Ballard v. Terros Incorporated

CourtDistrict Court, D. Arizona
DecidedApril 23, 2021
Docket2:19-cv-05658
StatusUnknown

This text of Ballard v. Terros Incorporated (Ballard v. Terros Incorporated) is published on Counsel Stack Legal Research, covering District Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ballard v. Terros Incorporated, (D. Ariz. 2021).

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 Pamela Ballard, No. CV-19-05658-PHX-DWL

10 Plaintiff, ORDER

11 v.

12 Terros Incorporated,

13 Defendant. 14 15 Pamela Ballard (“Ballard”) sued her former employer, Terros, Inc. (“Terros”), for 16 discrimination and retaliation in violation of the Americans with Disabilities Act (“ADA”) 17 and the Rehabilitation Act of 1973 (“Rehabilitation Act”). After Terros moved for 18 summary judgment (Doc. 29), Ballard’s attorney withdrew and Ballard thereafter failed to 19 file a response, prompting Terros to move for summary disposition (Doc. 36). For the 20 following reasons, Terros’s motion for summary disposition is denied but its motion for 21 summary judgment is granted. 22 BACKGROUND 23 I. Underlying Facts 24 The following facts are derived from the evidence attached to Terros’s motion for 25 summary judgment and other materials in the record. As discussed in more detail below, 26 because Ballard did not respond to Terros’s motion, these facts are undisputed. 27 Terros is a nonprofit healthcare provider specializing in “mental health, physical 28 health, addiction recovery, and wellness interventions.” (Doc. 29-1 at 2 ¶ 3.) Ballard 1 became a Terros employee in 2014 after Terros acquired her previous employer. (Id. at 2 2 ¶ 9.) Ballard worked as a “Practice Manager” at Terros’s Dunlap clinic until its closure in 3 late July 2018. (Id. at 2 ¶ 10; Doc. 29-2 at 27 ¶ 3.) Terros retained many of its employees 4 from the Dunlap location, transferring them to its 27th Avenue clinic. (Doc. 29-1 at 2 ¶ 5 11; Doc. 29-2 at 27 ¶ 4.) Because the 27th Avenue clinic already had a Practice Manager, 6 Terros did not transfer Ballard there. (Doc. 29-1 at 2 ¶ 12; Doc. 29-2 at 27 ¶ 4.) 7 Instead of terminating Ballard’s employment, Terros created a new “Floating 8 Practice Manager” position for her. (Doc. 29-1 at 2 ¶ 13; Doc. 29-2 at 27 ¶ 5.) As a 9 Floating Practice Manager, Ballard was responsible for filling in for Practice Managers at 10 various locations if they were sick, on vacation, or otherwise unavailable. (Doc. 29-1 at 3 11 ¶ 14.) Ballard’s pay remained the same in her new role. (Id. at 3 ¶ 15.) 12 In declarations, Ballard’s supervisor (Rosalia DeLeon) and Terros’s Senior Director 13 of Human Resources (Lorie Birk) both state that Ballard was informed before accepting 14 the Floating Practice Manager role that she would be expected to report to the Broadway 15 location when she was not covering shifts for absent Practice Managers at other clinics. 16 (Doc. 29-1 at 3 ¶ 19; Doc. 29-2 at 27 ¶ 6.) 17 In an email to a Terros administrator dated July 17, 2018, Ballard acknowledged 18 that she had been told “the need [for a Floating Practice Manager] is for Broadway” and 19 asked why she was the only Practice Manager being considered for the floating role. (Doc. 20 29-3 at 9.) The administrator responded that, because the Dunlap clinic was closing, the 21 Broadway location was Terros’s only clinic in need of additional help. (Id.) 22 On July 18, 2018, DeLeon emailed Birk to note that she had spoken with Ballard 23 about her new Floating Practice Manager role. (Doc. 29-1 at 6.) The email characterized 24 Ballard’s change in position as a “transition to Broadway” and noted that because there 25 was no need for a full-time Practice Manager at the Broadway location, “the expectation is 26 for her to cover for other [Practice Managers]” as needed. (Id.) 27 Shortly before starting in her new position, Ballard requested a three-week leave of 28 absence under the Family Medical Leave Act (“FMLA”). (Doc. 30 [lodged under seal].) 1 Terros granted this request. (Doc. 29-1 at 3 ¶ 17.) 