ORDER AND REASONS
Bеfore the Court is the Resources for Human Development, Inc.’s (“Defendant”) Motion for Summary Judgment (Rec. Doc. No. 19) and Second Motion for Summary Judgment (Rec. Doc. No. 34). Accordingly, and for the reasons articulated below, IT IS ORDERED that the Defendant’s Motions for Summary Judgment be DENIED.
PROCEDURAL HISTORY
Lisa Harrison (“Harrison”) was hired by Defendant at Family House of Louisiana (“Family House”), a long-term residential treatment facility for chemieally-dependant women and their children, on November 23, 1999. (Rec. Doc. No. 26 at 1). She was hired as a Prevention/Intervention Specialist and her job included overseeing a day care program for the children of mothers staying at Family House. Id. At the time she was hired, Harrison weighed more than 400 pounds. (Rec. Doc. No. 19-1 at 1).
On September 6, 2007, Harrison was terminated from her position at Family House. (Rec. Doc. No. 26 at 2). At the time of her termination, she weighed 527 pounds. 1 Id. On October 17, 2007, Harrison filed a charge of discrimination with the Equal Employment Opportunity Commission (“EEOC”), alleging that she had been terminated because Defendant regarded her as disabled due to her obesity. (Rec. Doc. No. 19-1 at 2). 2
The instant suit was filed by the EEOC on behalf of Harrison’s estate on September 30, 2010. (Rec. Doc. No. 1). Specifically, the EEOC alleged that Harrison had severe obesity, which is a physical impairment under the Americans with Disabilities Act (“ADA”) and that Defendant regarded her as disabled because of it. Id. at 4. Therefore, the EEOC claims that Harrison’s termination was a violation of Title I of the ADA. Id. at 5.
Defendant filed its Motion for Summary Judgment on August 16, 2011. Defendant filed its Second Motion for Summary Judgment on November 7, 2011.
LAW AND ANALYSIS
A. Standards of Review
1. Summary Judgment
A party may move for summary judgment under Fedеral Rule of Civil Procedure Rule 56 at any time until thirty days after the close of all discovery. Fed. R.Civ.P. 56(b). It shall be granted by the court “if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.”
Id.
56(a). The party asserting that a fact cannot be genuinely disputed must support this by either citing to materials available in the record or showing that the materials do not establish the absence or presence of a genuine dispute.
Id.
56(c). Summary judgment is appropriate “if the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits” affirmativеly show that there is no material issue of fact.
Id.; Celotex Corp. v. Catrett,
2. Americans with Disabilities Act
In order to prevail on an ADA claim, the EEOC must demonstrate that: (1) there is a disability within the meaning of the ADA, (2) the complaining party is a “qualified individual with a disability”, and (3) the complaining party suffered an adverse employment decision bеcause of the disability.
Hamilton v. Sw. Bell Tel. Co.,
Under the ADA, a disability is: “(A) a physical or mental impairment that substantially limits one or more major life activities of such individual;
3
(B) a record
For employment discrimination claims, a qualified individual under the ADA is one who “with or without reasonable accommodation, can perform the essential functions” of the job in question. 42 U.S.C. § 12111(8) (2006). Consideration should be given to what the employer considers the essential functions of the job. Id. Reasonable accommodations may include:
(A) [Mjaking existing facilities used by employees readily accessible to and usable by individuals with disabilities; and (B) job restructuring, part-time or modified work schedules, reassignment to a vacant position, аcquisition or modification of equipment or devices, appropriate adjustment or modification of examinations, training materials or policies, the provision of qualified readers or interpreters, and other similar accommodations for individuals with disabilities.
Id. § 12111(9).
There is no federal law that prohibits obesity discrimination, so plaintiffs have brought claims under the ADA with varying degrees of success. Courts have disagreed on issues like whether or not an individual needs to prove an underlying physiological disorder or whether an individual’s obesity causes the requisite substantial limitation of a major life activity.
See, e.g., EEOC v. Watkins,
The United States Court of Appeals for the First Circuit found that a morbidly obese plaintiff can be considered disabled, and thus, entitled to protection from discrimination.
Cook,
The United States Court of Appeals for the Second Circuit refused to uphold an ADA claim for morbid obesity and found that “obesity, except in special cases where obesity relates to a physiological disorder, is not an impairment.”
