United States Court of Appeals
For the First Circuit
No. 08-2423
KATHARINE RICHARDSON,
Plaintiff, Appellant,
v.
FRIENDLY ICE CREAM CORPORATION,
Defendant, Appellee.
APPEAL FROM THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF MAINE
[Hon. George Z. Singal, U.S. District Judge]
Before
Lynch, Chief Judge,
Ebel* and Lipez, Circuit Judges.
Julie D. Farr, with whom Charles E. Gilbert was on brief, for
appellant.
Christopher T. Vrountas for appellee.
February 5, 2010
*
Of the Tenth Circuit, sitting by designation.
LIPEZ, Circuit Judge. Appellant Katharine Richardson
alleges that her former employer, appellee Friendly Ice Cream
Corporation ("Friendly's"), discriminated against her in violation
of the Americans with Disabilities Act ("ADA"), 42 U.S.C. §§ 12101-
12213, and the Maine Human Rights Act ("MHRA"), 5 Me. Rev. Stat.
§§ 4551-4634, by failing to accommodate her disability and by
terminating her employment because of that disability. The
district court entered summary judgment for Friendly's, holding
that Richardson is not covered by the ADA or the MHRA because she
is not capable of performing the essential functions of her
position, with or without a reasonable accommodation, and hence is
not a "qualified individual." We affirm.
I.
Friendly's, a Massachusetts-based restaurant chain, hired
Richardson as an assistant manager of its Ellsworth, Maine store in
2000. Richardson worked alongside one other assistant manager
during the period of her employment. Both assistant managers
reported to Tina Emery, the general manager of the Ellsworth
restaurant, who in turn reported to Todd Mosher, the district
manager. Between 2000 and 2006, Richardson performed both
administrative and manual tasks as part of her job. Among other
duties, she regularly interacted with customers, supervised other
employees and inspected their work, carried plates to customers,
ordered new supplies, unloaded new supplies as they were delivered,
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operated the grill and the deep-frying machine, and cleaned the
restaurant. Because the general manager and the other assistant
manager preferred to work the opening and closing shifts,
Richardson typically worked the mid-day shift, which was the least
physically demanding of the three shifts.
In January 2006, Richardson began to experience severe
pain in her right shoulder. She claims, and Friendly's does not
dispute, that the pain was caused by the manual tasks that she had
been performing at work, such as working at the grill and scooping
ice cream. When she reported her injury to Friendly's that same
month, the company sent her to see a physician at Mednow Clinic in
Ellsworth. The physician diagnosed Richardson's pain as shoulder
impingement syndrome, prescribed an anti-inflammatory medication,
and recommended that Richardson discontinue all grill work and
other tasks that involved lifting objects heavier than ten pounds
with her right arm.
Between January 2006 and September 2006, Richardson
continued to work at Friendly's without missing any days. Although
the pain in her shoulder impeded the full use of her right arm, she
claims that she was able to modify her work behavior during that
period to enable her to perform most of the tasks that she had
previously performed. For example, when cooking French fries in
the deep-frying machine, she would cook small quantities at a time
and would remove the cooked product with tongs rather than by
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lifting the entire basket as she formerly did. She admits that she
was unable to perform certain tasks such as mopping the floor and
lifting heavy bags of trash, but she says that there were typically
other employees on duty who were able to perform those tasks. She
adds that she had been reprimanded before her injury for failing to
delegate manual tasks to other restaurant employees.
In September 2006, Richardson took a leave of absence to
undergo shoulder surgery. Following the surgery, Richardson
continued to experience intense pain in her shoulder and was unable
to return to work immediately. At that point, Friendly's workers'
compensation administrator retained a nurse case manager, Debra
Dwyer, to facilitate Richardson's recovery and return to work.
Dwyer was in regular contact with Emery, the general manager,
during the period after Richardson's surgery. Emery testified at
her deposition that she and Dwyer discussed Richardson's
anticipated return date, Richardson's anticipated medical
restrictions, and certain accommodations and transitional job
duties that might have enabled Richardson to work within her
medical restrictions.
