UNITED STATES DISTRICT COURT WESTERN DISTRICT OF …2009cv00194/110252/82/1.pdf · neurologist, Dr....
Transcript of UNITED STATES DISTRICT COURT WESTERN DISTRICT OF …2009cv00194/110252/82/1.pdf · neurologist, Dr....
UNITED STATES DISTRICT COURTWESTERN DISTRICT OF LOUISIANALAFAYETTE-OPELOUSAS DIVISION
Brice Lejeune Civil Action No. 6:09-CV-0194
versus JudgeTuckerL. Melançon
Omni EnergyServicesCorp., et a! MagistrateJudgeHanna
MEMORANDUM RULING
BeforetheCourtaretwo relatedMotions for SummaryJudgmentfiled by defendants
Omni EnergyServicesCorporationandPreheat,Inc. (jointly referredto as“Omni”) [Rec.
Doc. 57; 77], plaintiff Brice Lejeune’sOppositionsthereto[Rec.Doc. 62; 81] andOmni’s
Reply [Rec. Doc. 74]. For the following reasons,defendants’motions for summary
judgmentwill be granted.
I. Background
Plaintiff, Brice Lejeune,went to work for Preheat,Inc. in approximately1994,and
in February2006,Omni purchasedPreheat.R. 57-2, ¶ 1. Lejeuneremainedemployedat
Omni as the Stress-RelievingDivision Manager. As part of the sale transaction,aKey
EmployeeEscrowAgreementwasexecutedprovidingthatcertainpaymentswouldbe made
to key Preheatemployees,includingplaintiff, if theywere still employedon the third year
anniversaryof theAgreement.In July2007,plaintiff wasconfrontedby Omni management
aboutrumorsthat he wasbuying drugsatwork. R. 57-2, ¶11 3 & 4. Plaintiff admittedthat
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Lejeune v. Omni Energy Services Corp et al Doc. 82 Att. 1
Dockets.Justia.com
he had beenpurchasingprescriptionpain medication,200 pills twice a month, from a
coworker and that he had becomeaddictedto the medicine. Id. Omni immediately
terminatedthe employeeselling the drugsto plaintiff. Id. at 5. Ratherthanterminating
plaintiff, Omnipermittedplaintiff to takea 30 dayleaveof absenceto seekrehabilitation.
Id. at 6. When plaintiff advisedOmni that he wasnot readyto returnto work, he was
allowedto takeadditionalunpaidleavefor his rehabilitation.Id. Plaintiff begantreatment
for substancedependencewith Dr. StanleyHooveron August28, 2007. R. 57, Exh.D. On
November16, 2007,Dr. Hooverreleasedplaintiff to returnto work. Id. In late November
2007,plaintiff indicatedto Omni that hewasreadyto returnto work. Id. at 8. Within the
weekhe returned,plaintiff wastold that becausehe had beenon extendedleaveof absence,
hewasrequiredto beevaluatedandclearedbythecompanydoctorbeforehe couldofficially
returnto work. Id. at 9; Exh.A, Plaintiff’s Depo.,pp. 86-89;Exh. C, Declaration ofLisa
Jacob, # 4. Plaintiff agreedto thereturn-to-workphysicalwhich wasperformedby Verne
Thibodeaux,M.D., in December2007. Id. at 10. Dr. Thibodeauxwasadvisedthatplaintiff
would be working in a salesposition driving a companyvehicle. R. 57, Exh. E. Dr.
Thibodeauxdid notclearplaintiff to returnto workbecausehehadbalanceandcoordination
problems.Id. at 10; Exh.E. Dr. Thibodeauxrequesteda full work-upofplaintiff, in part
becausehe wasconcernedaboutwhetherplaintiff’s balanceissueswerecausedby either
Suboxone,themedicationprescribedto alleviateplaintiff’s opiateaddiction,orXanax,which
plaintiff was taking for anxiety. Id. Omniplacedplaintiff backon unpaidmedicalleave.
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Id. at 11.
Thereafter,plaintiff’s treating physician,Dr. Stanley Hoover, referredhim to a
neurologist, Dr. Shelly Savant. Id. at 13. In completing Dr. Savant’s “New Patient
Questionnaire”on December26,2007,plaintiff statedthathisproblemwas“instability while
standingor walking,” andthattheproblemhadexistedfor acoupleof years. Id. at 14; Exh.
F. In her report concerningplaintiff’s January2, 2008 examination,Dr. Savantnoted
“impairedtandemwalk” and“[d]ifficulty with tandemgait....[o]therwiseuprightandsteady
with respectto his gait.” Id. at 16; Exh. G. Dr. Savantdiagnosedplaintiff with ataxiaand
opinedthathecouldreturnto work, but restrictedhim fromdriving andclimbing laddersand
orderedhim to adhereto fall precautions.Id.
Also on January2, 2008,Dr. Thibodeauxagainadministeredtheneurologicalpart of
the return-to-workphysicalandplaintiff againexperiencedbalanceproblems. Id. at 17. A
handwrittennotealsodatedJanuary2, 2008,indicatesthat Dr. Thibodeauxspoketo Dr.
Savantandshe“agrees[plaintiff] is agreaterrisk for falling thanthenormalperson.” Id.;
Exh. J. In his sworndeclaration,Dr. Thibodeauxstatedthatwhenhe spokewith Dr. Savant
that day, sheinformed him thatplaintiff was scheduledfor anMRI andshefelt plaintiff
possibly could work. Id.; Exh. E. In response,Dr. Thibodeauxexpressedcontinued
concernsaboutplaintiff’s ability to returnto work andhe andDr. Savantagreedto speak
after theMRI. Id. When Dr. Thibodeauxspokewith Dr. Savant“a weekor so later,” she
‘In herApril 8, 2008 examinationreport, Dr. Savantopinedthatplaintiff’s gaitdifficulties were
likely aresultof hisdrug abuse.R. 62-10,p. 15.
