972 F.3d 21
1st Cir.2020Background
- Bell, a store manager at O’Reilly, has Tourette’s, ADHD, and major depression causing motor tics, concentration problems, and exhaustion.
- After two shift leaders left, Bell worked nearly 100 hours/week; his symptoms worsened and he sought medical help.
- His provider submitted a fitness-for-duty form seeking an accommodation: limit scheduled hours to 9 hours/day, 5 days/week (restricting scheduled hours but permitting unscheduled hours if needed); O’Reilly refused and later terminated him.
- Bell sued under the ADA and Maine Human Rights Act; a jury found for O’Reilly at trial.
- On appeal Bell challenged a jury instruction that said a plaintiff must prove he "needed an accommodation to perform the essential functions of his job."
- The First Circuit vacated the judgment and remanded for a new trial on the failure-to-accommodate claim, taxing costs to Bell.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Jury instruction standard for failure-to-accommodate | Bell: employee need not be unable to perform essential functions; difficulty alone can justify requested accommodation | O’Reilly: instruction was correct or functionally equivalent to correct law | Court: instruction was erroneous; employee may request accommodation even if able to perform with difficulty; vacated and remanded |
| Prejudice from the erroneous instruction | Bell: error narrowed employer liability and prejudiced his case | O’Reilly: no prejudice — instruction was equivalent or no jury could find Bell could perform with accommodation | Court: error was prejudicial on this record; new trial required |
| Whether requested restriction would defeat essential-job-function requirement | Bell: restriction capped scheduled hours but allowed unscheduled hours; could perform if necessary | O’Reilly: store managers must work ≥50 hours/week; restriction would prevent performing essential functions | Court: factual dispute appropriate for jury; reasonable jury could find for Bell |
Key Cases Cited
- Thomas & Betts Corp. v. New Albertson's, Inc., 915 F.3d 36 (1st Cir. 2019) (standard of review for preserved instructional error)
- Richardson v. Friendly Ice Cream Corp., 594 F.3d 69 (1st Cir. 2010) (treating MHRA coextensive with the ADA)
- Sepúlveda-Vargas v. Caribbean Rests., LLC, 888 F.3d 549 (1st Cir. 2018) (elements of failure-to-accommodate claim)
- Calero-Cerezo v. U.S. Dep’t of Just., 355 F.3d 6 (1st Cir. 2004) (employee may seek accommodation despite employer satisfaction with prior performance)
- United States v. Pizarro, 772 F.3d 284 (1st Cir. 2014) (interpretation of jury instructions' natural reading)
- Sony BMG Music Ent. v. Tenenbaum, 660 F.3d 487 (1st Cir. 2011) (prejudice standard for new trial due to instructional error)
- Trahan v. Wayfair Me., LLC, 957 F.3d 54 (1st Cir. 2020) (proposed accommodation must be effective so employee can perform essential functions)
