Watson v. Yavapai, County of
Filing
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ORDER granting 47 Defendant's Motion for Summary Judgment. The Clerk shall enter judgment in favor of Defendant and against Plaintiff. The Clerk shall terminate this case. Signed by Judge Neil V Wake on 6/29/16.(LSP)
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IN THE UNITED STATES DISTRICT COURT
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FOR THE DISTRICT OF ARIZONA
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Theresa Watson and Thomas Watson, wife
and husband, Arizona residents,
Plaintiffs,
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ORDER
v.
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No. CV-14-08228-PCT-NVW
Yavapai County, a political subdivision of
the State of Arizona,
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Defendant.
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Before the Court is Defendant’s Motion for Summary Judgment (Doc. 47) and the
parties’ accompanying statements of facts and briefs. For the reasons that follow, the
Motion will be granted.
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I.
INTRODUCTION
Theresa Watson has suffered from back and neck pain since a 2004 car accident.
During her employment with Yavapai County (“the County”), this pain required her to
take frequent breaks at work or sometimes stay home altogether.
In February 2013, Watson’s boss assigned her to a different position in an effort to
meet a looming deadline. In March 2013, Watson’s pain drastically increased. Conflict
arose between Watson and her boss. Watson requested more breaks and time off, and she
frequently complained to her boss and Human Resources. Watson’s boss met with her,
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reorganized her break schedule, and admonished her negative attitude. In May 2013,
Watson was fired.
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Watson claims the County discriminated against her because of (1) her disability
under the Americans with Disabilities Act (“ADA”), (2) her ADA-protected activity, (3)
her use of leave under the Family and Medical Leave Act (“FMLA”), and (4) her FMLAprotected activity.
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The County seeks summary judgment on all these claims. In the County’s view,
Watson’s disability was accommodated to the extent her doctor instructed, and Watson
was fired for discourtesy and insubordination.
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II.
LEGAL STANDARD
A motion for summary judgment tests whether the opposing party has sufficient
evidence to merit a trial. Summary judgment should be granted if the evidence reveals no
genuine dispute about any material fact and the moving party is entitled to judgment as a
matter of law. Fed. R. Civ. P. 56(a). A material fact is one that might affect the outcome of
the suit under the governing law, and a factual 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).
The movant has the burden of showing the absence of genuine disputes of material
fact. Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986). However, once the movant shows
an absence of evidence to support the nonmoving party’s case, the burden shifts to the party
resisting the motion. The party opposing summary judgment must then “set forth specific
facts showing that there is a genuine issue for trial” and may not rest upon the pleadings.
Anderson, 477 U.S. at 256. To carry this burden, the nonmoving party must do more than
simply show there is “some metaphysical doubt as to the material facts.” Matsushita Elec.
Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 586 (1986).
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In deciding a motion for summary judgment, the Court must view the evidence in the
light most favorable to the nonmoving party, must not weigh the evidence or assess its
credibility, and must draw all justifiable inferences in favor of the nonmoving party. Reeves
v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 150 (2000); Anderson, 477 U.S. at 255.
Where the record, taken as a whole, could not lead a rational trier of fact to find for the
nonmoving party, there is no genuine issue for trial. Matsushita, 475 U.S. at 587.
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III.
MATERIAL FACTS
The following facts are drawn from the County’s Statement of Facts (Doc. 48) and
Watson’s Statement of Facts (Doc. 52), though they are presented in a sequence different
from that of either party’s Statement.
Unless otherwise indicated, these facts are
undisputed. All evidence is viewed in the light most favorable to Watson.
A.
Watson’s employment and doctor’s notes before 2013
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In 2000, Watson was hired as a clerk in the Yavapai County Assessor’s Office
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(“the Office”). In 2004, she injured her back and neck in a car accident. She has
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experienced episodes of pain ever since.
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In 2005, Watson visited Dr. Terry Bagley to address her pain.
Dr. Bagley
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prescribed daily stretching exercises and medication. (Doc. 48-3 at 44.) He also certified
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that Watson “may need 2–3 days per month off of work.” (Doc. 48-4 at 2.)
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In 2007, Dr. Bagley prescribed work restrictions for Watson, including “no sitting
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> 1½ – 2 hours at a time” and “frequent stretch breaks (15 min. every 2 hours).” (Doc.
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48-5 at 63.) These restrictions were “permanent.” (Id.)
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In 2009, Pam Pearsall took office as the elected County Assessor. Watson’s job at
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that time required her to answer phone calls from angry customers. Watson asked to be
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relieved from constantly answering phones. In response, Pearsall created a new position
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combining customer service with other duties. In this new position, Watson continued to
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complain, and Watson’s supervisor reported her negative attitude to Pearsall.
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That same year, Dr. Bagley certified Watson’s possible need for “2–3 days” of
work leave every “1–2 months.” (Doc. 48-5 at 56.) He re-certified this work leave in
2010, 2011, and 2012. (Doc. 48-4 at 12, 19; Doc. 52-2 at 23–24.)
In 2010, Pearsall assigned Watson to a “floater” position, designed to assist
different departments in the Office as needed. Watson’s new supervisor, Tina Bourdon,
received reports from other employees about Watson’s negative comments and reported
Watson’s negative attitude to Pearsall.
That same year, Dr. Bagley prescribed updated work restrictions for Watson,
including “frequent stretch breaks (few minutes every hr.).” (Doc. 48-4 at 15.)
In 2011, Watson asked to work from home. At Bourdon’s suggestion, Pearsall
approved a work-from-home arrangement in which Watson needed to come in to the
office only one day per week.
