Young v. Sungard Financial Systems LLC
Filing
39
AMENDED MEMORANDUM OPINION. Signed by Judge Sharon Lovelace Blackburn on 4/17/2014. (AVC)
FILED
2014 Apr-17 PM 04:38
U.S. DISTRICT COURT
N.D. OF ALABAMA
UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF ALABAMA
SOUTHERN DIVISION
WANDA L. YOUNG,
Plaintiff,
vs.
SUNGARD FINANCIAL SYSTEMS,
L.L.C.,
Defendant.
)
)
)
)
)
)
)
)
)
)
CASE NO. 2:12-CV-1631-SLB
AMENDED1 MEMORANDUM OPINION2
This case is currently before the Court on Defendant SunGard Business System, Inc.’s
(denominated in the Complaint as SunGard Financial Systems, LLC; hereinafter referred to
1
The court’s Memorandum Opinion, entered on March 17, 2014, contained a citation
on page 20 to Springer v. Convergys Customer Management for a quote from Chapman v.
AI Transport. This Amended Memorandum Opinion corrects that error; no other changes
have been made to the Memorandum Opinion.
2
At the conclusion of oral argument, the court informed the parties of its intention to
grant summary judgment in favor of defendant. The court requested that counsel for
defendant prepare a proposed memorandum opinion for the court and required that counsel
send a copy of the proposed opinion to counsel for plaintiff. Although the court has made
some changes to the opinion prepared by defendant’s counsel, it has adopted a large part of
the proposed opinion. The court is aware of the admonition of the Eleventh Circuit that
district courts not delegate “the task of drafting important opinions to litigants.” Chudasama
v. Mazda Motor Corp., 123 F.3d 1353, 1373 n.46 (11th Cir. 1997). This is an important
opinion and the court had reached a firm decision as to the appropriate outcome before
requesting a proposed opinion from defendant’s counsel. In this case, however, the
defendant drafted the opinion according to the express instructions of the court as to its
contents. These instructions were stated to defendant’s counsel, with plaintiff’s counsel
present, following oral argument. Although largely taken from the opinion proposed by
defendant’s counsel, the court personally reviewed this opinion and the opinion reflects the
court’s own conclusions.
as “SunGard” or “Defendant”) Motion for Summary Judgment (Doc. 17).3 In her Complaint,
Plaintiff, Wanda Young (hereinafter “Plaintiff” or “Young”) asserts the following claims
against SunGard: (1) disability discrimination under the Americans with Disabilities Act
(“ADA”); (2) hostile work environment under the ADA; (3) retaliation under the ADA; (4)
retaliatory discharge under Alabama Code §25-5-11.1; (5) discrimination under the Age
Discrimination in Employment Act (“ADEA”); (6) hostile work environment under the
ADEA; (7) interference with rights under the Family and Medical Leave Act (“FMLA”); and
(8) retaliation under the FMLA.
Upon consideration of the record, the submissions of the parties, the arguments of
counsel, and relevant law, the court is of the opinion that SunGard’s Motion for Summary
Judgment is due to be granted with respect to all claims.
I. SUMMARY JUDGMENT STANDARD
Pursuant to Fed. R. Civ. P. 56(a), summary judgment is appropriate “if the movant
shows that there is no genuine dispute as to any material fact and the movant is entitled to
judgment as a matter of law.” Fed. R. Civ. P. 56(a); Clark v. Coats & Clark, Inc., 929 F.2d
604, 608 (11th Cir. 1991); see Adickes v. S.H. Kress & Co., 398 U.S. 144, 157 (1970). Once
the moving party has met its burden, the non-moving party must go beyond the pleadings and
show that there is a genuine issue of fact for trial. See Celotex Corp. v. Catrett, 477 U.S.
3
Reference to a document number, [“Doc. ___”], refers to the number assigned to
each document as it is filed in the court’s record.
2
317, 324 (1986). A dispute is genuine “if the evidence is such that a reasonable jury could
return a verdict for the nonmoving party.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242,
248 (1986).
A party asserting that a fact cannot be or is genuinely disputed must support
the assertion by:
(A) citing to particular parts of materials in the record, including
depositions, documents, electronically stored information, affidavits or
declarations, stipulations (including those made for purposes of the
motion only), admissions, interrogatory answers, or other materials; or
(B) showing that the materials cited do not establish the absence or
presence of a genuine dispute, or that an adverse party cannot produce
admissible evidence to support the fact.
Fed. R. Civ. P. 56(c)(1); see also Clark, 929 F.2d at 608 (“it is never enough simply to state
that the non-moving party cannot meet its burden at trial”).
In deciding a motion for summary judgment, the court’s function is not to “weigh the
evidence and determine the truth of the matter but to determine whether there is a genuine
issue for trial.” Anderson, 477 U.S. at 249. “[C]ourts are required to view the facts and draw
reasonable inferences ‘in the light most favorable to the party opposing the [summary
judgment] motion.’” Scott v. Harris, 550 U.S. 372, 378 (2007)(quoting United States v.
Diebold, Inc., 369 U.S. 654, 655 (1962)(per curiam)). Nevertheless, the non-moving party
“need not be given the benefit of every inference but only of every reasonable inference.”
Graham v. State Farm Mut. Ins. Co., 193 F.3d 1274, 1282 (11th Cir. 1999)(citing Brown v.
City of Clewiston, 848 F.2d 1534, 1540 n.12 (11th Cir. 1988)); see also Scott, 550 U.S. at
3
380 (“When opposing parties tell two different stories, one of which is blatantly contradicted
by the record, so that no reasonable jury could believe it, a court should not adopt that
version of the facts for purposes of ruling on a motion for summary judgment.”).
II. STATEMENT OF FACTS4
A. SUNGARD’S SERVICE BUREAU
SunGard operates a Service Bureau in Birmingham, Alabama. (Doc. 19-1 ¶ 3.) Data
entry employees, who work for the Service Bureau, process documents and information for
the Thrift Savings Plan of the Federal Retirement Thrift Investment Board [“FRTIB”]. (Id.
¶ 4.) Information processed by the SunGard employees is highly confidential and includes
personal identifying information and financial information of the plan participants. (Id.)
The data entry employees work in a “clean room” to ensure that confidential
information cannot be taken from the room. (Id. ¶ 5.) Service Bureau employees are
required to execute a document acknowledging the FRTIB Service Bureau Clean Room
Requirements. (Id.) Those requirements include multiple restrictions on the use of computer
systems and employees are told specifically, “There is absolutely no personal use of FRTIB
systems and applications allowed.” (Id.; doc. 19-2, exh. 3, at 86 [emphasis in original]; id.,
exh. 4, at 88 [emphasis in original].) Employees are prohibited from bringing cell phones
4
As required when evaluating a Motion for Summary Judgment, the court states the
facts and all reasonable inferences arising from them in the light most favorable to Young,
the non-moving party. See E.G., Alan v. Tyson Foods, Inc., 121 F. 3d 642, 646 (11th Cir.
