Filar, Valerie v. Chicago School Refor ( 2008 )


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  •                               In the
    United States Court of Appeals
    For the Seventh Circuit
    ____________
    No. 07-1275
    V ALERIE T. F ILAR,
    Plaintiff-Appellant,
    v.
    B OARD OF E DUCATION OF THE C ITY OF C HICAGO,
    Defendant-Appellee.
    ____________
    Appeal from the United States District Court
    for the Northern District of Illinois, Eastern Division.
    No. 04 C 4679—Charles R. Norgle, Judge.
    ____________
    A RGUED JANUARY 25, 2008—D ECIDED M AY 22, 2008
    ____________
    Before F LAUM, R OVNER, and SYKES, Circuit Judges.
    F LAUM, Circuit Judge. Valerie T. Filar formerly taught
    as an untenured, full-time teacher in the Polish bilingual
    education department at the Edwin G. Foreman High
    School in Chicago. In 1999, the Board of Education of
    the City of Chicago, then known as the Chicago School
    Reform Board, approved a decision by Foreman’s
    principal to change Filar’s status from a full-time teacher
    at Foreman to a substitute teacher who would fill va-
    cancies in other Chicago public schools as they arose. Filar,
    who was 69 at the time, objected to the decision for at
    2                                               No. 07-1275
    least two reasons. In the first place, she suspected that
    Foreman’s principal had deliberately retained younger
    teachers in the bilingual program at her expense. In
    addition, Filar’s osteoarthritis and dependence on
    public transportation made getting to the city’s various
    schools difficult, and the Board denied her request that
    she only be assigned to schools that were easily accessed
    from bus stops. This lawsuit followed, alleging age dis-
    crimination and that the Board failed to reasonably accom-
    modate Filar’s disability. The district court granted the
    Board’s motions for summary judgment on both claims,
    and this appeal followed. For the reasons set out below,
    we reverse the district court’s grant of summary judg-
    ment with respect to the age discrimination claim but
    affirm with respect to Filar’s disability claim.
    I. Background
    Filar’s claims stem in large measure from allegations that
    the principal of Foreman High School made questionable
    personnel decisions that resulted in her ouster from
    Foreman. Understanding these allegations requires some
    background on Illinois’s bilingual education program
    and the (elaborate) mechanics of a principal’s relation-
    ship with the teachers in her school. Illinois law requires
    the State’s school districts to establish programs of transi-
    tional bilingual education for students of limited English-
    speaking ability. ILCS §§ 5/14C-1, C-3. To staff these
    programs, school districts offer a transitional bilingual
    teaching certificate to qualified individuals proficient in
    both English and a foreign language, known as a Type 29
    certificate. ILCS § 5/14C-8. The Type 29 certificate is a
    bridge certification; teachers can teach students with
    limited English skills while working for a standard teach-
    No. 07-1275                                                    3
    ing certificate, which for secondary schools like Foreman
    is called a Type 09 certificate. Id.; see generally ILL. A DMIN.
    C ODE tit. 23, § 25.90 (2008) (containing current qualifica-
    tions). Once a teacher has attained the standard teaching
    certificate, she has to obtain both a bilingual “approval,”
    which attests to her ability to provide a bilingual education,
    and “endorsements,” which are descriptors like “Mathe-
    matics” or “Reading” that indicate the subject matters
    she is competent to teach. See, e.g., ILL. A DMIN. C ODE tit. 23,
    § 25. app. E (listing representative endorsements as of
    July 1, 2004).
    Even with the proper certifications, a would-be teacher
    in Illinois must still get hired, and not all teaching posi-
    tions are the same. Public schools in Chicago employ
    several different categories of teacher, each with its own
    moniker and level of job stability. The most secure are
    tenured teachers, whom a principal can only remove for
    “cause.” 105 ILCS 5/34-84. Below tenured teachers are
    tenure-track or “appointed” teachers who work full time
    with a particular class at a specific school, and, as their
    name suggests, can eventually obtain substantial job
    security. There are also at least two kinds of non-tenure-
    track teachers: “cadre” substitute teachers move from
    school to school to cover temporary vacancies on a daily
    basis; and full-time basis or “assigned” substitutes work
    at one school full time, just like tenure-track teachers
    only with less seniority and without the potential job
    security.
    Principals have wide discretion in moving a school’s
    teachers from a full-time basis position onto the tenure
    track. But how many full-time teachers a school can
    employ in a given year derives in large measure from the
    principal’s available budget for the school year. Among
    4                                               No. 07-1275
    other things, the annual budget from the Chicago Board of
    Education and the Budget Office lists how many positions
    the Board will fund in a given school year for each
    school program. In addition to Board-funded position, the
    principal may also have a certain number of teaching
    positions at his school funded by the State of Illinois. When
    the school does not have enough funded positions for all
    its teachers, the principal may have to “displace” unfunded
    teachers; that is, recategorize either tenure-track or full-
    time substitute teachers as “cadre” substitutes who must
    then fill vacancies in other city schools as they arise.
    When that happens, the principal displaces teachers in
    reverse order of seniority. A less senior full-time basis
    substitute in a given subject or program will go before a
    more senior one; and a tenure-track teacher will not go
    until the principal has displaced all of the full-time basis
    substitutes. Although the principal possesses substantial
    authority to make personnel decisions, it’s not absolute.
    The principal must first send a personnel request to the
    Board’s Human Resources Department. There, someone
    determines whether the decision complies with the Chi-
    cago Teachers Union’s collective bargaining agreement
    and whether the teacher has the requisite certifications.
    Then, based on these criteria, Human Resources either
    approves or denies the decision.
    This case arises from the events immediately before and
    after Filar’s displacement in 1999. Filar was born on
    January 11, 1930 in Poland. In 1991, she received her Type
    29 certification and, the next year, Foreman’s principal,
    Dr. John Garvey, hired her to teach Computers in the
    school’s Polish bilingual program as a full-time basis
    substitute. Not long after he hired Filar in 1992, Dr. Garvey
    displaced her, although after Filar filed a grievance she
    No. 07-1275                                             5
    was soon reinstated. While Filar was fighting her dis-
    placement in 1992 and 1993, Dr. Garvey hired two more
    teachers for the school’s Polish bilingual program—Piotr
    Monaco (born in 1957) and Kornelia Rydberg (born in
    1960)—both of whom had Type 29 certifications. In Sep-
    tember 1997, Filar received her Type 09 standard teaching
    certification with endorsements in Accounting and Com-
    puters, and, a month later, she obtained her bilingual
    approval.
    The parties dispute exactly when and how Dr. Garvey
    made the determination, but at some point in 1999 it
    became clear to him that the demand had fallen some-
    what for bilingual Polish education due to a decrease in
    enrollment. In the school year beginning 1998, Foreman
    had five Board-funded positions for the Polish bilingual
    program; for the 1999 school year, it would lose one. What
    followed was a flurry of personnel decisions that would
    change the program and the employment status of the
    teachers. Two such decisions affected the other full-time
    substitute teachers then in the program. On July 23, 1999,
    Dr. Garvey sent a request to the Board that Monaco be
    appointed to a tenure-track position. Monaco had re-
    ceived his Type 09 certification in March 1999, but he had
    yet to receive his bilingual approval. And on September 3,
    1999, two days after the school year began, Dr. Garvey
    sent a similar request that Rydberg be appointed to a
    tenure-track position. Rydberg had obtained her Type 09
    certification on August 18, 1999, but also had yet to re-
    ceive her bilingual approval.
    On September 12, 1999, Dr. Garvey then slotted a new
    teacher into the Polish bilingual program when he re-
    quested that the Board move a tenure-track teacher,
    Helena Danielska (born in 1939), into the program.
    6                                               No. 07-1275
    Danielska had her Type 09 certification with an endorse-
    ment in mathematics and a Type 29 certificate with a
    Polish-bilingual endorsement. In moving Danielska into
    the program, Dr. Garvey moved Filar from a state-
    funded position to a Board-funded position and then put
    Danielska into Filar’s old state-funded position. The Board
    approved the change on September 14. Finally, on Septem-
    ber 15, Dr. Garvey hired Elaine Guzman as a tenure-track
    teacher to teach ESL Computers at Foreman. Guzman
    had the certifications needed to teach at elementary
    school but needed special permission to teach because
    she did not yet have the Type 09 certification to teach
    high school students.
    As things stood on September 17, 1999, Filar was the
    only full-time basis substitute in the Polish bilingual
    program and she had moved from a state-funded position
    to a Board-funded position. That same day, Dr. Garvey
    informed Filar that he was displacing her to the cadre.
    Following her displacement, Filar reported to the Office
    of Culture and Language, the department in Chicago
    Public Schools that is responsible for administering bilin-
    gual programs. Filar claims that someone at OCL told
    her to return to Foreman because her position was not
    being closed. Filar then returned to Foreman and on
    September 27, 1999 she received a second letter from
    Dr. Garvey stating that she was being displaced to the
    cadre. After she received this second letter, Filar reported
    to the Board again and she was told to return to Foreman
    as a cadre substitute. But when she arrived, Dr. Garvey
    refused to accept her as a cadre substitute at Foreman,
    explaining later in his deposition that he was con-
    cerned over the bad blood from the displacement and
    the potential disruptive effect it might have on the school.
    No. 07-1275                                               7
    Filar then filed a grievance challenging her displace-
    ment. In December 1999, Dr. Garvey submitted a letter
    regarding his decision to displace Filar. He stated that he
    had displaced her because “she was the least senior
    member of the faculty in the Polish Bilingual Program” and
    the “decrease in enrollment in the Polish program necessi-
    tated a decrease in the staff. Ms. Filar was the only [full-
    time basis substitute] left in the Polish Bilingual program
    at this time and was displaced for that reason.”
    Filar’s new role as a cadre substitute was complicated
    by the fact that she suffered from osteoarthritis. Filar’s
    arthritic hip made walking long distances difficult, and she
    could not drive herself to work. In November 1999, she
    requested an accommodation for her disability from
    Chicago Public Schools. She wanted to be staffed at “one
    place of work with minimum walking distance from
    public transportation.” The Board denied her request,
    stating that cadre substitutes “must report to whichever
    school the Substitute Center assigns [them] to on the day
    that [they] receive the assignment” and that her re-
    quest was “not a matter for work-place reasonable accom-
    modation.”
    This lawsuit followed in July 2004, alleging age discrim-
    ination under the Age Discrimination in Employment Act
    based on her September 1999 displacement and that the
    Board violated the Americans with Disabilities Act by
    failing to accommodate her disability. After discovery, the
    Board filed its motion for summary judgment as to
    both claims, which the district court granted. As to
    Filar’s discrimination claim, the court reasoned that she
    had failed to show a similarly situated employee and thus
    could not prove her prima facie case. Even if she could, the
    court reasoned, Filar had presented insufficient evidence
    8                                                 No. 07-1275
    of pretext for the case to proceed to trial. As for Filar’s
    ADA claim, the court reasoned that the Board had no
    obligation to staff her at schools near public transporta-
    tion. Because proximity to public transportation did not
    affect her ability to actually teach in a classroom, the
    accommodation she had requested was not related to the
    “essential functions of the employment position,” scotching
    her ADA claim. This appeal followed.
    II. Discussion
    Filar raises two general issues on appeal, tracking her
    two causes of action. First, she claims that the district court
    erred in granting the Board’s motion for summary judg-
    ment as to her age discrimination claim. Second, she argues
    that the district court had an unduly cabined view of the
    “essential functions” of the cadre substitute teacher and
    thus erroneously granted the Board’s summary judgment
    motion as to her ADA claim. We review both claims
    de novo, drawing all reasonable inferences in Filar’s
    favor. EEOC v. Bd. of Regents of University of Wisconsin Sys.,
    