In December 2012, Pearsall offered Watson a new position in the Office’s
Business and Personal Property section (“the Property section”). Watson declined, in
part because the position would require her to come in to the office more often. Pearsall
then offered the position to someone else, who accepted.
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Watson’s return to working in the office, failure to attend a workshop,
and 30-hour suspension
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In early 2013, the Property section supervisor, Karen Parker, asked Pearsall for
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additional personnel to help the section meet a deadline. Accordingly, Pearsall assigned
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Watson to the Property section for her one day of in-office work per week. Parker then
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asked Pearsall for more of Watson’s time. Accordingly, on February 7, Pearsall changed
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Watson’s work-from-home arrangement to require her to come in to the office two days
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per week, to help the Property section. (Doc. 48-2 at 26.)
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On February 12, the Department of Revenue held a workshop in Phoenix
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regarding property tax issues. Members of the Property section were invited. Watson
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told Parker she would like to attend, and Pearsall approved Watson’s attendance.
However, Watson did not attend.
Upon learning of Watson’s absence, Pearsall interviewed Watson and her coworkers. She concluded that Watson deliberately skipped the workshop because she was
angry about having to come in to the office an additional day each week. In response, on
February 25 Pearsall rescinded the work-from-home arrangement entirely, and on
February 28 she decided to suspend Watson for 30 hours without pay. (Doc. 48-2 at 34,
36.) Pearsall gave Watson a “Notice of Intent” to suspend her, along with a “Statement
of Facts” in support of suspension. (Id. at 36–42.) According to the statement, Watson
“demonstrated insubordination towards several supervisors when she refused to attend an
assigned workshop.” (Id. at 39.) The statement also noted that Watson had recently
made “negative comments” to co-workers about her work assignment, her supervisor’s
decisions, and one of her co-workers. (Id.)
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Watson’s increased FMLA leave, complaint to Human Resources, and
meetings with her boss
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In March 2013, Watson’s back pain drastically increased. She took a week of
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FMLA leave starting March 3. During that week she visited Dr. Bagley. Dr. Bagley
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wrote a note stating that Watson “may need several days off per week at her discretion,”
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to be “re-evaluated in 30 days.” (Doc. 48-4 at 25.) Upon receiving this note, the Office’s
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Human Resources department amended Watson’s FMLA status, noting her “leave
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circumstances have changed considerably.” (Doc. 52-2 at 26.)
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On March 9, Watson wrote a fourteen-paragraph letter to the Office’s Human
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Resources director, Alan Vigneron.1 (Doc. 48-3 at 15–16.) The letter purports to be a
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“continuation” of Watson’s “first formal complaint dated June 8, 2009.” (Id. at 15.) The
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letter complains about a multitude of perceived wrongs, most of which are not unlawful.
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Watson states that she did not write any letters “while on the clock.” (Doc. 52-1
at 8.) The Court assumes this is true for purposes of the present motion.
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For example, the letter claims that the Office has created a “hostile work environment
pursuant to Yavapai County policy,” has engaged in “a pattern of harassment against
[Watson], due to a personality conflict,” has written comments about Watson based on
old information that “has been proven to be false,” has held Watson “to a different
standard then [sic] other employees in the office, due to a personality conflict,” has
demonstrated “hostility towards any employee who questions or rebuts any statements or
policies,” and has disciplined Watson based on “false accusations” and incomplete
“research.” (Id.) The letter also claims that Watson was well-regarded under the Office’s
2005 administration, but that in 2007 she was viewed as “the worst employee” because
she criticized the Office’s new procedures for business and personal property. (Id.) The
letter further claims that Pearsall falsely accused Watson of writing about an article in the
newspaper, retaliated against Watson for asking why she was assigned to the Property
section, and created a “toxic work environment” by hiring family and friends. (Id. at 15–
16.) Only after making all these claims does the letter refer to unlawful activity: namely,
that Pearsall threatened to demote Watson “due to [her] having an ADA, which [Pearsall]
stated made other employees more valuable.” (Id. at 16.)
On March 14, Vigneron showed Watson’s letter to Pearsall. That same day,
Pearsall emailed Vigneron asking whether Watson has an ADA accommodation, “to
make sure we don’t violate any accommodation that we are suppose [sic] to be providing
her.” (Doc. 52-2 at 34.) Vigneron replied that Watson had an accommodation as of 2008
and that they “need to go through the interactive process again.” (Id.)
On March 18, Pearsall contacted Watson to schedule daily meetings with her.
On March 22 through March 25, Watson took four more days of FMLA leave.
On March 26, Watson’s daily meetings with Pearsall began.
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Watson, these meetings were spent discussing her requests for accommodations and work
restrictions, and the meetings also gave Pearsall an idea of how often Watson used
FMLA leave. (Doc. 52, ¶¶ 31, 33, 36, 56.)
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Watson’s continued FMLA leave, additional complaint to Human
Resources, verbal warning from her boss, and revised break schedule
On March 26, Parker asked Pearsall to assign even more personnel to the Property
section.
Parker explained that her staff “is now overloaded and desperately needs
consistent help to meet [their June 3] deadline.” (Doc. 52-2 at 38.) Accordingly, Pearsall
assigned Watson to spend her entire work week helping the Property section, and she
assigned another employee to spend four days a week in the section as well. (Id.)
Pearsall asked Parker to report how many days both employees work at the section each
week, “with absences.” (Id.) Pearsall later testified that when Watson was absent “the
work didn’t get done as quickly.” (Doc. 52-1 at 50.)
Watson took two more days of FMLA leave on March 28 and 29, then three more
days of FMLA leave on April 3 through April 5, and then another week of FMLA leave
starting April 22.