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explainedthatasplaintiff’s MRI resultswerenegativeandhe hadpassedadriving test,she
wouldremovethedriving restrictionbutwould not removeplaintiff’s restrictionof climbing
ladders. Id. at 18. Dr. Savantalso told Dr. Thibodeauxthatplaintiff had reportedhis
symptomsweregettingbetter. Id.; Exh. G.
Dr. Thibodeauxreportedto Omni that,basedon his conversationwith Dr. Savant,he
hadconcludedthatplaintiff shouldbesafedrivingandworkingwhile takinghismedication.
Id. at 20;Exh.E. During thatsametime,Omni wasprovidedwith informationthatplaintiff
had cut back on his Xanax medication. Id. at 19; Exh. K. In light of the foregoing
developmentsandplaintiff’s reportedimprovement,Omni askedDr. Thibodeauxto provide
anotherindependentexaminationof plaintiff. Id.; Exh. E. Upon advisingplaintiff thathe
neededto return foranotherevaluation,plaintiff refusedto do so. Id. In aJanuary17,2008
e-mail, Dr. Savanttold plaintiff that he neededto undergo the examinationwith Dr.
Thibodeaux. Id., Exh. 19, 20; R. 57, Exh. A, p. 122, Exh. N. Plaintiff told her thathis
“anxiety/stressmakes my balancemuch worse,” to which Dr. Savantresponded,“[Dr.
Thibodeaux]would be obligatedto do this regardlessof his affiliation with the clinic. It’s
astandardpartof the neuroexam.I needto do it too andwill write anotefor you after we
sit down with each other again.” Id. Plaintiff continued to refuse to return to Dr.
Thibodeauxfor anotherevaluationandon January22, 2008,Omni dischargedhim from
employment. Id. at 26; Exh.A.; E. On February2, 2009 theBoardof Directorsof Omni
officially determinedthat plaintiff was “terminated for cause’ within the meaningof
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Paragraph3(b) of theKey EmployeeEscrowAgreement.” R. 6-1, KeyEmployeeEscrow
Agreement.
On March 3, 2008, plaintiff filed a charge of discrimination with the Equal
EmploymentOpportunityCommission(“EEOC”)in whichheindicatedthathewasclaiming
discriminationbasedon ageand disability. R. 5 7-5, Exh. L. More specifically,plaintiff
indicatedthat he had“No disability but theorganizationtreatsmeasif I amdisabled.” Id.
Plaintiff further statedhis disabilities were: (1) “addiction to prescriptionsmedicines.
Successfullytreatedfor condition by physicianand otherprofessionals”;(2) “ataxis of
unknow[sic] origindiagnosedafter1/22/07”;and,(3)“ProstateCancerdiagnosedduringthis
period.” Id. On October28, 2008 Lejeunefiled an EEOC Chargeof Discriminationwith
theLouisianaCommissionon HumanRightsstating, “The reasongiven for my discharge
was thatI did not recoverfrom my medicalconditionquickly enough.I believethat I have
beendiscriminatedagainstin that I ambeingregardedashavingadisability in violation of
theAmericanswith DisabilitiesAct of 1990.” Id.
Lejeunefiled this lawsuitonFebruary4, 2009 in theFifteenthJudicialDistrict Court,
Lafayette Parish, Louisiana, alleging damagesunder “disability discrimination and
accommodationlaws” and“agediscriminationlaws” aswell asstatecontractanddetrimental
relianceclaimsrelatedto theKey EmployeeEscrowAgreementprovidedin thestocksale
ofPreheatto Omni. R. 1. OnFebruary9, 2009,defendantsremovedplaintiff’s actionto this
Court. R. 3. OnFebruary21, 2009, aBill Of Interpleaderrelatedto plaintiff’s stateclaims
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undertheKeyEmployeeEscrowAgreementwasfiled by JeffW. ElmoreasEscrowAgent
whichadded14 defendants-in-interpleader.2R. 6. In an orderdatedNovember5, 2009,the
CourtstatedthattheMarch22, 2010trial ofthismatterwould be limited to plaintiff’s federal
claimsforagediscriminationandaccommodationlaws. Omni filedthismotionforsummary
judgment on November18, 2009. On December19, plaintiff’s First Supplemental&
AmendedComplaint was filed into the record of this proceeding. R. 72. Plaintiff’s
AmendedComplaintaddedallegationsthatOmniterminatedhim in retaliationfor his EEOC
claim and lawsuit “and were steps takenspecifically to attemptjustify [sic] Lejeune’s
disqualificationfrom receiptof thekey employeebonushe hadearned.” Id., ¶ 12. On
December28, Omni filed a supplementalmotion for summaryjudgmentbasedon the
plaintiff’s allegationsofretaliationin theAmendedComplaint. R. 77.
II. Standardfor SummaryJudgment
Summaryjudgmentis appropriateonly whentherecordreflects“that thereis
no genuineissueasto anymaterialfact andthatthemovingparty is entitled tojudgmentas
a matterof law.” Fed.R. Civ. P. 56(c).To determinewhetheragenuineissueofmaterialfact
exists,“we view factsandinferencesin the light mostfavorableto thenonmovingparty.”
Mahaffeyv. Gen.Sec.Ins. Co., 543 F.3d738, 740(5thCir. 2008). Initially, thepartymoving
for summaryjudgmentmustdemonstratetheabsenceof anygenuineissuesof materialfact.