    288 F.3d 296
    , 301 (7th Cir. 2002). The following sections
    discuss each in turn.
    A. ADEA Claim
    As she did before the district court, on appeal Filar
    challenges her displacement from Foreman in September
    1999, alleging that age discrimination, and not some
    legitimate personnel concern, was the engine behind
    Dr. Garvey’s decision. Filar chose to prove her case indi-
    rectly through an adapted version of the burden-shifting
    framework first announced in McDonnell Douglas Corp. v.
    No. 07-1275                                                       9
    Green, 
    411 U.S. 792
    (1973).1 As applied to employment
    actions like displacement, if a plaintiff establishes her
    prima facie case, the burden shifts to the employer to
    articulate a legitimate non-discriminatory reason for
    the adverse employment action; after which the burden
    shifts back to the plaintiff to present some evidence that
    this reason is a pretext for discrimination. Radue v.
    Kimberly-Clark Corp., 
    219 F.3d 612
    , 618 (7th Cir. 2000). This
    procedural device sharpens the factual issues for a
    possible trial; the employer must provide some reason
    for its action that a plaintiff can attack, rather than
    stand mute except to deny the sufficiency of the plain-
    tiff’s evidence. Filar raises several issues related to this
    framework, discussed in turn in the sections that follow.
    1. Appropriate Prima Facie Case
    Filar argues first that the court used the wrong set of
    factors to evaluate her prima facie case. The district court
    applied the familiar four-factor prima facie case for ad-
    1
    Filar’s brief justifies this decision as resulting from a lack of
    “direct evidence of discrimination.” But despite the nomencla-
    ture,“ ’direct’ proof of discrimination is not limited to
    near-admissions by the employer that its decisions were based
    on a proscribed criterion (e.g., ‘You’re too old to work here.’),
    but also includes circumstantial evidence which suggests
    discrimination through a longer chain of inferences.” Atanus
    v. Perry, ___ F.3d ___, 
    2008 WL 696908
    , *5 (7th Cir. 2008). One
    can question whether the differences that remain between the
    “direct” and “indirect” methods are more a result of history
    than logic. In any event, Filar’s claimed lack of “direct” evidence
    is not necessarily a sufficient reason to scuttle a “direct” method
    claim.
    10                                              No. 07-1275
    verse employment actions requiring proof that (1) Filar
    was over age forty; (2) her job performance met Dr.
    Garvey’s expectations; (3) she suffered an adverse em-
    ployment action; and (4) the employer treated “similarly
    situated” employees at least ten years younger more
    favorably. See Burks v. Wisconsin Dept. of Transp., 
    464 F.3d 744
    , 750-51 (7th Cir. 2006). On appeal, Filar instead charac-
    terizes her displacement as being part of a mini-reduction
    in force. When an employee is dismissed as part of a mini-
    RIF, the dismissed worker’s duties are spread out among
    the remaining employees. Merillat v. Metal Spinners, Inc.,
    
