Palmer v. Marathon Petroleum Company, LP
Filing
66
MEMORANDUM OPINION & ORDER, Deft, Marathon Petroleum Company, LP's 28 MOTION for Summary Judgment is SUSTAINED . Signed by Judge Henry R. Wilhoit, Jr on 10/12/18.(JLS)cc: COR
UNITED STATES DISTRICT COURT
EASTERN DISTRICT OF KENTUCKY
NORTHERN DIVISION
ASHLAND
OCT 12 2018
Civil Action No. 17-68-HRW
APRIL PALMER,
v.
PLAINTIFF,
MEMORANDUM OPINION AND ORDER
MARATHON PETROLEUM COMPANY, LP,
DEFENDANT.
This matter is before the Court upon Defendant Marathon Petroleum Company, LP's
Motion for Summary Judgment [Docket No. 28]. The matter has been fully briefed by the
parties [Docket Nos. 28-1, 31 and 43]. For the reasons set forth herein, the Court finds that
Defendant is entitled to judgment as a matter of law.
I.
This case arises from the termination of Plaintiff April Palmer's employment at
Marathon Petroleum Company, LP ("MPC").
The facts are, for the most part, undisputed. Indeed, Plaintiff provides very little in the
way of factual recitation in her response to Defendant's dispositive motion and accompanying
affidavit. The salient factual disputes are noted below.
A.
2011
In February 2011, MPC hired Ms. Palmer to work as a Training Specialist at its Marine
Transportation Division ("Marine") in Catlettsburg, Kentucky. [Docket No. 29-6, Deposition of
April Palmer, p. 36-37].
According to MPC, Training Specialists facilitate training for different divisions, or client
groups, within Marine. [Id. at p. 37- 38]. Specifically, they are responsible for determining the
training needs of a given client group, finding vendors to supply an appropriate training program,
and vetting those vendors to determine whether the program meets the client's specific needs. Id.
Once the Training Specialist finds an appropriate training program, she must schedule and
oversee the training session, ensure that appropriate resources are provided during the session,
and document who attended. [Id.]. Training Specialists must be able to work independently, with
limited assistance and oversight from others, and manage several projects at once. [Docket No.
27-7, Affidavit of Kathy Brown,
if 5].
When Ms. Palmer was hired, the Training Department consisted of Supervisor Terri
Rufus and Training Specialist Mandy Casto. [Docket No. 29-6. at pp. 38 - 40]. Client groups
were divided into two categories-Maintenance and Boat Operations. Id. Ms. Palmer was
generally responsible for the Maintenance groups, while Ms. Casto handled the Boat Operations
groups. Id.
Ms. Palmer signed an Employee Agreement, which stated that "employment is at will,
and terminable at any time for any reason not otherwise prohibited by law. Id. at p. 35 -36.
According to Ms. Palmer, MPC was aware that she suffered from ADHD, Chron's disease and
fibromyalgia. Id. at p. 34.
Like most companies, MPC has an annual performance review process for employees. Id.
at p. 115. Goals are set for each employee at the beginning of each year. Id. The employee and
their supervisor evaluate the employee's performance, based, at least in part, on their success in
achieving the aforementioned goals by the end of the year. Id. Both the employee and his or her
supervisor document their evaluations in a Performance Development Workbook. The
2
employee's Performance Competencies are ranked on a scale of 1 through 5, with 1 representing
superior performance and 5 representing the opposite. [Docket No. 29-8, 2011 Performance
Development Workbook].
Ms. Rufus completed one such Workbook at the end of 2011. Id Ms. Palmer received
an average rating of 3 for all of the Competencies except "Collaboration," for which she earned a
slightly better score of 2. Id. However, some of Ms. Rufus's comments suggested that Ms.
Palmer had problems with time management and organization. For example, she suggested that
Ms. Palmer improve her email communications and "focus on communicating the 'whys' when
requesting information from others." Id. She also indicated that Ms. Palmer spent more time with
client group members than her actual projects required and reminded her to balance her time. Id
Finally, Ms. Rufus noted that Ms. Palmer had set goals for 2012, including "personal
development in time management and organization," which "should help her prioritize work and
complete it in a timely manner." Id.
B.
2012
Ms. Rufus left the Training Department in 2012. [Docket No. 29-6, p. 40-41]. Shortly
thereafter, MPC reorganized the Training Department, bringing it under the purview of the
Human Resources Department and Human Resources Manager Chet Smith. Id. Accordingly, Mr.
Smith completed Ms. Palmer's 2012 Performance Development Workbook. [Docket No. 29-9,
2012 Performance Development Workbook]. Ms. Palmer again received average ratings for all of
the Performance Competencies except "Diversity Orientation," for which she earned a slightly
better rating of 2. Id. Mr. Smith stated that Ms. Palmer still needed to improve her
communications and work on meeting the needs of client groups. Id.
3
He noted:
April should continue to work on improving all of our training
functions such as organizing information and tracking & crediting
training participation. April is professional with her
communications but her message can sometimes be lost in the
communications. She should focus on being more concise in her
communications.
Id.
c.
2013
In 2013, Ms. Palmer requested intermittent FMLA leave in connection with her Crohn's
disease. [Docket No. 29-10]. MPC approved her request. Id. Unfortunately, her condition
worsened; she underwent surgery in July 2013. [Docket No., 26-6, p. 135]. Although she sought
continuous FMLA leave for this surgery, MPC did not receive the completed Certification from
her surgeon until after the procedure. Id. Nonetheless, MPC officially designated the 6 to 8
week period following Ms. Palmer's surgery as FMLA-protected leave. [Docket No. 29-11].
In September 2013, Ms. Palmer's surgeon, Harry Reynolds, M.D., determined that she
could work from home on an as-tolerated basis. [Docket No. 29-6, p. 141]. A month later, he
cleared her for full-time work, with the sole restriction that she may need to get up often. [Docket
No. 29-12, Dr. Reynold's note]. Despite Dr. Reynolds' release to full-time work, MPC
implemented a Transitional Duty Program for Ms. Palmer so as to ease her back into work.