When a partyseekingsummaryjudgmentbearstheburdenof proof at trial, it mustcome
2 TheCourthasnot dismissedthe InterpleaderasEscrowAgentfrom this litigation.
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forwardwith evidencewhich would entitle it to adirectedverdict if such evidencewere
uncontrovertedat trial. CelotexCorp. v. Catrett, 477 U.S. 317, 324 (1986). As to issues
which the non-movingparty hastheburdenof proofat trial, themoving party maysatisfy
this burdenby demonstratingtheabsenceof evidencesupportingthe non-movingparty’s
claim. Id. If themovingparty fails to carry this burden,his motion mustbe denied.If he
succeeds,however,theburdenshifts to thenon-movingpartyto showthatthereis a genuine
issuefor trial.3 Id. at 322-23. Oncetheburdenshifts to the respondent,he mustdirect the
attentionof the court to evidencein the record and set forth specific facts sufficient to
establishthatthereis agenuineissueof materialfact requiringatrial. CelotexCorp., 477
U.S. at 324;Fed.R.Civ.Pro.56(e). The respondingpartymaynot reston mereallegations
or denialsof theadverseparty’s pleadingsasameansof establishingagenuineissueworthy
of trial,butmustdemonstratebyaffidavitorotheradmissibleevidencethattherearegenuine
issuesofmaterialfactor law. Andersonv.LibertyLobby,Inc.,477U.S.242,248-49(1986);
Adickesv. S.H.Kress & Co., 398U.S. 144, 159 (1970);Little, 37 F.3dat 1075.Theremust
be sufficient evidencefavoring the non-movingparty to supportaverdict for thatparty.
Anderson,477 U.S.at249; Woody.HoustonBelt& TerminalRy.,958 F.2d95,97(5thCir.
~ Wherethenonmovingpartyhastheburdenof proofat trial, themovingpartydoesnot havetoproduceevidencewhichwouldnegatetheexistenceofmaterial facts. It meetsits burdenby simplypointingout theabsenceof evidencesupportingthenon-movingparty’scase.CelotexCorp., 477U.S. at325. To opposethe summaryjudgmentmotion successfully,thenon-movingpartymustthenbe abletoestablishelementsessentialto its caseon which it will beartheburdenof proofattrial. A completefailure ofproofby thenonmovingpartyof theseessentialelementsrendersall otherfactsimmaterial.Id.at322.
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1992). Thereis no genuineissueof material fact if, viewing theevidencein the light most
favorableto thenon-movingparty,no reasonabletrier of factcouldfind for thenon-moving
party.MatsushitaElec. Indus. Co. v. ZenithRadio Corp., 475U.S. 574,587 (1986).
If no issueof fact is presentedandif themover is entitledto judgmentasamatterof
law, thecourt is requiredto renderthejudgmentprayedfor. Fed. R. Civ. P.56(c); Celotex
Corp., 477U.S.at 322. Beforeit canfind thatthereareno genuineissuesof materialfact,
however,thecourtmustbesatisfiedthatno reasonabletrier of factcouldhavefound for the
non-movingparty. Id.
III. Analysis
In its first motion for summaryjudgment,Omni assertsthat: (1)plaintiff hasfailed to
exhausthis administrativeremedieswith regardto his actualdisability andaccommodation
claims;and(2) Omni did notdiscriminateagainstplaintiff on thebasisof disability or age.
In its secondmotionfor summaryjudgmentrelatedto plaintiff’s AmendedComplaint,Omni
arguesthat plaintiff’s amendedallegationof retaliation is merely an attemptto createa
relationshipbetweenthediscriminationclaimsandtheinterpleader/bonusclaim,whenbefore
therewasnone.4
In his oppositionto OMNI’s motions,plaintiff maintainsthathis terminationwas
motivatedby the fact thathe was “perceivedor regardedas disabled” as definedby the
“While OMNI objectsto plaintiffs AmendedComplaint,becauseit was filed after the August20, 2009amendmentdeadline,the Court’sDecember1, 2009orderinstructedplaintiff to file hisAmendedComplaintby December7, 2009. R. 77.
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Americanswith Disabilities Act, 42 U.S.C. § 12101,et seq.(ADA)or becauseof his age
undertheAgeDiscriminationin EmploymentAct (ADEA) of 1967,29 U.S.C.§ 621. In his
amendedComplaint,plaintiff contendsthat he wasterminatedin retaliation for filing the
March3, 2008 federalandOctober28, 2008stateEEOCclaims. Plaintiff furthercontends
that the February2, 2009 action takenby the Boardof Directors of Omni, of officially
determiningthatLejeunewas“terminatedfor cause’within themeaningof Paragraph3(b)
of the Key Employee Escrow Agreement” was an attempt to justify plaintiff’s
disqualificationfrom receiptof thekey employeebonus. R. 62; 81.
A. TheADA Claims
TheADA, 42 U.S.C.§~12102etseq.,prohibits discriminationby privateemployers
againstanyqualified individual with adisability. When claimingdiscriminationbasedon
disability, a plaintiff must establishthat: (1) he was disabled; (2) he was none-the-less
qualified to do thejob; (3) anadverseemploymentactionwastakenagainsthim; and(4) that
hewasreplacedby or treatedlessfavorablythannon-disabledemployees.If aplaintiff can
assertaprimafacie casefor disability discrimination,theburdenshifts to the employerto
articulatealegitimate,non-discriminatoryreasonfor theadverseemploymentaction;should
theemployersucceedin doing so, theburdentheshiftsbackto theplaintiff to establishthat
thearticulatedreasonwasmerelyapretextfor discrimination.Mclnnisv.Alamo Cmty.Coil.
Dist., 207 F.3d276,282 (5th Cir.2000).
An individual qualifiesas disabledundertheADA if he demonstrates:(1) hehasa
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physicalor mental impairmentthat substantiallylimited one or more of his major life
activities; (2) hehasa recordof suchimpairment;or (3) he is regardedas having such an
impairment. 42 U.S.C. § 12102(2). “[T]o be substantiallylimited meansto be unableto
performamajorlife activity that theaveragepersonin thegeneralpopulationcanperform,
or to be significantly restrictedin theability to performit. “ E.E.O.C.v. ChevronPhillips
ChemicalCo., LP 570F.3d606, 614 (5
th Cir. 2009). TheEEOC’sregulationsstatethatthe
term“majorlife activities”includes“functionssuchascaringforoneself,performingmanual
tasks,walking, seeing,hearing,speaking,breathing,learning,and working.” 29 C.F.R. §
1630.2(I). Cutrerav. BoardofSup’rsofLouisianaStateUniversity, 429 F.3d 108, 111 (5t~~
Cir. 2005).
