232 F. Supp. 3d 1117
D. Ariz.2017Background
- Valtierra worked for Medtronic as a Facilities Maintenance Technician (hired 2004) performing physically demanding tasks; he is morbidly obese and took FMLA leave Aug–Dec 2013 for weight-related knee/joint pain.
- After returning from FMLA leave, he remained in the same position, pay, and shift; Matrix processed his FMLA paperwork.
- On June 11, 2014, Valtierra logged 12 preventive maintenance (PM) tasks as completed in the company system just before vacation; supervisor Duke investigated and discovered the work had not been performed.
- Valtierra admitted signing off on the 12 PMs without doing the work; he was placed on administrative leave and discharged on July 2, 2014, for falsification of company records.
- Valtierra sued for (1) FMLA interference, (2) disability discrimination under the ADA (actual and regarded-as disability), and (3) ADA retaliation for requesting accommodations; Medtronic moved for summary judgment.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| ADA — actual disability (Count 2) | Morbid obesity is a disability (clinically diagnosed) that limits major life activities. | Obesity alone is a physical characteristic, not a "physiological" impairment under ADA regs; no evidence obesity resulted from a physiological disorder. | Court: Morbid obesity, standing alone, is not an ADA disability here; no evidence of underlying physiological disorder. |
| ADA — regarded-as disability (Count 2) | Medtronic perceived him as limited (difficulty walking, used motorized cart), so he is protected. | Employer did not regard him as having an ADA-defined physiological impairment. | Court: No evidence Medtronic regarded him as having an ADA "impairment;" regarded-as claim fails. |
| ADA — retaliation (Count 3) | Duke assigned tasks implicating stairs/ladders after accommodation requests; termination was retaliatory (temporal proximity ~6 months). | Termination resulted from admitted falsification/misconduct; not "but-for" retaliation. | Court: No genuine dispute — misconduct was the but-for cause of discharge; summary judgment for Medtronic. |
| FMLA — interference (Count 1) | Employer used prior FMLA leave and anticipated surgery as a basis to interfere/retaliate. | Valtierra took approved FMLA in 2013; he did not request additional FMLA before discharge; termination was for misconduct. | Court: No triable issue — no evidence FMLA leave was a negative factor in the 2014 discharge; summary judgment for Medtronic. |
Key Cases Cited
- Morriss v. BNSF Ry. Co., 817 F.3d 1104 (8th Cir. 2016) (weight is a physical characteristic that qualifies as an impairment only if caused by an underlying physiological disorder)
- EEOC v. Watkins Motor Lines, Inc., 463 F.3d 436 (6th Cir. 2006) (obesity must result from a physiological condition to be an ADA impairment)
- Francis v. City of Meriden, 129 F.3d 281 (2d Cir. 1997) (obesity, except in special cases, is not a physical impairment; limits on expanding regarded-as prong)
- Univ. of Tex. Southwestern Med. Ctr. v. Nassar, 133 S. Ct. 2517 (2013) (retaliation requires but-for causation)
- Bachelder v. Am. W. Airlines, Inc., 259 F.3d 1112 (9th Cir. 2001) (employers may not use FMLA leave as a negative factor in employment decisions)
- Xin Liu v. Amway Corp., 347 F.3d 1125 (9th Cir. 2003) (FMLA interference requires evidence employer considered FMLA in adverse action)
- Fleming v. IASIS Healthcare Corp., 151 F. Supp. 3d 1043 (D. Ariz. 2015) (employee who requested FMLA may still be discharged for independent misconduct)
- Celotex Corp. v. Catrett, 477 U.S. 317 (summary judgment standard and burden shifting)
- Anderson v. Liberty Lobby, 477 U.S. 242 (summary judgment—genuine dispute and materiality standards)