[Docket No. 29-13, Transitional Duty Agreement].
While Ms. Palmer was on leave, Kathy Brown was hired as the Training Supervisor for
the Training Department. [Docket No. 29-6, p. 41]. Ms. Brown completed Ms. Palmer's 2013
Performance Development Workbook, with some input from Mr. Smith. [Docket No. 29-14,
4
2013 Performance Development Workbook]. Ms. Palmer received an average rating of 3 for
three of the Performance Competencies and a below average rating of 4 for the other four
Competencies. Id. Ms. Palmer received an Overall Rating of 4, indicating that she "[g]enerally
meets performance expectations in some behaviors listed for each competency but has significant
need for development in many of the behaviors." Id. Specifically, Ms. Brown noted that Ms.
Palmer "needs to take more ownership of prioritization within a project," become more "selfreliant," and "work on her planning skills to be able to plan a project." Id.
Ms. Brown observed:
There were areas of April's performance that fell short of
expectations in 2013. These were discussed with April in the fourth
quarter of 2013 and have been noted throughout this workbook. It
will be unacceptable to maintain the same level of performance in
2014.
Id.
In response to these comments, Ms. Palmer stated that her "performance was adversely
affected by the barriers of a medical crisis." Id.
D.
2014
Ms. Palmer states that, in January 2014, she discovered that the criticism in her 2013
performance review was based upon incorrect data entries made not by Ms. Palmer, but by the
temporary employee assigned to her position while she was on leave. [Docket No. 29-6, p. 148].
She contends that she explained this to Ms. Brown. Id. at p. 131. However, MPC denies
receiving any documents which would purport to substantiate her claim; nor has MPC been
provided any evidence in this regard during the pendency of this lawsuit.
5
In 2014, Ms. Palmer again took intermittent and continuous FMLA leave for her Crohn's
disease. [Docket No. 29-15].
On August 4, 2014, Ms. Palmer had a mid-year review discussion with Ms. Brown,
during which she learned that she would receive another low rating of 4. [Docket No. 29-16,
2014 Mid-Year Review Notes]. Ms. Brown explained that Ms. Palmer's projected rating was
based on her continued failure to meet deadlines. Id.. She further stated that Ms. Palmer's
deficiencies with paperwork and data entry persisted, and that her prioritization of projects still
needed work. Id.
At the end of the year, Ms. Palmer received an Overall Rating of 3. [Docket No. 29-17,
2014 Performance Development Workbook]. Ms. Brown stated that Ms. Palmer "needed to
continue working on setting priorities for her assignments" and "keep focus on what is being
asked of her and not try to delve into something that isn't necessary." [Id.].
E.
2015
On Friday, September 25, 2015, Ms. Palmer slipped and fell while wearing flip flops at
work. [Docket No. 29-6, p. 172-173]. She was treated at the scene by Monica Bush, a nurse
from MPC's employee health department who determined that she did not require further
treatment but advised her to contact the on-call nurse if her condition worsened over the
weekend. Id. Otherwise, she could simply return to MPC's health department for a follow-up
examination on Monday. Id. According to Ms. Palmer, she sought treatment at a MedExpress
over the weekend. She alleges that Ms. Brown reprimanded her for seeking outside treatment .
Id. at p. 65. Ms. Palmer filed a workers' compensation claim shortly thereafter. Id. at p. 210.
Following the accident, Mr. Smith updated the dress code to include a ban on flip-flops,
6
sandals, and other open-toed footwear. Id. at p. 181-182. Despite Ms. Palmer's previous slip and
fall wearing flip-flops, she violated the new flip-flop ban twice in the month following its
introduction. Id. at p. 182 -184.
Ms. Palmer maintains that after she returned to work on October 1, 2015, the excessive
criticism of her performance began. She testified that her workload became heavier. [Docket No.
31-2]. She also claims that Ms. Smith asked her about Ms. Palmer's seeking legal representation
for her workers' compensation claim. Id. Ms. Smith denies making any comments in this regard.
[Docket No. 29-7].
The next item in the chronology is a discussion between Ms. Brown and Ms. Palmer on
October 13, 2015. Ms. Brown asked Ms. Palmer about the status a particular project. [Docket
No. 29-6, p. 64]. Ms. Palmer testified that Ms. Brown told her, in a raised voice, to get the
project done "or else." Id. Ms. Palmer documented this exchange in an email that she sent to
herself using her work email account. [Docket No. 29-20]. Ms. Palmer also reported this
incident to Mr. Smith. [Docket No. 29-6, p. 710].
Three days later, Mr. Smith called a meeting with Ms. Palmer and Ms. Brown to discuss
the aforementioned incident. Id. According to Ms. Palmer, Ms. Brown told her, "If you're
calling me out, I'm calling you out. You wait and see." Id. Ms. Palmer first testified that she
believed this to be a threat pertaining to her performance review. Id. But she later testified that
she did not know what Ms. Brown meant when she said she would "call her out." [Docket No.
29-22, p. 30].
Around the same time, Ms. Palmer submitted a note from her psychiatrist, Dr. Nika
Razivapour, to Mr. Smith. The note stated:
7
To whom it may concern,
Due to April's attention deficit disorder, she does have trouble
managing her time and finishing tasks. Any available training or
help with work or longer time to finish projects would be very
helpful to reduce her stress and improve her performance.
[Docket No. 29-23].
On December 29, 2015, MPC received a note from Ms. Palmer's neurologist, Dr. Ronald
Barebo, stating that she had "complex medical issues" and "may need flexibility in her schedule
while undergoing [further] evaluation." [Docket No. 29-24].
Two days later, Ms. Palmer submitted two more medical notes to MPC, one from Dr.