A. Plaintiff’s Failure to ExhaustHis AdministrativeRemedies
Administrativereviewby theEEOCisnormallyrequiredbeforetheCourtmayreview
a complaintbroughtunderTitle VII. 42 U.S.C. § 2000e-5(e)(1)(“Title VII”); Messerv.
Meno,130F.3d130, 134(5th Cir.1997). As with Title VII cases,anADA plaintiff mustfirst
exhaustadministrativeremediesby filing achargewith the EEOCor with a stateor local
agencybeforecommencingacasein federalcourt. Dao v. AuchanHypermarket,96 F.3d
787,789(5th Cir.1996)(“Employeemustcomplywith ADA’s administrativeprerequisites
prior to commencingan actionin federalcourtagainstemployerfor violation ofthe ADA”).
In a“deferral” statelike Louisiana,an aggrievedemployeehas300daysfrom thedateof the
last allegedactof discriminationto file an EEOC chargein orderto preservehis right to
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make federalclaims in a district court suit on a later date.5 42 U.S.C. § 2000e-5(e)(1);
Huckabayv. Moore, 142 F.3d 233, 238 (5th Cir.1998); Messer,130 F.3d at 134 & n. 2;
Griffin v. City ofDallas,26 F.3d610,612 (5th Cir.1994). An individualwho files anEEOC
complaintandreceivesaDismissalandNotice of Rights(or aright to suenotice)from the
EEOChasninety(90) daysfrom thedateof noticeto file a claimwith theappropriatedistrict
court. 42 U.S.C.2000e-5(f)(1).
A Title VII complaint,andhencean ADA action,is limited to thescopeof theEEOC
investigationwhichcanreasonablybeexpectedto growout ofthe chargeof discrimination.
Thomasv. TexasDept. OfCriminal Justice,InstitutionalDivision, 220 F.3d389 (5th Cir.
2000). Essentially,anyissuesthatplaintiff did notbringbeforetheEEOCforconsideration
andwere not investigatedby theEEOCduring its investigationcannotbe consideredby a
district court. Dollis v. Rubin,77 F.3d777, 781 (5th Cir. 1995).
Omni contendsthatdespiteplaintiff’s allegationsof discriminationin hisComplaint:
(1) disability dueto his “stutter, managedbalanceproblems[ataxia] cancerandcontrolled
drug addiction;” (2) perceiveddisability dueto theseimpairments;(3) failure to providea
reasonableaccommodationbywaivingthereturn-to-workphysicalexamination;and(4)due
~A deferralstateis onein whichstatelaw prohibitsdiscriminationinemploymentandastateagencyhasbeenestablishedto grantor seekrelief for suchdiscriminatorypractice.Clarkv. ResistoflexCo., 854F.2d762,765 n. 1(5thCir.1988).TheLouisianaCommissiononHumanRights (“LCHR”) hasbeenfundedandoperatingsinceApril 1994,makingLouisianaadeferralstatesincethattime.La.Rev.Stat.Ann. § 51:2233(WestSupp.1997);G. Guidry,EmploymentDiscriminationClaims inLouisiana,45 La. B.J. 240,241 (Oct.1997);G. Huffinan, TheLouisianaCommissionon HumanRights-NowIt’s forReal,Briefly Speaking,Spring1995,at4(NewOrleansBarAss’n).
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to his age,R. 1, ¶11 4(c), 5, 6, andhis allegationofretaliationin his AmendedComplaint,the
only allegationsactuallymadein his EEOCclaimswere of discriminationbecauseof his
disability andperceiveddisabilityandbecauseof his age. Thus,Omni asserts,plaintiff’s
claimsof failureto providereasonableaccommodationandretaliationmustbedismissedfor
failure to exhausthis administrativeremedies.
Therecordindicatesthatplaintiff filed achargeof discriminationagainstOmni with
theUnitedStatesEqualEmploymentOpportunityCommission(“EEOC”) on March3, 2008
andwith theLouisianaCommissionon HumanRightson October15, 2008. R. 57, Exh.L;
R. 62, Exh. 1. Questionnumber10 of theEEOCQuestionnaireaddressesaccommodation
andasks,“Did you askyour employerfor any assistanceor changein working condition
becauseof your disability?” and “Did you need this assistanceor changein working
condition in order to do your job?” Plaintiff responded“No” to both questions. Id. The
EEOC Questionnairecontains nothing more relatedto accommodation. Id. Nor do
plaintiff’s “Initial Notesto theEEOCCharge”datedOctober28, 2008makeanyreference
to a claim even relatedto Omni’s failure to accommodatehis disability or perceived
disability. Id. As thereis nothing in the scopeof the EEOC investigationwhich could
reasonablybe expandedto includeplaintiff’s claim of failure to accommodate,this claim
mustbe dismissed.6Carpenterv. Wal-Mart Stores,Inc., 614 F. Supp. 2d 745 (W.D. La.
6 PlaintiffsJanuary21, 2008medicalrecordsindicatethatthe‘only limitation Dr. Savant
placedon plaintiff was climbing ladders. Sheplacedno limitationson him from taking neurologicalexaminationswhichplaintiff assertsasthebasisof hisclaimfor failure to accommodate.
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2008) (J. Drell) (adopting the Fifth Circuit’s analysisin Miller v. SouthwesternBell
TelephoneCo., 51 Fed.Appx. 928,2002WL 31415083,*6..*8 (5th Cir.2002)(unpublished
tableopinion).