On April 24, while Watson was on leave, she visited Dr. Bagley. As with her last
visit, Dr. Bagley wrote a note stating that Watson “may need several days off per week at
her discretion,” to be “re-evaluated in 30 days at her discretion.” (Doc. 48-4 at 29.) He
also prescribed updated work restrictions, including “no sitting > 1.5 – 2 hrs @ time” and
“frequent stretch breaks.” (Id. at 31.)
On April 29, during Watson’s daily scheduled meeting with Pearsall, Watson said
her back had been hurting and that she needs to get up and stretch more often. (Doc. 52-1
at 19.) Pearsall proposed dividing Watson’s two 15-minute breaks per day into six 5minute breaks, as had been done for other employees. (Id.) Watson said she also tries to
stretch for a few minutes when she goes to the bathroom every hour or so. (Id.) Pearsall
said she would write a revised break schedule for Watson by their next meeting. (Id.)
Later that day, Watson returned to Pearsall’s office. (Id. at 20.) She told Pearsall
the two 15-minute breaks are helpful and that she can also stretch when she goes to the
bathroom. (Id.) Pearsall replied that employees go to the bathroom on their breaks and
lunch only. (Id.) Watson insisted she sees employees go to the bathroom all day long.
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(Id.) Pearsall said she would ask Human Resources about it and that they need to do
whatever makes Watson more productive. (Id.) After that conversation, Watson asked
two Office supervisors whether their bathroom use was restricted.
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On April 30, shortly before Watson’s daily meeting with Pearsall, Watson entered
Pearsall’s office and handed her a typewritten letter. (Doc. 52-1 at 22.) The letter claims
that Pearsall has created “a hostile work environment” and accuses Pearsall of
“attempting to change [Watson’s] breaks to six 5 minute breaks, in order to manipulate
[her] use of the bathroom, except for on lunch or breaks.” (Id.) The letter also states that
the daily meetings “serve no purpose” other than to “belittle” Watson and bait her “into a
conflict.” (Id.) As an example of the “hostile work environment,” the letter explains that
Pearsall criticized Watson’s productivity one day but then complimented her the next
day, indicating Pearsall’s opinion changes “from day to day.” (Id.) The letter concludes
by demanding that Human Resources issue “a statement stating [Watson’s] breaks are
restored or all employees in the [Office] are no longer to take breaks.” (Id.) The bottom
of the letter clarifies that it is “a formal complaint.” (Id.) After handing this letter to
Pearsall, Watson left Pearsall’s office and delivered a copy to Vigneron. (See Doc. 52-3
at 5.)
Later that day, Pearsall gave Watson a verbal warning for using work time to ask
co-workers about their bathroom use and for having a “negative attitude.” (Doc. 48-2 at
44–45.) Pearsall also gave Watson a new break schedule, which allowed six 5-minute
breaks each day instead of two 15-minute breaks. (Id. at 44.)
E.
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Watson’s further FMLA leave, further discipline, further complaints
to Human Resources, and further revised break schedule
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On May 1, Pearsall gave Watson a “Final Written Warning” in response to her
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behavior the previous day, namely, handing Pearsall the typewritten letter and refusing to
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participate in the daily meetings. (Doc. 48-2 at 47–50.) The warning describes this
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behavior as “defiant and insubordinate.” (Id. at 48.) The warning also admonishes
Watson for making personal calls during work time. (Id.)
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Later that day, Watson typed a five-page “official response” to the warning. (Doc.
52-3 at 5–9.) The response is addressed to Pearsall and Vigneron. (Id. at 5.) It denies
that Watson refused to participate in the daily meetings, denies that Watson made any
personal calls, and invokes Watson’s “right to respond to any and all allegations in
writing.” (Id. at 5, 7, 9.) It claims, among other things, that the new break schedule
deprives Watson of “needed physical activity to relieve [her] pain & stress.” (Id. at 6.) It
also challenges Pearsall’s authority to change the break schedule on the grounds that
Pearsall is not a doctor: “But as to my break schedule, Pam [Pearsall] you are not a
doctor and my doctor and I have discussed what meets my needs and a treatment
program.” (Id.) The bottom of the response clarifies that it is part of Watson’s “hostile
work complaint” against Pearsall. (Id. at 9.)
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On May 2 and May 3, Watson took two more days of FMLA leave.
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On May 6 (Monday), Pearsall gave Watson an unscheduled performance
evaluation. (Doc. 48-2 at 55–56.) Watson was marked “Below Standard” in eighteen of
twenty-five categories. (Id. at 55.) In the “Summary of Performance” section, Pearsall
wrote:
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Theresa is often unpleasant when dealing with others. Theresa analysis
[sic] conversations and situations and then misinterprets them, the
misconstrued situation festers in Theresa’s mind then she writes a note in
response, the note is typically accusatory in nature and often demanding
some sort of relief, next Theresa will deliver said note to the Assessor,
supervisor or human resources. Theresa also spreads her misunderstood
events to coworkers thus creating negative work environments all around
her. Theresa does not interact in a professional and courteous manner at all
times with coworkers or the assessor. Theresa does not readily accept
responsibility for her inappropriate behavior. Theresa is currently an “at
risk” employee due to her poor performance in the work place.
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(Id.) By way of comparison, Watson’s previous evaluation on October 1, 2012 marked
her “Below Standard” in only one category. (Doc. 52-3 at 19.) In the “Summary of
Performance” section of that evaluation, Watson’s supervisor wrote only that “Theresa
continues to work from home and is able to meet production goals.” (Id.)
On May 7 (Tuesday), Watson typed a five-page “official response” to Pearsall’s
evaluation. (Doc. 52-1 at 26–30.) The response is addressed to Pearsall and Vigneron.
(Id. at 26.)
