Kathy Wright v. UPS , 609 F. App'x 918 ( 2015 )

FILED
NOT FOR PUBLICATION APR 20 2015
MOLLY C. DWYER, CLERK
UNITED STATES COURT OF APPEALS U.S. COURT OF APPEALS
FOR THE NINTH CIRCUIT
KATHY WRIGHT, No. 12-57116
Plaintiff - Appellant, D.C. No. 8:11-cv-01563-DOC-
RNB
v.
UNITED PARCEL SERVICE, INC., a MEMORANDUM*
corporation,
Defendant - Appellee.
Appeal from the United States District Court
for the Central District of California
David O. Carter, District Judge, Presiding
Argued and Submitted December 9, 2014
Pasadena, California
Before: WARDLAW and BERZON, Circuit Judges and SMITH,** District Judge.
Plaintiff Kathy Wright appeals the district court’s grant of summary
judgment to defendant United Parcel Service, Inc. (“UPS”) on Wright’s California
Fair Employment and Housing Act (“FEHA”) disability discrimination claims,
*
This disposition is not appropriate for publication and is not precedent
except as provided by 9th Cir. R. 36-3.
**
The Honorable William E. Smith, District Judge for the U.S. District
Court the District of Rhode Island, sitting by designation.
alleging UPS wrongfully failed to reinstate her, failed to accommodate her, and did
not engage in good faith in an interactive process to accommodate her disability.
We reverse and remand.
(1) There were genuine issues of material fact on Wright’s disability
discrimination claim.
(a) To establish a prima facie disability discrimination case under FEHA, a
plaintiff must show, inter alia, that she was a “qualified individual” who “could
perform the essential [functions] of the job with or without reasonable
accommodations.” Wills v. Superior Court, 194 Cal. App. 4th 143, 159–60 (2011);
see also Green v. State, 42 Cal. 4th 254, 265 (2007). “‘Essential functions’ means
the fundamental job duties of the employment position . . . . ‘Essential functions’
does not include the marginal functions of the position.” Cal. Gov’t Code §
12926(f); see also Cal. Code Regs. tit. 2, § 11065(e) (defining essential and
marginal functions). Determining the essential functions of a position requires “[a]
highly fact-specific inquiry.” Cripe v. City of San Jose, 261 F.3d 877, 888 n.12
(9th Cir. 2001); see also Cal. Gov’t Code § 12926(f)(1), (f)(2) (listing bases for
deeming a job function essential and evidence pertinent to the issue).
Although somewhat of a close call, construing the evidence in the light most
favorable to Wright, there was a genuine dispute of material fact as to whether
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lifting packages weighing more than 40 pounds unassisted was an essential
function of the utility driver position.1 See Dep’t of Fair Emp’t & Hous. v. Lucent
Techs., Inc., 642 F.3d 728, 745 (9th Cir. 2011). On the summary judgment record,
a reasonable jury could conclude that the requirement of lifting such packages was
a marginal function.
To be sure, there is some support in this record for UPS’s position that
utility drivers were required to lift packages weighing more than 40 pounds
unassisted. UPS’s written job description identifies the ability to “[l]ift, lower,
push, pull, leverage and manipulate equipment and/or packages weighing up to 70
pounds” and “[a]ssist in moving packages weighing up to 150 pounds” as an
essential function of the position. The declaration of Steve Redding, UPS’s
Southern California Human Resources Operations Manager, confirms the essential
nature of this lifting requirement. Finally, Wright agreed during her deposition
that utility drivers were required to perform these tasks (although not that these
tasks were essential).
However, the evidence is not one sided. “[A]n employer may not turn every
condition of employment which it elects to adopt into a job function, let alone an
1
The parties agree that, on February 26, 2010, Wright’s relevant restrictions
were that she not lift greater than 40 pounds, with occasional overhead lifting
permitted.