Francis v. City of Meriden,
The United States Court of Appeals for the Sixth Circuit interpreted the ADA requirement that 'an impairment is “any physiological condition” to require evidence of a physiological cause of morbid obesity for an impairment to exist under the ADA.
E.E.O.C. v. Watkins,
3. Judicial Estoppel
Judicial estoppel is a “common law doctrine by which a party who has assumed one position in his pleadings may be estopped from assuming an inconsistent position.”
Brandon v. Interfirst Corp.,
The Fifth Circuit has recognized three requirements for when the doctrine of judicial estoppel can be applied: “(1) the party is judicially estopped only if its position is clearly inconsistent with the previous one; (2) the court must have accepted the previous position; and (3) the nondisclosure must not have been inadvertent.”
In re Superior Crewboats, Inc.,
The Supreme Court unanimously ruled that the ADA and the Social Security Disability Insurance (SSDI) programs contained enough differences such that the doctrine of judicial estoppel could be inapplicable against an ADA claimant who had previously filed for SSDI benefits.
Cleveland v. Policy Management Systems Corp.,
B. The Americans with Disabilities Act is applicable in the instant case
1. Severe obesity is a disability under the ADA and does not require proof of a physiological basis for it
In order to prove that Harrison was disabled, the EEOC must show that she either had a disability or was regarded as having an impairment as defined by the ADA and its implementing regulations. See 29 C.F.R. § 1630.2(l); EEOC Compliance Manual, Section 902. These regulations define a physical impairment as:
[A]ny physiological disorder, or condition, cosmetic disfigurement, or anatomical loss affecting one or more of the following body systems: neurological, musculoskeletal, special sense organs, respiratory (including speech organs), cardiovascular, reproductive, digestive, genito-urinary, hemic and lymphatic, skin and endocrine.
29 C.F.R. § 1630.2(h). Since the ADA did not specifically address obesity, it was left to the EEOC to provide guidance for employers’ interpretation of the statute.
Defendant argues that the EEOC’s regulations excluded obesity from qualifying as a disability. (Rec. Doc. No. 19-2). The definition of impairment does not include physical characteristics, including eye col-
[B]eing overweight, in and of itself, is not gеnerally an impairment ... On the other hand, severe obesity, which has been defined as body weight more than 100% over the norm, is clearly an impairment. In addition, a person with obesity may have an underlying or resultant physiological disorder, such as hypertension or a thyroid disorder. A physiological disorder is an impairment. 6
A careful reading of the EEOC guidelines and the ADA reveals that the requirement for a physiological cause is only required when a charging party’s weight is within the normal range. 29 C.F.R. § 1630.2(h). However, if a charging party’s weight is outside the normal range— that is, if the charging party is severely obese — there is no explicit requirement that obesity be based on a physiological impairment.
At all relevant points, Harrison was severely obese; when she was hired, she weighed in excess of 400 pounds, and when she was terminated, she weighed in excess of 500 pounds. 7 (Rec. Doc. No. 26 at 2-3). Additionally, there is evidence that she had multiple resultant disorders from her obesity, including diabetes, congestive heart failure, and hypertension. (Rec. Doc. No. 26-7). Diabetes is covered by the ADA because it “substantially limits the endocrine system.” 29 C.F.R. § 1630.2.
Further, neither the EEOC nor the Fifth Circuit have ever required a disabled party to prove the underlying basis of their impairment. The EEOC Compliance Manual specifically provides that “[t]he cause of a condition has no effect on whether that condition is an impairment.” 8 Voluntariness is also irrelevant when determining if a condition is or is not an impairment. 9 Plaintiff notes that “[t]o require establishment of the underlying cause of the impairment in a morbid obesity [case], but not in any other disability cases, would epitomize the very prejudices and stereotypes which the ADA was passed to address.” (Rec. Doc. No. 26 at 15(citing 42 U.S.C. § 12101)).
In
E.E.O.C. v. Texas Bus Lines,
the EEOC proved that an employer regarded
Therefore, according the EEOC Guidelines to the ADA the appropriate deference, the Court should recognize that severe obesity qualifies as a disability under the ADA and that there is no requirement to prove an underlying physiological basis.
