Memorandum Opinion & Order
I.Introduction
Joseph Howard (“Howard”) filed suit against his former employer, STERIS Corporation (“STERIS”), claiming disability and age discrimination. Now the case comes before the Court on two motions filed by STERIS. The first is a garden variety motion for summary judgment that contests the sufficiency of the evidence produced by Howard. (ECF No. 26.) The second asks for summary judgment on collateral estoppel grounds. (ECF No. 28.) For the reasons discussed below, the former is due to be GRANTED and the latter DENIED.
II.Jurisdiction & Venue
The Court has jurisdiction over Howard’s claims under 28 U.S.C. § 1331 (federal question) and § 1343 (civil rights). The parties do not claim that the Court lacks personal jurisdiction over them, nor do they dispute that venue is proper under 28 U.S.C. § 1391(b). The Court finds adequate allegations supporting both contentions.
III.Summary Judgment Standard
A motion for summary judgment looks to “pierce the pleadings and to assess the proof in order to see whether there is a genuine need for trial.” Matsushita Elec. Indus. Co. v. Zenith Radio Corp.,
If the moving party meets its burden, the non-movant must then designate, by affidavits, depositions, admissions, and answers to interrogatories, specific facts showing the existence of a genuine issue for trial. Jeffery v. Sarasota White Sox, Inc.,
A court ruling on a motion for summary judgment must believe the non-movant’s evidence. Anderson,
IV. Factual & Procedural Background
A. Background — STERIS Corporation and Joseph Howard
STERIS Corporation makes surgical tables, cabinets, and lights at its facility in Montgomery, Alabama. (Thomas Aff. ¶ 4, ECF No. 27-1.) Malcolm McBride (“McBridge”) — known as “Mac” to STERIS’s employees — served as the Montgomery facility’s Director of Operations. (McBride Dep. 19-21, ECF Nos. 27-2 to - 3.) In this position, he was the final decisionmaker on all matters related to employee discipline. (Id. at 20-21.) Ken Thomas (“Thomas”) worked at the Montgomery facility, too, and was the Senior Human Resources Manager there. (Thomas Aff. ¶ 2.)
Joseph Howard began working for STERIS as a grinder in 1985. (Howard Dep. 53, ECF Nos. 27-15 to -20.) Four year later, he moved to assembler, a position in the Case Work Department. (Id. at 57.) There he built the upper and lower heating units on medical warming cabinets, which hospitals use to store warm towels and blankets. (Id. at 63-65.)
From 2003 to 2009, Howard reported to supervisor Jimmy Williams (‘Williams”). (Id. at 58-60.) The two got along fine during that time. (Id. at 60.) His coworkers in the Case Work Department were Randy Bush, Mike Rucker, and Tommy Skipper. (Id. at 59.) The men typically built the warming cabinets on a small assembly line called a “cell.” (Id. at 64.) The cell had four different work stations, each used for assembling a different part of the cabinets. (Id. at 65-67.)
B. STERIS’s rules, regulations, and policies
STERIS distributed the company’s Montgomery Employee Handbook to all of its employees at the Montgomery facility. The manual contained a comprehensive set of policies related to discrimination in the work place. It touched on discrimination based on race, color, religion, ancestry, age, sex, national origin, disability, and any other characteristic protected by law:
It is the policy of STERIS Corporation to provide a workplace free from illegal discrimination. All employment decisions at STERIS will be based on merit, qualifications, and abilities without regard to race, color, religion, ancestry, age, sex, national origin or disability. Discrimination against any individual on these bases or any other characteristic protected by law is prohibited and will not be tolerated. This affects decisions including but not limited to recruitment and selection, placement, training, compensation, benefits, promotions, transfers, terminations from employment, and other aspects of employment.
STERIS Corporation will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.
