McCord v. BNSF Railway Company
Filing
49
MEMORANDUM AND ORDER granting 37 defendant's Motion for Summary Judgment. Signed by Chief Judge J. Thomas Marten on 9/23/14. (mss)
IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF KANSAS
REGINA McCORD,
Plaintiff,
v.
Case No. 2:13-CV-2362-JTM
BNSF RAILWAY COMPANY,
Defendant.
MEMORANDUM AND ORDER
Plaintiff Regina McCord (“plaintiff”) seeks monetary damages from her past employer,
defendant BNSF Railway Company (“defendant”) for alleged discrimination, harassment, and
retaliation in violation of Title VII of the Civil Rights Act of 1964, 42 U.S.C. § 2000e, et seq.
(“Title VII”) and the Americans with Disabilities Act of 1990, 42 U.S.C. § 12101, et seq.
(“ADA”). This matter is before the court on defendant’s Motion for Summary Judgment (Dkt.
37). For the reasons stated below, defendant’s motion is granted.
I.
Factual and Procedural Background
Plaintiff began her working relationship with defendant on November 18, 2010, as a
contract employee assigned as a training coordinator for defendant’s National Academy of
Railroad Sciences (“NARS”). NARS provides training to students and individuals in the railroad
industry and is located in defendant’s Technical Training Center (“TTC”) on the campus of
Johnson County Community College (“JCCC”). Plaintiff became a regular at-will employee on
July 18, 2011. She performed administrative duties, including answering the phone and taking
1
messages, filing, setting up training sessions for individuals in the railroad industry, and handling
registrations.
Housed in plaintiff’s office in the TTC were also her supervisor, senior manager John
Irons (“Irons”), another training coordinator, Nicole Plute (“Plute”), and a female JCCC
employee, Terry Murphy-Latta (“Murphy-Latta”).1 Plaintiff’s claims of sexual harassment and
gender discrimination involve several incidents with an adjunct JCCC professor, Steve Priest
(“Priest”). Plaintiff alleges that, in March 2012, Priest entered the TTC office and requested
some class materials. Plaintiff allegedly told Priest that she did not have the authority to give
him the materials at which point, according to plaintiff, Priest became “extremely
confrontational,” “raised his voice and was yelling,” and moved towards plaintiff, causing her to
back up. Dkt. 37-1, at 22. Plaintiff alleges that Murphy-Latta witnessed the incident and, while
slamming her fist into her hand, told plaintiff that she needed to give Priest the materials so he
could do his job. Plaintiff reported this incident (along with others not relevant to this litigation)
to one of defendant’s human resources representatives, Tamala Cleaver (“Cleaver”), who in turn
drafted a memo to a JCCC human resources representative. In May 2012, the JCCC human
resources representative responded, stating that “while several of the incidents did occur, the
context in which the allegations were outlined were somewhat misleading and taken out of
context.” Dkt. 37-1, at 25. The representative went on to say, however, that “many of the
concerns raised, regardless of the context, were inappropriate for the workplace and the JCCC
employees involved [had] been coached with respect to workplace professionalism.” Dkt. 37-1,
at 25.
1
While plaintiff made multiple allegations against Murphy-Latta during the course of her employment with
defendant, she makes clear in her Amended Complaint and Opposition that this conduct is not at issue. The court
therefore forgoes discussion of these allegations.
2
In another incident, plaintiff alleges that, while she and Plute were walking back from
lunch one day, Priest crossed a sidewalk and stood directly in front of plaintiff and asked a
question. Plaintiff claims that she answered the question and that the pair then stepped around
Priest and went back to their office. In a third incident, plaintiff alleges that she observed Priest
standing in a hallway outside of her work area, prompting plaintiff to leave her office.
At some point, defendant relocated plaintiff, Plute, and Irons into an office across the
hall, approximately ten to twelve steps from the previous location. According to Irons, one of
the reasons for the move was to separate defendant’s employees from the JCCC employees in an
effort to eliminate workplace conflict.
plaintiff’s duties.
The move was also accompanied by a change in
She no longer conducted classroom scheduling or answered telephone
questions about NARS. However, her compensation, benefits, and working hours did not change
and she continued to report to Irons.
In August 2012, the General Director of the TTC, Scott Schafer (“Schafer”), announced a
series of organizational changes within the TTC.
These changes affected the reporting
relationships of a large number of employees, including plaintiff, who was assigned as a training
coordinator in the Learning Solutions Office (“LSO”). This reorganization also meant that
plaintiff reported to a new supervisor. Plaintiff’s office location remained the same, as did her
compensation, benefits, and job title. Her previous position with the NARS program was not
filled.
Plaintiff was to begin working for the LSO on October 15, 2012. However, on the
evening of October 14, 2012, plaintiff sent an e-mail to defendant requesting a sick day. On
October 15th defendant received an e-mail from plaintiff’s attorney containing plaintiff’s request
for an eight-week leave of absence allegedly due to her recent diagnosis of stress, anxiety, and
3
depression.
Human resources representative Kelli Courreges (“Courreges”) responded to
plaintiff’s counsel and offered plaintiff multiple options for requesting a leave of absence.
Plaintiff thereafter began a leave of absence pursuant to defendant’s short-term disability
program, during which she received at least some portion of her salary and health insurance
benefits.
