Burris v. Novartis Animal Health U.S., Inc.

309 F. App'x 241
CourtCourt of Appeals for the Tenth Circuit
DecidedJanuary 27, 2009
Docket08-6030
StatusUnpublished
Cited by1 cases

This text of 309 F. App'x 241 (Burris v. Novartis Animal Health U.S., Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burris v. Novartis Animal Health U.S., Inc., 309 F. App'x 241 (10th Cir. 2009).

Opinion

*242 ORDER AND JUDGMENT *

TIMOTHY M. TYMKOVICH, Circuit Judge.

Michael Burris appeals the district court’s grant of summary judgment to defendant Novartis Animal Health U.S., Inc., on his claims that Novartis violated the Americans with Disabilities Act of I990(ADA), 42 U.S.C. §§ 12101-12213, and the Family Medical Leave Act (FMLA), 29 U.S.C. §§ 2601-2654, when it disciplined him and eventually terminated his employment as a territory manager for sales (TM) for the company. The district court held that Mr. Burris had made his prima facie case of FMLA retaliation, but had failed to show sufficiently that Novartis’ proffered non-discriminatory reason for these actions — poor performance — was pretextual. The district court also granted summary judgment to Novartis on Mr. Burris’s ADA claim on the same ground and then denied Mr. Burris’s motion seeking relief under Federal Rule of Civil Procedure 60(b) on the basis of newly discovered evidence.

We agree with Mr. Burris that he presented sufficient evidence to survive summary judgment on his FMLA claim, but agree with Novartis that summary judgment on the ADA claim should be affirmed on an alternate ground. Therefore, exercising our jurisdiction under 28 U.S.C. § 1291, we affirm in part and reverse in part.

I.

‘We review the grant of a summary judgment motion de novo.” Fye v. Okla. Corp. Comm’n, 516 F.3d 1217, 1222 (10th Cir.2008). Summary judgment should be granted “if the pleadings, the discovery and disclosure materials on file, and any affidavits show that there is no genuine issue as to any material fact and that the movant is entitled to a judgment as a matter of law.” Fed.R.Civ.P. 56(c). We view all evidence and draw reasonable inferences therefrom in the light most favorable to the nonmoving party.” Fye, 516 F.3d at 1223.

Mr. Burris was hired by Novartis as a TM in June 1999. He worked selling Novartis animal health medications to veterinarians. Among the medications Mr. Burris sold were Sentinel and Interceptor to control parasites, Deramaxx and Adequan for arthritis pain, and Atopica for dermatitis.

Novartis evaluates its employees’ performance twice a year. The annual performance review rates each employee with a two-part score. The first part rates the employee’s level of achievement as to sales goals (Sales Goals). See, e.g., Aplt.App., Vol. I at 283. The second part is more subjective, rating the employee on his or her “Shared Values and Related Behaviors” such as leadership, communication, commitment/self-discipline, and others (Behavior Goals). See, e.g., id. at 285. As to each part of the score, the employee is assigned a number between one and three, with the employee being assigned a “3” if the employee exceeds expectations, a “2” if he or she meets expectations, and a “1” if the employee partially met or did not meet expectations. See Aplt.App., Vol. I at 283, 285, 289. The more general mid-year per *243 formance review does not assign a numerical score.

Viewed in the light most favorable to Mr. Burris, the reviews from 1999 through 2002 show that he was rated a strong and steady performer who was probably stronger in regard to the Sales Goals than the Behavior Goals. They do not show any serious deficiencies in either area. In 2003, Mr. Burris had a poor sales year. He was ranked as “partially” meeting expectations at his mid-year review, the lowest possible ranking, id. at 299, and received a 1.2 on his year-end review, meaning he fully met his Behavior Goals, but only partially met his Sales Goals, id. at 367. Although 2003 was Mr. Burris’s worst year, 2004 turned out to be his best. Mr. Clary ranked him as exceeding expectations on all but three of the mid-year goals and fully meeting expectations for those three. He stated “[w]hat a difference a year makes— right?” and that he was “very pleased with [Mr. Burris’s] contributions to the overall success of the district.” Id. at 360. Mr. Burris was ranked number two in sales in the district to that point. His overall rating was exceeds expectations, which was the highest possible rating.

In December 2004, Casey Berley took over as district manager of Mr. Burris’s sales district. Nevertheless, Mr. Clary completed Mr. Burris’s year-end review, giving him a 3.2 rating, meaning he fully met expectations for his Behavior Goals and exceeded expectations for his Sales Goals. Id. at 112. Mr. Clary stated that this was quite an improvement from the previous year but that his sales dropped off a bit at the end of the year. He further stated:

Even though you did deliver sales results over expectations^] your inability to meet admin[inistrative] deadlines cost you in [your Behavior Goals]. For someone that wants to become a [district manager], you must do a better job in rounding out your total performance. The job is more than just selling product.

Id. An examination of the overall total sales numbers for the TMs under Mr. Clary, shows that as of December 30, 2004, Mr. Burris ranked third out of seven in percentage of yearly goal achieved, with 113.46% achieved. Aplt.App., Vol. I at 307. The net sales figures also have Mr. Burris ranked third. Id. at 308.

But, it is the period from the beginning of 2005 that is most at issue in this case. In February 2005, Mr. Berely worked with Mr. Burris and subsequently critiqued his performance. In April 2005, Mr. Burris notified Mr. Berely that he was an alcoholic and entered an inpatient treatment program on April 22. He was in the inpatient treatment program for about a month and then attended an out-patient program upon his release. He returned to work at the beginning of June 2005, and on June 15, 2005, he met with Mr. Berely and was presented with a document entitled “Discussion Points and 30 Day Objectives for Mike Burris” (30-Day Objectives) which assigned him a number of requirements to meet in approximately the next month. Id. at 179. Shortly thereafter, he received his 2005 mid-year performance review, where he received the lowest possible ranking — that he “Partially Met” expectations. Id. at 348. On August 11, 2005, Mr. Berely and a human resources department representative from Novartis presented Mr. Burris with a “Performance Improvement Plan” (PIP) which was to serve as his “Final Written Warning” and which contained a number of fairly onerous sales and administrative requirements. Id. at 181-83.

On August 26, 2005, Mr. Burris sent an e-mail to Mr. Berely updating him on his *244

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Bluebook (online)
309 F. App'x 241, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burris-v-novartis-animal-health-us-inc-ca10-2009.