(Thomas Aff. ¶5, Ex. A.) STERIS even had a separate policy discussing its commitment to compliance with the Americans with Disabilities Act:
It is the policy and practice of STERIS Corporation to comply fully with the Americans with Disabilities Act (ADA) and ensure equal opportunity in employment for all qualified persons with disabilities. STERIS is committed to ensuring nondiscrimination in all terms, conditions, and privileges of employment. Employment practices and activities will be conducted in a nondiscriminatory manner.
STERIS is committed to taking actions necessary to ensure equal employment opportunity for persons with disabilities in accordance with the ADA and other applicable federal, state, and local laws.
(Id. at ¶ 6, Ex. B.)
The Montgomery Employee Handbook also listed work rules, discussed appropriate workplace conduct, and addressed discipline for violations. To this end, it listed examples of employee misconduct that might result in immediate termination, specifically including “sleeping on the job” in that section. (Id. at ¶ 7, Ex. C.) Yet STERIS declined to write rigid rules or use a zero tolerance approach to violations, opting instead to reserve the right to make decisions “in a manner other than provided in this section.” (Thomas Dep. Ex. 16; McBride Dep. 53-54.)
This gave McBride, the final decision-maker on disciplinary matters, some flexibility to weigh the specific circumstances and create precedent for discipline. (McBride Dep. 54.) One rule that emerged was that anyone caught sleeping on the job would be fired- after the first offense — but only if two supervisors independently confirmed the violation. (Thomas Aff. ¶ 8; Thomas Dep. 59-60, 74, ECF Nos. 27-4 to-14.) STERIS followed this policy consistently. (Thomas Aff. ¶ 9; McBride Dep. 41, 47-48.) For example, in 2002, STERIS fired Gary Teel, Danny Bryant, and Harold Jones for sleeping in the job. (Thomas Aff. ¶ 9; Thomas Dep. 72-74.) When STERIS fired them, the men were 39, 48, and 49 years old, respectively; none of them had a known disability. (Thomas Aff. ¶ 9.)
C. Howard’s medical history
Howard had issues with daytime sleepiness and difficulty sleeping at night ever since he attended high school. (Howard Dep. 101-04.) He first sought treatment for these problems in 1973 when he visited his physician, Dr. James Capel. (Id. at 101.) Dr. Capel told Howard that he might have narcolepsy and gave him some caffeine pills to combat his drowsiness. (Id. at 102, 105-06.) He also told Howard that he had “vampire tendencies” because he could stay up all night and sleep all day. (Id. at 102.) Dr. Capel never created a record documenting either finding. (Id. at 106.)
Howard did not seek treatment again for his sleeping issues until February of 2009 — more than 30 years after seeing Dr. Capel. (Id. at 109-10.) Howard’s condition had worsened since his initial visit: he “could not sleep at night, could not stay alert,” and “would drift during [] idle time” at work. (Id. at 110.) By midyear, Howard was only getting four to five hours of sleep a night (id. at 172), and he experienced dizziness, headaches, and had difficulty concentrating during the day (id. at 141).
Because his condition had worsened, Howard went to see his primary physician, Dr. Carpenter, to ask for a sleep study. (Id. at 110.) After examining Howard, Dr. Carpenter diagnosed him with Graves’ Disease, a condition caused by an overactive thyroid. (Id. at 143^45.) The examination revealed that Howard had heart problems too. (Id.) Because he thought that starting treatment for Howard’s thyroid and heart conditions was more important than the sleep study, Dr. Carpenter did not treat Howard for his daytime sleepiness. (Id. at 110,146.)