    470 F.3d 685
    , 690 (7th Cir. 2006). The retention of younger
    employees who take on the dismissed employee’s re-
    sponsibilities “is nothing more than a demonstration of
    more favorable treatment, particularly tailored to the
    factual circumstances of a mini-RIF case.” 
    Id. at 690
    n.1. As
    a result, the prima facie case in this context swaps the
    fourth requirement in the basic framework—that a simi-
    larly situated younger employee was treated more
    favorably—with another—that her duties were ab-
    sorbed by younger workers who were retained following
    the mini-RIF. 
    Id. at 690
    -691. Thus, in Filar’s estimation,
    the district court applied the wrong standard and thus
    erred in requiring proof that “similarly situated” younger
    teachers were treated more favorably.
    The district court cannot be faulted for failing to em-
    ploy the mini-RIF standard because a mini-RIF claim
    was not fairly before it. Filar’s complaint did not include
    allegations consistent with a mini-RIF claim. And in her
    response to the defendant’s motion for summary judg-
    ment, Filar argued that a reduction in force, the regular-
    sized variety, precipitated her displacement. As this Court
    has explained, the relevant factual inquiry in a reduction-
    No. 07-1275                                                   11
    in-force case is not the same as a mini-RIF case. In the
    former, a plaintiff’s position was eliminated entirely and
    will not be refilled whereas “[t]he point of a mini-RIF
    unlike a true RIF, is that the job really was not eliminated
    at all; because the fired employee’s duties were absorbed
    by others, they were effectively ‘replaced,’ not eliminated.”
    Bellaver v. Quanex Corp., 
    200 F.3d 485
    , 495 (7th Cir. 2000).
    The practical effect of this formal difference, one that is
    fatal to Filar’s claims, is that the type of proof expected of
    a mini-RIF claim is different than that stemming from a
    formal RIF. For her mini-RIF claim, Filar had to show
    that her position was “absorbed” by the remaining
    younger co-workers, not just eliminated. Michas v. Health
    Cost Controls of Illinois, Inc., 
    209 F.3d 687
    , 693 (7th Cir.
    2000). But Filar did not purport to make this showing in
    either her memorandum in opposition to the Board’s
    motion for summary judgment or her Local Rule 56.1
    statement of facts.2 Instead, the thrust of her RIF argument
    consisted of a statement that “younger workers . . . were
    favorably retained in the RIF while [she] was displaced.”
    An apt statement of her evidentiary burden in a RIF
    2
    Filar’s presentation of the evidence in her Local Rule 56.1
    statement of the facts was also inconsistent with a mini-RIF
    claim. On appeal, she only points to two facts from her
    statement—that Rydberg and Monaco taught computers in
    the 1999 school year—to support her mini-RIF claim. That
    these two were teaching computers, a subject that Filar had
    taught prior to displacement, does not mean that they “ab-
    sorbed” her duties after her departure. To show that, some-
    thing more would be needed—for example, a showing that
    this was an increase in their duties. 
    Michas, 209 F.3d at 693
    .
    In any event, the mini-RIF claim was simply not before the
    district court, as a legal matter or as represented by the facts.
    12                                              No. 07-1275
    claim, but not a mini-RIF one. In short, the district court
    did not err in its treatment of Filar’s claim because it was
    never asked to treat such a claim. See Weigel v. Target
    Stores, 
    122 F.3d 461
    , 464 (7th Cir. 1997). Accordingly, the
    district court applied the right prima facie case.
    2. “Similarly Situated” Younger Employees
    Even so, did it apply the standard correctly? The parties
    agree that (1) Filar was over forty in September 1999;
    (2) she was meeting the school’s legitimate employment
    expectations; and (3) she suffered an adverse employment
    action—three of the four elements of her prima facie
    case. But the parties dispute whether Filar presented a
    “similarly situated” younger employee who was treated
    more favorably. The district court rejected each of Filar’s
    proposed comparators because, prior to Filar’s displace-
    ment, each was a tenure-track teacher, not a full-time
    substitute like Filar. Because tenure-track teachers do not
    compete with full-time substitutes in terms of seniority,
    the court reasoned, Filar could not point to them as
    “similarly situated” younger employees and thus could
    not establish her prima facie case.
    We disagree. Whether two employees are “similarly
    situated” is a common sense inquiry that depends on the
    employment context. 
    Radue, 219 F.3d at 618
    . The purpose
    of the prima facie case is to ensure that there is enough
    evidence to raise the specter of discrimination, justifying
    judgment for the plaintiff if the employer does not provide
    a legitimate business reason for its action. See Collier v.
    Budd Co., 
    66 F.3d 886
    , 890 (7th Cir. 1995). All things
    being equal, if an employer takes an action against one
    employee in a protected class but not another outside that
    No. 07-1275                                               13
    class, one can infer discrimination. See Humphries v. CBOCS
    West, Inc., 
    474 F.3d 387
    , 405 (7th Cir. 2007). The “similarly
    situated” prong establishes whether all things are in fact
    equal. 
    Id. To make
    this showing, a plaintiff need not
    present a doppelganger who differs only by having
    remained in the employer’s good graces. But the compara-
    tor must still be similar enough “to eliminate confounding
    variables, such as differing roles, performance histories, or
    decision-making personnel, [so as to] isolate the critical
    independent variable: complaints about discrimination.”
    