1997)(citing Adickes v. S.H. Kress & Co., 398 U.S. 144, 157 (1970)).
4
and other wireless devices, computing devices and cameras into the clean room. (Doc. 19-1
¶ 5; doc. 19-2, exh. 3, at 86-87.) SunGard has policies that limit employees’ use of its
computer systems and email and that prohibit, among other things, the display or
transmission of sexually explicit material. (Doc. 19-1 ¶ 6; doc. 19-2, exh. 6, at 91, 92-93.)
B. YOUNG’S EMPLOYMENT AND DISCIPLINARY HISTORY
Young was hired by SunGard as a Data Entry Associate on August 22, 2007. (Doc.
19-2 at 97.) She remained in that position throughout her employment working in the service
bureau processing information for the FRTIB contract. (Id. at 99.) For the period relevant
to this case, Young’s Supervisor was Leonard Crear, age 42, and Crear’s supervisor, the
Manager of the FRTIB Service Bureau, was Mitchel “Mitt” Ware, age 37. (Doc. 19-1 ¶ 8;
doc. 19-3 at 7.) The local Human Resources Representative was Debi Sisson, age 57, and
Joyce LaMere, age 57, was the Vice President of Human Resources for the division. (Doc.
19-1 ¶ 8; doc. 19-3 at 7.)
During her employment, Young received a copy of SunGard’s Global Business
Conduct and Compliance Program, which included SunGard’s anti-discrimination policies
and its polices regarding use of company internet, email, and other communication resources.
(Doc. 19-2 at 114, 117; doc. 19-2, exh. 7, at 114-119, 138-143.) Young acknowledged
receipt of a copy of the Global Business Conduct and Compliance Program on August 24,
2007. (Doc. 19-2, exh. 5, at 90.) On two separate occasions, Young executed confirmations
of the FRTIB Clean Room Requirements. (Id., exh. 3, at 87; id., exh. 4, at 89.)
5
On February 8, 2010, Young received a warning notice for unsatisfactory work
performance for completing only 65% of her monthly performance quota. (Id., exh. 18, at
159.) Two months later, on April 26, 2010, she received a verbal warning for sleeping on
the job. (Id., exh. 20, at 164.) Young acknowledges sleeping on one occasion while working
at her desk and on other occasions while on a break. (Doc. 19-2 at 187-89.) She testified
that a young, male employee named Tony slept on the job “every day all day” during his
employment but he was not disciplined. (Id. at 191-93.) Tony was eventually terminated by
Sungard for sleeping on the job. (Id. at 192-93; doc. 19-4 ¶ 12.)
On February 16, 2011, Young received a Final Written Warning for violating
SunGard’s Clean Room Requirements by bringing her purse and her cell phone into the clean
room. (Doc. 19-2 at 200-01; doc. 19-2, exh. 22, at 173.) She testified that she had brought
her purse and cell phone in the clean room and that she knew such conduct was a violation
of SunGard’s Clean Room Requirements. (Doc. 19-2 at 201, 205-06.) She contends that
some employees were allowed to violate the Clean Room Requirements without discipline;
however, she acknowledges that other employees received written warnings for violation of
the Clean Room Requirements. (Id. at 204, 207.) Ware testified that at least two employees
were terminated for violation of the Clean Room Requirements – April Smith and Nicholas
Sawyer. (Doc. 19-4 ¶ 12.)
The record also contains warning notices Young received for punctuality and
attendance. (Doc. 19-2, exh. 19, at 160-63; id., exh. 21, at 165-72.) Young testified that
6
these warning notices correctly reflected the times she was tardy and/or absent. (Doc. 19-2
at 183-85, 199-200.) On August 3, 2011, Young received a written warning regarding an
unexcused absence and excessive tardiness. (Doc. 19-2, exh. 23, at 174.) She does not
dispute that she was in fact tardy on the days for which she received discipline. (Doc. 19-2
at 208.) However, she argues that younger, non-disabled employees were not similarly
disciplined for tardiness or unexcused absences, but this assertion is not supported by the
record. Ware testified that a number of employees – who were under 40 and without a
known disability – received similar disciplinary notices for tardiness. (Doc. 19-4 ¶ 12.)
C. YOUNG’S ALLEGATIONS OF DISABILITY AND HARASSMENT
Young contends that she “suffers from a number of disabling physical conditions,
including anxiety, depression, sleep apnea, high blood pressure, and plantar fasciitis. (Doc.
19-1 ¶ 9.) She testified that she also has back pain. (Doc. 19-2 at 38-39.) She testified that
her back pain limits her ability to stand for long period. (Id. at 43.) She has been given work
restrictions due to her back pain, but she does not currently have any work restrictions. (Id.
at 46-47.) She also testified that the pain from her plantar fasciitis hampered her ability to
concentrate and impaired her ability to walk. (Id. at 48.) Young testified that she is not
currently being treated for depression, although she has been prescribed medications for
depression in the past. (Doc. 19-2 at 50.) She does not see a doctor for medical treatment on
a regular basis. (Id. at 38.)
7
Young testified that, during her employment, she was subjected to harassment due to
her disabilities. (Id. at 282-86.) The alleged harassment included her co-employees being
mean to her, ignoring her, not inviting her to join them for after-hours activities, leaving her
off mass emails, making her sit in the back of the room, being hard on her, and tattling on
her. (Id. at 53-55, 65-66, 283-86.) According to Young, she was “bullied in silence.” (Id.
at 70.) She also testified that her co-workers called her “gay” and questioned her sexual
orientation. (Id. at 55-56, 64-65.) She also testified that she overheard a Supervisor tell
another employee to stop talking to her. (Id. at 72-73.)
Young contends that Debi Sisson, the Human Reasources Manager, harassed her
based on her disability by telling Young “if I had a disability, I would just stay home.” (Id.
at 238-39, 240; doc. 19-5 ¶¶ 2, 7.) Sisson testified that she made this comment in response
to a statement Young made “in which she indicated to [Sisson] that she was at work even
though she was not well.” (Doc. 19-5 ¶ 7.) Sisson testified she made the statement to Young
about staying home “in conjunction with an explanation to Young that she did not have to
come to work on days when she was suffering from an FMLA-approved medical condition.”
(Id.)
Young also testified that she was harassed by Lisa Peterson because of her age. (Doc.
19-2 at 289.) She described this alleged harassment as follows: “[Peterson] would be the
one that – I mean, I remember her coming down, you know, to tell people, like you know,
everything that she would—it was like whatever I did, then it would come out, well, y’all
8
can’t do that no more. She just has her way. She tiptoes around there.” (Id.) She testified
that Peterson, a Team Leader, and “management” harassed her “because of maybe the certain
things that maybe some people do at their age, maybe key slower or sleep on their breaks.”