In May of 2009, Dr. Carpenter referred Howard to Dr. Casals, an endocrinologist, to treat his Graves’ Disease. (Id. at 15, 37, 145 — 4=6.) Dr. Casals in turn prescribed Tapazole to Howard to regulate his overactive thyroid. (Id. at 145-46.) She did not, however, place Howard on work restric
D. Howard’s condition at work
Howard never told any of his supervisors that he thought he had narcolepsy. (Howard Dep. 129-30.) He declined to do so because he found his condition embarrassing. (Id. at 131-32.) He did, however, fall asleep quite often at plant-wide meetings attended by his supervisors. (Id. at 130-31.) In fact, some of his former coworkers recall Howard dozing off at almost every meeting. (Duncan Decl. ¶ 5, ECF No. 33-37; O. Thomas Deck ¶ 5, ECF No. 33-38; Holston Deck ¶ 2, ECF No. 33-40.) One of those coworkers, Otto Thomas, even said that if they “had meetings of only 15 to 20 minutes, nine times out of ten, Joe [Howard] was going to nod off.” (O. Thomas Deck ¶¶ 5, 8.)
There were plenty of instances where Howard fell asleep during plant-wide meetings. For example, in late 2004 or early 2005, STERIS held a cost reduction meeting with high-ranking, out-of-state corporate officials. Howard fell asleep during that meeting, irritating plant manager McBride so much so that he made fun of Howard publicly. (Howard Deck ¶ 13; Holston Deck ¶ 7; O. Thomas Deck ¶ 9.) And in 2007 or 2008, the HR director, Ken Thomas, conducted a benefits and insurance meeting in which a sleeping Howard nearly fell out of his chair. (Howard Dep. 130-31; O. Thomas Deck ¶ 9.) On yet another occasion — this time in 2008 — Howard drifted off while sitting right next to his direct supervisor, Jimmy Williams. (Howard Deck ¶ 21, ECF No. 34-1.)
Howard also made statements in front of coworkers and Williams about his sleepiness. For instance, after a coworker asked him about falling asleep at work, he once said, “what I do, I can’t help it.” (Howard Dep. 129.) And when he would explain to others that he had issues with drowsiness, he would say, “Hey, I’ve got a problem, y’all will just have to excuse me, I can’t help what I do.” (Id. at 130.) But these statements were “the extent of the discussion” about his sleepiness problem. (Id. at 131.) He never specifically asked for an accommodation for his narcolepsy or for his Graves’ Disease. (Id. at 134-35.) He failed to do so because he could do his job just fine, even with his medical conditions. (Id. at 132.) He also thought that STERIS had already accommodated him by allowing his coworkers to spray him with water or scare him when they noticed him sleeping on the job. (Id. at 116, 128-29,134.)
E. STERIS’s 2009 reduction in force program
In June of 2009,
F. Howard is caught sleeping on the job, suspended, and fired
Supervisor Randy Bridges (“Bridges”) caught Howard sleeping at his workstation on June 11, 2009. He responded by contacting Jimmy Williams and reporting what he had seen. (Williams Dep. 46.) Williams then walked toward Howard’s workstation and saw Howard slumped over, apparently asleep in his chair. (Id. at 47.) Williams grabbed Howard’s shoulder to wake him up, and when Howard awoke, Williams asked him if he was “all right.” (Id. at 48-49.) Howard responded by telling Williams that he was taking a thyroid medication that made him “feel bad” right after taking it. (Howard Dep. 175; Williams Dep. 48.) Williams then looked at Howard’s workstation at this point and spied a bag of medicine from CVS sitting there. (Williams Dep. 43.)
After Bridges and Williams saw Howard sleeping, Bridges fired off an email to his manager, Danny Shipp (“Shipp”). (Thomas Dep. 49, Ex. 4.) Shipp forwarded the email to Thomas to let him know what had happened. (Thomas Dep. 49, Ex. 6.) A bit later, Thomas met with Bridges and Williams to confirm that they had observed Howard sleeping on the job. (Thomas Dep. 52.)
Howard met with Williams and Thomas that afternoon. (Williams Dep. 61.) The meeting began with Williams describing how he saw Howard sleeping. (Id. at 66.) And Thomas proceeded to tell Howard that he had decided to suspend him “in keeping with company policy.” (Howard Dep. 185.) Howard showed Thomas his medication for his Graves’ Disease, but to no avail — Thomas still asked Howard for his badge and told Williams to escort him to his car. (Id. at 185,192.)
