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Pull the jury instructions that will decide your case
Finds the pattern instruction for each claim and defense, quotes the elements verbatim, and flags the words the other side will fight you over at the charge conference.
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*(After you answer the three questions: both retaliation claims survived intact, the MSJ order narrowed the contract theory to the § 4 delivery term, the parties are filing competing sets with the conference in nine days, and you want the wording that preserves the issue on appeal over the one that reads cleanest. You pasted the printed text of CACI 2505 into the authority field; I have no text for the other two instructions.)*
Title VII Retaliation
- Source: the Ninth Circuit Manual of Model Civil Jury Instructions carries a retaliation instruction in its employment series. I do not have the manual, so I am not handing you a section number to cite [UNVERIFIED - pull the number and the current text].
- Elements: *[PARAPHRASE - not the committee's text; replace from the printed instruction before filing]*
1. plaintiff engaged in activity protected by federal law;
2. the employer subjected plaintiff to an adverse employment action;
3. the protected activity caused the adverse action.
- Least sure of: the causation phrase in element 3. The committee may print "because of," a but-for formulation, or wording rewritten after *Nassar*. That phrase is the entire fight on this claim and I will not guess it for you. Pull it before you draft anything around it.
- Contested language: whatever that phrase turns out to be. Defense will push "would not have occurred but for the plaintiff's protected activity," citing *Univ. of Tex. Sw. Med. Ctr. v. Nassar*, 570 U.S. 338 (2013) [UNVERIFIED - you did not give me a pin cite and I am not supplying one].
- Likely opponent proposal: move but-for language into the element itself and add a sentence that the protected activity must be the reason, not a reason.
- My preferred wording: leave the committee's own causation phrase in the element and confine any but-for definition to a separate causation instruction, so the jury is not told twice that plaintiff must exclude every other motive. This recommendation is conditional: if the printed element already reads in but-for terms, that objection is gone and the fight moves to the definition.
- Amendment status: unknown to me. Read the current committee comment for whether it has absorbed *Nassar* [UNVERIFIED].
FEHA Retaliation
- Source: CACI 2505. You pasted the text, so this is the only block here that carries quotation marks.
- Element 3, verbatim from what you gave me: "That [name of plaintiff]'s [describe protected activity] was a substantial motivating reason for [name of defendant]'s decision to [discharge/demote] [name of plaintiff]."
- Contested language: "substantial motivating reason." Materially lower than the federal but-for test, and the defense will try to charge one causation standard for both claims. Resist. *Harris v. City of Santa Monica*, 56 Cal. 4th 203 (2013) [UNVERIFIED - pin cite].
Breach of Contract
- Source: CACI carries a general breach instruction in the 300 series. I am not giving you a number I cannot verify [UNVERIFIED].
- Elements: *[PARAPHRASE - not the committee's text]*: contract existence; plaintiff performed or was excused; any condition occurred; defendant failed to do something the contract required; plaintiff was harmed.
- Contested language: the performance-or-excuse element, whatever its printed wording. Your MSJ order narrowed you to the § 4 delivery term, so the defense will argue the excuse language comes out of the instruction entirely. Pull the printed text before the conference: whether it reads "did all" or "did all, or substantially all, of the significant things" is the argument, and I cannot tell you which it is.
Cross-instruction interactions. Two different causation standards will be read to the same jury about the same March 7 termination: the federal phrase for Title VII, "substantial motivating reason" for FEHA. Without separate verdict questions the jury will collapse them, and an inconsistent verdict is remand bait. Mitigation also reaches the contract damages, but the CACI mitigation instruction is written for employment damages; it needs adapting or the jury will apply it twice.
Preservation checklist.
1. Object to any single combined causation instruction covering both retaliation claims; state that the FEHA standard is lower and cite *Harris*.
2. Object to moving but-for language into the Title VII element itself rather than the definition, but read the printed element first, because if the committee already prints but-for there, the objection is gone and making it costs you credibility on item 1.
3. Request separate verdict questions on Title VII causation and FEHA causation.
4. If the mitigation instruction is given without limitation, object that it is unsupported as to the contract claim on this record.
Assumptions. I assumed the court uses the Ninth Circuit set for the federal claim and CACI for the state claims rather than a hybrid standing charge [verify against the judge's standing order]. Every element above that is not inside quotation marks is my reconstruction, not the committee's text. The Title VII block and the contract block are unusable until you replace them from the printed instruction.
What your answers changed. "Preserve the issue on appeal" produced the recommendation to keep causation in a separate definition rather than accept a combined instruction; on the cleanest-verdict answer I would have told you to concede that fight and spend the nine days on the verdict form instead. The MSJ order narrowing the contract theory to § 4 is what moved the performance-or-excuse element to the top of that block. Your competing-sets answer changed the tone and not one recommendation; you did not need to be asked.
Why this prompt is built the way it is
## Framework
1. **Source the instruction.** Pattern set, number, and edition, by name. Where the set has no instruction for a claim, say so rather than inventing a number.
2. **Quote only what you actually have.** Verbatim quotation where the lawyer supplied the committee's words; a labeled reconstruction, never quotation marks, where they did not.
3. **Flag the contested language.** The words parties actually fight over: "because of," "substantial factor," "knew or should have known," "reasonable", and the authority driving each fight.
4. **Anticipate the opponent's version.** The modification they will propose and the case they will cite for it, plus the preferred counter-sentence.
5. **Check for amendments.** Pattern instructions get revised and case law outruns committee comments. Note both.
6. **Find the interactions.** Overlapping causation standards, an affirmative defense whose burden differs from the claim it answers, an element that appears in two instructions with different wording.
7. **Preserve the record.** The objection that must be stated, in the order the conference will reach it.