Based on Richardson's post-operative medical evaluations,
Emery and Dwyer initially assumed that Richardson would be able to
return to work near the end of October 2006. Richardson did not
improve as expected, however. Her surgeon concluded that she had
"no work capacity," and Richardson remained on leave throughout
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October and November. On December 7, the surgeon estimated that
Richardson would be able to return to work on January 8, 2007.
Dwyer gave that projected return date to Emery, who then conveyed
the information to district manager Mosher.
Three days later, Mosher sent the following e-mail to
Theresa Marino, a human resources manager at Friendly's corporate
headquarters:
Theresa -
I'm sorry -- but I need your help. Can you
give us some guidance on Kathy Richardson? As
you know she is the Manager from Ellsworth
#1241 that has been out with a shoulder injury
from lifting French fry baskets.
She is supposed to be released the first week
of Jan. after a second opinion last week
revealed the opposite of what the original
physician said.
I would prefer to not bring her back if at all
possible (as she is just going to do the same
thing in '07).
Can you help guide us on this?
P.S. Please don't cc the restaurant on any of
this -- as Tina Emery (GM) is on vacation.
Thanks!
Diana Beach, a representative from Friendly's compensation and
benefits department, responded that same day:
She has reached the end of her FML [family and
medical leave] with Friendly as of 12/3/06
which means that our obligation of leaving her
job open has ended. Due to the fact that she
is out on WC [workers' compensation], you may
want to check with the legal department to see
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if you have to bring her back. I will be
sending her out COBRA for her medical/dental
insurance.
There is some dispute about the sequence of events that
followed this exchange of e-mails. Friendly's claims that it
decided to terminate Richardson's employment on December 14, 2006
because she had remained on leave beyond the time reserved for her
by the Family and Medical Leave Act, 29 U.S.C. §§ 2601-2654. Diana
Beach sent Richardson a letter that day notifying Richardson of her
right to continue her group insurance coverage. Richardson
acknowledges receiving the letter but says that she did not
interpret it to be a notice of termination. When she questioned
Emery and Beach about the letter, neither explained that she had
been terminated. Dwyer also told Richardson that she and Emery
continued to correspond about Richardson's condition after that
date, giving Richardson the impression that she was still expected
to return to work.
In any case, Richardson's physician finally signed a work
release on January 4, 2007. Although he permitted her to return to
Friendly's, he prohibited her from performing repetitive activity
with her right arm and from lifting objects weighing more than five
pounds. Richardson delivered the release to the Ellsworth
restaurant that same day. Four days later, on January 8, Mosher
telephoned Richardson to notify her that she had been terminated.
According to Richardson, Mosher said: "Because you are still
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disabled and you have gone over your thirteen weeks of family
medical leave, we choose to terminate you."
On January 17, Richardson filed a charge of
discrimination with the Maine Human Rights Commission ("MHRC") and
the Equal Employment Opportunity Commission ("EEOC"). She alleged
in her charge that Friendly's reliance on the Family and Medical
Leave Act was pretextual and that Friendly's discharged her solely
because of her disability. The MHRC issued a right-to-sue letter,
and on October 31, 2007 Richardson filed a complaint in Maine
Superior Court asserting claims against Friendly's and its workers'
compensation administrator for violation of the ADA and the MHRA
and for tortious interference with contract. The defendants then
removed the action to federal court.
Friendly's moved for summary judgment after the close of
discovery, claiming that (1) Richardson was not eligible for relief
under the ADA or MHRA because she had not shown that she was
qualified for her position at the time of her discharge, and
(2) she was terminated in accordance with Friendly's generally
applicable leave policy rather than on the basis of disability.
The motion was referred to a magistrate judge, who recommended that
summary judgment be granted on the first ground. In a brief order,
the district judge approved the magistrate judge's reasoning and
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granted Friendly's motion. Judgment was entered that same day,1
and this appeal followed.
II.