2. Harrison was a qualified individual with a disability
Under the ADA, one is disabled if he is actually disabled, if he has a past record of a disability, or if he is regarded as disabled by an employer. 42 U.S.C. § 12102(A)-(C) (2006). The ADA defines a qualified individual with a disability as a person who “can perfоrm the essential functions” of his job, including those who “can only do so with reasonable accommodation.” 42 U.S.C. § 12111(8). The burden of proving that one is a qualified individual with a disability is with the plaintiff.
Cleveland v. Policy Mgmt. Sys. Corp.,
In the instant case, Harrison claimed that she was “regarded as” disabled by her employer. (Rec. Doc. No. 19-1 at 2). 10 In their complaint, the EEOC alleged that Harrison was disabled — in that her obesity caused her a substantial limitation in a major life activity — and that she was regarded as disabled by Defendant. Someone who is “regarded as” disabled is an “individual who has been subjected to an action prohibited by the ADA as amended because of an actual or perсeived impairment that is not both ‘transitory and minor.’ ” 29 C.F.R. § 1630.2(g)(l)(iii).
One of Defendant’s key arguments is that Harrison never claimed to have a disability on her EEOC intake form. (Rec. Doc. No. 19-2 at 2 (citing Rec. Doc. No. 19-6 at 3)). Specifically, Harrison claimed that she had “no disability but the organization treats me as if I am disabled.” (Rec. Doc. No. 19-6 at 3). However, the ADA allows for a disability to be found on three different grounds: an actual disability, a record of a physical or mental impairment, or being regarded as having such an impairment. See 42 U.S.C. § 12102(1). Defendant asserts that because the complaint claimed that “Harrison was regarded as disabled,” that precludes a finding that she was actually disabled. (Rec. Doc. No. 19-2 at 2). However, this is an incorrect conclusion.
When an individual is alleging that a covered entity failed to make reasonable accommodations in the workplace, as Harrison did in her claim against Defendant, it is generally considered unnecessary to allege either actual disability or a record of a disability.
See
29 C.F.R. 1630.2(g)(3) (2011). This is because the evaluation of a reasonable accommodation can be made without requiring a showing that the charging party has “an impairment that substantially limits a major life activity or a record of such an impairment.”
Id.
However, proceeding with both a regarded
Either way, Harrison is a qualified individual under the auspices of the ADA. At all relevant times, she was severely obese, which is an impairment under the ADA. (Rec. Doc. 26 at 2-3). Additionally, she was actually disabled as a result of her severe obesity because of the resulting diabetes and heart problems. (Rec. Dоc. No. 26-7). Michele Vick, Harrison’s supervisor at Family House, noted that her “weight was clearly having an adverse impact on her ability to do her job.” (Rec. Doc. No. 19-7 at 5). In her EEOC Intake Questionnaire, Harrison specifically stated that “Michele Vick terminated me for the reason of weight. She stated our funders Jefferson Parish said I had limited mobility.” (Rec. Doc. No. 19-6 at 3).
Plaintiff bears the burden of showing whether or not Harrison was qualified, that is, that she could perform her job with reasonable accommodation. Given that she was over 400 pounds when she was fired and only began to have disabilities when Family House moved to a new location, it is not unreasonable to assume that she could have continued to perform her job with reasonable accommodation. (Rec. Doc. No. 26 at 4).
Defendant claims that, given the statements made to the EEOC that she was able to do her job and the statements made to the Social Security Administration (SSA) at the same time claiming that she was “totally disabled,” Harrison cannot be found as a qualified individual with a disability. (Rec. Doc. No. 34-3 at 3-4). However, there has been no presentation of the essential functions of Harrison’s job to the court. The employer has the burden of defining the essential functions of a particular positiоn.
See, e.g., Dropinski v. Douglas County,
Harrison passes this threshold because she was actually disabled because of her resultant diabetes and there is sufficient evidence that supports the notion that Family House and Defendant regarded her as disabled based upon her supervisor’s comments. Defendant correctly noted that “the EEOC must raise a genuine dispute with respect to whether [Defendant] perceived Lisa Harrison as having a physical or mental impairment within the meaning of the ADA.” (Rec. Doc. 19-2 at 21). Since a genuine dispute has been raised, summary judgment is inappropriate on this question at this juncture.
3. Harrison suffered an adverse employment decision due to her disability
Liability under the regarded as prong is only established “when an individual proves that a covered entity discriminated on the basis of disability within the meaning of section 102 of the ADA.” 29 C.F.R. § 1630.2(Z)(3) (2011). Discrimination includes a failure to make reasonable accommodations for a disabled employee, which is at issue in the present case. See 42 U.S.C. § 12112 (2009); Rec. Doc. No. 1.