It vehemently disagrees with the evaluation and requests supporting
documentation. (Id. at 26–30.) It claims, among other things, that Pearsall told other
employees to “spy” on Watson. (Id. at 26, 30.) The bottom of the response invokes
Watson’s “rights to respond in writing to any written statements” and clarifies that it is a
“continuation” of Watson’s “formal hostile work [sic].” (Id. at 30.)
That same day, Watson gave Pearsall and Human Resources a letter stating that
“the work conditions could cause [her] to resign,” due to “harassment” which is
“detrimental to [her] health.” (Doc. 52-3 at 33.)
Also on that day, Watson asked Parker to verify, in writing, that Watson’s
productivity levels were satisfactory. (Doc. 52-3 at 22.) Parker declined and emailed
Pearsall about the conversation. (Id.) Pearsall then instructed Watson to “refrain from
making demands of Supervisors” because such behavior is inappropriate and decreases
productivity. (Doc. 52-3 at 35.)
Also on that day, Watson called Dr. Bagley and asked for a note prescribing
longer, less frequent work breaks. Accordingly, Dr. Bagley faxed the Office a note
stating “Pt feels longer less frequent stretch breaks are more beneficial than several short
breaks. Please comply at her discretion.” (Doc. 48-4 at 33.)
On May 8 (Wednesday), during Watson’s daily meeting with Pearsall, Watson
took handwritten notes and asked Pearsall to slow down so that she could write
everything Pearsall said. Pearsall told Watson to stop taking notes during the daily
meetings.
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On May 9 (Thursday), during the daily meeting, Watson resumed taking notes as
soon as Pearsall began speaking. Pearsall gave Watson a verbal warning for (1) taking
notes during meetings instead of engaging in conversation, (2) arriving at work an hour
and a half earlier than scheduled, (3) using several minutes of work time to document a
conversation with Human Resources, (4) printing 128 pages from the Office printer for
personal use without paying the required $0.10 per page, and (5) asking Pearsall to sign a
daily meeting attendance log. (Doc. 48-2 at 65–68.) Pearsall also proposed a new break
schedule, according to which Watson could take time out of her lunch break and use that
time for longer breaks throughout the day.
Later that day, Watson gave Pearsall and Vigneron a typed letter responding to the
newly proposed break schedule. (Doc. 52-1 at 32.) The letter states that the County
should comply with Dr. Bagley’s May 7 note, which prescribes a longer break “at
[Watson’s] discretion.” (Id.) The letter further states that lunch “should not be broken up
into sections” and there is “no justification” for removing Watson’s breaks. (Id.) The
bottom of the letter includes a “formal notice” that Watson is experiencing a “hostile
work environment.” (Id.)
On May 10 (Friday), Watson took another day of FMLA leave.
On May 13 (Monday), during the daily meeting, Pearsall told Watson she would
work to develop a reasonable break schedule.
That same day, Watson gave Pearsall and Vigneron another typed letter about the
break schedule. (Doc. 52-1 at 36.) The letter accuses Pearsall of failing to follow Dr.
Bagley’s instructions that “it is at patients [sic] discretion as to what is needed.” (Id.)
The letter also states that if Watson’s bathroom use is limited to breaks and lunch, she
will “soil” herself. (Id.) The letter concludes: “I want to clearly state to you Pam
[Pearsall]; I find your behavior to be totally unprofessional.” (Id.) The bottom of the
letter includes a “formal notice” that Watson is experiencing a “hostile work
environment.” (Id.)
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On May 14 (Tuesday), during the daily meeting, Pearsall asked Watson which of
Dr. Bagley’s notes applied: the April 24 note (requiring “no sitting > 1.5 – 2 hrs @ time”
and “frequent stretch breaks”) or the May 7 note (requiring “longer less frequent stretch
breaks”). (Doc. 52-1 at 38–39.) Watson said they both apply but Watson has discretion
as to which one is more beneficial at any given time. (Id. at 39.) Pearsall pointed out that
Watson said she needs to use the bathroom every hour or two. (Id.) Watson responded
that Pearsall’s comments about her bathroom use were “unprofessional.” (Id.) Pearsall
replied that Watson’s statement to other employees—that Pearsall is forcing her to wear
Depends—was unprofessional. (Id.) Watson protested that she did not use those words
and that what she actually said was “I guess I’ll have to wear Depends because I cannot
wait that long to use the bathroom.” (Id.) Watson also clarified that she made that
statement to only one employee, not “employees.” (Id.) Pearsall said she would talk to
Human Resources. (Id.)
Later that day, Pearsall gave Watson a further revised break schedule. (Doc. 48-2
at 73.) Under the new schedule, Watson would still have six 5-minute breaks each day,
but her lunch would be reduced from 60 minutes to 30 minutes, and the remaining 30
minutes would be “flex” time to be used at her discretion throughout the day as long as
she informs her supervisor and clocks out when she uses it. (Id.)
F.
Watson’s termination
On May 14, after Pearsall distributed the further revised break schedule, she
received a typed letter from Watson responding to Pearsall’s May 9 verbal warning.
(Doc. 52-1 at 34.)2 The letter (1) states that Watson never “demanded” anything from a
supervisor, (2) defends Watson’s use of the Office printer on the ground that she was
printing health insurance documents, and (3) defends Watson’s note taking on the ground
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The letter is dated May 9 but stamped as received by Human Resources on May
14. (Doc. 52-1 at 34.) Watson does not dispute that Pearsall received the letter after
distributing the further revised break schedule. (Doc. 54, ¶ 109.)
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that she has short-term memory problems. (Id.) The bottom of the letter includes a
“formal notice” that Watson is experiencing a “hostile work environment.” (Id.)