Summary judgment is proper where "the pleadings, the
discovery and disclosure materials on file, and any affidavits show
that there is no genuine issue as to any material fact and that the
movant is entitled to a judgment as a matter of law." Fed. R. Civ.
P. 56(c). We review the district court's grant of summary judgment
de novo, drawing all reasonable inferences in Richardson's favor.
Franklin Memorial Hosp. v. Harvey, 575 F.3d 121, 125 (1st Cir.
2009).
Title I of the ADA prohibits covered entities from
"discriminat[ing] against a qualified individual on the basis of
disability in regard to job application procedures, the hiring,
advancement, or discharge of employees, employee compensation, job
training, and other terms, conditions, and privileges of
employment." 42 U.S.C. § 12112(a).2 Richardson alleges that
Friendly's discriminated against her on the basis of disability
when it discharged her. In order to prevail on that claim at
trial, she must show: (1) that she was disabled within the meaning
1
Richardson voluntarily dismissed her claims against the
workers' compensation administrator, including the claim for
tortious interference with contract.
2
The parties assume that the Maine Human Rights Act is
coextensive with the ADA in all material respects. We do not
question that assumption here.
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of the ADA; (2) that she was qualified for her position; and
(3) that Friendly's discharged her because of her disability.
García-Ayala v. Lederle Parenterals, Inc., 212 F.3d 638, 646 (1st
Cir. 2000) (citing Criado v. IBM Corp., 145 F.3d 437, 441 (1st Cir.
1998)).
Friendly's has not disputed Richardson's disability
status. It moved for summary judgment on the grounds that
Richardson was not qualified for her position as an assistant
manager and that Friendly's did not discharge her because of her
disability. The district court granted the motion on the first
ground and found it unnecessary to address the second. Richardson
argues on appeal that there is a genuine issue of material fact as
to both issues. Because we agree with the district court that no
reasonable jury could conclude that Richardson was qualified for
her position, we do not address her second argument about
Friendly's motive for terminating her.
To establish that she was qualified, Richardson must
demonstrate, first, that she had the necessary "skill, experience,
education, and other job-related requirements" for the assistant
manager position and, second, that she was able to perform the
"essential functions" of the position "with or without reasonable
accommodation." Mulloy v. Acushnet Co., 460 F.3d 141, 147 (1st
Cir. 2006) (quoting García-Ayala, 212 F.3d at 646). Friendly's
does not suggest that Richardson lacks the basic skill, experience,
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and education for the assistant manager position. We therefore
turn to the second requirement, and our assessment of whether
Richardson could perform the essential functions of the assistant
manager position with or without reasonable accommodation.
A. The Essential Functions of Richardson's Position
To determine whether Richardson was able to perform the
essential functions of her position, it is necessary to identify
those functions. Precision is critical, as the level of generality
at which the essential functions are defined can be outcome
determinative. See, e.g., Gillen v. Fallon Ambulance Serv., Inc.,
283 F.3d 11, 27-28 (1st Cir. 2002); Skerski v. Time Warner Cable
Co., 257 F.3d 273, 280-81 (3d Cir. 2001).
1. Legal Framework
An essential function is, at its most basic level, one
that is "fundamental" to a position rather than "marginal."
Kvorjak v. Maine, 259 F.3d 48, 55 (1st Cir. 2001). The ADA's
implementing regulations elaborate on this idea, listing three
nonexclusive reasons why a job function may be considered
essential: (1) the position exists for the purpose of performing
the function; (2) there are a limited number of employees among
whom responsibility for the function can be distributed; and/or
(3) the function is highly specialized and the incumbent was hired
for his or her expertise or ability to perform it. 29 C.F.R.
§ 1630.2(n)(2); see also EEOC Interpretive Guidance on Title I of
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the ADA, 29 C.F.R. pt. 1630, app., § 1630.2(n) [hereinafter EEOC
Interpretive Guidance] (illustrating the three reasons).3
Within these contours, "the complex question of what
constitutes an essential job function involves fact-sensitive
considerations and must be determined on a case-by-case basis."