Before leaving, Howard asked Thomas if he could take voluntary early retirement if the investigation into his misconduct didn’t go his way.
After Thomas suspended Howard, he met with Williams, Bridges, Shipp, and McBride that same day. During the meeting, McBride asked Thomas to take a look at the circumstances surrounding the firing of other employees who had fallen asleep on the job; he also told Thomas to
The same group met again the next day. (McBride Dep. 70-72.) Based on Howard’s misconduct and the company’s past practice of firing other employees found sleeping at their workstations, McBride decided to fire Howard. (Id.) When he made the decision, he did not know that Howard suffered from narcolepsy. (Id. at 59-63.) But he did know that Howard was taking some sort of medication around the time he was found sleeping at his workstation. (Id. at 65.)
Right after the meeting, Thomas and Williams called Howard to fire him for sleeping on the job. (Thomas Dep. 100-01, 107, Ex. 9.) During the call, Williams read a termination letter to Howard. (Thomas Dep. 101.) Then Thomas gave Howard some phone numbers for local businesses in need of employees and told Howard that he would personally give him a good recommendation. (Id. at 102-03.) Thomas also told Howard that he should look into applying for unemployment benefits and informed him that he had the right to appeal the firing decision. (Id. at 104-OS.) Howard never mentioned his narcolepsy, Graves’ Disease, or his medications during the call, although sometime before the discussion, he faxed Thomas some documents showing that he was taking medication for Graves’ Disease. (Howard Dep. 201.) Thomas never received those documents, however. (Thomas Dep. 96.)
G. After Howard’s firing
Two weeks after STERIS fired Howard, he requested a meeting with McBride to appeal the decision. (Howard Dep. 216-19.) McBride scheduled the meeting for 2:00 p.m. the following Thursday. (Id. at 219.) Howard decided not to show up, however, because he didn’t think McBride would change his mind. (Id. at 219, 226.) He never tried to reschedule the meeting, presumably for the same reason. (Id. at 226.)
On June 23, 2009, Howard went to see Dr. David Franco for his daytime sleepiness. (Franco Dep. 10, EOF Nos. 27-22 to -23.) Dr. Franco decided to evaluate Howard’s sleep with polysomnography testing, which Howard underwent on September 23 and 29, 2009. (Id. at 23-24,100, Ex. 1.) After getting back the test results, Dr. Franco diagnosed Howard with moderate sleep apnea. (Id. at 23.) He did not diagnose Howard with narcolepsy. (Id. at 13; Howard Dep. 148.)
Meanwhile, Howard had filed for unemployment compensation benefits with the Alabama Department of Industrial Relations (ADIR). (Howard Dep. 234.) The ADIR initially granted Howard’s benefit request, and STERIS appealed. (Id. at 234, 236, Ex. 4.) The agency held a hearing before an Administrative Hearing Officer, which included live testimony from both Howard and Thomas. (Id. at 235-36.) After the hearing, the Hearing Officer prepared a written determination, finding that Howard had “not informed [STERIS] of his condition prior to being discovered sleeping on June 11, 2009.” (Id. at Ex. 4.) The officer concluded that an employer “has the right to expect an employee not to sleep on the job,” and that STERIS fired Howard based on his misconduct. (Id.) In keeping with this finding, the ADIR denied Howard’s claim for unemployment benefits. (Id.)
On November 1, 2010, Howard filed suit in federal court, alleging four different violations of federal employment law. First, he claimed that STERIS violated the Americans with Disabilities Act (ADA) by firing him because of his disability and by refusing to grant to him reasonable accommodations. Second, he
V. Discussion
STERIS asks for summary judgment on all of Howard’s claims. The company argues that Howard’s unemployment compensation hearing, which resulted in the Alabama Department of Industrial Relations denying his claim because he violated a work rule, bars relitigation of his ADA and ADEA claims. The Court will address this argument first because it could potentially extinguish Howard’s entire lawsuit. But since the argument fails, the Court will go on to discuss the various theories under which Howard tries to recover under the ADA, the ADEA, and state law.