Plaintiff allegesin his December10, 2009AmendedComplaint,R. 72, that he was
retaliatedagainstbecausehe filed an EEOC claim andthis lawsuit. In particular,plaintiff
allegesthatthe Omni BoardofDirectors’ February2, 2009actionofficially determiningthat
plaintiff was “terminatedfor cause’ within the meaningof Paragraph3(b) of the Key
EmployeeEscrowAgreement”wasa retaliatoryaction. Plaintiff maintainsthat the Omni
BoardofDirectors’ actionalongwith aFebruary2,2009emailbetweenhis supervisor,Andy
Dufrene,andOmni President,Brian Recatta,statingthatplaintiff was “terminatedfor two
reasons:‘grossmisconduct’andalsobeingunableto passacompanyphysical,”were“steps
takento attempt [sic] justify Lejeune’sdisqualificationfrom receiptof the key employee
bonushehadearned.”R. 72, ¶~J12 & 13.
The EEOCrecordis void of anymention of retaliationandprovidesno inferenceof
retaliation. A plaintiff mustexhausthis administrativeremediesprior to filing aretaliation
claim,unlessthe ‘retaliationclaim ... arise[s]afterthe filing of theEEOCcharge.” Williams
v.AT&TInc., 2009WL 4884954,4 (5t~~Cir. 2009)quotingGuptav.EastTex.State.Univ.,
654F.2d411,414 (5th Cir.1981). Plaintiff wasterminatedon January22,2008,beforehe
filed his EEOC complaints in March and October2008 or this lawsuitwhich he filed in
February2009. Hence,plaintiff hasfailed to exhausthis administrativeremediesrelatedto
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aretaliationclaim for his January22, 2008 terminationfrom Omni.
Plaintiff contendsin his AmendedComplaintthatOmni’s February2, 2009 action
regardingtheKey EmployeeEscrowAgreementis relatedto his retaliationclaimunderthe
ADA. The Court agreesthat the allegedclaim is a “strainedeffort to combinethe two
claims.” R. 77. The Key EmployeeEscrowAgreement,paragraph3(b) statesthat “[a]ny
Key Employeethat is terminatedfor causeasdeterminedin the solediscretionof Omni’s
Board of directors shall become ineligible to participate in the Fund.” R. 6-1. (emphasis
added). TheFebruary2 actionby theBoardwasrequiredundertheAgreementbecauseof
plaintiff’s January22, 2008 terminationfor cause,that is, refusing to takethe mandatory
companyreturn to work examinationafter being placedon unpaidleave resulting from
illegally purchasingprescriptiondrugsat work. The elementsof aprimafacie retaliation
claimarethat: (1) theplaintiff engagedin an activity protectedby thestatute;(2) an adverse
employmentactionoccurred;and(3)acausallink existsbetweentheprotectedactivity and
theadverseemploymentaction. McCoyv. City ofShreveport,492 F.3d 551, 556-57 (5t~~
Cir.2007). To satisfythe third elementof aprimafacie caseof retaliation,plaintiff must
demonstrateacausalconnectionbetweentheprotectedactivity (filing theEEOCcharge)and
theadverseaction. Id. at 562.Plaintiff cannotestablishacausallink betweenthemandatory
February2, 2009 action by the Board andfiling his EEOC complaint and lawsuit, and
therefore,his claim for retaliationmustbe dismissed.
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B. Plaintiff’s Disability ClaimsUnder TheADA
Plaintiff allegesin his Petitionthathis disabilitiesincludestutter,“managedbalance
problems,” cancerand “controlled drug addition.” R. 1, ¶5. Plaintiff’s EEOC Intake
Questionnaire,however,indicatesonly “Addiction to prescriptionsmedicines.Successfully
treated...;Ataxia ...; andProstateCancer.” R. 57, Exh.L, #9. In his depositiontestimony,
plaintiff concededthathis stutterwasnot a factor in Omni’s decisionto terminatehim.
Moreover,therecordcontainsno evidencethatplaintiff’s stutteringsubstantiallylimits any
major life activity as requiredunder the ADA. Batesv. Wisconsin-Dept.of Workforce
Development,636F.Supp.2d797, 809(W.D.Wis.,2009)(Plaintiff admittedthathis stutter
was not adisability and that it did not interferewith his ability to work or talk.). As to
plaintiff’s claim thathis prostatecancerwas adisability, the recordindicatesthatLejeune
was not diagnoseduntil February 2008, after he was terminated, and that plaintiff’s
supervisor,Andy Dufrene,andOmni’s HumanResourcesDirector,Lisa Jacob,statedthat
theywereunawareof plaintiff’s diagnosiswith cancer. R. 57, Exh.A, Plaintiff’s Depo.,pp
22-23; Exh. 0, Depo. OfDufrene,pp. 46-47; Exh. C, Declaration ofLisa Jacob. Thus,
plaintiff’s claims for discriminationunderthe ADA are limited to his “managedbalance
problems”andhis “controlled drug addition.”
1. WhetherPlaintiff WasActuallyDisabled
“To establishaprima facie caseof discriminationundertheADA, aplaintiff must
demonstratethat he is a qualified individual with a disability and that the negative
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employmentactionhappenedbecauseof the disability. Sherrodv. Am. Airlines, 132 F.3d
1112,1119(5thCir. 1998)(citing 42U.S.C.§ 12112(a)).” Tabatchnikv.ContinentalAirlines
262Fed.Appx.,674,675 (5t~~Cir. 2008). Omni arguesthatplaintiff cannotestablishthe first
elementof aprimafaciecasefor eitherhis “managedbalanceproblems”orhis “controlled
drugaddition” becausehedoesnothaveadisability - aphysicalor mentalimpairmentthat
substantiallylimits oneor moreof his majorlife activities. Omni supportsits positionwith
the following: (1)plaintiff responded“no” to theEEOCQuestionnaire,question1, “do you
haveadisability?”; (2)he did not indicate in EEOC question4 thatthe reasonfor his claim
of employmentdiscriminationwas“Disability” ratherheindicatedonly“Age”; (3) in EEOC
question8 he checkedonly “No disabilitybuttheorganizationtreatsme asif! amdisabled’;
(4)plaintiff testifiedinhis October21,2009deposition,“in my mind, I hadno disabilitythat
wouldpreventme from performingmyjob functions,”R. 57, Exh.A,p. 21; (5)heconfirmed
in hisdepositionthathis impairmentsor perceivedimpairmentsdid notaffecthis day-to-day
living, Id. atp. 22, 24; (6) he consideredhimself in “top notch” healthduringthe periodin
question,Id. atp. 103; (7) in plaintiff’s December12,2007 letterto Omni he stated,“I am
in the best health I’ve been in since age 20”; and, (8) on February 1, 2008, plaintiff
representedto asubsequentemployerthat he hadno disability, Id. at Exh.P.