On January 25, 2013, more than twelve weeks after plaintiff began her leave, she
received a letter from defendant advising her that, pursuant to its short-term disability program,
defendant was going to move forward with filling her LSO training coordinator role. The letter
further stated that, in the event plaintiff was released from short-term disability and her position
had already been filled, she would have sixty days to place herself in another of defendant’s open
positions for which she was qualified. If plaintiff was unable to obtain a position with defendant
during that time frame, she was advised that her employment may be terminated.
On February 7, 2013, Courreges e-mailed plaintiff’s counsel to discuss a statement that
she had received from plaintiff’s health care provider indicating that plaintiff could return to
work if she were placed in a different department. On February 14, 2013, plaintiff’s counsel
replied and stated that plaintiff was unable to return to work at the TTC but “that any available
position that the company would wish to offer her [would] be given very careful consideration”
as long as it provided a reasonable accommodation of plaintiff’s limitations. Dkt. 37-1, at 73.
On February 25, 2013, Courreges notified plaintiff’s counsel that the only position available in
the greater Kansas City area for which plaintiff was qualified was her LSO training coordinator
position, which had not yet been filled. Counsel advised Courreges that plaintiff would give the
offer careful consideration as long as defendant complied with the accommodations requested by
plaintiff’s treating therapist, Bryan Vignery (“Vignery”).
4
These accommodations required
plaintiff: (1) be allowed time off to attend counseling sessions one hour per week; (2) be allowed
to remove herself from situations that she found to be too stressful; (3) be allowed to contact
campus security any time she felt discomfort or was, in her opinion, threatened either verbally or
emotionally; and (4) not be required to interact with Schafer, Priest, or Murphy-Latta.
In a response dated March 6, 2013, Courreges explained that: (1) Schafer was the director
of the TTC and therefore interaction with him would be a required part of plaintiff’s job; (2)
while plaintiff would not be required to interact with Priest or Murphy-Latta, she could not
guarantee that plaintiff would never run into either individual; and (3) defendant could not
“reasonably be expected to provide [plaintiff] a workplace that is free of stress,” and that it
“can’t reasonably be expected to permit [plaintiff] to unilaterally determine when and for how
long she [would] be at or away from work” in the event that she found a particular situation to be
too stressful. Dkt. 37-1, at 79.
In reply, plaintiff’s counsel stated that plaintiff’s key accommodations could be
accomplished by allowing plaintiff to work exclusively from home. Courreges responded by
sending plaintiff’s counsel an overview of the LSO training coordinator position, which stated
that the job “requires a minimum of an eight-hour working day on site, and requires daily
interactions with various instructors and employees of JCCC, including the NARS staff.” Dkt.
37-1, at 84. The overview further detailed that the position “interacts with the various BNSF
employees inside and outside of the TTC, both in person and sometimes over the phone, when
assisting field personnel.” Dkt. 37-1, at 84 (emphasis added). Courreges also stated that plaintiff
would be required to undergo seven weeks of on-site training before defendant would explore the
possibility of an exclusive remote-work option.
5
On April 18, 2013, counsel wrote to Courreges asking whether defendant would even
consider a remote working relationship for plaintiff and, if so, what conditions would be placed
on plaintiff. Courreges responded four days later, stating that given the fact that plaintiff had
“not yet even trained on the position,” defendant was “unable to say . . . what conditions might
be placed on remote work.” Dkt. 37-1, at 86. Courreges noted, however, that defendant was
“open to discussing whether and what circumstances working remotely may [be] feasible after
[plaintiff had] completed the initial training period.” Dkt. 37-1, at 86. Counsel responded on
April 29, 2013, stating that plaintiff either wanted defendant to provide her with the
accommodations issued by Vignery or allow her to work exclusively from home. On May 6,
2013, Courreges e-mailed plaintiff’s counsel to confirm that, based on the April 29th email,
plaintiff was in fact declining to come on-site for even the seven-week training course.
Courreges further stated that given the fact that plaintiff had “never actually worked in” the new
position, Courreges did “not believe her request to work from home [was] reasonable, even
assuming [plaintiff was] entitled to a reasonable accommodation.” Dkt. 37-1, at 89. Courreges
also noted that, since the sixty-day period had expired, defendant considered plaintiff’s refusal to
participate in the training program her official resignation from employment. Plaintiff denied
ever resigning her employment.
On May 14, 2013, plaintiff filed suit against defendant in the District Court of Johnson
County, Kansas, case number 13CV03557. She filed an Amended Petition on June 27, 2013.
On July 19, 2013, defendant removed plaintiff’s action to the United States District Court,
District of Kansas citing jurisdiction based on diversity of citizenship pursuant to 28 U.S.C. §
1332. Defendant now seeks summary judgment on all of plaintiff’s claims.
6
II.
Legal Standard for Summary Judgment
Summary judgment is appropriate if the moving party demonstrates that there is no
genuine issue as to any material fact, and the movant is entitled to judgment as a matter of law.
FED. R. CIV. P. 56(a). A fact is “material” when it is essential to the claim, and the issues of fact
are “genuine” if the proffered evidence permits a reasonable jury to decide the issue in either
party’s favor. Haynes v. Level 3 Communs., 456 F.3d 1215, 1219 (10th Cir. 2006). The movant
bears the initial burden of proof and must show the lack of evidence on an essential element of
the claim. Thom v. Bristol-Myers Squibb Co., 353 F.3d 848, 851 (10th Cir. 2004) (citing Celotex
Corp. v. Catrett, 477 U.S. 317, 322-23 (1986)). The nonmovant must then bring forth specific
facts showing a genuine issue for trial. Garrison v. Gambro, Inc., 428 F.3d 933, 935 (10th Cir.