Harrison specifically alleges that she was fired because Family House regarded
4. Harrison exhausted all of her administrative claims
It is well-settled that a plaintiff must exhaust all administrative remedies before an action can be brought under the ADA.
See, e.g., Dao v. Auchan Hypermarket,
Defendant claims that the instant suit is flawed because “plaintiff wholly failed to exhaust administrative remedies” on Harrison’s EEOC claim. (Rec. Doc. No. 19-2 at 4). This turns on the fact that the EEOC is bringing a claim that Harrison was “actually disabled” even though Harrison “failed to bring any charge relating to [that] claim.” Id. Specifically, Dеfendant claims that the scope of the investigation did not extend to an actually disabled claim, that Defendant did not address this claim in its Position statement, and that the EEOC did not follow up on a claim of actual disability in its subsequent investigation. Id. at 6.
The scope of a lawsuit on an ADA claim is limited to the scope of the prior EEOC investigation and what can reasonably be expected to develop from an EEOC Claim.
Randel v. U.S. Dep’t of the Navy,
Defendant argues that a claim based on actual disability cannot grow out of Harrison’s original charge of a regarded as disability and so the EEOC cannot bring a claim of actual disability in the instant suit. (Rec. Doc. No. 19-2 at 7). However, the EEOC presents numerous cases that have held because “discrimination claims encompass both [actual and regarded-as] cases, it is reasonable to conclude that an EEOC charge alleging disability discrimination can be expected to encompass the various statutory means by which a plaintiff might establish such a case.”
Dyer v. Wiregrass Hospice, L.L.C.,
Given that Harrison alleged that she was regarded as disabled in her EEOC intake form and that an allegation of actual disability is not outside the scope of the resulting EEOC investigation, the administrative remedies in the instant case were properly exhausted.
C. Judicial estoppel is inapplicable in the instant case
The Supreme Court unanimously ruled that the ADA and the Social Security Disability Insurance (SSDI) programs contained enough differences to make the doctrine of judicial estoppel inapplicable against an ADA claimant who had previously filed for SSDI benefits.
Cleveland v. Policy Management Systems Corp.,
The Fifth Circuit has applied
Cleveland
to ADA disability claims in two situations.
See Giles v. Gen. Elec. Co.,
Defendant argues that the facts in this case are analogous to those in
McClaren v. Morrison Management Specialists, Inc.,
In
McClaren,
the Fifth Circuit observed that the “compelling distinction underlying the different outcomes ... is the type of averments made by the рlaintiffs to the SSA.”
Following Supreme Court and Fifth Circuit precedent, this Court must consider the substance of the statements made by Harrison in her EEOC claim and in her SSDI application. On her EEOC intake form, Harrison specifically claimed that she had “no disability but the organization treats me as if I am disabled.” (Rec. Doc. No. 19-6 at 3). However, in an application to the SSA for SSDI benefits made four days before the EEOC claim, Harrison affirmatively stated that “I am disabled” and “I became unable to work because of my disabling condition on September 6, 2007,” which was the day of her termination. (Rec. Doc. No. 34-6 at SSA 182, 188). Specifically, she claimed that her inability “began to interfere with her ability to work in 2002.” 13 (Rec. Doc. No. 34-3 at 4). However, she was able to work from 2002 to 2007 without complaint from her employer and her weight was consistently at the same level. Under Cleveland, the Plaintiff should be given an opportunity to explain the contradictory positions.
Further, the EEOC notes that they cannot be judicially estopped from pursuing this particular claim because the “pursuit of victim-specific relief is not derivative of any cause of action of Ms. Harrison, who is not a party to this lawsuit.” (Rec. Doc. No. 35 at 2). Since judicial estoppel only applies to a party deliberately changing their earlier positions, it is inapplicable against the EEOC in the instant case. (Rec. Doc. No. 35 at 10). Since the EEOC
The EEOC cannot be judicially estopped by Harrison’s statements. Moreover, it should be given the opportunity to clarify the contradictory statements, and as such, summary judgment is inappropriate on this issue.