    Id. Two of
    the comparators offered by Filar—Rydberg, 42,
    and Monaco, 39—were “similarly situated” younger em-
    ployees for purposes of her prima facie case. All three had
    taught at Foreman for roughly the same period of time.
    Dr. Garvey hired Filar in 1992 and he hired both Rydberg
    and Monaco soon thereafter while Filar was grieving her
    original displacement. All three were properly certified,
    and by all measures their duties were the same. To the
    extent that their certifications differed at the time that
    Dr. Garvey displaced Filar, it was because Filar had
    received her Type 09 teaching certificate in 1997 whereas
    Rydberg and Monaco had only attained it in 1999. In
    addition, Filar’s Type 09 certificate had the bilingual
    approval whereas neither Rydberg’s nor Monaco’s did.
    Dr. Garvey supervised all three teachers, and, as far as
    the record shows, none had any disciplinary or perfor-
    mance issues at the time of Filar’s displacement.
    Dr. Garvey considered Filar to be a good teacher; he
    had consistently rated Filar’s performance evaluations
    as “Superior” or “Excellent” from 1994 through 1999. The
    record does not indicate what scores Rydberg and Monaco
    received, but given Filar’s high marks we can assume
    14                                              No. 07-1275
    for present purposes they were similar in this regard
    as well.
    Despite these similarities, the district court considered
    their differences in seniority to be fatal to any showing of
    similarity. As the court correctly noted, full-time substi-
    tutes were less senior to tenure-track teachers for pur-
    poses of displacement. And, unlike Filar, both compara-
    tors were tenure-track teachers. In some circumstances,
    differences in seniority will preclude a showing that two
    employees are “similarly situated” or of age discrimination
    more generally. To the extent that seniority is a simple
    proxy for something like the length of employment and is
    something that an employer must credit when making
    employment decisions, differences in seniority will tend to
    make two employees dissimilar for purposes of the plain-
    tiff’s prima facie case. See, e.g., Doe v. First Nat. Bank of
    Chicago, 
    865 F.2d 864
    , 877 (7th Cir. 1989) (crediting com-
    parator’s “long tenure” in denying that she was “similarly
    situated”). This is because, in making the employment
    decision, the employer had to credit a factor over which it
    had no control, and thus a finding of intentional age
    discrimination would be implausible given that the em-
    ployer’s “intent”—discriminatory or otherwise—was
    largely irrelevant to the decision. Had this been the case
    at Foreman, the district court would have been right
    to conclude that Filar was not “similarly situated” to
    tenure-track teachers.
    But where seniority is unmoored from everything but
    the discretion of the employer, the simple fact that the
    comparator is more senior to the plaintiff may not be
    dispositive, even where the employer must credit seniority
    in employment decisions. An employer could exercise
    its discretion in conferring seniority in a discriminatory
    fashion, making an immediately subsequent employment
    No. 07-1275                                                  15
    action based on seniority discriminatory as well. In a
    related context, we have held that an “employer cannot
    frustrate the statute merely by assigning every employee
    a different job title.” Bellaver v. Quanex Corp., 
    200 F.3d 485
    , 494 (7th Cir. 2000). Similarly, an employer cannot
    defeat a claim of discrimination by giving younger em-
    ployees greater seniority rights immediately before dis-
    placing an older, but less senior, employee.
    This is not to say that Dr. Garvey and the Board have
    done so in this case. But the district court concluded
    that the differences in seniority alone were sufficient to
    defeat a finding that Filar’s comparators were “similarly
    situated.” Given the manipulability of seniority at Fore-
    man, this was error. Although seniority had some bite to
    it when a principal had to displace teachers—by rule,
    less senior teachers went before more senior—the con-
    ferral of seniority itself consisted of nothing more than a
    mine-run, discretionary personnel decision made by the
    principal. But see Adelman-Reyes v. Saint Xavier University,
    