(Id. at 288-89.)
SunGard’s Sexual and Other Discriminatory Harassment Policy states that employees
who believe that they have been subjected to discriminatory harassment (including age and/or
disability-based harassment) are “require[d] . . . to promptly notify [their] Supervisor, [their]
Human Resources representative or the Chief Compliance Officer.” (Doc. 19-2, exh. 7, at
142.) Young complained to Ware about the treatment she was receiving from other
employees on one occasion; she told Ware that, “People, they don’t like me.” (Doc. 19-2 at
160.) She added that she never told Ware, “Hey, they are discriminating against me.” (Id.)
At no time during her employment did Young make a complaint to any member of SunGard
management of discrimination or harassment based on disability or age or any other protected
characteristic. (Doc. 19-2 at 113, 290.)
D. YOUNG’S WORKERS’ COMPENSATION CLAIM AND FMLA REQUESTS
On December 23, 2010, Young reported to SunGard that she had suffered an on-thejob injury to her finger by falling down the stairs at work. (Doc. 19-2 at 276-77.) She
received medical treatment and benefits through workers’ compensation. (Id. at 278-79.)
Young requested and was granted FMLA leave repeatedly during her employment
with SunGard. Aetna administers FMLA leave requests for SunGard’s Service Bureau
9
employees. (Id. at 219-20.) When an employee requests leave, Aetna processes the
paperwork and reviews the medical documentation to approve or disapprove the leave
request. (Id. at 220-21.) Aetna’s records reflect that Young was approved for medical leave
29 times and denied leave twice during her employment. (Doc. 19-2, exh. 26, at 179-80.)
She testified that her leave was approved every time that she provided proper documentation
to Aetna. (Doc. 19-2 at 224.)
In May 2011, SunGard held a meeting to educate all employees about the FMLA and
address potential FMLA abuse. (Id. at 214-16.) Young contends that, after the meeting, her
supervisors called her aside to talk to her about her use of FMLA. (Id. at 217-19.) She
testified that she was told that her FMLA leave was “not adding up,” but she conceded that
she was allowed or approved for all requested FMLA leave. (Id.)
E. EVENTS LEADING TO YOUNG’S TERMINATION
On September 9, 2011, Young sent an email to a number of other employees in the
Service Bureau inviting them to have some of the candy she was keeping at her desk. (Id.
at 133; doc. 19-2, exh. 11, at 152.) In this email, Young wrote:
Hey Everybody. I have candy @ My Desk for Everyone who would like a
piece. . . .
Oh . . I almost forgot! Everybody except Rhonda Nicholson. She is BAD!
On top of that; She is wanted by the Police. And Yes she is ARMED! “she
stay strapped” I’M NOT JOKING.
(Doc. 19-2, exh. 11, at 152 [capitalization in original].) She sent a copy of the email to Ware,
Sisson, and Crear. (Id.)
10
After receiving the email, Young’s supervisor, Leonard Crear met with Young and
gave her a verbal reprimand for her inappropriate use of email and making harmful
statements about a fellow employee. (Doc. 19-6 ¶ 4.) Young told Crear that, despite her
statement that she was “not joking,” she was joking about Nicholson and she told him that
she would send a follow-up email to that effect. (Id.) Crear testified that he specifically
instructed Young not to send any other email regarding the matter, although Young disputes
this testimony.5 (Id.; doc. 19-2 at 139-40.) Later that evening, Young sent another email to
the same group of employees stating that she was only joking about Nicholson. (Doc. 19-2,
exh. 12, at 153.) This email, which was also copied to Ware, Sisson, and Crear, stated:
Hey Everybody! I still have Candy @ My Desk for Everyone. But I need to
make Something Clear . . Rhonda Nicholson is NOT an “OUT LAW” as I
said in the first email. She is not wanted by the Police. She isn’t Armed, and
neither does she ‘stay strapped’. She IS!! Bad Though. . .
I was told by Management that my statement was a bit ON EDGE. I felt bad
and wanted to clarify. I also Let Mgt. Know That I would send this email,
once I got home.
I was telling Rhonda – that as I was typing the first Email – I was cracking up
as I pictured Her Coming to My Desk (matter of factly) and taking the entire
Bowl “Of Candy” to combat my statement. LOL! She got a HUGE Laugh
Out Of It All!! I was Happy Because It was All In Humor! The Sole Purpose
of Joking “To Rhonda” In the email is because she is fun and funny IMHO and
I knew she would Crack Up! But never the less I am Sorry for Joking[.]
(Id. [capitalization in original])
5
Young testified that Crear told her she could send a second email from “home to
work.” (Doc. 19-2 at 139.)
11
After learning of the second email, Crear informed Ware and LaMere that he had
specifically instructed Young not to send the second email. (Doc. 19-6 ¶ 5 and exh. A.)
Nicholson was questioned by LaMere as part of the decisionmaking process for disciplining
Young for improper use of company email. (Doc. 19-1 ¶ 10.) Nicholson told LaMere that
she had been very offended by Young’s email messages. (Id.)
Also, as part of the investigation, SunGard reviewed its computer system to determine
the level of Young’s personal use of the system. (Id. ¶ 11.) Upon review, LaMere
discovered that Young had used Sunguard’s computer system to send and receive a large
volume of personal communication, including a number of inappropriate jokes with coworkers and outside individuals. (Id.) SunGard also discovered that, on September 9, 2011,
the same date that she had sent the Nicholson email, Young had set up her telephone and
personal computer to forward her personal text messages and emails to her work email
account. (Id. ¶ 12.) On September 14, 2011, Young sent messages to a number of her family
members and encouraged them to correspond with her at work through her work email
account. (Doc. 19-2 at 149-53; doc. 19-2, exh. 13, at 154; id., exh. 14, at 155, id., exh. 15,
at 156.) This communication with outside individuals was problematic for SunGard in two
respects: (1) by sending and receiving text messages through her work email, Young was
by-passing the Clean Room Requirement prohibiting the use of personal communication
devices; and (2) many of the texts that she ultimately exchanged were sexually explicit and
12
entirely inappropriate for the workplace. (Doc. 19-1 ¶ 12; doc. 19-4 ¶ 8; doc. 19-2, exh. 8,
at 149; id., exh. 9, at 150; id., exh. 10, at 151.)
Ware decided to terminate Young and LaMere reviewed and approved his decision.