D. There is a genuine issue of fact that should be presented before a jury
The overall issue in the instant case is why Harrison was terminated from Family House: was it because she was regarded as disabled? Or was it because her obesity severely impaired her job performance? Defendant argues that her weight limited her job performance and that was the reason for her termination. (Rec. Doc. No. 19-7 at 5). Conversely, Plaintiff asserts she was discriminated against due to a perceived disability and that Family House failed to make “reasonable accommodations,” as required by the ADA. Id. Since there is a genuine issue of material fact, summary judgment is inappropriate at this juncture.
Given that Defendant’s motions were premature, that this case falls within the auspices of the ADA, that judicial estoppel is inapplicable, and that there is a genuine issue of material fact, IT IS ORDERED that Defendant’s Motion for Summary Judgment and it’s Second Motion for Summary Judgment are DENIED.
Notes
. Harrison's medical records indicate that she weighed over 500 pounds for multiple years that she worked for Defendant. (Rec. Doc. No. 2 at 2 n. 3). Specifically, in June 2006, she weighed 527 pounds. Id. This was just three months after receiving a performance evaluation where she was rated as "excellent” by Michele Vick in seven out of twelve areas, including "Quality of Work.” Id. at 2. Additionally, on September 14, 2007, her medical records indicate that she weighed 527 pounds. (Rec. Doc. No. 26-4 at 2.)
. Specifically, Harrison denied having an actual disability and stated that she was "discriminated against in violation of the Americans with Disabilities Act (ADA), in that [she] was regarded as having a disability.” (Rec. Doc. No. 19-1 at 2, citing Rec. Doc. No. 19-2).
. Under the ADA, major life activities include “caring for oneself, performing manual tasks, sеeing, hearing, eating, sleeping, walking, standing, lifting, bending, speaking, breathing, learning, reading, concentrating, thinking, communicating, and working.” 42 U.S.C. § 12102(2)(A) (2006). Additionally, it also includes the operation of major body functions of the “immune system, normal cell growth, digestive, bowel, bladder, neurological, brain, respiratory, circulatory, endocrine, and reproductive functions.” Id. § 12102(2)(B). Neither of these lists are exclusive.
. Specifically, the City of Meriden's guidelines mandated that a firefighter’s acceptable maximum weight was 188 pounds.
Francis v. City of Meriden,
. The ADA's implementing regulations are entitled to deference under
Chevron, U.S.A. v. Natural Res. Def. Council, Inc.,
. EEOC Compliance Guidelines § 902.2(c)(5), available at http://wwww.eeoc.gov/policy/ docs/902cm.html.
. Harrison was five feet, two inches tall. (Rec. Doc. No. 26 at 2). The average weight for someone of that height is between 102 and 130 pounds.
. EEOC Compliance Guidelines § 902.2(e), available at http://wwww.eeoc.gov/policy/ docs/902cm.html.
. EEOC Compliance Guidеlines § 902.2(e), available at http://wwww.eeoc.gov/policy/ docs/902cm.html. In
Andrews v. Ohio,
the Sixth Circuit noted that the "act indisputably applies to numerous conditions that may be caused or exacerbated by voluntary conduct, such as alcoholism, AIDS, diabetes, cancer resulting from cigarette smoking, heart disease resulting from excess of various types, and the like.”
. In her EEOC Charge, Harrison specifically stated that she:
[W]as discriminated against in violation of the Americans with Disabilities Act, in that I was regarded as having a disability. I worked for this company for eight years and at no time during my employment has my weight caused me difficulty nor stopped me from performing my job. I have never had a write-up or supervision concerning this matter.
(Rec. Doc. No. 19-3).
. The Social Security Act defines disability differently from the ADA; under this Act, an individual is disabled if there is "an inability to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than 12 months.” 42 U.S.C. § 423(d)(1) (2006). For the purposes of the Act, a physical impairment is one that results from "anatomical, physiоlogical, or psychological abnormalities which are demonstrable by medically acceptable clinical and laboratory diagnostic techniques.” Id. § 423(d)(2)(C)(3).
. The Fifth Circuit was troubled by the fact that McClaren made "signed representations to the SSA that as of June 6, 2000, he was totally disabled, unable to work, and that his disability was characterized by multiple broad systems of impairment.”
McClaren,
. At a physical examination November 3, 2007, the doctor concluded that he believed Harrison was "unable to walk, and/or stand for a full workday, life/carry objects without limitations.” (Rec. Doc. No. 34-6 at SSA 87).
