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Luke Romero v. County of Santa Clara
666 F. App'x 609
| 9th Cir. | 2016
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Background

  • Dr. Luke Romero, a physician at Santa Clara Valley Medical Center (SCVMC), sued for disability discrimination, failure to accommodate, retaliation, and wrongful termination; district court granted summary judgment on some claims and a jury found for defendants on the remainder.
  • Romero repeatedly insisted his only requested accommodation was additional medical leave of unspecified duration; he resisted the hospital’s efforts to engage in the reasonable-accommodation process.
  • Romero had already received three leave extensions; treating/independent physicians expressed doubt that additional, indefinite leave would permit a return to work.
  • SCVMC terminated Romero after setting conditions in a September 18 letter; some complaints by Romero (to ACGME, DFEH) were anonymous or not known to SCVMC at relevant times.
  • The district court excluded testimony from three witnesses about their own retaliation/discrimination experiences under Rule 403; the jury verdict found peer reviews were not retaliatory.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether interactive-process/failure-to-accommodate claim survives summary judgment Romero argued SCVMC failed to engage in the interactive process and would not accommodate his disability beyond leave SCVMC argued Romero refused to participate and sought only indefinite leave, which is unreasonable Court: Affirmed summary judgment—Romero bore responsibility for breakdown; indefinite additional leave was not a reasonable accommodation
Whether Romero was a "qualified individual" under the ADA at discharge Romero argued he was qualified with accommodation (additional leave) SCVMC argued he could not perform essential job functions and indefinite leave did not render him qualified Court: Not qualified; cannot establish discrimination or failure-to-accommodate claims
Whether termination/peer-review actions were retaliatory (causation) Romero pointed to temporal proximity and complaints to ACGME and DFEH as causal SCVMC argued complaints were anonymous/not known and peer reviews were not final adverse actions Court: No causal link—anonymous/unknown complaints insufficient; jury’s finding that peer reviews were not retaliatory is preclusive; summary judgment on termination-based retaliation upheld
Whether district court abused discretion excluding other witnesses' testimony under Rule 403 Romero contended testimony about others’ experiences showed pattern/hostility SCVMC argued the testimony had limited probative value and risked unfair prejudice/confusion Court: No abuse—Rule 403 exclusion reasonable because testimony did not show hostility toward a clearly defined protected group

Key Cases Cited

  • Zivkovic v. S. Cal. Edison Co., 302 F.3d 1080 (9th Cir.) (employer/employee interactive-process allocation of responsibility)
  • Dark v. Curry County, 451 F.3d 1078 (9th Cir.) (indefinite recovery leave may be unreasonable accommodation)
  • Mayo v. PCC Structurals, Inc., 795 F.3d 941 (9th Cir.) (definition of qualified individual under ADA)
  • Bradley v. Harcourt, Brace & Co., 104 F.3d 267 (9th Cir.) (ADA prima facie framework)
  • Samper v. Providence St. Vincent Med. Ctr., 675 F.3d 1233 (9th Cir.) (failure-to-accommodate elements)
  • Raad v. Fairbanks N. Star Borough Sch. Dist., 323 F.3d 1185 (9th Cir.) (employer knowledge requirement for retaliation)
  • Pardi v. Kaiser Found. Hosps., 389 F.3d 840 (9th Cir.) (causation for retaliation)
  • Brooks v. City of San Mateo, 229 F.3d 917 (9th Cir.) (what constitutes adverse employment action)
  • Porter v. Cal. Dep’t of Corr., 419 F.3d 885 (9th Cir.) (ongoing pattern of retaliation analysis)
  • Westinghouse Elec. Corp. v. Gen. Circuit Breaker & Elec. Supply Inc., 106 F.3d 894 (9th Cir.) (preclusive effect of prior findings)
  • United States v. Torres, 794 F.3d 1053 (9th Cir.) (standard for reviewing district court evidentiary rulings)
  • United States v. Hinkson, 585 F.3d 1247 (9th Cir.) (appellate review of evidentiary rulings must be logical and supported)
  • Beachy v. Boise Cascade Corp., 191 F.3d 1010 (9th Cir.) (limit on using other-employee evidence absent defined protected group)
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Case Details

Case Name: Luke Romero v. County of Santa Clara
Court Name: Court of Appeals for the Ninth Circuit
Date Published: Nov 10, 2016
Citation: 666 F. App'x 609
Docket Number: 14-17280
Court Abbreviation: 9th Cir.