Razivapour, the other from Sheree Overfelt, a therapist. [Docket No. 29-25]. Both notes included
a series of suggested accommodations for Ms. Palmer. Id. Dr. Razivapour recommended that
MPC allow Ms. Palmer flexible work hours and ample time to complete tasks that do not require
more than 40 hours per week, explain clear expectations of her responsibilities, assign a new
project only after she has finished one, provide specialized training for time management and
multitasking, allow the use of a recorder or Dragon software, and allow a work schedule to
accommodate her treatment of Crohn's. Id. Similarly, Ms. Overfelt suggested that MPC present
instructions in both written and oral format, allow digital recording, permit extended time for
training, reduce distractions in her work space, clearly define job requirements, offer the use of
computer technology for written work such as One Note and Dragon Speak, allow set times
during the work day to organize her work space, and provide written or verbal reminders for
meetings. Id.
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Mr. Smith acknowledged receipt of both notes and stated that he would need time to
evaluate the accommodation requests listed therein. [Docket No. 29-5]. He also noted that he had
already authorized Ms. Palmer to attend a time management course that fit the criteria. Id.
F.
2016
On January 18, 2016, Marine Medical received an FMLA Certification form from Ms.
Palmer's internist, Dr. Kevin Yingling, dated August 24, 2015, request for intermittent FMLA
based on Ms. Palmer's Crohn's disease. [Docket No. 29-26]. MPC designated intermittent
leave taken between August 25, 2015 and February 24, 2016, as FMLA-protected. Id. MPC
processed another intermittent leave request on Ms. Palmer's behalf based on Dr. Barebo's
December 2015 note. [Docket No. 29-27]. Dr. Barebo completed and submitted a Certification
form supporting the leave request, but MPC requested additional clarification from him. Id.
While on leave, on January 19, 2016, while Ms. Palmer was saw therapist William Webb.
He wrote a note to MPC stating that Ms. Palmer suffered from chronic pain and that her "current
pain level has rendered her temporally unable to perform any type of work or physical activity."
Upon receiving this note, MPC asked for more information from Dr. Webb [Docket No. 29-28].
Ms. Palmer attempted to return to work on February 2, 2016. However, Mr. Smith sent
her home becausehe had not yet received the requested clarification. [Docket No. 29-29].
A week later, Dr. Webb completed a Return to Work note, indicating that Ms. Palmer
could return to an "unrestricted trial to full-time work." [Docket No. 28-28]. Ms. Palmer
returned to work on that day, but MPC again requested clarification on Dr. Webb's second note.
Id.
Ms. Palmer asserts that Ms. Brown accused her of trying to use her medical issues as a
9
excuse for her subpar job performance and [Docket No. 29-6, p. 215]. Ms. Brown denies any
such exchange. [Docket No. 29-7].
Ms. Palmer's next performance review was, once again, not positive. Ms. Brown noted
that Ms. Palmer "still needs to focus on time management," observing that "[h]er work
assignments are fewer this year but I don't see her using the extra time efficiently." [Docket No.
29-30]. Ms. Brown suggested that Ms. Palmer improve her time management skills by
"focus[ing] more on getting results and spend less energy on complaining about deadlines being
difficult even after deadlines were pushed back" and "spend[ing] less time on non-core tasks
such as the shoe drive or optional meetings." Id. She then recommended that Ms. Palmer "quit
spending time chatting with co-workers about non-work related items if she is having problems
meeting deadlines." Id. Office cleanliness and timely submission of leave documentation were
identified as further areas for improvement. Id. Because Ms. Palmer received the lowest
performance rating, based mostly on behaviors that she had struggled with throughout her time
with MPC, she was told that she would be placed on the 90-day Performance Improvement
Program ("PIP"). Id.
Notably, MPC had yet to receive the requested clarification from Dr. Webb. In an effort
to obtain further information with regard to Ms. Palmer's medical conditions and as permitted by
the FMLA, MPC scheduled an independent medical exam ("IME") with Dr. Peter Boxer. Id. In
the interim, however, Ms. Palmer was granted continuous leave beginning February 15 until
released to work by Dr. Boxer or until leave was exhausted. [Docket No. 29-32].
Ms. Palmer attended the IME on February 19, 2016. [Docket No. 29-33]. Three days
later, Dr. Boxer submitted his findings to MPC. He released Ms. Palmer to return to work with
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the following suggested accommodations: give her verbal instructions regarding all
responsibilities/assignments, to be followed by specific written instructions as soon as possible;
provide her with a portable electronic organizer; provide her with time and project management
training; provide her with as quiet a work environment as possible; and assist her with finding an
ADHD coach. Id. Based on his report, MPC denied the leave requests initiated in connection
with the incomplete forms submitted by Dr. Barebo and Dr. Webb.
However, MPC approved yet another FMLA leave request in connection with her
Crohn' s disease, thereby designating intermittent leave taken through August 24, 2016, as
FMLA-protected. [Docket no. 29-34].
Meanwhile, MPC took steps to implement Dr. Boxer's suggested accommodations. In
addition to the PIP, which articulated specific goals, set precise deadlines, and contemplated
regular progress meetings with her supervisors, Ms. Palmer had a company-issued laptop with
calendar and task management applications, a private office with a door, and Mr. Smith's
permission to attend a one-day time management seminar at company expense. Id MPC also
offered to finance sessions with an ADHD coach through its Employee Assistance Program
("EAP)"). [Docket No. 29-46]. Although Ms. Palmer indicated that she was interested in this
option, she repeatedly failed to respond emails regarding scheduling these sessions. Id
MPC contacted Dr. Boxer about its efforts in order to ensure that they were consistent
with his recommendations and sufficient to meet Ms. Palmer's needs. Id Dr. Boxer answered in
the affirmative. Id.
Mr. Smith and Ms. Brown met with Ms. Palmer in early March 2016 to implement her
90-day PIP, which would run from March 3 through June 3. They explained the purpose of the
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PIP and the consequences of failure to meet the goals set forth therein, namely, termination.