Plaintiff’s allegationsin his Complaint are contrary to those in his opposition
memorandumthathe hasadisability for purposesof the ADA. In his Complaint,plaintiff
characterizeshis “disabilities” as “managed” balanceproblems and “controlled” drug
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addition. Plaintiff furtherallegesthathis “balancecondition(ataxia)posedno impediment
to performinghisjob” andthathe“was capableof performingandhadbeenperformingthe
essentialfunctionsof hisjob,with or withoutreasonableaccommodation.”R. 1, ¶~J4(b); 5.
Now, in hisoppositionto themotion forsummaryjudgment,plaintiff contendsthattheataxia
“substantiallylimits hisability to walk, standorclimb”, “further limits [him] occupationally”
becausehewasprecludedfrom driving andclimbing, and“significantly restrictthemanner
in which [he] canwalk ascomparedto averagepersons,who commonlycanwalk straight
lines,climb, andstandwithout losingtheir balance.” R. 62.
Underthepertinentjurisprudence,climbing is notamajorlife activity undertheADA.
Rogersv. International Marine Terminals, Inc., 87 F.3d 755, 758 n. 2 (5tl~Cir. 1996)
(“climbing is not suchabasic, necessaryfunction and this court doesnot considerit to
qualify as a major life activity under the ADA”). The Fifth Circuit hasnot made a
determinationon whetheror not driving is a major life activity, however,othercourtshave
heldthatdriving is notamajorlife activity. See,Wilson v. Capital Transp.Corp., 234F.3d
29, n.4 (5
th Cir. 2000) (“Driving maybe ubiquitousin our society,but we arenot prepared
to hold today that driving is a major life activity for ADA purposes:it is not on the
non-exhaustivelist of major life activities (includingwalking, seeing,andbreathing)in the
EEOC regulations,29 C.F.R. § 1630.2(I), Secondand Fourth Circuits have found that
driving is notamajorlife activity.SeeColwell v.SuffolkCountyPoliceDep‘t, 158F .3d635,
643 (2d Cir.1998); Wylandv.Boddie-NoellEnters.,Inc., 165 F.3d913, 1998WL 795173,
17
at *2 n. (4th Cir.1998)(unpublishedopinion)”).
As to plaintiff’s contentionthathis controlledbalanceproblemsimposea limitation
on his ability to walk, the January2 and22, 2008 examinationrecordsfrom Dr. Savant
indicatethat or thanan “impairedtandemwalk,”7 plaintiff wasableto standon his toesand
heelswithout difficulty, could maintainhis balanceandhad asteadywalk. Dr. Savant
opinedin herJanuary22 reportthatplaintiff was only restrictedfrom climbing laddersand
thathe could returnto work.8 Hence,Dr. Savantdid notbelievethatplaintiff’s capacityto
perform any activity otherthanclimbing differed from thatof non-impairedindividuals.
Even assumingthat the impairmentnotedby Dr. Savantrelatedto plaintiff’s abilities to
engagein oneor more of the major life ‘activities, suchinsignificant impairments,if they
existedasperceived,areinsufficient to constitutesubstantiallimitations. SeeAlbertson’s,
Inc. v.Kirkingburg, 527U.S.555, (1999) (holdingamere“difference” in aperson’sability
to perform major life activities as comparedto ordinarypersonsdoesnot qualify as a
“substantiallimitation” unlessthe limitation is significant). Moreover,plaintiff cannot
satisfyits summaryjudgmentburdenby assertingin conclusoryfashionthatDr. Savant’s
perceptionof him asunablesafely to climb “necessarily”meansthatsheregardedplaintiff
as also “substantiallylimited in one or more major life activities,” See,e.g., Pegramv.
~ “Tandemgait is theability to walkalongastraightline placingonefoot directlyin front of theother,heelto toe.... In ataxicdisorders,theability to tandemwalk is impaired,reflectingthe tendencyofsuchpatientsto compensatefor their in-coordinationby developingabroadbasedgait.” See,SpringerNetherlands,A Dictionary ofNeurologicalSigns(2002).
8 Following his termination,plaintiffstatesthathe becameemployedby Omni’ s competitor,
Analytic Stress,in asimilarsalesjob. R. 81.
18
Honeywell, Inc., 361 F.3d 272, 286 (5th Cir.2004) (rejecting a plaintiffs “conclusory
allegations”thatshewassubstantiallylimited in amajor life activity); Deasv. RiverWest,
L.P., 152 F.3d 471,479 (5th Cir.1998) (rejectingplaintiff’s “bald assertion”thatbecause
defendant’smedicalproviderbelievedtheplaintiff sufferedfrom seizures,he mustalsohave
“perceivedherasbeingsubstantiallylimited in themajor life activitiesof seeing,hearing,
andspeaking”). Plaintiff hasproducedno evidencesupportingtheallegationthathisability
to walk or standwasaffectedin anyway.