At that point, Pearsall decided to fire Watson, and she spoke with Vigneron and
the County’s attorney to begin the termination process. Later that day, Watson was
suspended “pending the outcome of an internal investigation.” (Doc. 52-3 at 49.)
On May 15, Watson delivered a typed letter to Pearsall and Vigneron criticizing
the further revised break schedule. (Doc. 52-1 at 41.) The letter accuses Pearsall of
continuing to disregard Dr. Bagley’s instructions that “it is at patients [sic] discretion as
to what is needed.” (Id.) The letter also points out that under Office policy, employees
“may” be given two 15-minute paid breaks. (Id.; see also Doc. 52-2 at 63.) The bottom
of the letter includes a “formal notice” that Watson is experiencing a “hostile work
environment.” (Doc. 52-1 at 41.)
On May 16, the Office gave Watson a “Notice of Intent” to terminate her, along
with a “Statement of Facts” in support of termination. (Doc. 48-2 at 77–81.) The
statement concluded that Watson was “insubordinate,” displayed a “negative attitude,”
made “unwarranted demands,” and failed to “appropriately respond to reasonable
directives.” (Id. at 81.) The notice required Watson to attend a “Pre-Action Meeting,”
where she “may respond to the Statement of Facts verbally or in writing.” (Id. at 77.)
Watson was given four or five days’ notice to attend the June 4 pre-action
meeting. She told Vigneron she could not attend because her husband was having
chemotherapy treatments. She asked for FMLA leave or paid time off for the date of the
pre-action meeting, but Pearsall denied her requests. At the pre-action meeting, the
Office’s statement of facts was accepted without Watson’s input or objection.
Watson appealed her suspension and termination to the Yavapai County
Employees’ Merit System Commission. After hearing testimony and argument from
Watson and the County, the Commission concluded that the suspension and termination
were “not arbitrary or capricious.” (Doc. 48-3 at 18, 30–31.)
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Watson was also denied unemployment benefits. She appealed this decision to the
Arizona Department of Economic Security. At the initial hearing, Watson testified and
presented documents before a judge. The judge ruled that Watson was not entitled to
unemployment compensation because she was fired for “misconduct.” The Appeals
Board affirmed. (Doc. 48-3 at 33–40.)
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Watson brought this action on November 25, 2014. (Doc. 1.)
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IV.
ANALYSIS
Watson pleads claims under the ADA and the FMLA.
A.
ADA
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The ADA prohibits an employer from discriminating “against a qualified
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individual with a disability because of the disability of such individual” and prohibits
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retaliating against an individual who “has opposed any act or practice made unlawful by
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[the ADA].” 42 U.S.C. §§ 12112(a), 12203(a).
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Watson claims the County (1) discriminated against her because of her disability
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and (2) retaliated against her because she opposed a practice made unlawful by the ADA.
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1.
Discrimination
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Under the ADA, discrimination includes not only the unequal treatment of a
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disabled employee but also a failure to make “reasonable accommodations” for that
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employee. 42 U.S.C. §§ 12112(b)(4), (b)(5)(A). Once an employer becomes aware of an
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employee’s need for accommodation, it must engage in an “interactive process” with the
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employee to identify and implement reasonable accommodations. Humphrey v. Mem’l
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Hosps. Ass’n, 239 F.3d 1128, 1137 (9th Cir. 2001).
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Watson claims the County discriminated against her by (1) “failing to engage in
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the interactive process in good faith,” (2) “failing to grant her an accommodation” that
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was “reasonable,” and (3) “taking tangible personnel actions against her including
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termination.” (Doc. 51 at 16.)
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None of these claims survives summary judgment.
First, Watson offers no
evidence that the County failed to engage in the interactive process in good faith; if
anything, the evidence shows the opposite. When Pearsall saw Watson’s March 9, 2013
letter to Human Resources, she asked Vigneron whether Watson had any
accommodations.
He replied that Watson had an accommodation as of 2008 and
recommended going through the interactive process again. This recommendation made
sense in light of the changes in Watson’s doctor’s notes since 2008. Pearsall then
scheduled daily meetings with Watson. By Watson’s own admission, these meetings
were spent discussing Watson’s requests for accommodations and work restrictions.
Second, Watson offers no evidence that the County failed to grant her a reasonable
accommodation. Watson criticizes the revisions to her break schedule, but reasonable
accommodations may include “modified work schedules.” 42 U.S.C. § 12111(9)(B).
Here, both of the revised break schedules were in compliance with Watson’s doctor’s
notes. In 2007 Watson’s doctor prescribed stretch breaks for “15 min. every 2 hours,”
but in 2010 he prescribed breaks for a “few minutes every hr.,” and his April 2013
prescription did not specify a time period. Thus, giving Watson five-minute breaks every
hour, rather than two fifteen-minute breaks every day, simply followed doctor’s orders.
In May 2013 Watson’s doctor prescribed “longer less frequent stretch breaks” at her
“discretion.” Thus, reducing Watson’s lunch to give her thirty extra minutes of break
time, usable at her discretion, also followed doctor’s orders.
Watson says she never asked for these specific revisions to her break schedule, but
an “employer is not obligated to provide an employee the accommodation he requests or
prefers.” Zivkovic v. S. California Edison Co., 302 F.3d 1080, 1089 (9th Cir. 2002)
(citation omitted).
accommodation.”
Rather, the employer “need only provide some reasonable
Id. (citation omitted).
Whether a particular accommodation is
reasonable turns on the facts of the case. McAlindin v. Cty. of San Diego, 192 F.3d 1226,
1238 (9th Cir. 1999). Here, the undisputed facts show that the County reasonably
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accommodated Watson’s needs as defined by her doctor. Watson has not presented
evidence that further accommodations were necessary or appropriate.