Gillen, 283 F.3d at 25. Among the types of evidence bearing on the
analysis are:
[1] The employer's judgment as to which
functions are essential;
[2] Written job descriptions prepared before
advertising or interviewing applicants for
the job;
[3] The amount of time spent on the job
performing the function;
[4] The consequences of not requiring the
incumbent to perform the function;
[5] The terms of a collective bargaining
agreement;
[6] The work experience of past incumbents
in the job; and/or
[7] The current work experience of
incumbents in similar jobs.
3
The EEOC Interpretive Guidance was published as an
appendix to the regulations implementing Title I of the ADA. See
Equal Employment Opportunity for Individuals With Disabilities, 56
Fed. Reg. 35,726, 35,739 (July 26, 1991) (codified at 29 C.F.R. pt.
1630, app.). We have often looked to it in construing the ADA.
See, e.g., Freadman v. Metro. Prop. & Cas. Ins. Co., 484 F.3d 91,
104 (1st Cir. 2007); Grenier v. Cyanamid Plastics, Inc., 70 F.3d
667, 672 (1st Cir. 1995).
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29 C.F.R. § 1630.2(n)(3). It is the employer's burden "to come
forward with some evidence" that a particular function is
essential, Tobin v. Liberty Mut. Ins. Co. ("Tobin I"), 433 F.3d
100, 107 (1st Cir. 2005), but the plaintiff always has the ultimate
burden of proving that she is a qualified individual, Laurin v.
Providence Hosp., 150 F.3d 52, 59 (1st Cir. 1998).
"The purpose of these provisions is not to enable courts
to second-guess legitimate business judgments, but, rather, to
ensure that an employer's asserted requirements are solidly
anchored in the realities of the workplace, not constructed out of
whole cloth." Gillen, 283 F.3d at 25. The ADA expressly provides
that "consideration shall be given to the employer's judgment as to
what functions of a job are essential, and if an employer has
prepared a written description before advertising or interviewing
applicants for the job, this description shall be considered
evidence of the essential functions of the job." 42 U.S.C.
§ 12111(8). Consistent with that directive, "we generally give
substantial weight to the employer's view of job requirements."
Mulloy, 460 F.3d at 147 (quoting Ward v. Mass. Health Research
Inst., Inc., 209 F.3d 29, 34 (1st Cir. 2000)). We have made it
equally clear, however, that "the employer's good-faith view of
what a job entails, though important, is not dispositive." Gillen,
283 F.3d at 25.
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2. Analysis
Richardson argues that her sole essential function was to
"oversee the operation of the restaurant and ensure that it ran
smoothly." Friendly's disagrees, relying heavily on a written job
description for the assistant manager position as proof that it was
essential for Richardson to be able to perform a number of
predominantly manual tasks as well.
The six-page job description is divided into multiple
sections.4 The first substantive section, labeled "Primary Task,"
provides:
The primary function of this position is to
assist the General Manager with assigned
administrative and operational shift duties,
provide guidance and direction to restaurant
personnel, oversee, direct and assist in
kitchen, dining and take-out operations,
facilitate production and customer service,
ensure safety regulations and quality
standards are maintained and that customer
satisfaction is achieved.
The following section, labeled "Essential Functions," lists
thirteen general categories of job duties. Among other things, it
reiterates that an assistant manager must "[r]un shifts, oversee,
direct and assist in kitchen, dining and take-out operations to
facilitate production and customer service." The remaining
4
Richardson has objected to the job description as
inadmissible hearsay. The district court overruled her objection
on the ground that the job description was properly authenticated
as a business record. See Fed. R. Evid. 803(6). We agree that the
affidavit submitted by Friendly's is adequate for that purpose.
The district court did not err in admitting the job description.
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sections of the job description are significantly more detailed,
listing specific tasks and physical movements that the assistant
manager may be asked to perform.