2005).
These facts must be clearly identified through affidavits, deposition transcripts, or
incorporated exhibits – conclusory allegations alone cannot survive a motion for summary
judgment. Mitchell v. City of Moore, Okla., 218 F.3d 1190, 1197 (10th Cir. 2000) (citing Adler
v. Wal-Mart Stores, 144 F.3d 664, 670 (10th Cir. 1998)). The court views all evidence and
reasonable inferences in the light most favorable to the non-moving party. LifeWise Master
Funding v. Telebank, 374 F.3d 917, 927 (10th Cir. 2004).
III.
Analysis
Gender Discrimination/Harassment
Plaintiff alleges that she was subjected to gender discrimination in the form of sexual
harassment and/or a hostile working environment due solely to the actions of Priest, namely: (1)
the “request for materials incident” in March 2012, (2) the “sidewalk incident,” and (3) the
“hallway incident.”2
2
In her Opposition to defendant’s Motion for Summary Judgment, plaintiff alludes to this behavior as
“tantamount to stalking.” Dkt. 43, at 12.
7
Under Title VII, it is “an unlawful employment practice for an employer . . . to
discriminate against any individual with respect to his compensation, terms, conditions, or
privileges of employment, because of such individual’s race, color, religion, sex, or national
origin.” 42 U.S.C. § 2000e-2(a)(1). A plaintiff may establish a Title VII violation by proving
that discrimination based on sex created a “hostile or abusive work environment.” Meritor
Savings Banks, FSB v. Vinson, 477 U.S. 57, 66 (1986). To establish a prima facie case of hostile
work environment under Title VII, a plaintiff must show that: “(1) she is a member of a protected
class; (2) the conduct in question was unwelcome; (3) the harassment was based on sex; (4) the
harassment was sufficiently severe or pervasive to create an abusive working environment; and
(5) some basis exists for imputing liability to the employer.” Meis v. Myron’s Dental Labs, Inc.,
2005 U.S. Dist. LEXIS 15318, at *21-22 (D. Kan. July 14, 2005) (citing Brandau v. State of
Kansas, 968 F. Supp. 1416 (D. Kan. 1997)).
For purposes of summary judgment, defendant appears to concede that plaintiff was a
member of a protected class and that the conduct in question was unwelcome. Therefore, the
only elements at issue are whether: (1) Priest’s alleged harassment was based on plaintiff’s sex,
(2) the alleged harassment was sufficiently severe or pervasive to create an abusive working
environment, and (3) assuming these elements are met, there is sufficient evidence to impute
liability to defendant. Defendant argues that plaintiff fails to establish her prima facie case. The
court agrees.
With regard to the “request for materials” incident in March 2012, plaintiff alleges that
Priest entered the NARS office and requested some class materials. When plaintiff refused to
give Priest these materials, allegedly because she did not have the authority to do so, plaintiff
alleges that Priest became “extremely confrontational . . . [and] raised his voice and was yelling.”
8
Dkt. 37-1, at 22. She further claims that Priest kept approaching her until she had backed up
such that there was nowhere else to go. Dkt. 37-1, at 22. In the “sidewalk” incident, plaintiff
alleges that she was walking back from lunch with Plute when she saw Priest approaching from
the opposite direction. Dkt. 37-1, at 23. She claims that she suggested to Plute that they move to
the other side of the sidewalk to avoid any interaction, but alleges that when Priest got closer, he
too crossed the sidewalk and “came to stand directly in front of [her], which impeded [her]
forward progress.” Dkt. 37-1, at 23. Plaintiff alleges that Priest asked the two women a
question, plaintiff answered, and then the two women stepped around Priest and went back to
their office. Dkt. 37-1, at 24. Finally, during the “hallway” incident, plaintiff alleges that Priest
stood in the short hallway where plaintiff walked to get to her cubicle. Dkt. 37-1, at 26. Plaintiff
testified at her deposition that she “pretty much froze because of everything that had happened
previously. [She] just downed [her] head, went back into [her] cube.” Dkt. 37-1, at 26.
Based on this evidence, plaintiff fails to establish that the alleged harassment was based
on sex. While the “request for materials” incident suggests the possibility of some office
tension, although brief, plaintiff fails to provide any evidence that shows it occurred because of
her gender. Plute, who testified that she was present for the incident, stated that she did not
recall Priest using any words or language that could have been interpreted as referring to
plaintiff’s gender. Dkt. 37-2, at 13. Furthermore, neither the encounter on the sidewalk nor the
incident in the hallway suggests anything more than the passing of two coworkers. Although
plaintiff claims that Priest impeded her “forward progress” on the sidewalk, by plaintiff’s own
admission, all he did was “say something about the day.” Dkt. 37-1, at 24. Again, Plute, who
was present for the “sidewalk” incident, testified that she did not recall Priest using any genderbased language. Dkt. 37-2, at 13. Moreover, plaintiff does not allege that there was any
9
interaction between the two when she spotted Priest in the hallway outside of her cubicle. It was
established that Priest worked just across the hall and thus could very well have had a legitimate
reason for being in that hallway completely unrelated to plaintiff.
The Tenth Circuit has held that “[i]f the nature of an employee’s environment, however
unpleasant, is not due to her gender, she has not been the victim of sex discrimination as a result
of that environment.” Gross v. Burggraf Constr. Co., 53 F.3d 1531, 1537 (10th Cir. 1995)
(quoting Stahl v. Sun Microsystems, Inc., 19 F.3d 533, 538 (10th Cir. 1994)) (emphasis in
original). While plaintiff’s interactions with Priest may be viewed as unpleasant, she fails to
present any evidence that her gender was a factor. As such, plaintiff fails to establish a prima
facie case for sexual harassment and/or hostile working environment.