Two days later, Ms. Palmer filed a complaint against Mr. Smith and Ms. Brown to
MPC's Business Integrity & Compliance Office ("BI&C"). [Docket No. 29-39]. Ms. Palmer
alleged that Mr. Smith and Ms. Brown retaliated against her for filing a workers' compensation
claim, as well as seeking FMLA leave and accommodations. Id. BI&C investigated the claim, but
found it to be unsubstantiated. Id.
For the next three months, despite being placed on PIP and notwithstanding the
accommodations afforded her, the record reveals that Ms. Palmer's performance was erratic.
While Ms. Brown occasionally noted improvements such as "April is doing much better on
reporting when she is going to be off of work or will be late as of 3/30/2016" and "April's office
cleanliness is better but still needs improvement," most of her comments reflected now-familiar
concerns about time management, project prioritization, and organization. Id. For instance, Ms.
Brown wrote:
I see no improvement in how April is handling her tasks. There has
been a constant issue of her sending emails and waiting on
responses and therefore little or no work is getting done. This is
reflected in her weekly notes.
[Docket No. 29-37].
In May 2016, Ms. Palmer accessed her PIP's "meta-data" and learned that Ms. Brown had
first created it in late October 2015. [Docket No. 29-22, p. 43-36]. This discovery prompted her
to file another complaint with BI&C, again accusing Mr. Smith and Ms. Brown of retaliation. Id.
She also contacted MPC's Integrity Hotline. Id.
In June, Ms. Palmer submitted another intermittent FMLA leave request, supported by a
12
Certification from her infectious disease specialist, Dr. Thomas Rushton, who indicated that such
leave was needed for her Chronic Fatigue Syndrome ("CFS"). [Docket No. 29-40]. On June 2,
2016, MPC requested that Dr. Rushton provide clarification with regard to his request. Id.
On June 13, Ms. Palmer contacted Mr. Smith and informed him that her
gastroenterologist, Dr. John Eastone, recommended a three week leave of absence. Mr. Smith
advised that she would need to use sick leave until MPC received his Certification. [Docket No.
29-41].
MPC later denied her request for intermittent leave based on CFS because it did not
receive the requested clarification from Dr. Rushton, but approved her continuous leave request
based on Dr. Eastone's certification. [Docket No. 29-42]. Accordingly, Ms. Palmer's leave from
June 10 through July 5 was designated as FMLA protected leave. Id.
Ms. Palmer's PIP expired just before she took leave. Her supervisors felt that she had
demonstrated little, if any, improvement in the areas identified in the PIP. Id. As such, they
believed termination of her employment was appropriate. Nevertheless, MPC decided that
termination would be postponed until Ms. Palmer finished her FMLA leave.
Accordingly, when Ms. Palmer returned to work on July 5, 2016, she was immediately
directed to meet with Mr. Smith and Ms. Brown, who informed her that her employment with
MPC was terminated for failure to meet the expectations in the PIP.
Ms. Palmer filed two Charges of Discrimination against MPC with the Equal
Employment Opportunity Commission ("EEOC") alleging that MPC discriminated against her
on the basis of age and disability. [Docket No. 29-43]. The EEOC dismissed both charges.
G.
Procedural History
13
Ms. Palmer filed this lawsuit in Boyd Circuit Court against MPC, alleging violations of
the Age Discrimination in Employment Act ("ADEA''), the Americans with Disabilities Act
("ADA"), and the Family Medical Leave Act ("FMLA").
MPC removed the matter to this Court. MPC now seeks summary judgment as to all
claims alleged against it.
II.
Rule 56 of the Federal Rules of Civil Procedure provides that summary judgment "shall
be rendered forthwith if the pleadings, depositions, answers to interrogatories, and admissions on
file, together with the affidavits, if any, show that there is no genuine issue as to any material fact
and that the moving party is entitled to a judgment as a matter of law." Fed. R. Civ. P. 56©.
Alternatively, summary judgment is denied "[i]f there are any genuine factual issues that properly
can be resolved only by a finder of fact because they may reasonably be resolved in favor of
either party." Hancock v. Dodson, 958 F.2d 1367, 1374 (6th Cir. 1992) (quoting Anderson v.
Liberty Lobby, Inc., 477 U.S. 242, 250 (1986) ).
The party seeking summary judgment bears the initial burden of informing the court of
the basis for its motion and identifying those portions of the pleadings, depositions, answers to
interrogatories, and admissions on file, together with the affidavits, which it believes demonstrate
the absence of a genuine issue of material fact. Celotex Corp. v. Catrett, 477 U.S. 317, 323
(1986). The burden then shifts to the nonmoving party who "must set forth specific facts showing
that there is a genuine issue for trial." Anderson, 477 U.S. at 250 (quoting Fed. R. Civ. P. 56(e) ).
Once the burden of production has shifted, the party opposing summary judgment cannot rest on
its pleadings or merely reassert its previous allegations. It is not sufficient to "simply show that
14
there is some metaphysical doubt as to the material facts." Matsushita Elec. Indus. Co., Ltd. v.
Zenith Radio Corp., 475 U.S. 574, 586 (1986). Rule 56 "requires the nonmoving party to go
beyond the [unverified] pleadings" and present some type of evidentiary material in support of its
position. Celotex Corp., 477 U.S. at 324.
In determining whether a genuine issue of material fact exists, a court must assume as
true the evidence of the nonmoving party and draw all reasonable inferences in the favor of that
party. Anderson, 477 U.S. at 255. If the parties present conflicting evidence, a court may not
decide which evidence to believe by determining which parties' affirmations are more credible.
Id. Rather, credibility determinations must be left to the fact-finder. Id. However, the mere
existence of a scintilla of evidence in support of the nonmoving party is not sufficient to avoid
summary judgment. Id at 252. "There must be evidence on which the jury could reasonably find
for the plaintiff." Id. The inquiry, then, is whether reasonable jurors could find by a
preponderance of the evidence that the nonmoving party is entitled to a verdict. Id.