(Doc. 19-4 ¶ 9; doc. 19-1 ¶ 13.) Ware testified:
Young was terminated because: (a) she sent an e-mail to co-employees and
supervisors making alarming and hurtful comments about another employee
being armed and wanted by the police; (b) after being specifically warned by
her supervisor not to send another e-mail on the subject, she insubordinately
did so anyway; (c) upon review of its computer systems, [Sungard] discovered
that Young had engaged in a large volume of personal e-mail use on the
company’s e-mail system; (d) while her conduct was under review, Young
forwarded her personal text messages to come through her work e-mail; (e)
those text messages, which by-passed the company’s clean room requirements,
included graphic sexual messages . . . ; and (f) Young had a prior history of
discipline for performance issues, attendance and violation of policy.
(Doc. 19-4 ¶ 10.)
The termination decision was communicated to Young during a meeting on September
15, 2011, with Ware and Crear; Sisson and LaMere attended by phone. (Doc. 19-2 at 14749.) LaMere informed Young she was being terminated because of her inappropriate use of
email. (Id. at 148) On September 15, 2011, Young was forty-five years old. (See doc. 1-1
at 2.) There was no mention of age, disability or family medical leave during the call. (Doc.
19-2 at 149.)
Young contends that a number of her female co-workers viewed an email depicting
male strippers. (Doc. 22-2 ¶¶ 3-4.) Ware and LaMere deny knowing about the stripper
email. (Doc. 19-1 ¶ 15; doc. 19-4 ¶ 14.) Also, Young contends that Jenna Lambert, a co-
13
employee, sent an email with pictures of obese women at Wal-Mart wearing bikinis and other
revealing clothing. (Doc. 19-2 at 312, 316-17.) Ware testified he was aware of the Wal-Mart
email and he believes that he verbally warned Lambert about sending the email. (Doc. 19-4
¶ 14.) LaMere denies knowing about the Wal-Mart email. (Doc. 19-1 ¶ 15.) Young
contends that Nicholson would simulate fights with another co-worker, (doc. 19-2 at 311),
and that an unidentified data entry associate allegedly walked around the office and
pretended to be on a battle ship ready to “take people down,” (id. at 171-73).
SunGard did not employ anyone to specifically replace Young. (See doc. 19-3 at 8.)
On September 26, 2011, the staffing company, Aerotek, filled three requisitions for open
positions for data entry operators, including Young’s former position. (Id.) The positions
were filled with Aerotek employees. (Id.) According to its Interrogatory responses,
“Defendant does not know the age of the Aerotek employees or whether they suffered from
any disability.” (Id.)
III. DISCUSSION
A. PLAINTIFF’S DISABILITY STATUS
To succeed on any claim under the ADA, Young must first demonstrate that she is an
individual with a disability as defined by 42 U.S.C. 12102(1). See Rossbach v. City of
Miami, 371 F.3d 1354, 1356-57 (11th Cir. 2004). “The ADA defines ‘disability’ to include:
‘(A) a physical or mental impairment that substantially limits one or more of the major life
activities of such individual; (B) a record of such impairment; or (C) being regarded as
14
having such an impairment.’” Id.; see also 42 U.S.C. § 12102(1). “Major life activities” are
activities such as “caring for oneself, performing manual tasks, seeing, hearing, eating,
sleeping, walking, standing, lifting, bending, speaking, breathing, learning, reading,
concentrating, thinking, communicating, and working.” Id. (2)(A). Plaintiff has offered very
little evidence to establish that she is an individual with a disability as defined by the ADA.
However for purposes of deciding whether defendant’s Motion for Summary Judgment is
due to be granted, the court has assumed Young has a disability.
B. DISCRIMINATION WITH REGARD TO DISCIPLINE
SunGard contends that Young’s discriminatory discipline claims are due to be
dismissed as untimely and/or based on a lack of evidence of discrimination.
1. Timeliness of Claims
In promulgating the ADA, Congress adopted the charge-filing procedures set forth
in Title VII. 42 U.S.C. § 12117(a)(citing 42 U.S.C. § 2000e-5). These procedures require,
inter alia, that an employee file a Charge with the EEOC within 180 days of the date of the
discrimination, and, after the EEOC issues a right-to-sue letter, the employee must file suit
in the district court within 90 days. 42 U.S.C. § 2000e-5(e)-(f). The ADEA also requires a
claimant to file a Charge with the EEOC charge “within 180 days after the alleged unlawful
practice occurred.” 29 U.S.C.A. § 626(d)(1)(A).
Young filed her EEOC Charge on December 27, 2011. (Doc. 1-1 at 1.) Thus, any
discrete act of discrimination for which she makes a claim must have occurred on or after
15
June 30, 2011. Young asserts claims for discriminatory discipline based upon a written
warning for performance on February 8, 2010, a verbal warning for sleeping on the job on
April 26, 2010, and a final written warning for violation of clean room requirements on
February 16, 2011. She argues that these claims are timely because the discipline constituted
part of a continuing violation. (Doc. 21 at 24-25.) The court disagrees. The court finds that
the alleged discriminatory disciplinary actions were discrete acts that are time-barred. Stovall
v. Hancock Bank of Alabama, Inc., No. 2:12-CV-1036-MEF, 2013 WL 3357851, *7 (M.D.
Ala. July 3, 2013)(citing Nat’l R.R. Passenger Corp. v. Morgan, 536 U.S. 101, 113 (2002);
Davis v. Coca–Cola Bottling Co. Consol., 516 F.3d 955 (11th Cir. 2008); Tarmas v.
Secretary of the Navy, 433 Fed. App’x 754, 760 (11th Cir. 2011)).
Therefore, defendant’s Motion for Summary Judgment will be granted as to plaintiff’s
discriminatory discipline claims based on these incidents.
2. Prima facie case and pretext
The only timely claim for discriminatory discipline asserted by Young is the claim
based upon the written warning she received on August 3, 2011 for tardiness and unexcused
absence.
In this Circuit, the familiar burden-shifting analysis of McDonnell Douglas6 applies
to ADEA and ADA claims based on circumstantial evidence. See Sims v. MVM, Inc., 704
6
McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973).
16
F.3d 1327, 1332-33 (11th Cir. 2013)(ADEA); Hilburn v. Murata Electronics North America,
Inc., 181 F.3d 1220, 1226 (ADA).
McDonnell Douglas and subsequent decisions have established an
allocation of the burden of production and an order for the presentation of
proof in . . . discriminatory-treatment cases. First, the plaintiff must establish
a prima facie case of discrimination. . . . The burden [then] shift[s] to [the
defendant] to produce evidence that the plaintiff was rejected, or someone else
was preferred, for a legitimate, nondiscriminatory reason. This burden is one
of production, not persuasion; it can involve no credibility assessment. [When
the defendant offers] admissible evidence sufficient for the trier of fact to
conclude that [the plaintiff] was fired [for a legitimate, nondiscriminatory
reason], the McDonnell Douglas framework – with its presumptions and
burdens – disappear[s], and the sole remaining issue [is] discrimination vel non
....