A. Collateral estoppel
STERIS argues that the Court should grant summary judgment based on collateral estoppel (also known as issue preclusion). The company contends the ADIR already decided the dispositive issues in this case when it found, first, that Howard did not tell STERIS about his alleged disability, and second, when it concluded that he was fired for sleeping on the job. STERIS argues that he therefore cannot relitigate these issues now. Howard responds by noting how he declined to appeal the ADIR’s decision and argues that federal courts cannot give preclusive effect to unreviewed agency determinations-at least not when it comes to ADA and ADEA claims.
Howard has the better of the argument here. As a general rule, the Full Faith and Credit Act, 28 U.S.C. § 1738, requires federal courts to give state court judgments preclusive effect so long as the State’s courts would do so too. Maniccia v. Brown,
Still, federal courts sometimes give unreviewed agency decisions preclusive effect under the federal common law rules of preclusion. The common law rules do not apply, though, if Congress decides to override them by statute. See Jones v. Hamic,
Relying on Elliott, the Supreme Court later found that unreviewed administrative decisions have no preclusive effect over age discrimination claims. Astoria Federal Savings & Loan v. Solimino, 501
The effect of the ADIR’s unreviewed findings on Howard’s ADA claims is a closer question. On the one hand, the ADA uses the same enforcement procedures as Title VII, so Elliott’s reasoning seemingly applies to ADA claims. Every federal circuit court of appeals that has addressed the issue has taken this position. See, e.g., Pernice v. City of Chicago,
B. Howard’s Americans with Disabilities Act claims
The Americans with Disabilities Act (ADA) prohibits discrimination based on disability. More specifically, the ADA bars covered employers from discriminating against “a qualified individual on the basis of disability” in the “terms, conditions, [or] privileges of employment.” 42 U.S.C. § 12112(a) (2000) (amended 2008). The statute further “imposes upon employers the duty to provide reasonable accommodations for known disabilities unless doing so would result in undue hardship to the employer.” Morisky v. Broward Cnty.,
1. Howard’s disparate treatment claim
Howard bears the burden of establishing a prima facie case of disability discrimination. Holbrook v. City of Alpharetta,
To establish a prima facie case, Howard must prove that “(1) he has a disability; (2) he is a qualified individual; and (3) he was subjected to unlawful discrimination because of his disability.” Davis v. Fla. Power & Light Co.,
As mentioned, a person has a disability if he has a physical impairment that substantially limits one or more major life activities. The Equal Employment Opportunity Commission (EEOC) has defined a “physical impairment” as “any physiological disorder or condition ... affecting one or more body systems.” 29 C.F.R. § 1630.2(h)(1) (2011). In addition, the ADA Amendments Act of 2008 (ADAAA) rejected the Supreme Court’s decision in Toyota Motor Manufacturing v. Williams, which held that the term “major life activities” referred only to activities of “central importance to most people’s daily lives.”
This expanded list, for better or worse, makes a person afflicted with a common, minor condition “just as disabled as a wheelchair-bound paraplegic — if only for the purposes of disability law.” Lloyd v. Montgomery Hous. Auth.,
Since liability under the ADA requires the employer to have discriminated because of the employee’s disability, it follows that the employee must show the employer knew of his alleged disability at the time it took the adverse employment action. Wascura v. City of S. Miami, 257 F.3d 1238, 1242-43 (11th Cir.2001). That is, “[a]n employee cannot be fired ‘because of a disability unless the decision maker has actual knowledge of the disability.” Cordoba v. Dillard’s, Inc.,
But Howard does not cite a single piece of binding legal authority for the proposition that an employer has the duty to divine an employee’s disability based on circumstantial evidence. This is likely because the Eleventh Circuit has always held to the contrary. For instance, in Morisky v. Broward County, the plaintiff did not tell her supervisors about her “specific disability.”