3
essential job function, merely by including it in a job description,” Rohr v. Salt
River Project Agric. Imp. & Power Dist., 555 F.3d 850, 864 (9th Cir. 2009)
(internal quotation marks omitted), and the job description document here has
features that, a jury could conclude, make it particularly unreliable as a description
of a utility driver’s essential functions. UPS’s job description document is not
limited to utility drivers but purports as well to define the essential functions of
jobs such as “Air Feeder Driver,” in which drivers only very “occasionally”
encountered a package in excess of 40 pounds. Relatedly, the document identifies
a number of vague duties as “Essential Job Functions,” including the catchall
ability to “[p]erform other functions that may be assigned.” Also, the job
description contains the disclaimers that “[t]he essential functions of this job may
vary greatly” and “employees may not perform all of the essential job functions
listed [in the document].” The job description document is thus of limited
evidentiary value in proving the essential functions of the utility driver position in
particular.
UPS offered scant other evidence of the kinds suggested in § 12926(f). UPS
presented no evidence, for example, suggesting that “the reason the [utility driver]
position exists” is specifically to lift packages weighing more than 40 pounds
unassisted, § 12926(f)(1)(A); that there are a “limited number” of employees who
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can perform the particular task of lifting packages weighing more than 40 pounds
unassisted, § 12926(f)(1)(B); or that lifting more than 40 pounds unassisted is
“highly specialized,” § 12926(f)(1)(C).
The evidence as to § 12926(f)(2)(C), “[t]he amount of time spent on the job
performing the function,” was sparse and mixed. UPS’s essential functions
document was silent as to how often lifting in excess of 40 pounds unassisted was
required, and UPS presented no other evidence showing how much time was
actually spent performing this task. Wright testified that the packages on
residential routes were “typically 20, 30 pounds or less . . . [m]ostly less,” that
“most” in fact were only “about ten pounds,” and that she only encountered
packages between 70 and 150 pounds “[o]nce a week.” Although Wright also
testified, more generally, that she had “frequently” lifted packages in excess of 50
pounds and “had to lift one to 70 pounds repetitively throughout the day,” those
statements did not attempt to estimate the relative time spent on larger as opposed
to smaller packages.
In sum, because “[t]he record contains conflicting evidence as to whether the
ability to [lift packages over 40 pounds unassisted] is an essential function of the
[utility] car driver position,” Morton v. United Parcel Serv., Inc., 272 F.3d 1249,
1255 (9th Cir. 2001), overruled on other grounds by Bates v. United Parcel Serv.,
5
Inc., 511 F.3d 974 (9th Cir. 2007) (en banc), summary judgment on that issue was
not appropriate.
(b) If the plaintiff in a FEHA disability discrimination case argues that she
could have performed the essential functions of her desired job with
accommodation, then “[t]he plaintiff has the burden of providing at least a facial
showing that a reasonable accommodation is possible,” Braunling v. Countrywide
Home Loans Inc., 220 F.3d 1154, 1157 (9th Cir. 2000), but to do so, she “need
only show that an ‘accommodation’ seems reasonable on its face, i.e., ordinarily or
in the run of cases.” U.S. Airways, Inc. v. Barnett, 535 U.S. 391, 401 (2002).
Wright met her burden of “providing at least a facial showing that a
reasonable accommodation [wa]s possible.” Braunling, 220 F.3d at 1157.
Wright’s accommodation checklist identified several potential accommodations,
including “[r]educing the frequency of heavy [packages]” in her truck.
“‘Reasonable accommodation’ [under FEHA] may include . . . [j]ob restructuring .
. . .” Cal. Gov’t Code § 12926(p)(2). Wright supported her suggestion with her
own testimony about the feasibility of her suggestion, and testimony by UPS
employee Kimberley Jensen, who testified that UPS had the technological capacity
to reduce the number of heavy packages in a particular truck, and often did so to
“even out the loads.” There was also evidence in the record that UPS managers
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had admitted that the “[m]eans [e]xist[ed]” to accommodate Wright by loading
fewer heavy packages on her car, i.e., that it was technologically and “physically
possible” to do so.
Apart from its essential function position, UPS’s only argument that
Wright’s proposed accommodation of loading fewer heavy packages in her truck
was unreasonable as a matter of law was that doing so “would violate the
[collective bargaining agreement’s] premise that all Drivers shall earn a fair day’s
pay for a fair day’s work.” But UPS has not identified any specific provision that
would be violated by the proposed accommodation, let alone a “direct conflict”
with the “CBA’s bona fide seniority system,” a violation of which would make a
proposed accommodation unreasonable as a matter of law. Willis v. Pac. Mar.