Although intermediate evidentiary burdens shift back and forth under
this framework, the ultimate burden of persuading the trier of fact that the
defendant intentionally discriminated against the plaintiff remains at all times
with the plaintiff. And in attempting to satisfy this burden, the plaintiff – once
the employer produces sufficient evidence to support a nondiscriminatory
explanation for its decision – must be afforded the opportunity to prove by a
preponderance of the evidence that the legitimate reasons offered by the
defendant were not its true reasons, but were a pretext for discrimination. That
is, the plaintiff may attempt to establish that he was the victim of intentional
discrimination by showing that the employer’s proffered explanation is
unworthy of credence.
Reeves v. Sanderson Plumbing Products, Inc., 530 U.S. 133, 142-43(2000)(internal citations
and quotations omitted).
“To establish a prima facie case of disparate treatment, [Young] must show: (1) she
is a member of a protected class; (2) she was subjected to adverse employment action; (3) her
employer treated similarly-situated . . . employees [outside the protected class] more
17
favorably; and (4) she was qualified to do the job.” Maniccia v. Brown, 171 F.3d 1364, 1368
(11th Cir. 1999)(citations omitted); see also East v. Clayton County, 436 Fed. Appx. 904,
911 (11th Cir. 2011)(ADEA)(citing Zaben v. Air Prods. & Chems., Inc., 129 F.3d 1453, 1457
(11th Cir. 1997);7 Collado v. United Parcel Service, 419 F.3d 1143, 1149 (11th Cir.
2005)(ADA).8 “In determining whether employees are similarly situated for purposes of
establishing a prima facie case, it is necessary to consider whether the employees are
involved in or accused of the same or similar conduct and are disciplined in different ways.”
Maniccia 171 F.3d at 1368 (citations omitted). “The most important factors in the
disciplinary context are the nature of the offenses committed and the nature of the
7
Eleventh Circuit Rule 36-2 provides, in pertinent part, “An opinion shall be
unpublished unless a majority of the panel decides to publish it. Unpublished opinions are
not considered binding precedent, but they may be cited as persuasive authority.” 11th Cir.
R. 36-2 (emphasis added).
8
The prima facie case under the ADA is stated somewhat differently: “To establish
a prima facie case of discrimination under the ADA, a plaintiff must show: (1) he is disabled;
(2) he is a qualified individual; and (3) he was subjected to unlawful discrimination because
of his disability.” Holly v. Clairson Industries, 492 F.3d 1247, 1255-56 (11th Cir. 2007).
“An employer unlawfully discriminates against a qualified individual with a disability by
taking adverse action against him because of the disability, or by failing to provide
‘reasonable accommodations’ for the disability, unless doing so would impose an undue
hardship on the employer.” Howard v. Steris Corp. 886 F. Supp. 2d 1279, 1291 (M.D. Ala.
2012)(citing 42 U.S.C. § 12112(b)(5)(A); 29 C.F.R. § 1630.9(a)). In the case of allegations
of failure to accommodate an individual with a disability, the plaintiff need not identify a
comparator to establish a prima facie case. Holly, 492 F.3d at 1261-62. However, “[t]o
establish unlawful disparate treatment, a plaintiff generally must demonstrate that his
employer treated similarly situated employees outside of his protected class more favorably
than he was treated.” Wolfe v. Postmaster General, 488 Fed. Appx. 465, 468 (11th Cir.
2012)(citing Burke–Fowler v. Orange Cnty., 447 F.3d 1319, 1323 (11th Cir. 2006))(emphasis
added).
18
punishments imposed.”
Id. (citations omitted).
“[T]he quantity and quality of the
comparator’s misconduct [must] be nearly identical to prevent [the court] from
second-guessing [an] employer[’s] reasonable decisions and confusing apples with oranges.”
Id. (citations omitted).
Young does not dispute that she was in fact tardy and/or absent as set forth in the
written warning. She testified that she believed other employees were tardy or absent but
were not written up. However, nothing in the record supports her belief. To the contrary,
the record contains evidence that other employees, including younger employees and/or
employees with no known disabilities such as Venora Redrick, were disciplined for tardiness
and attendance. The court finds that plaintiff has not established that other employees
outside her protected classes were treated more favorably with regard to discipline.
Nevertheless, even if the court assumes a prima facie case of discriminatory
discipline, SunGard has presented a legitimate, non-discriminatory reason for issuing the
discipline, which Young has not rebutted.
A plaintiff may establish pretext “either directly by persuading the court that
a discriminatory reason more likely motivated the employer or indirectly by
showing that the employer’s proffered explanation is unworthy of credence.”
Brooks v. County Com’n of Jefferson County, Ala., 446 F.3d 1160, 1163 (11th
Cir. 2006)(quotation omitted). Either way, “[i]f the proffered reason is one
that might motivate a reasonable employer, a plaintiff cannot recast the reason
but must meet it head on and rebut it . . . . Quarreling with that reason is not
sufficient.” Wilson [v. B/E Aerospace, Inc.], 376 F.3d [1079,] 1088 [(11th Cir.
2004)]; see also Rioux v. City of Atlanta, Ga., 520 F.3d 1269, 1278 (11th Cir.
2008)(“It is the plaintiff's burden not merely to raise a suspicion regarding an
improper motive, but rather to demonstrate there is a genuine issue of material
fact that the employer’s proffered reason for [the adverse employment action]
19
was pretextual.”). The ultimate burden of persuasion remains with the
plaintiff. See E.E.O. C. v. Joe's Stone Crabs, Inc., 296 F.3d 1265, 1273 (11th
Cir. 2002). Thus, “[i]f the plaintiff does not proffer sufficient evidence to
create a genuine issue of material fact regarding whether each of the defendant
employer's articulated reasons is pretextual, the employer is entitled to
summary judgment.” Chapman v. AI Transport, 229 F.3d 1012, 1024-25 (11th
Cir. 2000)(en banc).
Pears v. Mobile County, 645 F. Supp. 2d 1062, 1089-90 (S.D. Ala. 2009).
SunGard asserted that Young was written up for being late for work repeatedly and
was absent without an excuse; Young has not rebutted these reasons for her discipline. See
Mitchell v. USBI Co., 186 F.3d 1352, 1354 (11th Cir. 1999). In order to meet her burden,
Young must “meet the reason head on and rebut it.” Chapman v. AI Transport, 229 F.3d
1012, 1030 (11th Cir. 2000). In this case, rather than rebut the reason for her discipline,
Young admits that for her written warning was for the reasons stated and that those reasons
are accurate, and she has not presented evidence that she was given the written warning
because of her age or disability. Therefore, the court finds that plaintiff has not shown that
defendant’s articulated reason for the written warning is unworthy of credence and/or that
the real reason for the discipline was discriminatory animus based on her age or disability.