In ruling on a motion for summary judgment, "[a] district court is not ... obligated to
wade through and search the entire record for some specific facts that might support the
nonmoving party's claim." lnterRoyal Corp. v. Sponseller, 889 F.2d 108, 111 (6th Cir. 1989),
cert. denied, 494 U.S. 1091 (1990). Thus, the court will rely upon the Rule 56 evidence
specifically called to its attention by the parties. The Rule 56 evidence includes the verified
pleadings, depositions, answers to interrogatories and admissions on file, as well as any affidavits
properly submitted. Fed. R. Civ. P. 56( c ).
III.
Plaintiff maintains that the termination of her employment was in violation of the ADA
15
and the FMLA. 1 The Court will address each argument in turn.
A.
ADA
The ADA prohibits covered employers 2 from discriminating against employees based
upon their disability. Among other things, the ADA defines "disability" as a "physical or mental
impairment that substantially limits one or more ... major life activities," 42 U.S.C. § 12102(A)
or as "being regarded as having such an impairment." § 12102( C).
There appears to be no dispute that Ms. Palmer was disabled or considered to be disabled.
Although Ms. Palmer conflates her arguments, she appears to advance four theories of
discrimination based upon her disability: disparate treatment, retaliation, failure to accommodate,
and hostile work environment.
i Disparate Treatment
"Disparate treatment is the most easily understood type of discrimination. The employer
simply treats an employee less favorably than others because of the employee's race, color,
religion, sex, or (disability]." Teamsters v. United States, 431 U.S. 324, 335, n. 15 (1977). See
1
In her response to MPC's dispositive motion, Plaintiff makes no argument in support of
her claims for age discrimination and FMLA interference. As such, these claims are deemed
abandoned. See, e.g., Clark v. City of Dublin, Ohio, 178 Fed.Appx. 522, 524-25 (6th Cir.2006)
(finding that, when a plaintiff did not properly respond to arguments asserted by a defendant's
motion for summary judgment as to two claims, "the District Court did not err when it found that
the Appellant abandoned [those] claims"); Conner v. Hardee's Food Sys., Inc., 65 Fed.Appx. 19
(6th Cir.2003) (finding that the plaintiffs had abandoned their claim "[b ]ecause [they] failed to
brief the issue before the district court"); Parker v. Zale Corp., 864 F.Supp.2d 670, 684-85
(E.D.Tenn.2012) (finding that defendants are entitled to summary judgment as to claims that
plaintiff abandons at the summary judgment stage); Anglers of the Au Sable v. United States
Forest Svc., 565 F .Supp.2d 812, 839 (E.D.Mich.2008) ("It is well settled that abandonment may
occur where a party asserts a claim in its complaint).
2
Neither party disputes that MPC is covered by the ADA.
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also Hazen Paper Co. v. Biggins, 507 U.S. 604, 609 (1993) . Liability in a disparate-treatment
case "depends on whether the protected trait actually motivated the employer's decision." Id.
Disparate treatment can be proven by either direct or circumstantial evidence. So-called
smoking-gun evidence is rare in cases involving workplace discrimination and is absent in this
case. Therefore, Ms. Palmer must construct a circumstantial case, which invokes the three-part
protocol articulated McDonnell Douglas Corp. v. Green, 411 U.S. 792, 93 S.Ct. 1817, 36
L.Ed.2d 668 (1973).
Under the McDonnell Douglas analysis, a plaintiff must first make out a prima facie case
of discrimination. Skrjanc v. Great Lakes Power Serv. Co., 272 F.3d 309, 315 (6th Cir.2001).
She bears the burden of demonstrating the following five elements: (1) she has a disability; (2)
she is otherwise qualified for the position, with or without reasonable accommodation; (3) she
suffered an adverse employment action; (4) [MPC] knew or had reason to know of his or her
disability; and (5) she was replaced by someone outside the protected class or the position
remained open. Williams v. AT & T, 639 F.3d 253, 259 (61h 2011). "The burden then shifts to
[the defendant] to articulate a legitimate, nondiscriminatory reason for [the adverse action]."
Skrjanc, 272 F.3d at 315. If the defendant states such a reason, the plaintiff then has the burden
of showing that the defendant's articulated reason is a pretext for discrimination. Id
Ms. Palmer testified about comments that Ms. Brown allegedly made about her ADHD.
For example, when Ms. Brown relayed Ms. Palmer's 2014 request for a time management course to
Mr. Smith, she allegedly stated, "Wait until you hear this. She says she has ADHD, whatever that is."
[Docket No. 29-6, p.52- 53]. Ms. Palmer also alleges that Ms. Brown stated that she was "trying to
make a medical issue out of her performance" during their 2015 review meeting. Id. at p. 100. Ms.
17
Palmer further testified to an occasion where she expressed a need for assistance, and Ms. Brown
told her that she would just have to adjust, but could not recall when Ms. Brown made this
statement. Id. at p. 214. Of these three isolated remarks, the first is the only one that clearly
pertains to her disabilities it does not appear to express discriminatory animus. The comment,
while insensitive, appears to be benign, given the undisputed fact that MPC took substantial steps
to accommodate her ADHD.
As the remainder of the McDonnell Douglas analysis pertains to Ms. Palmer's claim of
retaliation, the Court will address MPC's reason for terminating her employment and Plaintiffs
attempt to establish pretext infra.
ii. Retaliation
As part of her ADA claim, Ms. Palmer contends that MPC retaliated against her for
requesting accommodations.
To establish aprimafacie case of retaliation, Ms. Palmer must show that: (1) she engaged
in protected activity under the ADA; (2) MPC knew of this exercise of protected rights; (3) MPC
subsequently took an employment action adverse to her or subjected her to severe or pervasive
retaliatory harassment; and (4) there was a causal connection between the protected activity and
the adverse employment action. Id.