    500 F.3d 662
    , 667 (7th Cir. 2007) (discussing reluctance
    of court to get involved in tenure decisions where accom-
    panied by “multiple layers of independent review”). In
    addition, as seen above, a teacher that a principal moved
    to a tenure-track position did not thereby obtain greater
    duties. Nor did the principal necessarily make the decision
    solely on the basis of some difference in the teachers’
    respective qualifications—something that might other-
    wise preclude a showing of “similarly situated.” Whether
    on the tenure track or a full-time substitute, all three
    were teachers with, as far as the evidence shows, nearly
    identical responsibilities and qualifications. See 
    Bellaver, 200 F.3d at 494
    (stating that comparators and plaintiff “had
    the ability to perform each other’s tasks, even though
    16                                                 No. 07-1275
    they had different titles and specific responsibilities”). In
    short, although principals are free to make seniority
    decisions as they see fit—just as any employer can move
    an employee from one job to the next—the differences
    in seniority here were not inconsistent with intentional
    discrimination, as the district court implied. As a result,
    in light of the other factors listed above, Filar has pointed
    to two “similarly situated” younger employees to estab-
    lish her prima facie case.
    3.   The Board’s Legitimate Non-Discriminatory
    Reason and Filar’s Evidence of Pretext
    Filar having established her prima facie case, the Board
    must articulate a legitimate business reason for dis-
    placing her and not the younger teachers. Before the
    district court and here on appeal, the Board has pointed
    to the decline in enrollment in the Polish bilingual pro-
    gram combined with the fact that Filar was the least
    senior teacher in the program. The issue now is whether
    this reason was pretextual. Showing pretext requires
    “[p]roof that the defendant’s explanation is unworthy of
    credence.” Reeves v. Sanderson Plumbing Products, Inc.,
    
    530 U.S. 133
    , 147 (2000); see also Sublett v. John Wiley & Sons,
    Inc., 
    463 F.3d 731
    , 737 (7th Cir. 2006) (“Pretext is a ‘lie,
    specifically a phony reason for some action.’ ”). The
    plaintiff’s ultimate burden is to show that intentional age
    discrimination motivated the employer’s action, but
    marshaling such evidence does not always require a
    smoking gun or an eyewitness to the employer’s dis-
    criminatory designs; “the trier of fact can reasonably infer
    from the falsity of the explanation that the employer is
    dissembling to cover up a discriminatory purpose.” 
    Reeves, 530 U.S. at 147
    . Thus, in certain circumstances, “a plain-
    No. 07-1275                                                17
    tiff’s prima facie case, combined with sufficient evidence
    to find that the employer’s asserted justification is
    false, may permit the trier of fact to conclude that the
    employer unlawfully discriminated.” 
    Id. We conclude
    that Filar has presented enough evidence
    to undermine the Board’s claim, specifically the evidence
    of the timing and effect of the series of personnel decisions
    Dr. Garvey made over the summer and fall of 1999. A
    jury could conclude that the only reason that Filar was the
    least senior full-time substitute at the time of the displace-
    ment decision was because Dr. Garvey had put her, and
    not the younger teachers, in that position. First, in
    spring 1999, Dr. Garvey knew that the demand for Polish
    bilingual education would decrease. An affidavit and
    summary chart from Rosa Vazquez, the Executive Ad-
    ministrator in the Department of Language of Culture,
    indicated that Foreman would lose one Board-funded
    position between 1998 and 1999, though the date of this
    report was the fall of 1999. In her deposition, she stated
    that school principals received a similar report estimating
    prospective demand for school programs in the spring
    of every school year. In addition, this information would
    be available “live” to school principals throughout the
    year. Stephen Heller, a Human Resources specialist,
    similarly described the staffing process as being ongoing
    throughout the school year, including through the use of
    projections. Thus, the evidence, viewed in the light most
    favorable to Filar, shows that in spring 1999 Dr. Garvey
    knew he would be losing one Board-funded position.3
    3
    Filar makes at times contradictory claims regarding when
    Dr. Garvey actually knew that someone would need to be
    (continued...)
    18                                                   No. 07-1275
    Second, in spring and summer 1999, Dr. Garvey made
    personnel decisions to move Filar from the most to the
    least senior full-time substitute position. At the end of
    the 1998 school year, Filar was still a full-time basis sub-
    stitute, having a slightly longer tenure than either Ryd-
    berg or Monaco. In March 1999, Rydberg received his Type
    09 certificate, though not the bilingual approvals, and on
    July 23, 1999 Dr. Garvey appointed Rydberg to a tenure-
    track position. On August 18, 1999, Monaco received her
    Type 09 certificate, similarly without her bilingual approv-
    als, and on September 3, 1999, Dr. Garvey appointed her
    to a tenure-track position. In justifying his decisions to
    move Rydberg and Monaco, but not Filar, to tenure-track
    positions, Dr. Garvey said that it was based on his “judg-
    ment” that they were “more suited to the position.” But
    in later explaining how he exercised this “judgment,”
    Dr. Garvey could not recall any of the specifics. Third, on
    September 12, 1999, Dr. Garvey moved Filar out of a state-
    funded position—which would remain funded—into a
    Board-funded position—which would not. He then dis-
    placed Filar.
    3
    (...continued)
    displaced. On the one hand, she says that Dr. Garvey “embarked
    on a plan to displace Filar that dated back to the early sum-
    mer of 1999.” And that he wanted “to isolate Filar as the only
    [full-time substitute] in the Polish bilingual program.” But in the
    next breath, she claims that staffing needs could not be made
    until the fall of 1999, which is hard to reconcile with her argu-
    ment that Dr. Garvey bent procedural personnel rules to his
    designs from the “early summer of 1999.” Because the record
    does not support her latter claim, we construe her more gen-
    eral claim consistently with what the record does support.
    No. 07-1275                                                 19
    Up to this point, the evidence is consistent with both a
    desire to oust Filar—for whatever reason—and an intent
    to discriminate against her because of her age. Nonethe-
    less, the differential treatment afforded Filar and her
    younger colleagues, along with the timing of Dr. Garvey’s
    decisions, inch Filar’s case forward and satisfy us that
    an issue of fact exists as to discrimination. First, Dr. Garvey
    failed to appoint Filar once she was properly certified
    but almost immediately appointed younger teachers to
    more senior positions. See Gordon v. United Airlines, Inc.,
    