Defendant’s Motion for Summary Judgment as to plaintiff’s discriminatory discipline
claims based on the written warning of August 3, 2011, will be granted and such claims will
be dismissed.
20
C. DISCRIMINATION WITH REGARD TO TERMINATION.
1. Age Discrimination
Young testified in her deposition that she did not believe that her termination was
motivated by her age. (Doc. 19-2 at 233.) During oral argument at the hearing on this
matter, Young’s counsel conceded that she was not pursuing a termination claim based on
age discrimination. Therefore, defendant’s Motion for Summary Judgment will be granted
on this claim.
2. Disability Discrimination
“To establish unlawful disparate treatment, a plaintiff generally must demonstrate that
his employer treated similarly situated employees outside of his protected class more
favorably than he was treated.” Wolfe, 488 Fed. Appx. at 468. Young can state a prima facie
case if she can present evidence that an employee outside her protected class, who was
similarly situated to her in all relevant respects, was treated more favorably with regard to
nearly identical conduct. See Wilson v. B/E Aerospace, Inc., 376 F.3d 1079, 1091 (11th Cir.
2004); Maniccia, 171 F.3d at 1368.
The undisputed evidence demonstrates that Young was terminated for violation of
SunGard’s policies. Specifically, SunGard terminated plaintiff because she sent a mass email
falsely stating that another employee was armed and dangerous; forwarded her personal text
messages to her work email account; encouraged her friends and relatives to communicate
with her through her work email account; and sent and received a large number of personal
21
emails on her work email during work time, including some that were sexually graphic. At
the time of her termination, Young had a history of discipline for poor performance, poor
attendance, and policy violations. Those responsible for the decision to terminate Young,
Ware and LaMere testified that no other employee engaged in the same or nearly-identical
misconduct. Young has not presented evidence to dispute this testimony.
Young argues that other employees sent or viewed inappropriate emails. However,
she has not shown that the decisionmakers were aware of all the inappropriate emails or that
these employees had taken steps to forward personal texts and emails to their work email
account. Because the court finds that the incidents of inappropriate emails upon which
plaintiff relies are not “nearly identical” to the conduct for which plaintiff was terminated,
the court finds plaintiff has not established a prima facie case of discriminatory termination
based on her disability. Because Young cannot state a prima facie case, summary judgment
is required. See Holifield v. Reno, 115 F.3d 1555, 1562 (11th Cir. 1997).
However, even if the court assumes a prima facie case of disability discrimination,
SunGard would be entitled to summary judgment because Young has not demonstrated that
SunGard’s articulated reasons for her termination are unworthy of credence and/or the real
reason for her termination was disability discrimination. Young has the burden of persuading
the court that the proffered reason for the employment decision is a pretext for an unlawful
action.
See Reeves, 530 U.S. at 142-43; St. Mary’s Honor Center v. Hicks, 509 U.S. 502,
514 (1993). “[P]laintiff must demonstrate ‘such weaknesses implausibilities, inconsistencies,
22
incoherence, or contradictions in the employer’s proffered legitimate reasons for its action
that a reasonable factfinder could find [all of those reasons] unworthy of credence.’”
Watkins v. Sverdrup Technology, Inc., 153 F. 3d 1308, 1314 (11th Cir. 1998)(quoting Combs
v. Plantation Patterns, 106 F.3d 1519, 1538 (11th Cir. 1997)). A proffered reason is shown
to be pretext for discrimination only when it is shown that the reason was false and that
discrimination was the real reason. Brooks, 446 F.3d at 1163.
Young has produced no evidence to cast doubt on SunGard’s articulated reasons for
her termination. In fact, she has admitted all of the inappropriate conduct that led to her
termination: She admitted sending the emails about Nicholson, she admitted forwarding her
personal text messages to her email, and she admitted to engaging in the sexually graphic
exchange emails on her work computer during work hours. Her belief or speculation that
SunGard terminated her because of her disability does not create an inference of
discrimination or satisfy her burden to respond to defendant’s properly supported motion for
summary judgment. See Coutu v. Martin County Bd. of County Comm’rs, 47 F.3d 1068,
1073-74 (11th Cir. 1995).
Defendant’s Motion for Summary Judgment as to plaintiff’s disability claim based on
her termination will be granted and such claim will be dismissed.
D. HOSTILE WORK ENVIRONMENT
To state a claim for disability or age-based harassment, an employee must meet the
same standard utilized for a hostile work environment under Title VII. See EEOC v. Massey
23
Yardley Chrysler Plymouth, Inc., 117 F.3d 1244, 1249 (11th Cir. 1997)(age); Stedman v.
Bizmart, Inc., 219 F. Supp. 2d 1212, 1219-20 (N.D. Ala. 2002)(disability). In a hostile work
environment case, “the plaintiff must show that the work environment was so pervaded by
discrimination that the terms and conditions of employment were altered.” Vance v. Ball
State University, 133 S. Ct. 2434, 2441 (2013)(citations omitted). A plaintiff establishing
a violation of the ADA and/or the ADEA based on harassment when she can show “the
workplace is permeated with . . . discriminatory intimidation, ridicule, and insult that is
sufficiently severe or pervasive to alter the conditions of [her] employment and create an
abusive working environment.” See Jones v. UPS Ground Freight, 683 F.3d 1283, 1292
(11th Cir. 2012)(citations omitted); see also Harris v. Forklift Systems, Inc., 510 U.S. 17, 21
(1993).
An employer is therefore liable to an employee for a [discriminatory] hostile
work environment under . . . if the employee proves that:
(1) he belongs to a protected group; (2) he was subjected to
unwelcome harassment; (3) the harassment was based on his
membership in the protected group; (4) it was severe or
pervasive enough to alter the terms and conditions of
employment and create a hostile or abusive working
environment; and (5) the employer is responsible for that
environment under a theory of either vicarious or direct liability.
Id. (quoting Edwards, 602 F.3d at 1300). “The fourth element – that the conduct complained
of was sufficiently severe or pervasive to alter the conditions of employment and create an
abusive work environment – is the element that tests the mettle of most [hostile environment]
harassment claims.” Gupta v. Florida Bd. of Regents, 212 F.3d 571, 583 (11th Cir. 2000).
24
“While not everything that makes an employee unhappy is an actionable adverse action,
conduct that alters an employee's compensation, terms, conditions, or privileges of
employment does constitute adverse action under Title VII.”
Shannon v. Bellsouth
Telecommunications, Inc., 292 F.3d 712, 716 (11th Cir. 2002).
