17 F.4th 576
5th Cir.2021Background
- Ida Houston, a TDA Program Review Specialist, suffers from lupus and other illnesses and took FMLA leave multiple times.
- After returning from extended medical leave in Jan 2016 she requested telework and a compressed four-day schedule; TDA approved the compressed week but denied telework.
- From Aug 2016–Apr 2017 Houston received written warnings for absenteeism, tardiness, performance defects, and insubordination and was placed on a 90‑day probationary period.
- Supervisors documented ongoing performance problems during probation (emails, a “Chart of Progress”); management decided to terminate her for failure to improve; termination notice was given Aug 17, 2017 after she took FMLA leave Aug 14–16.
- Houston sued for FMLA retaliation and Rehabilitation Act disability discrimination; the district court granted summary judgment for TDA, and Houston appealed.
- The Fifth Circuit assumed (but did not decide) Houston met a minimal prima facie FMLA showing, held TDA proffered legitimate nondiscriminatory reasons, and affirmed summary judgment because Houston failed to raise a genuine dispute of pretext; the Rehabilitation Act claim failed for the same reasons.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Houston established FMLA retaliation | Houston says her termination was retaliatory for taking FMLA leave and that timing and other facts permit inference of retaliation | TDA contends termination followed documented performance issues, warnings, and failed probation unrelated to FMLA leave | Court assumed prima facie satisfied but held plaintiff failed to show pretext; summary judgment affirmed |
| Whether TDA's stated reasons were pretextual | Houston argues contemporaneous documents are unreliable, policies were deviated from, and supervisors made coercive comments | TDA points to written warnings, probation documentation, and consistent testimony showing performance, timeliness, accuracy, and insubordination problems | Court found documentation and testimony support TDA’s reasons and plaintiff produced insufficient evidence of pretext |
| Whether denial of telework (accommodation) shows pretext/setup to terminate | Houston argues denial of telework (requested as accommodation) set her up to fail and led to termination | TDA asserts telework was denied because job required on-site inspections and policy restricts telework; compressed schedule was granted | Court held telework denial was not shown to be an adverse FMLA act and speculative link to termination is insufficient to show pretext |
| Rehabilitation Act — whether terminated "solely by reason" of disability | Houston incorporates FMLA pretext arguments to show disability was the cause | TDA relies on same nondiscriminatory performance reasons and contends disability was not the sole reason | Because Houston failed to show pretext under FMLA, she also failed to show the required "solely by reason" causal link; claim fails |
Key Cases Cited
- Wheat v. Florida Par. Juv. Just. Comm’n, 811 F.3d 702 (5th Cir. 2016) (summary-judgment standard and FMLA framework discussion)
- McDonnell Douglas Corp. v. Green, 411 U.S. 792 (U.S. 1973) (burden-shifting framework for discrimination/retaliation claims)
- Celotex Corp. v. Catrett, 477 U.S. 317 (U.S. 1986) (summary judgment burden rules)
- Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574 (U.S. 1986) (summary judgment and inference standards)
- Richardson v. Monitronics Int’l, Inc., 434 F.3d 327 (5th Cir. 2005) (articulating legitimate nondiscriminatory reason step)
- Goudeau v. National Oilwell Varco, L.P., 793 F.3d 470 (5th Cir. 2015) (when deviations from discipline procedures can indicate pretext)
- Laxton v. Gap Inc., 333 F.3d 572 (5th Cir. 2003) (insufficient opportunity to improve may support inference of pretext)
- Soledad v. United States Dep’t of Treasury, 304 F.3d 500 (5th Cir. 2002) (Rehabilitation Act requires discrimination occur “solely by reason of” disability)