Similarly, in Cordoba v. Dillard’s, Inc., the Eleventh Circuit affirmed a district court decision rejecting a plaintiffs argument that her employer had constructive knowledge of her disability.
Morisky and Cordoba make clear that an employee has to tell his employer about his specific disability before the ADA triggers an obligation to accommodate him or refrain from firing him because of the disability. This notice rule is all the more important under the ADAAA’s incredibly expansive definition of “disability,” which makes just about anyone disabled so long as he is anything less than perfectly healthy. A contrary rule would require employers to don white coats and diagnose (correctly, no less) em
Attempting to meet this burden, he first points to an encounter with Thomas and then to one with McBride that he says put STERIS sufficiently on notice of his disability. The first exchange occurred when STERIS hired Howard in the midl980s. At the time, Howard told Thomas that he “was happy to work second shift because [he] had problems with sleeping and drowsiness.” (Howard Decl. ¶ 18.) The second instance occurred sometime in 2004 or 2005 when McBride caught him sleeping at a meeting with high-ranking, out-of-state officials and then publicly upbraided him. (Id. at ¶ 13; Holston Decl. ¶ 7; O. Thomas Dep. ¶ 9.)
Neither of these incidents suffices. Howard’s statement to Thomas — which he made more than 30 years before his firing — is exactly the type of “[v]ague or conclusory statement ] revealing an unspecified incapacity [that isn’t] sufficient to put an employer on notice of its obligations under the ADA.” Morisky,
The most persuasive argument Howard makes about STERIS’s having notice relates to how he told Williams and another supervisor that his doctor had diagnosed him with Graves’ Disease. He even testified that one of them asked him to spell “Graves,” which he did. (Howard Dep. 163.) Under STERIS policy, Howard argues, the two supervisors had to tell Thomas about his diagnosis so “that employee, that supervisor, and the HR manager” (McBride Dep. 23-24) could engage in an interactive process. But even assuming one could impute knowledge of Howard’s Graves’ Disease to Thomas, Thomas would still have no idea that the diagnosis would render Howard disabled. That is, the ADA only requires employers to account for known disabilities when making employment decisions, see 42 U.S.C. § 12112(b)(4), so just because an employer knows an employee has some sort of impairment doesn’t mean that the employer automatically knows the impairment substantially limits a major life activity of that employee.
Though Howard failed to make out a prima facie case, the Court will address the rest of the burden-shifting approach out of an abundance of caution. To recap, after a plaintiff makes out a prima facie ease, the burden shifts to the defendant to give a legitimate, non-discriminatory reason for the challenged action. To satisfy the burden of production, “[t]he defendant need not persuade the court that it was actually motivated by the proffered reasons. It is sufficient if the defendant’s evidence raises a genuine issue of fact as to whether it discriminated against the plaintiff.” Tex. Dep’t of Cmty. Affairs v. Burdine,
STERIS has easily met its burden. Bridges and Williams testified that they saw Howard sleeping at his worksta
The Court finds Howard’s reliance on Dark and Humphrey unpersuasive.
Once an employer provides a legitimate, non-discriminatory reason for the contested action, the employee has to “meet that reason head on and rebut it.” Chapman v. AI Transport,
Howard relies on three pieces of evidence to try to show pretext. First, he reiterates the argument that STERIS fired him for misconduct caused by his disability and that this amounts to discrimination based on his disability. The Court has already rejected this argument and need not address it again. Second, he contends that STERIS violated its own policies by failing to levy a lesser punishment before firing him, arguing that this creates an inference of pretext. Third, he claims that STERIS inconsistently applied its policy barring sleeping on the job, hence raising an inference of discrimination.