Even if she could establish that the alleged harassment was based on gender, plaintiff also
fails to establish that these three incidents were sufficiently severe or pervasive to create an
abusive working environment.
There is no “mathematically precise test” for determining
whether conduct is sufficient severe or pervasive. Harris v. Forklift Sys., Inc., 510 U.S. 17, 22
(1993). Rather,
[t]he existence of such an environment can only be determined by looking at the
totality of the circumstances present in the workplace, including the frequency of
the discriminatory conduct; its severity; whether it is physically threatening or
humiliating, or a mere offensive utterance; and whether it unreasonably interferes
with an employee’s work performance.
Meis, 2005 U.S. Dist. LEXIS 15318, at 22-23 (quoting Harris, 510 U.S. at 23); see also
Faragher v. City of Boca Raton, 524 U.S. 775 (1998). The court evaluates these factors from
both a subjective and objective viewpoint. Meis, 2005 U.S. Dist. LEXIS 15318, at *22; see also
Harris, 510 U.S. at 21. “The [c]ourt must consider not only the effect the discriminatory conduct
actually had on plaintiff, but also the impact it likely would have had on a reasonable employee
10
in plaintiff’s position.” Meis, 2005 U.S. Dist. LEXIS 15318, at *22-23; see also Davis v. United
States Postal Serv., 142 F.3d 1334, 1341 (10th Cir. 1998).
Here, the three alleged incidents occurred over an undetermined period of months. All
the evidence shows is that the request for materials incident occurred in March 2012 and the
other two encounters occurred sometime after May 2012. Plaintiff seems to allege that the
request for materials incident was physically threatening, although she admitted in her deposition
that she was not physically touched or injured. Dkt. 37-1, at 22. Plaintiff makes no claim that
Priest’s actions interfered with her work performance. As such, plaintiff’s alleged harassment
was not sufficiently severe or pervasive such that it created an abusive working environment.
Without satisfying elements three and four, plaintiff cannot maintain a claim for sexual
harassment and/or hostile working environment.
The court pauses here to note that, even if plaintiff could establish a prima facie case of
harassment, she cannot impute liability to defendant.
“An employer may be directly or
vicariously liable for a hostile workplace. Debord v. Mercy Health Sys. of Kan., Inc., 737 F.3d
642, 650 (10th Cir. 2013) (citing Burlington Indus. v. Ellerth, 524 U.S. 742, 758-59 (1998)).
“An employer is directly liable for a hostile work environment created by an employee if the
employer’s negligence causes the actionable work environment.” Id. (quoting Baty v. Willamette
Indus., 172 F.3d 1232, 1241 (10th Cir. 1999)). “An employer is negligent . . . if it knew or
should have known about the conduct and failed to stop it.” Id. (quoting Ellerth, 524 U.S. at
759). The United States Supreme Court has held that,
[t]o avoid vicarious liability, an employer can take advantage of an affirmative
defense – the Faragher defense – by showing that the employer ‘exercised
reasonable care to avoid harassment and to eliminate it when it might occur,’ and
that the complaining employee ‘failed to act with like reasonable care to take
advantage of the employer’s safeguards.’
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Id. (quoting Faragher, 524 U.S. at 805).
Here, plaintiff alleges that she reported the request for materials incident to defendant’s
human resources representative Cleaver. Cleaver, in turn, drafted a memo to a JCCC human
resources representative detailing plaintiff’s allegations. The JCCC representative responded to
Cleaver’s memo, stating that “the JCCC employees involved have been coached with respect to
workplace professionalism.”
Dkt. 37-1, at 25. Plaintiff admitted that Cleaver shared this
response with her. Dkt. 37-1, at 25. When plaintiff reported her concerns about the sidewalk
and hallway incidents, defendant responded by moving plaintiff’s entire office, including Irons
and Plute across the hall away from Priest and other JCCC employees. Plaintiff admitted that
this move was a good thing. Dkt. 37-1, at 28. Based on this evidence, the court finds that no
reasonable jury could find that plaintiff suffered gender discrimination in the form of sexual
harassment.
Because plaintiff fails to satisfy the elements of her prima facie case, defendant is entitled
to judgment as a matter of law. The court therefore grants defendant’s motion for summary
judgment with regard to Count I of the Amended Complaint.
Disability Discrimination
Defendant also seeks summary judgment on plaintiff’s claims of disability
discrimination. The ADA prohibits “discriminat[ion] against a qualified individual on the basis
of disability in regard to job application procedures, the hiring, advancement, or discharge of
employees, employee compensation, job training, and other terms, conditions, and privileges of
employment.” 42 U.S.C. § 12112(a). Discrimination may be proven through either direct or
indirect evidence. Kendrick v. Penske Transp. Servs., Inc., 220 F.3d 1220, 1225 (10th Cir. 2000)
(internal citations omitted). Here, plaintiff fails to come forward with any direct evidence of
12
discrimination. The Court must therefore determine if there is sufficient indirect evidence for
plaintiff to survive summary judgment.
A.