2 On August 20, 2018, Ballard returned to work without restrictions. (Id. at 3-4 ¶¶ 18, 3 27; Doc. 29-2 at 27 ¶ 7.) Upon her return, Ballard was told that she would initially fill in 4 twice per week for the Practice Manager at Terros’s 51st Avenue location and would report 5 to the Broadway location the remaining three days per week. (Doc. 29-2 at 27 ¶ 8.) After 6 the 51st Avenue location’s Practice Manager returned from leave, Ballard would report to 7 Broadway every day until she was needed to cover a vacancy at another branch. (Id.) 8 On August 22, 2018, Ballard sent an email to DeLeon stating that she did not recall 9 being told that she would be required to report to the Broadway location on a daily basis. 10 (Doc. 29-3 at 7.) Ballard explained that she was under the impression she would be 11 “‘floating’ all over the agency,” rather than reporting to work consistently at the Broadway 12 location. (Id.) Ballard also mentioned that working from the Broadway location would 13 require her to drive “60 plus miles extra per day” and stated that such travel would be 14 difficult because of her personal and family obligations. (Id.) 15 Although Terros still needed Ballard to report to the Broadway location, Terros 16 attempted to make scheduling adjustments based on Ballard’s requests. In an August 24, 17 2018 email, DeLeon laid out a new “tentative schedule” based on Ballard’s input, but noted 18 that Ballard would still be required to stay late at least one night per week. (Doc. 29-3 at 19 13.) 20 In the scheduling discussions that occurred during her first week as Floating Practice 21 Manager, Ballard never mentioned being disabled. (Doc. 29-1 at 3-4 ¶¶ 23, 26-27; Doc. 22 29-2 at 17, 28 ¶¶ 12-16.) Ballard admitted during her deposition that she only discussed 23 “the actual scheduling” in her emails with her supervisor. (Doc. 29-2 at 17.) 24 On August 31, 2018, Ballard’s counsel drafted a letter, which was addressed to 25 Terros’s CEO, stating that Ballard believed she was “being treated differently and unfairly 26 based on her age, sex, and disability.” (Doc. 29-4 at 9-10.) The letter explained that Ballard 27 saw Terros’s offer of a Floating Practice Manager position as pressure for her to resign. 28 (Id.) The letter further stated that, because of her relative seniority, Ballard believed she 1 should have been offered one of the existing Practice Manager positions and that the 2 Floating Practice Manager role should have gone to someone more junior. (Id.) The letter 3 also stated that “Ms. Ballard is suffering from some conditions where she will be asking 4 for reasonable accommodation.” (Id. at 10.) The letter suggested that reasonable 5 accommodations might include “not work[ing] more than 8 hours a day . . . in a position 6 where commuting is minimal.” (Id.) 7 It is undisputed on this record that, even though the letter was addressed to Terros’s 8 CEO, Terros’s management never actually received the letter “until well after Ballard 9 resigned from her employment with Terros.” (Doc. 29-1 at 3 ¶¶ 24-25; Doc. 29-4 at 12, ¶¶ 10 3-4.) It is also undisputed on this record that “neither Ballard nor her counsel[] ever asked 11 anyone at Terros about the Letter and/or why no response was provided and/or whether 12 Terros even received the letter.” (Doc. 29-1 at 3 ¶ 25.) Had Ballard or her counsel notified 13 Terros that Ballard was interested in seeking a reasonable accommodation for a disability, 14 “she would have been given documentation for her physician to fill out and the parties 15 would have engaged in further discussions to determine if Ballard was eligible for a 16 reasonable accommodation and if so, the type of reasonable accommodation(s) that would 17 assist Ballard in performing the essential functions of her position.” (Doc. 29-1 at 4 ¶ 26.) 18 Ballard acknowledged during her deposition that the language of the August 31, 19 2018 letter merely noted that she would be requesting accommodations and that the letter 20 itself did not make such a request. (Doc. 29-2 at 11.) Ballard further conceded that she 21 never directly asked for the potential accommodations mentioned in the August 31, 2018 22 letter (because Terros did not respond to the letter). (Id.

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Ballard v. Terros Incorporated, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ballard-v-terros-incorporated-azd-2021.