Third, Watson offers no evidence that the County’s “tangible personnel actions
against her including termination” were because of her disability. See Humphrey, 239
F.3d at 1139 (“Unlike a simple failure to accommodate claim, an unlawful discharge
claim requires a showing that the employer terminated the employee because of his
disability.”). In her briefing, Watson does not identify any causal connection between her
disability and her termination; indeed, she appears to rest her ADA discrimination claim
entirely on the alleged failure to accommodate. (See Doc. 51 at 16–17.) Admittedly, in
Watson’s March 2013 letter to Human Resources, she stated that Pearsall threatened to
demote her “due to [her] having an ADA.” But that freestanding statement is not
evidence that any of the County’s actual actions against Watson were due to her
disability. The record does not indicate when this alleged threat was made, whether it
materialized, or how it connects to any action taken by the County. Moreover, the
County has offered several nondiscriminatory reasons for its actions against Watson, and
Watson’s vague statement in her March 2013 letter does not raise a genuine issue of
material fact that these reasons were pretextual. See Snead v. Metro. Prop. & Cas. Ins.
Co., 237 F.3d 1080, 1094 (9th Cir. 2001) (finding plaintiff’s evidence of disability
discrimination sufficient for prima facie case but insufficient to raise triable issue of
pretext). Summary judgment will be granted as to Watson’s ADA discrimination claims.
2.
Retaliation
Watson may claim retaliation under the ADA even though she did not suffer
disability discrimination.
This is because, under the ADA anti-retaliation clause,
employees have a right to oppose practices they “reasonably believe” are illegal, even if
they turn out to be mistaken. See E.E.O.C. v. Luce, Forward, Hamilton & Scripps, 303
F.3d 994, 1005 (9th Cir. 2002).
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However, it is well-settled that “disruptive or unreasonable protests . . . cannot
support a retaliation claim.” Matima v. Celli, 228 F.3d 68, 79–80 (2d Cir. 2000) (citing
cases from the First, Fourth, Eighth, Ninth, Tenth, and D.C. Circuits). Employee protests
are protected from retaliation only if they are “reasonable in view of the employer’s
interest in maintaining a harmonious and efficient operation.” O’Day v. McDonnell
Douglas Helicopter Co., 79 F.3d 756, 763 (9th Cir. 1996) (quoting Silver v. KCA, Inc.,
586 F.2d 138, 141 (9th Cir. 1978)). This reasonableness requirement serves a practical
purpose. Without such a requirement, employees could insult or harass their employer
with impunity, as long as they purport to do so in “protest” to some unlawful practice.
To withstand summary judgment, Watson must make a prima facie case that she
would not have been disciplined or fired “but for” her reasonable protests. Pardi v.
Kaiser Found. Hosps., 389 F.3d 840, 849 (9th Cir. 2004) (requiring prima facie case);
T.B. ex rel. Brenneise v. San Diego Unified Sch. Dist., 806 F.3d 451, 473 (9th Cir. 2015)
(requiring but-for causation).
Moreover, because the County has offered legitimate
reasons for disciplining and firing Watson, Watson must also demonstrate a triable issue
of fact as to whether these reasons are pretextual. Pardi, 389 F.3d at 849.
The Court assumes without deciding that Watson has made a prima facie case.
See Coleman v. Quaker Oats Co., 232 F.3d 1271, 1282 (9th Cir. 2000) (taking this
approach with respect to age discrimination claim). But Watson has not sufficiently
demonstrated pretext, for several reasons.
First, Watson was disciplined for misconduct before she began her protests. In
February 2013, Pearsall decided to suspend Watson for deliberately skipping a workrelated event. Three days after the decision, Watson took a week off from work. During
this week she wrote a lengthy letter criticizing Pearsall, and over the next few months she
wrote several similar letters. The timing of Watson’s letters suggests that her discipline
caused her protests, not the other way around. At the very least, the fact that Watson was
disciplined for good reason before her protests indicates that her subsequent discipline
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was also for good reason. Cf. Clark Cty. Sch. Dist. v. Breeden, 532 U.S. 268, 272 (2001)
(an employer “proceeding along lines previously contemplated, though not yet
definitively determined, is no evidence whatever of causality”).
Second, Watson’s conduct between her protests warranted discipline.
After
Watson wrote her initial letter criticizing Pearsall, she continued to act unprofessionally.
She interrupted supervisors during work hours with questions irrelevant to the task at
hand, such as questions about their bathroom use and a request to verify her productivity
in writing. She transcribed her daily meetings with Pearsall instead of engaging in
conversation. She used the Office printer for personal use without paying for it, and she
continued to refuse after being instructed to pay.
She was combative during daily
meetings; indeed, on May 14 she told Pearsall that her comments about bathroom use
were “unprofessional,” even though the comments directly pertained to how to
accommodate Watson’s needs. In Watson’s final performance evaluation, Pearsall noted
that Watson “is often unpleasant when dealing with others” and “does not interact in a
professional and courteous manner at all times with coworkers or the assessor.” These
were permissible reasons to discipline Watson.