The flaw in these arguments, however, is the same as the one in his prima facie case: his failure to produce evidence allowing a reasonable juror to infer STERIS had actual knowledge of his disability undercuts any claim that the company discriminated against him because of it.
2. Howard’s failure to accommodate claim
Discrimination under the ADA includes not only adverse employment actions but also an employer’s refusal to make “reasonable accommodations” to a plaintiffs known disabilities. 42 U.S.C. § 12112(b)(5)(A); LaChance v. Duffy’s Draft House, Inc.,
Howard identifies three potential actions STERIS could have taken to accommodate him. First, the company could have continued to allow other employees to wake him up by spraying him with a water bottle, tapping him, or kicking his chair. Second, the company could have allowed him to retire early as promised by Thomas, STERIS’s human resources manager. Or third, STERIS could have let him take time off under the Family and Medical Leave Act (FMLA) so he could get treatment and recuperate. He further argues that he had no duty to specifically ask for an accommodation, because an employer’s duty to provide one “is triggered where the employer knew or should have known the employee was disabled, as Defendant did here.” (ECF No. 40-1 at 51-52) (citing Brady v. Wal-Mart Stores,
Unfortunately for Howard, he is mistaken about the current state of accommodation law. Under Eleventh Circuit precedent, “the defendant’s duty to provide a reasonable accommodation is not triggered unless a specific demand for an accommodation has been made.” Gaston v. Bellingrath Gardens & Home, Inc.,
Howard’s final proposed accommodation is that STERIS should have kept doing what it had already been doing: allowing his supervisors and coworkers to rouse him when he drifted off. But once again, he never informed STERIS that he thought the company was accommodating
3. Howard’s retaliation claim
To press a retaliation claim, a plaintiff must show that he opposed or participated in the investigation of an unlawful practice and suffered an adverse employment action as a result. Bryant v. Jones,
C. Howard’s age discrimination claims
Howard included two age discrimination claims in his complaint. One alleges discrimination under the Age Discrimination in Employment Act (ADEA), 29 U.S.C. §§ 621-34. The other alleges discrimination under Alabama’s Age Discrimination in Employment Act (AADEA), Ala. Code §§ 25-1-20 to -25. Because the Acts are nearly identical, the Court will apply the same standards to both claims. See Newman v. Career Consultants, Inc.,
Howard can easily satisfy the first three elements of his prima facie case: he was over 40 and held the proper qualifications when STERIS fired him. On the last element, he argues a reasonable juror could infer STERIS fired him due to his age, because even though the company never hired a permanent replacement, it still rotated younger workers into his spot in the assembly cell. Further, he contends that STERIS aimed its reduction in force program at older employees (those with more than 15 years of service with the company), and thus a reasonable juror could conclude that because the company sought to push out older employees, it never would have fired Howard but for his age.
Howard’s argument about STERIS’s reduction in force program likewise fails to pass muster at the summary judgment stage. It is true that offering early retirement to longer serving employees will almost always mean inducing some older employees to retire early. Here, STERIS did exactly that by tying the amount of money it paid a retiring employee to his service time and hence to his age. But the ADEA specifically permits this type of “voluntary early retirement incentive plan.” 29 U.S.C. § 623(f)(2)(B)(ii). Howard, moreover, seems to suggest that STERIS’s refusal to let him participate in the programs shows the company intended to discriminate against him. This makes no sense; after all, if STERIS intended to use the early retirement program to get rid of older employees like Howard, then why wouldn’t the company let him participate in it?