Without addressing whether each individual task listed in
the written job description is an essential function of the
assistant manager position, we conclude that it was essential for
an assistant manager to "assist in kitchen, dining and take-out
operations to facilitate production and customer service." We
further conclude, on the basis of the overwhelming weight of the
summary judgment evidence, that an assistant manager had to be
capable of performing a broad range of manual tasks in order to
perform that function.
It is undisputed that Richardson was often required to
assist her subordinates in performing their jobs and to fill in for
them as necessary. Richardson admitted as much in her deposition
testimony:
Q: And part of your job was, basically, to
be able to do any of those jobs in the
restaurant that you were trained to do?
A: Yes. I think. Ideally, I'm not -- if
I'm a manager, I am not going to be in
the grill area trying to run the floor
and take care of a customer . . . . I
needed to be able to do everything so
that I could train . . . and that I
could effectively take care of the
restaurant.
Q: Right. And also to fill in when
needed --
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A: Yes.
Q: -- if you needed [to] fill in, right?
So if you needed to fill in at the
grill, you'd fill in at the grill.
A: Yes.
Q: And if you needed to fill in to help in
the dining room --
A: Yes.
Richardson described in detail the duties she was often required to
perform, which included cooking, cleaning, serving food, and
unloading delivery trucks. Richardson's husband and physician
confirmed in their testimony that her job had a substantial
physical component. Indeed, the very premise of Richardson's
workers' compensation claim was that her injury was caused by the
heavy, repetitive manual tasks that she performed at Friendly's on
a daily basis. All of this evidence indicates that Richardson
spent a substantial amount of time on the job performing manual
tasks around the restaurant. See 29 C.F.R. § 1630.2(n)(3)(iii)
("Evidence that a particular function is essential
includes . . . [t]he amount of time spent on the job performing the
function . . . .").
The written job description also indicates that it was
essential for an assistant manager to physically assist in
restaurant operations. See 29 C.F.R. § 1630.2(n)(3)(i)-(ii)
("Evidence that a particular function is essential
includes . . . [t]he employer's judgment as to which functions are
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essential [and w]ritten job descriptions prepared before
advertising or interviewing applicants for the job . . . ."). As
we have noted, that function is listed as both a "Primary Task" and
an "Essential Function." Other manual tasks are listed in the
"Essential Functions" section as well: "[r]eceive deliveries,
unload products from the trailers with conveyor, hand-truck or by
hand as required"; "[t]ransport stock items to the appropriate
storage area cooler, freezer or dry storage area as required"; and
"clean and secure facility and all equipment." When Richardson was
asked at her deposition whether the "Essential Functions" section
of the job description accurately described her responsibilities as
an assistant manager, she replied, "I guess so."
The "Task Analysis" section of the job description lists
other duties that the assistant managers were expected to perform:
"physically assist and/or perform kitchen, dining and take-out
operations"; "cook food items on the grill, in the Fry-o-lator and
[in the] microwave oven"; "deliver prepared meals, beverages, and
dessert items to customers"; "clean and reset tables"; "bus
dishware and utensils to the dishwashing area"; "load and operate
the dishwasher"; "perform general housekeeping duties"; and "clean
and secure facility, the grounds and all equipment." Again,
Richardson admitted at her deposition that this list accurately
described her operational duties.
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In an attempt to rebut this evidence, Richardson argues
that she "was an assistant manager and thus her primary function
was not to do each job itself -- the restaurant specifically
employed cooks, wait staff, dishwashers, and other employees to do
those jobs. Rather, her primary function was to oversee the
operation of the restaurant and ensure that it ran smoothly." To
the extent that Richardson means to suggest that the designation of
her position as "assistant manager" implies that her essential
functions were limited to managing other employees, we reject that
argument. It is not uncommon for "managers" of small restaurants
and retail stores to spend little of their time managing others.
See, e.g., Morgan v. Family Dollar Stores, Inc., 551 F.3d 1233,
1272-73 (11th Cir. 2008) (noting, in action under the Fair Labor
Standards Act, that "store managers" spent "80 to 90% of the time
performing manual labor").