Prima Facie Case
Plaintiff’s ADA discrimination claim focuses on defendant’s alleged failure to
accommodate, i.e., defendant’s failure to provide a reasonable accommodation for her stress and
anxiety. The ADA defines discrimination to include “not making reasonable accommodations to
the known physical or mental limitations of an otherwise qualified individual with a disability
who is an . . . employee, unless such covered entity can demonstrate that the accommodation
would impose an undue hardship on the operation of the business of such covered entity.” 42
U.S.C. § 12112(b)(5)(A).
“However, an employer is not required to always provide the
employee with the best possible accommodations or in the specific manner the employee
requested.” Selenke v. Med. Imaging of Colo., 248 F.3d 1249, 1261 (10th Cir. 2001) (citing 29
C.F.R. § 1630.2(p)(1)). An employer retains “broad discretion in determining which alternative
accommodation should be provided.” Id. (citing 29 C.F.R. § 1630.9).
Plaintiff alleges that she made several requests for what she viewed as “reasonable
accommodations,” including: (1) time off to attend counseling sessions one hour per week, (2)
the ability to remove herself from situations she found to be too stressful, (3) the ability to
immediately contact campus security in the event that she felt discomfort or threatened in any
way, (4) not being required to interact with Schafer, Priest, or Murphy-Latta, and (5) the ability
to work exclusively from home.
Defendant argues that none of plaintiff’s requests were
reasonable.
To establish a prima facie case of failure to accommodate, a plaintiff must show that: “(1)
[s]he has a disability within the meaning of the ADA; (2) the employer had notice of [her]
13
disability; (3) [s]he could perform the essential functions of the job with reasonable
accommodation; and (4) the employer refused to provide such accommodation.” Harmon v.
Sprint United Mgmt. Corp., 264 F. Supp. 2d 964, 971 (D. Kan. 2003) (quoting Bones v.
Honeywell Int’l, Inc., 223 F. Supp. 2d 1203, 1218 (D. Kan. 2002)) (emphasis added). Here,
defendant accepts, solely for purposes of summary judgment, that plaintiff had a disability within
the meaning of the ADA and that it had notice of that disability. Dkt. 38, at 22.3 Therefore, only
elements three and four are at issue.
1.
Essential functions of the job with reasonable accommodation
A plaintiff bears the burden of showing that she is able to perform the essential functions
of her job. Mason v. Avaya Commc’ns, Inc., 357 F.3d 1114, 1119 (10th Cir. 2004) (internal
citations omitted). “Essential functions” are “the fundamental job duties of the employment
position the individual with a disability holds or desires.” 29 C.F.R. § 1630.2(n)(1). The court
will consider a variety of evidence in determining whether a particular function is “essential,”
including:
(1) the employer’s judgment as to which functions are essential; (2) written job
descriptions prepared before advertising or interviewing applicants for the job; (3)
the amount of time spent on the job performing the function; (4) the consequences
of not requiring the incumbent to perform the function; and (5) the work
experience of past incumbents in the job.
Mason, 357 F.3d at 1119 (citing 29 C.F.R. § 1630.2(n)(3)); see also Wells v. Shalala, 228 F.3d
1137, 1144 (10th Cir. 2000).
Here, defendant described the essential functions of plaintiff’s job as an LSO training
coordinator as follows:
3
Defendant reserves the right to challenge plaintiff’s contention that she is legally disabled should any
issues remain for trial.
14
The position requires a minimum of an 8-hour work day workday (varying from
0700 to 1700) onsite and requires daily interactions with various instructors and
employees of Johnson County Community College, including the NARS staff. In
addition, the position interacts with various BNSF employees, inside and outside
of the TTC, both in person and sometimes over the phone when assisting field
personnel. Daily interaction with BNSF’s instructor staff is critical to the success
of the position.
The direct reporting structure includes . . . Scott Schafer, General Director
Railroad Training Services, who are all actively involved in all LSO processes
and functionality. It is to be expected that there often will be daily interactions
with the entire management team for reporting purposes, processes and
discussions in order to support TTC/BNSF operations. These interactions may be
face-to-face, individually or in group meetings and/or through email and
telephone. Direction may be given from any of these communication modes, as
well as other managers and directors on the TTC staff.
Dkt. 37-1, at 84.
The ADA requires the court to consider “the employer’s judgment as to what functions of
the job are essential.” Mason, 357 F.3d at 1119 (citing 42 U.S.C. § 12111(8)). “The employer
describes the job and functions required to perform that job.” Id. (citing Anderson v. Coors
Brewing Co., 181 F.3d 1171, 1177 (10th Cir. 1999)). The court “will not second guess the
employer’s judgment when its description is job-related, uniformly enforced, and consistent with
business necessity.” Id. (citing Davidson v. Am. Online, Inc., 337 F.3d 1179, 1191 (10th Cir.
2003)). “In short, the essential function inquiry is not intended to second guess the employer or
to require the employer to lower company standards.” Id. (internal quotations omitted). The
court therefore accepts defendant’s proffered description of the essential functions of plaintiff’s
position.
The next step is to determine whether plaintiff’s proposed accommodations were, in fact,
reasonable. The Tenth Circuit has held that to
defeat an employer’s motion for summary judgment, the employee must first
demonstrate that an accommodation appears reasonable on its face. The burden
of production then shifts to the employer to present evidence of its inability to
15
accommodate. If the employer presents such evidence, the employee has the
burden of coming forward with evidence concerning her individual capabilities
and suggestions for possible accommodations to rebut the employer’s evidence.
Whether an accommodation is reasonable under the ADA is a mixed question of
law and fact.