Finally, Howard’s misconduct is in any event fatal to his age discrimination claim. To prove that but for his age STERIS never would have fired him, Howard has to put forth evidence that STERIS used his sleeping on the job as pretext for impermissible discrimination. But he never did so. In fact, the evidence he produced suggests the exact opposite: McBride and Thomas were, like Howard, both over 50 years of age when they decided to fire him. And because they were in the same protected class, it makes it unlikely they would discriminate against him on the basis of a shared characteristic. See Elrod v. Sears, Roebuck & Co.,
After having fully considered the parties’ briefs, and for the reasons discussed above, it is hereby ORDERED as follows:
1. STERIS’s Motion for Summary Judgment Based on Collateral Estoppel (ECF No. 28) is DENIED.
2. STERIS’s Motion for Summary Judgment (ECF No. 26) is GRANTED on all of Howard’s claims.
Notes
. The parties dispute when STERIS started the reduction in force program. The company claims they offered it on May 15, 2009, and gave eligible employees until May 22, 2009, to volunteer to participate. (Thomas Aff. ¶ 10; Thomas Dep. 35-37.) The company also contends that although Howard met the eligibility requirements at the time, he did not volunteer before the May 22 deadline and would not have been eligible anyway after he was caught sleeping on the job. (Thomas Aff. ¶¶ 11-12.) But Howard disputes all of this. He claims that he heard about the program in a plant-wide meeting in June of 2009. (Howard Dep. 188.) And while he does not give the exact date, he testified that the meeting took place sometime before his firing on June 11, 2009. (Id.) Because this is a motion for summary judgment, the Court has taken Howard’s version of the facts — that STERIS offered the early retirement option sometime in early June — as true. Fed.R.Civ.P. 56(c); Anderson v. Liberty Lobby, Inc.,
. According to Thomas, he told Howard that STERIS did not offer an early retirement program, and he reminded Howard that although the Montgomery plant had offered a voluntary reduction in force a few weeks earlier, the deadline for participating had come and gone. (Thomas Aff. ¶ 12.) The Court has credited Howard’s version of the facts because the testimony of the two men conflict.
. In his brief, Howard implicitly admits that STERIS remained in the dark about his alleged disability by continually arguing that STERIS knew of his "impairment” and that he had "a sleep-related condition.” (ECF No. 40-1 at 42.)
. Both cases are easily distinguishable. Dark dealt with a situation where the employer admitted that it fired the employee based on his medical condition, which created a genuine issue about whether the employer fired the plaintiff based on his disability rather than because he violated a work rule. Dark,
. It is also far from clear that Howard has produced sufficient evidence for a reasonable juror to conclude STERIS violated its own policies or applied them to Howard inconsistent with the company's established practice. STERIS's handbook gives company decision-makers ample leeway to select a punishment for an employee sleeping on the job: it “may'' result in firing, which means that a lesser punishment "may” also be appropriate. And as for the claimed inconsistency in how STERIS applied its anti-napping policy, Howard seems to argue that the company should have fired him earlier than it did because he often slept on the job. It’s difficult to see how a reasonable juror might conclude that cutting Howard a break on multiple occasions shows intent to discriminate against him. One could see things differently, of course, if supervisors continually overlooked another employee’s sleeping on the job but came down hard on Howard and fired him after the first incident. But he has produced no evidence that STERIS applied the policy any differently to similarly situated, non-disabled employees. In fact, the evidence shows that STERIS fired three other employees caught sleeping on the job, none of whom had a disability.
. During his deposition, Howard claimed that STERIS refused to discipline other employees for other forms of misconduct, which, he said, gives rise to an inference of age discrimination. He failed to raise this argument in his brief contesting summary judgment, however, so the Court considers the argument waived. Either way, he failed to put forward any similarly situated comparators that STERIS treated more favorably. To allow a reasonable juror to use another employee as a comparator, the plaintiff's conduct needs to be "nearly identical” to that of the potential comparator who received better treatment. Silvera v. Orange Cnty. Sch. Bd.,
. The same goes for his allegation that STERIS fired him because of his disability. Indeed, this contention necessarily undermines his claim that but for his age STERIS never would have fired him. Cf. Culver v. Birmingham Bd. of Ed.,