Even assuming it is true that Richardson's "primary
function" was to oversee restaurant operations, the point does not
advance Richardson's case. The essential functions of a position
are not limited to the "primary" function of the position. For
example, we concluded in Kvorjak v. Maine, 259 F.3d at 56, 58, that
it was essential for a claims adjudicator to be able to provide
advice to other employees notwithstanding our recognition that the
"core function" of the position was adjudicating claims.
Similarly, the Tenth Circuit determined in Frazier v. Simmons, 254
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F.3d 1247, 1259-61 (10th Cir. 2001), that it was essential for a
criminal investigator to be capable of physically restraining
violent individuals even though the primary functions of the
investigator position (investigation and desk work) did not require
physical exertion.
Richardson points out that some of her physical duties
were reduced or shifted to other employees after she was injured in
2006. That evidence has minimal value, however. "[A] court must
evaluate the essential functions of the job without considering the
effect of [any] special arrangements." Phelps v. Optima Health,
Inc., 251 F.3d 21, 25 (1st Cir. 2001); see also Laurin, 150 F.3d at
60-61 ("An employer does not concede that a job function is
'non-essential' simply by voluntarily assuming the limited burden
associated with a temporary accommodation . . . ."). The voluntary
accommodations that Friendly's made following Richardson's injury
do not alter our assessment of the essential functions of the
assistant manager position.5
Importantly, the evidence shows that there were a limited
number of employees among whom the performance of the manual tasks
at the Ellsworth restaurant could be distributed. See 29 C.F.R.
§ 1630.2(n)(2)(ii) ("[A] function may be essential because of the
limited number of employees available among whom the performance of
5
We address in more detail below Richardson's contention
that it was permissible for her to delegate manual tasks to other
restaurant employees. See infra.
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that job function can be distributed."). Tina Emery testified that
during the slowest times of the year, eight to ten employees would
be on duty over the course of an entire day. Richardson echoed
this testimony, adding that only one of the three managers would be
on duty at the beginning and end of each day. Richardson also
testified that in the early mornings an assistant manager and a
server would typically be the only employees on duty. At those
times, the assistant manager would be responsible for preparing all
of the food and the server would be responsible for interacting
with the customers. This evidence supports a finding that manual
duties were essential to Richardson's position. See Hirschhorn v.
Sizzler Restaurants Int'l, Inc., 913 F. Supp. 1393, 1399 (D. Nev.
1995) ("[F]unctions that might not be considered essential if there
were a larger staff may become essential because the staff size is
small compared to the volume of work that has to be done."); EEOC
Interpretive Guidance, § 1630.2(n) ("[I]f an employer has a
relatively small number of available employees for the volume of
work to be performed, it may be necessary that each employee
perform a multitude of different functions. Therefore, the
performance of those functions by each employee becomes more
critical and the options for reorganizing the work become more
limited.").6
6
Of course, it does not follow that an otherwise essential
job function may be deemed non-essential simply because there are
a large number of employees available to perform it. A job
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We conclude that any reasonable jury presented with the
summary judgment record here would find that it was essential for
Richardson to "assist in kitchen, dining and take-out operations,"7
and that she had to be capable of performing a broad range of
manual tasks in order to carry out that function. Especially
during periods of light staffing, an assistant manager whose
disability prevented her from performing a substantial number of
the manual tasks that were part of the daily operations of the
Ellsworth restaurant would not be able to fulfill one of her
fundamental job duties.
B. Richardson's Ability to Perform the Essential Functions of her
Position without a Reasonable Accommodation
Having identified the relevant essential function, we now
turn to whether Richardson was able to perform that function
without a reasonable accommodation. We must ask whether the
summary judgment evidence would permit a jury to conclude that
Richardson was capable of performing a sufficiently broad range of
manual tasks to effectively "assist in kitchen, dining and take-out
function "may be considered essential for any of [the] reasons"
listed in 29 C.F.R. § 1630.2(n)(2); however, none of those reasons,
standing alone, is necessary to support a finding that a job
function is essential.