Mason, 357 F.3d at 1122. Of plaintiff’s five proposed reasonable accommodations, defendant
appears to take issue with only three: (1) that plaintiff be able to remove herself, at her
discretion, from situations she found to be too stressful; (2) that plaintiff not be required to have
any interaction with Schafer, Priest, or Murphy-Latta; and (3) that plaintiff be allowed to work
exclusively from home.
With regard to plaintiff’s request that she be able to remove herself from situations she
found to be too stressful, defendant informed plaintiff, via an email from Courreges to plaintiff’s
counsel, dated March 6, 2013, that it was unreasonable for her to expect defendant to provide a
“workplace that is free of stress.”
Dkt. 37-1, at 79.
Defendant expressed concern about
plaintiff’s ability to meet performance expectations and perform her essential job functions while
simultaneously being allowed to decide “when and for how long she will be at or away from
work.” Dkt. 37-1, at 79. At the time, plaintiff offered no real explanation as to why her request
was reasonable other than that “she possesse[d] one or more disabling conditions of which
[defendant was] aware,” and that defendant was “obliged to accommodate her . . . .” Dkt. 37-1,
at 83. Even now, plaintiff fails to provide any more specific details as to what would trigger her
need for time away or how much time she would need. The Tenth Circuit has previously held
that “[w]hile specific stressors in a work environment may in some cases be legitimate targets of
accommodation, it is unreasonable to require an employer to create a work environment free of
stress and criticism.” Gonzagowski v. Widnall, 115 F.3d 744, 747-48 (10th Cir. 1997) (finding
made within the context of the Rehabilitation Act, 29 U.S.C.S. § 701 et seq., which was amended
16
to conform to the requirements of the ADA in 1992) (internal citations omitted). As such, the
court finds plaintiff’s request to be unreasonable on its face.
With regard to plaintiff being assured of no interaction with Schafer, Priest, and MurphyLatta, defendant informed plaintiff that, while it would not require her to interact with Priest or
Murphy-Latta, defendant could not “guarantee that she [would] never see either individual on the
JCCC campus.” Dkt. 37-1, at 79. However, Schafer was the director of the TTC, the facility at
which plaintiff worked, and was plaintiff’s highest-ranking supervisor at the facility. Therefore,
defendant informed plaintiff that “interaction with Mr. Schafer [was] an essential job function”
and it would “not agree that [plaintiff] need not interact with him as required.” Dkt. 37-1, at 79.
Plaintiff’s only response to this was that defendant could accommodate this request by allowing
her to work remotely from home. Dkt. 37-1, at 81.
As noted above, the court will not second-guess defendant, as an employer, on its
judgment about a reasonable accommodation when “its description is job-related, uniformly
enforced, and consistent with business necessity.” Mason, 357 F.3d at 1119. Here, plaintiff
offers no evidence that other employees were allowed to avoid interaction with their supervisors.
Furthermore, the court notes that there is no evidence that Schafer, aside from implementing and
announcing the reorganization, had anything to do whatsoever with plaintiff’s workplace issues.
As such, the court finds plaintiff’s request to be unreasonable on its face.
Finally, plaintiff argues that all of her requests could have been taken care of had
defendant simply allowed her to work exclusively from home. Through multiple emails between
plaintiff’s counsel and Courreges, defendant informed plaintiff that it could not make a decision
on this request until it knew: (1) whether plaintiff could perform the essential functions of the
job, (2) whether plaintiff would be willing to come onsite and complete a seven-week training
17
course, and (3) plaintiff’s performance and capabilities on the job after her completion of the
course. Defendant based these requirements on the fact that, given her extended leave of
absence, plaintiff had never actually worked as an LSO training coordinator.
However,
Courreges indicated that defendant was “open to discussing whether and under what
circumstances working remotely may be feasible after [plaintiff had] completed the initial
training period.” Dkt. 37-1, at 86. Plaintiff’s response to defendant’s requirements was that she
would be unable to return to active employment, for any reason, including training, unless she
was assured that she would be allowed to subsequently work from home. Dkt. 37-1, at 87.
By this point, the sixty-day period in which plaintiff had to establish herself in an open
position had expired. Therefore, in an email dated May 6, 2013, Courreges wrote the following:
“under BNSF policy, Ms. McCord’s 60-day leave of absence to place herself on a position has
expired and she is considered to have resigned her employment as of April 29, 2013.” Dkt. 37-1,
at 89. That same day, plaintiff’s counsel responded to Courreges, claiming that at no time did
plaintiff voluntarily end her employment with defendant and that it was “clear that the company
[had] terminated her employment under pretextual circumstances, given its labeling of her
employment cessation a ‘resignation.’” Dkt. 37-1, at 89.
To show that her request was at least facially reasonable, plaintiff argues that defendant
made the remote-work accommodation available to other similarly situated LSO employees,
namely Plute and LSO training coordinator Heather Turner (“Turner”). Plaintiff further alleges
that both Plute and Turner “identified their LSO ‘training’ as having been extremely informal
and entirely different in nature to that which was identified to [plaintiff] as necessary for her to
receive.” Dkt. 43, at 10.