As to plaintiff’s “controlled drug addiction,” currentillegal drug usersareexcepted
from theADA’s definitionof qualified individuals. Zenorv. ElPasoHealthcare,176 F.3d
847, 856 (5t~~Cir. 1999). A personwho hasusedillegal drugs in the monthsprecedinga
negativeemploymentactionis properly characterizedas“currently engagingin the illegal
useof drugs.” Id. Althoughasafeharboris affordedto personswhostopusingillegal drugs
andeitherbeginparticipatingin asuperviseddrugrehabilitationprogramorwhosuccessfully
completesuchaprogramandno longeruseillegal drugs,apersonmustbedrug-freefor a
considerabletimeperiodandin recoverylongenoughto havebecomestablein orderfor the
safeharborto apply. SeeZenor, 176 F. 3d at 858(citing McDaniel v. MississippiBaptist
Medical Center, 877 F.Supp.321 (S.D.Miss.1995)(holdingthat the ADA’s safeharbor
provisionappliesonly to a long-termrecoveryprogramandrequiresthatthe individual be
drug-free for aconsiderableperiod), afJ’d 74 F.3d 1238 (5th Cir.1995) andBaustian v.
Louisiana,910 F.Supp.274, 276 (E.D.La.1996)(holding thatbeing drug free for seven
19
weeksdid not satisfystatute’ssafeharborprovisioneventhoughplaintiff hadenrolled in
rehabilitationprogram)).
In his October21, 2009depositiontestimony,plaintiff statedthathe stoppedusing
illegal drugson July 31,2007,when Dr. Hooverbegantreatinghim with Suboxone.R. 57,
Exh. A, p. 70. Sometimethereafter,plaintiff beganparticipatingin an outpatientdrug
rehabilitationprogramat the Gloria CurranCenterin BreauxBridge,Louisiana. Plaintiff
continuedtreatmentatthe Centerfor overayearandwas thereforestill undertreatmenton
January22,2008,whenhe wasterminatedfrom Omni. Id. atpp. 55-57. At the time of his
deposition,plaintiff continuedto takeSuboxoneto treathis addiction. Id. atp. 146. As his
druguseis characterizedas“current,” plaintiff is precludedfrom beingaqualifiedperson
with adisability. However,evenassumingarguendothatplaintiff wasnot a“current” drug
useratthetimeof histermination,plaintiff mustdemonstratethattheconditionsubstantially
limits, or is perceivedbyhisemployerassubstantiallylimiting, his ability to performamajor
life function. Zenor, 176 F.3dat 860.
Plaintiff has“producedno evidencewhatsoeverthathe ispreventedor evenseverely
restrictedfrom performing [daily living] activities” becauseof his allegeddisabilitiesor
impairments.Hinojosav. Jostens,Inc., 128 Fed.Appx. 364,366 (Sth Cir. 2005) (emphasis
inoriginal). Rather,therecordis repletewith plaintiff’s ownrepresentationsconfirming that
hisimpairmentswerenot substantialandcreatedno limitationson his “major life activities.”
Accordingly,Omni’s motionwill be grantedas to plaintiff’s claimsfor disability underthe
20
ADA. ToyotaMotorMfg. Ky,Inc. V. Williams,534U.S. 184, 198 (2002)(citingAlbertson‘s
Inc. v. Kirkingburg, 527 U.S.557, 557 (1999)). (“[T]he ADA requiresthose‘claiming the
Act’s protectionto proveadisability by offering evidencethat theextentof the limitation
causedby their impairmentin termsof their own experienceis substantial.”).
2. WhetherOmniRegardedPlaint~ffAsDisabled
Plaintiff furtherassertsthatOmni “regarded”him asdisabled.R.62. “In orderto be
‘regardedas’ disabledaplaintiff must: (1) haveaphysicalor mentalimpairmentthatdoes
not substantiallylimit major life activities,but be treatedas suchby an employer;(2) have
aphysicalormentalimpairmentthatsubstantiallylimits oneor moremajorlife activities,but
only becauseof the attitudesof others toward the impairment; or (3) have no actual
impairment at all, but be treated by an employer as having a substantially limiting
impairment. Theplaintiff alsomustestablishthatthe impairment,if it existedasperceived,
would be substantiallylimiting.” Mclnnis v. Alamo CommunityCollegeDist., 207F.3d
276, 281 (5t~~Cir. 2000)(citationsomitted); Rodriguezv. ConAgraGroceryProductsCo.,
436 F.3d468,475 (5
th Cir. 2006).
The focus of a “regardedas” claim is the reactionandperceptionof the relevant
decisionmakersworking with theplaintiff; theopinionsor perceptionsof otherindividuals
involved are of little legal significance. Deas, 152 F.3d at 476 n.9. Evidencethat an
employerwasmerelyawareofanimpairmentis not sufficientto survivesummaryjudgment.
Under the ADA, a plaintiff must show he is “regarded as” having an impairment that
21
substantiallylimits one or more major life activities. Id. at 476 (plaintiff must produce
“sufficient evidencefor areasonabletrier of fact to concludethat [the employer]perceived
[him] ashavingan ‘impairment’ andthatthis impairment,if it existedasperceivedby [the
employer],wouldhavesubstantiallylimited oneormoreof [plaintiffs] majorlife activities”).
To survivesummaryjudgmenton a“regardedas” claim, “an employeemustshowthatan
employerregardedtheemployeeassubstantiallylimited inhisability to work by finding that
the employee’simpairmentforecloseshis ability to performaclassof jobsor abroadrange
ofjobs.” Pegramv.Honeywell,Inc.,361 F.3d272,287(5thCir.2004). “[A]n employermay
regardan employeeas impairedor restrictedfrom onepositionor anarrow rangeof jobs
without regarding[him] as ‘disabled.” E.I. Du PontdeNemours,480 F.3dat724,729 (5t~~
Cir. 2007). The“inability to performasingle,particularjobdoesnot constitutea substantial
limitation in themajor life activity of working.” Pryor v. Trane, 138 F.3d 1024,1027 (5th
Cir. 1998).