In support of her claim, Ms. Palmer states that Ms. Brown was hostile toward her in
2015, gave her a poor performance rating, and created her PIP. Yet, the evidence reveals that
Ms. Palmer's initial accommodation requests occurred at some point in 2014, more than a year
before these instances occurred. Thereafter, as Ms. Palmer points out, Ms. Brown allegedly
became hostile toward her and created her PIP in October 2015. But the PIP was created before
18
she began requesting accommodations in December 2015 and January 2016. This undisputed
sequence of events simply fails to support any casual connection between Ms. Palmer's request
for accommodations and any adverse action as a matter of law.
Interestingly, Ms. Palmer make no argument whatsoever with regard to her primafacie
burden, stating, rather boldly, "there is no question that Palmer establishes a primafacie case of
discrimination and/or retaliation." [Docket No. 31, p.8]. Even if one were to regard Ms.
Palmer's evidence as adequate to present a prima facie case of discrimination, the Court's
analysis is far from over. The ball moves to MPC's court. MPC argues that it had a legitimate,
non-discriminatory reason to terminate Ms. Palmer, to-wit, her increasingly poor work
performance. The Court agrees. The record is replete with evidence in this regard.
The burden now rests upon Ms. Palmer to establish pretext. This final stage of the
McDonnell Douglas inquiry is more often than not the battleground for the parties. As the
burden of persuasion is upon plaintiff, she must, at this juncture, dissect the mind of her
employer and uncover unspoken opinions which are indicative of discriminatory animus. This is
a difficult row to hoe.
"Under the law of our circuit, a plaintiff can show pretext in three interrelated ways: (1)
that the proffered reasons had no basis in fact, (2) that the proffered reasons did not actually
motivate the employer's action, or (3) that they were insufficient to motivate the employer's
action." Romans v. Mich. Dep't of Human Servs., 668 F.3d 826, 839 (6th Cir.2012) (quoting
Chen v. Dow Chem. Co., 580 F.3d 394, 400 (6th Cir.2009)). The Court notes that these
categories are not the only inquiruies. Rather, they offer a way of marshaling evidence and
focusing it on the ultimate inquiry: "did the employer fire the employee for the stated reason or
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not?" Id. As we have stated, "at bottom the question is always whether the employer made up its
stated reason to conceal intentional [retaliation]." Id
In her response to MPC's dispositive motion, Plaintiff makes four arguments in an
attempt to show pretext and cross the summary judgment hurdle.
First, she maintains that her poor performance has no basis in fact because she showed
Ms. Brown that one of the issues identified in her 2013 performance review was actually caused
by the temporary employee who held her position while she was on medical leave. This
allegation falls far short of establishing pretext. Her cry of "someone else did it" is
unsubstantiated by the record as Mr. Palmer has not produced the documents that allegedly verify
her claim. Even if such evidence existed in the record, it is not relevant; rather it is " stale
because [Ms. Palmer's] performance or [MPC's] expectations may have legitimately changed
since the prior review period." Webb v. ServiceMaster BSC LLC, 438 F. App'x 451, 452-53 (6th
Cir. 2011) (citing Stricklandv. FedEx Corp., 45 F. App'x 421, 424 (6th Cir. 2002) (rejecting the
use of prior performance reviews because they did not establish that the plaintiff was "qualified
at the time of her termination")). Finally, a single incident is merely a blip in Ms. Palmer's
history of poor performance. Ms. Palmer's annual performance reviews are rife with comments
about her disorganization, inadequate communication, inability to prioritize assignments,
deficient time management skills, and an overall lack of sound judgment. These reviews further
reflect that Ms. Palmer's issues worsened, rather than improved, over the course of her career at
MPC, despite its efforts to assist her. Thus, her argument does not undermine the factual basis for
MPC's ultimate decision.
Ms. Palmer's second attempt to establish pretext is, in a few words, " if I was so bad they
20
should have terminated me long before this." She argues that MPC would not have tolerated her
for so long if her performance had truly been deficient. This overly simplified argument ignores
the function and purpose of MPC's performance management system and processes, which are in
place to help employees succeed at the company. When Ms. Palmer's reviews were not
favorable, MPC used the mechanisms it hasd, such as PIP, to help and encourage her to improve.
Similarly, Ms. Palmer asserts that her poor performance did not actually motivate the
termination decision because MPC did not tell her that she was terminated for poor performance.
Ms. Palmer's purported ignorance of the reason for her termination is implausible, given her
placement on the PIP, which expressly indicates that non-compliance may result in termination
Moreover, nothing in the record suggests that MPC was required to state, again and again, the
reason for her termination.
Finally, Ms. Palmer concludes that "[w]henjob performance criticisms and PIPs follow
immediately after workplace injuries and employee reports of misconduct, surely the temporal
connection implies pretext." Yet, she stops there, with no evidence.
A case alleging unlawful discrimination and/or retaliation is not a vehicle for litigating
the accuracy of the employer's grounds for termination. Ms. Palmer's bare assertion that MPC' s
proffered reason for terminating her employment has no basis in fact is not enough to establish
pretext. Instead, she must offer some evidence that discrimination and/or retaliation was the real
reason for the adverse action. St. Mary's Honor Ctr. v. Hicks, 509 U.S. 502, 515 (1993) (stating
that "a reason cannot be proved to be 'a pretext for discrimination unless it is shown both that the
reason was false, and that discrimination was the real reason). To defeat a summary judgment
motion in such circumstances, the "plaintiff must produce sufficient evidence from which the
21
jury could reasonably reject the defendant's explanation and infer that the defendants acted with
discriminatory animus. Braithwate v. Tinken Co., 258 F.3d 488, 494 (6th Cir.).
Ms. Palmer has given this Court only theories and speculation, neither of which is
sufficient to establish pretext.
m.