Ass’n, 244 F.3d 675, 682 (9th Cir. 2001).
Because there were genuine disputes of material fact as to whether Wright
could have performed the essential functions of the utility driver job with
accommodation, and because UPS has not shown that Wright’s proposed
7
accommodation was unreasonable as a matter of law, summary judgment on
Wright’s disability discrimination claim was not appropriate.2
(2) The district court also erred in granting summary judgment to UPS on
Wright’s failure to accommodate claim.
“For purposes of a [failure to accommodate] claim, the plaintiff proves he or
she is a qualified individual by establishing that he or she can perform the essential
functions of the position to which reassignment is sought, rather than the essential
functions of the existing position.” Jensen v. Wells Fargo Bank, 85 Cal. App. 4th
245, 256 (2000); see also Cal. Gov’t Code § 12940(m). Wright sufficiently
indicated several reasonable accommodations, including both modifications to the
utility driver position Wright previously held and reassignment to other positions,
that UPS allegedly failed to provide.
In her accommodation checklist, Wright had requested that she be
reassigned, inter alia, as a “Shuttle Driver,” or “Full time Air Driver.” She also
noted in her district court papers that she had sought job modification of the utility
driver position.
2
Because the district court did not rule on UPS’s arguments, in the
alternative, that summary judgment was appropriate on Wright’s disability
discrimination claim because Wright allegedly did not suffer an adverse
employment action and/or is estopped from arguing that she is a qualified
individual with a disability, we do not reach those issues on appeal.
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On this record, a reasonable jury could have found that Wright was a
qualified individual who could have performed the essential duties of the positions
to which she sought reassignment. Jensen, 85 Cal. App. 4th at 256; § 12940(m).
After the checklist meeting, UPS maintained that reassignment to a full-time Air
Driver or Shuttle Driver position would create a general “CBA conflict”—but not,
specifically, a conflict with a bona-fide seniority system, or any specific CBA
provision. Likewise, as explained above, a reasonable juror could find that UPS
failed to accommodate Wright by reducing the frequency of heavy packages in her
truck. See § 12940(m). Summary judgment was therefore inappropriate on
Wright’s failure to accommodate claim as well.3
(3) Finally, there were genuine issues of material fact as to whether UPS
engaged in the interactive process in good faith, as is required under FEHA. See
Cal. Gov’t Code § 12940(n).
Wright presented evidence from which a reasonable jury could have found
that UPS did not satisfy its interactive process duties. UPS failed to reengage with
Wright after she received new medical restrictions increasing her weight-lifting
3
UPS did not below and does not now argue for summary judgment on the
ground that Wright’s proposed accommodations of reassigning her to a different
position or of loading fewer heavy packages on her truck would result in undue
hardship to UPS. See Morton, 272 F.3d at 1256–57.
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limit in February and March of 2010. Although there was evidence that it was
UPS’s policy to have a new accommodation checklist meeting after an employee’s
medical restrictions changed, no new checklist meeting was held with Wright when
that occurred. “The employer’s obligation to engage in the process in good faith is
continuous.” Scotch v. Art Inst. of California-Orange Cnty., Inc., 173 Cal. App.
4th 986, 1013 (2009). Construing the evidence in the light most favorable to
Wright, UPS’s failure to have a second meeting constitutes a genuine dispute of
material fact as to whether it met that obligation. See id. at 1013–15.
****
As we have repeatedly cautioned, “it should not take much for [a] plaintiff in
a discrimination case to overcome a summary judgment motion.” Nigro v. Sears,
Roebuck & Co., No. 12-57262, 2015 WL 1591368, at *3 (9th Cir. Apr. 10, 2015).
“‘This is because the ultimate question is one that can only be resolved through a
searching inquiry—one that is most appropriately conducted by a factfinder, upon
a full record.’” Id. (quoting Chuang v. Univ. of Cal. Davis, Bd. of Trs., 225 F.3d
1115, 1124 (9th Cir. 2000)).
For the foregoing reasons, we reverse the district court’s grant of summary
judgment on Wright’s claims for disability discrimination, failure to accommodate,
10
and failure to engage in the interactive process in good faith, and remand for
further proceedings consistent with this disposition.
REVERSED and REMANDED.
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