18
Plute, a senior training coordinator, testified that she was allowed to work from home
during her six-week maternity leave. Dkt. 37-2, at 11. She indicated that defendant provided
technology equipment, namely a docking station, to assist her in working remotely. Dkt. 37-2, at
11. However, Plute testified that defendant asked her to work remotely during her maternity
leave only on an “as needed” basis to assist with an audit. Dkt. 37-2, at 11. In fact, the very
reason plaintiff was retained as a contract employee was so that she could perform Plute’s dayto-day activities while Plute was on maternity leave. Dkt. 37-2, at 4. While Plute also stated
that, at the end of her maternity leave, she has, at times, continued to work from home, she never
indicated that she worked exclusively from home. Dkt. 37-2, at 11. Similarly, Turner testified
that everyone on the team has worked from home sporadically, “for instance, when there’s bad
weather.” Dkt. 37-3, at 3. Despite this testimony, aside from her own affidavit, plaintiff fails to
offer any evidence that defendant allowed any of its employees to work exclusively from home.
The Tenth Circuit has held that “[w]hen a party relies on affidavit evidence, it may be
insufficient to create a triable fact if it is nonspecific or otherwise non-responsive, vague,
conclusory, or self-serving.” Piercy v. Maketa, 480 F.3d 1192, 1197-98 (10th Cir. 2007) (citing
Salguero v. City of Clovis, 366 F.3d 1167, 1177 n.4 (10th Cir. 2004)) (emphasis added).
Plaintiff also seems to allege that she did not even need to come into the office to train for
the position because no other LSO training coordinator had such prior training. Plute testified
that, while she did not receive any specific training prior to transferring to the team, there was
ongoing, on-the-job training. In fact, at the time of her deposition, nearly five months after her
transfer to the LSO team, she was still “technically training.” Dkt. 37-2, at 10. Plute stated that
“[t]here [were] similarities in what we did in NARS and what we do with LSO, but you would
still need some guidance of some sort to get up to speed.” Dkt. 37-2, at 14. Similarly, Turner
19
testified that she did not receive any formal training for the position before she started but has
received informal training from her colleagues. Dkt. 37-3, at 2-3. Turner testified that the job of
an LSO training coordinator is “not a job that you could learn everything all at once. It’s more of
over time, you’ll understand new things.” Dkt. 37-3, at 2.
While it is true that neither Plute nor Turner received “formal” training consisting of a
specifically set-aside block of time, both indicated that the training they did receive was an onthe-job sort from their colleagues. It seems possible, then, that plaintiff could have used this
same approach with regard to training except for the fact that, because of her request to work
exclusively from home, she would not have had the same interaction with her colleagues.
Because plaintiff has never actually worked as an LSO training coordinator, it is impossible for
her to know that she would not, in fact, need the training period absent her ability to receive inperson, on-the-job training.
The court finds that no reasonable jury could find that plaintiff’s proposed
accommodations were reasonable on their face. As such, defendant’s request for summary
judgment on plaintiff’s disability discrimination claim (Count II) is granted.
Retaliation
Finally, plaintiff alleges retaliation with respect to both her gender and disability
discrimination claims. More specifically, in her Amended Complaint plaintiff alleges retaliation
for: (1) asserting her right to a reasonable accommodation (Count III), and (2) expressing her
concern about the actions of Priest (Count IV) which resulted in two materially adverse actions:
(1) an unreasonable and unjustifiable reassignment, and (2) termination. In response, defendant
alleges that plaintiff fails to demonstrate a materially adverse action or provide a causal
connection between the protected activity and the alleged adverse employment action.
20
Much as was the case with her discrimination claims, plaintiff offers no direct evidence
of this alleged retaliatory behavior. In the absence of any direct evidence, courts in this Circuit
have used the widely known analytical framework articulated in the Supreme Court case
McDonnell-Douglas Corp. v. Green. 411 U.S. 792 (1973); see also Proctor v. UPS, 502 F.3d
1200, 1207 (10th Cir. 2007) (holding that retaliation claims are analyzed under the McDonnellDouglas burden-shifting framework). This framework first requires a plaintiff to establish a
prima facie case of discrimination. Smothers v. Solvay Chems., Inc., 740 F.3d 530, 538 (10th
Cir. 2014) (citing MacKenzie v. City & Cnty. of Denver, 414 F.3d 1266, 1274 (10th Cir. 2005)).
Once established, the defendant employer must offer a “legitimate nondiscriminatory reason for
the adverse employment action.” Id. The burden then shifts back to the plaintiff to show that
“there is at least a genuine issue of material fact as to whether the employer’s proffered
legitimate reason is genuine or pretextual.” Id.
The court notes that, despite plaintiff’s initial allegations of retaliation (namely denial of
reasonable accommodation, transfer to another position, and termination), it appears from her
brief that she is focused solely on what she considers to be the “actual” adverse action: her
termination from employment. Therefore, the court concentrates its discussion of retaliation on
plaintiff’s termination.
A.
Prima facie case4
To establish a prima facie case for retaliation, a plaintiff must show: “(1) that [s]he
engaged in protected opposition to discrimination, (2) that a reasonable employee would have
found the challenged action materially adverse, and (3) that a causal connection existed between
4
The Court notes that claims of retaliation under both the ADA and Title VII are analyzed using the same
basic framework: (1) protected activity; (2) materially adverse action; and (3) causal connection. While analysis
under prongs one and two are identical under both statutory schemes, analysis of the causal connection varies with
regard to Title VII claims.
21
the protected activity and the materially adverse action.” Proctor, 502 F.3d at 1208 (citing Argo
v. Blue Cross & Blue Shield of Kan., Inc., 452 F.3d 1193, 1202 (10th Cir. 2006)).
The anti-retaliation provision of the ADA, much like that of Title VII
protects an individual not from all retaliation, but from retaliation that produces
an injury or harm . . . [A] plaintiff must show that a reasonable employee would
have found the challenged action materially adverse, which in this context means
it well might have dissuaded a reasonable worker from making or supporting a
charge of discrimination.