7
The question whether a particular job function is
essential is for the jury when there is sufficient evidence. See,
e.g., Tobin v. Liberty Mut. Ins. Co. ("Tobin II"), 553 F.3d 121,
136 (1st Cir. 2009); Hamlin v. Charter Twp. of Flint, 165 F.3d 426,
430-31 (6th Cir. 1999); 3C Fed. Jury Practice & Instructions
§ 172.33 (5th ed. 2001 & Supp. 2009).
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operations." See Miller v. Ill. Dep't of Corr., 107 F.3d 483, 485
(7th Cir. 1997) ("[I]f an employer has a legitimate reason for
specifying multiple duties for a particular job
classification . . ., a disabled employee will not be qualified for
the position unless he can perform enough of these duties to enable
a judgment that he can perform its essential duties.") (emphasis
altered).
In attempting to show that she was able to perform a
sufficiently wide range of manual tasks, Richardson focuses on the
time period between her January 6, 2006 injury and her September 6,
2006 surgery. The premise of her argument is that her physical
abilities as of her January 8, 2007 termination were roughly
equivalent to her abilities during the pre-surgery period.8 Cf.
Land v. Washington County, Minn., 243 F.3d 1093, 1096 (8th Cir.
2001) ("An ADA plaintiff may not rely on past performance to
establish that he is a qualified individual without accommodation
when there is undisputed evidence of diminished or deteriorated
8
In most cases, the relevant date for determining whether
an individual is qualified for her position is the date of the
adverse employment decision. See EEOC v. Stowe-Pharr Mills, Inc.,
216 F.3d 373, 379 (4th Cir. 2000); EEOC Interpretive Guidance,
§ 1630.2(m). But cf. McKnight v. General Motors Corp., 550 F.3d
519, 522-28 (6th Cir. 2008) (discussing a circuit split over the
relevant date for cases involving discrimination against a retired
employee). The parties have presented conflicting evidence
regarding the date of Richardson's termination. We use
Richardson's proposed date, January 8, 2007, because it is
supported in the record and is more favorable to her as the non-
moving party below.
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abilities."). Although it is not clear that Richardson had in fact
recovered to her pre-surgery level by that date, we will assume for
the purposes of this appeal that she had. Even so, we conclude
that she has not shown that there is a genuine issue of fact
regarding her ability to perform the necessary range of manual
tasks.
It is undisputed that Richardson was not able to lift
more than five pounds or engage in repetitive manual activity. She
contends that she overcame these limitations by altering the manner
in which she performed certain tasks. For example, she testified
that she was able to cook French fries by cooking small quantities
at a time and then removing cooked product with tongs rather than
by lifting an entire basket. She also testified that she was able
to perform some manual tasks using only her left arm.
Richardson admits, however, that even with those
modifications she remained unable to perform a number of tasks,
including mopping the floor, lifting heavy bags of trash, scooping
ice cream, and unloading supplies from delivery trucks. She
testified that "cooking was very hard for [her] to do with [her]
arm" and that "[t]here was a lot of times when [she] would ask
David [Carter, a cook,] for help with assisting [her] in anything
to do with lifting." For example, she "would have him help [her]
bring out the product so [she] could prep it, if it was too heavy.
And he'd also end up having to put it back on the shelf." She also
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suggested that she was unable to clean the Fry-o-lator thoroughly
and that she was not able to carry bus buckets full of dirty
dishes. Richardson's supervisor, Tina Emery, made similar
observations: "[Richardson] couldn't take out the trash. She
couldn't unload a truck. She couldn't refill our milk machine.
She couldn't cook because she couldn't flip Fry-o-lator baskets."
Richardson also admitted in more general terms that her
disability left her unable to perform a substantial number of
manual restaurant tasks. When asked whether there were any
unmentioned tasks for which she had to seek help, she replied, "I
can't think of any right now, but I'm sure there was plenty. It's
a restaurant." She reiterated the point in a colloquy with
Friendly's attorney:
Q: There's a lot of tasks you can do, but
there's a lot of tasks you cannot do; is
that correct?