    246 F.3d 878
    , 892 (7th Cir. 2001) (“A showing that similarly
    situated employees belonging to a different racial group
    received more favorable treatment can also serve as
    evidence that the employer’s proffered legitimate, nondis-
    criminatory reason for the adverse job action was a pre-
    text for racial discrimination.”); see also Fischer v. Avanade,
    Inc., 
    519 F.3d 393
    , 405-06 (7th Cir. 2008). Filar had received
    her Type 09 certification in 1997. Despite the fact that it
    was fairly common for full-time substitutes to become
    tenure-track teachers after receiving this certification,
    Filar did not move once she received her Type 09 certi-
    fication. But when Rydberg, 42, and Monaco, 39, received
    their certifications in spring and summer 1999, Dr. Garvey
    almost immediately made them tenure-track teachers.
    Filar maintained “Superior” and “Excellent” in her re-
    views, and in his deposition Dr. Garvey could not give any
    reason for failing to move Filar to the tenure track except
    that “he felt these [other] teachers suited [tenure-track
    positions] better.” Because the only salient difference
    between Filar and the younger teachers was age, a jury
    could conclude that age motivated Dr. Garvey’s decisions.
    In addition, the timing of Dr. Garvey’s appointment of
    Monaco and Rydberg was questionable. Both Rydberg and
    20                                                      No. 07-1275
    Monaco went from full-time substitutes to protected
    tenure-track teachers immediately before Dr. Garvey
    displaced the least senior full-time substitute. Without
    first making these two personnel moves, Dr. Garvey
    would have needed to displace a younger teacher, and not
    Filar. When viewed with Filar’s prima facie case and the
    other evidence, this evidence of Dr. Garvey’s seemingly
    strategic behavior would be sufficient to support a finding
    of discrimination.4
    4
    This case also implicates a line of reasoning in our case law
    that deserves mention. This Court has held that an “inference of
    nondiscrimination” in age discrimination cases arises when
    the plaintiff is already over 40 when hired and the same person
    does the hiring and the firing. See, e.g., Ritter v. Hill ‘N Dale Farm,
    Inc., 
    231 F.3d 1039
    , 1045 (7th Cir. 2000); Chiaramonte v. Fashion
    Bed Group, Inc., 
    129 F.3d 391
    , 399 (7th Cir. 1997). This inference
    has the most bite where “a relatively short time span” separates
    the two. See 
    Ritter, 231 F.3d at 1044
    (two years), 
    Chiaramonte, 129 F.3d at 399
    (termination followed two years after retention of
    employee in merger); Rand v. CF Industries, Inc., 
    42 F.3d 1139
    ,
    1147 (7th Cir. 1994) (two years). This is because it is unlikely that
    a decisionmaker developed an “aversion to older people” in the
    “relatively short time span” between hiring and firing.
    