Hennagir v. Utah Dep’t of Corr., 587 F.3d 1255, 1266 (10th Cir. 2009) (quoting
Burlington, 548 U.S. at 67-68). Although not specifically stated, defendant does not seem to
contest the fact that plaintiff engaged in protected activity or that her termination was a
materially adverse action. Therefore, only causation is at issue.
1.
ADA Retaliation
“A causal connection may be shown by evidence of circumstances that justify an
inference of retaliatory motive, such as protected conduct closely followed by adverse action.”
Sanders v. Shinseki, 2012 U.S. Dist. LEXIS 169415, at *20 (D. Kan. Nov. 29, 2012) (citing
Burrus v. United Tel. Co. of Kan., Inc., 683 F.2d 339, 343 (10th Cir. 1982)). “But unless a very
close temporal proximity exists between the protected activity and the alleged retaliation, the
plaintiff must offer additional evidence to establish causation. Id. (citing Connor v. Schnuck
Mkts. Inc., 121 F.3d 1390, 1395 (10th Cir. 1997)).
Here, plaintiff alleges that the protected activity is both her “status as a person possessed
of one or more disabling conditions,” and her request for reasonable accommodation. Dkt. 1-1,
at 6. Plaintiff’s mere allegation that she is a disabled person is not a basis for retaliation. As
noted above, to establish a prima facie case of retaliation, plaintiff must show that she “engaged
in protected opposition to discrimination.” Proctor, 502 F.3d at 1208 (citing Argo, 452 F.3d at
22
1202). Plaintiff’s bare assertion that defendant “unlawfully retaliated against [her] as a direct
and proximate result of her status as a person possessed of one or more disability conditions,”
(Dkt. 1-1, at 6) is insufficient to meet this requirement.
Plaintiff next alleges that she was terminated because of her request for reasonable
accommodation. The record shows that plaintiff requested to work exclusively from home on
March 12, 2013. Through a series of emails between plaintiff’s counsel and Courreges, it was
determined that plaintiff was not even willing to come in for training on her new position, which
she had been assigned to but not yet started at the time of her short-term disability leave.
Defendant informed plaintiff that it could not make a decision regarding her accommodation
request until she completed the training.
Given plaintiff’s unwillingness to complete the
training, defendant considered plaintiff to have resigned approximately six weeks later, on April
29, 2013, in accordance with its employment policy. The Tenth Circuit has held that a period of
six weeks between the protected activity and the materially adverse action gives rise to a
rebuttable inference of a causal connection. See Anderson, 181 F.3d at 1179. Therefore, giving
plaintiff the benefit of the doubt, she has established a causal connection with regard to her claim
of retaliation in response to her request for reasonable accommodation. As such, the analysis on
this claim must proceed to the next step under the McDonnell-Douglas analysis, which is
whether defendant can offer a “legitimate nondiscriminatory reason for the adverse employment
action.” Smothers, 740 F.3d at 538 (citing MacKenzie, 414 F.3d at 1274). If so, the burden
shifts back to plaintiff to show that “there is at least a genuine issue of material fact as to whether
the employer’s proffered legitimate reason is genuine or pretextual.” Id.
Here, defendant states that plaintiff’s alleged involuntary separation was the result of
three things: (1) she had been on leave for nearly eight months, (2) her proposed conditions on
23
which she would return to work were unreasonable, and (3) she refused to return to the
workplace to be trained in her new role. Dkt. 47, at 20. Plaintiff has not responded with specific
facts which suggest otherwise. As such, no reasonable jury could find that defendant retaliated
against plaintiff for her request for reasonable accommodation.
Defendant’s motion for
summary judgment with regard to plaintiff’s retaliation claim concerning her request for
reasonable accommodation (Count III) is therefore granted.
2.
Title VII Retaliation
In 2013, the Supreme Court altered its view of causation with regard to Title VII
retaliation claims. These claims are now subject to a heightened “but-for” causation standard.
Under this standard, “a plaintiff making a retaliation claim ‘must establish that his or her
protected activity was a but-for cause of the alleged adverse action by the employer.’” Grote v.
Beaver Express Serv., LLC, 2013 U.S. Dist. LEXIS 115383, at *22-23 (10th Cir. 2013) (citing
Univ. Of Tex. Southwestern Med. Ctr. v. Nassar, 133 S. Ct. 2517, 2534 (2013) (emphasis
added)). This standard “requires proof that the unlawful retaliation would not have occurred in
the absence of the alleged wrongful action or actions of the employer.” Nassar, 133 S. Ct. at
2533.
Given this heightened causation standard, plaintiff is required to show that, absent
defendant’s retaliatory intent due to plaintiff’s complaints about Priest, she would not have been
terminated. Plaintiff offers absolutely no evidence of such retaliatory intent. Furthermore, the
court notes that plaintiff’s termination occurred on April 29, 2013, nearly a year after any
documented complaints about Priest by plaintiff. No reasonable jury could find that defendant
retaliated against plaintiff for her complaints about Priest. As such, defendant is entitled to
summary judgment on plaintiff’s Title VII retaliation claim (Count IV).
24
IT IS THEREFORE ORDERED this 23rd day of September, 2014, that defendant’s
Motion for Summary Judgment (Dkt. 37) is hereby granted.
s/ J. Thomas Marten____
J. THOMAS MARTEN,
CHIEF JUDGE
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