Failure to Accommodate
Discrimination under the ADA includes "not making reasonable accommodations to the
known physical or mental limitations of an otherwise qualified individual with a disability who is
an ... employee .... " 42 U.S.C.§ 12112(b)(5)(A). To prove a failure-to-accommodate claim under
the ADA, a plaintiff must show that she has a disability, that she is otherwise qualified for his
position, and that the defendant refused to make a reasonable accommodation. Stefanski v. WW
Grainger, Inc., 155 Fed.Appx. 177, 2005 WL 2572369 (citations omitted).
Crucial to a plaintiffs claim in this regard is proving that she requested a reasonable
accommodation. See Tubbs v. Formica Corp., 107 Fed.Appx. 485, 488 (6th Cir.2004) (citing
Cassidy v. Detroit Edison Co., 138 F.3d 629, 633-34 (6th Cir.1998)). A plaintiff must not only
demonstrate the requested accommodation was reasonable but also that any offered alternatives
were inadequate. Trepka v. Board of Education, 28 Fed. Appx. 455, 459 (6th Cir. 2002).
Ms. Palmer identified the following requests for accommodation: (1) asking Mr. Smith
about her performance and whether she needed to do anything prior to her surgery in 2013; (2)
requesting permission to attend a time management course in 2014; (3) submitting a note from
Dr. Razivapour in September 2014; (4) submitting a note from Dr. Razivapour in late 2015; (5)
submitting a note from Ms. Overfelt in late 2015; (6) requesting permission to attend a time
management course in late 2015; and (7) submitting a note from Dr. Razivapour in early 2016.
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The 2013 conversation does not appear to be a request for accommodation under the
ADA. Ms. Palmer did not actually ask Mr. Smith to change anything about her work schedule,
duties, or environment.
Similarly, although, Ms. Palmer submitted a note written by Dr.
Razivapour in September 2014, she was unable to testify if it contained specific items that she
needed to manage her ADHD. These two instances cannot objectively be considered requests for
accommodation.
With regard to her request for permission to attend a time management course in 2014,
Ms. Palmer explained that she had found two courses and that she ultimately attended one along
with MPC administrative professionals and nursing staff. [Docket No. 26-6, p. 56]. However,
Ms. Palmer testified that this course was not advanced enough for her. Id. Yet, her opinion
about the course does not obviate the fact that she asked to attend a course and MPC granted her
request.
Ms. Palmer also takes issue with Mr. Smith's handling of her 2015 request for permission
to attend a time management course. While she acknowledged that he granted her request, she
complained that she could not find a course within the parameters that he set. Again, this does
not change the fact that he granted her request. Moreover, she offers no proof that the parameters
were unreasonable or inadequate.
As for Dr. Razivapour' s 2015 note, Mr. Smith considered the accommodations but
concluded that requests for "more help" and "additional time" were vague and unreasonable on
their face, given the limited personnel in the Training Department and the essential functions of
Ms. Palmer's position. Nevertheless, Mr. Smith indicated that Ms. Palmer could request
additional assistance or extended deadlines on an as-needed, case-by-case basis. Many of the
23
accommodations relating to her ability to work from home and record information simply were
not doable given her job description. [Docket No. 29-5, Affidavit of Chet Smith]. Training
Specialists are required to meet regularly with their client groups on-site. Id. These meetings
may involve sensitive business information that MPC does not wish to have preserved in
recorded form. Id. Even so, before Mr. Smith made a final decision about these suggested
accommodations, Ms. Palmer submitted additional FMLA accommodation and leave requests
for other medical conditions/issues that ultimately led to her IME. Dr. Boxer's report included a
list of similar accommodations, many of which MPC implemented in short order, thereby
obviating the need for further consideration of the previous lists.
A review of the evidence proffered by both parties demonstrates that MPC did not fail to
accommodate Ms. Palmer's ADHD. Although Ms. Palmer maintains that MPC did not
accommodate her condition in the manner that she preferred, this is not the standard. ADA
accommodations are subject to reasonableness, not employee preferences. See Trepka, 28 Fed.
Appx. at 459.
Therefore, her claim fails.
iv. Hostile Work Environment
The Sixth Circuit recognizes ADA hostile work environment claims.
In determining whether there was a hostile or abusive work environment, the court looks to the
totality of the circumstances. Faragher v. City of Boca Raton, 524 U.S. 775, 787-88 (1998). In
particular, the court considers "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." Id. (quoting Harris v. Forklift
24
Sys., Inc., 510 U.S. 17, 23 (1993)).
Accordingly, harassment must be "sufficiently severe or pervasive to alter the conditions
of the victim's employment to create an abusive working environment." Broska v. Henderson, 70
Fed.Appx. 262 (6th Cir. June 30, 2003) (citing Harris, 510 U.S. at 21). Moreover, the inquiry as
to the degree of hostility "has both an objective and subjective component: the conduct must be
severe or pervasive enough to create an environment that a reasonable person would find hostile
or abusive, and the victim must subjectively regard that environment as hostile or abusive." Id.
Finally, "simple teasing, offhand comments, and isolated incidents (unless extremely
serious) will not amount to discriminatory changes in the terms and conditions of employment."
Faragher, supra.
Ms. Palmer alleges that "on or about October 13, 2015, Ms. Brown began making angry
outbursts toward plaintiff and otherwise created a hostile work environment." [Complaint,
Docket No. 1]. Ms. Palmer testified that on that day, Ms. Brown asked her about a specific
project to which she was assigned. [Docket No. 29-6, p. 65]. She describes Ms. Brown as
"hateful," "stem," and "slammed her fist down on the desk." Id.. She characterized their
exchange on October 16 as another "angry outburst." Id. at 69 -72]. MPC characterizes these
instances Ms. Brown addressing and criticizing Ms. Palmer's work performance, which is a part
of her job. See Hill v. Nicholson, 383 F. App'x 503, 511 (6th Cir. 2010) (finding that no
reasonable jury could conclude that the plaintiff was subject to a hostile work environment,
"given that most of [the supervisor's] actions involved mere work-related criticisms ... "in the
Title VII context).