    Chiaramonte, 129 F.3d at 399
    . Here, Filar was well within the
    protected class, 62 years old, when hired by Dr. Garvey, who
    ultimately displaced her. Nonetheless, two considerations
    convince us that this inference of nondiscrimination is not
    controlling in this case. First, Filar’s hiring and displace-
    ment were seven years apart, a period sufficient to dull the
    inference that Dr. Garvey had not discriminated. Aside from
    flagrant ageism—or an “aversion to older people”—the ADEA
    aims to curb actions based on an employer’s unfair assumptions
    about an older worker’s productivity. See General Dynamics
    (continued...)
    No. 07-1275                                                     21
    4
    (...continued)
    Land Systems, Inc. v. Cline, 
    540 U.S. 581
    , 586-87 (2004); 29 U.S.C.
    § 621(a)(2) (2006). As workers age, their marginal productivity
    may fall and the costs of retaining them may rise, whether
    through higher benefits costs or the higher salaries they’ve
    earned. 
    Cline, 540 U.S. at 586-87
    . As a result, employers might
    think that younger workers can do the same work as older
    workers at a lower price, whether measured in time or
    money. Giving effect to these assumptions by swapping the
    older with the younger worker would be an act of age dis-
    crimination. Hazen Paper Company v. Biggins, 
    507 U.S. 604
    , 610
    (1993) (“It is the very essence of age discrimination for an older
    employee to be fired because the employer believes that
    productivity and competence decline with old age.”). For this
    reason, the fact that a worker was within the protected class
    when hired might not be as telling in some cases: An employer
    may assume an over-forty employee is productive when hired
    but not years later. It may be reasonable to assume that
    Dr. Garvey did not have an “aversion to older people” because
    he hired Filar when she was 62. But it’s just as reasonable to
    assume that Dr. Garvey viewed Filar as productive at 62 but
    not at 69. Second, placing too strong a reliance on an inference
    of nondiscrimination may go too far at the summary judg-
    ment stage. In Filar’s case, this inference would be in favor of
    the party moving for summary judgment. But the Supreme
    Court and this Court have recognized that summary judg-
    ment in discrimination cases should not be treated differently
    than other kinds of cases. See 
    Reeves, 530 U.S. at 148
    (“[T]rial
    courts should not ‘treat discrimination differently from other
    ultimate questions of fact.’ ”) (quoting St. Mary Honors Center v.
    Hicks, 
    509 U.S. 502
    , 524 (1993)); 
    Adams, 231 F.3d at 428
    . Under
    Rule 56, “the drawing of legitimate inferences from the facts are
    jury functions,” and the court “must disregard all evidence
    favorable to the moving party that the jury is not required to
    (continued...)
    22                                                  No. 07-1275
    The ultimate verdict in this case is by no means a fore-
    gone conclusion. A jury could conclude that Dr. Garvey
    just wanted to displace Filar because that was the best
    decision for the school. Or the jury could surmise that
    Dr. Garvey meant to ditch an older worker by giving
    younger teachers seniority immediately prior to making a
    seniority-based personnel decision. Because the evidence
    slightly preponderates towards the latter and because of
    the Supreme Court’s “cautionary note not to grant sum-
    mary judgment too readily when facts are susceptible to
    two interpretations,” Adams v. Ameritech Svces., Inc., 
    231 F.3d 414
    , 428 (7th Cir. 2000); see also 
    Gordon, 246 F.3d at 893
    , granting the Board summary judgment on this claim
    was unwarranted, and we therefore reverse.
    B. ADA Claim
    Filar also appeals the district court’s order granting the
    Board’s motion for summary judgment as to her failure to
    accommodate claim under the Americans with Disabilities
    Act. The ADA prohibits “discriminat[ion] against a quali-
    fied individual with a disability because of the disability of
    such individual in regard to . . . terms, conditions, and
    other privileges of employment.” 42 U.S.C. § 12112(a).
    Discriminating against a “qualified individual with a
    4
    (...continued)
    believe.” 
    Reeves, 530 U.S. at 150-51
    (so describing the approach
    under Rule 50 where “the inquiry . . . is the same”). In light of
    the above, we do not believe that a jury is required to believe
    that Dr. Garvey did not discriminate against Filar when she
    was 69 just because he hired her when she was 62. Thus, the
    inference of nondiscrimination does not control in this case.
    No. 07-1275                                               23
    disability” means, as is relevant to Filar’s claim, not
    making a “reasonable accommodation” where doing so
    would allow a disabled employee to “perform the essen-
    tial functions of the employment position” without impos-
    ing an “undue hardship” on the employer. See 42 U.S.C.
    §§ 12112(b)(5)(A) (reasonable accommodation and undue
    hardship); 12111(8) (definition of “qualified individual
    with a disability”). In other words, if the employer can
    make reasonable changes to features of the job or the
    work environment so that a disabled person can work
    satisfactorily, the employer has to make those changes.
    As discussed, Filar has an arthritic hip that makes
    walking long distances difficult. After Dr. Garvey dis-
    placed Filar from Foreman to the roving cadre of substi-
    tutes, she requested that the Board staff her at “one place
    of work with minimum walking distance from public
    transportation,” listing Foreman High School and three
    other acceptable schools. Later, the Board denied her
    request for an accommodation. In a letter from the ADA
    Administrator in the Human Resources department, the
    Board stated that displaced cadre teachers “must report
    to whichever school the Substitute Center assigns [them]
    to on the day that [they] receive the assignment.” How the
    cadre teacher did this was “not a matter for work-place
    reasonable accommodation.” The Board also stated that,
    “as a result of the School Reform Act, Central Office cannot
    unilaterally assign an employee to a school as an accom-
    modation without the acceptance and approval of the
    principal of the receiving school.”
    Filar argued below that the Board should have granted
    her request, but the district court disagreed. In dismissing
    Filar’s disability claim, the court held that Filar was not a
    “qualified individual with a disability” because she had
    24                                               No. 07-1275
    not “allege[d] that this hip condition substantially prohibits
    her from conducting her job as a teacher.” And her
    “proximity to public transportation does not affect the
    way in which she teaches Polish in her capacity as a
    substitute teacher.”
    Now on appeal, Filar claims this was error. We affirm
    the district court’s dismissal of this claim, though for
    different reasons. The fact that Filar’s hip condition did
    not affect her ability to teach, which the district court
    credited, does not end the matter; she can still be a “quali-
    fied individual with a disability.” The ADA defines this
    term of art as an “individual with a disability who, with
    or without reasonable accommodation, can perform the
    essential functions of the employment position.” 42 U.S.C.
    § 12111(8). As the text indicates, that an employee can
    “perform the essential functions” of a teaching position
    despite her disability and “without reasonable accom-
    modation” does not exclude her from the definition of a
    “qualified individual with a disability.” To put it another
    way, an “unqualified individual with a disability” would
    be someone with a disability who could not do the job
    no matter what the employer did to reasonably accom-
    modate. See Hammel v. Eau Galle Cheese Factory, 
    407 F.3d 852
    , 862 (7th Cir. 2005).
    Instead, the question is whether her requested accom-
    modation was reasonable, and we don’t think it was. The
    ADA does not exhaustively define a “reasonable accom-
    modation,” though the term “may include . . . making
    existing facilities used by employees readily accessible to
    and usable by individuals with disabilities.” 42 U.S.C.
    § 12111(9)(A). Because walking long distances from the
    bus stop makes it difficult to access certain schools, Filar
    argues that her request was for something akin to this
    No. 07-1275                                               25
    type of accommodation. In support of her claim, she cites
    to this Court’s decision in EEOC v. Sears Roebuck & Co., 
    417 F.3d 789
    (7th Cir. 2005). In Sears Roebuck, we held that an
    employer had not done enough to make the disabled
    employee’s work station accessible to her. Due to her
    disability, the plaintiff had problems walking long dis-
    tances. When one supervisor told her she could use a
    shortcut through another department or eat in a stock-
    room near her work station, a different supervisor
    would either rescind the offer or discipline the plaintiff
    for her actions. In addition, Sears gave the plaintiff a
    parking spot reserved for disabled employees, but it did
    nothing to shorten her walk to her work station. Something
    more, we held, was necessary: “these were not reasonable
    accommodations because they did not consistently or
    effectively make the Sears facility accessible to” the plain-
    tiff. Reasoning by analogy, Filar urges us to reach the
    same conclusion here, saying that her workplace—any
    one of the schools she would need to work in on any
    given day—was similarly inaccessible unless near a bus
    stop.
    At the highest level of abstraction, Filar’s claim has
    some surface appeal. In addition to the obligations dis-
    cussed in Sears Roebuck, this Court has held that reassign-
    ment to a vacant position can be part of the employer’s
    obligation to reasonably accommodate. See DePaoli v. Abbott
    Laboratories, 
    140 F.3d 668
    , 675 (7th Cir. 1998). Without
    knowing the particulars of the Board’s cadre-assignment
    policies, Filar might appear to be requesting just such
    a “reassignment,” only to a specific subset of the schools
    in the Chicago Public Schools that would be “accessible”
    to public transportation.
    But three aspects of the request convince us that it was
    just not reasonable. First, based on the requirements of a
    26                                               No. 07-1275
    cadre substitute, Filar’s request would have amounted to
    preferential treatment, which the ADA does not require.
    Williams v. United Ins. Co. of America, 
    253 F.3d 280
    , 282 (7th
    Cir. 2001). The collective bargaining agreement between
    the Board and the Chicago Teachers Union requires
    cadre teachers to be “continuously available to perform
    substitute service” and to “accept all assignments in any
    and every school” as they became available. Under the
    ADA, an “employer is not required to give the disabled
    employee preferential treatment, as by . . . waiving his
    normal requirements for the job in question.” 
    Williams, 253 F.3d at 282
    . Here, Filar was in essence requesting to opt out
    of the cadre-assignment system; she only wanted “one
    place to work” and not to be subjected to the far-reaching
    assignment system applicable to cadre substitutes, which
    may have made access to the schools difficult. Nor
    would she be “available” as a substitute in the event that
    she was assigned to a school that did not fit her request.
    This falls well short of the cadre substitutes’ obligations
    and is thus more than the ADA requires of the Board.
    Second, the Board did not have the authority to assign
    a cadre substitute to “one place to work.” Under the
    collective bargaining agreement, the Board itself was not
    responsible for slotting teachers at particular schools.
    Instead, the cadre substitute would be “given the opportu-
    nity to apply and be interviewed for vacant positions.”
    And the principal could select a member of the cadre to be
    a full-time substitute “at any time . . . to fill an existing
    vacancy.” The principal’s personnel decisions, as dis-
    cussed in the previous section, resulted largely from the
    discretion he or she enjoyed. The Board could not re-
    quire a principal to take a particular cadre substitute, as
    Filar requested.
    No. 07-1275                                              27
    Finally, even assuming that something could be ar-
    ranged with Filar under the collective bargaining agree-
    ment, the administrative burden posed by Filar’s request
    would have been prohibitively weighty. The plaintiff
    must make a prima facie showing “that the accommoda-
    tion is reasonable in the sense both of efficacious and of
    proportional to costs.” Oconomowoc Residential Programs v.
    City of Milwaukee, 
    300 F.3d 775
    , 784 (7th Cir. 2002). The
    initial showing made by Filar in her request for an accom-
    modation was simply too barebones to show that the
    request was reasonable. There are at least 655 public
    schools in the Chicago Public Schools system, including
    116 high schools. See CPS At A Glance, http://
    www.cps.k12.il.us/AtAGlance.html (last visited May 14,
    2008). And the CTA has approximately 2000 buses that
    operate over 154 routes with 12,000 bus stops. See
    CTA O verview , http://w ww .transitchicago.com /
    welcome/overview.html (last visited May 14, 2008). In
    her request for accommodation and her appeal before
    this Court, Filar has not given any indication of how
    many of the 116 high schools would qualify besides the
    four that she listed in her request for an accommoda-
    tion. Thus, the Board had the option of either assigning
    her to one of the four schools she requested—in violation
    of the collective bargaining agreement—or researching
    those schools in the City that satisfied her needs—a
    costly task. Neither option is reasonable. For all these
    reasons, the district court did not err in rejecting Filar’s
    ADA claim.
    III. Conclusion
    For the foregoing reasons, we R EVERSE the district
    court’s order of summary judgment as to Filar’s age
    28                                           No. 07-1275
    discrimination claim and A FFIRM the district court’s
    order of summary judgment as to Filar’s disability claim.
    USCA-02-C-0072—5-22-08
    

