 549, 556 (D.C.Cir.1993) (quoting Miller v. Poretsky, 595 F.2d 780, 788 (D.C.Cir.1978)) (internal quotation marks omitted). Rather, "[i]t is sufficient if the substance of the instruction as given be correct in law, adapted to the issues developed at trial and adequate for guidance of the jury." Heflin v. Silverstein, 405 F.2d 1075, 1077 (D.C.Cir.1968).
Under the DC-WPA, "[a] supervisor shall not take, or threaten to take, a prohibited personnel action or otherwise retaliate against an employee because of the employee's protected disclosure or because of an employee's refusal to comply with an illegal order." D.C. CODE § 1-615.53(a). "[O]nce it has been demonstrated by a preponderance of the evidence that an activity proscribed by § 1-615.53 was a contributing factor in the alleged prohibited personnel action against an employee, the burden of proof shall be on the defendant to prove by clear and convincing evidence that the alleged action would have occurred for legitimate, independent reasons
In this case, the parties have already agreed to instructions that would adequately present these legal principles and standards to the jury. First, the parties' agreed-upon Jury Instruction No. 1 would instruct the jury, in relevant part, as follows:
Revised Proposed Jury Instructions, ECF No. [144], at 3. Second, the parties' agreed-upon Jury Instruction No. 10 would instruct the jury as follows:
Id. at 11. Third, and finally, the parties agree that the jury should be instructed that "clear and convincing evidence" is "evidence which should produce in the mind of the trier of fact a firm belief or conviction as to the facts sought to be established." Id. at 12. Together, these three instructions, with minor stylistic revisions to be determined, are more than sufficient to guide the jury in its search for a proper resolution of the dispute.
Nonetheless, Williams seeks a further instruction addressing the categories of evidence that the jury should consider in connection with the District's burden of proof on its "same action" affirmative defense. Specifically, Williams' proposed Jury Instruction No. 19 would further instruct the jury as follows:
Id. at 15. However, Williams has failed to come forward with any legal support counseling in favor of such an instruction. Indeed, Williams concedes that "there is no case law interpreting the DC WPA that supports [her] proposed [i]nstruction." Pl.'s Reply at 1.
In lieu of on-point authority, Williams cites to a single case from the United States Court of Appeals for the Federal Circuit interpreting the federal Whistleblower Protection Act (the "F-WPA")—
First, and perhaps most critically, the instruction proposed by Williams is at best an incomplete statement of the appropriate legal standard. Both parties agree that the District must establish its "same action" defense by clear and convincing evidence, and that "clear and convincing evidence" requires evidence that would produce in the mind of the trier of fact a firm belief or conviction. By the plain language of the DC-WPA, the District is not confined to introducing evidence concerning the three factors identified in Williams' instruction while attempting to discharge its burden. Absent some other reason counseling against admission, the District may present any evidence that would tend to show that the challenged personnel actions "would have occurred for legitimate, independent reasons even if [Williams] had not" made a protected disclosure. D.C.CODE § 1-615.54(b). By providing Williams' proposed instruction, the Court would run the risk that the jury would limit its attention to the three identified factors to the exclusion of other potentially relevant evidence. It is therefore unsurprising that commonly used instructions outlining a parallel "same action" defense in federal employment litigation simply ask whether the defendant has shown that it would have reached the same decision regardless of the plaintiff's protected status or activity, without further elaboration. See, e.g., 3C Kevin F. O'Malley, Jay E. Grenig, & William C. Lee, FEDERAL JURY PRACTICE & INSTRUCTIONS §§ 171.76, 179.50 (5th ed. 2000).
Second, it is well-established that a trial judge should refuse to instruct the jury on matters that are not supported by the evidence. Long v. Howard Univ., 512 F.Supp.2d 1, 20 (D.D.C.2007), aff'd, 550 F.3d 21 (D.C.Cir.2008). In this case, Williams' proposed instruction would ask the jury to consider, inter alia, whether there is "any evidence that the agency takes or has taken similar actions against similarly situated employees who are not
Third, the Court is mindful that the more verbose and complicated its instructions at trial, the greater the likelihood of confusion on the part of the jury. In this case, the parties have proposed over fifteen non-standard instructions relating to a discrete set of legal theories. The Court is loathe to inundate the jury with unnecessary instructions, particularly where, as here, the proposed instruction is at best a partial gloss on the central legal principles and standards.
For the foregoing reasons, the Court shall, in an exercise of its discretion, decline Williams' invitation to provide the jury with the proposed instruction. Of course, Williams is free to argue to the jury that the weakness of the District's evidence in support of its personnel action, the strength of the motive to retaliate on the part of the responsible decisionmakers, and like matters are relevant to its determination of whether the District has met its burden on its "same action" affirmative defense.
Before concluding, the Court pauses to acknowledge that it cannot predict with certainty how events will unfold at trial. The foregoing analysis is based on the record as it now stands and the arguments articulated by the parties to date. As evidence is presented at trial, the parties may encounter "issues that could not reasonably have been anticipated" earlier. FED. R. CIV. P. 51(a)(2)(A). To be clear, the parties are not absolutely foreclosed from raising such issues at the appropriate time. However, the parties are cautioned that this is not an invitation to recycle old arguments.
For the reasons set forth above, Williams' [155] Motion in Support of Jury Instruction No. 19 shall be DENIED. An appropriate Order accompanies this Memorandum Opinion.