When asked to identify any other instances that contributed to the alleged hostile work
25
environment, Ms. Palmer referred to an incident where she tried to work in a conference room to
be closer to the bathroom because she was having a flare-up, and Ms. Brown told her to return to
her office because she was creating a disturbance. [Docket No. 29-6, p 72]. Ms. Brown also
allegedly reprimanded her for her use of Leaming Services to troubleshoot a computer issue. Id.
Taking the facts alleged in the light most favorable to plaintiff, the Court finds that these
comments do not rise to the level of hostility required; they are in no way severe or pervasive
enough to alter the conditions of Ms. Palmer's employment. Any argument to the contrary
strains the bounds of credibility.
B.
FMLA
The FMLA entitles eligible employees up to twelve weeks of unpaid, job-protected leave
per year. 29 U.S.C. § 2612(a)(l). Employees may use this leave to recover from a serious health
condition or to care for an immediate family member with a serious health condition. Id. The Act
prohibits employers from retaliating against employees who take such leave, or otherwise
interfering with their right to do so. Id. § 2615(a); Hoge v. Honda ofAm. Mfg., Inc., 384 F.3d
238, 244 (6th Cir. 2004).
Ms. Palmer alleges that MPC retaliated against her for taking FMLA
leave.
In analyzing a claim for retaliation within an FMLA context, the court applies the
familiar burden-shifting McDonnell Douglas rubric, discussed supra.
She can establish a
prima facie case of discrimination by showing that (1) she availed herself of a protected right
under the FMLA by notifying MPC of her intent to take leave, (2) she suffered an adverse
employment action, and (3) that there was a causal connection between the exercise of her rights
under the FMLA and the adverse employment action. If she satisfies these three requirements,
26
the burden shifts to MPC to proffer a legitimate, nondiscriminatory rationale for discharging the
employee. Skrjanc, 272 F.3d at 315. Then she can offer evidence of pretext. Id.
Ms. Palmer's claim for FMLA retaliation fares no better than her ADA retaliation claim.
Ms. Palmer identifies her 2015 performance review, her PIP placement, and her termination as
adverse employment actions. Her performance review and PIP are not "adverse employment
actions" because neither "materially altered the terms and conditions of her employment." See
generally, Spees v. James Marine, 617 F.3d 380 (6'h Cir. 2010).
As for her termination, Ms. Palmers gains some traction by emphasizing the timing of her
FMLA leave, from January to June 2016, and her termination in July. However, the chronology
does not negate MPC' s legitimate, nondiscriminatory reason for letting her go.
Again, Ms. Palmer fails to successfully establish pretext. Her own testimony belies her
contention that MPC's motives were retaliatory. During her deposition, Ms. Palmer was asked
by MPC's counsel to explain why she believed MPC retaliated against her:
Q: So you were told that it just wasn't going to work out or
something along those lines, but why do you believe that your
employment was terminated?
A: I believe my - I was terminated inappropriately. For various
reasons. Basically I believe I was retaliated against and
discriminated against for my disabilities. And for requesting
accommodations.
Q: Okay. You believe your job was terminated because you were
retaliated against and discriminated against on the basis of
disabilities and for requesting accommodations?
A: Well, yes, I believe it was - I believe it was multiply motivated,
yes.
Q: Okay. Multiply motivated for reasons other than those you've
just listed?
A: There was a series of protected activities that I had engaged in. I
27
had filed a workers' comp claim. I had asked for accommodation.
Those accommodations were refused. I requested and tried to enact
FMLA. The retaliation - I believe that the performance evaluation
and the PIP were retaliatory.
Q: Anything else?
A: No. I believe I was wrongfully terminated.
[Docket No. 29-6, pp. 42-47].
Ms. Palmer's circular reasoning falls far from establishing issues of material fact
regarding MPC's true motivation for terminating her employment.
C.
Workers' Compensation
Ms. Palmer's alleges that MPC retaliated against her for pursuing a Workers'
Compensation claim in connection with the September 2015 fall she suffered at work.
Yet, she did not cite the workers' compensation retaliation statute in her Complaint, nor did she
allege she had pursued a claim for workers' compensation benefits. Regardless of her reliance
on what appears to be an unpled cause of action, she has waived her right to assert such a claim.
Ms. Palmer and MPC executed a Full and Final Settlement Agreement and Release relating to
her workers' compensation claim, a copy of which is in the record at Docket No. 43-1. Ms.
Palmer explicitly agreed to "acquit and forever discharge ... [MPC] ... from all claims,
demands, damages, motions, causes of action, and suits at law or equity, that [she] now has or
hereafter may have, whether known or unknown, heretofore or hereafter arising in any way out of
the workers' compensation claim identified above." Id. . Ms. Palmer's workers' compensation
retaliation claim definitely arises out of her workers' compensation claim, as she would not be
able to assert the former without having first pursued the latter. The Agreement effectively bars
Ms. Palmer's putative claim for workers' compensation retaliation. See, e.g., Waddle v. Galen of
28
Ky., Inc., 131S.WJd361, 364-65 (Ky. Ct. App. 2004) (explaining that releases supported by
valuable consideration are valid and enforceable).
IV.
Although Ms. Palmer insists Ms. Brown and, to some extent, Mr. Smith, had a proverbial
axe to grind with her, she offers no evidence that either discriminated against her because of her
disability or her use of FMLA leave. A plaintiff facing a summary judgment motion cannot "rely
on the hope that the trier of fact will disbelieve the movant's denial of a disputed fact" but must
make an affirmative showing with proper evidence in order to defeat the motion. Street v. JC.
Bradford & Co., 886 F.2d 1472, 1479 (6th Cir.1989). Ms. Palmer has failed to make such a
showing in this case.
Accordingly, IT IS HEREBY ORDERED that Defendant Marathon Petroleum
Company, LP's Motion for Summary Judgment [Docket No. 28] be SUSTAINED.
This
I )1~er, 2018.
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