Document Info

Docket Number: 07-1275

Judges: Flaum

Filed Date: 5/22/2008

Precedential Status: Precedential

Modified Date: 9/24/2015

Authorities (26)

Equal Employment Opportunity Commission, and Judith Keane, ... , 417 F.3d 789 ( 2005 )

Leroy Gordon v. United Airlines, Incorporated , 246 F.3d 878 ( 2001 )

Shirley Weigel v. Target Stores, a Division of Dayton ... , 122 F.3d 461 ( 1997 )

Pamela J. Burks v. Wisconsin Department of Transportation, ... , 464 F.3d 744 ( 2006 )

Elizabeth C.O. Bellaver v. Quanex Corp./nichols-Homeshield , 200 F.3d 485 ( 2000 )

William Radue v. Kimberly-Clark Corporation , 219 F.3d 612 ( 2000 )

Paul S. Hammel, Cross-Appellee v. Eau Galle Cheese Factory , 407 F.3d 852 ( 2005 )

Lateirra R. Sublett v. John Wiley & Sons, Inc. & Wiley ... , 463 F.3d 731 ( 2006 )

Equal Employment Opportunity Commission v. Board of Regents ... , 288 F.3d 296 ( 2002 )

Janet M. Merillat v. Metal Spinners, Incorporated , 470 F.3d 685 ( 2006 )

Hedrick G. Humphries v. Cbocs West, Inc. , 474 F.3d 387 ( 2007 )

Adelman-Reyes v. Saint Xavier University , 500 F.3d 662 ( 2007 )

oconomowoc-residential-programs-incorporated-a-domestic-corporation-and , 300 F.3d 775 ( 2002 )

Nicholas A. CHIARAMONTE, Plaintiff-Appellant, v. FASHION ... , 129 F.3d 391 ( 1997 )

Fischer v. Avanade, Inc. , 519 F.3d 393 ( 2008 )

Kim Adams v. Ameritech Services, Inc. And Indiana Bell ... , 231 F.3d 414 ( 2000 )

Roger COLLIER, Plaintiff-Appellant, v. the BUDD COMPANY, ... , 66 F.3d 886 ( 1995 )

Joseph L. RAND, Plaintiff-Appellant, v. CF INDUSTRIES, ... , 42 F.3d 1139 ( 1994 )

Elmer Ritter v. Hill 'N Dale Farm, Inc. , 231 F.3d 1039 ( 2000 )

Christopher J. Michas v. Health Cost Controls of Illinois, ... , 209 F.3d 687 ( 2000 )

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