Watson has not presented evidence that these reasons were a pretext for unlawful
retaliation. She claims she was disciplined for talking to supervisors, but in fact the
problem was that she interrupted supervisors during work hours. She claims she was
disciplined for taking notes in meetings with Pearsall, but in fact the problem was that she
transcribed instead of engaging in conversation. She claims her meetings with Pearsall
served no purpose, but she admits that the meetings were spent discussing her
accommodations and work restrictions. She claims she was fired for defending her use of
the Office printer, but that was only one of many reasons she was fired, and it was a
legitimate reason because it showed Watson’s refusal to comply with a direct order to
follow a valid Office policy. To the extent Watson attacks the objective validity of
Pearsall’s reasons for disciplining her, her attack misses the mark. The focus of the
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pretext inquiry is whether the employer “honestly believed its reason for its actions,” not
whether the reason is “foolish or trivial or even baseless.” Villiarimo v. Aloha Island Air,
Inc., 281 F.3d 1054, 1063 (9th Cir. 2002) (quoting Johnson v. Nordstrom, Inc., 260 F.3d
727, 733 (7th Cir. 2001)). Watson has provided no evidence that Pearsall did not believe
the reasons she gave for discipline and termination.
Third, Watson’s conduct within her protests warranted discipline. The content of
Watson’s letters was a mix of (1) opposition to practices she deemed unlawful under
federal law, (2) opposition to practices she deemed unfair or unlawful under state law, (3)
criticism of Pearsall without any legal basis, and (4) refusal to accept responsibility for
her misconduct. The first category—opposition to practices prohibited by federal law—
might be protected under the ADA, depending on whether Watson “reasonably believed”
the practices were unlawful.
The Court assumes for present purposes that such
opposition was protected. But the second category—opposition to practices prohibited
by state law—is not protected under the ADA. And the third and fourth categories—
criticism of Pearsall and refusal to accept responsibility—are not protected because they
are not “reasonable in view of the employer’s interest in maintaining a harmonious and
efficient operation.” O’Day, 79 F.3d at 763.
Watson has not presented evidence that she was disciplined for the protected parts
of her letters, as opposed to the unprotected parts. In fact, the evidence shows the
opposite. When Pearsall wrote Watson’s final performance evaluation, she referred to
unprofessionalism in Watson’s letters—namely, her tendency to be “accusatory” and
“demanding,” her failure to “interact in a professional and courteous manner,” and her
failure to “readily accept responsibility” for misconduct:
. . . Theresa [Watson] analysis [sic] conversations and situations and then
misinterprets them, the misconstrued situation festers in Theresa’s mind
then she writes a note in response, the note is typically accusatory in nature
and often demanding some sort of relief, next Theresa will deliver said note
to the Assessor, supervisor or human resources. Theresa also spreads her
misunderstood events to coworkers thus creating negative work
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environments all around her. Theresa does not interact in a professional
and courteous manner at all times with coworkers or the assessor. Theresa
does not readily accept responsibility for her inappropriate behavior. . . .
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This unprofessionalism was apparent in Watson’s letters as well as her day-to-day
interactions.
It became increasingly apparent in the weeks leading up to Watson’s
termination. For example, Watson’s May 1 letter was a five-page critique of a warning
she had received for insubordination.
Among other things, the letter challenged
Pearsall’s authority to change Watson’s break schedule on the grounds that Pearsall is not
a doctor.
Similarly, Watson’s May 7 letter was a five-page critique of her poor
performance evaluation. Among other things, the letter accused Pearsall of spying on
her. Watson’s May 13 letter came the day before Pearsall decided to fire her. The letter
criticized Pearsall personally: “I want to clearly state to you Pam [Pearsall]; I find your
behavior to be totally unprofessional.” Watson’s May 14 letter, like previous ones,
offered excuses for Watson’s misconduct rather than accepting any responsibility.
Overall, Watson’s letters were disrespectful and combative, much like her oral
communication with Pearsall. The fact that Watson was fired after writing these letters
does not suggest pretext for unlawful retaliation.
To sum up: Watson was disciplined for misconduct before she engaged in any
protected activity, and she continued her misconduct until she was fired.
She has
provided no evidence that the reasons offered by the County were pretext for unlawful
retaliation. On this record, taken as a whole, no reasonable juror would find that the real
“but for” cause of Watson’s discipline and termination was the ADA-protected aspects of
her opposition activity.
Summary judgment will be granted as to Watson’s ADA
retaliation claim.
B.
FMLA
The FMLA gives employees the right to take leave for protected reasons and the
right to return to their job after taking such leave, and it prohibits employers from
interfering with the exercise or attempted exercise of these rights. 29 U.S.C. §§ 2612(a),
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2614(a), 2615(a)(1). As a result, “employers cannot use the taking of FMLA leave as a
negative factor in employment actions.” Bachelder v. Am. W. Airlines, Inc., 259 F.3d
1112, 1122 (9th Cir. 2001) (quoting 29 C.F.R. § 825.220(c) (alteration and emphasis
omitted)). The FMLA also prohibits employers from retaliating against employees for
“opposing any practice made unlawful by [the FMLA].”
29 U.S.C. § 2615(a)(2);
Bachelder, 259 F.3d at 1125 n.11.
Watson claims the County (1) interfered with her FMLA rights by considering her
taking of FMLA leave as a negative factor in deciding to discipline and fire her and (2)
retaliated against her because she opposed a practice made unlawful by the FMLA.
1.
Interference
Watson’s FMLA interference claim will survive summary judgment only if there
is a triable issue of fact as to whether her taking of FMLA leave was impermissibly
considered as a factor in her discipline or termination. Xin Liu v. Amway Corp., 347 F.3d
1125, 1136 (9th Cir. 2003). To demonstrate this, Watson can use direct or circumstantial
evidence, or both. Bachelder, 259 F.3d at 1125.
The evidence here does not support an inference that Watson was disciplined or
fired for taking FMLA leave. Before March 2013, Watson took periodic leave for eight
years. She was never disciplined for taking this leave. In February 2013, Watson was
suspended for deliberately skipping a work-related event.
It is undisputed that the
suspension was not motivated by Watson’s use of leave.
In March 2013, Watson significantly increased her FMLA leave, and she was fired
more than two months later.