Plaintiff alsoallegesthathe suffersfrom amanagedbalanceproblemwhich did not
affecthisjob performance,but thatOmni consideredhim limited in hisability to performhis
job andunreasonablyrequiredhim to take acompanyevaluation. Plaintiff, however,has
offeredno evidenceto establishthatOmni consideredhim as limited inhis ability to perform
majorlife activitiesor unableto performawiderangeofjobs. Whenaskedin his deposition
if he thoughtOmni perceivedhim as being disabled,plaintiff responded,“I don’t know.”
Whenaskedwhetheranyoneat Omni madeanystatementsto him thatledhim to believethe
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companyconsideredhim to be disabled,he responded“no.” R. 57, Exh. A, pp 62-63.
Plaintiff’s supervisor,Andy Dufrene,statedthat he was unawareof plaintiff’s balance
problemandthathehadno concernsthatplaintiff wasstill usingdrugs. He did not know
anythingaboutplaintiff’s first andsecondphysicals,only that plaintiff was terminated
becauseherefusedto takethere-employmentphysicalOmniwhich“youhadto passto come
backto work.” R. 57-6, Exh. 0, p. 45. Omni’s HumanResourcesDirector, Lisa Jacob,
statedthatafterbeingadvisedby Dr. Thibodeauxthatplaintiff’s treatingphysicianreported
his unsteadinesshadimproved,sheaskedDr. Thibodeauxto performa third examin order
to evaluatehis improvementandreassesshis limitations in order to allow him to return to
work. Id., Exh. C. In herdeposition,Jacobstatedthatsheencouragedplaintiff to retakethe
companyphysical“so he couldcomebackto work.” R. 81, Exh. 8, 12/30/09Depo.ofLisa
Jacob,p. 69.
In his oppositionmemorandum,plaintiff callsinto questionOmni’s policyof requiring
the return-to-work examination and speculatesthat the exam was required of plaintiff
because“[h]e wasprobablyregardedasanolderaddleddrugaddictwhowasin their minds
possiblystill under the influenceof drugs... to the point he could not walk straight; i.e.,
regardedas disabled.” R. 62. Plaintiff, however,has provided nothing to negatethe
depositiontestimonyofAndy Dufrenethattheexamwasrequiredfor all employeesreturning
to work, the testimonyof Lisa Jacobthat the requirementto passthe company’sphysical
beforereturningto work wasa “hard andfastrule,” R. 81,Exh.5, p. 32; Exh. 8, pp. 34-35,
23
or thestatementof Lisa Jacobthat“it wasOmni’s practice... to requireemployeeslike Mr.
Lejeuneon extendedmedicalleavesto undergoareturn-to-workphysical,” R. 57-6, Exh.
C. Plaintiff alsoarguesthatOmni’s policy of requiringthe return-to-workevaluationwas
neither job-relatednor consistentwith Omni’s businessnecessity. The recordindicates,
however,thatDr. Thibodeaux,asOmni’s companydoctor,andDr. Savant,plaintiff’s own
physician,opinedthatplaintiff could not return to work becausehis job requireddriving.
Also, Andy Dufrene andLisa Jacobtestifiedthattheyhadconcernsof asafetyissuewhen
plaintiff returnedto work becausehe hadto driveacompanyvehicle. R. 81, Exh.5, pp. 36-
37;Exh. 8, pp. 34-35. It wasonly afterDr. Savant’sJanuary21, 2008examinationthatshe
removedthedriving restrictionandreleasedplaintiff to returnto work. Plaintiff’s medical
recordsindicatethathistreatingphysician,Dr. Savant,advisedhim thatDr. Thibodeauxwas
obligated to re-exam him and that she should also perform the evaluation. Omni’s
requirementto requireplaintiff to be re-examinedby Dr. Thibodeauxwas thereforejob-
relatedandwas consistentwith Omni’s businessnecessityasrequiredunder42 U.S.C. §
12112(d)(4)(B). See,Hinojosav. JostensInc., 128Fed.Appx.364,368 (5tl~Cir. 2005)citing
42 U.S.C.§ 12112(d)(4)(B)(“theADA authorizesemployersto inquireaboutanemployee’s
ability to performjob-relatedfunctions).
Plaintiff hasfailed to establishthathe was“regardedas disabled.” Plaintiff failed to
produceevidencethatanyoneatOmni perceivedhim asdisabled. In orderto succeedon his
claim under the ADA, plaintiff would have to produceevidencedemonstratingthat his
24
employer “entertain[ed] some misperceptionregarding[plaintiff] - either that he has a
substantiallylimiting impairmentthathe doesnothaveorthe impairmentis not so limiting
asbelieved.”Aldrupv. Caldera,274F.3d282, 287(5thCir.2001).Plaintiff failed to do so.
B. AgeDiscriminationClaim
Plaintiff also assertsa claim under the Age Discrimination in EmploymentAct
(“ADEA”), 29 U.S.C. § 621 etseq.,allegingthatOmni discriminatedagainsthim basedon
hisagebecausehe wasreplacedwith ayoungeremployee.R. 1, ¶ 6. Plaintiff, however,has
providednot onescintillaof evidenceto supporthis claim thatagewasamotivatingfactor
in Omni’s decisionto terminatehim. Accordingly,plaintiff’s agediscriminationclaim will
be dismissed.
IV. Conclusion
For the reasonsstatedabove,the Court will grant Omni’s Motion for Summary
JudgmentandBrice Lejeune’sclaimsof discriminationundertheADA andtheADEA will
bedismissedwith prejudice.As theCourtwill declineto assertits supplementaljurisdiction
overplaintiff’s statelawemploymentclaimsandtherelatedBill oflnterpleader,the statelaw
claimswill be remandedto theFifteenthJudicialDistrict Court,LafayetteParish,Louisiana
andtheBill of Interpleaderwill be dismissedwithoutprejudice.
25