Young must demonstrate that “the workplace is permeated with ‘discriminatory
intimidation, ridicule, and insult’ that is ‘sufficiently severe or pervasive to alter the
conditions of the victim’s employment and create an abusive working environment.’” Harris
v. Forklift Systems, Inc., 510 U.S. 21 (1993)(internal citations omitted). The Eleventh Circuit
has held:
It is a “bedrock principle that not all objectionable conduct or language
amounts to discrimination under Title VII.” Reeves v. C.H. Robinson
Worldwide, Inc., 594 F.3d 798, 809 (11th Cir. 2010)(en banc). Therefore, only
conduct that is “based on” a protected category, such as race, may be
considered in a hostile work environment analysis. See Gupta v. Florida Bd.
of Regents, 212 F.3d 571, 584 (11th Cir. 2000), abrogated on other grounds
by Burlington N. & Santa Fe Ry. Co. v. White, 548 U.S. 53, 126 S. Ct. 2405,
165 L. Ed. 2d 345 (2006). “Innocuous statements or conduct, or boorish ones
that do not relate to the [race] of the actor or of the offended party (the
plaintiff), are not counted.” Id. at 583; see also Baldwin v. Blue Cross/Blue
Shield of Ala., 480 F.3d 1287, 1301-02 (11th Cir. 2007)(“Title VII does not
prohibit profanity alone, however profane. It does not prohibit harassment
alone, however severe and pervasive. Instead, Title VII prohibits
discrimination, including harassment that discriminates based on a protected
category . . . .”). This “inquiry requires careful consideration of the social
context in which particular behavior occurs and is experienced by its target.”
Oncale v. Sundowner Offshore Servs., Inc., 523 U.S. 75, 81, 118 S. Ct. 998,
1003, 140 L. Ed. 2d 201 (1998).
Jones, 683 F.3d at 1297 (11th Cir. 2012); see also Laosebikan v. Coca-Cola Co., 167 Fed.
Appx. 758, 765 (11th Cir. 2006).
25
Young’s claim of a hostile work environment under the ADEA warrants little
discussion. Young was forty-one years old when SunGard hired her and forty-five years old
when it terminated her. She has presented no evidence of any age-based comments or
epithets during her employment. Moreover, the record contains no evidence of severe and
pervasive intimidation, ridicule, or insult based on her age sufficient to alter her work
environment. Therefore, summary judgment is appropriate on the ADEA hostile-work
environment claim.
As to her disability harassment claim, Young alleges that her coworkers and her
supervisors ignored her and, when she was not ignored, her coworkers and supervisors were
mean to her. These actions and inactions, to the extent the record supports Young’s
allegations, were not based on her alleged disabilities and, therefore, cannot form the basis
of a hostile work environment claim. See Stedman, 219 F. Supp. 2d at 1223 (citing Gupta,
212 F.3d at 583-84). For instance, Young testified that she was called gay by her coworkers; being gay is not a disability. Being called gay is not a reference to any of the
claimed conditions supporting plaintiff’s assertion that she is disabled. Therefore, the court
has not considered Young’s report of being called “gay” as supporting her claim of disability
harassment.
26
Also, Young contends that Sisson made the statement to her that “if I had a disability,
I would just stay home.” To the extent this statement is indicative of disability bias,9 a
reasonable person would not find this statement intimidating, ridiculing, or humiliating in
context. See Oncale, 523 U.S. at 81. The remarks of which Young complains were isolated
and not overt. The court finds that a reasonable person in plaintiff’s position would not feel
that his or her work environment had been altered by harassing conduct based on his or her
disability.
Therefore, defendant’s Motion for Summary Judgment as to plaintiff’s hostile work
environment claim based on disability harassment is due to be granted and such claim
dismissed.
E. RETALIATION UNDER THE ADA
Pursuant to the ADA, “No person shall discriminate against any individual because
such individual has opposed any act or practice made unlawful by this chapter or because
such individual made a charge . . . or participated in any manner in an investigation,
proceeding, or hearing under this chapter.” 42 U.S.C. § 12203(a). “This provision creates
a prohibition on retaliation under the ADA that is similar to Title VII's prohibition on
retaliation. Accordingly, [the court] assess[es] ADA retaliation claims under the same
framework [it] employ[s] for retaliation claims arising under Title VII.” Stewart v. Happy
9
Sisson testified that she made this statement in response to Young’s statement to her
that she was at work despite not feeling well.
27
Herman's Cheshire Bridge, Inc., 117 F.3d 1278, 1287 (11th Cir. 1997) (citation omitted).
In order to prove an ADA retaliation claim, a plaintiff must show that: (1)[she] engaged in
conduct protected by the ADA; (2)[she] was subjected to an adverse employment action at
the time, or after the protected conduct took place; and (3) the defendant took an adverse
employment action against [her] because of [her] protected conduct.” Collado v. United
Parcel Service, 419 F.3d 1143, 1158 (11th Cir. 2005) (internal quotations and citation
omitted). Young alleges that she was terminated in retaliation for protected activity taken
under the ADA; however, the court finds that Young did not engage in any protected activity
at any time during her employment.
“To fall within the scope of the antiretaliation provision, a complaint must be
sufficiently clear and detailed for a reasonable employer to understand it, in light of both
content and context, as an assertion of rights protected by the statute and a call for their
protection.” Kasten v. Saint-Gobain Performance Plastics Corp., 131 S. Ct. 1325, 1335
(2011). Young’s EEOC Charge was filed after her termination; therefore, it cannot be
casaully related to any adverse action taken by SunGard. She made multiple FMLA requests
during her employment, but she did not request an accommodation or complain about
disability discrimination during her employment. In fact, Young’s only internal complaint
about mistreatment was a statement she made to Ware that her coworkers did not like her.
However, this statement is not protected activity because she did not tell Ware her coworkers
did not like her because of her disability or that SunGard was violating the ADA. See
28
Rhodes v. Tuscaloosa County Bd. of Educ., 935 F. Supp. 2d 1226, 1254 (N.D. Ala.
2013)(citing Brown v. City of Opelika, 211 Fed. Appx. 862, 864 (11th Cir. 2006); Sitar v.
Indiana Dept. of Transp., 344 F.3d 720, 727 (7th Cir. 2003)).
Therefore, the court finds that defendant’s Motion for Summary Judgment as to
plaintiff’s ADA retaliation claim is due to be granted and such claim is due to be dismissed.
F. RETALIATORY DISCHARGE UNDER ALA. CODE § 25-5-11.1
In her Complaint, Young alleges a claim for retaliatory discharge based on her
workers’ compensation claim in violation of Alabama Code § 25-5-11.1. Under that section,
an employer may not discharge an employee “solely because the employee has instituted or
maintained any action against the employer to recover workers’ compensation benefits.”
Ala. Code § 25-5-11.1; see also Alabama Power Co. v. Aldridge, 854 So. 2d 554 (Ala. 2002).