There is no evidence that Watson was prevented or
discouraged from taking leave during this time.
Moreover, the temporal proximity
between Watson’s increase in leave and termination does not suggest causation. As
explained in Part IV.A.2 supra, the fact that Watson was disciplined for good reason
before March 2013 indicates that her subsequent discipline was also for good reason.
Also, as detailed in Part IV.A.2 supra, the record is replete with instances of Watson’s
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unprofessional conduct leading up to her termination. This unprofessional conduct was
the source of Pearsall’s growing dissatisfaction with Watson, as evidenced by the Final
Written Warning and the unscheduled performance evaluation. Pearsall finally decided
to fire Watson in May 2013.
These circumstances—where an employee takes FMLA leave for years without
consequence, then is suspended for misconduct, then increases her FMLA leave while
continuing to engage in misconduct, and then is fired—do not raise a triable issue of
FMLA interference. Otherwise, any bad employee who suspects she will be fired could
simply increase her FMLA leave, forcing the employer to either keep her or face trial.
“The FMLA does not impose this Hobson’s choice.” Fleming v. IASIS Healthcare Corp.,
___ F. Supp. ____, 2015 WL 9302301, at *9 (D. Ariz. Dec. 22, 2015).
Watson purports to offer evidence that she was disciplined and fired for taking
leave, but this evidence is illusory. First, Watson claims that her frequent leave impeded
the County’s ability to meet an important deadline, so she was fired. (Doc. 51 at 4–5.)
But the deadline was on June 3, and her termination was not finalized until at least June
4. The fact that the County retained Watson past the deadline is, if anything, evidence
that her leave did not motivate the termination decision.
Second, Watson quotes Pearsall as saying that “work didn’t get done as quickly”
when Watson was absent. (Doc. 51 at 5.) But Pearsall made this statement in response to
a direct question in a deposition: “Do you know how the work got done in [Watson’s]
absence?” (Doc. 52-1 at 50.) Pearsall’s answer is a statement of the obvious, not
evidence of what motivated her to fire Watson.
Third, Watson claims that one of her supervisors, Tina Bourdon, testified that she
supported Watson’s termination in part because of Watson’s absences. (Doc. 51 at 5.)
But it is not clear why Bourdon’s opinion matters, since according to Watson, the
termination decision was made by Pearsall, Vigneron, and the County’s attorney. (Doc.
52, ¶ 124.) Moreover, Watson’s description of Bourdon’s testimony is incomplete. At
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the deposition, Bourdon initially testified that she supported Watson’s termination
because of “insubordination of not following instructions” and the fact that “work being
done in the office was not up to productivity standards.” (Doc. 52-1 at 68.) Counsel then
asked whether productivity was low “because [Watson] wasn’t in the office doing the
work?” (Id.) Bourdon replied: “I would say not being there was part of it but then when
she was in the office the production wasn’t being met either.” (Id.) Thus, Bourdon
regarded Watson as unproductive generally, not unproductive due specifically to FMLA
leave.
Fourth, Watson points out that Pearsall received daily reports on her productivity,
including absences, and that the scheduled daily meetings gave Pearsall an idea of how
often Watson was absent. (Doc. 51 at 5.) But neither of these facts suggests improper
motive. Pearsall kept tabs on the productivity of both workers that she transferred to the
Property section, not just Watson. Pearsall’s knowledge of Watson’s absences is not
evidence of FMLA interference any more than her knowledge of Watson’s sex is
evidence of Title VII discrimination.
At oral argument, Watson argued that her unscheduled performance evaluation
shows that she was fired for taking leave. But the evaluation says nothing about taking
leave except a performance category of “Schedules time off in advance,” for which
Watson was marked “Meets Standard.” (Doc. 52-3 at 16.) Further, the evaluation’s
“Summary of Performance” section describes Watson as negative, unprofessional,
discourteous, and unwilling to accept responsibility for her behavior, all of which are
amply supported by the record.
In sum, given the lack of evidence that Watson was disciplined or fired for taking
leave and the wealth of evidence to the contrary, no reasonable juror would find that the
County impermissibly considered Watson’s taking of FMLA leave as a factor in her
discipline or termination. Summary judgment will be granted as to Watson’s FMLA
interference claim.
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2.
Retaliation
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Although undecided in the Ninth Circuit, other circuits that have considered how
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an employee can establish an FMLA retaliation claim have adopted some version of the
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burden-shifting framework set forth in McDonnell Douglas v. Green, 411 U.S. 792
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(1973). See Sanders v. City of Newport, 657 F.3d 772, 777 (9th Cir. 2011) (collecting
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cases).
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Regardless of the framework used, Watson has not presented evidence that the
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County retaliated against her for opposing an unlawful practice under the FMLA. The
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only FMLA practice she opposed was the denial of her FMLA leave for the pre-action
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meeting leading up to her termination. (Doc. 51 at 11–12.) But the County denied
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Watson leave only after Pearsall had decided to fire her. (See id.) Watson cannot claim
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that her opposition to a post-termination-decision act caused her termination. See Clark
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Cty. Sch. Dist. v. Breeden, 532 U.S. 268, 272 (2001) (an employer “proceeding along
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lines previously contemplated, though not yet definitively determined, is no evidence
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whatever of causality”). Summary judgment will be granted as to Watson’s FMLA
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retaliation claim.
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IT IS THEREFORE ORDERED that Defendant’s Motion for Summary Judgment
(Doc. 47) is granted in full.
IT IS FURTHER ORDERED that the Clerk shall enter judgment in favor of
Defendant and against Plaintiff. The Clerk shall terminate this case.
Dated this 29th day of June, 2016.
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Neil V. Wake
United States District Judge
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