A: Well --
Q: Right?
A: I guess so.
Q: Well you just told me a number you
couldn't do; right?
A: Right
Q: And in a restaurant, there's a lot of
those tasks that you cannot do with an arm
that you shouldn't work overhead with,
shouldn't be using repetitively, and
shouldn't be lifting more than five
pounds?
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A: Yes.
Finally, she stated in her affidavit: "There were times that I felt
that I was being required to do work beyond my work restrictions,
typically in performing closing duties, only because I was
scheduled with another individual, Angela Antonelli, who also was
on light duty because she had restrictions related to bilateral
wrist problems."
Richardson does not contest any of the foregoing
evidence. Instead, she argues that the portions of her affidavit
describing the manual tasks that she was able to perform raise a
genuine issue of material fact as to her qualifications. We
disagree. The number of tasks that Richardson was unable to
perform was simply too great for her to be able to effectively
perform her essential operational duties as assistant manager of a
small restaurant like the Ellsworth Friendly's. We conclude that,
on the facts of this case, no reasonable jury could find that
Richardson was capable of performing her essential function of
"assist[ing] in kitchen, dining and take-out operations to
facilitate production and customer service."
C. Richardson's Ability to Perform the Essential Functions of her
Position with a Reasonable Accommodation
Richardson bears the burden of proving that a "proposed
accommodation would enable her to perform the essential functions
of her job" and that, "at least on the face of things, [the
accommodation] is feasible for the employer under the
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circumstances." Tobin v. Liberty Mut. Ins. Co. ("Tobin II"), 553
F.3d 121, 136 (1st Cir. 2009). Richardson argues that the only
accommodation she needed was the ability to perform certain manual
tasks in a modified manner. As we have already explained, it would
be unreasonable for a jury to conclude that Richardson was able to
perform her essential function of physically assisting with the
restaurant's operations even when the modifications are taken into
account.
Richardson also argues that, as a manager, it was
reasonable for her to delegate certain manual tasks to other
restaurant employees. That argument does not take her far. "[T]he
law does not require an employer to accommodate a disability by
foregoing an essential function of the position or by reallocating
essential functions to make other workers' jobs more onerous."
Mulloy, 460 F.3d at 153 (internal quotation marks and citations
omitted). On the facts of this case, it would be unreasonable for
Richardson to delegate so many tasks that she would no longer be
performing her essential function of physically assisting with the
restaurant's operations. Richardson must be able to perform a
sufficient number of manual tasks on her own. As explained above,
she has not shown that there is a genuine issue of material fact as
to whether she can do that.
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D. Conclusion
Because Richardson has failed to present sufficient
evidence for a reasonable jury to find that she is a "qualified
individual" within the meaning of the ADA, her discriminatory
discharge claim must fail. See Phelps, 251 F.3d at 28. We
therefore have no reason to consider her argument that Friendly's
reliance on the Family and Medical Leave Act as a reason for
terminating her was pretextual.
III.
In addition to pressing the discriminatory discharge
claim, Richardson has argued that Friendly’s violated the ADA by
refusing to engage in an interactive process to determine whether
any reasonable accommodations were available. See 29 C.F.R.
§ 1630.2(o)(3); Tobin I, 433 F.3d at 108. An interactive process
claim cannot succeed unless the interaction could have led to the
discovery of a reasonable accommodation that would have enabled the
plaintiff to perform the essential functions of her position. See
Kvorjak, 259 F.3d at 53; Soto-Ocasio v. Fed. Express Corp., 150
F.3d 14, 19 (1st Cir. 1998). As we have already explained,
Richardson has not identified any such accommodation in her briefs.
The two accommodations she has identified -- performing tasks in a
modified manner and delegating tasks to other employees -- are,
respectively, on this record, inadequate to enable her to perform
a sufficiently broad range of manual tasks and unreasonable as a
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matter of law. Summary judgment was therefore properly granted on
her interactive process claim.
AFFIRMED.
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