During the hearing for this Motion for Summary Judgment, Young’s counsel conceded that
summary judgment was due to be granted on the claim. Therefore, summary judgment will
be granted on the claim of retaliatory discharge under Alabama Code § 25-5-11.1.10
G. FAMILY AND MEDICAL LEAVE ACT
Generally, an employee may raise one of two basic types of FMLA claims: one based
on the employer's denial of or interference with the employee's substantive rights under the
10
Even if not conceded, summary judgment on plaintiff’s retaliatory discharge claim
is appropriate. Young testified in her deposition that she did not believe that she was
terminated because she filed a workers’ compensation claim and she admitted she had no
evidence to support a claim that she was terminated because she filed a workers’
compensation claim. (Doc. 19-2 at 279).
29
FMLA and the other based on the employer's discrimination or retaliation against the
employee for engaging in activity under the FMLA. The Eleventh Circuit has held:
Among the substantive rights granted by the FMLA to eligible employees are
the right to “12 workweeks of leave during any 12–month period ... [b]ecause
of a serious health condition that makes the employee unable to perform the
functions of the position of such employee,” 29 U.S.C. § 2612(a)(1), and the
right following leave “to be restored by the employer to the position of
employment held by the employee when the leave commenced” or to an
equivalent position, 29 U.S.C. § 2614(a)(1). To preserve the availability of
these rights, and to enforce them, the FMLA creates two types of claims:
interference claims, in which an employee asserts that his employer denied or
otherwise interfered with his substantive rights under the Act, see 29 U.S.C.
§ 2615(a)(1), and retaliation claims, in which an employee asserts that his
employer discriminated against him because he engaged in activity protected
by the Act, see 29 U. S .C. § 2615(a)(1) & (2); 29 C.F.R. § 825.220(c) (“An
employer is prohibited from discriminating against employees ... who have
used FMLA leave.”).
Strickland v. Water Works & Sewer Bd., 239 F.3d 1199, 1206 (11th Cir. 2001).
“To state a claim of interference with a substantive right, an employee need only
demonstrate by a preponderance of the evidence that he was entitled to the benefit denied.”
Id. at 1206–07 (citing O'Connor, 200 F.3d at 1353–54; King v. Preferred Technical Group,
166 F.3d 887, 891 (7th Cir. 1999)). “In contrast, to succeed on a retaliation claim, an
employee must demonstrate that his employer intentionally discriminated against him in the
form of an adverse employment action for having exercised an FMLA right.” Id. at 1207
(citing King, 166 F.3d at 891). Young asserts both interference and retaliation under the
FMLA.
30
1. Interference
There is no basis for Plaintiff’s claim for interference with FMLA rights because there
is no evidence that SunGard denied or otherwise interfered with Young’s substantive rights
under the Act. Young applied for and received FMLA leave 29 times during her four-years
of employment with SunGard. Although defendant denied two requests, Young testified her
requested leave was denied when she failed to submit the proper documents to Aetna.
Nothing in the record shows that SunGard ever improperly denied her requests for FMLA
leave or otherwise prevented her from taking leave. Based upon the undisputed facts, the
court finds SunGard is entitled to judgment as a matter of law on Young’s claim of FMLA
interference.
2. Retaliation
Young claims that SunGard terminated her employment in retaliation for her use of
FMLA leave. A plaintiff may attempt to establish retaliation through the use of direct or
circumstantial evidence. Standard v. A.B.E.L. Services, Inc., 161 F.3d 1318, 1330 (11th Cir.
1998); see also Schoenfeld v. Babbit, 168 F.3d 1257, 1266 (11th Cir. 1999)(acknowledging
the availability of either direct or circumstantial evidence). When a plaintiff asserts a claim
of retaliation under the FMLA, in the absence of direct evidence of the employer's intent,
courts apply the familiar burden-shifting framework established by the United States
Supreme Court in McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973), for evaluating
Title VII discrimination claims. Strickland, 239 F.3d at 1207; see Dollar v. Shoney's, Inc.,
31
981 F. Supp. 1417, 1419 (N.D. Ala. 1997). Under that framework, the plaintiff has the initial
burden of establishing a prima facie case of retaliation. Dollar, 981 F. Supp. at 1420 (citing
Morgan v. Hilt, 108 F.3d 1319, 1325 (10th Cir. 1997)); see Combs, 106 F.3d at1527–28. To
state a prima facie case for retaliation, “an employee must allege that: (1) [she] engaged in
a statutorily protected activity; (2) [she] suffered an adverse employment decision; and (3)
the decision was causally related to the protected activity.” Strickland, 239 F .3d at 1207
(citing Parris v. Miami Herald Publ'g Co., 216 F.3d 1298, 1301 (11th Cir. 2000)). If a prima
facie case of retaliation has been established, thereby giving rise to a presumption of
unlawful, disparate treatment, the burden of production shifts to the defendant to rebut the
presumption of retaliation by articulating legitimate, nondiscriminatory reasons for the
contested employment action. Combs, 106 F.3d at 1528 (citing McDonnell Douglas, 411 U.S.
at 802; Burdine, 450 U.S. at 254). The defendant need not persuade the court that it was
actually motivated by the proffered reasons. It is sufficient if the defendant's evidence raises
a genuine issue of fact as to whether it retaliated against the plaintiff. Combs, 106 F.3d at
1528 (quoting Burdine, 450 U.S. at 254–55 (citation and footnote omitted)). “[T]he employer
need only produce admissible evidence which would allow the trier of fact rationally to
conclude that the employment decision had not been motivated by discriminatory animus.”
Combs, 106 F.3d at 1528 (quoting Burdine, 450 U.S. at 257). If the defendant successfully
articulates legitimate, nondiscriminatory reasons for the contested employment action, the
burden shifts back to the plaintiff to show that defendant's stated reasons are merely pretext
32
for unlawful, discriminatory motives. Combs, 106 F.3d at 1528 (citing Burdine, 450 U.S. at
256).
The court finds that Young has not demonstrated a prima facie case of FMLA
retaliation because she has not presented sufficient evidence of a causal connection between
her termination and her requests for FMLA leave. Moreover, even if the court assumed a
connection between her termination and her FMLA leave, the court finds that Young has not
submitted evidence that SunGard’s articulated reasons for her termination are pretext for
unlawful retaliation.
Therefore, the court finds SunGard’s Motion for Summary Judgment is due to be
granted as to plaintiff’s FMLA retaliation claim and such claim will be dismissed.
CONCLUSION
For the foregoing reasons, the court is of the opinion that there are no material facts
in dispute and that defendant is entitled to judgment as a matter of law. An Order granting
defendant’s Motion for Summary Judgment will be entered contemporaneously with this
Memorandum Opinion.
DONE this 17th day of April, 2014.
SHARON LOVELACE BLACKBURN
UNITED STATES DISTRICT JUDGE
33
Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.
Why Is My Information Online?